AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,824 shares; 2024Q4: 282,490 shares; 2025Q1: 378,086 shares; 2025Q2: 407,457 shares; 2025Q3: 430,724 shares; 2025Q4: 648,448 shares; 2026Q1: 691,690 shares; 2026Q2: 687,770 shares 687,770 $199M 3.06% -3,920 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: 434,445 shares; 2024Q4: 460,361 shares; 2025Q1: 605,393 shares; 2025Q2: 666,333 shares; 2025Q3: 724,347 shares; 2025Q4: 828,722 shares; 2026Q1: 844,995 shares; 2026Q2: 851,189 shares 851,189 $170M 2.62% +6,194 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: 44,373 shares; 2024Q4: 61,058 shares; 2025Q1: 95,649 shares; 2025Q2: 107,839 shares; 2025Q3: 127,416 shares; 2025Q4: 142,967 shares; 2026Q1: 163,612 shares; 2026Q2: 166,177 shares 166,177 $124M 1.91% +2,565 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: 200,863 shares; 2024Q4: 206,309 shares; 2025Q1: 257,874 shares; 2025Q2: 259,491 shares; 2025Q3: 292,041 shares; 2025Q4: 350,436 shares; 2026Q1: 377,441 shares; 2026Q2: 399,200 shares 399,200 $95.1M 1.46% +21,759 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: 85,175 shares; 2024Q4: 88,765 shares; 2025Q1: 131,828 shares; 2025Q2: 142,668 shares; 2025Q3: 164,077 shares; 2025Q4: 212,685 shares; 2026Q1: 237,463 shares; 2026Q2: 242,396 shares 242,396 $90.4M 1.39% +4,933 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: 94,200 shares; 2024Q4: 105,002 shares; 2025Q1: 150,792 shares; 2025Q2: 162,509 shares; 2025Q3: 191,612 shares; 2025Q4: 244,436 shares; 2026Q1: 250,469 shares; 2026Q2: 250,782 shares 250,782 $89.6M 1.38% +313 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: 66,226 shares; 2024Q4: 75,741 shares; 2025Q1: 267,656 shares; 2025Q2: 305,691 shares; 2025Q3: 292,201 shares; 2025Q4: 373,416 shares; 2026Q1: 496,194 shares; 2026Q2: 588,050 shares 588,050 $80.9M 1.24% +91,856 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: 19,689 shares; 2024Q4: 19,170 shares; 2025Q1: 33,009 shares; 2025Q2: 55,089 shares; 2025Q3: 57,746 shares; 2025Q4: 77,735 shares; 2026Q1: 82,917 shares; 2026Q2: 95,475 shares 95,475 $71.3M 1.1% +12,558 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: 80,681 shares; 2024Q4: 85,609 shares; 2025Q1: 116,068 shares; 2025Q2: 127,986 shares; 2025Q3: 149,432 shares; 2025Q4: 192,539 shares; 2026Q1: 203,911 shares; 2026Q2: 208,806 shares 208,806 $68.3M 1.05% +4,895 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: 49,052 shares; 2024Q4: 49,055 shares; 2025Q1: 61,448 shares; 2025Q2: 70,269 shares; 2025Q3: 73,563 shares; 2025Q4: 79,958 shares; 2026Q1: 88,372 shares; 2026Q2: 85,817 shares 85,817 $63.2M 0.97% -2,555 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: 8,282 shares; 2024Q4: 15,066 shares; 2025Q1: 32,059 shares; 2025Q2: 32,802 shares; 2025Q3: 34,822 shares; 2025Q4: 54,759 shares; 2026Q1: 53,964 shares; 2026Q2: 53,208 shares 53,208 $61.4M 0.94% -756 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 545,199 shares; 2025Q3: 716,904 shares; 2025Q4: 850,396 shares; 2026Q1: 1,155,852 shares; 2026Q2: 1,339,871 shares 1,339,871 $61.2M 0.94% +184,019 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141,906 shares; 2025Q2: 151,475 shares; 2025Q3: 164,316 shares; 2025Q4: 263,371 shares; 2026Q1: 546,687 shares; 2026Q2: 767,264 shares 767,264 $60.1M 0.92% +220,577 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,030,608 shares; 2024Q4: 2,234,474 shares; 2025Q1: 2,253,670 shares; 2025Q2: 2,291,182 shares; 2025Q3: 2,906,625 shares; 2025Q4: 3,133,739 shares; 2026Q1: 3,562,484 shares; 2026Q2: 2,889,043 shares 2,889,043 $60M 0.92% -673,441 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: 28,113 shares; 2024Q4: 67,383 shares; 2025Q1: 144,670 shares; 2025Q2: 221,633 shares; 2025Q3: 742,577 shares; 2025Q4: 1,005,932 shares; 2026Q1: 1,223,952 shares; 2026Q2: 1,307,314 shares 1,307,314 $59.5M 0.91% +83,362 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: 35,402 shares; 2024Q4: 35,391 shares; 2025Q1: 56,461 shares; 2025Q2: 74,703 shares; 2025Q3: 76,506 shares; 2025Q4: 96,334 shares; 2026Q1: 157,372 shares; 2026Q2: 150,267 shares 150,267 $55.6M 0.85% -7,105 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: 52,194 shares; 2024Q4: 56,372 shares; 2025Q1: 101,093 shares; 2025Q2: 166,281 shares; 2025Q3: 173,328 shares; 2025Q4: 192,103 shares; 2026Q1: 218,344 shares; 2026Q2: 255,884 shares 255,884 $54.4M 0.84% +37,540 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: 9,164 shares; 2024Q4: 44,631 shares; 2025Q1: 48,279 shares; 2025Q2: 49,515 shares; 2025Q3: 98,828 shares; 2025Q4: 111,766 shares; 2026Q1: 118,181 shares; 2026Q2: 123,593 shares 123,593 $53.6M 0.82% +5,412 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: 57,692 shares; 2024Q4: 53,897 shares; 2025Q1: 114,405 shares; 2025Q2: 107,972 shares; 2025Q3: 122,804 shares; 2025Q4: 138,066 shares; 2026Q1: 144,888 shares; 2026Q2: 141,370 shares 141,370 $53.4M 0.82% -3,518 Timeline OMFL 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: 608,099 shares; 2024Q4: 646,707 shares; 2025Q1: 666,266 shares; 2025Q2: 671,995 shares; 2025Q3: 708,344 shares; 2025Q4: 632,171 shares; 2026Q1: 697,082 shares; 2026Q2: 768,374 shares 768,374 $52.7M 0.81% +71,292 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: 52,871 shares; 2024Q4: 54,870 shares; 2025Q1: 91,313 shares; 2025Q2: 108,060 shares; 2025Q3: 106,089 shares; 2025Q4: 139,685 shares; 2026Q1: 146,501 shares; 2026Q2: 139,581 shares 139,581 $49.3M 0.76% -6,920 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,102 shares; 2024Q4: 107,532 shares; 2025Q1: 106,669 shares; 2025Q2: 500,499 shares; 2025Q3: 551,006 shares; 2025Q4: 590,498 shares; 2026Q1: 760,005 shares; 2026Q2: 816,312 shares 816,312 $49.2M 0.76% +56,307 Timeline OEI LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,171,023 shares; 2026Q1: 1,423,436 shares; 2026Q2: 1,685,274 shares 1,685,274 $43.3M 0.67% +261,838 Timeline AVRY EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,506,450 shares; 2026Q2: 1,793,178 shares 1,793,178 $42.9M 0.66% +286,728 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: 6,541 shares; 2024Q4: 6,748 shares; 2025Q1: 12,320 shares; 2025Q2: 17,647 shares; 2025Q3: 21,407 shares; 2025Q4: 27,793 shares; 2026Q1: 29,156 shares; 2026Q2: 32,277 shares 32,277 $38.7M 0.59% +3,121 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: 12,456 shares; 2024Q4: 16,193 shares; 2025Q1: 149,397 shares; 2025Q2: 173,036 shares; 2025Q3: 191,566 shares; 2025Q4: 205,231 shares; 2026Q1: 238,986 shares; 2026Q2: 244,299 shares 244,299 $38.6M 0.59% +5,313 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: 675,444 shares; 2024Q4: 671,960 shares; 2025Q1: 685,727 shares; 2025Q2: 679,779 shares; 2025Q3: 718,900 shares; 2025Q4: 757,654 shares; 2026Q1: 807,215 shares; 2026Q2: 906,801 shares 906,801 $37.6M 0.58% +99,586 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459,452 shares; 2024Q4: 1,838,653 shares; 2025Q1: 1,930,290 shares; 2025Q2: 2,146,358 shares; 2025Q3: 2,973,660 shares; 2025Q4: 3,435,040 shares; 2026Q1: 3,857,687 shares; 2026Q2: 3,375,960 shares 3,375,960 $37.2M 0.57% -481,727 Timeline PWV 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: 121,550 shares; 2024Q4: 117,683 shares; 2025Q1: 112,502 shares; 2025Q2: 100,174 shares; 2025Q3: 106,525 shares; 2025Q4: 160,577 shares; 2026Q1: 387,000 shares; 2026Q2: 461,900 shares 461,900 $35M 0.54% +74,900 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: 9,138 shares; 2024Q4: 8,264 shares; 2025Q1: 31,485 shares; 2025Q2: 38,423 shares; 2025Q3: 68,558 shares; 2025Q4: 217,758 shares; 2026Q1: 735,163 shares; 2026Q2: 691,329 shares 691,329 $34.8M 0.53% -43,834 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: 21,955 shares; 2024Q4: 20,817 shares; 2025Q1: 40,031 shares; 2025Q2: 38,492 shares; 2025Q3: 42,169 shares; 2025Q4: 74,445 shares; 2026Q1: 71,603 shares; 2026Q2: 269,930 shares 269,930 $33.5M 0.51% +198,327 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: 44,628 shares; 2024Q4: 41,789 shares; 2025Q1: 35,821 shares; 2025Q2: 39,968 shares; 2025Q3: 41,142 shares; 2025Q4: 46,637 shares; 2026Q1: 46,839 shares; 2026Q2: 47,832 shares 47,832 $32.9M 0.5% +993 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: 194,186 shares; 2024Q4: 203,522 shares; 2025Q1: 173,084 shares; 2025Q2: 199,539 shares; 2025Q3: 224,410 shares; 2025Q4: 263,197 shares; 2026Q1: 291,100 shares; 2026Q2: 278,946 shares 278,946 $31.6M 0.49% -12,154 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: 29,743 shares; 2024Q4: 28,946 shares; 2025Q1: 41,227 shares; 2025Q2: 43,763 shares; 2025Q3: 48,051 shares; 2025Q4: 55,376 shares; 2026Q1: 60,803 shares; 2026Q2: 55,656 shares 55,656 $31.4M 0.48% -5,147 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,385 shares; 2024Q4: 356,049 shares; 2025Q1: 365,580 shares; 2025Q2: 388,029 shares; 2025Q3: 240,906 shares; 2025Q4: 238,866 shares; 2026Q1: 251,323 shares; 2026Q2: 264,884 shares 264,884 $30.2M 0.46% +13,561 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: 28,638 shares; 2024Q4: 26,448 shares; 2025Q1: 40,820 shares; 2025Q2: 49,014 shares; 2025Q3: 50,332 shares; 2025Q4: 73,291 shares; 2026Q1: 63,678 shares; 2026Q2: 59,228 shares 59,228 $29.6M 0.46% -4,450 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: 61,467 shares; 2024Q4: 46,192 shares; 2025Q1: 60,828 shares; 2025Q2: 75,032 shares; 2025Q3: 79,566 shares; 2025Q4: 112,655 shares; 2026Q1: 116,837 shares; 2026Q2: 114,657 shares 114,657 $29.1M 0.45% -2,180 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: 10,136 shares; 2024Q4: 10,871 shares; 2025Q1: 18,559 shares; 2025Q2: 18,281 shares; 2025Q3: 28,602 shares; 2025Q4: 47,065 shares; 2026Q1: 48,779 shares; 2026Q2: 336,442 shares 336,442 $29M 0.45% +287,663 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,550 shares; 2025Q3: 548,274 shares; 2025Q4: 703,811 shares; 2026Q1: 855,977 shares; 2026Q2: 1,013,458 shares 1,013,458 $29M 0.44% +157,481 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: 35,537 shares; 2024Q4: 34,976 shares; 2025Q1: 36,693 shares; 2025Q2: 36,874 shares; 2025Q3: 36,718 shares; 2025Q4: 191,715 shares; 2026Q1: 271,829 shares; 2026Q2: 323,804 shares 323,804 $28.5M 0.44% +51,975 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 207,934 shares 207,934 $28.4M 0.44% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,688 shares; 2024Q4: 71,671 shares; 2025Q1: 124,856 shares; 2025Q2: 82,047 shares; 2025Q3: 146,857 shares; 2025Q4: 209,167 shares; 2026Q1: 206,141 shares; 2026Q2: 191,033 shares 191,033 $28.3M 0.44% -15,108 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,887 shares; 2024Q4: 48,462 shares; 2025Q1: 91,838 shares; 2025Q2: 81,348 shares; 2025Q3: 68,269 shares; 2025Q4: 162,346 shares; 2026Q1: 127,983 shares; 2026Q2: 128,194 shares 128,194 $27.9M 0.43% +211 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: 84,231 shares; 2024Q4: 89,100 shares; 2025Q1: 207,903 shares; 2025Q2: 218,562 shares; 2025Q3: 237,679 shares; 2025Q4: 280,311 shares; 2026Q1: 330,732 shares; 2026Q2: 328,820 shares 328,820 $25.4M 0.39% -1,912 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: 78,969 shares; 2024Q4: 81,414 shares; 2025Q1: 104,045 shares; 2025Q2: 113,531 shares; 2025Q3: 125,078 shares; 2025Q4: 148,923 shares; 2026Q1: 155,177 shares; 2026Q2: 150,387 shares 150,387 $24.9M 0.38% -4,790 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: 23,186 shares; 2024Q4: 23,859 shares; 2025Q1: 93,032 shares; 2025Q2: 99,934 shares; 2025Q3: 185,478 shares; 2025Q4: 209,043 shares; 2026Q1: 368,434 shares; 2026Q2: 347,637 shares 347,637 $24.8M 0.38% -20,797 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: 101,367 shares; 2024Q4: 99,383 shares; 2025Q1: 131,888 shares; 2025Q2: 161,798 shares; 2025Q3: 163,453 shares; 2025Q4: 196,353 shares; 2026Q1: 219,910 shares; 2026Q2: 208,789 shares 208,789 $24.5M 0.38% -11,121 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: 51,033 shares; 2024Q4: 54,030 shares; 2025Q1: 80,538 shares; 2025Q2: 65,911 shares; 2025Q3: 63,440 shares; 2025Q4: 136,134 shares; 2026Q1: 136,188 shares; 2026Q2: 128,398 shares 128,398 $24.5M 0.38% -7,790 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 428,995 shares; 2026Q2: 664,200 shares 664,200 $24.3M 0.37% +235,205 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: 13,708 shares; 2024Q4: 17,621 shares; 2025Q1: 21,937 shares; 2025Q2: 24,885 shares; 2025Q3: 27,495 shares; 2025Q4: 39,522 shares; 2026Q1: 49,152 shares; 2026Q2: 41,382 shares 41,382 $24M 0.37% -7,770 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: 21,617 shares; 2024Q4: 21,267 shares; 2025Q1: 36,317 shares; 2025Q2: 58,419 shares; 2025Q3: 73,261 shares; 2025Q4: 104,517 shares; 2026Q1: 105,490 shares; 2026Q2: 98,500 shares 98,500 $23.9M 0.37% -6,990 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: 26,543 shares; 2024Q4: 83,114 shares; 2025Q1: 176,182 shares; 2025Q2: 214,643 shares; 2025Q3: 320,635 shares; 2025Q4: 343,793 shares; 2026Q1: 571,918 shares; 2026Q2: 752,164 shares 752,164 $23.9M 0.37% +180,246 Timeline TRBF ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 311,673 shares; 2026Q1: 352,537 shares; 2026Q2: 480,470 shares 480,470 $23.7M 0.36% +127,933 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,535 shares; 2025Q1: 57,629 shares; 2025Q2: 65,159 shares; 2025Q3: 67,600 shares; 2025Q4: 69,808 shares; 2026Q1: 102,512 shares; 2026Q2: 177,746 shares 177,746 $23.7M 0.36% +75,234 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,623 shares; 2024Q4: 5,925 shares; 2025Q1: 5,827 shares; 2025Q2: 5,333 shares; 2025Q3: 5,599 shares; 2025Q4: 76,311 shares; 2026Q1: 77,670 shares; 2026Q2: 77,729 shares 77,729 $22.6M 0.35% +59 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: 2,850 shares; 2024Q4: 7,658 shares; 2025Q1: 36,542 shares; 2025Q2: 39,893 shares; 2025Q3: 50,174 shares; 2025Q4: 59,844 shares; 2026Q1: 67,475 shares; 2026Q2: 63,860 shares 63,860 $21.8M 0.33% -3,615 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: 6,671 shares; 2024Q4: 6,434 shares; 2025Q1: 12,621 shares; 2025Q2: 19,494 shares; 2025Q3: 21,616 shares; 2025Q4: 23,519 shares; 2026Q1: 23,562 shares; 2026Q2: 20,184 shares 20,184 $21.5M 0.33% -3,378 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: 135,390 