AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,526 shares; 2024Q4: 216,822 shares; 2025Q1: 217,548 shares; 2025Q2: 406,726 shares; 2025Q3: 409,297 shares; 2025Q4: 398,506 shares; 2026Q1: 401,244 shares; 2026Q2: 403,814 shares 403,814 $117M 4.61% +2,570 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: 89,710 shares; 2024Q4: 88,852 shares; 2025Q1: 88,095 shares; 2025Q2: 92,894 shares; 2025Q3: 99,683 shares; 2025Q4: 103,367 shares; 2026Q1: 105,311 shares; 2026Q2: 114,825 shares 114,825 $86M 3.4% +9,514 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,881 shares; 2024Q4: 150,477 shares; 2025Q1: 126,671 shares; 2025Q2: 104,243 shares; 2025Q3: 103,252 shares; 2025Q4: 101,719 shares; 2026Q1: 96,682 shares; 2026Q2: 89,793 shares 89,793 $64.7M 2.55% -6,889 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: 41,546 shares; 2024Q4: 131,988 shares; 2025Q1: 143,056 shares; 2025Q2: 154,799 shares; 2025Q3: 1,696,976 shares; 2025Q4: 1,751,872 shares; 2026Q1: 1,822,755 shares; 2026Q2: 1,845,188 shares 1,845,188 $54.3M 2.14% +22,433 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: 1,000,381 shares; 2024Q4: 1,870,325 shares; 2025Q1: 1,848,300 shares; 2025Q2: 1,536,938 shares; 2025Q3: 1,648,070 shares; 2025Q4: 1,823,215 shares; 2026Q1: 1,868,703 shares; 2026Q2: 1,870,532 shares 1,870,532 $51.8M 2.05% +1,829 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: 330,932 shares; 2024Q4: 1,901,176 shares; 2025Q1: 1,896,214 shares; 2025Q2: 1,984,470 shares; 2025Q3: 1,315,499 shares; 2025Q4: 1,331,813 shares; 2026Q1: 1,366,994 shares; 2026Q2: 1,402,726 shares 1,402,726 $47.5M 1.87% +35,732 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436,160 shares; 2024Q4: 446,081 shares; 2025Q1: 464,559 shares; 2025Q2: 475,347 shares; 2025Q3: 476,953 shares; 2025Q4: 470,955 shares; 2026Q1: 470,069 shares; 2026Q2: 494,417 shares 494,417 $45.1M 1.78% +24,348 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: 94,234 shares; 2024Q4: 100,488 shares; 2025Q1: 94,757 shares; 2025Q2: 111,176 shares; 2025Q3: 111,196 shares; 2025Q4: 111,620 shares; 2026Q1: 116,754 shares; 2026Q2: 117,678 shares 117,678 $43.9M 1.73% +924 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: 232,225 shares; 2024Q4: 235,797 shares; 2025Q1: 233,919 shares; 2025Q2: 253,014 shares; 2025Q3: 372,039 shares; 2025Q4: 354,809 shares; 2026Q1: 369,575 shares; 2026Q2: 393,563 shares 393,563 $39M 1.54% +23,988 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: 368,816 shares; 2024Q4: 391,759 shares; 2025Q1: 343,430 shares; 2025Q2: 351,369 shares; 2025Q3: 341,964 shares; 2025Q4: 332,687 shares; 2026Q1: 332,927 shares; 2026Q2: 326,757 shares 326,757 $38.4M 1.52% -6,170 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,910 shares; 2024Q4: 112,483 shares; 2025Q1: 99,616 shares; 2025Q2: 98,836 shares; 2025Q3: 259,340 shares; 2025Q4: 275,961 shares; 2026Q1: 275,248 shares; 2026Q2: 420,371 shares 420,371 $37.5M 1.48% +145,123 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,169 shares; 2024Q4: 282,220 shares; 2025Q1: 279,852 shares; 2025Q2: 344,389 shares; 2025Q3: 364,252 shares; 2025Q4: 377,810 shares; 2026Q1: 400,714 shares; 2026Q2: 431,049 shares 431,049 $31.6M 1.25% +30,335 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: 17,902 shares; 2024Q4: 20,722 shares; 2025Q1: 23,772 shares; 2025Q2: 26,410 shares; 2025Q3: 35,676 shares; 2025Q4: 36,072 shares; 2026Q1: 38,573 shares; 2026Q2: 43,122 shares 43,122 $29.6M 1.17% +4,549 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,054 shares; 2024Q4: 117,362 shares; 2025Q1: 450,899 shares; 2025Q2: 920,747 shares; 2025Q3: 1,069,833 shares; 2025Q4: 1,103,129 shares; 2026Q1: 1,162,463 shares; 2026Q2: 1,082,344 shares 1,082,344 $28.7M 1.13% -80,119 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: 54,240 shares; 2024Q4: 54,039 shares; 2025Q1: 54,471 shares; 2025Q2: 55,118 shares; 2025Q3: 51,686 shares; 2025Q4: 50,862 shares; 2026Q1: 50,695 shares; 2026Q2: 218,923 shares 218,923 $27.2M 1.07% +168,228 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: 68,663 shares; 2024Q4: 70,483 shares; 2025Q1: 75,101 shares; 2025Q2: 95,169 shares; 2025Q3: 99,010 shares; 2025Q4: 106,476 shares; 2026Q1: 107,454 shares; 2026Q2: 122,060 shares 122,060 $26.6M 1.05% +14,606 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,925 shares; 2024Q4: 249,009 shares; 2025Q1: 252,971 shares; 2025Q2: 263,445 shares; 2025Q3: 309,377 shares; 2025Q4: 339,548 shares; 2026Q1: 346,639 shares; 2026Q2: 344,964 shares 344,964 $24.1M 0.95% -1,675 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,748 shares; 2024Q4: 372,579 shares; 2025Q1: 395,672 shares; 2025Q2: 389,126 shares; 2025Q3: 474,336 shares; 2025Q4: 529,844 shares; 2026Q1: 532,213 shares; 2026Q2: 542,718 shares 542,718 $24.1M 0.95% +10,505 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: 90,673 shares; 2024Q4: 90,505 shares; 2025Q1: 92,654 shares; 2025Q2: 96,834 shares; 2025Q3: 95,835 shares; 2025Q4: 95,212 shares; 2026Q1: 89,720 shares; 2026Q2: 92,040 shares 92,040 $23.4M 0.92% +2,320 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: 244,668 shares; 2024Q4: 247,135 shares; 2025Q1: 347,273 shares; 2025Q2: 414,021 shares; 2025Q3: 529,495 shares; 2025Q4: 561,513 shares; 2026Q1: 507,149 shares; 2026Q2: 503,272 shares 503,272 $23.2M 0.92% -3,877 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: 346,554 shares; 2024Q4: 621,660 shares; 2025Q1: 615,787 shares; 2025Q2: 727,304 shares; 2025Q3: 711,136 shares; 2025Q4: 724,003 shares; 2026Q1: 786,564 shares; 2026Q2: 635,327 shares 635,327 $23M 0.91% -151,237 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: 90,284 shares; 2024Q4: 94,674 shares; 2025Q1: 98,497 shares; 2025Q2: 112,285 shares; 2025Q3: 114,873 shares; 2025Q4: 108,133 shares; 2026Q1: 109,748 shares; 2026Q2: 113,070 shares 113,070 $22.6M 0.89% +3,322 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: 51,613 shares; 2024Q4: 58,555 shares; 2025Q1: 60,461 shares; 2025Q2: 80,251 shares; 2025Q3: 82,859 shares; 2025Q4: 85,841 shares; 2026Q1: 88,992 shares; 2026Q2: 90,458 shares 90,458 $21.6M 0.85% +1,466 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: 29,400 shares; 2024Q4: 29,131 shares; 2025Q1: 28,720 shares; 2025Q2: 29,168 shares; 2025Q3: 64,227 shares; 2025Q4: 65,776 shares; 2026Q1: 65,863 shares; 2026Q2: 267,589 shares 267,589 $21.6M 0.85% +201,726 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: 71,962 shares; 2024Q4: 72,021 shares; 2025Q1: 65,025 shares; 2025Q2: 64,797 shares; 2025Q3: 54,752 shares; 2025Q4: 54,005 shares; 2026Q1: 54,465 shares; 2026Q2: 55,649 shares 55,649 $21M 0.83% +1,184 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: 26,748 shares; 2024Q4: 27,174 shares; 2025Q1: 27,580 shares; 2025Q2: 53,563 shares; 2025Q3: 56,028 shares; 2025Q4: 55,094 shares; 2026Q1: 57,029 shares; 2026Q2: 59,221 shares 59,221 $20.9M 0.82% +2,192 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: 132,401 shares; 2024Q4: 132,121 shares; 2025Q1: 132,832 shares; 2025Q2: 132,044 shares; 2025Q3: 134,609 shares; 2025Q4: 133,154 shares; 2026Q1: 134,430 shares; 2026Q2: 133,855 shares 133,855 $19.6M 0.77% -575 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: 75,725 shares; 2024Q4: 45,970 shares; 2025Q1: 48,455 shares; 2025Q2: 56,958 shares; 2025Q3: 60,519 shares; 2025Q4: 113,067 shares; 2026Q1: 93,834 shares; 2026Q2: 100,599 shares 100,599 $19.2M 0.76% +6,765 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: 164,506 shares; 2024Q4: 162,436 shares; 2025Q1: 164,718 shares; 2025Q2: 169,613 shares; 2025Q3: 171,114 shares; 2025Q4: 173,271 shares; 2026Q1: 168,453 shares; 2026Q2: 167,459 shares 167,459 $19M 0.75% -994 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: 66,509 shares; 2024Q4: 72,127 shares; 2025Q1: 73,601 shares; 2025Q2: 73,727 shares; 2025Q3: 69,726 shares; 2025Q4: 75,712 shares; 2026Q1: 77,370 shares; 2026Q2: 80,014 shares 80,014 $18.9M 0.75% +2,644 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: 112,480 shares; 2024Q4: 116,014 shares; 2025Q1: 145,896 shares; 2025Q2: 165,193 shares; 2025Q3: 317,882 shares; 2025Q4: 372,679 shares; 2026Q1: 508,624 shares; 2026Q2: 552,027 shares 552,027 $18.9M 0.75% +43,403 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,447 shares; 2024Q4: 141,724 shares; 2025Q1: 174,651 shares; 2025Q2: 291,994 shares; 2025Q3: 174,468 shares; 2025Q4: 182,013 shares; 2026Q1: 175,892 shares; 2026Q2: 182,111 shares 182,111 $18.4M 0.72% +6,219 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: 60,284 shares; 2024Q4: 58,534 shares; 2025Q1: 55,967 shares; 2025Q2: 55,694 shares; 2025Q3: 55,656 shares; 2025Q4: 55,176 shares; 2026Q1: 54,250 shares; 2026Q2: 53,977 shares 53,977 $17.7M 0.7% -273 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 396 shares; 2025Q1: 356 shares; 2025Q2: 167,700 shares; 2025Q3: 195,125 shares; 2025Q4: 190,495 shares; 2026Q1: 189,329 shares; 2026Q2: 187,792 shares 187,792 $17.3M 0.68% -1,537 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: 39,435 shares; 2024Q4: 45,957 shares; 2025Q1: 42,525 shares; 2025Q2: 46,148 shares; 2025Q3: 44,285 shares; 2025Q4: 101,053 shares; 2026Q1: 107,559 shares; 2026Q2: 111,684 shares 111,684 $16M 0.63% +4,125 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: 26,367 shares; 2024Q4: 27,296 shares; 2025Q1: 26,790 shares; 2025Q2: 31,468 shares; 2025Q3: 32,872 shares; 2025Q4: 32,423 shares; 2026Q1: 31,462 shares; 2026Q2: 30,924 shares 30,924 $15.5M 0.61% -538 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: 56,526 shares; 2024Q4: 57,722 shares; 2025Q1: 55,179 shares; 2025Q2: 57,208 shares; 2025Q3: 57,268 shares; 2025Q4: 56,024 shares; 2026Q1: 57,274 shares; 2026Q2: 59,531 shares 59,531 $15M 0.59% +2,257 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: 84,058 shares; 2024Q4: 83,565 shares; 2025Q1: 87,777 shares; 2025Q2: 111,825 shares; 2025Q3: 113,221 shares; 2025Q4: 115,075 shares; 2026Q1: 107,497 shares; 2026Q2: 109,393 shares 109,393 $15M 0.59% +1,896 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,902 shares; 2024Q4: 398,629 shares; 2025Q1: 579,589 shares; 2025Q2: 638,582 shares; 2025Q3: 632,490 shares; 2025Q4: 675,628 shares; 2026Q1: 661,363 shares; 2026Q2: 590,042 shares 590,042 $14.7M 0.58% -71,321 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,809 shares; 2024Q4: 259,230 shares; 2025Q1: 277,128 shares; 2025Q2: 243,611 shares; 2025Q3: 227,253 shares; 2025Q4: 211,896 shares; 2026Q1: 205,555 shares; 2026Q2: 139,301 shares 139,301 $14.5M 0.57% -66,254 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: 53,198 shares; 2024Q4: 53,667 shares; 2025Q1: 57,388 shares; 2025Q2: 64,474 shares; 2025Q3: 63,892 shares; 2025Q4: 64,244 shares; 2026Q1: 76,285 shares; 2026Q2: 77,348 shares 77,348 $14.3M 0.56% +1,063 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: 452,231 shares; 2024Q4: 451,432 shares; 2025Q1: 406,274 shares; 2025Q2: 421,270 shares; 2025Q3: 437,164 shares; 2025Q4: 436,280 shares; 2026Q1: 432,168 shares; 2026Q2: 436,280 shares 436,280 $13.9M 0.55% +4,112 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,103 shares; 2024Q4: 140,009 shares; 2025Q1: 145,325 shares; 2025Q2: 153,746 shares; 2025Q3: 176,259 shares; 2025Q4: 200,436 shares; 2026Q1: 251,561 shares; 2026Q2: 253,952 shares 253,952 $13.7M 0.54% +2,391 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: 77,056 shares; 2024Q4: 77,181 shares; 2025Q1: 75,944 shares; 2025Q2: 78,987 shares; 2025Q3: 78,695 shares; 2025Q4: 79,704 shares; 2026Q1: 79,304 shares; 2026Q2: 81,320 shares 81,320 $13.5M 0.53% +2,016 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: 324,501 shares; 2024Q4: 284,891 shares; 2025Q1: 193,192 shares; 2025Q2: 106,546 shares; 2025Q3: 146,538 shares; 2025Q4: 183,261 shares; 2026Q1: 157,874 shares; 2026Q2: 286,118 shares 286,118 $13.4M 0.53% +128,244 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,931 shares; 2024Q4: 59,340 shares; 2025Q1: 51,671 shares; 2025Q2: 41,176 shares; 2025Q3: 51,608 shares; 2025Q4: 55,714 shares; 2026Q1: 62,803 shares; 2026Q2: 107,612 shares 107,612 $13.4M 0.53% +44,809 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: 20,791 shares; 2024Q4: 19,902 shares; 2025Q1: 20,321 shares; 2025Q2: 21,981 shares; 2025Q3: 21,832 shares; 2025Q4: 24,648 shares; 2026Q1: 25,351 shares; 2026Q2: 155,148 shares 155,148 $13.4M 0.53% +129,797 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: 233,749 shares; 2024Q4: 215,258 shares; 2025Q1: 217,859 shares; 2025Q2: 258,222 shares; 2025Q3: 316,150 shares; 2025Q4: 332,880 shares; 2026Q1: 365,007 shares; 2026Q2: 267,572 shares 267,572 $13.2M 0.52% -97,435 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,525 shares; 2024Q4: 120,741 shares; 2025Q1: 104,566 shares; 2025Q2: 105,973 shares; 2025Q3: 94,588 shares; 2025Q4: 91,463 shares; 2026Q1: 90,162 shares; 2026Q2: 90,673 shares 90,673 $13.1M 0.52% +511 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 444,685 shares; 2025Q4: 453,583 shares; 2026Q1: 476,018 shares; 2026Q2: 487,994 shares 487,994 $12.8M 0.5% +11,976 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: 174,111 shares; 2024Q4: 174,742 shares; 2025Q1: 162,247 shares; 2025Q2: 166,090 shares; 2025Q3: 160,804 shares; 2025Q4: 164,480 shares; 2026Q1: 166,684 shares; 2026Q2: 172,890 shares 172,890 $12.4M 0.49% +6,206 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: 323,767 shares; 2024Q4: 321,999 shares; 2025Q1: 315,286 shares; 2025Q2: 250,922 shares; 2025Q3: 269,782 shares; 2025Q4: 278,266 shares; 2026Q1: 297,394 shares; 2026Q2: 332,463 shares 332,463 $12.1M 0.48% +35,069 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,405 shares; 2024Q4: 8,189 shares; 2025Q1: 8,427 shares; 2025Q2: 9,768 shares; 2025Q3: 9,101 shares; 2025Q4: 9,608 shares; 2026Q1: 9,380 shares; 2026Q2: 10,267 shares 10,267 $11.9M 0.47% +887 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,516 shares; 2024Q4: 68,322 shares; 2025Q1: 72,092 shares; 2025Q2: 76,497 shares; 2025Q3: 73,610 shares; 2025Q4: 73,238 shares; 2026Q1: 69,768 shares; 2026Q2: 69,764 shares 69,764 $11.8M 0.47% -4 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,313 shares; 2024Q4: 