IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,256 shares; 2024Q4: 95,043 shares; 2025Q1: 88,566 shares; 2025Q2: 78,652 shares; 2025Q3: 82,522 shares; 2025Q4: 86,010 shares; 2026Q1: 99,556 shares; 2026Q2: 151,003 shares 151,003 $114M 26.86% +51,447 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: 117,557 shares; 2024Q4: 127,028 shares; 2025Q1: 126,804 shares; 2025Q2: 142,314 shares; 2025Q3: 174,486 shares; 2025Q4: 199,018 shares; 2026Q1: 215,931 shares; 2026Q2: 252,257 shares 252,257 $34.8M 8.19% +36,326 Timeline SPSB 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: 362,550 shares; 2024Q4: 388,443 shares; 2025Q1: 573,199 shares; 2025Q2: 476,742 shares; 2025Q3: 600,894 shares; 2025Q4: 675,184 shares; 2026Q1: 709,019 shares; 2026Q2: 802,312 shares 802,312 $24M 5.65% +93,293 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: 181,069 shares; 2024Q4: 196,632 shares; 2025Q1: 196,108 shares; 2025Q2: 245,065 shares; 2025Q3: 328,362 shares; 2025Q4: 347,861 shares; 2026Q1: 299,752 shares; 2026Q2: 337,488 shares 337,488 $23M 5.41% +37,736 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: 27,222 shares; 2024Q4: 29,940 shares; 2025Q1: 42,768 shares; 2025Q2: 65,578 shares; 2025Q3: 76,404 shares; 2025Q4: 109,044 shares; 2026Q1: 99,492 shares; 2026Q2: 88,953 shares 88,953 $20.5M 4.82% -10,539 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: 81,684 shares; 2024Q4: 75,444 shares; 2025Q1: 109,154 shares; 2025Q2: 205,857 shares; 2025Q3: 260,885 shares; 2025Q4: 327,412 shares; 2026Q1: 295,192 shares; 2026Q2: 241,823 shares 241,823 $19.3M 4.54% -53,369 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: 22,297 shares; 2024Q4: 22,178 shares; 2025Q1: 23,023 shares; 2025Q2: 27,540 shares; 2025Q3: 29,150 shares; 2025Q4: 29,820 shares; 2026Q1: 35,219 shares; 2026Q2: 32,787 shares 32,787 $12.2M 2.87% -2,432 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: 82,097 shares; 2024Q4: 89,821 shares; 2025Q1: 43,065 shares; 2025Q2: 53,300 shares; 2025Q3: 13,689 shares; 2025Q4: not reported; 2026Q1: 84,284 shares; 2026Q2: 99,544 shares 99,544 $12.1M 2.85% +15,260 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: 67,658 shares; 2024Q4: 74,074 shares; 2025Q1: 80,359 shares; 2025Q2: 83,994 shares; 2025Q3: 101,674 shares; 2025Q4: 108,900 shares; 2026Q1: 101,308 shares; 2026Q2: 116,366 shares 116,366 $11.3M 2.66% +15,058 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,973 shares; 2024Q4: 31,544 shares; 2025Q1: 31,641 shares; 2025Q2: 31,406 shares; 2025Q3: 20,379 shares; 2025Q4: 29,590 shares; 2026Q1: 32,260 shares; 2026Q2: 43,987 shares 43,987 $10.9M 2.57% +11,727 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,822 shares; 2025Q3: 226,461 shares; 2025Q4: 247,031 shares; 2026Q1: 260,779 shares; 2026Q2: 230,059 shares 230,059 $10.7M 2.53% -30,720 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: 13,642 shares; 2024Q4: 14,905 shares; 2025Q1: 13,893 shares; 2025Q2: 17,933 shares; 2025Q3: 20,128 shares; 2025Q4: 34,121 shares; 2026Q1: 35,642 shares; 2026Q2: 29,179 shares 29,179 $9.33M 2.2% -6,463 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 248,754 shares 248,754 $8.92M 2.1% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,153 shares; 2024Q4: 116,963 shares; 2025Q1: 110,740 shares; 2025Q2: 125,448 shares; 2025Q3: 96,307 shares; 2025Q4: 94,259 shares; 2026Q1: 91,747 shares; 2026Q2: 94,284 