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; 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; 2026Q3: 1,544,029 shares 1,544,029 $139M 6.1% +165,670 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; 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; 2026Q3: 1,253,064 shares 1,253,064 $88.5M 3.9% +116,803 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; 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; 2026Q3: 1,568,599 shares 1,568,599 $73.6M 3.24% +115,576 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 200,923 shares 200,923 $66.9M 2.95% +15,509 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,812 shares; 2025Q1: 78,202 shares; 2025Q2: 124,100 shares; 2025Q3: 145,498 shares; 2025Q4: 154,133 shares; 2026Q1: 191,603 shares; 2026Q2: not reported; 2026Q3: 262,533 shares 262,533 $60M 2.64% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 91,802 shares 91,802 $47.1M 2.07% -4,327 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; 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; 2026Q3: 1,140,641 shares 1,140,641 $45.7M 2.01% +78,172 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; 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; 2026Q3: 1,359,672 shares 1,359,672 $36.9M 1.63% +57,126 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; 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; 2026Q3: 44,777 shares 44,777 $34.1M 1.5% -2,416 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 96,856 shares 96,856 $33.3M 1.47% +19,702 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; 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; 2026Q3: 111,211 shares 111,211 $31.6M 1.39% +10,353 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; 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; 2026Q3: 114,221 shares 114,221 $28.5M 1.25% +6,464 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; 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; 2026Q3: 136,517 shares 136,517 $28.4M 1.25% +15,330 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; 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; 2026Q3: 444,696 shares 444,696 $26.4M 1.16% +10,974 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; 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; 2026Q3: 407,686 shares 407,686 $22.9M 1.01% +27,966 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; 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; 2026Q3: 732,758 shares 732,758 $21.9M 0.96% +80,648 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 62,276 shares 62,276 $21.9M 0.96% +408 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; 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; 2026Q3: 1,010,059 shares 1,010,059 $21.8M 0.96% +50,255 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; 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; 2026Q3: 587,328 shares 587,328 $20.6M 0.91% +2,063 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; 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; 2026Q3: 59,449 shares 59,449 $19.7M 0.87% +3,091 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; 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; 2026Q3: 287,010 shares 287,010 $19.1M 0.84% +31,061 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; 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; 2026Q3: 30,746 shares 30,746 $18.8M 0.83% -4,348 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; 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; 2026Q3: 373,217 shares 373,217 $18.7M 0.83% +71,006 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; 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; 2026Q3: 402,565 shares 402,565 $18.6M 0.82% +21,812 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; 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; 2026Q3: 94,700 shares 94,700 $18.5M 0.82% -8,678 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 107,934 shares 107,934 $17.6M 0.77% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,744 shares; 2025Q1: 13,322 shares; 2025Q2: 4,784 shares; 2025Q3: 4,424 shares; 2025Q4: 7,004 shares; 2026Q1: 11,444 shares; 2026Q2: not reported; 2026Q3: 15,811 shares 15,811 $16.8M 0.74% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 46,232 shares 46,232 $16.6M 0.73% -254 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; 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; 2026Q3: 330,104 shares 330,104 $16.6M 0.73% +21,963 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; 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; 2026Q3: 422,288 shares 422,288 $16.5M 0.73% +53,020 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; 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; 2026Q3: 22,186 shares 22,186 $16.1M 0.71% +2,154 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; 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; 2026Q3: 22,647 shares 22,647 $15.9M 0.7% +6,768 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; 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; 2026Q3: 40,623 shares 40,623 $15.2M 0.67% +9,474 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; 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; 2026Q3: 212,531 shares 212,531 $14.9M 0.66% +18,938 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; 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; 2026Q3: 48,655 shares 48,655 $14.8M 0.65% +6,638 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; 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; 2026Q3: 12,708 shares 12,708 $14.7M 0.65% +1,517 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; 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; 2026Q3: 22,290 shares 22,290 $14.3M 0.63% +83 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; 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; 2026Q3: 200,999 shares 200,999 $14.1M 0.62% +20,924 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; 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; 2026Q3: 268,231 shares 268,231 $13.9M 0.61% +4,214 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; 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; 2026Q3: 503,132 shares 503,132 $13.8M 0.61% +60,052 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; 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; 2026Q3: 316,887 shares 316,887 $13.6M 0.6% +36,426 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; 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; 2026Q3: 23,874 shares 23,874 $11.9M 0.52% +1,933 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 87,743 shares 87,743 $11.8M 0.52% -12,334 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; 2024Q4: 1,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,811 shares; 2026Q2: 11,798 shares; 2026Q3: 37,732 shares 37,732 $11.3M 0.5% +25,934 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,877 shares; 2026Q1: 69,406 shares; 2026Q2: 71,080 shares; 2026Q3: 130,010 shares 130,010 $11M 0.48% +58,930 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 30,844 shares 30,844 $10.9M 0.48% +3,229 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,131 shares 14,131 $10.8M 0.48% +1,960 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; 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; 2026Q3: 426,553 shares 426,553 $10.7M 0.47% +20,331 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; 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; 2026Q3: 223,840 shares 223,840 $10.6M 0.47% +85,135 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; 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; 2026Q3: 36,223 shares 36,223 $9.59M 0.42% +24,881 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 92,231 shares 92,231 $9.58M 0.42% -1,016 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; 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; 2026Q3: 107,373 shares 107,373 $9.12M 0.4% +17,227 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; 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; 2026Q3: 81,279 shares 81,279 $9.02M 0.4% -10,551 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; 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; 2026Q3: 17,713 shares 17,713 $8.95M 0.39% -2,852 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; 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; 2026Q3: 97,164 shares 97,164 $8.9M 0.39% +110 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; 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; 2026Q3: 11,924 shares 11,924 $8.82M 0.39% +803 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; 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; 2026Q3: 51,966 shares 51,966 $8.75M 0.39% +41,245 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; 