NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996,650 shares; 2024Q4: 1,133,148 shares; 2025Q1: 1,257,466 shares; 2025Q2: 1,284,318 shares; 2025Q3: 1,304,829 shares; 2025Q4: 1,317,275 shares; 2026Q1: 1,392,812 shares; 2026Q2: 1,474,044 shares 1,474,044 $295M 3.59% +81,232 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: 225,324 shares; 2024Q4: 300,657 shares; 2025Q1: 302,649 shares; 2025Q2: 304,704 shares; 2025Q3: 314,526 shares; 2025Q4: 319,880 shares; 2026Q1: 335,046 shares; 2026Q2: 385,273 shares 385,273 $289M 3.51% +50,227 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: 660,153 shares; 2024Q4: 804,697 shares; 2025Q1: 864,546 shares; 2025Q2: 855,330 shares; 2025Q3: 844,540 shares; 2025Q4: 842,245 shares; 2026Q1: 910,403 shares; 2026Q2: 937,349 shares 937,349 $271M 3.3% +26,946 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: 336,720 shares; 2024Q4: 377,583 shares; 2025Q1: 460,774 shares; 2025Q2: 463,740 shares; 2025Q3: 478,659 shares; 2025Q4: 479,621 shares; 2026Q1: 542,167 shares; 2026Q2: 684,960 shares 684,960 $163M 1.99% +142,793 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: 239,184 shares; 2024Q4: 285,295 shares; 2025Q1: 341,242 shares; 2025Q2: 352,543 shares; 2025Q3: 367,326 shares; 2025Q4: 361,629 shares; 2026Q1: 398,679 shares; 2026Q2: 411,898 shares 411,898 $154M 1.87% +13,219 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: 69,018 shares; 2024Q4: 168,495 shares; 2025Q1: 175,742 shares; 2025Q2: 181,161 shares; 2025Q3: 184,460 shares; 2025Q4: 186,853 shares; 2026Q1: 180,299 shares; 2026Q2: 214,238 shares 214,238 $147M 1.79% +33,939 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992,105 shares; 2024Q4: 1,002,469 shares; 2025Q1: 1,285,000 shares; 2025Q2: 1,289,683 shares; 2025Q3: 1,309,340 shares; 2025Q4: 1,321,128 shares; 2026Q1: 1,269,381 shares; 2026Q2: 1,592,606 shares 1,592,606 $145M 1.77% +323,225 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 732,825 shares; 2024Q4: 730,506 shares; 2025Q1: 915,855 shares; 2025Q2: 905,297 shares; 2025Q3: 890,677 shares; 2025Q4: 879,675 shares; 2026Q1: 846,825 shares; 2026Q2: 1,133,318 shares 1,133,318 $145M 1.76% +286,493 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: 186,885 shares; 2024Q4: 206,275 shares; 2025Q1: 272,798 shares; 2025Q2: 277,140 shares; 2025Q3: 295,275 shares; 2025Q4: 298,625 shares; 2026Q1: 361,410 shares; 2026Q2: 376,715 shares 376,715 $135M 1.64% +15,305 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,147 shares; 2024Q4: 210,026 shares; 2025Q1: 259,033 shares; 2025Q2: 262,025 shares; 2025Q3: 264,971 shares; 2025Q4: 271,094 shares; 2026Q1: 287,546 shares; 2026Q2: 294,393 shares 294,393 $111M 1.35% +6,847 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: 142,279 shares; 2024Q4: 168,015 shares; 2025Q1: 190,442 shares; 2025Q2: 189,820 shares; 2025Q3: 188,335 shares; 2025Q4: 190,862 shares; 2026Q1: 198,365 shares; 2026Q2: 296,936 shares 296,936 $105M 1.28% +98,571 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: 1,025,219 shares; 2024Q4: 1,082,703 shares; 2025Q1: 1,511,540 shares; 2025Q2: 1,415,073 shares; 2025Q3: 1,433,292 shares; 2025Q4: 1,432,482 shares; 2026Q1: 1,555,006 shares; 2026Q2: 2,401,287 shares 2,401,287 $99.1M 1.2% +846,281 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925,154 shares; 2024Q4: 984,434 shares; 2025Q1: 1,391,392 shares; 2025Q2: 1,674,521 shares; 2025Q3: 1,661,416 shares; 2025Q4: 1,712,380 shares; 2026Q1: 1,728,202 shares; 2026Q2: 2,209,287 shares 2,209,287 $91.6M 1.11% +481,085 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,255 shares; 2024Q4: 85,202 shares; 2025Q1: 1,069,693 shares; 2025Q2: 1,050,267 shares; 2025Q3: 1,090,135 shares; 2025Q4: 1,118,611 shares; 2026Q1: 1,134,152 shares; 2026Q2: 1,696,115 shares 1,696,115 $84M 1.02% +561,963 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: 14,230 shares; 2024Q4: 19,651 shares; 2025Q1: 34,117 shares; 2025Q2: 38,388 shares; 2025Q3: 42,686 shares; 2025Q4: 43,377 shares; 2026Q1: 66,192 shares; 2026Q2: 67,842 shares 67,842 $81.4M 0.99% +1,650 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: 44,624 shares; 2024Q4: 51,053 shares; 2025Q1: 83,369 shares; 2025Q2: 85,310 shares; 2025Q3: 89,587 shares; 2025Q4: 91,154 shares; 2026Q1: 107,625 shares; 2026Q2: 142,856 shares 142,856 $80.5M 0.98% +35,231 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: 480,535 shares; 2024Q4: 562,116 shares; 2025Q1: 689,065 shares; 2025Q2: 732,133 shares; 2025Q3: 770,299 shares; 2025Q4: 768,240 shares; 2026Q1: 775,050 shares; 2026Q2: 945,584 shares 945,584 $72.9M 0.89% +170,534 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: 123,511 shares; 2024Q4: 140,817 shares; 2025Q1: 175,076 shares; 2025Q2: 182,740 shares; 2025Q3: 196,292 shares; 2025Q4: 200,179 shares; 2026Q1: 219,080 shares; 2026Q2: 221,179 shares 221,179 $72.4M 0.88% +2,099 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,043,510 shares; 2024Q4: 1,080,841 shares; 2025Q1: 1,466,495 shares; 2025Q2: 1,468,806 shares; 2025Q3: 1,508,112 shares; 2025Q4: 1,541,286 shares; 2026Q1: 1,718,449 shares; 2026Q2: 2,330,325 shares 2,330,325 $71.5M 0.87% +611,876 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,893 shares; 2024Q4: 128,116 shares; 2025Q1: 88,262 shares; 2025Q2: 89,576 shares; 2025Q3: 90,526 shares; 2025Q4: 91,807 shares; 2026Q1: 96,607 shares; 2026Q2: 95,002 shares 95,002 $70M 0.85% -1,605 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: 3,240 shares; 2024Q4: 62,955 shares; 2025Q1: 65,142 shares; 2025Q2: 66,447 shares; 2025Q3: 67,140 shares; 2025Q4: 70,115 shares; 2026Q1: 72,498 shares; 2026Q2: 580,586 shares 580,586 $69.4M 0.84% +508,088 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,533 shares; 2024Q4: 371,645 shares; 2025Q1: 519,224 shares; 2025Q2: 488,796 shares; 2025Q3: 499,099 shares; 2025Q4: 497,469 shares; 2026Q1: 512,926 shares; 2026Q2: 709,099 shares 709,099 $68.4M 0.83% +196,173 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,118,789 shares; 2024Q4: 1,172,201 shares; 2025Q1: 1,618,998 shares; 2025Q2: 1,491,765 shares; 2025Q3: 1,508,307 shares; 2025Q4: 1,539,699 shares; 2026Q1: 1,543,621 shares; 2026Q2: 1,941,271 shares 1,941,271 $67.9M 0.83% +397,650 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,748,474 shares; 2025Q2: 1,676,565 shares; 2025Q3: 1,704,453 shares; 2025Q4: 1,765,598 shares; 2026Q1: 1,857,495 shares; 2026Q2: 2,499,439 shares 2,499,439 $66.3M 0.81% +641,944 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: 8,806 shares; 2024Q4: 31,887 shares; 2025Q1: 85,737 shares; 2025Q2: 94,572 shares; 2025Q3: 96,199 shares; 2025Q4: 97,840 shares; 2026Q1: 128,813 shares; 2026Q2: 188,976 shares 188,976 $64.4M 0.78% +60,163 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: 43,368 shares; 2024Q4: 46,813 shares; 2025Q1: 166,541 shares; 2025Q2: 180,841 shares; 2025Q3: 191,490 shares; 2025Q4: 198,393 shares; 2026Q1: 272,591 shares; 2026Q2: 241,930 shares 241,930 $61.8M 0.75% -30,661 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: 69,414 shares; 2024Q4: 63,774 shares; 2025Q1: 70,787 shares; 2025Q2: 75,841 shares; 2025Q3: 81,670 shares; 2025Q4: 84,712 shares; 2026Q1: 91,551 shares; 2026Q2: 102,977 shares 102,977 $59.8M 0.73% +11,426 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 116,872 shares; 2025Q1: 121,352 shares; 2025Q2: 136,979 shares; 2025Q3: 148,532 shares; 2025Q4: 161,026 shares; 2026Q1: 917,728 shares; 2026Q2: 997,614 shares 997,614 $58.8M 0.72% +79,886 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: 6,286 shares; 2024Q4: 93,041 shares; 2025Q1: 99,587 shares; 2025Q2: 106,894 shares; 2025Q3: 113,915 shares; 2025Q4: 126,338 shares; 2026Q1: 684,128 shares; 2026Q2: 705,578 shares 705,578 $58.3M 0.71% +21,450 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,029 shares; 2024Q4: 121,427 shares; 2025Q1: 578,548 shares; 2025Q2: 511,089 shares; 2025Q3: 518,809 shares; 2025Q4: 537,928 shares; 2026Q1: 576,209 shares; 2026Q2: 841,122 shares 841,122 $55.9M 0.68% +264,913 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: 28,309 shares; 2024Q4: 34,114 shares; 2025Q1: 45,285 shares; 2025Q2: 46,948 shares; 2025Q3: 49,172 shares; 2025Q4: 47,199 shares; 2026Q1: 55,033 shares; 2026Q2: 58,774 shares 58,774 $55M 0.67% +3,741 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: 6,999 shares; 2024Q4: 7,932 shares; 2025Q1: 25,848 shares; 2025Q2: 30,457 shares; 2025Q3: 32,351 shares; 2025Q4: 32,537 shares; 2026Q1: 43,087 shares; 2026Q2: 44,965 shares 44,965 $52.8M 0.64% +1,878 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: 62,624 shares; 2024Q4: 77,291 shares; 2025Q1: 85,539 shares; 2025Q2: 87,392 shares; 2025Q3: 88,587 shares; 2025Q4: 88,164 shares; 2026Q1: 92,449 shares; 2026Q2: 105,406 shares 105,406 $52.7M 0.64% +12,957 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: 23,565 shares; 2024Q4: 199,753 shares; 2025Q1: 259,655 shares; 2025Q2: 264,863 shares; 2025Q3: 269,421 shares; 2025Q4: 261,259 shares; 2026Q1: 266,639 shares; 2026Q2: 238,441 shares 238,441 $52.3M 0.64% -28,198 Timeline XSMO 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: 256,559 shares; 2024Q4: 276,895 shares; 2025Q1: 382,228 shares; 2025Q2: 371,638 shares; 2025Q3: 378,716 shares; 2025Q4: 384,931 shares; 2026Q1: 389,278 shares; 2026Q2: 554,308 shares 554,308 $51.9M 0.63% +165,030 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: 667,073 shares; 2024Q4: 769,584 shares; 2025Q1: 996,040 shares; 2025Q2: 853,671 shares; 2025Q3: 783,113 shares; 2025Q4: 743,087 shares; 2026Q1: 804,512 shares; 2026Q2: 911,781 shares 911,781 $51.5M 0.63% +107,269 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: 184,938 shares; 2024Q4: 244,913 shares; 2025Q1: 322,048 shares; 2025Q2: 336,933 shares; 2025Q3: 340,612 shares; 2025Q4: 344,592 shares; 2026Q1: 407,717 shares; 2026Q2: 447,783 shares 447,783 $50.7M 0.62% +40,066 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,500 shares; 2024Q4: 189,693 shares; 2025Q1: 268,671 shares; 2025Q2: 261,552 shares; 2025Q3: 267,417 shares; 2025Q4: 273,401 shares; 2026Q1: 274,846 shares; 2026Q2: 384,161 shares 384,161 $47.9M 0.58% +109,315 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: 77,646 shares; 2024Q4: 83,803 shares; 2025Q1: 87,084 shares; 2025Q2: 84,955 shares; 2025Q3: 87,402 shares; 2025Q4: 90,645 shares; 2026Q1: 92,722 shares; 2026Q2: 112,627 shares 112,627 $47.4M 0.58% +19,905 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: 56,325 shares; 2024Q4: 66,502 shares; 2025Q1: 61,667 shares; 2025Q2: 57,975 shares; 2025Q3: 57,334 shares; 2025Q4: 61,799 shares; 2026Q1: 58,427 shares; 2026Q2: 61,712 shares 61,712 $46.1M 0.56% +3,285 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633,755 shares; 2024Q4: 582,871 shares; 2025Q1: 1,013,022 shares; 2025Q2: 774,032 shares; 2025Q3: 612,128 shares; 2025Q4: 611,979 shares; 2026Q1: 659,577 shares; 2026Q2: 725,799 shares 725,799 $44.6M 0.54% +66,222 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: 26,082 shares; 2024Q4: 32,504 shares; 2025Q1: 44,614 shares; 2025Q2: 47,898 shares; 2025Q3: 50,047 shares; 2025Q4: 52,223 shares; 2026Q1: 62,078 shares; 2026Q2: 83,676 shares 83,676 $43M 0.52% +21,598 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: 87,418 shares; 2024Q4: 105,500 shares; 2025Q1: 111,072 shares; 2025Q2: 110,132 shares; 2025Q3: 110,628 shares; 2025Q4: 113,668 shares; 2026Q1: 134,086 shares; 2026Q2: 161,278 shares 161,278 $41M 0.5% +27,192 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: 24,445 shares; 2024Q4: 24,716 shares; 2025Q1: 28,011 shares; 2025Q2: 26,051 shares; 2025Q3: 31,741 shares; 2025Q4: 31,551 shares; 2026Q1: 33,757 shares; 2026Q2: 35,144 shares 35,144 $40.6M 0.49% +1,387 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: 56,983 shares; 2024Q4: 65,073 shares; 2025Q1: 81,112 shares; 2025Q2: 84,864 shares; 2025Q3: 85,994 shares; 2025Q4: 84,094 shares; 2026Q1: 111,152 shares; 2026Q2: 113,702 shares 113,702 $40.1M 0.49% +2,550 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,800 shares; 2024Q4: 290,636 shares; 2025Q1: 249,655 shares; 2025Q2: 217,696 shares; 2025Q3: 280,042 shares; 2025Q4: 277,195 shares; 2026Q1: 346,896 shares; 2026Q2: 767,578 shares 767,578 $38.8M 0.47% +420,682 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: 214,968 shares; 2024Q4: 227,009 shares; 2025Q1: 230,548 shares; 2025Q2: 220,984 shares; 2025Q3: 196,714 shares; 2025Q4: 205,105 shares; 2026Q1: 245,436 shares; 2026Q2: 255,582 shares 255,582 $35.7M 0.43% +10,146 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: 13,204 shares; 2024Q4: 13,060 shares; 2025Q1: 14,014 shares; 2025Q2: 24,142 shares; 2025Q3: 25,978 shares; 2025Q4: 26,392 shares; 2026Q1: 32,462 shares; 2026Q2: 33,571 shares 33,571 $34M 0.41% +1,109 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: 47,647 shares; 2024Q4: 55,119 shares; 2025Q1: 57,448 shares; 2025Q2: 87,992 shares; 2025Q3: 91,726 shares; 2025Q4: 91,318 shares; 2026Q1: 113,487 shares; 2026Q2: 115,960 shares 115,960 $32.6M 0.4% +2,473 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: 6,968 shares; 2024Q4: 8,002 shares; 2025Q1: 8,568 shares; 2025Q2: 8,656 shares; 2025Q3: 8,485 shares; 2025Q4: 8,320 shares; 2026Q1: 13,157 shares; 2026Q2: 16,292 shares 16,292 $32.4M 0.39% +3,135 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,214 shares; 2024Q4: 31,129 shares; 2025Q1: 32,681 shares; 2025Q2: 316,362 shares; 2025Q3: 319,296 shares; 2025Q4: 323,094 shares; 2026Q1: 484,187 shares; 2026Q2: 691,210 shares 691,210 $32.3M 0.39% +207,023 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: 8,196 shares; 2024Q4: 12,172 shares; 2025Q1: 25,127 shares; 2025Q2: 29,757 shares; 2025Q3: 29,366 shares; 2025Q4: 29,195 shares; 2026Q1: 38,595 shares; 2026Q2: 63,910 shares 63,910 $31.7M 0.39% +25,315 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: 6,923 shares; 2024Q4: 6,213 shares; 2025Q1: 6,882 shares; 2025Q2: 7,627 shares; 2025Q3: 7,691 shares; 2025Q4: 8,061 shares; 2026Q1: 70,608 shares; 2026Q2: 72,937 shares 72,937 $31.5M 0.38% +2,329 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: 20,513 shares; 2024Q4: 22,499 shares; 2025Q1: 23,077 shares; 2025Q2: 23,314 shares; 2025Q3: 27,421 shares; 2025Q4: 41,846 shares; 2026Q1: 80,042 shares; 2026Q2: 82,680 shares 82,680 $30.9M 0.38% +2,638 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: 71,021 shares; 2024Q4: 79,230 shares; 2025Q1: 80,009 shares; 2025Q2: 80,517 shares; 2025Q3: 82,045 shares; 2025Q4: 111,977 shares; 2026Q1: 119,615 shares; 2026Q2: 122,381 shares 122,381 $30.8M 0.37% +2,766 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: 60,872 shares; 2024Q4: 61,999 shares; 2025Q1: 59,659 shares; 2025Q2: 69,627 shares; 2025Q3: 69,777 shares; 2025Q4: 73,273 shares; 2026Q1: 70,440 shares; 2026Q2: 79,744 shares 79,744 $29.5M 0.36% +9,304 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: 16,952 shares; 2024Q4: 17,002 shares; 2025Q1: 23,862 shares; 2025Q2: 24,976 shares; 2025Q3: 25,812 shares; 2025Q4: 255,627 shares; 2026Q1: 191,350 shares; 2026Q2: 394,252 shares 394,252 $28.1M 0.34% +202,902 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: 123,603 shares; 2024Q4: 151,432 shares; 2025Q1: 239,673 shares; 2025Q2: 237,536 shares; 2025Q3: 260,728 shares; 2025Q4: 275,962 shares; 2026Q1: 225,632 shares; 2026Q2: 203,002 shares 203,002 $27.9M 0.34% -22,630 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: 85,901 shares; 2024Q4: 93,824 shares; 2025Q1: 168,859 shares; 2025Q2: 174,072 shares; 2025Q3: 172,747 shares; 2025Q4: 177,174 shares; 2026Q1: 218,562 shares; 2026Q2: 315,851 shares 315,851 $27.7M 0.34% +97,289 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: 164,149 shares; 2024Q4: 176,183 shares; 2025Q1: 181,014 shares; 2025Q2: 179,107 shares; 2025Q3: 188,176 shares; 2025Q4: 192,261 shares; 2026Q1: 191,458 shares; 2026Q2: 200,582 shares 200,582 $27.4M 0.33% +9,124 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: 22,841 shares; 2024Q4: 25,604 shares; 2025Q1: 25,806 shares; 2025Q2: 24,677 shares; 2025Q3: 24,800 shares; 2025Q4: 23,188 shares; 2026Q1: 24,339 shares; 2026Q2: 25,125 shares 25,125 $26.8M 0.33% +786 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: 16,375 shares; 2024Q4: 16,863 shares; 2025Q1: 35,612 shares; 2025Q2: 45,606 shares; 2025Q3: 46,621 shares; 2025Q4: 47,977 shares; 2026Q1: 38,200 shares; 2026Q2: 39,688 shares 39,688 $26M 0.32% +1,488 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: 53,995 shares; 2024Q4: 77,153 shares; 2025Q1: 76,387 shares; 2025Q2: 77,021 shares; 2025Q3: 76,362 shares; 2025Q4: 75,216 shares; 2026Q1: 72,056 shares; 2026Q2: 73,044 shares 73,044 $25.1M 0.3% +988 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: 31,656 shares; 2024Q4: 34,329 shares; 2025Q1: 72,684 shares; 2025Q2: 82,358 shares; 2025Q3: 81,945 shares; 2025Q4: 83,200 shares; 2026Q1: 116,308 shares; 2026Q2: 119,174 shares 119,174 $24.9M 0.3% +2,866 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: 589,434 shares; 2024Q4: 658,679 shares; 2025Q1: 246,351 shares; 2025Q2: 225,085 shares; 2025Q3: 253,773 shares; 2025Q4: 262,169 shares; 2026Q1: 247,324 shares; 2026Q2: 256,510 shares 256,510 $24.8M 0.3% +9,186 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: 148,077 shares; 2024Q4: 179,860 shares; 2025Q1: 178,377 shares; 2025Q2: 176,554 shares; 2025Q3: 179,364 shares; 2025Q4: 173,931 shares; 2026Q1: 169,269 shares; 2026Q2: 166,519 shares 166,519 $24.7M 0.3% -2,750 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,861 shares; 2025Q2: 206,484 shares; 2025Q3: 381,380 shares; 2025Q4: 407,299 shares; 2026Q1: 446,219 shares; 2026Q2: 471,133 shares 471,133 $23.2M 0.28% +24,914 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,575 shares; 2025Q2: 6,086 shares; 2025Q3: 6,056 shares; 2025Q4: 7,405 shares; 2026Q1: 415,690 shares; 2026Q2: 498,556 shares 498,556 $23M 0.28% +82,866 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 413,669 shares; 2025Q3: 428,721 shares; 2025Q4: 441,970 shares; 2026Q1: 473,390 shares; 2026Q2: 574,747 shares 574,747 $22.5M 0.27% +101,357 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: 5,151 shares; 2024Q4: 5,213 shares; 2025Q1: 13,657 shares; 2025Q2: 15,172 shares; 2025Q3: 15,597 shares; 2025Q4: 15,793 shares; 2026Q1: 21,689 shares; 2026Q2: 22,754 shares 22,754 $22.3M 0.27% +1,065 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,459 shares; 2024Q4: 135,083 shares; 2025Q1: 172,369 shares; 2025Q2: 201,147 shares; 2025Q3: 225,085 shares; 2025Q4: 290,927 shares; 2026Q1: 290,243 shares; 2026Q2: 267,753 shares 267,753 $22.2M 0.27% -22,490 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: 289,364 shares; 2024Q4: 306,246 shares; 2025Q1: 407,739 shares; 2025Q2: 396,415 shares; 2025Q3: 404,749 shares; 2025Q4: 408,035 shares; 2026Q1: 404,082 shares; 2026Q2: 436,171 shares 436,171 $22.1M 0.27% +32,089 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: 14,010 shares; 2024Q4: 23,502 shares; 2025Q1: 23,277 shares; 2025Q2: 25,865 shares; 2025Q3: 33,225 shares; 2025Q4: 35,178 shares; 2026Q1: 36,942 shares; 2026Q2: 46,019 shares 46,019 $22M 0.27% +9,077 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,923 shares; 2024Q4: 210,375 shares; 2025Q1: 212,618 shares; 2025Q2: 215,915 shares; 2025Q3: 220,578 shares; 2025Q4: 240,266 shares; 2026Q1: 261,143 shares; 2026Q2: 280,554 shares 280,554 $21.9M 0.27% +19,411 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 147,175 shares; 2025Q1: 144,975 shares; 2025Q2: 173,796 shares; 2025Q3: 242,807 shares; 2025Q4: 315,854 shares; 2026Q1: 805,072 shares; 2026Q2: 841,405 shares 841,405 $21.7M 0.26% +36,333 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: 27,505 shares; 2024Q4: 26,658 shares; 2025Q1: 27,656 shares; 2025Q2: 27,463 shares; 2025Q3: 26,788 shares; 2025Q4: 27,224 shares; 2026Q1: 27,445 shares; 2026Q2: 29,846 shares 29,846 $21.6M 0.26% +2,401 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: 4,086 shares; 2024Q4: 2,469 shares; 2025Q1: 2,337 shares; 2025Q2: 2,219 shares; 2025Q3: 3,567 shares; 2025Q4: 3,573 shares; 2026Q1: 106,947 shares; 2026Q2: 210,320 shares 210,320 $21.2M 0.26% +103,373 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,291 shares; 2024Q4: 181,631 shares; 2025Q1: 229,630 shares; 2025Q2: 232,532 shares; 2025Q3: 222,457 shares; 2025Q4: 211,837 shares; 2026Q1: 1,055,150 shares; 2026Q2: 1,116,916 shares 1,116,916 $20.7M 0.25% +61,766 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: 143,087 shares; 2024Q4: 152,605 shares; 2025Q1: 172,844 shares; 2025Q2: 169,524 shares; 2025Q3: 175,649 shares; 2025Q4: 173,890 shares; 2026Q1: 182,237 shares; 2026Q2: 174,658 shares 174,658 $20.5M 0.25% -7,579 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: 29,424 shares; 2024Q4: 32,892 shares; 2025Q1: 58,106 shares; 2025Q2: 62,293 shares; 2025Q3: 69,889 shares; 2025Q4: 89,389 shares; 2026Q1: 88,440 shares; 2026Q2: 90,097 shares 90,097 $20.5M 0.25% +1,657 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,976 shares; 2024Q4: 71,339 shares; 2025Q1: 74,839 shares; 2025Q2: 210,325 shares; 2025Q3: 380,996 shares; 2025Q4: 419,008 shares; 2026Q1: 452,270 shares; 2026Q2: 479,462 shares 479,462 $20.3M 0.25% +27,192 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,078 shares; 2024Q4: 3,613 shares; 2025Q1: 4,976 shares; 2025Q2: 3,795 shares; 2025Q3: 12,718 shares; 2025Q4: 27,892 shares; 2026Q1: 40,671 shares; 2026Q2: 40,976 shares 40,976 $20.3M 0.25% +305 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: 134,024 shares; 2024Q4: 188,693 shares; 2025Q1: 167,390 shares; 2025Q2: 175,030 shares; 2025Q3: 175,942 shares; 2025Q4: 176,855 shares; 2026Q1: 211,521 shares; 2026Q2: 274,895 shares 274,895 $19.6M 0.24% +63,374 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,155 shares; 2024Q4: 139,627 shares; 2025Q1: 131,810 shares; 2025Q2: 131,857 shares; 2025Q3: 118,004 shares; 2025Q4: 108,763 shares; 2026Q1: 958,843 shares; 2026Q2: 942,026 shares 942,026 $19.5M 0.24% -16,817 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: 10,491 shares; 2024Q4: 18,923 shares; 2025Q1: 17,907 shares; 2025Q2: 17,995 shares; 2025Q3: 28,853 shares; 2025Q4: 31,569 shares; 2026Q1: 32,457 shares; 2026Q2: 223,377 shares 223,377 $19.2M 0.23% +190,920 Timeline VDC 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: 57,780 shares; 2025Q1: 61,844 shares; 2025Q2: 65,162 shares; 2025Q3: 66,481 shares; 2025Q4: 72,921 shares; 2026Q1: 80,250 shares; 2026Q2: 84,745 shares 84,745 $19.1M 0.23% +4,495 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,016 shares; 2024Q4: 119,056 shares; 2025Q1: 129,583 shares; 2025Q2: 131,422 shares; 2025Q3: 131,163 shares; 2025Q4: 111,331 shares; 2026Q1: 1,894,992 shares; 2026Q2: 1,754,000 shares 1,754,000 $19.1M 0.23% -140,992 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,425 shares; 2024Q4: 75,767 shares; 2025Q1: 207,826 shares; 2025Q2: 215,710 shares; 2025Q3: 254,017 shares; 2025Q4: 286,778 shares; 2026Q1: 288,373 shares; 2026Q2: 279,819 shares 279,819 $19M 0.23% -8,554 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,445 shares; 2026Q2: 97,297 shares 97,297 $18.4M 0.22% +2,852 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: 66,442 shares; 2024Q4: 82,208 shares; 2025Q1: 84,993 shares; 2025Q2: 86,297 shares; 2025Q3: 91,523 shares; 2025Q4: 93,552 shares; 2026Q1: 104,285 shares; 2026Q2: 109,145 shares 109,145 $18.1M 0.22% +4,860 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,425,744 shares 1,425,744 $18M 0.22% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,293 shares; 2024Q4: 176,265 shares; 2025Q1: 285,524 shares; 2025Q2: 292,761 shares; 2025Q3: 289,605 shares; 2025Q4: 281,673 shares; 2026Q1: 294,227 shares; 2026Q2: 356,305 shares 356,305 $18M 0.22% +62,078 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,835 shares; 2024Q4: 118,138 shares; 2025Q1: 125,549 shares; 2025Q2: 125,589 shares; 2025Q3: 147,192 shares; 2025Q4: 149,526 shares; 2026Q1: 148,676 shares; 2026Q2: 153,586 shares 153,586 $17.5M 0.21% +4,910 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,966 shares; 2024Q4: 9,413 shares; 2025Q1: 21,955 shares; 2025Q2: 25,513 shares; 2025Q3: 25,359 shares; 2025Q4: 24,107 shares; 2026Q1: 31,879 shares; 2026Q2: 33,561 shares 33,561 $17.4M 0.21% +1,682 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,177 shares; 2025Q1: 30,718 shares; 2025Q2: 33,196 shares; 2025Q3: 35,716 shares; 2025Q4: 40,544 shares; 2026Q1: 39,856 shares; 2026Q2: 39,664 shares 39,664 $17.2M 0.21% -192 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,423 shares; 2024Q4: 103,367 shares; 2025Q1: 102,525 shares; 2025Q2: 102,667 shares; 2025Q3: 102,315 shares; 2025Q4: 101,732 shares; 2026Q1: 100,966 shares; 2026Q2: 100,478 shares 100,478 $16.4M 0.2% -488 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,410 shares; 2025Q1: 35,940 shares; 2025Q2: 58,286 shares; 2025Q3: 201,125 shares; 2025Q4: 208,758 shares; 2026Q1: 257,478 shares; 2026Q2: 288,095 shares 288,095 $16.4M 0.2% +30,617 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: 11,042 shares; 2024Q4: 12,899 shares; 2025Q1: 18,896 shares; 2025Q2: 12,153 shares; 2025Q3: 14,307 shares; 2025Q4: 14,179 shares; 2026Q1: 14,272 shares; 2026Q2: 32,040 shares 32,040 $16.1M 0.2% +17,768 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: 38,794 shares; 2024Q4: 144,390 shares; 2025Q1: 226,543 shares; 2025Q2: 311,227 shares; 2025Q3: 276,389 shares; 2025Q4: 283,853 shares; 2026Q1: 308,914 shares; 2026Q2: 315,057 shares 315,057 $15.9M 0.19% +6,143 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: 18,673 shares; 2024Q4: 19,761 shares; 2025Q1: 27,433 shares; 2025Q2: 30,220 shares; 2025Q3: 30,599 shares; 2025Q4: 31,113 shares; 2026Q1: 39,551 shares; 2026Q2: 39,090 shares 39,090 $15.9M 0.19% -461 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,931 shares; 2025Q4: 2,871 shares; 2026Q1: 3,663 shares; 2026Q2: 52,529 shares 52,529 $15.9M 0.19% +48,866 Timeline BRK-A 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: 12 shares; 2024Q4: 14 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $15.7M 0.19% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 724 shares; 2024Q4: 723 shares; 2025Q1: 893 shares; 2025Q2: 887 shares; 2025Q3: 933 shares; 2025Q4: 901 shares; 2026Q1: 957 shares; 2026Q2: 87,414 shares 87,414 $15.6M 0.19% +86,457 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: 19,281 shares; 2024Q4: 52,885 shares; 2025Q1: 59,228 shares; 2025Q2: 88,661 shares; 2025Q3: 95,804 shares; 2025Q4: 64,883 shares; 2026Q1: 64,910 shares; 2026Q2: 69,105 shares 69,105 $15.4M 0.19% +4,195 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 155,455 shares; 2025Q1: 198,976 shares; 2025Q2: 221,855 shares; 2025Q3: 231,972 shares; 2025Q4: 237,092 shares; 2026Q1: 243,865 shares; 2026Q2: 262,585 shares 262,585 $15.2M 0.19% +18,720 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: 4,307 shares; 2024Q4: 4,715 shares; 2025Q1: 3,937 shares; 2025Q2: 3,835 shares; 2025Q3: 3,820 shares; 2025Q4: 3,938 shares; 2026Q1: 3,980 shares; 2026Q2: 50,216 shares 50,216 $15.2M 0.18% +46,236 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: 27,417 shares; 2024Q4: 49,771 shares; 2025Q1: 53,199 shares; 2025Q2: 54,647 shares; 2025Q3: 55,091 shares; 2025Q4: 55,944 shares; 2026Q1: 55,878 shares; 2026Q2: 55,716 shares 55,716 $15.1M 0.18% -162 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: 25,431 shares; 2024Q4: 30,690 shares; 2025Q1: 33,787 shares; 2025Q2: 35,329 shares; 2025Q3: 39,144 shares; 2025Q4: 38,278 shares; 2026Q1: 39,858 shares; 2026Q2: 40,544 shares 40,544 $14.9M 0.18% +686 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: 85,399 shares; 2024Q4: 98,877 shares; 2025Q1: 97,783 shares; 2025Q2: 95,809 shares; 2025Q3: 94,613 shares; 2025Q4: 91,103 shares; 2026Q1: 97,998 shares; 2026Q2: 100,455 shares 100,455 $14.7M 0.18% +2,457 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: 13,893 shares; 2024Q4: 14,018 shares; 2025Q1: 13,307 shares; 2025Q2: 36,600 shares; 2025Q3: 89,345 shares; 2025Q4: 101,165 shares; 2026Q1: 146,708 shares; 2026Q2: 165,902 shares 165,902 $14.6M 0.18% +19,194 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: 68,929 shares; 2024Q4: 141,875 shares; 2025Q1: 136,259 shares; 2025Q2: 128,112 shares; 2025Q3: 126,633 shares; 2025Q4: 118,070 shares; 2026Q1: 110,882 shares; 2026Q2: 105,174 shares 105,174 $14.2M 0.17% -5,708 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,599 shares; 2025Q3: 216,923 shares; 2025Q4: 256,732 shares; 2026Q1: 347,520 shares; 2026Q2: 374,554 shares 374,554 $14.2M 0.17% +27,034 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: 10,975 shares; 2024Q4: 73,933 shares; 2025Q1: 65,083 shares; 2025Q2: 44,668 shares; 2025Q3: 43,435 shares; 2025Q4: 42,724 shares; 2026Q1: 39,553 shares; 2026Q2: 46,612 shares 46,612 $14.1M 0.17% +7,059 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: 55,555 shares; 2024Q4: 63,212 shares; 2025Q1: 62,909 shares; 2025Q2: 62,822 shares; 2025Q3: 62,655 shares; 2025Q4: 63,843 shares; 2026Q1: 65,997 shares; 2026Q2: 73,926 shares 73,926 $14M 0.17% +7,929 