SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,581 shares; 2024Q4: 399,262 shares; 2025Q1: 538,060 shares; 2025Q2: 638,521 shares; 2025Q3: 766,928 shares; 2025Q4: 803,731 shares; 2026Q1: 1,003,334 shares; 2026Q2: 1,378,359 shares 1,378,359 $121M 6.35% +375,025 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,396 shares; 2024Q4: 337,150 shares; 2025Q1: 412,073 shares; 2025Q2: 477,690 shares; 2025Q3: 637,799 shares; 2025Q4: 699,616 shares; 2026Q1: 861,720 shares; 2026Q2: 1,136,261 shares 1,136,261 $81M 4.24% +274,541 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,637 shares; 2024Q4: 345,846 shares; 2025Q1: 535,020 shares; 2025Q2: 756,947 shares; 2025Q3: 1,061,004 shares; 2025Q4: 1,124,239 shares; 2026Q1: 1,201,571 shares; 2026Q2: 1,453,023 shares 1,453,023 $67M 3.51% +251,452 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,197 shares; 2024Q4: 40,991 shares; 2025Q1: 38,978 shares; 2025Q2: 68,821 shares; 2025Q3: 73,713 shares; 2025Q4: 123,976 shares; 2026Q1: 150,029 shares; 2026Q2: 185,414 shares 185,414 $53.7M 2.81% +35,385 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,231 shares; 2024Q4: 256,125 shares; 2025Q1: 443,264 shares; 2025Q2: 536,448 shares; 2025Q3: 656,762 shares; 2025Q4: 750,307 shares; 2026Q1: 827,487 shares; 2026Q2: 1,062,469 shares 1,062,469 $44.6M 2.34% +234,982 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,184 shares; 2024Q4: 299,718 shares; 2025Q1: 547,939 shares; 2025Q2: 692,381 shares; 2025Q3: 854,290 shares; 2025Q4: 986,272 shares; 2026Q1: 1,077,584 shares; 2026Q2: 1,302,546 shares 1,302,546 $37.4M 1.96% +224,962 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,753 shares; 2024Q4: 23,651 shares; 2025Q1: 26,651 shares; 2025Q2: 36,773 shares; 2025Q3: 46,941 shares; 2025Q4: 49,913 shares; 2026Q1: 70,908 shares; 2026Q2: 96,129 shares 96,129 $35.9M 1.88% +25,221 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,318 shares; 2024Q4: 60,055 shares; 2025Q1: 73,296 shares; 2025Q2: 65,799 shares; 2025Q3: 38,627 shares; 2025Q4: 39,612 shares; 2026Q1: 37,351 shares; 2026Q2: 47,193 shares 47,193 $35.2M 1.85% +9,842 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,145 shares; 2024Q4: 22,044 shares; 2025Q1: 26,190 shares; 2025Q2: 27,636 shares; 2025Q3: 34,091 shares; 2025Q4: 39,640 shares; 2026Q1: 65,255 shares; 2026Q2: 100,858 shares 100,858 $30.6M 1.6% +35,603 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,745 shares; 2024Q4: 15,837 shares; 2025Q1: 19,383 shares; 2025Q2: 34,989 shares; 2025Q3: 44,886 shares; 2025Q4: 47,354 shares; 2026Q1: 56,926 shares; 2026Q2: 77,154 shares 77,154 $27.6M 1.44% +20,228 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,203 shares; 2024Q4: 139,056 shares; 2025Q1: 144,101 shares; 2025Q2: 195,709 shares; 2025Q3: 289,643 shares; 2025Q4: 308,726 shares; 2026Q1: 349,183 shares; 2026Q2: 433,722 shares 433,722 $25.9M 1.36% +84,539 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,879 shares; 2024Q4: 39,892 shares; 2025Q1: 49,557 shares; 2025Q2: 57,426 shares; 2025Q3: 72,616 shares; 2025Q4: 78,144 shares; 2026Q1: 91,135 shares; 2026Q2: 121,187 shares 121,187 $25.8M 1.35% +30,052 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,219 shares; 2024Q4: 33,123 shares; 2025Q1: 35,101 shares; 2025Q2: 54,739 shares; 2025Q3: 70,421 shares; 2025Q4: 73,486 shares; 2026Q1: 85,257 shares; 2026Q2: 107,757 shares 107,757 $25.7M 1.35% +22,500 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,935 shares; 2024Q4: 5,664 shares; 2025Q1: 5,265 shares; 2025Q2: 9,636 shares; 2025Q3: 13,665 shares; 2025Q4: 14,603 shares; 2026Q1: 23,204 shares; 2026Q2: 61,868 shares 61,868 $23.4M 1.22% +38,664 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,174 shares; 2024Q4: 94,549 shares; 2025Q1: 145,929 shares; 2025Q2: 198,376 shares; 2025Q3: 274,505 shares; 2025Q4: 299,801 shares; 2026Q1: 308,735 shares; 2026Q2: 379,720 shares 379,720 $21.1M 1.11% +70,985 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,304 shares; 2024Q4: 278,285 shares; 2025Q1: 342,000 shares; 2025Q2: 446,014 shares; 2025Q3: 587,270 shares; 2025Q4: 730,348 shares; 2026Q1: 753,504 shares; 2026Q2: 959,804 shares 959,804 $21.1M 1.11% +206,300 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573 shares; 2024Q4: not reported; 2025Q1: 1,968 shares; 2025Q2: 17,376 shares; 2025Q3: 13,257 shares; 2025Q4: 10,530 shares; 2026Q1: 32,583 shares; 2026Q2: 35,094 shares 35,094 $20.4M 1.07% +2,511 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670,466 shares; 2024Q4: 566,347 shares; 2025Q1: 575,854 shares; 2025Q2: 574,753 shares; 2025Q3: 577,645 shares; 2025Q4: 582,221 shares; 2026Q1: 576,470 shares; 2026Q2: 585,265 shares 585,265 $20.1M 1.05% +8,795 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,164 shares; 2024Q4: 32,673 shares; 2025Q1: 32,329 shares; 2025Q2: 60,660 shares; 2025Q3: 36,355 shares; 2025Q4: 109,549 shares; 2026Q1: 99,970 shares; 2026Q2: 103,378 shares 103,378 $19.7M 1.03% +3,408 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,809 shares; 2024Q4: 19,136 shares; 2025Q1: 121,837 shares; 2025Q2: 204,113 shares; 2025Q3: 253,340 shares; 2025Q4: 287,160 shares; 2026Q1: 291,623 shares; 2026Q2: 380,753 shares 380,753 $18.7M 0.98% +89,130 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,106 shares; 2024Q4: 24,621 shares; 2025Q1: 27,858 shares; 2025Q2: 30,994 shares; 2025Q3: 41,470 shares; 2025Q4: 41,055 shares; 2026Q1: 46,696 shares; 2026Q2: 56,358 shares 56,358 $18.4M 0.97% +9,662 Timeline UPSD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127,304 shares; 2025Q2: 219,442 shares; 2025Q3: 282,570 shares; 2025Q4: 346,639 shares; 2026Q1: 444,089 shares; 2026Q2: 652,110 shares 652,110 $18.4M 0.96% +208,021 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,636 shares; 2024Q4: 162,283 shares; 2025Q1: 172,049 shares; 2025Q2: 188,472 shares; 2025Q3: 194,768 shares; 2025Q4: 195,986 shares; 2026Q1: 224,307 shares; 2026Q2: 255,949 shares 255,949 $16.6M 0.87% +31,642 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,778 shares; 2024Q4: 13,897 shares; 2025Q1: 18,036 shares; 2025Q2: 19,472 shares; 2025Q3: 27,019 shares; 2025Q4: 26,043 shares; 2026Q1: 24,266 shares; 2026Q2: 22,207 shares 22,207 $16M 0.84% -2,059 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,363 shares; 2024Q4: 17,376 shares; 2025Q1: 21,383 shares; 2025Q2: 27,806 shares; 2025Q3: 36,028 shares; 2025Q4: 35,883 shares; 2026Q1: 39,668 shares; 2026Q2: 46,486 shares 46,486 $15.9M 0.84% +6,818 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,061 shares; 2024Q4: 70,115 shares; 2025Q1: 111,769 shares; 2025Q2: 152,675 shares; 2025Q3: 209,493 shares; 2025Q4: 215,585 shares; 2026Q1: 273,404 shares; 2026Q2: 369,268 shares 369,268 $15.6M 0.82% +95,864 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,969 shares; 2024Q4: 54,485 shares; 2025Q1: 75,689 shares; 2025Q2: 124,793 shares; 2025Q3: 181,392 shares; 2025Q4: 232,542 shares; 2026Q1: 216,858 shares; 2026Q2: 308,141 shares 308,141 $15.5M 0.81% +91,283 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 182,384 shares; 2025Q1: 199,452 shares; 2025Q2: 148,590 shares; 2025Q3: 210,823 shares; 2025Q4: 268,205 shares; 2026Q1: 306,971 shares; 2026Q2: 302,211 shares 302,211 $15.2M 0.8% -4,760 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,662 shares; 2024Q4: 56,336 shares; 2025Q1: 59,779 shares; 2025Q2: 59,197 shares; 2025Q3: 57,867 shares; 2025Q4: 59,953 shares; 2026Q1: 145,166 shares; 2026Q2: 193,593 shares 193,593 $14.2M 0.74% +48,427 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,412 shares; 2024Q4: 188,367 shares; 2025Q1: 195,958 shares; 2025Q2: 154,315 shares; 2025Q3: 171,317 shares; 2025Q4: 173,125 shares; 2026Q1: 204,658 shares; 2026Q2: 264,017 shares 264,017 $13.7M 0.72% +59,359 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901 shares; 2024Q4: 915 shares; 2025Q1: 907 shares; 2025Q2: 4,073 shares; 2025Q3: 5,411 shares; 2025Q4: 6,235 shares; 2026Q1: 8,544 shares; 2026Q2: 11,191 shares 11,191 $13.4M 0.7% +2,647 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,436 shares; 2025Q2: 85,799 shares; 2025Q3: 112,046 shares; 2025Q4: 131,112 shares; 2026Q1: 154,516 shares; 2026Q2: 180,075 shares 180,075 $13.1M 0.69% +25,559 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,557 shares; 2024Q4: 12,210 shares; 2025Q1: 15,501 shares; 2025Q2: 32,307 shares; 2025Q3: 42,287 shares; 2025Q4: 51,562 shares; 2026Q1: 64,614 shares; 2026Q2: 95,793 shares 95,793 $13.1M 0.69% +31,179 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,399 shares; 2024Q4: 87,207 shares; 2025Q1: 93,922 shares; 2025Q2: 119,618 shares; 2025Q3: 21,311 shares; 2025Q4: 26,900 shares; 2026Q1: 32,347 shares; 2026Q2: 42,017 shares 42,017 $12.7M 0.67% +9,670 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,877 shares; 2026Q1: 69,406 shares; 2026Q2: 71,080 shares 71,080 $12.5M 0.66% +1,674 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,129 shares; 2024Q4: 102,168 shares; 2025Q1: 156,045 shares; 2025Q2: 187,822 shares; 2025Q3: 265,273 shares; 2025Q4: 283,275 shares; 2026Q1: 347,866 shares; 2026Q2: 443,080 shares 443,080 $12.2M 0.64% +95,214 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,497 shares; 2024Q4: 65,948 shares; 2025Q1: 93,841 shares; 2025Q2: 100,009 shares; 2025Q3: 131,922 shares; 2025Q4: 160,224 shares; 2026Q1: 208,041 shares; 2026Q2: 280,461 shares 280,461 $11.7M 0.61% +72,420 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,955 shares; 2024Q4: 12,310 shares; 2025Q1: 14,807 shares; 2025Q2: 17,673 shares; 2025Q3: 13,471 shares; 2025Q4: 14,683 shares; 2026Q1: 19,811 shares; 2026Q2: 27,615 shares 27,615 $11.6M 0.61% +7,804 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,041 shares; 2024Q4: 15,625 shares; 2025Q1: 40,910 shares; 2025Q2: 33,319 shares; 2025Q3: 23,635 shares; 2025Q4: 25,171 shares; 2026Q1: 22,629 shares; 2026Q2: 31,149 shares 31,149 $11.5M 0.6% +8,520 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,264 shares; 2024Q4: 3,990 shares; 2025Q1: 4,940 shares; 2025Q2: 7,162 shares; 2025Q3: 8,365 shares; 2025Q4: 8,926 shares; 2026Q1: 13,053 shares; 2026Q2: 20,032 shares 20,032 $11.3M 0.59% +6,979 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,105 shares; 2024Q4: 4,316 shares; 2025Q1: 4,103 shares; 2025Q2: 7,690 shares; 2025Q3: 9,944 shares; 2025Q4: 10,346 shares; 2026Q1: 16,617 shares; 2026Q2: 21,941 shares 21,941 $11M 0.58% +5,324 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,082 shares; 2024Q4: 7,993 shares; 2025Q1: 8,680 shares; 2025Q2: 7,869 shares; 2025Q3: 7,030 shares; 2025Q4: 9,193 shares; 2026Q1: 12,318 shares; 2026Q2: 15,879 shares 15,879 $10.9M 0.57% +3,561 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,391 shares; 2025Q3: 259,256 shares; 2025Q4: 290,611 shares; 2026Q1: 314,714 shares; 2026Q2: 406,222 shares 406,222 $10.8M 0.56% +91,508 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,759 shares; 2024Q4: 68,607 shares; 2025Q1: 73,922 shares; 2025Q2: 76,658 shares; 2025Q3: 104,307 shares; 2025Q4: 104,401 shares; 2026Q1: 90,786 shares; 2026Q2: 93,247 shares 93,247 $10.6M 0.55% +2,461 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 943 shares; 2025Q2: 6,261 shares; 2025Q3: 10,411 shares; 2025Q4: 56,586 shares; 2026Q1: 83,985 shares; 2026Q2: 100,077 shares 100,077 $9.94M 0.52% +16,092 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,955 shares; 2024Q4: 37,699 shares; 2025Q1: 32,537 shares; 2025Q2: 75,751 shares; 2025Q3: 64,754 shares; 2025Q4: 77,770 shares; 2026Q1: 76,472 shares; 2026Q2: 91,830 shares 91,830 $9.84M 0.52% +15,358 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,355 shares; 2024Q4: 11,889 shares; 2025Q1: 14,796 shares; 2025Q2: 20,261 shares; 2025Q3: 34,261 shares; 2025Q4: 36,386 shares; 2026Q1: 37,784 shares; 2026Q2: 43,985 shares 43,985 $9.61M 0.5% +6,201 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,109 shares; 2024Q4: 4,995 shares; 2025Q1: 6,412 shares; 2025Q2: 9,586 shares; 2025Q3: 17,466 shares; 2025Q4: 18,239 shares; 2026Q1: 18,509 shares; 2026Q2: 20,565 shares 20,565 $9.58M 0.5% +2,056 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,739 shares; 2024Q4: 10,415 shares; 2025Q1: 9,208 shares; 2025Q2: 6,745 shares; 2025Q3: 8,570 shares; 2025Q4: 9,318 shares; 2026Q1: 9,100 shares; 2026Q2: 12,171 shares 12,171 $9.11M 