VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,420 shares; 2024Q4: 122,194 shares; 2025Q1: 116,879 shares; 2025Q2: 92,481 shares; 2025Q3: 90,434 shares; 2025Q4: 89,331 shares; 2026Q1: 92,133 shares; 2026Q2: 735,402 shares 735,402 $63.3M 3.17% +643,269 Timeline AVUS 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: 409,451 shares; 2024Q4: 408,830 shares; 2025Q1: 426,888 shares; 2025Q2: 463,135 shares; 2025Q3: 465,836 shares; 2025Q4: 465,389 shares; 2026Q1: 448,633 shares; 2026Q2: 440,816 shares 440,816 $56.5M 2.82% -7,817 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,356 shares; 2024Q4: 365,827 shares; 2025Q1: 397,743 shares; 2025Q2: 404,001 shares; 2025Q3: 349,014 shares; 2025Q4: 207,983 shares; 2026Q1: 207,546 shares; 2026Q2: 233,671 shares 233,671 $50.9M 2.54% +26,125 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 772,422 shares; 2024Q4: 680,112 shares; 2025Q1: 734,298 shares; 2025Q2: 696,052 shares; 2025Q3: 666,154 shares; 2025Q4: 697,416 shares; 2026Q1: 767,496 shares; 2026Q2: 1,001,508 shares 1,001,508 $46.2M 2.31% +234,012 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,957 shares; 2024Q4: 246,449 shares; 2025Q1: 247,844 shares; 2025Q2: 217,655 shares; 2025Q3: 262,218 shares; 2025Q4: 251,420 shares; 2026Q1: 243,059 shares; 2026Q2: 229,352 shares 229,352 $45.9M 2.29% -13,707 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,894 shares; 2024Q4: 554,230 shares; 2025Q1: 777,988 shares; 2025Q2: 781,862 shares; 2025Q3: 835,703 shares; 2025Q4: 876,773 shares; 2026Q1: 1,371,683 shares; 2026Q2: 1,526,575 shares 1,526,575 $34.8M 1.74% +154,892 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,236 shares; 2024Q4: 158,943 shares; 2025Q1: 163,762 shares; 2025Q2: 132,183 shares; 2025Q3: 137,200 shares; 2025Q4: 118,700 shares; 2026Q1: 119,814 shares; 2026Q2: 114,143 shares 114,143 $33M 1.65% -5,671 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: 252,092 shares; 2024Q4: 263,124 shares; 2025Q1: 272,048 shares; 2025Q2: 286,578 shares; 2025Q3: 288,301 shares; 2025Q4: 359,717 shares; 2026Q1: 352,164 shares; 2026Q2: 355,855 shares 355,855 $31.7M 1.59% +3,691 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,555 shares; 2024Q4: 371,528 shares; 2025Q1: 376,471 shares; 2025Q2: 392,255 shares; 2025Q3: 448,000 shares; 2025Q4: 452,646 shares; 2026Q1: 389,605 shares; 2026Q2: 401,142 shares 401,142 $27.3M 1.36% +11,537 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,069 shares; 2024Q4: 274,197 shares; 2025Q1: 294,801 shares; 2025Q2: 262,485 shares; 2025Q3: 257,636 shares; 2025Q4: 250,618 shares; 2026Q1: 254,230 shares; 2026Q2: 269,316 shares 269,316 $23.7M 1.18% +15,086 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 94,315 shares; 2025Q1: 287,468 shares; 2025Q2: 415,294 shares; 2025Q3: 430,383 shares; 2025Q4: 454,697 shares; 2026Q1: 481,031 shares; 2026Q2: 500,616 shares 500,616 $23.6M 1.18% +19,585 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,855 shares; 2024Q4: 71,328 shares; 2025Q1: 71,360 shares; 2025Q2: 73,075 shares; 2025Q3: 76,476 shares; 2025Q4: 66,695 shares; 2026Q1: 66,464 shares; 2026Q2: 64,947 shares 64,947 $23.2M 1.16% -1,517 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,368 shares; 2024Q4: 25,488 shares; 2025Q1: 24,957 shares; 2025Q2: 24,859 shares; 2025Q3: 25,461 shares; 2025Q4: 15,096 shares; 2026Q1: 25,359 shares; 2026Q2: 29,321 shares 29,321 $22M 1.1% +3,962 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,384 shares; 2024Q4: 197,610 shares; 2025Q1: 208,932 shares; 2025Q2: 191,369 shares; 2025Q3: 186,018 shares; 2025Q4: 139,931 shares; 2026Q1: 137,494 shares; 2026Q2: 98,933 shares 98,933 $21.7M 1.08% -38,561 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,080 shares; 2024Q4: 29,699 shares; 2025Q1: 30,906 shares; 2025Q2: 29,879 shares; 2025Q3: 30,132 shares; 2025Q4: 27,476 shares; 2026Q1: 27,760 shares; 2026Q2: 27,842 shares 27,842 $20.8M 1.04% +82 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,799 shares; 2024Q4: 106,801 shares; 2025Q1: 110,263 shares; 2025Q2: 93,884 shares; 2025Q3: 100,938 shares; 2025Q4: 80,681 shares; 2026Q1: 82,571 shares; 2026Q2: 80,162 shares 80,162 $19.1M 0.95% -2,409 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,414 shares; 2024Q4: 59,271 shares; 2025Q1: 57,954 shares; 2025Q2: 57,605 shares; 2025Q3: 59,653 shares; 2025Q4: 46,368 shares; 2026Q1: 47,889 shares; 2026Q2: 49,368 shares 49,368 $18.4M 0.92% +1,479 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,873 shares; 2024Q4: 108,481 shares; 2025Q1: 171,886 shares; 2025Q2: 259,132 shares; 2025Q3: 293,134 shares; 2025Q4: 339,838 shares; 2026Q1: 268,291 shares; 2026Q2: 219,761 shares 219,761 $18.2M 0.91% -48,530 Timeline AVUQ 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: 261,088 shares; 2026Q1: 266,174 shares; 2026Q2: 273,432 shares 273,432 $18M 0.9% +7,258 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,210 shares; 2024Q4: 13,567 shares; 2025Q1: 53,217 shares; 2025Q2: 52,993 shares; 2025Q3: 52,000 shares; 2025Q4: 48,373 shares; 2026Q1: 49,141 shares; 2026Q2: 48,502 shares 48,502 $17.9M 0.9% -639 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,785 shares; 2024Q4: 47,904 shares; 2025Q1: 51,467 shares; 2025Q2: 52,881 shares; 2025Q3: 53,559 shares; 2025Q4: 54,017 shares; 2026Q1: 56,135 shares; 2026Q2: 49,888 shares 49,888 $16.7M 0.83% -6,247 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,563 shares; 2024Q4: 11,546 shares; 2025Q1: 12,850 shares; 2025Q2: 14,335 shares; 2025Q3: 14,225 shares; 2025Q4: 12,142 shares; 2026Q1: 12,266 shares; 2026Q2: 13,696 shares 13,696 $16.4M 0.82% +1,430 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: 212,948 shares; 2024Q4: 220,658 shares; 2025Q1: 221,674 shares; 2025Q2: 230,608 shares; 2025Q3: 258,638 shares; 2025Q4: 271,198 shares; 2026Q1: 310,266 shares; 2026Q2: 329,236 shares 329,236 $15.4M 0.77% +18,970 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,220 shares; 2025Q4: 168,151 shares; 2026Q1: 367,217 shares; 2026Q2: 563,020 shares 563,020 $15.3M 0.77% +195,803 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,758 shares; 2024Q4: 363,219 shares; 2025Q1: 304,854 shares; 2025Q2: 406,823 shares; 2025Q3: 394,499 shares; 2025Q4: 325,741 shares; 2026Q1: 306,738 shares; 2026Q2: 199,365 shares 199,365 $15.3M 0.76% -107,373 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: 368,637 shares; 2024Q4: 372,017 shares; 2025Q1: 383,483 shares; 2025Q2: 396,804 shares; 2025Q3: 408,257 shares; 2025Q4: 410,263 shares; 2026Q1: 417,291 shares; 2026Q2: 415,886 shares 415,886 $15.2M 0.76% -1,405 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 208,856 shares; 2025Q2: 352,716 shares; 2025Q3: 386,411 shares; 2025Q4: 435,832 shares; 2026Q1: 449,631 shares; 2026Q2: 458,668 shares 458,668 $15.1M 0.76% +9,037 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420,136 shares; 2024Q4: 515,384 shares; 2025Q1: 595,847 shares; 2025Q2: 647,391 shares; 2025Q3: 864,452 shares; 2025Q4: 315,040 shares; 2026Q1: 331,958 shares; 2026Q2: 338,547 shares 338,547 $15.1M 0.75% +6,589 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,348 shares; 2025Q3: 259,212 shares; 2025Q4: 313,574 shares; 2026Q1: 331,349 shares; 2026Q2: 283,852 shares 283,852 $15M 0.75% -47,497 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: 315,627 shares; 2026Q2: 407,504 shares 407,504 $14.9M 0.75% +91,877 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,076 shares; 2024Q4: 74,450 shares; 2025Q1: 104,062 shares; 2025Q2: 103,830 shares; 2025Q3: 112,778 shares; 2025Q4: 21,564 shares; 2026Q1: 21,357 shares; 2026Q2: 20,401 shares 20,401 $14M 0.7% -956 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,469 shares; 2024Q4: 197,480 shares; 2025Q1: 142,254 shares; 2025Q2: 134,043 shares; 2025Q3: 77,635 shares; 2025Q4: 53,540 shares; 2026Q1: 82,476 shares; 2026Q2: 109,323 shares 109,323 $13.6M 0.68% +26,847 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,165 shares; 2024Q4: 215,593 shares; 2025Q1: 225,077 shares; 2025Q2: 241,517 shares; 2025Q3: 250,579 shares; 2025Q4: 346,476 shares; 2026Q1: 360,988 shares; 2026Q2: 396,460 shares 396,460 $13.6M 0.68% +35,472 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,793 shares; 2024Q4: 9,218 shares; 2025Q1: 10,837 shares; 2025Q2: 10,078 shares; 2025Q3: 12,493 shares; 2025Q4: 7,436 shares; 2026Q1: 26,021 shares; 2026Q2: 23,126 shares 23,126 $13.4M 0.67% -2,895 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,414 shares; 2024Q4: 20,965 shares; 2025Q1: 179,977 shares; 2025Q2: 181,780 shares; 2025Q3: 190,476 shares; 2025Q4: 189,308 shares; 2026Q1: 184,886 shares; 2026Q2: 184,164 shares 184,164 $13.1M 0.66% -722 Timeline AVLC 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: 140,922 shares; 2026Q1: 142,300 shares; 2026Q2: 145,387 shares 145,387 $13.1M 0.65% +3,087 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,751 shares; 2024Q4: 23,331 shares; 2025Q1: 24,883 shares; 2025Q2: 25,284 shares; 2025Q3: 30,074 shares; 2025Q4: 41,388 shares; 2026Q1: 43,856 shares; 2026Q2: 34,522 shares 34,522 $11.8M 0.59% -9,334 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,835 shares; 2025Q1: 124,796 shares; 2025Q2: 268,775 shares; 2025Q3: 292,497 shares; 2025Q4: 312,147 shares; 2026Q1: 323,839 shares; 2026Q2: 330,571 shares 330,571 $11.6M 0.58% +6,732 Timeline TSPA 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: 54,496 shares; 2025Q2: 126,430 shares; 2025Q3: 176,624 shares; 2025Q4: 213,773 shares; 2026Q1: 231,150 shares; 2026Q2: 238,231 shares 238,231 $11.3M 0.57% +7,081 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,395 shares; 2024Q4: 33,530 shares; 2025Q1: 34,063 shares; 2025Q2: 22,028 shares; 2025Q3: 29,966 shares; 2025Q4: 30,755 shares; 2026Q1: 30,872 shares; 2026Q2: 29,502 shares 29,502 $10.9M 0.54% -1,370 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,125 shares; 2024Q4: 17,816 shares; 2025Q1: 17,645 shares; 2025Q2: 16,251 shares; 2025Q3: 13,101 shares; 2025Q4: 11,507 shares; 2026Q1: 13,922 shares; 2026Q2: 14,600 shares 14,600 $10.8M 0.54% +678 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,838 shares; 2024Q4: 28,077 shares; 2025Q1: 22,319 shares; 2025Q2: 18,116 shares; 2025Q3: 17,861 shares; 2025Q4: 17,847 shares; 2026Q1: 17,510 shares; 2026Q2: 16,614 shares 16,614 $10.6M 0.53% -896 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: 109,169 shares; 2024Q4: 111,861 shares; 2025Q1: 148,257 shares; 2025Q2: 172,255 shares; 2025Q3: 173,198 shares; 2025Q4: 84,526 shares; 2026Q1: 85,299 shares; 2026Q2: 84,859 shares 84,859 $10.6M 0.53% -440 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,838 shares; 2026Q1: 226,359 shares; 2026Q2: 390,607 shares 390,607 $10.5M 0.52% +164,248 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,229 shares; 2024Q4: 38,593 shares; 2025Q1: 39,365 shares; 2025Q2: 41,744 shares; 2025Q3: 43,248 shares; 2025Q4: 37,273 shares; 2026Q1: 31,582 shares; 2026Q2: 30,575 shares 30,575 $10.4M 0.52% -1,007 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,837 shares; 2024Q4: 69,209 shares; 2025Q1: 69,049 shares; 2025Q2: 67,342 shares; 2025Q3: 65,728 shares; 2025Q4: 65,255 shares; 2026Q1: 64,556 shares; 2026Q2: 62,223 shares 62,223 $10.2M 0.51% -2,333 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,814 shares; 2024Q4: 30,623 shares; 2025Q1: 139,705 shares; 2025Q2: 144,532 shares; 2025Q3: 140,034 shares; 2025Q4: 137,414 shares; 2026Q1: 136,548 shares; 2026Q2: 134,239 shares 134,239 $10.2M 0.51% -2,309 Timeline JGRO 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: 75,034 shares; 2024Q4: 85,829 shares; 2025Q1: 93,695 shares; 2025Q2: 96,902 shares; 2025Q3: 96,328 shares; 2025Q4: 94,370 shares; 2026Q1: 99,912 shares; 2026Q2: 101,930 shares 101,930 $10M 0.5% +2,018 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,695 shares; 2025Q2: 252,683 shares; 2025Q3: 273,820 shares; 2025Q4: 275,894 shares; 2026Q1: 289,984 shares; 2026Q2: 218,310 shares 218,310 $9.41M 0.47% -71,674 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,756 shares; 2024Q4: 48,117 shares; 2025Q1: 83,157 shares; 2025Q2: 73,336 shares; 2025Q3: 64,301 shares; 2025Q4: 63,878 shares; 2026Q1: 62,804 shares; 2026Q2: 62,361 shares 62,361 $9.25M 0.46% -443 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: 311,179 shares; 2024Q4: 314,379 shares; 2025Q1: 326,902 shares; 2025Q2: 354,898 shares; 2025Q3: 358,864 shares; 2025Q4: 112,609 shares; 2026Q1: 106,104 shares; 2026Q2: 101,276 shares 101,276 $9.24M 0.46% -4,828 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,833 shares; 2024Q4: 77,299 shares; 2025Q1: 79,572 shares; 2025Q2: 77,438 shares; 2025Q3: 51,420 shares; 2025Q4: 40,291 shares; 2026Q1: 39,078 shares; 2026Q2: 36,296 shares 36,296 $9.15M 0.46% -2,782 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,741 shares; 2024Q4: 51,428 shares; 2025Q1: 53,870 shares; 2025Q2: 57,594 shares; 2025Q3: 61,619 shares; 2025Q4: 95,173 shares; 2026Q1: 95,800 shares; 2026Q2: 92,172 shares 92,172 $8.89M 0.44% -3,628 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: 9,988 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,315 shares; 2025Q4: 82,283 shares; 2026Q1: 122,591 shares; 2026Q2: 147,408 shares 147,408 $8.8M 0.44% +24,817 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,179 shares; 2024Q4: 41,742 shares; 2025Q1: 41,396 shares; 2025Q2: 41,867 shares; 2025Q3: 42,078 shares; 2025Q4: 35,138 shares; 2026Q1: 57,384 shares; 2026Q2: 72,244 shares 72,244 $8.6M 0.43% +14,860 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 253,517 shares; 2025Q1: 281,256 shares; 2025Q2: 257,213 shares; 2025Q3: 220,446 shares; 2025Q4: 270,182 shares; 2026Q1: 407,409 shares; 2026Q2: 341,857 shares 341,857 $8.43M 0.42% -65,552 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,197 shares; 2025Q2: 77,812 shares; 2025Q3: 106,329 shares; 2025Q4: 134,857 shares; 2026Q1: 135,830 shares; 2026Q2: 138,953 shares 138,953 $8.38M 0.42% +3,123 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,489 shares; 2024Q4: 33,662 shares; 2025Q1: 35,703 