205,193 shares; 2025Q1: 220,597 shares; 2025Q2: 228,207 shares; 2025Q3: 226,625 shares; 2025Q4: 236,046 shares; 2026Q1: 246,888 shares; 2026Q2: 253,111 shares 253,111 $11.6M 0.46% +6,223 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,106 shares; 2024Q4: 38,525 shares; 2025Q1: 48,967 shares; 2025Q2: 117,783 shares; 2025Q3: 124,258 shares; 2025Q4: 126,991 shares; 2026Q1: 121,283 shares; 2026Q2: 128,084 shares 128,084 $11.5M 0.45% +6,801 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: 73,284 shares; 2024Q4: 209,123 shares; 2025Q1: 205,330 shares; 2025Q2: 226,836 shares; 2025Q3: 235,473 shares; 2025Q4: 279,711 shares; 2026Q1: 277,290 shares; 2026Q2: 316,115 shares 316,115 $11M 0.43% +38,825 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: 18,011 shares; 2024Q4: 19,086 shares; 2025Q1: 19,633 shares; 2025Q2: 25,773 shares; 2025Q3: 29,635 shares; 2025Q4: 29,771 shares; 2026Q1: 29,952 shares; 2026Q2: 31,015 shares 31,015 $11M 0.43% +1,063 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: 22,231 shares; 2024Q4: 20,993 shares; 2025Q1: 23,508 shares; 2025Q2: 26,988 shares; 2025Q3: 26,496 shares; 2025Q4: 25,887 shares; 2026Q1: 25,887 shares; 2026Q2: 25,950 shares 25,950 $10.9M 0.43% +63 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,385 shares; 2024Q4: 25,223 shares; 2025Q1: 30,067 shares; 2025Q2: 34,410 shares; 2025Q3: 35,299 shares; 2025Q4: 35,963 shares; 2026Q1: 35,793 shares; 2026Q2: 35,863 shares 35,863 $10.9M 0.43% +70 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: 57,178 shares; 2024Q4: 56,138 shares; 2025Q1: 55,659 shares; 2025Q2: 55,451 shares; 2025Q3: 48,124 shares; 2025Q4: 46,281 shares; 2026Q1: 45,457 shares; 2026Q2: 44,825 shares 44,825 $10.9M 0.43% -632 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: 98,323 shares; 2024Q4: 98,732 shares; 2025Q1: 96,220 shares; 2025Q2: 98,495 shares; 2025Q3: 99,197 shares; 2025Q4: 100,909 shares; 2026Q1: 106,896 shares; 2026Q2: 112,104 shares 112,104 $10.7M 0.42% +5,208 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: 26,030 shares; 2024Q4: 26,895 shares; 2025Q1: 26,766 shares; 2025Q2: 27,957 shares; 2025Q3: 30,092 shares; 2025Q4: 29,931 shares; 2026Q1: 28,464 shares; 2026Q2: 29,578 shares 29,578 $10.7M 0.42% +1,114 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,017 shares; 2024Q4: 116,465 shares; 2025Q1: 120,546 shares; 2025Q2: 125,704 shares; 2025Q3: 167,671 shares; 2025Q4: 190,217 shares; 2026Q1: 191,693 shares; 2026Q2: 194,557 shares 194,557 $10.7M 0.42% +2,864 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177,754 shares; 2025Q3: 181,612 shares; 2025Q4: 190,996 shares; 2026Q1: 202,096 shares; 2026Q2: 228,259 shares 228,259 $10.4M 0.41% +26,163 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: 14,822 shares; 2024Q4: 14,965 shares; 2025Q1: 16,749 shares; 2025Q2: 19,426 shares; 2025Q3: 20,402 shares; 2025Q4: 20,778 shares; 2026Q1: 18,853 shares; 2026Q2: 20,332 shares 20,332 $10.4M 0.41% +1,479 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: 9,181 shares; 2024Q4: 9,500 shares; 2025Q1: 9,614 shares; 2025Q2: 15,182 shares; 2025Q3: 16,724 shares; 2025Q4: 16,694 shares; 2026Q1: 16,983 shares; 2026Q2: 17,812 shares 17,812 $10M 0.4% +829 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: 195,863 shares; 2024Q4: 201,408 shares; 2025Q1: 196,167 shares; 2025Q2: 218,187 shares; 2025Q3: 218,595 shares; 2025Q4: 225,117 shares; 2026Q1: 226,484 shares; 2026Q2: 236,088 shares 236,088 $10M 0.39% +9,604 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,345 shares; 2024Q4: 140,777 shares; 2025Q1: 145,290 shares; 2025Q2: 148,944 shares; 2025Q3: 171,748 shares; 2025Q4: 189,776 shares; 2026Q1: 191,191 shares; 2026Q2: 270,812 shares 270,812 $9.98M 0.39% +79,621 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: 101,316 shares; 2024Q4: 102,012 shares; 2025Q1: 108,250 shares; 2025Q2: 114,086 shares; 2025Q3: 115,326 shares; 2025Q4: 114,275 shares; 2026Q1: 110,142 shares; 2026Q2: 113,533 shares 113,533 $9.96M 0.39% +3,391 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,898 shares; 2024Q4: 326,193 shares; 2025Q1: 266,369 shares; 2025Q2: 266,259 shares; 2025Q3: 258,559 shares; 2025Q4: 262,462 shares; 2026Q1: 262,401 shares; 2026Q2: 262,368 shares 262,368 $9.96M 0.39% -33 Timeline BFRZ 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: 29,161 shares; 2025Q4: 137,907 shares; 2026Q1: 280,589 shares; 2026Q2: 365,898 shares 365,898 $9.89M 0.39% +85,309 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: 117,157 shares; 2024Q4: 166,662 shares; 2025Q1: 182,487 shares; 2025Q2: 189,967 shares; 2025Q3: 186,807 shares; 2025Q4: 186,916 shares; 2026Q1: 162,211 shares; 2026Q2: 145,694 shares 145,694 $9.85M 0.39% -16,517 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,316 shares; 2024Q4: 6,247 shares; 2025Q1: 6,315 shares; 2025Q2: 61,849 shares; 2025Q3: 69,888 shares; 2025Q4: 71,393 shares; 2026Q1: 75,042 shares; 2026Q2: 77,162 shares 77,162 $9.77M 0.39% +2,120 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,949 shares; 2024Q4: 5,193 shares; 2025Q1: 5,279 shares; 2025Q2: 6,026 shares; 2025Q3: 6,947 shares; 2025Q4: 6,783 shares; 2026Q1: 6,603 shares; 2026Q2: 35,503 shares 35,503 $9.6M 0.38% +28,900 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: 2,329 shares; 2024Q4: 2,283 shares; 2025Q1: 59,260 shares; 2025Q2: 60,509 shares; 2025Q3: 56,236 shares; 2025Q4: 55,131 shares; 2026Q1: 48,463 shares; 2026Q2: 50,179 shares 50,179 $9.52M 0.38% +1,716 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,200 shares; 2024Q4: 193,378 shares; 2025Q1: 204,782 shares; 2025Q2: 213,000 shares; 2025Q3: 213,241 shares; 2025Q4: 209,201 shares; 2026Q1: 175,589 shares; 2026Q2: 181,113 shares 181,113 $9.49M 0.37% +5,524 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: 47,524 shares; 2024Q4: 46,697 shares; 2025Q1: 51,892 shares; 2025Q2: 60,428 shares; 2025Q3: 62,110 shares; 2025Q4: 62,370 shares; 2026Q1: 63,547 shares; 2026Q2: 67,457 shares 67,457 $9.13M 0.36% +3,910 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,409 shares; 2025Q4: 68,459 shares; 2026Q1: 89,424 shares; 2026Q2: 92,607 shares 92,607 $8.85M 0.35% +3,183 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,261 shares; 2025Q4: 194,124 shares; 2026Q1: 195,878 shares; 2026Q2: 172,192 shares 172,192 $8.77M 0.35% -23,686 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: 77,604 shares; 2024Q4: 239,246 shares; 2025Q1: 247,161 shares; 2025Q2: 240,955 shares; 2025Q3: 244,704 shares; 2025Q4: 241,638 shares; 2026Q1: 246,127 shares; 2026Q2: 261,313 shares 261,313 $8.29M 0.33% +15,186 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: 101,605 shares; 2024Q4: 107,688 shares; 2025Q1: 99,557 shares; 2025Q2: 101,049 shares; 2025Q3: 100,869 shares; 2025Q4: 101,502 shares; 2026Q1: 100,917 shares; 2026Q2: 100,644 shares 100,644 $8.18M 0.32% -273 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,224 shares; 2024Q4: 150,422 shares; 2025Q1: 156,385 shares; 2025Q2: 138,301 shares; 2025Q3: 132,633 shares; 2025Q4: 128,632 shares; 2026Q1: 133,122 shares; 2026Q2: 176,386 shares 176,386 $8.02M 0.32% +43,264 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: 31,622 shares; 2024Q4: 27,360 shares; 2025Q1: 10,369 shares; 2025Q2: 35,770 shares; 2025Q3: 44,948 shares; 2025Q4: 45,911 shares; 2026Q1: 30,540 shares; 2026Q2: 26,103 shares 26,103 $7.91M 0.31% -4,437 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: 94,978 shares; 2024Q4: 280,272 shares; 2025Q1: 277,453 shares; 2025Q2: 293,288 shares; 2025Q3: 294,747 shares; 2025Q4: 310,806 shares; 2026Q1: 313,402 shares; 2026Q2: 209,937 shares 209,937 $7.74M 0.31% -103,465 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,065 shares; 2025Q3: 6,730 shares; 2025Q4: 6,786 shares; 2026Q1: 6,782 shares; 2026Q2: 6,778 shares 6,778 $7.68M 0.3% -4 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: 17,751 shares; 2024Q4: 17,613 shares; 2025Q1: 21,677 shares; 2025Q2: 21,264 shares; 2025Q3: 21,245 shares; 2025Q4: 21,393 shares; 2026Q1: 21,117 shares; 2026Q2: 21,347 shares 21,347 $7.63M 0.3% +230 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,058 shares; 2025Q4: 209,764 shares; 2026Q1: 254,209 shares; 2026Q2: 261,200 shares 261,200 $7.18M 0.28% +6,991 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,124 shares; 2024Q4: 6,127 shares; 2025Q1: 5,505 shares; 2025Q2: 5,742 shares; 2025Q3: 96,850 shares; 2025Q4: 98,841 shares; 2026Q1: 84,924 shares; 2026Q2: 86,969 shares 86,969 $7.16M 0.28% +2,045 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 131,199 shares 131,199 $7.15M 0.28% new Timeline ULBI ULTRALIFE CORP More: the full row for ULTRALIFE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,104,452 shares; 2024Q4: 1,292,836 shares; 2025Q1: 1,091,932 shares; 2025Q2: 1,092,947 shares; 2025Q3: 1,095,042 shares; 2025Q4: 1,090,207 shares; 2026Q1: 1,106,154 shares; 2026Q2: 1,109,170 shares 1,109,170 $7.01M 0.28% +3,016 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,079 shares; 2026Q2: 175,740 shares 175,740 $6.97M 0.28% +75,661 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,199 shares; 2024Q4: 83,819 shares; 2025Q1: 86,288 shares; 2025Q2: 79,395 shares; 2025Q3: 61,558 shares; 2025Q4: 72,890 shares; 2026Q1: 77,814 shares; 2026Q2: 75,357 shares 75,357 $6.95M 0.27% -2,457 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,976 shares; 2024Q4: 58,269 shares; 2025Q1: 60,089 shares; 2025Q2: 57,538 shares; 2025Q3: 79,890 shares; 2025Q4: 117,469 shares; 2026Q1: 136,372 shares; 2026Q2: 137,183 shares 137,183 $6.94M 0.27% +811 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,332 shares; 2025Q3: 23,358 shares; 2025Q4: 51,620 shares; 2026Q1: 55,331 shares; 2026Q2: 50,221 shares 50,221 $6.91M 0.27% -5,110 Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,497 shares; 2024Q4: 378,896 shares; 2025Q1: 327,490 shares; 2025Q2: 326,710 shares; 2025Q3: 326,753 shares; 2025Q4: 349,900 shares; 2026Q1: 360,128 shares; 2026Q2: 392,907 shares 392,907 $6.84M 0.27% +32,779 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,028 shares; 2024Q4: 49,933 shares; 2025Q1: 49,234 shares; 2025Q2: 51,985 shares; 2025Q3: 53,043 shares; 2025Q4: 62,264 shares; 2026Q1: 68,640 shares; 2026Q2: 70,394 shares 70,394 $6.8M 0.27% +1,754 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: 9,294 shares; 2024Q4: 10,160 shares; 2025Q1: 9,909 shares; 2025Q2: 10,904 shares; 2025Q3: 9,234 shares; 2025Q4: 8,589 shares; 2026Q1: 9,081 shares; 2026Q2: 9,119 shares 9,119 $6.72M 0.27% +38 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: 59,894 shares; 2024Q4: 61,184 shares; 2025Q1: 62,362 shares; 2025Q2: 53,965 shares; 2025Q3: 61,158 shares; 2025Q4: 64,273 shares; 2026Q1: 61,686 shares; 2026Q2: 67,891 shares 67,891 $6.69M 0.26% +6,205 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309,612 shares; 2026Q2: 133,185 shares 133,185 $6.52M 0.26% -176,427 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,276 shares; 2024Q4: 81,837 shares; 2025Q1: 84,315 shares; 2025Q2: 84,462 shares; 2025Q3: 85,011 shares; 2025Q4: 85,395 shares; 2026Q1: 86,175 shares; 2026Q2: 85,249 shares 85,249 $6.46M 0.26% -926 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,279 shares; 2024Q4: 9,847 shares; 2025Q1: 10,587 shares; 2025Q2: 11,931 shares; 2025Q3: 11,787 shares; 2025Q4: 11,692 shares; 2026Q1: 12,593 shares; 2026Q2: 11,047 shares 11,047 $6.42M 0.25% -1,546 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: 19,847 shares; 2024Q4: 20,068 shares; 2025Q1: 20,584 shares; 2025Q2: 20,252 shares; 2025Q3: 37,295 shares; 2025Q4: 56,230 shares; 2026Q1: 58,494 shares; 2026Q2: 59,571 shares 59,571 $6.41M 0.25% +1,077 Timeline CSPI CSP INC More: the full row for CSP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664,298 shares; 2024Q4: 766,842 shares; 2025Q1: 700,449 shares; 2025Q2: 740,187 shares; 2025Q3: 747,160 shares; 2025Q4: 764,888 shares; 2026Q1: 784,811 shares; 2026Q2: 801,088 shares 801,088 $6.36M 0.25% +16,277 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: 6,554 shares; 2025Q3: 84,324 shares; 2025Q4: 149,562 shares; 2026Q1: 160,126 shares; 2026Q2: 163,500 shares 163,500 $6.31M 0.25% +3,374 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: 5,189 shares; 2024Q4: 5,000 shares; 2025Q1: 8,333 shares; 2025Q2: 6,991 shares; 2025Q3: 7,046 shares; 2025Q4: 7,658 shares; 2026Q1: 8,712 shares; 2026Q2: 8,308 shares 8,308 $6.2M 0.24% -404 Timeline QDVO 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: 38,274 shares; 2025Q1: 59,656 shares; 2025Q2: 82,392 shares; 2025Q3: 97,522 shares; 2025Q4: 113,043 shares; 2026Q1: 169,965 shares; 2026Q2: 205,799 shares 205,799 $6.14M 0.24% +35,834 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: 28,728 shares; 2024Q4: 32,131 shares; 2025Q1: 38,452 shares; 2025Q2: 40,132 shares; 2025Q3: 53,048 shares; 2025Q4: 52,861 shares; 2026Q1: 53,259 shares; 2026Q2: 59,021 shares 59,021 $6.13M 0.24% +5,762 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: 1,682 shares; 2024Q4: 2,153 shares; 2025Q1: 2,195 shares; 2025Q2: 4,785 shares; 2025Q3: 5,053 shares; 2025Q4: 4,943 shares; 2026Q1: 4,902 shares; 2026Q2: 5,093 shares 5,093 $6.11M 0.24% +191 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,123 shares; 2024Q4: 94,096 shares; 2025Q1: 97,742 shares; 2025Q2: 101,911 shares; 2025Q3: 102,616 shares; 2025Q4: 131,778 shares; 2026Q1: 140,813 shares; 2026Q2: 152,547 shares 152,547 $6.02M 0.24% +11,734 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: 69,898 shares; 2024Q4: 76,190 shares; 2025Q1: 80,381 shares; 2025Q2: 85,097 shares; 2025Q3: 62,296 shares; 2025Q4: 70,680 shares; 2026Q1: 77,965 shares; 2026Q2: 84,349 shares 84,349 $6.01M 0.24% +6,384 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,105 shares; 2025Q3: 150,196 shares; 2025Q4: 207,163 shares; 2026Q1: 189,919 shares; 2026Q2: 115,521 shares 115,521 $5.83M 0.23% -74,398 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: 226,835 shares; 2024Q4: 245,382 shares; 2025Q1: 237,248 shares; 2025Q2: 207,590 shares; 2025Q3: 196,297 shares; 2025Q4: 192,669 shares; 2026Q1: 159,207 shares; 2026Q2: 102,686 shares 102,686 $5.8M 0.23% -56,521 