IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 152,835 shares 152,835 $117M 5.67% +3,534 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 347,260 shares 347,260 $116M 5.61% -26,504 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 273,587 shares 273,587 $62.5M 3.03% +11,103 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; 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; 2026Q3: 152,951 shares 152,951 $57.2M 2.78% +683 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 96,853 shares 96,853 $49.7M 2.41% +6,211 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 607,974 shares 607,974 $49.3M 2.39% +31,745 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 564,250 shares 564,250 $45.1M 2.19% +47,864 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; 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; 2026Q3: 771,269 shares 771,269 $42.8M 2.07% -173,591 Timeline JUSA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 493,060 shares 493,060 $33.8M 1.64% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 94,601 shares 94,601 $32.6M 1.58% +5,742 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; 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; 2026Q3: 395,866 shares 395,866 $32.5M 1.58% -40,599 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; 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; 2026Q3: 707,554 shares 707,554 $31.7M 1.54% +126,023 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 331,259 shares 331,259 $31.3M 1.52% +25,281 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; 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; 2026Q3: 1,048,541 shares 1,048,541 $28.8M 1.4% +27,212 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; 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; 2026Q3: 38,918 shares 38,918 $28.2M 1.37% -2,053 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; 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; 2026Q3: 345,482 shares 345,482 $27.5M 1.34% -35,452 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; 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; 2026Q3: 278,301 shares 278,301 $26.9M 1.3% +12,325 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; 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; 2026Q3: 266,701 shares 266,701 $26.8M 1.3% +5,993 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; 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; 2026Q3: 1,057,151 shares 1,057,151 $25.8M 1.25% +67,077 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 74,385 shares 74,385 $25.3M 1.23% -6,069 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 108,660 shares 108,660 $24.8M 1.2% +3,762 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 248,785 shares 248,785 $24.1M 1.17% +21,116 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; 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; 2026Q3: 47,825 shares 47,825 $23.8M 1.15% -772 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; 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; 2026Q3: 89,758 shares 89,758 $22.4M 1.08% +3,410 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 537,009 shares 537,009 $22.1M 1.07% +49,329 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; 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; 2026Q3: 223,351 shares 223,351 $21M 1.02% +18,223 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314,049 shares; 2026Q2: 348,921 shares; 2026Q3: 401,923 shares 401,923 $20.6M 1% +53,002 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; 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; 2026Q3: 372,462 shares 372,462 $18.2M 0.88% +112,247 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 236,634 shares 236,634 $17.8M 0.86% -29,115 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; 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; 2026Q3: 241,121 shares 241,121 $17.7M 0.86% +16,716 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 103,031 shares 103,031 $16.8M 0.81% new 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; 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; 2026Q3: 228,935 shares 228,935 $15.8M 0.77% +33,263 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 53,530 shares 53,530 $14.2M 0.69% -1,803 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,419 shares; 2026Q1: 286,783 shares; 2026Q2: 273,112 shares; 2026Q3: 299,214 shares 299,214 $14M 0.68% +26,102 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,584 shares; 2026Q1: 229,310 shares; 2026Q2: 248,058 shares; 2026Q3: 312,764 shares 312,764 $13.8M 0.67% +64,706 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 258,407 shares; 2026Q1: 718,613 shares; 2026Q2: 677,311 shares; 2026Q3: 717,978 shares 717,978 $13.6M 0.66% +40,667 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 127,448 shares 127,448 $13.2M 0.64% -9,622 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; 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; 2026Q3: 11,287 shares 11,287 $13.1M 0.63% +508 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 35,967 shares 35,967 $12.6M 0.61% +149 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 60,232 shares 60,232 $12.3M 0.6% -11,938 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; 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; 2026Q3: 377,019 shares 377,019 $12.3M 0.59% -3,214 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 101,479 shares 101,479 $12.2M 0.59% -590 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; 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; 2026Q3: 99,411 shares 99,411 $11.8M 0.57% -904 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 44,522 shares 44,522 $11.6M 0.56% -3,114 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,212 shares; 2026Q1: 18,927 shares; 2026Q2: 19,855 shares; 2026Q3: 22,689 shares 22,689 $11.6M 0.56% +2,834 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,509 shares; 2026Q1: 12,361 shares; 2026Q2: 9,983 shares; 2026Q3: 9,963 shares 9,963 $10.6M 0.51% -20 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,819 shares 12,819 $10.4M 0.5% +667 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; 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; 2026Q3: 16,838 shares 16,838 $10.3M 0.5% -2,009 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; 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; 2026Q3: 11,006 shares 11,006 $10M 0.49% -1,066 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; 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; 2026Q3: 265,960 shares 265,960 $9.97M 0.48% -44,535 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; 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; 2026Q3: 16,146 shares 16,146 $9.82M 0.48% -1,844 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; 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; 2026Q3: 52,372 shares 52,372 $9.8M 0.47% -33 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,324 shares; 2026Q1: 244,805 shares; 2026Q2: 242,352 shares; 2026Q3: 279,136 shares 279,136 $9.16M 0.44% +36,784 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,835 shares 24,835 $8.92M 0.43% +2,318 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; 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; 2026Q3: 26,929 shares 26,929 $8.91M 0.43% -2,353 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; 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; 2026Q3: 166,425 shares 166,425 $8.82M 0.43% -16,684 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; 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; 2026Q3: 249,031 shares 249,031 $8.55M 0.41% -51,175 Timeline BBJP 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 106,866 shares 106,866 $8.39M 0.41% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,954 shares; 2026Q2: 143,562 shares; 2026Q3: 144,227 shares 144,227 $8.16M 0.4% +665 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,701 shares 14,701 $8.11M 0.39% -890 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; 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; 2026Q3: 10,361 shares 10,361 $7.9M 0.38% -1,326 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; 