BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,674 shares; 2024Q4: 159,677 shares; 2025Q1: 295,440 shares; 2025Q2: 319,774 shares; 2025Q3: 337,120 shares; 2025Q4: 357,570 shares; 2026Q1: 396,641 shares; 2026Q2: 414,000 shares 414,000 $55.8M 3.41% +17,359 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: 418,306 shares; 2024Q4: 1,642,174 shares; 2025Q1: 1,636,452 shares; 2025Q2: 1,636,557 shares; 2025Q3: 1,585,803 shares; 2025Q4: 1,556,145 shares; 2026Q1: 1,465,074 shares; 2026Q2: 1,491,128 shares 1,491,128 $50.5M 3.09% +26,054 Timeline JCPB 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: 636,153 shares; 2024Q4: 783,411 shares; 2025Q1: 833,877 shares; 2025Q2: 861,685 shares; 2025Q3: 745,141 shares; 2025Q4: 763,526 shares; 2026Q1: 796,523 shares; 2026Q2: 838,089 shares 838,089 $39.3M 2.41% +41,566 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,013 shares; 2024Q4: 302,414 shares; 2025Q1: 310,956 shares; 2025Q2: 282,988 shares; 2025Q3: 303,933 shares; 2025Q4: 307,164 shares; 2026Q1: 378,148 shares; 2026Q2: 384,272 shares 384,272 $39.3M 2.4% +6,124 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: 124,473 shares; 2024Q4: 121,441 shares; 2025Q1: 123,671 shares; 2025Q2: 122,016 shares; 2025Q3: 121,208 shares; 2025Q4: 121,932 shares; 2026Q1: 124,738 shares; 2026Q2: 124,953 shares 124,953 $36.2M 2.21% +215 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: 1,180,566 shares; 2024Q4: 1,228,906 shares; 2025Q1: 1,242,010 shares; 2025Q2: 1,254,553 shares; 2025Q3: 1,248,745 shares; 2025Q4: 1,280,050 shares; 2026Q1: 1,078,068 shares; 2026Q2: 935,346 shares 935,346 $34.2M 2.09% -142,722 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: 306,635 shares; 2024Q4: 923,003 shares; 2025Q1: 934,553 shares; 2025Q2: 943,657 shares; 2025Q3: 942,448 shares; 2025Q4: 934,474 shares; 2026Q1: 944,929 shares; 2026Q2: 952,665 shares 952,665 $33.2M 2.03% +7,736 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: 133,334 shares; 2024Q4: 151,301 shares; 2025Q1: 157,507 shares; 2025Q2: 156,710 shares; 2025Q3: 158,386 shares; 2025Q4: 154,311 shares; 2026Q1: 155,360 shares; 2026Q2: 157,359 shares 157,359 $31.5M 1.93% +1,999 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: 254,380 shares; 2024Q4: 419,350 shares; 2025Q1: 439,895 shares; 2025Q2: 451,595 shares; 2025Q3: 621,243 shares; 2025Q4: 680,326 shares; 2026Q1: 964,585 shares; 2026Q2: 1,020,294 shares 1,020,294 $28.3M 1.73% +55,709 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: 251,941 shares; 2024Q4: 758,852 shares; 2025Q1: 779,311 shares; 2025Q2: 809,803 shares; 2025Q3: 787,647 shares; 2025Q4: 778,729 shares; 2026Q1: 827,290 shares; 2026Q2: 858,029 shares 858,029 $27.2M 1.66% +30,739 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: 31,939 shares; 2024Q4: 33,165 shares; 2025Q1: 33,783 shares; 2025Q2: 34,717 shares; 2025Q3: 34,772 shares; 2025Q4: 34,679 shares; 2026Q1: 34,600 shares; 2026Q2: 34,830 shares 34,830 $25.6M 1.57% +230 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: 736,776 shares; 2024Q4: 505,404 shares; 2025Q1: 528,150 shares; 2025Q2: 510,193 shares; 2025Q3: 496,127 shares; 2025Q4: 486,927 shares; 2026Q1: 492,801 shares; 2026Q2: 476,515 shares 476,515 $25.1M 1.54% -16,286 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: 122,417 shares; 2024Q4: 135,861 shares; 2025Q1: 142,962 shares; 2025Q2: 139,764 shares; 2025Q3: 280,418 shares; 2025Q4: 321,561 shares; 2026Q1: 348,235 shares; 2026Q2: 359,593 shares 359,593 $24.5M 1.5% +11,358 Timeline JIRE 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: 9,519 shares; 2024Q4: 197,879 shares; 2025Q1: 209,906 shares; 2025Q2: 214,776 shares; 2025Q3: 234,736 shares; 2025Q4: 255,404 shares; 2026Q1: 277,006 shares; 2026Q2: 290,502 shares 290,502 $24M 1.47% +13,496 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: 376,064 shares; 2024Q4: 802,581 shares; 2025Q1: 845,574 shares; 2025Q2: 861,612 shares; 2025Q3: 903,971 shares; 2025Q4: 951,629 shares; 2026Q1: 909,935 shares; 2026Q2: 956,897 shares 956,897 $23.6M 1.44% +46,962 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: 106,441 shares; 2024Q4: 100,323 shares; 2025Q1: 106,362 shares; 2025Q2: 108,305 shares; 2025Q3: 96,523 shares; 2025Q4: 95,786 shares; 2026Q1: 96,745 shares; 2026Q2: 98,217 shares 98,217 $23.2M 1.42% +1,472 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: 48,728 shares; 2024Q4: 47,915 shares; 2025Q1: 47,261 shares; 2025Q2: 47,058 shares; 2025Q3: 46,979 shares; 2025Q4: 46,660 shares; 2026Q1: 46,450 shares; 2026Q2: 184,576 shares 184,576 $22.9M 1.4% +138,126 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,889 shares; 2024Q4: 801,083 shares; 2025Q1: 805,334 shares; 2025Q2: 814,190 shares; 2025Q3: 809,927 shares; 2025Q4: 797,963 shares; 2026Q1: 777,734 shares; 2026Q2: 787,134 shares 787,134 $22.8M 1.39% +9,400 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,766 shares; 2025Q2: 24,526 shares; 2025Q3: 199,877 shares; 2025Q4: 211,243 shares; 2026Q1: 406,376 shares; 2026Q2: 450,990 shares 450,990 $20.7M 1.27% +44,614 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: 155,877 shares; 2024Q4: 99,283 shares; 2025Q1: 98,599 shares; 2025Q2: 96,755 shares; 2025Q3: 93,245 shares; 2025Q4: 90,673 shares; 2026Q1: 97,247 shares; 2026Q2: 96,916 shares 96,916 $20.6M 1.26% -331 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,369 shares; 2024Q4: 155,433 shares; 2025Q1: 167,330 shares; 2025Q2: 173,036 shares; 2025Q3: 179,856 shares; 2025Q4: 184,843 shares; 2026Q1: 195,610 shares; 2026Q2: 202,549 shares 202,549 $20M 1.22% +6,939 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,263 shares; 2024Q4: 547,730 shares; 2025Q1: 561,241 shares; 2025Q2: 564,097 shares; 2025Q3: 565,223 shares; 2025Q4: 574,083 shares; 2026Q1: 615,116 shares; 2026Q2: 635,786 shares 635,786 $19.8M 1.21% +20,670 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: 231,547 shares; 2024Q4: 225,870 shares; 2025Q1: 204,649 shares; 2025Q2: 122,516 shares; 2025Q3: 113,555 shares; 2025Q4: 115,395 shares; 2026Q1: 143,949 shares; 2026Q2: 221,608 shares 221,608 $19.5M 1.19% +77,659 Timeline LOUP 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: 191,245 shares; 2024Q4: 193,907 shares; 2025Q1: 198,851 shares; 2025Q2: 198,886 shares; 2025Q3: 195,886 shares; 2025Q4: 183,431 shares; 2026Q1: 189,302 shares; 2026Q2: 189,004 shares 189,004 $18.6M 1.14% -298 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: 67,537 shares; 2024Q4: 67,810 shares; 2025Q1: 68,237 shares; 2025Q2: 70,111 shares; 2025Q3: 69,035 shares; 2025Q4: 67,795 shares; 2026Q1: 69,591 shares; 2026Q2: 70,187 shares 70,187 $17.1M 1.04% +596 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,828 shares; 2024Q4: 332,828 shares; 2025Q1: 428,642 shares; 2025Q2: 442,237 shares; 2025Q3: 449,945 shares; 2025Q4: 459,169 shares; 2026Q1: 483,136 shares; 2026Q2: 520,567 shares 520,567 $16.9M 1.03% +37,431 Timeline JTEK 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: 56,854 shares; 2024Q4: 106,022 shares; 2025Q1: 123,529 shares; 2025Q2: 127,414 shares; 2025Q3: 132,051 shares; 2025Q4: 139,971 shares; 2026Q1: 146,533 shares; 2026Q2: 149,519 shares 149,519 $16.7M 1.02% +2,986 Timeline JPIE 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: 81,949 shares; 2024Q4: 87,060 shares; 2025Q1: 165,813 shares; 2025Q2: 245,906 shares; 2025Q3: 264,591 shares; 2025Q4: 295,311 shares; 2026Q1: 326,486 shares; 2026Q2: 355,491 shares 355,491 $16.4M 1% +29,005 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: 35,186 shares; 2024Q4: 35,124 shares; 2025Q1: 35,415 shares; 2025Q2: 35,293 shares; 2025Q3: 36,760 shares; 2025Q4: 41,207 shares; 2026Q1: 41,767 shares; 2026Q2: 42,251 shares 42,251 $15.8M 0.96% +484 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: 295,388 shares; 2024Q4: 321,819 shares; 2025Q1: 308,358 shares; 2025Q2: 297,241 shares; 2025Q3: 304,484 shares; 2025Q4: 269,489 shares; 2026Q1: 266,791 shares; 2026Q2: 278,316 shares 278,316 $15.7M 0.96% +11,525 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,347 shares; 2025Q1: 2,374 shares; 2025Q2: 4,787 shares; 2025Q3: 33,742 shares; 2025Q4: 40,437 shares; 2026Q1: 48,721 shares; 2026Q2: 51,382 shares 51,382 $15.6M 0.95% +2,661 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: 55,570 shares; 2024Q4: 57,758 shares; 2025Q1: 60,257 shares; 2025Q2: 60,588 shares; 2025Q3: 60,444 shares; 2025Q4: 60,821 shares; 2026Q1: 60,854 shares; 2026Q2: 63,243 shares 63,243 $15.1M 0.92% +2,389 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: 217,682 shares; 2024Q4: 435,482 shares; 2025Q1: 433,479 shares; 2025Q2: 416,828 shares; 2025Q3: 403,051 shares; 2025Q4: 397,930 shares; 2026Q1: 404,904 shares; 2026Q2: 405,312 shares 405,312 $14.6M 0.9% +408 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,755 shares; 2024Q4: 534,861 shares; 2025Q1: 548,436 shares; 2025Q2: 567,614 shares; 2025Q3: 481,460 shares; 2025Q4: 467,114 shares; 2026Q1: 272,546 shares; 2026Q2: 261,372 shares 261,372 $14.3M 0.87% -11,174 Timeline SFLO 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: 55,979 shares; 2024Q4: 123,008 shares; 2025Q1: 308,348 shares; 2025Q2: 488,931 shares; 2025Q3: 389,867 shares; 2025Q4: 413,720 shares; 2026Q1: 412,055 shares; 2026Q2: 400,259 shares 400,259 $13.7M 0.84% -11,796 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: 55,847 shares; 2024Q4: 55,850 shares; 2025Q1: 57,817 shares; 2025Q2: 58,062 shares; 2025Q3: 57,406 shares; 2025Q4: 57,584 shares; 2026Q1: 60,161 shares; 2026Q2: 62,184 shares 62,184 $11.8M 0.72% +2,023 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: 47,148 shares; 2024Q4: 47,150 shares; 2025Q1: 47,154 shares; 2025Q2: 47,156 shares; 2025Q3: 47,144 shares; 2025Q4: 47,793 shares; 2026Q1: 47,810 shares; 2026Q2: 47,811 shares 47,811 $11.6M 0.71% +1 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: 24,271 shares; 2024Q4: 23,630 shares; 2025Q1: 23,914 shares; 2025Q2: 24,471 shares; 2025Q3: 23,819 shares; 2025Q4: 23,352 shares; 2026Q1: 22,587 shares; 2026Q2: 21,177 shares 21,177 $10.6M 0.65% -1,410 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,812 shares; 2025Q2: 98,232 shares; 2025Q3: 113,990 shares; 2025Q4: 118,511 shares; 2026Q1: 127,984 shares; 2026Q2: 134,663 shares 134,663 $10.5M 0.64% +6,679 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: 29,831 shares; 2024Q4: 23,603 shares; 2025Q1: 118,550 shares; 2025Q2: 174,264 shares; 2025Q3: 183,880 shares; 2025Q4: 192,874 shares; 2026Q1: 197,454 shares; 2026Q2: 206,798 shares 206,798 $10.5M 0.64% +9,344 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,547 shares; 2024Q4: 285,354 shares; 2025Q1: 282,955 shares; 2025Q2: 280,583 shares; 2025Q3: 280,391 shares; 2025Q4: 275,737 shares; 2026Q1: 274,271 shares; 2026Q2: 270,688 shares 270,688 $9.51M 0.58% -3,583 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 45,225 shares; 2025Q4: 62,504 shares; 2026Q1: 101,578 shares; 2026Q2: 123,662 shares 123,662 $9.36M 0.57% +22,084 Timeline SLYG 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: 80,400 shares; 2024Q4: 85,104 shares; 2025Q1: 84,173 shares; 2025Q2: 81,009 shares; 2025Q3: 76,838 shares; 2025Q4: 76,215 shares; 2026Q1: 76,557 shares; 2026Q2: 76,893 shares 76,893 $9.16M 0.56% +336 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: 22,614 shares; 2024Q4: 22,567 shares; 2025Q1: 23,584 shares; 2025Q2: 24,191 shares; 2025Q3: 23,945 shares; 2025Q4: 24,407 shares; 2026Q1: 24,911 shares; 2026Q2: 25,519 shares 25,519 $9.12M 0.56% +608 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: 97,874 shares; 2024Q4: 100,541 shares; 2025Q1: 104,910 shares; 2025Q2: 112,199 shares; 2025Q3: 117,724 shares; 2025Q4: 122,834 shares; 2026Q1: 124,121 shares; 2026Q2: 125,905 shares 125,905 $8.97M 0.55% +1,784 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: 5,529 shares; 2024Q4: 6,037 shares; 2025Q1: 6,840 shares; 2025Q2: 7,871 shares; 2025Q3: 8,277 shares; 2025Q4: 10,211 shares; 2026Q1: 10,485 shares; 2026Q2: 12,608 shares 12,608 $8.66M 0.53% +2,123 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: 21,715 shares; 2024Q4: 21,484 shares; 2025Q1: 21,431 shares; 2025Q2: 21,554 shares; 2025Q3: 22,182 shares; 2025Q4: 21,862 shares; 2026Q1: 22,266 shares; 2026Q2: 22,584 shares 22,584 $8.53M 0.52% +318 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: 81,992 shares; 2024Q4: 78,802 shares; 2025Q1: 80,413 shares; 2025Q2: 67,490 shares; 2025Q3: 61,091 shares; 2025Q4: 61,239 shares; 2026Q1: 60,442 shares; 2026Q2: 61,436 shares 61,436 $8.45M 0.52% +994 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: 1,452 shares; 2024Q4: 1,457 shares; 2025Q1: 1,478 shares; 2025Q2: 1,464 shares; 2025Q3: 23,369 shares; 2025Q4: 24,013 shares; 2026Q1: 24,460 shares; 2026Q2: 24,396 shares 24,396 $8.36M 0.51% -64 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,726 shares; 2024Q4: 130,657 shares; 2025Q1: 137,380 shares; 2025Q2: 136,647 shares; 2025Q3: 136,496 shares; 2025Q4: 135,498 shares; 2026Q1: 138,328 shares; 2026Q2: 139,827 shares 139,827 $8.31M 0.51% +1,499 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,387 shares; 2024Q4: 132,387 shares; 2025Q1: 132,392 shares; 2025Q2: 133,113 shares; 2025Q3: 133,113 shares; 2025Q4: 133,123 shares; 2026Q1: 133,113 shares; 2026Q2: 133,041 shares 133,041 $8.3M 0.51% -72 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: 36,504 shares; 2024Q4: 34,504 shares; 2025Q1: 34,557 shares; 2025Q2: 34,793 shares; 2025Q3: 35,447 shares; 2025Q4: 35,606 shares; 2026Q1: 169,022 shares; 2026Q2: 175,366 shares 175,366 $8.28M 0.51% +6,344 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,476 shares; 2024Q4: 28,860 shares; 2025Q1: 29,312 shares; 2025Q2: 29,076 shares; 2025Q3: 29,066 shares; 2025Q4: 28,872 shares; 2026Q1: 29,478 shares; 2026Q2: 29,500 shares 29,500 $8.07M 0.49% +22 