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,360 shares; 2025Q1: 29,935 shares; 2025Q2: 67,454 shares; 2025Q3: 121,428 shares; 2025Q4: 150,317 shares; 2026Q1: 180,735 shares; 2026Q2: 208,163 shares 208,163 $5.76M 0.23% +27,428 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,750 shares; 2024Q4: 47,407 shares; 2025Q1: 47,760 shares; 2025Q2: 56,314 shares; 2025Q3: 63,671 shares; 2025Q4: 66,957 shares; 2026Q1: 70,702 shares; 2026Q2: 75,129 shares 75,129 $5.72M 0.23% +4,427 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,564 shares; 2024Q4: 330,497 shares; 2025Q1: 246,190 shares; 2025Q2: 237,853 shares; 2025Q3: 209,666 shares; 2025Q4: 194,232 shares; 2026Q1: 199,747 shares; 2026Q2: 129,935 shares 129,935 $5.61M 0.22% -69,812 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 26,865 shares; 2026Q1: 191,000 shares; 2026Q2: 190,127 shares 190,127 $5.4M 0.21% -873 Timeline SPYV 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: 49,725 shares; 2024Q4: 377,482 shares; 2025Q1: 399,015 shares; 2025Q2: 416,777 shares; 2025Q3: 67,451 shares; 2025Q4: 67,458 shares; 2026Q1: 73,821 shares; 2026Q2: 87,737 shares 87,737 $5.33M 0.21% +13,916 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,045 shares; 2024Q4: 41,319 shares; 2025Q1: 49,368 shares; 2025Q2: 59,551 shares; 2025Q3: 91,977 shares; 2025Q4: 122,151 shares; 2026Q1: 125,845 shares; 2026Q2: 127,449 shares 127,449 $5.18M 0.2% +1,604 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: 16,690 shares; 2024Q4: 17,180 shares; 2025Q1: 20,663 shares; 2025Q2: 20,596 shares; 2025Q3: 27,404 shares; 2025Q4: 28,704 shares; 2026Q1: 30,269 shares; 2026Q2: 33,825 shares 33,825 $5.02M 0.2% +3,556 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: 422,612 shares; 2024Q4: 442,022 shares; 2025Q1: 440,649 shares; 2025Q2: 452,758 shares; 2025Q3: 125,173 shares; 2025Q4: 124,982 shares; 2026Q1: 123,132 shares; 2026Q2: 91,771 shares 91,771 $5.01M 0.2% -31,361 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: 14,317 shares; 2024Q4: 13,887 shares; 2025Q1: 13,946 shares; 2025Q2: 13,811 shares; 2025Q3: 12,730 shares; 2025Q4: 12,618 shares; 2026Q1: 12,417 shares; 2026Q2: 12,169 shares 12,169 $4.98M 0.2% -248 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,745 shares; 2025Q2: 42,384 shares; 2025Q3: 41,182 shares; 2025Q4: 21,766 shares; 2026Q1: 9,059 shares; 2026Q2: 93,165 shares 93,165 $4.98M 0.2% +84,106 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,737 shares; 2024Q4: 45,752 shares; 2025Q1: 49,561 shares; 2025Q2: 57,744 shares; 2025Q3: 88,460 shares; 2025Q4: 115,642 shares; 2026Q1: 121,647 shares; 2026Q2: 122,902 shares 122,902 $4.93M 0.19% +1,255 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: 28,212 shares; 2024Q4: 32,037 shares; 2025Q1: 33,105 shares; 2025Q2: 31,222 shares; 2025Q3: 31,634 shares; 2025Q4: 31,836 shares; 2026Q1: 31,546 shares; 2026Q2: 31,596 shares 31,596 $4.9M 0.19% +50 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,841 shares; 2024Q4: 19,307 shares; 2025Q1: 25,818 shares; 2025Q2: 27,355 shares; 2025Q3: 30,587 shares; 2025Q4: 51,562 shares; 2026Q1: 56,428 shares; 2026Q2: 61,838 shares 61,838 $4.89M 0.19% +5,410 Timeline IGF 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: 66,214 shares; 2025Q3: 73,032 shares; 2025Q4: 77,378 shares; 2026Q1: 79,591 shares; 2026Q2: 69,430 shares 69,430 $4.62M 0.18% -10,161 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,500 shares; 2024Q4: 47,268 shares; 2025Q1: not reported; 2025Q2: 73,966 shares; 2025Q3: 94,685 shares; 2025Q4: 107,290 shares; 2026Q1: 102,316 shares; 2026Q2: 90,755 shares 90,755 $4.57M 0.18% -11,561 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,463 shares; 2024Q4: 9,489 shares; 2025Q1: 15,479 shares; 2025Q2: 18,073 shares; 2025Q3: 17,580 shares; 2025Q4: 17,115 shares; 2026Q1: 16,541 shares; 2026Q2: 15,844 shares 15,844 $4.52M 0.18% -697 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,272 shares; 2024Q4: 6,326 shares; 2025Q1: 6,378 shares; 2025Q2: 7,220 shares; 2025Q3: 47,139 shares; 2025Q4: 87,837 shares; 2026Q1: 86,286 shares; 2026Q2: 87,996 shares 87,996 $4.46M 0.18% +1,710 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,308 shares; 2024Q4: 71,917 shares; 2025Q1: 73,061 shares; 2025Q2: 73,730 shares; 2025Q3: 78,444 shares; 2025Q4: 75,755 shares; 2026Q1: 77,793 shares; 2026Q2: 66,953 shares 66,953 $4.45M 0.18% -10,840 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: 4,997 shares; 2024Q4: 4,070 shares; 2025Q1: 8,121 shares; 2025Q2: 9,362 shares; 2025Q3: 11,558 shares; 2025Q4: 12,660 shares; 2026Q1: 10,960 shares; 2026Q2: 11,993 shares 11,993 $4.42M 0.17% +1,033 Timeline JGLO 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: 94,208 shares; 2024Q4: 90,475 shares; 2025Q1: 75,834 shares; 2025Q2: 73,684 shares; 2025Q3: 70,657 shares; 2025Q4: 69,040 shares; 2026Q1: 68,316 shares; 2026Q2: 61,852 shares 61,852 $4.41M 0.17% -6,464 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: 224,024 shares; 2024Q4: 116,546 shares; 2025Q1: 88,915 shares; 2025Q2: 59,811 shares; 2025Q3: 61,464 shares; 2025Q4: 65,457 shares; 2026Q1: 60,590 shares; 2026Q2: 82,078 shares 82,078 $4.4M 0.17% +21,488 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: 14,477 shares; 2024Q4: 14,584 shares; 2025Q1: 21,697 shares; 2025Q2: 17,019 shares; 2025Q3: 19,888 shares; 2025Q4: 33,905 shares; 2026Q1: 34,827 shares; 2026Q2: 36,728 shares 36,728 $4.37M 0.17% +1,901 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: 11,874 shares; 2024Q4: 12,571 shares; 2025Q1: 12,591 shares; 2025Q2: 17,049 shares; 2025Q3: 17,487 shares; 2025Q4: 32,679 shares; 2026Q1: 33,780 shares; 2026Q2: 33,945 shares 33,945 $4.36M 0.17% +165 Timeline SMCO 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: 139,029 shares; 2024Q4: 147,572 shares; 2025Q1: 147,684 shares; 2025Q2: 146,230 shares; 2025Q3: 147,987 shares; 2025Q4: 137,471 shares; 2026Q1: 140,002 shares; 2026Q2: 139,304 shares 139,304 $4.32M 0.17% -698 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,447 shares; 2024Q4: 2,446 shares; 2025Q1: 7,811 shares; 2025Q2: 11,337 shares; 2025Q3: 5,642 shares; 2025Q4: 7,061 shares; 2026Q1: 13,307 shares; 2026Q2: 14,435 shares 14,435 $4.32M 0.17% +1,128 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,468 shares; 2025Q1: 11,468 shares; 2025Q2: 11,468 shares; 2025Q3: 11,468 shares; 2025Q4: 11,489 shares; 2026Q1: 11,507 shares; 2026Q2: 11,507 shares 11,507 $4.29M 0.17% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,660 shares; 2024Q4: 55,443 shares; 2025Q1: 53,804 shares; 2025Q2: 55,402 shares; 2025Q3: 19,849 shares; 2025Q4: 20,551 shares; 2026Q1: 21,454 shares; 2026Q2: 21,710 shares 21,710 $4.29M 0.17% +256 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,983 shares; 2025Q3: 18,859 shares; 2025Q4: 11,191 shares; 2026Q1: 21,834 shares; 2026Q2: 21,880 shares 21,880 $4.23M 0.17% +46 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: 9,320 shares; 2024Q4: 9,258 shares; 2025Q1: 10,055 shares; 2025Q2: 11,271 shares; 2025Q3: 12,519 shares; 2025Q4: 11,703 shares; 2026Q1: 13,974 shares; 2026Q2: 13,882 shares 13,882 $4.14M 0.16% -92 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,671 shares; 2025Q3: 87,605 shares; 2025Q4: 88,447 shares; 2026Q1: 91,634 shares; 2026Q2: 93,058 shares 93,058 $3.98M 0.16% +1,424 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,732 shares; 2024Q4: 17,408 shares; 2025Q1: 17,455 shares; 2025Q2: 13,526 shares; 2025Q3: 13,422 shares; 2025Q4: 13,201 shares; 2026Q1: 13,224 shares; 2026Q2: 13,338 shares 13,338 $3.88M 0.15% +114 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: 210,850 shares; 2024Q4: 218,805 shares; 2025Q1: 193,905 shares; 2025Q2: 195,524 shares; 2025Q3: 150,377 shares; 2025Q4: 148,744 shares; 2026Q1: 159,836 shares; 2026Q2: 160,713 shares 160,713 $3.87M 0.15% +877 Timeline IDVO 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: 44,992 shares; 2024Q4: 48,861 shares; 2025Q1: 54,139 shares; 2025Q2: 62,718 shares; 2025Q3: 65,436 shares; 2025Q4: 73,037 shares; 2026Q1: 80,716 shares; 2026Q2: 91,960 shares 91,960 $3.86M 0.15% +11,244 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: 4,740 shares; 2024Q4: 4,992 shares; 2025Q1: 5,049 shares; 2025Q2: 9,021 shares; 2025Q3: 9,689 shares; 2025Q4: 10,072 shares; 2026Q1: 10,960 shares; 2026Q2: 11,093 shares 11,093 $3.81M 0.15% +133 Timeline TAXF 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: 78,059 shares; 2024Q4: 90,056 shares; 2025Q1: 92,448 shares; 2025Q2: 82,073 shares; 2025Q3: 70,318 shares; 2025Q4: 69,798 shares; 2026Q1: 69,628 shares; 2026Q2: 74,571 shares 74,571 $3.79M 0.15% +4,943 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: not reported; 2025Q4: not reported; 2026Q1: 4,342 shares; 2026Q2: 38,671 shares 38,671 $3.73M 0.15% +34,329 Timeline STXF 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: 89,100 shares; 2024Q4: 97,351 shares; 2025Q1: 85,373 shares; 2025Q2: 87,113 shares; 2025Q3: 85,775 shares; 2025Q4: 88,395 shares; 2026Q1: 88,163 shares; 2026Q2: 77,013 shares 77,013 $3.72M 0.15% -11,150 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,963 shares; 2024Q4: 28,965 shares; 2025Q1: 28,395 shares; 2025Q2: 28,084 shares; 2025Q3: 27,514 shares; 2025Q4: 31,593 shares; 2026Q1: 72,508 shares; 2026Q2: 102,670 shares 102,670 $3.7M 0.15% +30,162 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: 5,687 shares; 2024Q4: 5,581 shares; 2025Q1: 5,385 shares; 2025Q2: 5,663 shares; 2025Q3: 6,326 shares; 2025Q4: 8,288 shares; 2026Q1: 9,750 shares; 2026Q2: 10,068 shares 10,068 $3.68M 0.15% +318 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: 8,276 shares; 2024Q4: 8,931 shares; 2025Q1: 9,224 shares; 2025Q2: 10,178 shares; 2025Q3: 9,851 shares; 2025Q4: 9,638 shares; 2026Q1: 9,609 shares; 2026Q2: 9,794 shares 9,794 $3.62M 0.14% +185 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,932 shares; 2024Q4: 99,134 shares; 2025Q1: 103,340 shares; 2025Q2: 101,316 shares; 2025Q3: 108,197 shares; 2025Q4: 112,343 shares; 2026Q1: 111,522 shares; 2026Q2: 111,973 shares 111,973 $3.57M 0.14% +451 Timeline FRDM 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: 5,177 shares; 2025Q4: 8,534 shares; 2026Q1: 23,438 shares; 2026Q2: 46,940 shares 46,940 $3.42M 0.14% +23,502 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: 18,809 shares; 2024Q4: 18,608 shares; 2025Q1: 18,465 shares; 2025Q2: 18,276 shares; 2025Q3: 17,587 shares; 2025Q4: 16,624 shares; 2026Q1: 16,517 shares; 2026Q2: 15,436 shares 15,436 $3.41M 0.13% -1,081 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: 2,694 shares; 2024Q4: 2,612 shares; 2025Q1: 2,552 shares; 2025Q2: 2,832 shares; 2025Q3: 3,187 shares; 2025Q4: 3,185 shares; 2026Q1: 3,166 shares; 2026Q2: 3,139 shares 3,139 $3.34M 0.13% -27 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: 34,172 shares; 2024Q4: 34,369 shares; 2025Q1: 35,557 shares; 2025Q2: 175,274 shares; 2025Q3: 172,297 shares; 2025Q4: 168,170 shares; 2026Q1: 167,350 shares; 2026Q2: 171,704 shares 171,704 $3.28M 0.13% +4,354 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: 21,318 shares; 2024Q4: 22,419 shares; 2025Q1: 19,599 shares; 2025Q2: 18,221 shares; 2025Q3: 19,461 shares; 2025Q4: 19,891 shares; 2026Q1: 24,354 shares; 2026Q2: 27,806 shares 27,806 $3.24M 0.13% +3,452 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: 8,017 shares; 2024Q4: 7,741 shares; 2025Q1: 7,859 shares; 2025Q2: 8,141 shares; 2025Q3: 8,140 shares; 2025Q4: 9,370 shares; 2026Q1: 10,270 shares; 2026Q2: 10,587 shares 10,587 $3.24M 0.13% +317 Timeline ACSG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,089 shares; 2026Q2: 64,480 shares 64,480 $3.24M 0.13% +36,391 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 31,829 shares 31,829 $3.22M 0.13% new 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: 12,931 shares; 2024Q4: 13,461 shares; 2025Q1: 13,597 shares; 2025Q2: 13,076 shares; 2025Q3: 11,301 shares; 2025Q4: 10,000 shares; 2026Q1: 11,215 shares; 2026Q2: 10,583 shares 10,583 $3.18M 0.13% -632 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,073 shares; 2024Q4: 14,146 shares; 2025Q1: 13,787 shares; 2025Q2: 18,034 shares; 2025Q3: 18,078 shares; 2025Q4: 17,702 shares; 2026Q1: 17,628 shares; 2026Q2: 20,861 shares 20,861 $3.17M 0.13% +3,233 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,693 shares; 2024Q4: 14,940 shares; 2025Q1: 19,228 shares; 2025Q2: 22,907 shares; 2025Q3: 28,308 shares; 2025Q4: 30,343 shares; 2026Q1: 33,743 shares; 2026Q2: 34,537 shares 34,537 $3.11M 0.12% +794 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: 1,766 shares; 2024Q4: 2,470 shares; 2025Q1: 7,437 shares; 2025Q2: 8,883 shares; 2025Q3: 8,937 shares; 2025Q4: 7,994 shares; 2026Q1: 7,923 shares; 2026Q2: 7,169 shares 7,169 $3.09M 0.12% -754 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: 64,472 shares; 2024Q4: 48,958 shares; 2025Q1: 43,164 shares; 2025Q2: 35,721 shares; 2025Q3: 24,103 shares; 2025Q4: 46,163 shares; 2026Q1: 77,978 shares; 2026Q2: 57,951 shares 57,951 $3.08M 0.12% -20,027 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: 42,609 shares; 2024Q4: 77,302 shares; 2025Q1: 88,183 shares; 2025Q2: 101,825 shares; 2025Q3: 112,583 shares; 2025Q4: 119,626 shares; 2026Q1: 102,598 shares; 2026Q2: 92,176 shares 92,176 $3.07M 0.12% -10,422 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: 2,076 shares; 2025Q4: 7,665 shares; 2026Q1: 10,951 shares; 2026Q2: 16,000 shares 16,000 $3.07M 0.12% +5,049 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: 90,990 shares; 2024Q4: 92,141 shares; 2025Q1: 92,496 shares; 2025Q2: 89,776 shares; 2025Q3: 94,050 shares; 2025Q4: 86,669 shares; 2026Q1: 63,485 shares; 2026Q2: 57,170 shares 57,170 $3.01M 0.12% -6,315 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: 7,106 shares; 2024Q4: 2,008 shares; 2025Q1: 1,816 shares; 2025Q2: 1,837 shares; 2025Q3: 1,921 shares; 2025Q4: 1,878 shares; 2026Q1: 3,132 shares; 2026Q2: 25,050 shares 25,050 $2.99M 0.12% +21,918 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: 1,174 shares; 2024Q4: 1,154 shares; 2025Q1: 1,068 shares; 2025Q2: 8,110 shares; 2025Q3: 8,976 shares; 2025Q4: 9,051 shares; 2026Q1: 8,844 