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WEDBUSH SECURITIES INC

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13F filer, CIK 1142495, PASADENA, CA

WEDBUSH SECURITIES INC reported $3,875,620,000 across 1,309 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-28. Its ten largest share positions make up 36.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001142495-26-000008

Period
2026-06-30
Reported value
$3.88B
Holdings
1,309
Top 10 weight
36.68%
New
145
Sold out
73

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KLACadded+35,625$10.7M
AOMadded+184,210$9.19M
VUGadded+91,636$7.89M
VGTadded+46,339$5.54M
SPCXnew+29,813$5.09M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVESreduced-654,548-$24.9M
AMDreduced-16,741-$9.73M
SNDKreduced-3,986-$9.06M
AAPLreduced-19,133-$5.54M
WDCreduced-7,972-$5.09M

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

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001142495-26-000008, largest first. % of portfolio is the value over $3,875,620,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 582,713 shares; 2024Q4: 594,396 shares; 2025Q1: 603,561 shares; 2025Q2: 565,370 shares; 2025Q3: 574,974 shares; 2025Q4: 619,976 shares; 2026Q1: 600,451 shares; 2026Q2: 598,758 shares 598,758$411M10.61%-1,693Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 972,457 shares; 2024Q4: 922,824 shares; 2025Q1: 895,205 shares; 2025Q2: 835,246 shares; 2025Q3: 813,960 shares; 2025Q4: 914,052 shares; 2026Q1: 987,441 shares; 2026Q2: 968,308 shares 968,308$280M7.23%-19,133Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011,489 shares; 2024Q4: 1,011,200 shares; 2025Q1: 1,002,715 shares; 2025Q2: 935,517 shares; 2025Q3: 922,470 shares; 2025Q4: 929,749 shares; 2026Q1: 933,310 shares; 2026Q2: 926,896 shares 926,896$185M4.79%-6,414Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,498 shares; 2024Q4: 119,435 shares; 2025Q1: 119,972 shares; 2025Q2: 115,210 shares; 2025Q3: 112,631 shares; 2025Q4: 114,653 shares; 2026Q1: 116,389 shares; 2026Q2: 115,825 shares 115,825$108M2.8%-564Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450,086 shares; 2024Q4: 449,490 shares; 2025Q1: 455,635 shares; 2025Q2: 405,230 shares; 2025Q3: 405,842 shares; 2025Q4: 417,324 shares; 2026Q1: 453,299 shares; 2026Q2: 451,310 shares 451,310$108M2.78%-1,989Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,789 shares; 2024Q4: 87,370 shares; 2025Q1: 93,043 shares; 2025Q2: 68,186 shares; 2025Q3: 70,363 shares; 2025Q4: 121,326 shares; 2026Q1: 120,891 shares; 2026Q2: 120,476 shares 120,476$88.7M2.29%-415Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,918 shares; 2024Q4: 216,278 shares; 2025Q1: 218,547 shares; 2025Q2: 206,459 shares; 2025Q3: 203,786 shares; 2025Q4: 223,220 shares; 2026Q1: 239,275 shares; 2026Q2: 237,199 shares 237,199$88.5M2.28%-2,076Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,821 shares; 2024Q4: 177,767 shares; 2025Q1: 181,501 shares; 2025Q2: 161,217 shares; 2025Q3: 164,041 shares; 2025Q4: 167,415 shares; 2026Q1: 174,627 shares; 2026Q2: 173,986 shares 173,986$62.2M1.6%-641Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,327 shares; 2024Q4: 116,249 shares; 2025Q1: 121,385 shares; 2025Q2: 124,176 shares; 2025Q3: 133,398 shares; 2025Q4: 129,243 shares; 2026Q1: 130,180 shares; 2026Q2: 131,131 shares 131,131$46.3M1.2%+951Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,961 shares; 2024Q4: 83,877 shares; 2025Q1: 85,994 shares; 2025Q2: 78,161 shares; 2025Q3: 84,256 shares; 2025Q4: 85,939 shares; 2026Q1: 90,580 shares; 2026Q2: 73,839 shares 73,839$42.9M1.11%-16,741Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,413 shares; 2024Q4: 46,958 shares; 2025Q1: 52,145 shares; 2025Q2: 51,739 shares; 2025Q3: 53,305 shares; 2025Q4: 57,898 shares; 2026Q1: 58,468 shares; 2026Q2: 57,341 shares 57,341$42.8M1.1%-1,127Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,345 shares; 2024Q4: 68,292 shares; 2025Q1: 76,337 shares; 2025Q2: 72,510 shares; 2025Q3: 74,483 shares; 2025Q4: 81,650 shares; 2026Q1: 86,281 shares; 2026Q2: 86,199 shares 86,199$36.3M0.94%-82Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,132 shares; 2024Q4: 197,638 shares; 2025Q1: 232,601 shares; 2025Q2: 273,695 shares; 2025Q3: 302,744 shares; 2025Q4: 314,596 shares; 2026Q1: 348,522 shares; 2026Q2: 325,527 shares 325,527$32.8M0.85%-22,995Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,944 shares; 2024Q4: 47,126 shares; 2025Q1: 52,095 shares; 2025Q2: 49,679 shares; 2025Q3: 49,943 shares; 2025Q4: 58,084 shares; 2026Q1: 58,815 shares; 2026Q2: 58,121 shares 58,121$32.7M0.84%-694Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,231 shares; 2024Q4: 57,059 shares; 2025Q1: 61,879 shares; 2025Q2: 64,620 shares; 2025Q3: 67,030 shares; 2025Q4: 70,661 shares; 2026Q1: 82,053 shares; 2026Q2: 82,283 shares 82,283$31.1M0.8%+230Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,474 shares; 2024Q4: 84,763 shares; 2025Q1: 89,007 shares; 2025Q2: 86,029 shares; 2025Q3: 84,886 shares; 2025Q4: 89,409 shares; 2026Q1: 92,574 shares; 2026Q2: 89,166 shares 89,166$29.2M0.75%-3,408Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,854 shares; 2024Q4: 69,891 shares; 2025Q1: 71,627 shares; 2025Q2: 28,364 shares; 2025Q3: 29,085 shares; 2025Q4: 32,235 shares; 2026Q1: 33,124 shares; 2026Q2: 35,502 shares 35,502$26.6M0.69%+2,378Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,185 shares; 2024Q4: 62,182 shares; 2025Q1: 62,828 shares; 2025Q2: 47,679 shares; 2025Q3: 60,382 shares; 2025Q4: 67,109 shares; 2026Q1: 79,669 shares; 2026Q2: 72,999 shares 72,999$24.9M0.64%-6,670Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,917 shares; 2024Q4: 51,510 shares; 2025Q1: 52,984 shares; 2025Q2: 54,421 shares; 2025Q3: 50,633 shares; 2025Q4: 51,700 shares; 2026Q1: 50,932 shares; 2026Q2: 49,053 shares 49,053$24.5M0.63%-1,879Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,528 shares; 2024Q4: 19,321 shares; 2025Q1: 18,853 shares; 2025Q2: 18,043 shares; 2025Q3: 16,426 shares; 2025Q4: 21,322 shares; 2026Q1: 22,218 shares; 2026Q2: 22,428 shares 22,428$23.9M0.62%+210Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,205 shares; 2024Q4: 22,641 shares; 2025Q1: 21,686 shares; 2025Q2: 18,959 shares; 2025Q3: 17,452 shares; 2025Q4: 17,225 shares; 2026Q1: 18,349 shares; 2026Q2: 20,504 shares 20,504$23.7M0.61%+2,155Timeline
BSTZBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727,366 shares; 2024Q4: 781,202 shares; 2025Q1: 867,485 shares; 2025Q2: 698,725 shares; 2025Q3: 689,912 shares; 2025Q4: 737,797 shares; 2026Q1: 657,087 shares; 2026Q2: 763,870 shares 763,870$22.9M0.59%+106,783Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,559 shares; 2024Q4: 18,200 shares; 2025Q1: 17,537 shares; 2025Q2: 15,913 shares; 2025Q3: 16,429 shares; 2025Q4: 18,074 shares; 2026Q1: 18,405 shares; 2026Q2: 18,603 shares 18,603$22.3M0.58%+198Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,034 shares; 2024Q4: 90,232 shares; 2025Q1: 83,032 shares; 2025Q2: 77,203 shares; 2025Q3: 77,950 shares; 2025Q4: 80,537 shares; 2026Q1: 88,002 shares; 2026Q2: 88,306 shares 88,306$22.2M0.57%+304Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,508 shares; 2024Q4: 176,582 shares; 2025Q1: 230,052 shares; 2025Q2: 208,154 shares; 2025Q3: 164,204 shares; 2025Q4: 173,817 shares; 2026Q1: 184,578 shares; 2026Q2: 186,236 shares 186,236$21.7M0.56%+1,658Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,509 shares; 2024Q4: 118,066 shares; 2025Q1: 110,524 shares; 2025Q2: 106,107 shares; 2025Q3: 100,246 shares; 2025Q4: 122,811 shares; 2026Q1: 130,039 shares; 2026Q2: 130,784 shares 130,784$21.7M0.56%+745Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,395 shares; 2024Q4: 62,348 shares; 2025Q1: 61,960 shares; 2025Q2: 62,589 shares; 2025Q3: 63,212 shares; 2025Q4: 62,674 shares; 2026Q1: 65,128 shares; 2026Q2: 62,598 shares 62,598$21.5M0.55%-2,530Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,618 shares; 2024Q4: 32,879 shares; 2025Q1: 33,860 shares; 2025Q2: 33,307 shares; 2025Q3: 31,285 shares; 2025Q4: 35,944 shares; 2026Q1: 41,481 shares; 2026Q2: 33,509 shares 33,509$21.4M0.55%-7,972Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,824 shares; 2024Q4: 195,006 shares; 2025Q1: 191,853 shares; 2025Q2: 187,506 shares; 2025Q3: 170,435 shares; 2025Q4: 186,823 shares; 2026Q1: 186,732 shares; 2026Q2: 179,193 shares 179,193$21M0.54%-7,539Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,053 shares; 2024Q4: 51,400 shares; 2025Q1: 51,589 shares; 2025Q2: 50,569 shares; 2025Q3: 54,662 shares; 2025Q4: 54,899 shares; 2026Q1: 58,308 shares; 2026Q2: 57,042 shares 57,042$20.1M0.52%-1,266Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,857 shares; 2024Q4: 58,791 shares; 2025Q1: 62,067 shares; 2025Q2: 60,516 shares; 2025Q3: 60,071 shares; 2025Q4: 64,419 shares; 2026Q1: 67,956 shares; 2026Q2: 68,245 shares 68,245$19.2M0.5%+289Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352,260 shares; 2024Q4: 415,998 shares; 2025Q1: 481,701 shares; 2025Q2: 199,446 shares; 2025Q3: 239,488 shares; 2025Q4: 301,920 shares; 2026Q1: 335,459 shares; 2026Q2: 355,630 shares 355,630$17.5M0.45%+20,171Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,600 shares; 2024Q4: 31,463 shares; 2025Q1: 31,310 shares; 2025Q2: 29,882 shares; 2025Q3: 29,936 shares; 2025Q4: 44,211 shares; 2026Q1: 45,360 shares; 2026Q2: 46,059 shares 46,059$17M0.44%+699Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,200 shares; 2024Q4: 55,395 shares; 2025Q1: 57,814 shares; 2025Q2: 58,467 shares; 2025Q3: 46,216 shares; 2025Q4: 66,344 shares; 2026Q1: 74,447 shares; 2026Q2: 76,422 shares 76,422$16.7M0.43%+1,975Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,547 shares; 2024Q4: 56,791 shares; 2025Q1: 57,782 shares; 2025Q2: 54,132 shares; 2025Q3: 60,770 shares; 2025Q4: 64,630 shares; 2026Q1: 65,248 shares; 2026Q2: 63,894 shares 63,894$16.2M0.42%-1,354Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,855 shares; 2024Q4: 127,457 shares; 2025Q1: 120,098 shares; 2025Q2: 98,595 shares; 2025Q3: 102,861 shares; 2025Q4: 117,355 shares; 2026Q1: 120,389 shares; 2026Q2: 118,459 shares 118,459$16.2M0.42%-1,930Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,429 shares; 2024Q4: 8,026 shares; 2025Q1: 7,766 shares; 2025Q2: 7,399 shares; 2025Q3: 8,136 shares; 2025Q4: 29,029 shares; 2026Q1: 29,964 shares; 2026Q2: 30,115 shares 30,115$15.7M0.41%+151Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,462 shares; 2025Q2: 10,950 shares; 2025Q3: 10,513 shares; 2025Q4: 11,501 shares; 2026Q1: 10,724 shares; 2026Q2: 6,738 shares 6,738$15.3M0.4%-3,986Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,485 shares; 2024Q4: 106,972 shares; 2025Q1: 117,992 shares; 2025Q2: 110,676 shares; 2025Q3: 116,657 shares; 2025Q4: 129,397 shares; 2026Q1: 135,371 shares; 2026Q2: 132,682 shares 132,682$15M0.39%-2,689Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,015 shares; 2024Q4: 3,968 shares; 2025Q1: 4,841 shares; 2025Q2: 5,783 shares; 2025Q3: 6,107 shares; 2025Q4: 10,879 shares; 2026Q1: 12,394 shares; 2026Q2: 12,630 shares 12,630$14.8M0.38%+236Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,111 shares; 2024Q4: 170,764 shares; 2025Q1: 172,978 shares; 2025Q2: 171,379 shares; 2025Q3: 188,182 shares; 2025Q4: 242,216 shares; 2026Q1: 252,811 shares; 2026Q2: 243,184 shares 243,184$13.9M0.36%-9,627Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,766 shares; 2024Q4: 46,787 shares; 2025Q1: 54,461 shares; 2025Q2: 54,562 shares; 2025Q3: 54,187 shares; 2025Q4: 102,382 shares; 2026Q1: 104,338 shares; 2026Q2: 98,948 shares 98,948$13.8M0.36%-5,390Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,857 shares; 2024Q4: 70,313 shares; 2025Q1: 72,138 shares; 2025Q2: 68,102 shares; 2025Q3: 72,692 shares; 2025Q4: 81,994 shares; 2026Q1: 90,117 shares; 2026Q2: 92,508 shares 92,508$13.6M0.35%+2,391Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,113 shares; 2024Q4: 24,926 shares; 2025Q1: 25,118 shares; 2025Q2: 25,851 shares; 2025Q3: 25,313 shares; 2025Q4: 24,494 shares; 2026Q1: 25,724 shares; 2026Q2: 24,956 shares 24,956$12.8M0.33%-768Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,865 shares; 2024Q4: 208,285 shares; 2025Q1: 195,520 shares; 2025Q2: 211,495 shares; 2025Q3: 186,056 shares; 2025Q4: 183,284 shares; 2026Q1: 208,656 shares; 2026Q2: 223,130 shares 223,130$12.6M0.33%+14,474Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,108 shares; 2024Q4: 16,648 shares; 2025Q1: 18,416 shares; 2025Q2: 18,081 shares; 2025Q3: 19,897 shares; 2025Q4: 23,508 shares; 2026Q1: 24,814 shares; 2026Q2: 26,184 shares 26,184$12.5M0.32%+1,370Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,414 shares; 2024Q4: 4,212 shares; 2025Q1: 3,893 shares; 2025Q2: 4,017 shares; 2025Q3: 4,017 shares; 2025Q4: 4,125 shares; 2026Q1: 3,983 shares; 2026Q2: 39,608 shares 39,608$11.9M0.31%+35,625Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,613 shares; 2024Q4: 42,526 shares; 2025Q1: 42,325 shares; 2025Q2: 42,762 shares; 2025Q3: 40,599 shares; 2025Q4: 51,180 shares; 2026Q1: 54,331 shares; 2026Q2: 54,781 shares 54,781$11.9M0.31%+450Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,928 shares; 2024Q4: 52,257 shares; 2025Q1: 52,149 shares; 2025Q2: 53,390 shares; 2025Q3: 52,984 shares; 2025Q4: 70,374 shares; 2026Q1: 69,898 shares; 2026Q2: 63,772 shares 63,772$11.8M0.3%-6,126Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,903 shares; 2024Q4: 24,134 shares; 2025Q1: 25,364 shares; 2025Q2: 23,553 shares; 2025Q3: 23,260 shares; 2025Q4: 61,321 shares; 2026Q1: 63,559 shares; 2026Q2: 61,815 shares 61,815$11.8M0.3%-1,744Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,228 shares; 2024Q4: 15,357 shares; 2025Q1: 15,772 shares; 2025Q2: 16,082 shares; 2025Q3: 16,727 shares; 2025Q4: 164,663 shares; 2026Q1: 174,138 shares; 2026Q2: 164,523 shares 164,523$11.7M0.3%-9,615Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,558 shares; 2024Q4: 33,025 shares; 2025Q1: 30,442 shares; 2025Q2: 26,906 shares; 2025Q3: 28,463 shares; 2025Q4: 29,785 shares; 2026Q1: 30,997 shares; 2026Q2: 30,981 shares 30,981$11.2M0.29%-16Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,115 shares; 2024Q4: 93,485 shares; 2025Q1: 79,214 shares; 2025Q2: 71,325 shares; 2025Q3: 60,783 shares; 2025Q4: 70,608 shares; 2026Q1: 76,501 shares; 2026Q2: 78,647 shares 78,647$11M0.28%+2,146Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,851 shares; 2024Q4: 53,953 shares; 2025Q1: 55,572 shares; 2025Q2: 57,094 shares; 2025Q3: 52,669 shares; 2025Q4: 65,474 shares; 2026Q1: 68,553 shares; 2026Q2: 71,995 shares 71,995$10.6M0.27%+3,442Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,348 shares; 2024Q4: 38,529 shares; 2025Q1: 39,515 shares; 2025Q2: 38,767 shares; 2025Q3: 46,004 shares; 2025Q4: 53,168 shares; 2026Q1: 56,708 shares; 2026Q2: 55,399 shares 55,399$10.5M0.27%-1,309Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,789 shares; 2024Q4: 19,814 shares; 2025Q1: 20,107 shares; 2025Q2: 8,087 shares; 2025Q3: 10,181 shares; 2025Q4: 12,453 shares; 2026Q1: 14,417 shares; 2026Q2: 13,589 shares 13,589$10.4M0.27%-828Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,414 shares; 2024Q4: 13,303 shares; 2025Q1: 14,885 shares; 2025Q2: 14,621 shares; 2025Q3: 14,431 shares; 2025Q4: 16,399 shares; 2026Q1: 15,939 shares; 2026Q2: 15,377 shares 15,377$10.1M0.26%-562Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,670 shares; 2024Q4: 19,312 shares; 2025Q1: 19,200 shares; 2025Q2: 21,853 shares; 2025Q3: 23,264 shares; 2025Q4: 26,549 shares; 2026Q1: 28,063 shares; 2026Q2: 27,207 shares 27,207$10M0.26%-856Timeline
IVESWEDBUSH SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 332,717 shares; 2025Q3: 703,406 shares; 2025Q4: 814,241 shares; 2026Q1: 916,734 shares; 2026Q2: 262,186 shares 262,186$9.99M0.26%-654,548Timeline