shares 94,284 $8.92M 2.1% +2,537 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147,422 shares; 2026Q2: 178,642 shares 178,642 $8.9M 2.1% +31,220 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201,930 shares; 2026Q2: 268,814 shares 268,814 $8.47M 1.99% +66,884 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,407 shares; 2024Q4: 125,463 shares; 2025Q1: 296,657 shares; 2025Q2: 155,285 shares; 2025Q3: 122,595 shares; 2025Q4: 107,721 shares; 2026Q1: 103,610 shares; 2026Q2: 151,734 shares 151,734 $6.93M 1.63% +48,124 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,642 shares; 2024Q4: 174,885 shares; 2025Q1: 109,833 shares; 2025Q2: 242,570 shares; 2025Q3: 208,921 shares; 2025Q4: 197,137 shares; 2026Q1: 196,969 shares; 2026Q2: 87,886 shares 87,886 $6.9M 1.63% -109,083 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,605 shares; 2025Q3: 205,267 shares; 2025Q4: 219,212 shares; 2026Q1: 231,715 shares; 2026Q2: 158,534 shares 158,534 $6.83M 1.61% -73,181 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: 53,329 shares; 2024Q4: 54,331 shares; 2025Q1: 52,635 shares; 2025Q2: 61,948 shares; 2025Q3: 71,845 shares; 2025Q4: 79,966 shares; 2026Q1: 79,476 shares; 2026Q2: 77,165 shares 77,165 $5.45M 1.28% -2,311 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: 130,559 shares; 2024Q4: 139,967 shares; 2025Q1: 180,158 shares; 2025Q2: 166,469 shares; 2025Q3: 132,086 shares; 2025Q4: 135,286 shares; 2026Q1: 187,599 shares; 2026Q2: 185,862 shares 185,862 $4.19M 0.99% -1,737 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,947 shares; 2024Q4: 36,795 shares; 2025Q1: 55,495 shares; 2025Q2: 30,392 shares; 2025Q3: 26,815 shares; 2025Q4: 26,638 shares; 2026Q1: 32,963 shares; 2026Q2: 32,262 shares 32,262 $3.02M 0.71% -701 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,606 shares; 2024Q4: 5,893 shares; 2025Q1: 42,354 shares; 2025Q2: 39,384 shares; 2025Q3: 32,703 shares; 2025Q4: 31,997 shares; 2026Q1: 35,208 shares; 2026Q2: 29,673 shares 29,673 $2.91M 0.69% -5,535 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,058 shares; 2026Q2: 13,181 shares 13,181 $2.57M 0.61% +123 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: 6,067 shares; 2024Q4: 6,643 shares; 2025Q1: 5,835 shares; 2025Q2: 5,977 shares; 2025Q3: 5,862 shares; 2025Q4: 11,019 shares; 2026Q1: 11,040 shares; 2026Q2: 10,646 shares 10,646 $1.95M 0.46% -394 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: not reported; 2024Q4: not reported; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,546 shares; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares; 2026Q2: 3,260 shares 3,260 $1.79M 0.42% +740 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: not reported; 2024Q4: not reported; 2025Q1: 25,726 shares; 2025Q2: 3,196 shares; 2025Q3: 3,954 shares; 2025Q4: 5,324 shares; 2026Q1: 3,081 shares; 2026Q2: 19,030 shares 19,030 $1.74M 0.41% +15,949 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: 1,970 shares; 2024Q4: not reported; 2025Q1: 4,258 shares; 2025Q2: 7,290 shares; 2025Q3: 7,343 shares; 2025Q4: 8,136 shares; 2026Q1: 7,865 shares; 2026Q2: 8,087 shares 8,087 $1.71M 0.4% +222 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: 24,447 shares; 2024Q4: 25,311 shares; 2025Q1: 19,107 shares; 2025Q2: 20,372 shares; 2025Q3: 26,617 shares; 2025Q4: 29,162 shares; 2026Q1: 27,484 shares; 2026Q2: 27,649 shares 27,649 $1.63M 0.38% +165 