shares; 2026Q2: 7,107 shares 7,107 $2.95M 0.12% -1,737 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: 2,777 shares; 2024Q4: 2,519 shares; 2025Q1: 2,575 shares; 2025Q2: 2,646 shares; 2025Q3: 2,902 shares; 2025Q4: 2,992 shares; 2026Q1: 3,001 shares; 2026Q2: 2,999 shares 2,999 $2.81M 0.11% -2 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,428 shares; 2024Q4: 54,733 shares; 2025Q1: 56,529 shares; 2025Q2: 56,866 shares; 2025Q3: 66,261 shares; 2025Q4: 69,212 shares; 2026Q1: 70,242 shares; 2026Q2: 60,761 shares 60,761 $2.78M 0.11% -9,481 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: 31,019 shares; 2024Q4: 30,364 shares; 2025Q1: 29,740 shares; 2025Q2: 29,218 shares; 2025Q3: 29,155 shares; 2025Q4: 29,072 shares; 2026Q1: 28,639 shares; 2026Q2: 28,620 shares 28,620 $2.76M 0.11% -19 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,710 shares; 2024Q4: 52,081 shares; 2025Q1: 52,836 shares; 2025Q2: 54,658 shares; 2025Q3: 55,243 shares; 2025Q4: 56,400 shares; 2026Q1: 65,513 shares; 2026Q2: 65,961 shares 65,961 $2.75M 0.11% +448 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,799 shares 54,799 $2.72M 0.11% new 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: 80,251 shares; 2024Q4: 60,133 shares; 2025Q1: 64,534 shares; 2025Q2: 71,193 shares; 2025Q3: 89,466 shares; 2025Q4: 9,083 shares; 2026Q1: 25,393 shares; 2026Q2: 25,024 shares 25,024 $2.69M 0.11% -369 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: 7,825 shares; 2024Q4: 7,723 shares; 2025Q1: 7,341 shares; 2025Q2: 7,283 shares; 2025Q3: 7,091 shares; 2025Q4: 6,927 shares; 2026Q1: 6,970 shares; 2026Q2: 6,685 shares 6,685 $2.63M 0.1% -285 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: 5,067 shares; 2024Q4: 5,546 shares; 2025Q1: 5,565 shares; 2025Q2: 5,299 shares; 2025Q3: 5,288 shares; 2025Q4: 5,329 shares; 2026Q1: 5,168 shares; 2026Q2: 5,123 shares 5,123 $2.63M 0.1% -45 Timeline VPU 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: 6,347 shares; 2024Q4: 10,798 shares; 2025Q1: 23,159 shares; 2025Q2: 24,183 shares; 2025Q3: 24,345 shares; 2025Q4: 24,671 shares; 2026Q1: 24,616 shares; 2026Q2: 13,310 shares 13,310 $2.61M 0.1% -11,306 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: 44,604 shares; 2024Q4: 42,255 shares; 2025Q1: 42,424 shares; 2025Q2: 42,674 shares; 2025Q3: 42,738 shares; 2025Q4: 44,442 shares; 2026Q1: 44,623 shares; 2026Q2: 45,598 shares 45,598 $2.6M 0.1% +975 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,080 shares; 2024Q4: 119,396 shares; 2025Q1: 138,006 shares; 2025Q2: 168,116 shares; 2025Q3: 149,995 shares; 2025Q4: 159,212 shares; 2026Q1: 163,560 shares; 2026Q2: 116,235 shares 116,235 $2.59M 0.1% -47,325 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,113 shares; 2024Q4: 103,865 shares; 2025Q1: 165,637 shares; 2025Q2: 189,097 shares; 2025Q3: 201,466 shares; 2025Q4: 187,674 shares; 2026Q1: 177,664 shares; 2026Q2: 161,568 shares 161,568 $2.59M 0.1% -16,096 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,759 shares; 2024Q4: 7,613 shares; 2025Q1: 7,563 shares; 2025Q2: 11,237 shares; 2025Q3: 11,444 shares; 2025Q4: 11,264 shares; 2026Q1: 11,845 shares; 2026Q2: 11,786 shares 11,786 $2.55M 0.1% -59 Timeline BUFZ 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: 29,173 shares; 2024Q4: 33,156 shares; 2025Q1: 39,145 shares; 2025Q2: 83,622 shares; 2025Q3: 89,010 shares; 2025Q4: 99,344 shares; 2026Q1: 95,535 shares; 2026Q2: 90,584 shares 90,584 $2.53M 0.1% -4,951 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: 38,643 shares; 2024Q4: 37,309 shares; 2025Q1: 25,966 shares; 2025Q2: 27,942 shares; 2025Q3: 29,144 shares; 2025Q4: 25,786 shares; 2026Q1: 21,740 shares; 2026Q2: 31,814 shares 31,814 $2.53M 0.1% +10,074 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: 11,279 shares; 2024Q4: 9,667 shares; 2025Q1: 9,635 shares; 2025Q2: 9,653 shares; 2025Q3: 9,988 shares; 2025Q4: 9,989 shares; 2026Q1: 9,869 shares; 2026Q2: 9,810 shares 9,810 $2.47M 0.1% -59 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,213 shares; 2025Q1: 12,243 shares; 2025Q2: 12,601 shares; 2025Q3: 37,066 shares; 2025Q4: 51,034 shares; 2026Q1: 52,165 shares; 2026Q2: 52,080 shares 52,080 $2.46M 0.1% -85 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,641 shares; 2024Q4: 59,416 shares; 2025Q1: 70,102 shares; 2025Q2: 75,401 shares; 2025Q3: 74,873 shares; 2025Q4: 73,698 shares; 2026Q1: 80,277 shares; 2026Q2: 95,683 shares 95,683 $2.45M 0.1% +15,406 Timeline AVMU 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: 18,534 shares; 2024Q4: 31,404 shares; 2025Q1: 30,766 shares; 2025Q2: 47,442 shares; 2025Q3: 47,737 shares; 2025Q4: 48,880 shares; 2026Q1: 51,765 shares; 2026Q2: 52,348 shares 52,348 $2.44M 0.1% +583 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,531 shares; 2024Q4: 2,358 shares; 2025Q1: 1,990 shares; 2025Q2: 1,649 shares; 2025Q3: 1,732 shares; 2025Q4: 1,666 shares; 2026Q1: 11,136 shares; 2026Q2: 12,827 shares 12,827 $2.38M 0.09% +1,691 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: 41,244 shares; 2024Q4: 41,969 shares; 2025Q1: 42,578 shares; 2025Q2: 39,086 shares; 2025Q3: 43,092 shares; 2025Q4: 41,506 shares; 2026Q1: 42,533 shares; 2026Q2: 46,820 shares 46,820 $2.37M 0.09% +4,287 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,422 shares; 2024Q4: 35,376 shares; 2025Q1: 34,364 shares; 2025Q2: 35,027 shares; 2025Q3: 29,777 shares; 2025Q4: 25,780 shares; 2026Q1: 25,734 shares; 2026Q2: 23,915 shares 23,915 $2.35M 0.09% -1,819 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,783 shares; 2024Q4: 34,095 shares; 2025Q1: 34,755 shares; 2025Q2: 34,918 shares; 2025Q3: 35,102 shares; 2025Q4: 34,176 shares; 2026Q1: 35,510 shares; 2026Q2: 33,504 shares 33,504 $2.33M 0.09% -2,006 Timeline AVIG 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: 130,882 shares; 2024Q4: 144,962 shares; 2025Q1: 46,766 shares; 2025Q2: 7,967 shares; 2025Q3: not reported; 2025Q4: 12,035 shares; 2026Q1: 27,004 shares; 2026Q2: 56,169 shares 56,169 $2.33M 0.09% +29,165 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,418 shares; 2024Q4: 12,083 shares; 2025Q1: 8,338 shares; 2025Q2: 13,393 shares; 2025Q3: 17,938 shares; 2025Q4: 21,674 shares; 2026Q1: 21,701 shares; 2026Q2: 23,462 shares 23,462 $2.32M 0.09% +1,761 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: 6,321 shares; 2024Q4: 6,486 shares; 2025Q1: 10,868 shares; 2025Q2: 9,777 shares; 2025Q3: 9,401 shares; 2025Q4: 10,262 shares; 2026Q1: 10,276 shares; 2026Q2: 10,850 shares 10,850 $2.31M 0.09% +574 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: 11,190 shares; 2024Q4: 64,504 shares; 2025Q1: 64,513 shares; 2025Q2: 64,545 shares; 2025Q3: 63,650 shares; 2025Q4: 63,531 shares; 2026Q1: 63,134 shares; 2026Q2: 62,624 shares 62,624 $2.3M 0.09% -510 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 30,100 shares; 2025Q4: 31,718 shares; 2026Q1: 33,532 shares; 2026Q2: 43,265 shares 43,265 $2.22M 0.09% +9,733 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,270 shares; 2024Q4: 21,091 shares; 2025Q1: 20,759 shares; 2025Q2: 20,867 shares; 2025Q3: 20,339 shares; 2025Q4: 17,743 shares; 2026Q1: 17,710 shares; 2026Q2: 17,807 shares 17,807 $2.22M 0.09% +97 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: 1,801 shares; 2024Q4: 2,035 shares; 2025Q1: 2,328 shares; 2025Q2: 4,764 shares; 2025Q3: 5,127 shares; 2025Q4: 5,061 shares; 2026Q1: 5,131 shares; 2026Q2: 4,625 shares 4,625 $2.21M 0.09% -506 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: 4,899 shares; 2024Q4: 5,085 shares; 2025Q1: 5,153 shares; 2025Q2: 5,186 shares; 2025Q3: 7,159 shares; 2025Q4: 7,595 shares; 2026Q1: 8,293 shares; 2026Q2: 13,754 shares 13,754 $2.17M 0.09% +5,461 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: 3,118 shares; 2024Q4: 2,656 shares; 2025Q1: 2,608 shares; 2025Q2: 2,688 shares; 2025Q3: 2,675 shares; 2025Q4: 2,661 shares; 2026Q1: 3,048 shares; 2026Q2: 3,001 shares 3,001 $2.17M 0.09% -47 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,244 shares; 2024Q4: 87,654 shares; 2025Q1: 83,359 shares; 2025Q2: 85,364 shares; 2025Q3: 44,707 shares; 2025Q4: 42,788 shares; 2026Q1: 44,303 shares; 2026Q2: 40,795 shares 40,795 $2.15M 0.08% -3,508 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,315 shares; 2024Q4: 5,078 shares; 2025Q1: 5,193 shares; 2025Q2: 4,542 shares; 2025Q3: 13,612 shares; 2025Q4: 14,064 shares; 2026Q1: 11,757 shares; 2026Q2: 13,132 shares 13,132 $2.12M 0.08% +1,375 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: 74,713 shares; 2024Q4: 69,385 shares; 2025Q1: 100,229 shares; 2025Q2: 84,685 shares; 2025Q3: 75,918 shares; 2025Q4: 75,911 shares; 2026Q1: 47,433 shares; 2026Q2: 33,991 shares 33,991 $2.09M 0.08% -13,442 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,728 shares; 2024Q4: 19,454 shares; 2025Q1: 19,712 shares; 2025Q2: 19,722 shares; 2025Q3: 20,035 shares; 2025Q4: 21,162 shares; 2026Q1: 20,561 shares; 2026Q2: 20,851 shares 20,851 $2.04M 0.08% +290 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,470 shares; 2024Q4: 21,826 shares; 2025Q1: 21,753 shares; 2025Q2: 39,125 shares; 2025Q3: 75,283 shares; 2025Q4: 30,813 shares; 2026Q1: 23,750 shares; 2026Q2: 22,223 shares 22,223 $2.03M 0.08% -1,527 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: 5,069 shares; 2024Q4: 5,232 shares; 2025Q1: 5,156 shares; 2025Q2: 5,159 shares; 2025Q3: 6,351 shares; 2025Q4: 8,498 shares; 2026Q1: 15,493 shares; 2026Q2: 22,622 shares 22,622 $2.03M 0.08% +7,129 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: 23,908 shares; 2024Q4: 24,256 shares; 2025Q1: 24,320 shares; 2025Q2: 24,515 shares; 2025Q3: 23,652 shares; 2025Q4: 23,739 shares; 2026Q1: 23,998 shares; 2026Q2: 23,818 shares 23,818 $1.99M 0.08% -180 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,737 shares; 2025Q3: 16,071 shares; 2025Q4: 15,853 shares; 2026Q1: 8,834 shares; 2026Q2: 11,707 shares 11,707 $1.99M 0.08% +2,873 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,090 shares; 2025Q3: 21,637 shares; 2025Q4: 23,801 shares; 2026Q1: 25,278 shares; 2026Q2: 28,628 shares 28,628 $1.95M 0.08% +3,350 Timeline XBFR 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: 23,849 shares; 2026Q2: 71,585 shares 71,585 $1.91M 0.08% +47,736 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares; 2026Q2: 596 shares 596 $1.9M 0.08% -9 Timeline SPGP 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: 17,298 shares; 2024Q4: 17,597 shares; 2025Q1: 16,832 shares; 2025Q2: 16,960 shares; 2025Q3: 16,931 shares; 2025Q4: 15,222 shares; 2026Q1: 15,255 shares; 2026Q2: 15,546 shares 15,546 $1.9M 0.08% +291 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,577 shares; 2024Q4: 11,717 shares; 2025Q1: 12,378 shares; 2025Q2: 15,324 shares; 2025Q3: 15,429 shares; 2025Q4: 12,587 shares; 2026Q1: 12,566 shares; 2026Q2: 12,963 shares 12,963 $1.9M 0.08% +397 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: 58,715 shares; 2024Q4: 55,522 shares; 2025Q1: 59,541 shares; 2025Q2: 47,531 shares; 2025Q3: 47,439 shares; 2025Q4: 45,409 shares; 2026Q1: 41,468 shares; 2026Q2: 40,866 shares 40,866 $1.88M 0.07% -602 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: not reported; 2025Q1: 630 shares; 2025Q2: 2,469 shares; 2025Q3: 1,959 shares; 2025Q4: 2,130 shares; 2026Q1: 2,494 shares; 2026Q2: 2,372 shares 2,372 $1.81M 0.07% -122 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,124 shares; 2024Q4: 74,298 shares; 2025Q1: 70,128 shares; 2025Q2: 48,949 shares; 2025Q3: 45,065 shares; 2025Q4: 36,007 shares; 2026Q1: 30,890 shares; 2026Q2: 35,999 shares 35,999 $1.81M 0.07% +5,109 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: 23,833 shares 23,833 $1.76M 0.07% new Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,947 shares; 2025Q3: 30,695 shares; 2025Q4: 34,396 shares; 2026Q1: 27,126 shares; 2026Q2: 32,869 shares 32,869 $1.74M 0.07% +5,743 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,559 shares; 2025Q2: 26,938 shares; 2025Q3: 29,376 shares; 2025Q4: 31,811 shares; 2026Q1: 34,394 shares; 2026Q2: 35,134 shares 35,134 $1.7M 0.07% +740 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: 9,791 shares; 2024Q4: 9,855 shares; 2025Q1: 10,624 shares; 2025Q2: 10,571 shares; 2025Q3: 10,612 shares; 2025Q4: 10,540 shares; 2026Q1: 10,228 shares; 2026Q2: 10,246 shares 10,246 $1.68M 0.07% +18 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,836 shares; 2026Q1: 4,488 shares; 2026Q2: 5,439 shares 5,439 $1.65M 0.07% +951 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,210 shares; 2026Q2: 16,255 shares 16,255 $1.64M 0.06% +13,045 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,815 shares; 2024Q4: 16,316 shares; 2025Q1: 16,527 shares; 2025Q2: 26,879 shares; 2025Q3: 21,748 shares; 2025Q4: 23,129 shares; 2026Q1: 24,203 shares; 2026Q2: 13,916 shares 13,916 $1.63M 0.06% -10,287 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,472 shares; 2025Q4: 14,507 shares; 2026Q1: 36,105 shares; 2026Q2: 88,604 shares 88,604 $1.63M 0.06% +52,499 Timeline NBFR 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: 20,569 shares; 2026Q2: 58,762 shares 58,762 $1.6M 0.06% +38,193 Timeline AUMI THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,765 shares; 2025Q4: 6,998 shares; 2026Q1: 14,107 shares; 2026Q2: 20,508 shares 20,508 $1.58M 0.06% +6,401 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: 19,332 shares; 2024Q4: 7,432 shares; 2025Q1: 5,275 shares; 2025Q2: 7,044 shares; 2025Q3: 11,854 shares; 2025Q4: 22,791 shares; 2026Q1: 22,616 shares; 2026Q2: 34,825 shares 34,825 $1.58M 0.06% +12,209 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,385 shares; 2024Q4: 13,304 shares; 2025Q1: 13,250 shares; 2025Q2: 13,299 shares; 2025Q3: 13,222 shares; 2025Q4: 13,227 shares; 2026Q1: 13,082 shares; 2026Q2: 13,076 shares 13,076 $1.57M 0.06% -6 Timeline WTPI 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: 22,747 shares; 2025Q2: 34,099 shares; 2025Q3: 35,904 shares; 2025Q4: 37,379 shares; 2026Q1: 40,560 shares; 2026Q2: 47,191 shares 47,191 $1.55M 0.06% +6,631 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: not reported; 2025Q4: not reported; 2026Q1: 59,047 shares; 2026Q2: 65,250 shares 65,250 $1.53M 0.06% +6,203 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,952 shares 25,952 $1.51M 0.06% new 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: 3,598 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: 4,033 shares; 2025Q4: 5,952 shares; 2026Q1: 9,971 shares; 2026Q2: 19,798 shares 19,798 $1.51M 0.06% +9,827 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: 53,022 shares; 2024Q4: 52,115 shares; 2025Q1: 51,452 shares; 2025Q2: 45,088 shares; 2025Q3: 44,612 shares; 2025Q4: 43,803 shares; 2026Q1: 38,317 shares; 2026Q2: 34,812 shares 34,812 $1.5M 0.06% -3,505 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,788 shares; 2025Q3: 8,788 shares; 2025Q4: 8,788 shares; 2026Q1: 8,800 shares; 2026Q2: 8,788 shares 8,788 $1.49M 0.06% -12 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,423 shares; 2025Q1: 16,325 shares; 2025Q2: 17,792 shares; 2025Q3: 15,084 shares; 2025Q4: 15,744 shares; 2026Q1: 17,270 shares; 2026Q2: 23,638 shares 23,638 $1.49M 0.06% +6,368 Timeline URA 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: 58,017 shares; 2024Q4: 59,299 shares; 2025Q1: 65,736 shares; 2025Q2: 32,120 shares; 2025Q3: 34,039 shares; 2025Q4: 34,032 shares; 2026Q1: 34,129 shares; 2026Q2: 33,982 shares 33,982 $1.49M 0.06% -147 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,199 shares; 2025Q2: 29,624 shares; 2025Q3: 25,421 shares; 2025Q4: 14,570 shares; 2026Q1: 14,841 shares; 2026Q2: 14,718 shares 14,718 $1.48M 0.06% -123 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,519 shares; 2024Q4: 20,435 shares; 2025Q1: 19,654 shares; 2025Q2: 21,389 shares; 2025Q3: 10,901 shares; 2025Q4: 10,458 shares; 2026Q1: 10,849 shares; 2026Q2: 10,713 shares 10,713 $1.46M 0.06% -136 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,427 shares; 2024Q4: 40,390 shares; 2025Q1: 38,793 shares; 2025Q2: 38,411 shares; 2025Q3: 38,442 shares; 2025Q4: 36,811 shares; 2026Q1: 33,902 shares; 2026Q2: 31,691 shares 31,691 $1.44M 0.06% -2,211 Timeline SPCK COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,441 shares 8,441 $1.44M 0.06% new 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: 35,843 shares; 2026Q1: 31,625 shares; 2026Q2: 27,093 shares 27,093 $1.44M 0.06% -4,532 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,529 shares; 2024Q4: 6,597 shares; 2025Q1: 7,423 shares; 2025Q2: 7,513 shares; 2025Q3: 7,206 shares; 2025Q4: 7,364 shares; 2026Q1: 6,766 shares; 2026Q2: 6,887 shares 6,887 $1.44M 0.06% +121 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: 18,129 shares; 2024Q4: 18,730 shares; 2025Q1: 14,563 shares; 2025Q2: 10,930 shares; 2025Q3: 10,702 shares; 2025Q4: 10,018 shares; 2026Q1: 11,283 shares; 2026Q2: 11,768 shares 11,768 $1.4M 0.06% +485 Timeline BLCV 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: 11,679 shares; 2026Q2: 33,878 shares 33,878 $1.4M 0.06% +22,199 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,323 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,461 shares; 2026Q1: 2,693 shares; 2026Q2: 4,612 shares 4,612 $1.37M 0.05% +1,919 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: 3,162 shares; 2024Q4: 3,172 shares; 2025Q1: 3,180 shares; 2025Q2: 3,189 shares; 2025Q3: 3,196 shares; 2025Q4: 3,205 shares; 2026Q1: 3,212 shares; 2026Q2: 3,219 shares 3,219 $1.37M 0.05% +7 Timeline XMHQ 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: 61,328 shares; 2024Q4: 63,564 shares; 2025Q1: 59,565 shares; 2025Q2: 29,988 shares; 2025Q3: 14,139 shares; 2025Q4: 14,206 shares; 2026Q1: 12,620 shares; 2026Q2: 12,147 shares 12,147 $1.37M 0.05% -473 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: 702 shares; 2025Q3: 782 shares; 2025Q4: 910 shares; 2026Q1: 1,057 shares; 2026Q2: 1,167 shares 1,167 $1.37M 0.05% +110 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,295 shares; 2025Q2: 107,073 shares; 2025Q3: 109,902 shares; 2025Q4: 94,824 shares; 2026Q1: 55,503 shares; 2026Q2: 44,804 shares 44,804 $1.36M 0.05% -10,699 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,190 shares; 2024Q4: 28,131 shares; 2025Q1: 28,131 shares; 2025Q2: 28,131 shares; 2025Q3: 28,131 shares; 2025Q4: 28,131 shares; 2026Q1: 28,131 shares; 2026Q2: 28,131 shares 28,131 $1.35M 0.05% 0 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: 13,270 shares; 2024Q4: 14,915 shares; 2025Q1: 14,184 shares; 2025Q2: 14,732 shares; 2025Q3: 15,018 shares; 2025Q4: 15,032 shares; 2026Q1: 16,235 shares; 2026Q2: 16,297 shares 16,297 $1.35M 0.05% +62 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,709 shares; 2024Q4: 11,762 shares; 2025Q1: 10,908 shares; 2025Q2: 11,104 shares; 2025Q3: 9,950 shares; 2025Q4: 9,471 shares; 2026Q1: 9,294 shares; 2026Q2: 9,093 shares 9,093 $1.35M 0.05% -201 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,353 shares; 2026Q2: 12,435 shares 12,435 $1.33M 0.05% +4,082 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: 3,368 shares; 2024Q4: 3,008 shares; 2025Q1: 3,396 shares; 2025Q2: 4,847 shares; 2025Q3: 8,685 shares; 2025Q4: 8,690 shares; 2026Q1: 8,965 shares; 2026Q2: 9,442 shares 9,442 $1.32M 0.05% +477 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,058 shares; 2024Q4: 7,057 shares; 2025Q1: 8,653 shares; 2025Q2: 12,634 shares; 2025Q3: 11,222 shares; 2025Q4: 11,224 shares; 2026Q1: 11,243 shares; 2026Q2: 11,690 shares 11,690 $1.32M 0.05% +447 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: 12,675 shares; 2024Q4: 13,557 shares; 2025Q1: 12,893 shares; 2025Q2: 13,041 shares; 2025Q3: 13,293 shares; 2025Q4: 12,949 shares; 2026Q1: 12,879 shares; 2026Q2: 13,632 shares 13,632 $1.31M 0.05% +753 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,223 shares; 2024Q4: 5,225 shares; 2025Q1: 5,227 shares; 2025Q2: 57,989 shares; 2025Q3: 48,087 shares; 2025Q4: 38,484 shares; 2026Q1: 30,987 shares; 2026Q2: 19,800 shares 19,800 $1.3M 0.05% -11,187 Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 8,461 shares; 2025Q4: 9,403 shares; 2026Q1: 10,206 shares; 2026Q2: 10,535 shares 10,535 $1.3M 0.05% +329 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: 4,224 shares; 2024Q4: 1,690 shares; 2025Q1: 1,701 shares; 2025Q2: 1,679 shares; 2025Q3: 1,774 shares; 2025Q4: 1,883 shares; 2026Q1: 1,780 shares; 2026Q2: 1,967 shares 1,967 $1.29M 0.05% +187 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: 4,395 shares; 2024Q4: 4,211 shares; 2025Q1: 4,208 shares; 2025Q2: 4,212 shares; 2025Q3: 4,122 shares; 2025Q4: 4,698 shares; 2026Q1: 4,694 shares; 2026Q2: 4,737 shares 4,737 $1.29M 0.05% +43 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: 6,275 shares; 2024Q4: 6,248 shares; 2025Q1: 6,360 shares; 2025Q2: 6,020 shares; 2025Q3: 6,061 shares; 2025Q4: 6,104 shares; 2026Q1: 6,031 shares; 2026Q2: 5,858 shares 5,858 $1.29M 0.05% -173 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,880 shares; 2024Q4: 12,687 shares; 2025Q1: 18,641 shares; 2025Q2: 18,606 shares; 2025Q3: 9,958 shares; 2025Q4: 11,104 shares; 2026Q1: 12,199 shares; 2026Q2: 16,064 shares 16,064 $1.28M 0.05% +3,865 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,812 shares; 2024Q4: 62,006 shares; 2025Q1: 62,548 shares; 2025Q2: 59,297 shares; 2025Q3: 54,157 shares; 2025Q4: 55,079 shares; 2026Q1: 68,673 shares; 2026Q2: 16,225 shares 16,225 $1.28M 0.05% -52,448 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: 22,366 shares; 2024Q4: 16,807 shares; 2025Q1: 14,666 shares; 2025Q2: 11,882 shares; 2025Q3: 12,357 shares; 2025Q4: 12,387 shares; 2026Q1: 10,735 shares; 2026Q2: 9,151 shares 9,151 $1.28M 0.05% -1,584 Timeline RDVI 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: 8,480 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,226 shares 43,226 $1.27M 0.05% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,670 shares; 2024Q4: 18,927 shares; 2025Q1: 27,893 shares; 2025Q2: 28,922 shares; 2025Q3: 30,763 shares; 2025Q4: 31,221 shares; 2026Q1: 32,083 shares; 2026Q2: 34,069 shares 34,069 $1.27M 0.05% +1,986 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,348 shares; 2024Q4: 4,278 shares; 2025Q1: 5,129 shares; 2025Q2: 4,864 shares; 2025Q3: 4,877 shares; 2025Q4: 4,969 shares; 2026Q1: 5,203 shares; 2026Q2: 5,322 shares 5,322 $1.27M 0.05% +119 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,778 shares; 2024Q4: 10,001 shares; 2025Q1: 15,037 shares; 2025Q2: 15,579 shares; 2025Q3: 17,176 shares; 2025Q4: 24,987 shares; 2026Q1: 26,787 shares; 2026Q2: 28,417 shares 28,417 $1.26M 0.05% +1,630 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: 1,031 shares; 2024Q4: 1,120 shares; 2025Q1: 1,220 shares; 2025Q2: 1,226 shares; 2025Q3: 1,247 shares; 2025Q4: 13,418 shares; 2026Q1: 14,573 shares; 2026Q2: 17,446 shares 17,446 $1.25M 0.05% +2,873 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,017 shares; 2024Q4: 50,965 shares; 2025Q1: 59,608 shares; 2025Q2: 78,142 shares; 2025Q3: 11,588 shares; 2025Q4: 10,479 shares; 2026Q1: 11,087 shares; 2026Q2: 15,328 shares 15,328 $1.24M 0.05% +4,241 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,316 shares; 2024Q4: 9,550 shares; 2025Q1: 9,695 shares; 2025Q2: 13,040 shares; 2025Q3: 12,464 shares; 2025Q4: 12,573 shares; 2026Q1: 12,423 shares; 2026Q2: 11,986 shares 11,986 $1.24M 0.05% -437 Timeline VIS 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: 12,571 shares; 2024Q4: 4,244 shares; 2025Q1: 4,005 shares; 2025Q2: 4,187 shares; 2025Q3: 3,559 shares; 2025Q4: 3,202 shares; 2026Q1: 3,217 shares; 2026Q2: 3,440 shares 3,440 $1.24M 0.05% +223 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: 5,785 shares; 2024Q4: 5,890 shares; 2025Q1: 8,025 shares; 2025Q2: 8,107 shares; 2025Q3: 8,520 shares; 2025Q4: 7,383 shares; 2026Q1: 7,616 shares; 2026Q2: 7,529 shares 7,529 $1.23M 0.05% -87 Timeline SIL 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: 4,307 shares; 2025Q3: 7,318 shares; 2025Q4: 12,549 shares; 2026Q1: 14,278 shares; 2026Q2: 15,790 shares 15,790 $1.22M 0.05% +1,512 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,187 shares; 2025Q3: 2,890 shares; 2025Q4: 6,839 shares; 2026Q1: 7,866 shares; 2026Q2: 9,157 shares 9,157 $1.22M 0.05% +1,291 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,623 shares; 2026Q2: 13,872 shares 13,872 $1.22M 0.05% +249 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,969 shares; 2024Q4: 5,096 shares; 2025Q1: 5,096 shares; 2025Q2: 6,038 shares; 2025Q3: 11,535 shares; 2025Q4: 11,635 shares; 2026Q1: 12,300 shares; 2026Q2: 13,633 shares 13,633 $1.21M 0.05% +1,333 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: 3,752 shares; 2024Q4: 3,676 shares; 2025Q1: 3,678 shares; 2025Q2: 5,121 shares; 2025Q3: 5,065 shares; 2025Q4: 4,883 shares; 2026Q1: 5,002 shares; 2026Q2: 4,989 shares 4,989 $1.21M 0.05% -13 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: not reported; 2025Q3: not reported; 2025Q4: 1,397 shares; 2026Q1: 1,150 shares; 2026Q2: 1,252 shares 1,252 $1.21M 0.05% +102 Timeline IBTM 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: 35,254 shares; 2025Q3: 46,190 shares; 2025Q4: 44,849 shares; 2026Q1: 45,704 shares; 2026Q2: 52,951 shares 52,951 $1.2M 0.05% +7,247 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: 1,060 shares; 2024Q4: 1,196 shares; 2025Q1: 1,234 shares; 2025Q2: 1,282 shares; 2025Q3: 1,878 shares; 2025Q4: 1,948 shares; 2026Q1: 1,874 shares; 2026Q2: 1,884 shares 1,884 $1.2M 0.05% +10 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: 16,189 shares; 2024Q4: 18,369 shares; 2025Q1: 19,889 shares; 2025Q2: 20,856 shares; 2025Q3: 21,311 shares; 2025Q4: 22,680 shares; 2026Q1: 23,232 shares; 2026Q2: 24,110 shares 24,110 $1.19M 0.05% +878 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,309 shares; 2025Q1: 16,949 shares; 2025Q2: 18,078 shares; 2025Q3: 21,692 shares; 2025Q4: 24,993 shares; 2026Q1: 29,370 shares; 2026Q2: 31,389 shares 31,389 $1.19M 0.05% +2,019 Timeline BUFB 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: 84,363 shares; 2024Q4: 85,850 shares; 2025Q1: 71,312 shares; 2025Q2: 34,839 shares; 2025Q3: 34,077 shares; 2025Q4: 34,331 shares; 2026Q1: 30,720 shares; 2026Q2: 29,894 shares 29,894 $1.18M 0.05% -826 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,638 shares; 2026Q2: 37,263 shares 37,263 $1.16M 0.05% +5,625 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,338 shares; 2026Q2: 14,028 shares 14,028 $1.16M 0.05% +11,690 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617 shares; 2024Q4: 720 shares; 2025Q1: 613 shares; 2025Q2: 634 shares; 2025Q3: 635 shares; 2025Q4: 584 shares; 2026Q1: 606 shares; 2026Q2: 682 shares 682 $1.16M 0.05% +76 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,135 shares; 2024Q4: 58,135 shares; 2025Q1: 59,135 shares; 2025Q2: 45,229 shares; 2025Q3: 45,145 shares; 2025Q4: 44,765 shares; 2026Q1: 40,800 shares; 2026Q2: 40,201 shares 40,201 $1.15M 0.05% -599 Timeline QMOM 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: 14,532 shares; 2025Q1: 9,342 shares; 2025Q2: 11,673 shares; 2025Q3: 13,517 shares; 2025Q4: 13,408 shares; 2026Q1: 14,769 shares; 2026Q2: 14,500 shares 14,500 $1.14M 0.05% -269 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS 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: 34,111 shares; 2026Q2: 48,580 shares 48,580 $1.13M 0.04% +14,469 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,940 shares; 2024Q4: 37,015 shares; 2025Q1: 35,768 shares; 2025Q2: 36,496 shares; 2025Q3: 37,626 shares; 2025Q4: 24,098 shares; 2026Q1: 28,718 shares; 2026Q2: 29,123 shares 29,123 $1.11M 0.04% +405 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,971 shares; 2024Q4: 2,170 shares; 2025Q1: 2,268 shares; 2025Q2: 2,246 shares; 2025Q3: 2,192 shares; 2025Q4: 2,185 shares; 2026Q1: 2,196 shares; 2026Q2: 2,121 shares 2,121 $1.11M 0.04% -75 Timeline EALT 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: 34,047 shares; 2025Q2: 14,854 shares; 2025Q3: 14,854 shares; 2025Q4: 18,567 shares; 2026Q1: 38,468 shares; 2026Q2: 30,736 shares 30,736 $1.1M 0.04% -7,732 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: 885 shares; 2024Q4: 1,042 shares; 2025Q1: 1,288 shares; 2025Q2: 1,089 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares; 2026Q1: 1,158 shares; 2026Q2: 1,082 shares 1,082 $1.09M 0.04% -76 