SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,364,739 shares; 2024Q4: 3,228,143 shares; 2025Q1: 3,263,819 shares; 2025Q2: 3,381,658 shares; 2025Q3: 3,538,081 shares; 2025Q4: 3,498,263 shares; 2026Q1: 2,950,100 shares; 2026Q2: 2,888,101 shares 2,888,101 $344M 8.43% -61,999 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,674,349 shares; 2024Q4: 4,586,864 shares; 2025Q1: 5,024,070 shares; 2025Q2: 5,213,790 shares; 2025Q3: 5,608,199 shares; 2025Q4: 5,641,848 shares; 2026Q1: 4,945,272 shares; 2026Q2: 4,938,446 shares 4,938,446 $300M 7.36% -6,826 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,936,463 shares; 2024Q4: 5,718,828 shares; 2025Q1: 7,300,752 shares; 2025Q2: 8,373,700 shares; 2025Q3: 8,942,309 shares; 2025Q4: 8,355,080 shares; 2026Q1: 7,151,527 shares; 2026Q2: 6,983,767 shares 6,983,767 $257M 6.32% -167,760 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479,934 shares; 2024Q4: 482,796 shares; 2025Q1: 544,554 shares; 2025Q2: 560,265 shares; 2025Q3: 579,494 shares; 2025Q4: 1,166,564 shares; 2026Q1: 1,210,914 shares; 2026Q2: 1,268,200 shares 1,268,200 $242M 5.93% +57,286 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,368,898 shares; 2024Q4: 4,405,127 shares; 2025Q1: 4,211,961 shares; 2025Q2: 4,112,120 shares; 2025Q3: 4,325,645 shares; 2025Q4: 4,283,987 shares; 2026Q1: 4,093,030 shares; 2026Q2: 4,000,503 shares 4,000,503 $202M 4.94% -92,527 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,341,848 shares; 2024Q4: 2,401,364 shares; 2025Q1: 3,835,763 shares; 2025Q2: 3,845,566 shares; 2025Q3: 4,235,356 shares; 2025Q4: 4,365,866 shares; 2026Q1: 5,184,845 shares; 2026Q2: 5,333,999 shares 5,333,999 $160M 3.93% +149,154 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,159,419 shares; 2024Q4: 4,232,965 shares; 2025Q1: 3,799,951 shares; 2025Q2: 3,676,968 shares; 2025Q3: 4,023,752 shares; 2025Q4: 3,976,304 shares; 2026Q1: 3,881,816 shares; 2026Q2: 3,796,240 shares 3,796,240 $137M 3.36% -85,576 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,265,320 shares; 2024Q4: 3,244,651 shares; 2025Q1: 3,306,157 shares; 2025Q2: 3,250,699 shares; 2025Q3: 3,443,034 shares; 2025Q4: 3,646,760 shares; 2026Q1: 4,754,445 shares; 2026Q2: 4,753,003 shares 4,753,003 $111M 2.73% -1,442 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,509,919 shares; 2024Q4: 1,016,551 shares; 2025Q1: 963,979 shares; 2025Q2: 616,605 shares; 2025Q3: 636,875 shares; 2025Q4: 1,291,381 shares; 2026Q1: 1,907,315 shares; 2026Q2: 1,956,757 shares 1,956,757 $105M 2.57% +49,442 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,911 shares; 2024Q4: 8,208 shares; 2025Q1: 1,580,815 shares; 2025Q2: 1,665,176 shares; 2025Q3: 1,785,037 shares; 2025Q4: 1,803,133 shares; 2026Q1: 2,327,959 shares; 2026Q2: 2,246,592 shares 2,246,592 $90.5M 2.22% -81,367 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546,335 shares; 2024Q4: 587,012 shares; 2025Q1: 456,320 shares; 2025Q2: 507,613 shares; 2025Q3: 540,981 shares; 2025Q4: 580,994 shares; 2026Q1: 1,002,543 shares; 2026Q2: 1,021,669 shares 1,021,669 $84.4M 2.07% +19,126 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,899,234 shares; 2024Q4: 1,945,534 shares; 2025Q1: 1,275,761 shares; 2025Q2: 1,232,859 shares; 2025Q3: 1,283,845 shares; 2025Q4: 1,301,362 shares; 2026Q1: 1,216,871 shares; 2026Q2: 1,236,917 shares 1,236,917 $72M 1.77% +20,046 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,165,052 shares; 2024Q4: 1,112,922 shares; 2025Q1: 1,166,226 shares; 2025Q2: 1,138,987 shares; 2025Q3: 1,175,525 shares; 2025Q4: 1,141,239 shares; 2026Q1: 1,330,362 shares; 2026Q2: 1,335,026 shares 1,335,026 $69.1M 1.7% +4,664 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; 2024Q3: 266,689 shares; 2024Q4: 388,814 shares; 2025Q1: 424,221 shares; 2025Q2: 437,543 shares; 2025Q3: 381,763 shares; 2025Q4: 374,757 shares; 2026Q1: 376,473 shares; 2026Q2: 379,833 shares 379,833 $60.3M 1.48% +3,360 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,635 shares; 2024Q4: 346,864 shares; 2025Q1: 346,951 shares; 2025Q2: 455,766 shares; 2025Q3: 593,858 shares; 2025Q4: 449,853 shares; 2026Q1: 345,736 shares; 2026Q2: 310,256 shares 310,256 $57.5M 1.41% -35,480 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,978,820 shares; 2025Q2: 2,086,473 shares; 2025Q3: 2,196,521 shares; 2025Q4: 2,256,536 shares; 2026Q1: 2,167,242 shares; 2026Q2: 2,230,802 shares 2,230,802 $49.8M 1.22% +63,560 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,389 shares; 2024Q4: 373,335 shares; 2025Q1: 409,485 shares; 2025Q2: 415,610 shares; 2025Q3: 454,843 shares; 2025Q4: 341,500 shares; 2026Q1: 486,217 shares; 2026Q2: 596,228 shares 596,228 $49.5M 1.21% +110,011 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459,339 shares; 2024Q4: 443,338 shares; 2025Q1: 444,378 shares; 2025Q2: 433,937 shares; 2025Q3: 449,503 shares; 2025Q4: 438,397 shares; 2026Q1: 415,222 shares; 2026Q2: 403,189 shares 403,189 $49.1M 1.2% -12,033 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,209 shares; 2024Q4: 177,563 shares; 2025Q1: 200,598 shares; 2025Q2: 201,702 shares; 2025Q3: 141,683 shares; 2025Q4: 391,618 shares; 2026Q1: 400,555 shares; 2026Q2: 406,747 shares 406,747 $47.7M 1.17% +6,192 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 701,629 shares; 2024Q4: 739,980 shares; 2025Q1: 709,044 shares; 2025Q2: 771,916 shares; 2025Q3: 840,612 shares; 2025Q4: 880,626 shares; 2026Q1: 849,291 shares; 2026Q2: 913,266 shares 913,266 $47.2M 1.16% +63,975 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,452 shares; 2024Q4: 372,681 shares; 2025Q1: 327,150 shares; 2025Q2: 308,268 shares; 2025Q3: 318,906 shares; 2025Q4: 312,132 shares; 2026Q1: 287,330 shares; 2026Q2: 283,898 shares 283,898 $43.8M 1.07% -3,432 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,574 shares; 2024Q4: 118,983 shares; 2025Q1: 129,951 shares; 2025Q2: 134,069 shares; 2025Q3: 132,721 shares; 2025Q4: 137,500 shares; 2026Q1: 145,417 shares; 2026Q2: 147,592 shares 147,592 $42.7M 1.05% +2,175 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512,337 shares; 2024Q4: 980,880 shares; 2025Q1: 996,621 shares; 2025Q2: 1,033,047 shares; 2025Q3: 1,022,291 shares; 2025Q4: 1,041,339 shares; 2026Q1: 1,579,745 shares; 2026Q2: 1,580,881 shares 1,580,881 $41.9M 1.03% +1,136 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 806,679 shares; 2024Q4: 788,274 shares; 2025Q1: 971,421 shares; 2025Q2: 963,965 shares; 2025Q3: 1,025,364 shares; 2025Q4: 1,056,728 shares; 2026Q1: 917,501 shares; 2026Q2: 913,389 shares 913,389 $40.2M 0.99% -4,112 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494,561 shares; 2024Q4: 493,859 shares; 2025Q1: 510,658 shares; 2025Q2: 503,551 shares; 2025Q3: 520,521 shares; 2025Q4: 537,679 shares; 2026Q1: 527,959 shares; 2026Q2: 531,412 shares 531,412 $40M 0.98% +3,453 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 657,658 shares; 2025Q1: 2,000,185 shares; 2025Q2: 2,092,069 shares; 2025Q3: 2,183,198 shares; 2025Q4: 2,153,251 shares; 2026Q1: 2,147,548 shares; 2026Q2: 2,184,822 shares 2,184,822 $39.1M 0.96% +37,274 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,025 shares; 2024Q4: 109,833 shares; 2025Q1: 117,286 shares; 2025Q2: 132,810 shares; 2025Q3: 150,843 shares; 2025Q4: 170,899 shares; 2026Q1: 182,285 shares; 2026Q2: 194,777 shares 194,777 $39M 0.96% +12,492 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,304 shares; 2024Q4: 527,784 shares; 2025Q1: 1,235,104 shares; 2025Q2: 1,380,246 shares; 2025Q3: 1,491,941 shares; 2025Q4: 1,590,182 shares; 2026Q1: 1,531,355 shares; 2026Q2: 1,527,811 shares 1,527,811 $37.7M 0.92% -3,544 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,054 shares; 2024Q4: 447,786 shares; 2025Q1: 495,056 shares; 2025Q2: 355,743 shares; 2025Q3: 474,919 shares; 2025Q4: 478,734 shares; 2026Q1: 330,655 shares; 2026Q2: 326,682 shares 326,682 $35M 0.86% -3,973 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,184 shares; 2024Q4: 139,177 shares; 2025Q1: 142,524 shares; 2025Q2: 148,913 shares; 2025Q3: 147,468 shares; 2025Q4: 147,445 shares; 2026Q1: 145,145 shares; 2026Q2: 139,306 shares 139,306 $33M 0.81% -5,839 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,356 shares; 2025Q1: 380,177 shares; 2025Q2: 396,663 shares; 2025Q3: 416,546 shares; 2025Q4: 414,397 shares; 2026Q1: 412,560 shares; 2026Q2: 404,310 shares 404,310 $29.8M 0.73% -8,250 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970,739 shares; 2024Q4: 989,377 shares; 2025Q1: 1,028,813 shares; 2025Q2: 1,011,581 shares; 2025Q3: 1,082,928 shares; 2025Q4: 1,095,176 shares; 2026Q1: 1,063,984 shares; 2026Q2: 1,079,040 shares 1,079,040 $28.3M 0.69% +15,056 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; 2024Q3: 385,783 shares; 2024Q4: 382,726 shares; 2025Q1: 381,842 shares; 2025Q2: 374,492 shares; 2025Q3: 395,253 shares; 2025Q4: 404,489 shares; 2026Q1: 406,173 shares; 2026Q2: 412,915 shares 412,915 $27.8M 0.68% +6,742 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600,848 shares; 2024Q4: 653,176 shares; 2025Q1: 574,847 shares; 2025Q2: 610,675 shares; 2025Q3: 648,259 shares; 2025Q4: 668,022 shares; 2026Q1: 595,320 shares; 2026Q2: 648,270 shares 648,270 $26.7M 0.66% +52,950 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; 2024Q3: 152,102 shares; 2024Q4: 159,833 shares; 2025Q1: 206,905 shares; 2025Q2: 232,178 shares; 2025Q3: 251,959 shares; 2025Q4: 264,962 shares; 2026Q1: 296,765 shares; 2026Q2: 320,063 shares 320,063 $26.4M 0.65% +23,298 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461,030 shares; 2024Q4: 689,091 shares; 2025Q1: 732,830 shares; 2025Q2: 712,649 shares; 2025Q3: 716,028 shares; 2025Q4: 940,761 shares; 2026Q1: 848,823 shares; 2026Q2: 806,621 shares 806,621 $24.9M 0.61% -42,202 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 774,981 shares; 2024Q4: 841,915 shares; 2025Q1: 874,806 shares; 2025Q2: 910,897 shares; 2025Q3: 918,991 shares; 2025Q4: 931,305 shares; 2026Q1: 934,502 shares; 2026Q2: 955,598 shares 955,598 $24.4M 0.6% +21,096 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,669 shares; 2024Q4: 35,353 shares; 2025Q1: 39,472 shares; 2025Q2: 41,986 shares; 2025Q3: 44,343 shares; 2025Q4: 47,131 shares; 2026Q1: 52,701 shares; 2026Q2: 57,359 shares 57,359 $21.4M 0.52% +4,658 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,793 shares; 2024Q4: 68,551 shares; 2025Q1: 87,572 shares; 2025Q2: 91,807 shares; 2025Q3: 101,187 shares; 2025Q4: 102,199 shares; 2026Q1: 101,702 shares; 2026Q2: 107,901 shares 107,901 $21.3M 0.52% +6,199 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,356 shares; 2024Q4: 206,796 shares; 2025Q1: 226,554 shares; 2025Q2: 306,230 shares; 2025Q3: 203,020 shares; 2025Q4: 415,134 shares; 2026Q1: 419,797 shares; 2026Q2: 415,988 shares 415,988 $21.1M 0.52% -3,809 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,647 shares; 2024Q4: 489,219 shares; 2025Q1: 546,435 shares; 2025Q2: 616,474 shares; 2025Q3: 619,829 shares; 2025Q4: 623,081 shares; 2026Q1: 623,927 shares; 2026Q2: 632,443 shares 632,443 $20.1M 0.49% +8,516 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,783 shares; 2024Q4: 217,848 shares; 2025Q1: 225,570 shares; 2025Q2: 237,591 shares; 2025Q3: 239,623 shares; 2025Q4: 218,742 shares; 2026Q1: 220,785 shares; 2026Q2: 221,997 shares 221,997 $19.5M 0.48% +1,212 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,291 shares; 2024Q4: 40,327 shares; 2025Q1: 44,564 shares; 2025Q2: 51,445 shares; 2025Q3: 56,124 shares; 2025Q4: 64,358 shares; 2026Q1: 69,923 shares; 2026Q2: 73,039 shares 73,039 $17.4M 0.43% +3,116 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; 2024Q3: 45,666 shares; 2024Q4: 44,883 shares; 2025Q1: 41,439 shares; 2025Q2: 42,933 shares; 2025Q3: 46,403 shares; 2025Q4: 46,487 shares; 2026Q1: 49,979 shares; 2026Q2: 52,638 shares 52,638 $16.1M 0.4% +2,659 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; 2024Q3: 217,555 shares; 2024Q4: 226,886 shares; 2025Q1: 339,541 shares; 2025Q2: 361,849 shares; 2025Q3: 380,569 shares; 2025Q4: 391,381 shares; 2026Q1: 422,760 shares; 2026Q2: 455,568 shares 455,568 $16M 0.39% +32,808 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,167 shares; 2024Q4: 294,884 shares; 2025Q1: 338,216 shares; 2025Q2: 356,569 shares; 2025Q3: 371,974 shares; 2025Q4: 382,785 shares; 2026Q1: 372,399 shares; 2026Q2: 394,851 shares 394,851 $15.6M 0.38% +22,452 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,699 shares; 2024Q4: 206,752 shares; 2025Q1: 216,482 shares; 2025Q2: 241,410 shares; 2025Q3: 245,475 shares; 2025Q4: 245,024 shares; 2026Q1: 250,349 shares; 2026Q2: 249,443 shares 249,443 $15.5M 0.38% -906 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,595 shares; 2024Q4: 129,809 shares; 2025Q1: 207,062 shares; 2025Q2: 210,759 shares; 2025Q3: 288,555 shares; 2025Q4: 508,163 shares; 2026Q1: 319,840 shares; 2026Q2: 283,956 shares 283,956 $15.1M 0.37% -35,884 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,462 shares; 2024Q4: 205,604 shares; 2025Q1: 207,419 shares; 2025Q2: 215,910 shares; 2025Q3: 226,486 shares; 2025Q4: 231,213 shares; 2026Q1: 342,023 shares; 2026Q2: 364,776 shares 364,776 $14.7M 0.36% +22,753 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,688 shares; 2024Q4: 208,306 shares; 2025Q1: 220,680 shares; 2025Q2: 