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,045 shares 55,045 $1.57M 0.37% new 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: 7,280 shares; 2024Q4: 7,111 shares; 2025Q1: 7,656 shares; 2025Q2: 6,924 shares; 2025Q3: 8,211 shares; 2025Q4: 7,613 shares; 2026Q1: 7,092 shares; 2026Q2: 3,863 shares 3,863 $1.22M 0.29% -3,229 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,942 shares; 2026Q2: 23,898 shares 23,898 $1.2M 0.28% +7,956 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,853 shares 38,853 $1.2M 0.28% new 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: 6,170 shares; 2024Q4: 7,843 shares; 2025Q1: 30,458 shares; 2025Q2: 13,723 shares; 2025Q3: 13,943 shares; 2025Q4: 14,742 shares; 2026Q1: 14,884 shares; 2026Q2: 15,867 shares 15,867 $1.15M 0.27% +983 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: 7,386 shares; 2024Q4: 7,329 shares; 2025Q1: 16,642 shares; 2025Q2: 21,138 shares; 2025Q3: 23,141 shares; 2025Q4: 25,447 shares; 2026Q1: 25,601 shares; 2026Q2: 20,261 shares 20,261 $1.14M 0.27% -5,340 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,130 shares; 2025Q3: 22,122 shares; 2025Q4: 22,122 shares; 2026Q1: 22,122 shares; 2026Q2: 22,122 shares 22,122 $1.09M 0.26% 0 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: 9,940 shares; 2024Q4: 9,668 shares; 2025Q1: 33,328 shares; 2025Q2: 16,751 shares; 2025Q3: 25,425 shares; 2025Q4: 23,301 shares; 2026Q1: 10,823 shares; 2026Q2: 12,896 shares 12,896 $984K 0.23% +2,073 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,287 shares 19,287 $967K 0.23% new 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: 10,419 shares; 2024Q4: 13,268 shares; 2025Q1: 12,452 shares; 2025Q2: 13,635 shares; 2025Q3: 9,987 shares; 2025Q4: 12,805 shares; 2026Q1: 12,430 shares; 2026Q2: 12,283 shares 12,283 $928K 0.22% -147 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,805 shares; 2024Q4: 37,468 shares; 2025Q1: 14,457 shares; 2025Q2: 14,512 shares; 2025Q3: 14,529 shares; 2025Q4: 14,611 shares; 2026Q1: 14,681 shares; 2026Q2: 14,945 shares 14,945 $927K 0.22% +264 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: 4,977 shares; 2024Q4: 5,002 shares; 2025Q1: 6,320 shares; 2025Q2: 7,275 shares; 2025Q3: 7,823 shares; 2025Q4: 7,926 shares; 2026Q1: 8,038 shares; 2026Q2: 8,208 shares 8,208 $868K 0.2% +170 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034 shares; 2024Q4: 1,096 shares; 2025Q1: 1,122 shares; 2025Q2: 1,095 shares; 2025Q3: 1,102 shares; 2025Q4: 1,165 shares; 2026Q1: 1,130 shares; 2026Q2: 1,135 shares 1,135 $853K 0.2% +5 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,091 shares 16,091 $850K 0.2% new 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: 1,962 shares; 2024Q4: 1,990 shares; 2025Q1: 1,884 shares; 2025Q2: 1,890 shares; 2025Q3: 2,046 shares; 2025Q4: 2,102 shares; 2026Q1: 2,069 shares; 2026Q2: 2,072 shares 2,072 $821K 0.19% +3 Timeline DDTZ 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: not reported; 2026Q2: 41,258 shares 41,258 $803K 0.19% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,898 shares 35,898 $792K 0.19% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 1,730 shares; 2026Q1: 1,700 shares; 2026Q2: 3,746 shares 3,746 $772K 0.18% +2,046 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,584 shares; 2024Q4: 13,551 shares; 2025Q1: 13,513 shares; 2025Q2: 13,621 shares; 2025Q3: 13,621 shares; 