IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,086 shares; 2024Q4: 5,492 shares; 2025Q1: 9,215 shares; 2025Q2: 10,363 shares; 2025Q3: 39,849 shares; 2025Q4: 68,939 shares; 2026Q1: 125,181 shares; 2026Q2: 149,301 shares 149,301 $112M 5.56% +24,120 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,886 shares; 2024Q4: 361,925 shares; 2025Q1: 359,120 shares; 2025Q2: 391,440 shares; 2025Q3: 386,371 shares; 2025Q4: 382,164 shares; 2026Q1: 422,306 shares; 2026Q2: 373,764 shares 373,764 $108M 5.37% -48,542 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,454 shares; 2024Q4: 120,032 shares; 2025Q1: 146,241 shares; 2025Q2: 171,307 shares; 2025Q3: 183,158 shares; 2025Q4: 176,127 shares; 2026Q1: 156,274 shares; 2026Q2: 152,268 shares 152,268 $56.3M 2.8% -4,006 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,563 shares; 2024Q4: 82,042 shares; 2025Q1: 110,091 shares; 2025Q2: 179,124 shares; 2025Q3: 156,090 shares; 2025Q4: 206,761 shares; 2026Q1: 275,706 shares; 2026Q2: 262,484 shares 262,484 $52.5M 2.61% -13,222 Timeline BFLB EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,032,349 shares; 2026Q1: 1,046,101 shares; 2026Q2: 944,860 shares 944,860 $51.4M 2.56% -101,241 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,596 shares; 2024Q4: 306,901 shares; 2025Q1: 261,501 shares; 2025Q2: 268,726 shares; 2025Q3: 325,206 shares; 2025Q4: 380,128 shares; 2026Q1: 531,492 shares; 2026Q2: 576,229 shares 576,229 $47.7M 2.37% +44,737 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,537 shares; 2025Q3: 149,980 shares; 2025Q4: 233,293 shares; 2026Q1: 459,137 shares; 2026Q2: 516,386 shares 516,386 $40.2M 2% +57,249 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,652 shares; 2025Q3: 154,755 shares; 2025Q4: 206,140 shares; 2026Q1: 364,349 shares; 2026Q2: 436,465 shares 436,465 $36M 1.79% +72,116 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,529 shares; 2024Q4: 24,572 shares; 2025Q1: 27,337 shares; 2025Q2: 42,056 shares; 2025Q3: 34,249 shares; 2025Q4: 62,813 shares; 2026Q1: 81,091 shares; 2026Q2: 90,642 shares 90,642 $33.8M 1.68% +9,551 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,057 shares; 2024Q4: 20,768 shares; 2025Q1: 20,774 shares; 2025Q2: 26,652 shares; 2025Q3: 26,695 shares; 2025Q4: 65,593 shares; 2026Q1: 92,913 shares; 2026Q2: 88,859 shares 88,859 $31.8M 1.58% -4,054 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,763 shares; 2025Q1: 4,661 shares; 2025Q2: 4,473 shares; 2025Q3: 64,115 shares; 2025Q4: 104,491 shares; 2026Q1: 231,674 shares; 2026Q2: 305,978 shares 305,978 $30.3M 1.5% +74,304 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,463 shares; 2025Q3: 124,843 shares; 2025Q4: 178,725 shares; 2026Q1: 325,895 shares; 2026Q2: 380,934 shares 380,934 $30.2M 1.5% +55,039 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,666 shares; 2024Q4: 103,866 shares; 2025Q1: 108,031 shares; 2025Q2: 122,705 shares; 2025Q3: 115,019 shares; 2025Q4: 91,253 shares; 2026Q1: 89,805 shares; 2026Q2: 80,454 shares 80,454 $28.4M 1.41% -9,351 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498,096 shares; 2024Q4: 1,108,046 shares; 2025Q1: 984,903 shares; 2025Q2: 989,497 shares; 2025Q3: 1,023,727 shares; 2025Q4: 1,037,777 shares; 2026Q1: 1,019,447 shares; 2026Q2: 1,021,329 shares 1,021,329 $28.3M 1.41% +1,882 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,840 shares; 2025Q3: 158,892 shares; 2025Q4: 181,089 shares; 2026Q1: 406,896 shares; 2026Q2: 581,531 shares 581,531 $27.3M 1.36% +174,635 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,252 shares; 2025Q4: 142,478 shares; 2026Q1: 48,670 shares; 2026Q2: 260,708 shares 260,708 $26.3M 1.31% +212,038 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,621 shares; 2025Q3: 91,740 shares; 2025Q4: 152,376 shares; 2026Q1: 243,522 shares; 2026Q2: 265,976 shares 265,976 $26.2M 1.3% +22,454 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667,526 shares; 2024Q4: 749,693 shares; 2025Q1: 770,717 shares; 2025Q2: 812,905 shares; 2025Q3: 857,845 shares; 2025Q4: 917,996 shares; 2026Q1: 948,018 shares; 2026Q2: 990,074 shares 990,074 $25.3M 1.26% +42,056 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,092 shares; 2024Q4: 54,492 shares; 2025Q1: 53,531 shares; 2025Q2: 58,632 shares; 2025Q3: 60,563 shares; 2025Q4: 52,171 shares; 2026Q1: 51,873 shares; 2026Q2: 48,597 shares 48,597 $24.3M 1.21% -3,276 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,544 shares; 2024Q4: 84,997 shares; 2025Q1: 83,643 shares; 2025Q2: 108,201 shares; 2025Q3: 95,197 shares; 2025Q4: 99,316 shares; 2026Q1: 102,859 shares; 2026Q2: 104,898 shares 104,898 $23.8M 1.18% +2,039 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,196 shares; 2024Q4: 22,826 shares; 2025Q1: 21,539 shares; 2025Q2: 22,939 shares; 2025Q3: 22,992 shares; 2025Q4: 30,868 shares; 2026Q1: 41,954 shares; 2026Q2: 40,971 shares 40,971 $23.1M 1.15% -983 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,260 shares; 2025Q3: 60,985 shares; 2025Q4: 106,690 shares; 2026Q1: 191,382 shares; 2026Q2: 227,669 shares 227,669 $22M 1.09% +36,287 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,292 shares; 2024Q4: 65,792 shares; 2025Q1: 62,642 shares; 2025Q2: 62,237 shares; 2025Q3: 63,664 shares; 2025Q4: 240,318 shares; 2026Q1: 507,625 shares; 2026Q2: 487,680 shares 487,680 $21.2M 1.05% -19,945 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,071 shares; 2024Q4: 65,711 shares; 2025Q1: 67,386 shares; 2025Q2: 82,352 shares; 2025Q3: 81,638 shares; 2025Q4: 68,761 shares; 2026Q1: 80,859 shares; 2026Q2: 86,348 shares 86,348 $20.6M 1.02% +5,489 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,628 shares; 2024Q4: 317,471 shares; 2025Q1: 296,559 shares; 2025Q2: 339,572 shares; 2025Q3: 285,278 shares; 2025Q4: 255,592 shares; 2026Q1: 179,952 shares; 2026Q2: 265,749 shares 265,749 $20.1M 1% +85,797 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,602 shares; 2024Q4: 110,669 shares; 2025Q1: 112,783 shares; 2025Q2: 181,867 shares; 2025Q3: 223,528 shares; 2025Q4: 229,978 shares; 2026Q1: 212,186 shares; 2026Q2: 205,128 shares 205,128 $19.8M 0.98% -7,058 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314,049 shares; 2026Q2: 348,921 shares 348,921 $17.9M 0.89% +34,872 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,876 shares; 2025Q3: 65,926 shares; 2025Q4: 104,671 shares; 2026Q1: 197,056 shares; 2026Q2: 224,405 shares 224,405 $17.5M 0.87% +27,349 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,099 shares; 2025Q3: 126,286 shares; 2025Q4: 172,944 shares; 2026Q1: 338,342 shares; 2026Q2: 242,169 shares 242,169 $17.2M 0.86% -96,173 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,937 shares; 2024Q4: 190,253 shares; 2025Q1: 174,729 shares; 2025Q2: 197,518 shares; 2025Q3: 193,887 shares; 2025Q4: 146,303 shares; 2026Q1: 147,746 shares; 2026Q2: 137,070 shares 137,070 $15.5M 0.77% -10,676 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,212 shares; 2026Q1: 18,927 shares; 2026Q2: 19,855 shares 19,855 $14.4M 0.71% +928 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,123 shares; 2024Q4: 37,667 shares; 2025Q1: 38,303 shares; 2025Q2: 38,957 shares; 2025Q3: 37,070 shares; 2025Q4: 26,751 shares; 2026Q1: 21,242 shares; 2026Q2: 17,990 shares 17,990 $14.3M 0.71% -3,252 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,392 shares; 2024Q4: 24,440 shares; 2025Q1: 24,485 shares; 2025Q2: 24,542 shares; 2025Q3: 24,602 shares; 2025Q4: 24,551 shares; 2026Q1: 24,641 shares; 2026Q2: 24,716 shares 24,716 $14.3M 0.71% +75 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,187 shares; 2024Q4: 65,243 shares; 2025Q1: 65,682 shares; 2025Q2: 71,477 shares; 2025Q3: 71,772 shares; 2025Q4: 71,916 shares; 2026Q1: 100,947 shares; 2026Q2: 102,069 shares 102,069 $14.3M 0.71% +1,122 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,691 shares; 2024Q4: 56,950 shares; 2025Q1: 58,311 shares; 2025Q2: 70,070 shares; 2025Q3: 69,166 shares; 2025Q4: 54,215 shares; 2026Q1: 59,970 shares; 2026Q2: 55,333 shares 55,333 $14.1M 0.7% -4,637 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,888 shares; 2024Q4: 14,935 shares; 2025Q1: 22,236 shares; 2025Q2: 33,996 shares; 2025Q3: 34,782 shares; 2025Q4: 97,326 shares; 2026Q1: 105,133 shares; 2026Q2: 102,298 shares 102,298 $14M 0.69% -2,835 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 258,407 shares; 2026Q1: 718,613 shares; 2026Q2: 677,311 shares 677,311 $13.7M 0.68% -41,302 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,290 shares; 2024Q4: 8,934 shares; 2025Q1: 13,055 shares; 2025Q2: 16,757 shares; 2025Q3: 12,718 shares; 2025Q4: 22,463 shares; 2026Q1: 33,588 shares; 2026Q2: 35,818 shares 35,818 $13.5M 0.67% +2,230 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,419 shares; 2026Q1: 286,783 shares; 2026Q2: 273,112 shares 273,112 $13.4M 0.67% -13,671 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,235 shares; 2024Q4: 215,990 shares; 2025Q1: 147,064 shares; 2025Q2: 208,109 shares; 2025Q3: 231,545 shares; 2025Q4: 211,500 shares; 2026Q1: 201,764 shares; 2026Q2: 195,672 shares 195,672 $13.2M 0.66% -6,092 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,093 shares; 2025Q4: 94,882 shares; 2026Q1: 197,158 shares; 2026Q2: 260,215 shares 260,215 $13.1M 0.65% +63,057 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,141 shares; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 5,992 shares; 2025Q3: 5,463 shares; 2025Q4: 9,921 shares; 2026Q1: 13,770 shares; 2026Q2: 12,152 shares 12,152 $12.9M 0.64% -1,618 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 1,909 shares; 2025Q1: 2,109 shares; 2025Q2: 3,325 shares; 2025Q3: 2,050 shares; 2025Q4: 5,955 shares; 2026Q1: 10,667 shares; 2026Q2: 10,779 shares 10,779 $12.9M 0.64% +112 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,322 shares; 2024Q4: 57,678 shares; 2025Q1: 246,801 shares; 2025Q2: 263,090 shares; 2025Q3: 155,354 shares; 2025Q4: 141,645 shares; 2026Q1: 167,669 shares; 2026Q2: 380,233 shares 380,233 $12.1M 0.6% +212,564 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,171 shares; 2024Q4: 72,329 shares; 2025Q1: 70,834 shares; 2025Q2: 77,803 shares; 2025Q3: 73,927 shares; 2025Q4: 57,860 shares; 2026Q1: 55,150 shares; 2026Q2: 47,636 shares 47,636 $12M 0.6% -7,514 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,423 shares; 2024Q4: 76,218 shares; 2025Q1: 81,610 shares; 2025Q2: 96,934 shares; 2025Q3: 95,126 shares; 2025Q4: 86,332 shares; 2026Q1: 78,379 shares; 2026Q2: 72,170 shares 72,170 $12M 0.59% -6,209 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,810 shares; 2024Q4: 36,851 shares; 2025Q1: 45,614 shares; 2025Q2: 45,065 shares; 2025Q3: 39,651 shares; 2025Q4: 39,861 shares; 2026Q1: 109,680 shares; 2026Q2: 100,315 shares 100,315 $11.7M 0.58% -9,365 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,509 shares; 2026Q1: 12,361 shares; 2026Q2: 9,983 shares 9,983 $11.5M 0.57% -2,378 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,584 shares; 2026Q1: 229,310 shares; 2026Q2: 