224,245 shares; 2025Q3: 233,992 shares; 2025Q4: 470,590 shares; 2026Q1: 662,409 shares; 2026Q2: 320,069 shares 320,069 $14.5M 0.36% -342,340 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,122 shares; 2024Q4: 19,035 shares; 2025Q1: 22,442 shares; 2025Q2: 27,092 shares; 2025Q3: 31,185 shares; 2025Q4: 34,830 shares; 2026Q1: 37,794 shares; 2026Q2: 39,867 shares 39,867 $14.2M 0.35% +2,073 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,830 shares; 2024Q4: 150,492 shares; 2025Q1: 153,235 shares; 2025Q2: 149,897 shares; 2025Q3: 147,840 shares; 2025Q4: 146,374 shares; 2026Q1: 148,628 shares; 2026Q2: 309,557 shares 309,557 $13.4M 0.33% +160,929 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,984 shares; 2024Q4: 16,369 shares; 2025Q1: 19,355 shares; 2025Q2: 22,613 shares; 2025Q3: 24,919 shares; 2025Q4: 26,830 shares; 2026Q1: 28,983 shares; 2026Q2: 31,453 shares 31,453 $13.2M 0.32% +2,470 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,387 shares; 2024Q4: 22,842 shares; 2025Q1: 25,990 shares; 2025Q2: 29,374 shares; 2025Q3: 32,382 shares; 2025Q4: 36,196 shares; 2026Q1: 35,435 shares; 2026Q2: 37,077 shares 37,077 $13.1M 0.32% +1,642 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 332,048 shares; 2025Q2: 364,584 shares; 2025Q3: 415,465 shares; 2025Q4: 484,825 shares; 2026Q1: 529,043 shares; 2026Q2: 518,155 shares 518,155 $13M 0.32% -10,888 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,511 shares; 2024Q4: 15,655 shares; 2025Q1: 39,547 shares; 2025Q2: 34,197 shares; 2025Q3: 20,618 shares; 2025Q4: 20,277 shares; 2026Q1: 18,796 shares; 2026Q2: 15,953 shares 15,953 $11.9M 0.29% -2,843 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,197 shares; 2024Q4: 32,876 shares; 2025Q1: 28,792 shares; 2025Q2: 29,842 shares; 2025Q3: 32,214 shares; 2025Q4: 32,717 shares; 2026Q1: 45,785 shares; 2026Q2: 48,560 shares 48,560 $11.8M 0.29% +2,775 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,168 shares; 2024Q4: 298,590 shares; 2025Q1: 366,326 shares; 2025Q2: 422,336 shares; 2025Q3: 429,983 shares; 2025Q4: 428,950 shares; 2026Q1: 473,691 shares; 2026Q2: 507,769 shares 507,769 $11.7M 0.29% +34,078 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,565 shares; 2024Q4: 91,521 shares; 2025Q1: 88,604 shares; 2025Q2: 93,526 shares; 2025Q3: 98,469 shares; 2025Q4: 102,680 shares; 2026Q1: 193,907 shares; 2026Q2: 198,674 shares 198,674 $10.7M 0.26% +4,767 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,020 shares; 2024Q4: 128,083 shares; 2025Q1: 134,434 shares; 2025Q2: 128,189 shares; 2025Q3: 128,367 shares; 2025Q4: 130,403 shares; 2026Q1: 135,973 shares; 2026Q2: 135,810 shares 135,810 $10.5M 0.26% -163 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,723 shares; 2024Q4: 232,296 shares; 2025Q1: 289,911 shares; 2025Q2: 335,165 shares; 2025Q3: 353,196 shares; 2025Q4: 390,380 shares; 2026Q1: 432,133 shares; 2026Q2: 465,244 shares 465,244 $10.4M 0.26% +33,111 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,060 shares; 2024Q4: 19,829 shares; 2025Q1: 21,234 shares; 2025Q2: 22,364 shares; 2025Q3: 24,513 shares; 2025Q4: 24,799 shares; 2026Q1: 26,326 shares; 2026Q2: 27,456 shares 27,456 $10M 0.25% +1,130 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,072 shares; 2024Q4: 6,919 shares; 2025Q1: 8,435 shares; 2025Q2: 9,530 shares; 2025Q3: 11,224 shares; 2025Q4: 12,697 shares; 2026Q1: 14,500 shares; 2026Q2: 17,351 shares 17,351 $9.78M 0.24% +2,851 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,688 shares; 2024Q4: 68,855 shares; 2025Q1: 103,002 shares; 2025Q2: 111,753 shares; 2025Q3: 120,971 shares; 2025Q4: 127,762 shares; 2026Q1: 223,527 shares; 2026Q2: 238,078 shares 238,078 $9.24M 0.23% +14,551 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,126 shares; 2024Q4: 52,497 shares; 2025Q1: 171,607 shares; 2025Q2: 183,768 shares; 2025Q3: 193,858 shares; 2025Q4: 199,911 shares; 2026Q1: 213,010 shares; 2026Q2: 227,732 shares 227,732 $9.14M 0.22% +14,722 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,618 shares; 2024Q4: 3,751 shares; 2025Q1: 4,168 shares; 2025Q2: 4,645 shares; 2025Q3: 5,250 shares; 2025Q4: 6,040 shares; 2026Q1: 6,191 shares; 2026Q2: 7,238 shares 7,238 $8.68M 0.21% +1,047 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,501 shares; 2024Q4: 10,104 shares; 2025Q1: 10,637 shares; 2025Q2: 11,969 shares; 2025Q3: 12,391 shares; 2025Q4: 13,221 shares; 2026Q1: 14,297 shares; 2026Q2: 16,722 shares 16,722 $8.37M 0.21% +2,425 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,666 shares; 2024Q4: 10,953 shares; 2025Q1: 11,167 shares; 2025Q2: 10,417 shares; 2025Q3: 9,757 shares; 2025Q4: 10,182 shares; 2026Q1: 11,530 shares; 2026Q2: 10,869 shares 10,869 $7.86M 0.19% -661 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,827 shares; 2024Q4: 4,990 shares; 2025Q1: 5,052 shares; 2025Q2: 5,275 shares; 2025Q3: 5,471 shares; 2025Q4: 5,786 shares; 2026Q1: 6,044 shares; 2026Q2: 7,135 shares 7,135 $7.6M 0.19% +1,091 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,310 shares; 2024Q4: 13,473 shares; 2025Q1: 14,971 shares; 2025Q2: 15,195 shares; 2025Q3: 18,533 shares; 2025Q4: 18,987 shares; 2026Q1: 22,978 shares; 2026Q2: 49,531 shares 49,531 $7.26M 0.18% +26,553 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,744 shares; 2024Q4: 26,653 shares; 2025Q1: 23,472 shares; 2025Q2: 23,653 shares; 2025Q3: 23,099 shares; 2025Q4: 19,075 shares; 2026Q1: 19,708 shares; 2026Q2: 19,577 shares 19,577 $7.25M 0.18% -131 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,147 shares; 2024Q4: 15,223 shares; 2025Q1: 14,910 shares; 2025Q2: 15,361 shares; 2025Q3: 14,912 shares; 2025Q4: 14,493 shares; 2026Q1: 14,372 shares; 2026Q2: 83,149 shares 83,149 $7.16M 0.18% +68,777 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,667 shares; 2024Q4: 186,214 shares; 2025Q1: 222,977 shares; 2025Q2: 265,313 shares; 2025Q3: 280,081 shares; 2025Q4: 286,098 shares; 2026Q1: 302,172 shares; 2026Q2: 327,100 shares 327,100 $7.11M 0.17% +24,928 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; 2024Q3: 104,607 shares; 2024Q4: 150,256 shares; 2025Q1: 190,064 shares; 2025Q2: 168,395 shares; 2025Q3: 186,454 shares; 2025Q4: 160,989 shares; 2026Q1: 143,988 shares; 2026Q2: 136,583 shares 136,583 $6.91M 0.17% -7,405 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,882 shares; 2024Q4: 11,886 shares; 2025Q1: 12,808 shares; 2025Q2: 13,044 shares; 2025Q3: 12,803 shares; 2025Q4: 13,405 shares; 2026Q1: 13,566 shares; 2026Q2: 20,476 shares 20,476 $6.7M 0.16% +6,910 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,420 shares; 2024Q4: 29,408 shares; 2025Q1: 33,665 shares; 2025Q2: 31,327 shares; 2025Q3: 37,469 shares; 2025Q4: 52,199 shares; 2026Q1: 52,223 shares; 2026Q2: 57,915 shares 57,915 $6.56M 0.16% +5,692 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,576 shares; 2024Q4: 51,543 shares; 2025Q1: 66,992 shares; 2025Q2: 85,037 shares; 2025Q3: 60,040 shares; 2025Q4: 59,842 shares; 2026Q1: 90,145 shares; 2026Q2: 115,968 shares 115,968 $5.83M 0.14% +25,823 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,990 shares; 2024Q4: 34,970 shares; 2025Q1: 36,945 shares; 2025Q2: 37,147 shares; 2025Q3: 37,112 shares; 2025Q4: 37,062 shares; 2026Q1: 36,932 shares; 2026Q2: 137,093 shares 137,093 $5.66M 0.14% +100,161 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,731 shares; 2024Q4: 7,216 shares; 2025Q1: 8,431 shares; 2025Q2: 8,357 shares; 2025Q3: 11,487 shares; 2025Q4: 12,985 shares; 2026Q1: 16,504 shares; 2026Q2: 22,094 shares 22,094 $5.61M 0.14% +5,590 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,149 shares; 2024Q4: 32,267 shares; 2025Q1: 35,633 shares; 2025Q2: 38,287 shares; 2025Q3: 40,642 shares; 2025Q4: 34,121 shares; 2026Q1: 35,973 shares; 2026Q2: 38,417 shares 38,417 $5.25M 0.13% +2,444 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,846 shares; 2024Q4: not reported; 2025Q1: 64,238 shares; 2025Q2: 104,928 shares; 2025Q3: 103,505 shares; 2025Q4: 102,690 shares; 2026Q1: 111,910 shares; 2026Q2: 118,670 shares 118,670 $5.11M 0.13% +6,760 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 151,108 shares; 2025Q1: 167,516 shares; 2025Q2: 183,877 shares; 2025Q3: 193,022 shares; 2025Q4: 209,315 shares; 2026Q1: 217,659 shares; 2026Q2: 229,603 shares 229,603 $4.85M 0.12% +11,944 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,066 shares; 2024Q4: 49,756 shares; 2025Q1: 50,355 shares; 2025Q2: 49,549 shares; 2025Q3: 55,642 shares; 2025Q4: 55,181 shares; 2026Q1: 62,331 shares; 2026Q2: 60,121 shares 60,121 $4.54M 0.11% -2,210 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,990 shares; 2024Q4: 69,740 shares; 2025Q1: 17,782 shares; 2025Q2: 17,782 shares; 2025Q3: 17,782 shares; 2025Q4: 17,782 shares; 2026Q1: 60,568 shares; 2026Q2: 86,672 shares 86,672 $4.14M 0.1% +26,104 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,174 shares; 2024Q4: 33,084 shares; 2025Q1: 31,413 shares; 2025Q2: 30,421 shares; 2025Q3: 30,739 shares; 2025Q4: 28,295 shares; 2026Q1: 68,549 shares; 2026Q2: 83,486 shares 83,486 $4.06M 0.1% +14,937 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,058 shares; 2024Q4: 9,346 shares; 2025Q1: 9,960 shares; 2025Q2: 10,399 shares; 2025Q3: 10,931 shares; 2025Q4: 8,316 shares; 2026Q1: 8,946 shares; 2026Q2: 5,746 shares 5,746 $3.95M 0.1% -3,200 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,448 shares; 2024Q4: 2,684 shares; 2025Q1: 3,602 shares; 2025Q2: 4,046 shares; 2025Q3: 5,452 shares; 2025Q4: 5,985 shares; 2026Q1: 8,821 shares; 2026Q2: 10,544 shares 10,544 $3.94M 0.1% +1,723 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,881 shares; 2024Q4: 2,051 shares; 2025Q1: 2,308 shares; 2025Q2: 2,619 shares; 2025Q3: 2,877 shares; 2025Q4: 33,495 shares; 2026Q1: 48,908 shares; 2026Q2: 54,000 shares 54,000 $3.86M 0.09% +5,092 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,439 shares; 2026Q1: 146,571 shares; 2026Q2: 148,157 shares 148,157 $3.82M 0.09% +1,586 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,653 shares; 2024Q4: 15,386 shares; 2025Q1: 15,643 shares; 2025Q2: 17,089 shares; 2025Q3: 19,883 shares; 2025Q4: 22,622 shares; 2026Q1: 27,383 shares; 2026Q2: 42,470 shares 42,470 $3.73M 0.09% +15,087 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,138 shares; 2024Q4: 5,636 shares; 2025Q1: 5,187 shares; 2025Q2: 5,610 shares; 2025Q3: 5,970 shares; 2025Q4: 7,398 shares; 2026Q1: 8,181 shares; 2026Q2: 6,365 shares 6,365 $3.7M 0.09% -1,816 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,918 shares; 2024Q4: 112,192 shares; 2025Q1: 110,916 shares; 2025Q2: 110,470 shares; 2025Q3: 110,202 shares; 2025Q4: 108,101 shares; 2026Q1: 107,317 shares; 2026Q2: 103,834 shares 103,834 $3.54M 0.09% -3,483 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,784 shares; 2026Q2: 62,147 shares 62,147 $3.51M 0.09% +9,363 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,581 shares; 2024Q4: 214,754 shares; 2025Q1: 248,304 shares; 2025Q2: 272,296 shares; 2025Q3: 212,221 shares; 2025Q4: 218,622 shares; 2026Q1: 231,148 shares; 2026Q2: 176,861 shares 176,861 $3.48M 0.09% -54,287 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; 2024Q3: 125,049 shares; 2024Q4: 93,161 shares; 2025Q1: 90,894 shares; 2025Q2: 87,795 shares; 2025Q3: 88,139 shares; 2025Q4: 86,334 shares; 2026Q1: 86,465 shares; 2026Q2: 72,040 shares 72,040 $3.47M 0.09% -14,425 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: 585 shares; 2025Q1: 709 shares; 2025Q2: 941 shares; 2025Q3: 1,027 shares; 2025Q4: 1,267 shares; 2026Q1: 1,142 shares; 2026Q2: 11,345 shares 11,345 $3.42M 0.08% +10,203 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,211 shares; 2024Q4: 136,766 shares; 2025Q1: 131,146 shares; 2025Q2: 137,829 shares; 2025Q3: 139,329 shares; 2025Q4: 138,909 shares; 2026Q1: 138,167 shares; 2026Q2: 70,020 shares 70,020 $3.42M 0.08% -68,147 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,220 shares; 2024Q4: 2,925 shares; 2025Q1: 3,031 shares; 2025Q2: 2,844 shares; 2025Q3: 2,877 shares; 2025Q4: 3,663 shares; 2026Q1: 4,027 shares; 2026Q2: 4,534 shares 4,534 $3.4M 0.08% +507 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,547 shares; 2024Q4: 17,008 shares; 2025Q1: 14,660 shares; 2025Q2: 16,575 shares; 2025Q3: 14,029 shares; 2025Q4: 14,629 shares; 2026Q1: 16,131 shares; 2026Q2: 15,410 shares 15,410 $3.36M 0.08% -721 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699 shares; 2024Q4: 1,852 shares; 2025Q1: 2,259 shares; 2025Q2: 2,917 shares; 2025Q3: 4,316 shares; 2025Q4: 5,436 shares; 2026Q1: 6,373 shares; 2026Q2: 9,818 shares 9,818 $3.35M 0.08% +3,445 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,580 shares; 2024Q4: 5,044 shares; 2025Q1: 5,592 shares; 2025Q2: 5,946 shares; 2025Q3: 6,274 shares; 2025Q4: 6,882 shares; 2026Q1: 7,884 shares; 2026Q2: 9,745 shares 9,745 $3.34M 0.08% +1,861 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,369 shares; 2024Q4: 4,658 shares; 2025Q1: 6,349 shares; 2025Q2: 8,197 shares; 2025Q3: 12,103 shares; 2025Q4: 13,875 shares; 2026Q1: 15,789 shares; 2026Q2: 18,053 shares 18,053 $3.27M 0.08% +2,264 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,569 shares; 2024Q4: 72,569 shares; 2025Q1: 72,570 shares; 2025Q2: 72,569 shares; 2025Q3: 72,569 shares; 2025Q4: 72,569 shares; 