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; 2026Q3: 60,039 shares 60,039 $8.72M 0.38% +7,629 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 41,260 shares 41,260 $8.55M 0.38% -2,725 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; 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; 2026Q3: 148,099 shares 148,099 $8.52M 0.38% +12,530 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; 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; 2026Q3: 45,097 shares 45,097 $8.29M 0.36% -4,179 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; 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; 2026Q3: 128,672 shares 128,672 $7.91M 0.35% +29,968 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; 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; 2026Q3: 238,788 shares 238,788 $7.77M 0.34% +5,029 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; 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; 2026Q3: 45,586 shares 45,586 $7.46M 0.33% -2,236 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 258,108 shares 258,108 $7.04M 0.31% -15,450 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,598 shares 26,598 $6.96M 0.31% +3,660 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; 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; 2026Q3: 134,968 shares 134,968 $6.81M 0.3% +9,702 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,256 shares 14,256 $6.77M 0.3% +2,080 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 36,567 shares 36,567 $6.73M 0.3% +22,466 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 94,350 shares 94,350 $6.56M 0.29% +11,399 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,003 shares 24,003 $6.35M 0.28% +10 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 103,865 shares 103,865 $6.17M 0.27% +29,847 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; 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; 2026Q3: 246,642 shares 246,642 $6.02M 0.27% +170,100 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; 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; 2026Q3: 119,448 shares 119,448 $5.99M 0.26% +17,074 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162,139 shares; 2026Q2: 201,606 shares; 2026Q3: 253,647 shares 253,647 $5.97M 0.26% +52,041 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; 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; 2026Q3: 15,194 shares 15,194 $5.79M 0.25% +1,856 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; 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; 2026Q3: 71,922 shares 71,922 $5.63M 0.25% +3,240 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,525 shares; 2026Q1: 110,946 shares; 2026Q2: 110,088 shares; 2026Q3: 110,590 shares 110,590 $5.61M 0.25% +502 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,970 shares; 2026Q1: 116,840 shares; 2026Q2: 115,886 shares; 2026Q3: 116,556 shares 116,556 $5.58M 0.25% +670 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; 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; 2026Q3: 105,298 shares 105,298 $5.57M 0.25% +7,791 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,490 shares; 2026Q1: 112,218 shares; 2026Q2: 110,647 shares; 2026Q3: 111,576 shares 111,576 $5.54M 0.24% +929 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,085 shares; 2026Q1: 130,889 shares; 2026Q2: 126,529 shares; 2026Q3: 127,534 shares 127,534 $5.51M 0.24% +1,005 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; 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; 2026Q3: 123,035 shares 123,035 $5.46M 0.24% +8,555 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,558 shares 6,558 $5.32M 0.23% +2,813 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,941 shares; 2026Q1: 3,511 shares; 2026Q2: 16,722 shares; 2026Q3: 33,782 shares 33,782 $5.29M 0.23% +17,060 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; 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; 2026Q3: 83,963 shares 83,963 $5.29M 0.23% +11,761 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; 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; 2026Q3: 73,774 shares 73,774 $5.28M 0.23% +40,591 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 52,215 shares 52,215 $5.26M 0.23% -4,993 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; 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; 2026Q3: 18,865 shares 18,865 $5.13M 0.23% +3,375 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; 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; 2026Q3: 11,254 shares 11,254 $5.02M 0.22% +63 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; 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; 2026Q3: 128,349 shares 128,349 $5M 0.22% +25,151 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,920 shares 26,920 $5M 0.22% +8,031 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,709 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,646 shares; 2026Q2: 68,119 shares; 2026Q3: 77,912 shares 77,912 $4.98M 0.22% +9,793 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; 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; 2026Q3: 72,220 shares 72,220 $4.95M 0.22% +460 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,182 shares; 2026Q3: 141,192 shares 141,192 $4.93M 0.22% +102,010 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 53,346 shares 53,346 $4.78M 0.21% -10,306 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; 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; 2026Q3: 173,143 shares 173,143 $4.69M 0.21% +78,595 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; 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; 2026Q3: 40,979 shares 40,979 $4.67M 0.21% +8,001 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; 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; 2026Q3: 11,385 shares 11,385 $4.63M 0.2% +981 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; 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; 2026Q3: 50,713 shares 50,713 $4.57M 0.2% +4,021 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; 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; 2026Q3: 26,444 shares 26,444 $4.48M 0.2% +5,457 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 54,917 shares 54,917 $4.46M 0.2% +2,397 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; 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; 2026Q3: 26,687 shares 26,687 $4.46M 0.2% -13,570 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 638 shares; 2025Q3: 443 shares; 2025Q4: 453 shares; 2026Q1: 2,251 shares; 2026Q2: 3,295 shares; 2026Q3: 4,452 shares 4,452 $4.46M 0.2% +1,157 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; 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; 2026Q3: 54,516 shares 54,516 $4.36M 0.19% +8,006 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; 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; 2026Q3: 34,571 shares 34,571 $4.34M 0.19% +7,684 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; 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; 2026Q3: 143,535 shares 143,535 $4.34M 0.19% +130,616 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; 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; 2026Q3: 20,096 shares 20,096 $4.34M 0.19% +4,705 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; 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; 2026Q3: 15,145 shares 15,145 $4.31M 0.19% +2,503 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,268 shares; 2026Q2: 48,174 shares; 2026Q3: 51,312 shares 51,312 $4.29M 0.19% +3,138 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; 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; 2026Q3: 335,987 shares 335,987 $4.28M 0.19% +33,485 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; 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; 2026Q3: 179,089 shares 179,089 $4.27M 0.19% +60,649 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; 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; 2026Q3: 36,416 shares 36,416 $4.23M 0.19% +10,233 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; 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; 2026Q3: 6,218 shares 6,218 $4.2M 0.18% -293 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; 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; 2026Q3: 72,160 shares 72,160 $4.06M 0.18% +17,225 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; 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; 2026Q3: 84,701 shares 84,701 $4.05M 0.18% +581 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,773 shares; 2025Q1: 23,080 shares; 2025Q2: 7,283 shares; 2025Q3: 6,732 shares; 2025Q4: 4,806 shares; 2026Q1: 12,141 shares; 2026Q2: not reported; 2026Q3: 21,291 shares 21,291 $3.98M 0.18% new 