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,871 shares; 2024Q4: 185,179 shares; 2025Q1: 207,431 shares; 2025Q2: 193,632 shares; 2025Q3: 199,770 shares; 2025Q4: 208,093 shares; 2026Q1: 220,958 shares; 2026Q2: 302,827 shares 302,827 $14M 0.17% +81,869 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,239 shares; 2025Q3: 201,888 shares; 2025Q4: 226,482 shares; 2026Q1: 295,487 shares; 2026Q2: 310,853 shares 310,853 $13.8M 0.17% +15,366 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,194 shares; 2024Q4: 12,887 shares; 2025Q1: 12,370 shares; 2025Q2: 14,048 shares; 2025Q3: 12,517 shares; 2025Q4: 12,304 shares; 2026Q1: 14,716 shares; 2026Q2: 14,166 shares 14,166 $13.7M 0.17% -550 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: 427 shares; 2024Q4: 629 shares; 2025Q1: 690 shares; 2025Q2: 656 shares; 2025Q3: 783 shares; 2025Q4: 770 shares; 2026Q1: 1,122 shares; 2026Q2: 7,936 shares 7,936 $13.5M 0.16% +6,814 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,351 shares; 2025Q1: 6,056 shares; 2025Q2: 5,888 shares; 2025Q3: 6,738 shares; 2025Q4: 7,394 shares; 2026Q1: 8,636 shares; 2026Q2: 51,622 shares 51,622 $13.4M 0.16% +42,986 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: 10,061 shares; 2024Q4: 11,901 shares; 2025Q1: 13,363 shares; 2025Q2: 14,112 shares; 2025Q3: 15,139 shares; 2025Q4: 15,114 shares; 2026Q1: 16,677 shares; 2026Q2: 17,603 shares 17,603 $13.4M 0.16% +926 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: 48,170 shares; 2024Q4: 68,263 shares; 2025Q1: 77,111 shares; 2025Q2: 72,565 shares; 2025Q3: 75,428 shares; 2025Q4: 75,777 shares; 2026Q1: 76,428 shares; 2026Q2: 76,094 shares 76,094 $13.4M 0.16% -334 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: 3,125 shares; 2024Q4: 3,684 shares; 2025Q1: 18,097 shares; 2025Q2: 20,071 shares; 2025Q3: 23,820 shares; 2025Q4: 23,804 shares; 2026Q1: 33,513 shares; 2026Q2: 32,243 shares 32,243 $13.4M 0.16% -1,270 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: 29,710 shares; 2024Q4: 31,534 shares; 2025Q1: 32,509 shares; 2025Q2: 27,541 shares; 2025Q3: 34,591 shares; 2025Q4: 33,225 shares; 2026Q1: 29,515 shares; 2026Q2: 32,118 shares 32,118 $13.3M 0.16% +2,603 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255,183 shares 255,183 $13.1M 0.16% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,857 shares; 2024Q4: 97,164 shares; 2025Q1: 78,675 shares; 2025Q2: 82,697 shares; 2025Q3: 80,985 shares; 2025Q4: 79,098 shares; 2026Q1: 161,788 shares; 2026Q2: 180,896 shares 180,896 $13M 0.16% +19,108 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: 32,120 shares; 2024Q4: 51,865 shares; 2025Q1: 50,569 shares; 2025Q2: 60,546 shares; 2025Q3: 58,487 shares; 2025Q4: 57,652 shares; 2026Q1: 57,191 shares; 2026Q2: 59,419 shares 59,419 $12.9M 0.16% +2,228 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: 742,028 shares; 2024Q4: 2,221,701 shares; 2025Q1: 336,136 shares; 2025Q2: 276,008 shares; 2025Q3: 416,487 shares; 2025Q4: 398,972 shares; 2026Q1: 377,338 shares; 2026Q2: 431,498 shares 431,498 $12.7M 0.15% +54,160 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: 304,369 shares; 2024Q4: 321,922 shares; 2025Q1: 340,767 shares; 2025Q2: 363,415 shares; 2025Q3: 374,741 shares; 2025Q4: 385,687 shares; 2026Q1: 347,560 shares; 2026Q2: 344,983 shares 344,983 $12.6M 0.15% -2,577 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: 12,034 shares; 2024Q4: 15,672 shares; 2025Q1: 15,776 shares; 2025Q2: 82,298 shares; 2025Q3: 211,885 shares; 2025Q4: 245,818 shares; 2026Q1: 264,661 shares; 2026Q2: 266,889 shares 266,889 $12.6M 0.15% +2,228 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 106,259 shares 106,259 $12.6M 0.15% new 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: 61,715 shares; 2024Q4: 64,020 shares; 2025Q1: 107,778 shares; 2025Q2: 112,577 shares; 2025Q3: 116,974 shares; 2025Q4: 117,146 shares; 2026Q1: 80,592 shares; 2026Q2: 85,852 shares 85,852 $12.6M 0.15% +5,260 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: 26,119 shares; 2024Q4: 37,085 shares; 2025Q1: 74,486 shares; 2025Q2: 82,728 shares; 2025Q3: 100,553 shares; 2025Q4: 105,235 shares; 2026Q1: 110,714 shares; 2026Q2: 106,126 shares 106,126 $12.4M 0.15% -4,588 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: 99,289 shares; 2024Q4: 97,715 shares; 2025Q1: 92,647 shares; 2025Q2: 90,487 shares; 2025Q3: 89,284 shares; 2025Q4: 90,075 shares; 2026Q1: 92,740 shares; 2026Q2: 96,041 shares 96,041 $12.3M 0.15% +3,301 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,288 shares; 2026Q2: 22,585 shares 22,585 $12.2M 0.15% +9,297 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125 shares; 2024Q4: 1,247 shares; 2025Q1: 1,278 shares; 2025Q2: 1,458 shares; 2025Q3: 1,206 shares; 2025Q4: 1,003 shares; 2026Q1: 1,223 shares; 2026Q2: 11,577 shares 11,577 $12.1M 0.15% +10,354 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: 103,746 shares; 2024Q4: 104,093 shares; 2025Q1: 159,695 shares; 2025Q2: 155,173 shares; 2025Q3: 171,133 shares; 2025Q4: 177,144 shares; 2026Q1: 168,374 shares; 2026Q2: 157,656 shares 157,656 $11.9M 0.14% -10,718 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: 10,860 shares; 2024Q4: 11,592 shares; 2025Q1: 12,552 shares; 2025Q2: 13,138 shares; 2025Q3: 12,903 shares; 2025Q4: 13,889 shares; 2026Q1: 16,183 shares; 2026Q2: 16,653 shares 16,653 $11.9M 0.14% +470 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: 104,683 shares; 2024Q4: 133,355 shares; 2025Q1: 123,989 shares; 2025Q2: 132,012 shares; 2025Q3: 126,685 shares; 2025Q4: 135,843 shares; 2026Q1: 138,463 shares; 2026Q2: 146,133 shares 146,133 $11.9M 0.14% +7,670 Timeline FHLC 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: 144,507 shares; 2025Q1: 155,574 shares; 2025Q2: 170,376 shares; 2025Q3: 175,539 shares; 2025Q4: 193,277 shares; 2026Q1: 216,412 shares; 2026Q2: 153,172 shares 153,172 $11.8M 0.14% -63,240 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: 146,302 shares; 2024Q4: 161,375 shares; 2025Q1: 182,962 shares; 2025Q2: 187,070 shares; 2025Q3: 185,886 shares; 2025Q4: 187,113 shares; 2026Q1: 198,073 shares; 2026Q2: 203,793 shares 203,793 $11.6M 0.14% +5,720 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: 40,212 shares; 2024Q4: 37,307 shares; 2025Q1: 35,382 shares; 2025Q2: 32,347 shares; 2025Q3: 30,056 shares; 2025Q4: 31,634 shares; 2026Q1: 33,945 shares; 2026Q2: 38,207 shares 38,207 $11.4M 0.14% +4,262 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,985 shares; 2025Q1: 16,153 shares; 2025Q2: 17,324 shares; 2025Q3: 17,635 shares; 2025Q4: 17,895 shares; 2026Q1: 11,989 shares; 2026Q2: 11,767 shares 11,767 $11.3M 0.14% -222 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: 40,268 shares; 2024Q4: 41,472 shares; 2025Q1: 41,715 shares; 2025Q2: 41,929 shares; 2025Q3: 44,678 shares; 2025Q4: 42,006 shares; 2026Q1: 41,270 shares; 2026Q2: 41,524 shares 41,524 $11.3M 0.14% +254 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,279 shares; 2024Q4: 36,318 shares; 2025Q1: 40,364 shares; 2025Q2: 57,798 shares; 2025Q3: 108,047 shares; 2025Q4: 83,128 shares; 2026Q1: 112,395 shares; 2026Q2: 121,179 shares 121,179 $11.1M 0.14% +8,784 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: 54,530 shares; 2024Q4: 56,005 shares; 2025Q1: 54,326 shares; 2025Q2: 53,640 shares; 2025Q3: 53,217 shares; 2025Q4: 52,562 shares; 2026Q1: 51,866 shares; 2026Q2: 135,509 shares 135,509 $11.1M 0.14% +83,643 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: 34,185 shares; 2024Q4: 35,429 shares; 2025Q1: 36,263 shares; 2025Q2: 31,786 shares; 2025Q3: 32,625 shares; 2025Q4: 31,926 shares; 2026Q1: 34,194 shares; 2026Q2: 37,132 shares 37,132 $11.1M 0.13% +2,938 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: 25,801 shares; 2024Q4: 30,365 shares; 2025Q1: 34,567 shares; 2025Q2: 28,881 shares; 2025Q3: 28,096 shares; 2025Q4: 28,749 shares; 2026Q1: 49,073 shares; 2026Q2: 69,353 shares 69,353 $10.9M 0.13% +20,280 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: 234,456 shares; 2024Q4: 1,079,576 shares; 2025Q1: 335,654 shares; 2025Q2: 309,196 shares; 2025Q3: 346,169 shares; 2025Q4: 336,483 shares; 2026Q1: 322,841 shares; 2026Q2: 317,576 shares 317,576 $10.7M 0.13% -5,265 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: 41,893 shares; 2024Q4: 52,924 shares; 2025Q1: 54,376 shares; 2025Q2: 63,450 shares; 2025Q3: 54,050 shares; 2025Q4: 56,521 shares; 2026Q1: 56,018 shares; 2026Q2: 59,303 shares 59,303 $10.7M 0.13% +3,285 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: 52,840 shares; 2024Q4: 69,151 shares; 2025Q1: 98,706 shares; 2025Q2: 128,243 shares; 2025Q3: 196,067 shares; 2025Q4: 187,252 shares; 2026Q1: 191,713 shares; 2026Q2: 139,165 shares 139,165 $10.7M 0.13% -52,548 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: 7,769 shares; 2024Q4: 12,547 shares; 2025Q1: 21,204 shares; 2025Q2: 21,466 shares; 2025Q3: 22,729 shares; 2025Q4: 27,856 shares; 2026Q1: 28,968 shares; 2026Q2: 30,806 shares 30,806 $10.6M 0.13% +1,838 Timeline JSI 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: 87,997 shares; 2024Q4: 98,012 shares; 2025Q1: 119,543 shares; 2025Q2: 107,639 shares; 2025Q3: 134,695 shares; 2025Q4: 161,270 shares; 2026Q1: 230,855 shares; 2026Q2: 205,187 shares 205,187 $10.5M 0.13% -25,668 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: 11,923 shares; 2024Q4: 12,175 shares; 2025Q1: 14,686 shares; 2025Q2: 14,589 shares; 2025Q3: 14,472 shares; 2025Q4: 14,128 shares; 2026Q1: 14,433 shares; 2026Q2: 127,256 shares 127,256 $10.3M 0.12% +112,823 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,076 shares; 2025Q3: 16,638 shares; 2025Q4: 20,598 shares; 2026Q1: 409,484 shares; 2026Q2: 458,107 shares 458,107 $10.2M 0.12% +48,623 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 69,654 shares; 2025Q3: 211,990 shares; 2025Q4: 238,089 shares; 2026Q1: 317,718 shares; 2026Q2: 357,907 shares 357,907 $10.2M 0.12% +40,189 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,270 shares; 2024Q4: 63,843 shares; 2025Q1: 60,580 shares; 2025Q2: 59,094 shares; 2025Q3: 56,695 shares; 2025Q4: 56,187 shares; 2026Q1: 57,978 shares; 2026Q2: 61,163 shares 61,163 $10.2M 0.12% +3,185 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: 51,747 shares; 2024Q4: 49,332 shares; 2025Q1: 124,744 shares; 2025Q2: 128,899 shares; 2025Q3: 132,488 shares; 2025Q4: 131,936 shares; 2026Q1: 82,398 shares; 2026Q2: 86,011 shares 86,011 $10.1M 0.12% +3,613 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: not reported; 2025Q1: 30,692 shares; 2025Q2: 106,521 shares; 2025Q3: 120,172 shares; 2025Q4: 124,739 shares; 2026Q1: 132,856 shares; 2026Q2: 136,453 shares 136,453 $10.1M 0.12% +3,597 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: 15,866 shares; 2024Q4: 16,459 shares; 2025Q1: 16,594 shares; 2025Q2: 16,963 shares; 2025Q3: 18,319 shares; 2025Q4: 36,397 shares; 2026Q1: 35,280 shares; 2026Q2: 50,840 shares 50,840 $9.69M 0.12% +15,560 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,835 shares; 2024Q4: 3,123 shares; 2025Q1: 7,399 shares; 2025Q2: 8,150 shares; 2025Q3: 8,304 shares; 2025Q4: 16,412 shares; 2026Q1: 20,555 shares; 2026Q2: 96,210 shares 96,210 $9.55M 0.12% +75,655 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,655 shares; 2025Q1: 43,874 shares; 2025Q2: 44,663 shares; 2025Q3: 44,400 shares; 2025Q4: 44,495 shares; 2026Q1: 47,629 shares; 2026Q2: 55,394 shares 55,394 $9.41M 0.11% +7,765 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: 53,728 shares; 2024Q4: 72,605 shares; 2025Q1: 54,889 shares; 2025Q2: 54,695 shares; 2025Q3: 43,235 shares; 2025Q4: 27,701 shares; 2026Q1: 47,372 shares; 2026Q2: 75,436 shares 75,436 $9.39M 0.11% +28,064 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: 62,099 shares; 2024Q4: 93,919 shares; 2025Q1: 95,343 shares; 2025Q2: 93,869 shares; 2025Q3: 96,742 shares; 2025Q4: 97,196 shares; 2026Q1: 99,567 shares; 2026Q2: 102,447 shares 102,447 $9.3M 0.11% +2,880 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: 48,393 shares; 2024Q4: 53,927 shares; 2025Q1: 56,117 shares; 2025Q2: 57,971 shares; 2025Q3: 63,319 shares; 2025Q4: 64,436 shares; 2026Q1: 60,220 shares; 2026Q2: 66,273 shares 66,273 $9.28M 0.11% +6,053 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 556,798 shares 556,798 $9.27M 0.11% 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: 18,767 shares; 2024Q4: 22,751 shares; 2025Q1: 19,900 shares; 2025Q2: 19,745 shares; 2025Q3: 19,593 shares; 2025Q4: 19,989 shares; 2026Q1: 18,546 shares; 2026Q2: 74,493 shares 74,493 $9.25M 0.11% +55,947 Timeline BSCW 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: not reported; 2026Q2: 449,268 shares 449,268 $9.21M 0.11% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,832 shares; 2024Q4: 18,528 shares; 2025Q1: 19,284 shares; 2025Q2: 20,710 shares; 2025Q3: 25,995 shares; 2025Q4: 27,130 shares; 2026Q1: 30,343 shares; 2026Q2: 31,692 shares 31,692 $9.21M 0.11% +1,349 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: 32,160 shares; 2024Q4: 37,990 shares; 2025Q1: 38,529 shares; 2025Q2: 36,241 shares; 2025Q3: 34,889 shares; 2025Q4: 39,728 shares; 2026Q1: 38,662 shares; 2026Q2: 38,794 shares 38,794 $9.18M 0.11% +132 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,306 shares; 2025Q3: 120,675 shares; 2025Q4: 180,403 shares; 2026Q1: 192,615 shares; 2026Q2: 173,307 shares 173,307 $9.14M 0.11% -19,308 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,405 shares; 2024Q4: 17,703 shares; 2025Q1: 19,670 shares; 2025Q2: 21,196 shares; 2025Q3: 20,024 shares; 2025Q4: 16,321 shares; 2026Q1: 21,420 shares; 2026Q2: 133,889 shares 133,889 $9.02M 0.11% +112,469 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: 9,894 shares; 2024Q4: 11,363 shares; 2025Q1: 19,262 shares; 2025Q2: 22,930 shares; 2025Q3: 22,300 shares; 2025Q4: 23,380 shares; 2026Q1: 26,188 shares; 2026Q2: 26,473 shares 26,473 $8.86M 0.11% +285 Timeline FUTY 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: 104,026 shares; 2025Q1: 111,358 shares; 2025Q2: 118,415 shares; 2025Q3: 120,338 shares; 2025Q4: 131,183 shares; 2026Q1: 141,953 shares; 2026Q2: 151,028 shares 151,028 $8.82M 0.11% +9,075 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,337 shares; 2024Q4: 166,088 shares; 2025Q1: 167,156 shares; 2025Q2: 176,584 shares; 2025Q3: 163,781 shares; 2025Q4: 96,738 shares; 2026Q1: 23,771 shares; 2026Q2: 834,715 shares 834,715 $8.76M 0.11% +810,944 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,578 shares; 2025Q1: 30,973 shares; 2025Q2: 45,002 shares; 2025Q3: 48,666 shares; 