2026Q1: 72,569 shares; 2026Q2: 72,569 shares 72,569 $3.23M 0.08% 0 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; 2024Q3: 60,089 shares; 2024Q4: 59,933 shares; 2025Q1: 68,711 shares; 2025Q2: 69,571 shares; 2025Q3: 64,276 shares; 2025Q4: 64,256 shares; 2026Q1: 49,593 shares; 2026Q2: 75,972 shares 75,972 $3.21M 0.08% +26,379 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,892 shares; 2024Q4: 7,591 shares; 2025Q1: 8,394 shares; 2025Q2: 7,991 shares; 2025Q3: 8,394 shares; 2025Q4: 8,413 shares; 2026Q1: 8,576 shares; 2026Q2: 8,934 shares 8,934 $3.15M 0.08% +358 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,188 shares; 2024Q4: 37,634 shares; 2025Q1: 34,105 shares; 2025Q2: 33,980 shares; 2025Q3: 33,980 shares; 2025Q4: 50,860 shares; 2026Q1: 50,760 shares; 2026Q2: 68,525 shares 68,525 $3.04M 0.07% +17,765 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,298 shares; 2024Q4: not reported; 2025Q1: 183,697 shares; 2025Q2: 111,247 shares; 2025Q3: 61,124 shares; 2025Q4: 64,723 shares; 2026Q1: 51,726 shares; 2026Q2: 50,793 shares 50,793 $3.03M 0.07% -933 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,775 shares; 2026Q1: 1,872 shares; 2026Q2: 2,602 shares 2,602 $3.01M 0.07% +730 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,792 shares; 2024Q4: 15,962 shares; 2025Q1: 15,973 shares; 2025Q2: 15,902 shares; 2025Q3: 16,931 shares; 2025Q4: 16,234 shares; 2026Q1: 19,042 shares; 2026Q2: 23,352 shares 23,352 $2.96M 0.07% +4,310 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,429 shares; 2026Q2: 18,208 shares 18,208 $2.94M 0.07% +13,779 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; 2024Q3: 42,463 shares; 2024Q4: 38,357 shares; 2025Q1: 37,491 shares; 2025Q2: 36,565 shares; 2025Q3: 36,922 shares; 2025Q4: 38,797 shares; 2026Q1: 39,071 shares; 2026Q2: 36,103 shares 36,103 $2.93M 0.07% -2,968 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,423 shares; 2024Q4: 148,181 shares; 2025Q1: 142,559 shares; 2025Q2: 143,249 shares; 2025Q3: 228,802 shares; 2025Q4: 230,134 shares; 2026Q1: 230,925 shares; 2026Q2: 63,105 shares 63,105 $2.88M 0.07% -167,820 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,037 shares; 2024Q4: 7,359 shares; 2025Q1: 8,378 shares; 2025Q2: 7,844 shares; 2025Q3: 8,835 shares; 2025Q4: 10,186 shares; 2026Q1: 10,469 shares; 2026Q2: 10,236 shares 10,236 $2.88M 0.07% -233 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,280 shares; 2024Q4: 4,262 shares; 2025Q1: 4,555 shares; 2025Q2: 5,486 shares; 2025Q3: 5,687 shares; 2025Q4: 5,505 shares; 2026Q1: 6,174 shares; 2026Q2: 6,777 shares 6,777 $2.82M 0.07% +603 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,686 shares; 2024Q4: 17,323 shares; 2025Q1: 19,054 shares; 2025Q2: 18,617 shares; 2025Q3: 17,135 shares; 2025Q4: 21,806 shares; 2026Q1: 24,759 shares; 2026Q2: 34,253 shares 34,253 $2.78M 0.07% +9,494 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,711 shares; 2024Q4: 31,543 shares; 2025Q1: 31,577 shares; 2025Q2: 32,956 shares; 2025Q3: 33,096 shares; 2025Q4: 34,268 shares; 2026Q1: 37,293 shares; 2026Q2: 36,575 shares 36,575 $2.77M 0.07% -718 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,662 shares; 2024Q4: 8,324 shares; 2025Q1: 9,307 shares; 2025Q2: 9,443 shares; 2025Q3: 12,153 shares; 2025Q4: 11,746 shares; 2026Q1: 13,066 shares; 2026Q2: 16,562 shares 16,562 $2.75M 0.07% +3,496 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,991 shares; 2024Q4: 3,115 shares; 2025Q1: 3,141 shares; 2025Q2: 3,473 shares; 2025Q3: 3,185 shares; 2025Q4: 3,203 shares; 2026Q1: 2,837 shares; 2026Q2: 2,835 shares 2,835 $2.66M 0.07% -2 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,139 shares; 2024Q4: 1,990 shares; 2025Q1: 2,139 shares; 2025Q2: 2,397 shares; 2025Q3: 2,535 shares; 2025Q4: 4,664 shares; 2026Q1: 5,150 shares; 2026Q2: 5,113 shares 5,113 $2.61M 0.06% -37 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,438 shares; 2024Q4: 119,669 shares; 2025Q1: 134,284 shares; 2025Q2: 133,152 shares; 2025Q3: 138,870 shares; 2025Q4: 137,325 shares; 2026Q1: 135,083 shares; 2026Q2: 76,995 shares 76,995 $2.61M 0.06% -58,088 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173,648 shares; 2026Q1: not reported; 2026Q2: 193,822 shares 193,822 $2.52M 0.06% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,193 shares; 2024Q4: 4,347 shares; 2025Q1: 5,030 shares; 2025Q2: 5,731 shares; 2025Q3: 7,011 shares; 2025Q4: 7,455 shares; 2026Q1: 8,260 shares; 2026Q2: 9,774 shares 9,774 $2.46M 0.06% +1,514 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; 2024Q3: 35,987 shares; 2024Q4: 35,747 shares; 2025Q1: 39,031 shares; 2025Q2: 40,539 shares; 2025Q3: 44,961 shares; 2025Q4: 44,961 shares; 2026Q1: 48,526 shares; 2026Q2: 53,273 shares 53,273 $2.45M 0.06% +4,747 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,164,344 shares; 2024Q4: 2,161,914 shares; 2025Q1: 292,033 shares; 2025Q2: 185,769 shares; 2025Q3: 233,954 shares; 2025Q4: 304,271 shares; 2026Q1: 200,705 shares; 2026Q2: 99,693 shares 99,693 $2.42M 0.06% -101,012 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,356 shares; 2024Q4: 13,046 shares; 2025Q1: 14,837 shares; 2025Q2: 14,829 shares; 2025Q3: 15,716 shares; 2025Q4: 15,039 shares; 2026Q1: 18,204 shares; 2026Q2: 21,367 shares 21,367 $2.3M 0.06% +3,163 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,838 shares; 2024Q4: 3,804 shares; 2025Q1: 5,849 shares; 2025Q2: 7,716 shares; 2025Q3: 10,830 shares; 2025Q4: 12,193 shares; 2026Q1: 14,037 shares; 2026Q2: 15,745 shares 15,745 $2.28M 0.06% +1,708 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,502 shares; 2024Q4: 3,658 shares; 2025Q1: 3,538 shares; 2025Q2: 3,528 shares; 2025Q3: 3,621 shares; 2025Q4: 3,733 shares; 2026Q1: 4,357 shares; 2026Q2: 3,477 shares 3,477 $2.23M 0.05% -880 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; 2024Q3: not reported; 2024Q4: 28,560 shares; 2025Q1: 27,385 shares; 2025Q2: 26,963 shares; 2025Q3: 26,732 shares; 2025Q4: 24,893 shares; 2026Q1: 25,463 shares; 2026Q2: 23,177 shares 23,177 $2.18M 0.05% -2,286 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,529 shares; 2024Q4: 8,505 shares; 2025Q1: 8,342 shares; 2025Q2: 9,406 shares; 2025Q3: 10,962 shares; 2025Q4: 9,405 shares; 2026Q1: 9,010 shares; 2026Q2: 8,609 shares 8,609 $2.17M 0.05% -401 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,813 shares; 2025Q4: 6,627 shares; 2026Q1: 7,085 shares; 2026Q2: 15,504 shares 15,504 $2.17M 0.05% +8,419 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,817 shares; 2024Q4: 28,515 shares; 2025Q1: 32,021 shares; 2025Q2: 33,103 shares; 2025Q3: 34,098 shares; 2025Q4: 34,628 shares; 2026Q1: 36,902 shares; 2026Q2: 37,478 shares 37,478 $2.14M 0.05% +576 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,693 shares; 2026Q2: 44,309 shares 44,309 $2.1M 0.05% +9,616 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,295 shares; 2024Q4: 5,279 shares; 2025Q1: 5,385 shares; 2025Q2: 5,503 shares; 2025Q3: 5,620 shares; 2025Q4: 5,855 shares; 2026Q1: 6,202 shares; 2026Q2: 6,071 shares 6,071 $2.09M 0.05% -131 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,755 shares; 2024Q4: 13,040 shares; 2025Q1: 13,101 shares; 2025Q2: 13,492 shares; 2025Q3: 13,677 shares; 2025Q4: 13,360 shares; 2026Q1: 13,331 shares; 2026Q2: 3,250 shares 3,250 $2.06M 0.05% -10,081 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,944 shares; 2024Q4: 8,567 shares; 2025Q1: 9,147 shares; 2025Q2: 9,092 shares; 2025Q3: 9,207 shares; 2025Q4: 20,039 shares; 2026Q1: 16,656 shares; 2026Q2: 20,304 shares 20,304 $2.04M 0.05% +3,648 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,384 shares; 2024Q4: 6,405 shares; 2025Q1: 6,396 shares; 2025Q2: 6,611 shares; 2025Q3: 8,008 shares; 2025Q4: 7,970 shares; 2026Q1: 8,129 shares; 2026Q2: 7,968 shares 7,968 $2.04M 0.05% -161 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; 2024Q3: 4,999 shares; 2024Q4: 5,086 shares; 2025Q1: 4,899 shares; 2025Q2: 4,907 shares; 2025Q3: 4,802 shares; 2025Q4: 4,766 shares; 2026Q1: 4,706 shares; 2026Q2: 3,815 shares 3,815 $1.99M 0.05% -891 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,447 shares; 2024Q4: 2,577 shares; 2025Q1: 3,209 shares; 2025Q2: 4,373 shares; 2025Q3: 6,612 shares; 2025Q4: 7,532 shares; 2026Q1: 8,298 shares; 2026Q2: 9,219 shares 9,219 $1.93M 0.05% +921 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 853 shares; 2025Q1: 1,428 shares; 2025Q2: 3,482 shares; 2025Q3: 2,040 shares; 2025Q4: 1,700 shares; 2026Q1: 3,363 shares; 2026Q2: 21,398 shares 21,398 $1.88M 0.05% +18,035 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,493 shares; 2024Q4: 1,683 shares; 2025Q1: 1,929 shares; 2025Q2: 2,237 shares; 2025Q3: 2,380 shares; 2025Q4: 3,051 shares; 2026Q1: 3,739 shares; 2026Q2: 3,631 shares 3,631 $1.87M 0.05% -108 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,865 shares; 2024Q4: 3,285 shares; 2025Q1: 3,946 shares; 2025Q2: 4,060 shares; 2025Q3: 4,814 shares; 2025Q4: 5,307 shares; 2026Q1: 6,031 shares; 2026Q2: 6,575 shares 6,575 $1.85M 0.05% +544 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,436 shares; 2024Q4: 13,507 shares; 2025Q1: 15,237 shares; 2025Q2: 15,290 shares; 2025Q3: 16,416 shares; 2025Q4: 16,022 shares; 2026Q1: 15,437 shares; 2026Q2: 17,277 shares 17,277 $1.84M 0.05% +1,840 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,065 shares; 2024Q4: 10,732 shares; 2025Q1: 11,561 shares; 2025Q2: 12,062 shares; 2025Q3: 13,913 shares; 2025Q4: 15,143 shares; 2026Q1: 15,909 shares; 2026Q2: 15,253 shares 15,253 $1.77M 0.04% -656 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,950 shares; 2024Q4: 4,328 shares; 2025Q1: 4,891 shares; 2025Q2: 5,254 shares; 2025Q3: 5,944 shares; 2025Q4: 6,425 shares; 2026Q1: 6,927 shares; 2026Q2: 9,549 shares 9,549 $1.77M 0.04% +2,622 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,258 shares; 2024Q4: 24,912 shares; 2025Q1: 24,395 shares; 2025Q2: 24,264 shares; 2025Q3: 23,967 shares; 2025Q4: 23,992 shares; 2026Q1: 23,606 shares; 2026Q2: 22,500 shares 22,500 $1.75M 0.04% -1,106 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: 2,509 shares; 2025Q1: 2,472 shares; 2025Q2: 2,676 shares; 2025Q3: 2,645 shares; 2025Q4: 2,908 shares; 2026Q1: 3,327 shares; 2026Q2: 2,665 shares 2,665 $1.75M 0.04% -662 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,926 shares; 2024Q4: 9,138 shares; 2025Q1: 9,074 shares; 2025Q2: 8,755 shares; 2025Q3: 9,383 shares; 2025Q4: 11,171 shares; 2026Q1: 11,337 shares; 2026Q2: 14,826 shares 14,826 $1.74M 0.04% +3,489 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,713 shares; 2024Q4: 2,884 shares; 2025Q1: 3,207 shares; 2025Q2: 3,265 shares; 2025Q3: 3,575 shares; 2025Q4: 3,898 shares; 2026Q1: 4,176 shares; 2026Q2: 4,536 shares 4,536 $1.68M 0.04% +360 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,306,309 shares; 2024Q4: 3,298,315 shares; 2025Q1: 258,978 shares; 2025Q2: 113,339 shares; 2025Q3: 179,857 shares; 2025Q4: 233,748 shares; 2026Q1: 70,199 shares; 2026Q2: 82,005 shares 82,005 $1.67M 0.04% +11,806 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,017 shares; 2026Q1: 12,479 shares; 2026Q2: 59,811 shares 59,811 $1.65M 0.04% +47,332 Timeline BGSI BOYD GROUP SERVICES INC More: the full row for BOYD GROUP SERVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,262 shares; 2026Q1: 17,262 shares; 2026Q2: 17,262 shares 17,262 $1.63M 0.04% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,964 shares; 2024Q4: 4,946 shares; 2025Q1: 5,347 shares; 2025Q2: 11,142 shares; 2025Q3: 12,804 shares; 2025Q4: 13,712 shares; 2026Q1: 22,216 shares; 2026Q2: 22,864 shares 22,864 $1.63M 0.04% +648 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: 1,393 shares; 2025Q1: 1,777 shares; 2025Q2: 2,119 shares; 2025Q3: 2,504 shares; 2025Q4: 2,793 shares; 2026Q1: 3,132 shares; 2026Q2: 3,547 shares 3,547 $1.61M 0.04% +415 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,215 shares; 2024Q4: 53,346 shares; 2025Q1: 53,652 shares; 2025Q2: 53,036 shares; 2025Q3: 60,561 shares; 2025Q4: 63,393 shares; 2026Q1: 63,650 shares; 2026Q2: 63,527 shares 63,527 $1.61M 0.04% -123 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: 1,607 shares; 2025Q1: 1,860 shares; 2025Q2: 2,277 shares; 2025Q3: 3,233 shares; 2025Q4: 3,709 shares; 2026Q1: 3,917 shares; 2026Q2: 4,729 shares 4,729 $1.6M 0.04% +812 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,616 shares; 2024Q4: 3,864 shares; 2025Q1: 3,944 shares; 2025Q2: 3,840 shares; 2025Q3: 6,929 shares; 2025Q4: 7,822 shares; 2026Q1: 10,515 shares; 2026Q2: 16,579 shares 16,579 $1.59M 0.04% +6,064 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,662 shares; 2025Q1: 1,725 shares; 2025Q2: 2,121 shares; 2025Q3: 7,376 shares; 2025Q4: 7,431 shares; 2026Q1: 7,441 shares; 2026Q2: 9,766 shares 9,766 $1.58M 0.04% +2,325 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,076 shares; 2025Q2: 2,688 shares; 2025Q3: 2,853 shares; 2025Q4: 2,085 shares; 2026Q1: 2,123 shares; 2026Q2: 1,880 shares 1,880 $1.58M 0.04% -243 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,180 shares 5,180 $1.54M 0.04% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,927 shares; 2024Q4: 2,218 shares; 2025Q1: 2,767 shares; 2025Q2: 3,393 shares; 2025Q3: 4,647 shares; 2025Q4: 5,136 shares; 2026Q1: 