IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,439 shares; 2025Q1: 75,284 shares; 2025Q2: 110,201 shares; 2025Q3: 128,909 shares; 2025Q4: 135,021 shares; 2026Q1: 143,394 shares; 2026Q2: 149,520 shares; 2026Q3: 155,990 shares 155,990 $121M 5.46% +6,470 Timeline JPST 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; 2024Q4: 418,650 shares; 2025Q1: 520,801 shares; 2025Q2: 584,169 shares; 2025Q3: 679,593 shares; 2025Q4: 742,191 shares; 2026Q1: 801,965 shares; 2026Q2: 821,078 shares; 2026Q3: 968,845 shares 968,845 $48.7M 2.2% +147,767 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 108,764 shares; 2025Q1: 108,693 shares; 2025Q2: 107,915 shares; 2025Q3: 117,795 shares; 2025Q4: 119,911 shares; 2026Q1: 118,039 shares; 2026Q2: 130,323 shares; 2026Q3: 138,328 shares 138,328 $47.4M 2.15% +8,005 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 482,603 shares; 2025Q1: 594,300 shares; 2025Q2: 918,120 shares; 2025Q3: 901,536 shares; 2025Q4: 921,164 shares; 2026Q1: 1,059,654 shares; 2026Q2: 933,907 shares; 2026Q3: 860,818 shares 860,818 $45.5M 2.06% -73,089 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; 2024Q4: 856,218 shares; 2025Q1: 908,780 shares; 2025Q2: 1,052,640 shares; 2025Q3: 1,081,702 shares; 2025Q4: 1,100,743 shares; 2026Q1: 1,151,149 shares; 2026Q2: 1,161,091 shares; 2026Q3: 1,179,963 shares 1,179,963 $44.1M 2% +18,872 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 674,793 shares; 2025Q1: 914,208 shares; 2025Q2: 947,042 shares; 2025Q3: 1,026,325 shares; 2025Q4: 1,068,173 shares; 2026Q1: 1,111,629 shares; 2026Q2: 1,141,207 shares; 2026Q3: 1,200,220 shares 1,200,220 $39.6M 1.79% +59,013 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; 2024Q4: 45,551 shares; 2025Q1: 47,703 shares; 2025Q2: 41,318 shares; 2025Q3: 44,100 shares; 2025Q4: 49,833 shares; 2026Q1: 58,677 shares; 2026Q2: 395,280 shares; 2026Q3: 439,162 shares 439,162 $39.5M 1.79% +43,882 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; 2024Q4: 257,796 shares; 2025Q1: 368,300 shares; 2025Q2: 396,117 shares; 2025Q3: 490,536 shares; 2025Q4: 528,175 shares; 2026Q1: 564,219 shares; 2026Q2: 625,172 shares; 2026Q3: 725,630 shares 725,630 $39.1M 1.77% +100,458 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; 2024Q4: 376,019 shares; 2025Q1: 390,413 shares; 2025Q2: 416,736 shares; 2025Q3: 460,014 shares; 2025Q4: 473,984 shares; 2026Q1: 494,179 shares; 2026Q2: 502,897 shares; 2026Q3: 523,978 shares 523,978 $36.3M 1.64% +21,081 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 208,288 shares; 2025Q1: 235,820 shares; 2025Q2: 232,752 shares; 2025Q3: 272,211 shares; 2025Q4: 312,949 shares; 2026Q1: 381,275 shares; 2026Q2: 432,570 shares; 2026Q3: 474,399 shares 474,399 $34.3M 1.55% +41,829 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; 2024Q4: 424,342 shares; 2025Q1: 620,147 shares; 2025Q2: 660,840 shares; 2025Q3: 701,195 shares; 2025Q4: 687,201 shares; 2026Q1: 701,850 shares; 2026Q2: 733,058 shares; 2026Q3: 737,324 shares 737,324 $33.1M 1.5% +4,266 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,624 shares; 2025Q1: 59,713 shares; 2025Q2: 58,951 shares; 2025Q3: 61,841 shares; 2025Q4: 62,510 shares; 2026Q1: 62,200 shares; 2026Q2: 60,753 shares; 2026Q3: 60,444 shares 60,444 $32.3M 1.46% -309 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 262,108 shares; 2025Q1: 290,810 shares; 2025Q2: 304,871 shares; 2025Q3: 323,723 shares; 2025Q4: 331,574 shares; 2026Q1: 338,179 shares; 2026Q2: 342,460 shares; 2026Q3: 322,995 shares 322,995 $30.6M 1.39% -19,465 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; 2024Q4: 79,929 shares; 2025Q1: 80,610 shares; 2025Q2: 70,058 shares; 2025Q3: 73,965 shares; 2025Q4: 77,046 shares; 2026Q1: 81,346 shares; 2026Q2: 82,386 shares; 2026Q3: 80,782 shares 80,782 $30.4M 1.38% -1,604 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126,184 shares; 2025Q1: 132,771 shares; 2025Q2: 133,338 shares; 2025Q3: 135,985 shares; 2025Q4: 135,134 shares; 2026Q1: 130,947 shares; 2026Q2: 130,249 shares; 2026Q3: 137,551 shares 137,551 $30.4M 1.38% +7,302 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; 2024Q4: 783,068 shares; 2025Q1: 887,612 shares; 2025Q2: 987,028 shares; 2025Q3: 954,662 shares; 2025Q4: 861,205 shares; 2026Q1: 806,239 shares; 2026Q2: 850,999 shares; 2026Q3: 901,801 shares 901,801 $30.4M 1.38% +50,802 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,200 shares; 2025Q1: 125,400 shares; 2025Q2: 136,635 shares; 2025Q3: 147,286 shares; 2025Q4: 153,207 shares; 2026Q1: 172,526 shares; 2026Q2: 201,808 shares; 2026Q3: 265,811 shares 265,811 $29.3M 1.33% +64,003 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 499,410 shares; 2025Q1: 551,372 shares; 2025Q2: 610,154 shares; 2025Q3: 631,997 shares; 2025Q4: 649,188 shares; 2026Q1: 688,384 shares; 2026Q2: 700,959 shares; 2026Q3: 716,068 shares 716,068 $27.8M 1.26% +15,109 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; 2024Q4: 300,579 shares; 2025Q1: 343,016 shares; 2025Q2: 353,944 shares; 2025Q3: 377,618 shares; 2025Q4: 403,887 shares; 2026Q1: 421,090 shares; 2026Q2: 438,347 shares; 2026Q3: 463,413 shares 463,413 $27.3M 1.23% +25,066 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 166,709 shares; 2025Q3: 225,736 shares; 2025Q4: 244,863 shares; 2026Q1: 258,999 shares; 2026Q2: 277,046 shares; 2026Q3: 298,958 shares 298,958 $26.5M 1.2% +21,912 Timeline AFIF HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,836,535 shares 2,836,535 $26.3M 1.19% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125,382 shares; 2025Q1: 151,429 shares; 2025Q2: 186,322 shares; 2025Q3: 201,296 shares; 2025Q4: 222,100 shares; 2026Q1: 248,457 shares; 2026Q2: 264,545 shares; 2026Q3: 280,161 shares 280,161 $25.4M 1.15% +15,616 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; 2024Q4: 20,857 shares; 2025Q1: 28,345 shares; 2025Q2: 27,948 shares; 2025Q3: 28,692 shares; 2025Q4: 30,060 shares; 2026Q1: 30,063 shares; 2026Q2: 31,275 shares; 2026Q3: 31,797 shares 31,797 $24.5M 1.11% +522 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; 2024Q4: 15,766 shares; 2025Q1: 17,730 shares; 2025Q2: 42,174 shares; 2025Q3: 54,259 shares; 2025Q4: 59,473 shares; 2026Q1: 62,756 shares; 2026Q2: 274,531 shares; 2026Q3: 289,436 shares 289,436 $23.2M 1.05% +14,905 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,592 shares; 2025Q1: 62,562 shares; 2025Q2: 67,794 shares; 2025Q3: 64,120 shares; 2025Q4: 62,542 shares; 2026Q1: 60,374 shares; 2026Q2: 58,822 shares; 2026Q3: 60,403 shares 60,403 $22.7M 1.03% +1,581 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; 2024Q4: 71,519 shares; 2025Q1: 79,919 shares; 2025Q2: 81,258 shares; 2025Q3: 103,716 shares; 2025Q4: 116,735 shares; 2026Q1: 140,292 shares; 2026Q2: 160,011 shares; 2026Q3: 177,361 shares 177,361 $22.3M 1.01% +17,350 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 265,134 shares; 2025Q1: 475,568 shares; 2025Q2: 495,516 shares; 2025Q3: 502,814 shares; 2025Q4: 517,700 shares; 2026Q1: 471,321 shares; 2026Q2: 486,421 shares; 2026Q3: 460,000 shares 460,000 $21.8M 0.99% -26,421 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; 2024Q4: 32,240 shares; 2025Q1: 41,640 shares; 2025Q2: 125,114 shares; 2025Q3: 147,566 shares; 2025Q4: 141,732 shares; 2026Q1: 130,154 shares; 2026Q2: 139,834 shares; 2026Q3: 136,004 shares 136,004 $21.6M 0.98% -3,830 Timeline JBND 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 981 shares; 2025Q3: 2,367 shares; 2025Q4: 4,288 shares; 2026Q1: 130,571 shares; 2026Q2: 358,635 shares; 2026Q3: 404,947 shares 404,947 $20.7M 0.94% +46,312 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; 2024Q4: 106,488 shares; 2025Q1: 133,355 shares; 2025Q2: 104,586 shares; 2025Q3: 113,628 shares; 2025Q4: 118,958 shares; 2026Q1: 161,029 shares; 2026Q2: 206,864 shares; 2026Q3: 233,100 shares 233,100 $20.3M 0.92% +26,236 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,323 shares; 2025Q1: 23,618 shares; 2025Q2: 25,878 shares; 2025Q3: 25,022 shares; 2025Q4: 63,479 shares; 2026Q1: 678,524 shares; 2026Q2: 757,948 shares; 2026Q3: 800,434 shares 800,434 $20.1M 0.91% +42,486 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 248,194 shares; 2025Q1: 261,389 shares; 2025Q2: 310,763 shares; 2025Q3: 291,102 shares; 2025Q4: 285,119 shares; 2026Q1: 258,255 shares; 2026Q2: 255,152 shares; 2026Q3: 253,352 shares 253,352 $19.6M 0.89% -1,800 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,925 shares; 2025Q3: 167,263 shares; 2025Q4: 258,014 shares; 2026Q1: 304,061 shares; 2026Q2: 338,009 shares; 2026Q3: 356,258 shares 356,258 $18.3M 0.83% +18,249 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 229,604 shares; 2025Q1: 249,941 shares; 2025Q2: 363,566 shares; 2025Q3: 408,356 shares; 2025Q4: 422,823 shares; 2026Q1: 419,077 shares; 2026Q2: 421,282 shares; 2026Q3: 432,030 shares 432,030 $18.1M 0.82% +10,748 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; 2024Q4: 21,150 shares; 2025Q1: 22,429 shares; 2025Q2: 22,827 shares; 2025Q3: 23,314 shares; 2025Q4: 23,853 shares; 2026Q1: 22,923 shares; 2026Q2: 24,057 shares; 2026Q3: 24,852 shares 24,852 $18.1M 0.82% +795 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,228 shares; 2025Q1: 21,210 shares; 2025Q2: 21,784 shares; 2025Q3: 26,460 shares; 2025Q4: 27,001 shares; 2026Q1: 31,158 shares; 2026Q2: 31,884 shares; 2026Q3: 24,917 shares 24,917 $17.6M 0.8% -6,967 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 671,581 shares; 2025Q1: 757,098 shares; 2025Q2: 766,599 shares; 2025Q3: 784,811 shares; 2025Q4: 790,290 shares; 2026Q1: 780,153 shares; 2026Q2: 847,580 shares; 2026Q3: 689,127 shares 689,127 $16.4M 0.74% -158,453 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; 2024Q4: 37,035 shares; 2025Q1: 39,154 shares; 2025Q2: 39,520 shares; 2025Q3: 57,773 shares; 2025Q4: 59,203 shares; 2026Q1: 58,015 shares; 2026Q2: 58,864 shares; 2026Q3: 57,673 shares 57,673 $14.7M 0.66% -1,191 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,700 shares; 2025Q1: 49,765 shares; 2025Q2: 79,502 shares; 2025Q3: 96,477 shares; 2025Q4: 111,379 shares; 2026Q1: 127,762 shares; 2026Q2: 134,811 shares; 2026Q3: 141,110 shares 141,110 $14.5M 0.66% +6,299 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 169,848 shares; 2025Q1: 206,095 shares; 2025Q2: 219,475 shares; 2025Q3: 241,911 shares; 2025Q4: 236,177 shares; 2026Q1: 280,562 shares; 2026Q2: 287,324 shares; 2026Q3: 293,584 shares 293,584 $14.4M 0.65% +6,260 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 563 shares; 2025Q1: 2,175 shares; 2025Q2: 10,899 shares; 2025Q3: 14,975 shares; 2025Q4: 37,141 shares; 2026Q1: 341,835 shares; 2026Q2: 367,686 shares; 2026Q3: 423,813 shares 423,813 $14M 0.63% +56,127 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,094 shares; 2025Q1: 153,180 shares; 2025Q2: 246,492 shares; 2025Q3: 265,883 shares; 2025Q4: 285,063 shares; 2026Q1: 321,993 shares; 2026Q2: 292,360 shares; 2026Q3: 240,504 shares 240,504 $13.7M 0.62% -51,856 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 164,623 shares; 2025Q1: 189,133 shares; 2025Q2: 214,630 shares; 2025Q3: 167,518 shares; 2025Q4: 150,381 shares; 2026Q1: 152,478 shares; 2026Q2: 155,168 shares; 2026Q3: 160,942 shares 160,942 $13.1M 0.59% +5,774 Timeline DFSV DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 344,289 shares 344,289 $13M 0.59% new 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; 2024Q4: 13,516 shares; 2025Q1: 14,297 shares; 2025Q2: 28,607 shares; 2025Q3: 35,348 shares; 2025Q4: 37,724 shares; 2026Q1: 39,546 shares; 2026Q2: 43,077 shares; 2026Q3: 44,616 shares 44,616 $12.7M 0.57% +1,539 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; 2024Q4: 15,343 shares; 2025Q1: 20,720 shares; 2025Q2: 26,163 shares; 2025Q3: 33,287 shares; 2025Q4: 46,780 shares; 2026Q1: 241,714 shares; 2026Q2: 271,457 shares; 2026Q3: 292,029 shares 292,029 $10.8M 0.49% +20,572 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25,000 shares; 2025Q2: 25,005 shares; 2025Q3: 26,145 shares; 2025Q4: 35,067 shares; 2026Q1: 36,687 shares; 2026Q2: 39,979 shares; 2026Q3: 66,205 shares 66,205 $10.6M 0.48% +26,226 Timeline DUHP DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 248,597 shares 248,597 $10.5M 0.48% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 590 shares; 2025Q1: 363 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 24,678 shares; 2026Q1: 24,904 shares; 2026Q2: 22,586 shares; 2026Q3: 19,306 shares 19,306 $10M 0.45% -3,280 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,846 shares; 2025Q1: 26,954 shares; 2025Q2: 27,475 shares; 2025Q3: 34,517 shares; 2025Q4: 34,636 shares; 2026Q1: 34,698 shares; 2026Q2: 29,260 shares; 2026Q3: 29,740 shares 29,740 $9.97M 0.45% +480 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; 2024Q4: 15,963 shares; 2025Q1: 16,176 shares; 2025Q2: 51,082 shares; 2025Q3: 67,807 shares; 2025Q4: 70,853 shares; 2026Q1: 78,812 shares; 2026Q2: 86,552 shares; 2026Q3: 107,336 shares 107,336 $9.82M 0.44% +20,784 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,178 shares; 2026Q3: 53,612 shares 53,612 $9.49M 0.43% +2,434 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,632 shares; 2025Q1: 101,498 shares; 2025Q2: 101,536 shares; 2025Q3: 101,251 shares; 2025Q4: 232,963 shares; 2026Q1: 232,652 shares; 2026Q2: 232,696 shares; 2026Q3: 237,193 shares 237,193 $9.45M 0.43% +4,497 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; 2024Q4: 15,067 shares; 2025Q1: 15,629 shares; 2025Q2: 15,560 shares; 2025Q3: 15,356 shares; 2025Q4: 15,739 shares; 2026Q1: 15,191 shares; 2026Q2: 14,709 shares; 2026Q3: 12,812 shares 12,812 $9.45M 0.43% -1,897 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,593 shares; 2025Q1: 121,834 shares; 2025Q2: 144,809 shares; 2025Q3: 160,600 shares; 2025Q4: 173,464 shares; 2026Q1: 182,654 shares; 2026Q2: 206,776 shares; 2026Q3: 226,853 shares 226,853 $9.3M 0.42% +20,077 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,037 shares; 2025Q1: 83,527 shares; 2025Q2: 93,959 shares; 2025Q3: 125,082 shares; 2025Q4: 131,110 shares; 2026Q1: 137,851 shares; 2026Q2: 146,365 shares; 2026Q3: 158,996 shares 158,996 $9.03M 0.41% +12,631 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,705 shares; 2025Q1: 49,151 shares; 2025Q2: 84,004 shares; 2025Q3: 98,191 shares; 2025Q4: 102,996 shares; 2026Q1: 106,069 shares; 2026Q2: 107,861 shares; 2026Q3: 112,287 shares 112,287 $8.83M 0.4% +4,426 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; 2024Q4: 20,346 shares; 2025Q1: 20,101 shares; 2025Q2: 20,867 shares; 2025Q3: 21,579 shares; 2025Q4: 21,726 shares; 2026Q1: 20,718 shares; 2026Q2: 20,242 shares; 2026Q3: 20,268 shares 20,268 $8.72M 0.39% +26 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,609 shares; 2025Q1: 27,144 shares; 2025Q2: 25,449 shares; 2025Q3: 25,526 shares; 2025Q4: 25,021 shares; 2026Q1: 24,531 shares; 2026Q2: 23,908 shares; 2026Q3: 24,441 shares 24,441 $8.5M 0.38% +533 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; 2024Q4: not reported; 2025Q1: 114,571 shares; 2025Q2: 133,084 shares; 2025Q3: 194,168 shares; 2025Q4: 275,727 shares; 2026Q1: 281,423 shares; 2026Q2: 323,208 shares; 2026Q3: 338,747 