2025Q4: 114,601 shares; 2026Q1: 145,291 shares; 2026Q2: 163,661 shares 163,661 $8.69M 0.11% +18,370 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: 18,940 shares; 2024Q4: 20,247 shares; 2025Q1: 21,244 shares; 2025Q2: 21,742 shares; 2025Q3: 22,148 shares; 2025Q4: 23,118 shares; 2026Q1: 24,006 shares; 2026Q2: 25,399 shares 25,399 $8.65M 0.11% +1,393 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,291 shares; 2025Q3: 132,441 shares; 2025Q4: 143,570 shares; 2026Q1: 187,357 shares; 2026Q2: 227,691 shares 227,691 $8.54M 0.1% +40,334 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: 22,010 shares; 2024Q4: 22,083 shares; 2025Q1: 21,040 shares; 2025Q2: 21,226 shares; 2025Q3: 21,193 shares; 2025Q4: 21,723 shares; 2026Q1: 22,271 shares; 2026Q2: 23,363 shares 23,363 $8.46M 0.1% +1,092 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,187 shares; 2024Q4: 31,668 shares; 2025Q1: 30,905 shares; 2025Q2: 30,708 shares; 2025Q3: 30,801 shares; 2025Q4: 30,282 shares; 2026Q1: 29,792 shares; 2026Q2: 51,136 shares 51,136 $8.4M 0.1% +21,344 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,831 shares; 2024Q4: 27,058 shares; 2025Q1: 28,999 shares; 2025Q2: 28,274 shares; 2025Q3: 26,064 shares; 2025Q4: 27,813 shares; 2026Q1: 145,134 shares; 2026Q2: 150,679 shares 150,679 $8.36M 0.1% +5,545 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,862 shares; 2024Q4: 62,493 shares; 2025Q1: 65,354 shares; 2025Q2: 59,726 shares; 2025Q3: 60,821 shares; 2025Q4: 60,423 shares; 2026Q1: 85,160 shares; 2026Q2: 99,520 shares 99,520 $8.33M 0.1% +14,360 Timeline MYCF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 327,199 shares 327,199 $8.2M 0.1% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,503 shares; 2024Q4: 53,508 shares; 2025Q1: 56,993 shares; 2025Q2: 60,749 shares; 2025Q3: 59,945 shares; 2025Q4: 62,519 shares; 2026Q1: 91,023 shares; 2026Q2: 136,213 shares 136,213 $8.13M 0.1% +45,190 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: 41,833 shares; 2024Q4: 44,481 shares; 2025Q1: 43,895 shares; 2025Q2: 46,503 shares; 2025Q3: 46,532 shares; 2025Q4: 47,104 shares; 2026Q1: 46,812 shares; 2026Q2: 51,517 shares 51,517 $8.09M 0.1% +4,705 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: 16,586 shares; 2024Q4: 17,243 shares; 2025Q1: 31,062 shares; 2025Q2: 18,307 shares; 2025Q3: 18,735 shares; 2025Q4: 18,529 shares; 2026Q1: 18,940 shares; 2026Q2: 18,967 shares 18,967 $8.08M 0.1% +27 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: 6,447 shares; 2024Q4: 9,049 shares; 2025Q1: 17,194 shares; 2025Q2: 20,223 shares; 2025Q3: 30,765 shares; 2025Q4: 29,090 shares; 2026Q1: 29,935 shares; 2026Q2: 30,047 shares 30,047 $8.08M 0.1% +112 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 99,058 shares; 2026Q2: 282,576 shares 282,576 $8.02M 0.1% +183,518 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: 21,391 shares; 2024Q4: 20,656 shares; 2025Q1: 20,224 shares; 2025Q2: 20,914 shares; 2025Q3: 21,027 shares; 2025Q4: 21,577 shares; 2026Q1: 22,245 shares; 2026Q2: 22,487 shares 22,487 $7.97M 0.1% +242 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 137,661 shares 137,661 $7.88M 0.1% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,943 shares; 2024Q4: 13,844 shares; 2025Q1: 13,134 shares; 2025Q2: 13,945 shares; 2025Q3: 14,493 shares; 2025Q4: 12,863 shares; 2026Q1: 12,935 shares; 2026Q2: 12,332 shares 12,332 $7.82M 0.1% -603 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,884 shares; 2025Q2: 19,549 shares; 2025Q3: 39,140 shares; 2025Q4: 51,555 shares; 2026Q1: 63,986 shares; 2026Q2: 57,975 shares 57,975 $7.73M 0.09% -6,011 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: 30,409 shares; 2024Q4: 29,680 shares; 2025Q1: 42,927 shares; 2025Q2: 43,719 shares; 2025Q3: 44,334 shares; 2025Q4: 43,499 shares; 2026Q1: 43,692 shares; 2026Q2: 41,035 shares 41,035 $7.58M 0.09% -2,657 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,129 shares; 2026Q2: 289,402 shares 289,402 $7.48M 0.09% +214,273 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: 74,134 shares; 2024Q4: 120,971 shares; 2025Q1: 11,837 shares; 2025Q2: 10,227 shares; 2025Q3: 10,142 shares; 2025Q4: 10,477 shares; 2026Q1: 13,935 shares; 2026Q2: 14,139 shares 14,139 $7.39M 0.09% +204 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,617 shares; 2025Q2: 49,017 shares; 2025Q3: 148,719 shares; 2025Q4: 149,334 shares; 2026Q1: 154,480 shares; 2026Q2: 156,796 shares 156,796 $7.36M 0.09% +2,316 Timeline OPER ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 103,997 shares; 2025Q1: 103,026 shares; 2025Q2: 104,295 shares; 2025Q3: 93,724 shares; 2025Q4: 82,833 shares; 2026Q1: 77,151 shares; 2026Q2: 72,967 shares 72,967 $7.3M 0.09% -4,184 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: 41,869 shares 41,869 $7.15M 0.09% new 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: 22,082 shares; 2024Q4: 33,493 shares; 2025Q1: 36,877 shares; 2025Q2: 31,871 shares; 2025Q3: 31,368 shares; 2025Q4: 29,941 shares; 2026Q1: 28,436 shares; 2026Q2: 33,103 shares 33,103 $7.04M 0.09% +4,667 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: 33,291 shares; 2024Q4: 35,039 shares; 2025Q1: 38,050 shares; 2025Q2: 37,634 shares; 2025Q3: 38,056 shares; 2025Q4: 39,280 shares; 2026Q1: 41,004 shares; 2026Q2: 44,087 shares 44,087 $6.97M 0.08% +3,083 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: 12,368 shares; 2024Q4: 16,812 shares; 2025Q1: 17,764 shares; 2025Q2: 16,502 shares; 2025Q3: 17,726 shares; 2025Q4: 16,513 shares; 2026Q1: 17,522 shares; 2026Q2: 17,524 shares 17,524 $6.96M 0.08% +2 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,304 shares; 2024Q4: 1,238 shares; 2025Q1: 2,018 shares; 2025Q2: 2,967 shares; 2025Q3: 3,776 shares; 2025Q4: 4,127 shares; 2026Q1: 4,666 shares; 2026Q2: 12,253 shares 12,253 $6.87M 0.08% +7,587 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,915 shares; 2024Q4: 21,287 shares; 2025Q1: 19,594 shares; 2025Q2: 18,161 shares; 2025Q3: 17,431 shares; 2025Q4: 17,841 shares; 2026Q1: 17,580 shares; 2026Q2: 36,041 shares 36,041 $6.87M 0.08% +18,461 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: 56,893 shares; 2024Q4: 63,025 shares; 2025Q1: 36,540 shares; 2025Q2: 34,223 shares; 2025Q3: 30,202 shares; 2025Q4: 29,638 shares; 2026Q1: 123,663 shares; 2026Q2: 123,660 shares 123,660 $6.7M 0.08% -3 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: 18,140 shares; 2024Q4: 35,678 shares; 2025Q1: 34,045 shares; 2025Q2: 32,519 shares; 2025Q3: 32,377 shares; 2025Q4: 33,488 shares; 2026Q1: 32,098 shares; 2026Q2: 30,085 shares 30,085 $6.63M 0.08% -2,013 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: 56,493 shares; 2024Q4: 62,923 shares; 2025Q1: 60,696 shares; 2025Q2: 54,072 shares; 2025Q3: 58,134 shares; 2025Q4: 55,426 shares; 2026Q1: 67,029 shares; 2026Q2: 65,796 shares 65,796 $6.51M 0.08% -1,233 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: 55,044 shares; 2024Q4: 125,378 shares; 2025Q1: 122,715 shares; 2025Q2: 126,148 shares; 2025Q3: 171,813 shares; 2025Q4: 177,271 shares; 2026Q1: 179,482 shares; 2026Q2: 180,023 shares 180,023 $6.5M 0.08% +541 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,652 shares; 2024Q4: 26,705 shares; 2025Q1: 27,161 shares; 2025Q2: 25,220 shares; 2025Q3: 24,801 shares; 2025Q4: 25,407 shares; 2026Q1: 26,264 shares; 2026Q2: 26,405 shares 26,405 $6.5M 0.08% +141 Timeline IGLB 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: 43,751 shares; 2026Q2: 129,509 shares 129,509 $6.48M 0.08% +85,758 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: 73,503 shares; 2024Q4: 78,368 shares; 2025Q1: 80,437 shares; 2025Q2: 78,652 shares; 2025Q3: 75,134 shares; 2025Q4: 76,465 shares; 2026Q1: 75,846 shares; 2026Q2: 77,561 shares 77,561 $6.41M 0.08% +1,715 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: 70,244 shares; 2024Q4: 218,320 shares; 2025Q1: 208,941 shares; 2025Q2: 202,107 shares; 2025Q3: 190,458 shares; 2025Q4: 186,404 shares; 2026Q1: 187,305 shares; 2026Q2: 201,216 shares 201,216 $6.38M 0.08% +13,911 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,118 shares; 2025Q3: 153,275 shares; 2025Q4: 164,674 shares; 2026Q1: 174,795 shares; 2026Q2: 146,950 shares 146,950 $6.33M 0.08% -27,845 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 853,015 shares; 2024Q4: 864,905 shares; 2025Q1: 795,165 shares; 2025Q2: 786,903 shares; 2025Q3: 772,510 shares; 2025Q4: 743,474 shares; 2026Q1: 596,296 shares; 2026Q2: 585,666 shares 585,666 $6.32M 0.08% -10,630 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: 56,667 shares; 2024Q4: 72,895 shares; 2025Q1: 73,379 shares; 2025Q2: 85,084 shares; 2025Q3: 86,149 shares; 2025Q4: 69,038 shares; 2026Q1: 64,960 shares; 2026Q2: 65,680 shares 65,680 $6.29M 0.08% +720 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,582 shares; 2024Q4: 117,066 shares; 2025Q1: 116,260 shares; 2025Q2: 116,233 shares; 2025Q3: 114,400 shares; 2025Q4: 113,600 shares; 2026Q1: 115,621 shares; 2026Q2: 154,666 shares 154,666 $6.29M 0.08% +39,045 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: 33,887 shares; 2024Q4: 41,540 shares; 2025Q1: 42,867 shares; 2025Q2: 42,541 shares; 2025Q3: 45,497 shares; 2025Q4: 44,526 shares; 2026Q1: 48,647 shares; 2026Q2: 49,600 shares 49,600 $6.28M 0.08% +953 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: 2,512 shares; 2024Q4: 2,766 shares; 2025Q1: 2,768 shares; 2025Q2: 2,612 shares; 2025Q3: 2,529 shares; 2025Q4: 3,112 shares; 2026Q1: 5,208 shares; 2026Q2: 97,853 shares 97,853 $6.28M 0.08% +92,645 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,306 shares; 2024Q4: 172,997 shares; 2025Q1: 177,995 shares; 2025Q2: 185,715 shares; 2025Q3: 186,333 shares; 2025Q4: 181,933 shares; 2026Q1: 179,987 shares; 2026Q2: 168,469 shares 168,469 $6.28M 0.08% -11,518 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: 28,228 shares 28,228 $6.24M 0.08% new 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: 3,411 shares; 2025Q4: 6,516 shares; 2026Q1: 8,838 shares; 2026Q2: 9,627 shares 9,627 $6.15M 0.07% +789 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: 27,447 shares 27,447 $6.15M 0.07% new 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: 12,903 shares; 2024Q4: 16,064 shares; 2025Q1: 16,681 shares; 2025Q2: 16,259 shares; 2025Q3: 16,848 shares; 2025Q4: 17,184 shares; 2026Q1: 16,593 shares; 2026Q2: 18,095 shares 18,095 $6.12M 0.07% +1,502 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,258 shares; 2025Q3: 96,839 shares; 2025Q4: 118,180 shares; 2026Q1: 162,865 shares; 2026Q2: 186,453 shares 186,453 $6.12M 0.07% +23,588 Timeline BSCX 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: not reported; 2026Q2: 289,335 shares 289,335 $6.09M 0.07% new Timeline LEMB 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: not reported; 2026Q2: 143,459 shares 143,459 $6.09M 0.07% new 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: 10,223 shares; 2024Q4: 11,996 shares; 2025Q1: 11,235 shares; 2025Q2: 11,423 shares; 2025Q3: 11,756 shares; 2025Q4: 12,048 shares; 2026Q1: 11,819 shares; 2026Q2: 11,935 shares 11,935 $6.08M 0.07% +116 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: 75,085 shares; 2024Q4: 85,707 shares; 2025Q1: 89,050 shares; 2025Q2: 89,849 shares; 2025Q3: 85,396 shares; 2025Q4: 92,527 shares; 2026Q1: 100,445 shares; 2026Q2: 104,485 shares 104,485 $6.02M 0.07% +4,040 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,416 shares; 2024Q4: 21,632 shares; 2025Q1: 22,520 shares; 2025Q2: 23,696 shares; 2025Q3: 24,457 shares; 2025Q4: 24,876 shares; 2026Q1: 25,714 shares; 2026Q2: 27,505 shares 27,505 $5.95M 0.07% +1,791 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,755 shares; 2025Q2: 98,259 shares; 2025Q3: 97,938 shares; 2025Q4: 88,055 shares; 2026Q1: 110,952 shares; 2026Q2: 120,983 shares 120,983 $5.92M 0.07% +10,031 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: 31,392 shares; 2024Q4: 33,450 shares; 2025Q1: 35,542 shares; 2025Q2: 34,464 shares; 2025Q3: 35,469 shares; 2025Q4: 36,618 shares; 2026Q1: 36,701 shares; 2026Q2: 38,985 shares 38,985 $5.91M 0.07% +2,284 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: 25,924 shares; 2024Q4: 26,129 shares; 2025Q1: 25,454 shares; 2025Q2: 25,306 shares; 2025Q3: 25,101 shares; 2025Q4: 24,475 shares; 2026Q1: 24,541 shares; 2026Q2: 24,254 shares 24,254 $5.89M 0.07% -287 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,863 shares; 2024Q4: 12,452 shares; 2025Q1: 21,025 shares; 2025Q2: 12,961 shares; 2025Q3: 13,669 shares; 2025Q4: 13,426 shares; 2026Q1: 12,661 shares; 2026Q2: 22,447 shares 22,447 $5.86M 0.07% +9,786 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,187 shares; 2024Q4: 155,201 shares; 2025Q1: 156,259 shares; 2025Q2: 150,282 shares; 2025Q3: 147,744 shares; 2025Q4: 141,444 shares; 2026Q1: 141,654 shares; 2026Q2: 131,034 shares 131,034 $5.81M 0.07% -10,620 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,328 shares 10,328 $5.81M 0.07% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,298 shares; 2025Q3: 147,042 shares; 2025Q4: 148,221 shares; 2026Q1: 215,320 shares; 2026Q2: 221,425 shares 221,425 $5.8M 0.07% +6,105 Timeline UCON 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: 1,301,527 shares; 2024Q4: 1,378,806 shares; 2025Q1: 447,681 shares; 2025Q2: 353,222 shares; 2025Q3: 355,780 shares; 2025Q4: 331,050 shares; 2026Q1: 234,628 shares; 2026Q2: 232,625 shares 232,625 $5.79M 0.07% -2,003 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: 22,276 shares; 2024Q4: 23,925 shares; 2025Q1: 10,824 shares; 2025Q2: 10,944 shares; 2025Q3: 10,805 shares; 2025Q4: 10,083 shares; 2026Q1: 9,691 shares; 2026Q2: 9,002 shares 9,002 $5.77M 0.07% -689 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: 8,630 shares; 2024Q4: 9,594 shares; 2025Q1: 10,491 shares; 2025Q2: 9,269 shares; 2025Q3: 10,427 shares; 2025Q4: 10,429 shares; 2026Q1: 10,597 shares; 2026Q2: 11,727 shares 11,727 $5.76M 0.07% +1,130 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,576 shares; 2024Q4: 7,794 shares; 2025Q1: 6,780 shares; 2025Q2: 6,598 shares; 2025Q3: 7,062 shares; 2025Q4: 6,728 shares; 2026Q1: 7,372 shares; 2026Q2: 7,616 shares 7,616 $5.75M 0.07% +244 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,131 shares; 2024Q4: 36,779 shares; 2025Q1: 30,699 shares; 2025Q2: 25,899 shares; 2025Q3: 26,576 shares; 2025Q4: 26,878 shares; 2026Q1: 25,759 shares; 2026Q2: 78,310 shares 78,310 $5.75M 0.07% +52,551 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: 1,275 shares; 2026Q1: 1,652 shares; 2026Q2: 2,515 shares 