NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,857 shares; 2024Q4: 85,323 shares; 2025Q1: 87,806 shares; 2025Q2: 96,867 shares; 2025Q3: 107,890 shares; 2025Q4: 100,812 shares; 2026Q1: 237,057 shares; 2026Q2: 247,781 shares 247,781 $52.2M 4.98% +10,724 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,801 shares; 2024Q4: 101,203 shares; 2025Q1: 100,708 shares; 2025Q2: 104,642 shares; 2025Q3: 115,719 shares; 2025Q4: 114,531 shares; 2026Q1: 123,799 shares; 2026Q2: 132,815 shares 132,815 $41.9M 3.99% +9,016 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,785 shares; 2026Q1: 204,583 shares; 2026Q2: 575,587 shares 575,587 $34.4M 3.28% +371,004 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,299 shares; 2024Q4: 30,404 shares; 2025Q1: 33,390 shares; 2025Q2: 34,258 shares; 2025Q3: 32,892 shares; 2025Q4: 35,590 shares; 2026Q1: 37,191 shares; 2026Q2: 40,277 shares 40,277 $30.4M 2.9% +3,086 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,465 shares; 2024Q4: 26,920 shares; 2025Q1: 80,678 shares; 2025Q2: 82,441 shares; 2025Q3: 83,081 shares; 2025Q4: 88,712 shares; 2026Q1: 90,369 shares; 2026Q2: 188,336 shares 188,336 $27.7M 2.64% +97,967 Timeline CLIP 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: 242,492 shares; 2024Q4: 246,659 shares; 2025Q1: 331,909 shares; 2025Q2: 281,383 shares; 2025Q3: 389,253 shares; 2025Q4: 314,872 shares; 2026Q1: 182,383 shares; 2026Q2: 212,895 shares 212,895 $21.3M 2.03% +30,512 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,198 shares; 2024Q4: 24,467 shares; 2025Q1: 25,554 shares; 2025Q2: 32,832 shares; 2025Q3: 32,220 shares; 2025Q4: 37,176 shares; 2026Q1: 41,242 shares; 2026Q2: 43,630 shares 43,630 $16.8M 1.6% +2,388 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,027 shares; 2024Q4: 39,976 shares; 2025Q1: 41,961 shares; 2025Q2: 43,075 shares; 2025Q3: 48,254 shares; 2025Q4: 50,968 shares; 2026Q1: 60,206 shares; 2026Q2: 64,157 shares 64,157 $15.7M 1.5% +3,951 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,692 shares; 2024Q4: 22,269 shares; 2025Q1: 24,109 shares; 2025Q2: 29,066 shares; 2025Q3: 31,608 shares; 2025Q4: 33,339 shares; 2026Q1: 34,891 shares; 2026Q2: 38,963 shares 38,963 $13.9M 1.33% +4,072 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,311 shares; 2024Q4: 73,735 shares; 2025Q1: 76,843 shares; 2025Q2: 88,185 shares; 2025Q3: 101,323 shares; 2025Q4: 107,899 shares; 2026Q1: 113,630 shares; 2026Q2: 139,068 shares 139,068 $13.5M 1.29% +25,438 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,053 shares; 2024Q4: 6,005 shares; 2025Q1: 4,691 shares; 2025Q2: 25,542 shares; 2025Q3: 13,732 shares; 2025Q4: 31,413 shares; 2026Q1: 32,991 shares; 2026Q2: 71,698 shares 71,698 $13.3M 1.27% +38,707 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,214 shares; 2024Q4: 31,034 shares; 2025Q1: 32,533 shares; 2025Q2: 34,668 shares; 2025Q3: 37,205 shares; 2025Q4: 36,670 shares; 2026Q1: 36,768 shares; 2026Q2: 38,726 shares 38,726 $13M 1.24% +1,958 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,549 shares; 2024Q4: 18,743 shares; 2025Q1: 20,706 shares; 2025Q2: 22,800 shares; 2025Q3: 24,900 shares; 2025Q4: 27,478 shares; 2026Q1: 28,800 shares; 2026Q2: 31,753 shares 31,753 $12.7M 1.21% +2,953 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,461 shares; 2024Q4: 32,929 shares; 2025Q1: 32,135 shares; 2025Q2: 32,900 shares; 2025Q3: 36,129 shares; 2025Q4: 36,650 shares; 2026Q1: 34,788 shares; 2026Q2: 28,012 shares 28,012 $11.4M 1.09% -6,776 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,906 shares; 2024Q4: 63,319 shares; 2025Q1: 66,035 shares; 2025Q2: 68,804 shares; 2025Q3: 79,423 shares; 2025Q4: 84,133 shares; 2026Q1: 92,880 shares; 2026Q2: 113,261 shares 113,261 $11.1M 1.06% +20,381 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,948 shares; 2025Q4: 96,482 shares; 2026Q1: 271,003 shares; 2026Q2: 475,561 shares 475,561 $10.6M 1.02% +204,558 Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,460 shares; 2025Q2: 11,465 shares; 2025Q3: 11,549 shares; 2025Q4: 24,910 shares; 2026Q1: 28,409 shares; 2026Q2: 293,636 shares 293,636 $10.4M 0.99% +265,227 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,364 shares; 2024Q4: 10,622 shares; 2025Q1: 10,021 shares; 2025Q2: 11,081 shares; 2025Q3: 13,327 shares; 2025Q4: 13,767 shares; 2026Q1: 13,847 shares; 2026Q2: 14,890 shares 14,890 $9.94M 0.95% +1,043 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,057 shares; 2024Q4: 4,289 shares; 2025Q1: 4,609 shares; 2025Q2: 31,585 shares; 2025Q3: 32,384 shares; 2025Q4: 31,982 shares; 2026Q1: 17,773 shares; 2026Q2: 11,940 shares 11,940 $8.66M 0.83% -5,833 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,408 shares; 2024Q4: 23,214 shares; 2025Q1: 24,387 shares; 2025Q2: 25,576 shares; 2025Q3: 27,656 shares; 2025Q4: 28,103 shares; 2026Q1: 30,192 shares; 2026Q2: 32,380 shares 32,380 $8.32M 0.79% +2,188 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,258 shares; 2024Q4: 4,301 shares; 2025Q1: 3,814 shares; 2025Q2: 4,336 shares; 2025Q3: 8,560 shares; 2025Q4: 9,096 shares; 2026Q1: 11,861 shares; 2026Q2: 13,586 shares 13,586 $7.56M 0.72% +1,725 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,114 shares; 2024Q4: 5,478 shares; 2025Q1: 6,211 shares; 2025Q2: 7,031 shares; 2025Q3: 7,084 shares; 2025Q4: 7,532 shares; 2026Q1: 8,202 shares; 2026Q2: 7,684 shares 7,684 $7.31M 0.7% -518 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,652 shares; 2024Q4: 2,114 shares; 2025Q1: not reported; 2025Q2: 2,336 shares; 2025Q3: 2,214 shares; 2025Q4: 2,217 shares; 2026Q1: 3,764 shares; 2026Q2: 7,452 shares 7,452 $7.3M 0.7% +3,688 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,479 shares; 2024Q4: 79,822 shares; 2025Q1: 5,830 shares; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares; 2025Q4: 5,630 shares; 2026Q1: 8,276 shares; 2026Q2: 67,432 shares 67,432 $6.78M 0.65% +59,156 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,655 shares; 2024Q4: 31,691 shares; 2025Q1: 39,552 shares; 2025Q2: 46,337 shares; 2025Q3: 49,518 shares; 2025Q4: 52,495 shares; 2026Q1: 53,343 shares; 2026Q2: 58,915 shares 58,915 $6.71M 0.64% +5,572 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: 33,398 shares; 2024Q4: 28,248 shares; 2025Q1: 22,089 shares; 2025Q2: 24,274 shares; 2025Q3: 29,741 shares; 2025Q4: 44,139 shares; 2026Q1: 53,098 shares; 2026Q2: 67,040 shares 67,040 $6.7M 0.64% +13,942 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,079 shares; 2024Q4: 71,951 shares; 2025Q1: 82,099 shares; 2025Q2: 85,207 shares; 2025Q3: 81,542 shares; 2025Q4: 88,572 shares; 2026Q1: 96,943 shares; 2026Q2: 88,321 shares 88,321 $6.68M 0.64% -8,622 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,066 shares; 2024Q4: 4,180 shares; 2025Q1: 4,273 shares; 2025Q2: 4,572 shares; 2025Q3: 5,180 shares; 2025Q4: 5,337 shares; 2026Q1: 5,230 shares; 2026Q2: 5,606 shares 5,606 $6.67M 0.64% +376 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,230 shares; 2025Q4: 1,815 shares; 2026Q1: 20,095 shares; 2026Q2: 53,675 shares 53,675 $6.3M 0.6% +33,580 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,709 shares; 2024Q4: 9,024 shares; 2025Q1: 5,565 shares; 2025Q2: 5,712 shares; 2025Q3: 5,697 shares; 2025Q4: 4,651 shares; 2026Q1: 9,107 shares; 2026Q2: 9,827 shares 9,827 $5.92M 0.56% +720 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,921 shares; 2025Q4: 11,441 shares; 2026Q1: 9,710 shares; 2026Q2: 13,599 shares 13,599 $5.92M 0.56% +3,889 Timeline DFAU 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: 20,462 shares; 2026Q2: 112,843 shares 112,843 $5.89M 0.56% +92,381 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,504 shares; 2025Q3: 14,308 shares; 2025Q4: 15,523 shares; 2026Q1: 15,031 shares; 2026Q2: 15,622 shares 15,622 $5.48M 0.52% +591 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159,305 shares; 2025Q3: 159,275 shares; 2025Q4: 159,275 shares; 2026Q1: 154,275 shares; 2026Q2: 154,275 shares 154,275 $5.48M 0.52% 0 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: 5,880 shares; 2024Q4: 5,883 shares; 2025Q1: not reported; 2025Q2: 57,813 shares; 2025Q3: 61,436 shares; 2025Q4: 62,536 shares; 2026Q1: 65,637 shares; 2026Q2: 122,184 shares 122,184 $5.45M 0.52% +56,547 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: 26,407 shares; 2026Q2: 129,193 shares 129,193 $5.42M 0.52% +102,786 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,059 shares; 2025Q4: 1,001 shares; 2026Q1: 1,399 shares; 2026Q2: 18,299 shares 18,299 $5.42M 0.52% +16,900 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,779 shares; 2024Q4: 13,413 shares; 2025Q1: 17,066 shares; 2025Q2: 18,632 shares; 2025Q3: 16,892 shares; 2025Q4: 17,751 shares; 2026Q1: 19,006 shares; 2026Q2: 20,888 shares 20,888 $5.18M 0.49% +1,882 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,088 shares; 2024Q4: 12,222 shares; 2025Q1: 12,360 shares; 2025Q2: 12,547 shares; 2025Q3: 13,039 shares; 2025Q4: 12,106 shares; 2026Q1: 13,558 shares; 2026Q2: 14,495 shares 14,495 $5.15M 0.49% +937 Timeline SMH 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: 1,260 shares; 2025Q2: 2,491 shares; 2025Q3: 3,736 shares; 2025Q4: 5,411 shares; 2026Q1: 6,639 shares; 2026Q2: 8,035 shares 8,035 $4.91M 0.47% +1,396 Timeline MGK 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: 1,945 shares; 2024Q4: 2,140 shares; 2025Q1: 3,683 shares; 2025Q2: 4,997 shares; 2025Q3: 8,640 shares; 2025Q4: 9,490 shares; 2026Q1: 9,779 shares; 2026Q2: 55,088 shares 55,088 $4.91M 0.47% +45,309 Timeline IHE 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: 75,126 shares; 2026Q1: not reported; 2026Q2: 47,786 shares 47,786 $4.8M 0.46% new Timeline AVDE 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: 8,203 shares; 2025Q4: 15,354 shares; 2026Q1: 33,208 shares; 2026Q2: 53,231 shares 53,231 $4.79M 0.46% +20,023 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,688 shares; 2024Q4: 9,122 shares; 2025Q1: 9,920 shares; 2025Q2: 10,819 shares; 2025Q3: 11,458 shares; 2025Q4: 11,536 shares; 2026Q1: 12,140 shares; 2026Q2: 13,383 shares 13,383 $4.59M 0.44% +1,243 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,760 shares; 2024Q4: 25,214 shares; 2025Q1: 24,689 shares; 2025Q2: 25,882 shares; 2025Q3: 27,013 shares; 2025Q4: 27,257 shares; 2026Q1: 24,991 shares; 2026Q2: 25,497 shares 25,497 $4.5M 0.43% +506 Timeline VMBS 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: 44,157 shares; 2024Q4: 55,541 shares; 2025Q1: 59,657 shares; 2025Q2: 60,836 shares; 2025Q3: 80,506 shares; 2025Q4: 85,331 shares; 2026Q1: 88,857 shares; 2026Q2: 96,360 shares 96,360 $4.47M 0.43% +7,503 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,621 shares; 2024Q4: 28,205 shares; 2025Q1: 113,888 shares; 2025Q2: 123,309 shares; 2025Q3: 131,795 shares; 2025Q4: 136,065 shares; 2026Q1: 132,347 shares; 2026Q2: 134,971 shares 134,971 $4.47M 0.43% +2,624 Timeline DFEM 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: 105,738 shares; 2025Q3: 107,572 shares; 2025Q4: 110,355 shares; 2026Q1: 110,966 shares; 2026Q2: 111,890 shares 111,890 $4.47M 0.43% +924 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,173 shares; 2024Q4: 50,476 shares; 2025Q1: 49,266 shares; 2025Q2: 47,433 shares; 2025Q3: 39,176 shares; 2025Q4: 38,389 shares; 2026Q1: 36,954 shares; 2026Q2: 36,272 shares 36,272 $4.4M 0.42% -682 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,783 shares; 2024Q4: 3,786 shares; 2025Q1: 137,273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,805 shares 46,805 $4.38M 0.42% new Timeline CLSE 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: 16,142 shares; 2024Q4: 73,984 shares; 2025Q1: 173,622 shares; 2025Q2: 179,636 shares; 2025Q3: 159,634 shares; 2025Q4: 156,059 shares; 2026Q1: 133,134 shares; 2026Q2: 127,376 shares 127,376 $4.35M 0.42% -5,758 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,418 shares; 2024Q4: 12,212 shares; 2025Q1: 12,169 shares; 2025Q2: 12,177 shares; 2025Q3: 12,142 shares; 2025Q4: 11,825 shares; 2026Q1: 11,832 shares; 2026Q2: 11,494 shares 11,494 $4.1M 0.39% -338 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,776 shares; 2024Q4: 7,061 shares; 2025Q1: 6,680 shares; 2025Q2: 6,746 shares; 2025Q3: 6,956 shares; 2025Q4: 6,871 shares; 2026Q1: 7,832 shares; 2026Q2: 8,286 shares 8,286 $4.09M 0.39% +454 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,558 shares; 2024Q4: 67,241 shares; 2025Q1: 65,284 shares; 2025Q2: 60,744 shares; 2025Q3: 54,082 shares; 2025Q4: 55,925 shares; 2026Q1: 54,831 shares; 2026Q2: 56,808 shares 56,808 $4.08M 0.39% +1,977 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841 shares; 2024Q4: 903 shares; 2025Q1: 1,453 shares; 2025Q2: 2,553 shares; 2025Q3: 5,728 shares; 2025Q4: 5,747 shares; 2026Q1: 5,745 shares; 2026Q2: 5,680 shares 