shares; 2024Q4: 129,447 shares; 2025Q1: 142,228 shares; 2025Q2: 177,634 shares; 2025Q3: 166,195 shares; 2025Q4: 169,080 shares; 2026Q1: 178,296 shares; 2026Q2: 182,940 shares 182,940 $21.3M 0.33% +4,644 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: 4,818 shares; 2024Q4: 4,452 shares; 2025Q1: 6,846 shares; 2025Q2: 10,062 shares; 2025Q3: 12,808 shares; 2025Q4: 23,955 shares; 2026Q1: 23,217 shares; 2026Q2: 22,635 shares 22,635 $21.2M 0.33% -582 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: 96,911 shares; 2024Q4: 122,395 shares; 2025Q1: 207,911 shares; 2025Q2: 214,552 shares; 2025Q3: 217,448 shares; 2025Q4: 220,814 shares; 2026Q1: 399,950 shares; 2026Q2: 259,141 shares 259,141 $21M 0.32% -140,809 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: 10,131 shares; 2024Q4: 10,923 shares; 2025Q1: 32,294 shares; 2025Q2: 34,380 shares; 2025Q3: 41,217 shares; 2025Q4: 42,709 shares; 2026Q1: 43,804 shares; 2026Q2: 43,938 shares 43,938 $21M 0.32% +134 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: 4,670 shares; 2025Q1: not reported; 2025Q2: 137,174 shares; 2025Q3: 223,613 shares; 2025Q4: 255,781 shares; 2026Q1: 318,685 shares; 2026Q2: 337,332 shares 337,332 $21M 0.32% +18,647 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: 18,432 shares; 2024Q4: 17,936 shares; 2025Q1: 30,254 shares; 2025Q2: 38,434 shares; 2025Q3: 45,171 shares; 2025Q4: 57,697 shares; 2026Q1: 59,767 shares; 2026Q2: 60,859 shares 60,859 $20.9M 0.32% +1,092 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,917 shares; 2026Q1: 276,840 shares; 2026Q2: 414,827 shares 414,827 $20.9M 0.32% +137,987 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,336 shares; 2024Q4: 24,782 shares; 2025Q1: 37,662 shares; 2025Q2: 38,989 shares; 2025Q3: 48,367 shares; 2025Q4: 92,086 shares; 2026Q1: 217,518 shares; 2026Q2: 294,629 shares 294,629 $20M 0.31% +77,111 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: 103,995 shares; 2024Q4: 109,008 shares; 2025Q1: 117,078 shares; 2025Q2: 129,466 shares; 2025Q3: 144,509 shares; 2025Q4: 154,170 shares; 2026Q1: 202,443 shares; 2026Q2: 208,779 shares 208,779 $20M 0.31% +6,336 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: 9,045 shares; 2024Q4: 10,588 shares; 2025Q1: 34,093 shares; 2025Q2: 32,584 shares; 2025Q3: 22,079 shares; 2025Q4: 25,748 shares; 2026Q1: 24,146 shares; 2026Q2: 27,411 shares 27,411 $19.8M 0.3% +3,265 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: 24,720 shares; 2024Q4: 23,451 shares; 2025Q1: 36,548 shares; 2025Q2: 43,830 shares; 2025Q3: 48,264 shares; 2025Q4: 53,004 shares; 2026Q1: 61,134 shares; 2026Q2: 55,880 shares 55,880 $19.7M 0.3% -5,254 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: 13,121 shares; 2024Q4: 14,704 shares; 2025Q1: 26,952 shares; 2025Q2: 41,380 shares; 2025Q3: 39,522 shares; 2025Q4: 42,519 shares; 2026Q1: 43,419 shares; 2026Q2: 43,924 shares 43,924 $19M 0.29% +505 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,880 shares; 2024Q4: 46,210 shares; 2025Q1: 57,636 shares; 2025Q2: 71,341 shares; 2025Q3: 85,427 shares; 2025Q4: 116,273 shares; 2026Q1: 119,821 shares; 2026Q2: 128,527 shares 128,527 $18.8M 0.29% +8,706 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535,183 shares; 2024Q4: 216,090 shares; 2025Q1: 223,991 shares; 2025Q2: 232,882 shares; 2025Q3: 241,011 shares; 2025Q4: 255,476 shares; 2026Q1: 278,865 shares; 2026Q2: 294,751 shares 294,751 $18.8M 0.29% +15,886 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: 137,194 shares; 2024Q4: 177,289 shares; 2025Q1: 241,347 shares; 2025Q2: 267,448 shares; 2025Q3: 286,406 shares; 2025Q4: 295,689 shares; 2026Q1: 861,728 shares; 2026Q2: 435,309 shares 435,309 $18.8M 0.29% -426,419 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: 138,427 shares; 2024Q4: 151,419 shares; 2025Q1: 186,563 shares; 2025Q2: 219,493 shares; 2025Q3: 245,188 shares; 2025Q4: 290,861 shares; 2026Q1: 299,224 shares; 2026Q2: 320,925 shares 320,925 $18.5M 0.28% +21,701 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: 5,605 shares; 2024Q4: 6,526 shares; 2025Q1: 47,961 shares; 2025Q2: 57,267 shares; 2025Q3: 61,315 shares; 2025Q4: 74,876 shares; 2026Q1: 79,315 shares; 2026Q2: 80,300 shares 80,300 $18.2M 0.28% +985 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: 45,982 shares; 2024Q4: 42,245 shares; 2025Q1: 40,274 shares; 2025Q2: 60,615 shares; 2025Q3: 71,669 shares; 2025Q4: 76,249 shares; 2026Q1: 73,308 shares; 2026Q2: 102,848 shares 102,848 $18.1M 0.28% +29,540 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,412 shares; 2024Q4: 198,417 shares; 2025Q1: 211,331 shares; 2025Q2: 205,238 shares; 2025Q3: 203,919 shares; 2025Q4: 197,446 shares; 2026Q1: 204,154 shares; 2026Q2: 179,817 shares 179,817 $18.1M 0.28% -24,337 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: 42,609 shares; 2024Q4: 36,591 shares; 2025Q1: 45,500 shares; 2025Q2: 67,081 shares; 2025Q3: 79,966 shares; 2025Q4: 141,002 shares; 2026Q1: 146,131 shares; 2026Q2: 140,968 shares 140,968 $18.1M 0.28% -5,163 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343,450 shares; 2026Q1: 344,159 shares; 2026Q2: 361,785 shares 361,785 $18M 0.28% +17,626 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: 16,223 shares; 2024Q4: 19,954 shares; 2025Q1: 26,059 shares; 2025Q2: 26,667 shares; 2025Q3: 38,461 shares; 2025Q4: 38,319 shares; 2026Q1: 31,688 shares; 2026Q2: 27,972 shares 27,972 $17.9M 0.27% -3,716 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: 35,265 shares; 2024Q4: 39,540 shares; 2025Q1: 45,787 shares; 2025Q2: 50,851 shares; 2025Q3: 57,348 shares; 2025Q4: 53,533 shares; 2026Q1: 44,483 shares; 2026Q2: 45,936 shares 45,936 $16.9M 0.26% +1,453 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: 22,834 shares; 2024Q4: 19,612 shares; 2025Q1: 86,472 shares; 2025Q2: 105,099 shares; 2025Q3: 122,871 shares; 2025Q4: 170,278 shares; 2026Q1: 176,167 shares; 2026Q2: 189,577 shares 189,577 $16.6M 0.26% +13,410 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,422 shares; 2025Q4: 83,919 shares; 2026Q1: 277,821 shares; 2026Q2: 336,389 shares 336,389 $16.6M 0.25% +58,568 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: 33,975 shares; 2024Q4: 33,866 shares; 2025Q1: 38,045 shares; 2025Q2: 42,008 shares; 2025Q3: 48,656 shares; 2025Q4: 68,172 shares; 2026Q1: 71,885 shares; 2026Q2: 65,660 shares 65,660 $16.5M 0.25% -6,225 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: 97,929 shares; 2024Q4: 95,299 shares; 2025Q1: 151,057 shares; 2025Q2: 156,398 shares; 2025Q3: 173,601 shares; 2025Q4: 201,797 shares; 2026Q1: 209,500 shares; 2026Q2: 202,911 shares 202,911 $16.5M 0.25% -6,589 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: 112,464 shares; 2024Q4: 109,384 shares; 2025Q1: 123,242 shares; 2025Q2: 177,269 shares; 2025Q3: 192,747 shares; 2025Q4: 222,038 shares; 2026Q1: 256,449 shares; 2026Q2: 285,711 shares 285,711 $16.3M 0.25% +29,262 Timeline RUSC RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; 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: 401,700 shares 401,700 $15.7M 0.24% new 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: 17,736 shares; 2024Q4: 20,062 shares; 2025Q1: 22,270 shares; 2025Q2: 23,662 shares; 2025Q3: 27,309 shares; 2025Q4: 33,265 shares; 2026Q1: 38,553 shares; 2026Q2: 37,118 shares 37,118 $15.6M 0.24% -1,435 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,814 shares; 2024Q4: 5,814 shares; 2025Q1: 6,000 shares; 2025Q2: 6,102 shares; 2025Q3: 6,102 shares; 2025Q4: 141,935 shares; 2026Q1: 146,271 shares; 2026Q2: 148,157 shares 148,157 $15.6M 0.24% +1,886 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: 27,655 shares; 2024Q4: 29,023 shares; 2025Q1: 43,759 shares; 2025Q2: 94,345 shares; 2025Q3: 91,109 shares; 2025Q4: 101,994 shares; 2026Q1: 108,025 shares; 2026Q2: 111,130 shares 111,130 $15.6M 0.24% +3,105 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: 8,696 shares; 2024Q4: 10,939 shares; 2025Q1: 24,846 shares; 2025Q2: 29,769 shares; 2025Q3: 101,327 shares; 2025Q4: 96,032 shares; 2026Q1: 92,014 shares; 2026Q2: 93,927 shares 93,927 $15.4M 0.24% +1,913 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: 41,623 shares; 2024Q4: 43,783 shares; 2025Q1: 36,428 shares; 2025Q2: 21,091 shares; 2025Q3: 22,630 shares; 2025Q4: 47,338 shares; 2026Q1: 27,483 shares; 2026Q2: 50,684 shares 50,684 $15.2M 0.23% +23,201 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: 128,983 shares; 2024Q4: 122,795 shares; 2025Q1: 136,689 shares; 2025Q2: 157,117 shares; 2025Q3: 180,284 shares; 2025Q4: 208,404 shares; 2026Q1: 415,315 shares; 2026Q2: 402,374 shares 402,374 $14.7M 0.23% -12,941 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: 164,658 shares; 2024Q4: 188,598 shares; 2025Q1: 76,558 shares; 2025Q2: 85,621 shares; 2025Q3: 100,553 shares; 2025Q4: 162,612 shares; 2026Q1: 168,486 shares; 2026Q2: 170,811 shares 170,811 $14.6M 0.22% +2,325 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: 25,498 shares; 2024Q4: 20,461 shares; 2025Q1: 31,401 shares; 2025Q2: 56,161 shares; 2025Q3: 59,742 shares; 2025Q4: 78,128 shares; 2026Q1: 80,912 shares; 2026Q2: 74,467 shares 74,467 $14.1M 0.22% -6,445 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: 36,122 shares; 2024Q4: 45,975 shares; 2025Q1: 194,651 shares; 2025Q2: 185,123 shares; 2025Q3: 205,101 shares; 2025Q4: 192,178 shares; 2026Q1: 211,410 shares; 2026Q2: 225,819 shares 225,819 $14M 0.22% +14,409 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: 134,285 shares; 2024Q4: 133,751 shares; 2025Q1: 156,526 shares; 2025Q2: 155,517 shares; 2025Q3: 143,612 shares; 2025Q4: 252,955 shares; 2026Q1: 191,845 shares; 2026Q2: 183,918 shares 183,918 $13.9M 0.21% -7,927 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,815 shares; 2025Q2: 54,936 shares; 2025Q3: 251,687 shares; 2025Q4: 299,860 shares; 2026Q1: 1,203,036 shares; 2026Q2: 302,038 shares 302,038 $13.9M 0.21% -900,998 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 822 shares; 2025Q1: 16,593 shares; 2025Q2: 18,915 shares; 2025Q3: 19,486 shares; 2025Q4: 19,638 shares; 2026Q1: 17,835 shares; 2026Q2: 18,730 shares 18,730 $13.5M 0.21% +895 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,461 shares; 2024Q4: 29,193 shares; 2025Q1: 41,144 shares; 2025Q2: 43,162 shares; 2025Q3: 35,855 shares; 2025Q4: 39,664 shares; 2026Q1: 59,015 shares; 2026Q2: 55,500 shares 55,500 $13.5M 0.21% -3,515 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: 8,085 shares; 2024Q4: 8,240 shares; 2025Q1: 13,080 shares; 2025Q2: 24,149 shares; 2025Q3: 26,466 shares; 2025Q4: 72,778 shares; 2026Q1: 63,632 shares; 2026Q2: 56,820 shares 56,820 $13.4M 0.21% -6,812 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: 19,319 shares; 2024Q4: 21,985 shares; 2025Q1: 93,419 shares; 2025Q2: 106,399 shares; 2025Q3: 184,895 shares; 2025Q4: 160,477 shares; 2026Q1: 227,791 shares; 2026Q2: 181,965 shares 181,965 $13.4M 0.21% -45,826 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: 69,220 shares; 2024Q4: 64,924 shares; 2025Q1: 71,135 shares; 2025Q2: 77,679 shares; 2025Q3: 96,349 shares; 2025Q4: 157,268 shares; 2026Q1: 131,630 shares; 2026Q2: 137,384 shares 137,384 $13.3M 0.2% +5,754 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: 19,205 shares; 2024Q4: 12,613 shares; 2025Q1: 22,816 shares; 2025Q2: 29,227 shares; 2025Q3: 34,876 shares; 2025Q4: 39,035 shares; 2026Q1: 40,686 shares; 2026Q2: 164,430 shares 164,430 $13.2M 0.2% +123,744 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: 33,983 shares; 2024Q4: 23,510 shares; 2025Q1: 45,750 shares; 2025Q2: 48,051 shares; 2025Q3: 45,883 shares; 2025Q4: 46,620 shares; 2026Q1: 103,457 shares; 2026Q2: 104,200 shares 104,200 $13.2M 0.2% +743 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: 3,406 shares; 2024Q4: 3,637 shares; 2025Q1: 6,439 shares; 2025Q2: 7,030 shares; 2025Q3: 9,178 shares; 2025Q4: 158,400 shares; 2026Q1: 180,793 shares; 2026Q2: 181,033 shares 181,033 $12.9M 0.2% +240 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 471,663 shares; 2025Q2: 524,281 shares; 2025Q3: 581,016 shares; 2025Q4: 628,652 shares; 2026Q1: 779,151 shares; 2026Q2: 806,910 shares 806,910 $12.8M 0.2% +27,759 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: 13,304 shares; 2024Q4: 14,533 shares; 2025Q1: 16,154 shares; 2025Q2: 17,477 shares; 2025Q3: 19,050 shares; 2025Q4: 20,736 shares; 2026Q1: 26,980 shares; 2026Q2: 32,217 shares 32,217 $12.8M 0.2% +5,237 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: 3,636 shares; 2024Q4: 2,674 shares; 2025Q1: 5,502 shares; 2025Q2: 5,889 shares; 2025Q3: 31,590 shares; 2025Q4: 39,789 shares; 2026Q1: 42,524 shares; 2026Q2: 47,032 shares 47,032 $12.8M 0.2% +4,508 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,090 shares; 2024Q4: 75,156 shares; 2025Q1: 133,934 shares; 2025Q2: 155,155 shares; 2025Q3: 151,628 shares; 2025Q4: 151,966 shares; 2026Q1: 146,207 shares; 2026Q2: 141,543 shares 141,543 $12.7M 0.2% -4,664 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,939 shares; 2024Q4: 39,153 shares; 2025Q1: 62,975 shares; 2025Q2: 69,466 shares; 2025Q3: 69,557 shares; 2025Q4: 75,067 shares; 2026Q1: 76,733 shares; 2026Q2: 79,762 shares 79,762 $12.7M 0.19% +3,029 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: 15,013 shares; 2024Q4: 29,041 shares; 2025Q1: 52,566 shares; 2025Q2: 59,246 shares; 2025Q3: 64,510 shares; 2025Q4: 83,800 shares; 2026Q1: 97,161 shares; 2026Q2: 66,490 shares 66,490 $12.3M 0.19% -30,671 Timeline ILTB 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: 72,046 shares; 2026Q1: 91,731 shares; 2026Q2: 247,673 shares 247,673 $12.2M 0.19% +155,942 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,717 shares; 2024Q4: 52,447 shares; 2025Q1: 53,701 shares; 2025Q2: 56,705 shares; 2025Q3: 69,513 shares; 2025Q4: 77,030 shares; 2026Q1: 79,937 shares; 2026Q2: 84,181 shares 84,181 $12.2M 0.19% +4,244 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: 9,451 shares; 2024Q4: 17,304 shares; 2025Q1: 165,229 shares; 2025Q2: 190,232 shares; 2025Q3: 198,150 shares; 2025Q4: 201,441 shares; 2026Q1: 202,018 shares; 2026Q2: 209,016 shares 209,016 $12.2M 0.19% +6,998 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: 7,312 shares; 2024Q4: 9,931 shares; 2025Q1: 10,819 shares; 2025Q2: 12,291 shares; 2025Q3: 13,449 