248,058 shares 248,058 $11.4M 0.56% +18,748 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376,855 shares; 2024Q4: 423,365 shares; 2025Q1: 428,388 shares; 2025Q2: 650,529 shares; 2025Q3: 649,043 shares; 2025Q4: 557,443 shares; 2026Q1: 378,290 shares; 2026Q2: 310,495 shares 310,495 $11.3M 0.56% -67,795 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,862 shares; 2024Q4: 17,033 shares; 2025Q1: 16,846 shares; 2025Q2: 19,746 shares; 2025Q3: 18,148 shares; 2025Q4: 14,474 shares; 2026Q1: 13,835 shares; 2026Q2: 12,072 shares 12,072 $11.3M 0.56% -1,763 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,492 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,776 shares; 2025Q3: 1,404 shares; 2025Q4: 6,157 shares; 2026Q1: 15,476 shares; 2026Q2: 18,847 shares 18,847 $10.9M 0.54% +3,371 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,611 shares; 2024Q4: 599,917 shares; 2025Q1: 462,710 shares; 2025Q2: 658,530 shares; 2025Q3: 653,927 shares; 2025Q4: 558,393 shares; 2026Q1: 371,916 shares; 2026Q2: 300,206 shares 300,206 $10.1M 0.5% -71,710 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,019 shares; 2024Q4: 259,493 shares; 2025Q1: 258,292 shares; 2025Q2: 312,471 shares; 2025Q3: 323,776 shares; 2025Q4: 282,187 shares; 2026Q1: 200,819 shares; 2026Q2: 183,109 shares 183,109 $9.7M 0.48% -17,710 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,321 shares; 2024Q4: 30,027 shares; 2025Q1: 32,444 shares; 2025Q2: 37,597 shares; 2025Q3: 36,118 shares; 2025Q4: 38,360 shares; 2026Q1: 30,167 shares; 2026Q2: 29,282 shares 29,282 $9.58M 0.48% -885 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,231 shares; 2024Q4: 5,024 shares; 2025Q1: 5,877 shares; 2025Q2: 10,025 shares; 2025Q3: 9,539 shares; 2025Q4: 12,062 shares; 2026Q1: 12,421 shares; 2026Q2: 11,687 shares 11,687 $8.73M 0.43% -734 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,574 shares; 2026Q1: 42,648 shares; 2026Q2: 39,613 shares 39,613 $8.43M 0.42% -3,035 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,098 shares; 2024Q4: 43,831 shares; 2025Q1: 41,526 shares; 2025Q2: 43,691 shares; 2025Q3: 41,246 shares; 2025Q4: 26,190 shares; 2026Q1: 20,733 shares; 2026Q2: 29,394 shares 29,394 $8.27M 0.41% +8,661 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,405 shares; 2026Q2: 42,598 shares 42,598 $8.08M 0.4% +2,193 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,827 shares; 2024Q4: 19,076 shares; 2025Q1: 19,148 shares; 2025Q2: 21,714 shares; 2025Q3: 20,922 shares; 2025Q4: 15,804 shares; 2026Q1: 17,067 shares; 2026Q2: 15,591 shares 15,591 $8.01M 0.4% -1,476 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,539 shares; 2024Q4: 148,114 shares; 2025Q1: 146,626 shares; 2025Q2: 215,979 shares; 2025Q3: 216,405 shares; 2025Q4: 185,142 shares; 2026Q1: 133,010 shares; 2026Q2: 108,101 shares 108,101 $7.98M 0.4% -24,909 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,324 shares; 2026Q1: 244,805 shares; 2026Q2: 242,352 shares 242,352 $7.95M 0.39% -2,453 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,954 shares; 2026Q2: 143,562 shares 143,562 $7.93M 0.39% +2,608 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 941 shares; 2024Q4: 1,250 shares; 2025Q1: 930 shares; 2025Q2: 1,147 shares; 2025Q3: 757 shares; 2025Q4: 14,207 shares; 2026Q1: 21,798 shares; 2026Q2: 18,649 shares 18,649 $7.75M 0.39% -3,149 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,038 shares; 2024Q4: 1,701 shares; 2025Q1: 1,124 shares; 2025Q2: 4,275 shares; 2025Q3: 4,491 shares; 2025Q4: 13,697 shares; 2026Q1: 22,964 shares; 2026Q2: 22,517 shares 22,517 $7.73M 0.38% -447 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,606 shares; 2024Q4: 8,969 shares; 2025Q1: 8,697 shares; 2025Q2: 13,664 shares; 2025Q3: 13,185 shares; 2025Q4: 17,008 shares; 2026Q1: 23,499 shares; 2026Q2: 18,054 shares 18,054 $7.59M 0.38% -5,445 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,820 shares; 2026Q2: 191,968 shares 191,968 $7.28M 0.36% +2,148 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 58,968 shares; 2025Q1: 58,365 shares; 2025Q2: 250,064 shares; 2025Q3: 246,825 shares; 2025Q4: 244,761 shares; 2026Q1: 246,185 shares; 2026Q2: 245,235 shares 245,235 $7.22M 0.36% -950 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,455 shares; 2024Q4: 91,142 shares; 2025Q1: 95,125 shares; 2025Q2: 97,246 shares; 2025Q3: 102,371 shares; 2025Q4: 107,275 shares; 2026Q1: 112,706 shares; 2026Q2: 115,295 shares 115,295 $6.89M 0.34% +2,589 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,213 shares; 2024Q4: 98,451 shares; 2025Q1: 104,677 shares; 2025Q2: 163,807 shares; 2025Q3: 177,874 shares; 2025Q4: 167,647 shares; 2026Q1: 93,611 shares; 2026Q2: 77,215 shares 77,215 $6.79M 0.34% -16,396 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 9 shares 9 $6.74M 0.33% -4 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,638 shares; 2024Q4: 6,242 shares; 2025Q1: 10,706 shares; 2025Q2: 13,340 shares; 2025Q3: 8,845 shares; 2025Q4: 28,173 shares; 2026Q1: 40,857 shares; 2026Q2: 45,841 shares 45,841 $6.72M 0.33% +4,984 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,855 shares; 2024Q4: 60,018 shares; 2025Q1: 60,210 shares; 2025Q2: 68,834 shares; 2025Q3: 67,062 shares; 2025Q4: 42,753 shares; 2026Q1: 34,999 shares; 2026Q2: 30,052 shares 30,052 $6.69M 0.33% -4,947 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,416 shares; 2024Q4: 7,466 shares; 2025Q1: 4,748 shares; 2025Q2: 10,514 shares; 2025Q3: 10,285 shares; 2025Q4: 62,225 shares; 2026Q1: 94,425 shares; 2026Q2: 81,499 shares 81,499 $6.62M 0.33% -12,926 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,946 shares; 2025Q2: not reported; 2025Q3: 312,310 shares; 2025Q4: 302,987 shares; 2026Q1: 114,666 shares; 2026Q2: 71,155 shares 71,155 $6.52M 0.32% -43,511 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 844 shares; 2024Q4: 850 shares; 2025Q1: 843 shares; 2025Q2: 983 shares; 2025Q3: 3,838 shares; 2025Q4: 5,303 shares; 2026Q1: 5,251 shares; 2026Q2: 5,531 shares 5,531 $6.5M 0.32% +280 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,601 shares; 2024Q4: 35,805 shares; 2025Q1: 38,710 shares; 2025Q2: 38,184 shares; 2025Q3: 31,780 shares; 2025Q4: 37,550 shares; 2026Q1: 50,852 shares; 2026Q2: 52,405 shares 52,405 $6.11M 0.3% +1,553 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,133 shares; 2025Q3: 3,294 shares; 2025Q4: 13,463 shares; 2026Q1: 19,909 shares; 2026Q2: 16,946 shares 16,946 $5.98M 0.3% -2,963 Timeline HYIN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,363 shares; 2026Q1: 424,306 shares; 2026Q2: 411,948 shares 411,948 $5.89M 0.29% -12,358 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,356 shares; 2024Q4: 47,744 shares; 2025Q1: 48,555 shares; 2025Q2: 76,864 shares; 2025Q3: 79,290 shares; 2025Q4: 77,620 shares; 2026Q1: 58,630 shares; 2026Q2: 49,175 shares 49,175 $5.85M 0.29% -9,455 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,924 shares; 2026Q1: 244,517 shares; 2026Q2: 228,279 shares 228,279 $5.83M 0.29% -16,238 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,829 shares; 2025Q4: 32,777 shares; 2026Q1: 95,696 shares; 2026Q2: 94,561 shares 94,561 $5.81M 0.29% -1,135 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,604 shares; 2024Q4: 120,542 shares; 2025Q1: 127,870 shares; 2025Q2: 201,721 shares; 2025Q3: 223,075 shares; 2025Q4: 208,408 shares; 2026Q1: 116,749 shares; 2026Q2: 92,925 shares 92,925 $5.78M 0.29% -23,824 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,708 shares; 2024Q4: 49,447 shares; 2025Q1: 48,506 shares; 2025Q2: 53,328 shares; 2025Q3: 48,901 shares; 2025Q4: 27,125 shares; 2026Q1: 20,764 shares; 2026Q2: 17,878 shares 17,878 $5.33M 0.26% -2,886 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,205 shares; 2025Q3: 2,455 shares; 2025Q4: 2,213 shares; 2026Q1: 3,528 shares; 2026Q2: 7,540 shares 7,540 $5.18M 0.26% +4,012 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,273 shares; 2024Q4: 214,075 shares; 2025Q1: 210,890 shares; 2025Q2: 236,417 shares; 2025Q3: 231,082 shares; 2025Q4: 162,497 shares; 2026Q1: 147,635 shares; 2026Q2: 121,780 shares 121,780 $5.16M 0.26% -25,855 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,687 shares; 2024Q4: 234,644 shares; 2025Q1: 247,815 shares; 2025Q2: 383,944 shares; 2025Q3: 410,259 shares; 2025Q4: 345,756 shares; 2026Q1: 184,469 shares; 2026Q2: 143,079 shares 143,079 $4.96M 0.25% -41,390 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,445 shares; 2025Q2: 10,701 shares; 2025Q3: 9,760 shares; 2025Q4: 10,450 shares; 2026Q1: 11,897 shares; 2026Q2: 11,481 shares 11,481 $4.95M 0.25% -416 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,955 shares; 2024Q4: 33,658 shares; 2025Q1: 35,828 shares; 2025Q2: 40,307 shares; 2025Q3: 38,131 shares; 2025Q4: 23,253 shares; 2026Q1: 16,530 shares; 2026Q2: 13,358 shares 13,358 $4.84M 0.24% -3,172 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,256 shares; 2024Q4: 121,447 shares; 2025Q1: 125,983 shares; 2025Q2: 142,009 shares; 2025Q3: 135,713 shares; 2025Q4: 76,306 shares; 2026Q1: 51,102 shares; 2026Q2: 40,599 shares 40,599 $4.83M 0.24% -10,503 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,555 shares; 2025Q4: 26,650 shares; 2026Q1: 26,250 shares; 2026Q2: 27,556 shares 27,556 $4.68M 0.23% +1,306 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,152 shares; 2024Q4: 61,401 shares; 2025Q1: 64,562 shares; 2025Q2: 97,525 shares; 2025Q3: 101,042 shares; 2025Q4: 96,964 shares; 2026Q1: 55,504 shares; 2026Q2: 43,032 shares 43,032 $4.47M 0.22% -12,472 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,658 shares; 2025Q3: 52,627 shares; 2025Q4: 52,488 shares; 2026Q1: 51,942 shares; 2026Q2: 49,219 shares 49,219 $4.37M 0.22% -2,723 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,432 shares; 2025Q1: 14,288 shares; 2025Q2: 14,210 shares; 2025Q3: 56,075 shares; 2025Q4: 72,953 shares; 2026Q1: 95,314 shares; 2026Q2: 118,148 shares 118,148 $4.31M 0.21% +22,834 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,617 shares; 2024Q4: 17,584 shares; 2025Q1: 19,401 shares; 2025Q2: 29,875 shares; 2025Q3: 30,059 shares; 2025Q4: 28,578 shares; 2026Q1: 32,642 shares; 2026Q2: 31,298 shares 31,298 $4.3M 0.21% -1,344 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,443 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,893 shares; 2025Q3: 14,074 shares; 2025Q4: 23,003 shares; 2026Q1: 34,993 shares; 2026Q2: 33,167 shares 33,167 $4.26M 0.21% -1,826 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,474 shares; 2024Q4: 15,687 shares; 2025Q1: 18,143 shares; 2025Q2: 20,272 shares; 2025Q3: 20,774 shares; 2025Q4: 13,247 shares; 2026Q1: 9,922 shares; 2026Q2: 8,338 shares 8,338 $4.25M 0.21% -1,584 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,153 shares; 2024Q4: 3,289 shares; 2025Q1: 3,298 shares; 2025Q2: 26,103 shares; 2025Q3: 25,768 shares; 2025Q4: 25,754 shares; 2026Q1: 25,775 shares; 2026Q2: 25,744 shares 25,744 $4.21M 0.21% -31 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,644 