shares; 2025Q2: 28,685 shares; 2025Q3: 31,818 shares; 2025Q4: 25,708 shares; 2026Q1: 25,294 shares; 2026Q2: 25,519 shares 25,519 $8.35M 0.42% +225 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: 33,345 shares; 2024Q4: 39,595 shares; 2025Q1: 69,676 shares; 2025Q2: 69,421 shares; 2025Q3: 153,349 shares; 2025Q4: 168,897 shares; 2026Q1: 167,155 shares; 2026Q2: 131,945 shares 131,945 $8.21M 0.41% -35,210 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,129 shares; 2024Q4: 10,711 shares; 2025Q1: 12,376 shares; 2025Q2: 11,521 shares; 2025Q3: 13,409 shares; 2025Q4: 15,649 shares; 2026Q1: 16,037 shares; 2026Q2: 14,526 shares 14,526 $8.18M 0.41% -1,511 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,204 shares; 2024Q4: 9,696 shares; 2025Q1: 10,978 shares; 2025Q2: 7,781 shares; 2025Q3: 8,308 shares; 2025Q4: 8,463 shares; 2026Q1: 8,377 shares; 2026Q2: 68,454 shares 68,454 $8.18M 0.41% +60,077 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,552 shares; 2024Q4: 100,167 shares; 2025Q1: 96,835 shares; 2025Q2: 111,017 shares; 2025Q3: 99,853 shares; 2025Q4: 91,058 shares; 2026Q1: 77,584 shares; 2026Q2: 71,482 shares 71,482 $8.1M 0.4% -6,102 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,959 shares; 2024Q4: 18,507 shares; 2025Q1: 16,832 shares; 2025Q2: 122,505 shares; 2025Q3: 138,633 shares; 2025Q4: 143,804 shares; 2026Q1: 167,940 shares; 2026Q2: 163,386 shares 163,386 $7.91M 0.4% -4,554 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: 105,073 shares; 2024Q4: 104,374 shares; 2025Q1: 98,768 shares; 2025Q2: 98,158 shares; 2025Q3: 98,779 shares; 2025Q4: 81,288 shares; 2026Q1: 97,123 shares; 2026Q2: 84,221 shares 84,221 $7.89M 0.39% -12,902 Timeline AVSF 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: 122,120 shares; 2024Q4: 128,404 shares; 2025Q1: 131,553 shares; 2025Q2: 143,000 shares; 2025Q3: 148,368 shares; 2025Q4: 159,772 shares; 2026Q1: 163,583 shares; 2026Q2: 168,913 shares 168,913 $7.87M 0.39% +5,330 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,502 shares; 2025Q2: 45,873 shares; 2025Q3: 46,221 shares; 2025Q4: 46,956 shares; 2026Q1: 56,131 shares; 2026Q2: 55,570 shares 55,570 $7.78M 0.39% -561 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,618 shares; 2024Q4: 22,578 shares; 2025Q1: 70,450 shares; 2025Q2: 108,613 shares; 2025Q3: 118,730 shares; 2025Q4: 84,427 shares; 2026Q1: 83,648 shares; 2026Q2: 76,682 shares 76,682 $7.69M 0.38% -6,966 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,068 shares; 2024Q4: 483,291 shares; 2025Q1: 482,929 shares; 2025Q2: 457,466 shares; 2025Q3: 297,899 shares; 2025Q4: 224,835 shares; 2026Q1: 236,724 shares; 2026Q2: 242,501 shares 242,501 $7.69M 0.38% +5,777 Timeline BINC 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: 127,623 shares; 2024Q4: 136,894 shares; 2025Q1: 147,561 shares; 2025Q2: 153,521 shares; 2025Q3: 171,224 shares; 2025Q4: 180,935 shares; 2026Q1: 173,500 shares; 2026Q2: 143,265 shares 143,265 $7.5M 0.37% -30,235 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,164 shares; 2024Q4: 64,667 shares; 2025Q1: 67,692 shares; 2025Q2: 61,805 shares; 2025Q3: 63,499 shares; 2025Q4: 52,544 shares; 2026Q1: 51,825 shares; 2026Q2: 53,943 shares 53,943 $7.42M 0.37% +2,118 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,746 shares; 2024Q4: 108,739 shares; 2025Q1: 170,461 shares; 2025Q2: 154,649 shares; 2025Q3: 151,910 shares; 2025Q4: 125,436 shares; 2026Q1: 124,018 shares; 2026Q2: 123,606 shares 123,606 $7.38M 0.37% -412 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,825 shares; 2024Q4: 22,559 shares; 2025Q1: 22,084 shares; 2025Q2: 23,690 shares; 2025Q3: 23,438 shares; 2025Q4: 21,641 shares; 2026Q1: 21,846 shares; 2026Q2: 21,380 shares 21,380 $7.34M 0.37% -466 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,791 shares; 2024Q4: 166,745 shares; 2025Q1: 184,352 shares; 2025Q2: 210,218 shares; 2025Q3: 188,062 shares; 2025Q4: 159,857 shares; 2026Q1: 151,125 shares; 2026Q2: 143,926 shares 143,926 $7.28M 0.36% -7,199 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,406 shares; 2024Q4: 115,243 shares; 2025Q1: 152,806 shares; 2025Q2: 153,583 shares; 2025Q3: 151,161 shares; 2025Q4: 70,559 shares; 2026Q1: 71,614 shares; 2026Q2: 70,637 shares 70,637 $7.28M 0.36% -977 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,155 shares; 2024Q4: 5,910 shares; 2025Q1: 52,065 shares; 2025Q2: 67,965 shares; 2025Q3: 69,926 shares; 2025Q4: 71,873 shares; 2026Q1: 72,590 shares; 2026Q2: 75,411 shares 75,411 $7.2M 0.36% +2,821 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,456 shares 52,456 $7.17M 0.36% new Timeline BJUN 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: 97,910 shares; 2024Q4: 100,803 shares; 2025Q1: 102,732 shares; 2025Q2: 106,693 shares; 2025Q3: 106,232 shares; 2025Q4: 101,974 shares; 2026Q1: 102,818 shares; 2026Q2: 142,881 shares 142,881 $6.96M 0.35% +40,063 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,537 shares; 2024Q4: 24,830 shares; 2025Q1: 64,503 shares; 2025Q2: 84,896 shares; 2025Q3: 87,568 shares; 2025Q4: 90,945 shares; 2026Q1: 92,922 shares; 2026Q2: 116,690 shares 116,690 $6.65M 0.33% +23,768 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,622 shares; 2024Q4: 222,307 shares; 2025Q1: 248,981 shares; 2025Q2: 500,131 shares; 2025Q3: 795,359 shares; 2025Q4: 153,243 shares; 2026Q1: 156,761 shares; 2026Q2: 157,015 shares 157,015 $6.65M 0.33% +254 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,365 shares; 2024Q4: 176,277 shares; 2025Q1: 182,854 shares; 2025Q2: 161,626 shares; 2025Q3: 169,689 shares; 2025Q4: 173,423 shares; 2026Q1: 174,449 shares; 2026Q2: 171,079 shares 171,079 $6.46M 0.32% -3,370 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,345 shares; 2024Q4: 8,235 shares; 2025Q1: 8,383 shares; 2025Q2: 10,115 shares; 2025Q3: 10,270 shares; 2025Q4: 5,022 shares; 2026Q1: 19,139 shares; 2026Q2: 33,969 shares 33,969 $6.44M 0.32% +14,830 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,174 shares; 2025Q1: 102,707 shares; 2025Q2: 105,185 shares; 2025Q3: 136,931 shares; 2025Q4: 134,802 shares; 2026Q1: 81,897 shares; 2026Q2: 82,799 shares 82,799 $6.25M 0.31% +902 Timeline AVRE 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: 111,485 shares; 2024Q4: 116,844 shares; 2025Q1: 123,148 shares; 2025Q2: 133,403 shares; 2025Q3: 139,307 shares; 2025Q4: 136,657 shares; 2026Q1: 131,987 shares; 2026Q2: 131,354 shares 131,354 $6.22M 0.31% -633 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,307 shares; 2024Q4: 4,095 shares; 2025Q1: 66,110 shares; 2025Q2: 67,609 shares; 2025Q3: 68,251 shares; 2025Q4: 72,418 shares; 2026Q1: 74,646 shares; 2026Q2: 73,517 shares 73,517 $6.04M 0.3% -1,129 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: 28,101 shares; 2024Q4: 28,285 shares; 2025Q1: 28,550 shares; 2025Q2: 29,301 shares; 2025Q3: 30,157 shares; 2025Q4: 28,441 shares; 2026Q1: 28,601 shares; 2026Q2: 24,380 shares 24,380 $5.83M 0.29% -4,221 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,349 shares; 2024Q4: 4,251 shares; 2025Q1: 2,973 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,107 shares; 2026Q1: 46,379 shares; 2026Q2: 59,641 shares 59,641 $5.82M 0.29% +13,262 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: 78,721 shares; 2026Q1: 78,181 shares; 2026Q2: 78,984 shares 78,984 $5.79M 0.29% +803 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,456 shares; 2024Q4: 9,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,341 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102,859 shares 102,859 $5.78M 0.29% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,411 shares; 2024Q4: 16,061 shares; 2025Q1: 15,621 shares; 2025Q2: 13,281 shares; 2025Q3: 13,439 shares; 2025Q4: 12,538 shares; 2026Q1: 15,561 shares; 2026Q2: 15,288 shares 15,288 $5.78M 0.29% -273 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,701 shares; 2024Q4: 54,035 shares; 2025Q1: 55,197 shares; 2025Q2: 52,575 shares; 2025Q3: 74,841 shares; 2025Q4: 24,762 shares; 2026Q1: 25,423 shares; 2026Q2: 24,315 shares 24,315 $5.75M 0.29% -1,108 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,278 shares; 2025Q2: 50,720 shares; 2025Q3: 49,757 shares; 2025Q4: 49,919 shares; 2026Q1: 49,719 shares; 2026Q2: 48,822 shares 48,822 $5.73M 0.29% -897 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,443 shares; 2024Q4: 9,650 shares; 2025Q1: 29,024 shares; 2025Q2: 32,799 shares; 2025Q3: 41,002 shares; 2025Q4: 39,882 shares; 2026Q1: 44,930 shares; 2026Q2: 56,257 shares 56,257 $5.66M 0.28% +11,327 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,776 shares; 2024Q4: 2,543 shares; 2025Q1: 3,654 shares; 2025Q2: 3,857 shares; 2025Q3: 3,571 shares; 2025Q4: 70,421 shares; 2026Q1: 80,490 shares; 2026Q2: 76,406 shares 76,406 $5.46M 0.27% -4,084 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,600 shares; 2024Q4: 29,004 shares; 2025Q1: 29,682 shares; 2025Q2: 24,352 shares; 2025Q3: 25,022 shares; 2025Q4: 10,691 shares; 2026Q1: 10,250 shares; 2026Q2: 10,797 shares 10,797 $5.4M 0.27% +547 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,387 shares; 2025Q2: 71,889 shares; 2025Q3: 71,886 shares; 2025Q4: 50,969 shares; 2026Q1: 134,217 shares; 2026Q2: 137,909 shares 137,909 $5.33M 0.27% +3,692 Timeline ILCV 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: 4,052 shares; 2025Q2: not reported; 2025Q3: 27,176 shares; 2025Q4: 33,650 shares; 2026Q1: 35,922 shares; 2026Q2: 52,359 shares 52,359 $5.3M 0.26% +16,437 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,652 shares; 2024Q4: 2,611 shares; 2025Q1: 2,824 shares; 2025Q2: 3,320 shares; 2025Q3: 2,748 shares; 2025Q4: 2,730 shares; 2026Q1: 3,358 shares; 2026Q2: 4,546 shares 4,546 $5.25M 0.26% +1,188 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,679 shares; 2024Q4: 2,646 shares; 2025Q1: 39,097 shares; 2025Q2: 44,344 shares; 2025Q3: 44,420 shares; 2025Q4: 45,881 shares; 2026Q1: 47,935 shares; 2026Q2: 47,250 shares 47,250 $5.21M 0.26% -685 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,826 shares; 2024Q4: 11,842 shares; 2025Q1: 12,574 shares; 2025Q2: 12,933 shares; 2025Q3: 13,121 shares; 2025Q4: 12,921 shares; 2026Q1: 12,930 shares; 2026Q2: 12,725 shares 12,725 $5.21M 0.26% -205 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,882 shares; 2024Q4: 12,646 shares; 2025Q1: 17,729 shares; 2025Q2: 20,559 shares; 2025Q3: 21,635 shares; 2025Q4: 22,893 shares; 2026Q1: 23,152 shares; 2026Q2: 22,916 shares 22,916 $5.2M 0.26% -236 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,538 shares; 2024Q4: 1,474,452 shares; 2025Q1: 1,597,817 shares; 2025Q2: 1,664,649 shares; 2025Q3: 1,831,652 shares; 2025Q4: 150,683 shares; 2026Q1: 137,476 shares; 2026Q2: 153,167 shares 153,167 $5.18M 0.26% +15,691 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,388 shares; 2024Q4: 13,242 shares; 2025Q1: 13,189 shares; 2025Q2: 13,461 shares; 2025Q3: 13,561 shares; 2025Q4: 13,544 shares; 2026Q1: 14,418 shares; 2026Q2: 14,404 shares 14,404 $5.1M 0.25% -14 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: 3,730 shares; 2024Q4: 3,512 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,318 shares; 2026Q1: 45,770 shares; 2026Q2: 73,066 shares 73,066 $5.08M 0.25% +27,296 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,062 shares; 2024Q4: 50,197 shares; 2025Q1: 51,106 shares; 2025Q2: 53,550 shares; 2025Q3: 62,921 shares; 2025Q4: 65,050 shares; 2026Q1: 64,465 shares; 2026Q2: 64,764 shares 64,764 $4.99M 0.25% +299 Timeline UJAN 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: 160,163 shares; 2024Q4: 135,947 shares; 2025Q1: 135,176 shares; 2025Q2: 135,938 shares; 2025Q3: 135,380 shares; 2025Q4: 108,488 shares; 2026Q1: 109,767 shares; 2026Q2: 109,528 shares 109,528 $4.97M 0.25% -239 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,758 shares; 2025Q1: 37,159 shares; 2025Q2: 35,457 shares; 2025Q3: 40,095 shares; 2025Q4: 43,312 shares; 2026Q1: 46,351 shares; 2026Q2: 46,183 shares 46,183 $4.77M 0.24% -168 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,565 shares; 2024Q4: 9,858 shares; 2025Q1: 28,824 shares; 2025Q2: 27,418 shares; 2025Q3: 60,788 shares; 2025Q4: 25,579 shares; 2026Q1: 29,410 shares; 2026Q2: 28,560 shares 28,560 $4.69M 0.23% -850 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,724 shares; 2025Q2: 35,589 shares; 2025Q3: 39,954 shares; 2025Q4: 46,148 shares; 2026Q1: 46,782 shares; 2026Q2: 47,678 shares 47,678 $4.68M 0.23% +896 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,408 shares; 2024Q4: 99,041 shares; 2025Q1: 102,890 shares; 2025Q2: 86,792 shares; 2025Q3: 98,673 shares; 2025Q4: 102,612 shares; 2026Q1: 103,767 shares; 2026Q2: 84,737 shares 84,737 $4.67M 0.23% -19,030 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: 45,736 shares; 2025Q2: 92,729 shares; 2025Q3: 99,858 shares; 2025Q4: 118,464 shares; 2026Q1: 122,469 shares; 2026Q2: 124,113 shares 124,113 $4.65M 0.23% +1,644 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,818 shares; 2024Q4: 58,735 shares; 2025Q1: 51,898 shares; 2025Q2: 49,814 shares; 2025Q3: 50,545 shares; 2025Q4: 30,647 shares; 2026Q1: 30,987 shares; 2026Q2: 31,568 shares 31,568 $4.63M 0.23% +581 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,066 shares; 2025Q2: 54,597 shares; 2025Q3: 57,365 shares; 2025Q4: 59,806 shares; 2026Q1: 59,935 shares; 2026Q2: 62,092 shares 62,092 $4.62M 0.23% +2,157 Timeline GPIX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,982 shares; 2025Q3: 28,683 shares; 2025Q4: 66,115 shares; 2026Q1: 67,329 shares; 2026Q2: 82,268 shares 82,268 $4.57M 0.23% +14,939 Timeline FLRT 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: 12,359 shares; 2024Q4: 86,863 shares; 2025Q1: 124,896 shares; 2025Q2: 174,877 shares; 2025Q3: 169,425 shares; 2025Q4: 117,127 shares; 2026Q1: 101,711 shares; 2026Q2: 96,539 shares 96,539 $4.5M 0.22% -5,172 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: 6,805 shares; 2024Q4: 7,096 shares; 2025Q1: 7,099 shares; 2025Q2: 6,815 shares; 2025Q3: 14,575 shares; 2025Q4: 82,242 shares; 2026Q1: 105,463 shares; 2026Q2: 