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: 3,395,037 shares; 2024Q4: 3,605,020 shares; 2025Q1: 3,763,062 shares; 2025Q2: 4,299,447 shares; 2025Q3: 4,294,814 shares; 2025Q4: 4,330,088 shares; 2026Q1: 4,543,574 shares; 2026Q2: 4,391,034 shares 4,391,034 $386M 7.32% -152,540 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,148,663 shares; 2024Q4: 2,191,824 shares; 2025Q1: 2,173,356 shares; 2025Q2: 2,603,310 shares; 2025Q3: 2,625,535 shares; 2025Q4: 2,542,112 shares; 2026Q1: 2,586,827 shares; 2026Q2: 2,508,062 shares 2,508,062 $228M 4.32% -78,765 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: 357,428 shares; 2024Q4: 348,085 shares; 2025Q1: 370,702 shares; 2025Q2: 376,386 shares; 2025Q3: 366,582 shares; 2025Q4: 355,564 shares; 2026Q1: 411,337 shares; 2026Q2: 398,442 shares 398,442 $147M 2.8% -12,895 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830,550 shares; 2024Q4: 898,882 shares; 2025Q1: 933,682 shares; 2025Q2: 1,023,587 shares; 2025Q3: 1,061,967 shares; 2025Q4: 1,148,502 shares; 2026Q1: 1,209,342 shares; 2026Q2: 1,322,733 shares 1,322,733 $135M 2.56% +113,391 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,234,949 shares; 2024Q4: 1,327,012 shares; 2025Q1: 1,380,729 shares; 2025Q2: 1,629,859 shares; 2025Q3: 1,643,666 shares; 2025Q4: 1,682,637 shares; 2026Q1: 1,757,127 shares; 2026Q2: 1,776,135 shares 1,776,135 $102M 1.94% +19,008 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520,604 shares; 2024Q4: 567,910 shares; 2025Q1: 618,178 shares; 2025Q2: 636,093 shares; 2025Q3: 686,121 shares; 2025Q4: 767,465 shares; 2026Q1: 1,072,046 shares; 2026Q2: 1,008,438 shares 1,008,438 $95.4M 1.81% -63,608 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 852,189 shares; 2024Q4: 893,367 shares; 2025Q1: 937,683 shares; 2025Q2: 1,031,994 shares; 2025Q3: 1,063,336 shares; 2025Q4: 1,114,253 shares; 2026Q1: 1,182,205 shares; 2026Q2: 1,230,591 shares 1,230,591 $83.1M 1.58% +48,386 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,222,984 shares; 2024Q4: 2,408,625 shares; 2025Q1: 2,223,854 shares; 2025Q2: 2,385,485 shares; 2025Q3: 2,502,698 shares; 2025Q4: 2,798,135 shares; 2026Q1: 3,015,178 shares; 2026Q2: 3,206,173 shares 3,206,173 $81.8M 1.55% +190,995 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: 431,699 shares; 2024Q4: 420,525 shares; 2025Q1: 413,133 shares; 2025Q2: 430,802 shares; 2025Q3: 426,152 shares; 2025Q4: 421,676 shares; 2026Q1: 394,346 shares; 2026Q2: 378,479 shares 378,479 $75.7M 1.44% -15,867 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: 769,096 shares; 2024Q4: 907,031 shares; 2025Q1: 1,086,172 shares; 2025Q2: 1,188,093 shares; 2025Q3: 1,265,635 shares; 2025Q4: 1,273,831 shares; 2026Q1: 1,386,698 shares; 2026Q2: 1,419,227 shares 1,419,227 $71.5M 1.36% +32,529 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: 1,024,445 shares; 2024Q4: 1,078,366 shares; 2025Q1: 1,147,484 shares; 2025Q2: 1,325,768 shares; 2025Q3: 1,439,111 shares; 2025Q4: 1,504,259 shares; 2026Q1: 1,523,999 shares; 2026Q2: 1,565,006 shares 1,565,006 $71.2M 1.35% +41,007 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: 180,971 shares; 2024Q4: 173,363 shares; 2025Q1: 172,568 shares; 2025Q2: 173,976 shares; 2025Q3: 173,679 shares; 2025Q4: 172,209 shares; 2026Q1: 168,620 shares; 2026Q2: 87,230 shares 87,230 $65.1M 1.24% -81,390 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: 112,136 shares; 2024Q4: 120,087 shares; 2025Q1: 124,240 shares; 2025Q2: 123,208 shares; 2025Q3: 122,839 shares; 2025Q4: 319,399 shares; 2026Q1: 396,945 shares; 2026Q2: 401,762 shares 401,762 $63.5M 1.2% +4,817 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444,690 shares; 2024Q4: 491,212 shares; 2025Q1: 536,487 shares; 2025Q2: 862,641 shares; 2025Q3: 1,144,036 shares; 2025Q4: 1,236,233 shares; 2026Q1: 1,305,709 shares; 2026Q2: 1,259,466 shares 1,259,466 $62.1M 1.18% -46,243 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: 460,037 shares; 2024Q4: 565,380 shares; 2025Q1: 553,978 shares; 2025Q2: 418,829 shares; 2025Q3: 466,899 shares; 2025Q4: 533,437 shares; 2026Q1: 522,191 shares; 2026Q2: 576,272 shares 576,272 $62M 1.18% +54,081 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885,368 shares; 2024Q4: 905,034 shares; 2025Q1: 904,188 shares; 2025Q2: 920,204 shares; 2025Q3: 941,315 shares; 2025Q4: 932,701 shares; 2026Q1: 988,091 shares; 2026Q2: 1,031,715 shares 1,031,715 $60.9M 1.16% +43,624 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: 127,756 shares; 2024Q4: 125,529 shares; 2025Q1: 109,172 shares; 2025Q2: 145,195 shares; 2025Q3: 151,389 shares; 2025Q4: 149,344 shares; 2026Q1: 102,314 shares; 2026Q2: 86,985 shares 86,985 $59.7M 1.13% -15,329 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,946 shares; 2024Q4: 214,610 shares; 2025Q1: 215,700 shares; 2025Q2: 224,975 shares; 2025Q3: 224,053 shares; 2025Q4: 267,241 shares; 2026Q1: 262,694 shares; 2026Q2: 198,490 shares 198,490 $57.4M 1.09% -64,204 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: 512,486 shares; 2024Q4: 1,044,697 shares; 2025Q1: 934,575 shares; 2025Q2: 1,141,633 shares; 2025Q3: 1,289,930 shares; 2025Q4: 1,422,321 shares; 2026Q1: 1,414,020 shares; 2026Q2: 2,090,010 shares 2,090,010 $55.4M 1.05% +675,990 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: 92,973 shares; 2024Q4: 95,403 shares; 2025Q1: 89,504 shares; 2025Q2: 105,862 shares; 2025Q3: 98,135 shares; 2025Q4: 96,619 shares; 2026Q1: 96,458 shares; 2026Q2: 73,003 shares 73,003 $53.8M 1.02% -23,455 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: 43,487 shares; 2024Q4: 41,135 shares; 2025Q1: 59,700 shares; 2025Q2: 63,783 shares; 2025Q3: 65,195 shares; 2025Q4: 66,926 shares; 2026Q1: 67,213 shares; 2026Q2: 60,420 shares 60,420 $45.2M 0.86% -6,793 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: 611,300 shares; 2024Q4: 679,868 shares; 2025Q1: 692,843 shares; 2025Q2: 703,585 shares; 2025Q3: 733,543 shares; 2025Q4: 765,477 shares; 2026Q1: 794,798 shares; 2026Q2: 816,607 shares 816,607 $44.6M 0.85% +21,809 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: 353,187 shares; 2024Q4: 334,026 shares; 2025Q1: 376,256 shares; 2025Q2: 399,185 shares; 2025Q3: 418,656 shares; 2025Q4: 386,240 shares; 2026Q1: 405,504 shares; 2026Q2: 442,103 shares 442,103 $43.8M 0.83% +36,599 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: 665,976 shares; 2024Q4: 706,932 shares; 2025Q1: 1,388,868 shares; 2025Q2: 1,428,736 shares; 2025Q3: 1,519,111 shares; 2025Q4: 1,548,995 shares; 2026Q1: 956,946 shares; 2026Q2: 925,525 shares 925,525 $41.1M 0.78% -31,421 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 733,902 shares; 2026Q2: 741,908 shares 741,908 $40.9M 0.77% +8,006 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: 562,433 shares; 2024Q4: 561,225 shares; 2025Q1: 547,124 shares; 2025Q2: 624,076 shares; 2025Q3: 608,053 shares; 2025Q4: 577,144 shares; 2026Q1: 581,295 shares; 2026Q2: 565,404 shares 565,404 $40.3M 0.76% -15,891 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: 121,471 shares; 2024Q4: 131,991 shares; 2025Q1: 124,518 shares; 2025Q2: 240,820 shares; 2025Q3: 315,585 shares; 2025Q4: 333,389 shares; 2026Q1: 315,036 shares; 2026Q2: 320,844 shares 320,844 $40M 0.76% +5,808 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568,377 shares; 2024Q4: 521,261 shares; 2025Q1: 538,660 shares; 2025Q2: 536,889 shares; 2025Q3: 550,402 shares; 2025Q4: 568,262 shares; 2026Q1: 587,049 shares; 2026Q2: 595,665 shares 595,665 $37.1M 0.7% +8,616 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: 361,096 shares; 2024Q4: 363,276 shares; 2025Q1: 300,305 shares; 2025Q2: 345,128 shares; 2025Q3: 340,199 shares; 2025Q4: 332,769 shares; 2026Q1: 391,062 shares; 2026Q2: 421,784 shares 421,784 $35.3M 0.67% +30,722 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,399 shares; 2024Q4: 321,864 shares; 2025Q1: 340,228 shares; 2025Q2: 395,017 shares; 2025Q3: 393,932 shares; 2025Q4: 403,688 shares; 2026Q1: 406,167 shares; 2026Q2: 424,121 shares 424,121 $34.9M 0.66% +17,954 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: 860,568 shares; 2024Q4: 908,484 shares; 2025Q1: 880,007 shares; 2025Q2: 947,838 shares; 2025Q3: 969,294 shares; 2025Q4: 612,086 shares; 2026Q1: 647,731 shares; 2026Q2: 688,721 shares 688,721 $32.5M 0.62% +40,990 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: 94,940 shares; 2024Q4: 93,654 shares; 2025Q1: 91,872 shares; 2025Q2: 95,565 shares; 2025Q3: 96,001 shares; 2025Q4: 104,969 shares; 2026Q1: 105,087 shares; 2026Q2: 84,993 shares 84,993 $31.7M 0.6% -20,094 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: 197,074 shares; 2024Q4: 208,167 shares; 2025Q1: 430,713 shares; 2025Q2: 482,877 shares; 2025Q3: 514,016 shares; 2025Q4: 532,785 shares; 2026Q1: 595,211 shares; 2026Q2: 630,709 shares 630,709 $29M 0.55% +35,498 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496,968 shares; 2024Q4: 562,212 shares; 2025Q1: 589,603 shares; 2025Q2: 657,896 shares; 2025Q3: 654,631 shares; 2025Q4: 617,481 shares; 2026Q1: 600,611 shares; 2026Q2: 593,505 shares 593,505 $28.5M 0.54% -7,106 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602,855 shares; 2024Q4: 807,921 shares; 2025Q1: 980,020 shares; 2025Q2: 1,062,464 shares; 2025Q3: 1,115,830 shares; 2025Q4: 1,145,131 shares; 2026Q1: 1,182,371 shares; 2026Q2: 1,223,806 shares 1,223,806 $28.3M 0.54% +41,435 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,427 shares; 2025Q2: 98,301 shares; 2025Q3: 730,390 shares; 2025Q4: 800,980 shares; 2026Q1: 983,068 shares; 2026Q2: 1,025,937 shares 1,025,937 $27.2M 0.52% +42,869 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: 91,363 shares; 2024Q4: 88,253 shares; 2025Q1: 90,435 shares; 2025Q2: 99,702 shares; 2025Q3: 103,197 shares; 2025Q4: 115,628 shares; 2026Q1: 122,810 shares; 2026Q2: 110,006 shares 110,006 $26.2M 0.5% -12,804 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: 114,848 shares; 2024Q4: 109,656 shares; 2025Q1: 108,341 shares; 2025Q2: 149,110 shares; 2025Q3: 153,458 shares; 2025Q4: 147,312 shares; 2026Q1: 149,185 shares; 2026Q2: 154,959 shares 154,959 $25.3M 0.48% +5,774 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: 220,124 shares; 2024Q4: 193,865 shares; 2025Q1: 197,112 shares; 2025Q2: 396,388 shares; 2025Q3: 319,863 shares; 2025Q4: 322,208 shares; 2026Q1: 306,621 shares; 2026Q2: 322,790 shares 322,790 $24.9M 0.47% +16,169 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: 257,795 shares; 2024Q4: 259,554 shares; 2025Q1: 200,811 shares; 2025Q2: 240,184 shares; 2025Q3: 248,145 shares; 2025Q4: 189,815 shares; 2026Q1: 145,636 shares; 2026Q2: 162,012 shares 162,012 $24M 0.46% +16,376 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,600 shares; 2024Q4: 208,172 shares; 2025Q1: 206,764 shares; 2025Q2: 219,985 shares; 2025Q3: 223,942 shares; 2025Q4: 221,999 shares; 2026Q1: 238,191 shares; 2026Q2: 234,093 shares 234,093 $23.9M 0.45% -4,098 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: 449,710 shares; 2024Q4: 1,409,906 shares; 2025Q1: 1,468,080 shares; 2025Q2: 1,479,211 shares; 2025Q3: 1,563,992 shares; 2025Q4: 850,937 shares; 2026Q1: 717,346 shares; 2026Q2: 746,454 shares 746,454 $23.7M 0.45% +29,108 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,526 shares; 2024Q4: 83,939 shares; 2025Q1: 63,892 shares; 2025Q2: 180,047 shares; 2025Q3: 250,410 shares; 2025Q4: 259,949 shares; 2026Q1: 271,761 shares; 2026Q2: 257,371 shares 257,371 $23.6M 0.45% -14,390 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: 83,535 shares; 2024Q4: 80,611 shares; 2025Q1: 84,538 shares; 2025Q2: 109,846 shares; 2025Q3: 112,262 shares; 2025Q4: 111,977 shares; 2026Q1: 101,003 shares; 2026Q2: 97,336 shares 97,336 $23M 0.44% -3,667 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: 193,194 shares; 2024Q4: 182,934 shares; 2025Q1: 190,484 shares; 2025Q2: 205,235 shares; 2025Q3: 211,306 shares; 2025Q4: 213,781 shares; 2026Q1: 219,384 shares; 2026Q2: 220,424 shares 220,424 $22.9M 0.43% +1,040 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,719 shares; 2024Q4: 7,722 shares; 2025Q1: 7,995 shares; 2025Q2: 8,424 shares; 2025Q3: 8,727 shares; 2025Q4: 160,582 shares; 2026Q1: 235,771 shares; 2026Q2: 242,028 shares 242,028 $22.9M 0.43% +6,257 Timeline TFI 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: 306,829 shares; 2024Q4: 293,749 shares; 2025Q1: 416,343 shares; 2025Q2: 631,414 shares; 2025Q3: 586,785 shares; 2025Q4: 539,613 shares; 2026Q1: 489,073 shares; 2026Q2: 487,611 shares 487,611 $22.3M 0.42% -1,462 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,071 shares; 2024Q4: 167,263 shares; 2025Q1: 162,929 shares; 2025Q2: 243,773 shares; 2025Q3: 247,147 shares; 2025Q4: 253,082 shares; 2026Q1: 255,848 shares; 2026Q2: 264,664 shares 264,664 $21.9M 0.41% +8,816 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: 128,476 shares; 2024Q4: 119,709 shares; 2025Q1: 734,806 shares; 2025Q2: 728,414 shares; 2025Q3: 739,834 shares; 2025Q4: 757,905 shares; 2026Q1: 550,199 shares; 2026Q2: 566,612 shares 566,612 $21.1M 0.4% +16,413 Timeline ANGL 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: 537,399 shares; 2024Q4: 557,240 shares; 2025Q1: 608,311 shares; 2025Q2: 627,875 shares; 2025Q3: 653,914 shares; 2025Q4: 671,370 shares; 2026Q1: 688,836 shares; 2026Q2: 708,131 shares 708,131 $20.7M 0.39% +19,295 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: 54,217 shares; 2024Q4: 52,520 shares; 2025Q1: 52,405 shares; 2025Q2: 55,485 shares; 2025Q3: 55,992 shares; 2025Q4: 70,018 shares; 2026Q1: 69,827 shares; 2026Q2: 61,535 shares 61,535 $20.1M 0.38% -8,292 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,779 shares; 2024Q4: 219,009 shares; 2025Q1: 244,193 shares; 2025Q2: 387,422 shares; 2025Q3: 496,717 shares; 2025Q4: 617,695 shares; 2026Q1: 652,930 shares; 2026Q2: 565,209 shares 565,209 $19.6M 0.37% -87,721 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,745 shares; 2024Q4: 336,719 shares; 2025Q1: 381,558 shares; 2025Q2: 437,070 shares; 2025Q3: 516,607 shares; 2025Q4: 660,083 shares; 2026Q1: 748,481 shares; 2026Q2: 871,667 shares 871,667 $19.4M 0.37% +123,186 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,958 shares; 2024Q4: 248,964 shares; 2025Q1: 242,401 shares; 2025Q2: 180,037 shares; 2025Q3: 5,048 shares; 2025Q4: 5,098 shares; 2026Q1: 199,306 shares; 2026Q2: 210,011 shares 210,011 $19M 0.36% +10,705 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: 43,290 shares; 2024Q4: 43,460 shares; 2025Q1: 45,398 shares; 2025Q2: 48,134 shares; 2025Q3: 48,556 shares; 2025Q4: 51,028 shares; 2026Q1: 52,285 shares; 2026Q2: 50,093 shares 50,093 $18.9M 0.36% -2,192 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: 27,812 shares; 2024Q4: 26,654 shares; 2025Q1: 39,510 shares; 2025Q2: 46,149 shares; 2025Q3: 45,042 shares; 2025Q4: 44,467 shares; 2026Q1: 47,428 shares; 2026Q2: 46,059 shares 46,059 $18.9M 0.36% -1,369 Timeline CAOS 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: 27,998 shares; 2024Q4: 49,738 shares; 2025Q1: 52,502 shares; 2025Q2: 164,990 shares; 2025Q3: 184,505 shares; 2025Q4: 197,940 shares; 2026Q1: 186,841 shares; 2026Q2: 207,580 shares 207,580 $18.8M 0.36% +20,739 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,109 