Timeline PDP 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: 64,263 shares; 2024Q4: 63,878 shares; 2025Q1: 65,603 shares; 2025Q2: 62,518 shares; 2025Q3: 60,489 shares; 2025Q4: 51,480 shares; 2026Q1: 50,219 shares; 2026Q2: 51,631 shares 51,631 $7.83M 0.48% +1,412 Timeline SAA PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,000 shares; 2024Q4: 245,000 shares; 2025Q1: 245,000 shares; 2025Q2: 245,000 shares; 2025Q3: 245,000 shares; 2025Q4: 205,000 shares; 2026Q1: 205,000 shares; 2026Q2: 205,000 shares 205,000 $7.77M 0.48% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,332 shares; 2024Q4: 69,611 shares; 2025Q1: 69,392 shares; 2025Q2: 69,213 shares; 2025Q3: 68,152 shares; 2025Q4: 68,272 shares; 2026Q1: 68,449 shares; 2026Q2: 137,951 shares 137,951 $7.75M 0.47% +69,502 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: 18,401 shares; 2024Q4: 18,894 shares; 2025Q1: 26,115 shares; 2025Q2: 26,507 shares; 2025Q3: 25,230 shares; 2025Q4: 37,344 shares; 2026Q1: 37,736 shares; 2026Q2: 33,751 shares 33,751 $7.66M 0.47% -3,985 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: 179,422 shares; 2024Q4: 153,435 shares; 2025Q1: 155,954 shares; 2025Q2: 123,929 shares; 2025Q3: 88,435 shares; 2025Q4: 89,139 shares; 2026Q1: 91,364 shares; 2026Q2: 163,704 shares 163,704 $7.55M 0.46% +72,340 Timeline PAPR 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: 242,598 shares; 2024Q4: 227,695 shares; 2025Q1: 220,455 shares; 2025Q2: 217,110 shares; 2025Q3: 208,554 shares; 2025Q4: 202,031 shares; 2026Q1: 182,132 shares; 2026Q2: 176,095 shares 176,095 $7.43M 0.45% -6,037 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,670 shares; 2024Q4: 355,341 shares; 2025Q1: 357,516 shares; 2025Q2: 355,766 shares; 2025Q3: 352,391 shares; 2025Q4: 350,391 shares; 2026Q1: 351,865 shares; 2026Q2: 349,549 shares 349,549 $7.35M 0.45% -2,316 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: 16,396 shares; 2024Q4: 16,210 shares; 2025Q1: 16,234 shares; 2025Q2: 17,502 shares; 2025Q3: 19,266 shares; 2025Q4: 17,993 shares; 2026Q1: 17,336 shares; 2026Q2: 16,983 shares 16,983 $7.06M 0.43% -353 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: 17,684 shares; 2025Q1: 17,895 shares; 2025Q2: 17,751 shares; 2025Q3: 17,282 shares; 2025Q4: 16,900 shares; 2026Q1: 15,998 shares; 2026Q2: 15,791 shares 15,791 $6.84M 0.42% -207 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: 4,614 shares; 2024Q4: 5,593 shares; 2025Q1: 6,246 shares; 2025Q2: 6,074 shares; 2025Q3: 6,038 shares; 2025Q4: 6,752 shares; 2026Q1: 7,867 shares; 2026Q2: 8,743 shares 8,743 $6.53M 0.4% +876 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: 7,490 shares; 2024Q4: 8,818 shares; 2025Q1: 11,793 shares; 2025Q2: 13,034 shares; 2025Q3: 13,936 shares; 2025Q4: 14,335 shares; 2026Q1: 15,275 shares; 2026Q2: 15,379 shares 15,379 $6.47M 0.4% +104 Timeline SFLR 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: 165,630 shares 165,630 $6.39M 0.39% 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: 44,846 shares; 2024Q4: 44,286 shares; 2025Q1: 45,443 shares; 2025Q2: 45,375 shares; 2025Q3: 40,148 shares; 2025Q4: 40,331 shares; 2026Q1: 40,302 shares; 2026Q2: 39,370 shares 39,370 $6.37M 0.39% -932 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: 2,057 shares; 2024Q4: 2,482 shares; 2025Q1: 3,457 shares; 2025Q2: 3,738 shares; 2025Q3: 4,129 shares; 2025Q4: 4,236 shares; 2026Q1: 4,592 shares; 2026Q2: 52,732 shares 52,732 $6.3M 0.39% +48,140 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: 13,533 shares; 2024Q4: 13,490 shares; 2025Q1: 13,399 shares; 2025Q2: 13,476 shares; 2025Q3: 15,175 shares; 2025Q4: 15,645 shares; 2026Q1: 17,070 shares; 2026Q2: 17,786 shares 17,786 $6.28M 0.38% +716 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: 42,832 shares; 2024Q4: 53,534 shares; 2025Q1: 50,485 shares; 2025Q2: 51,251 shares; 2025Q3: 50,681 shares; 2025Q4: 51,245 shares; 2026Q1: 51,143 shares; 2026Q2: 51,260 shares 51,260 $5.98M 0.37% +117 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: 23,430 shares; 2024Q4: 22,892 shares; 2025Q1: 23,026 shares; 2025Q2: 22,640 shares; 2025Q3: 23,145 shares; 2025Q4: 23,174 shares; 2026Q1: 23,282 shares; 2026Q2: 23,062 shares 23,062 $5.8M 0.35% -220 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: 111,054 shares; 2024Q4: 97,786 shares; 2025Q1: 97,544 shares; 2025Q2: 99,949 shares; 2025Q3: 96,192 shares; 2025Q4: 94,306 shares; 2026Q1: 93,595 shares; 2026Q2: 93,567 shares 93,567 $5.54M 0.34% -28 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: 131,010 shares; 2026Q2: 149,875 shares 149,875 $5.49M 0.34% +18,865 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,579 shares; 2024Q4: 114,600 shares; 2025Q1: 75,141 shares; 2025Q2: 71,208 shares; 2025Q3: 60,547 shares; 2025Q4: 43,060 shares; 2026Q1: 39,559 shares; 2026Q2: 24,569 shares 24,569 $5.39M 0.33% -14,990 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: 145,050 shares; 2024Q4: 140,827 shares; 2025Q1: 139,496 shares; 2025Q2: 137,984 shares; 2025Q3: 137,863 shares; 2025Q4: 134,097 shares; 2026Q1: 133,484 shares; 2026Q2: 133,185 shares 133,185 $5.3M 0.32% -299 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,922 shares; 2026Q2: 69,343 shares 69,343 $5.28M 0.32% +11,421 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: 12,703 shares; 2024Q4: 13,027 shares; 2025Q1: 13,499 shares; 2025Q2: 15,619 shares; 2025Q3: 16,530 shares; 2025Q4: 16,831 shares; 2026Q1: 16,880 shares; 2026Q2: 15,691 shares 15,691 $5.14M 0.31% -1,189 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,811 shares; 2025Q2: 81,184 shares; 2025Q3: 98,199 shares; 2025Q4: 147,942 shares; 2026Q1: 150,057 shares; 2026Q2: 149,707 shares 149,707 $5.13M 0.31% -350 Timeline BUFG 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: 24,883 shares; 2024Q4: 42,966 shares; 2025Q1: 53,040 shares; 2025Q2: 65,490 shares; 2025Q3: 76,402 shares; 2025Q4: 85,155 shares; 2026Q1: 134,794 shares; 2026Q2: 169,744 shares 169,744 $4.98M 0.3% +34,950 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: 94,621 shares; 2024Q4: 219,751 shares; 2025Q1: 224,349 shares; 2025Q2: 218,331 shares; 2025Q3: 215,027 shares; 2025Q4: 210,759 shares; 2026Q1: 203,088 shares; 2026Q2: 208,247 shares 208,247 $4.82M 0.29% +5,159 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: 11,226 shares; 2024Q4: 11,216 shares; 2025Q1: 11,135 shares; 2025Q2: 9,576 shares; 2025Q3: 10,174 shares; 2025Q4: 9,895 shares; 2026Q1: 9,648 shares; 2026Q2: 53,950 shares 53,950 $4.65M 0.28% +44,302 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,046 shares; 2024Q4: 11,894 shares; 2025Q1: 11,688 shares; 2025Q2: 11,689 shares; 2025Q3: 11,678 shares; 2025Q4: 11,677 shares; 2026Q1: 11,728 shares; 2026Q2: 11,654 shares 11,654 $4.59M 0.28% -74 Timeline EAPR 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: 148,362 shares; 2024Q4: 146,776 shares; 2025Q1: 146,505 shares; 2025Q2: 144,489 shares; 2025Q3: 143,931 shares; 2025Q4: 137,955 shares; 2026Q1: 137,329 shares; 2026Q2: 136,010 shares 136,010 $4.48M 0.27% -1,319 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: 158,934 shares; 2024Q4: 198,576 shares; 2025Q1: 216,570 shares; 2025Q2: 223,689 shares; 2025Q3: 131,578 shares; 2025Q4: 69,263 shares; 2026Q1: 64,619 shares; 2026Q2: 72,048 shares 72,048 $4.43M 0.27% +7,429 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: 53,300 shares; 2024Q4: 52,000 shares; 2025Q1: 51,949 shares; 2025Q2: 52,057 shares; 2025Q3: 50,763 shares; 2025Q4: 49,464 shares; 2026Q1: 47,643 shares; 2026Q2: 46,752 shares 46,752 $4.39M 0.27% -891 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: 38,174 shares; 2025Q3: 88,708 shares; 2025Q4: 93,028 shares; 2026Q1: 96,290 shares; 2026Q2: 82,465 shares 82,465 $4.35M 0.27% -13,825 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,098 shares; 2024Q4: 35,305 shares; 2025Q1: 35,268 shares; 2025Q2: 34,851 shares; 2025Q3: 32,330 shares; 2025Q4: 29,330 shares; 2026Q1: 28,752 shares; 2026Q2: 27,631 shares 27,631 $4.32M 0.26% -1,121 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,615 shares; 2024Q4: 24,816 shares; 2025Q1: 24,957 shares; 2025Q2: 24,710 shares; 2025Q3: 24,734 shares; 2025Q4: 24,981 shares; 2026Q1: 25,136 shares; 2026Q2: 25,348 shares 25,348 $4.14M 0.25% +212 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,150 shares; 2025Q2: 50,990 shares; 2025Q3: 69,360 shares; 2025Q4: 120,855 shares; 2026Q1: 124,585 shares; 2026Q2: 124,541 shares 124,541 $4.11M 0.25% -44 Timeline VFLO 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: 52,163 shares; 2024Q4: 67,864 shares; 2025Q1: 76,440 shares; 2025Q2: 79,626 shares; 2025Q3: 77,180 shares; 2025Q4: 82,920 shares; 2026Q1: 83,732 shares; 2026Q2: 88,355 shares 88,355 $4.04M 0.25% +4,623 Timeline MODL 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: 25,476 shares; 2024Q4: 40,638 shares; 2025Q1: 54,520 shares; 2025Q2: 64,710 shares; 2025Q3: 71,742 shares; 2025Q4: 80,136 shares; 2026Q1: 79,751 shares; 2026Q2: 78,836 shares 78,836 $4.02M 0.25% -915 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,988 shares; 2024Q4: 94,703 shares; 2025Q1: 96,900 shares; 2025Q2: 98,261 shares; 2025Q3: 81,375 shares; 2025Q4: 82,345 shares; 2026Q1: 82,341 shares; 2026Q2: 94,789 shares 94,789 $3.86M 0.24% +12,448 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,001 shares; 2024Q4: 32,056 shares; 2025Q1: 35,775 shares; 2025Q2: 38,399 shares; 2025Q3: 38,525 shares; 2025Q4: 37,850 shares; 2026Q1: 37,875 shares; 2026Q2: 39,541 shares 39,541 $3.81M 0.23% +1,666 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: 7,321 shares; 2024Q4: 6,294 shares; 2025Q1: 4,899 shares; 2025Q2: 4,683 shares; 2025Q3: 5,108 shares; 2025Q4: 5,740 shares; 2026Q1: 6,118 shares; 2026Q2: 6,478 shares 6,478 $3.76M 0.23% +360 Timeline WTAI 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: 33,493 shares; 2025Q4: 50,081 shares; 2026Q1: 71,882 shares; 2026Q2: 78,525 shares 78,525 $3.73M 0.23% +6,643 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: 34,690 shares; 2024Q4: 34,375 shares; 2025Q1: 34,135 shares; 2025Q2: 33,755 shares; 2025Q3: 33,594 shares; 2025Q4: 33,548 shares; 2026Q1: 33,317 shares; 2026Q2: 33,584 shares 33,584 $3.66M 0.22% +267 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: 51,665 shares; 2026Q1: 60,005 shares; 2026Q2: 60,690 shares 60,690 $3.6M 0.22% +685 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: 6,899 shares; 2024Q4: 34,736 shares; 2025Q1: 37,824 shares; 2025Q2: 38,957 shares; 2025Q3: 40,745 shares; 2025Q4: 43,636 shares; 2026Q1: 50,720 shares; 2026Q2: 54,861 shares 54,861 $3.6M 0.22% +4,141 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: 45,826 shares; 2024Q4: 45,562 shares; 2025Q1: 44,819 shares; 2025Q2: 41,996 shares; 2025Q3: 36,298 shares; 2025Q4: 37,392 shares; 2026Q1: 36,831 shares; 2026Q2: 36,065 shares 36,065 $3.57M 0.22% -766 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,384 shares; 2025Q1: 18,061 shares; 2025Q2: 18,155 shares; 2025Q3: 16,976 shares; 2025Q4: 24,243 shares; 2026Q1: 25,558 shares; 2026Q2: 21,924 shares 21,924 $3.54M 0.22% -3,634 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,863 shares; 2025Q3: 1,622 shares; 2025Q4: 1,739 shares; 2026Q1: 2,371 shares; 2026Q2: 3,036 shares 3,036 $3.5M 0.21% +665 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: 78,168 shares; 2024Q4: 76,181 shares; 2025Q1: 77,881 shares; 2025Q2: 77,881 shares; 2025Q3: 78,159 shares; 2025Q4: 78,193 shares; 2026Q1: 82,193 shares; 2026Q2: 82,493 shares 82,493 $3.49M 0.21% +300 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: 8,172 shares; 2024Q4: 9,175 shares; 2025Q1: 8,652 shares; 2025Q2: 9,142 shares; 2025Q3: 9,216 shares; 2025Q4: 13,738 shares; 2026Q1: 50,091 shares; 2026Q2: 51,636 shares 51,636 $3.49M 0.21% +1,545 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: 23,807 shares; 2024Q4: 23,428 shares; 2025Q1: 23,228 shares; 2025Q2: 23,170 shares; 2025Q3: 22,647 shares; 2025Q4: 22,755 shares; 2026Q1: 22,682 shares; 2026Q2: 22,594 shares 22,594 $3.35M 0.2% -88 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: 6,221 shares; 2024Q4: 6,393 shares; 2025Q1: 7,485 shares; 2025Q2: 7,578 shares; 2025Q3: 7,513 shares; 2025Q4: 7,576 shares; 2026Q1: 7,760 shares; 2026Q2: 8,842 shares 8,842 $3.27M 0.2% +1,082 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: 30,011 shares; 2024Q4: 90,417 shares; 2025Q1: 91,476 shares; 2025Q2: 91,506 shares; 2025Q3: 90,828 shares; 2025Q4: 87,763 shares; 2026Q1: 87,027 shares; 2026Q2: 87,235 shares 87,235 $3.22M 0.2% +208 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: 57,235 shares; 2024Q4: 56,968 shares; 2025Q1: 56,461 shares; 2025Q2: 55,496 shares; 2025Q3: 56,239 shares; 2025Q4: 55,139 shares; 2026Q1: 55,933 shares; 2026Q2: 52,654 shares 52,654 $3.18M 0.19% -3,279 Timeline IAPR 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: 102,998 shares; 2024Q4: 101,830 shares; 2025Q1: 101,364 shares; 2025Q2: 100,541 shares; 2025Q3: 100,199 shares; 2025Q4: 97,856 shares; 2026Q1: 96,760 shares; 2026Q2: 95,598 shares 95,598 $3.17M 0.19% -1,162 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,097 shares; 2024Q4: 134,749 shares; 2025Q1: 97,436 shares; 2025Q2: 96,822 shares; 2025Q3: 50,980 shares; 2025Q4: 37,837 shares; 2026Q1: 33,228 shares; 2026Q2: 31,864 shares 31,864 $3.07M 0.19% -1,364 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: 23,464 shares; 2024Q4: 22,946 shares; 2025Q1: 28,393 shares; 2025Q2: 29,540 shares; 2025Q3: 27,772 shares; 2025Q4: 28,464 shares; 2026Q1: 28,659 shares; 2026Q2: 26,076 shares 26,076 $3.06M 0.19% -2,583 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: 7,467 shares; 2024Q4: 7,499 shares; 2025Q1: 7,629 shares; 2025Q2: 7,637 shares; 2025Q3: 7,971 shares; 2025Q4: 7,771 shares; 2026Q1: 7,934 shares; 2026Q2: 8,351 shares 