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; 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; 2026Q3: 10,736 shares 10,736 $3.94M 0.17% -591 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; 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; 2026Q3: 99,954 shares 99,954 $3.92M 0.17% -30,618 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; 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; 2026Q3: 34,555 shares 34,555 $3.76M 0.17% +8,610 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; 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; 2026Q3: 61,173 shares 61,173 $3.75M 0.17% +17,376 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 83,804 shares 83,804 $3.69M 0.16% +12,265 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,258 shares; 2026Q3: 130,524 shares 130,524 $3.64M 0.16% +122,266 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; 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; 2026Q3: 56,145 shares 56,145 $3.57M 0.16% +15,573 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; 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; 2026Q3: 76,724 shares 76,724 $3.5M 0.15% +6,575 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,908 shares; 2026Q3: 36,479 shares 36,479 $3.45M 0.15% +25,571 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; 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; 2026Q3: 59,035 shares 59,035 $3.39M 0.15% +245 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,744 shares; 2026Q2: 28,652 shares; 2026Q3: 32,814 shares 32,814 $3.38M 0.15% +4,162 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,945 shares; 2026Q2: 34,464 shares; 2026Q3: 34,441 shares 34,441 $3.37M 0.15% -23 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,232 shares 17,232 $3.36M 0.15% +14 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; 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; 2026Q3: 18,564 shares 18,564 $3.29M 0.14% +2,962 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; 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; 2026Q3: 7,635 shares 7,635 $3.26M 0.14% +1,493 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,895 shares 15,895 $3.25M 0.14% +9,458 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; 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; 2026Q3: 42,844 shares 42,844 $3.24M 0.14% +1,845 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; 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; 2026Q3: 22,224 shares 22,224 $3.23M 0.14% +5,445 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 69,462 shares 69,462 $3.22M 0.14% +19,888 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; 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; 2026Q3: 3,531 shares 3,531 $3.21M 0.14% +1,739 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,435 shares; 2026Q1: 25,780 shares; 2026Q2: 34,085 shares; 2026Q3: 45,572 shares 45,572 $3.2M 0.14% +11,487 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; 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; 2026Q3: 35,294 shares 35,294 $3.13M 0.14% +23,668 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; 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; 2026Q3: 66,990 shares 66,990 $3.11M 0.14% +24,029 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,328 shares; 2026Q2: 2,319 shares; 2026Q3: 8,030 shares 8,030 $3.11M 0.14% +5,711 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; 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; 2026Q3: 12,899 shares 12,899 $3.05M 0.13% +3,325 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,586 shares; 2026Q3: 85,874 shares 85,874 $3.03M 0.13% +43,288 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,033 shares 22,033 $3.03M 0.13% +18,326 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,180 shares; 2026Q2: 26,320 shares; 2026Q3: 43,578 shares 43,578 $3.01M 0.13% +17,258 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; 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; 2026Q3: 7,601 shares 7,601 $3M 0.13% +367 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; 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; 2026Q3: 38,860 shares 38,860 $2.98M 0.13% +11,916 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 20,892 shares 20,892 $2.97M 0.13% -943 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,971 shares 9,971 $2.94M 0.13% -890 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; 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; 2026Q3: 55,027 shares 55,027 $2.94M 0.13% +44,157 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; 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; 2026Q3: 4,727 shares 4,727 $2.88M 0.13% -384 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,398 shares 10,398 $2.86M 0.13% +658 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 732 shares; 2025Q4: 647 shares; 2026Q1: 4,459 shares; 2026Q2: 6,495 shares; 2026Q3: 8,046 shares 8,046 $2.86M 0.13% +1,551 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,352 shares 8,352 $2.85M 0.13% +1,745 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,008 shares; 2026Q3: 37,305 shares 37,305 $2.82M 0.12% +26,297 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; 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; 2026Q3: 27,313 shares 27,313 $2.82M 0.12% +7,253 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; 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; 2026Q3: 64,781 shares 64,781 $2.81M 0.12% -2,709 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; 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; 2026Q3: 60,460 shares 60,460 $2.77M 0.12% +18,707 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 96,067 shares 96,067 $2.67M 0.12% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,059 shares; 2026Q3: 32,717 shares 32,717 $2.67M 0.12% +22,658 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; 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; 2026Q3: 94,474 shares 94,474 $2.65M 0.12% -19,166 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; 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; 2026Q3: 22,458 shares 22,458 $2.64M 0.12% +6,073 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; 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; 2026Q3: 94,398 shares 94,398 $2.62M 0.12% -3,699 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; 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; 2026Q3: 27,485 shares 27,485 $2.58M 0.11% +4,310 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 36,326 shares 36,326 $2.58M 0.11% +7,697 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; 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; 2026Q3: 26,840 shares 26,840 $2.49M 0.11% -24,368 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; 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; 2026Q3: 101,886 shares 101,886 $2.49M 0.11% +33,348 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; 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; 2026Q3: 10,694 shares 10,694 $2.47M 0.11% +5,012 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; 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; 2026Q3: 60,579 shares 60,579 $2.46M 0.11% +2,779 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 53,416 shares 53,416 $2.44M 0.11% +17,448 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; 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; 2026Q3: 35,072 shares 35,072 $2.43M 0.11% -1,356 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; 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; 2026Q3: 118,535 shares 118,535 $2.42M 0.11% +56,113 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27,623 shares 27,623 $2.38M 0.1% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,231 shares; 2026Q2: 3,402 shares; 2026Q3: 4,412 shares 4,412 $2.37M 0.1% +1,010 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; 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; 2026Q3: 19,260 shares 19,260 $2.37M 0.1% -2,731 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,675 shares 18,675 $2.37M 0.1% +2,275 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 23,704 shares 23,704 $2.36M 0.1% -2,431 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; 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; 2026Q3: 15,389 shares 15,389 $2.34M 0.1% +2,990 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; 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; 2026Q3: 47,194 shares 47,194 $2.32M 0.1% +1,070 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,906 shares 14,906 $2.28M 0.1% +3,476 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; 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; 2026Q3: 17,044 shares 17,044 $2.26M 0.1% -300 