shares 338,747 $8.13M 0.37% +15,539 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 28,674 shares; 2025Q2: 39,335 shares; 2025Q3: 53,281 shares; 2025Q4: 76,090 shares; 2026Q1: 77,514 shares; 2026Q2: 89,782 shares; 2026Q3: 94,598 shares 94,598 $8.03M 0.36% +4,816 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 892 shares; 2025Q1: 117,774 shares; 2025Q2: 161,559 shares; 2025Q3: 226,955 shares; 2025Q4: 298,955 shares; 2026Q1: 307,736 shares; 2026Q2: 362,948 shares; 2026Q3: 380,907 shares 380,907 $7.78M 0.35% +17,959 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; 2024Q4: 108,263 shares; 2025Q1: 110,610 shares; 2025Q2: 113,906 shares; 2025Q3: 111,655 shares; 2025Q4: 118,781 shares; 2026Q1: 120,951 shares; 2026Q2: 122,695 shares; 2026Q3: 124,878 shares 124,878 $7.68M 0.35% +2,183 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; 2024Q4: 97,004 shares; 2025Q1: 97,479 shares; 2025Q2: 96,379 shares; 2025Q3: 99,545 shares; 2025Q4: 100,187 shares; 2026Q1: 99,684 shares; 2026Q2: 99,824 shares; 2026Q3: 98,389 shares 98,389 $7.58M 0.34% -1,435 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 49,114 shares; 2025Q2: 67,999 shares; 2025Q3: 96,918 shares; 2025Q4: 124,765 shares; 2026Q1: 128,506 shares; 2026Q2: 151,814 shares; 2026Q3: 160,140 shares 160,140 $7.54M 0.34% +8,326 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,210 shares; 2025Q1: 5,822 shares; 2025Q2: 7,350 shares; 2025Q3: 37,666 shares; 2025Q4: 37,682 shares; 2026Q1: 40,977 shares; 2026Q2: 42,646 shares; 2026Q3: 42,738 shares 42,738 $7.37M 0.33% +92 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 100,948 shares; 2025Q2: 138,904 shares; 2025Q3: 199,440 shares; 2025Q4: 241,859 shares; 2026Q1: 251,060 shares; 2026Q2: 299,727 shares; 2026Q3: 318,037 shares 318,037 $7.36M 0.33% +18,310 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,056 shares; 2025Q1: 115,470 shares; 2025Q2: 160,155 shares; 2025Q3: 215,553 shares; 2025Q4: 295,733 shares; 2026Q1: 304,877 shares; 2026Q2: 357,220 shares; 2026Q3: 382,027 shares 382,027 $7.34M 0.33% +24,807 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 169,280 shares; 2025Q2: 235,120 shares; 2025Q3: 319,133 shares; 2025Q4: 485,021 shares; 2026Q1: 502,990 shares; 2026Q2: 601,286 shares; 2026Q3: 643,447 shares 643,447 $7.25M 0.33% +42,161 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,694 shares; 2025Q1: 85,555 shares; 2025Q2: 89,092 shares; 2025Q3: 100,549 shares; 2025Q4: 119,687 shares; 2026Q1: 136,577 shares; 2026Q2: 147,010 shares; 2026Q3: 273,319 shares 273,319 $7.15M 0.32% +126,309 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; 2024Q4: 5,772 shares; 2025Q1: 5,791 shares; 2025Q2: 123,576 shares; 2025Q3: 173,883 shares; 2025Q4: 182,913 shares; 2026Q1: 190,469 shares; 2026Q2: 195,674 shares; 2026Q3: 208,052 shares 208,052 $7.09M 0.32% +12,378 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; 2024Q4: 5,154 shares; 2025Q1: 5,312 shares; 2025Q2: 5,444 shares; 2025Q3: 6,179 shares; 2025Q4: 7,472 shares; 2026Q1: 7,019 shares; 2026Q2: 7,071 shares; 2026Q3: 7,125 shares 7,125 $7M 0.32% +54 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,708 shares; 2025Q1: 20,051 shares; 2025Q2: 18,847 shares; 2025Q3: 18,210 shares; 2025Q4: 17,872 shares; 2026Q1: 18,988 shares; 2026Q2: 18,500 shares; 2026Q3: 18,964 shares 18,964 $6.52M 0.29% +464 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,248 shares; 2025Q1: 98,323 shares; 2025Q2: 106,571 shares; 2025Q3: 111,759 shares; 2025Q4: 133,858 shares; 2026Q1: 140,443 shares; 2026Q2: 148,160 shares; 2026Q3: 159,650 shares 159,650 $6.45M 0.29% +11,490 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,093 shares; 2025Q1: 16,492 shares; 2025Q2: 17,767 shares; 2025Q3: 17,561 shares; 2025Q4: 17,019 shares; 2026Q1: 16,482 shares; 2026Q2: 16,926 shares; 2026Q3: 17,197 shares 17,197 $6.31M 0.29% +271 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281,893 shares; 2026Q1: 288,470 shares; 2026Q2: 342,996 shares; 2026Q3: 367,238 shares 367,238 $6.29M 0.28% +24,242 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 174,595 shares; 2025Q1: 184,559 shares; 2025Q2: 189,695 shares; 2025Q3: 196,131 shares; 2025Q4: 203,243 shares; 2026Q1: 215,422 shares; 2026Q2: 224,553 shares; 2026Q3: 231,067 shares 231,067 $6.27M 0.28% +6,514 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 4,097 shares; 2025Q3: 3,049 shares; 2025Q4: 3,348 shares; 2026Q1: 1,457 shares; 2026Q2: 39,355 shares; 2026Q3: 40,763 shares 40,763 $6.21M 0.28% +1,408 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; 2024Q4: 9,788 shares; 2025Q1: 9,725 shares; 2025Q2: 9,574 shares; 2025Q3: 9,554 shares; 2025Q4: 9,578 shares; 2026Q1: 9,546 shares; 2026Q2: 9,327 shares; 2026Q3: 9,193 shares 9,193 $6.19M 0.28% -134 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,956 shares; 2025Q1: 35,892 shares; 2025Q2: 37,267 shares; 2025Q3: 39,040 shares; 2025Q4: 41,963 shares; 2026Q1: 42,232 shares; 2026Q2: 43,273 shares; 2026Q3: 45,284 shares 45,284 $6.04M 0.27% +2,011 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; 2024Q4: 46,495 shares; 2025Q1: 46,301 shares; 2025Q2: 45,793 shares; 2025Q3: 47,425 shares; 2025Q4: 55,714 shares; 2026Q1: 66,851 shares; 2026Q2: 70,251 shares; 2026Q3: 71,922 shares 71,922 $6.01M 0.27% +1,671 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 149,909 shares; 2025Q1: 148,594 shares; 2025Q2: 146,951 shares; 2025Q3: 138,617 shares; 2025Q4: 128,254 shares; 2026Q1: 136,404 shares; 2026Q2: 141,428 shares; 2026Q3: 142,905 shares 142,905 $5.89M 0.27% +1,477 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,543 shares; 2025Q1: 21,879 shares; 2025Q2: 22,515 shares; 2025Q3: 23,474 shares; 2025Q4: 23,896 shares; 2026Q1: 23,463 shares; 2026Q2: 31,507 shares; 2026Q3: 34,092 shares 34,092 $5.61M 0.25% +2,585 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; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 13,337 shares; 2025Q3: 31,508 shares; 2025Q4: 129,478 shares; 2026Q1: 172,847 shares; 2026Q2: 196,585 shares; 2026Q3: 217,762 shares 217,762 $5.53M 0.25% +21,177 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,962 shares; 2025Q4: 77,431 shares; 2026Q1: 112,027 shares; 2026Q2: 165,122 shares; 2026Q3: 190,780 shares 190,780 $5.48M 0.25% +25,658 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,934 shares; 2025Q1: 14,033 shares; 2025Q2: 14,576 shares; 2025Q3: 14,430 shares; 2025Q4: 14,252 shares; 2026Q1: 13,451 shares; 2026Q2: 14,498 shares; 2026Q3: 15,812 shares 15,812 $5.47M 0.25% +1,314 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; 2024Q4: 27,073 shares; 2025Q1: 27,766 shares; 2025Q2: 28,073 shares; 2025Q3: 27,914 shares; 2025Q4: 27,437 shares; 2026Q1: 26,744 shares; 2026Q2: 26,252 shares; 2026Q3: 26,496 shares 26,496 $5.45M 0.25% +244 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,010 shares; 2026Q1: 40,993 shares; 2026Q2: 493 shares; 2026Q3: 52,512 shares 52,512 $5.22M 0.24% +52,019 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; 2024Q4: 10,852 shares; 2025Q1: 10,200 shares; 2025Q2: 9,534 shares; 2025Q3: 10,580 shares; 2025Q4: 10,905 shares; 2026Q1: 10,901 shares; 2026Q2: 9,785 shares; 2026Q3: 9,900 shares 9,900 $5.21M 0.24% +115 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,802 shares; 2025Q1: 6,797 shares; 2025Q2: 13,460 shares; 2025Q3: 7,381 shares; 2025Q4: 6,850 shares; 2026Q1: 6,839 shares; 2026Q2: 5,284 shares; 2026Q3: 50,865 shares 50,865 $5.11M 0.23% +45,581 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; 2024Q4: 44,807 shares; 2025Q1: 43,082 shares; 2025Q2: 43,150 shares; 2025Q3: 41,944 shares; 2025Q4: 41,491 shares; 2026Q1: 39,007 shares; 2026Q2: 37,431 shares; 2026Q3: 37,062 shares 37,062 $5.1M 0.23% -369 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 417,829 shares; 2026Q1: 429,661 shares; 2026Q2: 483,696 shares; 2026Q3: 595,919 shares 595,919 $4.9M 0.22% +112,223 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; 2024Q4: 192,952 shares; 2025Q1: 199,509 shares; 2025Q2: 183,414 shares; 2025Q3: 162,691 shares; 2025Q4: 141,981 shares; 2026Q1: 125,506 shares; 2026Q2: 80,505 shares; 2026Q3: 80,505 shares 80,505 $4.89M 0.22% 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; 2024Q4: 200,176 shares; 2025Q1: 203,849 shares; 2025Q2: 202,574 shares; 2025Q3: 185,706 shares; 2025Q4: 185,125 shares; 2026Q1: 185,708 shares; 2026Q2: 178,841 shares; 2026Q3: 180,052 shares 180,052 $4.84M 0.22% +1,211 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,990 shares; 2025Q1: 34,392 shares; 2025Q2: 34,377 shares; 2025Q3: 34,013 shares; 2025Q4: 33,887 shares; 2026Q1: 33,305 shares; 2026Q2: 31,016 shares; 2026Q3: 31,499 shares 31,499 $4.8M 0.22% +483 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,547 shares; 2025Q1: 5,333 shares; 2025Q2: 5,815 shares; 2025Q3: 6,662 shares; 2025Q4: 6,715 shares; 2026Q1: 6,415 shares; 2026Q2: 6,219 shares; 2026Q3: 6,200 shares 6,200 $4.64M 0.21% -19 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,117 shares; 2025Q1: 11,479 shares; 2025Q2: 11,478 shares; 2025Q3: 14,517 shares; 2025Q4: 15,322 shares; 2026Q1: 15,082 shares; 2026Q2: 15,169 shares; 2026Q3: 18,002 shares 18,002 $4.57M 0.21% +2,833 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,407 shares; 2025Q1: 91,025 shares; 2025Q2: 41,889 shares; 2025Q3: 40,947 shares; 2025Q4: 44,381 shares; 2026Q1: 47,276 shares; 2026Q2: 53,725 shares; 2026Q3: 48,815 shares 48,815 $4.57M 0.21% -4,910 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; 2024Q4: 7,609 shares; 2025Q1: 7,659 shares; 2025Q2: 7,021 shares; 2025Q3: 7,047 shares; 2025Q4: 6,416 shares; 2026Q1: 6,679 shares; 2026Q2: 6,468 shares; 2026Q3: 7,995 shares 7,995 $4.56M 0.21% +1,527 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 1,286 shares; 2026Q1: 1,359 shares; 2026Q2: 3,582 shares; 2026Q3: 177,609 shares 177,609 $4.5M 0.2% +174,027 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; 2024Q4: 28,945 shares; 2025Q1: 25,725 shares; 2025Q2: 13,075 shares; 2025Q3: 10,591 shares; 2025Q4: 21,284 shares; 2026Q1: 21,269 shares; 2026Q2: 22,618 shares; 2026Q3: 23,289 shares 23,289 $4.43M 0.2% +671 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; 2024Q4: 80,226 shares; 2025Q1: 77,765 shares; 2025Q2: 76,971 shares; 2025Q3: 81,074 shares; 2025Q4: 81,205 shares; 2026Q1: 81,538 shares; 2026Q2: 80,587 shares; 2026Q3: 80,362 shares 80,362 $4.36M 0.2% -225 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,101 shares; 2025Q1: 45,543 shares; 2025Q2: 42,993 shares; 2025Q3: 42,303 shares; 2025Q4: 42,568 shares; 2026Q1: 43,384 shares; 2026Q2: 42,918 shares; 2026Q3: 41,930 shares 41,930 $4.32M 0.2% -988 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; 2024Q4: 132,711 shares; 2025Q1: 132,711 shares; 2025Q2: 132,536 shares; 2025Q3: 132,243 shares; 2025Q4: 112,520 shares; 2026Q1: 111,746 shares; 2026Q2: 110,939 shares; 2026Q3: 110,939 shares 110,939 $4.24M 0.19% 0 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; 2024Q4: 16,619 shares; 2025Q1: 22,681 shares; 2025Q2: 25,245 shares; 2025Q3: 44,988 shares; 2025Q4: 50,940 shares; 2026Q1: 58,759 shares; 2026Q2: 62,042 shares; 2026Q3: 83,797 shares 83,797 $4.24M 0.19% +21,755 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,282 shares; 2025Q1: 32,346 shares; 2025Q2: 73,843 shares; 2025Q3: 76,131 shares; 2025Q4: 82,183 shares; 2026Q1: 95,624 shares; 2026Q2: 103,830 shares; 2026Q3: 108,771 shares 108,771 $4.14M 0.19% +4,941 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,891 shares; 2025Q1: 18,981 shares; 2025Q2: 21,851 shares; 2025Q3: 23,475 shares; 2025Q4: 23,763 shares; 2026Q1: 25,085 shares; 2026Q2: 29,319 shares; 2026Q3: 29,241 shares 29,241 $4.06M 0.18% -78 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; 2024Q4: 30,721 shares; 2025Q1: 29,786 shares; 2025Q2: 29,497 shares; 2025Q3: 28,972 shares; 2025Q4: 28,518 shares; 2026Q1: 27,435 shares; 2026Q2: 27,109 shares; 2026Q3: 26,382 shares 26,382 $4.05M 0.18% -727 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,223 shares; 2025Q1: 17,013 shares; 2025Q2: 17,634 shares; 2025Q3: 17,526 shares; 2025Q4: 17,453 shares; 2026Q1: 16,682 shares; 2026Q2: 16,625 shares; 2026Q3: 13,046 shares 13,046 $4.01M 0.18% -3,579 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; 2024Q4: 102,946 shares; 2025Q1: 101,335 shares; 2025Q2: 100,894 shares; 2025Q3: 100,119 shares; 2025Q4: 89,575 shares; 2026Q1: 89,675 shares; 2026Q2: 88,373 shares; 2026Q3: 87,197 shares 87,197 $3.92M 0.18% -1,176 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,204 shares; 2025Q1: 27,476 shares; 2025Q2: 27,833 shares; 2025Q3: 31,993 shares; 2025Q4: 32,882 shares; 2026Q1: 32,201 shares; 2026Q2: 33,706 shares; 2026Q3: 32,327 shares 32,327 $3.76M 0.17% -1,379 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,809 shares; 2025Q1: 24,736 shares; 2025Q2: 24,685 shares; 2025Q3: 24,545 shares; 2025Q4: 34,613 shares; 2026Q1: 35,589 shares; 2026Q2: 37,043 shares; 2026Q3: 39,053 shares 39,053 $3.74M 0.17% +2,010 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,259 shares; 2025Q1: 14,915 shares; 2025Q2: 9,850 shares; 2025Q3: 9,555 shares; 2025Q4: 9,324 shares; 2026Q1: 8,599 shares; 2026Q2: 34,151 shares; 2026Q3: 29,999 shares 29,999 $3.73M 0.17% -4,152 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,874 shares; 2025Q1: 12,215 shares; 2025Q2: 10,903 shares; 2025Q3: 11,344 shares; 2025Q4: 12,275 shares; 2026Q1: 13,304 shares; 2026Q2: 13,516 shares; 2026Q3: 13,707 shares 13,707 $3.72M 0.17% +191 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; 2024Q4: 7,423 shares; 2025Q1: 11,340 shares; 2025Q2: 11,761 shares; 2025Q3: 10,744 shares; 2025Q4: 10,280 shares; 2026Q1: 9,538 shares; 2026Q2: 9,604 shares; 2026Q3: 9,236 shares 9,236 $3.65M 0.17% -368 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,668 shares; 2025Q1: 82,383 shares; 2025Q2: 88,410 shares; 2025Q3: 87,540 shares; 2025Q4: 86,691 shares; 2026Q1: 94,531 shares; 2026Q2: 90,478 shares; 2026Q3: 77,202 shares 77,202 $3.63M 0.16% -13,276 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; 2024Q4: 16,132 shares; 2025Q1: 15,840 shares; 2025Q2: 16,113 shares; 2025Q3: 18,417 shares; 2025Q4: 19,623 shares; 2026Q1: 19,355 shares; 2026Q2: 19,689 shares; 2026Q3: 22,979 shares 22,979 $3.6M 0.16% +3,290 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; 2024Q4: 17,916 shares; 2025Q1: 18,349 shares; 2025Q2: 17,989 shares; 2025Q3: 18,440 shares; 2025Q4: 16,782 shares; 2026Q1: 16,432 shares; 2026Q2: 16,573 shares; 2026Q3: 16,083 shares 16,083 $3.56M 0.16% -490 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,725 shares; 2025Q1: 7,254 shares; 2025Q2: 10,353 shares; 2025Q3: 10,550 shares; 2025Q4: 8,435 shares; 2026Q1: 7,408 shares; 2026Q2: 43,961 shares; 2026Q3: 45,113 shares 45,113 $3.52M 0.16% +1,152 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,589 shares; 2025Q1: 34,903 shares; 2025Q2: 34,350 shares; 2025Q3: 37,867 shares; 2025Q4: 4,475 shares; 2026Q1: 4,444 shares; 2026Q2: 3,715 shares; 2026Q3: 38,576 shares 38,576 $3.52M 0.16% +34,861 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; 2024Q4: 5,484 shares; 2025Q1: 3,379 shares; 2025Q2: 3,134 shares; 