8,351 $3.05M 0.19% +417 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: 23,792 shares; 2024Q4: 23,644 shares; 2025Q1: 24,087 shares; 2025Q2: 24,439 shares; 2025Q3: 24,529 shares; 2025Q4: 24,762 shares; 2026Q1: 26,160 shares; 2026Q2: 26,591 shares 26,591 $3.01M 0.18% +431 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 145,780 shares 145,780 $2.99M 0.18% new Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,709 shares; 2024Q4: 114,709 shares; 2025Q1: 114,241 shares; 2025Q2: 113,609 shares; 2025Q3: 113,609 shares; 2025Q4: 113,164 shares; 2026Q1: 113,169 shares; 2026Q2: 113,596 shares 113,596 $2.94M 0.18% +427 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,177 shares 17,177 $2.93M 0.18% new 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: 14,789 shares; 2024Q4: 14,638 shares; 2025Q1: 14,999 shares; 2025Q2: 13,007 shares; 2025Q3: 12,932 shares; 2025Q4: 12,877 shares; 2026Q1: 13,331 shares; 2026Q2: 13,334 shares 13,334 $2.91M 0.18% +3 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,740 shares; 2025Q2: 94,644 shares; 2025Q3: 90,107 shares; 2025Q4: 89,385 shares; 2026Q1: 91,087 shares; 2026Q2: 63,484 shares 63,484 $2.89M 0.18% -27,603 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: 2,758 shares; 2024Q4: 2,760 shares; 2025Q1: 2,777 shares; 2025Q2: 2,979 shares; 2025Q3: 3,000 shares; 2025Q4: 3,075 shares; 2026Q1: 3,105 shares; 2026Q2: 3,079 shares 3,079 $2.88M 0.18% -26 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,006 shares; 2026Q2: 93,986 shares 93,986 $2.88M 0.18% +2,980 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: 4,778 shares; 2024Q4: 4,553 shares; 2025Q1: 112,820 shares; 2025Q2: 105,465 shares; 2025Q3: 100,691 shares; 2025Q4: 96,970 shares; 2026Q1: 49,920 shares; 2026Q2: 48,631 shares 48,631 $2.87M 0.18% -1,289 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: 2,655 shares; 2024Q4: 3,133 shares; 2025Q1: 3,767 shares; 2025Q2: 4,275 shares; 2025Q3: 5,460 shares; 2025Q4: 5,343 shares; 2026Q1: 5,358 shares; 2026Q2: 5,065 shares 5,065 $2.85M 0.17% -293 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: 2,478 shares; 2024Q4: 2,696 shares; 2025Q1: 2,739 shares; 2025Q2: 2,724 shares; 2025Q3: 2,543 shares; 2025Q4: 2,574 shares; 2026Q1: 2,618 shares; 2026Q2: 2,665 shares 2,665 $2.84M 0.17% +47 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: 3,553 shares; 2024Q4: 5,099 shares; 2025Q1: 5,274 shares; 2025Q2: 4,605 shares; 2025Q3: 4,627 shares; 2025Q4: 4,983 shares; 2026Q1: 5,627 shares; 2026Q2: 5,910 shares 5,910 $2.82M 0.17% +283 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,557 shares; 2024Q4: 12,552 shares; 2025Q1: 12,556 shares; 2025Q2: 12,507 shares; 2025Q3: 12,478 shares; 2025Q4: 12,478 shares; 2026Q1: 12,588 shares; 2026Q2: 12,579 shares 12,579 $2.78M 0.17% -9 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: 31,535 shares; 2024Q4: 31,899 shares; 2025Q1: 28,575 shares; 2025Q2: 27,860 shares; 2025Q3: 26,136 shares; 2025Q4: 26,105 shares; 2026Q1: 27,001 shares; 2026Q2: 29,046 shares 29,046 $2.75M 0.17% +2,045 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: 51,518 shares; 2026Q2: 54,486 shares 54,486 $2.74M 0.17% +2,968 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: 30,453 shares; 2024Q4: 30,277 shares; 2025Q1: 30,420 shares; 2025Q2: 29,611 shares; 2025Q3: 33,804 shares; 2025Q4: 33,931 shares; 2026Q1: 33,411 shares; 2026Q2: 32,999 shares 32,999 $2.73M 0.17% -412 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: 1,403 shares; 2024Q4: 1,372 shares; 2025Q1: 1,357 shares; 2025Q2: 1,390 shares; 2025Q3: 1,846 shares; 2025Q4: 1,916 shares; 2026Q1: 2,079 shares; 2026Q2: 2,248 shares 2,248 $2.7M 0.16% +169 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: 12,111 shares; 2024Q4: 11,355 shares; 2025Q1: 11,169 shares; 2025Q2: 11,512 shares; 2025Q3: 12,132 shares; 2025Q4: 12,656 shares; 2026Q1: 110,338 shares; 2026Q2: 116,450 shares 116,450 $2.65M 0.16% +6,112 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: 8,871 shares; 2024Q4: 9,582 shares; 2025Q1: 9,604 shares; 2025Q2: 9,431 shares; 2025Q3: 9,006 shares; 2025Q4: 9,004 shares; 2026Q1: 9,015 shares; 2026Q2: 8,808 shares 8,808 $2.65M 0.16% -207 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: 2,973 shares; 2024Q4: 3,157 shares; 2025Q1: 3,423 shares; 2025Q2: 3,326 shares; 2025Q3: 3,410 shares; 2025Q4: 3,343 shares; 2026Q1: 3,458 shares; 2026Q2: 3,445 shares 3,445 $2.58M 0.16% -13 Timeline JSCP 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: 89,027 shares; 2024Q4: 85,894 shares; 2025Q1: 69,024 shares; 2025Q2: 68,285 shares; 2025Q3: 59,924 shares; 2025Q4: 59,521 shares; 2026Q1: 56,257 shares; 2026Q2: 54,636 shares 54,636 $2.58M 0.16% -1,621 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: 16,733 shares; 2024Q4: 16,602 shares; 2025Q1: 16,449 shares; 2025Q2: 16,269 shares; 2025Q3: 16,460 shares; 2025Q4: 16,251 shares; 2026Q1: 16,163 shares; 2026Q2: 16,135 shares 16,135 $2.55M 0.16% -28 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,951 shares; 2025Q1: 4,001 shares; 2025Q2: 4,601 shares; 2025Q3: 7,790 shares; 2025Q4: 8,205 shares; 2026Q1: 10,875 shares; 2026Q2: 15,229 shares 15,229 $2.52M 0.15% +4,354 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,312 shares; 2024Q4: 37,160 shares; 2025Q1: 36,891 shares; 2025Q2: 36,355 shares; 2025Q3: 34,470 shares; 2025Q4: 33,249 shares; 2026Q1: 33,642 shares; 2026Q2: 33,451 shares 33,451 $2.51M 0.15% -191 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: 80,141 shares; 2024Q4: 72,391 shares; 2025Q1: 74,373 shares; 2025Q2: 70,727 shares; 2025Q3: 65,842 shares; 2025Q4: 64,106 shares; 2026Q1: 58,738 shares; 2026Q2: 57,691 shares 57,691 $2.48M 0.15% -1,047 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,881 shares; 2025Q4: 21,032 shares; 2026Q1: 36,683 shares; 2026Q2: 41,598 shares 41,598 $2.48M 0.15% +4,915 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,717 shares; 2024Q4: 27,244 shares; 2025Q1: 27,321 shares; 2025Q2: 27,486 shares; 2025Q3: 30,774 shares; 2025Q4: 30,857 shares; 2026Q1: 31,113 shares; 2026Q2: 30,610 shares 30,610 $2.46M 0.15% -503 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,952 shares; 2025Q4: 32,068 shares; 2026Q1: 37,060 shares; 2026Q2: 24,792 shares 24,792 $2.39M 0.15% -12,268 Timeline RSPT 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: 51,030 shares; 2024Q4: 50,343 shares; 2025Q1: 49,770 shares; 2025Q2: 48,793 shares; 2025Q3: 43,713 shares; 2025Q4: 40,428 shares; 2026Q1: 37,299 shares; 2026Q2: 36,935 shares 36,935 $2.38M 0.15% -364 Timeline MINN 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: 46,593 shares; 2026Q1: 79,951 shares; 2026Q2: 104,966 shares 104,966 $2.35M 0.14% +25,015 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: 12,349 shares; 2024Q4: 18,049 shares; 2025Q1: 18,787 shares; 2025Q2: 22,183 shares; 2025Q3: 24,115 shares; 2025Q4: 23,831 shares; 2026Q1: 23,830 shares; 2026Q2: 19,468 shares 19,468 $2.32M 0.14% -4,362 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: 78,196 shares; 2025Q3: 73,733 shares; 2025Q4: 75,076 shares; 2026Q1: 77,060 shares; 2026Q2: 53,616 shares 53,616 $2.31M 0.14% -23,444 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: 15,071 shares; 2024Q4: 15,403 shares; 2025Q1: 15,470 shares; 2025Q2: 13,689 shares; 2025Q3: 13,382 shares; 2025Q4: 14,570 shares; 2026Q1: 15,921 shares; 2026Q2: 17,675 shares 17,675 $2.31M 0.14% +1,754 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: 13,781 shares; 2024Q4: 13,781 shares; 2025Q1: 13,781 shares; 2025Q2: 13,781 shares; 2025Q3: 13,781 shares; 2025Q4: 13,781 shares; 2026Q1: 13,781 shares; 2026Q2: 13,781 shares 13,781 $2.27M 0.14% 0 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: 3,663 shares; 2024Q4: 6,852 shares; 2025Q1: 6,884 shares; 2025Q2: 6,924 shares; 2025Q3: 7,457 shares; 2025Q4: 7,538 shares; 2026Q1: 6,644 shares; 2026Q2: 6,530 shares 6,530 $2.23M 0.14% -114 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,714 shares; 2024Q4: 8,926 shares; 2025Q1: 8,876 shares; 2025Q2: 8,930 shares; 2025Q3: 8,937 shares; 2025Q4: 8,946 shares; 2026Q1: 8,955 shares; 2026Q2: 8,962 shares 8,962 $2.21M 0.13% +7 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: 7,095 shares; 2024Q4: 7,071 shares; 2025Q1: 7,078 shares; 2025Q2: 6,862 shares; 2025Q3: 6,396 shares; 2025Q4: 12,238 shares; 2026Q1: 11,493 shares; 2026Q2: 11,546 shares 11,546 $2.2M 0.13% +53 Timeline QQQJ 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: 58,259 shares; 2024Q4: 55,488 shares; 2025Q1: 53,449 shares; 2025Q2: 52,741 shares; 2025Q3: 52,817 shares; 2025Q4: 51,182 shares; 2026Q1: 49,891 shares; 2026Q2: 48,072 shares 48,072 $2.18M 0.13% -1,819 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,298 shares; 2024Q4: 62,958 shares; 2025Q1: 64,784 shares; 2025Q2: 61,726 shares; 2025Q3: 69,660 shares; 2025Q4: 69,137 shares; 2026Q1: 70,135 shares; 2026Q2: 71,095 shares 71,095 $2.14M 0.13% +960 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,429 shares; 2024Q4: 74,105 shares; 2025Q1: 69,199 shares; 2025Q2: 69,142 shares; 2025Q3: 69,133 shares; 2025Q4: 68,808 shares; 2026Q1: 65,943 shares; 2026Q2: 65,661 shares 65,661 $2.11M 0.13% -282 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: 74,889 shares 74,889 $2.1M 0.13% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,762 shares; 2025Q3: 1,767 shares; 2025Q4: 1,771 shares; 2026Q1: 1,836 shares; 2026Q2: 2,157 shares 2,157 $2.08M 0.13% +321 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: not reported; 2024Q4: not reported; 2025Q1: 12,665 shares; 2025Q2: not reported; 2025Q3: 8,482 shares; 2025Q4: 9,074 shares; 2026Q1: 57,684 shares; 2026Q2: 60,711 shares 60,711 $2.08M 0.13% +3,027 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: 20,305 shares; 2024Q4: 38,317 shares; 2025Q1: 46,917 shares; 2025Q2: 46,686 shares; 2025Q3: 45,630 shares; 2025Q4: 48,580 shares; 2026Q1: 46,055 shares; 2026Q2: 44,055 shares 44,055 $2.02M 0.12% -2,000 Timeline QDPL 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: 38,156 shares; 2026Q1: 48,523 shares; 2026Q2: 44,803 shares 44,803 $2.02M 0.12% -3,720 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,956 shares; 2024Q4: 2,645 shares; 2025Q1: 2,433 shares; 2025Q2: 2,933 shares; 2025Q3: 3,233 shares; 2025Q4: 3,144 shares; 2026Q1: 3,079 shares; 2026Q2: 3,062 shares 3,062 $2.01M 0.12% -17 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,923 shares; 2024Q4: 74,926 shares; 2025Q1: 68,864 shares; 2025Q2: 66,961 shares; 2025Q3: 66,948 shares; 2025Q4: 63,152 shares; 2026Q1: 67,749 shares; 2026Q2: 67,290 shares 67,290 $2M 0.12% -459 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: 8,904 shares; 2024Q4: 7,991 shares; 2025Q1: 7,717 shares; 2025Q2: 8,137 shares; 2025Q3: 7,801 shares; 2025Q4: 7,386 shares; 2026Q1: 7,492 shares; 2026Q2: 7,701 shares 7,701 $1.96M 0.12% +209 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,598 shares; 2024Q4: 13,498 shares; 2025Q1: 13,498 shares; 2025Q2: 13,498 shares; 2025Q3: 13,498 shares; 2025Q4: 13,498 shares; 2026Q1: 13,498 shares; 2026Q2: 13,298 shares 13,298 $1.95M 0.12% -200 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: 7,438 shares; 2024Q4: 7,120 shares; 2025Q1: 6,890 shares; 2025Q2: 7,491 shares; 2025Q3: 7,431 shares; 2025Q4: 7,387 shares; 2026Q1: 7,466 shares; 2026Q2: 7,137 shares 7,137 $1.93M 0.12% -329 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: 57,533 shares; 2024Q4: 63,065 shares; 2025Q1: 73,011 shares; 2025Q2: 81,449 shares; 2025Q3: 113,347 shares; 2025Q4: 129,596 shares; 2026Q1: 104,988 shares; 2026Q2: 104,443 shares 104,443 $1.87M 0.11% -545 Timeline GRID 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: 2,661 shares; 2025Q4: 5,558 shares; 2026Q1: 7,118 shares; 2026Q2: 9,503 shares 9,503 $1.82M 0.11% +2,385 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: 6,987 shares; 2024Q4: 6,454 shares; 2025Q1: 6,902 shares; 2025Q2: 7,894 shares; 2025Q3: 7,979 shares; 2025Q4: 7,857 shares; 2026Q1: 6,676 shares; 2026Q2: 6,401 shares 6,401 $1.8M 0.11% -275 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,941 shares; 2024Q4: 197,910 shares; 2025Q1: 201,689 shares; 2025Q2: 203,411 shares; 2025Q3: 215,628 shares; 2025Q4: 163,785 shares; 2026Q1: 165,002 shares; 2026Q2: 163,876 shares 163,876 $1.78M 0.11% -1,126 Timeline PAUG 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: 70,547 shares; 2024Q4: 67,464 shares; 2025Q1: 63,664 shares; 2025Q2: 60,614 shares; 2025Q3: 60,540 shares; 2025Q4: 58,790 shares; 2026Q1: 40,772 shares; 2026Q2: 38,855 shares 38,855 $1.77M 0.11% -1,917 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: 4,815 shares; 2024Q4: 4,814 shares; 2025Q1: 4,973 shares; 2025Q2: 5,158 shares; 2025Q3: 5,114 shares; 2025Q4: 5,037 shares; 2026Q1: 5,162 shares; 2026Q2: 5,153 shares 5,153 $1.77M 0.11% -9 Timeline GPT 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: not reported; 2024Q4: 40,174 shares; 2025Q1: 45,223 shares; 2025Q2: 49,723 shares; 2025Q3: 49,723 shares; 2025Q4: 51,048 shares; 2026Q1: 52,737 shares; 2026Q2: 51,944 shares 51,944 $1.76M 0.11% -793 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: 9,184 shares; 2024Q4: 8,886 shares; 2025Q1: 9,228 shares; 2025Q2: 10,470 shares; 2025Q3: 10,557 shares; 2025Q4: 10,389 shares; 2026Q1: 10,560 shares; 2026Q2: 10,326 shares 10,326 $1.71M 0.1% -234 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,050 shares; 2024Q4: 13,974 shares; 2025Q1: 14,339 shares; 2025Q2: 14,047 shares; 2025Q3: 14,066 shares; 2025Q4: 13,759 shares; 2026Q1: 14,889 shares; 2026Q2: 14,926 shares 14,926 $1.6M 0.1% +37 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,877 shares; 2024Q4: 51,629 shares; 2025Q1: 52,668 shares; 2025Q2: 52,498 shares; 2025Q3: 53,957 shares; 2025Q4: 59,569 shares; 2026Q1: 62,588 shares; 2026Q2: 95,446 