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; 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; 2026Q3: 62,466 shares 62,466 $2.25M 0.1% +14,914 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; 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; 2026Q3: 30,943 shares 30,943 $2.25M 0.1% -1,141 Timeline VPL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,227 shares 19,227 $2.23M 0.1% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,097 shares; 2026Q1: 55,116 shares; 2026Q2: 51,218 shares; 2026Q3: 49,857 shares 49,857 $2.22M 0.1% -1,361 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; 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; 2026Q3: 53,095 shares 53,095 $2.21M 0.1% +31,702 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; 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; 2026Q3: 61,120 shares 61,120 $2.2M 0.1% +15,353 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; 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; 2026Q3: 9,896 shares 9,896 $2.18M 0.1% +446 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 738 shares; 2026Q2: 1,418 shares; 2026Q3: 2,119 shares 2,119 $2.14M 0.09% +701 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,964 shares; 2026Q1: 50,643 shares; 2026Q2: 53,465 shares; 2026Q3: 57,551 shares 57,551 $2.14M 0.09% +4,086 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,422 shares; 2026Q3: 14,006 shares 14,006 $2.11M 0.09% +4,584 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,345 shares; 2026Q2: 14,828 shares; 2026Q3: 18,291 shares 18,291 $2.09M 0.09% +3,463 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,970 shares; 2026Q1: 5,336 shares; 2026Q2: 16,372 shares; 2026Q3: 31,222 shares 31,222 $2.07M 0.09% +14,850 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; 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; 2026Q3: 92,252 shares 92,252 $2.06M 0.09% +5,566 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,002 shares 9,002 $2.06M 0.09% -383 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,112 shares; 2026Q1: 57,767 shares; 2026Q2: 60,933 shares; 2026Q3: 65,852 shares 65,852 $2.05M 0.09% +4,919 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 28,749 shares 28,749 $2.03M 0.09% +11,854 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,778 shares; 2026Q1: 53,724 shares; 2026Q2: 52,801 shares; 2026Q3: 52,780 shares 52,780 $1.99M 0.09% -21 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 469 shares; 2025Q1: 463 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 389 shares; 2026Q2: 544 shares; 2026Q3: 702 shares 702 $1.99M 0.09% +158 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,888 shares; 2026Q1: 56,153 shares; 2026Q2: 54,837 shares; 2026Q3: 54,742 shares 54,742 $1.98M 0.09% -95 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,456 shares; 2026Q1: 51,909 shares; 2026Q2: 51,059 shares; 2026Q3: 51,141 shares 51,141 $1.96M 0.09% +82 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,905 shares; 2026Q1: 61,146 shares; 2026Q2: 58,470 shares; 2026Q3: 58,538 shares 58,538 $1.96M 0.09% +68 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,616 shares 17,616 $1.93M 0.08% -611 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,580 shares 8,580 $1.91M 0.08% +444 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; 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; 2026Q3: 6,936 shares 6,936 $1.89M 0.08% +395 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; 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; 2026Q3: 12,123 shares 12,123 $1.88M 0.08% +3,687 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; 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; 2026Q3: 77,006 shares 77,006 $1.88M 0.08% -2,764 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,778 shares 19,778 $1.87M 0.08% +614 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,589 shares 12,589 $1.87M 0.08% +60 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,342 shares 3,342 $1.84M 0.08% -12 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,072 shares; 2026Q2: 9,822 shares; 2026Q3: 24,121 shares 24,121 $1.82M 0.08% +14,299 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; 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; 2026Q3: 20,859 shares 20,859 $1.81M 0.08% -308 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,629 shares; 2026Q3: 71,440 shares 71,440 $1.81M 0.08% +50,811 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; 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; 2026Q3: 19,524 shares 19,524 $1.81M 0.08% +4,676 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; 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; 2026Q3: 23,413 shares 23,413 $1.79M 0.08% +3,651 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; 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; 2026Q3: 13,263 shares 13,263 $1.7M 0.08% +2,702 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; 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; 2026Q3: 10,996 shares 10,996 $1.7M 0.07% +2,454 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; 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; 2026Q3: 70,953 shares 70,953 $1.69M 0.07% +8,776 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; 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; 2026Q3: 24,145 shares 24,145 $1.69M 0.07% +12,955 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; 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; 2026Q3: 18,627 shares 18,627 $1.68M 0.07% +645 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; 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; 2026Q3: 31,077 shares 31,077 $1.67M 0.07% +4,034 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; 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; 2026Q3: 41,167 shares 41,167 $1.66M 0.07% +4,508 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,808 shares 8,808 $1.66M 0.07% +2,206 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; 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; 2026Q3: 40,318 shares 40,318 $1.65M 0.07% +16,411 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; 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; 2026Q3: 23,461 shares 23,461 $1.64M 0.07% +3,534 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,865 shares; 2026Q3: 13,568 shares 13,568 $1.63M 0.07% -8,297 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; 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; 2026Q3: 3,498 shares 3,498 $1.6M 0.07% +98 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; 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; 2026Q3: 3,987 shares 3,987 $1.58M 0.07% +799 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; 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; 2026Q3: 8,034 shares 8,034 $1.57M 0.07% +3,094 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,533 shares; 2025Q1: 11,525 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 51,899 shares 51,899 $1.57M 0.07% new 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; 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; 2026Q3: 28,799 shares 28,799 $1.57M 0.07% +1,204 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 20,801 shares 20,801 $1.57M 0.07% +1,034 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,396 shares; 2026Q1: 33,594 shares; 2026Q2: 31,507 shares; 2026Q3: 31,295 shares 31,295 $1.56M 0.07% -212 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,488 shares; 2026Q3: 5,443 shares 5,443 $1.56M 0.07% +2,955 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,327 shares; 2026Q1: 4,451 shares; 2026Q2: 4,387 shares; 2026Q3: 4,384 shares 4,384 $1.56M 0.07% -3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,472 shares; 2026Q1: 33,229 shares; 2026Q2: 59,683 shares; 2026Q3: 61,275 shares 61,275 $1.56M 0.07% +1,592 Timeline WORLD GOLD TR WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 18,924 shares 18,924 $1.56M 0.07% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,800 shares; 2026Q3: 5,695 shares 5,695 $1.55M 0.07% +895 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,828 shares; 2025Q1: 4,888 shares; 2025Q2: 2,594 shares; 2025Q3: 3,142 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,519 shares; 2026Q3: 19,971 shares 19,971 $1.54M 0.07% +16,452 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,472 shares 17,472 $1.54M 0.07% new 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; 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; 2026Q3: 27,075 shares 27,075 $1.53M 0.07% +750 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 60,730 shares 60,730 $1.5M 0.07% -888 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; 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; 2026Q3: 13,168 shares 13,168 $1.5M 0.07% +727 