VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,855 shares; 2025Q3: 27,855 shares; 2025Q4: 82,417 shares; 2026Q1: 199,243 shares; 2026Q2: 148,575 shares 148,575 $1.83M 0.03% -50,668 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,569 shares; 2026Q2: 24,540 shares 24,540 $1.83M 0.03% -29 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; 2024Q3: 27,833 shares; 2024Q4: 26,733 shares; 2025Q1: 26,733 shares; 2025Q2: 28,233 shares; 2025Q3: 28,233 shares; 2025Q4: 27,257 shares; 2026Q1: 27,245 shares; 2026Q2: 27,232 shares 27,232 $1.83M 0.03% -13 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,497 shares; 2025Q1: 3,479 shares; 2025Q2: 5,211 shares; 2025Q3: 4,801 shares; 2025Q4: 6,457 shares; 2026Q1: 7,373 shares; 2026Q2: 6,925 shares 6,925 $1.83M 0.03% -448 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,238 shares; 2025Q1: 19,562 shares; 2025Q2: 40,654 shares; 2025Q3: 49,323 shares; 2025Q4: 47,427 shares; 2026Q1: 43,978 shares; 2026Q2: 44,366 shares 44,366 $1.83M 0.03% +388 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,837 shares; 2026Q1: 100,837 shares; 2026Q2: 100,837 shares 100,837 $1.82M 0.03% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,603 shares; 2025Q1: 15,539 shares; 2025Q2: 18,189 shares; 2025Q3: 18,157 shares; 2025Q4: 36,266 shares; 2026Q1: 66,116 shares; 2026Q2: 66,625 shares 66,625 $1.81M 0.03% +509 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,017 shares; 2024Q4: 34,022 shares; 2025Q1: 34,748 shares; 2025Q2: 30,034 shares; 2025Q3: 38,548 shares; 2025Q4: 43,389 shares; 2026Q1: 46,662 shares; 2026Q2: 46,048 shares 46,048 $1.81M 0.03% -614 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,540 shares; 2024Q4: 6,344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,329 shares; 2026Q1: 22,492 shares; 2026Q2: 22,700 shares 22,700 $1.81M 0.03% +208 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,964 shares; 2025Q3: 5,964 shares; 2025Q4: 5,650 shares; 2026Q1: 40,414 shares; 2026Q2: 40,398 shares 40,398 $1.8M 0.03% -16 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 874 shares; 2024Q4: 4,780 shares; 2025Q1: 5,356 shares; 2025Q2: 5,330 shares; 2025Q3: 5,347 shares; 2025Q4: 5,346 shares; 2026Q1: 5,423 shares; 2026Q2: 5,334 shares 5,334 $1.8M 0.03% -89 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 521 shares; 2025Q1: 582 shares; 2025Q2: 815 shares; 2025Q3: 786 shares; 2025Q4: 1,318 shares; 2026Q1: 1,238 shares; 2026Q2: 1,040 shares 1,040 $1.79M 0.03% -198 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 7,930 shares; 2025Q1: 8,834 shares; 2025Q2: 13,128 shares; 2025Q3: 13,793 shares; 2025Q4: 26,309 shares; 2026Q1: 30,437 shares; 2026Q2: 30,223 shares 30,223 $1.79M 0.03% -214 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,421 shares; 2025Q4: 7,336 shares; 2026Q1: 7,205 shares; 2026Q2: 7,123 shares 7,123 $1.78M 0.03% -82 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,470 shares; 2024Q4: 50,713 shares; 2025Q1: 51,025 shares; 2025Q2: 51,789 shares; 2025Q3: 52,519 shares; 2025Q4: 56,031 shares; 2026Q1: 70,631 shares; 2026Q2: 70,598 shares 70,598 $1.78M 0.03% -33 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,672 shares; 2024Q4: 11,703 shares; 2025Q1: 9,172 shares; 2025Q2: 8,335 shares; 2025Q3: 8,329 shares; 2025Q4: 8,314 shares; 2026Q1: 7,986 shares; 2026Q2: 8,119 shares 8,119 $1.77M 0.03% +133 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054 shares; 2024Q4: 1,408 shares; 2025Q1: 1,429 shares; 2025Q2: 1,415 shares; 2025Q3: 1,811 shares; 2025Q4: 5,700 shares; 2026Q1: 5,676 shares; 2026Q2: 4,550 shares 4,550 $1.77M 0.03% -1,126 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,266 shares; 2024Q4: 37,058 shares; 2025Q1: 39,869 shares; 2025Q2: 6,701 shares; 2025Q3: 6,630 shares; 2025Q4: 10,191 shares; 2026Q1: 33,612 shares; 2026Q2: 33,552 shares 33,552 $1.76M 0.03% -60 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,146 shares; 2024Q4: 15,587 shares; 2025Q1: 15,592 shares; 2025Q2: 16,883 shares; 2025Q3: 17,131 shares; 2025Q4: 21,750 shares; 2026Q1: 22,049 shares; 2026Q2: 18,602 shares 18,602 $1.76M 0.03% -3,447 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,641 shares; 2024Q4: 24,310 shares; 2025Q1: 31,369 shares; 2025Q2: 28,068 shares; 2025Q3: 28,042 shares; 2025Q4: 28,830 shares; 2026Q1: 28,572 shares; 2026Q2: 26,941 shares 26,941 $1.76M 0.03% -1,631 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,373 shares; 2024Q4: 28,440 shares; 2025Q1: 25,799 shares; 2025Q2: 22,166 shares; 2025Q3: 25,247 shares; 2025Q4: 36,411 shares; 2026Q1: 39,258 shares; 2026Q2: 32,452 shares 32,452 $1.76M 0.03% -6,806 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,806 shares; 2024Q4: 87,753 shares; 2025Q1: 91,953 shares; 2025Q2: 96,987 shares; 2025Q3: 97,718 shares; 2025Q4: 114,499 shares; 2026Q1: 112,284 shares; 2026Q2: 90,684 shares 90,684 $1.75M 0.03% -21,600 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,416 shares; 2025Q3: 79,417 shares; 2025Q4: 37,223 shares; 2026Q1: 36,156 shares; 2026Q2: 36,049 shares 36,049 $1.74M 0.03% -107 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,189 shares; 2026Q2: 50,923 shares 50,923 $1.73M 0.03% +734 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,223 shares; 2024Q4: 18,221 shares; 2025Q1: 19,868 shares; 2025Q2: 18,731 shares; 2025Q3: 18,732 shares; 2025Q4: 16,712 shares; 2026Q1: 10,226 shares; 2026Q2: 10,013 shares 10,013 $1.73M 0.03% -213 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,451 shares; 2026Q2: 49,823 shares 49,823 $1.73M 0.03% -4,628 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,300 shares; 2025Q2: 39,092 shares; 2025Q3: 53,522 shares; 2025Q4: 60,164 shares; 2026Q1: 66,524 shares; 2026Q2: 66,524 shares 66,524 $1.73M 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: 1,372 shares; 2025Q1: 1,380 shares; 2025Q2: 1,933 shares; 2025Q3: 2,135 shares; 2025Q4: 3,403 shares; 2026Q1: 3,608 shares; 2026Q2: 3,029 shares 3,029 $1.72M 0.03% -579 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,070 shares; 2024Q4: 13,870 shares; 2025Q1: 14,730 shares; 2025Q2: 16,535 shares; 2025Q3: 17,040 shares; 2025Q4: 19,425 shares; 2026Q1: 20,340 shares; 2026Q2: 20,340 shares 20,340 $1.72M 0.03% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,065 shares; 2024Q4: 9,660 shares; 2025Q1: 10,462 shares; 2025Q2: 10,421 shares; 2025Q3: 11,867 shares; 2025Q4: 12,215 shares; 2026Q1: 12,275 shares; 2026Q2: 12,115 shares 12,115 $1.72M 0.03% -160 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,255 shares; 2026Q1: 34,255 shares; 2026Q2: 34,255 shares 34,255 $1.71M 0.03% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,771 shares; 2024Q4: 9,488 shares; 2025Q1: 12,096 shares; 2025Q2: 12,023 shares; 2025Q3: 12,107 shares; 2025Q4: 11,128 shares; 2026Q1: 10,191 shares; 2026Q2: 10,128 shares 10,128 $1.71M 0.03% -63 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,932 shares; 2024Q4: 18,291 shares; 2025Q1: 13,378 shares; 2025Q2: 18,157 shares; 2025Q3: 17,662 shares; 2025Q4: 28,679 shares; 2026Q1: 31,147 shares; 2026Q2: 28,759 shares 28,759 $1.71M 0.03% -2,388 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,380 shares; 2026Q1: 65,222 shares; 2026Q2: 64,907 shares 64,907 $1.68M 0.03% -315 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,641 shares; 2026Q2: 29,872 shares 29,872 $1.67M 0.03% +231 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,308 shares; 2024Q4: 16,308 shares; 2025Q1: 16,023 shares; 2025Q2: 15,823 shares; 2025Q3: 15,806 shares; 2025Q4: 15,346 shares; 2026Q1: 15,318 shares; 2026Q2: 15,304 shares 15,304 $1.67M 0.03% -14 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,653 shares; 2026Q1: 12,815 shares; 2026Q2: 11,967 shares 11,967 $1.66M 0.03% -848 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,238 shares; 2024Q4: 1,645 shares; 2025Q1: 2,108 shares; 2025Q2: 2,843 shares; 2025Q3: 2,756 shares; 2025Q4: 3,829 shares; 2026Q1: 3,755 shares; 2026Q2: 3,314 shares 3,314 $1.65M 0.03% -441 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,421 shares; 2024Q4: 33,670 shares; 2025Q1: 33,554 shares; 2025Q2: 30,876 shares; 2025Q3: 27,011 shares; 2025Q4: 45,927 shares; 2026Q1: 45,362 shares; 2026Q2: 44,843 shares 44,843 $1.65M 0.03% -519 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,349 shares; 2024Q4: 6,011 shares; 2025Q1: 6,933 shares; 2025Q2: 12,015 shares; 2025Q3: 13,107 shares; 2025Q4: 31,871 shares; 2026Q1: 27,961 shares; 2026Q2: 14,583 shares 14,583 $1.65M 0.03% -13,378 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,872 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,504 shares; 2026Q1: 19,449 shares; 2026Q2: 66,379 shares 66,379 $1.64M 0.03% +46,930 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,033 shares; 2024Q4: 10,590 shares; 2025Q1: 6,091 shares; 2025Q2: 3,013 shares; 2025Q3: 3,018 shares; 2025Q4: 12,901 shares; 2026Q1: 15,696 shares; 2026Q2: 18,798 shares 18,798 $1.63M 0.03% +3,102 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,477 shares; 2024Q4: 2,825 shares; 2025Q1: 2,840 shares; 2025Q2: 5,008 shares; 2025Q3: 5,212 shares; 2025Q4: 7,412 shares; 2026Q1: 8,686 shares; 2026Q2: 7,466 shares 7,466 $1.62M 0.03% -1,220 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,547 shares; 2024Q4: 24,299 shares; 2025Q1: 18,235 shares; 2025Q2: 15,713 shares; 2025Q3: 13,617 shares; 2025Q4: 34,795 shares; 2026Q1: 39,212 shares; 2026Q2: 35,272 shares 35,272 $1.62M 0.03% -3,940 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,245 shares; 2024Q4: 49,070 shares; 2025Q1: 50,341 shares; 2025Q2: 51,374 shares; 2025Q3: 48,220 shares; 2025Q4: 53,530 shares; 2026Q1: 60,281 shares; 2026Q2: 60,281 shares 60,281 $1.62M 0.03% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,206 shares; 2024Q4: 52,781 shares; 2025Q1: 56,512 shares; 2025Q2: 54,853 shares; 2025Q3: 54,943 shares; 2025Q4: 56,045 shares; 2026Q1: 57,204 shares; 2026Q2: 55,804 shares 55,804 $1.62M 0.03% -1,400 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,066 shares; 2026Q2: 52,820 shares 52,820 $1.61M 0.03% +754 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,667 shares; 2026Q2: 12,667 shares 12,667 $1.6M 0.03% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,648 shares; 2024Q4: 12,686 shares; 2025Q1: 14,163 shares; 2025Q2: 36,796 shares; 2025Q3: 20,067 shares; 2025Q4: 25,689 shares; 2026Q1: 31,322 shares; 2026Q2: 31,322 shares 31,322 $1.59M 0.03% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,111 shares; 2024Q4: 7,249 shares; 2025Q1: 7,151 shares; 2025Q2: 7,258 shares; 2025Q3: 7,426 shares; 2025Q4: 7,929 shares; 2026Q1: 4,509 shares; 2026Q2: 4,489 shares 4,489 $1.59M 0.03% -20 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,457 shares; 2025Q1: 18,178 shares; 2025Q2: 13,694 shares; 2025Q3: 22,323 shares; 2025Q4: 34,399 shares; 2026Q1: 40,992 shares; 2026Q2: 46,625 shares 46,625 $1.58M 0.03% +5,633 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,267 shares; 2024Q4: 48,657 shares; 2025Q1: 53,761 shares; 2025Q2: 41,572 shares; 2025Q3: 42,286 shares; 2025Q4: 39,002 shares; 2026Q1: 17,169 shares; 2026Q2: 17,161 shares 17,161 $1.57M 0.03% -8 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,139 shares; 2024Q4: 11,930 shares; 2025Q1: 15,294 shares; 2025Q2: 10,866 shares; 2025Q3: 9,108 shares; 2025Q4: 10,020 shares; 2026Q1: 34,621 shares; 2026Q2: 33,305 shares 33,305 $1.57M 0.03% -1,316 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,798 shares; 2026Q2: 68,798 shares 68,798 $1.57M 0.03% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,119 shares; 2024Q4: 5,542 shares; 2025Q1: 34,646 shares; 2025Q2: 32,062 shares; 2025Q3: 25,198 shares; 2025Q4: 22,740 shares; 2026Q1: 22,874 shares; 2026Q2: 22,882 shares 22,882 $1.56M 0.03% +8 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,548 shares; 2024Q4: 68,356 shares; 2025Q1: 19,548 shares; 2025Q2: 16,920 shares; 2025Q3: 16,657 shares; 2025Q4: 16,868 shares; 2026Q1: 16,701 shares; 2026Q2: 16,098 shares 16,098 $1.56M 0.03% -603 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,140 shares; 2024Q4: 15,754 shares; 2025Q1: 1,047 shares; 2025Q2: 1,476 shares; 2025Q3: 1,344 shares; 2025Q4: 2,905 shares; 2026Q1: 3,073 shares; 2026Q2: 3,099 shares 3,099 $1.55M 0.03% +26 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,664 shares; 2024Q4: 8,534 shares; 2025Q1: 5,484 shares; 2025Q2: 8,411 shares; 2025Q3: 11,194 shares; 2025Q4: 13,880 shares; 2026Q1: 16,285 shares; 2026Q2: 14,939 shares 14,939 $1.55M 0.03% -1,346 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,029,553 shares; 2024Q4: 1,029,553 shares; 2025Q1: 1,029,553 shares; 2025Q2: 1,032,403 shares; 2025Q3: 1,039,779 