5,680 $3.94M 0.38% -65 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,359 shares; 2024Q4: 9,809 shares; 2025Q1: 10,425 shares; 2025Q2: 11,372 shares; 2025Q3: 12,711 shares; 2025Q4: 13,396 shares; 2026Q1: 14,884 shares; 2026Q2: 28,546 shares 28,546 $3.92M 0.37% +13,662 Timeline SPIB 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: 59,690 shares; 2024Q4: 74,280 shares; 2025Q1: 79,049 shares; 2025Q2: 87,336 shares; 2025Q3: 98,039 shares; 2025Q4: 103,491 shares; 2026Q1: 107,378 shares; 2026Q2: 116,703 shares 116,703 $3.88M 0.37% +9,325 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,934 shares; 2025Q2: 10,196 shares; 2025Q3: 15,269 shares; 2025Q4: 19,089 shares; 2026Q1: 27,982 shares; 2026Q2: 35,772 shares 35,772 $3.73M 0.36% +7,790 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,039 shares; 2024Q4: 15,669 shares; 2025Q1: 17,321 shares; 2025Q2: 18,392 shares; 2025Q3: 19,130 shares; 2025Q4: 20,550 shares; 2026Q1: 26,939 shares; 2026Q2: 29,492 shares 29,492 $3.64M 0.35% +2,553 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,587 shares; 2024Q4: 10,699 shares; 2025Q1: 7,977 shares; 2025Q2: 7,608 shares; 2025Q3: 8,345 shares; 2025Q4: 8,330 shares; 2026Q1: 8,566 shares; 2026Q2: 9,474 shares 9,474 $3.53M 0.34% +908 Timeline DFAX 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: 80,845 shares; 2025Q3: 79,852 shares; 2025Q4: 74,057 shares; 2026Q1: 69,359 shares; 2026Q2: 94,607 shares 94,607 $3.49M 0.33% +25,248 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,296 shares; 2024Q4: 20,031 shares; 2025Q1: 19,812 shares; 2025Q2: 22,544 shares; 2025Q3: 22,802 shares; 2025Q4: 24,176 shares; 2026Q1: 23,684 shares; 2026Q2: 26,852 shares 26,852 $3.4M 0.32% +3,168 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: 12,024 shares; 2024Q4: 13,445 shares; 2025Q1: 15,739 shares; 2025Q2: 17,172 shares; 2025Q3: 18,137 shares; 2025Q4: 19,475 shares; 2026Q1: 21,118 shares; 2026Q2: 36,817 shares 36,817 $3.37M 0.32% +15,699 Timeline VONG 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: 8,303 shares; 2025Q1: 14,252 shares; 2025Q2: 9,828 shares; 2025Q3: 10,009 shares; 2025Q4: 10,553 shares; 2026Q1: 18,230 shares; 2026Q2: 25,935 shares 25,935 $3.31M 0.32% +7,705 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,145 shares; 2024Q4: 69,089 shares; 2025Q1: 74,195 shares; 2025Q2: 83,842 shares; 2025Q3: 99,598 shares; 2025Q4: 108,607 shares; 2026Q1: 82,786 shares; 2026Q2: 89,083 shares 89,083 $3.25M 0.31% +6,297 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,400 shares; 2024Q4: 8,150 shares; 2025Q1: 7,654 shares; 2025Q2: 7,714 shares; 2025Q3: 8,276 shares; 2025Q4: 8,244 shares; 2026Q1: 5,929 shares; 2026Q2: 37,167 shares 37,167 $3.25M 0.31% +31,238 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,081 shares; 2024Q4: 1,123 shares; 2025Q1: 1,136 shares; 2025Q2: 1,250 shares; 2025Q3: 2,289 shares; 2025Q4: 2,237 shares; 2026Q1: 3,672 shares; 2026Q2: 3,544 shares 3,544 $3.25M 0.31% -128 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,836 shares; 2025Q2: 28,913 shares; 2025Q3: 36,653 shares; 2025Q4: 43,395 shares; 2026Q1: 58,029 shares; 2026Q2: 82,201 shares 82,201 $3.24M 0.31% +24,172 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,140 shares; 2024Q4: 30,910 shares; 2025Q1: 35,332 shares; 2025Q2: 38,731 shares; 2025Q3: 43,454 shares; 2025Q4: 46,337 shares; 2026Q1: 47,462 shares; 2026Q2: 54,107 shares 54,107 $3.23M 0.31% +6,645 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,504 shares; 2024Q4: 2,344 shares; 2025Q1: 3,501 shares; 2025Q2: 3,712 shares; 2025Q3: 3,835 shares; 2025Q4: 3,726 shares; 2026Q1: 8,194 shares; 2026Q2: 8,822 shares 8,822 $3.17M 0.3% +628 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,605 shares; 2024Q4: 5,978 shares; 2025Q1: 5,975 shares; 2025Q2: 6,814 shares; 2025Q3: 6,740 shares; 2025Q4: 6,993 shares; 2026Q1: 7,101 shares; 2026Q2: 7,478 shares 7,478 $3.04M 0.29% +377 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,592 shares; 2024Q4: 14,027 shares; 2025Q1: 14,329 shares; 2025Q2: 15,035 shares; 2025Q3: 7,934 shares; 2025Q4: 7,754 shares; 2026Q1: 8,087 shares; 2026Q2: 8,648 shares 8,648 $3.02M 0.29% +561 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,782 shares; 2024Q4: 10,181 shares; 2025Q1: 10,836 shares; 2025Q2: 11,270 shares; 2025Q3: 11,529 shares; 2025Q4: 12,551 shares; 2026Q1: 14,598 shares; 2026Q2: 16,366 shares 16,366 $2.97M 0.28% +1,768 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,289 shares; 2024Q4: 15,336 shares; 2025Q1: 17,749 shares; 2025Q2: 18,872 shares; 2025Q3: 19,248 shares; 2025Q4: 20,090 shares; 2026Q1: 22,050 shares; 2026Q2: 26,815 shares 26,815 $2.92M 0.28% +4,765 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,098 shares; 2024Q4: 5,491 shares; 2025Q1: 6,382 shares; 2025Q2: 6,643 shares; 2025Q3: 6,932 shares; 2025Q4: 7,492 shares; 2026Q1: 20,011 shares; 2026Q2: 18,993 shares 18,993 $2.89M 0.28% -1,018 Timeline DFIC 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: 60,113 shares; 2025Q3: 64,263 shares; 2025Q4: 68,830 shares; 2026Q1: 72,161 shares; 2026Q2: 76,175 shares 76,175 $2.86M 0.27% +4,014 Timeline VGSH 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: 34,769 shares; 2024Q4: 43,312 shares; 2025Q1: 51,535 shares; 2025Q2: 46,388 shares; 2025Q3: 49,214 shares; 2025Q4: 52,233 shares; 2026Q1: 44,797 shares; 2026Q2: 48,610 shares 48,610 $2.82M 0.27% +3,813 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: 12,286 shares; 2025Q1: 11,670 shares; 2025Q2: 10,714 shares; 2025Q3: 12,382 shares; 2025Q4: 11,526 shares; 2026Q1: 12,830 shares; 2026Q2: 14,925 shares 14,925 $2.79M 0.27% +2,095 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 2,543 shares; 2025Q2: 2,186 shares; 2025Q3: 7,844 shares; 2025Q4: 8,972 shares; 2026Q1: 8,543 shares; 2026Q2: 10,219 shares 10,219 $2.77M 0.26% +1,676 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,148 shares; 2025Q3: 30,203 shares; 2025Q4: 31,417 shares; 2026Q1: 33,536 shares; 2026Q2: 33,498 shares 33,498 $2.77M 0.26% -38 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,846 shares; 2024Q4: 10,629 shares; 2025Q1: 9,199 shares; 2025Q2: 10,492 shares; 2025Q3: 11,533 shares; 2025Q4: 13,017 shares; 2026Q1: 16,508 shares; 2026Q2: 19,604 shares 19,604 $2.76M 0.26% +3,096 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,950 shares; 2025Q2: 25,845 shares; 2025Q3: 35,094 shares; 2025Q4: 46,701 shares; 2026Q1: 57,939 shares; 2026Q2: 69,356 shares 69,356 $2.74M 0.26% +11,417 Timeline DFAI 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: 14,767 shares; 2026Q2: 65,749 shares 65,749 $2.73M 0.26% +50,982 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,049 shares; 2024Q4: 5,160 shares; 2025Q1: 5,767 shares; 2025Q2: 6,653 shares; 2025Q3: 7,561 shares; 2025Q4: 7,858 shares; 2026Q1: 8,408 shares; 2026Q2: 9,496 shares 9,496 $2.73M 0.26% +1,088 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,784 shares; 2024Q4: 3,976 shares; 2025Q1: 40,092 shares; 2025Q2: 6,948 shares; 2025Q3: 6,770 shares; 2025Q4: 22,426 shares; 2026Q1: 21,184 shares; 2026Q2: 7,237 shares 7,237 $2.73M 0.26% -13,947 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,761 shares; 2024Q4: 17,244 shares; 2025Q1: 15,387 shares; 2025Q2: 15,611 shares; 2025Q3: 15,473 shares; 2025Q4: 16,276 shares; 2026Q1: 17,209 shares; 2026Q2: 18,694 shares 18,694 $2.72M 0.26% +1,485 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,888 shares; 2025Q1: 108,276 shares; 2025Q2: 112,621 shares; 2025Q3: 114,862 shares; 2025Q4: 114,040 shares; 2026Q1: 97,516 shares; 2026Q2: 88,373 shares 88,373 $2.72M 0.26% -9,143 Timeline DFSD 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: 12,132 shares; 2026Q2: 56,883 shares 56,883 $2.71M 0.26% +44,751 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: 7,961 shares; 2024Q4: 8,308 shares; 2025Q1: 8,668 shares; 2025Q2: 8,878 shares; 2025Q3: 9,133 shares; 2025Q4: 9,358 shares; 2026Q1: 9,659 shares; 2026Q2: 10,654 shares 10,654 $2.68M 0.26% +995 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,352 shares; 2024Q4: 10,991 shares; 2025Q1: 6,087 shares; 2025Q2: 33,931 shares; 2025Q3: 35,086 shares; 2025Q4: 35,678 shares; 2026Q1: 22,379 shares; 2026Q2: 16,151 shares 16,151 $2.67M 0.25% -6,228 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,405 shares; 2025Q4: 137,514 shares; 2026Q1: 137,419 shares; 2026Q2: 116,206 shares 116,206 $2.67M 0.25% -21,213 Timeline DUHP 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: 10,562 shares; 2026Q2: 63,355 shares 63,355 $2.65M 0.25% +52,793 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,931 shares; 2024Q4: 28,269 shares; 2025Q1: 48,559 shares; 2025Q2: 57,719 shares; 2025Q3: 55,045 shares; 2025Q4: 49,727 shares; 2026Q1: 39,925 shares; 2026Q2: 34,264 shares 34,264 $2.65M 0.25% -5,661 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,230 shares; 2024Q4: 1,457 shares; 2025Q1: 1,680 shares; 2025Q2: 1,755 shares; 2025Q3: 1,832 shares; 2025Q4: 1,981 shares; 2026Q1: 2,255 shares; 2026Q2: 2,744 shares 2,744 $2.64M 0.25% +489 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,256 shares; 2024Q4: 28,380 shares; 2025Q1: 39,969 shares; 2025Q2: 44,939 shares; 2025Q3: 45,198 shares; 2025Q4: 39,960 shares; 2026Q1: 32,296 shares; 2026Q2: 29,183 shares 29,183 $2.62M 0.25% -3,113 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,578 shares; 2024Q4: 5,844 shares; 2025Q1: 6,146 shares; 2025Q2: 7,135 shares; 2025Q3: 7,615 shares; 2025Q4: 7,732 shares; 2026Q1: 8,916 shares; 2026Q2: 9,309 shares 9,309 $2.56M 0.24% +393 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,548 shares; 2024Q4: 7,107 shares; 2025Q1: 6,999 shares; 2025Q2: 6,993 shares; 2025Q3: 6,900 shares; 2025Q4: 6,157 shares; 2026Q1: 5,223 shares; 2026Q2: 4,687 shares 4,687 $2.47M 0.24% -536 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,131 shares; 2024Q4: 1,164 shares; 2025Q1: 1,041 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,321 shares; 2026Q1: 1,491 shares; 2026Q2: 19,369 shares 19,369 $2.4M 0.23% +17,878 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,034 shares; 2024Q4: 14,226 shares; 2025Q1: 12,841 shares; 2025Q2: 28,178 shares; 2025Q3: 34,260 shares; 2025Q4: 33,647 shares; 2026Q1: 24,957 shares; 2026Q2: 29,325 shares 29,325 $2.38M 0.23% +4,368 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,215 shares; 2024Q4: 6,774 shares; 2025Q1: 10,119 shares; 2025Q2: 11,447 shares; 2025Q3: 11,779 shares; 2025Q4: 11,652 shares; 2026Q1: 11,983 shares; 2026Q2: 12,029 shares 12,029 $2.36M 0.22% +46 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,776 shares; 2024Q4: 3,686 shares; 2025Q1: 4,080 shares; 2025Q2: 3,261 shares; 2025Q3: 4,586 shares; 2025Q4: 4,754 shares; 2026Q1: 5,045 shares; 2026Q2: 5,507 shares 5,507 $2.34M 0.22% +462 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,251 shares; 2024Q4: 37,155 shares; 2025Q1: 39,106 shares; 2025Q2: 40,689 shares; 2025Q3: 42,671 shares; 2025Q4: 41,508 shares; 2026Q1: 48,146 shares; 2026Q2: 55,034 shares 55,034 $2.32M 0.22% +6,888 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,548 shares; 2025Q4: 14,716 shares; 2026Q1: 16,377 shares; 2026Q2: 21,083 shares 21,083 $2.32M 0.22% +4,706 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: 42,555 shares; 2024Q4: 126,454 shares; 2025Q1: 46,100 shares; 2025Q2: 28,166 shares; 2025Q3: 33,080 shares; 2025Q4: 34,491 shares; 2026Q1: 30,167 shares; 2026Q2: 25,286 shares 25,286 $2.31M 0.22% -4,881 Timeline VCSH 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: 26,277 shares; 2024Q4: 17,732 shares; 2025Q1: 16,173 shares; 2025Q2: 22,078 shares; 2025Q3: 24,767 shares; 2025Q4: 26,266 shares; 2026Q1: 26,941 shares; 2026Q2: 29,362 shares 29,362 $2.31M 0.22% +2,421 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: 3,813 shares; 2024Q4: 4,361 shares; 2025Q1: 5,554 shares; 2025Q2: 6,378 shares; 2025Q3: 6,893 shares; 2025Q4: 7,602 shares; 2026Q1: 17,975 shares; 2026Q2: 16,627 shares 16,627 $2.31M 0.22% -1,348 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: 1,133 shares; 2025Q3: 1,328 shares; 2025Q4: 1,359 shares; 2026Q1: 1,366 shares; 2026Q2: 2,158 shares 2,158 $2.28M 0.22% +792 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,385 shares; 2024Q4: 17,665 shares; 2025Q1: 18,798 shares; 2025Q2: 19,186 shares; 2025Q3: 19,177 shares; 2025Q4: 19,824 shares; 2026Q1: 21,241 shares; 2026Q2: 23,699 shares 23,699 $2.27M 0.22% +2,458 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,993 shares; 2025Q4: 25,072 shares; 2026Q1: 68,910 shares; 2026Q2: 92,042 shares 92,042 $2.25M 0.21% +23,132 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,302 shares; 2024Q4: 17,395 shares; 2025Q1: 19,442 shares; 2025Q2: 21,247 shares; 2025Q3: 16,800 shares; 2025Q4: 17,261 shares; 2026Q1: 18,436 shares; 