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: 125,325 shares; 2024Q4: 126,964 shares; 2025Q1: 114,352 shares; 2025Q2: 121,996 shares; 2025Q3: 115,586 shares; 2025Q4: 113,077 shares; 2026Q1: 109,792 shares; 2026Q2: 125,400 shares 125,400 $93.6M 5.14% +15,608 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: 263,206 shares; 2024Q4: 237,368 shares; 2025Q1: 241,907 shares; 2025Q2: 198,735 shares; 2025Q3: 234,399 shares; 2025Q4: 265,193 shares; 2026Q1: 255,059 shares; 2026Q2: 223,202 shares 223,202 $64.6M 3.55% -31,857 Timeline IBTI 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: 29,740 shares; 2026Q2: 2,769,082 shares 2,769,082 $61.3M 3.37% +2,739,342 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: 343,398 shares; 2024Q4: 334,222 shares; 2025Q1: 322,506 shares; 2025Q2: 338,472 shares; 2025Q3: 333,078 shares; 2025Q4: 332,082 shares; 2026Q1: 311,468 shares; 2026Q2: 305,934 shares 305,934 $61.2M 3.36% -5,534 Timeline IBTH 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: 40,206 shares; 2025Q3: 36,394 shares; 2025Q4: 802,540 shares; 2026Q1: 1,287,702 shares; 2026Q2: 1,548,074 shares 1,548,074 $34.6M 1.9% +260,372 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: 139,673 shares; 2024Q4: 132,852 shares; 2025Q1: 134,067 shares; 2025Q2: 131,521 shares; 2025Q3: 137,864 shares; 2025Q4: 153,254 shares; 2026Q1: 143,298 shares; 2026Q2: 139,239 shares 139,239 $33.2M 1.82% -4,059 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: 384,034 shares; 2024Q4: 1,458,427 shares; 2025Q1: 768,810 shares; 2025Q2: 766,658 shares; 2025Q3: 743,274 shares; 2025Q4: 729,848 shares; 2026Q1: 758,117 shares; 2026Q2: 749,286 shares 749,286 $25.4M 1.39% -8,831 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: 69,788 shares; 2024Q4: 66,592 shares; 2025Q1: 66,024 shares; 2025Q2: 63,659 shares; 2025Q3: 72,806 shares; 2025Q4: 74,352 shares; 2026Q1: 72,199 shares; 2026Q2: 68,878 shares 68,878 $24.6M 1.35% -3,321 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: 41,368 shares; 2024Q4: 40,927 shares; 2025Q1: 39,241 shares; 2025Q2: 39,111 shares; 2025Q3: 38,889 shares; 2025Q4: 44,157 shares; 2026Q1: 40,791 shares; 2026Q2: 41,772 shares 41,772 $23.5M 1.29% +981 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: 75,625 shares; 2024Q4: 74,874 shares; 2025Q1: 73,001 shares; 2025Q2: 69,535 shares; 2025Q3: 68,069 shares; 2025Q4: 70,199 shares; 2026Q1: 66,731 shares; 2026Q2: 64,895 shares 64,895 $22.9M 1.26% -1,836 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: 25,443 shares; 2024Q4: 50,953 shares; 2025Q1: 49,207 shares; 2025Q2: 49,007 shares; 2025Q3: 61,604 shares; 2025Q4: 61,278 shares; 2026Q1: 61,528 shares; 2026Q2: 63,171 shares 63,171 $21.5M 1.18% +1,643 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: 64,400 shares; 2024Q4: 61,373 shares; 2025Q1: 56,891 shares; 2025Q2: 54,344 shares; 2025Q3: 55,852 shares; 2025Q4: 56,029 shares; 2026Q1: 56,809 shares; 2026Q2: 57,472 shares 57,472 $21.4M 1.18% +663 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: 81,113 shares; 2024Q4: 80,491 shares; 2025Q1: 76,798 shares; 2025Q2: 64,596 shares; 2025Q3: 64,289 shares; 2025Q4: 63,741 shares; 2026Q1: 64,480 shares; 2026Q2: 63,968 shares 63,968 $19.2M 1.06% -512 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: 163,765 shares; 2024Q4: 169,913 shares; 2025Q1: 182,417 shares; 2025Q2: 179,146 shares; 2025Q3: 181,441 shares; 2025Q4: 183,811 shares; 2026Q1: 193,376 shares; 2026Q2: 235,642 shares 235,642 $19.1M 1.05% +42,266 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: 124,453 shares; 2024Q4: 125,017 shares; 2025Q1: 121,392 shares; 2025Q2: 127,138 shares; 2025Q3: 123,771 shares; 2025Q4: 120,291 shares; 2026Q1: 123,629 shares; 2026Q2: 118,306 shares 118,306 $18.6M 1.02% -5,323 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: 39,905 shares; 2024Q4: 34,656 shares; 2025Q1: 36,649 shares; 2025Q2: 41,581 shares; 2025Q3: 43,550 shares; 2025Q4: 45,471 shares; 2026Q1: 27,164 shares; 2026Q2: 24,705 shares 24,705 $18.2M 1% -2,459 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: 64,049 shares; 2024Q4: 61,651 shares; 2025Q1: 86,777 shares; 2025Q2: 51,820 shares; 2025Q3: 53,404 shares; 2025Q4: 53,165 shares; 2026Q1: 55,233 shares; 2026Q2: 55,138 shares 55,138 $18M 0.99% -95 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,224 shares; 2024Q4: 63,579 shares; 2025Q1: 70,787 shares; 2025Q2: 78,121 shares; 2025Q3: 79,556 shares; 2025Q4: 79,420 shares; 2026Q1: 79,858 shares; 2026Q2: 84,246 shares 84,246 $17.9M 0.98% +4,388 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: 47,993 shares; 2024Q4: 50,263 shares; 2025Q1: 54,263 shares; 2025Q2: 51,283 shares; 2025Q3: 56,609 shares; 2025Q4: 58,800 shares; 2026Q1: 15,920 shares; 2026Q2: 24,342 shares 24,342 $16.7M 0.92% +8,422 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: 54,686 shares; 2024Q4: 62,688 shares; 2025Q1: 47,317 shares; 2025Q2: 46,610 shares; 2025Q3: 49,889 shares; 2025Q4: 43,079 shares; 2026Q1: 44,432 shares; 2026Q2: 44,483 shares 44,483 $16.5M 0.9% +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: 76,898 shares; 2024Q4: 71,540 shares; 2025Q1: 70,488 shares; 2025Q2: 80,151 shares; 2025Q3: 80,589 shares; 2025Q4: 75,992 shares; 2026Q1: 51,519 shares; 2026Q2: 202,880 shares 202,880 $16.3M 0.9% +151,361 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,407 shares; 2024Q4: 4,224 shares; 2025Q1: 2,610 shares; 2025Q2: 2,112 shares; 2025Q3: 2,309 shares; 2025Q4: 2,303 shares; 2026Q1: 97,170 shares; 2026Q2: 139,132 shares 139,132 $16.3M 0.89% +41,962 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: 45,486 shares; 2024Q4: 7,722 shares; 2025Q1: 93,879 shares; 2025Q2: 178,630 shares; 2025Q3: 209,050 shares; 2025Q4: 275,387 shares; 2026Q1: 310,291 shares; 2026Q2: 343,775 shares 343,775 $15.6M 0.86% +33,484 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: 66,405 shares; 2024Q4: 64,380 shares; 2025Q1: 55,765 shares; 2025Q2: 57,261 shares; 2025Q3: 57,961 shares; 2025Q4: 40,956 shares; 2026Q1: 41,330 shares; 2026Q2: 42,169 shares 42,169 $15.5M 0.85% +839 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: 36,392 shares; 2024Q4: 17,870 shares; 2025Q1: 7,223 shares; 2025Q2: 189,046 shares; 2025Q3: 184,187 shares; 2025Q4: 180,066 shares; 2026Q1: 182,943 shares; 2026Q2: 179,938 shares 179,938 $15.1M 0.83% -3,005 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: not reported; 2024Q4: not reported; 2025Q1: 36,212 shares; 2025Q2: 89,654 shares; 2025Q3: 97,482 shares; 2025Q4: 129,474 shares; 2026Q1: 144,944 shares; 2026Q2: 159,697 shares 159,697 $14.7M 0.81% +14,753 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 196,294 shares; 2025Q1: 379,232 shares; 2025Q2: 71,579 shares; 2025Q3: not reported; 2025Q4: 491,214 shares; 2026Q1: 506,568 shares; 2026Q2: 431,591 shares 431,591 $14.3M 0.78% -74,977 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: 117,300 shares; 2024Q4: 117,360 shares; 2025Q1: 112,726 shares; 2025Q2: 110,723 shares; 2025Q3: 111,677 shares; 2025Q4: 112,035 shares; 2026Q1: 116,071 shares; 2026Q2: 118,340 shares 118,340 $13.9M 0.76% +2,269 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: 15,376 shares; 2024Q4: 14,747 shares; 2025Q1: 14,409 shares; 2025Q2: 13,677 shares; 2025Q3: 14,067 shares; 2025Q4: 14,154 shares; 2026Q1: 14,216 shares; 2026Q2: 14,427 shares 14,427 $13.5M 0.74% +211 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: 37,820 shares; 2024Q4: 38,391 shares; 2025Q1: 37,915 shares; 2025Q2: 36,813 shares; 2025Q3: 37,164 shares; 2025Q4: 37,301 shares; 2026Q1: 37,418 shares; 2026Q2: 38,519 shares 38,519 $13.2M 0.73% +1,101 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: 29,967 shares; 2024Q4: 26,980 shares; 2025Q1: 25,072 shares; 2025Q2: 24,006 shares; 2025Q3: 25,522 shares; 2025Q4: 25,803 shares; 2026Q1: 25,945 shares; 2026Q2: 26,198 shares 26,198 $13.1M 0.72% +253 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: 101,323 shares; 2025Q2: 191,567 shares; 2025Q3: 247,021 shares; 2025Q4: 371,244 shares; 2026Q1: 443,822 shares; 2026Q2: 491,098 shares 491,098 $13M 0.72% +47,276 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: 57,821 shares; 2024Q4: 53,401 shares; 2025Q1: 54,376 shares; 2025Q2: 54,875 shares; 2025Q3: 53,722 shares; 2025Q4: 54,063 shares; 2026Q1: 55,146 shares; 2026Q2: 54,828 shares 54,828 $13M 0.71% -318 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: 172,201 shares; 2024Q4: 168,903 shares; 2025Q1: 194,740 shares; 2025Q2: 215,649 shares; 2025Q3: 229,037 shares; 2025Q4: 124,912 shares; 2026Q1: 220,235 shares; 2026Q2: 206,336 shares 206,336 $12.8M 0.7% -13,899 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: 100,353 shares; 2024Q4: 34,342 shares; 2025Q1: 215,525 shares; 2025Q2: 257,560 shares; 2025Q3: 286,039 shares; 2025Q4: 294,952 shares; 2026Q1: 286,832 shares; 2026Q2: 295,081 shares 295,081 $12.7M 0.7% +8,249 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: 19,490 shares; 2024Q4: 42,437 shares; 2025Q1: 349,766 shares; 2025Q2: 293,951 shares; 2025Q3: 321,541 shares; 2025Q4: 336,838 shares; 2026Q1: 348,516 shares; 2026Q2: 350,216 shares 350,216 $12M 0.66% +1,700 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: 64,785 shares; 2024Q4: 67,915 shares; 2025Q1: 43,476 shares; 2025Q2: 159,663 shares; 2025Q3: 159,796 shares; 2025Q4: 154,086 shares; 2026Q1: 155,554 shares; 2026Q2: 140,419 shares 140,419 $11.6M 0.64% -15,135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,253 shares; 2026Q2: 88,970 shares 88,970 $11.1M 0.61% +4,717 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,686 shares; 2025Q2: 109,569 shares; 2025Q3: 135,710 shares; 2025Q4: 178,955 shares; 2026Q1: 207,064 shares; 2026Q2: 237,611 shares 237,611 $10.8M 0.59% +30,547 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: 133,639 shares; 2024Q4: 144,166 shares; 2025Q1: 70,215 shares; 2025Q2: 71,905 shares; 2025Q3: 72,279 shares; 2025Q4: 71,617 shares; 2026Q1: 69,470 shares; 2026Q2: 72,803 shares 72,803 $10.7M 0.59% +3,333 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,081 shares; 2024Q4: 55,981 shares; 2025Q1: 53,232 shares; 2025Q2: 507,700 shares; 2025Q3: 1,482,998 shares; 2025Q4: 1,453,846 shares; 2026Q1: 601,818 shares; 2026Q2: 465,346 shares 465,346 $10.7M 0.58% -136,472 Timeline QGRO 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: 86,492 shares; 2024Q4: 88,924 shares; 2025Q1: 84,663 shares; 2025Q2: 88,515 shares; 2025Q3: 85,587 shares; 2025Q4: 86,184 shares; 2026Q1: 87,984 shares; 2026Q2: 88,355 shares 88,355 $10.4M 0.57% +371 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,548 shares; 2024Q4: 104,051 shares; 2025Q1: 105,688 shares; 2025Q2: 104,628 shares; 2025Q3: 107,234 shares; 2025Q4: 108,808 shares; 2026Q1: 108,242 shares; 2026Q2: 107,012 shares 107,012 $10.3M 0.57% -1,230 Timeline VALQ 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: 143,820 shares; 2025Q2: 149,258 shares; 2025Q3: 148,736 shares; 2025Q4: 152,876 shares; 2026Q1: 141,603 shares; 2026Q2: 145,152 shares 145,152 $10.1M 0.56% +3,549 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,289 shares; 2024Q4: 87,969 shares; 2025Q1: 73,800 shares; 2025Q2: 315,848 shares; 2025Q3: 305,234 shares; 2025Q4: 299,884 shares; 2026Q1: 298,547 shares; 2026Q2: 278,772 shares 278,772 $10.1M 0.55% -19,775 Timeline QINT 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: 217,983 shares; 2025Q2: 228,930 shares; 2025Q3: 224,851 shares; 2025Q4: 228,553 shares; 2026Q1: 142,660 shares; 2026Q2: 144,937 shares 144,937 $10.1M 0.55% +2,277 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,051 shares; 2024Q4: 377,640 shares; 2025Q1: 368,887 shares; 2025Q2: 361,325 shares; 2025Q3: 351,444 shares; 2025Q4: 355,556 shares; 2026Q1: 363,247 shares; 2026Q2: 352,473 shares 352,473 $9.76M 0.54% -10,774 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: 92,483 shares; 2024Q4: 95,888 shares; 2025Q1: 98,330 shares; 2025Q2: 121,606 shares; 2025Q3: 120,546 shares; 2025Q4: 88,495 shares; 2026Q1: 114,043 shares; 2026Q2: 122,220 shares 122,220 $9.71M 0.53% +8,177 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: 102,339 shares; 2024Q4: 76,897 shares; 2025Q1: 78,120 shares; 2025Q2: 88,513 shares; 2025Q3: 87,955 shares; 2025Q4: 43,261 shares; 2026Q1: 44,560 shares; 2026Q2: 37,836 shares 37,836 $9.17M 0.5% -6,724 Timeline FDG 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: 61,082 shares; 2025Q2: 62,423 shares; 2025Q3: 62,112 shares; 2025Q4: 63,260 shares; 2026Q1: 67,897 shares; 2026Q2: 68,166 shares 68,166 $9.07M 0.5% +269 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: 54,011 shares; 2024Q4: 162,088 shares; 2025Q1: 203,110 shares; 2025Q2: 235,394 shares; 2025Q3: 246,725 shares; 2025Q4: 276,133 shares; 2026Q1: 278,253 shares; 2026Q2: 278,646 shares 278,646 $8.84M 0.49% +393 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: 16,569 shares; 2024Q4: 16,329 shares; 2025Q1: 15,104 shares; 2025Q2: 14,710 shares; 2025Q3: 15,011 shares; 2025Q4: 15,845 shares; 2026Q1: 16,789 shares; 2026Q2: 16,785 shares 16,785 $8.31M 0.46% -4 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,231 shares; 2024Q4: 139,332 shares; 2025Q1: 137,336 shares; 2025Q2: 142,853 shares; 2025Q3: 148,021 shares; 2025Q4: 142,321 shares; 2026Q1: 139,322 shares; 2026Q2: 134,237 shares 134,237 $8.22M 0.45% -5,085 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: 86,631 shares; 2024Q4: 88,699 shares; 2025Q1: 92,853 shares; 2025Q2: 135,094 shares; 2025Q3: 169,761 shares; 2025Q4: 166,407 shares; 2026Q1: 159,152 shares; 2026Q2: 158,574 shares 158,574 $8.02M 0.44% -578 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,521 shares; 2024Q4: 1,529 shares; 2025Q1: 47,897 shares; 2025Q2: 49,710 shares; 2025Q3: 49,647 shares; 2025Q4: 50,729 shares; 2026Q1: 32,621 shares; 2026Q2: 32,485 shares 32,485 $7.74M 0.42% -136 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: 530,789 shares; 2024Q4: 435,615 shares; 2025Q1: 460,566 shares; 2025Q2: 233,829 shares; 2025Q3: 310,030 shares; 2025Q4: 269,541 shares; 2026Q1: 91,641 shares; 2026Q2: 76,174 shares 76,174 $7.67M 0.42% -15,467 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: 71,810 shares; 2024Q4: 60,158 shares; 2025Q1: 26,903 shares; 2025Q2: 28,887 shares; 2025Q3: 28,092 shares; 2025Q4: 28,267 shares; 2026Q1: 9,682 shares; 2026Q2: 9,838 shares 9,838 $7.37M 0.4% +156 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: 131,619 shares; 2024Q4: 127,781 shares; 2025Q1: 37,663 shares; 2025Q2: 35,073 shares; 2025Q3: 36,538 shares; 2025Q4: 28,573 shares; 2026Q1: 28,945 shares; 2026Q2: 52,946 shares 52,946 $7.28M 0.4% +24,001 Timeline IBMQ 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: 41,112 shares; 