shares; 2024Q4: 466,290 shares; 2025Q1: 499,144 shares; 2025Q2: 444,514 shares; 2025Q3: 298,782 shares; 2025Q4: 331,094 shares; 2026Q1: 357,790 shares; 2026Q2: 359,365 shares 359,365 $18.1M 0.34% +1,575 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: 406,079 shares; 2024Q4: 432,418 shares; 2025Q1: 470,620 shares; 2025Q2: 467,315 shares; 2025Q3: 491,952 shares; 2025Q4: 499,408 shares; 2026Q1: 315,653 shares; 2026Q2: 525,929 shares 525,929 $18M 0.34% +210,276 Timeline QSPT 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: 547,797 shares; 2026Q2: 516,910 shares 516,910 $18M 0.34% -30,887 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: 55,563 shares; 2024Q4: 54,758 shares; 2025Q1: 56,875 shares; 2025Q2: 61,121 shares; 2025Q3: 62,589 shares; 2025Q4: 61,604 shares; 2026Q1: 62,110 shares; 2026Q2: 49,118 shares 49,118 $17.6M 0.33% -12,992 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: 40,565 shares; 2024Q4: 40,907 shares; 2025Q1: 46,072 shares; 2025Q2: 54,673 shares; 2025Q3: 55,509 shares; 2025Q4: 54,126 shares; 2026Q1: 54,510 shares; 2026Q2: 216,504 shares 216,504 $17.4M 0.33% +161,994 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: 16,043 shares; 2024Q4: 13,054 shares; 2025Q1: 16,154 shares; 2025Q2: 20,780 shares; 2025Q3: 21,308 shares; 2025Q4: 36,880 shares; 2026Q1: 39,964 shares; 2026Q2: 41,216 shares 41,216 $17.3M 0.33% +1,252 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: 157,368 shares; 2024Q4: 576,617 shares; 2025Q1: 601,883 shares; 2025Q2: 677,934 shares; 2025Q3: 492,489 shares; 2025Q4: 491,800 shares; 2026Q1: 497,883 shares; 2026Q2: 493,453 shares 493,453 $16.7M 0.32% -4,430 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,354 shares; 2024Q4: 123,431 shares; 2025Q1: 541,704 shares; 2025Q2: 488,158 shares; 2025Q3: 505,526 shares; 2025Q4: 506,481 shares; 2026Q1: 539,041 shares; 2026Q2: 545,634 shares 545,634 $16.5M 0.31% +6,593 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: 140,175 shares; 2024Q4: 134,920 shares; 2025Q1: 136,235 shares; 2025Q2: 121,912 shares; 2025Q3: 122,997 shares; 2025Q4: 121,482 shares; 2026Q1: 120,529 shares; 2026Q2: 73,598 shares 73,598 $16M 0.3% -46,931 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,343 shares; 2024Q4: 73,104 shares; 2025Q1: 64,261 shares; 2025Q2: 49,097 shares; 2025Q3: 58,023 shares; 2025Q4: 95,649 shares; 2026Q1: 116,104 shares; 2026Q2: 146,517 shares 146,517 $15.6M 0.3% +30,413 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: 14,548 shares; 2024Q4: 17,765 shares; 2025Q1: 20,281 shares; 2025Q2: 20,174 shares; 2025Q3: 20,169 shares; 2025Q4: 17,427 shares; 2026Q1: 16,858 shares; 2026Q2: 13,250 shares 13,250 $15.3M 0.29% -3,608 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: 6,253 shares; 2024Q4: 4,927 shares; 2025Q1: 4,319 shares; 2025Q2: 27,436 shares; 2025Q3: 27,201 shares; 2025Q4: 28,133 shares; 2026Q1: 25,605 shares; 2026Q2: 22,656 shares 22,656 $14.9M 0.28% -2,949 Timeline IGE 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: 124,690 shares; 2026Q1: 230,064 shares; 2026Q2: 261,750 shares 261,750 $14.7M 0.28% +31,686 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: 37,479 shares; 2024Q4: 36,528 shares; 2025Q1: 36,607 shares; 2025Q2: 38,028 shares; 2025Q3: 38,143 shares; 2025Q4: 44,423 shares; 2026Q1: 52,575 shares; 2026Q2: 41,673 shares 41,673 $14.7M 0.28% -10,902 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668,356 shares; 2024Q4: 695,733 shares; 2025Q1: 922,002 shares; 2025Q2: 970,098 shares; 2025Q3: 1,077,907 shares; 2025Q4: 1,043,541 shares; 2026Q1: 606,611 shares; 2026Q2: 715,314 shares 715,314 $14.6M 0.28% +108,703 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,553 shares; 2024Q4: 279,579 shares; 2025Q1: 283,209 shares; 2025Q2: 281,979 shares; 2025Q3: 288,730 shares; 2025Q4: 296,301 shares; 2026Q1: 297,439 shares; 2026Q2: 309,093 shares 309,093 $14.4M 0.27% +11,654 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: 31,845 shares; 2024Q4: 31,903 shares; 2025Q1: 35,883 shares; 2025Q2: 42,243 shares; 2025Q3: 40,166 shares; 2025Q4: 45,014 shares; 2026Q1: 45,039 shares; 2026Q2: 40,702 shares 40,702 $14.4M 0.27% -4,337 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: 103,324 shares; 2024Q4: 100,932 shares; 2025Q1: 100,288 shares; 2025Q2: 102,676 shares; 2025Q3: 116,826 shares; 2025Q4: 120,989 shares; 2026Q1: 122,457 shares; 2026Q2: 120,854 shares 120,854 $14.4M 0.27% -1,603 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: 143,842 shares; 2024Q4: 193,114 shares; 2025Q1: 261,026 shares; 2025Q2: 270,260 shares; 2025Q3: 308,326 shares; 2025Q4: 313,127 shares; 2026Q1: 318,732 shares; 2026Q2: 323,604 shares 323,604 $14M 0.26% +4,872 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,497 shares; 2024Q4: 221,873 shares; 2025Q1: 192,474 shares; 2025Q2: 195,667 shares; 2025Q3: 211,087 shares; 2025Q4: 220,086 shares; 2026Q1: 234,971 shares; 2026Q2: 245,697 shares 245,697 $13.9M 0.26% +10,726 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: 223,528 shares; 2024Q4: 234,438 shares; 2025Q1: 243,748 shares; 2025Q2: 282,659 shares; 2025Q3: 275,675 shares; 2025Q4: 283,836 shares; 2026Q1: 417,797 shares; 2026Q2: 240,849 shares 240,849 $13.6M 0.26% -176,948 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,871 shares; 2024Q4: 35,806 shares; 2025Q1: 35,563 shares; 2025Q2: 52,156 shares; 2025Q3: 66,606 shares; 2025Q4: 94,066 shares; 2026Q1: 130,778 shares; 2026Q2: 140,901 shares 140,901 $13.4M 0.25% +10,123 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,742 shares; 2025Q3: 480,464 shares; 2025Q4: 512,330 shares; 2026Q1: 509,921 shares; 2026Q2: 536,030 shares 536,030 $13.4M 0.25% +26,109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,663 shares; 2026Q1: 177,100 shares; 2026Q2: 200,743 shares 200,743 $13.3M 0.25% +23,643 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: 59,925 shares; 2024Q4: 58,800 shares; 2025Q1: 57,106 shares; 2025Q2: 53,873 shares; 2025Q3: 158,628 shares; 2025Q4: 172,716 shares; 2026Q1: 163,657 shares; 2026Q2: 164,826 shares 164,826 $13.1M 0.25% +1,169 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: 149,206 shares; 2024Q4: 176,402 shares; 2025Q1: 159,663 shares; 2025Q2: 145,814 shares; 2025Q3: 150,728 shares; 2025Q4: 157,241 shares; 2026Q1: 180,801 shares; 2026Q2: 205,700 shares 205,700 $13M 0.25% +24,899 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: 25,708 shares; 2024Q4: 25,170 shares; 2025Q1: 25,136 shares; 2025Q2: 25,686 shares; 2025Q3: 25,766 shares; 2025Q4: 32,528 shares; 2026Q1: 31,014 shares; 2026Q2: 25,840 shares 25,840 $12.9M 0.25% -5,174 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: 43,291 shares; 2024Q4: 43,238 shares; 2025Q1: 43,902 shares; 2025Q2: 46,005 shares; 2025Q3: 46,312 shares; 2025Q4: 69,377 shares; 2026Q1: 52,676 shares; 2026Q2: 50,422 shares 50,422 $12.7M 0.24% -2,254 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,137 shares; 2024Q4: 80,785 shares; 2025Q1: 91,061 shares; 2025Q2: 96,204 shares; 2025Q3: 84,245 shares; 2025Q4: 81,913 shares; 2026Q1: 81,913 shares; 2026Q2: 59,240 shares 59,240 $12.6M 0.24% -22,673 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: 107,182 shares; 2024Q4: 117,564 shares; 2025Q1: 129,430 shares; 2025Q2: 206,427 shares; 2025Q3: 209,140 shares; 2025Q4: 205,129 shares; 2026Q1: 204,254 shares; 2026Q2: 211,492 shares 211,492 $12.5M 0.24% +7,238 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: 14,616 shares; 2024Q4: 14,830 shares; 2025Q1: 14,585 shares; 2025Q2: 15,298 shares; 2025Q3: 15,273 shares; 2025Q4: 16,007 shares; 2026Q1: 15,800 shares; 2026Q2: 11,613 shares 11,613 $12.4M 0.23% -4,187 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: 10,252 shares; 2024Q4: 9,744 shares; 2025Q1: 10,573 shares; 2025Q2: 10,390 shares; 2025Q3: 10,516 shares; 2025Q4: 10,838 shares; 2026Q1: 10,298 shares; 2026Q2: 10,304 shares 10,304 $12.4M 0.23% +6 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: 71,827 shares; 2024Q4: 87,407 shares; 2025Q1: 112,263 shares; 2025Q2: 119,823 shares; 2025Q3: 134,722 shares; 2025Q4: 140,197 shares; 2026Q1: 144,822 shares; 2026Q2: 149,633 shares 149,633 $12.1M 0.23% +4,811 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: 212,794 shares; 2024Q4: 214,727 shares; 2025Q1: 229,044 shares; 2025Q2: 257,796 shares; 2025Q3: 174,288 shares; 2025Q4: 188,570 shares; 2026Q1: 194,221 shares; 2026Q2: 199,255 shares 199,255 $12.1M 0.23% +5,034 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,521 shares; 2024Q4: 97,705 shares; 2025Q1: 115,489 shares; 2025Q2: 260,258 shares; 2025Q3: 373,897 shares; 2025Q4: 389,942 shares; 2026Q1: 389,830 shares; 2026Q2: 371,874 shares 371,874 $12.1M 0.23% -17,956 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: 59,784 shares; 2024Q4: 57,838 shares; 2025Q1: 57,139 shares; 2025Q2: 60,750 shares; 2025Q3: 61,559 shares; 2025Q4: 61,339 shares; 2026Q1: 52,173 shares; 2026Q2: 53,676 shares 53,676 $11.8M 0.22% +1,503 Timeline RSPN 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: 168,686 shares; 2024Q4: 169,717 shares; 2025Q1: 75,608 shares; 2025Q2: 159,001 shares; 2025Q3: 170,395 shares; 2025Q4: 172,251 shares; 2026Q1: 173,630 shares; 2026Q2: 175,887 shares 175,887 $11.3M 0.21% +2,257 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: 27,915 shares; 2024Q4: 28,619 shares; 2025Q1: 28,939 shares; 2025Q2: 29,160 shares; 2025Q3: 28,873 shares; 2025Q4: 28,554 shares; 2026Q1: 22,644 shares; 2026Q2: 22,845 shares 22,845 $11M 0.21% +201 Timeline AVXC 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: 71,756 shares; 2025Q2: 71,438 shares; 2025Q3: 96,208 shares; 2025Q4: 108,645 shares; 2026Q1: 133,954 shares; 2026Q2: 128,604 shares 128,604 $11M 0.21% -5,350 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: 60,788 shares; 2024Q4: 98,056 shares; 2025Q1: 111,791 shares; 2025Q2: 114,299 shares; 2025Q3: 117,266 shares; 2025Q4: 119,239 shares; 2026Q1: 116,174 shares; 2026Q2: 114,868 shares 114,868 $11M 0.21% -1,306 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: 21,028 shares; 2024Q4: 20,921 shares; 2025Q1: 28,379 shares; 2025Q2: 37,474 shares; 2025Q3: 36,516 shares; 2025Q4: 35,608 shares; 2026Q1: 37,141 shares; 2026Q2: 36,007 shares 36,007 $10.9M 0.21% -1,134 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: 14,507 shares; 2024Q4: 18,701 shares; 2025Q1: 20,330 shares; 2025Q2: 24,983 shares; 2025Q3: 26,783 shares; 2025Q4: 29,832 shares; 2026Q1: 29,834 shares; 2026Q2: 29,374 shares 29,374 $10.8M 0.21% -460 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,916 shares; 2024Q4: 83,813 shares; 2025Q1: 92,593 shares; 2025Q2: 112,576 shares; 2025Q3: 108,723 shares; 2025Q4: 105,538 shares; 2026Q1: 107,997 shares; 2026Q2: 101,303 shares 101,303 $10.7M 0.2% -6,694 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: 24,051 shares; 2024Q4: 23,670 shares; 2025Q1: 24,855 shares; 2025Q2: 51,488 shares; 2025Q3: 50,017 shares; 2025Q4: 46,955 shares; 2026Q1: 45,178 shares; 2026Q2: 43,948 shares 43,948 $10.7M 0.2% -1,230 Timeline FLQL 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: 131,297 shares; 2024Q4: 131,195 shares; 2025Q1: 131,622 shares; 2025Q2: 137,468 shares; 2025Q3: 138,492 shares; 2025Q4: 137,889 shares; 2026Q1: 136,884 shares; 2026Q2: 135,685 shares 135,685 $10.6M 0.2% -1,199 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: 147,445 shares; 2024Q4: 354,102 shares; 2025Q1: 349,481 shares; 2025Q2: 424,364 shares; 2025Q3: 418,315 shares; 2025Q4: 395,945 shares; 2026Q1: 388,600 shares; 2026Q2: 360,461 shares 360,461 $10.6M 0.2% -28,139 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: 15,230 shares; 2024Q4: 15,413 shares; 2025Q1: 16,699 shares; 2025Q2: 21,336 shares; 2025Q3: 21,627 shares; 2025Q4: 20,728 shares; 2026Q1: 21,457 shares; 2026Q2: 85,081 shares 85,081 $10.6M 0.2% +63,624 Timeline GSIE 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: 183,761 shares; 2024Q4: 194,795 shares; 2025Q1: 213,313 shares; 2025Q2: 217,451 shares; 2025Q3: 214,834 shares; 2025Q4: 214,627 shares; 2026Q1: 216,433 shares; 2026Q2: 223,449 shares 223,449 $10.2M 0.19% +7,016 Timeline REMX 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: 6,115 shares; 2025Q4: 44,681 shares; 2026Q1: 104,541 shares; 2026Q2: 114,439 shares 114,439 $10.1M 0.19% +9,898 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,493 shares; 2024Q4: 137,736 shares; 2025Q1: 186,499 shares; 2025Q2: 191,962 shares; 2025Q3: 199,634 shares; 2025Q4: 195,534 shares; 2026Q1: 194,729 shares; 2026Q2: 190,542 shares 190,542 $10.1M 0.19% -4,187 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: 108,902 shares; 2024Q4: 107,818 shares; 2025Q1: 36,101 shares; 2025Q2: 80,605 shares; 2025Q3: 78,616 shares; 2025Q4: 78,664 shares; 2026Q1: 34,752 shares; 2026Q2: 34,206 shares 34,206 $9.94M 0.19% -546 Timeline DRSK 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: 337,108 shares; 2025Q3: 375,840 shares; 2025Q4: 403,302 shares; 2026Q1: 364,388 shares; 2026Q2: 341,944 shares 341,944 $9.83M 0.19% -22,444 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: 28,708 shares; 2024Q4: 27,158 shares; 2025Q1: 28,685 shares; 2025Q2: 37,235 shares; 2025Q3: 39,086 shares; 2025Q4: 66,495 shares; 2026Q1: 58,115 shares; 2026Q2: 51,030 shares 51,030 $9.72M 0.18% -7,085 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: 76,665 shares; 2024Q4: 72,350 shares; 2025Q1: 71,056 shares; 2025Q2: 71,452 shares; 2025Q3: 72,290 shares; 2025Q4: 75,180 shares; 2026Q1: 40,924 shares; 2026Q2: 37,978 shares 37,978 $9.65M 0.18% -2,946 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: 13,639 shares; 2024Q4: 14,169 shares; 2025Q1: 13,897 shares; 2025Q2: 14,898 shares; 2025Q3: 15,500 shares; 2025Q4: 17,796 shares; 2026Q1: 19,012 shares; 2026Q2: 17,039 shares 17,039 $9.6M 0.18% -1,973 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,304 shares; 2025Q3: 54,942 shares; 2025Q4: 57,095 shares; 2026Q1: 56,682 shares; 2026Q2: 59,401 shares 59,401 $9.6M 0.18% +2,719 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: 2,604 shares; 2025Q1: 28,785 shares; 2025Q2: 42,183 shares; 2025Q3: 44,923 shares; 2025Q4: 48,062 shares; 2026Q1: 48,395 shares; 2026Q2: 49,996 shares 49,996 $9.59M 0.18% +1,601 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: 35,914 shares; 2024Q4: 36,300 shares; 2025Q1: 36,563 shares; 2025Q2: 37,601 shares; 2025Q3: 38,072 shares; 2025Q4: 41,350 shares; 2026Q1: 40,430 shares; 2026Q2: 27,851 shares 27,851 $9.56M 0.18% -12,579 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: 68,035 shares; 2024Q4: 75,202 shares; 2025Q1: 84,736 shares; 2025Q2: 108,507 shares; 2025Q3: 125,818 shares; 2025Q4: 187,704 shares; 2026Q1: 191,520 shares; 2026Q2: 178,186 shares 178,186 $9.53M 0.18% -13,334 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: 137,025 shares; 2024Q4: 131,734 shares; 2025Q1: 131,058 shares; 2025Q2: 131,475 shares; 2025Q3: 130,541 shares; 2025Q4: 138,772 shares; 2026Q1: 118,845 shares; 2026Q2: 120,520 shares 120,520 $9.23M 0.17% +1,675 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,855 shares; 2024Q4: 253,390 shares; 2025Q1: 230,704 shares; 2025Q2: 211,369 shares; 2025Q3: 216,618 shares; 