shares 95,446 $1.59M 0.1% +32,858 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: 31,495 shares 31,495 $1.58M 0.1% new 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: 26,227 shares; 2024Q4: 27,091 shares; 2025Q1: 27,974 shares; 2025Q2: 28,502 shares; 2025Q3: 30,105 shares; 2025Q4: 30,632 shares; 2026Q1: 31,204 shares; 2026Q2: 31,548 shares 31,548 $1.55M 0.1% +344 Timeline CWI 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: 35,925 shares; 2024Q4: 35,314 shares; 2025Q1: 36,814 shares; 2025Q2: 37,781 shares; 2025Q3: 37,565 shares; 2025Q4: 38,074 shares; 2026Q1: 37,398 shares; 2026Q2: 37,808 shares 37,808 $1.54M 0.09% +410 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,672 shares; 2024Q4: 4,330 shares; 2025Q1: 4,267 shares; 2025Q2: 4,316 shares; 2025Q3: 4,744 shares; 2025Q4: 4,744 shares; 2026Q1: 7,645 shares; 2026Q2: 6,328 shares 6,328 $1.53M 0.09% -1,317 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: 4,278 shares; 2024Q4: 4,307 shares; 2025Q1: 4,494 shares; 2025Q2: 4,614 shares; 2025Q3: 4,772 shares; 2025Q4: 4,702 shares; 2026Q1: 4,530 shares; 2026Q2: 4,271 shares 4,271 $1.51M 0.09% -259 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,331 shares; 2025Q3: 21,151 shares; 2025Q4: 21,161 shares; 2026Q1: 19,888 shares; 2026Q2: 19,690 shares 19,690 $1.5M 0.09% -198 Timeline DRUP GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,052 shares; 2024Q4: 27,052 shares; 2025Q1: 26,701 shares; 2025Q2: 26,001 shares; 2025Q3: 26,078 shares; 2025Q4: 25,878 shares; 2026Q1: 25,878 shares; 2026Q2: 23,926 shares 23,926 $1.49M 0.09% -1,952 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,576 shares; 2024Q4: 57,631 shares; 2025Q1: 56,581 shares; 2025Q2: 54,181 shares; 2025Q3: 51,249 shares; 2025Q4: 47,822 shares; 2026Q1: 32,732 shares; 2026Q2: 31,690 shares 31,690 $1.47M 0.09% -1,042 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: 8,412 shares; 2025Q1: 8,254 shares; 2025Q2: 8,184 shares; 2025Q3: 8,196 shares; 2025Q4: 7,854 shares; 2026Q1: 8,487 shares; 2026Q2: 8,607 shares 8,607 $1.46M 0.09% +120 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: 26,937 shares; 2024Q4: 27,510 shares; 2025Q1: 27,471 shares; 2025Q2: 26,873 shares; 2025Q3: 26,726 shares; 2025Q4: 27,485 shares; 2026Q1: 26,997 shares; 2026Q2: 26,432 shares 26,432 $1.42M 0.09% -565 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: 22,196 shares; 2024Q4: 21,406 shares; 2025Q1: 21,903 shares; 2025Q2: 19,327 shares; 2025Q3: 6,239 shares; 2025Q4: 5,913 shares; 2026Q1: 5,596 shares; 2026Q2: 5,596 shares 5,596 $1.41M 0.09% 0 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: 30,803 shares; 2024Q4: 30,763 shares; 2025Q1: 31,107 shares; 2025Q2: 32,084 shares; 2025Q3: 38,452 shares; 2025Q4: 41,865 shares; 2026Q1: 42,834 shares; 2026Q2: 26,762 shares 26,762 $1.4M 0.09% -16,072 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: 12,130 shares; 2025Q2: 11,960 shares; 2025Q3: 8,505 shares; 2025Q4: 7,876 shares; 2026Q1: 8,159 shares; 2026Q2: 9,827 shares 9,827 $1.37M 0.08% +1,668 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: 19,187 shares; 2024Q4: 18,375 shares; 2025Q1: 20,923 shares; 2025Q2: 20,906 shares; 2025Q3: 20,906 shares; 2025Q4: 20,906 shares; 2026Q1: 28,248 shares; 2026Q2: 27,448 shares 27,448 $1.36M 0.08% -800 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 778 shares; 2025Q4: 922 shares; 2026Q1: 1,079 shares; 2026Q2: 1,135 shares 1,135 $1.33M 0.08% +56 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,559 shares; 2025Q2: 11,345 shares; 2025Q3: 11,359 shares; 2025Q4: 11,359 shares; 2026Q1: 11,359 shares; 2026Q2: 12,810 shares 12,810 $1.32M 0.08% +1,451 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: 5,071 shares; 2024Q4: 3,989 shares; 2025Q1: 4,061 shares; 2025Q2: 3,914 shares; 2025Q3: 3,934 shares; 2025Q4: 3,825 shares; 2026Q1: 4,011 shares; 2026Q2: 6,943 shares 6,943 $1.32M 0.08% +2,932 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,249 shares; 2024Q4: 17,996 shares; 2025Q1: 18,934 shares; 2025Q2: 16,545 shares; 2025Q3: 16,547 shares; 2025Q4: 15,964 shares; 2026Q1: 11,048 shares; 2026Q2: 10,792 shares 10,792 $1.32M 0.08% -256 Timeline PKW 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: 9,226 shares; 2024Q4: 9,238 shares; 2025Q1: 9,255 shares; 2025Q2: 9,253 shares; 2025Q3: 9,271 shares; 2025Q4: 9,233 shares; 2026Q1: 9,216 shares; 2026Q2: 9,220 shares 9,220 $1.31M 0.08% +4 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: 3,675 shares; 2024Q4: 3,447 shares; 2025Q1: 3,235 shares; 2025Q2: 2,570 shares; 2025Q3: 2,566 shares; 2025Q4: 3,172 shares; 2026Q1: 3,345 shares; 2026Q2: 3,543 shares 3,543 $1.31M 0.08% +198 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: 19,333 shares; 2024Q4: 18,255 shares; 2025Q1: 18,581 shares; 2025Q2: 18,213 shares; 2025Q3: 17,256 shares; 2025Q4: 16,857 shares; 2026Q1: 16,728 shares; 2026Q2: 15,837 shares 15,837 $1.24M 0.08% -891 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,612 shares; 2025Q3: 13,179 shares; 2025Q4: 10,966 shares; 2026Q1: 14,766 shares; 2026Q2: 15,402 shares 15,402 $1.23M 0.08% +636 Timeline CEF 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: 25,078 shares; 2024Q4: 25,078 shares; 2025Q1: 25,078 shares; 2025Q2: 25,078 shares; 2025Q3: 25,078 shares; 2025Q4: 28,078 shares; 2026Q1: 28,969 shares; 2026Q2: 30,524 shares 30,524 $1.23M 0.08% +1,555 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: not reported; 2024Q4: 848 shares; 2025Q1: 987 shares; 2025Q2: 1,239 shares; 2025Q3: 1,679 shares; 2025Q4: 1,734 shares; 2026Q1: 1,589 shares; 2026Q2: 1,599 shares 1,599 $1.22M 0.07% +10 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: 47,758 shares; 2024Q4: 47,807 shares; 2025Q1: 48,566 shares; 2025Q2: 32,447 shares; 2025Q3: 31,952 shares; 2025Q4: 32,152 shares; 2026Q1: 32,347 shares; 2026Q2: 32,213 shares 32,213 $1.17M 0.07% -134 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: 13,793 shares; 2024Q4: 14,494 shares; 2025Q1: 14,745 shares; 2025Q2: 15,207 shares; 2025Q3: 15,572 shares; 2025Q4: 15,716 shares; 2026Q1: 15,979 shares; 2026Q2: 16,215 shares 16,215 $1.17M 0.07% +236 Timeline PSLV 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: 38,038 shares; 2024Q4: 41,393 shares; 2025Q1: 41,393 shares; 2025Q2: 62,194 shares; 2025Q3: 62,194 shares; 2025Q4: 61,194 shares; 2026Q1: 61,227 shares; 2026Q2: 61,227 shares 61,227 $1.16M 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,031 shares; 2026Q1: 1,166 shares; 2026Q2: 1,589 shares 1,589 $1.15M 0.07% +423 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: 9,173 shares; 2024Q4: 8,966 shares; 2025Q1: 9,044 shares; 2025Q2: 8,915 shares; 2025Q3: 8,215 shares; 2025Q4: 8,389 shares; 2026Q1: 8,876 shares; 2026Q2: 9,682 shares 9,682 $1.14M 0.07% +806 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: 13,646 shares; 2024Q4: 18,176 shares; 2025Q1: 17,564 shares; 2025Q2: 18,151 shares; 2025Q3: 19,456 shares; 2025Q4: 20,793 shares; 2026Q1: 18,954 shares; 2026Q2: 15,633 shares 15,633 $1.13M 0.07% -3,321 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,529 shares; 2024Q4: 47,353 shares; 2025Q1: 45,705 shares; 2025Q2: 43,634 shares; 2025Q3: 27,544 shares; 2025Q4: 27,639 shares; 2026Q1: 22,747 shares; 2026Q2: 22,640 shares 22,640 $1.12M 0.07% -107 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,384 shares; 2024Q4: 11,109 shares; 2025Q1: 10,680 shares; 2025Q2: 10,558 shares; 2025Q3: 8,091 shares; 2025Q4: 7,712 shares; 2026Q1: 8,397 shares; 2026Q2: 8,053 shares 8,053 $1.1M 0.07% -344 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: 4,564 shares; 2024Q4: 4,564 shares; 2025Q1: 8,960 shares; 2025Q2: 9,387 shares; 2025Q3: 9,680 shares; 2025Q4: 10,813 shares; 2026Q1: 11,160 shares; 2026Q2: 12,872 shares 12,872 $1.1M 0.07% +1,712 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: 3,389 shares; 2024Q4: 3,326 shares; 2025Q1: 3,356 shares; 2025Q2: 3,337 shares; 2025Q3: 3,348 shares; 2025Q4: 3,251 shares; 2026Q1: 3,275 shares; 2026Q2: 3,280 shares 3,280 $1.08M 0.07% +5 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: 22,175 shares; 2026Q1: 21,546 shares; 2026Q2: 20,352 shares 20,352 $1.08M 0.07% -1,194 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: 2,760 shares; 2024Q4: 2,682 shares; 2025Q1: 2,782 shares; 2025Q2: 2,711 shares; 2025Q3: 2,742 shares; 2025Q4: 2,458 shares; 2026Q1: 2,458 shares; 2026Q2: 2,528 shares 2,528 $1.08M 0.07% +70 Timeline AOCT 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: 35,812 shares; 2025Q1: 35,705 shares; 2025Q2: 35,705 shares; 2025Q3: 35,705 shares; 2025Q4: 39,505 shares; 2026Q1: 39,088 shares; 2026Q2: 39,088 shares 39,088 $1.07M 0.07% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,977 shares; 2024Q4: 3,071 shares; 2025Q1: 3,094 shares; 2025Q2: 3,135 shares; 2025Q3: 2,952 shares; 2025Q4: 2,991 shares; 2026Q1: 3,041 shares; 2026Q2: 3,116 shares 3,116 $1.05M 0.06% +75 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: not reported; 2024Q4: 1,902 shares; 2025Q1: 2,181 shares; 2025Q2: 2,815 shares; 2025Q3: 3,549 shares; 2025Q4: 4,976 shares; 2026Q1: 5,284 shares; 2026Q2: 4,948 shares 4,948 $1.03M 0.06% -336 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: 1,780 shares; 2024Q4: 1,728 shares; 2025Q1: 1,739 shares; 2025Q2: 1,610 shares; 2025Q3: 1,679 shares; 2025Q4: 1,675 shares; 2026Q1: 1,706 shares; 2026Q2: 1,624 shares 1,624 $1.03M 0.06% -82 Timeline DDNQ 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: 16,050 shares; 2026Q2: 48,450 shares 48,450 $1M 0.06% +32,400 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,435 shares; 2026Q2: 19,003 shares 19,003 $1M 0.06% +2,568 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: 2,608 shares; 2024Q4: 2,519 shares; 2025Q1: 2,687 shares; 2025Q2: 2,680 shares; 2025Q3: 2,607 shares; 2025Q4: 2,567 shares; 2026Q1: 2,526 shares; 2026Q2: 2,437 shares 2,437 $998K 0.06% -89 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,347 shares; 2024Q4: 1,347 shares; 2025Q1: 1,318 shares; 2025Q2: 1,308 shares; 2025Q3: 956 shares; 2025Q4: 957 shares; 2026Q1: 921 shares; 2026Q2: 835 shares 835 $998K 0.06% -86 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: 4,047 shares; 2024Q4: 4,202 shares; 2025Q1: 4,267 shares; 2025Q2: 4,774 shares; 2025Q3: 4,790 shares; 2025Q4: 4,985 shares; 2026Q1: 5,312 shares; 2026Q2: 5,498 shares 5,498 $995K 0.06% +186 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: 859 shares; 2024Q4: 1,209 shares; 2025Q1: 1,550 shares; 2025Q2: 1,754 shares; 2025Q3: 1,861 shares; 2025Q4: 16,085 shares; 2026Q1: 16,750 shares; 2026Q2: 13,916 shares 13,916 $994K 0.06% -2,834 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: 25,442 shares; 2024Q4: 25,442 shares; 2025Q1: 25,442 shares; 2025Q2: 25,442 shares; 2025Q3: 25,182 shares; 2025Q4: 25,180 shares; 2026Q1: 25,180 shares; 2026Q2: 25,180 shares 25,180 $989K 0.06% 0 Timeline ESGV 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: 15,213 shares; 2024Q4: 19,754 shares; 2025Q1: 7,841 shares; 2025Q2: 7,761 shares; 2025Q3: 7,733 shares; 2025Q4: 7,659 shares; 2026Q1: 7,715 shares; 2026Q2: 7,440 shares 7,440 $984K 0.06% -275 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,283 shares; 2024Q4: 5,264 shares; 2025Q1: 5,364 shares; 2025Q2: 5,488 shares; 2025Q3: 5,297 shares; 2025Q4: 5,335 shares; 2026Q1: 5,065 shares; 2026Q2: 5,399 shares 5,399 $952K 0.06% +334 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,269 shares; 2024Q4: 3,166 shares; 2025Q1: 3,197 shares; 2025Q2: 3,195 shares; 2025Q3: 2,747 shares; 2025Q4: 2,741 shares; 2026Q1: 2,526 shares; 2026Q2: 2,607 shares 2,607 $944K 0.06% +81 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,527 shares; 2025Q4: 13,837 shares; 2026Q1: 18,449 shares; 2026Q2: 20,461 shares 20,461 $936K 0.06% +2,012 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: 6,817 shares; 2024Q4: 6,770 shares; 2025Q1: 6,771 shares; 2025Q2: 6,674 shares; 2025Q3: 6,278 shares; 2025Q4: 6,251 shares; 2026Q1: 5,872 shares; 2026Q2: 5,877 shares 5,877 $932K 0.06% +5 Timeline PJUN 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: 20,848 shares; 2024Q4: 20,848 shares; 2025Q1: 20,848 shares; 2025Q2: 20,174 shares; 2025Q3: 20,174 shares; 2025Q4: 18,924 shares; 2026Q1: 17,474 shares; 2026Q2: 21,502 shares 21,502 $930K 0.06% +4,028 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,099 shares; 2024Q4: 5,426 shares; 2025Q1: 5,309 shares; 2025Q2: 5,244 shares; 2025Q3: 5,381 shares; 2025Q4: 5,451 shares; 2026Q1: 5,624 shares; 2026Q2: 6,327 shares 6,327 $927K 0.06% +703 Timeline TJAN 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: 29,562 shares; 2025Q2: 32,933 shares; 2025Q3: 32,753 shares; 2025Q4: 32,753 shares; 2026Q1: 32,651 shares; 2026Q2: 32,651 shares 32,651 $919K 0.06% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,881 shares; 2025Q2: 17,414 shares; 2025Q3: 20,467 shares; 2025Q4: 25,005 shares; 2026Q1: 25,518 shares; 2026Q2: 25,707 shares 25,707 $891K 0.05% +189 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,949 shares; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 5,079 shares; 2025Q3: 5,479 shares; 2025Q4: 5,474 shares; 2026Q1: 5,486 shares; 2026Q2: 5,031 shares 5,031 $889K 0.05% -455 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: 2,707 shares; 2025Q4: 2,423 shares; 2026Q1: 2,355 shares; 2026Q2: 3,480 shares 3,480 $889K 0.05% +1,125 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,757 shares; 2025Q4: 28,262 shares; 2026Q1: 34,986 shares; 2026Q2: 36,199 shares 36,199 $887K 0.05% +1,213 Timeline VSGX 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: 11,224 shares; 2024Q4: 10,210 shares; 2025Q1: 11,003 shares; 2025Q2: 10,885 shares; 2025Q3: 10,521 shares; 2025Q4: 10,591 shares; 2026Q1: 10,583 shares; 2026Q2: 10,574 shares 10,574 $871K 0.05% -9 