2025Q2: 97,842 shares; 2025Q3: 167,004 shares; 2025Q4: 200,616 shares; 2026Q1: 260,258 shares; 2026Q2: 284,461 shares 284,461 $7.28M 0.4% +24,203 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: 6,777 shares; 2024Q4: 7,138 shares; 2025Q1: 7,446 shares; 2025Q2: 13,565 shares; 2025Q3: 11,939 shares; 2025Q4: 11,321 shares; 2026Q1: 7,404 shares; 2026Q2: 14,964 shares 14,964 $7.15M 0.39% +7,560 Timeline TCAF 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: 101,278 shares; 2024Q4: 125,837 shares; 2025Q1: 156,139 shares; 2025Q2: 160,080 shares; 2025Q3: 196,546 shares; 2025Q4: 207,235 shares; 2026Q1: 170,754 shares; 2026Q2: 173,819 shares 173,819 $7.14M 0.39% +3,065 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,422 shares; 2024Q4: 24,499 shares; 2025Q1: 33,013 shares; 2025Q2: 96,218 shares; 2025Q3: 137,173 shares; 2025Q4: 164,384 shares; 2026Q1: 238,650 shares; 2026Q2: 281,549 shares 281,549 $7.08M 0.39% +42,899 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: 530,625 shares; 2024Q4: 827,826 shares; 2025Q1: 1,072,926 shares; 2025Q2: 1,068,265 shares; 2025Q3: 706,122 shares; 2025Q4: 666,641 shares; 2026Q1: 417,417 shares; 2026Q2: 293,156 shares 293,156 $7.08M 0.39% -124,261 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,954 shares; 2025Q2: 118,083 shares; 2025Q3: 240,291 shares; 2025Q4: 271,269 shares; 2026Q1: 295,609 shares; 2026Q2: 319,294 shares 319,294 $7M 0.38% +23,685 Timeline ICOW 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: not reported; 2024Q4: not reported; 2025Q1: 29,022 shares; 2025Q2: not reported; 2025Q3: 6,979 shares; 2025Q4: 7,235 shares; 2026Q1: 159,809 shares; 2026Q2: 164,357 shares 164,357 $6.84M 0.38% +4,548 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,242 shares; 2024Q4: 25,752 shares; 2025Q1: 26,034 shares; 2025Q2: 25,878 shares; 2025Q3: 23,661 shares; 2025Q4: 24,009 shares; 2026Q1: 24,037 shares; 2026Q2: 90,698 shares 90,698 $6.69M 0.37% +66,661 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: 65,136 shares; 2024Q4: 65,742 shares; 2025Q1: 68,880 shares; 2025Q2: 73,437 shares; 2025Q3: 77,611 shares; 2025Q4: 68,229 shares; 2026Q1: 81,467 shares; 2026Q2: 56,161 shares 56,161 $6.68M 0.37% -25,306 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: 34,694 shares; 2024Q4: 40,600 shares; 2025Q1: 27,733 shares; 2025Q2: 27,667 shares; 2025Q3: 27,977 shares; 2025Q4: 55,740 shares; 2026Q1: 35,385 shares; 2026Q2: 34,528 shares 34,528 $6.58M 0.36% -857 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,040 shares; 2024Q4: 22,600 shares; 2025Q1: 29,224 shares; 2025Q2: 29,110 shares; 2025Q3: 31,571 shares; 2025Q4: 30,588 shares; 2026Q1: 34,502 shares; 2026Q2: 29,469 shares 29,469 $6.46M 0.35% -5,033 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,702 shares; 2024Q4: 140,267 shares; 2025Q1: 76,817 shares; 2025Q2: 69,337 shares; 2025Q3: 93,656 shares; 2025Q4: 98,995 shares; 2026Q1: 91,900 shares; 2026Q2: 107,631 shares 107,631 $6.43M 0.35% +15,731 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: 258,235 shares; 2024Q4: 151,992 shares; 2025Q1: 111,169 shares; 2025Q2: 109,667 shares; 2025Q3: 98,734 shares; 2025Q4: 99,187 shares; 2026Q1: 97,287 shares; 2026Q2: 82,188 shares 82,188 $6.23M 0.34% -15,099 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: 4,561 shares; 2024Q4: 3,970 shares; 2025Q1: 23,942 shares; 2025Q2: 3,579 shares; 2025Q3: 3,747 shares; 2025Q4: 3,787 shares; 2026Q1: 4,711 shares; 2026Q2: 4,874 shares 4,874 $5.85M 0.32% +163 Timeline GARP 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: 10,378 shares; 2026Q1: 69,177 shares; 2026Q2: 68,507 shares 68,507 $5.66M 0.31% -670 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: 39,344 shares; 2024Q4: 42,685 shares; 2025Q1: 17,304 shares; 2025Q2: 40,801 shares; 2025Q3: 12,179 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111,966 shares 111,966 $5.64M 0.31% new 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: 5,103 shares; 2024Q4: 4,961 shares; 2025Q1: 5,298 shares; 2025Q2: 5,801 shares; 2025Q3: 5,796 shares; 2025Q4: 5,694 shares; 2026Q1: 4,998 shares; 2026Q2: 5,128 shares 5,128 $5.46M 0.3% +130 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: 8,004 shares; 2024Q4: 8,208 shares; 2025Q1: 8,944 shares; 2025Q2: 5,980 shares; 2025Q3: 5,222 shares; 2025Q4: 4,254 shares; 2026Q1: 4,357 shares; 2026Q2: 4,723 shares 4,723 $5.45M 0.3% +366 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,220 shares; 2024Q4: 49,621 shares; 2025Q1: 60,707 shares; 2025Q2: 111,281 shares; 2025Q3: 114,564 shares; 2025Q4: 121,316 shares; 2026Q1: 128,778 shares; 2026Q2: 97,797 shares 97,797 $5.42M 0.3% -30,981 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: 170,198 shares; 2024Q4: 145,401 shares; 2025Q1: 148,230 shares; 2025Q2: 149,714 shares; 2025Q3: 152,693 shares; 2025Q4: 149,953 shares; 2026Q1: 145,515 shares; 2026Q2: 148,029 shares 148,029 $5.41M 0.3% +2,514 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,648 shares; 2024Q4: 8,581 shares; 2025Q1: 8,227 shares; 2025Q2: 8,044 shares; 2025Q3: 7,992 shares; 2025Q4: 8,473 shares; 2026Q1: 8,695 shares; 2026Q2: 8,630 shares 8,630 $5.38M 0.3% -65 Timeline TECL 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: 24,764 shares; 2024Q4: 24,730 shares; 2025Q1: 24,730 shares; 2025Q2: 20,839 shares; 2025Q3: 21,031 shares; 2025Q4: 23,348 shares; 2026Q1: 26,065 shares; 2026Q2: 23,229 shares 23,229 $5.36M 0.29% -2,836 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: 135,987 shares; 2024Q4: 184,628 shares; 2025Q1: 81,431 shares; 2025Q2: 87,607 shares; 2025Q3: 94,601 shares; 2025Q4: 96,010 shares; 2026Q1: 91,684 shares; 2026Q2: 99,185 shares 99,185 $5.32M 0.29% +7,501 Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,669 shares; 2025Q3: 22,565 shares; 2025Q4: 20,264 shares; 2026Q1: 180,074 shares; 2026Q2: 178,419 shares 178,419 $5.3M 0.29% -1,655 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: 8,502 shares; 2024Q4: 6,040 shares; 2025Q1: 5,809 shares; 2025Q2: 6,186 shares; 2025Q3: 6,275 shares; 2025Q4: 6,312 shares; 2026Q1: 6,976 shares; 2026Q2: 43,176 shares 43,176 $5.16M 0.28% +36,200 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: 104,338 shares; 2024Q4: 101,662 shares; 2025Q1: 101,662 shares; 2025Q2: 100,804 shares; 2025Q3: 106,751 shares; 2025Q4: 106,951 shares; 2026Q1: 110,061 shares; 2026Q2: 113,131 shares 113,131 $5.02M 0.28% +3,070 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: 7,912 shares; 2024Q4: 21,988 shares; 2025Q1: 10,784 shares; 2025Q2: 17,453 shares; 2025Q3: 17,661 shares; 2025Q4: 18,612 shares; 2026Q1: 20,409 shares; 2026Q2: 14,450 shares 14,450 $4.95M 0.27% -5,959 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: 55,887 shares; 2024Q4: 52,365 shares; 2025Q1: 49,658 shares; 2025Q2: 47,241 shares; 2025Q3: 48,587 shares; 2025Q4: 48,156 shares; 2026Q1: 42,424 shares; 2026Q2: 43,162 shares 43,162 $4.89M 0.27% +738 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,251 shares; 2024Q4: 9,117 shares; 2025Q1: 12,615 shares; 2025Q2: 23,917 shares; 2025Q3: 24,743 shares; 2025Q4: 25,313 shares; 2026Q1: 27,371 shares; 2026Q2: 19,571 shares 19,571 $4.88M 0.27% -7,800 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,358 shares; 2025Q2: 106,271 shares; 2025Q3: 13,569 shares; 2025Q4: 11,144 shares; 2026Q1: 107,726 shares; 2026Q2: 107,086 shares 107,086 $4.82M 0.26% -640 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: 50,499 shares; 2024Q4: 48,437 shares; 2025Q1: 57,011 shares; 2025Q2: 61,101 shares; 2025Q3: 61,194 shares; 2025Q4: 61,590 shares; 2026Q1: 76,833 shares; 2026Q2: 83,341 shares 83,341 $4.81M 0.26% +6,508 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 139,621 shares 139,621 $4.77M 0.26% new Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,859 shares; 2025Q1: 34,963 shares; 2025Q2: 117,227 shares; 2025Q3: 251,623 shares; 2025Q4: 259,367 shares; 2026Q1: 288,641 shares; 2026Q2: 326,385 shares 326,385 $4.69M 0.26% +37,744 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,575 shares; 2024Q4: 13,474 shares; 2025Q1: 18,544 shares; 2025Q2: 33,610 shares; 2025Q3: 33,810 shares; 2025Q4: 35,192 shares; 2026Q1: 38,371 shares; 2026Q2: 27,350 shares 27,350 $4.65M 0.26% -11,021 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: 138,669 shares; 2024Q4: 127,464 shares; 2025Q1: 130,531 shares; 2025Q2: 127,612 shares; 2025Q3: 124,890 shares; 2025Q4: 55,220 shares; 2026Q1: 57,885 shares; 2026Q2: 58,000 shares 58,000 $4.47M 0.25% +115 Timeline PATN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,497 shares; 2026Q2: 117,586 shares 117,586 $4.37M 0.24% +4,089 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,986 shares; 2024Q4: 15,871 shares; 2025Q1: 15,897 shares; 2025Q2: 15,342 shares; 2025Q3: 15,684 shares; 2025Q4: 15,236 shares; 2026Q1: 12,280 shares; 2026Q2: 11,738 shares 11,738 $4.29M 0.24% -542 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: 44,638 shares; 2024Q4: 44,369 shares; 2025Q1: 21,477 shares; 2025Q2: 19,967 shares; 2025Q3: 19,056 shares; 2025Q4: 20,151 shares; 2026Q1: 22,602 shares; 2026Q2: 39,324 shares 39,324 $4.23M 0.23% +16,722 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,548 shares; 2024Q4: 68,407 shares; 2025Q1: 79,545 shares; 2025Q2: 83,324 shares; 2025Q3: 79,911 shares; 2025Q4: 83,373 shares; 2026Q1: 91,988 shares; 2026Q2: 167,167 shares 167,167 $4.21M 0.23% +75,179 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: 19,897 shares; 2024Q4: 25,252 shares; 2025Q1: 28,592 shares; 2025Q2: 40,162 shares; 2025Q3: 64,216 shares; 2025Q4: 81,218 shares; 2026Q1: 95,113 shares; 2026Q2: 110,406 shares 110,406 $4.19M 0.23% +15,293 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: 9,257 shares; 2024Q4: 8,947 shares; 2025Q1: 11,215 shares; 2025Q2: 12,746 shares; 2025Q3: 14,684 shares; 2025Q4: 15,622 shares; 2026Q1: 15,797 shares; 2026Q2: 17,061 shares 17,061 $4.15M 0.23% +1,264 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: 66,348 shares; 2024Q4: 94,782 shares; 2025Q1: 15,004 shares; 2025Q2: 21,293 shares; 2025Q3: 35,070 shares; 2025Q4: 70,405 shares; 2026Q1: 79,494 shares; 2026Q2: 79,047 shares 79,047 $4.14M 0.23% -447 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: 56,685 shares; 2024Q4: 56,038 shares; 2025Q1: 55,214 shares; 2025Q2: 61,090 shares; 2025Q3: 64,271 shares; 2025Q4: 32,302 shares; 2026Q1: 33,809 shares; 2026Q2: 35,218 shares 35,218 $4.14M 0.23% +1,409 Timeline TRFK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,798 shares; 2026Q2: 38,522 shares 38,522 $4.11M 0.23% -276 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; 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: 172,258 shares; 2026Q1: 78,251 shares; 2026Q2: 76,969 shares 76,969 $4.09M 0.22% -1,282 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,964 shares; 2026Q1: 129,831 shares; 2026Q2: 135,024 shares 135,024 $3.95M 0.22% +5,193 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: 24,101 shares; 2024Q4: 24,159 shares; 2025Q1: 14,862 shares; 2025Q2: 14,793 shares; 2025Q3: 15,866 shares; 2025Q4: 15,904 shares; 2026Q1: 15,459 shares; 2026Q2: 15,684 shares 15,684 $3.95M 0.22% +225 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,877 shares; 2024Q4: 10,877 shares; 2025Q1: 10,877 shares; 2025Q2: 10,877 shares; 2025Q3: 10,877 shares; 2025Q4: 10,877 shares; 2026Q1: 10,877 shares; 2026Q2: 16,012 shares 16,012 $3.89M 0.21% +5,135 Timeline EL PASO ENERGY CAP TR I EL PASO ENERGY CAP TR I More: the full row for EL PASO ENERGY CAP TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,730 shares; 2024Q4: 45,780 shares; 2025Q1: 52,146 shares; 2025Q2: 55,955 shares; 2025Q3: 77,492 shares; 2025Q4: 82,527 shares; 2026Q1: 76,029 shares; 2026Q2: 75,287 shares 75,287 $3.8M 0.21% -742 VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,028 shares; 2024Q4: 110,143 shares; 2025Q1: 99,677 shares; 2025Q2: 45,648 shares; 2025Q3: 42,350 shares; 2025Q4: 38,221 shares; 2026Q1: 36,681 shares; 2026Q2: 31,007 shares 31,007 $3.76M 0.21% -5,674 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: 19,540 shares; 2024Q4: 14,069 shares; 2025Q1: 28,103 shares; 2025Q2: 55,297 shares; 2025Q3: 59,628 shares; 2025Q4: 61,751 shares; 2026Q1: 67,531 shares; 2026Q2: 69,562 shares 69,562 $3.71M 0.2% +2,031 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: 6,659 shares; 2024Q4: 10,582 shares; 2025Q1: 79,652 shares; 2025Q2: 82,456 shares; 2025Q3: 93,112 shares; 2025Q4: 91,475 shares; 2026Q1: 104,633 shares; 2026Q2: 110,853 shares 110,853 $3.69M 0.2% +6,220 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,762 shares; 2024Q4: 8,259 shares; 2025Q1: 8,263 shares; 2025Q2: 7,992 shares; 2025Q3: 8,546 shares; 2025Q4: 33,740 shares; 2026Q1: 31,526 shares; 2026Q2: 29,104 shares 29,104 $3.67M 0.2% -2,422 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,222 shares; 2024Q4: 33,191 shares; 2025Q1: 48,193 shares; 2025Q2: 93,641 shares; 2025Q3: 94,167 shares; 2025Q4: 99,130 shares; 2026Q1: 102,848 shares; 2026Q2: 106,179 shares 106,179 $3.62M 0.2% +3,331 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: 9,339 shares; 2024Q4: 8,858 shares; 2025Q1: 13,173 shares; 2025Q2: 6,306 shares; 2025Q3: 5,781 shares; 2025Q4: 5,644 shares; 2026Q1: 5,726 shares; 2026Q2: 6,132 shares 6,132 $3.56M 0.2% +406 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: not reported; 2024Q4: not reported; 2025Q1: 4,682 shares; 2025Q2: 6,991 shares; 2025Q3: 11,585 shares; 2025Q4: 12,848 shares; 2026Q1: 32,830 shares; 2026Q2: 33,488 shares 33,488 $3.52M 0.19% +658 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: 10,326 shares; 2024Q4: 6,444 shares; 2025Q1: 7,733 shares; 2025Q2: 8,352 shares; 2025Q3: 8,146 shares; 2025Q4: 8,968 shares; 2026Q1: 8,161 shares; 2026Q2: 9,286 shares 9,286 $3.51M 0.19% +1,125 Timeline JPIB 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: 47,063 shares; 2024Q4: 49,457 shares; 2025Q1: 56,333 shares; 2025Q2: 59,114 shares; 2025Q3: 65,176 shares; 2025Q4: 65,572 shares; 2026Q1: 68,616 shares; 2026Q2: 70,573 shares 70,573 $3.41M 0.19% +1,957 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: 5,835 shares; 2024Q4: 5,576 shares; 2025Q1: 5,560 shares; 2025Q2: 4,690 shares; 2025Q3: 5,075 shares; 2025Q4: 4,772 shares; 2026Q1: 4,445 shares; 2026Q2: 4,719 shares 4,719 $3.41M 0.19% +274 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,789 shares; 2024Q4: 37,653 shares; 2025Q1: 43,954 shares; 2025Q2: 46,596 shares; 2025Q3: 46,838 shares; 2025Q4: 48,436 shares; 2026Q1: 49,220 shares; 2026Q2: 50,139 shares 50,139 $3.39M 0.19% +919 Timeline BILS 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: 16,700 shares; 2024Q4: 15,054 shares; 2025Q1: 21,432 shares; 2025Q2: 21,354 shares; 