2025Q4: 13,621 shares; 2026Q1: 13,621 shares; 2026Q2: 13,621 shares 13,621 $755K 0.18% 0 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,178 shares; 2024Q4: 12,178 shares; 2025Q1: 12,178 shares; 2025Q2: 12,178 shares; 2025Q3: 12,178 shares; 2025Q4: 12,178 shares; 2026Q1: 12,178 shares; 2026Q2: 12,178 shares 12,178 $734K 0.17% 0 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,266 shares; 2024Q4: 16,292 shares; 2025Q1: 15,318 shares; 2025Q2: 15,375 shares; 2025Q3: 14,512 shares; 2025Q4: 14,337 shares; 2026Q1: 13,599 shares; 2026Q2: 13,392 shares 13,392 $675K 0.16% -207 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: 15,265 shares; 2024Q4: 15,572 shares; 2025Q1: 14,436 shares; 2025Q2: 15,179 shares; 2025Q3: 13,459 shares; 2025Q4: 11,717 shares; 2026Q1: 11,031 shares; 2026Q2: 11,772 shares 11,772 $661K 0.16% +741 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,177 shares; 2026Q2: 7,532 shares 7,532 $661K 0.16% -645 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,770 shares; 2024Q4: 35,003 shares; 2025Q1: 31,693 shares; 2025Q2: 31,643 shares; 2025Q3: 29,401 shares; 2025Q4: 28,876 shares; 2026Q1: 27,995 shares; 2026Q2: 25,604 shares 25,604 $622K 0.15% -2,391 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,336 shares; 2025Q3: 14,440 shares; 2025Q4: 14,710 shares; 2026Q1: 14,795 shares; 2026Q2: 16,754 shares 16,754 $579K 0.14% +1,959 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,103 shares 6,103 $571K 0.13% new 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: 7,211 shares; 2024Q4: 5,942 shares; 2025Q1: 4,213 shares; 2025Q2: 4,908 shares; 2025Q3: 4,563 shares; 2025Q4: 4,414 shares; 2026Q1: 4,370 shares; 2026Q2: 5,340 shares 5,340 $571K 0.13% +970 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,709 shares; 2025Q1: 17,811 shares; 2025Q2: 18,354 shares; 2025Q3: 18,916 shares; 2025Q4: 22,947 shares; 2026Q1: 25,984 shares; 2026Q2: 21,468 shares 21,468 $559K 0.13% -4,516 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,825 shares 6,825 $538K 0.13% new Timeline JMUB 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: 11,283 shares; 2024Q4: 11,263 shares; 2025Q1: 11,029 shares; 2025Q2: 10,291 shares; 2025Q3: 10,834 shares; 2025Q4: 10,901 shares; 2026Q1: 10,506 shares; 2026Q2: 10,650 shares 10,650 $536K 0.13% +144 Timeline ARTY 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: 7,090 shares 7,090 $496K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,474 shares; 2025Q2: 1,716 shares; 2025Q3: 2,196 shares; 2025Q4: 1,863 shares; 2026Q1: 1,870 shares; 2026Q2: 1,766 shares 1,766 $494K 0.12% -104 Timeline EPS 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: 4,476 shares; 2025Q3: 6,777 shares; 2025Q4: 6,845 shares; 2026Q1: 6,869 shares; 2026Q2: 6,235 shares 6,235 $491K 0.12% -634 Timeline SMMU 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: 5,907 shares; 2026Q1: 10,327 shares; 2026Q2: 9,364 shares 9,364 $471K 0.11% -963 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,083 shares; 2026Q2: 4,088 shares 4,088 $465K 0.11% +5 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,348 shares; 2025Q3: 3,901 shares; 2025Q4: 3,883 shares; 2026Q1: 3,928 shares; 2026Q2: 6,003 shares 6,003 $463K 0.11% +2,075 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,537 shares; 2026Q1: 4,544 shares; 2026Q2: 4,276 shares 4,276 $461K 0.11% -268 