shares; 2025Q4: 1,033,779 shares; 2026Q1: 1,033,779 shares; 2026Q2: 1,033,779 shares 1,033,779 $1.54M 0.03% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,076 shares; 2025Q4: 27,868 shares; 2026Q1: 21,680 shares; 2026Q2: 20,946 shares 20,946 $1.54M 0.03% -734 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,261 shares; 2024Q4: 46,654 shares; 2025Q1: 44,252 shares; 2025Q2: 40,005 shares; 2025Q3: 42,646 shares; 2025Q4: 48,380 shares; 2026Q1: 52,777 shares; 2026Q2: 52,777 shares 52,777 $1.53M 0.03% 0 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,870 shares; 2026Q1: 18,985 shares; 2026Q2: 18,777 shares 18,777 $1.52M 0.03% -208 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,840 shares; 2026Q2: 26,840 shares 26,840 $1.51M 0.03% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,333 shares; 2024Q4: 28,178 shares; 2025Q1: 38,526 shares; 2025Q2: 35,143 shares; 2025Q3: 29,820 shares; 2025Q4: 31,422 shares; 2026Q1: 30,145 shares; 2026Q2: 30,145 shares 30,145 $1.51M 0.03% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,636 shares; 2025Q3: 19,364 shares; 2025Q4: 20,588 shares; 2026Q1: 32,893 shares; 2026Q2: 32,890 shares 32,890 $1.51M 0.02% -3 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,941 shares; 2024Q4: 78,936 shares; 2025Q1: 71,716 shares; 2025Q2: 72,443 shares; 2025Q3: 70,051 shares; 2025Q4: 66,459 shares; 2026Q1: 35,898 shares; 2026Q2: 35,898 shares 35,898 $1.51M 0.02% 0 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 11,409 shares; 2026Q1: 19,360 shares; 2026Q2: 19,360 shares 19,360 $1.5M 0.02% 0 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,132 shares; 2026Q1: 47,671 shares; 2026Q2: 47,351 shares 47,351 $1.5M 0.02% -320 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,719 shares; 2024Q4: 11,072 shares; 2025Q1: 4,910 shares; 2025Q2: 4,759 shares; 2025Q3: 4,805 shares; 2025Q4: 7,842 shares; 2026Q1: 12,572 shares; 2026Q2: 13,543 shares 13,543 $1.49M 0.02% +971 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,273 shares; 2024Q4: 8,616 shares; 2025Q1: 22,792 shares; 2025Q2: 14,895 shares; 2025Q3: 15,265 shares; 2025Q4: 13,368 shares; 2026Q1: 68,276 shares; 2026Q2: 16,294 shares 16,294 $1.49M 0.02% -51,982 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,178 shares; 2024Q4: 2,085 shares; 2025Q1: 3,567 shares; 2025Q2: 6,174 shares; 2025Q3: 7,002 shares; 2025Q4: 7,872 shares; 2026Q1: 8,175 shares; 2026Q2: 7,527 shares 7,527 $1.49M 0.02% -648 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,628 shares; 2026Q1: 14,757 shares; 2026Q2: 14,834 shares 14,834 $1.49M 0.02% +77 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,423 shares; 2026Q1: 24,069 shares; 2026Q2: 51,403 shares 51,403 $1.49M 0.02% +27,334 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,866 shares; 2025Q4: 99,520 shares; 2026Q1: 91,016 shares; 2026Q2: 91,016 shares 91,016 $1.48M 0.02% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,838 shares; 2024Q4: 9,856 shares; 2025Q1: 10,124 shares; 2025Q2: 9,752 shares; 2025Q3: 18,379 shares; 2025Q4: 22,874 shares; 2026Q1: 23,745 shares; 2026Q2: 28,249 shares 28,249 $1.48M 0.02% +4,504 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,387 shares; 2024Q4: 219,061 shares; 2025Q1: 32,054 shares; 2025Q2: 28,310 shares; 2025Q3: 27,349 shares; 2025Q4: 27,322 shares; 2026Q1: 27,355 shares; 2026Q2: 27,355 shares 27,355 $1.48M 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,069 shares; 2024Q4: 1,476 shares; 2025Q1: 1,345 shares; 2025Q2: 1,335 shares; 2025Q3: 1,314 shares; 2025Q4: 1,392 shares; 2026Q1: 1,363 shares; 2026Q2: 1,338 shares 1,338 $1.47M 0.02% -25 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,015 shares; 2024Q4: 4,589 shares; 2025Q1: 4,295 shares; 2025Q2: 12,633 shares; 2025Q3: 11,097 shares; 2025Q4: 19,526 shares; 2026Q1: 29,546 shares; 2026Q2: 29,187 shares 29,187 $1.47M 0.02% -359 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,279 shares; 2024Q4: 14,974 shares; 2025Q1: 15,787 shares; 2025Q2: 15,787 shares; 2025Q3: 15,517 shares; 2025Q4: 15,285 shares; 2026Q1: 15,285 shares; 2026Q2: 15,131 shares 15,131 $1.46M 0.02% -154 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,912 shares; 2024Q4: 1,539 shares; 2025Q1: 1,555 shares; 2025Q2: 1,530 shares; 2025Q3: 1,285 shares; 2025Q4: 1,689 shares; 2026Q1: 1,062 shares; 2026Q2: 1,027 shares 1,027 $1.46M 0.02% -35 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,798 shares; 2024Q4: 11,883 shares; 2025Q1: 11,667 shares; 2025Q2: 11,360 shares; 2025Q3: 12,161 shares; 2025Q4: 17,592 shares; 2026Q1: 18,273 shares; 2026Q2: 17,714 shares 17,714 $1.46M 0.02% -559 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,020 shares; 2025Q1: 1,254 shares; 2025Q2: 3,671 shares; 2025Q3: 4,180 shares; 2025Q4: 7,506 shares; 2026Q1: 6,734 shares; 2026Q2: 6,647 shares 6,647 $1.45M 0.02% -87 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,846 shares; 2024Q4: 25,078 shares; 2025Q1: 37,084 shares; 2025Q2: 34,076 shares; 2025Q3: 36,251 shares; 2025Q4: 23,288 shares; 2026Q1: 21,870 shares; 2026Q2: 20,538 shares 20,538 $1.45M 0.02% -1,332 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,682 shares; 2024Q4: 11,527 shares; 2025Q1: 11,332 shares; 2025Q2: 10,773 shares; 2025Q3: 7,666 shares; 2025Q4: 14,127 shares; 2026Q1: 12,689 shares; 2026Q2: 7,825 shares 7,825 $1.44M 0.02% -4,864 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,066 shares; 2024Q4: 26,510 shares; 2025Q1: 25,234 shares; 2025Q2: 26,584 shares; 2025Q3: 28,804 shares; 2025Q4: 30,668 shares; 2026Q1: 39,959 shares; 2026Q2: 39,695 shares 39,695 $1.43M 0.02% -264 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333,173 shares; 2024Q4: 373,216 shares; 2025Q1: 42,071 shares; 2025Q2: 34,575 shares; 2025Q3: 32,536 shares; 2025Q4: 32,416 shares; 2026Q1: 32,319 shares; 2026Q2: 32,319 shares 32,319 $1.43M 0.02% 0 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,412 shares; 2026Q1: 28,832 shares; 2026Q2: 28,832 shares 28,832 $1.42M 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,386 shares; 2024Q4: 3,884 shares; 2025Q1: 3,835 shares; 2025Q2: 3,958 shares; 2025Q3: 4,915 shares; 2025Q4: 10,984 shares; 2026Q1: 11,567 shares; 2026Q2: 6,653 shares 6,653 $1.42M 0.02% -4,914 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,547 shares; 2026Q1: 61,454 shares; 2026Q2: 61,377 shares 61,377 $1.42M 0.02% -77 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,792 shares; 2024Q4: 84,877 shares; 2025Q1: 35,836 shares; 2025Q2: 33,101 shares; 2025Q3: 32,276 shares; 2025Q4: 32,012 shares; 2026Q1: 31,164 shares; 2026Q2: 31,764 shares 31,764 $1.41M 0.02% +600 Timeline NBCM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,371 shares; 2026Q2: 50,371 shares 50,371 $1.41M 0.02% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,785 shares; 2025Q1: 29,376 shares; 2025Q2: 32,715 shares; 2025Q3: 34,069 shares; 2025Q4: 55,040 shares; 2026Q1: 58,127 shares; 2026Q2: 56,996 shares 56,996 $1.41M 0.02% -1,131 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,851 shares; 2025Q1: 13,859 shares; 2025Q2: 11,171 shares; 2025Q3: 6,850 shares; 2025Q4: 10,402 shares; 2026Q1: 10,707 shares; 2026Q2: 10,803 shares 10,803 $1.41M 0.02% +96 Timeline JULJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,646 shares; 2024Q4: 69,711 shares; 2025Q1: 61,477 shares; 2025Q2: 58,243 shares; 2025Q3: 59,456 shares; 2025Q4: 60,726 shares; 2026Q1: 56,791 shares; 2026Q2: 56,791 shares 56,791 $1.41M 0.02% 0 Timeline AGGA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,646 shares; 2026Q1: 55,917 shares; 2026Q2: 55,917 shares 55,917 $1.41M 0.02% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,057 shares; 2024Q4: 8,996 shares; 2025Q1: 15,170 shares; 2025Q2: 12,304 shares; 2025Q3: 33,279 shares; 2025Q4: 58,762 shares; 2026Q1: 63,331 shares; 2026Q2: 59,877 shares 59,877 $1.4M 0.02% -3,454 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,402 shares; 2024Q4: 1,627 shares; 2025Q1: 1,654 shares; 2025Q2: 3,454 shares; 2025Q3: 3,563 shares; 2025Q4: 3,721 shares; 2026Q1: 3,185 shares; 2026Q2: 3,142 shares 3,142 $1.4M 0.02% -43 Timeline GTOQ INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,505 shares; 2024Q4: 46,822 shares; 2025Q1: 49,941 shares; 2025Q2: 51,938 shares; 2025Q3: 52,457 shares; 2025Q4: 57,325 shares; 2026Q1: 62,735 shares; 2026Q2: 62,735 shares 62,735 $1.38M 0.02% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,264 shares; 2024Q4: 39,955 shares; 2025Q1: 45,214 shares; 2025Q2: 47,226 shares; 2025Q3: 48,018 shares; 2025Q4: 48,643 shares; 2026Q1: 18,792 shares; 2026Q2: 18,570 shares 18,570 $1.38M 0.02% -222 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,421 shares; 2024Q4: 6,586 shares; 2025Q1: 6,378 shares; 2025Q2: 13,761 shares; 2025Q3: 13,787 shares; 2025Q4: 13,809 shares; 2026Q1: 15,046 shares; 2026Q2: 14,921 shares 14,921 $1.38M 0.02% -125 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,486 shares; 2024Q4: 24,691 shares; 2025Q1: 23,586 shares; 2025Q2: 23,937 shares; 2025Q3: 27,542 shares; 2025Q4: 36,181 shares; 2026Q1: 35,447 shares; 2026Q2: 29,896 shares 29,896 $1.38M 0.02% -5,551 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,506 shares; 2025Q1: 8,506 shares; 2025Q2: 8,506 shares; 2025Q3: 8,506 shares; 2025Q4: 8,506 shares; 2026Q1: 8,506 shares; 2026Q2: 8,506 shares 8,506 $1.38M 0.02% 0 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,957 shares; 2026Q1: 21,789 shares; 2026Q2: 21,228 shares 21,228 $1.38M 0.02% -561 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,963 shares; 2026Q1: 5,709 shares; 2026Q2: 5,391 shares 5,391 $1.37M 0.02% -318 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,572 shares; 2024Q4: 23,829 shares; 2025Q1: 25,588 shares; 2025Q2: 27,026 shares; 2025Q3: 27,466 shares; 2025Q4: 48,139 shares; 2026Q1: 50,842 shares; 2026Q2: 50,842 shares 50,842 $1.37M 0.02% 0 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,213 shares; 2024Q4: not reported; 2025Q1: 12,184 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,215 shares; 2026Q1: 71,960 shares; 2026Q2: 63,766 shares 63,766 $1.37M 0.02% -8,194 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,905 shares; 2024Q4: 28,838 shares; 2025Q1: 953 shares; 2025Q2: 33,373 shares; 2025Q3: 35,421 shares; 2025Q4: 18,508 shares; 2026Q1: 5,351 shares; 2026Q2: 5,366 shares 5,366 $1.36M 0.02% +15 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,214 shares; 2024Q4: 6,042 shares; 2025Q1: 6,555 shares; 2025Q2: 6,845 shares; 2025Q3: 5,239 shares; 2025Q4: 18,573 shares; 2026Q1: 19,954 shares; 2026Q2: 12,226 shares 12,226 $1.36M 0.02% -7,728 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,305 shares; 2024Q4: 4,524 shares; 2025Q1: 4,287 shares; 2025Q2: 4,250 shares; 2025Q3: 3,405 shares; 2025Q4: 5,332 shares; 2026Q1: 5,260 shares; 2026Q2: 4,654 shares 4,654 $1.36M 0.02% -606 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,245 shares; 2026Q2: 31,785 shares 31,785 $1.36M 0.02% -460 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,390 shares; 2024Q4: 36,358 shares; 2025Q1: 39,056 shares; 2025Q2: 42,815 shares; 2025Q3: 49,276 shares; 2025Q4: 57,044 shares; 2026Q1: 59,785 shares; 2026Q2: 58,612 shares 58,612 $1.36M 0.02% -1,173 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,452 shares; 2024Q4: 17,152 shares; 2025Q1: 17,152 shares; 2025Q2: 22,588 shares; 2025Q3: 23,838 shares; 2025Q4: 31,920 shares; 2026Q1: 31,920 shares; 2026Q2: 31,920 shares 31,920 $1.35M 0.02% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,729 shares; 2024Q4: 6,173 shares; 2025Q1: 6,436 shares; 2025Q2: 7,021 shares; 2025Q3: 12,453 shares; 2025Q4: 26,923 shares; 2026Q1: 27,066 shares; 2026Q2: 26,816 shares 26,816 $1.34M 0.02% -250 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,256 shares; 2026Q2: 6,841 shares 6,841 $1.34M 0.02% -2,415 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,086 shares; 2026Q2: 42,086 shares 42,086 $1.34M 0.02% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,615 shares; 2024Q4: 29,701 shares; 2025Q1: 29,130 shares; 2025Q2: 28,735 shares; 2025Q3: 22,961 shares; 2025Q4: 26,602 shares; 2026Q1: 21,048 shares; 2026Q2: 21,041 shares 21,041 $1.34M 0.02% -7 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,326 shares; 2026Q1: 46,609 shares; 2026Q2: 46,609 shares 46,609 $1.33M 0.02% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,197 shares; 2026Q2: 22,271 shares 22,271 $1.33M 0.02% +7,074 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,295 shares; 2026Q2: 32,649 shares 32,649 $1.33M 0.02% -1,646 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,882 shares; 2024Q4: 44,047 shares; 2025Q1: 21,348 shares; 