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,113 shares; 2024Q4: 6,052 shares; 2025Q1: 5,787 shares; 2025Q2: 5,798 shares; 2025Q3: 5,799 shares; 2025Q4: 5,922 shares; 2026Q1: 5,806 shares; 2026Q2: 5,807 shares 5,807 $1.09M 0.04% +1 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,900 shares; 2025Q4: 71,011 shares; 2026Q1: 16,136 shares; 2026Q2: 36,541 shares 36,541 $1.07M 0.04% +20,405 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: 5,801 shares; 2024Q4: 5,804 shares; 2025Q1: 6,074 shares; 2025Q2: 5,780 shares; 2025Q3: 5,483 shares; 2025Q4: 6,261 shares; 2026Q1: 5,825 shares; 2026Q2: 5,919 shares 5,919 $1.07M 0.04% +94 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: 2,047 shares; 2024Q4: 1,933 shares; 2025Q1: not reported; 2025Q2: 5,665 shares; 2025Q3: 6,805 shares; 2025Q4: 6,407 shares; 2026Q1: 7,103 shares; 2026Q2: 7,265 shares 7,265 $1.06M 0.04% +162 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,820 shares; 2026Q2: 4,820 shares 4,820 $1.06M 0.04% 0 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: 5,758 shares; 2024Q4: 5,593 shares; 2025Q1: 5,444 shares; 2025Q2: 9,331 shares; 2025Q3: 5,975 shares; 2025Q4: 12,134 shares; 2026Q1: 11,171 shares; 2026Q2: 12,739 shares 12,739 $1.05M 0.04% +1,568 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: 21,223 shares; 2024Q4: 21,806 shares; 2025Q1: 22,650 shares; 2025Q2: 22,985 shares; 2025Q3: 12,748 shares; 2025Q4: 13,198 shares; 2026Q1: 15,067 shares; 2026Q2: 17,507 shares 17,507 $1.05M 0.04% +2,440 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: 26,063 shares; 2024Q4: 25,882 shares; 2025Q1: 10,537 shares; 2025Q2: 10,254 shares; 2025Q3: 10,833 shares; 2025Q4: 10,613 shares; 2026Q1: 13,503 shares; 2026Q2: 13,821 shares 13,821 $1.04M 0.04% +318 Timeline JBND 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: 6,183 shares; 2025Q3: 9,403 shares; 2025Q4: 12,305 shares; 2026Q1: 14,875 shares; 2026Q2: 19,107 shares 19,107 $1.02M 0.04% +4,232 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,462 shares; 2024Q4: 5,419 shares; 2025Q1: 5,424 shares; 2025Q2: 9,877 shares; 2025Q3: 14,991 shares; 2025Q4: 13,723 shares; 2026Q1: 13,937 shares; 2026Q2: 15,528 shares 15,528 $1.02M 0.04% +1,591 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,287 shares; 2025Q3: 2,416 shares; 2025Q4: 2,856 shares; 2026Q1: 3,658 shares; 2026Q2: 3,724 shares 3,724 $1.01M 0.04% +66 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: 13,242 shares; 2025Q2: 9,013 shares; 2025Q3: 8,127 shares; 2025Q4: 8,000 shares; 2026Q1: 7,546 shares; 2026Q2: 16,918 shares 16,918 $1.01M 0.04% +9,372 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,081 shares; 2024Q4: 116,768 shares; 2025Q1: 153,655 shares; 2025Q2: 151,798 shares; 2025Q3: 148,624 shares; 2025Q4: 144,721 shares; 2026Q1: 149,387 shares; 2026Q2: 38,974 shares 38,974 $976K 0.04% -110,413 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,138 shares; 2025Q4: 14,067 shares; 2026Q1: 13,435 shares; 2026Q2: 12,968 shares 12,968 $975K 0.04% -467 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,152 shares 1,152 $967K 0.04% new 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: 17,724 shares; 2024Q4: 6,568 shares; 2025Q1: 6,246 shares; 2025Q2: 6,210 shares; 2025Q3: 5,824 shares; 2025Q4: 5,589 shares; 2026Q1: 6,096 shares; 2026Q2: 6,047 shares 6,047 $959K 0.04% -49 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,594 shares; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 2,237 shares; 2025Q4: 2,527 shares; 2026Q1: 2,559 shares; 2026Q2: 1,957 shares 1,957 $945K 0.04% -602 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,572 shares; 2025Q2: 8,685 shares; 2025Q3: 27,239 shares; 2025Q4: 26,996 shares; 2026Q1: 29,424 shares; 2026Q2: 35,759 shares 35,759 $944K 0.04% +6,335 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,616 shares; 2025Q2: 154,771 shares; 2025Q3: 99,239 shares; 2025Q4: 48,378 shares; 2026Q1: 28,075 shares; 2026Q2: 22,737 shares 22,737 $943K 0.04% -5,338 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: 2,660 shares; 2024Q4: 2,567 shares; 2025Q1: 2,670 shares; 2025Q2: 3,151 shares; 2025Q3: 3,098 shares; 2025Q4: 4,019 shares; 2026Q1: 3,363 shares; 2026Q2: 3,352 shares 3,352 $943K 0.04% -11 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: 1,272 shares; 2024Q4: 2,904 shares; 2025Q1: 3,195 shares; 2025Q2: 3,080 shares; 2025Q3: 2,965 shares; 2025Q4: 3,141 shares; 2026Q1: 3,148 shares; 2026Q2: 2,758 shares 2,758 $941K 0.04% -390 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: 19,503 shares; 2024Q4: 16,637 shares; 2025Q1: 16,100 shares; 2025Q2: 15,238 shares; 2025Q3: 15,381 shares; 2025Q4: 15,197 shares; 2026Q1: 15,933 shares; 2026Q2: 15,546 shares 15,546 $939K 0.04% -387 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,108 shares; 2025Q4: 11,847 shares; 2026Q1: 12,539 shares; 2026Q2: 13,692 shares 13,692 $937K 0.04% +1,153 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 152,442 shares; 2025Q1: 153,251 shares; 2025Q2: 20,808 shares; 2025Q3: 22,733 shares; 2025Q4: 23,183 shares; 2026Q1: 22,438 shares; 2026Q2: 23,213 shares 23,213 $919K 0.04% +775 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,239 shares; 2025Q4: 12,238 shares; 2026Q1: 12,702 shares; 2026Q2: 13,993 shares 13,993 $918K 0.04% +1,291 Timeline XMLV 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: 14,841 shares; 2024Q4: 14,617 shares; 2025Q1: 14,597 shares; 2025Q2: 14,271 shares; 2025Q3: 14,131 shares; 2025Q4: 14,120 shares; 2026Q1: 13,833 shares; 2026Q2: 13,813 shares 13,813 $916K 0.04% -20 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,592 shares; 2025Q2: 6,491 shares; 2025Q3: 8,814 shares; 2025Q4: 9,454 shares; 2026Q1: 9,770 shares; 2026Q2: 10,998 shares 10,998 $911K 0.04% +1,228 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,051 shares; 2024Q4: 49,487 shares; 2025Q1: 50,817 shares; 2025Q2: 43,441 shares; 2025Q3: 29,696 shares; 2025Q4: 28,316 shares; 2026Q1: 28,110 shares; 2026Q2: 29,731 shares 29,731 $910K 0.04% +1,621 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,071 shares; 2025Q3: 14,265 shares; 2025Q4: 16,830 shares; 2026Q1: 19,257 shares; 2026Q2: 19,800 shares 19,800 $906K 0.04% +543 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: 34,947 shares; 2024Q4: 35,802 shares; 2025Q1: 31,239 shares; 2025Q2: 19,750 shares; 2025Q3: 11,931 shares; 2025Q4: 11,726 shares; 2026Q1: 10,666 shares; 2026Q2: 9,607 shares 9,607 $902K 0.04% -1,059 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,621 shares; 2025Q4: 8,448 shares; 2026Q1: 9,231 shares; 2026Q2: 9,677 shares 9,677 $890K 0.04% +446 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,812 shares; 2025Q1: 4,796 shares; 2025Q2: 4,481 shares; 2025Q3: 4,846 shares; 2025Q4: 4,947 shares; 2026Q1: 5,492 shares; 2026Q2: 5,206 shares 5,206 $884K 0.03% -286 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,857 shares; 2026Q1: 1,681 shares; 2026Q2: 2,028 shares 2,028 $879K 0.03% +347 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: 4,357 shares; 2024Q4: 3,791 shares; 2025Q1: 9,865 shares; 2025Q2: 3,522 shares; 2025Q3: 3,469 shares; 2025Q4: 3,308 shares; 2026Q1: 7,328 shares; 2026Q2: 8,035 shares 8,035 $877K 0.03% +707 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,715 shares; 2024Q4: 44,384 shares; 2025Q1: 43,088 shares; 2025Q2: 42,502 shares; 2025Q3: 41,103 shares; 2025Q4: 40,348 shares; 2026Q1: 27,588 shares; 2026Q2: 21,166 shares 21,166 $874K 0.03% -6,422 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: 21,219 shares; 2024Q4: 26,462 shares; 2025Q1: 25,809 shares; 2025Q2: 25,195 shares; 2025Q3: 23,912 shares; 2025Q4: 23,435 shares; 2026Q1: 18,785 shares; 2026Q2: 18,676 shares 18,676 $857K 0.03% -109 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,386 shares; 2025Q3: 20,386 shares; 2025Q4: 20,386 shares; 2026Q1: 20,386 shares; 2026Q2: 20,386 shares 20,386 $850K 0.03% 0 Timeline DRLL 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: 102,232 shares; 2024Q4: 103,045 shares; 2025Q1: 81,579 shares; 2025Q2: 43,172 shares; 2025Q3: 31,025 shares; 2025Q4: 29,391 shares; 2026Q1: 25,890 shares; 2026Q2: 25,359 shares 25,359 $849K 0.03% -531 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,075 shares; 2025Q1: 6,659 shares; 2025Q2: 8,770 shares; 2025Q3: 11,670 shares; 2025Q4: 11,460 shares; 2026Q1: 11,368 shares; 2026Q2: 11,320 shares 11,320 $849K 0.03% -48 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,946 shares; 2024Q4: 13,918 shares; 2025Q1: 13,941 shares; 2025Q2: 14,246 shares; 2025Q3: 13,799 shares; 2025Q4: 12,475 shares; 2026Q1: 11,693 shares; 2026Q2: 11,403 shares 11,403 $848K 0.03% -290 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,658 shares; 2024Q4: 27,559 shares; 2025Q1: 26,092 shares; 2025Q2: 26,582 shares; 2025Q3: 26,965 shares; 2025Q4: 28,182 shares; 2026Q1: 40,754 shares; 2026Q2: 3,773 shares 3,773 $845K 0.03% -36,981 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,980 shares; 2024Q4: 15,772 shares; 2025Q1: 15,263 shares; 2025Q2: 15,898 shares; 2025Q3: 12,859 shares; 2025Q4: 12,624 shares; 2026Q1: 12,663 shares; 2026Q2: 13,825 shares 13,825 $839K 0.03% +1,162 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,281 shares; 2025Q2: 2,361 shares; 2025Q3: 3,213 shares; 2025Q4: 3,952 shares; 2026Q1: 4,659 shares; 2026Q2: 5,319 shares 5,319 $835K 0.03% +660 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: 1,623 shares; 2024Q4: 1,671 shares; 2025Q1: 1,866 shares; 2025Q2: 1,982 shares; 2025Q3: 2,062 shares; 2025Q4: 7,590 shares; 2026Q1: 8,025 shares; 2026Q2: 8,347 shares 8,347 $829K 0.03% +322 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: 35,022 shares; 2024Q4: 43,471 shares; 2025Q1: 45,358 shares; 2025Q2: 46,969 shares; 2025Q3: 44,041 shares; 2025Q4: 45,871 shares; 2026Q1: 46,672 shares; 2026Q2: 40,028 shares 40,028 $829K 0.03% -6,644 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: not reported; 2024Q4: not reported; 2025Q1: 9,566 shares; 2025Q2: 9,864 shares; 2025Q3: 12,546 shares; 2025Q4: 16,247 shares; 2026Q1: 18,289 shares; 2026Q2: 19,439 shares 19,439 $823K 0.03% +1,150 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,996 shares; 2024Q4: 19,888 shares; 2025Q1: 19,864 shares; 2025Q2: 19,772 shares; 2025Q3: 19,695 shares; 2025Q4: 18,444 shares; 2026Q1: 19,160 shares; 2026Q2: 18,818 shares 18,818 $819K 0.03% -342 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: 13,083 shares; 2024Q4: 12,976 shares; 2025Q1: 18,940 shares; 2025Q2: 16,010 shares; 2025Q3: 18,720 shares; 2025Q4: 19,548 shares; 2026Q1: 13,958 shares; 2026Q2: 7,664 shares 7,664 $804K 0.03% -6,294 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: 23,889 shares; 2024Q4: 23,874 shares; 2025Q1: 23,849 shares; 2025Q2: 23,849 shares; 2025Q3: 23,751 shares; 2025Q4: 23,751 shares; 2026Q1: 17,776 shares; 2026Q2: 17,552 shares 17,552 $801K 0.03% -224 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,957 shares; 2025Q4: 8,970 shares; 2026Q1: 8,021 shares; 2026Q2: 7,700 shares 7,700 $793K 0.03% -321 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 1,891 shares; 2025Q1: 1,851 shares; 2025Q2: 1,788 shares; 2025Q3: 1,795 shares; 2025Q4: 1,805 shares; 2026Q1: 1,868 shares; 2026Q2: 1,853 shares 1,853 $790K 0.03% -15 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,551 shares; 2024Q4: 9,551 shares; 2025Q1: 9,070 shares; 2025Q2: 9,070 shares; 2025Q3: 9,070 shares; 2025Q4: 9,070 shares; 2026Q1: 9,616 shares; 2026Q2: 9,616 shares 9,616 $788K 0.03% 0 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: 6,221 shares; 2024Q4: 8,572 shares; 2025Q1: 9,619 shares; 2025Q2: 9,518 shares; 2025Q3: 9,756 shares; 2025Q4: 9,962 shares; 2026Q1: 9,965 shares; 2026Q2: 9,016 shares 9,016 $784K 0.03% -949 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,809 shares; 2024Q4: 3,809 shares; 2025Q1: 3,889 shares; 2025Q2: 6,322 shares; 2025Q3: 6,320 shares; 2025Q4: 6,206 shares; 2026Q1: 6,206 shares; 2026Q2: 6,132 shares 6,132 $784K 0.03% -74 Timeline FGD 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: 24,084 shares; 2026Q2: 24,388 shares 24,388 $780K 0.03% +304 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,129 shares 9,129 $779K 0.03% new Timeline JNK 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: 36,440 shares; 2024Q4: 36,370 shares; 2025Q1: 35,955 shares; 2025Q2: 8,002 shares; 2025Q3: 8,641 shares; 2025Q4: 7,671 shares; 2026Q1: 7,808 shares; 2026Q2: 8,039 shares 8,039 $775K 0.03% +231 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,536 shares 1,536 $763K 0.03% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,731 shares; 2024Q4: 5,256 shares; 2025Q1: 5,700 shares; 2025Q2: 9,111 shares; 2025Q3: 9,862 shares; 2025Q4: 6,744 shares; 2026Q1: 6,046 shares; 2026Q2: 10,549 shares 10,549 $761K 0.03% +4,503 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,502 shares; 2024Q4: 16,703 shares; 2025Q1: 16,699 shares; 2025Q2: 14,433 shares; 2025Q3: 12,562 shares; 2025Q4: 10,499 shares; 2026Q1: 10,503 shares; 2026Q2: 10,008 shares 10,008 $759K 0.03% -495 Timeline NATO THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,318 shares; 2026Q1: 15,199 shares; 2026Q2: 18,531 shares 18,531 $752K 0.03% +3,332 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: 23,520 shares; 2024Q4: 22,894 shares; 2025Q1: 18,432 shares; 2025Q2: 18,997 shares; 2025Q3: 14,396 shares; 2025Q4: 10,756 shares; 2026Q1: 11,655 shares; 2026Q2: 11,955 shares 11,955 $749K 0.03% +300 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,639 shares; 2024Q4: not reported; 2025Q1: 13,174 shares; 2025Q2: 8,097 shares; 2025Q3: 21,650 shares; 2025Q4: 20,626 shares; 2026Q1: 22,779 shares; 2026Q2: 19,154 shares 19,154 $747K 0.03% -3,625 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 781 shares; 2025Q3: 1,205 shares; 2025Q4: 720 shares; 2026Q1: 1,076 shares; 2026Q2: 1,439 shares 1,439 $741K 0.03% +363 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,611 shares; 2024Q4: 17,211 shares; 2025Q1: 18,731 shares; 2025Q2: 18,867 shares; 2025Q3: 19,692 shares; 2025Q4: 23,800 shares; 2026Q1: 24,853 shares; 2026Q2: 25,559 shares 25,559 $738K 0.03% +706 Timeline GSC 