2025Q3: 3,543 shares; 2025Q4: 13,344 shares; 2026Q1: 13,817 shares; 2026Q2: 15,328 shares; 2026Q3: 21,004 shares 21,004 $3.51M 0.16% +5,676 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,618 shares; 2025Q1: 20,578 shares; 2025Q2: 20,855 shares; 2025Q3: 20,416 shares; 2025Q4: 20,429 shares; 2026Q1: 20,731 shares; 2026Q2: 20,742 shares; 2026Q3: 20,744 shares 20,744 $3.47M 0.16% +2 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,254 shares; 2025Q1: 66,065 shares; 2025Q2: 162,880 shares; 2025Q3: 174,716 shares; 2025Q4: 156,525 shares; 2026Q1: 116,550 shares; 2026Q2: 68,387 shares; 2026Q3: 57,648 shares 57,648 $3.46M 0.16% -10,739 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,062 shares; 2026Q1: 62,909 shares; 2026Q2: 66,099 shares; 2026Q3: 67,985 shares 67,985 $3.46M 0.16% +1,886 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 37,168 shares 37,168 $3.42M 0.15% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,157 shares; 2025Q1: 15,086 shares; 2025Q2: 14,499 shares; 2025Q3: 15,004 shares; 2025Q4: 15,240 shares; 2026Q1: 15,158 shares; 2026Q2: 15,225 shares; 2026Q3: 14,518 shares 14,518 $3.39M 0.15% -707 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,070 shares; 2025Q1: 111,339 shares; 2025Q2: 101,180 shares; 2025Q3: 84,472 shares; 2025Q4: 99,858 shares; 2026Q1: 123,912 shares; 2026Q2: 114,214 shares; 2026Q3: 110,919 shares 110,919 $3.36M 0.15% -3,295 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,727 shares; 2025Q1: 17,048 shares; 2025Q2: 23,864 shares; 2025Q3: 35,579 shares; 2025Q4: 42,274 shares; 2026Q1: 49,488 shares; 2026Q2: 60,176 shares; 2026Q3: 73,046 shares 73,046 $3.32M 0.15% +12,870 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,895 shares; 2025Q1: 12,407 shares; 2025Q2: 11,556 shares; 2025Q3: 12,023 shares; 2025Q4: 12,713 shares; 2026Q1: 12,604 shares; 2026Q2: 13,400 shares; 2026Q3: 14,750 shares 14,750 $3.27M 0.15% +1,350 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; 2024Q4: 2,357 shares; 2025Q1: 2,436 shares; 2025Q2: 2,425 shares; 2025Q3: 2,312 shares; 2025Q4: 2,411 shares; 2026Q1: 2,723 shares; 2026Q2: 2,556 shares; 2026Q3: 2,666 shares 2,666 $3.22M 0.15% +110 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,624 shares; 2025Q1: 43,350 shares; 2025Q2: 44,873 shares; 2025Q3: 47,098 shares; 2025Q4: 50,054 shares; 2026Q1: 50,394 shares; 2026Q2: 49,971 shares; 2026Q3: 50,473 shares 50,473 $3.2M 0.14% +502 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,781 shares; 2025Q1: 18,108 shares; 2025Q2: 18,241 shares; 2025Q3: 18,055 shares; 2025Q4: 18,068 shares; 2026Q1: 17,386 shares; 2026Q2: 16,959 shares; 2026Q3: 17,081 shares 17,081 $3.19M 0.14% +122 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,823 shares; 2025Q1: 9,778 shares; 2025Q2: 10,322 shares; 2025Q3: 10,264 shares; 2025Q4: 10,870 shares; 2026Q1: 11,228 shares; 2026Q2: 11,642 shares; 2026Q3: 12,272 shares 12,272 $3.18M 0.14% +630 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; 2024Q4: 10,741 shares; 2025Q1: 14,812 shares; 2025Q2: 14,848 shares; 2025Q3: 15,293 shares; 2025Q4: 15,688 shares; 2026Q1: 14,676 shares; 2026Q2: 14,637 shares; 2026Q3: 14,955 shares 14,955 $3.17M 0.14% +318 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,589 shares; 2025Q1: 10,955 shares; 2025Q2: 39,134 shares; 2025Q3: 60,237 shares; 2025Q4: 70,770 shares; 2026Q1: 74,068 shares; 2026Q2: 76,078 shares; 2026Q3: 79,027 shares 79,027 $3.14M 0.14% +2,949 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; 2024Q4: 3,021 shares; 2025Q1: 3,527 shares; 2025Q2: 4,659 shares; 2025Q3: 6,971 shares; 2025Q4: 9,027 shares; 2026Q1: 10,111 shares; 2026Q2: 10,870 shares; 2026Q3: 11,159 shares 11,159 $3.12M 0.14% +289 Timeline FLMI 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; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 24,880 shares; 2025Q3: 38,219 shares; 2025Q4: 77,507 shares; 2026Q1: 85,555 shares; 2026Q2: 105,308 shares; 2026Q3: 130,743 shares 130,743 $3.06M 0.14% +25,435 Timeline KBWB 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; 2024Q4: not reported; 2025Q1: 13,512 shares; 2025Q2: 13,339 shares; 2025Q3: 15,035 shares; 2025Q4: 11,522 shares; 2026Q1: 11,324 shares; 2026Q2: 11,955 shares; 2026Q3: 35,573 shares 35,573 $3.04M 0.14% +23,618 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,733 shares; 2025Q1: 8,744 shares; 2025Q2: 9,267 shares; 2025Q3: 9,547 shares; 2025Q4: 9,962 shares; 2026Q1: 9,945 shares; 2026Q2: 10,031 shares; 2026Q3: 10,321 shares 10,321 $3.02M 0.14% +290 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,667 shares; 2025Q1: 4,831 shares; 2025Q2: 4,786 shares; 2025Q3: 4,899 shares; 2025Q4: 5,003 shares; 2026Q1: 4,986 shares; 2026Q2: 5,005 shares; 2026Q3: 4,995 shares 4,995 $3.01M 0.14% -10 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; 2024Q4: 2,063 shares; 2025Q1: 2,049 shares; 2025Q2: 3,332 shares; 2025Q3: 3,926 shares; 2025Q4: 8,548 shares; 2026Q1: 7,722 shares; 2026Q2: 11,845 shares; 2026Q3: 12,528 shares 12,528 $3.01M 0.14% +683 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; 2024Q4: 13,808 shares; 2025Q1: 13,508 shares; 2025Q2: 16,080 shares; 2025Q3: 15,989 shares; 2025Q4: 15,837 shares; 2026Q1: 15,523 shares; 2026Q2: 15,537 shares; 2026Q3: 15,443 shares 15,443 $3M 0.14% -94 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,757 shares; 2025Q1: 6,362 shares; 2025Q2: 6,326 shares; 2025Q3: 6,032 shares; 2025Q4: 6,028 shares; 2026Q1: 5,632 shares; 2026Q2: 5,626 shares; 2026Q3: 5,992 shares 5,992 $2.95M 0.13% +366 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,815 shares; 2025Q1: 7,110 shares; 2025Q2: 6,861 shares; 2025Q3: 6,843 shares; 2025Q4: 7,050 shares; 2026Q1: 6,956 shares; 2026Q2: 7,196 shares; 2026Q3: 7,534 shares 7,534 $2.95M 0.13% +338 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,389 shares; 2025Q1: 9,409 shares; 2025Q2: 24,845 shares; 2025Q3: 21,358 shares; 2025Q4: 18,660 shares; 2026Q1: 18,134 shares; 2026Q2: 18,272 shares; 2026Q3: 35,000 shares 35,000 $2.89M 0.13% +16,728 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; 2024Q4: 6,404 shares; 2025Q1: 5,881 shares; 2025Q2: 6,710 shares; 2025Q3: 6,674 shares; 2025Q4: 6,445 shares; 2026Q1: 6,372 shares; 2026Q2: 6,159 shares; 2026Q3: 5,826 shares 5,826 $2.89M 0.13% -333 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,208 shares; 2025Q1: 109,330 shares; 2025Q2: 105,203 shares; 2025Q3: 73,503 shares; 2025Q4: 70,980 shares; 2026Q1: 68,543 shares; 2026Q2: 66,013 shares; 2026Q3: 61,935 shares 61,935 $2.87M 0.13% -4,078 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,561 shares; 2025Q1: 86,178 shares; 2025Q2: 84,400 shares; 2025Q3: 83,694 shares; 2025Q4: 122,175 shares; 2026Q1: 141,443 shares; 2026Q2: 140,118 shares; 2026Q3: 122,755 shares 122,755 $2.84M 0.13% -17,363 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,763 shares; 2025Q1: 70,553 shares; 2025Q2: 71,214 shares; 2025Q3: 71,609 shares; 2025Q4: 68,065 shares; 2026Q1: 70,841 shares; 2026Q2: 70,345 shares; 2026Q3: 70,389 shares 70,389 $2.84M 0.13% +44 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,447 shares; 2025Q1: 14,692 shares; 2025Q2: 14,259 shares; 2025Q3: 11,430 shares; 2025Q4: 11,285 shares; 2026Q1: 10,781 shares; 2026Q2: 10,194 shares; 2026Q3: 9,912 shares 9,912 $2.83M 0.13% -282 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; 2024Q4: 6,618 shares; 2025Q1: 6,616 shares; 2025Q2: 6,622 shares; 2025Q3: 6,532 shares; 2025Q4: 6,569 shares; 2026Q1: 6,575 shares; 2026Q2: 5,206 shares; 2026Q3: 9,720 shares 9,720 $2.79M 0.13% +4,514 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,427 shares; 2025Q1: 77,260 shares; 2025Q2: 77,070 shares; 2025Q3: 73,550 shares; 2025Q4: 69,600 shares; 2026Q1: 68,110 shares; 2026Q2: 61,439 shares; 2026Q3: 54,411 shares 54,411 $2.77M 0.13% -7,028 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; 2024Q4: 40,658 shares; 2025Q1: 40,191 shares; 2025Q2: 46,403 shares; 2025Q3: 47,020 shares; 2025Q4: 49,488 shares; 2026Q1: 50,811 shares; 2026Q2: 50,823 shares; 2026Q3: 52,524 shares 52,524 $2.77M 0.13% +1,701 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; 2024Q4: 15,867 shares; 2025Q1: 15,939 shares; 2025Q2: 18,776 shares; 2025Q3: 19,384 shares; 2025Q4: 15,378 shares; 2026Q1: 11,539 shares; 2026Q2: 11,822 shares; 2026Q3: 13,729 shares 13,729 $2.76M 0.12% +1,907 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,632 shares; 2025Q1: 3,797 shares; 2025Q2: 3,870 shares; 2025Q3: 3,892 shares; 2025Q4: 3,965 shares; 2026Q1: 3,992 shares; 2026Q2: 4,789 shares; 2026Q3: 43,563 shares 43,563 $2.75M 0.12% +38,774 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 131,547 shares 131,547 $2.73M 0.12% new 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; 2024Q4: 58,343 shares; 2025Q1: 62,947 shares; 2025Q2: 55,979 shares; 2025Q3: 52,698 shares; 2025Q4: 53,547 shares; 2026Q1: 55,084 shares; 2026Q2: 54,662 shares; 2026Q3: 54,773 shares 54,773 $2.7M 0.12% +111 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; 2024Q4: 755 shares; 2025Q1: 1,125 shares; 2025Q2: 1,369 shares; 2025Q3: 1,556 shares; 2025Q4: 1,621 shares; 2026Q1: 1,317 shares; 2026Q2: 2,807 shares; 2026Q3: 2,999 shares 2,999 $2.63M 0.12% +192 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; 2024Q4: 43,765 shares; 2025Q1: 46,540 shares; 2025Q2: 48,053 shares; 2025Q3: 39,923 shares; 2025Q4: 39,542 shares; 2026Q1: 39,501 shares; 2026Q2: 39,292 shares; 2026Q3: 41,922 shares 41,922 $2.63M 0.12% +2,630 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,162 shares; 2025Q1: 61,104 shares; 2025Q2: 65,124 shares; 2025Q3: 63,709 shares; 2025Q4: 62,686 shares; 2026Q1: 62,686 shares; 2026Q2: 62,506 shares; 2026Q3: 60,350 shares 60,350 $2.61M 0.12% -2,156 Timeline JMUB 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; 2024Q4: not reported; 2025Q1: 47,075 shares; 2025Q2: 47,075 shares; 2025Q3: 48,810 shares; 2025Q4: 108,239 shares; 2026Q1: 134,662 shares; 2026Q2: 136,030 shares; 2026Q3: 53,341 shares 53,341 $2.55M 0.12% -82,689 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,567 shares; 2025Q1: 65,108 shares; 2025Q2: 64,494 shares; 2025Q3: 63,210 shares; 2025Q4: 63,746 shares; 2026Q1: 64,880 shares; 2026Q2: 65,225 shares; 2026Q3: 65,963 shares 65,963 $2.52M 0.11% +738 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; 2024Q4: 2,143 shares; 2025Q1: 1,955 shares; 2025Q2: 2,538 shares; 2025Q3: 2,253 shares; 2025Q4: 2,191 shares; 2026Q1: 2,033 shares; 2026Q2: 1,669 shares; 2026Q3: 2,686 shares 2,686 $2.46M 0.11% +1,017 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; 2024Q4: 7,927 shares; 2025Q1: 7,949 shares; 2025Q2: 7,823 shares; 2025Q3: 8,089 shares; 2025Q4: 8,183 shares; 2026Q1: 4,805 shares; 2026Q2: 4,725 shares; 2026Q3: 4,660 shares 4,660 $2.43M 0.11% -65 Timeline JMHI 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; 2024Q4: 40,865 shares; 2025Q1: 41,556 shares; 2025Q2: 46,197 shares; 2025Q3: 51,261 shares; 2025Q4: 58,405 shares; 2026Q1: 58,270 shares; 2026Q2: 59,803 shares; 2026Q3: 51,730 shares 51,730 $2.43M 0.11% -8,073 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; 2024Q4: 60,255 shares; 2025Q1: 56,577 shares; 2025Q2: 56,751 shares; 2025Q3: 51,739 shares; 2025Q4: 54,866 shares; 2026Q1: 63,567 shares; 2026Q2: 56,184 shares; 2026Q3: 54,795 shares 54,795 $2.39M 0.11% -1,389 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; 2024Q4: 6,314 shares; 2025Q1: 5,794 shares; 2025Q2: 5,804 shares; 2025Q3: 5,579 shares; 2025Q4: 5,549 shares; 2026Q1: 5,656 shares; 2026Q2: 5,877 shares; 2026Q3: 5,820 shares 5,820 $2.38M 0.11% -57 Timeline RDVY 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; 2024Q4: 28,143 shares; 2025Q1: 28,670 shares; 2025Q2: 27,765 shares; 2025Q3: 28,206 shares; 2025Q4: 30,405 shares; 2026Q1: 29,749 shares; 2026Q2: 29,778 shares; 2026Q3: 30,140 shares 30,140 $2.38M 0.11% +362 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; 2024Q4: 34,807 shares; 2025Q1: 35,286 shares; 2025Q2: 37,314 shares; 2025Q3: 36,843 shares; 2025Q4: 39,418 shares; 2026Q1: 38,664 shares; 2026Q2: 38,342 shares; 2026Q3: 39,995 shares 39,995 $2.37M 0.11% +1,653 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; 2024Q4: 3,377 shares; 2025Q1: 3,475 shares; 2025Q2: 3,472 shares; 2025Q3: 2,978 shares; 2025Q4: 2,739 shares; 2026Q1: 2,525 shares; 2026Q2: 2,153 shares; 2026Q3: 3,319 shares 3,319 $2.37M 0.11% +1,166 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; 2024Q4: 32,676 shares; 2025Q1: 33,815 shares; 2025Q2: 10,120 shares; 2025Q3: 9,495 shares; 2025Q4: 9,501 shares; 2026Q1: 9,059 shares; 2026Q2: 8,979 shares; 2026Q3: 7,783 shares 7,783 $2.34M 0.11% -1,196 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,645 shares; 2026Q3: 15,328 shares 15,328 $2.33M 0.11% +13,683 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 932 shares; 2025Q1: 920 shares; 2025Q2: 901 shares; 2025Q3: 945 shares; 2025Q4: 1,028 shares; 2026Q1: 1,085 shares; 2026Q2: 1,195 shares; 2026Q3: 1,265 shares 1,265 $2.33M 0.11% +70 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,652 shares; 2025Q1: 7,494 shares; 2025Q2: 8,813 shares; 2025Q3: 9,108 shares; 2025Q4: 8,167 shares; 2026Q1: 6,764 shares; 2026Q2: 6,754 shares; 2026Q3: 6,609 shares 6,609 $2.3M 0.1% -145 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,652 shares; 2025Q1: 18,570 shares; 2025Q2: 18,708 shares; 2025Q3: 20,418 shares; 2025Q4: 23,593 shares; 2026Q1: 24,351 shares; 2026Q2: 26,549 shares; 2026Q3: 29,349 shares 29,349 $2.29M 0.1% +2,800 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; 2024Q4: 51,945 shares; 2025Q1: 50,831 shares; 2025Q2: 50,052 shares; 2025Q3: 49,035 shares; 2025Q4: 48,237 shares; 2026Q1: 46,146 shares; 2026Q2: 40,910 shares; 2026Q3: 40,194 shares 40,194 $2.28M 0.1% -716 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,512 shares; 2025Q1: 59,129 shares; 2025Q2: 58,970 shares; 2025Q3: 60,366 shares; 2025Q4: 60,792 shares; 2026Q1: 60,815 shares; 2026Q2: 63,411 shares; 2026Q3: 63,631 shares 63,631 $2.27M 0.1% +220 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; 2024Q4: 16,214 shares; 2025Q1: 16,265 shares; 2025Q2: 15,740 shares; 2025Q3: 16,964 shares; 2025Q4: 17,813 shares; 2026Q1: 17,697 shares; 2026Q2: 17,500 shares; 2026Q3: 19,746 shares 19,746 $2.24M 0.1% +2,246 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,180 shares; 2025Q1: 16,247 shares; 2025Q2: 208,494 shares; 2025Q3: 308,749 shares; 2025Q4: 333,884 shares; 2026Q1: 220,500 shares; 2026Q2: 28,475 shares; 2026Q3: 31,436 shares 31,436 $2.21M 0.1% +2,961 Timeline TCAF 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; 2024Q4: 37,486 shares; 2025Q1: 37,573 shares; 2025Q2: 39,660 shares; 2025Q3: 45,173 shares; 2025Q4: 50,550 shares; 2026Q1: 49,507 shares; 2026Q2: 50,667 shares; 2026Q3: 51,127 shares 51,127 $2.21M 0.1% +460 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,019 shares; 2025Q1: 6,931 shares; 2025Q2: 7,053 shares; 2025Q3: 7,058 shares; 2025Q4: 6,964 shares; 2026Q1: 6,534 shares; 2026Q2: 6,269 shares; 2026Q3: 6,087 shares 6,087 $2.16M 0.1% -182 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; 2024Q4: 18,772 shares; 2025Q1: 19,938 shares; 2025Q2: 22,864 