2025Q2: 21,414 shares; 2025Q3: 21,778 shares; 2025Q4: 19,616 shares; 2026Q1: 20,524 shares; 2026Q2: 20,393 shares 20,393 $1.33M 0.02% -131 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,531 shares; 2025Q4: 13,107 shares; 2026Q1: 14,292 shares; 2026Q2: 14,289 shares 14,289 $1.32M 0.02% -3 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,848 shares; 2024Q4: 24,686 shares; 2025Q1: 29,963 shares; 2025Q2: 30,926 shares; 2025Q3: 30,948 shares; 2025Q4: 30,948 shares; 2026Q1: 31,139 shares; 2026Q2: 31,139 shares 31,139 $1.32M 0.02% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,583 shares; 2024Q4: 13,447 shares; 2025Q1: 24,902 shares; 2025Q2: 36,333 shares; 2025Q3: 33,640 shares; 2025Q4: 54,192 shares; 2026Q1: 28,524 shares; 2026Q2: 25,991 shares 25,991 $1.32M 0.02% -2,533 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,748 shares; 2026Q1: 10,011 shares; 2026Q2: 5,986 shares 5,986 $1.31M 0.02% -4,025 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,252 shares; 2024Q4: 10,660 shares; 2025Q1: 11,379 shares; 2025Q2: 10,560 shares; 2025Q3: 10,193 shares; 2025Q4: 10,799 shares; 2026Q1: 10,526 shares; 2026Q2: 10,539 shares 10,539 $1.31M 0.02% +13 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,316 shares; 2024Q4: 56,767 shares; 2025Q1: 6,112 shares; 2025Q2: 58,003 shares; 2025Q3: 5,484 shares; 2025Q4: 5,521 shares; 2026Q1: 5,311 shares; 2026Q2: 4,272 shares 4,272 $1.3M 0.02% -1,039 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,778 shares; 2025Q1: 29,189 shares; 2025Q2: 31,520 shares; 2025Q3: 13,192 shares; 2025Q4: 15,635 shares; 2026Q1: 19,870 shares; 2026Q2: 18,340 shares 18,340 $1.3M 0.02% -1,530 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965 shares; 2024Q4: 1,656 shares; 2025Q1: 2,332 shares; 2025Q2: 2,413 shares; 2025Q3: 2,438 shares; 2025Q4: 5,545 shares; 2026Q1: 5,397 shares; 2026Q2: 3,932 shares 3,932 $1.3M 0.02% -1,465 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,722 shares; 2024Q4: 1,731 shares; 2025Q1: 1,734 shares; 2025Q2: 1,748 shares; 2025Q3: 1,790 shares; 2025Q4: 1,869 shares; 2026Q1: 1,849 shares; 2026Q2: 1,746 shares 1,746 $1.29M 0.02% -103 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,989 shares; 2024Q4: 25,187 shares; 2025Q1: 26,543 shares; 2025Q2: 26,553 shares; 2025Q3: 27,062 shares; 2025Q4: 26,135 shares; 2026Q1: 26,297 shares; 2026Q2: 26,297 shares 26,297 $1.28M 0.02% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,364 shares; 2025Q1: 4,117 shares; 2025Q2: 4,037 shares; 2025Q3: 19,032 shares; 2025Q4: 15,700 shares; 2026Q1: 22,139 shares; 2026Q2: 21,653 shares 21,653 $1.27M 0.02% -486 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,007 shares; 2024Q4: 11,177 shares; 2025Q1: 58,792 shares; 2025Q2: 40,221 shares; 2025Q3: 45,490 shares; 2025Q4: 63,041 shares; 2026Q1: 32,455 shares; 2026Q2: 32,275 shares 32,275 $1.27M 0.02% -180 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324 shares; 2024Q4: 994 shares; 2025Q1: 1,186 shares; 2025Q2: 2,262 shares; 2025Q3: 4,612 shares; 2025Q4: 5,818 shares; 2026Q1: 3,758 shares; 2026Q2: 2,992 shares 2,992 $1.26M 0.02% -766 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,612 shares; 2026Q1: 25,085 shares; 2026Q2: 23,990 shares 23,990 $1.26M 0.02% -1,095 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,668 shares; 2025Q3: 18,719 shares; 2025Q4: 35,507 shares; 2026Q1: 25,477 shares; 2026Q2: 24,854 shares 24,854 $1.25M 0.02% -623 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,936 shares; 2026Q1: 25,381 shares; 2026Q2: 23,264 shares 23,264 $1.25M 0.02% -2,117 Timeline JANJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,420 shares; 2024Q4: 11,420 shares; 2025Q1: 42,170 shares; 2025Q2: 49,120 shares; 2025Q3: 49,870 shares; 2025Q4: 49,870 shares; 2026Q1: 50,870 shares; 2026Q2: 50,870 shares 50,870 $1.23M 0.02% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,123 shares; 2026Q1: 15,292 shares; 2026Q2: 12,793 shares 12,793 $1.23M 0.02% -2,499 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 3,495 shares; 2025Q1: 4,866 shares; 2025Q2: 6,921 shares; 2025Q3: 7,853 shares; 2025Q4: 5,698 shares; 2026Q1: 5,618 shares; 2026Q2: 4,598 shares 4,598 $1.23M 0.02% -1,020 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,477 shares; 2026Q1: 3,837 shares; 2026Q2: 3,384 shares 3,384 $1.23M 0.02% -453 Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,192 shares; 2026Q2: 38,756 shares 38,756 $1.22M 0.02% -1,436 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; 2024Q3: 2,637 shares; 2024Q4: 2,863 shares; 2025Q1: 2,942 shares; 2025Q2: 2,889 shares; 2025Q3: 2,870 shares; 2025Q4: 8,952 shares; 2026Q1: 8,982 shares; 2026Q2: 4,356 shares 4,356 $1.22M 0.02% -4,626 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,918 shares; 2024Q4: 9,983 shares; 2025Q1: 9,740 shares; 2025Q2: 13,490 shares; 2025Q3: 12,810 shares; 2025Q4: 14,957 shares; 2026Q1: 16,978 shares; 2026Q2: 17,134 shares 17,134 $1.22M 0.02% +156 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,655 shares; 2025Q1: not reported; 2025Q2: 5,899 shares; 2025Q3: 7,156 shares; 2025Q4: 22,699 shares; 2026Q1: 47,416 shares; 2026Q2: 44,563 shares 44,563 $1.21M 0.02% -2,853 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,521 shares; 2024Q4: 7,514 shares; 2025Q1: 8,546 shares; 2025Q2: 6,825 shares; 2025Q3: 7,017 shares; 2025Q4: 10,506 shares; 2026Q1: 10,689 shares; 2026Q2: 7,440 shares 7,440 $1.21M 0.02% -3,249 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,802 shares; 2024Q4: 7,450 shares; 2025Q1: 8,524 shares; 2025Q2: 7,444 shares; 2025Q3: 7,361 shares; 2025Q4: 15,075 shares; 2026Q1: 13,994 shares; 2026Q2: 12,829 shares 12,829 $1.2M 0.02% -1,165 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,229 shares; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: 2,581 shares; 2025Q3: 2,369 shares; 2025Q4: 5,098 shares; 2026Q1: 7,355 shares; 2026Q2: 7,364 shares 7,364 $1.19M 0.02% +9 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,246 shares; 2025Q2: 16,409 shares; 2025Q3: 14,196 shares; 2025Q4: 27,510 shares; 2026Q1: 28,633 shares; 2026Q2: 23,844 shares 23,844 $1.19M 0.02% -4,789 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,684 shares; 2024Q4: 13,215 shares; 2025Q1: 12,809 shares; 2025Q2: 16,870 shares; 2025Q3: 18,954 shares; 2025Q4: 19,365 shares; 2026Q1: 17,994 shares; 2026Q2: 19,787 shares 19,787 $1.19M 0.02% +1,793 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,700 shares; 2026Q1: 24,450 shares; 2026Q2: 24,450 shares 24,450 $1.19M 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,145 shares; 2024Q4: 25,251 shares; 2025Q1: 19,641 shares; 2025Q2: 18,896 shares; 2025Q3: 20,560 shares; 2025Q4: 29,049 shares; 2026Q1: 30,490 shares; 2026Q2: 28,281 shares 28,281 $1.18M 0.02% -2,209 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,522 shares; 2024Q4: 10,501 shares; 2025Q1: 12,001 shares; 2025Q2: 11,402 shares; 2025Q3: 11,532 shares; 2025Q4: 20,615 shares; 2026Q1: 17,034 shares; 2026Q2: 13,173 shares 13,173 $1.18M 0.02% -3,861 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,290 shares; 2026Q1: 11,909 shares; 2026Q2: 8,013 shares 8,013 $1.18M 0.02% -3,896 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,375 shares; 2026Q2: 33,057 shares 33,057 $1.18M 0.02% +7,682 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,216 shares; 2024Q4: 3,331 shares; 2025Q1: 3,500 shares; 2025Q2: 3,631 shares; 2025Q3: 3,562 shares; 2025Q4: 4,881 shares; 2026Q1: 5,188 shares; 2026Q2: 5,187 shares 5,187 $1.16M 0.02% -1 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,193 shares; 2025Q2: 24,300 shares; 2025Q3: 28,776 shares; 2025Q4: 33,587 shares; 2026Q1: 32,692 shares; 2026Q2: 33,309 shares 33,309 $1.16M 0.02% +617 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 20,497 shares; 2026Q1: 20,915 shares; 2026Q2: 19,848 shares 19,848 $1.16M 0.02% -1,067 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,876 shares; 2026Q2: 32,134 shares 32,134 $1.16M 0.02% +5,258 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,975 shares; 2024Q4: 8,962 shares; 2025Q1: 9,829 shares; 2025Q2: 5,411 shares; 2025Q3: 7,418 shares; 2025Q4: 7,678 shares; 2026Q1: 7,955 shares; 2026Q2: 7,930 shares 7,930 $1.16M 0.02% -25 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,511 shares; 2025Q3: 37,633 shares; 2025Q4: 39,894 shares; 2026Q1: 49,961 shares; 2026Q2: 50,328 shares 50,328 $1.16M 0.02% +367 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,257 shares; 2024Q4: 26,288 shares; 2025Q1: 24,112 shares; 2025Q2: 23,766 shares; 2025Q3: 35,277 shares; 2025Q4: 36,814 shares; 2026Q1: 35,722 shares; 2026Q2: 35,722 shares 35,722 $1.16M 0.02% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,485 shares; 2024Q4: 2,390 shares; 2025Q1: 2,391 shares; 2025Q2: 2,368 shares; 2025Q3: 2,340 shares; 2025Q4: 9,444 shares; 2026Q1: 9,437 shares; 2026Q2: 9,287 shares 9,287 $1.16M 0.02% -150 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 31,525 shares; 2025Q2: 34,925 shares; 2025Q3: 33,829 shares; 2025Q4: 31,348 shares; 2026Q1: 31,348 shares; 2026Q2: 31,348 shares 31,348 $1.15M 0.02% 0 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,722 shares; 2026Q2: 14,722 shares 14,722 $1.15M 0.02% 0 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,840 shares; 2024Q4: 14,159 shares; 2025Q1: 13,369 shares; 2025Q2: 13,748 shares; 2025Q3: 14,623 shares; 2025Q4: 15,991 shares; 2026Q1: 32,188 shares; 2026Q2: 30,915 shares 30,915 $1.14M 0.02% -1,273 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,116 shares; 2025Q3: 3,029 shares; 2025Q4: 4,028 shares; 2026Q1: 2,773 shares; 2026Q2: 2,771 shares 2,771 $1.14M 0.02% -2 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,332 shares; 2026Q1: 23,865 shares; 2026Q2: 21,546 shares 21,546 $1.14M 0.02% -2,319 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,887 shares; 2024Q4: 20,885 shares; 2025Q1: 20,448 shares; 2025Q2: 13,900 shares; 2025Q3: 16,996 shares; 2025Q4: 31,386 shares; 2026Q1: 12,211 shares; 2026Q2: 12,065 shares 12,065 $1.14M 0.02% -146 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,864 shares; 2024Q4: 25,443 shares; 2025Q1: 25,302 shares; 2025Q2: 24,659 shares; 2025Q3: 22,767 shares; 2025Q4: 25,167 shares; 2026Q1: 23,848 shares; 2026Q2: 24,779 shares 24,779 $1.13M 0.02% +931 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,729 shares; 2024Q4: 53,364 shares; 2025Q1: 52,702 shares; 2025Q2: 48,584 shares; 2025Q3: 61,223 shares; 2025Q4: 72,102 shares; 2026Q1: 73,077 shares; 2026Q2: 64,767 shares 64,767 $1.11M 0.02% -8,310 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,766 shares; 2024Q4: 6,311 shares; 2025Q1: 6,294 shares; 2025Q2: 6,478 shares; 2025Q3: 6,422 shares; 2025Q4: 6,739 shares; 2026Q1: 6,082 shares; 2026Q2: 6,038 shares 6,038 $1.11M 0.02% -44 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,264 shares; 2026Q2: 26,264 shares 26,264 $1.11M 0.02% 0 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,780 shares; 2024Q4: 24,877 shares; 2025Q1: 24,184 shares; 2025Q2: 22,788 shares; 2025Q3: 22,893 shares; 2025Q4: 46,906 shares; 2026Q1: 47,755 shares; 2026Q2: 52,375 shares 52,375 $1.11M 0.02% +4,620 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,362 shares; 2025Q4: 7,162 shares; 2026Q1: 3,726 shares; 2026Q2: 3,713 shares 3,713 $1.11M 0.02% -13 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 743 shares; 2025Q1: 948 shares; 2025Q2: 2,564 shares; 2025Q3: 2,604 shares; 2025Q4: 3,409 shares; 2026Q1: 3,016 shares; 2026Q2: 3,019 shares 3,019 $1.11M 0.02% +3 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,632 shares; 2025Q1: 4,578 shares; 2025Q2: 4,929 shares; 2025Q3: 6,878 shares; 2025Q4: 10,469 shares; 2026Q1: 12,519 shares; 2026Q2: 13,844 shares 13,844 $1.1M 0.02% +1,325 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,900 shares; 2026Q2: 31,708 shares 31,708 $1.09M 0.02% +12,808 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,027 shares; 2024Q4: 17,436 shares; 2025Q1: 19,149 shares; 2025Q2: 36,011 shares; 2025Q3: 31,131 shares; 2025Q4: 41,467 shares; 2026Q1: 39,685 shares; 2026Q2: 35,682 shares 35,682 $1.08M 0.02% -4,003 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,411 shares; 2026Q2: 45,359 shares 45,359 $1.08M 0.02% +9,948 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,400 shares; 2024Q4: 25,505 shares; 2025Q1: 26,670 shares; 2025Q2: 26,658 shares; 2025Q3: 31,801 shares; 2025Q4: 32,017 shares; 2026Q1: 31,485 shares; 2026Q2: 31,450 shares 31,450 $1.08M 0.02% -35 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,585 shares; 2024Q4: 19,885 shares; 2025Q1: 26,943 shares; 2025Q2: 9,101 shares; 2025Q3: 8,840 shares; 2025Q4: 