0.48% +3,071 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,427 shares; 2024Q4: 65,150 shares; 2025Q1: 151,944 shares; 2025Q2: 120,712 shares; 2025Q3: 128,062 shares; 2025Q4: 124,877 shares; 2026Q1: 112,141 shares; 2026Q2: 97,054 shares 97,054 $8.89M 0.47% -15,087 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,427 shares; 2024Q4: 16,839 shares; 2025Q1: 22,574 shares; 2025Q2: 41,544 shares; 2025Q3: 62,615 shares; 2025Q4: 62,371 shares; 2026Q1: 53,579 shares; 2026Q2: 49,276 shares 49,276 $8.66M 0.45% -4,303 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,849 shares; 2024Q4: 2,163 shares; 2025Q1: 2,465 shares; 2025Q2: 3,785 shares; 2025Q3: 7,112 shares; 2025Q4: 8,353 shares; 2026Q1: 10,355 shares; 2026Q2: 11,342 shares 11,342 $8.66M 0.45% +987 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,462 shares; 2024Q4: 9,030 shares; 2025Q1: 9,194 shares; 2025Q2: 9,646 shares; 2025Q3: 6,799 shares; 2025Q4: 7,937 shares; 2026Q1: 8,766 shares; 2026Q2: 11,121 shares 11,121 $8.19M 0.43% +2,355 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,120 shares; 2024Q4: 112,169 shares; 2025Q1: 124,918 shares; 2025Q2: 107,795 shares; 2025Q3: 86,746 shares; 2025Q4: 101,667 shares; 2026Q1: 129,283 shares; 2026Q2: 135,569 shares 135,569 $7.89M 0.41% +6,286 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,957 shares; 2025Q4: 44,911 shares; 2026Q1: 44,194 shares; 2026Q2: 47,822 shares 47,822 $7.82M 0.41% +3,628 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,062 shares; 2024Q4: 54,055 shares; 2025Q1: 73,936 shares; 2025Q2: 127,035 shares; 2025Q3: 208,164 shares; 2025Q4: 232,975 shares; 2026Q1: 207,025 shares; 2026Q2: 273,558 shares 273,558 $7.71M 0.4% +66,533 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,018 shares; 2025Q3: 6,728 shares; 2025Q4: 6,526 shares; 2026Q1: 45,521 shares; 2026Q2: 90,146 shares 90,146 $7.71M 0.4% +44,625 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,263 shares; 2024Q4: 18,712 shares; 2025Q1: 19,068 shares; 2025Q2: 17,390 shares; 2025Q3: 20,021 shares; 2025Q4: 23,644 shares; 2026Q1: 34,346 shares; 2026Q2: 52,410 shares 52,410 $7.69M 0.4% +18,064 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,755 shares; 2024Q4: 30,717 shares; 2025Q1: 22,689 shares; 2025Q2: 6,937 shares; 2025Q3: 2,393 shares; 2025Q4: 2,989 shares; 2026Q1: 30,884 shares; 2026Q2: 40,257 shares 40,257 $7.46M 0.39% +9,373 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,062 shares; 2024Q4: 277,296 shares; 2025Q1: 232,814 shares; 2025Q2: 118,648 shares; 2025Q3: 115,603 shares; 2025Q4: 164,347 shares; 2026Q1: 173,105 shares; 2026Q2: 233,759 shares 233,759 $7.41M 0.39% +60,654 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,752 shares; 2025Q1: 74,892 shares; 2025Q2: 102,558 shares; 2025Q3: 208,970 shares; 2025Q4: 314,162 shares; 2026Q1: 134,992 shares; 2026Q2: 125,266 shares 125,266 $6.32M 0.33% -9,726 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,410 shares; 2024Q4: 2,669 shares; 2025Q1: 3,258 shares; 2025Q2: 4,679 shares; 2025Q3: 6,952 shares; 2025Q4: 9,099 shares; 2026Q1: 8,389 shares; 2026Q2: 12,176 shares 12,176 $6.32M 0.33% +3,787 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,549 shares; 2024Q4: 7,969 shares; 2025Q1: 8,531 shares; 2025Q2: 6,378 shares; 2025Q3: 8,577 shares; 2025Q4: 8,587 shares; 2026Q1: 15,126 shares; 2026Q2: 23,993 shares 23,993 $6.09M 0.32% +8,867 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,908 shares; 2024Q4: 60,778 shares; 2025Q1: 56,084 shares; 2025Q2: 45,133 shares; 2025Q3: 49,718 shares; 2025Q4: 54,835 shares; 2026Q1: 63,390 shares; 2026Q2: 63,652 shares 63,652 $6.02M 0.32% +262 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372 shares; 2024Q4: 791 shares; 2025Q1: 622 shares; 2025Q2: 2,491 shares; 2025Q3: 3,004 shares; 2025Q4: 39,057 shares; 2026Q1: 60,187 shares; 2026Q2: 82,951 shares 82,951 $5.92M 0.31% +22,764 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,642 shares; 2025Q1: 1,733 shares; 2025Q2: 4,795 shares; 2025Q3: 3,006 shares; 2025Q4: 5,830 shares; 2026Q1: 11,748 shares; 2026Q2: 22,938 shares 22,938 $5.77M 0.3% +11,190 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,348 shares; 2025Q1: 13,918 shares; 2025Q2: 23,208 shares; 2025Q3: 28,489 shares; 2025Q4: 36,167 shares; 2026Q1: 57,154 shares; 2026Q2: 57,208 shares 57,208 $5.76M 0.3% +54 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,537 shares; 2024Q4: 32,417 shares; 2025Q1: 30,598 shares; 2025Q2: 30,839 shares; 2025Q3: 31,818 shares; 2025Q4: 33,235 shares; 2026Q1: 54,684 shares; 2026Q2: 68,682 shares 68,682 $5.68M 0.3% +13,998 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,377 shares; 2024Q4: 29,395 shares; 2025Q1: 41,352 shares; 2025Q2: 47,782 shares; 2025Q3: 55,773 shares; 2025Q4: 61,206 shares; 2026Q1: 73,925 shares; 2026Q2: 102,374 shares 102,374 $5.65M 0.3% +28,449 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,558 shares; 2024Q4: 240,707 shares; 2025Q1: 288,663 shares; 2025Q2: 323,844 shares; 2025Q3: 114,641 shares; 2025Q4: 95,557 shares; 2026Q1: 84,229 shares; 2026Q2: 97,507 shares 97,507 $5.62M 0.29% +13,278 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,525 shares; 2026Q1: 110,946 shares; 2026Q2: 110,088 shares 110,088 $5.45M 0.29% -858 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,490 shares; 2026Q1: 112,218 shares; 2026Q2: 110,647 shares 110,647 $5.4M 0.28% -1,571 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,970 shares; 2026Q1: 116,840 shares; 2026Q2: 115,886 shares 115,886 $5.38M 0.28% -954 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,729 shares; 2024Q4: 50,379 shares; 2025Q1: 48,609 shares; 2025Q2: 48,670 shares; 2025Q3: 48,491 shares; 2025Q4: 47,466 shares; 2026Q1: 89,461 shares; 2026Q2: 114,480 shares 114,480 $5.36M 0.28% +25,019 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,085 shares; 2026Q1: 130,889 shares; 2026Q2: 126,529 shares 126,529 $5.34M 0.28% -4,360 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,404 shares; 2024Q4: 31,730 shares; 2025Q1: 36,220 shares; 2025Q2: 117,269 shares; 2025Q3: 5,353 shares; 2025Q4: 31,725 shares; 2026Q1: 75,189 shares; 2026Q2: 98,704 shares 98,704 $5.24M 0.27% +23,515 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,771 shares; 2024Q4: 16,960 shares; 2025Q1: 29,174 shares; 2025Q2: 45,960 shares; 2025Q3: 58,057 shares; 2025Q4: 62,551 shares; 2026Q1: 70,609 shares; 2026Q2: 71,760 shares 71,760 $5.18M 0.27% +1,151 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,143 shares; 2025Q1: 34,421 shares; 2025Q2: 19,921 shares; 2025Q3: 25,557 shares; 2025Q4: 11,307 shares; 2026Q1: 18,735 shares; 2026Q2: 51,208 shares 51,208 $4.93M 0.26% +32,473 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,196 shares; 2024Q4: 10,425 shares; 2025Q1: 12,680 shares; 2025Q2: 15,791 shares; 2025Q3: 11,560 shares; 2025Q4: 11,944 shares; 2026Q1: 12,617 shares; 2026Q2: 13,338 shares 13,338 $4.91M 0.26% +721 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,215 shares; 2025Q1: 39,347 shares; 2025Q2: 60,422 shares; 2025Q3: 51,930 shares; 2025Q4: 51,844 shares; 2026Q1: 56,685 shares; 2026Q2: 72,202 shares 72,202 $4.88M 0.26% +15,517 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,064 shares; 2024Q4: 9,115 shares; 2025Q1: 11,408 shares; 2025Q2: 4,054 shares; 2025Q3: 7,161 shares; 2025Q4: 8,396 shares; 2026Q1: 9,375 shares; 2026Q2: 11,327 shares 11,327 $4.71M 0.25% +1,952 Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162,139 shares; 2026Q2: 201,606 shares 201,606 $4.67M 0.24% +39,467 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,859 shares; 2025Q2: 3,931 shares; 2025Q3: 7,137 shares; 2025Q4: 9,441 shares; 2026Q1: 9,722 shares; 2026Q2: 11,191 shares 11,191 $4.65M 0.24% +1,469 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,411 shares; 2024Q4: 63,919 shares; 2025Q1: 93,115 shares; 2025Q2: 118,761 shares; 2025Q3: 138,943 shares; 2025Q4: 153,817 shares; 2026Q1: 147,080 shares; 2026Q2: 138,705 shares 138,705 $4.62M 0.24% -8,375 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,403 shares; 2024Q4: 7,556 shares; 2025Q1: 7,769 shares; 2025Q2: 4,973 shares; 2025Q3: 5,700 shares; 2025Q4: 5,889 shares; 2026Q1: 8,318 shares; 2026Q2: 12,642 shares 12,642 $4.46M 0.23% +4,324 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,975 shares; 2025Q1: 43,006 shares; 2025Q2: 59,697 shares; 2025Q3: 112,015 shares; 2025Q4: 75,954 shares; 2026Q1: 109,311 shares; 2026Q2: 130,572 shares 130,572 $4.37M 0.23% +21,261 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,034 shares; 2024Q4: 23,118 shares; 2025Q1: 21,949 shares; 2025Q2: 32,630 shares; 2025Q3: 32,050 shares; 2025Q4: 31,708 shares; 2026Q1: 37,629 shares; 2026Q2: 52,520 shares 52,520 $4.35M 0.23% +14,891 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,268 shares; 2026Q2: 48,174 shares 48,174 $4.29M 0.23% +24,906 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,427 shares; 2025Q4: 41,435 shares; 2026Q1: 65,393 shares; 2026Q2: 74,018 shares 74,018 $4.27M 0.22% +8,625 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,813 shares; 2025Q3: 3,960 shares; 2025Q4: 4,756 shares; 2026Q1: 8,981 shares; 2026Q2: 15,490 shares 15,490 $4.21M 0.22% +6,509 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,735 shares; 2025Q3: 3,168 shares; 2025Q4: 3,094 shares; 2026Q1: 15,186 shares; 2026Q2: 32,978 shares 32,978 $4.17M 0.22% +17,792 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,361 shares; 2025Q2: 177,919 shares; 2025Q3: 214,089 shares; 2025Q4: 244,105 shares; 2026Q1: 215,944 shares; 2026Q2: 302,502 shares 302,502 $4.15M 0.22% +86,558 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,421 shares; 2024Q4: 1,594 shares; 2025Q1: 1,800 shares; 2025Q2: 3,360 shares; 2025Q3: 6,697 shares; 2025Q4: 8,112 shares; 2026Q1: 9,016 shares; 2026Q2: 10,404 shares 10,404 $4.14M 0.22% +1,388 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,555 shares; 2024Q4: 10,693 shares; 2025Q1: 10,191 shares; 2025Q2: 10,816 shares; 2025Q3: 6,744 shares; 2025Q4: 7,376 shares; 2026Q1: 6,624 shares; 2026Q2: 46,692 shares 46,692 $4.02M 0.21% +40,068 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,511 shares; 2024Q4: 4,334 shares; 2025Q1: 4,249 shares; 2025Q2: 1,344 shares; 2025Q3: 2,364 shares; 2025Q4: 2,687 shares; 2026Q1: 3,110 shares; 2026Q2: 3,745 shares 3,745 $3.99M 0.21% +635 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,674 shares; 2024Q4: 42,360 shares; 2025Q1: 47,514 shares; 2025Q2: 59,759 shares; 2025Q3: 58,192 shares; 2025Q4: 67,487 shares; 2026Q1: 74,901 shares; 2026Q2: 103,198 shares 103,198 $3.98M 0.21% +28,297 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,297 shares; 2024Q4: 142,977 shares; 2025Q1: 72,805 shares; 2025Q2: 101,161 shares; 2025Q3: 68,605 shares; 2025Q4: 81,862 shares; 2026Q1: 69,318 shares; 2026Q2: 84,120 shares 84,120 $3.93M 0.21% +14,802 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,053 shares; 2024Q4: 4,921 shares; 2025Q1: 5,871 shares; 2025Q2: 13,564 shares; 2025Q3: 14,158 shares; 2025Q4: 15,194 shares; 2026Q1: 34,150 shares; 2026Q2: 46,510 shares 46,510 $3.84M 0.2% +12,360 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 638 shares; 2025Q3: 443 shares; 2025Q4: 453 shares; 2026Q1: 2,251 shares; 2026Q2: 3,295 shares 3,295 $3.73M 0.2% +1,044 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,288 shares; 2025Q3: not reported; 2025Q4: 1,524 shares; 2026Q1: 11,377 shares; 2026Q2: 20,987 shares 20,987 $3.65M 0.19% +9,610 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,556 shares; 2024Q4: 8,283 shares; 2025Q1: 8,413 shares; 2025Q2: 17,362 shares; 2025Q3: 28,293 shares; 2025Q4: 32,599 shares; 2026Q1: 35,066 shares; 2026Q2: 40,999 shares 40,999 $3.6M 0.19% +5,933 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,939 shares; 2024Q4: 2,964 shares; 2025Q1: 3,126 shares; 2025Q2: 9,208 shares; 2025Q3: 16,909 shares; 2025Q4: 20,601 shares; 2026Q1: 21,713 shares; 2026Q2: 26,183 shares 26,183 $3.59M 0.19% +4,470 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,435 shares; 2025Q3: 2,257 shares; 2025Q4: 2,363 shares; 2026Q1: 11,775 shares; 2026Q2: 18,889 shares 18,889 $3.58M 0.19% +7,114 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,447 shares; 2024Q4: 1,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,811 shares; 2026Q2: 11,798 shares 