2026Q2: 15,896 shares 15,896 $2.24M 0.21% -2,540 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,812 shares; 2025Q4: 13,810 shares; 2026Q1: 14,886 shares; 2026Q2: 15,780 shares 15,780 $2.22M 0.21% +894 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,296 shares; 2024Q4: 13,829 shares; 2025Q1: 15,243 shares; 2025Q2: 18,981 shares; 2025Q3: 23,287 shares; 2025Q4: 23,013 shares; 2026Q1: 23,351 shares; 2026Q2: 26,425 shares 26,425 $2.21M 0.21% +3,074 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,611 shares; 2025Q3: 1,737 shares; 2025Q4: 1,827 shares; 2026Q1: 2,575 shares; 2026Q2: 2,390 shares 2,390 $2.18M 0.21% -185 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: not reported; 2026Q1: 55,662 shares; 2026Q2: 102,534 shares 102,534 $2.13M 0.2% +46,872 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,133 shares; 2024Q4: 3,393 shares; 2025Q1: 3,820 shares; 2025Q2: 4,003 shares; 2025Q3: 4,222 shares; 2025Q4: 4,489 shares; 2026Q1: 4,867 shares; 2026Q2: 5,644 shares 5,644 $2.12M 0.2% +777 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,235 shares; 2024Q4: 2,527 shares; 2025Q1: 3,136 shares; 2025Q2: 4,070 shares; 2025Q3: 4,459 shares; 2025Q4: 4,786 shares; 2026Q1: 4,652 shares; 2026Q2: 5,987 shares 5,987 $2.1M 0.2% +1,335 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: 15,707 shares; 2024Q4: 14,530 shares; 2025Q1: 14,402 shares; 2025Q2: 2,824 shares; 2025Q3: 14,797 shares; 2025Q4: 13,713 shares; 2026Q1: 10,520 shares; 2026Q2: 9,424 shares 9,424 $2.07M 0.2% -1,096 Timeline FTCE 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: 12,242 shares; 2025Q4: 25,645 shares; 2026Q1: 45,440 shares; 2026Q2: 74,067 shares 74,067 $2.04M 0.19% +28,627 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,429 shares; 2025Q4: 8,288 shares; 2026Q1: 10,980 shares; 2026Q2: 13,202 shares 13,202 $2.04M 0.19% +2,222 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,368 shares; 2024Q4: 4,055 shares; 2025Q1: 4,325 shares; 2025Q2: 4,662 shares; 2025Q3: 5,061 shares; 2025Q4: 4,152 shares; 2026Q1: 3,559 shares; 2026Q2: 6,517 shares 6,517 $2.03M 0.19% +2,958 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: not reported; 2024Q4: not reported; 2025Q1: 1,833 shares; 2025Q2: 3,715 shares; 2025Q3: 4,564 shares; 2025Q4: 4,289 shares; 2026Q1: 5,701 shares; 2026Q2: 6,956 shares 6,956 $2.02M 0.19% +1,255 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,310 shares; 2024Q4: 1,548 shares; 2025Q1: 1,619 shares; 2025Q2: 1,994 shares; 2025Q3: 2,812 shares; 2025Q4: 27,763 shares; 2026Q1: 29,319 shares; 2026Q2: 27,458 shares 27,458 $2.02M 0.19% -1,861 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,481 shares; 2024Q4: 8,237 shares; 2025Q1: 9,147 shares; 2025Q2: 9,851 shares; 2025Q3: 11,143 shares; 2025Q4: 11,992 shares; 2026Q1: 12,598 shares; 2026Q2: 14,857 shares 14,857 $2.01M 0.19% +2,259 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,053 shares; 2025Q1: 1,212 shares; 2025Q2: 1,294 shares; 2025Q3: 1,387 shares; 2025Q4: 1,484 shares; 2026Q1: 1,602 shares; 2026Q2: 1,935 shares 1,935 $2M 0.19% +333 Timeline RSSY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,426 shares; 2024Q4: 36,833 shares; 2025Q1: 136,541 shares; 2025Q2: 149,962 shares; 2025Q3: 145,284 shares; 2025Q4: 142,779 shares; 2026Q1: 89,557 shares; 2026Q2: 77,936 shares 77,936 $1.99M 0.19% -11,621 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,435 shares; 2024Q4: 5,776 shares; 2025Q1: 5,774 shares; 2025Q2: 7,085 shares; 2025Q3: 7,744 shares; 2025Q4: 7,557 shares; 2026Q1: 5,822 shares; 2026Q2: 27,194 shares 27,194 $1.98M 0.19% +21,372 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,668 shares; 2025Q3: 6,038 shares; 2025Q4: 8,581 shares; 2026Q1: 10,969 shares; 2026Q2: 13,753 shares 13,753 $1.94M 0.18% +2,784 Timeline VONV 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: 23,920 shares; 2025Q1: 20,241 shares; 2025Q2: 20,936 shares; 2025Q3: 21,450 shares; 2025Q4: 22,988 shares; 2026Q1: 15,502 shares; 2026Q2: 17,667 shares 17,667 $1.91M 0.18% +2,165 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,450 shares; 2025Q1: not reported; 2025Q2: 4,154 shares; 2025Q3: 4,308 shares; 2025Q4: 2,441 shares; 2026Q1: 3,856 shares; 2026Q2: 7,981 shares 7,981 $1.88M 0.18% +4,125 Timeline IJJ 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: 11,858 shares; 2025Q3: 11,858 shares; 2025Q4: 11,850 shares; 2026Q1: 12,736 shares; 2026Q2: 12,771 shares 12,771 $1.87M 0.18% +35 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,861 shares; 2025Q3: 19,975 shares; 2025Q4: 19,407 shares; 2026Q1: 19,159 shares; 2026Q2: 19,761 shares 19,761 $1.86M 0.18% +602 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,694 shares; 2024Q4: 3,889 shares; 2025Q1: 2,854 shares; 2025Q2: 2,801 shares; 2025Q3: 2,677 shares; 2025Q4: 2,752 shares; 2026Q1: 2,339 shares; 2026Q2: 2,438 shares 2,438 $1.85M 0.18% +99 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: 1,056 shares; 2024Q4: 1,394 shares; 2025Q1: 1,649 shares; 2025Q2: 1,708 shares; 2025Q3: 1,815 shares; 2025Q4: 1,984 shares; 2026Q1: 2,039 shares; 2026Q2: 2,349 shares 2,349 $1.84M 0.18% +310 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,011 shares; 2024Q4: 6,489 shares; 2025Q1: 6,522 shares; 2025Q2: 7,042 shares; 2025Q3: 6,295 shares; 2025Q4: 6,259 shares; 2026Q1: 15,488 shares; 2026Q2: 14,616 shares 14,616 $1.8M 0.17% -872 Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,592 shares; 2026Q2: 48,573 shares 48,573 $1.8M 0.17% +18,981 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST 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: 7,202 shares; 2026Q1: 35,321 shares; 2026Q2: 57,888 shares 57,888 $1.79M 0.17% +22,567 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,820 shares; 2024Q4: 19,188 shares; 2025Q1: 19,155 shares; 2025Q2: 19,931 shares; 2025Q3: 10,359 shares; 2025Q4: 10,268 shares; 2026Q1: 9,705 shares; 2026Q2: 11,340 shares 11,340 $1.79M 0.17% +1,635 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,776 shares; 2025Q3: 4,997 shares; 2025Q4: 6,994 shares; 2026Q1: 8,667 shares; 2026Q2: 11,034 shares 11,034 $1.78M 0.17% +2,367 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,721 shares; 2025Q3: 77,906 shares; 2025Q4: 78,160 shares; 2026Q1: 92,823 shares; 2026Q2: 89,807 shares 89,807 $1.76M 0.17% -3,016 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,117 shares; 2026Q1: 21,774 shares; 2026Q2: 34,111 shares 34,111 $1.75M 0.17% +12,337 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: not reported; 2024Q4: 1,822 shares; 2025Q1: 1,881 shares; 2025Q2: 3,627 shares; 2025Q3: 5,571 shares; 2025Q4: 5,902 shares; 2026Q1: 6,592 shares; 2026Q2: 7,397 shares 7,397 $1.74M 0.17% +805 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,078 shares; 2025Q3: 71,973 shares; 2025Q4: 72,498 shares; 2026Q1: 86,899 shares; 2026Q2: 88,466 shares 88,466 $1.74M 0.17% +1,567 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: 21,568 shares; 2024Q4: 22,817 shares; 2025Q1: 24,966 shares; 2025Q2: 100,000 shares; 2025Q3: 23,918 shares; 2025Q4: 24,851 shares; 2026Q1: 27,078 shares; 2026Q2: 34,640 shares 34,640 $1.71M 0.16% +7,562 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,767 shares; 2026Q1: 14,633 shares; 2026Q2: 21,222 shares 21,222 $1.69M 0.16% +6,589 Timeline ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 10,645 shares; 2026Q1: 33,833 shares; 2026Q2: 51,515 shares 51,515 $1.69M 0.16% +17,682 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,343 shares; 2024Q4: 5,082 shares; 2025Q1: 5,669 shares; 2025Q2: 6,133 shares; 2025Q3: 6,854 shares; 2025Q4: 8,731 shares; 2026Q1: 9,861 shares; 2026Q2: 11,918 shares 11,918 $1.68M 0.16% +2,057 Timeline FSIG 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: 61,876 shares; 2026Q2: 88,136 shares 88,136 $1.66M 0.16% +26,260 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,824 shares; 2025Q1: 2,935 shares; 2025Q2: 3,611 shares; 2025Q3: 3,867 shares; 2025Q4: 3,840 shares; 2026Q1: 3,698 shares; 2026Q2: 4,565 shares 4,565 $1.66M 0.16% +867 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 4,877 shares; 2025Q4: 10,215 shares; 2026Q1: 23,773 shares; 2026Q2: 34,873 shares 34,873 $1.65M 0.16% +11,100 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,381 shares; 2026Q1: 20,341 shares; 2026Q2: 25,976 shares 25,976 $1.65M 0.16% +5,635 Timeline TRUT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,832 shares; 2026Q1: 39,378 shares; 2026Q2: 52,351 shares 52,351 $1.64M 0.16% +12,973 Timeline DFAE 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: 8,403 shares; 2026Q2: 41,228 shares 41,228 $1.62M 0.15% +32,825 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,009 shares; 2024Q4: 9,881 shares; 2025Q1: 10,019 shares; 2025Q2: 11,866 shares; 2025Q3: 6,611 shares; 2025Q4: 7,045 shares; 2026Q1: 7,319 shares; 2026Q2: 8,451 shares 8,451 $1.6M 0.15% +1,132 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,954 shares; 2025Q2: 44,473 shares; 2025Q3: 45,231 shares; 2025Q4: 56,082 shares; 2026Q1: 73,945 shares; 2026Q2: 77,039 shares 77,039 $1.59M 0.15% +3,094 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468 shares; 2024Q4: 2,543 shares; 2025Q1: 2,797 shares; 2025Q2: 3,141 shares; 2025Q3: 3,651 shares; 2025Q4: 3,857 shares; 2026Q1: 3,691 shares; 2026Q2: 4,827 shares 4,827 $1.58M 0.15% +1,136 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: 10,049 shares; 2024Q4: 10,847 shares; 2025Q1: 12,788 shares; 2025Q2: 13,334 shares; 2025Q3: 13,885 shares; 2025Q4: 14,942 shares; 2026Q1: 24,705 shares; 2026Q2: 27,503 shares 27,503 $1.57M 0.15% +2,798 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,465 shares; 2025Q3: 3,515 shares; 2025Q4: 5,111 shares; 2026Q1: 5,890 shares; 2026Q2: 5,775 shares 5,775 $1.57M 0.15% -115 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: 14,332 shares; 2024Q4: 14,230 shares; 2025Q1: 14,086 shares; 2025Q2: 13,915 shares; 2025Q3: 13,427 shares; 2025Q4: 13,682 shares; 2026Q1: 10,128 shares; 2026Q2: 8,770 shares 8,770 $1.56M 0.15% -1,358 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,666 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,621 shares; 2025Q3: 7,872 shares; 2025Q4: 8,005 shares; 2026Q1: 8,305 shares; 2026Q2: 9,741 shares 9,741 $1.55M 0.15% +1,436 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,714 shares; 2025Q1: 13,152 shares; 2025Q2: 12,847 shares; 2025Q3: 12,212 shares; 2025Q4: 9,603 shares; 2026Q1: 6,860 shares; 2026Q2: 5,487 shares 5,487 $1.53M 0.15% -1,373 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,476 shares 9,476 $1.53M 0.15% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 719 shares; 2025Q1: 690 shares; 2025Q2: 697 shares; 2025Q3: 3,928 shares; 2025Q4: 3,044 shares; 2026Q1: 2,286 shares; 2026Q2: 1,886 shares 1,886 $1.52M 0.14% -400 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,564 shares; 2025Q3: 36,735 shares; 2025Q4: 58,437 shares; 2026Q1: 73,937 shares; 2026Q2: 74,391 shares 74,391 $1.51M 0.14% +454 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,889 shares; 2024Q4: not reported; 2025Q1: 1,924 shares; 2025Q2: 3,295 shares; 2025Q3: 4,081 shares; 2025Q4: 4,001 shares; 2026Q1: 6,203 shares; 2026Q2: 6,808 shares 6,808 $1.51M 0.14% +605 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,885 shares; 2024Q4: 45,209 shares; 2025Q1: 46,643 shares; 2025Q2: 52,555 shares; 2025Q3: 56,829 shares; 2025Q4: 58,010 shares; 2026Q1: 71,235 shares; 2026Q2: 71,517 shares 71,517 $1.51M 0.14% +282 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,510 shares; 2024Q4: 11,190 shares; 2025Q1: 10,534 shares; 2025Q2: 829 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,491 shares 6,491 $1.5M 0.14% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 1,005 shares; 2025Q1: 1,011 shares; 2025Q2: 1,000 shares; 2025Q3: 1,451 shares; 2025Q4: 1,523 shares; 2026Q1: 1,526 shares; 2026Q2: 12,550 shares 12,550 $1.48M 0.14% +11,024 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,376 shares; 2024Q4: 35,736 shares; 2025Q1: 37,809 shares; 2025Q2: 42,533 shares; 2025Q3: 41,311 shares; 2025Q4: 44,748 shares; 2026Q1: 54,345 shares; 2026Q2: 59,520 shares 59,520 $1.44M 0.14% +5,175 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,497 shares; 2024Q4: 3,615 shares; 2025Q1: 3,697 shares; 2025Q2: 3,703 shares; 2025Q3: 3,714 shares; 2025Q4: 3,717 shares; 2026Q1: 3,603 shares; 2026Q2: 3,798 shares 3,798 $1.43M 0.14% +195 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,967 shares; 2024Q4: 11,242 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,210 shares 4,210 $1.41M 0.13% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,519 shares; 2025Q2: 21,974 shares; 2025Q3: 20,891 shares; 2025Q4: 24,555 shares; 2026Q1: 30,668 shares; 2026Q2: 30,624 shares 30,624 $1.4M 0.13% -44 