19,095 shares; 2026Q1: 30,807 shares; 2026Q2: 34,505 shares 34,505 $1.07M 0.02% +3,698 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,988 shares; 2025Q2: 5,275 shares; 2025Q3: 5,113 shares; 2025Q4: 23,789 shares; 2026Q1: 22,593 shares; 2026Q2: 23,481 shares 23,481 $1.07M 0.02% +888 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,998 shares; 2024Q4: 6,735 shares; 2025Q1: 7,664 shares; 2025Q2: 7,631 shares; 2025Q3: 7,427 shares; 2025Q4: 8,123 shares; 2026Q1: 8,165 shares; 2026Q2: 8,036 shares 8,036 $1.07M 0.02% -129 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,335 shares; 2024Q4: 26,605 shares; 2025Q1: 26,358 shares; 2025Q2: 22,125 shares; 2025Q3: 22,125 shares; 2025Q4: 23,920 shares; 2026Q1: 21,628 shares; 2026Q2: 21,628 shares 21,628 $1.07M 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,748 shares; 2024Q4: 8,430 shares; 2025Q1: 9,170 shares; 2025Q2: 8,843 shares; 2025Q3: 8,655 shares; 2025Q4: 9,484 shares; 2026Q1: 8,682 shares; 2026Q2: 8,678 shares 8,678 $1.06M 0.02% -4 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,709 shares; 2024Q4: 76,056 shares; 2025Q1: 84,484 shares; 2025Q2: 83,950 shares; 2025Q3: 83,150 shares; 2025Q4: 32,469 shares; 2026Q1: 29,693 shares; 2026Q2: 18,154 shares 18,154 $1.05M 0.02% -11,539 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 2,342 shares; 2025Q1: 2,266 shares; 2025Q2: 2,039 shares; 2025Q3: 1,974 shares; 2025Q4: 2,207 shares; 2026Q1: 2,213 shares; 2026Q2: 2,005 shares 2,005 $1.05M 0.02% -208 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,578 shares; 2026Q1: 46,667 shares; 2026Q2: 50,134 shares 50,134 $1.05M 0.02% +3,467 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 851 shares; 2025Q3: 841 shares; 2025Q4: 1,902 shares; 2026Q1: 1,829 shares; 2026Q2: 1,828 shares 1,828 $1.03M 0.02% -1 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,788 shares; 2024Q4: 19,005 shares; 2025Q1: 16,984 shares; 2025Q2: 9,154 shares; 2025Q3: 13,378 shares; 2025Q4: 17,337 shares; 2026Q1: 18,391 shares; 2026Q2: 16,312 shares 16,312 $1.02M 0.02% -2,079 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,564 shares; 2025Q1: 18,556 shares; 2025Q2: 18,558 shares; 2025Q3: 18,446 shares; 2025Q4: 19,286 shares; 2026Q1: 19,053 shares; 2026Q2: 19,052 shares 19,052 $1.01M 0.02% -1 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,255 shares; 2026Q2: 19,485 shares 19,485 $1.01M 0.02% +4,230 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,004 shares; 2026Q1: 20,548 shares; 2026Q2: 18,340 shares 18,340 $1.01M 0.02% -2,208 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 712 shares; 2025Q1: 1,093 shares; 2025Q2: 1,752 shares; 2025Q3: 1,236 shares; 2025Q4: 1,691 shares; 2026Q1: 1,573 shares; 2026Q2: 1,356 shares 1,356 $1.01M 0.02% -217 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,045 shares; 2024Q4: 5,773 shares; 2025Q1: 4,090 shares; 2025Q2: 4,091 shares; 2025Q3: 3,775 shares; 2025Q4: 4,327 shares; 2026Q1: 6,277 shares; 2026Q2: 5,854 shares 5,854 $1.01M 0.02% -423 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,502 shares; 2024Q4: 10,431 shares; 2025Q1: 10,276 shares; 2025Q2: 9,570 shares; 2025Q3: 9,592 shares; 2025Q4: 9,895 shares; 2026Q1: 9,930 shares; 2026Q2: 9,856 shares 9,856 $1.01M 0.02% -74 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,184 shares; 2024Q4: 19,069 shares; 2025Q1: 4,455 shares; 2025Q2: 8,660 shares; 2025Q3: 9,690 shares; 2025Q4: 16,122 shares; 2026Q1: 24,493 shares; 2026Q2: 22,231 shares 22,231 $1M 0.02% -2,262 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,360 shares; 2025Q1: 1,685 shares; 2025Q2: 1,810 shares; 2025Q3: 2,494 shares; 2025Q4: 5,111 shares; 2026Q1: 4,907 shares; 2026Q2: 3,475 shares 3,475 $1M 0.02% -1,432 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,593 shares; 2025Q3: 31,593 shares; 2025Q4: 31,593 shares; 2026Q1: 38,270 shares; 2026Q2: 38,270 shares 38,270 $1M 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,141 shares; 2024Q4: 1,510 shares; 2025Q1: 1,800 shares; 2025Q2: 2,179 shares; 2025Q3: 2,768 shares; 2025Q4: 4,588 shares; 2026Q1: 4,846 shares; 2026Q2: 3,429 shares 3,429 $1M 0.02% -1,417 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,666 shares; 2026Q2: 44,520 shares 44,520 $999K 0.02% -146 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,098 shares; 2025Q1: 6,162 shares; 2025Q2: 6,679 shares; 2025Q3: 7,177 shares; 2025Q4: 9,154 shares; 2026Q1: 8,711 shares; 2026Q2: 8,323 shares 8,323 $994K 0.02% -388 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,837 shares; 2024Q4: 16,749 shares; 2025Q1: 15,749 shares; 2025Q2: 16,026 shares; 2025Q3: 16,065 shares; 2025Q4: 17,855 shares; 2026Q1: 33,966 shares; 2026Q2: 37,149 shares 37,149 $990K 0.02% +3,183 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,725 shares; 2024Q4: 31,725 shares; 2025Q1: 24,625 shares; 2025Q2: 24,625 shares; 2025Q3: 24,525 shares; 2025Q4: 31,507 shares; 2026Q1: 39,800 shares; 2026Q2: 33,985 shares 33,985 $988K 0.02% -5,815 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,027 shares; 2025Q1: 6,311 shares; 2025Q2: 7,261 shares; 2025Q3: 3,144 shares; 2025Q4: 3,730 shares; 2026Q1: 11,712 shares; 2026Q2: 12,240 shares 12,240 $988K 0.02% +528 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,565 shares; 2026Q2: 29,504 shares 29,504 $985K 0.02% +1,939 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,843 shares; 2026Q2: 25,843 shares 25,843 $985K 0.02% 0 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,434 shares; 2026Q1: 25,092 shares; 2026Q2: 25,089 shares 25,089 $983K 0.02% -3 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,626 shares; 2025Q2: 4,136 shares; 2025Q3: 4,558 shares; 2025Q4: 11,302 shares; 2026Q1: 11,780 shares; 2026Q2: 11,741 shares 11,741 $974K 0.02% -39 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,103 shares; 2024Q4: 21,615 shares; 2025Q1: 16,002 shares; 2025Q2: 16,340 shares; 2025Q3: 17,044 shares; 2025Q4: 26,191 shares; 2026Q1: 27,302 shares; 2026Q2: 21,203 shares 21,203 $972K 0.02% -6,099 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,439 shares; 2024Q4: 6,416 shares; 2025Q1: 6,441 shares; 2025Q2: 6,298 shares; 2025Q3: 5,180 shares; 2025Q4: 4,907 shares; 2026Q1: 4,778 shares; 2026Q2: 4,752 shares 4,752 $972K 0.02% -26 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,735 shares; 2025Q4: 47,849 shares; 2026Q1: 47,126 shares; 2026Q2: 46,309 shares 46,309 $967K 0.02% -817 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,921 shares; 2024Q4: 29,606 shares; 2025Q1: 30,132 shares; 2025Q2: 29,827 shares; 2025Q3: 29,494 shares; 2025Q4: 30,638 shares; 2026Q1: 11,763 shares; 2026Q2: 11,727 shares 11,727 $963K 0.02% -36 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,453 shares; 2024Q4: not reported; 2025Q1: 3,735 shares; 2025Q2: 3,804 shares; 2025Q3: 4,379 shares; 2025Q4: 5,389 shares; 2026Q1: 5,098 shares; 2026Q2: 4,801 shares 4,801 $961K 0.02% -297 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,688 shares; 2024Q4: 2,442 shares; 2025Q1: 7,530 shares; 2025Q2: 7,199 shares; 2025Q3: 7,319 shares; 2025Q4: 8,063 shares; 2026Q1: 6,724 shares; 2026Q2: 6,693 shares 6,693 $960K 0.02% -31 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,823 shares; 2024Q4: 6,996 shares; 2025Q1: 7,089 shares; 2025Q2: 8,339 shares; 2025Q3: 8,144 shares; 2025Q4: 8,212 shares; 2026Q1: 8,496 shares; 2026Q2: 8,552 shares 8,552 $955K 0.02% +56 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,778 shares; 2025Q4: 16,496 shares; 2026Q1: 18,590 shares; 2026Q2: 18,590 shares 18,590 $953K 0.02% 0 Timeline RLTY COHEN & STEERS REAL ESTATE O More: the full row for COHEN & STEERS REAL ESTATE O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,650 shares; 2026Q1: 65,550 shares; 2026Q2: 65,550 shares 65,550 $953K 0.02% 0 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,994 shares; 2024Q4: 13,139 shares; 2025Q1: 13,139 shares; 2025Q2: 13,139 shares; 2025Q3: 13,125 shares; 2025Q4: 13,217 shares; 2026Q1: 13,217 shares; 2026Q2: 13,217 shares 13,217 $949K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,201 shares; 2024Q4: 9,276 shares; 2025Q1: 9,088 shares; 2025Q2: 3,757 shares; 2025Q3: 3,780 shares; 2025Q4: 4,171 shares; 2026Q1: 5,058 shares; 2026Q2: 4,895 shares 4,895 $945K 0.02% -163 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,248 shares; 2024Q4: 9,487 shares; 2025Q1: 11,769 shares; 2025Q2: 13,137 shares; 2025Q3: 12,697 shares; 2025Q4: 25,704 shares; 2026Q1: 18,279 shares; 2026Q2: 11,004 shares 11,004 $941K 0.02% -7,275 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,974 shares; 2025Q4: 77,379 shares; 2026Q1: 79,067 shares; 2026Q2: 76,439 shares 76,439 $938K 0.02% -2,628 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,497 shares; 2026Q1: 26,220 shares; 2026Q2: 24,643 shares 24,643 $937K 0.02% -1,577 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,226 shares; 2024Q4: 27,002 shares; 2025Q1: 34,522 shares; 2025Q2: 33,247 shares; 2025Q3: 52,685 shares; 2025Q4: 46,124 shares; 2026Q1: 45,915 shares; 2026Q2: 45,850 shares 45,850 $936K 0.02% -65 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,557 shares; 2024Q4: 15,238 shares; 2025Q1: 15,238 shares; 2025Q2: 18,254 shares; 2025Q3: 18,384 shares; 2025Q4: 19,025 shares; 2026Q1: 19,748 shares; 2026Q2: 19,748 shares 19,748 $935K 0.02% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 21,794 shares; 2025Q1: 25,608 shares; 2025Q2: 23,418 shares; 2025Q3: 21,848 shares; 2025Q4: 22,628 shares; 2026Q1: 22,521 shares; 2026Q2: 21,299 shares 21,299 $933K 0.02% -1,222 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,085 shares; 2026Q1: 26,770 shares; 2026Q2: 25,122 shares 25,122 $928K 0.02% -1,648 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,643 shares; 2024Q4: 13,107 shares; 2025Q1: 12,001 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,242 shares; 2026Q1: 69,722 shares; 2026Q2: 52,351 shares 52,351 $928K 0.02% -17,371 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,359 shares; 2026Q2: 26,019 shares 26,019 $927K 0.02% +1,660 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,068 shares; 2024Q4: 5,938 shares; 2025Q1: 7,189 shares; 2025Q2: 7,417 shares; 2025Q3: 10,172 shares; 2025Q4: 13,422 shares; 2026Q1: 14,159 shares; 2026Q2: 12,904 shares 12,904 $923K 0.02% -1,255 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,598 shares; 2024Q4: 3,505 shares; 2025Q1: 3,505 shares; 2025Q2: 3,510 shares; 2025Q3: 3,505 shares; 2025Q4: 3,748 shares; 2026Q1: 3,690 shares; 2026Q2: 3,690 shares 3,690 $919K 0.02% 0 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,101 shares; 2024Q4: 8,848 shares; 2025Q1: 9,772 shares; 2025Q2: 10,378 shares; 2025Q3: 11,448 shares; 2025Q4: 11,982 shares; 2026Q1: 11,160 shares; 2026Q2: 11,160 shares 11,160 $917K 0.02% 0 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,092 shares; 2024Q4: 25,234 shares; 2025Q1: 26,325 shares; 2025Q2: 20,670 shares; 2025Q3: 21,645 shares; 2025Q4: 24,831 shares; 2026Q1: 39,830 shares; 2026Q2: 39,814 shares 39,814 $916K 0.02% -16 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,887 shares; 2026Q1: 27,160 shares; 2026Q2: 25,355 shares 25,355 $912K 0.02% -1,805 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,991 shares; 2025Q1: 5,516 shares; 2025Q2: 8,318 shares; 2025Q3: 8,517 shares; 2025Q4: 14,559 shares; 2026Q1: 14,318 shares; 2026Q2: 13,951 shares 13,951 $910K 0.02% -367 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,387 shares; 2024Q4: 9,976 shares; 2025Q1: 9,782 shares; 2025Q2: 9,208 shares; 2025Q3: 9,130 shares; 2025Q4: 8,360 shares; 2026Q1: 8,122 shares; 2026Q2: 7,522 shares 7,522 $910K 0.02% -600 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,534 shares; 2024Q4: 3,878 shares; 2025Q1: 4,907 shares; 2025Q2: 4,357 shares; 2025Q3: 4,349 shares; 2025Q4: 4,975 shares; 2026Q1: 4,979 shares; 2026Q2: 4,789 shares 4,789 $906K 0.02% -190 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,436 shares; 2024Q4: 5,128 shares; 2025Q1: not reported; 2025Q2: 14,944 shares; 2025Q3: 15,592 shares; 2025Q4: 64,538 shares; 2026Q1: 67,650 shares; 2026Q2: 18,094 shares 18,094 $906K 0.02% -49,556 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,039 shares; 2026Q1: 69,003 shares; 2026Q2: 53,643 shares 53,643 $903K 0.01% -15,360 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,953 shares; 2024Q4: 5,057 shares; 2025Q1: 5,443 shares; 2025Q2: 5,447 shares; 2025Q3: 5,364 shares; 2025Q4: 5,286 shares; 2026Q1: 5,193 shares; 2026Q2: 5,192 shares 5,192 $896K 0.01% -1 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,509 shares; 2024Q4: 16,170 shares; 2025Q1: 23,451 shares; 2025Q2: 20,109 shares; 2025Q3: 