GOLDGOLD COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,743 shares; 2024Q4: 275,864 shares; 2025Q1: 271,826 shares; 2025Q2: 273,156 shares; 2025Q3: 277,656 shares; 2025Q4: 274,136 shares; 2026Q1: 250,426 shares; 2026Q2: 237,804 shares 237,804$9.89M0.26%-12,622Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,747 shares; 2024Q4: 25,372 shares; 2025Q1: 18,294 shares; 2025Q2: 27,864 shares; 2025Q3: 29,007 shares; 2025Q4: 28,129 shares; 2026Q1: 27,790 shares; 2026Q2: 23,548 shares 23,548$9.79M0.25%-4,242Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,000 shares; 2026Q1: 9,490 shares; 2026Q2: 193,700 shares 193,700$9.66M0.25%+184,210Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,906 shares; 2024Q4: 7,775 shares; 2025Q1: 8,850 shares; 2025Q2: 8,253 shares; 2025Q3: 7,467 shares; 2025Q4: 8,339 shares; 2026Q1: 9,085 shares; 2026Q2: 9,459 shares 9,459$9.57M0.25%+374Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,883 shares; 2024Q4: 26,269 shares; 2025Q1: 25,499 shares; 2025Q2: 25,510 shares; 2025Q3: 18,115 shares; 2025Q4: 18,975 shares; 2026Q1: 18,906 shares; 2026Q2: 110,542 shares 110,542$9.52M0.25%+91,636Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,142 shares; 2024Q4: 106,849 shares; 2025Q1: 106,552 shares; 2025Q2: 100,614 shares; 2025Q3: 91,008 shares; 2025Q4: 92,011 shares; 2026Q1: 115,526 shares; 2026Q2: 115,831 shares 115,831$9.41M0.24%+305Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,312 shares; 2024Q4: 9,122 shares; 2025Q1: 8,396 shares; 2025Q2: 7,956 shares; 2025Q3: 6,328 shares; 2025Q4: 8,584 shares; 2026Q1: 10,692 shares; 2026Q2: 12,696 shares 12,696$9.18M0.24%+2,004Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,012 shares; 2024Q4: 21,403 shares; 2025Q1: 23,342 shares; 2025Q2: 20,913 shares; 2025Q3: 14,568 shares; 2025Q4: 18,796 shares; 2026Q1: 19,716 shares; 2026Q2: 27,332 shares 27,332$9.15M0.24%+7,616Timeline
BUCKSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,803 shares; 2025Q1: 66,914 shares; 2025Q2: 177,433 shares; 2025Q3: 251,062 shares; 2025Q4: 260,525 shares; 2026Q1: 297,732 shares; 2026Q2: 380,116 shares 380,116$8.9M0.23%+82,384Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,529 shares; 2024Q4: 73,903 shares; 2025Q1: 72,029 shares; 2025Q2: 67,959 shares; 2025Q3: 70,978 shares; 2025Q4: 112,134 shares; 2026Q1: 93,480 shares; 2026Q2: 90,734 shares 90,734$8.73M0.23%-2,746Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,857 shares; 2024Q4: 79,075 shares; 2025Q1: 95,480 shares; 2025Q2: 108,632 shares; 2025Q3: 119,751 shares; 2025Q4: 102,846 shares; 2026Q1: 133,456 shares; 2026Q2: 117,247 shares 117,247$8.35M0.22%-16,209Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,467 shares; 2024Q4: 16,615 shares; 2025Q1: 16,945 shares; 2025Q2: 17,896 shares; 2025Q3: 21,187 shares; 2025Q4: 23,054 shares; 2026Q1: 22,896 shares; 2026Q2: 23,389 shares 23,389$8.29M0.21%+493Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,512 shares; 2025Q1: 17,543 shares; 2025Q2: 20,968 shares; 2025Q3: 19,805 shares; 2025Q4: 18,744 shares; 2026Q1: 18,192 shares; 2026Q2: 19,000 shares 19,000$8.23M0.21%+808Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,363 shares; 2024Q4: 27,649 shares; 2025Q1: 27,151 shares; 2025Q2: 25,393 shares; 2025Q3: 28,479 shares; 2025Q4: 29,757 shares; 2026Q1: 31,351 shares; 2026Q2: 30,196 shares 30,196$8.16M0.21%-1,155Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,973 shares; 2024Q4: 72,522 shares; 2025Q1: 94,721 shares; 2025Q2: 110,100 shares; 2025Q3: 126,090 shares; 2025Q4: 133,093 shares; 2026Q1: 139,950 shares; 2026Q2: 135,686 shares 135,686$8.1M0.21%-4,264Timeline
TCAFT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,496 shares; 2024Q4: 50,214 shares; 2025Q1: 66,736 shares; 2025Q2: 74,465 shares; 2025Q3: 86,375 shares; 2025Q4: 141,451 shares; 2026Q1: 171,801 shares; 2026Q2: 192,666 shares 192,666$7.92M0.2%+20,865Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,568 shares; 2024Q4: 16,064 shares; 2025Q1: 16,252 shares; 2025Q2: 16,772 shares; 2025Q3: 20,245 shares; 2025Q4: 21,973 shares; 2026Q1: 22,660 shares; 2026Q2: 22,294 shares 22,294$7.6M0.2%-366Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,501 shares; 2024Q4: 52,824 shares; 2025Q1: 68,724 shares; 2025Q2: 62,232 shares; 2025Q3: 64,019 shares; 2025Q4: 64,364 shares; 2026Q1: 62,704 shares; 2026Q2: 58,210 shares 58,210$7.44M0.19%-4,494Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,215 shares; 2024Q4: 25,447 shares; 2025Q1: 26,016 shares; 2025Q2: 25,216 shares; 2025Q3: 20,271 shares; 2025Q4: 24,950 shares; 2026Q1: 26,350 shares; 2026Q2: 28,938 shares 28,938$7.39M0.19%+2,588Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,779 shares; 2024Q4: 23,003 shares; 2025Q1: 22,754 shares; 2025Q2: 22,068 shares; 2025Q3: 22,954 shares; 2025Q4: 23,702 shares; 2026Q1: 23,914 shares; 2026Q2: 21,636 shares 21,636$7.32M0.19%-2,278Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,904 shares; 2024Q4: 26,831 shares; 2025Q1: 26,727 shares; 2025Q2: 27,654 shares; 2025Q3: 33,211 shares; 2025Q4: 36,012 shares; 2026Q1: 41,858 shares; 2026Q2: 40,840 shares 40,840$7.21M0.19%-1,018Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,142 shares; 2024Q4: 104,165 shares; 2025Q1: 81,023 shares; 2025Q2: 148,084 shares; 2025Q3: 155,449 shares; 2025Q4: 170,548 shares; 2026Q1: 145,248 shares; 2026Q2: 171,603 shares 171,603$6.91M0.18%+26,355Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,300 shares; 2024Q4: 124,507 shares; 2025Q1: 117,518 shares; 2025Q2: 119,066 shares; 2025Q3: 140,981 shares; 2025Q4: 169,790 shares; 2026Q1: 168,638 shares; 2026Q2: 162,837 shares 162,837$6.89M0.18%-5,801Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,482 shares; 2024Q4: 90,472 shares; 2025Q1: 91,647 shares; 2025Q2: 72,480 shares; 2025Q3: 65,046 shares; 2025Q4: 71,605 shares; 2026Q1: 76,914 shares; 2026Q2: 84,936 shares 84,936$6.88M0.18%+8,022Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,424 shares; 2024Q4: 57,671 shares; 2025Q1: 57,744 shares; 2025Q2: 51,420 shares; 2025Q3: 64,158 shares; 2025Q4: 76,496 shares; 2026Q1: 75,723 shares; 2026Q2: 78,103 shares 78,103$6.86M0.18%+2,380Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,000 shares; 2024Q4: 67,834 shares; 2025Q1: 61,637 shares; 2025Q2: 57,217 shares; 2025Q3: 53,865 shares; 2025Q4: 53,472 shares; 2026Q1: 55,244 shares; 2026Q2: 51,952 shares 51,952$6.68M0.17%-3,292Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,679 shares; 2024Q4: 260,880 shares; 2025Q1: 275,866 shares; 2025Q2: 166,343 shares; 2025Q3: 216,190 shares; 2025Q4: 221,908 shares; 2026Q1: 235,042 shares; 2026Q2: 222,051 shares 222,051$6.6M0.17%-12,991Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,259 shares; 2024Q4: 24,746 shares; 2025Q1: 28,991 shares; 2025Q2: 74,283 shares; 2025Q3: 57,664 shares; 2025Q4: 67,616 shares; 2026Q1: 75,047 shares; 2026Q2: 68,069 shares 68,069$6.39M0.16%-6,978Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,746 shares; 2024Q4: 58,984 shares; 2025Q1: 64,866 shares; 2025Q2: 81,514 shares; 2025Q3: 65,930 shares; 2025Q4: 66,786 shares; 2026Q1: 61,804 shares; 2026Q2: 63,298 shares 63,298$6.38M0.16%+1,494Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,892 shares; 2024Q4: 6,498 shares; 2025Q1: 6,351 shares; 2025Q2: 6,741 shares; 2025Q3: 13,088 shares; 2025Q4: 16,608 shares; 2026Q1: 16,603 shares; 2026Q2: 16,028 shares 16,028$6.37M0.16%-575Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,432 shares; 2024Q4: 46,978 shares; 2025Q1: 56,628 shares; 2025Q2: 61,246 shares; 2025Q3: 63,771 shares; 2025Q4: 66,986 shares; 2026Q1: 70,413 shares; 2026Q2: 69,526 shares 69,526$6.25M0.16%-887Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,872 shares; 2024Q4: 61,918 shares; 2025Q1: 93,928 shares; 2025Q2: 79,325 shares; 2025Q3: 56,530 shares; 2025Q4: 57,103 shares; 2026Q1: 59,182 shares; 2026Q2: 56,474 shares 56,474$6.23M0.16%-2,708Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,303 shares; 2024Q4: 136,952 shares; 2025Q1: 136,880 shares; 2025Q2: 177,086 shares; 2025Q3: 183,373 shares; 2025Q4: 186,559 shares; 2026Q1: 193,478 shares; 2026Q2: 195,950 shares 195,950$6.21M0.16%+2,472Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,995 shares; 2024Q4: 21,074 shares; 2025Q1: 21,720 shares; 2025Q2: 4,595 shares; 2025Q3: 6,338 shares; 2025Q4: 6,582 shares; 2026Q1: 4,927 shares; 2026Q2: 51,266 shares 51,266$6.13M0.16%+46,339Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,454 shares; 2024Q4: 19,616 shares; 2025Q1: 18,885 shares; 2025Q2: 26,676 shares; 2025Q3: 35,571 shares; 2025Q4: 45,642 shares; 2026Q1: 60,164 shares; 2026Q2: 71,257 shares 71,257$6.09M0.16%+11,093Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,472 shares; 2024Q4: 14,624 shares; 2025Q1: 15,121 shares; 2025Q2: 14,878 shares; 2025Q3: 17,949 shares; 2025Q4: 21,337 shares; 2026Q1: 21,255 shares; 2026Q2: 22,354 shares 22,354$6.08M0.16%+1,099Timeline
FEGERBB FUND TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,740 shares; 2025Q2: 33,515 shares; 2025Q3: 47,227 shares; 2025Q4: 92,495 shares; 2026Q1: 123,990 shares; 2026Q2: 122,169 shares 122,169$5.98M0.15%-1,821Timeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,991 shares; 2024Q4: 14,484 shares; 2025Q1: 16,957 shares; 2025Q2: 25,968 shares; 2025Q3: 21,215 shares; 2025Q4: 32,712 shares; 2026Q1: 42,672 shares; 2026Q2: 44,813 shares 44,813$5.97M0.15%+2,141Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,638 shares; 2024Q4: 10,422 shares; 2025Q1: 10,105 shares; 2025Q2: 10,815 shares; 2025Q3: 13,018 shares; 2025Q4: 13,279 shares; 2026Q1: 13,859 shares; 2026Q2: 13,908 shares 13,908$5.93M0.15%+49Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,387 shares; 2024Q4: 46,885 shares; 2025Q1: 46,777 shares; 2025Q2: 42,156 shares; 2025Q3: 48,498 shares; 2025Q4: 57,421 shares; 2026Q1: 63,505 shares; 2026Q2: 65,216 shares 65,216$5.92M0.15%+1,711Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,949 shares; 2024Q4: 12,593 shares; 2025Q1: 13,234 shares; 2025Q2: 12,475 shares; 2025Q3: 17,636 shares; 2025Q4: 22,784 shares; 2026Q1: 23,933 shares; 2026Q2: 30,846 shares 30,846$5.92M0.15%+6,913Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,616 shares; 2024Q4: 4,779 shares; 2025Q1: 9,374 shares; 2025Q2: 9,858 shares; 2025Q3: 10,278 shares; 2025Q4: 82,714 shares; 2026Q1: 79,801 shares; 2026Q2: 79,497 shares 79,497$5.87M0.15%-304Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,701 shares; 2024Q4: 14,015 shares; 2025Q1: 13,499 shares; 2025Q2: 13,647 shares; 2025Q3: 13,790 shares; 2025Q4: 13,863 shares; 2026Q1: 14,602 shares; 2026Q2: 14,573 shares 14,573$5.79M0.15%-29Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,013 shares; 2024Q4: 15,082 shares; 2025Q1: 15,298 shares; 2025Q2: 16,586 shares; 2025Q3: 16,472 shares; 2025Q4: 19,244 shares; 2026Q1: 25,610 shares; 2026Q2: 26,348 shares 26,348$5.61M0.14%+738Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,030 shares; 2024Q4: 40,489 shares; 2025Q1: 39,608 shares; 2025Q2: 41,831 shares; 2025Q3: 42,620 shares; 2025Q4: 50,041 shares; 2026Q1: 41,749 shares; 2026Q2: 41,099 shares 41,099$5.57M0.14%-650Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,935 shares; 2024Q4: 40,622 shares; 2025Q1: 40,842 shares; 2025Q2: 37,564 shares; 2025Q3: 39,327 shares; 2025Q4: 46,419 shares; 2026Q1: 50,997 shares; 2026Q2: 60,534 shares 60,534$5.55M0.14%+9,537Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,852 shares; 2024Q4: 33,631 shares; 2025Q1: 38,455 shares; 2025Q2: 34,671 shares; 2025Q3: 36,130 shares; 2025Q4: 38,460 shares; 2026Q1: 36,514 shares; 2026Q2: 36,628 shares 36,628$5.43M0.14%+114Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,358 shares; 2024Q4: 13,345 shares; 2025Q1: 13,845 shares; 2025Q2: 12,702 shares; 2025Q3: 12,977 shares; 2025Q4: 13,921 shares; 2026Q1: 14,424 shares; 2026Q2: 14,390 shares 14,390$5.38M0.14%-34Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,279 shares; 2024Q4: 57,017 shares; 2025Q1: 49,666 shares; 2025Q2: 51,838 shares; 2025Q3: 49,609 shares; 2025Q4: 48,979 shares; 2026Q1: 49,019 shares; 2026Q2: 95,557 shares 95,557$5.37M0.14%+46,538Timeline
PPIHPERMA-PIPE INTL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,398 shares; 2024Q4: 376,953 shares; 2025Q1: 365,709 shares; 2025Q2: 279,256 shares; 2025Q3: 230,526 shares; 2025Q4: 204,305 shares; 2026Q1: 196,355 shares; 2026Q2: 196,905 shares 196,905$5.36M0.14%+550Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,591 shares; 2024Q4: 51,972 shares; 2025Q1: 65,384 shares; 2025Q2: 73,491 shares; 2025Q3: 70,708 shares; 2025Q4: 127,442 shares; 2026Q1: 123,327 shares; 2026Q2: 118,069 shares 118,069$5.35M0.14%-5,258Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,908 shares; 2024Q4: 124,809 shares; 2025Q1: 139,148 shares; 2025Q2: 147,570 shares; 2025Q3: 139,399 shares; 2025Q4: 148,126 shares; 2026Q1: 160,301 shares; 2026Q2: 146,548 shares 146,548$5.35M0.14%-13,753Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,171 shares; 2024Q4: 9,427 shares; 2025Q1: 9,105 shares; 2025Q2: 8,904 shares; 2025Q3: 8,624 shares; 2025Q4: 8,599 shares; 2026Q1: 8,204 shares; 2026Q2: 8,193 shares 8,193$5.2M0.13%-11Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,761 shares; 2024Q4: 15,630 shares; 2025Q1: 17,859 shares; 2025Q2: 27,193 shares; 2025Q3: 26,787 shares; 2025Q4: 29,427 shares; 2026Q1: 35,001 shares; 2026Q2: 34,107 shares 34,107$5.17M0.13%-894Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,045 shares; 2024Q4: 121,535 shares; 2025Q1: 128,921 shares; 2025Q2: 240,054 shares; 2025Q3: 257,080 shares; 2025Q4: 258,710 shares; 2026Q1: 233,355 shares; 2026Q2: 253,447 shares 253,447$5.16M0.13%+20,092Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,599 shares; 2024Q4: 57,835 shares; 2025Q1: 47,336 shares; 2025Q2: 55,226 shares; 2025Q3: 67,247 shares; 2025Q4: 77,235 shares; 2026Q1: 79,673 shares; 2026Q2: 84,498 shares 84,498$5.1M0.13%+4,825Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,254 shares; 2024Q4: 4,275 shares; 2025Q1: 4,117 shares; 2025Q2: 4,063 shares; 2025Q3: 4,338 shares; 2025Q4: 4,722 shares; 2026Q1: 4,244 shares; 2026Q2: 5,280 shares 5,280$5.09M0.13%+1,036Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,813 shares 29,813$5.09M0.13%newTimeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,269 shares; 2024Q4: 89,222 shares; 2025Q1: 93,622 shares; 2025Q2: 80,294 shares; 2025Q3: 69,169 shares; 2025Q4: 60,887 shares; 2026Q1: 76,314 shares; 2026Q2: 82,531 shares 82,531$5.07M0.13%+6,217Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,437 shares; 2024Q4: 33,350 shares; 2025Q1: 33,517 shares; 2025Q2: 46,489 shares; 2025Q3: 72,720 shares; 2025Q4: 94,622 shares; 2026Q1: 120,849 shares; 2026Q2: 103,960 shares 103,960$5.06M0.13%-16,889Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,118 shares; 2025Q1: 3,346 shares; 2025Q2: 3,350 shares; 2025Q3: 4,767 shares; 2025Q4: 5,219 shares; 2026Q1: 5,269 shares; 2026Q2: 5,256 shares 5,256$5.05M0.13%-13Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,687 shares; 2024Q4: 9,433 shares; 2025Q1: 9,665 shares; 2025Q2: 9,127 shares; 2025Q3: 9,789 shares; 2025Q4: 10,635 shares; 2026Q1: 8,852 shares; 2026Q2: 40,687 shares 40,687$5.05M0.13%+31,835Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,723 shares; 2024Q4: 217,520 shares; 2025Q1: 196,652 shares; 2025Q2: 168,638 shares; 2025Q3: 75,857 shares; 2025Q4: 81,427 shares; 2026Q1: 80,490 shares; 2026Q2: 78,983 shares 78,983$4.91M0.13%-1,507Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,541 shares; 2024Q4: 202,238 shares; 2025Q1: 181,026 shares; 2025Q2: 169,270 shares; 2025Q3: 173,586 shares; 2025Q4: 192,768 shares; 2026Q1: 206,735 shares; 2026Q2: 202,441 shares 202,441$4.88M0.13%-4,294Timeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,024 shares; 2024Q4: 18,729 shares; 2025Q1: 22,934 shares; 2025Q2: 31,879 shares; 2025Q3: 49,665 shares; 2025Q4: 65,183 shares; 2026Q1: 72,113 shares; 2026Q2: 98,956 shares 98,956$4.86M0.13%+26,843Timeline
FADFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,204 shares; 2026Q1: 25,030 shares; 2026Q2: 24,070 shares 24,070$4.81M0.12%-960Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,916 shares; 2024Q4: 16,549 shares; 2025Q1: 15,439 shares; 2025Q2: 15,849 shares; 2025Q3: 22,941 shares; 2025Q4: 28,929 shares; 2026Q1: 28,519 shares; 2026Q2: 28,386 shares 28,386$4.8M0.12%-133Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,134 shares; 2024Q4: 10,332 shares; 2025Q1: 13,723 shares; 2025Q2: 15,533 shares; 2025Q3: 16,991 shares; 2025Q4: 15,987 shares; 2026Q1: 13,362 shares; 2026Q2: 16,076 shares 16,076$4.79M0.12%+2,714Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,246 shares; 2024Q4: 9,988 shares; 2025Q1: 9,093 shares; 2025Q2: 7,914 shares; 2025Q3: 7,368 shares; 2025Q4: 14,672 shares; 2026Q1: 15,858 shares; 2026Q2: 15,594 shares 15,594$4.73M0.12%-264Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,412 shares; 2024Q4: 50,195 shares; 2025Q1: 48,823 shares; 2025Q2: 51,192 shares; 2025Q3: 52,091 shares; 2025Q4: 56,867 shares; 2026Q1: 52,314 shares; 2026Q2: 54,625 shares 54,625$4.72M0.12%+2,311Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,962 shares; 2024Q4: 39,336 shares; 2025Q1: 41,284 shares; 2025Q2: 38,220 shares; 2025Q3: 27,043 shares; 2025Q4: 98,146 shares; 2026Q1: 95,372 shares; 2026Q2: 94,587 shares 94,587$4.71M0.12%-785Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,763 shares; 2024Q4: 251,243 shares; 2025Q1: 242,581 shares; 2025Q2: 220,815 shares; 2025Q3: 177,663 shares; 2025Q4: 117,287 shares; 2026Q1: 87,856 shares; 2026Q2: 92,308 shares 92,308$4.68M0.12%+4,452Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,115 shares; 2024Q4: 20,864 shares; 2025Q1: 24,882 shares; 2025Q2: 23,616 shares; 2025Q3: 34,413 shares; 2025Q4: 70,396 shares; 2026Q1: 74,578 shares; 2026Q2: 113,637 shares 113,637$4.67M0.12%+39,059Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,619 shares; 2024Q4: 5,127 shares; 2025Q1: 5,597 shares; 2025Q2: 6,401 shares; 2025Q3: 7,131 shares; 2025Q4: 40,617 shares; 2026Q1: 48,636 shares; 2026Q2: 52,331 shares 52,331$4.6M0.12%+3,695Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,467 shares; 2024Q4: 8,912 shares; 2025Q1: 9,230 shares; 2025Q2: 9,136 shares; 2025Q3: 8,706 shares; 2025Q4: 8,955 shares; 2026Q1: 8,484 shares; 2026Q2: 8,961 shares 8,961$4.57M0.12%+477Timeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,536 shares; 2024Q4: 4,592 shares; 2025Q1: 7,036 shares; 2025Q2: 7,394 shares; 2025Q3: 9,560 shares; 2025Q4: 11,148 shares; 2026Q1: 14,144 shares; 2026Q2: 17,873 shares 17,873$4.46M0.12%+3,729Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,392 shares; 2024Q4: 3,602 shares; 2025Q1: 3,787 shares; 2025Q2: 4,478 shares; 2025Q3: 13,086 shares; 2025Q4: 14,622 shares; 2026Q1: 13,912 shares; 2026Q2: 12,855 shares 12,855$4.43M0.11%-1,057Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,247 shares; 2024Q4: 15,567 shares; 2025Q1: 16,526 shares; 2025Q2: 17,739 shares; 2025Q3: 14,658 shares; 2025Q4: 14,685 shares; 2026Q1: 12,992 shares; 2026Q2: 11,902 shares 11,902$4.36M0.11%-1,090Timeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,883 shares; 2024Q4: 16,047 shares; 2025Q1: 16,048 shares; 2025Q2: 16,262 shares; 2025Q3: 14,639 shares; 2025Q4: 162,915 shares; 2026Q1: 168,442 shares; 2026Q2: 172,475 shares 172,475$4.29M0.11%+4,033Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,283 shares; 2024Q4: 18,485 shares; 2025Q1: 18,341 shares; 2025Q2: 9,442 shares; 2025Q3: 21,345 shares; 2025Q4: 29,230 shares; 2026Q1: 36,288 shares; 2026Q2: 36,505 shares 36,505$4.28M0.11%+217Timeline
APUETRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,474 shares; 2025Q1: 58,610 shares; 2025Q2: 82,562 shares; 2025Q3: 81,749 shares; 2025Q4: 81,204 shares; 2026Q1: 91,223 shares; 2026Q2: 92,140 shares 92,140$4.26M0.11%+917Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,510 shares; 2024Q4: 5,381 shares; 2025Q1: 5,295 shares; 2025Q2: 5,275 shares; 2025Q3: 5,290 shares; 2025Q4: 4,915 shares; 2026Q1: 4,448 shares; 2026Q2: 19,587 shares 19,587$4.25M0.11%+15,139Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,615 shares; 2024Q4: 6,980 shares; 2025Q1: 7,000 shares; 2025Q2: 7,021 shares; 2025Q3: 6,760 shares; 2025Q4: 33,446 shares; 2026Q1: 39,676 shares; 2026Q2: 42,739 shares 42,739$4.24M0.11%+3,063Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,775 shares; 2024Q4: 52,061 shares; 2025Q1: 81,177 shares; 2025Q2: 52,045 shares; 2025Q3: 52,053 shares; 2025Q4: 54,021 shares; 2026Q1: 59,243 shares; 2026Q2: 51,280 shares 51,280$4.24M0.11%-7,963Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 822 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 820 shares; 2025Q4: 828 shares; 2026Q1: 941 shares; 2026Q2: 23,489 shares 23,489$4.19M0.11%+22,548Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,298 shares; 2024Q4: 3,681 shares; 2025Q1: 3,873 shares; 2025Q2: 4,400 shares; 2025Q3: 6,701 shares; 2025Q4: 8,185 shares; 2026Q1: 8,420 shares; 2026Q2: 8,061 shares 8,061$4.18M0.11%-359Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,179 shares; 2024Q4: 56,592 shares; 2025Q1: 55,121 shares; 2025Q2: 48,994 shares; 2025Q3: 46,897 shares; 2025Q4: 84,765 shares; 2026Q1: 82,535 shares; 2026Q2: 78,164 shares 78,164$4.15M0.11%-4,371Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,837 shares; 2024Q4: 42,782 shares; 2025Q1: 58,792 shares; 2025Q2: 51,592 shares; 2025Q3: 58,756 shares; 2025Q4: 53,960 shares; 2026Q1: 46,399 shares; 2026Q2: 54,861 shares 54,861$4.14M0.11%+8,462Timeline
YEARAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 352,154 shares; 2025Q3: 77,098 shares; 2025Q4: 120,306 shares; 2026Q1: 123,734 shares; 2026Q2: 81,728 shares 81,728$4.11M0.11%-42,006Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,460 shares; 2024Q4: 34,482 shares; 2025Q1: 35,793 shares; 2025Q2: 35,707 shares; 2025Q3: 45,798 shares; 2025Q4: 54,189 shares; 2026Q1: 49,640 shares; 2026Q2: 52,143 shares 52,143$4.08M0.11%+2,503Timeline
CAIECALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,260 shares; 2025Q4: 20,078 shares; 2026Q1: 113,763 shares; 2026Q2: 148,705 shares 148,705$4.05M0.1%+34,942Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,786 shares; 2024Q4: 7,671 shares; 2025Q1: 8,020 shares; 2025Q2: 8,502 shares; 2025Q3: 8,449 shares; 2025Q4: 8,435 shares; 2026Q1: 8,429 shares; 2026Q2: 9,014 shares 9,014$4.02M0.1%+585Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,550 shares; 2024Q4: 14,530 shares; 2025Q1: 14,149 shares; 2025Q2: 12,405 shares; 2025Q3: 13,758 shares; 2025Q4: 16,685 shares; 2026Q1: 13,514 shares; 2026Q2: 13,285 shares 13,285$3.99M0.1%-229Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,677 shares; 2024Q4: 10,217 shares; 2025Q1: 10,459 shares; 2025Q2: 10,237 shares; 2025Q3: 13,663 shares; 2025Q4: 15,794 shares; 2026Q1: 16,171 shares; 2026Q2: 13,299 shares 13,299$3.96M0.1%-2,872Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,768 shares; 2024Q4: 57,386 shares; 2025Q1: 55,604 shares; 2025Q2: 56,957 shares; 2025Q3: 54,858 shares; 2025Q4: 67,060 shares; 2026Q1: 70,050 shares; 2026Q2: 68,538 shares 68,538$3.95M0.1%-1,512Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,758 shares; 2024Q4: 14,859 shares; 2025Q1: 25,984 shares; 2025Q2: 32,302 shares; 2025Q3: 45,089 shares; 2025Q4: 51,181 shares; 2026Q1: 52,478 shares; 2026Q2: 57,667 shares 57,667$3.92M0.1%+5,189Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,245 shares; 2024Q4: 82,711 shares; 2025Q1: 80,918 shares; 2025Q2: 86,388 shares; 2025Q3: 85,694 shares; 2025Q4: 82,964 shares; 2026Q1: 82,814 shares; 2026Q2: 81,656 shares 81,656$3.92M0.1%-1,158Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,775 shares; 2024Q4: 49,106 shares; 2025Q1: 50,177 shares; 2025Q2: 54,226 shares; 2025Q3: 52,801 shares; 2025Q4: 45,619 shares; 2026Q1: 43,920 shares; 2026Q2: 37,595 shares 37,595$3.84M0.1%-6,325Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,157 shares; 2024Q4: 217,336 shares; 2025Q1: 205,345 shares; 2025Q2: 170,311 shares; 2025Q3: 185,152 shares; 2025Q4: 197,189 shares; 2026Q1: 199,986 shares; 2026Q2: 184,529 shares 184,529$3.82M0.1%-15,457Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,631 shares; 2024Q4: 21,806 shares; 2025Q1: 22,672 shares; 2025Q2: 31,428 shares; 2025Q3: 46,031 shares; 2025Q4: 51,844 shares; 2026Q1: 55,401 shares; 2026Q2: 61,299 shares 61,299$3.8M0.1%+5,898Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,461 shares; 2024Q4: 23,286 shares; 2025Q1: 22,102 shares; 2025Q2: 22,846 shares; 2025Q3: 23,333 shares; 2025Q4: 23,206 shares; 2026Q1: 23,073 shares; 2026Q2: 22,938 shares 22,938$3.75M0.1%-135Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,198 shares; 2024Q4: 63,442 shares; 2025Q1: 64,731 shares; 2025Q2: 65,916 shares; 2025Q3: 66,389 shares; 2025Q4: 119,988 shares; 2026Q1: 123,013 shares; 2026Q2: 123,077 shares 123,077$3.75M0.1%+64Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,661 shares; 2024Q4: 10,319 shares; 2025Q1: 9,870 shares; 2025Q2: 10,188 shares; 2025Q3: 19,197 shares; 2025Q4: 24,749 shares; 2026Q1: 24,906 shares; 2026Q2: 26,187 shares 26,187$3.75M0.1%+1,281Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,341 shares; 2025Q4: 37,212 shares; 2026Q1: 36,522 shares; 2026Q2: 38,490 shares 38,490$3.71M0.1%+1,968Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,696 shares; 2024Q4: 21,596 shares; 2025Q1: 25,613 shares; 2025Q2: 31,273 shares; 2025Q3: 38,553 shares; 2025Q4: 45,108 shares; 2026Q1: 48,149 shares; 2026Q2: 44,514 shares 44,514$3.69M0.1%-3,635Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,366 shares; 2024Q4: 82,051 shares; 2025Q1: 86,476 shares; 2025Q2: 91,531 shares; 2025Q3: 84,243 shares; 2025Q4: 86,908 shares; 2026Q1: 90,153 shares; 2026Q2: 90,404 shares 90,404$3.69M0.1%+251Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,741 shares; 2026Q2: 48,412 shares 48,412$3.66M0.09%+20,671Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,449 shares; 2024Q4: 4,384 shares; 2025Q1: 4,776 shares; 2025Q2: 7,305 shares; 2025Q3: 5,635 shares; 2025Q4: 9,861 shares; 2026Q1: 10,980 shares; 2026Q2: 12,064 shares 12,064$3.65M0.09%+1,084Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,341 shares; 2024Q4: 26,539 shares; 2025Q1: 32,146 shares; 2025Q2: 32,018 shares; 2025Q3: 30,051 shares; 2025Q4: 31,429 shares; 2026Q1: 34,135 shares; 2026Q2: 33,775 shares 33,775$3.63M0.09%-360Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,257 shares; 2024Q4: 42,323 shares; 2025Q1: 37,649 shares; 2025Q2: 39,547 shares; 2025Q3: 35,747 shares; 2025Q4: 38,158 shares; 2026Q1: 37,288 shares; 2026Q2: 37,624 shares 37,624$3.63M0.09%+336Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,656 shares; 2024Q4: 47,800 shares; 2025Q1: 51,732 shares; 2025Q2: 50,874 shares; 2025Q3: 10,694 shares; 2025Q4: 12,122 shares; 2026Q1: 14,695 shares; 2026Q2: 23,112 shares 23,112$3.61M0.09%+8,417Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,943 shares; 2024Q4: 45,610 shares; 2025Q1: 47,690 shares; 2025Q2: 43,732 shares; 2025Q3: 45,214 shares; 2025Q4: 45,778 shares; 2026Q1: 47,150 shares; 2026Q2: 46,568 shares 46,568$3.59M0.09%-582Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,936 shares; 2024Q4: 13,663 shares; 2025Q1: 13,752 shares; 2025Q2: 13,757 shares; 2025Q3: 12,990 shares; 2025Q4: 16,852 shares; 2026Q1: 18,065 shares; 2026Q2: 19,383 shares 19,383$3.59M0.09%+1,318Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,164 shares; 2024Q4: 25,229 shares; 2025Q1: 34,371 shares; 2025Q2: 37,752 shares; 2025Q3: 43,296 shares; 2025Q4: 55,892 shares; 2026Q1: 58,043 shares; 2026Q2: 58,284 shares 58,284$3.57M0.09%+241Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,548 shares; 2024Q4: 3,633 shares; 2025Q1: 4,052 shares; 2025Q2: 4,206 shares; 2025Q3: 5,691 shares; 2025Q4: 5,741 shares; 2026Q1: 6,378 shares; 2026Q2: 6,912 shares 6,912$3.52M0.09%+534Timeline
THQABRDN HEALTHCARE OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,149 shares; 2024Q4: 79,860 shares; 2025Q1: 84,782 shares; 2025Q2: 88,412 shares; 2025Q3: 136,585 shares; 2025Q4: 158,429 shares; 2026Q1: 173,507 shares; 2026Q2: 187,779 shares 187,779$3.52M0.09%+14,272Timeline
AIVCAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,701 shares; 2024Q4: 36,832 shares; 2025Q1: 33,978 shares; 2025Q2: 32,188 shares; 2025Q3: 27,301 shares; 2025Q4: 29,251 shares; 2026Q1: 31,051 shares; 2026Q2: 29,651 shares 29,651$3.42M0.09%-1,400Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,917 shares; 2024Q4: 16,305 shares; 2025Q1: 15,829 shares; 2025Q2: 16,493 shares; 2025Q3: 23,018 shares; 2025Q4: 28,783 shares; 2026Q1: 30,280 shares; 2026Q2: 29,121 shares 29,121$3.4M0.09%-1,159Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,045 shares; 2024Q4: 2,003 shares; 2025Q1: 2,000 shares; 2025Q2: 2,047 shares; 2025Q3: 1,921 shares; 2025Q4: 1,924 shares; 2026Q1: 1,999 shares; 2026Q2: 1,992 shares 1,992$3.38M0.09%-7Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,964 shares; 2024Q4: 80,540 shares; 2025Q1: 82,993 shares; 2025Q2: 82,144 shares; 2025Q3: 81,977 shares; 2025Q4: 83,473 shares; 2026Q1: 92,103 shares; 2026Q2: 91,385 shares 91,385$3.36M0.09%-718Timeline
FICSFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,857 shares; 2025Q3: 12,079 shares; 2025Q4: 84,482 shares; 2026Q1: 81,424 shares; 2026Q2: 80,066 shares 80,066$3.35M0.09%-1,358Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,058 shares; 2024Q4: 6,170 shares; 2025Q1: 6,691 shares; 2025Q2: 7,410 shares; 2025Q3: 10,875 shares; 2025Q4: 12,323 shares; 2026Q1: 12,498 shares; 2026Q2: 12,356 shares 12,356$3.34M0.09%-142Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,883 shares; 2024Q4: 138,641 shares; 2025Q1: 150,325 shares; 2025Q2: 172,910 shares; 2025Q3: 166,200 shares; 2025Q4: 172,056 shares; 2026Q1: 177,360 shares; 2026Q2: 180,756 shares 180,756$3.33M0.09%+3,396Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,941 shares; 2024Q4: 15,108 shares; 2025Q1: 14,841 shares; 2025Q2: 12,692 shares; 2025Q3: 14,730 shares; 2025Q4: 16,116 shares; 2026Q1: 17,429 shares; 2026Q2: 15,024 shares 15,024$3.31M0.09%-2,405Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,854 shares; 2024Q4: 14,095 shares; 2025Q1: 14,035 shares; 2025Q2: 14,571 shares; 2025Q3: 9,428 shares; 2025Q4: 10,240 shares; 2026Q1: 10,667 shares; 2026Q2: 40,914 shares 40,914$3.3M0.09%+30,247Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 689 shares; 2024Q4: 671 shares; 2025Q1: 646 shares; 2025Q2: 639 shares; 2025Q3: 1,714 shares; 2025Q4: 2,457 shares; 2026Q1: 2,349 shares; 2026Q2: 2,358 shares 2,358$3.21M0.08%+9Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,438 shares; 2024Q4: 20,158 shares; 2025Q1: 17,949 shares; 2025Q2: 18,187 shares; 2025Q3: 17,914 shares; 2025Q4: 23,754 shares; 2026Q1: 24,167 shares; 2026Q2: 25,113 shares 25,113$3.17M0.08%+946Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,308 shares; 2024Q4: 11,328 shares; 2025Q1: 12,043 shares; 2025Q2: 11,945 shares; 2025Q3: 11,868 shares; 2025Q4: 13,623 shares; 2026Q1: 14,165 shares; 2026Q2: 14,150 shares 14,150$3.15M0.08%-15Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,991 shares; 2024Q4: 4,959 shares; 2025Q1: 4,845 shares; 2025Q2: 5,496 shares; 2025Q3: 9,031 shares; 2025Q4: 11,035 shares; 2026Q1: 11,453 shares; 2026Q2: 10,642 shares 10,642$3.12M0.08%-811Timeline
YYYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,758 shares; 2024Q4: 211,148 shares; 2025Q1: 217,276 shares; 2025Q2: 213,862 shares; 2025Q3: 229,014 shares; 2025Q4: 241,728 shares; 2026Q1: 236,533 shares; 2026Q2: 266,953 shares 266,953$3.08M0.08%+30,420Timeline
NLRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,520 shares; 2025Q2: 13,095 shares; 2025Q3: 15,218 shares; 2025Q4: 20,431 shares; 2026Q1: 22,043 shares; 2026Q2: 26,468 shares 26,468$3.07M0.08%+4,425Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,597 shares; 2024Q4: 23,138 shares; 2025Q1: 23,717 shares; 2025Q2: 25,962 shares; 2025Q3: 24,219 shares; 2025Q4: 25,493 shares; 2026Q1: 24,805 shares; 2026Q2: 25,952 shares 25,952$3.05M0.08%+1,147Timeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,846 shares; 2024Q4: 9,896 shares; 2025Q1: 9,740 shares; 2025Q2: 9,546 shares; 2025Q3: 9,334 shares; 2025Q4: 9,334 shares; 2026Q1: 9,334 shares; 2026Q2: 9,162 shares 9,162$3.04M0.08%-172Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,635 shares; 2025Q2: 6,635 shares; 2025Q3: 6,635 shares; 2025Q4: 7,905 shares; 2026Q1: 22,945 shares; 2026Q2: 59,488 shares 59,488$3.03M0.08%+36,543Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,562 shares; 2024Q4: 42,884 shares; 2025Q1: 49,196 shares; 2025Q2: 53,751 shares; 2025Q3: 55,202 shares; 2025Q4: 59,408 shares; 2026Q1: 58,438 shares; 2026Q2: 56,448 shares 56,448$3.03M0.08%-1,990Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,306 shares; 2024Q4: 33,371 shares; 2025Q1: 37,677 shares; 2025Q2: 34,192 shares; 2025Q3: 8,239 shares; 2025Q4: 9,330 shares; 2026Q1: 6,319 shares; 2026Q2: 6,931 shares 6,931$2.99M0.08%+612Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 836 shares; 2024Q4: 2,149 shares; 2025Q1: 3,017 shares; 2025Q2: 3,171 shares; 2025Q3: 3,485 shares; 2025Q4: 3,451 shares; 2026Q1: 4,102 shares; 2026Q2: 4,148 shares 4,148$2.99M0.08%+46Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,346 shares; 2024Q4: 39,799 shares; 2025Q1: 43,834 shares; 2025Q2: 39,704 shares; 2025Q3: 45,946 shares; 2025Q4: 46,351 shares; 2026Q1: 44,292 shares; 2026Q2: 41,208 shares 41,208$2.97M0.08%-3,084Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,475 shares; 2024Q4: 79,521 shares; 2025Q1: 76,853 shares; 2025Q2: 85,222 shares; 2025Q3: 87,628 shares; 2025Q4: 96,323 shares; 2026Q1: 93,299 shares; 2026Q2: 92,535 shares 92,535$2.96M0.08%-764Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,854 shares; 2024Q4: 28,898 shares; 2025Q1: 30,337 shares; 2025Q2: 26,234 shares; 2025Q3: 24,265 shares; 2025Q4: 23,442 shares; 2026Q1: 21,290 shares; 2026Q2: 18,805 shares 18,805$2.95M0.08%-2,485Timeline
VTECVANGUARD CALIF TAX FREE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,299 shares; 2024Q4: 13,512 shares; 2025Q1: 13,512 shares; 2025Q2: 13,796 shares; 2025Q3: 13,796 shares; 2025Q4: 18,796 shares; 2026Q1: 26,276 shares; 2026Q2: 29,276 shares 29,276$2.94M0.08%+3,000Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,496 shares; 2024Q4: 6,539 shares; 2025Q1: 6,404 shares; 2025Q2: 5,656 shares; 2025Q3: 5,859 shares; 2025Q4: 6,839 shares; 2026Q1: 6,128 shares; 2026Q2: 5,979 shares 5,979$2.94M0.08%-149Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,468 shares; 2024Q4: 21,901 shares; 2025Q1: 20,947 shares; 2025Q2: 21,900 shares; 2025Q3: 21,453 shares; 2025Q4: 21,547 shares; 2026Q1: 22,651 shares; 2026Q2: 21,469 shares 21,469$2.94M0.08%-1,182Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,419 shares; 2024Q4: 60,022 shares; 2025Q1: 54,786 shares; 2025Q2: 54,654 shares; 2025Q3: 44,053 shares; 2025Q4: 44,351 shares; 2026Q1: 48,842 shares; 2026Q2: 46,378 shares 46,378$2.92M0.08%-2,464Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,510 shares; 2024Q4: 7,503 shares; 2025Q1: 7,291 shares; 2025Q2: 7,288 shares; 2025Q3: 7,659 shares; 2025Q4: 8,304 shares; 2026Q1: 11,134 shares; 2026Q2: 12,115 shares 12,115$2.88M0.07%+981Timeline
UMHUMH PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,888 shares; 2024Q4: 186,551 shares; 2025Q1: 183,337 shares; 2025Q2: 180,389 shares; 2025Q3: 191,341 shares; 2025Q4: 191,297 shares; 2026Q1: 187,758 shares; 2026Q2: 189,997 shares 189,997$2.88M0.07%+2,239Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,725 shares; 2024Q4: 7,087 shares; 2025Q1: 7,049 shares; 2025Q2: 6,918 shares; 2025Q3: 6,434 shares; 2025Q4: 6,455 shares; 2026Q1: 6,375 shares; 2026Q2: 6,277 shares 6,277$2.83M0.07%-98Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,843 shares; 2024Q4: 135,281 shares; 2025Q1: 133,076 shares; 2025Q2: 131,753 shares; 2025Q3: 140,822 shares; 2025Q4: 143,809 shares; 2026Q1: 143,716 shares; 2026Q2: 147,534 shares 147,534$2.82M0.07%+3,818Timeline
FWDAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,433 shares; 2025Q3: 21,455 shares; 2025Q4: 19,965 shares; 2026Q1: 20,312 shares; 2026Q2: 18,981 shares 18,981$2.81M0.07%-1,331Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,043 shares; 2024Q4: 21,535 shares; 2025Q1: 20,458 shares; 2025Q2: 19,094 shares; 2025Q3: 21,064 shares; 2025Q4: 18,659 shares; 2026Q1: 20,872 shares; 2026Q2: 21,499 shares 21,499$2.81M0.07%+627Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,711 shares; 2024Q4: 19,448 shares; 2025Q1: 18,604 shares; 2025Q2: 17,275 shares; 2025Q3: 17,674 shares; 2025Q4: 19,201 shares; 2026Q1: 17,784 shares; 2026Q2: 17,685 shares 17,685$2.81M0.07%-99Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,710 shares; 2024Q4: 10,685 shares; 2025Q1: 10,572 shares; 2025Q2: 10,375 shares; 2025Q3: 9,534 shares; 2025Q4: 12,311 shares; 2026Q1: 13,114 shares; 2026Q2: 15,473 shares 15,473$2.8M0.07%+2,359Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,689 shares; 2024Q4: 67,019 shares; 2025Q1: 69,075 shares; 2025Q2: 75,372 shares; 2025Q3: 71,706 shares; 2025Q4: 72,195 shares; 2026Q1: 84,608 shares; 2026Q2: 94,808 shares 94,808$2.79M0.07%+10,200Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,046 shares; 2024Q4: 9,946 shares; 2025Q1: 9,748 shares; 2025Q2: 9,599 shares; 2025Q3: 10,737 shares; 2025Q4: 11,032 shares; 2026Q1: 10,988 shares; 2026Q2: 11,477 shares 11,477$2.78M0.07%+489Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,087 shares; 2024Q4: 8,260 shares; 2025Q1: 8,173 shares; 2025Q2: 8,413 shares; 2025Q3: 7,733 shares; 2025Q4: 8,570 shares; 2026Q1: 8,459 shares; 2026Q2: 8,289 shares 8,289$2.77M0.07%-170Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,770 shares; 2024Q4: 13,251 shares; 2025Q1: 12,349 shares; 2025Q2: 13,256 shares; 2025Q3: 14,599 shares; 2025Q4: 15,412 shares; 2026Q1: 13,670 shares; 2026Q2: 15,685 shares 15,685$2.77M0.07%+2,015Timeline
XAODXABRDN TOTAL DYNAMIC DIVIDENDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,016 shares; 2024Q4: 249,175 shares; 2025Q1: 256,721 shares; 2025Q2: 255,942 shares; 2025Q3: 261,785 shares; 2025Q4: 259,077 shares; 2026Q1: 259,926 shares; 2026Q2: 267,408 shares 267,408$2.76M0.07%+7,482Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,474 shares; 2024Q4: 24,078 shares; 2025Q1: 24,087 shares; 2025Q2: 24,777 shares; 2025Q3: 29,125 shares; 2025Q4: 30,501 shares; 2026Q1: 35,808 shares; 2026Q2: 32,954 shares 32,954$2.71M0.07%-2,854Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,649 shares; 2024Q4: 10,701 shares; 2025Q1: 10,912 shares; 2025Q2: 11,188 shares; 2025Q3: 10,980 shares; 2025Q4: 11,554 shares; 2026Q1: 13,322 shares; 2026Q2: 13,416 shares 13,416$2.71M0.07%+94Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,572 shares; 2024Q4: 27,827 shares; 2025Q1: 28,260 shares; 2025Q2: 25,371 shares; 2025Q3: 38,174 shares; 2025Q4: 45,221 shares; 2026Q1: 47,017 shares; 2026Q2: 46,646 shares 46,646$2.7M0.07%-371Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,378 shares; 2024Q4: 2,328 shares; 2025Q1: 2,150 shares; 2025Q2: 2,427 shares; 2025Q3: 3,945 shares; 2025Q4: 4,688 shares; 2026Q1: 5,894 shares; 2026Q2: 6,544 shares 6,544$2.67M0.07%+650Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,753 shares; 2024Q4: 21,283 shares; 2025Q1: 18,090 shares; 2025Q2: 19,165 shares; 2025Q3: 24,765 shares; 2025Q4: 45,657 shares; 2026Q1: 49,485 shares; 2026Q2: 35,269 shares 35,269$2.66M0.07%-14,216Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,859 shares; 2024Q4: 36,113 shares; 2025Q1: 35,157 shares; 2025Q2: 31,585 shares; 2025Q3: 30,412 shares; 2025Q4: 34,442 shares; 2026Q1: 36,710 shares; 2026Q2: 36,884 shares 36,884$2.65M0.07%+174Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,498 shares; 2024Q4: 25,340 shares; 2025Q1: 25,120 shares; 2025Q2: 32,300 shares; 2025Q3: 33,484 shares; 2025Q4: 33,289 shares; 2026Q1: 42,727 shares; 2026Q2: 52,447 shares 52,447$2.65M0.07%+9,720Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,116 shares; 2024Q4: 3,684 shares; 2025Q1: 4,770 shares; 2025Q2: 5,045 shares; 2025Q3: 5,748 shares; 2025Q4: 6,475 shares; 2026Q1: 7,671 shares; 2026Q2: 7,559 shares 7,559$2.59M0.07%-112Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,264 shares; 2024Q4: 21,730 shares; 2025Q1: 21,006 shares; 2025Q2: 18,632 shares; 2025Q3: 12,625 shares; 2025Q4: 12,332 shares; 2026Q1: 14,323 shares; 2026Q2: 15,855 shares 15,855$2.57M0.07%+1,532Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,014 shares; 2024Q4: 12,741 shares; 2025Q1: 15,594 shares; 2025Q2: 15,603 shares; 2025Q3: 16,351 shares; 2025Q4: 16,115 shares; 2026Q1: 17,094 shares; 2026Q2: 16,340 shares 16,340$2.56M0.07%-754Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,073 shares; 2024Q4: 1,100 shares; 2025Q1: 1,156 shares; 2025Q2: 1,395 shares; 2025Q3: 1,466 shares; 2025Q4: 1,309 shares; 2026Q1: 1,151 shares; 2026Q2: 1,283 shares 1,283$2.55M0.07%+132Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,340 shares; 2024Q4: 12,472 shares; 2025Q1: 12,492 shares; 2025Q2: 13,327 shares; 2025Q3: 26,822 shares; 2025Q4: 28,437 shares; 2026Q1: 27,519 shares; 2026Q2: 26,774 shares 26,774$2.55M0.07%-745Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,480 shares; 2024Q4: 4,252 shares; 2025Q1: 6,273 shares; 2025Q2: 5,784 shares; 2025Q3: 7,824 shares; 2025Q4: 9,109 shares; 2026Q1: 9,598 shares; 2026Q2: 10,231 shares 10,231$2.54M0.07%+633Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,156 shares; 2024Q4: 42,857 shares; 2025Q1: 47,771 shares; 2025Q2: 50,776 shares; 2025Q3: 52,314 shares; 2025Q4: 58,074 shares; 2026Q1: 60,314 shares; 2026Q2: 61,083 shares 61,083$2.53M0.07%+769Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,309 shares; 2024Q4: 51,924 shares; 2025Q1: 55,427 shares; 2025Q2: 42,718 shares; 2025Q3: 44,694 shares; 2025Q4: 44,695 shares; 2026Q1: 46,550 shares; 2026Q2: 47,110 shares 47,110$2.52M0.06%+560Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,713 shares; 2024Q4: 14,222 shares; 2025Q1: 14,192 shares; 2025Q2: 14,560 shares; 2025Q3: 8,166 shares; 2025Q4: 9,143 shares; 2026Q1: 9,203 shares; 2026Q2: 10,629 shares 10,629$2.52M0.06%+1,426Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,710 shares; 2024Q4: 8,727 shares; 2025Q1: 8,578 shares; 2025Q2: 8,482 shares; 2025Q3: 11,082 shares; 2025Q4: 12,640 shares; 2026Q1: 12,901 shares; 2026Q2: 14,608 shares 14,608$2.48M0.06%+1,707Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,865 shares; 2024Q4: 148,414 shares; 2025Q1: 154,560 shares; 2025Q2: 150,905 shares; 2025Q3: 52,576 shares; 2025Q4: 52,781 shares; 2026Q1: 53,453 shares; 2026Q2: 51,496 shares 51,496$2.48M0.06%-1,957Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,765 shares; 2024Q4: 21,529 shares; 2025Q1: 21,822 shares; 2025Q2: 20,645 shares; 2025Q3: 23,889 shares; 2025Q4: 24,784 shares; 2026Q1: 24,569 shares; 2026Q2: 23,700 shares 23,700$2.46M0.06%-869Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,595 shares; 2024Q4: 9,812 shares; 2025Q1: 8,984 shares; 2025Q2: 8,738 shares; 2025Q3: 14,207 shares; 2025Q4: 17,893 shares; 2026Q1: 18,266 shares; 2026Q2: 18,537 shares 18,537$2.44M0.06%+271Timeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,559 shares; 2024Q4: 6,504 shares; 2025Q1: 6,924 shares; 2025Q2: 6,839 shares; 2025Q3: 7,129 shares; 2025Q4: 7,048 shares; 2026Q1: 6,993 shares; 2026Q2: 6,033 shares 6,033$2.42M0.06%-960Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,034 shares; 2024Q4: 8,197 shares; 2025Q1: 26,448 shares; 2025Q2: 45,064 shares; 2025Q3: 44,329 shares; 2025Q4: 64,540 shares; 2026Q1: 57,581 shares; 2026Q2: 47,811 shares 47,811$2.42M0.06%-9,770Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,608 shares; 2024Q4: 7,275 shares; 2025Q1: 7,538 shares; 2025Q2: 7,698 shares; 2025Q3: 10,250 shares; 2025Q4: 12,130 shares; 2026Q1: 10,316 shares; 2026Q2: 10,736 shares 10,736$2.4M0.06%+420Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,857 shares; 2024Q4: 8,921 shares; 2025Q1: 8,651 shares; 2025Q2: 13,533 shares; 2025Q3: 14,728 shares; 2025Q4: 19,344 shares; 2026Q1: 21,989 shares; 2026Q2: 20,903 shares 20,903$2.4M0.06%-1,086Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,853 shares; 2024Q4: 17,022 shares; 2025Q1: 22,096 shares; 2025Q2: 23,124 shares; 2025Q3: 21,922 shares; 2025Q4: 22,460 shares; 2026Q1: 22,702 shares; 2026Q2: 23,093 shares 23,093$2.4M0.06%+391Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,921 shares; 2024Q4: 63,983 shares; 2025Q1: 62,554 shares; 2025Q2: 54,026 shares; 2025Q3: 48,150 shares; 2025Q4: 49,111 shares; 2026Q1: 52,846 shares; 2026Q2: 50,141 shares 50,141$2.39M0.06%-2,705Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,312 shares; 2024Q4: 8,754 shares; 2025Q1: 12,792 shares; 2025Q2: 11,051 shares; 2025Q3: 12,780 shares; 2025Q4: 12,544 shares; 2026Q1: 12,550 shares; 2026Q2: 14,984 shares 14,984$2.38M0.06%+2,434Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,915 shares; 2025Q3: 12,892 shares; 2025Q4: 34,332 shares; 2026Q1: 41,547 shares; 2026Q2: 47,640 shares 47,640$2.38M0.06%+6,093Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,344 shares; 2024Q4: 6,286 shares; 2025Q1: 6,603 shares; 2025Q2: 6,622 shares; 2025Q3: 6,150 shares; 2025Q4: 5,561 shares; 2026Q1: 5,417 shares; 2026Q2: 4,745 shares 4,745$2.36M0.06%-672Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,337 shares; 2024Q4: 25,911 shares; 2025Q1: 27,985 shares; 2025Q2: 39,395 shares; 2025Q3: 36,142 shares; 2025Q4: 35,632 shares; 2026Q1: 34,661 shares; 2026Q2: 30,504 shares 30,504$2.33M0.06%-4,157Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,606 shares; 2024Q4: 14,572 shares; 2025Q1: 17,971 shares; 2025Q2: 18,149 shares; 2025Q3: 20,193 shares; 2025Q4: 21,406 shares; 2026Q1: 24,267 shares; 2026Q2: 21,662 shares 21,662$2.33M0.06%-2,605Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,289 shares; 2024Q4: 5,264 shares; 2025Q1: 9,470 shares; 2025Q2: 11,346 shares; 2025Q3: 14,963 shares; 2025Q4: 15,691 shares; 2026Q1: 17,132 shares; 2026Q2: 16,890 shares 16,890$2.32M0.06%-242Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,482 shares; 2024Q4: 6,373 shares; 2025Q1: 6,529 shares; 2025Q2: 6,983 shares; 2025Q3: 7,050 shares; 2025Q4: 7,053 shares; 2026Q1: 7,298 shares; 2026Q2: 7,412 shares 7,412$2.32M0.06%+114Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,792 shares; 2024Q4: 21,280 shares; 2025Q1: 21,693 shares; 2025Q2: 22,390 shares; 2025Q3: 23,769 shares; 2025Q4: 24,775 shares; 2026Q1: 25,344 shares; 2026Q2: 24,215 shares 24,215$2.32M0.06%-1,129Timeline
FVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,780 shares; 2024Q4: 37,978 shares; 2025Q1: 37,904 shares; 2025Q2: 32,534 shares; 2025Q3: 31,934 shares; 2025Q4: 31,344 shares; 2026Q1: 31,296 shares; 2026Q2: 30,551 shares 30,551$2.32M0.06%-745Timeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,397 shares; 2024Q4: 7,330 shares; 2025Q1: 7,341 shares; 2025Q2: 7,361 shares; 2025Q3: 7,773 shares; 2025Q4: 10,240 shares; 2026Q1: 11,479 shares; 2026Q2: 11,593 shares 11,593$2.31M0.06%+114Timeline
BOXXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,132 shares; 2024Q4: 3,759 shares; 2025Q1: 2,809 shares; 2025Q2: 1,948 shares; 2025Q3: 6,852 shares; 2025Q4: 13,426 shares; 2026Q1: 17,877 shares; 2026Q2: 19,670 shares 19,670$2.3M0.06%+1,793Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,248 shares; 2024Q4: 36,054 shares; 2025Q1: 36,789 shares; 2025Q2: 25,447 shares; 2025Q3: 25,716 shares; 2025Q4: 25,407 shares; 2026Q1: 28,743 shares; 2026Q2: 28,492 shares 28,492$2.29M0.06%-251Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,195 shares 10,195$2.28M0.06%newTimeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,319 shares 10,319$2.28M0.06%newTimeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,127 shares; 2025Q4: 13,483 shares; 2026Q1: 13,428 shares; 2026Q2: 27,497 shares 27,497$2.26M0.06%+14,069Timeline
APCBTRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,080 shares; 2025Q1: 43,458 shares; 2025Q2: 61,138 shares; 2025Q3: 63,827 shares; 2025Q4: 63,827 shares; 2026Q1: 75,853 shares; 2026Q2: 76,856 shares 76,856$2.26M0.06%+1,003Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,520 shares; 2024Q4: 6,160 shares; 2025Q1: 8,272 shares; 2025Q2: 6,815 shares; 2025Q3: 10,473 shares; 2025Q4: 12,758 shares; 2026Q1: 13,303 shares; 2026Q2: 14,912 shares 14,912$2.26M0.06%+1,609Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,696 shares; 2024Q4: 16,940 shares; 2025Q1: 17,231 shares; 2025Q2: 19,003 shares; 2025Q3: 20,149 shares; 2025Q4: 20,312 shares; 2026Q1: 19,309 shares; 2026Q2: 17,818 shares 17,818$2.25M0.06%-1,491Timeline
CGMUCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,439 shares; 2024Q4: 50,869 shares; 2025Q1: 51,529 shares; 2025Q2: 55,249 shares; 2025Q3: 60,308 shares; 2025Q4: 60,918 shares; 2026Q1: 63,087 shares; 2026Q2: 82,101 shares 82,101$2.25M0.06%+19,014Timeline
UTFCOHEN & STEERS INFRASTRUCTURQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,758 shares; 2024Q4: 67,110 shares; 2025Q1: 73,217 shares; 2025Q2: 70,548 shares; 2025Q3: 68,404 shares; 2025Q4: 74,211 shares; 2026Q1: 75,320 shares; 2026Q2: 80,008 shares 80,008$2.21M0.06%+4,688Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,101 shares; 2024Q4: 16,158 shares; 2025Q1: 17,656 shares; 2025Q2: 18,409 shares; 2025Q3: 19,511 shares; 2025Q4: 19,535 shares; 2026Q1: 30,401 shares; 2026Q2: 29,996 shares 29,996$2.2M0.06%-405Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 2,284 shares; 2025Q1: 2,514 shares; 2025Q2: 2,612 shares; 2025Q3: 2,661 shares; 2025Q4: 3,375 shares; 2026Q1: 3,930 shares; 2026Q2: 3,917 shares 3,917$2.2M0.06%-13Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,169 shares; 2024Q4: 14,567 shares; 2025Q1: 15,856 shares; 2025Q2: 15,748 shares; 2025Q3: 15,143 shares; 2025Q4: 14,813 shares; 2026Q1: 15,687 shares; 2026Q2: 15,075 shares 15,075$2.18M0.06%-612Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,601 shares; 2024Q4: 5,496 shares; 2025Q1: 4,871 shares; 2025Q2: 9,072 shares; 2025Q3: 8,947 shares; 2025Q4: 8,593 shares; 2026Q1: 14,048 shares; 2026Q2: 13,634 shares 13,634$2.18M0.06%-414Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,105 shares; 2024Q4: 1,623 shares; 2025Q1: 1,879 shares; 2025Q2: 1,707 shares; 2025Q3: 1,735 shares; 2025Q4: 2,216 shares; 2026Q1: 2,592 shares; 2026Q2: 1,922 shares 1,922$2.18M0.06%-670Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,847 shares; 2024Q4: 18,182 shares; 2025Q1: 18,055 shares; 2025Q2: 16,231 shares; 2025Q3: 16,711 shares; 2025Q4: 17,452 shares; 2026Q1: 21,210 shares; 2026Q2: 23,748 shares 23,748$2.18M0.06%+2,538Timeline
ALLWSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,489 shares; 2026Q1: 66,364 shares; 2026Q2: 74,129 shares 74,129$2.17M0.06%+7,765Timeline
ISPYPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,804 shares; 2025Q2: 36,332 shares; 2025Q3: 35,358 shares; 2025Q4: 36,519 shares; 2026Q1: 37,385 shares; 2026Q2: 44,879 shares 44,879$2.16M0.06%+7,494Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,340 shares; 2024Q4: 6,603 shares; 2025Q1: 8,475 shares; 2025Q2: 9,485 shares; 2025Q3: 9,283 shares; 2025Q4: 9,577 shares; 2026Q1: 10,959 shares; 2026Q2: 10,343 shares 10,343$2.16M0.06%-616Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,883 shares; 2024Q4: 3,932 shares; 2025Q1: 4,325 shares; 2025Q2: 5,197 shares; 2025Q3: 4,487 shares; 2025Q4: 4,975 shares; 2026Q1: 18,475 shares; 2026Q2: 23,750 shares 23,750$2.15M0.06%+5,275Timeline
HYLSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,449 shares; 2024Q4: 73,935 shares; 2025Q1: 74,859 shares; 2025Q2: 64,272 shares; 2025Q3: 62,658 shares; 2025Q4: 62,053 shares; 2026Q1: 60,168 shares; 2026Q2: 52,929 shares 52,929$2.15M0.06%-7,239Timeline
AIOVIRTUS ARTIFICIAL INTELLIGENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,694 shares; 2024Q4: 56,794 shares; 2025Q1: 56,363 shares; 2025Q2: 54,265 shares; 2025Q3: 52,237 shares; 2025Q4: 57,402 shares; 2026Q1: 76,802 shares; 2026Q2: 75,802 shares 75,802$2.13M0.05%-1,000Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,466 shares; 2024Q4: 2,536 shares; 2025Q1: 1,480 shares; 2025Q2: 2,122 shares; 2025Q3: 3,317 shares; 2025Q4: 4,327 shares; 2026Q1: 4,872 shares; 2026Q2: 5,811 shares 5,811$2.12M0.05%+939Timeline
GOFGUGGENHEIM STRATEGIC OPPORTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,350 shares; 2024Q4: 179,695 shares; 2025Q1: 181,194 shares; 2025Q2: 176,925 shares; 2025Q3: 178,961 shares; 2025Q4: 191,607 shares; 2026Q1: 185,392 shares; 2026Q2: 192,139 shares 192,139$2.1M0.05%+6,747Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,702 shares; 2024Q4: 8,994 shares; 2025Q1: 8,957 shares; 2025Q2: 14,533 shares; 2025Q3: 14,591 shares; 2025Q4: 15,167 shares; 2026Q1: 15,297 shares; 2026Q2: 16,155 shares 16,155$2.08M0.05%+858Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,119 shares; 2024Q4: 4,063 shares; 2025Q1: 4,407 shares; 2025Q2: 4,990 shares; 2025Q3: 5,003 shares; 2025Q4: 7,009 shares; 2026Q1: 7,267 shares; 2026Q2: 7,193 shares 7,193$2.05M0.05%-74Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,758 shares; 2024Q4: 231,682 shares; 2025Q1: 222,680 shares; 2025Q2: 206,840 shares; 2025Q3: 219,552 shares; 2025Q4: 229,539 shares; 2026Q1: 223,649 shares; 2026Q2: 218,501 shares 218,501$2.05M0.05%-5,148Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,024 shares; 2024Q4: 6,999 shares; 2025Q1: 7,031 shares; 2025Q2: 7,003 shares; 2025Q3: 6,953 shares; 2025Q4: 11,779 shares; 2026Q1: 11,994 shares; 2026Q2: 12,955 shares 12,955$2.05M0.05%+961Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,339 shares; 2025Q3: 24,780 shares; 2025Q4: 34,601 shares; 2026Q1: 47,251 shares; 2026Q2: 50,825 shares 50,825$2.04M0.05%+3,574Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 8,393 shares; 2025Q4: 9,141 shares; 2026Q1: 10,949 shares; 2026Q2: 14,093 shares 14,093$2.04M0.05%+3,144Timeline
CTAPSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,211 shares; 2026Q1: 41,240 shares; 2026Q2: 77,078 shares 77,078$2.04M0.05%+35,838Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,035 shares; 2024Q4: 36,717 shares; 2025Q1: 37,244 shares; 2025Q2: 33,434 shares; 2025Q3: 21,496 shares; 2025Q4: 20,679 shares; 2026Q1: 23,233 shares; 2026Q2: 27,177 shares 27,177$2.02M0.05%+3,944Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,797 shares; 2024Q4: 11,981 shares; 2025Q1: 12,126 shares; 2025Q2: 12,333 shares; 2025Q3: 13,574 shares; 2025Q4: 14,742 shares; 2026Q1: 14,165 shares; 2026Q2: 13,821 shares 13,821$2.02M0.05%-344Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,698 shares; 2024Q4: 30,105 shares; 2025Q1: 30,105 shares; 2025Q2: 30,603 shares; 2025Q3: 30,603 shares; 2025Q4: 31,953 shares; 2026Q1: 33,299 shares; 2026Q2: 35,010 shares 35,010$2.02M0.05%+1,711Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,330 shares; 2024Q4: 14,229 shares; 2025Q1: 15,137 shares; 2025Q2: 14,818 shares; 2025Q3: 16,157 shares; 2025Q4: 19,440 shares; 2026Q1: 21,549 shares; 2026Q2: 21,551 shares 21,551$2.01M0.05%+2Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,502 shares; 2024Q4: 6,603 shares; 2025Q1: 4,445 shares; 2025Q2: 1,493 shares; 2025Q3: 1,839 shares; 2025Q4: 2,178 shares; 2026Q1: 2,443 shares; 2026Q2: 3,133 shares 3,133$2.01M0.05%+690Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,057 shares; 2024Q4: 25,304 shares; 2025Q1: 23,778 shares; 2025Q2: 23,255 shares; 2025Q3: 16,856 shares; 2025Q4: 17,349 shares; 2026Q1: 19,054 shares; 2026Q2: 17,554 shares 17,554$2M0.05%-1,500Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,019 shares; 2024Q4: 35,727 shares; 2025Q1: 35,363 shares; 2025Q2: 36,549 shares; 2025Q3: 36,324 shares; 2025Q4: 36,022 shares; 2026Q1: 36,067 shares; 2026Q2: 36,923 shares 36,923$2M0.05%+856Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,013 shares; 2024Q4: 3,217 shares; 2025Q1: 3,198 shares; 2025Q2: 7,908 shares; 2025Q3: 7,943 shares; 2025Q4: 8,382 shares; 2026Q1: 10,477 shares; 2026Q2: 9,965 shares 9,965$2M0.05%-512Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113 shares; 2024Q4: 1,108 shares; 2025Q1: 1,109 shares; 2025Q2: 1,138 shares; 2025Q3: 1,123 shares; 2025Q4: 1,136 shares; 2026Q1: 969 shares; 2026Q2: 954 shares 954$1.99M0.05%-15Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,773 shares; 2024Q4: 8,564 shares; 2025Q1: 9,186 shares; 2025Q2: 12,522 shares; 2025Q3: 14,013 shares; 2025Q4: 19,133 shares; 2026Q1: 22,067 shares; 2026Q2: 21,978 shares 21,978$1.96M0.05%-89Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,956 shares; 2024Q4: 5,698 shares; 2025Q1: 6,522 shares; 2025Q2: 6,708 shares; 2025Q3: 6,574 shares; 2025Q4: 15,514 shares; 2026Q1: 16,830 shares; 2026Q2: 16,522 shares 16,522$1.94M0.05%-308Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,241 shares; 2024Q4: 3,302 shares; 2025Q1: 3,321 shares; 2025Q2: 2,473 shares; 2025Q3: 4,544 shares; 2025Q4: 6,153 shares; 2026Q1: 7,530 shares; 2026Q2: 6,637 shares 6,637$1.93M0.05%-893Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,746 shares; 2024Q4: 100,322 shares; 2025Q1: 102,871 shares; 2025Q2: 89,447 shares; 2025Q3: 63,945 shares; 2025Q4: 64,138 shares; 2026Q1: 73,565 shares; 2026Q2: 44,551 shares 44,551$1.92M0.05%-29,014Timeline
WLFCWILLIS LEASE FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,285 shares; 2025Q4: 8,885 shares; 2026Q1: 8,685 shares; 2026Q2: 8,357 shares 8,357$1.91M0.05%-328Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,647 shares; 2024Q4: 6,804 shares; 2025Q1: 6,921 shares; 2025Q2: 7,720 shares; 2025Q3: 7,793 shares; 2025Q4: 7,198 shares; 2026Q1: 6,621 shares; 2026Q2: 6,061 shares 6,061$1.91M0.05%-560Timeline
DRAMROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,839 shares 25,839$1.91M0.05%newTimeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,903 shares; 2024Q4: 10,907 shares; 2025Q1: 10,920 shares; 2025Q2: 10,754 shares; 2025Q3: 11,684 shares; 2025Q4: 12,713 shares; 2026Q1: 13,125 shares; 2026Q2: 13,037 shares 13,037$1.9M0.05%-88Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,644 shares; 2024Q4: 2,483 shares; 2025Q1: 2,258 shares; 2025Q2: 2,338 shares; 2025Q3: 6,308 shares; 2025Q4: 8,525 shares; 2026Q1: 10,516 shares; 2026Q2: 11,596 shares 11,596$1.9M0.05%+1,080Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,345 shares 9,345$1.89M0.05%newTimeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,184 shares; 2024Q4: 4,230 shares; 2025Q1: 4,091 shares; 2025Q2: 3,968 shares; 2025Q3: 5,589 shares; 2025Q4: 8,010 shares; 2026Q1: 7,880 shares; 2026Q2: 7,782 shares 7,782$1.89M0.05%-98Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334 shares; 2024Q4: 338 shares; 2025Q1: 334 shares; 2025Q2: 12,118 shares; 2025Q3: 14,066 shares; 2025Q4: 15,437 shares; 2026Q1: 20,359 shares; 2026Q2: 20,463 shares 20,463$1.88M0.05%+104Timeline
CGHMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,565 shares; 2025Q4: 68,435 shares; 2026Q1: 70,699 shares; 2026Q2: 72,788 shares 72,788$1.88M0.05%+2,089Timeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,509 shares; 2024Q4: 31,322 shares; 2025Q1: 29,878 shares; 2025Q2: 31,957 shares; 2025Q3: 36,642 shares; 2025Q4: 37,131 shares; 2026Q1: 44,817 shares; 2026Q2: 46,358 shares 46,358$1.88M0.05%+1,541Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,267 shares; 2024Q4: 6,961 shares; 2025Q1: 6,459 shares; 2025Q2: 6,700 shares; 2025Q3: 8,102 shares; 2025Q4: 8,589 shares; 2026Q1: 9,353 shares; 2026Q2: 8,501 shares 8,501$1.88M0.05%-852Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,596 shares; 2024Q4: 18,109 shares; 2025Q1: 27,128 shares; 2025Q2: 33,000 shares; 2025Q3: 38,696 shares; 2025Q4: 44,113 shares; 2026Q1: 57,281 shares; 2026Q2: 55,902 shares 55,902$1.86M0.05%-1,379Timeline
SFYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,604 shares; 2025Q1: 10,524 shares; 2025Q2: 10,784 shares; 2025Q3: 11,059 shares; 2025Q4: 11,219 shares; 2026Q1: 12,411 shares; 2026Q2: 12,435 shares 12,435$1.85M0.05%+24Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,276 shares; 2024Q4: 23,657 shares; 2025Q1: 24,717 shares; 2025Q2: 22,903 shares; 2025Q3: 23,682 shares; 2025Q4: 23,420 shares; 2026Q1: 23,871 shares; 2026Q2: 23,599 shares 23,599$1.84M0.05%-272Timeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,038 shares; 2024Q4: 139,709 shares; 2025Q1: 139,295 shares; 2025Q2: 139,198 shares; 2025Q3: 139,277 shares; 2025Q4: 138,690 shares; 2026Q1: 126,851 shares; 2026Q2: 126,302 shares 126,302$1.84M0.05%-549Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,419 shares; 2024Q4: 2,500 shares; 2025Q1: 2,683 shares; 2025Q2: 2,749 shares; 2025Q3: 2,718 shares; 2025Q4: 3,150 shares; 2026Q1: 3,289 shares; 2026Q2: 3,685 shares 3,685$1.82M0.05%+396Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,809 shares; 2024Q4: 3,665 shares; 2025Q1: 3,796 shares; 2025Q2: 4,066 shares; 2025Q3: 3,520 shares; 2025Q4: 3,265 shares; 2026Q1: 3,558 shares; 2026Q2: 3,611 shares 3,611$1.81M0.05%+53Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,096 shares; 2024Q4: 28,834 shares; 2025Q1: 33,041 shares; 2025Q2: 34,165 shares; 2025Q3: 36,920 shares; 2025Q4: 37,217 shares; 2026Q1: 36,954 shares; 2026Q2: 37,866 shares 37,866$1.8M0.05%+912Timeline
ZROZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,990 shares; 2024Q4: 21,186 shares; 2025Q1: 23,184 shares; 2025Q2: 27,416 shares; 2025Q3: 26,297 shares; 2025Q4: 34,382 shares; 2026Q1: 58,830 shares; 2026Q2: 27,916 shares 27,916$1.79M0.05%-30,914Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,614 shares; 2025Q3: 19,795 shares; 2025Q4: 21,386 shares; 2026Q1: 28,344 shares; 2026Q2: 38,094 shares 38,094$1.79M0.05%+9,750Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,423 shares; 2024Q4: 39,205 shares; 2025Q1: 39,223 shares; 2025Q2: 37,744 shares; 2025Q3: 58,608 shares; 2025Q4: 63,972 shares; 2026Q1: 65,083 shares; 2026Q2: 72,728 shares 72,728$1.78M0.05%+7,645Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,148 shares; 2024Q4: 29,717 shares; 2025Q1: 31,121 shares; 2025Q2: 29,612 shares; 2025Q3: 25,929 shares; 2025Q4: 27,201 shares; 2026Q1: 28,351 shares; 2026Q2: 30,233 shares 30,233$1.78M0.05%+1,882Timeline
APIETRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,638 shares; 2025Q1: 34,284 shares; 2025Q2: 45,843 shares; 2025Q3: 40,249 shares; 2025Q4: 40,043 shares; 2026Q1: 45,054 shares; 2026Q2: 45,684 shares 45,684$1.77M0.05%+630Timeline
VRPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,141 shares; 2024Q4: 75,530 shares; 2025Q1: 78,011 shares; 2025Q2: 72,698 shares; 2025Q3: 72,276 shares; 2025Q4: 73,768 shares; 2026Q1: 73,139 shares; 2026Q2: 72,314 shares 72,314$1.76M0.05%-825Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,082 shares; 2024Q4: 19,344 shares; 2025Q1: 19,137 shares; 2025Q2: 17,524 shares; 2025Q3: 17,837 shares; 2025Q4: 19,463 shares; 2026Q1: 19,497 shares; 2026Q2: 19,361 shares 19,361$1.74M0.04%-136Timeline
KNGZFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,376 shares 43,376$1.74M0.04%newTimeline
UFOXETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,853 shares; 2024Q4: 17,553 shares; 2025Q1: 18,053 shares; 2025Q2: 14,153 shares; 2025Q3: 13,153 shares; 2025Q4: 16,366 shares; 2026Q1: 18,216 shares; 2026Q2: 18,216 shares 18,216$1.73M0.04%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,910 shares; 2024Q4: 6,718 shares; 2025Q1: 6,260 shares; 2025Q2: 6,742 shares; 2025Q3: 6,705 shares; 2025Q4: 7,650 shares; 2026Q1: 7,336 shares; 2026Q2: 6,740 shares 6,740$1.72M0.04%-596Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,319 shares; 2024Q4: 2,214 shares; 2025Q1: 2,216 shares; 2025Q2: 2,271 shares; 2025Q3: 2,285 shares; 2025Q4: 2,287 shares; 2026Q1: 2,439 shares; 2026Q2: 2,445 shares 2,445$1.72M0.04%+6Timeline
CGMSCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,392 shares; 2024Q4: 30,792 shares; 2025Q1: 28,919 shares; 2025Q2: 32,957 shares; 2025Q3: 45,173 shares; 2025Q4: 52,489 shares; 2026Q1: 62,146 shares; 2026Q2: 62,851 shares 62,851$1.72M0.04%+705Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,866 shares; 2024Q4: 6,699 shares; 2025Q1: 6,686 shares; 2025Q2: 6,627 shares; 2025Q3: 6,841 shares; 2025Q4: 6,794 shares; 2026Q1: 7,285 shares; 2026Q2: 7,224 shares 7,224$1.72M0.04%-61Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,428 shares; 2024Q4: 11,706 shares; 2025Q1: 12,043 shares; 2025Q2: 13,409 shares; 2025Q3: 14,174 shares; 2025Q4: 12,684 shares; 2026Q1: 12,721 shares; 2026Q2: 13,203 shares 13,203$1.71M0.04%+482Timeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,657 shares; 2024Q4: 114,572 shares; 2025Q1: 124,492 shares; 2025Q2: 129,283 shares; 2025Q3: 134,514 shares; 2025Q4: 140,306 shares; 2026Q1: 138,937 shares; 2026Q2: 133,891 shares 133,891$1.7M0.04%-5,046Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,812 shares; 2024Q4: 61,300 shares; 2025Q1: 64,269 shares; 2025Q2: 59,428 shares; 2025Q3: 60,188 shares; 2025Q4: 59,456 shares; 2026Q1: 87,428 shares; 2026Q2: 91,411 shares 91,411$1.69M0.04%+3,983Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,232 shares; 2024Q4: 2,117 shares; 2025Q1: 2,145 shares; 2025Q2: 2,194 shares; 2025Q3: 1,895 shares; 2025Q4: 1,832 shares; 2026Q1: 3,037 shares; 2026Q2: 3,205 shares 3,205$1.69M0.04%+168Timeline
NOVZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,987 shares; 2025Q4: 44,982 shares; 2026Q1: 43,183 shares; 2026Q2: 35,686 shares 35,686$1.68M0.04%-7,497Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,321 shares; 2024Q4: 30,208 shares; 2025Q1: 31,103 shares; 2025Q2: 30,414 shares; 2025Q3: 33,106 shares; 2025Q4: 58,181 shares; 2026Q1: 58,869 shares; 2026Q2: 16,883 shares 16,883$1.68M0.04%-41,986Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,659 shares; 2024Q4: 24,802 shares; 2025Q1: 23,579 shares; 2025Q2: 22,411 shares; 2025Q3: 21,314 shares; 2025Q4: 21,367 shares; 2026Q1: 21,169 shares; 2026Q2: 19,987 shares 19,987$1.67M0.04%-1,182Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,784 shares; 2024Q4: 6,065 shares; 2025Q1: 6,367 shares; 2025Q2: 6,690 shares; 2025Q3: 9,369 shares; 2025Q4: 10,687 shares; 2026Q1: 10,889 shares; 2026Q2: 13,447 shares 13,447$1.67M0.04%+2,558Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,964 shares; 2024Q4: 8,944 shares; 2025Q1: 10,229 shares; 2025Q2: 16,736 shares; 2025Q3: 16,872 shares; 2025Q4: 20,673 shares; 2026Q1: 28,953 shares; 2026Q2: 28,309 shares 28,309$1.67M0.04%-644Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454 shares; 2024Q4: 779 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 3,468 shares; 2025Q4: 4,609 shares; 2026Q1: 6,839 shares; 2026Q2: 7,248 shares 7,248$1.67M0.04%+409Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,698 shares; 2024Q4: 15,621 shares; 2025Q1: 15,143 shares; 2025Q2: 14,664 shares; 2025Q3: 13,181 shares; 2025Q4: 11,459 shares; 2026Q1: 8,684 shares; 2026Q2: 8,133 shares 8,133$1.67M0.04%-551Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,745 shares; 2024Q4: 12,526 shares; 2025Q1: 12,511 shares; 2025Q2: 13,372 shares; 2025Q3: 15,493 shares; 2025Q4: 17,641 shares; 2026Q1: 17,223 shares; 2026Q2: 16,936 shares 16,936$1.67M0.04%-287Timeline
FTHYFIRST TR HIGH YIELD OPPRT 20Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,631 shares; 2024Q4: 103,279 shares; 2025Q1: 123,045 shares; 2025Q2: 126,984 shares; 2025Q3: 125,452 shares; 2025Q4: 128,421 shares; 2026Q1: 114,510 shares; 2026Q2: 121,486 shares 121,486$1.66M0.04%+6,976Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,017 shares; 2025Q1: 9,364 shares; 2025Q2: 8,407 shares; 2025Q3: 7,676 shares; 2025Q4: 7,937 shares; 2026Q1: 9,200 shares; 2026Q2: 9,775 shares 9,775$1.66M0.04%+575Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,538 shares; 2024Q4: 3,832 shares; 2025Q1: 4,149 shares; 2025Q2: 4,237 shares; 2025Q3: 12,057 shares; 2025Q4: 16,936 shares; 2026Q1: 16,200 shares; 2026Q2: 17,303 shares 17,303$1.66M0.04%+1,103Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,349 shares; 2024Q4: 22,730 shares; 2025Q1: 20,080 shares; 2025Q2: 31,916 shares; 2025Q3: 25,880 shares; 2025Q4: 24,725 shares; 2026Q1: 23,829 shares; 2026Q2: 17,178 shares 17,178$1.66M0.04%-6,651Timeline
SCIOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,250 shares; 2026Q1: 36,200 shares; 2026Q2: 79,720 shares 79,720$1.65M0.04%+43,520Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,027 shares; 2024Q4: 26,445 shares; 2025Q1: 25,533 shares; 2025Q2: 27,015 shares; 2025Q3: 19,605 shares; 2025Q4: 30,834 shares; 2026Q1: 29,121 shares; 2026Q2: 27,539 shares 27,539$1.65M0.04%-1,582Timeline
BUFYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,206 shares; 2025Q4: 55,325 shares; 2026Q1: 59,781 shares; 2026Q2: 70,247 shares 70,247$1.64M0.04%+10,466Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,277 shares; 2024Q4: 5,196 shares; 2025Q1: 5,304 shares; 2025Q2: 5,297 shares; 2025Q3: 14,208 shares; 2025Q4: 19,185 shares; 2026Q1: 19,496 shares; 2026Q2: 21,130 shares 21,130$1.62M0.04%+1,634Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,542 shares; 2024Q4: 8,747 shares; 2025Q1: 8,671 shares; 2025Q2: 8,671 shares; 2025Q3: 8,756 shares; 2025Q4: 10,731 shares; 2026Q1: 14,999 shares; 2026Q2: 15,280 shares 15,280$1.6M0.04%+281Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,947 shares; 2024Q4: 2,906 shares; 2025Q1: 2,866 shares; 2025Q2: 3,298 shares; 2025Q3: 3,792 shares; 2025Q4: 4,099 shares; 2026Q1: 4,252 shares; 2026Q2: 3,978 shares 3,978$1.6M0.04%-274Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,675 shares; 2024Q4: 59,404 shares; 2025Q1: 64,301 shares; 2025Q2: 10,662 shares; 2025Q3: 11,074 shares; 2025Q4: 9,319 shares; 2026Q1: 9,817 shares; 2026Q2: 7,294 shares 7,294$1.6M0.04%-2,523Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,508 shares; 2024Q4: 8,136 shares; 2025Q1: 9,863 shares; 2025Q2: 11,051 shares; 2025Q3: 9,897 shares; 2025Q4: 11,070 shares; 2026Q1: 13,901 shares; 2026Q2: 12,722 shares 12,722$1.58M0.04%-1,179Timeline
MDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,110 shares; 2024Q4: 77,485 shares; 2025Q1: 82,418 shares; 2025Q2: 82,555 shares; 2025Q3: 80,648 shares; 2025Q4: 95,100 shares; 2026Q1: 98,402 shares; 2026Q2: 95,709 shares 95,709$1.58M0.04%-2,693Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,739 shares; 2024Q4: 9,546 shares; 2025Q1: 8,936 shares; 2025Q2: 8,610 shares; 2025Q3: 8,502 shares; 2025Q4: 8,537 shares; 2026Q1: 7,527 shares; 2026Q2: 7,610 shares 7,610$1.57M0.04%+83Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,933 shares; 2024Q4: 8,118 shares; 2025Q1: 8,108 shares; 2025Q2: 5,620 shares; 2025Q3: 6,226 shares; 2025Q4: 8,228 shares; 2026Q1: 12,061 shares; 2026Q2: 14,327 shares 14,327$1.57M0.04%+2,266Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,626 shares; 2024Q4: 15,601 shares; 2025Q1: 16,164 shares; 2025Q2: 18,285 shares; 2025Q3: 16,266 shares; 2025Q4: 17,892 shares; 2026Q1: 16,998 shares; 2026Q2: 16,966 shares 16,966$1.56M0.04%-32Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,193 shares; 2024Q4: 19,622 shares; 2025Q1: 39,199 shares; 2025Q2: 41,428 shares; 2025Q3: 41,457 shares; 2025Q4: 27,797 shares; 2026Q1: 28,387 shares; 2026Q2: 30,061 shares 30,061$1.56M0.04%+1,674Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,023 shares; 2025Q4: 7,699 shares; 2026Q1: 7,518 shares; 2026Q2: 49,039 shares 49,039$1.55M0.04%+41,521Timeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,085 shares; 2025Q2: 25,761 shares; 2025Q3: 26,106 shares; 2025Q4: 26,757 shares; 2026Q1: 27,772 shares; 2026Q2: 29,571 shares 29,571$1.55M0.04%+1,799Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,555 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,098 shares; 2025Q4: 9,355 shares; 2026Q1: 9,953 shares; 2026Q2: 13,060 shares 13,060$1.54M0.04%+3,107Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,726 shares; 2024Q4: 6,803 shares; 2025Q1: 9,071 shares; 2025Q2: 4,590 shares; 2025Q3: 5,935 shares; 2025Q4: 7,782 shares; 2026Q1: 7,881 shares; 2026Q2: 6,776 shares 6,776$1.54M0.04%-1,105Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,906 shares; 2024Q4: 17,723 shares; 2025Q1: 17,420 shares; 2025Q2: 11,759 shares; 2025Q3: 11,720 shares; 2025Q4: 11,747 shares; 2026Q1: 16,722 shares; 2026Q2: 16,554 shares 16,554$1.53M0.04%-168Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,503 shares; 2025Q1: 2,715 shares; 2025Q2: 2,263 shares; 2025Q3: 2,676 shares; 2025Q4: 3,051 shares; 2026Q1: 2,938 shares; 2026Q2: 1,826 shares 1,826$1.53M0.04%-1,112Timeline
ETVEATON VANCE TAX-MANAGED BUY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,267 shares; 2024Q4: 116,468 shares; 2025Q1: 115,266 shares; 2025Q2: 113,023 shares; 2025Q3: 113,123 shares; 2025Q4: 112,278 shares; 2026Q1: 102,557 shares; 2026Q2: 101,844 shares 101,844$1.51M0.04%-713Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,508 shares; 2024Q4: 6,709 shares; 2025Q1: 6,009 shares; 2025Q2: 5,972 shares; 2025Q3: 4,606 shares; 2025Q4: 4,685 shares; 2026Q1: 4,815 shares; 2026Q2: 4,508 shares 4,508$1.5M0.04%-307Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,731 shares; 2024Q4: 2,622 shares; 2025Q1: 2,641 shares; 2025Q2: 3,709 shares; 2025Q3: 7,136 shares; 2025Q4: 12,307 shares; 2026Q1: 13,256 shares; 2026Q2: 12,575 shares 12,575$1.5M0.04%-681Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,217 shares; 2026Q2: 11,844 shares 11,844$1.48M0.04%+7,627Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,227 shares; 2024Q4: 35,127 shares; 2025Q1: 43,189 shares; 2025Q2: 35,127 shares; 2025Q3: 35,127 shares; 2025Q4: 35,127 shares; 2026Q1: 33,677 shares; 2026Q2: 33,429 shares 33,429$1.48M0.04%-248Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,848 shares; 2024Q4: 1,688 shares; 2025Q1: 2,435 shares; 2025Q2: 2,531 shares; 2025Q3: 7,731 shares; 2025Q4: 9,623 shares; 2026Q1: 9,179 shares; 2026Q2: 10,617 shares 10,617$1.48M0.04%+1,438Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,420 shares; 2024Q4: 1,509 shares; 2025Q1: 1,951 shares; 2025Q2: 2,077 shares; 2025Q3: 2,152 shares; 2025Q4: 1,740 shares; 2026Q1: 2,023 shares; 2026Q2: 1,954 shares 1,954$1.48M0.04%-69Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,928 shares; 2024Q4: 4,890 shares; 2025Q1: 4,812 shares; 2025Q2: 5,533 shares; 2025Q3: 5,155 shares; 2025Q4: 5,244 shares; 2026Q1: 4,681 shares; 2026Q2: 4,282 shares 4,282$1.47M0.04%-399Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,482 shares; 2024Q4: 4,448 shares; 2025Q1: 4,523 shares; 2025Q2: 5,099 shares; 2025Q3: 5,167 shares; 2025Q4: 5,533 shares; 2026Q1: 5,595 shares; 2026Q2: 5,288 shares 5,288$1.47M0.04%-307Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,239 shares; 2025Q2: 43,757 shares; 2025Q3: 29,547 shares; 2025Q4: 39,718 shares; 2026Q1: 18,920 shares; 2026Q2: 14,644 shares 14,644$1.47M0.04%-4,276Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 933 shares; 2024Q4: 1,144 shares; 2025Q1: 1,320 shares; 2025Q2: 1,272 shares; 2025Q3: 1,250 shares; 2025Q4: 1,546 shares; 2026Q1: 1,683 shares; 2026Q2: 1,498 shares 1,498$1.47M0.04%-185Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,140 shares; 2024Q4: 18,303 shares; 2025Q1: 18,728 shares; 2025Q2: 15,168 shares; 2025Q3: 14,979 shares; 2025Q4: 14,160 shares; 2026Q1: 13,728 shares; 2026Q2: 14,155 shares 14,155$1.46M0.04%+427Timeline
PDOPIMCO DYNAMIC INCOME OPRNTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,782 shares; 2024Q4: 82,699 shares; 2025Q1: 92,299 shares; 2025Q2: 97,168 shares; 2025Q3: 103,891 shares; 2025Q4: 98,845 shares; 2026Q1: 99,325 shares; 2026Q2: 110,368 shares 110,368$1.46M0.04%+11,043Timeline
UTGREAVES UTIL INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,029 shares; 2024Q4: 29,867 shares; 2025Q1: 33,285 shares; 2025Q2: 36,009 shares; 2025Q3: 35,221 shares; 2025Q4: 37,394 shares; 2026Q1: 37,425 shares; 2026Q2: 35,813 shares 35,813$1.46M0.04%-1,612Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,249 shares; 2024Q4: 11,801 shares; 2025Q1: 12,250 shares; 2025Q2: 11,666 shares; 2025Q3: 7,647 shares; 2025Q4: 6,793 shares; 2026Q1: 5,787 shares; 2026Q2: 5,750 shares 5,750$1.45M0.04%-37Timeline
CCLCARNIVAL CORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,770 shares 50,770$1.45M0.04%newTimeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,079 shares; 2024Q4: 1,996 shares; 2025Q1: 2,165 shares; 2025Q2: 2,039 shares; 2025Q3: 3,342 shares; 2025Q4: 3,976 shares; 2026Q1: 5,242 shares; 2026Q2: 5,549 shares 5,549$1.45M0.04%+307Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,552 shares; 2024Q4: 5,905 shares; 2025Q1: 8,795 shares; 2025Q2: 9,157 shares; 2025Q3: 12,438 shares; 2025Q4: 13,281 shares; 2026Q1: 14,179 shares; 2026Q2: 15,315 shares 15,315$1.45M0.04%+1,136Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,149 shares; 2024Q4: 7,465 shares; 2025Q1: 5,526 shares; 2025Q2: 5,511 shares; 2025Q3: 6,391 shares; 2025Q4: 12,109 shares; 2026Q1: 11,797 shares; 2026Q2: 15,222 shares 15,222$1.45M0.04%+3,425Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,140 shares; 2024Q4: 11,433 shares; 2025Q1: 12,608 shares; 2025Q2: 10,285 shares; 2025Q3: 9,497 shares; 2025Q4: 10,092 shares; 2026Q1: 10,772 shares; 2026Q2: 10,605 shares 10,605$1.44M0.04%-167Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,239 shares; 2024Q4: 10,302 shares; 2025Q1: 8,390 shares; 2025Q2: 11,524 shares; 2025Q3: 6,648 shares; 2025Q4: 10,942 shares; 2026Q1: 11,098 shares; 2026Q2: 8,741 shares 8,741$1.44M0.04%-2,357Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,425 shares; 2024Q4: 23,930 shares; 2025Q1: 16,238 shares; 2025Q2: 15,232 shares; 2025Q3: 16,467 shares; 2025Q4: 21,251 shares; 2026Q1: 23,823 shares; 2026Q2: 19,367 shares 19,367$1.42M0.04%-4,456Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,490 shares; 2024Q4: 15,241 shares; 2025Q1: 15,417 shares; 2025Q2: 16,288 shares; 2025Q3: 14,518 shares; 2025Q4: 14,039 shares; 2026Q1: 9,873 shares; 2026Q2: 9,231 shares 9,231$1.42M0.04%-642Timeline
BRHYBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,806 shares; 2025Q3: 20,109 shares; 2025Q4: 20,963 shares; 2026Q1: 23,683 shares; 2026Q2: 27,763 shares 27,763$1.42M0.04%+4,080Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,842 shares; 2024Q4: 23,651 shares; 2025Q1: 32,385 shares; 2025Q2: 30,549 shares; 2025Q3: 25,537 shares; 2025Q4: 24,694 shares; 2026Q1: 21,737 shares; 2026Q2: 27,987 shares 27,987$1.41M0.04%+6,250Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,918 shares; 2024Q4: 10,526 shares; 2025Q1: 14,515 shares; 2025Q2: 16,353 shares; 2025Q3: 23,577 shares; 2025Q4: 23,639 shares; 2026Q1: 24,178 shares; 2026Q2: 30,478 shares 30,478$1.41M0.04%+6,300Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,230 shares; 2024Q4: 25,483 shares; 2025Q1: 24,359 shares; 2025Q2: 23,421 shares; 2025Q3: 24,376 shares; 2025Q4: 17,650 shares; 2026Q1: 17,988 shares; 2026Q2: 18,209 shares 18,209$1.4M0.04%+221Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,133 shares; 2024Q4: 8,538 shares; 2025Q1: 7,208 shares; 2025Q2: 5,859 shares; 2025Q3: 5,941 shares; 2025Q4: 5,688 shares; 2026Q1: 4,732 shares; 2026Q2: 4,957 shares 4,957$1.4M0.04%+225Timeline
MUCBLACKROCK MUNIHLDNGS CALIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,061 shares; 2024Q4: 47,900 shares; 2025Q1: 57,115 shares; 2025Q2: 61,439 shares; 2025Q3: 65,866 shares; 2025Q4: 74,857 shares; 2026Q1: 120,432 shares; 2026Q2: 126,730 shares 126,730$1.39M0.04%+6,298Timeline
NACNUVEEN CA DIVI ADV MUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,376 shares; 2024Q4: 140,233 shares; 2025Q1: 84,019 shares; 2025Q2: 86,319 shares; 2025Q3: 92,369 shares; 2025Q4: 97,605 shares; 2026Q1: 123,219 shares; 2026Q2: 114,662 shares 114,662$1.39M0.04%-8,557Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,816 shares; 2024Q4: 3,252 shares; 2025Q1: 4,435 shares; 2025Q2: 4,241 shares; 2025Q3: 4,018 shares; 2025Q4: 3,535 shares; 2026Q1: 3,341 shares; 2026Q2: 3,519 shares 3,519$1.39M0.04%+178Timeline
CGDGCAPITAL GROUP DIVIDEND GROWEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,934 shares; 2024Q4: 31,204 shares; 2025Q1: 45,634 shares; 2025Q2: 26,696 shares; 2025Q3: 33,006 shares; 2025Q4: 37,456 shares; 2026Q1: 36,987 shares; 2026Q2: 36,993 shares 36,993$1.39M0.04%+6Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,964 shares; 2026Q2: 7,267 shares 7,267$1.38M0.04%+303Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,198 shares; 2024Q4: 3,826 shares; 2025Q1: 4,062 shares; 2025Q2: 3,833 shares; 2025Q3: 3,885 shares; 2025Q4: 4,439 shares; 2026Q1: 4,615 shares; 2026Q2: 5,069 shares 5,069$1.36M0.04%+454Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,290 shares; 2026Q2: 22,901 shares 22,901$1.36M0.04%+16,611Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,675 shares; 2024Q4: 22,925 shares; 2025Q1: 21,368 shares; 2025Q2: 20,983 shares; 2025Q3: 21,365 shares; 2025Q4: 21,306 shares; 2026Q1: 21,187 shares; 2026Q2: 8,270 shares 8,270$1.35M0.03%-12,917Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,275 shares; 2025Q3: 2,638 shares; 2025Q4: 2,764 shares; 2026Q1: 3,356 shares; 2026Q2: 4,396 shares 4,396$1.35M0.03%+1,040Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,681 shares; 2024Q4: 6,149 shares; 2025Q1: 4,554 shares; 2025Q2: 5,349 shares; 2025Q3: 6,259 shares; 2025Q4: 6,664 shares; 2026Q1: 6,748 shares; 2026Q2: 7,607 shares 7,607$1.33M0.03%+859Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,449 shares; 2024Q4: 72,707 shares; 2025Q1: 70,720 shares; 2025Q2: 52,193 shares; 2025Q3: 32,941 shares; 2025Q4: 31,399 shares; 2026Q1: 28,539 shares; 2026Q2: 26,369 shares 26,369$1.33M0.03%-2,170Timeline