7,229 shares; 2026Q2: 10,773 shares 10,773 $1.54M 0.04% +3,544 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,150 shares; 2024Q4: 11,628 shares; 2025Q1: 12,218 shares; 2025Q2: 12,195 shares; 2025Q3: 9,946 shares; 2025Q4: 10,717 shares; 2026Q1: 8,866 shares; 2026Q2: 8,695 shares 8,695 $1.53M 0.04% -171 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,173 shares 3,173 $1.53M 0.04% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 894 shares; 2025Q4: 871 shares; 2026Q1: 1,327 shares; 2026Q2: 1,300 shares 1,300 $1.53M 0.04% -27 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: 1,694 shares; 2025Q1: 1,982 shares; 2025Q2: 2,138 shares; 2025Q3: 2,422 shares; 2025Q4: 1,977 shares; 2026Q1: 1,873 shares; 2026Q2: 12,768 shares 12,768 $1.53M 0.04% +10,895 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,948 shares; 2024Q4: 4,446 shares; 2025Q1: 5,613 shares; 2025Q2: 6,669 shares; 2025Q3: 7,636 shares; 2025Q4: 8,484 shares; 2026Q1: 9,015 shares; 2026Q2: 10,060 shares 10,060 $1.52M 0.04% +1,045 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,110 shares; 2025Q3: 1,851 shares; 2025Q4: 1,694 shares; 2026Q1: 2,235 shares; 2026Q2: 3,169 shares 3,169 $1.51M 0.04% +934 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,245 shares; 2024Q4: 35,356 shares; 2025Q1: 34,655 shares; 2025Q2: 34,581 shares; 2025Q3: 28,891 shares; 2025Q4: 24,045 shares; 2026Q1: 28,592 shares; 2026Q2: 31,562 shares 31,562 $1.5M 0.04% +2,970 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: not reported; 2025Q4: 885 shares; 2026Q1: 945 shares; 2026Q2: 1,924 shares 1,924 $1.47M 0.04% +979 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 1,559 shares; 2025Q1: 2,356 shares; 2025Q2: 2,775 shares; 2025Q3: 3,320 shares; 2025Q4: 3,837 shares; 2026Q1: 4,604 shares; 2026Q2: 6,388 shares 6,388 $1.47M 0.04% +1,784 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,027 shares; 2025Q3: 3,587 shares; 2025Q4: 4,016 shares; 2026Q1: 5,086 shares; 2026Q2: 6,172 shares 6,172 $1.46M 0.04% +1,086 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285 shares; 2026Q2: 734 shares 734 $1.46M 0.04% +449 Timeline JADE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,350 shares; 2026Q2: 18,100 shares 18,100 $1.45M 0.04% +9,750 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,698 shares; 2024Q4: 24,648 shares; 2025Q1: 23,805 shares; 2025Q2: 29,541 shares; 2025Q3: 32,142 shares; 2025Q4: 38,024 shares; 2026Q1: 38,369 shares; 2026Q2: 35,049 shares 35,049 $1.43M 0.03% -3,320 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,043 shares; 2025Q2: 1,459 shares; 2025Q3: 2,437 shares; 2025Q4: 2,814 shares; 2026Q1: 3,424 shares; 2026Q2: 5,268 shares 5,268 $1.43M 0.03% +1,844 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,560 shares; 2024Q4: 25,939 shares; 2025Q1: 34,144 shares; 2025Q2: 36,382 shares; 2025Q3: 34,114 shares; 2025Q4: 30,509 shares; 2026Q1: 12,483 shares; 2026Q2: 13,248 shares 13,248 $1.42M 0.03% +765 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,338 shares; 2025Q4: 1,778 shares; 2026Q1: 2,262 shares; 2026Q2: 5,830 shares 5,830 $1.4M 0.03% +3,568 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,691 shares; 2026Q2: 3,219 shares 3,219 $1.39M 0.03% +528 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,793 shares; 2026Q2: 2,146 shares 2,146 $1.37M 0.03% +353 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978 shares; 2024Q4: 1,118 shares; 2025Q1: 1,592 shares; 2025Q2: 1,963 shares; 2025Q3: 2,563 shares; 2025Q4: 2,881 shares; 2026Q1: 3,304 shares; 2026Q2: 3,508 shares 3,508 $1.37M 0.03% +204 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,793 shares; 2024Q4: 82,694 shares; 2025Q1: 81,027 shares; 2025Q2: 78,881 shares; 2025Q3: 68,877 shares; 2025Q4: 60,885 shares; 2026Q1: 64,646 shares; 2026Q2: 64,588 shares 64,588 $1.34M 0.03% -58 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,283 shares; 2025Q3: 10,307 shares; 2025Q4: 12,457 shares; 2026Q1: 15,959 shares; 2026Q2: 18,806 shares 18,806 $1.33M 0.03% +2,847 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,201 shares; 2024Q4: 5,580 shares; 2025Q1: 5,714 shares; 2025Q2: 5,745 shares; 2025Q3: 5,640 shares; 2025Q4: 5,845 shares; 2026Q1: 5,955 shares; 2026Q2: 5,883 shares 5,883 $1.31M 0.03% -72 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,532 shares; 2024Q4: 2,802 shares; 2025Q1: 3,506 shares; 2025Q2: 3,921 shares; 2025Q3: 4,736 shares; 2025Q4: 5,642 shares; 2026Q1: 5,445 shares; 2026Q2: 4,823 shares 4,823 $1.3M 0.03% -622 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,241 shares; 2024Q4: 17,233 shares; 2025Q1: 19,206 shares; 2025Q2: 13,912 shares; 2025Q3: 14,113 shares; 2025Q4: 11,814 shares; 2026Q1: 11,721 shares; 2026Q2: 11,697 shares 11,697 $1.29M 0.03% -24 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,968 shares; 2024Q4: 1,438 shares; 2025Q1: 13,766 shares; 2025Q2: 4,300 shares; 2025Q3: 4,381 shares; 2025Q4: 8,044 shares; 2026Q1: 6,119 shares; 2026Q2: 5,992 shares 5,992 $1.27M 0.03% -127 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,891 shares; 2024Q4: 1,918 shares; 2025Q1: 4,416 shares; 2025Q2: 4,442 shares; 2025Q3: 4,210 shares; 2025Q4: 4,161 shares; 2026Q1: 3,999 shares; 2026Q2: 5,671 shares 5,671 $1.27M 0.03% +1,672 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,185 shares; 2024Q4: 2,973 shares; 2025Q1: 4,096 shares; 2025Q2: 5,189 shares; 2025Q3: 6,545 shares; 2025Q4: 8,056 shares; 2026Q1: 9,787 shares; 2026Q2: 19,797 shares 19,797 $1.27M 0.03% +10,010 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,888 shares; 2024Q4: 52,268 shares; 2025Q1: 52,831 shares; 2025Q2: 70,669 shares; 2025Q3: 54,191 shares; 2025Q4: 54,152 shares; 2026Q1: 33,253 shares; 2026Q2: 46,362 shares 46,362 $1.24M 0.03% +13,109 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,695 shares; 2024Q4: 2,901 shares; 2025Q1: 3,240 shares; 2025Q2: 3,391 shares; 2025Q3: 3,347 shares; 2025Q4: 3,481 shares; 2026Q1: 3,808 shares; 2026Q2: 3,930 shares 3,930 $1.24M 0.03% +122 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 3,170 shares; 2025Q4: 3,914 shares; 2026Q1: 4,834 shares; 2026Q2: 5,643 shares 5,643 $1.22M 0.03% +809 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 345 shares; 2026Q2: 535 shares 535 $1.22M 0.03% +190 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,163 shares; 2024Q4: 3,566 shares; 2025Q1: 4,709 shares; 2025Q2: 6,031 shares; 2025Q3: 10,100 shares; 2025Q4: 11,575 shares; 2026Q1: 13,309 shares; 2026Q2: 14,856 shares 14,856 $1.21M 0.03% +1,547 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,350 shares; 2025Q4: 7,889 shares; 2026Q1: 10,135 shares; 2026Q2: 10,085 shares 10,085 $1.2M 0.03% -50 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,286 shares; 2026Q2: 5,162 shares 5,162 $1.17M 0.03% +2,876 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,797 shares; 2025Q2: 5,508 shares; 2025Q3: 8,220 shares; 2025Q4: 9,769 shares; 2026Q1: 12,325 shares; 2026Q2: 14,277 shares 14,277 $1.16M 0.03% +1,952 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,866 shares; 2025Q1: 2,765 shares; 2025Q2: 3,665 shares; 2025Q3: 5,628 shares; 2025Q4: 6,624 shares; 2026Q1: 7,607 shares; 2026Q2: 8,747 shares 8,747 $1.16M 0.03% +1,140 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,046 shares; 2024Q4: 17,118 shares; 2025Q1: 15,968 shares; 2025Q2: 15,583 shares; 2025Q3: 15,374 shares; 2025Q4: 15,043 shares; 2026Q1: 14,656 shares; 2026Q2: 15,260 shares 15,260 $1.16M 0.03% +604 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,023 shares; 2024Q4: 24,908 shares; 2025Q1: 22,797 shares; 2025Q2: 21,313 shares; 2025Q3: 21,242 shares; 2025Q4: 20,452 shares; 2026Q1: 19,918 shares; 2026Q2: 10,682 shares 10,682 $1.15M 0.03% -9,236 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,759 shares; 2024Q4: 4,147 shares; 2025Q1: 4,763 shares; 2025Q2: 4,888 shares; 2025Q3: 4,506 shares; 2025Q4: 4,657 shares; 2026Q1: 4,600 shares; 2026Q2: 4,224 shares 4,224 $1.14M 0.03% -376 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,708 shares; 2024Q4: 2,147 shares; 2025Q1: 2,106 shares; 2025Q2: 2,253 shares; 2025Q3: 2,298 shares; 2025Q4: 2,953 shares; 2026Q1: 2,902 shares; 2026Q2: 2,865 shares 2,865 $1.14M 0.03% -37 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,023 shares; 2025Q1: 4,556 shares; 2025Q2: 4,909 shares; 2025Q3: 4,668 shares; 2025Q4: 4,544 shares; 2026Q1: 4,672 shares; 2026Q2: 5,962 shares 5,962 $1.13M 0.03% +1,290 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,843 shares; 2024Q4: 4,011 shares; 2025Q1: 3,926 shares; 2025Q2: 3,729 shares; 2025Q3: 6,083 shares; 2025Q4: 7,170 shares; 2026Q1: 7,203 shares; 2026Q2: 8,797 shares 8,797 $1.13M 0.03% +1,594 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680 shares; 2024Q4: 736 shares; 2025Q1: 914 shares; 2025Q2: 1,096 shares; 2025Q3: 1,457 shares; 2025Q4: 1,697 shares; 2026Q1: 1,936 shares; 2026Q2: 2,687 shares 2,687 $1.12M 0.03% +751 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,157 shares; 2024Q4: 3,205 shares; 2025Q1: 3,601 shares; 2025Q2: 3,888 shares; 2025Q3: 5,530 shares; 2025Q4: 6,054 shares; 2026Q1: 6,644 shares; 2026Q2: 7,607 shares 7,607 $1.12M 0.03% +963 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,780 shares; 2024Q4: 13,787 shares; 2025Q1: 17,667 shares; 2025Q2: 19,761 shares; 2025Q3: 21,579 shares; 2025Q4: 22,704 shares; 2026Q1: 23,024 shares; 2026Q2: 11,451 shares 11,451 $1.1M 0.03% -11,573 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; 2024Q3: 4,903 shares; 2024Q4: 5,209 shares; 2025Q1: 5,329 shares; 2025Q2: 5,334 shares; 2025Q3: 4,730 shares; 2025Q4: 4,730 shares; 2026Q1: 4,812 shares; 2026Q2: 4,985 shares 4,985 $1.1M 0.03% +173 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,571 shares; 2024Q4: 1,542 shares; 2025Q1: 1,585 shares; 2025Q2: 1,582 shares; 2025Q3: 1,805 shares; 2025Q4: 1,695 shares; 2026Q1: 1,631 shares; 2026Q2: 3,200 shares 3,200 $1.09M 0.03% +1,569 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 309 shares; 2025Q3: 499 shares; 2025Q4: 599 shares; 2026Q1: 705 shares; 2026Q2: 950 shares 950 $1.08M 0.03% +245 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,742 shares; 2024Q4: 85,122 shares; 2025Q1: 96,234 shares; 2025Q2: 91,443 shares; 2025Q3: 88,247 shares; 2025Q4: 93,827 shares; 2026Q1: 121,178 shares; 2026Q2: 37,133 shares 37,133 $1.08M 0.03% -84,045 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,911 shares; 2025Q3: 8,965 shares; 2025Q4: 8,679 shares; 2026Q1: 9,941 shares; 2026Q2: 11,473 shares 11,473 $1.07M 0.03% +1,532 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,676 shares; 2024Q4: 15,234 shares; 2025Q1: 15,882 shares; 2025Q2: 15,549 shares; 2025Q3: 14,333 shares; 2025Q4: 13,535 shares; 2026Q1: 13,393 shares; 2026Q2: 10,145 shares 10,145 $1.05M 0.03% -3,248 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,674 shares; 2024Q4: 1,823 shares; 2025Q1: 2,061 shares; 2025Q2: 2,299 shares; 2025Q3: 2,556 shares; 2025Q4: 2,805 shares; 2026Q1: 2,960 shares; 2026Q2: 3,122 shares 3,122 $1.04M 0.03% +162 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,815 shares; 2024Q4: 25,327 shares; 2025Q1: 35,290 shares; 2025Q2: 35,786 shares; 2025Q3: 39,668 shares; 2025Q4: 41,790 shares; 2026Q1: 41,296 shares; 2026Q2: 42,927 shares 42,927 $1.03M 0.03% +1,631 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,868 shares; 2024Q4: 6,273 shares; 2025Q1: 7,986 shares; 2025Q2: 9,049 shares; 2025Q3: 13,559 shares; 2025Q4: 15,121 shares; 2026Q1: 17,764 shares; 2026Q2: 12,474 shares 12,474 $1.03M 0.03% -5,290 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,860 shares 3,860 $1.03M 0.03% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 865 shares; 2024Q4: 1,966 shares; 2025Q1: 1,967 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 2,087 shares; 2026Q1: 2,049 shares; 2026Q2: 8,239 shares 8,239 $1.02M 0.03% +6,190 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,815 shares; 2024Q4: 2,773 shares; 2025Q1: 3,248 shares; 2025Q2: 3,853 shares; 2025Q3: 5,227 shares; 2025Q4: 5,658 shares; 2026Q1: 5,932 shares; 2026Q2: 6,351 shares 6,351 $1.02M 0.02% +419 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,462 shares; 2026Q2: 15,366 shares 15,366 $1.01M 0.02% +10,904 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658 shares; 2024Q4: 641 shares; 2025Q1: 792 shares; 2025Q2: 1,012 shares; 2025Q3: 1,466 shares; 2025Q4: 1,636 shares; 2026Q1: 1,823 shares; 2026Q2: 2,022 shares 2,022 $994K 0.02% +199 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,883 shares; 2024Q4: 2,621 shares; 2025Q1: 2,285 shares; 2025Q2: 2,572 shares; 2025Q3: 2,728 shares; 2025Q4: 3,055 shares; 2026Q1: 2,985 shares; 2026Q2: 2,697 shares 2,697 $994K 0.02% -288 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,175 shares; 2024Q4: 1,292 shares; 2025Q1: 1,514 shares; 2025Q2: 1,701 shares; 2025Q3: 1,852 shares; 2025Q4: 2,014 shares; 2026Q1: 2,001 shares; 2026Q2: 1,999 shares 1,999 $993K 0.02% -2 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,768 shares; 2024Q4: 45,438 shares; 2025Q1: 46,751 shares; 2025Q2: 44,487 shares; 2025Q3: 46,720 shares; 2025Q4: 51,149 shares; 2026Q1: 14,079 shares; 2026Q2: 12,939 shares 12,939 $991K 0.02% -1,140 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,781 shares; 2025Q1: 