ACIO 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: 9,993,284 shares; 2024Q4: 12,851,467 shares; 2025Q1: 12,813,316 shares; 2025Q2: 14,030,460 shares; 2025Q3: 13,795,139 shares; 2025Q4: 15,251,275 shares; 2026Q1: 16,259,682 shares; 2026Q2: 18,591,361 shares 18,591,361 $858M 6.27% +2,331,679 Timeline DRSK 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: 7,807,339 shares; 2024Q4: 11,448,430 shares; 2025Q1: 11,806,997 shares; 2025Q2: 13,229,192 shares; 2025Q3: 13,444,334 shares; 2025Q4: 15,627,811 shares; 2026Q1: 17,362,440 shares; 2026Q2: 19,041,961 shares 19,041,961 $547M 4% +1,679,521 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: 6,694 shares; 2024Q4: 94,771 shares; 2025Q1: 96,366 shares; 2025Q2: 100,666 shares; 2025Q3: 98,470 shares; 2025Q4: 5,152,926 shares; 2026Q1: 5,581,508 shares; 2026Q2: 5,741,209 shares 5,741,209 $491M 3.59% +159,701 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: 1,277,190 shares; 2024Q4: 1,595,653 shares; 2025Q1: 1,385,281 shares; 2025Q2: 1,338,746 shares; 2025Q3: 1,265,622 shares; 2025Q4: 1,620,149 shares; 2026Q1: 4,717,961 shares; 2026Q2: 5,084,065 shares 5,084,065 $447M 3.26% +366,104 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,215,715 shares; 2024Q4: 1,412,777 shares; 2025Q1: 1,633,731 shares; 2025Q2: 1,701,365 shares; 2025Q3: 1,744,537 shares; 2025Q4: 1,775,434 shares; 2026Q1: 1,669,283 shares; 2026Q2: 1,690,004 shares 1,690,004 $338M 2.47% +20,721 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: 747,364 shares; 2024Q4: 997,698 shares; 2025Q1: 1,062,928 shares; 2025Q2: 1,109,968 shares; 2025Q3: 1,130,520 shares; 2025Q4: 1,173,172 shares; 2026Q1: 1,120,769 shares; 2026Q2: 1,153,157 shares 1,153,157 $334M 2.44% +32,388 Timeline OSCV 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: 4,322,788 shares; 2024Q4: 4,510,847 shares; 2025Q1: 4,866,963 shares; 2025Q2: 5,248,401 shares; 2025Q3: 5,141,508 shares; 2025Q4: 5,772,879 shares; 2026Q1: 5,562,676 shares; 2026Q2: 6,529,881 shares 6,529,881 $275M 2.01% +967,205 Timeline IDUB 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: 4,818,691 shares; 2024Q4: 5,329,284 shares; 2025Q1: 5,968,887 shares; 2025Q2: 6,366,571 shares; 2025Q3: 5,815,398 shares; 2025Q4: 7,120,889 shares; 2026Q1: 7,347,676 shares; 2026Q2: 7,599,472 shares 7,599,472 $209M 1.53% +251,796 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: 372,241 shares; 2024Q4: 479,391 shares; 2025Q1: 513,628 shares; 2025Q2: 540,290 shares; 2025Q3: 546,457 shares; 2025Q4: 561,464 shares; 2026Q1: 536,754 shares; 2026Q2: 546,081 shares 546,081 $204M 1.49% +9,327 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: 369,400 shares; 2024Q4: 455,286 shares; 2025Q1: 487,894 shares; 2025Q2: 523,307 shares; 2025Q3: 518,636 shares; 2025Q4: 510,817 shares; 2026Q1: 518,781 shares; 2026Q2: 521,953 shares 521,953 $184M 1.35% +3,172 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: 2,425,254 shares; 2024Q4: 4,620,491 shares; 2025Q1: 5,198,649 shares; 2025Q2: 7,526,250 shares; 2025Q3: 8,144,763 shares; 2025Q4: 8,589,639 shares; 2026Q1: 8,746,530 shares; 2026Q2: 8,901,491 shares 8,901,491 $183M 1.33% +154,961 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: 2,438,652 shares; 2024Q4: 6,749,178 shares; 2025Q1: 7,593,491 shares; 2025Q2: 9,159,336 shares; 2025Q3: 9,912,068 shares; 2025Q4: 10,453,481 shares; 2026Q1: 10,644,420 shares; 2026Q2: 10,832,928 shares 10,832,928 $177M 1.3% +188,508 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: 1,308,892 shares; 2024Q4: 1,803,086 shares; 2025Q1: 1,992,046 shares; 2025Q2: 2,065,183 shares; 2025Q3: 2,166,807 shares; 2025Q4: 2,447,979 shares; 2026Q1: 2,395,141 shares; 2026Q2: 2,472,701 shares 2,472,701 $176M 1.29% +77,560 Timeline DUBS 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: 3,114,866 shares; 2024Q4: 3,145,169 shares; 2025Q1: 3,198,739 shares; 2025Q2: 2,858,550 shares; 2025Q3: 2,560,880 shares; 2025Q4: 3,047,455 shares; 2026Q1: 3,806,692 shares; 2026Q2: 4,145,689 shares 4,145,689 $173M 1.26% +338,997 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: 463,255 shares; 2024Q4: 591,497 shares; 2025Q1: 645,609 shares; 2025Q2: 694,678 shares; 2025Q3: 708,556 shares; 2025Q4: 742,852 shares; 2026Q1: 706,950 shares; 2026Q2: 722,289 shares 722,289 $172M 1.26% +15,339 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: 3,833,987 shares; 2025Q2: 6,025,655 shares; 2025Q3: 6,521,763 shares; 2025Q4: 6,878,553 shares; 2026Q1: 7,004,279 shares; 2026Q2: 7,954,221 shares 7,954,221 $167M 1.22% +949,942 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,121,618 shares; 2024Q4: 3,559,880 shares; 2025Q1: 4,004,435 shares; 2025Q2: 4,261,556 shares; 2025Q3: 4,612,394 shares; 2025Q4: 6,229,049 shares; 2026Q1: 6,342,898 shares; 2026Q2: 6,456,747 shares 6,456,747 $163M 1.19% +113,849 Timeline ADME 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: 2,042,727 shares; 2024Q4: 2,661,634 shares; 2025Q1: 2,590,020 shares; 2025Q2: 2,673,240 shares; 2025Q3: 2,432,924 shares; 2025Q4: 2,788,842 shares; 2026Q1: 2,734,360 shares; 2026Q2: 2,848,732 shares 2,848,732 $159M 1.16% +114,372 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: 3,548,460 shares; 2024Q4: 5,312,844 shares; 2025Q1: 5,976,439 shares; 2025Q2: 6,360,248 shares; 2025Q3: 6,883,950 shares; 2025Q4: 7,260,585 shares; 2026Q1: 7,393,304 shares; 2026Q2: 7,526,023 shares 7,526,023 $157M 1.15% +132,719 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: 3,350,928 shares; 2024Q4: 6,625,611 shares; 2025Q1: 7,453,803 shares; 2025Q2: 7,931,126 shares; 2025Q3: 8,582,313 shares; 2025Q4: 9,060,043 shares; 2026Q1: 9,225,294 shares; 2026Q2: 9,388,158 shares 9,388,158 $156M 1.14% +162,864 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: 3,175,997 shares; 2024Q4: 4,201,680 shares; 2025Q1: 4,726,525 shares; 2025Q2: 5,030,084 shares; 2025Q3: 5,444,286 shares; 2025Q4: 6,659,628 shares; 2026Q1: 6,381,013 shares; 2026Q2: 6,497,005 shares 6,497,005 $150M 1.1% +115,992 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,603,389 shares; 2024Q4: 4,341,723 shares; 2025Q1: 4,883,958 shares; 2025Q2: 5,197,575 shares; 2025Q3: 5,625,501 shares; 2025Q4: 5,933,256 shares; 2026Q1: 6,041,703 shares; 2026Q2: 6,150,150 shares 6,150,150 $134M 0.98% +108,447 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: 341,287 shares; 2024Q4: 330,054 shares; 2025Q1: 312,816 shares; 2025Q2: 306,028 shares; 2025Q3: 308,806 shares; 2025Q4: 311,609 shares; 2026Q1: 288,491 shares; 2026Q2: 329,985 shares 329,985 $125M 0.91% +41,494 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,488 shares; 2024Q4: 80,905 shares; 2025Q1: 41,171 shares; 2025Q2: 179,103 shares; 2025Q3: 197,517 shares; 2025Q4: 207,657 shares; 2026Q1: 920,811 shares; 2026Q2: 815,965 shares 815,965 $117M 0.85% -104,846 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: 42,509 shares; 2024Q4: 95,789 shares; 2025Q1: 107,535 shares; 2025Q2: 121,176 shares; 2025Q3: 128,797 shares; 2025Q4: 143,165 shares; 2026Q1: 148,562 shares; 2026Q2: 156,472 shares 156,472 $107M 0.79% +7,910 Timeline JUCY 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: 5,600,185 shares; 2024Q4: 5,723,802 shares; 2025Q1: 6,569,671 shares; 2025Q2: 6,038,041 shares; 2025Q3: 4,037,920 shares; 2025Q4: 4,343,634 shares; 2026Q1: 4,570,331 shares; 2026Q2: 4,808,509 shares 4,808,509 $106M 0.77% +238,178 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: 236,760 shares; 2024Q4: 301,558 shares; 2025Q1: 302,096 shares; 2025Q2: 314,340 shares; 2025Q3: 306,067 shares; 2025Q4: 312,903 shares; 2026Q1: 297,342 shares; 2026Q2: 301,725 shares 301,725 $98.8M 0.72% +4,383 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: 798,144 shares; 2024Q4: 2,395,256 shares; 2025Q1: 2,456,151 shares; 2025Q2: 2,553,030 shares; 2025Q3: 2,570,721 shares; 2025Q4: 2,676,224 shares; 2026Q1: 2,831,944 shares; 2026Q2: 2,915,059 shares 2,915,059 $85.8M 0.63% +83,115 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: 367,797 shares; 2024Q4: 455,912 shares; 2025Q1: 437,922 shares; 2025Q2: 471,910 shares; 2025Q3: 452,873 shares; 2025Q4: 565,821 shares; 2026Q1: 311,029 shares; 2026Q2: 398,299 shares 398,299 $84.7M 0.62% +87,270 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: 74,185 shares; 2024Q4: 83,738 shares; 2025Q1: 82,467 shares; 2025Q2: 83,970 shares; 2025Q3: 77,565 shares; 2025Q4: 89,947 shares; 2026Q1: 99,584 shares; 2026Q2: 110,759 shares 110,759 $82.7M 0.6% +11,175 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: 1,146 shares; 2024Q4: 19,879 shares; 2025Q1: 21,197 shares; 2025Q2: 25,251 shares; 2025Q3: 12,610 shares; 2025Q4: 22,928 shares; 2026Q1: 49,283 shares; 2026Q2: 814,494 shares 814,494 $82M 0.6% +765,211 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: 152,473 shares; 2024Q4: 182,658 shares; 2025Q1: 200,316 shares; 2025Q2: 220,615 shares; 2025Q3: 226,458 shares; 2025Q4: 238,520 shares; 2026Q1: 227,751 shares; 2026Q2: 236,653 shares 236,653 $81.2M 0.59% +8,902 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: 774,532 shares; 2024Q4: 875,315 shares; 2025Q1: 1,022,121 shares; 2025Q2: 1,174,659 shares; 2025Q3: 1,192,101 shares; 2025Q4: 1,324,531 shares; 2026Q1: 1,251,138 shares; 2026Q2: 1,330,928 shares 1,330,928 $79.4M 0.58% +79,790 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: 126,686 shares; 2024Q4: 158,841 shares; 2025Q1: 172,391 shares; 2025Q2: 185,107 shares; 2025Q3: 182,096 shares; 2025Q4: 191,865 shares; 2026Q1: 180,936 shares; 2026Q2: 181,733 shares 181,733 $76.4M 0.56% +797 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: 1,423 shares; 2024Q4: 635 shares; 2025Q1: 1,787,073 shares; 2025Q2: 319 shares; 2025Q3: 311 shares; 2025Q4: 5,039 shares; 2026Q1: 4,762 shares; 2026Q2: 3,246,145 shares 3,246,145 $73.9M 0.54% +3,241,383 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: 97,857 shares; 2024Q4: 118,214 shares; 2025Q1: 131,735 shares; 2025Q2: 138,204 shares; 2025Q3: 138,114 shares; 2025Q4: 140,181 shares; 2026Q1: 133,349 shares; 2026Q2: 129,133 shares 129,133 $72.7M 0.53% -4,216 Timeline BSCY 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: 1,738,078 shares; 2026Q1: 3,451,824 shares; 2026Q2: 3,513,762 shares 3,513,762 $72.6M 0.53% +61,938 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: 8,524 shares; 2024Q4: 11,596 shares; 2025Q1: 14,585 shares; 2025Q2: 17,396 shares; 2025Q3: 16,522 shares; 2025Q4: 17,387 shares; 2026Q1: 60,102 shares; 2026Q2: 61,064 shares 61,064 $70.5M 0.51% +962 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: 1,119,047 shares; 2024Q4: 1,162,524 shares; 2025Q1: 1,239,715 shares; 2025Q2: 1,200,583 shares; 2025Q3: 1,314,763 shares; 2025Q4: 1,372,295 shares; 2026Q1: 1,411,251 shares; 2026Q2: 1,429,177 shares 1,429,177 $70.4M 0.51% +17,926 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: 462,181 shares; 2024Q4: 556,132 shares; 2025Q1: 612,569 shares; 2025Q2: 647,024 shares; 2025Q3: 630,477 shares; 2025Q4: 657,666 shares; 2026Q1: 608,573 shares; 2026Q2: 620,716 shares 620,716 $70.3M 0.51% +12,143 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: 365,354 shares; 2024Q4: 532,914 shares; 2025Q1: 160,693 shares; 2025Q2: 523,630 shares; 2025Q3: 533,326 shares; 2025Q4: 518,603 shares; 2026Q1: 493,998 shares; 2026Q2: 512,884 shares 512,884 $70.1M 0.51% +18,886 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: 109,161 shares; 2024Q4: 189,485 shares; 2025Q1: 218,488 shares; 2025Q2: 233,513 shares; 2025Q3: 233,775 shares; 2025Q4: 236,544 shares; 2026Q1: 189,847 shares; 2026Q2: 193,624 shares 193,624 $69.2M 0.51% +3,777 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 564,118 shares; 2024Q4: 1,990,981 shares; 2025Q1: 2,047,607 shares; 2025Q2: 2,133,520 shares; 2025Q3: 2,141,423 shares; 2025Q4: 2,182,505 shares; 2026Q1: 2,232,961 shares; 2026Q2: 2,325,278 shares 2,325,278 $67.3M 0.49% +92,317 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: 86,574 shares; 2024Q4: 115,687 shares; 2025Q1: 82,764 shares; 2025Q2: 85,931 shares; 2025Q3: 135,865 shares; 2025Q4: 136,666 shares; 2026Q1: 130,294 shares; 2026Q2: 132,231 shares 132,231 $66.2M 0.48% +1,937 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: 35,477 shares; 2024Q4: 44,180 shares; 2025Q1: 48,867 shares; 2025Q2: 53,440 shares; 2025Q3: 54,794 shares; 2025Q4: 56,671 shares; 2026Q1: 52,722 shares; 2026Q2: 53,662 shares 53,662 $64.4M 0.47% +940 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: 80,565 shares; 2024Q4: 96,109 shares; 2025Q1: 108,134 shares; 2025Q2: 94,915 shares; 2025Q3: 90,431 shares; 2025Q4: 92,625 shares; 2026Q1: 78,785 shares; 2026Q2: 58,020 shares 58,020 $61.8M 0.45% -20,765 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: 1,375,000 shares; 2026Q2: 2,351,615 shares 2,351,615 $61.3M 0.45% +976,615 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: 1,300,923 shares; 2024Q4: 1,596,265 shares; 2025Q1: 1,642,939 shares; 2025Q2: 1,712,987 shares; 2025Q3: 1,584,027 shares; 2025Q4: 1,599,145 shares; 2026Q1: 1,613,612 shares; 2026Q2: 1,627,130 shares 1,627,130 $59.4M 0.43% +13,518 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: 761,399 shares; 2024Q4: 782,425 shares; 2025Q1: 789,001 shares; 2025Q2: 776,956 shares; 2025Q3: 787,708 shares; 2025Q4: 784,645 shares; 2026Q1: 793,779 shares; 2026Q2: 1,437,130 shares 1,437,130 $59.3M 0.43% +643,351 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871,158 shares; 2024Q4: 1,043,318 shares; 2025Q1: 1,097,269 shares; 2025Q2: 1,128,200 shares; 2025Q3: 1,184,713 shares; 2025Q4: 1,216,624 shares; 2026Q1: 1,254,511 shares; 2026Q2: 1,298,147 shares 1,298,147 $59.1M 0.43% +43,636 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: 32,052 shares; 2024Q4: 101,513 shares; 2025Q1: 101,950 shares; 2025Q2: 112,453 shares; 2025Q3: 98,481 shares; 2025Q4: 100,822 shares; 2026Q1: 96,923 shares; 2026Q2: 100,025 shares 100,025 $58.1M 0.42% +3,102 Timeline UPSD 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: 837,537 shares; 2025Q2: 1,757,164 shares; 2025Q3: 1,786,448 shares; 2025Q4: 1,993,040 shares; 2026Q1: 1,914,945 shares; 2026Q2: 2,055,698 shares 2,055,698 $58M 0.42% +140,753 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: 488,628 shares; 2024Q4: 503,604 shares; 2025Q1: 518,933 shares; 2025Q2: 542,059 shares; 2025Q3: 611,322 shares; 2025Q4: 647,858 shares; 2026Q1: 654,217 shares; 2026Q2: 669,631 shares 669,631 $54.3M 0.4% +15,414 Timeline DEFR 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: 1,362,704 shares; 2025Q3: 1,163,346 shares; 2025Q4: 1,702,804 shares; 2026Q1: 1,817,445 shares; 2026Q2: 2,006,550 shares 2,006,550 $53.7M 0.39% +189,105 Timeline GSEW 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: 273,019 shares; 2024Q4: 456,306 shares; 2025Q1: 488,166 shares; 2025Q2: 540,589 shares; 2025Q3: 563,283 shares; 2025Q4: 588,483 shares; 2026Q1: 543,285 shares; 2026Q2: 561,188 shares 561,188 $53M 0.39% +17,903 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: 38,370 shares; 2025Q1: 49,639 shares; 2025Q2: 39,488 shares; 2025Q3: 301,531 shares; 2025Q4: 304,674 shares; 2026Q1: 138,368 shares; 2026Q2: 121,261 shares 121,261 $52.5M 0.38% -17,107 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: 146,563 shares; 2024Q4: 169,259 shares; 2025Q1: 156,506 shares; 2025Q2: 162,484 