shares; 2025Q3: 26,608 shares; 2025Q4: 26,835 shares; 2026Q1: 24,696 shares; 2026Q2: 29,302 shares; 2026Q3: 26,022 shares 26,022 $2.12M 0.1% -3,280 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,559 shares; 2025Q1: 30,211 shares; 2025Q2: 26,540 shares; 2025Q3: 22,465 shares; 2025Q4: 22,735 shares; 2026Q1: 20,828 shares; 2026Q2: 20,850 shares; 2026Q3: 20,272 shares 20,272 $2.05M 0.09% -578 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,653 shares; 2025Q1: 6,246 shares; 2025Q2: 6,182 shares; 2025Q3: 6,083 shares; 2025Q4: 6,386 shares; 2026Q1: 6,198 shares; 2026Q2: 6,595 shares; 2026Q3: 7,211 shares 7,211 $2.04M 0.09% +616 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; 2024Q4: 17,515 shares; 2025Q1: 15,921 shares; 2025Q2: 14,006 shares; 2025Q3: 11,942 shares; 2025Q4: 11,296 shares; 2026Q1: 10,700 shares; 2026Q2: 10,405 shares; 2026Q3: 13,834 shares 13,834 $2.04M 0.09% +3,429 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,973 shares; 2026Q2: 11,574 shares; 2026Q3: 12,371 shares 12,371 $2M 0.09% +797 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; 2024Q4: 33,644 shares; 2025Q1: 34,095 shares; 2025Q2: 44,176 shares; 2025Q3: 43,424 shares; 2025Q4: 43,263 shares; 2026Q1: 44,532 shares; 2026Q2: 38,325 shares; 2026Q3: 38,297 shares 38,297 $1.97M 0.09% -28 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; 2024Q4: 1,302 shares; 2025Q1: 1,304 shares; 2025Q2: 956 shares; 2025Q3: 958 shares; 2025Q4: 6,166 shares; 2026Q1: 9,470 shares; 2026Q2: 11,199 shares; 2026Q3: 13,544 shares 13,544 $1.97M 0.09% +2,345 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,953 shares; 2025Q1: 20,388 shares; 2025Q2: 18,129 shares; 2025Q3: 11,276 shares; 2025Q4: 11,446 shares; 2026Q1: 11,157 shares; 2026Q2: 11,127 shares; 2026Q3: 10,477 shares 10,477 $1.96M 0.09% -650 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; 2024Q4: 1,454 shares; 2025Q1: 1,544 shares; 2025Q2: 1,549 shares; 2025Q3: 2,009 shares; 2025Q4: 1,494 shares; 2026Q1: 977 shares; 2026Q2: 1,841 shares; 2026Q3: 7,832 shares 7,832 $1.95M 0.09% +5,991 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 4,414 shares; 2025Q3: 4,447 shares; 2025Q4: 7,083 shares; 2026Q1: 7,928 shares; 2026Q2: 7,931 shares; 2026Q3: 55,301 shares 55,301 $1.94M 0.09% +47,370 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,692 shares; 2025Q1: 10,064 shares; 2025Q2: 27,582 shares; 2025Q3: 35,452 shares; 2025Q4: 37,078 shares; 2026Q1: 41,274 shares; 2026Q2: 48,318 shares; 2026Q3: 47,042 shares 47,042 $1.93M 0.09% -1,276 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; 2024Q4: 4,399 shares; 2025Q1: 3,435 shares; 2025Q2: 3,348 shares; 2025Q3: 21,478 shares; 2025Q4: 20,810 shares; 2026Q1: 20,690 shares; 2026Q2: 21,036 shares; 2026Q3: 21,231 shares 21,231 $1.92M 0.09% +195 Timeline JCPB 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; 2024Q4: 7,107 shares; 2025Q1: 7,107 shares; 2025Q2: 14,781 shares; 2025Q3: 15,510 shares; 2025Q4: 19,302 shares; 2026Q1: 29,974 shares; 2026Q2: 38,996 shares; 2026Q3: 42,705 shares 42,705 $1.92M 0.09% +3,709 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,728 shares; 2025Q1: 21,059 shares; 2025Q2: 20,490 shares; 2025Q3: 17,675 shares; 2025Q4: 18,956 shares; 2026Q1: 18,973 shares; 2026Q2: 20,482 shares; 2026Q3: 18,842 shares 18,842 $1.92M 0.09% -1,640 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,356 shares; 2025Q1: 1,473 shares; 2025Q2: 1,674 shares; 2025Q3: 2,199 shares; 2025Q4: 2,268 shares; 2026Q1: 2,864 shares; 2026Q2: 3,349 shares; 2026Q3: 3,756 shares 3,756 $1.87M 0.08% +407 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 745 shares; 2025Q1: 848 shares; 2025Q2: 2,201 shares; 2025Q3: 2,227 shares; 2025Q4: 2,440 shares; 2026Q1: 20,374 shares; 2026Q2: 20,257 shares; 2026Q3: 20,547 shares 20,547 $1.86M 0.08% +290 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; 2024Q4: 11,352 shares; 2025Q1: 11,922 shares; 2025Q2: 14,442 shares; 2025Q3: 15,939 shares; 2025Q4: 22,309 shares; 2026Q1: 29,177 shares; 2026Q2: 30,687 shares; 2026Q3: 26,518 shares 26,518 $1.84M 0.08% -4,169 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,516 shares; 2025Q1: 18,234 shares; 2025Q2: 18,234 shares; 2025Q3: 30,670 shares; 2025Q4: 30,670 shares; 2026Q1: 30,144 shares; 2026Q2: 30,144 shares; 2026Q3: 38,794 shares 38,794 $1.83M 0.08% +8,650 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,379 shares; 2025Q1: 1,535 shares; 2025Q2: 1,801 shares; 2025Q3: 2,951 shares; 2025Q4: 2,898 shares; 2026Q1: 2,656 shares; 2026Q2: 2,806 shares; 2026Q3: 2,764 shares 2,764 $1.8M 0.08% -42 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,361 shares; 2025Q1: 7,049 shares; 2025Q2: 7,063 shares; 2025Q3: 7,875 shares; 2025Q4: 8,695 shares; 2026Q1: 9,456 shares; 2026Q2: 11,698 shares; 2026Q3: 13,216 shares 13,216 $1.79M 0.08% +1,518 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,821 shares; 2025Q1: 4,536 shares; 2025Q2: 4,843 shares; 2025Q3: 4,953 shares; 2025Q4: 4,860 shares; 2026Q1: 4,246 shares; 2026Q2: 4,049 shares; 2026Q3: 4,034 shares 4,034 $1.69M 0.08% -15 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; 2024Q4: 3,030 shares; 2025Q1: 3,033 shares; 2025Q2: 2,884 shares; 2025Q3: 2,825 shares; 2025Q4: 2,608 shares; 2026Q1: 2,582 shares; 2026Q2: 2,552 shares; 2026Q3: 2,561 shares 2,561 $1.69M 0.08% +9 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,181 shares; 2025Q1: 6,399 shares; 2025Q2: 6,353 shares; 2025Q3: 6,457 shares; 2025Q4: 6,543 shares; 2026Q1: 6,519 shares; 2026Q2: 6,139 shares; 2026Q3: 7,423 shares 7,423 $1.69M 0.08% +1,284 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,386 shares; 2025Q1: 8,196 shares; 2025Q2: 8,314 shares; 2025Q3: 8,155 shares; 2025Q4: 8,475 shares; 2026Q1: 8,279 shares; 2026Q2: 7,356 shares; 2026Q3: 7,196 shares 7,196 $1.68M 0.08% -160 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,515 shares; 2025Q1: 21,749 shares; 2025Q2: 20,725 shares; 2025Q3: 19,935 shares; 2025Q4: 19,955 shares; 2026Q1: 20,211 shares; 2026Q2: 20,523 shares; 2026Q3: 21,968 shares 21,968 $1.68M 0.08% +1,445 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; 2024Q4: 45,687 shares; 2025Q1: 46,468 shares; 2025Q2: 49,122 shares; 2025Q3: 49,122 shares; 2025Q4: 40,065 shares; 2026Q1: 40,065 shares; 2026Q2: 32,618 shares; 2026Q3: 32,723 shares 32,723 $1.67M 0.08% +105 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,201 shares; 2026Q1: 6,061 shares; 2026Q2: 16,943 shares; 2026Q3: 38,626 shares 38,626 $1.65M 0.07% +21,683 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; 2024Q4: 9,863 shares; 2025Q1: 10,247 shares; 2025Q2: 11,391 shares; 2025Q3: 10,246 shares; 2025Q4: 10,527 shares; 2026Q1: 11,616 shares; 2026Q2: 11,253 shares; 2026Q3: 13,463 shares 13,463 $1.65M 0.07% +2,210 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; 2024Q4: 7,840 shares; 2025Q1: 39,393 shares; 2025Q2: 40,195 shares; 2025Q3: 39,357 shares; 2025Q4: 42,836 shares; 2026Q1: 42,529 shares; 2026Q2: 46,119 shares; 2026Q3: 48,868 shares 48,868 $1.63M 0.07% +2,749 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; 2024Q4: 5,055 shares; 2025Q1: 5,080 shares; 2025Q2: 14,613 shares; 2025Q3: 14,623 shares; 2025Q4: 14,583 shares; 2026Q1: 12,351 shares; 2026Q2: 12,720 shares; 2026Q3: 12,729 shares 12,729 $1.63M 0.07% +9 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 819 shares; 2025Q3: 812 shares; 2025Q4: 857 shares; 2026Q1: 853 shares; 2026Q2: 1,017 shares; 2026Q3: 1,459 shares 1,459 $1.62M 0.07% +442 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; 2024Q4: 5,392 shares; 2025Q1: 5,484 shares; 2025Q2: 5,635 shares; 2025Q3: 5,619 shares; 2025Q4: 5,793 shares; 2026Q1: 5,753 shares; 2026Q2: 5,644 shares; 2026Q3: 5,375 shares 5,375 $1.59M 0.07% -269 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; 2024Q4: 17,632 shares; 2025Q1: 17,554 shares; 2025Q2: 16,713 shares; 2025Q3: 16,695 shares; 2025Q4: 17,602 shares; 2026Q1: 21,458 shares; 2026Q2: 26,989 shares; 2026Q3: 20,035 shares 20,035 $1.57M 0.07% -6,954 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; 2024Q4: 12,171 shares; 2025Q1: 15,122 shares; 2025Q2: 17,772 shares; 2025Q3: 19,357 shares; 2025Q4: 23,038 shares; 2026Q1: 23,144 shares; 2026Q2: 29,026 shares; 2026Q3: 38,886 shares 38,886 $1.57M 0.07% +9,860 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,951 shares; 2025Q3: 8,187 shares; 2025Q4: 26,350 shares; 2026Q1: 28,981 shares; 2026Q2: 31,483 shares; 2026Q3: 36,846 shares 36,846 $1.56M 0.07% +5,363 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; 2024Q4: 20,013 shares; 2025Q1: 20,863 shares; 2025Q2: 21,605 shares; 2025Q3: 21,128 shares; 2025Q4: 22,400 shares; 2026Q1: 22,289 shares; 2026Q2: 21,557 shares; 2026Q3: 21,271 shares 21,271 $1.56M 0.07% -286 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,229 shares; 2025Q1: 14,421 shares; 2025Q2: 14,096 shares; 2025Q3: 13,083 shares; 2025Q4: 13,063 shares; 2026Q1: 12,903 shares; 2026Q2: 11,366 shares; 2026Q3: 10,958 shares 10,958 $1.55M 0.07% -408 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 161,323 shares; 2025Q1: 163,668 shares; 2025Q2: 48,526 shares; 2025Q3: 44,748 shares; 2025Q4: 42,327 shares; 2026Q1: 40,415 shares; 2026Q2: 40,092 shares; 2026Q3: 31,097 shares 31,097 $1.54M 0.07% -8,995 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,574 shares; 2025Q1: 7,943 shares; 2025Q2: 7,977 shares; 2025Q3: 7,900 shares; 2025Q4: 7,931 shares; 2026Q1: 7,859 shares; 2026Q2: 7,905 shares; 2026Q3: 7,558 shares 7,558 $1.54M 0.07% -347 Timeline XLV 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; 2024Q4: 25,841 shares; 2025Q1: 24,687 shares; 2025Q2: 13,804 shares; 2025Q3: 10,639 shares; 2025Q4: 10,369 shares; 2026Q1: 9,963 shares; 2026Q2: 10,172 shares; 2026Q3: 8,818 shares 8,818 $1.53M 0.07% -1,354 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,100 shares; 2025Q1: 15,563 shares; 2025Q2: 17,028 shares; 2025Q3: 17,288 shares; 2025Q4: 35,735 shares; 2026Q1: 2,093 shares; 2026Q2: 1,465 shares; 2026Q3: 29,313 shares 29,313 $1.5M 0.07% +27,848 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,851 shares; 2025Q1: 16,723 shares; 2025Q2: 17,178 shares; 2025Q3: 18,072 shares; 2025Q4: 19,036 shares; 2026Q1: 18,544 shares; 2026Q2: 18,776 shares; 2026Q3: 19,867 shares 19,867 $1.5M 0.07% +1,091 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; 2024Q4: 12,131 shares; 2025Q1: 12,200 shares; 2025Q2: 11,206 shares; 2025Q3: 15,958 shares; 2025Q4: 16,611 shares; 2026Q1: 16,163 shares; 2026Q2: 16,135 shares; 2026Q3: 16,090 shares 16,090 $1.48M 0.07% -45 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,888 shares; 2025Q1: 15,488 shares; 2025Q2: 13,313 shares; 2025Q3: 21,313 shares; 2025Q4: 13,733 shares; 2026Q1: 16,739 shares; 2026Q2: 17,153 shares; 2026Q3: 30,684 shares 30,684 $1.46M 0.07% +13,531 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; 2024Q4: 32,439 shares; 2025Q1: 32,915 shares; 2025Q2: 32,944 shares; 2025Q3: 33,212 shares; 2025Q4: 31,933 shares; 2026Q1: 31,824 shares; 2026Q2: 31,351 shares; 2026Q3: 49,226 shares 49,226 $1.45M 0.07% +17,875 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; 2024Q4: 12,744 shares; 2025Q1: 15,037 shares; 2025Q2: 16,635 shares; 2025Q3: 18,086 shares; 2025Q4: 18,004 shares; 2026Q1: 16,819 shares; 2026Q2: 16,065 shares; 2026Q3: 17,933 shares 17,933 $1.45M 0.07% +1,868 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,562 shares; 2025Q1: 21,628 shares; 2025Q2: 22,358 shares; 2025Q3: 24,593 shares; 2025Q4: 24,679 shares; 2026Q1: 23,030 shares; 2026Q2: 21,751 shares; 2026Q3: 20,975 shares 20,975 $1.44M 0.06% -776 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,010 shares; 2025Q1: 5,360 shares; 2025Q2: 3,408 shares; 2025Q3: 3,695 shares; 2025Q4: 3,439 shares; 2026Q1: 4,444 shares; 2026Q2: 4,838 shares; 2026Q3: 16,414 shares 16,414 $1.41M 0.06% +11,576 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,215 shares; 2025Q1: 5,324 shares; 2025Q2: 5,559 shares; 2025Q3: 5,390 shares; 2025Q4: 5,729 shares; 2026Q1: 5,682 shares; 2026Q2: 5,962 shares; 2026Q3: 6,133 shares 6,133 $1.41M 0.06% +171 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,759 shares; 2025Q1: 5,563 shares; 2025Q2: 5,432 shares; 2025Q3: 5,478 shares; 2025Q4: 5,483 shares; 2026Q1: 5,575 shares; 2026Q2: 5,743 shares; 2026Q3: 5,817 shares 5,817 $1.37M 0.06% +74 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,351 shares; 2025Q1: 23,630 shares; 2025Q2: 23,370 shares; 2025Q3: 22,166 shares; 2025Q4: 22,166 shares; 2026Q1: 22,166 shares; 2026Q2: 22,526 shares; 2026Q3: 22,526 shares 22,526 $1.37M 0.06% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,179 shares; 2025Q1: 6,002 shares; 2025Q2: 6,099 shares; 2025Q3: 5,983 shares; 2025Q4: 6,047 shares; 2026Q1: 5,978 shares; 2026Q2: 5,796 shares; 2026Q3: 6,321 shares 6,321 $1.36M 0.06% +525 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; 2024Q4: 156,826 shares; 2025Q1: 117,084 shares; 2025Q2: 75,277 shares; 2025Q3: 51,701 shares; 2025Q4: 49,456 shares; 2026Q1: 50,175 shares; 2026Q2: 46,500 shares; 2026Q3: 41,323 shares 41,323 $1.34M 0.06% -5,177 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 1,703 shares; 2025Q3: 1,107 shares; 2025Q4: 1,113 shares; 2026Q1: 1,119 shares; 2026Q2: 1,123 shares; 2026Q3: 21,909 shares 21,909 $1.33M 0.06% +20,786 Timeline FMUB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,412 shares; 2026Q3: 27,131 shares 27,131 $1.32M 0.06% +19,719 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; 2024Q4: 59,835 shares; 2025Q1: 41,259 shares; 2025Q2: 35,707 shares; 2025Q3: 40,687 shares; 2025Q4: 40,974 shares; 2026Q1: 42,075 shares; 2026Q2: 38,490 shares; 2026Q3: 36,481 shares 36,481 $1.31M 0.06% -2,009 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,382 shares; 2025Q1: 5,580 shares; 2025Q2: 5,712 shares; 2025Q3: 5,849 shares; 2025Q4: 6,123 shares; 2026Q1: 6,161 shares; 2026Q2: 6,376 shares; 2026Q3: 6,422 shares 6,422 $1.31M 0.06% +46 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,083 shares; 2025Q1: 24,646 shares; 2025Q2: 25,278 shares; 2025Q3: 25,610 shares; 2025Q4: 27,010 shares; 2026Q1: 27,956 shares; 2026Q2: 27,450 shares; 2026Q3: 30,607 shares 30,607 $1.3M 0.06% +3,157 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; 2024Q4: 1,505 shares; 2025Q1: 1,497 shares; 2025Q2: 1,439 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,424 shares; 2026Q2: 1,455 shares; 2026Q3: 2,546 shares 2,546 $1.29M 0.06% +1,091 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 29,965 shares; 2025Q2: 29,965 shares; 2025Q3: 29,965 shares; 2025Q4: 29,965 shares; 2026Q1: 29,965 shares; 2026Q2: 29,814 shares; 2026Q3: 29,814 shares 29,814 $1.26M 0.06% 0 Timeline FTBD 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,210 shares; 2026Q2: 10,822 shares; 2026Q3: 26,662 shares 26,662 $1.25M 0.06% +15,840 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; 2024Q4: 5,176 shares; 2025Q1: 48,233 shares; 2025Q2: 47,904 shares; 2025Q3: 63,013 shares; 2025Q4: 76,339 shares; 2026Q1: 79,238 shares; 2026Q2: 100,562 shares; 2026Q3: 11,258 shares 11,258 $1.25M 0.06% -89,304 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,451 shares; 