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Spire Wealth Management

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13F filer, CIK 1858740, MCLEAN, VA

Spire Wealth Management reported $3,310,650,828 across 2,226 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-15. Its ten largest share positions make up 23.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001858740-26-000003

Period
2026-06-30
Reported value
$3.31B
Holdings
2,226
Top 10 weight
23.29%
New
149
Sold out
171

Part of the filer group Spire Wealth Management

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VGTadded+500,833$59.9M
KLACadded+84,078$25.3M
IWFadded+136,958$17M
JBLadded+20,776$8.01M
VUGadded+90,297$7.78M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DELLreduced-23,107-$9.97M
NVDAreduced-30,360-$6.07M
METAreduced-10,305-$5.81M
AAPLreduced-17,274-$5M
LITEreduced-5,623-$4.81M

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

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001858740-26-000003, largest first. % of portfolio is the value over $3,310,650,828, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,668 shares; 2024Q4: 242,720 shares; 2025Q1: 246,371 shares; 2025Q2: 208,042 shares; 2025Q3: 244,100 shares; 2025Q4: 242,143 shares; 2026Q1: 236,266 shares; 2026Q2: 231,914 shares 231,914$174M5.25%-4,352Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745,604 shares; 2024Q4: 725,082 shares; 2025Q1: 712,087 shares; 2025Q2: 594,782 shares; 2025Q3: 610,637 shares; 2025Q4: 624,234 shares; 2026Q1: 611,808 shares; 2026Q2: 581,448 shares 581,448$116M3.51%-30,360Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529,850 shares; 2024Q4: 558,254 shares; 2025Q1: 500,240 shares; 2025Q2: 387,871 shares; 2025Q3: 383,855 shares; 2025Q4: 386,398 shares; 2026Q1: 383,388 shares; 2026Q2: 366,114 shares 366,114$106M3.2%-17,274Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,659 shares; 2024Q4: 373,585 shares; 2025Q1: 360,495 shares; 2025Q2: 308,004 shares; 2025Q3: 318,775 shares; 2025Q4: 332,348 shares; 2026Q1: 321,897 shares; 2026Q2: 314,175 shares 314,175$74.9M2.26%-7,722Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,822 shares; 2024Q4: 126,581 shares; 2025Q1: 118,199 shares; 2025Q2: 90,731 shares; 2025Q3: 86,128 shares; 2025Q4: 83,787 shares; 2026Q1: 74,776 shares; 2026Q2: 575,609 shares 575,609$68.8M2.08%+500,833Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,385 shares; 2024Q4: 261,230 shares; 2025Q1: 259,723 shares; 2025Q2: 189,910 shares; 2025Q3: 199,451 shares; 2025Q4: 183,970 shares; 2026Q1: 182,388 shares; 2026Q2: 171,035 shares 171,035$61.1M1.85%-11,353Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,907 shares; 2024Q4: 173,351 shares; 2025Q1: 183,077 shares; 2025Q2: 132,409 shares; 2025Q3: 136,166 shares; 2025Q4: 137,185 shares; 2026Q1: 132,070 shares; 2026Q2: 131,257 shares 131,257$49M1.48%-813Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,351 shares; 2024Q4: 91,053 shares; 2025Q1: 89,952 shares; 2025Q2: 64,647 shares; 2025Q3: 63,005 shares; 2025Q4: 58,788 shares; 2026Q1: 57,430 shares; 2026Q2: 59,066 shares 59,066$44.1M1.33%+1,636Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,016 shares; 2024Q4: 145,041 shares; 2025Q1: 137,198 shares; 2025Q2: 1,888,940 shares; 2025Q3: 467,336 shares; 2025Q4: 454,080 shares; 2026Q1: 878,036 shares; 2026Q2: 868,483 shares 868,483$40.1M1.21%-9,553Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,153 shares; 2024Q4: 71,802 shares; 2025Q1: 71,117 shares; 2025Q2: 68,195 shares; 2025Q3: 100,661 shares; 2025Q4: 109,737 shares; 2026Q1: 108,209 shares; 2026Q2: 98,265 shares 98,265$37.1M1.12%-9,944Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,480 shares; 2024Q4: 100,276 shares; 2025Q1: 98,534 shares; 2025Q2: 88,478 shares; 2025Q3: 93,254 shares; 2025Q4: 104,441 shares; 2026Q1: 100,409 shares; 2026Q2: 97,256 shares 97,256$34.4M1.04%-3,153Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 33 shares; 2025Q3: 297,236 shares; 2025Q4: 290,762 shares; 2026Q1: 651,008 shares; 2026Q2: 633,749 shares 633,749$33.9M1.02%-17,259Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,498 shares; 2024Q4: 32,947 shares; 2025Q1: 33,795 shares; 2025Q2: 27,265 shares; 2025Q3: 27,127 shares; 2025Q4: 27,719 shares; 2026Q1: 27,574 shares; 2026Q2: 27,938 shares 27,938$33.5M1.01%+364Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,325 shares; 2024Q4: 32,119 shares; 2025Q1: 51,739 shares; 2025Q2: 35,206 shares; 2025Q3: 39,897 shares; 2025Q4: 41,442 shares; 2026Q1: 39,773 shares; 2026Q2: 45,087 shares 45,087$31M0.94%+5,314Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,293 shares; 2024Q4: 310,111 shares; 2025Q1: 353,123 shares; 2025Q2: 295,411 shares; 2025Q3: 297,427 shares; 2025Q4: 311,718 shares; 2026Q1: 316,453 shares; 2026Q2: 319,116 shares 319,116$30.8M0.93%+2,663Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339,556 shares; 2024Q4: 333,654 shares; 2025Q1: 335,232 shares; 2025Q2: 294,737 shares; 2025Q3: 290,826 shares; 2025Q4: 288,846 shares; 2026Q1: 306,747 shares; 2026Q2: 307,520 shares 307,520$30.4M0.92%+773Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,914 shares; 2024Q4: 203,899 shares; 2025Q1: 205,988 shares; 2025Q2: 201,582 shares; 2025Q3: 200,577 shares; 2025Q4: 205,458 shares; 2026Q1: 209,739 shares; 2026Q2: 209,006 shares 209,006$28.7M0.87%-733Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,283 shares; 2024Q4: 24,754 shares; 2025Q1: 39,494 shares; 2025Q2: 33,945 shares; 2025Q3: 18,660 shares; 2025Q4: 12,805 shares; 2026Q1: 38,479 shares; 2026Q2: 39,393 shares 39,393$28.5M0.86%+914Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,749 shares; 2024Q4: 34,417 shares; 2025Q1: 34,881 shares; 2025Q2: 26,321 shares; 2025Q3: 27,923 shares; 2025Q4: 28,400 shares; 2026Q1: 29,798 shares; 2026Q2: 29,995 shares 29,995$28.1M0.85%+197Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,781 shares; 2024Q4: 59,128 shares; 2025Q1: 59,558 shares; 2025Q2: 62,090 shares; 2025Q3: 84,754 shares; 2025Q4: 163,963 shares; 2026Q1: 156,938 shares; 2026Q2: 146,887 shares 146,887$28M0.85%-10,051Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,065 shares; 2024Q4: 12,285 shares; 2025Q1: 11,062 shares; 2025Q2: 13,457 shares; 2025Q3: 10,467 shares; 2025Q4: 10,477 shares; 2026Q1: 8,756 shares; 2026Q2: 92,834 shares 92,834$27.9M0.84%+84,078Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,196 shares; 2024Q4: 162,706 shares; 2025Q1: 161,329 shares; 2025Q2: 128,043 shares; 2025Q3: 120,927 shares; 2025Q4: 124,779 shares; 2026Q1: 121,373 shares; 2026Q2: 119,497 shares 119,497$27.1M0.82%-1,876Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,708 shares; 2024Q4: 207,999 shares; 2025Q1: 190,314 shares; 2025Q2: 154,672 shares; 2025Q3: 144,879 shares; 2025Q4: 141,683 shares; 2026Q1: 138,542 shares; 2026Q2: 138,357 shares 138,357$26M0.79%-185Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,995 shares; 2024Q4: 123,134 shares; 2025Q1: 140,152 shares; 2025Q2: 162,573 shares; 2025Q3: 171,209 shares; 2025Q4: 370,353 shares; 2026Q1: 419,892 shares; 2026Q2: 381,985 shares 381,985$25.7M0.78%-37,907Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 64 shares; 2025Q1: 475,044 shares; 2025Q2: 419,693 shares; 2025Q3: 415,375 shares; 2025Q4: 417,088 shares; 2026Q1: 531,041 shares; 2026Q2: 531,055 shares 531,055$24.9M0.75%+14Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725,195 shares; 2024Q4: 758,127 shares; 2025Q1: 821,721 shares; 2025Q2: 668,736 shares; 2025Q3: 563,548 shares; 2025Q4: 542,114 shares; 2026Q1: 482,086 shares; 2026Q2: 461,922 shares 461,922$24.8M0.75%-20,164Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 584,168 shares; 2024Q4: 576,971 shares; 2025Q1: 584,688 shares; 2025Q2: 512,223 shares; 2025Q3: 506,457 shares; 2025Q4: 515,276 shares; 2026Q1: 547,955 shares; 2026Q2: 544,210 shares 544,210$24.8M0.75%-3,745Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,023,700 shares; 2024Q4: 2,203,675 shares; 2025Q1: 2,137,779 shares; 2025Q2: 1,690,544 shares; 2025Q3: 1,432,531 shares; 2025Q4: 516,002 shares; 2026Q1: 497,773 shares; 2026Q2: 482,831 shares 482,831$24.4M0.74%-14,942Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,256 shares; 2024Q4: 119,907 shares; 2025Q1: 121,203 shares; 2025Q2: 119,413 shares; 2025Q3: 117,387 shares; 2025Q4: 114,767 shares; 2026Q1: 113,366 shares; 2026Q2: 110,697 shares 110,697$24.1M0.73%-2,669Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,566 shares; 2024Q4: 73,812 shares; 2025Q1: 70,896 shares; 2025Q2: 56,597 shares; 2025Q3: 57,391 shares; 2025Q4: 55,092 shares; 2026Q1: 53,056 shares; 2026Q2: 42,751 shares 42,751$24.1M0.73%-10,305Timeline
HTRBHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766,668 shares; 2024Q4: 758,828 shares; 2025Q1: 770,189 shares; 2025Q2: 672,078 shares; 2025Q3: 663,909 shares; 2025Q4: 665,393 shares; 2026Q1: 714,369 shares; 2026Q2: 713,501 shares 713,501$24.1M0.73%-868Timeline
EVTRMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,680 shares; 2025Q2: 149,155 shares; 2025Q3: 366,321 shares; 2025Q4: 368,113 shares; 2026Q1: 472,605 shares; 2026Q2: 472,603 shares 472,603$24M0.72%-2Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,149 shares; 2024Q4: 95,060 shares; 2025Q1: 99,162 shares; 2025Q2: 66,519 shares; 2025Q3: 73,047 shares; 2025Q4: 74,497 shares; 2026Q1: 73,167 shares; 2026Q2: 72,887 shares 72,887$23.9M0.72%-280Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,648 shares; 2024Q4: 33,286 shares; 2025Q1: 36,742 shares; 2025Q2: 48,129 shares; 2025Q3: 31,684 shares; 2025Q4: 29,910 shares; 2026Q1: 31,138 shares; 2026Q2: 32,192 shares 32,192$23.7M0.72%+1,054Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,372 shares; 2024Q4: 10,938 shares; 2025Q1: 5,955 shares; 2025Q2: 5,006 shares; 2025Q3: 15,092 shares; 2025Q4: 17,103 shares; 2026Q1: 22,406 shares; 2026Q2: 20,380 shares 20,380$23.5M0.71%-2,026Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,178 shares; 2024Q4: 12,917 shares; 2025Q1: 14,916 shares; 2025Q2: 10,730 shares; 2025Q3: 12,888 shares; 2025Q4: 21,725 shares; 2026Q1: 21,701 shares; 2026Q2: 21,827 shares 21,827$23.2M0.7%+126Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,646 shares; 2024Q4: 51,496 shares; 2025Q1: 51,615 shares; 2025Q2: 51,033 shares; 2025Q3: 50,631 shares; 2025Q4: 50,277 shares; 2026Q1: 46,978 shares; 2026Q2: 183,936 shares 183,936$22.8M0.69%+136,958Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,313 shares; 2024Q4: 63,075 shares; 2025Q1: 62,864 shares; 2025Q2: 48,741 shares; 2025Q3: 49,938 shares; 2025Q4: 57,334 shares; 2026Q1: 57,346 shares; 2026Q2: 64,370 shares 64,370$22M0.66%+7,024Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,205 shares; 2025Q1: 6,716 shares; 2025Q2: 21,219 shares; 2025Q3: 25,292 shares; 2025Q4: 25,600 shares; 2026Q1: 52,821 shares; 2026Q2: 49,914 shares 49,914$21.6M0.65%-2,907Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,495 shares; 2024Q4: 241,574 shares; 2025Q1: 248,379 shares; 2025Q2: 248,866 shares; 2025Q3: 246,449 shares; 2025Q4: 249,666 shares; 2026Q1: 248,067 shares; 2026Q2: 251,155 shares 251,155$20.6M0.62%+3,088Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397,610 shares; 2024Q4: 343,179 shares; 2025Q1: 338,051 shares; 2025Q2: 269,687 shares; 2025Q3: 255,638 shares; 2025Q4: 263,178 shares; 2026Q1: 253,597 shares; 2026Q2: 238,127 shares 238,127$19.7M0.6%-15,470Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,537 shares; 2024Q4: 169,562 shares; 2025Q1: 175,054 shares; 2025Q2: 141,095 shares; 2025Q3: 112,320 shares; 2025Q4: 107,837 shares; 2026Q1: 100,239 shares; 2026Q2: 99,489 shares 99,489$18.4M0.56%-750Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 307,708 shares; 2025Q1: 317,204 shares; 2025Q2: 318,192 shares; 2025Q3: 315,003 shares; 2025Q4: 319,337 shares; 2026Q1: 325,948 shares; 2026Q2: 330,164 shares 330,164$18.2M0.55%+4,216Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,849 shares; 2024Q4: 25,320 shares; 2025Q1: 64,901 shares; 2025Q2: 26,178 shares; 2025Q3: 28,910 shares; 2025Q4: 28,634 shares; 2026Q1: 130,451 shares; 2026Q2: 126,386 shares 126,386$17.6M0.53%-4,065Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,589 shares; 2024Q4: 31,216 shares; 2025Q1: 35,506 shares; 2025Q2: 519 shares; 2025Q3: 25,720 shares; 2025Q4: 21,921 shares; 2026Q1: 24,457 shares; 2026Q2: 24,272 shares 24,272$17.5M0.53%-185Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,340 shares; 2024Q4: 47,690 shares; 2025Q1: 38,628 shares; 2025Q2: 30,990 shares; 2025Q3: 33,238 shares; 2025Q4: 35,304 shares; 2026Q1: 34,185 shares; 2026Q2: 33,293 shares 33,293$17.1M0.52%-892Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383,197 shares; 2024Q4: 307,978 shares; 2025Q1: 300,863 shares; 2025Q2: 233,581 shares; 2025Q3: 224,176 shares; 2025Q4: 227,430 shares; 2026Q1: 219,671 shares; 2026Q2: 212,797 shares 212,797$16.2M0.49%-6,874Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,132 shares; 2024Q4: 168,961 shares; 2025Q1: 149,020 shares; 2025Q2: 140,278 shares; 2025Q3: 143,833 shares; 2025Q4: 141,862 shares; 2026Q1: 136,611 shares; 2026Q2: 141,149 shares 141,149$16M0.48%+4,538Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,077 shares; 2024Q4: 259,618 shares; 2025Q1: 258,004 shares; 2025Q2: 205,050 shares; 2025Q3: 177,377 shares; 2025Q4: 175,550 shares; 2026Q1: 154,431 shares; 2026Q2: 143,550 shares 143,550$15.4M0.46%-10,881Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,153 shares; 2024Q4: 67,277 shares; 2025Q1: 66,800 shares; 2025Q2: 52,773 shares; 2025Q3: 43,348 shares; 2025Q4: 42,189 shares; 2026Q1: 37,281 shares; 2026Q2: 36,002 shares 36,002$14.3M0.43%-1,279Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,292 shares; 2025Q1: 13,017 shares; 2025Q2: 16,324 shares; 2025Q3: 25,148 shares; 2025Q4: 26,569 shares; 2026Q1: 27,084 shares; 2026Q2: 24,458 shares 24,458$14.2M0.43%-2,626Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,028 shares; 2024Q4: 37,777 shares; 2025Q1: 39,151 shares; 2025Q2: 14,872 shares; 2025Q3: 16,752 shares; 2025Q4: 19,576 shares; 2026Q1: 20,885 shares; 2026Q2: 21,080 shares 21,080$13.8M0.42%+195Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,666 shares; 2024Q4: 57,999 shares; 2025Q1: 62,291 shares; 2025Q2: 40,678 shares; 2025Q3: 40,182 shares; 2025Q4: 40,429 shares; 2026Q1: 40,318 shares; 2026Q2: 40,035 shares 40,035$13.7M0.41%-283Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 814 shares; 2024Q4: 915 shares; 2025Q1: 1,005 shares; 2025Q2: 612 shares; 2025Q3: 711 shares; 2025Q4: 5,390 shares; 2026Q1: 6,450 shares; 2026Q2: 6,901 shares 6,901$13.7M0.41%+451Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,343 shares; 2024Q4: 19,474 shares; 2025Q1: 20,366 shares; 2025Q2: 12,257 shares; 2025Q3: 13,454 shares; 2025Q4: 12,702 shares; 2026Q1: 26,879 shares; 2026Q2: 28,494 shares 28,494$13.6M0.41%+1,615Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,688 shares; 2024Q4: 44,949 shares; 2025Q1: 45,262 shares; 2025Q2: 39,393 shares; 2025Q3: 40,049 shares; 2025Q4: 37,343 shares; 2026Q1: 35,911 shares; 2026Q2: 35,551 shares 35,551$13.2M0.4%-360Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,647 shares; 2024Q4: 147,300 shares; 2025Q1: 146,429 shares; 2025Q2: 140,465 shares; 2025Q3: 137,532 shares; 2025Q4: 133,051 shares; 2026Q1: 128,374 shares; 2026Q2: 126,219 shares 126,219$13.1M0.4%-2,155Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,591 shares; 2024Q4: 16,032 shares; 2025Q1: 14,665 shares; 2025Q2: 9,968 shares; 2025Q3: 9,198 shares; 2025Q4: 11,546 shares; 2026Q1: 26,185 shares; 2026Q2: 20,276 shares 20,276$13M0.39%-5,909Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,308 shares; 2024Q4: 22,116 shares; 2025Q1: 20,923 shares; 2025Q2: 16,047 shares; 2025Q3: 16,523 shares; 2025Q4: 136,632 shares; 2026Q1: 169,057 shares; 2026Q2: 177,664 shares 177,664$12.7M0.38%+8,607Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,393 shares; 2024Q4: 169,164 shares; 2025Q1: 173,454 shares; 2025Q2: 172,106 shares; 2025Q3: 170,818 shares; 2025Q4: 176,091 shares; 2026Q1: 178,309 shares; 2026Q2: 181,348 shares 181,348$12.7M0.38%+3,039Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,572 shares; 2024Q4: 17,241 shares; 2025Q1: 17,509 shares; 2025Q2: 12,395 shares; 2025Q3: 12,365 shares; 2025Q4: 75,082 shares; 2026Q1: 68,553 shares; 2026Q2: 79,925 shares 79,925$12.6M0.38%+11,372Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,429 shares; 2024Q4: 185,052 shares; 2025Q1: 183,862 shares; 2025Q2: 148,125 shares; 2025Q3: 92,474 shares; 2025Q4: 87,483 shares; 2026Q1: 81,628 shares; 2026Q2: 79,000 shares 79,000$12.5M0.38%-2,628Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,908 shares; 2024Q4: 5,087 shares; 2025Q1: 8,258 shares; 2025Q2: 5,152 shares; 2025Q3: 12,471 shares; 2025Q4: 12,703 shares; 2026Q1: 12,622 shares; 2026Q2: 12,339 shares 