2025Q4: 202,746 shares; 2026Q1: 193,896 shares; 2026Q2: 185,123 shares 185,123 $9.22M 0.17% -8,773 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: 26,831 shares; 2024Q4: 28,083 shares; 2025Q1: 27,652 shares; 2025Q2: 35,128 shares; 2025Q3: 35,664 shares; 2025Q4: 35,487 shares; 2026Q1: 19,754 shares; 2026Q2: 105,700 shares 105,700 $9.11M 0.17% +85,946 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: 7,593 shares; 2024Q4: 7,871 shares; 2025Q1: 7,946 shares; 2025Q2: 9,612 shares; 2025Q3: 9,781 shares; 2025Q4: 9,372 shares; 2026Q1: 9,454 shares; 2026Q2: 74,308 shares 74,308 $8.88M 0.17% +64,854 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255,919 shares 255,919 $8.74M 0.17% new 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: 72,578 shares; 2024Q4: 74,729 shares; 2025Q1: 79,471 shares; 2025Q2: 86,552 shares; 2025Q3: 88,043 shares; 2025Q4: 79,268 shares; 2026Q1: 79,893 shares; 2026Q2: 74,243 shares 74,243 $8.72M 0.17% -5,650 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: 93,926 shares; 2024Q4: 95,096 shares; 2025Q1: 91,658 shares; 2025Q2: 97,806 shares; 2025Q3: 100,010 shares; 2025Q4: 101,845 shares; 2026Q1: 71,493 shares; 2026Q2: 70,377 shares 70,377 $8.38M 0.16% -1,116 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,659 shares; 2024Q4: 177,767 shares; 2025Q1: 172,701 shares; 2025Q2: 164,236 shares; 2025Q3: 155,134 shares; 2025Q4: 135,725 shares; 2026Q1: 129,271 shares; 2026Q2: 135,041 shares 135,041 $8.25M 0.16% +5,770 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,710 shares; 2026Q1: 85,710 shares; 2026Q2: 84,860 shares 84,860 $8.21M 0.16% -850 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: 19,965 shares; 2024Q4: 17,751 shares; 2025Q1: 16,419 shares; 2025Q2: 17,213 shares; 2025Q3: 17,866 shares; 2025Q4: 16,291 shares; 2026Q1: 17,232 shares; 2026Q2: 14,074 shares 14,074 $8.18M 0.16% -3,158 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: 66,716 shares; 2024Q4: 88,701 shares; 2025Q1: 104,301 shares; 2025Q2: 120,495 shares; 2025Q3: 124,196 shares; 2025Q4: 129,901 shares; 2026Q1: 128,135 shares; 2026Q2: 132,470 shares 132,470 $8.14M 0.15% +4,335 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,545 shares; 2025Q1: 78,423 shares; 2025Q2: 77,465 shares; 2025Q3: 82,535 shares; 2025Q4: 83,509 shares; 2026Q1: 86,644 shares; 2026Q2: 87,489 shares 87,489 $8.13M 0.15% +845 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,545 shares; 2025Q4: 267,912 shares; 2026Q1: 280,552 shares; 2026Q2: 294,935 shares 294,935 $8.03M 0.15% +14,383 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,593 shares; 2024Q4: 8,390 shares; 2025Q1: 8,390 shares; 2025Q2: 203,814 shares; 2025Q3: 225,190 shares; 2025Q4: 255,599 shares; 2026Q1: 277,988 shares; 2026Q2: 324,211 shares 324,211 $7.88M 0.15% +46,223 Timeline RZV 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: 53,676 shares; 2024Q4: 55,450 shares; 2025Q1: 55,397 shares; 2025Q2: 62,175 shares; 2025Q3: 72,883 shares; 2025Q4: 73,979 shares; 2026Q1: 51,863 shares; 2026Q2: 52,341 shares 52,341 $7.8M 0.15% +478 Timeline SMLF 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: 83,369 shares; 2026Q1: 85,300 shares; 2026Q2: 87,399 shares 87,399 $7.79M 0.15% +2,099 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,513 shares; 2025Q3: 105,101 shares; 2025Q4: 118,321 shares; 2026Q1: 134,442 shares; 2026Q2: 151,400 shares 151,400 $7.73M 0.15% +16,958 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: 30,681 shares; 2024Q4: 33,237 shares; 2025Q1: 36,412 shares; 2025Q2: 42,173 shares; 2025Q3: 69,674 shares; 2025Q4: 73,040 shares; 2026Q1: 77,005 shares; 2026Q2: 24,992 shares 24,992 $7.57M 0.14% -52,013 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,373 shares; 2024Q4: 90,057 shares; 2025Q1: 95,921 shares; 2025Q2: 108,011 shares; 2025Q3: 106,108 shares; 2025Q4: 105,920 shares; 2026Q1: 105,306 shares; 2026Q2: 97,731 shares 97,731 $7.44M 0.14% -7,575 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,384 shares; 2024Q4: 10,952 shares; 2025Q1: 7,595 shares; 2025Q2: 11,290 shares; 2025Q3: 12,041 shares; 2025Q4: 12,312 shares; 2026Q1: 13,187 shares; 2026Q2: 11,473 shares 11,473 $7.35M 0.14% -1,714 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309,089 shares; 2024Q4: 338,334 shares; 2025Q1: 362,845 shares; 2025Q2: 399,155 shares; 2025Q3: 415,808 shares; 2025Q4: 412,001 shares; 2026Q1: 437,892 shares; 2026Q2: 436,792 shares 436,792 $7.29M 0.14% -1,100 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: 54,994 shares; 2024Q4: 59,216 shares; 2025Q1: 69,402 shares; 2025Q2: 73,861 shares; 2025Q3: 70,675 shares; 2025Q4: 71,516 shares; 2026Q1: 71,405 shares; 2026Q2: 73,823 shares 73,823 $7.25M 0.14% +2,418 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: 177,153 shares; 2024Q4: 229,018 shares; 2025Q1: 269,986 shares; 2025Q2: 262,746 shares; 2025Q3: 267,781 shares; 2025Q4: 286,931 shares; 2026Q1: 311,305 shares; 2026Q2: 142,568 shares 142,568 $7.2M 0.14% -168,737 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: 55,063 shares; 2024Q4: 56,215 shares; 2025Q1: 59,774 shares; 2025Q2: 66,886 shares; 2025Q3: 78,301 shares; 2025Q4: 91,525 shares; 2026Q1: 95,846 shares; 2026Q2: 94,180 shares 94,180 $7.14M 0.14% -1,666 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: 184,944 shares; 2024Q4: 195,426 shares; 2025Q1: 200,336 shares; 2025Q2: 216,377 shares; 2025Q3: 234,546 shares; 2025Q4: 214,781 shares; 2026Q1: 253,201 shares; 2026Q2: 257,734 shares 257,734 $7.08M 0.13% +4,533 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: 24,266 shares; 2024Q4: 22,761 shares; 2025Q1: 28,569 shares; 2025Q2: 28,342 shares; 2025Q3: 28,365 shares; 2025Q4: 28,250 shares; 2026Q1: 44,625 shares; 2026Q2: 42,994 shares 42,994 $7.06M 0.13% -1,631 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,234 shares; 2024Q4: 41,942 shares; 2025Q1: 48,223 shares; 2025Q2: 51,194 shares; 2025Q3: 48,615 shares; 2025Q4: 47,358 shares; 2026Q1: 46,200 shares; 2026Q2: 49,560 shares 49,560 $7.06M 0.13% +3,360 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,776 shares; 2024Q4: 29,361 shares; 2025Q1: 42,419 shares; 2025Q2: 47,072 shares; 2025Q3: 48,138 shares; 2025Q4: 48,265 shares; 2026Q1: 55,314 shares; 2026Q2: 64,351 shares 64,351 $7.05M 0.13% +9,037 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,548 shares; 2024Q4: 132,993 shares; 2025Q1: 134,665 shares; 2025Q2: 151,578 shares; 2025Q3: 154,787 shares; 2025Q4: 154,383 shares; 2026Q1: 156,545 shares; 2026Q2: 151,556 shares 151,556 $6.89M 0.13% -4,989 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: 99,957 shares; 2024Q4: 37,249 shares; 2025Q1: 58,354 shares; 2025Q2: 57,464 shares; 2025Q3: 56,362 shares; 2025Q4: 55,919 shares; 2026Q1: 56,817 shares; 2026Q2: 47,957 shares 47,957 $6.7M 0.13% -8,860 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: 82,217 shares; 2024Q4: 87,481 shares; 2025Q1: 87,847 shares; 2025Q2: 104,694 shares; 2025Q3: 118,316 shares; 2025Q4: 122,318 shares; 2026Q1: 122,575 shares; 2026Q2: 63,743 shares 63,743 $6.62M 0.13% -58,832 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,918 shares; 2026Q1: 95,918 shares; 2026Q2: 94,938 shares 94,938 $6.4M 0.12% -980 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,325 shares 67,325 $6.19M 0.12% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,886 shares; 2025Q3: 108,814 shares; 2025Q4: 113,214 shares; 2026Q1: 126,695 shares; 2026Q2: 135,377 shares 135,377 $6.19M 0.12% +8,682 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: 230,167 shares; 2024Q4: 233,757 shares; 2025Q1: 234,512 shares; 2025Q2: 264,366 shares; 2025Q3: 271,610 shares; 2025Q4: 158,440 shares; 2026Q1: 155,069 shares; 2026Q2: 138,584 shares 138,584 $6.16M 0.12% -16,485 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: 18,547 shares; 2024Q4: 18,608 shares; 2025Q1: 19,030 shares; 2025Q2: 21,072 shares; 2025Q3: 22,083 shares; 2025Q4: 22,413 shares; 2026Q1: 22,549 shares; 2026Q2: 21,674 shares 21,674 $6.1M 0.12% -875 Timeline HFGM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,628 shares; 2025Q4: 23,836 shares; 2026Q1: 213,537 shares; 2026Q2: 198,552 shares 198,552 $6.06M 0.11% -14,985 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,158 shares; 2024Q4: 8,082 shares; 2025Q1: 8,339 shares; 2025Q2: 8,779 shares; 2025Q3: 8,364 shares; 2025Q4: 30,481 shares; 2026Q1: 29,911 shares; 2026Q2: 27,240 shares 27,240 $6.01M 0.11% -2,671 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: 7,363 shares; 2024Q4: 7,315 shares; 2025Q1: 7,171 shares; 2025Q2: 8,112 shares; 2025Q3: 8,296 shares; 2025Q4: 8,713 shares; 2026Q1: 8,910 shares; 2026Q2: 6,390 shares 6,390 $5.98M 0.11% -2,520 Timeline VAW 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: 16,068 shares; 2024Q4: 16,463 shares; 2025Q1: 22,012 shares; 2025Q2: 22,965 shares; 2025Q3: 22,904 shares; 2025Q4: 22,954 shares; 2026Q1: 23,816 shares; 2026Q2: 25,443 shares 25,443 $5.82M 0.11% +1,627 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: 16,307 shares; 2024Q4: 17,293 shares; 2025Q1: 18,564 shares; 2025Q2: 19,360 shares; 2025Q3: 19,448 shares; 2025Q4: 20,335 shares; 2026Q1: 18,096 shares; 2026Q2: 17,268 shares 17,268 $5.78M 0.11% -828 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 14,161 shares; 2025Q4: 173,579 shares; 2026Q1: 186,881 shares; 2026Q2: 274,920 shares 274,920 $5.71M 0.11% +88,039 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: not reported; 2024Q4: not reported; 2025Q1: 39,523 shares; 2025Q2: 165,258 shares; 2025Q3: 78,748 shares; 2025Q4: 65,916 shares; 2026Q1: 228,984 shares; 2026Q2: 69,483 shares 69,483 $5.69M 0.11% -159,501 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: 47,962 shares; 2024Q4: 58,003 shares; 2025Q1: 61,636 shares; 2025Q2: 60,606 shares; 2025Q3: 60,856 shares; 2025Q4: 64,949 shares; 2026Q1: 56,418 shares; 2026Q2: 52,755 shares 52,755 $5.67M 0.11% -3,663 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,771 shares; 2024Q4: 15,876 shares; 2025Q1: 16,517 shares; 2025Q2: 17,351 shares; 2025Q3: 17,020 shares; 2025Q4: 82,441 shares; 2026Q1: 87,668 shares; 2026Q2: 107,970 shares 107,970 $5.65M 0.11% +20,302 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: 10,380 shares; 2024Q4: 10,519 shares; 2025Q1: 10,833 shares; 2025Q2: 10,891 shares; 2025Q3: 11,470 shares; 2025Q4: 12,266 shares; 2026Q1: 12,293 shares; 2026Q2: 11,043 shares 11,043 $5.63M 0.11% -1,250 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: 12,897 shares; 2024Q4: 13,313 shares; 2025Q1: 12,822 shares; 2025Q2: 12,484 shares; 2025Q3: 12,485 shares; 2025Q4: 22,181 shares; 2026Q1: 17,335 shares; 2026Q2: 15,360 shares 15,360 $5.56M 0.11% -1,975 Timeline NTSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,487 shares; 2024Q4: 113,088 shares; 2025Q1: 116,472 shares; 2025Q2: 116,899 shares; 2025Q3: 118,038 shares; 2025Q4: 114,698 shares; 2026Q1: 113,663 shares; 2026Q2: 114,276 shares 114,276 $5.55M 0.11% +613 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 4,491 shares; 2025Q4: 5,328 shares; 2026Q1: 5,109 shares; 2026Q2: 108,896 shares 108,896 $5.55M 0.11% +103,787 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,642 shares; 2025Q3: 59,970 shares; 2025Q4: 58,286 shares; 2026Q1: 58,818 shares; 2026Q2: 58,799 shares 58,799 $5.55M 0.11% -19 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,342 shares; 2024Q4: 262,079 shares; 2025Q1: 267,788 shares; 2025Q2: 159,290 shares; 2025Q3: 153,758 shares; 2025Q4: 138,424 shares; 2026Q1: 152,863 shares; 2026Q2: 141,018 shares 141,018 $5.52M 0.1% -11,845 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: 30,311 shares; 2024Q4: 34,027 shares; 2025Q1: 34,812 shares; 2025Q2: 35,915 shares; 2025Q3: 34,351 shares; 2025Q4: 24,302 shares; 2026Q1: 21,814 shares; 2026Q2: 21,374 shares 21,374 $5.46M 0.1% -440 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: 55,209 shares; 2024Q4: 67,463 shares; 2025Q1: 55,038 shares; 2025Q2: 66,528 shares; 2025Q3: 68,046 shares; 2025Q4: 63,074 shares; 2026Q1: 64,948 shares; 2026Q2: 48,013 shares 48,013 $5.42M 0.1% -16,935 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,702 shares; 2024Q4: 134,220 shares; 2025Q1: 117,091 shares; 2025Q2: 115,023 shares; 2025Q3: 116,335 shares; 2025Q4: 116,893 shares; 2026Q1: 114,011 shares; 2026Q2: 112,331 shares 112,331 $5.41M 0.1% -1,680 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,363 shares; 2025Q4: 69,286 shares; 2026Q1: 71,529 shares; 2026Q2: 69,812 shares 69,812 $5.32M 0.1% -1,717 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: 7,859 shares; 2024Q4: 16,410 shares; 2025Q1: 16,266 shares; 2025Q2: 15,002 shares; 2025Q3: 15,553 shares; 2025Q4: 15,321 shares; 2026Q1: 15,714 shares; 2026Q2: 15,532 shares 15,532 $5.3M 0.1% -182 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: 2,930 shares; 2025Q3: 6,050 shares; 2025Q4: 30,214 shares; 2026Q1: 31,063 shares; 2026Q2: 31,878 shares 31,878 $5.27M 0.1% +815 Timeline ACIO 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: 276,896 shares; 2025Q3: 154,017 shares; 2025Q4: 151,501 shares; 2026Q1: 142,584 shares; 2026Q2: 113,879 shares 113,879 $5.25M 0.1% -28,705 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $5.24M 0.1% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,909 shares; 2024Q4: 20,937 shares; 2025Q1: 21,180 shares; 2025Q2: 21,314 shares; 2025Q3: 21,622 shares; 2025Q4: 23,257 shares; 2026Q1: 23,753 shares; 2026Q2: 23,344 shares 23,344 $5.2M 0.1% -409 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: 23,293 shares; 2024Q4: 24,617 shares; 2025Q1: 20,901 shares; 2025Q2: 21,502 shares; 2025Q3: 18,653 shares; 2025Q4: 18,529 shares; 2026Q1: 25,729 shares; 2026Q2: 17,230 shares 17,230 $5.18M 0.1% -8,499 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: 24,693 shares; 2024Q4: 26,659 shares; 2025Q1: 28,303 shares; 2025Q2: 34,293 shares; 2025Q3: 35,031 shares; 2025Q4: 32,939 shares; 2026Q1: 35,108 shares; 2026Q2: 30,920 shares 30,920 $5.13M 0.1% -4,188 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: 20,856 shares; 2024Q4: 62,046 shares; 2025Q1: 70,560 shares; 2025Q2: 74,372 shares; 2025Q3: 75,678 shares; 2025Q4: 78,981 shares; 2026Q1: 86,578 shares; 2026Q2: 91,765 shares 91,765 $5.1M 0.1% +5,187 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: 71,977 shares; 2024Q4: 119,447 shares; 2025Q1: 230,682 shares; 2025Q2: 240,816 shares; 2025Q3: 251,357 shares; 2025Q4: 318,137 shares; 2026Q1: 396,686 shares; 2026Q2: 100,879 shares 100,879 $5M 0.09% -295,807 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,398 shares; 2024Q4: 13,362 shares; 2025Q1: 120,243 shares; 2025Q2: 178,218 shares; 2025Q3: 198,882 shares; 2025Q4: 228,531 shares; 2026Q1: 231,061 shares; 2026Q2: 264,044 shares 264,044 $4.89M 0.09% +32,983 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: 55,106 shares; 2024Q4: 53,852 shares; 2025Q1: 52,901 shares; 2025Q2: 59,056 shares; 2025Q3: 59,117 shares; 2025Q4: 59,326 shares; 2026Q1: 59,104 shares; 2026Q2: 50,770 shares 50,770 $4.86M 0.09% -8,334 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: 21,009 shares; 2024Q4: 19,722 shares; 2025Q1: 19,526 shares; 2025Q2: 25,673 shares; 2025Q3: 25,877 shares; 2025Q4: 27,786 shares; 