7,225 shares; 2025Q2: 8,185 shares; 2025Q3: 8,980 shares; 2025Q4: 9,990 shares; 2026Q1: 12,676 shares; 2026Q2: 8,435 shares 8,435 $984K 0.02% -4,241 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449 shares; 2024Q4: 489 shares; 2025Q1: 512 shares; 2025Q2: 723 shares; 2025Q3: 868 shares; 2025Q4: 864 shares; 2026Q1: 913 shares; 2026Q2: 968 shares 968 $980K 0.02% +55 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,201 shares 5,201 $973K 0.02% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,361 shares; 2024Q4: 80,679 shares; 2025Q1: 92,697 shares; 2025Q2: 94,157 shares; 2025Q3: 16,662 shares; 2025Q4: 16,102 shares; 2026Q1: 16,102 shares; 2026Q2: 20,937 shares 20,937 $972K 0.02% +4,835 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,947 shares; 2025Q1: 3,023 shares; 2025Q2: 3,843 shares; 2025Q3: 5,186 shares; 2025Q4: 6,095 shares; 2026Q1: 7,905 shares; 2026Q2: 9,844 shares 9,844 $968K 0.02% +1,939 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,103 shares; 2024Q4: 3,799 shares; 2025Q1: 3,857 shares; 2025Q2: 3,644 shares; 2025Q3: 3,596 shares; 2025Q4: 3,260 shares; 2026Q1: 3,306 shares; 2026Q2: 3,313 shares 3,313 $963K 0.02% +7 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,311 shares; 2024Q4: 5,698 shares; 2025Q1: 6,314 shares; 2025Q2: 6,058 shares; 2025Q3: 5,909 shares; 2025Q4: 5,862 shares; 2026Q1: 6,407 shares; 2026Q2: 6,492 shares 6,492 $963K 0.02% +85 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,376 shares; 2026Q1: 2,773 shares; 2026Q2: 3,743 shares 3,743 $958K 0.02% +970 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,263 shares 33,263 $950K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,636 shares; 2024Q4: 1,615 shares; 2025Q1: 1,646 shares; 2025Q2: 1,946 shares; 2025Q3: 3,281 shares; 2025Q4: 3,781 shares; 2026Q1: 3,786 shares; 2026Q2: 4,700 shares 4,700 $944K 0.02% +914 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,790 shares; 2024Q4: 3,197 shares; 2025Q1: 4,103 shares; 2025Q2: 4,674 shares; 2025Q3: 5,246 shares; 2025Q4: 5,551 shares; 2026Q1: 6,317 shares; 2026Q2: 11,264 shares 11,264 $942K 0.02% +4,947 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,850 shares; 2024Q4: 29,863 shares; 2025Q1: 30,638 shares; 2025Q2: 25,371 shares; 2025Q3: 26,270 shares; 2025Q4: 27,880 shares; 2026Q1: 30,551 shares; 2026Q2: 18,530 shares 18,530 $938K 0.02% -12,021 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,546 shares; 2024Q4: 3,740 shares; 2025Q1: 3,622 shares; 2025Q2: 3,766 shares; 2025Q3: 3,757 shares; 2025Q4: 4,968 shares; 2026Q1: 5,373 shares; 2026Q2: 4,236 shares 4,236 $934K 0.02% -1,137 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,977 shares; 2024Q4: 1,947 shares; 2025Q1: 2,276 shares; 2025Q2: 2,418 shares; 2025Q3: 3,034 shares; 2025Q4: 3,003 shares; 2026Q1: 3,373 shares; 2026Q2: 3,418 shares 3,418 $930K 0.02% +45 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,513 shares; 2024Q4: 9,087 shares; 2025Q1: 8,454 shares; 2025Q2: 11,919 shares; 2025Q3: 8,191 shares; 2025Q4: 21,296 shares; 2026Q1: 18,634 shares; 2026Q2: 17,126 shares 17,126 $916K 0.02% -1,508 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,666 shares; 2024Q4: 2,753 shares; 2025Q1: 2,935 shares; 2025Q2: 2,782 shares; 2025Q3: 2,786 shares; 2025Q4: 2,705 shares; 2026Q1: 3,019 shares; 2026Q2: 11,357 shares 11,357 $915K 0.02% +8,338 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,834 shares; 2025Q4: 1,948 shares; 2026Q1: 2,406 shares; 2026Q2: 2,606 shares 2,606 $912K 0.02% +200 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,530 shares; 2024Q4: 18,860 shares; 2025Q1: 12,230 shares; 2025Q2: 11,977 shares; 2025Q3: 11,762 shares; 2025Q4: 9,306 shares; 2026Q1: 12,714 shares; 2026Q2: 11,533 shares 11,533 $912K 0.02% -1,181 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: 1,009 shares; 2025Q4: 1,292 shares; 2026Q1: 1,681 shares; 2026Q2: 2,230 shares 2,230 $909K 0.02% +549 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,835 shares; 2026Q2: 9,800 shares 9,800 $901K 0.02% +2,965 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,210 shares; 2024Q4: 15,263 shares; 2025Q1: 18,430 shares; 2025Q2: 20,517 shares; 2025Q3: 23,647 shares; 2025Q4: 24,665 shares; 2026Q1: 27,865 shares; 2026Q2: 29,816 shares 29,816 $900K 0.02% +1,951 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,552 shares; 2025Q4: 5,640 shares; 2026Q1: 6,519 shares; 2026Q2: 3,491 shares 3,491 $892K 0.02% -3,028 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,082 shares; 2024Q4: 4,787 shares; 2025Q1: 5,398 shares; 2025Q2: 5,586 shares; 2025Q3: 4,767 shares; 2025Q4: 4,666 shares; 2026Q1: 4,636 shares; 2026Q2: 4,333 shares 4,333 $889K 0.02% -303 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,162 shares; 2024Q4: 6,440 shares; 2025Q1: 6,974 shares; 2025Q2: 7,260 shares; 2025Q3: 7,533 shares; 2025Q4: 7,287 shares; 2026Q1: 6,556 shares; 2026Q2: 9,767 shares 9,767 $886K 0.02% +3,211 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546 shares; 2024Q4: 533 shares; 2025Q1: 728 shares; 2025Q2: 1,197 shares; 2025Q3: 1,844 shares; 2025Q4: 2,154 shares; 2026Q1: 2,600 shares; 2026Q2: 3,361 shares 3,361 $885K 0.02% +761 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,824 shares; 2024Q4: 35,086 shares; 2025Q1: 35,329 shares; 2025Q2: 34,822 shares; 2025Q3: 34,647 shares; 2025Q4: 34,575 shares; 2026Q1: 33,676 shares; 2026Q2: 33,777 shares 33,777 $884K 0.02% +101 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,127 shares; 2024Q4: 14,127 shares; 2025Q1: 14,111 shares; 2025Q2: 14,110 shares; 2025Q3: 14,110 shares; 2025Q4: 14,110 shares; 2026Q1: 14,110 shares; 2026Q2: 14,136 shares 14,136 $882K 0.02% +26 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,637 shares; 2024Q4: 4,903 shares; 2025Q1: 5,603 shares; 2025Q2: 6,596 shares; 2025Q3: 7,359 shares; 2025Q4: 7,981 shares; 2026Q1: 7,898 shares; 2026Q2: 10,095 shares 10,095 $878K 0.02% +2,197 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,655 shares; 2025Q3: 2,993 shares; 2025Q4: 3,126 shares; 2026Q1: 3,350 shares; 2026Q2: 6,321 shares 6,321 $869K 0.02% +2,971 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,340 shares; 2024Q4: 2,475 shares; 2025Q1: 2,280 shares; 2025Q2: 2,294 shares; 2025Q3: 2,271 shares; 2025Q4: 2,274 shares; 2026Q1: 5,698 shares; 2026Q2: 5,702 shares 5,702 $869K 0.02% +4 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,068 shares 5,068 $866K 0.02% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 698 shares; 2025Q3: 1,274 shares; 2025Q4: 1,411 shares; 2026Q1: 1,768 shares; 2026Q2: 2,019 shares 2,019 $861K 0.02% +251 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,188 shares; 2025Q3: 2,194 shares; 2025Q4: 2,584 shares; 2026Q1: 2,959 shares; 2026Q2: 3,496 shares 3,496 $846K 0.02% +537 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,327 shares; 2024Q4: 5,717 shares; 2025Q1: 5,907 shares; 2025Q2: 5,751 shares; 2025Q3: 5,445 shares; 2025Q4: 5,190 shares; 2026Q1: 5,142 shares; 2026Q2: 6,179 shares 6,179 $846K 0.02% +1,037 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 462 shares; 2025Q3: 1,204 shares; 2025Q4: 1,672 shares; 2026Q1: 2,352 shares; 2026Q2: 3,669 shares 3,669 $844K 0.02% +1,317 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,437 shares; 2024Q4: 2,770 shares; 2025Q1: 3,138 shares; 2025Q2: 3,341 shares; 2025Q3: 3,547 shares; 2025Q4: 3,756 shares; 2026Q1: 3,964 shares; 2026Q2: 4,333 shares 4,333 $842K 0.02% +369 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,802 shares; 2026Q2: 24,880 shares 24,880 $840K 0.02% +78 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882 shares; 2024Q4: 1,030 shares; 2025Q1: 1,323 shares; 2025Q2: 2,817 shares; 2025Q3: 2,588 shares; 2025Q4: 2,665 shares; 2026Q1: 2,926 shares; 2026Q2: 2,964 shares 2,964 $826K 0.02% +38 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,187 shares; 2024Q4: 6,710 shares; 2025Q1: 7,390 shares; 2025Q2: 7,766 shares; 2025Q3: 8,309 shares; 2025Q4: 8,348 shares; 2026Q1: 8,665 shares; 2026Q2: 8,565 shares 8,565 $825K 0.02% -100 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 844 shares; 2025Q1: 1,213 shares; 2025Q2: 1,361 shares; 2025Q3: 1,250 shares; 2025Q4: 1,229 shares; 2026Q1: 1,559 shares; 2026Q2: 2,184 shares 2,184 $820K 0.02% +625 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,816 shares; 2025Q4: 8,496 shares; 2026Q1: 9,535 shares; 2026Q2: 11,229 shares 11,229 $819K 0.02% +1,694 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; 2024Q3: 16,658 shares; 2024Q4: 13,799 shares; 2025Q1: 14,476 shares; 2025Q2: 13,984 shares; 2025Q3: 13,586 shares; 2025Q4: 13,551 shares; 2026Q1: 13,387 shares; 2026Q2: 12,069 shares 12,069 $815K 0.02% -1,318 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,705 shares; 2024Q4: 13,870 shares; 2025Q1: 16,881 shares; 2025Q2: 16,157 shares; 2025Q3: 15,350 shares; 2025Q4: 12,094 shares; 2026Q1: 14,913 shares; 2026Q2: 14,124 shares 14,124 $815K 0.02% -789 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,726 shares; 2025Q4: 3,998 shares; 2026Q1: 3,909 shares; 2026Q2: 7,303 shares 7,303 $812K 0.02% +3,394 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,252 shares; 2024Q4: 2,457 shares; 2025Q1: 2,728 shares; 2025Q2: 3,571 shares; 2025Q3: 3,830 shares; 2025Q4: 4,036 shares; 2026Q1: 4,802 shares; 2026Q2: 5,159 shares 5,159 $809K 0.02% +357 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; 2024Q3: 66,938 shares; 2024Q4: 52,475 shares; 2025Q1: 47,795 shares; 2025Q2: 38,036 shares; 2025Q3: 38,863 shares; 2025Q4: 38,143 shares; 2026Q1: 38,051 shares; 2026Q2: 36,109 shares 36,109 $805K 0.02% -1,942 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,538 shares; 2025Q3: 17,984 shares; 2025Q4: 19,750 shares; 2026Q1: 18,835 shares; 2026Q2: 18,549 shares 18,549 $782K 0.02% -286 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,455 shares; 2024Q4: 29,251 shares; 2025Q1: 29,166 shares; 2025Q2: 29,676 shares; 2025Q3: 29,296 shares; 2025Q4: 12,030 shares; 2026Q1: 11,680 shares; 2026Q2: 16,958 shares 16,958 $778K 0.02% +5,278 Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,405 shares 28,405 $773K 0.02% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,399 shares; 2024Q4: 34,933 shares; 2025Q1: 34,095 shares; 2025Q2: 30,986 shares; 2025Q3: 30,798 shares; 2025Q4: 23,554 shares; 2026Q1: 22,242 shares; 2026Q2: 20,700 shares 20,700 $766K 0.02% -1,542 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; 2024Q3: 13,910 shares; 2024Q4: 13,925 shares; 2025Q1: 14,130 shares; 2025Q2: 15,765 shares; 2025Q3: 16,284 shares; 2025Q4: 16,107 shares; 2026Q1: 16,105 shares; 2026Q2: 16,130 shares 16,130 $761K 0.02% +25 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,277 shares; 2024Q4: not reported; 2025Q1: 4,390 shares; 2025Q2: 4,468 shares; 2025Q3: 5,068 shares; 2025Q4: 5,345 shares; 2026Q1: 6,586 shares; 2026Q2: 7,273 shares 7,273 $752K 0.02% +687 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,736 shares; 2024Q4: 7,952 shares; 2025Q1: 7,987 shares; 2025Q2: 8,094 shares; 2025Q3: 8,095 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,771 shares 9,771 $747K 0.02% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,440 shares; 2024Q4: 26,779 shares; 2025Q1: 23,937 shares; 2025Q2: 20,053 shares; 2025Q3: 20,394 shares; 2025Q4: 20,770 shares; 2026Q1: 20,474 shares; 2026Q2: 17,057 shares 17,057 $744K 0.02% -3,417 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,917 shares; 2024Q4: 5,905 shares; 2025Q1: 3,988 shares; 2025Q2: 3,837 shares; 2025Q3: 3,843 shares; 2025Q4: 3,689 shares; 2026Q1: 3,777 shares; 2026Q2: 7,861 shares 7,861 $743K 0.02% +4,084 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,306 shares; 2025Q2: 2,663 shares; 2025Q3: 3,184 shares; 2025Q4: 3,872 shares; 2026Q1: 4,823 shares; 2026Q2: 9,483 shares 9,483 $742K 0.02% +4,660 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,496 shares; 2026Q2: 4,723 shares 4,723 $741K 0.02% +1,227 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,899 shares; 2024Q4: 2,087 shares; 2025Q1: 2,553 shares; 2025Q2: 2,847 shares; 2025Q3: 3,058 shares; 2025Q4: 3,148 shares; 2026Q1: 3,459 shares; 2026Q2: 6,750 shares 6,750 $741K 0.02% +3,291 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,600 shares; 2025Q3: 6,847 shares; 2025Q4: 7,392 shares; 2026Q1: 8,795 shares; 2026Q2: 10,754 shares 10,754 $735K 0.02% +1,959 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,180 shares; 2025Q4: 15,538 shares; 2026Q1: 19,875 shares; 2026Q2: 28,992 shares 28,992 $722K 0.02% +9,117 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,499 shares; 2024Q4: 8,180 shares; 2025Q1: 9,715 shares; 2025Q2: 9,457 shares; 2025Q3: 10,070 shares; 2025Q4: 9,553 shares; 2026Q1: 9,398 shares; 2026Q2: 7,209 shares 7,209 $714K 0.02% -2,189 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,260 shares; 2024Q4: 3,520 shares; 2025Q1: 3,565 shares; 2025Q2: 3,737 shares; 2025Q3: 3,162 shares; 2025Q4: 2,982 shares; 2026Q1: 2,211 shares; 2026Q2: 2,632 shares 2,632 $706K 0.02% +421 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,308 shares; 2025Q3: 14,724 shares; 2025Q4: 15,758 shares; 2026Q1: 17,214 shares; 2026Q2: 16,114 shares 16,114 $704K 0.02% -1,100 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,780 shares; 2024Q4: 