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: 171,579 shares; 2024Q4: 179,083 shares; 2025Q1: 164,345 shares; 2025Q2: 161,485 shares; 2025Q3: 165,336 shares; 2025Q4: 173,663 shares; 2026Q1: 162,438 shares; 2026Q2: 168,415 shares 168,415 $116M 7.72% +5,977 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: 274,890 shares; 2024Q4: 278,071 shares; 2025Q1: 275,467 shares; 2025Q2: 279,204 shares; 2025Q3: 290,928 shares; 2025Q4: 303,355 shares; 2026Q1: 276,339 shares; 2026Q2: 282,286 shares 282,286 $66.8M 4.46% +5,947 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,434 shares; 2024Q4: 260,132 shares; 2025Q1: 226,184 shares; 2025Q2: 181,924 shares; 2025Q3: 192,383 shares; 2025Q4: 189,714 shares; 2026Q1: 1,090,341 shares; 2026Q2: 1,230,918 shares 1,230,918 $61.7M 4.12% +140,577 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: 401,473 shares; 2024Q4: 369,964 shares; 2025Q1: 421,988 shares; 2025Q2: 958,298 shares; 2025Q3: 1,161,409 shares; 2025Q4: 1,122,026 shares; 2026Q1: 1,178,248 shares; 2026Q2: 1,207,725 shares 1,207,725 $61M 4.07% +29,477 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: 224,989 shares; 2024Q4: 224,939 shares; 2025Q1: 368,266 shares; 2025Q2: 663,740 shares; 2025Q3: 813,729 shares; 2025Q4: 826,843 shares; 2026Q1: 569,456 shares; 2026Q2: 565,803 shares 565,803 $57M 3.81% -3,653 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: 142,658 shares; 2024Q4: 157,174 shares; 2025Q1: 153,305 shares; 2025Q2: 159,678 shares; 2025Q3: 168,121 shares; 2025Q4: 169,841 shares; 2026Q1: 168,837 shares; 2026Q2: 164,263 shares 164,263 $47.5M 3.17% -4,574 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 898,345 shares; 2026Q2: 907,716 shares 907,716 $47.5M 3.17% +9,371 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,954 shares; 2025Q4: 838,842 shares; 2026Q1: 1,119,430 shares; 2026Q2: 1,083,118 shares 1,083,118 $36.3M 2.42% -36,312 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 946,775 shares; 2026Q2: 832,574 shares 832,574 $31M 2.07% -114,201 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,752 shares; 2024Q4: 125,171 shares; 2025Q1: 126,960 shares; 2025Q2: 139,010 shares; 2025Q3: 145,312 shares; 2025Q4: 141,022 shares; 2026Q1: 147,806 shares; 2026Q2: 147,120 shares 147,120 $29.4M 1.96% -686 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: 47,000 shares; 2024Q4: 47,033 shares; 2025Q1: 46,963 shares; 2025Q2: 46,985 shares; 2025Q3: 48,593 shares; 2025Q4: 48,606 shares; 2026Q1: 48,562 shares; 2026Q2: 48,628 shares 48,628 $24.8M 1.65% +66 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: 271,220 shares; 2024Q4: 142,442 shares; 2025Q1: 138,827 shares; 2025Q2: 167,862 shares; 2025Q3: 246,735 shares; 2025Q4: 239,641 shares; 2026Q1: 237,345 shares; 2026Q2: 268,913 shares 268,913 $23.6M 1.58% +31,568 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: 49,184 shares; 2024Q4: 52,140 shares; 2025Q1: 47,363 shares; 2025Q2: 36,719 shares; 2025Q3: 39,968 shares; 2025Q4: 45,220 shares; 2026Q1: 46,215 shares; 2026Q2: 184,825 shares 184,825 $22.9M 1.53% +138,610 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: 299,632 shares; 2024Q4: 199,299 shares; 2025Q1: 226,895 shares; 2025Q2: 362,108 shares; 2025Q3: 401,372 shares; 2025Q4: 435,010 shares; 2026Q1: 360,560 shares; 2026Q2: 284,318 shares 284,318 $20.3M 1.35% -76,242 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: 55,425 shares; 2024Q4: 55,414 shares; 2025Q1: 57,025 shares; 2025Q2: 55,307 shares; 2025Q3: 56,140 shares; 2025Q4: 54,168 shares; 2026Q1: 54,460 shares; 2026Q2: 54,673 shares 54,673 $20.2M 1.35% +213 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,960 shares; 2024Q4: 10,436 shares; 2025Q1: 10,436 shares; 2025Q2: 10,436 shares; 2025Q3: 16,026 shares; 2025Q4: 22,863 shares; 2026Q1: 573,731 shares; 2026Q2: 597,689 shares 597,689 $17.5M 1.17% +23,958 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: 5,093 shares; 2024Q4: 2,861 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,484 shares; 2026Q1: 143,169 shares; 2026Q2: 186,919 shares 186,919 $17.1M 1.14% +43,750 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: not reported; 2025Q4: not reported; 2026Q1: 125,105 shares; 2026Q2: 170,054 shares 170,054 $16.4M 1.1% +44,949 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: 219,777 shares; 2024Q4: 225,427 shares; 2025Q1: 164,841 shares; 2025Q2: 86,215 shares; 2025Q3: 80,986 shares; 2025Q4: 76,189 shares; 2026Q1: 115,325 shares; 2026Q2: 119,280 shares 119,280 $14.9M 0.99% +3,955 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,318 shares; 2026Q1: 130,262 shares; 2026Q2: 138,027 shares 138,027 $14.7M 0.98% +7,765 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173,271 shares; 2026Q2: 137,430 shares 137,430 $13.8M 0.92% -35,841 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: 38,782 shares; 2024Q4: 38,870 shares; 2025Q1: 36,431 shares; 2025Q2: 39,398 shares; 2025Q3: 42,093 shares; 2025Q4: 43,179 shares; 2026Q1: 42,970 shares; 2026Q2: 37,002 shares 37,002 $13.8M 0.92% -5,968 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,360 shares; 2024Q4: 101,585 shares; 2025Q1: 108,175 shares; 2025Q2: 104,446 shares; 2025Q3: 90,207 shares; 2025Q4: 94,888 shares; 2026Q1: 94,735 shares; 2026Q2: 62,207 shares 62,207 $13.2M 0.88% -32,528 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416,426 shares; 2026Q1: 469,680 shares; 2026Q2: 489,698 shares 489,698 $13M 0.87% +20,018 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: 33,518 shares; 2024Q4: 35,178 shares; 2025Q1: 33,815 shares; 2025Q2: 32,532 shares; 2025Q3: 33,171 shares; 2025Q4: 36,090 shares; 2026Q1: 35,900 shares; 2026Q2: 35,163 shares 35,163 $12.6M 0.84% -737 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: 19,308 shares; 2024Q4: 18,613 shares; 2025Q1: 19,740 shares; 2025Q2: 20,400 shares; 2025Q3: 48,632 shares; 2025Q4: 48,549 shares; 2026Q1: 47,715 shares; 2026Q2: 47,366 shares 47,366 $12M 0.8% -349 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: 3,858 shares; 2024Q4: 3,820 shares; 2025Q1: 5,948 shares; 2025Q2: 5,491 shares; 2025Q3: 5,571 shares; 2025Q4: 30,604 shares; 2026Q1: 36,365 shares; 2026Q2: 142,783 shares 142,783 $11.5M 0.77% +106,418 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: 45,923 shares; 2024Q4: 43,860 shares; 2025Q1: 42,776 shares; 2025Q2: 45,795 shares; 2025Q3: 50,438 shares; 2025Q4: 51,180 shares; 2026Q1: 52,028 shares; 2026Q2: 47,831 shares 47,831 $11.4M 0.76% -4,197 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 328,493 shares; 2025Q2: 358,456 shares; 2025Q3: 405,102 shares; 2025Q4: 457,777 shares; 2026Q1: 411,435 shares; 2026Q2: 440,389 shares 440,389 $10.5M 0.7% +28,954 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: 15,661 shares; 2024Q4: 15,572 shares; 2025Q1: 15,282 shares; 2025Q2: 16,103 shares; 2025Q3: 16,252 shares; 2025Q4: 16,546 shares; 2026Q1: 18,618 shares; 2026Q2: 28,825 shares 28,825 $10.2M 0.68% +10,207 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,564 shares; 2024Q4: 72,152 shares; 2025Q1: 61,072 shares; 2025Q2: 73,012 shares; 2025Q3: 61,926 shares; 2025Q4: 58,975 shares; 2026Q1: 64,355 shares; 2026Q2: 107,061 shares 107,061 $8.97M 0.6% +42,706 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: 5,103 shares; 2024Q4: 5,343 shares; 2025Q1: 5,361 shares; 2025Q2: 5,443 shares; 2025Q3: 6,073 shares; 2025Q4: 6,741 shares; 2026Q1: 7,270 shares; 2026Q2: 7,235 shares 7,235 $8.68M 0.58% -35 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,714 shares; 2024Q4: 111,208 shares; 2025Q1: 149,255 shares; 2025Q2: 168,385 shares; 2025Q3: 159,435 shares; 2025Q4: 166,799 shares; 2026Q1: 169,999 shares; 2026Q2: 179,938 shares 179,938 $8.67M 0.58% +9,939 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,526 shares; 2024Q4: 217,319 shares; 2025Q1: 189,249 shares; 2025Q2: 179,848 shares; 2025Q3: 118,133 shares; 2025Q4: 131,154 shares; 2026Q1: 133,476 shares; 2026Q2: 147,367 shares 147,367 $8.5M 0.57% +13,891 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: 14,043 shares; 2024Q4: 15,806 shares; 2025Q1: 11,825 shares; 2025Q2: 12,553 shares; 2025Q3: 12,528 shares; 2025Q4: 15,774 shares; 2026Q1: 17,171 shares; 2026Q2: 21,361 shares 21,361 $8.07M 0.54% +4,190 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: 15,234 shares; 2024Q4: 15,514 shares; 2025Q1: 12,904 shares; 2025Q2: 15,479 shares; 2025Q3: 41,757 shares; 2025Q4: 41,732 shares; 2026Q1: 42,722 shares; 2026Q2: 31,610 shares 31,610 $7.78M 0.52% -11,112 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: 92,169 shares; 2025Q3: 104,126 shares; 2025Q4: 117,686 shares; 2026Q1: 124,768 shares; 2026Q2: 130,370 shares 130,370 $7.73M 0.52% +5,602 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: 18,449 shares; 2024Q4: 19,249 shares; 2025Q1: 20,205 shares; 2025Q2: 20,252 shares; 2025Q3: 20,497 shares; 2025Q4: 24,013 shares; 2026Q1: 23,302 shares; 2026Q2: 23,396 shares 23,396 $7.66M 0.51% +94 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,837 shares; 2024Q4: 51,228 shares; 2025Q1: 51,623 shares; 2025Q2: 53,158 shares; 2025Q3: 57,147 shares; 2025Q4: 54,091 shares; 2026Q1: 52,988 shares; 2026Q2: 259,472 shares 259,472 $7.11M 0.47% +206,484 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: 25,457 shares; 2024Q4: 12,654 shares; 2025Q1: 13,530 shares; 2025Q2: 15,157 shares; 2025Q3: 15,269 shares; 2025Q4: 16,055 shares; 2026Q1: 18,635 shares; 2026Q2: 23,381 shares 23,381 $7.09M 0.47% +4,746 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: 50,743 shares; 2024Q4: 49,475 shares; 2025Q1: 8,806 shares; 2025Q2: 47,355 shares; 2025Q3: 45,984 shares; 2025Q4: 69,505 shares; 2026Q1: 29,695 shares; 2026Q2: 58,086 shares 58,086 $6.91M 0.46% +28,391 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,963 shares; 2024Q4: 292,330 shares; 2025Q1: 301,618 shares; 2025Q2: 52,130 shares; 2025Q3: 72,492 shares; 2025Q4: 88,000 shares; 2026Q1: 84,982 shares; 2026Q2: 147,684 shares 147,684 $6.72M 0.45% +62,702 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,596 shares; 2024Q4: 25,870 shares; 2025Q1: 28,996 shares; 2025Q2: 38,737 shares; 2025Q3: 37,851 shares; 2025Q4: 41,313 shares; 2026Q1: 116,698 shares; 2026Q2: 126,017 shares 126,017 $6.67M 0.45% +9,319 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,367 shares; 2026Q2: 80,215 shares 80,215 $6.64M 0.44% +3,848 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: 7,029 shares; 2024Q4: 7,341 shares; 2025Q1: 7,819 shares; 2025Q2: 8,377 shares; 2025Q3: 9,011 shares; 2025Q4: 8,780 shares; 2026Q1: 10,443 shares; 2026Q2: 10,091 shares 10,091 $5.68M 0.38% -352 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: 15,487 shares; 2024Q4: 15,068 shares; 2025Q1: 16,399 shares; 2025Q2: 16,811 shares; 2025Q3: 17,681 shares; 2025Q4: 21,013 shares; 2026Q1: 22,472 shares; 2026Q2: 22,462 shares 22,462 $5.65M 0.38% -10 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: 27,459 shares; 2024Q4: 29,858 shares; 2025Q1: 30,207 shares; 2025Q2: 29,979 shares; 2025Q3: 34,960 shares; 2025Q4: 36,361 shares; 2026Q1: 37,024 shares; 2026Q2: 35,992 shares 35,992 $5.65M 0.38% -1,032 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: 20,419 shares; 2024Q4: 20,238 shares; 2025Q1: 24,200 shares; 2025Q2: 18,320 shares; 2025Q3: 15,615 shares; 2025Q4: 15,298 shares; 2026Q1: 18,335 shares; 2026Q2: 7,343 shares 7,343 $5.48M 0.37% -10,992 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: 3,468 shares; 2024Q4: 3,962 shares; 2025Q1: 3,334 shares; 2025Q2: 4,264 shares; 2025Q3: 5,259 shares; 2025Q4: 4,805 shares; 2026Q1: 4,393 shares; 2026Q2: 5,133 shares 5,133 $5.47M 0.36% +740 Timeline RWJ 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: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 91,826 shares 91,826 $5.46M 0.36% +84,326 Timeline SCHZ 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: 101,532 shares; 2024Q4: 202,482 shares; 2025Q1: not reported; 2025Q2: 218,775 shares; 2025Q3: 218,628 shares; 2025Q4: 218,277 shares; 2026Q1: 19,497 shares; 2026Q2: 233,114 shares 233,114 $5.39M 0.36% +213,617 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: 2,951 shares; 2024Q4: 3,517 shares; 2025Q1: 3,597 shares; 2025Q2: 4,327 shares; 2025Q3: 4,438 shares; 2025Q4: 4,097 shares; 2026Q1: 8,332 shares; 2026Q2: 6,905 shares 6,905 $5.17M 0.35% -1,427 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: 68,483 shares; 2024Q4: 68,700 shares; 2025Q1: 15,230 shares; 2025Q2: 83,075 shares; 2025Q3: 81,582 shares; 2025Q4: 115,604 shares; 2026Q1: 46,431 shares; 2026Q2: 95,123 shares 95,123 $4.79M 0.32% +48,692 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: 24,993 shares; 2024Q4: 32,265 shares; 2025Q1: 32,558 shares; 2025Q2: 35,303 shares; 2025Q3: 35,445 shares; 2025Q4: 42,258 shares; 2026Q1: 36,246 shares; 2026Q2: 36,859 shares 36,859 $4.74M 0.32% +613 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: 