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,250 shares; 2024Q4: 76,485 shares; 2025Q1: 87,613 shares; 2025Q2: 88,325 shares; 2025Q3: 96,469 shares; 2025Q4: 96,893 shares; 2026Q1: 90,118 shares; 2026Q2: 94,923 shares 94,923 $1.4M 0.13% +4,805 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: 6,256 shares; 2024Q4: 6,738 shares; 2025Q1: 7,802 shares; 2025Q2: 8,063 shares; 2025Q3: 8,912 shares; 2025Q4: 9,315 shares; 2026Q1: 10,246 shares; 2026Q2: 12,041 shares 12,041 $1.39M 0.13% +1,795 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,589 shares; 2026Q2: 10,576 shares 10,576 $1.36M 0.13% +7,987 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,712 shares; 2026Q1: 49,806 shares; 2026Q2: 63,013 shares 63,013 $1.35M 0.13% +13,207 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,774 shares; 2026Q1: 13,047 shares; 2026Q2: 20,413 shares 20,413 $1.34M 0.13% +7,366 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,226 shares; 2024Q4: 3,456 shares; 2025Q1: 4,714 shares; 2025Q2: 6,305 shares; 2025Q3: 7,596 shares; 2025Q4: 7,853 shares; 2026Q1: 8,944 shares; 2026Q2: 10,275 shares 10,275 $1.33M 0.13% +1,331 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,317 shares; 2025Q1: 8,437 shares; 2025Q2: 9,388 shares; 2025Q3: 10,669 shares; 2025Q4: 11,467 shares; 2026Q1: 12,768 shares; 2026Q2: 14,780 shares 14,780 $1.29M 0.12% +2,012 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,608 shares; 2026Q2: 14,700 shares 14,700 $1.29M 0.12% +2,092 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,740 shares; 2025Q1: 1,780 shares; 2025Q2: 1,989 shares; 2025Q3: 2,080 shares; 2025Q4: 2,137 shares; 2026Q1: 2,214 shares; 2026Q2: 2,445 shares 2,445 $1.28M 0.12% +231 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,945 shares; 2025Q4: 2,960 shares; 2026Q1: 15,706 shares; 2026Q2: 15,975 shares 15,975 $1.28M 0.12% +269 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,270 shares; 2024Q4: 9,932 shares; 2025Q1: 11,771 shares; 2025Q2: 12,572 shares; 2025Q3: 14,947 shares; 2025Q4: 15,663 shares; 2026Q1: 16,988 shares; 2026Q2: 20,455 shares 20,455 $1.28M 0.12% +3,467 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: 18,130 shares; 2024Q4: 28,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,054 shares; 2026Q1: 15,620 shares; 2026Q2: 12,540 shares 12,540 $1.27M 0.12% -3,080 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,199 shares; 2024Q4: 1,417 shares; 2025Q1: not reported; 2025Q2: 1,392 shares; 2025Q3: 1,414 shares; 2025Q4: 1,555 shares; 2026Q1: 2,588 shares; 2026Q2: 2,910 shares 2,910 $1.27M 0.12% +322 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,538 shares; 2024Q4: 22,281 shares; 2025Q1: 25,567 shares; 2025Q2: 26,493 shares; 2025Q3: 28,378 shares; 2025Q4: 29,921 shares; 2026Q1: 33,207 shares; 2026Q2: 39,269 shares 39,269 $1.26M 0.12% +6,062 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,364 shares; 2025Q4: 4,744 shares; 2026Q1: 3,860 shares; 2026Q2: 6,599 shares 6,599 $1.26M 0.12% +2,739 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 568 shares; 2025Q3: 588 shares; 2025Q4: 612 shares; 2026Q1: 631 shares; 2026Q2: 1,154 shares 1,154 $1.26M 0.12% +523 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,056 shares; 2025Q2: 1,108 shares; 2025Q3: 1,176 shares; 2025Q4: 1,314 shares; 2026Q1: 1,521 shares; 2026Q2: 1,860 shares 1,860 $1.26M 0.12% +339 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,192 shares; 2026Q2: 57,497 shares 57,497 $1.25M 0.12% +41,305 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,425 shares; 2024Q4: 8,585 shares; 2025Q1: 9,528 shares; 2025Q2: 10,801 shares; 2025Q3: 7,885 shares; 2025Q4: 8,021 shares; 2026Q1: 7,932 shares; 2026Q2: 7,928 shares 7,928 $1.25M 0.12% -4 Timeline L LOEWS CORP More: the full row for LOEWS 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: 20,036 shares; 2026Q1: not reported; 2026Q2: 10,841 shares 10,841 $1.25M 0.12% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,926 shares; 2024Q4: 11,284 shares; 2025Q1: 10,624 shares; 2025Q2: 11,156 shares; 2025Q3: 12,971 shares; 2025Q4: 12,801 shares; 2026Q1: 16,166 shares; 2026Q2: 14,016 shares 14,016 $1.24M 0.12% -2,150 Timeline COR CENCORA INC More: the full row for CENCORA 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: 8,786 shares; 2025Q4: 6,653 shares; 2026Q1: 4,926 shares; 2026Q2: 4,069 shares 4,069 $1.23M 0.12% -857 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,297 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,327 shares 2,327 $1.23M 0.12% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,397 shares; 2026Q1: 5,933 shares; 2026Q2: 7,058 shares 7,058 $1.23M 0.12% +1,125 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: 1,007 shares; 2024Q4: 1,653 shares; 2025Q1: 1,675 shares; 2025Q2: 1,673 shares; 2025Q3: 1,672 shares; 2025Q4: 1,996 shares; 2026Q1: 1,965 shares; 2026Q2: 2,110 shares 2,110 $1.23M 0.12% +145 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 627 shares 627 $1.2M 0.11% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,574 shares; 2024Q4: 25,554 shares; 2025Q1: 25,699 shares; 2025Q2: 5,875 shares; 2025Q3: 5,847 shares; 2025Q4: 6,521 shares; 2026Q1: 7,029 shares; 2026Q2: 7,876 shares 7,876 $1.19M 0.11% +847 Timeline DFGP 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: 5,401 shares; 2026Q2: 21,942 shares 21,942 $1.19M 0.11% +16,541 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,816 shares; 2024Q4: 28,657 shares; 2025Q1: 29,980 shares; 2025Q2: 35,892 shares; 2025Q3: 35,767 shares; 2025Q4: 31,901 shares; 2026Q1: 34,892 shares; 2026Q2: 36,309 shares 36,309 $1.17M 0.11% +1,417 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,459 shares; 2024Q4: 4,400 shares; 2025Q1: 4,187 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares; 2026Q1: 4,387 shares; 2026Q2: 4,719 shares 4,719 $1.16M 0.11% +332 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,151 shares; 2024Q4: 18,792 shares; 2025Q1: 19,990 shares; 2025Q2: 20,232 shares; 2025Q3: 21,963 shares; 2025Q4: 22,089 shares; 2026Q1: 18,655 shares; 2026Q2: 18,106 shares 18,106 $1.16M 0.11% -549 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,959 shares; 2025Q2: 37,179 shares; 2025Q3: 35,088 shares; 2025Q4: 29,711 shares; 2026Q1: 23,737 shares; 2026Q2: 21,065 shares 21,065 $1.16M 0.11% -2,672 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,661 shares; 2024Q4: 4,806 shares; 2025Q1: 6,430 shares; 2025Q2: 6,609 shares; 2025Q3: 7,274 shares; 2025Q4: 9,144 shares; 2026Q1: 11,493 shares; 2026Q2: 13,662 shares 13,662 $1.15M 0.11% +2,169 Timeline UJAN 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: 24,382 shares; 2024Q4: 25,373 shares; 2025Q1: 29,244 shares; 2025Q2: 25,480 shares; 2025Q3: 25,271 shares; 2025Q4: 25,195 shares; 2026Q1: 24,879 shares; 2026Q2: 25,178 shares 25,178 $1.15M 0.11% +299 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,350 shares; 2024Q4: 641 shares; 2025Q1: 674 shares; 2025Q2: 707 shares; 2025Q3: 729 shares; 2025Q4: 768 shares; 2026Q1: 799 shares; 2026Q2: 2,745 shares 2,745 $1.14M 0.11% +1,946 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,717 shares; 2024Q4: 5,182 shares; 2025Q1: 7,379 shares; 2025Q2: 9,255 shares; 2025Q3: 9,831 shares; 2025Q4: 9,897 shares; 2026Q1: 12,741 shares; 2026Q2: 15,406 shares 15,406 $1.12M 0.11% +2,665 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: 8,165 shares; 2024Q4: 6,994 shares; 2025Q1: 7,682 shares; 2025Q2: 8,266 shares; 2025Q3: 9,208 shares; 2025Q4: 10,372 shares; 2026Q1: 20,039 shares; 2026Q2: 21,690 shares 21,690 $1.12M 0.11% +1,651 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA 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: not reported; 2026Q1: not reported; 2026Q2: 1,929 shares 1,929 $1.11M 0.11% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,708 shares; 2024Q4: 9,627 shares; 2025Q1: 9,910 shares; 2025Q2: 9,028 shares; 2025Q3: 9,358 shares; 2025Q4: 11,226 shares; 2026Q1: 15,999 shares; 2026Q2: 14,737 shares 14,737 $1.1M 0.11% -1,262 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,681 shares; 2024Q4: 1,725 shares; 2025Q1: 1,692 shares; 2025Q2: 1,750 shares; 2025Q3: 1,716 shares; 2025Q4: 2,406 shares; 2026Q1: 2,437 shares; 2026Q2: 2,783 shares 2,783 $1.1M 0.1% +346 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,724 shares; 2025Q3: 28,626 shares; 2025Q4: 33,535 shares; 2026Q1: 38,661 shares; 2026Q2: 46,651 shares 46,651 $1.1M 0.1% +7,990 Timeline GPZ 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: 19,831 shares; 2025Q4: 30,434 shares; 2026Q1: 38,483 shares; 2026Q2: 47,618 shares 47,618 $1.07M 0.1% +9,135 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,017 shares; 2024Q4: 2,405 shares; 2025Q1: 3,880 shares; 2025Q2: 3,984 shares; 2025Q3: 4,819 shares; 2025Q4: 4,119 shares; 2026Q1: 3,660 shares; 2026Q2: 3,358 shares 3,358 $1.06M 0.1% -302 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,065 shares; 2025Q2: 8,665 shares; 2025Q3: 10,245 shares; 2025Q4: 10,245 shares; 2026Q1: 12,063 shares; 2026Q2: 22,590 shares 22,590 $1.06M 0.1% +10,527 Timeline VONE 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: not reported; 2026Q2: 3,087 shares 3,087 $1.05M 0.1% new 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: 16,174 shares; 2024Q4: 16,159 shares; 2025Q1: 17,074 shares; 2025Q2: 16,927 shares; 2025Q3: 18,246 shares; 2025Q4: 11,328 shares; 2026Q1: 10,773 shares; 2026Q2: 13,433 shares 13,433 $1.05M 0.1% +2,660 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: 8,794 shares; 2024Q4: 21,620 shares; 2025Q1: 21,059 shares; 2025Q2: 20,552 shares; 2025Q3: 21,158 shares; 2025Q4: 21,486 shares; 2026Q1: 19,436 shares; 2026Q2: 19,006 shares 19,006 $1.04M 0.1% -430 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,252 shares; 2024Q4: 7,417 shares; 2025Q1: 7,292 shares; 2025Q2: 7,350 shares; 2025Q3: 17,190 shares; 2025Q4: 17,244 shares; 2026Q1: 12,886 shares; 2026Q2: 11,574 shares 11,574 $1.04M 0.1% -1,312 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: 2,561 shares; 2024Q4: 2,913 shares; 2025Q1: 2,683 shares; 2025Q2: 2,642 shares; 2025Q3: 3,024 shares; 2025Q4: 3,379 shares; 2026Q1: 3,402 shares; 2026Q2: 3,600 shares 3,600 $1.03M 0.1% +198 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,741 shares; 2025Q4: 30,660 shares; 2026Q1: 36,609 shares; 2026Q2: 43,532 shares 43,532 $1.02M 0.1% +6,923 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,857 shares; 2025Q3: 30,123 shares; 2025Q4: 32,062 shares; 2026Q1: 37,991 shares; 2026Q2: 42,563 shares 42,563 $1.01M 0.1% +4,572 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,460 shares; 2024Q4: 16,460 shares; 2025Q1: 16,460 shares; 2025Q2: 16,440 shares; 2025Q3: 17,064 shares; 2025Q4: 16,790 shares; 2026Q1: 16,694 shares; 2026Q2: 16,539 shares 16,539 $1M 0.1% -155 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,260 shares; 2024Q4: 28,369 shares; 2025Q1: 36,131 shares; 2025Q2: 45,850 shares; 2025Q3: 47,213 shares; 2025Q4: 40,833 shares; 2026Q1: 28,729 shares; 2026Q2: 22,333 shares 22,333 $1M 0.1% -6,396 Timeline UJUL 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: 12,622 shares; 2024Q4: 9,832 shares; 2025Q1: 8,813 shares; 2025Q2: 12,172 shares; 2025Q3: 10,623 shares; 2025Q4: 10,061 shares; 2026Q1: 10,061 shares; 2026Q2: 24,368 shares 24,368 $997K 0.1% +14,307 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,253 shares 10,253 $988K 0.09% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,268 shares 30,268 $981K 0.09% new 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: 1,910 shares; 2024Q4: 1,761 shares; 2025Q1: 2,431 shares; 2025Q2: 2,546 shares; 2025Q3: 2,563 shares; 2025Q4: 2,587 shares; 2026Q1: 2,731 shares; 2026Q2: 1,647 shares 1,647 $967K 0.09% -1,084 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,330 shares; 2025Q2: 21,571 shares; 2025Q3: 31,875 shares; 2025Q4: 30,829 shares; 2026Q1: 41,845 shares; 2026Q2: 53,363 shares 53,363 $965K 0.09% +11,518 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,914 shares; 2025Q4: 6,259 shares; 2026Q1: 6,384 shares; 2026Q2: 9,562 shares 9,562 $962K 0.09% +3,178 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,572 shares 2,572 $953K 0.09% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,023 shares; 2024Q4: 4,175 shares; 2025Q1: 4,335 shares; 2025Q2: 4,430 shares; 2025Q3: 2,545 shares; 2025Q4: 2,556 shares; 2026Q1: 2,917 shares; 2026Q2: 3,266 shares 3,266 $950K 0.09% +349 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: 3,033 shares; 2024Q4: 3,241 shares; 2025Q1: 2,453 shares; 2025Q2: 2,526 shares; 2025Q3: 2,642 shares; 2025Q4: 2,751 shares; 2026Q1: 3,265 shares; 2026Q2: 3,698 shares 3,698 $936K 0.09% +433 Timeline RSSX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,994 shares; 2026Q2: 37,993 shares 37,993 $921K 0.09% +9,999 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,571 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,008 shares; 2026Q2: 6,606 shares 6,606 $916K 0.09% -2,402 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,318 shares; 2024Q4: 22,721 shares; 2025Q1: 12,279 shares; 2025Q2: 11,476 shares; 2025Q3: 19,828 shares; 2025Q4: 18,415 shares; 2026Q1: 18,854 shares; 2026Q2: 19,901 shares 19,901 $910K 0.09% +1,047 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: 4,560 shares; 2025Q3: 6,083 shares; 2025Q4: 5,618 shares; 2026Q1: 7,272 shares; 2026Q2: 7,781 shares 7,781 $891K 0.08% +509 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 16,590 shares; 2026Q2: 16,921 shares 16,921 $877K 0.08% +331 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: 2,147 shares; 2024Q4: 2,234 shares; 2025Q1: not reported; 2025Q2: 2,248 shares; 2025Q3: 2,383 shares; 2025Q4: 2,660 shares; 2026Q1: 3,007 shares; 2026Q2: 2,742 shares 2,742 $874K 0.08% -265 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132 shares; 2024Q4: 1,144 shares; 2025Q1: 1,553 shares; 2025Q2: 1,727 shares; 2025Q3: 1,981 shares; 2025Q4: 2,202 shares; 2026Q1: 1,870 shares; 2026Q2: 2,242 shares 2,242 $862K 0.08% +372 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,870 shares; 2024Q4: 9,102 shares; 2025Q1: 9,418 shares; 2025Q2: 9,789 shares; 2025Q3: 7,723 shares; 2025Q4: 7,269 shares; 2026Q1: 9,444 shares; 2026Q2: 9,786 shares 9,786 $859K 0.08% +342 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,389 shares; 2024Q4: 2,654 shares; 2025Q1: 3,159 shares; 2025Q2: 3,281 shares; 2025Q3: 3,430 shares; 2025Q4: 3,757 shares; 2026Q1: 4,423 shares; 2026Q2: 5,524 shares 5,524 $858K 0.08% +1,101 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,267 shares; 2024Q4: 1,187 shares; 2025Q1: 1,306 shares; 2025Q2: 1,394 shares; 2025Q3: 1,477 shares; 2025Q4: 1,613 shares; 2026Q1: 2,326 shares; 2026Q2: 2,587 shares 2,587 $852K 0.08% +261 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,021 shares; 2024Q4: 1,158 shares; 2025Q1: 1,276 shares; 2025Q2: 1,851 shares; 2025Q3: 2,114 shares; 2025Q4: 2,039 shares; 2026Q1: 2,051 shares; 2026Q2: 2,091 shares 2,091 $851K 0.08% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,799 shares; 2025Q4: 4,751 shares; 2026Q1: 4,875 shares; 2026Q2: 5,184 shares 5,184 $848K 0.08% +309 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,453 shares 1,453 $847K 0.08% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,003 shares; 2025Q2: 11,442 shares; 2025Q3: 11,183 shares; 2025Q4: 11,149 shares; 2026Q1: 11,083 shares; 2026Q2: 10,799 shares 10,799 $847K 0.08% -284 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,815 shares 5,815 $846K 0.08% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,668 shares; 2025Q4: 5,395 shares; 2026Q1: 6,524 shares; 2026Q2: 8,927 shares 8,927 $840K 0.08% +2,403 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: 17,384 shares; 2024Q4: 14,133 shares; 2025Q1: 13,687 shares; 2025Q2: 13,980 shares; 2025Q3: 3,287 shares; 2025Q4: 3,630 shares; 2026Q1: 3,765 shares; 2026Q2: 4,452 shares 4,452 $834K 0.08% +687 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,550 shares; 2025Q3: 5,757 shares; 2025Q4: 8,369 shares; 2026Q1: 8,277 shares; 2026Q2: 4,006 shares 4,006 $827K 0.08% -4,271 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,150 shares; 2024Q4: 89,696 shares; 2025Q1: 26,166 shares; 2025Q2: 23,199 shares; 2025Q3: 22,815 shares; 2025Q4: 21,973 shares; 2026Q1: 19,995 shares; 2026Q2: 13,950 shares 13,950 $827K 0.08% -6,045 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,016 shares; 2026Q1: 21,011 shares; 2026Q2: 58,848 shares 58,848 $814K 0.08% +37,837 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,451 shares; 2024Q4: 19,313 shares; 2025Q1: 17,194 shares; 2025Q2: 34,165 shares; 2025Q3: 30,639 shares; 2025Q4: 26,075 shares; 2026Q1: 38,171 shares; 2026Q2: 27,224 shares 27,224 $810K 0.08% -10,947 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,112 shares; 2024Q4: 8,120 shares; 2025Q1: 5,069 shares; 2025Q2: 4,411 shares; 2025Q3: 12,243 shares; 2025Q4: 11,405 shares; 2026Q1: 12,040 shares; 2026Q2: 11,762 shares 11,762 $801K 0.08% -278 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 341 shares; 2026Q2: 3,473 shares 3,473 $801K 0.08% +3,132 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,980 shares; 2025Q1: 49,990 shares; 2025Q2: 55,590 shares; 2025Q3: 67,415 shares; 2025Q4: 66,415 shares; 2026Q1: 61,230 shares; 2026Q2: 61,430 shares 61,430 $794K 0.08% +200 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: 5,177 shares; 2024Q4: 5,455 shares; 2025Q1: 6,122 shares; 2025Q2: 6,167 shares; 2025Q3: 7,168 shares; 2025Q4: 7,792 shares; 2026Q1: 9,166 shares; 2026Q2: 11,273 shares 11,273 $793K 0.08% +2,107 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 3,491 shares; 2025Q4: 2,521 shares; 2026Q1: 2,825 shares; 2026Q2: 3,453 shares 3,453 $785K 0.07% +628 Timeline IVSS ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 18,666 shares; 2026Q2: 25,976 shares 25,976 $782K 0.07% +7,310 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,535 shares; 2024Q4: 9,229 shares; 2025Q1: 8,428 shares; 2025Q2: 8,650 shares; 2025Q3: 9,162 shares; 2025Q4: 9,193 shares; 2026Q1: 3,167 shares; 2026Q2: 3,501 shares 3,501 $767K 0.07% +334 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,410 shares; 2026Q2: 4,440 shares 4,440 $763K 0.07% +30 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,708 shares; 2025Q3: 14,740 shares; 2025Q4: 34,818 shares; 2026Q1: 41,815 shares; 2026Q2: 45,559 shares 45,559 $756K 0.07% +3,744 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,856 shares; 2024Q4: 5,359 shares; 2025Q1: 5,973 shares; 2025Q2: 6,555 shares; 2025Q3: 7,461 shares; 2025Q4: 7,493 shares; 2026Q1: 7,105 shares; 2026Q2: 8,041 shares 8,041 $755K 0.07% +936 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,441 shares; 2026Q2: 2,524 shares 2,524 $754K 0.07% +83 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 5,623 shares; 2026Q2: 5,048 shares 5,048 $750K 0.07% -575 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,740 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,520 shares; 2026Q2: 13,061 shares 13,061 $740K 0.07% +2,541 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,114 shares; 2025Q4: 5,385 shares; 2026Q1: 16,473 shares; 2026Q2: 14,672 shares 14,672 $737K 0.07% -1,801 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,487 shares 4,487 $734K 0.07% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,536 shares; 2024Q4: 29,596 shares; 2025Q1: 31,918 shares; 2025Q2: 32,568 shares; 2025Q3: 33,522 shares; 2025Q4: 36,304 shares; 2026Q1: 39,920 shares; 2026Q2: 44,572 shares 44,572 $733K 0.07% +4,652 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,871 shares; 2024Q4: 5,193 shares; 2025Q1: 5,954 shares; 2025Q2: 6,164 shares; 2025Q3: 6,645 shares; 2025Q4: 7,028 shares; 2026Q1: 7,639 shares; 2026Q2: 9,086 shares 9,086 $732K 0.07% +1,447 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,369 shares; 2025Q2: 66,618 shares; 2025Q3: 66,696 shares; 2025Q4: 59,220 shares; 2026Q1: 65,702 shares; 2026Q2: 58,312 shares 58,312 $727K 0.07% -7,390 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,102 shares; 2024Q4: 1,098 shares; 2025Q1: 1,232 shares; 2025Q2: 1,231 shares; 2025Q3: 4,243 shares; 2025Q4: 3,840 shares; 2026Q1: 2,062 shares; 2026Q2: 3,042 shares 3,042 $726K 0.07% +980 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,376 shares; 2024Q4: 4,434 shares; 2025Q1: 4,359 shares; 2025Q2: 4,463 shares; 2025Q3: 4,413 shares; 2025Q4: 4,673 shares; 2026Q1: 5,229 shares; 2026Q2: 5,772 shares 5,772 $724K 0.07% +543 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,205 shares; 2024Q4: 2,763 shares; 2025Q1: 2,706 shares; 2025Q2: 2,836 shares; 2025Q3: 2,724 shares; 2025Q4: 2,621 shares; 2026Q1: 2,582 shares; 2026Q2: 2,551 shares 2,551 $724K 0.07% -31 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: 568 shares; 2024Q4: 668 shares; 2025Q1: 846 shares; 2025Q2: 937 shares; 2025Q3: 1,173 shares; 2025Q4: 1,218 shares; 2026Q1: 1,260 shares; 2026Q2: 1,479 shares 1,479 $721K 0.07% +219 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,823 shares; 2024Q4: 2,829 shares; 2025Q1: 2,843 shares; 2025Q2: 3,147 shares; 2025Q3: 3,470 shares; 2025Q4: 3,305 shares; 2026Q1: 3,551 shares; 2026Q2: 3,387 shares 3,387 $717K 0.07% -164 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,780 shares; 2024Q4: 4,247 shares; 2025Q1: 4,076 shares; 2025Q2: 6,201 shares; 2025Q3: 6,386 shares; 2025Q4: 6,425 shares; 2026Q1: 7,455 shares; 2026Q2: 7,455 shares 7,455 $713K 0.07% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,262 shares; 2024Q4: 4,421 shares; 2025Q1: 5,138 shares; 2025Q2: 5,693 shares; 2025Q3: 6,974 shares; 2025Q4: 6,925 shares; 2026Q1: 7,266 shares; 2026Q2: 8,423 shares 8,423 $706K 0.07% +1,157 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,051 shares 27,051 $705K 0.07% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,463 shares; 2024Q4: 4,793 shares; 2025Q1: 6,585 shares; 2025Q2: 7,212 shares; 2025Q3: 7,305 shares; 2025Q4: 6,467 shares; 2026Q1: 5,547 shares; 2026Q2: 5,035 shares 5,035 $700K 0.07% -512 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,223 shares; 2024Q4: not reported; 2025Q1: 14,223 shares; 2025Q2: 6,005 shares; 2025Q3: 6,005 shares; 2025Q4: 6,005 shares; 2026Q1: 6,140 shares; 2026Q2: 6,032 shares 6,032 $695K 0.07% -108 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,803 shares 1,803 $693K 0.07% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,312 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,313 shares; 2025Q3: 4,313 shares; 2025Q4: 4,313 shares; 2026Q1: 4,358 shares; 2026Q2: 4,358 shares 4,358 $687K 0.07% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,245 shares; 2024Q4: 5,245 shares; 2025Q1: 5,245 shares; 2025Q2: 5,245 shares; 2025Q3: 5,245 shares; 2025Q4: 5,245 shares; 2026Q1: 5,245 shares; 2026Q2: 5,245 shares 5,245 $683K 0.07% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,234 shares; 2025Q3: 28,851 shares; 2025Q4: 29,016 shares; 2026Q1: 35,809 shares; 2026Q2: 36,595 shares 36,595 $679K 0.06% +786 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,261 shares; 2024Q4: 3,988 shares; 2025Q1: 3,243 shares; 2025Q2: 3,407 shares; 2025Q3: 6,395 shares; 2025Q4: 6,029 shares; 2026Q1: 5,830 shares; 2026Q2: 5,993 shares 5,993 $674K 0.06% +163 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,945 shares; 2024Q4: 31,235 shares; 2025Q1: 28,809 shares; 2025Q2: 38,675 shares; 2025Q3: 34,226 shares; 2025Q4: 24,861 shares; 2026Q1: 18,056 shares; 2026Q2: 15,837 shares 15,837 $669K 0.06% -2,219 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,040 shares 3,040 $669K 0.06% new 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: 27,346 shares; 2024Q4: 27,205 shares; 2025Q1: 29,588 shares; 2025Q2: 16,338 shares; 2025Q3: 22,510 shares; 2025Q4: 24,661 shares; 2026Q1: 47,658 shares; 2026Q2: 47,602 shares 47,602 $667K 0.06% -56 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 951 shares; 2025Q3: 977 shares; 2025Q4: 1,091 shares; 2026Q1: 1,813 shares; 2026Q2: 2,482 shares 2,482 $666K 0.06% +669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,502 shares; 2025Q3: 1,649 shares; 2025Q4: 1,548 shares; 2026Q1: 1,932 shares; 2026Q2: 2,251 shares 2,251 $661K 0.06% +319 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,072 shares; 2024Q4: 5,351 shares; 2025Q1: 5,072 shares; 2025Q2: 5,028 shares; 2025Q3: 3,887 shares; 2025Q4: 5,677 shares; 2026Q1: 5,672 shares; 2026Q2: 6,203 shares 6,203 $660K 0.06% +531 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: 861 shares; 2024Q4: 917 shares; 2025Q1: 1,429 shares; 2025Q2: 1,044 shares; 2025Q3: 1,179 shares; 2025Q4: 1,262 shares; 2026Q1: 1,202 shares; 2026Q2: 1,356 shares 1,356 $658K 0.06% +154 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,460 shares; 2024Q4: 11,298 shares; 2025Q1: 5,782 shares; 2025Q2: 6,578 shares; 2025Q3: 7,160 shares; 2025Q4: 7,983 shares; 2026Q1: 8,168 shares; 2026Q2: 8,175 shares 8,175 $652K 0.06% +7 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,507 shares; 2024Q4: 22,583 shares; 2025Q1: 23,128 shares; 2025Q2: 21,689 shares; 2025Q3: 32,780 shares; 2025Q4: 46,787 shares; 2026Q1: 50,162 shares; 2026Q2: 58,549 shares 58,549 $643K 0.06% +8,387 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,660 shares; 2024Q4: 8,249 shares; 2025Q1: 5,714 shares; 2025Q2: 5,043 shares; 2025Q3: 5,114 shares; 2025Q4: 5,012 shares; 2026Q1: 4,530 shares; 2026Q2: 4,548 shares 4,548 $630K 0.06% +18 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252 shares; 2026Q1: 337 shares; 2026Q2: 348 shares 348 $627K 0.06% +11 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560,000 