2025Q3: 31,764 shares; 2025Q4: 38,803 shares; 2026Q1: 33,647 shares; 2026Q2: 33,271 shares 33,271 $3.31M 0.18% -376 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: 8,666 shares; 2024Q4: 9,117 shares; 2025Q1: 7,944 shares; 2025Q2: 7,903 shares; 2025Q3: 7,295 shares; 2025Q4: 7,752 shares; 2026Q1: 7,728 shares; 2026Q2: 7,735 shares 7,735 $3.25M 0.18% +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: 155,825 shares; 2024Q4: 102,499 shares; 2025Q1: 35,248 shares; 2025Q2: 35,070 shares; 2025Q3: 35,370 shares; 2025Q4: 34,412 shares; 2026Q1: 34,293 shares; 2026Q2: 33,513 shares 33,513 $3.24M 0.18% -780 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,737 shares; 2024Q4: 5,807 shares; 2025Q1: 5,856 shares; 2025Q2: 61,615 shares; 2025Q3: 66,544 shares; 2025Q4: 68,041 shares; 2026Q1: 67,320 shares; 2026Q2: 65,909 shares 65,909 $3.21M 0.18% -1,411 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: 38,690 shares; 2024Q4: 39,504 shares; 2025Q1: 21,774 shares; 2025Q2: 20,320 shares; 2025Q3: 23,572 shares; 2025Q4: 24,271 shares; 2026Q1: 24,374 shares; 2026Q2: 24,837 shares 24,837 $3.19M 0.18% +463 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,421 shares; 2024Q4: 101,017 shares; 2025Q1: 173,799 shares; 2025Q2: 185,354 shares; 2025Q3: 188,644 shares; 2025Q4: 197,942 shares; 2026Q1: 211,914 shares; 2026Q2: 215,865 shares 215,865 $3.18M 0.17% +3,951 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: 6,061 shares; 2024Q4: 5,759 shares; 2025Q1: 8,194 shares; 2025Q2: 9,866 shares; 2025Q3: 10,247 shares; 2025Q4: 10,496 shares; 2026Q1: 10,947 shares; 2026Q2: 10,925 shares 10,925 $3.18M 0.17% -22 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,094 shares; 2024Q4: 29,823 shares; 2025Q1: 27,016 shares; 2025Q2: 26,167 shares; 2025Q3: 26,167 shares; 2025Q4: 16,202 shares; 2026Q1: 16,195 shares; 2026Q2: 19,565 shares 19,565 $3.13M 0.17% +3,370 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: 1,197 shares; 2024Q4: 1,343 shares; 2025Q1: 1,043 shares; 2025Q2: 1,161 shares; 2025Q3: 1,411 shares; 2025Q4: 1,556 shares; 2026Q1: 1,715 shares; 2026Q2: 2,654 shares 2,654 $3.12M 0.17% +939 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: not reported; 2024Q4: 3,393 shares; 2025Q1: 3,433 shares; 2025Q2: 3,439 shares; 2025Q3: 3,613 shares; 2025Q4: 3,608 shares; 2026Q1: 3,220 shares; 2026Q2: 3,233 shares 3,233 $3.11M 0.17% +13 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: 53,994 shares; 2024Q4: 54,443 shares; 2025Q1: 55,756 shares; 2025Q2: 55,985 shares; 2025Q3: 61,186 shares; 2025Q4: 61,219 shares; 2026Q1: 62,448 shares; 2026Q2: 61,906 shares 61,906 $3.05M 0.17% -542 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: 401,735 shares; 2024Q4: 380,666 shares; 2025Q1: 184,332 shares; 2025Q2: 159,928 shares; 2025Q3: 181,933 shares; 2025Q4: 197,058 shares; 2026Q1: 29,508 shares; 2026Q2: 42,245 shares 42,245 $3.01M 0.17% +12,737 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: 65,626 shares; 2024Q4: 58,559 shares; 2025Q1: 54,039 shares; 2025Q2: 46,103 shares; 2025Q3: 49,326 shares; 2025Q4: 49,093 shares; 2026Q1: 53,875 shares; 2026Q2: 52,086 shares 52,086 $2.97M 0.16% -1,789 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: 24,121 shares; 2024Q4: 17,118 shares; 2025Q1: 13,499 shares; 2025Q2: 12,859 shares; 2025Q3: 45,907 shares; 2025Q4: 39,499 shares; 2026Q1: 11,947 shares; 2026Q2: 11,189 shares 11,189 $2.84M 0.16% -758 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: 7,391 shares; 2024Q4: 6,311 shares; 2025Q1: 6,298 shares; 2025Q2: 13,688 shares; 2025Q3: 15,536 shares; 2025Q4: 16,048 shares; 2026Q1: 16,174 shares; 2026Q2: 17,130 shares 17,130 $2.81M 0.15% +956 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,583 shares; 2024Q4: 122,723 shares; 2025Q1: 86,323 shares; 2025Q2: 85,136 shares; 2025Q3: 82,916 shares; 2025Q4: 82,893 shares; 2026Q1: 79,825 shares; 2026Q2: 80,231 shares 80,231 $2.79M 0.15% +406 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: 41,073 shares; 2024Q4: 20,860 shares; 2025Q1: 21,345 shares; 2025Q2: 15,177 shares; 2025Q3: 21,411 shares; 2025Q4: 22,098 shares; 2026Q1: 20,324 shares; 2026Q2: 19,774 shares 19,774 $2.76M 0.15% -550 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,736 shares; 2024Q4: 55,619 shares; 2025Q1: 58,389 shares; 2025Q2: 180,033 shares; 2025Q3: 235,644 shares; 2025Q4: 236,879 shares; 2026Q1: 240,389 shares; 2026Q2: 246,847 shares 246,847 $2.73M 0.15% +6,458 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,031 shares; 2024Q4: 9,375 shares; 2025Q1: 9,222 shares; 2025Q2: 8,572 shares; 2025Q3: 10,572 shares; 2025Q4: 12,246 shares; 2026Q1: 12,256 shares; 2026Q2: 12,262 shares 12,262 $2.68M 0.15% +6 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: 60,657 shares; 2024Q4: 33,909 shares; 2025Q1: 28,740 shares; 2025Q2: 29,079 shares; 2025Q3: 28,089 shares; 2025Q4: 25,649 shares; 2026Q1: 16,442 shares; 2026Q2: 17,717 shares 17,717 $2.63M 0.14% +1,275 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,227 shares; 2024Q4: 240,976 shares; 2025Q1: 246,046 shares; 2025Q2: 242,374 shares; 2025Q3: 244,078 shares; 2025Q4: 242,620 shares; 2026Q1: 242,656 shares; 2026Q2: 243,181 shares 243,181 $2.62M 0.14% +525 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: 4,496 shares; 2024Q4: 1,893 shares; 2025Q1: 2,009 shares; 2025Q2: 2,099 shares; 2025Q3: 2,135 shares; 2025Q4: 5,030 shares; 2026Q1: 4,918 shares; 2026Q2: 4,072 shares 4,072 $2.61M 0.14% -846 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,854 shares; 2025Q3: 46,148 shares; 2025Q4: 55,357 shares; 2026Q1: 110,147 shares; 2026Q2: 116,346 shares 116,346 $2.58M 0.14% +6,199 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: 58,588 shares; 2024Q4: 71,320 shares; 2025Q1: 53,484 shares; 2025Q2: 49,585 shares; 2025Q3: 48,556 shares; 2025Q4: 34,810 shares; 2026Q1: 32,123 shares; 2026Q2: 34,054 shares 34,054 $2.57M 0.14% +1,931 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: 28,378 shares; 2024Q4: 30,804 shares; 2025Q1: 35,883 shares; 2025Q2: 44,856 shares; 2025Q3: 48,201 shares; 2025Q4: 45,800 shares; 2026Q1: 47,979 shares; 2026Q2: 48,656 shares 48,656 $2.57M 0.14% +677 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,880 shares; 2024Q4: 64,406 shares; 2025Q1: 59,163 shares; 2025Q2: 58,896 shares; 2025Q3: 57,020 shares; 2025Q4: 4,881 shares; 2026Q1: 4,940 shares; 2026Q2: 29,724 shares 29,724 $2.56M 0.14% +24,784 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: 16,071 shares; 2024Q4: 14,421 shares; 2025Q1: 14,958 shares; 2025Q2: 12,709 shares; 2025Q3: 14,377 shares; 2025Q4: 14,731 shares; 2026Q1: 13,071 shares; 2026Q2: 13,815 shares 13,815 $2.56M 0.14% +744 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: 26,379 shares; 2024Q4: 8,452 shares; 2025Q1: 12,385 shares; 2025Q2: 13,414 shares; 2025Q3: 15,083 shares; 2025Q4: 33,468 shares; 2026Q1: 29,621 shares; 2026Q2: 30,724 shares 30,724 $2.54M 0.14% +1,103 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: 6,958 shares; 2024Q4: 6,883 shares; 2025Q1: 4,676 shares; 2025Q2: 4,688 shares; 2025Q3: 4,706 shares; 2025Q4: 4,685 shares; 2026Q1: 4,771 shares; 2026Q2: 4,858 shares 4,858 $2.5M 0.14% +87 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: 2,458 shares; 2024Q4: 2,957 shares; 2025Q1: 2,983 shares; 2025Q2: 2,872 shares; 2025Q3: 3,103 shares; 2025Q4: 3,292 shares; 2026Q1: 3,350 shares; 2026Q2: 3,220 shares 3,220 $2.46M 0.13% -130 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: 3,450 shares; 2024Q4: 2,485 shares; 2025Q1: 3,114 shares; 2025Q2: 4,687 shares; 2025Q3: 5,622 shares; 2025Q4: 5,452 shares; 2026Q1: 5,895 shares; 2026Q2: 5,841 shares 5,841 $2.43M 0.13% -54 Timeline QTOP 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: 8,346 shares; 2025Q1: 31,318 shares; 2025Q2: 45,883 shares; 2025Q3: 46,548 shares; 2025Q4: 51,166 shares; 2026Q1: 60,402 shares; 2026Q2: 62,724 shares 62,724 $2.42M 0.13% +2,322 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: 32,001 shares; 2024Q4: 20,233 shares; 2025Q1: 12,844 shares; 2025Q2: 12,139 shares; 2025Q3: 11,884 shares; 2025Q4: 4,865 shares; 2026Q1: 26,741 shares; 2026Q2: 27,505 shares 27,505 $2.42M 0.13% +764 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: 240,144 shares; 2024Q4: 483,118 shares; 2025Q1: 341,341 shares; 2025Q2: 342,245 shares; 2025Q3: 304,627 shares; 2025Q4: 242,866 shares; 2026Q1: 95,910 shares; 2026Q2: 97,821 shares 97,821 $2.41M 0.13% +1,911 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: 18,485 shares; 2024Q4: 16,980 shares; 2025Q1: 11,543 shares; 2025Q2: 13,326 shares; 2025Q3: 13,398 shares; 2025Q4: 13,339 shares; 2026Q1: 13,552 shares; 2026Q2: 14,289 shares 14,289 $2.37M 0.13% +737 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: 6,043 shares; 2024Q4: 7,047 shares; 2025Q1: 6,291 shares; 2025Q2: 6,301 shares; 2025Q3: 6,273 shares; 2025Q4: 6,068 shares; 2026Q1: 6,123 shares; 2026Q2: 6,512 shares 6,512 $2.36M 0.13% +389 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: 22,225 shares; 2024Q4: 19,810 shares; 2025Q1: 19,306 shares; 2025Q2: 19,801 shares; 2025Q3: 20,963 shares; 2025Q4: 20,947 shares; 2026Q1: 20,621 shares; 2026Q2: 21,370 shares 21,370 $2.36M 0.13% +749 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: 26,889 shares; 2024Q4: 27,428 shares; 2025Q1: 19,081 shares; 2025Q2: 18,435 shares; 2025Q3: 17,539 shares; 2025Q4: 14,445 shares; 2026Q1: 14,489 shares; 2026Q2: 14,769 shares 14,769 $2.34M 0.13% +280 Timeline ONEV 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: 21,414 shares; 2024Q4: 22,444 shares; 2025Q1: 13,244 shares; 2025Q2: 14,025 shares; 2025Q3: 14,605 shares; 2025Q4: 15,541 shares; 2026Q1: 15,920 shares; 2026Q2: 16,319 shares 16,319 $2.33M 0.13% +399 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,052 shares; 2024Q4: 78,934 shares; 2025Q1: 79,214 shares; 2025Q2: 74,345 shares; 2025Q3: 67,926 shares; 2025Q4: 67,701 shares; 2026Q1: 67,701 shares; 2026Q2: 64,721 shares 64,721 $2.33M 0.13% -2,980 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: 6,095 shares; 2024Q4: 6,219 shares; 2025Q1: 6,215 shares; 2025Q2: 6,349 shares; 2025Q3: 5,604 shares; 2025Q4: 5,598 shares; 2026Q1: 5,591 shares; 2026Q2: 5,809 shares 5,809 $2.31M 0.13% +218 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,768 shares; 2024Q4: 15,196 shares; 2025Q1: 14,835 shares; 2025Q2: 14,774 shares; 2025Q3: 14,447 shares; 2025Q4: 14,126 shares; 2026Q1: 13,198 shares; 2026Q2: 12,671 shares 12,671 $2.31M 0.13% -527 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: 23,317 shares; 2024Q4: 22,444 shares; 2025Q1: 26,298 shares; 2025Q2: 75,896 shares; 2025Q3: 73,646 shares; 2025Q4: 63,381 shares; 2026Q1: 62,922 shares; 2026Q2: 59,543 shares 59,543 $2.3M 0.13% -3,379 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: 5,364 shares; 2024Q4: 5,229 shares; 2025Q1: 53,295 shares; 2025Q2: 5,111 shares; 2025Q3: 6,827 shares; 2025Q4: 6,828 shares; 2026Q1: 8,156 shares; 2026Q2: 8,096 shares 8,096 $2.28M 0.13% -60 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: 4,652 shares; 2024Q4: 4,929 shares; 2025Q1: 3,908 shares; 2025Q2: 5,359 shares; 2025Q3: 5,764 shares; 2025Q4: 5,565 shares; 2026Q1: 5,395 shares; 2026Q2: 6,068 shares 6,068 $2.27M 0.12% +673 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,922 shares; 2024Q4: 42,338 shares; 2025Q1: 314,049 shares; 2025Q2: 189,305 shares; 2025Q3: 199,917 shares; 2025Q4: 209,681 shares; 2026Q1: 44,020 shares; 2026Q2: 45,111 shares 45,111 $2.27M 0.12% +1,091 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,893 shares; 2024Q4: 3,630 shares; 2025Q1: 3,631 shares; 2025Q2: 3,632 shares; 2025Q3: 3,634 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,030 shares 19,030 $2.24M 0.12% new 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: 171,960 shares; 2024Q4: 186,108 shares; 2025Q1: 166,147 shares; 2025Q2: 94,905 shares; 2025Q3: 103,747 shares; 2025Q4: 206,378 shares; 2026Q1: 48,553 shares; 2026Q2: 41,810 shares 41,810 $2.22M 0.12% -6,743 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: 22,816 shares; 2024Q4: 24,690 shares; 2025Q1: 21,380 shares; 2025Q2: 21,390 shares; 2025Q3: 21,790 shares; 2025Q4: 21,788 shares; 2026Q1: 24,074 shares; 2026Q2: 32,280 shares 32,280 $2.21M 0.12% +8,206 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,043 shares; 2024Q4: 85,177 shares; 2025Q1: 85,871 shares; 2025Q2: 84,285 shares; 2025Q3: 76,865 shares; 2025Q4: 74,306 shares; 2026Q1: 74,306 shares; 2026Q2: 70,618 shares 70,618 $2.21M 0.12% -3,688 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,686 shares; 2024Q4: 14,707 shares; 2025Q1: 15,361 shares; 2025Q2: 12,807 shares; 2025Q3: 13,135 shares; 2025Q4: 12,543 shares; 2026Q1: 11,310 shares; 2026Q2: 11,055 shares 11,055 $2.18M 0.12% -255 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: 14,074 shares; 2024Q4: 13,890 shares; 2025Q1: 15,707 shares; 2025Q2: 15,726 shares; 2025Q3: 15,355 shares; 2025Q4: 13,635 shares; 2026Q1: 11,432 shares; 2026Q2: 11,422 shares 11,422 $2.18M 0.12% -10 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: 25,670 shares; 2024Q4: 25,030 shares; 2025Q1: 23,966 shares; 2025Q2: 23,436 shares; 2025Q3: 25,110 shares; 2025Q4: 25,401 shares; 2026Q1: 26,075 shares; 2026Q2: 26,756 shares 26,756 $2.17M 0.12% +681 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: 23,737 shares; 2024Q4: 23,293 shares; 2025Q1: 23,082 shares; 2025Q2: 23,865 shares; 2025Q3: 25,227 shares; 2025Q4: 25,734 shares; 2026Q1: 4,203 shares; 2026Q2: 4,155 shares 4,155 $2.17M 0.12% -48 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: 13,878 shares; 2024Q4: 12,703 shares; 2025Q1: 11,260 shares; 2025Q2: 10,524 shares; 2025Q3: 10,552 shares; 2025Q4: 10,236 shares; 2026Q1: 10,703 shares; 2026Q2: 11,928 shares 11,928 $2.16M 0.12% +1,225 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: 36,067 shares; 2024Q4: 35,442 shares; 2025Q1: 31,813 shares; 2025Q2: 29,746 shares; 2025Q3: 28,643 shares; 2025Q4: 27,920 shares; 2026Q1: 27,730 shares; 2026Q2: 9,853 shares 9,853 $2.15M 0.12% -17,877 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,610 shares; 2024Q4: 24,835 shares; 2025Q1: 24,647 shares; 2025Q2: 24,080 shares; 2025Q3: 24,687 shares; 2025Q4: 22,861 shares; 2026Q1: 22,407 shares; 2026Q2: 20,332 shares 20,332 $2.11M 0.12% -2,075 Timeline CALF 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: 103,519 shares; 2024Q4: 104,916 shares; 2025Q1: 50,740 shares; 2025Q2: 47,766 shares; 2025Q3: 55,730 shares; 2025Q4: 59,974 shares; 2026Q1: 40,679 shares; 2026Q2: 41,460 shares 41,460 $2.1M 0.12% +781 Timeline HEQT 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: 157,318 shares; 2024Q4: 167,167 shares; 2025Q1: 140,793 shares; 2025Q2: 