CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668 shares; 2024Q4: 694 shares; 2025Q1: 684 shares; 2025Q2: 560 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 485 shares; 2026Q2: 880 shares 880 $628K 0.02% +395 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,691 shares; 2025Q1: 20,207 shares; 2025Q2: 20,207 shares; 2025Q3: 19,907 shares; 2025Q4: 19,548 shares; 2026Q1: 19,586 shares; 2026Q2: 17,122 shares 17,122 $625K 0.02% -2,464 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,800 shares; 2025Q1: 27,125 shares; 2025Q2: 24,377 shares; 2025Q3: 23,662 shares; 2025Q4: 23,843 shares; 2026Q1: 26,815 shares; 2026Q2: 29,950 shares 29,950 $620K 0.02% +3,135 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,940 shares; 2024Q4: 14,004 shares; 2025Q1: 15,272 shares; 2025Q2: 11,398 shares; 2025Q3: 14,318 shares; 2025Q4: 12,553 shares; 2026Q1: 13,871 shares; 2026Q2: 12,863 shares 12,863 $614K 0.02% -1,008 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,639 shares; 2024Q4: 5,984 shares; 2025Q1: 2,731 shares; 2025Q2: 2,952 shares; 2025Q3: 3,152 shares; 2025Q4: 12,887 shares; 2026Q1: 16,017 shares; 2026Q2: 15,230 shares 15,230 $614K 0.02% -787 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,492 shares; 2024Q4: 6,492 shares; 2025Q1: 6,377 shares; 2025Q2: 6,379 shares; 2025Q3: 14,248 shares; 2025Q4: 11,729 shares; 2026Q1: 11,730 shares; 2026Q2: 11,614 shares 11,614 $612K 0.02% -116 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 1,692 shares; 2025Q2: 770 shares; 2025Q3: 904 shares; 2025Q4: 1,194 shares; 2026Q1: 410 shares; 2026Q2: 1,522 shares 1,522 $611K 0.02% +1,112 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,722 shares; 2024Q4: 3,796 shares; 2025Q1: 21,758 shares; 2025Q2: 4,554 shares; 2025Q3: 3,846 shares; 2025Q4: 10,839 shares; 2026Q1: 11,747 shares; 2026Q2: 4,423 shares 4,423 $605K 0.02% -7,324 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,907 shares; 2024Q4: 17,547 shares; 2025Q1: 22,547 shares; 2025Q2: 31,547 shares; 2025Q3: 37,547 shares; 2025Q4: 42,047 shares; 2026Q1: 42,047 shares; 2026Q2: 49,547 shares 49,547 $601K 0.02% +7,500 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,569 shares; 2024Q4: 1,265 shares; 2025Q1: 1,385 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares; 2026Q1: 1,402 shares; 2026Q2: 1,402 shares 1,402 $598K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,658 shares; 2024Q4: 6,833 shares; 2025Q1: 6,947 shares; 2025Q2: 3,942 shares; 2025Q3: 3,619 shares; 2025Q4: 4,289 shares; 2026Q1: 4,170 shares; 2026Q2: 4,170 shares 4,170 $597K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,265 shares; 2024Q4: 15,560 shares; 2025Q1: 17,212 shares; 2025Q2: 4,671 shares; 2025Q3: 3,746 shares; 2025Q4: 4,801 shares; 2026Q1: 4,989 shares; 2026Q2: 4,696 shares 4,696 $593K 0.02% -293 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,423 shares; 2024Q4: 19,950 shares; 2025Q1: 65,566 shares; 2025Q2: 11,457 shares; 2025Q3: 9,983 shares; 2025Q4: 10,061 shares; 2026Q1: 10,071 shares; 2026Q2: 12,688 shares 12,688 $590K 0.02% +2,617 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,001 shares; 2024Q4: 2,118 shares; 2025Q1: 2,057 shares; 2025Q2: 1,035 shares; 2025Q3: 11,660 shares; 2025Q4: 10,905 shares; 2026Q1: 506 shares; 2026Q2: 2,261 shares 2,261 $589K 0.02% +1,755 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645,890 shares; 2024Q4: 640,737 shares; 2025Q1: 67,495 shares; 2025Q2: 14,114 shares; 2025Q3: 9,276 shares; 2025Q4: 8,188 shares; 2026Q1: 7,127 shares; 2026Q2: 13,513 shares 13,513 $589K 0.02% +6,386 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,683 shares; 2024Q4: 14,683 shares; 2025Q1: 14,683 shares; 2025Q2: 14,683 shares; 2025Q3: 14,053 shares; 2025Q4: 14,053 shares; 2026Q1: 14,053 shares; 2026Q2: 15,313 shares 15,313 $581K 0.02% +1,260 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 129,914 shares; 2025Q1: 27,147 shares; 2025Q2: 6,728 shares; 2025Q3: 4,902 shares; 2025Q4: 5,739 shares; 2026Q1: 7,280 shares; 2026Q2: 11,667 shares 11,667 $581K 0.02% +4,387 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,540 shares; 2024Q4: 2,809 shares; 2025Q1: 2,670 shares; 2025Q2: 3,921 shares; 2025Q3: 1,833 shares; 2025Q4: 960 shares; 2026Q1: 814 shares; 2026Q2: 2,570 shares 2,570 $577K 0.02% +1,756 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,613 shares; 2024Q4: 14,333 shares; 2025Q1: 13,647 shares; 2025Q2: 12,146 shares; 2025Q3: 4,026 shares; 2025Q4: 4,858 shares; 2026Q1: 4,440 shares; 2026Q2: 3,683 shares 3,683 $577K 0.02% -757 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,401 shares; 2026Q1: 12,782 shares; 2026Q2: 11,414 shares 11,414 $575K 0.02% -1,368 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,209 shares; 2024Q4: 68 shares; 2025Q1: 70 shares; 2025Q2: 150 shares; 2025Q3: 141 shares; 2025Q4: 2,297 shares; 2026Q1: 3,358 shares; 2026Q2: 2,247 shares 2,247 $575K 0.02% -1,111 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,575 shares; 2024Q4: 2,307 shares; 2025Q1: 2,317 shares; 2025Q2: 2,333 shares; 2025Q3: 2,101 shares; 2025Q4: 2,165 shares; 2026Q1: 2,203 shares; 2026Q2: 1,978 shares 1,978 $575K 0.02% -225 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 1,074 shares; 2025Q1: 13,932 shares; 2025Q2: 21,348 shares; 2025Q3: 74,435 shares; 2025Q4: 71,345 shares; 2026Q1: 6,024 shares; 2026Q2: 5,729 shares 5,729 $574K 0.02% -295 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,681 shares; 2025Q1: 24,010 shares; 2025Q2: 17,726 shares; 2025Q3: 15,333 shares; 2025Q4: 12,035 shares; 2026Q1: 11,873 shares; 2026Q2: 11,488 shares 11,488 $574K 0.02% -385 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,897 shares; 2024Q4: 2,794 shares; 2025Q1: 2,774 shares; 2025Q2: 2,296 shares; 2025Q3: 2,662 shares; 2025Q4: 2,473 shares; 2026Q1: 2,641 shares; 2026Q2: 2,587 shares 2,587 $572K 0.02% -54 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 16,340 shares; 2025Q2: 16,754 shares; 2025Q3: 16,704 shares; 2025Q4: 19,667 shares; 2026Q1: 23,606 shares; 2026Q2: 23,606 shares 23,606 $572K 0.02% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354 shares; 2024Q4: 57 shares; 2025Q1: 157 shares; 2025Q2: 57 shares; 2025Q3: 478 shares; 2025Q4: 10,248 shares; 2026Q1: 11,062 shares; 2026Q2: 4,921 shares 4,921 $571K 0.02% -6,141 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,924 shares; 2024Q4: 2,044 shares; 2025Q1: 1,846 shares; 2025Q2: 26,478 shares; 2025Q3: 32,437 shares; 2025Q4: 3,632 shares; 2026Q1: 4,075 shares; 2026Q2: 11,850 shares 11,850 $569K 0.02% +7,775 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 10,821 shares; 2025Q1: 13,080 shares; 2025Q2: 9,306 shares; 2025Q3: 11,867 shares; 2025Q4: 10,328 shares; 2026Q1: 11,537 shares; 2026Q2: 11,136 shares 11,136 $566K 0.02% -401 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,404 shares; 2026Q1: 22,769 shares; 2026Q2: 23,269 shares 23,269 $564K 0.02% +500 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 702 shares; 2024Q4: 706 shares; 2025Q1: 667 shares; 2025Q2: 575 shares; 2025Q3: 443 shares; 2025Q4: 689 shares; 2026Q1: 411 shares; 2026Q2: 405 shares 405 $560K 0.02% -6 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 14,227 shares; 2025Q2: 142 shares; 2025Q3: 4,956 shares; 2025Q4: 8,676 shares; 2026Q1: 7,391 shares; 2026Q2: 7,144 shares 7,144 $559K 0.02% -247 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,274 shares; 2024Q4: 3,285 shares; 2025Q1: 3,290 shares; 2025Q2: 3,284 shares; 2025Q3: 5,091 shares; 2025Q4: 5,099 shares; 2026Q1: 5,103 shares; 2026Q2: 5,109 shares 5,109 $551K 0.02% +6 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,869 shares; 2024Q4: 3,109 shares; 2025Q1: 3,012 shares; 2025Q2: 3,083 shares; 2025Q3: 3,344 shares; 2025Q4: 2,874 shares; 2026Q1: 2,831 shares; 2026Q2: 23,172 shares 23,172 $548K 0.02% +20,341 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 7,100 shares; 2025Q1: 7,099 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 10,544 shares; 2026Q1: 10,544 shares; 2026Q2: 10,304 shares 10,304 $548K 0.02% -240 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957 shares; 2024Q4: 963 shares; 2025Q1: 966 shares; 2025Q2: 999 shares; 2025Q3: 2,331 shares; 2025Q4: 3,185 shares; 2026Q1: 4,137 shares; 2026Q2: 4,764 shares 4,764 $547K 0.02% +627 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,576 shares; 2024Q4: 4,274 shares; 2025Q1: 3,690 shares; 2025Q2: 3,133 shares; 2025Q3: 1,900 shares; 2025Q4: 2,750 shares; 2026Q1: 2,878 shares; 2026Q2: 2,875 shares 2,875 $547K 0.02% -3 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,541 shares; 2024Q4: not reported; 2025Q1: 47,179 shares; 2025Q2: 23,405 shares; 2025Q3: 6,065 shares; 2025Q4: 4,524 shares; 2026Q1: 8,462 shares; 2026Q2: 3,558 shares 3,558 $547K 0.02% -4,904 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,894 shares; 2024Q4: 3,832 shares; 2025Q1: 3,753 shares; 2025Q2: 3,198 shares; 2025Q3: 1,907 shares; 2025Q4: 1,894 shares; 2026Q1: 1,971 shares; 2026Q2: 1,824 shares 1,824 $545K 0.02% -147 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,234 shares; 2025Q2: 5,496 shares; 2025Q3: 5,321 shares; 2025Q4: 8,729 shares; 2026Q1: 9,608 shares; 2026Q2: 6,098 shares 6,098 $544K 0.02% -3,510 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,376 shares; 2024Q4: 2,876 shares; 2025Q1: 3,636 shares; 2025Q2: 6,336 shares; 2025Q3: 8,819 shares; 2025Q4: 8,819 shares; 2026Q1: 8,196 shares; 2026Q2: 8,196 shares 8,196 $538K 0.02% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,955 shares; 2024Q4: 1,978 shares; 2025Q1: 1,935 shares; 2025Q2: 1,944 shares; 2025Q3: 1,933 shares; 2025Q4: 1,932 shares; 2026Q1: 3,716 shares; 2026Q2: 1,933 shares 1,933 $518K 0.02% -1,783 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,909 shares; 2024Q4: 13,577 shares; 2025Q1: 12,542 shares; 2025Q2: 9,481 shares; 2025Q3: 9,490 shares; 2025Q4: 9,499 shares; 2026Q1: 9,657 shares; 2026Q2: 9,564 shares 9,564 $517K 0.02% -93 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,550 shares; 2025Q1: 17,399 shares; 2025Q2: 17,397 shares; 2025Q3: 17,397 shares; 2025Q4: 17,403 shares; 2026Q1: 17,400 shares; 2026Q2: 17,402 shares 17,402 $513K 0.02% +2 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,949 shares; 2025Q1: 2,656 shares; 2025Q2: 1,928 shares; 2025Q3: 1,235 shares; 2025Q4: 1,876 shares; 2026Q1: 1,236 shares; 2026Q2: 1,936 shares 1,936 $512K 0.02% +700 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,216 shares; 2024Q4: 18,565 shares; 2025Q1: 17,759 shares; 2025Q2: 16,052 shares; 2025Q3: 16,091 shares; 2025Q4: 17,058 shares; 2026Q1: 13,912 shares; 2026Q2: 13,881 shares 13,881 $512K 0.02% -31 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,064 shares; 2024Q4: 2,065 shares; 2025Q1: 2,504 shares; 2025Q2: 2,456 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,582 shares; 2026Q2: 2,675 shares 2,675 $502K 0.02% +93 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 284,771 shares; 2025Q3: 8,153 shares; 2025Q4: 11,647 shares; 2026Q1: 12,636 shares; 2026Q2: 9,899 shares 9,899 $501K 0.02% -2,737 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,130 shares; 2024Q4: 11,130 shares; 2025Q1: 11,130 shares; 2025Q2: 11,130 shares; 2025Q3: 11,131 shares; 2025Q4: 11,131 shares; 2026Q1: 11,130 shares; 2026Q2: 11,130 shares 11,130 $501K 0.02% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,450 shares; 2025Q1: 12,534 shares; 2025Q2: 20,293 shares; 2025Q3: 21,361 shares; 2025Q4: 21,658 shares; 2026Q1: 24,276 shares; 2026Q2: 27,897 shares 27,897 $499K 0.02% +3,621 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,742 shares; 2024Q4: 4,796 shares; 2025Q1: 5,094 shares; 2025Q2: 2,893 shares; 2025Q3: 2,711 shares; 2025Q4: 2,695 shares; 2026Q1: 2,695 shares; 2026Q2: 3,112 shares 3,112 $498K 0.02% +417 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,293 shares; 2024Q4: 35,975 shares; 2025Q1: 36,773 shares; 2025Q2: 27,672 shares; 2025Q3: 26,896 shares; 2025Q4: 5,527 shares; 2026Q1: 4,699 shares; 2026Q2: 4,641 shares 4,641 $494K 0.01% -58 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,735 shares; 2024Q4: 14,756 shares; 2025Q1: 11,386 shares; 2025Q2: 8,439 shares; 2025Q3: 49,711 shares; 2025Q4: 5,645 shares; 2026Q1: 5,003 shares; 2026Q2: 4,239 shares 4,239 $490K 0.01% -764 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,706 shares; 2024Q4: 6,345 shares; 2025Q1: 4,422 shares; 2025Q2: 2,485 shares; 2025Q3: 2,050 shares; 2025Q4: 2,382 shares; 2026Q1: 2,361 shares; 2026Q2: 2,563 shares 2,563 $488K 0.01% +202 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 376 shares; 2025Q1: 666 shares; 2025Q2: 2,796 shares; 2025Q3: 5,710 shares; 2025Q4: 5,510 shares; 2026Q1: 5,440 shares; 2026Q2: 5,339 shares 5,339 $487K 0.01% -101 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,333 shares; 2024Q4: 44,738 shares; 2025Q1: 51,590 shares; 2025Q2: 51,946 shares; 2025Q3: 55,679 shares; 2025Q4: 60,161 shares; 2026Q1: 60,259 shares; 2026Q2: 59,566 shares 59,566 $487K 0.01% -693 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485 shares; 2024Q4: 1,550 shares; 2025Q1: 1,929 shares; 2025Q2: 1,632 shares; 2025Q3: 1,357 shares; 2025Q4: 1,477 shares; 2026Q1: 1,322 shares; 2026Q2: 966 shares 966 $484K 0.01% -356 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,700 shares; 2024Q4: 10,800 shares; 2025Q1: 2,586 shares; 2025Q2: 6,044 shares; 2025Q3: 7,039 shares; 2025Q4: 1,373 shares; 2026Q1: 1,963 shares; 2026Q2: 2,475 shares 2,475 $483K 0.01% +512 