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; 2026Q3: 21,049 shares 21,049 $7.73M 0.37% +2,400 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; 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; 2026Q3: 218,125 shares 218,125 $7.68M 0.37% +99,977 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; 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; 2026Q3: 89,110 shares 89,110 $7.67M 0.37% +7,611 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; 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; 2026Q3: 248,701 shares 248,701 $7.46M 0.36% +3,466 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; 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; 2026Q3: 119,304 shares 119,304 $7.31M 0.35% +24,743 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; 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; 2026Q3: 122,189 shares 122,189 $7.27M 0.35% +6,894 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; 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; 2026Q3: 94,314 shares 94,314 $7.23M 0.35% -13,787 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,820 shares; 2026Q2: 191,968 shares; 2026Q3: 192,064 shares 192,064 $7.22M 0.35% +96 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,574 shares; 2026Q1: 42,648 shares; 2026Q2: 39,613 shares; 2026Q3: 34,286 shares 34,286 $7.13M 0.35% -5,327 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,258 shares; 2026Q3: 45,941 shares 45,941 $6.93M 0.34% +29,683 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,405 shares; 2026Q2: 42,598 shares; 2026Q3: 42,593 shares 42,593 $6.88M 0.33% -5 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; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9 $6.72M 0.33% 0 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; 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; 2026Q3: 72,312 shares 72,312 $6.63M 0.32% +1,157 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; 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; 2026Q3: 29,333 shares 29,333 $6.45M 0.31% -61 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,841 shares 17,841 $6.33M 0.31% -213 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 45,485 shares 45,485 $6.25M 0.3% -356 Timeline HYIN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,363 shares; 2026Q1: 424,306 shares; 2026Q2: 411,948 shares; 2026Q3: 487,470 shares 487,470 $6.22M 0.3% +75,522 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,544 shares 26,544 $6.2M 0.3% -3,508 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; 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; 2026Q3: 11,472 shares 11,472 $6.17M 0.3% -9 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,924 shares; 2026Q1: 244,517 shares; 2026Q2: 228,279 shares; 2026Q3: 239,337 shares 239,337 $5.94M 0.29% +11,058 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 65,762 shares 65,762 $5.84M 0.28% -11,453 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; 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; 2026Q3: 8,107 shares 8,107 $5.68M 0.28% +567 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; 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; 2026Q3: 19,816 shares 19,816 $5.64M 0.27% +2,870 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; 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; 2026Q3: 20,902 shares 20,902 $5.53M 0.27% +15,676 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; 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; 2026Q3: 27,091 shares 27,091 $5.52M 0.27% -465 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; 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; 2026Q3: 78,603 shares 78,603 $5.25M 0.25% -14,322 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; 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; 2026Q3: 35,276 shares 35,276 $5.12M 0.25% +7,192 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; 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; 2026Q3: 110,636 shares 110,636 $5.07M 0.25% -11,144 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; 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; 2026Q3: 34,883 shares 34,883 $5.07M 0.25% +1,716 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; 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; 2026Q3: 40,996 shares 40,996 $5.05M 0.24% -8,179 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; 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; 2026Q3: 5,302 shares 5,302 $5.04M 0.24% -229 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,954 shares; 2026Q2: 130,281 shares; 2026Q3: 145,662 shares 145,662 $4.88M 0.24% +15,381 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; 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; 2026Q3: 10,375 shares 10,375 $4.8M 0.23% -14,341 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,631 shares; 2026Q2: 126,659 shares; 2026Q3: 155,310 shares 155,310 $4.78M 0.23% +28,651 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; 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; 2026Q3: 15,741 shares 15,741 $4.41M 0.21% -2,137 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 44,692 shares 44,692 $4.34M 0.21% +23,678 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,303 shares 10,303 $4.34M 0.21% -3,055 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 30,469 shares 30,469 $4.33M 0.21% -829 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,958 shares; 2026Q2: 85,488 shares; 2026Q3: 86,925 shares 86,925 $4.29M 0.21% +1,437 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; 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; 2026Q3: 32,638 shares 32,638 $4.04M 0.2% -7,961 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,344 shares; 2026Q3: 54,052 shares 54,052 $3.94M 0.19% -292 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; 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; 2026Q3: 37,206 shares 37,206 $3.93M 0.19% -5,826 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; 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; 2026Q3: 117,551 shares 117,551 $3.92M 0.19% -25,528 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,548 shares; 2026Q1: 6,341 shares; 2026Q2: 9,315 shares; 2026Q3: 9,803 shares 9,803 $3.89M 0.19% +488 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,531 shares 22,531 $3.76M 0.18% -3,213 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 53,760 shares 53,760 $3.74M 0.18% -2,411 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,982 shares; 2026Q1: 255,488 shares; 2026Q2: 257,710 shares; 2026Q3: 305,184 shares 305,184 $3.66M 0.18% +47,474 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; 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; 2026Q3: 4,773 shares 4,773 $3.53M 0.17% +579 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; 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; 2026Q3: 22,420 shares 22,420 $3.48M 0.17% -6,759 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; 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; 2026Q3: 76,241 shares 76,241 $3.46M 0.17% -3,554 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; 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; 2026Q3: 6,584 shares 6,584 $3.35M 0.16% -1,754 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,929 shares; 2026Q2: 94,033 shares; 2026Q3: 92,935 shares 92,935 $3.34M 0.16% -1,098 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; 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; 2026Q3: 14,311 shares 14,311 $3.34M 0.16% -1,385 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; 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; 2026Q3: 12,143 shares 12,143 $3.3M 0.16% +44 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,564 shares; 2026Q3: 12,112 shares 12,112 $3.2M 0.16% +1,548 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,682 shares 13,682 $3.16M 0.15% -379 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,603 shares; 2026Q2: 24,753 shares; 2026Q3: 29,095 shares 29,095 $3.13M 0.15% +4,342 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,026 shares 10,026 $3.13M 0.15% +780 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; 