12,339$12.5M0.38%-283Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,610 shares; 2024Q4: 145,846 shares; 2025Q1: 146,887 shares; 2025Q2: 127,772 shares; 2025Q3: 125,201 shares; 2025Q4: 124,741 shares; 2026Q1: 129,134 shares; 2026Q2: 128,471 shares 128,471$12.4M0.37%-663Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,964 shares; 2024Q4: 130,317 shares; 2025Q1: 134,116 shares; 2025Q2: 133,117 shares; 2025Q3: 132,056 shares; 2025Q4: 135,829 shares; 2026Q1: 138,294 shares; 2026Q2: 141,576 shares 141,576$11.7M0.35%+3,282Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 135,682 shares; 2025Q1: 126,282 shares; 2025Q2: 57,004 shares; 2025Q3: 84,650 shares; 2025Q4: 90,468 shares; 2026Q1: 70,447 shares; 2026Q2: 68,548 shares 68,548$11.6M0.35%-1,899Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,632 shares; 2025Q4: 20,326 shares; 2026Q1: 19,144 shares; 2026Q2: 13,521 shares 13,521$11.6M0.35%-5,623Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,207 shares; 2024Q4: 55,310 shares; 2025Q1: 55,065 shares; 2025Q2: 53,058 shares; 2025Q3: 51,041 shares; 2025Q4: 47,194 shares; 2026Q1: 46,022 shares; 2026Q2: 45,565 shares 45,565$11.5M0.35%-457Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,232 shares; 2024Q4: 10,129 shares; 2025Q1: 24,283 shares; 2025Q2: 28,941 shares; 2025Q3: 32,805 shares; 2025Q4: 30,434 shares; 2026Q1: 30,381 shares; 2026Q2: 30,254 shares 30,254$11.1M0.34%-127Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 2,430 shares; 2025Q1: 2,524 shares; 2025Q2: 1,677 shares; 2025Q3: 1,284 shares; 2025Q4: 1,276 shares; 2026Q1: 9,554 shares; 2026Q2: 11,509 shares 11,509$11.1M0.34%+1,955Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,636 shares; 2024Q4: 36,002 shares; 2025Q1: 39,427 shares; 2025Q2: 30,023 shares; 2025Q3: 27,428 shares; 2025Q4: 23,098 shares; 2026Q1: 22,229 shares; 2026Q2: 21,925 shares 21,925$11M0.33%-304Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,245 shares; 2024Q4: 19,226 shares; 2025Q1: 18,842 shares; 2025Q2: 11,795 shares; 2025Q3: 14,116 shares; 2025Q4: 13,800 shares; 2026Q1: 13,628 shares; 2026Q2: 14,027 shares 14,027$10.6M0.32%+399Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,771 shares; 2024Q4: 115,308 shares; 2025Q1: 116,114 shares; 2025Q2: 104,070 shares; 2025Q3: 103,529 shares; 2025Q4: 107,834 shares; 2026Q1: 121,129 shares; 2026Q2: 111,947 shares 111,947$10.6M0.32%-9,182Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,186 shares; 2024Q4: 3,290 shares; 2025Q1: 3,073 shares; 2025Q2: 2,611 shares; 2025Q3: 4,716 shares; 2025Q4: 51,561 shares; 2026Q1: 47,519 shares; 2026Q2: 24,412 shares 24,412$10.5M0.32%-23,107Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,886 shares; 2024Q4: 30,300 shares; 2025Q1: 30,382 shares; 2025Q2: 24,372 shares; 2025Q3: 29,219 shares; 2025Q4: 29,249 shares; 2026Q1: 14,578 shares; 2026Q2: 13,326 shares 13,326$10.2M0.31%-1,252Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,330 shares; 2024Q4: 21,921 shares; 2025Q1: 141,579 shares; 2025Q2: 95,579 shares; 2025Q3: 108,571 shares; 2025Q4: 143,426 shares; 2026Q1: 137,797 shares; 2026Q2: 131,886 shares 131,886$9.96M0.3%-5,911Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,265 shares; 2024Q4: 73,063 shares; 2025Q1: 19,309 shares; 2025Q2: 18,737 shares; 2025Q3: 9,028 shares; 2025Q4: 9,005 shares; 2026Q1: 34,258 shares; 2026Q2: 33,035 shares 33,035$9.83M0.3%-1,223Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57,653 shares; 2025Q1: 69,690 shares; 2025Q2: 65,424 shares; 2025Q3: 52,037 shares; 2025Q4: 110,097 shares; 2026Q1: 140,657 shares; 2026Q2: 159,768 shares 159,768$9.82M0.3%+19,111Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,265 shares; 2024Q4: 52,696 shares; 2025Q1: 50,831 shares; 2025Q2: 59,143 shares; 2025Q3: 71,173 shares; 2025Q4: 77,929 shares; 2026Q1: 104,491 shares; 2026Q2: 114,608 shares 114,608$9.8M0.3%+10,117Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474,242 shares; 2024Q4: 238,333 shares; 2025Q1: 198,770 shares; 2025Q2: 152,841 shares; 2025Q3: 138,668 shares; 2025Q4: 141,943 shares; 2026Q1: 128,960 shares; 2026Q2: 125,390 shares 125,390$9.67M0.29%-3,570Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,084 shares; 2024Q4: 18,982 shares; 2025Q1: 18,620 shares; 2025Q2: 18,857 shares; 2025Q3: 18,159 shares; 2025Q4: 15,801 shares; 2026Q1: 18,166 shares; 2026Q2: 108,463 shares 108,463$9.34M0.28%+90,297Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,319 shares; 2024Q4: 83,895 shares; 2025Q1: 68,482 shares; 2025Q2: 49,402 shares; 2025Q3: 47,254 shares; 2025Q4: 49,845 shares; 2026Q1: 63,542 shares; 2026Q2: 60,979 shares 60,979$9.04M0.27%-2,563Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,973 shares; 2025Q1: 3,680 shares; 2025Q2: 4,519 shares; 2025Q3: 14,678 shares; 2025Q4: 6,329 shares; 2026Q1: 6,344 shares; 2026Q2: 7,508 shares 7,508$8.82M0.27%+1,164Timeline
APUETRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 188,215 shares; 2025Q1: 181,559 shares; 2025Q2: 137,676 shares; 2025Q3: 167,282 shares; 2025Q4: 180,907 shares; 2026Q1: 167,768 shares; 2026Q2: 190,401 shares 190,401$8.8M0.27%+22,633Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,004 shares; 2024Q4: 114,791 shares; 2025Q1: 115,002 shares; 2025Q2: 122,408 shares; 2025Q3: 123,109 shares; 2025Q4: 123,689 shares; 2026Q1: 119,881 shares; 2026Q2: 114,765 shares 114,765$8.79M0.27%-5,116Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 190 shares; 2025Q1: 129 shares; 2025Q2: 133 shares; 2025Q3: 131 shares; 2025Q4: 25,342 shares; 2026Q1: 24,861 shares; 2026Q2: 18,063 shares 18,063$8.71M0.26%-6,798Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 225 shares; 2025Q1: 232 shares; 2025Q2: 329 shares; 2025Q3: 2,048 shares; 2025Q4: 3,045 shares; 2026Q1: 15,115 shares; 2026Q2: 13,574 shares 13,574$8.66M0.26%-1,541Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,727 shares; 2024Q4: 19,601 shares; 2025Q1: 27,248 shares; 2025Q2: 39,064 shares; 2025Q3: 32,628 shares; 2025Q4: 33,474 shares; 2026Q1: 35,812 shares; 2026Q2: 31,777 shares 31,777$8.6M0.26%-4,035Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,149 shares; 2024Q4: 63,152 shares; 2025Q1: 63,979 shares; 2025Q2: 58,015 shares; 2025Q3: 34,181 shares; 2025Q4: 94,846 shares; 2026Q1: 96,345 shares; 2026Q2: 103,964 shares 103,964$8.54M0.26%+7,619Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,995 shares; 2024Q4: 5,927 shares; 2025Q1: 5,906 shares; 2025Q2: 70,854 shares; 2025Q3: 86,028 shares; 2025Q4: 87,334 shares; 2026Q1: 63,608 shares; 2026Q2: 92,448 shares 92,448$8.51M0.26%+28,840Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,159 shares; 2024Q4: 35,693 shares; 2025Q1: 29,317 shares; 2025Q2: 20,953 shares; 2025Q3: 20,805 shares; 2025Q4: 20,859 shares; 2026Q1: 20,862 shares; 2026Q2: 20,613 shares 20,613$8.44M0.25%-249Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 1,139 shares; 2025Q4: 87,410 shares; 2026Q1: 110,389 shares; 2026Q2: 169,691 shares 169,691$8.41M0.25%+59,302Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,661 shares; 2024Q4: 66,639 shares; 2025Q1: 68,859 shares; 2025Q2: 52,000 shares; 2025Q3: 50,735 shares; 2025Q4: 44,829 shares; 2026Q1: 42,929 shares; 2026Q2: 37,021 shares 37,021$8.12M0.25%-5,908Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601 shares; 2024Q4: 603 shares; 2025Q1: 2,429 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 288 shares; 2026Q2: 21,064 shares 21,064$8.12M0.25%+20,776Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,526 shares; 2024Q4: 97,372 shares; 2025Q1: 97,577 shares; 2025Q2: 79,707 shares; 2025Q3: 80,220 shares; 2025Q4: 85,659 shares; 2026Q1: 78,960 shares; 2026Q2: 68,847 shares 68,847$8.04M0.24%-10,113Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,223 shares; 2024Q4: 30,837 shares; 2025Q1: 23,848 shares; 2025Q2: 19,213 shares; 2025Q3: 20,563 shares; 2025Q4: 21,133 shares; 2026Q1: 31,230 shares; 2026Q2: 33,489 shares 33,489$7.92M0.24%+2,259Timeline
SECTNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,668 shares; 2024Q4: 201,820 shares; 2025Q1: 195,372 shares; 2025Q2: 127,851 shares; 2025Q3: 115,212 shares; 2025Q4: 132,626 shares; 2026Q1: 131,619 shares; 2026Q2: 106,703 shares 106,703$7.69M0.23%-24,916Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,288 shares; 2024Q4: 13,302 shares; 2025Q1: 14,456 shares; 2025Q2: 10,897 shares; 2025Q3: 20,738 shares; 2025Q4: 25,692 shares; 2026Q1: 28,617 shares; 2026Q2: 29,766 shares 29,766$7.6M0.23%+1,149Timeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,359 shares; 2024Q4: 33,797 shares; 2025Q1: 35,294 shares; 2025Q2: 35,068 shares; 2025Q3: 38,286 shares; 2025Q4: 44,678 shares; 2026Q1: 48,603 shares; 2026Q2: 56,966 shares 56,966$7.59M0.23%+8,363Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,333 shares; 2025Q1: 31,214 shares; 2025Q2: 16,594 shares; 2025Q3: 17,401 shares; 2025Q4: 17,796 shares; 2026Q1: 17,779 shares; 2026Q2: 17,949 shares 17,949$7.46M0.23%+170Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,143 shares; 2024Q4: 87,530 shares; 2025Q1: 89,541 shares; 2025Q2: 87,624 shares; 2025Q3: 91,744 shares; 2025Q4: 92,561 shares; 2026Q1: 89,892 shares; 2026Q2: 91,309 shares 91,309$7.4M0.22%+1,417Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,856 shares; 2024Q4: 1,692 shares; 2025Q1: 1,819 shares; 2025Q2: 1,811 shares; 2025Q3: 1,997 shares; 2025Q4: 2,176 shares; 2026Q1: 3,765 shares; 2026Q2: 3,632 shares 3,632$7.22M0.22%-133Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,791 shares; 2024Q4: 199,343 shares; 2025Q1: 135,386 shares; 2025Q2: 119,448 shares; 2025Q3: 113,604 shares; 2025Q4: 119,806 shares; 2026Q1: 120,396 shares; 2026Q2: 117,655 shares 117,655$7.15M0.22%-2,741Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 86,223 shares; 2025Q1: 70,077 shares; 2025Q2: 69,279 shares; 2025Q3: 71,588 shares; 2025Q4: 69,102 shares; 2026Q1: 70,050 shares; 2026Q2: 67,964 shares 67,964$7.02M0.21%-2,086Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,141 shares; 2024Q4: 30,470 shares; 2025Q1: 31,552 shares; 2025Q2: 21,733 shares; 2025Q3: 18,891 shares; 2025Q4: 18,713 shares; 2026Q1: 17,432 shares; 2026Q2: 16,324 shares 16,324$6.87M0.21%-1,108Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,480 shares; 2024Q4: 29,519 shares; 2025Q1: 29,185 shares; 2025Q2: 29,338 shares; 2025Q3: 28,971 shares; 2025Q4: 29,079 shares; 2026Q1: 33,345 shares; 2026Q2: 34,341 shares 34,341$6.79M0.2%+996Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,903 shares; 2024Q4: 32,391 shares; 2025Q1: 35,066 shares; 2025Q2: 26,015 shares; 2025Q3: 13,787 shares; 2025Q4: 55,293 shares; 2026Q1: 63,580 shares; 2026Q2: 72,043 shares 72,043$6.6M0.2%+8,463Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,596 shares; 2026Q2: 33,435 shares 33,435$6.59M0.2%-161Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,885 shares; 2024Q4: 127,431 shares; 2025Q1: 121,484 shares; 2025Q2: 82,241 shares; 2025Q3: 38,873 shares; 2025Q4: 37,454 shares; 2026Q1: 40,275 shares; 2026Q2: 47,899 shares 47,899$6.55M0.2%+7,624Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,692 shares; 2025Q4: 117,413 shares; 2026Q1: 103,899 shares; 2026Q2: 100,727 shares 100,727$6.48M0.2%-3,172Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,366 shares; 2024Q4: 119,674 shares; 2025Q1: 151,225 shares; 2025Q2: 157,616 shares; 2025Q3: 104,965 shares; 2025Q4: 107,708 shares; 2026Q1: 110,171 shares; 2026Q2: 110,034 shares 110,034$6.21M0.19%-137Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 6 shares; 2025Q1: 46 shares; 2025Q2: 45 shares; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 7,921 shares; 2026Q2: 7,747 shares 7,747$6.15M0.19%-174Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,408 shares; 2024Q4: 281,106 shares; 2025Q1: 289,923 shares; 2025Q2: 190,652 shares; 2025Q3: 185,794 shares; 2025Q4: 188,076 shares; 2026Q1: 191,624 shares; 2026Q2: 193,912 shares 193,912$6.15M0.19%+2,288Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,307 shares; 2024Q4: 27,590 shares; 2025Q1: 31,019 shares; 2025Q2: 19,987 shares; 2025Q3: 20,153 shares; 2025Q4: 19,884 shares; 2026Q1: 20,813 shares; 2026Q2: 20,445 shares 20,445$6.14M0.19%-368Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,182 shares; 2024Q4: 63,331 shares; 2025Q1: 60,962 shares; 2025Q2: 62,330 shares; 2025Q3: 68,949 shares; 2025Q4: 83,125 shares; 2026Q1: 85,332 shares; 2026Q2: 88,621 shares 88,621$6.03M0.18%+3,289Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 32 shares; 2025Q3: 34 shares; 2025Q4: 44 shares; 2026Q1: 34 shares; 2026Q2: 29,172 shares 29,172$6.02M0.18%+29,138Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,236 shares; 2024Q4: 88,357 shares; 2025Q1: 93,277 shares; 2025Q2: 99,886 shares; 2025Q3: 99,419 shares; 2025Q4: 109,031 shares; 2026Q1: 116,592 shares; 2026Q2: 119,732 shares 119,732$6.01M0.18%+3,140Timeline
APCBTRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 147,347 shares; 2025Q1: 152,140 shares; 2025Q2: 220,738 shares; 2025Q3: 181,835 shares; 2025Q4: 193,809 shares; 2026Q1: 174,338 shares; 2026Q2: 204,021 shares 204,021$6M0.18%+29,683Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,818 shares; 2024Q4: 6,520 shares; 2025Q1: 5,678 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 71,031 shares; 2026Q1: 71,061 shares; 2026Q2: 67,293 shares 67,293$5.99M0.18%-3,768Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,956 shares; 2024Q4: 75,404 shares; 2025Q1: 101,696 shares; 2025Q2: 86,937 shares; 2025Q3: 87,732 shares; 2025Q4: 150,818 shares; 2026Q1: 135,291 shares; 2026Q2: 131,824 shares 131,824$5.98M0.18%-3,467Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,043 shares; 2025Q1: 3,650 shares; 2025Q2: 5,509 shares; 2025Q3: 8,361 shares; 2025Q4: 10,836 shares; 2026Q1: 10,014 shares; 2026Q2: 56,657 shares 56,657$5.95M0.18%+46,643Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,872 shares; 2024Q4: 81,587 shares; 2025Q1: 86,592 shares; 2025Q2: 81,487 shares; 2025Q3: 88,362 shares; 2025Q4: 99,082 shares; 2026Q1: 117,092 shares; 2026Q2: 118,723 shares 118,723$5.85M0.18%+1,631Timeline
PWBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,847 shares; 2024Q4: 35,239 shares; 2025Q1: 34,374 shares; 2025Q2: 24,201 shares; 2025Q3: 25,257 shares; 2025Q4: 32,368 shares; 2026Q1: 33,327 shares; 2026Q2: 34,644 shares 34,644$5.84M0.18%+1,317Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: 481 shares; 2025Q1: 474 shares; 2025Q2: 160 shares; 2025Q3: 4,186 shares; 2025Q4: 27,333 shares; 2026Q1: 25,461 shares; 2026Q2: 25,459 shares 25,459$5.78M0.17%-2Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,707 shares; 2024Q4: 136,144 shares; 2025Q1: 158,537 shares; 2025Q2: 127,598 shares; 2025Q3: 89,743 shares; 2025Q4: 76,660 shares; 2026Q1: 74,384 shares; 2026Q2: 69,217 shares 69,217$5.75M0.17%-5,167Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 241 shares; 2025Q1: 238 shares; 2025Q2: 242 shares; 2025Q3: 211 shares; 2025Q4: 200 shares; 2026Q1: 27,321 shares; 2026Q2: 27,466 shares 27,466$5.64M0.17%+145Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,573 shares; 2024Q4: 2,586 shares; 2025Q1: 3,032 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 38,983 shares; 2026Q1: 36,565 shares; 2026Q2: 35,965 shares 35,965$5.63M0.17%-600Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,607 shares; 2024Q4: 60,032 shares; 2025Q1: 56,120 shares; 2025Q2: 53,657 shares; 2025Q3: 52,712 shares; 2025Q4: 52,472 shares; 2026Q1: 51,395 shares; 2026Q2: 50,974 shares 50,974$5.61M0.17%-421Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,106 shares; 2024Q4: 38,241 shares; 2025Q1: 37,964 shares; 2025Q2: 29,041 shares; 2025Q3: 28,843 shares; 2025Q4: 22,116 shares; 2026Q1: 27,275 shares; 2026Q2: 15,826 shares 15,826$5.58M0.17%-11,449Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,883 shares; 2024Q4: 1,837 shares; 2025Q1: 1,838 shares; 2025Q2: 890 shares; 2025Q3: 1,156 shares; 2025Q4: 43,285 shares; 2026Q1: 43,753 shares; 2026Q2: 55,301 shares 55,301$5.57M0.17%+11,548Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,386 shares; 2024Q4: 102,261 shares; 2025Q1: 96,777 shares; 2025Q2: 96,828 shares; 2025Q3: 94,607 shares; 2025Q4: 100,541 shares; 2026Q1: 100,519 shares; 2026Q2: 102,520 shares 102,520$5.54M0.17%+2,001Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,863 shares; 2024Q4: 23,429 shares; 2025Q1: 23,371 shares; 2025Q2: 21,114 shares; 2025Q3: 20,902 shares; 2025Q4: 23,943 shares; 2026Q1: 20,262 shares; 2026Q2: 14,823 shares 14,823$5.49M0.17%-5,439Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares; 2026Q2: 81,728 shares 81,728$5.41M0.16%+81,666Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,927 shares; 2024Q4: 2,028 shares; 2025Q1: 3,600 shares; 2025Q2: 6,356 shares; 2025Q3: 6,756 shares; 2025Q4: 11,184 shares; 2026Q1: 13,749 shares; 2026Q2: 61,208 shares 61,208$5.38M0.16%+47,459Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,538 