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,682 shares; 2024Q4: 6,867 shares; 2025Q1: 7,140 shares; 2025Q2: 5,586 shares; 2025Q3: 5,397 shares; 2025Q4: 5,637 shares; 2026Q1: 5,879 shares; 2026Q2: 6,010 shares 6,010 $483K 0.01% +131 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,700 shares; 2025Q2: 17,700 shares; 2025Q3: 17,700 shares; 2025Q4: 17,700 shares; 2026Q1: 17,700 shares; 2026Q2: 17,700 shares 17,700 $481K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,872 shares; 2024Q4: 7,184 shares; 2025Q1: 7,086 shares; 2025Q2: 7,186 shares; 2025Q3: 5,479 shares; 2025Q4: 5,854 shares; 2026Q1: 6,472 shares; 2026Q2: 6,534 shares 6,534 $479K 0.01% +62 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,773 shares; 2024Q4: 41,862 shares; 2025Q1: 43,606 shares; 2025Q2: 25,972 shares; 2025Q3: 24,415 shares; 2025Q4: 24,270 shares; 2026Q1: 25,204 shares; 2026Q2: 25,416 shares 25,416 $479K 0.01% +212 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,010 shares; 2024Q4: 9,010 shares; 2025Q1: 10,391 shares; 2025Q2: 7,223 shares; 2025Q3: 9,227 shares; 2025Q4: 9,643 shares; 2026Q1: 10,633 shares; 2026Q2: 8,794 shares 8,794 $478K 0.01% -1,839 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,301 shares; 2024Q4: 11,303 shares; 2025Q1: 11,311 shares; 2025Q2: 11,047 shares; 2025Q3: 10,827 shares; 2025Q4: 10,487 shares; 2026Q1: 10,155 shares; 2026Q2: 9,655 shares 9,655 $478K 0.01% -500 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,877 shares; 2024Q4: 41,314 shares; 2025Q1: 33,779 shares; 2025Q2: 29,842 shares; 2025Q3: 11,121 shares; 2025Q4: 10,546 shares; 2026Q1: 10,210 shares; 2026Q2: 10,210 shares 10,210 $478K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,601 shares; 2024Q4: 6,457 shares; 2025Q1: 7,746 shares; 2025Q2: 8,157 shares; 2025Q3: 9,367 shares; 2025Q4: 4,867 shares; 2026Q1: 3,047 shares; 2026Q2: 2,232 shares 2,232 $476K 0.01% -815 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223 shares; 2024Q4: 1,183 shares; 2025Q1: 1,281 shares; 2025Q2: 734 shares; 2025Q3: 552 shares; 2025Q4: 632 shares; 2026Q1: 1,020 shares; 2026Q2: 929 shares 929 $473K 0.01% -91 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,800 shares; 2024Q4: 8,748 shares; 2025Q1: 9,230 shares; 2025Q2: 9,221 shares; 2025Q3: 8,903 shares; 2025Q4: 8,938 shares; 2026Q1: 9,127 shares; 2026Q2: 8,797 shares 8,797 $472K 0.01% -330 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,889 shares; 2024Q4: 2,842 shares; 2025Q1: 2,850 shares; 2025Q2: 2,858 shares; 2025Q3: 2,863 shares; 2025Q4: 2,570 shares; 2026Q1: 2,624 shares; 2026Q2: 2,628 shares 2,628 $472K 0.01% +4 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: 1,101 shares; 2025Q1: 1,093 shares; 2025Q2: 937 shares; 2025Q3: 550 shares; 2025Q4: 8,400 shares; 2026Q1: 12,373 shares; 2026Q2: 9,958 shares 9,958 $466K 0.01% -2,415 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,509 shares; 2024Q4: 10,727 shares; 2025Q1: 11,754 shares; 2025Q2: 11,848 shares; 2025Q3: 12,970 shares; 2025Q4: 13,107 shares; 2026Q1: 13,258 shares; 2026Q2: 13,606 shares 13,606 $459K 0.01% +348 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 409 shares; 2025Q3: 411 shares; 2025Q4: 1,320 shares; 2026Q1: 1,159 shares; 2026Q2: 1,175 shares 1,175 $459K 0.01% +16 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,878 shares; 2024Q4: 22,989 shares; 2025Q1: 23,620 shares; 2025Q2: 8,519 shares; 2025Q3: 6,449 shares; 2025Q4: 6,541 shares; 2026Q1: 6,822 shares; 2026Q2: 5,052 shares 5,052 $458K 0.01% -1,770 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,411 shares; 2024Q4: 6,466 shares; 2025Q1: 7,167 shares; 2025Q2: 5,468 shares; 2025Q3: 4,969 shares; 2025Q4: 3,022 shares; 2026Q1: 3,421 shares; 2026Q2: 3,609 shares 3,609 $457K 0.01% +188 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,906 shares; 2024Q4: 716 shares; 2025Q1: 692 shares; 2025Q2: 745 shares; 2025Q3: 993 shares; 2025Q4: 934 shares; 2026Q1: 838 shares; 2026Q2: 1,020 shares 1,020 $455K 0.01% +182 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,175 shares; 2024Q4: 25,400 shares; 2025Q1: 24,826 shares; 2025Q2: 23,252 shares; 2025Q3: 21,572 shares; 2025Q4: 20,583 shares; 2026Q1: 18,387 shares; 2026Q2: 11,901 shares 11,901 $454K 0.01% -6,486 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,167 shares; 2024Q4: 6,622 shares; 2025Q1: 5,684 shares; 2025Q2: 4,773 shares; 2025Q3: 6,845 shares; 2025Q4: 7,662 shares; 2026Q1: 5,719 shares; 2026Q2: 7,263 shares 7,263 $452K 0.01% +1,544 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,692 shares; 2024Q4: 8,145 shares; 2025Q1: 8,952 shares; 2025Q2: 7,451 shares; 2025Q3: 8,934 shares; 2025Q4: 10,410 shares; 2026Q1: 11,260 shares; 2026Q2: 7,988 shares 7,988 $450K 0.01% -3,272 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,042 shares; 2024Q4: 10,298 shares; 2025Q1: 8,850 shares; 2025Q2: 5,666 shares; 2025Q3: 5,023 shares; 2025Q4: 5,317 shares; 2026Q1: 5,106 shares; 2026Q2: 6,254 shares 6,254 $450K 0.01% +1,148 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 6,970 shares; 2025Q4: 6,970 shares; 2026Q1: 15,073 shares; 2026Q2: 14,773 shares 14,773 $449K 0.01% -300 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,519 shares; 2024Q4: 7,226 shares; 2025Q1: 16,514 shares; 2025Q2: 12,721 shares; 2025Q3: 23,622 shares; 2025Q4: 7,801 shares; 2026Q1: 24,033 shares; 2026Q2: 2,175 shares 2,175 $446K 0.01% -21,858 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,345 shares; 2024Q4: 68,160 shares; 2025Q1: 68,288 shares; 2025Q2: 45,800 shares; 2025Q3: 46,322 shares; 2025Q4: 46,977 shares; 2026Q1: 45,116 shares; 2026Q2: 18,451 shares 18,451 $444K 0.01% -26,665 Timeline KURE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,950 shares; 2024Q4: 27,951 shares; 2025Q1: 27,950 shares; 2025Q2: 27,950 shares; 2025Q3: 27,950 shares; 2025Q4: 27,950 shares; 2026Q1: 27,950 shares; 2026Q2: 27,945 shares 27,945 $440K 0.01% -5 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,151 shares; 2026Q1: 1,151 shares; 2026Q2: 1,151 shares 1,151 $437K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,434 shares; 2024Q4: 9,331 shares; 2025Q1: 32,210 shares; 2025Q2: 9,184 shares; 2025Q3: 10,717 shares; 2025Q4: 11,149 shares; 2026Q1: 11,894 shares; 2026Q2: 9,293 shares 9,293 $433K 0.01% -2,601 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,129 shares; 2025Q1: 21,735 shares; 2025Q2: 27,891 shares; 2025Q3: 28,874 shares; 2025Q4: 19,684 shares; 2026Q1: 16,838 shares; 2026Q2: 16,504 shares 16,504 $428K 0.01% -334 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,183 shares; 2024Q4: 19,610 shares; 2025Q1: 16,037 shares; 2025Q2: 14,859 shares; 2025Q3: 14,432 shares; 2025Q4: 12,855 shares; 2026Q1: 12,095 shares; 2026Q2: 11,459 shares 11,459 $427K 0.01% -636 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,492 shares; 2024Q4: 3,444 shares; 2025Q1: 3,443 shares; 2025Q2: 3,438 shares; 2025Q3: 3,300 shares; 2025Q4: 2,109 shares; 2026Q1: 2,109 shares; 2026Q2: 2,109 shares 2,109 $422K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,883 shares; 2024Q4: 85,993 shares; 2025Q1: 83,769 shares; 2025Q2: 72,979 shares; 2025Q3: 71,976 shares; 2025Q4: 72,906 shares; 2026Q1: 4,921 shares; 2026Q2: 3,847 shares 3,847 $421K 0.01% -1,074 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,815 shares; 2024Q4: 2,848 shares; 2025Q1: 2,739 shares; 2025Q2: 14,288 shares; 2025Q3: 15,963 shares; 2025Q4: 15,618 shares; 2026Q1: 15,251 shares; 2026Q2: 9,384 shares 9,384 $420K 0.01% -5,867 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,537 shares; 2024Q4: 3,493 shares; 2025Q1: 3,734 shares; 2025Q2: 2,891 shares; 2025Q3: 2,736 shares; 2025Q4: 3,338 shares; 2026Q1: 3,129 shares; 2026Q2: 2,576 shares 2,576 $417K 0.01% -553 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,632 shares; 2025Q1: 8,632 shares; 2025Q2: 4,845 shares; 2025Q3: 10,869 shares; 2025Q4: 10,926 shares; 2026Q1: 10,926 shares; 2026Q2: 10,978 shares 10,978 $417K 0.01% +52 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,645 shares; 2024Q4: 23,885 shares; 2025Q1: 14,659 shares; 2025Q2: 8,402 shares; 2025Q3: 8,425 shares; 2025Q4: 8,305 shares; 2026Q1: 8,298 shares; 2026Q2: 8,363 shares 8,363 $417K 0.01% +65 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880 shares; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,940 shares; 2026Q1: 2,578 shares; 2026Q2: 2,544 shares 2,544 $416K 0.01% -34 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,872 shares; 2024Q4: 34,942 shares; 2025Q1: 33,480 shares; 2025Q2: 16,478 shares; 2025Q3: 15,558 shares; 2025Q4: 15,644 shares; 2026Q1: 12,917 shares; 2026Q2: 9,971 shares 9,971 $415K 0.01% -2,946 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,658 shares; 2024Q4: 6,506 shares; 2025Q1: 6,419 shares; 2025Q2: 4,085 shares; 2025Q3: 4,258 shares; 2025Q4: 4,219 shares; 2026Q1: 4,274 shares; 2026Q2: 4,338 shares 4,338 $412K 0.01% +64 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553,708 shares; 2024Q4: 548,211 shares; 2025Q1: 561,468 shares; 2025Q2: 491,422 shares; 2025Q3: 9,434 shares; 2025Q4: 8,675 shares; 2026Q1: 8,313 shares; 2026Q2: 8,768 shares 8,768 $411K 0.01% +455 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,840 shares; 2025Q1: 5,840 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 5,240 shares; 2026Q1: 5,240 shares; 2026Q2: 5,390 shares 5,390 $408K 0.01% +150 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,010 shares; 2024Q4: 3,741 shares; 2025Q1: 3,781 shares; 2025Q2: 1,677 shares; 2025Q3: 520 shares; 2025Q4: 2,064 shares; 2026Q1: 194 shares; 2026Q2: 4,085 shares 4,085 $406K 0.01% +3,891 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,492 shares; 2026Q2: 15,627 shares 15,627 $403K 0.01% +135 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,241 shares; 2024Q4: 8,644 shares; 2025Q1: 7,818 shares; 2025Q2: 7,159 shares; 2025Q3: 7,104 shares; 2025Q4: 7,115 shares; 2026Q1: 7,410 shares; 2026Q2: 7,227 shares 7,227 $403K 0.01% -183 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,111 shares; 2024Q4: 12,406 shares; 2025Q1: 12,581 shares; 2025Q2: 9,764 shares; 2025Q3: 10,944 shares; 2025Q4: 15,127 shares; 2026Q1: 15,741 shares; 2026Q2: 14,516 shares 14,516 $402K 0.01% -1,225 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 148 shares; 2025Q2: 239 shares; 2025Q3: 1,012 shares; 2025Q4: 1,222 shares; 2026Q1: 1,535 shares; 2026Q2: 1,650 shares 1,650 $401K 0.01% +115 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,144 shares; 2024Q4: 12,062 shares; 2025Q1: 11,982 shares; 2025Q2: 13,320 shares; 2025Q3: 13,346 shares; 2025Q4: 13,264 shares; 2026Q1: 12,750 shares; 2026Q2: 12,493 shares 12,493 $399K 0.01% -257 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,074 shares; 2024Q4: 18,744 shares; 2025Q1: 20,320 shares; 2025Q2: 16,634 shares; 2025Q3: 16,735 shares; 2025Q4: 20,133 shares; 2026Q1: 26,744 shares; 2026Q2: 28,575 shares 28,575 $397K 0.01% +1,831 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,813 shares; 2024Q4: 14,150 shares; 2025Q1: 11,949 shares; 2025Q2: 5,179 shares; 2025Q3: 5,105 shares; 2025Q4: 4,962 shares; 2026Q1: 4,881 shares; 2026Q2: 3,881 shares 3,881 $397K 0.01% -1,000 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares; 2026Q2: 3,415 shares 3,415 $395K 0.01% -35 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,666 shares; 2024Q4: 11,965 shares; 2025Q1: 11,961 shares; 2025Q2: 12,749 shares; 2025Q3: 12,778 shares; 2025Q4: 12,911 shares; 2026Q1: 13,697 shares; 2026Q2: 13,369 shares 13,369 $391K 0.01% -328 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,730 shares; 2024Q4: 18,731 shares; 2025Q1: 18,532 shares; 2025Q2: 4,378 shares; 2025Q3: 4,262 shares; 2025Q4: 4,205 shares; 2026Q1: 3,882 shares; 2026Q2: 3,174 shares 3,174 $388K 0.01% -708 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,979 shares; 2024Q4: 26,234 shares; 2025Q1: 25,974 shares; 2025Q2: 18,634 shares; 2025Q3: 16,018 shares; 2025Q4: 16,095 shares; 2026Q1: 17,719 shares; 2026Q2: 18,018 shares 18,018 $386K 0.01% +299 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 509 shares; 2026Q1: 1,032 shares; 2026Q2: 1,032 shares 1,032 $385K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,739 shares; 2024Q4: 5,460 shares; 2025Q1: 5,031 shares; 2025Q2: 4,748 shares; 2025Q3: 4,587 shares; 2025Q4: 2,848 shares; 2026Q1: 2,754 shares; 2026Q2: 2,594 shares 2,594 $383K 0.01% -160 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,549 shares; 2024Q4: 2,540 shares; 2025Q1: 1,310 shares; 2025Q2: 1,021 shares; 2025Q3: 1,029 shares; 2025Q4: 1,035 shares; 2026Q1: 1,025 shares; 2026Q2: 1,047 shares 1,047 $383K 0.01% +22 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,679 shares; 2026Q2: 9,300 shares 9,300 $379K 0.01% +3,621 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,848 shares; 2024Q4: 13,993 shares; 2025Q1: 11,684 shares; 2025Q2: 6,551 shares; 2025Q3: 6,616 shares; 2025Q4: 10,072 shares; 2026Q1: 10,078 shares; 2026Q2: 10,490 shares 10,490 $379K 0.01% +412 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,981 shares; 2024Q4: 4,179 shares; 2025Q1: 4,180 shares; 2025Q2: 4,180 shares; 2025Q3: 4,181 shares; 2025Q4: 2,647 shares; 2026Q1: 2,647 shares; 2026Q2: 2,874 shares 2,874 $377K 0.01% +227 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: 344 shares; 2025Q1: 9,295 shares; 2025Q2: 3,080 shares; 2025Q3: 5,927 shares; 2025Q4: 6,001 shares; 2026Q1: 450 shares; 2026Q2: 14,177 shares 14,177 $376K 0.01% +13,727 