2026Q1: 27,220 shares; 2026Q2: 24,128 shares 24,128 $4.77M 0.09% -3,092 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: 64,269 shares; 2024Q4: 69,979 shares; 2025Q1: 52,183 shares; 2025Q2: 48,215 shares; 2025Q3: 45,161 shares; 2025Q4: 87,794 shares; 2026Q1: 88,039 shares; 2026Q2: 89,292 shares 89,292 $4.74M 0.09% +1,253 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: 14,453 shares; 2024Q4: 14,282 shares; 2025Q1: 14,617 shares; 2025Q2: 14,860 shares; 2025Q3: 14,689 shares; 2025Q4: 15,621 shares; 2026Q1: 13,093 shares; 2026Q2: 12,472 shares 12,472 $4.66M 0.09% -621 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: 100,071 shares; 2024Q4: 97,382 shares; 2025Q1: 98,954 shares; 2025Q2: 10,503 shares; 2025Q3: 14,909 shares; 2025Q4: 22,742 shares; 2026Q1: 54,188 shares; 2026Q2: 56,266 shares 56,266 $4.66M 0.09% +2,078 Timeline RSSB 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: 60,052 shares; 2024Q4: 64,207 shares; 2025Q1: 105,533 shares; 2025Q2: 122,876 shares; 2025Q3: 120,825 shares; 2025Q4: 122,848 shares; 2026Q1: 141,871 shares; 2026Q2: 150,731 shares 150,731 $4.64M 0.09% +8,860 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,904 shares; 2024Q4: 188,365 shares; 2025Q1: 180,611 shares; 2025Q2: 179,560 shares; 2025Q3: 179,023 shares; 2025Q4: 192,190 shares; 2026Q1: 189,097 shares; 2026Q2: 159,615 shares 159,615 $4.62M 0.09% -29,482 Timeline UWM 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: 68,080 shares; 2026Q1: 68,080 shares; 2026Q2: 67,410 shares 67,410 $4.53M 0.09% -670 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: 49,240 shares; 2024Q4: 34,458 shares; 2025Q1: 33,471 shares; 2025Q2: 36,582 shares; 2025Q3: 35,586 shares; 2025Q4: 36,480 shares; 2026Q1: 37,385 shares; 2026Q2: 34,872 shares 34,872 $4.48M 0.08% -2,513 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,370 shares; 2024Q4: 43,232 shares; 2025Q1: 44,289 shares; 2025Q2: 88,368 shares; 2025Q3: 53,384 shares; 2025Q4: 45,304 shares; 2026Q1: 44,677 shares; 2026Q2: 45,054 shares 45,054 $4.48M 0.08% +377 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,741 shares; 2024Q4: 32,001 shares; 2025Q1: 31,952 shares; 2025Q2: 25,992 shares; 2025Q3: 23,772 shares; 2025Q4: 51,998 shares; 2026Q1: 50,673 shares; 2026Q2: 46,373 shares 46,373 $4.46M 0.08% -4,300 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: 10,910 shares; 2024Q4: 11,619 shares; 2025Q1: 9,902 shares; 2025Q2: 12,505 shares; 2025Q3: 13,386 shares; 2025Q4: 12,691 shares; 2026Q1: 13,835 shares; 2026Q2: 14,561 shares 14,561 $4.46M 0.08% +726 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: 73,482 shares; 2024Q4: 71,979 shares; 2025Q1: 71,242 shares; 2025Q2: 72,185 shares; 2025Q3: 72,625 shares; 2025Q4: 76,090 shares; 2026Q1: 43,179 shares; 2026Q2: 39,188 shares 39,188 $4.44M 0.08% -3,991 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: 5,758 shares; 2024Q4: 6,017 shares; 2025Q1: 5,986 shares; 2025Q2: 6,106 shares; 2025Q3: 5,831 shares; 2025Q4: 5,711 shares; 2026Q1: 6,068 shares; 2026Q2: 5,794 shares 5,794 $4.42M 0.08% -274 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: 13,496 shares; 2024Q4: 12,956 shares; 2025Q1: 13,474 shares; 2025Q2: 13,601 shares; 2025Q3: 14,539 shares; 2025Q4: 23,457 shares; 2026Q1: 25,144 shares; 2026Q2: 23,118 shares 23,118 $4.39M 0.08% -2,026 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: 34,990 shares; 2024Q4: 35,994 shares; 2025Q1: 38,393 shares; 2025Q2: 41,129 shares; 2025Q3: 43,461 shares; 2025Q4: 46,141 shares; 2026Q1: 43,766 shares; 2026Q2: 46,172 shares 46,172 $4.38M 0.08% +2,406 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: 33,602 shares; 2024Q4: 33,414 shares; 2025Q1: 34,551 shares; 2025Q2: 35,723 shares; 2025Q3: 35,866 shares; 2025Q4: 35,757 shares; 2026Q1: 35,749 shares; 2026Q2: 29,844 shares 29,844 $4.38M 0.08% -5,905 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,321 shares; 2024Q4: 6,607 shares; 2025Q1: 6,819 shares; 2025Q2: 6,872 shares; 2025Q3: 6,986 shares; 2025Q4: 8,772 shares; 2026Q1: 9,013 shares; 2026Q2: 8,431 shares 8,431 $4.33M 0.08% -582 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,422 shares; 2024Q4: 132,489 shares; 2025Q1: 134,638 shares; 2025Q2: 172,805 shares; 2025Q3: 179,591 shares; 2025Q4: 182,957 shares; 2026Q1: 184,454 shares; 2026Q2: 187,745 shares 187,745 $4.33M 0.08% +3,291 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: 191,157 shares; 2024Q4: 182,760 shares; 2025Q1: 167,825 shares; 2025Q2: 165,396 shares; 2025Q3: 167,211 shares; 2025Q4: 126,626 shares; 2026Q1: 47,941 shares; 2026Q2: 44,657 shares 44,657 $4.31M 0.08% -3,284 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: 29,589 shares; 2024Q4: 25,519 shares; 2025Q1: 24,191 shares; 2025Q2: 30,961 shares; 2025Q3: 31,188 shares; 2025Q4: 31,773 shares; 2026Q1: 33,293 shares; 2026Q2: 36,199 shares 36,199 $4.22M 0.08% +2,906 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: 33,371 shares; 2024Q4: 32,752 shares; 2025Q1: 31,676 shares; 2025Q2: 34,080 shares; 2025Q3: 34,860 shares; 2025Q4: 24,905 shares; 2026Q1: 25,191 shares; 2026Q2: 26,527 shares 26,527 $4.16M 0.08% +1,336 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: 30,752 shares; 2024Q4: 26,478 shares; 2025Q1: 25,689 shares; 2025Q2: 27,495 shares; 2025Q3: 28,891 shares; 2025Q4: 49,899 shares; 2026Q1: 96,241 shares; 2026Q2: 91,733 shares 91,733 $4.16M 0.08% -4,508 Timeline PFXF 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: 158,752 shares; 2024Q4: 173,001 shares; 2025Q1: 193,646 shares; 2025Q2: 214,581 shares; 2025Q3: 209,971 shares; 2025Q4: 212,920 shares; 2026Q1: 218,685 shares; 2026Q2: 232,180 shares 232,180 $4.14M 0.08% +13,495 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,537 shares; 2024Q4: 81,849 shares; 2025Q1: 80,693 shares; 2025Q2: 84,861 shares; 2025Q3: 80,959 shares; 2025Q4: 79,131 shares; 2026Q1: 76,563 shares; 2026Q2: 76,529 shares 76,529 $4.14M 0.08% -34 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: 124,891 shares; 2024Q4: 81,006 shares; 2025Q1: 62,147 shares; 2025Q2: 69,480 shares; 2025Q3: 67,095 shares; 2025Q4: 73,619 shares; 2026Q1: 78,790 shares; 2026Q2: 81,573 shares 81,573 $4.13M 0.08% +2,783 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,661 shares; 2024Q4: 95,838 shares; 2025Q1: 94,108 shares; 2025Q2: 115,525 shares; 2025Q3: 115,232 shares; 2025Q4: 114,744 shares; 2026Q1: 116,142 shares; 2026Q2: 111,995 shares 111,995 $4.09M 0.08% -4,147 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,105 shares; 2024Q4: 101,181 shares; 2025Q1: 101,427 shares; 2025Q2: 105,064 shares; 2025Q3: 104,415 shares; 2025Q4: 102,948 shares; 2026Q1: 100,160 shares; 2026Q2: 100,523 shares 100,523 $4.09M 0.08% +363 Timeline DDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143,099 shares; 2026Q2: 193,264 shares 193,264 $4.07M 0.08% +50,165 Timeline DFLV 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: 14,014 shares; 2024Q4: 18,169 shares; 2025Q1: 27,891 shares; 2025Q2: 100,936 shares; 2025Q3: 98,503 shares; 2025Q4: 102,404 shares; 2026Q1: 98,726 shares; 2026Q2: 102,930 shares 102,930 $4.07M 0.08% +4,204 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,405 shares; 2024Q4: not reported; 2025Q1: 86,021 shares; 2025Q2: 72,436 shares; 2025Q3: 73,645 shares; 2025Q4: 77,517 shares; 2026Q1: 78,592 shares; 2026Q2: 84,291 shares 84,291 $3.99M 0.08% +5,699 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,491 shares; 2024Q4: 40,970 shares; 2025Q1: 37,935 shares; 2025Q2: 36,213 shares; 2025Q3: 34,229 shares; 2025Q4: 34,017 shares; 2026Q1: 34,087 shares; 2026Q2: 33,725 shares 33,725 $3.99M 0.08% -362 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: 30,795 shares; 2024Q4: 16,857 shares; 2025Q1: 19,640 shares; 2025Q2: 29,765 shares; 2025Q3: 27,244 shares; 2025Q4: 26,532 shares; 2026Q1: 32,934 shares; 2026Q2: 31,036 shares 31,036 $3.97M 0.08% -1,898 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: 107,286 shares; 2024Q4: 117,689 shares; 2025Q1: 110,981 shares; 2025Q2: 83,560 shares; 2025Q3: 76,172 shares; 2025Q4: 83,372 shares; 2026Q1: 75,100 shares; 2026Q2: 78,356 shares 78,356 $3.96M 0.08% +3,256 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: 19,288 shares; 2024Q4: 33,612 shares; 2025Q1: 38,238 shares; 2025Q2: 33,975 shares; 2025Q3: 47,783 shares; 2025Q4: 46,522 shares; 2026Q1: 18,660 shares; 2026Q2: 43,218 shares 43,218 $3.94M 0.07% +24,558 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,553 shares; 2024Q4: 27,567 shares; 2025Q1: 27,478 shares; 2025Q2: 26,420 shares; 2025Q3: 27,289 shares; 2025Q4: 27,307 shares; 2026Q1: 30,141 shares; 2026Q2: 25,192 shares 25,192 $3.94M 0.07% -4,949 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: 61,859 shares; 2024Q4: 61,532 shares; 2025Q1: 61,702 shares; 2025Q2: 68,073 shares; 2025Q3: 69,747 shares; 2025Q4: 72,894 shares; 2026Q1: 71,452 shares; 2026Q2: 68,900 shares 68,900 $3.93M 0.07% -2,552 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,415 shares; 2024Q4: 270,654 shares; 2025Q1: 278,530 shares; 2025Q2: 280,504 shares; 2025Q3: 303,015 shares; 2025Q4: 352,808 shares; 2026Q1: 205,818 shares; 2026Q2: 205,537 shares 205,537 $3.88M 0.07% -281 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: 28,998 shares; 2025Q2: 22,146 shares; 2025Q3: 43,108 shares; 2025Q4: 54,356 shares; 2026Q1: 67,387 shares; 2026Q2: 70,898 shares 70,898 $3.86M 0.07% +3,511 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: 5,215 shares; 2024Q4: 5,661 shares; 2025Q1: 5,800 shares; 2025Q2: 8,217 shares; 2025Q3: 8,387 shares; 2025Q4: 9,320 shares; 2026Q1: 9,377 shares; 2026Q2: 9,012 shares 9,012 $3.84M 0.07% -365 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: 13,312 shares; 2024Q4: 13,739 shares; 2025Q1: 13,208 shares; 2025Q2: 5,987 shares; 2025Q3: 7,039 shares; 2025Q4: 8,125 shares; 2026Q1: 9,661 shares; 2026Q2: 10,385 shares 10,385 $3.8M 0.07% +724 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: 5,508 shares; 2024Q4: 5,552 shares; 2025Q1: 5,756 shares; 2025Q2: 6,325 shares; 2025Q3: 6,386 shares; 2025Q4: 36,537 shares; 2026Q1: 30,582 shares; 2026Q2: 38,198 shares 38,198 $3.79M 0.07% +7,616 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,860 shares; 2024Q4: 21,413 shares; 2025Q1: 21,922 shares; 2025Q2: 21,744 shares; 2025Q3: 22,668 shares; 2025Q4: 23,311 shares; 2026Q1: 23,428 shares; 2026Q2: 23,320 shares 23,320 $3.78M 0.07% -108 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: 27,920 shares; 2024Q4: 27,521 shares; 2025Q1: 29,607 shares; 2025Q2: 27,816 shares; 2025Q3: 40,927 shares; 2025Q4: 35,511 shares; 2026Q1: 20,421 shares; 2026Q2: 20,021 shares 20,021 $3.77M 0.07% -400 Timeline HYD 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: 74,278 shares; 2024Q4: 79,457 shares; 2025Q1: 81,036 shares; 2025Q2: 49,866 shares; 2025Q3: 54,415 shares; 2025Q4: 60,076 shares; 2026Q1: 69,440 shares; 2026Q2: 72,804 shares 72,804 $3.75M 0.07% +3,364 Timeline TBIL 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: 165,382 shares; 2024Q4: 260,305 shares; 2025Q1: 389,353 shares; 2025Q2: 324,665 shares; 2025Q3: 97,573 shares; 2025Q4: 95,676 shares; 2026Q1: 88,812 shares; 2026Q2: 75,134 shares 75,134 $3.75M 0.07% -13,678 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,163 shares; 2024Q4: 4,363 shares; 2025Q1: 4,925 shares; 2025Q2: 7,157 shares; 2025Q3: 11,704 shares; 2025Q4: 13,705 shares; 2026Q1: 16,493 shares; 2026Q2: 19,163 shares 19,163 $3.71M 0.07% +2,670 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: 3,305 shares; 2024Q4: 3,215 shares; 2025Q1: 3,298 shares; 2025Q2: 3,565 shares; 2025Q3: 3,615 shares; 2025Q4: 3,919 shares; 2026Q1: 3,353 shares; 2026Q2: 3,154 shares 3,154 $3.71M 0.07% -199 Timeline TYLD 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: 139,311 shares; 2026Q1: 147,832 shares; 2026Q2: 146,494 shares 146,494 $3.7M 0.07% -1,338 Timeline FENI 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: 47,887 shares; 2025Q2: 66,610 shares; 2025Q3: 69,195 shares; 2025Q4: 72,202 shares; 2026Q1: 95,307 shares; 2026Q2: 91,134 shares 91,134 $3.66M 0.07% -4,173 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,738 shares; 2024Q4: 70,507 shares; 2025Q1: 69,159 shares; 2025Q2: 90,049 shares; 2025Q3: 68,794 shares; 2025Q4: 55,420 shares; 2026Q1: 45,281 shares; 2026Q2: 39,551 shares 39,551 $3.62M 0.07% -5,730 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: 79,974 shares; 2024Q4: 78,432 shares; 2025Q1: 76,847 shares; 2025Q2: 59,725 shares; 2025Q3: 84,644 shares; 2025Q4: 121,268 shares; 2026Q1: 127,787 shares; 2026Q2: 37,505 shares 37,505 $3.62M 0.07% -90,282 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,974 shares; 2024Q4: 437,511 shares; 2025Q1: 244,343 shares; 2025Q2: 205,605 shares; 2025Q3: 215,155 shares; 2025Q4: 195,201 shares; 2026Q1: 207,424 shares; 2026Q2: 186,550 shares 186,550 $3.58M 0.07% -20,874 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: 5,356 shares; 2024Q4: 5,133 shares; 2025Q1: 5,215 shares; 2025Q2: 8,535 shares; 2025Q3: 8,963 shares; 2025Q4: 8,901 shares; 2026Q1: 8,591 shares; 2026Q2: 8,579 shares 8,579 $3.57M 0.07% -12 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: 152,720 shares; 2024Q4: 155,044 shares; 2025Q1: 127,395 shares; 2025Q2: 154,736 shares; 2025Q3: 164,956 shares; 2025Q4: 158,746 shares; 2026Q1: 169,282 shares; 2026Q2: 147,571 shares 147,571 $3.55M 0.07% -21,711 Timeline RSBA TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219,674 shares; 2025Q2: 222,978 shares; 2025Q3: 238,963 shares; 2025Q4: 281,429 shares; 2026Q1: 496,018 shares; 2026Q2: 168,575 shares 168,575 $3.55M 0.07% -327,443 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: 2,573 shares; 2024Q4: 2,561 shares; 2025Q1: 2,561 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,753 shares; 2026Q1: 8,609 shares; 2026Q2: 9,740 shares 9,740 $3.51M 0.07% +1,131 Timeline CGHM 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: 106,428 shares; 2025Q3: 132,393 shares; 2025Q4: 112,521 shares; 2026Q1: 119,651 shares; 2026Q2: 134,990 shares 134,990 $3.49M 0.07% +15,339 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: 12,899 shares; 2025Q3: 23,378 shares; 2025Q4: 24,257 shares; 2026Q1: 20,572 shares; 2026Q2: 20,492 shares 20,492 $3.49M 0.07% -80 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,180 shares; 2024Q4: 12,421 shares; 2025Q1: 12,448 shares; 2025Q2: 12,361 shares; 2025Q3: 15,670 shares; 2025Q4: 15,549 shares; 2026Q1: 13,616 shares; 2026Q2: 13,682 shares 13,682 $3.48M 0.07% +66 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: 41,918 shares; 2024Q4: 42,341 shares; 2025Q1: 42,925 shares; 2025Q2: 46,468 shares; 2025Q3: 46,433 shares; 2025Q4: 45,877 shares; 2026Q1: 48,780 shares; 2026Q2: 42,824 shares 42,824 $3.48M 0.07% -5,956 Timeline WTIP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,396 shares; 2026Q1: 123,199 shares; 2026Q2: 99,006 shares 99,006 $3.42M 0.06% -24,193 Timeline DFSV 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: 63,160 shares; 2024Q4: 47,084 shares; 2025Q1: 113,336 shares; 2025Q2: 128,426 shares; 2025Q3: 129,928 shares; 2025Q4: 138,689 shares; 2026Q1: 85,688 shares; 2026Q2: 87,790 shares 87,790 $3.41M 0.06% +2,102 