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: 9,084 shares; 2024Q4: 9,719 shares; 2025Q1: 9,724 shares; 2025Q2: 9,707 shares; 2025Q3: 9,713 shares; 2025Q4: 20,188 shares; 2026Q1: 19,907 shares; 2026Q2: 19,159 shares 19,159 $869K 0.05% -748 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: 10,951 shares; 2024Q4: 10,981 shares; 2025Q1: 7,997 shares; 2025Q2: 7,990 shares; 2025Q3: 7,980 shares; 2025Q4: 6,690 shares; 2026Q1: 6,724 shares; 2026Q2: 6,849 shares 6,849 $852K 0.05% +125 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,430 shares; 2024Q4: 10,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,689 shares; 2025Q4: 119,422 shares; 2026Q1: 147,724 shares; 2026Q2: 183,404 shares 183,404 $847K 0.05% +35,680 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 1,147 shares; 2025Q1: 1,169 shares; 2025Q2: 950 shares; 2025Q3: 1,015 shares; 2025Q4: 989 shares; 2026Q1: 994 shares; 2026Q2: 1,168 shares 1,168 $833K 0.05% +174 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: 3,465 shares; 2024Q4: 3,161 shares; 2025Q1: 3,815 shares; 2025Q2: 3,796 shares; 2025Q3: 4,026 shares; 2025Q4: 4,074 shares; 2026Q1: 4,036 shares; 2026Q2: 3,237 shares 3,237 $824K 0.05% -799 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,237 shares; 2024Q4: 5,794 shares; 2025Q1: 7,095 shares; 2025Q2: 7,593 shares; 2025Q3: 7,698 shares; 2025Q4: 8,096 shares; 2026Q1: 8,482 shares; 2026Q2: 8,796 shares 8,796 $821K 0.05% +314 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: 367 shares; 2024Q4: 365 shares; 2025Q1: 355 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 365 shares; 2026Q2: 410 shares 410 $816K 0.05% +45 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,272 shares; 2024Q4: 26,916 shares; 2025Q1: 25,408 shares; 2025Q2: 23,957 shares; 2025Q3: 23,815 shares; 2025Q4: 22,247 shares; 2026Q1: 21,844 shares; 2026Q2: 21,153 shares 21,153 $809K 0.05% -691 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: 20,958 shares; 2024Q4: 21,038 shares; 2025Q1: 20,656 shares; 2025Q2: 21,119 shares; 2025Q3: 21,301 shares; 2025Q4: 21,532 shares; 2026Q1: 21,752 shares; 2026Q2: 21,947 shares 21,947 $807K 0.05% +195 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,140 shares; 2024Q4: 8,143 shares; 2025Q1: 8,761 shares; 2025Q2: 8,729 shares; 2025Q3: 8,707 shares; 2025Q4: 8,638 shares; 2026Q1: 8,706 shares; 2026Q2: 8,296 shares 8,296 $777K 0.05% -410 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,291 shares; 2024Q4: 16,876 shares; 2025Q1: 17,955 shares; 2025Q2: 17,747 shares; 2025Q3: 17,329 shares; 2025Q4: 17,505 shares; 2026Q1: 17,398 shares; 2026Q2: 15,387 shares 15,387 $769K 0.05% -2,011 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: not reported; 2024Q4: 12,876 shares; 2025Q1: 24,394 shares; 2025Q2: 17,838 shares; 2025Q3: 25,910 shares; 2025Q4: 25,767 shares; 2026Q1: 8,614 shares; 2026Q2: 9,645 shares 9,645 $766K 0.05% +1,031 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,479 shares 6,479 $759K 0.05% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 6,380 shares; 2025Q4: 7,062 shares; 2026Q1: 6,832 shares; 2026Q2: 7,557 shares 7,557 $752K 0.05% +725 Timeline DDSQ 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: 35,300 shares 35,300 $744K 0.05% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,685 shares; 2024Q4: 1,689 shares; 2025Q1: 1,690 shares; 2025Q2: 1,692 shares; 2025Q3: 1,693 shares; 2025Q4: 1,780 shares; 2026Q1: 1,781 shares; 2026Q2: 3,290 shares 3,290 $742K 0.05% +1,509 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,917 shares; 2024Q4: 2,564 shares; 2025Q1: 2,340 shares; 2025Q2: 2,301 shares; 2025Q3: 2,308 shares; 2025Q4: 2,376 shares; 2026Q1: 2,413 shares; 2026Q2: 2,486 shares 2,486 $741K 0.05% +73 Timeline ABOT ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,768 shares; 2024Q4: 55,399 shares; 2025Q1: 55,416 shares; 2025Q2: 54,046 shares; 2025Q3: 20,391 shares; 2025Q4: 20,152 shares; 2026Q1: 19,569 shares; 2026Q2: 18,975 shares 18,975 $735K 0.04% -594 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,469 shares; 2024Q4: 6,472 shares; 2025Q1: 6,472 shares; 2025Q2: 6,972 shares; 2025Q3: 6,972 shares; 2025Q4: 6,975 shares; 2026Q1: 6,975 shares; 2026Q2: 6,920 shares 6,920 $726K 0.04% -55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375 shares; 2025Q3: 354 shares; 2025Q4: 638 shares; 2026Q1: 776 shares; 2026Q2: 716 shares 716 $724K 0.04% -60 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,987 shares; 2024Q4: 12,988 shares; 2025Q1: 12,988 shares; 2025Q2: 12,762 shares; 2025Q3: 12,703 shares; 2025Q4: 12,704 shares; 2026Q1: 12,704 shares; 2026Q2: 12,704 shares 12,704 $719K 0.04% 0 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: 8,942 shares; 2024Q4: 9,447 shares; 2025Q1: 10,053 shares; 2025Q2: 11,131 shares; 2025Q3: 11,700 shares; 2025Q4: 11,850 shares; 2026Q1: 12,053 shares; 2026Q2: 12,040 shares 12,040 $719K 0.04% -13 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: 10,233 shares; 2024Q4: 10,233 shares; 2025Q1: 9,689 shares; 2025Q2: 10,952 shares; 2025Q3: 12,042 shares; 2025Q4: 10,484 shares; 2026Q1: 8,375 shares; 2026Q2: 9,347 shares 9,347 $706K 0.04% +972 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: 12,473 shares; 2024Q4: 12,121 shares; 2025Q1: 12,279 shares; 2025Q2: 12,239 shares; 2025Q3: 11,690 shares; 2025Q4: 11,779 shares; 2026Q1: 11,710 shares; 2026Q2: 12,323 shares 12,323 $702K 0.04% +613 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,363 shares; 2024Q4: 15,821 shares; 2025Q1: 14,159 shares; 2025Q2: 14,341 shares; 2025Q3: 14,653 shares; 2025Q4: 14,695 shares; 2026Q1: 14,862 shares; 2026Q2: 14,808 shares 14,808 $702K 0.04% -54 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: 1,303 shares; 2024Q4: 2,156 shares; 2025Q1: 2,169 shares; 2025Q2: 2,167 shares; 2025Q3: 1,876 shares; 2025Q4: 1,862 shares; 2026Q1: 1,890 shares; 2026Q2: 1,742 shares 1,742 $693K 0.04% -148 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,168 shares; 2024Q4: 13,174 shares; 2025Q1: 13,175 shares; 2025Q2: 13,178 shares; 2025Q3: 13,181 shares; 2025Q4: 12,333 shares; 2026Q1: 12,336 shares; 2026Q2: 12,338 shares 12,338 $688K 0.04% +2 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: 6,564 shares; 2024Q4: 6,788 shares; 2025Q1: 7,083 shares; 2025Q2: 7,599 shares; 2025Q3: 7,991 shares; 2025Q4: 7,802 shares; 2026Q1: 7,662 shares; 2026Q2: 7,167 shares 7,167 $686K 0.04% -495 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,230 shares; 2025Q1: 27,043 shares; 2025Q2: 29,605 shares; 2025Q3: 33,370 shares; 2025Q4: 53,794 shares; 2026Q1: 56,699 shares; 2026Q2: 51,209 shares 51,209 $684K 0.04% -5,490 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,676 shares; 2024Q4: 9,731 shares; 2025Q1: 9,784 shares; 2025Q2: 9,840 shares; 2025Q3: 9,902 shares; 2025Q4: 9,963 shares; 2026Q1: 10,019 shares; 2026Q2: 10,071 shares 10,071 $680K 0.04% +52 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,010 shares; 2024Q4: 12,137 shares; 2025Q1: 12,291 shares; 2025Q2: 12,458 shares; 2025Q3: 12,579 shares; 2025Q4: 12,682 shares; 2026Q1: 12,849 shares; 2026Q2: 13,036 shares 13,036 $676K 0.04% +187 Timeline PAVE 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: 11,513 shares; 2024Q4: 11,513 shares; 2025Q1: 11,519 shares; 2025Q2: 11,519 shares; 2025Q3: 11,524 shares; 2025Q4: 11,524 shares; 2026Q1: 11,677 shares; 2026Q2: 11,417 shares 11,417 $673K 0.04% -260 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,204 shares; 2024Q4: 6,482 shares; 2025Q1: 6,625 shares; 2025Q2: 7,120 shares; 2025Q3: 7,455 shares; 2025Q4: 7,296 shares; 2026Q1: 7,579 shares; 2026Q2: 7,651 shares 7,651 $672K 0.04% +72 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: 17,420 shares; 2024Q4: 17,420 shares; 2025Q1: 18,420 shares; 2025Q2: 18,420 shares; 2025Q3: 18,420 shares; 2025Q4: 18,420 shares; 2026Q1: 19,120 shares; 2026Q2: 19,220 shares 19,220 $665K 0.04% +100 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,869 shares; 2024Q4: 3,816 shares; 2025Q1: 3,882 shares; 2025Q2: 5,473 shares; 2025Q3: 5,507 shares; 2025Q4: 5,708 shares; 2026Q1: 6,975 shares; 2026Q2: 7,215 shares 7,215 $662K 0.04% +240 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: 27,962 shares; 2024Q4: 29,573 shares; 2025Q1: 29,861 shares; 2025Q2: 30,524 shares; 2025Q3: 30,159 shares; 2025Q4: 34,579 shares; 2026Q1: 38,906 shares; 2026Q2: 34,161 shares 34,161 $653K 0.04% -4,745 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,150 shares; 2024Q4: 11,675 shares; 2025Q1: 13,439 shares; 2025Q2: 12,399 shares; 2025Q3: 12,376 shares; 2025Q4: 12,447 shares; 2026Q1: 12,355 shares; 2026Q2: 12,288 shares 12,288 $640K 0.04% -67 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,645 shares; 2025Q4: 11,997 shares; 2026Q1: 11,997 shares; 2026Q2: 11,429 shares 11,429 $633K 0.04% -568 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: 1,173 shares; 2024Q4: 1,185 shares; 2025Q1: 1,225 shares; 2025Q2: 1,255 shares; 2025Q3: 1,257 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 1,215 shares 1,215 $624K 0.04% -57 Timeline KJUL 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: 19,818 shares; 2024Q4: 19,367 shares; 2025Q1: 18,838 shares; 2025Q2: 18,333 shares; 2025Q3: 18,322 shares; 2025Q4: 18,322 shares; 2026Q1: 18,322 shares; 2026Q2: 18,322 shares 18,322 $622K 0.04% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,263 shares; 2025Q3: 3,263 shares; 2025Q4: 4,327 shares; 2026Q1: 5,125 shares; 2026Q2: 5,325 shares 5,325 $618K 0.04% +200 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,128 shares; 2024Q4: 1,201 shares; 2025Q1: 1,323 shares; 2025Q2: 1,357 shares; 2025Q3: 1,518 shares; 2025Q4: 1,524 shares; 2026Q1: 1,297 shares; 2026Q2: 1,227 shares 1,227 $615K 0.04% -70 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: 19,579 shares; 2024Q4: 19,579 shares; 2025Q1: 19,579 shares; 2025Q2: 19,579 shares; 2025Q3: 19,579 shares; 2025Q4: 19,579 shares; 2026Q1: 19,579 shares; 2026Q2: 19,579 shares 19,579 $612K 0.04% 0 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: 5,596 shares; 2024Q4: 5,296 shares; 2025Q1: 5,296 shares; 2025Q2: 5,201 shares; 2025Q3: 5,201 shares; 2025Q4: 6,670 shares; 2026Q1: 6,969 shares; 2026Q2: 5,602 shares 5,602 $603K 0.04% -1,367 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: 3,755 shares; 2024Q4: 3,752 shares; 2025Q1: 3,691 shares; 2025Q2: 3,712 shares; 2025Q3: 3,728 shares; 2025Q4: 3,859 shares; 2026Q1: 3,872 shares; 2026Q2: 3,891 shares 3,891 $589K 0.04% +19 Timeline SMAX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,003 shares; 2025Q1: 22,005 shares; 2025Q2: 22,005 shares; 2025Q3: 21,929 shares; 2025Q4: 21,934 shares; 2026Q1: 21,112 shares; 2026Q2: 21,112 shares 21,112 $588K 0.04% 0 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,281 shares; 2024Q4: 32,281 shares; 2025Q1: 25,963 shares; 2025Q2: 25,963 shares; 2025Q3: 20,195 shares; 2025Q4: 20,195 shares; 2026Q1: 20,156 shares; 2026Q2: 20,156 shares 20,156 $587K 0.04% 0 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,464 shares; 2024Q4: 6,464 shares; 2025Q1: 6,464 shares; 2025Q2: 6,064 shares; 2025Q3: 6,064 shares; 2025Q4: 6,064 shares; 2026Q1: 6,064 shares; 2026Q2: 5,364 shares 5,364 $587K 0.04% -700 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: 28,698 shares; 2024Q4: 27,997 shares; 2025Q1: 27,563 shares; 2025Q2: 27,453 shares; 2025Q3: 27,145 shares; 2025Q4: 26,245 shares; 2026Q1: 24,619 shares; 2026Q2: 13,695 shares 13,695 $580K 0.04% -10,924 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,180 shares; 2026Q1: 1,476 shares; 2026Q2: 1,340 shares 1,340 $578K 0.04% -136 Timeline LMND LEMONADE INC More: the full row for LEMONADE 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: 4,783 shares; 2026Q1: 5,126 shares; 2026Q2: 8,821 shares 8,821 $574K 0.04% +3,695 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: 5,167 shares; 2024Q4: 5,169 shares; 2025Q1: 5,180 shares; 2025Q2: 2,619 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,920 shares 1,920 $572K 0.03% new Timeline PSTP 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: 19,054 shares; 2024Q4: 18,765 shares; 2025Q1: 17,834 shares; 2025Q2: 17,640 shares; 2025Q3: 15,911 shares; 2025Q4: 15,683 shares; 2026Q1: 15,644 shares; 2026Q2: 15,428 shares 15,428 $568K 0.03% -216 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,666 shares; 2024Q4: 5,670 shares; 2025Q1: 5,672 shares; 2025Q2: 5,675 shares; 2025Q3: 5,553 shares; 2025Q4: 5,558 shares; 2026Q1: 4,627 shares; 2026Q2: 4,607 shares 4,607 $564K 0.03% -20 Timeline QRVO QORVO INC More: the full row for QORVO 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: 6,043 shares; 2025Q4: 6,008 shares; 2026Q1: 6,008 shares; 2026Q2: 6,008 shares 6,008 $560K 0.03% 0 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: 17,450 shares; 2024Q4: 16,870 shares; 2025Q1: 15,970 shares; 2025Q2: 9,211 shares; 2025Q3: 10,538 shares; 2025Q4: 10,078 shares; 2026Q1: 9,641 shares; 2026Q2: 10,413 shares 10,413 $557K 0.03% +772 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: 43,700 shares; 2026Q1: 45,200 shares; 2026Q2: 42,700 shares 42,700 $556K 0.03% -2,500 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,758 shares; 2024Q4: 5,831 shares; 2025Q1: 5,840 shares; 2025Q2: 8,830 shares; 2025Q3: 11,364 shares; 2025Q4: 11,380 shares; 2026Q1: 7,883 shares; 2026Q2: 6,165 shares 6,165 $554K 0.03% -1,718 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: 5,570 shares; 2024Q4: 5,737 shares; 2025Q1: 5,950 shares; 2025Q2: 6,014 shares; 2025Q3: 5,355 shares; 2025Q4: 5,538 shares; 2026Q1: 5,873 shares; 2026Q2: 6,811 shares 6,811 $554K 0.03% +938 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: 21,816 shares; 2024Q4: 24,356 shares; 2025Q1: 23,369 shares; 2025Q2: 23,346 shares; 2025Q3: 23,350 shares; 2025Q4: 23,389 shares; 2026Q1: 23,183 shares; 