5,160 shares; 2024Q4: 5,504 shares; 2025Q1: 7,270 shares; 2025Q2: 5,577 shares; 2025Q3: 3,456 shares; 2025Q4: 3,764 shares; 2026Q1: 4,678 shares; 2026Q2: 6,311 shares 6,311 $4.65M 0.31% +1,633 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: 6,133 shares; 2024Q4: 7,230 shares; 2025Q1: 6,682 shares; 2025Q2: 8,743 shares; 2025Q3: 8,927 shares; 2025Q4: 9,126 shares; 2026Q1: 11,081 shares; 2026Q2: 10,955 shares 10,955 $4.61M 0.31% -126 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,788 shares; 2024Q4: 7,447 shares; 2025Q1: 10,838 shares; 2025Q2: 12,496 shares; 2025Q3: 14,226 shares; 2025Q4: 37,127 shares; 2026Q1: 38,494 shares; 2026Q2: 48,590 shares 48,590 $4.48M 0.3% +10,096 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: 44,099 shares; 2024Q4: 45,868 shares; 2025Q1: 44,873 shares; 2025Q2: 46,394 shares; 2025Q3: 49,973 shares; 2025Q4: 52,097 shares; 2026Q1: 49,490 shares; 2026Q2: 49,345 shares 49,345 $4.48M 0.3% -145 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: 6,519 shares; 2024Q4: 7,672 shares; 2025Q1: 7,740 shares; 2025Q2: 7,555 shares; 2025Q3: 7,573 shares; 2025Q4: 7,760 shares; 2026Q1: 7,817 shares; 2026Q2: 51,109 shares 51,109 $4.4M 0.29% +43,292 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 2,446 shares; 2025Q4: 2,496 shares; 2026Q1: 3,263 shares; 2026Q2: 3,667 shares 3,667 $4.23M 0.28% +404 Timeline RSPA 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: 37,360 shares; 2025Q4: 58,380 shares; 2026Q1: 70,083 shares; 2026Q2: 78,670 shares 78,670 $4.2M 0.28% +8,587 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: 45,420 shares; 2024Q4: 10,216 shares; 2025Q1: 13,719 shares; 2025Q2: 21,241 shares; 2025Q3: 23,790 shares; 2025Q4: 84,338 shares; 2026Q1: 68,725 shares; 2026Q2: 68,318 shares 68,318 $4.15M 0.28% -407 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: 25,991 shares; 2024Q4: 26,348 shares; 2025Q1: 30,127 shares; 2025Q2: 30,829 shares; 2025Q3: 31,332 shares; 2025Q4: 28,239 shares; 2026Q1: 25,738 shares; 2026Q2: 25,233 shares 25,233 $3.99M 0.27% -505 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: 21,836 shares; 2024Q4: 23,050 shares; 2025Q1: 23,237 shares; 2025Q2: 24,314 shares; 2025Q3: 24,070 shares; 2025Q4: 26,335 shares; 2026Q1: 26,479 shares; 2026Q2: 27,169 shares 27,169 $3.98M 0.27% +690 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: 31,041 shares; 2024Q4: 31,703 shares; 2025Q1: 28,145 shares; 2025Q2: 32,000 shares; 2025Q3: 35,572 shares; 2025Q4: 38,101 shares; 2026Q1: 36,669 shares; 2026Q2: 35,035 shares 35,035 $3.97M 0.26% -1,634 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: 27,198 shares; 2024Q4: 29,731 shares; 2025Q1: 33,631 shares; 2025Q2: 45,793 shares; 2025Q3: 38,944 shares; 2025Q4: 34,515 shares; 2026Q1: 36,415 shares; 2026Q2: 38,889 shares 38,889 $3.85M 0.26% +2,474 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: 8,806 shares; 2024Q4: 7,138 shares; 2025Q1: 7,688 shares; 2025Q2: 6,987 shares; 2025Q3: 7,320 shares; 2025Q4: 7,283 shares; 2026Q1: 7,868 shares; 2026Q2: 7,636 shares 7,636 $3.82M 0.26% -232 Timeline EFAA 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: 30,785 shares; 2025Q4: 46,997 shares; 2026Q1: 59,504 shares; 2026Q2: 67,961 shares 67,961 $3.79M 0.25% +8,457 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: 24,106 shares; 2024Q4: 25,151 shares; 2025Q1: 25,629 shares; 2025Q2: 26,935 shares; 2025Q3: 26,967 shares; 2025Q4: 30,315 shares; 2026Q1: 31,828 shares; 2026Q2: 32,236 shares 32,236 $3.79M 0.25% +408 Timeline SPHD 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: 73,321 shares; 2026Q2: 72,672 shares 72,672 $3.69M 0.25% -649 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: 11,731 shares; 2024Q4: 10,992 shares; 2025Q1: 10,418 shares; 2025Q2: 10,429 shares; 2025Q3: 9,764 shares; 2025Q4: 10,509 shares; 2026Q1: 10,562 shares; 2026Q2: 10,533 shares 10,533 $3.61M 0.24% -29 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: 3,679 shares; 2024Q4: 6,246 shares; 2025Q1: 7,200 shares; 2025Q2: 8,795 shares; 2025Q3: 10,124 shares; 2025Q4: 11,107 shares; 2026Q1: 12,179 shares; 2026Q2: 8,146 shares 8,146 $3.51M 0.23% -4,033 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: 31,638 shares; 2024Q4: 33,780 shares; 2025Q1: 35,376 shares; 2025Q2: 38,038 shares; 2025Q3: 39,260 shares; 2025Q4: 44,570 shares; 2026Q1: 44,411 shares; 2026Q2: 42,559 shares 42,559 $3.46M 0.23% -1,852 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD 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: 79,983 shares; 2026Q1: 82,708 shares; 2026Q2: 71,491 shares 71,491 $3.41M 0.23% -11,217 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,348 shares; 2024Q4: 78,850 shares; 2025Q1: not reported; 2025Q2: 77,001 shares; 2025Q3: 75,534 shares; 2025Q4: 74,438 shares; 2026Q1: not reported; 2026Q2: 71,384 shares 71,384 $3.41M 0.23% new 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: 3,524 shares; 2024Q4: 3,249 shares; 2025Q1: 4,354 shares; 2025Q2: 5,747 shares; 2025Q3: 6,182 shares; 2025Q4: 7,155 shares; 2026Q1: 8,331 shares; 2026Q2: 8,176 shares 8,176 $3.4M 0.23% -155 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,474 shares; 2025Q2: 17,782 shares; 2025Q3: 26,126 shares; 2025Q4: 62,437 shares; 2026Q1: 39,419 shares; 2026Q2: 45,397 shares 45,397 $3.35M 0.22% +5,978 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: 9,062 shares; 2024Q4: 9,392 shares; 2025Q1: 9,985 shares; 2025Q2: 10,738 shares; 2025Q3: 10,493 shares; 2025Q4: 10,996 shares; 2026Q1: 11,820 shares; 2026Q2: 11,987 shares 11,987 $3.24M 0.22% +167 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,232 shares; 2024Q4: 16,362 shares; 2025Q1: 17,751 shares; 2025Q2: 17,163 shares; 2025Q3: 21,977 shares; 2025Q4: 23,597 shares; 2026Q1: 28,550 shares; 2026Q2: 23,102 shares 23,102 $3.16M 0.21% -5,448 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: 462,161 shares; 2024Q4: 371,950 shares; 2025Q1: 393,324 shares; 2025Q2: 5,252 shares; 2025Q3: 5,606 shares; 2025Q4: 6,947 shares; 2026Q1: 27,282 shares; 2026Q2: 33,287 shares 33,287 $3.15M 0.21% +6,005 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: 31,442 shares; 2024Q4: 7,563 shares; 2025Q1: 1,313 shares; 2025Q2: 3,399 shares; 2025Q3: 10,602 shares; 2025Q4: 19,475 shares; 2026Q1: 6,475 shares; 2026Q2: 16,386 shares 16,386 $3.12M 0.21% +9,911 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: 2,787 shares; 2024Q4: 2,806 shares; 2025Q1: 3,030 shares; 2025Q2: 3,187 shares; 2025Q3: 3,213 shares; 2025Q4: 3,196 shares; 2026Q1: 3,326 shares; 2026Q2: 3,225 shares 3,225 $3.02M 0.2% -101 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: 50,613 shares; 2024Q4: 40,222 shares; 2025Q1: 39,085 shares; 2025Q2: 39,957 shares; 2025Q3: 43,946 shares; 2025Q4: 47,820 shares; 2026Q1: 50,428 shares; 2026Q2: 50,219 shares 50,219 $2.86M 0.19% -209 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: 11,974 shares; 2024Q4: 12,263 shares; 2025Q1: 13,356 shares; 2025Q2: 14,010 shares; 2025Q3: 14,272 shares; 2025Q4: 16,442 shares; 2026Q1: 15,925 shares; 2026Q2: 14,599 shares 14,599 $2.77M 0.18% -1,326 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,199 shares; 2024Q4: 46,326 shares; 2025Q1: 51,971 shares; 2025Q2: 66,620 shares; 2025Q3: 62,423 shares; 2025Q4: 91,516 shares; 2026Q1: 73,620 shares; 2026Q2: 76,396 shares 76,396 $2.76M 0.18% +2,776 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: 8,315 shares; 2024Q4: 7,923 shares; 2025Q1: 8,571 shares; 2025Q2: 8,823 shares; 2025Q3: 9,400 shares; 2025Q4: 9,889 shares; 2026Q1: 10,564 shares; 2026Q2: 9,485 shares 9,485 $2.67M 0.18% -1,079 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: 8,684 shares; 2024Q4: 8,664 shares; 2025Q1: 9,665 shares; 2025Q2: 9,184 shares; 2025Q3: 8,764 shares; 2025Q4: 8,783 shares; 2026Q1: 9,391 shares; 2026Q2: 8,828 shares 8,828 $2.65M 0.18% -563 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: 4,421 shares; 2024Q4: 3,979 shares; 2025Q1: 5,282 shares; 2025Q2: 5,557 shares; 2025Q3: 5,127 shares; 2025Q4: 6,386 shares; 2026Q1: 7,729 shares; 2026Q2: 8,893 shares 8,893 $2.65M 0.18% +1,164 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: 3,804 shares; 2024Q4: 2,705 shares; 2025Q1: 2,133 shares; 2025Q2: 2,940 shares; 2025Q3: 3,442 shares; 2025Q4: 3,412 shares; 2026Q1: 3,632 shares; 2026Q2: 4,414 shares 4,414 $2.56M 0.17% +782 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,688 shares; 2024Q4: 45,270 shares; 2025Q1: 47,329 shares; 2025Q2: 45,614 shares; 2025Q3: 46,023 shares; 2025Q4: 49,405 shares; 2026Q1: 52,072 shares; 2026Q2: 167,200 shares 167,200 $2.54M 0.17% +115,128 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: 2,705 shares; 2024Q4: 3,099 shares; 2025Q1: 3,994 shares; 2025Q2: 3,820 shares; 2025Q3: 4,039 shares; 2025Q4: 4,168 shares; 2026Q1: 4,898 shares; 2026Q2: 4,908 shares 4,908 $2.52M 0.17% +10 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,755 shares; 2026Q2: 68,755 shares 68,755 $2.51M 0.17% 0 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: 5,136 shares; 2024Q4: 5,283 shares; 2025Q1: 5,171 shares; 2025Q2: 5,262 shares; 2025Q3: 5,409 shares; 2025Q4: 5,649 shares; 2026Q1: 6,914 shares; 2026Q2: 6,997 shares 6,997 $2.47M 0.16% +83 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,898 shares; 2024Q4: 111,714 shares; 2025Q1: 101,037 shares; 2025Q2: 86,988 shares; 2025Q3: 86,017 shares; 2025Q4: 85,695 shares; 2026Q1: 84,331 shares; 2026Q2: 76,400 shares 76,400 $2.46M 0.16% -7,931 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,754 shares; 2024Q4: 19,775 shares; 2025Q1: 20,588 shares; 2025Q2: 23,150 shares; 2025Q3: 30,286 shares; 2025Q4: 24,439 shares; 2026Q1: 22,972 shares; 2026Q2: 14,768 shares 14,768 $2.39M 0.16% -8,204 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92,574 shares 92,574 $2.37M 0.16% new 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: 52,502 shares; 2024Q4: 11,788 shares; 2025Q1: 12,139 shares; 2025Q2: 13,693 shares; 2025Q3: 16,280 shares; 2025Q4: 14,313 shares; 2026Q1: 11,700 shares; 2026Q2: 12,776 shares 12,776 $2.37M 0.16% +1,076 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,478 shares; 2026Q2: 44,380 shares 44,380 $2.36M 0.16% -2,098 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: 51,548 shares; 2024Q4: 51,575 shares; 2025Q1: 51,646 shares; 2025Q2: 47,312 shares; 2025Q3: 52,164 shares; 2025Q4: 52,196 shares; 2026Q1: 52,231 shares; 2026Q2: 52,252 shares 52,252 $2.32M 0.15% +21 Timeline ITWO 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: 13,955 shares; 2025Q1: 21,067 shares; 2025Q2: 11,197 shares; 2025Q3: 14,496 shares; 2025Q4: 13,275 shares; 2026Q1: 44,699 shares; 2026Q2: 49,228 shares 49,228 $2.31M 0.15% +4,529 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,286 shares; 2024Q4: 24,225 shares; 2025Q1: not reported; 2025Q2: 23,670 shares; 2025Q3: 22,968 shares; 2025Q4: 22,806 shares; 2026Q1: not reported; 2026Q2: 19,308 shares 19,308 $2.3M 0.15% new 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: 8,112 shares; 2024Q4: 7,583 shares; 2025Q1: 8,311 shares; 2025Q2: 8,478 shares; 2025Q3: 9,517 shares; 2025Q4: 8,953 shares; 2026Q1: 12,611 shares; 2026Q2: 12,913 shares 12,913 $2.28M 0.15% +302 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626,912 shares; 2024Q4: 33,633 shares; 2025Q1: 47,101 shares; 2025Q2: 55,044 shares; 2025Q3: 54,961 shares; 2025Q4: 61,661 shares; 2026Q1: 55,103 shares; 2026Q2: 87,184 shares 87,184 $2.23M 0.15% +32,081 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; 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: 127,390 shares; 2026Q2: 72,477 shares 72,477 $2.18M 0.15% -54,913 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,757 shares; 2026Q2: 13,770 shares 13,770 $2.18M 0.15% +13 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,119 shares; 2024Q4: 21,131 shares; 2025Q1: 20,443 shares; 2025Q2: 24,179 shares; 2025Q3: 41,252 shares; 2025Q4: 42,411 shares; 2026Q1: 46,824 shares; 2026Q2: 47,417 shares 47,417 $2.17M 0.14% +593 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: 4,856 shares; 2024Q4: 6,142 shares; 2025Q1: 6,387 shares; 2025Q2: 6,671 shares; 2025Q3: 7,814 shares; 2025Q4: 7,359 shares; 2026Q1: 7,619 shares; 2026Q2: 5,793 shares 5,793 $2.17M 0.14% -1,826 Timeline XLB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,849 shares; 2026Q2: 42,233 shares 42,233 $2.15M 0.14% +3,384 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,305 shares; 2025Q1: 1,372 shares; 2025Q2: 1,601 shares; 2025Q3: 1,687 shares; 2025Q4: 7,825 shares; 2026Q1: 6,599 shares; 2026Q2: 6,753 shares 6,753 $2.12M 0.14% +154 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: 1,523 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,403 shares; 2025Q3: 3,656 shares; 2025Q4: 2,929 shares; 2026Q1: 2,676 shares; 2026Q2: 2,922 shares 2,922 $2.11M 0.14% +246 