109,356 shares 109,356 $4.41M 0.22% +3,893 Timeline EFAV 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: 2,783 shares; 2025Q3: 41,065 shares; 2025Q4: 49,667 shares; 2026Q1: 50,725 shares; 2026Q2: 50,230 shares 50,230 $4.41M 0.22% -495 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: 274,758 shares; 2024Q4: 295,765 shares; 2025Q1: 259,196 shares; 2025Q2: 150,252 shares; 2025Q3: 167,866 shares; 2025Q4: 42,402 shares; 2026Q1: 43,461 shares; 2026Q2: 42,812 shares 42,812 $4.38M 0.22% -649 Timeline FDMO 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: 17,975 shares; 2025Q3: 23,914 shares; 2025Q4: 32,812 shares; 2026Q1: 33,701 shares; 2026Q2: 44,403 shares 44,403 $4.38M 0.22% +10,702 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,271 shares; 2024Q4: 8,013 shares; 2025Q1: 21,492 shares; 2025Q2: 33,917 shares; 2025Q3: 48,910 shares; 2025Q4: 49,662 shares; 2026Q1: 13,622 shares; 2026Q2: 11,712 shares 11,712 $4.29M 0.21% -1,910 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,256 shares; 2024Q4: not reported; 2025Q1: 22,366 shares; 2025Q2: 43,290 shares; 2025Q3: 45,891 shares; 2025Q4: 29,780 shares; 2026Q1: 29,584 shares; 2026Q2: 40,655 shares 40,655 $4.15M 0.21% +11,071 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444,198 shares; 2024Q4: 503,425 shares; 2025Q1: 581,157 shares; 2025Q2: 550,697 shares; 2025Q3: 708,968 shares; 2025Q4: 80,511 shares; 2026Q1: 81,188 shares; 2026Q2: 81,388 shares 81,388 $4.01M 0.2% +200 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,545 shares; 2024Q4: 3,534 shares; 2025Q1: 3,746 shares; 2025Q2: 3,664 shares; 2025Q3: 3,826 shares; 2025Q4: 3,733 shares; 2026Q1: 3,513 shares; 2026Q2: 3,638 shares 3,638 $3.87M 0.19% +125 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,614 shares; 2024Q4: 70,422 shares; 2025Q1: 54,123 shares; 2025Q2: 53,914 shares; 2025Q3: 47,488 shares; 2025Q4: 42,358 shares; 2026Q1: 36,253 shares; 2026Q2: 34,646 shares 34,646 $3.73M 0.19% -1,607 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,294 shares; 2025Q3: 20,142 shares; 2025Q4: 20,214 shares; 2026Q1: 27,684 shares; 2026Q2: 48,899 shares 48,899 $3.72M 0.19% +21,215 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,062 shares; 2024Q4: 9,056 shares; 2025Q1: 10,241 shares; 2025Q2: 10,479 shares; 2025Q3: 10,330 shares; 2025Q4: 9,679 shares; 2026Q1: 9,522 shares; 2026Q2: 10,308 shares 10,308 $3.64M 0.18% +786 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,133 shares; 2024Q4: 13,992 shares; 2025Q1: 14,750 shares; 2025Q2: 12,879 shares; 2025Q3: 13,074 shares; 2025Q4: 9,621 shares; 2026Q1: 9,889 shares; 2026Q2: 10,230 shares 10,230 $3.61M 0.18% +341 Timeline GPIQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,844 shares; 2025Q3: 13,875 shares; 2025Q4: 29,396 shares; 2026Q1: 41,529 shares; 2026Q2: 60,740 shares 60,740 $3.6M 0.18% +19,211 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,475 shares; 2024Q4: 69,349 shares; 2025Q1: 68,879 shares; 2025Q2: 65,408 shares; 2025Q3: 69,613 shares; 2025Q4: 44,188 shares; 2026Q1: 47,070 shares; 2026Q2: 39,161 shares 39,161 $3.59M 0.18% -7,909 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 4,943 shares; 2025Q4: 4,751 shares; 2026Q1: 10,212 shares; 2026Q2: 24,484 shares 24,484 $3.58M 0.18% +14,272 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690 shares; 2024Q4: 1,166 shares; 2025Q1: 1,154 shares; 2025Q2: 1,782 shares; 2025Q3: 2,751 shares; 2025Q4: 1,792 shares; 2026Q1: 2,203 shares; 2026Q2: 3,018 shares 3,018 $3.55M 0.18% +815 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,519 shares; 2024Q4: 61,042 shares; 2025Q1: 64,113 shares; 2025Q2: 56,167 shares; 2025Q3: 63,219 shares; 2025Q4: 68,751 shares; 2026Q1: 73,254 shares; 2026Q2: 79,321 shares 79,321 $3.54M 0.18% +6,067 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,744 shares; 2025Q4: 87,766 shares; 2026Q1: 146,263 shares; 2026Q2: 138,204 shares 138,204 $3.54M 0.18% -8,059 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656 shares; 2024Q4: 627 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,319 shares; 2025Q4: 1,637 shares; 2026Q1: 1,895 shares; 2026Q2: 1,783 shares 1,783 $3.53M 0.18% -112 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,591 shares; 2024Q4: 15,837 shares; 2025Q1: 17,331 shares; 2025Q2: 12,404 shares; 2025Q3: 12,318 shares; 2025Q4: 9,383 shares; 2026Q1: 9,606 shares; 2026Q2: 8,245 shares 8,245 $3.47M 0.17% -1,361 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: 39,896 shares; 2024Q4: 82,358 shares; 2025Q1: 93,380 shares; 2025Q2: 92,693 shares; 2025Q3: 90,910 shares; 2025Q4: 101,242 shares; 2026Q1: 132,414 shares; 2026Q2: 149,289 shares 149,289 $3.45M 0.17% +16,875 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,279 shares; 2024Q4: 33,966 shares; 2025Q1: 38,676 shares; 2025Q2: 37,859 shares; 2025Q3: 36,812 shares; 2025Q4: 37,148 shares; 2026Q1: 37,101 shares; 2026Q2: 35,725 shares 35,725 $3.45M 0.17% -1,376 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,288 shares; 2025Q2: 36,137 shares; 2025Q3: 35,561 shares; 2025Q4: 34,510 shares; 2026Q1: 34,093 shares; 2026Q2: 35,945 shares 35,945 $3.36M 0.17% +1,852 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: 26,707 shares; 2024Q4: 24,444 shares; 2025Q1: 24,552 shares; 2025Q2: 25,308 shares; 2025Q3: 26,607 shares; 2025Q4: 23,213 shares; 2026Q1: 24,718 shares; 2026Q2: 24,424 shares 24,424 $3.34M 0.17% -294 Timeline BDYN 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: 108,480 shares; 2025Q4: 113,672 shares; 2026Q1: 117,896 shares; 2026Q2: 119,247 shares 119,247 $3.31M 0.17% +1,351 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,394 shares; 2024Q4: 16,410 shares; 2025Q1: 16,287 shares; 2025Q2: 13,708 shares; 2025Q3: 14,081 shares; 2025Q4: 12,158 shares; 2026Q1: 11,985 shares; 2026Q2: 12,796 shares 12,796 $3.25M 0.16% +811 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,922 shares; 2024Q4: 15,843 shares; 2025Q1: 15,710 shares; 2025Q2: 12,698 shares; 2025Q3: 13,097 shares; 2025Q4: 11,782 shares; 2026Q1: 10,909 shares; 2026Q2: 10,658 shares 10,658 $3.23M 0.16% -251 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,410 shares; 2026Q2: 62,156 shares 62,156 $3.18M 0.16% +30,746 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,286 shares; 2025Q4: 20,213 shares; 2026Q1: 18,535 shares; 2026Q2: 19,284 shares 19,284 $3.17M 0.16% +749 Timeline TFLO 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: 53,425 shares; 2025Q2: 71,360 shares; 2025Q3: 62,029 shares; 2025Q4: 64,269 shares; 2026Q1: 78,757 shares; 2026Q2: 62,440 shares 62,440 $3.16M 0.16% -16,317 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,377 shares; 2024Q4: 29,745 shares; 2025Q1: 47,004 shares; 2025Q2: 49,056 shares; 2025Q3: 50,127 shares; 2025Q4: 41,728 shares; 2026Q1: 42,992 shares; 2026Q2: 42,827 shares 42,827 $3.09M 0.15% -165 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,707 shares; 2024Q4: 20,239 shares; 2025Q1: 21,066 shares; 2025Q2: 21,730 shares; 2025Q3: 20,892 shares; 2025Q4: 19,600 shares; 2026Q1: 18,433 shares; 2026Q2: 32,280 shares 32,280 $3.05M 0.15% +13,847 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 796 shares; 2024Q4: 9,790 shares; 2025Q1: 8,878 shares; 2025Q2: 7,837 shares; 2025Q3: 6,915 shares; 2025Q4: 5,810 shares; 2026Q1: 5,002 shares; 2026Q2: 6,934 shares 6,934 $3M 0.15% +1,932 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,100 shares; 2025Q1: 45,280 shares; 2025Q2: 47,808 shares; 2025Q3: 57,280 shares; 2025Q4: 65,714 shares; 2026Q1: 71,381 shares; 2026Q2: 94,465 shares 94,465 $3M 0.15% +23,084 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,524 shares; 2024Q4: 223,596 shares; 2025Q1: 264,815 shares; 2025Q2: 300,584 shares; 2025Q3: 99,504 shares; 2025Q4: 16,092 shares; 2026Q1: 19,259 shares; 2026Q2: 19,033 shares 19,033 $2.99M 0.15% -226 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,537 shares; 2025Q2: 50,025 shares; 2025Q3: 56,719 shares; 2025Q4: 63,621 shares; 2026Q1: 71,521 shares; 2026Q2: 84,593 shares 84,593 $2.97M 0.15% +13,072 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,894 shares; 2026Q1: 30,894 shares; 2026Q2: 33,520 shares 33,520 $2.97M 0.15% +2,626 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,014 shares; 2024Q4: 15,574 shares; 2025Q1: 20,525 shares; 2025Q2: 27,046 shares; 2025Q3: 27,766 shares; 2025Q4: 27,406 shares; 2026Q1: 29,904 shares; 2026Q2: 37,595 shares 37,595 $2.97M 0.15% +7,691 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,998 shares; 2025Q1: 7,156 shares; 2025Q2: 5,771 shares; 2025Q3: 7,348 shares; 2025Q4: 7,882 shares; 2026Q1: 9,441 shares; 2026Q2: 9,701 shares 9,701 $2.94M 0.15% +260 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 62,344 shares; 2026Q1: 78,299 shares; 2026Q2: 100,059 shares 100,059 $2.92M 0.15% +21,760 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,618 shares; 2025Q2: 11,518 shares; 2025Q3: 11,239 shares; 2025Q4: 11,378 shares; 2026Q1: 11,876 shares; 2026Q2: 11,870 shares 11,870 $2.92M 0.15% -6 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,375 shares; 2024Q4: 4,528 shares; 2025Q1: 22,108 shares; 2025Q2: 22,452 shares; 2025Q3: 16,701 shares; 2025Q4: 17,987 shares; 2026Q1: 23,278 shares; 2026Q2: 30,647 shares 30,647 $2.9M 0.14% +7,369 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,675 shares; 2024Q4: 10,578 shares; 2025Q1: 10,911 shares; 2025Q2: 6,794 shares; 2025Q3: 7,495 shares; 2025Q4: 16,466 shares; 2026Q1: 16,673 shares; 2026Q2: 15,178 shares 15,178 $2.89M 0.14% -1,495 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,416 shares; 2024Q4: 9,613 shares; 2025Q1: 5,426 shares; 2025Q2: not reported; 2025Q3: 15,112 shares; 2025Q4: 20,499 shares; 2026Q1: 20,818 shares; 2026Q2: 19,928 shares 19,928 $2.72M 0.14% -890 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: 1,193 shares 1,193 $2.71M 0.14% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,931 shares; 2024Q4: 8,750 shares; 2025Q1: 8,922 shares; 2025Q2: 8,861 shares; 2025Q3: 12,970 shares; 2025Q4: 9,535 shares; 2026Q1: 9,571 shares; 2026Q2: 9,547 shares 9,547 $2.68M 0.13% -24 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: 65,555 shares; 2024Q4: 61,203 shares; 2025Q1: 62,227 shares; 2025Q2: 63,565 shares; 2025Q3: 63,072 shares; 2025Q4: 62,957 shares; 2026Q1: 63,302 shares; 2026Q2: 63,481 shares 63,481 $2.65M 0.13% +179 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: 20,108 shares; 2024Q4: 20,740 shares; 2025Q1: 21,923 shares; 2025Q2: 23,923 shares; 2025Q3: 24,249 shares; 2025Q4: 17,470 shares; 2026Q1: 17,876 shares; 2026Q2: 20,938 shares 20,938 $2.65M 0.13% +3,062 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: 6,598 shares; 2024Q4: 5,533 shares; 2025Q1: 5,401 shares; 2025Q2: 10,798 shares; 2025Q3: 10,593 shares; 2025Q4: 10,458 shares; 2026Q1: not reported; 2026Q2: 55,931 shares 55,931 $2.64M 0.13% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,975 shares; 2024Q4: 97,957 shares; 2025Q1: 116,280 shares; 2025Q2: 117,819 shares; 2025Q3: 115,053 shares; 2025Q4: 67,904 shares; 2026Q1: 61,991 shares; 2026Q2: 46,316 shares 46,316 $2.62M 0.13% -15,675 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,580 shares; 2026Q2: 125,713 shares 125,713 $2.61M 0.13% +106,133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,503 shares; 2026Q1: 5,478 shares; 2026Q2: 8,959 shares 8,959 $2.6M 0.13% +3,481 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,368 shares; 2024Q4: 4,975 shares; 2025Q1: 4,932 shares; 2025Q2: 5,883 shares; 2025Q3: 5,668 shares; 2025Q4: 4,116 shares; 2026Q1: 3,275 shares; 2026Q2: 2,757 shares 2,757 $2.58M 0.13% -518 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,819 shares; 2024Q4: 7,820 shares; 2025Q1: 9,674 shares; 2025Q2: 19,238 shares; 2025Q3: 19,514 shares; 2025Q4: 22,327 shares; 2026Q1: 26,388 shares; 2026Q2: 26,599 shares 26,599 $2.58M 0.13% +211 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,968 shares; 2025Q4: 63,607 shares; 2026Q1: 71,402 shares; 2026Q2: 67,587 shares 67,587 $2.55M 0.13% -3,815 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,313 shares; 2024Q4: 2,630 shares; 2025Q1: 2,225 shares; 2025Q2: 1,922 shares; 2025Q3: 1,560 shares; 2025Q4: 1,558 shares; 2026Q1: 1,739 shares; 2026Q2: 3,508 shares 3,508 $2.54M 0.13% +1,769 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,643 shares; 2024Q4: 9,975 shares; 2025Q1: 11,788 shares; 2025Q2: 20,485 shares; 2025Q3: 19,882 shares; 2025Q4: 24,422 shares; 2026Q1: 27,541 shares; 2026Q2: 26,976 shares 26,976 $2.49M 0.12% -565 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS 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: 5,256 shares; 2026Q1: 22,771 shares; 2026Q2: 38,501 shares 38,501 $2.48M 0.12% +15,730 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,394 shares; 2025Q2: 94,119 shares; 2025Q3: 391,059 shares; 2025Q4: 68,926 shares; 2026Q1: 69,007 shares; 2026Q2: 67,837 shares 67,837 $2.47M 0.12% -1,170 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,104 shares; 2024Q4: 10,283 shares; 2025Q1: 10,003 shares; 2025Q2: 9,961 shares; 2025Q3: 10,291 shares; 2025Q4: 9,299 shares; 2026Q1: 9,477 shares; 2026Q2: 9,738 shares 9,738 $2.45M 0.12% +261 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: 5,171 shares; 2024Q4: 5,310 shares; 2025Q1: 5,341 shares; 2025Q2: 5,603 shares; 2025Q3: 5,695 shares; 2025Q4: 5,804 shares; 2026Q1: 5,664 shares; 2026Q2: 5,590 shares 5,590 $2.38M 0.12% -74 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,942 shares; 2024Q4: 23,884 shares; 2025Q1: 26,712 shares; 2025Q2: 52,019 shares; 2025Q3: 54,435 shares; 2025Q4: 23,593 shares; 2026Q1: 25,796 shares; 2026Q2: 29,074 shares 29,074 $2.36M 0.12% +3,278 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,178 shares; 2024Q4: 2,282 shares; 2025Q1: 3,166 shares; 2025Q2: 3,338 shares; 2025Q3: 3,925 shares; 2025Q4: 4,463 shares; 2026Q1: 4,578 shares; 2026Q2: 4,937 shares 4,937 $2.36M 0.12% +359 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,766 shares; 2024Q4: 15,281 shares; 2025Q1: 16,229 shares; 2025Q2: 14,895 shares; 