2,515 $5.72M 0.07% +863 Timeline BSCV 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: not reported; 2026Q2: 347,477 shares 347,477 $5.69M 0.07% new Timeline IBDZ 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: 218,132 shares 218,132 $5.68M 0.07% new Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 245,087 shares 245,087 $5.68M 0.07% new 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: 6,547 shares; 2024Q4: 9,083 shares; 2025Q1: 8,414 shares; 2025Q2: 8,143 shares; 2025Q3: 8,097 shares; 2025Q4: 8,301 shares; 2026Q1: 7,890 shares; 2026Q2: 8,047 shares 8,047 $5.66M 0.07% +157 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420,835 shares; 2024Q4: 423,861 shares; 2025Q1: 413,083 shares; 2025Q2: 409,908 shares; 2025Q3: 407,697 shares; 2025Q4: 399,973 shares; 2026Q1: 281,070 shares; 2026Q2: 274,887 shares 274,887 $5.65M 0.07% -6,183 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,991 shares; 2024Q4: 4,437 shares; 2025Q1: 4,551 shares; 2025Q2: 66,776 shares; 2025Q3: 64,269 shares; 2025Q4: 63,749 shares; 2026Q1: 62,631 shares; 2026Q2: 61,218 shares 61,218 $5.64M 0.07% -1,413 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: 48,817 shares; 2024Q4: 55,773 shares; 2025Q1: 62,322 shares; 2025Q2: 59,155 shares; 2025Q3: 59,548 shares; 2025Q4: 56,755 shares; 2026Q1: 54,489 shares; 2026Q2: 58,532 shares 58,532 $5.63M 0.07% +4,043 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: 17,479 shares; 2024Q4: 18,483 shares; 2025Q1: 19,217 shares; 2025Q2: 21,219 shares; 2025Q3: 23,386 shares; 2025Q4: 25,159 shares; 2026Q1: 25,735 shares; 2026Q2: 26,403 shares 26,403 $5.62M 0.07% +668 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: 21,732 shares; 2024Q4: 21,499 shares; 2025Q1: 23,916 shares; 2025Q2: 22,107 shares; 2025Q3: 21,116 shares; 2025Q4: 20,111 shares; 2026Q1: 19,144 shares; 2026Q2: 20,804 shares 20,804 $5.58M 0.07% +1,660 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,400 shares; 2024Q4: 64,666 shares; 2025Q1: 42,369 shares; 2025Q2: 40,670 shares; 2025Q3: 51,079 shares; 2025Q4: 56,964 shares; 2026Q1: 57,744 shares; 2026Q2: 53,201 shares 53,201 $5.53M 0.07% -4,543 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: 41,830 shares; 2024Q4: 42,213 shares; 2025Q1: 44,327 shares; 2025Q2: 44,592 shares; 2025Q3: 46,240 shares; 2025Q4: 47,533 shares; 2026Q1: 50,119 shares; 2026Q2: 70,557 shares 70,557 $5.52M 0.07% +20,438 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,754 shares; 2026Q2: 109,397 shares 109,397 $5.51M 0.07% +61,643 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,863 shares 51,863 $5.46M 0.07% new Timeline FNDE 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: 119,668 shares; 2024Q4: 126,143 shares; 2025Q1: 122,346 shares; 2025Q2: 128,414 shares; 2025Q3: 121,897 shares; 2025Q4: 122,685 shares; 2026Q1: 136,533 shares; 2026Q2: 135,326 shares 135,326 $5.37M 0.07% -1,207 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: 241,689 shares; 2024Q4: 214,207 shares; 2025Q1: 224,184 shares; 2025Q2: 274,974 shares; 2025Q3: 267,788 shares; 2025Q4: 216,700 shares; 2026Q1: 208,624 shares; 2026Q2: 254,687 shares 254,687 $5.27M 0.06% +46,063 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: 149,181 shares; 2024Q4: 154,450 shares; 2025Q1: 131,782 shares; 2025Q2: 115,501 shares; 2025Q3: 116,768 shares; 2025Q4: 109,226 shares; 2026Q1: 108,146 shares; 2026Q2: 123,311 shares 123,311 $5.22M 0.06% +15,165 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: 29,304 shares; 2024Q4: 121,060 shares; 2025Q1: 108,206 shares; 2025Q2: 113,581 shares; 2025Q3: 107,257 shares; 2025Q4: 98,511 shares; 2026Q1: 97,996 shares; 2026Q2: 89,452 shares 89,452 $5.17M 0.06% -8,544 Timeline JPUS 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: 37,295 shares; 2024Q4: 39,926 shares; 2025Q1: 45,092 shares; 2025Q2: 46,957 shares; 2025Q3: 51,262 shares; 2025Q4: 39,152 shares; 2026Q1: 38,820 shares; 2026Q2: 36,807 shares 36,807 $5.16M 0.06% -2,013 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: 1,679 shares; 2024Q4: 736 shares; 2025Q1: 792 shares; 2025Q2: 1,557 shares; 2025Q3: 1,437 shares; 2025Q4: 1,689 shares; 2026Q1: 2,101 shares; 2026Q2: 2,599 shares 2,599 $5.15M 0.06% +498 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: 59,045 shares; 2024Q4: 58,590 shares; 2025Q1: 51,316 shares; 2025Q2: 50,877 shares; 2025Q3: 50,258 shares; 2025Q4: 49,939 shares; 2026Q1: 50,326 shares; 2026Q2: 53,348 shares 53,348 $5.15M 0.06% +3,022 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,495 shares; 2026Q1: 91,442 shares; 2026Q2: 102,927 shares 102,927 $5.13M 0.06% +11,485 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: 46,578 shares; 2024Q4: 134,913 shares; 2025Q1: 132,817 shares; 2025Q2: 135,653 shares; 2025Q3: 179,545 shares; 2025Q4: 184,016 shares; 2026Q1: 199,625 shares; 2026Q2: 184,080 shares 184,080 $5.1M 0.06% -15,545 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: 33,164 shares; 2024Q4: 32,600 shares; 2025Q1: 33,128 shares; 2025Q2: 31,640 shares; 2025Q3: 30,199 shares; 2025Q4: 30,201 shares; 2026Q1: 29,319 shares; 2026Q2: 35,582 shares 35,582 $5.09M 0.06% +6,263 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,673 shares; 2024Q4: 19,962 shares; 2025Q1: 19,612 shares; 2025Q2: 20,666 shares; 2025Q3: 21,362 shares; 2025Q4: 19,354 shares; 2026Q1: 20,389 shares; 2026Q2: 21,267 shares 21,267 $5.05M 0.06% +878 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,328 shares; 2026Q2: 157,771 shares 157,771 $5.01M 0.06% +96,443 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 2,955 shares; 2026Q2: 65,417 shares 65,417 $4.95M 0.06% +62,462 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: 282,705 shares; 2024Q4: 308,277 shares; 2025Q1: 313,048 shares; 2025Q2: 301,061 shares; 2025Q3: 287,784 shares; 2025Q4: 263,309 shares; 2026Q1: 267,887 shares; 2026Q2: 258,560 shares 258,560 $4.94M 0.06% -9,327 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 94,656 shares 94,656 $4.9M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123,649 shares 123,649 $4.89M 0.06% new 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: 26,999 shares; 2024Q4: 37,999 shares; 2025Q1: 34,909 shares; 2025Q2: 35,780 shares; 2025Q3: 37,285 shares; 2025Q4: 36,647 shares; 2026Q1: 35,667 shares; 2026Q2: 38,585 shares 38,585 $4.87M 0.06% +2,918 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: 5,851 shares; 2024Q4: 8,600 shares; 2025Q1: 8,444 shares; 2025Q2: 19,826 shares; 2025Q3: 53,724 shares; 2025Q4: 59,297 shares; 2026Q1: 66,707 shares; 2026Q2: 72,139 shares 72,139 $4.87M 0.06% +5,432 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: 16,908 shares; 2024Q4: 52,179 shares; 2025Q1: 51,987 shares; 2025Q2: 56,788 shares; 2025Q3: 118,327 shares; 2025Q4: 118,156 shares; 2026Q1: 116,449 shares; 2026Q2: 131,918 shares 131,918 $4.86M 0.06% +15,469 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: 10,964 shares; 2025Q3: 17,715 shares; 2025Q4: 19,665 shares; 2026Q1: 25,137 shares; 2026Q2: 30,062 shares 30,062 $4.86M 0.06% +4,925 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,883 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117,466 shares 117,466 $4.8M 0.06% new Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,542 shares; 2024Q4: 14,117 shares; 2025Q1: 15,244 shares; 2025Q2: 15,244 shares; 2025Q3: 17,260 shares; 2025Q4: 36,991 shares; 2026Q1: 161,468 shares; 2026Q2: 162,842 shares 162,842 $4.79M 0.06% +1,374 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: 7,389 shares; 2024Q4: 7,991 shares; 2025Q1: 34,790 shares; 2025Q2: 40,638 shares; 2025Q3: 41,680 shares; 2025Q4: 41,841 shares; 2026Q1: 10,982 shares; 2026Q2: 34,890 shares 34,890 $4.78M 0.06% +23,908 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: 65,962 shares; 2024Q4: 103,366 shares; 2025Q1: 105,086 shares; 2025Q2: 100,651 shares; 2025Q3: 115,203 shares; 2025Q4: 120,853 shares; 2026Q1: 128,792 shares; 2026Q2: 130,424 shares 130,424 $4.73M 0.06% +1,632 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: 30,859 shares; 2024Q4: 34,907 shares; 2025Q1: 35,093 shares; 2025Q2: 37,492 shares; 2025Q3: 37,328 shares; 2025Q4: 37,697 shares; 2026Q1: 38,501 shares; 2026Q2: 40,271 shares 40,271 $4.72M 0.06% +1,770 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: 10,536 shares; 2024Q4: 10,380 shares; 2025Q1: 16,854 shares; 2025Q2: 24,883 shares; 2025Q3: 22,837 shares; 2025Q4: 11,133 shares; 2026Q1: 11,997 shares; 2026Q2: 11,813 shares 11,813 $4.7M 0.06% -184 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: 27,651 shares; 2024Q4: 31,738 shares; 2025Q1: 30,485 shares; 2025Q2: 32,659 shares; 2025Q3: 43,003 shares; 2025Q4: 43,353 shares; 2026Q1: 45,992 shares; 2026Q2: 48,280 shares 48,280 $4.56M 0.06% +2,288 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,763 shares; 2024Q4: 109,346 shares; 2025Q1: 108,544 shares; 2025Q2: 123,623 shares; 2025Q3: 108,235 shares; 2025Q4: 88,570 shares; 2026Q1: 167,488 shares; 2026Q2: 176,502 shares 176,502 $4.53M 0.06% +9,014 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,670 shares; 2024Q4: 61,465 shares; 2025Q1: 59,681 shares; 2025Q2: 66,385 shares; 2025Q3: 62,058 shares; 2025Q4: 52,391 shares; 2026Q1: 52,388 shares; 2026Q2: 94,492 shares 94,492 $4.51M 0.05% +42,104 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: 33,635 shares; 2024Q4: 33,364 shares; 2025Q1: 35,081 shares; 2025Q2: 34,334 shares; 2025Q3: 42,550 shares; 2025Q4: 44,332 shares; 2026Q1: 43,558 shares; 2026Q2: 43,238 shares 43,238 $4.47M 0.05% -320 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: 6,072 shares; 2024Q4: 5,740 shares; 2025Q1: 6,059 shares; 2025Q2: 7,206 shares; 2025Q3: 5,817 shares; 2025Q4: 5,599 shares; 2026Q1: 8,478 shares; 2026Q2: 6,174 shares 6,174 $4.45M 0.05% -2,304 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,200 shares; 2024Q4: 14,762 shares; 2025Q1: 55,222 shares; 2025Q2: 63,122 shares; 2025Q3: 61,545 shares; 2025Q4: 43,599 shares; 2026Q1: 21,271 shares; 2026Q2: 26,480 shares 26,480 $4.44M 0.05% +5,209 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,490 shares; 2024Q4: 12,465 shares; 2025Q1: 12,010 shares; 2025Q2: 16,529 shares; 2025Q3: 21,501 shares; 2025Q4: 30,060 shares; 2026Q1: 26,685 shares; 2026Q2: 18,241 shares 18,241 $4.42M 0.05% -8,444 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,080 shares; 2024Q4: 29,102 shares; 2025Q1: 14,003 shares; 2025Q2: 14,013 shares; 2025Q3: 8,313 shares; 2025Q4: 8,712 shares; 2026Q1: 8,734 shares; 2026Q2: 104,252 shares 104,252 $4.42M 0.05% +95,518 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: 3,258 shares; 2024Q4: 3,515 shares; 2025Q1: 3,403 shares; 2025Q2: 3,755 shares; 2025Q3: 3,265 shares; 2025Q4: 3,612 shares; 2026Q1: 4,065 shares; 2026Q2: 11,672 shares 11,672 $4.38M 0.05% +7,607 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,154 shares; 2025Q1: 2,528 shares; 2025Q2: 2,687 shares; 2025Q3: 2,232 shares; 2025Q4: 2,565 shares; 2026Q1: 2,331 shares; 2026Q2: 26,079 shares 26,079 $4.35M 0.05% +23,748 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,245 shares; 2024Q4: 48,206 shares; 2025Q1: 41,499 shares; 2025Q2: 41,855 shares; 2025Q3: 41,848 shares; 2025Q4: 40,805 shares; 2026Q1: 42,445 shares; 2026Q2: 42,425 shares 42,425 $4.34M 0.05% -20 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL 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: 43,190 shares 43,190 $4.32M 0.05% new 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: 12,285 shares; 2024Q4: 13,783 shares; 2025Q1: 13,579 shares; 2025Q2: 13,685 shares; 2025Q3: 13,740 shares; 2025Q4: 16,645 shares; 2026Q1: 15,564 shares; 2026Q2: 17,812 shares 17,812 $4.32M 0.05% +2,248 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: 11,351 shares; 2024Q4: 12,577 shares; 2025Q1: 12,346 shares; 2025Q2: 13,295 shares; 2025Q3: 13,160 shares; 2025Q4: 13,391 shares; 2026Q1: 13,996 shares; 2026Q2: 19,324 shares 19,324 $4.27M 0.05% +5,328 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,343 shares; 2024Q4: 14,252 shares; 2025Q1: 14,508 shares; 2025Q2: 15,638 shares; 2025Q3: 15,825 shares; 2025Q4: 15,158 shares; 2026Q1: 14,761 shares; 2026Q2: 19,509 shares 19,509 $4.26M 0.05% +4,748 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: 5,909 shares; 2024Q4: 5,906 shares; 2025Q1: 6,078 shares; 2025Q2: 7,706 shares; 2025Q3: 8,443 shares; 2025Q4: 8,159 shares; 2026Q1: 8,107 shares; 2026Q2: 8,281 shares 8,281 $4.22M 0.05% +174 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: 41,020 shares; 2024Q4: 40,987 shares; 2025Q1: 41,314 shares; 2025Q2: 37,587 shares; 2025Q3: 45,788 shares; 2025Q4: 46,738 shares; 2026Q1: 49,858 shares; 2026Q2: 48,477 shares 48,477 $4.21M 0.05% -1,381 Timeline IBDW 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: 201,721 shares 201,721 $4.2M 0.05% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,311 shares; 2025Q2: 2,967 shares; 2025Q3: 1,948 shares; 2025Q4: 2,092 shares; 2026Q1: 9,739 shares; 2026Q2: 16,816 shares 16,816 $4.2M 0.05% +7,077 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,334 shares; 2025Q1: 7,334 shares; 2025Q2: 7,334 shares; 2025Q3: 7,334 shares; 2025Q4: 7,484 shares; 2026Q1: 7,812 shares; 2026Q2: 55,827 shares 55,827 $4.2M 0.05% +48,015 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: 18,868 shares; 2024Q4: 21,927 shares; 2025Q1: 26,570 shares; 2025Q2: 27,858 shares; 2025Q3: 26,593 shares; 2025Q4: 26,403 shares; 2026Q1: 27,617 shares; 2026Q2: 28,986 shares 28,986 $4.19M 0.05% +1,369 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: 8,074 shares; 2024Q4: 8,906 shares; 2025Q1: 10,202 shares; 2025Q2: 9,789 shares; 2025Q3: 9,386 shares; 2025Q4: 8,557 shares; 2026Q1: 8,632 shares; 2026Q2: 21,432 shares 21,432 $4.17M 0.05% +12,800 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,592 shares; 2024Q4: 1,722 shares; 2025Q1: 3,494 shares; 2025Q2: 3,348 shares; 2025Q3: 3,463 shares; 2025Q4: 3,567 shares; 2026Q1: 3,831 shares; 2026Q2: 6,662 shares 6,662 $4.15M 0.05% +2,831 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,930 shares; 2024Q4: 2,077 shares; 2025Q1: 2,236 shares; 2025Q2: 2,198 shares; 2025Q3: 1,854 shares; 2025Q4: 2,014 shares; 2026Q1: 3,315 shares; 2026Q2: 12,465 shares 12,465 $4.13M 0.05% +9,150 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: 20,728 shares; 2024Q4: 22,381 shares; 2025Q1: 24,065 shares; 2025Q2: 26,240 shares; 2025Q3: 28,765 shares; 2025Q4: 27,689 shares; 2026Q1: 29,383 shares; 2026Q2: 30,201 shares 30,201 $4.13M 0.05% +818 Timeline RARE ULTRAGENYX PHARMACEUTICAL IN More: the full row