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; 2026Q3: 27,685 shares 27,685 $3.12M 0.15% -3,445 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; 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; 2026Q3: 66,981 shares 66,981 $3.01M 0.15% +11,239 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; 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; 2026Q3: 62,149 shares 62,149 $2.96M 0.14% +39,891 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; 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; 2026Q3: 19,801 shares 19,801 $2.95M 0.14% +1,059 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; 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; 2026Q3: 49,307 shares 49,307 $2.9M 0.14% +88 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,140 shares 29,140 $2.9M 0.14% -8,987 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,917 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,902 shares; 2026Q2: 16,873 shares; 2026Q3: 15,699 shares 15,699 $2.89M 0.14% -1,174 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 50,456 shares 50,456 $2.79M 0.14% +10,586 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,274 shares 13,274 $2.78M 0.13% +201 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,278 shares; 2026Q2: 12,380 shares; 2026Q3: 12,484 shares 12,484 $2.77M 0.13% +104 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; 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; 2026Q3: 10,411 shares 10,411 $2.75M 0.13% -2,722 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; 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; 2026Q3: 16,728 shares 16,728 $2.73M 0.13% +415 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; 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; 2026Q3: 27,910 shares 27,910 $2.73M 0.13% +2,029 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; 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; 2026Q3: 5,973 shares 5,973 $2.72M 0.13% +1,754 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,873 shares; 2026Q2: 74,149 shares; 2026Q3: 68,394 shares 68,394 $2.72M 0.13% -5,755 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 62,907 shares 62,907 $2.7M 0.13% -373 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; 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; 2026Q3: 17,478 shares 17,478 $2.67M 0.13% -4,024 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,227 shares; 2026Q3: 82,708 shares 82,708 $2.63M 0.13% +14,481 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; 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; 2026Q3: 3,832 shares 3,832 $2.59M 0.13% -1,031 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; 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; 2026Q3: 61,402 shares 61,402 $2.58M 0.13% -13,917 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; 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; 2026Q3: 7,777 shares 7,777 $2.55M 0.12% -959 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,569 shares; 2026Q2: 53,240 shares; 2026Q3: 54,109 shares 54,109 $2.51M 0.12% +869 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; 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; 2026Q3: 45,266 shares 45,266 $2.46M 0.12% +4,357 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; 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; 2026Q3: 12,391 shares 12,391 $2.43M 0.12% -2,580 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; 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; 2026Q3: 98,966 shares 98,966 $2.41M 0.12% +6,621 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,819 shares; 2026Q1: 12,344 shares; 2026Q2: 17,433 shares; 2026Q3: 43,672 shares 43,672 $2.36M 0.11% +26,239 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; 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; 2026Q3: 37,000 shares 37,000 $2.35M 0.11% 0 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; 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; 2026Q3: 56,715 shares 56,715 $2.27M 0.11% -14,084 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; 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; 2026Q3: 24,486 shares 24,486 $2.25M 0.11% -1,684 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; 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; 2026Q3: 43,658 shares 43,658 $2.21M 0.11% -2,537 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; 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; 2026Q3: 33,990 shares 33,990 $2.2M 0.11% -1,086 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 897 shares; 2026Q2: 9,493 shares; 2026Q3: 11,243 shares 11,243 $2.19M 0.11% +1,750 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; 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; 2026Q3: 5,122 shares 5,122 $2.08M 0.1% +211 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; 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; 2026Q3: 16,289 shares 16,289 $2.05M 0.1% -7,685 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 35,113 shares 35,113 $1.96M 0.1% -2,414 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; 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; 2026Q3: 26,507 shares 26,507 $1.93M 0.09% -2,634 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,992 shares 24,992 $1.92M 0.09% -11,180 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; 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; 2026Q3: 26,006 shares 26,006 $1.89M 0.09% -216,163 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 65,812 shares 65,812 $1.88M 0.09% -760 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,805 shares; 2026Q2: 14,854 shares; 2026Q3: 14,877 shares 14,877 $1.86M 0.09% +23 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,252 shares 8,252 $1.83M 0.09% -157 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; 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; 2026Q3: 7,513 shares 7,513 $1.81M 0.09% -336 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,367 shares; 2026Q2: 19,248 shares; 2026Q3: 19,617 shares 19,617 $1.8M 0.09% +369 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; 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; 2026Q3: 4,678 shares 4,678 $1.78M 0.09% +32 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,852 shares 15,852 $1.78M 0.09% -1,910 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,753 shares 13,753 $1.74M 0.08% -10,141 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; 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; 2026Q3: 75,613 shares 75,613 $1.74M 0.08% -73,151 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; 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; 2026Q3: 24,730 shares 24,730 $1.69M 0.08% +823 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; 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; 2026Q3: 39,451 shares 39,451 $1.69M 0.08% -9,750 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; 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; 2026Q3: 30,797 shares 30,797 $1.67M 0.08% -19,716 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; 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; 2026Q3: 27,204 shares 27,204 $1.66M 0.08% -1,542 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,720 shares 13,720 $1.64M 0.08% -770 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; 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; 2026Q3: 6,093 shares 6,093 $1.64M 0.08% -637 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; 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; 2026Q3: 18,180 shares 18,180 $1.63M 0.08% -178 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,968 shares; 2026Q2: 6,134 shares; 2026Q3: 5,576 shares 5,576 $1.62M 0.08% -558 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 751 shares; 2026Q3: 4,935 shares 4,935 $1.6M 0.08% +4,184 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,726 shares; 2026Q2: 14,749 shares; 2026Q3: 14,652 shares 14,652 $1.51M 0.07% -97 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; 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; 2026Q3: 17,610 shares 17,610 $1.5M 0.07% +710 Timeline