shares; 2025Q3: 164,394 shares; 2025Q4: 199,225 shares; 2026Q1: 193,144 shares; 2026Q2: 201,691 shares 201,691 $51.2M 0.37% +8,547 Timeline BBIN 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: 217,435 shares; 2024Q4: 251,747 shares; 2025Q1: 308,864 shares; 2025Q2: 391,319 shares; 2025Q3: 541,897 shares; 2025Q4: 594,360 shares; 2026Q1: 617,052 shares; 2026Q2: 651,197 shares 651,197 $50.8M 0.37% +34,145 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: 171,525 shares; 2024Q4: 38,471 shares; 2025Q1: 41,771 shares; 2025Q2: 47,814 shares; 2025Q3: 281,155 shares; 2025Q4: 66,069 shares; 2026Q1: 135,829 shares; 2026Q2: 163,323 shares 163,323 $49.5M 0.36% +27,494 Timeline FRDM 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: 4,095 shares; 2024Q4: 313,168 shares; 2025Q1: 343,723 shares; 2025Q2: 658,174 shares; 2025Q3: 668,218 shares; 2025Q4: 670,142 shares; 2026Q1: 662,086 shares; 2026Q2: 664,025 shares 664,025 $48.4M 0.35% +1,939 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544,353 shares; 2024Q4: 611,236 shares; 2025Q1: 580,574 shares; 2025Q2: 815,929 shares; 2025Q3: 958,189 shares; 2025Q4: 1,084,875 shares; 2026Q1: 1,089,848 shares; 2026Q2: 1,137,964 shares 1,137,964 $47.7M 0.35% +48,116 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: 304,751 shares; 2024Q4: 337,608 shares; 2025Q1: 352,199 shares; 2025Q2: 371,030 shares; 2025Q3: 358,711 shares; 2025Q4: 371,648 shares; 2026Q1: 382,192 shares; 2026Q2: 399,148 shares 399,148 $47.5M 0.35% +16,956 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: 159,133 shares; 2024Q4: 181,723 shares; 2025Q1: 199,103 shares; 2025Q2: 214,883 shares; 2025Q3: 227,014 shares; 2025Q4: 197,961 shares; 2026Q1: 200,318 shares; 2026Q2: 212,597 shares 212,597 $46.4M 0.34% +12,279 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: 134,000 shares; 2024Q4: 155,012 shares; 2025Q1: 134,715 shares; 2025Q2: 153,733 shares; 2025Q3: 35,226 shares; 2025Q4: 36,532 shares; 2026Q1: 63,899 shares; 2026Q2: 63,899 shares 63,899 $46.2M 0.34% 0 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: 569,443 shares; 2024Q4: 607,611 shares; 2025Q1: 679,267 shares; 2025Q2: 732,670 shares; 2025Q3: 645,427 shares; 2025Q4: 788,646 shares; 2026Q1: 812,605 shares; 2026Q2: 873,909 shares 873,909 $44M 0.32% +61,304 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: 58,375 shares; 2024Q4: 65,796 shares; 2025Q1: 67,696 shares; 2025Q2: 173,323 shares; 2025Q3: 73,836 shares; 2025Q4: 174,698 shares; 2026Q1: 56,616 shares; 2026Q2: 59,117 shares 59,117 $43.5M 0.32% +2,501 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: 35,658 shares; 2024Q4: 40,938 shares; 2025Q1: 48,699 shares; 2025Q2: 53,940 shares; 2025Q3: 55,398 shares; 2025Q4: 60,643 shares; 2026Q1: 62,985 shares; 2026Q2: 59,908 shares 59,908 $43.1M 0.32% -3,077 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: 616,185 shares; 2024Q4: 2,217,267 shares; 2025Q1: 2,346,090 shares; 2025Q2: 2,345,429 shares; 2025Q3: 1,380,271 shares; 2025Q4: 1,356,938 shares; 2026Q1: 1,319,700 shares; 2026Q2: 1,313,803 shares 1,313,803 $41.7M 0.3% -5,897 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: 304,298 shares; 2024Q4: 375,048 shares; 2025Q1: 410,337 shares; 2025Q2: 428,321 shares; 2025Q3: 702,733 shares; 2025Q4: 743,158 shares; 2026Q1: 769,693 shares; 2026Q2: 822,310 shares 822,310 $40.7M 0.3% +52,617 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,705 shares; 2024Q4: 43,080 shares; 2025Q1: 43,737 shares; 2025Q2: 47,505 shares; 2025Q3: 45,999 shares; 2025Q4: 46,274 shares; 2026Q1: 47,455 shares; 2026Q2: 54,068 shares 54,068 $40.5M 0.3% +6,613 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: 179,970 shares; 2024Q4: 214,651 shares; 2025Q1: 241,826 shares; 2025Q2: 266,602 shares; 2025Q3: 297,752 shares; 2025Q4: 287,770 shares; 2026Q1: 253,070 shares; 2026Q2: 267,986 shares 267,986 $39.3M 0.29% +14,916 Timeline LQTI 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: 139,970 shares; 2025Q3: 1,535,246 shares; 2025Q4: 1,890,415 shares; 2026Q1: 2,058,213 shares; 2026Q2: 2,020,581 shares 2,020,581 $39M 0.29% -37,632 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,637 shares; 2024Q4: 385,557 shares; 2025Q1: 411,946 shares; 2025Q2: 431,091 shares; 2025Q3: 444,871 shares; 2025Q4: 456,427 shares; 2026Q1: 463,552 shares; 2026Q2: 479,180 shares 479,180 $37.9M 0.28% +15,628 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,714 shares; 2024Q4: 161,067 shares; 2025Q1: 108,235 shares; 2025Q2: 222,425 shares; 2025Q3: 218,207 shares; 2025Q4: 226,457 shares; 2026Q1: 210,257 shares; 2026Q2: 210,178 shares 210,178 $36.9M 0.27% -79 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: 48,115 shares; 2024Q4: 80,581 shares; 2025Q1: 52,272 shares; 2025Q2: 64,767 shares; 2025Q3: 62,680 shares; 2025Q4: 69,779 shares; 2026Q1: 249,376 shares; 2026Q2: 257,326 shares 257,326 $35.9M 0.26% +7,950 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: 9,566 shares; 2024Q4: 16,905 shares; 2025Q1: 19,306 shares; 2025Q2: 19,275 shares; 2025Q3: 18,003 shares; 2025Q4: 154,166 shares; 2026Q1: 192,162 shares; 2026Q2: 203,134 shares 203,134 $35.8M 0.26% +10,972 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: 83,343 shares; 2024Q4: 113,315 shares; 2025Q1: 123,274 shares; 2025Q2: 136,445 shares; 2025Q3: 135,147 shares; 2025Q4: 137,505 shares; 2026Q1: 134,719 shares; 2026Q2: 142,030 shares 142,030 $35.7M 0.26% +7,311 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: 51,817 shares; 2024Q4: 59,118 shares; 2025Q1: 68,228 shares; 2025Q2: 58,784 shares; 2025Q3: 63,547 shares; 2025Q4: 64,350 shares; 2026Q1: 65,278 shares; 2026Q2: 67,350 shares 67,350 $35M 0.26% +2,072 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: 1,519,337 shares; 2024Q4: 1,858,338 shares; 2025Q1: 305,272 shares; 2025Q2: 319,168 shares; 2025Q3: 311,187 shares; 2025Q4: 1,302,870 shares; 2026Q1: 1,383,455 shares; 2026Q2: 1,400,315 shares 1,400,315 $34.8M 0.25% +16,860 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: 60,629 shares; 2024Q4: 141,043 shares; 2025Q1: 165,887 shares; 2025Q2: 160,809 shares; 2025Q3: 146,767 shares; 2025Q4: 306,177 shares; 2026Q1: 296,427 shares; 2026Q2: 294,093 shares 294,093 $34.5M 0.25% -2,334 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,259 shares; 2024Q4: 165,602 shares; 2025Q1: 155,419 shares; 2025Q2: 150,184 shares; 2025Q3: 149,530 shares; 2025Q4: 149,836 shares; 2026Q1: 148,864 shares; 2026Q2: 150,801 shares 150,801 $33.1M 0.24% +1,937 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: 267,369 shares; 2024Q4: 309,304 shares; 2025Q1: 333,193 shares; 2025Q2: 373,438 shares; 2025Q3: 381,350 shares; 2025Q4: 391,245 shares; 2026Q1: 381,106 shares; 2026Q2: 342,150 shares 342,150 $32.7M 0.24% -38,956 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: 24,640 shares; 2025Q1: 28,445 shares; 2025Q2: 30,541 shares; 2025Q3: 32,051 shares; 2025Q4: 33,139 shares; 2026Q1: 32,418 shares; 2026Q2: 33,400 shares 33,400 $32.1M 0.23% +982 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: 137,635 shares; 2024Q4: 67,473 shares; 2025Q1: 213,677 shares; 2025Q2: 211,845 shares; 2025Q3: 220,944 shares; 2025Q4: 218,391 shares; 2026Q1: 228,499 shares; 2026Q2: 232,526 shares 232,526 $31.5M 0.23% +4,027 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: 5,993 shares; 2024Q4: 22,168 shares; 2025Q1: 31,915 shares; 2025Q2: 36,420 shares; 2025Q3: 156,174 shares; 2025Q4: 151,110 shares; 2026Q1: 151,073 shares; 2026Q2: 127,106 shares 127,106 $31.3M 0.23% -23,967 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: 56,640 shares; 2024Q4: 57,883 shares; 2025Q1: 55,429 shares; 2025Q2: 53,998 shares; 2025Q3: 55,289 shares; 2025Q4: 55,163 shares; 2026Q1: 55,288 shares; 2026Q2: 245,766 shares 245,766 $30.5M 0.22% +190,478 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: 20,783 shares; 2024Q4: 34,639 shares; 2025Q1: 38,181 shares; 2025Q2: 109,890 shares; 2025Q3: 49,603 shares; 2025Q4: 47,748 shares; 2026Q1: 61,403 shares; 2026Q2: 85,091 shares 85,091 $30M 0.22% +23,688 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,368 shares; 2024Q4: 40,695 shares; 2025Q1: 45,046 shares; 2025Q2: 50,256 shares; 2025Q3: 56,624 shares; 2025Q4: 57,381 shares; 2026Q1: 61,121 shares; 2026Q2: 64,080 shares 64,080 $29.8M 0.22% +2,959 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: 62,292 shares; 2024Q4: 77,467 shares; 2025Q1: 84,233 shares; 2025Q2: 73,739 shares; 2025Q3: 69,498 shares; 2025Q4: 70,205 shares; 2026Q1: 57,798 shares; 2026Q2: 71,068 shares 71,068 $29.5M 0.22% +13,270 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: 350,993 shares; 2024Q4: 448,534 shares; 2025Q1: 470,189 shares; 2025Q2: 509,890 shares; 2025Q3: 568,093 shares; 2025Q4: 575,252 shares; 2026Q1: 614,474 shares; 2026Q2: 617,587 shares 617,587 $29M 0.21% +3,113 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: 22,963 shares; 2024Q4: 26,562 shares; 2025Q1: 30,606 shares; 2025Q2: 33,897 shares; 2025Q3: 30,143 shares; 2025Q4: 30,914 shares; 2026Q1: 30,381 shares; 2026Q2: 30,798 shares 30,798 $28.8M 0.21% +417 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: 161,538 shares; 2024Q4: 189,599 shares; 2025Q1: 210,577 shares; 2025Q2: 216,798 shares; 2025Q3: 225,031 shares; 2025Q4: 217,037 shares; 2026Q1: 207,123 shares; 2026Q2: 202,160 shares 202,160 $28.3M 0.21% -4,963 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: 489,887 shares; 2024Q4: 552,342 shares; 2025Q1: 48,825 shares; 2025Q2: 649,353 shares; 2025Q3: 573,082 shares; 2025Q4: 588,626 shares; 2026Q1: 573,399 shares; 2026Q2: 593,668 shares 593,668 $28.2M 0.21% +20,269 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: 11,707 shares; 2024Q4: 14,158 shares; 2025Q1: 61,317 shares; 2025Q2: 73,777 shares; 2025Q3: 75,577 shares; 2025Q4: 79,723 shares; 2026Q1: 73,183 shares; 2026Q2: 75,282 shares 75,282 $28.1M 0.21% +2,099 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: 106,531 shares; 2024Q4: 132,768 shares; 2025Q1: 158,998 shares; 2025Q2: 193,009 shares; 2025Q3: 206,891 shares; 2025Q4: 216,439 shares; 2026Q1: 214,516 shares; 2026Q2: 221,444 shares 221,444 $28M 0.2% +6,928 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,694 shares; 2024Q4: 630,764 shares; 2025Q1: 1,296 shares; 2025Q2: 1,303 shares; 2025Q3: 120,405 shares; 2025Q4: 134,588 shares; 2026Q1: 557,255 shares; 2026Q2: 553,871 shares 553,871 $28M 0.2% -3,384 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: 6,949 shares; 2024Q4: 1,277 shares; 2025Q1: 327 shares; 2025Q2: 331 shares; 2025Q3: 330 shares; 2025Q4: 16,114 shares; 2026Q1: 247,799 shares; 2026Q2: 289,426 shares 289,426 $27.9M 0.2% +41,627 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478 shares; 2024Q4: 1,489 shares; 2025Q1: 1,488 shares; 2025Q2: 1,478 shares; 2025Q3: 1,478 shares; 2025Q4: 1,478 shares; 2026Q1: 1,432 shares; 2026Q2: 1,016,944 shares 1,016,944 $27.9M 0.2% +1,015,512 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: 1,118,458 shares; 2024Q4: 1,276,127 shares; 2025Q1: 1,160,251 shares; 2025Q2: 1,182,492 shares; 2025Q3: 1,212,427 shares; 2025Q4: 1,235,964 shares; 2026Q1: 1,397,277 shares; 2026Q2: 1,418,032 shares 1,418,032 $27.1M 0.2% +20,755 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412,277 shares; 2024Q4: 428,620 shares; 2025Q1: 432,597 shares; 2025Q2: 440,107 shares; 2025Q3: not reported; 2025Q4: 461,177 shares; 2026Q1: 255,566 shares; 2026Q2: 277,937 shares 277,937 $26.5M 0.19% +22,371 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: 4,391 shares; 2024Q4: 7,852 shares; 2025Q1: 12,157 shares; 2025Q2: 14,096 shares; 2025Q3: 14,309 shares; 2025Q4: 14,794 shares; 2026Q1: 25,612 shares; 2026Q2: 26,142 shares 26,142 $26.4M 0.19% +530 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: 53,773 shares; 2024Q4: 76,556 shares; 2025Q1: 303,704 shares; 2025Q2: 61,829 shares; 2025Q3: 59,008 shares; 2025Q4: 63,812 shares; 2026Q1: 152,848 shares; 2026Q2: 158,001 shares 158,001 $26.2M 0.19% +5,153 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: 145,914 shares; 2024Q4: 91,379 shares; 2025Q1: 84,329 shares; 2025Q2: 252,675 shares; 2025Q3: 253,746 shares; 2025Q4: 207,526 shares; 2026Q1: 192,739 shares; 2026Q2: 201,987 shares 201,987 $26M 0.19% +9,248 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: 73,200 shares; 2024Q4: 374,992 shares; 2025Q1: 406,520 shares; 2025Q2: 440,289 shares; 2025Q3: 470,400 shares; 2025Q4: 532,951 shares; 2026Q1: 578,589 shares; 2026Q2: 600,056 shares 600,056 $25.9M 0.19% +21,467 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: 454,192 shares; 2024Q4: 502,733 shares; 2025Q1: 523,367 shares; 2025Q2: 513,453 shares; 2025Q3: 467,845 shares; 2025Q4: 466,040 shares; 2026Q1: 464,690 shares; 2026Q2: 440,188 shares 440,188 $24.9M 0.18% -24,502 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: 26,998 shares; 2024Q4: 32,589 shares; 2025Q1: 35,379 shares; 2025Q2: 38,056 shares; 2025Q3: 40,298 shares; 2025Q4: 340,986 shares; 2026Q1: 336,709 shares; 2026Q2: 344,108 shares 344,108 $24.6M 0.18% +7,399 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: 65,523 shares; 2024Q4: 80,365 shares; 2025Q1: 88,658 shares; 2025Q2: 92,218 shares; 2025Q3: 95,456 shares; 2025Q4: 89,970 shares; 2026Q1: 86,935 shares; 2026Q2: 89,087 shares 89,087 $24.1M 0.18% +2,152 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: 37,765 shares; 2024Q4: 42,980 shares; 2025Q1: 8,671 shares; 2025Q2: 11,702 shares; 2025Q3: 56,187 shares; 2025Q4: 57,944 shares; 2026Q1: 46,240 shares; 2026Q2: 47,091 shares 47,091 $23.6M 0.17% +851 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,318 shares; 2024Q4: 103,342 shares; 2025Q1: 105,533 shares; 2025Q2: 108,491 shares; 2025Q3: 113,234 shares; 2025Q4: 116,957 shares; 2026Q1: 222,148 shares; 2026Q2: 243,185 shares 243,185 $23.5M 0.17% +21,037 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: 150,311 shares; 2024Q4: 190,347 shares; 2025Q1: 220,964 shares; 2025Q2: 234,951 shares; 2025Q3: 248,397 shares; 2025Q4: 254,311 shares; 2026Q1: 104,307 shares; 2026Q2: 106,948 shares 106,948 $22.4M 0.16% +2,641 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: 181,434 shares; 2024Q4: 228,982 shares; 2025Q1: 255,695 shares; 2025Q2: 207,800 shares; 2025Q3: 233,117 shares; 2025Q4: 243,008 shares; 2026Q1: 238,045 shares; 2026Q2: 249,800 shares 249,800 $21.9M 0.16% +11,755 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,476 shares; 2024Q4: 6,240 shares; 2025Q1: 7,455 shares; 2025Q2: 8,782 shares; 2025Q3: 10,749 shares; 2025Q4: 39,611 shares; 2026Q1: 64,181 shares; 2026Q2: 64,288 shares 64,288 $21.9M 0.16% +107 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: 196,843 shares; 2024Q4: 234,056 shares; 2025Q1: 254,535 shares; 2025Q2: 277,622 shares; 2025Q3: 292,281 shares; 2025Q4: 299,099 shares; 2026Q1: 295,527 shares; 2026Q2: 304,322 shares 304,322 $21.9M 0.16% +8,795 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,868 shares; 2024Q4: 16,840 shares; 2025Q1: 16,970 shares; 2025Q2: 17,085 shares; 2025Q3: 137,968 shares; 2025Q4: 249,451 shares; 2026Q1: 31,175 shares; 2026Q2: 358,609 shares 358,609 $21.4M 0.16% +327,434 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: 65,189 shares; 2024Q4: 107,227 shares; 2025Q1: 153,261 shares; 2025Q2: 163,790 