shares; 2025Q4: 15,113 shares; 2026Q1: 16,193 shares; 2026Q2: 15,935 shares 15,935 $12.2M 0.19% -258 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: 50,435 shares; 2024Q4: 50,791 shares; 2025Q1: 84,994 shares; 2025Q2: 86,774 shares; 2025Q3: 115,972 shares; 2025Q4: 226,954 shares; 2026Q1: 217,066 shares; 2026Q2: 203,635 shares 203,635 $12.2M 0.19% -13,431 Timeline RIFR RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 268,907 shares; 2026Q1: 346,731 shares; 2026Q2: 426,512 shares 426,512 $12.2M 0.19% +79,781 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: 37,781 shares; 2024Q4: 35,377 shares; 2025Q1: 101,175 shares; 2025Q2: 111,943 shares; 2025Q3: 132,422 shares; 2025Q4: 145,197 shares; 2026Q1: 145,191 shares; 2026Q2: 146,009 shares 146,009 $12.1M 0.19% +818 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: 104,577 shares; 2024Q4: 105,664 shares; 2025Q1: 169,187 shares; 2025Q2: 192,479 shares; 2025Q3: 227,552 shares; 2025Q4: 277,436 shares; 2026Q1: 332,384 shares; 2026Q2: 283,192 shares 283,192 $12M 0.18% -49,192 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,983 shares; 2024Q4: 1,811 shares; 2025Q1: 1,815 shares; 2025Q2: 1,854 shares; 2025Q3: 2,033 shares; 2025Q4: 28,782 shares; 2026Q1: 55,782 shares; 2026Q2: 62,845 shares 62,845 $11.8M 0.18% +7,063 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: 82,176 shares; 2024Q4: 82,334 shares; 2025Q1: 97,269 shares; 2025Q2: 144,362 shares; 2025Q3: 145,697 shares; 2025Q4: 154,997 shares; 2026Q1: 178,722 shares; 2026Q2: 163,015 shares 163,015 $11.7M 0.18% -15,707 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,648 shares; 2025Q3: 25,019 shares; 2025Q4: 26,192 shares; 2026Q1: 26,749 shares; 2026Q2: 45,811 shares 45,811 $11.7M 0.18% +19,062 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: 18,576 shares; 2024Q4: 2,012 shares; 2025Q1: 2,482 shares; 2025Q2: 6,327 shares; 2025Q3: 8,181 shares; 2025Q4: 8,762 shares; 2026Q1: 9,109 shares; 2026Q2: 9,881 shares 9,881 $11.6M 0.18% +772 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: 31,321 shares; 2024Q4: 32,007 shares; 2025Q1: 74,760 shares; 2025Q2: 78,900 shares; 2025Q3: 108,599 shares; 2025Q4: 147,261 shares; 2026Q1: 136,389 shares; 2026Q2: 159,935 shares 159,935 $11.5M 0.18% +23,546 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: 5,562 shares; 2024Q4: 5,767 shares; 2025Q1: 6,234 shares; 2025Q2: 8,691 shares; 2025Q3: 9,575 shares; 2025Q4: 10,969 shares; 2026Q1: 12,524 shares; 2026Q2: 11,409 shares 11,409 $11.5M 0.18% -1,115 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: 35,577 shares; 2024Q4: 31,107 shares; 2025Q1: 34,911 shares; 2025Q2: 46,018 shares; 2025Q3: 47,506 shares; 2025Q4: 109,628 shares; 2026Q1: 112,924 shares; 2026Q2: 110,535 shares 110,535 $11.5M 0.18% -2,389 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: 5,918 shares; 2024Q4: 5,771 shares; 2025Q1: 15,993 shares; 2025Q2: 16,952 shares; 2025Q3: 21,499 shares; 2025Q4: 28,414 shares; 2026Q1: 47,725 shares; 2026Q2: 38,483 shares 38,483 $11.5M 0.18% -9,242 Timeline XT 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: 80,782 shares; 2025Q2: 85,960 shares; 2025Q3: 92,224 shares; 2025Q4: 99,299 shares; 2026Q1: 134,859 shares; 2026Q2: 138,057 shares 138,057 $11.4M 0.18% +3,198 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: 18,206 shares; 2024Q4: 72,147 shares; 2025Q1: 93,320 shares; 2025Q2: 192,423 shares; 2025Q3: 182,010 shares; 2025Q4: 189,887 shares; 2026Q1: 262,816 shares; 2026Q2: 336,850 shares 336,850 $11.4M 0.18% +74,034 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,094 shares; 2025Q2: 112,900 shares; 2025Q3: 122,153 shares; 2025Q4: 131,599 shares; 2026Q1: 136,587 shares; 2026Q2: 143,703 shares 143,703 $11.4M 0.17% +7,116 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,431 shares; 2024Q4: 86,351 shares; 2025Q1: 282,193 shares; 2025Q2: 286,486 shares; 2025Q3: 293,770 shares; 2025Q4: 295,291 shares; 2026Q1: 466,253 shares; 2026Q2: 405,911 shares 405,911 $11.2M 0.17% -60,342 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $11.2M 0.17% 0 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: 6,023 shares; 2024Q4: 6,411 shares; 2025Q1: 9,264 shares; 2025Q2: 20,063 shares; 2025Q3: 22,294 shares; 2025Q4: 24,807 shares; 2026Q1: 30,766 shares; 2026Q2: 29,835 shares 29,835 $11.2M 0.17% -931 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: 18,735 shares; 2024Q4: 17,986 shares; 2025Q1: 25,470 shares; 2025Q2: 26,285 shares; 2025Q3: 31,803 shares; 2025Q4: 37,710 shares; 2026Q1: 49,253 shares; 2026Q2: 39,435 shares 39,435 $11.1M 0.17% -9,818 Timeline DUHP 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: 200,072 shares; 2024Q4: 242,613 shares; 2025Q1: 215,254 shares; 2025Q2: 220,814 shares; 2025Q3: 236,975 shares; 2025Q4: 278,270 shares; 2026Q1: 269,074 shares; 2026Q2: 265,683 shares 265,683 $11.1M 0.17% -3,391 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,799 shares; 2024Q4: 2,814 shares; 2025Q1: 2,826 shares; 2025Q2: 2,842 shares; 2025Q3: 2,856 shares; 2025Q4: 18,918 shares; 2026Q1: 126,091 shares; 2026Q2: 114,201 shares 114,201 $11M 0.17% -11,890 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: 60,725 shares; 2024Q4: 64,624 shares; 2025Q1: 78,377 shares; 2025Q2: 93,693 shares; 2025Q3: 102,936 shares; 2025Q4: 110,970 shares; 2026Q1: 119,305 shares; 2026Q2: 139,771 shares 139,771 $10.9M 0.17% +20,466 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: 14,408 shares; 2024Q4: 17,212 shares; 2025Q1: 34,175 shares; 2025Q2: 29,053 shares; 2025Q3: 29,236 shares; 2025Q4: 56,371 shares; 2026Q1: 56,697 shares; 2026Q2: 50,254 shares 50,254 $10.9M 0.17% -6,443 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: 24,749 shares; 2024Q4: 24,622 shares; 2025Q1: 26,726 shares; 2025Q2: 42,393 shares; 2025Q3: 48,305 shares; 2025Q4: 52,935 shares; 2026Q1: 60,787 shares; 2026Q2: 59,489 shares 59,489 $10.8M 0.17% -1,298 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,605 shares; 2024Q4: 3,768 shares; 2025Q1: 3,816 shares; 2025Q2: 13,699 shares; 2025Q3: 128,012 shares; 2025Q4: 104,705 shares; 2026Q1: 105,789 shares; 2026Q2: 106,301 shares 106,301 $10.7M 0.16% +512 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: 11,320 shares; 2024Q4: 9,719 shares; 2025Q1: 15,350 shares; 2025Q2: 19,431 shares; 2025Q3: 22,283 shares; 2025Q4: 22,023 shares; 2026Q1: 24,760 shares; 2026Q2: 25,742 shares 25,742 $10.7M 0.16% +982 Timeline PFIG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,069 shares; 2026Q1: 279,432 shares; 2026Q2: 445,889 shares 445,889 $10.7M 0.16% +166,457 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: not reported; 2024Q4: not reported; 2025Q1: 198,412 shares; 2025Q2: 203,679 shares; 2025Q3: 224,760 shares; 2025Q4: 254,764 shares; 2026Q1: 238,477 shares; 2026Q2: 258,044 shares 258,044 $10.6M 0.16% +19,567 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: 88,700 shares; 2024Q4: 93,819 shares; 2025Q1: 118,118 shares; 2025Q2: 137,252 shares; 2025Q3: 93,081 shares; 2025Q4: 200,993 shares; 2026Q1: 197,344 shares; 2026Q2: 198,251 shares 198,251 $10.5M 0.16% +907 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: 20,003 shares; 2024Q4: 10,552 shares; 2025Q1: 62,148 shares; 2025Q2: 78,757 shares; 2025Q3: 98,186 shares; 2025Q4: 116,566 shares; 2026Q1: 131,590 shares; 2026Q2: 140,994 shares 140,994 $10.5M 0.16% +9,404 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,244 shares; 2025Q3: 46,058 shares; 2025Q4: 51,328 shares; 2026Q1: 55,429 shares; 2026Q2: 61,426 shares 61,426 $10.4M 0.16% +5,997 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,346 shares; 2024Q4: 4,461 shares; 2025Q1: 4,155 shares; 2025Q2: 25,361 shares; 2025Q3: 28,563 shares; 2025Q4: 78,797 shares; 2026Q1: 77,216 shares; 2026Q2: 75,901 shares 75,901 $10.4M 0.16% -1,315 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,770 shares; 2024Q4: 7,146 shares; 2025Q1: 17,216 shares; 2025Q2: 18,212 shares; 2025Q3: 25,316 shares; 2025Q4: 41,008 shares; 2026Q1: 42,467 shares; 2026Q2: 42,630 shares 42,630 $10.4M 0.16% +163 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: 9,065 shares; 2024Q4: 9,723 shares; 2025Q1: 15,910 shares; 2025Q2: 18,420 shares; 2025Q3: 19,706 shares; 2025Q4: 20,323 shares; 2026Q1: 20,261 shares; 2026Q2: 20,135 shares 20,135 $10.3M 0.16% -126 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,622 shares; 2025Q2: 139,145 shares; 2025Q3: 149,288 shares; 2025Q4: 159,033 shares; 2026Q1: 171,141 shares; 2026Q2: 181,244 shares 181,244 $10.2M 0.16% +10,103 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: 168,591 shares; 2024Q4: 163,190 shares; 2025Q1: 173,760 shares; 2025Q2: 198,651 shares; 2025Q3: 216,607 shares; 2025Q4: 380,670 shares; 2026Q1: 410,747 shares; 2026Q2: 411,666 shares 411,666 $9.91M 0.15% +919 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: 19,521 shares; 2024Q4: 16,653 shares; 2025Q1: 18,862 shares; 2025Q2: 21,847 shares; 2025Q3: 40,665 shares; 2025Q4: 127,643 shares; 2026Q1: 435,812 shares; 2026Q2: 433,748 shares 433,748 $9.88M 0.15% -2,064 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: 29,692 shares; 2024Q4: 29,385 shares; 2025Q1: 41,576 shares; 2025Q2: 79,710 shares; 2025Q3: 106,961 shares; 2025Q4: 123,712 shares; 2026Q1: 606,352 shares; 2026Q2: 173,404 shares 173,404 $9.79M 0.15% -432,948 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,251 shares; 2024Q4: 29,507 shares; 2025Q1: 39,371 shares; 2025Q2: 40,868 shares; 2025Q3: 44,359 shares; 2025Q4: 55,932 shares; 2026Q1: 75,028 shares; 2026Q2: 82,869 shares 82,869 $9.75M 0.15% +7,841 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: 99,675 shares; 2025Q3: 50,838 shares; 2025Q4: not reported; 2026Q1: 46,301 shares; 2026Q2: 192,830 shares 192,830 $9.74M 0.15% +146,529 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: 3,929 shares; 2024Q4: 3,823 shares; 2025Q1: 12,134 shares; 2025Q2: 17,676 shares; 2025Q3: 21,762 shares; 2025Q4: 26,837 shares; 2026Q1: 26,574 shares; 2026Q2: 26,885 shares 26,885 $9.74M 0.15% +311 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,612 shares; 2024Q4: 65,425 shares; 2025Q1: 89,309 shares; 2025Q2: 91,637 shares; 2025Q3: 89,792 shares; 2025Q4: 106,015 shares; 2026Q1: 220,994 shares; 2026Q2: 209,045 shares 209,045 $9.65M 0.15% -11,949 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,186 shares; 2024Q4: 38,729 shares; 2025Q1: 49,720 shares; 2025Q2: 53,974 shares; 2025Q3: 59,259 shares; 2025Q4: 67,998 shares; 2026Q1: 72,584 shares; 2026Q2: 97,779 shares 97,779 $9.61M 0.15% +25,195 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,805 shares; 2024Q4: 66,412 shares; 2025Q1: 71,491 shares; 2025Q2: 73,948 shares; 2025Q3: 82,025 shares; 2025Q4: 90,734 shares; 2026Q1: 100,774 shares; 2026Q2: 112,449 shares 112,449 $9.51M 0.15% +11,675 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,235 shares; 2025Q4: 158,396 shares; 2026Q1: 156,634 shares; 2026Q2: 138,763 shares 138,763 $9.41M 0.14% -17,871 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: 11,615 shares; 2024Q4: 11,011 shares; 2025Q1: 14,017 shares; 2025Q2: 15,209 shares; 2025Q3: 15,278 shares; 2025Q4: 19,498 shares; 2026Q1: 21,916 shares; 2026Q2: 17,897 shares 17,897 $9.19M 0.14% -4,019 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273,366 shares; 2026Q2: 320,886 shares 320,886 $9.11M 0.14% +47,520 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: 81,357 shares; 2024Q4: 81,089 shares; 2025Q1: 157,749 shares; 2025Q2: 292,264 shares; 2025Q3: 302,144 shares; 2025Q4: 310,180 shares; 2026Q1: 301,894 shares; 2026Q2: 284,806 shares 284,806 $9.11M 0.14% -17,088 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: 25,393 shares; 2024Q4: 29,304 shares; 2025Q1: 29,686 shares; 2025Q2: 32,282 shares; 2025Q3: 34,326 shares; 2025Q4: 37,622 shares; 2026Q1: 39,238 shares; 2026Q2: 43,419 shares 43,419 $8.94M 0.14% +4,181 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,116 shares; 2024Q4: 9,229 shares; 2025Q1: 9,836 shares; 2025Q2: 86,042 shares; 2025Q3: 95,291 shares; 2025Q4: 94,542 shares; 2026Q1: 94,526 shares; 2026Q2: 95,481 shares 95,481 $8.94M 0.14% +955 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,209 shares; 2024Q4: 17,286 shares; 2025Q1: 54,719 shares; 2025Q2: 57,716 shares; 2025Q3: 76,101 shares; 2025Q4: 89,741 shares; 2026Q1: 97,887 shares; 2026Q2: 92,135 shares 92,135 $8.88M 0.14% -5,752 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: 161,706 shares; 2024Q4: 175,574 shares; 2025Q1: 220,869 shares; 2025Q2: 215,950 shares; 2025Q3: 199,471 shares; 2025Q4: 220,121 shares; 2026Q1: 183,032 shares; 2026Q2: 165,472 shares 165,472 $8.87M 0.14% -17,560 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: 9,049 shares; 2024Q4: 11,433 shares; 2025Q1: 10,363 shares; 2025Q2: 13,640 shares; 2025Q3: 13,370 shares; 2025Q4: 27,050 shares; 2026Q1: 60,921 shares; 2026Q2: 93,646 shares 93,646 $8.86M 0.14% +32,725 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: 10,749 shares; 2024Q4: 13,126 shares; 2025Q1: 15,577 shares; 2025Q2: 19,887 shares; 2025Q3: 22,335 shares; 2025Q4: 25,209 shares; 2026Q1: 27,369 shares; 2026Q2: 30,143 shares 30,143 $8.84M 0.14% +2,774 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: 6,079 shares; 2024Q4: 7,544 shares; 2025Q1: 7,338 shares; 2025Q2: 11,734 shares; 2025Q3: 12,240 shares; 2025Q4: 12,291 shares; 2026Q1: 12,104 shares; 2026Q2: 12,337 shares 12,337 $8.8M 0.14% +233 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: 12,039 shares; 2025Q1: 95,275 shares; 2025Q2: 109,122 shares; 2025Q3: 111,281 shares; 2025Q4: 46,153 shares; 2026Q1: 46,442 shares; 2026Q2: 50,816 shares 50,816 $8.63M 0.13% +4,374 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,375 shares; 2024Q4: 11,141 shares; 2025Q1: 13,939 shares; 2025Q2: 15,682 shares; 2025Q3: 21,407 shares; 2025Q4: 22,824 shares; 2026Q1: 32,802 shares; 2026Q2: 53,314 shares 53,314 $8.61M 0.13% +20,512 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: 11,049 shares; 2024Q4: 6,726 shares; 2025Q1: 11,601 shares; 2025Q2: 12,758 shares; 2025Q3: 14,827 shares; 2025Q4: 14,044 shares; 2026Q1: 86,786 shares; 2026Q2: 86,957 shares 86,957 $8.61M 0.13% +171 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: 13,849 shares; 2024Q4: 12,024 shares; 2025Q1: 22,217 shares; 