19,690 shares; 2025Q4: 20,712 shares; 2026Q1: 21,005 shares; 2026Q2: 20,998 shares 20,998 $892K 0.01% -7 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,758 shares; 2025Q3: 14,761 shares; 2025Q4: 14,657 shares; 2026Q1: 23,466 shares; 2026Q2: 23,466 shares 23,466 $890K 0.01% 0 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,866 shares; 2026Q1: 28,794 shares; 2026Q2: 26,695 shares 26,695 $886K 0.01% -2,099 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,801 shares; 2024Q4: 3,386 shares; 2025Q1: 4,603 shares; 2025Q2: 3,689 shares; 2025Q3: 3,837 shares; 2025Q4: 5,901 shares; 2026Q1: 6,239 shares; 2026Q2: 7,081 shares 7,081 $882K 0.01% +842 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,723 shares; 2025Q2: not reported; 2025Q3: 47,090 shares; 2025Q4: 53,304 shares; 2026Q1: 25,603 shares; 2026Q2: 25,547 shares 25,547 $877K 0.01% -56 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,871 shares; 2024Q4: 72,399 shares; 2025Q1: 121,471 shares; 2025Q2: 66,065 shares; 2025Q3: 66,907 shares; 2025Q4: 62,107 shares; 2026Q1: 19,551 shares; 2026Q2: 19,397 shares 19,397 $876K 0.01% -154 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,673 shares; 2025Q3: 1,963 shares; 2025Q4: 3,128 shares; 2026Q1: 2,352 shares; 2026Q2: 1,819 shares 1,819 $874K 0.01% -533 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,421 shares; 2024Q4: 7,941 shares; 2025Q1: 7,386 shares; 2025Q2: 8,994 shares; 2025Q3: 9,503 shares; 2025Q4: 12,084 shares; 2026Q1: 12,172 shares; 2026Q2: 10,400 shares 10,400 $871K 0.01% -1,772 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,545 shares; 2026Q2: 22,207 shares 22,207 $871K 0.01% +13,662 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,362 shares; 2024Q4: 6,737 shares; 2025Q1: 9,525 shares; 2025Q2: 5,608 shares; 2025Q3: 5,581 shares; 2025Q4: 5,983 shares; 2026Q1: 5,995 shares; 2026Q2: 5,945 shares 5,945 $870K 0.01% -50 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,958 shares; 2024Q4: 3,695 shares; 2025Q1: 7,508 shares; 2025Q2: 4,310 shares; 2025Q3: 4,336 shares; 2025Q4: 8,057 shares; 2026Q1: 7,192 shares; 2026Q2: 5,609 shares 5,609 $869K 0.01% -1,583 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,973 shares; 2024Q4: 5,582 shares; 2025Q1: 5,745 shares; 2025Q2: 6,719 shares; 2025Q3: 7,579 shares; 2025Q4: 14,991 shares; 2026Q1: 17,342 shares; 2026Q2: 17,307 shares 17,307 $868K 0.01% -35 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,340 shares; 2024Q4: 10,581 shares; 2025Q1: 1,708 shares; 2025Q2: 1,716 shares; 2025Q3: 1,632 shares; 2025Q4: 3,738 shares; 2026Q1: 3,741 shares; 2026Q2: 2,346 shares 2,346 $868K 0.01% -1,395 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,665 shares; 2024Q4: 4,665 shares; 2025Q1: 6,554 shares; 2025Q2: 9,231 shares; 2025Q3: 8,905 shares; 2025Q4: 9,179 shares; 2026Q1: 9,196 shares; 2026Q2: 8,922 shares 8,922 $865K 0.01% -274 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,573 shares; 2025Q4: 5,485 shares; 2026Q1: 5,629 shares; 2026Q2: 4,229 shares 4,229 $865K 0.01% -1,400 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,146 shares; 2025Q1: not reported; 2025Q2: 2,231 shares; 2025Q3: 3,627 shares; 2025Q4: 5,280 shares; 2026Q1: 5,535 shares; 2026Q2: 5,403 shares 5,403 $860K 0.01% -132 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,321 shares; 2024Q4: 4,502 shares; 2025Q1: 4,221 shares; 2025Q2: 4,284 shares; 2025Q3: 3,651 shares; 2025Q4: 3,828 shares; 2026Q1: 2,490 shares; 2026Q2: 2,310 shares 2,310 $856K 0.01% -180 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,672 shares; 2026Q1: 24,259 shares; 2026Q2: 24,072 shares 24,072 $856K 0.01% -187 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,943 shares; 2024Q4: 34,019 shares; 2025Q1: 32,327 shares; 2025Q2: 31,856 shares; 2025Q3: 28,359 shares; 2025Q4: 27,590 shares; 2026Q1: 23,855 shares; 2026Q2: 23,785 shares 23,785 $854K 0.01% -70 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 874 shares; 2025Q2: 1,253 shares; 2025Q3: 1,431 shares; 2025Q4: 1,972 shares; 2026Q1: 1,820 shares; 2026Q2: 1,866 shares 1,866 $854K 0.01% +46 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,475 shares; 2024Q4: 20,100 shares; 2025Q1: 20,100 shares; 2025Q2: 13,135 shares; 2025Q3: 13,135 shares; 2025Q4: 13,982 shares; 2026Q1: 17,443 shares; 2026Q2: 19,526 shares 19,526 $853K 0.01% +2,083 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,283 shares; 2026Q1: 8,448 shares; 2026Q2: 9,675 shares 9,675 $850K 0.01% +1,227 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,912 shares; 2024Q4: 5,275 shares; 2025Q1: 5,018 shares; 2025Q2: 5,018 shares; 2025Q3: 5,026 shares; 2025Q4: 6,670 shares; 2026Q1: 6,067 shares; 2026Q2: 5,799 shares 5,799 $847K 0.01% -268 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,271 shares; 2025Q1: 2,756 shares; 2025Q2: 2,891 shares; 2025Q3: 3,046 shares; 2025Q4: 3,290 shares; 2026Q1: 3,378 shares; 2026Q2: 3,378 shares 3,378 $846K 0.01% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,703 shares; 2024Q4: 87,478 shares; 2025Q1: 16,522 shares; 2025Q2: 14,377 shares; 2025Q3: 14,548 shares; 2025Q4: 14,508 shares; 2026Q1: 12,555 shares; 2026Q2: 12,555 shares 12,555 $844K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,920 shares; 2024Q4: 5,958 shares; 2025Q1: 5,893 shares; 2025Q2: 7,107 shares; 2025Q3: 7,515 shares; 2025Q4: 9,695 shares; 2026Q1: 9,505 shares; 2026Q2: 8,686 shares 8,686 $844K 0.01% -819 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,136 shares 30,136 $842K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,351 shares; 2024Q4: 15,223 shares; 2025Q1: 18,466 shares; 2025Q2: 15,865 shares; 2025Q3: 20,308 shares; 2025Q4: 22,901 shares; 2026Q1: 22,599 shares; 2026Q2: 23,613 shares 23,613 $839K 0.01% +1,014 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,786 shares 5,786 $838K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,555 shares; 2025Q1: 4,999 shares; 2025Q2: 7,605 shares; 2025Q3: 7,409 shares; 2025Q4: 10,576 shares; 2026Q1: 9,901 shares; 2026Q2: 8,202 shares 8,202 $830K 0.01% -1,699 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,359 shares; 2024Q4: 13,225 shares; 2025Q1: 13,225 shares; 2025Q2: 13,025 shares; 2025Q3: 13,223 shares; 2025Q4: 18,045 shares; 2026Q1: 16,553 shares; 2026Q2: 14,520 shares 14,520 $828K 0.01% -2,033 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,091 shares; 2024Q4: 13,145 shares; 2025Q1: 2,180 shares; 2025Q2: 2,173 shares; 2025Q3: 2,145 shares; 2025Q4: 3,543 shares; 2026Q1: 3,871 shares; 2026Q2: 2,633 shares 2,633 $827K 0.01% -1,238 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,488 shares; 2026Q1: 39,721 shares; 2026Q2: 39,721 shares 39,721 $826K 0.01% 0 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,120 shares; 2025Q3: 15,065 shares; 2025Q4: 15,717 shares; 2026Q1: 25,935 shares; 2026Q2: 26,116 shares 26,116 $826K 0.01% +181 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,055 shares; 2024Q4: 4,137 shares; 2025Q1: 3,955 shares; 2025Q2: 3,896 shares; 2025Q3: 4,336 shares; 2025Q4: 4,187 shares; 2026Q1: 3,767 shares; 2026Q2: 3,771 shares 3,771 $825K 0.01% +4 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,555 shares; 2026Q1: 38,415 shares; 2026Q2: 38,415 shares 38,415 $824K 0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395 shares; 2026Q1: 1,045 shares; 2026Q2: 1,067 shares 1,067 $821K 0.01% +22 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,952 shares; 2024Q4: 5,971 shares; 2025Q1: 5,975 shares; 2025Q2: 5,841 shares; 2025Q3: 5,544 shares; 2025Q4: 7,181 shares; 2026Q1: 7,958 shares; 2026Q2: 7,956 shares 7,956 $821K 0.01% -2 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,575 shares; 2026Q2: 22,890 shares 22,890 $821K 0.01% -5,685 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 915 shares; 2025Q1: 667 shares; 2025Q2: 565 shares; 2025Q3: 639 shares; 2025Q4: 842 shares; 2026Q1: 840 shares; 2026Q2: 823 shares 823 $817K 0.01% -17 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,826 shares; 2024Q4: 4,844 shares; 2025Q1: 4,854 shares; 2025Q2: 4,853 shares; 2025Q3: 4,811 shares; 2025Q4: 11,378 shares; 2026Q1: 11,366 shares; 2026Q2: 11,366 shares 11,366 $815K 0.01% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,194 shares; 2025Q2: 6,011 shares; 2025Q3: 8,718 shares; 2025Q4: 16,310 shares; 2026Q1: 16,370 shares; 2026Q2: 16,370 shares 16,370 $815K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,309 shares; 2025Q3: 3,343 shares; 2025Q4: 4,555 shares; 2026Q1: 4,466 shares; 2026Q2: 4,228 shares 4,228 $811K 0.01% -238 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,533 shares; 2025Q1: 4,791 shares; 2025Q2: 4,866 shares; 2025Q3: 5,000 shares; 2025Q4: 5,402 shares; 2026Q1: 5,694 shares; 2026Q2: 5,288 shares 5,288 $809K 0.01% -406 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,847 shares; 2024Q4: 15,278 shares; 2025Q1: 15,844 shares; 2025Q2: 15,590 shares; 2025Q3: 8,887 shares; 2025Q4: 38,929 shares; 2026Q1: 35,759 shares; 2026Q2: 31,786 shares 31,786 $806K 0.01% -3,973 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,625 shares; 2025Q1: 6,909 shares; 2025Q2: 6,903 shares; 2025Q3: 8,155 shares; 2025Q4: 12,469 shares; 2026Q1: 12,398 shares; 2026Q2: 11,545 shares 11,545 $798K 0.01% -853 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,911 shares; 2024Q4: 20,932 shares; 2025Q1: 22,795 shares; 2025Q2: 16,790 shares; 2025Q3: 13,071 shares; 2025Q4: 14,268 shares; 2026Q1: 14,304 shares; 2026Q2: 14,282 shares 14,282 $798K 0.01% -22 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,618 shares; 2024Q4: 3,292 shares; 2025Q1: 4,148 shares; 2025Q2: 3,824 shares; 2025Q3: 3,955 shares; 2025Q4: 6,304 shares; 2026Q1: 6,045 shares; 2026Q2: 5,882 shares 5,882 $795K 0.01% -163 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,023 shares; 2025Q4: 37,780 shares; 2026Q1: 40,090 shares; 2026Q2: 39,990 shares 39,990 $794K 0.01% -100 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,919 shares; 2024Q4: 23,922 shares; 2025Q1: 23,925 shares; 2025Q2: 22,727 shares; 2025Q3: 22,729 shares; 2025Q4: 22,272 shares; 2026Q1: 22,273 shares; 2026Q2: 22,273 shares 22,273 $789K 0.01% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,424 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,958 shares; 2026Q1: 10,239 shares; 2026Q2: 7,612 shares 7,612 $784K 0.01% -2,627 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,474 shares; 2026Q1: 29,878 shares; 2026Q2: 29,878 shares 29,878 $783K 0.01% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,578 shares; 2024Q4: 12,522 shares; 2025Q1: 12,443 shares; 2025Q2: 14,256 shares; 2025Q3: 14,223 shares; 2025Q4: 15,718 shares; 2026Q1: 12,699 shares; 2026Q2: 11,580 shares 11,580 $780K 0.01% -1,119 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,967 shares; 2025Q3: not reported; 2025Q4: 23,577 shares; 2026Q1: 28,843 shares; 2026Q2: 29,023 shares 29,023 $773K 0.01% +180 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,846 shares; 2025Q4: 79,193 shares; 2026Q1: 79,600 shares; 2026Q2: 62,624 shares 62,624 $773K 0.01% -16,976 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,174 shares; 2024Q4: 21,486 shares; 2025Q1: 22,777 shares; 2025Q2: 22,798 shares; 2025Q3: 23,104 shares; 2025Q4: 21,503 shares; 2026Q1: 20,972 shares; 2026Q2: 21,036 shares 21,036 $771K 0.01% +64 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,267 shares; 2024Q4: 3,354 shares; 2025Q1: 3,342 shares; 2025Q2: 3,514 shares; 2025Q3: 3,491 shares; 2025Q4: 4,238 shares; 2026Q1: 4,146 shares; 2026Q2: 3,668 shares 3,668 $767K 0.01% -478 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,885 shares; 2025Q4: 29,869 shares; 2026Q1: 30,895 shares; 2026Q2: 30,895 shares 30,895 $765K 0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,142 shares; 2025Q2: not reported; 2025Q3: 9,731 shares; 2025Q4: 16,056 shares; 2026Q1: 16,761 shares; 2026Q2: 16,708 shares 16,708 $757K 0.01% -53 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,939 shares; 2024Q4: 6,434 shares; 2025Q1: 8,044 shares; 2025Q2: 8,362 shares; 2025Q3: 8,002 shares; 2025Q4: 5,533 shares; 2026Q1: 5,431 shares; 2026Q2: 5,367 shares 5,367 $754K 0.01% -64 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,787 shares; 2024Q4: 3,060 shares; 2025Q1: 3,638 shares; 2025Q2: 5,011 shares; 2025Q3: 3,791 shares; 2025Q4: 4,142 shares; 2026Q1: 5,045 shares; 2026Q2: 5,139 shares 5,139 $751K 0.01% +94 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,608 shares; 2024Q4: 7,377 shares; 2025Q1: 7,851 shares; 2025Q2: 7,209 shares; 2025Q3: 7,137 shares; 2025Q4: 9,389 shares; 2026Q1: 8,136 shares; 2026Q2: 8,025 shares 8,025 $749K 0.01% -111 