shares; 2024Q4: 27,031 shares; 2025Q1: 25,770 shares; 2025Q2: 10,897 shares; 2025Q3: 11,083 shares; 2025Q4: 18,501 shares; 2026Q1: 31,778 shares; 2026Q2: 24,556 shares 24,556$5.22M0.16%-7,222Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,002 shares; 2024Q4: 42,989 shares; 2025Q1: 45,961 shares; 2025Q2: 38,362 shares; 2025Q3: 41,411 shares; 2025Q4: 47,507 shares; 2026Q1: 48,702 shares; 2026Q2: 44,271 shares 44,271$5.2M0.16%-4,431Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 111,990 shares; 2025Q1: 128,662 shares; 2025Q2: 129,223 shares; 2025Q3: 129,831 shares; 2025Q4: 151,781 shares; 2026Q1: 171,325 shares; 2026Q2: 174,100 shares 174,100$5.04M0.15%+2,775Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,990 shares; 2024Q4: 21,681 shares; 2025Q1: 22,235 shares; 2025Q2: 21,390 shares; 2025Q3: 21,537 shares; 2025Q4: 22,677 shares; 2026Q1: 22,120 shares; 2026Q2: 20,694 shares 20,694$5.02M0.15%-1,426Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,078 shares; 2025Q4: 26,577 shares; 2026Q1: 24,899 shares; 2026Q2: 25,433 shares 25,433$4.95M0.15%+534Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,776 shares; 2024Q4: 49,248 shares; 2025Q1: 49,631 shares; 2025Q2: 48,842 shares; 2025Q3: 63,050 shares; 2025Q4: 63,743 shares; 2026Q1: 68,666 shares; 2026Q2: 72,262 shares 72,262$4.94M0.15%+3,596Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,476 shares; 2024Q4: 66,610 shares; 2025Q1: 70,739 shares; 2025Q2: 45,156 shares; 2025Q3: 108,836 shares; 2025Q4: 104,797 shares; 2026Q1: 107,138 shares; 2026Q2: 105,369 shares 105,369$4.82M0.15%-1,769Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,224 shares; 2024Q4: 8,494 shares; 2025Q1: 66,090 shares; 2025Q2: 3,081 shares; 2025Q3: 3,329 shares; 2025Q4: 1,779 shares; 2026Q1: 1,501 shares; 2026Q2: 33,241 shares 33,241$4.81M0.15%+31,740Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,579 shares; 2024Q4: 67,845 shares; 2025Q1: 63,634 shares; 2025Q2: 47,332 shares; 2025Q3: 46,602 shares; 2025Q4: 75,257 shares; 2026Q1: 90,433 shares; 2026Q2: 93,768 shares 93,768$4.74M0.14%+3,335Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,554 shares; 2024Q4: 3,906 shares; 2025Q1: 316 shares; 2025Q2: 330 shares; 2025Q3: 312 shares; 2025Q4: 4,928 shares; 2026Q1: 5,439 shares; 2026Q2: 5,674 shares 5,674$4.71M0.14%+235Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,914 shares; 2025Q1: 9,805 shares; 2025Q2: 19,410 shares; 2025Q3: 20,882 shares; 2025Q4: 21,523 shares; 2026Q1: 24,468 shares; 2026Q2: 30,957 shares 30,957$4.69M0.14%+6,489Timeline
OIHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 87 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 4,625 shares; 2026Q1: 17,361 shares; 2026Q2: 12,372 shares 12,372$4.6M0.14%-4,989Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,807 shares; 2024Q4: 12,183 shares; 2025Q1: 12,165 shares; 2025Q2: 9,125 shares; 2025Q3: 10,441 shares; 2025Q4: 8,937 shares; 2026Q1: 10,276 shares; 2026Q2: 9,340 shares 9,340$4.59M0.14%-936Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,272 shares; 2024Q4: 39,743 shares; 2025Q1: 40,870 shares; 2025Q2: 40,717 shares; 2025Q3: 41,395 shares; 2025Q4: 43,489 shares; 2026Q1: 47,034 shares; 2026Q2: 47,722 shares 47,722$4.55M0.14%+688Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,919 shares; 2024Q4: 187,482 shares; 2025Q1: 201,314 shares; 2025Q2: 151,634 shares; 2025Q3: 153,553 shares; 2025Q4: 65,714 shares; 2026Q1: 62,665 shares; 2026Q2: 61,240 shares 61,240$4.42M0.13%-1,425Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,054 shares; 2024Q4: 15,069 shares; 2025Q1: 15,283 shares; 2025Q2: 15,019 shares; 2025Q3: 15,163 shares; 2025Q4: 17,575 shares; 2026Q1: 19,024 shares; 2026Q2: 17,920 shares 17,920$4.41M0.13%-1,104Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,190 shares 27,190$4.4M0.13%newTimeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,506 shares; 2024Q4: 2,849 shares; 2025Q1: 6,087 shares; 2025Q2: 9,775 shares; 2025Q3: 16,124 shares; 2025Q4: 20,167 shares; 2026Q1: 23,199 shares; 2026Q2: 26,252 shares 26,252$4.24M0.13%+3,053Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 4,648 shares; 2025Q1: 4,123 shares; 2025Q2: 3,786 shares; 2025Q3: 12,893 shares; 2025Q4: 15,671 shares; 2026Q1: 26,416 shares; 2026Q2: 31,988 shares 31,988$4.23M0.13%+5,572Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,506 shares; 2024Q4: 67,453 shares; 2025Q1: 68,004 shares; 2025Q2: 69,139 shares; 2025Q3: 68,594 shares; 2025Q4: 78,900 shares; 2026Q1: 87,133 shares; 2026Q2: 89,428 shares 89,428$4.22M0.13%+2,295Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,318 shares; 2024Q4: 21,722 shares; 2025Q1: 23,909 shares; 2025Q2: 21,902 shares; 2025Q3: 8,036 shares; 2025Q4: 13,153 shares; 2026Q1: 14,021 shares; 2026Q2: 10,474 shares 10,474$4.17M0.13%-3,547Timeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,294 shares; 2026Q2: 51,040 shares 51,040$4.16M0.13%-254Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,248 shares; 2024Q4: 102,316 shares; 2025Q1: 110,812 shares; 2025Q2: 109,640 shares; 2025Q3: 109,640 shares; 2025Q4: 111,860 shares; 2026Q1: 114,069 shares; 2026Q2: 115,366 shares 115,366$4.04M0.12%+1,297Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,821 shares; 2024Q4: 109,477 shares; 2025Q1: 81,844 shares; 2025Q2: 66,044 shares; 2025Q3: 39,273 shares; 2025Q4: 74,504 shares; 2026Q1: 92,123 shares; 2026Q2: 75,423 shares 75,423$4.01M0.12%-16,700Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,864 shares; 2024Q4: 90,416 shares; 2025Q1: 95,480 shares; 2025Q2: 93,816 shares; 2025Q3: 94,242 shares; 2025Q4: 97,320 shares; 2026Q1: 98,492 shares; 2026Q2: 99,524 shares 99,524$3.99M0.12%+1,032Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,042 shares; 2024Q4: 38,419 shares; 2025Q1: 38,062 shares; 2025Q2: 37,985 shares; 2025Q3: 36,588 shares; 2025Q4: 36,779 shares; 2026Q1: 36,609 shares; 2026Q2: 36,087 shares 36,087$3.98M0.12%-522Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,008 shares; 2024Q4: 18,160 shares; 2025Q1: 16,637 shares; 2025Q2: 10,918 shares; 2025Q3: 12,727 shares; 2025Q4: 11,971 shares; 2026Q1: 12,237 shares; 2026Q2: 17,755 shares 17,755$3.92M0.12%+5,518Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 59,144 shares; 2025Q3: 61,444 shares; 2025Q4: 67,399 shares; 2026Q1: 72,860 shares; 2026Q2: 75,212 shares 75,212$3.83M0.12%+2,352Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,288 shares; 2024Q4: 50,021 shares; 2025Q1: 65,180 shares; 2025Q2: 63,019 shares; 2025Q3: 64,467 shares; 2025Q4: 66,568 shares; 2026Q1: 49,874 shares; 2026Q2: 49,666 shares 49,666$3.81M0.12%-208Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,707 shares; 2024Q4: 146,011 shares; 2025Q1: 62,926 shares; 2025Q2: 56,512 shares; 2025Q3: 176,147 shares; 2025Q4: 176,458 shares; 2026Q1: 63,457 shares; 2026Q2: 62,867 shares 62,867$3.75M0.11%-590Timeline
XHSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,286 shares 28,286$3.74M0.11%newTimeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,715 shares; 2024Q4: 8,002 shares; 2025Q1: 2,654 shares; 2025Q2: 3,750 shares; 2025Q3: 7,878 shares; 2025Q4: 34,324 shares; 2026Q1: 11,098 shares; 2026Q2: 11,115 shares 11,115$3.72M0.11%+17Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: 2,151 shares; 2025Q1: 2,384 shares; 2025Q2: 1,195 shares; 2025Q3: 6,239 shares; 2025Q4: 7,372 shares; 2026Q1: 7,307 shares; 2026Q2: 9,330 shares 9,330$3.7M0.11%+2,023Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,397 shares; 2024Q4: 51,813 shares; 2025Q1: 56,489 shares; 2025Q2: 63,284 shares; 2025Q3: 77,673 shares; 2025Q4: 87,745 shares; 2026Q1: 96,174 shares; 2026Q2: 109,082 shares 109,082$3.69M0.11%+12,908Timeline
APIETRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 106,765 shares; 2025Q1: 103,134 shares; 2025Q2: 77,846 shares; 2025Q3: 81,940 shares; 2025Q4: 88,912 shares; 2026Q1: 82,079 shares; 2026Q2: 94,332 shares 94,332$3.66M0.11%+12,253Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,846 shares; 2024Q4: 11,450 shares; 2025Q1: 11,346 shares; 2025Q2: 5,230 shares; 2025Q3: 5,158 shares; 2025Q4: 7,034 shares; 2026Q1: 7,247 shares; 2026Q2: 7,122 shares 7,122$3.63M0.11%-125Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638 shares; 2024Q4: 6,123 shares; 2025Q1: 6,228 shares; 2025Q2: 5,717 shares; 2025Q3: 6,209 shares; 2025Q4: 7,264 shares; 2026Q1: 6,752 shares; 2026Q2: 13,362 shares 13,362$3.59M0.11%+6,610Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,236 shares; 2024Q4: 8,229 shares; 2025Q1: 12,927 shares; 2025Q2: 8,248 shares; 2025Q3: 9,497 shares; 2025Q4: 8,815 shares; 2026Q1: 8,831 shares; 2026Q2: 9,469 shares 9,469$3.54M0.11%+638Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,862 shares; 2024Q4: 42,137 shares; 2025Q1: 41,819 shares; 2025Q2: 40,565 shares; 2025Q3: 42,043 shares; 2025Q4: 41,960 shares; 2026Q1: 41,853 shares; 2026Q2: 42,083 shares 42,083$3.52M0.11%+230Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,763 shares; 2024Q4: 12,397 shares; 2025Q1: 72,340 shares; 2025Q2: 7,746 shares; 2025Q3: 7,412 shares; 2025Q4: 26,295 shares; 2026Q1: 33,227 shares; 2026Q2: 34,060 shares 34,060$3.52M0.11%+833Timeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,431 shares 22,431$3.51M0.11%newTimeline
UJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,545 shares; 2024Q4: 20,545 shares; 2025Q1: 52,897 shares; 2025Q2: 49,469 shares; 2025Q3: 44,979 shares; 2025Q4: 40,015 shares; 2026Q1: 77,062 shares; 2026Q2: 76,520 shares 76,520$3.47M0.1%-542Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,120 shares; 2024Q4: 4,193 shares; 2025Q1: 4,341 shares; 2025Q2: 2,659 shares; 2025Q3: 8,184 shares; 2025Q4: 2,307 shares; 2026Q1: 2,270 shares; 2026Q2: 11,560 shares 11,560$3.45M0.1%+9,290Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,269 shares; 2024Q4: 12,493 shares; 2025Q1: 12,756 shares; 2025Q2: 12,066 shares; 2025Q3: 12,202 shares; 2025Q4: 12,267 shares; 2026Q1: 12,416 shares; 2026Q2: 12,099 shares 12,099$3.4M0.1%-317Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,032 shares; 2024Q4: 79,375 shares; 2025Q1: 78,268 shares; 2025Q2: 74,830 shares; 2025Q3: 74,375 shares; 2025Q4: 71,104 shares; 2026Q1: 70,742 shares; 2026Q2: 70,956 shares 70,956$3.38M0.1%+214Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 50 shares; 2025Q3: 120 shares; 2025Q4: 1,539 shares; 2026Q1: 12,961 shares; 2026Q2: 17,553 shares 17,553$3.37M0.1%+4,592Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,051 shares; 2025Q1: 2,651 shares; 2025Q2: 1,229 shares; 2025Q3: 1,316 shares; 2025Q4: 5,979 shares; 2026Q1: 6,945 shares; 2026Q2: 9,104 shares 9,104$3.32M0.1%+2,159Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,951 shares; 2024Q4: 82,199 shares; 2025Q1: 83,012 shares; 2025Q2: 82,343 shares; 2025Q3: 84,746 shares; 2025Q4: 84,455 shares; 2026Q1: 77,076 shares; 2026Q2: 76,782 shares 76,782$3.31M0.1%-294Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,747 shares; 2024Q4: 25,273 shares; 2025Q1: 25,299 shares; 2025Q2: 11,791 shares; 2025Q3: 11,149 shares; 2025Q4: 11,345 shares; 2026Q1: 11,925 shares; 2026Q2: 13,113 shares 13,113$3.3M0.1%+1,188Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,404 shares; 2024Q4: 17,291 shares; 2025Q1: 15,276 shares; 2025Q2: 13,986 shares; 2025Q3: 13,542 shares; 2025Q4: 13,672 shares; 2026Q1: 13,949 shares; 2026Q2: 13,426 shares 13,426$3.26M0.1%-523Timeline
UOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,355 shares; 2024Q4: 25,744 shares; 2025Q1: 21,760 shares; 2025Q2: 21,761 shares; 2025Q3: 21,671 shares; 2025Q4: 86,868 shares; 2026Q1: 82,198 shares; 2026Q2: 78,766 shares 78,766$3.24M0.1%-3,432Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 54,958 shares; 2025Q1: 53,017 shares; 2025Q2: 51,535 shares; 2025Q3: 113,439 shares; 2025Q4: 54,046 shares; 2026Q1: 54,686 shares; 2026Q2: 62,903 shares 62,903$3.21M0.1%+8,217Timeline
XEVTXEATON VANCE TAX ADVT DIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80,958 shares; 2025Q1: 108,027 shares; 2025Q2: 113,200 shares; 2025Q3: 121,775 shares; 2025Q4: 115,237 shares; 2026Q1: 121,608 shares; 2026Q2: 115,599 shares 115,599$3.2M0.1%-6,009Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,102 shares; 2024Q4: 23,835 shares; 2025Q1: 4,339 shares; 2025Q2: 10,618 shares; 2025Q3: 12,250 shares; 2025Q4: 12,730 shares; 2026Q1: 12,793 shares; 2026Q2: 13,379 shares 13,379$3.18M0.1%+586Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,944 shares; 2024Q4: 159,768 shares; 2025Q1: 149,845 shares; 2025Q2: 98,866 shares; 2025Q3: 36,192 shares; 2025Q4: 34,803 shares; 2026Q1: 40,936 shares; 2026Q2: 35,740 shares 35,740$3.14M0.09%-5,196Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,576 shares; 2024Q4: 10,624 shares; 2025Q1: 11,342 shares; 2025Q2: 8,801 shares; 2025Q3: 8,988 shares; 2025Q4: 8,837 shares; 2026Q1: 8,492 shares; 2026Q2: 7,322 shares 7,322$3.12M0.09%-1,170Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,127 shares; 2024Q4: 49,564 shares; 2025Q1: 49,071 shares; 2025Q2: 49,345 shares; 2025Q3: 55,667 shares; 2025Q4: 81,800 shares; 2026Q1: 89,432 shares; 2026Q2: 90,027 shares 90,027$3.12M0.09%+595Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,756 shares; 2024Q4: 22,958 shares; 2025Q1: 25,346 shares; 2025Q2: 15,762 shares; 2025Q3: 14,572 shares; 2025Q4: 12,826 shares; 2026Q1: 13,327 shares; 2026Q2: 12,264 shares 12,264$3.11M0.09%-1,063Timeline
PBOCPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,067 shares; 2026Q1: 105,762 shares; 2026Q2: 101,099 shares 101,099$3.1M0.09%-4,663Timeline
OCTWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,532 shares; 2024Q4: 22,311 shares; 2025Q1: 18,353 shares; 2025Q2: 18,353 shares; 2025Q3: 18,353 shares; 2025Q4: 83,816 shares; 2026Q1: 79,066 shares; 2026Q2: 75,586 shares 75,586$3.09M0.09%-3,480Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,050 shares; 2025Q1: 27,050 shares; 2025Q2: 19,096 shares; 2025Q3: 19,340 shares; 2025Q4: 19,340 shares; 2026Q1: 19,341 shares; 2026Q2: 19,341 shares 19,341$3.09M0.09%0Timeline
UFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,535 shares; 2024Q4: 19,535 shares; 2025Q1: 85,720 shares; 2025Q2: 82,460 shares; 2025Q3: 48,508 shares; 2025Q4: 33,938 shares; 2026Q1: 80,088 shares; 2026Q2: 79,813 shares 79,813$3.08M0.09%-275Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,264 shares; 2024Q4: 11,756 shares; 2025Q1: 12,150 shares; 2025Q2: 7,802 shares; 2025Q3: 9,151 shares; 2025Q4: 11,445 shares; 2026Q1: 15,637 shares; 2026Q2: 13,961 shares 13,961$3.05M0.09%-1,676Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,140 shares 16,140$3.02M0.09%newTimeline
PBFBPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,789 shares; 2026Q2: 94,668 shares 94,668$3.02M0.09%-121Timeline
FEBWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,204 shares; 2025Q1: 90,076 shares; 2025Q2: 86,702 shares; 2025Q3: 50,492 shares; 2025Q4: 34,900 shares; 2026Q1: 85,246 shares; 2026Q2: 85,018 shares 85,018$3.02M0.09%-228Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,062 shares; 2024Q4: 9,913 shares; 2025Q1: 10,658 shares; 2025Q2: 7,182 shares; 2025Q3: 8,629 shares; 2025Q4: 8,557 shares; 2026Q1: 8,138 shares; 2026Q2: 7,615 shares 7,615$2.97M0.09%-523Timeline
PJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,024 shares; 2024Q4: 59,019 shares; 2025Q1: 59,019 shares; 2025Q2: 59,019 shares; 2025Q3: 61,869 shares; 2025Q4: 61,116 shares; 2026Q1: 61,113 shares; 2026Q2: 60,667 shares 60,667$2.96M0.09%-446Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,313 shares; 2024Q4: 26,355 shares; 2025Q1: 25,729 shares; 2025Q2: 27,217 shares; 2025Q3: 26,742 shares; 2025Q4: 26,161 shares; 2026Q1: 25,466 shares; 2026Q2: 25,151 shares 25,151$2.96M0.09%-315Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,354 shares; 2024Q4: 4,414 shares; 2025Q1: 7,741 shares; 2025Q2: 6,278 shares; 2025Q3: 8,568 shares; 2025Q4: 8,596 shares; 2026Q1: 5,355 shares; 2026Q2: 5,703 shares 5,703$2.95M0.09%+348Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,236 shares; 2024Q4: 85,212 shares; 2025Q1: 82,870 shares; 2025Q2: 70,111 shares; 2025Q3: 77,962 shares; 2025Q4: 75,101 shares; 2026Q1: 25,424 shares; 2026Q2: 25,749 shares 25,749$2.94M0.09%+325Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,998 shares; 2024Q4: 20,855 shares; 2025Q1: 19,937 shares; 2025Q2: 18,383 shares; 2025Q3: 15,298 shares; 2025Q4: 11,376 shares; 2026Q1: 11,535 shares; 2026Q2: 12,040 shares 12,040$2.92M0.09%+505Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 150 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 254 shares; 2026Q2: 38,144 shares 38,144$2.91M0.09%+37,890Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,244 shares; 2024Q4: 41,692 shares; 2025Q1: 31,103 shares; 2025Q2: 18,430 shares; 2025Q3: 27,463 shares; 2025Q4: 17,396 shares; 2026Q1: 19,946 shares; 2026Q2: 17,466 shares 17,466$2.9M0.09%-2,480Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,289 shares; 2024Q4: 8,247 shares; 2025Q1: 2,203 shares; 2025Q2: 1,615 shares; 2025Q3: 1,459 shares; 2025Q4: 8,615 shares; 2026Q1: 8,172 shares; 2026Q2: 8,439 shares 8,439$2.88M0.09%+267Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,464 shares; 2024Q4: 14,926 shares; 2025Q1: 14,812 shares; 2025Q2: 8,153 shares; 2025Q3: 10,905 shares; 2025Q4: 10,481 shares; 2026Q1: 11,576 shares; 2026Q2: 12,046 shares 12,046$2.87M0.09%+470Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 895 shares; 2024Q4: 3,188 shares; 2025Q1: 3,518 shares; 2025Q2: 6,012 shares; 2025Q3: 9,564 shares; 2025Q4: 11,591 shares; 2026Q1: 14,702 shares; 2026Q2: 16,173 shares 16,173$2.86M0.09%+1,471Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,870 shares; 2024Q4: 9,201 shares; 2025Q1: 1,630 shares; 2025Q2: 929 shares; 2025Q3: 920 shares; 2025Q4: 885 shares; 2026Q1: 893 shares; 2026Q2: 2,091 shares 2,091$2.85M0.09%+1,198Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,465 shares; 2024Q4: 26,080 shares; 2025Q1: 2,456 shares; 2025Q2: 6,776 shares; 2025Q3: 8,895 shares; 2025Q4: 8,122 shares; 2026Q1: 8,134 shares; 2026Q2: 8,607 shares 8,607$2.84M0.09%+473Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,280 shares; 2024Q4: 2,306 shares; 2025Q1: 2,314 shares; 2025Q2: 302 shares; 2025Q3: 547 shares; 2025Q4: 821 shares; 2026Q1: 180 shares; 2026Q2: 13,189 shares 13,189$2.81M0.08%+13,009Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,213 shares; 2024Q4: 25,647 shares; 2025Q1: 25,727 shares; 2025Q2: 31,046 shares; 2025Q3: 65,498 shares; 2025Q4: 66,399 shares; 2026Q1: 64,527 shares; 2026Q2: 67,734 shares 67,734$2.79M0.08%+3,207Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,350 shares; 2024Q4: 22,459 shares; 2025Q1: 22,480 shares; 2025Q2: 15,320 shares; 2025Q3: 13,688 shares; 2025Q4: 15,078 shares; 2026Q1: 15,419 shares; 2026Q2: 17,515 shares 17,515$2.75M0.08%+2,096Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,001 shares; 2024Q4: 30,914 shares; 2025Q1: 32,134 shares; 2025Q2: 28,426 shares; 2025Q3: 28,778 shares; 2025Q4: 26,735 shares; 2026Q1: 25,351 shares; 2026Q2: 23,291 shares 23,291$2.74M0.08%-2,060Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,206 shares; 2024Q4: 2,455 shares; 2025Q1: 9,842 shares; 2025Q2: 9,953 shares; 2025Q3: 2,288 shares; 2025Q4: 9,613 shares; 2026Q1: 10,857 shares; 2026Q2: 10,620 shares 10,620$2.72M0.08%-237Timeline
JANWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,005 shares; 2024Q4: 12,005 shares; 2025Q1: 49,464 shares; 2025Q2: 45,700 shares; 2025Q3: 40,581 shares; 2025Q4: 34,833 shares; 2026Q1: 70,244 shares; 2026Q2: 69,662 shares 69,662$2.69M0.08%-582Timeline
UDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,155 shares; 2024Q4: 80,584 shares; 2025Q1: 75,309 shares; 2025Q2: 53,138 shares; 2025Q3: 40,391 shares; 2025Q4: 74,707 shares; 2026Q1: 66,150 shares; 2026Q2: 64,538 shares 64,538$2.69M0.08%-1,612Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,993 shares; 2024Q4: 46,524 shares; 2025Q1: 87,407 shares; 2025Q2: 120,298 shares; 2025Q3: 138,243 shares; 2025Q4: 147,734 shares; 2026Q1: 168,726 shares; 2026Q2: 228,623 shares 228,623$2.68M0.08%+59,897Timeline
PBJAPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,906 shares; 2026Q2: 82,733 shares 82,733$2.67M0.08%+1,827Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,135 shares; 2024Q4: 101,812 shares; 2025Q1: 65,741 shares; 2025Q2: 51,331 shares; 2025Q3: 71,389 shares; 2025Q4: 69,382 shares; 2026Q1: 61,420 shares; 2026Q2: 59,276 shares 59,276$2.61M0.08%-2,144Timeline
UJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,369 shares; 2024Q4: 42,608 shares; 2025Q1: 35,885 shares; 2025Q2: 61,991 shares; 2025Q3: 61,280 shares; 2025Q4: 52,376 shares; 2026Q1: 39,785 shares; 2026Q2: 67,674 shares 67,674$2.61M0.08%+27,889Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877 shares; 2024Q4: 3,655 shares; 2025Q1: 55,553 shares; 2025Q2: 46,872 shares; 2025Q3: 5,838 shares; 2025Q4: 5,790 shares; 2026Q1: 24,561 shares; 2026Q2: 28,622 shares 28,622$2.59M0.08%+4,061Timeline
PBDEPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,094 shares; 2026Q1: 85,622 shares; 2026Q2: 83,448 shares 83,448$2.58M0.08%-2,174Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,474 shares; 2024Q4: 28,082 shares; 2025Q1: 28,842 shares; 2025Q2: 32,525 shares; 2025Q3: 34,571 shares; 2025Q4: 35,225 shares; 2026Q1: 37,070 shares; 2026Q2: 35,673 shares 35,673$2.58M0.08%-1,397Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,797 shares; 2024Q4: 164,117 shares; 2025Q1: 196,487 shares; 2025Q2: 235,421 shares; 2025Q3: 242,192 shares; 2025Q4: 153,284 shares; 2026Q1: 153,694 shares; 2026Q2: 126,560 shares 126,560$2.58M0.08%-27,134Timeline
DECWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 89,656 shares; 2025Q1: 83,554 shares; 2025Q2: 58,581 shares; 2025Q3: 43,844 shares; 2025Q4: 84,030 shares; 2026Q1: 74,128 shares; 2026Q2: 72,279 shares 72,279$2.58M0.08%-1,849Timeline
USEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,272 shares; 2024Q4: 32,268 shares; 2025Q1: 27,144 shares; 2025Q2: 22,804 shares; 2025Q3: 85,345 shares; 2025Q4: 80,628 shares; 2026Q1: 80,478 shares; 2026Q2: 62,273 shares 62,273$2.57M0.08%-18,205Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,896 shares; 2024Q4: 53,762 shares; 2025Q1: 64,110 shares; 2025Q2: 58,031 shares; 2025Q3: 23,339 shares; 2025Q4: 25,970 shares; 2026Q1: 26,505 shares; 2026Q2: 33,012 shares 33,012$2.57M0.08%+6,507Timeline
UNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,462 shares; 2024Q4: 33,467 shares; 2025Q1: 29,728 shares; 2025Q2: 19,629 shares; 2025Q3: 17,461 shares; 2025Q4: 63,725 shares; 2026Q1: 63,716 shares; 2026Q2: 62,970 shares 62,970$2.53M0.08%-746Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,851 shares; 2024Q4: 35,863 shares; 2025Q1: 40,276 shares; 2025Q2: 42,458 shares; 2025Q3: 31,907 shares; 2025Q4: 24,898 shares; 2026Q1: 23,627 shares; 2026Q2: 22,901 shares 22,901$2.53M0.08%-726Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 67,157 shares; 2025Q1: 70,686 shares; 2025Q2: 44,976 shares; 2025Q3: 20,620 shares; 2025Q4: 19,880 shares; 2026Q1: 19,968 shares; 2026Q2: 17,026 shares 17,026$2.5M0.08%-2,942Timeline
SEPWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,515 shares; 2025Q1: 30,463 shares; 2025Q2: 25,207 shares; 2025Q3: 102,268 shares; 2025Q4: 96,923 shares; 2026Q1: 96,835 shares; 2026Q2: 74,772 shares 74,772$2.5M0.08%-22,063Timeline
PBSEPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,827 shares; 2025Q4: 105,058 shares; 2026Q1: 104,869 shares; 2026Q2: 80,872 shares 80,872$2.5M0.08%-23,997Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,309 shares; 2024Q4: 2,735 shares; 2025Q1: 4,761 shares; 2025Q2: 20,745 shares; 2025Q3: 21,520 shares; 2025Q4: 25,816 shares; 2026Q1: 30,457 shares; 2026Q2: 28,641 shares 28,641$2.49M0.08%-1,816Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,714 shares; 2024Q4: 43,504 shares; 2025Q1: 40,600 shares; 2025Q2: 25,043 shares; 2025Q3: 22,027 shares; 2025Q4: 20,775 shares; 2026Q1: 20,151 shares; 2026Q2: 19,212 shares 19,212$2.47M0.07%-939Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,855 shares; 2024Q4: 70,448 shares; 2025Q1: 73,819 shares; 2025Q2: 51,409 shares; 2025Q3: 47,886 shares; 2025Q4: 44,499 shares; 2026Q1: 40,625 shares; 2026Q2: 43,312 shares 43,312$2.47M0.07%+2,687Timeline
JUNWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,470 shares; 2025Q1: 26,920 shares; 2025Q2: 55,959 shares; 2025Q3: 55,421 shares; 2025Q4: 51,964 shares; 2026Q1: 38,001 shares; 2026Q2: 69,837 shares 69,837$2.4M0.07%+31,836Timeline
PBJNPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,425 shares; 2025Q3: 61,818 shares; 2025Q4: 58,005 shares; 2026Q1: 42,375 shares; 2026Q2: 77,824 shares 77,824$2.4M0.07%+35,449Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,249 shares; 2024Q4: 17,446 shares; 2025Q1: 17,516 shares; 2025Q2: 12,888 shares; 2025Q3: 43,288 shares; 2025Q4: 12,935 shares; 2026Q1: 12,835 shares; 2026Q2: 13,253 shares 13,253$2.4M0.07%+418Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,849 shares; 2024Q4: 107,369 shares; 2025Q1: 106,798 shares; 2025Q2: 88,939 shares; 2025Q3: 89,645 shares; 2025Q4: 61,927 shares; 2026Q1: 59,085 shares; 2026Q2: 59,199 shares 59,199$2.38M0.07%+114Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,222 shares; 2024Q4: 64,081 shares; 2025Q1: 25,116 shares; 2025Q2: 17,876 shares; 2025Q3: 18,240 shares; 2025Q4: 19,047 shares; 2026Q1: 19,765 shares; 2026Q2: 20,279 shares 20,279$2.38M0.07%+514Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,816 shares; 2025Q1: 16,512 shares; 2025Q2: 9,533 shares; 2025Q3: 10,775 shares; 2025Q4: 705 shares; 2026Q1: 666 shares; 2026Q2: 4,548 shares 4,548$2.36M0.07%+3,882Timeline
FTCBFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,634 shares; 2025Q2: 105,586 shares; 2025Q3: 119,959 shares; 2025Q4: 119,289 shares; 2026Q1: 124,134 shares; 2026Q2: 112,996 shares 112,996$2.36M0.07%-11,138Timeline
PMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,724 shares; 2024Q4: 23,561 shares; 2025Q1: 54,475 shares; 2025Q2: 51,966 shares; 2025Q3: 51,162 shares; 2025Q4: 50,382 shares; 2026Q1: 50,535 shares; 2026Q2: 49,024 shares 49,024$2.34M0.07%-1,511Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,407 shares; 2024Q4: 7,113 shares; 2025Q1: 7,729 shares; 2025Q2: 7,539 shares; 2025Q3: 7,298 shares; 2025Q4: 7,265 shares; 2026Q1: 8,050 shares; 2026Q2: 8,174 shares 8,174$2.33M0.07%+124Timeline
NVBWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,296 shares; 2025Q1: 33,370 shares; 2025Q2: 22,058 shares; 2025Q3: 19,635 shares; 2025Q4: 66,141 shares; 2026Q1: 66,079 shares; 2026Q2: 65,228 shares 65,228$2.32M0.07%-851Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,501 shares; 2024Q4: 21,063 shares; 2025Q1: 19,460 shares; 2025Q2: 16,844 shares; 2025Q3: 15,661 shares; 2025Q4: 16,390 shares; 2026Q1: 18,911 shares; 2026Q2: 18,666 shares 18,666$2.32M0.07%-245Timeline
PBNVPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,317 shares; 2026Q1: 75,257 shares; 2026Q2: 74,584 shares 74,584$2.31M0.07%-673Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,451 shares; 2024Q4: 13,936 shares; 2025Q1: 7,583 shares; 2025Q2: 4,577 shares; 2025Q3: 4,844 shares; 2025Q4: 4,354 shares; 2026Q1: 4,579 shares; 2026Q2: 4,401 shares 4,401$2.3M0.07%-178Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,905 shares; 2024Q4: 27,009 shares; 2025Q1: 26,920 shares; 2025Q2: 25,775 shares; 2025Q3: 27,055 shares; 2025Q4: 28,001 shares; 2026Q1: 28,118 shares; 2026Q2: 28,944 shares 28,944$2.29M0.07%+826Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,299 shares; 2024Q4: 123,103 shares; 2025Q1: 112,923 shares; 2025Q2: 106,496 shares; 2025Q3: 104,055 shares; 2025Q4: 104,560 shares; 2026Q1: 100,981 shares; 2026Q2: 91,879 shares 91,879$2.27M0.07%-9,102Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,408 shares; 2024Q4: 8,792 shares; 2025Q1: 90 shares; 2025Q2: 5,792 shares; 2025Q3: 3,651 shares; 2025Q4: 3,327 shares; 2026Q1: 3,289 shares; 2026Q2: 2,699 shares 2,699$2.27M0.07%-590Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,973 shares; 2024Q4: 10,980 shares; 2025Q1: 8,027 shares; 2025Q2: 17,851 shares; 2025Q3: 18,781 shares; 2025Q4: 18,236 shares; 2026Q1: 18,652 shares; 2026Q2: 16,007 shares 16,007$2.24M0.07%-2,645Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,034 shares; 2024Q4: 27,235 shares; 2025Q1: 28,780 shares; 2025Q2: 24,640 shares; 2025Q3: 27,253 shares; 2025Q4: 26,806 shares; 2026Q1: 28,527 shares; 2026Q2: 29,359 shares 29,359$2.23M0.07%+832Timeline
UMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,110 shares; 2024Q4: 17,285 shares; 2025Q1: 8,126 shares; 2025Q2: 50,538 shares; 2025Q3: 43,733 shares; 2025Q4: 30,576 shares; 2026Q1: 25,865 shares; 2026Q2: 57,662 shares 57,662$2.19M0.07%+31,797Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,815 shares; 2024Q4: 5,275 shares; 2025Q1: 5,805 shares; 2025Q2: 21,619 shares; 2025Q3: 19,913 shares; 2025Q4: 16,909 shares; 2026Q1: 18,361 shares; 2026Q2: 19,439 shares 19,439$2.18M0.07%+1,078Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,111 shares; 2025Q2: 24,772 shares; 2025Q3: 27,143 shares; 2025Q4: 30,699 shares; 2026Q1: 36,133 shares; 2026Q2: 43,020 shares 43,020$2.17M0.07%+6,887Timeline
INFLLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,800 shares; 2024Q4: 48,617 shares; 2025Q1: 45,734 shares; 2025Q2: 44,985 shares; 2025Q3: 44,622 shares; 2025Q4: 45,216 shares; 2026Q1: 43,224 shares; 2026Q2: 43,294 shares 43,294$2.16M0.07%+70Timeline
BJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,950 shares; 2024Q4: 25,067 shares; 2025Q1: 32,384 shares; 2025Q2: 32,387 shares; 2025Q3: 41,981 shares; 2025Q4: 40,675 shares; 2026Q1: 40,887 shares; 2026Q2: 39,712 shares 39,712$2.16M0.07%-1,175Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43,717 shares; 2025Q1: 47,873 shares; 2025Q2: 46,762 shares; 2025Q3: 47,204 shares; 2025Q4: 48,723 shares; 2026Q1: 49,981 shares; 2026Q2: 50,534 shares 50,534$2.16M0.07%+553Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,352 shares; 2024Q4: 47,596 shares; 2025Q1: 49,230 shares; 2025Q2: 9,478 shares; 2025Q3: 15,084 shares; 2025Q4: 12,020 shares; 2026Q1: 16,728 shares; 2026Q2: 24,366 shares 24,366$2.14M0.06%+7,638Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 156,848 shares; 2025Q1: 140,320 shares; 2025Q2: 73,155 shares; 2025Q3: 66,234 shares; 2025Q4: 64,874 shares; 2026Q1: 45,673 shares; 2026Q2: 35,834 shares 35,834$2.14M0.06%-9,839Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,491 shares; 2024Q4: 18,683 shares; 2025Q1: 18,379 shares; 2025Q2: 34,856 shares; 2025Q3: 34,961 shares; 2025Q4: 34,891 shares; 2026Q1: 45,156 shares; 2026Q2: 43,395 shares 43,395$2.14M0.06%-1,761Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,741 shares; 2024Q4: 15,706 shares; 2025Q1: 14,938 shares; 2025Q2: 14,574 shares; 2025Q3: 14,579 shares; 2025Q4: 14,092 shares; 2026Q1: 14,038 shares; 2026Q2: 14,009 shares 14,009$2.13M0.06%-29Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,814 shares; 2024Q4: 33,106 shares; 2025Q1: 33,249 shares; 2025Q2: 33,377 shares; 2025Q3: 33,459 shares; 2025Q4: 30,699 shares; 2026Q1: 30,753 shares; 2026Q2: 27,846 shares 27,846$2.11M0.06%-2,907Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,766 shares; 2024Q4: 20,063 shares; 2025Q1: 19,738 shares; 2025Q2: 14,332 shares; 2025Q3: 8,886 shares; 2025Q4: 24,038 shares; 2026Q1: 20,688 shares; 2026Q2: 17,885 shares 17,885$2.1M0.06%-2,803Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,092 shares; 2024Q4: 10,411 shares; 2025Q1: 9,071 shares; 2025Q2: 9,040 shares; 2025Q3: 9,896 shares; 2025Q4: 9,010 shares; 2026Q1: 9,645 shares; 2026Q2: 9,662 shares 9,662$2.09M0.06%+17Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,105 shares; 2024Q4: 7,283 shares; 2025Q1: 6,998 shares; 2025Q2: 7,521 shares; 2025Q3: 7,281 shares; 2025Q4: 6,354 shares; 2026Q1: 6,414 shares; 2026Q2: 6,099 shares 6,099$2.09M0.06%-315Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,478 shares; 2024Q4: 4,589 shares; 2025Q1: 4,745 shares; 2025Q2: 5,846 shares; 2025Q3: 6,364 shares; 2025Q4: 6,787 shares; 2026Q1: 5,900 shares; 2026Q2: 5,613 shares 5,613$2.05M0.06%-287Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,327 shares; 2024Q4: 28,817 shares; 2025Q1: 29,056 shares; 2025Q2: 19,021 shares; 2025Q3: 22,816 shares; 2025Q4: 19,588 shares; 2026Q1: 20,070 shares; 2026Q2: 28,416 shares 28,416$2.04M0.06%+8,346Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,632 shares; 2024Q4: 30,801 shares; 2025Q1: 40,602 shares; 2025Q2: 26,163 shares; 2025Q3: 27,031 shares; 2025Q4: 27,194 shares; 2026Q1: 29,495 shares; 2026Q2: 28,554 shares 28,554$2.03M0.06%-941Timeline
WCMIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,874 shares; 2026Q2: 103,096 shares 103,096$2.02M0.06%+2,222Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,772 shares; 2024Q4: 6,189 shares; 2025Q1: 7,159 shares; 2025Q2: 7,035 shares; 2025Q3: 16,419 shares; 2025Q4: 13,864 shares; 2026Q1: 7,281 shares; 2026Q2: 8,024 shares 8,024$1.99M0.06%+743Timeline
PBMYPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,283 shares; 2025Q3: 46,094 shares; 2025Q4: 30,258 shares; 2026Q1: 24,546 shares; 2026Q2: 63,714 shares 63,714$1.99M0.06%+39,168Timeline
MAYWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,662 shares; 2025Q1: 7,666 shares; 2025Q2: 48,578 shares; 2025Q3: 41,263 shares; 2025Q4: 27,077 shares; 2026Q1: 21,977 shares; 2026Q2: 56,960 shares 56,960$1.98M0.06%+34,983Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,661 shares; 2024Q4: 17,138 shares; 2025Q1: 15,924 shares; 2025Q2: 14,376 shares; 2025Q3: 14,580 shares; 2025Q4: 14,354 shares; 2026Q1: 14,329 shares; 2026Q2: 13,849 shares 13,849$1.97M0.06%-480Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,377 shares; 2024Q4: 9,713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,787 shares; 2025Q4: 10,468 shares; 2026Q1: 11,275 shares; 2026Q2: 10,351 shares 10,351$1.96M0.06%-924Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,604 shares; 2024Q4: 12,626 shares; 2025Q1: 12,486 shares; 2025Q2: 6,024 shares; 2025Q3: 1,789 shares; 2025Q4: 5,753 shares; 2026Q1: 5,670 shares; 2026Q2: 6,866 shares 6,866$1.94M0.06%+1,196Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,142 shares; 2024Q4: 24,618 shares; 2025Q1: 26,970 shares; 2025Q2: 33,033 shares; 2025Q3: 34,909 shares; 2025Q4: 38,130 shares; 2026Q1: 36,898 shares; 2026Q2: 39,943 shares 39,943$1.93M0.06%+3,045Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,447 shares; 2024Q4: 11,658 shares; 2025Q1: 12,668 shares; 2025Q2: 8,754 shares; 2025Q3: 8,386 shares; 2025Q4: 8,786 shares; 2026Q1: 8,456 shares; 2026Q2: 9,096 shares 9,096$1.9M0.06%+640Timeline
ACMRACM RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,434 shares; 2025Q3: 16,581 shares; 2025Q4: 16,599 shares; 2026Q1: 16,296 shares; 2026Q2: 14,664 shares 14,664$1.86M0.06%-1,632Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,424 shares; 2024Q4: 36,091 shares; 2025Q1: 35,256 shares; 2025Q2: 27,363 shares; 2025Q3: 23,771 shares; 2025Q4: 19,966 shares; 2026Q1: 23,211 shares; 2026Q2: 18,196 shares 18,196$1.86M0.06%-5,015Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,037 shares; 2024Q4: 4,190 shares; 2025Q1: 554 shares; 2025Q2: 66 shares; 2025Q3: 3,093 shares; 2025Q4: 3,103 shares; 2026Q1: 54 shares; 2026Q2: 3,297 shares 3,297$1.85M0.06%+3,243Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,034 shares; 2024Q4: 19,215 shares; 2025Q1: 18,540 shares; 2025Q2: 8,883 shares; 2025Q3: 32,381 shares; 2025Q4: 11,427 shares; 2026Q1: 11,567 shares; 2026Q2: 12,550 shares 12,550$1.84M0.06%+983Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,465 shares; 2025Q1: 2,057 shares; 2025Q2: 6,014 shares; 2025Q3: 3,084 shares; 2025Q4: 6,819 shares; 2026Q1: 3,694 shares; 2026Q2: 8,188 shares 8,188$1.83M0.06%+4,494Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,177 shares; 2024Q4: 2,188 shares; 2025Q1: 2,227 shares; 2025Q2: 1,761 shares; 2025Q3: 1,807 shares; 2025Q4: 1,874 shares; 2026Q1: 1,761 shares; 2026Q2: 1,612 shares 1,612$1.83M0.06%-149Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,789 shares; 2024Q4: 27,815 shares; 2025Q1: 26,770 shares; 2025Q2: 55,594 shares; 2025Q3: 20,644 shares; 2025Q4: 20,137 shares; 2026Q1: 20,128 shares; 2026Q2: 18,647 shares 18,647$1.8M0.05%-1,481Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,445 shares; 2024Q4: 29,109 shares; 2025Q1: 29,282 shares; 2025Q2: 27,155 shares; 2025Q3: 27,283 shares; 2025Q4: 25,806 shares; 2026Q1: 25,857 shares; 2026Q2: 25,756 shares 25,756$1.79M0.05%-101Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,320 shares; 2024Q4: 3,561 shares; 2025Q1: 7,815 shares; 2025Q2: 6,112 shares; 2025Q3: 6,016 shares; 2025Q4: 19,461 shares; 2026Q1: 5,586 shares; 2026Q2: 5,286 shares 5,286$1.79M0.05%-300Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,616 shares; 2024Q4: 6,323 shares; 2025Q1: 6,066 shares; 2025Q2: 5,803 shares; 2025Q3: 5,830 shares; 2025Q4: 5,984 shares; 2026Q1: 5,745 shares; 2026Q2: 22,182 shares 22,182$1.79M0.05%+16,437Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,220 shares; 2024Q4: 29,103 shares; 2025Q1: 30,627 shares; 2025Q2: 47,706 shares; 2025Q3: 50,452 shares; 2025Q4: 49,780 shares; 2026Q1: 48,704 shares; 2026Q2: 43,676 shares 43,676$1.78M0.05%-5,028Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,953 shares; 2024Q4: 13,426 shares; 2025Q1: 13,761 shares; 2025Q2: 12,470 shares; 2025Q3: 12,101 shares; 2025Q4: 12,401 shares; 2026Q1: 18,355 shares; 2026Q2: 18,393 shares 18,393$1.76M0.05%+38Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,401 shares; 2024Q4: 11,971 shares; 2025Q1: 13,937 shares; 2025Q2: 10,832 shares; 2025Q3: 11,748 shares; 2025Q4: 11,069 shares; 2026Q1: 11,467 shares; 2026Q2: 11,011 shares 11,011$1.74M0.05%-456Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,182 shares; 2024Q4: 2,562 shares; 2025Q1: 4,452 shares; 2025Q2: 5,212 shares; 2025Q3: 5,301 shares; 2025Q4: 5,353 shares; 2026Q1: 5,459 shares; 2026Q2: 5,742 shares 5,742$1.74M0.05%+283Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 5,686 shares; 2025Q3: 1,185 shares; 2025Q4: 30,260 shares; 2026Q1: 33,301 shares; 2026Q2: 34,228 shares 34,228$1.73M0.05%+927Timeline
BMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,418 shares; 2024Q4: 28,737 shares; 2025Q1: 37,959 shares; 2025Q2: 34,886 shares; 2025Q3: 33,618 shares; 2025Q4: 32,326 shares; 2026Q1: 32,326 shares; 2026Q2: 29,928 shares 29,928$1.72M0.05%-2,398Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669 shares; 2024Q4: 43,103 shares; 2025Q1: 43,457 shares; 2025Q2: 25,625 shares; 2025Q3: 26,523 shares; 2025Q4: 26,448 shares; 2026Q1: 6,254 shares; 2026Q2: 30,984 shares 30,984$1.72M0.05%+24,730Timeline
CGMSCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,812 shares; 2025Q1: 13,833 shares; 2025Q2: 13,870 shares; 2025Q3: 14,614 shares; 2025Q4: 15,452 shares; 2026Q1: 59,592 shares; 2026Q2: 62,481 shares 62,481$1.71M0.05%+2,889Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 461 shares; 2025Q2: 16,771 shares; 2025Q3: 24,142 shares; 2025Q4: 36,460 shares; 2026Q1: 38,419 shares; 2026Q2: 38,817 shares 38,817$1.67M0.05%+398Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,261 shares; 2024Q4: 1,961 shares; 2025Q1: 1,261 shares; 2025Q2: 2,157 shares; 2025Q3: 2,822 shares; 2025Q4: 14,398 shares; 2026Q1: 16,826 shares; 2026Q2: 17,040 shares 17,040$1.67M0.05%+214Timeline
MMITNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,459 shares; 2026Q1: 66,397 shares; 2026Q2: 68,489 shares 68,489$1.67M0.05%+2,092Timeline
FLNGFLEX LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,453 shares; 2024Q4: 33,365 shares; 2025Q1: 54,052 shares; 2025Q2: 61,114 shares; 2025Q3: 61,776 shares; 2025Q4: 56,387 shares; 2026Q1: 58,598 shares; 2026Q2: 59,108 shares 59,108$1.66M0.05%+510Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,539 shares; 2024Q4: 16,656 shares; 2025Q1: 16,338 shares; 2025Q2: 13,993 shares; 2025Q3: 13,688 shares; 2025Q4: 15,342 shares; 2026Q1: 15,165 shares; 2026Q2: 13,886 shares 13,886$1.63M0.05%-1,279Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,464 shares; 2024Q4: 41,077 shares; 2025Q1: 10,930 shares; 2025Q2: 5,559 shares; 2025Q3: 5,435 shares; 2025Q4: 5,761 shares; 2026Q1: 5,466 shares; 2026Q2: 5,339 shares 5,339$1.62M0.05%-127Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,025 shares; 2024Q4: 11,789 shares; 2025Q1: 12,826 shares; 2025Q2: 6,979 shares; 2025Q3: 7,300 shares; 2025Q4: 6,427 shares; 2026Q1: 6,292 shares; 2026Q2: 5,977 shares 5,977$1.62M0.05%-315Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,708 shares; 2024Q4: 47,136 shares; 2025Q1: 48,242 shares; 2025Q2: 39,141 shares; 2025Q3: 37,597 shares; 2025Q4: 33,188 shares; 2026Q1: 31,549 shares; 2026Q2: 33,475 shares 33,475$1.61M0.05%+1,926Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,653 shares; 2024Q4: 23,301 shares; 2025Q1: 28,432 shares; 2025Q2: 18,315 shares; 2025Q3: 24,061 shares; 2025Q4: 22,680 shares; 2026Q1: 19,298 shares; 2026Q2: 21,339 shares 21,339$1.61M0.05%+2,041Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,638 shares; 2024Q4: 102,958 shares; 2025Q1: 105,239 shares; 2025Q2: 62,849 shares; 2025Q3: 63,778 shares; 2025Q4: 62,239 shares; 2026Q1: 78,689 shares; 2026Q2: 83,583 shares 83,583$1.6M0.05%+4,894Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,505 shares; 2024Q4: 5,252 shares; 2025Q1: 18,345 shares; 2025Q2: 3,294 shares; 2025Q3: 3,400 shares; 2025Q4: 4,444 shares; 2026Q1: 4,684 shares; 2026Q2: 4,384 shares 4,384$1.59M0.05%-300Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 62 shares; 2026Q2: 5,214 shares 5,214$1.58M0.05%+5,152Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,792 shares; 2024Q4: 68,975 shares; 2025Q1: 66,015 shares; 2025Q2: 49,492 shares; 2025Q3: 51,486 shares; 2025Q4: 51,570 shares; 2026Q1: 66,935 shares; 2026Q2: 69,164 shares 69,164$1.58M0.05%+2,229Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,724 shares; 2024Q4: 24,840 shares; 2025Q1: 23,411 shares; 2025Q2: 16,823 shares; 2025Q3: 19,423 shares; 2025Q4: 19,563 shares; 2026Q1: 22,793 shares; 2026Q2: 22,944 shares 22,944$1.57M0.05%+151Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,590 shares; 2025Q4: 7,090 shares; 2026Q1: 66,140 shares; 2026Q2: 56,449 shares 56,449$1.56M0.05%-9,691Timeline
BMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,151 shares; 2024Q4: 15,149 shares; 2025Q1: 15,150 shares; 2025Q2: 32,498 shares; 2025Q3: 32,313 shares; 2025Q4: 32,478 shares; 2026Q1: 32,483 shares; 2026Q2: 32,925 shares 32,925$1.56M0.05%+442Timeline
FEGERBB FUND TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,935 shares; 2026Q1: 31,575 shares; 2026Q2: 31,575 shares 31,575$1.54M0.05%0Timeline
BFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,065 shares; 2024Q4: 2,065 shares; 2025Q1: 16,225 shares; 2025Q2: 14,775 shares; 2025Q3: 14,656 shares; 2025Q4: 14,654 shares; 2026Q1: 28,450 shares; 2026Q2: 28,958 shares 28,958$1.52M0.05%+508Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 182 shares; 2025Q2: not reported; 2025Q3: 2,941 shares; 2025Q4: 2,744 shares; 2026Q1: 2,722 shares; 2026Q2: 1,895 shares 1,895$1.51M0.05%-827Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,436 shares; 2024Q4: 28,740 shares; 2025Q1: 29,550 shares; 2025Q2: 12,116 shares; 2025Q3: 21,885 shares; 2025Q4: 15,797 shares; 2026Q1: 15,949 shares; 2026Q2: 15,003 shares 15,003$1.51M0.05%-946Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,830 shares; 2024Q4: 38,053 shares; 2025Q1: 39,392 shares; 2025Q2: 25,899 shares; 2025Q3: 23,091 shares; 2025Q4: 22,389 shares; 2026Q1: 20,861 shares; 2026Q2: 18,501 shares 18,501$1.5M0.05%-2,360Timeline
UAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,203 shares; 2024Q4: 63,072 shares; 2025Q1: 56,359 shares; 2025Q2: 125,836 shares; 2025Q3: 71,583 shares; 2025Q4: 53,877 shares; 2026Q1: 31,916 shares; 2026Q2: 42,667 shares 42,667$1.5M0.05%+10,751Timeline
PNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,455 shares; 2024Q4: 28,783 shares; 2025Q1: 28,779 shares; 2025Q2: 28,779 shares; 2025Q3: 28,779 shares; 2025Q4: 34,411 shares; 2026Q1: 34,411 shares; 2026Q2: 33,731 shares 33,731$1.5M0.05%-680Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,320 shares; 2024Q4: 3,614 shares; 2025Q1: 3,542 shares; 2025Q2: 3,155 shares; 2025Q3: 28,635 shares; 2025Q4: 3,643 shares; 2026Q1: 5,169 shares; 2026Q2: 4,853 shares 4,853$1.49M0.04%-316Timeline
UAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,459 shares; 2024Q4: 17,430 shares; 2025Q1: 13,175 shares; 2025Q2: 8,831 shares; 2025Q3: 58,542 shares; 2025Q4: 60,144 shares; 2026Q1: 60,341 shares; 2026Q2: 35,059 shares 35,059$1.48M0.04%-25,282Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 521 shares; 2025Q1: 321 shares; 2025Q2: 569 shares; 2025Q3: 575 shares; 2025Q4: 45,950 shares; 2026Q1: 6,157 shares; 2026Q2: 8,438 shares 8,438$1.47M0.04%+2,281Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,212 shares; 2024Q4: 74,475 shares; 2025Q1: 74,747 shares; 2025Q2: 63,751 shares; 2025Q3: 61,830 shares; 2025Q4: 72,621 shares; 2026Q1: 72,393 shares; 2026Q2: 79,181 shares 79,181$1.47M0.04%+6,788Timeline
PBAUPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,492 shares; 2025Q4: 79,574 shares; 2026Q1: 79,843 shares; 2026Q2: 46,407 shares 46,407$1.46M0.04%-33,436Timeline
QTUMETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 1,964 shares; 2025Q1: 2,335 shares; 2025Q2: 982 shares; 2025Q3: 1,043 shares; 2025Q4: 1,711 shares; 2026Q1: 1,755 shares; 2026Q2: 8,815 shares 8,815$1.46M0.04%+7,060Timeline
DJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,951 shares; 2024Q4: 56,106 shares; 2025Q1: 48,691 shares; 2025Q2: 43,583 shares; 2025Q3: 37,966 shares; 2025Q4: 37,966 shares; 2026Q1: 36,966 shares; 2026Q2: 29,040 shares 29,040$1.46M0.04%-7,926Timeline
AUGWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,476 shares; 2025Q1: 13,460 shares; 2025Q2: 8,064 shares; 2025Q3: 71,267 shares; 2025Q4: 73,220 shares; 2026Q1: 73,590 shares; 2026Q2: 42,492 shares 42,492$1.45M0.04%-31,098Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,341 shares; 2024Q4: 2,341 shares; 2025Q1: 2,393 shares; 2025Q2: 5,172 shares; 2025Q3: 13,112 shares; 2025Q4: 25,348 shares; 2026Q1: 28,326 shares; 2026Q2: 27,848 shares 27,848$1.44M0.04%-478Timeline
BAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,405 shares; 2024Q4: 30,405 shares; 2025Q1: 28,400 shares; 2025Q2: 29,904 shares; 2025Q3: 27,192 shares; 2025Q4: 26,834 shares; 2026Q1: 26,773 shares; 2026Q2: 26,648 shares 26,648$1.42M0.04%-125Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,782 shares; 2024Q4: 79,376 shares; 2025Q1: 83,361 shares; 2025Q2: 70,194 shares; 2025Q3: 78,707 shares; 2025Q4: 86,158 shares; 2026Q1: 78,120 shares; 2026Q2: 77,238 shares 77,238$1.38M0.04%-882Timeline
GARPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,093 shares; 2024Q4: 8,602 shares; 2025Q1: 9,111 shares; 2025Q2: 11,750 shares; 2025Q3: 11,563 shares; 2025Q4: 11,816 shares; 2026Q1: 18,599 shares; 2026Q2: 16,699 shares 16,699$1.38M0.04%-1,900Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,265 shares; 2024Q4: 6,471 shares; 2025Q1: 4,798 shares; 2025Q2: 5,053 shares; 2025Q3: 5,333 shares; 2025Q4: 5,495 shares; 2026Q1: 5,600 shares; 2026Q2: 8,087 shares 8,087$1.38M0.04%+2,487Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,452 shares; 2024Q4: 1,967 shares; 2025Q1: 276 shares; 2025Q2: 216 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 668 shares; 2026Q2: 5,934 shares 5,934$1.36M0.04%+5,266Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,484 shares; 2025Q1: 1,661 shares; 2025Q2: 1,394 shares; 2025Q3: 1,418 shares; 2025Q4: 1,513 shares; 2026Q1: 1,392 shares; 2026Q2: 1,414 shares 1,414$1.36M0.04%+22Timeline
PFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,615 shares; 2024Q4: 13,615 shares; 2025Q1: 14,957 shares; 2025Q2: 13,702 shares; 2025Q3: 13,561 shares; 2025Q4: 13,561 shares; 2026Q1: 31,043 shares; 2026Q2: 31,165 shares 31,165$1.34M0.04%+122Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,774 shares; 2024Q4: 6,817 shares; 2025Q1: 6,671 shares; 2025Q2: 6,687 shares; 2025Q3: 6,698 shares; 2025Q4: 7,177 shares; 2026Q1: 7,208 shares; 2026Q2: 14,912 shares 14,912$1.34M0.04%+7,704Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,049 shares; 2024Q4: 15,090 shares; 2025Q1: 16,003 shares; 2025Q2: 12,399 shares; 2025Q3: 11,827 shares; 2025Q4: 12,139 shares; 2026Q1: 13,676 shares; 2026Q2: 15,207 shares 15,207$1.32M0.04%+1,531Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,659 shares; 2024Q4: 5,353 shares; 2025Q1: 6,102 shares; 2025Q2: 3,046 shares; 2025Q3: 3,916 shares; 2025Q4: 3,417 shares; 2026Q1: 3,618 shares; 2026Q2: 3,829 shares 3,829$1.32M0.04%+211Timeline
UMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,249 shares; 2024Q4: 27,954 shares; 2025Q1: 90,914 shares; 2025Q2: 65,191 shares; 2025Q3: 53,943 shares; 2025Q4: 41,601 shares; 2026Q1: 35,296 shares; 2026Q2: 30,959 shares 30,959$1.31M0.04%-4,337Timeline
BXSLBLACKSTONE SECD LENDING FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 1,467 shares; 2025Q3: 79,948 shares; 2025Q4: 80,434 shares; 2026Q1: 70,827 shares; 2026Q2: 54,621 shares 54,621$1.3M0.04%-16,206Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,584 shares; 2025Q1: 13,596 shares; 2025Q2: 19,404 shares; 2025Q3: 21,927 shares; 2025Q4: 23,401 shares; 2026Q1: 24,799 shares; 2026Q2: 28,730 shares 28,730$1.29M0.04%+3,931Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,842 shares; 2024Q4: 5,757 shares; 2025Q1: 20,973 shares; 2025Q2: 20,700 shares; 2025Q3: 22,040 shares; 2025Q4: 22,541 shares; 2026Q1: 20,865 shares; 2026Q2: 20,108 shares 20,108$1.23M0.04%-757Timeline
PAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,947 shares; 2024Q4: 31,951 shares; 2025Q1: 31,947 shares; 2025Q2: 32,307 shares; 2025Q3: 29,867 shares; 2025Q4: 29,390 shares; 2026Q1: 29,321 shares; 2026Q2: 29,166 shares 29,166$1.23M0.04%-155Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,048 shares; 2024Q4: 61,923 shares; 2025Q1: 12,506 shares; 2025Q2: 9,336 shares; 2025Q3: 10,248 shares; 2025Q4: 11,794 shares; 2026Q1: 10,222 shares; 2026Q2: 10,260 shares 10,260$1.22M0.04%+38Timeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,900 shares; 2024Q4: 19,794 shares; 2025Q1: 20,192 shares; 2025Q2: 19,794 shares; 2025Q3: 19,794 shares; 2025Q4: 19,794 shares; 2026Q1: 19,794 shares; 2026Q2: 19,794 shares 19,794$1.21M0.04%0Timeline
MARWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,532 shares; 2025Q1: 101,543 shares; 2025Q2: 72,409 shares; 2025Q3: 59,757 shares; 2025Q4: 45,470 shares; 2026Q1: 38,445 shares; 2026Q2: 33,401 shares 33,401$1.21M0.04%-5,044Timeline
PBMRPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,146 shares; 2026Q2: 37,553 shares 37,553$1.21M0.04%-5,593Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,892 shares; 2024Q4: 5,609 shares; 2025Q1: 6,574 shares; 2025Q2: 6,003 shares; 2025Q3: 7,070 shares; 2025Q4: 7,062 shares; 2026Q1: 7,038 shares; 2026Q2: 5,905 shares 5,905$1.18M0.04%-1,133Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,413 shares; 2024Q4: 32,569 shares; 2025Q1: 31,989 shares; 2025Q2: 27,933 shares; 2025Q3: 12,606 shares; 2025Q4: 21,800 shares; 2026Q1: 21,313 shares; 2026Q2: 12,303 shares 12,303$1.18M0.04%-9,010Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,282 shares; 2024Q4: 30,944 shares; 2025Q1: 31,591 shares; 2025Q2: 30,411 shares; 2025Q3: 30,798 shares; 2025Q4: 29,208 shares; 2026Q1: 26,926 shares; 2026Q2: 26,989 shares 26,989$1.18M0.04%+63Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,295 shares; 2024Q4: 89,650 shares; 2025Q1: 137,589 shares; 2025Q2: 58,346 shares; 2025Q3: 67,229 shares; 2025Q4: 65,102 shares; 2026Q1: 62,718 shares; 2026Q2: 12,539 shares 12,539$1.16M0.03%-50,179Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: 4,595 shares; 2025Q1: 3,395 shares; 2025Q2: 10,490 shares; 2025Q3: 10,484 shares; 2025Q4: 9,920 shares; 2026Q1: 38,519 shares; 2026Q2: 11,349 shares 11,349$1.16M0.03%-27,170Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 1,047 shares; 2025Q1: 2,356 shares; 2025Q2: 20,200 shares; 2025Q3: 13,199 shares; 2025Q4: 12,552 shares; 2026Q1: 15,310 shares; 2026Q2: 12,298 shares 12,298$1.15M0.03%-3,012Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,218 shares; 2024Q4: 5,169 shares; 2025Q1: 3,424 shares; 2025Q2: 2,901 shares; 2025Q3: 3,001 shares; 2025Q4: 2,832 shares; 2026Q1: 3,541 shares; 2026Q2: 4,030 shares 4,030$1.14M0.03%+489Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,612 shares; 2024Q4: 10,210 shares; 2025Q1: 8,733 shares; 2025Q2: 7,626 shares; 2025Q3: 7,922 shares; 2025Q4: 11,044 shares; 2026Q1: 10,911 shares; 2026Q2: 10,606 shares 10,606$1.14M0.03%-305Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,248 shares; 2024Q4: 3,673 shares; 2025Q1: 3,634 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares; 2025Q4: 3,385 shares; 2026Q1: 3,297 shares; 2026Q2: 3,304 shares 3,304$1.14M0.03%+7Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,805 shares; 2025Q3: 14,805 shares; 2025Q4: 13,510 shares; 2026Q1: 13,510 shares; 2026Q2: 10,811 shares 10,811$1.13M0.03%-2,699Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,626 shares; 2025Q1: 21,729 shares; 2025Q2: 17,310 shares; 2025Q3: 20,461 shares; 2025Q4: 25,143 shares; 2026Q1: 31,054 shares; 2026Q2: 28,530 shares 28,530$1.13M0.03%-2,524Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,304 shares; 2024Q4: 3,275 shares; 2025Q1: 10,753 shares; 2025Q2: 2,855 shares; 2025Q3: 4,292 shares; 2025Q4: 3,267 shares; 2026Q1: 12,673 shares; 2026Q2: 10,183 shares 10,183$1.13M0.03%-2,490Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,330 shares; 2025Q2: 16,330 shares; 2025Q3: 16,330 shares; 2025Q4: 16,330 shares; 2026Q1: 16,330 shares; 2026Q2: 16,330 shares 16,330$1.12M0.03%0Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,879 shares; 2024Q4: 10,883 shares; 2025Q1: 11,371 shares; 2025Q2: 12,574 shares; 2025Q3: 13,091 shares; 2025Q4: 13,380 shares; 2026Q1: 13,459 shares; 2026Q2: 12,558 shares 12,558$1.11M0.03%-901Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,353 shares; 2024Q4: 13,858 shares; 2025Q1: 14,196 shares; 2025Q2: 13,720 shares; 2025Q3: 13,944 shares; 2025Q4: 14,205 shares; 2026Q1: 14,725 shares; 2026Q2: 14,944 shares 14,944$1.11M0.03%+219Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,429 shares; 2024Q4: 34,429 shares; 2025Q1: 25,428 shares; 2025Q2: 25,428 shares; 2025Q3: 25,428 shares; 2025Q4: 17,022 shares; 2026Q1: 16,308 shares; 2026Q2: 16,308 shares 16,308$1.1M0.03%0Timeline
BJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,208 shares; 2024Q4: 5,208 shares; 2025Q1: 16,739 shares; 2025Q2: 16,470 shares; 2025Q3: 16,409 shares; 2025Q4: 14,467 shares; 2026Q1: 18,841 shares; 2026Q2: 18,732 shares 18,732$1.1M0.03%-109Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,415 shares; 2025Q3: 12,011 shares; 2025Q4: 19,362 shares; 2026Q1: 22,424 shares; 2026Q2: 22,727 shares 22,727$1.1M0.03%+303Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,245 shares; 2025Q4: 18,915 shares; 2026Q1: 17,447 shares; 2026Q2: 18,449 shares 18,449$1.09M0.03%+1,002Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,700 shares; 2024Q4: 23,804 shares; 2025Q1: 22,927 shares; 2025Q2: 14,615 shares; 2025Q3: 14,334 shares; 2025Q4: 21,777 shares; 2026Q1: 22,799 shares; 2026Q2: 20,838 shares 20,838$1.09M0.03%-1,961Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,547 shares; 2024Q4: 16,870 shares; 2025Q1: 18,646 shares; 2025Q2: 10,623 shares; 2025Q3: 10,654 shares; 2025Q4: 11,326 shares; 2026Q1: 13,551 shares; 2026Q2: 10,444 shares 10,444$1.09M0.03%-3,107Timeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,100 shares; 2026Q2: 22,100 shares 22,100$1.08M0.03%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,055 shares; 2024Q4: 17,324 shares; 2025Q1: 23,844 shares; 2025Q2: 5,811 shares; 2025Q3: 6,232 shares; 2025Q4: 6,232 shares; 2026Q1: 6,541 shares; 2026Q2: 6,559 shares 6,559$1.08M0.03%+18Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,872 shares; 2024Q4: 9,743 shares; 2025Q1: 9,619 shares; 2025Q2: 7,603 shares; 2025Q3: 7,595 shares; 2025Q4: 7,774 shares; 2026Q1: 7,724 shares; 2026Q2: 7,454 shares 7,454$1.08M0.03%-270Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,080 shares; 2024Q4: 17,749 shares; 2025Q1: 2,503 shares; 2025Q2: 16,910 shares; 2025Q3: 20,586 shares; 2025Q4: 18,991 shares; 2026Q1: 1,612 shares; 2026Q2: 22,487 shares 22,487$1.07M0.03%+20,875Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,093 shares; 2024Q4: 18,325 shares; 2025Q1: 18,325 shares; 2025Q2: 18,433 shares; 2025Q3: 18,433 shares; 2025Q4: 18,434 shares; 2026Q1: 18,482 shares; 2026Q2: 18,483 shares 18,483$1.07M0.03%+1Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,058 shares; 2024Q4: 16,059 shares; 2025Q1: 16,100 shares; 2025Q2: 15,431 shares; 2025Q3: 15,131 shares; 2025Q4: 15,432 shares; 2026Q1: 15,434 shares; 2026Q2: 15,385 shares 15,385$1.06M0.03%-49Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 314 shares; 2026Q1: 18 shares; 2026Q2: 3,838 shares 3,838$1.06M0.03%+3,820Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,583 shares; 2025Q4: 7,248 shares; 2026Q1: 7,196 shares; 2026Q2: 21,137 shares 21,137$1.05M0.03%+13,941Timeline
FSMDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 20,438 shares; 2025Q3: 21,947 shares; 2025Q4: 22,299 shares; 2026Q1: 24,543 shares; 2026Q2: 19,868 shares 19,868$1.05M0.03%-4,675Timeline
OUSTOUSTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,324 shares; 2026Q1: 20,324 shares; 2026Q2: 16,763 shares 16,763$1.05M0.03%-3,561Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,987 shares; 2025Q3: 11,208 shares; 2025Q4: 11,506 shares; 2026Q1: 11,793 shares; 2026Q2: 19,799 shares 19,799$1.04M0.03%+8,006Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,635 shares; 2026Q1: 7,635 shares; 2026Q2: 5,363 shares 5,363$1M0.03%-2,272Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 2,816 shares; 2026Q1: 2,802 shares; 2026Q2: 1,977 shares 1,977$1000K0.03%-825Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,503 shares; 2024Q4: 22,904 shares; 2025Q1: 28,277 shares; 2025Q2: 20,452 shares; 2025Q3: 8,817 shares; 2025Q4: 9,873 shares; 2026Q1: 13,555 shares; 2026Q2: 13,597 shares 13,597$998K0.03%+42Timeline
PBAPPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,649 shares; 2025Q3: 59,939 shares; 2025Q4: 44,389 shares; 2026Q1: 19,780 shares; 2026Q2: 32,015 shares 32,015$993K0.03%+12,235Timeline
APRWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,549 shares; 2024Q4: 41,990 shares; 2025Q1: 35,821 shares; 2025Q2: 99,462 shares; 2025Q3: 49,742 shares; 2025Q4: 36,959 shares; 2026Q1: 16,417 shares; 2026Q2: 26,644 shares 26,644$990K0.03%+10,227Timeline
PMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,316 shares; 2024Q4: 11,314 shares; 2025Q1: 11,165 shares; 2025Q2: 25,105 shares; 2025Q3: 24,844 shares; 2025Q4: 24,440 shares; 2026Q1: 24,039 shares; 2026Q2: 23,950 shares 23,950$989K0.03%-89Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,317 shares; 2024Q4: 11,258 shares; 2025Q1: 11,701 shares; 2025Q2: 11,080 shares; 2025Q3: 11,137 shares; 2025Q4: 11,137 shares; 2026Q1: 10,878 shares; 2026Q2: 10,743 shares 10,743$986K0.03%-135Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,119 shares; 2025Q1: 19,317 shares; 2025Q2: 18,483 shares; 2025Q3: 18,706 shares; 2025Q4: 22,751 shares; 2026Q1: 21,706 shares; 2026Q2: 18,728 shares 18,728$980K0.03%-2,978Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 8,563 shares; 2025Q2: 2,557 shares; 2025Q3: 2,575 shares; 2025Q4: 2,482 shares; 2026Q1: 2,261 shares; 2026Q2: 2,352 shares 2,352$979K0.03%+91Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,972 shares; 2024Q4: 37,586 shares; 2025Q1: 51,245 shares; 2025Q2: 30,575 shares; 2025Q3: 30,587 shares; 2025Q4: 33,515 shares; 2026Q1: 33,216 shares; 2026Q2: 33,126 shares 33,126$975K0.03%-90Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,723 shares; 2024Q4: 18,504 shares; 2025Q1: 18,576 shares; 2025Q2: 11,298 shares; 2025Q3: 2,336 shares; 2025Q4: 1,955 shares; 2026Q1: 1,905 shares; 2026Q2: 1,953 shares 1,953$970K0.03%+48Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,714 shares; 2024Q4: 5,677 shares; 2025Q1: 8,877 shares; 2025Q2: 8,552 shares; 2025Q3: 9,285 shares; 2025Q4: 8,607 shares; 2026Q1: 8,489 shares; 2026Q2: 8,633 shares 8,633$970K0.03%+144Timeline
BOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,506 shares; 2024Q4: 17,038 shares; 2025Q1: 11,014 shares; 2025Q2: 6,627 shares; 2025Q3: 6,917 shares; 2025Q4: 18,241 shares; 2026Q1: 18,238 shares; 2026Q2: 18,240 shares 18,240$967K0.03%+2Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,342 shares; 2024Q4: 15,345 shares; 2025Q1: 31,353 shares; 2025Q2: 26,465 shares; 2025Q3: 26,352 shares; 2025Q4: 25,846 shares; 2026Q1: 35,656 shares; 2026Q2: 19,098 shares 19,098$967K0.03%-16,558Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063 shares; 2024Q4: 1,425 shares; 2025Q1: 1,324 shares; 2025Q2: 896 shares; 2025Q3: 121 shares; 2025Q4: 19 shares; 2026Q1: 826 shares; 2026Q2: 918 shares 918$957K0.03%+92Timeline
PDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,360 shares; 2024Q4: 19,310 shares; 2025Q1: 19,310 shares; 2025Q2: 19,310 shares; 2025Q3: 19,310 shares; 2025Q4: 21,622 shares; 2026Q1: 21,622 shares; 2026Q2: 20,849 shares 20,849$957K0.03%-773Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,406 shares; 2024Q4: 12,103 shares; 2025Q1: 10,119 shares; 2025Q2: 10,883 shares; 2025Q3: 10,922 shares; 2025Q4: 11,202 shares; 2026Q1: 11,050 shares; 2026Q2: 11,498 shares 11,498$950K0.03%+448Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,234 shares; 2024Q4: 28,776 shares; 2025Q1: 55,274 shares; 2025Q2: 26,054 shares; 2025Q3: 27,174 shares; 2025Q4: 25,653 shares; 2026Q1: 26,711 shares; 2026Q2: 25,786 shares 25,786$948K0.03%-925Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,744 shares; 2025Q1: 11,755 shares; 2025Q2: 15,648 shares; 2025Q3: 15,848 shares; 2025Q4: 16,127 shares; 2026Q1: 18,069 shares; 2026Q2: 18,067 shares 18,067$942K0.03%-2Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,079 shares; 2024Q4: 33,239 shares; 2025Q1: 124,773 shares; 2025Q2: 84,208 shares; 2025Q3: 24,150 shares; 2025Q4: 23,262 shares; 2026Q1: 27,821 shares; 2026Q2: 10,746 shares 10,746$929K0.03%-17,075Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,425 shares; 2024Q4: 98,432 shares; 2025Q1: 77,982 shares; 2025Q2: 41,386 shares; 2025Q3: 55,783 shares; 2025Q4: 48,757 shares; 2026Q1: 6,905 shares; 2026Q2: 5,244 shares 5,244$925K0.03%-1,661Timeline
DTDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,327 shares; 2024Q4: 12,371 shares; 2025Q1: 12,396 shares; 2025Q2: 10,321 shares; 2025Q3: 9,960 shares; 2025Q4: 9,990 shares; 2026Q1: 9,912 shares; 2026Q2: 9,906 shares 9,906$924K0.03%-6Timeline
HTDHANCOCK JOHN TAX-ADVANTAGEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,146 shares; 2024Q4: 17,474 shares; 2025Q1: 20,807 shares; 2025Q2: 25,404 shares; 2025Q3: 31,050 shares; 2025Q4: 31,846 shares; 2026Q1: 35,765 shares; 2026Q2: 35,686 shares 35,686$910K0.03%-79Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,865 shares; 2025Q1: 25,636 shares; 2025Q2: 23,241 shares; 2025Q3: 24,461 shares; 2025Q4: 23,280 shares; 2026Q1: 19,882 shares; 2026Q2: 19,945 shares 19,945$908K0.03%+63Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,265 shares; 2024Q4: 4,643 shares; 2025Q1: 346 shares; 2025Q2: 102 shares; 2025Q3: 763 shares; 2025Q4: 678 shares; 2026Q1: 598 shares; 2026Q2: 3,162 shares 3,162$905K0.03%+2,564Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,859 shares; 2024Q4: 11,525 shares; 2025Q1: 12,026 shares; 2025Q2: 11,512 shares; 2025Q3: 12,885 shares; 2025Q4: 14,674 shares; 2026Q1: 11,205 shares; 2026Q2: 6,160 shares 6,160$902K0.03%-5,045Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,654 shares; 2024Q4: 50,017 shares; 2025Q1: 51,791 shares; 2025Q2: 37,657 shares; 2025Q3: 31,537 shares; 2025Q4: 21,180 shares; 2026Q1: 22,799 shares; 2026Q2: 21,276 shares 21,276$901K0.03%-1,523Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,447 shares; 2024Q4: 5,450 shares; 2025Q1: 4,884 shares; 2025Q2: 5,135 shares; 2025Q3: 5,047 shares; 2025Q4: 4,986 shares; 2026Q1: 4,912 shares; 2026Q2: 4,571 shares 4,571$895K0.03%-341Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,677 shares; 2024Q4: 15,925 shares; 2025Q1: 17,675 shares; 2025Q2: 13,170 shares; 2025Q3: 15,875 shares; 2025Q4: 15,616 shares; 2026Q1: 14,821 shares; 2026Q2: 10,747 shares 10,747$888K0.03%-4,074Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,055 shares; 2024Q4: 20,662 shares; 2025Q1: 1,238 shares; 2025Q2: 1,038 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 3,209 shares; 2026Q2: 3,319 shares 3,319$886K0.03%+110Timeline
JPINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,782 shares; 2024Q4: 14,753 shares; 2025Q1: 16,581 shares; 2025Q2: 10,629 shares; 2025Q3: 14,404 shares; 2025Q4: 12,425 shares; 2026Q1: 13,020 shares; 2026Q2: 12,149 shares 12,149$878K0.03%-871Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,145 shares; 2024Q4: 2,912 shares; 2025Q1: 6,990 shares; 2025Q2: 2,094 shares; 2025Q3: 2,545 shares; 2025Q4: 1,713 shares; 2026Q1: 1,411 shares; 2026Q2: 1,385 shares 1,385$878K0.03%-26Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 369 shares; 2025Q1: 321 shares; 2025Q2: 307 shares; 2025Q3: 373 shares; 2025Q4: 414 shares; 2026Q1: 451 shares; 2026Q2: 4,905 shares 4,905$875K0.03%+4,454Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491 shares; 2024Q4: 26,232 shares; 2025Q1: 28,224 shares; 2025Q2: 31,916 shares; 2025Q3: 33,820 shares; 2025Q4: 33,534 shares; 2026Q1: 10,336 shares; 2026Q2: 14,839 shares 14,839$874K0.03%+4,503Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,069 shares; 2024Q4: 9,576 shares; 2025Q1: 6,777 shares; 2025Q2: 6,021 shares; 2025Q3: 6,203 shares; 2025Q4: 6,936 shares; 2026Q1: 5,722 shares; 2026Q2: 6,402 shares 6,402$861K0.03%+680Timeline
BJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,352 shares; 2024Q4: 9,352 shares; 2025Q1: 15,053 shares; 2025Q2: 18,481 shares; 2025Q3: 17,305 shares; 2025Q4: 17,195 shares; 2026Q1: 17,026 shares; 2026Q2: 17,674 shares 17,674$860K0.03%+648Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,647 shares; 2024Q4: 11,116 shares; 2025Q1: 10,616 shares; 2025Q2: 9,139 shares; 2025Q3: 9,242 shares; 2025Q4: 9,213 shares; 2026Q1: 9,213 shares; 2026Q2: 9,214 shares 9,214$859K0.03%+1Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,085 shares; 2024Q4: 46,185 shares; 2025Q1: 79,308 shares; 2025Q2: 41,334 shares; 2025Q3: 36,961 shares; 2025Q4: 35,870 shares; 2026Q1: 37,086 shares; 2026Q2: 41,154 shares 41,154$852K0.03%+4,068Timeline
ENVAENOVA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91 shares; 2026Q1: not reported; 2026Q2: 3,527 shares 3,527$849K0.03%newTimeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,130 shares; 2024Q4: 13,184 shares; 2025Q1: 11,133 shares; 2025Q2: 11,805 shares; 2025Q3: 11,038 shares; 2025Q4: 9,162 shares; 2026Q1: 12,579 shares; 2026Q2: 9,763 shares 9,763$849K0.03%-2,816Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 914 shares 914$848K0.03%newTimeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,092 shares; 2024Q4: 10,429 shares; 2025Q1: 9,531 shares; 2025Q2: 9,277 shares; 2025Q3: 9,167 shares; 2025Q4: 9,167 shares; 2026Q1: 9,170 shares; 2026Q2: 9,858 shares 9,858$844K0.03%+688Timeline