TBT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,000 shares; 2026Q3: 35,000 shares 35,000 $1.49M 0.07% +5,000 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,163 shares 15,163 $1.47M 0.07% -3,387 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,310 shares; 2026Q2: 16,946 shares; 2026Q3: 17,469 shares 17,469 $1.47M 0.07% +523 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,368 shares; 2026Q2: 29,761 shares; 2026Q3: 29,686 shares 29,686 $1.47M 0.07% -75 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; 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; 2026Q3: 28,684 shares 28,684 $1.43M 0.07% +237 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; 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; 2026Q3: 14,429 shares 14,429 $1.42M 0.07% -7,588 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,402 shares 3,402 $1.42M 0.07% +18 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,537 shares 10,537 $1.41M 0.07% +1,997 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,295 shares 5,295 $1.4M 0.07% -7 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,267 shares; 2026Q2: 19,669 shares; 2026Q3: 19,870 shares 19,870 $1.4M 0.07% +201 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,581 shares; 2026Q1: 28,294 shares; 2026Q2: 29,169 shares; 2026Q3: 28,133 shares 28,133 $1.4M 0.07% -1,036 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; 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; 2026Q3: 32,317 shares 32,317 $1.39M 0.07% -4,555 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; 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; 2026Q3: 33,053 shares 33,053 $1.39M 0.07% -4,962 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares; 2026Q1: 9,050 shares; 2026Q2: 20,050 shares; 2026Q3: 40,000 shares 40,000 $1.38M 0.07% +19,950 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,355 shares; 2026Q2: 53,731 shares; 2026Q3: 53,737 shares 53,737 $1.37M 0.07% +6 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,540 shares 9,540 $1.36M 0.07% -90 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,551 shares 3,551 $1.36M 0.07% -38 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,444 shares; 2026Q2: 84,095 shares; 2026Q3: 86,043 shares 86,043 $1.35M 0.07% +1,948 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; 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; 2026Q3: 15,014 shares 15,014 $1.35M 0.07% +19 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; 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; 2026Q3: 24,683 shares 24,683 $1.35M 0.07% -3,815 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; 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; 2026Q3: 33,330 shares 33,330 $1.34M 0.07% -2,610 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,959 shares; 2026Q2: 7,926 shares; 2026Q3: 7,946 shares 7,946 $1.3M 0.06% +20 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,413 shares 5,413 $1.3M 0.06% -396 Timeline HELP CYBIN INC More: the full row for CYBIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 103,500 shares 103,500 $1.27M 0.06% new 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; 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; 2026Q3: 49,638 shares 49,638 $1.27M 0.06% -38,539 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,223 shares; 2026Q2: 4,103 shares; 2026Q3: 4,204 shares 4,204 $1.26M 0.06% +101 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,768 shares 11,768 $1.24M 0.06% -5,349 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; 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; 2026Q3: 48,048 shares 48,048 $1.22M 0.06% -50,379 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; 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; 2026Q3: 24,487 shares 24,487 $1.19M 0.06% -2,361 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,369 shares; 2026Q2: 6,196 shares; 2026Q3: 14,926 shares 14,926 $1.19M 0.06% +8,730 Timeline JCAL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,093 shares 25,093 $1.19M 0.06% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,789 shares 21,789 $1.19M 0.06% -1,583 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; 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; 2026Q3: 4,251 shares 4,251 $1.18M 0.06% -2,658 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,440 shares; 2026Q2: 10,638 shares; 2026Q3: 25,846 shares 25,846 $1.18M 0.06% +15,208 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,113 shares; 2026Q2: 8,604 shares; 2026Q3: 7,570 shares 7,570 $1.17M 0.06% -1,034 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; 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; 2026Q3: 3,326 shares 3,326 $1.17M 0.06% -70 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; 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; 2026Q3: 6,105 shares 6,105 $1.16M 0.06% +230 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; 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; 2026Q3: 23,038 shares 23,038 $1.16M 0.06% -19,082 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,409 shares; 2026Q1: 24,474 shares; 2026Q2: 25,441 shares; 2026Q3: 24,274 shares 24,274 $1.16M 0.06% -1,167 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; 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; 2026Q3: 38,682 shares 38,682 $1.15M 0.06% -196 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,007 shares; 2026Q1: 27,080 shares; 2026Q2: 28,004 shares; 2026Q3: 26,561 shares 26,561 $1.15M 0.06% -1,443 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,124 shares; 2026Q2: 14,352 shares; 2026Q3: 12,469 shares 12,469 $1.13M 0.05% -1,883 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; 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; 2026Q3: 404,071 shares 404,071 $1.11M 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,397 shares; 2026Q2: 12,483 shares; 2026Q3: 18,856 shares 18,856 $1.09M 0.05% +6,373 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,132 shares; 2026Q2: 17,310 shares; 2026Q3: 17,788 shares 17,788 $1.09M 0.05% +478 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,208 shares; 2026Q1: 124,278 shares; 2026Q2: 35,892 shares; 2026Q3: 35,945 shares 35,945 $1.09M 0.05% +53 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,539 shares; 2026Q2: 4,506 shares; 2026Q3: 3,911 shares 3,911 $1.08M 0.05% -595 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,874 shares 3,874 $1.08M 0.05% -82 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; 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; 2026Q3: 16,448 shares 16,448 $1.04M 0.05% -824 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,175 shares 6,175 $1.03M 0.05% -470 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,960 shares 12,960 $1.03M 0.05% -80 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,491 shares; 2025Q1: 6,491 shares; 2025Q2: 6,491 shares; 2025Q3: 6,491 shares; 2025Q4: 6,437 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27,224 shares 27,224 $1.01M 0.05% new 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; 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; 2026Q3: 47,486 shares 47,486 $1M 0.05% -51,900 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,409 shares 18,409 $996K 0.05% -3,853 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,417 shares; 2026Q2: 17,883 shares; 2026Q3: 17,980 shares 17,980 $987K 0.05% +97 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,241 shares 5,241 $980K 0.05% -4,592 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; 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; 2026Q3: 36,783 shares 36,783 $969K 0.05% +22 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,464 shares; 2026Q2: 1,529 shares; 2026Q3: 2,499 shares 2,499 $969K 0.05% +970 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,113 shares; 2026Q1: 17,177 shares; 2026Q2: 28,084 shares; 2026Q3: 27,943 shares 27,943 $961K 0.05% -141 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; 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; 2026Q3: 5,206 shares 5,206 $959K 0.05% -405 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,958 shares 6,958 $958K 0.05% -28 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; 