2025Q3: 14,057 shares; 2025Q4: 11,521 shares; 2026Q1: 13,855 shares; 2026Q2: 14,846 shares 14,846 $2.36M 0.12% +991 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: 33,123 shares; 2024Q4: 33,004 shares; 2025Q1: 34,287 shares; 2025Q2: 34,292 shares; 2025Q3: 34,627 shares; 2025Q4: 35,316 shares; 2026Q1: 21,202 shares; 2026Q2: 19,835 shares 19,835 $2.35M 0.12% -1,367 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: 16,283 shares; 2024Q4: 16,278 shares; 2025Q1: 15,942 shares; 2025Q2: 16,607 shares; 2025Q3: 16,693 shares; 2025Q4: 15,563 shares; 2026Q1: 14,799 shares; 2026Q2: 14,792 shares 14,792 $2.32M 0.12% -7 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,904 shares; 2024Q4: 31,909 shares; 2025Q1: 38,850 shares; 2025Q2: 38,910 shares; 2025Q3: 43,014 shares; 2025Q4: 29,471 shares; 2026Q1: 27,919 shares; 2026Q2: 23,928 shares 23,928 $2.31M 0.12% -3,991 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,371 shares; 2024Q4: 3,883 shares; 2025Q1: 10,066 shares; 2025Q2: 10,879 shares; 2025Q3: 9,046 shares; 2025Q4: 6,417 shares; 2026Q1: 5,923 shares; 2026Q2: 6,178 shares 6,178 $2.31M 0.12% +255 Timeline VIOG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,920 shares; 2025Q3: 3,681 shares; 2025Q4: 8,731 shares; 2026Q1: 12,471 shares; 2026Q2: 15,046 shares 15,046 $2.31M 0.12% +2,575 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: 79,139 shares; 2026Q1: 86,768 shares; 2026Q2: 89,886 shares 89,886 $2.27M 0.11% +3,118 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,542 shares; 2024Q4: 24,860 shares; 2025Q1: 25,970 shares; 2025Q2: 23,244 shares; 2025Q3: 23,422 shares; 2025Q4: 14,363 shares; 2026Q1: 13,328 shares; 2026Q2: 13,499 shares 13,499 $2.24M 0.11% +171 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,672 shares; 2024Q4: 147,348 shares; 2025Q1: 85,835 shares; 2025Q2: 89,935 shares; 2025Q3: 86,905 shares; 2025Q4: 86,830 shares; 2026Q1: 97,809 shares; 2026Q2: 104,275 shares 104,275 $2.23M 0.11% +6,466 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: not reported; 2024Q4: 12,704 shares; 2025Q1: 37,852 shares; 2025Q2: 37,662 shares; 2025Q3: 37,518 shares; 2025Q4: 41,118 shares; 2026Q1: 41,798 shares; 2026Q2: 41,280 shares 41,280 $2.2M 0.11% -518 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 938 shares; 2026Q1: 1,144 shares; 2026Q2: 3,545 shares 3,545 $2.19M 0.11% +2,401 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,876 shares; 2024Q4: 12,999 shares; 2025Q1: 16,677 shares; 2025Q2: 17,255 shares; 2025Q3: 29,941 shares; 2025Q4: 20,160 shares; 2026Q1: 20,611 shares; 2026Q2: 22,080 shares 22,080 $2.19M 0.11% +1,469 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,888 shares; 2024Q4: 1,428 shares; 2025Q1: 5,758 shares; 2025Q2: 5,695 shares; 2025Q3: 6,648 shares; 2025Q4: 8,178 shares; 2026Q1: 8,913 shares; 2026Q2: 8,991 shares 8,991 $2.18M 0.11% +78 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,439 shares; 2024Q4: 5,438 shares; 2025Q1: 7,581 shares; 2025Q2: 24,157 shares; 2025Q3: 27,468 shares; 2025Q4: 40,449 shares; 2026Q1: 39,672 shares; 2026Q2: 43,160 shares 43,160 $2.16M 0.11% +3,488 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80,476 shares; 2025Q1: 98,099 shares; 2025Q2: 98,378 shares; 2025Q3: 104,453 shares; 2025Q4: 83,168 shares; 2026Q1: 64,881 shares; 2026Q2: 67,871 shares 67,871 $2.16M 0.11% +2,990 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,904 shares; 2024Q4: 11,753 shares; 2025Q1: 21,325 shares; 2025Q2: 23,941 shares; 2025Q3: 27,818 shares; 2025Q4: 30,406 shares; 2026Q1: 31,945 shares; 2026Q2: 30,881 shares 30,881 $2.16M 0.11% -1,064 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,192 shares; 2024Q4: 9,584 shares; 2025Q1: 23,077 shares; 2025Q2: 72,510 shares; 2025Q3: 74,008 shares; 2025Q4: 64,522 shares; 2026Q1: 40,381 shares; 2026Q2: 40,315 shares 40,315 $2.16M 0.11% -66 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS 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: 1,239 shares; 2025Q4: 1,648 shares; 2026Q1: 2,063 shares; 2026Q2: 2,932 shares 2,932 $2.15M 0.11% +869 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: 42,807 shares; 2024Q4: 46,486 shares; 2025Q1: 52,065 shares; 2025Q2: 52,567 shares; 2025Q3: 51,403 shares; 2025Q4: 50,771 shares; 2026Q1: 50,406 shares; 2026Q2: 47,898 shares 47,898 $2.12M 0.11% -2,508 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,043 shares; 2025Q1: 8,122 shares; 2025Q2: 7,821 shares; 2025Q3: 8,758 shares; 2025Q4: 18,487 shares; 2026Q1: 11,841 shares; 2026Q2: 13,071 shares 13,071 $2.11M 0.11% +1,230 Timeline FQAL 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: 12,493 shares; 2025Q3: 17,305 shares; 2025Q4: 23,117 shares; 2026Q1: 23,736 shares; 2026Q2: 25,902 shares 25,902 $2.11M 0.11% +2,166 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,415 shares; 2024Q4: 46,098 shares; 2025Q1: 51,408 shares; 2025Q2: 52,582 shares; 2025Q3: 52,689 shares; 2025Q4: 53,249 shares; 2026Q1: 24,145 shares; 2026Q2: 22,920 shares 22,920 $2.1M 0.11% -1,225 Timeline FVAL 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: 3,679 shares; 2024Q4: 3,683 shares; 2025Q1: not reported; 2025Q2: 14,467 shares; 2025Q3: 19,171 shares; 2025Q4: 24,485 shares; 2026Q1: 25,002 shares; 2026Q2: 26,665 shares 26,665 $2.08M 0.1% +1,663 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: 48,766 shares; 2024Q4: 70,665 shares; 2025Q1: 73,252 shares; 2025Q2: 96,434 shares; 2025Q3: 99,184 shares; 2025Q4: 92,073 shares; 2026Q1: 115,308 shares; 2026Q2: 114,673 shares 114,673 $2.05M 0.1% -635 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,393 shares; 2024Q4: 20,224 shares; 2025Q1: 20,805 shares; 2025Q2: 17,311 shares; 2025Q3: 18,200 shares; 2025Q4: 16,073 shares; 2026Q1: 19,237 shares; 2026Q2: 17,437 shares 17,437 $2.05M 0.1% -1,800 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,575 shares; 2024Q4: 22,313 shares; 2025Q1: 24,523 shares; 2025Q2: 24,557 shares; 2025Q3: 27,536 shares; 2025Q4: 23,018 shares; 2026Q1: 24,337 shares; 2026Q2: 24,875 shares 24,875 $2.02M 0.1% +538 Timeline FDLO 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: 14,494 shares; 2025Q3: 20,287 shares; 2025Q4: 25,388 shares; 2026Q1: 25,975 shares; 2026Q2: 29,270 shares 29,270 $2M 0.1% +3,295 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,600 shares; 2025Q1: 11,240 shares; 2025Q2: 23,097 shares; 2025Q3: 19,969 shares; 2025Q4: 19,543 shares; 2026Q1: 29,217 shares; 2026Q2: 29,429 shares 29,429 $1.99M 0.1% +212 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,645 shares; 2024Q4: 9,635 shares; 2025Q1: 9,178 shares; 2025Q2: 21,560 shares; 2025Q3: 28,722 shares; 2025Q4: 29,331 shares; 2026Q1: 17,520 shares; 2026Q2: 35,970 shares 35,970 $1.98M 0.1% +18,450 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,256 shares; 2024Q4: 3,504 shares; 2025Q1: 3,559 shares; 2025Q2: 3,507 shares; 2025Q3: 3,451 shares; 2025Q4: 2,996 shares; 2026Q1: 4,410 shares; 2026Q2: 4,966 shares 4,966 $1.97M 0.1% +556 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: 48,960 shares; 2024Q4: 44,042 shares; 2025Q1: 42,821 shares; 2025Q2: 42,766 shares; 2025Q3: 42,286 shares; 2025Q4: 42,225 shares; 2026Q1: 42,225 shares; 2026Q2: 41,557 shares 41,557 $1.97M 0.1% -668 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,038 shares; 2024Q4: 2,283 shares; 2025Q1: 3,793 shares; 2025Q2: 4,409 shares; 2025Q3: 5,440 shares; 2025Q4: 6,569 shares; 2026Q1: 8,497 shares; 2026Q2: 10,573 shares 10,573 $1.96M 0.1% +2,076 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,293 shares; 2025Q4: 3,069 shares; 2026Q1: 4,184 shares; 2026Q2: 7,657 shares 7,657 $1.96M 0.1% +3,473 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,530 shares; 2024Q4: 3,787 shares; 2025Q1: 4,867 shares; 2025Q2: 4,699 shares; 2025Q3: 4,680 shares; 2025Q4: 3,758 shares; 2026Q1: 3,744 shares; 2026Q2: 3,715 shares 3,715 $1.94M 0.1% -29 Timeline EDGU ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 78,739 shares; 2025Q1: 53,922 shares; 2025Q2: 38,490 shares; 2025Q3: 26,498 shares; 2025Q4: 18,553 shares; 2026Q1: 26,965 shares; 2026Q2: 59,777 shares 59,777 $1.91M 0.1% +32,812 Timeline FSMD 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: 18,500 shares; 2025Q3: 26,047 shares; 2025Q4: 34,075 shares; 2026Q1: 33,603 shares; 2026Q2: 36,183 shares 36,183 $1.91M 0.1% +2,580 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,608 shares; 2024Q4: 13,998 shares; 2025Q1: 14,989 shares; 2025Q2: 16,247 shares; 2025Q3: 16,716 shares; 2025Q4: 16,716 shares; 2026Q1: 17,922 shares; 2026Q2: 18,038 shares 18,038 $1.9M 0.09% +116 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,528 shares; 2024Q4: 32,528 shares; 2025Q1: 31,868 shares; 2025Q2: 31,868 shares; 2025Q3: 31,868 shares; 2025Q4: 31,834 shares; 2026Q1: 35,907 shares; 2026Q2: 41,644 shares 41,644 $1.9M 0.09% +5,737 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: 5,684 shares; 2024Q4: 8,726 shares; 2025Q1: 4,327 shares; 2025Q2: 7,308 shares; 2025Q3: 7,863 shares; 2025Q4: 8,115 shares; 2026Q1: 7,888 shares; 2026Q2: 3,899 shares 3,899 $1.88M 0.09% -3,989 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,829 shares; 2024Q4: 5,890 shares; 2025Q1: 5,658 shares; 2025Q2: 5,518 shares; 2025Q3: 5,518 shares; 2025Q4: 5,478 shares; 2026Q1: 5,452 shares; 2026Q2: 5,419 shares 5,419 $1.87M 0.09% -33 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,847 shares; 2024Q4: 5,785 shares; 2025Q1: 5,879 shares; 2025Q2: 5,213 shares; 2025Q3: 5,215 shares; 2025Q4: 8,245 shares; 2026Q1: 8,255 shares; 2026Q2: 8,438 shares 8,438 $1.86M 0.09% +183 Timeline BDVL 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: 66,443 shares; 2025Q4: 70,752 shares; 2026Q1: 68,639 shares; 2026Q2: 71,287 shares 71,287 $1.85M 0.09% +2,648 Timeline UDEC 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: 33,307 shares; 2024Q4: 37,771 shares; 2025Q1: 36,858 shares; 2025Q2: 36,526 shares; 2025Q3: 36,446 shares; 2025Q4: 45,423 shares; 2026Q1: 44,599 shares; 2026Q2: 44,260 shares 44,260 $1.84M 0.09% -339 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 10,049 shares; 2026Q1: 25,859 shares; 2026Q2: 39,750 shares 39,750 $1.84M 0.09% +13,891 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,825 shares; 2024Q4: 6,341 shares; 2025Q1: not reported; 2025Q2: 3,904 shares; 2025Q3: 13,062 shares; 2025Q4: 13,891 shares; 2026Q1: 14,301 shares; 2026Q2: 10,171 shares 10,171 $1.79M 0.09% -4,130 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: 7,329 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,620 shares; 2026Q1: 7,300 shares; 2026Q2: 6,700 shares 6,700 $1.79M 0.09% -600 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,266 shares; 2024Q4: 58,906 shares; 2025Q1: 54,684 shares; 2025Q2: 53,443 shares; 2025Q3: 53,255 shares; 2025Q4: 50,098 shares; 2026Q1: 49,735 shares; 2026Q2: 50,258 shares 50,258 $1.76M 0.09% +523 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,763 shares; 2024Q4: 6,775 shares; 2025Q1: 6,464 shares; 2025Q2: 6,398 shares; 2025Q3: 6,212 shares; 2025Q4: 6,236 shares; 2026Q1: 6,194 shares; 2026Q2: 6,167 shares 6,167 $1.76M 0.09% -27 Timeline DECT 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: 45,676 shares; 2024Q4: 44,925 shares; 2025Q1: 44,727 shares; 2025Q2: 44,727 shares; 2025Q3: 44,727 shares; 2025Q4: 44,727 shares; 2026Q1: 44,727 shares; 2026Q2: 44,727 shares 44,727 $1.76M 0.09% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,347 shares 9,347 $1.75M 0.09% new Timeline SPTM 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: 19,687 shares; 2024Q4: 19,723 shares; 2025Q1: 19,598 shares; 2025Q2: 19,556 shares; 2025Q3: 19,448 shares; 2025Q4: 18,965 shares; 2026Q1: 18,969 shares; 2026Q2: 18,973 shares 18,973 $1.72M 0.09% +4 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,317 shares; 2024Q4: 20,340 shares; 2025Q1: 21,404 shares; 2025Q2: 21,276 shares; 2025Q3: 22,194 shares; 2025Q4: 22,453 shares; 2026Q1: 22,903 shares; 2026Q2: 22,519 shares 22,519 $1.72M 0.09% -384 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,933 shares; 2024Q4: 37,773 shares; 2025Q1: 9,581 shares; 2025Q2: 8,473 shares; 2025Q3: 8,775 shares; 2025Q4: 11,644 shares; 2026Q1: 12,915 shares; 2026Q2: 13,246 shares 13,246 $1.7M 0.09% +331 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,418 shares; 2024Q4: 4,104 shares; 2025Q1: 4,901 shares; 2025Q2: 3,064 shares; 2025Q3: 3,243 shares; 2025Q4: 2,079 shares; 2026Q1: 2,632 shares; 2026Q2: 2,574 shares 2,574 $1.69M 0.08% -58 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,658 shares; 2024Q4: 19,795 shares; 2025Q1: 21,611 shares; 2025Q2: 21,728 shares; 2025Q3: 23,732 shares; 2025Q4: 13,569 shares; 2026Q1: 18,014 shares; 2026Q2: 14,452 shares 14,452 $1.69M 0.08% -3,562 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,464 shares; 2026Q1: 149,931 shares; 2026Q2: 128,751 shares 128,751 $1.68M 0.08% -21,180 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,865 shares 9,865 $1.67M 0.08% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,424 shares; 2026Q2: 33,125 shares 33,125 $1.67M 0.08% +18,701 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,418 shares; 2025Q4: not reported; 2026Q1: 412 shares; 2026Q2: 2,031 shares 2,031 $1.62M 0.08% +1,619 Timeline FTCS 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: 40,815 shares; 2024Q4: 40,352 shares; 2025Q1: 38,046 shares; 2025Q2: 37,174 shares; 2025Q3: 37,310 shares; 2025Q4: 18,482 shares; 2026Q1: 17,330 shares; 2026Q2: 17,266 shares 17,266 $1.62M 0.08% -64 Timeline ZAUG 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: 61,708 shares; 2024Q4: 61,479 shares; 2025Q1: 61,378 shares; 2025Q2: 61,175 shares; 2025Q3: 70,294 shares; 2025Q4: 65,465 shares; 2026Q1: 59,992 shares; 2026Q2: 58,816 shares 58,816 $1.62M 0.08% -1,176 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,444 shares; 2024Q4: 35,298 shares; 2025Q1: 31,971 shares; 2025Q2: 24,246 shares; 2025Q3: 20,779 shares; 2025Q4: 18,008 shares; 2026Q1: 19,288 shares; 2026Q2: 21,990 shares 21,990 $1.61M 0.08% +2,702 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: 