2026Q2: 23,210 shares 23,210 $550K 0.03% +27 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: 6,606 shares; 2024Q4: 6,296 shares; 2025Q1: 6,388 shares; 2025Q2: 6,659 shares; 2025Q3: 6,659 shares; 2025Q4: 6,449 shares; 2026Q1: 6,391 shares; 2026Q2: 6,057 shares 6,057 $550K 0.03% -334 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,728 shares; 2024Q4: 4,728 shares; 2025Q1: 4,728 shares; 2025Q2: 4,728 shares; 2025Q3: 4,728 shares; 2025Q4: 4,728 shares; 2026Q1: 4,666 shares; 2026Q2: 4,874 shares 4,874 $547K 0.03% +208 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,847 shares; 2024Q4: 8,487 shares; 2025Q1: 7,844 shares; 2025Q2: 7,698 shares; 2025Q3: 6,698 shares; 2025Q4: 6,698 shares; 2026Q1: 12,048 shares; 2026Q2: 12,048 shares 12,048 $546K 0.03% 0 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,334 shares; 2025Q3: 13,284 shares; 2025Q4: 12,184 shares; 2026Q1: 12,184 shares; 2026Q2: 12,184 shares 12,184 $545K 0.03% 0 Timeline KJAN 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: 10,526 shares; 2024Q4: 10,526 shares; 2025Q1: 10,272 shares; 2025Q2: 10,252 shares; 2025Q3: 9,486 shares; 2025Q4: 12,654 shares; 2026Q1: 12,405 shares; 2026Q2: 11,908 shares 11,908 $543K 0.03% -497 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: 2,527 shares; 2024Q4: 2,715 shares; 2025Q1: 2,786 shares; 2025Q2: 2,665 shares; 2025Q3: 2,691 shares; 2025Q4: 2,897 shares; 2026Q1: 2,861 shares; 2026Q2: 2,454 shares 2,454 $541K 0.03% -407 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,325 shares; 2025Q3: 1,969 shares; 2025Q4: 1,909 shares; 2026Q1: 2,107 shares; 2026Q2: 2,419 shares 2,419 $541K 0.03% +312 Timeline ZJAN 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: 18,323 shares; 2025Q2: 18,323 shares; 2025Q3: 18,323 shares; 2025Q4: 18,323 shares; 2026Q1: 19,323 shares; 2026Q2: 19,323 shares 19,323 $541K 0.03% 0 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: 5,791 shares; 2024Q4: 5,791 shares; 2025Q1: 5,791 shares; 2025Q2: 5,836 shares; 2025Q3: 5,836 shares; 2025Q4: 5,836 shares; 2026Q1: 6,009 shares; 2026Q2: 7,859 shares 7,859 $538K 0.03% +1,850 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,099 shares; 2024Q4: 5,014 shares; 2025Q1: 5,066 shares; 2025Q2: 10,154 shares; 2025Q3: 10,190 shares; 2025Q4: 10,244 shares; 2026Q1: 10,309 shares; 2026Q2: 11,109 shares 11,109 $534K 0.03% +800 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: not reported; 2024Q4: 1,298 shares; 2025Q1: 1,540 shares; 2025Q2: 3,120 shares; 2025Q3: 3,186 shares; 2025Q4: 3,157 shares; 2026Q1: 5,821 shares; 2026Q2: 6,104 shares 6,104 $531K 0.03% +283 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,192 shares; 2024Q4: 9,192 shares; 2025Q1: 7,518 shares; 2025Q2: 6,601 shares; 2025Q3: 6,601 shares; 2025Q4: 6,601 shares; 2026Q1: 6,107 shares; 2026Q2: 6,107 shares 6,107 $524K 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: 1,256 shares; 2024Q4: 1,020 shares; 2025Q1: 1,235 shares; 2025Q2: 1,125 shares; 2025Q3: 964 shares; 2025Q4: 783 shares; 2026Q1: 865 shares; 2026Q2: 1,024 shares 1,024 $522K 0.03% +159 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: 7,089 shares; 2024Q4: 7,033 shares; 2025Q1: 7,296 shares; 2025Q2: 6,960 shares; 2025Q3: 6,378 shares; 2025Q4: 6,388 shares; 2026Q1: 6,683 shares; 2026Q2: 6,691 shares 6,691 $516K 0.03% +8 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,386 shares; 2024Q4: 15,358 shares; 2025Q1: 15,343 shares; 2025Q2: 15,305 shares; 2025Q3: 15,305 shares; 2025Q4: 14,753 shares; 2026Q1: 14,753 shares; 2026Q2: 13,916 shares 13,916 $515K 0.03% -837 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,681 shares; 2024Q4: 12,681 shares; 2025Q1: 13,664 shares; 2025Q2: 14,929 shares; 2025Q3: 16,010 shares; 2025Q4: 15,391 shares; 2026Q1: 15,958 shares; 2026Q2: 16,152 shares 16,152 $513K 0.03% +194 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: 90,030 shares; 2024Q4: 28,136 shares; 2025Q1: 23,642 shares; 2025Q2: 29,833 shares; 2025Q3: 27,556 shares; 2025Q4: 26,057 shares; 2026Q1: 21,552 shares; 2026Q2: 21,069 shares 21,069 $509K 0.03% -483 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: 10,870 shares; 2024Q4: 10,870 shares; 2025Q1: 10,870 shares; 2025Q2: 16,894 shares; 2025Q3: 16,894 shares; 2025Q4: 16,705 shares; 2026Q1: 16,729 shares; 2026Q2: 16,729 shares 16,729 $505K 0.03% 0 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: 8,048 shares; 2024Q4: 7,648 shares; 2025Q1: 7,648 shares; 2025Q2: 7,470 shares; 2025Q3: 9,133 shares; 2025Q4: 9,133 shares; 2026Q1: 8,556 shares; 2026Q2: 10,317 shares 10,317 $504K 0.03% +1,761 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,840 shares; 2024Q4: 7,764 shares; 2025Q1: 7,788 shares; 2025Q2: 7,781 shares; 2025Q3: 7,782 shares; 2025Q4: 7,635 shares; 2026Q1: 7,603 shares; 2026Q2: 7,363 shares 7,363 $502K 0.03% -240 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,114 shares; 2026Q1: 5,114 shares; 2026Q2: 5,000 shares 5,000 $501K 0.03% -114 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: 84,974 shares; 2024Q4: 89,531 shares; 2025Q1: 75,675 shares; 2025Q2: 110,250 shares; 2025Q3: 79,808 shares; 2025Q4: 75,580 shares; 2026Q1: 39,894 shares; 2026Q2: 6,524 shares 6,524 $499K 0.03% -33,370 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,868 shares; 2024Q4: 13,868 shares; 2025Q1: 13,868 shares; 2025Q2: 12,951 shares; 2025Q3: 12,951 shares; 2025Q4: 12,951 shares; 2026Q1: 12,951 shares; 2026Q2: 12,951 shares 12,951 $499K 0.03% 0 Timeline KEMQ 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: 8,933 shares; 2025Q4: 16,903 shares; 2026Q1: 16,903 shares; 2026Q2: 19,303 shares 19,303 $499K 0.03% +2,400 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH 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: 16,237 shares; 2026Q1: 16,950 shares; 2026Q2: 17,427 shares 17,427 $497K 0.03% +477 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,013 shares; 2024Q4: 5,218 shares; 2025Q1: 5,223 shares; 2025Q2: 5,228 shares; 2025Q3: 5,217 shares; 2025Q4: 5,221 shares; 2026Q1: 5,224 shares; 2026Q2: 5,227 shares 5,227 $497K 0.03% +3 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: 4,298 shares; 2024Q4: 4,310 shares; 2025Q1: 4,347 shares; 2025Q2: 5,191 shares; 2025Q3: 5,207 shares; 2025Q4: 5,264 shares; 2026Q1: 4,901 shares; 2026Q2: 4,721 shares 4,721 $490K 0.03% -180 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,315 shares; 2024Q4: 2,861 shares; 2025Q1: 3,188 shares; 2025Q2: 3,162 shares; 2025Q3: 3,163 shares; 2025Q4: 3,167 shares; 2026Q1: 3,148 shares; 2026Q2: 3,134 shares 3,134 $484K 0.03% -14 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: 7,683 shares; 2024Q4: 8,233 shares; 2025Q1: 8,058 shares; 2025Q2: 6,471 shares; 2025Q3: 8,919 shares; 2025Q4: 8,938 shares; 2026Q1: 7,504 shares; 2026Q2: 5,823 shares 5,823 $481K 0.03% -1,681 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,286 shares; 2024Q4: 2,780 shares; 2025Q1: 2,780 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares; 2026Q1: 3,060 shares; 2026Q2: 3,092 shares 3,092 $480K 0.03% +32 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: 2,159 shares 2,159 $477K 0.03% new Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,194 shares 14,194 $474K 0.03% new Timeline VRP 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: 106,443 shares; 2024Q4: 19,773 shares; 2025Q1: 19,946 shares; 2025Q2: 19,642 shares; 2025Q3: 19,799 shares; 2025Q4: 19,261 shares; 2026Q1: 19,546 shares; 2026Q2: 19,470 shares 19,470 $473K 0.03% -76 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: 3,474 shares; 2024Q4: 3,225 shares; 2025Q1: 3,243 shares; 2025Q2: 2,743 shares; 2025Q3: 2,852 shares; 2025Q4: 2,843 shares; 2026Q1: 3,123 shares; 2026Q2: 3,604 shares 3,604 $463K 0.03% +481 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,880 shares; 2024Q4: not reported; 2025Q1: 5,774 shares; 2025Q2: 8,546 shares; 2025Q3: 6,811 shares; 2025Q4: 6,579 shares; 2026Q1: 7,162 shares; 2026Q2: 7,359 shares 7,359 $463K 0.03% +197 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: 2,066 shares 2,066 $463K 0.03% new 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: 5,060 shares; 2024Q4: 4,044 shares; 2025Q1: 4,536 shares; 2025Q2: 4,867 shares; 2025Q3: not reported; 2025Q4: 4,611 shares; 2026Q1: 6,833 shares; 2026Q2: 7,989 shares 7,989 $460K 0.03% +1,156 Timeline IONQ IONQ INC More: the full row for IONQ 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: 5,817 shares; 2025Q4: 6,406 shares; 2026Q1: 7,850 shares; 2026Q2: 8,479 shares 8,479 $452K 0.03% +629 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 739 shares; 2024Q4: 738 shares; 2025Q1: 622 shares; 2025Q2: 709 shares; 2025Q3: 693 shares; 2025Q4: 3,397 shares; 2026Q1: 3,229 shares; 2026Q2: 4,490 shares 4,490 $446K 0.03% +1,261 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,639 shares; 2024Q4: 2,531 shares; 2025Q1: 2,433 shares; 2025Q2: 1,677 shares; 2025Q3: 990 shares; 2025Q4: 850 shares; 2026Q1: 832 shares; 2026Q2: 856 shares 856 $441K 0.03% +24 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,971 shares 5,971 $441K 0.03% new 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: 4,069 shares; 2024Q4: 3,458 shares; 2025Q1: 4,194 shares; 2025Q2: 4,157 shares; 2025Q3: 3,648 shares; 2025Q4: 2,730 shares; 2026Q1: 2,900 shares; 2026Q2: 3,006 shares 3,006 $441K 0.03% +106 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: 1,333 shares; 2024Q4: 1,127 shares; 2025Q1: 1,113 shares; 2025Q2: 1,412 shares; 2025Q3: 1,443 shares; 2025Q4: 1,407 shares; 2026Q1: 1,600 shares; 2026Q2: 1,619 shares 1,619 $440K 0.03% +19 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,750 shares; 2024Q4: 21,022 shares; 2025Q1: 14,022 shares; 2025Q2: 15,244 shares; 2025Q3: 12,072 shares; 2025Q4: 7,550 shares; 2026Q1: 9,550 shares; 2026Q2: 8,600 shares 8,600 $439K 0.03% -950 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: 638 shares; 2024Q4: 634 shares; 2025Q1: 650 shares; 2025Q2: 669 shares; 2025Q3: 686 shares; 2025Q4: 690 shares; 2026Q1: 724 shares; 2026Q2: 844 shares 844 $438K 0.03% +120 Timeline TOCT 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: 16,055 shares; 2026Q1: 16,055 shares; 2026Q2: 16,055 shares 16,055 $434K 0.03% 0 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,048 shares; 2025Q4: 11,848 shares; 2026Q1: 18,397 shares; 2026Q2: 18,397 shares 18,397 $431K 0.03% 0 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: 2,741 shares; 2024Q4: 2,173 shares; 2025Q1: 2,167 shares; 2025Q2: 2,168 shares; 2025Q3: 2,148 shares; 2025Q4: 2,113 shares; 2026Q1: 2,022 shares; 2026Q2: 1,931 shares 1,931 $430K 0.03% -91 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: 20,091 shares; 2024Q4: 18,816 shares; 2025Q1: 16,098 shares; 2025Q2: 16,098 shares; 2025Q3: 15,054 shares; 2025Q4: 14,950 shares; 2026Q1: 14,950 shares; 2026Q2: 14,283 shares 14,283 $428K 0.03% -667 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,499 shares; 2024Q4: 7,499 shares; 2025Q1: 7,499 shares; 2025Q2: 7,499 shares; 2025Q3: 8,174 shares; 2025Q4: 8,174 shares; 2026Q1: 8,137 shares; 2026Q2: 10,492 shares 10,492 $428K 0.03% +2,355 Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,069 shares; 2024Q4: 11,272 shares; 2025Q1: 11,272 shares; 2025Q2: 11,272 shares; 2025Q3: 11,272 shares; 2025Q4: 11,359 shares; 2026Q1: 11,359 shares; 2026Q2: 11,359 shares 11,359 $422K 0.03% 0 Timeline DTAN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,407 shares; 2026Q2: 13,407 shares 13,407 $422K 0.03% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,169 shares; 2024Q4: 3,186 shares; 2025Q1: 3,678 shares; 2025Q2: 3,728 shares; 2025Q3: 3,778 shares; 2025Q4: 3,773 shares; 2026Q1: 3,768 shares; 2026Q2: 3,688 shares 3,688 $421K 0.03% -80 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,403 shares; 2024Q4: 3,352 shares; 2025Q1: 4,759 shares; 2025Q2: 4,735 shares; 2025Q3: 4,735 shares; 2025Q4: 4,764 shares; 2026Q1: 4,717 shares; 2026Q2: 4,706 shares 4,706 $421K 0.03% -11 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,154 shares; 2024Q4: 1,050 shares; 2025Q1: 1,057 shares; 2025Q2: 1,065 shares; 2025Q3: 1,035 shares; 2025Q4: 1,039 shares; 2026Q1: 1,043 shares; 2026Q2: 1,043 shares 1,043 $420K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,842 shares; 2025Q4: 7,842 shares; 2026Q1: 7,554 shares; 2026Q2: 9,341 shares 9,341 $418K 0.03% +1,787 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: 378 shares; 2025Q1: 387 shares; 2025Q2: 398 shares; 2025Q3: 399 shares; 2025Q4: 401 shares; 2026Q1: 427 shares; 2026Q2: 435 shares 435 $418K 0.03% +8 Timeline NASA TEMA ETF TRUST More: the full row for TEMA 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: 13,556 shares 13,556 $412K 0.03% new Timeline ZDEK 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: 16,990 shares; 2025Q1: 14,091 shares; 2025Q2: 14,301 shares; 2025Q3: 14,281 shares; 2025Q4: 16,373 shares; 2026Q1: 16,381 shares; 2026Q2: 15,516 shares 15,516 $410K 0.03% -865 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,754 shares; 2024Q4: 18,866 shares; 2025Q1: 16,249 shares; 2025Q2: 16,145 shares; 2025Q3: 16,250 shares; 2025Q4: 16,404 shares; 2026Q1: 16,290 shares; 2026Q2: 16,367 shares 16,367 $409K 0.03% +77 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: 12,604 shares; 2025Q3: 10,231 shares; 2025Q4: 10,231 shares; 2026Q1: 15,703 shares; 2026Q2: 15,703 shares 15,703 $408K 0.02% 0 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: 33,141 shares; 2024Q4: 32,478 shares; 2025Q1: 31,128 shares; 2025Q2: 31,128 shares; 2025Q3: 31,128 shares; 2025Q4: 11,850 shares; 2026Q1: 11,850 shares; 2026Q2: 10,850 shares 10,850 $405K 0.02% -1,000 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,954 shares; 2024Q4: 13,703 shares; 2025Q1: 13,663 shares; 2025Q2: 13,555 shares; 2025Q3: 13,555 shares; 2025Q4: 