shares; 2024Q4: 71,955 shares; 2025Q1: 70,470 shares; 2025Q2: 96,443 shares; 2025Q3: 91,586 shares; 2025Q4: 54,702 shares; 2026Q1: 37,504 shares; 2026Q2: 29,179 shares 29,179 $4.18M 0.21% -8,325 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,344 shares 54,344 $4.17M 0.21% new Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,958 shares; 2026Q2: 85,488 shares 85,488 $4.13M 0.21% -470 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,711 shares; 2024Q4: 1,983 shares; 2025Q1: 1,986 shares; 2025Q2: 9,843 shares; 2025Q3: 8,918 shares; 2025Q4: 21,450 shares; 2026Q1: 31,707 shares; 2026Q2: 28,084 shares 28,084 $4.12M 0.2% -3,623 Timeline TRUT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,954 shares; 2026Q2: 130,281 shares 130,281 $4.09M 0.2% -10,673 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: 1,773 shares; 2025Q1: 1,748 shares; 2025Q2: 1,846 shares; 2025Q3: 1,818 shares; 2025Q4: 26,915 shares; 2026Q1: 49,229 shares; 2026Q2: 56,171 shares 56,171 $4.01M 0.2% +6,942 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,112 shares; 2025Q1: 1,124 shares; 2025Q2: 1,413 shares; 2025Q3: 1,384 shares; 2025Q4: 2,438 shares; 2026Q1: 4,524 shares; 2026Q2: 5,226 shares 5,226 $3.99M 0.2% +702 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,591 shares; 2024Q4: 61,057 shares; 2025Q1: 64,170 shares; 2025Q2: 99,544 shares; 2025Q3: 105,200 shares; 2025Q4: 89,880 shares; 2026Q1: 48,091 shares; 2026Q2: 38,127 shares 38,127 $3.96M 0.2% -9,964 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,609 shares; 2024Q4: 311,043 shares; 2025Q1: 170,386 shares; 2025Q2: 149,494 shares; 2025Q3: 98,417 shares; 2025Q4: 96,422 shares; 2026Q1: 80,756 shares; 2026Q2: 79,795 shares 79,795 $3.81M 0.19% -961 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,603 shares; 2024Q4: 3,598 shares; 2025Q1: 3,630 shares; 2025Q2: 5,084 shares; 2025Q3: 4,354 shares; 2025Q4: 11,450 shares; 2026Q1: 15,821 shares; 2026Q2: 14,061 shares 14,061 $3.8M 0.19% -1,760 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,770 shares; 2025Q2: 9,825 shares; 2025Q3: not reported; 2025Q4: 4,478 shares; 2026Q1: 7,696 shares; 2026Q2: 8,736 shares 8,736 $3.79M 0.19% +1,040 Timeline GXPC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,631 shares; 2026Q2: 126,659 shares 126,659 $3.77M 0.19% +28 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,265 shares; 2024Q4: 19,454 shares; 2025Q1: 7,300 shares; 2025Q2: 5,130 shares; 2025Q3: 4,743 shares; 2025Q4: 4,649 shares; 2026Q1: 3,737 shares; 2026Q2: 15,696 shares 15,696 $3.71M 0.18% +11,959 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,929 shares; 2026Q2: 94,033 shares 94,033 $3.65M 0.18% +1,104 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,290 shares; 2024Q4: 29,323 shares; 2025Q1: 24,209 shares; 2025Q2: 24,846 shares; 2025Q3: 22,346 shares; 2025Q4: 22,635 shares; 2026Q1: 31,839 shares; 2026Q2: 31,130 shares 31,130 $3.58M 0.18% -709 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,929 shares; 2024Q4: 41,872 shares; 2025Q1: 41,163 shares; 2025Q2: 46,444 shares; 2025Q3: 43,635 shares; 2025Q4: 25,919 shares; 2026Q1: 17,184 shares; 2026Q2: 13,133 shares 13,133 $3.49M 0.17% -4,051 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,149 shares; 2025Q3: 1,016 shares; 2025Q4: 4,690 shares; 2026Q1: 8,611 shares; 2026Q2: 9,246 shares 9,246 $3.46M 0.17% +635 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 572,399 shares; 2024Q4: 577,532 shares; 2025Q1: 590,708 shares; 2025Q2: 735,647 shares; 2025Q3: 750,272 shares; 2025Q4: 476,378 shares; 2026Q1: 181,598 shares; 2026Q2: 148,764 shares 148,764 $3.41M 0.17% -32,834 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,727 shares; 2024Q4: 56,489 shares; 2025Q1: 55,160 shares; 2025Q2: 63,071 shares; 2025Q3: 61,989 shares; 2025Q4: 40,142 shares; 2026Q1: 25,464 shares; 2026Q2: 21,502 shares 21,502 $3.32M 0.17% -3,962 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,009 shares; 2024Q4: 10,393 shares; 2025Q1: 10,969 shares; 2025Q2: 12,599 shares; 2025Q3: 11,783 shares; 2025Q4: 11,438 shares; 2026Q1: 12,053 shares; 2026Q2: 12,099 shares 12,099 $3.29M 0.16% +46 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,903 shares; 2024Q4: 73,072 shares; 2025Q1: 76,604 shares; 2025Q2: 87,112 shares; 2025Q3: 84,999 shares; 2025Q4: 45,373 shares; 2026Q1: 33,195 shares; 2026Q2: 23,894 shares 23,894 $3.24M 0.16% -9,301 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 687 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,548 shares; 2026Q1: 6,341 shares; 2026Q2: 9,315 shares 9,315 $3.18M 0.16% +2,974 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,564 shares 10,564 $3.15M 0.16% new Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,127 shares; 2024Q4: 110,169 shares; 2025Q1: 115,947 shares; 2025Q2: 181,869 shares; 2025Q3: 188,055 shares; 2025Q4: 179,722 shares; 2026Q1: 95,846 shares; 2026Q2: 75,319 shares 75,319 $3.14M 0.16% -20,527 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,041 shares; 2024Q4: 129,541 shares; 2025Q1: 138,934 shares; 2025Q2: 149,322 shares; 2025Q3: 147,244 shares; 2025Q4: 93,047 shares; 2026Q1: 60,936 shares; 2026Q2: 50,513 shares 50,513 $3.13M 0.16% -10,423 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,709 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,917 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,902 shares; 2026Q2: 16,873 shares 16,873 $3.12M 0.15% +13,971 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,150 shares; 2024Q4: 6,630 shares; 2025Q1: 7,016 shares; 2025Q2: 6,881 shares; 2025Q3: 6,875 shares; 2025Q4: 2,679 shares; 2026Q1: 4,014 shares; 2026Q2: 4,194 shares 4,194 $3.09M 0.15% +180 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,278 shares; 2026Q2: 12,380 shares 12,380 $3.05M 0.15% +102 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,873 shares; 2026Q2: 74,149 shares 74,149 $2.94M 0.15% +64,276 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,603 shares; 2026Q2: 24,753 shares 24,753 $2.91M 0.14% +21,150 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,873 shares; 2024Q4: 8,115 shares; 2025Q1: 8,424 shares; 2025Q2: 8,724 shares; 2025Q3: 9,197 shares; 2025Q4: 9,568 shares; 2026Q1: 12,917 shares; 2026Q2: 13,073 shares 13,073 $2.89M 0.14% +156 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,982 shares; 2026Q1: 255,488 shares; 2026Q2: 257,710 shares 257,710 $2.87M 0.14% +2,222 Timeline SEMI COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,021 shares; 2024Q4: 131,811 shares; 2025Q1: 131,463 shares; 2025Q2: 186,644 shares; 2025Q3: 183,253 shares; 2025Q4: 166,748 shares; 2026Q1: 91,734 shares; 2026Q2: 70,799 shares 70,799 $2.87M 0.14% -20,935 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 897 shares; 2026Q2: 9,493 shares 9,493 $2.86M 0.14% +8,596 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 2,898 shares; 2025Q1: 3,318 shares; 2025Q2: 3,412 shares; 2025Q3: 3,801 shares; 2025Q4: 10,642 shares; 2026Q1: 15,057 shares; 2026Q2: 14,971 shares 14,971 $2.85M 0.14% -86 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,949 shares; 2024Q4: 67,231 shares; 2025Q1: 70,662 shares; 2025Q2: 80,575 shares; 2025Q3: 78,488 shares; 2025Q4: 43,227 shares; 2026Q1: 27,991 shares; 2026Q2: 23,974 shares 23,974 $2.83M 0.14% -4,017 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,258 shares 16,258 $2.78M 0.14% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,858 shares; 2025Q3: 1,870 shares; 2025Q4: 12,689 shares; 2026Q1: 18,628 shares; 2026Q2: 16,313 shares 16,313 $2.74M 0.14% -2,315 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,131 shares; 2024Q4: 121,308 shares; 2025Q1: 116,837 shares; 2025Q2: 129,189 shares; 2025Q3: 121,859 shares; 2025Q4: 68,928 shares; 2026Q1: 45,623 shares; 2026Q2: 36,172 shares 36,172 $2.73M 0.14% -9,451 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,335 shares; 2025Q3: 64,102 shares; 2025Q4: 63,557 shares; 2026Q1: 63,181 shares; 2026Q2: 63,280 shares 63,280 $2.65M 0.13% +99 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,478 shares; 2024Q4: 6,747 shares; 2025Q1: 6,833 shares; 2025Q2: 8,308 shares; 2025Q3: 8,254 shares; 2025Q4: 8,374 shares; 2026Q1: 7,697 shares; 2026Q2: 7,849 shares 7,849 $2.63M 0.13% +152 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,639 shares; 2025Q4: 28,723 shares; 2026Q1: 43,523 shares; 2026Q2: 55,742 shares 55,742 $2.57M 0.13% +12,219 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,905 shares; 2024Q4: 368,738 shares; 2025Q1: 389,228 shares; 2025Q2: 444,784 shares; 2025Q3: 467,547 shares; 2025Q4: 373,532 shares; 2026Q1: 123,803 shares; 2026Q2: 98,427 shares 98,427 $2.53M 0.13% -25,376 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,569 shares; 2026Q2: 53,240 shares 53,240 $2.48M 0.12% +671 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,713 shares; 2024Q4: 83,149 shares; 2025Q1: 80,841 shares; 2025Q2: 82,942 shares; 2025Q3: 80,029 shares; 2025Q4: 43,586 shares; 2026Q1: 26,349 shares; 2026Q2: 22,017 shares 22,017 $2.45M 0.12% -4,332 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,970 shares; 2024Q4: 4,211 shares; 2025Q1: 6,427 shares; 2025Q2: 16,275 shares; 2025Q3: 15,503 shares; 2025Q4: 9,177 shares; 2026Q1: 7,070 shares; 2026Q2: 4,863 shares 4,863 $2.44M 0.12% -2,207 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,971 shares; 2024Q4: 10,053 shares; 2025Q1: 11,519 shares; 2025Q2: 193,885 shares; 2025Q3: 189,304 shares; 2025Q4: 89,278 shares; 2026Q1: 57,318 shares; 2026Q2: 42,120 shares 42,120 $2.41M 0.12% -15,198 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,413 shares; 2024Q4: 3,488 shares; 2025Q1: 3,389 shares; 2025Q2: 5,094 shares; 2025Q3: 5,364 shares; 2025Q4: 19,033 shares; 2026Q1: 28,843 shares; 2026Q2: 25,881 shares 25,881 $2.39M 0.12% -2,962 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,066 shares; 2024Q4: 30,504 shares; 2025Q1: 26,553 shares; 2025Q2: 26,962 shares; 2025Q3: 27,187 shares; 2025Q4: 25,319 shares; 2026Q1: 25,824 shares; 2026Q2: 26,170 shares 26,170 $2.38M 0.12% +346 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,106 shares; 2025Q3: 3,238 shares; 2025Q4: 13,494 shares; 2026Q1: 19,692 shares; 2026Q2: 18,742 shares 18,742 $2.37M 0.12% -950 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,266 shares; 2024Q4: 11,868 shares; 2025Q1: 11,942 shares; 2025Q2: 13,356 shares; 2025Q3: 13,603 shares; 2025Q4: 39,491 shares; 2026Q1: 55,346 shares; 2026Q2: 40,909 shares 40,909 $2.33M 0.12% -14,437 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,227 shares 68,227 $2.32M 0.12% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,581 shares; 2024Q4: 45,454 shares; 2025Q1: 50,326 shares; 2025Q2: 68,565 shares; 2025Q3: 67,499 shares; 2025Q4: 33,041 shares; 2026Q1: 20,974 shares; 2026Q2: 17,117 shares 17,117 $2.31M 0.11% -3,857 Timeline STXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,825 shares; 2026Q2: 117,523 shares 117,523 $2.31M 0.11% -1,302 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,667 