for ULTRAGENYX PHARMACEUTICAL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123,449 shares 123,449 $4.12M 0.05% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,512 shares; 2024Q4: 112,682 shares; 2025Q1: 117,456 shares; 2025Q2: 114,489 shares; 2025Q3: 111,999 shares; 2025Q4: 108,980 shares; 2026Q1: 122,735 shares; 2026Q2: 111,551 shares 111,551 $4.1M 0.05% -11,184 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: 51,200 shares; 2024Q4: 40,367 shares; 2025Q1: 36,867 shares; 2025Q2: 36,867 shares; 2025Q3: 36,867 shares; 2025Q4: 36,956 shares; 2026Q1: 86,932 shares; 2026Q2: 82,643 shares 82,643 $4.09M 0.05% -4,289 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: 42,524 shares; 2024Q4: 41,813 shares; 2025Q1: 39,652 shares; 2025Q2: 38,030 shares; 2025Q3: 38,406 shares; 2025Q4: 76,611 shares; 2026Q1: 74,064 shares; 2026Q2: 76,952 shares 76,952 $4.09M 0.05% +2,888 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,969 shares; 2024Q4: 13,712 shares; 2025Q1: 13,584 shares; 2025Q2: 12,552 shares; 2025Q3: 11,770 shares; 2025Q4: 14,877 shares; 2026Q1: 13,601 shares; 2026Q2: 13,588 shares 13,588 $4.08M 0.05% -13 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,791 shares; 2024Q4: 125,668 shares; 2025Q1: 133,239 shares; 2025Q2: 130,277 shares; 2025Q3: 109,059 shares; 2025Q4: 106,510 shares; 2026Q1: 101,149 shares; 2026Q2: 94,501 shares 94,501 $4.08M 0.05% -6,648 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: 56,241 shares; 2024Q4: 72,746 shares; 2025Q1: 43,693 shares; 2025Q2: 44,163 shares; 2025Q3: 69,035 shares; 2025Q4: 70,137 shares; 2026Q1: 77,538 shares; 2026Q2: 76,067 shares 76,067 $4.07M 0.05% -1,471 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: 201,782 shares; 2024Q4: 202,028 shares; 2025Q1: 191,845 shares; 2025Q2: 187,356 shares; 2025Q3: 181,052 shares; 2025Q4: 152,223 shares; 2026Q1: 158,875 shares; 2026Q2: 168,834 shares 168,834 $4.07M 0.05% +9,959 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: 77,522 shares; 2024Q4: 77,732 shares; 2025Q1: 78,451 shares; 2025Q2: 77,991 shares; 2025Q3: 72,074 shares; 2025Q4: 65,015 shares; 2026Q1: 57,176 shares; 2026Q2: 53,308 shares 53,308 $4.05M 0.05% -3,868 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82,253 shares 82,253 $4.04M 0.05% new 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: 127,307 shares; 2024Q4: 42,963 shares; 2025Q1: 40,339 shares; 2025Q2: 39,942 shares; 2025Q3: 30,947 shares; 2025Q4: 21,515 shares; 2026Q1: 20,290 shares; 2026Q2: 15,994 shares 15,994 $4.03M 0.05% -4,296 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 215,958 shares 215,958 $4.01M 0.05% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,983 shares; 2024Q4: 132,836 shares; 2025Q1: 53,416 shares; 2025Q2: 53,936 shares; 2025Q3: 34,957 shares; 2025Q4: 33,743 shares; 2026Q1: 74,827 shares; 2026Q2: 75,708 shares 75,708 $3.97M 0.05% +881 Timeline PAVE 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: 19,292 shares; 2024Q4: 64,880 shares; 2025Q1: 59,682 shares; 2025Q2: 56,336 shares; 2025Q3: 64,101 shares; 2025Q4: 65,481 shares; 2026Q1: 65,321 shares; 2026Q2: 67,296 shares 67,296 $3.97M 0.05% +1,975 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: 5,587 shares; 2024Q4: 6,383 shares; 2025Q1: 7,031 shares; 2025Q2: 6,722 shares; 2025Q3: 5,345 shares; 2025Q4: 5,339 shares; 2026Q1: 5,832 shares; 2026Q2: 18,174 shares 18,174 $3.94M 0.05% +12,342 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,958 shares; 2024Q4: 11,957 shares; 2025Q1: 10,171 shares; 2025Q2: 14,430 shares; 2025Q3: 13,857 shares; 2025Q4: 7,255 shares; 2026Q1: 7,247 shares; 2026Q2: 92,751 shares 92,751 $3.92M 0.05% +85,504 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,099 shares 27,099 $3.88M 0.05% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,527 shares; 2024Q4: 7,451 shares; 2025Q1: 7,593 shares; 2025Q2: 7,845 shares; 2025Q3: 7,140 shares; 2025Q4: 7,002 shares; 2026Q1: 7,129 shares; 2026Q2: 23,545 shares 23,545 $3.85M 0.05% +16,416 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: 38,218 shares; 2024Q4: 35,734 shares; 2025Q1: 37,719 shares; 2025Q2: 38,504 shares; 2025Q3: 40,131 shares; 2025Q4: 41,250 shares; 2026Q1: 42,042 shares; 2026Q2: 41,677 shares 41,677 $3.85M 0.05% -365 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,527 shares; 2025Q2: 4,600 shares; 2025Q3: 7,475 shares; 2025Q4: 7,489 shares; 2026Q1: 7,524 shares; 2026Q2: 46,479 shares 46,479 $3.84M 0.05% +38,955 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: 96,563 shares; 2024Q4: 93,748 shares; 2025Q1: 90,164 shares; 2025Q2: 88,950 shares; 2025Q3: 86,845 shares; 2025Q4: 86,022 shares; 2026Q1: 76,996 shares; 2026Q2: 73,679 shares 73,679 $3.81M 0.05% -3,317 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,438 shares; 2024Q4: 41,854 shares; 2025Q1: 44,837 shares; 2025Q2: 40,768 shares; 2025Q3: 40,181 shares; 2025Q4: 39,985 shares; 2026Q1: 156,058 shares; 2026Q2: 166,517 shares 166,517 $3.79M 0.05% +10,459 Timeline TOST TOAST INC More: the full row for TOAST 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: 135,683 shares 135,683 $3.77M 0.05% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,525 shares; 2024Q4: 76,129 shares; 2025Q1: 10,837 shares; 2025Q2: 11,387 shares; 2025Q3: 10,934 shares; 2025Q4: 11,189 shares; 2026Q1: 10,883 shares; 2026Q2: 12,345 shares 12,345 $3.74M 0.05% +1,462 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: 18,638 shares; 2024Q4: 48,572 shares; 2025Q1: 44,868 shares; 2025Q2: 44,705 shares; 2025Q3: 50,267 shares; 2025Q4: 29,593 shares; 2026Q1: 28,394 shares; 2026Q2: 34,766 shares 34,766 $3.74M 0.05% +6,372 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 363 shares; 2025Q1: 347 shares; 2025Q2: 346 shares; 2025Q3: 329 shares; 2025Q4: 322 shares; 2026Q1: 313 shares; 2026Q2: 1,911 shares 1,911 $3.73M 0.05% +1,598 Timeline TIIV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,162 shares; 2026Q2: 127,902 shares 127,902 $3.73M 0.05% +119,740 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: 24,339 shares; 2024Q4: 40,851 shares; 2025Q1: 21,307 shares; 2025Q2: 8,969 shares; 2025Q3: 7,731 shares; 2025Q4: 6,302 shares; 2026Q1: 35,351 shares; 2026Q2: 39,133 shares 39,133 $3.7M 0.05% +3,782 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: 52,994 shares; 2024Q4: 69,044 shares; 2025Q1: 72,856 shares; 2025Q2: 61,681 shares; 2025Q3: 64,269 shares; 2025Q4: 64,476 shares; 2026Q1: 73,268 shares; 2026Q2: 77,558 shares 77,558 $3.69M 0.04% +4,290 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,416 shares; 2024Q4: 1,304 shares; 2025Q1: 1,449 shares; 2025Q2: 1,837 shares; 2025Q3: 2,218 shares; 2025Q4: 2,223 shares; 2026Q1: 2,387 shares; 2026Q2: 3,241 shares 3,241 $3.67M 0.04% +854 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,738 shares 10,738 $3.67M 0.04% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,921 shares; 2024Q4: 25,567 shares; 2025Q1: 25,490 shares; 2025Q2: 25,374 shares; 2025Q3: 25,317 shares; 2025Q4: 26,631 shares; 2026Q1: 26,701 shares; 2026Q2: 25,701 shares 25,701 $3.65M 0.04% -1,000 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,885 shares; 2025Q3: 88,642 shares; 2025Q4: 85,696 shares; 2026Q1: 79,534 shares; 2026Q2: 74,858 shares 74,858 $3.63M 0.04% -4,676 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: 60,022 shares; 2024Q4: 55,659 shares; 2025Q1: 19,927 shares; 2025Q2: 40,432 shares; 2025Q3: 42,361 shares; 2025Q4: 18,393 shares; 2026Q1: 40,154 shares; 2026Q2: 41,787 shares 41,787 $3.61M 0.04% +1,633 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: 13,609 shares; 2024Q4: 13,930 shares; 2025Q1: 14,477 shares; 2025Q2: 15,009 shares; 2025Q3: 18,390 shares; 2025Q4: 19,058 shares; 2026Q1: 17,644 shares; 2026Q2: 15,871 shares 15,871 $3.55M 0.04% -1,773 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,048 shares; 2024Q4: 11,701 shares; 2025Q1: 15,875 shares; 2025Q2: 13,948 shares; 2025Q3: 25,374 shares; 2025Q4: 67,620 shares; 2026Q1: 84,245 shares; 2026Q2: 185,277 shares 185,277 $3.54M 0.04% +101,032 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: 19,658 shares; 2024Q4: 21,037 shares; 2025Q1: 21,324 shares; 2025Q2: 22,310 shares; 2025Q3: 21,894 shares; 2025Q4: 21,751 shares; 2026Q1: 20,688 shares; 2026Q2: 21,808 shares 21,808 $3.53M 0.04% +1,120 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,480 shares; 2024Q4: 2,666 shares; 2025Q1: 2,875 shares; 2025Q2: 2,725 shares; 2025Q3: 2,838 shares; 2025Q4: 1,963 shares; 2026Q1: 2,058 shares; 2026Q2: 2,578 shares 2,578 $3.51M 0.04% +520 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 38,780 shares 38,780 $3.5M 0.04% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,228 shares; 2024Q4: 17,222 shares; 2025Q1: 18,238 shares; 2025Q2: 18,704 shares; 2025Q3: 18,862 shares; 2025Q4: 19,131 shares; 2026Q1: 19,898 shares; 2026Q2: 78,055 shares 78,055 $3.5M 0.04% +58,157 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,679 shares; 2024Q4: 13,132 shares; 2025Q1: 4,085 shares; 2025Q2: 4,332 shares; 2025Q3: 4,608 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123,558 shares 123,558 $3.5M 0.04% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,342 shares; 2024Q4: 34,501 shares; 2025Q1: 35,454 shares; 2025Q2: 34,295 shares; 2025Q3: 36,350 shares; 2025Q4: 35,953 shares; 2026Q1: 36,354 shares; 2026Q2: 36,509 shares 36,509 $3.5M 0.04% +155 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,814 shares 48,814 $3.49M 0.04% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,992 shares; 2024Q4: 86,430 shares; 2025Q1: 94,519 shares; 2025Q2: 92,389 shares; 2025Q3: 94,743 shares; 2025Q4: 93,170 shares; 2026Q1: 97,462 shares; 2026Q2: 108,644 shares 108,644 $3.47M 0.04% +11,182 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,600 shares 34,600 $3.47M 0.04% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,835 shares; 2024Q4: 44,228 shares; 2025Q1: 49,192 shares; 2025Q2: 46,578 shares; 2025Q3: 54,737 shares; 2025Q4: 60,830 shares; 2026Q1: 56,015 shares; 2026Q2: 72,316 shares 72,316 $3.47M 0.04% +16,301 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: 6,788 shares; 2024Q4: 9,069 shares; 2025Q1: 9,640 shares; 2025Q2: 9,646 shares; 2025Q3: 11,532 shares; 2025Q4: 12,353 shares; 2026Q1: 13,424 shares; 2026Q2: 13,957 shares 13,957 $3.47M 0.04% +533 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: 20,395 shares; 2024Q4: 24,204 shares; 2025Q1: 29,592 shares; 2025Q2: 30,939 shares; 2025Q3: 30,302 shares; 2025Q4: 33,557 shares; 2026Q1: 34,322 shares; 2026Q2: 50,537 shares 50,537 $3.45M 0.04% +16,215 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,819 shares 19,819 $3.44M 0.04% new 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: 6,310 shares; 2024Q4: 7,134 shares; 2025Q1: 8,914 shares; 2025Q2: 8,470 shares; 2025Q3: 8,553 shares; 2025Q4: 8,424 shares; 2026Q1: 8,941 shares; 2026Q2: 9,154 shares 9,154 $3.44M 0.04% +213 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: 84,958 shares; 2024Q4: 90,487 shares; 2025Q1: 93,768 shares; 2025Q2: 59,098 shares; 2025Q3: 58,478 shares; 2025Q4: 49,180 shares; 2026Q1: 60,554 shares; 2026Q2: 64,885 shares 64,885 $3.42M 0.04% +4,331 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,924 shares; 2025Q3: 83,020 shares; 2025Q4: 82,953 shares; 2026Q1: 81,489 shares; 2026Q2: 81,125 shares 81,125 $3.42M 0.04% -364 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: 20,100 shares; 2024Q4: 20,100 shares; 2025Q1: 20,100 shares; 2025Q2: 14,600 shares; 2025Q3: 12,829 shares; 2025Q4: 10,029 shares; 2026Q1: 10,091 shares; 2026Q2: 87,898 shares 87,898 $3.41M 0.04% +77,807 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 116,460 shares 116,460 $3.4M 0.04% new 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: 11,730 shares; 2024Q4: 12,823 shares; 2025Q1: 14,458 shares; 2025Q2: 13,355 shares; 2025Q3: 12,330 shares; 2025Q4: 11,682 shares; 2026Q1: 11,959 shares; 2026Q2: 12,542 shares 12,542 $3.39M 0.04% +583 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: 29,234 shares; 2024Q4: 34,462 shares; 2025Q1: 28,910 shares; 2025Q2: 28,043 shares; 2025Q3: 18,679 shares; 2025Q4: 20,720 shares; 2026Q1: 16,806 shares; 2026Q2: 34,495 shares 34,495 $3.39M 0.04% +17,689 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,714 shares 10,714 $3.38M 0.04% new 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: 11,674 shares; 2024Q4: 11,666 shares; 2025Q1: 10,177 shares; 2025Q2: 10,791 shares; 2025Q3: 10,812 shares; 2025Q4: 11,479 shares; 2026Q1: 10,681 shares; 2026Q2: 13,230 shares 13,230 $3.38M 0.04% +2,549 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 567 shares; 2025Q3: 601 shares; 2025Q4: not reported; 2026Q1: 719 shares; 2026Q2: 8,115 shares 8,115 $3.38M 0.04% +7,396 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: 34,545 shares; 2024Q4: 34,828 shares; 2025Q1: 37,523 shares; 2025Q2: 26,232 shares; 2025Q3: 25,666 shares; 2025Q4: 24,494 shares; 2026Q1: 22,484 shares; 2026Q2: 19,868 shares 19,868 $3.38M 0.04% -2,616 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,301 shares; 2024Q4: 3,068 shares; 2025Q1: 4,141 shares; 2025Q2: 3,618 shares; 2025Q3: 4,760 shares; 2025Q4: 7,369 shares; 2026Q1: 6,542 shares; 2026Q2: 6,552 shares 6,552 $3.38M 0.04% +10 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: 7,086 shares; 2024Q4: 7,101 shares; 2025Q1: 7,778 shares; 2025Q2: 12,325 shares; 2025Q3: 14,017 shares; 2025Q4: 14,531 shares; 2026Q1: 15,322 shares; 2026Q2: 16,651 shares 16,651 $3.34M 0.04% +1,329 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,140 shares; 2024Q4: 3,165 shares; 2025Q1: 4,560 shares; 2025Q2: 10,079 shares; 2025Q3: 5,903 shares; 2025Q4: 6,278 shares; 2026Q1: 32,094 shares; 2026Q2: 36,862 shares 36,862 $3.34M 0.04% +4,768 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI 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: 228,173 shares 228,173 $3.33M 0.04% new 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: 15,234 shares; 2024Q4: 16,677 shares; 2025Q1: 15,518 shares; 2025Q2: 14,896 shares; 2025Q3: 20,356 shares; 2025Q4: 22,425 shares; 2026Q1: 23,810 shares; 2026Q2: 20,937 shares 20,937 $3.32M 0.04% -2,873 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,729 shares; 2024Q4: 26,876 shares; 2025Q1: 44,668 shares; 2025Q2: 71,834 shares; 2025Q3: 83,875 shares; 2025Q4: 71,133 shares; 2026Q1: 56,474 shares; 2026Q2: 32,914 shares 32,914 $3.32M 0.04% -23,560 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: 136,388 shares; 2024Q4: 147,703 shares; 2025Q1: 190,953 shares; 2025Q2: 34,324 shares; 