Timeline EDOW 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: 62,890 shares; 2024Q4: 63,245 shares; 2025Q1: 66,485 shares; 2025Q2: 67,802 shares; 2025Q3: 70,313 shares; 2025Q4: 71,845 shares; 2026Q1: 72,039 shares; 2026Q2: 77,225 shares 77,225 $3.4M 0.06% +5,186 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,765 shares; 2024Q4: 31,468 shares; 2025Q1: 68,787 shares; 2025Q2: 71,000 shares; 2025Q3: 72,235 shares; 2025Q4: 70,465 shares; 2026Q1: 65,209 shares; 2026Q2: 56,276 shares 56,276 $3.36M 0.06% -8,933 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: 4,216 shares; 2024Q4: 4,347 shares; 2025Q1: 4,231 shares; 2025Q2: 4,705 shares; 2025Q3: 5,106 shares; 2025Q4: 4,776 shares; 2026Q1: 4,657 shares; 2026Q2: 4,637 shares 4,637 $3.35M 0.06% -20 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,984 shares; 2024Q4: 64,873 shares; 2025Q1: 63,064 shares; 2025Q2: 66,616 shares; 2025Q3: 65,291 shares; 2025Q4: 58,900 shares; 2026Q1: 58,378 shares; 2026Q2: 59,256 shares 59,256 $3.35M 0.06% +878 Timeline KOMP 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: 42,924 shares; 2024Q4: 41,548 shares; 2025Q1: 39,547 shares; 2025Q2: 44,561 shares; 2025Q3: 43,064 shares; 2025Q4: 47,325 shares; 2026Q1: 47,487 shares; 2026Q2: 46,566 shares 46,566 $3.33M 0.06% -921 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: 17,500 shares; 2024Q4: 10,267 shares; 2025Q1: 24,172 shares; 2025Q2: 45,526 shares; 2025Q3: 43,933 shares; 2025Q4: 44,456 shares; 2026Q1: 45,492 shares; 2026Q2: 45,621 shares 45,621 $3.33M 0.06% +129 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,584 shares; 2024Q4: 49,494 shares; 2025Q1: 48,675 shares; 2025Q2: 67,726 shares; 2025Q3: 67,897 shares; 2025Q4: 65,955 shares; 2026Q1: 124,084 shares; 2026Q2: 137,744 shares 137,744 $3.26M 0.06% +13,660 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,369 shares; 2024Q4: 41,709 shares; 2025Q1: 50,519 shares; 2025Q2: 52,832 shares; 2025Q3: 54,729 shares; 2025Q4: 55,289 shares; 2026Q1: 60,430 shares; 2026Q2: 64,986 shares 64,986 $3.24M 0.06% +4,556 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: 101,704 shares; 2024Q4: 94,994 shares; 2025Q1: 92,052 shares; 2025Q2: 85,173 shares; 2025Q3: 85,636 shares; 2025Q4: 76,688 shares; 2026Q1: 89,568 shares; 2026Q2: 76,353 shares 76,353 $3.23M 0.06% -13,215 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,346 shares; 2024Q4: 24,063 shares; 2025Q1: 22,734 shares; 2025Q2: 22,767 shares; 2025Q3: 22,767 shares; 2025Q4: 22,161 shares; 2026Q1: 22,024 shares; 2026Q2: 22,305 shares 22,305 $3.22M 0.06% +281 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,223 shares; 2024Q4: 58,759 shares; 2025Q1: 59,103 shares; 2025Q2: 67,252 shares; 2025Q3: 64,541 shares; 2025Q4: 41,752 shares; 2026Q1: 94,841 shares; 2026Q2: 79,900 shares 79,900 $3.21M 0.06% -14,941 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: 4,030 shares; 2024Q4: 3,932 shares; 2025Q1: 3,737 shares; 2025Q2: 3,801 shares; 2025Q3: 3,878 shares; 2025Q4: 5,439 shares; 2026Q1: 5,822 shares; 2026Q2: 5,045 shares 5,045 $3.2M 0.06% -777 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: 48,380 shares; 2024Q4: 47,365 shares; 2025Q1: 46,821 shares; 2025Q2: 51,448 shares; 2025Q3: 51,941 shares; 2025Q4: 44,023 shares; 2026Q1: 56,082 shares; 2026Q2: 44,220 shares 44,220 $3.18M 0.06% -11,862 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: 14,352 shares 14,352 $3.17M 0.06% new 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: 49,850 shares; 2024Q4: 50,911 shares; 2025Q1: 53,887 shares; 2025Q2: 74,720 shares; 2025Q3: 76,373 shares; 2025Q4: 75,777 shares; 2026Q1: 76,322 shares; 2026Q2: 79,994 shares 79,994 $3.14M 0.06% +3,672 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: 21,687 shares; 2024Q4: 21,167 shares; 2025Q1: 19,006 shares; 2025Q2: 21,378 shares; 2025Q3: 21,521 shares; 2025Q4: 20,552 shares; 2026Q1: 21,501 shares; 2026Q2: 16,986 shares 16,986 $3.14M 0.06% -4,515 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,567 shares; 2024Q4: 3,552 shares; 2025Q1: 3,807 shares; 2025Q2: 3,978 shares; 2025Q3: 4,012 shares; 2025Q4: 6,585 shares; 2026Q1: 6,461 shares; 2026Q2: 4,375 shares 4,375 $3.12M 0.06% -2,086 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: not reported; 2024Q4: not reported; 2025Q1: 25,669 shares; 2025Q2: 26,597 shares; 2025Q3: 33,978 shares; 2025Q4: 36,948 shares; 2026Q1: 38,946 shares; 2026Q2: 42,024 shares 42,024 $3.1M 0.06% +3,078 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: 32,222 shares; 2024Q4: 33,708 shares; 2025Q1: 29,910 shares; 2025Q2: 19,438 shares; 2025Q3: 19,546 shares; 2025Q4: 19,095 shares; 2026Q1: 18,052 shares; 2026Q2: 12,734 shares 12,734 $3.09M 0.06% -5,318 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: 35,021 shares; 2024Q4: 36,483 shares; 2025Q1: 34,044 shares; 2025Q2: 34,538 shares; 2025Q3: 34,691 shares; 2025Q4: 35,407 shares; 2026Q1: 34,164 shares; 2026Q2: 34,318 shares 34,318 $3.08M 0.06% +154 Timeline SNSR 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: 58,976 shares; 2024Q4: 60,900 shares; 2025Q1: 62,281 shares; 2025Q2: 64,266 shares; 2025Q3: 64,272 shares; 2025Q4: 63,998 shares; 2026Q1: 64,265 shares; 2026Q2: 60,921 shares 60,921 $3.04M 0.06% -3,344 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,138 shares; 2024Q4: 56,865 shares; 2025Q1: 63,158 shares; 2025Q2: 116,154 shares; 2025Q3: 84,433 shares; 2025Q4: 112,931 shares; 2026Q1: 117,230 shares; 2026Q2: 59,474 shares 59,474 $3.03M 0.06% -57,756 Timeline JPLD 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: 49,624 shares; 2025Q1: 61,592 shares; 2025Q2: 58,916 shares; 2025Q3: 57,748 shares; 2025Q4: 63,030 shares; 2026Q1: 66,526 shares; 2026Q2: 57,903 shares 57,903 $3.02M 0.06% -8,623 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: 31,193 shares; 2024Q4: 32,068 shares; 2025Q1: 34,944 shares; 2025Q2: 33,546 shares; 2025Q3: 27,546 shares; 2025Q4: 27,959 shares; 2026Q1: 30,562 shares; 2026Q2: 58,677 shares 58,677 $2.99M 0.06% +28,115 Timeline DFCF 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: 41,455 shares; 2024Q4: 44,168 shares; 2025Q1: 99,814 shares; 2025Q2: 107,930 shares; 2025Q3: 108,749 shares; 2025Q4: 130,354 shares; 2026Q1: 68,614 shares; 2026Q2: 70,615 shares 70,615 $2.98M 0.06% +2,001 Timeline XLBI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,435 shares; 2026Q2: 123,884 shares 123,884 $2.97M 0.06% +6,449 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: 98,241 shares; 2024Q4: 97,238 shares; 2025Q1: 76,776 shares; 2025Q2: 92,933 shares; 2025Q3: 96,655 shares; 2025Q4: 94,971 shares; 2026Q1: 95,880 shares; 2026Q2: 80,573 shares 80,573 $2.96M 0.06% -15,307 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,678 shares; 2026Q2: 59,421 shares 59,421 $2.96M 0.06% +52,743 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,406 shares; 2024Q4: 33,910 shares; 2025Q1: 34,907 shares; 2025Q2: 61,059 shares; 2025Q3: 62,155 shares; 2025Q4: 62,639 shares; 2026Q1: 64,455 shares; 2026Q2: 62,481 shares 62,481 $2.93M 0.06% -1,974 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,405 shares; 2024Q4: 13,092 shares; 2025Q1: 12,800 shares; 2025Q2: 20,246 shares; 2025Q3: 28,793 shares; 2025Q4: 22,191 shares; 2026Q1: 29,468 shares; 2026Q2: 34,153 shares 34,153 $2.92M 0.06% +4,685 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: 8,422 shares; 2024Q4: 9,122 shares; 2025Q1: 7,678 shares; 2025Q2: 12,062 shares; 2025Q3: 11,199 shares; 2025Q4: 13,861 shares; 2026Q1: 13,741 shares; 2026Q2: 13,479 shares 13,479 $2.92M 0.06% -262 Timeline GXC 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: 39,613 shares; 2025Q2: 31,459 shares; 2025Q3: 31,054 shares; 2025Q4: 31,566 shares; 2026Q1: 31,115 shares; 2026Q2: 33,465 shares 33,465 $2.9M 0.05% +2,350 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,288 shares; 2024Q4: 6,592 shares; 2025Q1: 5,971 shares; 2025Q2: 6,781 shares; 2025Q3: 7,033 shares; 2025Q4: 7,141 shares; 2026Q1: 7,206 shares; 2026Q2: 32,920 shares 32,920 $2.89M 0.05% +25,714 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,584 shares; 2024Q4: 2,119 shares; 2025Q1: 1,927 shares; 2025Q2: 1,711 shares; 2025Q3: 1,682 shares; 2025Q4: 9,951 shares; 2026Q1: 9,953 shares; 2026Q2: 9,224 shares 9,224 $2.89M 0.05% -729 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: 6,132 shares; 2024Q4: 5,644 shares; 2025Q1: 5,317 shares; 2025Q2: 10,368 shares; 2025Q3: 10,963 shares; 2025Q4: 10,571 shares; 2026Q1: 9,776 shares; 2026Q2: 9,679 shares 9,679 $2.88M 0.05% -97 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,748 shares; 2024Q4: 10,383 shares; 2025Q1: 9,966 shares; 2025Q2: 10,579 shares; 2025Q3: 10,558 shares; 2025Q4: 10,296 shares; 2026Q1: 10,045 shares; 2026Q2: 9,076 shares 9,076 $2.88M 0.05% -969 Timeline SPIB 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: 60,237 shares; 2024Q4: 59,921 shares; 2025Q1: 59,165 shares; 2025Q2: 59,501 shares; 2025Q3: 83,306 shares; 2025Q4: 87,676 shares; 2026Q1: 84,551 shares; 2026Q2: 85,164 shares 85,164 $2.85M 0.05% +613 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: 25,485 shares; 2024Q4: 22,794 shares; 2025Q1: 22,163 shares; 2025Q2: 21,749 shares; 2025Q3: 17,817 shares; 2025Q4: 17,745 shares; 2026Q1: 17,312 shares; 2026Q2: 17,958 shares 17,958 $2.85M 0.05% +646 Timeline PWB 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: 3,833 shares; 2025Q2: 17,082 shares; 2025Q3: 17,082 shares; 2025Q4: 17,054 shares; 2026Q1: 16,797 shares; 2026Q2: 16,797 shares 16,797 $2.83M 0.05% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,298 shares; 2024Q4: 72,586 shares; 2025Q1: 71,547 shares; 2025Q2: 119,336 shares; 2025Q3: 119,249 shares; 2025Q4: 100,912 shares; 2026Q1: 86,264 shares; 2026Q2: 76,252 shares 76,252 $2.81M 0.05% -10,012 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: 21,193 shares; 2024Q4: 21,550 shares; 2025Q1: 24,783 shares; 2025Q2: 29,836 shares; 2025Q3: 30,625 shares; 2025Q4: 31,918 shares; 2026Q1: 38,022 shares; 2026Q2: 37,112 shares 37,112 $2.8M 0.05% -910 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,263 shares; 2024Q4: 1,271 shares; 2025Q1: 1,216 shares; 2025Q2: 2,590 shares; 2025Q3: 2,554 shares; 2025Q4: 9,328 shares; 2026Q1: 9,260 shares; 2026Q2: 8,851 shares 8,851 $2.79M 0.05% -409 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: 173,931 shares; 2024Q4: 164,749 shares; 2025Q1: 168,179 shares; 2025Q2: 182,430 shares; 2025Q3: 187,916 shares; 2025Q4: 102,704 shares; 2026Q1: 22,007 shares; 2026Q2: 22,434 shares 22,434 $2.74M 0.05% +427 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: 19,783 shares; 2024Q4: 20,457 shares; 2025Q1: 20,264 shares; 2025Q2: 21,133 shares; 2025Q3: 21,767 shares; 2025Q4: 22,051 shares; 2026Q1: 22,253 shares; 2026Q2: 19,113 shares 19,113 $2.74M 0.05% -3,140 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,744 shares; 2024Q4: 59,988 shares; 2025Q1: 58,096 shares; 2025Q2: 63,807 shares; 2025Q3: 65,289 shares; 2025Q4: 63,569 shares; 2026Q1: 62,759 shares; 2026Q2: 62,099 shares 62,099 $2.73M 0.05% -660 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: 9,389 shares; 2024Q4: 8,810 shares; 2025Q1: 8,434 shares; 2025Q2: 11,036 shares; 2025Q3: 12,199 shares; 2025Q4: 12,863 shares; 2026Q1: 12,700 shares; 2026Q2: 17,364 shares 17,364 $2.72M 0.05% +4,664 Timeline EVTR 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: not reported; 2025Q2: not reported; 2025Q3: 34,076 shares; 2025Q4: 36,128 shares; 2026Q1: 49,955 shares; 2026Q2: 53,615 shares 53,615 $2.72M 0.05% +3,660 Timeline HFMF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,854 shares; 2026Q2: 126,158 shares 126,158 $2.71M 0.05% +103,304 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: 5,539 shares; 2024Q4: 6,296 shares; 2025Q1: 6,561 shares; 2025Q2: 7,293 shares; 2025Q3: 7,434 shares; 2025Q4: 7,712 shares; 2026Q1: 7,984 shares; 2026Q2: 7,907 shares 7,907 $2.69M 0.05% -77 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,341 shares; 2025Q2: 58,976 shares; 2025Q3: 69,348 shares; 2025Q4: 54,993 shares; 2026Q1: 56,814 shares; 2026Q2: 53,886 shares 53,886 $2.68M 0.05% -2,928 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: 25,370 shares; 2024Q4: 25,074 shares; 2025Q1: 28,563 shares; 2025Q2: 30,011 shares; 2025Q3: 28,243 shares; 2025Q4: 27,666 shares; 2026Q1: 56,526 shares; 2026Q2: 29,714 shares 29,714 $2.68M 0.05% -26,812 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: 15,299 shares; 2024Q4: 19,961 shares; 2025Q1: 20,747 shares; 2025Q2: 40,409 shares; 2025Q3: 45,402 shares; 2025Q4: 52,034 shares; 2026Q1: 52,736 shares; 2026Q2: 50,738 shares 50,738 $2.67M 0.05% -1,998 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,270 shares; 2024Q4: 30,325 shares; 2025Q1: 28,605 shares; 2025Q2: 29,428 shares; 2025Q3: 28,149 shares; 2025Q4: 28,174 shares; 2026Q1: 28,175 shares; 2026Q2: 29,375 shares 29,375 $2.66M 0.05% +1,200 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,269 shares; 2024Q4: 2,266 shares; 2025Q1: 2,708 shares; 2025Q2: 2,732 shares; 2025Q3: 2,933 shares; 2025Q4: 2,726 shares; 2026Q1: 2,703 shares; 2026Q2: 2,613 shares 2,613 $2.64M 0.05% -90 Timeline CGW 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: 3,374 shares; 2024Q4: not reported; 2025Q1: 38,023 shares; 2025Q2: 32,159 shares; 2025Q3: 33,087 shares; 2025Q4: 35,741 shares; 2026Q1: 37,304 shares; 2026Q2: 40,163 shares 40,163 $2.64M 0.05% +2,859 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,226 shares; 2024Q4: 57,284 shares; 2025Q1: 47,352 shares; 2025Q2: 58,912 shares; 2025Q3: 59,096 shares; 2025Q4: 57,832 shares; 2026Q1: 57,899 shares; 2026Q2: 57,348 shares 57,348 $2.63M 0.05% -551 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: 43,589 shares; 2025Q3: 43,163 shares; 2025Q4: 48,039 shares; 2026Q1: 50,044 shares; 2026Q2: 57,365 shares 57,365 $2.62M 0.05% +7,321 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: 45,974 shares; 2024Q4: 81,991 shares; 2025Q1: 80,972 shares; 2025Q2: 108,377 shares; 2025Q3: 101,540 shares; 2025Q4: 81,516 shares; 2026Q1: 73,369 shares; 2026Q2: 72,545 shares 72,545 $2.62M 0.05% -824 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,208 shares; 2024Q4: 37,431 shares; 2025Q1: 32,857 shares; 2025Q2: 32,356 shares; 2025Q3: 30,807 shares; 2025Q4: 29,531 shares; 2026Q1: 25,213 shares; 2026Q2: 24,605 shares 24,605 $2.62M 0.05% -608 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,830 shares; 2024Q4: 7,670 shares; 2025Q1: 7,714 shares; 2025Q2: 8,168 shares; 2025Q3: 8,095 shares; 2025Q4: 8,830 shares; 2026Q1: 8,825 shares; 2026Q2: 10,477 shares 10,477 $2.6M 0.05% +1,652 Timeline HYMB 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: 86,603 shares; 2024Q4: 92,578 shares; 2025Q1: 104,293 shares; 2025Q2: 100,751 shares; 2025Q3: 88,111 shares; 2025Q4: 93,036 shares; 2026Q1: 98,487 shares; 2026Q2: 101,813 shares 101,813 $2.59M 0.05% +3,326 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201,796 shares; 2026Q1: 300,995 shares; 2026Q2: 102,100 shares 102,100 $2.58M 0.05% -198,895 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,576 shares; 2025Q3: 36,850 shares; 2025Q4: 47,845 shares; 2026Q1: 51,452 shares; 2026Q2: 54,315 shares 54,315 $2.55M 