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; 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; 2026Q3: 24,217 shares 24,217 $1.48M 0.07% +931 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,120 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,521 shares; 2026Q2: 2,764 shares; 2026Q3: 5,734 shares 5,734 $1.46M 0.06% +2,970 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,548 shares 17,548 $1.45M 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,104 shares; 2026Q2: 1,475 shares; 2026Q3: 3,185 shares 3,185 $1.45M 0.06% +1,710 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 65,728 shares 65,728 $1.44M 0.06% +767 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; 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; 2026Q3: 18,256 shares 18,256 $1.43M 0.06% +2,997 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; 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; 2026Q3: 24,728 shares 24,728 $1.4M 0.06% +7,611 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; 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; 2026Q3: 5,429 shares 5,429 $1.4M 0.06% +22 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; 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; 2026Q3: 6,773 shares 6,773 $1.38M 0.06% +1,555 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; 2024Q4: 5,545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,252 shares; 2026Q2: 25,349 shares; 2026Q3: 28,849 shares 28,849 $1.37M 0.06% +3,500 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; 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; 2026Q3: 23,887 shares 23,887 $1.36M 0.06% -677 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; 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; 2026Q3: 2,634 shares 2,634 $1.35M 0.06% +39 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; 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; 2026Q3: 16,795 shares 16,795 $1.34M 0.06% +4,982 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; 2024Q4: 1,674 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,477 shares; 2026Q2: 2,548 shares; 2026Q3: 3,393 shares 3,393 $1.34M 0.06% +845 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,346 shares 13,346 $1.33M 0.06% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares; 2026Q2: 2,602 shares; 2026Q3: 3,178 shares 3,178 $1.32M 0.06% +576 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 979 shares; 2026Q1: 2,506 shares; 2026Q2: 3,611 shares; 2026Q3: 3,905 shares 3,905 $1.32M 0.06% +294 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,522 shares; 2026Q3: 19,378 shares 19,378 $1.32M 0.06% +3,856 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,422 shares 13,422 $1.31M 0.06% +7,719 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; 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; 2026Q3: 53,465 shares 53,465 $1.3M 0.06% -18,248 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; 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; 2026Q3: 33,086 shares 33,086 $1.3M 0.06% +10,002 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,878 shares 10,878 $1.3M 0.06% +203 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; 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; 2026Q3: 27,716 shares 27,716 $1.3M 0.06% +6,095 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,388 shares; 2026Q3: 24,639 shares 24,639 $1.3M 0.06% +12,251 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; 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; 2026Q3: 21,298 shares 21,298 $1.29M 0.06% +6,412 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; 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; 2026Q3: 23,632 shares 23,632 $1.29M 0.06% +1,805 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; 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; 2026Q3: 8,132 shares 8,132 $1.28M 0.06% +3,603 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,610 shares; 2026Q3: 4,799 shares 4,799 $1.27M 0.06% +3,189 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; 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; 2026Q3: 40,311 shares 40,311 $1.26M 0.06% +11,724 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,805 shares; 2026Q3: 12,170 shares 12,170 $1.26M 0.06% +2,365 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,928 shares 15,928 $1.26M 0.06% -683 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 896 shares; 2025Q1: 841 shares; 2025Q2: not reported; 2025Q3: 1,979 shares; 2025Q4: 2,214 shares; 2026Q1: 2,428 shares; 2026Q2: not reported; 2026Q3: 2,931 shares 2,931 $1.26M 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,040 shares; 2026Q3: 40,195 shares 40,195 $1.26M 0.06% +8,155 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,990 shares 9,990 $1.25M 0.06% +158 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,822 shares; 2026Q2: 27,187 shares; 2026Q3: 34,296 shares 34,296 $1.25M 0.05% +7,109 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; 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; 2026Q3: 8,733 shares 8,733 $1.24M 0.05% +1,418 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,448 shares 4,448 $1.24M 0.05% +1,876 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; 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; 2026Q3: 3,888 shares 3,888 $1.23M 0.05% -31 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; 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; 2026Q3: 15,217 shares 15,217 $1.23M 0.05% -12,413 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 18,996 shares 18,996 $1.22M 0.05% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,380 shares 9,380 $1.21M 0.05% +1,029 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,356 shares; 2026Q2: 23,989 shares; 2026Q3: 26,776 shares 26,776 $1.21M 0.05% +2,787 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,822 shares; 2026Q1: 17,809 shares; 2026Q2: 27,051 shares; 2026Q3: 41,083 shares 41,083 $1.21M 0.05% +14,032 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; 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; 2026Q3: 24,799 shares 24,799 $1.21M 0.05% -641 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; 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; 2026Q3: 22,046 shares 22,046 $1.2M 0.05% +4,022 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,771 shares 3,771 $1.18M 0.05% +2,099 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,888 shares; 2026Q2: 11,888 shares; 2026Q3: 11,888 shares 11,888 $1.17M 0.05% 0 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; 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; 2026Q3: 27,405 shares 27,405 $1.17M 0.05% +6,216 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; 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; 2026Q3: 3,962 shares 3,962 $1.16M 0.05% +709 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; 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; 2026Q3: 18,812 shares 18,812 $1.15M 0.05% -2,856 Timeline DHSB STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 41,440 shares 41,440 $1.14M 0.05% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,377 shares; 2026Q2: 6,492 shares; 2026Q3: 8,853 shares 8,853 $1.14M 0.05% +2,361 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,392 shares; 2026Q2: 25,392 shares; 2026Q3: 25,392 shares 25,392 $1.14M 0.05% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,230 shares; 2026Q3: 22,426 shares 22,426 $1.13M 0.05% +16,196 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; 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; 2026Q3: 2,207 shares 2,207 $1.12M 0.05% +44 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; 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; 2026Q3: 12,536 shares 12,536 $1.12M 0.05% +4,590 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,469 shares; 2026Q3: 27,389 shares 27,389 $1.11M 0.05% +2,920 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; 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; 2026Q3: 13,517 shares 13,517 $1.1M 0.05% +8,258 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; 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; 2026Q3: 12,732 shares 12,732 $1.1M 0.05% +650 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,009 shares; 2026Q2: 4,326 shares; 2026Q3: 8,721 shares 8,721 $1.09M 0.05% +4,395 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; 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; 2026Q3: 13,869 shares 13,869 $1.09M 0.05% +1,735 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; 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; 2026Q3: 10,074 shares 10,074 $1.08M 0.05% +946 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; 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; 2026Q3: 