shares; 2024Q4: 560,000 shares; 2025Q1: 560,000 shares; 2025Q2: 560,000 shares; 2025Q3: 560,000 shares; 2025Q4: 560,000 shares; 2026Q1: 70,626 shares; 2026Q2: 70,643 shares 70,643 $626K 0.06% +17 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: 2,933 shares; 2024Q4: 2,764 shares; 2025Q1: 2,783 shares; 2025Q2: 2,965 shares; 2025Q3: 3,170 shares; 2025Q4: 2,529 shares; 2026Q1: 2,062 shares; 2026Q2: 4,613 shares 4,613 $623K 0.06% +2,551 Timeline DFAT 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: 4,978 shares; 2025Q3: 6,817 shares; 2025Q4: 7,019 shares; 2026Q1: 8,099 shares; 2026Q2: 8,918 shares 8,918 $621K 0.06% +819 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 2,842 shares; 2025Q4: 2,885 shares; 2026Q1: 2,977 shares; 2026Q2: 3,293 shares 3,293 $620K 0.06% +316 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,276 shares; 2025Q2: 19,196 shares; 2025Q3: 17,848 shares; 2025Q4: 13,485 shares; 2026Q1: 8,832 shares; 2026Q2: 7,570 shares 7,570 $620K 0.06% -1,262 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,411 shares; 2024Q4: 3,439 shares; 2025Q1: 3,463 shares; 2025Q2: 5,538 shares; 2025Q3: 5,556 shares; 2025Q4: 5,591 shares; 2026Q1: 6,121 shares; 2026Q2: 5,986 shares 5,986 $617K 0.06% -135 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP 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: not reported; 2026Q1: 32,611 shares; 2026Q2: 47,462 shares 47,462 $615K 0.06% +14,851 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,792 shares; 2024Q4: 2,894 shares; 2025Q1: 2,484 shares; 2025Q2: 2,303 shares; 2025Q3: 1,856 shares; 2025Q4: 1,961 shares; 2026Q1: 2,037 shares; 2026Q2: 2,175 shares 2,175 $610K 0.06% +138 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: 2,894 shares; 2024Q4: 3,007 shares; 2025Q1: 2,319 shares; 2025Q2: 2,257 shares; 2025Q3: 2,113 shares; 2025Q4: 2,092 shares; 2026Q1: 2,461 shares; 2026Q2: 2,423 shares 2,423 $606K 0.06% -38 Timeline FDVV 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: 13,383 shares; 2024Q4: 13,479 shares; 2025Q1: 13,577 shares; 2025Q2: 13,852 shares; 2025Q3: 13,329 shares; 2025Q4: 11,373 shares; 2026Q1: 10,827 shares; 2026Q2: 9,749 shares 9,749 $606K 0.06% -1,078 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,013 shares; 2025Q1: 3,875 shares; 2025Q2: not reported; 2025Q3: 3,600 shares; 2025Q4: 4,502 shares; 2026Q1: 8,178 shares; 2026Q2: 8,318 shares 8,318 $605K 0.06% +140 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,689 shares; 2025Q2: 1,502 shares; 2025Q3: 2,617 shares; 2025Q4: 2,590 shares; 2026Q1: 2,653 shares; 2026Q2: 2,479 shares 2,479 $599K 0.06% -174 Timeline MGC 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: 1,730 shares; 2024Q4: 1,724 shares; 2025Q1: 1,809 shares; 2025Q2: 1,809 shares; 2025Q3: 1,913 shares; 2025Q4: 2,002 shares; 2026Q1: 2,049 shares; 2026Q2: 2,159 shares 2,159 $598K 0.06% +110 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,070 shares; 2026Q2: 9,655 shares 9,655 $596K 0.06% +1,585 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,867 shares; 2026Q1: 3,038 shares; 2026Q2: 4,759 shares 4,759 $590K 0.06% +1,721 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,692 shares; 2025Q1: 9,160 shares; 2025Q2: 9,074 shares; 2025Q3: 9,182 shares; 2025Q4: 5,481 shares; 2026Q1: 3,199 shares; 2026Q2: 4,937 shares 4,937 $587K 0.06% +1,738 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,326 shares; 2026Q1: 7,901 shares; 2026Q2: 7,787 shares 7,787 $586K 0.06% -114 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,634 shares; 2024Q4: 5,284 shares; 2025Q1: 2,731 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,132 shares; 2026Q1: 6,339 shares; 2026Q2: 6,686 shares 6,686 $585K 0.06% +347 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,144 shares; 2024Q4: 4,832 shares; 2025Q1: 5,358 shares; 2025Q2: 5,896 shares; 2025Q3: 9,079 shares; 2025Q4: 8,103 shares; 2026Q1: 5,272 shares; 2026Q2: 7,770 shares 7,770 $579K 0.06% +2,498 Timeline GLNK GRAYSCALE CHAINLINK TR ETF More: the full row for GRAYSCALE CHAINLINK TR ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares; 2026Q1: 65,009 shares; 2026Q2: 81,763 shares 81,763 $575K 0.05% +16,754 Timeline TBIL 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: 10,742 shares; 2024Q4: 10,856 shares; 2025Q1: 11,571 shares; 2025Q2: 11,041 shares; 2025Q3: 11,154 shares; 2025Q4: 11,258 shares; 2026Q1: 11,360 shares; 2026Q2: 11,461 shares 11,461 $572K 0.05% +101 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,447 shares; 2025Q3: 5,759 shares; 2025Q4: 7,107 shares; 2026Q1: 6,460 shares; 2026Q2: 7,038 shares 7,038 $570K 0.05% +578 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,288 shares; 2024Q4: 6,351 shares; 2025Q1: 5,491 shares; 2025Q2: 7,100 shares; 2025Q3: 6,176 shares; 2025Q4: 5,929 shares; 2026Q1: 5,770 shares; 2026Q2: 9,213 shares 9,213 $568K 0.05% +3,443 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: 14,746 shares; 2024Q4: 66,070 shares; 2025Q1: 56,255 shares; 2025Q2: 56,719 shares; 2025Q3: 56,719 shares; 2025Q4: 32,859 shares; 2026Q1: 51,074 shares; 2026Q2: 43,862 shares 43,862 $565K 0.05% -7,212 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: not reported; 2025Q1: not reported; 2025Q2: 2,081 shares; 2025Q3: 3,653 shares; 2025Q4: 4,205 shares; 2026Q1: 4,212 shares; 2026Q2: 5,030 shares 5,030 $563K 0.05% +818 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 695 shares; 2024Q4: 708 shares; 2025Q1: 683 shares; 2025Q2: 789 shares; 2025Q3: 843 shares; 2025Q4: 876 shares; 2026Q1: 1,002 shares; 2026Q2: 1,067 shares 1,067 $561K 0.05% +65 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,489 shares; 2024Q4: 14,256 shares; 2025Q1: 13,581 shares; 2025Q2: 13,521 shares; 2025Q3: 2,489 shares; 2025Q4: 2,244 shares; 2026Q1: 2,452 shares; 2026Q2: 2,401 shares 2,401 $560K 0.05% -51 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,342 shares; 2024Q4: 29,888 shares; 2025Q1: 34,530 shares; 2025Q2: 37,035 shares; 2025Q3: 45,282 shares; 2025Q4: 51,180 shares; 2026Q1: 55,796 shares; 2026Q2: 52,630 shares 52,630 $558K 0.05% -3,166 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,001 shares; 2024Q4: 2,931 shares; 2025Q1: 2,908 shares; 2025Q2: 2,886 shares; 2025Q3: 2,697 shares; 2025Q4: 2,583 shares; 2026Q1: 2,549 shares; 2026Q2: 2,422 shares 2,422 $551K 0.05% -127 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: not reported; 2026Q1: not reported; 2026Q2: 2,493 shares 2,493 $548K 0.05% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,188 shares; 2025Q1: not reported; 2025Q2: 1,790 shares; 2025Q3: 1,878 shares; 2025Q4: 1,942 shares; 2026Q1: 1,963 shares; 2026Q2: 2,455 shares 2,455 $546K 0.05% +492 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 2,390 shares; 2026Q1: 4,735 shares; 2026Q2: 5,019 shares 5,019 $543K 0.05% +284 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: 1,497 shares; 2024Q4: 1,806 shares; 2025Q1: 1,633 shares; 2025Q2: 1,972 shares; 2025Q3: 1,808 shares; 2025Q4: 1,910 shares; 2026Q1: 2,705 shares; 2026Q2: 3,107 shares 3,107 $540K 0.05% +402 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,562 shares; 2025Q3: 21,562 shares; 2025Q4: 21,562 shares; 2026Q1: 21,594 shares; 2026Q2: 21,681 shares 21,681 $539K 0.05% +87 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,005 shares; 2025Q1: 12,980 shares; 2025Q2: 12,980 shares; 2025Q3: 12,401 shares; 2025Q4: 10,336 shares; 2026Q1: 10,336 shares; 2026Q2: 10,051 shares 10,051 $538K 0.05% -285 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,209 shares; 2024Q4: 18,050 shares; 2025Q1: 16,073 shares; 2025Q2: 15,716 shares; 2025Q3: 15,129 shares; 2025Q4: 13,143 shares; 2026Q1: 11,165 shares; 2026Q2: 7,473 shares 7,473 $531K 0.05% -3,692 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,629 shares; 2024Q4: 2,871 shares; 2025Q1: 2,937 shares; 2025Q2: 3,229 shares; 2025Q3: 3,381 shares; 2025Q4: 3,516 shares; 2026Q1: 3,323 shares; 2026Q2: 3,816 shares 3,816 $530K 0.05% +493 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,123 shares; 2024Q4: 1,131 shares; 2025Q1: 1,133 shares; 2025Q2: 1,131 shares; 2025Q3: 1,121 shares; 2025Q4: 1,127 shares; 2026Q1: 1,109 shares; 2026Q2: 1,079 shares 1,079 $530K 0.05% -30 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,460 shares; 2026Q2: 5,081 shares 5,081 $529K 0.05% +621 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 994 shares; 2025Q1: 1,150 shares; 2025Q2: 1,185 shares; 2025Q3: 1,277 shares; 2025Q4: 1,462 shares; 2026Q1: 1,730 shares; 2026Q2: 2,169 shares 2,169 $525K 0.05% +439 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: 1,610 shares; 2024Q4: 1,549 shares; 2025Q1: 1,542 shares; 2025Q2: 1,220 shares; 2025Q3: 1,423 shares; 2025Q4: 1,429 shares; 2026Q1: 1,625 shares; 2026Q2: 1,726 shares 1,726 $524K 0.05% +101 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: 4,679 shares; 2024Q4: 4,679 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,850 shares; 2025Q4: 4,910 shares; 2026Q1: 4,910 shares; 2026Q2: 4,910 shares 4,910 $519K 0.05% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,721 shares; 2024Q4: 7,553 shares; 2025Q1: 7,018 shares; 2025Q2: 5,797 shares; 2025Q3: 5,229 shares; 2025Q4: 3,748 shares; 2026Q1: 2,608 shares; 2026Q2: 2,267 shares 2,267 $518K 0.05% -341 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,137 shares 5,137 $517K 0.05% new Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,894 shares 10,894 $516K 0.05% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,440 shares; 2026Q2: 4,316 shares 4,316 $512K 0.05% -124 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,916 shares; 2025Q2: 69,728 shares; 2025Q3: 69,226 shares; 2025Q4: 61,376 shares; 2026Q1: 78,541 shares; 2026Q2: 70,166 shares 70,166 $509K 0.05% -8,375 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: 4,175 shares; 2024Q4: 4,276 shares; 2025Q1: 4,766 shares; 2025Q2: 4,786 shares; 2025Q3: 4,409 shares; 2025Q4: 4,788 shares; 2026Q1: 5,607 shares; 2026Q2: 7,091 shares 7,091 $508K 0.05% +1,484 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,665 shares; 2024Q4: 18,808 shares; 2025Q1: 16,959 shares; 2025Q2: 17,544 shares; 2025Q3: 17,278 shares; 2025Q4: 20,554 shares; 2026Q1: 10,960 shares; 2026Q2: 9,925 shares 9,925 $502K 0.05% -1,035 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,623 shares; 2024Q4: 1,573 shares; 2025Q1: 324 shares; 2025Q2: 441 shares; 2025Q3: 536 shares; 2025Q4: 2,291 shares; 2026Q1: 3,805 shares; 2026Q2: 4,617 shares 4,617 $497K 0.05% +812 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,414 shares; 2026Q1: 2,595 shares; 2026Q2: 3,061 shares 3,061 $494K 0.05% +466 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 2,429 shares; 2025Q1: 2,826 shares; 2025Q2: 2,801 shares; 2025Q3: 2,863 shares; 2025Q4: 4,695 shares; 2026Q1: 6,049 shares; 2026Q2: 6,163 shares 6,163 $491K 0.05% +114 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,515 shares 27,515 $490K 0.05% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,581 shares; 2024Q4: 13,278 shares; 2025Q1: 14,839 shares; 2025Q2: 15,025 shares; 2025Q3: 14,905 shares; 2025Q4: 16,021 shares; 2026Q1: 18,139 shares; 2026Q2: 20,790 shares 20,790 $490K 0.05% +2,651 Timeline DISV 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: 12,084 shares; 2025Q3: 12,147 shares; 2025Q4: 12,120 shares; 2026Q1: 11,866 shares; 2026Q2: 11,950 shares 11,950 $489K 0.05% +84 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,548 shares; 2024Q4: 1,778 shares; 2025Q1: 1,607 shares; 2025Q2: 1,747 shares; 2025Q3: 1,712 shares; 2025Q4: 1,854 shares; 2026Q1: 2,080 shares; 2026Q2: 2,452 shares 2,452 $488K 0.05% +372 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,596 shares; 2026Q2: 7,278 shares 7,278 $487K 0.05% +2,682 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,682 shares; 2024Q4: 5,238 shares; 2025Q1: 5,376 shares; 2025Q2: 5,189 shares; 2025Q3: 5,510 shares; 2025Q4: 6,304 shares; 2026Q1: 8,645 shares; 2026Q2: 9,770 shares 9,770 $484K 0.05% +1,125 Timeline ACYN 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: not reported; 2026Q2: 23,373 shares 23,373 $482K 0.05% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,190 shares; 2025Q2: 1,406 shares; 2025Q3: 1,525 shares; 2025Q4: 1,833 shares; 2026Q1: 1,681 shares; 2026Q2: 1,914 shares 1,914 $481K 0.05% +233 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 722 shares; 2026Q2: 805 shares 805 $479K 0.05% +83 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,642 shares; 2024Q4: 2,512 shares; 2025Q1: 367 shares; 2025Q2: 5,560 shares; 2025Q3: 5,706 shares; 2025Q4: 5,815 shares; 2026Q1: 5,855 shares; 2026Q2: 5,549 shares 5,549 $479K 0.05% -306 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,743 shares; 2024Q4: 8,489 shares; 2025Q1: 6,317 shares; 2025Q2: 