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; 2026Q3: 15,359 shares 15,359 $945K 0.05% -20,246 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,668 shares; 2026Q2: 56,183 shares; 2026Q3: 39,431 shares 39,431 $928K 0.05% -16,752 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; 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; 2026Q3: 4,289 shares 4,289 $927K 0.04% +56 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; 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; 2026Q3: 11,575 shares 11,575 $927K 0.04% +44 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,539 shares; 2026Q2: 2,546 shares; 2026Q3: 2,546 shares 2,546 $909K 0.04% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,612 shares; 2026Q1: 8,412 shares; 2026Q2: 9,858 shares; 2026Q3: 9,955 shares 9,955 $898K 0.04% +97 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,546 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,926 shares; 2026Q3: 7,574 shares 7,574 $892K 0.04% +648 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; 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; 2026Q3: 12,708 shares 12,708 $891K 0.04% +8,373 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,374 shares; 2026Q2: 9,830 shares; 2026Q3: 8,806 shares 8,806 $890K 0.04% -1,024 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,474 shares; 2026Q2: 7,604 shares; 2026Q3: 6,911 shares 6,911 $889K 0.04% -693 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,262 shares; 2026Q2: 32,022 shares; 2026Q3: 35,247 shares 35,247 $885K 0.04% +3,225 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,981 shares 8,981 $875K 0.04% -161 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; 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; 2026Q3: 2,197 shares 2,197 $867K 0.04% -695 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,275 shares 1,275 $856K 0.04% +44 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; 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; 2026Q3: 26,157 shares 26,157 $854K 0.04% -191 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; 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; 2026Q3: 27,237 shares 27,237 $840K 0.04% -1,486 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,613 shares; 2026Q1: 32,867 shares; 2026Q2: 22,017 shares; 2026Q3: 17,739 shares 17,739 $840K 0.04% -4,278 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,383 shares; 2026Q2: 12,683 shares; 2026Q3: 13,307 shares 13,307 $832K 0.04% +624 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,586 shares 11,586 $824K 0.04% -53 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; 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; 2026Q3: 13,264 shares 13,264 $808K 0.04% -9,546 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,885 shares; 2026Q2: 12,472 shares; 2026Q3: 11,329 shares 11,329 $790K 0.04% -1,143 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,759 shares 5,759 $785K 0.04% 0 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; 2024Q4: 460 shares; 2025Q1: 585 shares; 2025Q2: 565 shares; 2025Q3: 597 shares; 2025Q4: 468 shares; 2026Q1: 443 shares; 2026Q2: 452 shares; 2026Q3: 454 shares 454 $777K 0.04% +2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,250 shares; 2026Q3: 5,250 shares 5,250 $765K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,381 shares; 2026Q1: 10,219 shares; 2026Q2: 10,807 shares; 2026Q3: 10,596 shares 10,596 $748K 0.04% -211 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; 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; 2026Q3: 11,319 shares 11,319 $732K 0.04% -584 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,645 shares 16,645 $729K 0.04% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,842 shares; 2026Q2: 2,910 shares; 2026Q3: 2,923 shares 2,923 $725K 0.04% +13 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; 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; 2026Q3: 8,183 shares 8,183 $706K 0.03% +232 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; 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; 2026Q3: 5,240 shares 5,240 $695K 0.03% +73 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,338 shares; 2026Q2: 16,607 shares; 2026Q3: 14,019 shares 14,019 $693K 0.03% -2,588 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,604 shares; 2026Q2: 2,551 shares; 2026Q3: 2,258 shares 2,258 $688K 0.03% -293 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,605 shares 11,605 $678K 0.03% -1,792 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; 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; 2026Q3: 10,759 shares 10,759 $671K 0.03% +14 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,601 shares; 2026Q1: 8,458 shares; 2026Q2: 8,417 shares; 2026Q3: 8,508 shares 8,508 $663K 0.03% +91 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,775 shares; 2026Q2: 22,491 shares; 2026Q3: 23,011 shares 23,011 $643K 0.03% +520 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; 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; 2026Q3: 5,390 shares 5,390 $640K 0.03% +275 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; 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; 2026Q3: 9,230 shares 9,230 $639K 0.03% +812 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; 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; 2026Q3: 5,524 shares 5,524 $630K 0.03% -57 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,359 shares 3,359 $625K 0.03% -50 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 23,984 shares 23,984 $618K 0.03% +14 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,732 shares; 2026Q2: 5,994 shares; 2026Q3: 6,156 shares 6,156 $614K 0.03% +162 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,515 shares 6,515 $612K 0.03% +308 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,019 shares; 2026Q1: 19,980 shares; 2026Q2: 15,584 shares; 2026Q3: 13,263 shares 13,263 $609K 0.03% -2,321 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; 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; 2026Q3: 2,358 shares 2,358 $609K 0.03% +27 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; 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; 2026Q3: 12,106 shares 12,106 $608K 0.03% +372 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,022 shares 7,022 $607K 0.03% -3,701 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,400 shares 6,400 $604K 0.03% -2,717 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; 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; 2026Q3: 1,509 shares 1,509 $597K 0.03% +60 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,131 shares; 2026Q1: 11,167 shares; 2026Q2: 8,872 shares; 2026Q3: 5,902 shares 5,902 $595K 0.03% -2,970 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; 2024Q4: 596 shares; 2025Q1: 616 shares; 2025Q2: 819 shares; 2025Q3: 691 shares; 2025Q4: 590 shares; 2026Q1: 680 shares; 2026Q2: 4,706 shares; 2026Q3: 4,716 shares 4,716 $593K 0.03% +10 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; 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; 2026Q3: 5,156 shares 5,156 $592K 0.03% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,961 shares 5,961 $591K 0.03% -47 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; 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; 2026Q3: 8,534 shares 8,534 $575K 0.03% +228 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; 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; 2026Q3: 1,128 shares 1,128 $574K 0.03% +2 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,350 shares; 2026Q1: 10,667 shares; 2026Q2: 14,503 shares; 2026Q3: 14,719 shares 14,719 $572K 0.03% +216 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,908 shares 7,908 $569K 0.03% +6 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; 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; 2026Q3: 11,248 shares 11,248 $565K 0.03% -71 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; 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; 2026Q3: 15,281 shares 15,281 $557K 0.03% -1,715 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,657 shares; 2026Q2: 8,551 shares; 