2025Q1: 8,469 shares; 2025Q2: 8,237 shares; 2025Q3: 7,922 shares; 2025Q4: 8,452 shares; 2026Q1: 8,456 shares; 2026Q2: 15,320 shares; 2026Q3: 13,238 shares 13,238 $1.25M 0.06% -2,082 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,664 shares; 2025Q1: 5,406 shares; 2025Q2: 5,297 shares; 2025Q3: 5,112 shares; 2025Q4: 5,118 shares; 2026Q1: 5,096 shares; 2026Q2: 4,630 shares; 2026Q3: 4,324 shares 4,324 $1.22M 0.06% -306 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,314 shares; 2025Q1: 3,811 shares; 2025Q2: 3,898 shares; 2025Q3: 4,036 shares; 2025Q4: 4,131 shares; 2026Q1: 4,201 shares; 2026Q2: 4,614 shares; 2026Q3: 8,512 shares 8,512 $1.21M 0.05% +3,898 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,657 shares; 2025Q1: 60,576 shares; 2025Q2: 104,610 shares; 2025Q3: 88,210 shares; 2025Q4: 57,696 shares; 2026Q1: 38,496 shares; 2026Q2: 33,560 shares; 2026Q3: 24,243 shares 24,243 $1.21M 0.05% -9,317 Timeline AESR HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 61,007 shares 61,007 $1.2M 0.05% new 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; 2024Q4: 1,859 shares; 2025Q1: 1,927 shares; 2025Q2: 2,190 shares; 2025Q3: 2,051 shares; 2025Q4: 2,895 shares; 2026Q1: 2,869 shares; 2026Q2: 2,489 shares; 2026Q3: 1,265 shares 1,265 $1.19M 0.05% -1,224 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,833 shares; 2025Q1: 7,288 shares; 2025Q2: 10,872 shares; 2025Q3: 13,017 shares; 2025Q4: 13,274 shares; 2026Q1: 13,299 shares; 2026Q2: 13,464 shares; 2026Q3: 14,277 shares 14,277 $1.19M 0.05% +813 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; 2024Q4: 83,479 shares; 2025Q1: 47,333 shares; 2025Q2: 30,637 shares; 2025Q3: 33,715 shares; 2025Q4: 36,699 shares; 2026Q1: 36,953 shares; 2026Q2: 35,666 shares; 2026Q3: 37,142 shares 37,142 $1.19M 0.05% +1,476 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; 2024Q4: 3,644 shares; 2025Q1: 3,656 shares; 2025Q2: 3,563 shares; 2025Q3: 3,387 shares; 2025Q4: 3,383 shares; 2026Q1: 3,398 shares; 2026Q2: 3,431 shares; 2026Q3: 3,510 shares 3,510 $1.17M 0.05% +79 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; 2024Q4: 1,431 shares; 2025Q1: 1,408 shares; 2025Q2: 1,421 shares; 2025Q3: 1,407 shares; 2025Q4: 1,242 shares; 2026Q1: 1,221 shares; 2026Q2: 1,226 shares; 2026Q3: 1,222 shares 1,222 $1.17M 0.05% -4 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; 2024Q4: 3,407 shares; 2025Q1: 3,145 shares; 2025Q2: 13,388 shares; 2025Q3: 13,429 shares; 2025Q4: 13,586 shares; 2026Q1: 10,965 shares; 2026Q2: 10,445 shares; 2026Q3: 10,476 shares 10,476 $1.17M 0.05% +31 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,949 shares; 2025Q1: 9,522 shares; 2025Q2: 10,389 shares; 2025Q3: 10,619 shares; 2025Q4: 13,003 shares; 2026Q1: 12,570 shares; 2026Q2: 12,048 shares; 2026Q3: 12,970 shares 12,970 $1.16M 0.05% +922 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,414 shares; 2025Q1: 9,907 shares; 2025Q2: 9,591 shares; 2025Q3: 8,501 shares; 2025Q4: 8,623 shares; 2026Q1: 8,464 shares; 2026Q2: 8,090 shares; 2026Q3: 8,870 shares 8,870 $1.16M 0.05% +780 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,030 shares; 2025Q1: 4,176 shares; 2025Q2: 5,609 shares; 2025Q3: 10,578 shares; 2025Q4: 11,124 shares; 2026Q1: 11,729 shares; 2026Q2: 13,649 shares; 2026Q3: 13,909 shares 13,909 $1.13M 0.05% +260 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: 703 shares; 2025Q3: 2,436 shares; 2025Q4: 3,013 shares; 2026Q1: 4,459 shares; 2026Q2: 5,218 shares; 2026Q3: 8,806 shares 8,806 $1.13M 0.05% +3,588 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,834 shares; 2025Q1: 9,673 shares; 2025Q2: 9,746 shares; 2025Q3: 9,832 shares; 2025Q4: 9,611 shares; 2026Q1: 8,931 shares; 2026Q2: 9,561 shares; 2026Q3: 9,225 shares 9,225 $1.13M 0.05% -336 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 677 shares; 2025Q1: 814 shares; 2025Q2: 751 shares; 2025Q3: 1,423 shares; 2025Q4: 1,460 shares; 2026Q1: 1,156 shares; 2026Q2: 1,177 shares; 2026Q3: 4,751 shares 4,751 $1.1M 0.05% +3,574 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; 2024Q4: 29,708 shares; 2025Q1: 29,708 shares; 2025Q2: 29,708 shares; 2025Q3: 29,708 shares; 2025Q4: 29,708 shares; 2026Q1: 29,714 shares; 2026Q2: 29,714 shares; 2026Q3: 29,714 shares 29,714 $1.1M 0.05% 0 Timeline FVD 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; 2024Q4: 32,173 shares; 2025Q1: 29,961 shares; 2025Q2: 28,478 shares; 2025Q3: 27,951 shares; 2025Q4: 26,543 shares; 2026Q1: 25,838 shares; 2026Q2: 23,161 shares; 2026Q3: 22,703 shares 22,703 $1.1M 0.05% -458 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,749 shares; 2025Q1: 3,753 shares; 2025Q2: 3,323 shares; 2025Q3: 4,854 shares; 2025Q4: 4,992 shares; 2026Q1: 4,670 shares; 2026Q2: 4,863 shares; 2026Q3: 4,608 shares 4,608 $1.1M 0.05% -255 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,216 shares; 2025Q1: 2,114 shares; 2025Q2: 5,873 shares; 2025Q3: 5,184 shares; 2025Q4: 5,374 shares; 2026Q1: 6,251 shares; 2026Q2: 2,571 shares; 2026Q3: 2,559 shares 2,559 $1.09M 0.05% -12 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; 2024Q4: 3,908 shares; 2025Q1: 4,147 shares; 2025Q2: 1,670 shares; 2025Q3: 1,522 shares; 2025Q4: 1,492 shares; 2026Q1: 1,441 shares; 2026Q2: 1,674 shares; 2026Q3: 1,926 shares 1,926 $1.09M 0.05% +252 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,735 shares; 2025Q2: 6,965 shares; 2025Q3: 8,745 shares; 2025Q4: 8,770 shares; 2026Q1: 8,797 shares; 2026Q2: 8,945 shares; 2026Q3: 9,542 shares 9,542 $1.08M 0.05% +597 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,230 shares; 2025Q1: 19,652 shares; 2025Q2: 15,293 shares; 2025Q3: 12,254 shares; 2025Q4: 12,282 shares; 2026Q1: 11,951 shares; 2026Q2: 11,851 shares; 2026Q3: 11,436 shares 11,436 $1.08M 0.05% -415 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; 2024Q4: 47,816 shares; 2025Q1: 46,212 shares; 2025Q2: 20,224 shares; 2025Q3: 19,486 shares; 2025Q4: 19,912 shares; 2026Q1: 18,856 shares; 2026Q2: 19,321 shares; 2026Q3: 20,823 shares 20,823 $1.07M 0.05% +1,502 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; 2024Q4: 7,389 shares; 2025Q1: 8,379 shares; 2025Q2: 8,605 shares; 2025Q3: 6,596 shares; 2025Q4: 13,689 shares; 2026Q1: 15,330 shares; 2026Q2: 17,530 shares; 2026Q3: 15,650 shares 15,650 $1.06M 0.05% -1,880 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; 2024Q4: 6,416 shares; 2025Q1: 6,674 shares; 2025Q2: 6,515 shares; 2025Q3: 6,251 shares; 2025Q4: 6,112 shares; 2026Q1: 6,212 shares; 2026Q2: 5,951 shares; 2026Q3: 5,531 shares 5,531 $1.04M 0.05% -420 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; 2024Q4: 46,159 shares; 2025Q1: 41,406 shares; 2025Q2: 38,115 shares; 2025Q3: 29,394 shares; 2025Q4: 29,326 shares; 2026Q1: 24,322 shares; 2026Q2: 25,158 shares; 2026Q3: 23,234 shares 23,234 $1.03M 0.05% -1,924 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; 2024Q4: 8,286 shares; 2025Q1: 12,485 shares; 2025Q2: 12,342 shares; 2025Q3: 12,196 shares; 2025Q4: 12,211 shares; 2026Q1: 12,164 shares; 2026Q2: 12,293 shares; 2026Q3: 12,310 shares 12,310 $1.03M 0.05% +17 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,033 shares; 2025Q1: 10,492 shares; 2025Q2: 8,892 shares; 2025Q3: 9,760 shares; 2025Q4: 10,835 shares; 2026Q1: 11,062 shares; 2026Q2: 16,513 shares; 2026Q3: 42,528 shares 42,528 $1.03M 0.05% +26,015 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21,170 shares 21,170 $1.01M 0.05% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 6,300 shares; 2025Q3: 13,875 shares; 2025Q4: 28,290 shares; 2026Q1: 31,579 shares; 2026Q2: 31,489 shares; 2026Q3: 32,128 shares 32,128 $995K 0.05% +639 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,341 shares; 2025Q1: 20,341 shares; 2025Q2: 20,341 shares; 2025Q3: 23,891 shares; 2025Q4: 23,891 shares; 2026Q1: 23,891 shares; 2026Q2: 23,891 shares; 2026Q3: 32,123 shares 32,123 $976K 0.04% +8,232 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,776 shares; 2025Q1: 5,340 shares; 2025Q2: 5,221 shares; 2025Q3: 5,110 shares; 2025Q4: 5,281 shares; 2026Q1: 5,287 shares; 2026Q2: 5,413 shares; 2026Q3: 5,338 shares 5,338 $969K 0.04% -75 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 38,535 shares; 2025Q2: 34,521 shares; 2025Q3: 34,521 shares; 2025Q4: 34,521 shares; 2026Q1: 34,521 shares; 2026Q2: 34,521 shares; 2026Q3: 34,521 shares 34,521 $968K 0.04% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,247 shares; 2025Q1: 4,211 shares; 2025Q2: 4,644 shares; 2025Q3: 4,233 shares; 2025Q4: 4,108 shares; 2026Q1: 3,802 shares; 2026Q2: 3,805 shares; 2026Q3: 3,807 shares 3,807 $968K 0.04% +2 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,271 shares; 2025Q1: 46,612 shares; 2025Q2: 42,415 shares; 2025Q3: 35,653 shares; 2025Q4: 37,835 shares; 2026Q1: 31,225 shares; 2026Q2: 32,018 shares; 2026Q3: 32,811 shares 32,811 $958K 0.04% +793 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,652 shares; 2025Q1: 8,480 shares; 2025Q2: 8,265 shares; 2025Q3: 7,727 shares; 2025Q4: 7,816 shares; 2026Q1: 7,482 shares; 2026Q2: 7,045 shares; 2026Q3: 7,330 shares 7,330 $948K 0.04% +285 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,524 shares; 2026Q3: 11,802 shares 11,802 $938K 0.04% +278 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,766 shares; 2025Q1: 12,751 shares; 2025Q2: 27,360 shares; 2025Q3: 19,297 shares; 2025Q4: 24,383 shares; 2026Q1: 28,384 shares; 2026Q2: 33,268 shares; 2026Q3: 34,495 shares 34,495 $934K 0.04% +1,227 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; 2024Q4: 1,933 shares; 2025Q1: 1,906 shares; 2025Q2: 1,958 shares; 2025Q3: 2,317 shares; 2025Q4: 2,174 shares; 2026Q1: 2,222 shares; 2026Q2: 1,771 shares; 2026Q3: 2,089 shares 2,089 $933K 0.04% +318 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,347 shares; 2025Q1: 10,415 shares; 2025Q2: 10,160 shares; 2025Q3: 8,972 shares; 2025Q4: 9,175 shares; 2026Q1: 8,740 shares; 2026Q2: 8,622 shares; 2026Q3: 8,498 shares 8,498 $925K 0.04% -124 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; 2024Q4: 14,282 shares; 2025Q1: 12,082 shares; 2025Q2: 14,093 shares; 2025Q3: 16,066 shares; 2025Q4: 16,093 shares; 2026Q1: 15,887 shares; 2026Q2: 18,723 shares; 2026Q3: 16,931 shares 16,931 $923K 0.04% -1,792 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,890 shares; 2025Q1: 19,696 shares; 2025Q2: 31,741 shares; 2025Q3: 26,335 shares; 2025Q4: 26,876 shares; 2026Q1: 21,417 shares; 2026Q2: 21,409 shares; 2026Q3: 19,363 shares 19,363 $923K 0.04% -2,046 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,162 shares; 2025Q1: 25,621 shares; 2025Q2: 17,963 shares; 2025Q3: 9,263 shares; 2025Q4: 9,412 shares; 2026Q1: 9,969 shares; 2026Q2: 9,474 shares; 2026Q3: 9,344 shares 9,344 $917K 0.04% -130 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,498 shares; 2025Q1: 40,634 shares; 2025Q2: 28,835 shares; 2025Q3: 17,667 shares; 2025Q4: 18,700 shares; 2026Q1: 18,879 shares; 2026Q2: 16,992 shares; 2026Q3: 17,106 shares 17,106 $914K 0.04% +114 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,090 shares; 2025Q1: 6,235 shares; 2025Q2: 6,016 shares; 2025Q3: 11,421 shares; 2025Q4: 11,899 shares; 2026Q1: 12,723 shares; 2026Q2: 14,028 shares; 2026Q3: 14,237 shares 14,237 $903K 0.04% +209 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; 2024Q4: 10,415 shares; 2025Q1: 8,998 shares; 2025Q2: 6,789 shares; 2025Q3: 9,011 shares; 2025Q4: 8,841 shares; 2026Q1: 10,627 shares; 2026Q2: 11,003 shares; 2026Q3: 9,210 shares 9,210 $899K 0.04% -1,793 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,958 shares; 2025Q4: 11,798 shares; 2026Q1: 12,109 shares; 2026Q2: 16,825 shares; 2026Q3: 20,744 shares 20,744 $890K 0.04% +3,919 JMST 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; 2024Q4: 12,375 shares; 2025Q1: 9,394 shares; 2025Q2: 12,716 shares; 2025Q3: 21,748 shares; 2025Q4: 49,187 shares; 2026Q1: 54,727 shares; 2026Q2: 50,024 shares; 2026Q3: 17,362 shares 17,362 $880K 0.04% -32,662 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,076 shares; 2025Q1: 11,076 shares; 2025Q2: 9,837 shares; 2025Q3: 10,157 shares; 2025Q4: 9,698 shares; 2026Q1: 15,288 shares; 2026Q2: 15,488 shares; 2026Q3: 16,148 shares 16,148 $875K 0.04% +660 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; 2024Q4: 28,122 shares; 2025Q1: 28,073 shares; 2025Q2: 32,455 shares; 2025Q3: 32,364 shares; 2025Q4: 32,332 shares; 2026Q1: 32,263 shares; 2026Q2: 34,728 shares; 2026Q3: 35,719 shares 35,719 $874K 0.04% +991 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 220 shares; 2026Q1: 205 shares; 2026Q2: 9,024 shares; 2026Q3: 9,391 shares 9,391 $872K 0.04% +367 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,807 shares; 2026Q2: 9,905 shares; 2026Q3: 17,421 shares 17,421 $868K 0.04% +7,516 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123,701 shares; 2025Q1: 95,622 shares; 2025Q2: 46,220 shares; 2025Q3: 14,456 shares; 2025Q4: 13,327 shares; 2026Q1: 16,796 shares; 2026Q2: 18,353 shares; 2026Q3: 17,971 shares 17,971 $868K 0.04% -382 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,960 shares; 2025Q1: 61,560 shares; 2025Q2: 63,810 shares; 2025Q3: 58,710 shares; 2025Q4: 57,660 shares; 2026Q1: 58,025 shares; 2026Q2: 55,365 shares; 2026Q3: 66,544 shares 66,544 $865K 0.04% +11,179 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; 2024Q4: 385 shares; 2025Q1: 470 shares; 2025Q2: 353 shares; 2025Q3: 357 shares; 2025Q4: 676 shares; 2026Q1: 708 shares; 2026Q2: 6,474 shares; 2026Q3: 6,933 shares 6,933 $852K 0.04% +459 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; 2024Q4: 5,943 shares; 2025Q1: 6,752 shares; 2025Q2: 6,611 shares; 2025Q3: 6,385 shares; 2025Q4: 6,615 shares; 2026Q1: 6,583 shares; 2026Q2: 7,038 shares; 2026Q3: 7,106 shares 7,106 $850K 0.04% +68 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,030 shares; 2025Q1: 39,730 shares; 2025Q2: 29,251 shares; 2025Q3: 30,533 shares; 2025Q4: 29,193 shares; 2026Q1: 29,448 shares; 2026Q2: 26,586 shares; 2026Q3: 24,975 shares 24,975 $847K 0.04% -1,611 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,969 shares; 2025Q1: 26,793 shares; 2025Q2: 10,382 shares; 2025Q3: 10,391 shares; 2025Q4: 10,013 shares; 2026Q1: 9,077 shares; 2026Q2: 11,456 shares; 2026Q3: 11,006 shares 11,006 $845K 0.04% -450 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,525 shares; 2025Q1: 107,570 shares; 2025Q2: 25,697 shares; 2025Q3: 24,085 shares; 2025Q4: 22,568 shares; 2026Q1: 20,894 shares; 2026Q2: 19,842 shares; 2026Q3: 12,169 shares 12,169 $844K 0.04% -7,673 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,170 shares; 2025Q1: 18,789 shares; 2025Q2: 18,789 shares; 2025Q3: 17,196 shares; 2025Q4: 21,264 shares; 2026Q1: 21,264 shares; 2026Q2: 17,601 shares; 2026Q3: 17,556 shares 17,556 $833K 0.04% -45 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; 2024Q4: 2,789 shares; 2025Q1: 2,715 shares; 2025Q2: 2,588 shares; 2025Q3: 2,725 shares; 2025Q4: 2,865 shares; 2026Q1: 2,780 shares; 2026Q2: 2,963 shares; 2026Q3: 2,963 shares 2,963 $832K 0.04% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,035 shares; 2025Q1: 19,788 shares; 2025Q2: 18,316 shares; 2025Q3: 18,172 shares; 2025Q4: 18,458 shares; 2026Q1: 