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,924 shares; 2024Q4: 24,328 shares; 2025Q1: 24,971 shares; 2025Q2: 23,262 shares; 2025Q3: 29,578 shares; 2025Q4: 28,998 shares; 2026Q1: 29,430 shares; 2026Q2: 28,257 shares 28,257 $2.1M 0.14% -1,173 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: 243,961 shares; 2024Q4: 125,209 shares; 2025Q1: 128,856 shares; 2025Q2: 144,692 shares; 2025Q3: 158,442 shares; 2025Q4: 158,622 shares; 2026Q1: 161,235 shares; 2026Q2: 41,343 shares 41,343 $2.09M 0.14% -119,892 Timeline GENM SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,785 shares; 2025Q1: 40,785 shares; 2025Q2: 39,216 shares; 2025Q3: not reported; 2025Q4: 152,035 shares; 2026Q1: 186,682 shares; 2026Q2: 202,721 shares 202,721 $2.09M 0.14% +16,039 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,090 shares; 2024Q4: 7,893 shares; 2025Q1: 12,450 shares; 2025Q2: 14,777 shares; 2025Q3: 16,460 shares; 2025Q4: 17,134 shares; 2026Q1: 23,856 shares; 2026Q2: 41,362 shares 41,362 $2.07M 0.14% +17,506 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: 7,445 shares; 2024Q4: 5,009 shares; 2025Q1: 6,356 shares; 2025Q2: 8,365 shares; 2025Q3: 8,998 shares; 2025Q4: 9,471 shares; 2026Q1: 6,404 shares; 2026Q2: 4,290 shares 4,290 $2.05M 0.14% -2,114 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: 19,762 shares; 2024Q4: 22,843 shares; 2025Q1: 23,224 shares; 2025Q2: 26,446 shares; 2025Q3: 27,464 shares; 2025Q4: 28,627 shares; 2026Q1: 19,234 shares; 2026Q2: 19,468 shares 19,468 $2.02M 0.13% +234 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 915 shares; 2024Q4: 457 shares; 2025Q1: 1,747 shares; 2025Q2: 2,141 shares; 2025Q3: 2,807 shares; 2025Q4: 3,578 shares; 2026Q1: 3,493 shares; 2026Q2: 4,362 shares 4,362 $2M 0.13% +869 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,337 shares 50,337 $2M 0.13% new Timeline JPIB 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: 4,534 shares; 2025Q2: 11,400 shares; 2025Q3: 11,163 shares; 2025Q4: 52,917 shares; 2026Q1: 40,347 shares; 2026Q2: 41,240 shares 41,240 $1.99M 0.13% +893 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: not reported; 2024Q4: 530 shares; 2025Q1: 637 shares; 2025Q2: 681 shares; 2025Q3: 2,189 shares; 2025Q4: 2,831 shares; 2026Q1: 2,771 shares; 2026Q2: 2,605 shares 2,605 $1.97M 0.13% -166 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: 6,799 shares; 2025Q2: 2,973 shares; 2025Q3: 4,005 shares; 2025Q4: 3,860 shares; 2026Q1: 3,598 shares; 2026Q2: 4,525 shares 4,525 $1.96M 0.13% +927 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: 1,026 shares; 2024Q4: 936 shares; 2025Q1: 968 shares; 2025Q2: 946 shares; 2025Q3: 1,499 shares; 2025Q4: 1,491 shares; 2026Q1: 1,185 shares; 2026Q2: 974 shares 974 $1.94M 0.13% -211 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: 2,541 shares; 2024Q4: 2,526 shares; 2025Q1: 2,701 shares; 2025Q2: 2,679 shares; 2025Q3: 3,043 shares; 2025Q4: 3,080 shares; 2026Q1: 3,085 shares; 2026Q2: 2,653 shares 2,653 $1.91M 0.13% -432 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: 16,224 shares; 2024Q4: 15,979 shares; 2025Q1: 16,222 shares; 2025Q2: 17,873 shares; 2025Q3: 18,149 shares; 2025Q4: 19,151 shares; 2026Q1: 19,987 shares; 2026Q2: 19,895 shares 19,895 $1.9M 0.13% -92 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: 3,545 shares; 2025Q2: 11,882 shares; 2025Q3: 11,090 shares; 2025Q4: 30,348 shares; 2026Q1: 19,098 shares; 2026Q2: 19,917 shares 19,917 $1.89M 0.13% +819 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: 9,691 shares; 2024Q4: 10,474 shares; 2025Q1: 13,053 shares; 2025Q2: 11,174 shares; 2025Q3: 11,534 shares; 2025Q4: 12,015 shares; 2026Q1: 12,714 shares; 2026Q2: 13,408 shares 13,408 $1.87M 0.12% +694 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: 33,121 shares; 2024Q4: 35,795 shares; 2025Q1: 74,239 shares; 2025Q2: 76,102 shares; 2025Q3: 82,950 shares; 2025Q4: 75,393 shares; 2026Q1: 88,171 shares; 2026Q2: 88,433 shares 88,433 $1.83M 0.12% +262 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 2,461 shares; 2025Q1: 4,531 shares; 2025Q2: 4,890 shares; 2025Q3: 6,146 shares; 2025Q4: 7,912 shares; 2026Q1: 9,617 shares; 2026Q2: 13,077 shares 13,077 $1.82M 0.12% +3,460 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: 16,735 shares; 2024Q4: 16,401 shares; 2025Q1: 7,095 shares; 2025Q2: 24,370 shares; 2025Q3: 20,758 shares; 2025Q4: 42,103 shares; 2026Q1: 88,822 shares; 2026Q2: 34,402 shares 34,402 $1.78M 0.12% -54,420 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: 2,217 shares; 2024Q4: 3,887 shares; 2025Q1: 3,927 shares; 2025Q2: 3,788 shares; 2025Q3: 4,302 shares; 2025Q4: 3,957 shares; 2026Q1: 5,188 shares; 2026Q2: 5,098 shares 5,098 $1.74M 0.12% -90 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: 3,668 shares; 2024Q4: 3,518 shares; 2025Q1: 2,040 shares; 2025Q2: 181,690 shares; 2025Q3: 180,498 shares; 2025Q4: 3,802 shares; 2026Q1: 8,666 shares; 2026Q2: 7,149 shares 7,149 $1.73M 0.12% -1,517 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: 1,415 shares; 2024Q4: 2,406 shares; 2025Q1: 3,757 shares; 2025Q2: 5,554 shares; 2025Q3: 5,571 shares; 2025Q4: 6,135 shares; 2026Q1: 6,491 shares; 2026Q2: 7,932 shares 7,932 $1.73M 0.12% +1,441 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,525 shares; 2025Q4: 40,244 shares; 2026Q1: 33,460 shares; 2026Q2: 59,470 shares 59,470 $1.72M 0.12% +26,010 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: 274,890 shares; 2024Q4: 188,803 shares; 2025Q1: 193,220 shares; 2025Q2: 197,991 shares; 2025Q3: 203,199 shares; 2025Q4: 208,861 shares; 2026Q1: 213,953 shares; 2026Q2: 131,847 shares 131,847 $1.7M 0.11% -82,106 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: 11,718 shares; 2024Q4: 13,017 shares; 2025Q1: 13,784 shares; 2025Q2: 15,957 shares; 2025Q3: 16,364 shares; 2025Q4: 16,575 shares; 2026Q1: 15,566 shares; 2026Q2: 13,356 shares 13,356 $1.69M 0.11% -2,210 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 79,922 shares 79,922 $1.69M 0.11% new 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: 5,616 shares; 2024Q4: 5,623 shares; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,787 shares; 2025Q4: 5,741 shares; 2026Q1: 6,159 shares; 2026Q2: 6,159 shares 6,159 $1.69M 0.11% 0 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: 1,074 shares; 2024Q4: 1,362 shares; 2025Q1: 1,171 shares; 2025Q2: 1,067 shares; 2025Q3: 1,415 shares; 2025Q4: 1,323 shares; 2026Q1: 1,654 shares; 2026Q2: 1,391 shares 1,391 $1.63M 0.11% -263 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,573 shares; 2024Q4: 3,610 shares; 2025Q1: 5,143 shares; 2025Q2: 5,309 shares; 2025Q3: 5,608 shares; 2025Q4: 5,907 shares; 2026Q1: 8,439 shares; 2026Q2: 15,184 shares 15,184 $1.61M 0.11% +6,745 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 732 shares; 2024Q4: 2,103 shares; 2025Q1: 2,851 shares; 2025Q2: 3,253 shares; 2025Q3: 7,062 shares; 2025Q4: 7,086 shares; 2026Q1: 5,373 shares; 2026Q2: 4,698 shares 4,698 $1.6M 0.11% -675 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,240 shares 72,240 $1.6M 0.11% new 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: 2,097 shares; 2024Q4: 2,120 shares; 2025Q1: 2,075 shares; 2025Q2: 2,141 shares; 2025Q3: 2,139 shares; 2025Q4: 2,576 shares; 2026Q1: 3,817 shares; 2026Q2: 6,894 shares 6,894 $1.54M 0.1% +3,077 Timeline ARKK ARK ETF TR More: the full row for ARK 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: 18,921 shares; 2026Q2: 18,921 shares 18,921 $1.53M 0.1% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,048 shares; 2024Q4: 19,121 shares; 2025Q1: 12,347 shares; 2025Q2: 11,927 shares; 2025Q3: 12,115 shares; 2025Q4: 10,082 shares; 2026Q1: 8,900 shares; 2026Q2: 8,797 shares 8,797 $1.53M 0.1% -103 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: 13,931 shares; 2024Q4: 14,092 shares; 2025Q1: 14,060 shares; 2025Q2: 14,134 shares; 2025Q3: 14,041 shares; 2025Q4: 14,380 shares; 2026Q1: 17,739 shares; 2026Q2: 17,499 shares 17,499 $1.52M 0.1% -240 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 2,031 shares; 2025Q1: 2,110 shares; 2025Q2: 2,131 shares; 2025Q3: 2,946 shares; 2025Q4: 2,681 shares; 2026Q1: 2,255 shares; 2026Q2: 1,881 shares 1,881 $1.5M 0.1% -374 Timeline CATH 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: 17,460 shares; 2024Q4: 18,627 shares; 2025Q1: 18,696 shares; 2025Q2: 17,637 shares; 2025Q3: 16,858 shares; 2025Q4: 18,080 shares; 2026Q1: 18,540 shares; 2026Q2: 16,836 shares 16,836 $1.49M 0.1% -1,704 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,633 shares; 2026Q2: 17,408 shares 17,408 $1.49M 0.1% -9,225 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: 1,462 shares; 2024Q4: 2,470 shares; 2025Q1: 2,937 shares; 2025Q2: 3,010 shares; 2025Q3: 2,434 shares; 2025Q4: 2,428 shares; 2026Q1: 1,767 shares; 2026Q2: 2,065 shares 2,065 $1.47M 0.1% +298 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: 4,021 shares; 2024Q4: 4,966 shares; 2025Q1: 6,082 shares; 2025Q2: 6,335 shares; 2025Q3: 7,790 shares; 2025Q4: 9,472 shares; 2026Q1: 9,477 shares; 2026Q2: 8,797 shares 8,797 $1.46M 0.1% -680 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: 5,762 shares; 2024Q4: 6,107 shares; 2025Q1: 6,737 shares; 2025Q2: 7,406 shares; 2025Q3: 7,545 shares; 2025Q4: 7,759 shares; 2026Q1: 8,276 shares; 2026Q2: 8,055 shares 8,055 $1.46M 0.1% -221 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: not reported; 2024Q4: not reported; 2025Q1: 2,684 shares; 2025Q2: 3,762 shares; 2025Q3: 3,710 shares; 2025Q4: 4,022 shares; 2026Q1: 4,270 shares; 2026Q2: 3,954 shares 3,954 $1.46M 0.1% -316 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: 4,575 shares; 2024Q4: 5,205 shares; 2025Q1: 5,079 shares; 2025Q2: 5,573 shares; 2025Q3: 5,917 shares; 2025Q4: 6,289 shares; 2026Q1: 6,753 shares; 2026Q2: 6,480 shares 6,480 $1.44M 0.1% -273 Timeline WCMI 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: 18,011 shares; 2025Q1: 23,981 shares; 2025Q2: 28,011 shares; 2025Q3: 33,358 shares; 2025Q4: 36,458 shares; 2026Q1: 46,489 shares; 2026Q2: 73,691 shares 73,691 $1.44M 0.1% +27,202 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: 6,963 shares; 2024Q4: 8,043 shares; 2025Q1: 6,825 shares; 2025Q2: 6,199 shares; 2025Q3: 7,266 shares; 2025Q4: 6,856 shares; 2026Q1: 6,615 shares; 2026Q2: 5,944 shares 5,944 $1.41M 0.09% -671 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: not reported; 2024Q4: not reported; 2025Q1: 11,276 shares; 2025Q2: 16,308 shares; 2025Q3: 11,881 shares; 2025Q4: 52,925 shares; 2026Q1: 44,686 shares; 2026Q2: 42,002 shares 42,002 $1.41M 0.09% -2,684 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,866 shares; 2025Q2: 8,970 shares; 2025Q3: 7,830 shares; 2025Q4: 20,070 shares; 2026Q1: 12,036 shares; 2026Q2: 12,534 shares 12,534 $1.4M 0.09% +498 Timeline ACWX 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: 11,180 shares; 2026Q2: 18,157 shares 18,157 $1.38M 0.09% +6,977 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: 51,791 shares; 2024Q4: 18,680 shares; 2025Q1: 15,700 shares; 2025Q2: 16,869 shares; 2025Q3: 14,047 shares; 2025Q4: 9,714 shares; 2026Q1: 4,640 shares; 2026Q2: 4,576 shares 4,576 $1.36M 0.09% -64 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,961 shares; 2026Q2: 8,650 shares 8,650 $1.36M 0.09% +689 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: 15,262 shares; 2025Q1: 10,285 shares; 2025Q2: 15,702 shares; 2025Q3: 10,810 shares; 2025Q4: 78,864 shares; 2026Q1: 79,025 shares; 2026Q2: 59,315 shares 59,315 $1.35M 0.09% -19,710 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: 12,750 shares; 2024Q4: 13,615 shares; 2025Q1: 8,422 shares; 2025Q2: 8,962 shares; 2025Q3: 9,155 shares; 2025Q4: 9,807 shares; 2026Q1: 10,052 shares; 2026Q2: 9,895 shares 9,895 $1.34M 0.09% -157 Timeline MORT 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: 245,492 shares; 2026Q2: 129,054 shares 129,054 $1.34M 0.09% -116,438 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,910 shares; 2025Q2: 16,906 shares; 2025Q3: 19,203 shares; 2025Q4: 18,404 shares; 2026Q1: 20,306 shares; 2026Q2: 24,064 shares 24,064 $1.34M 0.09% +3,758 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: 2,780 shares; 2024Q4: 2,486 shares; 2025Q1: 2,248 shares; 2025Q2: 2,226 shares; 2025Q3: not reported; 2025Q4: 1,689 shares; 2026Q1: 3,022 shares; 2026Q2: 10,111 shares 10,111 $1.33M 0.09% +7,089 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: 6,201 shares; 2024Q4: 6,547 shares; 2025Q1: 6,895 shares; 2025Q2: 7,511 shares; 2025Q3: 7,097 shares; 2025Q4: 7,668 shares; 2026Q1: 8,211 shares; 2026Q2: 9,428 shares 9,428 $1.29M 0.09% +1,217 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,709 shares; 2024Q4: 4,309 shares; 2025Q1: 3,904 shares; 2025Q2: 4,167 shares; 2025Q3: 4,458 shares; 2025Q4: 4,463 shares; 2026Q1: 5,907 shares; 2026Q2: 6,047 shares 6,047 $1.29M 0.09% +140 