2026Q3: 8,376 shares 8,376 $551K 0.03% -175 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; 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; 2026Q3: 10,621 shares 10,621 $550K 0.03% +220 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; 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; 2026Q3: 12,842 shares 12,842 $544K 0.03% -9,267 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; 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; 2026Q3: 4,756 shares 4,756 $538K 0.03% -3,305 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; 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; 2026Q3: 4,008 shares 4,008 $530K 0.03% -761 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,137 shares 3,137 $530K 0.03% +29 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 298 shares 298 $518K 0.03% new 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; 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; 2026Q3: 3,936 shares 3,936 $512K 0.02% -218 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,149 shares; 2026Q2: 3,162 shares; 2026Q3: 3,142 shares 3,142 $505K 0.02% -20 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,679 shares 10,679 $500K 0.02% -278 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,819 shares; 2026Q1: 3,444 shares; 2026Q2: 3,016 shares; 2026Q3: 2,814 shares 2,814 $498K 0.02% -202 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; 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; 2026Q3: 12,710 shares 12,710 $495K 0.02% +7 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; 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; 2026Q3: 21,910 shares 21,910 $495K 0.02% +179 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,807 shares 3,807 $493K 0.02% +792 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; 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; 2026Q3: 1,366 shares 1,366 $487K 0.02% +27 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,888 shares; 2026Q2: 6,625 shares; 2026Q3: 6,387 shares 6,387 $486K 0.02% -238 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; 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; 2026Q3: 2,848 shares 2,848 $482K 0.02% -2 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; 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; 2026Q3: 1,871 shares 1,871 $475K 0.02% +128 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,371 shares 13,371 $473K 0.02% -7,906 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; 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; 2026Q3: 1,098 shares 1,098 $472K 0.02% +44 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,343 shares; 2026Q2: 14,612 shares; 2026Q3: 14,053 shares 14,053 $470K 0.02% -559 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; 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; 2026Q3: 9,065 shares 9,065 $468K 0.02% -192 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; 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; 2026Q3: 11,239 shares 11,239 $468K 0.02% +6,085 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,767 shares; 2026Q2: 4,455 shares; 2026Q3: 4,455 shares 4,455 $466K 0.02% 0 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,823 shares; 2026Q1: 12,611 shares; 2026Q2: 12,922 shares; 2026Q3: 13,248 shares 13,248 $462K 0.02% +326 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,871 shares 2,871 $460K 0.02% -77 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,082 shares; 2026Q2: 10,786 shares; 2026Q3: 11,190 shares 11,190 $457K 0.02% +404 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,466 shares; 2026Q2: 5,684 shares; 2026Q3: 5,272 shares 5,272 $455K 0.02% -412 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,449 shares; 2026Q2: 4,014 shares; 2026Q3: 4,093 shares 4,093 $454K 0.02% +79 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,898 shares; 2026Q3: 15,890 shares 15,890 $449K 0.02% -8 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; 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; 2026Q3: 36,799 shares 36,799 $444K 0.02% +754 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,264 shares; 2026Q2: 4,244 shares; 2026Q3: 4,308 shares 4,308 $440K 0.02% +64 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; 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; 2026Q3: 9,290 shares 9,290 $433K 0.02% +119 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,371 shares; 2026Q2: 4,957 shares; 2026Q3: 4,896 shares 4,896 $433K 0.02% -61 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; 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; 2026Q3: 17,101 shares 17,101 $430K 0.02% -1,172 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; 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; 2026Q3: 473 shares 473 $426K 0.02% +117 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,891 shares 9,891 $425K 0.02% +22 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; 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; 2026Q3: 1,249 shares 1,249 $422K 0.02% -1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,994 shares; 2026Q2: 3,971 shares; 2026Q3: 3,912 shares 3,912 $420K 0.02% -59 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; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 513 shares; 2025Q4: 466 shares; 2026Q1: 618 shares; 2026Q2: 713 shares; 2026Q3: 860 shares 860 $419K 0.02% +147 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,851 shares; 2026Q2: 3,851 shares; 2026Q3: 3,912 shares 3,912 $418K 0.02% +61 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 803 shares; 2026Q2: 824 shares; 2026Q3: 849 shares 849 $418K 0.02% +25 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; 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; 2026Q3: 6,629 shares 6,629 $417K 0.02% -1,504 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,414 shares; 2026Q2: 2,960 shares; 2026Q3: 2,743 shares 2,743 $416K 0.02% -217 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; 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; 2026Q3: 3,007 shares 3,007 $414K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,362 shares; 2026Q3: 8,320 shares 8,320 $414K 0.02% -42 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; 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; 2026Q3: 7,276 shares 7,276 $410K 0.02% -2,166 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,151 shares; 2026Q1: 11,033 shares; 2026Q2: 11,401 shares; 2026Q3: 10,822 shares 10,822 $409K 0.02% -579 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,779 shares 1,779 $408K 0.02% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,878 shares; 2026Q1: 3,878 shares; 2026Q2: 3,878 shares; 2026Q3: 3,906 shares 3,906 $405K 0.02% +28 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,424 shares 19,424 $403K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,541 shares; 2026Q1: 12,445 shares; 2026Q2: 12,715 shares; 2026Q3: 12,033 shares 12,033 $403K 0.02% -682 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,538 shares; 2026Q1: 11,409 shares; 2026Q2: 11,759 shares; 2026Q3: 11,148 shares 11,148 $403K 0.02% -611 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,422 shares 7,422 $402K 0.02% -14,940 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,689 shares; 2026Q2: 2,948 shares; 2026Q3: 2,948 shares 2,948 $401K 0.02% 0 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; 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; 2026Q3: 5,185 shares 5,185 $399K 0.02% +352 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,777 shares; 2026Q1: 6,896 shares; 2026Q2: 1,692 shares; 2026Q3: 1,309 shares 1,309 $398K 0.02% -383 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; 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; 2026Q3: 4,793 shares 4,793 $398K 0.02% -5 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,691 shares; 2026Q1: 10,567 shares; 2026Q2: 10,872 shares; 2026Q3: 10,347 shares 10,347 $397K 0.02% -525 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,341 shares 1,341 $382K 0.02% -19 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,981 shares; 2026Q2: 5,469 shares; 2026Q3: 5,644 shares 5,644 $380K 0.02% +175 