2025Q3: 30,753 shares; 2025Q4: 28,067 shares; 2026Q1: 28,517 shares; 2026Q2: 30,658 shares 30,658 $3.3M 0.04% +2,141 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 6,283 shares; 2025Q4: 10,006 shares; 2026Q1: 25,876 shares; 2026Q2: 37,070 shares 37,070 $3.29M 0.04% +11,194 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: 5,696 shares; 2024Q4: 9,107 shares; 2025Q1: 9,297 shares; 2025Q2: 21,492 shares; 2025Q3: 43,041 shares; 2025Q4: 46,336 shares; 2026Q1: 52,685 shares; 2026Q2: 57,045 shares 57,045 $3.29M 0.04% +4,360 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: 14,281 shares; 2024Q4: 14,508 shares; 2025Q1: 18,211 shares; 2025Q2: 19,728 shares; 2025Q3: 15,002 shares; 2025Q4: 13,444 shares; 2026Q1: 10,482 shares; 2026Q2: 11,187 shares 11,187 $3.28M 0.04% +705 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,708 shares; 2024Q4: 15,815 shares; 2025Q1: 16,901 shares; 2025Q2: 17,131 shares; 2025Q3: 17,085 shares; 2025Q4: 17,050 shares; 2026Q1: 15,551 shares; 2026Q2: 46,782 shares 46,782 $3.27M 0.04% +31,231 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: 25,862 shares; 2024Q4: 30,196 shares; 2025Q1: 26,814 shares; 2025Q2: 32,520 shares; 2025Q3: 34,265 shares; 2025Q4: 37,708 shares; 2026Q1: 72,407 shares; 2026Q2: 72,384 shares 72,384 $3.27M 0.04% -23 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,915 shares; 2024Q4: 9,383 shares; 2025Q1: 8,975 shares; 2025Q2: 9,538 shares; 2025Q3: 9,860 shares; 2025Q4: 10,150 shares; 2026Q1: 10,245 shares; 2026Q2: 11,805 shares 11,805 $3.25M 0.04% +1,560 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,296 shares; 2024Q4: 30,857 shares; 2025Q1: 30,768 shares; 2025Q2: 22,069 shares; 2025Q3: 18,108 shares; 2025Q4: 19,100 shares; 2026Q1: 21,041 shares; 2026Q2: 21,089 shares 21,089 $3.24M 0.04% +48 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: 23,104 shares; 2024Q4: 25,515 shares; 2025Q1: 25,080 shares; 2025Q2: 25,087 shares; 2025Q3: 25,875 shares; 2025Q4: 29,315 shares; 2026Q1: 29,169 shares; 2026Q2: 29,363 shares 29,363 $3.24M 0.04% +194 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,476 shares; 2026Q2: 112,925 shares 112,925 $3.23M 0.04% +105,449 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: 22,571 shares; 2024Q4: 25,317 shares; 2025Q1: 29,616 shares; 2025Q2: 29,316 shares; 2025Q3: 33,541 shares; 2025Q4: 33,177 shares; 2026Q1: 33,459 shares; 2026Q2: 35,211 shares 35,211 $3.23M 0.04% +1,752 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: 16,596 shares; 2024Q4: 16,546 shares; 2025Q1: 16,005 shares; 2025Q2: 17,789 shares; 2025Q3: 17,818 shares; 2025Q4: 14,405 shares; 2026Q1: 14,210 shares; 2026Q2: 80,089 shares 80,089 $3.22M 0.04% +65,879 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: 18,153 shares; 2024Q4: 18,191 shares; 2025Q1: 18,767 shares; 2025Q2: 16,015 shares; 2025Q3: 17,759 shares; 2025Q4: 21,115 shares; 2026Q1: 20,138 shares; 2026Q2: 19,724 shares 19,724 $3.21M 0.04% -414 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: 32,120 shares; 2024Q4: 32,817 shares; 2025Q1: 38,362 shares; 2025Q2: 37,284 shares; 2025Q3: 36,965 shares; 2025Q4: 35,510 shares; 2026Q1: 34,091 shares; 2026Q2: 43,099 shares 43,099 $3.2M 0.04% +9,008 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: not reported; 2025Q2: not reported; 2025Q3: 1,046 shares; 2025Q4: 1,989 shares; 2026Q1: 2,763 shares; 2026Q2: 3,813 shares 3,813 $3.2M 0.04% +1,050 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: 19,977 shares; 2024Q4: 19,293 shares; 2025Q1: 24,473 shares; 2025Q2: 18,884 shares; 2025Q3: 20,035 shares; 2025Q4: 19,417 shares; 2026Q1: 21,012 shares; 2026Q2: 21,893 shares 21,893 $3.2M 0.04% +881 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: 49,157 shares; 2024Q4: 54,502 shares; 2025Q1: 53,112 shares; 2025Q2: 55,048 shares; 2025Q3: 58,224 shares; 2025Q4: 57,744 shares; 2026Q1: 59,621 shares; 2026Q2: 64,043 shares 64,043 $3.19M 0.04% +4,422 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: 9,003 shares; 2024Q4: 9,123 shares; 2025Q1: 9,385 shares; 2025Q2: 9,661 shares; 2025Q3: 9,495 shares; 2025Q4: 10,398 shares; 2026Q1: 10,396 shares; 2026Q2: 10,126 shares 10,126 $3.19M 0.04% -270 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: 23,035 shares; 2024Q4: 18,228 shares; 2025Q1: 19,818 shares; 2025Q2: 14,294 shares; 2025Q3: 8,944 shares; 2025Q4: 7,500 shares; 2026Q1: 6,376 shares; 2026Q2: 62,369 shares 62,369 $3.13M 0.04% +55,993 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: 8,490 shares; 2024Q4: 9,703 shares; 2025Q1: 9,395 shares; 2025Q2: 9,265 shares; 2025Q3: 8,921 shares; 2025Q4: 8,825 shares; 2026Q1: 8,486 shares; 2026Q2: 8,529 shares 8,529 $3.12M 0.04% +43 Timeline FNDA 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: 35,235 shares; 2024Q4: 102,031 shares; 2025Q1: 90,178 shares; 2025Q2: 91,908 shares; 2025Q3: 65,160 shares; 2025Q4: 60,751 shares; 2026Q1: 77,186 shares; 2026Q2: 81,681 shares 81,681 $3.11M 0.04% +4,495 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,528 shares; 2024Q4: 5,773 shares; 2025Q1: 7,202 shares; 2025Q2: 9,385 shares; 2025Q3: 9,579 shares; 2025Q4: 8,960 shares; 2026Q1: 8,307 shares; 2026Q2: 13,496 shares 13,496 $3.1M 0.04% +5,189 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: 11,972 shares; 2024Q4: 9,735 shares; 2025Q1: 8,106 shares; 2025Q2: 10,937 shares; 2025Q3: 9,996 shares; 2025Q4: 10,421 shares; 2026Q1: 9,938 shares; 2026Q2: 11,890 shares 11,890 $3.1M 0.04% +1,952 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,357 shares; 2024Q4: 5,330 shares; 2025Q1: 5,587 shares; 2025Q2: 5,594 shares; 2025Q3: 5,603 shares; 2025Q4: 5,679 shares; 2026Q1: 5,946 shares; 2026Q2: 5,873 shares 5,873 $3.09M 0.04% -73 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: 14,603 shares; 2024Q4: 13,068 shares; 2025Q1: 13,122 shares; 2025Q2: 13,334 shares; 2025Q3: 12,943 shares; 2025Q4: 12,676 shares; 2026Q1: 11,580 shares; 2026Q2: 32,050 shares 32,050 $3.09M 0.04% +20,470 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR 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: 39,726 shares 39,726 $3.08M 0.04% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,327 shares; 2024Q4: 28,860 shares; 2025Q1: 27,445 shares; 2025Q2: 29,319 shares; 2025Q3: 29,258 shares; 2025Q4: 25,176 shares; 2026Q1: 26,325 shares; 2026Q2: 29,626 shares 29,626 $3.08M 0.04% +3,301 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,868 shares; 2025Q4: 22,548 shares; 2026Q1: 52,900 shares; 2026Q2: 53,282 shares 53,282 $3.07M 0.04% +382 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: 25,354 shares; 2024Q4: 26,065 shares; 2025Q1: 27,093 shares; 2025Q2: 27,613 shares; 2025Q3: 21,356 shares; 2025Q4: 18,148 shares; 2026Q1: 19,157 shares; 2026Q2: 23,612 shares 23,612 $3.06M 0.04% +4,455 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,954 shares; 2026Q2: 60,042 shares 60,042 $3.04M 0.04% +14,088 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: 1,262 shares; 2024Q4: 1,195 shares; 2025Q1: 1,321 shares; 2025Q2: 1,035 shares; 2025Q3: 875 shares; 2025Q4: 971 shares; 2026Q1: 1,367 shares; 2026Q2: 8,456 shares 8,456 $3.04M 0.04% +7,089 Timeline JANM 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: 80,475 shares; 2025Q2: 80,475 shares; 2025Q3: 78,975 shares; 2025Q4: 78,368 shares; 2026Q1: 78,348 shares; 2026Q2: 88,987 shares 88,987 $3.01M 0.04% +10,639 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: 11,169 shares; 2024Q4: 13,866 shares; 2025Q1: 14,474 shares; 2025Q2: 15,126 shares; 2025Q3: 13,990 shares; 2025Q4: 13,296 shares; 2026Q1: 13,521 shares; 2026Q2: 17,760 shares 17,760 $3M 0.04% +4,239 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: 5,270 shares; 2024Q4: 7,013 shares; 2025Q1: 7,440 shares; 2025Q2: 7,164 shares; 2025Q3: 8,852 shares; 2025Q4: 9,233 shares; 2026Q1: 8,092 shares; 2026Q2: 7,998 shares 7,998 $2.96M 0.04% -94 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL 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: 77,732 shares 77,732 $2.96M 0.04% new Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS 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: 36,842 shares; 2025Q3: 36,114 shares; 2025Q4: 37,734 shares; 2026Q1: 36,525 shares; 2026Q2: 49,763 shares 49,763 $2.94M 0.04% +13,238 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: 10,798 shares; 2024Q4: 10,706 shares; 2025Q1: 10,947 shares; 2025Q2: 11,664 shares; 2025Q3: 10,657 shares; 2025Q4: 8,280 shares; 2026Q1: 8,597 shares; 2026Q2: 13,625 shares 13,625 $2.9M 0.04% +5,028 Timeline OVLH LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,025 shares; 2025Q3: 7,025 shares; 2025Q4: 53,787 shares; 2026Q1: 55,502 shares; 2026Q2: 69,381 shares 69,381 $2.9M 0.04% +13,879 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: 8,338 shares; 2024Q4: 8,331 shares; 2025Q1: 23,447 shares; 2025Q2: 25,462 shares; 2025Q3: 25,552 shares; 2025Q4: 25,886 shares; 2026Q1: 9,787 shares; 2026Q2: 9,206 shares 9,206 $2.9M 0.04% -581 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: 13,689 shares; 2024Q4: 15,517 shares; 2025Q1: 14,890 shares; 2025Q2: 16,822 shares; 2025Q3: 14,945 shares; 2025Q4: 17,174 shares; 2026Q1: 21,143 shares; 2026Q2: 26,104 shares 26,104 $2.87M 0.03% +4,961 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,665 shares; 2024Q4: 9,864 shares; 2025Q1: 9,512 shares; 2025Q2: 9,681 shares; 2025Q3: 11,510 shares; 2025Q4: 9,556 shares; 2026Q1: 47,974 shares; 2026Q2: 53,740 shares 53,740 $2.86M 0.03% +5,766 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,878 shares; 2024Q4: 19,510 shares; 2025Q1: 18,011 shares; 2025Q2: 17,821 shares; 2025Q3: 17,913 shares; 2025Q4: 18,442 shares; 2026Q1: 18,111 shares; 2026Q2: 23,985 shares 23,985 $2.84M 0.03% +5,874 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY 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: 23,775 shares 23,775 $2.83M 0.03% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,749 shares; 2025Q3: 6,406 shares; 2025Q4: 4,548 shares; 2026Q1: 8,070 shares; 2026Q2: 10,225 shares 10,225 $2.82M 0.03% +2,155 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123,722 shares; 2026Q2: 131,381 shares 131,381 $2.82M 0.03% +7,659 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,731 shares; 2024Q4: 4,731 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,260 shares 42,260 $2.81M 0.03% new Timeline FFEB 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: 57,199 shares; 2024Q4: 57,127 shares; 2025Q1: 57,104 shares; 2025Q2: 53,327 shares; 2025Q3: 53,183 shares; 2025Q4: 46,101 shares; 2026Q1: 46,156 shares; 2026Q2: 46,136 shares 46,136 $2.81M 0.03% -20 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 323,386 shares 323,386 $2.8M 0.03% new 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: 8,544 shares; 2024Q4: 9,447 shares; 2025Q1: 10,666 shares; 2025Q2: 11,195 shares; 2025Q3: 10,242 shares; 2025Q4: 10,676 shares; 2026Q1: 12,110 shares; 2026Q2: 10,971 shares 10,971 $2.79M 0.03% -1,139 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,660 shares; 2024Q4: 7,976 shares; 2025Q1: 10,973 shares; 2025Q2: 22,112 shares; 2025Q3: 31,448 shares; 2025Q4: 34,299 shares; 2026Q1: 31,483 shares; 2026Q2: 29,879 shares 29,879 $2.79M 0.03% -1,604 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: 37,431 shares; 2024Q4: 39,486 shares; 2025Q1: 33,684 shares; 2025Q2: 31,135 shares; 2025Q3: 32,222 shares; 2025Q4: 29,997 shares; 2026Q1: 35,585 shares; 2026Q2: 44,060 shares 44,060 $2.77M 0.03% +8,475 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,772 shares; 2024Q4: 18,152 shares; 2025Q1: 18,038 shares; 2025Q2: 15,345 shares; 2025Q3: 17,880 shares; 2025Q4: 19,293 shares; 2026Q1: 18,709 shares; 2026Q2: 20,430 shares 20,430 $2.77M 0.03% +1,721 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,106 shares; 2024Q4: 42,496 shares; 2025Q1: 37,464 shares; 2025Q2: 36,929 shares; 2025Q3: 36,295 shares; 2025Q4: 38,387 shares; 2026Q1: 40,031 shares; 2026Q2: 40,268 shares 40,268 $2.75M 0.03% +237 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: 2,966 shares; 2024Q4: 4,767 shares; 2025Q1: 5,431 shares; 2025Q2: 5,040 shares; 2025Q3: 5,201 shares; 2025Q4: 5,547 shares; 2026Q1: 5,704 shares; 2026Q2: 14,775 shares 14,775 $2.74M 0.03% +9,071 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,949 shares; 2025Q1: 9,571 shares; 2025Q2: 9,741 shares; 2025Q3: 14,639 shares; 2025Q4: 15,465 shares; 2026Q1: 16,759 shares; 2026Q2: 17,214 shares 17,214 $2.73M 0.03% +455 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: 4,438 shares; 2024Q4: 4,614 shares; 2025Q1: 5,031 shares; 2025Q2: 5,183 shares; 2025Q3: 5,377 shares; 2025Q4: 5,424 shares; 2026Q1: 5,705 shares; 2026Q2: 6,026 shares 6,026 $2.73M 0.03% +321 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: 11,785 shares; 2024Q4: 11,707 shares; 2025Q1: 12,871 shares; 2025Q2: 13,346 shares; 2025Q3: 14,435 shares; 2025Q4: 13,692 shares; 2026Q1: 13,298 shares; 2026Q2: 11,255 shares 11,255 $2.72M 0.03% -2,043 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,133 shares; 2024Q4: 2,105 shares; 2025Q1: 16,342 shares; 2025Q2: 22,363 shares; 2025Q3: 31,147 shares; 2025Q4: 30,955 shares; 2026Q1: 34,299 shares; 2026Q2: 26,929 shares 26,929 $2.7M 0.03% -7,370 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,348 shares; 2024Q4: 21,263 shares; 2025Q1: 21,754 shares; 2025Q2: 23,611 shares; 2025Q3: 22,267 shares; 2025Q4: 21,753 shares; 2026Q1: 24,842 shares; 2026Q2: 24,234 shares 24,234 $2.7M 0.03% -608 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,400 shares; 2025Q4: 58,760 shares; 2026Q1: 62,260 shares; 2026Q2: 62,260 shares 62,260 $2.69M 0.03% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,747 shares; 2024Q4: 42,237 shares; 2025Q1: 25,053 shares; 2025Q2: 22,375 shares; 2025Q3: 20,518 shares; 2025Q4: 18,953 shares; 2026Q1: 18,911 shares; 2026Q2: 84,822 shares 84,822 $2.68M 0.03% +65,911 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: 32,004 shares; 2024Q4: 32,520 shares; 2025Q1: 31,167 shares; 2025Q2: 30,954 shares; 2025Q3: 29,878 shares; 2025Q4: 29,015 shares; 2026Q1: 24,125 shares; 2026Q2: 46,816 shares 46,816 $2.63M 0.03% +22,691 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,650 shares; 2024Q4: 21,471 shares; 2025Q1: 21,487 shares; 2025Q2: 18,878 shares; 2025Q3: 18,997 shares; 2025Q4: 22,899 shares; 2026Q1: 24,280 shares; 2026Q2: 22,276 shares 22,276 $2.62M 0.03% -2,004 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: 44,093 shares; 2024Q4: 32,324 shares; 2025Q1: 33,325 shares; 2025Q2: 38,700 shares; 