17,971 shares; 2026Q2: 17,988 shares; 2026Q3: 17,118 shares 17,118 $819K 0.04% -870 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 20,615 shares; 2025Q2: 20,570 shares; 2025Q3: 20,570 shares; 2025Q4: 20,570 shares; 2026Q1: 20,570 shares; 2026Q2: 20,570 shares; 2026Q3: 20,570 shares 20,570 $818K 0.04% 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; 2024Q4: 9,400 shares; 2025Q1: 9,436 shares; 2025Q2: 10,035 shares; 2025Q3: 10,530 shares; 2025Q4: 10,647 shares; 2026Q1: 9,328 shares; 2026Q2: 10,462 shares; 2026Q3: 12,648 shares 12,648 $809K 0.04% +2,186 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,167 shares; 2025Q1: 3,067 shares; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,879 shares; 2026Q1: 2,883 shares; 2026Q2: 2,784 shares; 2026Q3: 2,668 shares 2,668 $802K 0.04% -116 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,442 shares; 2025Q1: 103,644 shares; 2025Q2: 97,742 shares; 2025Q3: 78,956 shares; 2025Q4: 79,923 shares; 2026Q1: 45,099 shares; 2026Q2: 41,419 shares; 2026Q3: 37,577 shares 37,577 $801K 0.04% -3,842 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; 2024Q4: 3,279 shares; 2025Q1: 3,278 shares; 2025Q2: 3,081 shares; 2025Q3: 3,036 shares; 2025Q4: 2,860 shares; 2026Q1: 2,666 shares; 2026Q2: 2,608 shares; 2026Q3: 2,459 shares 2,459 $798K 0.04% -149 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; 2024Q4: 293 shares; 2025Q1: 342 shares; 2025Q2: 374 shares; 2025Q3: 456 shares; 2025Q4: 460 shares; 2026Q1: 462 shares; 2026Q2: 443 shares; 2026Q3: 481 shares 481 $794K 0.04% +38 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,883 shares; 2025Q1: 1,872 shares; 2025Q2: 2,376 shares; 2025Q3: 2,447 shares; 2025Q4: 2,351 shares; 2026Q1: 2,345 shares; 2026Q2: 2,285 shares; 2026Q3: 2,256 shares 2,256 $790K 0.04% -29 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,248 shares; 2025Q1: 23,770 shares; 2025Q2: 22,377 shares; 2025Q3: 18,923 shares; 2025Q4: 19,281 shares; 2026Q1: 19,279 shares; 2026Q2: 15,751 shares; 2026Q3: 16,168 shares 16,168 $784K 0.04% +417 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,296 shares; 2025Q1: 11,304 shares; 2025Q2: 16,636 shares; 2025Q3: 23,680 shares; 2025Q4: 23,612 shares; 2026Q1: 22,231 shares; 2026Q2: 21,718 shares; 2026Q3: 21,682 shares 21,682 $782K 0.04% -36 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,540 shares; 2025Q1: 7,065 shares; 2025Q2: 8,553 shares; 2025Q3: 9,598 shares; 2025Q4: 12,834 shares; 2026Q1: 14,007 shares; 2026Q2: 14,793 shares; 2026Q3: 15,084 shares 15,084 $782K 0.04% +291 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145 shares; 2025Q1: 126 shares; 2025Q2: 5,002 shares; 2025Q3: 5,002 shares; 2025Q4: 5,002 shares; 2026Q1: 5,015 shares; 2026Q2: 5,104 shares; 2026Q3: 5,082 shares 5,082 $778K 0.04% -22 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,464 shares; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: 2,416 shares; 2025Q4: 2,322 shares; 2026Q1: 2,398 shares; 2026Q2: 2,396 shares; 2026Q3: 2,341 shares 2,341 $774K 0.04% -55 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,277 shares; 2025Q1: 20,355 shares; 2025Q2: 22,249 shares; 2025Q3: 25,139 shares; 2025Q4: 27,168 shares; 2026Q1: 34,582 shares; 2026Q2: 32,698 shares; 2026Q3: 33,224 shares 33,224 $769K 0.03% +526 Timeline FTCS 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; 2024Q4: 6,036 shares; 2025Q1: 6,699 shares; 2025Q2: 7,578 shares; 2025Q3: 9,803 shares; 2025Q4: 10,007 shares; 2026Q1: 8,796 shares; 2026Q2: 8,786 shares; 2026Q3: 7,871 shares 7,871 $768K 0.03% -915 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,410 shares; 2025Q4: 2,830 shares; 2026Q1: 2,680 shares; 2026Q2: 10,305 shares; 2026Q3: 15,504 shares 15,504 $766K 0.03% +5,199 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 625 shares; 2025Q1: 629 shares; 2025Q2: 518 shares; 2025Q3: 562 shares; 2025Q4: 542 shares; 2026Q1: 628 shares; 2026Q2: 677 shares; 2026Q3: 713 shares 713 $765K 0.03% +36 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,633 shares; 2026Q1: 23,521 shares; 2026Q2: 23,521 shares; 2026Q3: 23,521 shares 23,521 $765K 0.03% 0 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; 2024Q4: 3,525 shares; 2025Q1: 4,326 shares; 2025Q2: 3,372 shares; 2025Q3: 3,469 shares; 2025Q4: 3,465 shares; 2026Q1: 3,622 shares; 2026Q2: 2,848 shares; 2026Q3: 3,083 shares 3,083 $756K 0.03% +235 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,122 shares; 2025Q1: 12,808 shares; 2025Q2: 9,611 shares; 2025Q3: 8,950 shares; 2025Q4: 8,828 shares; 2026Q1: 8,355 shares; 2026Q2: 8,115 shares; 2026Q3: 15,487 shares 15,487 $756K 0.03% +7,372 Timeline FAAA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,933 shares 14,933 $751K 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,651 shares; 2025Q1: 6,569 shares; 2025Q2: 11,085 shares; 2025Q3: 15,575 shares; 2025Q4: 6,638 shares; 2026Q1: 9,025 shares; 2026Q2: 9,185 shares; 2026Q3: 16,231 shares 16,231 $751K 0.03% +7,046 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; 2024Q4: 18,384 shares; 2025Q1: 18,636 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 4,460 shares; 2026Q2: 15,446 shares; 2026Q3: 14,962 shares 14,962 $748K 0.03% -484 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,245 shares; 2025Q1: 2,226 shares; 2025Q2: 2,226 shares; 2025Q3: 2,226 shares; 2025Q4: 2,272 shares; 2026Q1: 2,643 shares; 2026Q2: 2,669 shares; 2026Q3: 2,571 shares 2,571 $747K 0.03% -98 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,719 shares; 2025Q1: 8,820 shares; 2025Q2: 9,323 shares; 2025Q3: 8,761 shares; 2025Q4: 8,095 shares; 2026Q1: 7,569 shares; 2026Q2: 7,531 shares; 2026Q3: 7,655 shares 7,655 $743K 0.03% +124 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,509 shares; 2025Q1: 1,263 shares; 2025Q2: 1,014 shares; 2025Q3: 2,302 shares; 2025Q4: 1,052 shares; 2026Q1: 76 shares; 2026Q2: 1,863 shares; 2026Q3: 2,212 shares 2,212 $741K 0.03% +349 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,599 shares; 2025Q1: 3,914 shares; 2025Q2: 3,495 shares; 2025Q3: 3,657 shares; 2025Q4: 3,899 shares; 2026Q1: 4,963 shares; 2026Q2: 4,143 shares; 2026Q3: 4,358 shares 4,358 $732K 0.03% +215 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; 2024Q4: 8,956 shares; 2025Q1: 13,755 shares; 2025Q2: 17,163 shares; 2025Q3: 17,160 shares; 2025Q4: 17,128 shares; 2026Q1: 17,067 shares; 2026Q2: 17,033 shares; 2026Q3: 17,033 shares 17,033 $732K 0.03% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,469 shares; 2025Q1: 2,219 shares; 2025Q2: 2,819 shares; 2025Q3: 2,069 shares; 2025Q4: 17,674 shares; 2026Q1: 17,674 shares; 2026Q2: 16,243 shares; 2026Q3: 15,842 shares 15,842 $729K 0.03% -401 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,612 shares; 2025Q1: 49,092 shares; 2025Q2: 40,853 shares; 2025Q3: 35,123 shares; 2025Q4: 34,523 shares; 2026Q1: 39,723 shares; 2026Q2: 44,537 shares; 2026Q3: 48,472 shares 48,472 $724K 0.03% +3,935 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,154 shares; 2025Q1: 1,120 shares; 2025Q2: 1,124 shares; 2025Q3: 1,127 shares; 2025Q4: 1,132 shares; 2026Q1: 1,138 shares; 2026Q2: 3,941 shares; 2026Q3: 5,703 shares 5,703 $723K 0.03% +1,762 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,308 shares; 2025Q1: 5,174 shares; 2025Q2: 3,494 shares; 2025Q3: 3,045 shares; 2025Q4: 3,065 shares; 2026Q1: 3,040 shares; 2026Q2: 2,935 shares; 2026Q3: 2,950 shares 2,950 $717K 0.03% +15 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,750 shares; 2026Q1: 19,159 shares; 2026Q2: 22,095 shares; 2026Q3: 21,137 shares 21,137 $710K 0.03% -958 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,490 shares; 2025Q1: 12,478 shares; 2025Q2: 12,502 shares; 2025Q3: 12,420 shares; 2025Q4: 12,346 shares; 2026Q1: 12,318 shares; 2026Q2: 8,411 shares; 2026Q3: 3,378 shares 3,378 $710K 0.03% -5,033 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; 2024Q4: 395 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 724 shares; 2025Q4: 774 shares; 2026Q1: 739 shares; 2026Q2: 888 shares; 2026Q3: 1,085 shares 1,085 $709K 0.03% +197 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; 2024Q4: 10,828 shares; 2025Q1: 12,895 shares; 2025Q2: 17,216 shares; 2025Q3: 16,623 shares; 2025Q4: 17,940 shares; 2026Q1: 15,621 shares; 2026Q2: 15,639 shares; 2026Q3: 15,750 shares 15,750 $707K 0.03% +111 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,694 shares; 2025Q1: 9,794 shares; 2025Q2: 8,441 shares; 2025Q3: 8,836 shares; 2025Q4: 8,901 shares; 2026Q1: 8,154 shares; 2026Q2: 7,373 shares; 2026Q3: 6,654 shares 6,654 $707K 0.03% -719 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,041 shares; 2025Q1: 4,386 shares; 2025Q2: 4,645 shares; 2025Q3: 4,265 shares; 2025Q4: 3,940 shares; 2026Q1: 4,402 shares; 2026Q2: 4,592 shares; 2026Q3: 4,537 shares 4,537 $705K 0.03% -55 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,726 shares; 2026Q3: 4,487 shares 4,487 $703K 0.03% +761 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,933 shares; 2025Q1: 21,114 shares; 2025Q2: 21,114 shares; 2025Q3: 21,114 shares; 2025Q4: 21,114 shares; 2026Q1: 21,114 shares; 2026Q2: 21,114 shares; 2026Q3: 21,114 shares 21,114 $702K 0.03% 0 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,195 shares; 2025Q3: 22,195 shares; 2025Q4: 22,195 shares; 2026Q1: 22,195 shares; 2026Q2: 22,195 shares; 2026Q3: 22,195 shares 22,195 $693K 0.03% 0 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,313 shares; 2026Q1: 30,548 shares; 2026Q2: 30,804 shares; 2026Q3: 31,458 shares 31,458 $691K 0.03% +654 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,202 shares; 2025Q1: 1,558 shares; 2025Q2: 1,622 shares; 2025Q3: 1,818 shares; 2025Q4: 1,863 shares; 2026Q1: 1,610 shares; 2026Q2: 1,853 shares; 2026Q3: 1,795 shares 1,795 $690K 0.03% -58 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; 2024Q4: 19,860 shares; 2025Q1: 23,613 shares; 2025Q2: 26,743 shares; 2025Q3: 29,063 shares; 2025Q4: 31,162 shares; 2026Q1: 29,723 shares; 2026Q2: 30,313 shares; 2026Q3: 29,766 shares 29,766 $686K 0.03% -547 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; 2024Q4: 930 shares; 2025Q1: 1,353 shares; 2025Q2: 1,275 shares; 2025Q3: 1,548 shares; 2025Q4: 1,360 shares; 2026Q1: 1,347 shares; 2026Q2: 1,841 shares; 2026Q3: 1,817 shares 1,817 $681K 0.03% -24 Timeline THYF 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; 2024Q4: 10,728 shares; 2025Q1: 12,989 shares; 2025Q2: 14,295 shares; 2025Q3: 14,813 shares; 2025Q4: 15,540 shares; 2026Q1: 14,611 shares; 2026Q2: 13,243 shares; 2026Q3: 13,632 shares 13,632 $678K 0.03% +389 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 818 shares; 2025Q1: 2,105 shares; 2025Q2: 2,110 shares; 2025Q3: 2,116 shares; 2025Q4: 2,123 shares; 2026Q1: 2,128 shares; 2026Q2: 2,327 shares; 2026Q3: 4,324 shares 4,324 $677K 0.03% +1,997 Timeline GSST 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; 2024Q4: 38,146 shares; 2025Q1: 39,519 shares; 2025Q2: 44,430 shares; 2025Q3: 43,861 shares; 2025Q4: 53,037 shares; 2026Q1: 52,283 shares; 2026Q2: 13,705 shares; 2026Q3: 13,430 shares 13,430 $676K 0.03% -275 Timeline PEY 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; 2024Q4: 78,860 shares; 2025Q1: 108,264 shares; 2025Q2: 198,020 shares; 2025Q3: 203,803 shares; 2025Q4: 145,499 shares; 2026Q1: 81,804 shares; 2026Q2: 41,738 shares; 2026Q3: 28,998 shares 28,998 $673K 0.03% -12,740 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; 2024Q4: 17,158 shares; 2025Q1: 17,194 shares; 2025Q2: 17,158 shares; 2025Q3: 17,158 shares; 2025Q4: 17,167 shares; 2026Q1: 17,158 shares; 2026Q2: 17,228 shares; 2026Q3: 17,228 shares 17,228 $671K 0.03% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,469 shares; 2025Q1: 3,661 shares; 2025Q2: 4,239 shares; 2025Q3: 4,301 shares; 2025Q4: 3,779 shares; 2026Q1: 4,046 shares; 2026Q2: 3,844 shares; 2026Q3: 3,817 shares 3,817 $660K 0.03% -27 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,733 shares; 2025Q1: 4,651 shares; 2025Q2: 4,100 shares; 2025Q3: 4,132 shares; 2025Q4: 4,165 shares; 2026Q1: 10,842 shares; 2026Q2: 14,317 shares; 2026Q3: 25,282 shares 25,282 $654K 0.03% +10,965 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,520 shares; 2025Q1: 5,670 shares; 2025Q2: 11,725 shares; 2025Q3: 11,725 shares; 2025Q4: 12,500 shares; 2026Q1: 13,920 shares; 2026Q2: 15,225 shares; 2026Q3: 15,425 shares 15,425 $654K 0.03% +200 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,814 shares; 2025Q1: 6,697 shares; 2025Q2: 6,796 shares; 2025Q3: 3,472 shares; 2025Q4: 3,804 shares; 2026Q1: 4,785 shares; 2026Q2: 6,702 shares; 2026Q3: 6,504 shares 6,504 $653K 0.03% -198 Timeline INMU 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,663 shares; 2026Q1: 1,498 shares; 2026Q2: 17,119 shares; 2026Q3: 28,302 shares 28,302 $653K 0.03% +11,183 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,175 shares; 2025Q1: 1,454 shares; 2025Q2: 1,328 shares; 2025Q3: 1,548 shares; 2025Q4: 2,109 shares; 2026Q1: 2,286 shares; 2026Q2: 7,147 shares; 2026Q3: 2,315 shares 2,315 $648K 0.03% -4,832 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,283 shares; 2025Q1: 1,397 shares; 2025Q2: 1,532 shares; 2025Q3: 1,916 shares; 2025Q4: 2,532 shares; 2026Q1: 3,105 shares; 2026Q2: 3,405 shares; 2026Q3: 3,435 shares 3,435 $647K 0.03% +30 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; 2024Q4: 1,772 shares; 2025Q1: 1,728 shares; 2025Q2: 1,529 shares; 2025Q3: 1,483 shares; 2025Q4: 1,665 shares; 2026Q1: 1,710 shares; 2026Q2: 1,750 shares; 2026Q3: 1,706 shares 1,706 $645K 0.03% -44 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,143 shares; 2025Q1: 8,285 shares; 2025Q2: 7,759 shares; 2025Q3: 6,845 shares; 2025Q4: 30,808 shares; 2026Q1: 33,142 shares; 2026Q2: 18,258 shares; 2026Q3: 15,006 shares 15,006 $626K 0.03% -3,252 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,511 shares; 2025Q1: 84,511 shares; 2025Q2: 84,511 shares; 2025Q3: 27,401 shares; 2025Q4: 26,989 shares; 2026Q1: 18,623 shares; 2026Q2: 18,623 shares; 2026Q3: 22,215 shares 22,215 $620K 0.03% +3,592 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,342 shares; 2025Q1: 10,231 shares; 2025Q2: 10,363 shares; 2025Q3: 10,852 shares; 2025Q4: 11,163 shares; 2026Q1: 9,451 shares; 2026Q2: 9,745 shares; 2026Q3: 9,007 shares 9,007 $616K 0.03% -738 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,057 shares; 2025Q1: 12,987 shares; 2025Q2: 16,594 shares; 2025Q3: 14,991 shares; 2025Q4: 15,140 shares; 2026Q1: 12,535 shares; 2026Q2: 13,924 shares; 2026Q3: 13,755 shares 13,755 $615K 0.03% -169 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,373 shares; 2025Q1: 46,815 shares; 2025Q2: 47,661 shares; 2025Q3: 41,490 shares; 2025Q4: 37,468 shares; 2026Q1: 32,964 shares; 2026Q2: 27,392 shares; 2026Q3: 13,433 shares 13,433 $600K 0.03% -13,959 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,213 shares; 2025Q1: 2,213 shares; 2025Q2: 573 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 574 shares; 2026Q2: 4,342 shares; 2026Q3: 13,504 shares 13,504 $600K 0.03% +9,162 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,450 shares; 2025Q2: 2,043 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares; 