0.05% +2,863 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,048 shares; 2024Q4: 99,991 shares; 2025Q1: 92,160 shares; 2025Q2: 86,739 shares; 2025Q3: 77,051 shares; 2025Q4: 74,551 shares; 2026Q1: 74,447 shares; 2026Q2: 49,187 shares 49,187 $2.49M 0.05% -25,260 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,723 shares; 2024Q4: 12,258 shares; 2025Q1: 13,282 shares; 2025Q2: 13,076 shares; 2025Q3: 12,660 shares; 2025Q4: 29,762 shares; 2026Q1: 30,166 shares; 2026Q2: 27,371 shares 27,371 $2.48M 0.05% -2,795 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,714 shares; 2024Q4: 9,185 shares; 2025Q1: 9,441 shares; 2025Q2: 9,101 shares; 2025Q3: 10,197 shares; 2025Q4: 11,130 shares; 2026Q1: 11,857 shares; 2026Q2: 9,143 shares 9,143 $2.47M 0.05% -2,714 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: 5,710 shares; 2024Q4: 5,681 shares; 2025Q1: 5,569 shares; 2025Q2: 5,570 shares; 2025Q3: 5,545 shares; 2025Q4: 3,764 shares; 2026Q1: 3,740 shares; 2026Q2: 3,513 shares 3,513 $2.47M 0.05% -227 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,119 shares; 2024Q4: 6,741 shares; 2025Q1: 22,219 shares; 2025Q2: 23,198 shares; 2025Q3: 24,090 shares; 2025Q4: 23,832 shares; 2026Q1: 20,497 shares; 2026Q2: 20,285 shares 20,285 $2.46M 0.05% -212 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: 26,815 shares; 2024Q4: 27,774 shares; 2025Q1: 28,202 shares; 2025Q2: 30,043 shares; 2025Q3: 30,726 shares; 2025Q4: 23,292 shares; 2026Q1: 21,302 shares; 2026Q2: 20,925 shares 20,925 $2.46M 0.05% -377 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: 5,277 shares; 2024Q4: 5,531 shares; 2025Q1: 6,977 shares; 2025Q2: 6,768 shares; 2025Q3: 6,844 shares; 2025Q4: 7,354 shares; 2026Q1: 6,618 shares; 2026Q2: 5,144 shares 5,144 $2.46M 0.05% -1,474 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,034 shares; 2024Q4: 18,263 shares; 2025Q1: 18,175 shares; 2025Q2: 18,527 shares; 2025Q3: 18,514 shares; 2025Q4: 19,547 shares; 2026Q1: 24,339 shares; 2026Q2: 19,347 shares 19,347 $2.44M 0.05% -4,992 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: 138,417 shares; 2024Q4: 119,180 shares; 2025Q1: 135,128 shares; 2025Q2: 128,135 shares; 2025Q3: 129,058 shares; 2025Q4: 138,567 shares; 2026Q1: 139,481 shares; 2026Q2: 127,608 shares 127,608 $2.44M 0.05% -11,873 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,356 shares; 2024Q4: 32,148 shares; 2025Q1: 34,458 shares; 2025Q2: 35,764 shares; 2025Q3: 34,246 shares; 2025Q4: 34,381 shares; 2026Q1: 33,997 shares; 2026Q2: 33,982 shares 33,982 $2.43M 0.05% -15 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: 17,937 shares; 2024Q4: 17,124 shares; 2025Q1: 17,667 shares; 2025Q2: 25,431 shares; 2025Q3: 25,248 shares; 2025Q4: 21,582 shares; 2026Q1: 21,294 shares; 2026Q2: 26,104 shares 26,104 $2.41M 0.05% +4,810 Timeline SPEM 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: 92,972 shares; 2024Q4: 105,138 shares; 2025Q1: 74,911 shares; 2025Q2: 74,046 shares; 2025Q3: 68,373 shares; 2025Q4: 56,048 shares; 2026Q1: 50,613 shares; 2026Q2: 45,909 shares 45,909 $2.38M 0.05% -4,704 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,284 shares; 2024Q4: 41,511 shares; 2025Q1: 40,781 shares; 2025Q2: 42,108 shares; 2025Q3: 43,113 shares; 2025Q4: 43,503 shares; 2026Q1: 71,965 shares; 2026Q2: 74,620 shares 74,620 $2.34M 0.04% +2,655 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,609 shares; 2024Q4: 7,560 shares; 2025Q1: 7,655 shares; 2025Q2: 8,105 shares; 2025Q3: 7,593 shares; 2025Q4: 7,556 shares; 2026Q1: 7,258 shares; 2026Q2: 6,909 shares 6,909 $2.34M 0.04% -349 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,494 shares; 2024Q4: 32,642 shares; 2025Q1: 41,164 shares; 2025Q2: 41,322 shares; 2025Q3: 41,742 shares; 2025Q4: 39,678 shares; 2026Q1: 37,795 shares; 2026Q2: 41,792 shares 41,792 $2.34M 0.04% +3,997 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,183 shares; 2024Q4: 2,390 shares; 2025Q1: 2,523 shares; 2025Q2: 2,995 shares; 2025Q3: 4,220 shares; 2025Q4: 6,591 shares; 2026Q1: 6,759 shares; 2026Q2: 6,585 shares 6,585 $2.33M 0.04% -174 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: 14,983 shares; 2024Q4: 14,571 shares; 2025Q1: 15,680 shares; 2025Q2: 15,810 shares; 2025Q3: 16,011 shares; 2025Q4: 22,801 shares; 2026Q1: 22,960 shares; 2026Q2: 18,403 shares 18,403 $2.33M 0.04% -4,557 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,215 shares; 2024Q4: 167,145 shares; 2025Q1: 188,896 shares; 2025Q2: 179,538 shares; 2025Q3: 184,566 shares; 2025Q4: 50,847 shares; 2026Q1: 48,216 shares; 2026Q2: 47,264 shares 47,264 $2.33M 0.04% -952 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: 2,619 shares; 2024Q4: 3,035 shares; 2025Q1: 14,373 shares; 2025Q2: 15,530 shares; 2025Q3: 15,846 shares; 2025Q4: 16,909 shares; 2026Q1: 18,137 shares; 2026Q2: 11,043 shares 11,043 $2.31M 0.04% -7,094 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: 3,089 shares; 2024Q4: 3,261 shares; 2025Q1: 3,191 shares; 2025Q2: 3,162 shares; 2025Q3: 5,129 shares; 2025Q4: 5,259 shares; 2026Q1: 4,842 shares; 2026Q2: 4,627 shares 4,627 $2.3M 0.04% -215 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: 11,943 shares; 2026Q2: 12,112 shares 12,112 $2.3M 0.04% +169 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: 19,602 shares; 2024Q4: 21,453 shares; 2025Q1: 20,868 shares; 2025Q2: 21,070 shares; 2025Q3: 20,541 shares; 2025Q4: 20,714 shares; 2026Q1: 19,182 shares; 2026Q2: 16,618 shares 16,618 $2.29M 0.04% -2,564 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: 1,956 shares; 2024Q4: 1,928 shares; 2025Q1: 2,148 shares; 2025Q2: 2,359 shares; 2025Q3: 2,360 shares; 2025Q4: 45,984 shares; 2026Q1: 46,552 shares; 2026Q2: 31,930 shares 31,930 $2.28M 0.04% -14,622 Timeline PSCT 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: 28,177 shares; 2024Q4: 24,718 shares; 2025Q1: 15,255 shares; 2025Q2: 23,477 shares; 2025Q3: 21,523 shares; 2025Q4: 20,466 shares; 2026Q1: 24,754 shares; 2026Q2: 24,614 shares 24,614 $2.27M 0.04% -140 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: 21,838 shares; 2024Q4: 20,058 shares; 2025Q1: 20,202 shares; 2025Q2: 16,741 shares; 2025Q3: 7,799 shares; 2025Q4: 7,719 shares; 2026Q1: 7,735 shares; 2026Q2: 7,593 shares 7,593 $2.27M 0.04% -142 Timeline FMDE 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: not reported; 2025Q3: 51,476 shares; 2025Q4: 53,968 shares; 2026Q1: 55,626 shares; 2026Q2: 55,911 shares 55,911 $2.27M 0.04% +285 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,899 shares; 2025Q2: 45,665 shares; 2025Q3: 57,133 shares; 2025Q4: 74,408 shares; 2026Q1: 84,757 shares; 2026Q2: 87,026 shares 87,026 $2.25M 0.04% +2,269 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: 70,293 shares; 2024Q4: 70,822 shares; 2025Q1: 71,260 shares; 2025Q2: 75,343 shares; 2025Q3: 75,967 shares; 2025Q4: 77,306 shares; 2026Q1: 75,128 shares; 2026Q2: 74,195 shares 74,195 $2.24M 0.04% -933 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: 20,967 shares; 2024Q4: 20,249 shares; 2025Q1: 22,583 shares; 2025Q2: 16,833 shares; 2025Q3: 16,619 shares; 2025Q4: 16,013 shares; 2026Q1: 25,641 shares; 2026Q2: 23,197 shares 23,197 $2.24M 0.04% -2,444 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,348 shares; 2024Q4: 10,596 shares; 2025Q1: 10,065 shares; 2025Q2: 10,039 shares; 2025Q3: 10,598 shares; 2025Q4: 14,259 shares; 2026Q1: 15,980 shares; 2026Q2: 16,282 shares 16,282 $2.23M 0.04% +302 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,203 shares; 2024Q4: 4,549 shares; 2025Q1: 4,758 shares; 2025Q2: 4,862 shares; 2025Q3: 4,733 shares; 2025Q4: 4,848 shares; 2026Q1: 4,784 shares; 2026Q2: 4,524 shares 4,524 $2.22M 0.04% -260 Timeline DCRE 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: 24,552 shares; 2024Q4: 30,610 shares; 2025Q1: 42,015 shares; 2025Q2: 40,488 shares; 2025Q3: 40,346 shares; 2025Q4: 43,192 shares; 2026Q1: 46,014 shares; 2026Q2: 42,712 shares 42,712 $2.21M 0.04% -3,302 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: 16,789 shares; 2024Q4: 20,203 shares; 2025Q1: 22,269 shares; 2025Q2: 32,375 shares; 2025Q3: 37,693 shares; 2025Q4: 32,278 shares; 2026Q1: 42,393 shares; 2026Q2: 35,424 shares 35,424 $2.19M 0.04% -6,969 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: 27,666 shares; 2024Q4: 21,853 shares; 2025Q1: 21,244 shares; 2025Q2: 28,505 shares; 2025Q3: 27,884 shares; 2025Q4: 28,593 shares; 2026Q1: 36,468 shares; 2026Q2: 25,002 shares 25,002 $2.19M 0.04% -11,466 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,778 shares; 2024Q4: 4,214 shares; 2025Q1: 6,318 shares; 2025Q2: 8,916 shares; 2025Q3: 9,164 shares; 2025Q4: 11,039 shares; 2026Q1: 12,405 shares; 2026Q2: 12,380 shares 12,380 $2.18M 0.04% -25 Timeline METL 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: 76,846 shares; 2026Q2: 84,596 shares 84,596 $2.18M 0.04% +7,750 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,192 shares; 2024Q4: 6,618 shares; 2025Q1: 6,027 shares; 2025Q2: 13,577 shares; 2025Q3: 16,354 shares; 2025Q4: 18,931 shares; 2026Q1: 14,841 shares; 2026Q2: 18,403 shares 18,403 $2.15M 0.04% +3,562 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: 43,041 shares; 2024Q4: 42,831 shares; 2025Q1: 42,599 shares; 2025Q2: 43,810 shares; 2025Q3: 43,561 shares; 2025Q4: 47,312 shares; 2026Q1: 47,569 shares; 2026Q2: 11,632 shares 11,632 $2.15M 0.04% -35,937 Timeline PVI 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: 39,351 shares; 2024Q4: 42,876 shares; 2025Q1: 47,204 shares; 2025Q2: 42,919 shares; 2025Q3: 54,995 shares; 2025Q4: 79,297 shares; 2026Q1: 115,796 shares; 2026Q2: 86,297 shares 86,297 $2.15M 0.04% -29,499 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: 9,586 shares 9,586 $2.15M 0.04% new Timeline QWLD 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: 15,278 shares; 2024Q4: 15,284 shares; 2025Q1: 12,616 shares; 2025Q2: 12,650 shares; 2025Q3: 12,686 shares; 2025Q4: 15,409 shares; 2026Q1: 15,386 shares; 2026Q2: 14,120 shares 14,120 $2.15M 0.04% -1,266 Timeline UTWO 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: 26,737 shares; 2024Q4: 28,837 shares; 2025Q1: 32,859 shares; 2025Q2: 35,122 shares; 2025Q3: 38,397 shares; 2025Q4: 36,654 shares; 2026Q1: 38,133 shares; 2026Q2: 44,237 shares 44,237 $2.12M 0.04% +6,104 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: 2,401 shares; 2024Q4: 2,411 shares; 2025Q1: 2,426 shares; 2025Q2: 2,416 shares; 2025Q3: 2,431 shares; 2025Q4: 2,435 shares; 2026Q1: 1,823 shares; 2026Q2: 1,862 shares 1,862 $2.11M 0.04% +39 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: not reported; 2025Q2: 34,771 shares; 2025Q3: 54,461 shares; 2025Q4: 66,670 shares; 2026Q1: 65,851 shares; 2026Q2: 68,987 shares 68,987 $2.1M 0.04% +3,136 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: 37,068 shares; 2025Q3: 37,486 shares; 2025Q4: 38,444 shares; 2026Q1: 38,654 shares; 2026Q2: 39,609 shares 39,609 $2.09M 0.04% +955 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,680 shares; 2026Q1: 15,956 shares; 2026Q2: 30,763 shares 30,763 $2.09M 0.04% +14,807 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: 3,467 shares; 2024Q4: 3,467 shares; 2025Q1: 3,467 shares; 2025Q2: 4,280 shares; 2025Q3: 4,226 shares; 2025Q4: 4,226 shares; 2026Q1: 5,457 shares; 2026Q2: 4,842 shares 4,842 $2.06M 0.04% -615 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: 43,583 shares; 2024Q4: 42,049 shares; 2025Q1: 39,629 shares; 2025Q2: 35,569 shares; 2025Q3: 35,857 shares; 2025Q4: 37,243 shares; 2026Q1: 34,591 shares; 2026Q2: 34,338 shares 34,338 $2.05M 0.04% -253 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: 208,525 shares; 2024Q4: 209,656 shares; 2025Q1: 203,608 shares; 2025Q2: 21,084 shares; 2025Q3: 22,331 shares; 2025Q4: 19,451 shares; 2026Q1: 26,498 shares; 2026Q2: 27,891 shares 27,891 $2.05M 0.04% +1,393 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: 16,715 shares; 2024Q4: 16,615 shares; 2025Q1: 16,818 shares; 2025Q2: 17,371 shares; 2025Q3: 20,317 shares; 2025Q4: 13,528 shares; 2026Q1: 17,097 shares; 2026Q2: 11,259 shares 11,259 $2.04M 0.04% -5,838 Timeline RWL 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: 41,868 shares; 2024Q4: 58,133 shares; 2025Q1: 60,978 shares; 2025Q2: 52,563 shares; 2025Q3: 67,958 shares; 2025Q4: 91,371 shares; 2026Q1: 105,073 shares; 2026Q2: 15,924 shares 15,924 $2.03M 0.04% -89,149 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,951 shares; 2024Q4: 43,886 shares; 2025Q1: 46,927 shares; 2025Q2: 47,473 shares; 2025Q3: 45,488 shares; 2025Q4: 35,781 shares; 2026Q1: 43,021 shares; 2026Q2: 35,230 shares 35,230 $2.03M 0.04% -7,791 Timeline OBIL 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: 10,560 shares; 2024Q4: 47,756 shares; 2025Q1: 66,974 shares; 2025Q2: 58,358 shares; 2025Q3: 33,851 shares; 2025Q4: 34,113 shares; 2026Q1: 35,483 shares; 2026Q2: 40,336 shares 40,336 $2.02M 0.04% +4,853 Timeline XBIL 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: 15,892 shares; 2024Q4: 17,135 shares; 2025Q1: 28,662 shares; 2025Q2: 29,089 shares; 2025Q3: 39,952 shares; 2025Q4: 40,704 shares; 2026Q1: 40,104 shares; 2026Q2: 40,159 shares 40,159 $2.01M 0.04% +55 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: 10,570 shares; 2024Q4: 7,080 shares; 2025Q1: 15,108 shares; 2025Q2: 18,711 shares; 2025Q3: 19,342 shares; 2025Q4: 22,319 shares; 2026Q1: 21,263 shares; 2026Q2: 23,168 shares 23,168 $2M 0.04% +1,905 Timeline QEFA 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: 30,917 shares; 2024Q4: 39,734 shares; 2025Q1: 22,426 shares; 2025Q2: 23,894 shares; 2025Q3: 23,848 shares; 2025Q4: 24,460 shares; 2026Q1: 24,519 shares; 2026Q2: 20,844 shares 20,844 $2M 0.04% -3,675 Timeline CTA 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: 29,355 shares; 2024Q4: 61,867 shares; 2025Q1: 120,210 shares; 2025Q2: 121,141 shares; 2025Q3: 91,689 shares; 2025Q4: 96,446 shares; 2026Q1: 81,818 shares; 2026Q2: 77,059 shares 77,059 $2M 0.04% -4,759 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,904 shares; 2025Q1: 12,906 shares; 2025Q2: 14,861 shares; 2025Q3: 16,460 shares; 2025Q4: 16,771 shares; 2026Q1: 17,624 shares; 2026Q2: 18,681 shares 18,681 $2M 0.04% +1,057 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,329 shares; 2024Q4: 54,780 shares; 2025Q1: 58,898 shares; 2025Q2: 64,504 shares; 2025Q3: 83,377 shares; 2025Q4: 64,673 shares; 2026Q1: 66,281 shares; 2026Q2: 65,144 shares 65,144 $1.99M 0.04% -1,137 Timeline REET 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: 100,470 shares; 2026Q2: 71,611 shares 71,611 $1.98M 0.04% -28,859 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474,468 shares; 2024Q4: 417,991 shares; 2025Q1: 417,262 shares; 2025Q2: 417,946 shares; 2025Q3: 423,554 shares; 2025Q4: 435,555 shares; 2026Q1: 368,158 shares; 2026Q2: 241,340 shares 241,340 $1.97M 0.04% -126,818 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: 7,767 shares; 2024Q4: 17,972 shares; 2025Q1: 17,389 shares; 2025Q2: 19,165 shares; 2025Q3: 25,092 shares; 2025Q4: 26,911 shares; 2026Q1: 17,103 shares; 2026Q2: 24,532 shares 24,532 $1.96M 0.04% +7,429 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: 11,637 shares; 2024Q4: 12,895 shares; 2025Q1: 11,697 shares; 