shares; 2025Q3: 154,038 shares; 2025Q4: 157,052 shares; 2026Q1: 188,213 shares; 2026Q2: 197,324 shares 197,324 $21.2M 0.16% +9,111 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: 19,375 shares; 2024Q4: 43,253 shares; 2025Q1: 40,564 shares; 2025Q2: 96,054 shares; 2025Q3: 111,370 shares; 2025Q4: 115,688 shares; 2026Q1: 108,244 shares; 2026Q2: 110,193 shares 110,193 $20.9M 0.15% +1,949 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: 3,628 shares; 2024Q4: 4,999 shares; 2025Q1: 45,687 shares; 2025Q2: 51,706 shares; 2025Q3: 56,394 shares; 2025Q4: 58,831 shares; 2026Q1: 47,664 shares; 2026Q2: 39,116 shares 39,116 $20.4M 0.15% -8,548 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,432 shares; 2024Q4: 74,244 shares; 2025Q1: 83,522 shares; 2025Q2: 91,544 shares; 2025Q3: 105,004 shares; 2025Q4: 105,474 shares; 2026Q1: 117,083 shares; 2026Q2: 117,777 shares 117,777 $20M 0.15% +694 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,471 shares; 2024Q4: 304,095 shares; 2025Q1: 306,611 shares; 2025Q2: 287,828 shares; 2025Q3: 395,932 shares; 2025Q4: 395,278 shares; 2026Q1: 394,137 shares; 2026Q2: 393,773 shares 393,773 $19.8M 0.14% -364 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 4,915 shares; 2025Q1: 4,909 shares; 2025Q2: 4,976 shares; 2025Q3: 267,403 shares; 2025Q4: 290,919 shares; 2026Q1: 307,611 shares; 2026Q2: 320,755 shares 320,755 $19.8M 0.14% +13,144 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: 801 shares; 2024Q4: 867 shares; 2025Q1: 1,790 shares; 2025Q2: 2,199 shares; 2025Q3: 1,355 shares; 2025Q4: 1,440 shares; 2026Q1: 6,225 shares; 2026Q2: 65,137 shares 65,137 $19.7M 0.14% +58,912 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: 15,006 shares; 2024Q4: 30,149 shares; 2025Q1: 71,632 shares; 2025Q2: 74,021 shares; 2025Q3: 71,370 shares; 2025Q4: 73,413 shares; 2026Q1: 68,027 shares; 2026Q2: 69,701 shares 69,701 $19.6M 0.14% +1,674 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: 4,506 shares; 2024Q4: 24,253 shares; 2025Q1: 33,020 shares; 2025Q2: 39,938 shares; 2025Q3: 40,573 shares; 2025Q4: 41,725 shares; 2026Q1: 41,513 shares; 2026Q2: 40,959 shares 40,959 $19.6M 0.14% -554 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,384 shares; 2024Q4: 62,806 shares; 2025Q1: 70,832 shares; 2025Q2: 77,676 shares; 2025Q3: 89,342 shares; 2025Q4: 89,804 shares; 2026Q1: 90,706 shares; 2026Q2: 91,287 shares 91,287 $19.5M 0.14% +581 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: 64,521 shares; 2024Q4: 71,507 shares; 2025Q1: 77,295 shares; 2025Q2: 77,872 shares; 2025Q3: 82,170 shares; 2025Q4: 79,433 shares; 2026Q1: 83,628 shares; 2026Q2: 82,239 shares 82,239 $19.5M 0.14% -1,389 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,976 shares; 2024Q4: 91,522 shares; 2025Q1: 103,321 shares; 2025Q2: 113,354 shares; 2025Q3: 130,520 shares; 2025Q4: 131,090 shares; 2026Q1: 132,430 shares; 2026Q2: 133,243 shares 133,243 $19.4M 0.14% +813 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: 21,012 shares; 2024Q4: 69,647 shares; 2025Q1: 81,093 shares; 2025Q2: 150,410 shares; 2025Q3: 147,583 shares; 2025Q4: 152,204 shares; 2026Q1: 132,380 shares; 2026Q2: 131,949 shares 131,949 $19.3M 0.14% -431 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: 2,796 shares; 2024Q4: 3,221 shares; 2025Q1: 3,742 shares; 2025Q2: 3,924 shares; 2025Q3: 3,676 shares; 2025Q4: 4,664 shares; 2026Q1: 14,675 shares; 2026Q2: 16,321 shares 16,321 $19.2M 0.14% +1,646 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,041 shares; 2024Q4: 124,780 shares; 2025Q1: 134,627 shares; 2025Q2: 144,704 shares; 2025Q3: 132,259 shares; 2025Q4: 137,435 shares; 2026Q1: 135,879 shares; 2026Q2: 139,664 shares 139,664 $19.2M 0.14% +3,785 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,671 shares; 2024Q4: 67,259 shares; 2025Q1: 75,650 shares; 2025Q2: 83,433 shares; 2025Q3: 95,734 shares; 2025Q4: 96,420 shares; 2026Q1: 97,451 shares; 2026Q2: 97,884 shares 97,884 $18.9M 0.14% +433 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: 33,850 shares; 2024Q4: 38,596 shares; 2025Q1: 36,855 shares; 2025Q2: 43,784 shares; 2025Q3: 53,771 shares; 2025Q4: 219,056 shares; 2026Q1: 172,396 shares; 2026Q2: 187,948 shares 187,948 $18.7M 0.14% +15,552 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: 68,504 shares; 2024Q4: 77,479 shares; 2025Q1: 87,420 shares; 2025Q2: 82,355 shares; 2025Q3: 101,094 shares; 2025Q4: 93,685 shares; 2026Q1: 48,877 shares; 2026Q2: 50,067 shares 50,067 $18.6M 0.14% +1,190 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: 127,519 shares; 2024Q4: 146,798 shares; 2025Q1: 163,300 shares; 2025Q2: 175,392 shares; 2025Q3: 180,513 shares; 2025Q4: 162,442 shares; 2026Q1: 116,238 shares; 2026Q2: 120,596 shares 120,596 $18.3M 0.13% +4,358 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: 35,864 shares; 2024Q4: 64,067 shares; 2025Q1: 165,671 shares; 2025Q2: 173,545 shares; 2025Q3: 225,850 shares; 2025Q4: 189,544 shares; 2026Q1: 204,124 shares; 2026Q2: 195,200 shares 195,200 $17.9M 0.13% -8,924 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: 30,150 shares; 2024Q4: 43,517 shares; 2025Q1: 47,608 shares; 2025Q2: 53,379 shares; 2025Q3: 58,028 shares; 2025Q4: 60,844 shares; 2026Q1: 60,166 shares; 2026Q2: 44,819 shares 44,819 $17.8M 0.13% -15,347 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: 33,478 shares; 2024Q4: 27,077 shares; 2025Q1: 27,204 shares; 2025Q2: 27,510 shares; 2025Q3: 21,045 shares; 2025Q4: 33,471 shares; 2026Q1: 33,617 shares; 2026Q2: 34,155 shares 34,155 $17.6M 0.13% +538 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 259,427 shares; 2025Q2: 284,467 shares; 2025Q3: 327,319 shares; 2025Q4: 327,843 shares; 2026Q1: 329,702 shares; 2026Q2: 336,299 shares 336,299 $17.5M 0.13% +6,597 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: 18,849 shares; 2024Q4: 28,419 shares; 2025Q1: 79,221 shares; 2025Q2: 89,542 shares; 2025Q3: 92,260 shares; 2025Q4: 95,749 shares; 2026Q1: 93,113 shares; 2026Q2: 94,821 shares 94,821 $17.5M 0.13% +1,708 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: 32,562 shares; 2024Q4: 40,104 shares; 2025Q1: 42,965 shares; 2025Q2: 45,023 shares; 2025Q3: 53,099 shares; 2025Q4: 65,437 shares; 2026Q1: 40,123 shares; 2026Q2: 41,085 shares 41,085 $17.5M 0.13% +962 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: 54,321 shares; 2024Q4: 42,913 shares; 2025Q1: 41,345 shares; 2025Q2: 87,459 shares; 2025Q3: 42,107 shares; 2025Q4: 42,759 shares; 2026Q1: 45,597 shares; 2026Q2: 47,273 shares 47,273 $17.5M 0.13% +1,676 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,085 shares; 2024Q4: 101,410 shares; 2025Q1: 121,674 shares; 2025Q2: 181,392 shares; 2025Q3: 184,233 shares; 2025Q4: 182,005 shares; 2026Q1: 196,273 shares; 2026Q2: 210,096 shares 210,096 $17.2M 0.13% +13,823 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 294,920 shares; 2025Q2: 323,692 shares; 2025Q3: 448,423 shares; 2025Q4: 450,385 shares; 2026Q1: 455,002 shares; 2026Q2: 457,762 shares 457,762 $17.1M 0.12% +2,760 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 426,429 shares; 2025Q4: 428,942 shares; 2026Q1: 392,351 shares; 2026Q2: 394,737 shares 394,737 $16.7M 0.12% +2,386 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: 10,560 shares; 2024Q4: 101,143 shares; 2025Q1: 103,165 shares; 2025Q2: 103,636 shares; 2025Q3: 198,780 shares; 2025Q4: 186,957 shares; 2026Q1: 98,286 shares; 2026Q2: 100,797 shares 100,797 $16.6M 0.12% +2,511 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: 80,748 shares; 2024Q4: 92,715 shares; 2025Q1: 100,987 shares; 2025Q2: 107,488 shares; 2025Q3: 112,736 shares; 2025Q4: 82,692 shares; 2026Q1: 50,131 shares; 2026Q2: 52,411 shares 52,411 $16.5M 0.12% +2,280 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,149 shares; 2024Q4: 5,071 shares; 2025Q1: 8,295 shares; 2025Q2: 11,117 shares; 2025Q3: 12,483 shares; 2025Q4: 13,350 shares; 2026Q1: 13,218 shares; 2026Q2: 22,624 shares 22,624 $16.1M 0.12% +9,406 Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 80,310 shares; 2025Q4: 80,657 shares; 2026Q1: 81,477 shares; 2026Q2: 81,970 shares 81,970 $16M 0.12% +493 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,742 shares; 2024Q4: 71,955 shares; 2025Q1: 78,523 shares; 2025Q2: 83,132 shares; 2025Q3: 86,949 shares; 2025Q4: 88,859 shares; 2026Q1: 86,578 shares; 2026Q2: 89,116 shares 89,116 $16M 0.12% +2,538 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: 80,013 shares; 2024Q4: 90,575 shares; 2025Q1: 99,276 shares; 2025Q2: 105,340 shares; 2025Q3: 109,366 shares; 2025Q4: 112,745 shares; 2026Q1: 90,580 shares; 2026Q2: 93,361 shares 93,361 $15.9M 0.12% +2,781 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: 22,527 shares; 2024Q4: 179,844 shares; 2025Q1: 181,655 shares; 2025Q2: 185,896 shares; 2025Q3: 193,233 shares; 2025Q4: 193,680 shares; 2026Q1: 193,108 shares; 2026Q2: 205,555 shares 205,555 $15.7M 0.11% +12,447 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,540 shares; 2024Q4: 166,907 shares; 2025Q1: 184,823 shares; 2025Q2: 202,658 shares; 2025Q3: 233,226 shares; 2025Q4: 234,247 shares; 2026Q1: 236,638 shares; 2026Q2: 238,081 shares 238,081 $15.7M 0.11% +1,443 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: 27,233 shares; 2024Q4: 43,613 shares; 2025Q1: 47,600 shares; 2025Q2: 45,933 shares; 2025Q3: 44,387 shares; 2025Q4: 44,671 shares; 2026Q1: 41,466 shares; 2026Q2: 42,764 shares 42,764 $15.5M 0.11% +1,298 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,677,338 shares; 2024Q4: 1,895,200 shares; 2025Q1: 2,136,956 shares; 2025Q2: 2,505,869 shares; 2025Q3: 2,572,966 shares; 2025Q4: 284,562 shares; 2026Q1: 290,079 shares; 2026Q2: 298,336 shares 298,336 $15.4M 0.11% +8,257 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: 26,535 shares; 2024Q4: 33,477 shares; 2025Q1: 38,983 shares; 2025Q2: 41,798 shares; 2025Q3: 44,533 shares; 2025Q4: 45,547 shares; 2026Q1: 23,939 shares; 2026Q2: 24,059 shares 24,059 $15.3M 0.11% +120 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,609 shares; 2024Q4: 240,114 shares; 2025Q1: 273,481 shares; 2025Q2: 341,943 shares; 2025Q3: 382,036 shares; 2025Q4: 396,193 shares; 2026Q1: 454,562 shares; 2026Q2: 540,961 shares 540,961 $15.2M 0.11% +86,399 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,235 shares; 2024Q4: 73,725 shares; 2025Q1: 83,097 shares; 2025Q2: 91,195 shares; 2025Q3: 105,040 shares; 2025Q4: 105,502 shares; 2026Q1: 106,581 shares; 2026Q2: 107,225 shares 107,225 $15.2M 0.11% +644 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,306 shares; 2026Q2: 6,627 shares 6,627 $15.1M 0.11% +321 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: 49,579 shares; 2024Q4: 61,809 shares; 2025Q1: 69,231 shares; 2025Q2: 144,991 shares; 2025Q3: 149,633 shares; 2025Q4: 78,257 shares; 2026Q1: 83,803 shares; 2026Q2: 91,445 shares 91,445 $15M 0.11% +7,642 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: 7,681 shares; 2024Q4: 13,926 shares; 2025Q1: 13,319 shares; 2025Q2: 52,565 shares; 2025Q3: 53,526 shares; 2025Q4: 53,567 shares; 2026Q1: 44,401 shares; 2026Q2: 50,179 shares 50,179 $15M 0.11% +5,778 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,024 shares; 2024Q4: 89,312 shares; 2025Q1: 100,690 shares; 2025Q2: 110,457 shares; 2025Q3: 111,706 shares; 2025Q4: 101,254 shares; 2026Q1: 92,742 shares; 2026Q2: 93,296 shares 93,296 $15M 0.11% +554 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,345 shares; 2024Q4: 36,027 shares; 2025Q1: 40,779 shares; 2025Q2: 44,693 shares; 2025Q3: 51,439 shares; 2025Q4: 51,607 shares; 2026Q1: 52,105 shares; 2026Q2: 52,406 shares 52,406 $14.9M 0.11% +301 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,281 shares; 2024Q4: 307,456 shares; 2025Q1: 346,631 shares; 2025Q2: 380,537 shares; 2025Q3: 438,416 shares; 2025Q4: 440,333 shares; 2026Q1: 444,844 shares; 2026Q2: 447,558 shares 447,558 $14.9M 0.11% +2,714 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: 56,920 shares; 2024Q4: 62,966 shares; 2025Q1: 60,634 shares; 2025Q2: 58,970 shares; 2025Q3: 59,464 shares; 2025Q4: 58,462 shares; 2026Q1: 58,782 shares; 2026Q2: 61,322 shares 61,322 $14.9M 0.11% +2,540 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: 63,833 shares; 2024Q4: 102,931 shares; 2025Q1: 99,830 shares; 2025Q2: 91,209 shares; 2025Q3: 87,771 shares; 2025Q4: 107,215 shares; 2026Q1: 107,116 shares; 2026Q2: 93,785 shares 93,785 $14.8M 0.11% -13,331 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,956 shares; 2024Q4: 131,070 shares; 2025Q1: 147,768 shares; 2025Q2: 162,189 shares; 2025Q3: 186,875 shares; 2025Q4: 187,691 shares; 2026Q1: 189,610 shares; 2026Q2: 190,763 shares 190,763 $14.6M 0.11% +1,153 Timeline QEFA 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: 125,531 shares; 2024Q4: 125,185 shares; 2025Q1: 129,388 shares; 2025Q2: 136,874 shares; 2025Q3: 139,915 shares; 2025Q4: 144,403 shares; 2026Q1: 148,153 shares; 2026Q2: 151,649 shares 151,649 $14.6M 0.11% +3,496 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61,096 shares; 2025Q1: 68,855 shares; 2025Q2: 75,432 shares; 2025Q3: 86,852 shares; 2025Q4: 87,230 shares; 2026Q1: 88,133 shares; 2026Q2: 88,690 shares 88,690 $14.3M 0.1% +557 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: 102,821 shares; 2024Q4: 117,746 shares; 2025Q1: 164,199 shares; 2025Q2: 172,767 shares; 2025Q3: 167,461 shares; 2025Q4: 178,936 shares; 2026Q1: 199,982 shares; 2026Q2: 193,523 shares 193,523 $14.2M 0.1% -6,459 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,371 shares; 2024Q4: 27,972 shares; 2025Q1: 42,102 shares; 2025Q2: 55,270 shares; 2025Q3: 61,663 shares; 2025Q4: 67,609 shares; 2026Q1: 87,490 shares; 2026Q2: 104,759 shares 104,759 $14.1M 0.1% +17,269 Timeline DBND 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: 300,463 shares; 2025Q4: 308,766 shares; 2026Q1: 308,616 shares; 2026Q2: 306,991 shares 306,991 $14M 0.1% -1,625 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: 6,250 shares; 2024Q4: 95,802 shares; 2025Q1: 99,574 shares; 2025Q2: 104,527 shares; 2025Q3: 104,232 shares; 2025Q4: 104,134 shares; 2026Q1: 107,153 shares; 2026Q2: 108,089 shares 108,089 $13.8M 0.1% +936 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: 1,937 shares; 2024Q4: 2,562 shares; 2025Q1: 43,022 shares; 2025Q2: 45,214 shares; 2025Q3: 48,098 shares; 2025Q4: 49,157 shares; 2026Q1: 25,899 shares; 2026Q2: 27,081 shares 27,081 $13.8M 0.1% +1,182 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,132 shares; 2024Q4: 19,188 shares; 2025Q1: 438,810 shares; 2025Q2: 371,161 shares; 2025Q3: 397,340 shares; 2025Q4: 409,890 shares; 2026Q1: 370,411 shares; 2026Q2: 329,740 shares 329,740 $13.6M 0.1% -40,671 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,248 shares; 2025Q3: 175,483 shares; 2025Q4: 176,277 shares; 2026Q1: 179,168 shares; 2026Q2: 180,529 shares 180,529 $13.4M 0.1% +1,361 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: 77,122 shares; 2024Q4: 86,755 shares; 2025Q1: 95,471 shares; 2025Q2: 104,723 shares; 2025Q3: 105,423 shares; 2025Q4: 108,439 shares; 2026Q1: 104,265 shares; 2026Q2: 107,242 shares 107,242 $13.2M 0.1% +2,977 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: 13,392 shares; 2024Q4: 47,736 shares; 2025Q1: 49,594 shares; 2025Q2: 139,529 shares; 2025Q3: 