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,120 shares; 2025Q1: 9,953 shares; 2025Q2: 7,418 shares; 2025Q3: 4,783 shares; 2025Q4: 5,981 shares; 2026Q1: 6,171 shares; 2026Q2: 5,971 shares 5,971 $375K 0.01% -200 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,445 shares; 2024Q4: 9,759 shares; 2025Q1: 9,540 shares; 2025Q2: 9,586 shares; 2025Q3: 10,722 shares; 2025Q4: 11,218 shares; 2026Q1: 9,563 shares; 2026Q2: 9,444 shares 9,444 $373K 0.01% -119 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 406 shares; 2025Q1: 454 shares; 2025Q2: 1,778 shares; 2025Q3: 463 shares; 2025Q4: 419 shares; 2026Q1: 422 shares; 2026Q2: 7,106 shares 7,106 $372K 0.01% +6,684 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 6,880 shares; 2025Q4: 8,655 shares; 2026Q1: 9,523 shares; 2026Q2: 8,083 shares 8,083 $370K 0.01% -1,440 Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,066 shares; 2026Q2: 21,930 shares 21,930 $369K 0.01% +1,864 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,356 shares; 2025Q4: 13,451 shares; 2026Q1: 13,966 shares; 2026Q2: 14,076 shares 14,076 $369K 0.01% +110 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,106 shares; 2024Q4: 3,988 shares; 2025Q1: 3,966 shares; 2025Q2: 5,316 shares; 2025Q3: 5,395 shares; 2025Q4: 5,355 shares; 2026Q1: 5,461 shares; 2026Q2: 5,770 shares 5,770 $368K 0.01% +309 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 317 shares; 2025Q4: 2,323 shares; 2026Q1: 1,828 shares; 2026Q2: 1,825 shares 1,825 $364K 0.01% -3 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,043 shares; 2024Q4: 9,481 shares; 2025Q1: 9,008 shares; 2025Q2: 4,386 shares; 2025Q3: 3,461 shares; 2025Q4: 4,582 shares; 2026Q1: 6,079 shares; 2026Q2: 2,692 shares 2,692 $363K 0.01% -3,387 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 39 shares; 2025Q1: 38 shares; 2025Q2: 46 shares; 2025Q3: 47 shares; 2025Q4: 1,516 shares; 2026Q1: 48 shares; 2026Q2: 2,104 shares 2,104 $363K 0.01% +2,056 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 3,867 shares; 2025Q1: 3,800 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,324 shares 1,324 $362K 0.01% +24 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,487 shares; 2024Q4: 1,735 shares; 2025Q1: 2,076 shares; 2025Q2: 2,330 shares; 2025Q3: 2,717 shares; 2025Q4: 2,625 shares; 2026Q1: 2,390 shares; 2026Q2: 2,574 shares 2,574 $362K 0.01% +184 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,630 shares; 2024Q4: 7,042 shares; 2025Q1: 3,300 shares; 2025Q2: 4,300 shares; 2025Q3: 35,677 shares; 2025Q4: 46,477 shares; 2026Q1: 42,852 shares; 2026Q2: 46,852 shares 46,852 $360K 0.01% +4,000 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,769 shares; 2024Q4: 4,769 shares; 2025Q1: 4,769 shares; 2025Q2: 3,118 shares; 2025Q3: 3,118 shares; 2025Q4: 3,118 shares; 2026Q1: 3,118 shares; 2026Q2: 3,118 shares 3,118 $356K 0.01% 0 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,700 shares 3,700 $355K 0.01% new Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 16,771 shares 16,771 $353K 0.01% +16,571 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,340 shares; 2024Q4: 19,075 shares; 2025Q1: 20,675 shares; 2025Q2: 43,325 shares; 2025Q3: 40,325 shares; 2025Q4: 38,450 shares; 2026Q1: 33,200 shares; 2026Q2: 32,600 shares 32,600 $348K 0.01% -600 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,455 shares; 2024Q4: 9,455 shares; 2025Q1: 9,455 shares; 2025Q2: 9,455 shares; 2025Q3: 9,455 shares; 2025Q4: 9,455 shares; 2026Q1: 6,303 shares; 2026Q2: 6,303 shares 6,303 $347K 0.01% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,616 shares; 2024Q4: 6,616 shares; 2025Q1: 6,616 shares; 2025Q2: 7,168 shares; 2025Q3: 7,168 shares; 2025Q4: 7,143 shares; 2026Q1: 6,818 shares; 2026Q2: 6,818 shares 6,818 $343K 0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,189 shares; 2025Q1: 8,297 shares; 2025Q2: 8,665 shares; 2025Q3: 7,895 shares; 2025Q4: 7,612 shares; 2026Q1: 8,417 shares; 2026Q2: 8,169 shares 8,169 $342K 0.01% -248 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,315 shares; 2024Q4: 4,331 shares; 2025Q1: 3,814 shares; 2025Q2: 3,054 shares; 2025Q3: 2,409 shares; 2025Q4: 2,421 shares; 2026Q1: 2,868 shares; 2026Q2: 2,527 shares 2,527 $342K 0.01% -341 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,578 shares; 2024Q4: 18,338 shares; 2025Q1: 18,048 shares; 2025Q2: 7,928 shares; 2025Q3: 6,791 shares; 2025Q4: 7,156 shares; 2026Q1: 6,673 shares; 2026Q2: 5,931 shares 5,931 $342K 0.01% -742 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,069 shares; 2024Q4: 15,374 shares; 2025Q1: 15,173 shares; 2025Q2: 13,478 shares; 2025Q3: 13,996 shares; 2025Q4: 11,473 shares; 2026Q1: 5,138 shares; 2026Q2: 2,702 shares 2,702 $341K 0.01% -2,436 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 232 shares; 2025Q1: 192 shares; 2025Q2: 1,259 shares; 2025Q3: 2,201 shares; 2025Q4: 2,274 shares; 2026Q1: 36,049 shares; 2026Q2: 3,130 shares 3,130 $339K 0.01% -32,919 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,564 shares; 2024Q4: 5,526 shares; 2025Q1: 5,480 shares; 2025Q2: 5,416 shares; 2025Q3: 5,907 shares; 2025Q4: 5,932 shares; 2026Q1: 5,958 shares; 2026Q2: 5,988 shares 5,988 $339K 0.01% +30 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,111 shares; 2024Q4: 2,257 shares; 2025Q1: 2,369 shares; 2025Q2: 1,247 shares; 2025Q3: 1,201 shares; 2025Q4: 1,190 shares; 2026Q1: 1,233 shares; 2026Q2: 1,154 shares 1,154 $338K 0.01% -79 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 860 shares; 2025Q1: 1,158 shares; 2025Q2: 1,200 shares; 2025Q3: 964 shares; 2025Q4: 971 shares; 2026Q1: 948 shares; 2026Q2: 1,289 shares 1,289 $336K 0.01% +341 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,028 shares; 2024Q4: 3,997 shares; 2025Q1: 4,473 shares; 2025Q2: 4,506 shares; 2025Q3: 6,223 shares; 2025Q4: 5,424 shares; 2026Q1: 5,392 shares; 2026Q2: 5,423 shares 5,423 $336K 0.01% +31 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,902 shares; 2025Q4: 8,962 shares; 2026Q1: 8,962 shares; 2026Q2: 8,962 shares 8,962 $336K 0.01% 0 Timeline TAFL AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,192 shares; 2026Q2: 13,192 shares 13,192 $334K 0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 259 shares; 2025Q4: 59 shares; 2026Q1: 1,859 shares; 2026Q2: 2,673 shares 2,673 $333K 0.01% +814 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 612 shares; 2025Q4: 784 shares; 2026Q1: 778 shares; 2026Q2: 866 shares 866 $333K 0.01% +88 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,978 shares; 2024Q4: 6,461 shares; 2025Q1: 6,277 shares; 2025Q2: 5,019 shares; 2025Q3: 4,928 shares; 2025Q4: 4,935 shares; 2026Q1: 4,937 shares; 2026Q2: 4,940 shares 4,940 $331K 0.01% +3 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 441 shares; 2025Q1: 3,007 shares; 2025Q2: 2,445 shares; 2025Q3: 2,906 shares; 2025Q4: 265 shares; 2026Q1: 329 shares; 2026Q2: 193 shares 193 $328K 0.01% -136 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,414 shares; 2024Q4: 14,813 shares; 2025Q1: 11,127 shares; 2025Q2: 10,934 shares; 2025Q3: 10,690 shares; 2025Q4: 10,690 shares; 2026Q1: 10,690 shares; 2026Q2: 9,712 shares 9,712 $328K 0.01% -978 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,507 shares; 2024Q4: 37,700 shares; 2025Q1: 37,700 shares; 2025Q2: 39,200 shares; 2025Q3: 39,200 shares; 2025Q4: 45,600 shares; 2026Q1: 45,600 shares; 2026Q2: 45,600 shares 45,600 $327K 0.01% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,631 shares; 2024Q4: 10,631 shares; 2025Q1: 10,631 shares; 2025Q2: 10,631 shares; 2025Q3: 5,661 shares; 2025Q4: 5,631 shares; 2026Q1: 5,631 shares; 2026Q2: 5,601 shares 5,601 $326K 0.01% -30 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,538 shares; 2024Q4: 25,939 shares; 2025Q1: 25,363 shares; 2025Q2: 24,448 shares; 2025Q3: 22,494 shares; 2025Q4: 20,026 shares; 2026Q1: 18,417 shares; 2026Q2: 16,851 shares 16,851 $325K 0.01% -1,566 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,686 shares; 2024Q4: 629 shares; 2025Q1: 2,877 shares; 2025Q2: 4,425 shares; 2025Q3: 5,855 shares; 2025Q4: 4,731 shares; 2026Q1: 4,462 shares; 2026Q2: 4,453 shares 4,453 $320K 0.01% -9 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,098 shares; 2024Q4: 5,888 shares; 2025Q1: 6,362 shares; 2025Q2: 5,978 shares; 2025Q3: 5,963 shares; 2025Q4: 5,613 shares; 2026Q1: 4,895 shares; 2026Q2: 5,245 shares 5,245 $320K 0.01% +350 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,393 shares; 2024Q4: 8,576 shares; 2025Q1: 7,113 shares; 2025Q2: 11,988 shares; 2025Q3: 11,988 shares; 2025Q4: 11,988 shares; 2026Q1: 11,988 shares; 2026Q2: 10,988 shares 10,988 $315K 0.01% -1,000 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,612 shares; 2024Q4: 4,442 shares; 2025Q1: 4,380 shares; 2025Q2: 3,817 shares; 2025Q3: 3,860 shares; 2025Q4: 3,907 shares; 2026Q1: 3,886 shares; 2026Q2: 3,906 shares 3,906 $312K 0.01% +20 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,616 shares; 2024Q4: 5,429 shares; 2025Q1: 4,826 shares; 2025Q2: 4,837 shares; 2025Q3: 4,851 shares; 2025Q4: 4,859 shares; 2026Q1: 5,074 shares; 2026Q2: 4,880 shares 4,880 $312K 0.01% -194 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,318 shares; 2025Q2: 3,955 shares; 2025Q3: 3,966 shares; 2025Q4: 25,937 shares; 2026Q1: 13,248 shares; 2026Q2: 13,725 shares 13,725 $311K 0.01% +477 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,222 shares; 2024Q4: 7,450 shares; 2025Q1: 6,427 shares; 2025Q2: 4,938 shares; 2025Q3: 3,717 shares; 2025Q4: 2,557 shares; 2026Q1: 2,167 shares; 2026Q2: 1,688 shares 1,688 $311K 0.01% -479 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 354 shares; 2025Q1: 8,788 shares; 2025Q2: 8,439 shares; 2025Q3: 7,164 shares; 2025Q4: 7,614 shares; 2026Q1: 7,614 shares; 2026Q2: 7,614 shares 7,614 $306K 0.01% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,322 shares; 2025Q1: 10,028 shares; 2025Q2: 9,241 shares; 2025Q3: 6,677 shares; 2025Q4: 4,325 shares; 2026Q1: 4,247 shares; 2026Q2: 3,887 shares 3,887 $305K 0.01% -360 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,289 shares; 2024Q4: 1,289 shares; 2025Q1: 1,444 shares; 2025Q2: 3,072 shares; 2025Q3: 3,110 shares; 2025Q4: 2,520 shares; 2026Q1: 2,296 shares; 2026Q2: 2,511 shares 2,511 $305K 0.01% +215 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,016 shares; 2024Q4: 5,180 shares; 2025Q1: 5,171 shares; 2025Q2: 5,139 shares; 2025Q3: 5,143 shares; 2025Q4: 5,110 shares; 2026Q1: 5,080 shares; 2026Q2: 4,900 shares 4,900 $303K 0.01% -180 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,934 shares; 2024Q4: 24,431 shares; 2025Q1: 23,035 shares; 2025Q2: 15,035 shares; 2025Q3: 17,544 shares; 2025Q4: 6,224 shares; 2026Q1: 916 shares; 2026Q2: 806 shares 806 $303K 0.01% -110 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,030 shares; 2025Q1: 14,291 shares; 2025Q2: 12,845 shares; 2025Q3: 98,213 shares; 2025Q4: 10,941 shares; 2026Q1: 11,201 shares; 2026Q2: 9,024 shares 9,024 $300K 0.01% -2,177 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,015 shares; 2025Q1: 1,174 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 845 shares 845 $300K 0.01% -355 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322 shares; 2024Q4: 458 shares; 2025Q1: 3,989 shares; 2025Q2: 3,826 shares; 2025Q3: 7,955 shares; 2025Q4: 7,666 shares; 2026Q1: 7,622 shares; 2026Q2: 11,592 shares 11,592 $299K 0.01% +3,970 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,267 shares; 2024Q4: 3,018 shares; 2025Q1: 3,382 shares; 2025Q2: 3,386 shares; 2025Q3: 3,387 shares; 2025Q4: 3,139 shares; 2026Q1: 3,141 shares; 2026Q2: 3,142 shares 3,142 $299K 0.01% +1 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,636 shares; 2024Q4: 1,633 shares; 2025Q1: 1,628 shares; 2025Q2: 959 shares; 2025Q3: 911 shares; 2025Q4: 913 shares; 2026Q1: 903 shares; 2026Q2: 901 shares 901 $298K 0.01% -2 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,307 shares; 2024Q4: 29,627 shares; 2025Q1: 26,471 shares; 2025Q2: 9,333 shares; 2025Q3: 9,343 shares; 2025Q4: 9,706 shares; 2026Q1: 9,975 shares; 2026Q2: 10,178 shares 10,178 $295K 0.01% +203 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 11,000 shares; 2025Q2: 12,000 shares; 2025Q3: 16,500 shares; 2025Q4: 20,000 shares; 2026Q1: 21,000 shares; 2026Q2: 23,000 shares 23,000 $294K 0.01% +2,000 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,329 shares; 2024Q4: 2,317 shares; 2025Q1: 2,173 shares; 2025Q2: 2,163 shares; 2025Q3: 4,422 shares; 2025Q4: 15,233 shares; 2026Q1: 10,846 shares; 2026Q2: 2,665 shares 2,665 $291K 0.01% -8,181 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,009 shares; 2024Q4: 7,141 shares; 2025Q1: 7,009 shares; 2025Q2: 7,060 shares; 2025Q3: 6,994 shares; 2025Q4: 6,982 shares; 2026Q1: 6,975 shares; 2026Q2: 6,947 shares 6,947 $291K 0.01% -28 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 915 shares 915 $290K 0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 578 shares; 2024Q4: 1,422 shares; 2025Q1: 1,376 shares; 2025Q2: 1,834 shares; 2025Q3: 1,835 shares; 2025Q4: 2,229 shares; 2026Q1: 2,224 shares; 2026Q2: 2,522 shares 2,522 $290K 0.01% +298 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,842 shares; 2024Q4: 11,045 shares; 2025Q1: 11,034 shares; 2025Q2: 3,382 shares; 2025Q3: 3,977 shares; 2025Q4: 3,847 shares; 2026Q1: 3,891 shares; 2026Q2: 3,664 shares 3,664 $289K 0.01% -227 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,211 shares; 2024Q4: 19,537 shares; 2025Q1: 20,033 shares; 2025Q2: 