shares; 2024Q4: 41,984 shares; 2025Q1: 43,728 shares; 2025Q2: 43,978 shares; 2025Q3: 43,967 shares; 2025Q4: 53,447 shares; 2026Q1: 53,137 shares; 2026Q2: 46,195 shares 46,195 $2.29M 0.11% -6,942 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,568 shares; 2025Q3: 38,568 shares; 2025Q4: 40,953 shares; 2026Q1: 41,067 shares; 2026Q2: 37,000 shares 37,000 $2.27M 0.11% -4,067 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,670 shares; 2024Q4: 336,208 shares; 2025Q1: 345,316 shares; 2025Q2: 404,710 shares; 2025Q3: 419,917 shares; 2025Q4: 331,628 shares; 2026Q1: 114,484 shares; 2026Q2: 88,177 shares 88,177 $2.26M 0.11% -26,307 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,832 shares; 2024Q4: 35,639 shares; 2025Q1: 34,740 shares; 2025Q2: 39,468 shares; 2025Q3: 38,116 shares; 2025Q4: 20,195 shares; 2026Q1: 12,070 shares; 2026Q2: 9,833 shares 9,833 $2.21M 0.11% -2,237 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,968 shares; 2026Q2: 6,134 shares 6,134 $2.17M 0.11% +166 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542,236 shares; 2024Q4: 498,091 shares; 2025Q1: 486,242 shares; 2025Q2: 556,049 shares; 2025Q3: 559,666 shares; 2025Q4: 353,781 shares; 2026Q1: 119,357 shares; 2026Q2: 99,386 shares 99,386 $2.15M 0.11% -19,971 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,983 shares; 2024Q4: 39,360 shares; 2025Q1: 33,706 shares; 2025Q2: 33,499 shares; 2025Q3: 32,911 shares; 2025Q4: 34,506 shares; 2026Q1: 38,200 shares; 2026Q2: 39,870 shares 39,870 $2.14M 0.11% +1,670 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,213 shares; 2024Q4: 22,623 shares; 2025Q1: 28,621 shares; 2025Q2: 35,705 shares; 2025Q3: 34,277 shares; 2025Q4: 25,141 shares; 2026Q1: 26,370 shares; 2026Q2: 17,762 shares 17,762 $2.09M 0.1% -8,608 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 248,790 shares; 2025Q2: 305,957 shares; 2025Q3: 326,162 shares; 2025Q4: 61,160 shares; 2026Q1: 52,061 shares; 2026Q2: 49,201 shares 49,201 $2.05M 0.1% -2,860 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,658 shares; 2024Q4: 51,905 shares; 2025Q1: 44,225 shares; 2025Q2: 42,562 shares; 2025Q3: 40,843 shares; 2025Q4: 39,372 shares; 2026Q1: 38,649 shares; 2026Q2: 37,527 shares 37,527 $2.03M 0.1% -1,122 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,117 shares; 2024Q4: 29,397 shares; 2025Q1: 28,722 shares; 2025Q2: 32,349 shares; 2025Q3: 31,467 shares; 2025Q4: 13,529 shares; 2026Q1: 8,461 shares; 2026Q2: 6,909 shares 6,909 $2.03M 0.1% -1,552 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,735 shares; 2025Q4: 7,465 shares; 2026Q1: 15,092 shares; 2026Q2: 21,014 shares 21,014 $2.02M 0.1% +5,922 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 1,790 shares; 2025Q1: 1,847 shares; 2025Q2: 3,946 shares; 2025Q3: 3,920 shares; 2025Q4: 3,794 shares; 2026Q1: 4,057 shares; 2026Q2: 4,219 shares 4,219 $2.01M 0.1% +162 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,983 shares; 2024Q4: 1,545 shares; 2025Q1: 1,745 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 3,593 shares; 2026Q1: 4,908 shares; 2026Q2: 4,911 shares 4,911 $1.95M 0.1% +3 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,341 shares; 2025Q1: 9,920 shares; 2025Q2: 12,012 shares; 2025Q3: 12,302 shares; 2025Q4: 63,357 shares; 2026Q1: 98,373 shares; 2026Q2: 92,345 shares 92,345 $1.91M 0.09% -6,028 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,367 shares; 2026Q2: 19,248 shares 19,248 $1.9M 0.09% +2,881 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,489 shares; 2025Q3: 2,496 shares; 2025Q4: 7,199 shares; 2026Q1: 37,730 shares; 2026Q2: 35,605 shares 35,605 $1.89M 0.09% -2,125 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,502 shares; 2025Q3: 10,502 shares; 2025Q4: 10,156 shares; 2026Q1: 9,564 shares; 2026Q2: 8,409 shares 8,409 $1.85M 0.09% -1,155 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,805 shares; 2026Q2: 14,854 shares 14,854 $1.84M 0.09% +11,049 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,651 shares; 2025Q1: 5,252 shares; 2025Q2: 38,140 shares; 2025Q3: 18,304 shares; 2025Q4: 16,846 shares; 2026Q1: 15,808 shares; 2026Q2: 14,490 shares 14,490 $1.8M 0.09% -1,318 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,317 shares; 2024Q4: 22,728 shares; 2025Q1: 23,291 shares; 2025Q2: 29,924 shares; 2025Q3: 27,864 shares; 2025Q4: 24,824 shares; 2026Q1: 19,319 shares; 2026Q2: 18,550 shares 18,550 $1.77M 0.09% -769 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,680 shares; 2024Q4: 5,897 shares; 2025Q1: 5,680 shares; 2025Q2: 5,713 shares; 2025Q3: 5,770 shares; 2025Q4: 8,383 shares; 2026Q1: 35,596 shares; 2026Q2: 28,746 shares 28,746 $1.75M 0.09% -6,850 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,254 shares; 2024Q4: 6,881 shares; 2025Q1: 16,393 shares; 2025Q2: 18,366 shares; 2025Q3: 18,446 shares; 2025Q4: 23,709 shares; 2026Q1: 24,406 shares; 2026Q2: 23,907 shares 23,907 $1.73M 0.09% -499 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,138 shares; 2024Q4: 903 shares; 2025Q1: 888 shares; 2025Q2: 4,883 shares; 2025Q3: 4,845 shares; 2025Q4: 4,585 shares; 2026Q1: 4,646 shares; 2026Q2: 4,646 shares 4,646 $1.71M 0.09% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,832 shares; 2026Q1: 142,850 shares; 2026Q2: 87,368 shares 87,368 $1.63M 0.08% -55,482 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,444 shares; 2026Q2: 84,095 shares 84,095 $1.62M 0.08% +5,651 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,934 shares; 2025Q3: 13,937 shares; 2025Q4: 13,384 shares; 2026Q1: 17,357 shares; 2026Q2: 18,358 shares 18,358 $1.61M 0.08% +1,001 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,827 shares; 2024Q4: 18,097 shares; 2025Q1: 20,269 shares; 2025Q2: 23,314 shares; 2025Q3: 18,596 shares; 2025Q4: 10,877 shares; 2026Q1: 7,046 shares; 2026Q2: 6,730 shares 6,730 $1.61M 0.08% -316 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,136 shares; 2024Q4: 65,820 shares; 2025Q1: 65,868 shares; 2025Q2: 66,093 shares; 2025Q3: 66,636 shares; 2025Q4: 65,772 shares; 2026Q1: 66,894 shares; 2026Q2: 66,572 shares 66,572 $1.6M 0.08% -322 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,507 shares; 2024Q4: 32,178 shares; 2025Q1: 32,523 shares; 2025Q2: 32,387 shares; 2025Q3: 32,144 shares; 2025Q4: 29,311 shares; 2026Q1: 33,079 shares; 2026Q2: 35,076 shares 35,076 $1.6M 0.08% +1,997 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 241,119 shares; 2025Q3: 297,962 shares; 2025Q4: 45,407 shares; 2026Q1: 40,862 shares; 2026Q2: 38,015 shares 38,015 $1.57M 0.08% -2,847 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,368 shares; 2026Q2: 29,761 shares 29,761 $1.56M 0.08% +1,393 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 234,182 shares; 2025Q3: 292,553 shares; 2025Q4: 43,978 shares; 2026Q1: 39,578 shares; 2026Q2: 36,872 shares 36,872 $1.56M 0.08% -2,706 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,310 shares; 2026Q2: 16,946 shares 16,946 $1.53M 0.08% +12,636 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,113 shares; 2026Q2: 8,604 shares 8,604 $1.52M 0.08% +2,491 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 236,144 shares; 2025Q4: 32,035 shares; 2026Q1: 29,508 shares; 2026Q2: 28,498 shares 28,498 $1.52M 0.08% -1,010 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,494 shares; 2024Q4: 9,494 shares; 2025Q1: 9,494 shares; 2025Q2: 9,314 shares; 2025Q3: 9,394 shares; 2025Q4: 16,230 shares; 2026Q1: 9,594 shares; 2026Q2: 9,630 shares 9,630 $1.51M 0.07% +36 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,532 shares; 2024Q4: 8,729 shares; 2025Q1: 12,548 shares; 2025Q2: 14,592 shares; 2025Q3: 19,821 shares; 2025Q4: 27,379 shares; 2026Q1: 29,223 shares; 2026Q2: 29,141 shares 29,141 $1.49M 0.07% -82 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,267 shares; 2026Q2: 19,669 shares 19,669 $1.47M 0.07% +15,402 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,324 shares; 2024Q4: 98,527 shares; 2025Q1: 92,991 shares; 2025Q2: 100,908 shares; 2025Q3: 99,139 shares; 2025Q4: 46,600 shares; 2026Q1: 27,151 shares; 2026Q2: 22,810 shares 22,810 $1.46M 0.07% -4,341 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,268 shares; 2025Q4: 4,645 shares; 2026Q1: 19,722 shares; 2026Q2: 16,900 shares 16,900 $1.44M 0.07% -2,822 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,072 shares; 2024Q4: 32,093 shares; 2025Q1: 30,135 shares; 2025Q2: 30,324 shares; 2025Q3: 28,834 shares; 2025Q4: 29,189 shares; 2026Q1: 29,851 shares; 2026Q2: 28,447 shares 28,447 $1.44M 0.07% -1,404 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,581 shares; 2026Q1: 28,294 shares; 2026Q2: 29,169 shares 29,169 $1.42M 0.07% +875 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 257,352 shares; 2025Q2: 37,626 shares; 2025Q3: 325,660 shares; 2025Q4: 42,453 shares; 2026Q1: 36,927 shares; 2026Q2: 35,940 shares 35,940 $1.41M 0.07% -987 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,088 shares; 2026Q1: 3,525 shares; 2026Q2: 3,384 shares 3,384 $1.39M 0.07% -141 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,330 shares; 2025Q4: 7,317 shares; 2026Q1: 14,452 shares; 2026Q2: 26,848 shares 26,848 $1.38M 0.07% +12,396 Timeline CATX PERSPECTIVE THERAPEUTICS INC More: the full row for PERSPECTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339,292 shares; 2024Q4: 401,049 shares; 2025Q1: 401,049 shares; 2025Q2: 401,049 shares; 2025Q3: 404,071 shares; 2025Q4: 404,071 shares; 2026Q1: 404,071 shares; 2026Q2: 404,071 shares 404,071 $1.38M 0.07% 0 Timeline ACII INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,355 shares; 2026Q2: 53,731 shares 53,731 $1.37M 0.07% +6,376 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,562 shares; 2024Q4: 26,330 shares; 2025Q1: 15,994 shares; 2025Q2: 16,404 shares; 2025Q3: 14,959 shares; 2025Q4: 14,895 shares; 2026Q1: 38,426 shares; 2026Q2: 38,878 shares 38,878 $1.35M 0.07% +452 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,113 shares; 2025Q3: 6,515 shares; 2025Q4: 6,383 shares; 2026Q1: 5,824 shares; 2026Q2: 5,302 shares 5,302 $1.34M 0.07% -522 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,726 shares; 2026Q2: 14,749 shares 14,749 $1.33M 0.07% +3,023 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,884 shares; 2025Q3: 4,160 shares; 2025Q4: 4,007 shares; 2026Q1: 3,825 shares; 2026Q2: 3,589 shares 3,589 $1.31M 0.07% -236 Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,668 shares; 2026Q2: 56,183 shares 56,183 $1.3M 0.06% +515 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,077 shares; 2025Q1: 1,089 shares; 2025Q2: 1,209 shares; 2025Q3: 1,214 shares; 2025Q4: 1,304 shares; 2026Q1: 2,532 shares; 2026Q2: 14,995 shares 14,995 $1.29M 0.06% +12,463 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,124 shares; 2026Q2: 14,352 shares 14,352 $1.29M 0.06% +228 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,174 shares; 2025Q3: 25,609 shares; 2025Q4: 24,619 shares; 2026Q1: 23,049 shares; 2026Q2: 22,362 shares 22,362 $1.29M 