Timeline SDD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 40,000 shares 40,000 $380K 0.02% +19,533 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,598 shares; 2026Q2: 6,653 shares; 2026Q3: 7,125 shares 7,125 $377K 0.02% +472 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,536 shares 2,536 $376K 0.02% -79 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,897 shares 1,897 $376K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,535 shares; 2026Q2: 2,478 shares; 2026Q3: 2,468 shares 2,468 $374K 0.02% -10 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,383 shares 2,383 $373K 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,589 shares 3,589 $363K 0.02% -353 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,566 shares; 2026Q2: 4,567 shares; 2026Q3: 4,567 shares 4,567 $358K 0.02% 0 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; 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; 2026Q3: 5,877 shares 5,877 $356K 0.02% -3,491 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,812 shares 7,812 $349K 0.02% -6,709 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; 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; 2026Q3: 9,882 shares 9,882 $348K 0.02% -6,099 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,076 shares; 2026Q1: 4,831 shares; 2026Q2: 5,023 shares; 2026Q3: 5,957 shares 5,957 $344K 0.02% +934 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; 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; 2026Q3: 2,051 shares 2,051 $342K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,536 shares 1,536 $341K 0.02% +176 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,775 shares; 2026Q2: 6,642 shares; 2026Q3: 6,446 shares 6,446 $340K 0.02% -196 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,438 shares 3,438 $340K 0.02% -3,840 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,218 shares; 2026Q2: 3,804 shares; 2026Q3: 3,720 shares 3,720 $340K 0.02% -84 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; 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; 2026Q3: 8,452 shares 8,452 $334K 0.02% -5,327 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; 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; 2026Q3: 5,945 shares 5,945 $334K 0.02% -4,507 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; 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; 2026Q3: 11,996 shares 11,996 $330K 0.02% +4,536 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; 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; 2026Q3: 15,316 shares 15,316 $328K 0.02% -1,179 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; 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; 2026Q3: 2,053 shares 2,053 $327K 0.02% +24 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368 shares; 2026Q1: 1,384 shares; 2026Q2: 1,434 shares; 2026Q3: 1,436 shares 1,436 $318K 0.02% +2 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,065 shares; 2026Q1: 837 shares; 2026Q2: 793 shares; 2026Q3: 903 shares 903 $318K 0.02% +110 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,717 shares; 2026Q1: 8,640 shares; 2026Q2: 8,934 shares; 2026Q3: 8,475 shares 8,475 $315K 0.02% -459 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; 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; 2026Q3: 1,707 shares 1,707 $315K 0.02% -1 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 721 shares 721 $314K 0.02% -278 Timeline GLL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,500 shares 12,500 $312K 0.02% new 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; 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; 2026Q3: 891 shares 891 $311K 0.02% -350 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,215 shares 1,215 $310K 0.02% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,832 shares 2,832 $310K 0.02% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,398 shares 1,398 $310K 0.02% -504 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; 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; 2026Q3: 23,002 shares 23,002 $309K 0.01% -36 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,976 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,218 shares 11,218 $306K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,081 shares; 2026Q1: 9,989 shares; 2026Q2: 10,299 shares; 2026Q3: 9,797 shares 9,797 $305K 0.01% -502 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; 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; 2026Q3: 2,054 shares 2,054 $304K 0.01% -508 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,983 shares; 2026Q2: 4,807 shares; 2026Q3: 5,380 shares 5,380 $303K 0.01% +573 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; 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; 2026Q3: 1,481 shares 1,481 $302K 0.01% -173 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; 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; 2026Q3: 4,860 shares 4,860 $302K 0.01% +60 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; 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; 2026Q3: 5,124 shares 5,124 $296K 0.01% +160 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,706 shares; 2026Q3: 1,939 shares 1,939 $295K 0.01% +233 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,682 shares; 2026Q1: 7,604 shares; 2026Q2: 1,631 shares; 2026Q3: 3,440 shares 3,440 $290K 0.01% +1,809 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; 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; 2026Q3: 6,476 shares 6,476 $289K 0.01% -305 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 549 shares; 2026Q2: 463 shares; 2026Q3: 432 shares 432 $284K 0.01% -31 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; 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; 2026Q3: 6,691 shares 6,691 $283K 0.01% -967 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; 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; 2026Q3: 3,933 shares 3,933 $282K 0.01% -307 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 838 shares; 2026Q3: 1,018 shares 1,018 $281K 0.01% +180 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; 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; 2026Q3: 17,443 shares 17,443 $279K 0.01% 0 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,309 shares; 2026Q1: 6,353 shares; 2026Q2: 5,059 shares; 2026Q3: 5,057 shares 5,057 $277K 0.01% -2 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,277 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,767 shares 1,767 $277K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 643 shares; 2026Q3: 742 shares 742 $275K 0.01% +99 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; 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; 2026Q3: 4,661 shares 4,661 $272K 0.01% +3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 592 shares; 2026Q3: 819 shares 819 $272K 0.01% +227 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; 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; 2026Q3: 3,470 shares 3,470 $271K 0.01% -369 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,101 shares; 2026Q3: 1,458 shares 1,458 $271K 0.01% +357 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,037 shares 1,037 $267K 0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,023 shares 3,023 $267K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,134 shares 1,134 $265K 0.01% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,925 shares 2,925 $264K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 800 shares 800 $264K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,236 shares; 2026Q1: 1,346 shares; 2026Q2: 1,445 shares; 2026Q3: 1,339 shares 1,339 $263K 0.01% -106 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,151 shares; 2026Q2: 1,136 shares; 2026Q3: 1,136 shares 1,136 $263K 0.01% 0 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; 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; 2026Q3: 1,690 shares 1,690 $262K 0.01% -257 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; 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; 2026Q3: 5,844 shares 5,844 $257K 0.01% -276 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,339 shares 