20,569 shares 20,569 $1.08M 0.05% +8,721 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,028 shares; 2026Q2: 24,259 shares; 2026Q3: 35,157 shares 35,157 $1.07M 0.05% +10,898 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,528 shares; 2026Q3: 26,315 shares 26,315 $1.07M 0.05% +2,787 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; 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; 2026Q3: 24,422 shares 24,422 $1.07M 0.05% +3,008 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; 2024Q4: 2,346 shares; 2025Q1: 2,778 shares; 2025Q2: 545 shares; 2025Q3: 827 shares; 2025Q4: 726 shares; 2026Q1: 892 shares; 2026Q2: 1,159 shares; 2026Q3: 1,176 shares 1,176 $1.06M 0.05% +17 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; 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; 2026Q3: 1,950 shares 1,950 $1.06M 0.05% +105 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; 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; 2026Q3: 10,363 shares 10,363 $1.05M 0.05% +3,274 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; 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; 2026Q3: 16,610 shares 16,610 $1.04M 0.05% +706 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; 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; 2026Q3: 10,225 shares 10,225 $1.03M 0.05% +1,409 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,609 shares 10,609 $1.03M 0.05% +2,960 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; 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; 2026Q3: 20,201 shares 20,201 $1.03M 0.05% +716 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,437 shares 2,437 $1.03M 0.05% +396 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,121 shares; 2026Q1: 3,202 shares; 2026Q2: 3,378 shares; 2026Q3: 4,611 shares 4,611 $1.02M 0.05% +1,233 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; 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; 2026Q3: 6,889 shares 6,889 $1.01M 0.04% +2,998 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,528 shares 10,528 $988K 0.04% -350 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,351 shares; 2026Q2: 15,238 shares; 2026Q3: 20,170 shares 20,170 $988K 0.04% +4,932 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,486 shares; 2026Q1: 6,933 shares; 2026Q2: 9,929 shares; 2026Q3: 20,183 shares 20,183 $986K 0.04% +10,254 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; 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; 2026Q3: 8,067 shares 8,067 $983K 0.04% +180 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; 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; 2026Q3: 43,953 shares 43,953 $971K 0.04% +4,300 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; 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; 2026Q3: 4,150 shares 4,150 $968K 0.04% -10 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; 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; 2026Q3: 14,376 shares 14,376 $968K 0.04% +4,050 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,940 shares; 2025Q3: 10,531 shares; 2025Q4: 12,653 shares; 2026Q1: 11,701 shares; 2026Q2: 5,908 shares; 2026Q3: 17,141 shares 17,141 $961K 0.04% +11,233 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; 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; 2026Q3: 79,669 shares 79,669 $961K 0.04% +2,283 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,137 shares; 2026Q1: 14,417 shares; 2026Q2: 20,882 shares; 2026Q3: 28,723 shares 28,723 $960K 0.04% +7,841 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; 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; 2026Q3: 21,801 shares 21,801 $955K 0.04% +2,817 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,549 shares 8,549 $943K 0.04% -1,617 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,033 shares; 2026Q3: 4,460 shares 4,460 $941K 0.04% +3,427 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; 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; 2026Q3: 33,995 shares 33,995 $934K 0.04% +4,358 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; 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; 2026Q3: 50,219 shares 50,219 $932K 0.04% -2,476 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,558 shares; 2026Q3: 21,439 shares 21,439 $928K 0.04% +13,881 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; 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; 2026Q3: 20,151 shares 20,151 $921K 0.04% +2,451 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,771 shares 6,771 $921K 0.04% +2,236 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; 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; 2026Q3: 29,581 shares 29,581 $916K 0.04% +1,926 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,239 shares; 2026Q2: 9,312 shares; 2026Q3: 11,273 shares 11,273 $915K 0.04% +1,961 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,615 shares 9,615 $913K 0.04% +2,692 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,758 shares; 2026Q2: 27,672 shares; 2026Q3: 19,379 shares 19,379 $908K 0.04% -8,293 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; 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; 2026Q3: 16,059 shares 16,059 $897K 0.04% +243 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,855 shares 3,855 $890K 0.04% -124 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; 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; 2026Q3: 2,696 shares 2,696 $886K 0.04% -667 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; 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; 2026Q3: 13,868 shares 13,868 $875K 0.04% +1,207 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,530 shares 3,530 $875K 0.04% -19 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; 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; 2026Q3: 42,486 shares 42,486 $875K 0.04% +3,659 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; 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; 2026Q3: 7,884 shares 7,884 $862K 0.04% +276 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,998 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,166 shares; 2026Q3: 20,338 shares 20,338 $857K 0.04% +2,172 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; 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; 2026Q3: 10,305 shares 10,305 $856K 0.04% -532 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,269 shares; 2025Q4: 2,807 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,012 shares 8,012 $855K 0.04% new 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; 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; 2026Q3: 18,098 shares 18,098 $854K 0.04% -2,939 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,235 shares; 2026Q3: 16,724 shares 16,724 $850K 0.04% +12,489 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,696 shares 7,696 $850K 0.04% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,987 shares 6,987 $848K 0.04% new Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,979 shares; 2026Q3: 24,918 shares 24,918 $845K 0.04% +17,939 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,251 shares; 2025Q1: 2,540 shares; 2025Q2: 2,217 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,559 shares; 2026Q2: 1,547 shares; 2026Q3: 5,071 shares 5,071 $843K 0.04% +3,524 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 798 shares; 2026Q3: 907 shares 907 $836K 0.04% +109 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,165 shares; 2026Q2: 11,165 shares; 2026Q3: 11,165 shares 11,165 $830K 0.04% 0 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,543 shares 19,543 $827K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,096 shares; 2026Q3: 19,807 shares 19,807 $824K 0.04% +4,711 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,967 shares 7,967 $816K 0.04% new 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; 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; 2026Q3: 2,450 shares 2,450 $813K 0.04% -61 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,350 shares 8,350 $809K 0.04% +151 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,617 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,404 shares; 2026Q3: 18,376 shares 18,376 $807K 0.04% +972 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,823 shares; 2026Q2: 18,031 shares; 2026Q3: 19,051 shares 19,051 $799K 0.04% +1,020 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; 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; 2026Q3: 17,236 shares 17,236 $795K 0.03% -426 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,387 shares; 2026Q2: 8,207 shares; 2026Q3: 16,115 shares 16,115 $794K 0.03% +7,908 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,460 shares; 2026Q1: 20,722 shares; 2026Q2: 22,140 shares; 