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035 shares; 2024Q4: 1,194 shares; 2025Q1: 1,497 shares; 2025Q2: 1,247 shares; 2025Q3: 1,066 shares; 2025Q4: 3,075 shares; 2026Q1: 2,619 shares; 2026Q2: 7,859 shares 7,859 $1.29M 0.09% +5,240 Timeline SPTL 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: 7,393 shares; 2025Q2: 16,602 shares; 2025Q3: 10,830 shares; 2025Q4: 62,957 shares; 2026Q1: 45,891 shares; 2026Q2: 47,261 shares 47,261 $1.24M 0.08% +1,370 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,721 shares; 2026Q1: not reported; 2026Q2: 9,659 shares 9,659 $1.23M 0.08% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,406 shares; 2024Q4: 3,220 shares; 2025Q1: 2,783 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,653 shares; 2026Q2: 2,545 shares 2,545 $1.23M 0.08% -108 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: 1,579 shares; 2024Q4: 1,714 shares; 2025Q1: 1,924 shares; 2025Q2: 2,188 shares; 2025Q3: 2,274 shares; 2025Q4: 2,347 shares; 2026Q1: 4,590 shares; 2026Q2: 1,875 shares 1,875 $1.23M 0.08% -2,715 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: 3,066 shares; 2024Q4: 3,678 shares; 2025Q1: 3,766 shares; 2025Q2: 4,678 shares; 2025Q3: 4,749 shares; 2025Q4: 4,839 shares; 2026Q1: 6,949 shares; 2026Q2: 8,323 shares 8,323 $1.22M 0.08% +1,374 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: 1,133 shares; 2024Q4: 1,126 shares; 2025Q1: 1,326 shares; 2025Q2: 1,376 shares; 2025Q3: 1,823 shares; 2025Q4: 2,605 shares; 2026Q1: 2,385 shares; 2026Q2: 3,036 shares 3,036 $1.21M 0.08% +651 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,683 shares; 2024Q4: 25,082 shares; 2025Q1: 24,665 shares; 2025Q2: 22,992 shares; 2025Q3: 22,834 shares; 2025Q4: 22,963 shares; 2026Q1: 22,999 shares; 2026Q2: 22,846 shares 22,846 $1.2M 0.08% -153 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: 35,541 shares; 2024Q4: 37,333 shares; 2025Q1: 37,771 shares; 2025Q2: 37,179 shares; 2025Q3: 38,072 shares; 2025Q4: 36,503 shares; 2026Q1: 35,991 shares; 2026Q2: 37,115 shares 37,115 $1.19M 0.08% +1,124 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,115 shares; 2024Q4: 14,103 shares; 2025Q1: 17,889 shares; 2025Q2: 17,493 shares; 2025Q3: 19,398 shares; 2025Q4: 18,525 shares; 2026Q1: 19,565 shares; 2026Q2: 20,385 shares 20,385 $1.18M 0.08% +820 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: 2,624 shares; 2024Q4: 3,019 shares; 2025Q1: 3,533 shares; 2025Q2: 4,256 shares; 2025Q3: 5,108 shares; 2025Q4: 7,603 shares; 2026Q1: 7,756 shares; 2026Q2: 7,761 shares 7,761 $1.18M 0.08% +5 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: 4,571 shares; 2024Q4: 5,137 shares; 2025Q1: 6,261 shares; 2025Q2: 5,609 shares; 2025Q3: 5,240 shares; 2025Q4: 5,693 shares; 2026Q1: 7,956 shares; 2026Q2: 9,281 shares 9,281 $1.17M 0.08% +1,325 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: 1,367 shares; 2024Q4: 1,066 shares; 2025Q1: 1,137 shares; 2025Q2: 1,042 shares; 2025Q3: 867 shares; 2025Q4: 380 shares; 2026Q1: 390 shares; 2026Q2: 3,885 shares 3,885 $1.17M 0.08% +3,495 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,090 shares; 2024Q4: 15,239 shares; 2025Q1: 14,704 shares; 2025Q2: 16,415 shares; 2025Q3: 16,642 shares; 2025Q4: 16,157 shares; 2026Q1: 16,440 shares; 2026Q2: 15,314 shares 15,314 $1.17M 0.08% -1,126 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: 1,023 shares; 2024Q4: 1,007 shares; 2025Q1: 1,094 shares; 2025Q2: 1,377 shares; 2025Q3: 1,523 shares; 2025Q4: 13,505 shares; 2026Q1: 17,624 shares; 2026Q2: 16,219 shares 16,219 $1.16M 0.08% -1,405 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: 4,335 shares; 2024Q4: 6,563 shares; 2025Q1: 8,154 shares; 2025Q2: 9,236 shares; 2025Q3: 10,112 shares; 2025Q4: 8,234 shares; 2026Q1: 7,095 shares; 2026Q2: 6,252 shares 6,252 $1.16M 0.08% -843 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: 3,229 shares; 2024Q4: 5,323 shares; 2025Q1: 5,808 shares; 2025Q2: 6,383 shares; 2025Q3: 5,844 shares; 2025Q4: 5,269 shares; 2026Q1: 3,388 shares; 2026Q2: 3,399 shares 3,399 $1.15M 0.08% +11 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: 1,280 shares; 2024Q4: 1,312 shares; 2025Q1: 1,242 shares; 2025Q2: 1,978 shares; 2025Q3: 2,148 shares; 2025Q4: 1,907 shares; 2026Q1: 1,901 shares; 2026Q2: 1,497 shares 1,497 $1.14M 0.08% -404 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,930 shares; 2026Q2: 14,307 shares 14,307 $1.14M 0.08% -6,623 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: 2,639 shares; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: 2,983 shares; 2025Q3: 3,503 shares; 2025Q4: 3,001 shares; 2026Q1: 6,478 shares; 2026Q2: 6,846 shares 6,846 $1.12M 0.08% +368 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA 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: not reported; 2025Q3: 2,334 shares; 2025Q4: 2,380 shares; 2026Q1: 2,661 shares; 2026Q2: 2,672 shares 2,672 $1.11M 0.07% +11 Timeline CPSD 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: 41,476 shares; 2025Q2: 41,476 shares; 2025Q3: 41,476 shares; 2025Q4: 41,476 shares; 2026Q1: 41,476 shares; 2026Q2: 41,476 shares 41,476 $1.11M 0.07% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,519 shares; 2024Q4: 29,780 shares; 2025Q1: 29,964 shares; 2025Q2: 29,967 shares; 2025Q3: 29,803 shares; 2025Q4: 29,840 shares; 2026Q1: 29,873 shares; 2026Q2: 29,905 shares 29,905 $1.1M 0.07% +32 Timeline CPSN 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: 39,426 shares; 2025Q1: 39,426 shares; 2025Q2: 39,426 shares; 2025Q3: 39,426 shares; 2025Q4: 39,426 shares; 2026Q1: 39,361 shares; 2026Q2: 39,263 shares 39,263 $1.09M 0.07% -98 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: 4,427 shares; 2025Q1: 4,694 shares; 2025Q2: 4,857 shares; 2025Q3: 5,354 shares; 2025Q4: 5,341 shares; 2026Q1: 5,501 shares; 2026Q2: 6,275 shares 6,275 $1.07M 0.07% +774 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: 9,721 shares; 2024Q4: 9,683 shares; 2025Q1: 10,293 shares; 2025Q2: 10,525 shares; 2025Q3: 10,399 shares; 2025Q4: 10,601 shares; 2026Q1: 10,759 shares; 2026Q2: 11,559 shares 11,559 $1.05M 0.07% +800 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: 2,966 shares; 2024Q4: 3,997 shares; 2025Q1: 5,018 shares; 2025Q2: 5,340 shares; 2025Q3: 5,240 shares; 2025Q4: 4,893 shares; 2026Q1: 3,140 shares; 2026Q2: 2,773 shares 2,773 $1M 0.07% -367 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & 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: 24,085 shares; 2026Q2: 24,085 shares 24,085 $1M 0.07% 0 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,331 shares; 2025Q2: not reported; 2025Q3: 2,537 shares; 2025Q4: 2,915 shares; 2026Q1: 9,024 shares; 2026Q2: 12,731 shares 12,731 $998K 0.07% +3,707 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: 1,014 shares; 2024Q4: 1,029 shares; 2025Q1: 1,242 shares; 2025Q2: 1,409 shares; 2025Q3: 2,001 shares; 2025Q4: 2,097 shares; 2026Q1: 2,344 shares; 2026Q2: 1,557 shares 1,557 $987K 0.07% -787 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 39,091 shares 39,091 $987K 0.07% new 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: 7,749 shares; 2024Q4: 8,436 shares; 2025Q1: 9,291 shares; 2025Q2: 8,857 shares; 2025Q3: 10,128 shares; 2025Q4: 10,779 shares; 2026Q1: 10,285 shares; 2026Q2: 10,108 shares 10,108 $973K 0.06% -177 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: 14,309 shares; 2024Q4: 14,710 shares; 2025Q1: 14,342 shares; 2025Q2: 16,070 shares; 2025Q3: 17,298 shares; 2025Q4: 16,881 shares; 2026Q1: 24,588 shares; 2026Q2: 22,910 shares 22,910 $970K 0.06% -1,678 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: 2,517 shares; 2024Q4: 2,913 shares; 2025Q1: 2,951 shares; 2025Q2: 3,325 shares; 2025Q3: 1,191 shares; 2025Q4: 1,683 shares; 2026Q1: 1,600 shares; 2026Q2: 1,897 shares 1,897 $967K 0.06% +297 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,111 shares; 2025Q1: 25,182 shares; 2025Q2: 27,002 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,378 shares; 2026Q2: 21,983 shares 21,983 $964K 0.06% +605 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,836 shares; 2026Q2: 20,836 shares 20,836 $951K 0.06% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,549 shares; 2024Q4: 33,171 shares; 2025Q1: 18,740 shares; 2025Q2: 19,375 shares; 2025Q3: 21,355 shares; 2025Q4: 21,065 shares; 2026Q1: 23,862 shares; 2026Q2: 22,303 shares 22,303 $946K 0.06% -1,559 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: 49,402 shares; 2024Q4: 53,542 shares; 2025Q1: 55,466 shares; 2025Q2: 69,730 shares; 2025Q3: 36,542 shares; 2025Q4: 39,346 shares; 2026Q1: 41,063 shares; 2026Q2: 39,006 shares 39,006 $939K 0.06% -2,057 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS 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: 26,220 shares; 2026Q2: 26,224 shares 26,224 $928K 0.06% +4 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,640 shares; 2025Q3: 3,734 shares; 2025Q4: 3,803 shares; 2026Q1: 3,841 shares; 2026Q2: 3,843 shares 3,843 $914K 0.06% +2 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,449 shares; 2025Q1: 2,115 shares; 2025Q2: 2,484 shares; 2025Q3: 2,664 shares; 2025Q4: 2,957 shares; 2026Q1: 3,248 shares; 2026Q2: 3,911 shares 3,911 $912K 0.06% +663 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,080 shares; 2024Q4: 13,211 shares; 2025Q1: 18,239 shares; 2025Q2: 22,796 shares; 2025Q3: 24,608 shares; 2025Q4: 27,830 shares; 2026Q1: 29,759 shares; 2026Q2: 20,485 shares 20,485 $911K 0.06% -9,274 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: 4,095 shares; 2024Q4: 3,955 shares; 2025Q1: 3,869 shares; 2025Q2: 4,723 shares; 2025Q3: 4,559 shares; 2025Q4: 5,125 shares; 2026Q1: 4,867 shares; 2026Q2: 5,343 shares 5,343 $903K 0.06% +476 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: 2,399 shares; 2024Q4: 2,689 shares; 2025Q1: 2,843 shares; 2025Q2: 3,753 shares; 2025Q3: 3,857 shares; 2025Q4: 4,873 shares; 2026Q1: 5,820 shares; 2026Q2: 4,314 shares 4,314 $902K 0.06% -1,506 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: 2,418 shares; 2024Q4: 12,341 shares; 2025Q1: 13,348 shares; 2025Q2: 20,174 shares; 2025Q3: 21,031 shares; 2025Q4: 29,976 shares; 2026Q1: 30,176 shares; 2026Q2: 28,411 shares 28,411 $901K 0.06% -1,765 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: 1,440 shares; 2024Q4: 2,243 shares; 2025Q1: 2,881 shares; 2025Q2: 2,795 shares; 2025Q3: 2,656 shares; 2025Q4: 3,382 shares; 2026Q1: 3,023 shares; 2026Q2: 3,174 shares 3,174 $898K 0.06% +151 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,010 shares; 2024Q4: 48,590 shares; 2025Q1: 49,935 shares; 2025Q2: 46,467 shares; 2025Q3: 49,805 shares; 2025Q4: 48,152 shares; 2026Q1: 50,529 shares; 2026Q2: 46,950 shares 46,950 $898K 0.06% -3,579 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: 1,407 shares; 2026Q2: 1,394 shares 1,394 $890K 0.06% -13 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: 6,069 shares; 2024Q4: 6,584 shares; 2025Q1: 6,280 shares; 2025Q2: 6,287 shares; 2025Q3: 6,220 shares; 2025Q4: 7,397 shares; 2026Q1: 47,017 shares; 2026Q2: 9,191 shares 9,191 $888K 0.06% -37,826 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL 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: 40,160 shares; 2025Q4: 39,268 shares; 2026Q1: 36,830 shares; 2026Q2: 31,014 shares 31,014 $887K 0.06% -5,816 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: 18,712 shares; 2025Q2: 14,609 shares; 2025Q3: 10,741 shares; 2025Q4: 10,607 shares; 2026Q1: 9,944 shares; 2026Q2: 9,939 shares 9,939 $887K 0.06% -5 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: 3,503 shares; 2025Q4: 3,480 shares; 2026Q1: 3,577 shares; 2026Q2: 3,434 shares 3,434 $877K 0.06% -143 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: 2,836 shares; 2024Q4: 3,134 shares; 2025Q1: 3,220 shares; 2025Q2: 2,913 shares; 2025Q3: 3,003 shares; 2025Q4: 3,016 shares; 2026Q1: 3,305 shares; 2026Q2: 3,219 shares 3,219 $876K 0.06% -86 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: not reported; 2024Q4: not reported; 2025Q1: 3,750 shares; 2025Q2: 4,272 shares; 2025Q3: 4,832 shares; 2025Q4: 4,859 shares; 2026Q1: 6,075 shares; 2026Q2: 6,255 shares 6,255 $875K 0.06% +180 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: not reported; 2024Q4: 5,651 shares; 2025Q1: 6,929 shares; 2025Q2: 5,904 shares; 2025Q3: 7,084 shares; 2025Q4: 6,379 shares; 2026Q1: 7,840 shares; 2026Q2: 7,499 shares 7,499 $875K 0.06% -341 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 83 shares; 2025Q3: 91 shares; 2025Q4: 121 shares; 2026Q1: 154 shares; 2026Q2: 4,883 shares 4,883 $870K 0.06% +4,729 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,986 shares; 2024Q4: 3,999 shares; 2025Q1: 4,208 shares; 2025Q2: 4,281 shares; 2025Q3: 5,012 shares; 2025Q4: 5,214 shares; 2026Q1: 3,905 shares; 2026Q2: 4,805 shares 4,805 $863K 0.06% +900 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: not reported; 2025Q3: 