20,392 shares; 2025Q3: 19,881 shares; 2025Q4: 20,276 shares; 2026Q1: 20,182 shares; 2026Q2: 17,696 shares 17,696 $288K 0.01% -2,486 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,802 shares; 2024Q4: 12,979 shares; 2025Q1: 8,061 shares; 2025Q2: 8,061 shares; 2025Q3: 8,061 shares; 2025Q4: 8,061 shares; 2026Q1: 8,061 shares; 2026Q2: 8,061 shares 8,061 $287K 0.01% 0 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,168 shares; 2024Q4: 5,765 shares; 2025Q1: 5,028 shares; 2025Q2: 4,966 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares; 2026Q1: 4,966 shares; 2026Q2: 4,870 shares 4,870 $286K 0.01% -96 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,169 shares; 2024Q4: 5,187 shares; 2025Q1: 5,194 shares; 2025Q2: 6,376 shares; 2025Q3: 6,393 shares; 2025Q4: 8,517 shares; 2026Q1: 8,525 shares; 2026Q2: 6,887 shares 6,887 $285K 0.01% -1,638 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,456 shares; 2024Q4: 23,112 shares; 2025Q1: 23,116 shares; 2025Q2: 1,734 shares; 2025Q3: 1,468 shares; 2025Q4: 1,480 shares; 2026Q1: 1,454 shares; 2026Q2: 1,191 shares 1,191 $285K 0.01% -263 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 10,500 shares; 2025Q2: 46,050 shares; 2025Q3: 43,500 shares; 2025Q4: 43,500 shares; 2026Q1: 40,500 shares; 2026Q2: 37,000 shares 37,000 $284K 0.01% -3,500 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 2,813 shares; 2026Q1: 2,913 shares; 2026Q2: 3,047 shares 3,047 $283K 0.01% +134 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,864 shares; 2024Q4: 17,864 shares; 2025Q1: 17,864 shares; 2025Q2: 4,473 shares; 2025Q3: 4,473 shares; 2025Q4: 4,473 shares; 2026Q1: 4,473 shares; 2026Q2: 4,473 shares 4,473 $280K 0.01% 0 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,875 shares; 2024Q4: 3,751 shares; 2025Q1: 2,535 shares; 2025Q2: 2,551 shares; 2025Q3: 2,221 shares; 2025Q4: 4,447 shares; 2026Q1: 4,395 shares; 2026Q2: 2,686 shares 2,686 $280K 0.01% -1,709 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,662 shares; 2024Q4: 4,066 shares; 2025Q1: 1,662 shares; 2025Q2: 2,123 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares; 2026Q1: 1,565 shares; 2026Q2: 1,565 shares 1,565 $280K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,168 shares; 2025Q1: 2,656 shares; 2025Q2: 2,595 shares; 2025Q3: 2,074 shares; 2025Q4: 2,103 shares; 2026Q1: 2,696 shares; 2026Q2: 1,588 shares 1,588 $279K 0.01% -1,108 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,423 shares; 2024Q4: 2,475 shares; 2025Q1: 2,675 shares; 2025Q2: 1,177 shares; 2025Q3: 1,455 shares; 2025Q4: 1,364 shares; 2026Q1: 1,351 shares; 2026Q2: 1,240 shares 1,240 $278K 0.01% -111 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,532 shares; 2024Q4: 5,575 shares; 2025Q1: 5,579 shares; 2025Q2: 3,794 shares; 2025Q3: 621 shares; 2025Q4: 542 shares; 2026Q1: 212 shares; 2026Q2: 208 shares 208 $277K 0.01% -4 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,584 shares; 2024Q4: 12,444 shares; 2025Q1: 12,238 shares; 2025Q2: 9,899 shares; 2025Q3: 9,794 shares; 2025Q4: 10,643 shares; 2026Q1: 12,817 shares; 2026Q2: 10,460 shares 10,460 $277K 0.01% -2,357 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 799 shares; 2024Q4: 928 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 887 shares; 2025Q4: 873 shares; 2026Q1: 920 shares; 2026Q2: 825 shares 825 $276K 0.01% -95 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,899 shares; 2024Q4: 6,899 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares; 2026Q2: 6,964 shares 6,964 $276K 0.01% +64 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,684 shares; 2024Q4: 17,684 shares; 2025Q1: 17,684 shares; 2025Q2: 17,684 shares; 2025Q3: 17,684 shares; 2025Q4: 17,684 shares; 2026Q1: 17,709 shares; 2026Q2: 17,692 shares 17,692 $273K 0.01% -17 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,122 shares; 2024Q4: 6,190 shares; 2025Q1: 12,591 shares; 2025Q2: 4,071 shares; 2025Q3: 4,052 shares; 2025Q4: 2,386 shares; 2026Q1: 1,253 shares; 2026Q2: 1,225 shares 1,225 $273K 0.01% -28 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664 shares; 2024Q4: 1,008 shares; 2025Q1: 7,494 shares; 2025Q2: 554 shares; 2025Q3: 553 shares; 2025Q4: 937 shares; 2026Q1: 1,121 shares; 2026Q2: 604 shares 604 $272K 0.01% -517 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,777 shares; 2024Q4: 3,777 shares; 2025Q1: 3,149 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares; 2026Q1: 3,150 shares; 2026Q2: 2,938 shares 2,938 $271K 0.01% -212 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 131 shares 131 $271K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376 shares; 2024Q4: 840 shares; 2025Q1: 836 shares; 2025Q2: 899 shares; 2025Q3: 894 shares; 2025Q4: 917 shares; 2026Q1: 920 shares; 2026Q2: 917 shares 917 $271K 0.01% -3 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,090 shares; 2024Q4: 3,103 shares; 2025Q1: 2,757 shares; 2025Q2: 3,423 shares; 2025Q3: 3,736 shares; 2025Q4: 2,484 shares; 2026Q1: 2,501 shares; 2026Q2: 681 shares 681 $268K 0.01% -1,820 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 679 shares; 2025Q2: 4,102 shares; 2025Q3: 4,025 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares; 2026Q2: 3,655 shares 3,655 $266K 0.01% -520 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,276 shares; 2024Q4: 19,171 shares; 2025Q1: 12,435 shares; 2025Q2: 7,477 shares; 2025Q3: 5,121 shares; 2025Q4: 5,706 shares; 2026Q1: 5,705 shares; 2026Q2: 5,705 shares 5,705 $266K 0.01% 0 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,540 shares; 2024Q4: 44,540 shares; 2025Q1: 44,540 shares; 2025Q2: not reported; 2025Q3: 44,540 shares; 2025Q4: 44,540 shares; 2026Q1: 44,540 shares; 2026Q2: 44,435 shares 44,435 $265K 0.01% -105 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,089 shares; 2024Q4: 2,089 shares; 2025Q1: 2,089 shares; 2025Q2: 1,264 shares; 2025Q3: 4,114 shares; 2025Q4: 4,939 shares; 2026Q1: 4,939 shares; 2026Q2: 4,939 shares 4,939 $263K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,200 shares; 2024Q4: 11,071 shares; 2025Q1: 32,604 shares; 2025Q2: 5,287 shares; 2025Q3: 5,331 shares; 2025Q4: 13,011 shares; 2026Q1: 2,437 shares; 2026Q2: 2,441 shares 2,441 $262K 0.01% +4 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 1,396 shares; 2025Q2: 470 shares; 2025Q3: 75 shares; 2025Q4: 60 shares; 2026Q1: 48 shares; 2026Q2: 3,014 shares 3,014 $260K 0.01% +2,966 Timeline OCTP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,025 shares; 2026Q1: 8,024 shares; 2026Q2: 8,026 shares 8,026 $259K 0.01% +2 Timeline Leuthold Core ETF Leuthold Core ETF More: the full row for Leuthold Core ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,131 shares; 2024Q4: 150,064 shares; 2025Q1: not reported; 2025Q2: 3,271 shares; 2025Q3: 3,271 shares; 2025Q4: 6,371 shares; 2026Q1: 6,503 shares; 2026Q2: 6,503 shares 6,503 $259K 0.01% 0 AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,634 shares; 2024Q4: 8,550 shares; 2025Q1: 4,301 shares; 2025Q2: 2,698 shares; 2025Q3: 2,432 shares; 2025Q4: 1,511 shares; 2026Q1: 1,598 shares; 2026Q2: 1,576 shares 1,576 $258K 0.01% -22 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,832 shares; 2024Q4: 1,951 shares; 2025Q1: 1,710 shares; 2025Q2: 1,371 shares; 2025Q3: 1,376 shares; 2025Q4: 1,380 shares; 2026Q1: 1,458 shares; 2026Q2: 1,142 shares 1,142 $258K 0.01% -316 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: 1,675 shares; 2025Q1: 1,671 shares; 2025Q2: 1,674 shares; 2025Q3: 1,675 shares; 2025Q4: 1,561 shares; 2026Q1: 1,562 shares; 2026Q2: 1,431 shares 1,431 $257K 0.01% -131 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,044 shares; 2024Q4: 2,044 shares; 2025Q1: 2,078 shares; 2025Q2: 2,083 shares; 2025Q3: 2,041 shares; 2025Q4: 1,986 shares; 2026Q1: 1,997 shares; 2026Q2: 1,876 shares 1,876 $257K 0.01% -121 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 2,005 shares; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 2,205 shares; 2025Q4: 2,007 shares; 2026Q1: 2,257 shares; 2026Q2: 1,805 shares 1,805 $256K 0.01% -452 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,785 shares; 2025Q3: 1,685 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 2,010 shares 2,010 $256K 0.01% +100 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 586 shares; 2024Q4: 453 shares; 2025Q1: 509 shares; 2025Q2: 958 shares; 2025Q3: 629 shares; 2025Q4: 28,657 shares; 2026Q1: 3,065 shares; 2026Q2: 3,158 shares 3,158 $256K 0.01% +93 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,982 shares; 2024Q4: 9,688 shares; 2025Q1: 8,185 shares; 2025Q2: 7,600 shares; 2025Q3: 7,870 shares; 2025Q4: 10,125 shares; 2026Q1: 7,037 shares; 2026Q2: 879 shares 879 $256K 0.01% -6,158 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,925 shares; 2024Q4: 4,174 shares; 2025Q1: 16,915 shares; 2025Q2: not reported; 2025Q3: 1,837 shares; 2025Q4: 1,689 shares; 2026Q1: 2,625 shares; 2026Q2: 1,940 shares 1,940 $253K 0.01% -685 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,211 shares; 2024Q4: 6,504 shares; 2025Q1: 6,477 shares; 2025Q2: 6,305 shares; 2025Q3: 5,271 shares; 2025Q4: 5,289 shares; 2026Q1: 5,413 shares; 2026Q2: 5,404 shares 5,404 $253K 0.01% -9 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,031 shares; 2024Q4: 3,101 shares; 2025Q1: 2,980 shares; 2025Q2: 46,997 shares; 2025Q3: 2,427 shares; 2025Q4: 2,480 shares; 2026Q1: 2,424 shares; 2026Q2: 2,791 shares 2,791 $252K 0.01% +367 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 208,974 shares; 2025Q1: 228 shares; 2025Q2: 247 shares; 2025Q3: 244 shares; 2025Q4: 15,716 shares; 2026Q1: 3,290 shares; 2026Q2: 3,593 shares 3,593 $252K 0.01% +303 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,674 shares; 2025Q1: 7,786 shares; 2025Q2: 7,761 shares; 2025Q3: 8,481 shares; 2025Q4: 12,175 shares; 2026Q1: 13,772 shares; 2026Q2: 11,230 shares 11,230 $251K 0.01% -2,542 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,316 shares; 2025Q1: 5,666 shares; 2025Q2: 5,666 shares; 2025Q3: 5,666 shares; 2025Q4: 5,666 shares; 2026Q1: 5,666 shares; 2026Q2: 5,666 shares 5,666 $251K 0.01% 0 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,873 shares; 2026Q2: 4,943 shares 4,943 $249K 0.01% +1,070 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,346 shares; 2024Q4: 4,360 shares; 2025Q1: 4,565 shares; 2025Q2: 6,856 shares; 2025Q3: 5,637 shares; 2025Q4: 6,025 shares; 2026Q1: 5,323 shares; 2026Q2: 6,169 shares 6,169 $248K 0.01% +846 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658 shares; 2024Q4: 2,321 shares; 2025Q1: 2,583 shares; 2025Q2: 2,850 shares; 2025Q3: 3,001 shares; 2025Q4: 1,107 shares; 2026Q1: 801 shares; 2026Q2: 733 shares 733 $248K 0.01% -68 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,799 shares; 2024Q4: 1,875 shares; 2025Q1: 1,897 shares; 2025Q2: 877 shares; 2025Q3: 1,079 shares; 2025Q4: 1,681 shares; 2026Q1: 1,582 shares; 2026Q2: 1,588 shares 1,588 $248K 0.01% +6 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,584 shares; 2024Q4: 16,082 shares; 2025Q1: 18,941 shares; 2025Q2: 16,189 shares; 2025Q3: 13,549 shares; 2025Q4: 14,299 shares; 2026Q1: 17,398 shares; 2026Q2: 14,776 shares 14,776 $247K 0.01% -2,622 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,335 shares; 2024Q4: 1,308 shares; 2025Q1: 197,122 shares; 2025Q2: 1,924 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares; 2026Q1: 2,925 shares; 2026Q2: 925 shares 925 $247K 0.01% -2,000 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,118 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,139 shares; 2025Q3: 1,150 shares; 2025Q4: 1,159 shares; 2026Q1: 2,666 shares; 2026Q2: 2,671 shares 2,671 $245K 0.01% +5 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 966 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 966 shares; 2026Q1: 966 shares; 2026Q2: 1,173 shares 1,173 $243K 0.01% +207 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,148 shares; 2024Q4: 5,365 shares; 2025Q1: 9,123 shares; 2025Q2: 8,362 shares; 2025Q3: 8,950 shares; 2025Q4: 8,984 shares; 2026Q1: 8,979 shares; 2026Q2: 8,909 shares 8,909 $243K 0.01% -70 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 943 shares; 2026Q1: 9,257 shares; 2026Q2: 9,593 shares 9,593 $242K 0.01% +336 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,233 shares; 2024Q4: 92,144 shares; 2025Q1: 112,389 shares; 2025Q2: 157,875 shares; 2025Q3: 182,514 shares; 2025Q4: 102,050 shares; 2026Q1: 102,608 shares; 2026Q2: 104,196 shares 104,196 $241K 0.01% +1,588 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,780 shares; 2024Q4: 30,451 shares; 2025Q1: 33,417 shares; 2025Q2: 20,044 shares; 2025Q3: 19,551 shares; 2025Q4: 12,544 shares; 2026Q1: 12,953 shares; 2026Q2: 9,771 shares 9,771 $240K 0.01% -3,182 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,074 shares; 2024Q4: 11,884 shares; 2025Q1: 12,862 shares; 2025Q2: 9,721 shares; 2025Q3: 4,405 shares; 2025Q4: 3,294 shares; 2026Q1: 5,792 shares; 2026Q2: 4,999 shares 4,999 $240K 0.01% -793 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,400 shares; 2026Q2: 13,400 shares 13,400 $239K 0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,860 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $239K 0.01% 0 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 74 shares; 2026Q1: 1,399 shares; 2026Q2: 2,588 shares 2,588 $238K 0.01% +1,189 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,271 shares; 2024Q4: 11,675 shares; 2025Q1: 9,994 shares; 2025Q2: 1,685 