2026Q3: 20,940 shares 20,940 $788K 0.03% -1,200 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,415 shares; 2026Q3: 35,711 shares 35,711 $787K 0.03% +26,296 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; 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; 2026Q3: 3,073 shares 3,073 $785K 0.03% +235 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; 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; 2026Q3: 28,943 shares 28,943 $783K 0.03% +459 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,133 shares 9,133 $779K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,327 shares; 2026Q1: 1,421 shares; 2026Q2: 1,752 shares; 2026Q3: 4,006 shares 4,006 $773K 0.03% +2,254 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,444 shares; 2026Q2: 12,197 shares; 2026Q3: 13,643 shares 13,643 $768K 0.03% +1,446 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,189 shares; 2025Q4: 2,318 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,764 shares 6,764 $761K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,698 shares; 2026Q2: 33,752 shares; 2026Q3: 83,231 shares 83,231 $746K 0.03% +49,479 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,337 shares; 2026Q2: 11,658 shares; 2026Q3: 14,697 shares 14,697 $741K 0.03% +3,039 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 433 shares; 2025Q3: 355 shares; 2025Q4: 394 shares; 2026Q1: 399 shares; 2026Q2: 644 shares; 2026Q3: 776 shares 776 $738K 0.03% +132 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,259 shares 2,259 $735K 0.03% +144 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 921 shares; 2026Q1: 964 shares; 2026Q2: 2,322 shares; 2026Q3: 2,290 shares 2,290 $728K 0.03% -32 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,514 shares 4,514 $726K 0.03% -256 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 407 shares; 2026Q3: 417 shares 417 $726K 0.03% +10 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,632 shares 7,632 $721K 0.03% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 873 shares; 2025Q4: 901 shares; 2026Q1: 914 shares; 2026Q2: 1,081 shares; 2026Q3: 2,044 shares 2,044 $719K 0.03% +963 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; 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; 2026Q3: 12,777 shares 12,777 $710K 0.03% -1,285 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,297 shares; 2025Q1: 1,707 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 850 shares; 2026Q2: not reported; 2026Q3: 8,958 shares 8,958 $702K 0.03% new 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; 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; 2026Q3: 15,659 shares 15,659 $698K 0.03% -3,871 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,437 shares; 2026Q2: 2,752 shares; 2026Q3: 4,675 shares 4,675 $697K 0.03% +1,923 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,016 shares; 2026Q3: 4,423 shares 4,423 $685K 0.03% +3,407 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,019 shares; 2026Q2: 22,173 shares; 2026Q3: 22,468 shares 22,468 $677K 0.03% +295 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,005 shares; 2025Q1: 1,903 shares; 2025Q2: 911 shares; 2025Q3: not reported; 2025Q4: 1,001 shares; 2026Q1: 1,146 shares; 2026Q2: 1,200 shares; 2026Q3: 2,573 shares 2,573 $662K 0.03% +1,373 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; 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; 2026Q3: 15,868 shares 15,868 $657K 0.03% -931 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 701 shares; 2026Q3: 2,464 shares 2,464 $655K 0.03% +1,763 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,528 shares 3,528 $654K 0.03% -1 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; 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; 2026Q3: 4,427 shares 4,427 $648K 0.03% +439 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,508 shares; 2026Q2: 28,882 shares; 2026Q3: 32,714 shares 32,714 $647K 0.03% +3,832 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,423 shares; 2026Q3: 12,661 shares 12,661 $646K 0.03% +8,238 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; 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; 2026Q3: 3,383 shares 3,383 $646K 0.03% -101 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,790 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,604 shares; 2026Q3: 21,939 shares 21,939 $643K 0.03% +6,335 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,409 shares; 2025Q3: 1,091 shares; 2025Q4: 1,026 shares; 2026Q1: 880 shares; 2026Q2: 860 shares; 2026Q3: 1,752 shares 1,752 $633K 0.03% +892 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; 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; 2026Q3: 12,004 shares 12,004 $633K 0.03% +1,593 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 424 shares; 2026Q3: 347 shares 347 $630K 0.03% -77 Timeline INVESCO EXCH TRADED FD TR II 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24,755 shares 24,755 $625K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189 shares; 2026Q2: 251 shares; 2026Q3: 463 shares 463 $624K 0.03% +212 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,893 shares; 2026Q1: 14,523 shares; 2026Q2: 13,304 shares; 2026Q3: 13,118 shares 13,118 $619K 0.03% -186 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; 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; 2026Q3: 12,702 shares 12,702 $619K 0.03% +4,544 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,337 shares 12,337 $618K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,868 shares; 2026Q3: 20,665 shares 20,665 $617K 0.03% -1,203 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,512 shares; 2026Q2: 10,057 shares; 2026Q3: 14,806 shares 14,806 $615K 0.03% +4,749 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; 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; 2026Q3: 17,211 shares 17,211 $613K 0.03% +1,121 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,196 shares; 2026Q3: 8,308 shares 8,308 $598K 0.03% +5,112 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,592 shares; 2026Q1: 14,303 shares; 2026Q2: 19,681 shares; 2026Q3: 19,681 shares 19,681 $598K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,209 shares; 2026Q3: 2,122 shares 2,122 $594K 0.03% -5,087 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,959 shares 10,959 $593K 0.03% -137 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; 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; 2026Q3: 8,068 shares 8,068 $588K 0.03% +220 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,205 shares 2,205 $584K 0.03% -364 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; 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; 2026Q3: 31,609 shares 31,609 $576K 0.03% +5,978 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,091 shares 3,091 $575K 0.03% new 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; 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; 2026Q3: 13,020 shares 13,020 $573K 0.03% -997 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,268 shares; 2026Q2: 19,930 shares; 2026Q3: 20,275 shares 20,275 $567K 0.02% +345 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,350 shares; 2026Q3: 3,303 shares 3,303 $565K 0.02% +1,953 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,253 shares; 2026Q2: 31,924 shares; 2026Q3: 23,121 shares 23,121 $564K 0.02% -8,803 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 805 shares; 2026Q1: 912 shares; 2026Q2: 912 shares; 2026Q3: 987 shares 987 $561K 0.02% +75 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; 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; 2026Q3: 9,402 shares 9,402 $560K 0.02% -1,430 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,883 shares; 2026Q3: 11,628 shares 11,628 $558K 0.02% +745 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; 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; 2026Q3: 12,129 shares 12,129 $558K 0.02% -214 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; 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; 2026Q3: 9,693 shares 9,693 $558K 0.02% +466 Timeline TMAT 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,809 shares; 2026Q3: 18,568 shares 18,568 $554K 0.02% +10,759 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,038 shares; 2026Q3: 5,024 shares 5,024 $553K 0.02% +2,986 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,186 shares 8,186 $552K 0.02% new Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,188 shares; 2026Q3: 9,879 shares 9,879 $551K 0.02% +4,691 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; 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; 2026Q3: 10,945 shares 10,945 $548K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,587 shares 6,587 $546K 0.02% +270 