0.06% -687 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,815 shares; 2024Q4: 18,265 shares; 2025Q1: 22,930 shares; 2025Q2: 23,256 shares; 2025Q3: 23,069 shares; 2025Q4: 23,070 shares; 2026Q1: 23,372 shares; 2026Q2: 23,372 shares 23,372 $1.26M 0.06% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,573 shares; 2024Q4: 8,527 shares; 2025Q1: 8,036 shares; 2025Q2: 7,064 shares; 2025Q3: 2,009 shares; 2025Q4: not reported; 2026Q1: 11,366 shares; 2026Q2: 22,262 shares 22,262 $1.25M 0.06% +10,896 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,539 shares; 2026Q2: 4,506 shares 4,506 $1.24M 0.06% -33 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,124 shares; 2024Q4: 9,156 shares; 2025Q1: 8,634 shares; 2025Q2: 8,523 shares; 2025Q3: 8,622 shares; 2025Q4: 8,332 shares; 2026Q1: 9,217 shares; 2026Q2: 5,611 shares 5,611 $1.24M 0.06% -3,606 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,528 shares; 2024Q4: 6,416 shares; 2025Q1: 9,476 shares; 2025Q2: 11,392 shares; 2025Q3: 12,216 shares; 2025Q4: 8,136 shares; 2026Q1: 5,502 shares; 2026Q2: 5,809 shares 5,809 $1.19M 0.06% +307 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,613 shares; 2024Q4: 12,995 shares; 2025Q1: 23,077 shares; 2025Q2: 20,533 shares; 2025Q3: 9,956 shares; 2025Q4: 9,869 shares; 2026Q1: 4,045 shares; 2026Q2: 3,956 shares 3,956 $1.19M 0.06% -89 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,007 shares; 2026Q1: 27,080 shares; 2026Q2: 28,004 shares 28,004 $1.18M 0.06% +924 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,409 shares; 2026Q1: 24,474 shares; 2026Q2: 25,441 shares 25,441 $1.18M 0.06% +967 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,959 shares; 2024Q4: 8,946 shares; 2025Q1: 8,246 shares; 2025Q2: 10,297 shares; 2025Q3: 10,006 shares; 2025Q4: 5,928 shares; 2026Q1: 3,570 shares; 2026Q2: 2,892 shares 2,892 $1.18M 0.06% -678 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,223 shares; 2026Q2: 4,103 shares 4,103 $1.17M 0.06% +880 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,389 shares; 2025Q2: 1,428 shares; 2025Q3: 1,431 shares; 2025Q4: 2,229 shares; 2026Q1: 3,302 shares; 2026Q2: 3,396 shares 3,396 $1.17M 0.06% +94 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,337 shares; 2025Q1: 13,242 shares; 2025Q2: 12,720 shares; 2025Q3: 12,415 shares; 2025Q4: 12,216 shares; 2026Q1: 17,266 shares; 2026Q2: 17,272 shares 17,272 $1.17M 0.06% +6 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,208 shares; 2026Q1: 124,278 shares; 2026Q2: 35,892 shares 35,892 $1.16M 0.06% -88,386 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,193 shares; 2025Q4: 11,440 shares; 2026Q1: 21,000 shares; 2026Q2: 22,258 shares 22,258 $1.13M 0.06% +1,258 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,160 shares; 2024Q4: 30,157 shares; 2025Q1: 35,281 shares; 2025Q2: 36,927 shares; 2025Q3: 34,946 shares; 2025Q4: 16,515 shares; 2026Q1: 10,793 shares; 2026Q2: 8,061 shares 8,061 $1.12M 0.06% -2,732 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,482 shares; 2025Q1: 4,482 shares; 2025Q2: 5,984 shares; 2025Q3: 5,974 shares; 2025Q4: 5,749 shares; 2026Q1: 6,633 shares; 2026Q2: 6,645 shares 6,645 $1.09M 0.05% +12 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,132 shares; 2026Q2: 17,310 shares 17,310 $1.08M 0.05% +3,178 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,959 shares; 2026Q2: 7,926 shares 7,926 $1.07M 0.05% +1,967 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,671 shares; 2024Q4: 3,250 shares; 2025Q1: 3,519 shares; 2025Q2: 9,396 shares; 2025Q3: 10,098 shares; 2025Q4: 7,121 shares; 2026Q1: 5,840 shares; 2026Q2: 5,875 shares 5,875 $1.06M 0.05% +35 Timeline TBT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,000 shares 30,000 $1.05M 0.05% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,871 shares; 2024Q4: 7,785 shares; 2025Q1: 7,601 shares; 2025Q2: 7,696 shares; 2025Q3: 4,654 shares; 2025Q4: 4,651 shares; 2026Q1: 7,517 shares; 2026Q2: 6,986 shares 6,986 $1.02M 0.05% -531 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,539 shares; 2026Q2: 2,546 shares 2,546 $1M 0.05% +7 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,277 shares; 2025Q3: 19,009 shares; 2025Q4: 18,198 shares; 2026Q1: 15,211 shares; 2026Q2: 13,040 shares 13,040 $998K 0.05% -2,171 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,819 shares; 2026Q1: 12,344 shares; 2026Q2: 17,433 shares 17,433 $985K 0.05% +5,089 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,209 shares; 2024Q4: 12,912 shares; 2025Q1: 13,323 shares; 2025Q2: 19,021 shares; 2025Q3: 18,783 shares; 2025Q4: 12,173 shares; 2026Q1: 10,548 shares; 2026Q2: 10,723 shares 10,723 $982K 0.05% +175 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,474 shares; 2026Q2: 7,604 shares 7,604 $971K 0.05% -1,870 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,113 shares; 2026Q1: 17,177 shares; 2026Q2: 28,084 shares 28,084 $971K 0.05% +10,907 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,374 shares; 2026Q2: 9,830 shares 9,830 $964K 0.05% -544 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,034 shares; 2024Q4: 10,606 shares; 2025Q1: 10,650 shares; 2025Q2: 11,639 shares; 2025Q3: 11,528 shares; 2025Q4: 11,349 shares; 2026Q1: 11,321 shares; 2026Q2: 11,531 shares 11,531 $953K 0.05% +210 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,661 shares; 2025Q1: 27,427 shares; 2025Q2: 26,796 shares; 2025Q3: 26,041 shares; 2025Q4: 26,080 shares; 2026Q1: 25,898 shares; 2026Q2: 26,348 shares 26,348 $952K 0.05% +450 Timeline JHID JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,345 shares; 2024Q4: 42,508 shares; 2025Q1: 46,842 shares; 2025Q2: 64,661 shares; 2025Q3: 68,283 shares; 2025Q4: 36,260 shares; 2026Q1: 22,437 shares; 2026Q2: 22,109 shares 22,109 $925K 0.05% -328 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,759 shares; 2024Q4: 1,759 shares; 2025Q1: 1,769 shares; 2025Q2: 2,426 shares; 2025Q3: 2,436 shares; 2025Q4: 2,454 shares; 2026Q1: 4,299 shares; 2026Q2: 4,233 shares 4,233 $922K 0.05% -66 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,131 shares; 2026Q1: 11,167 shares; 2026Q2: 8,872 shares 8,872 $894K 0.04% -2,295 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,612 shares; 2026Q1: 8,412 shares; 2026Q2: 9,858 shares 9,858 $886K 0.04% +1,446 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414 shares; 2024Q4: 460 shares; 2025Q1: 585 shares; 2025Q2: 565 shares; 2025Q3: 597 shares; 2025Q4: 468 shares; 2026Q1: 443 shares; 2026Q2: 452 shares 452 $883K 0.04% +9 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,090 shares; 2025Q3: 4,773 shares; 2025Q4: 4,703 shares; 2026Q1: 9,195 shares; 2026Q2: 9,142 shares 9,142 $882K 0.04% -53 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,461 shares; 2024Q4: 70,428 shares; 2025Q1: 77,992 shares; 2025Q2: 93,525 shares; 2025Q3: 91,483 shares; 2025Q4: 41,253 shares; 2026Q1: 24,140 shares; 2026Q2: 21,277 shares 21,277 $873K 0.04% -2,863 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,546 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,926 shares 6,926 $864K 0.04% new Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,885 shares; 2026Q2: 12,472 shares 12,472 $855K 0.04% -413 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,746 shares; 2024Q4: 9,911 shares; 2025Q1: 9,378 shares; 2025Q2: 11,558 shares; 2025Q3: 10,829 shares; 2025Q4: 8,600 shares; 2026Q1: 11,777 shares; 2026Q2: 11,903 shares 11,903 $851K 0.04% +126 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,537 shares; 2025Q3: 12,417 shares; 2025Q4: 12,191 shares; 2026Q1: 11,769 shares; 2026Q2: 11,639 shares 11,639 $848K 0.04% -130 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,212 shares; 2024Q4: 2,840 shares; 2025Q1: 2,702 shares; 2025Q2: 232 shares; 2025Q3: 275 shares; 2025Q4: 4,534 shares; 2026Q1: 5,495 shares; 2026Q2: 8,540 shares 8,540 $848K 0.04% +3,045 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,383 shares; 2026Q2: 12,683 shares 12,683 $835K 0.04% +10,300 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,338 shares; 2026Q2: 16,607 shares 16,607 $823K 0.04% +3,269 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,524 shares; 2025Q2: 33,053 shares; 2025Q3: 35,387 shares; 2025Q4: 32,606 shares; 2026Q1: 23,614 shares; 2026Q2: 28,723 shares 28,723 $819K 0.04% +5,109 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,362 shares; 2024Q4: 24,546 shares; 2025Q1: 23,026 shares; 2025Q2: 29,156 shares; 2025Q3: 28,365 shares; 2025Q4: 16,089 shares; 2026Q1: 12,242 shares; 2026Q2: 9,117 shares 9,117 $809K 0.04% -3,125 Timeline SCUS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,262 shares; 2026Q2: 32,022 shares 32,022 $806K 0.04% +6,760 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,799 shares; 2025Q3: 18,123 shares; 2025Q4: 18,318 shares; 2026Q1: 14,807 shares; 2026Q2: 13,397 shares 13,397 $791K 0.04% -1,410 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841 shares; 2024Q4: 1,156 shares; 2025Q1: 1,157 shares; 2025Q2: 1,056 shares; 2025Q3: 1,058 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares; 2026Q2: 1,231 shares 1,231 $781K 0.04% +82 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,604 shares; 2026Q2: 2,551 shares 2,551 $773K 0.04% -53 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,381 shares; 2026Q1: 10,219 shares; 2026Q2: 10,807 shares 10,807 $770K 0.04% +588 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,480 shares; 2025Q3: 6,387 shares; 2025Q4: 6,281 shares; 2026Q1: 5,759 shares; 2026Q2: 5,759 shares 5,759 $765K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,694 shares; 2024Q4: 2,883 shares; 2025Q1: 2,794 shares; 2025Q2: 3,407 shares; 2025Q3: not reported; 2025Q4: 3,196 shares; 2026Q1: 3,250 shares; 2026Q2: 3,409 shares 3,409 $738K 0.04% +159 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,613 shares; 2026Q1: 32,867 shares; 2026Q2: 22,017 shares 22,017 $733K 0.04% -10,850 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,397 shares; 2026Q2: 12,483 shares 12,483 $732K 0.04% +3,086 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares; 2026Q1: 9,050 shares; 2026Q2: 20,050 shares 20,050 $728K 0.04% +11,000 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,019 shares; 2026Q1: 19,980 shares; 2026Q2: 15,584 shares 15,584 $726K 0.04% -4,396 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,983 shares; 2025Q1: 4,907 shares; 2025Q2: 4,845 shares; 2025Q3: 5,355 shares; 2025Q4: 5,316 shares; 2026Q1: 5,316 shares; 2026Q2: 5,167 shares 5,167 $723K 0.04% -149 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,490 shares; 2025Q4: 2,054 shares; 2026Q1: 4,473 shares; 2026Q2: 4,769 shares 4,769 $723K 0.04% +296 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 7,000 shares; 2025Q2: 7,075 shares; 2025Q3: not reported; 2025Q4: 7,009 shares; 2026Q1: 7,109 shares; 2026Q2: 7,951 shares 7,951 $719K 0.04% +842 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,151 shares; 2024Q4: 5,110 shares; 2025Q1: 5,081 shares; 2025Q2: 