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: 4,100 shares; 2026Q2: 2,348 shares 2,348 $235K 0.01% -1,752 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,337 shares; 2025Q3: 2,496 shares; 2025Q4: 2,669 shares; 2026Q1: 2,752 shares; 2026Q2: 3,057 shares 3,057 $235K 0.01% +305 PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,072 shares; 2024Q4: 4,072 shares; 2025Q1: 3,947 shares; 2025Q2: 3,947 shares; 2025Q3: 5,224 shares; 2025Q4: 5,224 shares; 2026Q1: 5,224 shares; 2026Q2: 5,093 shares 5,093 $235K 0.01% -131 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,642 shares; 2026Q2: 6,383 shares 6,383 $234K 0.01% +3,741 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,767 shares; 2024Q4: 5,756 shares; 2025Q1: 4,645 shares; 2025Q2: 4,192 shares; 2025Q3: 4,116 shares; 2025Q4: 3,123 shares; 2026Q1: 2,752 shares; 2026Q2: 2,754 shares 2,754 $233K 0.01% +2 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 836 shares; 2024Q4: 867 shares; 2025Q1: 962 shares; 2025Q2: 1,120 shares; 2025Q3: 20,815 shares; 2025Q4: 24,671 shares; 2026Q1: 877 shares; 2026Q2: 947 shares 947 $232K 0.01% +70 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,282 shares; 2024Q4: 32,282 shares; 2025Q1: 25,685 shares; 2025Q2: 25,665 shares; 2025Q3: 25,665 shares; 2025Q4: 10,261 shares; 2026Q1: 8,639 shares; 2026Q2: 8,598 shares 8,598 $232K 0.01% -41 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,070 shares; 2024Q4: 30,679 shares; 2025Q1: 31,747 shares; 2025Q2: 32,184 shares; 2025Q3: 33,566 shares; 2025Q4: 36,380 shares; 2026Q1: 13,571 shares; 2026Q2: 3,820 shares 3,820 $232K 0.01% -9,751 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,368 shares; 2026Q1: 60,382 shares; 2026Q2: 2,952 shares 2,952 $227K 0.01% -57,430 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 752 shares; 2024Q4: 403 shares; 2025Q1: 451 shares; 2025Q2: 530 shares; 2025Q3: 532 shares; 2025Q4: 1,064 shares; 2026Q1: 481 shares; 2026Q2: 541 shares 541 $225K 0.01% +60 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,600 shares; 2025Q3: 2,400 shares; 2025Q4: 2,102 shares; 2026Q1: 1,602 shares; 2026Q2: 1,802 shares 1,802 $225K 0.01% +200 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 2,374 shares; 2025Q1: 2,844 shares; 2025Q2: 1,690 shares; 2025Q3: 1,590 shares; 2025Q4: 1,095 shares; 2026Q1: 1,136 shares; 2026Q2: 967 shares 967 $222K 0.01% -169 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,368 shares; 2024Q4: 11,849 shares; 2025Q1: 53,959 shares; 2025Q2: 3,316 shares; 2025Q3: 3,565 shares; 2025Q4: 4,904 shares; 2026Q1: 3,713 shares; 2026Q2: 2,835 shares 2,835 $222K 0.01% -878 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350 shares; 2024Q4: 2,353 shares; 2025Q1: 2,357 shares; 2025Q2: 2,460 shares; 2025Q3: 2,633 shares; 2025Q4: 2,636 shares; 2026Q1: 2,640 shares; 2026Q2: 2,542 shares 2,542 $221K 0.01% -98 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,027 shares; 2025Q1: 8,027 shares; 2025Q2: 8,025 shares; 2025Q3: 8,025 shares; 2025Q4: 8,028 shares; 2026Q1: 8,027 shares; 2026Q2: 8,026 shares 8,026 $220K 0.01% -1 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,921 shares; 2024Q4: 2,808 shares; 2025Q1: 2,144 shares; 2025Q2: 2,057 shares; 2025Q3: 2,384 shares; 2025Q4: 2,648 shares; 2026Q1: 3,863 shares; 2026Q2: 3,633 shares 3,633 $219K 0.01% -230 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares; 2025Q4: 2,681 shares; 2026Q1: 2,557 shares; 2026Q2: 2,668 shares 2,668 $218K 0.01% +111 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: 2,841 shares; 2025Q1: 3,319 shares; 2025Q2: 3,065 shares; 2025Q3: 3,505 shares; 2025Q4: 261 shares; 2026Q1: 261 shares; 2026Q2: 1,325 shares 1,325 $217K 0.01% +1,064 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,086 shares; 2024Q4: 5,207 shares; 2025Q1: 5,653 shares; 2025Q2: 3,469 shares; 2025Q3: 3,561 shares; 2025Q4: 3,031 shares; 2026Q1: 2,654 shares; 2026Q2: 2,669 shares 2,669 $217K 0.01% +15 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,907 shares; 2024Q4: 36,260 shares; 2025Q1: 17,196 shares; 2025Q2: 1,830 shares; 2025Q3: 1,829 shares; 2025Q4: 2,108 shares; 2026Q1: 2,096 shares; 2026Q2: 6,219 shares 6,219 $216K 0.01% +4,123 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,828 shares; 2024Q4: 4,905 shares; 2025Q1: 5,028 shares; 2025Q2: 2,665 shares; 2025Q3: 3,437 shares; 2025Q4: 4,835 shares; 2026Q1: 4,540 shares; 2026Q2: 1,935 shares 1,935 $215K 0.01% -2,605 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,627 shares; 2025Q1: 5,678 shares; 2025Q2: 5,345 shares; 2025Q3: 5,345 shares; 2025Q4: 5,345 shares; 2026Q1: 5,345 shares; 2026Q2: 4,923 shares 4,923 $214K 0.01% -422 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,126 shares; 2025Q4: 19,878 shares; 2026Q1: 15,915 shares; 2026Q2: 4,769 shares 4,769 $214K 0.01% -11,146 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 15,259 shares; 2025Q1: 16,720 shares; 2025Q2: 17,405 shares; 2025Q3: 18,484 shares; 2025Q4: 19,546 shares; 2026Q1: 2,034 shares; 2026Q2: 1,674 shares 1,674 $213K 0.01% -360 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,511 shares; 2025Q3: 6,121 shares; 2025Q4: 5,875 shares; 2026Q1: 5,700 shares; 2026Q2: 5,050 shares 5,050 $213K 0.01% -650 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,912 shares; 2025Q4: 48,352 shares; 2026Q1: 47,174 shares; 2026Q2: 7,956 shares 7,956 $213K 0.01% -39,218 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,188 shares; 2024Q4: 9,916 shares; 2025Q1: 10,710 shares; 2025Q2: 9,709 shares; 2025Q3: 10,495 shares; 2025Q4: 10,391 shares; 2026Q1: 10,640 shares; 2026Q2: 9,589 shares 9,589 $211K 0.01% -1,051 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $210K 0.01% 0 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,858 shares; 2024Q4: 43,644 shares; 2025Q1: 38,167 shares; 2025Q2: 6,315 shares; 2025Q3: 5,903 shares; 2025Q4: 5,668 shares; 2026Q1: 5,390 shares; 2026Q2: 4,699 shares 4,699 $210K 0.01% -691 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,271 shares; 2024Q4: 2,490 shares; 2025Q1: 11,480 shares; 2025Q2: 6,249 shares; 2025Q3: 6,694 shares; 2025Q4: 7,725 shares; 2026Q1: 7,742 shares; 2026Q2: 4,629 shares 4,629 $209K 0.01% -3,113 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,168 shares; 2024Q4: 2,168 shares; 2025Q1: 2,168 shares; 2025Q2: 2,168 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares; 2026Q1: 2,168 shares; 2026Q2: 2,168 shares 2,168 $209K 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 3,214 shares; 2025Q1: 3,257 shares; 2025Q2: 3,263 shares; 2025Q3: 3,264 shares; 2025Q4: 3,299 shares; 2026Q1: 3,352 shares; 2026Q2: 3,344 shares 3,344 $209K 0.01% -8 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,164 shares; 2026Q1: 622 shares; 2026Q2: 763 shares 763 $207K 0.01% +141 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 937 shares; 2024Q4: 946 shares; 2025Q1: 927 shares; 2025Q2: 916 shares; 2025Q3: 913 shares; 2025Q4: 915 shares; 2026Q1: 917 shares; 2026Q2: 914 shares 914 $207K 0.01% -3 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,007 shares; 2024Q4: 51,865 shares; 2025Q1: 26,137 shares; 2025Q2: 17,031 shares; 2025Q3: 14,808 shares; 2025Q4: 9,367 shares; 2026Q1: 9,403 shares; 2026Q2: 9,036 shares 9,036 $206K 0.01% -367 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753 shares; 2024Q4: 762 shares; 2025Q1: 1,250 shares; 2025Q2: 854 shares; 2025Q3: 855 shares; 2025Q4: 1,293 shares; 2026Q1: 356 shares; 2026Q2: 355 shares 355 $205K 0.01% -1 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,065 shares; 2024Q4: 3,103 shares; 2025Q1: 3,124 shares; 2025Q2: 3,092 shares; 2025Q3: 3,199 shares; 2025Q4: 3,221 shares; 2026Q1: 3,491 shares; 2026Q2: 3,250 shares 3,250 $205K 0.01% -241 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 52 shares; 2025Q1: 63 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 52 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $204K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,851 shares; 2024Q4: 6,783 shares; 2025Q1: 7,742 shares; 2025Q2: 6,562 shares; 2025Q3: 7,710 shares; 2025Q4: 6,314 shares; 2026Q1: 6,742 shares; 2026Q2: 5,529 shares 5,529 $204K 0.01% -1,213 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,670 shares; 2024Q4: 11,048 shares; 2025Q1: 10,942 shares; 2025Q2: 8,249 shares; 2025Q3: 1,623 shares; 2025Q4: 8,523 shares; 2026Q1: 46,874 shares; 2026Q2: 2,054 shares 2,054 $204K 0.01% -44,820 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,138 shares; 2024Q4: 3,140 shares; 2025Q1: 3,142 shares; 2025Q2: 3,150 shares; 2025Q3: 3,152 shares; 2025Q4: 3,154 shares; 2026Q1: 3,155 shares; 2026Q2: 3,155 shares 3,155 $204K 0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 2,341 shares; 2025Q2: 2,700 shares; 2025Q3: 2,762 shares; 2025Q4: 126 shares; 2026Q1: 125 shares; 2026Q2: 2,112 shares 2,112 $202K 0.01% +1,987 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,930 shares; 2025Q2: 5,930 shares; 2025Q3: 5,930 shares; 2025Q4: 5,930 shares; 2026Q1: 5,930 shares; 2026Q2: 5,930 shares 5,930 $202K 0.01% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,315 shares; 2024Q4: 9,315 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares; 2026Q1: 5,204 shares; 2026Q2: 4,552 shares 4,552 $202K 0.01% -652 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,843 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares; 2026Q1: 1,305 shares; 2026Q2: 1,305 shares 1,305 $201K 0.01% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,970 shares; 2024Q4: 2,003 shares; 2025Q1: 2,017 shares; 2025Q2: 2,668 shares; 2025Q3: 3,126 shares; 2025Q4: 1,479 shares; 2026Q1: 1,524 shares; 2026Q2: 1,567 shares 1,567 $201K 0.01% +43 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,088 shares; 2024Q4: 12,800 shares; 2025Q1: 14,300 shares; 2025Q2: 18,300 shares; 2025Q3: 15,500 shares; 2025Q4: 16,000 shares; 2026Q1: 17,000 shares; 2026Q2: 17,000 shares 17,000 $201K 0.01% 0 Timeline SMAX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,368 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,196 shares; 2026Q1: 7,198 shares; 2026Q2: 7,196 shares 7,196 $201K 0.01% -2 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,934 shares; 2024Q4: 2,823 shares; 2025Q1: 2,716 shares; 2025Q2: 1,607 shares; 2025Q3: 1,607 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,609 shares 1,609 $200K 0.01% +1 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,971 shares; 2024Q4: 70,613 shares; 2025Q1: 72,904 shares; 2025Q2: 82,315 shares; 2025Q3: 57,761 shares; 2025Q4: 7,822 shares; 2026Q1: 7,821 shares; 2026Q2: 8,501 shares 8,501 $200K 0.01% +680 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares; 2026Q1: 8,461 shares; 2026Q2: 8,212 shares 8,212 $199K 0.01% -249 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 215 shares; 2025Q1: 427 shares; 2025Q2: 1,236 shares; 2025Q3: 1,356 shares; 2025Q4: 1,275 shares; 2026Q1: 1,465 shares; 2026Q2: 1,474 shares 1,474 $199K 0.01% +9 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,570 shares; 2024Q4: 4,771 shares; 2025Q1: 4,687 shares; 2025Q2: 3,967 shares; 2025Q3: 3,967 shares; 2025Q4: 3,963 shares; 2026Q1: 3,922 shares; 2026Q2: 3,999 shares 3,999 $196K 0.01% +77 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,578 shares; 2024Q4: 5,192 shares; 2025Q1: 5,486 shares; 2025Q2: 5,512 shares; 2025Q3: 3,673 shares; 2025Q4: 3,680 shares; 2026Q1: 3,022 shares; 2026Q2: 4,023 shares 4,023 $196K 0.01% +1,001 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,311 shares; 2024Q4: 8,458 shares; 2025Q1: 8,608 shares; 2025Q2: 6,992 shares; 2025Q3: 18,696 shares; 2025Q4: 19,088 shares; 2026Q1: 19,492 shares; 2026Q2: 19,893 shares 19,893 $195K 0.01% +401 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 4,190 shares; 2026Q1: 4,190 shares; 2026Q2: 4,190 shares 4,190 $194K 0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 134 shares; 2025Q1: 137 shares; 2025Q2: 136 shares; 2025Q3: 181 shares; 2025Q4: 222 shares; 2026Q1: 329 shares; 2026Q2: 2,353 shares 2,353 $194K 0.01% +2,024 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,414 shares; 2026Q2: 4,414 shares 4,414 $194K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 15 shares; 2025Q1: 16 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 79 shares; 2026Q1: 80 shares; 2026Q2: 816 shares 816 $194K 0.01% +736 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,474 shares; 2024Q4: 32,219 shares; 2025Q1: 26,434 shares; 2025Q2: 6,581 shares; 2025Q3: 4,373 shares; 2025Q4: 4,373 shares; 2026Q1: 4,373 shares; 2026Q2: 4,100 shares 4,100 $193K 0.01% -273 Timeline JANP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,563 shares; 2026Q2: 5,563 shares 5,563 $193K 0.01% 0 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,403 shares; 2024Q4: 9,562 shares; 2025Q1: 9,726 shares; 2025Q2: 9,906 shares; 2025Q3: 12,384 shares; 2025Q4: 12,565 shares; 2026Q1: 12,757 shares; 2026Q2: 12,100 shares 12,100 $192K 0.01% -657 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,995 shares; 2024Q4: 6,613 shares; 2025Q1: 5,774 shares; 2025Q2: 4,295 shares; 2025Q3: 3,792 shares; 2025Q4: 3,474 shares; 2026Q1: 3,195 shares; 2026Q2: 3,041 shares 3,041 $192K 0.01% -154 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,055 shares; 2024Q4: 1,139 shares; 2025Q1: 1,357 shares; 2025Q2: 1,012 shares; 2025Q3: 943 shares; 2025Q4: 911 shares; 2026Q1: 866 shares; 2026Q2: 896 shares 896 $190K 0.01% +30 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 307 shares; 