2025Q2: 19,749 shares; 2025Q3: 29,255 shares; 2025Q4: 38,293 shares; 2026Q1: 47,618 shares; 2026Q2: 14,618 shares 14,618 $1.95M 0.04% -33,000 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: 1,207 shares; 2025Q4: 2,874 shares; 2026Q1: 4,097 shares; 2026Q2: 3,913 shares 3,913 $1.94M 0.04% -184 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,106 shares; 2025Q1: 33,682 shares; 2025Q2: 56,063 shares; 2025Q3: 61,655 shares; 2025Q4: 79,373 shares; 2026Q1: 89,489 shares; 2026Q2: 58,131 shares 58,131 $1.94M 0.04% -31,358 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: 35,054 shares; 2024Q4: 35,072 shares; 2025Q1: 38,341 shares; 2025Q2: 40,375 shares; 2025Q3: 40,616 shares; 2025Q4: 42,556 shares; 2026Q1: 18,234 shares; 2026Q2: 13,062 shares 13,062 $1.91M 0.04% -5,172 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,959 shares; 2025Q2: 64,780 shares; 2025Q3: 65,444 shares; 2025Q4: 75,455 shares; 2026Q1: 89,495 shares; 2026Q2: 35,796 shares 35,796 $1.91M 0.04% -53,699 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: 8,587 shares; 2024Q4: 8,381 shares; 2025Q1: 8,907 shares; 2025Q2: 9,091 shares; 2025Q3: 8,645 shares; 2025Q4: 10,861 shares; 2026Q1: 9,768 shares; 2026Q2: 8,407 shares 8,407 $1.91M 0.04% -1,361 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,609 shares; 2024Q4: 7,428 shares; 2025Q1: 7,550 shares; 2025Q2: 7,671 shares; 2025Q3: 7,724 shares; 2025Q4: 7,982 shares; 2026Q1: 8,107 shares; 2026Q2: 8,021 shares 8,021 $1.91M 0.04% -86 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: 40,144 shares; 2026Q1: 46,766 shares; 2026Q2: 47,537 shares 47,537 $1.89M 0.04% +771 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,581 shares; 2024Q4: 22,022 shares; 2025Q1: 22,585 shares; 2025Q2: 21,131 shares; 2025Q3: 22,172 shares; 2025Q4: 24,013 shares; 2026Q1: 108,638 shares; 2026Q2: 105,675 shares 105,675 $1.87M 0.04% -2,963 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 743 shares; 2024Q4: 780 shares; 2025Q1: 794 shares; 2025Q2: 803 shares; 2025Q3: 821 shares; 2025Q4: 810 shares; 2026Q1: 759 shares; 2026Q2: 6,122 shares 6,122 $1.85M 0.04% +5,363 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,417 shares; 2024Q4: 15,194 shares; 2025Q1: 27,526 shares; 2025Q2: 26,031 shares; 2025Q3: 31,421 shares; 2025Q4: 45,938 shares; 2026Q1: 68,121 shares; 2026Q2: 35,004 shares 35,004 $1.83M 0.03% -33,117 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,208 shares; 2024Q4: 5,072 shares; 2025Q1: 5,239 shares; 2025Q2: 5,456 shares; 2025Q3: 5,486 shares; 2025Q4: 7,459 shares; 2026Q1: 7,373 shares; 2026Q2: 7,372 shares 7,372 $1.82M 0.03% -1 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,195 shares; 2024Q4: 22,879 shares; 2025Q1: 26,667 shares; 2025Q2: 79,351 shares; 2025Q3: 79,170 shares; 2025Q4: 85,723 shares; 2026Q1: 94,095 shares; 2026Q2: 92,666 shares 92,666 $1.8M 0.03% -1,429 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,884 shares; 2024Q4: 16,833 shares; 2025Q1: 16,686 shares; 2025Q2: 16,104 shares; 2025Q3: 16,091 shares; 2025Q4: 16,323 shares; 2026Q1: 16,272 shares; 2026Q2: 15,962 shares 15,962 $1.78M 0.03% -310 Timeline XLEI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,254 shares; 2026Q2: 70,317 shares 70,317 $1.77M 0.03% +3,063 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: 10,664 shares; 2024Q4: 10,738 shares; 2025Q1: 11,329 shares; 2025Q2: 11,400 shares; 2025Q3: 11,575 shares; 2025Q4: 12,227 shares; 2026Q1: 12,303 shares; 2026Q2: 11,581 shares 11,581 $1.76M 0.03% -722 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,685 shares; 2024Q4: 19,573 shares; 2025Q1: 17,553 shares; 2025Q2: 18,715 shares; 2025Q3: 19,170 shares; 2025Q4: 18,731 shares; 2026Q1: 17,332 shares; 2026Q2: 12,568 shares 12,568 $1.76M 0.03% -4,764 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,899 shares; 2024Q4: 26,880 shares; 2025Q1: 42,596 shares; 2025Q2: 40,503 shares; 2025Q3: 37,012 shares; 2025Q4: 36,475 shares; 2026Q1: 36,523 shares; 2026Q2: 20,868 shares 20,868 $1.71M 0.03% -15,655 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,123 shares; 2025Q3: 31,708 shares; 2025Q4: 39,171 shares; 2026Q1: 39,892 shares; 2026Q2: 36,252 shares 36,252 $1.71M 0.03% -3,640 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,286 shares; 2024Q4: 10,296 shares; 2025Q1: 10,250 shares; 2025Q2: 9,930 shares; 2025Q3: 9,996 shares; 2025Q4: 10,018 shares; 2026Q1: 10,207 shares; 2026Q2: 10,161 shares 10,161 $1.69M 0.03% -46 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,885 shares; 2024Q4: 4,319 shares; 2025Q1: 25,424 shares; 2025Q2: 24,368 shares; 2025Q3: 28,566 shares; 2025Q4: 29,320 shares; 2026Q1: 33,375 shares; 2026Q2: 33,084 shares 33,084 $1.69M 0.03% -291 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,230 shares; 2024Q4: 48,898 shares; 2025Q1: 43,516 shares; 2025Q2: 42,823 shares; 2025Q3: 37,403 shares; 2025Q4: 33,208 shares; 2026Q1: 25,962 shares; 2026Q2: 24,558 shares 24,558 $1.68M 0.03% -1,404 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,709 shares; 2025Q3: 57,695 shares; 2025Q4: 58,561 shares; 2026Q1: 56,815 shares; 2026Q2: 60,226 shares 60,226 $1.67M 0.03% +3,411 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: 13,962 shares; 2024Q4: 14,498 shares; 2025Q1: 14,494 shares; 2025Q2: 13,828 shares; 2025Q3: 13,903 shares; 2025Q4: 12,480 shares; 2026Q1: 7,272 shares; 2026Q2: 7,488 shares 7,488 $1.66M 0.03% +216 Timeline SMIG 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: 48,653 shares; 2024Q4: 49,831 shares; 2025Q1: 46,245 shares; 2025Q2: 55,060 shares; 2025Q3: 55,160 shares; 2025Q4: 54,371 shares; 2026Q1: 53,266 shares; 2026Q2: 50,194 shares 50,194 $1.65M 0.03% -3,072 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; 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: 146,175 shares; 2026Q2: 339,118 shares 339,118 $1.64M 0.03% +192,943 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,577 shares 9,577 $1.64M 0.03% new 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: 93,330 shares; 2024Q4: 90,162 shares; 2025Q1: 83,212 shares; 2025Q2: 92,250 shares; 2025Q3: 103,368 shares; 2025Q4: 93,664 shares; 2026Q1: 94,049 shares; 2026Q2: 78,959 shares 78,959 $1.63M 0.03% -15,090 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,920 shares; 2025Q3: 3,124 shares; 2025Q4: 4,807 shares; 2026Q1: 26,536 shares; 2026Q2: 30,034 shares 30,034 $1.63M 0.03% +3,498 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: 6,607 shares; 2024Q4: 7,445 shares; 2025Q1: 7,827 shares; 2025Q2: 8,367 shares; 2025Q3: 8,837 shares; 2025Q4: 9,238 shares; 2026Q1: 9,645 shares; 2026Q2: 9,600 shares 9,600 $1.63M 0.03% -45 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,604 shares; 2024Q4: 4,576 shares; 2025Q1: 4,402 shares; 2025Q2: 5,698 shares; 2025Q3: 5,679 shares; 2025Q4: 6,899 shares; 2026Q1: 7,111 shares; 2026Q2: 6,674 shares 6,674 $1.62M 0.03% -437 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,061 shares; 2024Q4: 10,540 shares; 2025Q1: 10,651 shares; 2025Q2: 8,903 shares; 2025Q3: 8,813 shares; 2025Q4: 8,782 shares; 2026Q1: 8,910 shares; 2026Q2: 8,457 shares 8,457 $1.61M 0.03% -453 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: 4,798 shares; 2024Q4: 4,931 shares; 2025Q1: 4,416 shares; 2025Q2: 4,481 shares; 2025Q3: 4,518 shares; 2025Q4: 4,672 shares; 2026Q1: 4,690 shares; 2026Q2: 4,748 shares 4,748 $1.61M 0.03% +58 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,257 shares; 2026Q1: 89,758 shares; 2026Q2: 123,003 shares 123,003 $1.6M 0.03% +33,245 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,144 shares; 2026Q1: 49,027 shares; 2026Q2: 64,652 shares 64,652 $1.59M 0.03% +15,625 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,964 shares; 2024Q4: 16,543 shares; 2025Q1: 12,824 shares; 2025Q2: 12,237 shares; 2025Q3: 12,016 shares; 2025Q4: 11,468 shares; 2026Q1: 9,212 shares; 2026Q2: 8,988 shares 8,988 $1.56M 0.03% -224 Timeline GNR 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: 4,767 shares; 2024Q4: 24,927 shares; 2025Q1: 10,647 shares; 2025Q2: 25,038 shares; 2025Q3: 25,038 shares; 2025Q4: 25,019 shares; 2026Q1: 23,363 shares; 2026Q2: 23,112 shares 23,112 $1.56M 0.03% -251 Timeline SPTS 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: 64,494 shares; 2024Q4: 61,993 shares; 2025Q1: 58,879 shares; 2025Q2: 67,234 shares; 2025Q3: 63,530 shares; 2025Q4: 60,322 shares; 2026Q1: 51,542 shares; 2026Q2: 52,985 shares 52,985 $1.54M 0.03% +1,443 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: 54,652 shares; 2025Q2: 54,775 shares; 2025Q3: 52,881 shares; 2025Q4: 42,191 shares; 2026Q1: 41,775 shares; 2026Q2: 3,544 shares 3,544 $1.54M 0.03% -38,231 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,524 shares; 2025Q3: 12,197 shares; 2025Q4: 14,652 shares; 2026Q1: 14,961 shares; 2026Q2: 15,429 shares 15,429 $1.53M 0.03% +468 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: 6,644 shares; 2025Q2: 7,871 shares; 2025Q3: 8,485 shares; 2025Q4: 9,756 shares; 2026Q1: 8,431 shares; 2026Q2: 15,183 shares 15,183 $1.52M 0.03% +6,752 Timeline EVSM 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: not reported; 2025Q2: not reported; 2025Q3: 21,309 shares; 2025Q4: 23,008 shares; 2026Q1: 23,111 shares; 2026Q2: 30,244 shares 30,244 $1.52M 0.03% +7,133 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: 12,715 shares; 2024Q4: 13,630 shares; 2025Q1: 15,729 shares; 2025Q2: 13,019 shares; 2025Q3: 13,931 shares; 2025Q4: 14,208 shares; 2026Q1: 15,917 shares; 2026Q2: 14,187 shares 14,187 $1.52M 0.03% -1,730 Timeline FMAT 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: 22,002 shares; 2025Q2: 17,886 shares; 2025Q3: 21,445 shares; 2025Q4: 23,355 shares; 2026Q1: 23,075 shares; 2026Q2: 25,902 shares 25,902 $1.52M 0.03% +2,827 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,636 shares; 2024Q4: 11,238 shares; 2025Q1: 12,548 shares; 2025Q2: 12,307 shares; 2025Q3: 13,326 shares; 2025Q4: 13,039 shares; 2026Q1: 12,882 shares; 2026Q2: 13,132 shares 13,132 $1.51M 0.03% +250 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,330 shares; 2024Q4: 33,551 shares; 2025Q1: 37,491 shares; 2025Q2: 50,257 shares; 2025Q3: 55,238 shares; 2025Q4: 49,868 shares; 2026Q1: 45,666 shares; 2026Q2: 18,155 shares 18,155 $1.51M 0.03% -27,511 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,907 shares; 2024Q4: 4,004 shares; 2025Q1: 5,060 shares; 2025Q2: 5,083 shares; 2025Q3: 4,742 shares; 2025Q4: 4,536 shares; 2026Q1: 3,699 shares; 2026Q2: 3,788 shares 3,788 $1.51M 0.03% +89 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: 8,909 shares; 2025Q1: 9,961 shares; 2025Q2: 5,707 shares; 2025Q3: 6,523 shares; 2025Q4: 21,718 shares; 2026Q1: 21,968 shares; 2026Q2: 22,827 shares 22,827 $1.5M 0.03% +859 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: 17,909 shares; 2024Q4: 14,509 shares; 2025Q1: 14,544 shares; 2025Q2: 16,590 shares; 2025Q3: 14,684 shares; 2025Q4: 12,182 shares; 2026Q1: 15,626 shares; 2026Q2: 11,006 shares 11,006 $1.49M 0.03% -4,620 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,393 shares; 2024Q4: 8,370 shares; 2025Q1: 7,906 shares; 2025Q2: 8,001 shares; 2025Q3: 7,860 shares; 2025Q4: 7,927 shares; 2026Q1: 8,332 shares; 2026Q2: 8,340 shares 8,340 $1.49M 0.03% +8 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: 7,057 shares; 2024Q4: 6,395 shares; 2025Q1: 7,090 shares; 2025Q2: 6,360 shares; 2025Q3: 6,482 shares; 2025Q4: 6,354 shares; 2026Q1: 3,985 shares; 2026Q2: 3,780 shares 3,780 $1.49M 0.03% -205 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,711 shares; 2024Q4: 23,236 shares; 2025Q1: 25,184 shares; 2025Q2: 25,546 shares; 2025Q3: 25,998 shares; 2025Q4: 33,138 shares; 2026Q1: 32,341 shares; 2026Q2: 31,766 shares 31,766 $1.48M 0.03% -575 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,866 shares; 2024Q4: 29,070 shares; 2025Q1: 35,378 shares; 2025Q2: 36,337 shares; 2025Q3: 36,885 shares; 2025Q4: 24,574 shares; 2026Q1: 23,716 shares; 2026Q2: 31,321 shares 31,321 $1.48M 0.03% +7,605 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,669 shares; 2024Q4: 14,021 shares; 2025Q1: 28,042 shares; 2025Q2: 13,887 shares; 2025Q3: 14,003 shares; 2025Q4: 19,104 shares; 2026Q1: 20,464 shares; 2026Q2: 19,672 shares 19,672 $1.47M 0.03% -792 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: 11,848 shares; 2024Q4: 12,159 shares; 2025Q1: 11,904 shares; 2025Q2: 12,816 shares; 2025Q3: 14,415 shares; 2025Q4: 15,397 shares; 2026Q1: 18,368 shares; 2026Q2: 17,760 shares 17,760 $1.47M 0.03% -608 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: 20,017 shares; 2024Q4: 31,656 shares; 2025Q1: 37,062 shares; 2025Q2: 33,835 shares; 2025Q3: 35,591 shares; 2025Q4: 32,873 shares; 2026Q1: 29,391 shares; 2026Q2: 27,343 shares 27,343 $1.47M 0.03% -2,048 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,885 shares; 2024Q4: 2,585 shares; 2025Q1: 2,391 shares; 2025Q2: 4,334 shares; 2025Q3: 4,535 shares; 2025Q4: 5,080 shares; 2026Q1: 5,255 shares; 2026Q2: 5,067 shares 5,067 $1.45M 0.03% -188 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,043 shares; 2024Q4: 26,927 shares; 2025Q1: 25,134 shares; 2025Q2: 23,834 shares; 2025Q3: 23,703 shares; 2025Q4: 23,703 shares; 2026Q1: 23,703 shares; 2026Q2: 23,703 shares 23,703 $1.45M 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 22,909 shares; 2025Q2: 20,611 shares; 2025Q3: 29,402 shares; 2025Q4: 29,602 shares; 2026Q1: 30,786 shares; 2026Q2: 29,840 shares 29,840 $1.44M 0.03% -946 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,028 shares; 2024Q4: 19,038 shares; 2025Q1: 18,794 shares; 2025Q2: 24,318 shares; 2025Q3: 23,713 shares; 2025Q4: 23,456 shares; 2026Q1: 24,369 shares; 2026Q2: 26,811 shares 26,811 $1.44M 0.03% +2,442 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: 9,254 shares; 2024Q4: 9,657 shares; 2025Q1: 10,024 shares; 2025Q2: 10,387 shares; 2025Q3: 10,529 shares; 2025Q4: 10,121 shares; 2026Q1: 11,239 shares; 2026Q2: 9,719 shares 9,719 $1.42M 0.03% -1,520 Timeline DFGR 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: 12,635 shares; 2024Q4: 16,658 shares; 2025Q1: 67,145 shares; 2025Q2: 68,537 shares; 2025Q3: 75,866 shares; 2025Q4: 78,994 shares; 2026Q1: 48,105 shares; 2026Q2: 48,817 shares 48,817 $1.41M 0.03% +712 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: 38,365 shares; 2024Q4: 32,668 shares; 2025Q1: 32,784 shares; 2025Q2: 32,547 shares; 2025Q3: 38,449 shares; 2025Q4: 61,472 shares; 2026Q1: 59,931 shares; 2026Q2: 20,554 shares 20,554 $1.41M 0.03% -39,377 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: 184,657 shares; 2024Q4: 541,438 shares; 2025Q1: 535,683 shares; 2025Q2: 34,507 shares; 2025Q3: 34,703 shares; 2025Q4: 31,633 shares; 2026Q1: 42,050 shares; 2026Q2: 40,380 shares 40,380 $1.41M 0.03% -1,670 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,092 shares; 2024Q4: 3,931 shares; 2025Q1: 6,183 shares; 2025Q2: 6,882 shares; 2025Q3: 7,115 shares; 2025Q4: 7,202 shares; 2026Q1: 6,106 shares; 2026Q2: 5,490 shares 5,490 $1.4M 0.03% -616 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,225 shares; 2025Q4: 59,583 shares; 2026Q1: 70,750 shares; 2026Q2: 70,863 shares 70,863 $1.39M 0.03% +113 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 