139,250 shares; 2025Q4: 147,248 shares; 2026Q1: 158,972 shares; 2026Q2: 112,610 shares 112,610 $13.1M 0.1% -46,362 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,585 shares; 2024Q4: 28,808 shares; 2025Q1: 32,442 shares; 2025Q2: 35,577 shares; 2025Q3: 40,934 shares; 2025Q4: 41,114 shares; 2026Q1: 41,533 shares; 2026Q2: 41,781 shares 41,781 $13.1M 0.1% +248 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: 93,213 shares; 2024Q4: 106,305 shares; 2025Q1: 119,310 shares; 2025Q2: 32,739 shares; 2025Q3: 137,609 shares; 2025Q4: 143,084 shares; 2026Q1: 95,919 shares; 2026Q2: 59,409 shares 59,409 $13.1M 0.1% -36,510 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,286 shares; 2024Q4: 88,696 shares; 2025Q1: 99,828 shares; 2025Q2: 109,555 shares; 2025Q3: 126,149 shares; 2025Q4: 126,675 shares; 2026Q1: 127,865 shares; 2026Q2: 128,865 shares 128,865 $13M 0.1% +1,000 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,124 shares; 2024Q4: 188,323 shares; 2025Q1: 212,287 shares; 2025Q2: 232,975 shares; 2025Q3: 268,421 shares; 2025Q4: 269,597 shares; 2026Q1: 272,358 shares; 2026Q2: 274,011 shares 274,011 $13M 0.1% +1,653 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: 40,776 shares; 2024Q4: 40,847 shares; 2025Q1: 38,879 shares; 2025Q2: 38,477 shares; 2025Q3: 38,877 shares; 2025Q4: 38,075 shares; 2026Q1: 36,487 shares; 2026Q2: 37,438 shares 37,438 $12.8M 0.09% +951 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: 87,397 shares; 2024Q4: 98,750 shares; 2025Q1: 92,909 shares; 2025Q2: 88,131 shares; 2025Q3: 96,104 shares; 2025Q4: 79,389 shares; 2026Q1: 82,185 shares; 2026Q2: 76,444 shares 76,444 $12.8M 0.09% -5,741 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: 29,748 shares; 2024Q4: 82,123 shares; 2025Q1: 108,775 shares; 2025Q2: 100,925 shares; 2025Q3: 102,537 shares; 2025Q4: 97,554 shares; 2026Q1: 88,585 shares; 2026Q2: 86,247 shares 86,247 $12.8M 0.09% -2,338 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,315 shares; 2024Q4: 60,017 shares; 2025Q1: 171,344 shares; 2025Q2: 175,966 shares; 2025Q3: 186,411 shares; 2025Q4: 186,471 shares; 2026Q1: 170,506 shares; 2026Q2: 176,450 shares 176,450 $12.7M 0.09% +5,944 Timeline INFL 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: 103,748 shares; 2024Q4: 95,071 shares; 2025Q1: 99,444 shares; 2025Q2: 199,321 shares; 2025Q3: 205,102 shares; 2025Q4: 212,696 shares; 2026Q1: 223,258 shares; 2026Q2: 253,900 shares 253,900 $12.7M 0.09% +30,642 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 99,794 shares; 2025Q1: 112,516 shares; 2025Q2: 123,495 shares; 2025Q3: 142,215 shares; 2025Q4: 142,813 shares; 2026Q1: 144,273 shares; 2026Q2: 145,145 shares 145,145 $12.6M 0.09% +872 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 215,211 shares; 2025Q1: 209,356 shares; 2025Q2: 217,674 shares; 2025Q3: 217,760 shares; 2025Q4: 225,838 shares; 2026Q1: 227,074 shares; 2026Q2: 225,882 shares 225,882 $12.3M 0.09% -1,192 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,050 shares; 2024Q4: 95,109 shares; 2025Q1: 111,554 shares; 2025Q2: 127,836 shares; 2025Q3: 129,826 shares; 2025Q4: 144,396 shares; 2026Q1: 139,677 shares; 2026Q2: 162,707 shares 162,707 $12.3M 0.09% +23,030 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,237 shares; 2024Q4: 134,178 shares; 2025Q1: 151,975 shares; 2025Q2: 166,677 shares; 2025Q3: 191,953 shares; 2025Q4: 192,793 shares; 2026Q1: 194,748 shares; 2026Q2: 195,914 shares 195,914 $12.3M 0.09% +1,166 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,547 shares; 2024Q4: 63,226 shares; 2025Q1: 69,797 shares; 2025Q2: 75,636 shares; 2025Q3: 85,583 shares; 2025Q4: 85,898 shares; 2026Q1: 76,521 shares; 2026Q2: 77,071 shares 77,071 $12.3M 0.09% +550 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,732 shares; 2024Q4: 5,348 shares; 2025Q1: 2,762 shares; 2025Q2: 2,802 shares; 2025Q3: 6,915 shares; 2025Q4: 7,953 shares; 2026Q1: 7,743 shares; 2026Q2: 28,206 shares 28,206 $12.2M 0.09% +20,463 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,296 shares; 2024Q4: 4,509 shares; 2025Q1: 44,952 shares; 2025Q2: 48,847 shares; 2025Q3: 52,148 shares; 2025Q4: 54,276 shares; 2026Q1: 52,419 shares; 2026Q2: 53,550 shares 53,550 $12.2M 0.09% +1,131 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,380 shares; 2024Q4: 256,916 shares; 2025Q1: 262,579 shares; 2025Q2: 236,095 shares; 2025Q3: 242,042 shares; 2025Q4: 240,993 shares; 2026Q1: 247,395 shares; 2026Q2: 250,144 shares 250,144 $11.9M 0.09% +2,749 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: 472,482 shares; 2024Q4: 649,775 shares; 2025Q1: 706,563 shares; 2025Q2: 710,397 shares; 2025Q3: 227,608 shares; 2025Q4: 219,731 shares; 2026Q1: 204,628 shares; 2026Q2: 207,329 shares 207,329 $11.8M 0.09% +2,701 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: 1,750 shares; 2025Q4: 2,634 shares; 2026Q1: 18,515 shares; 2026Q2: 18,248 shares 18,248 $11.7M 0.09% -267 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,314 shares; 2025Q1: not reported; 2025Q2: 47,759 shares; 2025Q3: 48,474 shares; 2025Q4: 2,997 shares; 2026Q1: 4,455 shares; 2026Q2: 38,863 shares 38,863 $11.6M 0.08% +34,408 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: 129,531 shares; 2024Q4: 172,761 shares; 2025Q1: 161,529 shares; 2025Q2: 169,056 shares; 2025Q3: 166,469 shares; 2025Q4: 170,441 shares; 2026Q1: 161,380 shares; 2026Q2: 127,504 shares 127,504 $11.6M 0.08% -33,876 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: 69,250 shares; 2024Q4: 82,553 shares; 2025Q1: 91,309 shares; 2025Q2: 95,412 shares; 2025Q3: 99,044 shares; 2025Q4: 101,541 shares; 2026Q1: 28,316 shares; 2026Q2: 29,074 shares 29,074 $11.5M 0.08% +758 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,322 shares; 2024Q4: 116,229 shares; 2025Q1: 159,303 shares; 2025Q2: 174,407 shares; 2025Q3: 200,427 shares; 2025Q4: 201,264 shares; 2026Q1: 203,311 shares; 2026Q2: 204,552 shares 204,552 $11.5M 0.08% +1,241 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,090 shares; 2024Q4: 193,799 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 48,818 shares; 2025Q4: 56,786 shares; 2026Q1: 177,357 shares; 2026Q2: 174,713 shares 174,713 $11.5M 0.08% -2,644 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: 75,995 shares; 2024Q4: 250,230 shares; 2025Q1: 271,755 shares; 2025Q2: 131,118 shares; 2025Q3: 127,316 shares; 2025Q4: 138,315 shares; 2026Q1: 133,384 shares; 2026Q2: 138,156 shares 138,156 $11.4M 0.08% +4,772 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,052 shares; 2024Q4: 30,227 shares; 2025Q1: 28,006 shares; 2025Q2: 27,945 shares; 2025Q3: 28,026 shares; 2025Q4: 28,073 shares; 2026Q1: 26,854 shares; 2026Q2: 27,922 shares 27,922 $11.4M 0.08% +1,068 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,502 shares; 2024Q4: 38,532 shares; 2025Q1: 43,466 shares; 2025Q2: 47,637 shares; 2025Q3: 54,849 shares; 2025Q4: 55,089 shares; 2026Q1: 55,643 shares; 2026Q2: 56,034 shares 56,034 $11.3M 0.08% +391 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: 95,858 shares; 2024Q4: 108,285 shares; 2025Q1: 141,262 shares; 2025Q2: 186,611 shares; 2025Q3: 202,620 shares; 2025Q4: 208,280 shares; 2026Q1: 243,282 shares; 2026Q2: 237,034 shares 237,034 $11.2M 0.08% -6,248 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,437 shares; 2024Q4: 265,393 shares; 2025Q1: 299,406 shares; 2025Q2: 328,451 shares; 2025Q3: 378,467 shares; 2025Q4: 380,117 shares; 2026Q1: 383,944 shares; 2026Q2: 386,554 shares 386,554 $11M 0.08% +2,610 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: 842 shares; 2024Q4: 891 shares; 2025Q1: 911 shares; 2025Q2: 961 shares; 2025Q3: 887 shares; 2025Q4: 10,770 shares; 2026Q1: 10,285 shares; 2026Q2: 10,564 shares 10,564 $11M 0.08% +279 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,629 shares; 2024Q4: 282,404 shares; 2025Q1: 318,381 shares; 2025Q2: 349,482 shares; 2025Q3: 402,664 shares; 2025Q4: 404,427 shares; 2026Q1: 408,568 shares; 2026Q2: 411,047 shares 411,047 $10.9M 0.08% +2,479 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,738 shares; 2026Q2: 11,237 shares 11,237 $10.8M 0.08% +1,499 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,683 shares; 2024Q4: 84,067 shares; 2025Q1: 94,781 shares; 2025Q2: 104,017 shares; 2025Q3: 119,814 shares; 2025Q4: 120,342 shares; 2026Q1: 121,570 shares; 2026Q2: 122,326 shares 122,326 $10.8M 0.08% +756 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: 259,229 shares; 2024Q4: 266,035 shares; 2025Q1: 261,671 shares; 2025Q2: 257,995 shares; 2025Q3: 263,208 shares; 2025Q4: 258,458 shares; 2026Q1: 262,545 shares; 2026Q2: 266,905 shares 266,905 $10.7M 0.08% +4,360 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 20,567 shares; 2026Q1: 374,883 shares; 2026Q2: 363,384 shares 363,384 $10.7M 0.08% -11,499 Timeline MTRN MATERION CORP More: the full row for MATERION 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: 35,624 shares; 2026Q2: 35,821 shares 35,821 $10.7M 0.08% +197 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: 20,384 shares; 2024Q4: 48,385 shares; 2025Q1: 55,354 shares; 2025Q2: 56,267 shares; 2025Q3: 49,279 shares; 2025Q4: 116,192 shares; 2026Q1: 108,323 shares; 2026Q2: 109,800 shares 109,800 $10.6M 0.08% +1,477 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,782 shares; 2024Q4: 9,946 shares; 2025Q1: 10,042 shares; 2025Q2: 210,443 shares; 2025Q3: 241,178 shares; 2025Q4: 285,855 shares; 2026Q1: 360,327 shares; 2026Q2: 393,772 shares 393,772 $10.4M 0.08% +33,445 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,398 shares; 2025Q2: 114,619 shares; 2025Q3: 132,293 shares; 2025Q4: 132,800 shares; 2026Q1: 134,004 shares; 2026Q2: 134,822 shares 134,822 $10.4M 0.08% +818 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,742 shares; 2024Q4: 46,434 shares; 2025Q1: 52,242 shares; 2025Q2: 57,027 shares; 2025Q3: 65,537 shares; 2025Q4: 65,822 shares; 2026Q1: 66,522 shares; 2026Q2: 66,892 shares 66,892 $10.4M 0.08% +370 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: 7,811 shares; 2024Q4: 9,543 shares; 2025Q1: 10,495 shares; 2025Q2: 9,881 shares; 2025Q3: 39,562 shares; 2025Q4: 47,299 shares; 2026Q1: 44,972 shares; 2026Q2: 30,305 shares 30,305 $10.3M 0.07% -14,667 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,631 shares; 2024Q4: 233,323 shares; 2025Q1: 262,964 shares; 2025Q2: 288,630 shares; 2025Q3: 332,420 shares; 2025Q4: 333,889 shares; 2026Q1: 337,304 shares; 2026Q2: 339,369 shares 339,369 $10.1M 0.07% +2,065 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: 129,878 shares; 2024Q4: 193,746 shares; 2025Q1: 179,778 shares; 2025Q2: 196,622 shares; 2025Q3: 195,377 shares; 2025Q4: 210,179 shares; 2026Q1: 184,876 shares; 2026Q2: 200,043 shares 200,043 $10.1M 0.07% +15,167 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: 108,012 shares; 2024Q4: 123,270 shares; 2025Q1: 136,883 shares; 2025Q2: 184,699 shares; 2025Q3: 175,261 shares; 2025Q4: 491,482 shares; 2026Q1: 471,398 shares; 2026Q2: 485,094 shares 485,094 $10M 0.07% +13,696 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,789 shares; 2025Q4: 65,396 shares; 2026Q1: 76,629 shares; 2026Q2: 85,693 shares 85,693 $10M 0.07% +9,064 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: 10,871 shares; 2025Q1: 12,470 shares; 2025Q2: 15,231 shares; 2025Q3: 14,663 shares; 2025Q4: 14,909 shares; 2026Q1: 57,718 shares; 2026Q2: 58,889 shares 58,889 $10M 0.07% +1,171 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: 7,696 shares; 2024Q4: 8,516 shares; 2025Q1: 7,569 shares; 2025Q2: 7,930 shares; 2025Q3: 7,984 shares; 2025Q4: 8,917 shares; 2026Q1: 36,896 shares; 2026Q2: 38,505 shares 38,505 $9.84M 0.07% +1,609 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: 46,390 shares; 2024Q4: 86,503 shares; 2025Q1: 86,518 shares; 2025Q2: 87,546 shares; 2025Q3: 77,946 shares; 2025Q4: 67,931 shares; 2026Q1: 225,556 shares; 2026Q2: 231,582 shares 231,582 $9.81M 0.07% +6,026 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80,117 shares; 2025Q1: 90,364 shares; 2025Q2: 99,136 shares; 2025Q3: 114,177 shares; 2025Q4: 114,660 shares; 2026Q1: 115,836 shares; 2026Q2: 116,537 shares 116,537 $9.8M 0.07% +701 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: 3,381 shares; 2024Q4: 194,810 shares; 2025Q1: 2,805 shares; 2025Q2: 3,164 shares; 2025Q3: 3,033 shares; 2025Q4: 36,563 shares; 2026Q1: 165,898 shares; 2026Q2: 166,066 shares 166,066 $9.78M 0.07% +168 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,320 shares; 2024Q4: 76,336 shares; 2025Q1: 76,272 shares; 2025Q2: 76,142 shares; 2025Q3: 75,739 shares; 2025Q4: 76,234 shares; 2026Q1: 68,493 shares; 2026Q2: 67,411 shares 67,411 $9.74M 0.07% -1,082 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 50,300 shares; 2026Q1: 63,633 shares; 2026Q2: 64,018 shares 64,018 $9.69M 0.07% +385 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,601 shares; 2024Q4: 32,140 shares; 2025Q1: 37,927 shares; 2025Q2: 41,024 shares; 2025Q3: 41,820 shares; 2025Q4: 42,758 shares; 2026Q1: 27,360 shares; 2026Q2: 28,046 shares 28,046 $9.66M 0.07% +686 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,418 shares; 2024Q4: 107,263 shares; 2025Q1: 120,925 shares; 2025Q2: 132,845 shares; 2025Q3: 153,038 shares; 2025Q4: 153,707 shares; 2026Q1: 155,267 shares; 2026Q2: 156,213 shares 156,213 $9.64M 0.07% +946 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: 143,895 shares; 2024Q4: 187,721 shares; 2025Q1: 69,703 shares; 2025Q2: 80,815 shares; 2025Q3: 87,968 shares; 2025Q4: 94,976 shares; 2026Q1: 147,471 shares; 2026Q2: 152,570 shares 152,570 $9.6M 0.07% +5,099 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: 8,146 shares; 2024Q4: 11,994 shares; 2025Q1: 7,412 shares; 2025Q2: 7,935 shares; 2025Q3: 8,866 shares; 2025Q4: 8,795 shares; 2026Q1: 43,720 shares; 2026Q2: 44,225 shares 44,225 $9.57M 0.07% +505 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: 8,263 shares; 2024Q4: 18,301 shares; 2025Q1: 18,675 shares; 2025Q2: 22,554 shares; 2025Q3: 77,080 shares; 2025Q4: 79,782 shares; 2026Q1: 75,380 shares; 2026Q2: 74,929 shares 74,929 $9.47M 0.07% -451 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,891 shares; 2024Q4: 64,258 shares; 2025Q1: 71,974 shares; 2025Q2: 78,639 shares; 2025Q3: 106,423 shares; 2025Q4: 121,990 shares; 2026Q1: 123,572 shares; 2026Q2: 124,573 shares 124,573 $9.46M 0.07% +1,001 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,474 shares; 2024Q4: 200,419 shares; 2025Q1: 191,241 shares; 2025Q2: 193,994 shares; 2025Q3: 199,838 shares; 2025Q4: 212,809 shares; 2026Q1: 207,864 shares; 2026Q2: 223,625 shares 223,625 $9.35M 0.07% +15,761 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: 14,078 shares; 2024Q4: 22,800 shares; 2025Q1: 22,647 shares; 2025Q2: 23,631 shares; 2025Q3: 22,695 shares; 2025Q4: 22,486 shares; 2026Q1: 21,385 shares; 2026Q2: 25,263 shares 25,263 $9.31M 0.07% +3,878 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,372 shares; 2024Q4: 52,909 shares; 2025Q1: 46,278 shares; 2025Q2: 45,820 shares; 2025Q3: 45,684 shares; 2025Q4: 45,253 shares; 2026Q1: 45,414 shares; 2026Q2: 45,892 shares 45,892 $9.17M 0.07% +478 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,592 shares; 2025Q1: 149,885 shares; 2025Q2: 157,370 shares; 2025Q3: 160,317 shares; 