Skip to content

Wealthcare Advisory Partners LLC

Follow

13F filer, CIK 1683059, WEST CHESTER, PA

Wealthcare Advisory Partners LLC reported $5,274,277,645 across 1,084 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-09. Its ten largest share positions make up 26.66% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000979

Period
2026-06-30
Reported value
$5.27B
Holdings
1,084
Top 10 weight
26.66%
New
94
Sold out
83

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHPadded+675,990$17.9M
VOadded+161,994$13.1M
STIPadded+113,391$11.6M
CLSEnew+255,919$8.74M
IWFadded+63,624$7.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYreduced-81,390-$60.8M
SGOVreduced-420,386-$42.3M
AAPLreduced-64,204-$18.6M
XOMexited-106,630-$18.1M
QQQreduced-23,455-$17.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001951757-26-000979, largest first. % of portfolio is the value over $5,274,277,645, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PFFAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,040 shares; 2024Q4: 38,882 shares; 2025Q1: 42,880 shares; 2025Q2: 43,745 shares; 2025Q3: 43,153 shares; 2025Q4: 39,804 shares; 2026Q1: 41,563 shares; 2026Q2: 51,639 shares 51,639$1.06M0.02%+10,076Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,984 shares; 2024Q4: 13,713 shares; 2025Q1: 16,626 shares; 2025Q2: 15,942 shares; 2025Q3: 20,693 shares; 2025Q4: 14,987 shares; 2026Q1: 12,862 shares; 2026Q2: 13,120 shares 13,120$1.06M0.02%+258Timeline
XOVRENTREPRENEURSHARES SERIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,792 shares; 2025Q2: 31,077 shares; 2025Q3: 34,837 shares; 2025Q4: 35,434 shares; 2026Q1: 42,070 shares; 2026Q2: 50,368 shares 50,368$1.06M0.02%+8,298Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,699 shares; 2024Q4: 82,573 shares; 2025Q1: 84,322 shares; 2025Q2: 77,543 shares; 2025Q3: 112,721 shares; 2025Q4: 123,451 shares; 2026Q1: 137,282 shares; 2026Q2: 133,224 shares 133,224$1.05M0.02%-4,058Timeline
DDWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,891 shares; 2025Q2: 18,453 shares; 2025Q3: 20,704 shares; 2025Q4: 22,531 shares; 2026Q1: 22,637 shares; 2026Q2: 22,672 shares 22,672$1.05M0.02%+35Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,531 shares; 2024Q4: 6,536 shares; 2025Q1: 5,739 shares; 2025Q2: 6,973 shares; 2025Q3: 6,813 shares; 2025Q4: 6,962 shares; 2026Q1: 6,748 shares; 2026Q2: 4,135 shares 4,135$1.04M0.02%-2,613Timeline
PEOADAM NAT RES FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,546 shares; 2024Q4: 36,066 shares; 2025Q1: 36,510 shares; 2025Q2: 36,616 shares; 2025Q3: 36,629 shares; 2025Q4: 36,182 shares; 2026Q1: 39,644 shares; 2026Q2: 42,179 shares 42,179$1.04M0.02%+2,535Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,569 shares; 2024Q4: 10,835 shares; 2025Q1: 11,772 shares; 2025Q2: 11,599 shares; 2025Q3: 11,614 shares; 2025Q4: 9,319 shares; 2026Q1: 9,849 shares; 2026Q2: 8,877 shares 8,877$1.04M0.02%-972Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,393 shares; 2025Q1: 1,574 shares; 2025Q2: 1,527 shares; 2025Q3: 1,578 shares; 2025Q4: 1,498 shares; 2026Q1: 1,941 shares; 2026Q2: 2,007 shares 2,007$1.03M0.02%+66Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,482 shares; 2024Q4: 68,201 shares; 2025Q1: 67,906 shares; 2025Q2: 13,084 shares; 2025Q3: 15,641 shares; 2025Q4: 15,595 shares; 2026Q1: 30,983 shares; 2026Q2: 20,586 shares 20,586$1.03M0.02%-10,397Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,891 shares; 2024Q4: 34,954 shares; 2025Q1: 31,345 shares; 2025Q2: 27,740 shares; 2025Q3: 27,353 shares; 2025Q4: 26,982 shares; 2026Q1: 26,790 shares; 2026Q2: 27,207 shares 27,207$1.03M0.02%+417Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,138 shares; 2024Q4: 27,362 shares; 2025Q1: 27,848 shares; 2025Q2: 27,540 shares; 2025Q3: 27,655 shares; 2025Q4: 24,908 shares; 2026Q1: 27,251 shares; 2026Q2: 28,282 shares 28,282$1.03M0.02%+1,031Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,162 shares; 2024Q4: 9,411 shares; 2025Q1: 11,628 shares; 2025Q2: 31,394 shares; 2025Q3: 152,093 shares; 2025Q4: 389,051 shares; 2026Q1: 430,576 shares; 2026Q2: 10,190 shares 10,190$1.03M0.02%-420,386Timeline
USEWEA SERIES TRUSTQuarterly shares; 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: 18,306 shares; 2026Q1: 18,306 shares; 2026Q2: 18,306 shares 18,306$1.02M0.02%0Timeline
BIIBBIOGEN INCQuarterly shares; 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: 5,302 shares; 2026Q1: 5,389 shares; 2026Q2: 4,728 shares 4,728$1.02M0.02%-661Timeline
BBEUJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,794 shares; 2025Q3: 8,936 shares; 2025Q4: 10,839 shares; 2026Q1: 12,670 shares; 2026Q2: 13,035 shares 13,035$1.01M0.02%+365Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,624 shares; 2025Q4: 21,078 shares; 2026Q1: 25,137 shares; 2026Q2: 27,706 shares 27,706$1.01M0.02%+2,569Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,997 shares; 2026Q1: 14,065 shares; 2026Q2: 13,922 shares 13,922$1.01M0.02%-143Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,329 shares; 2026Q1: 10,312 shares; 2026Q2: 11,282 shares 11,282$1.01M0.02%+970Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,356 shares; 2024Q4: 4,303 shares; 2025Q1: 4,460 shares; 2025Q2: 4,244 shares; 2025Q3: 4,208 shares; 2025Q4: 3,516 shares; 2026Q1: 3,818 shares; 2026Q2: 3,392 shares 3,392$995K0.02%-426Timeline
EFAAINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,948 shares; 2025Q2: 9,601 shares; 2025Q3: 12,332 shares; 2025Q4: 12,994 shares; 2026Q1: 17,016 shares; 2026Q2: 17,768 shares 17,768$991K0.02%+752Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,517 shares; 2024Q4: 2,138 shares; 2025Q1: 2,939 shares; 2025Q2: 3,006 shares; 2025Q3: 3,499 shares; 2025Q4: 3,049 shares; 2026Q1: 2,674 shares; 2026Q2: 2,561 shares 2,561$990K0.02%-113Timeline
ALLWSSGA ACTIVE TRQuarterly shares; 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: 15,923 shares; 2026Q1: 57,617 shares; 2026Q2: 33,770 shares 33,770$988K0.02%-23,847Timeline
QDEFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,493 shares; 2024Q4: 11,504 shares; 2025Q1: 11,351 shares; 2025Q2: 11,359 shares; 2025Q3: 11,367 shares; 2025Q4: 11,378 shares; 2026Q1: 11,334 shares; 2026Q2: 11,341 shares 11,341$987K0.02%+7Timeline
DJDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,657 shares; 2024Q4: 23,007 shares; 2025Q1: 24,842 shares; 2025Q2: 23,314 shares; 2025Q3: 23,510 shares; 2025Q4: 15,853 shares; 2026Q1: 14,250 shares; 2026Q2: 15,567 shares 15,567$986K0.02%+1,317Timeline
COPXGLOBAL X FDSQuarterly shares; 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: 11,467 shares; 2026Q2: 12,796 shares 12,796$985K0.02%+1,329Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 1,803 shares; 2025Q1: 2,612 shares; 2025Q2: 4,048 shares; 2025Q3: 4,338 shares; 2025Q4: 3,618 shares; 2026Q1: 2,732 shares; 2026Q2: 2,265 shares 2,265$977K0.02%-467Timeline
KGLDKURV ETF TRQuarterly shares; 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: 33,894 shares; 2026Q2: 37,071 shares 37,071$975K0.02%+3,177Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,531 shares; 2024Q4: 2,550 shares; 2025Q1: 2,399 shares; 2025Q2: 2,563 shares; 2025Q3: 3,710 shares; 2025Q4: 3,629 shares; 2026Q1: 3,331 shares; 2026Q2: 3,095 shares 3,095$974K0.02%-236Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,576 shares; 2024Q4: 9,198 shares; 2025Q1: 8,997 shares; 2025Q2: 9,270 shares; 2025Q3: 9,653 shares; 2025Q4: 9,828 shares; 2026Q1: 10,414 shares; 2026Q2: 10,675 shares 10,675$974K0.02%+261Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; 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: 15,237 shares; 2026Q1: 15,522 shares; 2026Q2: 18,244 shares 18,244$962K0.02%+2,722Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,542 shares; 2024Q4: 5,559 shares; 2025Q1: 6,752 shares; 2025Q2: 7,538 shares; 2025Q3: 7,555 shares; 2025Q4: 7,187 shares; 2026Q1: 7,231 shares; 2026Q2: 7,244 shares 7,244$962K0.02%+13Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,845 shares; 2024Q4: 11,096 shares; 2025Q1: 9,561 shares; 2025Q2: 9,127 shares; 2025Q3: 8,939 shares; 2025Q4: 8,179 shares; 2026Q1: 8,232 shares; 2026Q2: 12,840 shares 12,840$961K0.02%+4,608Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,227 shares; 2024Q4: 4,046 shares; 2025Q1: 4,293 shares; 2025Q2: 4,340 shares; 2025Q3: 5,785 shares; 2025Q4: 5,587 shares; 2026Q1: 5,448 shares; 2026Q2: 3,896 shares 3,896$959K0.02%-1,552Timeline
DRAMROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,980 shares 12,980$959K0.02%newTimeline
PTFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,729 shares; 2024Q4: 9,686 shares; 2025Q1: 6,041 shares; 2025Q2: 5,819 shares; 2025Q3: 5,787 shares; 2025Q4: 5,781 shares; 2026Q1: 6,350 shares; 2026Q2: 6,960 shares 6,960$949K0.02%+610Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,594 shares; 2025Q3: 3,307 shares; 2025Q4: 4,185 shares; 2026Q1: 3,357 shares; 2026Q2: 3,458 shares 3,458$940K0.02%+101Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,138 shares; 2024Q4: 34,535 shares; 2025Q1: 37,099 shares; 2025Q2: 38,981 shares; 2025Q3: 37,639 shares; 2025Q4: 41,088 shares; 2026Q1: 37,540 shares; 2026Q2: 35,255 shares 35,255$930K0.02%-2,285Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,172 shares; 2024Q4: 23,388 shares; 2025Q1: 25,255 shares; 2025Q2: 25,724 shares; 2025Q3: 26,080 shares; 2025Q4: 26,517 shares; 2026Q1: 24,252 shares; 2026Q2: 23,903 shares 23,903$916K0.02%-349Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599 shares; 2024Q4: 358 shares; 2025Q1: 402 shares; 2025Q2: 335 shares; 2025Q3: 345 shares; 2025Q4: 357 shares; 2026Q1: 456 shares; 2026Q2: 458 shares 458$911K0.02%+2Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,048 shares; 2024Q4: 9,590 shares; 2025Q1: 8,516 shares; 2025Q2: 8,398 shares; 2025Q3: 8,473 shares; 2025Q4: 8,661 shares; 2026Q1: 9,091 shares; 2026Q2: 9,835 shares 9,835$907K0.02%+744Timeline
LDPCOHEN & STEERS LTD DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,815 shares; 2025Q1: 26,760 shares; 2025Q2: 30,410 shares; 2025Q3: 32,814 shares; 2025Q4: 34,914 shares; 2026Q1: 40,171 shares; 2026Q2: 42,709 shares 42,709$904K0.02%+2,538Timeline
LDURPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,891 shares; 2024Q4: 7,641 shares; 2025Q1: 7,750 shares; 2025Q2: 8,736 shares; 2025Q3: 8,799 shares; 2025Q4: 9,214 shares; 2026Q1: 9,428 shares; 2026Q2: 9,443 shares 9,443$903K0.02%+15Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,625 shares; 2024Q4: 10,020 shares; 2025Q1: 9,984 shares; 2025Q2: 9,882 shares; 2025Q3: 10,371 shares; 2025Q4: 9,986 shares; 2026Q1: 9,778 shares; 2026Q2: 8,632 shares 8,632$893K0.02%-1,146Timeline
HBMHUDBAY MINERALS INCQuarterly shares; 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: 12,240 shares; 2026Q1: 36,774 shares; 2026Q2: 37,766 shares 37,766$892K0.02%+992Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,908 shares; 2024Q4: 11,033 shares; 2025Q1: 8,400 shares; 2025Q2: 9,477 shares; 2025Q3: 9,329 shares; 2025Q4: 10,441 shares; 2026Q1: 14,132 shares; 2026Q2: 12,894 shares 12,894$891K0.02%-1,238Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,335 shares; 2025Q3: 7,341 shares; 2025Q4: 11,587 shares; 2026Q1: 19,403 shares; 2026Q2: 18,992 shares 18,992$888K0.02%-411Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,885 shares; 2025Q1: 11,095 shares; 2025Q2: 37,202 shares; 2025Q3: 36,767 shares; 2025Q4: 43,098 shares; 2026Q1: 41,945 shares; 2026Q2: 45,283 shares 45,283$888K0.02%+3,338Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,530 shares; 2024Q4: 13,037 shares; 2025Q1: 12,619 shares; 2025Q2: 14,082 shares; 2025Q3: 13,991 shares; 2025Q4: 14,104 shares; 2026Q1: 13,815 shares; 2026Q2: 16,291 shares 16,291$883K0.02%+2,476Timeline
ISPYPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,687 shares; 2025Q1: 12,687 shares; 2025Q2: 7,887 shares; 2025Q3: 10,913 shares; 2025Q4: 15,981 shares; 2026Q1: 18,062 shares; 2026Q2: 18,237 shares 18,237$879K0.02%+175Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,562 shares; 2024Q4: 3,519 shares; 2025Q1: 3,252 shares; 2025Q2: 3,484 shares; 2025Q3: 3,337 shares; 2025Q4: 3,098 shares; 2026Q1: 3,614 shares; 2026Q2: 3,582 shares 3,582$879K0.02%-32Timeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,358 shares; 2025Q1: 1,697 shares; 2025Q2: 4,043 shares; 2025Q3: 4,935 shares; 2025Q4: 5,147 shares; 2026Q1: 3,617 shares; 2026Q2: 3,509 shares 3,509$875K0.02%-108Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,647 shares; 2024Q4: 47,583 shares; 2025Q1: 37,478 shares; 2025Q2: 53,144 shares; 2025Q3: 52,981 shares; 2025Q4: 69,014 shares; 2026Q1: 67,720 shares; 2026Q2: 62,967 shares 62,967$875K0.02%-4,753Timeline
MMINNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,150 shares; 2024Q4: 38,400 shares; 2025Q1: 51,400 shares; 2025Q2: 32,900 shares; 2025Q3: 38,900 shares; 2025Q4: 38,900 shares; 2026Q1: 36,900 shares; 2026Q2: 36,100 shares 36,100$874K0.02%-800Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,369 shares; 2024Q4: 21,456 shares; 2025Q1: 24,884 shares; 2025Q2: 22,442 shares; 2025Q3: 24,136 shares; 2025Q4: 20,419 shares; 2026Q1: 20,467 shares; 2026Q2: 16,818 shares 16,818$872K0.02%-3,649Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,320 shares; 2024Q4: 24,434 shares; 2025Q1: 12,539 shares; 2025Q2: 12,171 shares; 2025Q3: 11,911 shares; 2025Q4: 12,156 shares; 2026Q1: 11,637 shares; 2026Q2: 9,938 shares 9,938$861K0.02%-1,699Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,421 shares; 2024Q4: 1,283 shares; 2025Q1: 1,319 shares; 2025Q2: 1,279 shares; 2025Q3: 1,341 shares; 2025Q4: 1,668 shares; 2026Q1: 1,681 shares; 2026Q2: 1,681 shares 1,681$856K0.02%0Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,435 shares; 2024Q4: 15,507 shares; 2025Q1: 15,379 shares; 2025Q2: 16,382 shares; 2025Q3: 16,488 shares; 2025Q4: 12,465 shares; 2026Q1: 19,484 shares; 2026Q2: 12,481 shares 12,481$852K0.02%-7,003Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,116 shares; 2024Q4: 2,515 shares; 2025Q1: 2,528 shares; 2025Q2: 4,898 shares; 2025Q3: 5,066 shares; 2025Q4: 5,031 shares; 2026Q1: 5,285 shares; 2026Q2: 5,538 shares 5,538$844K0.02%+253Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,055 shares; 2024Q4: 7,004 shares; 2025Q1: 6,274 shares; 2025Q2: 5,235 shares; 2025Q3: 6,447 shares; 2025Q4: 6,631 shares; 2026Q1: 6,439 shares; 2026Q2: 6,458 shares 6,458$843K0.02%+19Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,001 shares; 2024Q4: 10,101 shares; 2025Q1: 10,291 shares; 2025Q2: 10,418 shares; 2025Q3: 10,061 shares; 2025Q4: 10,544 shares; 2026Q1: 9,058 shares; 2026Q2: 8,960 shares 8,960$842K0.02%-98Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,413 shares; 2024Q4: 20,484 shares; 2025Q1: 21,424 shares; 2025Q2: 24,101 shares; 2025Q3: 29,772 shares; 2025Q4: 32,413 shares; 2026Q1: 32,072 shares; 2026Q2: 31,514 shares 31,514$840K0.02%-558Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,247 shares; 2024Q4: 21,522 shares; 2025Q1: 28,206 shares; 2025Q2: 29,027 shares; 2025Q3: 29,926 shares; 2025Q4: 30,284 shares; 2026Q1: 13,342 shares; 2026Q2: 11,635 shares 11,635$840K0.02%-1,707Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,299 shares; 2024Q4: 9,930 shares; 2025Q1: 9,130 shares; 2025Q2: 9,834 shares; 2025Q3: 15,782 shares; 2025Q4: 17,331 shares; 2026Q1: 15,979 shares; 2026Q2: 13,292 shares 13,292$836K0.02%-2,687Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,561 shares; 2024Q4: 19,679 shares; 2025Q1: 21,218 shares; 2025Q2: 24,172 shares; 2025Q3: 25,843 shares; 2025Q4: 29,827 shares; 2026Q1: 34,457 shares; 2026Q2: 44,685 shares 44,685$835K0.02%+10,228Timeline
BIPBROOKFIELD INFRASTRUCTURE PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,075 shares; 2024Q4: 25,925 shares; 2025Q1: 25,118 shares; 2025Q2: 22,867 shares; 2025Q3: 25,871 shares; 2025Q4: 24,585 shares; 2026Q1: 24,438 shares; 2026Q2: 22,878 shares 22,878$835K0.02%-1,560Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,367 shares; 2025Q2: 14,483 shares; 2025Q3: 24,035 shares; 2025Q4: 26,929 shares; 2026Q1: 33,737 shares; 2026Q2: 17,254 shares 17,254$834K0.02%-16,483Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,753 shares; 2024Q4: 14,402 shares; 2025Q1: 8,919 shares; 2025Q2: 18,531 shares; 2025Q3: 22,307 shares; 2025Q4: 22,574 shares; 2026Q1: 18,207 shares; 2026Q2: 10,547 shares 10,547$834K0.02%-7,660Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,278 shares; 2024Q4: 28,508 shares; 2025Q1: 28,580 shares; 2025Q2: 50,291 shares; 2025Q3: 44,359 shares; 2025Q4: 61,124 shares; 2026Q1: 52,650 shares; 2026Q2: 52,403 shares 52,403$825K0.02%-247Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,110 shares; 2024Q4: 36,672 shares; 2025Q1: 37,427 shares; 2025Q2: 37,478 shares; 2025Q3: 33,619 shares; 2025Q4: 32,344 shares; 2026Q1: 29,439 shares; 2026Q2: 25,746 shares 25,746$823K0.02%-3,693Timeline
ULSTSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,341 shares; 2025Q2: 47,978 shares; 2025Q3: 12,278 shares; 2025Q4: 16,874 shares; 2026Q1: 21,082 shares; 2026Q2: 20,231 shares 20,231$818K0.02%-851Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,255 shares; 2025Q1: 8,225 shares; 2025Q2: 8,232 shares; 2025Q3: 8,257 shares; 2025Q4: 8,135 shares; 2026Q1: 5,477 shares; 2026Q2: 5,421 shares 5,421$813K0.02%-56Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,166 shares; 2024Q4: 100,010 shares; 2025Q1: 99,700 shares; 2025Q2: 101,693 shares; 2025Q3: 106,875 shares; 2025Q4: 109,467 shares; 2026Q1: 113,962 shares; 2026Q2: 16,247 shares 16,247$813K0.02%-97,715Timeline
USAIPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,961 shares; 2024Q4: 8,915 shares; 2025Q1: 8,948 shares; 2025Q2: 9,103 shares; 2025Q3: 9,133 shares; 2025Q4: 9,226 shares; 2026Q1: 11,853 shares; 2026Q2: 17,818 shares 17,818$811K0.02%+5,965Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,962 shares; 2024Q4: 3,776 shares; 2025Q1: 4,005 shares; 2025Q2: 4,534 shares; 2025Q3: 5,088 shares; 2025Q4: 5,599 shares; 2026Q1: 6,296 shares; 2026Q2: 7,365 shares 7,365$808K0.02%+1,069Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,552 shares; 2024Q4: 18,329 shares; 2025Q1: 19,608 shares; 2025Q2: 21,789 shares; 2025Q3: 22,781 shares; 2025Q4: 9,170 shares; 2026Q1: 9,501 shares; 2026Q2: 9,258 shares 9,258$805K0.02%-243Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,095 shares; 2025Q4: 29,407 shares; 2026Q1: 25,429 shares; 2026Q2: 28,910 shares 28,910$804K0.02%+3,481Timeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,272 shares; 2024Q4: 10,739 shares; 2025Q1: 10,456 shares; 2025Q2: 10,786 shares; 2025Q3: 11,406 shares; 2025Q4: 11,408 shares; 2026Q1: 11,259 shares; 2026Q2: 15,305 shares 15,305$802K0.02%+4,046Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,186 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,244 shares; 2026Q1: 15,952 shares; 2026Q2: 15,801 shares 15,801$787K0.01%-151Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,320 shares 3,320$783K0.01%newTimeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,429 shares; 2025Q3: 22,799 shares; 2025Q4: 22,799 shares; 2026Q1: 30,729 shares; 2026Q2: 30,729 shares 30,729$768K0.01%0Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,145 shares; 2024Q4: 5,287 shares; 2025Q1: 5,316 shares; 2025Q2: 5,545 shares; 2025Q3: not reported; 2025Q4: 816 shares; 2026Q1: 845 shares; 2026Q2: 787 shares 787$759K0.01%-58Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,764 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,860 shares 11,860$757K0.01%newTimeline
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,848 shares; 2025Q1: 30,848 shares; 2025Q2: 33,220 shares; 2025Q3: 31,920 shares; 2025Q4: 31,920 shares; 2026Q1: 31,920 shares; 2026Q2: 31,920 shares 31,920$755K0.01%0Timeline
SPHBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,631 shares; 2026Q1: not reported; 2026Q2: 4,829 shares 4,829$751K0.01%newTimeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,019 shares; 2024Q4: 9,791 shares; 2025Q1: 9,726 shares; 2025Q2: 9,886 shares; 2025Q3: 9,852 shares; 2025Q4: 9,154 shares; 2026Q1: 9,129 shares; 2026Q2: 4,438 shares 4,438$750K0.01%-4,691Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,402 shares; 2024Q4: 4,352 shares; 2025Q1: 4,400 shares; 2025Q2: 4,097 shares; 2025Q3: 4,240 shares; 2025Q4: 3,570 shares; 2026Q1: 3,241 shares; 2026Q2: 1,889 shares 1,889$750K0.01%-1,352Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,296 shares; 2024Q4: 5,571 shares; 2025Q1: 6,359 shares; 2025Q2: 5,892 shares; 2025Q3: 5,408 shares; 2025Q4: 5,561 shares; 2026Q1: 4,523 shares; 2026Q2: 3,651 shares 3,651$749K0.01%-872Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 1,330 shares 1,330$746K0.01%+430Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,370 shares; 2025Q3: 4,470 shares; 2025Q4: 6,136 shares; 2026Q1: 8,683 shares; 2026Q2: 7,707 shares 7,707$744K0.01%-976Timeline
PFRLPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,201 shares; 2026Q1: 22,208 shares; 2026Q2: 15,001 shares 15,001$742K0.01%-7,207Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,132 shares; 2024Q4: 35,787 shares; 2025Q1: 23,952 shares; 2025Q2: 23,803 shares; 2025Q3: 23,158 shares; 2025Q4: 25,264 shares; 2026Q1: 21,151 shares; 2026Q2: 20,916 shares 20,916$741K0.01%-235Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,290 shares; 2024Q4: 50,472 shares; 2025Q1: 41,460 shares; 2025Q2: 40,020 shares; 2025Q3: 40,762 shares; 2025Q4: 41,964 shares; 2026Q1: 43,751 shares; 2026Q2: 38,257 shares 38,257$738K0.01%-5,494Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,454 shares; 2024Q4: 2,297 shares; 2025Q1: 2,253 shares; 2025Q2: 2,333 shares; 2025Q3: 2,379 shares; 2025Q4: 4,660 shares; 2026Q1: 4,850 shares; 2026Q2: 2,011 shares 2,011$736K0.01%-2,839Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,865 shares; 2024Q4: 7,876 shares; 2025Q1: 7,751 shares; 2025Q2: 9,094 shares; 2025Q3: 9,861 shares; 2025Q4: 10,451 shares; 2026Q1: 10,968 shares; 2026Q2: 9,396 shares 9,396$735K0.01%-1,572Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,551 shares; 2024Q4: 13,406 shares; 2025Q1: 13,406 shares; 2025Q2: 13,512 shares; 2025Q3: 13,495 shares; 2025Q4: 15,645 shares; 2026Q1: 12,294 shares; 2026Q2: 13,080 shares 13,080$733K0.01%+786Timeline
COMDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,602 shares; 2024Q4: 132,017 shares; 2025Q1: 138,712 shares; 2025Q2: 160,066 shares; 2025Q3: 174,271 shares; 2025Q4: 176,048 shares; 2026Q1: 24,897 shares; 2026Q2: 22,405 shares 22,405$730K0.01%-2,492Timeline
FYCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,720 shares 5,720$728K0.01%newTimeline
JPREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,699 shares; 2024Q4: 19,456 shares; 2025Q1: 19,537 shares; 2025Q2: 14,711 shares; 2025Q3: 14,468 shares; 2025Q4: 13,377 shares; 2026Q1: 13,460 shares; 2026Q2: 13,847 shares 13,847$723K0.01%+387Timeline
OVLLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,719 shares 12,719$720K0.01%newTimeline
NUBDNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,011 shares; 2024Q4: 19,316 shares; 2025Q1: 23,175 shares; 2025Q2: 22,362 shares; 2025Q3: 24,694 shares; 2025Q4: 24,663 shares; 2026Q1: 24,239 shares; 2026Q2: 32,499 shares 32,499$719K0.01%+8,260Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233 shares; 2024Q4: 221 shares; 2025Q1: 258 shares; 2025Q2: 268 shares; 2025Q3: 265 shares; 2025Q4: 373 shares; 2026Q1: 420 shares; 2026Q2: 421 shares 421$715K0.01%+1Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,990 shares; 2024Q4: 1,578 shares; 2025Q1: 1,833 shares; 2025Q2: 3,309 shares; 2025Q3: 3,222 shares; 2025Q4: 3,777 shares; 2026Q1: 3,607 shares; 2026Q2: 3,641 shares 3,641$713K0.01%+34Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,109 shares; 2025Q3: 6,702 shares; 2025Q4: 9,178 shares; 2026Q1: 9,778 shares; 2026Q2: 10,495 shares 10,495$710K0.01%+717Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,129 shares; 2026Q2: 1,148 shares 1,148$708K0.01%+19Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,531 shares; 2024Q4: 6,827 shares; 2025Q1: 8,580 shares; 2025Q2: 7,620 shares; 2025Q3: 7,578 shares; 2025Q4: 5,282 shares; 2026Q1: 5,217 shares; 2026Q2: 4,918 shares 4,918$704K0.01%-299Timeline
AISTIDAL TRUST IIIQuarterly shares; 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: 6,030 shares; 2026Q2: 8,241 shares 8,241$703K0.01%+2,211Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,202 shares; 2024Q4: 8,898 shares; 2025Q1: 8,967 shares; 2025Q2: 10,045 shares; 2025Q3: 8,118 shares; 2025Q4: 7,687 shares; 2026Q1: 8,093 shares; 2026Q2: 8,495 shares 8,495$702K0.01%+402Timeline
HECAETF OPPORTUNITIES TRUSTQuarterly shares; 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: 18,561 shares; 2026Q2: 25,700 shares 25,700$702K0.01%+7,139Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,053 shares; 2024Q4: 2,543 shares; 2025Q1: 2,435 shares; 2025Q2: 2,422 shares; 2025Q3: 2,409 shares; 2025Q4: 2,289 shares; 2026Q1: 2,312 shares; 2026Q2: 2,500 shares 2,500$700K0.01%+188Timeline
NLRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,545 shares; 2024Q4: 2,961 shares; 2025Q1: 3,091 shares; 2025Q2: 4,986 shares; 2025Q3: 5,576 shares; 2025Q4: 4,912 shares; 2026Q1: 5,343 shares; 2026Q2: 5,996 shares 5,996$695K0.01%+653Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,406 shares; 2024Q4: 5,789 shares; 2025Q1: 5,771 shares; 2025Q2: 5,807 shares; 2025Q3: 6,922 shares; 2025Q4: 6,297 shares; 2026Q1: 6,169 shares; 2026Q2: 3,077 shares 3,077$694K0.01%-3,092Timeline
BSMSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,440 shares; 2025Q1: 28,440 shares; 2025Q2: 29,530 shares; 2025Q3: 29,530 shares; 2025Q4: 29,530 shares; 2026Q1: 29,530 shares; 2026Q2: 29,530 shares 29,530$692K0.01%0Timeline
IGPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,568 shares; 2026Q1: 6,500 shares; 2026Q2: 6,608 shares 6,608$688K0.01%+108Timeline
FDXFFEDEX FGHT HLDG CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,552 shares 4,552$687K0.01%newTimeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,576 shares; 2024Q4: 11,735 shares; 2025Q1: 8,944 shares; 2025Q2: 9,140 shares; 2025Q3: 9,168 shares; 2025Q4: 12,561 shares; 2026Q1: 12,098 shares; 2026Q2: 8,854 shares 8,854$687K0.01%-3,244Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,375 shares; 2024Q4: 4,406 shares; 2025Q1: 4,272 shares; 2025Q2: 9,663 shares; 2025Q3: 10,386 shares; 2025Q4: 6,446 shares; 2026Q1: 6,959 shares; 2026Q2: 6,034 shares 6,034$686K0.01%-925Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,075 shares; 2024Q4: 15,767 shares; 2025Q1: 15,075 shares; 2025Q2: 14,525 shares; 2025Q3: 14,364 shares; 2025Q4: 14,206 shares; 2026Q1: 14,004 shares; 2026Q2: 14,199 shares 14,199$683K0.01%+195Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,851 shares; 2024Q4: 5,067 shares; 2025Q1: 5,801 shares; 2025Q2: 6,052 shares; 2025Q3: 6,590 shares; 2025Q4: 6,592 shares; 2026Q1: 7,528 shares; 2026Q2: 7,857 shares 7,857$683K0.01%+329Timeline
FLRTPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,610 shares; 2025Q2: 14,546 shares; 2025Q3: 14,140 shares; 2025Q4: 14,839 shares; 2026Q1: 16,882 shares; 2026Q2: 14,639 shares 14,639$683K0.01%-2,243Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,782 shares; 2025Q3: 22,746 shares; 2025Q4: 22,805 shares; 2026Q1: 23,181 shares; 2026Q2: 23,164 shares 23,164$681K0.01%-17Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,034 shares; 2024Q4: 3,654 shares; 2025Q1: 3,982 shares; 2025Q2: 4,125 shares; 2025Q3: 4,126 shares; 2025Q4: 4,836 shares; 2026Q1: 4,821 shares; 2026Q2: 4,646 shares 4,646$679K0.01%-175Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,835 shares; 2024Q4: 15,347 shares; 2025Q1: 15,381 shares; 2025Q2: 11,193 shares; 2025Q3: 11,382 shares; 2025Q4: 10,140 shares; 2026Q1: 7,115 shares; 2026Q2: 5,287 shares 5,287$677K0.01%-1,828Timeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,884 shares; 2024Q4: 9,669 shares; 2025Q1: 7,894 shares; 2025Q2: 11,224 shares; 2025Q3: 10,465 shares; 2025Q4: 10,536 shares; 2026Q1: 10,383 shares; 2026Q2: 10,123 shares 10,123$674K0.01%-260Timeline
PZAINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,951 shares; 2025Q4: 25,994 shares; 2026Q1: 26,040 shares; 2026Q2: 28,603 shares 28,603$673K0.01%+2,563Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,014 shares; 2024Q4: 12,051 shares; 2025Q1: 11,402 shares; 2025Q2: 11,833 shares; 2025Q3: 12,227 shares; 2025Q4: 11,357 shares; 2026Q1: 9,942 shares; 2026Q2: 6,469 shares 6,469$672K0.01%-3,473Timeline
JSMLJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,557 shares; 2024Q4: 3,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,672 shares; 2026Q1: 42,401 shares; 2026Q2: 7,214 shares 7,214$671K0.01%-35,187Timeline
SILJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,948 shares; 2026Q2: 25,850 shares 25,850$670K0.01%+4,902Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,993 shares; 2024Q4: 5,993 shares; 2025Q1: 5,466 shares; 2025Q2: 5,516 shares; 2025Q3: 5,478 shares; 2025Q4: 5,238 shares; 2026Q1: 5,201 shares; 2026Q2: 5,201 shares 5,201$663K0.01%0Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,431 shares; 2025Q1: 3,783 shares; 2025Q2: 3,133 shares; 2025Q3: 4,647 shares; 2025Q4: 5,015 shares; 2026Q1: 4,890 shares; 2026Q2: 4,354 shares 4,354$662K0.01%-536Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,191 shares; 2024Q4: 5,106 shares; 2025Q1: 2,438 shares; 2025Q2: 2,250 shares; 2025Q3: 2,346 shares; 2025Q4: 2,407 shares; 2026Q1: 2,706 shares; 2026Q2: 1,315 shares 1,315$659K0.01%-1,391Timeline
NMZNUVEEN MUN HIGH INCOME OPPORQuarterly shares; 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: 62,179 shares 62,179$657K0.01%newTimeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,491 shares; 2025Q1: 6,519 shares; 2025Q2: 6,703 shares; 2025Q3: 6,695 shares; 2025Q4: 6,389 shares; 2026Q1: 9,794 shares; 2026Q2: 8,521 shares 8,521$657K0.01%-1,273Timeline
QQQINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,218 shares; 2026Q1: 5,433 shares; 2026Q2: 11,562 shares 11,562$657K0.01%+6,129Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,475 shares; 2024Q4: 209,783 shares; 2025Q1: 15,256 shares; 2025Q2: 13,543 shares; 2025Q3: 13,610 shares; 2025Q4: 13,004 shares; 2026Q1: 11,208 shares; 2026Q2: 11,119 shares 11,119$656K0.01%-89Timeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,865 shares; 2024Q4: 18,976 shares; 2025Q1: 20,762 shares; 2025Q2: 55,559 shares; 2025Q3: 52,402 shares; 2025Q4: 59,253 shares; 2026Q1: 53,020 shares; 2026Q2: 51,507 shares 51,507$652K0.01%-1,513Timeline
PKBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,228 shares; 2024Q4: 6,647 shares; 2025Q1: 4,688 shares; 2025Q2: 3,392 shares; 2025Q3: 9,953 shares; 2025Q4: 5,716 shares; 2026Q1: 4,986 shares; 2026Q2: 5,794 shares 5,794$649K0.01%+808Timeline
CRD-ACRAWFORD & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,836 shares; 2024Q4: 75,836 shares; 2025Q1: 75,836 shares; 2025Q2: 57,436 shares; 2025Q3: 57,436 shares; 2025Q4: 57,436 shares; 2026Q1: 57,516 shares; 2026Q2: 57,516 shares 57,516$648K0.01%0Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,129 shares; 2025Q1: not reported; 2025Q2: 2,927 shares; 2025Q3: 3,090 shares; 2025Q4: 3,606 shares; 2026Q1: 3,602 shares; 2026Q2: 3,619 shares 3,619$638K0.01%+17Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,312 shares; 2024Q4: 12,855 shares; 2025Q1: 15,486 shares; 2025Q2: 14,687 shares; 2025Q3: 15,238 shares; 2025Q4: 12,104 shares; 2026Q1: 11,993 shares; 2026Q2: 11,643 shares 11,643$637K0.01%-350Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,026 shares; 2025Q4: 9,297 shares; 2026Q1: 8,499 shares; 2026Q2: 8,549 shares 8,549$634K0.01%+50Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,129 shares; 2026Q2: 7,147 shares 7,147$633K0.01%+3,018Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,145 shares; 2026Q1: 16,395 shares; 2026Q2: 16,953 shares 16,953$630K0.01%+558Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 712 shares; 2025Q2: 763 shares; 2025Q3: 772 shares; 2025Q4: 763 shares; 2026Q1: 702 shares; 2026Q2: 655 shares 655$630K0.01%-47Timeline
UTESETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,887 shares; 2025Q2: 5,839 shares; 2025Q3: 6,507 shares; 2025Q4: 7,506 shares; 2026Q1: 7,476 shares; 2026Q2: 7,691 shares 7,691$629K0.01%+215Timeline
CHATTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,160 shares; 2025Q4: 6,306 shares; 2026Q1: 6,356 shares; 2026Q2: 6,356 shares 6,356$627K0.01%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,216 shares; 2024Q4: 6,182 shares; 2025Q1: 6,009 shares; 2025Q2: 6,437 shares; 2025Q3: 6,753 shares; 2025Q4: 8,865 shares; 2026Q1: 10,063 shares; 2026Q2: 8,413 shares 8,413$625K0.01%-1,650Timeline
BUFGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,598 shares; 2024Q4: 21,273 shares; 2025Q1: 21,273 shares; 2025Q2: 21,273 shares; 2025Q3: 21,273 shares; 2025Q4: 21,261 shares; 2026Q1: 21,261 shares; 2026Q2: 21,261 shares 21,261$623K0.01%0Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,921 shares; 2024Q4: 5,920 shares; 2025Q1: 5,389 shares; 2025Q2: 5,759 shares; 2025Q3: 5,744 shares; 2025Q4: 5,822 shares; 2026Q1: 9,240 shares; 2026Q2: 7,352 shares 7,352$622K0.01%-1,888Timeline
SOXQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,650 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,600 shares; 2026Q2: 5,542 shares 5,542$621K0.01%+1,942Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,878 shares; 2024Q4: 11,637 shares; 2025Q1: 10,961 shares; 2025Q2: 10,839 shares; 2025Q3: 10,679 shares; 2025Q4: 6,373 shares; 2026Q1: 10,769 shares; 2026Q2: 6,043 shares 6,043$618K0.01%-4,726Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,515 shares; 2024Q4: 34,521 shares; 2025Q1: 34,394 shares; 2025Q2: 34,756 shares; 2025Q3: 35,054 shares; 2025Q4: 27,844 shares; 2026Q1: 18,141 shares; 2026Q2: 10,222 shares 10,222$617K0.01%-7,919Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,137 shares; 2025Q1: not reported; 2025Q2: 7,031 shares; 2025Q3: 7,125 shares; 2025Q4: 7,759 shares; 2026Q1: 8,618 shares; 2026Q2: 11,541 shares 11,541$615K0.01%+2,923Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,392 shares; 2024Q4: 7,402 shares; 2025Q1: 7,403 shares; 2025Q2: 7,408 shares; 2025Q3: 7,408 shares; 2025Q4: 7,408 shares; 2026Q1: 7,408 shares; 2026Q2: 7,398 shares 7,398$611K0.01%-10Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,174 shares; 2024Q4: 11,626 shares; 2025Q1: 10,305 shares; 2025Q2: 20,878 shares; 2025Q3: 22,102 shares; 2025Q4: 22,464 shares; 2026Q1: 22,470 shares; 2026Q2: 12,664 shares 12,664$608K0.01%-9,806Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,909 shares; 2024Q4: 14,454 shares; 2025Q1: 15,192 shares; 2025Q2: 15,226 shares; 2025Q3: 22,482 shares; 2025Q4: 27,473 shares; 2026Q1: 27,920 shares; 2026Q2: 27,225 shares 27,225$607K0.01%-695Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,579 shares; 2024Q4: 1,495 shares; 2025Q1: 1,287 shares; 2025Q2: 1,268 shares; 2025Q3: 1,247 shares; 2025Q4: 1,292 shares; 2026Q1: 1,325 shares; 2026Q2: 1,320 shares 1,320$606K0.01%-5Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,527 shares; 2025Q3: 6,321 shares; 2025Q4: 5,890 shares; 2026Q1: 5,611 shares; 2026Q2: 5,543 shares 5,543$605K0.01%-68Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,901 shares; 2024Q4: 10,974 shares; 2025Q1: 11,026 shares; 2025Q2: 11,117 shares; 2025Q3: 11,223 shares; 2025Q4: 7,131 shares; 2026Q1: 6,830 shares; 2026Q2: 6,574 shares 6,574$603K0.01%-256Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,608 shares; 2024Q4: 15,257 shares; 2025Q1: 14,839 shares; 2025Q2: 14,420 shares; 2025Q3: 14,420 shares; 2025Q4: 14,369 shares; 2026Q1: 13,244 shares; 2026Q2: 13,244 shares 13,244$603K0.01%0Timeline
CSQCALAMOS STRATEGIC TOTAL RETUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,100 shares; 2024Q4: 12,509 shares; 2025Q1: 24,193 shares; 2025Q2: 26,952 shares; 2025Q3: 27,861 shares; 2025Q4: 27,870 shares; 2026Q1: 28,156 shares; 2026Q2: 29,166 shares 29,166$600K0.01%+1,010Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,270 shares; 2024Q4: 4,261 shares; 2025Q1: 3,759 shares; 2025Q2: 4,992 shares; 2025Q3: 4,286 shares; 2025Q4: 4,677 shares; 2026Q1: 5,691 shares; 2026Q2: 5,244 shares 5,244$599K0.01%-447Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,079 shares; 2025Q1: 6,151 shares; 2025Q2: 6,008 shares; 2025Q3: 6,021 shares; 2025Q4: 6,054 shares; 2026Q1: 6,065 shares; 2026Q2: 6,178 shares 6,178$595K0.01%+113Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,606 shares; 2024Q4: 7,702 shares; 2025Q1: 6,615 shares; 2025Q2: 6,533 shares; 2025Q3: 6,588 shares; 2025Q4: 7,787 shares; 2026Q1: 9,577 shares; 2026Q2: 8,081 shares 8,081$593K0.01%-1,496Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623 shares; 2024Q4: 2,534 shares; 2025Q1: 2,252 shares; 2025Q2: 2,187 shares; 2025Q3: 2,205 shares; 2025Q4: 2,400 shares; 2026Q1: 2,378 shares; 2026Q2: 2,489 shares 2,489$591K0.01%+111Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,620 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,151 shares; 2025Q3: 13,865 shares; 2025Q4: 9,723 shares; 2026Q1: 12,130 shares; 2026Q2: 9,148 shares 9,148$588K0.01%-2,982Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,770 shares; 2024Q4: 3,772 shares; 2025Q1: 3,813 shares; 2025Q2: 4,188 shares; 2025Q3: 4,608 shares; 2025Q4: 4,634 shares; 2026Q1: 4,420 shares; 2026Q2: 4,148 shares 4,148$588K0.01%-272Timeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,762 shares; 2024Q4: 1,762 shares; 2025Q1: 1,763 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares; 2026Q2: 1,763 shares 1,763$584K0.01%0Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,153 shares; 2024Q4: 6,561 shares; 2025Q1: 6,749 shares; 2025Q2: 7,576 shares; 2025Q3: 8,093 shares; 2025Q4: 7,616 shares; 2026Q1: 7,455 shares; 2026Q2: 7,608 shares 7,608$584K0.01%+153Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,805 shares; 2025Q3: 2,660 shares; 2025Q4: 2,701 shares; 2026Q1: 2,747 shares; 2026Q2: 2,608 shares 2,608$583K0.01%-139Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,637 shares; 2025Q4: 3,656 shares; 2026Q1: 3,554 shares; 2026Q2: 1,914 shares 1,914$579K0.01%-1,640Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,626 shares; 2024Q4: 3,827 shares; 2025Q1: 3,800 shares; 2025Q2: 4,171 shares; 2025Q3: 4,105 shares; 2025Q4: 2,706 shares; 2026Q1: 2,718 shares; 2026Q2: 2,214 shares 2,214$576K0.01%-504Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,528 shares; 2025Q4: 11,647 shares; 2026Q1: 11,632 shares; 2026Q2: 11,333 shares 11,333$572K0.01%-299Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,511 shares; 2024Q4: 4,001 shares; 2025Q1: 4,055 shares; 2025Q2: 3,319 shares; 2025Q3: 3,304 shares; 2025Q4: 2,633 shares; 2026Q1: 2,895 shares; 2026Q2: 2,097 shares 2,097$567K0.01%-798Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,071 shares; 2024Q4: 11,309 shares; 2025Q1: 11,787 shares; 2025Q2: 12,103 shares; 2025Q3: 12,986 shares; 2025Q4: 10,010 shares; 2026Q1: 11,046 shares; 2026Q2: 12,951 shares 12,951$566K0.01%+1,905Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,517 shares; 2025Q3: 33,705 shares; 2025Q4: 31,242 shares; 2026Q1: 28,754 shares; 2026Q2: 28,868 shares 28,868$564K0.01%+114Timeline
TSPYETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,267 shares; 2026Q2: 22,187 shares 22,187$562K0.01%+5,920Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,609 shares; 2024Q4: 1,543 shares; 2025Q1: 1,427 shares; 2025Q2: 1,349 shares; 2025Q3: 1,363 shares; 2025Q4: 1,531 shares; 2026Q1: 1,506 shares; 2026Q2: 1,512 shares 1,512$560K0.01%+6Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,882 shares; 2024Q4: 81,572 shares; 2025Q1: 81,955 shares; 2025Q2: 9,074 shares; 2025Q3: 18,481 shares; 2025Q4: 7,068 shares; 2026Q1: 14,731 shares; 2026Q2: 11,563 shares 11,563$560K0.01%-3,168Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,307 shares; 2025Q1: 39,204 shares; 2025Q2: 40,952 shares; 2025Q3: 6,462 shares; 2025Q4: 5,865 shares; 2026Q1: 5,606 shares; 2026Q2: 5,660 shares 5,660$558K0.01%+54Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,538 shares; 2024Q4: 131,525 shares; 2025Q1: 72,999 shares; 2025Q2: 30,345 shares; 2025Q3: 28,799 shares; 2025Q4: 28,126 shares; 2026Q1: 27,487 shares; 2026Q2: 23,070 shares 23,070$557K0.01%-4,417Timeline
GEWEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,126 shares; 2025Q4: 10,126 shares; 2026Q1: 10,126 shares; 2026Q2: 10,126 shares 10,126$554K0.01%0Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415 shares; 2024Q4: 442 shares; 2025Q1: 449 shares; 2025Q2: 432 shares; 2025Q3: 425 shares; 2025Q4: 438 shares; 2026Q1: 450 shares; 2026Q2: 406 shares 406$552K0.01%-44Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,017 shares; 2024Q4: 8,915 shares; 2025Q1: 7,879 shares; 2025Q2: 8,025 shares; 2025Q3: 8,384 shares; 2025Q4: 11,775 shares; 2026Q1: 11,799 shares; 2026Q2: 9,934 shares 9,934$552K0.01%-1,865Timeline
HIPSGRANITESHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,525 shares; 2025Q3: 49,693 shares; 2025Q4: 48,323 shares; 2026Q1: 48,959 shares; 2026Q2: 47,693 shares 47,693$551K0.01%-1,266Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,699 shares; 2025Q2: 7,206 shares; 2025Q3: 11,228 shares; 2025Q4: 12,416 shares; 2026Q1: 12,525 shares; 2026Q2: 12,572 shares 12,572$547K0.01%+47Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,765 shares; 2024Q4: 5,218 shares; 2025Q1: 5,333 shares; 2025Q2: 5,333 shares; 2025Q3: 5,765 shares; 2025Q4: 5,337 shares; 2026Q1: 5,337 shares; 2026Q2: 5,202 shares 5,202$546K0.01%-135Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,850 shares; 2024Q4: 4,008 shares; 2025Q1: 3,199 shares; 2025Q2: 4,690 shares; 2025Q3: 5,376 shares; 2025Q4: 5,347 shares; 2026Q1: 4,935 shares; 2026Q2: 4,616 shares 4,616$541K0.01%-319Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,653 shares; 2024Q4: 6,631 shares; 2025Q1: 6,482 shares; 2025Q2: 6,625 shares; 2025Q3: 6,932 shares; 2025Q4: 6,950 shares; 2026Q1: 6,759 shares; 2026Q2: 6,666 shares 6,666$541K0.01%-93Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: 3,439 shares; 2025Q1: 3,606 shares; 2025Q2: not reported; 2025Q3: 3,969 shares; 2025Q4: 4,631 shares; 2026Q1: 5,285 shares; 2026Q2: 5,607 shares 5,607$541K0.01%+322Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,927 shares; 2025Q1: 6,267 shares; 2025Q2: 8,482 shares; 2025Q3: 8,932 shares; 2025Q4: 8,281 shares; 2026Q1: 10,257 shares; 2026Q2: 10,407 shares 10,407$540K0.01%+150Timeline
VLUSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,460 shares; 2025Q1: 1,570 shares; 2025Q2: 1,804 shares; 2025Q3: 1,954 shares; 2025Q4: 2,001 shares; 2026Q1: 2,104 shares; 2026Q2: 2,267 shares 2,267$540K0.01%+163Timeline
MSIFMSC INCOME FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,451 shares; 2025Q4: 38,970 shares; 2026Q1: 55,502 shares; 2026Q2: 46,402 shares 46,402$537K0.01%-9,100Timeline
TUSITOUCHSTONE ETF TRUSTQuarterly shares; 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: 21,182 shares 21,182$535K0.01%newTimeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,171 shares; 2025Q3: 8,399 shares; 2025Q4: 11,481 shares; 2026Q1: 16,171 shares; 2026Q2: 21,315 shares 21,315$534K0.01%+5,144Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; 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: 5,094 shares; 2026Q1: 8,208 shares; 2026Q2: 8,887 shares 8,887$527K0.01%+679Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,945 shares; 2025Q3: 3,945 shares; 2025Q4: 7,875 shares; 2026Q1: 7,130 shares; 2026Q2: 8,730 shares 8,730$526K0.01%+1,600Timeline
WAGNPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,770 shares; 2026Q2: 38,226 shares 38,226$526K0.01%+9,456Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,068 shares; 2025Q4: 24,385 shares; 2026Q1: 31,416 shares; 2026Q2: 44,229 shares 44,229$526K0.01%+12,813Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,953 shares; 2024Q4: 146,266 shares; 2025Q1: 144,011 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,076 shares; 2026Q1: 7,292 shares; 2026Q2: 5,904 shares 5,904$526K0.01%-1,388Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,300 shares; 2026Q1: not reported; 2026Q2: 2,622 shares 2,622$524K0.01%newTimeline
XMLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,935 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares; 2025Q2: 8,037 shares; 2025Q3: 8,037 shares; 2025Q4: 8,037 shares; 2026Q1: 8,037 shares; 2026Q2: 7,887 shares 7,887$523K0.01%-150Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011 shares; 2024Q4: 1,308 shares; 2025Q1: 1,303 shares; 2025Q2: 1,434 shares; 2025Q3: 1,645 shares; 2025Q4: 1,785 shares; 2026Q1: 1,840 shares; 2026Q2: 1,800 shares 1,800$523K0.01%-40Timeline
TDAQETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,231 shares; 2026Q2: 18,409 shares 18,409$523K0.01%+4,178Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,051 shares; 2024Q4: 53,200 shares; 2025Q1: 179,024 shares; 2025Q2: 247,818 shares; 2025Q3: 266,999 shares; 2025Q4: 86,831 shares; 2026Q1: 54,602 shares; 2026Q2: 49,217 shares 49,217$517K0.01%-5,385Timeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,846 shares; 2024Q4: 33,422 shares; 2025Q1: 33,895 shares; 2025Q2: 36,440 shares; 2025Q3: 35,705 shares; 2025Q4: 37,927 shares; 2026Q1: 41,047 shares; 2026Q2: 47,432 shares 47,432$514K0.01%+6,385Timeline
EROERO COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,475 shares; 2026Q2: 19,150 shares 19,150$512K0.01%+2,675Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,853 shares; 2025Q1: 5,853 shares; 2025Q2: 5,898 shares; 2025Q3: 4,911 shares; 2025Q4: 8,834 shares; 2026Q1: 8,834 shares; 2026Q2: 10,141 shares 10,141$506K0.01%+1,307Timeline
NVDUDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,015 shares; 2025Q4: 4,200 shares; 2026Q1: 4,222 shares; 2026Q2: 4,246 shares 4,246$503K0.01%+24Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,672 shares 4,672$498K0.01%newTimeline
FNYFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,473 shares 4,473$496K0.01%newTimeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,659 shares; 2024Q4: 1,794 shares; 2025Q1: 3,355 shares; 2025Q2: 2,843 shares; 2025Q3: 4,019 shares; 2025Q4: 3,218 shares; 2026Q1: 3,312 shares; 2026Q2: 3,381 shares 3,381$494K0.01%+69Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,335 shares; 2024Q4: 1,589 shares; 2025Q1: 1,417 shares; 2025Q2: 1,320 shares; 2025Q3: 1,298 shares; 2025Q4: 1,458 shares; 2026Q1: 1,538 shares; 2026Q2: 1,494 shares 1,494$493K0.01%-44Timeline
PBDCPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,663 shares; 2024Q4: 29,149 shares; 2025Q1: 37,665 shares; 2025Q2: 42,446 shares; 2025Q3: 38,600 shares; 2025Q4: 14,984 shares; 2026Q1: 17,514 shares; 2026Q2: 18,122 shares 18,122$493K0.01%+608Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,503 shares; 2024Q4: 5,178 shares; 2025Q1: 4,697 shares; 2025Q2: 4,898 shares; 2025Q3: 5,115 shares; 2025Q4: 5,126 shares; 2026Q1: 4,972 shares; 2026Q2: 4,976 shares 4,976$493K0.01%+4Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,642 shares; 2025Q1: 2,680 shares; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 3,093 shares; 2026Q1: 3,152 shares; 2026Q2: 3,395 shares 3,395$491K0.01%+243Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,458 shares; 2024Q4: 3,491 shares; 2025Q1: 3,524 shares; 2025Q2: 3,408 shares; 2025Q3: 3,424 shares; 2025Q4: 3,438 shares; 2026Q1: 2,362 shares; 2026Q2: 2,508 shares 2,508$490K0.01%+146Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 138 shares; 2025Q1: 141 shares; 2025Q2: 140 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 152 shares; 2026Q2: 153 shares 153$489K0.01%+1Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,562 shares; 2024Q4: 10,506 shares; 2025Q1: 17,172 shares; 2025Q2: 42,086 shares; 2025Q3: 57,268 shares; 2025Q4: 55,888 shares; 2026Q1: 5,070 shares; 2026Q2: 4,304 shares 4,304$486K0.01%-766Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,447 shares; 2024Q4: 14,199 shares; 2025Q1: not reported; 2025Q2: 12,571 shares; 2025Q3: 12,388 shares; 2025Q4: 12,050 shares; 2026Q1: 23,004 shares; 2026Q2: 27,011 shares 27,011$484K0.01%+4,007Timeline
FSCOFS CREDIT OPPORTUNITIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,997 shares; 2024Q4: 101,210 shares; 2025Q1: 101,472 shares; 2025Q2: 106,897 shares; 2025Q3: 107,304 shares; 2025Q4: 107,617 shares; 2026Q1: 107,326 shares; 2026Q2: 97,041 shares 97,041$484K0.01%-10,285Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,049 shares; 2025Q3: 18,447 shares; 2025Q4: 17,312 shares; 2026Q1: 18,383 shares; 2026Q2: 23,583 shares 23,583$480K0.01%+5,200Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,633 shares; 2026Q1: 2,650 shares; 2026Q2: 2,747 shares 2,747$479K0.01%+97Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,591 shares; 2025Q1: not reported; 2025Q2: 2,509 shares; 2025Q3: 5,528 shares; 2025Q4: 2,604 shares; 2026Q1: 3,817 shares; 2026Q2: 3,615 shares 3,615$478K0.01%-202Timeline
AAXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,836 shares; 2024Q4: 4,337 shares; 2025Q1: 4,006 shares; 2025Q2: 3,986 shares; 2025Q3: 3,986 shares; 2025Q4: 4,096 shares; 2026Q1: 4,037 shares; 2026Q2: 3,988 shares 3,988$476K0.01%-49Timeline
SGDMSPROTT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,284 shares; 2024Q4: 7,834 shares; 2025Q1: 7,834 shares; 2025Q2: 7,912 shares; 2025Q3: 8,034 shares; 2025Q4: 7,574 shares; 2026Q1: 7,524 shares; 2026Q2: 7,512 shares 7,512$472K0.01%-12Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,017 shares; 2024Q4: 2,044 shares; 2025Q1: 2,052 shares; 2025Q2: 1,955 shares; 2025Q3: 2,035 shares; 2025Q4: 2,096 shares; 2026Q1: 2,081 shares; 2026Q2: 1,979 shares 1,979$472K0.01%-102Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,239 shares; 2024Q4: 23,564 shares; 2025Q1: 23,224 shares; 2025Q2: 23,650 shares; 2025Q3: 25,126 shares; 2025Q4: 23,513 shares; 2026Q1: 27,254 shares; 2026Q2: 4,262 shares 4,262$470K0.01%-22,992Timeline
FLNGFLEX LNG LTDQuarterly shares; 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: 12,195 shares; 2026Q1: 16,383 shares; 2026Q2: 16,734 shares 16,734$470K0.01%+351Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,788 shares; 2024Q4: 5,576 shares; 2025Q1: 6,156 shares; 2025Q2: 6,159 shares; 2025Q3: 6,163 shares; 2025Q4: 6,751 shares; 2026Q1: 9,244 shares; 2026Q2: 9,248 shares 9,248$468K0.01%+4Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,965 shares; 2025Q2: 7,720 shares; 2025Q3: 9,241 shares; 2025Q4: 9,216 shares; 2026Q1: 9,341 shares; 2026Q2: 9,291 shares 9,291$464K0.01%-50Timeline
IBMQISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,559 shares; 2025Q4: 14,678 shares; 2026Q1: 11,436 shares; 2026Q2: 17,997 shares 17,997$460K0.01%+6,561Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332 shares; 2024Q4: 326 shares; 2025Q1: 319 shares; 2025Q2: 313 shares; 2025Q3: 359 shares; 2025Q4: 370 shares; 2026Q1: 358 shares; 2026Q2: 383 shares 383$458K0.01%+25Timeline
CGMSCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,569 shares; 2024Q4: 21,821 shares; 2025Q1: 21,906 shares; 2025Q2: 22,884 shares; 2025Q3: 23,316 shares; 2025Q4: 16,065 shares; 2026Q1: 16,347 shares; 2026Q2: 16,681 shares 16,681$456K0.01%+334Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,233 shares; 2024Q4: 9,419 shares; 2025Q1: not reported; 2025Q2: 8,587 shares; 2025Q3: 18,401 shares; 2025Q4: 14,283 shares; 2026Q1: 15,195 shares; 2026Q2: 14,765 shares 14,765$455K0.01%-430Timeline
CCLCARNIVAL CORP LTDQuarterly shares; 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: 15,923 shares 15,923$455K0.01%newTimeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,187 shares; 2024Q4: 3,117 shares; 2025Q1: 2,984 shares; 2025Q2: 2,862 shares; 2025Q3: 2,782 shares; 2025Q4: 2,915 shares; 2026Q1: 3,019 shares; 2026Q2: 2,844 shares 2,844$455K0.01%-175Timeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,538 shares 8,538$453K0.01%newTimeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,445 shares; 2024Q4: 2,577 shares; 2025Q1: 2,582 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,435 shares; 2026Q1: 1,190 shares; 2026Q2: 928 shares 928$449K0.01%-262Timeline
GBUGSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,813 shares; 2025Q4: 9,508 shares; 2026Q1: 12,759 shares; 2026Q2: 11,493 shares 11,493$449K0.01%-1,266Timeline
REMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,146 shares; 2024Q4: 33,690 shares; 2025Q1: 33,408 shares; 2025Q2: 33,758 shares; 2025Q3: 33,360 shares; 2025Q4: 20,313 shares; 2026Q1: 20,313 shares; 2026Q2: 20,279 shares 20,279$447K0.01%-34Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,733 shares; 2024Q4: 18,126 shares; 2025Q1: 19,411 shares; 2025Q2: 19,046 shares; 2025Q3: 15,844 shares; 2025Q4: 16,080 shares; 2026Q1: 16,085 shares; 2026Q2: 15,746 shares 15,746$447K0.01%-339Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,109 shares; 2024Q4: 13,976 shares; 2025Q1: 13,859 shares; 2025Q2: 14,071 shares; 2025Q3: 14,040 shares; 2025Q4: 13,658 shares; 2026Q1: 14,027 shares; 2026Q2: 2,032 shares 2,032$444K0.01%-11,995Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,591 shares; 2024Q4: 6,928 shares; 2025Q1: 6,941 shares; 2025Q2: 13,377 shares; 2025Q3: 13,992 shares; 2025Q4: 18,153 shares; 2026Q1: 91,679 shares; 2026Q2: 10,692 shares 10,692$441K0.01%-80,987Timeline
PWRQUANTA SVCS INCQuarterly shares; 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: 498 shares; 2026Q1: 551 shares; 2026Q2: 611 shares 611$440K0.01%+60Timeline
WGMICOINSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,820 shares; 2025Q4: 9,475 shares; 2026Q1: 7,575 shares; 2026Q2: 6,975 shares 6,975$440K0.01%-600Timeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,580 shares 8,580$440K0.01%newTimeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,900 shares; 2025Q3: 10,909 shares; 2025Q4: 10,922 shares; 2026Q1: 10,937 shares; 2026Q2: 10,948 shares 10,948$439K0.01%+11Timeline
AHLTAMERICAN BEACON SELECT FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,475 shares; 2024Q4: 21,055 shares; 2025Q1: 20,425 shares; 2025Q2: 13,686 shares; 2025Q3: 13,693 shares; 2025Q4: 13,693 shares; 2026Q1: 15,964 shares; 2026Q2: 15,130 shares 15,130$437K0.01%-834Timeline
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,247 shares; 2025Q4: 14,180 shares; 2026Q1: 17,302 shares; 2026Q2: 19,028 shares 19,028$436K0.01%+1,726Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,628 shares; 2025Q4: 6,354 shares; 2026Q1: 5,991 shares; 2026Q2: 4,668 shares 4,668$436K0.01%-1,323Timeline
DAPPVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,575 shares; 2024Q4: 20,483 shares; 2025Q1: 22,850 shares; 2025Q2: 24,343 shares; 2025Q3: 24,343 shares; 2025Q4: 19,746 shares; 2026Q1: 23,846 shares; 2026Q2: 22,446 shares 22,446$435K0.01%-1,400Timeline
RSSXTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,922 shares; 2026Q1: 18,480 shares; 2026Q2: 18,929 shares 18,929$435K0.01%+449Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,239 shares; 2025Q3: 6,065 shares; 2025Q4: 6,013 shares; 2026Q1: 5,966 shares; 2026Q2: 5,692 shares 5,692$435K0.01%-274Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,081 shares; 2024Q4: 4,944 shares; 2025Q1: 4,955 shares; 2025Q2: 4,713 shares; 2025Q3: 6,080 shares; 2025Q4: 3,190 shares; 2026Q1: 3,044 shares; 2026Q2: 2,650 shares 2,650$434K0.01%-394Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,494 shares; 2024Q4: 8,052 shares; 2025Q1: 8,601 shares; 2025Q2: 7,290 shares; 2025Q3: 7,790 shares; 2025Q4: 6,013 shares; 2026Q1: 9,802 shares; 2026Q2: 9,028 shares 9,028$431K0.01%-774Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,246 shares; 2025Q4: 4,252 shares; 2026Q1: 4,574 shares; 2026Q2: 4,580 shares 4,580$428K0.01%+6Timeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,980 shares; 2025Q3: 8,980 shares; 2025Q4: 8,980 shares; 2026Q1: 8,980 shares; 2026Q2: 8,980 shares 8,980$426K0.01%0Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,053 shares; 2025Q1: 3,121 shares; 2025Q2: 3,114 shares; 2025Q3: 3,452 shares; 2025Q4: 3,357 shares; 2026Q1: 3,325 shares; 2026Q2: 4,653 shares 4,653$424K0.01%+1,328Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,085 shares; 2024Q4: 3,984 shares; 2025Q1: 3,847 shares; 2025Q2: 4,508 shares; 2025Q3: 4,490 shares; 2025Q4: 4,490 shares; 2026Q1: 4,094 shares; 2026Q2: 3,152 shares 3,152$424K0.01%-942Timeline
NVGNUVEEN AMT FREE MUN CR INC FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,270 shares; 2024Q4: 29,500 shares; 2025Q1: 34,119 shares; 2025Q2: 34,336 shares; 2025Q3: 34,576 shares; 2025Q4: 34,884 shares; 2026Q1: 35,034 shares; 2026Q2: 33,087 shares 33,087$424K0.01%-1,947Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731 shares; 2024Q4: 706 shares; 2025Q1: 721 shares; 2025Q2: 752 shares; 2025Q3: 757 shares; 2025Q4: 842 shares; 2026Q1: 837 shares; 2026Q2: 1,031 shares 1,031$420K0.01%+194Timeline
FDGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,208 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares; 2026Q1: 3,150 shares; 2026Q2: 3,150 shares 3,150$419K0.01%0Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,933 shares; 2025Q4: 14,716 shares; 2026Q1: 15,073 shares; 2026Q2: 22,563 shares 22,563$419K0.01%+7,490Timeline
BSMQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,685 shares; 2025Q1: 16,685 shares; 2025Q2: 17,754 shares; 2025Q3: 17,754 shares; 2025Q4: 17,754 shares; 2026Q1: 17,754 shares; 2026Q2: 17,754 shares 17,754$418K0.01%0Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,795 shares; 2024Q4: 18,336 shares; 2025Q1: 18,702 shares; 2025Q2: 18,724 shares; 2025Q3: 18,692 shares; 2025Q4: 17,799 shares; 2026Q1: 5,803 shares; 2026Q2: 4,248 shares 4,248$418K0.01%-1,555Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,586 shares; 2024Q4: 25,425 shares; 2025Q1: 4,286 shares; 2025Q2: 3,834 shares; 2025Q3: not reported; 2025Q4: 4,149 shares; 2026Q1: 9,108 shares; 2026Q2: 8,676 shares 8,676$416K0.01%-432Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,793 shares; 2024Q4: 1,641 shares; 2025Q1: 1,646 shares; 2025Q2: 1,640 shares; 2025Q3: 1,627 shares; 2025Q4: 1,481 shares; 2026Q1: 1,739 shares; 2026Q2: 1,505 shares 1,505$415K0.01%-234Timeline
FTXLFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,454 shares; 2025Q4: 3,605 shares; 2026Q1: 1,980 shares; 2026Q2: 1,455 shares 1,455$415K0.01%-525Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: 1,456 shares; 2025Q1: 1,895 shares; 2025Q2: 1,832 shares; 2025Q3: 1,849 shares; 2025Q4: 1,827 shares; 2026Q1: 1,789 shares; 2026Q2: 1,737 shares 1,737$413K0.01%-52Timeline
FXNCFIRST NATL CORP VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,528 shares; 2024Q4: 14,478 shares; 2025Q1: 14,403 shares; 2025Q2: 14,762 shares; 2025Q3: 14,603 shares; 2025Q4: 14,603 shares; 2026Q1: 14,503 shares; 2026Q2: 13,658 shares 13,658$410K0.01%-845Timeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,066 shares; 2024Q4: 36,603 shares; 2025Q1: 37,188 shares; 2025Q2: 37,059 shares; 2025Q3: 7,102 shares; 2025Q4: 7,103 shares; 2026Q1: 7,089 shares; 2026Q2: 7,075 shares 7,075$410K0.01%-14Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,698 shares; 2024Q4: 2,502 shares; 2025Q1: 3,107 shares; 2025Q2: 2,890 shares; 2025Q3: 3,015 shares; 2025Q4: 3,400 shares; 2026Q1: 3,591 shares; 2026Q2: 3,021 shares 3,021$409K0.01%-570Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,211 shares; 2024Q4: 40,123 shares; 2025Q1: 39,690 shares; 2025Q2: 39,633 shares; 2025Q3: 39,864 shares; 2025Q4: 41,353 shares; 2026Q1: 39,089 shares; 2026Q2: 37,718 shares 37,718$407K0.01%-1,371Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,303 shares; 2025Q1: 1,338 shares; 2025Q2: 1,843 shares; 2025Q3: 1,697 shares; 2025Q4: 1,827 shares; 2026Q1: 2,104 shares; 2026Q2: 2,024 shares 2,024$406K0.01%-80Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,529 shares; 2025Q2: 9,553 shares; 2025Q3: 9,265 shares; 2025Q4: 9,285 shares; 2026Q1: 8,678 shares; 2026Q2: 8,697 shares 8,697$406K0.01%+19Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,884 shares; 2024Q4: 10,255 shares; 2025Q1: 10,007 shares; 2025Q2: 10,063 shares; 2025Q3: 9,971 shares; 2025Q4: 11,064 shares; 2026Q1: 9,102 shares; 2026Q2: 6,007 shares 6,007$405K0.01%-3,095Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 892 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 2,526 shares; 2025Q4: 1,604 shares; 2026Q1: 791 shares; 2026Q2: 648 shares 648$404K0.01%-143Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,541 shares; 2025Q4: 7,531 shares; 2026Q1: 7,673 shares; 2026Q2: 7,705 shares 7,705$404K0.01%+32Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,488 shares; 2024Q4: 14,034 shares; 2025Q1: 13,574 shares; 2025Q2: 12,204 shares; 2025Q3: 12,425 shares; 2025Q4: 26,140 shares; 2026Q1: 13,697 shares; 2026Q2: 5,148 shares 5,148$401K0.01%-8,549Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; 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: 338 shares; 2026Q2: 290 shares 290$401K0.01%-48Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,764 shares; 2024Q4: 1,731 shares; 2025Q1: 1,955 shares; 2025Q2: 2,142 shares; 2025Q3: 2,069 shares; 2025Q4: 2,063 shares; 2026Q1: 2,807 shares; 2026Q2: 2,526 shares 2,526$401K0.01%-281Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 4,450 shares; 2025Q4: 1,917 shares; 2026Q1: 5,120 shares; 2026Q2: 1,798 shares 1,798$401K0.01%-3,322Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 2,656 shares; 2026Q1: 1,367 shares; 2026Q2: 1,411 shares 1,411$401K0.01%+44Timeline
HFEQTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,171 shares; 2026Q2: 16,227 shares 16,227$399K0.01%+1,056Timeline
WEEIULTIMUS MANAGERS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,716 shares; 2025Q4: 16,619 shares; 2026Q1: 17,602 shares; 2026Q2: 17,798 shares 17,798$394K0.01%+196Timeline
SPYTTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,353 shares; 2025Q4: 16,856 shares; 2026Q1: 20,439 shares; 2026Q2: 22,354 shares 22,354$392K0.01%+1,915Timeline
EVSBMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,175 shares; 2024Q4: 36,553 shares; 2025Q1: 736,545 shares; 2025Q2: 42,007 shares; 2025Q3: 20,905 shares; 2025Q4: 9,634 shares; 2026Q1: 9,489 shares; 2026Q2: 7,675 shares 7,675$390K0.01%-1,814Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,550 shares; 2025Q2: 21,798 shares; 2025Q3: 22,869 shares; 2025Q4: 19,614 shares; 2026Q1: 14,163 shares; 2026Q2: 13,176 shares 13,176$386K0.01%-987Timeline
PWRDTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,142 shares 3,142$386K0.01%newTimeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,529 shares; 2025Q3: 1,629 shares; 2025Q4: 1,882 shares; 2026Q1: 2,155 shares; 2026Q2: 1,701 shares 1,701$386K0.01%-454Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares; 2026Q1: 1,330 shares; 2026Q2: 1,280 shares 1,280$385K0.01%-50Timeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; 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: 11,026 shares; 2026Q2: 12,064 shares 12,064$384K0.01%+1,038Timeline
LQDHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,468 shares; 2024Q4: 4,158 shares; 2025Q1: 4,162 shares; 2025Q2: 4,513 shares; 2025Q3: 4,578 shares; 2025Q4: 5,178 shares; 2026Q1: 6,935 shares; 2026Q2: 4,092 shares 4,092$381K0.01%-2,843Timeline
ASAASA GOLD AND PRECIOUS MTLS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,298 shares; 2025Q2: 7,298 shares; 2025Q3: 7,298 shares; 2025Q4: 7,298 shares; 2026Q1: 7,298 shares; 2026Q2: 7,298 shares 7,298$380K0.01%0Timeline
ORREA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,417 shares 10,417$378K0.01%newTimeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,887 shares; 2024Q4: 4,588 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,658 shares; 2026Q1: 1,882 shares; 2026Q2: 2,377 shares 2,377$376K0.01%+495Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,130 shares; 2024Q4: 74,911 shares; 2025Q1: 75,474 shares; 2025Q2: 11,005 shares; 2025Q3: 19,748 shares; 2025Q4: 16,183 shares; 2026Q1: 18,052 shares; 2026Q2: 15,996 shares 15,996$375K0.01%-2,056Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,416 shares; 2024Q4: 8,775 shares; 2025Q1: 8,262 shares; 2025Q2: 8,166 shares; 2025Q3: 7,814 shares; 2025Q4: 8,304 shares; 2026Q1: 8,014 shares; 2026Q2: 2,423 shares 2,423$372K0.01%-5,591Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,523 shares; 2025Q3: 3,567 shares; 2025Q4: 4,620 shares; 2026Q1: 4,900 shares; 2026Q2: 4,904 shares 4,904$372K0.01%+4Timeline
DFSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,765 shares; 2025Q2: 6,765 shares; 2025Q3: 6,765 shares; 2025Q4: 6,765 shares; 2026Q1: 6,765 shares; 2026Q2: 7,131 shares 7,131$372K0.01%+366Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,974 shares; 2024Q4: 2,789 shares; 2025Q1: 3,041 shares; 2025Q2: 2,685 shares; 2025Q3: 2,675 shares; 2025Q4: 3,244 shares; 2026Q1: 3,168 shares; 2026Q2: 2,368 shares 2,368$371K0.01%-800Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,534 shares; 2024Q4: 2,508 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares; 2026Q1: 1,979 shares; 2026Q2: 1,979 shares 1,979$370K0.01%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,494 shares; 2024Q4: 3,440 shares; 2025Q1: 4,864 shares; 2025Q2: 4,902 shares; 2025Q3: 4,858 shares; 2025Q4: 5,249 shares; 2026Q1: 5,113 shares; 2026Q2: 2,969 shares 2,969$369K0.01%-2,144Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 767 shares; 2024Q4: 745 shares; 2025Q1: 882 shares; 2025Q2: 875 shares; 2025Q3: 967 shares; 2025Q4: 940 shares; 2026Q1: 1,051 shares; 2026Q2: 1,071 shares 1,071$369K0.01%+20Timeline
SGSWEETGREEN INCQuarterly shares; 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: 40,973 shares; 2026Q2: 41,687 shares 41,687$367K0.01%+714Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 1,000 shares; 2025Q1: 905 shares; 2025Q2: 895 shares; 2025Q3: 889 shares; 2025Q4: 917 shares; 2026Q1: 978 shares; 2026Q2: 975 shares 975$366K0.01%-3Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,706 shares; 2024Q4: 3,924 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,062 shares; 2026Q1: 4,539 shares; 2026Q2: 3,904 shares 3,904$366K0.01%-635Timeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,496 shares; 2025Q1: 7,054 shares; 2025Q2: 7,504 shares; 2025Q3: 7,104 shares; 2025Q4: 6,663 shares; 2026Q1: 6,024 shares; 2026Q2: 5,881 shares 5,881$365K0.01%-143Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,763 shares; 2024Q4: 36,197 shares; 2025Q1: 33,427 shares; 2025Q2: 33,304 shares; 2025Q3: 31,333 shares; 2025Q4: 32,464 shares; 2026Q1: 17,237 shares; 2026Q2: 14,774 shares 14,774$363K0.01%-2,463Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,864 shares; 2024Q4: 4,220 shares; 2025Q1: 2,811 shares; 2025Q2: 2,715 shares; 2025Q3: 2,698 shares; 2025Q4: 2,619 shares; 2026Q1: 1,505 shares; 2026Q2: 1,290 shares 1,290$363K0.01%-215Timeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,621 shares; 2024Q4: 9,261 shares; 2025Q1: 8,830 shares; 2025Q2: 8,305 shares; 2025Q3: 7,892 shares; 2025Q4: 7,134 shares; 2026Q1: 5,051 shares; 2026Q2: 5,308 shares 5,308$362K0.01%+257Timeline
WQTMWISDOMTREE TRQuarterly shares; 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: 9,549 shares 9,549$361K0.01%newTimeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,944 shares; 2025Q3: 2,178 shares; 2025Q4: 1,978 shares; 2026Q1: 2,126 shares; 2026Q2: 2,187 shares 2,187$361K0.01%+61Timeline
XMPTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,700 shares; 2025Q4: 14,702 shares; 2026Q1: 14,703 shares; 2026Q2: 16,139 shares 16,139$361K0.01%+1,436Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,118 shares; 2024Q4: 4,542 shares; 2025Q1: 4,525 shares; 2025Q2: 4,485 shares; 2025Q3: 4,410 shares; 2025Q4: 3,163 shares; 2026Q1: 3,121 shares; 2026Q2: 2,967 shares 2,967$360K0.01%-154Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,271 shares; 2024Q4: 2,289 shares; 2025Q1: 2,584 shares; 2025Q2: 2,564 shares; 2025Q3: 2,564 shares; 2025Q4: 3,148 shares; 2026Q1: 3,148 shares; 2026Q2: 3,148 shares 3,148$359K0.01%0Timeline
ISCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,837 shares; 2025Q3: 4,776 shares; 2025Q4: 4,764 shares; 2026Q1: 5,800 shares; 2026Q2: 5,466 shares 5,466$358K0.01%-334Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,101 shares; 2024Q4: 4,110 shares; 2025Q1: 4,033 shares; 2025Q2: 4,795 shares; 2025Q3: 4,643 shares; 2025Q4: 4,580 shares; 2026Q1: 4,587 shares; 2026Q2: 4,340 shares 4,340$357K0.01%-247Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,143 shares; 2024Q4: 29,642 shares; 2025Q1: 28,245 shares; 2025Q2: 28,223 shares; 2025Q3: 27,726 shares; 2025Q4: 21,537 shares; 2026Q1: 14,386 shares; 2026Q2: 14,142 shares 14,142$357K0.01%-244Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,149 shares; 2024Q4: 1,940 shares; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,522 shares; 2025Q4: 2,453 shares; 2026Q1: 2,554 shares; 2026Q2: 2,554 shares 2,554$350K0.01%0Timeline
NPVNUVEEN VA QUALITY MUN INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,129 shares; 2024Q4: 27,539 shares; 2025Q1: 27,755 shares; 2025Q2: 28,172 shares; 2025Q3: 28,719 shares; 2025Q4: 29,382 shares; 2026Q1: 29,713 shares; 2026Q2: 30,220 shares 30,220$350K0.01%+507Timeline
DYDYCOM INDS INCQuarterly shares; 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: 684 shares; 2026Q1: 677 shares; 2026Q2: 691 shares 691$349K0.01%+14Timeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,331 shares; 2024Q4: 6,186 shares; 2025Q1: 6,116 shares; 2025Q2: 6,250 shares; 2025Q3: 6,305 shares; 2025Q4: 7,305 shares; 2026Q1: 7,505 shares; 2026Q2: 7,595 shares 7,595$349K0.01%+90Timeline
QLCFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,402 shares; 2024Q4: 4,402 shares; 2025Q1: 4,402 shares; 2025Q2: 3,899 shares; 2025Q3: 3,899 shares; 2025Q4: 3,899 shares; 2026Q1: 3,839 shares; 2026Q2: 3,839 shares 3,839$345K0.01%0Timeline
RLYSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,753 shares; 2026Q1: 11,091 shares; 2026Q2: 9,990 shares 9,990$345K0.01%-1,101Timeline
CSMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,588 shares; 2024Q4: 4,520 shares; 2025Q1: 4,475 shares; 2025Q2: 4,445 shares; 2025Q3: 4,422 shares; 2025Q4: 4,072 shares; 2026Q1: 4,044 shares; 2026Q2: 4,030 shares 4,030$343K0.01%-14Timeline
QFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,724 shares; 2026Q1: 10,586 shares; 2026Q2: 9,412 shares 9,412$343K0.01%-1,174Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,808 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,810 shares; 2025Q4: not reported; 2026Q1: 5,388 shares; 2026Q2: 6,492 shares 6,492$343K0.01%+1,104Timeline
BARGRANITESHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,895 shares; 2025Q4: 7,366 shares; 2026Q1: 9,755 shares; 2026Q2: 8,610 shares 8,610$340K0.01%-1,145Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,295 shares; 2025Q1: 1,342 shares; 2025Q2: 1,276 shares; 2025Q3: 1,445 shares; 2025Q4: 1,615 shares; 2026Q1: 1,635 shares; 2026Q2: 1,541 shares 1,541$340K0.01%-94Timeline
HWAYTHEMES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,668 shares; 2025Q3: 8,668 shares; 2025Q4: 8,664 shares; 2026Q1: 8,665 shares; 2026Q2: 8,665 shares 8,665$340K0.01%0Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,229 shares 10,229$340K0.01%newTimeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,628 shares; 2025Q3: 16,348 shares; 2025Q4: 16,633 shares; 2026Q1: 14,971 shares; 2026Q2: 12,428 shares 12,428$339K0.01%-2,543Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,035 shares; 2024Q4: 7,961 shares; 2025Q1: 7,809 shares; 2025Q2: 7,567 shares; 2025Q3: 7,557 shares; 2025Q4: 7,492 shares; 2026Q1: 9,250 shares; 2026Q2: 9,921 shares 9,921$337K0.01%+671Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,147 shares; 2026Q2: 4,840 shares 4,840$336K0.01%+1,693Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,491 shares; 2025Q1: 14,491 shares; 2025Q2: 14,491 shares; 2025Q3: 14,491 shares; 2025Q4: 14,491 shares; 2026Q1: 14,491 shares; 2026Q2: 14,491 shares 14,491$334K0.01%0Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,974 shares; 2024Q4: 5,439 shares; 2025Q1: 3,727 shares; 2025Q2: 3,952 shares; 2025Q3: 3,961 shares; 2025Q4: 4,045 shares; 2026Q1: 4,052 shares; 2026Q2: 3,308 shares 3,308$334K0.01%-744Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,847 shares; 2024Q4: 4,009 shares; 2025Q1: 4,411 shares; 2025Q2: 4,298 shares; 2025Q3: 4,450 shares; 2025Q4: 4,713 shares; 2026Q1: 5,362 shares; 2026Q2: 3,618 shares 3,618$332K0.01%-1,744Timeline
PBWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,378 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,497 shares 8,497$331K0.01%newTimeline
WTVWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,182 shares; 2026Q2: 3,252 shares 3,252$331K0.01%+70Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,068 shares; 2024Q4: 2,390 shares; 2025Q1: 2,868 shares; 2025Q2: 3,014 shares; 2025Q3: 2,532 shares; 2025Q4: 2,677 shares; 2026Q1: 2,678 shares; 2026Q2: 3,000 shares 3,000$330K0.01%+322Timeline
PSCHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,294 shares 6,294$330K0.01%newTimeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,408 shares; 2024Q4: 10,259 shares; 2025Q1: 13,068 shares; 2025Q2: 8,360 shares; 2025Q3: 8,343 shares; 2025Q4: 8,332 shares; 2026Q1: 6,301 shares; 2026Q2: 6,487 shares 6,487$328K0.01%+186Timeline
RSPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,192 shares; 2024Q4: 4,985 shares; 2025Q1: 5,208 shares; 2025Q2: 4,645 shares; 2025Q3: 4,636 shares; 2025Q4: 3,235 shares; 2026Q1: 3,328 shares; 2026Q2: 3,342 shares 3,342$327K0.01%+14Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,860 shares; 2026Q1: 13,951 shares; 2026Q2: 12,576 shares 12,576$326K0.01%-1,375Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,192 shares; 2025Q3: 4,011 shares; 2025Q4: 4,462 shares; 2026Q1: 4,453 shares; 2026Q2: 4,417 shares 4,417$326K0.01%-36Timeline
ARMARM HOLDINGS PLCQuarterly shares; 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: 919 shares 919$326K0.01%newTimeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,772 shares 3,772$325K0.01%newTimeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,530 shares; 2024Q4: 28,239 shares; 2025Q1: 28,919 shares; 2025Q2: 28,928 shares; 2025Q3: 28,869 shares; 2025Q4: 29,862 shares; 2026Q1: 23,663 shares; 2026Q2: 17,988 shares 17,988$325K0.01%-5,675Timeline
FELGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,666 shares; 2025Q2: 7,497 shares; 2025Q3: 7,498 shares; 2025Q4: 7,499 shares; 2026Q1: 7,499 shares; 2026Q2: 7,425 shares 7,425$325K0.01%-74Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,162 shares; 2024Q4: 7,162 shares; 2025Q1: 6,858 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares; 2025Q4: 6,667 shares; 2026Q1: 6,667 shares; 2026Q2: 6,489 shares 6,489$324K0.01%-178Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,598 shares; 2024Q4: 13,553 shares; 2025Q1: 10,439 shares; 2025Q2: 11,876 shares; 2025Q3: 11,521 shares; 2025Q4: 11,017 shares; 2026Q1: 12,269 shares; 2026Q2: 14,407 shares 14,407$322K0.01%+2,138Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 918 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,188 shares; 2026Q1: 2,388 shares; 2026Q2: 2,124 shares 2,124$321K0.01%-264Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,957 shares; 2025Q4: 1,621 shares; 2026Q1: not reported; 2026Q2: 814 shares 814$321K0.01%newTimeline
SFLRINNOVATOR ETFS TRUSTQuarterly shares; 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: 5,911 shares; 2026Q1: 9,540 shares; 2026Q2: 8,316 shares 8,316$321K0.01%-1,224Timeline
VIXYPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,031 shares; 2026Q2: 14,999 shares 14,999$319K0.01%+2,968Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,498 shares; 2025Q1: 5,927 shares; 2025Q2: 6,018 shares; 2025Q3: 6,282 shares; 2025Q4: 6,346 shares; 2026Q1: 5,855 shares; 2026Q2: 5,732 shares 5,732$318K0.01%-123Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,791 shares; 2024Q4: 16,415 shares; 2025Q1: 13,315 shares; 2025Q2: 10,090 shares; 2025Q3: 8,359 shares; 2025Q4: 6,834 shares; 2026Q1: not reported; 2026Q2: 5,461 shares 5,461$318K0.01%newTimeline
KIMKIMCO REALTY CORPQuarterly shares; 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: 10,064 shares; 2026Q2: 12,514 shares 12,514$317K0.01%+2,450Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,638 shares; 2024Q4: 2,927 shares; 2025Q1: 3,383 shares; 2025Q2: not reported; 2025Q3: 4,944 shares; 2025Q4: 5,131 shares; 2026Q1: not reported; 2026Q2: 3,026 shares 3,026$316K0.01%newTimeline
CMBSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,090 shares; 2024Q4: 5,829 shares; 2025Q1: 5,827 shares; 2025Q2: 5,932 shares; 2025Q3: 6,292 shares; 2025Q4: 6,971 shares; 2026Q1: 6,271 shares; 2026Q2: 6,485 shares 6,485$315K0.01%+214Timeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,248 shares; 2024Q4: 6,248 shares; 2025Q1: 6,248 shares; 2025Q2: 5,046 shares; 2025Q3: 5,131 shares; 2025Q4: 5,926 shares; 2026Q1: 7,898 shares; 2026Q2: 6,763 shares 6,763$315K0.01%-1,135Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,021 shares; 2024Q4: 5,693 shares; 2025Q1: 4,339 shares; 2025Q2: 4,546 shares; 2025Q3: 4,517 shares; 2025Q4: 4,971 shares; 2026Q1: 4,727 shares; 2026Q2: 2,891 shares 2,891$312K0.01%-1,836Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,820 shares; 2024Q4: 6,885 shares; 2025Q1: 7,458 shares; 2025Q2: 7,807 shares; 2025Q3: 8,160 shares; 2025Q4: 6,044 shares; 2026Q1: 5,500 shares; 2026Q2: 5,394 shares 5,394$312K0.01%-106Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,380 shares; 2025Q3: not reported; 2025Q4: 12,319 shares; 2026Q1: 12,352 shares; 2026Q2: 6,247 shares 6,247$311K0.01%-6,105Timeline
TACKCAPITOL SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,093 shares; 2024Q4: 30,180 shares; 2025Q1: 30,306 shares; 2025Q2: 16,257 shares; 2025Q3: 16,601 shares; 2025Q4: 16,118 shares; 2026Q1: 10,427 shares; 2026Q2: 9,744 shares 9,744$308K0.01%-683Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,065 shares; 2024Q4: 3,357 shares; 2025Q1: 3,467 shares; 2025Q2: 3,509 shares; 2025Q3: 3,534 shares; 2025Q4: 3,340 shares; 2026Q1: 3,622 shares; 2026Q2: 3,319 shares 3,319$308K0.01%-303Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,384 shares; 2024Q4: 14,802 shares; 2025Q1: 14,912 shares; 2025Q2: 16,848 shares; 2025Q3: 16,285 shares; 2025Q4: 18,492 shares; 2026Q1: 3,867 shares; 2026Q2: 4,380 shares 4,380$306K0.01%+513Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,985 shares; 2024Q4: 8,745 shares; 2025Q1: 29,097 shares; 2025Q2: 9,626 shares; 2025Q3: 9,983 shares; 2025Q4: 10,020 shares; 2026Q1: 8,802 shares; 2026Q2: 8,731 shares 8,731$306K0.01%-71Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,595 shares; 2026Q1: 4,787 shares; 2026Q2: 6,792 shares 6,792$305K0.01%+2,005Timeline
OVSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,148 shares 7,148$305K0.01%newTimeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,181 shares; 2024Q4: 7,340 shares; 2025Q1: 7,769 shares; 2025Q2: 6,852 shares; 2025Q3: 6,493 shares; 2025Q4: 6,888 shares; 2026Q1: 3,675 shares; 2026Q2: 3,360 shares 3,360$304K0.01%-315Timeline
EVSDMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,956 shares 5,956$303K0.01%newTimeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,157 shares; 2024Q4: 6,021 shares; 2025Q1: 5,869 shares; 2025Q2: 4,967 shares; 2025Q3: 4,926 shares; 2025Q4: 3,998 shares; 2026Q1: 3,630 shares; 2026Q2: 2,736 shares 2,736$302K0.01%-894Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,393 shares; 2025Q1: 1,361 shares; 2025Q2: 1,341 shares; 2025Q3: 1,339 shares; 2025Q4: 1,414 shares; 2026Q1: 1,340 shares; 2026Q2: 1,293 shares 1,293$302K0.01%-47Timeline
APGAPI GROUP CORPQuarterly shares; 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: 6,686 shares; 2026Q2: 7,096 shares 7,096$301K0.01%+410Timeline
SNDKSANDISK CORPQuarterly shares; 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: 132 shares 132$300K0.01%newTimeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,520 shares; 2025Q3: 2,384 shares; 2025Q4: 5,992 shares; 2026Q1: 3,845 shares; 2026Q2: 3,009 shares 3,009$300K0.01%-836Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 777 shares; 2025Q1: 1,803 shares; 2025Q2: 1,862 shares; 2025Q3: 1,793 shares; 2025Q4: 1,979 shares; 2026Q1: 1,835 shares; 2026Q2: 1,529 shares 1,529$297K0.01%-306Timeline
BSMUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,677 shares; 2026Q2: 13,550 shares 13,550$297K0.01%-127Timeline
SVOLSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,984 shares; 2025Q4: 15,652 shares; 2026Q1: 18,511 shares; 2026Q2: 18,507 shares 18,507$297K0.01%-4Timeline
NZACSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,444 shares; 2024Q4: 6,444 shares; 2025Q1: 6,444 shares; 2025Q2: 6,444 shares; 2025Q3: 6,448 shares; 2025Q4: 6,448 shares; 2026Q1: 6,444 shares; 2026Q2: 6,444 shares 6,444$296K0.01%0Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,774 shares; 2024Q4: 3,697 shares; 2025Q1: 3,725 shares; 2025Q2: 3,975 shares; 2025Q3: 4,224 shares; 2025Q4: 3,797 shares; 2026Q1: 3,536 shares; 2026Q2: 3,635 shares 3,635$296K0.01%+99Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; 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: 5,843 shares; 2026Q1: 6,042 shares; 2026Q2: 6,971 shares 6,971$295K0.01%+929Timeline
QLVFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,121 shares; 2024Q4: 6,420 shares; 2025Q1: 4,880 shares; 2025Q2: 4,838 shares; 2025Q3: 4,845 shares; 2025Q4: 5,137 shares; 2026Q1: 5,173 shares; 2026Q2: 3,903 shares 3,903$295K0.01%-1,270Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: 2,775 shares; 2026Q1: 2,763 shares; 2026Q2: 2,606 shares 2,606$295K0.01%-157Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,442 shares; 2026Q2: 11,252 shares 11,252$294K0.01%+1,810Timeline
MTGPWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,729 shares; 2025Q4: 7,837 shares; 2026Q1: 7,750 shares; 2026Q2: 6,642 shares 6,642$293K0.01%-1,108Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; 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: 459 shares 459$293K0.01%newTimeline
AIOVIRTUS ARTIFICIAL INTELLIGENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,231 shares; 2026Q1: 10,379 shares; 2026Q2: 10,419 shares 10,419$292K0.01%+40Timeline
GSYINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,336 shares; 2024Q4: 105,254 shares; 2025Q1: 135,864 shares; 2025Q2: 186,440 shares; 2025Q3: 217,559 shares; 2025Q4: 278,063 shares; 2026Q1: 314,374 shares; 2026Q2: 5,822 shares 5,822$292K0.01%-308,552Timeline
ERASERASCA INCQuarterly shares; 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: 15,168 shares; 2026Q1: 15,168 shares; 2026Q2: 15,924 shares 15,924$292K0.01%+756Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,079 shares; 2024Q4: 1,985 shares; 2025Q1: 2,167 shares; 2025Q2: 2,165 shares; 2025Q3: 2,024 shares; 2025Q4: 2,346 shares; 2026Q1: 2,737 shares; 2026Q2: 2,354 shares 2,354$290K0.01%-383Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,704 shares; 2025Q4: 8,602 shares; 2026Q1: 12,791 shares; 2026Q2: 7,858 shares 7,858$289K0.01%-4,933Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,861 shares; 2024Q4: 2,966 shares; 2025Q1: 2,666 shares; 2025Q2: 2,557 shares; 2025Q3: 2,603 shares; 2025Q4: 2,627 shares; 2026Q1: 2,778 shares; 2026Q2: 1,711 shares 1,711$287K0.01%-1,067Timeline
MNANYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,568 shares; 2024Q4: 13,099 shares; 2025Q1: 9,053 shares; 2025Q2: 9,886 shares; 2025Q3: 9,786 shares; 2025Q4: 8,281 shares; 2026Q1: 7,851 shares; 2026Q2: 7,851 shares 7,851$286K0.01%0Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,010 shares; 2024Q4: 3,756 shares; 2025Q1: 3,708 shares; 2025Q2: 3,712 shares; 2025Q3: 3,993 shares; 2025Q4: 3,664 shares; 2026Q1: 3,487 shares; 2026Q2: 1,936 shares 1,936$286K0.01%-1,551Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,149 shares; 2025Q3: 3,961 shares; 2025Q4: 3,165 shares; 2026Q1: 3,230 shares; 2026Q2: 3,232 shares 3,232$284K0.01%+2Timeline
AAAUGOLDMAN SACHS PHYSICAL GOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,833 shares; 2025Q2: 7,033 shares; 2025Q3: 7,903 shares; 2025Q4: 8,468 shares; 2026Q1: 8,568 shares; 2026Q2: 7,168 shares 7,168$284K0.01%-1,400Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: 922 shares; 2025Q1: 929 shares; 2025Q2: 945 shares; 2025Q3: 946 shares; 2025Q4: 799 shares; 2026Q1: 794 shares; 2026Q2: 795 shares 795$283K0.01%+1Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,208 shares; 2025Q3: 6,088 shares; 2025Q4: 6,113 shares; 2026Q1: 6,246 shares; 2026Q2: 5,750 shares 5,750$280K0.01%-496Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,355 shares; 2026Q2: 1,293 shares 1,293$280K0.01%-62Timeline
CGCBCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,998 shares; 2026Q2: 10,661 shares 10,661$279K0.01%+663Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,697 shares; 2024Q4: 2,491 shares; 2025Q1: 2,420 shares; 2025Q2: not reported; 2025Q3: 1,889 shares; 2025Q4: 2,462 shares; 2026Q1: 2,164 shares; 2026Q2: 2,042 shares 2,042$279K0.01%-122Timeline
POWAINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,767 shares; 2024Q4: 3,648 shares; 2025Q1: 3,483 shares; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares; 2025Q4: 3,490 shares; 2026Q1: 3,490 shares; 2026Q2: 3,140 shares 3,140$279K0.01%-350Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,575 shares; 2026Q1: 1,665 shares; 2026Q2: 1,654 shares 1,654$279K0.01%-11Timeline
XTNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,406 shares 2,406$278K0.01%newTimeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,754 shares 31,754$278K0.01%newTimeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,673 shares; 2024Q4: 10,901 shares; 2025Q1: 10,811 shares; 2025Q2: 10,843 shares; 2025Q3: 9,643 shares; 2025Q4: 9,673 shares; 2026Q1: 9,700 shares; 2026Q2: 6,656 shares 6,656$277K0.01%-3,044Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,185 shares; 2024Q4: 1,969 shares; 2025Q1: 1,819 shares; 2025Q2: 2,188 shares; 2025Q3: 2,195 shares; 2025Q4: 2,153 shares; 2026Q1: 2,025 shares; 2026Q2: 1,837 shares 1,837$276K0.01%-188Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 570 shares; 2025Q3: 616 shares; 2025Q4: 719 shares; 2026Q1: 756 shares; 2026Q2: 707 shares 707$276K0.01%-49Timeline
SCYBSCHWAB STRATEGIC TRQuarterly shares; 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: 10,500 shares; 2026Q2: 10,500 shares 10,500$275K0.01%0Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,125 shares; 2024Q4: 4,918 shares; 2025Q1: 5,395 shares; 2025Q2: 5,847 shares; 2025Q3: 5,426 shares; 2025Q4: 5,523 shares; 2026Q1: not reported; 2026Q2: 2,197 shares 2,197$273K0.01%newTimeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,400 shares; 2026Q2: 4,705 shares 4,705$273K0.01%+305Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,700 shares; 2024Q4: 17,526 shares; 2025Q1: 19,991 shares; 2025Q2: 25,693 shares; 2025Q3: 37,527 shares; 2025Q4: 32,642 shares; 2026Q1: 32,475 shares; 2026Q2: 25,024 shares 25,024$273K0.01%-7,451Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,033 shares; 2026Q1: 1,041 shares; 2026Q2: 1,057 shares 1,057$273K0.01%+16Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,198 shares; 2024Q4: 1,187 shares; 2025Q1: 1,667 shares; 2025Q2: 1,774 shares; 2025Q3: 1,759 shares; 2025Q4: 1,806 shares; 2026Q1: 1,815 shares; 2026Q2: 976 shares 976$272K0.01%-839Timeline
SHYMBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,724 shares; 2024Q4: not reported; 2025Q1: 18,791 shares; 2025Q2: 18,644 shares; 2025Q3: 17,160 shares; 2025Q4: 9,062 shares; 2026Q1: 11,462 shares; 2026Q2: 12,081 shares 12,081$271K0.01%+619Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,415 shares; 2024Q4: 6,518 shares; 2025Q1: 11,934 shares; 2025Q2: 6,088 shares; 2025Q3: 5,941 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,726 shares 6,726$271K0.01%newTimeline
EUDGWISDOMTREE TRQuarterly shares; 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: 6,947 shares; 2026Q2: 6,947 shares 6,947$270K0.01%0Timeline
CGDGCAPITAL GROUP DIVIDEND GROWEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,993 shares; 2025Q3: 12,812 shares; 2025Q4: 9,166 shares; 2026Q1: 7,152 shares; 2026Q2: 7,168 shares 7,168$269K0.01%+16Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,014 shares; 2025Q2: 4,920 shares; 2025Q3: 4,724 shares; 2025Q4: 4,363 shares; 2026Q1: 4,277 shares; 2026Q2: 4,344 shares 4,344$267K0.01%+67Timeline
UMMALISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,742 shares 6,742$266K0.01%newTimeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,940 shares; 2024Q4: 1,967 shares; 2025Q1: not reported; 2025Q2: 2,240 shares; 2025Q3: 1,840 shares; 2025Q4: not reported; 2026Q1: 2,216 shares; 2026Q2: 1,924 shares 1,924$265K0.01%-292Timeline
SNASNAP ON INCQuarterly shares; 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: 657 shares 657$264K0.01%newTimeline
JPEFJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,031 shares; 2025Q1: 23,188 shares; 2025Q2: 24,732 shares; 2025Q3: 4,300 shares; 2025Q4: 3,830 shares; 2026Q1: 3,283 shares; 2026Q2: 3,283 shares 3,283$264K0.01%0Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,916 shares; 2024Q4: 3,920 shares; 2025Q1: 4,078 shares; 2025Q2: 3,435 shares; 2025Q3: 3,286 shares; 2025Q4: 3,129 shares; 2026Q1: 2,958 shares; 2026Q2: 2,243 shares 2,243$264K<0.01%-715Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,462 shares 8,462$263K<0.01%newTimeline
EMEEMCOR GROUP INCQuarterly shares; 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: 278 shares; 2026Q2: 315 shares 315$261K<0.01%+37Timeline
UCBUNITED CMNTY BKS BLAIRSVLE GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,474 shares; 2024Q4: 8,539 shares; 2025Q1: 8,886 shares; 2025Q2: 8,965 shares; 2025Q3: 9,026 shares; 2025Q4: 9,091 shares; 2026Q1: 9,156 shares; 2026Q2: 7,412 shares 7,412$260K<0.01%-1,744Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,250 shares; 2025Q4: 4,578 shares; 2026Q1: not reported; 2026Q2: 1,293 shares 1,293$259K<0.01%newTimeline
AUSFGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares; 2026Q1: 5,285 shares; 2026Q2: 5,285 shares 5,285$258K<0.01%0Timeline
QQQEDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,218 shares; 2024Q4: 5,163 shares; 2025Q1: not reported; 2025Q2: 2,251 shares; 2025Q3: 2,186 shares; 2025Q4: 2,109 shares; 2026Q1: 2,149 shares; 2026Q2: 2,099 shares 2,099$256K<0.01%-50Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,778 shares; 2026Q1: 3,266 shares; 2026Q2: 2,720 shares 2,720$256K<0.01%-546Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,568 shares; 2024Q4: 13,928 shares; 2025Q1: 13,616 shares; 2025Q2: 96,697 shares; 2025Q3: 6,927 shares; 2025Q4: 7,047 shares; 2026Q1: 7,049 shares; 2026Q2: 6,948 shares 6,948$256K<0.01%-101Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,045 shares; 2024Q4: 6,474 shares; 2025Q1: 6,530 shares; 2025Q2: 11,717 shares; 2025Q3: 10,833 shares; 2025Q4: 7,497 shares; 2026Q1: 13,026 shares; 2026Q2: 6,262 shares 6,262$255K<0.01%-6,764Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,733 shares; 2024Q4: 17,940 shares; 2025Q1: 15,992 shares; 2025Q2: 16,661 shares; 2025Q3: 16,473 shares; 2025Q4: 12,701 shares; 2026Q1: 12,591 shares; 2026Q2: 12,098 shares 12,098$255K<0.01%-493Timeline
ITMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,694 shares; 2026Q2: 5,434 shares 5,434$255K<0.01%+740Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,354 shares; 2026Q2: 5,371 shares 5,371$255K<0.01%+17Timeline
LBLANDBRIDGE COMPANY LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,206 shares 3,206$254K<0.01%newTimeline
LUNRINTUITIVE MACHINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,928 shares; 2026Q1: 12,668 shares; 2026Q2: 11,818 shares 11,818$253K<0.01%-850Timeline
BUFZFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,871 shares; 2026Q1: 9,214 shares; 2026Q2: 8,998 shares 8,998$251K<0.01%-216Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,958 shares; 2026Q2: 5,990 shares 5,990$250K<0.01%+2,032Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,892 shares 3,892$250K<0.01%newTimeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,148 shares; 2024Q4: 19,259 shares; 2025Q1: 19,222 shares; 2025Q2: 19,565 shares; 2025Q3: 19,558 shares; 2025Q4: 13,320 shares; 2026Q1: 12,700 shares; 2026Q2: 6,081 shares 6,081$250K<0.01%-6,619Timeline
NUMVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,111 shares; 2024Q4: 5,890 shares; 2025Q1: 5,860 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 5,860 shares; 2026Q1: 5,860 shares; 2026Q2: 5,723 shares 5,723$249K<0.01%-137Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 901 shares 901$249K<0.01%newTimeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,964 shares; 2025Q1: 10,319 shares; 2025Q2: 10,327 shares; 2025Q3: 10,175 shares; 2025Q4: 10,183 shares; 2026Q1: 10,192 shares; 2026Q2: 10,427 shares 10,427$249K<0.01%+235Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,813 shares; 2025Q3: not reported; 2025Q4: 1,942 shares; 2026Q1: not reported; 2026Q2: 1,196 shares 1,196$247K<0.01%newTimeline
TDGTRANSDIGM GROUP INCQuarterly shares; 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: 185 shares 185$247K<0.01%newTimeline
NADNUVEEN QUALITY MUNCP INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,500 shares; 2024Q4: 28,593 shares; 2025Q1: 28,486 shares; 2025Q2: 22,135 shares; 2025Q3: 25,311 shares; 2025Q4: 20,346 shares; 2026Q1: 20,340 shares; 2026Q2: 20,340 shares 20,340$247K<0.01%0Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,158 shares; 2025Q2: 1,114 shares; 2025Q3: not reported; 2025Q4: 1,210 shares; 2026Q1: 1,235 shares; 2026Q2: 1,099 shares 1,099$246K<0.01%-136Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,449 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,449 shares; 2026Q1: 7,435 shares; 2026Q2: 5,940 shares 5,940$246K<0.01%-1,495Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 772 shares; 2024Q4: 661 shares; 2025Q1: 582 shares; 2025Q2: 576 shares; 2025Q3: 530 shares; 2025Q4: 577 shares; 2026Q1: 1,137 shares; 2026Q2: 941 shares 941$246K<0.01%-196Timeline
RSPFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,947 shares; 2024Q4: 4,749 shares; 2025Q1: 4,879 shares; 2025Q2: 4,317 shares; 2025Q3: 4,270 shares; 2025Q4: 3,794 shares; 2026Q1: 3,391 shares; 2026Q2: 3,161 shares 3,161$245K<0.01%-230Timeline
CGSDCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,846 shares; 2026Q1: 17,420 shares; 2026Q2: 9,513 shares 9,513$245K<0.01%-7,907Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,710 shares; 2024Q4: 30,359 shares; 2025Q1: 29,969 shares; 2025Q2: 29,994 shares; 2025Q3: 31,344 shares; 2025Q4: 23,406 shares; 2026Q1: 19,517 shares; 2026Q2: 17,775 shares 17,775$244K<0.01%-1,742Timeline
ROMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,570 shares 1,570$244K<0.01%newTimeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,403 shares; 2025Q2: 4,746 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,205 shares 5,205$244K<0.01%newTimeline
MLRGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350$244K<0.01%0Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,746 shares; 2024Q4: not reported; 2025Q1: 5,713 shares; 2025Q2: 5,728 shares; 2025Q3: 5,803 shares; 2025Q4: 6,224 shares; 2026Q1: 6,608 shares; 2026Q2: 6,398 shares 6,398$244K<0.01%-210Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,134 shares; 2025Q3: 5,134 shares; 2025Q4: 5,134 shares; 2026Q1: 5,134 shares; 2026Q2: 5,134 shares 5,134$243K<0.01%0Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,867 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,048 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,682 shares 6,682$242K<0.01%newTimeline
NASATEMA ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,975 shares 7,975$242K<0.01%newTimeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: 492 shares; 2025Q1: 748 shares; 2025Q2: 713 shares; 2025Q3: 693 shares; 2025Q4: 699 shares; 2026Q1: 723 shares; 2026Q2: 649 shares 649$242K<0.01%-74Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,097 shares; 2025Q4: 1,245 shares; 2026Q1: 1,270 shares; 2026Q2: 1,176 shares 1,176$241K<0.01%-94Timeline
UFOPROCURE ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,210 shares; 2026Q2: 4,735 shares 4,735$240K<0.01%-2,475Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,608 shares; 2026Q2: 4,119 shares 4,119$240K<0.01%+511Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,609 shares; 2025Q4: 5,606 shares; 2026Q1: 5,608 shares; 2026Q2: 5,596 shares 5,596$239K<0.01%-12Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,031 shares; 2026Q1: 2,294 shares; 2026Q2: 1,842 shares 1,842$239K<0.01%-452Timeline
HQLABRDN LIFE SCIENCES INVESTORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,301 shares; 2025Q2: 10,497 shares; 2025Q3: 10,813 shares; 2025Q4: 10,813 shares; 2026Q1: 11,515 shares; 2026Q2: 11,876 shares 11,876$238K<0.01%+361Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,276 shares; 2025Q1: 4,439 shares; 2025Q2: 2,115 shares; 2025Q3: 2,306 shares; 2025Q4: 2,832 shares; 2026Q1: 2,729 shares; 2026Q2: 3,133 shares 3,133$237K<0.01%+404Timeline
VSECVSE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,037 shares 1,037$237K<0.01%newTimeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,720 shares; 2025Q4: 5,740 shares; 2026Q1: 5,740 shares; 2026Q2: 5,764 shares 5,764$236K<0.01%+24Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,851 shares; 2026Q2: 2,057 shares 2,057$236K<0.01%+206Timeline
DBJPDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,017 shares; 2026Q2: 2,042 shares 2,042$234K<0.01%+25Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,423 shares; 2024Q4: 18,575 shares; 2025Q1: 18,918 shares; 2025Q2: 26,837 shares; 2025Q3: 72,157 shares; 2025Q4: 33,253 shares; 2026Q1: 24,700 shares; 2026Q2: 21,515 shares 21,515$234K<0.01%-3,185Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,674 shares; 2024Q4: 12,078 shares; 2025Q1: 13,508 shares; 2025Q2: 13,508 shares; 2025Q3: 13,508 shares; 2025Q4: 11,312 shares; 2026Q1: 11,062 shares; 2026Q2: 13,062 shares 13,062$234K<0.01%+2,000Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,029 shares; 2026Q1: 48,340 shares; 2026Q2: 5,808 shares 5,808$234K<0.01%-42,532Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,109 shares; 2024Q4: 1,337 shares; 2025Q1: not reported; 2025Q2: 1,334 shares; 2025Q3: 1,350 shares; 2025Q4: 1,319 shares; 2026Q1: 1,367 shares; 2026Q2: 1,299 shares 1,299$233K<0.01%-68Timeline
HNDLSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,041 shares; 2024Q4: 14,084 shares; 2025Q1: 13,452 shares; 2025Q2: 13,496 shares; 2025Q3: 13,541 shares; 2025Q4: 10,288 shares; 2026Q1: 10,168 shares; 2026Q2: 10,168 shares 10,168$232K<0.01%0Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,513 shares 4,513$232K<0.01%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,771 shares; 2024Q4: 2,789 shares; 2025Q1: 2,932 shares; 2025Q2: 2,917 shares; 2025Q3: 2,827 shares; 2025Q4: 2,758 shares; 2026Q1: 1,828 shares; 2026Q2: 1,417 shares 1,417$232K<0.01%-411Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,859 shares; 2024Q4: 4,198 shares; 2025Q1: 1,881 shares; 2025Q2: 1,993 shares; 2025Q3: 1,643 shares; 2025Q4: 1,802 shares; 2026Q1: 1,634 shares; 2026Q2: 1,663 shares 1,663$231K<0.01%+29Timeline
CAIQCALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,616 shares 8,616$231K<0.01%newTimeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,249 shares; 2025Q1: 1,256 shares; 2025Q2: not reported; 2025Q3: 1,376 shares; 2025Q4: 1,425 shares; 2026Q1: 1,499 shares; 2026Q2: 857 shares 857$230K<0.01%-642Timeline
OUSTOUSTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,673 shares 3,673$230K<0.01%newTimeline
RBUFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,388 shares 7,388$230K<0.01%newTimeline
GEOGEO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,746 shares 7,746$229K<0.01%newTimeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,060 shares; 2025Q3: not reported; 2025Q4: 10,971 shares; 2026Q1: 28,799 shares; 2026Q2: 9,073 shares 9,073$228K<0.01%-19,726Timeline
GMOMCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,465 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,336 shares; 2026Q2: 6,411 shares 6,411$228K<0.01%+75Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,298 shares; 2026Q1: 1,446 shares; 2026Q2: 1,299 shares 1,299$228K<0.01%-147Timeline
JBLJABIL INCQuarterly shares; 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: 590 shares 590$228K<0.01%newTimeline
IVOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,545 shares 1,545$226K<0.01%newTimeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,762 shares; 2024Q4: 2,658 shares; 2025Q1: 2,670 shares; 2025Q2: 2,034 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,895 shares 1,895$226K<0.01%newTimeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,054 shares; 2025Q3: 7,568 shares; 2025Q4: 7,134 shares; 2026Q1: 7,652 shares; 2026Q2: 4,561 shares 4,561$225K<0.01%-3,091Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,691 shares; 2026Q1: 2,555 shares; 2026Q2: 2,536 shares 2,536$225K<0.01%-19Timeline
IDNAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,658 shares 6,658$225K<0.01%newTimeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,111 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 975 shares; 2026Q1: not reported; 2026Q2: 877 shares 877$224K<0.01%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP106,630$18.1Mshares
JSIJANUS DETROIT STR TR117,093$6.04Mshares
BFCBANK FIRST CORP37,359$5.05Mshares
HONHONEYWELL INTL INC19,123$4.32Mshares
WCNWASTE CONNECTIONS INC22,784$3.7Mshares
VNLAJANUS DETROIT STR TR74,027$3.62Mshares
MCOMOODYS CORP6,472$2.82Mshares
ILDRFIRST TR EXCHNG TRADED FD VI58,641$1.75Mshares
BBYBEST BUY INC16,808$1.08Mshares
ODFLOLD DOMINION FREIGHT LINE IN5,161$1.01Mshares
ACWXISHARES TR12,884$882Kshares
PSDMPGIM ETF TR16,403$836Kshares
BROBROWN & BROWN INC11,150$727Kshares
EVRGEVERGY INC7,856$644Kshares
XNQPXNUVEEN PA INVT QUALITY MUN F53,440$638Kshares
FHIFEDERATED HERMES INC10,733$609Kshares
AEMAGNICO EAGLE MINES LTD2,786$566Kshares
BTIBRITISH AMERN TOB PLC9,664$565Kshares
UTGREAVES UTIL INCOME FD11,795$463Kshares
NUVBNUVATION BIO INC106,999$459Kshares
CDWCDW CORP3,728$451Kshares
OVBLISTED FDS TR21,481$441Kshares
CCLCARNIVAL CORP16,071$416Kshares
GEHCGE HEALTHCARE TECHNOLOGIES I5,778$411Kshares
HLTHILTON WORLDWIDE HLDGS INC1,282$390Kshares
WBIWATERBRIDGE INFRASTRUCTURE L13,901$372Kshares
PEBOPEOPLES BANCORP INC10,616$349Kshares
RPVINVESCO EXCHANGE TRADED FD T3,245$348Kshares
IDMOINVESCO EXCH TRADED FD TR II6,172$338Kshares
AKREPROFESIONALLY MANAGED PORTFO6,402$338Kshares
BIDUBAIDU INC3,008$335Kshares
IGIBISHARES TR6,147$327Kshares
ZTSZOETIS INC2,753$325Kshares
INCMFRANKLIN TEMPLETON ETF TR11,244$323Kshares
WECWEC ENERGY GROUP INC2,662$308Kshares
OVTLISTED FDS TR13,528$296Kshares
DUSBDIMENSIONAL ETF TRUST5,772$293Kshares
BTTBLACKROCK MUN TARGET TERM TR12,299$279Kshares
UTFCOHEN & STEERS INFRASTRUCTUR10,653$276Kshares
BKNGBOOKING HOLDINGS INC65$274Kshares
IQDGWISDOMTREE TR6,660$267Kshares
FTAFIRST TR EXCHANGE-TRADED ALP2,880$266Kshares
ESLTELBIT SYS LTD310$263Kshares
TPLTEXAS PACIFIC LAND CORPORATI545$259Kshares
IXJISHARES TR2,760$258Kshares
BUCKSIMPLIFY EXCHANGE TRADED FUN10,904$256Kshares
GDMNWISDOMTREE TR2,527$256Kshares
ATOATMOS ENERGY CORP1,383$255Kshares
SEIXVIRTUS ETF TR II10,872$251Kshares
ALBALBEMARLE CORP1,387$249Kshares
SPPPSPROTT ASSET MANAGEMENT LP15,917$247Kshares
TSCOTRACTOR SUPPLY CO5,439$246Kshares
ORLYOREILLY AUTOMOTIVE INC2,536$234Kshares
ZSZSCALER INC1,650$231Kshares
PAASPAN AMERN SILVER CORP4,202$230Kshares
WYWEYERHAEUSER CO9,320$228Kshares
COPPSPROTT FDS TR6,275$224Kshares
DAXGLOBAL X FDS5,277$222Kshares
SIISPROTT INC1,546$221Kshares
OXYOCCIDENTAL PETE CORP3,390$220Kshares
IHIISHARES TR4,100$219Kshares
WELLS FARGO & COWELLS FARGO & CO188$217Kshares
JOEST JOE CO3,450$217Kshares
SAPSAP SE1,264$216Kshares
AMANTERO MIDSTREAM CORP9,313$212Kshares
EWZISHARES INC5,512$212Kshares
CLXCLOROX CO DEL2,028$210Kshares
SOXLDIREXION SHARES ETF TRUST4,378$210Kshares
BLVVANGUARD BD INDEX FDS3,039$209Kshares
EPIWISDOMTREE TR5,122$209Kshares
BSXBOSTON SCIENTIFIC CORP3,321$208Kshares
UTHRUNITED THERAPEUTICS CORP DEL350$208Kshares
LRNSTRIDE INC2,320$205Kshares
SETMSPROTT FDS TR6,174$204Kshares
HIGHARTFORD INSURANCE GROUP INC1,494$202Kshares
UMHUMH PPTYS INC11,836$171Kshares
BDJBLACKROCK ENHANCED EQUITY DI19,594$169Kshares
ETVEATON VANCE TAX-MANAGED BUY-10,305$141Kshares
NBXGNEUBERGER NEXT GENERATION10,802$139Kshares
CIONCION INVT CORP15,517$106Kshares
USALIBERTY ALL STAR EQUITY FD15,502$86Kshares
AURAURORA INNOVATION INC16,413$67.6Kshares
ASGLIBERTY ALL-STAR GROWTH FD I13,739$65.3Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-000979 base2026-07-09acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001951757-26-000979 Quarter ended 2026-06-302026-07-09acceptance time not in the bulk data set
13F-HR 0001951757-26-000595 Quarter ended 2026-03-312026-04-14acceptance time not in the bulk data set
13F-HR 0001951757-26-000085 Quarter ended 2025-12-312026-01-14acceptance time not in the bulk data set
13F-HR 0001951757-25-001337 Quarter ended 2025-09-302025-11-07acceptance time not in the bulk data set
13F-HR 0001951757-25-000905 Quarter ended 2025-06-302025-07-22acceptance time not in the bulk data set
13F-HR 0001951757-25-000364 Quarter ended 2025-03-312025-04-15acceptance time not in the bulk data set
13F-HR 0001951757-25-000037 Quarter ended 2024-12-312025-01-15acceptance time not in the bulk data set
13F-HR 0001951757-24-001166 Quarter ended 2024-09-302024-11-04acceptance time not in the bulk data set
13F-HR 0001951757-24-000733 Quarter ended 2024-06-302024-08-12acceptance time not in the bulk data set
13F-HR 0001951757-24-000301 Quarter ended 2024-03-312024-04-15acceptance time not in the bulk data set
13F-HR 0001951757-24-000226 Quarter ended 2023-12-312024-02-06acceptance time not in the bulk data set
13F-HR 0001951757-23-000558 Quarter ended 2023-09-302023-10-12acceptance time not in the bulk data set
13F-HR 0001951757-23-000373 Quarter ended 2023-06-302023-07-17acceptance time not in the bulk data set
13F-HR 0001951757-23-000265 Quarter ended 2023-03-312023-05-04acceptance time not in the bulk data set
13F-HR 0001683059-23-000001 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set
13F-HR 0001683059-22-000005 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001683059-22-000004 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001683059-22-000003 Quarter ended 2022-03-312022-04-15acceptance time not in the bulk data set
13F-HR 0001683059-22-000002 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-HR 0001683059-21-000005 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001683059-21-000004 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001683059-21-000003 Quarter ended 2021-03-312021-04-30acceptance time not in the bulk data set
13F-HR 0001683059-21-000002 Quarter ended 2020-12-312021-02-12acceptance time not in the bulk data set
13F-HR 0001683059-20-000007 Quarter ended 2020-09-302020-10-29acceptance time not in the bulk data set
13F-HR 0001683059-20-000005 Quarter ended 2020-06-302020-07-29acceptance time not in the bulk data set
13F-HR 0001683059-20-000004 Quarter ended 2020-03-312020-04-29acceptance time not in the bulk data set
13F-HR 0001683059-20-000001 Quarter ended 2019-12-312020-01-29acceptance time not in the bulk data set
13F-HR 0001683059-19-000004 Quarter ended 2019-09-302019-10-17acceptance time not in the bulk data set
13F-HR 0001683059-19-000003 Quarter ended 2019-06-302019-07-30acceptance time not in the bulk data set
13F-HR 0001683059-19-000002 Quarter ended 2019-03-312019-05-13acceptance time not in the bulk data set
13F-HR 0001683059-19-000001 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0001683059-18-000004 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001683059-18-000003 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0001683059-18-000002 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001683059-18-000001 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0001683059-17-000003 Quarter ended 2017-09-302017-11-15acceptance time not in the bulk data set
13F-HR 0001683059-17-000002 Quarter ended 2017-06-302017-08-29acceptance time not in the bulk data set
13F-HR 0001683059-17-000001 Quarter ended 2017-03-312017-04-11acceptance time not in the bulk data set
13F-HR 0001516450-17-000002 Quarter ended 2016-12-312017-01-12acceptance time not in the bulk data set
13F-HR 0001683059-16-000004 Quarter ended 2016-09-302016-10-14acceptance time not in the bulk data set
13F-HR 0001683059-16-000001 Quarter ended 2016-06-302016-08-25acceptance time not in the bulk data set