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,024 shares; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: 1,604 shares; 2026Q1: 1,419 shares; 2026Q2: 1,426 shares 1,426 $746K 0.01% +7 Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,399 shares; 2026Q1: 15,762 shares; 2026Q2: 15,762 shares 15,762 $745K 0.01% 0 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,890 shares; 2025Q3: 13,514 shares; 2025Q4: 23,331 shares; 2026Q1: 29,296 shares; 2026Q2: 29,337 shares 29,337 $744K 0.01% +41 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,178 shares; 2026Q2: 36,256 shares 36,256 $735K 0.01% -922 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,504 shares 25,504 $732K 0.01% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,717 shares; 2024Q4: 3,852 shares; 2025Q1: 3,922 shares; 2025Q2: 4,252 shares; 2025Q3: 5,472 shares; 2025Q4: 10,836 shares; 2026Q1: 10,277 shares; 2026Q2: 9,799 shares 9,799 $731K 0.01% -478 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,297 shares; 2026Q2: 15,297 shares 15,297 $730K 0.01% 0 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,340 shares; 2024Q4: 2,440 shares; 2025Q1: 2,337 shares; 2025Q2: 2,337 shares; 2025Q3: 3,772 shares; 2025Q4: 3,892 shares; 2026Q1: 4,573 shares; 2026Q2: 4,573 shares 4,573 $726K 0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,479 shares; 2024Q4: 3,287 shares; 2025Q1: 4,086 shares; 2025Q2: 4,901 shares; 2025Q3: 4,924 shares; 2025Q4: 5,154 shares; 2026Q1: 5,178 shares; 2026Q2: 5,178 shares 5,178 $725K 0.01% 0 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,466 shares; 2026Q1: 23,832 shares; 2026Q2: 28,177 shares 28,177 $723K 0.01% +4,345 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,041 shares; 2025Q3: 4,724 shares; 2025Q4: 7,310 shares; 2026Q1: 7,619 shares; 2026Q2: 7,952 shares 7,952 $720K 0.01% +333 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,257 shares; 2026Q1: 14,363 shares; 2026Q2: 13,961 shares 13,961 $716K 0.01% -402 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,558 shares; 2024Q4: 20,558 shares; 2025Q1: 20,558 shares; 2025Q2: 21,034 shares; 2025Q3: 39,768 shares; 2025Q4: 40,606 shares; 2026Q1: 41,476 shares; 2026Q2: 41,476 shares 41,476 $715K 0.01% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,993 shares; 2024Q4: 20,980 shares; 2025Q1: 7,769 shares; 2025Q2: 6,245 shares; 2025Q3: 11,880 shares; 2025Q4: 16,938 shares; 2026Q1: 16,325 shares; 2026Q2: 16,325 shares 16,325 $713K 0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,496 shares; 2024Q4: 8,918 shares; 2025Q1: 11,327 shares; 2025Q2: 9,123 shares; 2025Q3: 9,244 shares; 2025Q4: 9,952 shares; 2026Q1: 8,754 shares; 2026Q2: 8,425 shares 8,425 $712K 0.01% -329 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 559 shares; 2025Q4: 1,735 shares; 2026Q1: 1,653 shares; 2026Q2: 1,597 shares 1,597 $712K 0.01% -56 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,807 shares; 2025Q4: 10,217 shares; 2026Q1: 10,480 shares; 2026Q2: 10,362 shares 10,362 $709K 0.01% -118 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,830 shares; 2025Q1: 7,930 shares; 2025Q2: 7,830 shares; 2025Q3: 7,830 shares; 2025Q4: 7,830 shares; 2026Q1: 7,830 shares; 2026Q2: 7,830 shares 7,830 $709K 0.01% 0 Timeline SQMX FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,645 shares 20,645 $706K 0.01% new Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202,663 shares; 2026Q1: 231,089 shares; 2026Q2: 230,989 shares 230,989 $705K 0.01% -100 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,092 shares; 2024Q4: 2,524 shares; 2025Q1: 2,228 shares; 2025Q2: 3,829 shares; 2025Q3: 3,699 shares; 2025Q4: 2,789 shares; 2026Q1: 4,286 shares; 2026Q2: 4,734 shares 4,734 $697K 0.01% +448 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,229 shares; 2024Q4: 10,708 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 2,925 shares; 2026Q2: 6,565 shares 6,565 $693K 0.01% +3,640 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,327 shares; 2024Q4: 11,357 shares; 2025Q1: 12,106 shares; 2025Q2: 12,108 shares; 2025Q3: 12,756 shares; 2025Q4: 16,375 shares; 2026Q1: 15,391 shares; 2026Q2: 15,114 shares 15,114 $692K 0.01% -277 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,792 shares; 2024Q4: 4,981 shares; 2025Q1: 5,038 shares; 2025Q2: 4,663 shares; 2025Q3: 5,944 shares; 2025Q4: 12,164 shares; 2026Q1: 12,352 shares; 2026Q2: 6,920 shares 6,920 $689K 0.01% -5,432 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,911 shares; 2024Q4: 10,366 shares; 2025Q1: 9,240 shares; 2025Q2: 9,149 shares; 2025Q3: 8,044 shares; 2025Q4: 12,042 shares; 2026Q1: 10,689 shares; 2026Q2: 10,689 shares 10,689 $688K 0.01% 0 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,521 shares 28,521 $687K 0.01% new Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,117 shares; 2025Q2: 4,103 shares; 2025Q3: 7,244 shares; 2025Q4: 10,010 shares; 2026Q1: 7,646 shares; 2026Q2: 7,090 shares 7,090 $683K 0.01% -556 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,894 shares; 2024Q4: 20,497 shares; 2025Q1: 20,271 shares; 2025Q2: 18,548 shares; 2025Q3: 20,938 shares; 2025Q4: 21,148 shares; 2026Q1: 18,056 shares; 2026Q2: 17,914 shares 17,914 $683K 0.01% -142 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,334 shares; 2024Q4: 2,334 shares; 2025Q1: 2,334 shares; 2025Q2: 2,334 shares; 2025Q3: 3,334 shares; 2025Q4: 3,578 shares; 2026Q1: 7,748 shares; 2026Q2: 7,504 shares 7,504 $681K 0.01% -244 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,472 shares; 2024Q4: 1,696 shares; 2025Q1: 1,840 shares; 2025Q2: 1,639 shares; 2025Q3: 2,136 shares; 2025Q4: 3,664 shares; 2026Q1: 3,831 shares; 2026Q2: 3,419 shares 3,419 $680K 0.01% -412 Timeline JANH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,507 shares; 2024Q4: 36,306 shares; 2025Q1: 43,705 shares; 2025Q2: 51,854 shares; 2025Q3: 48,011 shares; 2025Q4: 46,396 shares; 2026Q1: 28,608 shares; 2026Q2: 28,171 shares 28,171 $677K 0.01% -437 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,707 shares; 2024Q4: 20,531 shares; 2025Q1: 20,281 shares; 2025Q2: 20,378 shares; 2025Q3: 15,978 shares; 2025Q4: 86,263 shares; 2026Q1: 83,769 shares; 2026Q2: 65,614 shares 65,614 $670K 0.01% -18,155 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,306 shares; 2024Q4: 9,725 shares; 2025Q1: 14,819 shares; 2025Q2: 16,172 shares; 2025Q3: 12,404 shares; 2025Q4: 16,134 shares; 2026Q1: 13,331 shares; 2026Q2: 12,171 shares 12,171 $668K 0.01% -1,160 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,064 shares; 2024Q4: 9,099 shares; 2025Q1: 9,137 shares; 2025Q2: 9,636 shares; 2025Q3: 9,334 shares; 2025Q4: 9,566 shares; 2026Q1: 9,489 shares; 2026Q2: 9,489 shares 9,489 $667K 0.01% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,934 shares; 2026Q1: 9,149 shares; 2026Q2: 7,124 shares 7,124 $666K 0.01% -2,025 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,274 shares; 2024Q4: 3,274 shares; 2025Q1: 4,785 shares; 2025Q2: 6,772 shares; 2025Q3: 6,487 shares; 2025Q4: 13,556 shares; 2026Q1: 13,885 shares; 2026Q2: 13,243 shares 13,243 $665K 0.01% -642 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,195 shares; 2024Q4: 4,526 shares; 2025Q1: 4,808 shares; 2025Q2: 6,915 shares; 2025Q3: 7,386 shares; 2025Q4: 10,199 shares; 2026Q1: 7,685 shares; 2026Q2: 6,619 shares 6,619 $664K 0.01% -1,066 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,787 shares; 2025Q1: 9,315 shares; 2025Q2: 10,875 shares; 2025Q3: 10,243 shares; 2025Q4: 10,755 shares; 2026Q1: 8,885 shares; 2026Q2: 8,805 shares 8,805 $662K 0.01% -80 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,926 shares; 2024Q4: 23,926 shares; 2025Q1: 23,926 shares; 2025Q2: 23,926 shares; 2025Q3: 23,926 shares; 2025Q4: 23,179 shares; 2026Q1: 22,896 shares; 2026Q2: 22,896 shares 22,896 $659K 0.01% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,140 shares; 2025Q3: not reported; 2025Q4: 2,376 shares; 2026Q1: 3,783 shares; 2026Q2: 4,223 shares 4,223 $657K 0.01% +440 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,993 shares; 2025Q1: 9,956 shares; 2025Q2: 10,648 shares; 2025Q3: 11,147 shares; 2025Q4: 12,358 shares; 2026Q1: 13,609 shares; 2026Q2: 13,025 shares 13,025 $654K 0.01% -584 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,860 shares; 2024Q4: 10,712 shares; 2025Q1: 10,712 shares; 2025Q2: 10,795 shares; 2025Q3: 9,240 shares; 2025Q4: 9,286 shares; 2026Q1: 9,689 shares; 2026Q2: 9,689 shares 9,689 $653K 0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,635 shares; 2025Q2: 9,241 shares; 2025Q3: 10,861 shares; 2025Q4: 12,080 shares; 2026Q1: 11,325 shares; 2026Q2: 11,296 shares 11,296 $652K 0.01% -29 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,698 shares; 2025Q4: 25,698 shares; 2026Q1: 25,698 shares; 2026Q2: 25,698 shares 25,698 $650K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,237 shares; 2025Q3: 5,802 shares; 2025Q4: 8,225 shares; 2026Q1: 9,744 shares; 2026Q2: 8,731 shares 8,731 $650K 0.01% -1,013 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 290,747 shares; 2025Q1: 324,209 shares; 2025Q2: 315,973 shares; 2025Q3: 314,729 shares; 2025Q4: 320,454 shares; 2026Q1: 25,777 shares; 2026Q2: 25,764 shares 25,764 $649K 0.01% -13 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,745 shares; 2025Q2: 13,745 shares; 2025Q3: 12,595 shares; 2025Q4: 17,782 shares; 2026Q1: 15,213 shares; 2026Q2: 14,998 shares 14,998 $646K 0.01% -215 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,161 shares; 2024Q4: 9,270 shares; 2025Q1: 8,580 shares; 2025Q2: 8,093 shares; 2025Q3: not reported; 2025Q4: 8,797 shares; 2026Q1: 17,101 shares; 2026Q2: 16,701 shares 16,701 $646K 0.01% -400 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,182 shares; 2025Q3: 8,299 shares; 2025Q4: 6,744 shares; 2026Q1: 6,909 shares; 2026Q2: 6,909 shares 6,909 $646K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,244 shares; 2024Q4: 4,490 shares; 2025Q1: 6,000 shares; 2025Q2: 4,387 shares; 2025Q3: 5,350 shares; 2025Q4: 6,402 shares; 2026Q1: 5,985 shares; 2026Q2: 5,559 shares 5,559 $643K 0.01% -426 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,811 shares; 2024Q4: 26,131 shares; 2025Q1: 9,121 shares; 2025Q2: 9,635 shares; 2025Q3: 8,863 shares; 2025Q4: 10,670 shares; 2026Q1: 10,161 shares; 2026Q2: 8,965 shares 8,965 $641K 0.01% -1,196 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,904 shares; 2024Q4: 12,863 shares; 2025Q1: 11,537 shares; 2025Q2: 11,565 shares; 2025Q3: 12,093 shares; 2025Q4: 16,329 shares; 2026Q1: 16,371 shares; 2026Q2: 15,841 shares 15,841 $638K 0.01% -530 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 5,092 shares; 2025Q4: 4,272 shares; 2026Q1: 3,729 shares; 2026Q2: 3,717 shares 3,717 $638K 0.01% -12 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,512 shares; 2024Q4: 5,559 shares; 2025Q1: 5,612 shares; 2025Q2: 5,612 shares; 2025Q3: 5,815 shares; 2025Q4: 6,229 shares; 2026Q1: 6,096 shares; 2026Q2: 5,781 shares 5,781 $635K 0.01% -315 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,811 shares; 2024Q4: 18,829 shares; 2025Q1: 20,811 shares; 2025Q2: 18,310 shares; 2025Q3: 18,310 shares; 2025Q4: 21,336 shares; 2026Q1: 17,213 shares; 2026Q2: 16,935 shares 16,935 $634K 0.01% -278 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,466 shares; 2024Q4: 4,978 shares; 2025Q1: 4,688 shares; 2025Q2: 5,574 shares; 2025Q3: 5,555 shares; 2025Q4: 5,813 shares; 2026Q1: 5,583 shares; 2026Q2: 5,523 shares 5,523 $633K 0.01% -60 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,245 shares; 2024Q4: 49,609 shares; 2025Q1: 45,157 shares; 2025Q2: 42,225 shares; 2025Q3: 41,930 shares; 2025Q4: 7,740 shares; 2026Q1: 7,106 shares; 2026Q2: 7,035 shares 7,035 $629K 0.01% -71 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,422 shares; 2025Q1: 1,808 shares; 2025Q2: 4,219 shares; 2025Q3: 4,053 shares; 2025Q4: 4,240 shares; 2026Q1: 3,972 shares; 2026Q2: 3,983 shares 3,983 $629K 0.01% +11 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,519 shares 6,519 $626K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,775 shares; 2024Q4: not reported; 2025Q1: 2,816 shares; 2025Q2: 3,531 shares; 2025Q3: 3,655 shares; 2025Q4: 4,629 shares; 2026Q1: 4,548 shares; 2026Q2: 3,996 shares 3,996 $622K 0.01% -552 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,623 shares; 2025Q1: 7,714 shares; 2025Q2: 6,314 shares; 2025Q3: 2,975 shares; 2025Q4: 3,797 shares; 2026Q1: 3,798 shares; 2026Q2: 3,403 shares 3,403 $619K 0.01% -395 Timeline ULVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,449 shares; 2026Q2: 6,449 shares 6,449 $616K 0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,744 shares; 2025Q1: 2,848 shares; 2025Q2: 2,836 