2025Q4: 165,830 shares; 2026Q1: 94,568 shares; 2026Q2: 97,757 shares 97,757 $9.13M 0.07% +3,189 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: 10,728 shares; 2024Q4: 13,144 shares; 2025Q1: 14,768 shares; 2025Q2: 14,330 shares; 2025Q3: 14,922 shares; 2025Q4: 16,187 shares; 2026Q1: 96,426 shares; 2026Q2: 98,727 shares 98,727 $9.11M 0.07% +2,301 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: 21,443 shares; 2024Q4: 29,113 shares; 2025Q1: 32,871 shares; 2025Q2: 35,226 shares; 2025Q3: 35,479 shares; 2025Q4: 13,522 shares; 2026Q1: 39,792 shares; 2026Q2: 40,651 shares 40,651 $9.1M 0.07% +859 Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,801 shares; 2024Q4: 1,801 shares; 2025Q1: 1,801 shares; 2025Q2: 205,260 shares; 2025Q3: 208,590 shares; 2025Q4: 249,521 shares; 2026Q1: 254,599 shares; 2026Q2: 257,595 shares 257,595 $9.06M 0.07% +2,996 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,101 shares; 2024Q4: 114,730 shares; 2025Q1: 112,365 shares; 2025Q2: 112,896 shares; 2025Q3: 109,162 shares; 2025Q4: 105,899 shares; 2026Q1: 99,327 shares; 2026Q2: 87,690 shares 87,690 $9.05M 0.07% -11,637 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,723 shares; 2024Q4: 46,058 shares; 2025Q1: 51,901 shares; 2025Q2: 56,909 shares; 2025Q3: 65,603 shares; 2025Q4: 65,889 shares; 2026Q1: 66,579 shares; 2026Q2: 66,982 shares 66,982 $8.98M 0.07% +403 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,293 shares; 2024Q4: 3,633 shares; 2025Q1: 43,665 shares; 2025Q2: 56,888 shares; 2025Q3: 31,820 shares; 2025Q4: 32,629 shares; 2026Q1: 9,730 shares; 2026Q2: 22,818 shares 22,818 $8.82M 0.06% +13,088 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,517 shares; 2024Q4: 54,254 shares; 2025Q1: 60,642 shares; 2025Q2: 67,727 shares; 2025Q3: 68,916 shares; 2025Q4: 71,943 shares; 2026Q1: 73,946 shares; 2026Q2: 74,006 shares 74,006 $8.82M 0.06% +60 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: 99,660 shares; 2024Q4: 223,203 shares; 2025Q1: 195,590 shares; 2025Q2: 193,445 shares; 2025Q3: 163,146 shares; 2025Q4: 152,204 shares; 2026Q1: 358,846 shares; 2026Q2: 365,411 shares 365,411 $8.8M 0.06% +6,565 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: 53,861 shares; 2024Q4: 65,547 shares; 2025Q1: 11,700 shares; 2025Q2: 11,294 shares; 2025Q3: 10,520 shares; 2025Q4: 9,010 shares; 2026Q1: 17,059 shares; 2026Q2: 17,201 shares 17,201 $8.76M 0.06% +142 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: 8,005 shares; 2024Q4: 17,957 shares; 2025Q1: 95,110 shares; 2025Q2: 28,563 shares; 2025Q3: 31,849 shares; 2025Q4: 34,575 shares; 2026Q1: 31,504 shares; 2026Q2: 32,217 shares 32,217 $8.76M 0.06% +713 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: 38,707 shares 38,707 $8.67M 0.06% new 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: 32,477 shares; 2024Q4: 36,650 shares; 2025Q1: 41,734 shares; 2025Q2: 37,448 shares; 2025Q3: 40,087 shares; 2025Q4: 20,092 shares; 2026Q1: 20,039 shares; 2026Q2: 20,595 shares 20,595 $8.55M 0.06% +556 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL 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: 78,514 shares; 2025Q4: 78,878 shares; 2026Q1: 79,715 shares; 2026Q2: 80,195 shares 80,195 $8.55M 0.06% +480 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: 3,948 shares; 2024Q4: 6,735 shares; 2025Q1: 6,516 shares; 2025Q2: 7,939 shares; 2025Q3: 8,315 shares; 2025Q4: 24,992 shares; 2026Q1: 24,164 shares; 2026Q2: 24,844 shares 24,844 $8.47M 0.06% +680 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,221 shares; 2024Q4: 174,422 shares; 2025Q1: 134,227 shares; 2025Q2: 328,267 shares; 2025Q3: 107,706 shares; 2025Q4: 198,690 shares; 2026Q1: 105,038 shares; 2026Q2: 101,922 shares 101,922 $8.37M 0.06% -3,116 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,008 shares; 2024Q4: 136,822 shares; 2025Q1: 173,320 shares; 2025Q2: 189,563 shares; 2025Q3: 219,482 shares; 2025Q4: 220,471 shares; 2026Q1: 221,807 shares; 2026Q2: 222,753 shares 222,753 $8.28M 0.06% +946 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,648 shares; 2025Q2: 135,675 shares; 2025Q3: 156,289 shares; 2025Q4: 157,098 shares; 2026Q1: 158,596 shares; 2026Q2: 159,512 shares 159,512 $8.23M 0.06% +916 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: 27,891 shares; 2024Q4: 106,879 shares; 2025Q1: 118,219 shares; 2025Q2: 112,784 shares; 2025Q3: 109,528 shares; 2025Q4: 103,571 shares; 2026Q1: 101,225 shares; 2026Q2: 106,058 shares 106,058 $8.18M 0.06% +4,833 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: 7,587 shares; 2024Q4: 25,729 shares; 2025Q1: 39,321 shares; 2025Q2: 42,260 shares; 2025Q3: 44,868 shares; 2025Q4: 48,180 shares; 2026Q1: 48,204 shares; 2026Q2: 48,354 shares 48,354 $8.17M 0.06% +150 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,425 shares; 2024Q4: 56,285 shares; 2025Q1: 63,642 shares; 2025Q2: 70,051 shares; 2025Q3: 70,346 shares; 2025Q4: 70,627 shares; 2026Q1: 70,851 shares; 2026Q2: 71,287 shares 71,287 $8.15M 0.06% +436 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,570 shares; 2024Q4: 44,728 shares; 2025Q1: 50,577 shares; 2025Q2: 55,409 shares; 2025Q3: 63,238 shares; 2025Q4: 63,484 shares; 2026Q1: 64,138 shares; 2026Q2: 64,719 shares 64,719 $8.1M 0.06% +581 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: 36,306 shares 36,306 $8.03M 0.06% new 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: 72,141 shares; 2024Q4: 71,322 shares; 2025Q1: 71,266 shares; 2025Q2: 71,797 shares; 2025Q3: 71,226 shares; 2025Q4: 71,210 shares; 2026Q1: 71,143 shares; 2026Q2: 72,602 shares 72,602 $8.01M 0.06% +1,459 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,086 shares; 2026Q2: 61,453 shares 61,453 $7.9M 0.06% +367 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: 4,015 shares; 2024Q4: 4,087 shares; 2025Q1: 4,455 shares; 2025Q2: 5,048 shares; 2025Q3: 5,438 shares; 2025Q4: 10,954 shares; 2026Q1: 10,316 shares; 2026Q2: 10,417 shares 10,417 $7.87M 0.06% +101 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,532 shares 64,532 $7.84M 0.06% new Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,347 shares; 2024Q4: 17,474 shares; 2025Q1: 19,642 shares; 2025Q2: 21,520 shares; 2025Q3: 24,737 shares; 2025Q4: 24,842 shares; 2026Q1: 25,119 shares; 2026Q2: 25,273 shares 25,273 $7.76M 0.06% +154 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: 21,738 shares; 2024Q4: 287,206 shares; 2025Q1: 311,859 shares; 2025Q2: 65,551 shares; 2025Q3: 61,474 shares; 2025Q4: 65,893 shares; 2026Q1: 143,031 shares; 2026Q2: 134,318 shares 134,318 $7.74M 0.06% -8,713 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,257 shares; 2024Q4: 250,146 shares; 2025Q1: 250,418 shares; 2025Q2: 240,841 shares; 2025Q3: 233,312 shares; 2025Q4: 242,210 shares; 2026Q1: 227,934 shares; 2026Q2: 226,737 shares 226,737 $7.67M 0.06% -1,197 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: 15,128 shares; 2024Q4: 158,305 shares; 2025Q1: 162,619 shares; 2025Q2: 145,232 shares; 2025Q3: 141,333 shares; 2025Q4: 118,243 shares; 2026Q1: 129,841 shares; 2026Q2: 145,413 shares 145,413 $7.62M 0.06% +15,572 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,741 shares; 2024Q4: 33,918 shares; 2025Q1: 38,950 shares; 2025Q2: 42,634 shares; 2025Q3: 68,727 shares; 2025Q4: 69,434 shares; 2026Q1: 70,360 shares; 2026Q2: 70,775 shares 70,775 $7.59M 0.06% +415 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,197 shares 67,197 $7.58M 0.06% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,896 shares; 2024Q4: 169,699 shares; 2025Q1: 160,223 shares; 2025Q2: 165,093 shares; 2025Q3: 169,130 shares; 2025Q4: 168,290 shares; 2026Q1: 158,751 shares; 2026Q2: 141,938 shares 141,938 $7.51M 0.05% -16,813 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: 17,094 shares; 2024Q4: 20,685 shares; 2025Q1: 21,721 shares; 2025Q2: 22,289 shares; 2025Q3: 22,733 shares; 2025Q4: 23,741 shares; 2026Q1: 21,756 shares; 2026Q2: 24,586 shares 24,586 $7.45M 0.05% +2,830 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,314 shares; 2024Q4: 28,373 shares; 2025Q1: 30,921 shares; 2025Q2: 33,566 shares; 2025Q3: 34,606 shares; 2025Q4: 35,084 shares; 2026Q1: 33,725 shares; 2026Q2: 23,090 shares 23,090 $7.35M 0.05% -10,635 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: 8,279 shares; 2024Q4: 17,690 shares; 2025Q1: 21,986 shares; 2025Q2: 26,252 shares; 2025Q3: 26,681 shares; 2025Q4: 24,582 shares; 2026Q1: 79,754 shares; 2026Q2: 79,780 shares 79,780 $7.31M 0.05% +26 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: 40,290 shares; 2024Q4: 43,046 shares; 2025Q1: 40,967 shares; 2025Q2: 40,940 shares; 2025Q3: 41,224 shares; 2025Q4: 40,915 shares; 2026Q1: 39,813 shares; 2026Q2: 44,554 shares 44,554 $7.29M 0.05% +4,741 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: 5,426 shares; 2024Q4: 5,665 shares; 2025Q1: 5,792 shares; 2025Q2: 9,887 shares; 2025Q3: 8,930 shares; 2025Q4: 38,506 shares; 2026Q1: 35,323 shares; 2026Q2: 36,298 shares 36,298 $7.28M 0.05% +975 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,319 shares; 2024Q4: 223,250 shares; 2025Q1: 223,321 shares; 2025Q2: 223,472 shares; 2025Q3: 223,542 shares; 2025Q4: 223,637 shares; 2026Q1: 224,371 shares; 2026Q2: 224,249 shares 224,249 $7.27M 0.05% -122 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: 19,986 shares; 2024Q4: 22,169 shares; 2025Q1: 22,112 shares; 2025Q2: 22,130 shares; 2025Q3: 24,531 shares; 2025Q4: 117,814 shares; 2026Q1: 22,930 shares; 2026Q2: 24,123 shares 24,123 $7.25M 0.05% +1,193 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: 9,416 shares; 2024Q4: 11,592 shares; 2025Q1: 13,494 shares; 2025Q2: 15,605 shares; 2025Q3: 15,508 shares; 2025Q4: 15,370 shares; 2026Q1: 31,293 shares; 2026Q2: 32,401 shares 32,401 $7.22M 0.05% +1,108 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS 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: 142,364 shares 142,364 $7.19M 0.05% new 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: 179,991 shares; 2024Q4: 41,220 shares; 2025Q1: 48,862 shares; 2025Q2: 218,182 shares; 2025Q3: 219,714 shares; 2025Q4: 214,492 shares; 2026Q1: 121,523 shares; 2026Q2: 124,256 shares 124,256 $7.19M 0.05% +2,733 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: 12,078 shares; 2024Q4: 12,010 shares; 2025Q1: 12,422 shares; 2025Q2: 16,235 shares; 2025Q3: 14,814 shares; 2025Q4: 15,060 shares; 2026Q1: 65,442 shares; 2026Q2: 69,219 shares 69,219 $7.16M 0.05% +3,777 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,679 shares; 2024Q4: 75,500 shares; 2025Q1: 85,085 shares; 2025Q2: 93,333 shares; 2025Q3: 107,464 shares; 2025Q4: 107,935 shares; 2026Q1: 109,054 shares; 2026Q2: 109,750 shares 109,750 $7.11M 0.05% +696 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,922 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,444 shares; 2025Q4: 2,141 shares; 2026Q1: 2,650 shares; 2026Q2: 21,161 shares 21,161 $7.09M 0.05% +18,511 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,894 shares; 2026Q2: 48,196 shares 48,196 $7.07M 0.05% +302 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,050 shares; 2024Q4: 63,990 shares; 2025Q1: 63,411 shares; 2025Q2: 63,303 shares; 2025Q3: 61,792 shares; 2025Q4: 61,513 shares; 2026Q1: 61,158 shares; 2026Q2: 60,344 shares 60,344 $7.06M 0.05% -814 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,188 shares; 2024Q4: 4,820 shares; 2025Q1: 5,919 shares; 2025Q2: 6,985 shares; 2025Q3: 6,570 shares; 2025Q4: 7,323 shares; 2026Q1: 7,085 shares; 2026Q2: 21,390 shares 21,390 $7.06M 0.05% +14,305 Timeline KOMP 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: 77,184 shares; 2024Q4: 81,245 shares; 2025Q1: 85,200 shares; 2025Q2: 92,470 shares; 2025Q3: 95,090 shares; 2025Q4: 99,277 shares; 2026Q1: 100,466 shares; 2026Q2: 98,434 shares 98,434 $7.04M 0.05% -2,032 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,396 shares; 2024Q4: 106,659 shares; 2025Q1: 101,853 shares; 2025Q2: 89,597 shares; 2025Q3: 87,997 shares; 2025Q4: 90,637 shares; 2026Q1: 91,434 shares; 2026Q2: 91,636 shares 91,636 $7.03M 0.05% +202 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,790 shares; 2024Q4: 9,149 shares; 2025Q1: 12,579 shares; 2025Q2: 8,672 shares; 2025Q3: 8,309 shares; 2025Q4: 20,884 shares; 2026Q1: 22,039 shares; 2026Q2: 22,357 shares 22,357 $7M 0.05% +318 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 130,722 shares; 2025Q1: 258,349 shares; 2025Q2: 278,549 shares; 2025Q3: 299,060 shares; 2025Q4: 290,515 shares; 2026Q1: 282,060 shares; 2026Q2: 277,115 shares 277,115 $6.99M 0.05% -4,945 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: 33,486 shares; 2024Q4: 54,268 shares; 2025Q1: 50,499 shares; 2025Q2: 49,740 shares; 2025Q3: 50,214 shares; 2025Q4: 48,759 shares; 2026Q1: 51,363 shares; 2026Q2: 67,200 shares 67,200 $6.98M 0.05% +15,837 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,170 shares; 2024Q4: 125,603 shares; 2025Q1: 17,301 shares; 2025Q2: 143,750 shares; 2025Q3: 149,870 shares; 2025Q4: 153,945 shares; 2026Q1: 145,305 shares; 2026Q2: 148,008 shares 148,008 $6.88M 0.05% +2,703 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: 18,716 shares; 2024Q4: 22,168 shares; 2025Q1: 24,240 shares; 2025Q2: 13,887 shares; 2025Q3: 15,755 shares; 2025Q4: 16,442 shares; 2026Q1: 14,644 shares; 2026Q2: 13,787 shares 13,787 $6.85M 0.05% -857 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: 46,185 shares; 2024Q4: 51,074 shares; 2025Q1: 53,598 shares; 2025Q2: 51,858 shares; 2025Q3: 49,610 shares; 2025Q4: 50,910 shares; 2026Q1: 44,147 shares; 2026Q2: 49,682 shares 49,682 $6.83M 0.05% +5,535 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: 2,657 shares; 2024Q4: 12,518 shares; 2025Q1: 14,312 shares; 2025Q2: 17,008 shares; 2025Q3: 14,328 shares; 2025Q4: 14,284 shares; 2026Q1: 23,337 shares; 2026Q2: 23,512 shares 23,512 $6.83M 0.05% +175 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,387 shares; 2024Q4: 71,817 shares; 2025Q1: 74,687 shares; 2025Q2: 76,654 shares; 2025Q3: 78,374 shares; 2025Q4: 86,793 shares; 2026Q1: 85,838 shares; 2026Q2: 85,953 shares 85,953 $6.83M 0.05% +115 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: 8,917 shares; 2024Q4: 13,292 shares; 2025Q1: 48,821 shares; 2025Q2: 15,807 shares; 2025Q3: 45,230 shares; 2025Q4: 58,295 shares; 2026Q1: 48,934 shares; 2026Q2: 43,060 shares 43,060 $6.75M 0.05% -5,874 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 4,587 shares; 2025Q4: 8,265 shares; 2026Q1: 8,214 shares; 2026Q2: 67,226 shares 67,226 $6.74M 0.05% +59,012 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: 20,283 shares; 2024Q4: 28,213 shares; 2025Q1: 43,740 shares; 2025Q2: 60,794 shares; 2025Q3: 69,226 shares; 2025Q4: 74,477 shares; 2026Q1: 84,094 shares; 2026Q2: 99,737 shares 99,737 $6.74M 0.05% +15,643 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: 56,097 shares; 2024Q4: 89,751 shares; 2025Q1: 75,643 shares; 2025Q2: 75,224 shares; 2025Q3: 76,529 shares; 2025Q4: 77,958 shares; 2026Q1: 70,042 shares; 2026Q2: 69,675 shares 69,675 $6.72M 0.05% -367 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,199 shares; 2024Q4: 19,681 shares; 2025Q1: 48,359 shares; 2025Q2: 60,710 shares; 2025Q3: 65,077 shares; 2025Q4: 71,639 shares; 2026Q1: 70,414 shares; 2026Q2: 72,112 shares 