2025Q2: 23,563 shares; 2025Q3: 27,162 shares; 2025Q4: 32,839 shares; 2026Q1: 35,295 shares; 2026Q2: 31,766 shares 31,766 $8.59M 0.13% -3,529 Timeline DUSB 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: 284,028 shares; 2024Q4: 147,684 shares; 2025Q1: 166,494 shares; 2025Q2: 113,695 shares; 2025Q3: 139,635 shares; 2025Q4: 169,312 shares; 2026Q1: 151,658 shares; 2026Q2: 168,178 shares 168,178 $8.54M 0.13% +16,520 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: 20,718 shares; 2024Q4: 21,868 shares; 2025Q1: 74,664 shares; 2025Q2: 100,118 shares; 2025Q3: 126,442 shares; 2025Q4: 130,330 shares; 2026Q1: 99,732 shares; 2026Q2: 91,968 shares 91,968 $8.43M 0.13% -7,764 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,009 shares; 2024Q4: 34,215 shares; 2025Q1: 68,769 shares; 2025Q2: 136,579 shares; 2025Q3: 274,015 shares; 2025Q4: 336,288 shares; 2026Q1: 323,437 shares; 2026Q2: 355,300 shares 355,300 $8.33M 0.13% +31,863 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: 20,816 shares; 2024Q4: 17,568 shares; 2025Q1: 35,575 shares; 2025Q2: 39,932 shares; 2025Q3: 39,599 shares; 2025Q4: 42,451 shares; 2026Q1: 50,149 shares; 2026Q2: 56,791 shares 56,791 $8.32M 0.13% +6,642 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: not reported; 2024Q4: not reported; 2025Q1: 36,244 shares; 2025Q2: 40,755 shares; 2025Q3: 44,874 shares; 2025Q4: 68,180 shares; 2026Q1: 103,070 shares; 2026Q2: 118,676 shares 118,676 $8.3M 0.13% +15,606 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,020 shares; 2024Q4: 41,205 shares; 2025Q1: 37,378 shares; 2025Q2: 32,513 shares; 2025Q3: 34,188 shares; 2025Q4: 33,146 shares; 2026Q1: 156,793 shares; 2026Q2: 152,694 shares 152,694 $8.25M 0.13% -4,099 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: 4,377 shares; 2024Q4: 917 shares; 2025Q1: 1,041 shares; 2025Q2: 1,703 shares; 2025Q3: 1,884 shares; 2025Q4: 2,262 shares; 2026Q1: 2,322 shares; 2026Q2: 4,128 shares 4,128 $8.21M 0.13% +1,806 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,179 shares; 2025Q2: 13,656 shares; 2025Q3: 13,514 shares; 2025Q4: 55,822 shares; 2026Q1: 56,397 shares; 2026Q2: 54,179 shares 54,179 $8M 0.12% -2,218 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: 37,838 shares; 2024Q4: 42,050 shares; 2025Q1: 60,810 shares; 2025Q2: 68,948 shares; 2025Q3: 57,647 shares; 2025Q4: 59,836 shares; 2026Q1: 50,139 shares; 2026Q2: 50,708 shares 50,708 $7.94M 0.12% +569 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: 13,080 shares; 2024Q4: 12,407 shares; 2025Q1: 10,949 shares; 2025Q2: 10,855 shares; 2025Q3: 10,472 shares; 2025Q4: 10,453 shares; 2026Q1: 287,970 shares; 2026Q2: 296,810 shares 296,810 $7.87M 0.12% +8,840 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: 85,252 shares; 2024Q4: 86,369 shares; 2025Q1: 103,253 shares; 2025Q2: 106,332 shares; 2025Q3: 102,033 shares; 2025Q4: 78,243 shares; 2026Q1: 70,649 shares; 2026Q2: 55,704 shares 55,704 $7.78M 0.12% -14,945 Timeline CEF 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: not reported; 2024Q4: not reported; 2025Q1: 261,726 shares; 2025Q2: 220,854 shares; 2025Q3: 236,763 shares; 2025Q4: 240,931 shares; 2026Q1: 173,748 shares; 2026Q2: 188,371 shares 188,371 $7.58M 0.12% +14,623 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,432 shares; 2024Q4: 8,131 shares; 2025Q1: 9,377 shares; 2025Q2: 12,118 shares; 2025Q3: 11,779 shares; 2025Q4: 20,133 shares; 2026Q1: 14,440 shares; 2026Q2: 14,394 shares 14,394 $7.52M 0.12% -46 Timeline RPV 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: 86,170 shares; 2024Q4: 83,487 shares; 2025Q1: 76,629 shares; 2025Q2: 71,617 shares; 2025Q3: 75,917 shares; 2025Q4: 62,178 shares; 2026Q1: 63,665 shares; 2026Q2: 65,771 shares 65,771 $7.49M 0.12% +2,106 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: 4,595 shares; 2024Q4: 3,542 shares; 2025Q1: 7,591 shares; 2025Q2: 9,408 shares; 2025Q3: 10,214 shares; 2025Q4: 10,802 shares; 2026Q1: 11,031 shares; 2026Q2: 11,797 shares 11,797 $7.48M 0.11% +766 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,705 shares; 2025Q3: 5,909 shares; 2025Q4: 18,470 shares; 2026Q1: 18,847 shares; 2026Q2: 60,219 shares 60,219 $7.41M 0.11% +41,372 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: 13,952 shares; 2024Q4: 10,667 shares; 2025Q1: 12,401 shares; 2025Q2: 14,125 shares; 2025Q3: 17,244 shares; 2025Q4: 20,281 shares; 2026Q1: 20,048 shares; 2026Q2: 24,539 shares 24,539 $7.31M 0.11% +4,491 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,128 shares; 2024Q4: 7,104 shares; 2025Q1: 7,177 shares; 2025Q2: 7,442 shares; 2025Q3: 7,583 shares; 2025Q4: 61,362 shares; 2026Q1: 69,863 shares; 2026Q2: 62,244 shares 62,244 $7.31M 0.11% -7,619 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: 5,706 shares; 2024Q4: 6,236 shares; 2025Q1: 16,841 shares; 2025Q2: 16,297 shares; 2025Q3: 15,602 shares; 2025Q4: 15,687 shares; 2026Q1: 14,311 shares; 2026Q2: 21,795 shares 21,795 $7.3M 0.11% +7,484 Timeline QGRO 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: 4,410 shares; 2024Q4: 4,532 shares; 2025Q1: 47,073 shares; 2025Q2: 48,134 shares; 2025Q3: 49,021 shares; 2025Q4: 49,625 shares; 2026Q1: 106,142 shares; 2026Q2: 61,656 shares 61,656 $7.28M 0.11% -44,486 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,203 shares; 2024Q4: 8,276 shares; 2025Q1: 16,332 shares; 2025Q2: 17,310 shares; 2025Q3: 17,805 shares; 2025Q4: 20,372 shares; 2026Q1: 42,037 shares; 2026Q2: 35,130 shares 35,130 $7.27M 0.11% -6,907 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: 41,237 shares; 2024Q4: 41,298 shares; 2025Q1: 70,479 shares; 2025Q2: 74,201 shares; 2025Q3: 74,386 shares; 2025Q4: 70,039 shares; 2026Q1: 64,822 shares; 2026Q2: 75,147 shares 75,147 $7.22M 0.11% +10,325 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,906 shares; 2024Q4: 6,972 shares; 2025Q1: 6,882 shares; 2025Q2: 28,933 shares; 2025Q3: 31,383 shares; 2025Q4: 49,537 shares; 2026Q1: 84,206 shares; 2026Q2: 86,128 shares 86,128 $7.21M 0.11% +1,922 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: 305 shares; 2024Q4: 607 shares; 2025Q1: 5,843 shares; 2025Q2: 6,082 shares; 2025Q3: 6,536 shares; 2025Q4: 6,372 shares; 2026Q1: 6,258 shares; 2026Q2: 6,353 shares 6,353 $7.2M 0.11% +95 Timeline FDEM 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: 97,246 shares; 2026Q1: 207,872 shares; 2026Q2: 195,868 shares 195,868 $7.12M 0.11% -12,004 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: 10,951 shares; 2024Q4: 10,987 shares; 2025Q1: 16,750 shares; 2025Q2: 17,289 shares; 2025Q3: 18,046 shares; 2025Q4: 17,957 shares; 2026Q1: 104,389 shares; 2026Q2: 103,795 shares 103,795 $7.01M 0.11% -594 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: 10,154 shares; 2024Q4: 11,008 shares; 2025Q1: 12,970 shares; 2025Q2: 13,084 shares; 2025Q3: 12,517 shares; 2025Q4: 13,636 shares; 2026Q1: 23,562 shares; 2026Q2: 56,090 shares 56,090 $6.98M 0.11% +32,528 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: 42,829 shares; 2024Q4: 48,900 shares; 2025Q1: 30,188 shares; 2025Q2: 42,855 shares; 2025Q3: 41,035 shares; 2025Q4: 43,160 shares; 2026Q1: 41,439 shares; 2026Q2: 41,098 shares 41,098 $6.95M 0.11% -341 Timeline IUSV 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: 3,827 shares; 2025Q2: 3,903 shares; 2025Q3: 4,084 shares; 2025Q4: 50,570 shares; 2026Q1: 57,409 shares; 2026Q2: 62,727 shares 62,727 $6.91M 0.11% +5,318 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,164 shares; 2024Q4: 84,412 shares; 2025Q1: 101,967 shares; 2025Q2: 112,380 shares; 2025Q3: 126,806 shares; 2025Q4: 141,052 shares; 2026Q1: 150,110 shares; 2026Q2: 162,058 shares 162,058 $6.87M 0.11% +11,948 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: 48,024 shares; 2024Q4: 52,362 shares; 2025Q1: 83,248 shares; 2025Q2: 107,306 shares; 2025Q3: 110,709 shares; 2025Q4: 118,115 shares; 2026Q1: 144,030 shares; 2026Q2: 166,308 shares 166,308 $6.87M 0.11% +22,278 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,821 shares; 2024Q4: 10,590 shares; 2025Q1: 21,640 shares; 2025Q2: 30,199 shares; 2025Q3: 50,147 shares; 2025Q4: 85,196 shares; 2026Q1: 122,464 shares; 2026Q2: 130,862 shares 130,862 $6.85M 0.11% +8,398 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: 26,690 shares; 2024Q4: 25,671 shares; 2025Q1: 27,469 shares; 2025Q2: 36,461 shares; 2025Q3: 38,701 shares; 2025Q4: 42,333 shares; 2026Q1: 42,288 shares; 2026Q2: 45,207 shares 45,207 $6.85M 0.11% +2,919 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: 7,292 shares; 2024Q4: 6,279 shares; 2025Q1: 11,467 shares; 2025Q2: 13,777 shares; 2025Q3: 16,183 shares; 2025Q4: 20,060 shares; 2026Q1: 21,263 shares; 2026Q2: 19,960 shares 19,960 $6.75M 0.1% -1,303 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: 24,614 shares; 2024Q4: 27,366 shares; 2025Q1: 57,169 shares; 2025Q2: 114,833 shares; 2025Q3: 128,444 shares; 2025Q4: 152,922 shares; 2026Q1: 154,902 shares; 2026Q2: 144,603 shares 144,603 $6.72M 0.1% -10,299 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: 3,520 shares; 2024Q4: 3,414 shares; 2025Q1: 8,252 shares; 2025Q2: 9,165 shares; 2025Q3: 9,949 shares; 2025Q4: 10,193 shares; 2026Q1: 60,056 shares; 2026Q2: 56,426 shares 56,426 $6.71M 0.1% -3,630 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: 8,175 shares; 2024Q4: 8,161 shares; 2025Q1: 14,151 shares; 2025Q2: 14,994 shares; 2025Q3: 20,217 shares; 2025Q4: 16,477 shares; 2026Q1: 33,947 shares; 2026Q2: 30,444 shares 30,444 $6.68M 0.1% -3,503 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,337 shares; 2024Q4: 18,802 shares; 2025Q1: 18,127 shares; 2025Q2: 14,180 shares; 2025Q3: 16,251 shares; 2025Q4: 34,984 shares; 2026Q1: 36,094 shares; 2026Q2: 37,336 shares 37,336 $6.67M 0.1% +1,242 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,373 shares; 2024Q4: 48,459 shares; 2025Q1: 46,574 shares; 2025Q2: 56,952 shares; 2025Q3: 75,954 shares; 2025Q4: 79,744 shares; 2026Q1: 96,257 shares; 2026Q2: 76,703 shares 76,703 $6.63M 0.1% -19,554 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: 525 shares; 2024Q4: 590 shares; 2025Q1: 2,011 shares; 2025Q2: 2,157 shares; 2025Q3: 2,476 shares; 2025Q4: 2,601 shares; 2026Q1: 2,168 shares; 2026Q2: 21,922 shares 21,922 $6.61M 0.1% +19,754 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: 505,380 shares; 2026Q1: 506,004 shares; 2026Q2: 503,296 shares 503,296 $6.55M 0.1% -2,708 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: 33,289 shares; 2024Q4: 26,116 shares; 2025Q1: not reported; 2025Q2: 98,144 shares; 2025Q3: 86,955 shares; 2025Q4: 74,720 shares; 2026Q1: 69,607 shares; 2026Q2: 69,796 shares 69,796 $6.52M 0.1% +189 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: 17,529 shares; 2024Q4: 17,055 shares; 2025Q1: 20,223 shares; 2025Q2: 25,266 shares; 2025Q3: 24,645 shares; 2025Q4: 43,775 shares; 2026Q1: 42,854 shares; 2026Q2: 42,833 shares 42,833 $6.52M 0.1% -21 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: 2,824 shares; 2024Q4: 2,221 shares; 2025Q1: 2,065 shares; 2025Q2: 3,312 shares; 2025Q3: 3,200 shares; 2025Q4: not reported; 2026Q1: 55,442 shares; 2026Q2: 63,796 shares 63,796 $6.52M 0.1% +8,354 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: 41,932 shares; 2024Q4: 49,197 shares; 2025Q1: 57,283 shares; 2025Q2: 72,669 shares; 2025Q3: 79,428 shares; 2025Q4: 92,896 shares; 2026Q1: 158,972 shares; 2026Q2: 105,238 shares 105,238 $6.47M 0.1% -53,734 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: 14,139 shares; 2024Q4: 18,883 shares; 2025Q1: 71,931 shares; 2025Q2: 79,689 shares; 2025Q3: 81,780 shares; 2025Q4: 111,549 shares; 2026Q1: 157,669 shares; 2026Q2: 84,315 shares 84,315 $6.45M 0.1% -73,354 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,668 shares; 2024Q4: 54,867 shares; 2025Q1: 90,914 shares; 2025Q2: 120,873 shares; 2025Q3: 132,558 shares; 2025Q4: 129,580 shares; 2026Q1: 156,153 shares; 2026Q2: 149,424 shares 149,424 $6.45M 0.1% -6,729 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,974 shares; 2025Q3: 32,973 shares; 2025Q4: 33,440 shares; 2026Q1: 39,300 shares; 2026Q2: 39,900 shares 39,900 $6.26M 0.1% +600 Timeline FDN 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: 8,381 shares; 2024Q4: 8,243 shares; 2025Q1: 8,612 shares; 2025Q2: 11,557 shares; 2025Q3: 19,747 shares; 2025Q4: 33,896 shares; 2026Q1: 31,661 shares; 2026Q2: 23,585 shares 23,585 $6.24M 0.1% -8,076 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: 6,151 shares; 2024Q4: 8,487 shares; 2025Q1: 26,515 shares; 2025Q2: 25,629 shares; 2025Q3: 31,654 shares; 2025Q4: 34,843 shares; 2026Q1: 36,200 shares; 2026Q2: 39,601 shares 39,601 $6.21M 0.1% +3,401 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: 1,448 shares; 2024Q4: 1,127 shares; 2025Q1: 3,662 shares; 2025Q2: 5,478 shares; 2025Q3: 7,106 shares; 2025Q4: 7,902 shares; 2026Q1: 8,132 shares; 2026Q2: 6,423 shares 6,423 $6.18M 0.09% -1,709 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,625 shares; 2024Q4: 11,956 shares; 2025Q1: 29,971 shares; 2025Q2: 35,729 shares; 2025Q3: 42,468 shares; 2025Q4: 74,574 shares; 2026Q1: 83,113 shares; 2026Q2: 75,598 shares 75,598 $6.11M 0.09% -7,515 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: 2,321 shares; 2024Q4: 2,464 shares; 2025Q1: 6,981 shares; 2025Q2: 6,431 shares; 2025Q3: 6,661 shares; 2025Q4: 6,166 shares; 2026Q1: 6,818 shares; 2026Q2: 51,061 shares 51,061 $6.1M 0.09% +44,243 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: 7,542 shares; 2024Q4: 8,821 shares; 2025Q1: 19,774 shares; 2025Q2: 20,867 shares; 2025Q3: 22,106 shares; 2025Q4: 22,889 shares; 2026Q1: 23,894 shares; 2026Q2: 27,505 shares 27,505 $6.06M 0.09% +3,611 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: 7,041 shares; 2024Q4: 6,433 shares; 2025Q1: 9,567 shares; 2025Q2: 20,593 shares; 2025Q3: 22,200 shares; 2025Q4: 26,772 shares; 2026Q1: 26,947 shares; 2026Q2: 28,638 shares 28,638 $5.99M 0.09% +1,691 Timeline XLVI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183,826 shares; 2026Q1: 202,935 shares; 2026Q2: 226,086 shares 226,086 $5.96M 0.09% +23,151 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209,980 shares 209,980 $5.89M 0.09% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,293 shares; 2024Q4: 1,162 shares; 2025Q1: 7,828 shares; 2025Q2: 10,182 shares; 2025Q3: 