6,832 shares; 2025Q1: 7,087 shares; 2025Q2: 6,856 shares; 2025Q3: 7,516 shares; 2025Q4: 7,534 shares; 2026Q1: 7,534 shares; 2026Q2: 7,592 shares 7,592 $704K 0.02% +58 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998,530 shares; 2024Q4: 1,056,401 shares; 2025Q1: 57,603 shares; 2025Q2: 26,104 shares; 2025Q3: 38,499 shares; 2025Q4: 48,004 shares; 2026Q1: 16,676 shares; 2026Q2: 14,986 shares 14,986 $703K 0.02% -1,690 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,003 shares; 2024Q4: 13,003 shares; 2025Q1: 13,003 shares; 2025Q2: 13,003 shares; 2025Q3: 13,052 shares; 2025Q4: 13,003 shares; 2026Q1: 13,003 shares; 2026Q2: 13,003 shares 13,003 $693K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,743 shares; 2024Q4: 20,713 shares; 2025Q1: 19,359 shares; 2025Q2: 18,490 shares; 2025Q3: 17,660 shares; 2025Q4: 14,357 shares; 2026Q1: 18,243 shares; 2026Q2: 16,355 shares 16,355 $693K 0.02% -1,888 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 824 shares; 2025Q4: 859 shares; 2026Q1: 988 shares; 2026Q2: 1,038 shares 1,038 $692K 0.02% +50 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,711 shares; 2025Q4: 9,269 shares; 2026Q1: 10,970 shares; 2026Q2: 14,977 shares 14,977 $692K 0.02% +4,007 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,411 shares; 2024Q4: 42,046 shares; 2025Q1: 40,607 shares; 2025Q2: 32,661 shares; 2025Q3: 19,706 shares; 2025Q4: 20,804 shares; 2026Q1: 15,546 shares; 2026Q2: 14,209 shares 14,209 $691K 0.02% -1,337 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,575 shares; 2024Q4: 11,344 shares; 2025Q1: 8,954 shares; 2025Q2: 11,857 shares; 2025Q3: 12,494 shares; 2025Q4: 9,935 shares; 2026Q1: 7,915 shares; 2026Q2: 8,072 shares 8,072 $690K 0.02% +157 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,804 shares; 2024Q4: 9,508 shares; 2025Q1: 9,502 shares; 2025Q2: 9,475 shares; 2025Q3: 9,475 shares; 2025Q4: 9,810 shares; 2026Q1: 8,940 shares; 2026Q2: 8,942 shares 8,942 $688K 0.02% +2 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,856 shares 5,856 $687K 0.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,043 shares; 2025Q2: 1,346 shares; 2025Q3: 1,752 shares; 2025Q4: 2,240 shares; 2026Q1: 2,772 shares; 2026Q2: 3,214 shares 3,214 $685K 0.02% +442 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,002 shares; 2024Q4: 4,543 shares; 2025Q1: 5,025 shares; 2025Q2: 4,852 shares; 2025Q3: 8,721 shares; 2025Q4: 6,498 shares; 2026Q1: 4,816 shares; 2026Q2: 4,860 shares 4,860 $680K 0.02% +44 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,281 shares; 2025Q4: 4,215 shares; 2026Q1: 5,303 shares; 2026Q2: 6,809 shares 6,809 $676K 0.02% +1,506 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,110 shares; 2024Q4: 25,004 shares; 2025Q1: 26,499 shares; 2025Q2: 25,775 shares; 2025Q3: 27,002 shares; 2025Q4: 27,455 shares; 2026Q1: 30,142 shares; 2026Q2: 8,973 shares 8,973 $672K 0.02% -21,169 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,819 shares; 2024Q4: 2,393 shares; 2025Q1: 2,286 shares; 2025Q2: 2,412 shares; 2025Q3: 2,406 shares; 2025Q4: 2,284 shares; 2026Q1: 2,421 shares; 2026Q2: 2,213 shares 2,213 $671K 0.02% -208 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,497 shares; 2026Q2: 7,521 shares 7,521 $666K 0.02% +24 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,316 shares; 2026Q2: 13,506 shares 13,506 $664K 0.02% +190 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,044 shares; 2024Q4: 13,044 shares; 2025Q1: 13,044 shares; 2025Q2: 13,044 shares; 2025Q3: 13,044 shares; 2025Q4: 13,044 shares; 2026Q1: 13,044 shares; 2026Q2: 13,044 shares 13,044 $657K 0.02% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,265 shares; 2024Q4: 10,713 shares; 2025Q1: 21,001 shares; 2025Q2: 21,949 shares; 2025Q3: 23,933 shares; 2025Q4: 21,653 shares; 2026Q1: 26,345 shares; 2026Q2: 25,761 shares 25,761 $655K 0.02% -584 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares 666 $652K 0.02% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 2,549 shares; 2025Q1: 3,429 shares; 2025Q2: 4,015 shares; 2025Q3: 4,174 shares; 2025Q4: 3,532 shares; 2026Q1: 4,673 shares; 2026Q2: 4,993 shares 4,993 $648K 0.02% +320 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,245 shares; 2024Q4: 6,222 shares; 2025Q1: 5,754 shares; 2025Q2: 5,430 shares; 2025Q3: 8,569 shares; 2025Q4: 10,063 shares; 2026Q1: 10,052 shares; 2026Q2: 10,035 shares 10,035 $647K 0.02% -17 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,815 shares; 2024Q4: 7,414 shares; 2025Q1: 6,815 shares; 2025Q2: 6,815 shares; 2025Q3: 6,815 shares; 2025Q4: 6,920 shares; 2026Q1: 6,700 shares; 2026Q2: 6,700 shares 6,700 $646K 0.02% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,349 shares; 2024Q4: not reported; 2025Q1: 4,120 shares; 2025Q2: 5,192 shares; 2025Q3: 7,163 shares; 2025Q4: 5,977 shares; 2026Q1: 7,840 shares; 2026Q2: 8,624 shares 8,624 $642K 0.02% +784 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,787 shares; 2025Q3: 9,436 shares; 2025Q4: 12,344 shares; 2026Q1: 14,573 shares; 2026Q2: 18,851 shares 18,851 $641K 0.02% +4,278 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,598 shares; 2024Q4: 25,675 shares; 2025Q1: 21,860 shares; 2025Q2: 17,541 shares; 2025Q3: 17,708 shares; 2025Q4: 17,911 shares; 2026Q1: 17,750 shares; 2026Q2: 15,672 shares 15,672 $637K 0.02% -2,078 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 2,772 shares; 2025Q4: 3,166 shares; 2026Q1: 3,866 shares; 2026Q2: 4,361 shares 4,361 $637K 0.02% +495 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,853 shares; 2024Q4: 9,957 shares; 2025Q1: 11,252 shares; 2025Q2: 11,590 shares; 2025Q3: 10,352 shares; 2025Q4: 10,030 shares; 2026Q1: 10,412 shares; 2026Q2: 10,979 shares 10,979 $635K 0.02% +567 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: 245 shares; 2026Q2: 319 shares 319 $635K 0.02% +74 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,915 shares; 2024Q4: 2,894 shares; 2025Q1: 2,907 shares; 2025Q2: 3,083 shares; 2025Q3: 3,096 shares; 2025Q4: 3,173 shares; 2026Q1: 3,414 shares; 2026Q2: 3,753 shares 3,753 $635K 0.02% +339 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 881 shares; 2024Q4: 1,288 shares; 2025Q1: 1,446 shares; 2025Q2: 1,560 shares; 2025Q3: 1,539 shares; 2025Q4: 1,531 shares; 2026Q1: 1,329 shares; 2026Q2: 1,594 shares 1,594 $634K 0.02% +265 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,031 shares; 2025Q4: 1,130 shares; 2026Q1: 1,528 shares; 2026Q2: 1,763 shares 1,763 $633K 0.02% +235 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,095 shares; 2025Q2: 3,624 shares; 2025Q3: 4,477 shares; 2025Q4: 4,561 shares; 2026Q1: 5,351 shares; 2026Q2: 5,485 shares 5,485 $621K 0.02% +134 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares; 2026Q2: 818 shares 818 $620K 0.02% +4 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,094 shares; 2025Q1: 4,491 shares; 2025Q2: 4,153 shares; 2025Q3: 4,423 shares; 2025Q4: 4,185 shares; 2026Q1: 5,512 shares; 2026Q2: 6,412 shares 6,412 $619K 0.02% +900 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 420 shares; 2025Q2: 651 shares; 2025Q3: 815 shares; 2025Q4: 876 shares; 2026Q1: 1,055 shares; 2026Q2: 1,215 shares 1,215 $619K 0.02% +160 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,789 shares; 2024Q4: 1,828 shares; 2025Q1: 1,880 shares; 2025Q2: 1,925 shares; 2025Q3: 2,449 shares; 2025Q4: 3,038 shares; 2026Q1: 2,592 shares; 2026Q2: 2,071 shares 2,071 $618K 0.02% -521 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,398 shares; 2025Q4: 12,664 shares; 2026Q1: 15,125 shares; 2026Q2: 16,901 shares 16,901 $614K 0.02% +1,776 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,752 shares; 2024Q4: 6,274 shares; 2025Q1: 6,572 shares; 2025Q2: 6,014 shares; 2025Q3: 5,540 shares; 2025Q4: 7,027 shares; 2026Q1: 5,304 shares; 2026Q2: 4,522 shares 4,522 $613K 0.02% -782 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,527 shares; 2025Q4: 1,932 shares; 2026Q1: 2,662 shares; 2026Q2: 4,997 shares 4,997 $612K 0.02% +2,335 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,139 shares; 2024Q4: 2,102 shares; 2025Q1: 2,073 shares; 2025Q2: 2,068 shares; 2025Q3: 2,081 shares; 2025Q4: 2,090 shares; 2026Q1: 2,028 shares; 2026Q2: 5,183 shares 5,183 $612K 0.02% +3,155 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,498 shares; 2025Q1: 5,259 shares; 2025Q2: 5,853 shares; 2025Q3: 5,863 shares; 2025Q4: 6,034 shares; 2026Q1: 7,274 shares; 2026Q2: 8,311 shares 8,311 $610K 0.01% +1,037 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,273 shares; 2024Q4: 1,432 shares; 2025Q1: 1,631 shares; 2025Q2: 1,074 shares; 2025Q3: 941 shares; 2025Q4: 975 shares; 2026Q1: 1,247 shares; 2026Q2: 1,200 shares 1,200 $602K 0.01% -47 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,227 shares; 2025Q4: 2,740 shares; 2026Q1: 3,294 shares; 2026Q2: 4,211 shares 4,211 $592K 0.01% +917 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,214 shares; 2025Q4: 2,924 shares; 2026Q1: 4,251 shares; 2026Q2: 6,958 shares 6,958 $591K 0.01% +2,707 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,243 shares; 2024Q4: 3,246 shares; 2025Q1: 3,240 shares; 2025Q2: 3,143 shares; 2025Q3: 3,595 shares; 2025Q4: 1,116 shares; 2026Q1: 2,247 shares; 2026Q2: 2,393 shares 2,393 $590K 0.01% +146 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,543 shares; 2025Q3: 5,119 shares; 2025Q4: 6,034 shares; 2026Q1: 7,398 shares; 2026Q2: 7,924 shares 7,924 $589K 0.01% +526 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,308 shares; 2024Q4: 4,623 shares; 2025Q1: 5,580 shares; 2025Q2: 6,033 shares; 2025Q3: 6,422 shares; 2025Q4: 6,412 shares; 2026Q1: 6,467 shares; 2026Q2: 6,921 shares 6,921 $586K 0.01% +454 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,982 shares; 2025Q4: 6,069 shares; 2026Q1: 7,794 shares; 2026Q2: 7,527 shares 7,527 $583K 0.01% -267 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,554 shares 2,554 $580K 0.01% new Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,812 shares; 2025Q3: 26,043 shares; 2025Q4: 29,342 shares; 2026Q1: 17,768 shares; 2026Q2: 13,220 shares 13,220 $580K 0.01% -4,548 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,898 shares; 2025Q4: 6,914 shares; 2026Q1: 7,909 shares; 2026Q2: 7,681 shares 7,681 $580K 0.01% -228 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,760 shares; 2024Q4: 31,390 shares; 2025Q1: 33,181 shares; 2025Q2: 45,135 shares; 2025Q3: 44,185 shares; 2025Q4: 43,672 shares; 2026Q1: 44,531 shares; 2026Q2: 40,995 shares 40,995 $570K 0.01% -3,536 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,422 shares; 2025Q3: 5,424 shares; 2025Q4: 5,466 shares; 2026Q1: 6,922 shares; 2026Q2: 6,928 shares 6,928 $568K 0.01% +6 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,402 shares; 2024Q4: 25,778 shares; 2025Q1: 26,510 shares; 2025Q2: 26,382 shares; 2025Q3: 26,529 shares; 2025Q4: 25,932 shares; 2026Q1: 26,028 shares; 2026Q2: 8,763 shares 8,763 $565K 0.01% -17,265 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,017 shares; 2025Q1: 9,040 shares; 2025Q2: 9,040 shares; 2025Q3: not reported; 2025Q4: 9,040 shares; 2026Q1: 9,040 shares; 2026Q2: 9,040 shares 9,040 $565K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,676 shares; 2024Q4: 15,346 shares; 2025Q1: 15,020 shares; 2025Q2: 15,472 shares; 2025Q3: 15,472 shares; 2025Q4: 23,174 shares; 2026Q1: 20,306 shares; 2026Q2: 20,272 shares 20,272 $562K 0.01% -34 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,169 shares; 2025Q4: 4,064 shares; 2026Q1: 4,908 shares; 2026Q2: 6,317 shares 6,317 $560K 0.01% +1,409 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,051 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,222 shares; 2026Q1: 3,368 shares; 2026Q2: 4,271 shares 4,271 $558K 0.01% +903 Timeline JFLI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,700 shares; 2026Q2: 10,205 shares 10,205 $555K 0.01% +4,505 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,550 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,076 shares; 2026Q2: 4,372 shares 4,372 $552K 0.01% +296 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 668 shares; 2025Q4: 860 shares; 2026Q1: 1,170 shares; 2026Q2: 1,864 shares 1,864 $545K 0.01% +694 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,653 shares; 2024Q4: 28,967 shares; 2025Q1: 31,144 shares; 2025Q2: 29,678 shares; 2025Q3: 11,983 shares; 2025Q4: 10,964 shares; 2026Q1: 8,842 shares; 2026Q2: 7,074 shares 7,074 $543K 0.01% -1,768 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,568 shares; 2025Q4: 2,105 shares; 2026Q1: 2,928 shares; 2026Q2: 4,310 shares 4,310 $542K 0.01% +1,382 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,720 shares; 2024Q4: 32,501 shares; 2025Q1: 27,344 shares; 2025Q2: 28,814 shares; 2025Q3: 30,973 shares; 2025Q4: 29,037 shares; 2026Q1: 23,631 shares; 2026Q2: 22,998 shares 22,998 $541K 0.01% -633 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,372 shares; 2024Q4: 1,372 shares; 2025Q1: 1,439 shares; 2025Q2: 1,273 shares; 2025Q3: 1,386 shares; 2025Q4: 1,944 shares; 2026Q1: 1,611 shares; 2026Q2: 1,571 shares 1,571 $539K 0.01% -40 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,124 shares; 2025Q4: 4,565 shares; 2026Q1: 6,142 shares; 2026Q2: 7,581 shares 7,581 $536K 0.01% +1,439 Timeline ROCQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,280 shares 9,280 $535K 0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,859 shares; 2025Q4: 6,057 shares; 2026Q1: 7,565 shares; 2026Q2: 10,402 shares 10,402 $532K 0.01% +2,837 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,377 shares 2,377 $530K 0.01% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,550 shares; 2026Q2: 2,801 shares 2,801 $529K 0.01% +251 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471 shares; 2024Q4: 1,737 shares; 2025Q1: 1,824 shares; 2025Q2: 1,915 shares; 2025Q3: 1,702 shares; 2025Q4: 1,866 shares; 2026Q1: 1,923 shares; 2026Q2: 1,658 shares 1,658 $527K 0.01% -265 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,648 shares; 2025Q1: 2,640 shares; 2025Q2: 2,618 shares; 2025Q3: 2,594 shares; 2025Q4: 2,595 shares; 2026Q1: 2,595 shares; 2026Q2: 2,298 shares 2,298 $527K 0.01% -297 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729 shares; 2024Q4: 715 shares; 2025Q1: 713 shares; 2025Q2: 734 shares; 2025Q3: 791 shares; 2025Q4: 774 shares; 2026Q1: 1,451 shares; 2026Q2: 737 shares 737 $526K 0.01% -714 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,093 shares; 2026Q2: 4,573 shares 4,573 $524K 0.01% +480 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,369 shares; 2024Q4: 7,487 shares; 2025Q1: 9,197 shares; 2025Q2: 8,470 shares; 2025Q3: 7,608 shares; 2025Q4: 7,724 shares; 2026Q1: 8,353 shares; 2026Q2: 8,304 shares 8,304 $522K 0.01% -49 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,748 shares; 2024Q4: 3,796 shares; 2025Q1: 3,388 shares; 2025Q2: 4,754 shares; 2025Q3: 3,972 shares; 2025Q4: 3,396 shares; 2026Q1: 3,262 shares; 2026Q2: 3,286 shares 3,286 $520K 0.01% +24 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,178 shares; 2024Q4: 2,903 shares; 2025Q1: 3,106 shares; 2025Q2: 3,017 shares; 2025Q3: 1,900 shares; 2025Q4: 1,826 shares; 2026Q1: 1,768 shares; 2026Q2: 1,345 shares 1,345 $519K 0.01% -423 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 840 shares; 2026Q2: 840 shares 840 $518K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,693 shares; 2024Q4: 5,720 shares; 2025Q1: 5,627 shares; 2025Q2: 5,859 shares; 2025Q3: 6,794 shares; 2025Q4: 4,103 shares; 2026Q1: 4,449 shares; 2026Q2: 4,971 shares 4,971 $511K 0.01% +522 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,882 shares; 2025Q4: 4,214 shares; 2026Q1: 7,440 shares; 2026Q2: 7,440 shares 7,440 $511K 0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,933 shares; 2026Q2: 5,474 shares 5,474 $511K 0.01% -459 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,973 shares; 2026Q2: 2,254 shares 2,254 $505K 0.01% +281 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,916 shares; 2024Q4: 7,044 shares; 2025Q1: 6,260 shares; 2025Q2: 7,322 shares; 2025Q3: 9,064 shares; 2025Q4: 8,686 shares; 2026Q1: 8,482 shares; 2026Q2: 9,298 shares 9,298 $504K 0.01% +816 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,375 shares; 2025Q2: 6,857 shares; 2025Q3: 9,106 shares; 2025Q4: 10,045 shares; 2026Q1: 12,798 shares; 2026Q2: 10,746 shares 10,746 $501K 0.01% -2,052 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,509 shares; 2024Q4: 5,447 shares; 2025Q1: 5,999 shares; 2025Q2: 6,859 shares; 2025Q3: 8,434 shares; 2025Q4: 9,018 shares; 2026Q1: 8,614 shares; 2026Q2: 11,728 shares 11,728 $501K 0.01% +3,114 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 223 shares; 2025Q1: 221 shares; 2025Q2: 225 shares; 2025Q3: 244 shares; 2025Q4: 411 shares; 2026Q1: 436 shares; 2026Q2: 292 shares 292 $499K 0.01% -144 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,075 shares 3,075 $498K 0.01% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,193 shares; 2025Q4: 5,190 shares; 2026Q1: 8,328 shares; 2026Q2: 8,229 shares 8,229 $496K 0.01% -99 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,307 shares; 2024Q4: 6,263 shares; 2025Q1: 5,982 shares; 2025Q2: 5,902 shares; 2025Q3: 6,281 shares; 2025Q4: 2,677 shares; 2026Q1: 2,830 shares; 2026Q2: 3,952 shares 3,952 $492K 0.01% +1,122 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,001 shares; 2024Q4: 10,129 shares; 2025Q1: 9,610 shares; 2025Q2: 12,442 shares; 2025Q3: 8,578 shares; 2025Q4: 9,341 shares; 2026Q1: 9,459 shares; 2026Q2: 9,698 shares 9,698 $491K 0.01% +239 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,319 shares; 2024Q4: 4,485 shares; 2025Q1: 4,326 shares; 2025Q2: 4,414 shares; 2025Q3: 4,501 shares; 2025Q4: 4,375 shares; 2026Q1: 4,356 shares; 2026Q2: 4,445 shares 4,445 $490K 0.01% +89 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,097 shares; 2025Q1: 2,100 shares; 2025Q2: 2,102 shares; 2025Q3: 2,104 shares; 2025Q4: 2,107 shares; 2026Q1: 2,110 shares; 2026Q2: 2,019 shares 2,019 $490K 0.01% -91 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,759 shares 11,759 $486K 0.01% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,961 shares; 2024Q4: 3,970 shares; 2025Q1: 4,513 shares; 2025Q2: 4,387 shares; 2025Q3: 4,852 shares; 2025Q4: 5,096 shares; 2026Q1: 6,167 shares; 2026Q2: 2,199 shares 2,199 $483K 0.01% -3,968 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 897 shares; 2025Q4: 879 shares; 2026Q1: 865 shares; 2026Q2: 1,532 shares 1,532 $482K 0.01% +667 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 819 shares; 2025Q1: 919 shares; 2025Q2: 1,066 shares; 2025Q3: 1,079 shares; 2025Q4: 1,021 shares; 2026Q1: 1,029 shares; 2026Q2: 1,326 shares 1,326 $480K 0.01% +297 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,004 shares; 2025Q2: 13,034 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,875 shares; 2026Q2: 22,386 shares 22,386 $479K 0.01% +1,511 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,317 shares 14,317 $479K 0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,661 shares; 2024Q4: 2,610 shares; 2025Q1: 3,020 shares; 2025Q2: 3,316 shares; 2025Q3: 3,904 shares; 2025Q4: 4,085 shares; 2026Q1: 4,746 shares; 2026Q2: 4,910 shares 4,910 $476K 0.01% +164 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,177 shares; 2024Q4: 15,323 shares; 2025Q1: 16,724 shares; 2025Q2: 16,268 shares; 2025Q3: 16,410 shares; 2025Q4: 16,201 shares; 2026Q1: 16,199 shares; 2026Q2: 16,198 shares 16,198 $475K 0.01% -1 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,435 shares 7,435 $475K 0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,613 shares; 2024Q4: 7,206 shares; 2025Q1: 6,932 shares; 2025Q2: 6,864 shares; 2025Q3: 6,404 shares; 2025Q4: 6,173 shares; 2026Q1: 6,114 shares; 2026Q2: 6,158 shares 6,158 $471K 0.01% +44 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,217 shares; 2024Q4: 4,490 shares; 2025Q1: 4,032 shares; 2025Q2: 3,894 shares; 2025Q3: 3,954 shares; 2025Q4: 2,099 shares; 2026Q1: 2,030 shares; 2026Q2: 2,146 shares 2,146 $471K 0.01% +116 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,437 shares; 2025Q2: 7,624 shares; 2025Q3: 6,105 shares; 2025Q4: 4,819 shares; 2026Q1: 4,588 shares; 2026Q2: 4,412 shares 4,412 $468K 0.01% -176 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,604 shares; 2024Q4: 5,103 shares; 2025Q1: 5,000 shares; 2025Q2: 5,258 shares; 2025Q3: 5,010 shares; 2025Q4: 4,832 shares; 2026Q1: 3,941 shares; 2026Q2: 4,980 shares 4,980 $460K 0.01% +1,039 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233 shares; 2024Q4: 250 shares; 2025Q1: 261 shares; 2025Q2: 250 shares; 2025Q3: 254 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,612 shares 4,612 $458K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,506 shares; 2024Q4: 1,946 shares; 2025Q1: 2,180 shares; 2025Q2: 2,492 shares; 2025Q3: 3,276 shares; 2025Q4: 4,524 shares; 2026Q1: 6,226 shares; 2026Q2: 9,194 shares 9,194 $451K 0.01% +2,968 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,806 shares; 2024Q4: 3,214 shares; 2025Q1: 3,948 shares; 2025Q2: 3,792 shares; 2025Q3: 4,291 shares; 2025Q4: 5,190 shares; 2026Q1: 5,944 shares; 2026Q2: 6,095 shares 6,095 $444K 0.01% +151 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 952 shares; 2024Q4: 937 shares; 2025Q1: 878 shares; 2025Q2: 793 shares; 2025Q3: 764 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,511 shares 1,511 $443K 0.01% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,147 shares; 2024Q4: 13,453 shares; 2025Q1: 16,138 shares; 2025Q2: 17,672 shares; 2025Q3: 15,037 shares; 2025Q4: 15,477 shares; 2026Q1: 18,212 shares; 2026Q2: 17,845 shares 17,845 $443K 0.01% -367 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,328 shares; 2024Q4: 10,120 shares; 2025Q1: 10,913 shares; 2025Q2: 11,380 shares; 2025Q3: 11,757 shares; 2025Q4: 12,313 shares; 2026Q1: 13,075 shares; 2026Q2: 12,662 shares 12,662 $441K 0.01% -413 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,712 shares; 2025Q3: 2,056 shares; 2025Q4: 2,107 shares; 2026Q1: 2,470 shares; 2026Q2: 2,700 shares 2,700 $440K 0.01% +230 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,894 shares; 2024Q4: 2,988 shares; 2025Q1: 2,971 shares; 2025Q2: 2,734 shares; 2025Q3: 2,694 shares; 2025Q4: 2,635 shares; 2026Q1: 2,648 shares; 2026Q2: 2,500 shares 2,500 $439K 0.01% -148 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,240 shares; 2024Q4: 7,890 shares; 2025Q1: 8,056 shares; 2025Q2: 7,073 shares; 2025Q3: 6,006 shares; 2025Q4: 5,633 shares; 2026Q1: 4,235 shares; 2026Q2: 3,844 shares 3,844 $436K 0.01% -391 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,387 shares; 2025Q3: 8,165 shares; 2025Q4: not reported; 2026Q1: 10,974 shares; 2026Q2: 12,414 shares 12,414 $432K 0.01% +1,440 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,771 shares; 2026Q2: 8,080 shares 8,080 $426K 0.01% +309 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,040 shares; 2025Q2: 1,280 shares; 2025Q3: 1,508 shares; 2025Q4: 1,560 shares; 2026Q1: 1,696 shares; 2026Q2: 1,751 shares 1,751 $425K 0.01% +55 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,066 shares; 2025Q1: 1,221 shares; 2025Q2: 1,080 shares; 2025Q3: 757 shares; 2025Q4: 673 shares; 2026Q1: 673 shares; 2026Q2: 589 shares 589 $424K 0.01% -84 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,928 shares; 2024Q4: 2,885 shares; 2025Q1: 3,049 shares; 2025Q2: 2,913 shares; 2025Q3: 3,288 shares; 2025Q4: 3,218 shares; 2026Q1: 3,186 shares; 2026Q2: 3,186 shares 3,186 $423K 0.01% 0 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; 2024Q3: 2,709 shares; 2024Q4: 2,672 shares; 2025Q1: 2,826 shares; 2025Q2: 2,827 shares; 2025Q3: 2,862 shares; 2025Q4: 2,639 shares; 2026Q1: 2,875 shares; 2026Q2: 2,896 shares 2,896 $423K 0.01% +21 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,749 shares 9,749 $423K 0.01% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,271 shares 2,271 $420K 0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,228 shares; 2024Q4: 3,481 shares; 2025Q1: 4,154 shares; 2025Q2: 4,510 shares; 2025Q3: 4,456 shares; 2025Q4: 4,578 shares; 2026Q1: 5,255 shares; 2026Q2: 5,802 shares 5,802 $417K 0.01% +547 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,686 shares 3,686 $415K 0.01% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,610 shares; 2026Q1: 5,703 shares; 2026Q2: 6,243 shares 6,243 $415K 0.01% +540 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,500 shares 4,500 $413K 0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,335 shares; 2024Q4: 1,888 shares; 2025Q1: 2,070 shares; 2025Q2: 1,833 shares; 2025Q3: 2,439 shares; 2025Q4: 2,759 shares; 2026Q1: 3,958 shares; 2026Q2: 3,782 shares 3,782 $413K 0.01% -176 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,046 shares; 2024Q4: 2,134 shares; 2025Q1: 2,047 shares; 2025Q2: 2,047 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 2,305 shares; 2026Q2: 2,305 shares 2,305 $412K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,444 shares; 2025Q4: 3,744 shares; 2026Q1: 5,174 shares; 2026Q2: 6,431 shares 6,431 $412K 0.01% +1,257 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,339 shares; 2026Q2: 4,256 shares 4,256 $411K 0.01% -83 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,330 shares; 2024Q4: 2,775 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,793 shares; 2025Q4: 2,780 shares; 2026Q1: 2,780 shares; 2026Q2: 2,788 shares 2,788 $408K 0.01% +8 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,237 shares; 2025Q2: 14,123 shares; 2025Q3: 12,178 shares; 2025Q4: 15,944 shares; 2026Q1: 14,401 shares; 2026Q2: 13,578 shares 13,578 $400K 0.01% -823 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; 2024Q3: 5,220 shares; 2024Q4: 7,855 shares; 2025Q1: 7,866 shares; 2025Q2: 7,866 shares; 2025Q3: 7,913 shares; 2025Q4: 8,291 shares; 2026Q1: 8,640 shares; 2026Q2: 8,643 shares 8,643 $395K 0.01% +3 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,115 shares; 2026Q1: 1,633 shares; 2026Q2: 1,847 shares 1,847 $393K 0.01% +214 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,003 shares; 2024Q4: 2,003 shares; 2025Q1: 2,063 shares; 2025Q2: 2,013 shares; 2025Q3: 2,003 shares; 2025Q4: 2,003 shares; 2026Q1: 2,003 shares; 2026Q2: 2,003 shares 2,003 $387K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 819 shares; 2024Q4: 863 shares; 2025Q1: 821 shares; 2025Q2: 827 shares; 2025Q3: 895 shares; 2025Q4: 829 shares; 2026Q1: 942 shares; 2026Q2: 943 shares 943 $386K 0.01% +1 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,625 