54,497 shares; 2025Q3: 60,127 shares; 2025Q4: 62,780 shares; 2026Q1: 64,512 shares; 2026Q2: 62,320 shares 62,320 $2.09M 0.11% -2,192 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,415 shares; 2024Q4: 59,482 shares; 2025Q1: 59,550 shares; 2025Q2: 58,541 shares; 2025Q3: 61,849 shares; 2025Q4: 61,986 shares; 2026Q1: 61,039 shares; 2026Q2: 60,107 shares 60,107 $2.08M 0.11% -932 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: 4,269 shares; 2024Q4: 4,335 shares; 2025Q1: 4,274 shares; 2025Q2: 4,631 shares; 2025Q3: 4,657 shares; 2025Q4: 53,825 shares; 2026Q1: 49,632 shares; 2026Q2: 28,963 shares 28,963 $2.07M 0.11% -20,669 Timeline BJUL 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: 35,003 shares; 2024Q4: 34,569 shares; 2025Q1: 22,664 shares; 2025Q2: 22,664 shares; 2025Q3: 39,946 shares; 2025Q4: 37,946 shares; 2026Q1: 37,747 shares; 2026Q2: 37,747 shares 37,747 $2.05M 0.11% 0 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: 51,749 shares; 2024Q4: 45,127 shares; 2025Q1: 41,283 shares; 2025Q2: 32,850 shares; 2025Q3: 39,755 shares; 2025Q4: 35,741 shares; 2026Q1: 35,736 shares; 2026Q2: 42,477 shares 42,477 $2.05M 0.11% +6,741 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: 21,354 shares; 2024Q4: 18,246 shares; 2025Q1: 16,972 shares; 2025Q2: 15,627 shares; 2025Q3: 18,665 shares; 2025Q4: 17,129 shares; 2026Q1: 17,693 shares; 2026Q2: 17,401 shares 17,401 $2.04M 0.11% -292 Timeline PFEB 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: 78,897 shares; 2024Q4: 78,170 shares; 2025Q1: 49,224 shares; 2025Q2: 49,224 shares; 2025Q3: 48,648 shares; 2025Q4: 48,155 shares; 2026Q1: 50,428 shares; 2026Q2: 47,305 shares 47,305 $2.04M 0.11% -3,123 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,414 shares; 2024Q4: 2,475 shares; 2025Q1: 2,727 shares; 2025Q2: 2,646 shares; 2025Q3: 2,754 shares; 2025Q4: 2,752 shares; 2026Q1: 3,177 shares; 2026Q2: 2,864 shares 2,864 $2.01M 0.11% -313 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: 9,829 shares; 2024Q4: 9,509 shares; 2025Q1: 8,716 shares; 2025Q2: 8,254 shares; 2025Q3: 7,828 shares; 2025Q4: 7,261 shares; 2026Q1: 7,043 shares; 2026Q2: 7,436 shares 7,436 $2.01M 0.11% +393 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: 7,289 shares; 2024Q4: 6,802 shares; 2025Q1: 6,543 shares; 2025Q2: 6,008 shares; 2025Q3: 8,255 shares; 2025Q4: 8,555 shares; 2026Q1: 9,717 shares; 2026Q2: 9,258 shares 9,258 $2M 0.11% -459 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: 105,717 shares; 2024Q4: 103,441 shares; 2025Q1: 75,658 shares; 2025Q2: 59,070 shares; 2025Q3: 51,181 shares; 2025Q4: 50,786 shares; 2026Q1: 37,415 shares; 2026Q2: 35,247 shares 35,247 $1.99M 0.11% -2,168 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: 31,465 shares; 2024Q4: 27,459 shares; 2025Q1: 28,929 shares; 2025Q2: 28,980 shares; 2025Q3: 24,895 shares; 2025Q4: 24,602 shares; 2026Q1: 22,752 shares; 2026Q2: 27,499 shares 27,499 $1.98M 0.11% +4,747 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: 126,740 shares; 2024Q4: 141,614 shares; 2025Q1: 133,877 shares; 2025Q2: 126,974 shares; 2025Q3: 141,208 shares; 2025Q4: 154,351 shares; 2026Q1: 23,538 shares; 2026Q2: 23,095 shares 23,095 $1.97M 0.11% -443 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: 183,500 shares; 2024Q4: 190,218 shares; 2025Q1: 178,380 shares; 2025Q2: 165,545 shares; 2025Q3: 180,226 shares; 2025Q4: 66,086 shares; 2026Q1: 52,253 shares; 2026Q2: 19,616 shares 19,616 $1.94M 0.11% -32,637 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,268 shares; 2024Q4: 134,331 shares; 2025Q1: 110,646 shares; 2025Q2: 104,876 shares; 2025Q3: 90,121 shares; 2025Q4: 61,889 shares; 2026Q1: 42,856 shares; 2026Q2: 42,856 shares 42,856 $1.92M 0.11% 0 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: 9,237 shares; 2024Q4: 8,838 shares; 2025Q1: 6,607 shares; 2025Q2: 6,421 shares; 2025Q3: 6,681 shares; 2025Q4: 6,976 shares; 2026Q1: 5,749 shares; 2026Q2: 15,327 shares 15,327 $1.9M 0.1% +9,578 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,329 shares; 2024Q4: 6,879 shares; 2025Q1: 8,605 shares; 2025Q2: 12,055 shares; 2025Q3: 19,807 shares; 2025Q4: 23,672 shares; 2026Q1: 25,610 shares; 2026Q2: 24,693 shares 24,693 $1.89M 0.1% -917 Timeline GDX 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: 100,558 shares; 2024Q4: 6,922 shares; 2025Q1: 8,100 shares; 2025Q2: 8,053 shares; 2025Q3: 8,876 shares; 2025Q4: 8,244 shares; 2026Q1: 24,126 shares; 2026Q2: 25,058 shares 25,058 $1.89M 0.1% +932 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: 63,313 shares; 2024Q4: 76,804 shares; 2025Q1: 14,117 shares; 2025Q2: 13,921 shares; 2025Q3: 15,196 shares; 2025Q4: 14,281 shares; 2026Q1: 17,268 shares; 2026Q2: 15,012 shares 15,012 $1.87M 0.1% -2,256 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,251 shares; 2024Q4: 18,520 shares; 2025Q1: 18,393 shares; 2025Q2: 17,391 shares; 2025Q3: 16,186 shares; 2025Q4: 15,731 shares; 2026Q1: 15,614 shares; 2026Q2: 15,441 shares 15,441 $1.86M 0.1% -173 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,280 shares; 2024Q4: 25,421 shares; 2025Q1: 25,486 shares; 2025Q2: 25,566 shares; 2025Q3: 25,400 shares; 2025Q4: 25,439 shares; 2026Q1: 25,539 shares; 2026Q2: 25,663 shares 25,663 $1.85M 0.1% +124 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,870 shares; 2024Q4: 8,002 shares; 2025Q1: 9,309 shares; 2025Q2: 10,276 shares; 2025Q3: 11,249 shares; 2025Q4: 11,287 shares; 2026Q1: 7,372 shares; 2026Q2: 6,027 shares 6,027 $1.85M 0.1% -1,345 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: 111,559 shares; 2024Q4: 53,049 shares; 2025Q1: 71,949 shares; 2025Q2: 68,393 shares; 2025Q3: 66,749 shares; 2025Q4: 71,621 shares; 2026Q1: 79,811 shares; 2026Q2: 76,265 shares 76,265 $1.84M 0.1% -3,546 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: 4,700 shares; 2025Q1: 7,026 shares; 2025Q2: 7,243 shares; 2025Q3: 7,666 shares; 2025Q4: 6,943 shares; 2026Q1: 7,168 shares; 2026Q2: 10,641 shares 10,641 $1.81M 0.1% +3,473 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: 16,077 shares; 2024Q4: 16,064 shares; 2025Q1: 15,581 shares; 2025Q2: 16,246 shares; 2025Q3: 16,139 shares; 2025Q4: 16,815 shares; 2026Q1: 19,459 shares; 2026Q2: 19,788 shares 19,788 $1.78M 0.1% +329 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: 15,150 shares; 2024Q4: 14,672 shares; 2025Q1: 10,887 shares; 2025Q2: 10,242 shares; 2025Q3: 9,709 shares; 2025Q4: 9,448 shares; 2026Q1: 9,596 shares; 2026Q2: 9,374 shares 9,374 $1.78M 0.1% -222 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: 96,155 shares; 2024Q4: 44,118 shares; 2025Q1: 26,136 shares; 2025Q2: 17,254 shares; 2025Q3: 15,184 shares; 2025Q4: 12,483 shares; 2026Q1: 14,472 shares; 2026Q2: 15,137 shares 15,137 $1.77M 0.1% +665 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,395 shares; 2024Q4: 48,840 shares; 2025Q1: 47,552 shares; 2025Q2: 48,534 shares; 2025Q3: 45,884 shares; 2025Q4: 23,377 shares; 2026Q1: 21,984 shares; 2026Q2: 21,288 shares 21,288 $1.75M 0.1% -696 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,866 shares; 2024Q4: 60,159 shares; 2025Q1: 62,787 shares; 2025Q2: 78,260 shares; 2025Q3: 80,615 shares; 2025Q4: 75,879 shares; 2026Q1: 67,735 shares; 2026Q2: 74,918 shares 74,918 $1.73M 0.1% +7,183 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,153 shares; 2024Q4: 2,861 shares; 2025Q1: 5,985 shares; 2025Q2: 2,944 shares; 2025Q3: 3,029 shares; 2025Q4: 4,915 shares; 2026Q1: 4,897 shares; 2026Q2: 4,918 shares 4,918 $1.69M 0.09% +21 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: 6,249 shares; 2024Q4: 5,648 shares; 2025Q1: 5,178 shares; 2025Q2: 5,309 shares; 2025Q3: 5,023 shares; 2025Q4: 5,139 shares; 2026Q1: 5,309 shares; 2026Q2: 5,001 shares 5,001 $1.69M 0.09% -308 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,645 shares; 2024Q4: 3,184 shares; 2025Q1: 3,204 shares; 2025Q2: 1,915 shares; 2025Q3: 2,156 shares; 2025Q4: 1,991 shares; 2026Q1: 1,996 shares; 2026Q2: 2,344 shares 2,344 $1.69M 0.09% +348 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: 16,754 shares; 2024Q4: 17,352 shares; 2025Q1: 18,082 shares; 2025Q2: 18,993 shares; 2025Q3: 19,437 shares; 2025Q4: 22,734 shares; 2026Q1: 22,743 shares; 2026Q2: 22,361 shares 22,361 $1.68M 0.09% -382 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,134 shares; 2024Q4: 22,198 shares; 2025Q1: 21,644 shares; 2025Q2: 21,289 shares; 2025Q3: 24,568 shares; 2025Q4: 24,741 shares; 2026Q1: 26,158 shares; 2026Q2: 29,183 shares 29,183 $1.68M 0.09% +3,025 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: 4,200 shares; 2024Q4: 4,220 shares; 2025Q1: 4,730 shares; 2025Q2: 4,730 shares; 2025Q3: 4,830 shares; 2025Q4: 4,280 shares; 2026Q1: 4,480 shares; 2026Q2: 4,606 shares 4,606 $1.68M 0.09% +126 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: 50,021 shares; 2024Q4: 49,152 shares; 2025Q1: 29,180 shares; 2025Q2: 29,841 shares; 2025Q3: 24,912 shares; 2025Q4: 18,058 shares; 2026Q1: 22,051 shares; 2026Q2: 22,115 shares 22,115 $1.62M 0.09% +64 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,618 shares; 2024Q4: 26,844 shares; 2025Q1: 28,912 shares; 2025Q2: 32,457 shares; 2025Q3: 39,098 shares; 2025Q4: 39,255 shares; 2026Q1: 39,202 shares; 2026Q2: 41,059 shares 41,059 $1.61M 0.09% +1,857 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: 40,967 shares; 2024Q4: 37,927 shares; 2025Q1: 35,752 shares; 2025Q2: 35,239 shares; 2025Q3: 37,157 shares; 2025Q4: 36,076 shares; 2026Q1: 35,575 shares; 2026Q2: 37,756 shares 37,756 $1.6M 0.09% +2,181 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,808 shares; 2026Q1: 20,747 shares; 2026Q2: 6,235 shares 6,235 $1.59M 0.09% -14,512 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: 6,870 shares; 2025Q1: 7,847 shares; 2025Q2: 4,162 shares; 2025Q3: 3,790 shares; 2025Q4: 4,351 shares; 2026Q1: 4,260 shares; 2026Q2: 3,686 shares 3,686 $1.59M 0.09% -574 Timeline MDYV 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: 19,278 shares; 2024Q4: 18,878 shares; 2025Q1: 18,261 shares; 2025Q2: 18,490 shares; 2025Q3: 18,426 shares; 2025Q4: 17,652 shares; 2026Q1: 16,962 shares; 2026Q2: 16,518 shares 16,518 $1.57M 0.09% -444 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,501 shares; 2024Q4: 46,432 shares; 2025Q1: 44,046 shares; 2025Q2: 52,762 shares; 2025Q3: 55,197 shares; 2025Q4: 54,531 shares; 2026Q1: 52,323 shares; 2026Q2: 51,777 shares 51,777 $1.55M 0.09% -546 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: 30,190 shares; 2025Q2: 30,503 shares; 2025Q3: 26,240 shares; 2025Q4: 25,735 shares; 2026Q1: 28,725 shares; 2026Q2: 29,137 shares 29,137 $1.55M 0.08% +412 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: 11,653 shares; 2024Q4: 11,648 shares; 2025Q1: 11,652 shares; 2025Q2: 11,503 shares; 2025Q3: 11,140 shares; 2025Q4: 10,917 shares; 2026Q1: 10,976 shares; 2026Q2: 10,864 shares 10,864 $1.54M 0.08% -112 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,985 shares; 2024Q4: 17,491 shares; 2025Q1: 20,340 shares; 2025Q2: 21,312 shares; 2025Q3: 23,258 shares; 2025Q4: 21,221 shares; 2026Q1: 24,416 shares; 2026Q2: 21,038 shares 21,038 $1.54M 0.08% -3,378 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: 6,204 shares; 2024Q4: 5,885 shares; 2025Q1: 13,242 shares; 2025Q2: 13,860 shares; 2025Q3: 15,561 shares; 2025Q4: 15,848 shares; 2026Q1: 14,047 shares; 2026Q2: 14,339 shares 14,339 $1.54M 0.08% +292 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: 10,626 shares; 2024Q4: 8,704 shares; 2025Q1: 7,761 shares; 2025Q2: 7,710 shares; 2025Q3: 8,012 shares; 2025Q4: 7,749 shares; 2026Q1: 7,855 shares; 2026Q2: 7,310 shares 7,310 $1.53M 0.08% -545 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,612 shares; 2024Q4: 21,935 shares; 2025Q1: 22,085 shares; 2025Q2: 21,119 shares; 2025Q3: 19,702 shares; 2025Q4: 19,731 shares; 2026Q1: 17,473 shares; 2026Q2: 17,360 shares 17,360 $1.53M 0.08% -113 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: 160,661 shares; 2024Q4: 171,083 shares; 2025Q1: 176,586 shares; 2025Q2: 19,832 shares; 2025Q3: 30,201 shares; 2025Q4: 31,263 shares; 2026Q1: 17,004 shares; 2026Q2: 16,375 shares 16,375 $1.5M 0.08% -629 Timeline BRK-A 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 2 shares 2 $1.5M 0.08% -1 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,520 shares; 2024Q4: 52,232 shares; 2025Q1: 52,573 shares; 2025Q2: 49,468 shares; 2025Q3: 51,208 shares; 2025Q4: 50,831 shares; 2026Q1: 50,846 shares; 2026Q2: 50,555 shares 50,555 $1.49M 0.08% -291 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: 6,010 shares; 2024Q4: 6,175 shares; 2025Q1: 5,206 shares; 2025Q2: 5,046 shares; 2025Q3: 5,251 shares; 2025Q4: 4,950 shares; 2026Q1: 4,328 shares; 2026Q2: 4,225 shares 4,225 $1.49M 0.08% -103 Timeline EQTY VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 54,536 shares; 2026Q2: 53,045 shares 53,045 $1.48M 0.08% -1,491 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,528 shares; 2024Q4: 6,527 shares; 2025Q1: 6,116 shares; 2025Q2: 6,047 shares; 2025Q3: 5,689 shares; 2025Q4: 5,608 shares; 2026Q1: 5,560 shares; 2026Q2: 5,227 shares 5,227 $1.46M 0.08% -333 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,511 shares; 2024Q4: 4,503 shares; 2025Q1: 3,851 shares; 2025Q2: 3,541 shares; 2025Q3: 3,668 shares; 2025Q4: 3,408 shares; 2026Q1: 3,264 shares; 2026Q2: 3,640 shares 3,640 $1.45M 0.08% +376 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,909 shares; 2024Q4: 47,316 shares; 2025Q1: 40,358 shares; 2025Q2: 39,709 shares; 2025Q3: 39,710 shares; 2025Q4: 35,366 shares; 2026Q1: 35,361 shares; 2026Q2: 35,362 shares 35,362 $1.45M 0.08% +1 Timeline WISE THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,094 shares; 2024Q4: 26,965 shares; 2025Q1: 29,403 shares; 2025Q2: 32,321 shares; 2025Q3: 32,812 shares; 2025Q4: 36,445 shares; 2026Q1: 39,690 shares; 2026Q2: 37,333 shares 37,333 $1.44M 0.08% -2,357 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: not reported; 2024Q4: 2,505 shares; 2025Q1: not reported; 2025Q2: 3,189 shares; 2025Q3: 1,872 shares; 2025Q4: not reported; 2026Q1: 15,156 shares; 2026Q2: 15,914 shares 15,914 $1.44M 0.08% +758 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: 6,593 shares; 2024Q4: 6,419 shares; 2025Q1: 6,090 shares; 2025Q2: 7,481 shares; 2025Q3: 7,455 shares; 2025Q4: 7,535 shares; 2026Q1: 3,284 shares; 2026Q2: 3,331 shares 3,331 $1.42M 0.08% +47 Timeline IPKW 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: 36,508 shares; 2024Q4: 35,580 shares; 2025Q1: 29,614 shares; 2025Q2: 25,134 shares; 2025Q3: 24,720 shares; 2025Q4: 25,759 shares; 2026Q1: 24,334 shares; 2026Q2: 24,806 shares 24,806 $1.4M 0.08% +472 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK 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: 7,963 shares; 2026Q1: 12,664 shares; 2026Q2: 12,515 shares 12,515 $1.37M 0.08% -149 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,781 shares; 2024Q4: 3,795 shares; 2025Q1: 2,327 shares; 2025Q2: 2,406 shares; 2025Q3: 2,426 shares; 2025Q4: 2,117 shares; 2026Q1: 2,316 shares; 2026Q2: 2,725 shares 2,725 $1.37M 0.08% +409 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,434 shares; 2024Q4: 8,393 shares; 2025Q1: 8,393 shares; 2025Q2: 8,421 shares; 2025Q3: 8,421 shares; 2025Q4: 8,421 shares; 2026Q1: 8,428 shares; 2026Q2: 8,587 shares 8,587 $1.35M 0.07% +159 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: 14,462 shares; 2024Q4: 14,917 shares; 2025Q1: 16,824 shares; 2025Q2: 10,010 shares; 2025Q3: 10,218 shares; 2025Q4: 8,231 shares; 2026Q1: 15,806 shares; 2026Q2: 37,018 shares 37,018 $1.34M 0.07% +21,212 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: 11,250 shares; 2024Q4: 9,274 shares; 2025Q1: 8,667 shares; 2025Q2: 9,150 shares; 2025Q3: 8,905 shares; 2025Q4: 8,351 shares; 2026Q1: 8,167 shares; 2026Q2: 9,120 shares 9,120 $1.34M 0.07% +953 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: 9,086 shares; 2024Q4: 8,222 shares; 2025Q1: 8,124 shares; 2025Q2: 7,713 shares; 2025Q3: 9,243 shares; 2025Q4: 9,289 shares; 2026Q1: 9,383 shares; 2026Q2: 9,845 shares 9,845 $1.33M 0.07% +462 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,296 shares; 2024Q4: 14,009 shares; 2025Q1: 15,553 shares; 2025Q2: 16,897 shares; 2025Q3: 18,524 shares; 2025Q4: 16,242 shares; 2026Q1: 17,288 shares; 2026Q2: 14,367 shares 14,367 $1.33M 0.07% -2,921 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,563 shares; 2024Q4: 10,524 shares; 2025Q1: 10,524 shares; 2025Q2: 10,265 shares; 2025Q3: 10,240 shares; 2025Q4: 10,107 shares; 2026Q1: 9,886 shares; 2026Q2: 9,811 shares 9,811 $1.29M 0.07% -75 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: 11,285 shares; 2026Q1: 8,994 shares; 2026Q2: 9,623 shares 9,623 $1.28M 0.07% +629 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,177 shares; 2024Q4: 4,409 shares; 2025Q1: 4,419 shares; 2025Q2: 4,533 shares; 2025Q3: 4,772 shares; 2025Q4: 4,331 shares; 2026Q1: 4,902 shares; 2026Q2: 4,067 shares 4,067 $1.28M 0.07% -835 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES 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: 7,549 shares; 2025Q4: 34,916 shares; 2026Q1: 41,315 shares; 2026Q2: 43,463 shares 43,463 $1.27M 0.07% +2,148 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,282 shares; 2024Q4: 10,843 shares; 2025Q1: 10,511 shares; 2025Q2: 10,353 shares; 2025Q3: 11,359 shares; 2025Q4: 11,526 shares; 2026Q1: 12,178 shares; 2026Q2: 13,268 shares 13,268 $1.27M 0.07% +1,090 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 671 shares; 2024Q4: 369 shares; 2025Q1: 484 shares; 2025Q2: 575 shares; 2025Q3: 609 shares; 2025Q4: 593 shares; 2026Q1: 481 shares; 2026Q2: 623 shares 623 $1.24M 0.07% +142 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: 1,167 shares; 2024Q4: 957 shares; 2025Q1: 915 shares; 2025Q2: 862 shares; 2025Q3: 942 shares; 2025Q4: 990 shares; 2026Q1: 921 shares; 2026Q2: 1,210 shares 1,210 $1.22M 0.07% +289 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: 5,327 shares; 2024Q4: 8,353 shares; 2025Q1: 11,935 shares; 2025Q2: 73,200 shares; 2025Q3: 76,210 shares; 2025Q4: 16,334 shares; 2026Q1: 16,737 shares; 2026Q2: 16,898 shares 16,898 $1.22M 0.07% +161 Timeline KOCT 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: 39,841 shares; 2024Q4: 41,022 shares; 2025Q1: 41,022 shares; 2025Q2: 37,975 shares; 2025Q3: 33,371 shares; 2025Q4: 33,371 shares; 2026Q1: 33,371 shares; 2026Q2: 32,415 shares 32,415 $1.21M 0.07% -956 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: 21,472 shares; 2024Q4: 29,343 shares; 2025Q1: 19,863 shares; 2025Q2: 23,508 shares; 2025Q3: 16,221 shares; 2025Q4: 13,824 shares; 2026Q1: 13,157 shares; 2026Q2: 12,762 shares 12,762 $1.21M 0.07% -395 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: 18,161 shares; 2024Q4: 19,393 shares; 2025Q1: 17,369 shares; 2025Q2: 16,181 shares; 2025Q3: 15,320 shares; 2025Q4: 13,938 shares; 2026Q1: 12,806 shares; 2026Q2: 13,744 shares 13,744 $1.21M 0.07% +938 Timeline PMAY 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: 87,465 shares; 2024Q4: 86,037 shares; 2025Q1: 37,853 shares; 2025Q2: 37,853 shares; 2025Q3: 35,073 shares; 2025Q4: 32,812 shares; 2026Q1: 29,023 shares; 2026Q2: 29,098 shares 29,098 $1.2M 0.07% +75 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: 15,549 shares; 2024Q4: 26,917 shares; 2025Q1: 30,078 shares; 2025Q2: 22,808 shares; 2025Q3: 20,729 shares; 2025Q4: 19,739 shares; 2026Q1: 18,004 shares; 2026Q2: 17,763 shares 17,763 $1.2M 0.07% -241 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,398 shares; 2024Q4: 13,021 shares; 2025Q1: 16,568 shares; 2025Q2: 15,944 shares; 2025Q3: 14,361 shares; 2025Q4: 15,948 shares; 2026Q1: 16,008 shares; 2026Q2: 18,188 shares 18,188 $1.19M 0.07% +2,180 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,007 shares; 2024Q4: 94,448 shares; 2025Q1: 8,348 shares; 2025Q2: 8,292 shares; 2025Q3: 29,194 shares; 2025Q4: 26,135 shares; 2026Q1: 25,439 shares; 2026Q2: 24,382 shares 24,382 $1.19M 0.07% -1,057 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,293 shares; 2024Q4: 33,348 shares; 2025Q1: 25,015 shares; 2025Q2: 21,942 shares; 2025Q3: 21,605 shares; 2025Q4: 22,487 shares; 2026Q1: 22,064 shares; 2026Q2: 22,280 shares 22,280 $1.17M 0.06% +216 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,216 shares; 2024Q4: 5,229 shares; 2025Q1: 21,598 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,502 shares; 2026Q1: 18,310 shares; 2026Q2: 26,967 shares 26,967 $1.15M 0.06% +8,657 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,795 shares; 2024Q4: 9,867 shares; 2025Q1: 9,870 shares; 2025Q2: 10,130 shares; 2025Q3: 10,132 shares; 2025Q4: 10,204 shares; 2026Q1: 10,217 shares; 2026Q2: 10,360 shares 10,360 $1.14M 0.06% +143 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: 26,033 shares; 2024Q4: 15,548 shares; 2025Q1: 15,583 shares; 2025Q2: 15,339 shares; 2025Q3: 15,826 shares; 2025Q4: 15,005 shares; 2026Q1: 14,492 shares; 2026Q2: 7,571 shares 7,571 $1.12M 0.06% -6,921 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,476 shares; 2024Q4: 30,599 shares; 2025Q1: 30,599 shares; 2025Q2: 30,241 shares; 2025Q3: 30,241 shares; 2025Q4: 30,172 shares; 2026Q1: 30,172 shares; 2026Q2: 30,172 shares 30,172 $1.11M 0.06% 0 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: 90,062 shares; 2024Q4: 84,879 shares; 2025Q1: 88,575 shares; 2025Q2: 133,646 shares; 2025Q3: 131,493 shares; 2025Q4: 131,436 shares; 2026Q1: 14,732 shares; 2026Q2: 21,748 shares 21,748 $1.1M 0.06% +7,016 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,475 shares; 2024Q4: 5,533 shares; 2025Q1: 4,662 shares; 2025Q2: 4,667 shares; 2025Q3: 4,671 shares; 2025Q4: 4,675 shares; 2026Q1: 4,678 shares; 2026Q2: 4,860 shares 4,860 $1.08M 0.06% +182 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: 8,434 shares; 2024Q4: 8,737 shares; 2025Q1: 6,588 shares; 2025Q2: 6,821 shares; 2025Q3: 6,783 shares; 2025Q4: 7,099 shares; 2026Q1: 7,211 shares; 2026Q2: 8,361 shares 8,361 $1.06M 0.06% +1,150 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,770 shares; 2025Q1: 29,780 shares; 2025Q2: 29,337 shares; 2025Q3: 31,893 shares; 2025Q4: 30,455 shares; 2026Q1: 30,484 shares; 2026Q2: 28,899 shares 28,899 $1.05M 0.06% -1,585 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,446 shares; 2024Q4: 1,828 shares; 2025Q1: 2,161 shares; 2025Q2: 2,162 shares; 2025Q3: 2,204 shares; 2025Q4: 3,300 shares; 2026Q1: 2,951 shares; 2026Q2: 2,809 shares 2,809 $1.04M 0.06% -142 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: 38,559 shares; 2024Q4: 37,707 shares; 2025Q1: 18,647 shares; 2025Q2: 5,106 shares; 2025Q3: 5,088 shares; 2025Q4: 5,108 shares; 2026Q1: 4,660 shares; 2026Q2: 4,526 shares 4,526 $1.03M 0.06% -134 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,845 shares; 2025Q2: 2,300 shares; 2025Q3: 2,926 shares; 2025Q4: 3,075 shares; 2026Q1: 1,801 shares; 2026Q2: 3,065 shares 3,065 $1.03M 0.06% +1,264 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: 138,874 shares; 2024Q4: 144,720 shares; 2025Q1: 125,844 shares; 2025Q2: 133,489 shares; 2025Q3: 136,186 shares; 2025Q4: 29,729 shares; 2026Q1: 29,711 shares; 2026Q2: 44,955 shares 44,955 $1.02M 0.06% +15,244 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,318 shares; 2024Q4: 35,575 shares; 2025Q1: 34,905 shares; 2025Q2: 34,359 shares; 2025Q3: 30,398 shares; 2025Q4: 29,896 shares; 2026Q1: 27,533 shares; 2026Q2: 8,190 shares 8,190 $1.02M 0.06% -19,343 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,908 shares; 2024Q4: 6,925 shares; 2025Q1: 6,974 shares; 2025Q2: 7,059 shares; 2025Q3: 4,788 shares; 2025Q4: 4,756 shares; 2026Q1: 5,355 shares; 2026Q2: 4,002 shares 4,002 $1.02M 0.06% -1,353 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,033 shares; 2024Q4: 813 shares; 2025Q1: 669 shares; 2025Q2: 647 shares; 2025Q3: 543 shares; 2025Q4: 508 shares; 2026Q1: 684 shares; 2026Q2: 1,335 shares 1,335 $1.01M 0.06% +651 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; 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: 2,298 shares 2,298 $1.01M 0.06% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,684 shares; 2024Q4: 30,970 shares; 2025Q1: 30,946 shares; 2025Q2: 30,946 shares; 2025Q3: 18,472 shares; 2025Q4: 14,822 shares; 2026Q1: 10,735 shares; 2026Q2: 10,742 shares 10,742 $1M 0.06% +7 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: 7,738 shares; 2024Q4: not reported; 2025Q1: 4,145 shares; 2025Q2: 3,632 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,647 shares; 2026Q2: 3,317 shares 3,317 $988K 0.05% +670 Timeline PINK 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: 14,747 shares; 2024Q4: 13,854 shares; 2025Q1: 35,289 shares; 2025Q2: 8,740 shares; 2025Q3: 9,446 shares; 2025Q4: 23,522 shares; 2026Q1: 25,227 shares; 2026Q2: 25,232 shares 25,232 $988K 0.05% +5 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,708 shares; 2024Q4: 2,803 shares; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares; 2025Q3: 2,697 shares; 2025Q4: 2,697 shares; 2026Q1: 2,697 shares; 2026Q2: 2,819 shares 2,819 $987K 0.05% +122 Timeline SLYV 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: 21,274 shares; 2024Q4: 20,258 shares; 2025Q1: 20,167 shares; 2025Q2: 19,709 shares; 2025Q3: 19,558 shares; 2025Q4: 9,547 shares; 2026Q1: 9,220 shares; 2026Q2: 9,014 shares 9,014 $984K 0.05% -206 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,032 shares; 2024Q4: 89,169 shares; 2025Q1: 83,757 shares; 2025Q2: 78,257 shares; 2025Q3: 74,778 shares; 2025Q4: 70,086 shares; 2026Q1: 69,207 shares; 2026Q2: 56,480 shares 56,480 $981K 0.05% -12,727 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: 21,390 shares; 2024Q4: 19,440 shares; 2025Q1: 15,807 shares; 2025Q2: 15,612 shares; 2025Q3: 15,201 shares; 2025Q4: 14,317 shares; 2026Q1: 13,967 shares; 2026Q2: 10,165 shares 10,165 $978K 0.05% -3,802 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: 5,239 shares; 2024Q4: 5,239 shares; 2025Q1: 5,239 shares; 2025Q2: 5,239 shares; 2025Q3: 5,239 shares; 2025Q4: 5,239 shares; 2026Q1: 4,814 shares; 2026Q2: 4,755 shares 4,755 $950K 0.05% -59 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,842 shares; 2024Q4: 43,442 shares; 2025Q1: 35,668 shares; 2025Q2: 35,268 shares; 2025Q3: 26,870 shares; 2025Q4: 20,796 shares; 2026Q1: 20,796 shares; 2026Q2: 16,585 shares 16,585 $949K 0.05% -4,211 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,700 shares; 2024Q4: 9,348 shares; 2025Q1: 4,128 shares; 2025Q2: 2,920 shares; 2025Q3: 2,946 shares; 2025Q4: 2,444 shares; 2026Q1: 2,463 shares; 2026Q2: 8,585 shares 8,585 $939K 0.05% +6,122 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,810 shares; 2025Q3: 16,055 shares; 2025Q4: 16,294 shares; 2026Q1: 16,541 shares; 2026Q2: 16,794 shares 16,794 $938K 0.05% +253 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,609 shares; 2024Q4: 5,846 shares; 2025Q1: 5,617 shares; 2025Q2: 5,829 shares; 2025Q3: 5,701 shares; 2025Q4: 5,800 shares; 2026Q1: 5,806 shares; 2026Q2: 5,969 shares 5,969 $929K 0.05% +163 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,693 shares; 2026Q2: 9,094 shares 9,094 $912K 0.05% +2,401 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: 65,565 shares; 2024Q4: 60,956 shares; 2025Q1: 50,660 shares; 2025Q2: 48,340 shares; 2025Q3: 44,769 shares; 2025Q4: 42,581 shares; 2026Q1: 43,569 shares; 2026Q2: 43,649 shares 43,649 $904K 0.05% +80 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: 14,594 shares; 2025Q2: 14,628 shares; 2025Q3: 16,248 shares; 2025Q4: 15,269 shares; 2026Q1: 15,733 shares; 2026Q2: 15,898 shares 15,898 $903K 0.05% +165 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: 141,090 shares; 2024Q4: 140,987 shares; 2025Q1: 57,327 shares; 2025Q2: 20,858 shares; 2025Q3: 20,435 shares; 2025Q4: 23,599 shares; 2026Q1: 17,893 shares; 2026Q2: 16,759 shares 16,759 $896K 0.05% -1,134 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,766 shares; 2026Q2: 6,980 shares 6,980 $889K 0.05% +214 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: 6,319 shares; 2024Q4: 6,268 shares; 2025Q1: 6,291 shares; 2025Q2: 6,316 shares; 2025Q3: 6,232 shares; 2025Q4: 5,924 shares; 2026Q1: 5,835 shares; 2026Q2: 5,837 shares 5,837 $888K 0.05% +2 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: 69,019 shares; 2026Q1: 67,236 shares; 2026Q2: 68,197 shares 68,197 $887K 0.05% +961 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,637 shares; 2024Q4: 81,248 shares; 2025Q1: 66,149 shares; 2025Q2: 49,999 shares; 2025Q3: 43,028 shares; 2025Q4: 54,761 shares; 2026Q1: 54,029 shares; 2026Q2: 53,669 shares 53,669 $879K 0.05% -360 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: 16,029 shares; 2024Q4: 11,084 shares; 2025Q1: 9,062 shares; 2025Q2: 20,471 shares; 2025Q3: 21,890 shares; 2025Q4: 23,325 shares; 2026Q1: 4,562 shares; 2026Q2: 4,702 shares 4,702 $869K 0.05% +140 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,589 shares; 2024Q4: 1,372 shares; 2025Q1: 1,437 shares; 2025Q2: 1,440 shares; 2025Q3: 1,237 shares; 2025Q4: 1,261 shares; 2026Q1: 1,240 shares; 2026Q2: 1,369 shares 1,369 $869K 0.05% +129 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,149 shares; 2024Q4: 13,968 shares; 2025Q1: 17,659 shares; 2025Q2: 17,659 shares; 2025Q3: 17,659 shares; 2025Q4: 17,659 shares; 2026Q1: 17,659 shares; 2026Q2: 17,541 shares 17,541 $868K 0.05% -118 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,538 shares; 2024Q4: 37,251 shares; 