13,832 shares; 2025Q4: 15,904 shares; 2026Q1: 29,843 shares; 2026Q2: 33,838 shares 33,838 $5.88M 0.09% +3,995 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,266 shares; 2024Q4: 15,362 shares; 2025Q1: 45,257 shares; 2025Q2: 44,860 shares; 2025Q3: 43,123 shares; 2025Q4: 40,820 shares; 2026Q1: 40,252 shares; 2026Q2: 77,631 shares 77,631 $5.81M 0.09% +37,379 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,089 shares; 2024Q4: 12,781 shares; 2025Q1: 31,562 shares; 2025Q2: 34,394 shares; 2025Q3: 36,196 shares; 2025Q4: 41,256 shares; 2026Q1: 63,447 shares; 2026Q2: 45,451 shares 45,451 $5.75M 0.09% -17,996 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,363 shares; 2024Q4: 27,638 shares; 2025Q1: 32,635 shares; 2025Q2: 48,031 shares; 2025Q3: 54,218 shares; 2025Q4: 61,255 shares; 2026Q1: 70,372 shares; 2026Q2: 71,999 shares 71,999 $5.72M 0.09% +1,627 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 335,098 shares; 2026Q2: 329,652 shares 329,652 $5.71M 0.09% -5,446 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: 12,364 shares; 2025Q4: 40,594 shares; 2026Q1: 65,207 shares; 2026Q2: 142,180 shares 142,180 $5.71M 0.09% +76,973 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,663 shares; 2024Q4: 54,558 shares; 2025Q1: 62,026 shares; 2025Q2: 68,760 shares; 2025Q3: 67,516 shares; 2025Q4: 107,379 shares; 2026Q1: 108,026 shares; 2026Q2: 108,025 shares 108,025 $5.66M 0.09% -1 Timeline FTEC 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: 5,519 shares; 2024Q4: 13,266 shares; 2025Q1: 20,062 shares; 2025Q2: 20,283 shares; 2025Q3: 19,721 shares; 2025Q4: 19,935 shares; 2026Q1: 19,751 shares; 2026Q2: 19,760 shares 19,760 $5.64M 0.09% +9 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,574 shares; 2024Q4: 111,827 shares; 2025Q1: 109,145 shares; 2025Q2: 115,902 shares; 2025Q3: 124,771 shares; 2025Q4: 124,313 shares; 2026Q1: 224,953 shares; 2026Q2: 116,875 shares 116,875 $5.63M 0.09% -108,078 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: 13,393 shares; 2025Q2: 11,308 shares; 2025Q3: 12,464 shares; 2025Q4: 13,518 shares; 2026Q1: 10,004 shares; 2026Q2: 5,786 shares 5,786 $5.58M 0.09% -4,218 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: 5,240 shares; 2024Q4: 6,698 shares; 2025Q1: 9,318 shares; 2025Q2: 9,639 shares; 2025Q3: 8,640 shares; 2025Q4: 8,670 shares; 2026Q1: 8,415 shares; 2026Q2: 8,476 shares 8,476 $5.56M 0.09% +61 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: not reported; 2024Q4: not reported; 2025Q1: 46,248 shares; 2025Q2: 50,071 shares; 2025Q3: 55,645 shares; 2025Q4: 62,302 shares; 2026Q1: 106,980 shares; 2026Q2: 138,205 shares 138,205 $5.56M 0.09% +31,225 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,986 shares; 2024Q4: 21,203 shares; 2025Q1: 25,025 shares; 2025Q2: 37,355 shares; 2025Q3: 39,891 shares; 2025Q4: 43,213 shares; 2026Q1: 20,613 shares; 2026Q2: 20,260 shares 20,260 $5.48M 0.08% -353 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: 2,239 shares; 2024Q4: 1,923 shares; 2025Q1: 2,083 shares; 2025Q2: 1,588 shares; 2025Q3: 1,437 shares; 2025Q4: 1,435 shares; 2026Q1: 11,117 shares; 2026Q2: 10,614 shares 10,614 $5.47M 0.08% -503 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,654 shares; 2024Q4: 2,316 shares; 2025Q1: 6,306 shares; 2025Q2: 7,378 shares; 2025Q3: 9,322 shares; 2025Q4: 17,835 shares; 2026Q1: 18,887 shares; 2026Q2: 17,971 shares 17,971 $5.45M 0.08% -916 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,948 shares; 2024Q4: 24,697 shares; 2025Q1: 78,592 shares; 2025Q2: 72,953 shares; 2025Q3: 79,183 shares; 2025Q4: 89,626 shares; 2026Q1: 93,630 shares; 2026Q2: 111,759 shares 111,759 $5.44M 0.08% +18,129 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,504 shares; 2024Q4: 11,269 shares; 2025Q1: 61,703 shares; 2025Q2: 66,425 shares; 2025Q3: 63,900 shares; 2025Q4: 58,778 shares; 2026Q1: 60,079 shares; 2026Q2: 56,363 shares 56,363 $5.44M 0.08% -3,716 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: 13,645 shares; 2024Q4: 13,646 shares; 2025Q1: 17,089 shares; 2025Q2: 17,876 shares; 2025Q3: 21,022 shares; 2025Q4: 25,156 shares; 2026Q1: 92,653 shares; 2026Q2: 94,090 shares 94,090 $5.43M 0.08% +1,437 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,377 shares; 2025Q2: 2,899 shares; 2025Q3: 2,836 shares; 2025Q4: 2,868 shares; 2026Q1: 13,890 shares; 2026Q2: 41,790 shares 41,790 $5.34M 0.08% +27,900 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: 10,624 shares; 2024Q4: 11,786 shares; 2025Q1: 16,235 shares; 2025Q2: 9,253 shares; 2025Q3: 9,632 shares; 2025Q4: 9,295 shares; 2026Q1: 23,523 shares; 2026Q2: 51,928 shares 51,928 $5.31M 0.08% +28,405 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: 25,853 shares; 2024Q4: 28,731 shares; 2025Q1: 29,728 shares; 2025Q2: 29,524 shares; 2025Q3: 30,630 shares; 2025Q4: 31,950 shares; 2026Q1: 32,022 shares; 2026Q2: 193,560 shares 193,560 $5.31M 0.08% +161,538 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: 15,365 shares; 2024Q4: 13,387 shares; 2025Q1: 22,280 shares; 2025Q2: 23,127 shares; 2025Q3: 26,145 shares; 2025Q4: 32,120 shares; 2026Q1: 37,031 shares; 2026Q2: 39,155 shares 39,155 $5.3M 0.08% +2,124 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,035 shares; 2025Q2: 33,177 shares; 2025Q3: 35,517 shares; 2025Q4: 38,500 shares; 2026Q1: 48,715 shares; 2026Q2: 50,478 shares 50,478 $5.3M 0.08% +1,763 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: 34,361 shares; 2024Q4: 29,741 shares; 2025Q1: 31,950 shares; 2025Q2: 48,242 shares; 2025Q3: 49,052 shares; 2025Q4: 41,945 shares; 2026Q1: 51,857 shares; 2026Q2: 88,120 shares 88,120 $5.26M 0.08% +36,263 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,805 shares; 2025Q4: 52,254 shares; 2026Q1: 38,688 shares; 2026Q2: 36,869 shares 36,869 $5.23M 0.08% -1,819 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,755 shares; 2024Q4: 50,195 shares; 2025Q1: 151,214 shares; 2025Q2: 158,950 shares; 2025Q3: 389,245 shares; 2025Q4: 476,671 shares; 2026Q1: 496,640 shares; 2026Q2: 479,388 shares 479,388 $5.21M 0.08% -17,252 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: 19,801 shares; 2024Q4: 22,111 shares; 2025Q1: 24,723 shares; 2025Q2: 26,399 shares; 2025Q3: 43,622 shares; 2025Q4: 51,611 shares; 2026Q1: 54,947 shares; 2026Q2: 63,029 shares 63,029 $5.21M 0.08% +8,082 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,584 shares; 2024Q4: 12,927 shares; 2025Q1: 19,254 shares; 2025Q2: 25,571 shares; 2025Q3: 27,498 shares; 2025Q4: 29,420 shares; 2026Q1: 30,206 shares; 2026Q2: 28,081 shares 28,081 $5.2M 0.08% -2,125 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: 11,291 shares; 2024Q4: 13,201 shares; 2025Q1: 21,965 shares; 2025Q2: 28,112 shares; 2025Q3: 26,244 shares; 2025Q4: 26,598 shares; 2026Q1: 20,954 shares; 2026Q2: 20,475 shares 20,475 $5.16M 0.08% -479 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,625 shares; 2024Q4: 14,878 shares; 2025Q1: 15,534 shares; 2025Q2: 16,467 shares; 2025Q3: 22,395 shares; 2025Q4: 24,305 shares; 2026Q1: 23,706 shares; 2026Q2: 24,219 shares 24,219 $5.15M 0.08% +513 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,766 shares; 2024Q4: 22,257 shares; 2025Q1: 40,439 shares; 2025Q2: 41,279 shares; 2025Q3: 49,138 shares; 2025Q4: 51,775 shares; 2026Q1: 52,958 shares; 2026Q2: 49,547 shares 49,547 $5.15M 0.08% -3,411 Timeline FMAG 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: 106,155 shares; 2024Q4: not reported; 2025Q1: 135,332 shares; 2025Q2: 142,452 shares; 2025Q3: 161,201 shares; 2025Q4: 193,151 shares; 2026Q1: 220,450 shares; 2026Q2: 140,024 shares 140,024 $5.15M 0.08% -80,426 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,368 shares; 2024Q4: 17,473 shares; 2025Q1: 27,692 shares; 2025Q2: 29,113 shares; 2025Q3: 32,630 shares; 2025Q4: 30,664 shares; 2026Q1: 45,843 shares; 2026Q2: 47,755 shares 47,755 $5.13M 0.08% +1,912 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: 6,418 shares; 2024Q4: 8,136 shares; 2025Q1: 10,750 shares; 2025Q2: 13,409 shares; 2025Q3: 17,129 shares; 2025Q4: 16,886 shares; 2026Q1: 16,947 shares; 2026Q2: 20,763 shares 20,763 $5.11M 0.08% +3,816 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: 172,240 shares; 2024Q4: 211,001 shares; 2025Q1: 31,454 shares; 2025Q2: 25,490 shares; 2025Q3: 24,481 shares; 2025Q4: 24,480 shares; 2026Q1: 97,740 shares; 2026Q2: 92,491 shares 92,491 $5.09M 0.08% -5,249 Timeline COWG 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: not reported; 2024Q4: not reported; 2025Q1: 65,655 shares; 2025Q2: 87,332 shares; 2025Q3: 98,965 shares; 2025Q4: 122,039 shares; 2026Q1: 120,847 shares; 2026Q2: 126,464 shares 126,464 $5.08M 0.08% +5,617 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 241,823 shares 241,823 $5.03M 0.08% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,613 shares; 2024Q4: 5,130 shares; 2025Q1: 5,915 shares; 2025Q2: 5,961 shares; 2025Q3: 8,322 shares; 2025Q4: 23,366 shares; 2026Q1: 23,060 shares; 2026Q2: 22,620 shares 22,620 $5M 0.08% -440 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,749 shares; 2024Q4: 1,798 shares; 2025Q1: 8,438 shares; 2025Q2: 8,546 shares; 2025Q3: 12,709 shares; 2025Q4: 14,884 shares; 2026Q1: 15,211 shares; 2026Q2: 15,116 shares 15,116 $5M 0.08% -95 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: 2,619 shares; 2024Q4: 2,812 shares; 2025Q1: 16,384 shares; 2025Q2: 21,604 shares; 2025Q3: 24,938 shares; 2025Q4: 20,808 shares; 2026Q1: 17,506 shares; 2026Q2: 24,288 shares 24,288 $4.98M 0.08% +6,782 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,829 shares; 2025Q3: 16,672 shares; 2025Q4: 18,507 shares; 2026Q1: 18,719 shares; 2026Q2: 18,379 shares 18,379 $4.96M 0.08% -340 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,650 shares; 2024Q4: 4,354 shares; 2025Q1: 6,186 shares; 2025Q2: 10,903 shares; 2025Q3: 12,479 shares; 2025Q4: 11,834 shares; 2026Q1: 11,608 shares; 2026Q2: 39,569 shares 39,569 $4.92M 0.08% +27,961 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: 4,791 shares; 2024Q4: 3,113 shares; 2025Q1: 8,100 shares; 2025Q2: 8,433 shares; 2025Q3: 10,765 shares; 2025Q4: 12,011 shares; 2026Q1: 11,982 shares; 2026Q2: 12,356 shares 12,356 $4.91M 0.08% +374 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,221 shares; 2024Q4: 2,372 shares; 2025Q1: 10,440 shares; 2025Q2: 12,969 shares; 2025Q3: 16,849 shares; 2025Q4: 17,828 shares; 2026Q1: 17,203 shares; 2026Q2: 17,218 shares 17,218 $4.87M 0.07% +15 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,785 shares; 2025Q2: 7,369 shares; 2025Q3: 10,292 shares; 2025Q4: 9,050 shares; 2026Q1: 54,150 shares; 2026Q2: 73,666 shares 73,666 $4.86M 0.07% +19,516 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: 108,458 shares; 2024Q4: 98,693 shares; 2025Q1: 102,439 shares; 2025Q2: 87,366 shares; 2025Q3: 100,380 shares; 2025Q4: 65,182 shares; 2026Q1: 57,304 shares; 2026Q2: 51,768 shares 51,768 $4.86M 0.07% -5,536 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,806 shares; 2024Q4: 24,819 shares; 2025Q1: 34,221 shares; 2025Q2: 34,772 shares; 2025Q3: 36,511 shares; 2025Q4: 40,065 shares; 2026Q1: 39,138 shares; 2026Q2: 35,266 shares 35,266 $4.82M 0.07% -3,872 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: 28,283 shares; 2024Q4: 29,707 shares; 2025Q1: 34,223 shares; 2025Q2: 39,681 shares; 2025Q3: 44,112 shares; 2025Q4: 46,184 shares; 2026Q1: 51,507 shares; 2026Q2: 49,669 shares 49,669 $4.78M 0.07% -1,838 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,008 shares; 2026Q2: 129,078 shares 129,078 $4.76M 0.07% +15,070 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,466 shares 23,466 $4.72M 0.07% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,876 shares; 2024Q4: 20,199 shares; 2025Q1: 22,158 shares; 2025Q2: 23,722 shares; 2025Q3: 12,007 shares; 2025Q4: 15,739 shares; 2026Q1: 14,936 shares; 2026Q2: 13,269 shares 13,269 $4.7M 0.07% -1,667 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 96,464 shares; 2025Q3: 105,947 shares; 2025Q4: 114,859 shares; 2026Q1: 119,473 shares; 2026Q2: 127,183 shares 127,183 $4.64M 0.07% +7,710 Timeline BUFT 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: 9,069 shares; 2025Q3: 59,554 shares; 2025Q4: 79,189 shares; 2026Q1: 158,415 shares; 2026Q2: 179,043 shares 179,043 $4.63M 0.07% +20,628 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: 37,894 shares; 2024Q4: 38,463 shares; 2025Q1: 39,668 shares; 2025Q2: 40,803 shares; 2025Q3: 42,121 shares; 2025Q4: 35,040 shares; 2026Q1: 29,944 shares; 2026Q2: 29,935 shares 29,935 $4.6M 0.07% -9 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,668 shares; 2024Q4: 10,075 shares; 2025Q1: 11,491 shares; 2025Q2: 12,793 shares; 2025Q3: 27,750 shares; 2025Q4: 29,992 shares; 2026Q1: 52,179 shares; 2026Q2: 112,271 shares 112,271 $4.56M 0.07% +60,092 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: 40,765 shares; 2024Q4: 30,607 shares; 2025Q1: 40,907 shares; 2025Q2: 42,258 shares; 2025Q3: 41,530 shares; 2025Q4: 40,983 shares; 2026Q1: 40,503 shares; 2026Q2: 43,998 shares 43,998 $4.55M 0.07% +3,495 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: 8,188 shares; 2024Q4: 8,211 shares; 2025Q1: 9,702 shares; 2025Q2: 9,584 shares; 2025Q3: 9,584 shares; 2025Q4: 9,584 shares; 2026Q1: 51,684 shares; 2026Q2: 49,678 shares 49,678 $4.51M 0.07% -2,006 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,273 shares; 2024Q4: 927 shares; 2025Q1: 2,874 shares; 2025Q2: 5,386 shares; 2025Q3: 7,467 shares; 2025Q4: 8,360 shares; 2026Q1: 12,238 shares; 2026Q2: 8,954 shares 8,954 $4.49M 0.07% -3,284 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,642 shares; 2024Q4: 3,050 shares; 2025Q1: 6,984 shares; 2025Q2: 6,173 shares; 2025Q3: 6,791 shares; 2025Q4: 37,120 shares; 2026Q1: 43,412 shares; 2026Q2: 45,084 shares 45,084 $4.48M 0.07% +1,672 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,359 shares; 2024Q4: 44,970 shares; 2025Q1: 55,275 shares; 2025Q2: 53,885 shares; 2025Q3: 56,976 shares; 2025Q4: 58,910 shares; 2026Q1: 59,828 shares; 2026Q2: 58,292 shares 58,292 $4.44M 0.07% -1,536 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES 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: 51,108 shares 51,108 $4.43M 0.07% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,069 shares; 2024Q4: 35,243 