72,112 $6.69M 0.05% +1,698 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376,784 shares; 2024Q4: 461,868 shares; 2025Q1: 520,624 shares; 2025Q2: 571,099 shares; 2025Q3: 658,015 shares; 2025Q4: 660,814 shares; 2026Q1: 667,579 shares; 2026Q2: 671,739 shares 671,739 $6.68M 0.05% +4,160 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: 47,665 shares; 2024Q4: 400,083 shares; 2025Q1: 97,492 shares; 2025Q2: 104,617 shares; 2025Q3: 102,219 shares; 2025Q4: 100,132 shares; 2026Q1: 78,367 shares; 2026Q2: 82,002 shares 82,002 $6.66M 0.05% +3,635 Timeline BXDC BLACKSTONE DIGITAL INFRASTRU More: the full row for BLACKSTONE DIGITAL INFRASTRU Quarterly shares; oldest to newest; scale is this 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: 306,975 shares 306,975 $6.64M 0.05% new 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: 334 shares; 2024Q4: 404 shares; 2025Q1: 278 shares; 2025Q2: 338 shares; 2025Q3: 330 shares; 2025Q4: 346 shares; 2026Q1: 1,462 shares; 2026Q2: 37,022 shares 37,022 $6.6M 0.05% +35,560 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS 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: 152,466 shares; 2026Q2: 153,684 shares 153,684 $6.56M 0.05% +1,218 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,631 shares; 2024Q4: 11,525 shares; 2025Q1: 11,950 shares; 2025Q2: 12,252 shares; 2025Q3: 12,507 shares; 2025Q4: 14,016 shares; 2026Q1: 10,254 shares; 2026Q2: 69,671 shares 69,671 $6.53M 0.05% +59,417 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: 13,185 shares; 2024Q4: 18,356 shares; 2025Q1: 31,674 shares; 2025Q2: 41,850 shares; 2025Q3: 46,869 shares; 2025Q4: 46,321 shares; 2026Q1: 62,181 shares; 2026Q2: 63,301 shares 63,301 $6.47M 0.05% +1,120 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,063 shares; 2024Q4: 165,675 shares; 2025Q1: 158,397 shares; 2025Q2: 153,074 shares; 2025Q3: 130,305 shares; 2025Q4: 166,353 shares; 2026Q1: 131,763 shares; 2026Q2: 125,043 shares 125,043 $6.38M 0.05% -6,720 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: 10,987 shares; 2024Q4: 12,247 shares; 2025Q1: 1,006 shares; 2025Q2: 1,000 shares; 2025Q3: 12,914 shares; 2025Q4: 13,926 shares; 2026Q1: 12,473 shares; 2026Q2: 73,560 shares 73,560 $6.34M 0.05% +61,087 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,918 shares; 2024Q4: 202,050 shares; 2025Q1: 199,075 shares; 2025Q2: 160,024 shares; 2025Q3: 141,683 shares; 2025Q4: 131,598 shares; 2026Q1: 131,157 shares; 2026Q2: 127,971 shares 127,971 $6.32M 0.05% -3,186 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,810 shares; 2024Q4: 339,750 shares; 2025Q1: 346,098 shares; 2025Q2: 385,467 shares; 2025Q3: 402,467 shares; 2025Q4: 500,752 shares; 2026Q1: 529,779 shares; 2026Q2: 638,691 shares 638,691 $6.27M 0.05% +108,912 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: 126,185 shares; 2024Q4: 139,150 shares; 2025Q1: 152,660 shares; 2025Q2: 8,048 shares; 2025Q3: 8,224 shares; 2025Q4: 48,888 shares; 2026Q1: 45,046 shares; 2026Q2: 46,151 shares 46,151 $6.25M 0.05% +1,105 Timeline XMAR 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: 261,009 shares; 2024Q4: 162,300 shares; 2025Q1: 160,550 shares; 2025Q2: 158,247 shares; 2025Q3: 155,113 shares; 2025Q4: 151,743 shares; 2026Q1: 149,482 shares; 2026Q2: 145,685 shares 145,685 $6.23M 0.05% -3,797 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: 3,560 shares; 2024Q4: 3,936 shares; 2025Q1: 5,089 shares; 2025Q2: 5,206 shares; 2025Q3: 5,358 shares; 2025Q4: 5,498 shares; 2026Q1: 5,997 shares; 2026Q2: 51,957 shares 51,957 $6.21M 0.05% +45,960 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,145 shares; 2025Q3: 105,660 shares; 2025Q4: 126,733 shares; 2026Q1: 137,987 shares; 2026Q2: 135,666 shares 135,666 $6.21M 0.05% -2,321 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,392 shares; 2024Q4: 4,173 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,529 shares; 2026Q2: 80,663 shares 80,663 $6.16M 0.05% +3,134 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: 16,374 shares; 2024Q4: 30,864 shares; 2025Q1: 32,060 shares; 2025Q2: 36,679 shares; 2025Q3: 36,951 shares; 2025Q4: 37,986 shares; 2026Q1: 34,152 shares; 2026Q2: 33,752 shares 33,752 $6.11M 0.04% -400 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: 197,835 shares; 2024Q4: 120,240 shares; 2025Q1: 134,320 shares; 2025Q2: 133,473 shares; 2025Q3: 129,998 shares; 2025Q4: 120,636 shares; 2026Q1: 131,355 shares; 2026Q2: 134,260 shares 134,260 $5.96M 0.04% +2,905 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 266 shares; 2025Q1: 532 shares; 2025Q2: 893 shares; 2025Q3: 1,107 shares; 2025Q4: 1,072 shares; 2026Q1: 3,325 shares; 2026Q2: 1,857 shares 1,857 $5.93M 0.04% -1,468 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: 9,476 shares; 2024Q4: 13,440 shares; 2025Q1: 14,542 shares; 2025Q2: 14,994 shares; 2025Q3: 15,035 shares; 2025Q4: 15,388 shares; 2026Q1: 16,385 shares; 2026Q2: 73,136 shares 73,136 $5.89M 0.04% +56,751 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 247,889 shares; 2026Q1: 412,695 shares; 2026Q2: 450,514 shares 450,514 $5.86M 0.04% +37,819 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,634 shares; 2024Q4: 78,287 shares; 2025Q1: 185,506 shares; 2025Q2: 236,682 shares; 2025Q3: 264,714 shares; 2025Q4: 294,552 shares; 2026Q1: 317,019 shares; 2026Q2: 315,512 shares 315,512 $5.81M 0.04% -1,507 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 182,201 shares; 2025Q1: 160,537 shares; 2025Q2: 128,662 shares; 2025Q3: 126,973 shares; 2025Q4: 126,388 shares; 2026Q1: 123,886 shares; 2026Q2: 123,467 shares 123,467 $5.78M 0.04% -419 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: 26,060 shares; 2024Q4: 60,617 shares; 2025Q1: 55,006 shares; 2025Q2: 1,997,064 shares; 2025Q3: 2,108,714 shares; 2025Q4: 49,629 shares; 2026Q1: 48,007 shares; 2026Q2: 59,851 shares 59,851 $5.78M 0.04% +11,844 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: 649 shares; 2024Q4: 718 shares; 2025Q1: 880 shares; 2025Q2: 877 shares; 2025Q3: 938 shares; 2025Q4: 1,042 shares; 2026Q1: 5,693 shares; 2026Q2: 5,884 shares 5,884 $5.76M 0.04% +191 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,133 shares; 2024Q4: 121,489 shares; 2025Q1: 77,580 shares; 2025Q2: 82,762 shares; 2025Q3: 84,268 shares; 2025Q4: 88,284 shares; 2026Q1: 1,140,697 shares; 2026Q2: 97,751 shares 97,751 $5.69M 0.04% -1,042,946 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,191 shares; 2024Q4: 30,566 shares; 2025Q1: 56,063 shares; 2025Q2: 67,557 shares; 2025Q3: 80,211 shares; 2025Q4: 84,565 shares; 2026Q1: 97,369 shares; 2026Q2: 111,382 shares 111,382 $5.69M 0.04% +14,013 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: 6,516 shares; 2024Q4: 7,078 shares; 2025Q1: 105,903 shares; 2025Q2: 96,068 shares; 2025Q3: 7,574 shares; 2025Q4: 7,974 shares; 2026Q1: 31,202 shares; 2026Q2: 29,809 shares 29,809 $5.68M 0.04% -1,393 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75,488 shares 75,488 $5.67M 0.04% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,889 shares; 2026Q1: 1,279 shares; 2026Q2: 11,483 shares 11,483 $5.63M 0.04% +10,204 Timeline QJUN 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: 191,714 shares; 2024Q4: 183,805 shares; 2025Q1: 181,759 shares; 2025Q2: 177,863 shares; 2025Q3: 174,286 shares; 2025Q4: 173,868 shares; 2026Q1: 169,698 shares; 2026Q2: 165,490 shares 165,490 $5.59M 0.04% -4,208 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: 6,733 shares; 2024Q4: 10,695 shares; 2025Q1: 11,628 shares; 2025Q2: 13,901 shares; 2025Q3: 12,654 shares; 2025Q4: 14,882 shares; 2026Q1: 10,367 shares; 2026Q2: 10,882 shares 10,882 $5.59M 0.04% +515 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: 2,132 shares; 2025Q1: 3,866 shares; 2025Q2: 6,479 shares; 2025Q3: 8,113 shares; 2025Q4: 7,398 shares; 2026Q1: 7,604 shares; 2026Q2: 21,426 shares 21,426 $5.58M 0.04% +13,822 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: 36,968 shares; 2024Q4: 73,546 shares; 2025Q1: 74,940 shares; 2025Q2: 79,392 shares; 2025Q3: 112,780 shares; 2025Q4: 114,208 shares; 2026Q1: 114,751 shares; 2026Q2: 131,866 shares 131,866 $5.57M 0.04% +17,115 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: 3,497 shares; 2024Q4: 3,486 shares; 2025Q1: 3,590 shares; 2025Q2: 3,629 shares; 2025Q3: 3,648 shares; 2025Q4: 3,730 shares; 2026Q1: 14,256 shares; 2026Q2: 14,642 shares 14,642 $5.5M 0.04% +386 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,404 shares; 2024Q4: 34,138 shares; 2025Q1: 39,780 shares; 2025Q2: 36,967 shares; 2025Q3: 34,226 shares; 2025Q4: 32,117 shares; 2026Q1: 32,402 shares; 2026Q2: 30,922 shares 30,922 $5.43M 0.04% -1,480 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: 71,018 shares; 2024Q4: 76,085 shares; 2025Q1: 75,101 shares; 2025Q2: 51,428 shares; 2025Q3: 50,311 shares; 2025Q4: 99,040 shares; 2026Q1: 101,140 shares; 2026Q2: 101,830 shares 101,830 $5.41M 0.04% +690 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,713 shares; 2026Q1: 22,063 shares; 2026Q2: 22,507 shares 22,507 $5.36M 0.04% +444 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: 1,677 shares; 2024Q4: 3,706 shares; 2025Q1: 4,705 shares; 2025Q2: 5,462 shares; 2025Q3: 14,738 shares; 2025Q4: 20,204 shares; 2026Q1: 10,669 shares; 2026Q2: 10,891 shares 10,891 $5.35M 0.04% +222 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,068 shares; 2024Q4: 232,852 shares; 2025Q1: 262,016 shares; 2025Q2: 288,366 shares; 2025Q3: 288,149 shares; 2025Q4: 288,120 shares; 2026Q1: 291,332 shares; 2026Q2: 293,483 shares 293,483 $5.33M 0.04% +2,151 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,796 shares; 2024Q4: 43,526 shares; 2025Q1: 42,520 shares; 2025Q2: 42,460 shares; 2025Q3: 42,488 shares; 2025Q4: 42,411 shares; 2026Q1: 40,334 shares; 2026Q2: 40,057 shares 40,057 $5.32M 0.04% -277 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: 629 shares; 2024Q4: 9,962 shares; 2025Q1: 9,976 shares; 2025Q2: 12,792 shares; 2025Q3: 11,587 shares; 2025Q4: 12,220 shares; 2026Q1: 10,097 shares; 2026Q2: 9,994 shares 9,994 $5.26M 0.04% -103 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,306 shares; 2024Q4: 168,021 shares; 2025Q1: 171,769 shares; 2025Q2: 109,576 shares; 2025Q3: 92,593 shares; 2025Q4: 87,305 shares; 2026Q1: 85,478 shares; 2026Q2: 84,037 shares 84,037 $5.23M 0.04% -1,441 Timeline WINA WINMARK CORP More: the full row for WINMARK 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: 11,989 shares; 2026Q1: 12,103 shares; 2026Q2: 12,181 shares 12,181 $5.15M 0.04% +78 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: 42,096 shares; 2024Q4: 123,326 shares; 2025Q1: 121,718 shares; 2025Q2: 126,244 shares; 2025Q3: 42,893 shares; 2025Q4: 42,004 shares; 2026Q1: 37,069 shares; 2026Q2: 41,278 shares 41,278 $5.14M 0.04% +4,209 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232,706 shares; 2026Q1: 118,076 shares; 2026Q2: 149,717 shares 149,717 $5.13M 0.04% +31,641 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: 1,034 shares; 2024Q4: 1,322 shares; 2025Q1: 1,428 shares; 2025Q2: 1,497 shares; 2025Q3: 1,412 shares; 2025Q4: 1,378 shares; 2026Q1: 14,884 shares; 2026Q2: 15,376 shares 15,376 $5.1M 0.04% +492 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 151,525 shares; 2026Q1: 151,964 shares; 2026Q2: 154,258 shares 154,258 $5.08M 0.04% +2,294 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: 69,197 shares; 2024Q4: 78,618 shares; 2025Q1: 87,296 shares; 2025Q2: 94,685 shares; 2025Q3: 97,766 shares; 2025Q4: 100,882 shares; 2026Q1: 27,594 shares; 2026Q2: 30,292 shares 30,292 $5.05M 0.04% +2,698 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,672 shares; 2024Q4: 33,256 shares; 2025Q1: 37,411 shares; 2025Q2: 41,018 shares; 2025Q3: 47,185 shares; 2025Q4: 47,381 shares; 2026Q1: 47,860 shares; 2026Q2: 48,148 shares 48,148 $5.04M 0.04% +288 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: 5,193 shares; 2024Q4: 6,167 shares; 2025Q1: 6,990 shares; 2025Q2: 7,390 shares; 2025Q3: 7,224 shares; 2025Q4: 7,696 shares; 2026Q1: 33,224 shares; 2026Q2: 34,358 shares 34,358 $5.02M 0.04% +1,134 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: 6,157 shares; 2024Q4: 7,716 shares; 2025Q1: 10,894 shares; 2025Q2: 13,242 shares; 2025Q3: 14,804 shares; 2025Q4: 15,943 shares; 2026Q1: 32,062 shares; 2026Q2: 32,492 shares 32,492 $4.99M 0.04% +430 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 54,035 shares; 2026Q1: 54,570 shares; 2026Q2: 54,807 shares 54,807 $4.92M 0.04% +237 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,340 shares; 2025Q3: 2,580 shares; 2025Q4: 2,569 shares; 2026Q1: 2,644 shares; 2026Q2: 12,360 shares 12,360 $4.88M 0.04% +9,716 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,180 shares; 2025Q4: 13,564 shares; 2026Q1: 116,156 shares; 2026Q2: 120,955 shares 120,955 $4.85M 0.04% +4,799 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: 5,253 shares; 2024Q4: 11,383 shares; 2025Q1: 8,359 shares; 2025Q2: 6,619 shares; 2025Q3: 84,108 shares; 2025Q4: 18,410 shares; 2026Q1: 21,433 shares; 2026Q2: 25,322 shares 25,322 $4.82M 0.04% +3,889 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: 2,527 shares; 2024Q4: 4,286 shares; 2025Q1: 4,318 shares; 2025Q2: 3,543 shares; 2025Q3: 5,227 shares; 2025Q4: 5,473 shares; 2026Q1: 3,732 shares; 2026Q2: 19,388 shares 19,388 $4.82M 0.04% +15,656 Timeline JULB 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: 45,458 shares; 2026Q1: 45,458 shares; 2026Q2: 174,545 shares 174,545 $4.81M 0.04% +129,087 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: not reported; 2025Q1: not reported; 2025Q2: 43,641 shares; 2025Q3: 102,484 shares; 2025Q4: 129,772 shares; 2026Q1: 177,729 shares; 2026Q2: 184,467 shares 184,467 $4.76M 0.03% +6,738 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: 6,037 shares; 2024Q4: 14,160 shares; 2025Q1: 16,301 shares; 2025Q2: 14,853 shares; 2025Q3: 13,498 shares; 2025Q4: 13,833 shares; 2026Q1: 15,606 shares; 2026Q2: 15,006 shares 15,006 $4.72M 0.03% -600 Timeline ISCV 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: 17,329 shares; 2025Q3: 51,082 shares; 2025Q4: 55,773 shares; 2026Q1: 57,300 shares; 2026Q2: 60,183 shares 60,183 $4.71M 0.03% +2,883 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 15,192 shares; 2026Q1: 5,860 shares; 2026Q2: 5,870 shares 5,870 $4.69M 0.03% +10 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,637 shares; 2024Q4: 55,727 shares; 2025Q1: 70,915 shares; 2025Q2: 52,065 shares; 2025Q3: 42,600 shares; 2025Q4: 48,456 shares; 2026Q1: 55,389 shares; 2026Q2: 42,308 shares 42,308 $4.61M 0.03% -13,081 Timeline S&P GLOBAL INC S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,330 shares 11,330 $4.61M 0.03% new 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: 57,657 shares; 2024Q4: 133,573 shares; 2025Q1: 167,442 shares; 2025Q2: 162,134 shares; 2025Q3: 159,798 shares; 2025Q4: 160,169 shares; 2026Q1: 160,079 shares; 2026Q2: 165,789 shares 165,789 $4.59M 0.03% +5,710 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: 638 shares; 2024Q4: 2,143 shares; 2025Q1: 2,455 shares; 2025Q2: 2,682 shares; 2025Q3: 2,272 shares; 2025Q4: 2,197 shares; 2026Q1: 2,176 shares; 2026Q2: 2,302 shares 2,302 $4.58M 0.03% +126 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: 