2025Q1: 40,244 shares; 2025Q2: 35,646 shares; 2025Q3: 36,233 shares; 2025Q4: 35,459 shares; 2026Q1: 37,364 shares; 2026Q2: 39,248 shares 39,248 $867K 0.05% +1,884 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,390 shares; 2024Q4: 28,002 shares; 2025Q1: 24,135 shares; 2025Q2: 23,297 shares; 2025Q3: 22,522 shares; 2025Q4: 22,874 shares; 2026Q1: 22,703 shares; 2026Q2: 23,113 shares 23,113 $852K 0.05% +410 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,608 shares; 2024Q4: 1,736 shares; 2025Q1: 1,684 shares; 2025Q2: 1,626 shares; 2025Q3: 1,803 shares; 2025Q4: 1,866 shares; 2026Q1: 1,866 shares; 2026Q2: 1,846 shares 1,846 $848K 0.05% -20 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,883 shares; 2024Q4: 11,861 shares; 2025Q1: 12,177 shares; 2025Q2: 12,390 shares; 2025Q3: 12,320 shares; 2025Q4: 12,194 shares; 2026Q1: 12,236 shares; 2026Q2: 11,803 shares 11,803 $847K 0.05% -433 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,464 shares; 2025Q3: 16,580 shares; 2025Q4: 16,275 shares; 2026Q1: 15,840 shares; 2026Q2: 15,674 shares 15,674 $843K 0.05% -166 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: 45,598 shares; 2024Q4: 196,115 shares; 2025Q1: 21,579 shares; 2025Q2: 64,753 shares; 2025Q3: 27,569 shares; 2025Q4: 20,568 shares; 2026Q1: 9,911 shares; 2026Q2: 9,711 shares 9,711 $839K 0.05% -200 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,818 shares; 2024Q4: 21,228 shares; 2025Q1: 10,368 shares; 2025Q2: 17,492 shares; 2025Q3: 10,767 shares; 2025Q4: 12,674 shares; 2026Q1: 7,616 shares; 2026Q2: 8,029 shares 8,029 $834K 0.05% +413 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,358 shares; 2024Q4: 4,344 shares; 2025Q1: 4,345 shares; 2025Q2: 4,386 shares; 2025Q3: 4,387 shares; 2025Q4: 4,388 shares; 2026Q1: 4,381 shares; 2026Q2: 4,432 shares 4,432 $834K 0.05% +51 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 642 shares; 2025Q1: 684 shares; 2025Q2: 774 shares; 2025Q3: 857 shares; 2025Q4: 728 shares; 2026Q1: 736 shares; 2026Q2: 731 shares 731 $829K 0.05% -5 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,175 shares; 2024Q4: 15,293 shares; 2025Q1: 5,821 shares; 2025Q2: 14,366 shares; 2025Q3: 15,516 shares; 2025Q4: 14,962 shares; 2026Q1: 16,387 shares; 2026Q2: 16,445 shares 16,445 $819K 0.04% +58 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,698 shares; 2024Q4: 20,830 shares; 2025Q1: 3,358 shares; 2025Q2: 7,283 shares; 2025Q3: 6,172 shares; 2025Q4: 8,747 shares; 2026Q1: 7,660 shares; 2026Q2: 8,137 shares 8,137 $815K 0.04% +477 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: 17,375 shares; 2024Q4: 17,225 shares; 2025Q1: 15,630 shares; 2025Q2: 16,870 shares; 2025Q3: 16,714 shares; 2025Q4: 16,714 shares; 2026Q1: 16,714 shares; 2026Q2: 16,714 shares 16,714 $814K 0.04% 0 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: 5,410 shares; 2024Q4: 5,381 shares; 2025Q1: 5,434 shares; 2025Q2: 5,162 shares; 2025Q3: 5,192 shares; 2025Q4: 10,567 shares; 2026Q1: 15,569 shares; 2026Q2: 15,929 shares 15,929 $810K 0.04% +360 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,917 shares; 2024Q4: 8,903 shares; 2025Q1: 8,719 shares; 2025Q2: 8,444 shares; 2025Q3: 8,149 shares; 2025Q4: 6,181 shares; 2026Q1: 6,190 shares; 2026Q2: 6,196 shares 6,196 $809K 0.04% +6 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: 3,806 shares; 2024Q4: 3,552 shares; 2025Q1: 3,540 shares; 2025Q2: 3,489 shares; 2025Q3: 3,493 shares; 2025Q4: 3,184 shares; 2026Q1: 3,187 shares; 2026Q2: 3,147 shares 3,147 $805K 0.04% -40 Timeline NTRL 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: 51,177 shares; 2024Q4: 51,335 shares; 2025Q1: 50,448 shares; 2025Q2: 49,617 shares; 2025Q3: 46,533 shares; 2025Q4: 44,041 shares; 2026Q1: 42,588 shares; 2026Q2: 38,909 shares 38,909 $803K 0.04% -3,679 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 609 shares; 2024Q4: 635 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 587 shares; 2026Q2: 587 shares 587 $799K 0.04% 0 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: 4,002 shares; 2024Q4: 3,893 shares; 2025Q1: 3,894 shares; 2025Q2: 3,832 shares; 2025Q3: 3,986 shares; 2025Q4: 3,935 shares; 2026Q1: 3,970 shares; 2026Q2: 4,193 shares 4,193 $798K 0.04% +223 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,744 shares; 2024Q4: 28,239 shares; 2025Q1: 28,350 shares; 2025Q2: 7,720 shares; 2025Q3: 14,693 shares; 2025Q4: 20,602 shares; 2026Q1: 15,672 shares; 2026Q2: 15,596 shares 15,596 $796K 0.04% -76 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,853 shares; 2024Q4: 2,921 shares; 2025Q1: 2,415 shares; 2025Q2: 2,414 shares; 2025Q3: 2,243 shares; 2025Q4: 1,681 shares; 2026Q1: 1,444 shares; 2026Q2: 1,526 shares 1,526 $792K 0.04% +82 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: 18,787 shares; 2024Q4: 16,889 shares; 2025Q1: 16,903 shares; 2025Q2: 14,272 shares; 2025Q3: 17,133 shares; 2025Q4: 17,945 shares; 2026Q1: 18,373 shares; 2026Q2: 18,521 shares 18,521 $784K 0.04% +148 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,331 shares; 2024Q4: 62,282 shares; 2025Q1: 138,585 shares; 2025Q2: 34,727 shares; 2025Q3: 35,286 shares; 2025Q4: 35,374 shares; 2026Q1: 35,161 shares; 2026Q2: 31,480 shares 31,480 $783K 0.04% -3,681 Timeline DDTL 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: 37,500 shares; 2025Q4: 35,500 shares; 2026Q1: 35,500 shares; 2026Q2: 35,500 shares 35,500 $781K 0.04% 0 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: 18,665 shares; 2024Q4: 13,256 shares; 2025Q1: 13,566 shares; 2025Q2: 13,566 shares; 2025Q3: 13,566 shares; 2025Q4: 13,256 shares; 2026Q1: 13,256 shares; 2026Q2: 13,256 shares 13,256 $780K 0.04% 0 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: 13,307 shares; 2024Q4: 16,498 shares; 2025Q1: 4,318 shares; 2025Q2: 3,430 shares; 2025Q3: 3,359 shares; 2025Q4: 6,676 shares; 2026Q1: 6,651 shares; 2026Q2: 6,624 shares 6,624 $777K 0.04% -27 Timeline SPXL 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: 3,813 shares; 2024Q4: 3,768 shares; 2025Q1: 3,449 shares; 2025Q2: 2,754 shares; 2025Q3: 2,789 shares; 2025Q4: 2,797 shares; 2026Q1: 2,804 shares; 2026Q2: 2,839 shares 2,839 $768K 0.04% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 1,016 shares; 2025Q4: 1,013 shares; 2026Q1: 1,269 shares; 2026Q2: 1,159 shares 1,159 $761K 0.04% -110 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: 74,367 shares; 2024Q4: 61,216 shares; 2025Q1: 61,691 shares; 2025Q2: 38,618 shares; 2025Q3: 53,927 shares; 2025Q4: 54,707 shares; 2026Q1: 10,336 shares; 2026Q2: 12,695 shares 12,695 $758K 0.04% +2,359 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,621 shares; 2024Q4: 1,559 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,487 shares; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares; 2026Q2: 2,242 shares 2,242 $744K 0.04% +755 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,940 shares; 2024Q4: 15,301 shares; 2025Q1: 14,780 shares; 2025Q2: 15,503 shares; 2025Q3: 13,394 shares; 2025Q4: 13,281 shares; 2026Q1: 13,702 shares; 2026Q2: 12,254 shares 12,254 $740K 0.04% -1,448 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: 36,813 shares; 2024Q4: 36,549 shares; 2025Q1: 16,995 shares; 2025Q2: 17,720 shares; 2025Q3: 15,415 shares; 2025Q4: 15,414 shares; 2026Q1: 15,230 shares; 2026Q2: 15,230 shares 15,230 $728K 0.04% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,320 shares; 2024Q4: 38,198 shares; 2025Q1: 38,212 shares; 2025Q2: 38,231 shares; 2025Q3: 38,253 shares; 2025Q4: 37,825 shares; 2026Q1: 37,845 shares; 2026Q2: 37,865 shares 37,865 $724K 0.04% +20 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: 11,359 shares; 2024Q4: 11,225 shares; 2025Q1: 10,861 shares; 2025Q2: 10,867 shares; 2025Q3: 9,873 shares; 2025Q4: 9,848 shares; 2026Q1: 9,647 shares; 2026Q2: 8,483 shares 8,483 $718K 0.04% -1,164 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,326 shares; 2024Q4: 9,863 shares; 2025Q1: 13,456 shares; 2025Q2: 12,831 shares; 2025Q3: 11,301 shares; 2025Q4: 8,161 shares; 2026Q1: 8,382 shares; 2026Q2: 8,551 shares 8,551 $710K 0.04% +169 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,717 shares; 2024Q4: 7,726 shares; 2025Q1: 7,622 shares; 2025Q2: 7,625 shares; 2025Q3: 7,628 shares; 2025Q4: 7,631 shares; 2026Q1: 7,588 shares; 2026Q2: 8,488 shares 8,488 $709K 0.04% +900 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: 41,900 shares; 2024Q4: 41,263 shares; 2025Q1: 32,654 shares; 2025Q2: 29,685 shares; 2025Q3: 52,833 shares; 2025Q4: 58,631 shares; 2026Q1: 55,422 shares; 2026Q2: 11,500 shares 11,500 $707K 0.04% -43,922 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,047 shares; 2024Q4: 82,634 shares; 2025Q1: 72,252 shares; 2025Q2: 81,324 shares; 2025Q3: 111,018 shares; 2025Q4: 132,924 shares; 2026Q1: 35,967 shares; 2026Q2: 34,685 shares 34,685 $702K 0.04% -1,282 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,846 shares; 2025Q1: 14,013 shares; 2025Q2: 14,013 shares; 2025Q3: 10,968 shares; 2025Q4: 18,225 shares; 2026Q1: 16,773 shares; 2026Q2: 16,647 shares 16,647 $696K 0.04% -126 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,892 shares; 2024Q4: 11,900 shares; 2025Q1: 12,157 shares; 2025Q2: 11,914 shares; 2025Q3: 11,922 shares; 2025Q4: 11,931 shares; 2026Q1: 11,939 shares; 2026Q2: 12,348 shares 12,348 $696K 0.04% +409 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: 3,651 shares; 2024Q4: 3,661 shares; 2025Q1: 3,423 shares; 2025Q2: 5,202 shares; 2025Q3: 5,030 shares; 2025Q4: 5,039 shares; 2026Q1: 5,045 shares; 2026Q2: 5,053 shares 5,053 $691K 0.04% +8 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,161 shares; 2024Q4: 1,237 shares; 2025Q1: 1,122 shares; 2025Q2: 968 shares; 2025Q3: 628 shares; 2025Q4: not reported; 2026Q1: 2,488 shares; 2026Q2: 1,947 shares 1,947 $690K 0.04% -541 Timeline SHYG 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: 16,221 shares 16,221 $688K 0.04% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,602 shares; 2024Q4: 18,521 shares; 2025Q1: 20,123 shares; 2025Q2: 19,134 shares; 2025Q3: 20,455 shares; 2025Q4: 19,444 shares; 2026Q1: 17,999 shares; 2026Q2: 18,405 shares 18,405 $677K 0.04% +406 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: 2,930 shares; 2024Q4: 2,474 shares; 2025Q1: 2,550 shares; 2025Q2: 2,551 shares; 2025Q3: 2,599 shares; 2025Q4: 2,596 shares; 2026Q1: 2,394 shares; 2026Q2: 3,067 shares 3,067 $676K 0.04% +673 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,463 shares; 2024Q4: 7,233 shares; 2025Q1: 9,055 shares; 2025Q2: 9,139 shares; 2025Q3: 9,351 shares; 2025Q4: 8,865 shares; 2026Q1: 6,810 shares; 2026Q2: 8,165 shares 8,165 $675K 0.04% +1,355 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,064 shares; 2026Q2: 12,068 shares 12,068 $671K 0.04% +4 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951 shares; 2024Q4: 951 shares; 2025Q1: 535 shares; 2025Q2: 8,010 shares; 2025Q3: 8,327 shares; 2025Q4: 7,905 shares; 2026Q1: 7,403 shares; 2026Q2: 7,261 shares 7,261 $669K 0.04% -142 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares; 2026Q1: 1,397 shares; 2026Q2: 1,542 shares 1,542 $668K 0.04% +145 Timeline WELLS FARGO & CO 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: 277 shares; 2024Q4: 284 shares; 2025Q1: 285 shares; 2025Q2: 385 shares; 2025Q3: 567 shares; 2025Q4: 564 shares; 2026Q1: 550 shares; 2026Q2: 571 shares 571 $661K 0.04% +21 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: 7,870 shares; 2024Q4: 6,338 shares; 2025Q1: 5,580 shares; 2025Q2: 5,146 shares; 2025Q3: 5,141 shares; 2025Q4: 5,011 shares; 2026Q1: 5,133 shares; 2026Q2: 4,817 shares 4,817 $659K 0.04% -316 Timeline ZALT 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: 7,756 shares; 2025Q3: 9,054 shares; 2025Q4: 16,471 shares; 2026Q1: 16,323 shares; 2026Q2: 19,444 shares 19,444 $659K 0.04% +3,121 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,528 shares 7,528 $656K 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,188 shares; 2024Q4: 35,640 shares; 2025Q1: 34,560 shares; 2025Q2: 34,326 shares; 2025Q3: 39,100 shares; 2025Q4: 42,724 shares; 2026Q1: 32,273 shares; 2026Q2: 4,171 shares 4,171 $654K 0.04% -28,102 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,917 shares; 2024Q4: 12,736 shares; 2025Q1: 14,567 shares; 2025Q2: 18,474 shares; 2025Q3: 18,866 shares; 2025Q4: 21,234 shares; 2026Q1: 21,525 shares; 2026Q2: 21,654 shares 21,654 $653K 0.04% +129 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: 16,976 shares; 2024Q4: 19,875 shares; 2025Q1: 20,400 shares; 2025Q2: not reported; 2025Q3: 5,043 shares; 2025Q4: 5,880 shares; 2026Q1: 6,981 shares; 2026Q2: 7,275 shares 7,275 $645K 0.04% +294 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: 11,297 shares; 2024Q4: 8,938 shares; 2025Q1: 4,204 shares; 2025Q2: 8,996 shares; 2025Q3: 4,245 shares; 2025Q4: 14,390 shares; 2026Q1: 8,422 shares; 2026Q2: 14,210 shares 14,210 $644K 0.04% +5,788 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: 8,540 shares; 2024Q4: 9,539 shares; 2025Q1: 5,058 shares; 2025Q2: 4,453 shares; 2025Q3: 4,239 shares; 2025Q4: 4,244 shares; 2026Q1: 2,449 shares; 2026Q2: 2,449 shares 2,449 $638K 0.04% 0 Timeline AUGU 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: 23,613 shares; 2024Q4: 23,493 shares; 2025Q1: 21,255 shares; 2025Q2: 21,255 shares; 2025Q3: 21,989 shares; 2025Q4: 21,889 shares; 2026Q1: 19,975 shares; 2026Q2: 19,975 shares 19,975 $633K 0.03% 0 Timeline TMSL 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: 19,345 shares; 2025Q2: 12,419 shares; 2025Q3: 9,091 shares; 2025Q4: 7,372 shares; 2026Q1: 7,896 shares; 2026Q2: 14,431 shares 14,431 $633K 0.03% +6,535 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: 7,382 shares; 2024Q4: 8,405 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,477 shares 6,477 $625K 0.03% 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: 11,268 shares; 2024Q4: 12,750 shares; 2025Q1: 9,622 shares; 2025Q2: 7,945 shares; 2025Q3: 7,655 shares; 2025Q4: 7,031 shares; 2026Q1: 7,299 shares; 2026Q2: 6,877 shares 6,877 $624K 0.03% -422 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,424 shares; 2024Q4: 5,424 shares; 2025Q1: 5,208 shares; 2025Q2: 5,208 shares; 2025Q3: 4,980 shares; 2025Q4: 4,670 shares; 2026Q1: 10,560 shares; 2026Q2: 10,560 shares 10,560 $623K 0.03% 0 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: 1,148 shares; 2024Q4: 1,045 shares; 2025Q1: 974 shares; 2025Q2: 1,000 shares; 2025Q3: 1,095 shares; 2025Q4: 985 shares; 2026Q1: 1,565 shares; 2026Q2: 1,222 shares 1,222 $623K 0.03% -343 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: 7,086 shares; 2024Q4: 19,782 shares; 2025Q1: 19,808 shares; 2025Q2: 19,832 shares; 2025Q3: 19,600 shares; 2025Q4: 18,795 