11,798 $3.37M 0.18% +9,987 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,139 shares; 2024Q4: 10,851 shares; 2025Q1: 10,567 shares; 2025Q2: 12,345 shares; 2025Q3: 10,622 shares; 2025Q4: 11,786 shares; 2026Q1: 13,551 shares; 2026Q2: 15,391 shares 15,391 $3.35M 0.18% +1,840 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,473 shares; 2024Q4: 24,731 shares; 2025Q1: 12,959 shares; 2025Q2: 14,639 shares; 2025Q3: 5,725 shares; 2025Q4: 6,104 shares; 2026Q1: 4,690 shares; 2026Q2: 5,111 shares 5,111 $3.35M 0.18% +421 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,567 shares; 2024Q4: 52,620 shares; 2025Q1: 47,868 shares; 2025Q2: 50,332 shares; 2025Q3: 43,343 shares; 2025Q4: 40,196 shares; 2026Q1: 39,958 shares; 2026Q2: 58,790 shares 58,790 $3.3M 0.17% +18,832 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,972 shares; 2024Q4: 96,649 shares; 2025Q1: 85,335 shares; 2025Q2: 74,588 shares; 2025Q3: 62,599 shares; 2025Q4: 54,197 shares; 2026Q1: 54,278 shares; 2026Q2: 71,539 shares 71,539 $3.3M 0.17% +17,261 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023 shares; 2024Q4: 1,210 shares; 2025Q1: 1,297 shares; 2025Q2: 2,302 shares; 2025Q3: 4,429 shares; 2025Q4: 4,809 shares; 2026Q1: 5,009 shares; 2026Q2: 6,511 shares 6,511 $3.26M 0.17% +1,502 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,658 shares; 2024Q4: 1,780 shares; 2025Q1: 1,936 shares; 2025Q2: 2,209 shares; 2025Q3: 2,330 shares; 2025Q4: 2,524 shares; 2026Q1: 2,711 shares; 2026Q2: 26,887 shares 26,887 $3.21M 0.17% +24,176 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,945 shares; 2026Q2: 34,464 shares 34,464 $3.18M 0.17% +7,519 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,174 shares; 2024Q4: 7,815 shares; 2025Q1: 8,137 shares; 2025Q2: 6,027 shares; 2025Q3: 11,961 shares; 2025Q4: 11,604 shares; 2026Q1: 11,414 shares; 2026Q2: 10,861 shares 10,861 $3.16M 0.17% -553 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,834 shares; 2024Q4: 50,899 shares; 2025Q1: 50,544 shares; 2025Q2: 50,506 shares; 2025Q3: 50,126 shares; 2025Q4: 14,916 shares; 2026Q1: 62,210 shares; 2026Q2: 113,640 shares 113,640 $3.15M 0.17% +51,430 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,478 shares; 2024Q4: 18,703 shares; 2025Q1: 19,552 shares; 2025Q2: 50,934 shares; 2025Q3: 25,649 shares; 2025Q4: 97,483 shares; 2026Q1: 115,255 shares; 2026Q2: 118,440 shares 118,440 $3.11M 0.16% +3,185 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,382 shares; 2024Q4: 236,772 shares; 2025Q1: 170,551 shares; 2025Q2: 158,715 shares; 2025Q3: 25,001 shares; 2025Q4: 34,575 shares; 2026Q1: 44,622 shares; 2026Q2: 54,935 shares 54,935 $3.1M 0.16% +10,313 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,709 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,646 shares; 2026Q2: 68,119 shares 68,119 $3.07M 0.16% +21,473 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,993 shares; 2025Q1: 54,677 shares; 2025Q2: 52,073 shares; 2025Q3: 53,402 shares; 2025Q4: 56,832 shares; 2026Q1: 59,303 shares; 2026Q2: 70,149 shares 70,149 $3.07M 0.16% +10,846 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,935 shares; 2024Q4: 2,105 shares; 2025Q1: 2,238 shares; 2025Q2: 2,778 shares; 2025Q3: 5,270 shares; 2025Q4: 6,743 shares; 2026Q1: 7,523 shares; 2026Q2: 9,740 shares 9,740 $3.07M 0.16% +2,217 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,865 shares 21,865 $3.05M 0.16% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,695 shares; 2024Q4: 24,939 shares; 2025Q1: 18,293 shares; 2025Q2: 15,425 shares; 2025Q3: 19,339 shares; 2025Q4: 2,993 shares; 2026Q1: 2,949 shares; 2026Q2: 25,945 shares 25,945 $3.04M 0.16% +22,996 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,184 shares; 2024Q4: 30,146 shares; 2025Q1: 23,343 shares; 2025Q2: 22,815 shares; 2025Q3: 22,110 shares; 2025Q4: 21,738 shares; 2026Q1: 22,408 shares; 2026Q2: 21,835 shares 21,835 $3M 0.16% -573 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,253 shares; 2024Q4: 21,553 shares; 2025Q1: 16,461 shares; 2025Q2: 19,190 shares; 2025Q3: 9,420 shares; 2025Q4: 8,915 shares; 2026Q1: 8,608 shares; 2026Q2: 15,602 shares 15,602 $2.99M 0.16% +6,994 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,097 shares; 2024Q4: 5,816 shares; 2025Q1: 7,192 shares; 2025Q2: 9,738 shares; 2025Q3: 15,905 shares; 2025Q4: 6,074 shares; 2026Q1: 6,837 shares; 2026Q2: 8,755 shares 8,755 $2.96M 0.16% +1,918 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,004 shares; 2024Q4: 1,022 shares; 2025Q1: 830 shares; 2025Q2: 1,925 shares; 2025Q3: 3,746 shares; 2025Q4: 4,617 shares; 2026Q1: 5,613 shares; 2026Q2: 7,234 shares 7,234 $2.95M 0.15% +1,621 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,351 shares; 2024Q4: 1,612 shares; 2025Q1: 1,768 shares; 2025Q2: 4,026 shares; 2025Q3: 8,909 shares; 2025Q4: 11,583 shares; 2026Q1: 13,388 shares; 2026Q2: 17,218 shares 17,218 $2.93M 0.15% +3,830 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,814 shares; 2024Q4: 21,118 shares; 2025Q1: 27,213 shares; 2025Q2: 34,555 shares; 2025Q3: 48,084 shares; 2025Q4: 51,041 shares; 2026Q1: 52,595 shares; 2026Q2: 67,490 shares 67,490 $2.83M 0.15% +14,895 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,435 shares; 2026Q1: 25,780 shares; 2026Q2: 34,085 shares 34,085 $2.79M 0.15% +8,305 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,018 shares; 2025Q3: 1,549 shares; 2025Q4: 1,789 shares; 2026Q1: 6,148 shares; 2026Q2: 9,574 shares 9,574 $2.78M 0.15% +3,426 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,307 shares; 2024Q4: 17,880 shares; 2025Q1: 17,380 shares; 2025Q2: 17,892 shares; 2025Q3: 16,353 shares; 2025Q4: not reported; 2026Q1: 75,406 shares; 2026Q2: 98,097 shares 98,097 $2.7M 0.14% +22,691 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,777 shares; 2025Q1: 52,472 shares; 2025Q2: 89,874 shares; 2025Q3: not reported; 2025Q4: 8,321 shares; 2026Q1: 17,001 shares; 2026Q2: 43,797 shares 43,797 $2.69M 0.14% +26,796 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,271 shares; 2025Q4: 3,437 shares; 2026Q1: 9,551 shares; 2026Q2: 20,060 shares 20,060 $2.67M 0.14% +10,509 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,280 shares; 2024Q4: 17,744 shares; 2025Q1: 29,332 shares; 2025Q2: 37,189 shares; 2025Q3: 15,746 shares; 2025Q4: 17,946 shares; 2026Q1: 20,742 shares; 2026Q2: 26,135 shares 26,135 $2.67M 0.14% +5,393 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,387 shares; 2024Q4: 2,519 shares; 2025Q1: 2,136 shares; 2025Q2: 2,964 shares; 2025Q3: 1,899 shares; 2025Q4: 1,881 shares; 2026Q1: 2,112 shares; 2026Q2: 9,450 shares 9,450 $2.66M 0.14% +7,338 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,195 shares; 2024Q4: 4,911 shares; 2025Q1: 4,638 shares; 2025Q2: 4,421 shares; 2025Q3: 2,091 shares; 2025Q4: 2,194 shares; 2026Q1: 9,740 shares; 2026Q2: 17,344 shares 17,344 $2.63M 0.14% +7,604 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,645 shares; 2024Q4: 107,248 shares; 2025Q1: 64,050 shares; 2025Q2: 124,160 shares; 2025Q3: 8,522 shares; 2025Q4: 9,748 shares; 2026Q1: 11,828 shares; 2026Q2: 21,991 shares 21,991 $2.62M 0.14% +10,163 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 732 shares; 2025Q4: 647 shares; 2026Q1: 4,459 shares; 2026Q2: 6,495 shares 6,495 $2.61M 0.14% +2,036 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,795 shares; 2025Q3: 2,233 shares; 2025Q4: 2,628 shares; 2026Q1: 8,378 shares; 2026Q2: 14,101 shares 14,101 $2.61M 0.14% +5,723 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,744 shares; 2026Q2: 28,652 shares 28,652 $2.57M 0.13% +15,908 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,099 shares; 2025Q3: 67,045 shares; 2025Q4: 88,153 shares; 2026Q1: 95,511 shares; 2026Q2: 94,548 shares 94,548 $2.56M 0.13% -963 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,497 shares; 2024Q4: 18,196 shares; 2025Q1: 21,536 shares; 2025Q2: 23,339 shares; 2025Q3: 34,942 shares; 2025Q4: 36,906 shares; 2026Q1: 40,519 shares; 2026Q2: 18,413 shares 18,413 $2.52M 0.13% -22,106 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,345 shares; 2025Q2: 16,355 shares; 2025Q3: 27,125 shares; 2025Q4: 44,074 shares; 2026Q1: 38,670 shares; 2026Q2: 40,572 shares 40,572 $2.48M 0.13% +1,902 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,020 shares; 2024Q4: 36,418 shares; 2025Q1: 32,821 shares; 2025Q2: 36,740 shares; 2025Q3: 46,124 shares; 2025Q4: 44,569 shares; 2026Q1: 37,821 shares; 2026Q2: 36,428 shares 36,428 $2.48M 0.13% -1,393 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,342 shares; 2024Q4: 4,337 shares; 2025Q1: 4,233 shares; 2025Q2: 1,082 shares; 2025Q3: not reported; 2025Q4: 777 shares; 2026Q1: 3,605 shares; 2026Q2: 6,142 shares 6,142 $2.39M 0.13% +2,537 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,877 shares; 2025Q3: 7,435 shares; 2025Q4: 16,692 shares; 2026Q1: 21,637 shares; 2026Q2: 33,183 shares 33,183 $2.39M 0.13% +11,546 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,847 shares; 2024Q4: 7,471 shares; 2025Q1: 5,734 shares; 2025Q2: 6,345 shares; 2025Q3: 5,188 shares; 2025Q4: 5,719 shares; 2026Q1: 5,859 shares; 2026Q2: 6,607 shares 6,607 $2.33M 0.12% +748 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,724 shares; 2025Q4: 25,664 shares; 2026Q1: 48,127 shares; 2026Q2: 49,574 shares 49,574 $2.33M 0.12% +1,447 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,086 shares; 2024Q4: 14,991 shares; 2025Q1: 13,873 shares; 2025Q2: 13,228 shares; 2025Q3: 13,392 shares; 2025Q4: 12,923 shares; 2026Q1: 32,627 shares; 2026Q2: 46,124 shares 46,124 $2.32M 0.12% +13,497 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,149 shares; 2025Q2: 38,739 shares; 2025Q3: 45,815 shares; 2025Q4: 45,965 shares; 2026Q1: 46,564 shares; 2026Q2: 57,800 shares 57,800 $2.32M 0.12% +11,236 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,223 shares; 2024Q4: 48,169 shares; 2025Q1: 30,957 shares; 2025Q2: 40,251 shares; 2025Q3: 44,220 shares; 2025Q4: 51,844 shares; 2026Q1: 27,605 shares; 2026Q2: 27,630 shares 27,630 $2.3M 0.12% +25 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,673 shares; 2025Q4: 46,949 shares; 2026Q1: 46,438 shares; 2026Q2: 45,875 shares 45,875 $2.29M 0.12% -563 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,097 shares; 2026Q1: 55,116 shares; 2026Q2: 51,218 shares 51,218 $2.27M 0.12% -3,898 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,697 shares; 2024Q4: 18,730 shares; 2025Q1: 19,948 shares; 2025Q2: 19,759 shares; 2025Q3: 21,774 shares; 2025Q4: 22,759 shares; 2026Q1: 27,903 shares; 2026Q2: 23,175 shares 23,175 $2.24M 0.12% -4,728 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,209 shares; 2024Q4: 6,987 shares; 2025Q1: 5,427 shares; 2025Q2: 7,491 shares; 2025Q3: 10,334 shares; 2025Q4: 12,185 shares; 2026Q1: 17,364 shares; 2026Q2: 16,400 shares 16,400 $2.22M 0.12% -964 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,423 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,941 shares; 2026Q1: 3,511 shares; 2026Q2: 16,722 shares 16,722 $2.18M 0.11% +13,211 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,926 shares; 2025Q3: not reported; 2025Q4: 2,752 shares; 2026Q1: 16,272 shares; 2026Q2: 28,629 shares 28,629 $2.18M 0.11% +12,357 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,292 shares; 2024Q4: 2,972 shares; 2025Q1: 3,343 shares; 2025Q2: 4,407 shares; 2025Q3: 2,478 shares; 2025Q4: 4,129 shares; 2026Q1: 10,005 shares; 2026Q2: 16,779 shares 16,779 $2.16M 0.11% +6,774 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,209 shares 7,209 $2.15M 0.11% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,913 shares; 2024Q4: 9,039 shares; 2025Q1: 6,117 shares; 2025Q2: 8,959 shares; 2025Q3: 9,010 shares; 2025Q4: 11,818 shares; 2026Q1: 11,086 shares; 2026Q2: 9,385 shares 9,385 $2.13M 0.11% -1,701 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,887 shares; 2024Q4: 7,863 shares; 2025Q1: 7,934 shares; 2025Q2: 3,920 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,201 shares; 2026Q2: 21,393 shares 21,393 $2.06M 0.11% +9,192 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,893 shares; 2024Q4: 12,671 shares; 2025Q1: 13,448 shares; 2025Q2: 13,758 shares; 2025Q3: 13,711 shares; 2025Q4: 13,746 shares; 2026Q1: 17,155 shares; 2026Q2: 16,385 shares 16,385 $2.04M 0.11% -770 