13,219 shares; 2026Q1: 13,112 shares; 2026Q2: 11,779 shares 11,779 $402K 0.02% -1,333 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,698 shares; 2025Q1: 10,733 shares; 2025Q2: 10,781 shares; 2025Q3: 10,820 shares; 2025Q4: 10,864 shares; 2026Q1: 10,900 shares; 2026Q2: 10,938 shares 10,938 $400K 0.02% +38 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,054 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,060 shares; 2026Q2: 4,060 shares 4,060 $393K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,968 shares; 2025Q2: not reported; 2025Q3: 2,488 shares; 2025Q4: 2,612 shares; 2026Q1: 2,880 shares; 2026Q2: 2,870 shares 2,870 $393K 0.02% -10 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: 3,884 shares; 2024Q4: 3,870 shares; 2025Q1: 3,880 shares; 2025Q2: 3,905 shares; 2025Q3: 3,880 shares; 2025Q4: 3,901 shares; 2026Q1: 3,919 shares; 2026Q2: 3,989 shares 3,989 $387K 0.02% +70 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: 26,951 shares; 2024Q4: 11,098 shares; 2025Q1: 9,798 shares; 2025Q2: 10,504 shares; 2025Q3: 7,740 shares; 2025Q4: 7,740 shares; 2026Q1: 7,740 shares; 2026Q2: 7,232 shares 7,232 $385K 0.02% -508 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,953 shares 3,953 $385K 0.02% new 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: 956 shares; 2024Q4: 960 shares; 2025Q1: 965 shares; 2025Q2: 964 shares; 2025Q3: 885 shares; 2025Q4: 765 shares; 2026Q1: 769 shares; 2026Q2: 777 shares 777 $385K 0.02% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 777 shares; 2026Q1: 896 shares; 2026Q2: 1,024 shares 1,024 $383K 0.02% +128 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: not reported; 2025Q1: 5,958 shares; 2025Q2: 5,706 shares; 2025Q3: 6,066 shares; 2025Q4: not reported; 2026Q1: 6,681 shares; 2026Q2: 6,954 shares 6,954 $382K 0.02% +273 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: 2,169 shares; 2025Q1: 2,172 shares; 2025Q2: 2,175 shares; 2025Q3: 1,761 shares; 2025Q4: 1,652 shares; 2026Q1: 1,776 shares; 2026Q2: 1,756 shares 1,756 $380K 0.02% -20 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,271 shares; 2024Q4: 12,746 shares; 2025Q1: 12,481 shares; 2025Q2: 11,419 shares; 2025Q3: 10,610 shares; 2025Q4: 10,610 shares; 2026Q1: 10,610 shares; 2026Q2: 10,548 shares 10,548 $380K 0.02% -62 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,517 shares; 2024Q4: 3,517 shares; 2025Q1: 3,196 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares; 2026Q2: 2,875 shares 2,875 $377K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 897 shares; 2024Q4: 886 shares; 2025Q1: 811 shares; 2025Q2: 819 shares; 2025Q3: 813 shares; 2025Q4: 825 shares; 2026Q1: 823 shares; 2026Q2: 816 shares 816 $375K 0.02% -7 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,473 shares; 2024Q4: 2,678 shares; 2025Q1: 2,567 shares; 2025Q2: 2,553 shares; 2025Q3: 2,509 shares; 2025Q4: 2,525 shares; 2026Q1: 2,541 shares; 2026Q2: 2,613 shares 2,613 $374K 0.02% +72 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,506 shares; 2024Q4: 4,462 shares; 2025Q1: 4,447 shares; 2025Q2: 4,447 shares; 2025Q3: 4,412 shares; 2025Q4: 4,412 shares; 2026Q1: 4,412 shares; 2026Q2: 4,412 shares 4,412 $370K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $368K 0.02% 0 Timeline ZMAR 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: 8,446 shares; 2025Q3: 8,446 shares; 2025Q4: 8,446 shares; 2026Q1: 11,447 shares; 2026Q2: 13,012 shares 13,012 $367K 0.02% +1,565 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: 1,617 shares; 2024Q4: 1,649 shares; 2025Q1: 1,563 shares; 2025Q2: 1,411 shares; 2025Q3: 1,275 shares; 2025Q4: 1,133 shares; 2026Q1: 1,170 shares; 2026Q2: 1,164 shares 1,164 $364K 0.02% -6 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,718 shares; 2024Q4: 7,700 shares; 2025Q1: 8,132 shares; 2025Q2: 8,128 shares; 2025Q3: 6,928 shares; 2025Q4: 4,978 shares; 2026Q1: 5,107 shares; 2026Q2: 4,184 shares 4,184 $364K 0.02% -923 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,854 shares; 2025Q1: not reported; 2025Q2: 5,804 shares; 2025Q3: 5,804 shares; 2025Q4: 5,805 shares; 2026Q1: 5,805 shares; 2026Q2: 5,805 shares 5,805 $364K 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: 100,091 shares; 2024Q4: 97,645 shares; 2025Q1: 11,033 shares; 2025Q2: 5,248 shares; 2025Q3: 10,249 shares; 2025Q4: 9,365 shares; 2026Q1: 8,214 shares; 2026Q2: 4,694 shares 4,694 $363K 0.02% -3,520 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 255 shares; 2026Q1: 259 shares; 2026Q2: 262 shares 262 $362K 0.02% +3 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS 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: 36,138 shares; 2025Q4: 47,110 shares; 2026Q1: 47,728 shares; 2026Q2: 45,958 shares 45,958 $361K 0.02% -1,770 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,290 shares; 2024Q4: 33,290 shares; 2025Q1: 33,162 shares; 2025Q2: 32,798 shares; 2025Q3: 32,798 shares; 2025Q4: 8,298 shares; 2026Q1: 8,298 shares; 2026Q2: 7,798 shares 7,798 $359K 0.02% -500 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,999 shares; 2025Q4: 9,999 shares; 2026Q1: 14,260 shares; 2026Q2: 14,260 shares 14,260 $358K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,797 shares; 2026Q1: 2,479 shares; 2026Q2: 2,548 shares 2,548 $357K 0.02% +69 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,057 shares; 2024Q4: 5,600 shares; 2025Q1: 5,573 shares; 2025Q2: 4,123 shares; 2025Q3: 3,488 shares; 2025Q4: 6,152 shares; 2026Q1: 6,195 shares; 2026Q2: 6,673 shares 6,673 $354K 0.02% +478 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,221 shares; 2025Q1: 11,865 shares; 2025Q2: 9,993 shares; 2025Q3: 10,131 shares; 2025Q4: 11,348 shares; 2026Q1: 10,410 shares; 2026Q2: 10,344 shares 10,344 $344K 0.02% -66 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,205 shares; 2024Q4: 4,206 shares; 2025Q1: 4,206 shares; 2025Q2: 4,207 shares; 2025Q3: 4,207 shares; 2025Q4: 4,454 shares; 2026Q1: 4,454 shares; 2026Q2: 4,157 shares 4,157 $343K 0.02% -297 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,163 shares; 2024Q4: 18,371 shares; 2025Q1: 18,584 shares; 2025Q2: 18,426 shares; 2025Q3: 18,567 shares; 2025Q4: 18,811 shares; 2026Q1: 19,095 shares; 2026Q2: 18,525 shares 18,525 $343K 0.02% -570 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: 1,115 shares; 2024Q4: 1,090 shares; 2025Q1: 1,097 shares; 2025Q2: 1,098 shares; 2025Q3: 1,101 shares; 2025Q4: 1,051 shares; 2026Q1: 1,090 shares; 2026Q2: 1,085 shares 1,085 $341K 0.02% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,795 shares; 2026Q2: 5,795 shares 5,795 $341K 0.02% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,526 shares; 2024Q4: 8,687 shares; 2025Q1: 8,830 shares; 2025Q2: 7,164 shares; 2025Q3: 5,908 shares; 2025Q4: 4,577 shares; 2026Q1: 4,641 shares; 2026Q2: 4,405 shares 4,405 $340K 0.02% -236 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: 2,270 shares; 2024Q4: 2,337 shares; 2025Q1: 2,328 shares; 2025Q2: 2,399 shares; 2025Q3: 2,438 shares; 2025Q4: 2,466 shares; 2026Q1: 2,526 shares; 2026Q2: 2,676 shares 2,676 $339K 0.02% +150 Timeline AJAN 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: 11,903 shares; 2026Q2: 11,903 shares 11,903 $338K 0.02% 0 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: 12,625 shares; 2024Q4: 12,225 shares; 2025Q1: 11,691 shares; 2025Q2: 11,080 shares; 2025Q3: 9,637 shares; 2025Q4: 9,095 shares; 2026Q1: 9,402 shares; 2026Q2: 8,833 shares 8,833 $336K 0.02% -569 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: 9,221 shares; 2024Q4: 9,425 shares; 2025Q1: 9,318 shares; 2025Q2: 9,316 shares; 2025Q3: 9,284 shares; 2025Q4: 9,302 shares; 2026Q1: 9,405 shares; 2026Q2: 10,492 shares 10,492 $335K 0.02% +1,087 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: 6,447 shares; 2024Q4: 6,041 shares; 2025Q1: 6,041 shares; 2025Q2: 5,690 shares; 2025Q3: 9,501 shares; 2025Q4: 8,289 shares; 2026Q1: 5,690 shares; 2026Q2: 6,058 shares 6,058 $329K 0.02% +368 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: 454,703 shares; 2024Q4: 425,098 shares; 2025Q1: 155,393 shares; 2025Q2: 19,374 shares; 2025Q3: 13,286 shares; 2025Q4: 8,141 shares; 2026Q1: 7,582 shares; 2026Q2: 6,497 shares 6,497 $329K 0.02% -1,085 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: not reported; 2026Q2: 1,641 shares 1,641 $328K 0.02% new Timeline HEWJ 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: 4,914 shares; 2025Q1: 4,914 shares; 2025Q2: 4,914 shares; 2025Q3: 4,942 shares; 2025Q4: 5,068 shares; 2026Q1: 5,068 shares; 2026Q2: 5,068 shares 5,068 $327K 0.02% 0 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: 3,322 shares; 2024Q4: not reported; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,938 shares; 2025Q4: 3,933 shares; 2026Q1: 3,889 shares; 2026Q2: 3,889 shares 3,889 $326K 0.02% 0 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: 654 shares; 2024Q4: 664 shares; 2025Q1: 673 shares; 2025Q2: 685 shares; 2025Q3: 690 shares; 2025Q4: 678 shares; 2026Q1: 690 shares; 2026Q2: 776 shares 776 $322K 0.02% +86 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 31,699 shares; 2026Q1: 32,882 shares; 2026Q2: 29,563 shares 29,563 $321K 0.02% -3,319 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 14,821 shares; 2025Q4: 15,644 shares; 2026Q1: 15,866 shares; 2026Q2: 16,625 shares 16,625 $321K 0.02% +759 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,377 shares; 2024Q4: not reported; 2025Q1: 11,086 shares; 2025Q2: 21,090 shares; 2025Q3: 15,371 shares; 2025Q4: 20,953 shares; 2026Q1: 19,289 shares; 2026Q2: 20,741 shares 20,741 $320K 0.02% +1,452 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares; 2026Q1: 233 shares; 2026Q2: 234 shares 234 $318K 0.02% +1 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 762 shares; 2026Q2: 764 shares 764 $318K 0.02% +2 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: 13,402 shares; 2024Q4: 13,890 shares; 2025Q1: 13,972 shares; 2025Q2: 6,872 shares; 2025Q3: 7,151 shares; 2025Q4: 9,996 shares; 2026Q1: 5,815 shares; 2026Q2: 6,194 shares 6,194 $316K 0.02% +379 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: 780 shares; 2024Q4: 489 shares; 2025Q1: 499 shares; 2025Q2: 497 shares; 2025Q3: 499 shares; 2025Q4: 596 shares; 2026Q1: 603 shares; 2026Q2: 615 shares 615 $313K 0.02% +12 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: 11,394 shares; 2024Q4: 9,394 shares; 2025Q1: 9,274 shares; 2025Q2: 9,274 shares; 2025Q3: 9,681 shares; 2025Q4: 9,681 shares; 2026Q1: 9,006 shares; 2026Q2: 8,678 shares 8,678 $312K 0.02% -328 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: 3,152 shares; 2024Q4: 2,884 shares; 2025Q1: 2,927 shares; 2025Q2: 2,911 shares; 2025Q3: 2,930 shares; 2025Q4: 2,923 shares; 2026Q1: 2,953 shares; 2026Q2: 2,654 shares 2,654 $311K 0.02% -299 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: 12,262 shares; 2024Q4: 12,236 shares; 2025Q1: 14,688 shares; 2025Q2: 15,231 shares; 2025Q3: 15,703 shares; 2025Q4: 14,641 shares; 2026Q1: 15,437 shares; 2026Q2: 15,021 shares 15,021 $311K 0.02% -416 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: 867 shares; 2024Q4: 868 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 958 shares; 2025Q4: 1,003 shares; 2026Q1: 1,005 shares; 2026Q2: 3,831 shares 3,831 $309K 0.02% +2,826 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,389 shares; 2024Q4: 5,510 shares; 2025Q1: 5,700 shares; 2025Q2: 5,672 shares; 2025Q3: 5,537 shares; 2025Q4: 7,145 shares; 2026Q1: 7,357 shares; 2026Q2: 7,226 shares 7,226 $308K 0.02% -131 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,107 shares; 2024Q4: 22,148 shares; 2025Q1: 20,564 shares; 2025Q2: 21,871 shares; 2025Q3: 22,015 shares; 2025Q4: 18,311 shares; 2026Q1: 16,740 shares; 2026Q2: 16,437 shares 16,437 $308K 0.02% -303 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: 25,358 shares; 2024Q4: 10,960 shares; 2025Q1: 10,024 shares; 2025Q2: 9,977 shares; 2025Q3: 11,743 shares; 2025Q4: 11,578 shares; 2026Q1: 12,122 shares; 2026Q2: 12,782 shares 12,782 $308K 0.02% +660 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: 4,076 shares; 2024Q4: 13,028 shares; 2025Q1: 12,230 shares; 2025Q2: 12,951 shares; 2025Q3: 11,655 shares; 2025Q4: 11,752 shares; 2026Q1: 11,792 shares; 2026Q2: 10,432 shares 10,432 $307K 0.02% -1,360 Timeline NNOV 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: 9,764 shares; 2025Q1: 9,153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,361 shares; 2026Q1: 11,584 shares; 2026Q2: 9,722 shares 9,722 $306K 0.02% -1,862 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598 shares; 2024Q4: 595 shares; 2025Q1: 599 shares; 2025Q2: 600 shares; 2025Q3: 601 shares; 2025Q4: 600 shares; 2026Q1: 609 shares; 2026Q2: 622 shares 622 $306K 0.02% +13 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 9,027 shares; 2025Q4: 20,886 shares; 2026Q1: 22,651 shares; 2026Q2: 22,896 shares 22,896 $305K 0.02% +245 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: 2,672 shares; 2024Q4: 1,822 shares; 2025Q1: 1,881 shares; 2025Q2: 2,109 shares; 2025Q3: 2,278 shares; 2025Q4: 2,183 shares; 2026Q1: 2,195 shares; 2026Q2: 2,229 shares 2,229 $302K 0.02% +34 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,400 shares; 2025Q3: 11,900 shares; 2025Q4: 11,222 shares; 2026Q1: 11,061 shares; 2026Q2: 10,900 shares 10,900 $298K 0.02% -161 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,755 shares; 2024Q4: 12,604 shares; 2025Q1: 13,960 shares; 2025Q2: 13,503 shares; 2025Q3: 13,303 shares; 2025Q4: 14,056 shares; 2026Q1: 14,136 shares; 2026Q2: 17,143 shares 17,143 $297K 0.02% +3,007 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: 22,001 shares; 2024Q4: 22,483 shares; 2025Q1: 38,421 shares; 2025Q2: 76,099 shares; 2025Q3: 61,809 shares; 2025Q4: 61,887 shares; 2026Q1: 4,700 shares; 2026Q2: 3,588 shares 3,588 $297K 