shares; 2026Q1: 18,801 shares; 2026Q2: 21,136 shares 21,136 $622K 0.03% +2,335 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: 13,895 shares; 2024Q4: 13,986 shares; 2025Q1: 22,214 shares; 2025Q2: 30,793 shares; 2025Q3: 31,732 shares; 2025Q4: 21,714 shares; 2026Q1: not reported; 2026Q2: 2,319 shares 2,319 $619K 0.03% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,750 shares 2,750 $616K 0.03% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,750 shares 2,750 $608K 0.03% 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: 4,159 shares; 2024Q4: 3,839 shares; 2025Q1: 3,941 shares; 2025Q2: 3,942 shares; 2025Q3: 3,738 shares; 2025Q4: 3,725 shares; 2026Q1: 3,729 shares; 2026Q2: 3,741 shares 3,741 $606K 0.03% +12 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: 127,187 shares; 2024Q4: 134,272 shares; 2025Q1: 10,494 shares; 2025Q2: 8,942 shares; 2025Q3: 7,945 shares; 2025Q4: 6,885 shares; 2026Q1: 6,827 shares; 2026Q2: 6,641 shares 6,641 $606K 0.03% -186 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,015 shares; 2024Q4: 9,014 shares; 2025Q1: 4,025 shares; 2025Q2: 44,346 shares; 2025Q3: 45,179 shares; 2025Q4: 47,096 shares; 2026Q1: 4,038 shares; 2026Q2: 4,031 shares 4,031 $605K 0.03% -7 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,536 shares; 2024Q4: 3,199 shares; 2025Q1: 3,024 shares; 2025Q2: 2,994 shares; 2025Q3: 3,114 shares; 2025Q4: 2,994 shares; 2026Q1: 2,847 shares; 2026Q2: 4,907 shares 4,907 $604K 0.03% +2,060 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,856 shares; 2025Q3: 8,438 shares; 2025Q4: 8,438 shares; 2026Q1: 10,661 shares; 2026Q2: 13,945 shares 13,945 $604K 0.03% +3,284 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: 47,074 shares; 2024Q4: 31,654 shares; 2025Q1: 23,025 shares; 2025Q2: 16,501 shares; 2025Q3: 13,368 shares; 2025Q4: 13,066 shares; 2026Q1: 7,911 shares; 2026Q2: 7,738 shares 7,738 $603K 0.03% -173 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,974 shares; 2024Q4: 30,378 shares; 2025Q1: 23,129 shares; 2025Q2: 23,801 shares; 2025Q3: 23,497 shares; 2025Q4: 19,695 shares; 2026Q1: 16,853 shares; 2026Q2: 12,562 shares 12,562 $597K 0.03% -4,291 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,755 shares; 2024Q4: 1,756 shares; 2025Q1: not reported; 2025Q2: 1,972 shares; 2025Q3: 2,484 shares; 2025Q4: 2,255 shares; 2026Q1: 2,337 shares; 2026Q2: 2,382 shares 2,382 $592K 0.03% +45 Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 14,606 shares; 2026Q1: 18,886 shares; 2026Q2: 18,756 shares 18,756 $588K 0.03% -130 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: 273 shares; 2024Q4: 289 shares; 2025Q1: 282 shares; 2025Q2: 285 shares; 2025Q3: 291 shares; 2025Q4: 320 shares; 2026Q1: 550 shares; 2026Q2: 340 shares 340 $579K 0.03% -210 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,699 shares; 2025Q2: 6,099 shares; 2025Q3: 7,299 shares; 2025Q4: 7,499 shares; 2026Q1: 7,499 shares; 2026Q2: 8,899 shares 8,899 $576K 0.03% +1,400 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,873 shares 1,873 $567K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,161 shares; 2024Q4: 1,234 shares; 2025Q1: 1,247 shares; 2025Q2: 1,194 shares; 2025Q3: 985 shares; 2025Q4: 971 shares; 2026Q1: 1,143 shares; 2026Q2: 1,112 shares 1,112 $567K 0.03% -31 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,936 shares; 2024Q4: 6,181 shares; 2025Q1: 6,192 shares; 2025Q2: 6,203 shares; 2025Q3: 6,739 shares; 2025Q4: 7,242 shares; 2026Q1: 7,164 shares; 2026Q2: 7,190 shares 7,190 $567K 0.03% +26 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: 121,409 shares; 2024Q4: 132,000 shares; 2025Q1: 6,672 shares; 2025Q2: not reported; 2025Q3: 4,870 shares; 2025Q4: 4,884 shares; 2026Q1: 5,884 shares; 2026Q2: 8,270 shares 8,270 $562K 0.03% +2,386 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: 4,841 shares; 2024Q4: 4,854 shares; 2025Q1: 4,854 shares; 2025Q2: 4,854 shares; 2025Q3: 4,854 shares; 2025Q4: 10,499 shares; 2026Q1: 10,499 shares; 2026Q2: 10,499 shares 10,499 $559K 0.03% 0 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: 8,666 shares; 2024Q4: 2,310 shares; 2025Q1: 2,170 shares; 2025Q2: 2,069 shares; 2025Q3: 2,026 shares; 2025Q4: 1,835 shares; 2026Q1: 1,875 shares; 2026Q2: 1,838 shares 1,838 $557K 0.03% -37 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 868 shares 868 $555K 0.03% new 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: 23,577 shares; 2024Q4: 6,987 shares; 2025Q1: 5,975 shares; 2025Q2: 6,196 shares; 2025Q3: 6,093 shares; 2025Q4: 6,104 shares; 2026Q1: 3,529 shares; 2026Q2: 3,501 shares 3,501 $553K 0.03% -28 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: 8,046 shares; 2024Q4: 7,852 shares; 2025Q1: 6,356 shares; 2025Q2: 7,524 shares; 2025Q3: 7,441 shares; 2025Q4: 7,307 shares; 2026Q1: 1,343 shares; 2026Q2: 1,343 shares 1,343 $550K 0.03% 0 Timeline EMLP 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: 27,848 shares; 2024Q4: 27,938 shares; 2025Q1: 43,747 shares; 2025Q2: 23,487 shares; 2025Q3: 23,513 shares; 2025Q4: 23,546 shares; 2026Q1: 12,292 shares; 2026Q2: 12,326 shares 12,326 $536K 0.03% +34 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: 19,649 shares; 2024Q4: 19,059 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,721 shares; 2025Q4: 3,789 shares; 2026Q1: 3,924 shares; 2026Q2: 3,827 shares 3,827 $536K 0.03% -97 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,111 shares; 2024Q4: 29,106 shares; 2025Q1: 27,308 shares; 2025Q2: 16,772 shares; 2025Q3: 13,988 shares; 2025Q4: 13,214 shares; 2026Q1: 13,243 shares; 2026Q2: 11,589 shares 11,589 $535K 0.03% -1,654 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 289 shares; 2026Q2: 638 shares 638 $530K 0.03% +349 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: 6,508 shares; 2024Q4: 5,999 shares; 2025Q1: 5,623 shares; 2025Q2: 5,605 shares; 2025Q3: 5,552 shares; 2025Q4: 5,510 shares; 2026Q1: 5,505 shares; 2026Q2: 5,527 shares 5,527 $529K 0.03% +22 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,812 shares; 2024Q4: 1,881 shares; 2025Q1: 1,871 shares; 2025Q2: 1,780 shares; 2025Q3: 2,140 shares; 2025Q4: 2,095 shares; 2026Q1: 1,995 shares; 2026Q2: 1,951 shares 1,951 $528K 0.03% -44 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: 3,196 shares; 2025Q1: 1,356 shares; 2025Q2: 1,575 shares; 2025Q3: 1,763 shares; 2025Q4: 1,562 shares; 2026Q1: 5,021 shares; 2026Q2: 1,760 shares 1,760 $526K 0.03% -3,261 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 896 shares; 2025Q1: 866 shares; 2025Q2: 995 shares; 2025Q3: 1,205 shares; 2025Q4: 1,075 shares; 2026Q1: 1,060 shares; 2026Q2: 1,285 shares 1,285 $524K 0.03% +225 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,558 shares; 2024Q4: 11,228 shares; 2025Q1: 10,466 shares; 2025Q2: 10,189 shares; 2025Q3: 10,045 shares; 2025Q4: 9,715 shares; 2026Q1: 8,982 shares; 2026Q2: 8,969 shares 8,969 $519K 0.03% -13 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,712 shares; 2024Q4: 18,066 shares; 2025Q1: 17,949 shares; 2025Q2: 17,175 shares; 2025Q3: 16,272 shares; 2025Q4: 16,110 shares; 2026Q1: 14,476 shares; 2026Q2: 14,337 shares 14,337 $517K 0.03% -139 Timeline GFEB 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: 11,599 shares; 2025Q2: 11,374 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,172 shares; 2026Q2: 11,727 shares 11,727 $516K 0.03% -445 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,000 shares; 2024Q4: 50,185 shares; 2025Q1: 36,185 shares; 2025Q2: 89,185 shares; 2025Q3: 81,185 shares; 2025Q4: 81,185 shares; 2026Q1: 64,185 shares; 2026Q2: 52,185 shares 52,185 $511K 0.03% -12,000 Timeline NAPR 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: 8,764 shares; 2024Q4: 8,764 shares; 2025Q1: 8,764 shares; 2025Q2: 8,764 shares; 2025Q3: 8,764 shares; 2025Q4: 8,567 shares; 2026Q1: 8,567 shares; 2026Q2: 8,567 shares 8,567 $507K 0.03% 0 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: 27,969 shares; 2024Q4: 27,844 shares; 2025Q1: 26,587 shares; 2025Q2: 28,208 shares; 2025Q3: 30,116 shares; 2025Q4: 27,002 shares; 2026Q1: 1,671 shares; 2026Q2: 1,660 shares 1,660 $503K 0.03% -11 Timeline PDEC 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: 10,948 shares; 2026Q1: 10,948 shares; 2026Q2: 10,948 shares 10,948 $502K 0.03% 0 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,793 shares; 2024Q4: 17,988 shares; 2025Q1: 18,438 shares; 2025Q2: 21,403 shares; 2025Q3: 21,800 shares; 2025Q4: 23,011 shares; 2026Q1: 12,000 shares; 2026Q2: 12,464 shares 12,464 $502K 0.03% +464 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,297 shares; 2026Q2: 13,701 shares 13,701 $494K 0.03% -596 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: 55,334 shares; 2024Q4: 59,200 shares; 2025Q1: 65,852 shares; 2025Q2: 68,241 shares; 2025Q3: 76,773 shares; 2025Q4: 79,420 shares; 2026Q1: 5,156 shares; 2026Q2: 3,426 shares 3,426 $490K 0.03% -1,730 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: 2,746 shares; 2024Q4: 2,620 shares; 2025Q1: 2,603 shares; 2025Q2: 2,629 shares; 2025Q3: 2,639 shares; 2025Q4: 2,641 shares; 2026Q1: 2,028 shares; 2026Q2: 1,713 shares 1,713 $489K 0.03% -315 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,245 shares; 2024Q4: 4,010 shares; 2025Q1: 3,994 shares; 2025Q2: 3,844 shares; 2025Q3: 2,503 shares; 2025Q4: 2,503 shares; 2026Q1: 2,503 shares; 2026Q2: 4,051 shares 4,051 $487K 0.03% +1,548 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,132 shares 3,132 $485K 0.03% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,883 shares; 2024Q4: 4,450 shares; 2025Q1: 4,863 shares; 2025Q2: 4,865 shares; 2025Q3: 4,868 shares; 2025Q4: 4,872 shares; 2026Q1: 4,582 shares; 2026Q2: 6,583 shares 6,583 $483K 0.03% +2,001 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,264 shares; 2024Q4: 12,124 shares; 2025Q1: 12,124 shares; 2025Q2: 12,124 shares; 2025Q3: 12,124 shares; 2025Q4: 12,124 shares; 2026Q1: 12,124 shares; 2026Q2: 12,124 shares 12,124 $483K 0.03% 0 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,964 shares; 2025Q1: 5,164 shares; 2025Q2: 6,964 shares; 2025Q3: 6,964 shares; 2025Q4: 9,285 shares; 2026Q1: 9,285 shares; 2026Q2: 9,585 shares 9,585 $480K 0.03% +300 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,103 shares; 2024Q4: 15,141 shares; 2025Q1: 52,250 shares; 2025Q2: 7,129 shares; 2025Q3: 6,936 shares; 2025Q4: 13,089 shares; 2026Q1: 13,265 shares; 2026Q2: 13,920 shares 13,920 $478K 0.03% +655 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,199 shares 6,199 $477K 0.03% new Timeline TDVG 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: 122,579 shares; 2024Q4: 122,773 shares; 2025Q1: 52,202 shares; 2025Q2: 11,890 shares; 2025Q3: 11,397 shares; 2025Q4: 11,418 shares; 2026Q1: 11,366 shares; 2026Q2: 9,661 shares 9,661 $474K 0.03% -1,705 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: 1,781 shares; 2024Q4: 2,013 shares; 2025Q1: 2,062 shares; 2025Q2: 2,240 shares; 2025Q3: 2,642 shares; 2025Q4: 2,350 shares; 2026Q1: 2,166 shares; 2026Q2: 2,124 shares 2,124 $473K 0.03% -42 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,933 shares; 2024Q4: 3,568 shares; 2025Q1: 1,963 shares; 2025Q2: 2,415 shares; 2025Q3: 2,640 shares; 2025Q4: 1,840 shares; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares 1,780 $471K 0.03% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,318 shares; 2024Q4: 34,269 shares; 2025Q1: 34,269 shares; 2025Q2: 34,269 shares; 2025Q3: 34,269 shares; 2025Q4: 32,269 shares; 2026Q1: 32,269 shares; 2026Q2: 32,269 shares 32,269 $469K 0.03% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 1,069 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 1,033 shares; 2026Q2: 1,034 shares 1,034 $468K 0.03% +1 Timeline MDYG 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: 4,897 shares; 2024Q4: 4,780 shares; 2025Q1: 4,371 shares; 2025Q2: 4,495 shares; 2025Q3: 4,533 shares; 2025Q4: 4,007 shares; 2026Q1: 4,161 shares; 2026Q2: 4,164 shares 4,164 $467K 0.03% +3 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: 2,551 shares; 2024Q4: 2,108 shares; 2025Q1: 2,085 shares; 2025Q2: 2,086 shares; 2025Q3: 2,215 shares; 2025Q4: 2,215 shares; 2026Q1: 2,077 shares; 2026Q2: 2,079 shares 2,079 $465K 0.03% +2 Timeline CLIX PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,111 shares; 2024Q4: 10,039 shares; 2025Q1: 9,983 shares; 2025Q2: 9,460 shares; 2025Q3: 8,725 shares; 2025Q4: 8,631 shares; 2026Q1: 8,521 shares; 2026Q2: 8,383 shares 8,383 $462K 0.03% -138 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: 1,138 shares; 2024Q4: 1,406 shares; 2025Q1: 1,722 shares; 2025Q2: 1,700 shares; 2025Q3: 1,374 shares; 2025Q4: 999 shares; 2026Q1: 951 shares; 2026Q2: 1,079 shares 1,079 $460K 0.03% +128 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,610 shares; 2024Q4: 24,184 shares; 2025Q1: 24,580 shares; 2025Q2: 20,290 shares; 2025Q3: 15,490 shares; 2025Q4: 16,590 shares; 2026Q1: 24,108 shares; 2026Q2: 25,436 shares 25,436 $456K 0.03% +1,328 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,385 shares 4,385 $442K 0.02% new Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,120 shares; 2024Q4: 6,129 shares; 2025Q1: 6,473 shares; 2025Q2: 7,038 shares; 2025Q3: 7,934 shares; 2025Q4: 8,648 shares; 2026Q1: 8,453 shares; 2026Q2: 4,281 shares 4,281 $440K 0.02% -4,172 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,308 shares; 2024Q4: 2,913 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,418 shares 3,418 $437K 0.02% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,513 shares; 2024Q4: 27,473 shares; 2025Q1: 26,350 shares; 2025Q2: 22,109 shares; 2025Q3: 21,660 shares; 2025Q4: 19,458 shares; 2026Q1: 17,014 shares; 2026Q2: 17,178 shares 17,178 $434K 0.02% +164 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,645 shares; 2024Q4: 2,937 shares; 2025Q1: 2,963 shares; 2025Q2: 2,954 shares; 2025Q3: 3,461 shares; 2025Q4: 3,163 shares; 2026Q1: 2,485 shares; 2026Q2: 2,560 shares 2,560 $433K 0.02% +75 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 1,098 shares; 2025Q1: 1,189 shares; 2025Q2: 1,105 shares; 2025Q3: 1,293 shares; 2025Q4: 1,138 shares; 2026Q1: 1,279 shares; 2026Q2: 1,294 shares 1,294 $427K 0.02% +15 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,469 shares; 2026Q1: 2,469 shares; 2026Q2: 2,469 shares 2,469 $427K 0.02% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,194 shares; 2024Q4: 18,404 shares; 2025Q1: 18,104 shares; 2025Q2: 18,444 shares; 2025Q3: 20,291 shares; 2025Q4: 26,358 shares; 2026Q1: 3,199 shares; 2026Q2: 2,972 shares 2,972 $425K 0.02% -227 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: 3,412 shares; 2024Q4: 3,252 shares; 2025Q1: 3,072 shares; 2025Q2: 3,057 shares; 2025Q3: 2,660 shares; 