2,339 $257K 0.01% +6 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,585 shares 1,585 $255K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,196 shares; 2026Q3: 2,312 shares 2,312 $254K 0.01% +116 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,848 shares; 2025Q4: not reported; 2026Q1: 5,823 shares; 2026Q2: 6,519 shares; 2026Q3: 5,292 shares 5,292 $254K 0.01% -1,227 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,773 shares; 2026Q2: 2,650 shares; 2026Q3: 2,914 shares 2,914 $254K 0.01% +264 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares; 2026Q3: 583 shares 583 $254K 0.01% +53 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; 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; 2026Q3: 11,623 shares 11,623 $253K 0.01% +1,593 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,108 shares 6,108 $251K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,289 shares; 2026Q2: 3,103 shares; 2026Q3: 3,082 shares 3,082 $249K 0.01% -21 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 915 shares 915 $246K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,278 shares; 2026Q3: 2,885 shares 2,885 $246K 0.01% +607 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,372 shares 1,372 $246K 0.01% new 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; 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; 2026Q3: 5,892 shares 5,892 $246K 0.01% +10 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 856 shares 856 $246K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,305 shares 1,305 $245K 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,423 shares 1,423 $245K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,788 shares; 2026Q3: 2,934 shares 2,934 $245K 0.01% +146 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,052 shares; 2026Q3: 2,203 shares 2,203 $244K 0.01% +151 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,385 shares 2,385 $244K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 713 shares 713 $242K 0.01% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,592 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,376 shares 2,376 $240K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,962 shares; 2026Q3: 2,048 shares 2,048 $240K 0.01% +86 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares; 2026Q3: 659 shares 659 $239K 0.01% +129 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; 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; 2026Q3: 2,275 shares 2,275 $239K 0.01% -11 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; 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; 2026Q3: 4,350 shares 4,350 $237K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,528 shares; 2026Q2: 3,528 shares; 2026Q3: 3,528 shares 3,528 $236K 0.01% 0 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,191 shares 4,191 $235K 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; 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; 2026Q3: 5,249 shares 5,249 $231K 0.01% 0 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; 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; 2026Q3: 12,002 shares 12,002 $229K 0.01% -13,318 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,190 shares 1,190 $229K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 375 shares; 2026Q3: 248 shares 248 $229K 0.01% -127 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 512 shares 512 $228K 0.01% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,777 shares; 2026Q2: 1,777 shares; 2026Q3: 1,777 shares 1,777 $228K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,612 shares; 2026Q3: 1,689 shares 1,689 $228K 0.01% +77 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,158 shares; 2026Q2: not reported; 2026Q3: 1,238 shares 1,238 $227K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares; 2026Q3: 226 shares 226 $226K 0.01% -20 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,298 shares 1,298 $226K 0.01% new Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,065 shares; 2026Q2: 9,401 shares; 2026Q3: 9,668 shares 9,668 $225K 0.01% +267 Timeline NIHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,373 shares 4,373 $223K 0.01% new Timeline SKHY SK HYNIX INC More: the full row for SK HYNIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,208 shares 1,208 $222K 0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,139 shares 2,139 $222K 0.01% new Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,674 shares 6,674 $222K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,173 shares; 2026Q3: 1,432 shares 1,432 $220K 0.01% +259 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,858 shares; 2026Q3: 3,956 shares 3,956 $220K 0.01% +98 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,248 shares; 2026Q3: 4,541 shares 4,541 $219K 0.01% +293 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; 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; 2026Q3: 6,101 shares 6,101 $219K 0.01% -130 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,825 shares; 2026Q2: 117,523 shares; 2026Q3: 11,568 shares 11,568 $219K 0.01% -105,955 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,807 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,462 shares 2,462 $219K 0.01% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,752 shares 1,752 $219K 0.01% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 984 shares 984 $216K 0.01% new Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,885 shares 1,885 $216K 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 819 shares 819 $216K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,482 shares; 2026Q3: 3,197 shares 3,197 $215K 0.01% +715 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 657 shares 657 $215K 0.01% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,397 shares 8,397 $214K 0.01% new Timeline MLPI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,233 shares 4,233 $213K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,325 shares; 2026Q2: 9,325 shares; 2026Q3: 9,325 shares 9,325 $212K 0.01% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,265 shares 5,265 $211K 0.01% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,191 shares 2,191 $211K 0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,391 shares 3,391 $211K 0.01% new 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; 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; 2026Q3: 4,484 shares 4,484 $209K 0.01% -2,788 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,187 shares; 2026Q1: 8,524 shares; 2026Q2: 6,685 shares; 2026Q3: 6,685 shares 6,685 $209K 0.01% 0 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,434 shares 3,434 $208K 0.01% -617 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,926 shares 2,926 $208K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares; 2026Q2: 2,603 shares; 2026Q3: 2,626 shares 2,626 $206K 0.01% +23 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,080 shares 1,080 $206K 0.01% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,951 shares 1,951 $206K 0.01% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,427 shares 1,427 $206K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,418 shares 1,418 $205K 0.01% new 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; 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; 2026Q3: 5,010 shares 5,010 $203K 0.01% +7 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,457 shares; 2025Q1: 2,210 shares; 2025Q2: 2,263 shares; 2025Q3: 2,298 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,645 shares 4,645 $203K 0.01% new Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,421 shares 1,421 $203K 0.01% new Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,044 shares 2,044 $202K 0.01% new Timeline ILDR 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,100 shares 5,100 $201K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 954 shares 954 $200K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,220 shares 1,220 $200K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,972 shares; 2026Q3: 2,336 shares 2,336 $200K 0.01% +364 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 961 shares 961 $192K 0.01% new Timeline