shares; 2025Q1: 46,815 shares; 2025Q2: 48,786 shares; 2025Q3: 49,649 shares; 2025Q4: 51,511 shares; 2026Q1: 59,913 shares; 2026Q2: 58,738 shares 58,738 $4.4M 0.07% -1,175 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,367 shares; 2024Q4: 12,960 shares; 2025Q1: 12,304 shares; 2025Q2: 12,814 shares; 2025Q3: 14,154 shares; 2025Q4: 522,374 shares; 2026Q1: 619,163 shares; 2026Q2: 570,390 shares 570,390 $4.38M 0.07% -48,773 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162,128 shares; 2026Q2: 169,866 shares 169,866 $4.33M 0.07% +7,738 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,436 shares; 2026Q2: 80,510 shares 80,510 $4.31M 0.07% +24,074 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,354 shares; 2024Q4: 18,058 shares; 2025Q1: 24,056 shares; 2025Q2: 26,731 shares; 2025Q3: 31,107 shares; 2025Q4: 87,165 shares; 2026Q1: 89,548 shares; 2026Q2: 94,790 shares 94,790 $4.3M 0.07% +5,242 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,923 shares; 2026Q1: 91,103 shares; 2026Q2: 232,950 shares 232,950 $4.29M 0.07% +141,847 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL 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: 109,456 shares 109,456 $4.27M 0.07% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,802 shares; 2024Q4: 1,791 shares; 2025Q1: 2,750 shares; 2025Q2: 4,365 shares; 2025Q3: 6,576 shares; 2025Q4: 7,039 shares; 2026Q1: 11,108 shares; 2026Q2: 11,629 shares 11,629 $4.25M 0.07% +521 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,510 shares; 2024Q4: 39,255 shares; 2025Q1: 44,134 shares; 2025Q2: 41,754 shares; 2025Q3: 44,946 shares; 2025Q4: 49,474 shares; 2026Q1: 78,208 shares; 2026Q2: 83,012 shares 83,012 $4.19M 0.06% +4,804 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: 1,463 shares; 2024Q4: 1,314 shares; 2025Q1: 1,186 shares; 2025Q2: 1,159 shares; 2025Q3: 3,200 shares; 2025Q4: 4,219 shares; 2026Q1: 4,977 shares; 2026Q2: 4,267 shares 4,267 $4.17M 0.06% -710 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: 1,325 shares; 2024Q4: 1,452 shares; 2025Q1: 2,373 shares; 2025Q2: 12,246 shares; 2025Q3: 12,322 shares; 2025Q4: 12,470 shares; 2026Q1: 14,056 shares; 2026Q2: 14,353 shares 14,353 $4.17M 0.06% +297 Timeline NEOS ENHANCED INCOME CREDIT… NEOS ENHANCED INCOME CREDIT SELEC… More: the full row for NEOS ENHANCED INCOME CREDIT SELECT ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230,710 shares; 2026Q1: 231,007 shares; 2026Q2: 84,530 shares 84,530 $4.16M 0.06% -146,477 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: 7,842 shares; 2024Q4: 7,120 shares; 2025Q1: 7,418 shares; 2025Q2: 7,997 shares; 2025Q3: 10,310 shares; 2025Q4: 20,566 shares; 2026Q1: 19,629 shares; 2026Q2: 18,626 shares 18,626 $4.15M 0.06% -1,003 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: 71,192 shares; 2024Q4: 70,925 shares; 2025Q1: 119,242 shares; 2025Q2: 144,683 shares; 2025Q3: 178,039 shares; 2025Q4: 209,460 shares; 2026Q1: 310,713 shares; 2026Q2: 199,647 shares 199,647 $4.13M 0.06% -111,066 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: 39,191 shares; 2024Q4: 34,484 shares; 2025Q1: 45,192 shares; 2025Q2: 39,899 shares; 2025Q3: 36,064 shares; 2025Q4: 47,274 shares; 2026Q1: 62,367 shares; 2026Q2: 81,673 shares 81,673 $4.13M 0.06% +19,306 Timeline FDEC 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: 77,524 shares; 2025Q1: 85,929 shares; 2025Q2: 73,561 shares; 2025Q3: 73,860 shares; 2025Q4: 77,145 shares; 2026Q1: 79,367 shares; 2026Q2: 75,649 shares 75,649 $4.12M 0.06% -3,718 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,508 shares; 2026Q2: 79,532 shares 79,532 $4.11M 0.06% +26,024 Timeline FSTA 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: 39,958 shares; 2024Q4: 31,535 shares; 2025Q1: 40,929 shares; 2025Q2: 47,423 shares; 2025Q3: 52,948 shares; 2025Q4: 67,518 shares; 2026Q1: 70,811 shares; 2026Q2: 78,147 shares 78,147 $4.11M 0.06% +7,336 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,461 shares; 2025Q2: 34,135 shares; 2025Q3: 48,055 shares; 2025Q4: 53,732 shares; 2026Q1: 54,726 shares; 2026Q2: 56,490 shares 56,490 $4.1M 0.06% +1,764 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101,521 shares; 2025Q2: 99,103 shares; 2025Q3: 101,096 shares; 2025Q4: 104,477 shares; 2026Q1: 104,147 shares; 2026Q2: 106,936 shares 106,936 $4.09M 0.06% +2,789 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: 3,969 shares; 2024Q4: 4,520 shares; 2025Q1: 19,492 shares; 2025Q2: 21,617 shares; 2025Q3: 23,781 shares; 2025Q4: 23,609 shares; 2026Q1: 36,823 shares; 2026Q2: 42,540 shares 42,540 $4.07M 0.06% +5,717 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: 91,947 shares; 2024Q4: 104,112 shares; 2025Q1: 134,813 shares; 2025Q2: 56,167 shares; 2025Q3: 56,682 shares; 2025Q4: 84,624 shares; 2026Q1: 81,995 shares; 2026Q2: 67,342 shares 67,342 $4.07M 0.06% -14,653 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,704 shares; 2024Q4: 43,794 shares; 2025Q1: 86,849 shares; 2025Q2: 181,119 shares; 2025Q3: 204,293 shares; 2025Q4: 121,774 shares; 2026Q1: 122,751 shares; 2026Q2: 121,479 shares 121,479 $4.04M 0.06% -1,272 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: 1,879 shares; 2024Q4: 1,846 shares; 2025Q1: 4,138 shares; 2025Q2: 6,025 shares; 2025Q3: 6,143 shares; 2025Q4: 6,171 shares; 2026Q1: 5,556 shares; 2026Q2: 5,342 shares 5,342 $4.04M 0.06% -214 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: 7,422 shares; 2024Q4: 8,101 shares; 2025Q1: 12,100 shares; 2025Q2: 13,368 shares; 2025Q3: 35,582 shares; 2025Q4: 38,494 shares; 2026Q1: 39,879 shares; 2026Q2: 41,046 shares 41,046 $4.03M 0.06% +1,167 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: 12,587 shares; 2024Q4: 15,303 shares; 2025Q1: 18,425 shares; 2025Q2: 15,685 shares; 2025Q3: 27,052 shares; 2025Q4: 28,991 shares; 2026Q1: 35,907 shares; 2026Q2: 37,096 shares 37,096 $3.99M 0.06% +1,189 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,066 shares; 2024Q4: 14,907 shares; 2025Q1: 21,598 shares; 2025Q2: 41,168 shares; 2025Q3: 42,930 shares; 2025Q4: 43,118 shares; 2026Q1: 45,946 shares; 2026Q2: 51,281 shares 51,281 $3.95M 0.06% +5,335 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: 10,765 shares; 2024Q4: 11,864 shares; 2025Q1: 57,044 shares; 2025Q2: 57,782 shares; 2025Q3: 64,520 shares; 2025Q4: 68,164 shares; 2026Q1: 68,094 shares; 2026Q2: 42,544 shares 42,544 $3.93M 0.06% -25,550 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,762 shares; 2024Q4: 17,404 shares; 2025Q1: 14,393 shares; 2025Q2: 34,790 shares; 2025Q3: 32,801 shares; 2025Q4: 79,544 shares; 2026Q1: 86,000 shares; 2026Q2: 81,734 shares 81,734 $3.92M 0.06% -4,266 Timeline NSI NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; 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: 101,035 shares 101,035 $3.9M 0.06% new 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: 27,710 shares; 2024Q4: 21,503 shares; 2025Q1: 26,276 shares; 2025Q2: 48,182 shares; 2025Q3: 57,652 shares; 2025Q4: 88,599 shares; 2026Q1: 86,678 shares; 2026Q2: 81,388 shares 81,388 $3.87M 0.06% -5,290 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: 3,263 shares; 2024Q4: 3,835 shares; 2025Q1: 3,669 shares; 2025Q2: 12,580 shares; 2025Q3: 14,756 shares; 2025Q4: 25,557 shares; 2026Q1: 33,653 shares; 2026Q2: 34,986 shares 34,986 $3.86M 0.06% +1,333 Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,356 shares 105,356 $3.85M 0.06% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,726 shares; 2026Q1: 16,891 shares; 2026Q2: 24,607 shares 24,607 $3.81M 0.06% +7,716 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: not reported; 2024Q4: 2,050 shares; 2025Q1: 3,079 shares; 2025Q2: 14,787 shares; 2025Q3: 14,544 shares; 2025Q4: 14,880 shares; 2026Q1: 15,002 shares; 2026Q2: 15,969 shares 15,969 $3.79M 0.06% +967 Timeline PJT PJT PARTNERS INC More: the full row for PJT 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: 4,200 shares; 2025Q3: 19,598 shares; 2025Q4: 21,055 shares; 2026Q1: 23,531 shares; 2026Q2: 25,058 shares 25,058 $3.78M 0.06% +1,527 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: 15,651 shares; 2024Q4: 11,902 shares; 2025Q1: 23,070 shares; 2025Q2: 27,753 shares; 2025Q3: 32,346 shares; 2025Q4: 48,799 shares; 2026Q1: 45,505 shares; 2026Q2: 41,406 shares 41,406 $3.76M 0.06% -4,099 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: 6,486 shares; 2024Q4: 6,418 shares; 2025Q1: 9,237 shares; 2025Q2: 9,702 shares; 2025Q3: 19,854 shares; 2025Q4: 25,418 shares; 2026Q1: 17,235 shares; 2026Q2: 16,507 shares 16,507 $3.75M 0.06% -728 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,509 shares; 2024Q4: 8,004 shares; 2025Q1: 9,675 shares; 2025Q2: 23,727 shares; 2025Q3: 24,360 shares; 2025Q4: 50,465 shares; 2026Q1: 54,397 shares; 2026Q2: 54,644 shares 54,644 $3.74M 0.06% +247 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,988 shares; 2024Q4: 27,596 shares; 2025Q1: 26,544 shares; 2025Q2: 29,218 shares; 2025Q3: 30,609 shares; 2025Q4: 28,952 shares; 2026Q1: 27,921 shares; 2026Q2: 23,081 shares 23,081 $3.74M 0.06% -4,840 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,533 shares; 2026Q2: 19,651 shares 19,651 $3.73M 0.06% -1,882 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,456 shares; 2024Q4: 7,403 shares; 2025Q1: 23,078 shares; 2025Q2: 38,156 shares; 2025Q3: 60,792 shares; 2025Q4: 45,574 shares; 2026Q1: 45,964 shares; 2026Q2: 47,822 shares 47,822 $3.73M 0.06% +1,858 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,055 shares; 2024Q4: 77,671 shares; 2025Q1: 73,802 shares; 2025Q2: 79,275 shares; 2025Q3: 76,243 shares; 2025Q4: 86,496 shares; 2026Q1: 110,844 shares; 2026Q2: 122,168 shares 122,168 $3.72M 0.06% +11,324 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: 21,886 shares; 2024Q4: 21,899 shares; 2025Q1: 21,899 shares; 2025Q2: 24,691 shares; 2025Q3: 23,589 shares; 2025Q4: 31,897 shares; 2026Q1: 66,504 shares; 2026Q2: 78,790 shares 78,790 $3.72M 0.06% +12,286 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,168 shares; 2024Q4: 19,802 shares; 2025Q1: 22,678 shares; 2025Q2: 22,092 shares; 2025Q3: 22,501 shares; 2025Q4: 28,147 shares; 2026Q1: 27,256 shares; 2026Q2: 25,305 shares 25,305 $3.7M 0.06% -1,951 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,770 shares; 2025Q2: 115,889 shares; 2025Q3: 128,286 shares; 2025Q4: 137,266 shares; 2026Q1: 134,753 shares; 2026Q2: 140,818 shares 140,818 $3.67M 0.06% +6,065 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,221 shares; 2024Q4: 2,040 shares; 2025Q1: 2,249 shares; 2025Q2: 2,269 shares; 2025Q3: 2,818 shares; 2025Q4: 9,317 shares; 2026Q1: 9,482 shares; 2026Q2: 9,320 shares 9,320 $3.67M 0.06% -162 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: 16,391 shares 16,391 $3.67M 0.06% new Timeline DNOW DNOW INC More: the full row for DNOW 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: 266,327 shares; 2026Q1: 282,758 shares; 2026Q2: 282,812 shares 282,812 $3.67M 0.06% +54 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,828 shares; 2025Q4: 27,099 shares; 2026Q1: 282,247 shares; 2026Q2: 137,968 shares 137,968 $3.66M 0.06% -144,279 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 11,049 shares; 2025Q4: 73,636 shares; 2026Q1: 85,047 shares; 2026Q2: 110,993 shares 110,993 $3.63M 0.06% +25,946 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: 16,391 shares 16,391 $3.62M 0.06% new Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 69,019 shares; 2025Q1: 69,781 shares; 2025Q2: 52,732 shares; 2025Q3: 52,468 shares; 2025Q4: 57,496 shares; 2026Q1: 59,522 shares; 2026Q2: 60,242 shares 60,242 $3.62M 0.06% +720 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: 15,195 shares; 2024Q4: 13,879 shares; 2025Q1: 17,800 shares; 2025Q2: 17,607 shares; 2025Q3: 24,423 shares; 2025Q4: 28,175 shares; 2026Q1: 26,939 shares; 2026Q2: 26,717 shares 26,717 $3.62M 0.06% -222 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: 3,882 shares; 2024Q4: 4,031 shares; 2025Q1: 9,138 shares; 2025Q2: 8,800 shares; 2025Q3: 9,885 shares; 2025Q4: 11,393 shares; 2026Q1: 12,612 shares; 2026Q2: 12,972 shares 12,972 $3.58M 0.05% +360 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,183 shares; 2026Q1: 69,178 shares; 2026Q2: 69,235 shares 69,235 $3.57M 0.05% +57 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 1,776 shares; 2025Q1: 10,927 shares; 2025Q2: 16,111 shares; 2025Q3: 17,915 shares; 2025Q4: 23,702 shares; 2026Q1: 16,417 shares; 2026Q2: 17,772 shares 17,772 $3.57M 0.05% +1,355 Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,784 shares 97,784 $3.55M 0.05% new Timeline CCFE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,166 shares; 2026Q1: 106,100 shares; 2026Q2: 128,589 shares 128,589 $3.55M 0.05% +22,489 Timeline MGV 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: 4,872 shares; 2024Q4: 4,870 shares; 2025Q1: 4,986 shares; 2025Q2: 4,947 shares; 2025Q3: 4,818 shares; 2025Q4: 6,297 shares; 2026Q1: 26,535 shares; 2026Q2: 21,527 shares 21,527 $3.52M 0.05% -5,008 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: 111,048 shares; 2024Q4: 126,549 shares; 2025Q1: 175,163 shares; 2025Q2: 190,599 shares; 2025Q3: 210,429 shares; 2025Q4: 89,908 shares; 2026Q1: 88,707 shares; 2026Q2: 70,231 shares 70,231 $3.5M 0.05% -18,476 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,009 shares; 2026Q2: 72,778 shares 72,778 $3.48M 0.05% +18,769 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,944 shares; 2026Q1: 26,760 shares; 2026Q2: 33,319 shares 33,319 $3.44M 0.05% +6,559 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,315 shares; 2024Q4: 3,599 shares; 2025Q1: 8,211 shares; 2025Q2: 10,739 shares; 2025Q3: 21,354 shares; 2025Q4: 22,502 shares; 2026Q1: 31,209 shares; 2026Q2: 39,526 shares 39,526 $3.44M 0.05% +8,317 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,283 shares; 2024Q4: 6,169 shares; 2025Q1: 6,131 shares; 2025Q2: 50,700 shares; 2025Q3: 49,097 shares; 2025Q4: 45,744 shares; 2026Q1: 43,413 shares; 2026Q2: 39,450 shares 39,450 $3.43M 0.05% -3,963 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,392 shares; 2024Q4: 2,645 shares; 2025Q1: 6,289 shares; 2025Q2: 13,284 shares; 2025Q3: 19,434 shares; 2025Q4: 23,600 shares; 2026Q1: 24,157 shares; 2026Q2: 22,821 shares 22,821 $3.43M 0.05% -1,336 