shares; 2026Q2: 2,625 shares 2,625 $385K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,253 shares; 2024Q4: 5,780 shares; 2025Q1: 5,718 shares; 2025Q2: 5,408 shares; 2025Q3: 5,070 shares; 2025Q4: 3,458 shares; 2026Q1: 3,381 shares; 2026Q2: 6,767 shares 6,767 $380K 0.01% +3,386 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,669 shares; 2024Q4: 4,530 shares; 2025Q1: 4,514 shares; 2025Q2: 4,545 shares; 2025Q3: 4,483 shares; 2025Q4: 4,332 shares; 2026Q1: 4,255 shares; 2026Q2: 4,724 shares 4,724 $379K 0.01% +469 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,766 shares; 2024Q4: 8,638 shares; 2025Q1: 9,521 shares; 2025Q2: 9,001 shares; 2025Q3: 9,634 shares; 2025Q4: 9,263 shares; 2026Q1: 7,520 shares; 2026Q2: 6,527 shares 6,527 $376K 0.01% -993 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,303 shares; 2024Q4: 3,280 shares; 2025Q1: 3,257 shares; 2025Q2: 3,257 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares; 2026Q1: 3,234 shares; 2026Q2: 3,234 shares 3,234 $374K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,065 shares; 2025Q1: 1,164 shares; 2025Q2: 1,591 shares; 2025Q3: 1,503 shares; 2025Q4: 1,412 shares; 2026Q1: 1,252 shares; 2026Q2: 995 shares 995 $373K 0.01% -257 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 908 shares; 2025Q3: 1,025 shares; 2025Q4: 1,045 shares; 2026Q1: 1,217 shares; 2026Q2: 1,260 shares 1,260 $372K 0.01% +43 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,759 shares; 2026Q1: 4,047 shares; 2026Q2: 4,048 shares 4,048 $371K 0.01% +1 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 1,160 shares; 2025Q3: 998 shares; 2025Q4: 1,112 shares; 2026Q1: 1,109 shares; 2026Q2: 1,273 shares 1,273 $371K 0.01% +164 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,199 shares; 2026Q1: 31,992 shares; 2026Q2: 31,992 shares 31,992 $370K 0.01% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,766 shares; 2024Q4: 1,752 shares; 2025Q1: 1,669 shares; 2025Q2: 1,656 shares; 2025Q3: 1,662 shares; 2025Q4: 1,646 shares; 2026Q1: 1,425 shares; 2026Q2: 1,300 shares 1,300 $370K 0.01% -125 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,650 shares 1,650 $369K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,138 shares 2,138 $368K 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,579 shares; 2024Q4: 5,464 shares; 2025Q1: 5,782 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,328 shares 7,328 $365K 0.01% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,642 shares 1,642 $363K 0.01% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $360K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,499 shares; 2024Q4: 1,679 shares; 2025Q1: 1,751 shares; 2025Q2: 1,726 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,346 shares; 2026Q2: 1,125 shares 1,125 $358K 0.01% -221 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,602 shares; 2026Q2: 9,733 shares 9,733 $356K 0.01% +131 Timeline IBAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,840 shares; 2026Q2: 7,840 shares 7,840 $353K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,386 shares; 2025Q4: 1,517 shares; 2026Q1: 2,152 shares; 2026Q2: 2,318 shares 2,318 $352K 0.01% +166 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,266 shares; 2025Q4: 3,100 shares; 2026Q1: 3,120 shares; 2026Q2: 3,070 shares 3,070 $352K 0.01% -50 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,162 shares; 2026Q2: 13,614 shares 13,614 $352K 0.01% +452 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,390 shares; 2025Q1: 3,383 shares; 2025Q2: 3,433 shares; 2025Q3: 3,418 shares; 2025Q4: 3,286 shares; 2026Q1: 3,192 shares; 2026Q2: 3,135 shares 3,135 $351K 0.01% -57 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,975 shares; 2026Q1: 4,991 shares; 2026Q2: 5,013 shares 5,013 $350K 0.01% +22 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 884 shares; 2025Q2: 1,212 shares; 2025Q3: 1,474 shares; 2025Q4: 1,555 shares; 2026Q1: 2,122 shares; 2026Q2: 2,546 shares 2,546 $349K 0.01% +424 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,395 shares 8,395 $344K 0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,168 shares; 2024Q4: 7,168 shares; 2025Q1: 7,168 shares; 2025Q2: 7,168 shares; 2025Q3: 7,016 shares; 2025Q4: 7,016 shares; 2026Q1: 7,016 shares; 2026Q2: 7,016 shares 7,016 $341K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,891 shares; 2025Q4: 3,175 shares; 2026Q1: 4,255 shares; 2026Q2: 4,702 shares 4,702 $341K 0.01% +447 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,037 shares; 2025Q4: 4,594 shares; 2026Q1: 6,966 shares; 2026Q2: 7,888 shares 7,888 $341K 0.01% +922 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,141 shares; 2025Q2: 10,401 shares; 2025Q3: not reported; 2025Q4: 13,427 shares; 2026Q1: 17,633 shares; 2026Q2: 17,797 shares 17,797 $340K 0.01% +164 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,759 shares; 2024Q4: 5,744 shares; 2025Q1: 5,710 shares; 2025Q2: 5,699 shares; 2025Q3: 5,581 shares; 2025Q4: 5,524 shares; 2026Q1: 5,511 shares; 2026Q2: 2,991 shares 2,991 $338K 0.01% -2,520 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,612 shares; 2026Q1: 9,519 shares; 2026Q2: 10,679 shares 10,679 $336K 0.01% +1,160 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,313 shares 1,313 $334K 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,412 shares; 2025Q4: 1,623 shares; 2026Q1: 2,051 shares; 2026Q2: 2,192 shares 2,192 $332K 0.01% +141 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,193 shares; 2024Q4: 26,782 shares; 2025Q1: 26,530 shares; 2025Q2: 24,308 shares; 2025Q3: 21,761 shares; 2025Q4: 20,771 shares; 2026Q1: 20,508 shares; 2026Q2: 18,711 shares 18,711 $332K 0.01% -1,797 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,854 shares; 2024Q4: 42,681 shares; 2025Q1: 45,572 shares; 2025Q2: 46,650 shares; 2025Q3: 50,140 shares; 2025Q4: 56,225 shares; 2026Q1: 62,643 shares; 2026Q2: 14,685 shares 14,685 $331K 0.01% -47,958 Timeline ROCY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,060 shares 6,060 $328K 0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,148 shares; 2024Q4: 5,680 shares; 2025Q1: 4,934 shares; 2025Q2: 4,699 shares; 2025Q3: 4,710 shares; 2025Q4: 4,413 shares; 2026Q1: 5,796 shares; 2026Q2: 3,780 shares 3,780 $327K 0.01% -2,016 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,421 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,415 shares; 2026Q2: 1,410 shares 1,410 $320K 0.01% -5 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 234 shares 234 $319K 0.01% +10 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,689 shares; 2024Q4: 4,035 shares; 2025Q1: 4,397 shares; 2025Q2: 4,369 shares; 2025Q3: 3,574 shares; 2025Q4: 3,458 shares; 2026Q1: 3,221 shares; 2026Q2: 2,687 shares 2,687 $316K 0.01% -534 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,380 shares; 2024Q4: 3,380 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,412 shares; 2025Q4: 3,412 shares; 2026Q1: 3,534 shares; 2026Q2: 3,511 shares 3,511 $316K 0.01% -23 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,225 shares; 2024Q4: 3,229 shares; 2025Q1: 3,161 shares; 2025Q2: 3,279 shares; 2025Q3: 3,304 shares; 2025Q4: 3,370 shares; 2026Q1: 3,015 shares; 2026Q2: 3,019 shares 3,019 $315K 0.01% +4 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,921 shares; 2024Q4: 10,386 shares; 2025Q1: 10,914 shares; 2025Q2: 10,869 shares; 2025Q3: 10,637 shares; 2025Q4: 10,676 shares; 2026Q1: 8,296 shares; 2026Q2: 8,295 shares 8,295 $313K 0.01% -1 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,902 shares 6,902 $311K 0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,089 shares; 2024Q4: 3,442 shares; 2025Q1: 4,409 shares; 2025Q2: 4,911 shares; 2025Q3: 5,824 shares; 2025Q4: 5,987 shares; 2026Q1: 7,202 shares; 2026Q2: 7,999 shares 7,999 $310K 0.01% +797 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,978 shares; 2024Q4: 16,695 shares; 2025Q1: 12,057 shares; 2025Q2: 12,111 shares; 2025Q3: 13,097 shares; 2025Q4: 7,257 shares; 2026Q1: 6,817 shares; 2026Q2: 6,434 shares 6,434 $310K 0.01% -383 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,877 shares; 2025Q4: 9,877 shares; 2026Q1: 9,877 shares; 2026Q2: 9,877 shares 9,877 $309K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,815 shares; 2025Q1: 3,536 shares; 2025Q2: 3,385 shares; 2025Q3: 2,586 shares; 2025Q4: 2,444 shares; 2026Q1: 2,550 shares; 2026Q2: 2,430 shares 2,430 $307K 0.01% -120 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,431 shares; 2024Q4: not reported; 2025Q1: 2,136 shares; 2025Q2: not reported; 2025Q3: 2,314 shares; 2025Q4: 3,261 shares; 2026Q1: 3,818 shares; 2026Q2: 3,244 shares 3,244 $307K 0.01% -574 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,043 shares; 2026Q2: 7,588 shares 7,588 $303K 0.01% +545 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,080 shares 6,080 $301K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,692 shares; 2024Q4: 14,894 shares; 2025Q1: 14,360 shares; 2025Q2: 13,020 shares; 2025Q3: 12,162 shares; 2025Q4: 11,249 shares; 2026Q1: 10,889 shares; 2026Q2: 12,212 shares 12,212 $300K 0.01% +1,323 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,828 shares; 2026Q2: 6,801 shares 6,801 $300K 0.01% -27 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,495 shares; 2026Q2: 887 shares 887 $297K 0.01% -1,608 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,404 shares; 2025Q1: 1,451 shares; 2025Q2: 1,415 shares; 2025Q3: 1,189 shares; 2025Q4: 1,122 shares; 2026Q1: 939 shares; 2026Q2: 894 shares 894 $295K 0.01% -45 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,899 shares; 2024Q4: 6,951 shares; 2025Q1: 7,720 shares; 2025Q2: 6,041 shares; 2025Q3: 5,762 shares; 2025Q4: 5,368 shares; 2026Q1: 5,510 shares; 2026Q2: 4,882 shares 4,882 $295K 0.01% -628 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,664 shares; 2024Q4: 1,658 shares; 2025Q1: 1,653 shares; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,647 shares; 2026Q1: 1,683 shares; 2026Q2: 1,709 shares 1,709 $291K 0.01% +26 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,377 shares; 2025Q1: 1,919 shares; 2025Q2: 2,086 shares; 2025Q3: 2,113 shares; 2025Q4: 2,120 shares; 2026Q1: 2,593 shares; 2026Q2: 2,549 shares 2,549 $290K 0.01% -44 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,757 shares; 2024Q4: 10,736 shares; 2025Q1: 10,607 shares; 2025Q2: 10,617 shares; 2025Q3: 10,383 shares; 2025Q4: 1,762 shares; 2026Q1: 1,760 shares; 2026Q2: 1,760 shares 1,760 $288K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776 shares; 2024Q4: not reported; 2025Q1: 1,276 shares; 2025Q2: not reported; 2025Q3: 836 shares; 2025Q4: 837 shares; 2026Q1: 1,038 shares; 2026Q2: 958 shares 958 $287K 0.01% -80 Timeline AXGN AXOGEN INC More: the full row for AXOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares; 2026Q2: 6,200 shares 6,200 $286K 0.01% -3,000 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,919 shares 1,919 $284K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 602 shares; 2026Q1: 620 shares; 2026Q2: 798 shares 798 $283K 0.01% +178 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 938 shares; 2024Q4: 931 shares; 2025Q1: not reported; 2025Q2: 1,098 shares; 2025Q3: 1,794 shares; 2025Q4: 2,230 shares; 2026Q1: 1,960 shares; 2026Q2: 1,130 shares 1,130 $281K 0.01% -830 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,089 shares; 2026Q2: 6,089 shares 6,089 $281K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,500 shares 5,500 $278K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445 shares; 2024Q4: 526 shares; 2025Q1: 571 shares; 2025Q2: 454 shares; 2025Q3: 401 shares; 2025Q4: 440 shares; 2026Q1: 274 shares; 2026Q2: 201 shares 201 $278K 0.01% -73 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,356 shares; 2025Q2: not reported; 2025Q3: 2,365 shares; 2025Q4: 2,447 shares; 2026Q1: 2,478 shares; 2026Q2: 2,411 shares 2,411 $277K 0.01% -67 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 523 shares 523 $276K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,728 shares; 2024Q4: 7,953 shares; 2025Q1: 7,643 shares; 2025Q2: 7,656 shares; 2025Q3: 7,655 shares; 2025Q4: 7,864 shares; 2026Q1: 7,657 shares; 2026Q2: 7,602 shares 7,602 $276K 0.01% -55 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $274K 0.01% new Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,312 shares; 2025Q4: 1,313 shares; 2026Q1: 1,314 shares; 2026Q2: 1,314 shares 1,314 $271K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,622 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,060 shares; 2026Q2: 1,037 shares 1,037 $271K 0.01% -23 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410 shares; 2026Q2: 383 shares 383 $270K 0.01% -27 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,069 shares; 2025Q4: 16,143 shares; 2026Q1: 22,607 shares; 2026Q2: 27,345 shares 27,345 $270K 0.01% +4,738 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,682 shares; 2024Q4: 15,603 shares; 2025Q1: 14,396 shares; 2025Q2: 12,163 shares; 2025Q3: 10,009 shares; 2025Q4: 10,162 shares; 2026Q1: 10,468 shares; 2026Q2: 10,082 shares 10,082 $269K 0.01% -386 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,844 shares; 2026Q2: 6,844 shares 6,844 $269K 0.01% 0 Timeline