11,094 shares; 2024Q4: 15,126 shares; 2025Q1: 16,367 shares; 2025Q2: 12,500 shares; 2025Q3: 12,779 shares; 2025Q4: 29,621 shares; 2026Q1: 33,681 shares; 2026Q2: 34,157 shares 34,157 $1.6M 0.08% +476 Timeline NJUL 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: 73,199 shares; 2024Q4: 71,285 shares; 2025Q1: 72,507 shares; 2025Q2: 68,671 shares; 2025Q3: 70,275 shares; 2025Q4: 21,561 shares; 2026Q1: 21,409 shares; 2026Q2: 20,269 shares 20,269 $1.57M 0.08% -1,140 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: 13,089 shares; 2024Q4: 13,089 shares; 2025Q1: 16,126 shares; 2025Q2: 14,726 shares; 2025Q3: 14,622 shares; 2025Q4: 14,542 shares; 2026Q1: 24,844 shares; 2026Q2: 24,467 shares 24,467 $1.56M 0.08% -377 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,685 shares; 2024Q4: 7,763 shares; 2025Q1: 8,110 shares; 2025Q2: 8,452 shares; 2025Q3: 8,492 shares; 2025Q4: 7,960 shares; 2026Q1: 7,741 shares; 2026Q2: 8,610 shares 8,610 $1.56M 0.08% +869 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,219 shares 3,219 $1.56M 0.08% new Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,168 shares; 2024Q4: 26,887 shares; 2025Q1: 30,238 shares; 2025Q2: 30,293 shares; 2025Q3: 11,377 shares; 2025Q4: 10,628 shares; 2026Q1: 10,356 shares; 2026Q2: 25,892 shares 25,892 $1.55M 0.08% +15,536 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,647 shares; 2024Q4: not reported; 2025Q1: 7,066 shares; 2025Q2: 17,484 shares; 2025Q3: 19,306 shares; 2025Q4: 30,609 shares; 2026Q1: 29,999 shares; 2026Q2: 30,046 shares 30,046 $1.53M 0.08% +47 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,922 shares; 2024Q4: 11,567 shares; 2025Q1: 5,021 shares; 2025Q2: 16,112 shares; 2025Q3: 22,663 shares; 2025Q4: 25,071 shares; 2026Q1: 7,941 shares; 2026Q2: 25,012 shares 25,012 $1.53M 0.08% +17,071 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: 103,271 shares; 2024Q4: 105,906 shares; 2025Q1: 115,409 shares; 2025Q2: 96,630 shares; 2025Q3: 130,563 shares; 2025Q4: 133,684 shares; 2026Q1: 154,165 shares; 2026Q2: 145,180 shares 145,180 $1.52M 0.08% -8,985 Timeline NVMI NOVA LTD More: the full row for NOVA 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: 1,019 shares; 2025Q4: 956 shares; 2026Q1: 1,200 shares; 2026Q2: 2,750 shares 2,750 $1.49M 0.07% +1,550 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,143 shares; 2024Q4: 2,558 shares; 2025Q1: 2,518 shares; 2025Q2: 2,917 shares; 2025Q3: 12,680 shares; 2025Q4: 12,776 shares; 2026Q1: 12,718 shares; 2026Q2: 13,325 shares 13,325 $1.47M 0.07% +607 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,291 shares; 2024Q4: 5,809 shares; 2025Q1: 5,682 shares; 2025Q2: 8,140 shares; 2025Q3: 8,551 shares; 2025Q4: 7,719 shares; 2026Q1: 5,584 shares; 2026Q2: 6,054 shares 6,054 $1.47M 0.07% +470 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,285 shares; 2024Q4: 2,403 shares; 2025Q1: 2,537 shares; 2025Q2: 3,600 shares; 2025Q3: 4,488 shares; 2025Q4: 3,779 shares; 2026Q1: 3,051 shares; 2026Q2: 11,471 shares 11,471 $1.42M 0.07% +8,420 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,749 shares; 2024Q4: 37,748 shares; 2025Q1: 41,111 shares; 2025Q2: 41,024 shares; 2025Q3: 39,925 shares; 2025Q4: 34,564 shares; 2026Q1: 32,717 shares; 2026Q2: 33,579 shares 33,579 $1.42M 0.07% +862 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,558 shares 68,558 $1.41M 0.07% new Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,627 shares; 2025Q3: 40,818 shares; 2025Q4: 44,759 shares; 2026Q1: 46,255 shares; 2026Q2: 45,933 shares 45,933 $1.41M 0.07% -322 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,593 shares; 2025Q4: 34,321 shares; 2026Q1: 39,003 shares; 2026Q2: 47,066 shares 47,066 $1.4M 0.07% +8,063 Timeline ACII INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,014 shares; 2026Q2: 54,957 shares 54,957 $1.4M 0.07% +12,943 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,922 shares; 2025Q3: 11,187 shares; 2025Q4: 11,750 shares; 2026Q1: 13,318 shares; 2026Q2: 13,729 shares 13,729 $1.4M 0.07% +411 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: 35,321 shares; 2024Q4: 34,829 shares; 2025Q1: 31,022 shares; 2025Q2: 30,106 shares; 2025Q3: 27,498 shares; 2025Q4: 25,769 shares; 2026Q1: 24,169 shares; 2026Q2: 24,123 shares 24,123 $1.39M 0.07% -46 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,158 shares; 2024Q4: 1,146 shares; 2025Q1: 1,282 shares; 2025Q2: 1,333 shares; 2025Q3: 1,688 shares; 2025Q4: 1,189 shares; 2026Q1: 1,250 shares; 2026Q2: 1,420 shares 1,420 $1.39M 0.07% +170 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,256 shares; 2025Q2: 4,707 shares; 2025Q3: 5,057 shares; 2025Q4: 5,071 shares; 2026Q1: 7,011 shares; 2026Q2: 5,146 shares 5,146 $1.38M 0.07% -1,865 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: 19,726 shares; 2024Q4: 18,114 shares; 2025Q1: 20,542 shares; 2025Q2: 20,744 shares; 2025Q3: 19,674 shares; 2025Q4: 19,262 shares; 2026Q1: 19,325 shares; 2026Q2: 18,936 shares 18,936 $1.38M 0.07% -389 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,555 shares; 2025Q2: 9,308 shares; 2025Q3: 16,059 shares; 2025Q4: 17,396 shares; 2026Q1: 18,389 shares; 2026Q2: 27,140 shares 27,140 $1.37M 0.07% +8,751 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,220 shares; 2024Q4: 12,133 shares; 2025Q1: 11,242 shares; 2025Q2: 9,937 shares; 2025Q3: 9,842 shares; 2025Q4: 9,543 shares; 2026Q1: 9,016 shares; 2026Q2: 8,521 shares 8,521 $1.35M 0.07% -495 Timeline IYC 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: 35,876 shares; 2025Q4: 44,873 shares; 2026Q1: 45,907 shares; 2026Q2: 13,283 shares 13,283 $1.34M 0.07% -32,624 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,969 shares; 2026Q1: 16,034 shares; 2026Q2: 25,270 shares 25,270 $1.34M 0.07% +9,236 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: 10,531 shares; 2024Q4: 10,581 shares; 2025Q1: 6,468 shares; 2025Q2: 6,423 shares; 2025Q3: 4,732 shares; 2025Q4: 4,700 shares; 2026Q1: 4,496 shares; 2026Q2: 3,782 shares 3,782 $1.34M 0.07% -714 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,234 shares; 2024Q4: 1,297 shares; 2025Q1: 1,309 shares; 2025Q2: 7,882 shares; 2025Q3: 5,473 shares; 2025Q4: 5,677 shares; 2026Q1: 1,264 shares; 2026Q2: 4,437 shares 4,437 $1.32M 0.07% +3,173 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,045 shares; 2024Q4: 15,436 shares; 2025Q1: 15,167 shares; 2025Q2: 13,296 shares; 2025Q3: 13,183 shares; 2025Q4: 9,857 shares; 2026Q1: 9,724 shares; 2026Q2: 9,743 shares 9,743 $1.32M 0.07% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,439 shares; 2026Q2: 6,775 shares 6,775 $1.29M 0.06% +336 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 76,521 shares; 2025Q1: 76,521 shares; 2025Q2: 76,521 shares; 2025Q3: 76,525 shares; 2025Q4: 76,521 shares; 2026Q1: 63,768 shares; 2026Q2: 52,567 shares 52,567 $1.28M 0.06% -11,201 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,853 shares; 2025Q3: 9,853 shares; 2025Q4: 9,853 shares; 2026Q1: 9,853 shares; 2026Q2: 33,323 shares 33,323 $1.28M 0.06% +23,470 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,948 shares; 2024Q4: 6,516 shares; 2025Q1: 6,588 shares; 2025Q2: 6,442 shares; 2025Q3: 6,557 shares; 2025Q4: 6,061 shares; 2026Q1: 5,744 shares; 2026Q2: 6,091 shares 6,091 $1.27M 0.06% +347 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,339 shares; 2024Q4: 18,050 shares; 2025Q1: 18,084 shares; 2025Q2: 17,876 shares; 2025Q3: 17,367 shares; 2025Q4: 33,480 shares; 2026Q1: 27,633 shares; 2026Q2: 27,797 shares 27,797 $1.26M 0.06% +164 Timeline SPMB 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: 29,469 shares; 2024Q4: 55,923 shares; 2025Q1: 68,321 shares; 2025Q2: 83,987 shares; 2025Q3: 84,568 shares; 2025Q4: 55,311 shares; 2026Q1: 55,390 shares; 2026Q2: 55,993 shares 55,993 $1.25M 0.06% +603 Timeline ZOCT 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: 55,022 shares; 2025Q1: 55,022 shares; 2025Q2: 54,804 shares; 2025Q3: 52,670 shares; 2025Q4: 51,062 shares; 2026Q1: 46,365 shares; 2026Q2: 45,166 shares 45,166 $1.25M 0.06% -1,199 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,473 shares 7,473 $1.24M 0.06% new 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: 7,678 shares; 2024Q4: 6,741 shares; 2025Q1: 7,573 shares; 2025Q2: 7,457 shares; 2025Q3: 12,955 shares; 2025Q4: 12,646 shares; 2026Q1: 11,542 shares; 2026Q2: 11,472 shares 11,472 $1.22M 0.06% -70 Timeline USEP 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: 29,539 shares; 2024Q4: 29,539 shares; 2025Q1: 29,428 shares; 2025Q2: 29,428 shares; 2025Q3: 29,761 shares; 2025Q4: 29,428 shares; 2026Q1: 29,428 shares; 2026Q2: 29,428 shares 29,428 $1.22M 0.06% 0 Timeline SCHE 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: 21,384 shares; 2024Q4: 26,709 shares; 2025Q1: 28,634 shares; 2025Q2: 25,413 shares; 2025Q3: 27,594 shares; 2025Q4: 33,475 shares; 2026Q1: 34,435 shares; 2026Q2: 33,134 shares 33,134 $1.2M 0.06% -1,301 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,477 shares; 2024Q4: 4,521 shares; 2025Q1: 4,687 shares; 2025Q2: 4,149 shares; 2025Q3: 4,237 shares; 2025Q4: 3,991 shares; 2026Q1: 4,209 shares; 2026Q2: 4,412 shares 4,412 $1.19M 0.06% +203 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,613 shares; 2024Q4: 5,968 shares; 2025Q1: 6,465 shares; 2025Q2: 6,095 shares; 2025Q3: 6,101 shares; 2025Q4: 5,347 shares; 2026Q1: 5,267 shares; 2026Q2: 5,304 shares 5,304 $1.18M 0.06% +37 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,829 shares; 2024Q4: 17,360 shares; 2025Q1: 23,407 shares; 2025Q2: 24,396 shares; 2025Q3: 29,825 shares; 2025Q4: 32,894 shares; 2026Q1: 36,061 shares; 2026Q2: 36,397 shares 36,397 $1.18M 0.06% +336 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,271 shares; 2024Q4: 3,313 shares; 2025Q1: 3,128 shares; 2025Q2: 2,934 shares; 2025Q3: 4,358 shares; 2025Q4: 3,833 shares; 2026Q1: 3,845 shares; 2026Q2: 3,917 shares 3,917 $1.18M 0.06% +72 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,596 shares; 2024Q4: 2,409 shares; 2025Q1: 9,906 shares; 2025Q2: 15,781 shares; 2025Q3: 9,081 shares; 2025Q4: 24,635 shares; 2026Q1: 24,276 shares; 2026Q2: 17,401 shares 17,401 $1.17M 0.06% -6,875 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,763 shares; 2025Q2: 27,592 shares; 2025Q3: 27,595 shares; 2025Q4: 24,993 shares; 2026Q1: 24,910 shares; 2026Q2: 25,442 shares 25,442 $1.16M 0.06% +532 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,225 shares; 2024Q4: 38,538 shares; 2025Q1: 33,463 shares; 2025Q2: 40,214 shares; 2025Q3: 40,914 shares; 2025Q4: 39,259 shares; 2026Q1: 30,420 shares; 2026Q2: 45,588 shares 45,588 $1.14M 0.06% +15,168 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,699 shares; 2025Q2: 18,257 shares; 2025Q3: 18,122 shares; 2025Q4: 15,330 shares; 2026Q1: 20,361 shares; 2026Q2: 21,568 shares 21,568 $1.14M 0.06% +1,207 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,446 shares; 2025Q1: 90,253 shares; 2025Q2: 64,704 shares; 2025Q3: 56,500 shares; 2025Q4: 78,453 shares; 2026Q1: 91,729 shares; 2026Q2: 43,972 shares 43,972 $1.14M 0.06% -47,757 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,997 shares; 2026Q1: 1,983 shares; 2026Q2: 3,993 shares 3,993 $1.13M 0.06% +2,010 Timeline AVES 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: 41,073 shares; 2024Q4: 43,973 shares; 2025Q1: 47,305 shares; 2025Q2: 50,542 shares; 2025Q3: 50,728 shares; 2025Q4: 18,549 shares; 2026Q1: 17,378 shares; 2026Q2: 16,777 shares 16,777 $1.1M 0.05% -601 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,860 shares; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 3,267 shares; 2026Q1: 3,882 shares; 2026Q2: 4,723 shares 4,723 $1.06M 0.05% +841 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,123 shares; 2025Q3: 5,445 shares; 2025Q4: 6,146 shares; 2026Q1: 9,327 shares; 2026Q2: 12,780 shares 12,780 $1.06M 0.05% +3,453 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066 shares; 2025Q4: 1,647 shares; 2026Q1: 1,937 shares; 2026Q2: 2,131 shares 2,131 $1.06M 0.05% +194 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,751 shares; 2026Q1: 19,199 shares; 2026Q2: 21,076 shares 21,076 $1.05M 0.05% +1,877 Timeline BMAR 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: 19,899 shares; 2024Q4: 19,414 shares; 2025Q1: 13,311 shares; 2025Q2: 13,311 shares; 2025Q3: 13,311 shares; 2025Q4: 13,101 shares; 2026Q1: 14,336 shares; 2026Q2: 18,240 shares 18,240 $1.05M 0.05% +3,904 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 21,608 shares; 2025Q2: 21,608 shares; 2025Q3: 21,608 shares; 2025Q4: 28,223 shares; 2026Q1: 41,703 shares; 2026Q2: 42,753 shares 42,753 $1.05M 0.05% +1,050 Timeline CDNL CARDINAL INFRASTRUCTURE GROU More: the full row for CARDINAL INFRASTRUCTURE GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,090 shares 11,090 $1.04M 0.05% new 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: 4,020 shares; 2024Q4: 4,045 shares; 2025Q1: 4,631 shares; 2025Q2: 4,738 shares; 2025Q3: 5,021 shares; 2025Q4: 4,985 shares; 2026Q1: 5,016 shares; 2026Q2: 5,036 shares 5,036 $1.04M 0.05% +20 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,555 shares; 2024Q4: 15,767 shares; 2025Q1: 16,637 shares; 2025Q2: 17,674 shares; 2025Q3: 17,827 shares; 2025Q4: 10,740 shares; 2026Q1: 10,649 shares; 2026Q2: 10,888 shares 10,888 $1.04M 0.05% +239 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,452 shares; 2024Q4: 14,130 shares; 2025Q1: 16,941 shares; 2025Q2: 11,810 shares; 2025Q3: 11,602 shares; 2025Q4: 14,305 shares; 2026Q1: 13,367 shares; 2026Q2: 8,546 shares 8,546 $1.04M 0.05% -4,821 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,938 shares; 2024Q4: 78,368 shares; 2025Q1: 52,392 shares; 2025Q2: 22,363 shares; 2025Q3: 21,222 shares; 2025Q4: 23,168 shares; 2026Q1: 15,637 shares; 2026Q2: 12,007 shares 12,007 $1.04M 0.05% -3,630 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: 10,438 shares; 2024Q4: 10,114 shares; 2025Q1: 8,438 shares; 2025Q2: 10,163 shares; 2025Q3: 14,561 shares; 2025Q4: 15,119 shares; 2026Q1: 8,651 shares; 