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,513 shares; 2025Q2: 69,672 shares; 2025Q3: 15,519 shares; 2025Q4: 12,659 shares; 2026Q1: 77,371 shares; 2026Q2: 79,770 shares 79,770 $2.04M 0.11% +2,399 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,234 shares; 2024Q4: 4,647 shares; 2025Q1: 13,421 shares; 2025Q2: 16,407 shares; 2025Q3: 19,294 shares; 2025Q4: 20,339 shares; 2026Q1: 21,848 shares; 2026Q2: 26,944 shares 26,944 $1.99M 0.1% +5,096 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,888 shares; 2026Q1: 56,153 shares; 2026Q2: 54,837 shares 54,837 $1.97M 0.1% -1,316 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,279 shares; 2024Q4: 288,071 shares; 2025Q1: 154,809 shares; 2025Q2: 56,178 shares; 2025Q3: 15,815 shares; 2025Q4: 27,288 shares; 2026Q1: 36,898 shares; 2026Q2: 42,961 shares 42,961 $1.96M 0.1% +6,063 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,002 shares; 2024Q4: 97,812 shares; 2025Q1: 100,573 shares; 2025Q2: 217,318 shares; 2025Q3: 46,198 shares; 2025Q4: 94,305 shares; 2026Q1: 146,260 shares; 2026Q2: 76,542 shares 76,542 $1.96M 0.1% -69,718 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,778 shares; 2026Q1: 53,724 shares; 2026Q2: 52,801 shares 52,801 $1.95M 0.1% -923 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,301 shares; 2024Q4: 3,466 shares; 2025Q1: 6,761 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,286 shares; 2026Q1: 16,561 shares; 2026Q2: 21,167 shares 21,167 $1.95M 0.1% +4,606 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,456 shares; 2026Q1: 51,909 shares; 2026Q2: 51,059 shares 51,059 $1.94M 0.1% -850 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,905 shares; 2026Q1: 61,146 shares; 2026Q2: 58,470 shares 58,470 $1.94M 0.1% -2,676 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,964 shares; 2026Q1: 50,643 shares; 2026Q2: 53,465 shares 53,465 $1.92M 0.1% +2,822 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,865 shares; 2024Q4: 13,353 shares; 2025Q1: 13,980 shares; 2025Q2: 10,151 shares; 2025Q3: 20,072 shares; 2025Q4: 19,624 shares; 2026Q1: 19,116 shares; 2026Q2: 18,227 shares 18,227 $1.92M 0.1% -889 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,112 shares; 2026Q1: 57,767 shares; 2026Q2: 60,933 shares 60,933 $1.9M 0.1% +3,166 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,323 shares; 2024Q4: 162,237 shares; 2025Q1: 241,844 shares; 2025Q2: 192,483 shares; 2025Q3: 44,515 shares; 2025Q4: 39,483 shares; 2026Q1: 52,715 shares; 2026Q2: 19,164 shares 19,164 $1.9M 0.1% -33,551 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,351 shares; 2025Q3: 1,495 shares; 2025Q4: 2,258 shares; 2026Q1: 7,702 shares; 2026Q2: 2,595 shares 2,595 $1.88M 0.1% -5,107 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,133 shares; 2025Q2: 26,695 shares; 2025Q3: 32,337 shares; 2025Q4: 32,802 shares; 2026Q1: 68,886 shares; 2026Q2: 86,686 shares 86,686 $1.86M 0.1% +17,800 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,746 shares 3,746 $1.81M 0.09% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 987 shares; 2024Q4: 886 shares; 2025Q1: 1,827 shares; 2025Q2: 5,493 shares; 2025Q3: 2,927 shares; 2025Q4: 2,169 shares; 2026Q1: 3,652 shares; 2026Q2: 6,541 shares 6,541 $1.8M 0.09% +2,889 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,345 shares; 2026Q2: 14,828 shares 14,828 $1.79M 0.09% +6,483 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,346 shares; 2024Q4: 22,843 shares; 2025Q1: 20,357 shares; 2025Q2: 20,960 shares; 2025Q3: 18,707 shares; 2025Q4: 11,963 shares; 2026Q1: 12,241 shares; 2026Q2: 8,136 shares 8,136 $1.79M 0.09% -4,105 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,180 shares; 2026Q2: 26,320 shares 26,320 $1.78M 0.09% +16,140 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,621 shares; 2024Q4: 7,281 shares; 2025Q1: 6,444 shares; 2025Q2: 13,908 shares; 2025Q3: 23,155 shares; 2025Q4: 33,503 shares; 2026Q1: 35,895 shares; 2026Q2: 41,753 shares 41,753 $1.77M 0.09% +5,858 Timeline TDSB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,985 shares; 2024Q4: 20,793 shares; 2025Q1: 20,813 shares; 2025Q2: 20,662 shares; 2025Q3: 19,993 shares; 2025Q4: 15,057 shares; 2026Q1: 35,188 shares; 2026Q2: 71,713 shares 71,713 $1.76M 0.09% +36,525 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451 shares; 2024Q4: 469 shares; 2025Q1: 463 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 389 shares; 2026Q2: 544 shares 544 $1.74M 0.09% +155 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,227 shares; 2024Q4: 12,227 shares; 2025Q1: 15,704 shares; 2025Q2: 17,760 shares; 2025Q3: 27,493 shares; 2025Q4: 33,881 shares; 2026Q1: 39,469 shares; 2026Q2: 47,552 shares 47,552 $1.73M 0.09% +8,083 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,392 shares; 2025Q1: 1,739 shares; 2025Q2: 4,728 shares; 2025Q3: 3,971 shares; 2025Q4: 3,350 shares; 2026Q1: 3,311 shares; 2026Q2: 3,354 shares 3,354 $1.72M 0.09% +43 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,874 shares; 2024Q4: 24,256 shares; 2025Q1: 26,661 shares; 2025Q2: 33,072 shares; 2025Q3: 57,289 shares; 2025Q4: 39,587 shares; 2026Q1: 46,652 shares; 2026Q2: 10,721 shares 10,721 $1.7M 0.09% -35,931 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,052 shares; 2024Q4: 1,141 shares; 2025Q1: 1,744 shares; 2025Q2: 1,236 shares; 2025Q3: 805 shares; 2025Q4: 871 shares; 2026Q1: 1,022 shares; 2026Q2: 1,792 shares 1,792 $1.68M 0.09% +770 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,823 shares; 2024Q4: 6,910 shares; 2025Q1: not reported; 2025Q2: 5,268 shares; 2025Q3: 15,049 shares; 2025Q4: 20,632 shares; 2026Q1: 28,373 shares; 2026Q2: 35,968 shares 35,968 $1.66M 0.09% +7,595 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,912 shares; 2024Q4: 17,708 shares; 2025Q1: 18,736 shares; 2025Q2: 18,758 shares; 2025Q3: 18,348 shares; 2025Q4: 18,334 shares; 2026Q1: 18,192 shares; 2026Q2: 17,982 shares 17,982 $1.64M 0.09% -210 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,725 shares; 2025Q2: 12,666 shares; 2025Q3: 13,371 shares; 2025Q4: 16,187 shares; 2026Q1: 23,334 shares; 2026Q2: 32,084 shares 32,084 $1.64M 0.09% +8,750 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,327 shares; 2026Q1: 4,451 shares; 2026Q2: 4,387 shares 4,387 $1.63M 0.09% -64 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,023 shares; 2025Q1: not reported; 2025Q2: 1,406 shares; 2025Q3: 1,196 shares; 2025Q4: 1,480 shares; 2026Q1: 1,722 shares; 2026Q2: 3,400 shares 3,400 $1.62M 0.09% +1,678 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,396 shares; 2026Q1: 33,594 shares; 2026Q2: 31,507 shares 31,507 $1.61M 0.08% -2,087 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,422 shares 9,422 $1.61M 0.08% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,472 shares; 2026Q1: 33,229 shares; 2026Q2: 59,683 shares 59,683 $1.58M 0.08% +26,454 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,610 shares; 2025Q1: 32,926 shares; 2025Q2: 52,207 shares; 2025Q3: 51,430 shares; 2025Q4: 52,363 shares; 2026Q1: 55,115 shares; 2026Q2: 62,177 shares 62,177 $1.58M 0.08% +7,062 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,340 shares; 2025Q1: 19,329 shares; 2025Q2: 14,216 shares; 2025Q3: 26,495 shares; 2025Q4: 41,988 shares; 2026Q1: 42,494 shares; 2026Q2: 45,767 shares 45,767 $1.55M 0.08% +3,273 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,296 shares; 2024Q4: 20,023 shares; 2025Q1: 20,485 shares; 2025Q2: 21,738 shares; 2025Q3: 20,883 shares; 2025Q4: 18,934 shares; 2026Q1: 18,937 shares; 2026Q2: 19,762 shares 19,762 $1.54M 0.08% +825 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,191 shares; 2024Q4: 3,305 shares; 2025Q1: 3,060 shares; 2025Q2: 2,919 shares; 2025Q3: 1,680 shares; 2025Q4: 1,339 shares; 2026Q1: 6,873 shares; 2026Q2: 12,399 shares 12,399 $1.53M 0.08% +5,526 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,613 shares; 2025Q4: 8,826 shares; 2026Q1: 6,714 shares; 2026Q2: 8,542 shares 8,542 $1.51M 0.08% +1,828 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,745 shares; 2026Q1: 17,337 shares; 2026Q2: 18,304 shares 18,304 $1.5M 0.08% +967 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,988 shares; 2024Q4: 8,822 shares; 2025Q1: 9,166 shares; 2025Q2: 9,821 shares; 2025Q3: 17,110 shares; 2025Q4: 20,876 shares; 2026Q1: 19,370 shares; 2026Q2: 19,767 shares 19,767 $1.5M 0.08% +397 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 66 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,399 shares 8,399 $1.5M 0.08% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,160 shares; 2024Q4: 38,622 shares; 2025Q1: 34,295 shares; 2025Q2: 35,622 shares; 2025Q3: 31,857 shares; 2025Q4: 27,818 shares; 2026Q1: 61,349 shares; 2026Q2: 64,961 shares 64,961 $1.48M 0.08% +3,612 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 738 shares; 2026Q2: 1,418 shares 1,418 $1.48M 0.08% +680 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,541 shares; 2025Q1: 20,008 shares; 2025Q2: 55,409 shares; 2025Q3: 34,919 shares; 2025Q4: 31,807 shares; 2026Q1: 32,443 shares; 2026Q2: 36,659 shares 36,659 $1.48M 0.08% +4,216 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,962 shares; 2024Q4: 14,235 shares; 2025Q1: 17,038 shares; 2025Q2: 18,640 shares; 2025Q3: 7,690 shares; 2025Q4: 15,117 shares; 2026Q1: 22,721 shares; 2026Q2: 27,595 shares 27,595 $1.48M 0.08% +4,874 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,231 shares; 2026Q2: 3,402 shares 3,402 $1.47M 0.08% +2,171 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,256 shares; 2025Q1: 16,262 shares; 2025Q2: not reported; 2025Q3: 1,616 shares; 2025Q4: 3,486 shares; 2026Q1: 2,539 shares; 2026Q2: 3,363 shares 3,363 $1.46M 0.08% +824 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,672 shares; 2024Q4: 167,425 shares; 2025Q1: 188,449 shares; 2025Q2: 299,289 shares; 2025Q3: 12,742 shares; 2025Q4: 7,968 shares; 2026Q1: 26,170 shares; 2026Q2: 26,325 shares 26,325 $1.45M 0.08% +155 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,664 shares; 2024Q4: 12,887 shares; 2025Q1: 13,898 shares; 2025Q2: 15,666 shares; 2025Q3: 15,097 shares; 2025Q4: 13,508 shares; 2026Q1: 12,606 shares; 2026Q2: 12,529 shares 12,529 $1.43M 0.07% -77 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,742 shares; 2025Q3: 11,988 shares; 2025Q4: 16,795 shares; 2026Q1: 18,904 shares; 2026Q2: 27,043 shares 27,043 $1.42M 0.07% +8,139 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,692 shares; 2024Q4: 9,530 shares; 2025Q1: 9,489 shares; 2025Q2: 1,530 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,193 shares; 2026Q2: 10,561 shares 10,561 $1.42M 0.07% +5,368 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,116 shares; 2024Q4: 18,502 shares; 2025Q1: 19,465 shares; 2025Q2: 41,299 shares; 2025Q3: 17,313 shares; 2025Q4: 16,629 shares; 2026Q1: 41,841 shares; 2026Q2: 68,538 shares 68,538 $1.42M 0.07% +26,697 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,176 shares; 2025Q3: not reported; 2025Q4: 23,117 shares; 2026Q1: 69,958 shares; 2026Q2: 62,422 shares 62,422 $1.4M 0.07% -7,536 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,901 shares; 2024Q4: 66,740 shares; 2025Q1: 121,867 shares; 2025Q2: 226,891 shares; 2025Q3: 4,217 shares; 2025Q4: 7,311 shares; 2026Q1: 17,770 shares; 2026Q2: 23,286 shares 23,286 $1.4M 0.07% +5,516 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares; 2025Q4: 1,989 shares; 2026Q1: 3,518 shares; 2026Q2: 5,682 shares 5,682 $1.38M 0.07% +2,164 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,940 shares; 2025Q1: 3,777 shares; 2025Q2: 3,710 shares; 2025Q3: 3,390 shares; 2025Q4: 6,321 shares; 2026Q1: 6,870 shares; 2026Q2: 6,602 shares 6,602 $1.38M 0.07% -268 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,938 shares; 2024Q4: 25,925 shares; 2025Q1: 28,484 shares; 2025Q2: 53,284 shares; 2025Q3: not reported; 2025Q4: 11,134 shares; 2026Q1: 13,210 shares; 2026Q2: 19,927 shares 19,927 $1.37M 0.07% +6,717 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,588 shares; 2025Q3: 62,228 shares; 2025Q4: 62,332 shares; 2026Q1: 63,056 shares; 2026Q2: 61,618 shares 61,618 $1.36M 0.07% -1,438 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,584 shares; 2024Q4: 33,308 shares; 2025Q1: 27,480 shares; 2025Q2: 27,170 shares; 2025Q3: 30,799 shares; 2025Q4: 36,195 shares; 2026Q1: 37,727 