shares; 2025Q3: 2,861 shares; 2025Q4: 6,004 shares; 2026Q1: 7,716 shares; 2026Q2: 6,653 shares 6,653 $614K 0.01% -1,063 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,611 shares; 2025Q3: 2,648 shares; 2025Q4: 2,403 shares; 2026Q1: 2,107 shares; 2026Q2: 2,107 shares 2,107 $612K 0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,770 shares; 2024Q4: 6,770 shares; 2025Q1: 6,770 shares; 2025Q2: 6,712 shares; 2025Q3: 6,712 shares; 2025Q4: 11,119 shares; 2026Q1: 13,389 shares; 2026Q2: 13,259 shares 13,259 $612K 0.01% -130 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,496 shares; 2025Q1: 4,616 shares; 2025Q2: 6,788 shares; 2025Q3: 8,630 shares; 2025Q4: 9,106 shares; 2026Q1: 7,793 shares; 2026Q2: 7,690 shares 7,690 $611K 0.01% -103 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,816 shares; 2026Q2: 35,955 shares 35,955 $611K 0.01% -4,861 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,510 shares; 2026Q1: 18,060 shares; 2026Q2: 18,060 shares 18,060 $611K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,925 shares; 2024Q4: 21,706 shares; 2025Q1: 19,098 shares; 2025Q2: 17,474 shares; 2025Q3: 18,109 shares; 2025Q4: 13,403 shares; 2026Q1: 15,010 shares; 2026Q2: 15,897 shares 15,897 $610K 0.01% +887 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,775 shares; 2025Q4: 48,962 shares; 2026Q1: 34,784 shares; 2026Q2: 34,259 shares 34,259 $609K 0.01% -525 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144,276 shares; 2026Q1: 104,545 shares; 2026Q2: 70,801 shares 70,801 $608K 0.01% -33,744 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,294 shares; 2024Q4: 7,560 shares; 2025Q1: 6,231 shares; 2025Q2: 6,419 shares; 2025Q3: 6,691 shares; 2025Q4: 11,815 shares; 2026Q1: 12,522 shares; 2026Q2: 8,116 shares 8,116 $607K 0.01% -4,406 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,236 shares; 2024Q4: 12,939 shares; 2025Q1: 9,414 shares; 2025Q2: 10,567 shares; 2025Q3: 7,916 shares; 2025Q4: 22,154 shares; 2026Q1: 20,302 shares; 2026Q2: 20,203 shares 20,203 $607K 0.01% -99 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,843 shares; 2026Q2: 15,645 shares 15,645 $607K 0.01% +3,802 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,206 shares; 2024Q4: 2,476 shares; 2025Q1: 2,555 shares; 2025Q2: 2,623 shares; 2025Q3: 2,633 shares; 2025Q4: 2,733 shares; 2026Q1: 3,252 shares; 2026Q2: 3,060 shares 3,060 $602K 0.01% -192 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,507 shares; 2024Q4: 10,918 shares; 2025Q1: 11,292 shares; 2025Q2: 11,292 shares; 2025Q3: 11,292 shares; 2025Q4: 12,709 shares; 2026Q1: 12,893 shares; 2026Q2: 11,465 shares 11,465 $601K 0.01% -1,428 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,884 shares; 2024Q4: 26,528 shares; 2025Q1: 6,436 shares; 2025Q2: 7,286 shares; 2025Q3: 6,660 shares; 2025Q4: 7,830 shares; 2026Q1: 8,227 shares; 2026Q2: 8,433 shares 8,433 $601K 0.01% +206 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,834 shares; 2025Q4: 67,694 shares; 2026Q1: 68,065 shares; 2026Q2: 60,725 shares 60,725 $599K 0.01% -7,340 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,320 shares; 2024Q4: 11,265 shares; 2025Q1: 14,301 shares; 2025Q2: 8,716 shares; 2025Q3: 9,220 shares; 2025Q4: 11,951 shares; 2026Q1: 12,575 shares; 2026Q2: 11,759 shares 11,759 $599K 0.01% -816 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,757 shares; 2024Q4: 4,963 shares; 2025Q1: 4,992 shares; 2025Q2: 4,972 shares; 2025Q3: 4,968 shares; 2025Q4: 4,835 shares; 2026Q1: 4,583 shares; 2026Q2: 4,408 shares 4,408 $597K 0.01% -175 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 3,178 shares; 2026Q1: 3,073 shares; 2026Q2: 3,069 shares 3,069 $596K 0.01% -4 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,168 shares; 2024Q4: 45,348 shares; 2025Q1: 39,678 shares; 2025Q2: 44,872 shares; 2025Q3: 38,847 shares; 2025Q4: 125,292 shares; 2026Q1: 68,502 shares; 2026Q2: 49,727 shares 49,727 $596K 0.01% -18,775 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,318 shares; 2026Q1: 11,688 shares; 2026Q2: 11,688 shares 11,688 $596K 0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,210 shares; 2026Q1: 8,222 shares; 2026Q2: 6,381 shares 6,381 $591K 0.01% -1,841 Timeline HFGO HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,325 shares; 2026Q2: 20,082 shares 20,082 $589K 0.01% +757 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,690 shares; 2024Q4: 5,690 shares; 2025Q1: 5,390 shares; 2025Q2: 5,390 shares; 2025Q3: 5,390 shares; 2025Q4: 14,075 shares; 2026Q1: 14,217 shares; 2026Q2: 13,701 shares 13,701 $588K 0.01% -516 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,459 shares; 2025Q3: 8,411 shares; 2025Q4: 7,176 shares; 2026Q1: 6,262 shares; 2026Q2: 6,262 shares 6,262 $586K 0.01% 0 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,968 shares; 2024Q4: 7,223 shares; 2025Q1: 7,510 shares; 2025Q2: 8,336 shares; 2025Q3: 9,654 shares; 2025Q4: 9,873 shares; 2026Q1: 9,498 shares; 2026Q2: 9,493 shares 9,493 $586K 0.01% -5 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,275 shares; 2024Q4: 16,711 shares; 2025Q1: 29,842 shares; 2025Q2: 13,871 shares; 2025Q3: 15,374 shares; 2025Q4: 21,260 shares; 2026Q1: 20,880 shares; 2026Q2: 17,354 shares 17,354 $586K 0.01% -3,526 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,645 shares; 2026Q1: 7,219 shares; 2026Q2: 5,837 shares 5,837 $585K 0.01% -1,382 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,549 shares; 2026Q1: 6,541 shares; 2026Q2: 6,582 shares 6,582 $584K 0.01% +41 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,751 shares; 2025Q1: 2,739 shares; 2025Q2: 3,365 shares; 2025Q3: 3,130 shares; 2025Q4: 2,978 shares; 2026Q1: 2,876 shares; 2026Q2: 2,848 shares 2,848 $583K 0.01% -28 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,913 shares; 2026Q1: 16,043 shares; 2026Q2: 17,281 shares 17,281 $582K 0.01% +1,238 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,887 shares; 2024Q4: 6,791 shares; 2025Q1: 8,101 shares; 2025Q2: 11,653 shares; 2025Q3: 11,104 shares; 2025Q4: 21,575 shares; 2026Q1: 21,198 shares; 2026Q2: 11,916 shares 11,916 $581K 0.01% -9,282 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,972 shares; 2026Q1: 10,561 shares; 2026Q2: 8,923 shares 8,923 $581K 0.01% -1,638 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,475 shares; 2025Q1: not reported; 2025Q2: 2,196 shares; 2025Q3: 2,405 shares; 2025Q4: 2,857 shares; 2026Q1: 2,792 shares; 2026Q2: 2,790 shares 2,790 $580K 0.01% -2 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,265 shares; 2024Q4: 9,635 shares; 2025Q1: 14,861 shares; 2025Q2: 8,604 shares; 2025Q3: 8,565 shares; 2025Q4: 6,228 shares; 2026Q1: 9,077 shares; 2026Q2: 9,060 shares 9,060 $579K 0.01% -17 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,235 shares; 2024Q4: 27,086 shares; 2025Q1: 28,671 shares; 2025Q2: 28,597 shares; 2025Q3: 32,118 shares; 2025Q4: 43,221 shares; 2026Q1: 44,372 shares; 2026Q2: 45,184 shares 45,184 $578K 0.01% +812 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,884 shares; 2026Q1: 5,851 shares; 2026Q2: 5,851 shares 5,851 $575K 0.01% 0 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,106 shares; 2024Q4: 15,294 shares; 2025Q1: 16,373 shares; 2025Q2: 17,211 shares; 2025Q3: 17,710 shares; 2025Q4: 19,398 shares; 2026Q1: 20,998 shares; 2026Q2: 20,998 shares 20,998 $573K 0.01% 0 Timeline WBIG ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,449 shares; 2026Q2: 22,102 shares 22,102 $571K 0.01% -8,347 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,606 shares; 2025Q1: 4,912 shares; 2025Q2: 6,972 shares; 2025Q3: 5,851 shares; 2025Q4: 8,001 shares; 2026Q1: 10,424 shares; 2026Q2: 8,801 shares 8,801 $570K 0.01% -1,623 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,787 shares; 2024Q4: 2,952 shares; 2025Q1: 6,321 shares; 2025Q2: 5,752 shares; 2025Q3: 5,785 shares; 2025Q4: 6,930 shares; 2026Q1: 6,079 shares; 2026Q2: 5,927 shares 5,927 $569K 0.01% -152 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,996 shares; 2025Q2: 6,449 shares; 2025Q3: 8,195 shares; 2025Q4: 15,338 shares; 2026Q1: 14,625 shares; 2026Q2: 9,304 shares 9,304 $567K 0.01% -5,321 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,608 shares; 2025Q1: 12,019 shares; 2025Q2: 10,512 shares; 2025Q3: 10,501 shares; 2025Q4: 11,285 shares; 2026Q1: 11,844 shares; 2026Q2: 12,177 shares 12,177 $566K 0.01% +333 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,293 shares; 2026Q1: 23,591 shares; 2026Q2: 23,591 shares 23,591 $566K 0.01% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,200 shares; 2025Q1: 5,100 shares; 2025Q2: 6,700 shares; 2025Q3: 5,900 shares; 2025Q4: 6,752 shares; 2026Q1: 12,282 shares; 2026Q2: 12,154 shares 12,154 $565K 0.01% -128 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,097 shares; 2024Q4: 1,299 shares; 2025Q1: 2,328 shares; 2025Q2: 1,393 shares; 2025Q3: 1,055 shares; 2025Q4: 1,054 shares; 2026Q1: 948 shares; 2026Q2: 949 shares 949 $563K 0.01% +1 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,115 shares; 2025Q4: 44,459 shares; 2026Q1: 54,483 shares; 2026Q2: 54,483 shares 54,483 $560K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,753 shares; 2025Q2: 19,868 shares; 2025Q3: 22,329 shares; 2025Q4: 33,483 shares; 2026Q1: 23,915 shares; 2026Q2: 27,218 shares 27,218 $559K 0.01% +3,303 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,609 shares; 2025Q2: 10,529 shares; 2025Q3: 11,009 shares; 2025Q4: 20,989 shares; 2026Q1: 21,733 shares; 2026Q2: 21,733 shares 21,733 $555K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,557 shares; 2024Q4: 3,934 shares; 2025Q1: 2,980 shares; 2025Q2: 4,670 shares; 2025Q3: 5,797 shares; 2025Q4: 5,744 shares; 2026Q1: 5,862 shares; 2026Q2: 5,798 shares 5,798 $555K 0.01% -64 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,310 shares; 2024Q4: 6,817 shares; 2025Q1: 9,703 shares; 2025Q2: 5,629 shares; 2025Q3: 3,941 shares; 2025Q4: 6,298 shares; 2026Q1: 5,586 shares; 2026Q2: 5,028 shares 5,028 $555K 0.01% -558 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,374 shares; 2026Q1: 21,073 shares; 2026Q2: 21,073 shares 21,073 $555K 0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,970 shares; 2026Q1: 5,568 shares; 2026Q2: 5,188 shares 5,188 $554K 0.01% -380 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,745 shares; 2024Q4: 22,330 shares; 2025Q1: 23,818 shares; 2025Q2: 23,220 shares; 2025Q3: 31,526 shares; 2025Q4: 36,813 shares; 2026Q1: 42,356 shares; 2026Q2: 34,630 shares 34,630 $554K 0.01% -7,726 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,203 shares; 2024Q4: 30,856 shares; 2025Q1: 30,382 shares; 2025Q2: 28,856 shares; 2025Q3: not reported; 2025Q4: 15,283 shares; 2026Q1: 15,413 shares; 2026Q2: 13,252 shares 13,252 $553K 0.01% -2,161 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,158 shares; 2026Q2: 13,158 shares 13,158 $551K 0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,075 shares; 2026Q1: 1,094 shares; 2026Q2: 1,114 shares 1,114 $551K 0.01% +20 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,849 shares; 2024Q4: 43,297 shares; 2025Q1: 43,297 shares; 2025Q2: 43,297 shares; 2025Q3: 43,297 shares; 2025Q4: 43,297 shares; 2026Q1: 43,297 shares; 2026Q2: 43,297 shares 43,297 $551K 0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,406 shares; 2026Q1: 10,406 shares; 2026Q2: 10,406 shares 10,406 $550K 0.01% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,256 shares; 2025Q4: 58,434 shares; 2026Q1: 9,949 shares; 2026Q2: 10,301 shares 10,301 $548K 0.01% +352 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,412 shares; 2024Q4: 8,724 shares; 2025Q1: 7,694 shares; 2025Q2: 7,549 shares; 2025Q3: 6,767 shares; 2025Q4: 6,768 shares; 2026Q1: 6,021 shares; 2026Q2: 6,021 shares 6,021 $548K 0.01% 0 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,002 shares; 2026Q1: 1,001 shares; 2026Q2: 1,001 shares 1,001 $545K 0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,250 shares; 2024Q4: 21,100 shares; 2025Q1: 21,100 shares; 2025Q2: 21,100 shares; 2025Q3: 20,100 shares; 2025Q4: 21,542 shares; 2026Q1: 24,996 shares; 2026Q2: 24,396 shares 24,396 $545K 0.01% -600 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,126 shares; 2026Q1: 21,452 shares; 2026Q2: 21,627 shares 21,627 $545K 0.01% +175 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 362 shares; 2025Q2: 549 shares; 2025Q3: 510 shares; 2025Q4: 798 shares; 2026Q1: 845 shares; 2026Q2: 737 shares 737 $544K 0.01% -108 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,969 shares; 2026Q1: 6,969 shares; 2026Q2: 6,969 shares 6,969 $542K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,506 shares; 