2026Q2: 12,875 shares 12,875 $1.03M 0.05% +4,224 Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,367 shares; 2026Q2: 44,481 shares 44,481 $1.03M 0.05% +10,114 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,503 shares; 2025Q1: 2,619 shares; 2025Q2: 2,226 shares; 2025Q3: 2,796 shares; 2025Q4: 2,715 shares; 2026Q1: 2,823 shares; 2026Q2: 6,060 shares 6,060 $1.03M 0.05% +3,237 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: 9,926 shares; 2024Q4: 9,806 shares; 2025Q1: 14,999 shares; 2025Q2: 13,887 shares; 2025Q3: 6,027 shares; 2025Q4: 5,514 shares; 2026Q1: 5,357 shares; 2026Q2: 5,368 shares 5,368 $1.02M 0.05% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,609 shares; 2025Q4: 16,587 shares; 2026Q1: 19,151 shares; 2026Q2: 21,257 shares 21,257 $1.02M 0.05% +2,106 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,441 shares; 2024Q4: 3,346 shares; 2025Q1: 4,650 shares; 2025Q2: 4,672 shares; 2025Q3: 5,330 shares; 2025Q4: 4,293 shares; 2026Q1: 4,815 shares; 2026Q2: 4,716 shares 4,716 $1.02M 0.05% -99 Timeline UAUG 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: 56,600 shares; 2024Q4: 52,117 shares; 2025Q1: 48,585 shares; 2025Q2: 48,585 shares; 2025Q3: 51,717 shares; 2025Q4: 48,791 shares; 2026Q1: 24,416 shares; 2026Q2: 24,163 shares 24,163 $1.02M 0.05% -253 Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,516 shares; 2025Q1: 19,215 shares; 2025Q2: 57,834 shares; 2025Q3: 77,362 shares; 2025Q4: 86,469 shares; 2026Q1: 11,183 shares; 2026Q2: 32,858 shares 32,858 $1.02M 0.05% +21,675 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 522 shares; 2025Q1: 575 shares; 2025Q2: 501 shares; 2025Q3: 550 shares; 2025Q4: 408 shares; 2026Q1: 753 shares; 2026Q2: 1,273 shares 1,273 $1.01M 0.05% +520 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: 21,800 shares; 2024Q4: 23,449 shares; 2025Q1: 22,074 shares; 2025Q2: 21,561 shares; 2025Q3: 21,358 shares; 2025Q4: 20,315 shares; 2026Q1: 19,675 shares; 2026Q2: 19,946 shares 19,946 $1.01M 0.05% +271 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,374 shares; 2024Q4: 34,241 shares; 2025Q1: 29,648 shares; 2025Q2: 24,652 shares; 2025Q3: 22,153 shares; 2025Q4: 18,538 shares; 2026Q1: 13,582 shares; 2026Q2: 13,316 shares 13,316 $1M 0.05% -266 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: 7,271 shares; 2024Q4: 8,068 shares; 2025Q1: 8,238 shares; 2025Q2: 6,051 shares; 2025Q3: 5,673 shares; 2025Q4: 4,932 shares; 2026Q1: 6,665 shares; 2026Q2: 8,975 shares 8,975 $979K 0.05% +2,310 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,665 shares; 2025Q1: 12,665 shares; 2025Q2: 18,436 shares; 2025Q3: 18,436 shares; 2025Q4: 18,436 shares; 2026Q1: 18,436 shares; 2026Q2: 18,436 shares 18,436 $971K 0.05% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,859 shares; 2024Q4: 19,646 shares; 2025Q1: 20,316 shares; 2025Q2: 16,664 shares; 2025Q3: 21,792 shares; 2025Q4: 20,591 shares; 2026Q1: 18,319 shares; 2026Q2: 18,011 shares 18,011 $966K 0.05% -308 Timeline ITM 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: 6,811 shares; 2024Q4: 8,640 shares; 2025Q1: 30,739 shares; 2025Q2: 15,663 shares; 2025Q3: 16,380 shares; 2025Q4: 19,649 shares; 2026Q1: 15,185 shares; 2026Q2: 20,545 shares 20,545 $965K 0.05% +5,360 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,785 shares; 2024Q4: 2,424 shares; 2025Q1: 2,010 shares; 2025Q2: not reported; 2025Q3: 1,976 shares; 2025Q4: 4,642 shares; 2026Q1: 7,319 shares; 2026Q2: 8,163 shares 8,163 $957K 0.05% +844 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,043 shares; 2024Q4: 11,627 shares; 2025Q1: 11,309 shares; 2025Q2: 10,664 shares; 2025Q3: 10,467 shares; 2025Q4: 10,186 shares; 2026Q1: 9,925 shares; 2026Q2: 9,944 shares 9,944 $957K 0.05% +19 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,759 shares; 2025Q3: 11,399 shares; 2025Q4: 12,626 shares; 2026Q1: 13,057 shares; 2026Q2: 13,133 shares 13,133 $950K 0.05% +76 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 5,823 shares; 2025Q3: 3,341 shares; 2025Q4: 3,861 shares; 2026Q1: 7,024 shares; 2026Q2: 8,843 shares 8,843 $947K 0.05% +1,819 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: 8,967 shares; 2024Q4: 16,367 shares; 2025Q1: 27,751 shares; 2025Q2: 14,301 shares; 2025Q3: 28,606 shares; 2025Q4: 12,823 shares; 2026Q1: 27,774 shares; 2026Q2: 16,110 shares 16,110 $942K 0.05% -11,664 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,698 shares; 2024Q4: 2,742 shares; 2025Q1: 2,714 shares; 2025Q2: 2,552 shares; 2025Q3: 2,403 shares; 2025Q4: 1,779 shares; 2026Q1: 1,849 shares; 2026Q2: 1,837 shares 1,837 $936K 0.05% -12 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,573 shares; 2024Q4: 3,322 shares; 2025Q1: 4,367 shares; 2025Q2: 4,444 shares; 2025Q3: 3,478 shares; 2025Q4: 3,430 shares; 2026Q1: 3,208 shares; 2026Q2: 1,814 shares 1,814 $932K 0.05% -1,394 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,588 shares; 2024Q4: 67,361 shares; 2025Q1: 30,957 shares; 2025Q2: 30,027 shares; 2025Q3: 28,442 shares; 2025Q4: 17,669 shares; 2026Q1: 17,688 shares; 2026Q2: 17,484 shares 17,484 $931K 0.05% -204 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: 23,064 shares; 2024Q4: 24,061 shares; 2025Q1: 24,100 shares; 2025Q2: 24,808 shares; 2025Q3: 24,366 shares; 2025Q4: 20,172 shares; 2026Q1: 20,014 shares; 2026Q2: 20,014 shares 20,014 $929K 0.05% 0 Timeline PTNQ 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: 3,542 shares; 2024Q4: 2,993 shares; 2025Q1: 4,831 shares; 2025Q2: 6,182 shares; 2025Q3: 7,742 shares; 2025Q4: 8,874 shares; 2026Q1: 9,482 shares; 2026Q2: 10,374 shares 10,374 $920K 0.05% +892 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,848 shares; 2024Q4: 5,466 shares; 2025Q1: 5,628 shares; 2025Q2: 8,749 shares; 2025Q3: 9,297 shares; 2025Q4: 9,538 shares; 2026Q1: 10,172 shares; 2026Q2: 11,030 shares 11,030 $911K 0.05% +858 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,637 shares; 2025Q2: 10,547 shares; 2025Q3: 16,583 shares; 2025Q4: 18,046 shares; 2026Q1: 19,833 shares; 2026Q2: 20,902 shares 20,902 $902K 0.05% +1,069 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,864 shares; 2024Q4: 10,543 shares; 2025Q1: 10,912 shares; 2025Q2: 12,826 shares; 2025Q3: 12,476 shares; 2025Q4: 12,142 shares; 2026Q1: 11,636 shares; 2026Q2: 12,519 shares 12,519 $901K 0.05% +883 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,419 shares; 2025Q2: 13,521 shares; 2025Q3: 17,579 shares; 2025Q4: 19,429 shares; 2026Q1: 21,865 shares; 2026Q2: 22,718 shares 22,718 $892K 0.04% +853 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,943 shares; 2024Q4: 14,111 shares; 2025Q1: 13,675 shares; 2025Q2: 9,333 shares; 2025Q3: 9,561 shares; 2025Q4: 9,328 shares; 2026Q1: 9,278 shares; 2026Q2: 9,227 shares 9,227 $890K 0.04% -51 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,479 shares; 2024Q4: 3,173 shares; 2025Q1: 3,350 shares; 2025Q2: 2,957 shares; 2025Q3: 2,803 shares; 2025Q4: 3,063 shares; 2026Q1: 2,998 shares; 2026Q2: 11,019 shares 11,019 $888K 0.04% +8,021 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,886 shares; 2024Q4: 2,935 shares; 2025Q1: 3,021 shares; 2025Q2: 3,027 shares; 2025Q3: 3,049 shares; 2025Q4: 2,276 shares; 2026Q1: 2,480 shares; 2026Q2: 2,622 shares 2,622 $887K 0.04% +142 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,416 shares; 2024Q4: 21,622 shares; 2025Q1: 21,338 shares; 2025Q2: 20,074 shares; 2025Q3: 20,090 shares; 2025Q4: 17,743 shares; 2026Q1: 17,750 shares; 2026Q2: 16,998 shares 16,998 $886K 0.04% -752 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,030 shares; 2024Q4: 5,000 shares; 2025Q1: 5,700 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 9,900 shares; 2026Q1: 9,900 shares; 2026Q2: 29,700 shares 29,700 $885K 0.04% +19,800 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: 6,163 shares; 2024Q4: 7,307 shares; 2025Q1: 6,511 shares; 2025Q2: 7,077 shares; 2025Q3: 12,460 shares; 2025Q4: 7,310 shares; 2026Q1: 6,657 shares; 2026Q2: 6,171 shares 6,171 $883K 0.04% -486 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: 13,964 shares; 2024Q4: 14,800 shares; 2025Q1: 15,355 shares; 2025Q2: 16,330 shares; 2025Q3: 17,166 shares; 2025Q4: 17,428 shares; 2026Q1: 17,505 shares; 2026Q2: 19,506 shares 19,506 $873K 0.04% +2,001 Timeline VIDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,860 shares; 2025Q3: 22,520 shares; 2025Q4: 22,850 shares; 2026Q1: 22,649 shares; 2026Q2: 22,248 shares 22,248 $868K 0.04% -401 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,010 shares; 2024Q4: 9,045 shares; 2025Q1: 10,134 shares; 2025Q2: 7,805 shares; 2025Q3: 7,917 shares; 2025Q4: 8,018 shares; 2026Q1: 7,703 shares; 2026Q2: 8,297 shares 8,297 $863K 0.04% +594 Timeline OCTW 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: 74,122 shares; 2024Q4: 47,749 shares; 2025Q1: 42,689 shares; 2025Q2: 43,727 shares; 2025Q3: 42,842 shares; 2025Q4: 20,977 shares; 2026Q1: 20,977 shares; 2026Q2: 20,977 shares 20,977 $858K 0.04% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,925 shares; 2026Q1: 10,685 shares; 2026Q2: 15,000 shares 15,000 $852K 0.04% +4,315 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,842 shares; 2024Q4: 3,850 shares; 2025Q1: 3,936 shares; 2025Q2: 4,681 shares; 2025Q3: 4,109 shares; 2025Q4: 2,713 shares; 2026Q1: 2,232 shares; 2026Q2: 2,044 shares 2,044 $850K 0.04% -188 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,618 shares; 2025Q2: 4,320 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares; 2026Q1: 4,080 shares; 2026Q2: 4,080 shares 4,080 $827K 0.04% 0 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: 9,695 shares; 2025Q1: 31,676 shares; 2025Q2: 131,834 shares; 2025Q3: 157,526 shares; 2025Q4: 20,412 shares; 2026Q1: 20,872 shares; 2026Q2: 21,737 shares 21,737 $825K 0.04% +865 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,498 shares; 2024Q4: 2,491 shares; 2025Q1: 2,981 shares; 2025Q2: 3,639 shares; 2025Q3: 3,722 shares; 2025Q4: 1,138 shares; 2026Q1: 1,294 shares; 2026Q2: 1,080 shares 1,080 $824K 0.04% -214 Timeline LGLV 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: 5,243 shares; 2024Q4: 5,236 shares; 2025Q1: 4,962 shares; 2025Q2: 4,915 shares; 2025Q3: 4,873 shares; 2025Q4: 4,860 shares; 2026Q1: 4,711 shares; 2026Q2: 4,531 shares 4,531 $822K 0.04% -180 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,560 shares 17,560 $821K 0.04% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,992 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,998 shares; 2025Q3: 9,048 shares; 2025Q4: 16,667 shares; 2026Q1: 15,580 shares; 2026Q2: 15,990 shares 15,990 $813K 0.04% +410 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,209 shares; 2025Q3: 2,909 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,006 shares 9,006 $811K 0.04% new Timeline GSLC 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: 5,592 shares; 2024Q4: 5,828 shares; 2025Q1: 5,521 shares; 2025Q2: 5,529 shares; 2025Q3: 5,337 shares; 2025Q4: 4,608 shares; 2026Q1: 7,940 shares; 2026Q2: 5,717 shares 5,717 $811K 0.04% -2,223 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: 4,314 shares; 2024Q4: 4,300 shares; 2025Q1: 5,853 shares; 2025Q2: 5,592 shares; 2025Q3: 5,259 shares; 2025Q4: 5,201 shares; 2026Q1: 4,940 shares; 2026Q2: 4,902 shares 4,902 $802K 0.04% -38 Timeline FNDF 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: 14,764 shares; 2024Q4: 10,256 shares; 2025Q1: 9,567 shares; 2025Q2: 9,089 shares; 2025Q3: 10,955 shares; 2025Q4: 14,364 shares; 2026Q1: 20,078 shares; 2026Q2: 15,106 shares 15,106 $797K 0.04% -4,972 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: 27,850 shares; 2024Q4: 26,890 shares; 2025Q1: 26,386 shares; 2025Q2: 21,854 shares; 2025Q3: 21,779 shares; 2025Q4: 15,496 shares; 2026Q1: 15,496 shares; 2026Q2: 14,566 shares 14,566 $768K 0.04% -930 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,946 shares; 2025Q1: 4,511 shares; 2025Q2: 6,017 shares; 2025Q3: not reported; 2025Q4: 9,025 shares; 2026Q1: 11,705 shares; 2026Q2: 12,482 shares 12,482 $767K 0.04% +777 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,432 shares 4,432 $757K 0.04% new Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,557 shares 17,557 $756K 0.04% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,741 shares 1,741 $751K 0.04% new Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,278 shares; 2024Q4: 7,897 shares; 2025Q1: 6,477 shares; 2025Q2: 5,542 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,219 shares 18,219 $750K 0.04% new 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: 5,691 shares; 2024Q4: 5,610 shares; 2025Q1: 5,489 shares; 2025Q2: 5,393 shares; 2025Q3: 4,610 shares; 2025Q4: 4,636 shares; 2026Q1: 4,641 shares; 2026Q2: 4,621 shares 4,621 $748K 0.04% -20 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,048 shares; 2024Q4: 38,746 shares; 2025Q1: 25,485 shares; 2025Q2: 28,660 shares; 2025Q3: 28,385 shares; 2025Q4: 29,830 shares; 2026Q1: 24,943 shares; 2026Q2: 8,218 shares 8,218 $745K 0.04% -16,725 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: 14,758 shares; 2024Q4: 14,758 shares; 2025Q1: 14,541 shares; 2025Q2: 14,452 shares; 2025Q3: 14,452 shares; 2025Q4: 14,167 shares; 2026Q1: 14,167 shares; 2026Q2: 13,878 shares 13,878 $744K 0.04% -289 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: 46,227 shares; 2024Q4: 47,169 shares; 2025Q1: 44,999 shares; 2025Q2: 38,830 shares; 2025Q3: 36,739 shares; 2025Q4: 33,313 shares; 2026Q1: 33,185 shares; 2026Q2: 30,778 shares 30,778 $741K 0.04% -2,407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,622 shares; 2026Q2: 17,818 shares 17,818 $739K 0.04% +10,196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,144 shares; 2025Q4: 10,587 shares; 2026Q1: 10,587 shares; 2026Q2: 9,776 shares 9,776 $732K 0.04% -811 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 12,526 shares; 2026Q2: 13,053 shares 13,053 $730K 0.04% +527 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,266 shares; 2025Q3: 339,536 shares; 2025Q4: 24,042 shares; 2026Q1: 24,858 shares; 2026Q2: 27,374 shares 