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: 4,684 shares; 2024Q4: 4,829 shares; 2025Q1: 4,256 shares; 2025Q2: 4,573 shares; 2025Q3: 4,575 shares; 2025Q4: 4,199 shares; 2026Q1: 3,923 shares; 2026Q2: 4,105 shares 4,105 $458K 0.11% +182 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,770 shares; 2024Q4: 1,754 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,315 shares 3,315 $456K 0.11% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,741 shares; 2025Q4: 10,212 shares; 2026Q1: 10,330 shares; 2026Q2: 18,849 shares 18,849 $453K 0.11% +8,519 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,113 shares; 2024Q4: 8,113 shares; 2025Q1: 8,113 shares; 2025Q2: 8,111 shares; 2025Q3: 8,111 shares; 2025Q4: 8,188 shares; 2026Q1: 8,188 shares; 2026Q2: 8,188 shares 8,188 $448K 0.11% 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: 5,642 shares; 2024Q4: 4,242 shares; 2025Q1: 4,095 shares; 2025Q2: 4,094 shares; 2025Q3: 2,141 shares; 2025Q4: 1,227 shares; 2026Q1: 836 shares; 2026Q2: 836 shares 836 $431K 0.1% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,823 shares; 2026Q2: 6,561 shares 6,561 $422K 0.1% +1,738 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,052 shares; 2025Q3: 9,261 shares; 2025Q4: 12,390 shares; 2026Q1: 12,392 shares; 2026Q2: 11,894 shares 11,894 $413K 0.1% -498 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: 5,660 shares; 2024Q4: 5,780 shares; 2025Q1: 7,651 shares; 2025Q2: 5,683 shares; 2025Q3: 5,013 shares; 2025Q4: 4,574 shares; 2026Q1: 4,711 shares; 2026Q2: 4,750 shares 4,750 $396K 0.09% +39 Timeline MCHI 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: 4,543 shares; 2025Q3: 4,952 shares; 2025Q4: 3,841 shares; 2026Q1: 3,862 shares; 2026Q2: 7,342 shares 7,342 $391K 0.09% +3,480 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,205 shares; 2025Q2: 3,825 shares; 2025Q3: 4,426 shares; 2025Q4: 4,581 shares; 2026Q1: 4,613 shares; 2026Q2: 4,931 shares 4,931 $377K 0.09% +318 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,703 shares; 2025Q3: 4,179 shares; 2025Q4: 4,251 shares; 2026Q1: 4,266 shares; 2026Q2: 3,884 shares 3,884 $374K 0.09% -382 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: 2,145 shares; 2024Q4: 2,193 shares; 2025Q1: 1,811 shares; 2025Q2: 2,084 shares; 2025Q3: 1,930 shares; 2025Q4: 3,177 shares; 2026Q1: 2,771 shares; 2026Q2: 3,076 shares 3,076 $357K 0.08% +305 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: 3,159 shares; 2024Q4: 3,283 shares; 2025Q1: 3,012 shares; 2025Q2: 3,376 shares; 2025Q3: 2,611 shares; 2025Q4: 2,405 shares; 2026Q1: 2,151 shares; 2026Q2: 2,112 shares 2,112 $334K 0.08% -39 Timeline FLGB 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: 9,986 shares; 2024Q4: 10,039 shares; 2025Q1: 7,356 shares; 2025Q2: 9,954 shares; 2025Q3: 11,106 shares; 2025Q4: 11,462 shares; 2026Q1: 11,566 shares; 2026Q2: 8,977 shares 8,977 $320K 0.08% -2,589 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: 20,651 shares; 2024Q4: 29,602 shares; 2025Q1: 6,819 shares; 2025Q2: 12,828 shares; 2025Q3: 6,504 shares; 2025Q4: 5,991 shares; 2026Q1: 6,014 shares; 2026Q2: 2,180 shares 2,180 $317K 0.07% -3,834 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,299 shares; 2024Q4: 2,279 shares; 2025Q1: 1,954 shares; 2025Q2: 2,433 shares; 2025Q3: 2,105 shares; 2025Q4: 1,570 shares; 2026Q1: 1,587 shares; 2026Q2: 1,566 shares 1,566 $299K 0.07% -21 