5,373 shares; 2025Q3: 14,996 shares; 2025Q4: 14,505 shares; 2026Q1: 14,625 shares; 2026Q2: 9,940 shares 9,940 $478K 0.05% -4,685 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,374 shares; 2024Q4: 11,645 shares; 2025Q1: 57,993 shares; 2025Q2: 58,961 shares; 2025Q3: 52,081 shares; 2025Q4: 46,168 shares; 2026Q1: 25,862 shares; 2026Q2: 10,152 shares 10,152 $477K 0.05% -15,710 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: 22,366 shares; 2024Q4: 30,464 shares; 2025Q1: 27,624 shares; 2025Q2: 32,789 shares; 2025Q3: 16,054 shares; 2025Q4: 10,668 shares; 2026Q1: 8,500 shares; 2026Q2: 7,740 shares 7,740 $476K 0.05% -760 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,177 shares; 2024Q4: 6,140 shares; 2025Q1: 6,323 shares; 2025Q2: 6,828 shares; 2025Q3: 6,316 shares; 2025Q4: 6,347 shares; 2026Q1: 6,888 shares; 2026Q2: 8,259 shares 8,259 $476K 0.05% +1,371 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: 14,605 shares; 2024Q4: 15,470 shares; 2025Q1: 15,244 shares; 2025Q2: 2,672 shares; 2025Q3: 2,825 shares; 2025Q4: 3,107 shares; 2026Q1: 2,986 shares; 2026Q2: 2,648 shares 2,648 $476K 0.05% -338 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,927 shares; 2024Q4: 2,632 shares; 2025Q1: 3,285 shares; 2025Q2: 3,507 shares; 2025Q3: 3,031 shares; 2025Q4: 3,320 shares; 2026Q1: 3,269 shares; 2026Q2: 3,811 shares 3,811 $475K 0.05% +542 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 16,991 shares; 2026Q1: 16,225 shares; 2026Q2: 16,225 shares 16,225 $473K 0.05% 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: 5,732 shares; 2024Q4: 5,701 shares; 2025Q1: 5,701 shares; 2025Q2: 5,704 shares; 2025Q3: 5,704 shares; 2025Q4: 5,704 shares; 2026Q1: 5,704 shares; 2026Q2: 5,704 shares 5,704 $470K 0.04% 0 Timeline MAYT 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: 11,068 shares; 2024Q4: 10,354 shares; 2025Q1: 9,454 shares; 2025Q2: 12,584 shares; 2025Q3: 11,483 shares; 2025Q4: 8,758 shares; 2026Q1: 8,628 shares; 2026Q2: 11,929 shares 11,929 $468K 0.04% +3,301 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,027 shares; 2025Q2: 1,101 shares; 2025Q3: 1,244 shares; 2025Q4: 1,361 shares; 2026Q1: 1,404 shares; 2026Q2: 1,680 shares 1,680 $465K 0.04% +276 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: 12,883 shares; 2025Q1: 12,810 shares; 2025Q2: 12,778 shares; 2025Q3: 12,478 shares; 2025Q4: 2,472 shares; 2026Q1: 2,653 shares; 2026Q2: 3,036 shares 3,036 $461K 0.04% +383 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,891 shares; 2024Q4: 5,901 shares; 2025Q1: 5,871 shares; 2025Q2: 5,854 shares; 2025Q3: 5,843 shares; 2025Q4: 5,767 shares; 2026Q1: 5,862 shares; 2026Q2: 6,056 shares 6,056 $457K 0.04% +194 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,492 shares; 2025Q1: 4,617 shares; 2025Q2: 7,042 shares; 2025Q3: 7,139 shares; 2025Q4: 6,920 shares; 2026Q1: 6,092 shares; 2026Q2: 7,068 shares 7,068 $453K 0.04% +976 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: 11,101 shares; 2024Q4: 11,227 shares; 2025Q1: 11,129 shares; 2025Q2: 11,121 shares; 2025Q3: 10,951 shares; 2025Q4: 11,187 shares; 2026Q1: 11,282 shares; 2026Q2: 11,420 shares 11,420 $448K 0.04% +138 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,256 shares; 2024Q4: 3,277 shares; 2025Q1: 3,408 shares; 2025Q2: 3,371 shares; 2025Q3: 3,438 shares; 2025Q4: 3,443 shares; 2026Q1: 3,685 shares; 2026Q2: 3,648 shares 3,648 $447K 0.04% -37 Timeline GOVT 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: 18,639 shares; 2025Q4: 19,803 shares; 2026Q1: 20,604 shares; 2026Q2: 19,588 shares 19,588 $442K 0.04% -1,016 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,210 shares; 2026Q1: 4,932 shares; 2026Q2: 4,425 shares 4,425 $439K 0.04% -507 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,698 shares; 2026Q1: 9,862 shares; 2026Q2: 9,489 shares 9,489 $438K 0.04% -373 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,787 shares 1,787 $437K 0.04% new Timeline XLF 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: 137,293 shares; 2024Q4: 135,693 shares; 2025Q1: 9,453 shares; 2025Q2: 8,744 shares; 2025Q3: 9,121 shares; 2025Q4: 8,658 shares; 2026Q1: 7,321 shares; 2026Q2: 7,735 shares 7,735 $431K 0.04% +414 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,159 shares; 2025Q4: 4,447 shares; 2026Q1: 4,447 shares; 2026Q2: 7,345 shares 7,345 $427K 0.04% +2,898 Timeline NJUL 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: 3,766 shares; 2024Q4: 3,566 shares; 2025Q1: 3,566 shares; 2025Q2: 3,276 shares; 2025Q3: 2,872 shares; 2025Q4: 2,787 shares; 2026Q1: 2,784 shares; 2026Q2: 5,511 shares 5,511 $424K 0.04% +2,727 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,997 shares; 2024Q4: 15,493 shares; 2025Q1: 15,522 shares; 2025Q2: 11,512 shares; 2025Q3: 11,474 shares; 2025Q4: 15,665 shares; 2026Q1: 17,858 shares; 2026Q2: 18,162 shares 18,162 $423K 0.04% +304 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 8,667 shares; 2026Q2: 15,465 shares 15,465 $420K 0.04% +6,798 Timeline FDN 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: 1,172 shares; 2024Q4: 1,418 shares; 2025Q1: 1,272 shares; 2025Q2: 1,269 shares; 2025Q3: 1,285 shares; 2025Q4: 1,360 shares; 2026Q1: 1,366 shares; 2026Q2: 1,516 shares 1,516 $419K 0.04% +150 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,630 shares; 2024Q4: 1,698 shares; 2025Q1: 1,746 shares; 2025Q2: 1,750 shares; 2025Q3: 1,896 shares; 2025Q4: 1,747 shares; 2026Q1: 1,828 shares; 2026Q2: 1,806 shares 1,806 $418K 0.04% -22 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,234 shares; 2024Q4: 2,477 shares; 2025Q1: 1,596 shares; 2025Q2: 1,467 shares; 2025Q3: 1,339 shares; 2025Q4: 1,320 shares; 2026Q1: 1,191 shares; 2026Q2: 1,868 shares 1,868 $410K 0.04% +677 Timeline BFRZ 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: 8,743 shares; 2025Q4: 10,277 shares; 2026Q1: 12,857 shares; 2026Q2: 15,058 shares 15,058 $410K 0.04% +2,201 Timeline APRW 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: 21,828 shares; 2024Q4: 21,521 shares; 2025Q1: 21,519 shares; 2025Q2: 21,214 shares; 2025Q3: 20,014 shares; 2025Q4: 20,014 shares; 2026Q1: 20,006 shares; 2026Q2: 10,977 shares 10,977 $409K 0.04% -9,029 Timeline QLD 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: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 4,360 shares; 2026Q1: 4,360 shares; 2026Q2: 4,360 shares 4,360 $409K 0.04% 0 Timeline VTWO 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: not reported; 2026Q2: 3,403 shares 3,403 $407K 0.04% new Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,464 shares; 2024Q4: 14,214 shares; 2025Q1: 62,380 shares; 2025Q2: 62,058 shares; 2025Q3: 55,269 shares; 2025Q4: 49,722 shares; 2026Q1: 25,911 shares; 2026Q2: 9,920 shares 9,920 $407K 0.04% -15,991 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: 2,611 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,914 shares; 2026Q2: 4,516 shares 4,516 $406K 0.04% +1,602 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,521 shares; 2025Q4: 1,686 shares; 2026Q1: 1,696 shares; 2026Q2: 2,005 shares 2,005 $404K 0.04% +309 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,527 shares; 2024Q4: 6,134 shares; 2025Q1: 5,415 shares; 2025Q2: 7,155 shares; 2025Q3: 5,698 shares; 2025Q4: 5,202 shares; 2026Q1: 4,858 shares; 2026Q2: 3,371 shares 3,371 $404K 0.04% -1,487 Timeline EWJ 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: 2,883 shares; 2026Q1: 4,176 shares; 2026Q2: 4,261 shares 4,261 $403K 0.04% +85 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,805 shares; 2024Q4: 6,765 shares; 2025Q1: not reported; 2025Q2: 6,725 shares; 2025Q3: 6,680 shares; 2025Q4: 9,130 shares; 2026Q1: 8,625 shares; 2026Q2: 10,206 shares 10,206 $401K 0.04% +1,581 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,626 shares 3,626 $399K 0.04% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,743 shares 1,743 $395K 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,915 shares 7,915 $393K 0.04% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,288 shares; 2024Q4: 3,201 shares; 2025Q1: 3,440 shares; 2025Q2: 3,250 shares; 2025Q3: 3,253 shares; 2025Q4: 5,533 shares; 2026Q1: 150,894 shares; 2026Q2: 7,076 shares 7,076 $389K 0.04% -143,818 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: 11,647 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,166 shares; 2025Q3: 1,147 shares; 2025Q4: 1,182 shares; 2026Q1: 1,127 shares; 2026Q2: 1,136 shares 1,136 $385K 0.04% +9 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,045 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,060 shares; 2026Q2: 3,334 shares 3,334 $383K 0.04% +274 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: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,086 shares; 2025Q4: 982 shares; 2026Q1: 1,007 shares; 2026Q2: 876 shares 876 $376K 0.04% -131 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,009 shares; 2026Q1: 3,394 shares; 2026Q2: 3,856 shares 3,856 $375K 0.04% +462 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,699 shares 1,699 $375K 0.04% new Timeline USIG 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: 7,079 shares; 2025Q4: 8,277 shares; 2026Q1: 8,907 shares; 2026Q2: 7,361 shares 7,361 $373K 0.04% -1,546 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,359 shares; 2025Q4: 6,359 shares; 2026Q1: 8,412 shares; 2026Q2: 8,431 shares 8,431 $372K 0.04% +19 Timeline EFA 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: 2,880 shares; 2025Q4: 2,570 shares; 2026Q1: 2,704 shares; 2026Q2: 3,535 shares 3,535 $369K 0.04% +831 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,656 shares; 2024Q4: 1,499 shares; 2025Q1: 1,207 shares; 2025Q2: 1,145 shares; 2025Q3: 1,029 shares; 2025Q4: 999 shares; 2026Q1: 1,032 shares; 2026Q2: 1,286 shares 1,286 $368K 0.04% +254 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,006 shares; 2025Q3: 6,671 shares; 2025Q4: 6,669 shares; 2026Q1: 6,525 shares; 2026Q2: 7,106 shares 7,106 $368K 0.04% +581 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,749 shares; 2026Q2: 3,845 shares 3,845 $366K 0.03% +96 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,251 shares; 2026Q1: 1,426 shares; 2026Q2: 1,643 shares 1,643 $366K 0.03% +217 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,903 shares; 2025Q2: 909 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,955 shares 1,955 $366K 0.03% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,949 shares; 2026Q2: 6,594 shares 6,594 $365K 0.03% -355 Timeline HYLS 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: not reported; 2026Q2: 8,887 shares 8,887 $362K 0.03% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,265 shares; 2024Q4: 25,892 shares; 2025Q1: 22,560 shares; 2025Q2: 21,552 shares; 2025Q3: 19,712 shares; 2025Q4: 19,620 shares; 2026Q1: 2,502 shares; 2026Q2: 3,370 shares 3,370 $361K 0.03% +868 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: 879 shares; 2024Q4: 875 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 829 shares; 2025Q4: 1,496 shares; 2026Q1: 1,572 shares; 2026Q2: 764 shares 764 $358K 0.03% -808 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,209 shares; 2025Q3: 7,530 shares; 2025Q4: 7,115 shares; 2026Q1: 6,704 shares; 2026Q2: 7,125 shares 7,125 $358K 0.03% +421 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,421 shares; 2025Q2: 4,273 shares; 2025Q3: 4,930 shares; 2025Q4: 3,612 shares; 2026Q1: 3,185 shares; 2026Q2: 3,365 shares 3,365 $357K 0.03% +180 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,552 shares; 2025Q2: 6,633 shares; 2025Q3: 7,351 shares; 2025Q4: 7,291 shares; 2026Q1: 12,517 shares; 2026Q2: 9,840 shares 9,840 $357K 0.03% -2,677 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,963 shares; 2025Q1: 6,740 shares; 2025Q2: 1,896 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,636 shares 1,636 $351K 0.03% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,254 shares; 2024Q4: 3,263 shares; 2025Q1: 3,155 shares; 2025Q2: 3,163 shares; 2025Q3: 3,131 shares; 2025Q4: 2,943 shares; 2026Q1: 2,987 shares; 2026Q2: 2,986 shares 2,986 $349K 0.03% -1 Timeline GNK GENCO SHIPPING & TRADING LTD More: the full row for GENCO SHIPPING & TRADING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,363 shares; 2024Q4: 66,253 shares; 2025Q1: 61,906 shares; 2025Q2: 67,798 shares; 2025Q3: 51,713 shares; 2025Q4: 33,054 shares; 2026Q1: 18,738 shares; 2026Q2: 13,656 shares 13,656 $348K 0.03% -5,082 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,687 shares; 2026Q2: 4,446 shares 4,446 $347K 0.03% +759 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,783 shares; 2024Q4: 1,702 shares; 2025Q1: 1,614 shares; 2025Q2: 1,668 shares; 2025Q3: 3,046 shares; 2025Q4: 2,984 shares; 2026Q1: 1,404 shares; 2026Q2: 1,425 shares 1,425 $345K 0.03% +21 