53,479 shares; 2024Q4: 82,318 shares; 2025Q1: 82,086 shares; 2025Q2: 78,704 shares; 2025Q3: 77,991 shares; 2025Q4: 78,550 shares; 2026Q1: 84,885 shares; 2026Q2: 86,056 shares 86,056 $4.54M 0.03% +1,171 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: 431 shares; 2024Q4: 456 shares; 2025Q1: 479 shares; 2025Q2: 7,178 shares; 2025Q3: 7,730 shares; 2025Q4: 8,012 shares; 2026Q1: 3,464 shares; 2026Q2: 49,225 shares 49,225 $4.53M 0.03% +45,761 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,305 shares; 2024Q4: 3,406 shares; 2025Q1: 5,142 shares; 2025Q2: 5,295 shares; 2025Q3: 5,153 shares; 2025Q4: 5,163 shares; 2026Q1: 17,708 shares; 2026Q2: 18,961 shares 18,961 $4.53M 0.03% +1,253 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: 11,494 shares; 2024Q4: 13,815 shares; 2025Q1: 16,396 shares; 2025Q2: 17,344 shares; 2025Q3: 15,821 shares; 2025Q4: 16,787 shares; 2026Q1: 18,221 shares; 2026Q2: 20,789 shares 20,789 $4.53M 0.03% +2,568 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: 3,221 shares; 2024Q4: 3,960 shares; 2025Q1: 5,392 shares; 2025Q2: 8,700 shares; 2025Q3: 9,894 shares; 2025Q4: 10,997 shares; 2026Q1: 23,543 shares; 2026Q2: 11,039 shares 11,039 $4.5M 0.03% -12,504 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: 24,582 shares; 2024Q4: 31,260 shares; 2025Q1: 31,279 shares; 2025Q2: 31,128 shares; 2025Q3: 60,951 shares; 2025Q4: 60,734 shares; 2026Q1: 85,691 shares; 2026Q2: 89,727 shares 89,727 $4.47M 0.03% +4,036 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: 16,619 shares; 2024Q4: 82,681 shares; 2025Q1: 84,382 shares; 2025Q2: 82,617 shares; 2025Q3: 81,441 shares; 2025Q4: 81,509 shares; 2026Q1: 72,189 shares; 2026Q2: 73,637 shares 73,637 $4.45M 0.03% +1,448 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,987 shares; 2024Q4: 9,539 shares; 2025Q1: 5,888 shares; 2025Q2: 5,517 shares; 2025Q3: 9,848 shares; 2025Q4: 41,976 shares; 2026Q1: 41,771 shares; 2026Q2: 46,388 shares 46,388 $4.44M 0.03% +4,617 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: 31,169 shares; 2024Q4: 35,376 shares; 2025Q1: 44,207 shares; 2025Q2: 55,281 shares; 2025Q3: 60,715 shares; 2025Q4: 62,690 shares; 2026Q1: 69,531 shares; 2026Q2: 76,683 shares 76,683 $4.42M 0.03% +7,152 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,841 shares; 2024Q4: 122,394 shares; 2025Q1: 137,938 shares; 2025Q2: 151,398 shares; 2025Q3: 174,379 shares; 2025Q4: 175,360 shares; 2026Q1: 177,194 shares; 2026Q2: 178,299 shares 178,299 $4.38M 0.03% +1,105 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,838 shares; 2024Q4: 83,676 shares; 2025Q1: 85,446 shares; 2025Q2: 90,493 shares; 2025Q3: 96,323 shares; 2025Q4: 117,236 shares; 2026Q1: 118,131 shares; 2026Q2: 110,511 shares 110,511 $4.34M 0.03% -7,620 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,422 shares; 2024Q4: 46,000 shares; 2025Q1: 46,914 shares; 2025Q2: 46,810 shares; 2025Q3: 48,884 shares; 2025Q4: 47,878 shares; 2026Q1: 46,042 shares; 2026Q2: 46,109 shares 46,109 $4.33M 0.03% +67 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159,986 shares; 2026Q2: 158,193 shares 158,193 $4.32M 0.03% -1,793 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,636 shares; 2024Q4: 29,769 shares; 2025Q1: 33,428 shares; 2025Q2: 34,935 shares; 2025Q3: 34,941 shares; 2025Q4: 49,582 shares; 2026Q1: 50,101 shares; 2026Q2: 52,518 shares 52,518 $4.32M 0.03% +2,417 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: 1,447 shares; 2024Q4: 2,288 shares; 2025Q1: 2,238 shares; 2025Q2: 2,145 shares; 2025Q3: 2,376 shares; 2025Q4: 2,090 shares; 2026Q1: 9,219 shares; 2026Q2: 9,617 shares 9,617 $4.29M 0.03% +398 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: 75,245 shares; 2024Q4: 131,476 shares; 2025Q1: 122,624 shares; 2025Q2: 121,548 shares; 2025Q3: 120,223 shares; 2025Q4: 118,494 shares; 2026Q1: 118,325 shares; 2026Q2: 117,347 shares 117,347 $4.24M 0.03% -978 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,318 shares; 2024Q4: 60,763 shares; 2025Q1: 57,229 shares; 2025Q2: 57,939 shares; 2025Q3: 57,924 shares; 2025Q4: 58,080 shares; 2026Q1: 52,801 shares; 2026Q2: 57,778 shares 57,778 $4.21M 0.03% +4,977 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: 4,895 shares; 2024Q4: 11,825 shares; 2025Q1: 14,385 shares; 2025Q2: 14,045 shares; 2025Q3: 11,742 shares; 2025Q4: 13,794 shares; 2026Q1: 12,536 shares; 2026Q2: 11,702 shares 11,702 $4.15M 0.03% -834 Timeline JANB 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: 83,253 shares; 2026Q1: 136,276 shares; 2026Q2: 152,175 shares 152,175 $4.14M 0.03% +15,899 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,575 shares; 2024Q4: 34,903 shares; 2025Q1: 33,797 shares; 2025Q2: 31,087 shares; 2025Q3: not reported; 2025Q4: 375 shares; 2026Q1: 4,998 shares; 2026Q2: 5,177 shares 5,177 $4.11M 0.03% +179 Timeline FJUN 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: 80,714 shares; 2024Q4: 75,507 shares; 2025Q1: 74,783 shares; 2025Q2: 71,907 shares; 2025Q3: 69,451 shares; 2025Q4: 68,846 shares; 2026Q1: 67,901 shares; 2026Q2: 68,550 shares 68,550 $4.11M 0.03% +649 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635,357 shares; 2024Q4: 223,642 shares; 2025Q1: 206,272 shares; 2025Q2: 194,878 shares; 2025Q3: 162,629 shares; 2025Q4: 124,672 shares; 2026Q1: 88,582 shares; 2026Q2: 81,513 shares 81,513 $4.1M 0.03% -7,069 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,099 shares; 2024Q4: 35,992 shares; 2025Q1: 34,931 shares; 2025Q2: 33,843 shares; 2025Q3: 33,668 shares; 2025Q4: 33,464 shares; 2026Q1: 33,640 shares; 2026Q2: 39,588 shares 39,588 $4.07M 0.03% +5,948 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,718 shares; 2024Q4: 24,717 shares; 2025Q1: 4,631 shares; 2025Q2: 7,390 shares; 2025Q3: 5,976 shares; 2025Q4: 5,127 shares; 2026Q1: 19,168 shares; 2026Q2: 19,722 shares 19,722 $4.04M 0.03% +554 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,783 shares; 2024Q4: 48,735 shares; 2025Q1: 48,760 shares; 2025Q2: 49,508 shares; 2025Q3: 46,791 shares; 2025Q4: 53,199 shares; 2026Q1: 44,753 shares; 2026Q2: 44,296 shares 44,296 $4.02M 0.03% -457 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: 2,852 shares; 2024Q4: 2,195 shares; 2025Q1: 5,014 shares; 2025Q2: 4,932 shares; 2025Q3: 4,903 shares; 2025Q4: 12,564 shares; 2026Q1: 30,701 shares; 2026Q2: 31,795 shares 31,795 $3.97M 0.03% +1,094 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,972 shares; 2024Q4: 2,910 shares; 2025Q1: 4,411 shares; 2025Q2: 3,882 shares; 2025Q3: 3,539 shares; 2025Q4: 3,119 shares; 2026Q1: 16,672 shares; 2026Q2: 19,325 shares 19,325 $3.9M 0.03% +2,653 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: 724 shares; 2024Q4: 2,249 shares; 2025Q1: 2,160 shares; 2025Q2: 2,175 shares; 2025Q3: 2,586 shares; 2025Q4: 4,639 shares; 2026Q1: 4,860 shares; 2026Q2: 5,933 shares 5,933 $3.89M 0.03% +1,073 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,232 shares; 2026Q2: 55,585 shares 55,585 $3.87M 0.03% +353 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,728 shares 28,728 $3.84M 0.03% new 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: 11,500 shares; 2024Q4: 28,179 shares; 2025Q1: 30,363 shares; 2025Q2: 31,963 shares; 2025Q3: 26,431 shares; 2025Q4: 24,955 shares; 2026Q1: 73,769 shares; 2026Q2: 48,434 shares 48,434 $3.79M 0.03% -25,335 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: 2,613 shares; 2024Q4: 2,857 shares; 2025Q1: 1,492 shares; 2025Q2: 2,441 shares; 2025Q3: 4,889 shares; 2025Q4: 5,480 shares; 2026Q1: 15,127 shares; 2026Q2: 13,525 shares 13,525 $3.73M 0.03% -1,602 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,238 shares; 2025Q1: 37,611 shares; 2025Q2: 48,089 shares; 2025Q3: 47,183 shares; 2025Q4: 46,781 shares; 2026Q1: 47,075 shares; 2026Q2: 53,606 shares 53,606 $3.72M 0.03% +6,531 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,281 shares; 2024Q4: 27,228 shares; 2025Q1: 2,990 shares; 2025Q2: 3,068 shares; 2025Q3: 3,061 shares; 2025Q4: 3,231 shares; 2026Q1: 8,710 shares; 2026Q2: 9,520 shares 9,520 $3.71M 0.03% +810 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: 27,871 shares; 2024Q4: 33,742 shares; 2025Q1: 37,680 shares; 2025Q2: 36,492 shares; 2025Q3: 39,096 shares; 2025Q4: 52,710 shares; 2026Q1: 58,722 shares; 2026Q2: 60,135 shares 60,135 $3.7M 0.03% +1,413 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: 3,386 shares; 2024Q4: 15,030 shares; 2025Q1: 18,670 shares; 2025Q2: 17,275 shares; 2025Q3: 15,656 shares; 2025Q4: 13,369 shares; 2026Q1: 12,421 shares; 2026Q2: 12,551 shares 12,551 $3.68M 0.03% +130 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: 2,162,775 shares; 2024Q4: 2,715,053 shares; 2025Q1: 3,049,470 shares; 2025Q2: 3,228,386 shares; 2025Q3: 3,487,529 shares; 2025Q4: 3,667,652 shares; 2026Q1: 192,886 shares; 2026Q2: 197,901 shares 197,901 $3.68M 0.03% +5,015 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,950 shares 10,950 $3.65M 0.03% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,770 shares; 2024Q4: 38,343 shares; 2025Q1: 37,406 shares; 2025Q2: 37,002 shares; 2025Q3: 35,661 shares; 2025Q4: 37,427 shares; 2026Q1: 33,155 shares; 2026Q2: 33,158 shares 33,158 $3.62M 0.03% +3 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,151 shares; 2026Q1: 48,577 shares; 2026Q2: 57,909 shares 57,909 $3.6M 0.03% +9,332 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,515 shares; 2024Q4: 230,742 shares; 2025Q1: 231,115 shares; 2025Q2: 237,377 shares; 2025Q3: 249,124 shares; 2025Q4: 249,671 shares; 2026Q1: 265,136 shares; 2026Q2: 258,504 shares 258,504 $3.59M 0.03% -6,632 Timeline MRTN MARTEN TRANS LTD More: the full row for MARTEN TRANS 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: 204,337 shares 204,337 $3.55M 0.03% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,202 shares; 2025Q2: 6,191 shares; 2025Q3: 6,223 shares; 2025Q4: 6,144 shares; 2026Q1: 6,144 shares; 2026Q2: 6,100 shares 6,100 $3.52M 0.03% -44 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,632 shares; 2025Q2: 3,937 shares; 2025Q3: 3,055 shares; 2025Q4: 4,521 shares; 2026Q1: 83,217 shares; 2026Q2: 89,760 shares 89,760 $3.48M 0.03% +6,543 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,222 shares; 2024Q4: 41,552 shares; 2025Q1: 27,891 shares; 2025Q2: 33,913 shares; 2025Q3: 34,570 shares; 2025Q4: 34,525 shares; 2026Q1: 37,537 shares; 2026Q2: 32,943 shares 32,943 $3.42M 0.03% -4,594 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,264 shares; 2026Q1: 85,664 shares; 2026Q2: 85,082 shares 85,082 $3.36M 0.02% -582 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: 83,196 shares; 2024Q4: 96,086 shares; 2025Q1: 102,919 shares; 2025Q2: 111,464 shares; 2025Q3: 114,375 shares; 2025Q4: 124,953 shares; 2026Q1: 84,029 shares; 2026Q2: 24,021 shares 24,021 $3.3M 0.02% -60,008 Timeline VCRB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,362 shares 42,362 $3.27M 0.02% new 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: 9,503 shares; 2024Q4: 11,213 shares; 2025Q1: 10,614 shares; 2025Q2: 10,299 shares; 2025Q3: 10,804 shares; 2025Q4: 15,171 shares; 2026Q1: 17,716 shares; 2026Q2: 24,511 shares 24,511 $3.27M 0.02% +6,795 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,335 shares; 2025Q2: 8,814 shares; 2025Q3: 11,842 shares; 2025Q4: 11,131 shares; 2026Q1: 14,878 shares; 2026Q2: 15,821 shares 15,821 $3.26M 0.02% +943 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,294 shares; 2025Q3: 52,731 shares; 2025Q4: 74,892 shares; 2026Q1: 76,491 shares; 2026Q2: 66,879 shares 66,879 $3.26M 0.02% -9,612 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,276 shares; 2024Q4: 30,533 shares; 2025Q1: 33,247 shares; 2025Q2: 35,193 shares; 2025Q3: 36,787 shares; 2025Q4: 37,581 shares; 2026Q1: 12,932 shares; 2026Q2: 12,445 shares 12,445 $3.25M 0.02% -487 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 1,274 shares; 2025Q4: 2,591 shares; 2026Q1: 25,960 shares; 2026Q2: 33,026 shares 33,026 $3.24M 0.02% +7,066 Timeline CRH CRH PLC More: the full row for CRH 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: 1,772 shares; 2026Q1: 29,327 shares; 2026Q2: 30,297 shares 30,297 $3.24M 0.02% +970 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,617 shares; 2024Q4: 47,841 shares; 2025Q1: 58,547 shares; 2025Q2: 44,918 shares; 2025Q3: 35,562 shares; 2025Q4: 32,840 shares; 2026Q1: 41,210 shares; 2026Q2: 40,151 shares 40,151 $3.21M 0.02% -1,059 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309 shares; 2024Q4: 8,830 shares; 2025Q1: 8,553 shares; 2025Q2: 8,547 shares; 2025Q3: 9,376 shares; 2025Q4: 8,838 shares; 2026Q1: 9,900 shares; 2026Q2: 9,301 shares 9,301 $3.2M 0.02% -599 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: 1,900 shares; 2024Q4: 2,188 shares; 2025Q1: 2,922 shares; 2025Q2: 2,712 shares; 2025Q3: 6,880 shares; 2025Q4: 6,839 shares; 2026Q1: 6,422 shares; 2026Q2: 6,441 shares 6,441 $3.19M 0.02% +19 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 192,023 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212,945 shares; 2026Q2: 212,728 shares 212,728 $3.17M 0.02% -217 Timeline RSPG 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: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 23,169 shares; 2025Q3: 26,402 shares; 2025Q4: 29,483 shares; 2026Q1: 31,376 shares; 2026Q2: 32,074 shares 32,074 $3.14M 0.02% +698 Timeline NOV NOV INC More: the full row for NOV 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: 166,879 shares; 2026Q2: 168,425 shares 168,425 $3.12M 0.02% +1,546 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,215 shares; 2024Q4: 10,555 shares; 2025Q1: 10,176 shares; 2025Q2: 12,614 shares; 2025Q3: 10,918 shares; 2025Q4: 11,729 shares; 2026Q1: 11,712 shares; 2026Q2: 12,179 shares 12,179 $3.11M 0.02% +467 Timeline DDEC 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: 65,300 shares; 2024Q4: 65,300 shares; 2025Q1: 65,300 shares; 2025Q2: 65,300 shares; 2025Q3: 65,300 shares; 2025Q4: 65,300 shares; 2026Q1: 65,300 shares; 2026Q2: 65,300 shares 65,300 $3.09M 0.02% 0 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: 33,075 shares; 2024Q4: 96,672 shares; 2025Q1: 95,628 shares; 2025Q2: 94,182 shares; 2025Q3: 92,893 shares; 2025Q4: 93,006 shares; 2026Q1: 82,136 shares; 2026Q2: 83,223 shares 83,223 $3.07M 0.02% +1,087 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: 11,575 shares; 2024Q4: 65,304 shares; 2025Q1: 68,163 shares; 2025Q2: 53,064 shares; 2025Q3: 42,178 shares; 2025Q4: 40,370 shares; 2026Q1: 45,375 shares; 2026Q2: 36,898 shares 36,898 $3.05M 0.02% -8,477 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,034 shares; 2024Q4: 27,481 shares; 2025Q1: 19,659 shares; 2025Q2: 20,958 shares; 2025Q3: 21,220 shares; 2025Q4: 26,084 shares; 2026Q1: 25,917 shares; 2026Q2: 29,026 shares 29,026 $3.02M 0.02% +3,109 Timeline DFUV 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: 49,544 shares; 2024Q4: 55,263 shares; 2025Q1: 54,385 shares; 2025Q2: 54,401 shares; 2025Q3: 54,539 shares; 2025Q4: 54,816 shares; 2026Q1: 54,749 shares; 2026Q2: 54,788 shares 54,788 $3.01M 0.02% +39 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,567 shares; 2024Q4: 32,178 shares; 2025Q1: 30,205 shares; 2025Q2: 28,320 shares; 2025Q3: 26,396 shares; 2025Q4: 24,275 shares; 2026Q1: 