27,374 $726K 0.04% +2,516 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,732 shares; 2024Q4: 2,839 shares; 2025Q1: 3,271 shares; 2025Q2: 1,800 shares; 2025Q3: 1,662 shares; 2025Q4: 528 shares; 2026Q1: 577 shares; 2026Q2: 710 shares 710 $718K 0.04% +133 Timeline LCTU 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: 18,471 shares; 2024Q4: 14,121 shares; 2025Q1: 13,905 shares; 2025Q2: 11,222 shares; 2025Q3: 10,439 shares; 2025Q4: 9,805 shares; 2026Q1: 9,074 shares; 2026Q2: 8,944 shares 8,944 $717K 0.04% -130 Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,280 shares; 2025Q4: 18,650 shares; 2026Q1: 19,538 shares; 2026Q2: 20,702 shares 20,702 $716K 0.04% +1,164 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: 12,781 shares; 2024Q4: 12,445 shares; 2025Q1: 7,586 shares; 2025Q2: 1,852 shares; 2025Q3: 5,103 shares; 2025Q4: 4,999 shares; 2026Q1: 5,010 shares; 2026Q2: 4,796 shares 4,796 $709K 0.04% -214 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,513 shares; 2026Q2: 3,538 shares 3,538 $707K 0.04% +25 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: 7,010 shares; 2024Q4: 7,010 shares; 2025Q1: 7,010 shares; 2025Q2: 7,010 shares; 2025Q3: 17,482 shares; 2025Q4: 18,227 shares; 2026Q1: 14,228 shares; 2026Q2: 14,928 shares 14,928 $699K 0.03% +700 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,780 shares; 2026Q1: 30,280 shares; 2026Q2: 28,358 shares 28,358 $699K 0.03% -1,922 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,124 shares; 2024Q4: 13,487 shares; 2025Q1: 13,771 shares; 2025Q2: 10,495 shares; 2025Q3: 10,528 shares; 2025Q4: 4,761 shares; 2026Q1: 4,531 shares; 2026Q2: 4,543 shares 4,543 $691K 0.03% +12 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,556 shares; 2024Q4: 25,902 shares; 2025Q1: 25,846 shares; 2025Q2: 17,236 shares; 2025Q3: 18,453 shares; 2025Q4: 18,544 shares; 2026Q1: 18,366 shares; 2026Q2: 18,489 shares 18,489 $690K 0.03% +123 Timeline BKLN 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: 24,850 shares; 2024Q4: 24,662 shares; 2025Q1: 28,324 shares; 2025Q2: 26,837 shares; 2025Q3: 28,748 shares; 2025Q4: 27,358 shares; 2026Q1: 25,741 shares; 2026Q2: 33,801 shares 33,801 $689K 0.03% +8,060 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,880 shares; 2024Q4: 4,958 shares; 2025Q1: 4,438 shares; 2025Q2: 4,761 shares; 2025Q3: 4,866 shares; 2025Q4: 1,760 shares; 2026Q1: 1,620 shares; 2026Q2: 1,601 shares 1,601 $682K 0.03% -19 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,981 shares; 2024Q4: 5,907 shares; 2025Q1: 5,914 shares; 2025Q2: 2,750 shares; 2025Q3: 2,633 shares; 2025Q4: 2,539 shares; 2026Q1: 2,604 shares; 2026Q2: 2,666 shares 2,666 $682K 0.03% +62 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: 190,172 shares; 2024Q4: 171,813 shares; 2025Q1: 93,864 shares; 2025Q2: 23,146 shares; 2025Q3: 23,879 shares; 2025Q4: 16,208 shares; 2026Q1: 15,071 shares; 2026Q2: 14,501 shares 14,501 $680K 0.03% -570 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,148 shares; 2024Q4: 18,331 shares; 2025Q1: 21,147 shares; 2025Q2: 21,157 shares; 2025Q3: 20,495 shares; 2025Q4: 19,849 shares; 2026Q1: 18,320 shares; 2026Q2: 18,222 shares 18,222 $679K 0.03% -98 Timeline XMAG 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,280 shares; 2026Q2: 25,992 shares 25,992 $678K 0.03% -288 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: 45,238 shares; 2024Q4: 45,071 shares; 2025Q1: 10,890 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,750 shares 10,750 $678K 0.03% new 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: 71,591 shares; 2024Q4: 69,245 shares; 2025Q1: 69,254 shares; 2025Q2: 45,705 shares; 2025Q3: 49,230 shares; 2025Q4: 20,726 shares; 2026Q1: 21,341 shares; 2026Q2: 21,103 shares 21,103 $675K 0.03% -238 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,780 shares; 2025Q2: 3,277 shares; 2025Q3: 3,491 shares; 2025Q4: 3,476 shares; 2026Q1: 3,666 shares; 2026Q2: 4,647 shares 4,647 $672K 0.03% +981 Timeline VEU 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: 5,072 shares; 2024Q4: 4,156 shares; 2025Q1: 3,747 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,445 shares; 2026Q2: 7,990 shares 7,990 $669K 0.03% +4,545 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,789 shares; 2025Q4: 31,513 shares; 2026Q1: 31,513 shares; 2026Q2: 31,513 shares 31,513 $669K 0.03% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,026 shares; 2025Q3: 12,672 shares; 2025Q4: 12,986 shares; 2026Q1: 13,365 shares; 2026Q2: 27,119 shares 27,119 $669K 0.03% +13,754 Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,067 shares 26,067 $668K 0.03% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,257 shares; 2025Q2: 7,152 shares; 2025Q3: 9,842 shares; 2025Q4: 7,403 shares; 2026Q1: 7,371 shares; 2026Q2: 6,277 shares 6,277 $667K 0.03% -1,094 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,769 shares; 2024Q4: 12,762 shares; 2025Q1: 13,092 shares; 2025Q2: 12,902 shares; 2025Q3: 12,916 shares; 2025Q4: 6,992 shares; 2026Q1: 7,024 shares; 2026Q2: 7,262 shares 7,262 $666K 0.03% +238 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 1,158 shares; 2025Q3: 1,375 shares; 2025Q4: 572 shares; 2026Q1: 600 shares; 2026Q2: 690 shares 690 $664K 0.03% +90 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,089 shares; 2024Q4: 30,769 shares; 2025Q1: 35,780 shares; 2025Q2: 30,749 shares; 2025Q3: 31,285 shares; 2025Q4: 27,758 shares; 2026Q1: 31,269 shares; 2026Q2: 32,030 shares 32,030 $663K 0.03% +761 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 1,805 shares; 2026Q1: 1,825 shares; 2026Q2: 1,817 shares 1,817 $663K 0.03% -8 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,985 shares; 2025Q4: 7,192 shares; 2026Q1: 8,005 shares; 2026Q2: 4,630 shares 4,630 $662K 0.03% -3,375 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: 8,727 shares; 2024Q4: 7,704 shares; 2025Q1: 10,045 shares; 2025Q2: 8,640 shares; 2025Q3: 9,225 shares; 2025Q4: 6,504 shares; 2026Q1: 6,196 shares; 2026Q2: 6,133 shares 6,133 $659K 0.03% -63 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,202 shares; 2025Q4: 3,343 shares; 2026Q1: 6,251 shares; 2026Q2: 7,446 shares 7,446 $659K 0.03% +1,195 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,275 shares; 2024Q4: 4,273 shares; 2025Q1: 4,141 shares; 2025Q2: 4,052 shares; 2025Q3: 4,047 shares; 2025Q4: 3,770 shares; 2026Q1: 3,637 shares; 2026Q2: 3,637 shares 3,637 $648K 0.03% 0 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: 8,403 shares; 2025Q1: 11,956 shares; 2025Q2: 10,651 shares; 2025Q3: 18,495 shares; 2025Q4: 9,601 shares; 2026Q1: 20,127 shares; 2026Q2: 19,408 shares 19,408 $646K 0.03% -719 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,166 shares 2,166 $645K 0.03% new Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,949 shares 22,949 $644K 0.03% new Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,742 shares; 2025Q2: 13,592 shares; 2025Q3: 25,344 shares; 2025Q4: 28,782 shares; 2026Q1: 29,055 shares; 2026Q2: 30,722 shares 30,722 $641K 0.03% +1,667 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: 4,606 shares; 2024Q4: 7,316 shares; 2025Q1: 4,241 shares; 2025Q2: not reported; 2025Q3: 12,369 shares; 2025Q4: 14,282 shares; 2026Q1: 12,770 shares; 2026Q2: 11,278 shares 11,278 $638K 0.03% -1,492 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: 14,480 shares; 2024Q4: 12,710 shares; 2025Q1: 11,051 shares; 2025Q2: 10,614 shares; 2025Q3: 10,526 shares; 2025Q4: 8,327 shares; 2026Q1: 7,722 shares; 2026Q2: 7,738 shares 7,738 $637K 0.03% +16 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,556 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,914 shares; 2026Q2: 4,558 shares 4,558 $636K 0.03% -356 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,953 shares; 2024Q4: 7,141 shares; 2025Q1: 8,065 shares; 2025Q2: 6,859 shares; 2025Q3: 7,558 shares; 2025Q4: 4,576 shares; 2026Q1: 5,196 shares; 2026Q2: 5,376 shares 5,376 $633K 0.03% +180 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,140 shares; 2024Q4: 1,974 shares; 2025Q1: 1,632 shares; 2025Q2: 2,661 shares; 2025Q3: 3,029 shares; 2025Q4: 2,876 shares; 2026Q1: 2,736 shares; 2026Q2: 1,224 shares 1,224 $631K 0.03% -1,512 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,490 shares 8,490 $627K 0.03% new Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,796 shares; 2026Q1: 32,131 shares; 2026Q2: 31,194 shares 31,194 $626K 0.03% -937 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,120 shares; 2024Q4: 8,320 shares; 2025Q1: 7,620 shares; 2025Q2: 7,040 shares; 2025Q3: 6,788 shares; 2025Q4: 6,788 shares; 2026Q1: 6,040 shares; 2026Q2: 6,040 shares 6,040 $626K 0.03% 0 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: 2,858 shares; 2024Q4: 3,060 shares; 2025Q1: 3,508 shares; 2025Q2: 4,386 shares; 2025Q3: 5,126 shares; 2025Q4: 5,861 shares; 2026Q1: 6,632 shares; 2026Q2: 7,367 shares 7,367 $623K 0.03% +735 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,825 shares; 2024Q4: 10,776 shares; 2025Q1: 14,540 shares; 2025Q2: 12,208 shares; 2025Q3: 11,705 shares; 2025Q4: 10,038 shares; 2026Q1: 9,050 shares; 2026Q2: 9,077 shares 9,077 $621K 0.03% +27 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,695 shares; 2026Q2: 3,952 shares 3,952 $618K 0.03% +2,257 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,861 shares; 2024Q4: 13,363 shares; 2025Q1: 13,972 shares; 2025Q2: 13,165 shares; 2025Q3: 12,848 shares; 2025Q4: 12,638 shares; 2026Q1: 11,452 shares; 2026Q2: 11,433 shares 11,433 $610K 0.03% -19 Timeline JMST 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: 4,279 shares; 2024Q4: not reported; 2025Q1: 11,209 shares; 2025Q2: 11,214 shares; 2025Q3: 14,195 shares; 2025Q4: 14,200 shares; 2026Q1: 14,204 shares; 2026Q2: 11,909 shares 11,909 $607K 0.03% -2,295 Timeline IGSB 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: 7,571 shares; 2025Q4: 11,819 shares; 2026Q1: 11,743 shares; 2026Q2: 11,551 shares 11,551 $605K 0.03% -192 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,770 shares; 2024Q4: 11,595 shares; 2025Q1: 23,680 shares; 2025Q2: 10,472 shares; 2025Q3: 26,444 shares; 2025Q4: 9,531 shares; 2026Q1: 24,854 shares; 2026Q2: 11,517 shares 11,517 $602K 0.03% -13,337 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 713 shares 713 $598K 0.03% new Timeline GVIP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,345 shares; 2026Q1: 3,123 shares; 2026Q2: 3,166 shares 3,166 $597K 0.03% +43 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: 14,596 shares; 2024Q4: 15,724 shares; 2025Q1: 14,070 shares; 2025Q2: 11,450 shares; 2025Q3: 9,809 shares; 2025Q4: 8,875 shares; 2026Q1: 8,661 shares; 2026Q2: 10,984 shares 10,984 $595K 0.03% +2,323 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,966 shares; 2024Q4: 30,297 shares; 2025Q1: 33,211 shares; 2025Q2: 33,721 shares; 2025Q3: 35,015 shares; 2025Q4: 36,786 shares; 2026Q1: 8,883 shares; 2026Q2: 6,174 shares 6,174 $595K 0.03% -2,709 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,870 shares; 2024Q4: 15,836 shares; 2025Q1: 14,856 shares; 2025Q2: 13,442 shares; 2025Q3: 10,059 shares; 2025Q4: 10,819 shares; 2026Q1: 15,758 shares; 2026Q2: 14,556 shares 14,556 $591K 0.03% -1,202 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,136 shares; 2025Q1: 1,154 shares; 2025Q2: 386 shares; 2025Q3: 438 shares; 2025Q4: 636 shares; 2026Q1: 688 shares; 2026Q2: 711 shares 711 $590K 0.03% +23 Timeline BJAN 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: 15,203 shares; 2024Q4: 15,128 shares; 2025Q1: 31,453 shares; 2025Q2: 36,134 shares; 2025Q3: 35,883 shares; 2025Q4: 8,400 shares; 2026Q1: 9,878 shares; 2026Q2: 9,919 shares 9,919 $584K 0.03% +41 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,412 shares; 2024Q4: 5,644 shares; 2025Q1: 3,529 shares; 2025Q2: 3,452 shares; 2025Q3: 4,671 shares; 2025Q4: 7,930 shares; 2026Q1: 8,371 shares; 2026Q2: 10,959 shares 10,959 $582K 0.03% +2,588 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: 5,038 shares; 2024Q4: 4,710 shares; 2025Q1: 4,948 shares; 2025Q2: 4,384 shares; 2025Q3: 4,240 shares; 2025Q4: 4,283 shares; 2026Q1: 5,212 shares; 2026Q2: 5,204 shares 5,204 $579K 0.03% -8 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,776 shares; 2025Q3: 5,776 shares; 2025Q4: 5,985 shares; 2026Q1: 6,164 shares; 2026Q2: 11,732 shares 11,732 $574K 0.03% +5,568 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 5,345 shares; 2025Q4: 5,513 shares; 2026Q1: 9,923 shares; 2026Q2: 11,229 shares 11,229 $572K 0.03% +1,306 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,225 shares; 2024Q4: 137,346 shares; 2025Q1: 130,219 shares; 2025Q2: 111,581 shares; 2025Q3: 54,021 shares; 2025Q4: 12,013 shares; 2026Q1: 12,025 shares; 2026Q2: 12,413 shares 12,413 $565K 0.03% +388 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE 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: 19,193 shares 19,193 $564K 0.03% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,917 shares; 2024Q4: 3,927 shares; 2025Q1: 3,581 shares; 2025Q2: 3,420 shares; 2025Q3: 3,453 shares; 2025Q4: 3,434 shares; 2026Q1: 3,446 shares; 2026Q2: 3,325 shares 3,325 $554K 0.03% -121 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,740 shares; 2024Q4: 39,010 shares; 2025Q1: 32,507 shares; 2025Q2: 26,213 shares; 2025Q3: 26,069 shares; 2025Q4: 18,675 shares; 2026Q1: 18,645 shares; 2026Q2: 18,645 shares 18,645 $554K 0.03% 0 Timeline RSJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,209 shares; 2024Q4: 8,258 shares; 2025Q1: 11,281 shares; 2025Q2: 11,566 shares; 2025Q3: 14,287 shares; 2025Q4: 14,574 shares; 2026Q1: 14,739 shares; 2026Q2: 14,798 shares 14,798 $551K 0.03% +59 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: 12,775 shares; 2024Q4: 13,493 shares; 2025Q1: 9,489 shares; 2025Q2: 10,947 shares; 2025Q3: 9,583 shares; 2025Q4: 9,233 shares; 2026Q1: 8,842 shares; 2026Q2: 11,434 shares 11,434 $548K 0.03% +2,592 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,478 shares; 2024Q4: 8,181 shares; 2025Q1: 7,640 shares; 2025Q2: 6,343 shares; 