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 362 shares; 2025Q1: 419 shares; 2025Q2: 378 shares; 2025Q3: not reported; 2025Q4: 346 shares; 2026Q1: 356 shares; 2026Q2: 494 shares 494 $341K 0.03% +138 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,744 shares; 2025Q4: 3,580 shares; 2026Q1: 3,821 shares; 2026Q2: 3,704 shares 3,704 $339K 0.03% -117 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,919 shares; 2024Q4: 12,289 shares; 2025Q1: 14,499 shares; 2025Q2: 10,687 shares; 2025Q3: 10,864 shares; 2025Q4: 11,057 shares; 2026Q1: 12,751 shares; 2026Q2: 15,631 shares 15,631 $338K 0.03% +2,880 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,377 shares; 2024Q4: 11,612 shares; 2025Q1: 7,364 shares; 2025Q2: 7,364 shares; 2025Q3: 9,441 shares; 2025Q4: 9,471 shares; 2026Q1: 9,270 shares; 2026Q2: 8,013 shares 8,013 $338K 0.03% -1,257 Timeline PURR HYPERLIQUID STRATEGIES INC More: the full row for HYPERLIQUID STRATEGIES 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: 20,018 shares; 2026Q2: 44,575 shares 44,575 $337K 0.03% +24,557 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,727 shares; 2026Q2: 9,390 shares 9,390 $336K 0.03% +663 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,891 shares; 2024Q4: 4,659 shares; 2025Q1: 6,078 shares; 2025Q2: 5,089 shares; 2025Q3: 4,370 shares; 2025Q4: 3,439 shares; 2026Q1: 3,632 shares; 2026Q2: 4,222 shares 4,222 $335K 0.03% +590 Timeline APRT 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: 10,559 shares; 2024Q4: 10,084 shares; 2025Q1: 9,584 shares; 2025Q2: 9,434 shares; 2025Q3: 7,684 shares; 2025Q4: 7,624 shares; 2026Q1: 6,852 shares; 2026Q2: 7,237 shares 7,237 $333K 0.03% +385 Timeline PFM 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: not reported; 2026Q2: 5,913 shares 5,913 $331K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,666 shares; 2026Q2: 6,873 shares 6,873 $329K 0.03% +207 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,001 shares 1,001 $327K 0.03% new Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,923 shares; 2026Q2: 14,923 shares 14,923 $327K 0.03% 0 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,279 shares; 2024Q4: 22,001 shares; 2025Q1: 20,850 shares; 2025Q2: 20,406 shares; 2025Q3: 19,541 shares; 2025Q4: 18,217 shares; 2026Q1: 20,307 shares; 2026Q2: 31,763 shares 31,763 $326K 0.03% +11,456 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: 22,837 shares; 2026Q1: 22,698 shares; 2026Q2: 15,305 shares 15,305 $325K 0.03% -7,393 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,931 shares; 2024Q4: 8,928 shares; 2025Q1: 13,351 shares; 2025Q2: 12,482 shares; 2025Q3: 11,894 shares; 2025Q4: 11,894 shares; 2026Q1: 5,257 shares; 2026Q2: 6,432 shares 6,432 $324K 0.03% +1,175 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,956 shares; 2025Q3: 10,315 shares; 2025Q4: 7,586 shares; 2026Q1: 7,063 shares; 2026Q2: 5,346 shares 5,346 $323K 0.03% -1,717 Timeline BALT 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: 6,130 shares; 2026Q1: 8,654 shares; 2026Q2: 9,364 shares 9,364 $322K 0.03% +710 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,962 shares 3,962 $321K 0.03% new Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 5,083 shares; 2026Q2: 5,752 shares 5,752 $319K 0.03% +669 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,709 shares; 2024Q4: 1,833 shares; 2025Q1: 2,318 shares; 2025Q2: 3,402 shares; 2025Q3: 3,643 shares; 2025Q4: 3,845 shares; 2026Q1: 2,332 shares; 2026Q2: 2,353 shares 2,353 $318K 0.03% +21 Timeline BFEB 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: 7,153 shares; 2025Q2: 6,397 shares; 2025Q3: 6,397 shares; 2025Q4: 6,397 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $318K 0.03% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,749 shares; 2026Q2: 3,942 shares 3,942 $317K 0.03% +193 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,221 shares; 2026Q2: 6,738 shares 6,738 $316K 0.03% +2,517 Timeline GWX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,982 shares; 2025Q3: 7,185 shares; 2025Q4: 7,184 shares; 2026Q1: 7,175 shares; 2026Q2: 7,184 shares 7,184 $315K 0.03% +9 Timeline GPIX 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: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 5,650 shares 5,650 $315K 0.03% +1,650 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,582 shares 4,582 $313K 0.03% new Timeline DFSI 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: 5,829 shares; 2025Q3: 5,832 shares; 2025Q4: 5,915 shares; 2026Q1: 6,809 shares; 2026Q2: 6,875 shares 6,875 $312K 0.03% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,556 shares; 2025Q4: 2,567 shares; 2026Q1: 2,576 shares; 2026Q2: 2,582 shares 2,582 $311K 0.03% +6 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: 2,297 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 1,872 shares; 2025Q4: 2,294 shares; 2026Q1: 3,030 shares; 2026Q2: 2,765 shares 2,765 $311K 0.03% -265 Timeline NVBT 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: 9,002 shares; 2026Q1: 9,290 shares; 2026Q2: 7,795 shares 7,795 $311K 0.03% -1,495 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,533 shares; 2026Q2: 3,753 shares 3,753 $311K 0.03% +220 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 823 shares; 2026Q2: 830 shares 830 $310K 0.03% +7 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: 11,638 shares; 2024Q4: 13,395 shares; 2025Q1: 11,896 shares; 2025Q2: 10,850 shares; 2025Q3: 9,116 shares; 2025Q4: 5,937 shares; 2026Q1: 4,282 shares; 2026Q2: 3,414 shares 3,414 $309K 0.03% -868 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 547 shares; 2025Q3: 657 shares; 2025Q4: 572 shares; 2026Q1: 536 shares; 2026Q2: 466 shares 466 $307K 0.03% -70 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,966 shares; 2025Q4: 12,063 shares; 2026Q1: 13,187 shares; 2026Q2: 13,188 shares 13,188 $304K 0.03% +1 Timeline IGIB 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: 5,470 shares; 2025Q4: 5,307 shares; 2026Q1: 5,996 shares; 2026Q2: 5,754 shares 5,754 $303K 0.03% -242 Timeline JULH 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: 11,445 shares; 2024Q4: 9,739 shares; 2025Q1: 9,739 shares; 2025Q2: 13,269 shares; 2025Q3: 12,816 shares; 2025Q4: 12,616 shares; 2026Q1: 12,886 shares; 2026Q2: 11,931 shares 11,931 $297K 0.03% -955 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,822 shares; 2024Q4: 3,778 shares; 2025Q1: 3,646 shares; 2025Q2: 3,272 shares; 2025Q3: not reported; 2025Q4: 5,235 shares; 2026Q1: 5,842 shares; 2026Q2: 5,196 shares 5,196 $293K 0.03% -646 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,015 shares; 2024Q4: 5,769 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,456 shares; 2025Q4: 5,269 shares; 2026Q1: 5,269 shares; 2026Q2: 5,269 shares 5,269 $292K 0.03% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,068 shares; 2026Q2: 6,741 shares 6,741 $291K 0.03% +1,673 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: not reported; 2024Q4: not reported; 2025Q1: 1,770 shares; 2025Q2: 1,877 shares; 2025Q3: 2,853 shares; 2025Q4: 3,184 shares; 2026Q1: 1,753 shares; 2026Q2: 2,211 shares 2,211 $289K 0.03% +458 Timeline SCIO 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: not reported; 2026Q2: 14,028 shares 14,028 $289K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,549 shares; 2026Q2: 9,312 shares 9,312 $288K 0.03% +763 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,917 shares 2,917 $284K 0.03% new Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,500 shares; 2024Q4: 16,400 shares; 2025Q1: 16,412 shares; 2025Q2: 16,424 shares; 2025Q3: 16,435 shares; 2025Q4: 33,481 shares; 2026Q1: 35,098 shares; 2026Q2: 41,239 shares 41,239 $282K 0.03% +6,141 Timeline VB 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: 914 shares; 2024Q4: 907 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 764 shares; 2026Q2: 943 shares 943 $281K 0.03% +179 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,706 shares; 2025Q2: 24,766 shares; 2025Q3: 24,161 shares; 2025Q4: 24,161 shares; 2026Q1: 23,635 shares; 2026Q2: 25,578 shares 25,578 $280K 0.03% +1,943 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,891 shares; 2024Q4: 11,891 shares; 2025Q1: 11,891 shares; 2025Q2: 11,891 shares; 2025Q3: 11,891 shares; 2025Q4: 11,891 shares; 2026Q1: 11,891 shares; 2026Q2: 11,891 shares 11,891 $279K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,830 shares; 2025Q1: not reported; 2025Q2: 35,452 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,520 shares 1,520 $277K 0.03% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,781 shares; 2026Q2: 4,565 shares 4,565 $276K 0.03% -216 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,697 shares; 2026Q2: 2,988 shares 2,988 $275K 0.03% +291 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,893 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,571 shares 3,571 $275K 0.03% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,044 shares; 2024Q4: 3,028 shares; 2025Q1: 3,709 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,517 shares 3,517 $273K 0.03% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,413 shares; 2024Q4: 2,413 shares; 2025Q1: 2,452 shares; 2025Q2: 2,429 shares; 2025Q3: 2,481 shares; 2025Q4: 2,456 shares; 2026Q1: 2,414 shares; 2026Q2: 2,686 shares 2,686 $272K 0.03% +272 Timeline JANT 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: 5,464 shares; 2025Q3: 5,302 shares; 2025Q4: 5,317 shares; 2026Q1: 6,136 shares; 2026Q2: 6,136 shares 6,136 $272K 0.03% 0 Timeline SDY 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: 1,422 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,753 shares 1,753 $271K 0.03% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 1,507 shares 1,507 $270K 0.03% new Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST 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: not reported; 2026Q1: not reported; 2026Q2: 10,917 shares 10,917 $268K 0.03% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,728 shares; 2024Q4: 6,674 shares; 2025Q1: 6,471 shares; 2025Q2: 6,353 shares; 2025Q3: 6,417 shares; 2025Q4: 6,257 shares; 2026Q1: 5,669 shares; 2026Q2: 5,300 shares 5,300 $267K 0.03% -369 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,618 shares; 2025Q4: 1,673 shares; 2026Q1: 1,357 shares; 2026Q2: 1,327 shares 1,327 $267K 0.03% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,422 shares; 2025Q4: 2,520 shares; 2026Q1: not reported; 2026Q2: 3,029 shares 3,029 $267K 0.03% new Timeline PHYS 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: 8,965 shares; 2025Q4: 8,645 shares; 2026Q1: 8,595 shares; 2026Q2: 8,595 shares 8,595 $266K 0.03% 0 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares; 2026Q1: 35,799 shares; 2026Q2: 25,000 shares 25,000 $265K 0.03% -10,799 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,462 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,016 shares; 2025Q4: 3,173 shares; 2026Q1: not reported; 2026Q2: 3,644 shares 3,644 $263K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,024 shares; 2025Q2: 1,058 shares; 2025Q3: 1,112 shares; 2025Q4: 1,246 shares; 2026Q1: not reported; 2026Q2: 1,782 shares 1,782 $263K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 572 shares; 2024Q4: 578 shares; 2025Q1: 573 shares; 2025Q2: 663 shares; 2025Q3: 782 shares; 2025Q4: 411 shares; 2026Q1: 443 shares; 2026Q2: 485 shares 485 $262K 0.02% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,838 shares; 2025Q4: 1,791 shares; 2026Q1: 1,799 shares; 2026Q2: 1,740 shares 1,740 $262K 0.02% -59 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 1,911 shares 1,911 $258K 0.02% new Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,046 shares; 2025Q1: 80,912 shares; 2025Q2: 84,672 shares; 2025Q3: 75,039 shares; 2025Q4: 66,842 shares; 2026Q1: 29,476 shares; 2026Q2: 13,489 shares 13,489 $256K 0.02% -15,987 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 519 shares; 2026Q1: 512 shares; 2026Q2: 531 shares 531 $251K 0.02% +19 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,894 shares; 2024Q4: 3,894 shares; 2025Q1: not reported; 2025Q2: 2,113 shares; 2025Q3: 2,710 shares; 2025Q4: 2,568 shares; 2026Q1: 2,428 shares; 2026Q2: 2,613 shares 2,613 $251K 0.02% +185 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,959 shares; 2026Q2: 7,273 shares 7,273 $250K 0.02% +1,314 Timeline HYBL 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: not reported; 2026Q1: not reported; 2026Q2: 8,904 shares 8,904 $248K 0.02% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,817 shares; 2024Q4: 9,012 shares; 2025Q1: 8,711 shares; 2025Q2: 8,743 shares; 2025Q3: 6,463 shares; 2025Q4: 6,491 shares; 2026Q1: 6,497 shares; 2026Q2: 6,737 shares 6,737 $247K 0.02% +240 Timeline