21,536 shares; 2026Q2: 20,413 shares 20,413 $2.96M 0.02% -1,123 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,409 shares; 2024Q4: 19,123 shares; 2025Q1: 19,339 shares; 2025Q2: 18,817 shares; 2025Q3: 16,206 shares; 2025Q4: 17,012 shares; 2026Q1: 15,876 shares; 2026Q2: 14,852 shares 14,852 $2.93M 0.02% -1,024 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: 63,373 shares; 2024Q4: 61,966 shares; 2025Q1: 61,671 shares; 2025Q2: 61,102 shares; 2025Q3: 61,175 shares; 2025Q4: 61,329 shares; 2026Q1: 60,976 shares; 2026Q2: 65,713 shares 65,713 $2.92M 0.02% +4,737 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,199 shares 8,199 $2.87M 0.02% new Timeline APDB 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: not reported; 2026Q2: 111,309 shares 111,309 $2.86M 0.02% new Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,582 shares; 2024Q4: 278,692 shares; 2025Q1: 152,001 shares; 2025Q2: 166,821 shares; 2025Q3: 192,181 shares; 2025Q4: 193,021 shares; 2026Q1: 194,996 shares; 2026Q2: 196,176 shares 196,176 $2.85M 0.02% +1,180 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: not reported; 2024Q4: 9,658 shares; 2025Q1: 14,053 shares; 2025Q2: 13,851 shares; 2025Q3: 15,081 shares; 2025Q4: 14,086 shares; 2026Q1: 144,039 shares; 2026Q2: 148,712 shares 148,712 $2.84M 0.02% +4,673 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,477 shares; 2025Q3: 34,399 shares; 2025Q4: 68,633 shares; 2026Q1: 33,633 shares; 2026Q2: 23,630 shares 23,630 $2.81M 0.02% -10,003 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: 3,642 shares; 2024Q4: 6,256 shares; 2025Q1: 8,462 shares; 2025Q2: 7,543 shares; 2025Q3: 9,233 shares; 2025Q4: 9,670 shares; 2026Q1: 9,376 shares; 2026Q2: 11,098 shares 11,098 $2.8M 0.02% +1,722 Timeline SCHK 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: 36,891 shares; 2024Q4: 78,832 shares; 2025Q1: 75,700 shares; 2025Q2: 76,840 shares; 2025Q3: 75,125 shares; 2025Q4: 79,895 shares; 2026Q1: 76,590 shares; 2026Q2: 77,113 shares 77,113 $2.78M 0.02% +523 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: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 5,938 shares; 2025Q4: 45,230 shares; 2026Q1: 44,959 shares; 2026Q2: 44,959 shares 44,959 $2.74M 0.02% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 240 shares; 2025Q1: 236 shares; 2025Q2: 235 shares; 2025Q3: 1,327 shares; 2025Q4: 1,302 shares; 2026Q1: 1,270 shares; 2026Q2: 1,310 shares 1,310 $2.73M 0.02% +40 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,125 shares; 2025Q1: 2,942 shares; 2025Q2: 3,035 shares; 2025Q3: 3,245 shares; 2025Q4: 9,993 shares; 2026Q1: 9,318 shares; 2026Q2: 10,070 shares 10,070 $2.71M 0.02% +752 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,452 shares; 2024Q4: 288,113 shares; 2025Q1: 376,598 shares; 2025Q2: 37,000 shares; 2025Q3: 37,514 shares; 2025Q4: 50,034 shares; 2026Q1: 50,260 shares; 2026Q2: 50,432 shares 50,432 $2.7M 0.02% +172 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: 27,354 shares; 2024Q4: 28,172 shares; 2025Q1: 26,282 shares; 2025Q2: 26,200 shares; 2025Q3: 26,171 shares; 2025Q4: 26,439 shares; 2026Q1: 22,876 shares; 2026Q2: 23,034 shares 23,034 $2.7M 0.02% +158 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,547 shares; 2024Q4: 16,026 shares; 2025Q1: 16,398 shares; 2025Q2: 16,156 shares; 2025Q3: 15,290 shares; 2025Q4: 15,936 shares; 2026Q1: 15,944 shares; 2026Q2: 17,200 shares 17,200 $2.7M 0.02% +1,256 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,634 shares; 2024Q4: 69,378 shares; 2025Q1: 68,092 shares; 2025Q2: 66,664 shares; 2025Q3: 52,346 shares; 2025Q4: 67,901 shares; 2026Q1: 67,550 shares; 2026Q2: 85,889 shares 85,889 $2.6M 0.02% +18,339 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,548 shares; 2026Q1: 51,197 shares; 2026Q2: 48,355 shares 48,355 $2.57M 0.02% -2,842 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,026 shares; 2025Q1: 23,236 shares; 2025Q2: 33,613 shares; 2025Q3: 33,103 shares; 2025Q4: 33,250 shares; 2026Q1: 33,390 shares; 2026Q2: 22,747 shares 22,747 $2.57M 0.02% -10,643 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: 8,793 shares; 2024Q4: 16,112 shares; 2025Q1: 18,425 shares; 2025Q2: 19,189 shares; 2025Q3: 16,534 shares; 2025Q4: 16,888 shares; 2026Q1: 18,272 shares; 2026Q2: 17,885 shares 17,885 $2.56M 0.02% -387 Timeline UFOX 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: 26,776 shares; 2024Q4: 26,777 shares; 2025Q1: 26,777 shares; 2025Q2: 26,577 shares; 2025Q3: 26,377 shares; 2025Q4: 26,377 shares; 2026Q1: 26,377 shares; 2026Q2: 26,576 shares 26,576 $2.53M 0.02% +199 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,667 shares; 2024Q4: 43,854 shares; 2025Q1: 71,503 shares; 2025Q2: 31,241 shares; 2025Q3: 34,817 shares; 2025Q4: 26,907 shares; 2026Q1: 19,631 shares; 2026Q2: 24,654 shares 24,654 $2.52M 0.02% +5,023 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,824 shares; 2024Q4: 27,082 shares; 2025Q1: 23,966 shares; 2025Q2: 21,405 shares; 2025Q3: 30,042 shares; 2025Q4: 31,527 shares; 2026Q1: 26,902 shares; 2026Q2: 26,592 shares 26,592 $2.51M 0.02% -310 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,294 shares; 2024Q4: 22,619 shares; 2025Q1: 23,676 shares; 2025Q2: 27,887 shares; 2025Q3: 23,918 shares; 2025Q4: 21,802 shares; 2026Q1: 61,765 shares; 2026Q2: 61,188 shares 61,188 $2.51M 0.02% -577 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,649 shares; 2024Q4: 40,985 shares; 2025Q1: 40,199 shares; 2025Q2: 40,810 shares; 2025Q3: 40,447 shares; 2025Q4: 41,083 shares; 2026Q1: 32,737 shares; 2026Q2: 31,270 shares 31,270 $2.51M 0.02% -1,467 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: 10,114 shares; 2024Q4: 10,902 shares; 2025Q1: 10,970 shares; 2025Q2: 10,363 shares; 2025Q3: 10,318 shares; 2025Q4: 10,537 shares; 2026Q1: 10,063 shares; 2026Q2: 11,012 shares 11,012 $2.5M 0.02% +949 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: 6,209 shares; 2024Q4: 6,265 shares; 2025Q1: 6,290 shares; 2025Q2: 6,521 shares; 2025Q3: 6,515 shares; 2025Q4: 6,464 shares; 2026Q1: 6,532 shares; 2026Q2: 6,821 shares 6,821 $2.49M 0.02% +289 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: 8,232 shares; 2024Q4: 75,919 shares; 2025Q1: 13,951 shares; 2025Q2: 29,793 shares; 2025Q3: 30,231 shares; 2025Q4: 19,134 shares; 2026Q1: 68,736 shares; 2026Q2: 67,550 shares 67,550 $2.48M 0.02% -1,186 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,996 shares; 2024Q4: 11,922 shares; 2025Q1: 21,396 shares; 2025Q2: 26,030 shares; 2025Q3: 26,807 shares; 2025Q4: 28,400 shares; 2026Q1: 25,923 shares; 2026Q2: 25,824 shares 25,824 $2.48M 0.02% -99 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,257 shares; 2024Q4: 5,659 shares; 2025Q1: 5,658 shares; 2025Q2: 5,662 shares; 2025Q3: 5,659 shares; 2025Q4: 5,719 shares; 2026Q1: 5,804 shares; 2026Q2: 5,812 shares 5,812 $2.48M 0.02% +8 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: 5,585 shares; 2024Q4: 8,783 shares; 2025Q1: 8,838 shares; 2025Q2: 8,054 shares; 2025Q3: 7,798 shares; 2025Q4: 8,184 shares; 2026Q1: 6,053 shares; 2026Q2: 9,414 shares 9,414 $2.45M 0.02% +3,361 Timeline VIGI 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: 28,389 shares; 2024Q4: 29,142 shares; 2025Q1: 27,593 shares; 2025Q2: 27,602 shares; 2025Q3: 25,968 shares; 2025Q4: 26,962 shares; 2026Q1: 26,072 shares; 2026Q2: 26,047 shares 26,047 $2.43M 0.02% -25 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,913 shares; 2024Q4: 71,175 shares; 2025Q1: 71,680 shares; 2025Q2: 71,782 shares; 2025Q3: 72,517 shares; 2025Q4: 72,188 shares; 2026Q1: 72,608 shares; 2026Q2: 70,101 shares 70,101 $2.43M 0.02% -2,507 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 92,186 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,628 shares; 2026Q2: 106,169 shares 106,169 $2.36M 0.02% -459 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,274 shares; 2024Q4: 26,985 shares; 2025Q1: 12,327 shares; 2025Q2: 12,347 shares; 2025Q3: 16,004 shares; 2025Q4: 16,410 shares; 2026Q1: 17,118 shares; 2026Q2: 23,070 shares 23,070 $2.36M 0.02% +5,952 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,214 shares; 2024Q4: 166,110 shares; 2025Q1: 166,110 shares; 2025Q2: 166,110 shares; 2025Q3: 166,110 shares; 2025Q4: 165,727 shares; 2026Q1: 165,727 shares; 2026Q2: 161,418 shares 161,418 $2.35M 0.02% -4,309 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,098 shares; 2024Q4: 42,530 shares; 2025Q1: 42,539 shares; 2025Q2: 46,499 shares; 2025Q3: 41,596 shares; 2025Q4: 47,128 shares; 2026Q1: 48,646 shares; 2026Q2: 48,646 shares 48,646 $2.32M 0.02% 0 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: 13,925 shares; 2024Q4: 23,927 shares; 2025Q1: 22,847 shares; 2025Q2: 25,218 shares; 2025Q3: 11,872 shares; 2025Q4: 10,946 shares; 2026Q1: 14,700 shares; 2026Q2: 23,237 shares 23,237 $2.3M 0.02% +8,537 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: 27,872 shares; 2024Q4: 28,685 shares; 2025Q1: 31,566 shares; 2025Q2: 32,759 shares; 2025Q3: 33,780 shares; 2025Q4: 35,997 shares; 2026Q1: 25,155 shares; 2026Q2: 27,735 shares 27,735 $2.29M 0.02% +2,580 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: 32,522 shares; 2024Q4: 72,282 shares; 2025Q1: 42,173 shares; 2025Q2: 43,669 shares; 2025Q3: 44,670 shares; 2025Q4: 53,553 shares; 2026Q1: 72,394 shares; 2026Q2: 71,377 shares 71,377 $2.28M 0.02% -1,017 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 69,542 shares; 2026Q1: 79,353 shares; 2026Q2: 77,763 shares 77,763 $2.25M 0.02% -1,590 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,500 shares; 2024Q4: 35,116 shares; 2025Q1: 9,100 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares; 2026Q2: 44,576 shares 44,576 $2.22M 0.02% +35,676 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,151 shares; 2024Q4: 27,462 shares; 2025Q1: 27,702 shares; 2025Q2: 26,871 shares; 2025Q3: 24,347 shares; 2025Q4: 26,465 shares; 2026Q1: 25,596 shares; 2026Q2: 25,242 shares 25,242 $2.22M 0.02% -354 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,312 shares; 2024Q4: 11,094 shares; 2025Q1: 12,657 shares; 2025Q2: 12,777 shares; 2025Q3: 14,365 shares; 2025Q4: 13,333 shares; 2026Q1: 14,766 shares; 2026Q2: 14,569 shares 14,569 $2.22M 0.02% -197 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,686 shares; 2025Q1: 24,314 shares; 2025Q2: 23,810 shares; 2025Q3: 23,416 shares; 2025Q4: 23,191 shares; 2026Q1: 22,806 shares; 2026Q2: 18,887 shares 18,887 $2.21M 0.02% -3,919 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,262 shares; 2024Q4: 7,096 shares; 2025Q1: 7,372 shares; 2025Q2: 7,490 shares; 2025Q3: 3,400 shares; 2025Q4: 7,128 shares; 2026Q1: 6,431 shares; 2026Q2: 7,465 shares 7,465 $2.2M 0.02% +1,034 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,335 shares; 2024Q4: 23,412 shares; 2025Q1: 30,336 shares; 2025Q2: 24,856 shares; 2025Q3: 20,718 shares; 2025Q4: 20,351 shares; 2026Q1: 20,021 shares; 2026Q2: 23,166 shares 23,166 $2.19M 0.02% +3,145 Timeline APRB 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: 41,570 shares; 2026Q1: 55,213 shares; 2026Q2: 80,644 shares 80,644 $2.17M 0.02% +25,431 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,349 shares; 2025Q4: 34,481 shares; 2026Q1: 79,932 shares; 2026Q2: 83,504 shares 83,504 $2.17M 0.02% +3,572 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 3,796 shares; 2025Q1: 3,694 shares; 2025Q2: 3,982 shares; 2025Q3: 2,567 shares; 2025Q4: 3,370 shares; 2026Q1: 6,363 shares; 2026Q2: 9,095 shares 9,095 $2.16M 0.02% +2,732 Timeline EQWL 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: 771 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 861 shares; 2025Q3: 1,915 shares; 2025Q4: 15,163 shares; 2026Q1: 15,055 shares; 2026Q2: 16,285 shares 16,285 $2.1M 0.02% +1,230 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: 64,263 shares; 2024Q4: 92,139 shares; 2025Q1: 109,928 shares; 2025Q2: 40,821 shares; 2025Q3: 42,162 shares; 2025Q4: 33,982 shares; 2026Q1: 15,965 shares; 2026Q2: 15,788 shares 15,788 $2.05M 0.01% -177 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: 12,357 shares; 2024Q4: 26,298 shares; 2025Q1: 24,840 shares; 2025Q2: 28,911 shares; 2025Q3: 23,474 shares; 2025Q4: 26,634 shares; 2026Q1: 30,735 shares; 2026Q2: 27,494 shares 27,494 $2.04M 0.01% -3,241 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,674 shares; 2024Q4: 5,067 shares; 2025Q1: 15,502 shares; 2025Q2: 35,333 shares; 2025Q3: 34,859 shares; 2025Q4: 34,197 shares; 2026Q1: 33,943 shares; 2026Q2: 37,082 shares 37,082 $2.03M 0.01% +3,139 Timeline EMKT LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 62,737 shares 62,737 $2.02M 0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,710 shares; 2024Q4: 56,140 shares; 2025Q1: 55,717 shares; 2025Q2: 58,351 shares; 2025Q3: 60,580 shares; 2025Q4: 64,692 shares; 2026Q1: 64,192 shares; 2026Q2: 66,813 shares 66,813 $2.02M 0.01% +2,621 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,006 shares; 2024Q4: 23,533 shares; 2025Q1: 25,558 shares; 2025Q2: 27,653 shares; 2025Q3: 28,317 shares; 2025Q4: 8,580 shares; 2026Q1: 5,203 shares; 2026Q2: 5,885 shares 5,885 $1.99M 0.01% +682 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: 11,120 shares; 2024Q4: 57,617 shares; 2025Q1: 61,458 shares; 2025Q2: 64,841 shares; 2025Q3: 56,476 shares; 2025Q4: 56,698 shares; 2026Q1: 57,657 shares; 2026Q2: 62,670 shares 62,670 $1.98M 0.01% +5,013 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: 10,978 shares; 2024Q4: 11,786 shares; 2025Q1: 12,260 shares; 2025Q2: 11,505 shares; 2025Q3: 11,602 shares; 2025Q4: 27,978 shares; 2026Q1: 27,857 shares; 2026Q2: 27,866 shares 27,866 $1.95M 0.01% +9 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,195 shares; 2024Q4: 26,122 shares; 2025Q1: 23,813 shares; 2025Q2: 23,184 shares; 2025Q3: 22,674 shares; 2025Q4: 21,781 shares; 2026Q1: 20,262 shares; 2026Q2: 20,310 shares 20,310 $1.93M 0.01% +48 Timeline OCTB 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: 46,547 shares; 2026Q1: 54,314 shares; 2026Q2: 70,212 shares 70,212 $1.91M 0.01% +15,898 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,812 shares; 2024Q4: 11,998 shares; 2025Q1: 9,249 shares; 2025Q2: 9,297 shares; 2025Q3: 9,103 shares; 2025Q4: 9,100 shares; 2026Q1: 11,431 shares; 2026Q2: 12,038 shares 12,038 $1.88M 0.01% +607 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: 1,533 shares; 2024Q4: 1,743 shares; 2025Q1: 1,649 shares; 2025Q2: 1,663 shares; 2025Q3: 1,810 shares; 2025Q4: 1,835 shares; 2026Q1: 1,711 shares; 2026Q2: 1,649 shares 1,649 $1.87M 0.01% -62 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,991,709 shares; 2024Q4: 98,828 shares; 2025Q1: 94,956 shares; 2025Q2: 95,927 shares; 2025Q3: 94,435 shares; 2025Q4: 100,612 shares; 2026Q1: 101,559 shares; 2026Q2: 93,822 shares 93,822 $1.83M 0.01% -7,737 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 75 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 44,100 shares; 2026Q1: 44,100 shares; 2026Q2: 44,120 shares 44,120 $1.83M 0.01% +20 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,100 shares; 2024Q4: 11,821 shares; 2025Q1: 11,817 shares; 2025Q2: 11,817 shares; 2025Q3: 11,817 shares; 2025Q4: 11,817 shares; 2026Q1: 11,809 shares; 2026Q2: 11,809 shares 11,809 $1.82M 0.01% 0 Timeline