2025Q1: 1,031 shares; 2025Q2: not reported; 2025Q3: 1,392 shares; 2025Q4: 2,078 shares; 2026Q1: 1,953 shares; 2026Q2: 1,958 shares 1,958 $542K 0.01% +5 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,796 shares; 2026Q2: 11,287 shares 11,287 $542K 0.01% -509 Timeline RTRE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,759 shares; 2026Q1: 21,626 shares; 2026Q2: 21,626 shares 21,626 $541K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,229 shares; 2026Q2: 2,259 shares 2,259 $539K 0.01% +30 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,621 shares; 2025Q4: 4,578 shares; 2026Q1: 4,684 shares; 2026Q2: 4,546 shares 4,546 $539K 0.01% -138 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,300 shares; 2026Q2: 7,717 shares 7,717 $536K 0.01% -583 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,899 shares; 2024Q4: 4,507 shares; 2025Q1: 4,507 shares; 2025Q2: 4,492 shares; 2025Q3: 4,668 shares; 2025Q4: 4,919 shares; 2026Q1: 4,194 shares; 2026Q2: 4,194 shares 4,194 $532K 0.01% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,318 shares; 2025Q3: 1,336 shares; 2025Q4: 1,104 shares; 2026Q1: 973 shares; 2026Q2: 973 shares 973 $530K 0.01% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,896 shares; 2024Q4: 7,863 shares; 2025Q1: 9,847 shares; 2025Q2: 10,475 shares; 2025Q3: 11,804 shares; 2025Q4: 12,612 shares; 2026Q1: 10,723 shares; 2026Q2: 10,630 shares 10,630 $529K 0.01% -93 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,380 shares; 2026Q1: 7,155 shares; 2026Q2: 6,911 shares 6,911 $529K 0.01% -244 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,675 shares; 2025Q4: 2,029 shares; 2026Q1: 1,996 shares; 2026Q2: 1,996 shares 1,996 $528K 0.01% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,119 shares; 2024Q4: 21,678 shares; 2025Q1: 6,160 shares; 2025Q2: 6,418 shares; 2025Q3: 8,338 shares; 2025Q4: 8,448 shares; 2026Q1: 8,608 shares; 2026Q2: 8,608 shares 8,608 $528K 0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,958 shares; 2025Q1: 6,921 shares; 2025Q2: 6,967 shares; 2025Q3: 7,216 shares; 2025Q4: 8,034 shares; 2026Q1: 8,034 shares; 2026Q2: 7,628 shares 7,628 $526K 0.01% -406 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,182 shares; 2025Q1: 9,632 shares; 2025Q2: 13,225 shares; 2025Q3: 14,575 shares; 2025Q4: 36,472 shares; 2026Q1: 33,968 shares; 2026Q2: 13,795 shares 13,795 $526K 0.01% -20,173 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,025 shares; 2026Q1: 6,625 shares; 2026Q2: 6,622 shares 6,622 $525K 0.01% -3 Timeline QTOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,100 shares; 2024Q4: 11,700 shares; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 15,805 shares; 2026Q1: 15,805 shares; 2026Q2: 15,805 shares 15,805 $524K 0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,558 shares; 2024Q4: 8,247 shares; 2025Q1: 8,239 shares; 2025Q2: 8,684 shares; 2025Q3: 7,624 shares; 2025Q4: 7,871 shares; 2026Q1: 11,195 shares; 2026Q2: 11,198 shares 11,198 $523K 0.01% +3 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,208 shares; 2026Q1: 10,173 shares; 2026Q2: 10,173 shares 10,173 $521K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,476 shares; 2025Q2: 1,655 shares; 2025Q3: 1,603 shares; 2025Q4: 2,716 shares; 2026Q1: 2,857 shares; 2026Q2: 2,861 shares 2,861 $518K 0.01% +4 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,991 shares; 2026Q2: 16,074 shares 16,074 $516K 0.01% -1,917 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,628 shares; 2026Q1: 22,960 shares; 2026Q2: 22,991 shares 22,991 $516K 0.01% +31 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,453 shares; 2024Q4: 9,836 shares; 2025Q1: 18,529 shares; 2025Q2: 8,598 shares; 2025Q3: 9,766 shares; 2025Q4: 14,118 shares; 2026Q1: 14,102 shares; 2026Q2: 10,179 shares 10,179 $515K 0.01% -3,923 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,315 shares; 2025Q3: 5,321 shares; 2025Q4: 6,015 shares; 2026Q1: 7,405 shares; 2026Q2: 7,840 shares 7,840 $512K 0.01% +435 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,384 shares 1,384 $510K 0.01% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,141 shares; 2024Q4: 33,259 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,409 shares; 2025Q4: 13,367 shares; 2026Q1: 22,603 shares; 2026Q2: 22,657 shares 22,657 $507K 0.01% +54 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,854 shares; 2024Q4: 26,929 shares; 2025Q1: 28,233 shares; 2025Q2: 30,586 shares; 2025Q3: 30,849 shares; 2025Q4: 29,166 shares; 2026Q1: 26,038 shares; 2026Q2: 26,095 shares 26,095 $506K 0.01% +57 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,821 shares; 2025Q1: 9,163 shares; 2025Q2: 8,423 shares; 2025Q3: 9,231 shares; 2025Q4: 13,194 shares; 2026Q1: 12,669 shares; 2026Q2: 12,668 shares 12,668 $505K 0.01% -1 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,703 shares; 2026Q2: 10,035 shares 10,035 $505K 0.01% -668 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,087 shares; 2025Q3: 10,087 shares; 2025Q4: 10,087 shares; 2026Q1: 10,087 shares; 2026Q2: 10,087 shares 10,087 $505K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,715 shares; 2024Q4: 5,849 shares; 2025Q1: 5,808 shares; 2025Q2: 6,170 shares; 2025Q3: 5,282 shares; 2025Q4: 9,106 shares; 2026Q1: 7,978 shares; 2026Q2: 6,090 shares 6,090 $504K 0.01% -1,888 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares; 2026Q1: 1,607 shares; 2026Q2: 1,698 shares 1,698 $503K 0.01% +91 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,449 shares; 2025Q3: 1,868 shares; 2025Q4: 2,007 shares; 2026Q1: 1,549 shares; 2026Q2: 1,482 shares 1,482 $502K 0.01% -67 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,726 shares; 2024Q4: 29,393 shares; 2025Q1: 29,926 shares; 2025Q2: 32,189 shares; 2025Q3: 29,679 shares; 2025Q4: 30,037 shares; 2026Q1: 29,950 shares; 2026Q2: 29,946 shares 29,946 $501K 0.01% -4 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,540 shares; 2024Q4: 12,585 shares; 2025Q1: 1,470 shares; 2025Q2: not reported; 2025Q3: 691 shares; 2025Q4: 793 shares; 2026Q1: 1,590 shares; 2026Q2: 1,710 shares 1,710 $500K 0.01% +120 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,115 shares; 2026Q2: 14,337 shares 14,337 $500K 0.01% +222 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,077 shares; 2024Q4: 7,914 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,381 shares; 2026Q2: 4,515 shares 4,515 $499K 0.01% +134 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,728 shares; 2026Q1: 61,420 shares; 2026Q2: 61,073 shares 61,073 $498K 0.01% -347 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 4,912 shares; 2025Q2: 5,011 shares; 2025Q3: 4,157 shares; 2025Q4: 5,709 shares; 2026Q1: 3,126 shares; 2026Q2: 2,870 shares 2,870 $497K 0.01% -256 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,456 shares; 2026Q1: 24,734 shares; 2026Q2: 15,150 shares 15,150 $496K 0.01% -9,584 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,156 shares; 2025Q4: 30,967 shares; 2026Q1: 32,529 shares; 2026Q2: 32,529 shares 32,529 $495K 0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,819 shares; 2025Q4: 4,170 shares; 2026Q1: 4,372 shares; 2026Q2: 3,738 shares 3,738 $495K 0.01% -634 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,475 shares; 2024Q4: 3,530 shares; 2025Q1: 5,107 shares; 2025Q2: 4,284 shares; 2025Q3: 4,316 shares; 2025Q4: 4,687 shares; 2026Q1: 4,101 shares; 2026Q2: 4,011 shares 4,011 $494K 0.01% -90 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,902 shares; 2026Q1: 6,619 shares; 2026Q2: 8,034 shares 8,034 $490K 0.01% +1,415 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,705 shares; 2025Q3: 3,733 shares; 2025Q4: 3,084 shares; 2026Q1: 2,774 shares; 2026Q2: 2,774 shares 2,774 $490K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,450 shares; 2024Q4: 9,744 shares; 2025Q1: 34,372 shares; 2025Q2: 10,151 shares; 2025Q3: 8,105 shares; 2025Q4: 8,587 shares; 2026Q1: 7,170 shares; 2026Q2: 6,696 shares 6,696 $490K 0.01% -474 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,666 shares; 2025Q2: 2,555 shares; 2025Q3: 2,349 shares; 2025Q4: 1,278 shares; 2026Q1: 1,344 shares; 2026Q2: 1,301 shares 1,301 $490K 0.01% -43 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,345 shares; 2024Q4: 10,315 shares; 2025Q1: 7,707 shares; 2025Q2: 7,560 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,390 shares; 2026Q2: 6,390 shares 6,390 $485K 0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,522 shares; 2025Q3: 3,484 shares; 2025Q4: 2,645 shares; 2026Q1: 3,028 shares; 2026Q2: 3,021 shares 3,021 $485K 0.01% -7 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,056 shares; 2024Q4: 12,831 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,003 shares; 2026Q1: 16,708 shares; 2026Q2: 18,224 shares 18,224 $484K 0.01% +1,516 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,117 shares; 2026Q1: 29,776 shares; 2026Q2: 28,819 shares 28,819 $484K 0.01% -957 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 272 shares; 2026Q1: 273 shares; 2026Q2: 250 shares 250 $479K 0.01% -23 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 906 shares; 2025Q2: not reported; 2025Q3: 385 shares; 2025Q4: 842 shares; 2026Q1: 801 shares; 2026Q2: 694 shares 694 $478K 0.01% -107 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,585 shares; 2024Q4: 7,408 shares; 2025Q1: 9,595 shares; 2025Q2: 7,587 shares; 2025Q3: 7,061 shares; 2025Q4: 12,726 shares; 2026Q1: 9,518 shares; 2026Q2: 3,945 shares 3,945 $478K 0.01% -5,573 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,569 shares; 2026Q1: 16,415 shares; 2026Q2: 15,295 shares 15,295 $478K 0.01% -1,120 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,091 shares; 2026Q1: 12,558 shares; 2026Q2: 12,558 shares 12,558 $477K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,902 shares; 2025Q3: 5,719 shares; 2025Q4: 8,537 shares; 2026Q1: 8,349 shares; 2026Q2: 6,017 shares 6,017 $476K 0.01% -2,332 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,865 shares; 2024Q4: 4,002 shares; 2025Q1: 4,002 shares; 2025Q2: 4,003 shares; 2025Q3: 4,000 shares; 2025Q4: 4,021 shares; 2026Q1: 4,021 shares; 2026Q2: 3,971 shares 3,971 $475K 0.01% -50 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,401 shares; 2025Q1: 13,060 shares; 2025Q2: 13,656 shares; 2025Q3: 21,062 shares; 2025Q4: 39,346 shares; 2026Q1: 33,439 shares; 2026Q2: 17,494 shares 17,494 $474K 0.01% -15,945 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,830 shares; 2025Q4: 26,873 shares; 2026Q1: 26,482 shares; 2026Q2: 22,291 shares 22,291 $473K 0.01% -4,191 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,206 shares; 2024Q4: 1,581 shares; 2025Q1: 1,681 shares; 2025Q2: 1,663 shares; 2025Q3: 1,597 shares; 2025Q4: 1,760 shares; 2026Q1: 1,676 shares; 2026Q2: 1,689 shares 1,689 $470K 0.01% +13 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,026 shares; 2025Q4: 50,523 shares; 2026Q1: 52,177 shares; 2026Q2: 52,177 shares 52,177 $469K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,897 shares; 2024Q4: 4,591 shares; 2025Q1: 5,530 shares; 2025Q2: 5,309 shares; 2025Q3: 5,236 shares; 2025Q4: 3,837 shares; 2026Q1: 3,445 shares; 2026Q2: 3,456 shares 3,456 $469K 0.01% +11 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,933 shares; 2024Q4: 4,259 shares; 2025Q1: 4,301 shares; 2025Q2: 3,419 shares; 2025Q3: 3,529 shares; 2025Q4: 3,848 shares; 2026Q1: 3,387 shares; 2026Q2: 3,354 shares 3,354 $469K 0.01% -33 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,700 shares; 2026Q2: 8,895 shares 8,895 $469K 0.01% +195 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,615 shares; 2026Q2: 3,723 shares 3,723 $466K 0.01% +108 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,893 shares; 2024Q4: 22,152 shares; 2025Q1: 11,287 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,263 shares; 2026Q1: 15,212 shares; 2026Q2: 15,041 shares 15,041 $466K 0.01% -171 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,951 shares; 2024Q4: 7,952 shares; 2025Q1: 7,952 shares; 2025Q2: 7,952 shares; 2025Q3: 7,793 shares; 2025Q4: 7,635 shares; 2026Q1: 6,745 shares; 2026Q2: 6,745 shares 6,745 $464K 0.01% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,908 shares; 2024Q4: 35,022 shares; 2025Q1: 36,122 shares; 2025Q2: 20,231 shares; 2025Q3: 8,355 shares; 2025Q4: 5,665 shares; 2026Q1: 4,347 shares; 2026Q2: 4,347 shares 4,347 $464K 0.01% 0 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,695 shares; 2026Q2: 10,695 shares 10,695 $464K 0.01% 0 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,913 shares; 2025Q4: 26,773 shares; 2026Q1: 26,941 shares; 2026Q2: 26,941 shares 26,941 $461K 0.01% 0 Timeline