shares; 2026Q2: 24,564 shares 24,564 $1.35M 0.07% -13,163 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,701 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,263 shares; 2025Q3: 8,290 shares; 2025Q4: 9,578 shares; 2026Q1: 10,820 shares; 2026Q2: 12,441 shares 12,441 $1.34M 0.07% +1,621 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,452 shares; 2024Q4: 7,673 shares; 2025Q1: 6,042 shares; 2025Q2: 4,349 shares; 2025Q3: 7,067 shares; 2025Q4: 8,479 shares; 2026Q1: 8,031 shares; 2026Q2: 8,436 shares 8,436 $1.33M 0.07% +405 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,468 shares; 2024Q4: 23,321 shares; 2025Q1: 21,197 shares; 2025Q2: 14,621 shares; 2025Q3: 10,045 shares; 2025Q4: 7,833 shares; 2026Q1: 10,895 shares; 2026Q2: 10,675 shares 10,675 $1.33M 0.07% -220 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 979 shares; 2026Q1: 2,506 shares; 2026Q2: 3,611 shares 3,611 $1.32M 0.07% +1,105 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,890 shares; 2024Q4: 195,913 shares; 2025Q1: 478,525 shares; 2025Q2: 281,530 shares; 2025Q3: 12,648 shares; 2025Q4: 16,648 shares; 2026Q1: 13,237 shares; 2026Q2: 21,668 shares 21,668 $1.32M 0.07% +8,431 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882 shares; 2024Q4: 742 shares; 2025Q1: 1,153 shares; 2025Q2: 1,786 shares; 2025Q3: 1,918 shares; 2025Q4: 2,249 shares; 2026Q1: 2,095 shares; 2026Q2: 14,848 shares 14,848 $1.31M 0.07% +12,753 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,182 shares 39,182 $1.29M 0.07% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,388 shares; 2024Q4: 5,545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,252 shares; 2026Q2: 25,349 shares 25,349 $1.28M 0.07% +14,097 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,130 shares; 2024Q4: 46,945 shares; 2025Q1: 44,103 shares; 2025Q2: 41,455 shares; 2025Q3: 37,311 shares; 2025Q4: 31,965 shares; 2026Q1: 26,993 shares; 2026Q2: 16,611 shares 16,611 $1.27M 0.07% -10,382 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,354 shares; 2025Q1: 4,361 shares; 2025Q2: 7,434 shares; 2025Q3: 11,042 shares; 2025Q4: 13,123 shares; 2026Q1: 23,106 shares; 2026Q2: 15,796 shares 15,796 $1.25M 0.07% -7,310 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,586 shares 42,586 $1.25M 0.07% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,182 shares; 2024Q4: 33,908 shares; 2025Q1: 36,521 shares; 2025Q2: 10,624 shares; 2025Q3: 12,697 shares; 2025Q4: 18,616 shares; 2026Q1: 20,711 shares; 2026Q2: 21,827 shares 21,827 $1.24M 0.07% +1,116 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,392 shares; 2026Q2: 25,392 shares 25,392 $1.23M 0.06% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,035 shares; 2025Q4: 8,234 shares; 2026Q1: 12,116 shares; 2026Q2: 16,895 shares 16,895 $1.23M 0.06% +4,779 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 911 shares; 2024Q4: 905 shares; 2025Q1: 1,694 shares; 2025Q2: 1,364 shares; 2025Q3: 2,464 shares; 2025Q4: 2,380 shares; 2026Q1: 2,491 shares; 2026Q2: 9,832 shares 9,832 $1.22M 0.06% +7,341 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,252 shares; 2024Q4: 2,547 shares; 2025Q1: 2,925 shares; 2025Q2: 1,435 shares; 2025Q3: 2,576 shares; 2025Q4: 3,359 shares; 2026Q1: 4,015 shares; 2026Q2: 5,407 shares 5,407 $1.21M 0.06% +1,392 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,357 shares; 2024Q4: 75,428 shares; 2025Q1: 73,116 shares; 2025Q2: 38,795 shares; 2025Q3: 17,398 shares; 2025Q4: 26,973 shares; 2026Q1: 26,457 shares; 2026Q2: 25,440 shares 25,440 $1.21M 0.06% -1,017 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,888 shares; 2026Q2: 11,888 shares 11,888 $1.2M 0.06% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,587 shares; 2024Q4: 3,405 shares; 2025Q1: 3,402 shares; 2025Q2: 3,572 shares; 2025Q3: not reported; 2025Q4: 4,321 shares; 2026Q1: 4,792 shares; 2026Q2: 7,887 shares 7,887 $1.2M 0.06% +3,095 Timeline LGRO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,758 shares; 2026Q2: 27,672 shares 27,672 $1.2M 0.06% -55,086 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,800 shares 4,800 $1.19M 0.06% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,627 shares; 2024Q4: 2,346 shares; 2025Q1: 2,778 shares; 2025Q2: 545 shares; 2025Q3: 827 shares; 2025Q4: 726 shares; 2026Q1: 892 shares; 2026Q2: 1,159 shares 1,159 $1.17M 0.06% +267 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,008 shares; 2024Q4: 949 shares; 2025Q1: 1,250 shares; 2025Q2: 1,610 shares; 2025Q3: 2,368 shares; 2025Q4: 2,652 shares; 2026Q1: 2,731 shares; 2026Q2: 3,919 shares 3,919 $1.17M 0.06% +1,188 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,601 shares; 2025Q2: 5,392 shares; 2025Q3: 5,969 shares; 2025Q4: 6,687 shares; 2026Q1: 8,021 shares; 2026Q2: 8,351 shares 8,351 $1.17M 0.06% +330 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,524 shares; 2025Q4: 2,579 shares; 2026Q1: 2,662 shares; 2026Q2: 11,626 shares 11,626 $1.16M 0.06% +8,964 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,522 shares 15,522 $1.15M 0.06% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,122 shares; 2024Q4: 89,684 shares; 2025Q1: 33,065 shares; 2025Q2: 29,023 shares; 2025Q3: 8,639 shares; 2025Q4: 7,202 shares; 2026Q1: 5,665 shares; 2026Q2: 15,259 shares 15,259 $1.15M 0.06% +9,594 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,970 shares; 2026Q1: 5,336 shares; 2026Q2: 16,372 shares 16,372 $1.14M 0.06% +11,036 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,469 shares; 2024Q4: 7,594 shares; 2025Q1: 5,729 shares; 2025Q2: 5,611 shares; 2025Q3: 7,870 shares; 2025Q4: 8,588 shares; 2026Q1: 17,759 shares; 2026Q2: 10,166 shares 10,166 $1.12M 0.06% -7,593 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,908 shares 10,908 $1.12M 0.06% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,801 shares; 2025Q4: 16,222 shares; 2026Q1: 17,659 shares; 2026Q2: 18,024 shares 18,024 $1.12M 0.06% +365 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,647 shares; 2025Q3: 26,007 shares; 2025Q4: 27,159 shares; 2026Q1: 27,091 shares; 2026Q2: 21,037 shares 21,037 $1.11M 0.06% -6,054 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921 shares; 2024Q4: 1,011 shares; 2025Q1: 723 shares; 2025Q2: 742 shares; 2025Q3: 845 shares; 2025Q4: 1,599 shares; 2026Q1: 1,958 shares; 2026Q2: 2,163 shares 2,163 $1.1M 0.06% +205 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 1,177 shares; 2025Q4: 1,233 shares; 2026Q1: 2,541 shares; 2026Q2: 3,188 shares 3,188 $1.09M 0.06% +647 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,516 shares; 2024Q4: 97,711 shares; 2025Q1: 99,906 shares; 2025Q2: 117,682 shares; 2025Q3: 73,721 shares; 2025Q4: 73,547 shares; 2026Q1: 75,268 shares; 2026Q2: 77,386 shares 77,386 $1.08M 0.06% +2,118 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,540 shares; 2024Q4: 8,784 shares; 2025Q1: 8,290 shares; 2025Q2: 7,729 shares; 2025Q3: 2,680 shares; 2025Q4: 2,812 shares; 2026Q1: 3,009 shares; 2026Q2: 3,979 shares 3,979 $1.08M 0.06% +970 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,805 shares 9,805 $1.07M 0.06% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,195 shares; 2024Q4: 10,234 shares; 2025Q1: 7,965 shares; 2025Q2: 8,450 shares; 2025Q3: 4,045 shares; 2025Q4: 4,164 shares; 2026Q1: 6,460 shares; 2026Q2: 9,128 shares 9,128 $1.07M 0.06% +2,668 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,234 shares; 2024Q4: 3,183 shares; 2025Q1: 3,778 shares; 2025Q2: 4,469 shares; 2025Q3: 8,473 shares; 2025Q4: 9,318 shares; 2026Q1: 9,518 shares; 2026Q2: 10,878 shares 10,878 $1.07M 0.06% +1,360 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,403 shares; 2024Q4: 14,677 shares; 2025Q1: 10,925 shares; 2025Q2: 6,456 shares; 2025Q3: 4,042 shares; 2025Q4: 3,537 shares; 2026Q1: 2,979 shares; 2026Q2: 6,437 shares 6,437 $1.07M 0.06% +3,458 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares; 2026Q2: 2,602 shares 2,602 $1.07M 0.06% +1,580 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,356 shares; 2026Q2: 23,989 shares 23,989 $1.07M 0.06% +10,633 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,385 shares; 2024Q4: 60,185 shares; 2025Q1: 28,451 shares; 2025Q2: 155,272 shares; 2025Q3: 7,019 shares; 2025Q4: 12,275 shares; 2026Q1: not reported; 2026Q2: 23,907 shares 23,907 $1.05M 0.06% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,793 shares; 2024Q4: 36,696 shares; 2025Q1: 37,081 shares; 2025Q2: 40,197 shares; 2025Q3: 22,061 shares; 2025Q4: 21,698 shares; 2026Q1: 23,360 shares; 2026Q2: 21,621 shares 21,621 $1.05M 0.05% -1,739 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,459 shares; 2024Q4: 63,816 shares; 2025Q1: 28,840 shares; 2025Q2: 93,358 shares; 2025Q3: 6,395 shares; 2025Q4: 13,288 shares; 2026Q1: 16,454 shares; 2026Q2: 23,084 shares 23,084 $1.05M 0.05% +6,630 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,960 shares; 2025Q4: 19,100 shares; 2026Q1: 14,652 shares; 2026Q2: 19,485 shares 19,485 $1.04M 0.05% +4,833 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,616 shares; 2025Q3: 2,767 shares; 2025Q4: 3,741 shares; 2026Q1: 4,651 shares; 2026Q2: 7,315 shares 7,315 $1.02M 0.05% +2,664 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,590 shares; 2024Q4: 17,081 shares; 2025Q1: 13,694 shares; 2025Q2: 13,690 shares; 2025Q3: 15,188 shares; 2025Q4: 15,999 shares; 2026Q1: 15,628 shares; 2026Q2: 17,117 shares 17,117 $1.01M 0.05% +1,489 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,758 shares; 2025Q3: 6,804 shares; 2025Q4: 6,824 shares; 2026Q1: 5,250 shares; 2026Q2: 6,220 shares 6,220 $1M 0.05% +970 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,040 shares 32,040 $1M 0.05% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,339 shares; 2025Q3: 2,595 shares; 2025Q4: 2,048 shares; 2026Q1: 2,027 shares; 2026Q2: 1,845 shares 1,845 $1000K 0.05% -182 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011 shares; 2024Q4: 1,086 shares; 2025Q1: 1,920 shares; 2025Q2: 2,004 shares; 2025Q3: 2,648 shares; 2025Q4: 2,884 shares; 2026Q1: 3,391 shares; 2026Q2: 3,253 shares 3,253 $996K 0.05% -138 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,822 shares; 2026Q2: 27,187 shares 27,187 $995K 0.05% +7,365 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,779 shares; 2025Q1: 3,585 shares; 2025Q2: 6,281 shares; 2025Q3: 7,008 shares; 2025Q4: 7,290 shares; 2026Q1: 7,959 shares; 2026Q2: 11,430 shares 11,430 $994K 0.05% +3,471 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,661 shares; 2024Q4: 5,596 shares; 2025Q1: 4,634 shares; 2025Q2: 3,089 shares; 2025Q3: 2,470 shares; 2025Q4: 3,189 shares; 2026Q1: 3,087 shares; 2026Q2: 4,160 shares 4,160 $984K 0.05% +1,073 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,063 shares; 2025Q2: 3,990 shares; 2025Q3: 14,020 shares; 2025Q4: 14,544 shares; 2026Q1: 12,418 shares; 2026Q2: 12,134 shares 12,134 $984K 0.05% -284 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,805 shares; 2024Q4: 7,273 shares; 2025Q1: 5,518 shares; 2025Q2: 6,352 shares; 2025Q3: 3,652 shares; 2025Q4: 3,424 shares; 2026Q1: 5,358 shares; 2026Q2: 12,082 shares 12,082 $982K 0.05% +6,724 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,570 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,553 shares; 2026Q1: 3,795 shares; 2026Q2: 4,940 shares 4,940 $976K 0.05% +1,145 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,225 shares; 2024Q4: 225,026 shares; 2025Q1: 316,979 shares; 2025Q2: 1,755,440 shares; 2025Q3: 59,874 shares; 2025Q4: 56,614 shares; 2026Q1: 54,119 shares; 2026Q2: 52,695 shares 52,695 $971K 0.05% -1,424 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,791 shares; 2025Q1: 15,999 shares; 2025Q2: 17,020 shares; 2025Q3: 16,198 shares; 2025Q4: 19,660 shares; 2026Q1: 20,313 shares; 2026Q2: 21,189 shares 21,189 $970K 0.05% +876 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,328 shares; 2025Q2: 9,796 shares; 2025Q3: 8,136 shares; 2025Q4: 3,833 shares; 2026Q1: 15,920 shares; 2026Q2: 15,904 shares 15,904 $970K 0.05% -16 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,469 shares 24,469 $967K 0.05% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,488 shares 2,488 $959K 0.05% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,104 shares; 2026Q2: 1,475 shares 1,475 $942K 0.05% +371 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,285 