2025Q3: 38,677 shares; 2025Q4: 38,866 shares; 2026Q1: 37,872 shares; 2026Q2: 34,591 shares 34,591 $2.61M 0.03% -3,281 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,415 shares; 2025Q4: 3,644 shares; 2026Q1: 14,443 shares; 2026Q2: 13,468 shares 13,468 $2.58M 0.03% -975 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,243 shares; 2026Q2: 149,063 shares 149,063 $2.58M 0.03% +130,820 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: 102,669 shares; 2024Q4: 100,240 shares; 2025Q1: 97,062 shares; 2025Q2: 75,468 shares; 2025Q3: 67,912 shares; 2025Q4: 61,122 shares; 2026Q1: 41,999 shares; 2026Q2: 50,137 shares 50,137 $2.54M 0.03% +8,138 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,362 shares; 2024Q4: 1,902 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,054 shares; 2025Q4: 3,316 shares; 2026Q1: 3,913 shares; 2026Q2: 5,226 shares 5,226 $2.53M 0.03% +1,313 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,925 shares; 2024Q4: 8,722 shares; 2025Q1: 15,777 shares; 2025Q2: 17,394 shares; 2025Q3: 20,030 shares; 2025Q4: 40,424 shares; 2026Q1: 20,854 shares; 2026Q2: 21,185 shares 21,185 $2.52M 0.03% +331 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,218 shares; 2024Q4: 28,909 shares; 2025Q1: 31,015 shares; 2025Q2: 32,551 shares; 2025Q3: 30,105 shares; 2025Q4: 26,269 shares; 2026Q1: 25,631 shares; 2026Q2: 20,014 shares 20,014 $2.49M 0.03% -5,617 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this 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: 49,026 shares 49,026 $2.49M 0.03% new Timeline RLY 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: 103,349 shares; 2024Q4: 94,703 shares; 2025Q1: 80,804 shares; 2025Q2: 80,410 shares; 2025Q3: 77,988 shares; 2025Q4: 76,669 shares; 2026Q1: 73,713 shares; 2026Q2: 71,684 shares 71,684 $2.47M 0.03% -2,029 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,970 shares; 2025Q4: 34,042 shares; 2026Q1: 50,282 shares; 2026Q2: 60,479 shares 60,479 $2.45M 0.03% +10,197 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: 21,898 shares; 2024Q4: 24,105 shares; 2025Q1: 25,103 shares; 2025Q2: 27,451 shares; 2025Q3: 30,560 shares; 2025Q4: 60,951 shares; 2026Q1: 61,139 shares; 2026Q2: 53,831 shares 53,831 $2.44M 0.03% -7,308 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,433 shares; 2024Q4: 128,264 shares; 2025Q1: 125,259 shares; 2025Q2: 126,088 shares; 2025Q3: 126,048 shares; 2025Q4: 121,721 shares; 2026Q1: 114,862 shares; 2026Q2: 92,896 shares 92,896 $2.43M 0.03% -21,966 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,505 shares; 2024Q4: 3,994 shares; 2025Q1: 4,486 shares; 2025Q2: 4,404 shares; 2025Q3: 4,925 shares; 2025Q4: 4,504 shares; 2026Q1: 4,779 shares; 2026Q2: 5,417 shares 5,417 $2.42M 0.03% +638 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: 16,661 shares; 2024Q4: 16,166 shares; 2025Q1: 15,790 shares; 2025Q2: 15,820 shares; 2025Q3: 16,017 shares; 2025Q4: 15,997 shares; 2026Q1: 15,267 shares; 2026Q2: 14,737 shares 14,737 $2.41M 0.03% -530 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,622 shares; 2025Q1: 20,073 shares; 2025Q2: 19,103 shares; 2025Q3: 19,144 shares; 2025Q4: 19,445 shares; 2026Q1: 151,796 shares; 2026Q2: 152,377 shares 152,377 $2.4M 0.03% +581 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,553 shares 65,553 $2.4M 0.03% new Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS 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: 49,056 shares 49,056 $2.38M 0.03% new Timeline VNLA 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: 35,850 shares; 2024Q4: 48,156 shares; 2025Q1: 63,566 shares; 2025Q2: 73,266 shares; 2025Q3: 60,367 shares; 2025Q4: 52,340 shares; 2026Q1: 54,405 shares; 2026Q2: 48,322 shares 48,322 $2.36M 0.03% -6,083 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: 18,762 shares; 2024Q4: 15,664 shares; 2025Q1: 14,086 shares; 2025Q2: 16,450 shares; 2025Q3: 18,781 shares; 2025Q4: 20,597 shares; 2026Q1: 25,583 shares; 2026Q2: 28,964 shares 28,964 $2.35M 0.03% +3,381 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,776 shares; 2024Q4: 4,473 shares; 2025Q1: 4,128 shares; 2025Q2: 4,131 shares; 2025Q3: 4,132 shares; 2025Q4: 4,134 shares; 2026Q1: 3,810 shares; 2026Q2: 3,740 shares 3,740 $2.33M 0.03% -70 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: 8,842 shares; 2024Q4: 4,975 shares; 2025Q1: 6,856 shares; 2025Q2: 6,244 shares; 2025Q3: 7,555 shares; 2025Q4: 12,364 shares; 2026Q1: 22,724 shares; 2026Q2: 27,119 shares 27,119 $2.32M 0.03% +4,395 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: 6,701 shares; 2024Q4: 8,746 shares; 2025Q1: 8,692 shares; 2025Q2: 6,069 shares; 2025Q3: 7,815 shares; 2025Q4: 8,284 shares; 2026Q1: 8,550 shares; 2026Q2: 10,357 shares 10,357 $2.32M 0.03% +1,807 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,173 shares; 2024Q4: 21,798 shares; 2025Q1: 20,504 shares; 2025Q2: 16,726 shares; 2025Q3: 19,514 shares; 2025Q4: 25,953 shares; 2026Q1: 29,124 shares; 2026Q2: 33,038 shares 33,038 $2.31M 0.03% +3,914 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,182 shares; 2024Q4: 18,036 shares; 2025Q1: 18,914 shares; 2025Q2: 21,215 shares; 2025Q3: 19,645 shares; 2025Q4: 19,203 shares; 2026Q1: 19,809 shares; 2026Q2: 18,794 shares 18,794 $2.31M 0.03% -1,015 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,393 shares; 2025Q3: not reported; 2025Q4: 1,054 shares; 2026Q1: not reported; 2026Q2: 13,099 shares 13,099 $2.31M 0.03% new Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,883 shares 80,883 $2.27M 0.03% new 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: 16,291 shares; 2024Q4: 28,907 shares; 2025Q1: 27,039 shares; 2025Q2: 27,295 shares; 2025Q3: 30,435 shares; 2025Q4: 31,361 shares; 2026Q1: 28,048 shares; 2026Q2: 37,377 shares 37,377 $2.26M 0.03% +9,329 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171,511 shares; 2026Q1: 148,123 shares; 2026Q2: 115,270 shares 115,270 $2.23M 0.03% -32,853 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,524 shares 47,524 $2.22M 0.03% new Timeline FJAN 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: 17,195 shares; 2025Q2: 55,324 shares; 2025Q3: 55,014 shares; 2025Q4: 39,174 shares; 2026Q1: 40,207 shares; 2026Q2: 40,207 shares 40,207 $2.22M 0.03% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,260 shares; 2024Q4: 15,598 shares; 2025Q1: 14,956 shares; 2025Q2: 34,544 shares; 2025Q3: 34,653 shares; 2025Q4: 51,156 shares; 2026Q1: 50,310 shares; 2026Q2: 51,841 shares 51,841 $2.21M 0.03% +1,531 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,634 shares; 2024Q4: 6,137 shares; 2025Q1: 6,743 shares; 2025Q2: 7,129 shares; 2025Q3: 7,793 shares; 2025Q4: 9,208 shares; 2026Q1: 10,179 shares; 2026Q2: 69,524 shares 69,524 $2.2M 0.03% +59,345 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,770 shares; 2024Q4: 2,674 shares; 2025Q1: 2,668 shares; 2025Q2: 2,547 shares; 2025Q3: 1,983 shares; 2025Q4: 2,121 shares; 2026Q1: 2,625 shares; 2026Q2: 2,618 shares 2,618 $2.17M 0.03% -7 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: 9,028 shares; 2024Q4: 8,809 shares; 2025Q1: 4,640 shares; 2025Q2: 4,979 shares; 2025Q3: 5,029 shares; 2025Q4: 4,773 shares; 2026Q1: 6,959 shares; 2026Q2: 34,786 shares 34,786 $2.17M 0.03% +27,827 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: 5,437 shares; 2024Q4: 5,648 shares; 2025Q1: 6,090 shares; 2025Q2: 6,912 shares; 2025Q3: 14,627 shares; 2025Q4: 13,910 shares; 2026Q1: 13,602 shares; 2026Q2: 12,545 shares 12,545 $2.16M 0.03% -1,057 Timeline SCHH 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: 1,071,578 shares; 2024Q4: 1,085,766 shares; 2025Q1: 144,994 shares; 2025Q2: 111,594 shares; 2025Q3: 103,467 shares; 2025Q4: 99,963 shares; 2026Q1: 94,696 shares; 2026Q2: 90,471 shares 90,471 $2.14M 0.03% -4,225 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,532 shares; 2024Q4: 3,364 shares; 2025Q1: 3,502 shares; 2025Q2: 2,445 shares; 2025Q3: 3,018 shares; 2025Q4: 4,140 shares; 2026Q1: 4,777 shares; 2026Q2: 22,319 shares 22,319 $2.13M 0.03% +17,542 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: 28,196 shares; 2024Q4: 40,990 shares; 2025Q1: 40,257 shares; 2025Q2: 41,340 shares; 2025Q3: 41,651 shares; 2025Q4: 42,079 shares; 2026Q1: 42,295 shares; 2026Q2: 42,182 shares 42,182 $2.13M 0.03% -113 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,425 shares; 2024Q4: 3,406 shares; 2025Q1: 3,441 shares; 2025Q2: 4,441 shares; 2025Q3: 4,504 shares; 2025Q4: 4,835 shares; 2026Q1: 4,942 shares; 2026Q2: 5,599 shares 5,599 $2.11M 0.03% +657 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 20,992 shares; 2025Q4: 34,325 shares; 2026Q1: 58,499 shares; 2026Q2: 55,330 shares 55,330 $2.11M 0.03% -3,169 Timeline IDGT 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: 17,592 shares 17,592 $2.11M 0.03% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,918 shares; 2024Q4: 16,548 shares; 2025Q1: 18,782 shares; 2025Q2: 17,549 shares; 2025Q3: 18,450 shares; 2025Q4: 19,126 shares; 2026Q1: 18,359 shares; 2026Q2: 17,508 shares 17,508 $2.1M 0.03% -851 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: 15,676 shares; 2024Q4: 61,685 shares; 2025Q1: 58,512 shares; 2025Q2: 54,605 shares; 2025Q3: 61,610 shares; 2025Q4: 60,576 shares; 2026Q1: 57,957 shares; 2026Q2: 59,996 shares 59,996 $2.09M 0.03% +2,039 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: 33,700 shares; 2024Q4: 27,768 shares; 2025Q1: 24,268 shares; 2025Q2: 24,268 shares; 2025Q3: 24,268 shares; 2025Q4: 24,278 shares; 2026Q1: 49,769 shares; 2026Q2: 47,008 shares 47,008 $2.08M 0.03% -2,761 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,901 shares; 2024Q4: 10,062 shares; 2025Q1: 10,377 shares; 2025Q2: 9,244 shares; 2025Q3: 6,092 shares; 2025Q4: 5,968 shares; 2026Q1: 6,390 shares; 2026Q2: 8,752 shares 8,752 $2.08M 0.03% +2,362 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: 384 shares; 2025Q1: 424 shares; 2025Q2: 425 shares; 2025Q3: 416 shares; 2025Q4: 445 shares; 2026Q1: 843 shares; 2026Q2: 7,066 shares 7,066 $2.07M 0.03% +6,223 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,752 shares; 2024Q4: 50,940 shares; 2025Q1: 51,233 shares; 2025Q2: 50,397 shares; 2025Q3: 50,943 shares; 2025Q4: 49,881 shares; 2026Q1: 38,896 shares; 2026Q2: 36,505 shares 36,505 $2.06M 0.03% -2,391 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,225 shares; 2024Q4: 24,668 shares; 2025Q1: 40,448 shares; 2025Q2: 61,838 shares; 2025Q3: 67,035 shares; 2025Q4: 67,656 shares; 2026Q1: 69,853 shares; 2026Q2: 68,265 shares 68,265 $2.06M 0.03% -1,588 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,453 shares; 2024Q4: 5,012 shares; 2025Q1: 5,501 shares; 2025Q2: 3,703 shares; 2025Q3: 3,434 shares; 2025Q4: 3,197 shares; 2026Q1: 3,693 shares; 2026Q2: 3,670 shares 3,670 $2.06M 0.02% -23 Timeline FJUL 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: 34,598 shares; 2025Q4: 34,480 shares; 2026Q1: 34,480 shares; 2026Q2: 34,480 shares 34,480 $2.05M 0.02% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,049 shares; 2024Q4: 28,126 shares; 2025Q1: 29,975 shares; 2025Q2: 30,209 shares; 2025Q3: 28,481 shares; 2025Q4: 28,834 shares; 2026Q1: 15,990 shares; 2026Q2: 17,351 shares 17,351 $2.05M 0.02% +1,361 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,689 shares; 2024Q4: 15,530 shares; 2025Q1: 14,568 shares; 2025Q2: 14,481 shares; 2025Q3: 14,198 shares; 2025Q4: 12,640 shares; 2026Q1: 12,395 shares; 2026Q2: 12,116 shares 12,116 $2.04M 0.02% -279 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,898 shares; 2024Q4: 80,999 shares; 2025Q1: 68,916 shares; 2025Q2: 67,042 shares; 2025Q3: 55,164 shares; 2025Q4: 50,590 shares; 2026Q1: 38,994 shares; 2026Q2: 39,230 shares 39,230 $2.03M 0.02% +236 Timeline GPRK GEOPARK LTD More: the full row for GEOPARK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,800 shares; 2024Q4: 200,800 shares; 2025Q1: 200,800 shares; 2025Q2: 225,800 shares; 2025Q3: 200,800 shares; 2025Q4: 200,800 shares; 2026Q1: 200,800 shares; 2026Q2: 222,800 shares 222,800 $2.03M 0.02% +22,000 Timeline IDMO 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: 14,945 shares; 2025Q3: 17,061 shares; 2025Q4: 26,033 shares; 2026Q1: 28,258 shares; 2026Q2: 33,533 shares 33,533 $2.02M 0.02% +5,275 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY 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: 17,603 shares 17,603 $2.01M 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,861 shares; 2024Q4: 2,966 shares; 2025Q1: 2,808 shares; 2025Q2: 2,769 shares; 2025Q3: 3,219 shares; 2025Q4: 4,074 shares; 2026Q1: 5,195 shares; 2026Q2: 6,420 shares 6,420 $2.01M 0.02% +1,225 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,024 shares; 2024Q4: 4,119 shares; 2025Q1: 4,564 shares; 2025Q2: 4,420 shares; 2025Q3: 4,356 shares; 2025Q4: 4,040 shares; 2026Q1: 4,469 shares; 2026Q2: 4,365 shares 4,365 $2M 0.02% -104 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,736 shares 26,736 $2M 0.02% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 695 shares; 2025Q1: 787 shares; 2025Q2: 1,156 shares; 2025Q3: 1,352 shares; 2025Q4: 4,068 shares; 2026Q1: 4,416 shares; 2026Q2: 4,550 shares 4,550 $1.99M 0.02% +134 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,450 shares; 2026Q2: 35,050 shares 35,050 $1.98M 0.02% +600 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,367 shares; 2026Q1: 36,305 shares; 2026Q2: 55,803 shares 55,803 $1.97M 0.02% +19,498 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,122 shares; 2026Q2: 45,472 shares 45,472 $1.97M 0.02% -1,650 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: 9,059 shares; 2024Q4: 10,230 shares; 2025Q1: 13,055 shares; 2025Q2: 12,876 shares; 2025Q3: 12,845 shares; 2025Q4: 12,786 shares; 2026Q1: 6,473 shares; 2026Q2: 6,346 shares 6,346 $1.94M 0.02% -127 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,719 shares; 2024Q4: 8,989 shares; 2025Q1: 8,981 shares; 2025Q2: 11,536 shares; 2025Q3: 11,717 shares; 2025Q4: 11,473 shares; 2026Q1: 12,270 shares; 2026Q2: 13,575 shares 13,575 $1.93M 0.02% +1,305 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: 12,456 shares; 2024Q4: 14,073 shares; 2025Q1: 21,637 shares; 2025Q2: 15,695 shares; 2025Q3: 14,978 shares; 2025Q4: 14,014 shares; 2026Q1: 13,123 shares; 2026Q2: 12,911 shares 12,911 $1.91M 0.02% -212 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: 3,971 shares; 2024Q4: 4,540 shares; 2025Q1: 5,578 shares; 2025Q2: 5,245 shares; 2025Q3: 5,805 shares; 2025Q4: 6,173 shares; 2026Q1: 6,496 shares; 2026Q2: 5,999 shares 5,999 $1.9M 0.02% -497 Timeline