984 shares; 2025Q4: 999 shares; 2026Q1: 1,020 shares; 2026Q2: 885 shares 885 $854K 0.06% -135 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,372 shares; 2024Q4: 5,881 shares; 2025Q1: 6,297 shares; 2025Q2: 6,342 shares; 2025Q3: 6,396 shares; 2025Q4: 6,619 shares; 2026Q1: 6,433 shares; 2026Q2: 7,706 shares 7,706 $850K 0.06% +1,273 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: 2,352 shares; 2024Q4: 2,766 shares; 2025Q1: not reported; 2025Q2: 2,278 shares; 2025Q3: 3,770 shares; 2025Q4: 3,433 shares; 2026Q1: 3,391 shares; 2026Q2: 2,523 shares 2,523 $845K 0.06% -868 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,103 shares; 2026Q2: 8,200 shares 8,200 $838K 0.06% -10,903 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: 845 shares; 2024Q4: 864 shares; 2025Q1: 951 shares; 2025Q2: 917 shares; 2025Q3: 737 shares; 2025Q4: 786 shares; 2026Q1: 799 shares; 2026Q2: 854 shares 854 $835K 0.06% +55 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,796 shares; 2025Q1: 53,165 shares; 2025Q2: 53,665 shares; 2025Q3: 53,473 shares; 2025Q4: 59,496 shares; 2026Q1: 58,971 shares; 2026Q2: 71,289 shares 71,289 $831K 0.06% +12,318 Timeline RDVI 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: 28,140 shares 28,140 $827K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,198 shares; 2025Q3: 4,518 shares; 2025Q4: 5,053 shares; 2026Q1: 7,915 shares; 2026Q2: 7,096 shares 7,096 $810K 0.05% -819 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: 4,682 shares; 2024Q4: 11,800 shares; 2025Q1: 14,912 shares; 2025Q2: 15,476 shares; 2025Q3: 14,873 shares; 2025Q4: 14,339 shares; 2026Q1: 10,370 shares; 2026Q2: 10,316 shares 10,316 $807K 0.05% -54 Timeline FTSL 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: 6,467 shares; 2024Q4: 6,150 shares; 2025Q1: 5,315 shares; 2025Q2: 5,612 shares; 2025Q3: 5,698 shares; 2025Q4: 8,605 shares; 2026Q1: 10,155 shares; 2026Q2: 18,028 shares 18,028 $807K 0.05% +7,873 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,366 shares; 2026Q2: 11,749 shares 11,749 $799K 0.05% -617 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: 10,136 shares; 2024Q4: 10,400 shares; 2025Q1: 10,242 shares; 2025Q2: 11,020 shares; 2025Q3: 13,345 shares; 2025Q4: 12,503 shares; 2026Q1: 13,329 shares; 2026Q2: 11,001 shares 11,001 $792K 0.05% -2,328 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: 6,053 shares; 2024Q4: 6,385 shares; 2025Q1: 6,660 shares; 2025Q2: 7,017 shares; 2025Q3: 6,534 shares; 2025Q4: 12,589 shares; 2026Q1: 12,371 shares; 2026Q2: 13,033 shares 13,033 $787K 0.05% +662 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: 4,353 shares; 2024Q4: 4,565 shares; 2025Q1: 6,248 shares; 2025Q2: 9,471 shares; 2025Q3: 9,406 shares; 2025Q4: 15,169 shares; 2026Q1: 10,023 shares; 2026Q2: 10,237 shares 10,237 $782K 0.05% +214 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: 12,156 shares; 2024Q4: 12,171 shares; 2025Q1: 12,180 shares; 2025Q2: 12,188 shares; 2025Q3: 12,199 shares; 2025Q4: 12,200 shares; 2026Q1: 12,205 shares; 2026Q2: 12,209 shares 12,209 $780K 0.05% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,146 shares; 2025Q3: 2,190 shares; 2025Q4: not reported; 2026Q1: 7,132 shares; 2026Q2: 5,616 shares 5,616 $772K 0.05% -1,516 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: 4,004 shares; 2024Q4: 19,518 shares; 2025Q1: 19,427 shares; 2025Q2: 19,333 shares; 2025Q3: 26,649 shares; 2025Q4: 26,199 shares; 2026Q1: 26,221 shares; 2026Q2: 25,944 shares 25,944 $751K 0.05% -277 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: 4,656 shares; 2024Q4: 7,628 shares; 2025Q1: 6,632 shares; 2025Q2: 7,091 shares; 2025Q3: 8,244 shares; 2025Q4: 7,976 shares; 2026Q1: 9,001 shares; 2026Q2: 8,967 shares 8,967 $741K 0.05% -34 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 595 shares; 2025Q3: not reported; 2025Q4: 533 shares; 2026Q1: 2,095 shares; 2026Q2: 11,176 shares 11,176 $736K 0.05% +9,081 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 1,677 shares; 2025Q4: 1,720 shares; 2026Q1: 3,554 shares; 2026Q2: 2,950 shares 2,950 $733K 0.05% -604 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: 1,974 shares; 2025Q3: 3,221 shares; 2025Q4: 3,260 shares; 2026Q1: 3,805 shares; 2026Q2: 3,617 shares 3,617 $726K 0.05% -188 Timeline IVE 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: 3,242 shares; 2026Q2: 3,185 shares 3,185 $723K 0.05% -57 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,178 shares; 2024Q4: 15,790 shares; 2025Q1: 19,233 shares; 2025Q2: 19,521 shares; 2025Q3: 20,937 shares; 2025Q4: 30,420 shares; 2026Q1: 35,852 shares; 2026Q2: 18,932 shares 18,932 $719K 0.05% -16,920 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: 7,706 shares; 2024Q4: 5,914 shares; 2025Q1: 5,339 shares; 2025Q2: 4,819 shares; 2025Q3: 4,778 shares; 2025Q4: 8,654 shares; 2026Q1: 8,150 shares; 2026Q2: 8,149 shares 8,149 $715K 0.05% -1 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: 19,188 shares; 2024Q4: 19,216 shares; 2025Q1: not reported; 2025Q2: 17,998 shares; 2025Q3: 18,013 shares; 2025Q4: 18,496 shares; 2026Q1: not reported; 2026Q2: 16,258 shares 16,258 $711K 0.05% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502,972 shares; 2024Q4: 63,092 shares; 2025Q1: 62,181 shares; 2025Q2: 56,193 shares; 2025Q3: 55,803 shares; 2025Q4: 39,303 shares; 2026Q1: 38,902 shares; 2026Q2: 39,761 shares 39,761 $711K 0.05% +859 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,712 shares; 2026Q2: 19,712 shares 19,712 $710K 0.05% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,178 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,527 shares; 2026Q1: 2,412 shares; 2026Q2: 2,411 shares 2,411 $707K 0.05% -1 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: 2,959 shares; 2024Q4: 1,876 shares; 2025Q1: 1,942 shares; 2025Q2: 770 shares; 2025Q3: 875 shares; 2025Q4: 999 shares; 2026Q1: 1,561 shares; 2026Q2: 1,396 shares 1,396 $700K 0.05% -165 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 614 shares; 2025Q3: 549 shares; 2025Q4: 458 shares; 2026Q1: 427 shares; 2026Q2: 353 shares 353 $700K 0.05% -74 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,508 shares; 2025Q2: 8,417 shares; 2025Q3: 7,966 shares; 2025Q4: 7,979 shares; 2026Q1: 8,151 shares; 2026Q2: 7,935 shares 7,935 $700K 0.05% -216 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: not reported; 2026Q1: 18,881 shares; 2026Q2: 20,381 shares 20,381 $698K 0.05% +1,500 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,135 shares; 2024Q4: 10,052 shares; 2025Q1: 9,311 shares; 2025Q2: 9,563 shares; 2025Q3: 9,681 shares; 2025Q4: 7,274 shares; 2026Q1: 7,872 shares; 2026Q2: 7,435 shares 7,435 $689K 0.05% -437 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: 449 shares; 2025Q1: 473 shares; 2025Q2: 502 shares; 2025Q3: 640 shares; 2025Q4: 560 shares; 2026Q1: 686 shares; 2026Q2: 670 shares 670 $677K 0.05% -16 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: 18,858 shares; 2025Q2: 28,796 shares; 2025Q3: 26,267 shares; 2025Q4: 15,121 shares; 2026Q1: 12,497 shares; 2026Q2: 14,585 shares 14,585 $672K 0.04% +2,088 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,622 shares 2,622 $671K 0.04% new 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: 14,730 shares; 2024Q4: 13,227 shares; 2025Q1: 13,400 shares; 2025Q2: 11,724 shares; 2025Q3: 11,710 shares; 2025Q4: 11,283 shares; 2026Q1: 13,175 shares; 2026Q2: 4,490 shares 4,490 $666K 0.04% -8,685 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 801 shares; 2025Q1: 1,090 shares; 2025Q2: 1,185 shares; 2025Q3: 1,422 shares; 2025Q4: 1,558 shares; 2026Q1: 1,666 shares; 2026Q2: 2,018 shares 2,018 $666K 0.04% +352 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,936 shares; 2024Q4: 1,093 shares; 2025Q1: 1,239 shares; 2025Q2: 1,144 shares; 2025Q3: 995 shares; 2025Q4: 1,076 shares; 2026Q1: 1,334 shares; 2026Q2: 1,280 shares 1,280 $664K 0.04% -54 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC IN Quarterly shares; 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: 56,161 shares; 2026Q1: 63,370 shares; 2026Q2: 63,761 shares 63,761 $664K 0.04% +391 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,646 shares; 2024Q4: 4,123 shares; 2025Q1: 4,711 shares; 2025Q2: 4,745 shares; 2025Q3: 4,806 shares; 2025Q4: 6,004 shares; 2026Q1: 6,211 shares; 2026Q2: 6,345 shares 6,345 $660K 0.04% +134 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,919 shares; 2026Q1: 22,448 shares; 2026Q2: 21,772 shares 21,772 $653K 0.04% -676 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; 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: 4,310 shares; 2026Q2: 4,102 shares 4,102 $643K 0.04% -208 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: 15,389 shares; 2024Q4: 15,339 shares; 2025Q1: 3,658 shares; 2025Q2: 8,460 shares; 2025Q3: 7,900 shares; 2025Q4: 7,784 shares; 2026Q1: 3,668 shares; 2026Q2: 8,101 shares 8,101 $640K 0.04% +4,433 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 593 shares; 2025Q1: 1,028 shares; 2025Q2: 973 shares; 2025Q3: 1,284 shares; 2025Q4: 1,624 shares; 2026Q1: 1,374 shares; 2026Q2: 1,751 shares 1,751 $635K 0.04% +377 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: 1,345 shares; 2024Q4: 1,287 shares; 2025Q1: 1,265 shares; 2025Q2: 1,490 shares; 2025Q3: 1,409 shares; 2025Q4: 1,410 shares; 2026Q1: 1,449 shares; 2026Q2: 1,910 shares 1,910 $631K 0.04% +461 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: 666 shares; 2025Q1: 802 shares; 2025Q2: 853 shares; 2025Q3: 823 shares; 2025Q4: 981 shares; 2026Q1: 664 shares; 2026Q2: 654 shares 654 $629K 0.04% -10 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: 1,913 shares; 2024Q4: 1,934 shares; 2025Q1: 1,676 shares; 2025Q2: 1,219 shares; 2025Q3: 1,769 shares; 2025Q4: 1,234 shares; 2026Q1: 1,491 shares; 2026Q2: 1,471 shares 1,471 $627K 0.04% -20 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL 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: 16,173 shares; 2025Q4: 19,112 shares; 2026Q1: 19,226 shares; 2026Q2: 21,683 shares 21,683 $621K 0.04% +2,457 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,600 shares; 2025Q3: 3,723 shares; 2025Q4: 4,063 shares; 2026Q1: 4,045 shares; 2026Q2: 4,565 shares 4,565 $621K 0.04% +520 Timeline SHM 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: 4,375 shares; 2024Q4: 5,300 shares; 2025Q1: 4,832 shares; 2025Q2: 6,920 shares; 2025Q3: 7,172 shares; 2025Q4: 8,249 shares; 2026Q1: 9,403 shares; 2026Q2: 12,825 shares 12,825 $615K 0.04% +3,422 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,060 shares; 2026Q2: 10,022 shares 10,022 $614K 0.04% -38 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: 2,209 shares; 2024Q4: 2,277 shares; 2025Q1: 2,251 shares; 2025Q2: 2,649 shares; 2025Q3: 2,923 shares; 2025Q4: 2,995 shares; 2026Q1: 3,388 shares; 2026Q2: 2,819 shares 2,819 $610K 0.04% -569 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: 268 shares 268 $609K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,886 shares; 2026Q1: 7,982 shares; 2026Q2: 7,605 shares 7,605 $608K 0.04% -377 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,988 shares; 2024Q4: 13,813 shares; 2025Q1: 18,639 shares; 2025Q2: 20,827 shares; 2025Q3: 21,299 shares; 2025Q4: 21,477 shares; 2026Q1: 12,837 shares; 2026Q2: 8,256 shares 8,256 $606K 0.04% -4,581 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,023 shares; 2026Q2: 5,979 shares 5,979 $600K 0.04% -44 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,208 shares 23,208 $596K 0.04% new 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: 3,382 shares; 2024Q4: 3,865 shares; 2025Q1: 4,290 shares; 2025Q2: 4,320 shares; 2025Q3: 4,434 shares; 2025Q4: 3,141 shares; 2026Q1: 3,770 shares; 2026Q2: 3,463 shares 3,463 $589K 0.04% -307 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,769 shares; 2024Q4: 1,326 shares; 2025Q1: 1,240 shares; 2025Q2: 1,203 shares; 2025Q3: 1,113 shares; 2025Q4: 919 shares; 2026Q1: 537 shares; 2026Q2: 422 shares 422 $583K 0.04% -115 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: 8,639 shares; 2024Q4: 8,658 shares; 2025Q1: 8,651 shares; 2025Q2: 11,226 shares; 2025Q3: 11,236 shares; 2025Q4: 11,553 shares; 2026Q1: 11,530 shares; 2026Q2: 12,169 shares 12,169 $578K 0.04% +639 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,946 shares; 2025Q3: 3,950 shares; 2025Q4: 3,473 shares; 2026Q1: 7,952 shares; 2026Q2: 7,622 shares 7,622 $578K 0.04% -330 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,067 shares; 2026Q1: 27,370 shares; 2026Q2: 25,704 shares 25,704 $576K 0.04% -1,666 Timeline XLC 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: 79,324 shares; 2024Q4: 17,346 shares; 2025Q1: 17,583 shares; 2025Q2: 15,491 shares; 2025Q3: 19,312 shares; 2025Q4: 17,828 shares; 2026Q1: 9,951 shares; 2026Q2: 5,302 shares 5,302 $568K 0.04% -4,649 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,953 