shares; 2025Q1: 14,275 shares; 2025Q2: 17,496 shares; 2025Q3: 17,458 shares; 2025Q4: 18,550 shares; 2026Q1: 21,089 shares; 2026Q2: 28,587 shares 28,587 $937K 0.05% +7,498 Timeline XNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,528 shares 23,528 $932K 0.05% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 407 shares 407 $925K 0.05% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,339 shares; 2024Q4: 53,830 shares; 2025Q1: 46,797 shares; 2025Q2: 87,238 shares; 2025Q3: 50,521 shares; 2025Q4: 35,847 shares; 2026Q1: 35,698 shares; 2026Q2: 39,653 shares 39,653 $917K 0.05% +3,955 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 142,140 shares; 2025Q4: 126,190 shares; 2026Q1: 85,243 shares; 2026Q2: 19,530 shares 19,530 $915K 0.05% -65,713 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,448 shares; 2024Q4: 13,249 shares; 2025Q1: 12,083 shares; 2025Q2: 5,647 shares; 2025Q3: 5,879 shares; 2025Q4: 18,947 shares; 2026Q1: not reported; 2026Q2: 21,414 shares 21,414 $915K 0.05% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,766 shares; 2025Q4: 11,496 shares; 2026Q1: 10,628 shares; 2026Q2: 11,813 shares 11,813 $900K 0.05% +1,185 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,781 shares; 2025Q4: 12,670 shares; 2026Q1: 12,748 shares; 2026Q2: 14,886 shares 14,886 $898K 0.05% +2,138 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 1,286 shares; 2025Q1: 1,460 shares; 2025Q2: 2,106 shares; 2025Q3: 2,264 shares; 2025Q4: 2,158 shares; 2026Q1: 2,398 shares; 2026Q2: 2,511 shares 2,511 $889K 0.05% +113 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,026 shares; 2025Q4: 8,020 shares; 2026Q1: 8,020 shares; 2026Q2: 10,837 shares 10,837 $888K 0.05% +2,817 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,581 shares; 2025Q3: 12,234 shares; 2025Q4: 10,171 shares; 2026Q1: 8,979 shares; 2026Q2: 5,218 shares 5,218 $887K 0.05% -3,761 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,547 shares; 2025Q3: 1,894 shares; 2025Q4: 1,541 shares; 2026Q1: 4,427 shares; 2026Q2: 5,980 shares 5,980 $873K 0.05% +1,553 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,868 shares; 2025Q4: 8,122 shares; 2026Q1: 8,148 shares; 2026Q2: 8,816 shares 8,816 $866K 0.05% +668 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,649 shares; 2025Q4: 2,959 shares; 2026Q1: 3,394 shares; 2026Q2: 3,549 shares 3,549 $860K 0.05% +155 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,165 shares; 2026Q2: 11,165 shares 11,165 $856K 0.04% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,434 shares; 2024Q4: 1,862 shares; 2025Q1: 1,860 shares; 2025Q2: 2,357 shares; 2025Q3: 2,555 shares; 2025Q4: 2,723 shares; 2026Q1: 2,822 shares; 2026Q2: 2,493 shares 2,493 $855K 0.04% -329 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,186 shares; 2024Q4: 15,351 shares; 2025Q1: 16,256 shares; 2025Q2: 15,897 shares; 2025Q3: 14,483 shares; 2025Q4: 15,195 shares; 2026Q1: 15,888 shares; 2026Q2: 15,816 shares 15,816 $854K 0.04% -72 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,161 shares; 2024Q4: 5,215 shares; 2025Q1: 5,055 shares; 2025Q2: 3,993 shares; 2025Q3: 3,858 shares; 2025Q4: 3,894 shares; 2026Q1: 9,029 shares; 2026Q2: 12,661 shares 12,661 $851K 0.04% +3,632 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 424 shares 424 $844K 0.04% new Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,008 shares 11,008 $843K 0.04% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,377 shares; 2026Q2: 6,492 shares 6,492 $829K 0.04% +2,115 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,795 shares; 2024Q4: 21,621 shares; 2025Q1: 23,343 shares; 2025Q2: 23,271 shares; 2025Q3: 24,550 shares; 2025Q4: 27,348 shares; 2026Q1: 28,383 shares; 2026Q2: 28,484 shares 28,484 $825K 0.04% +101 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,460 shares; 2026Q1: 20,722 shares; 2026Q2: 22,140 shares 22,140 $825K 0.04% +1,418 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,822 shares; 2026Q1: 17,809 shares; 2026Q2: 27,051 shares 27,051 $825K 0.04% +9,242 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,291 shares; 2025Q4: 10,294 shares; 2026Q1: 10,066 shares; 2026Q2: 11,190 shares 11,190 $824K 0.04% +1,124 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,937 shares; 2024Q4: 14,488 shares; 2025Q1: 14,618 shares; 2025Q2: 18,645 shares; 2025Q3: 15,298 shares; 2025Q4: 13,936 shares; 2026Q1: 28,844 shares; 2026Q2: 29,637 shares 29,637 $821K 0.04% +793 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,086 shares; 2024Q4: 12,031 shares; 2025Q1: 10,217 shares; 2025Q2: 7,847 shares; 2025Q3: 5,088 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,984 shares 18,984 $813K 0.04% new Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,764 shares; 2025Q1: 44,786 shares; 2025Q2: 30,991 shares; 2025Q3: 31,675 shares; 2025Q4: 32,575 shares; 2026Q1: 36,149 shares; 2026Q2: 38,827 shares 38,827 $812K 0.04% +2,678 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,121 shares; 2026Q1: 3,202 shares; 2026Q2: 3,378 shares 3,378 $804K 0.04% +176 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,253 shares; 2026Q2: 31,924 shares 31,924 $796K 0.04% -6,329 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,908 shares; 2024Q4: 8,742 shares; 2025Q1: 59,003 shares; 2025Q2: 147,326 shares; 2025Q3: 20,050 shares; 2025Q4: 19,616 shares; 2026Q1: 18,519 shares; 2026Q2: 17,662 shares 17,662 $795K 0.04% -857 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,261 shares; 2024Q4: 11,614 shares; 2025Q1: 10,730 shares; 2025Q2: 7,695 shares; 2025Q3: 5,699 shares; 2025Q4: 4,037 shares; 2026Q1: 3,828 shares; 2026Q2: 8,199 shares 8,199 $792K 0.04% +4,371 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,769 shares; 2024Q4: 138,643 shares; 2025Q1: 69,768 shares; 2025Q2: 50,931 shares; 2025Q3: not reported; 2025Q4: 14,047 shares; 2026Q1: not reported; 2026Q2: 17,700 shares 17,700 $792K 0.04% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,159 shares; 2024Q4: 3,160 shares; 2025Q1: 3,161 shares; 2025Q2: 2,272 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,278 shares; 2026Q2: 8,308 shares 8,308 $786K 0.04% +4,030 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,511 shares; 2025Q3: 10,593 shares; 2025Q4: 18,399 shares; 2026Q1: 15,670 shares; 2026Q2: 14,062 shares 14,062 $785K 0.04% -1,608 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,471 shares; 2024Q4: 4,183 shares; 2025Q1: 4,474 shares; 2025Q2: 3,353 shares; 2025Q3: 5,388 shares; 2025Q4: 5,206 shares; 2026Q1: 5,063 shares; 2026Q2: 4,770 shares 4,770 $785K 0.04% -293 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,488 shares; 2024Q4: 9,512 shares; 2025Q1: 9,831 shares; 2025Q2: 9,417 shares; 2025Q3: 8,039 shares; 2025Q4: 8,225 shares; 2026Q1: 7,658 shares; 2026Q2: 7,608 shares 7,608 $784K 0.04% -50 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,119 shares; 2025Q4: 110,067 shares; 2026Q1: 20,783 shares; 2026Q2: 28,705 shares 28,705 $779K 0.04% +7,922 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,059 shares 10,059 $777K 0.04% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,867 shares; 2024Q4: 2,494 shares; 2025Q1: not reported; 2025Q2: 1,053 shares; 2025Q3: 2,111 shares; 2025Q4: 1,928 shares; 2026Q1: 2,481 shares; 2026Q2: 2,572 shares 2,572 $773K 0.04% +91 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 798 shares 798 $771K 0.04% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,351 shares; 2026Q2: 15,238 shares 15,238 $768K 0.04% +1,887 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 921 shares; 2026Q1: 964 shares; 2026Q2: 2,322 shares 2,322 $767K 0.04% +1,358 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,326 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,283 shares; 2025Q3: not reported; 2025Q4: 3,106 shares; 2026Q1: 6,281 shares; 2026Q2: 7,946 shares 7,946 $766K 0.04% +1,665 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,239 shares; 2026Q2: 9,312 shares 9,312 $765K 0.04% +6,073 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,831 shares; 2025Q4: 5,155 shares; 2026Q1: 5,993 shares; 2026Q2: 7,089 shares 7,089 $764K 0.04% +1,096 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 433 shares; 2025Q3: 355 shares; 2025Q4: 394 shares; 2026Q1: 399 shares; 2026Q2: 644 shares 644 $757K 0.04% +245 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380 shares 380 $753K 0.04% new Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,617 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,404 shares 17,404 $749K 0.04% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,072 shares; 2026Q2: 9,822 shares 9,822 $748K 0.04% +1,750 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,998 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,166 shares 18,166 $744K 0.04% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,189 shares; 2024Q4: 4,036 shares; 2025Q1: 6,154 shares; 2025Q2: 15,123 shares; 2025Q3: 18,930 shares; 2025Q4: 22,587 shares; 2026Q1: 25,564 shares; 2026Q2: 10,326 shares 10,326 $743K 0.04% -15,238 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,823 shares; 2026Q2: 18,031 shares 18,031 $743K 0.04% -2,792 Timeline INTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,028 shares; 2026Q2: 24,259 shares 24,259 $742K 0.04% +14,231 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,691 shares; 2024Q4: 1,881 shares; 2025Q1: 1,869 shares; 2025Q2: 6,300 shares; 2025Q3: 3,074 shares; 2025Q4: 2,283 shares; 2026Q1: 2,075 shares; 2026Q2: 2,041 shares 2,041 $739K 0.04% -34 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,286 shares; 2026Q1: 8,421 shares; 2026Q2: 8,498 shares 8,498 $739K 0.04% +77 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,290 shares; 2024Q4: 12,032 shares; 2025Q1: 13,912 shares; 2025Q2: 14,577 shares; 2025Q3: 10,713 shares; 2025Q4: 7,014 shares; 2026Q1: 7,657 shares; 2026Q2: 7,649 shares 7,649 $738K 0.04% -8 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,018 shares; 2025Q3: 56,986 shares; 2025Q4: 36,044 shares; 2026Q1: 29,525 shares; 2026Q2: 27,655 shares 27,655 $737K 0.04% -1,870 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,408 shares; 2025Q3: 3,935 shares; 2025Q4: 2,973 shares; 2026Q1: 2,959 shares; 2026Q2: 2,115 shares 2,115 $721K 0.04% -844 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,137 shares; 2026Q1: 14,417 shares; 2026Q2: 20,882 shares 20,882 $717K 0.04% +6,465 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,566 shares; 2025Q1: 2,558 shares; 2025Q2: 2,585 shares; 2025Q3: 2,505 shares; 2025Q4: 2,512 shares; 2026Q1: 2,673 shares; 2026Q2: 4,529 shares 4,529 $711K 0.04% +1,856 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,019 shares; 2026Q2: 22,173 shares 22,173 $709K 0.04% +2,154 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,775 shares; 2025Q4: 7,768 shares; 2026Q1: 8,406 shares; 2026Q2: 11,848 shares 11,848 $698K 0.04% +3,442 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,096 shares 15,096 $691K 0.04% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,402 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,444 shares; 2026Q2: 12,197 shares 12,197 $687K 0.04% +753 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,141 shares; 2024Q4: 5,065 shares; 2025Q1: 4,737 shares; 2025Q2: 2,139 shares; 2025Q3: 2,854 shares; 2025Q4: 1,758 shares; 2026Q1: 1,666 shares; 2026Q2: 4,535 shares 4,535 $673K 0.04% +2,869 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,096 shares; 2024Q4: 23,965 shares; 2025Q1: 19,236 shares; 2025Q2: 17,893 shares; 2025Q3: 17,577 shares; 2025Q4: 16,451 shares; 2026Q1: 17,611 shares; 2026Q2: 16,799 shares 16,799 $672K 0.04% -812 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,049 shares; 2025Q3: 1,935 shares; 2025Q4: 1,754 shares; 2026Q1: 1,737 shares; 2026Q2: 4,146 shares 4,146 $663K 0.03% +2,409 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,188 shares; 2025Q4: 2,457 shares; 2026Q1: 2,140 shares; 2026Q2: 3,891 shares 3,891 $662K 0.03% +1,751 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,651 shares; 2024Q4: 10,283 shares; 2025Q1: 9,234 shares; 2025Q2: 9,040 shares; 2025Q3: 6,751 shares; 2025Q4: 6,664 shares; 2026Q1: 6,337 shares; 2026Q2: 6,923 shares 6,923 $661K 0.03% +586 Timeline IFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,388 