RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,381,166 shares; 2025Q1: 1,648,630 shares; 2025Q2: 1,708,092 shares; 2025Q3: 1,608,082 shares; 2025Q4: 1,524,235 shares; 2026Q1: 1,631,621 shares; 2026Q2: 1,705,976 shares; 2026Q3: 1,729,825 shares 1,729,825 $51.3M 18.49% +23,849 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 322,579 shares; 2025Q1: 355,818 shares; 2025Q2: 352,318 shares; 2025Q3: 319,408 shares; 2025Q4: 286,077 shares; 2026Q1: 300,756 shares; 2026Q2: 241,990 shares; 2026Q3: 246,565 shares 246,565 $38.9M 14.01% +4,575 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220,299 shares; 2025Q1: 244,937 shares; 2025Q2: 242,762 shares; 2025Q3: 189,504 shares; 2025Q4: 172,379 shares; 2026Q1: 178,928 shares; 2026Q2: 246,306 shares; 2026Q3: 257,673 shares 257,673 $23.3M 8.39% +11,367 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 293,830 shares; 2025Q1: 293,247 shares; 2025Q2: 293,544 shares; 2025Q3: 270,715 shares; 2025Q4: 250,803 shares; 2026Q1: 258,181 shares; 2026Q2: 210,237 shares; 2026Q3: 217,405 shares 217,405 $20.4M 7.36% +7,168 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180,428 shares; 2025Q1: 183,432 shares; 2025Q2: 187,050 shares; 2025Q3: 212,681 shares; 2025Q4: 199,985 shares; 2026Q1: 210,747 shares; 2026Q2: 159,324 shares; 2026Q3: 164,701 shares 164,701 $19.4M 6.98% +5,377 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,042 shares; 2025Q1: 42,029 shares; 2025Q2: 30,097 shares; 2025Q3: 33,243 shares; 2025Q4: 35,317 shares; 2026Q1: 33,776 shares; 2026Q2: 18,976 shares; 2026Q3: 182,992 shares 182,992 $18.4M 6.62% +164,016 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 611,971 shares; 2026Q2: 707,494 shares; 2026Q3: 736,003 shares 736,003 $18M 6.46% +28,509 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,592 shares; 2025Q4: 160,471 shares; 2026Q1: 177,390 shares; 2026Q2: 208,859 shares; 2026Q3: 214,163 shares 214,163 $16.7M 6% +5,304 Timeline ROMO STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 458,375 shares; 2025Q1: 450,123 shares; 2025Q2: 441,191 shares; 2025Q3: 445,734 shares; 2025Q4: 423,269 shares; 2026Q1: 450,526 shares; 2026Q2: 475,502 shares; 2026Q3: 483,827 shares 483,827 $16.5M 5.95% +8,325 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 708,874 shares; 2025Q1: 747,918 shares; 2025Q2: 728,072 shares; 2025Q3: 702,092 shares; 2025Q4: 662,297 shares; 2026Q1: 686,660 shares; 2026Q2: 307,311 shares; 2026Q3: 301,661 shares 301,661 $13.8M 4.99% -5,650 Timeline RSIT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 578,477 shares; 2026Q3: 588,123 shares 588,123 $12.8M 4.6% +9,646 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 823,827 shares; 2025Q1: 603,926 shares; 2025Q2: 587,204 shares; 2025Q3: 497,033 shares; 2025Q4: 463,805 shares; 2026Q1: 494,002 shares; 2026Q2: 192,789 shares; 2026Q3: 195,199 shares 195,199 $11.4M 4.11% +2,410 Timeline SPLS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 116,032 shares; 2026Q3: 130,989 shares 130,989 $7.21M 2.6% +14,957 Timeline RSSY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,757 shares; 2025Q4: 104,184 shares; 2026Q1: 116,459 shares; 2026Q2: 109,594 shares; 2026Q3: 113,572 shares 113,572 $2.97M 1.07% +3,978 Timeline NTSD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,221 shares; 2026Q3: 61,210 shares 61,210 $2.87M 1.03% +1,989 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,498 shares; 2025Q1: 3,498 shares; 2025Q2: 3,498 shares; 2025Q3: 3,498 shares; 2025Q4: 3,498 shares; 2026Q1: 3,498 shares; 2026Q2: 3,498 shares; 2026Q3: 3,498 shares 3,498 $1.16M 0.42% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,148 shares 8,148 $539K 0.19% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares; 2026Q2: 1,690 shares; 2026Q3: 1,690 shares 1,690 $534K 0.19% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 875 shares; 2026Q3: 875 shares 875 $333K 0.12% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares; 2026Q1: 1,462 shares; 2026Q2: 1,462 shares; 2026Q3: 1,462 shares 1,462 $322K 0.12% 0 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,215 shares; 2025Q2: 11,215 shares; 2025Q3: 11,215 shares; 2025Q4: 11,215 shares; 2026Q1: 11,215 shares; 2026Q2: 11,445 shares; 2026Q3: 11,445 shares 11,445 $289K 0.1% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 997 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 563 shares; 2026Q3: 563 shares 563 $289K 0.1% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,439 shares; 2025Q1: 4,439 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 4,439 shares; 2026Q1: 4,439 shares; 2026Q2: 4,439 shares; 2026Q3: 4,439 shares 4,439 $278K 0.1% 0 Timeline