4,941 shares; 2025Q3: 5,012 shares; 2025Q4: 4,983 shares; 2026Q1: 5,234 shares; 2026Q2: 5,581 shares 5,581 $706K 0.04% +347 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,842 shares; 2026Q2: 2,910 shares 2,910 $705K 0.04% +68 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,847 shares; 2025Q1: 4,800 shares; 2025Q2: 4,924 shares; 2025Q3: 4,935 shares; 2025Q4: 4,945 shares; 2026Q1: 5,089 shares; 2026Q2: 5,115 shares 5,115 $700K 0.03% +26 Timeline ZLAB ZAI LAB LTD More: the full row for ZAI LAB LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,393 shares; 2024Q4: 39,393 shares; 2025Q1: 39,393 shares; 2025Q2: 36,761 shares; 2025Q3: 36,761 shares; 2025Q4: 36,761 shares; 2026Q1: 36,761 shares; 2026Q2: 36,761 shares 36,761 $698K 0.03% 0 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,417 shares; 2026Q2: 17,883 shares 17,883 $672K 0.03% +3,466 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,668 shares; 2024Q4: 23,955 shares; 2025Q1: 25,093 shares; 2025Q2: 37,159 shares; 2025Q3: 36,929 shares; 2025Q4: 23,689 shares; 2026Q1: 15,049 shares; 2026Q2: 14,521 shares 14,521 $671K 0.03% -528 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,051 shares; 2024Q4: 25,198 shares; 2025Q1: 23,970 shares; 2025Q2: 24,277 shares; 2025Q3: 24,036 shares; 2025Q4: 24,043 shares; 2026Q1: 23,864 shares; 2026Q2: 23,970 shares 23,970 $662K 0.03% +106 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,678 shares; 2024Q4: 4,494 shares; 2025Q1: 4,184 shares; 2025Q2: 6,482 shares; 2025Q3: 6,611 shares; 2025Q4: 23,713 shares; 2026Q1: 34,098 shares; 2026Q2: 7,278 shares 7,278 $660K 0.03% -26,820 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,601 shares; 2026Q1: 8,458 shares; 2026Q2: 8,417 shares 8,417 $657K 0.03% -41 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,657 shares; 2026Q2: 8,551 shares 8,551 $646K 0.03% -106 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,531 shares; 2025Q2: 1,395 shares; 2025Q3: 2,277 shares; 2025Q4: 2,165 shares; 2026Q1: 1,186 shares; 2026Q2: 1,253 shares 1,253 $638K 0.03% +67 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,567 shares; 2024Q4: 4,556 shares; 2025Q1: 4,308 shares; 2025Q2: 4,463 shares; 2025Q3: not reported; 2025Q4: 4,298 shares; 2026Q1: 5,536 shares; 2026Q2: 6,207 shares 6,207 $634K 0.03% +671 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,420 shares; 2024Q4: 6,535 shares; 2025Q1: 6,835 shares; 2025Q2: 11,002 shares; 2025Q3: 7,976 shares; 2025Q4: 10,118 shares; 2026Q1: 10,495 shares; 2026Q2: 10,745 shares 10,745 $619K 0.03% +250 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,775 shares; 2026Q2: 22,491 shares 22,491 $616K 0.03% +18,716 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,939 shares; 2025Q1: 18,805 shares; 2025Q2: 18,436 shares; 2025Q3: 17,232 shares; 2025Q4: 16,845 shares; 2026Q1: 16,845 shares; 2026Q2: 16,996 shares 16,996 $616K 0.03% +151 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,199 shares; 2025Q3: 7,974 shares; 2025Q4: 7,729 shares; 2026Q1: 6,583 shares; 2026Q2: 6,008 shares 6,008 $615K 0.03% -575 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,732 shares; 2026Q2: 5,994 shares 5,994 $612K 0.03% +262 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,971 shares; 2025Q3: 4,003 shares; 2025Q4: 4,551 shares; 2026Q1: 11,405 shares; 2026Q2: 7,902 shares 7,902 $609K 0.03% -3,503 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,922 shares; 2024Q4: 5,791 shares; 2025Q1: 5,653 shares; 2025Q2: 7,376 shares; 2025Q3: 7,566 shares; 2025Q4: 6,925 shares; 2026Q1: 7,619 shares; 2026Q2: 8,306 shares 8,306 $598K 0.03% +687 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,475 shares; 2024Q4: 4,489 shares; 2025Q1: 4,401 shares; 2025Q2: 5,097 shares; 2025Q3: 4,927 shares; 2025Q4: 4,465 shares; 2026Q1: 4,270 shares; 2026Q2: 4,154 shares 4,154 $593K 0.03% -116 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,206 shares; 2024Q4: 29,395 shares; 2025Q1: 36,976 shares; 2025Q2: 44,918 shares; 2025Q3: 44,274 shares; 2025Q4: 21,576 shares; 2026Q1: 13,614 shares; 2026Q2: 9,442 shares 9,442 $592K 0.03% -4,172 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,296 shares; 2024Q4: 10,813 shares; 2025Q1: 10,593 shares; 2025Q2: 10,206 shares; 2025Q3: 10,206 shares; 2025Q4: 10,203 shares; 2026Q1: 10,273 shares; 2026Q2: 11,734 shares 11,734 $591K 0.03% +1,461 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,462 shares; 2024Q4: 20,866 shares; 2025Q1: 22,761 shares; 2025Q2: 32,461 shares; 2025Q3: 32,884 shares; 2025Q4: 18,332 shares; 2026Q1: 10,843 shares; 2026Q2: 10,452 shares 10,452 $590K 0.03% -391 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548 shares; 2024Q4: 880 shares; 2025Q1: 874 shares; 2025Q2: 1,599 shares; 2025Q3: 1,660 shares; 2025Q4: 1,664 shares; 2026Q1: 1,142 shares; 2026Q2: 1,126 shares 1,126 $588K 0.03% -16 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,872 shares; 2024Q4: 4,872 shares; 2025Q1: 4,865 shares; 2025Q2: 4,904 shares; 2025Q3: 4,904 shares; 2025Q4: 4,904 shares; 2026Q1: 5,156 shares; 2026Q2: 5,156 shares 5,156 $587K 0.03% 0 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,350 shares; 2026Q1: 10,667 shares; 2026Q2: 14,503 shares 14,503 $584K 0.03% +3,836 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,819 shares; 2026Q1: 3,444 shares; 2026Q2: 3,016 shares 3,016 $578K 0.03% -428 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,595 shares; 2025Q3: 15,625 shares; 2025Q4: 14,718 shares; 2026Q1: 12,197 shares; 2026Q2: 8,418 shares 8,418 $572K 0.03% -3,779 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,777 shares; 2026Q1: 6,896 shares; 2026Q2: 1,692 shares 1,692 $572K 0.03% -5,204 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,893 shares; 2024Q4: 14,690 shares; 2025Q1: 14,643 shares; 2025Q2: 12,716 shares; 2025Q3: 12,723 shares; 2025Q4: 11,990 shares; 2026Q1: 11,530 shares; 2026Q2: 11,319 shares 11,319 $569K 0.03% -211 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561 shares; 2024Q4: 596 shares; 2025Q1: 616 shares; 2025Q2: 819 shares; 2025Q3: 691 shares; 2025Q4: 590 shares; 2026Q1: 680 shares; 2026Q2: 4,706 shares 4,706 $562K 0.03% +4,026 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; 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: 5,250 shares 5,250 $559K 0.03% new Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,146 shares; 2025Q4: 9,586 shares; 2026Q1: 9,457 shares; 2026Q2: 9,368 shares 9,368 $551K 0.03% -89 Timeline MRCP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,516 shares; 2025Q3: 29,313 shares; 2025Q4: 18,236 shares; 2026Q1: 15,981 shares; 2026Q2: 15,981 shares 15,981 $550K 0.03% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,449 shares; 2026Q2: 4,014 shares 4,014 $546K 0.03% +565 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,802 shares; 2024Q4: 13,143 shares; 2025Q1: 10,588 shares; 2025Q2: 74,634 shares; 2025Q3: 20,705 shares; 2025Q4: 17,929 shares; 2026Q1: 15,688 shares; 2026Q2: 10,957 shares 10,957 $539K 0.03% -4,731 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,404 shares; 2024Q4: 8,559 shares; 2025Q1: 8,621 shares; 2025Q2: 10,076 shares; 2025Q3: 10,076 shares; 2025Q4: 10,076 shares; 2026Q1: 10,076 shares; 2026Q2: 10,401 shares 10,401 $539K 0.03% +325 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,783 shares; 2025Q3: 16,934 shares; 2025Q4: 13,783 shares; 2026Q1: 13,783 shares; 2026Q2: 13,779 shares 13,779 $527K 0.03% -4 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 2,948 shares; 2026Q2: 2,948 shares 2,948 $527K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,693 shares; 2024Q4: 2,589 shares; 2025Q1: 2,758 shares; 2025Q2: 3,226 shares; 2025Q3: 2,588 shares; 2025Q4: 2,375 shares; 2026Q1: 2,243 shares; 2026Q2: 2,331 shares 2,331 $522K 0.03% +88 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,697 shares; 2025Q4: 1,612 shares; 2026Q1: 2,267 shares; 2026Q2: 2,850 shares 2,850 $522K 0.03% +583 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236,764 shares; 2025Q3: 25,102 shares; 2025Q4: 23,642 shares; 2026Q1: 20,666 shares; 2026Q2: 11,308 shares 11,308 $522K 0.03% -9,358 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,149 shares; 2026Q2: 3,162 shares 3,162 $520K 0.03% +13 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 76,268 shares; 2025Q1: 19,589 shares; 2025Q2: 16,227 shares; 2025Q3: 15,417 shares; 2025Q4: 14,039 shares; 2026Q1: 8,570 shares; 2026Q2: 8,133 shares 8,133 $515K 0.03% -437 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,888 shares; 2026Q2: 6,625 shares 6,625 $513K 0.03% -263 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,971 shares; 2024Q4: 27,353 shares; 2025Q1: 25,422 shares; 2025Q2: 34,809 shares; 2025Q3: 23,176 shares; 2025Q4: 22,749 shares; 2026Q1: 21,726 shares; 2026Q2: 21,731 shares 21,731 $509K 0.03% +5 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,122 shares; 2025Q3: 3,122 shares; 2025Q4: 3,117 shares; 2026Q1: 3,117 shares; 2026Q2: 3,108 shares 3,108 $508K 0.03% -9 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,343 shares; 2026Q2: 14,612 shares 14,612 $502K 0.02% +269 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,068 shares; 2024Q4: 23,703 shares; 2025Q1: 37,276 shares; 2025Q2: 35,779 shares; 2025Q3: 36,087 shares; 2025Q4: 33,220 shares; 2026Q1: 33,776 shares; 2026Q2: 36,045 shares 36,045 $501K 0.02% +2,269 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,767 shares; 2026Q2: 4,455 shares 4,455 $499K 0.02% -312 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,290 shares; 2025Q4: 3,339 shares; 2026Q1: 4,044 shares; 2026Q2: 5,154 shares 5,154 $495K 0.02% +1,110 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,082 shares; 2026Q2: 10,786 shares 10,786 $493K 0.02% -296 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,440 shares; 2026Q2: 10,638 shares 10,638 $491K 0.02% +3,198 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,739 shares; 2024Q4: 19,956 shares; 2025Q1: 15,902 shares; 2025Q2: 15,916 shares; 2025Q3: 12,898 shares; 2025Q4: 12,910 shares; 2026Q1: 12,692 shares; 2026Q2: 12,703 shares 12,703 $490K 0.02% +11 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,407 shares; 2025Q1: 20,474 shares; 2025Q2: 19,967 shares; 2025Q3: 19,673 shares; 2025Q4: 18,753 shares; 2026Q1: 18,712 shares; 2026Q2: 18,273 shares 18,273 $484K 0.02% -439 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,033 shares; 2024Q4: 2,965 shares; 2025Q1: 2,669 shares; 2025Q2: 2,603 shares; 2025Q3: 2,619 shares; 2025Q4: 2,544 shares; 2026Q1: 2,537 shares; 2026Q2: 2,562 shares 2,562 $483K 0.02% +25 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,369 shares; 2026Q2: 6,196 shares 6,196 $480K 0.02% +1,827 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,414 shares; 2026Q2: 2,960 shares 2,960 $478K 0.02% -3,454 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,371 shares; 2026Q2: 4,957 shares 4,957 $470K 0.02% -1,414 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,362 shares; 2024Q4: 40,769 