2025Q1: 304 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 708 shares 708 $188K 0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 45 shares; 2025Q2: 50 shares; 2025Q3: 51 shares; 2025Q4: 135 shares; 2026Q1: 46 shares; 2026Q2: 304 shares 304 $187K 0.01% +258 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,117 shares; 2025Q1: 682 shares; 2025Q2: 639 shares; 2025Q3: 679 shares; 2025Q4: 892 shares; 2026Q1: 777 shares; 2026Q2: 1,628 shares 1,628 $187K 0.01% +851 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,405 shares; 2024Q4: 5,419 shares; 2025Q1: 4,719 shares; 2025Q2: 4,430 shares; 2025Q3: 4,486 shares; 2025Q4: 4,545 shares; 2026Q1: 4,539 shares; 2026Q2: 4,593 shares 4,593 $187K 0.01% +54 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,536 shares; 2024Q4: 1,842 shares; 2025Q1: 2,431 shares; 2025Q2: 11,711 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 2,480 shares; 2026Q2: 2,471 shares 2,471 $187K 0.01% -9 Timeline ELMD ELECTROMED INC More: the full row for ELECTROMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,405 shares; 2025Q2: 5,405 shares; 2025Q3: 4,405 shares; 2025Q4: 4,405 shares; 2026Q1: 4,405 shares; 2026Q2: 4,405 shares 4,405 $186K 0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,600 shares; 2024Q4: 11,625 shares; 2025Q1: 4,938 shares; 2025Q2: 8,000 shares; 2025Q3: 4,627 shares; 2025Q4: 7,914 shares; 2026Q1: 3,916 shares; 2026Q2: 10,093 shares 10,093 $186K 0.01% +6,177 Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares; 2026Q1: 1,301 shares; 2026Q2: 1,501 shares 1,501 $186K 0.01% +200 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,004 shares; 2024Q4: 3,199 shares; 2025Q1: 3,099 shares; 2025Q2: 1,624 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares; 2026Q1: 1,864 shares; 2026Q2: 1,914 shares 1,914 $185K 0.01% +50 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,682 shares; 2024Q4: 1,680 shares; 2025Q1: 2,053 shares; 2025Q2: 1,547 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares; 2026Q1: 1,525 shares; 2026Q2: 1,526 shares 1,526 $185K 0.01% +1 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: 3,479 shares; 2025Q1: 3,486 shares; 2025Q2: 1,855 shares; 2025Q3: 1,864 shares; 2025Q4: 2,836 shares; 2026Q1: 2,633 shares; 2026Q2: 3,277 shares 3,277 $185K 0.01% +644 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 8,150 shares; 2026Q1: 8,150 shares; 2026Q2: 8,150 shares 8,150 $185K 0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,493 shares; 2024Q4: 4,181 shares; 2025Q1: 2,493 shares; 2025Q2: 2,244 shares; 2025Q3: 2,782 shares; 2025Q4: 2,783 shares; 2026Q1: 2,465 shares; 2026Q2: 1,765 shares 1,765 $184K 0.01% -700 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 961 shares; 2024Q4: 1,320 shares; 2025Q1: 1,349 shares; 2025Q2: 836 shares; 2025Q3: 782 shares; 2025Q4: 817 shares; 2026Q1: 913 shares; 2026Q2: 834 shares 834 $184K 0.01% -79 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,501 shares; 2025Q1: 15,356 shares; 2025Q2: 11,057 shares; 2025Q3: 9,907 shares; 2025Q4: 8,376 shares; 2026Q1: 7,639 shares; 2026Q2: 6,975 shares 6,975 $183K 0.01% -664 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567 shares; 2024Q4: 577 shares; 2025Q1: 525 shares; 2025Q2: 285 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 291 shares 291 $181K 0.01% -1 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432 shares; 2024Q4: 453 shares; 2025Q1: 761 shares; 2025Q2: 661 shares; 2025Q3: 740 shares; 2025Q4: 693 shares; 2026Q1: 788 shares; 2026Q2: 747 shares 747 $178K 0.01% -41 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 755 shares; 2025Q4: 1,592 shares; 2026Q1: 2,423 shares; 2026Q2: 4,418 shares 4,418 $177K 0.01% +1,995 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,336 shares; 2024Q4: 3,997 shares; 2025Q1: 3,827 shares; 2025Q2: 3,785 shares; 2025Q3: 3,892 shares; 2025Q4: 2,979 shares; 2026Q1: 2,567 shares; 2026Q2: 2,433 shares 2,433 $177K 0.01% -134 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 445 shares 445 $176K 0.01% +441 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151 shares; 2024Q4: 152 shares; 2025Q1: 477 shares; 2025Q2: 2,264 shares; 2025Q3: 2,264 shares; 2025Q4: 2,265 shares; 2026Q1: 2,300 shares; 2026Q2: 1,910 shares 1,910 $175K 0.01% -390 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,300 shares; 2026Q2: 6,300 shares 6,300 $175K 0.01% 0 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,747 shares; 2024Q4: 21,416 shares; 2025Q1: 80,581 shares; 2025Q2: 58,561 shares; 2025Q3: 48,761 shares; 2025Q4: 37,153 shares; 2026Q1: 3,822 shares; 2026Q2: 3,454 shares 3,454 $174K 0.01% -368 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,570 shares; 2025Q1: 16,304 shares; 2025Q2: 8,798 shares; 2025Q3: 6,116 shares; 2025Q4: 6,116 shares; 2026Q1: 6,116 shares; 2026Q2: 6,116 shares 6,116 $174K 0.01% 0 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,299 shares; 2024Q4: 17,752 shares; 2025Q1: 18,620 shares; 2025Q2: 19,173 shares; 2025Q3: 12,983 shares; 2025Q4: 13,311 shares; 2026Q1: 12,462 shares; 2026Q2: 12,743 shares 12,743 $174K 0.01% +281 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,364 shares; 2024Q4: 5,248 shares; 2025Q1: 5,116 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 3,600 shares; 2026Q1: 3,161 shares; 2026Q2: 2,961 shares 2,961 $173K 0.01% -200 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,221 shares; 2025Q1: 6,815 shares; 2025Q2: 6,231 shares; 2025Q3: 6,231 shares; 2025Q4: 6,231 shares; 2026Q1: 6,231 shares; 2026Q2: 6,231 shares 6,231 $173K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,290 shares; 2024Q4: 4,396 shares; 2025Q1: 6,357 shares; 2025Q2: 4,892 shares; 2025Q3: 4,703 shares; 2025Q4: 2,229 shares; 2026Q1: 2,660 shares; 2026Q2: 2,316 shares 2,316 $172K 0.01% -344 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 11,116 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $172K 0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,118 shares; 2024Q4: 115,192 shares; 2025Q1: 113,210 shares; 2025Q2: 89,011 shares; 2025Q3: 82,896 shares; 2025Q4: 5,975 shares; 2026Q1: 5,860 shares; 2026Q2: 3,649 shares 3,649 $171K 0.01% -2,211 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,167 shares; 2024Q4: 853 shares; 2025Q1: 764 shares; 2025Q2: 654 shares; 2025Q3: 1,386 shares; 2025Q4: 2,459 shares; 2026Q1: 1,668 shares; 2026Q2: 672 shares 672 $171K 0.01% -996 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,990 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,762 shares; 2026Q2: 2,762 shares 2,762 $170K 0.01% 0 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,405 shares; 2025Q1: 9,094 shares; 2025Q2: 5,413 shares; 2025Q3: 6,451 shares; 2025Q4: 6,711 shares; 2026Q1: 6,379 shares; 2026Q2: 6,777 shares 6,777 $170K 0.01% +398 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,753 shares; 2024Q4: 708 shares; 2025Q1: 888 shares; 2025Q2: 448 shares; 2025Q3: 383 shares; 2025Q4: 467 shares; 2026Q1: 4,021 shares; 2026Q2: 542 shares 542 $170K 0.01% -3,479 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,633 shares; 2024Q4: 69,649 shares; 2025Q1: 73,408 shares; 2025Q2: 5,184 shares; 2025Q3: 5,362 shares; 2025Q4: 5,380 shares; 2026Q1: 5,438 shares; 2026Q2: 5,454 shares 5,454 $170K 0.01% +16 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 286 shares; 2025Q2: 507 shares; 2025Q3: 1,020 shares; 2025Q4: 633 shares; 2026Q1: 220 shares; 2026Q2: 966 shares 966 $168K 0.01% +746 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 439 shares; 2025Q2: 440 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 427 shares; 2026Q2: 362 shares 362 $168K 0.01% -65 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411 shares; 2024Q4: 425 shares; 2025Q1: 417 shares; 2025Q2: 314 shares; 2025Q3: 311 shares; 2025Q4: 331 shares; 2026Q1: 400 shares; 2026Q2: 503 shares 503 $167K 0.01% +103 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,364 shares; 2024Q4: 2,365 shares; 2025Q1: 2,410 shares; 2025Q2: 2,388 shares; 2025Q3: 2,356 shares; 2025Q4: 2,396 shares; 2026Q1: 2,435 shares; 2026Q2: 2,418 shares 2,418 $167K 0.01% -17 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,579 shares; 2024Q4: 6,641 shares; 2025Q1: 7,025 shares; 2025Q2: 1,464 shares; 2025Q3: 1,371 shares; 2025Q4: 1,023 shares; 2026Q1: 525 shares; 2026Q2: 524 shares 524 $165K <0.01% -1 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,780 shares; 2025Q3: 441 shares; 2025Q4: 1,508 shares; 2026Q1: 444 shares; 2026Q2: 1,065 shares 1,065 $163K <0.01% +621 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 878 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 1,990 shares; 2026Q2: 1,521 shares 1,521 $163K <0.01% -469 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,538 shares; 2024Q4: 5,333 shares; 2025Q1: 5,106 shares; 2025Q2: 9,601 shares; 2025Q3: 4,249 shares; 2025Q4: 4,365 shares; 2026Q1: 1,248 shares; 2026Q2: 622 shares 622 $162K <0.01% -626 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,358 shares; 2024Q4: 1,360 shares; 2025Q1: 1,361 shares; 2025Q2: 1,926 shares; 2025Q3: 1,906 shares; 2025Q4: 3,906 shares; 2026Q1: 3,455 shares; 2026Q2: 3,199 shares 3,199 $162K <0.01% -256 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,768 shares; 2024Q4: 3,788 shares; 2025Q1: 3,278 shares; 2025Q2: 3,256 shares; 2025Q3: 1,978 shares; 2025Q4: 2,009 shares; 2026Q1: 2,011 shares; 2026Q2: 3,923 shares 3,923 $162K <0.01% +1,912 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,908 shares; 2024Q4: 24,908 shares; 2025Q1: 24,908 shares; 2025Q2: 24,908 shares; 2025Q3: 24,908 shares; 2025Q4: 24,908 shares; 2026Q1: 24,908 shares; 2026Q2: 24,908 shares 24,908 $161K <0.01% 0 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,331 shares; 2025Q1: 31,331 shares; 2025Q2: 29,487 shares; 2025Q3: 23,337 shares; 2025Q4: 5,276 shares; 2026Q1: 31,323 shares; 2026Q2: 5,276 shares 5,276 $160K <0.01% -26,047 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,486 shares; 2024Q4: 5,493 shares; 2025Q1: 5,500 shares; 2025Q2: 9,250 shares; 2025Q3: 2,371 shares; 2025Q4: 2,351 shares; 2026Q1: 2,162 shares; 2026Q2: 2,124 shares 2,124 $159K <0.01% -38 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,105 shares; 2024Q4: 4,188 shares; 2025Q1: 5,217 shares; 2025Q2: 2,145 shares; 2025Q3: 2,196 shares; 2025Q4: 2,097 shares; 2026Q1: 2,095 shares; 2026Q2: 2,064 shares 2,064 $159K <0.01% -31 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 16,472 shares; 2026Q2: 13,336 shares 13,336 $159K <0.01% -3,136 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,530 shares; 2025Q2: 2,378 shares; 2025Q3: 2,348 shares; 2025Q4: 2,113 shares; 2026Q1: 2,113 shares; 2026Q2: 2,113 shares 2,113 $158K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 4,113 shares; 2025Q1: 4,099 shares; 2025Q2: 4,102 shares; 2025Q3: 4,129 shares; 2025Q4: 1,473 shares; 2026Q1: 1,437 shares; 2026Q2: 2,814 shares 2,814 $158K <0.01% +1,377 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,666 shares; 2024Q4: 3,814 shares; 2025Q1: 5,873 shares; 2025Q2: 4,069 shares; 2025Q3: 6,218 shares; 2025Q4: 2,784 shares; 2026Q1: 2,633 shares; 2026Q2: 1,631 shares 1,631 $157K <0.01% -1,002 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,794 shares; 2024Q4: 3,794 shares; 2025Q1: 3,794 shares; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 3,261 shares; 2026Q1: 3,261 shares; 2026Q2: 3,261 shares 3,261 $156K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,371 shares; 2024Q4: 5,205 shares; 2025Q1: 3,977 shares; 2025Q2: 3,801 shares; 2025Q3: 3,592 shares; 2025Q4: 2,633 shares; 2026Q1: 2,536 shares; 2026Q2: 2,094 shares 2,094 $156K <0.01% -442 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,095 shares; 2024Q4: 10,379 shares; 2025Q1: 10,645 shares; 2025Q2: 5,994 shares; 2025Q3: 4,442 shares; 2025Q4: 1,470 shares; 2026Q1: 1,152 shares; 2026Q2: 5,375 shares 5,375 $155K <0.01% +4,223 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,610 shares; 2024Q4: 6,420 shares; 2025Q1: 13,444 shares; 2025Q2: 1,797 shares; 2025Q3: 1,972 shares; 2025Q4: 1,973 shares; 2026Q1: 1,656 shares; 2026Q2: 996 shares 996 $155K <0.01% -660 Timeline MNSB MAINSTREET BANCSHARES INC More: the full row for MAINSTREET BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,562 shares; 2024Q4: 6,562 shares; 2025Q1: 6,562 shares; 2025Q2: 6,562 shares; 2025Q3: 6,562 shares; 2025Q4: 6,562 shares; 2026Q1: 6,562 shares; 2026Q2: 6,257 shares 6,257 $154K <0.01% -305 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,966 shares; 2024Q4: 1,966 shares; 2025Q1: 1,948 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares; 2026Q2: 6,133 shares 6,133 $154K <0.01% +4,271 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 943 shares; 2025Q1: 1,267 shares; 2025Q2: 695 shares; 2025Q3: 483 shares; 2025Q4: 490 shares; 2026Q1: 651 shares; 2026Q2: 546 shares 546 $153K <0.01% -105 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: 8,846 shares; 2025Q1: 8,222 shares; 2025Q2: 537 shares; 2025Q3: 558 shares; 2025Q4: 6,309 shares; 2026Q1: 9,210 shares; 2026Q2: 1,489 shares 1,489 $153K <0.01% -7,721 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412 shares; 2024Q4: 76,067 shares; 2025Q1: 81,123 shares; 2025Q2: 1,984 shares; 2025Q3: 1,992 shares; 2025Q4: 53,492 shares; 2026Q1: 1,990 shares; 2026Q2: 2,039 shares 2,039 $153K <0.01% +49 Timeline PVLA PALVELLA THERAPEUTICS INC NE More: the full row for PALVELLA THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 1,016 