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: 14,063 shares; 2024Q4: 19,900 shares; 2025Q1: 12,033 shares; 2025Q2: 11,603 shares; 2025Q3: 11,981 shares; 2025Q4: 11,606 shares; 2026Q1: 11,414 shares; 2026Q2: 10,513 shares 10,513 $728K 0.03% -901 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,733 shares; 2025Q4: 2,094 shares; 2026Q1: 2,038 shares; 2026Q2: 2,172 shares 2,172 $727K 0.03% +134 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,485 shares; 2024Q4: 17,561 shares; 2025Q1: 16,840 shares; 2025Q2: 20,624 shares; 2025Q3: 15,066 shares; 2025Q4: 7,768 shares; 2026Q1: 8,543 shares; 2026Q2: 7,646 shares 7,646 $725K 0.03% -897 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: 983 shares; 2024Q4: 911 shares; 2025Q1: 1,118 shares; 2025Q2: 1,353 shares; 2025Q3: 2,112 shares; 2025Q4: 2,212 shares; 2026Q1: 2,084 shares; 2026Q2: 2,137 shares 2,137 $723K 0.03% +53 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,293 shares; 2026Q2: 2,727 shares 2,727 $718K 0.03% +434 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,614 shares; 2025Q3: 6,775 shares; 2025Q4: 6,721 shares; 2026Q1: 6,681 shares; 2026Q2: 7,081 shares 7,081 $710K 0.03% +400 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: not reported; 2025Q2: not reported; 2025Q3: 12,867 shares; 2025Q4: 16,087 shares; 2026Q1: 20,023 shares; 2026Q2: 20,711 shares 20,711 $710K 0.03% +688 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: not reported; 2024Q4: 6,772 shares; 2025Q1: 7,866 shares; 2025Q2: 11,620 shares; 2025Q3: 13,216 shares; 2025Q4: 12,465 shares; 2026Q1: 13,333 shares; 2026Q2: 17,366 shares 17,366 $707K 0.03% +4,033 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: 3,128 shares 3,128 $700K 0.03% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,125 shares 3,125 $691K 0.03% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,269 shares; 2024Q4: 9,930 shares; 2025Q1: 9,375 shares; 2025Q2: 10,294 shares; 2025Q3: 10,828 shares; 2025Q4: 13,326 shares; 2026Q1: 14,479 shares; 2026Q2: 18,005 shares 18,005 $683K 0.03% +3,526 Timeline DDFS 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: 30,643 shares; 2025Q4: 32,559 shares; 2026Q1: 31,359 shares; 2026Q2: 31,083 shares 31,083 $683K 0.03% -276 Timeline BSVO 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: 26,801 shares; 2024Q4: 24,770 shares; 2025Q1: 24,770 shares; 2025Q2: 24,268 shares; 2025Q3: 23,118 shares; 2025Q4: 23,118 shares; 2026Q1: 23,118 shares; 2026Q2: 23,118 shares 23,118 $675K 0.03% 0 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: 1,449 shares; 2024Q4: 1,458 shares; 2025Q1: 1,497 shares; 2025Q2: 1,669 shares; 2025Q3: 1,382 shares; 2025Q4: 1,362 shares; 2026Q1: 1,320 shares; 2026Q2: 1,803 shares 1,803 $674K 0.03% +483 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: 7,890 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,310 shares; 2025Q4: 6,822 shares; 2026Q1: 6,272 shares; 2026Q2: 12,457 shares 12,457 $666K 0.03% +6,185 Timeline SHOC 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: 55,295 shares; 2024Q4: 43,283 shares; 2025Q1: 16,556 shares; 2025Q2: 8,154 shares; 2025Q3: 7,073 shares; 2025Q4: 6,332 shares; 2026Q1: 5,618 shares; 2026Q2: 5,395 shares 5,395 $658K 0.03% -223 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: 18,310 shares; 2024Q4: 17,442 shares; 2025Q1: 16,608 shares; 2025Q2: 16,892 shares; 2025Q3: 8,185 shares; 2025Q4: 8,202 shares; 2026Q1: 8,195 shares; 2026Q2: 8,466 shares 8,466 $648K 0.03% +271 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,850 shares; 2024Q4: 7,864 shares; 2025Q1: 7,398 shares; 2025Q2: 7,921 shares; 2025Q3: 10,323 shares; 2025Q4: 11,704 shares; 2026Q1: 12,768 shares; 2026Q2: 12,888 shares 12,888 $643K 0.03% +120 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,350 shares; 2024Q4: 36,705 shares; 2025Q1: 27,850 shares; 2025Q2: 28,160 shares; 2025Q3: 35,365 shares; 2025Q4: 24,275 shares; 2026Q1: 42,365 shares; 2026Q2: 42,555 shares 42,555 $642K 0.03% +190 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,008 shares; 2024Q4: 5,031 shares; 2025Q1: 5,031 shares; 2025Q2: 5,031 shares; 2025Q3: 5,031 shares; 2025Q4: 5,031 shares; 2026Q1: 5,031 shares; 2026Q2: 5,031 shares 5,031 $642K 0.03% 0 Timeline SPHY 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: 26,510 shares; 2024Q4: 27,715 shares; 2025Q1: 26,749 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,732 shares; 2026Q1: 26,933 shares; 2026Q2: 27,353 shares 27,353 $641K 0.03% +420 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,974 shares; 2025Q4: 53,712 shares; 2026Q1: 57,720 shares; 2026Q2: 42,650 shares 42,650 $641K 0.03% -15,070 Timeline XSVM 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: 12,070 shares; 2024Q4: 12,110 shares; 2025Q1: 10,841 shares; 2025Q2: 8,920 shares; 2025Q3: 8,899 shares; 2025Q4: 9,019 shares; 2026Q1: 9,019 shares; 2026Q2: 9,099 shares 9,099 $633K 0.03% +80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 1,219 shares; 2025Q4: 1,290 shares; 2026Q1: 1,192 shares; 2026Q2: 1,209 shares 1,209 $633K 0.02% +17 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,165 shares; 2024Q4: 5,240 shares; 2025Q1: 5,303 shares; 2025Q2: 5,460 shares; 2025Q3: 5,460 shares; 2025Q4: 5,460 shares; 2026Q1: 5,460 shares; 2026Q2: 5,460 shares 5,460 $627K 0.02% 0 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: 5,327 shares; 2024Q4: 4,689 shares; 2025Q1: 4,738 shares; 2025Q2: 5,139 shares; 2025Q3: 5,365 shares; 2025Q4: 4,931 shares; 2026Q1: 5,209 shares; 2026Q2: 5,275 shares 5,275 $621K 0.02% +66 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,543 shares; 2024Q4: 2,543 shares; 2025Q1: 4,543 shares; 2025Q2: 3,830 shares; 2025Q3: 3,630 shares; 2025Q4: 3,451 shares; 2026Q1: 3,426 shares; 2026Q2: 3,491 shares 3,491 $617K 0.02% +65 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,721 shares; 2024Q4: 11,721 shares; 2025Q1: 11,721 shares; 2025Q2: 11,655 shares; 2025Q3: 11,655 shares; 2025Q4: 11,655 shares; 2026Q1: 11,556 shares; 2026Q2: 11,341 shares 11,341 $608K 0.02% -215 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 5,769 shares; 2025Q4: 6,157 shares; 2026Q1: 5,832 shares; 2026Q2: 6,138 shares 6,138 $603K 0.02% +306 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: 4,996 shares; 2024Q4: 5,010 shares; 2025Q1: 4,769 shares; 2025Q2: 4,709 shares; 2025Q3: 4,726 shares; 2025Q4: 4,335 shares; 2026Q1: 4,385 shares; 2026Q2: 4,344 shares 4,344 $597K 0.02% -41 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: 4,370 shares; 2024Q4: 4,381 shares; 2025Q1: 4,569 shares; 2025Q2: 4,029 shares; 2025Q3: 3,853 shares; 2025Q4: 3,856 shares; 2026Q1: 4,179 shares; 2026Q2: 7,711 shares 7,711 $595K 0.02% +3,532 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: 6,438 shares; 2024Q4: 6,469 shares; 2025Q1: 6,869 shares; 2025Q2: 7,180 shares; 2025Q3: 7,160 shares; 2025Q4: 6,915 shares; 2026Q1: 6,946 shares; 2026Q2: 6,447 shares 6,447 $592K 0.02% -499 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,613 shares; 2026Q2: 10,071 shares 10,071 $586K 0.02% +458 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: 2,860 shares; 2024Q4: 2,760 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares; 2025Q4: 2,572 shares; 2026Q1: 2,572 shares; 2026Q2: 2,578 shares 2,578 $585K 0.02% +6 Timeline DDTS 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: 31,564 shares; 2025Q4: 26,894 shares; 2026Q1: 26,744 shares; 2026Q2: 25,867 shares 25,867 $582K 0.02% -877 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,843 shares; 2024Q4: 3,355 shares; 2025Q1: 3,211 shares; 2025Q2: 2,776 shares; 2025Q3: 2,664 shares; 2025Q4: 2,495 shares; 2026Q1: 2,614 shares; 2026Q2: 2,093 shares 2,093 $577K 0.02% -521 Timeline NVDY 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: 20,612 shares; 2024Q4: 22,440 shares; 2025Q1: 28,658 shares; 2025Q2: 34,613 shares; 2025Q3: 37,521 shares; 2025Q4: 43,374 shares; 2026Q1: 47,809 shares; 2026Q2: 46,308 shares 46,308 $576K 0.02% -1,501 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,338 shares; 2024Q4: 20,539 shares; 2025Q1: 8,983 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,347 shares 11,347 $573K 0.02% new Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,466 shares; 2024Q4: 6,504 shares; 2025Q1: 6,399 shares; 2025Q2: 6,399 shares; 2025Q3: 7,261 shares; 2025Q4: 10,707 shares; 2026Q1: 11,665 shares; 2026Q2: 11,670 shares 11,670 $564K 0.02% +5 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,740 shares; 2026Q1: 28,740 shares; 2026Q2: 28,090 shares 28,090 $564K 0.02% -650 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: 5,499 shares; 2024Q4: 5,504 shares; 2025Q1: 5,617 shares; 2025Q2: 5,958 shares; 2025Q3: 7,914 shares; 2025Q4: 7,662 shares; 2026Q1: 7,905 shares; 2026Q2: 7,420 shares 7,420 $560K 0.02% -485 Timeline M MACYS INC More: the full row for MACYS 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: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 23,750 shares; 2026Q2: 23,750 shares 23,750 $559K 0.02% 0 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: 6,188 shares; 2024Q4: 6,320 shares; 2025Q1: 6,352 shares; 2025Q2: 6,367 shares; 2025Q3: 6,185 shares; 2025Q4: 6,517 shares; 2026Q1: 6,353 shares; 2026Q2: 6,367 shares 6,367 $554K 0.02% +14 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,393 shares; 2024Q4: 13,537 shares; 2025Q1: 8,969 shares; 2025Q2: 9,472 shares; 2025Q3: 11,646 shares; 2025Q4: 11,570 shares; 2026Q1: 11,430 shares; 2026Q2: 9,796 shares 9,796 $551K 0.02% -1,634 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: 9,125 shares; 2024Q4: 9,125 shares; 2025Q1: 9,035 shares; 2025Q2: 8,444 shares; 2025Q3: 8,244 shares; 2025Q4: 7,245 shares; 2026Q1: 7,108 shares; 2026Q2: 7,108 shares 7,108 $550K 0.02% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,985 shares; 2024Q4: 3,965 shares; 2025Q1: 3,920 shares; 2025Q2: 3,930 shares; 2025Q3: 3,786 shares; 2025Q4: 3,795 shares; 2026Q1: 3,320 shares; 2026Q2: 3,297 shares 3,297 $540K 0.02% -23 Timeline JNUG DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,914 shares; 2024Q4: 10,765 shares; 2025Q1: 9,121 shares; 2025Q2: 7,847 shares; 2025Q3: 7,239 shares; 2025Q4: 3,615 shares; 2026Q1: 3,230 shares; 2026Q2: 4,458 shares 4,458 $538K 0.02% +1,228 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,322 shares; 2024Q4: 4,458 shares; 2025Q1: 6,036 shares; 2025Q2: 5,805 shares; 2025Q3: 5,546 shares; 2025Q4: 5,182 shares; 2026Q1: 6,591 shares; 2026Q2: 4,945 shares 4,945 $530K 0.02% -1,646 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,597 shares; 2024Q4: 21,838 shares; 2025Q1: 22,437 shares; 2025Q2: 21,561 shares; 2025Q3: 23,613 shares; 2025Q4: 24,579 shares; 2026Q1: 27,777 shares; 2026Q2: 28,730 shares 28,730 $529K 0.02% +953 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,239 shares; 2024Q4: 3,666 shares; 2025Q1: 4,205 shares; 2025Q2: 5,342 shares; 2025Q3: 5,383 shares; 2025Q4: 5,712 shares; 2026Q1: 5,724 shares; 2026Q2: 3,377 shares 3,377 $529K 0.02% -2,347 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: 6,687 shares; 2024Q4: 6,687 shares; 2025Q1: 6,185 shares; 2025Q2: 9,104 shares; 2025Q3: 9,104 shares; 2025Q4: 8,976 shares; 2026Q1: 8,976 shares; 2026Q2: 8,928 shares 8,928 $529K 0.02% -48 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,368 shares; 2024Q4: 76,185 shares; 2025Q1: 75,045 shares; 2025Q2: 18,423 shares; 2025Q3: 21,285 shares; 2025Q4: 18,282 shares; 2026Q1: 19,723 shares; 2026Q2: 19,795 shares 19,795 $525K 0.02% +72 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE 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: 13,432 shares; 2026Q1: 12,546 shares; 2026Q2: 13,917 shares 13,917 $523K 0.02% +1,371 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: not reported; 2025Q4: 3,526 shares; 2026Q1: 5,415 shares; 2026Q2: 5,227 shares 5,227 $520K 0.02% -188 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: not reported; 2024Q4: not reported; 2025Q1: 9,673 shares; 2025Q2: 9,686 shares; 2025Q3: 9,498 shares; 2025Q4: 12,307 shares; 2026Q1: 11,870 shares; 2026Q2: 11,677 shares 11,677 $518K 0.02% -193 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,566 shares; 2024Q4: 15,956 shares; 2025Q1: 15,956 shares; 2025Q2: 15,956 shares; 2025Q3: 16,256 shares; 2025Q4: 17,884 shares; 2026Q1: 17,408 shares; 2026Q2: 17,140 shares 17,140 $518K 0.02% -268 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,820 shares; 2024Q4: 261,354 shares; 2025Q1: 297,575 shares; 2025Q2: 329,262 shares; 2025Q3: 347,858 shares; 2025Q4: 340,306 shares; 2026Q1: 332,204 shares; 2026Q2: 36,896 shares 36,896 $510K 0.02% -295,308 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,452 shares; 2024Q4: 3,453 shares; 2025Q1: 3,404 shares; 2025Q2: 3,405 shares; 2025Q3: 3,306 shares; 2025Q4: 3,307 shares; 2026Q1: 3,227 shares; 2026Q2: 3,355 shares 3,355 $510K 0.02% +128 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,232 shares; 2026Q1: 13,320 shares; 2026Q2: 14,428 shares 14,428 $508K 0.02% +1,108 Timeline MLPX 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: 4,644 shares; 2024Q4: 4,669 shares; 2025Q1: 11,748 shares; 2025Q2: 32,822 shares; 2025Q3: 37,401 shares; 2025Q4: 40,640 shares; 2026Q1: 40,311 shares; 2026Q2: 6,811 shares 6,811 $502K 0.02% -33,500 Timeline IBTL 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: 15,926 shares; 2025Q3: 21,366 shares; 2025Q4: 19,930 shares; 2026Q1: 20,679 shares; 2026Q2: 24,834 shares 24,834 $501K 0.02% +4,155 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,764 shares; 2024Q4: 40,799 shares; 2025Q1: 41,245 shares; 2025Q2: 30,243 shares; 2025Q3: 22,946 shares; 2025Q4: 21,448 shares; 2026Q1: 20,443 shares; 2026Q2: 18,095 shares 18,095 $498K 0.02% -2,348 Timeline DDFY 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: 24,835 shares 24,835 $497K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,126 shares; 2024Q4: 5,076 shares; 2025Q1: 5,069 shares; 2025Q2: 5,534 shares; 2025Q3: 6,394 shares; 2025Q4: 6,906 shares; 2026Q1: 8,222 shares; 2026Q2: 7,913 shares 7,913 $490K 0.02% -309 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: 10,806 shares; 2024Q4: 10,806 shares; 2025Q1: 11,861 shares; 2025Q2: 10,727 shares; 