2026Q1: 2,643 shares; 2026Q2: 2,643 shares; 2026Q3: 11,910 shares 11,910 $600K 0.03% +9,267 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,033 shares; 2025Q1: 6,739 shares; 2025Q2: 6,205 shares; 2025Q3: 6,084 shares; 2025Q4: 6,635 shares; 2026Q1: 8,326 shares; 2026Q2: 12,070 shares; 2026Q3: 4,242 shares 4,242 $598K 0.03% -7,828 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,286 shares; 2025Q1: 18,453 shares; 2025Q2: 5,648 shares; 2025Q3: 5,188 shares; 2025Q4: 4,925 shares; 2026Q1: 4,798 shares; 2026Q2: 4,482 shares; 2026Q3: 3,627 shares 3,627 $596K 0.03% -855 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 9,775 shares; 2025Q3: 9,775 shares; 2025Q4: 9,775 shares; 2026Q1: 9,775 shares; 2026Q2: 9,775 shares; 2026Q3: 9,775 shares 9,775 $596K 0.03% 0 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,444 shares; 2025Q1: 2,444 shares; 2025Q2: 2,444 shares; 2025Q3: 3,334 shares; 2025Q4: 3,334 shares; 2026Q1: 3,334 shares; 2026Q2: 3,334 shares; 2026Q3: 18,457 shares 18,457 $595K 0.03% +15,123 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,157 shares; 2025Q1: 6,898 shares; 2025Q2: 7,613 shares; 2025Q3: 7,619 shares; 2025Q4: 7,434 shares; 2026Q1: 6,333 shares; 2026Q2: 6,248 shares; 2026Q3: 5,421 shares 5,421 $594K 0.03% -827 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,739 shares; 2025Q1: 19,661 shares; 2025Q2: 27,229 shares; 2025Q3: 27,263 shares; 2025Q4: 27,307 shares; 2026Q1: 27,330 shares; 2026Q2: 27,365 shares; 2026Q3: 27,410 shares 27,410 $592K 0.03% +45 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,381 shares; 2025Q1: 5,651 shares; 2025Q2: 6,267 shares; 2025Q3: 5,400 shares; 2025Q4: 4,146 shares; 2026Q1: 4,922 shares; 2026Q2: 4,972 shares; 2026Q3: 4,124 shares 4,124 $591K 0.03% -848 Timeline JUSA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,508 shares 8,508 $587K 0.03% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,127 shares; 2025Q1: 4,209 shares; 2025Q2: 4,200 shares; 2025Q3: 4,220 shares; 2025Q4: 4,123 shares; 2026Q1: 3,987 shares; 2026Q2: 5,751 shares; 2026Q3: 6,632 shares 6,632 $579K 0.03% +881 Timeline PRF 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; 2024Q4: 2,278 shares; 2025Q1: 2,289 shares; 2025Q2: 2,298 shares; 2025Q3: 2,308 shares; 2025Q4: 2,317 shares; 2026Q1: 2,327 shares; 2026Q2: 2,334 shares; 2026Q3: 10,341 shares 10,341 $576K 0.03% +8,007 Timeline TBUX 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; 2024Q4: 11,828 shares; 2025Q1: 16,933 shares; 2025Q2: 17,678 shares; 2025Q3: 16,776 shares; 2025Q4: 13,434 shares; 2026Q1: 13,506 shares; 2026Q2: 13,379 shares; 2026Q3: 11,540 shares 11,540 $574K 0.03% -1,839 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,203 shares; 2025Q1: 6,683 shares; 2025Q2: 6,533 shares; 2025Q3: 6,094 shares; 2025Q4: 6,088 shares; 2026Q1: 5,354 shares; 2026Q2: 5,203 shares; 2026Q3: 5,133 shares 5,133 $568K 0.03% -70 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; 2024Q4: 14,721 shares; 2025Q1: 15,110 shares; 2025Q2: 15,344 shares; 2025Q3: 15,767 shares; 2025Q4: 15,833 shares; 2026Q1: 16,726 shares; 2026Q2: 18,792 shares; 2026Q3: 19,099 shares 19,099 $565K 0.03% +307 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,050 shares; 2026Q1: 11,100 shares; 2026Q2: 13,370 shares; 2026Q3: 20,910 shares 20,910 $560K 0.03% +7,540 Timeline KNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,003 shares; 2026Q1: 18,003 shares; 2026Q2: 18,003 shares; 2026Q3: 18,003 shares 18,003 $555K 0.03% 0 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; 2024Q4: 1,119 shares; 2025Q1: 1,209 shares; 2025Q2: 1,194 shares; 2025Q3: 1,195 shares; 2025Q4: 1,189 shares; 2026Q1: 1,171 shares; 2026Q2: 1,388 shares; 2026Q3: 1,376 shares 1,376 $555K 0.03% -12 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,776 shares; 2025Q1: 2,758 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares; 2025Q4: 2,772 shares; 2026Q1: 2,746 shares; 2026Q2: 2,629 shares; 2026Q3: 2,659 shares 2,659 $555K 0.03% +30 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100 shares; 2025Q1: 1,148 shares; 2025Q2: 1,132 shares; 2025Q3: 1,175 shares; 2025Q4: 1,176 shares; 2026Q1: 1,181 shares; 2026Q2: 1,353 shares; 2026Q3: 1,855 shares 1,855 $551K 0.02% +502 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; 2024Q4: 7,785 shares; 2025Q1: 7,774 shares; 2025Q2: 7,787 shares; 2025Q3: 11,679 shares; 2025Q4: 11,679 shares; 2026Q1: 11,698 shares; 2026Q2: 13,335 shares; 2026Q3: 13,779 shares 13,779 $551K 0.02% +444 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,999 shares; 2025Q1: 7,976 shares; 2025Q2: 9,407 shares; 2025Q3: 10,033 shares; 2025Q4: 9,505 shares; 2026Q1: 8,038 shares; 2026Q2: 7,978 shares; 2026Q3: 7,738 shares 7,738 $550K 0.02% -240 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; 2024Q4: 3,696 shares; 2025Q1: 3,961 shares; 2025Q2: 3,744 shares; 2025Q3: 3,665 shares; 2025Q4: 3,738 shares; 2026Q1: 3,775 shares; 2026Q2: 3,791 shares; 2026Q3: 4,358 shares 4,358 $550K 0.02% +567 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,533 shares; 2025Q1: 2,570 shares; 2025Q2: 2,385 shares; 2025Q3: 2,240 shares; 2025Q4: 2,248 shares; 2026Q1: 2,106 shares; 2026Q2: 1,587 shares; 2026Q3: 1,336 shares 1,336 $546K 0.02% -251 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,003 shares; 2025Q1: 1,073 shares; 2025Q2: 1,344 shares; 2025Q3: 1,454 shares; 2025Q4: 14,291 shares; 2026Q1: 10,482 shares; 2026Q2: 9,288 shares; 2026Q3: 7,691 shares 7,691 $543K 0.02% -1,597 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 962 shares; 2025Q1: 837 shares; 2025Q2: 802 shares; 2025Q3: 602 shares; 2025Q4: 1,142 shares; 2026Q1: 1,899 shares; 2026Q2: 3,717 shares; 2026Q3: 3,813 shares 3,813 $542K 0.02% +96 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,972 shares; 2025Q1: 16,160 shares; 2025Q2: 16,160 shares; 2025Q3: 16,160 shares; 2025Q4: 16,160 shares; 2026Q1: 16,160 shares; 2026Q2: 16,232 shares; 2026Q3: 16,232 shares 16,232 $540K 0.02% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,710 shares; 2025Q1: 9,756 shares; 2025Q2: 7,154 shares; 2025Q3: 6,281 shares; 2025Q4: 6,374 shares; 2026Q1: 6,700 shares; 2026Q2: 6,726 shares; 2026Q3: 6,917 shares 6,917 $539K 0.02% +191 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; 2024Q4: 2,478 shares; 2025Q1: 5,073 shares; 2025Q2: 6,133 shares; 2025Q3: 6,834 shares; 2025Q4: 6,892 shares; 2026Q1: 8,003 shares; 2026Q2: 8,503 shares; 2026Q3: 10,673 shares 10,673 $536K 0.02% +2,170 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,255 shares; 2025Q1: 18,099 shares; 2025Q2: 11,046 shares; 2025Q3: 10,524 shares; 2025Q4: 10,795 shares; 2026Q1: 9,858 shares; 2026Q2: 9,456 shares; 2026Q3: 5,865 shares 5,865 $535K 0.02% -3,591 Timeline IVOO 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; 2024Q4: 4,571 shares; 2025Q1: 4,572 shares; 2025Q2: 4,573 shares; 2025Q3: 4,574 shares; 2025Q4: 4,267 shares; 2026Q1: 4,268 shares; 2026Q2: 4,268 shares; 2026Q3: 4,366 shares 4,366 $534K 0.02% +98 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; 2024Q4: 12,074 shares; 2025Q1: 11,095 shares; 2025Q2: 12,267 shares; 2025Q3: 11,076 shares; 2025Q4: 11,110 shares; 2026Q1: 10,044 shares; 2026Q2: 9,847 shares; 2026Q3: 25,322 shares 25,322 $533K 0.02% +15,475 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,139 shares; 2026Q1: 6,139 shares; 2026Q2: 6,139 shares; 2026Q3: 5,915 shares 5,915 $530K 0.02% -224 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; 2024Q4: 16,633 shares; 2025Q1: 15,465 shares; 2025Q2: 17,305 shares; 2025Q3: 16,004 shares; 2025Q4: 17,158 shares; 2026Q1: 12,409 shares; 2026Q2: 11,503 shares; 2026Q3: 10,917 shares 10,917 $526K 0.02% -586 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,044 shares; 2025Q1: 21,044 shares; 2025Q2: 21,044 shares; 2025Q3: 20,966 shares; 2025Q4: 20,966 shares; 2026Q1: 20,966 shares; 2026Q2: 21,188 shares; 2026Q3: 20,363 shares 20,363 $525K 0.02% -825 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 234 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 9,054 shares; 2026Q2: 10,670 shares; 2026Q3: 10,220 shares 10,220 $524K 0.02% -450 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; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,340 shares; 2025Q4: 12,004 shares; 2026Q1: 10,045 shares; 2026Q2: 7,843 shares; 2026Q3: 8,141 shares 8,141 $522K 0.02% +298 Timeline JGRO 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; 2024Q4: 3,760 shares; 2025Q1: 4,298 shares; 2025Q2: 6,715 shares; 2025Q3: 6,868 shares; 2025Q4: 7,021 shares; 2026Q1: 6,764 shares; 2026Q2: 7,697 shares; 2026Q3: 5,454 shares 5,454 $520K 0.02% -2,243 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,450 shares; 2026Q1: 11,595 shares; 2026Q2: 13,905 shares; 2026Q3: 19,752 shares 19,752 $519K 0.02% +5,847 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; 2024Q4: 3,372 shares; 2025Q1: 6,846 shares; 2025Q2: 8,652 shares; 2025Q3: 10,714 shares; 2025Q4: 9,358 shares; 2026Q1: 7,783 shares; 2026Q2: 5,306 shares; 2026Q3: 5,117 shares 5,117 $517K 0.02% -189 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 378 shares; 2025Q1: 380 shares; 2025Q2: 383 shares; 2025Q3: 385 shares; 2025Q4: 388 shares; 2026Q1: 2,395 shares; 2026Q2: 3,207 shares; 2026Q3: 3,429 shares 3,429 $516K 0.02% +222 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,348 shares; 2025Q1: 1,949 shares; 2025Q2: 1,823 shares; 2025Q3: 3,317 shares; 2025Q4: 2,781 shares; 2026Q1: 2,116 shares; 2026Q2: 1,992 shares; 2026Q3: 2,467 shares 2,467 $516K 0.02% +475 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,034 shares; 2025Q4: 14,125 shares; 2026Q1: 14,125 shares; 2026Q2: 14,125 shares; 2026Q3: 14,125 shares 14,125 $514K 0.02% 0 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,985 shares; 2025Q1: 13,985 shares; 2025Q2: 13,985 shares; 2025Q3: 13,985 shares; 2025Q4: 13,985 shares; 2026Q1: 13,985 shares; 2026Q2: 13,985 shares; 2026Q3: 13,985 shares 13,985 $513K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,120 shares; 2025Q1: 13,993 shares; 2025Q2: 12,283 shares; 2025Q3: 7,347 shares; 2025Q4: 5,916 shares; 2026Q1: 4,412 shares; 2026Q2: 3,847 shares; 2026Q3: 3,301 shares 3,301 $512K 0.02% -546 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,634 shares; 2025Q1: 1,635 shares; 2025Q2: 1,485 shares; 2025Q3: 1,430 shares; 2025Q4: 1,558 shares; 2026Q1: 1,450 shares; 2026Q2: 1,411 shares; 2026Q3: 1,302 shares 1,302 $512K 0.02% -109 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,976 shares; 2025Q1: 4,213 shares; 2025Q2: 4,599 shares; 2025Q3: 4,180 shares; 2025Q4: 4,602 shares; 2026Q1: 4,856 shares; 2026Q2: 4,640 shares; 2026Q3: 4,727 shares 4,727 $512K 0.02% +87 Timeline JAVA 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; 2024Q4: 5,670 shares; 2025Q1: 6,090 shares; 2025Q2: 6,713 shares; 2025Q3: 6,970 shares; 2025Q4: 7,093 shares; 2026Q1: 8,241 shares; 2026Q2: 9,345 shares; 2026Q3: 6,224 shares 6,224 $507K 0.02% -3,121 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,828 shares; 2025Q1: 5,331 shares; 2025Q2: 5,155 shares; 2025Q3: 5,159 shares; 2025Q4: 3,448 shares; 2026Q1: 4,865 shares; 2026Q2: 12,187 shares; 2026Q3: 6,409 shares 6,409 $507K 0.02% -5,778 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 4,723 shares; 2025Q2: 6,932 shares; 2025Q3: 7,058 shares; 2025Q4: 6,720 shares; 2026Q1: 6,720 shares; 2026Q2: 6,720 shares; 2026Q3: 7,284 shares 7,284 $506K 0.02% +564 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 166 shares; 2025Q1: 167 shares; 2025Q2: 188 shares; 2025Q3: 187 shares; 2025Q4: 188 shares; 2026Q1: 189 shares; 2026Q2: 861 shares; 2026Q3: 1,832 shares 1,832 $504K 0.02% +971 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; 2024Q4: 2,333 shares; 2025Q1: 2,053 shares; 2025Q2: 2,101 shares; 2025Q3: 2,094 shares; 2025Q4: 2,086 shares; 2026Q1: 2,198 shares; 2026Q2: 2,290 shares; 2026Q3: 2,246 shares 2,246 $504K 0.02% -44 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; 2024Q4: 2,287 shares; 2025Q1: 2,308 shares; 2025Q2: 2,285 shares; 2025Q3: 2,140 shares; 2025Q4: 2,005 shares; 2026Q1: 1,862 shares; 2026Q2: 1,558 shares; 2026Q3: 1,758 shares 1,758 $503K 0.02% +200 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,878 shares; 2025Q1: 7,102 shares; 2025Q2: 7,603 shares; 2025Q3: 7,824 shares; 2025Q4: 9,429 shares; 2026Q1: 8,504 shares; 2026Q2: 8,504 shares; 2026Q3: 10,613 shares 10,613 $503K 0.02% +2,109 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,655 shares 12,655 $502K 0.02% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,678 shares; 2025Q1: 3,663 shares; 2025Q2: 3,648 shares; 2025Q3: 3,413 shares; 2025Q4: 3,709 shares; 2026Q1: 3,703 shares; 2026Q2: 3,788 shares; 2026Q3: 3,865 shares 3,865 $501K 0.02% +77 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; 2024Q4: 386 shares; 2025Q1: 551 shares; 2025Q2: 594 shares; 2025Q3: 544 shares; 2025Q4: 562 shares; 2026Q1: 665 shares; 2026Q2: 720 shares; 2026Q3: 4,966 shares 4,966 $494K 0.02% +4,246 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; 2024Q4: 2,451 shares; 2025Q1: 2,412 shares; 2025Q2: 2,414 shares; 2025Q3: 2,495 shares; 2025Q4: 2,496 shares; 2026Q1: 2,466 shares; 2026Q2: 2,417 shares; 2026Q3: 2,288 shares 2,288 $494K 0.02% -129 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,798 shares; 2025Q1: 10,638 shares; 2025Q2: 3,100 shares; 2025Q3: 2,808 shares; 2025Q4: 2,985 shares; 2026Q1: 2,876 shares; 2026Q2: 2,870 shares; 2026Q3: 1,435 shares 1,435 $492K 0.02% -1,435 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,473 shares; 2025Q1: 13,023 shares; 2025Q2: 12,809 shares; 2025Q3: 13,809 shares; 2025Q4: 14,784 shares; 2026Q1: 12,629 shares; 2026Q2: 12,629 shares; 2026Q3: 12,578 shares 12,578 $491K 0.02% -51 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 340 shares; 2025Q1: 353 shares; 2025Q2: 285 shares; 2025Q3: 278 shares; 2025Q4: 288 shares; 2026Q1: 284 shares; 2026Q2: 274 shares; 2026Q3: 273 shares 273 $491K 0.02% -1 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; 2024Q4: 342 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 326 shares; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 317 shares; 2026Q3: 317 shares 317 $489K 0.02% 0 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; 2024Q4: 1,163 shares; 2025Q1: 1,177 shares; 2025Q2: 1,157 shares; 2025Q3: 1,118 shares; 2025Q4: 1,119 shares; 2026Q1: 1,124 shares; 2026Q2: 1,032 shares; 2026Q3: 1,004 shares 1,004 $487K 0.02% -28 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; 2024Q4: 1,798 shares; 2025Q1: 1,706 shares; 2025Q2: 1,762 shares; 2025Q3: 1,685 shares; 2025Q4: 1,877 shares; 2026Q1: 1,915 shares; 2026Q2: 2,034 shares; 2026Q3: 2,242 shares 2,242 $482K 0.02% +208 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; 2024Q4: 954 shares; 2025Q1: 3,433 shares; 2025Q2: 3,403 shares; 2025Q3: 3,405 shares; 2025Q4: 3,415 shares; 2026Q1: 3,509 shares; 2026Q2: 3,536 shares; 2026Q3: 3,619 shares 3,619 $478K 0.02% +83 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,646 shares; 2025Q1: 61,953 shares; 2025Q2: 11,533 shares; 2025Q3: 10,361 shares; 2025Q4: 10,102 shares; 2026Q1: 9,843 shares; 2026Q2: 9,566 shares; 2026Q3: 4,375 shares 