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $153K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660,746 shares; 2024Q4: 682,020 shares; 2025Q1: 681,031 shares; 2025Q2: 288,779 shares; 2025Q3: 3,749 shares; 2025Q4: 4,608 shares; 2026Q1: 4,557 shares; 2026Q2: 2,600 shares 2,600 $151K <0.01% -1,957 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,804 shares; 2024Q4: 2,669 shares; 2025Q1: 2,631 shares; 2025Q2: 1,089 shares; 2025Q3: 1,090 shares; 2025Q4: 1,092 shares; 2026Q1: 1,093 shares; 2026Q2: 1,080 shares 1,080 $151K <0.01% -13 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,764 shares; 2024Q4: 12,569 shares; 2025Q1: 11,698 shares; 2025Q2: 3,319 shares; 2025Q3: 3,208 shares; 2025Q4: 3,162 shares; 2026Q1: 3,150 shares; 2026Q2: 3,167 shares 3,167 $151K <0.01% +17 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,500 shares; 2024Q4: 24,500 shares; 2025Q1: 24,500 shares; 2025Q2: 19,500 shares; 2025Q3: 19,500 shares; 2025Q4: 19,500 shares; 2026Q1: 19,500 shares; 2026Q2: 19,500 shares 19,500 $148K <0.01% 0 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,356 shares; 2024Q4: 17,357 shares; 2025Q1: 13,121 shares; 2025Q2: 6,895 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares; 2026Q1: 3,009 shares; 2026Q2: 3,009 shares 3,009 $148K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488 shares; 2024Q4: 1,970 shares; 2025Q1: 1,670 shares; 2025Q2: 2,218 shares; 2025Q3: 1,568 shares; 2025Q4: 1,568 shares; 2026Q1: 2,218 shares; 2026Q2: 2,718 shares 2,718 $148K <0.01% +500 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,805 shares; 2025Q1: 2,237 shares; 2025Q2: 3,882 shares; 2025Q3: 3,882 shares; 2025Q4: 3,882 shares; 2026Q1: 3,882 shares; 2026Q2: 3,552 shares 3,552 $148K <0.01% -330 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,071 shares; 2025Q4: 3,080 shares; 2026Q1: 3,335 shares; 2026Q2: 5,835 shares 5,835 $148K <0.01% +2,500 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $148K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,561 shares; 2024Q4: 11,009 shares; 2025Q1: 3,508 shares; 2025Q2: 2,528 shares; 2025Q3: 2,827 shares; 2025Q4: 2,971 shares; 2026Q1: 3,938 shares; 2026Q2: 4,343 shares 4,343 $147K <0.01% +405 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223 shares; 2024Q4: 1,226 shares; 2025Q1: 1,252 shares; 2025Q2: 2,978 shares; 2025Q3: 3,206 shares; 2025Q4: 1,439 shares; 2026Q1: 1,364 shares; 2026Q2: 1,243 shares 1,243 $147K <0.01% -121 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,012 shares 2,012 $146K <0.01% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905 shares; 2024Q4: 918 shares; 2025Q1: 924 shares; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $145K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,694 shares; 2024Q4: 1,677 shares; 2025Q1: 1,590 shares; 2025Q2: 3,449 shares; 2025Q3: 697 shares; 2025Q4: 740 shares; 2026Q1: 819 shares; 2026Q2: 938 shares 938 $145K <0.01% +119 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,963 shares; 2024Q4: 12,001 shares; 2025Q1: 11,115 shares; 2025Q2: 10,023 shares; 2025Q3: 7,530 shares; 2025Q4: 7,003 shares; 2026Q1: 5,872 shares; 2026Q2: 2,909 shares 2,909 $144K <0.01% -2,963 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,774 shares; 2024Q4: 9,774 shares; 2025Q1: 7,112 shares; 2025Q2: 7,112 shares; 2025Q3: 7,112 shares; 2025Q4: 7,112 shares; 2026Q1: 6,392 shares; 2026Q2: 3,433 shares 3,433 $142K <0.01% -2,959 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,394 shares; 2024Q4: 5,395 shares; 2025Q1: 5,395 shares; 2025Q2: 5,395 shares; 2025Q3: 2,642 shares; 2025Q4: 2,642 shares; 2026Q1: 2,642 shares; 2026Q2: 2,642 shares 2,642 $142K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,739 shares; 2025Q1: 500 shares; 2025Q2: 6,566 shares; 2025Q3: 7,946 shares; 2025Q4: 6,920 shares; 2026Q1: 6,920 shares; 2026Q2: 5,900 shares 5,900 $142K <0.01% -1,020 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 263 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 2,974 shares; 2026Q2: 3,851 shares 3,851 $140K <0.01% +877 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 750 shares; 2025Q4: 4,700 shares; 2026Q1: 4,200 shares; 2026Q2: 4,205 shares 4,205 $139K <0.01% +5 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,007 shares; 2024Q4: 7,007 shares; 2025Q1: 10,007 shares; 2025Q2: 10,007 shares; 2025Q3: 12,007 shares; 2025Q4: 12,007 shares; 2026Q1: 12,007 shares; 2026Q2: 12,007 shares 12,007 $139K <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,637 shares; 2024Q4: 6,605 shares; 2025Q1: 6,640 shares; 2025Q2: 5,524 shares; 2025Q3: 5,706 shares; 2025Q4: 5,522 shares; 2026Q1: 5,812 shares; 2026Q2: 5,963 shares 5,963 $138K <0.01% +151 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,913 shares; 2024Q4: 3,330 shares; 2025Q1: 2,789 shares; 2025Q2: 5,087 shares; 2025Q3: 2,080 shares; 2025Q4: 5,800 shares; 2026Q1: 1,821 shares; 2026Q2: 1,470 shares 1,470 $138K <0.01% -351 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,990 shares; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares; 2026Q1: 2,990 shares; 2026Q2: 2,990 shares 2,990 $138K <0.01% 0 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 481 shares; 2026Q1: 481 shares; 2026Q2: 481 shares 481 $137K <0.01% 0 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: 263 shares; 2025Q4: 2,837 shares; 2026Q1: 6,042 shares; 2026Q2: 4,048 shares 4,048 $137K <0.01% -1,994 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,052 shares; 2024Q4: 1,242 shares; 2025Q1: 1,415 shares; 2025Q2: 1,015 shares; 2025Q3: 774 shares; 2025Q4: 694 shares; 2026Q1: 691 shares; 2026Q2: 660 shares 660 $136K <0.01% -31 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,215 shares; 2024Q4: 114,521 shares; 2025Q1: 6,482 shares; 2025Q2: 2,927 shares; 2025Q3: 2,927 shares; 2025Q4: 2,927 shares; 2026Q1: 2,922 shares; 2026Q2: 2,695 shares 2,695 $136K <0.01% -227 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 654 shares; 2025Q1: 214 shares; 2025Q2: 212 shares; 2025Q3: 211 shares; 2025Q4: 228 shares; 2026Q1: 212 shares; 2026Q2: 570 shares 570 $136K <0.01% +358 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,425 shares; 2024Q4: 8,400 shares; 2025Q1: 9,370 shares; 2025Q2: 7,606 shares; 2025Q3: 7,603 shares; 2025Q4: 7,458 shares; 2026Q1: 8,458 shares; 2026Q2: 7,458 shares 7,458 $136K <0.01% -1,000 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,927 shares; 2024Q4: 1,961 shares; 2025Q1: 2,056 shares; 2025Q2: 2,373 shares; 2025Q3: 1,217 shares; 2025Q4: 1,127 shares; 2026Q1: 1,216 shares; 2026Q2: 1,106 shares 1,106 $135K <0.01% -110 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,684 shares; 2024Q4: 3,683 shares; 2025Q1: 3,724 shares; 2025Q2: 3,095 shares; 2025Q3: 3,334 shares; 2025Q4: 3,272 shares; 2026Q1: 3,046 shares; 2026Q2: 1,296 shares 1,296 $135K <0.01% -1,750 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,058 shares; 2024Q4: 14,581 shares; 2025Q1: 14,406 shares; 2025Q2: 7,973 shares; 2025Q3: 7,619 shares; 2025Q4: 3,967 shares; 2026Q1: 2,725 shares; 2026Q2: 2,470 shares 2,470 $134K <0.01% -255 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,072 shares; 2024Q4: 2,546 shares; 2025Q1: 2,802 shares; 2025Q2: 1,337 shares; 2025Q3: 1,258 shares; 2025Q4: 1,272 shares; 2026Q1: 9,916 shares; 2026Q2: 1,505 shares 1,505 $134K <0.01% -8,411 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,831 shares; 2025Q1: 4,903 shares; 2025Q2: 4,958 shares; 2025Q3: 5,016 shares; 2025Q4: 5,095 shares; 2026Q1: 5,126 shares; 2026Q2: 5,183 shares 5,183 $133K <0.01% +57 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,674 shares; 2025Q1: 3,741 shares; 2025Q2: 871 shares; 2025Q3: 872 shares; 2025Q4: 1,473 shares; 2026Q1: 876 shares; 2026Q2: 861 shares 861 $133K <0.01% -15 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,773 shares; 2024Q4: 20,803 shares; 2025Q1: 20,653 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 626 shares; 2026Q2: 613 shares 613 $133K <0.01% -13 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,530 shares; 2024Q4: 39,270 shares; 2025Q1: 73,398 shares; 2025Q2: 69,685 shares; 2025Q3: 42,149 shares; 2025Q4: 35,396 shares; 2026Q1: 4,962 shares; 2026Q2: 2,805 shares 2,805 $133K <0.01% -2,157 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,018 shares; 2024Q4: 2,025 shares; 2025Q1: 2,075 shares; 2025Q2: 1,162 shares; 2025Q3: 1,087 shares; 2025Q4: 1,084 shares; 2026Q1: 650 shares; 2026Q2: 682 shares 682 $133K <0.01% +32 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,329 shares; 2024Q4: 12,329 shares; 2025Q1: 12,329 shares; 2025Q2: 12,329 shares; 2025Q3: 12,329 shares; 2025Q4: 12,329 shares; 2026Q1: 12,329 shares; 2026Q2: 12,329 shares 12,329 $132K <0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,084 shares; 2024Q4: 127,812 shares; 2025Q1: 139,662 shares; 2025Q2: 143,056 shares; 2025Q3: 10,968 shares; 2025Q4: 13,764 shares; 2026Q1: 13,764 shares; 2026Q2: 12,540 shares 12,540 $132K <0.01% -1,224 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,680 shares; 2024Q4: 5,130 shares; 2025Q1: 5,148 shares; 2025Q2: 5,089 shares; 2025Q3: 4,716 shares; 2025Q4: 2,119 shares; 2026Q1: 3,525 shares; 2026Q2: 1,930 shares 1,930 $132K <0.01% -1,595 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: not reported; 2025Q4: 638 shares; 2026Q1: not reported; 2026Q2: 638 shares 638 $132K <0.01% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 336 shares 336 $132K <0.01% +311 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,093 shares; 2024Q4: 8,499 shares; 2025Q1: 9,697 shares; 2025Q2: 8,848 shares; 2025Q3: 2,082 shares; 2025Q4: 6,786 shares; 2026Q1: 8,843 shares; 2026Q2: 771 shares 771 $131K <0.01% -8,072 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 816 shares; 2025Q1: 818 shares; 2025Q2: 867 shares; 2025Q3: 868 shares; 2025Q4: 821 shares; 2026Q1: 822 shares; 2026Q2: 823 shares 823 $129K <0.01% +1 Timeline HAUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares; 2026Q2: 6,800 shares 6,800 $128K <0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,570 shares; 2025Q1: 5,770 shares; 2025Q2: 4,819 shares; 2025Q3: 3,859 shares; 2025Q4: 3,325 shares; 2026Q1: 4,271 shares; 2026Q2: 3,442 shares 3,442 $128K <0.01% -829 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,508 shares; 2024Q4: 462 shares; 2025Q1: 318 shares; 2025Q2: 175 shares; 2025Q3: 177 shares; 2025Q4: 2,117 shares; 2026Q1: 174 shares; 2026Q2: 239 shares 239 $126K <0.01% +65 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,064 shares; 2024Q4: 4,029 shares; 2025Q1: 8,463 shares; 2025Q2: 4,010 shares; 2025Q3: 8,544 shares; 2025Q4: 6,668 shares; 2026Q1: 4,509 shares; 2026Q2: 1,728 shares 1,728 $125K <0.01% -2,781 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,415 shares; 2025Q1: 3,896 shares; 2025Q2: 5,193 shares; 2025Q3: 4,803 shares; 2025Q4: 3,759 shares; 2026Q1: 3,815 shares; 2026Q2: 2,385 shares 2,385 $125K <0.01% -1,430 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,857 shares; 2024Q4: 6,573 shares; 2025Q1: 6,210 shares; 2025Q2: 3,540 shares; 2025Q3: 3,240 shares; 2025Q4: 3,240 shares; 2026Q1: 3,239 shares; 2026Q2: 3,239 shares 3,239 $125K <0.01% 0 Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,394 shares; 2024Q4: 4,437 shares; 2025Q1: 4,468 shares; 2025Q2: 4,495 shares; 2025Q3: 4,517 shares; 2025Q4: 4,537 shares; 2026Q1: 4,554 shares; 2026Q2: 4,569 shares 4,569 $124K <0.01% +15 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,953 shares; 2024Q4: 1,952 shares; 2025Q1: 1,752 shares; 2025Q2: 1,267 shares; 2025Q3: 967 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 766 shares 766 $124K <0.01% +1 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,231 shares; 2026Q2: 1,231 shares 1,231 $121K <0.01% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 662 shares; 2025Q4: not reported; 2026Q1: 5,304 shares; 2026Q2: 5,305 shares 5,305 $121K <0.01% +1 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,185 shares; 2024Q4: 2,145 shares; 2025Q1: 1,973 shares; 2025Q2: 1,181 shares; 2025Q3: 1,406 shares; 2025Q4: 1,200 shares; 2026Q1: 1,115 shares; 2026Q2: 1,121 shares 1,121 $121K <0.01% +6 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,951 shares; 2024Q4: 3,923 shares; 2025Q1: 3,972 shares; 2025Q2: 4,003 shares; 2025Q3: 3,943 shares; 2025Q4: 3,969 shares; 2026Q1: 3,959 shares; 2026Q2: 4,004 shares 4,004 $121K <0.01% +45 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares; 2025Q4: 1,914 shares; 2026Q1: 1,901 shares; 2026Q2: 1,469 shares 1,469 $121K <0.01% -432 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 2,078 shares; 2025Q4: 2,102 shares; 2026Q1: 2,287 shares; 2026Q2: 2,022 shares 2,022 $121K <0.01% -265 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 987 shares; 2024Q4: 989 shares; 2025Q1: 1,144 shares; 2025Q2: 1,624 shares; 2025Q3: 606 shares; 2025Q4: 1,527 shares; 2026Q1: 1,218 shares; 2026Q2: 1,243 shares 1,243 $120K <0.01% +25 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,645 shares; 2024Q4: 6,645 shares; 2025Q1: 6,645 shares; 2025Q2: 6,645 shares; 2025Q3: 7,930 shares; 2025Q4: not reported; 2026Q1: 7,015 shares; 2026Q2: 7,015 shares 7,015 $119K <0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 390 shares; 2025Q1: 428 shares; 2025Q2: 147 shares; 2025Q3: 176 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 485 shares 485 $119K <0.01% +5 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,248 shares; 2024Q4: 5,626 shares; 2025Q1: 5,845 