2025Q4: 2,889 shares; 2026Q1: 2,397 shares; 2026Q2: 2,790 shares 2,790 $423K 0.02% +393 Timeline TCHP 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: 36,045 shares; 2024Q4: 35,257 shares; 2025Q1: 24,744 shares; 2025Q2: 17,994 shares; 2025Q3: 14,257 shares; 2025Q4: 12,035 shares; 2026Q1: 9,084 shares; 2026Q2: 8,430 shares 8,430 $422K 0.02% -654 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: 9,559 shares; 2024Q4: 7,453 shares; 2025Q1: 8,378 shares; 2025Q2: 7,961 shares; 2025Q3: 6,047 shares; 2025Q4: 5,793 shares; 2026Q1: 5,802 shares; 2026Q2: 4,454 shares 4,454 $418K 0.02% -1,348 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: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $417K 0.02% 0 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,585 shares; 2024Q4: 22,791 shares; 2025Q1: 23,012 shares; 2025Q2: 23,263 shares; 2025Q3: 23,201 shares; 2025Q4: 18,789 shares; 2026Q1: 33,581 shares; 2026Q2: 33,761 shares 33,761 $415K 0.02% +180 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,225 shares; 2024Q4: 40,721 shares; 2025Q1: 41,989 shares; 2025Q2: 35,871 shares; 2025Q3: 28,181 shares; 2025Q4: 27,901 shares; 2026Q1: 29,990 shares; 2026Q2: 29,065 shares 29,065 $404K 0.02% -925 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: 2,849 shares; 2024Q4: 2,803 shares; 2025Q1: 5,120 shares; 2025Q2: 4,877 shares; 2025Q3: 4,939 shares; 2025Q4: 4,995 shares; 2026Q1: 4,991 shares; 2026Q2: 5,008 shares 5,008 $401K 0.02% +17 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,631 shares; 2024Q4: 6,436 shares; 2025Q1: 6,421 shares; 2025Q2: 5,767 shares; 2025Q3: 4,990 shares; 2025Q4: 5,002 shares; 2026Q1: 5,016 shares; 2026Q2: 2,916 shares 2,916 $395K 0.02% -2,100 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 1,626 shares; 2025Q1: 1,683 shares; 2025Q2: 1,688 shares; 2025Q3: 1,697 shares; 2025Q4: 1,822 shares; 2026Q1: 1,769 shares; 2026Q2: 2,678 shares 2,678 $394K 0.02% +909 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,064 shares; 2025Q4: 7,000 shares; 2026Q1: 7,331 shares; 2026Q2: 8,338 shares 8,338 $394K 0.02% +1,007 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: 953 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares; 2026Q2: 947 shares 947 $393K 0.02% +2 Timeline GSEW 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: 4,685 shares; 2024Q4: 4,685 shares; 2025Q1: 4,380 shares; 2025Q2: 4,148 shares; 2025Q3: 4,148 shares; 2025Q4: 4,148 shares; 2026Q1: 4,148 shares; 2026Q2: 4,148 shares 4,148 $392K 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,515 shares; 2025Q3: 13,515 shares; 2025Q4: 10,915 shares; 2026Q1: 11,037 shares; 2026Q2: 10,549 shares 10,549 $387K 0.02% -488 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,022 shares; 2025Q3: 8,022 shares; 2025Q4: 8,022 shares; 2026Q1: 8,022 shares; 2026Q2: 7,022 shares 7,022 $386K 0.02% -1,000 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,731 shares; 2026Q2: 14,851 shares 14,851 $385K 0.02% +1,120 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: 17,511 shares; 2024Q4: 17,511 shares; 2025Q1: 8,744 shares; 2025Q2: 8,744 shares; 2025Q3: 7,409 shares; 2025Q4: 7,322 shares; 2026Q1: 6,792 shares; 2026Q2: 7,232 shares 7,232 $385K 0.02% +440 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,713 shares; 2024Q4: 2,923 shares; 2025Q1: 2,143 shares; 2025Q2: 2,134 shares; 2025Q3: 2,287 shares; 2025Q4: 2,296 shares; 2026Q1: 3,131 shares; 2026Q2: 3,228 shares 3,228 $379K 0.02% +97 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,913 shares; 2024Q4: 3,033 shares; 2025Q1: 3,247 shares; 2025Q2: 3,361 shares; 2025Q3: 2,914 shares; 2025Q4: 3,118 shares; 2026Q1: 3,016 shares; 2026Q2: 2,709 shares 2,709 $377K 0.02% -307 Timeline QBUF 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: 8,110 shares; 2026Q1: 8,075 shares; 2026Q2: 12,199 shares 12,199 $375K 0.02% +4,124 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,067 shares; 2024Q4: 5,851 shares; 2025Q1: 3,096 shares; 2025Q2: 3,928 shares; 2025Q3: 4,600 shares; 2025Q4: 6,248 shares; 2026Q1: 6,058 shares; 2026Q2: 7,699 shares 7,699 $369K 0.02% +1,641 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,882 shares; 2024Q4: 3,831 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 4,148 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $369K 0.02% 0 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: 6,280 shares; 2024Q4: 6,280 shares; 2025Q1: 5,421 shares; 2025Q2: 5,396 shares; 2025Q3: 5,596 shares; 2025Q4: 5,596 shares; 2026Q1: 4,940 shares; 2026Q2: 4,740 shares 4,740 $367K 0.02% -200 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,055 shares; 2024Q4: 6,055 shares; 2025Q1: not reported; 2025Q2: 7,366 shares; 2025Q3: 5,303 shares; 2025Q4: not reported; 2026Q1: 4,918 shares; 2026Q2: 8,228 shares 8,228 $364K 0.02% +3,310 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,897 shares; 2024Q4: 26,972 shares; 2025Q1: 5,869 shares; 2025Q2: 5,398 shares; 2025Q3: 5,138 shares; 2025Q4: 4,892 shares; 2026Q1: 4,863 shares; 2026Q2: 4,716 shares 4,716 $364K 0.02% -147 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,642 shares; 2024Q4: 4,128 shares; 2025Q1: 4,029 shares; 2025Q2: 3,635 shares; 2025Q3: 3,812 shares; 2025Q4: 3,809 shares; 2026Q1: 3,377 shares; 2026Q2: 13,156 shares 13,156 $361K 0.02% +9,779 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,437 shares; 2024Q4: 2,165 shares; 2025Q1: 2,110 shares; 2025Q2: 2,088 shares; 2025Q3: 1,908 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares; 2026Q2: 1,608 shares 1,608 $360K 0.02% -9 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,277 shares; 2024Q4: 11,613 shares; 2025Q1: 10,493 shares; 2025Q2: 10,513 shares; 2025Q3: 10,513 shares; 2025Q4: 10,534 shares; 2026Q1: 15,126 shares; 2026Q2: 17,900 shares 17,900 $359K 0.02% +2,774 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,906 shares; 2024Q4: 16,782 shares; 2025Q1: 9,825 shares; 2025Q2: 9,825 shares; 2025Q3: 9,825 shares; 2025Q4: 9,500 shares; 2026Q1: 7,505 shares; 2026Q2: 7,505 shares 7,505 $355K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 785 shares; 2026Q2: 3,925 shares 3,925 $345K 0.02% +3,140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,220 shares; 2025Q4: 5,054 shares; 2026Q1: not reported; 2026Q2: 7,698 shares 7,698 $342K 0.02% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,752 shares; 2024Q4: 73,402 shares; 2025Q1: 3,445 shares; 2025Q2: 2,488 shares; 2025Q3: 2,015 shares; 2025Q4: 1,996 shares; 2026Q1: 1,905 shares; 2026Q2: 1,907 shares 1,907 $341K 0.02% +2 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,810 shares; 2024Q4: 2,001 shares; 2025Q1: 1,775 shares; 2025Q2: 1,778 shares; 2025Q3: 1,573 shares; 2025Q4: 1,592 shares; 2026Q1: 1,707 shares; 2026Q2: 2,073 shares 2,073 $339K 0.02% +366 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: not reported; 2025Q3: not reported; 2025Q4: 3,805 shares; 2026Q1: 16,941 shares; 2026Q2: 5,675 shares 5,675 $337K 0.02% -11,266 Timeline ZFEB 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: 11,396 shares; 2025Q3: 11,396 shares; 2025Q4: 11,396 shares; 2026Q1: 12,946 shares; 2026Q2: 12,946 shares 12,946 $336K 0.02% 0 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: 4,267 shares; 2024Q4: 7,603 shares; 2025Q1: not reported; 2025Q2: 4,110 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,462 shares; 2026Q2: 6,940 shares 6,940 $336K 0.02% -522 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,740 shares; 2025Q3: 11,354 shares; 2025Q4: 15,743 shares; 2026Q1: 17,893 shares; 2026Q2: 17,766 shares 17,766 $335K 0.02% -127 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,867 shares; 2025Q1: 1,867 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,867 shares; 2026Q1: 1,867 shares; 2026Q2: 1,874 shares 1,874 $335K 0.02% +7 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,755 shares; 2024Q4: 6,700 shares; 2025Q1: 6,940 shares; 2025Q2: 6,612 shares; 2025Q3: 6,641 shares; 2025Q4: 3,685 shares; 2026Q1: 3,629 shares; 2026Q2: 3,270 shares 3,270 $334K 0.02% -359 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: 112,661 shares; 2024Q4: 41,137 shares; 2025Q1: 22,436 shares; 2025Q2: 23,537 shares; 2025Q3: 10,009 shares; 2025Q4: 6,143 shares; 2026Q1: 5,475 shares; 2026Q2: 5,475 shares 5,475 $334K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,498 shares; 2024Q4: 9,731 shares; 2025Q1: 6,900 shares; 2025Q2: 4,106 shares; 2025Q3: 3,552 shares; 2025Q4: 1,063 shares; 2026Q1: 1,064 shares; 2026Q2: 1,065 shares 1,065 $334K 0.02% +1 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,358 shares; 2024Q4: 3,436 shares; 2025Q1: 3,436 shares; 2025Q2: 3,418 shares; 2025Q3: 3,418 shares; 2025Q4: 3,456 shares; 2026Q1: 3,456 shares; 2026Q2: 3,321 shares 3,321 $332K 0.02% -135 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,880 shares; 2024Q4: 6,751 shares; 2025Q1: 6,579 shares; 2025Q2: 6,245 shares; 2025Q3: 5,893 shares; 2025Q4: 5,536 shares; 2026Q1: 5,576 shares; 2026Q2: 5,353 shares 5,353 $332K 0.02% -223 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,217 shares; 2024Q4: 22,204 shares; 2025Q1: 7,541 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,239 shares; 2026Q1: 3,156 shares; 2026Q2: 3,009 shares 3,009 $330K 0.02% -147 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,699 shares; 2024Q4: 108,253 shares; 2025Q1: 36,646 shares; 2025Q2: 10,505 shares; 2025Q3: 10,654 shares; 2025Q4: 10,654 shares; 2026Q1: 10,780 shares; 2026Q2: 8,323 shares 8,323 $329K 0.02% -2,457 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,633 shares; 2024Q4: 8,368 shares; 2025Q1: 8,317 shares; 2025Q2: 8,556 shares; 2025Q3: 9,576 shares; 2025Q4: 10,375 shares; 2026Q1: 7,171 shares; 2026Q2: 3,774 shares 3,774 $328K 0.02% -3,397 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: 2,505 shares; 2024Q4: 2,509 shares; 2025Q1: 2,512 shares; 2025Q2: 2,515 shares; 2025Q3: 2,793 shares; 2025Q4: 2,797 shares; 2026Q1: 2,800 shares; 2026Q2: 2,802 shares 2,802 $328K 0.02% +2 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,370 shares; 2024Q4: 22,476 shares; 2025Q1: 11,192 shares; 2025Q2: 10,713 shares; 2025Q3: 10,414 shares; 2025Q4: 6,783 shares; 2026Q1: 5,483 shares; 2026Q2: 3,609 shares 3,609 $327K 0.02% -1,874 Timeline QUIK QUICKLOGIC CORP More: the full row for QUICKLOGIC 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: 11,725 shares; 2025Q4: 18,235 shares; 2026Q1: 19,235 shares; 2026Q2: 16,355 shares 16,355 $327K 0.02% -2,880 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,328 shares; 2024Q4: 4,256 shares; 2025Q1: 2,578 shares; 2025Q2: 2,290 shares; 2025Q3: 2,661 shares; 2025Q4: 2,496 shares; 2026Q1: 1,987 shares; 2026Q2: 1,980 shares 1,980 $326K 0.02% -7 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,657 shares; 2024Q4: 1,695 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,047 shares; 2025Q4: 1,042 shares; 2026Q1: 1,030 shares; 2026Q2: 1,036 shares 1,036 $326K 0.02% +6 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: 1,775 shares; 2025Q1: 1,763 shares; 2025Q2: 1,638 shares; 2025Q3: 1,349 shares; 2025Q4: 1,075 shares; 2026Q1: 1,199 shares; 2026Q2: 1,190 shares 1,190 $324K 0.02% -9 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,674 shares; 2024Q4: 2,514 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,244 shares; 2025Q4: not reported; 2026Q1: 1,963 shares; 2026Q2: 2,045 shares 2,045 $324K 0.02% +82 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,073 shares; 2024Q4: 5,370 shares; 2025Q1: 5,370 shares; 2025Q2: 5,370 shares; 2025Q3: 5,180 shares; 2025Q4: 6,706 shares; 2026Q1: 6,706 shares; 2026Q2: 6,706 shares 6,706 $321K 0.02% 0 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: 6,622 shares; 2024Q4: 5,400 shares; 2025Q1: not reported; 2025Q2: 2,885 shares; 2025Q3: 3,015 shares; 2025Q4: 3,691 shares; 2026Q1: 4,572 shares; 2026Q2: 3,496 shares 3,496 $321K 0.02% -1,076 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,475 shares 12,475 $319K 0.02% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,817 shares 5,817 $317K 0.02% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 844 shares 844 $317K 0.02% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400,400 shares; 2024Q4: 409,623 shares; 2025Q1: 376,482 shares; 2025Q2: 375,452 shares; 2025Q3: 390,324 shares; 2025Q4: 407,778 shares; 2026Q1: 5,434 shares; 2026Q2: 5,428 shares 5,428 $316K 0.02% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,640 shares 6,640 $311K 0.02% new Timeline SEZL SEZZLE INC More: the full row for SEZZLE 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: 1,800 shares 1,800 $309K 0.02% 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: 29,210 shares; 2024Q4: 21,359 shares; 2025Q1: 18,603 shares; 2025Q2: 9,337 shares; 2025Q3: 9,348 shares; 2025Q4: 9,360 shares; 2026Q1: 9,370 shares; 2026Q2: 9,600 shares 9,600 $307K 0.02% +230 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,664 shares; 2024Q4: 3,104 shares; 2025Q1: 3,240 shares; 2025Q2: 3,247 shares; 2025Q3: 3,192 shares; 2025Q4: 3,199 shares; 2026Q1: 3,054 shares; 2026Q2: 2,919 shares 2,919 $304K 0.02% -135 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,957 shares; 2026Q2: 7,957 shares 7,957 $303K 0.02% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80,383 shares; 2025Q1: 76,033 shares; 2025Q2: 73,318 shares; 2025Q3: 26,600 shares; 2025Q4: 43,377 shares; 2026Q1: 42,875 shares; 2026Q2: 6,625 shares 6,625 $303K 0.02% -36,250 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY 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: not reported; 2026Q1: 5,187 shares; 2026Q2: 7,251 shares 7,251 $302K 0.02% +2,064 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,104 shares; 2024Q4: 7,300 shares; 2025Q1: 6,536 shares; 2025Q2: 7,193 shares; 2025Q3: 10,822 shares; 2025Q4: 9,449 shares; 2026Q1: 6,117 shares; 2026Q2: 7,326 shares 7,326 $301K 0.02% +1,209 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,262 shares 1,262 $300K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: not reported; 2026Q2: 1,679 shares 1,679 $299K 0.02% new Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,276 shares; 2025Q3: 4,902 shares; 2025Q4: 4,962 shares; 2026Q1: 4,928 shares; 2026Q2: 5,986 shares 5,986 $298K 0.02% +1,058 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,406 shares; 2024Q4: 6,562 shares; 2025Q1: 6,855 shares; 2025Q2: 6,126 shares; 2025Q3: 5,216 shares; 2025Q4: 4,036 shares; 2026Q1: 4,105 shares; 2026Q2: 3,800 shares 3,800 $297K 0.02% -305 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: not reported; 2025Q2: 27,417 shares; 2025Q3: 17,217 shares; 2025Q4: 7,943 shares; 2026Q1: 7,726 shares; 2026Q2: 2,794 shares 2,794 $297K 0.02% -4,932 Timeline