RFMZRIVERNORTH FLEXIBLE MUNI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,105 shares; 2024Q4: 112,420 shares; 2025Q1: 112,694 shares; 2025Q2: 88,337 shares; 2025Q3: 88,688 shares; 2025Q4: 86,943 shares; 2026Q1: 78,646 shares; 2026Q2: 97,281 shares 97,281$1.33M0.03%+18,635Timeline
REGLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,834 shares; 2024Q4: 13,770 shares; 2025Q1: 13,914 shares; 2025Q2: 14,797 shares; 2025Q3: 16,228 shares; 2025Q4: 15,390 shares; 2026Q1: 14,925 shares; 2026Q2: 14,457 shares 14,457$1.32M0.03%-468Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,530 shares; 2024Q4: 7,624 shares; 2025Q1: 7,491 shares; 2025Q2: 8,654 shares; 2025Q3: 9,797 shares; 2025Q4: 10,761 shares; 2026Q1: 12,351 shares; 2026Q2: 13,856 shares 13,856$1.32M0.03%+1,505Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,652 shares; 2024Q4: 2,325 shares; 2025Q1: 2,035 shares; 2025Q2: 2,651 shares; 2025Q3: 4,292 shares; 2025Q4: 4,514 shares; 2026Q1: 5,205 shares; 2026Q2: 6,374 shares 6,374$1.31M0.03%+1,169Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,789 shares; 2024Q4: 10,876 shares; 2025Q1: 11,242 shares; 2025Q2: 11,402 shares; 2025Q3: 11,592 shares; 2025Q4: 11,597 shares; 2026Q1: 11,618 shares; 2026Q2: 11,526 shares 11,526$1.3M0.03%-92Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,091 shares; 2024Q4: 145,569 shares; 2025Q1: 149,037 shares; 2025Q2: 148,917 shares; 2025Q3: 129,363 shares; 2025Q4: 112,281 shares; 2026Q1: 68,812 shares; 2026Q2: 67,436 shares 67,436$1.3M0.03%-1,376Timeline
TLTWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,626 shares; 2024Q4: 28,051 shares; 2025Q1: 33,721 shares; 2025Q2: 51,843 shares; 2025Q3: 51,843 shares; 2025Q4: 53,129 shares; 2026Q1: 50,955 shares; 2026Q2: 57,832 shares 57,832$1.29M0.03%+6,877Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,776 shares; 2024Q4: 31,373 shares; 2025Q1: 20,593 shares; 2025Q2: 16,950 shares; 2025Q3: 13,913 shares; 2025Q4: 13,556 shares; 2026Q1: 13,423 shares; 2026Q2: 12,405 shares 12,405$1.29M0.03%-1,018Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 729 shares; 2025Q1: 969 shares; 2025Q2: 2,797 shares; 2025Q3: 2,363 shares; 2025Q4: 2,984 shares; 2026Q1: 2,940 shares; 2026Q2: 2,495 shares 2,495$1.28M0.03%-445Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,224 shares; 2025Q2: 8,968 shares; 2025Q3: 12,018 shares; 2025Q4: 16,148 shares; 2026Q1: 19,524 shares; 2026Q2: 14,501 shares 14,501$1.28M0.03%-5,023Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: 4,859 shares; 2025Q2: 5,052 shares; 2025Q3: 5,064 shares; 2025Q4: 5,009 shares; 2026Q1: 5,249 shares; 2026Q2: 5,400 shares 5,400$1.28M0.03%+151Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,717 shares; 2024Q4: 6,747 shares; 2025Q1: 6,696 shares; 2025Q2: 7,159 shares; 2025Q3: 6,854 shares; 2025Q4: 6,828 shares; 2026Q1: 6,576 shares; 2026Q2: 6,004 shares 6,004$1.28M0.03%-572Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,154 shares; 2024Q4: 75,777 shares; 2025Q1: 71,825 shares; 2025Q2: 76,551 shares; 2025Q3: 65,705 shares; 2025Q4: 63,312 shares; 2026Q1: 73,177 shares; 2026Q2: 75,428 shares 75,428$1.26M0.03%+2,251Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,092 shares; 2024Q4: 11,092 shares; 2025Q1: 11,092 shares; 2025Q2: 11,617 shares; 2025Q3: 11,541 shares; 2025Q4: 12,208 shares; 2026Q1: 12,980 shares; 2026Q2: 13,002 shares 13,002$1.25M0.03%+22Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,890 shares; 2024Q4: 5,826 shares; 2025Q1: 5,406 shares; 2025Q2: 5,524 shares; 2025Q3: 4,859 shares; 2025Q4: 5,102 shares; 2026Q1: 5,069 shares; 2026Q2: 5,142 shares 5,142$1.25M0.03%+73Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,063 shares; 2024Q4: 13,014 shares; 2025Q1: 12,941 shares; 2025Q2: 8,455 shares; 2025Q3: 14,009 shares; 2025Q4: 13,699 shares; 2026Q1: 13,698 shares; 2026Q2: 13,175 shares 13,175$1.25M0.03%-523Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,257 shares; 2024Q4: 17,808 shares; 2025Q1: 16,934 shares; 2025Q2: 16,203 shares; 2025Q3: 16,082 shares; 2025Q4: 14,090 shares; 2026Q1: 13,559 shares; 2026Q2: 13,746 shares 13,746$1.24M0.03%+187Timeline
EDFVIRTUS STONE HBR EMRG MKTS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,972 shares; 2024Q4: 220,394 shares; 2025Q1: 229,053 shares; 2025Q2: 208,839 shares; 2025Q3: 221,942 shares; 2025Q4: 230,442 shares; 2026Q1: 204,483 shares; 2026Q2: 222,779 shares 222,779$1.24M0.03%+18,296Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,068 shares; 2024Q4: 7,732 shares; 2025Q1: 9,039 shares; 2025Q2: 8,442 shares; 2025Q3: 9,004 shares; 2025Q4: 9,312 shares; 2026Q1: 9,225 shares; 2026Q2: 9,354 shares 9,354$1.24M0.03%+129Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,524 shares; 2024Q4: 5,619 shares; 2025Q1: 5,531 shares; 2025Q2: 4,620 shares; 2025Q3: 4,895 shares; 2025Q4: 5,245 shares; 2026Q1: 6,572 shares; 2026Q2: 6,189 shares 6,189$1.24M0.03%-383Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,768 shares; 2024Q4: 8,077 shares; 2025Q1: 9,818 shares; 2025Q2: 10,152 shares; 2025Q3: 8,146 shares; 2025Q4: 8,766 shares; 2026Q1: 8,581 shares; 2026Q2: 8,395 shares 8,395$1.23M0.03%-186Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,715 shares; 2024Q4: 3,758 shares; 2025Q1: 4,368 shares; 2025Q2: 4,149 shares; 2025Q3: 4,522 shares; 2025Q4: 4,963 shares; 2026Q1: 4,961 shares; 2026Q2: 4,712 shares 4,712$1.23M0.03%-249Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,440 shares; 2024Q4: 49,739 shares; 2025Q1: 63,734 shares; 2025Q2: 47,993 shares; 2025Q3: 50,193 shares; 2025Q4: 51,193 shares; 2026Q1: 51,243 shares; 2026Q2: 52,178 shares 52,178$1.22M0.03%+935Timeline
WTVWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,807 shares; 2025Q4: 10,408 shares; 2026Q1: 10,925 shares; 2026Q2: 12,014 shares 12,014$1.22M0.03%+1,089Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,097 shares; 2026Q2: 16,724 shares 16,724$1.22M0.03%+5,627Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,790 shares; 2024Q4: 6,801 shares; 2025Q1: 7,270 shares; 2025Q2: 7,084 shares; 2025Q3: 7,516 shares; 2025Q4: 6,573 shares; 2026Q1: 3,867 shares; 2026Q2: 4,330 shares 4,330$1.19M0.03%+463Timeline
SYFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,234 shares; 2026Q1: 33,550 shares; 2026Q2: 32,992 shares 32,992$1.18M0.03%-558Timeline
MORTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,989 shares; 2024Q4: 93,569 shares; 2025Q1: 101,457 shares; 2025Q2: 107,390 shares; 2025Q3: 108,390 shares; 2025Q4: 111,390 shares; 2026Q1: 108,936 shares; 2026Q2: 113,505 shares 113,505$1.18M0.03%+4,569Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,608 shares; 2025Q1: 7,878 shares; 2025Q2: 8,005 shares; 2025Q3: 19,324 shares; 2025Q4: 19,222 shares; 2026Q1: 18,683 shares; 2026Q2: 20,854 shares 20,854$1.18M0.03%+2,171Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,820 shares; 2024Q4: 2,945 shares; 2025Q1: 3,022 shares; 2025Q2: 4,023 shares; 2025Q3: 2,091 shares; 2025Q4: 1,754 shares; 2026Q1: 3,715 shares; 2026Q2: 3,488 shares 3,488$1.17M0.03%-227Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,693 shares; 2025Q4: 40,223 shares; 2026Q1: 32,009 shares; 2026Q2: 22,166 shares 22,166$1.17M0.03%-9,843Timeline
IRENIREN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,740 shares; 2025Q4: 23,234 shares; 2026Q1: 24,545 shares; 2026Q2: 25,491 shares 25,491$1.17M0.03%+946Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,632 shares; 2024Q4: 9,702 shares; 2025Q1: 8,502 shares; 2025Q2: 7,967 shares; 2025Q3: 8,512 shares; 2025Q4: 8,912 shares; 2026Q1: 9,001 shares; 2026Q2: 9,591 shares 9,591$1.17M0.03%+590Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,261 shares; 2025Q1: 1,316 shares; 2025Q2: 1,379 shares; 2025Q3: 1,779 shares; 2025Q4: 2,400 shares; 2026Q1: 2,872 shares; 2026Q2: 3,012 shares 3,012$1.16M0.03%+140Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,089 shares; 2024Q4: 4,857 shares; 2025Q1: 5,210 shares; 2025Q2: 5,095 shares; 2025Q3: 4,767 shares; 2025Q4: 4,553 shares; 2026Q1: 4,430 shares; 2026Q2: 3,636 shares 3,636$1.15M0.03%-794Timeline
PTACOHEN & STEERS TAX ADVAN PFDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,633 shares; 2024Q4: 58,877 shares; 2025Q1: 49,314 shares; 2025Q2: 52,584 shares; 2025Q3: 55,810 shares; 2025Q4: 56,395 shares; 2026Q1: 65,591 shares; 2026Q2: 59,844 shares 59,844$1.15M0.03%-5,747Timeline
DLYDOUBLELINE YIELD OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,728 shares; 2024Q4: 98,195 shares; 2025Q1: 111,508 shares; 2025Q2: 120,468 shares; 2025Q3: 127,226 shares; 2025Q4: 112,068 shares; 2026Q1: 87,173 shares; 2026Q2: 81,525 shares 81,525$1.15M0.03%-5,648Timeline
DSLDOUBLELINE INCOME SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,596 shares; 2024Q4: 72,945 shares; 2025Q1: 74,364 shares; 2025Q2: 72,385 shares; 2025Q3: 74,847 shares; 2025Q4: 80,051 shares; 2026Q1: 91,446 shares; 2026Q2: 102,607 shares 102,607$1.14M0.03%+11,161Timeline
ALMUAELUMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,425 shares 51,425$1.14M0.03%newTimeline
GABGABELLI EQUITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,724 shares; 2024Q4: 116,791 shares; 2025Q1: 121,478 shares; 2025Q2: 113,984 shares; 2025Q3: 116,629 shares; 2025Q4: 165,973 shares; 2026Q1: 190,532 shares; 2026Q2: 200,329 shares 200,329$1.13M0.03%+9,797Timeline
GBABGUGGENHEIM TAXABLE MUNICP BOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,564 shares; 2024Q4: 68,357 shares; 2025Q1: 70,548 shares; 2025Q2: 72,785 shares; 2025Q3: 75,972 shares; 2025Q4: 75,663 shares; 2026Q1: 70,851 shares; 2026Q2: 77,972 shares 77,972$1.13M0.03%+7,121Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,928 shares; 2024Q4: 22,621 shares; 2025Q1: 21,787 shares; 2025Q2: 19,744 shares; 2025Q3: 18,925 shares; 2025Q4: 23,006 shares; 2026Q1: 23,296 shares; 2026Q2: 24,594 shares 24,594$1.12M0.03%+1,298Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,724 shares; 2024Q4: 5,566 shares; 2025Q1: 6,379 shares; 2025Q2: 7,319 shares; 2025Q3: 7,157 shares; 2025Q4: 6,803 shares; 2026Q1: 7,156 shares; 2026Q2: 6,674 shares 6,674$1.12M0.03%-482Timeline
LMUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,851 shares; 2026Q2: 21,851 shares 21,851$1.12M0.03%0Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,512 shares; 2024Q4: 10,220 shares; 2025Q1: 10,309 shares; 2025Q2: 12,012 shares; 2025Q3: 12,926 shares; 2025Q4: 13,131 shares; 2026Q1: 12,604 shares; 2026Q2: 12,438 shares 12,438$1.12M0.03%-166Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,288 shares; 2024Q4: 7,574 shares; 2025Q1: 7,434 shares; 2025Q2: 7,352 shares; 2025Q3: 6,855 shares; 2025Q4: 6,528 shares; 2026Q1: 7,580 shares; 2026Q2: 7,566 shares 7,566$1.1M0.03%-14Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,422 shares; 2024Q4: 11,331 shares; 2025Q1: 11,151 shares; 2025Q2: 10,262 shares; 2025Q3: 11,199 shares; 2025Q4: 10,050 shares; 2026Q1: 9,269 shares; 2026Q2: 8,268 shares 8,268$1.09M0.03%-1,001Timeline
SMDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,086 shares; 2024Q4: 14,810 shares; 2025Q1: 14,866 shares; 2025Q2: 14,370 shares; 2025Q3: 13,928 shares; 2025Q4: 13,941 shares; 2026Q1: 14,341 shares; 2026Q2: 14,191 shares 14,191$1.09M0.03%-150Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,923 shares; 2024Q4: 34,313 shares; 2025Q1: 42,444 shares; 2025Q2: 46,850 shares; 2025Q3: 47,245 shares; 2025Q4: 45,433 shares; 2026Q1: 89,226 shares; 2026Q2: 100,451 shares 100,451$1.09M0.03%+11,225Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,264 shares; 2024Q4: 1,134 shares; 2025Q1: 1,436 shares; 2025Q2: 1,518 shares; 2025Q3: 1,248 shares; 2025Q4: 1,525 shares; 2026Q1: 1,710 shares; 2026Q2: 1,526 shares 1,526$1.09M0.03%-184Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,727 shares; 2024Q4: 18,668 shares; 2025Q1: 18,020 shares; 2025Q2: 18,634 shares; 2025Q3: 18,840 shares; 2025Q4: 19,297 shares; 2026Q1: 19,172 shares; 2026Q2: 19,811 shares 19,811$1.08M0.03%+639Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,509 shares; 2024Q4: 7,240 shares; 2025Q1: 7,133 shares; 2025Q2: 6,818 shares; 2025Q3: 4,760 shares; 2025Q4: 4,276 shares; 2026Q1: 4,559 shares; 2026Q2: 4,159 shares 4,159$1.08M0.03%-400Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,809 shares; 2024Q4: 16,875 shares; 2025Q1: 16,172 shares; 2025Q2: 17,014 shares; 2025Q3: 16,072 shares; 2025Q4: 16,750 shares; 2026Q1: 16,876 shares; 2026Q2: 15,326 shares 15,326$1.08M0.03%-1,550Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,125 shares; 2024Q4: 18,111 shares; 2025Q1: 17,067 shares; 2025Q2: 15,995 shares; 2025Q3: 13,114 shares; 2025Q4: 14,658 shares; 2026Q1: 12,913 shares; 2026Q2: 13,938 shares 13,938$1.08M0.03%+1,025Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,175 shares; 2024Q4: 2,800 shares; 2025Q1: 3,669 shares; 2025Q2: 3,717 shares; 2025Q3: 2,724 shares; 2025Q4: 5,507 shares; 2026Q1: 5,355 shares; 2026Q2: 4,221 shares 4,221$1.07M0.03%-1,134Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,103 shares; 2024Q4: 15,893 shares; 2025Q1: 15,523 shares; 2025Q2: 10,633 shares; 2025Q3: 10,984 shares; 2025Q4: 11,279 shares; 2026Q1: 10,247 shares; 2026Q2: 9,840 shares 9,840$1.07M0.03%-407Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,643 shares; 2024Q4: 7,807 shares; 2025Q1: 12,718 shares; 2025Q2: 10,478 shares; 2025Q3: 9,729 shares; 2025Q4: 20,404 shares; 2026Q1: 19,896 shares; 2026Q2: 23,706 shares 23,706$1.06M0.03%+3,810Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,642 shares; 2024Q4: 2,683 shares; 2025Q1: 2,741 shares; 2025Q2: 3,401 shares; 2025Q3: 3,553 shares; 2025Q4: 3,664 shares; 2026Q1: 3,637 shares; 2026Q2: 3,474 shares 3,474$1.05M0.03%-163Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,213 shares; 2024Q4: 6,918 shares; 2025Q1: 4,946 shares; 2025Q2: 15,383 shares; 2025Q3: 12,801 shares; 2025Q4: 13,556 shares; 2026Q1: 13,235 shares; 2026Q2: 10,934 shares 10,934$1.04M0.03%-2,301Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,530 shares; 2025Q2: 5,889 shares; 2025Q3: 6,397 shares; 2025Q4: 7,166 shares; 2026Q1: 7,714 shares; 2026Q2: 9,086 shares 9,086$1.04M0.03%+1,372Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,044 shares; 2024Q4: 9,723 shares; 2025Q1: 9,741 shares; 2025Q2: 11,570 shares; 2025Q3: 12,976 shares; 2025Q4: 12,836 shares; 2026Q1: 13,021 shares; 2026Q2: 12,806 shares 12,806$1.04M0.03%-215Timeline
PMTPENNYMAC MTG INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,975 shares; 2024Q4: 76,125 shares; 2025Q1: 89,395 shares; 2025Q2: 85,000 shares; 2025Q3: 89,185 shares; 2025Q4: 90,310 shares; 2026Q1: 90,590 shares; 2026Q2: 92,059 shares 92,059$1.04M0.03%+1,469Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,534 shares; 2024Q4: 6,563 shares; 2025Q1: 11,706 shares; 2025Q2: 11,954 shares; 2025Q3: 11,604 shares; 2025Q4: 10,611 shares; 2026Q1: 9,381 shares; 2026Q2: 8,299 shares 8,299$1.03M0.03%-1,082Timeline
NASATEMA ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,958 shares 33,958$1.03M0.03%newTimeline
NJRNEW JERSEY RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,885 shares; 2024Q4: 15,002 shares; 2025Q1: 14,933 shares; 2025Q2: 17,179 shares; 2025Q3: 18,067 shares; 2025Q4: 18,818 shares; 2026Q1: 18,940 shares; 2026Q2: 18,371 shares 18,371$1.03M0.03%-569Timeline