shares; 2026Q2: 11,953 shares 11,953 $566K 0.04% 0 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: 3,392 shares; 2025Q1: not reported; 2025Q2: 4,124 shares; 2025Q3: 4,642 shares; 2025Q4: 4,464 shares; 2026Q1: 5,593 shares; 2026Q2: 5,977 shares 5,977 $560K 0.04% +384 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: 1,043 shares; 2024Q4: 811 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 916 shares; 2025Q4: 936 shares; 2026Q1: 2,373 shares; 2026Q2: 1,677 shares 1,677 $556K 0.04% -696 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,393 shares; 2025Q1: 8,673 shares; 2025Q2: 8,737 shares; 2025Q3: 8,688 shares; 2025Q4: 8,622 shares; 2026Q1: 8,598 shares; 2026Q2: 8,601 shares 8,601 $555K 0.04% +3 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: 12,225 shares; 2024Q4: 26,599 shares; 2025Q1: 35,440 shares; 2025Q2: 37,273 shares; 2025Q3: 33,317 shares; 2025Q4: 39,373 shares; 2026Q1: 22,130 shares; 2026Q2: 22,415 shares 22,415 $550K 0.04% +285 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,140 shares; 2025Q4: 2,231 shares; 2026Q1: 2,519 shares; 2026Q2: 4,114 shares 4,114 $545K 0.04% +1,595 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: 4,190 shares; 2024Q4: 5,457 shares; 2025Q1: 5,994 shares; 2025Q2: 7,531 shares; 2025Q3: 7,540 shares; 2025Q4: 8,612 shares; 2026Q1: 9,328 shares; 2026Q2: 9,461 shares 9,461 $545K 0.04% +133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,867 shares; 2026Q1: 4,914 shares; 2026Q2: 5,002 shares 5,002 $538K 0.04% +88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,246 shares; 2025Q4: 2,409 shares; 2026Q1: 2,514 shares; 2026Q2: 2,339 shares 2,339 $531K 0.04% -175 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: not reported; 2024Q4: 1,168 shares; 2025Q1: 1,185 shares; 2025Q2: 1,153 shares; 2025Q3: 1,156 shares; 2025Q4: 981 shares; 2026Q1: 1,029 shares; 2026Q2: 1,012 shares 1,012 $530K 0.04% -17 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,633 shares; 2026Q2: 11,402 shares 11,402 $529K 0.04% -231 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,112 shares; 2024Q4: 3,222 shares; 2025Q1: 3,245 shares; 2025Q2: 3,187 shares; 2025Q3: 3,273 shares; 2025Q4: 1,927 shares; 2026Q1: 4,717 shares; 2026Q2: 4,521 shares 4,521 $528K 0.04% -196 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,363 shares; 2026Q2: 1,312 shares 1,312 $528K 0.04% -51 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: 656 shares; 2024Q4: 658 shares; 2025Q1: 775 shares; 2025Q2: 971 shares; 2025Q3: 917 shares; 2025Q4: 1,794 shares; 2026Q1: 1,899 shares; 2026Q2: 1,664 shares 1,664 $524K 0.03% -235 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,832 shares; 2026Q2: 6,819 shares 6,819 $522K 0.03% -13 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: 12,123 shares; 2024Q4: 5,883 shares; 2025Q1: 5,102 shares; 2025Q2: 5,349 shares; 2025Q3: 5,985 shares; 2025Q4: 6,103 shares; 2026Q1: 3,984 shares; 2026Q2: 2,738 shares 2,738 $521K 0.03% -1,246 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,890 shares; 2026Q1: 8,890 shares; 2026Q2: 9,531 shares 9,531 $521K 0.03% +641 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: 3,761 shares; 2024Q4: 3,626 shares; 2025Q1: 3,542 shares; 2025Q2: 4,050 shares; 2025Q3: 3,637 shares; 2025Q4: 3,545 shares; 2026Q1: 3,977 shares; 2026Q2: 4,814 shares 4,814 $520K 0.03% +837 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,786 shares; 2026Q2: 4,331 shares 4,331 $518K 0.03% +2,545 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 1,050 shares; 2025Q1: 1,262 shares; 2025Q2: 1,244 shares; 2025Q3: 1,356 shares; 2025Q4: 1,370 shares; 2026Q1: 1,260 shares; 2026Q2: 1,326 shares 1,326 $517K 0.03% +66 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,084 shares; 2024Q4: 1,684 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,522 shares; 2025Q4: 2,032 shares; 2026Q1: 1,757 shares; 2026Q2: 1,720 shares 1,720 $514K 0.03% -37 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,033 shares; 2024Q4: 25,405 shares; 2025Q1: 25,405 shares; 2025Q2: 25,405 shares; 2025Q3: 25,405 shares; 2025Q4: 25,405 shares; 2026Q1: 25,405 shares; 2026Q2: 25,405 shares 25,405 $513K 0.03% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,863 shares; 2024Q4: 1,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,084 shares; 2025Q4: 2,384 shares; 2026Q1: 2,430 shares; 2026Q2: 2,106 shares 2,106 $510K 0.03% -324 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,330 shares; 2024Q4: 2,441 shares; 2025Q1: 2,681 shares; 2025Q2: 2,612 shares; 2025Q3: 2,254 shares; 2025Q4: 2,201 shares; 2026Q1: 2,948 shares; 2026Q2: 3,028 shares 3,028 $508K 0.03% +80 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,628 shares; 2024Q4: 5,054 shares; 2025Q1: 4,539 shares; 2025Q2: 14,967 shares; 2025Q3: 12,636 shares; 2025Q4: 12,701 shares; 2026Q1: 7,207 shares; 2026Q2: 5,810 shares 5,810 $506K 0.03% -1,397 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,507 shares; 2026Q2: 9,249 shares 9,249 $504K 0.03% -258 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: 1,327 shares; 2024Q4: 1,423 shares; 2025Q1: 1,515 shares; 2025Q2: 1,565 shares; 2025Q3: 1,792 shares; 2025Q4: 1,891 shares; 2026Q1: 1,475 shares; 2026Q2: 1,268 shares 1,268 $504K 0.03% -207 Timeline XPO XPO INC More: the full row for XPO 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: 3,119 shares; 2025Q4: 3,125 shares; 2026Q1: 2,470 shares; 2026Q2: 2,445 shares 2,445 $502K 0.03% -25 Timeline BAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,488 shares; 2026Q2: 9,498 shares 9,498 $501K 0.03% +1,010 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: 1,152 shares; 2024Q4: 1,235 shares; 2025Q1: 1,509 shares; 2025Q2: 1,520 shares; 2025Q3: 1,131 shares; 2025Q4: 953 shares; 2026Q1: 1,619 shares; 2026Q2: 1,576 shares 1,576 $501K 0.03% -43 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: 2,524 shares; 2024Q4: 2,508 shares; 2025Q1: 2,488 shares; 2025Q2: 2,426 shares; 2025Q3: 2,313 shares; 2025Q4: 3,587 shares; 2026Q1: 4,115 shares; 2026Q2: 4,007 shares 4,007 $499K 0.03% -108 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: 4,536 shares; 2024Q4: 4,863 shares; 2025Q1: 4,900 shares; 2025Q2: 5,441 shares; 2025Q3: 6,133 shares; 2025Q4: 6,542 shares; 2026Q1: 7,478 shares; 2026Q2: 6,402 shares 6,402 $494K 0.03% -1,076 Timeline PSI 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: 2,595 shares; 2026Q1: 2,595 shares; 2026Q2: 2,595 shares 2,595 $487K 0.03% 0 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS 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: 30,030 shares; 2026Q2: 28,688 shares 28,688 $485K 0.03% -1,342 Timeline SDCI USCF ETF TR More: the full row for USCF 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: not reported; 2026Q2: 18,346 shares 18,346 $485K 0.03% new 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: 7,305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,895 shares; 2025Q4: 5,208 shares; 2026Q1: 4,763 shares; 2026Q2: 4,788 shares 4,788 $482K 0.03% +25 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 2,596 shares; 2026Q1: 2,209 shares; 2026Q2: 2,750 shares 2,750 $478K 0.03% +541 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,784 shares; 2024Q4: 2,698 shares; 2025Q1: 2,628 shares; 2025Q2: 2,735 shares; 2025Q3: 2,618 shares; 2025Q4: 3,560 shares; 2026Q1: 1,824 shares; 2026Q2: 1,706 shares 1,706 $475K 0.03% -118 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY 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: 5,425 shares; 2025Q4: 5,743 shares; 2026Q1: 5,953 shares; 2026Q2: 5,664 shares 5,664 $473K 0.03% -289 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,989 shares; 2026Q2: 7,989 shares 7,989 $472K 0.03% 0 Timeline CLUB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,819 shares 18,819 $468K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,595 shares; 2025Q2: 9,926 shares; 2025Q3: 10,365 shares; 2025Q4: 11,067 shares; 2026Q1: 5,337 shares; 2026Q2: 5,053 shares 5,053 $466K 0.03% -284 Timeline SHEL SHELL PLC More: the full row for SHELL 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: 4,298 shares; 2026Q1: 5,483 shares; 2026Q2: 6,006 shares 6,006 $466K 0.03% +523 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,469 shares; 2024Q4: 9,615 shares; 2025Q1: not reported; 2025Q2: 4,551 shares; 2025Q3: 13,151 shares; 2025Q4: 13,878 shares; 2026Q1: 14,127 shares; 2026Q2: 10,914 shares 10,914 $462K 0.03% -3,213 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: not reported; 2025Q4: not reported; 2026Q1: 1,281 shares; 2026Q2: 1,315 shares 1,315 $460K 0.03% +34 Timeline FNDX 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: 4,472 shares; 2024Q4: 13,955 shares; 2025Q1: 16,091 shares; 2025Q2: 20,031 shares; 2025Q3: 18,852 shares; 2025Q4: 17,305 shares; 2026Q1: 44,479 shares; 2026Q2: 14,768 shares 14,768 $459K 0.03% -29,711 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,846 shares; 2026Q2: 18,575 shares 18,575 $458K 0.03% -271 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: 1,156 shares; 2024Q4: 1,323 shares; 2025Q1: 925 shares; 2025Q2: 1,404 shares; 2025Q3: 1,482 shares; 2025Q4: 2,648 shares; 2026Q1: 2,504 shares; 2026Q2: 2,075 shares 2,075 $457K 0.03% -429 Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,448 shares; 2024Q4: 11,034 shares; 2025Q1: 12,177 shares; 2025Q2: 13,127 shares; 2025Q3: 13,182 shares; 2025Q4: 13,680 shares; 2026Q1: 13,735 shares; 2026Q2: 13,456 shares 13,456 $456K 0.03% -279 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: 7,504 shares; 2024Q4: 7,504 shares; 2025Q1: 7,504 shares; 2025Q2: 7,504 shares; 2025Q3: 7,504 shares; 2025Q4: 7,504 shares; 2026Q1: 7,557 shares; 2026Q2: 7,557 shares 7,557 $456K 0.03% 0 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: 3,124 shares; 2024Q4: 3,329 shares; 2025Q1: 3,479 shares; 2025Q2: 3,593 shares; 2025Q3: 3,469 shares; 2025Q4: 3,741 shares; 2026Q1: 3,636 shares; 2026Q2: 3,862 shares 3,862 $454K 0.03% +226 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: 2,239 shares; 2024Q4: 2,304 shares; 2025Q1: not reported; 2025Q2: 2,388 shares; 2025Q3: not reported; 2025Q4: 4,436 shares; 2026Q1: 5,287 shares; 2026Q2: 4,953 shares 4,953 $454K 0.03% -334 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: 2,159 shares; 2024Q4: 2,997 shares; 2025Q1: 2,640 shares; 2025Q2: 2,067 shares; 2025Q3: 1,372 shares; 2025Q4: not reported; 2026Q1: 2,120 shares; 2026Q2: 2,068 shares 2,068 $454K 0.03% -52 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: 7,371 shares; 2024Q4: 12,491 shares; 2025Q1: 7,150 shares; 2025Q2: 7,646 shares; 2025Q3: 7,393 shares; 2025Q4: 7,847 shares; 2026Q1: 4,245 shares; 2026Q2: 4,131 shares 4,131 $453K 0.03% -114 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,789 shares; 2024Q4: 5,894 shares; 2025Q1: 5,908 shares; 2025Q2: 3,308 shares; 2025Q3: 3,276 shares; 2025Q4: 3,316 shares; 2026Q1: 3,278 shares; 2026Q2: 3,278 shares 3,278 $451K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,531 shares; 2025Q2: 3,525 shares; 2025Q3: 3,225 shares; 2025Q4: 3,470 shares; 2026Q1: 3,254 shares; 2026Q2: 3,106 shares 3,106 $449K 0.03% -148 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,344 shares; 2025Q1: 5,246 shares; 2025Q2: 6,420 shares; 2025Q3: 6,041 shares; 2025Q4: 5,212 shares; 2026Q1: 2,302 shares; 2026Q2: 1,709 shares 1,709 $445K 0.03% -593 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,754 shares; 2024Q4: 4,626 shares; 2025Q1: 4,624 shares; 2025Q2: 4,643 shares; 2025Q3: 4,591 shares; 2025Q4: 4,591 shares; 2026Q1: 4,591 shares; 2026Q2: 4,638 shares 4,638 $443K 0.03% +47 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 2,602 shares 2,602 $441K 0.03% new Timeline RWK 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: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $439K 0.03% 0 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: 5,886 shares; 2026Q1: not reported; 2026Q2: 6,656 shares 6,656 $437K 0.03% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,748 shares; 2024Q4: 7,748 shares; 2025Q1: 7,748 shares; 2025Q2: 7,748 shares; 2025Q3: 7,748 shares; 2025Q4: 7,748 shares; 2026Q1: 7,748 shares; 2026Q2: 7,748 shares 7,748 $436K 0.03% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 8,475 shares; 2026Q2: 8,340 shares 8,340 $433K 0.03% -135 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: 15,658 shares; 2025Q4: 16,093 shares; 2026Q1: 15,226 shares; 2026Q2: 8,427 shares 8,427 $429K 0.03% -6,799 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,501 shares; 2025Q1: 5,378 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 5,462 shares; 2026Q1: 5,681 shares; 2026Q2: 6,690 shares 6,690 $429K 0.03% +1,009 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,993 shares; 2024Q4: 1,171 shares; 2025Q1: 1,124 shares; 2025Q2: 1,022 shares; 2025Q3: 1,025 