2025Q3: 10,672 shares; 2025Q4: 10,672 shares; 2026Q1: 10,672 shares; 2026Q2: 10,672 shares 10,672 $487K 0.02% 0 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: 2,452 shares; 2024Q4: 2,319 shares; 2025Q1: 2,320 shares; 2025Q2: 2,320 shares; 2025Q3: 2,313 shares; 2025Q4: 2,279 shares; 2026Q1: 2,186 shares; 2026Q2: 2,144 shares 2,144 $487K 0.02% -42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,185 shares 5,185 $486K 0.02% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,108 shares; 2026Q2: 1,743 shares 1,743 $481K 0.02% -365 Timeline YJUN 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: 19,887 shares; 2024Q4: 19,887 shares; 2025Q1: 19,887 shares; 2025Q2: 19,887 shares; 2025Q3: 19,887 shares; 2025Q4: 17,908 shares; 2026Q1: 17,908 shares; 2026Q2: 17,908 shares 17,908 $480K 0.02% 0 Timeline GEQ 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: 9,370 shares 9,370 $479K 0.02% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 697 shares; 2026Q1: 2,003 shares; 2026Q2: 1,293 shares 1,293 $472K 0.02% -710 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,345 shares; 2026Q1: 12,176 shares; 2026Q2: 12,531 shares 12,531 $471K 0.02% +355 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,938 shares; 2026Q2: 8,921 shares 8,921 $471K 0.02% -17 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,111 shares; 2025Q2: 46,439 shares; 2025Q3: 41,147 shares; 2025Q4: 24,332 shares; 2026Q1: 22,109 shares; 2026Q2: 28,767 shares 28,767 $469K 0.02% +6,658 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,102 shares; 2024Q4: 19,378 shares; 2025Q1: 5,365 shares; 2025Q2: 5,365 shares; 2025Q3: 5,090 shares; 2025Q4: 4,790 shares; 2026Q1: 5,755 shares; 2026Q2: 6,099 shares 6,099 $469K 0.02% +344 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,318 shares; 2024Q4: 7,294 shares; 2025Q1: 7,294 shares; 2025Q2: 7,334 shares; 2025Q3: 7,359 shares; 2025Q4: 8,419 shares; 2026Q1: 8,542 shares; 2026Q2: 8,646 shares 8,646 $469K 0.02% +104 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; 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: 17,688 shares; 2026Q1: 18,492 shares; 2026Q2: 14,892 shares 14,892 $468K 0.02% -3,600 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,420 shares; 2025Q3: 3,423 shares; 2025Q4: 3,231 shares; 2026Q1: 3,695 shares; 2026Q2: 3,595 shares 3,595 $466K 0.02% -100 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: 13,566 shares; 2025Q1: 14,004 shares; 2025Q2: 14,981 shares; 2025Q3: 13,285 shares; 2025Q4: 12,345 shares; 2026Q1: 12,830 shares; 2026Q2: 8,679 shares 8,679 $462K 0.02% -4,151 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 2,405 shares; 2026Q2: 2,410 shares 2,410 $457K 0.02% +5 Timeline IBTO 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: 14,883 shares; 2025Q3: 19,507 shares; 2025Q4: 19,334 shares; 2026Q1: 19,302 shares; 2026Q2: 18,896 shares 18,896 $456K 0.02% -406 Timeline XPO XPO INC More: the full row for XPO 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: 2,777 shares; 2026Q1: 1,888 shares; 2026Q2: 2,217 shares 2,217 $455K 0.02% +329 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,027 shares; 2024Q4: 1,984 shares; 2025Q1: 1,545 shares; 2025Q2: 1,539 shares; 2025Q3: 1,535 shares; 2025Q4: 1,551 shares; 2026Q1: 1,406 shares; 2026Q2: 2,532 shares 2,532 $455K 0.02% +1,126 Timeline CMBS 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: 7,076 shares; 2025Q3: 9,620 shares; 2025Q4: 9,503 shares; 2026Q1: 9,485 shares; 2026Q2: 9,255 shares 9,255 $450K 0.02% -230 Timeline GOOY 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: 18,182 shares; 2024Q4: 20,136 shares; 2025Q1: 22,529 shares; 2025Q2: 24,302 shares; 2025Q3: 26,280 shares; 2025Q4: 30,777 shares; 2026Q1: 32,797 shares; 2026Q2: 33,868 shares 33,868 $449K 0.02% +1,071 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,820 shares; 2026Q1: 9,226 shares; 2026Q2: 9,893 shares 9,893 $449K 0.02% +667 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: not reported; 2024Q4: 9,803 shares; 2025Q1: 10,918 shares; 2025Q2: 9,928 shares; 2025Q3: 9,928 shares; 2025Q4: 9,116 shares; 2026Q1: 7,088 shares; 2026Q2: 7,602 shares 7,602 $448K 0.02% +514 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,819 shares; 2025Q4: 8,472 shares; 2026Q1: 10,917 shares; 2026Q2: 11,921 shares 11,921 $447K 0.02% +1,004 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,277 shares; 2026Q1: 12,732 shares; 2026Q2: 11,976 shares 11,976 $447K 0.02% -756 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,051 shares; 2025Q3: not reported; 2025Q4: 8,999 shares; 2026Q1: 7,299 shares; 2026Q2: 6,947 shares 6,947 $443K 0.02% -352 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: 903 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: 1,056 shares; 2026Q1: 1,152 shares; 2026Q2: 1,114 shares 1,114 $443K 0.02% -38 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,729 shares 1,729 $442K 0.02% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,069 shares; 2025Q3: 15,861 shares; 2025Q4: 15,414 shares; 2026Q1: 15,388 shares; 2026Q2: 19,192 shares 19,192 $439K 0.02% +3,804 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,117 shares; 2024Q4: 9,047 shares; 2025Q1: 9,022 shares; 2025Q2: 8,847 shares; 2025Q3: 8,847 shares; 2025Q4: 8,847 shares; 2026Q1: 9,182 shares; 2026Q2: 9,182 shares 9,182 $439K 0.02% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,089 shares; 2024Q4: 40,427 shares; 2025Q1: 32,793 shares; 2025Q2: 16,022 shares; 2025Q3: 19,475 shares; 2025Q4: 12,054 shares; 2026Q1: 5,498 shares; 2026Q2: 3,911 shares 3,911 $438K 0.02% -1,587 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,339 shares; 2024Q4: 2,511 shares; 2025Q1: 2,466 shares; 2025Q2: 2,989 shares; 2025Q3: 5,176 shares; 2025Q4: 3,217 shares; 2026Q1: 3,227 shares; 2026Q2: 2,733 shares 2,733 $434K 0.02% -494 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: 2,101 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,051 shares; 2025Q3: 2,051 shares; 2025Q4: 2,034 shares; 2026Q1: 2,051 shares; 2026Q2: 2,035 shares 2,035 $433K 0.02% -16 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 58,760 shares; 2026Q2: 49,260 shares 49,260 $431K 0.02% -9,500 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,003 shares; 2025Q1: 12,003 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,878 shares; 2026Q1: 11,256 shares; 2026Q2: 7,718 shares 7,718 $429K 0.02% -3,538 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,538 shares; 2025Q3: 15,428 shares; 2025Q4: 15,283 shares; 2026Q1: 15,256 shares; 2026Q2: 19,139 shares 19,139 $428K 0.02% +3,883 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,020 shares; 2024Q4: 9,633 shares; 2025Q1: 10,251 shares; 2025Q2: 8,712 shares; 2025Q3: 7,918 shares; 2025Q4: 6,171 shares; 2026Q1: not reported; 2026Q2: 1,603 shares 1,603 $427K 0.02% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,937 shares; 2025Q3: 5,937 shares; 2025Q4: 6,007 shares; 2026Q1: 6,007 shares; 2026Q2: 6,007 shares 6,007 $424K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE 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: 914 shares; 2026Q1: 1,514 shares; 2026Q2: 2,104 shares 2,104 $422K 0.02% +590 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: 5,236 shares; 2024Q4: 5,282 shares; 2025Q1: 5,192 shares; 2025Q2: 4,662 shares; 2025Q3: 4,530 shares; 2025Q4: 4,530 shares; 2026Q1: 4,380 shares; 2026Q2: 4,380 shares 4,380 $419K 0.02% 0 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,574 shares; 2024Q4: 9,574 shares; 2025Q1: 9,574 shares; 2025Q2: 8,954 shares; 2025Q3: 8,957 shares; 2025Q4: 8,854 shares; 2026Q1: 8,754 shares; 2026Q2: 7,929 shares 7,929 $417K 0.02% -825 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,738 shares; 2026Q2: 10,049 shares 10,049 $415K 0.02% +4,311 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,011 shares; 2024Q4: 16,011 shares; 2025Q1: 16,011 shares; 2025Q2: 13,913 shares; 2025Q3: 13,732 shares; 2025Q4: 11,141 shares; 2026Q1: 10,380 shares; 2026Q2: 10,266 shares 10,266 $410K 0.02% -114 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: 7,251 shares; 2024Q4: 7,153 shares; 2025Q1: 6,104 shares; 2025Q2: 28,666 shares; 2025Q3: 25,627 shares; 2025Q4: 5,059 shares; 2026Q1: 4,235 shares; 2026Q2: 4,011 shares 4,011 $410K 0.02% -224 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,195 shares; 2026Q2: 5,195 shares 5,195 $407K 0.02% 0 Timeline FEZ 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: not reported; 2024Q4: not reported; 2025Q1: 8,962 shares; 2025Q2: 8,925 shares; 2025Q3: 8,681 shares; 2025Q4: 7,920 shares; 2026Q1: 7,296 shares; 2026Q2: 5,904 shares 5,904 $405K 0.02% -1,392 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,044 shares; 2026Q1: 8,569 shares; 2026Q2: 9,329 shares 9,329 $404K 0.02% +760 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: 934 shares; 2024Q4: 915 shares; 2025Q1: 1,017 shares; 2025Q2: 888 shares; 2025Q3: 901 shares; 2025Q4: 901 shares; 2026Q1: 1,177 shares; 2026Q2: 1,177 shares 1,177 $401K 0.02% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,740 shares; 2024Q4: 7,655 shares; 2025Q1: not reported; 2025Q2: 4,776 shares; 2025Q3: 4,961 shares; 2025Q4: 4,389 shares; 2026Q1: 4,718 shares; 2026Q2: 4,635 shares 4,635 $401K 0.02% -83 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: not reported; 2024Q4: not reported; 2025Q1: 11,330 shares; 2025Q2: 7,249 shares; 2025Q3: 7,048 shares; 2025Q4: 10,006 shares; 2026Q1: 10,564 shares; 2026Q2: 10,174 shares 10,174 $400K 0.02% -390 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,326 shares; 2024Q4: 30,626 shares; 2025Q1: 29,396 shares; 2025Q2: 29,396 shares; 2025Q3: 17,962 shares; 2025Q4: 12,877 shares; 2026Q1: 10,467 shares; 2026Q2: 7,867 shares 7,867 $398K 0.02% -2,600 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,312 shares; 2024Q4: 6,208 shares; 2025Q1: 6,208 shares; 2025Q2: 6,208 shares; 2025Q3: 6,208 shares; 2025Q4: 5,932 shares; 2026Q1: 5,932 shares; 2026Q2: 5,932 shares 5,932 $398K 0.02% 0 Timeline JAVA 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: 61,108 shares; 2024Q4: 32,836 shares; 2025Q1: 8,956 shares; 2025Q2: 5,731 shares; 2025Q3: 5,086 shares; 2025Q4: 5,086 shares; 2026Q1: 5,086 shares; 2026Q2: 4,993 shares 4,993 $396K 0.02% -93 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,418 shares 3,418 $395K 0.02% new Timeline DDFM 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: 19,980 shares; 2026Q2: 19,980 shares 19,980 $395K 0.02% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,349 shares; 2024Q4: 3,266 shares; 2025Q1: 2,789 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,031 shares 5,031 $392K 0.02% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS 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: 2,095 shares; 2025Q4: 2,095 shares; 2026Q1: 2,075 shares; 2026Q2: 2,075 shares 2,075 $392K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,506 shares; 2024Q4: 1,413 shares; 2025Q1: 1,351 shares; 2025Q2: 1,352 shares; 2025Q3: 1,116 shares; 2025Q4: 1,114 shares; 2026Q1: 1,061 shares; 2026Q2: 1,054 shares 1,054 $391K 0.02% -7 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,490 shares; 2024Q4: 5,175 shares; 2025Q1: 5,175 shares; 2025Q2: 5,175 shares; 2025Q3: 5,204 shares; 2025Q4: 6,274 shares; 2026Q1: 6,529 shares; 2026Q2: 6,543 shares 6,543 $385K 0.02% +14 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,980 shares; 2024Q4: 1,602 shares; 2025Q1: 1,602 shares; 2025Q2: 1,722 shares; 2025Q3: 1,648 shares; 2025Q4: 3,249 shares; 2026Q1: 3,249 shares; 2026Q2: 3,249 shares 3,249 $381K 0.02% 0 Timeline XLRE 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: 45,852 shares; 2024Q4: 27,950 shares; 2025Q1: 24,691 shares; 2025Q2: 25,490 shares; 2025Q3: 24,183 shares; 2025Q4: 12,325 shares; 2026Q1: 10,454 shares; 2026Q2: 8,632 shares 8,632 $380K 0.02% -1,822 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,047 shares; 2024Q4: 962 shares; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 931 shares; 2025Q4: 931 shares; 2026Q1: 966 shares; 2026Q2: 956 shares 956 $380K 0.01% -10 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,116 shares; 2025Q4: 2,217 shares; 2026Q1: 2,395 shares; 2026Q2: 2,295 shares 2,295 $380K 0.01% -100 Timeline GII 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,218 shares; 2025Q4: 38,098 shares; 2026Q1: 5,289 shares; 2026Q2: 4,957 shares 4,957 $375K 0.01% -332 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,559 shares; 2024Q4: 35,673 shares; 2025Q1: 36,095 shares; 2025Q2: 4,771 shares; 2025Q3: 4,171 shares; 2025Q4: 4,199 shares; 2026Q1: 4,233 shares; 2026Q2: 4,272 shares 4,272 $375K 0.01% +39 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 568 shares; 2026Q2: 760 shares 760 $373K 0.01% +192 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: 589 shares; 2024Q4: 633 shares; 2025Q1: 597 shares; 2025Q2: 578 shares; 2025Q3: 529 shares; 2025Q4: 529 shares; 2026Q1: 529 shares; 2026Q2: 530 shares 530 $372K 0.01% +1 Timeline AMLP 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: 9,223 shares; 2024Q4: 9,026 shares; 2025Q1: 8,539 shares; 2025Q2: 8,890 shares; 2025Q3: 8,076 shares; 2025Q4: 7,837 shares; 2026Q1: 7,180 shares; 2026Q2: 7,180 shares 7,180 $372K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 7,073 shares; 2025Q2: 6,317 shares; 2025Q3: 6,317 shares; 2025Q4: 6,317 shares; 2026Q1: 6,317 shares; 2026Q2: 6,296 shares 6,296 $372K 0.01% -21 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,729 shares; 2025Q2: 176,044 shares; 2025Q3: 103,272 shares; 2025Q4: 96,793 shares; 2026Q1: 103,512 shares; 2026Q2: 19,169 shares 19,169 $370K 0.01% -84,343 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,166 shares 10,166 $369K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,452 shares; 2025Q3: 9,352 shares; 2025Q4: 9,327 shares; 2026Q1: 9,302 shares; 2026Q2: 9,202 shares 9,202 $366K 0.01% -100 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: 14,342 shares; 2024Q4: 13,409 shares; 2025Q1: 14,297 shares; 2025Q2: 12,824 shares; 2025Q3: 7,470 shares; 2025Q4: 6,487 shares; 2026Q1: 5,787 shares; 2026Q2: 5,786 shares 5,786 $364K 0.01% -1 Timeline