202 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 200 shares; 2026Q1: 201 shares; 2026Q2: 203 shares 203 $1.38M 0.03% +2 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: 26,964 shares 26,964 $1.38M 0.03% new Timeline MOOD 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: 5,659 shares; 2025Q4: 14,558 shares; 2026Q1: 30,207 shares; 2026Q2: 31,505 shares 31,505 $1.37M 0.03% +1,298 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: 6,306 shares; 2024Q4: 6,724 shares; 2025Q1: 6,790 shares; 2025Q2: 6,711 shares; 2025Q3: 6,882 shares; 2025Q4: 7,452 shares; 2026Q1: 10,078 shares; 2026Q2: 4,569 shares 4,569 $1.36M 0.03% -5,509 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,074 shares; 2025Q3: 7,064 shares; 2025Q4: 8,444 shares; 2026Q1: 10,149 shares; 2026Q2: 11,577 shares 11,577 $1.35M 0.03% +1,428 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,990 shares; 2024Q4: 2,005 shares; 2025Q1: 1,876 shares; 2025Q2: 1,868 shares; 2025Q3: 1,860 shares; 2025Q4: 1,873 shares; 2026Q1: 2,227 shares; 2026Q2: 1,792 shares 1,792 $1.35M 0.03% -435 Timeline ATCL REX ETF TR More: the full row for REX 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: 54,455 shares 54,455 $1.35M 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,687 shares; 2024Q4: 7,787 shares; 2025Q1: 7,377 shares; 2025Q2: 7,208 shares; 2025Q3: 7,315 shares; 2025Q4: 7,744 shares; 2026Q1: 7,482 shares; 2026Q2: 7,027 shares 7,027 $1.34M 0.03% -455 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,269 shares; 2024Q4: 35,346 shares; 2025Q1: 31,134 shares; 2025Q2: 36,017 shares; 2025Q3: 39,221 shares; 2025Q4: 35,067 shares; 2026Q1: 36,357 shares; 2026Q2: 31,688 shares 31,688 $1.32M 0.03% -4,669 Timeline PSI 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: 6,037 shares; 2024Q4: 5,037 shares; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 4,162 shares; 2025Q4: 4,137 shares; 2026Q1: 3,606 shares; 2026Q2: 7,020 shares 7,020 $1.32M 0.02% +3,414 Timeline GCOW 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: 23,622 shares; 2024Q4: 18,225 shares; 2025Q1: 20,066 shares; 2025Q2: 21,069 shares; 2025Q3: 21,186 shares; 2025Q4: 21,176 shares; 2026Q1: 24,038 shares; 2026Q2: 30,441 shares 30,441 $1.32M 0.02% +6,403 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,681 shares; 2024Q4: 11,324 shares; 2025Q1: 12,049 shares; 2025Q2: 11,086 shares; 2025Q3: 12,218 shares; 2025Q4: 11,338 shares; 2026Q1: 11,085 shares; 2026Q2: 12,809 shares 12,809 $1.32M 0.02% +1,724 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 2,131 shares; 2025Q1: 2,208 shares; 2025Q2: 2,369 shares; 2025Q3: 2,503 shares; 2025Q4: 2,876 shares; 2026Q1: 3,019 shares; 2026Q2: 2,534 shares 2,534 $1.31M 0.02% -485 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,392 shares; 2024Q4: 4,325 shares; 2025Q1: 4,326 shares; 2025Q2: 4,432 shares; 2025Q3: 4,374 shares; 2025Q4: 4,168 shares; 2026Q1: 3,985 shares; 2026Q2: 3,309 shares 3,309 $1.31M 0.02% -676 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,396 shares; 2024Q4: 3,376 shares; 2025Q1: 3,675 shares; 2025Q2: 3,728 shares; 2025Q3: 3,771 shares; 2025Q4: 6,383 shares; 2026Q1: 6,470 shares; 2026Q2: 3,757 shares 3,757 $1.29M 0.02% -2,713 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: 7,794 shares; 2025Q2: 10,533 shares; 2025Q3: 16,941 shares; 2025Q4: 19,857 shares; 2026Q1: 5,056 shares; 2026Q2: 12,503 shares 12,503 $1.29M 0.02% +7,447 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: 11,090 shares; 2024Q4: 11,444 shares; 2025Q1: 8,902 shares; 2025Q2: 8,326 shares; 2025Q3: 7,023 shares; 2025Q4: 6,974 shares; 2026Q1: 7,108 shares; 2026Q2: 7,220 shares 7,220 $1.28M 0.02% +112 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,445 shares; 2025Q4: 30,316 shares; 2026Q1: 32,752 shares; 2026Q2: 31,728 shares 31,728 $1.27M 0.02% -1,024 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: 2,869 shares; 2024Q4: 2,916 shares; 2025Q1: 2,483 shares; 2025Q2: 2,484 shares; 2025Q3: 2,484 shares; 2025Q4: 2,484 shares; 2026Q1: 2,552 shares; 2026Q2: 15,395 shares 15,395 $1.27M 0.02% +12,843 Timeline QTEC 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: 6,758 shares; 2024Q4: 6,745 shares; 2025Q1: 5,846 shares; 2025Q2: 5,799 shares; 2025Q3: 4,809 shares; 2025Q4: 4,368 shares; 2026Q1: 3,881 shares; 2026Q2: 3,799 shares 3,799 $1.27M 0.02% -82 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: 22,988 shares; 2024Q4: 30,449 shares; 2025Q1: 56,186 shares; 2025Q2: 56,430 shares; 2025Q3: 60,422 shares; 2025Q4: 68,931 shares; 2026Q1: 27,827 shares; 2026Q2: 31,155 shares 31,155 $1.27M 0.02% +3,328 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,880 shares; 2024Q4: 14,575 shares; 2025Q1: 7,616 shares; 2025Q2: 9,157 shares; 2025Q3: 8,027 shares; 2025Q4: 27,773 shares; 2026Q1: 23,118 shares; 2026Q2: 29,158 shares 29,158 $1.26M 0.02% +6,040 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,055 shares; 2024Q4: 40,325 shares; 2025Q1: 39,634 shares; 2025Q2: 32,057 shares; 2025Q3: 31,174 shares; 2025Q4: 32,417 shares; 2026Q1: 29,374 shares; 2026Q2: 26,488 shares 26,488 $1.26M 0.02% -2,886 Timeline BTGD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,915 shares; 2025Q3: 25,599 shares; 2025Q4: 28,432 shares; 2026Q1: 46,367 shares; 2026Q2: 64,740 shares 64,740 $1.25M 0.02% +18,373 Timeline GWX 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: 56,442 shares; 2024Q4: 57,608 shares; 2025Q1: 56,431 shares; 2025Q2: 61,115 shares; 2025Q3: 58,679 shares; 2025Q4: 51,402 shares; 2026Q1: 27,843 shares; 2026Q2: 28,547 shares 28,547 $1.25M 0.02% +704 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 19,541 shares; 2025Q4: 23,014 shares; 2026Q1: 30,424 shares; 2026Q2: 43,259 shares 43,259 $1.25M 0.02% +12,835 Timeline XMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,504 shares; 2026Q1: 47,504 shares; 2026Q2: 47,504 shares 47,504 $1.24M 0.02% 0 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: 24,623 shares; 2024Q4: 24,651 shares; 2025Q1: 24,902 shares; 2025Q2: 24,709 shares; 2025Q3: 24,431 shares; 2025Q4: 24,650 shares; 2026Q1: 30,127 shares; 2026Q2: 22,330 shares 22,330 $1.23M 0.02% -7,797 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,997 shares; 2024Q4: 107,188 shares; 2025Q1: 123,130 shares; 2025Q2: 122,001 shares; 2025Q3: 121,415 shares; 2025Q4: 112,633 shares; 2026Q1: 119,650 shares; 2026Q2: 110,390 shares 110,390 $1.22M 0.02% -9,260 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: 29,838 shares; 2024Q4: 34,106 shares; 2025Q1: 44,973 shares; 2025Q2: 29,755 shares; 2025Q3: 22,473 shares; 2025Q4: 22,818 shares; 2026Q1: 23,318 shares; 2026Q2: 24,070 shares 24,070 $1.22M 0.02% +752 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,910 shares; 2024Q4: 7,524 shares; 2025Q1: 7,959 shares; 2025Q2: 8,980 shares; 2025Q3: 9,155 shares; 2025Q4: 7,845 shares; 2026Q1: 7,124 shares; 2026Q2: 7,393 shares 7,393 $1.22M 0.02% +269 Timeline RSST 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: 25,503 shares; 2024Q4: 27,363 shares; 2025Q1: 27,259 shares; 2025Q2: 30,358 shares; 2025Q3: 30,568 shares; 2025Q4: 29,991 shares; 2026Q1: 34,489 shares; 2026Q2: 37,119 shares 37,119 $1.21M 0.02% +2,630 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,760 shares; 2024Q4: 18,086 shares; 2025Q1: 25,280 shares; 2025Q2: 26,676 shares; 2025Q3: 26,212 shares; 2025Q4: 25,507 shares; 2026Q1: 25,190 shares; 2026Q2: 24,071 shares 24,071 $1.21M 0.02% -1,119 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,510 shares; 2024Q4: 15,786 shares; 2025Q1: 18,523 shares; 2025Q2: 19,630 shares; 2025Q3: 19,595 shares; 2025Q4: 21,604 shares; 2026Q1: 19,677 shares; 2026Q2: 19,719 shares 19,719 $1.21M 0.02% +42 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,002 shares; 2024Q4: 6,475 shares; 2025Q1: 6,174 shares; 2025Q2: 6,934 shares; 2025Q3: 12,384 shares; 2025Q4: 13,031 shares; 2026Q1: 5,721 shares; 2026Q2: 11,023 shares 11,023 $1.2M 0.02% +5,302 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,259 shares; 2024Q4: 19,941 shares; 2025Q1: 19,980 shares; 2025Q2: 22,698 shares; 2025Q3: 18,877 shares; 2025Q4: 18,877 shares; 2026Q1: 19,414 shares; 2026Q2: 20,707 shares 20,707 $1.19M 0.02% +1,293 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,503 shares; 2025Q3: 14,093 shares; 2025Q4: 17,216 shares; 2026Q1: 20,792 shares; 2026Q2: 20,274 shares 20,274 $1.19M 0.02% -518 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,802 shares; 2024Q4: 15,619 shares; 2025Q1: 16,173 shares; 2025Q2: 15,982 shares; 2025Q3: 15,974 shares; 2025Q4: 10,250 shares; 2026Q1: 12,564 shares; 2026Q2: 21,178 shares 21,178 $1.19M 0.02% +8,614 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,679 shares; 2025Q4: 5,300 shares; 2026Q1: 6,242 shares; 2026Q2: 11,666 shares 11,666 $1.19M 0.02% +5,424 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: 3,886 shares; 2024Q4: 4,748 shares; 2025Q1: 3,723 shares; 2025Q2: 4,897 shares; 2025Q3: 2,864 shares; 2025Q4: 2,801 shares; 2026Q1: 3,217 shares; 2026Q2: 2,264 shares 2,264 $1.18M 0.02% -953 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: 3,019 shares; 2024Q4: 3,678 shares; 2025Q1: 3,555 shares; 2025Q2: 5,007 shares; 2025Q3: 4,741 shares; 2025Q4: 5,560 shares; 2026Q1: 5,705 shares; 2026Q2: 4,341 shares 4,341 $1.18M 0.02% -1,364 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: 14,492 shares; 2024Q4: 12,915 shares; 2025Q1: 37,353 shares; 2025Q2: 24,385 shares; 2025Q3: 13,029 shares; 2025Q4: 13,041 shares; 2026Q1: 20,157 shares; 2026Q2: 14,306 shares 14,306 $1.18M 0.02% -5,851 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: 20,571 shares; 2024Q4: 20,670 shares; 2025Q1: 19,797 shares; 2025Q2: 29,430 shares; 2025Q3: 27,370 shares; 2025Q4: 22,476 shares; 2026Q1: 19,575 shares; 2026Q2: 19,126 shares 19,126 $1.16M 0.02% -449 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: 6,463 shares; 2024Q4: 6,423 shares; 2025Q1: 6,137 shares; 2025Q2: 6,054 shares; 2025Q3: 6,018 shares; 2025Q4: 5,865 shares; 2026Q1: 5,919 shares; 2026Q2: 5,184 shares 5,184 $1.16M 0.02% -735 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,446 shares; 2024Q4: 12,641 shares; 2025Q1: 11,894 shares; 2025Q2: 11,593 shares; 2025Q3: 12,209 shares; 2025Q4: 12,181 shares; 2026Q1: 11,826 shares; 2026Q2: 10,596 shares 10,596 $1.16M 0.02% -1,230 Timeline PSK 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: 49,470 shares; 2024Q4: 41,172 shares; 2025Q1: 37,746 shares; 2025Q2: 38,194 shares; 2025Q3: 41,306 shares; 2025Q4: 40,262 shares; 2026Q1: 40,263 shares; 2026Q2: 37,743 shares 37,743 $1.15M 0.02% -2,520 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,500 shares; 2024Q4: 13,283 shares; 2025Q1: 14,733 shares; 2025Q2: 14,723 shares; 2025Q3: 14,806 shares; 2025Q4: 12,024 shares; 2026Q1: 10,495 shares; 2026Q2: 9,751 shares 9,751 $1.15M 0.02% -744 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,034 shares; 2024Q4: 27,373 shares; 2025Q1: 32,798 shares; 2025Q2: 34,009 shares; 2025Q3: 34,625 shares; 2025Q4: 23,994 shares; 2026Q1: 23,254 shares; 2026Q2: 23,248 shares 23,248 $1.14M 0.02% -6 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,742 shares; 2024Q4: 13,930 shares; 2025Q1: 14,096 shares; 2025Q2: 12,400 shares; 2025Q3: 12,503 shares; 2025Q4: 11,910 shares; 2026Q1: 11,854 shares; 2026Q2: 11,124 shares 11,124 $1.14M 0.02% -730 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,154 shares; 2024Q4: 26,939 shares; 2025Q1: 31,887 shares; 2025Q2: 34,012 shares; 2025Q3: 34,736 shares; 2025Q4: 23,210 shares; 2026Q1: 22,504 shares; 2026Q2: 23,044 shares 23,044 $1.14M 0.02% +540 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,119 shares; 2026Q1: 11,090 shares; 2026Q2: 11,571 shares 11,571 $1.14M 0.02% +481 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,227 shares; 2024Q4: 2,706 shares; 2025Q1: 3,749 shares; 2025Q2: 4,502 shares; 2025Q3: 4,277 shares; 2025Q4: 11,258 shares; 2026Q1: 11,438 shares; 2026Q2: 10,209 shares 10,209 $1.13M 0.02% -1,229 Timeline SPIP 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: 98,910 shares; 2024Q4: 98,697 shares; 2025Q1: 99,470 shares; 2025Q2: 99,351 shares; 2025Q3: 100,102 shares; 2025Q4: 99,879 shares; 2026Q1: 40,253 shares; 2026Q2: 43,891 shares 43,891 $1.13M 0.02% +3,638 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,191 shares; 2024Q4: 27,772 shares; 2025Q1: 34,129 shares; 2025Q2: 35,256 shares; 2025Q3: 35,692 shares; 2025Q4: 24,556 shares; 2026Q1: 23,846 shares; 2026Q2: 23,026 shares 23,026 $1.12M 0.02% -820 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,999 shares; 2024Q4: 1,538 shares; 2025Q1: 2,426 shares; 2025Q2: 1,486 shares; 2025Q3: 1,863 shares; 2025Q4: 1,531 shares; 2026Q1: 1,589 shares; 2026Q2: 3,236 shares 3,236 $1.11M 0.02% +1,647 Timeline EMHY 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: 20,273 shares; 2025Q4: 20,457 shares; 2026Q1: 24,751 shares; 2026Q2: 27,210 shares 27,210 $1.11M 0.02% +2,459 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,934 shares; 2024Q4: 32,845 shares; 2025Q1: 32,886 shares; 2025Q2: 39,926 shares; 2025Q3: 44,680 shares; 2025Q4: 49,471 shares; 2026Q1: 50,573 shares; 2026Q2: 49,141 shares 49,141 $1.1M 0.02% -1,432 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,829 shares; 2024Q4: 29,431 shares; 2025Q1: 26,902 shares; 2025Q2: 30,041 shares; 2025Q3: 32,063 shares; 2025Q4: 30,341 shares; 2026Q1: 30,545 shares; 2026Q2: 30,999 shares 30,999 $1.1M 0.02% +454 Timeline UTEN 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: 19,780 shares; 2024Q4: 14,564 shares; 2025Q1: 14,829 shares; 2025Q2: 12,594 shares; 2025Q3: 11,751 shares; 2025Q4: 10,982 shares; 2026Q1: 63,898 shares; 2026Q2: 25,346 shares 25,346 $1.09M 0.02% -38,552 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,578 shares; 2024Q4: 30,712 shares; 2025Q1: 30,604 shares; 2025Q2: 31,107 shares; 2025Q3: 30,617 shares; 2025Q4: 31,201 shares; 2026Q1: 8,099 shares; 2026Q2: 7,216 shares 7,216 $1.09M 0.02% -883 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,468 shares; 2024Q4: 15,903 shares; 2025Q1: 15,088 shares; 2025Q2: 15,678 shares; 2025Q3: 16,327 shares; 2025Q4: 19,807 shares; 2026Q1: 17,138 shares; 2026Q2: 25,946 shares 25,946 $1.09M 0.02% +8,808 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: not reported; 2025Q1: 5,943 shares; 2025Q2: 6,038 shares; 2025Q3: 6,040 shares; 2025Q4: 6,283 shares; 2026Q1: 6,661 shares; 2026Q2: 6,383 shares 6,383 $1.08M 0.02% -278 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: 21,217 shares; 2024Q4: 14,125 shares; 2025Q1: 14,876 shares; 2025Q2: 10,050 shares; 2025Q3: 10,114 shares; 2025Q4: 11,531 shares; 2026Q1: 13,243 shares; 2026Q2: 14,288 shares 14,288 $1.08M 0.02% +1,045 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,431 shares; 2024Q4: 12,711 shares; 2025Q1: 12,822 shares; 2025Q2: 13,009 shares; 2025Q3: 12,725 shares; 2025Q4: 11,509 shares; 2026Q1: 9,693 shares; 2026Q2: 8,501 shares 8,501 $1.07M 0.02% -1,192 Timeline EQT EQT CORP More: the full row for EQT 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: 13,246 shares; 2025Q4: 17,758 shares; 2026Q1: 19,970 shares; 2026Q2: 20,094 shares 20,094 $1.07M 0.02% +124 Timeline