JCENUVEEN CORE EQUITY ALPHA FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,560 shares; 2024Q4: 46,810 shares; 2025Q1: 51,860 shares; 2025Q2: 51,105 shares; 2025Q3: 50,820 shares; 2025Q4: 51,574 shares; 2026Q1: 51,574 shares; 2026Q2: 51,574 shares 51,574$844K0.03%0Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,126 shares; 2024Q4: 9,101 shares; 2025Q1: 8,716 shares; 2025Q2: 8,391 shares; 2025Q3: 8,643 shares; 2025Q4: 8,594 shares; 2026Q1: 8,518 shares; 2026Q2: 8,164 shares 8,164$840K0.03%-354Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,079 shares; 2024Q4: 16,725 shares; 2025Q1: 15,647 shares; 2025Q2: 14,574 shares; 2025Q3: 12,660 shares; 2025Q4: 10,265 shares; 2026Q1: 9,777 shares; 2026Q2: 8,881 shares 8,881$839K0.03%-896Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,796 shares; 2024Q4: 6,581 shares; 2025Q1: 6,612 shares; 2025Q2: 4,186 shares; 2025Q3: 5,720 shares; 2025Q4: 3,913 shares; 2026Q1: 3,789 shares; 2026Q2: 6,396 shares 6,396$829K0.03%+2,607Timeline
CSTMCONSTELLIUM SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,920 shares 25,920$826K0.02%newTimeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,365 shares; 2024Q4: 9,753 shares; 2025Q1: 8,433 shares; 2025Q2: 7,578 shares; 2025Q3: 7,037 shares; 2025Q4: 6,817 shares; 2026Q1: 6,505 shares; 2026Q2: 6,314 shares 6,314$823K0.02%-191Timeline
UJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,680 shares; 2024Q4: 29,897 shares; 2025Q1: 15,278 shares; 2025Q2: 7,471 shares; 2025Q3: 35,588 shares; 2025Q4: 33,680 shares; 2026Q1: 22,789 shares; 2026Q2: 20,088 shares 20,088$819K0.02%-2,701Timeline
PJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,365 shares; 2024Q4: 24,234 shares; 2025Q1: 17,922 shares; 2025Q2: 19,609 shares; 2025Q3: 18,003 shares; 2025Q4: 18,003 shares; 2026Q1: 18,002 shares; 2026Q2: 18,908 shares 18,908$817K0.02%+906Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,452 shares; 2024Q4: 7,451 shares; 2025Q1: 7,451 shares; 2025Q2: 7,256 shares; 2025Q3: 6,226 shares; 2025Q4: 6,061 shares; 2026Q1: 6,041 shares; 2026Q2: 5,969 shares 5,969$816K0.02%-72Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,723 shares; 2026Q1: 31,417 shares; 2026Q2: 32,389 shares 32,389$815K0.02%+972Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,150 shares; 2024Q4: 18,984 shares; 2025Q1: 32,963 shares; 2025Q2: 8,221 shares; 2025Q3: 7,083 shares; 2025Q4: 6,996 shares; 2026Q1: 6,614 shares; 2026Q2: 6,000 shares 6,000$812K0.02%-614Timeline
BNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,951 shares; 2025Q1: 4,951 shares; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 16,895 shares; 2026Q1: 16,894 shares; 2026Q2: 16,893 shares 16,893$808K0.02%-1Timeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,631 shares; 2024Q4: 81,455 shares; 2025Q1: 92,250 shares; 2025Q2: 95,445 shares; 2025Q3: 95,389 shares; 2025Q4: 57,886 shares; 2026Q1: 60,086 shares; 2026Q2: 63,629 shares 63,629$806K0.02%+3,543Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,427 shares; 2024Q4: 12,590 shares; 2025Q1: 12,023 shares; 2025Q2: 12,134 shares; 2025Q3: 12,179 shares; 2025Q4: 11,022 shares; 2026Q1: 9,680 shares; 2026Q2: 9,600 shares 9,600$804K0.02%-80Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,995 shares; 2024Q4: 4,300 shares; 2025Q1: 4,730 shares; 2025Q2: 3,173 shares; 2025Q3: 2,892 shares; 2025Q4: 2,965 shares; 2026Q1: 2,932 shares; 2026Q2: 2,917 shares 2,917$804K0.02%-15Timeline
PDPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,824 shares; 2024Q4: 3,693 shares; 2025Q1: 3,693 shares; 2025Q2: 2,418 shares; 2025Q3: 2,319 shares; 2025Q4: 3,404 shares; 2026Q1: 3,404 shares; 2026Q2: 5,284 shares 5,284$802K0.02%+1,880Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,953 shares; 2024Q4: 7,816 shares; 2025Q1: 8,012 shares; 2025Q2: 5,144 shares; 2025Q3: 4,916 shares; 2025Q4: 3,948 shares; 2026Q1: 3,926 shares; 2026Q2: 3,595 shares 3,595$801K0.02%-331Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,524 shares; 2024Q4: 14,030 shares; 2025Q1: 14,541 shares; 2025Q2: 14,198 shares; 2025Q3: 13,963 shares; 2025Q4: 10,928 shares; 2026Q1: 15,210 shares; 2026Q2: 7,961 shares 7,961$799K0.02%-7,249Timeline
VISTVISTA ENERGY S.A.B. DE C.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,025 shares; 2024Q4: 62,816 shares; 2025Q1: 895 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,405 shares; 2026Q1: 8,486 shares; 2026Q2: 12,418 shares 12,418$792K0.02%+3,932Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,322 shares; 2024Q4: 18,201 shares; 2025Q1: 17,737 shares; 2025Q2: 17,271 shares; 2025Q3: 13,159 shares; 2025Q4: 12,628 shares; 2026Q1: 8,237 shares; 2026Q2: 8,004 shares 8,004$787K0.02%-233Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,879 shares; 2024Q4: 10,740 shares; 2025Q1: 9,743 shares; 2025Q2: 6,053 shares; 2025Q3: 6,004 shares; 2025Q4: 5,824 shares; 2026Q1: 5,683 shares; 2026Q2: 5,683 shares 5,683$782K0.02%0Timeline
OPPJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,195 shares; 2026Q2: 13,476 shares 13,476$777K0.02%+6,281Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,951 shares; 2024Q4: 24,813 shares; 2025Q1: 113,112 shares; 2025Q2: 13,582 shares; 2025Q3: 12,460 shares; 2025Q4: 23,949 shares; 2026Q1: 46,988 shares; 2026Q2: 14,354 shares 14,354$768K0.02%-32,634Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 11,601 shares; 2025Q4: 15,126 shares; 2026Q1: 13,263 shares; 2026Q2: 15,109 shares 15,109$753K0.02%+1,846Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,093 shares; 2024Q4: 5,483 shares; 2025Q1: 5,418 shares; 2025Q2: 5,217 shares; 2025Q3: 5,217 shares; 2025Q4: 5,218 shares; 2026Q1: 4,873 shares; 2026Q2: 4,552 shares 4,552$745K0.02%-321Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,371 shares; 2024Q4: 11,907 shares; 2025Q1: 15,342 shares; 2025Q2: 12,440 shares; 2025Q3: 13,939 shares; 2025Q4: 17,177 shares; 2026Q1: 19,656 shares; 2026Q2: 19,106 shares 19,106$741K0.02%-550Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 542 shares; 2025Q1: 622 shares; 2025Q2: 9,511 shares; 2025Q3: 9,529 shares; 2025Q4: 9,564 shares; 2026Q1: 9,596 shares; 2026Q2: 9,610 shares 9,610$732K0.02%+14Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,133 shares; 2024Q4: 20,824 shares; 2025Q1: 21,026 shares; 2025Q2: 17,422 shares; 2025Q3: 19,100 shares; 2025Q4: 16,453 shares; 2026Q1: 29,907 shares; 2026Q2: 32,696 shares 32,696$728K0.02%+2,789Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,957 shares; 2024Q4: 2,448 shares; 2025Q1: 2,493 shares; 2025Q2: 2,322 shares; 2025Q3: 2,374 shares; 2025Q4: 2,145 shares; 2026Q1: 2,379 shares; 2026Q2: 2,291 shares 2,291$727K0.02%-88Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,130 shares; 2024Q4: 4,676 shares; 2025Q1: 4,677 shares; 2025Q2: 4,463 shares; 2025Q3: 4,463 shares; 2025Q4: 5,338 shares; 2026Q1: 5,299 shares; 2026Q2: 26,495 shares 26,495$726K0.02%+21,196Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,989 shares; 2024Q4: 58,891 shares; 2025Q1: 59,081 shares; 2025Q2: 58,529 shares; 2025Q3: 48,513 shares; 2025Q4: 28,492 shares; 2026Q1: 26,894 shares; 2026Q2: 23,809 shares 23,809$726K0.02%-3,085Timeline
PJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,373 shares; 2024Q4: 7,254 shares; 2025Q1: 5,112 shares; 2025Q2: 5,112 shares; 2025Q3: 5,111 shares; 2025Q4: 14,593 shares; 2026Q1: 14,593 shares; 2026Q2: 14,593 shares 14,593$722K0.02%0Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,027 shares; 2024Q4: 8,833 shares; 2025Q1: 9,205 shares; 2025Q2: 9,017 shares; 2025Q3: 8,933 shares; 2025Q4: 14,258 shares; 2026Q1: 13,366 shares; 2026Q2: 12,776 shares 12,776$720K0.02%-590Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,518 shares; 2024Q4: 18,883 shares; 2025Q1: 17,663 shares; 2025Q2: 13,061 shares; 2025Q3: 12,833 shares; 2025Q4: 12,060 shares; 2026Q1: 12,176 shares; 2026Q2: 12,351 shares 12,351$714K0.02%+175Timeline
PAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,104 shares; 2024Q4: 19,104 shares; 2025Q1: 19,104 shares; 2025Q2: 19,104 shares; 2025Q3: 17,001 shares; 2025Q4: 16,537 shares; 2026Q1: 16,537 shares; 2026Q2: 15,626 shares 15,626$713K0.02%-911Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,482 shares; 2024Q4: 2,462 shares; 2025Q1: 2,475 shares; 2025Q2: 1,009 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 1,011 shares; 2026Q2: 1,012 shares 1,012$712K0.02%+1Timeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 3,199 shares; 2025Q1: 3,667 shares; 2025Q2: 4,084 shares; 2025Q3: 4,715 shares; 2025Q4: 4,974 shares; 2026Q1: 2,546 shares; 2026Q2: 5,782 shares 5,782$711K0.02%+3,236Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 288 shares; 2025Q1: 452 shares; 2025Q2: 549 shares; 2025Q3: 599 shares; 2025Q4: 686 shares; 2026Q1: 742 shares; 2026Q2: 936 shares 936$710K0.02%+194Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,944 shares; 2024Q4: 8,953 shares; 2025Q1: 9,027 shares; 2025Q2: 3,246 shares; 2025Q3: 3,071 shares; 2025Q4: 5,040 shares; 2026Q1: 3,438 shares; 2026Q2: 4,987 shares 4,987$708K0.02%+1,549Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,889 shares; 2024Q4: 124,396 shares; 2025Q1: 66,642 shares; 2025Q2: 28,195 shares; 2025Q3: 24,693 shares; 2025Q4: 43,344 shares; 2026Q1: 41,511 shares; 2026Q2: 20,671 shares 20,671$703K0.02%-20,840Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,489 shares; 2024Q4: 6,782 shares; 2025Q1: 6,628 shares; 2025Q2: 6,166 shares; 2025Q3: 7,186 shares; 2025Q4: 7,619 shares; 2026Q1: 7,715 shares; 2026Q2: 7,783 shares 7,783$701K0.02%+68Timeline
UTESETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,950 shares; 2025Q4: 10,625 shares; 2026Q1: 8,425 shares; 2026Q2: 8,567 shares 8,567$700K0.02%+142Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,947 shares; 2024Q4: 66,903 shares; 2025Q1: 68,396 shares; 2025Q2: 92,669 shares; 2025Q3: 89,763 shares; 2025Q4: 88,269 shares; 2026Q1: 79,969 shares; 2026Q2: 87,837 shares 87,837$692K0.02%+7,868Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,511 shares; 2024Q4: 16,412 shares; 2025Q1: 11,695 shares; 2025Q2: 7,510 shares; 2025Q3: 8,562 shares; 2025Q4: 7,602 shares; 2026Q1: 7,991 shares; 2026Q2: 7,170 shares 7,170$691K0.02%-821Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,587 shares; 2024Q4: 8,638 shares; 2025Q1: 8,330 shares; 2025Q2: 4,080 shares; 2025Q3: 3,336 shares; 2025Q4: 2,731 shares; 2026Q1: 2,802 shares; 2026Q2: 2,538 shares 2,538$690K0.02%-264Timeline
FSTRFOSTER L B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,232 shares 15,232$688K0.02%newTimeline
FYEEFIDELITY GREENWOOD STREET TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,922 shares; 2025Q4: 21,846 shares; 2026Q1: 23,570 shares; 2026Q2: 23,791 shares 23,791$687K0.02%+221Timeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,941 shares; 2026Q1: 9,588 shares; 2026Q2: 9,602 shares 9,602$687K0.02%+14Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 2,831 shares; 2025Q1: 4,391 shares; 2025Q2: 2,582 shares; 2025Q3: 3,004 shares; 2025Q4: 3,371 shares; 2026Q1: 2,126 shares; 2026Q2: 4,705 shares 4,705$686K0.02%+2,579Timeline
XSSPXNUVEEN S&P 500 DYNAMIC OVERWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,051 shares; 2026Q2: 36,682 shares 36,682$684K0.02%+631Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,598 shares; 2024Q4: 7,649 shares; 2025Q1: 7,668 shares; 2025Q2: 8,723 shares; 2025Q3: 8,779 shares; 2025Q4: 9,185 shares; 2026Q1: 9,213 shares; 2026Q2: 13,473 shares 13,473$681K0.02%+4,260Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,498 shares; 2024Q4: 7,134 shares; 2025Q1: 7,603 shares; 2025Q2: 17,477 shares; 2025Q3: 16,772 shares; 2025Q4: 14,823 shares; 2026Q1: 3,587 shares; 2026Q2: 4,291 shares 4,291$681K0.02%+704Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,125 shares; 2024Q4: 4,783 shares; 2025Q1: 4,464 shares; 2025Q2: 4,877 shares; 2025Q3: 5,630 shares; 2025Q4: 7,137 shares; 2026Q1: 3,016 shares; 2026Q2: 1,915 shares 1,915$679K0.02%-1,101Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,600 shares; 2024Q4: not reported; 2025Q1: 8,428 shares; 2025Q2: 8,466 shares; 2025Q3: 6,450 shares; 2025Q4: 7,978 shares; 2026Q1: 5,733 shares; 2026Q2: 7,214 shares 7,214$678K0.02%+1,481Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 738 shares; 2024Q4: 746 shares; 2025Q1: 1,429 shares; 2025Q2: 889 shares; 2025Q3: 746 shares; 2025Q4: 1,136 shares; 2026Q1: 1,334 shares; 2026Q2: 1,469 shares 1,469$675K0.02%+135Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,078 shares; 2024Q4: 1,114 shares; 2025Q1: 683 shares; 2025Q2: 546 shares; 2025Q3: 8,102 shares; 2025Q4: 7,787 shares; 2026Q1: 503 shares; 2026Q2: 23,713 shares 23,713$672K0.02%+23,210Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,297 shares; 2024Q4: 4,096 shares; 2025Q1: 4,809 shares; 2025Q2: 14,550 shares; 2025Q3: 3,917 shares; 2025Q4: 16,603 shares; 2026Q1: 4,684 shares; 2026Q2: 5,062 shares 5,062$671K0.02%+378Timeline
NTLAINTELLIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,065 shares; 2026Q1: 9,036 shares; 2026Q2: 39,516 shares 39,516$669K0.02%+30,480Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,710 shares; 2024Q4: 45,214 shares; 2025Q1: 16,601 shares; 2025Q2: 10,176 shares; 2025Q3: 4,916 shares; 2025Q4: 14,123 shares; 2026Q1: 4,009 shares; 2026Q2: 3,583 shares 3,583$662K0.02%-426Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,932 shares; 2024Q4: 11,134 shares; 2025Q1: 10,924 shares; 2025Q2: 10,345 shares; 2025Q3: 9,403 shares; 2025Q4: 9,442 shares; 2026Q1: 9,092 shares; 2026Q2: 8,539 shares 8,539$660K0.02%-553Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,668 shares; 2024Q4: 7,599 shares; 2025Q1: 7,608 shares; 2025Q2: 8,541 shares; 2025Q3: 8,570 shares; 2025Q4: 8,577 shares; 2026Q1: 8,518 shares; 2026Q2: 8,492 shares 8,492$658K0.02%-26Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202 shares; 2024Q4: 8,473 shares; 2025Q1: 8,958 shares; 2025Q2: 8,947 shares; 2025Q3: 8,901 shares; 2025Q4: 1,545 shares; 2026Q1: 1,505 shares; 2026Q2: 1,172 shares 1,172$657K0.02%-333Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,763 shares; 2024Q4: 8,642 shares; 2025Q1: 8,642 shares; 2025Q2: 9,488 shares; 2025Q3: 8,676 shares; 2025Q4: 8,677 shares; 2026Q1: 8,725 shares; 2026Q2: 8,726 shares 8,726$657K0.02%+1Timeline
TJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,133 shares; 2025Q1: 26,133 shares; 2025Q2: 24,283 shares; 2025Q3: 22,679 shares; 2025Q4: 22,683 shares; 2026Q1: 22,684 shares; 2026Q2: 21,688 shares 21,688$656K0.02%-996Timeline
JULWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,616 shares; 2024Q4: 17,619 shares; 2025Q1: 12,422 shares; 2025Q2: 4,767 shares; 2025Q3: 31,357 shares; 2025Q4: 29,439 shares; 2026Q1: 18,659 shares; 2026Q2: 15,992 shares 15,992$653K0.02%-2,667Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,647 shares; 2024Q4: 7,175 shares; 2025Q1: 5,007 shares; 2025Q2: 3,855 shares; 2025Q3: 2,731 shares; 2025Q4: 2,652 shares; 2026Q1: 23,570 shares; 2026Q2: 7,118 shares 7,118$653K0.02%-16,452Timeline
VNLAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 3,229 shares; 2025Q2: 3,934 shares; 2025Q3: 13,089 shares; 2025Q4: 14,315 shares; 2026Q1: 14,264 shares; 2026Q2: 13,334 shares 13,334$652K0.02%-930Timeline
PBJLPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,857 shares; 2025Q4: 38,450 shares; 2026Q1: 24,294 shares; 2026Q2: 20,808 shares 20,808$651K0.02%-3,486Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 697 shares; 2024Q4: 1,096 shares; 2025Q1: 1,090 shares; 2025Q2: 830 shares; 2025Q3: 1,371 shares; 2025Q4: 704 shares; 2026Q1: 2,354 shares; 2026Q2: 2,788 shares 2,788$650K0.02%+434Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 1,075 shares; 2025Q1: 707 shares; 2025Q2: 292 shares; 2025Q3: 243 shares; 2025Q4: 1,414 shares; 2026Q1: 563 shares; 2026Q2: 660 shares 660$646K0.02%+97Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,792 shares; 2024Q4: 23,696 shares; 2025Q1: 18,884 shares; 2025Q2: 12,157 shares; 2025Q3: 3,149 shares; 2025Q4: 3,964 shares; 2026Q1: 3,946 shares; 2026Q2: 1,580 shares 1,580$643K0.02%-2,366Timeline
FVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,001 shares; 2024Q4: 12,171 shares; 2025Q1: 11,088 shares; 2025Q2: 8,417 shares; 2025Q3: 8,454 shares; 2025Q4: 8,472 shares; 2026Q1: 8,705 shares; 2026Q2: 8,476 shares 8,476$643K0.02%-229Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,740 shares; 2024Q4: 4,543 shares; 2025Q1: 4,596 shares; 2025Q2: 4,466 shares; 2025Q3: 4,466 shares; 2025Q4: 4,566 shares; 2026Q1: 4,560 shares; 2026Q2: 4,039 shares 4,039$631K0.02%-521Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,075 shares; 2024Q4: 4,985 shares; 2025Q1: 4,885 shares; 2025Q2: 4,339 shares; 2025Q3: 4,790 shares; 2025Q4: 4,826 shares; 2026Q1: 4,861 shares; 2026Q2: 3,815 shares 3,815$628K0.02%-1,046Timeline