THWABRDN WORLD HEALTHCARE FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,389 shares; 2024Q4: not reported; 2025Q1: 14,559 shares; 2025Q2: 20,684 shares; 2025Q3: 71,384 shares; 2025Q4: 74,249 shares; 2026Q1: 77,639 shares; 2026Q2: 76,764 shares 76,764$1.03M0.03%-875Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,579 shares; 2024Q4: 2,573 shares; 2025Q1: 2,493 shares; 2025Q2: 2,582 shares; 2025Q3: 2,750 shares; 2025Q4: 2,810 shares; 2026Q1: 2,644 shares; 2026Q2: 2,755 shares 2,755$1.03M0.03%+111Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,745 shares; 2024Q4: 8,673 shares; 2025Q1: 10,503 shares; 2025Q2: 10,187 shares; 2025Q3: 10,932 shares; 2025Q4: 12,085 shares; 2026Q1: 11,921 shares; 2026Q2: 11,658 shares 11,658$1.01M0.03%-263Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,572 shares; 2024Q4: 23,938 shares; 2025Q1: 24,117 shares; 2025Q2: 21,868 shares; 2025Q3: 29,955 shares; 2025Q4: 34,843 shares; 2026Q1: 33,778 shares; 2026Q2: 46,103 shares 46,103$1.01M0.03%+12,325Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,449 shares; 2024Q4: 13,337 shares; 2025Q1: 16,190 shares; 2025Q2: 13,978 shares; 2025Q3: 30,726 shares; 2025Q4: 21,132 shares; 2026Q1: 24,668 shares; 2026Q2: 20,885 shares 20,885$1.01M0.03%-3,783Timeline
CSMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,157 shares; 2024Q4: 17,941 shares; 2025Q1: 18,013 shares; 2025Q2: 16,050 shares; 2025Q3: 12,561 shares; 2025Q4: 12,563 shares; 2026Q1: 12,786 shares; 2026Q2: 11,848 shares 11,848$1.01M0.03%-938Timeline
GVIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,570 shares; 2024Q4: 11,570 shares; 2025Q1: 7,802 shares; 2025Q2: 7,831 shares; 2025Q3: 9,092 shares; 2025Q4: 9,159 shares; 2026Q1: 9,398 shares; 2026Q2: 9,507 shares 9,507$1.01M0.03%+109Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,968 shares; 2024Q4: 7,925 shares; 2025Q1: 7,833 shares; 2025Q2: 7,959 shares; 2025Q3: 9,621 shares; 2025Q4: 10,439 shares; 2026Q1: 10,524 shares; 2026Q2: 10,528 shares 10,528$1.01M0.03%+4Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,390 shares; 2024Q4: 4,681 shares; 2025Q1: 4,830 shares; 2025Q2: 4,709 shares; 2025Q3: 4,633 shares; 2025Q4: 4,318 shares; 2026Q1: 4,066 shares; 2026Q2: 4,088 shares 4,088$1.01M0.03%+22Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,352 shares; 2024Q4: 4,225 shares; 2025Q1: 4,565 shares; 2025Q2: 4,791 shares; 2025Q3: 5,323 shares; 2025Q4: 5,317 shares; 2026Q1: 5,372 shares; 2026Q2: 4,492 shares 4,492$1M0.03%-880Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,014 shares; 2024Q4: 13,011 shares; 2025Q1: 13,168 shares; 2025Q2: 13,210 shares; 2025Q3: 13,537 shares; 2025Q4: 13,589 shares; 2026Q1: 13,588 shares; 2026Q2: 14,903 shares 14,903$1M0.03%+1,315Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,843 shares; 2024Q4: 8,318 shares; 2025Q1: 8,026 shares; 2025Q2: 8,307 shares; 2025Q3: 8,635 shares; 2025Q4: 8,843 shares; 2026Q1: 9,086 shares; 2026Q2: 8,816 shares 8,816$1M0.03%-270Timeline
ACYSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,671 shares 48,671$1M0.03%newTimeline
XNCMXNUVEEN CALIF AMT FREE MUNI IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,063 shares; 2024Q4: 97,562 shares; 2025Q1: 57,184 shares; 2025Q2: 57,286 shares; 2025Q3: 66,074 shares; 2025Q4: 60,797 shares; 2026Q1: 76,929 shares; 2026Q2: 79,581 shares 79,581$997K0.03%+2,652Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,435 shares; 2024Q4: 22,031 shares; 2025Q1: 22,188 shares; 2025Q2: 22,402 shares; 2025Q3: 22,466 shares; 2025Q4: 22,466 shares; 2026Q1: 24,902 shares; 2026Q2: 24,579 shares 24,579$996K0.03%-323Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,634 shares; 2024Q4: 12,576 shares; 2025Q1: 11,933 shares; 2025Q2: 11,804 shares; 2025Q3: 8,460 shares; 2025Q4: 10,178 shares; 2026Q1: 10,942 shares; 2026Q2: 10,945 shares 10,945$994K0.03%+3Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,709 shares; 2024Q4: 5,380 shares; 2025Q1: not reported; 2025Q2: 4,167 shares; 2025Q3: 5,568 shares; 2025Q4: 11,185 shares; 2026Q1: 12,583 shares; 2026Q2: 14,417 shares 14,417$986K0.03%+1,834Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,451 shares; 2024Q4: 32,118 shares; 2025Q1: 32,771 shares; 2025Q2: 23,543 shares; 2025Q3: 23,419 shares; 2025Q4: 21,673 shares; 2026Q1: 28,365 shares; 2026Q2: 21,158 shares 21,158$984K0.03%-7,207Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,035 shares; 2024Q4: 10,281 shares; 2025Q1: 10,100 shares; 2025Q2: 9,518 shares; 2025Q3: 8,727 shares; 2025Q4: 12,089 shares; 2026Q1: 11,913 shares; 2026Q2: 9,928 shares 9,928$983K0.03%-1,985Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,997 shares; 2024Q4: 40,363 shares; 2025Q1: 49,510 shares; 2025Q2: 49,149 shares; 2025Q3: 39,872 shares; 2025Q4: 17,463 shares; 2026Q1: 17,096 shares; 2026Q2: 28,910 shares 28,910$983K0.03%+11,814Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,718 shares; 2026Q2: 16,612 shares 16,612$981K0.03%-2,106Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,129 shares; 2024Q4: 1,061 shares; 2025Q1: 1,110 shares; 2025Q2: 1,102 shares; 2025Q3: 997 shares; 2025Q4: 1,526 shares; 2026Q1: 1,657 shares; 2026Q2: 2,607 shares 2,607$978K0.03%+950Timeline
WLDNWILLDAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,850 shares; 2024Q4: 6,850 shares; 2025Q1: 9,380 shares; 2025Q2: 6,330 shares; 2025Q3: 5,750 shares; 2025Q4: 5,350 shares; 2026Q1: 6,065 shares; 2026Q2: 12,362 shares 12,362$978K0.03%+6,297Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,943 shares; 2024Q4: 11,679 shares; 2025Q1: 10,997 shares; 2025Q2: 11,864 shares; 2025Q3: 12,142 shares; 2025Q4: 12,802 shares; 2026Q1: 13,449 shares; 2026Q2: 15,181 shares 15,181$974K0.03%+1,732Timeline
USALIBERTY ALL STAR EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,371 shares; 2024Q4: 109,619 shares; 2025Q1: 107,833 shares; 2025Q2: 104,821 shares; 2025Q3: 109,412 shares; 2025Q4: 143,063 shares; 2026Q1: 151,109 shares; 2026Q2: 167,727 shares 167,727$974K0.03%+16,618Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,176 shares; 2024Q4: 2,564 shares; 2025Q1: 2,427 shares; 2025Q2: 2,397 shares; 2025Q3: 2,157 shares; 2025Q4: 2,525 shares; 2026Q1: 2,533 shares; 2026Q2: 2,935 shares 2,935$969K0.03%+402Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,720 shares; 2024Q4: 7,986 shares; 2025Q1: 8,091 shares; 2025Q2: 9,796 shares; 2025Q3: 9,751 shares; 2025Q4: 10,268 shares; 2026Q1: 10,113 shares; 2026Q2: 9,924 shares 9,924$967K0.02%-189Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,298 shares; 2024Q4: 2,070 shares; 2025Q1: 1,866 shares; 2025Q2: 1,826 shares; 2025Q3: 3,880 shares; 2025Q4: 5,808 shares; 2026Q1: 6,275 shares; 2026Q2: 7,828 shares 7,828$964K0.02%+1,553Timeline
ELMSERIES PORTFOLIOS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,030 shares; 2026Q2: 32,565 shares 32,565$954K0.02%+6,535Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,135 shares; 2025Q3: 11,036 shares; 2025Q4: 20,162 shares; 2026Q1: 21,184 shares; 2026Q2: 23,414 shares 23,414$952K0.02%+2,230Timeline
RWTREDWOOD TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,058 shares; 2024Q4: 258,558 shares; 2025Q1: 257,988 shares; 2025Q2: 252,708 shares; 2025Q3: 252,808 shares; 2025Q4: 215,118 shares; 2026Q1: 204,188 shares; 2026Q2: 200,538 shares 200,538$951K0.02%-3,650Timeline
ARKXARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,755 shares; 2025Q4: 23,910 shares; 2026Q1: 26,040 shares; 2026Q2: 27,810 shares 27,810$949K0.02%+1,770Timeline
GPIXGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,222 shares; 2025Q2: 6,781 shares; 2025Q3: 7,351 shares; 2025Q4: 8,466 shares; 2026Q1: 12,119 shares; 2026Q2: 17,049 shares 17,049$947K0.02%+4,930Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,860 shares; 2024Q4: 5,444 shares; 2025Q1: 9,692 shares; 2025Q2: 15,044 shares; 2025Q3: 15,539 shares; 2025Q4: 21,221 shares; 2026Q1: 20,869 shares; 2026Q2: 18,788 shares 18,788$946K0.02%-2,081Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC19,240$4.35Mshares
FNCLFIDELITY COVINGTON TRUST11,845$832Kshares
CCLCARNIVAL CORP31,648$819Kshares
TPHTRI POINTE HOMES INC11,635$544Kshares
REGNREGENERON PHARMACEUTICALS634$490Kshares
SHPROSHARES TR12,649$480Kshares
MMDNYLIM MACKAY DEFINEDTERM MUN30,822$458Kshares
TRGPTARGA RES CORP1,692$424Kshares
IGEBISHARES TR9,108$410Kshares
FEPIETF OPPORTUNITIES TRUST10,185$404Kshares
FXIISHARES TR11,118$399Kshares
CPRTCOPART INC10,696$355Kshares
PAASPAN AMERN SILVER CORP6,482$354Kshares
BUFQFIRST TR EXCHNG TRADED FD VI9,679$342Kshares
CTRACOTERRA ENERGY INC9,640$339Kshares
JQUAJ P MORGAN EXCHANGE TRADED F5,487$336Kshares
NDAQNASDAQ INC3,803$323Kshares
PNRGPRIMEENERGY RESOURCES CORP1,284$299Kshares
AGFIRST MAJESTIC SILVER CORP13,549$291Kshares
GOLYSTRATEGY SHS9,850$290Kshares
TRMBTRIMBLE INC4,377$286Kshares
HLTHILTON WORLDWIDE HLDGS INC900$274Kshares
IAGGISHARES TR5,418$271Kshares
JHMMJOHN HANCOCK EXCHANGE TRADED4,022$270Kshares
LBRTLIBERTY ENERGY INC9,184$264Kshares
VIAVVIAVI SOLUTIONS INC7,830$261Kshares
PMMFBLACKROCK ETF TRUST2,589$260Kshares
AJGGALLAGHER ARTHUR J & CO1,194$259Kshares
OTISOTIS WORLDWIDE CORP3,354$259Kshares
FNFABRINET489$255Kshares
HCAHCA HEALTHCARE INC533$252Kshares
SLVRSPROTT FDS TR4,250$252Kshares
MRSHMARSH & MCLENNAN COS INC1,433$249Kshares
TTMITTM TECHNOLOGIES INC2,545$248Kshares
ENSGENSIGN GROUP INC1,229$248Kshares
BMEZBLACKROCK HEALTH SCIENCES TE16,973$244Kshares
FINSANGEL OAK FINL STRATEGIES IN18,807$240Kshares
URAGLOBAL X FDS4,825$234Kshares
FICOFAIR ISAAC CORP214$228Kshares
PSKSPDR SERIES TRUST7,369$227Kshares
VMBSVANGUARD SCOTTSDALE FDS4,768$224Kshares
BBCAJ P MORGAN EXCHANGE TRADED F2,386$224Kshares
ARTYISHARES TR4,794$223Kshares
FANFIRST TR EXCHANGE-TRADED FD9,000$223Kshares
SPGPINVESCO EXCHANGE TRADED FD T2,055$221Kshares
UUNITY SOFTWARE INC9,927$218Kshares
BBEUJ P MORGAN EXCHANGE TRADED F2,950$214Kshares
CBRECBRE GROUP INC1,572$213Kshares
IRWDIRONWOOD PHARMACEUTICALS INC60,703$213Kshares
MSCIMSCI INC393$212Kshares
MPWRMONOLITHIC PWR SYS INC194$212Kshares
LMATLEMAITRE VASCULAR INC1,915$209Kshares
ACMAECOM2,452$208Kshares
NGGNATIONAL GRID PLC2,446$207Kshares
SSNCSS&C TECH HLDGS3,042$206Kshares
CWENCLEARWAY ENERGY INC5,132$202Kshares
IFVFIRST TR EXCHANGE TRADED FD7,988$202Kshares
DDDUPONT DE NEMOURS INC4,399$201Kshares
DOCHEALTHPEAK PROPERTIES INC10,793$177Kshares
SBETSHARPLINK INC26,775$173Kshares
HLFHERBALIFE LTD11,396$168Kshares
FOLDAMICUS THERAPEUTIC11,456$166Kshares
NFJVIRTUS DIVIDEND INTEREST & P10,514$133Kshares
ABRARBOR REALTY TRUST INC16,262$125Kshares
SLPSIMULATIONS PLUS INC10,548$125Kshares
NMFCNEW MTN FIN CORP16,025$124Kshares
IIMINVESCO VALUE MUN INCOME TR10,031$122Kshares
XEFRXEATON VANCE SR FLTNG RTE TR10,735$113Kshares
LIENCHICAGO ATLANTIC BDC INC10,737$100Kshares
XMCRXMFS CHARTER INCOME TR10,809$66Kshares
CRSRCORSAIR GAMING INC10,200$57Kshares
RXTRACKSPACE TECHNOLOGY INC45,682$45Kshares
GABELLI EQUITY TR INCGABELLI EQUITY TR INC187,236$1Kshares

How Q2 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001142495-26-000008 base2026-07-28acceptance time not in the bulk data set

Filings

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

FilingSubjectFiledAcceptedIngested
13F-HR 0001142495-26-000008 Quarter ended 2026-06-302026-07-28acceptance time not in the bulk data set
13F-HR 0001142495-26-000006 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set
13F-HR 0001142495-26-000004 Quarter ended 2025-12-312026-02-12acceptance time not in the bulk data set
13F-HR 0001142495-25-000034 Quarter ended 2025-09-302025-11-06acceptance time not in the bulk data set
13F-HR 0001142495-25-000029 Quarter ended 2025-06-302025-08-06acceptance time not in the bulk data set
13F-HR 0001142495-25-000027 Quarter ended 2025-03-312025-05-06acceptance time not in the bulk data set
13F-HR 0001142495-25-000025 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set
13F-HR 0001142495-24-000015 Quarter ended 2024-09-302024-11-08acceptance time not in the bulk data set
13F-HR 0001142495-24-000010 Quarter ended 2024-06-302024-08-07acceptance time not in the bulk data set
13F-HR 0001142495-24-000008 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001142495-24-000002 Quarter ended 2023-12-312024-02-12acceptance time not in the bulk data set
13F-HR 0001142495-23-000011 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001142495-23-000006 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001142495-23-000003 Quarter ended 2023-03-312023-05-09acceptance time not in the bulk data set
13F-HR 0001142495-23-000002 Quarter ended 2022-12-312023-01-31acceptance time not in the bulk data set
13F-HR 0001142495-22-000010 Quarter ended 2022-09-302022-10-18acceptance time not in the bulk data set
13F-HR 0001142495-22-000006 Quarter ended 2022-06-302022-07-21acceptance time not in the bulk data set
13F-HR 0001142495-22-000004 Quarter ended 2022-03-312022-04-19acceptance time not in the bulk data set
13F-HR 0001142495-22-000002 Quarter ended 2021-12-312022-01-13acceptance time not in the bulk data set
13F-HR 0001142495-21-000077 Quarter ended 2021-09-302021-10-08acceptance time not in the bulk data set
13F-HR 0001142495-21-000059 Quarter ended 2021-06-302021-07-27acceptance time not in the bulk data set
13F-HR 0001142495-21-000035 Quarter ended 2021-03-312021-04-26acceptance time not in the bulk data set
13F-HR 0001142495-21-000015 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001142495-20-000014 Quarter ended 2020-09-302020-10-20acceptance time not in the bulk data set
13F-HR 0001142495-20-000008 Quarter ended 2020-06-302020-07-16acceptance time not in the bulk data set
13F-HR 0001142495-20-000004 Quarter ended 2020-03-312020-04-17acceptance time not in the bulk data set
13F-HR 0001142495-20-000002 Quarter ended 2019-12-312020-01-16acceptance time not in the bulk data set
13F-HR 0001142495-19-000007 Quarter ended 2019-09-302019-10-17acceptance time not in the bulk data set
13F-HR 0001142495-19-000005 Quarter ended 2019-06-302019-08-01acceptance time not in the bulk data set
13F-HR 0001142495-19-000003 Quarter ended 2019-03-312019-04-17acceptance time not in the bulk data set
13F-HR 0001142495-19-000001 Quarter ended 2018-12-312019-01-31acceptance time not in the bulk data set
13F-HR 0001142495-18-000004 Quarter ended 2018-09-302018-11-13acceptance time not in the bulk data set
13F-HR 0001142495-18-000003 Quarter ended 2018-06-302018-08-03acceptance time not in the bulk data set
13F-HR 0001142495-18-000002 Quarter ended 2018-03-312018-05-01acceptance time not in the bulk data set
13F-HR 0001142495-18-000001 Quarter ended 2017-12-312018-02-09acceptance time not in the bulk data set
13F-HR 0001142495-17-000006 Quarter ended 2017-09-302017-10-31acceptance time not in the bulk data set
13F-HR 0001142495-17-000005 Quarter ended 2017-06-302017-08-02acceptance time not in the bulk data set
13F-HR 0001142495-17-000004 Quarter ended 2017-03-312017-05-05acceptance time not in the bulk data set
13F-HR 0001142495-17-000002 Quarter ended 2016-12-312017-01-25acceptance time not in the bulk data set
13F-HR 0001142495-16-000023 Quarter ended 2016-09-302016-11-04acceptance time not in the bulk data set
13F-HR 0001142495-16-000015 Quarter ended 2016-06-302016-08-02acceptance time not in the bulk data set
13F-HR 0001142495-16-000013 Quarter ended 2016-03-312016-05-02acceptance time not in the bulk data set
13F-HR 0001142495-16-000012 Quarter ended 2015-12-312016-02-03acceptance time not in the bulk data set
13F-HR 0001142495-15-000010 Quarter ended 2015-09-302015-10-28acceptance time not in the bulk data set
13F-HR 0001142495-15-000009 Quarter ended 2015-06-302015-08-10acceptance time not in the bulk data set
13F-HR 0001142495-15-000007 Quarter ended 2015-03-312015-05-12acceptance time not in the bulk data set
13F-HR 0001142495-15-000002 Quarter ended 2014-12-312015-01-27acceptance time not in the bulk data set
13F-HR 0001142495-14-000019 Quarter ended 2014-09-302014-11-07acceptance time not in the bulk data set
13F-HR 0001142495-14-000007 Quarter ended 2014-06-302014-08-04acceptance time not in the bulk data set
13F-HR 0001142495-14-000004 Quarter ended 2014-03-312014-05-09acceptance time not in the bulk data set
13F-HR 0001142495-14-000002 Quarter ended 2013-12-312014-02-03acceptance time not in the bulk data set
13F-HR 0001142495-13-000008 Quarter ended 2013-09-302013-10-28acceptance time not in the bulk data set
13F-HR 0001142495-13-000006 Quarter ended 2013-06-302013-08-12acceptance time not in the bulk data set