shares; 2025Q2: 7,015 shares; 2025Q3: 6,331 shares; 2025Q4: 7,159 shares; 2026Q1: 7,372 shares; 2026Q2: 6,640 shares 6,640 $118K <0.01% -732 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 881 shares; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 964 shares 964 $118K <0.01% +500 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,691 shares; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,691 shares; 2026Q1: 1,691 shares; 2026Q2: 1,691 shares 1,691 $118K <0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,126 shares; 2025Q4: 2,136 shares; 2026Q1: 28 shares; 2026Q2: 243 shares 243 $117K <0.01% +215 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,689 shares; 2024Q4: 3,033 shares; 2025Q1: 3,431 shares; 2025Q2: 419 shares; 2025Q3: 475 shares; 2025Q4: 472 shares; 2026Q1: 577 shares; 2026Q2: 560 shares 560 $117K <0.01% -17 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,488 shares; 2024Q4: 7,371 shares; 2025Q1: 2,391 shares; 2025Q2: 4,549 shares; 2025Q3: 5,499 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 431 shares 431 $117K <0.01% +1 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198 shares; 2024Q4: 196 shares; 2025Q1: 194 shares; 2025Q2: 118 shares; 2025Q3: 109 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 690 shares 690 $116K <0.01% +651 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 639 shares; 2025Q1: 541 shares; 2025Q2: 490 shares; 2025Q3: 488 shares; 2025Q4: 465 shares; 2026Q1: 461 shares; 2026Q2: 412 shares 412 $115K <0.01% -49 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,243 shares; 2025Q1: 5,984 shares; 2025Q2: 4,511 shares; 2025Q3: 4,325 shares; 2025Q4: 3,006 shares; 2026Q1: 2,246 shares; 2026Q2: 2,946 shares 2,946 $115K <0.01% +700 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,904 shares; 2024Q4: 1,752 shares; 2025Q1: 5,712 shares; 2025Q2: 5,052 shares; 2025Q3: 1,456 shares; 2025Q4: 1,533 shares; 2026Q1: 802 shares; 2026Q2: 681 shares 681 $114K <0.01% -121 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 528 shares; 2025Q1: 859 shares; 2025Q2: 869 shares; 2025Q3: 806 shares; 2025Q4: 617 shares; 2026Q1: 608 shares; 2026Q2: 778 shares 778 $114K <0.01% +170 Timeline NORW GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,556 shares; 2024Q4: 3,556 shares; 2025Q1: 3,555 shares; 2025Q2: 12,468 shares; 2025Q3: 3,555 shares; 2025Q4: 3,555 shares; 2026Q1: 3,555 shares; 2026Q2: 3,555 shares 3,555 $114K <0.01% 0 Timeline XAGDX ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,887 shares; 2024Q4: 9,632 shares; 2025Q1: 9,270 shares; 2025Q2: 9,560 shares; 2025Q3: 9,823 shares; 2025Q4: 10,019 shares; 2026Q1: 9,909 shares; 2026Q2: 9,368 shares 9,368 $113K <0.01% -541 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,350 shares; 2025Q2: 8,444 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares; 2026Q1: 8,300 shares; 2026Q2: 8,300 shares 8,300 $113K <0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,420 shares; 2025Q2: 1,370 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares; 2026Q1: 2,298 shares; 2026Q2: 2,419 shares 2,419 $113K <0.01% +121 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,005 shares 1,005 $112K <0.01% +5 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 968 shares; 2025Q3: 1,035 shares; 2025Q4: 2,621 shares; 2026Q1: 1,979 shares; 2026Q2: 2,038 shares 2,038 $111K <0.01% +59 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,513 shares 1,513 $111K <0.01% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 2,864 shares; 2025Q1: 5,068 shares; 2025Q2: 5,606 shares; 2025Q3: 5,228 shares; 2025Q4: 5,228 shares; 2026Q1: 5,276 shares; 2026Q2: 4,446 shares 4,446 $111K <0.01% -830 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 225 shares; 2025Q1: 240 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 11,325 shares; 2026Q1: 168 shares; 2026Q2: 223 shares 223 $111K <0.01% +55 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,813 shares; 2024Q4: 2,814 shares; 2025Q1: 2,814 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 703 shares; 2026Q1: 703 shares; 2026Q2: 703 shares 703 $110K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824 shares; 2024Q4: 824 shares; 2025Q1: 6,259 shares; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares; 2025Q4: 2,215 shares; 2026Q1: 2,215 shares; 2026Q2: 3,115 shares 3,115 $110K <0.01% +900 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,096 shares; 2025Q3: 1,335 shares; 2025Q4: 1,093 shares; 2026Q1: 1,077 shares; 2026Q2: 1,077 shares 1,077 $110K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513 shares; 2024Q4: 733 shares; 2025Q1: 731 shares; 2025Q2: 704 shares; 2025Q3: 741 shares; 2025Q4: 830 shares; 2026Q1: 766 shares; 2026Q2: 567 shares 567 $110K <0.01% -199 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,518 shares; 2024Q4: 24,264 shares; 2025Q1: 19,591 shares; 2025Q2: 395 shares; 2025Q3: 20,640 shares; 2025Q4: 951 shares; 2026Q1: 1,228 shares; 2026Q2: 880 shares 880 $109K <0.01% -348 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,329 shares; 2024Q4: 117,859 shares; 2025Q1: 117,483 shares; 2025Q2: 4,639 shares; 2025Q3: 3,805 shares; 2025Q4: 3,837 shares; 2026Q1: 3,820 shares; 2026Q2: 3,817 shares 3,817 $108K <0.01% -3 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 7,500 shares; 2026Q2: 8,500 shares 8,500 $107K <0.01% +1,000 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,935 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 2,524 shares; 2025Q4: 2,524 shares; 2026Q1: 2,524 shares; 2026Q2: 2,524 shares 2,524 $107K <0.01% 0 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356 shares; 2024Q4: 1,258 shares; 2025Q1: 1,189 shares; 2025Q2: 1,191 shares; 2025Q3: 1,192 shares; 2025Q4: 922 shares; 2026Q1: 923 shares; 2026Q2: 923 shares 923 $107K <0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531 shares; 2024Q4: 643 shares; 2025Q1: 655 shares; 2025Q2: 616 shares; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: 713 shares; 2026Q2: 613 shares 613 $106K <0.01% -100 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,849 shares; 2024Q4: 11,892 shares; 2025Q1: 11,914 shares; 2025Q2: 11,949 shares; 2025Q3: 11,986 shares; 2025Q4: 10,041 shares; 2026Q1: 12,583 shares; 2026Q2: 10,041 shares 10,041 $106K <0.01% -2,542 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,247 shares; 2024Q4: 26,488 shares; 2025Q1: 41,671 shares; 2025Q2: 2,209 shares; 2025Q3: 27,003 shares; 2025Q4: 3,049 shares; 2026Q1: 2,552 shares; 2026Q2: 2,441 shares 2,441 $105K <0.01% -111 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 2,644 shares 2,644 $105K <0.01% +2,244 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 271 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 293 shares; 2026Q2: 279 shares 279 $105K <0.01% -14 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $104K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 2,059 shares; 2025Q2: 1,814 shares; 2025Q3: 1,814 shares; 2025Q4: 1,814 shares; 2026Q1: 1,814 shares; 2026Q2: 1,803 shares 1,803 $104K <0.01% -11 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,887 shares; 2024Q4: 3,104 shares; 2025Q1: 3,488 shares; 2025Q2: 1,489 shares; 2025Q3: 1,487 shares; 2025Q4: 1,184 shares; 2026Q1: 919 shares; 2026Q2: 579 shares 579 $104K <0.01% -340 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $104K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,795 shares; 2024Q4: 1,828 shares; 2025Q1: 1,859 shares; 2025Q2: 1,408 shares; 2025Q3: 1,239 shares; 2025Q4: 1,200 shares; 2026Q1: 1,141 shares; 2026Q2: 1,053 shares 1,053 $104K <0.01% -88 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,343 shares; 2024Q4: 1,901 shares; 2025Q1: 1,756 shares; 2025Q2: 1,306 shares; 2025Q3: 1,404 shares; 2025Q4: 1,312 shares; 2026Q1: 1,117 shares; 2026Q2: 1,352 shares 1,352 $103K <0.01% +235 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,490 shares; 2024Q4: 3,389 shares; 2025Q1: 8,558 shares; 2025Q2: 2,480 shares; 2025Q3: 2,257 shares; 2025Q4: 2,109 shares; 2026Q1: 2,111 shares; 2026Q2: 2,115 shares 2,115 $103K <0.01% +4 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 705 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 793 shares; 2026Q2: 793 shares 793 $102K <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 2,746 shares; 2025Q2: 1,913 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 1,513 shares; 2026Q2: 1,513 shares 1,513 $102K <0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 3,052 shares; 2025Q2: 2,997 shares; 2025Q3: 2,316 shares; 2025Q4: 1,646 shares; 2026Q1: 1,426 shares; 2026Q2: 1,426 shares 1,426 $102K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,275 shares; 2024Q4: 9,456 shares; 2025Q1: 9,872 shares; 2025Q2: 5,237 shares; 2025Q3: 6,492 shares; 2025Q4: 5,213 shares; 2026Q1: 3,998 shares; 2026Q2: 2,475 shares 2,475 $102K <0.01% -1,523 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349 shares; 2024Q4: 349 shares; 2025Q1: 1,902 shares; 2025Q2: 1,254 shares; 2025Q3: 1,405 shares; 2025Q4: 1,608 shares; 2026Q1: 1,103 shares; 2026Q2: 1,353 shares 1,353 $101K <0.01% +250 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,098 shares; 2026Q2: 1,106 shares 1,106 $101K <0.01% -4,992 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 1,907 shares; 2026Q1: 967 shares; 2026Q2: 981 shares 981 $101K <0.01% +14 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,497 shares; 2024Q4: 3,273 shares; 2025Q1: 1,460 shares; 2025Q2: 2,414 shares; 2025Q3: 1,247 shares; 2025Q4: 1,339 shares; 2026Q1: 1,247 shares; 2026Q2: 1,245 shares 1,245 $101K <0.01% -2 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,478 shares; 2025Q1: 18,652 shares; 2025Q2: 18,954 shares; 2025Q3: 18,570 shares; 2025Q4: 21,164 shares; 2026Q1: 26,919 shares; 2026Q2: 11,229 shares 11,229 $100K <0.01% -15,690 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,898 shares; 2026Q1: 3,950 shares; 2026Q2: 3,950 shares 3,950 $99.9K <0.01% 0 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $99.5K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,406 shares; 2024Q4: 6,895 shares; 2025Q1: 6,695 shares; 2025Q2: 6,157 shares; 2025Q3: 5,812 shares; 2025Q4: 5,495 shares; 2026Q1: 5,495 shares; 2026Q2: 4,845 shares 4,845 $99.3K <0.01% -650 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,298 shares; 2024Q4: 3,285 shares; 2025Q1: 273 shares; 2025Q2: 6,104 shares; 2025Q3: 7,113 shares; 2025Q4: 688 shares; 2026Q1: 398 shares; 2026Q2: 216 shares 216 $99.2K <0.01% -182 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,489 shares; 2024Q4: 1,239 shares; 2025Q1: 1,294 shares; 2025Q2: 5,275 shares; 2025Q3: 5,352 shares; 2025Q4: 2,850 shares; 2026Q1: 2,150 shares; 2026Q2: 1,987 shares 1,987 $98.1K <0.01% -163 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 24 shares; 2025Q1: 23 shares; 2025Q2: 52 shares; 2025Q3: 485 shares; 2025Q4: 38 shares; 2026Q1: 37 shares; 2026Q2: 187 shares 187 $97.8K <0.01% +150 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $97.6K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 36 shares; 2025Q1: 7,923 shares; 2025Q2: 57 shares; 2025Q3: 5,828 shares; 2025Q4: 340 shares; 2026Q1: 84 shares; 2026Q2: 242 shares 242 $96.2K <0.01% +158 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $95.6K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,135 shares; 2024Q4: 3,431 shares; 2025Q1: 3,473 shares; 2025Q2: 2,953 shares; 2025Q3: 701 shares; 2025Q4: 489 shares; 2026Q1: 250 shares; 2026Q2: 303 shares 303 $95.6K <0.01% +53 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,839 shares; 2024Q4: 2,320 shares; 2025Q1: 1,431 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $95.4K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 564 shares; 2025Q2: 381 shares; 2025Q3: 357 shares; 2025Q4: 115 shares; 2026Q1: 537 shares; 2026Q2: 1,095 shares 1,095 $94.9K <0.01% +558 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 787 shares; 2026Q2: 787 shares 787 $94.7K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: 1,705 shares; 2025Q1: 220 shares; 2025Q2: 131 shares; 2025Q3: 413 shares; 2025Q4: 1,619 shares; 2026Q1: 354 shares; 2026Q2: 349 shares 349 $94.1K <0.01% -5 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 746 shares; 2024Q4: 775 shares; 2025Q1: 779 shares; 2025Q2: 345 shares; 2025Q3: 347 shares; 2025Q4: 348 shares; 2026Q1: 328 shares; 2026Q2: 429 shares 429 $94K <0.01% +101 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,943 shares; 2024Q4: 8,820 shares; 2025Q1: 9,403 shares; 2025Q2: 8,690 shares; 2025Q3: 9,075 shares; 2025Q4: 3,199 shares; 2026Q1: 3,199 shares; 2026Q2: 3,199 shares 3,199 $93.5K <0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,974 shares; 2024Q4: 4,673 shares; 2025Q1: 4,641 shares; 2025Q2: 1,026 shares; 2025Q3: 994 shares; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 826 shares 826 $93.5K <0.01% -44 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882 shares; 2024Q4: 653 shares; 2025Q1: 839 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 913 shares; 2026Q2: 622 shares 622 $93.4K <0.01% -291 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,833 shares; 2024Q4: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,755 shares; 2025Q3: 1,756 shares; 2025Q4: 957 shares; 2026Q1: 957 shares; 2026Q2: 957 shares 957 $93.2K <0.01% 0 Timeline AORT ARTIVION INC More: the full row for ARTIVION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,134 shares 4,134 $92.9K <0.01% new Timeline