2025Q3: 6,099 shares; 2025Q4: 6,326 shares; 2026Q1: 6,639 shares; 2026Q2: 6,620 shares 6,620 $547K 0.03% -19 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277 shares; 2024Q4: 916 shares; 2025Q1: 941 shares; 2025Q2: 915 shares; 2025Q3: 1,037 shares; 2025Q4: 976 shares; 2026Q1: 1,035 shares; 2026Q2: 969 shares 969 $543K 0.03% -66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,216 shares; 2025Q4: 3,638 shares; 2026Q1: 2,623 shares; 2026Q2: 2,440 shares 2,440 $540K 0.03% -183 Timeline FVD 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: 58,843 shares; 2024Q4: 60,076 shares; 2025Q1: 39,275 shares; 2025Q2: 38,092 shares; 2025Q3: 35,672 shares; 2025Q4: 11,411 shares; 2026Q1: 11,435 shares; 2026Q2: 11,201 shares 11,201 $540K 0.03% -234 Timeline ILCG 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: 8,779 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,962 shares; 2025Q4: 3,920 shares; 2026Q1: 4,334 shares; 2026Q2: 4,609 shares 4,609 $539K 0.03% +275 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,949 shares; 2024Q4: 3,075 shares; 2025Q1: 3,206 shares; 2025Q2: 3,667 shares; 2025Q3: 4,033 shares; 2025Q4: 4,169 shares; 2026Q1: 4,590 shares; 2026Q2: 4,969 shares 4,969 $536K 0.03% +379 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS 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: 6,750 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares; 2026Q2: 13,700 shares 13,700 $536K 0.03% +6,950 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,026 shares 10,026 $535K 0.03% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,832 shares; 2025Q1: 3,979 shares; 2025Q2: 58,542 shares; 2025Q3: 222,102 shares; 2025Q4: not reported; 2026Q1: 6,185 shares; 2026Q2: 6,261 shares 6,261 $535K 0.03% +76 Timeline QARP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,092 shares; 2024Q4: 10,630 shares; 2025Q1: 8,511 shares; 2025Q2: 7,351 shares; 2025Q3: 7,069 shares; 2025Q4: 6,509 shares; 2026Q1: 10,591 shares; 2026Q2: 8,257 shares 8,257 $535K 0.03% -2,334 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,051 shares; 2024Q4: 6,187 shares; 2025Q1: 7,006 shares; 2025Q2: 8,355 shares; 2025Q3: 8,680 shares; 2025Q4: 1,374 shares; 2026Q1: 1,275 shares; 2026Q2: 1,477 shares 1,477 $535K 0.03% +202 Timeline UJUL 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: 13,643 shares; 2024Q4: 13,643 shares; 2025Q1: 13,764 shares; 2025Q2: 13,764 shares; 2025Q3: 24,787 shares; 2025Q4: 25,045 shares; 2026Q1: 24,461 shares; 2026Q2: 13,095 shares 13,095 $534K 0.03% -11,366 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,296 shares; 2024Q4: 5,639 shares; 2025Q1: 12,737 shares; 2025Q2: 12,731 shares; 2025Q3: 9,254 shares; 2025Q4: 3,444 shares; 2026Q1: 3,792 shares; 2026Q2: 3,636 shares 3,636 $533K 0.03% -156 Timeline FJUL 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: 17,055 shares; 2024Q4: 15,020 shares; 2025Q1: 19,593 shares; 2025Q2: 21,430 shares; 2025Q3: 8,830 shares; 2025Q4: 22,825 shares; 2026Q1: 26,109 shares; 2026Q2: 8,932 shares 8,932 $532K 0.03% -17,177 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,426 shares; 2024Q4: 75,390 shares; 2025Q1: 31,142 shares; 2025Q2: 9,861 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,908 shares 21,908 $529K 0.03% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,782 shares; 2024Q4: 3,797 shares; 2025Q1: 4,215 shares; 2025Q2: 5,717 shares; 2025Q3: 5,752 shares; 2025Q4: 4,075 shares; 2026Q1: 2,913 shares; 2026Q2: 4,696 shares 4,696 $520K 0.03% +1,783 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: 2,327 shares; 2024Q4: 2,316 shares; 2025Q1: 2,281 shares; 2025Q2: 2,101 shares; 2025Q3: 1,923 shares; 2025Q4: 1,887 shares; 2026Q1: 1,884 shares; 2026Q2: 1,987 shares 1,987 $517K 0.03% +103 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,430 shares; 2024Q4: 6,970 shares; 2025Q1: 4,615 shares; 2025Q2: 3,881 shares; 2025Q3: 3,948 shares; 2025Q4: 3,796 shares; 2026Q1: 3,628 shares; 2026Q2: 3,402 shares 3,402 $515K 0.03% -226 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: 18,713 shares; 2024Q4: 18,739 shares; 2025Q1: 22,612 shares; 2025Q2: 23,076 shares; 2025Q3: 24,381 shares; 2025Q4: 17,122 shares; 2026Q1: 16,902 shares; 2026Q2: 21,034 shares 21,034 $510K 0.03% +4,132 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 858 shares; 2024Q4: 1,469 shares; 2025Q1: 1,701 shares; 2025Q2: 1,943 shares; 2025Q3: 1,747 shares; 2025Q4: 1,602 shares; 2026Q1: 1,504 shares; 2026Q2: 1,472 shares 1,472 $506K 0.03% -32 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,032 shares; 2024Q4: 4,434 shares; 2025Q1: 4,298 shares; 2025Q2: 3,619 shares; 2025Q3: 3,604 shares; 2025Q4: 3,316 shares; 2026Q1: 3,054 shares; 2026Q2: 2,689 shares 2,689 $497K 0.02% -365 Timeline SMLV 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: 3,299 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 3,110 shares; 2026Q1: 3,110 shares; 2026Q2: 3,110 shares 3,110 $489K 0.02% 0 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,871 shares 21,871 $489K 0.02% new Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,301 shares; 2025Q2: 16,412 shares; 2025Q3: 21,716 shares; 2025Q4: 26,692 shares; 2026Q1: 28,789 shares; 2026Q2: 8,970 shares 8,970 $489K 0.02% -19,819 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,617 shares; 2025Q3: 20,846 shares; 2025Q4: 16,481 shares; 2026Q1: 19,586 shares; 2026Q2: 9,649 shares 9,649 $488K 0.02% -9,937 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: 658 shares; 2024Q4: 675 shares; 2025Q1: 594 shares; 2025Q2: 679 shares; 2025Q3: 661 shares; 2025Q4: 636 shares; 2026Q1: 613 shares; 2026Q2: 287 shares 287 $487K 0.02% -326 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,230 shares; 2024Q4: 5,057 shares; 2025Q1: 4,642 shares; 2025Q2: 3,196 shares; 2025Q3: 3,700 shares; 2025Q4: 3,288 shares; 2026Q1: 4,082 shares; 2026Q2: 6,220 shares 6,220 $485K 0.02% +2,138 Timeline FLCE ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,254 shares; 2025Q3: 12,218 shares; 2025Q4: 11,861 shares; 2026Q1: 13,189 shares; 2026Q2: 15,479 shares 15,479 $483K 0.02% +2,290 Timeline XYLD 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: 8,065 shares; 2026Q1: 10,418 shares; 2026Q2: 11,850 shares 11,850 $483K 0.02% +1,432 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,663 shares; 2025Q4: 24,245 shares; 2026Q1: 24,114 shares; 2026Q2: 24,612 shares 24,612 $482K 0.02% +498 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,101 shares; 2025Q3: 19,375 shares; 2025Q4: 19,597 shares; 2026Q1: 20,515 shares; 2026Q2: 21,197 shares 21,197 $481K 0.02% +682 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,473 shares; 2024Q4: 68,943 shares; 2025Q1: 70,623 shares; 2025Q2: 69,807 shares; 2025Q3: 47,444 shares; 2025Q4: 4,515 shares; 2026Q1: 5,089 shares; 2026Q2: 5,357 shares 5,357 $481K 0.02% +268 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,743 shares; 2024Q4: 6,311 shares; 2025Q1: 9,916 shares; 2025Q2: 8,498 shares; 2025Q3: 12,382 shares; 2025Q4: 13,191 shares; 2026Q1: 9,973 shares; 2026Q2: 9,498 shares 9,498 $480K 0.02% -475 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,148 shares; 2025Q4: 8,367 shares; 2026Q1: 9,675 shares; 2026Q2: 10,484 shares 10,484 $479K 0.02% +809 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,960 shares; 2025Q3: 10,581 shares; 2025Q4: 11,958 shares; 2026Q1: 12,185 shares; 2026Q2: 12,200 shares 12,200 $476K 0.02% +15 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,204 shares; 2024Q4: 6,673 shares; 2025Q1: 7,112 shares; 2025Q2: 4,781 shares; 2025Q3: 4,866 shares; 2025Q4: 4,645 shares; 2026Q1: 5,899 shares; 2026Q2: 6,461 shares 6,461 $474K 0.02% +562 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,933 shares; 2024Q4: 1,961 shares; 2025Q1: 2,254 shares; 2025Q2: 964 shares; 2025Q3: 1,009 shares; 2025Q4: 1,012 shares; 2026Q1: 1,018 shares; 2026Q2: 5,348 shares 5,348 $470K 0.02% +4,330 Timeline DMAX 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: 710,252 shares; 2025Q2: 687,463 shares; 2025Q3: 767,314 shares; 2025Q4: not reported; 2026Q1: 17,908 shares; 2026Q2: 17,165 shares 17,165 $469K 0.02% -743 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,772 shares; 2024Q4: 17,942 shares; 2025Q1: 22,453 shares; 2025Q2: 24,099 shares; 2025Q3: 7,975 shares; 2025Q4: 23,322 shares; 2026Q1: 26,641 shares; 2026Q2: 8,298 shares 8,298 $469K 0.02% -18,343 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,685 shares; 2024Q4: 6,816 shares; 2025Q1: 8,893 shares; 2025Q2: 8,014 shares; 2025Q3: 11,070 shares; 2025Q4: 5,405 shares; 2026Q1: 5,646 shares; 2026Q2: 5,330 shares 5,330 $468K 0.02% -316 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: 1,743 shares; 2024Q4: not reported; 2025Q1: 1,876 shares; 2025Q2: 2,206 shares; 2025Q3: 2,394 shares; 2025Q4: 2,773 shares; 2026Q1: 3,114 shares; 2026Q2: 3,426 shares 3,426 $464K 0.02% +312 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,968 shares 5,968 $463K 0.02% new Timeline OASC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,148 shares; 2025Q3: 11,983 shares; 2025Q4: 12,811 shares; 2026Q1: 13,092 shares; 2026Q2: 12,732 shares 12,732 $458K 0.02% -360 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,760 shares; 2026Q2: 3,427 shares 3,427 $457K 0.02% +667 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,936 shares; 2024Q4: 4,027 shares; 2025Q1: 11,007 shares; 2025Q2: 8,319 shares; 2025Q3: 8,848 shares; 2025Q4: 11,017 shares; 2026Q1: 9,342 shares; 2026Q2: 6,058 shares 6,058 $455K 0.02% -3,284 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,095 shares; 2024Q4: 1,997 shares; 2025Q1: 5,050 shares; 2025Q2: 3,723 shares; 2025Q3: 4,297 shares; 2025Q4: 4,504 shares; 2026Q1: 14,385 shares; 2026Q2: 4,504 shares 4,504 $454K 0.02% -9,881 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,502 shares; 2024Q4: 3,306 shares; 2025Q1: 3,305 shares; 2025Q2: 3,065 shares; 2025Q3: 3,065 shares; 2025Q4: 3,408 shares; 2026Q1: 3,408 shares; 2026Q2: 3,408 shares 3,408 $452K 0.02% 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: not reported; 2025Q3: not reported; 2025Q4: 11,038 shares; 2026Q1: 10,773 shares; 2026Q2: 13,363 shares 13,363 $452K 0.02% +2,590 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,098 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,180 shares; 2026Q2: 16,143 shares 16,143 $451K 0.02% +6,963 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: 143,292 shares; 2024Q4: 148,014 shares; 2025Q1: 161,898 shares; 2025Q2: 160,838 shares; 2025Q3: 34,160 shares; 2025Q4: 4,865 shares; 2026Q1: 4,636 shares; 2026Q2: 9,033 shares 9,033 $448K 0.02% +4,397 Timeline AUGT 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: 157,689 shares; 2024Q4: 153,149 shares; 2025Q1: 151,407 shares; 2025Q2: 150,567 shares; 2025Q3: 149,352 shares; 2025Q4: 146,584 shares; 2026Q1: 145,339 shares; 2026Q2: 11,690 shares 11,690 $445K 0.02% -133,649 Timeline PMAR 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: 17,085 shares; 2024Q4: 16,424 shares; 2025Q1: 9,592 shares; 2025Q2: 14,135 shares; 2025Q3: 13,680 shares; 2025Q4: 9,256 shares; 2026Q1: 9,256 shares; 2026Q2: 9,256 shares 9,256 $442K 0.02% 0 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: 14,754 shares; 2024Q4: 14,402 shares; 2025Q1: 15,234 shares; 2025Q2: 15,091 shares; 2025Q3: 15,197 shares; 2025Q4: 8,244 shares; 2026Q1: 8,805 shares; 2026Q2: 8,834 shares 8,834 $440K 0.02% +29 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,086 shares; 2026Q1: 6,849 shares; 2026Q2: 9,752 shares 9,752 $440K 0.02% +2,903 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,818 shares; 2024Q4: 5,956 shares; 2025Q1: 6,066 shares; 2025Q2: 6,028 shares; 2025Q3: 6,154 shares; 2025Q4: 1,460 shares; 2026Q1: 1,551 shares; 2026Q2: 1,782 shares 1,782 $439K 0.02% +231 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,608 shares; 2024Q4: 5,401 shares; 2025Q1: 5,188 shares; 2025Q2: 4,129 shares; 2025Q3: 3,801 shares; 2025Q4: 3,440 shares; 2026Q1: 3,241 shares; 2026Q2: 3,075 shares 3,075 $438K 0.02% -166 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: not reported; 2024Q4: 2,268 shares; 2025Q1: 2,387 shares; 2025Q2: 2,874 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,832 shares 2,832 $435K 0.02% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 632 shares; 2025Q4: 421 shares; 2026Q1: 440 shares; 2026Q2: 601 shares 601 $429K 0.02% +161 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 3,449 shares; 2026Q1: 4,237 shares; 2026Q2: 4,243 shares 4,243 $428K 0.02% +6 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,992 shares; 2024Q4: 5,579 shares; 2025Q1: 10,293 shares; 2025Q2: 8,004 shares; 2025Q3: 8,589 shares; 2025Q4: 10,006 shares; 2026Q1: 4,913 shares; 2026Q2: 5,257 shares 5,257 $418K 0.02% +344 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,023 shares; 2024Q4: 14,107 shares; 2025Q1: not reported; 2025Q2: 12,704 shares; 2025Q3: 12,547 shares; 2025Q4: 11,637 shares; 2026Q1: not reported; 2026Q2: 11,229 shares 11,229 $416K 0.02% new Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,326 shares; 2025Q2: 10,326 shares; 2025Q3: 10,326 shares; 2025Q4: 9,833 shares; 2026Q1: 9,833 shares; 2026Q2: 9,833 shares 9,833 $415K 0.02% 0 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,253 shares 8,253 $415K 0.02% new Timeline SCHX 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: 3,124 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,384 shares; 2025Q4: 8,589 shares; 2026Q1: 9,456 shares; 2026Q2: 13,956 shares 13,956 $411K 0.02% +4,500 Timeline AVGE 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: 7,358 shares; 2024Q4: 7,497 shares; 2025Q1: 8,241 shares; 2025Q2: 8,250 shares; 2025Q3: 9,149 shares; 2025Q4: 9,989 shares; 2026Q1: 9,306 shares; 2026Q2: 4,142 shares 4,142 $410K 0.02% -5,164 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: 902 shares; 2024Q4: 957 shares; 2025Q1: 1,018 shares; 2025Q2: 2,158 shares; 2025Q3: 2,245 shares; 2025Q4: 1,237 shares; 2026Q1: 1,190 shares; 2026Q2: 1,392 shares 1,392 $404K 0.02% +202 Timeline