4,375 $477K 0.02% -5,191 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,728 shares; 2025Q1: 3,732 shares; 2025Q2: 4,139 shares; 2025Q3: 4,139 shares; 2025Q4: 4,144 shares; 2026Q1: 3,737 shares; 2026Q2: 3,736 shares; 2026Q3: 3,718 shares 3,718 $474K 0.02% -18 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,708 shares; 2025Q1: 10,716 shares; 2025Q2: 10,621 shares; 2025Q3: 10,790 shares; 2025Q4: 10,379 shares; 2026Q1: 10,228 shares; 2026Q2: 10,208 shares; 2026Q3: 10,265 shares 10,265 $473K 0.02% +57 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; 2024Q4: 678 shares; 2025Q1: 680 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 693 shares; 2026Q1: 1,159 shares; 2026Q2: 1,408 shares; 2026Q3: 1,453 shares 1,453 $470K 0.02% +45 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; 2024Q4: 687 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 816 shares; 2025Q4: 866 shares; 2026Q1: 860 shares; 2026Q2: 960 shares; 2026Q3: 994 shares 994 $468K 0.02% +34 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; 2024Q4: 2,558 shares; 2025Q1: 3,438 shares; 2025Q2: 2,858 shares; 2025Q3: 2,813 shares; 2025Q4: 2,828 shares; 2026Q1: 5,544 shares; 2026Q2: 6,210 shares; 2026Q3: 6,097 shares 6,097 $467K 0.02% -113 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; 2024Q4: 6,426 shares; 2025Q1: 6,233 shares; 2025Q2: 6,373 shares; 2025Q3: 6,322 shares; 2025Q4: 5,713 shares; 2026Q1: 5,307 shares; 2026Q2: 5,293 shares; 2026Q3: 4,288 shares 4,288 $467K 0.02% -1,005 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; 2024Q4: 4,364 shares; 2025Q1: 4,285 shares; 2025Q2: 4,312 shares; 2025Q3: 4,315 shares; 2025Q4: 4,398 shares; 2026Q1: 4,134 shares; 2026Q2: 3,699 shares; 2026Q3: 4,103 shares 4,103 $466K 0.02% +404 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; 2024Q4: 769 shares; 2025Q1: 818 shares; 2025Q2: 820 shares; 2025Q3: 848 shares; 2025Q4: 804 shares; 2026Q1: 808 shares; 2026Q2: 900 shares; 2026Q3: 987 shares 987 $465K 0.02% +87 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; 2024Q4: 3,804 shares; 2025Q1: 3,801 shares; 2025Q2: 3,854 shares; 2025Q3: 3,966 shares; 2025Q4: 4,164 shares; 2026Q1: 4,291 shares; 2026Q2: 4,260 shares; 2026Q3: 4,329 shares 4,329 $460K 0.02% +69 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,180 shares; 2025Q1: 2,208 shares; 2025Q2: 2,156 shares; 2025Q3: 2,227 shares; 2025Q4: 2,408 shares; 2026Q1: 2,231 shares; 2026Q2: 2,240 shares; 2026Q3: 2,240 shares 2,240 $458K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,583 shares; 2025Q1: 7,807 shares; 2025Q2: 7,589 shares; 2025Q3: 7,334 shares; 2025Q4: 7,389 shares; 2026Q1: 7,365 shares; 2026Q2: 7,366 shares; 2026Q3: 7,173 shares 7,173 $453K 0.02% -193 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,590 shares; 2025Q1: 2,581 shares; 2025Q2: 2,688 shares; 2025Q3: 2,825 shares; 2025Q4: 3,036 shares; 2026Q1: 3,838 shares; 2026Q2: 4,188 shares; 2026Q3: 4,431 shares 4,431 $452K 0.02% +243 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,010 shares; 2025Q1: 5,102 shares; 2025Q2: 5,136 shares; 2025Q3: 5,142 shares; 2025Q4: 5,087 shares; 2026Q1: 3,080 shares; 2026Q2: 4,566 shares; 2026Q3: 3,059 shares 3,059 $450K 0.02% -1,507 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,941 shares; 2025Q1: 12,656 shares; 2025Q2: 13,001 shares; 2025Q3: 12,897 shares; 2025Q4: 13,039 shares; 2026Q1: 13,294 shares; 2026Q2: 12,312 shares; 2026Q3: 12,413 shares 12,413 $449K 0.02% +101 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,947 shares; 2025Q1: 5,935 shares; 2025Q2: 5,112 shares; 2025Q3: 4,997 shares; 2025Q4: 4,537 shares; 2026Q1: 4,553 shares; 2026Q2: 4,207 shares; 2026Q3: 4,461 shares 4,461 $449K 0.02% +254 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 620 shares; 2025Q2: 605 shares; 2025Q3: 607 shares; 2025Q4: 601 shares; 2026Q1: 601 shares; 2026Q2: 601 shares; 2026Q3: 601 shares 601 $448K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,479 shares; 2025Q1: 1,453 shares; 2025Q2: 1,465 shares; 2025Q3: 1,634 shares; 2025Q4: 1,403 shares; 2026Q1: 1,386 shares; 2026Q2: 1,545 shares; 2026Q3: 1,534 shares 1,534 $441K 0.02% -11 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; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 272 shares; 2025Q4: 1,285 shares; 2026Q1: 1,380 shares; 2026Q2: 1,377 shares; 2026Q3: 4,896 shares 4,896 $440K 0.02% +3,519 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,220 shares; 2025Q1: 5,075 shares; 2025Q2: 6,234 shares; 2025Q3: 6,618 shares; 2025Q4: 6,542 shares; 2026Q1: 6,150 shares; 2026Q2: 6,219 shares; 2026Q3: 6,318 shares 6,318 $440K 0.02% +99 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,578 shares; 2025Q1: 2,717 shares; 2025Q2: 1,595 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 1,681 shares; 2026Q2: 1,747 shares; 2026Q3: 1,841 shares 1,841 $438K 0.02% +94 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,905 shares; 2025Q3: 5,677 shares; 2025Q4: 7,600 shares; 2026Q1: 8,422 shares; 2026Q2: 8,612 shares; 2026Q3: 8,950 shares 8,950 $438K 0.02% +338 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,902 shares; 2025Q1: 2,017 shares; 2025Q2: 2,010 shares; 2025Q3: 2,357 shares; 2025Q4: 1,600 shares; 2026Q1: 1,664 shares; 2026Q2: 1,789 shares; 2026Q3: 1,956 shares 1,956 $435K 0.02% +167 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,624 shares; 2025Q1: 10,570 shares; 2025Q2: 11,592 shares; 2025Q3: 10,274 shares; 2025Q4: 10,273 shares; 2026Q1: 8,911 shares; 2026Q2: 9,317 shares; 2026Q3: 9,248 shares 9,248 $434K 0.02% -69 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,592 shares; 2025Q1: 18,733 shares; 2025Q2: 3,479 shares; 2025Q3: 3,020 shares; 2025Q4: 3,365 shares; 2026Q1: 3,218 shares; 2026Q2: 3,173 shares; 2026Q3: 2,354 shares 2,354 $431K 0.02% -819 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,308 shares; 2025Q1: 4,308 shares; 2025Q2: 4,311 shares; 2025Q3: 2,315 shares; 2025Q4: 2,341 shares; 2026Q1: 2,323 shares; 2026Q2: 2,326 shares; 2026Q3: 2,329 shares 2,329 $429K 0.02% +3 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,075 shares; 2025Q1: 11,065 shares; 2025Q2: 10,448 shares; 2025Q3: 9,248 shares; 2025Q4: 9,248 shares; 2026Q1: 9,370 shares; 2026Q2: 7,873 shares; 2026Q3: 15,846 shares 15,846 $426K 0.02% +7,973 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,623 shares; 2025Q1: 4,658 shares; 2025Q2: 4,607 shares; 2025Q3: 3,278 shares; 2025Q4: 3,344 shares; 2026Q1: 3,107 shares; 2026Q2: 2,832 shares; 2026Q3: 2,460 shares 2,460 $425K 0.02% -372 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; 2024Q4: 4,341 shares; 2025Q1: 4,431 shares; 2025Q2: 4,618 shares; 2025Q3: 4,482 shares; 2025Q4: 4,572 shares; 2026Q1: 4,825 shares; 2026Q2: 4,988 shares; 2026Q3: 5,004 shares 5,004 $423K 0.02% +16 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,021 shares; 2025Q1: 1,618 shares; 2025Q2: 1,701 shares; 2025Q3: 1,803 shares; 2025Q4: 1,883 shares; 2026Q1: 2,161 shares; 2026Q2: 2,213 shares; 2026Q3: 2,284 shares 2,284 $422K 0.02% +71 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 717 shares; 2026Q1: 827 shares; 2026Q2: 827 shares; 2026Q3: 812 shares 812 $419K 0.02% -15 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 1,299 shares; 2026Q2: 1,547 shares; 2026Q3: 2,225 shares 2,225 $418K 0.02% +678 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,732 shares; 2025Q1: 11,732 shares; 2025Q2: 11,732 shares; 2025Q3: 11,732 shares; 2025Q4: 11,732 shares; 2026Q1: 11,732 shares; 2026Q2: 11,732 shares; 2026Q3: 12,462 shares 12,462 $415K 0.02% +730 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; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 1,595 shares; 2025Q4: 2,380 shares; 2026Q1: 2,288 shares; 2026Q2: 2,292 shares; 2026Q3: 1,819 shares 1,819 $414K 0.02% -473 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,600 shares; 2026Q3: 1,979 shares 1,979 $411K 0.02% -1,621 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 850 shares; 2025Q4: 5,080 shares; 2026Q1: 7,738 shares; 2026Q2: 8,213 shares; 2026Q3: 8,253 shares 8,253 $411K 0.02% +40 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,710 shares; 2025Q1: 2,396 shares; 2025Q2: 2,541 shares; 2025Q3: 2,788 shares; 2025Q4: 4,300 shares; 2026Q1: 4,617 shares; 2026Q2: 5,224 shares; 2026Q3: 8,768 shares 8,768 $409K 0.02% +3,544 Timeline QTPI EXCHANGE PLACE ADVISORS TRUS More: the full row for EXCHANGE PLACE ADVISORS TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,150 shares; 2025Q4: 14,220 shares; 2026Q1: 16,040 shares; 2026Q2: 16,221 shares; 2026Q3: 16,491 shares 16,491 $407K 0.02% +270 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 700 shares; 2025Q1: 715 shares; 2025Q2: 728 shares; 2025Q3: 741 shares; 2025Q4: 735 shares; 2026Q1: 741 shares; 2026Q2: 747 shares; 2026Q3: 766 shares 766 $403K 0.02% +19 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 37,320 shares 37,320 $401K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,244 shares; 2025Q1: 1,275 shares; 2025Q2: 1,942 shares; 2025Q3: 2,291 shares; 2025Q4: 2,708 shares; 2026Q1: 2,820 shares; 2026Q2: 3,109 shares; 2026Q3: 2,614 shares 2,614 $397K 0.02% -495 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 2,685 shares; 2025Q3: 4,165 shares; 2025Q4: 4,220 shares; 2026Q1: 5,420 shares; 2026Q2: 5,455 shares; 2026Q3: 5,635 shares 5,635 $394K 0.02% +180 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 4,079 shares; 2025Q3: 5,199 shares; 2025Q4: 5,459 shares; 2026Q1: 3,435 shares; 2026Q2: 3,222 shares; 2026Q3: 3,773 shares 3,773 $391K 0.02% +551 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,130 shares; 2025Q1: 10,150 shares; 2025Q2: 9,395 shares; 2025Q3: 6,685 shares; 2025Q4: 6,685 shares; 2026Q1: 7,994 shares; 2026Q2: 7,994 shares; 2026Q3: 7,966 shares 7,966 $391K 0.02% -28 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; 2024Q4: 1,343 shares; 2025Q1: 1,377 shares; 2025Q2: 1,363 shares; 2025Q3: 1,463 shares; 2025Q4: 1,327 shares; 2026Q1: 1,844 shares; 2026Q2: 2,265 shares; 2026Q3: 2,651 shares 2,651 $389K 0.02% +386 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 416 shares; 2025Q1: 8,333 shares; 2025Q2: 8,364 shares; 2025Q3: 9,041 shares; 2025Q4: 14,846 shares; 2026Q1: 14,099 shares; 2026Q2: 3,309 shares; 2026Q3: 3,481 shares 3,481 $388K 0.02% +172 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,444 shares; 2025Q1: 2,444 shares; 2025Q2: 2,444 shares; 2025Q3: 16,239 shares; 2025Q4: 16,239 shares; 2026Q1: 16,239 shares; 2026Q2: 16,239 shares; 2026Q3: 11,160 shares 11,160 $387K 0.02% -5,079 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; 2024Q4: 820 shares; 2025Q1: 967 shares; 2025Q2: 927 shares; 2025Q3: 641 shares; 2025Q4: 767 shares; 2026Q1: 1,551 shares; 2026Q2: 3,228 shares; 2026Q3: 3,993 shares 3,993 $387K 0.02% +765 Timeline TRUP TRUPANION INC More: the full row for TRUPANION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,860 shares; 2025Q1: 13,860 shares; 2025Q2: 13,860 shares; 2025Q3: 14,210 shares; 2025Q4: 14,760 shares; 2026Q1: 12,770 shares; 2026Q2: 14,456 shares; 2026Q3: 14,456 shares 14,456 $386K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 716 shares; 2025Q1: 889 shares; 2025Q2: 891 shares; 2025Q3: 881 shares; 2025Q4: 883 shares; 2026Q1: 884 shares; 2026Q2: 886 shares; 2026Q3: 887 shares 887 $386K 0.02% +1 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; 2024Q4: 6,344 shares; 2025Q1: 6,344 shares; 2025Q2: 6,344 shares; 2025Q3: 6,344 shares; 2025Q4: 6,344 shares; 2026Q1: 6,344 shares; 2026Q2: 8,898 shares; 2026Q3: 9,021 shares 9,021 $383K 0.02% +123 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,763 shares; 2025Q1: 1,781 shares; 2025Q2: 1,790 shares; 2025Q3: 1,735 shares; 2025Q4: 1,737 shares; 2026Q1: 1,734 shares; 2026Q2: 1,837 shares; 2026Q3: 1,840 shares 1,840 $382K 0.02% +3 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; 2024Q4: 4,097 shares; 2025Q1: 3,941 shares; 2025Q2: 3,736 shares; 2025Q3: 3,659 shares; 2025Q4: 3,708 shares; 2026Q1: 3,739 shares; 2026Q2: 3,755 shares; 2026Q3: 3,578 shares 3,578 $382K 0.02% -177 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 570 shares; 2025Q1: 246 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 1,019 shares; 2026Q1: 2,007 shares; 2026Q2: 5,305 shares; 2026Q3: 4,251 shares 4,251 $380K 0.02% -1,054 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,465 shares; 2025Q1: 1,702 shares; 2025Q2: 2,475 shares; 2025Q3: 2,529 shares; 2025Q4: 3,009 shares; 2026Q1: 4,059 shares; 2026Q2: 4,184 shares; 2026Q3: 4,099 shares 4,099 $379K 0.02% -85 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,606 shares; 2025Q1: 8,612 shares; 2025Q2: 8,748 shares; 2025Q3: 5,788 shares; 2025Q4: 5,978 shares; 2026Q1: 6,308 shares; 2026Q2: 6,109 shares; 2026Q3: 5,383 shares 5,383 $378K 0.02% -726 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 299 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 4,417 shares; 2025Q4: 417 shares; 2026Q1: 7,417 shares; 2026Q2: 8,423 shares; 2026Q3: 10,349 shares 10,349 $373K 0.02% +1,926 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,759 shares; 2025Q1: 2,921 shares; 2025Q2: 3,701 shares; 2025Q3: 3,462 shares; 2025Q4: 4,719 shares; 2026Q1: 5,356 shares; 2026Q2: 4,887 shares; 2026Q3: 7,571 shares 7,571 $373K 0.02% +2,684 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,911 shares; 2026Q1: 15,557 shares; 2026Q2: 23,631 shares; 2026Q3: 25,738 shares 25,738 $370K 0.02% +2,107 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,742 shares; 2025Q1: 5,129 shares; 2025Q2: 5,240 shares; 2025Q3: 5,133 shares; 2025Q4: 5,031 shares; 2026Q1: 4,796 shares; 2026Q2: 4,433 shares; 2026Q3: 4,428 shares 4,428 $368K 0.02% -5 Timeline VOOG 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; 2024Q4: 319 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 402 shares; 2025Q4: 389 shares; 2026Q1: 676 shares; 2026Q2: 4,059 shares; 2026Q3: 4,310 shares 4,310 $367K 0.02% +251 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; 2024Q4: 4,229 shares; 2025Q1: 6,808 shares; 2025Q2: 7,084 shares; 2025Q3: 7,136 shares; 2025Q4: 7,362 shares; 2026Q1: 6,638 shares; 2026Q2: 3,603 shares; 2026Q3: 5,282 shares 5,282 $367K 0.02% +1,679 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,575 shares; 2025Q1: 7,674 shares; 2025Q2: 7,290 shares; 2025Q3: 5,785 shares; 2025Q4: 5,908 shares; 2026Q1: 6,354 shares; 2026Q2: 5,375 shares; 2026Q3: 5,384 shares 5,384 $363K 0.02% +9 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,573 shares; 2025Q1: 8,419 shares; 2025Q2: 10,017 shares; 2025Q3: 9,394 shares; 2025Q4: 9,330 shares; 2026Q1: 6,508 shares; 2026Q2: 6,580 shares; 2026Q3: 6,433 shares 6,433 $362K 0.02% -147 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,724 shares; 2025Q1: 3,055 shares; 2025Q2: 3,021 shares; 2025Q3: 2,756 shares; 2025Q4: 2,947 shares; 2026Q1: 2,909 shares; 2026Q2: 2,938 shares; 2026Q3: 2,821 shares 2,821 $360K 0.02% -117 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,699 shares; 2025Q1: 5,699 shares; 2025Q2: 6,754 shares; 2025Q3: 6,754 shares; 2025Q4: 8,444 shares; 2026Q1: 7,871 shares; 2026Q2: 8,597 shares; 2026Q3: 8,747 shares 8,747 $360K 0.02% +150 Timeline