shares 12,388 $657K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: 1,674 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,477 shares; 2026Q2: 2,548 shares 2,548 $651K 0.03% +71 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,219 shares; 2025Q2: 28,660 shares; 2025Q3: 31,844 shares; 2025Q4: 26,072 shares; 2026Q1: 24,257 shares; 2026Q2: 23,248 shares 23,248 $651K 0.03% -1,009 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,333 shares; 2024Q4: 6,304 shares; 2025Q1: 5,648 shares; 2025Q2: 5,293 shares; 2025Q3: 4,345 shares; 2025Q4: 2,701 shares; 2026Q1: 2,606 shares; 2026Q2: 2,569 shares 2,569 $648K 0.03% -37 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,919 shares; 2024Q4: 7,148 shares; 2025Q1: 6,369 shares; 2025Q2: 6,964 shares; 2025Q3: 10,353 shares; 2025Q4: 10,313 shares; 2026Q1: 15,015 shares; 2026Q2: 10,832 shares 10,832 $647K 0.03% -4,183 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,945 shares; 2025Q1: 2,364 shares; 2025Q2: not reported; 2025Q3: 3,768 shares; 2025Q4: 4,452 shares; 2026Q1: 3,513 shares; 2026Q2: 3,529 shares 3,529 $643K 0.03% +16 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,223 shares; 2025Q4: 3,788 shares; 2026Q1: 3,819 shares; 2026Q2: 3,637 shares 3,637 $638K 0.03% -182 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,105 shares; 2026Q1: 2,377 shares; 2026Q2: 4,302 shares 4,302 $631K 0.03% +1,925 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,311 shares; 2024Q4: 4,092 shares; 2025Q1: 3,943 shares; 2025Q2: 5,605 shares; 2025Q3: 2,322 shares; 2025Q4: 1,904 shares; 2026Q1: 2,208 shares; 2026Q2: 3,484 shares 3,484 $630K 0.03% +1,276 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,893 shares; 2026Q1: 14,523 shares; 2026Q2: 13,304 shares 13,304 $630K 0.03% -1,219 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,257 shares; 2024Q4: 1,432 shares; 2025Q1: 2,480 shares; 2025Q2: 2,172 shares; 2025Q3: 2,253 shares; 2025Q4: 1,447 shares; 2026Q1: 1,065 shares; 2026Q2: 1,672 shares 1,672 $625K 0.03% +607 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,082 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,428 shares; 2025Q4: 4,535 shares; 2026Q1: 3,731 shares; 2026Q2: 11,096 shares 11,096 $623K 0.03% +7,365 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,045 shares; 2026Q1: 20,432 shares; 2026Q2: 20,486 shares 20,486 $619K 0.03% +54 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,868 shares 21,868 $613K 0.03% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,814 shares 1,814 $607K 0.03% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,851 shares; 2025Q4: 6,444 shares; 2026Q1: 5,201 shares; 2026Q2: 3,988 shares 3,988 $607K 0.03% -1,213 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,123 shares; 2024Q4: 3,985 shares; 2025Q1: 3,879 shares; 2025Q2: 7,992 shares; 2025Q3: 3,428 shares; 2025Q4: 3,373 shares; 2026Q1: 3,458 shares; 2026Q2: 6,317 shares 6,317 $605K 0.03% +2,859 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,391 shares; 2025Q3: 22,297 shares; 2025Q4: 22,235 shares; 2026Q1: 22,472 shares; 2026Q2: 14,017 shares 14,017 $604K 0.03% -8,455 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,328 shares; 2026Q2: 2,319 shares 2,319 $604K 0.03% +991 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,666 shares; 2025Q3: 3,900 shares; 2025Q4: 2,645 shares; 2026Q1: 2,155 shares; 2026Q2: 1,699 shares 1,699 $602K 0.03% -456 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,616 shares; 2024Q4: 10,862 shares; 2025Q1: 8,870 shares; 2025Q2: 7,423 shares; 2025Q3: 12,079 shares; 2025Q4: 10,732 shares; 2026Q1: 15,052 shares; 2026Q2: 7,848 shares 7,848 $602K 0.03% -7,204 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,006 shares; 2026Q2: 7,268 shares 7,268 $600K 0.03% -17,738 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 838 shares 838 $597K 0.03% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,552 shares; 2025Q4: 31,129 shares; 2026Q1: 47,859 shares; 2026Q2: 16,090 shares 16,090 $591K 0.03% -31,769 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,337 shares; 2026Q2: 11,658 shares 11,658 $587K 0.03% +6,321 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,321 shares; 2025Q2: 13,071 shares; 2025Q3: 13,098 shares; 2025Q4: 23,313 shares; 2026Q1: 26,718 shares; 2026Q2: 21,378 shares 21,378 $586K 0.03% -5,340 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,592 shares; 2026Q1: 14,303 shares; 2026Q2: 19,681 shares 19,681 $585K 0.03% +5,378 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 805 shares; 2026Q1: 912 shares; 2026Q2: 912 shares 912 $584K 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,889 shares; 2024Q4: 122,149 shares; 2025Q1: 106,050 shares; 2025Q2: 175,758 shares; 2025Q3: 46,281 shares; 2025Q4: 59,334 shares; 2026Q1: 54,206 shares; 2026Q2: 10,870 shares 10,870 $583K 0.03% -43,336 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,889 shares; 2025Q4: 3,242 shares; 2026Q1: 2,943 shares; 2026Q2: 2,322 shares 2,322 $579K 0.03% -621 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,677 shares; 2026Q2: 22,444 shares 22,444 $578K 0.03% -34,233 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,685 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,589 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,427 shares; 2026Q2: 9,260 shares 9,260 $576K 0.03% -7,167 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,812 shares 2,812 $562K 0.03% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,883 shares 10,883 $561K 0.03% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,508 shares; 2026Q2: 28,882 shares 28,882 $552K 0.03% -11,626 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 110,379 shares; 2025Q1: 104,522 shares; 2025Q2: 17,039 shares; 2025Q3: 16,022 shares; 2025Q4: 15,499 shares; 2026Q1: 17,307 shares; 2026Q2: 15,260 shares 15,260 $551K 0.03% -2,047 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 782 shares; 2024Q4: 711 shares; 2025Q1: 715 shares; 2025Q2: 1,122 shares; 2025Q3: 707 shares; 2025Q4: 487 shares; 2026Q1: 493 shares; 2026Q2: 564 shares 564 $551K 0.03% +71 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,985 shares 9,985 $549K 0.03% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,832 shares; 2025Q4: 12,770 shares; 2026Q1: 15,509 shares; 2026Q2: 14,906 shares 14,906 $549K 0.03% -603 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,006 shares; 2024Q4: 2,134 shares; 2025Q1: 2,018 shares; 2025Q2: 2,553 shares; 2025Q3: 6,778 shares; 2025Q4: 8,140 shares; 2026Q1: 1,610 shares; 2026Q2: 1,587 shares 1,587 $546K 0.03% -23 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,268 shares; 2026Q2: 19,930 shares 19,930 $546K 0.03% +17,662 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,082 shares; 2024Q4: 2,608 shares; 2025Q1: not reported; 2025Q2: 3,181 shares; 2025Q3: 4,103 shares; 2025Q4: 4,523 shares; 2026Q1: 4,761 shares; 2026Q2: 5,703 shares 5,703 $545K 0.03% +942 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 555 shares; 2026Q1: 651 shares; 2026Q2: 655 shares 655 $544K 0.03% +4 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,956 shares; 2024Q4: 3,931 shares; 2025Q1: 3,972 shares; 2025Q2: 1,848 shares; 2025Q3: 2,846 shares; 2025Q4: 2,092 shares; 2026Q1: 5,876 shares; 2026Q2: 3,707 shares 3,707 $543K 0.03% -2,169 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,549 shares; 2024Q4: 70,660 shares; 2025Q1: 53,976 shares; 2025Q2: 11,479 shares; 2025Q3: 6,633 shares; 2025Q4: 11,127 shares; 2026Q1: 27,424 shares; 2026Q2: 10,945 shares 10,945 $539K 0.03% -16,479 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,182 shares; 2026Q1: 2,997 shares; 2026Q2: 2,870 shares 2,870 $539K 0.03% -127 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,462 shares; 2024Q4: 36,661 shares; 2025Q1: 18,899 shares; 2025Q2: 9,381 shares; 2025Q3: 8,160 shares; 2025Q4: 10,453 shares; 2026Q1: 10,393 shares; 2026Q2: 10,411 shares 10,411 $535K 0.03% +18 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,797 shares; 2026Q2: 8,237 shares 8,237 $531K 0.03% +3,440 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,424 shares; 2025Q4: 2,014 shares; 2026Q1: 2,254 shares; 2026Q2: 2,838 shares 2,838 $531K 0.03% +584 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,629 shares 20,629 $528K 0.03% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,721 shares; 2025Q3: 21,627 shares; 2025Q4: 22,591 shares; 2026Q1: 22,711 shares; 2026Q2: 22,826 shares 22,826 $526K 0.03% +115 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,043 shares; 2024Q4: 4,051 shares; 2025Q1: 4,054 shares; 2025Q2: 2,716 shares; 2025Q3: 2,730 shares; 2025Q4: 2,732 shares; 2026Q1: 2,291 shares; 2026Q2: 2,283 shares 2,283 $524K 0.03% -8 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,516 shares; 2024Q4: 21,422 shares; 2025Q1: 18,120 shares; 2025Q2: 17,789 shares; 2025Q3: 15,193 shares; 2025Q4: 20,002 shares; 2026Q1: 9,557 shares; 2026Q2: 9,227 shares 9,227 $521K 0.03% -330 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,533 shares; 2026Q2: 21,308 shares 21,308 $514K 0.03% +3,775 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,461 shares; 2026Q2: 2,706 shares 2,706 $513K 0.03% +245 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,947 shares; 2026Q1: 22,732 shares; 2026Q2: 9,787 shares 9,787 $512K 0.03% -12,945 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,736 shares; 2024Q4: 8,475 shares; 2025Q1: 9,462 shares; 2025Q2: 77,068 shares; 2025Q3: 80,588 shares; 2025Q4: 81,934 shares; 2026Q1: 13,677 shares; 2026Q2: 12,343 shares 12,343 $510K 0.03% -1,334 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,076 shares 3,076 $509K 0.03% new Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,415 shares; 2026Q1: 2,303 shares; 2026Q2: 1,753 shares 1,753 $500K 0.03% -550 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,432 shares; 2024Q4: 136,471 shares; 2025Q1: 200,898 shares; 2025Q2: 295,291 shares; 2025Q3: 11,764 shares; 2025Q4: 11,318 shares; 2026Q1: 10,935 shares; 2026Q2: 10,632 shares 10,632 $496K 0.03% -303 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,197 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,047 shares; 2025Q4: 4,023 shares; 2026Q1: 3,735 shares; 2026Q2: 3,907 shares 3,907 $494K 0.03% +172 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,524 shares; 2025Q4: 3,822 shares; 2026Q1: 3,472 shares; 2026Q2: 5,259 shares 5,259 $492K 0.03% +1,787 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,492 shares; 2026Q1: 11,459 shares; 2026Q2: 9,549 shares 9,549 $490K 0.03% -1,910 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,486 shares; 2026Q1: 6,933 shares; 2026Q2: 9,929 shares 9,929 $489K 0.03% +2,996 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,240 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,327 shares; 2026Q2: 19,812 shares 19,812 $489K 0.03% +2,485 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,364 shares; 2026Q1: 2,491 shares; 2026Q2: 2,365 shares 2,365 $487K 0.03% -126 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,080 shares 6,080 $486K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,264 shares; 2024Q4: 16,276 shares; 2025Q1: 16,179 shares; 2025Q2: 4,693 shares; 2025Q3: 3,037 shares; 2025Q4: 3,288 shares; 2026Q1: 4,518 shares; 2026Q2: 5,050 shares 5,050 $486K 0.03% +532 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,069 shares; 2025Q1: 53,574 shares; 2025Q2: 31,169 shares; 2025Q3: 22,517 shares; 2025Q4: 23,061 shares; 2026Q1: 23,008 shares; 2026Q2: 25,631 shares 25,631 $485K 0.03% +2,623 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,610 shares 1,610 $480K 0.03% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,883 shares; 2024Q4: 3,912 shares; 2025Q1: 4,206 shares; 2025Q2: 3,523 shares; 2025Q3: 3,502 shares; 2025Q4: 3,410 shares; 2026Q1: 3,330 shares; 2026Q2: 3,272 shares 3,272 $479K 0.03% -58 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,854 shares; 2024Q4: 3,602 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,696 shares; 2025Q4: 3,428 shares; 2026Q1: 2,568 shares; 2026Q2: 4,220 shares 4,220 $476K 0.02% +1,652 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,934 shares; 2025Q3: 25,080 shares; 2025Q4: 13,354 shares; 2026Q1: 13,354 shares; 2026Q2: 13,354 shares 13,354 $469K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,120 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,521 shares; 2026Q2: 2,764 shares 2,764 $467K 0.02% +1,243 Timeline CNAV COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,731 shares; 2026Q1: 9,731 shares; 2026Q2: 9,731 shares 9,731 $466K 0.02% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,591 shares 3,591 $459K 0.02% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,471 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,056 shares 4,056 $458K 0.02% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,351 shares; 2026Q2: 11,835 shares 11,835 $452K 0.02% +484 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,790 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,604 shares 15,604 $452K 0.02% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,158 shares; 2025Q3: 11,981 shares; 2025Q4: 7,313 shares; 2026Q1: 7,852 shares; 2026Q2: 7,813 shares 7,813 $450K 0.02% -39 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,009 shares; 2026Q2: 4,326 shares 4,326 $450K 0.02% +2,317 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,977 shares; 2024Q4: 3,423 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,924 shares; 2026Q2: 3,047 shares 3,047 $445K 0.02% +1,123 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,983 shares; 2025Q3: 15,760 shares; 2025Q4: 13,996 shares; 2026Q1: 14,059 shares; 2026Q2: 9,713 shares 9,713 $443K 0.02% -4,346 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,374 shares; 2024Q4: 11,015 shares; 2025Q1: 9,182 shares; 2025Q2: 7,152 shares; 2025Q3: 9,332 shares; 2025Q4: 9,170 shares; 2026Q1: 6,144 shares; 2026Q2: 6,389 shares 6,389 $440K 0.02% +245 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 748 shares; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 864 shares; 2025Q4: 915 shares; 2026Q1: 1,046 shares; 2026Q2: 1,108 shares 1,108 $440K 0.02% +62 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,545 shares; 2026Q2: 5,845 shares 5,845 $439K 0.02% +1,300 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 106,717 shares; 2025Q1: 98,543 shares; 2025Q2: 12,449 shares; 2025Q3: 14,343 shares; 2025Q4: 12,520 shares; 2026Q1: 12,272 shares; 2026Q2: 11,879 shares 11,879 $438K 0.02% -393 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,085 shares; 2025Q3: 5,609 shares; 2025Q4: 4,966 shares; 2026Q1: 5,395 shares; 2026Q2: 4,364 shares 4,364 $438K 0.02% -1,031 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,112 shares; 2024Q4: 6,634 shares; 2025Q1: 6,579 shares; 2025Q2: 919 shares; 2025Q3: 1,126 shares; 2025Q4: 1,455 shares; 2026Q1: 1,497 shares; 2026Q2: 1,831 shares 1,831 $438K 0.02% +334 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,473 shares; 2025Q2: 58,502 shares; 2025Q3: 37,331 shares; 2025Q4: 17,556 shares; 2026Q1: 12,705 shares; 2026Q2: 11,269 shares 11,269 $436K 0.02% -1,436 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,822 shares; 2025Q3: 7,100 shares; 2025Q4: 5,863 shares; 2026Q1: 4,662 shares; 2026Q2: 2,505 shares 2,505 $435K 0.02% -2,157 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,492 shares; 2024Q4: 23,924 shares; 2025Q1: 131,113 shares; 2025Q2: 72,764 shares; 2025Q3: 6,320 shares; 2025Q4: 5,322 shares; 2026Q1: 5,132 shares; 2026Q2: 5,025 shares 5,025 $434K 0.02% -107 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,240 shares; 2024Q4: 2,718 shares; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: 4,768 shares; 2025Q4: 3,968 shares; 2026Q1: 4,199 shares; 2026Q2: 4,655 shares 4,655 $434K 0.02% +456 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,088 shares; 2026Q1: 11,179 shares; 2026Q2: 10,665 shares 10,665 $433K 0.02% -514 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,629 shares; 2026Q2: 1,686 shares 1,686 $431K 0.02% -3,943 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,671 shares; 2025Q4: 30,182 shares; 2026Q1: 38,170 shares; 2026Q2: 39,414 shares 39,414 $430K 0.02% +1,244 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,857 shares; 2025Q3: 3,391 shares; 2025Q4: 1,987 shares; 2026Q1: 1,967 shares; 2026Q2: 1,684 shares 1,684 $429K 0.02% -283 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624 shares; 2024Q4: 1,577 shares; 2025Q1: 1,029 shares; 2025Q2: 1,818 shares; 2025Q3: 2,834 shares; 2025Q4: 2,927 shares; 2026Q1: 1,049 shares; 2026Q2: 1,143 shares 1,143 $418K 0.02% +94 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,406 shares; 2025Q1: 5,580 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,234 shares; 2026Q2: 4,627 shares 4,627 $417K 0.02% +1,393 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,099 shares; 2025Q1: 8,424 shares; 2025Q2: 8,424 shares; 2025Q3: 15,632 shares; 2025Q4: 15,632 shares; 2026Q1: 15,632 shares; 2026Q2: 15,632 shares 15,632 $417K 0.02% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,180 shares; 2025Q4: 6,955 shares; 2026Q1: 7,827 shares; 2026Q2: 7,470 shares 7,470 $415K 0.02% -357 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,480 shares; 2024Q4: 7,480 shares; 2025Q1: 8,770 shares; 2025Q2: 6,370 shares; 2025Q3: 6,980 shares; 2025Q4: 6,980 shares; 2026Q1: 9,245 shares; 2026Q2: 11,836 shares 11,836 $406K 0.02% +2,591 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,282 shares; 2024Q4: 6,254 shares; 2025Q1: 6,254 shares; 2025Q2: 6,265 shares; 2025Q3: 6,176 shares; 2025Q4: 16,935 shares; 2026Q1: 18,662 shares; 2026Q2: 6,927 shares 6,927 $405K 0.02% -11,735 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,290 shares; 2025Q3: 8,114 shares; 2025Q4: 7,632 shares; 2026Q1: 7,632 shares; 2026Q2: 7,571 shares 7,571 $403K 0.02% -61 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,824 shares; 2026Q2: 1,983 shares 1,983 $400K 0.02% +159 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,789 shares; 2024Q4: 4,013 shares; 2025Q1: 5,418 shares; 2025Q2: 5,816 shares; 2025Q3: 6,795 shares; 2025Q4: 4,928 shares; 2026Q1: 4,316 shares; 2026Q2: 5,178 shares 5,178 $399K 0.02% +862 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,007 shares; 2026Q2: 23,006 shares 23,006 $399K 0.02% -1 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,413 shares; 2025Q4: 8,734 shares; 2026Q1: 8,922 shares; 2026Q2: 8,158 shares 8,158 $399K 0.02% -764 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,211 shares; 2026Q1: 8,883 shares; 2026Q2: 9,042 shares 9,042 $396K 0.02% +159 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,635 shares; 2024Q4: 16,190 shares; 2025Q1: 16,549 shares; 2025Q2: 8,906 shares; 2025Q3: 7,411 shares; 2025Q4: 6,562 shares; 2026Q1: 6,726 shares; 2026Q2: 7,677 shares 7,677 $394K 0.02% +951 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611 shares; 2024Q4: 797 shares; 2025Q1: 989 shares; 2025Q2: 2,599 shares; 2025Q3: 6,429 shares; 2025Q4: 7,605 shares; 2026Q1: 889 shares; 2026Q2: 1,008 shares 1,008 $390K 0.02% +119 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,697 shares; 2024Q4: 16,697 shares; 2025Q1: 16,697 shares; 2025Q2: 15,187 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,919 shares 12,919 $386K 0.02% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,020 shares; 2025Q3: 2,038 shares; 2025Q4: 1,413 shares; 2026Q1: 1,419 shares; 2026Q2: 1,421 shares 1,421 $384K 0.02% +2 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,516 shares 7,516 $384K 0.02% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,250 shares; 2025Q2: 9,103 shares; 2025Q3: 3,114 shares; 2025Q4: 3,321 shares; 2026Q1: 4,831 shares; 2026Q2: 6,331 shares 6,331 $378K 0.02% +1,500 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,318 shares; 2025Q3: 1,143 shares; 2025Q4: 1,207 shares; 2026Q1: 1,246 shares; 2026Q2: 1,502 shares 1,502 $373K 0.02% +256 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 938 shares 938 $373K 0.02% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 873 shares; 2025Q4: 901 shares; 2026Q1: 914 shares; 2026Q2: 1,081 shares 1,081 $372K 0.02% +167 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,472 shares; 2026Q1: not reported; 2026Q2: 8,980 shares 8,980 $370K 0.02% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,460 shares; 2024Q4: 7,005 shares; 2025Q1: not reported; 2025Q2: 3,675 shares; 2025Q3: 2,394 shares; 2025Q4: 3,589 shares; 2026Q1: 3,232 shares; 2026Q2: 3,564 shares 3,564 $370K 0.02% +332 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,529 shares; 2024Q4: 12,914 shares; 2025Q1: 19,479 shares; 2025Q2: 10,339 shares; 2025Q3: not reported; 2025Q4: 7,961 shares; 2026Q1: 9,794 shares; 2026Q2: 10,099 shares 10,099 $369K 0.02% +305 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,571 shares; 2025Q4: 19,784 shares; 2026Q1: 20,066 shares; 2026Q2: 11,207 shares 11,207 $365K 0.02% -8,859 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,003 shares; 2025Q3: 6,371 shares; 2025Q4: 8,474 shares; 2026Q1: 6,898 shares; 2026Q2: 6,866 shares 6,866 $365K 0.02% -32 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,008 shares; 2026Q2: 7,297 shares 7,297 $360K 0.02% +289 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,347 shares; 2026Q2: 7,405 shares 7,405 $360K 0.02% +2,058 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,427 shares 4,427 $359K 0.02% new Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,310 shares; 2026Q2: 4,585 shares 4,585 $358K 0.02% +1,275 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,948 shares; 2024Q4: 199,518 shares; 2025Q1: 287,923 shares; 2025Q2: 250,011 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,294 shares; 2026Q2: 3,438 shares 3,438 $357K 0.02% -8,856 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,698 shares; 2026Q2: 33,752 shares 33,752 $357K 0.02% +11,054 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,547 shares; 2025Q1: 8,469 shares; 2025Q2: 7,870 shares; 2025Q3: 9,599 shares; 2025Q4: 26,200 shares; 2026Q1: 26,452 shares; 2026Q2: 6,999 shares 6,999 $354K 0.02% -19,453 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,327 shares; 2026Q1: 1,421 shares; 2026Q2: 1,752 shares 1,752 $351K 0.02% +331 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,476 shares; 2024Q4: 3,646 shares; 2025Q1: 2,693 shares; 2025Q2: 2,493 shares; 2025Q3: 1,494 shares; 2025Q4: 3,678 shares; 2026Q1: 4,228 shares; 2026Q2: 3,871 shares 3,871 $351K 0.02% -357 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,369 shares 15,369 $348K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,437 shares; 2026Q2: 2,752 shares 2,752 $348K 0.02% +315 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189 shares; 2026Q2: 251 shares 251 $347K 0.02% +62 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: not reported; 2025Q3: 441 shares; 2025Q4: 521 shares; 2026Q1: 1,166 shares; 2026Q2: 681 shares 681 $347K 0.02% -485 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,728 shares; 2025Q2: 14,453 shares; 2025Q3: 14,478 shares; 2025Q4: 15,483 shares; 2026Q1: 13,865 shares; 2026Q2: 12,827 shares 12,827 $342K 0.02% -1,038 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,616 shares; 2024Q4: 4,562 shares; 2025Q1: 3,814 shares; 2025Q2: 3,220 shares; 2025Q3: 3,045 shares; 2025Q4: 2,958 shares; 2026Q1: 2,856 shares; 2026Q2: 2,800 shares 2,800 $340K 0.02% -56 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,097 shares; 2025Q4: 6,299 shares; 2026Q1: 7,139 shares; 2026Q2: 6,501 shares 6,501 $339K 0.02% -638 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,222 shares; 2025Q3: 4,287 shares; 2025Q4: 4,179 shares; 2026Q1: 3,944 shares; 2026Q2: 5,612 shares 5,612 $339K 0.02% +1,668 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,299 shares; 2024Q4: 13,500 shares; 2025Q1: 13,092 shares; 2025Q2: 1,351 shares; 2025Q3: 3,792 shares; 2025Q4: 3,840 shares; 2026Q1: 1,643 shares; 2026Q2: 2,079 shares 2,079 $337K 0.02% +436 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,143 shares; 2026Q1: 1,415 shares; 2026Q2: 1,408 shares 1,408 $335K 0.02% -7 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,039 shares; 2025Q3: 2,623 shares; 2025Q4: 1,720 shares; 2026Q1: 1,396 shares; 2026Q2: 1,057 shares 1,057 $335K 0.02% -339 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,849 shares 2,849 $335K 0.02% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,240 shares; 2025Q4: 18,349 shares; 2026Q1: 19,922 shares; 2026Q2: 18,162 shares 18,162 $334K 0.02% -1,760 Timeline