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; 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; 2026Q3: 14,740 shares 14,740 $546K 0.02% -166 Timeline PRN 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,736 shares 2,736 $541K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,589 shares 1,589 $540K 0.02% -95 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,797 shares; 2026Q2: 8,237 shares; 2026Q3: 8,165 shares 8,165 $538K 0.02% -72 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380 shares; 2026Q3: 320 shares 320 $530K 0.02% -60 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,947 shares; 2026Q1: 22,732 shares; 2026Q2: 9,787 shares; 2026Q3: 9,787 shares 9,787 $529K 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,045 shares; 2026Q1: 20,432 shares; 2026Q2: 20,486 shares; 2026Q3: 19,446 shares 19,446 $523K 0.02% -1,040 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,500 shares 1,500 $521K 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; 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; 2026Q3: 8,270 shares 8,270 $516K 0.02% +457 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,985 shares; 2026Q3: 9,333 shares 9,333 $513K 0.02% -652 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,075 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,634 shares; 2026Q2: not reported; 2026Q3: 19,988 shares 19,988 $511K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 301 shares; 2026Q1: 236 shares; 2026Q2: 305 shares; 2026Q3: 597 shares 597 $510K 0.02% +292 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; 2024Q4: 711 shares; 2025Q1: 715 shares; 2025Q2: 1,122 shares; 2025Q3: 707 shares; 2025Q4: 487 shares; 2026Q1: 493 shares; 2026Q2: 564 shares; 2026Q3: 531 shares 531 $507K 0.02% -33 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,836 shares 2,836 $507K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,814 shares; 2026Q3: 2,079 shares 2,079 $502K 0.02% +265 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 555 shares; 2026Q1: 651 shares; 2026Q2: 655 shares; 2026Q3: 664 shares 664 $501K 0.02% +9 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,499 shares; 2026Q2: 34,619 shares; 2026Q3: 53,067 shares 53,067 $499K 0.02% +18,448 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; 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; 2026Q3: 1,854 shares 1,854 $499K 0.02% +23 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,578 shares 5,578 $498K 0.02% -2,730 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; 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; 2026Q3: 15,258 shares 15,258 $498K 0.02% -2 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; 2024Q4: 3,423 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,924 shares; 2026Q2: 3,047 shares; 2026Q3: 3,346 shares 3,346 $497K 0.02% +299 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; 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; 2026Q3: 1,705 shares 1,705 $494K 0.02% +6 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,797 shares 2,797 $493K 0.02% -840 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,577 shares 3,577 $492K 0.02% +305 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; 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; 2026Q3: 10,246 shares 10,246 $492K 0.02% -386 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,589 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,427 shares; 2026Q2: 9,260 shares; 2026Q3: 7,371 shares 7,371 $492K 0.02% -1,889 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,861 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,394 shares 3,394 $491K 0.02% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,733 shares 5,733 $490K 0.02% new Timeline KNG 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; 2024Q4: 52,302 shares; 2025Q1: 90,068 shares; 2025Q2: 324,613 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,169 shares 10,169 $490K 0.02% new Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,607 shares 6,607 $489K 0.02% new 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; 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; 2026Q3: 7,769 shares 7,769 $487K 0.02% +1,380 Timeline BUYW 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,336 shares; 2026Q3: 33,586 shares 33,586 $486K 0.02% +13,250 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; 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; 2026Q3: 13,415 shares 13,415 $482K 0.02% +61 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,624 shares 4,624 $480K 0.02% +1,060 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,591 shares; 2026Q3: 3,725 shares 3,725 $480K 0.02% +134 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; 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; 2026Q3: 2,159 shares 2,159 $478K 0.02% -124 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; 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; 2026Q3: 4,542 shares 4,542 $476K 0.02% -508 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,277 shares 1,277 $473K 0.02% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,484 shares 1,484 $471K 0.02% -1,009 Timeline AFIF HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50,901 shares 50,901 $469K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,105 shares; 2026Q1: 2,377 shares; 2026Q2: 4,302 shares; 2026Q3: 3,917 shares 3,917 $468K 0.02% -385 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,044 shares 2,044 $462K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,364 shares; 2026Q1: 2,491 shares; 2026Q2: 2,365 shares; 2026Q3: 2,378 shares 2,378 $460K 0.02% +13 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,849 shares 22,849 $459K 0.02% +23 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; 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; 2026Q3: 5,447 shares 5,447 $458K 0.02% +820 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; 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; 2026Q3: 3,019 shares 3,019 $458K 0.02% -3,201 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,182 shares; 2026Q1: 2,997 shares; 2026Q2: 2,870 shares; 2026Q3: 2,981 shares 2,981 $455K 0.02% +111 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,287 shares 3,287 $453K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,310 shares; 2026Q2: 4,585 shares; 2026Q3: 6,126 shares 6,126 $451K 0.02% +1,541 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; 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; 2026Q3: 4,020 shares 4,020 $449K 0.02% -200 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,461 shares; 2026Q2: 2,706 shares; 2026Q3: 2,778 shares 2,778 $448K 0.02% +72 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; 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; 2026Q3: 11,251 shares 11,251 $445K 0.02% -18 Timeline BUCK 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,259 shares 19,259 $445K 0.02% new 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; 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; 2026Q3: 4,617 shares 4,617 $442K 0.02% -1,363 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; 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; 2026Q3: 15,632 shares 15,632 $440K 0.02% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,331 shares 1,331 $440K 0.02% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,537 shares; 2025Q3: 5,695 shares; 2025Q4: not reported; 2026Q1: 7,263 shares; 2026Q2: 6,274 shares; 2026Q3: 10,642 shares 10,642 $439K 0.02% +4,368 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,345 shares; 2025Q1: 3,863 shares; 2025Q2: 6,505 shares; 2025Q3: 12,821 shares; 2025Q4: 15,917 shares; 2026Q1: 19,431 shares; 2026Q2: not reported; 2026Q3: 2,367 shares 2,367 $434K 0.02% new 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; 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; 2026Q3: 3,912 shares 3,912 $434K 0.02% +5 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,485 shares; 2026Q2: 3,702 shares; 2026Q3: 6,185 shares 6,185 $433K 0.02% +2,483 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,648 shares 1,648 $432K 0.02% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,344 shares; 2025Q1: not reported; 2025Q2: 2,038 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,129 shares; 2026Q2: 3,073 shares; 2026Q3: 4,235 shares 4,235 $426K 0.02% +1,162 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,911 shares 7,911 $425K 0.02% new Timeline SSFI STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,802 shares 20,802 $421K 0.02% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,267 shares 2,267 $419K 0.02% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,369 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,004 shares 4,004 $417K 0.02% new Timeline