0.02% -1,112 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: not reported; 2024Q4: not reported; 2025Q1: 3,014 shares; 2025Q2: 3,019 shares; 2025Q3: 3,024 shares; 2025Q4: 3,028 shares; 2026Q1: 3,088 shares; 2026Q2: 3,180 shares 3,180 $293K 0.02% +92 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,150 shares; 2024Q4: 24,202 shares; 2025Q1: 23,602 shares; 2025Q2: 17,502 shares; 2025Q3: 16,002 shares; 2025Q4: 14,029 shares; 2026Q1: 14,029 shares; 2026Q2: 12,992 shares 12,992 $290K 0.02% -1,037 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658 shares; 2024Q4: 572 shares; 2025Q1: not reported; 2025Q2: 595 shares; 2025Q3: 575 shares; 2025Q4: 576 shares; 2026Q1: 557 shares; 2026Q2: 552 shares 552 $289K 0.02% -5 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: 984 shares; 2024Q4: not reported; 2025Q1: 809 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 767 shares; 2026Q1: 823 shares; 2026Q2: 811 shares 811 $287K 0.02% -12 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,936 shares; 2024Q4: not reported; 2025Q1: 2,945 shares; 2025Q2: 2,789 shares; 2025Q3: 2,789 shares; 2025Q4: 2,811 shares; 2026Q1: 2,811 shares; 2026Q2: 3,065 shares 3,065 $286K 0.02% +254 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824 shares; 2024Q4: 790 shares; 2025Q1: 796 shares; 2025Q2: 795 shares; 2025Q3: 796 shares; 2025Q4: 778 shares; 2026Q1: 780 shares; 2026Q2: 785 shares 785 $285K 0.02% +5 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: 4,305 shares; 2024Q4: 4,111 shares; 2025Q1: 3,714 shares; 2025Q2: 4,496 shares; 2025Q3: 4,559 shares; 2025Q4: 4,449 shares; 2026Q1: 4,760 shares; 2026Q2: 4,890 shares 4,890 $283K 0.02% +130 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,803 shares; 2025Q4: 32,138 shares; 2026Q1: 28,083 shares; 2026Q2: 31,606 shares 31,606 $282K 0.02% +3,523 Timeline NOCT 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: 5,128 shares; 2024Q4: 15,874 shares; 2025Q1: 13,119 shares; 2025Q2: 5,591 shares; 2025Q3: 5,403 shares; 2025Q4: 7,180 shares; 2026Q1: 6,515 shares; 2026Q2: 4,498 shares 4,498 $281K 0.02% -2,017 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,123 shares; 2025Q4: 1,144 shares; 2026Q1: 1,155 shares; 2026Q2: 1,233 shares 1,233 $280K 0.02% +78 Timeline SCHI 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: 7,584 shares; 2024Q4: 14,860 shares; 2025Q1: 14,860 shares; 2025Q2: 14,372 shares; 2025Q3: 14,091 shares; 2025Q4: 12,498 shares; 2026Q1: 12,301 shares; 2026Q2: 12,309 shares 12,309 $279K 0.02% +8 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,462 shares; 2026Q2: 1,462 shares 1,462 $275K 0.02% 0 Timeline VCLT 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: 16,377 shares; 2024Q4: 16,622 shares; 2025Q1: 14,207 shares; 2025Q2: 9,760 shares; 2025Q3: 7,080 shares; 2025Q4: 7,460 shares; 2026Q1: 5,376 shares; 2026Q2: 3,659 shares 3,659 $275K 0.02% -1,717 Timeline TJUL 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: 10,092 shares; 2025Q4: 10,092 shares; 2026Q1: 10,092 shares; 2026Q2: 9,092 shares 9,092 $275K 0.02% -1,000 Timeline PBW 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: 14,046 shares; 2024Q4: not reported; 2025Q1: 12,634 shares; 2025Q2: 11,949 shares; 2025Q3: 10,900 shares; 2025Q4: 8,788 shares; 2026Q1: 7,870 shares; 2026Q2: 7,004 shares 7,004 $273K 0.02% -866 Timeline ZJUN 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: 9,905 shares 9,905 $271K 0.02% new Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,155 shares; 2026Q2: 7,155 shares 7,155 $268K 0.02% 0 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: 2,120 shares; 2024Q4: not reported; 2025Q1: 2,142 shares; 2025Q2: 2,869 shares; 2025Q3: 2,675 shares; 2025Q4: 2,609 shares; 2026Q1: 2,717 shares; 2026Q2: 2,604 shares 2,604 $266K 0.02% -113 Timeline DDFD 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: 13,266 shares; 2026Q1: 13,266 shares; 2026Q2: 13,266 shares 13,266 $265K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,324 shares; 2025Q3: 2,325 shares; 2025Q4: 2,326 shares; 2026Q1: 2,399 shares; 2026Q2: 2,400 shares 2,400 $265K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: 2,546 shares; 2025Q2: 2,533 shares; 2025Q3: 2,518 shares; 2025Q4: 2,531 shares; 2026Q1: 2,636 shares; 2026Q2: 2,740 shares 2,740 $264K 0.02% +104 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,802 shares; 2025Q1: 8,965 shares; 2025Q2: 9,159 shares; 2025Q3: 9,359 shares; 2025Q4: 9,565 shares; 2026Q1: 9,755 shares; 2026Q2: 9,940 shares 9,940 $262K 0.02% +185 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: 841 shares; 2024Q4: 579 shares; 2025Q1: 735 shares; 2025Q2: 778 shares; 2025Q3: 774 shares; 2025Q4: 740 shares; 2026Q1: 771 shares; 2026Q2: 830 shares 830 $261K 0.02% +59 Timeline PNOV 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: 5,943 shares; 2024Q4: 6,911 shares; 2025Q1: 6,895 shares; 2025Q2: 6,179 shares; 2025Q3: 6,038 shares; 2025Q4: 6,176 shares; 2026Q1: 5,874 shares; 2026Q2: 5,791 shares 5,791 $257K 0.02% -83 Timeline TAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares; 2026Q1: 9,700 shares; 2026Q2: 9,700 shares 9,700 $257K 0.02% 0 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: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 461 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $254K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,086 shares; 2025Q4: 3,107 shares; 2026Q1: 3,400 shares; 2026Q2: 3,351 shares 3,351 $253K 0.02% -49 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,262 shares; 2024Q4: 14,262 shares; 2025Q1: 12,400 shares; 2025Q2: 9,825 shares; 2025Q3: 9,065 shares; 2025Q4: 8,307 shares; 2026Q1: 8,307 shares; 2026Q2: 8,307 shares 8,307 $250K 0.02% 0 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: 53 shares; 2024Q4: 53 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 53 shares; 2026Q2: 1,401 shares 1,401 $250K 0.02% +1,348 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 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 $248K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 1,109 shares; 2025Q4: 2,066 shares; 2026Q1: 1,472 shares; 2026Q2: 991 shares 991 $246K 0.02% -481 Timeline ALRS ALERUS FINL CORP More: the full row for ALERUS FINL 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: 7,912 shares 7,912 $246K 0.02% new Timeline AYA AYA GOLD & SILVER INC More: the full row for AYA GOLD & SILVER 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: 12,977 shares 12,977 $246K 0.02% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,241 shares 9,241 $245K 0.02% new Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,375 shares; 2024Q4: 16,222 shares; 2025Q1: 16,222 shares; 2025Q2: 21,222 shares; 2025Q3: 21,276 shares; 2025Q4: 21,310 shares; 2026Q1: 19,163 shares; 2026Q2: 18,271 shares 18,271 $245K 0.01% -892 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 2,041 shares; 2026Q1: 2,026 shares; 2026Q2: 2,323 shares 2,323 $243K 0.01% +297 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,122 shares; 2026Q2: 1,140 shares 1,140 $243K 0.01% +18 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 404 shares; 2025Q1: 406 shares; 2025Q2: 951 shares; 2025Q3: 990 shares; 2025Q4: 628 shares; 2026Q1: 493 shares; 2026Q2: 432 shares 432 $242K 0.01% -61 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: 2,549 shares; 2025Q1: 2,678 shares; 2025Q2: 2,683 shares; 2025Q3: 2,687 shares; 2025Q4: 2,617 shares; 2026Q1: 2,621 shares; 2026Q2: 2,532 shares 2,532 $242K 0.01% -89 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,518 shares 11,518 $239K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 774 shares 774 $237K 0.01% new Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,590 shares; 2025Q1: 7,265 shares; 2025Q2: 7,590 shares; 2025Q3: 9,475 shares; 2025Q4: 7,695 shares; 2026Q1: 6,525 shares; 2026Q2: 5,650 shares 5,650 $237K 0.01% -875 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,087 shares; 2024Q4: 12,242 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,411 shares; 2026Q2: 4,328 shares 4,328 $237K 0.01% -83 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,646 shares; 2024Q4: 2,683 shares; 2025Q1: 2,612 shares; 2025Q2: 2,338 shares; 2025Q3: 1,513 shares; 2025Q4: 1,273 shares; 2026Q1: 1,178 shares; 2026Q2: 1,153 shares 1,153 $236K 0.01% -25 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW 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: 16,207 shares; 2026Q2: 25,070 shares 25,070 $235K 0.01% +8,863 Timeline EAOM 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: 7,248 shares; 2025Q3: 7,305 shares; 2025Q4: 7,419 shares; 2026Q1: 7,419 shares; 2026Q2: 7,464 shares 7,464 $235K 0.01% +45 Timeline NJUN 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: 7,081 shares 7,081 $233K 0.01% new Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,053 shares; 2024Q4: 15,499 shares; 2025Q1: 13,237 shares; 2025Q2: 12,570 shares; 2025Q3: 12,570 shares; 2025Q4: 12,576 shares; 2026Q1: 12,579 shares; 2026Q2: 12,583 shares 12,583 $232K 0.01% +4 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,976 shares; 2025Q4: 8,976 shares; 2026Q1: 8,976 shares; 2026Q2: 8,976 shares 8,976 $232K 0.01% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,808 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,829 shares 1,829 $232K 0.01% new Timeline SITM SITIME CORP More: the full row for SITIME 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: 311 shares 311 $232K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,322 shares; 2026Q1: 2,301 shares; 2026Q2: 2,479 shares 2,479 $232K 0.01% +178 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 426 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 449 shares; 2026Q2: 463 shares 463 $230K 0.01% +14 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: 1,925 shares; 2024Q4: 1,670 shares; 2025Q1: 1,450 shares; 2025Q2: 1,384 shares; 2025Q3: 1,318 shares; 2025Q4: 1,343 shares; 2026Q1: not reported; 2026Q2: 1,233 shares 1,233 $228K 0.01% new Timeline NMAY 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: 7,665 shares 7,665 $227K 0.01% new 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: 2,504 shares; 2024Q4: 2,234 shares; 2025Q1: 2,642 shares; 2025Q2: 2,623 shares; 2025Q3: 2,625 shares; 2025Q4: 2,627 shares; 2026Q1: 2,631 shares; 2026Q2: 2,062 shares 2,062 $226K 0.01% -569 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,048 shares; 2025Q2: 7,535 shares; 2025Q3: 6,395 shares; 2025Q4: 6,388 shares; 2026Q1: 5,863 shares; 2026Q2: 5,842 shares 5,842 $226K 0.01% -21 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,764 shares; 2024Q4: 4,507 shares; 2025Q1: 4,507 shares; 2025Q2: 4,577 shares; 2025Q3: 4,579 shares; 2025Q4: 4,632 shares; 2026Q1: 4,632 shares; 2026Q2: 4,632 shares 4,632 $225K 0.01% 0 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: 6,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,606 shares 4,606 $224K 0.01% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,975 shares; 2024Q4: 8,975 shares; 2025Q1: 8,975 shares; 2025Q2: 8,975 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,140 shares 4,140 $224K 0.01% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION 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: 1,873 shares; 2025Q4: 1,873 shares; 2026Q1: 1,873 shares; 2026Q2: 1,873 shares 1,873 $222K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: 1,842 shares; 2025Q4: not reported; 2026Q1: 1,889 shares; 2026Q2: 1,897 shares 1,897 $222K 0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,156 shares; 2026Q2: 13,504 shares 13,504 $221K 0.01% +348 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED 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: 638 shares; 2026Q2: 649 shares 649 $221K 0.01% +11 Timeline UOCT 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: 5,377 shares; 2026Q1: 5,377 shares; 2026Q2: 5,373 shares 5,373 $221K 0.01% -4 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,976 shares; 2026Q1: 7,976 shares; 2026Q2: 7,976 shares 7,976 $220K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,385 shares; 2026Q1: not reported; 2026Q2: 1,340 shares 1,340 $220K 0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,251 shares; 2026Q2: 1,263 shares 1,263 $220K 0.01% +12 Timeline EUV CORGI ETF TR I More: the full row for CORGI 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,875 shares 6,875 $220K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,243 shares; 2025Q4: 1,258 shares; 2026Q1: 1,256 shares; 2026Q2: 1,272 shares 1,272 $219K 0.01% +16 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL 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: 4,566 shares 4,566 $218K 0.01% new Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,680 shares 4,680 $218K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,525 shares 4,525 $215K 0.01% new Timeline NFEB 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: 15,791 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,076 shares 7,076 $215K 0.01% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,311 shares; 2026Q1: not reported; 2026Q2: 8,858 shares 8,858 $213K 0.01% new Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,731 shares; 2026Q1: 7,731 shares; 2026Q2: 7,731 shares 7,731 $212K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 489 shares 489 $209K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,458 shares 3,458 $208K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,728 shares 1,728 $208K 0.01% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 322 shares 322 $207K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 872 shares 872 $207K 0.01% new Timeline KLAC KLA CORP More: the full row for KLA 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: 679 shares 679 $205K 0.01% new Timeline