shares; 2025Q4: 959 shares; 2026Q1: 1,329 shares; 2026Q2: 1,020 shares 1,020 $425K 0.03% -309 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,629 shares; 2026Q1: 3,530 shares; 2026Q2: 3,440 shares 3,440 $423K 0.03% -90 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 7,769 shares 7,769 $423K 0.03% 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: 5,055 shares; 2024Q4: 5,462 shares; 2025Q1: 5,694 shares; 2025Q2: 5,493 shares; 2025Q3: 5,504 shares; 2025Q4: 5,785 shares; 2026Q1: 5,788 shares; 2026Q2: 5,804 shares 5,804 $419K 0.03% +16 Timeline ESCA ESCALADE INC More: the full row for ESCALADE 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: 22,595 shares; 2026Q2: 22,232 shares 22,232 $418K 0.03% -363 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,848 shares; 2026Q2: 1,967 shares 1,967 $417K 0.03% +119 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,739 shares; 2026Q2: 8,739 shares 8,739 $415K 0.03% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,336 shares; 2024Q4: 1,373 shares; 2025Q1: 1,376 shares; 2025Q2: 1,511 shares; 2025Q3: 1,156 shares; 2025Q4: 1,095 shares; 2026Q1: 1,300 shares; 2026Q2: 2,007 shares 2,007 $413K 0.03% +707 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS 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: 20,223 shares; 2026Q2: 20,264 shares 20,264 $413K 0.03% +41 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: 4,304 shares; 2024Q4: 3,569 shares; 2025Q1: 3,206 shares; 2025Q2: 2,869 shares; 2025Q3: 2,796 shares; 2025Q4: 2,876 shares; 2026Q1: 1,254 shares; 2026Q2: 1,095 shares 1,095 $411K 0.03% -159 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: 803 shares; 2025Q1: 841 shares; 2025Q2: 835 shares; 2025Q3: 834 shares; 2025Q4: 900 shares; 2026Q1: 866 shares; 2026Q2: 829 shares 829 $410K 0.03% -37 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: 147,393 shares; 2024Q4: 35,482 shares; 2025Q1: 42,309 shares; 2025Q2: 39,718 shares; 2025Q3: 41,446 shares; 2025Q4: 4,482 shares; 2026Q1: 9,678 shares; 2026Q2: 7,644 shares 7,644 $410K 0.03% -2,034 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,695 shares; 2024Q4: 10,586 shares; 2025Q1: 839,416 shares; 2025Q2: 17,003 shares; 2025Q3: 13,006 shares; 2025Q4: 16,877 shares; 2026Q1: 688,382 shares; 2026Q2: 15,913 shares 15,913 $406K 0.03% -672,469 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: not reported; 2026Q1: not reported; 2026Q2: 2,291 shares 2,291 $405K 0.03% new 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: 8,471 shares; 2024Q4: 8,515 shares; 2025Q1: 8,174 shares; 2025Q2: 7,297 shares; 2025Q3: 10,051 shares; 2025Q4: 10,079 shares; 2026Q1: 10,917 shares; 2026Q2: 10,935 shares 10,935 $403K 0.03% +18 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 118 shares; 2025Q1: 121 shares; 2025Q2: 118 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 131 shares; 2026Q2: 126 shares 126 $403K 0.03% -5 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,953 shares; 2025Q3: 4,471 shares; 2025Q4: 4,958 shares; 2026Q1: 5,916 shares; 2026Q2: 5,863 shares 5,863 $400K 0.03% -53 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,514 shares; 2026Q2: 6,339 shares 6,339 $396K 0.03% -175 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED 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: 20,728 shares; 2025Q3: 23,278 shares; 2025Q4: 24,812 shares; 2026Q1: 15,462 shares; 2026Q2: 15,420 shares 15,420 $395K 0.03% -42 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,609 shares; 2026Q2: 2,080 shares 2,080 $392K 0.03% +471 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,026 shares; 2026Q2: 8,026 shares 8,026 $392K 0.03% 0 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: 2,263 shares; 2024Q4: not reported; 2025Q1: 1,818 shares; 2025Q2: not reported; 2025Q3: 1,825 shares; 2025Q4: 2,427 shares; 2026Q1: 2,826 shares; 2026Q2: 2,877 shares 2,877 $390K 0.03% +51 Timeline EMD WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,675 shares; 2024Q4: 36,164 shares; 2025Q1: 36,156 shares; 2025Q2: 36,156 shares; 2025Q3: 36,156 shares; 2025Q4: 36,156 shares; 2026Q1: 36,156 shares; 2026Q2: 36,156 shares 36,156 $388K 0.03% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,250 shares; 2024Q4: 21,126 shares; 2025Q1: 21,520 shares; 2025Q2: 23,158 shares; 2025Q3: 21,386 shares; 2025Q4: 16,540 shares; 2026Q1: 15,898 shares; 2026Q2: 14,005 shares 14,005 $388K 0.03% -1,893 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,357 shares; 2025Q4: 16,242 shares; 2026Q1: 17,666 shares; 2026Q2: 15,824 shares 15,824 $387K 0.03% -1,842 Timeline IBDS 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: 17,556 shares; 2026Q1: 11,615 shares; 2026Q2: 15,952 shares 15,952 $386K 0.03% +4,337 Timeline MOV MOVADO GROUP INC More: the full row for MOVADO 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: 9,857 shares; 2026Q2: 9,771 shares 9,771 $384K 0.03% -86 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; 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: 6,890 shares; 2026Q2: 6,621 shares 6,621 $384K 0.03% -269 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,021 shares; 2026Q2: 10,021 shares 10,021 $382K 0.03% 0 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,709 shares; 2026Q2: 7,709 shares 7,709 $382K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,541 shares; 2024Q4: 2,516 shares; 2025Q1: 2,419 shares; 2025Q2: 2,572 shares; 2025Q3: 2,163 shares; 2025Q4: 2,150 shares; 2026Q1: 2,574 shares; 2026Q2: 3,871 shares 3,871 $381K 0.03% +1,297 Timeline WHG WESTWOOD HLDGS GROUP INC More: the full row for WESTWOOD HLDGS 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: 20,035 shares; 2026Q2: 19,818 shares 19,818 $380K 0.03% -217 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: 20,619 shares; 2024Q4: 16,243 shares; 2025Q1: 15,516 shares; 2025Q2: 13,130 shares; 2025Q3: 12,108 shares; 2025Q4: 11,744 shares; 2026Q1: 6,544 shares; 2026Q2: 5,248 shares 5,248 $379K 0.03% -1,296 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,599 shares; 2026Q2: 9,242 shares 9,242 $378K 0.03% -357 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,300 shares; 2024Q4: 4,340 shares; 2025Q1: 4,401 shares; 2025Q2: 4,222 shares; 2025Q3: 4,309 shares; 2025Q4: 4,027 shares; 2026Q1: 4,235 shares; 2026Q2: 4,455 shares 4,455 $377K 0.03% +220 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR 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: 48,934 shares; 2026Q2: 46,134 shares 46,134 $376K 0.03% -2,800 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; 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: 6,176 shares; 2026Q2: 6,089 shares 6,089 $370K 0.02% -87 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: 1,134 shares; 2025Q1: 1,221 shares; 2025Q2: 1,248 shares; 2025Q3: 1,272 shares; 2025Q4: 1,253 shares; 2026Q1: 1,443 shares; 2026Q2: 2,701 shares 2,701 $370K 0.02% +1,258 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 837 shares; 2025Q4: 878 shares; 2026Q1: 1,366 shares; 2026Q2: 1,072 shares 1,072 $369K 0.02% -294 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,723 shares; 2026Q2: 2,915 shares 2,915 $368K 0.02% +192 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,532 shares; 2024Q4: 2,266 shares; 2025Q1: 2,662 shares; 2025Q2: 2,689 shares; 2025Q3: 2,325 shares; 2025Q4: 2,511 shares; 2026Q1: 2,679 shares; 2026Q2: 2,348 shares 2,348 $368K 0.02% -331 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,574 shares; 2024Q4: 5,393 shares; 2025Q1: 5,234 shares; 2025Q2: 5,131 shares; 2025Q3: 4,665 shares; 2025Q4: 4,429 shares; 2026Q1: 3,722 shares; 2026Q2: 3,291 shares 3,291 $366K 0.02% -431 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,138 shares; 2024Q4: 18,059 shares; 2025Q1: 20,090 shares; 2025Q2: 20,687 shares; 2025Q3: 15,440 shares; 2025Q4: 15,381 shares; 2026Q1: 15,255 shares; 2026Q2: 10,822 shares 10,822 $366K 0.02% -4,433 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,406 shares; 2026Q2: 2,267 shares 2,267 $366K 0.02% -139 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: 685 shares; 2024Q4: not reported; 2025Q1: 927 shares; 2025Q2: 941 shares; 2025Q3: 1,073 shares; 2025Q4: 1,098 shares; 2026Q1: 1,169 shares; 2026Q2: 1,025 shares 1,025 $363K 0.02% -144 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,100 shares; 2026Q2: 3,052 shares 3,052 $363K 0.02% -48 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,845 shares; 2025Q4: 1,746 shares; 2026Q1: 1,860 shares; 2026Q2: 1,881 shares 1,881 $361K 0.02% +21 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO 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: 9,200 shares; 2026Q1: 11,205 shares; 2026Q2: 12,045 shares 12,045 $360K 0.02% +840 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 604 shares; 2025Q4: 434 shares; 2026Q1: 1,159 shares; 2026Q2: 807 shares 807 $360K 0.02% -352 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: 2,550 shares; 2024Q4: 1,873 shares; 2025Q1: 1,673 shares; 2025Q2: 1,468 shares; 2025Q3: 1,381 shares; 2025Q4: 5,992 shares; 2026Q1: 5,635 shares; 2026Q2: 3,624 shares 3,624 $360K 0.02% -2,011 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: 2,811 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 574 shares; 2025Q4: 616 shares; 2026Q1: 644 shares; 2026Q2: 622 shares 622 $359K 0.02% -22 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: 9,048 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,983 shares; 2026Q1: 2,551 shares; 2026Q2: 2,707 shares 2,707 $354K 0.02% +156 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,009 shares; 2025Q1: 10,316 shares; 2025Q2: 10,261 shares; 2025Q3: 10,307 shares; 2025Q4: 10,161 shares; 2026Q1: 9,910 shares; 2026Q2: 9,575 shares 9,575 $353K 0.02% -335 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,124 shares; 2024Q4: 3,974 shares; 2025Q1: 3,973 shares; 2025Q2: 3,973 shares; 2025Q3: 3,973 shares; 2025Q4: 3,973 shares; 2026Q1: 3,891 shares; 2026Q2: 3,771 shares 3,771 $353K 0.02% -120 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,496 shares; 2026Q2: 9,325 shares 9,325 $352K 0.02% -171 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: 6,613 shares; 2024Q4: 5,923 shares; 2025Q1: 5,170 shares; 2025Q2: 5,004 shares; 2025Q3: 4,355 shares; 2025Q4: 3,864 shares; 2026Q1: 1,699 shares; 2026Q2: 1,611 shares 1,611 $352K 0.02% -88 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,194 shares; 2025Q3: 5,644 shares; 2025Q4: 5,381 shares; 2026Q1: 5,894 shares; 2026Q2: 4,649 shares 4,649 $351K 0.02% -1,245 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: 3,731 shares; 2025Q3: 2,728 shares; 2025Q4: 2,743 shares; 2026Q1: 3,332 shares; 2026Q2: 3,393 shares 3,393 $351K 0.02% +61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,583 shares; 2026Q2: 7,588 shares 7,588 $350K 0.02% +5 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,992 shares; 2024Q4: 8,559 shares; 2025Q1: 9,874 shares; 2025Q2: 10,046 shares; 2025Q3: 8,988 shares; 2025Q4: 13,965 shares; 2026Q1: 3,964 shares; 2026Q2: 4,806 shares 4,806 $350K 0.02% +842 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,734 shares; 2026Q2: 7,474 shares 7,474 $348K 0.02% -260 Timeline IBDU 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: 10,317 shares; 2026Q2: 14,958 shares 14,958 $346K 0.02% +4,641 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,675 shares; 2026Q1: 12,995 shares; 2026Q2: 12,987 shares 12,987 $346K 0.02% -8 Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF 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: 26,542 shares; 2026Q2: 26,269 shares 26,269 $345K 0.02% -273 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 770 shares; 2025Q1: 729 shares; 2025Q2: 741 shares; 2025Q3: 650 shares; 2025Q4: 663 shares; 2026Q1: 696 shares; 2026Q2: 701 shares 701 $344K 0.02% +5 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,099 shares 2,099 $343K 0.02% new Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,913 shares; 2026Q2: 8,588 shares 8,588 $342K 0.02% -325 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: 1,629 shares; 2024Q4: 1,553 shares; 2025Q1: not reported; 2025Q2: 2,965 shares; 2025Q3: 3,115 shares; 2025Q4: 3,132 shares; 2026Q1: 1,292 shares; 2026Q2: 1,335 shares 1,335 $341K 0.02% +43 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,345 shares; 2026Q2: 9,055 shares 9,055 $335K 0.02% -290 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,308 shares; 2026Q1: 4,811 shares; 2026Q2: 6,314 shares 6,314 $332K 0.02% +1,503 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: 3,428 shares; 2025Q2: 3,829 shares; 2025Q3: 4,172 shares; 2025Q4: 4,066 shares; 2026Q1: 3,577 shares; 2026Q2: 3,455 shares 3,455 $332K 0.02% -122 Timeline IBDV 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: 13,709 shares; 2026Q1: 13,048 shares; 2026Q2: 15,134 shares 15,134 $330K 0.02% +2,086 