shares; 2025Q1: 42,578 shares; 2025Q2: 62,276 shares; 2025Q3: 61,260 shares; 2025Q4: 41,443 shares; 2026Q1: 26,046 shares; 2026Q2: 25,320 shares 25,320 $469K 0.02% -726 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,933 shares; 2024Q4: 12,230 shares; 2025Q1: 11,442 shares; 2025Q2: 11,113 shares; 2025Q3: 10,828 shares; 2025Q4: 10,630 shares; 2026Q1: 10,502 shares; 2026Q2: 9,257 shares 9,257 $467K 0.02% -1,245 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,440 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: not reported; 2025Q4: 3,474 shares; 2026Q1: 3,812 shares; 2026Q2: 3,942 shares 3,942 $466K 0.02% +130 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,264 shares; 2026Q2: 4,244 shares 4,244 $463K 0.02% -20 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,898 shares 15,898 $463K 0.02% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,851 shares; 2026Q2: 3,851 shares 3,851 $459K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,185 shares; 2025Q1: 1,141 shares; 2025Q2: 1,245 shares; 2025Q3: 1,242 shares; 2025Q4: 1,229 shares; 2026Q1: 1,251 shares; 2026Q2: 1,250 shares 1,250 $457K 0.02% -1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 796 shares; 2024Q4: 817 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 4,309 shares; 2025Q4: 4,076 shares; 2026Q1: 1,126 shares; 2026Q2: 1,054 shares 1,054 $449K 0.02% -72 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,555 shares; 2025Q2: 9,564 shares; 2025Q3: 9,642 shares; 2025Q4: 9,472 shares; 2026Q1: 9,123 shares; 2026Q2: 9,171 shares 9,171 $446K 0.02% +48 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,805 shares; 2024Q4: 2,978 shares; 2025Q1: 4,249 shares; 2025Q2: 5,426 shares; 2025Q3: 4,886 shares; 2025Q4: 2,212 shares; 2026Q1: 1,196 shares; 2026Q2: 999 shares 999 $446K 0.02% -197 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,460 shares; 2024Q4: 3,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,466 shares; 2026Q2: 5,684 shares 5,684 $445K 0.02% +218 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; 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: 4,981 shares; 2026Q2: 5,469 shares 5,469 $444K 0.02% +488 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,414 shares; 2025Q3: 1,395 shares; 2025Q4: 1,354 shares; 2026Q1: 1,321 shares; 2026Q2: 1,339 shares 1,339 $442K 0.02% +18 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,689 shares; 2026Q2: 2,948 shares 2,948 $437K 0.02% -741 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,486 shares; 2025Q4: 1,497 shares; 2026Q1: 1,751 shares; 2026Q2: 1,743 shares 1,743 $433K 0.02% -8 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,638 shares; 2024Q4: 1,680 shares; 2025Q1: 1,395 shares; 2025Q2: 1,439 shares; 2025Q3: 1,454 shares; 2025Q4: 1,415 shares; 2026Q1: 1,341 shares; 2026Q2: 1,360 shares 1,360 $426K 0.02% +19 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,823 shares; 2026Q1: 12,611 shares; 2026Q2: 12,922 shares 12,922 $425K 0.02% +311 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,878 shares; 2026Q1: 3,878 shares; 2026Q2: 3,878 shares 3,878 $425K 0.02% 0 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,538 shares; 2026Q1: 11,409 shares; 2026Q2: 11,759 shares 11,759 $423K 0.02% +350 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,541 shares; 2026Q1: 12,445 shares; 2026Q2: 12,715 shares 12,715 $422K 0.02% +270 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,368 shares; 2025Q3: 7,943 shares; 2025Q4: 5,994 shares; 2026Q1: 2,689 shares; 2026Q2: 3,015 shares 3,015 $422K 0.02% +326 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,151 shares; 2026Q1: 11,033 shares; 2026Q2: 11,401 shares 11,401 $422K 0.02% +368 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,984 shares; 2024Q4: 5,884 shares; 2025Q1: 5,821 shares; 2025Q2: 7,104 shares; 2025Q3: 6,845 shares; 2025Q4: 3,687 shares; 2026Q1: 1,936 shares; 2026Q2: 1,241 shares 1,241 $420K 0.02% -695 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares; 2026Q1: 1,705 shares; 2026Q2: 1,708 shares 1,708 $418K 0.02% +3 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,362 shares 8,362 $417K 0.02% new Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,761 shares; 2024Q4: 11,447 shares; 2025Q1: 11,448 shares; 2025Q2: 14,073 shares; 2025Q3: 13,450 shares; 2025Q4: 13,451 shares; 2026Q1: 13,452 shares; 2026Q2: 9,869 shares 9,869 $416K 0.02% -3,583 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,089 shares 4,089 $415K 0.02% new Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,691 shares; 2026Q1: 10,567 shares; 2026Q2: 10,872 shares 10,872 $414K 0.02% +305 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,535 shares; 2026Q2: 2,478 shares 2,478 $410K 0.02% -57 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,573 shares; 2025Q3: 25,282 shares; 2025Q4: 5,443 shares; 2026Q1: 5,443 shares; 2026Q2: 3,007 shares 3,007 $405K 0.02% -2,436 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,961 shares; 2024Q4: 4,959 shares; 2025Q1: 4,907 shares; 2025Q2: 4,853 shares; 2025Q3: 4,837 shares; 2025Q4: 4,837 shares; 2026Q1: 4,837 shares; 2026Q2: 4,798 shares 4,798 $402K 0.02% -39 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,464 shares; 2026Q2: 1,529 shares 1,529 $398K 0.02% +65 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,065 shares; 2026Q1: 837 shares; 2026Q2: 793 shares 793 $389K 0.02% -44 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,994 shares; 2026Q2: 3,971 shares 3,971 $389K 0.02% -23 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,598 shares; 2026Q2: 6,653 shares 6,653 $384K 0.02% -1,945 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,066 shares; 2025Q4: 2,051 shares; 2026Q1: 2,051 shares; 2026Q2: 2,051 shares 2,051 $380K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,949 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares; 2026Q1: 1,897 shares; 2026Q2: 1,897 shares 1,897 $379K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 803 shares; 2026Q2: 824 shares 824 $378K 0.02% +21 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,068 shares; 2024Q4: 2,080 shares; 2025Q1: 2,092 shares; 2025Q2: 2,109 shares; 2025Q3: 2,122 shares; 2025Q4: 1,882 shares; 2026Q1: 1,895 shares; 2026Q2: 2,029 shares 2,029 $376K 0.02% +134 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,978 shares; 2025Q1: 17,819 shares; 2025Q2: 17,642 shares; 2025Q3: 17,126 shares; 2025Q4: 16,846 shares; 2026Q1: 16,238 shares; 2026Q2: 16,495 shares 16,495 $373K 0.02% +257 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,873 shares; 2024Q4: 5,397 shares; 2025Q1: 4,526 shares; 2025Q2: 4,540 shares; 2025Q3: 4,587 shares; 2025Q4: 4,186 shares; 2026Q1: 4,711 shares; 2026Q2: 4,833 shares 4,833 $373K 0.02% +122 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,302 shares; 2025Q3: 1,315 shares; 2025Q4: 1,316 shares; 2026Q1: 1,347 shares; 2026Q2: 1,449 shares 1,449 $370K 0.02% +102 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,566 shares; 2026Q2: 4,567 shares 4,567 $370K 0.02% +1 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,173 shares; 2025Q3: 1,172 shares; 2025Q4: 1,266 shares; 2026Q1: 1,533 shares; 2026Q2: 1,654 shares 1,654 $369K 0.02% +121 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,436 shares; 2024Q4: 25,688 shares; 2025Q1: 20,219 shares; 2025Q2: 2,314 shares; 2025Q3: 2,233 shares; 2025Q4: 1,882 shares; 2026Q1: 2,025 shares; 2026Q2: 1,902 shares 1,902 $362K 0.02% -123 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 375 shares 375 $362K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,190 shares; 2025Q2: 2,127 shares; 2025Q3: 2,207 shares; 2025Q4: 1,803 shares; 2026Q1: 304 shares; 2026Q2: 356 shares 356 $360K 0.02% +52 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; 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: 2,196 shares 2,196 $356K 0.02% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,218 shares; 2026Q2: 3,804 shares 3,804 $349K 0.02% +1,586 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,848 shares; 2025Q4: not reported; 2026Q1: 5,823 shares; 2026Q2: 6,519 shares 6,519 $336K 0.02% +696 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,272 shares; 2025Q4: 7,272 shares; 2026Q1: 7,272 shares; 2026Q2: 7,272 shares 7,272 $332K 0.02% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368 shares; 2026Q1: 1,384 shares; 2026Q2: 1,434 shares 1,434 $329K 0.02% +50 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 513 shares; 2025Q4: 466 shares; 2026Q1: 618 shares; 2026Q2: 713 shares 713 $327K 0.02% +95 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,775 shares; 2026Q2: 6,642 shares 6,642 $327K 0.02% +867 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 549 shares; 2026Q2: 463 shares 463 $326K 0.02% -86 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,102 shares; 2025Q4: 1,119 shares; 2026Q1: 1,194 shares; 2026Q2: 1,360 shares 1,360 $324K 0.02% +166 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,996 shares; 2025Q3: 18,938 shares; 2025Q4: 17,655 shares; 2026Q1: 13,204 shares; 2026Q2: 13,187 shares 13,187 $323K 0.02% -17 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,151 shares; 2026Q2: 1,136 shares 1,136 $322K 0.02% -15 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,081 shares; 2026Q1: 9,989 shares; 2026Q2: 10,299 shares 10,299 $322K 0.02% +310 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,717 shares; 2026Q1: 8,640 shares; 2026Q2: 8,934 shares 8,934 $322K 0.02% +294 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,368 shares; 2024Q4: 8,852 shares; 2025Q1: 8,691 shares; 2025Q2: 8,873 shares; 2025Q3: 8,888 shares; 2025Q4: 8,666 shares; 2026Q1: 7,051 shares; 2026Q2: 6,781 shares 6,781 $321K 0.02% -270 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,577 shares; 2025Q3: 3,663 shares; 2025Q4: 4,142 shares; 2026Q1: not reported; 2026Q2: 4,335 shares 4,335 $318K 0.02% new Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,351 shares; 2024Q4: 10,351 shares; 2025Q1: 10,296 shares; 2025Q2: 9,950 shares; 2025Q3: 9,824 shares; 2025Q4: 9,709 shares; 2026Q1: 9,458 shares; 2026Q2: 7,658 shares 7,658 $316K 0.02% -1,800 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,114 shares; 2024Q4: 9,114 shares; 2025Q1: 9,215 shares; 2025Q2: not reported; 2025Q3: 10,372 shares; 2025Q4: 10,920 shares; 2026Q1: 11,249 shares; 2026Q2: 23,038 shares 23,038 $310K 0.02% +11,789 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,911 shares; 2024Q4: 1,951 shares; 2025Q1: 1,959 shares; 2025Q2: 1,967 shares; 2025Q3: 1,926 shares; 2025Q4: 1,932 shares; 2026Q1: 1,940 shares; 2026Q2: 1,947 shares 1,947 $308K 0.02% +7 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,076 shares; 2026Q1: 4,831 shares; 2026Q2: 5,023 shares 5,023 $303K 0.02% +192 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $301K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,173 shares 1,173 $300K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,236 shares; 2026Q1: 1,346 