Sold out in Q2 2026

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

The largest 100 of 171. All 171

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC4,340$981Kshares
UCOPROSHARES TR II17,902$704Kshares
FETFORUM ENERGY TECHNOLOGIES IN11,014$646Kshares
SETMSPROTT FDS TR16,993$562Kshares
SHOCEA SERIES TRUST3,600$259Kshares
PAHCPHIBRO ANIMAL HEALTH CORP4,300$238Kshares
FEMSFIRST TR EXCH TRD ALPHDX FD3,987$182Kshares
USOUNITED STS OIL FD LP1,155$147Kshares
CCLCARNIVAL CORP5,647$146Kshares
WGSGENEDX HOLDINGS CORP1,500$96.3Kshares
CTRACOTERRA ENERGY INC2,596$91.2Kshares
DFAUDIMENSIONAL ETF TRUST1,787$80.6Kshares
VITLVITAL FARMS INC5,500$77.7Kshares
GMFSPDR INDEX SHS FDS558$76Kshares
DDDUPONT DE NEMOURS INC1,586$72.6Kshares
NFXLDIREXION SHARES ETF TRUST2,325$69.9Kshares
DUHPDIMENSIONAL ETF TRUST1,650$60.7Kshares
XPHSPDR SERIES TRUST1,107$59.9Kshares
REMXVANECK ETF TRUST630$55.4Kshares
TBLLINVESCO EXCH TRADED FD TR II441$46.5Kshares
CLNECLEAN ENERGY FUELS CORP18,753$46.5Kshares
FERGFERGUSON ENTERPRISES INC190$44.4Kshares
SPHYSPDR SERIES TRUST1,801$42Kshares
PKSTPEAKSTONE REALTY TRUST1,971$41.2Kshares
JAZZJAZZ PHARMACEUTICALS PLC201$38Kshares
TRITHOMSON REUTERS CORP387$34.8Kshares
PSILADVISORSHARES TR2,000$33.8Kshares
EMCGLOBAL X FDS1,040$32.1Kshares
GGNGAMCO GLOBAL GOLD NAT RES &6,000$31.9Kshares
SSRMSSR MINING IN1,050$30.9Kshares
GBABGUGGENHEIM TAXABLE MUNICP BO2,000$29Kshares
FDECFIRST TR EXCHNG TRADED FD VI500$24.9Kshares
NRPNATURAL RESOURCE PARTNERS LP200$24.2Kshares
WBSWEBSTER FINL CORP339$23.5Kshares
AMSFAMERISAFE INC700$23.3Kshares
CLHCLEAN HARBORS INC77$22.2Kshares
AMTMAMENTUM HOLDINGS INC846$22.1Kshares
NVRIENVIRI CORP1,089$21.4Kshares
ECCEAGLE POINT CR CO5,600$21.1Kshares
XAODXABRDN TOTAL DYNAMIC DIVIDEND2,200$20.3Kshares
SNPGDBX ETF TR398$19.3Kshares
MKLMARKEL GROUP INC10$19.1Kshares
AMRXAMNEAL PHARMACEUTICALS INC1,535$19.1Kshares
GSEWGOLDMAN SACHS ETF TR221$18.7Kshares
BBDCBARINGS BDC INC2,248$18.5Kshares
PALLABRDN PALLADIUM ETF TRUST135$18.2Kshares
DSUBLACKROCK DEBT STRATEGIES FD1,758$16.9Kshares
STEPSTEPSTONE GROUP INC300$14.3Kshares
RSRELIANCE INC47$14.3Kshares
FFTYINNOVATOR ETFS TRUST400$13.4Kshares
BCSBARCLAYS PLC616$13Kshares
NNAVWNEXTNAV INC2,000$12.7Kshares
FSVFIRSTSERVICE CORP NEW85$11.8Kshares
XGDVXGABELLI DIVID & INCOME TR408$11Kshares
UTWYRBB FD INC250$10.7Kshares
CCKCROWN HLDGS INC105$10.5Kshares
PIIMPINJ INC101$10.4Kshares
ARANTERO RESOURCES CORP227$9.63Kshares
WCCWESCO INTL INC33$9.03Kshares
SOCLGLOBAL X FDS205$8.86Kshares
DMBBNY MELLON MUN BD INFRASTRUC811$8.55Kshares
WFWOORI FINL GROUP INC125$8.32Kshares
ZZILLOW GROUP INC200$8.28Kshares
LKQLKQ CORP281$8.25Kshares
VIGIVANGUARD WHITEHALL FDS93$8.25Kshares
HTHTH WORLD GROUP LTD162$8.15Kshares
WDHWATERDROP INC5,000$8.1Kshares
PDTHANCOCK JOHN PREM DIVID FD617$8.08Kshares
CWENCLEARWAY ENERGY INC200$7.86Kshares
BRKRBRUKER CORP210$7.58Kshares
OIIOCEANEERING INTL INC203$7.2Kshares
MTGMGIC INVT CORP WIS271$7.12Kshares
MASIMASIMO CORP39$6.94Kshares
HOLXHOLOGIC INC89$6.73Kshares
DXCDXC TECHNOLOGY CO531$6.67Kshares
AUANGLOGOLD ASHANTI PLC68$6.62Kshares
MSEXMIDDLESEX WTR CO127$6.6Kshares
HODLVANECK BITCOIN ETF340$6.51Kshares
TTANSERVICETITAN INC100$6.35Kshares
NNENANO NUCLEAR ENERGY INC300$6.14Kshares
ALAIR LEASE CORP91$5.91Kshares
JEFJEFFERIES FINANCIAL GROUP IN139$5.74Kshares
OSKOSHKOSH CORP38$5.59Kshares
DJANFIRST TR EXCHNG TRADED FD VI130$5.53Kshares
AVOMISSION PRODUCE INC400$5.5Kshares
RRYDER SYS INC26$5.32Kshares
GHCGRAHAM HLDGS CO5$5.29Kshares
SIGSIGNET JEWELERS LTD62$5.25Kshares
AGOASSURED GUARANTY LTD64$5.21Kshares
NXENEXGEN ENERGY LTD441$5.12Kshares
ACIALBERTSONS COMPANIES INC298$5.08Kshares
RRCRANGE RES CORP110$4.97Kshares
RWAYRUNWAY GROWTH FINANCE CORP700$4.81Kshares
ETBEATON VANCE TAX MNGED BUY WR330$4.76Kshares
JBGSJBG SMITH PPTYS305$4.45Kshares
CHKPCHECK POINT SOFTWARE TECH LT31$4.43Kshares
MMSMAXIMUS INC69$4.42Kshares
VIRTVIRTU FINL INC99$4.35Kshares
AIC3 AI INC500$4.21Kshares
GSMFERROGLOBE PLC1,018$4.19Kshares

How Q2 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001858740-26-000003 base2026-07-15acceptance time not in the bulk data set

Filings

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

FilingSubjectFiledAcceptedIngested
13F-HR 0001858740-26-000003 Quarter ended 2026-06-302026-07-15acceptance time not in the bulk data set
13F-HR 0001858740-26-000002 Quarter ended 2026-03-312026-04-22acceptance time not in the bulk data set
13F-HR 0001858740-26-000001 Quarter ended 2025-12-312026-01-14acceptance time not in the bulk data set
13F-HR 0001858740-25-000006 Quarter ended 2025-09-302025-10-23acceptance time not in the bulk data set
13F-HR 0001858740-25-000004 Quarter ended 2025-06-302025-08-04acceptance time not in the bulk data set
13F-HR 0001858740-25-000002 Quarter ended 2025-03-312025-04-23acceptance time not in the bulk data set
13F-HR 0001858740-25-000001 Quarter ended 2024-12-312025-01-24acceptance time not in the bulk data set
13F-HR 0001858740-24-000005 Quarter ended 2024-09-302024-10-15acceptance time not in the bulk data set
13F-HR 0001858740-24-000003 Quarter ended 2024-06-302024-07-31acceptance time not in the bulk data set
13F-HR 0001858740-24-000002 Quarter ended 2024-03-312024-04-24acceptance time not in the bulk data set
13F-HR 0001858740-24-000001 Quarter ended 2023-12-312024-02-06acceptance time not in the bulk data set
13F-HR 0001858740-23-000004 Quarter ended 2023-09-302023-11-08acceptance time not in the bulk data set
13F-HR 0001858740-23-000003 Quarter ended 2023-06-302023-08-09acceptance time not in the bulk data set
13F-HR 0001858740-23-000002 Quarter ended 2023-03-312023-05-09acceptance time not in the bulk data set
13F-HR 0001858740-23-000001 Quarter ended 2022-12-312023-02-03acceptance time not in the bulk data set
13F-HR 0001858740-22-000006 Quarter ended 2022-09-302022-11-07acceptance time not in the bulk data set
13F-HR 0001858740-22-000005 Quarter ended 2022-06-302022-07-22acceptance time not in the bulk data set
13F-HR 0001858740-22-000003 Quarter ended 2022-03-312022-04-18acceptance time not in the bulk data set
13F-HR 0001858740-22-000002 Quarter ended 2021-12-312022-01-14acceptance time not in the bulk data set
13F-HR 0001858740-21-000004 Quarter ended 2021-09-302021-10-22acceptance time not in the bulk data set
13F-HR 0001858740-21-000003 Quarter ended 2021-06-302021-07-26acceptance time not in the bulk data set
13F-HR/A 0001858740-21-000002 Quarter ended 2021-03-312021-05-21acceptance time not in the bulk data set
13F-HR 0001858740-21-000001 Quarter ended 2021-03-312021-05-07acceptance time not in the bulk data set