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,201 shares; 2024Q4: 14,234 shares; 2025Q1: 14,298 shares; 2025Q2: 14,359 shares; 2025Q3: 14,358 shares; 2025Q4: 14,431 shares; 2026Q1: 14,437 shares; 2026Q2: 14,460 shares 14,460 $329K 0.02% +23 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: 2,563 shares; 2024Q4: 2,396 shares; 2025Q1: 3,165 shares; 2025Q2: 2,264 shares; 2025Q3: 2,292 shares; 2025Q4: 2,627 shares; 2026Q1: 2,451 shares; 2026Q2: 2,017 shares 2,017 $327K 0.02% -434 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,346 shares 7,346 $322K 0.02% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,229 shares; 2026Q2: 5,193 shares 5,193 $321K 0.02% -1,036 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: not reported; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,103 shares; 2025Q4: 1,627 shares; 2026Q1: 1,822 shares; 2026Q2: 1,192 shares 1,192 $321K 0.02% -630 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 2,848 shares; 2026Q1: 2,885 shares; 2026Q2: 2,588 shares 2,588 $318K 0.02% -297 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: not reported; 2026Q1: 335 shares; 2026Q2: 370 shares 370 $317K 0.02% +35 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,332 shares; 2026Q2: 5,104 shares 5,104 $316K 0.02% -228 Timeline SHY 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: 4,415 shares; 2026Q1: 3,997 shares; 2026Q2: 3,840 shares 3,840 $315K 0.02% -157 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,734 shares; 2026Q2: 8,435 shares 8,435 $315K 0.02% -299 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: 3,762 shares; 2024Q4: 3,775 shares; 2025Q1: 3,784 shares; 2025Q2: 3,794 shares; 2025Q3: 3,803 shares; 2025Q4: 3,811 shares; 2026Q1: 3,821 shares; 2026Q2: 3,830 shares 3,830 $314K 0.02% +9 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI 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: 3,914 shares; 2026Q2: 3,851 shares 3,851 $314K 0.02% -63 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: 1,718 shares; 2026Q2: 1,653 shares 1,653 $313K 0.02% -65 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,226 shares; 2026Q2: 9,226 shares 9,226 $313K 0.02% 0 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: 2,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,956 shares; 2025Q4: 2,940 shares; 2026Q1: 3,395 shares; 2026Q2: 2,728 shares 2,728 $313K 0.02% -667 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,171 shares; 2024Q4: 3,673 shares; 2025Q1: 1,948 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,286 shares; 2026Q2: 2,344 shares 2,344 $311K 0.02% +58 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: 843 shares; 2026Q1: not reported; 2026Q2: 1,027 shares 1,027 $311K 0.02% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,104 shares; 2026Q2: 3,094 shares 3,094 $308K 0.02% -10 Timeline THRO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,100 shares; 2026Q2: 7,071 shares 7,071 $305K 0.02% -29 Timeline IBTG 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: 14,240 shares; 2026Q1: 12,158 shares; 2026Q2: 13,259 shares 13,259 $304K 0.02% +1,101 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,851 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,427 shares; 2025Q3: 1,498 shares; 2025Q4: 1,558 shares; 2026Q1: 1,762 shares; 2026Q2: 1,884 shares 1,884 $299K 0.02% +122 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: not reported; 2024Q4: 5,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,842 shares; 2025Q4: not reported; 2026Q1: 4,874 shares; 2026Q2: 5,294 shares 5,294 $298K 0.02% +420 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: 4,409 shares; 2024Q4: 4,548 shares; 2025Q1: 2,572 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,560 shares; 2026Q1: 3,036 shares; 2026Q2: 2,920 shares 2,920 $298K 0.02% -116 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,023 shares; 2024Q4: 19,499 shares; 2025Q1: 20,457 shares; 2025Q2: 21,026 shares; 2025Q3: 21,642 shares; 2025Q4: 22,296 shares; 2026Q1: 23,058 shares; 2026Q2: 23,835 shares 23,835 $298K 0.02% +777 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: 5,951 shares; 2024Q4: 2,198 shares; 2025Q1: 1,551 shares; 2025Q2: 1,563 shares; 2025Q3: 1,651 shares; 2025Q4: 1,741 shares; 2026Q1: 1,931 shares; 2026Q2: 1,967 shares 1,967 $298K 0.02% +36 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 6,525 shares; 2026Q2: 6,525 shares 6,525 $297K 0.02% 0 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: 5,077 shares; 2024Q4: 4,473 shares; 2025Q1: 4,137 shares; 2025Q2: 3,911 shares; 2025Q3: 4,136 shares; 2025Q4: 3,791 shares; 2026Q1: 1,381 shares; 2026Q2: 1,291 shares 1,291 $296K 0.02% -90 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,075 shares; 2026Q2: 1,203 shares 1,203 $296K 0.02% +128 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $294K 0.02% 0 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: 1,168 shares; 2026Q1: 1,898 shares; 2026Q2: 1,377 shares 1,377 $293K 0.02% -521 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,493 shares; 2025Q2: 1,337 shares; 2025Q3: 1,532 shares; 2025Q4: 1,649 shares; 2026Q1: 1,383 shares; 2026Q2: 1,566 shares 1,566 $293K 0.02% +183 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,989 shares; 2026Q1: 12,057 shares; 2026Q2: 12,414 shares 12,414 $291K 0.02% +357 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,190 shares; 2025Q4: not reported; 2026Q1: 1,104 shares; 2026Q2: 1,113 shares 1,113 $290K 0.02% +9 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,305 shares; 2025Q3: 1,308 shares; 2025Q4: 1,344 shares; 2026Q1: 1,249 shares; 2026Q2: 1,179 shares 1,179 $289K 0.02% -70 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: not reported; 2024Q4: 9,986 shares; 2025Q1: 9,017 shares; 2025Q2: 8,891 shares; 2025Q3: 2,501 shares; 2025Q4: 1,993 shares; 2026Q1: 2,188 shares; 2026Q2: 2,673 shares 2,673 $288K 0.02% +485 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,983 shares; 2026Q1: 4,013 shares; 2026Q2: 4,101 shares 4,101 $287K 0.02% +88 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: not reported; 2024Q4: 1,393 shares; 2025Q1: not reported; 2025Q2: 1,447 shares; 2025Q3: 1,381 shares; 2025Q4: 1,210 shares; 2026Q1: 1,139 shares; 2026Q2: 1,139 shares 1,139 $287K 0.02% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,588 shares; 2024Q4: 2,411 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares; 2026Q1: 3,582 shares; 2026Q2: 2,133 shares 2,133 $287K 0.02% -1,449 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: 6,574 shares; 2024Q4: 5,676 shares; 2025Q1: 7,056 shares; 2025Q2: 2,785 shares; 2025Q3: 2,750 shares; 2025Q4: 2,932 shares; 2026Q1: 3,164 shares; 2026Q2: 2,949 shares 2,949 $286K 0.02% -215 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 459 shares 459 $283K 0.02% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; 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: 7,962 shares; 2026Q2: 7,017 shares 7,017 $281K 0.02% -945 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,669 shares; 2024Q4: 2,751 shares; 2025Q1: 2,853 shares; 2025Q2: 3,345 shares; 2025Q3: 3,435 shares; 2025Q4: 2,084 shares; 2026Q1: 2,275 shares; 2026Q2: 2,159 shares 2,159 $280K 0.02% -116 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,734 shares; 2026Q2: 6,734 shares 6,734 $278K 0.02% 0 Timeline GENT SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,806 shares; 2025Q4: 14,812 shares; 2026Q1: 26,785 shares; 2026Q2: 27,114 shares 27,114 $278K 0.02% +329 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,052 shares; 2026Q1: 24,945 shares; 2026Q2: 7,221 shares 7,221 $277K 0.02% -17,724 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217 shares; 2024Q4: 287 shares; 2025Q1: 268 shares; 2025Q2: 314 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares; 2026Q2: 203 shares 203 $277K 0.02% -2 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,475 shares; 2026Q2: 4,475 shares 4,475 $274K 0.02% 0 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: not reported; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares; 2026Q2: 2,245 shares 2,245 $273K 0.02% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: 1,353 shares; 2026Q1: 1,334 shares; 2026Q2: 937 shares 937 $272K 0.02% -397 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: not reported; 2024Q4: 2,750 shares; 2025Q1: 2,801 shares; 2025Q2: 2,827 shares; 2025Q3: 2,858 shares; 2025Q4: 2,927 shares; 2026Q1: 3,014 shares; 2026Q2: 3,032 shares 3,032 $271K 0.02% +18 Timeline MKSI MKS INC. More: the full row for MKS 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: 604 shares 604 $269K 0.02% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,077 shares; 2024Q4: 2,790 shares; 2025Q1: 2,267 shares; 2025Q2: 1,711 shares; 2025Q3: 1,714 shares; 2025Q4: 1,717 shares; 2026Q1: 1,734 shares; 2026Q2: 1,737 shares 1,737 $268K 0.02% +3 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,437 shares; 2026Q2: 7,437 shares 7,437 $268K 0.02% 0 Timeline CPRJ 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: 9,645 shares; 2024Q4: 11,082 shares; 2025Q1: 11,082 shares; 2025Q2: 9,645 shares; 2025Q3: 11,082 shares; 2025Q4: 9,645 shares; 2026Q1: 9,645 shares; 2026Q2: 9,645 shares 9,645 $267K 0.02% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 758 shares; 2026Q2: 781 shares 781 $267K 0.02% +23 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,329 shares; 2024Q4: 2,904 shares; 2025Q1: 3,652 shares; 2025Q2: 4,498 shares; 2025Q3: 4,329 shares; 2025Q4: 4,343 shares; 2026Q1: 1,149 shares; 2026Q2: 986 shares 986 $266K 0.02% -163 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,688 shares; 2026Q1: 8,972 shares; 2026Q2: 11,127 shares 11,127 $264K 0.02% +2,155 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,868 shares; 2025Q2: not reported; 2025Q3: 4,035 shares; 2025Q4: not reported; 2026Q1: 5,220 shares; 2026Q2: 4,416 shares 4,416 $264K 0.02% -804 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: not reported; 2024Q4: not reported; 2025Q1: 595 shares; 2025Q2: 1,670 shares; 2025Q3: 1,772 shares; 2025Q4: 1,830 shares; 2026Q1: not reported; 2026Q2: 675 shares 675 $261K 0.02% new 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: 2,457 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,054 shares; 2026Q1: 1,092 shares; 2026Q2: 1,098 shares 1,098 $261K 0.02% +6 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,313 shares; 2025Q4: 2,387 shares; 2026Q1: not reported; 2026Q2: 1,023 shares 1,023 $260K 0.02% new Timeline SHLD 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: not reported; 2026Q1: 4,085 shares; 2026Q2: 4,305 shares 4,305 $257K 0.02% +220 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: 1,482 shares 1,482 $253K 0.02% new Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,771 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares; 2026Q1: 3,318 shares; 2026Q2: 2,326 shares 2,326 $252K 0.02% -992 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: 831 shares; 2024Q4: 883 shares; 2025Q1: 932 shares; 2025Q2: 939 shares; 2025Q3: 885 shares; 2025Q4: 871 shares; 2026Q1: 837 shares; 2026Q2: 842 shares 842 $252K 0.02% +5 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 8,201 shares; 2026Q2: 7,896 shares 7,896 $252K 0.02% -305 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 371 shares; 2025Q4: 442 shares; 2026Q1: not reported; 2026Q2: 487 shares 487 $251K 0.02% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,015 shares; 2025Q1: 2,055 shares; 2025Q2: 2,132 shares; 2025Q3: 2,155 shares; 2025Q4: 2,054 shares; 2026Q1: 2,984 shares; 2026Q2: 2,872 shares 2,872 $250K 0.02% -112 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: 2,437 shares; 2024Q4: 2,490 shares; 2025Q1: 2,587 shares; 2025Q2: 2,826 shares; 2025Q3: 2,800 shares; 2025Q4: 2,949 shares; 2026Q1: 2,769 shares; 2026Q2: 3,045 shares 3,045 $247K 0.02% +276 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,993 shares; 2026Q1: 5,603 shares; 2026Q2: 5,309 shares 5,309 $247K 0.02% -294 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; 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: 3,163 shares 3,163 $246K 0.02% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,179 shares; 2025Q1: 5,297 shares; 2025Q2: 5,351 shares; 2025Q3: 4,860 shares; 2025Q4: 5,528 shares; 2026Q1: not reported; 2026Q2: 3,307 shares 3,307 $245K 0.02% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,069 shares; 2024Q4: 1,155 shares; 2025Q1: 1,240 shares; 2025Q2: 1,090 shares; 2025Q3: 1,051 shares; 2025Q4: 1,047 shares; 2026Q1: 1,025 shares; 2026Q2: 920 shares 920 $244K 0.02% -105 Timeline MBB 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: 2,579 shares; 2026Q2: 2,580 shares 2,580 $244K 0.02% +1 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,684 shares; 2026Q1: 6,727 shares; 2026Q2: 7,902 shares 7,902 $244K 0.02% +1,175 Timeline