shares; 2026Q2: 1,445 shares 1,445 $299K 0.01% +99 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,122 shares; 2025Q1: 2,572 shares; 2025Q2: 3,632 shares; 2025Q3: 2,390 shares; 2025Q4: 3,172 shares; 2026Q1: 2,933 shares; 2026Q2: 2,615 shares 2,615 $299K 0.01% -318 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,649 shares; 2025Q3: 4,654 shares; 2025Q4: 4,654 shares; 2026Q1: 4,656 shares; 2026Q2: 4,658 shares 4,658 $297K 0.01% +2 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,049 shares; 2026Q2: 2,050 shares 2,050 $296K 0.01% +1 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,814 shares; 2025Q3: 4,935 shares; 2025Q4: 4,650 shares; 2026Q1: 4,682 shares; 2026Q2: 3,839 shares 3,839 $290K 0.01% -843 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,983 shares; 2026Q2: 4,807 shares 4,807 $289K 0.01% -176 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,202 shares; 2026Q2: 5,733 shares 5,733 $289K 0.01% -3,469 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,682 shares; 2026Q1: 7,604 shares; 2026Q2: 1,631 shares 1,631 $288K 0.01% -5,973 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,246 shares; 2024Q4: 4,336 shares; 2025Q1: 4,579 shares; 2025Q2: 4,609 shares; 2025Q3: 4,654 shares; 2025Q4: 4,325 shares; 2026Q1: 8,874 shares; 2026Q2: 4,964 shares 4,964 $287K 0.01% -3,910 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,263 shares; 2025Q1: 2,268 shares; 2025Q2: 2,275 shares; 2025Q3: 2,281 shares; 2025Q4: 2,298 shares; 2026Q1: 2,412 shares; 2026Q2: 2,333 shares 2,333 $280K 0.01% -79 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares 246 $278K 0.01% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,595 shares; 2025Q1: 5,926 shares; 2025Q2: 6,049 shares; 2025Q3: 5,241 shares; 2025Q4: 3,856 shares; 2026Q1: 4,241 shares; 2026Q2: 4,240 shares 4,240 $273K 0.01% -1 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,187 shares 1,187 $266K 0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,612 shares 1,612 $266K 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,773 shares; 2026Q2: 2,650 shares 2,650 $264K 0.01% -123 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,485 shares; 2025Q3: 18,876 shares; 2025Q4: 16,467 shares; 2026Q1: 14,216 shares; 2026Q2: 11,396 shares 11,396 $264K 0.01% -2,820 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,288 shares; 2024Q4: 12,034 shares; 2025Q1: 13,402 shares; 2025Q2: 10,880 shares; 2025Q3: 10,667 shares; 2025Q4: 9,280 shares; 2026Q1: 9,065 shares; 2026Q2: 6,120 shares 6,120 $264K 0.01% -2,945 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530 $262K 0.01% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,183 shares 1,183 $262K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,788 shares 2,788 $261K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,052 shares 2,052 $259K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 751 shares 751 $259K 0.01% new Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,889 shares; 2025Q3: 5,877 shares; 2025Q4: 5,877 shares; 2026Q1: 5,842 shares; 2026Q2: 5,774 shares 5,774 $255K 0.01% -68 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,479 shares; 2024Q4: 5,454 shares; 2025Q1: 5,509 shares; 2025Q2: 5,525 shares; 2025Q3: 5,542 shares; 2025Q4: 5,745 shares; 2026Q1: 5,870 shares; 2026Q2: 5,882 shares 5,882 $254K 0.01% +12 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,244 shares; 2026Q2: 3,189 shares 3,189 $248K 0.01% -55 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,172 shares; 2024Q4: 8,448 shares; 2025Q1: 9,307 shares; 2025Q2: 10,262 shares; 2025Q3: 11,127 shares; 2025Q4: 9,125 shares; 2026Q1: 9,869 shares; 2026Q2: 10,030 shares 10,030 $246K 0.01% +161 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,530 shares; 2026Q2: 2,530 shares 2,530 $244K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,777 shares; 2026Q2: 1,777 shares 1,777 $243K 0.01% 0 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,289 shares; 2026Q2: 3,103 shares 3,103 $242K 0.01% -186 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,528 shares; 2026Q2: 3,528 shares 3,528 $241K 0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,764 shares; 2026Q2: 4,580 shares 4,580 $240K 0.01% -184 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,201 shares; 2025Q3: 34,130 shares; 2025Q4: 8,488 shares; 2026Q1: 8,123 shares; 2026Q2: 5,776 shares 5,776 $239K 0.01% -2,347 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,487 shares; 2024Q4: 6,487 shares; 2025Q1: 8,709 shares; 2025Q2: 9,116 shares; 2025Q3: 10,325 shares; 2025Q4: 4,805 shares; 2026Q1: 4,805 shares; 2026Q2: 4,051 shares 4,051 $239K 0.01% -754 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,613 shares; 2026Q2: 5,219 shares 5,219 $237K 0.01% -1,394 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,249 shares; 2026Q2: 24,376 shares 24,376 $236K 0.01% -2,873 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,903 shares; 2025Q4: 4,932 shares; 2026Q1: 4,525 shares; 2026Q2: 4,337 shares 4,337 $236K 0.01% -188 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,706 shares 1,706 $236K 0.01% new Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,255 shares; 2026Q2: 3,965 shares 3,965 $233K 0.01% -290 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,335 shares; 2025Q3: 7,298 shares; 2025Q4: 7,315 shares; 2026Q1: 4,380 shares; 2026Q2: 4,350 shares 4,350 $233K 0.01% -30 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,846 shares; 2024Q4: 15,846 shares; 2025Q1: 15,846 shares; 2025Q2: 15,846 shares; 2025Q3: 15,846 shares; 2025Q4: 15,846 shares; 2026Q1: 15,846 shares; 2026Q2: 15,846 shares 15,846 $232K 0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 643 shares 643 $231K 0.01% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,962 shares 1,962 $230K 0.01% new Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,718 shares; 2025Q1: 5,444 shares; 2025Q2: 5,444 shares; 2025Q3: 5,444 shares; 2025Q4: 5,249 shares; 2026Q1: 5,249 shares; 2026Q2: 5,249 shares 5,249 $227K 0.01% 0 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,065 shares; 2026Q2: 9,401 shares 9,401 $225K 0.01% -1,664 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,089 shares; 2024Q4: 6,025 shares; 2025Q1: 7,647 shares; 2025Q2: 9,937 shares; 2025Q3: 9,705 shares; 2025Q4: 4,041 shares; 2026Q1: 2,277 shares; 2026Q2: 1,929 shares 1,929 $220K 0.01% -348 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,454 shares; 2025Q3: 2,134 shares; 2025Q4: 1,800 shares; 2026Q1: not reported; 2026Q2: 2,286 shares 2,286 $220K 0.01% new Timeline DCTH DELCATH SYS INC More: the full row for DELCATH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,443 shares; 2024Q4: 17,443 shares; 2025Q1: 17,443 shares; 2025Q2: 17,443 shares; 2025Q3: 17,443 shares; 2025Q4: 17,443 shares; 2026Q1: 17,443 shares; 2026Q2: 17,443 shares 17,443 $220K 0.01% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,858 shares 3,858 $219K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; 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: 838 shares 838 $219K 0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; 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: 864 shares 864 $216K 0.01% new Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,325 shares; 2026Q2: 9,325 shares 9,325 $216K 0.01% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,135 shares; 2025Q1: 36,499 shares; 2025Q2: 36,704 shares; 2025Q3: 26,125 shares; 2025Q4: 25,638 shares; 2026Q1: not reported; 2026Q2: 5,003 shares 5,003 $216K 0.01% new Timeline EMKT LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,187 shares; 2026Q1: 8,524 shares; 2026Q2: 6,685 shares 6,685 $215K 0.01% -1,839 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,468 shares 2,468 $215K 0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530 $213K 0.01% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 45 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 28 shares; 2026Q1: 33 shares; 2026Q2: 31 shares 31 $211K 0.01% -2 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203,981 shares; 2025Q3: 18,491 shares; 2025Q4: 16,095 shares; 2026Q1: 13,303 shares; 2026Q2: 6,231 shares 6,231 $211K 0.01% -7,072 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares; 2026Q2: 2,603 shares 2,603 $210K 0.01% +1,765 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 592 shares 592 $210K 0.01% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,101 shares 1,101 $209K 0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,278 shares 2,278 $209K 0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,801 shares 1,801 $207K 0.01% new Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,248 shares 4,248 $206K 0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,676 shares; 2024Q4: 7,859 shares; 2025Q1: 7,911 shares; 2025Q2: 7,942 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,638 shares; 2026Q2: 7,460 shares 7,460 $204K 0.01% -178 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,972 shares 1,972 $204K 0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 958 shares; 2026Q1: not reported; 2026Q2: 1,016 shares 1,016 $204K 0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102 shares 102 $203K 0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,482 shares 2,482 $202K 0.01% new Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,309 shares; 2026Q1: 6,353 shares; 2026Q2: 5,059 shares 5,059 $202K 0.01% -1,294 Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,147 shares; 2025Q2: 11,666 shares; 2025Q3: 11,666 shares; 2025Q4: 11,666 shares; 2026Q1: 12,706 shares; 2026Q2: 12,706 shares 12,706 $195K 0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,673 shares; 2026Q1: 56,706 shares; 2026Q2: 16,252 shares 16,252 $181K 0.01% -40,454 Timeline SDD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,467 shares; 2025Q3: 10,467 shares; 2025Q4: 20,467 shares; 2026Q1: 20,467 shares; 2026Q2: 20,467 shares 20,467 $164K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,540 shares; 2024Q4: 148,073 shares; 2025Q1: 130,571 shares; 2025Q2: 117,048 shares; 2025Q3: 107,713 shares; 2025Q4: 95,585 shares; 2026Q1: 90,137 shares; 2026Q2: 28,411 shares 28,411 $142K 0.01% -61,726 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,583 shares; 2024Q4: not reported; 2025Q1: 10,583 shares; 2025Q2: 10,583 shares; 2025Q3: 10,583 shares; 2025Q4: 10,583 shares; 2026Q1: 11,702 shares; 2026Q2: 11,310 shares 11,310 $123K 0.01% -392 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,650 shares; 2026Q1: 13,650 shares; 2026Q2: 13,650 shares 13,650 $120K 0.01% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,736 shares 10,736 $84.8K <0.01% new Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,103 shares 10,103 $84.5K <0.01% new Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,863 shares; 2025Q2: 144,313 shares; 2025Q3: 128,102 shares; 2025Q4: 133,162 shares; 2026Q1: 20,828 shares; 2026Q2: 20,828 shares 20,828 $43.9K <0.01% 0 Timeline