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: 3,176 shares; 2024Q4: 3,056 shares; 2025Q1: 3,588 shares; 2025Q2: 2,929 shares; 2025Q3: 2,822 shares; 2025Q4: 3,637 shares; 2026Q1: 3,550 shares; 2026Q2: 3,553 shares 3,553 $290K 0.07% +3 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,862 shares; 2024Q4: 16,905 shares; 2025Q1: 16,970 shares; 2025Q2: 15,850 shares; 2025Q3: 14,627 shares; 2025Q4: 14,701 shares; 2026Q1: 13,065 shares; 2026Q2: 12,491 shares 12,491 $286K 0.07% -574 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: 1,247 shares; 2024Q4: 1,255 shares; 2025Q1: 1,424 shares; 2025Q2: 1,272 shares; 2025Q3: 1,297 shares; 2025Q4: 1,287 shares; 2026Q1: 1,296 shares; 2026Q2: 1,303 shares 1,303 $283K 0.07% +7 Timeline CATH 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: 3,225 shares; 2026Q1: 3,225 shares; 2026Q2: 3,157 shares 3,157 $283K 0.07% -68 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,391 shares; 2025Q3: not reported; 2025Q4: 2,690 shares; 2026Q1: 2,690 shares; 2026Q2: 2,897 shares 2,897 $281K 0.07% +207 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,428 shares; 2024Q4: 1,432 shares; 2025Q1: not reported; 2025Q2: 1,440 shares; 2025Q3: 1,444 shares; 2025Q4: 1,447 shares; 2026Q1: 1,453 shares; 2026Q2: 1,453 shares 1,453 $281K 0.07% 0 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,426 shares; 2026Q2: 5,484 shares 5,484 $278K 0.07% +1,058 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: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 1,697 shares; 2025Q2: 1,697 shares; 2025Q3: 1,697 shares; 2025Q4: 1,697 shares; 2026Q1: 1,675 shares; 2026Q2: 1,675 shares 1,675 $268K 0.06% 0 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: 2,657 shares; 2024Q4: 2,586 shares; 2025Q1: 2,093 shares; 2025Q2: 2,310 shares; 2025Q3: 2,281 shares; 2025Q4: 1,508 shares; 2026Q1: 1,481 shares; 2026Q2: 1,447 shares 1,447 $261K 0.06% -34 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,061 shares; 2025Q2: 1,209 shares; 2025Q3: 1,232 shares; 2025Q4: 1,168 shares; 2026Q1: 1,163 shares; 2026Q2: 853 shares 853 $260K 0.06% -310 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 670 shares; 2026Q1: not reported; 2026Q2: 710 shares 710 $255K 0.06% new Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,495 shares 8,495 $235K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,613 shares; 2026Q1: 1,613 shares; 2026Q2: 8,065 shares 8,065 $223K 0.05% +6,452 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,854 shares; 2026Q2: 2,123 shares 2,123 $214K 0.05% -731 Timeline AGGY 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: not reported; 2025Q3: 6,010 shares; 2025Q4: 6,526 shares; 2026Q1: 6,536 shares; 2026Q2: 4,726 shares 4,726 $204K 0.05% -1,810 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,691 shares; 2025Q3: 2,746 shares; 2025Q4: 1,891 shares; 2026Q1: 1,891 shares; 2026Q2: 1,399 shares 1,399 $203K 0.05% -492 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,954 shares; 2024Q4: 4,840 shares; 2025Q1: 4,215 shares; 2025Q2: not reported; 2025Q3: 4,004 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,019 shares 4,019 $202K 0.05% new Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,374 shares; 2024Q4: 19,374 shares; 2025Q1: 19,374 shares; 2025Q2: 19,374 shares; 2025Q3: 19,374 shares; 2025Q4: 19,374 shares; 2026Q1: 19,374 shares; 2026Q2: 19,374 shares 19,374 $124K 0.03% 0 Timeline