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,873 shares; 2025Q4: 45,611 shares; 2026Q1: 40,602 shares; 2026Q2: 65,075 shares 65,075 $3.42M 0.05% +24,473 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,248 shares; 2025Q3: 16,523 shares; 2025Q4: 23,936 shares; 2026Q1: 29,327 shares; 2026Q2: 34,373 shares 34,373 $3.42M 0.05% +5,046 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,040 shares; 2024Q4: 20,153 shares; 2025Q1: 17,637 shares; 2025Q2: 17,476 shares; 2025Q3: 16,092 shares; 2025Q4: 100,344 shares; 2026Q1: 294,700 shares; 2026Q2: 136,145 shares 136,145 $3.41M 0.05% -158,555 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,846 shares; 2025Q3: 95,183 shares; 2025Q4: 133,522 shares; 2026Q1: 137,269 shares; 2026Q2: 143,326 shares 143,326 $3.4M 0.05% +6,057 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,245 shares; 2025Q1: 110,821 shares; 2025Q2: 164,107 shares; 2025Q3: 166,977 shares; 2025Q4: 133,569 shares; 2026Q1: 131,025 shares; 2026Q2: 140,982 shares 140,982 $3.38M 0.05% +9,957 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,602 shares; 2024Q4: 40,656 shares; 2025Q1: 55,358 shares; 2025Q2: 61,695 shares; 2025Q3: 58,986 shares; 2025Q4: 55,746 shares; 2026Q1: 50,475 shares; 2026Q2: 44,391 shares 44,391 $3.37M 0.05% -6,084 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,729 shares; 2025Q3: 4,228 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,480 shares 67,480 $3.36M 0.05% new Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,157 shares; 2024Q4: 30,824 shares; 2025Q1: 39,043 shares; 2025Q2: 45,444 shares; 2025Q3: 103,833 shares; 2025Q4: 107,781 shares; 2026Q1: 120,920 shares; 2026Q2: 114,238 shares 114,238 $3.36M 0.05% -6,682 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 10,305 shares; 2026Q1: 48,102 shares; 2026Q2: 65,707 shares 65,707 $3.35M 0.05% +17,605 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,767 shares; 2024Q4: 33,061 shares; 2025Q1: 33,061 shares; 2025Q2: 35,746 shares; 2025Q3: 34,313 shares; 2025Q4: 73,359 shares; 2026Q1: 75,228 shares; 2026Q2: 79,036 shares 79,036 $3.35M 0.05% +3,808 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: 3,802 shares; 2024Q4: 2,970 shares; 2025Q1: 3,899 shares; 2025Q2: 4,827 shares; 2025Q3: 7,643 shares; 2025Q4: 8,020 shares; 2026Q1: 8,377 shares; 2026Q2: 7,839 shares 7,839 $3.34M 0.05% -538 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,046 shares; 2024Q4: 9,714 shares; 2025Q1: 13,578 shares; 2025Q2: 14,186 shares; 2025Q3: 14,546 shares; 2025Q4: 30,760 shares; 2026Q1: 31,669 shares; 2026Q2: 28,363 shares 28,363 $3.33M 0.05% -3,306 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,342 shares; 2024Q4: 16,226 shares; 2025Q1: 24,963 shares; 2025Q2: 28,191 shares; 2025Q3: 30,564 shares; 2025Q4: 29,614 shares; 2026Q1: 26,105 shares; 2026Q2: 25,415 shares 25,415 $3.32M 0.05% -690 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,726 shares; 2026Q1: 37,084 shares; 2026Q2: 47,600 shares 47,600 $3.31M 0.05% +10,516 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: 10,566 shares; 2024Q4: 4,807 shares; 2025Q1: 5,527 shares; 2025Q2: 5,421 shares; 2025Q3: 5,598 shares; 2025Q4: 6,376 shares; 2026Q1: 7,733 shares; 2026Q2: 8,074 shares 8,074 $3.31M 0.05% +341 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,245 shares; 2024Q4: 108,182 shares; 2025Q1: 260,511 shares; 2025Q2: 266,954 shares; 2025Q3: 262,453 shares; 2025Q4: 256,922 shares; 2026Q1: 254,274 shares; 2026Q2: 235,660 shares 235,660 $3.28M 0.05% -18,614 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,559 shares; 2026Q1: 81,499 shares; 2026Q2: 71,404 shares 71,404 $3.27M 0.05% -10,095 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,452 shares; 2026Q1: 10,315 shares; 2026Q2: 16,947 shares 16,947 $3.25M 0.05% +6,632 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 2,040 shares; 2025Q3: 2,000 shares; 2025Q4: 3,251 shares; 2026Q1: 4,435 shares; 2026Q2: 5,205 shares 5,205 $3.25M 0.05% +770 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: 46,591 shares; 2024Q4: 53,677 shares; 2025Q1: 74,376 shares; 2025Q2: 78,523 shares; 2025Q3: 76,109 shares; 2025Q4: 82,943 shares; 2026Q1: 87,821 shares; 2026Q2: 88,011 shares 88,011 $3.24M 0.05% +190 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; 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: 44,039 shares; 2026Q2: 47,327 shares 47,327 $3.23M 0.05% +3,288 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,686 shares; 2024Q4: 14,640 shares; 2025Q1: 14,840 shares; 2025Q2: 15,423 shares; 2025Q3: 15,914 shares; 2025Q4: 15,527 shares; 2026Q1: 15,137 shares; 2026Q2: 14,860 shares 14,860 $3.22M 0.05% -277 Timeline SIXH EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; 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: 74,922 shares 74,922 $3.21M 0.05% new 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: 10,153 shares; 2024Q4: 12,792 shares; 2025Q1: 41,248 shares; 2025Q2: 44,549 shares; 2025Q3: 43,085 shares; 2025Q4: 42,369 shares; 2026Q1: 39,326 shares; 2026Q2: 38,917 shares 38,917 $3.2M 0.05% -409 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: 36,135 shares; 2024Q4: 36,759 shares; 2025Q1: 39,490 shares; 2025Q2: 39,985 shares; 2025Q3: 50,975 shares; 2025Q4: 45,387 shares; 2026Q1: 45,962 shares; 2026Q2: 49,824 shares 49,824 $3.13M 0.05% +3,862 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,008 shares; 2025Q1: 3,380 shares; 2025Q2: 3,638 shares; 2025Q3: 3,643 shares; 2025Q4: 3,579 shares; 2026Q1: 3,499 shares; 2026Q2: 21,714 shares 21,714 $3.13M 0.05% +18,215 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,306 shares; 2024Q4: 1,368 shares; 2025Q1: 1,411 shares; 2025Q2: 1,402 shares; 2025Q3: 1,458 shares; 2025Q4: 5,637 shares; 2026Q1: 5,142 shares; 2026Q2: 4,371 shares 4,371 $3.07M 0.05% -771 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,222 shares; 2024Q4: 5,542 shares; 2025Q1: 10,477 shares; 2025Q2: 11,020 shares; 2025Q3: 11,119 shares; 2025Q4: 10,956 shares; 2026Q1: 23,558 shares; 2026Q2: 33,327 shares 33,327 $3.07M 0.05% +9,769 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,663 shares; 2024Q4: 32,319 shares; 2025Q1: 38,468 shares; 2025Q2: 40,892 shares; 2025Q3: 44,947 shares; 2025Q4: 41,183 shares; 2026Q1: 60,427 shares; 2026Q2: 63,235 shares 63,235 $3.07M 0.05% +2,808 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,380 shares; 2024Q4: 112,018 shares; 2025Q1: 116,749 shares; 2025Q2: 123,673 shares; 2025Q3: 126,004 shares; 2025Q4: 130,900 shares; 2026Q1: 165,222 shares; 2026Q2: 165,718 shares 165,718 $3.07M 0.05% +496 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: 7,946 shares; 2024Q4: 7,257 shares; 2025Q1: 6,702 shares; 2025Q2: 12,160 shares; 2025Q3: 11,624 shares; 2025Q4: 12,804 shares; 2026Q1: 16,844 shares; 2026Q2: 30,507 shares 30,507 $3.06M 0.05% +13,663 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,208 shares; 2024Q4: 5,315 shares; 2025Q1: 7,747 shares; 2025Q2: 20,348 shares; 2025Q3: 26,278 shares; 2025Q4: 24,396 shares; 2026Q1: 31,056 shares; 2026Q2: 32,457 shares 32,457 $3.05M 0.05% +1,401 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 1,580 shares; 2025Q4: 3,285 shares; 2026Q1: 10,707 shares; 2026Q2: 12,002 shares 12,002 $3.05M 0.05% +1,295 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,467 shares; 2025Q2: 44,505 shares; 2025Q3: 48,604 shares; 2025Q4: 47,983 shares; 2026Q1: 47,449 shares; 2026Q2: 49,428 shares 49,428 $3.05M 0.05% +1,979 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: 7,371 shares; 2024Q4: 6,204 shares; 2025Q1: 11,196 shares; 2025Q2: 14,118 shares; 2025Q3: 17,482 shares; 2025Q4: 22,971 shares; 2026Q1: 18,871 shares; 2026Q2: 18,191 shares 18,191 $3.05M 0.05% -680 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,386 shares; 2025Q3: 46,942 shares; 2025Q4: 50,865 shares; 2026Q1: 50,390 shares; 2026Q2: 51,365 shares 51,365 $3.04M 0.05% +975 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: 54,491 shares; 2024Q4: 54,327 shares; 2025Q1: 66,249 shares; 2025Q2: 60,561 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,290 shares; 2026Q2: 71,298 shares 71,298 $3.01M 0.05% +14,008 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,680 shares; 2024Q4: 3,653 shares; 2025Q1: 20,389 shares; 2025Q2: 20,326 shares; 2025Q3: 24,167 shares; 2025Q4: 25,220 shares; 2026Q1: 25,432 shares; 2026Q2: 29,212 shares 29,212 $3.01M 0.05% +3,780 Timeline FIDU 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: 2,869 shares; 2024Q4: 4,700 shares; 2025Q1: 33,026 shares; 2025Q2: 32,935 shares; 2025Q3: 31,355 shares; 2025Q4: 31,004 shares; 2026Q1: 30,246 shares; 2026Q2: 30,191 shares 30,191 $3.01M 0.05% -55 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,857 shares; 2024Q4: 27,934 shares; 2025Q1: 36,840 shares; 2025Q2: 39,497 shares; 2025Q3: 38,746 shares; 2025Q4: 39,035 shares; 2026Q1: 38,458 shares; 2026Q2: 36,161 shares 36,161 $3M 0.05% -2,297 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,139 shares; 2024Q4: 11,124 shares; 2025Q1: 11,104 shares; 2025Q2: 11,119 shares; 2025Q3: 10,810 shares; 2025Q4: 10,726 shares; 2026Q1: 9,456 shares; 2026Q2: 8,948 shares 8,948 $2.99M 0.05% -508 Timeline XMMO 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: 8,235 shares; 2024Q4: 8,600 shares; 2025Q1: 9,160 shares; 2025Q2: 9,221 shares; 2025Q3: 9,227 shares; 2025Q4: 36,151 shares; 2026Q1: 22,324 shares; 2026Q2: 17,571 shares 17,571 $2.99M 0.05% -4,753 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,831 shares; 2025Q2: 11,943 shares; 2025Q3: 83,192 shares; 2025Q4: 85,071 shares; 2026Q1: 101,259 shares; 2026Q2: 134,544 shares 134,544 $2.98M 0.05% +33,285 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,078 shares; 2024Q4: 2,904 shares; 2025Q1: 9,790 shares; 2025Q2: 12,042 shares; 2025Q3: 13,350 shares; 2025Q4: 24,883 shares; 2026Q1: 27,317 shares; 2026Q2: 27,007 shares 27,007 $2.96M 0.05% -310 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,731 shares; 2025Q2: 24,666 shares; 2025Q3: 24,827 shares; 2025Q4: 24,114 shares; 2026Q1: 49,664 shares; 2026Q2: 52,367 shares 52,367 $2.96M 0.05% +2,703 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,150 shares; 2025Q2: 34,467 shares; 2025Q3: 39,914 shares; 2025Q4: 178,542 shares; 2026Q1: 229,767 shares; 2026Q2: 265,154 shares 265,154 $2.95M 0.05% +35,387 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,850 shares; 2024Q4: 9,257 shares; 2025Q1: 8,987 shares; 2025Q2: 19,511 shares; 2025Q3: 20,278 shares; 2025Q4: 20,484 shares; 2026Q1: 19,777 shares; 2026Q2: 20,215 shares 20,215 $2.94M 0.05% +438 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: not reported; 2024Q4: not reported; 2025Q1: 7,212 shares; 2025Q2: 7,991 shares; 2025Q3: 17,729 shares; 2025Q4: 20,238 shares; 2026Q1: 20,717 shares; 2026Q2: 20,028 shares 20,028 $2.93M 0.04% -689 Timeline BAMG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,924 shares; 2025Q2: 56,777 shares; 2025Q3: 63,811 shares; 2025Q4: 66,376 shares; 2026Q1: 65,216 shares; 2026Q2: 64,494 shares 64,494 $2.92M 0.04% -722 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: 10,555 shares; 2024Q4: 9,506 shares; 2025Q1: 11,381 shares; 2025Q2: 22,636 shares; 2025Q3: 22,865 shares; 2025Q4: 26,619 shares; 2026Q1: 28,055 shares; 2026Q2: 28,537 shares 28,537 $2.92M 0.04% +482 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,965 shares; 2024Q4: 52,157 shares; 2025Q1: 49,393 shares; 2025Q2: 51,975 shares; 2025Q3: 51,582 shares; 2025Q4: 69,771 shares; 2026Q1: 74,203 shares; 2026Q2: 70,035 shares 70,035 $2.91M 0.04% -4,168 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,400 shares; 2025Q2: 33,288 shares; 2025Q3: 37,121 shares; 2025Q4: 38,293 shares; 2026Q1: 54,819 shares; 2026Q2: 71,041 shares 71,041 $2.91M 0.04% +16,222 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,946 shares; 2024Q4: 40,191 shares; 2025Q1: 46,277 shares; 2025Q2: 47,023 shares; 2025Q3: 53,068 shares; 2025Q4: 55,816 shares; 2026Q1: 57,685 shares; 2026Q2: 55,942 shares 55,942 $2.86M 0.04% -1,743 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,151 shares; 2025Q2: 11,003 shares; 2025Q3: 11,212 shares; 2025Q4: 27,457 shares; 2026Q1: 27,370 shares; 2026Q2: 24,959 shares 24,959 $2.84M 0.04% -2,411 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,921 shares; 2024Q4: 11,245 shares; 2025Q1: 26,164 shares; 2025Q2: 12,773 shares; 2025Q3: 12,813 shares; 2025Q4: 12,845 shares; 2026Q1: 12,891 shares; 2026Q2: 12,557 shares 12,557 $2.83M 0.04% -334 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: 24,430 shares; 2024Q4: 23,461 shares; 2025Q1: 24,826 shares; 2025Q2: 23,008 shares; 2025Q3: 29,007 shares; 2025Q4: 31,687 shares; 2026Q1: 30,629 shares; 2026Q2: 29,845 shares 29,845 $2.82M 0.04% -784 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: 1,872 shares; 2024Q4: not reported; 2025Q1: 7,804 shares; 2025Q2: 7,804 shares; 2025Q3: 9,805 shares; 2025Q4: 13,445 shares; 2026Q1: 14,956 shares; 2026Q2: 17,219 shares 17,219 $2.82M 0.04% +2,263 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: 2,203 shares; 2024Q4: 3,300 shares; 2025Q1: 5,151 shares; 2025Q2: 6,345 shares; 2025Q3: 7,645 shares; 2025Q4: 8,521 shares; 2026Q1: 12,660 shares; 2026Q2: 8,196 shares 8,196 $2.81M 0.04% -4,464 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,373 shares; 2024Q4: 179,190 shares; 2025Q1: 196,657 shares; 2025Q2: 220,148 shares; 2025Q3: 227,785 shares; 2025Q4: 239,947 shares; 2026Q1: 223,927 shares; 2026Q2: 221,304 shares 221,304 $2.8M 0.04% -2,623 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,462 shares; 2024Q4: 15,988 shares; 2025Q1: 37,004 shares; 2025Q2: 36,565 shares; 2025Q3: 38,251 shares; 2025Q4: 42,598 shares; 2026Q1: 39,934 shares; 2026Q2: 35,924 shares 35,924 $2.79M 0.04% -4,010 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: 2,359 shares; 2024Q4: 2,376 shares; 2025Q1: 3,483 shares; 2025Q2: 4,266 shares; 2025Q3: 5,618 shares; 2025Q4: 13,267 shares; 2026Q1: 14,454 shares; 2026Q2: 14,097 shares 14,097 $2.79M 0.04% -357 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,952 shares; 2024Q4: 4,933 shares; 2025Q1: 5,333 shares; 2025Q2: 5,758 shares; 2025Q3: 6,426 shares; 2025Q4: 7,083 shares; 2026Q1: 9,419 shares; 2026Q2: 9,040 shares 9,040 $2.77M 0.04% -379 Timeline RND FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86,103 shares 86,103 $2.75M 0.04% new 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: 5,455 shares; 2024Q4: 5,120 shares; 2025Q1: 6,807 shares; 2025Q2: 6,835 shares; 2025Q3: 7,869 shares; 2025Q4: 7,184 shares; 2026Q1: 18,066 shares; 2026Q2: 13,688 shares 13,688 $2.74M 0.04% -4,378 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,183 shares; 2025Q1: 15,397 shares; 2025Q2: 18,505 shares; 2025Q3: 19,534 shares; 2025Q4: 21,187 shares; 2026Q1: 20,050 shares; 2026Q2: 23,130 shares 23,130 $2.73M 0.04% +3,080 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,309 shares; 2024Q4: 185,583 shares; 2025Q1: 195,290 shares; 2025Q2: 272,118 shares; 2025Q3: 171,675 shares; 2025Q4: 149,059 shares; 2026Q1: 85,442 shares; 2026Q2: 51,029 shares 51,029 $2.73M 0.04% -34,413 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,201 shares; 2025Q4: 55,000 shares; 2026Q1: 54,223 shares; 2026Q2: 54,116 shares 54,116 $2.72M 0.04% -107 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: 8,897 shares; 2025Q2: 9,839 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares; 2026Q2: 1,194 shares 1,194 $2.71M 0.04% +146 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,733 shares; 2024Q4: 7,657 shares; 2025Q1: 34,873 shares; 2025Q2: 26,793 shares; 2025Q3: 26,127 shares; 2025Q4: 24,364 shares; 2026Q1: 23,356 shares; 2026Q2: 17,578 shares 17,578 $2.71M 0.04% -5,778 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,812 shares 15,812 $2.7M 0.04% new 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: 30,888 shares; 2024Q4: 29,844 shares; 2025Q1: 24,377 shares; 2025Q2: 23,948 shares; 2025Q3: 23,610 shares; 2025Q4: 23,628 shares; 2026Q1: 23,722 shares; 2026Q2: 23,046 shares 23,046 $2.7M 0.04% -676 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: 2,658 shares; 2024Q4: 2,042 shares; 2025Q1: 2,145 shares; 2025Q2: 4,385 shares; 2025Q3: 5,883 shares; 2025Q4: 7,558 shares; 2026Q1: 7,530 shares; 2026Q2: 7,893 shares 7,893 $2.69M 0.04% +363 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,289 shares; 2024Q4: 32,302 shares; 2025Q1: 35,878 shares; 2025Q2: 36,023 shares; 2025Q3: 36,973 shares; 2025Q4: 36,245 shares; 2026Q1: 43,137 shares; 2026Q2: 44,034 shares 44,034 $2.68M 0.04% +897 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: 6,060 shares; 2024Q4: 4,580 shares; 2025Q1: 7,904 shares; 2025Q2: 8,658 shares; 2025Q3: 9,123 shares; 2025Q4: 12,510 shares; 2026Q1: 11,237 shares; 2026Q2: 10,265 shares 10,265 $2.67M 0.04% -972 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,182 shares; 2024Q4: 9,290 shares; 2025Q1: 38,649 shares; 2025Q2: 48,670 shares; 2025Q3: 50,193 shares; 2025Q4: 43,147 shares; 2026Q1: 87,239 shares; 2026Q2: 77,829 shares 77,829 $2.64M 0.04% -9,410 Timeline SYFI 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: not reported; 2025Q1: 93,374 shares; 2025Q2: 75,764 shares; 2025Q3: 70,092 shares; 2025Q4: 72,209 shares; 2026Q1: 1,299,942 shares; 2026Q2: 73,641 shares 73,641 $2.63M 0.04% -1,226,301 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: 30,987 shares; 2024Q4: 45,451 shares; 2025Q1: 36,476 shares; 2025Q2: 40,411 shares; 2025Q3: 34,524 shares; 2025Q4: 42,246 shares; 2026Q1: 49,677 shares; 2026Q2: 50,350 shares 50,350 $2.63M 0.04% +673 Timeline EMLP 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: 20,720 shares; 2024Q4: 20,919 shares; 2025Q1: 28,721 shares; 2025Q2: 43,685 shares; 2025Q3: 59,636 shares; 2025Q4: 57,362 shares; 2026Q1: 91,772 shares; 2026Q2: 60,204 shares 60,204 $2.62M 0.04% -31,568 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: 10,225 shares; 2024Q4: 9,791 shares; 2025Q1: 11,251 shares; 2025Q2: 10,239 shares; 2025Q3: 10,659 shares; 2025Q4: 10,828 shares; 2026Q1: 11,190 shares; 2026Q2: 10,236 shares 10,236 $2.62M 0.04% -954 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,620 shares; 2024Q4: 72,939 shares; 2025Q1: 76,784 shares; 2025Q2: 79,231 shares; 2025Q3: 82,928 shares; 2025Q4: 80,452 shares; 2026Q1: 82,818 shares; 2026Q2: 74,648 shares 74,648 $2.6M 0.04% -8,170 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: not reported; 2024Q4: 896 shares; 2025Q1: 2,261 shares; 2025Q2: 4,715 shares; 2025Q3: 5,009 shares; 2025Q4: 5,270 shares; 2026Q1: 4,992 shares; 2026Q2: 5,285 shares 5,285 $2.6M 0.04% +293 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: 1,050 shares; 2024Q4: 1,044 shares; 2025Q1: 1,009 shares; 2025Q2: 1,238 shares; 2025Q3: 1,363 shares; 2025Q4: 1,346 shares; 2026Q1: 1,299 shares; 2026Q2: 14,554 shares 14,554 $2.59M 0.04% +13,255 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,291 shares; 2024Q4: 19,999 shares; 2025Q1: 33,672 shares; 2025Q2: 40,653 shares; 2025Q3: 49,752 shares; 2025Q4: 76,345 shares; 2026Q1: 79,048 shares; 2026Q2: 79,616 shares 79,616 $2.59M 0.04% +568 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,953 shares; 2026Q1: 50,430 shares; 2026Q2: 51,458 shares 51,458 $2.59M 0.04% +1,028 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,461 shares; 2024Q4: 23,143 shares; 2025Q1: 41,304 shares; 2025Q2: 39,330 shares; 2025Q3: 46,179 shares; 2025Q4: 45,499 shares; 2026Q1: 47,227 shares; 2026Q2: 41,650 shares 41,650 $2.58M 0.04% -5,577 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,741 shares; 2024Q4: 14,522 shares; 2025Q1: 16,033 shares; 2025Q2: 16,101 shares; 2025Q3: 15,927 shares; 2025Q4: 15,353 shares; 2026Q1: 24,455 shares; 2026Q2: 54,902 shares 54,902 $2.57M 0.04% +30,447 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,766 shares; 2024Q4: 10,643 shares; 2025Q1: 85,121 shares; 2025Q2: 85,794 shares; 2025Q3: 41,270 shares; 2025Q4: 42,104 shares; 2026Q1: 47,955 shares; 2026Q2: 51,025 shares 51,025 $2.56M 0.04% +3,070 Timeline QQEW 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: 12,378 shares; 2024Q4: 13,629 shares; 2025Q1: 14,228 shares; 2025Q2: 16,494 shares; 2025Q3: 15,977 shares; 2025Q4: 17,921 shares; 2026Q1: 16,904 shares; 2026Q2: 16,038 shares 16,038 $2.56M 0.04% -866 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,147 shares; 2025Q3: 17,958 shares; 2025Q4: 17,492 shares; 2026Q1: 16,972 shares; 2026Q2: 15,783 shares 15,783 $2.56M 0.04% -1,189 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: 113,346 shares; 2024Q4: 109,826 shares; 2025Q1: 121,543 shares; 2025Q2: 124,596 shares; 2025Q3: 124,883 shares; 2025Q4: 128,592 shares; 2026Q1: 153,677 shares; 2026Q2: 133,394 shares 133,394 $2.55M 0.04% -20,283 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: 15,660 shares; 2024Q4: 16,008 shares; 2025Q1: 19,377 shares; 2025Q2: 20,604 shares; 2025Q3: 14,837 shares; 2025Q4: 16,088 shares; 2026Q1: 25,340 shares; 2026Q2: 31,889 shares 31,889 $2.55M 0.04% +6,549 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,963 shares; 2024Q4: 4,221 shares; 2025Q1: 24,337 shares; 2025Q2: 26,872 shares; 2025Q3: 23,792 shares; 2025Q4: 23,443 shares; 2026Q1: 24,313 shares; 2026Q2: 23,803 shares 23,803 $2.55M 0.04% -510 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,120 shares; 2024Q4: 148,083 shares; 2025Q1: 194,313 shares; 2025Q2: 794,790 shares; 2025Q3: 776,199 shares; 2025Q4: 652,018 shares; 2026Q1: 549,081 shares; 2026Q2: 517,830 shares 517,830 $2.53M 0.04% -31,251 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; 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: 63,964 shares 63,964 $2.53M 0.04% new Timeline TRFK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,688 shares; 2025Q4: 8,437 shares; 2026Q1: 13,854 shares; 2026Q2: 23,697 shares 23,697 $2.53M 0.04% +9,843 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,557 shares; 2024Q4: 5,071 shares; 2025Q1: 5,761 shares; 2025Q2: 7,705 shares; 2025Q3: 8,459 shares; 2025Q4: 12,443 shares; 2026Q1: 12,297 shares; 2026Q2: 49,699 shares 49,699 $2.53M 0.04% +37,402 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,831 shares; 2025Q3: 6,996 shares; 2025Q4: not reported; 2026Q1: 4,187 shares; 2026Q2: 28,429 shares 28,429 $2.53M 0.04% +24,242 Timeline ARTY 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: 213,984 shares; 2025Q1: 243,893 shares; 2025Q2: 44,860 shares; 2025Q3: 44,317 shares; 2025Q4: 31,895 shares; 2026Q1: 32,232 shares; 2026Q2: 32,810 shares 32,810 $2.5M 0.04% +578 Timeline FTCB 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: 38,674 shares; 2025Q3: 52,848 shares; 2025Q4: 61,789 shares; 2026Q1: 83,587 shares; 2026Q2: 119,800 shares 119,800 $2.5M 0.04% +36,213 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: 4,733 shares; 2024Q4: 5,003 shares; 2025Q1: 5,751 shares; 2025Q2: 8,110 shares; 2025Q3: 7,641 shares; 2025Q4: 8,418 shares; 2026Q1: 7,783 shares; 2026Q2: 11,094 shares 11,094 $2.48M 0.04% +3,311 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: 26,350 shares; 2024Q4: 36,350 shares; 2025Q1: 39,496 shares; 2025Q2: 67,709 shares; 2025Q3: 76,585 shares; 2025Q4: 66,707 shares; 2026Q1: 101,285 shares; 2026Q2: 76,343 shares 76,343 $2.48M 0.04% -24,942 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,518 shares; 2024Q4: 5,786 shares; 2025Q1: 7,058 shares; 2025Q2: 7,964 shares; 2025Q3: 16,944 shares; 2025Q4: 18,945 shares; 2026Q1: 19,381 shares; 2026Q2: 21,504 shares 21,504 $2.47M 0.04% +2,123 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,687 shares; 2024Q4: 15,635 shares; 2025Q1: 27,314 shares; 2025Q2: 45,626 shares; 2025Q3: 92,086 shares; 2025Q4: 109,604 shares; 2026Q1: 110,018 shares; 2026Q2: 32,678 shares 32,678 $2.47M 0.04% -77,340 Timeline CSEN COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,207 shares 104,207 $2.46M 0.04% new 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: 20,136 shares; 2024Q4: 25,498 shares; 2025Q1: 27,730 shares; 2025Q2: 21,748 shares; 2025Q3: 22,989 shares; 2025Q4: 23,012 shares; 2026Q1: 40,656 shares; 2026Q2: 41,799 shares 41,799 $2.46M 0.04% +1,143 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,913 shares; 2024Q4: 30,391 shares; 2025Q1: 35,441 shares; 2025Q2: 35,945 shares; 2025Q3: 36,430 shares; 2025Q4: 37,954 shares; 2026Q1: 33,801 shares; 2026Q2: 34,239 shares 34,239 $2.45M 0.04% +438 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,301 shares; 2025Q4: 29,756 shares; 2026Q1: 23,123 shares; 2026Q2: 19,921 shares 19,921 $2.44M 0.04% -3,202 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: not reported; 2024Q4: not reported; 2025Q1: 11,042 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,918 shares; 2026Q1: 73,021 shares; 2026Q2: 54,881 shares 54,881 $2.43M 0.04% -18,140 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,228 shares; 2024Q4: 4,931 shares; 2025Q1: 4,955 shares; 2025Q2: 5,370 shares; 2025Q3: 6,756 shares; 2025Q4: 8,059 shares; 2026Q1: 9,384 shares; 2026Q2: 10,168 shares 10,168 $2.42M 0.04% +784 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: 1,699 shares; 2024Q4: 1,893 shares; 2025Q1: 2,245 shares; 2025Q2: 2,628 shares; 2025Q3: 3,359 shares; 2025Q4: 3,984 shares; 2026Q1: 3,873 shares; 2026Q2: 4,734 shares 4,734 $2.41M 0.04% +861 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,616 shares; 2024Q4: 47,003 shares; 2025Q1: 48,699 shares; 2025Q2: 66,910 shares; 2025Q3: 62,722 shares; 2025Q4: 60,711 shares; 2026Q1: 69,950 shares; 2026Q2: 64,655 shares 64,655 $2.39M 0.04% -5,295 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,652 shares; 2024Q4: 3,223 shares; 2025Q1: 3,236 shares; 2025Q2: 3,113 shares; 2025Q3: 18,990 shares; 2025Q4: 18,640 shares; 2026Q1: 21,714 shares; 2026Q2: 21,826 shares 21,826 $2.39M 0.04% +112 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,528 shares; 2025Q2: 14,142 shares; 2025Q3: 15,137 shares; 2025Q4: 13,673 shares; 2026Q1: 20,480 shares; 2026Q2: 23,377 shares 23,377 $2.38M 0.04% +2,897 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,258 shares; 2025Q3: 75,889 shares; 2025Q4: 92,624 shares; 2026Q1: 96,014 shares; 2026Q2: 97,643 shares 97,643 $2.37M 0.04% +1,629 Timeline KNG 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: 360,911 shares; 2024Q4: 373,780 shares; 2025Q1: 338,609 shares; 2025Q2: 303,967 shares; 2025Q3: 310,459 shares; 2025Q4: 72,274 shares; 2026Q1: 506,073 shares; 2026Q2: 46,918 shares 46,918 $2.37M 0.04% -459,155 Timeline FPXI 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: 7,978 shares; 2024Q4: 23,674 shares; 2025Q1: 25,247 shares; 2025Q2: 25,479 shares; 2025Q3: 26,998 shares; 2025Q4: 27,228 shares; 2026Q1: 29,409 shares; 2026Q2: 28,244 shares 28,244 $2.37M 0.04% -1,165 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,903 shares; 2025Q2: 35,070 shares; 2025Q3: 33,632 shares; 2025Q4: 32,489 shares; 2026Q1: 28,595 shares; 2026Q2: 24,745 shares 24,745 $2.35M 0.04% -3,850 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,228 shares; 2024Q4: 21,206 shares; 2025Q1: 28,447 shares; 2025Q2: 26,826 shares; 2025Q3: 25,524 shares; 2025Q4: 25,890 shares; 2026Q1: 29,753 shares; 2026Q2: 24,489 shares 24,489 $2.35M 0.04% -5,264 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: 3,736 shares; 2024Q4: 3,746 shares; 2025Q1: 9,935 shares; 2025Q2: 10,337 shares; 2025Q3: 10,317 shares; 2025Q4: 21,261 shares; 2026Q1: 24,934 shares; 2026Q2: 24,598 shares 24,598 $2.35M 0.04% -336 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 28,667 shares 28,667 $2.34M 0.04% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,196 shares; 2024Q4: 70,334 shares; 2025Q1: 70,899 shares; 2025Q2: 88,542 shares; 2025Q3: 99,924 shares; 2025Q4: 105,649 shares; 2026Q1: 162,902 shares; 2026Q2: 182,384 shares 182,384 $2.33M 0.04% +19,482 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,143 shares; 2026Q2: 42,872 shares 42,872 $2.32M 0.04% +729 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: 9,237 shares; 2024Q4: 8,539 shares; 2025Q1: 10,382 shares; 2025Q2: 12,586 shares; 2025Q3: 12,819 shares; 2025Q4: 15,347 shares; 2026Q1: 15,105 shares; 2026Q2: 14,745 shares 14,745 $2.3M 0.04% -360 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: 1,033 shares; 2024Q4: 1,992 shares; 2025Q1: 1,678 shares; 2025Q2: 3,531 shares; 2025Q3: 3,451 shares; 2025Q4: 3,711 shares; 2026Q1: 5,869 shares; 2026Q2: 7,583 shares 7,583 $2.3M 0.04% +1,714 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: 9,089 shares; 2024Q4: 9,101 shares; 2025Q1: 9,943 shares; 2025Q2: 11,165 shares; 2025Q3: 10,940 shares; 2025Q4: 10,777 shares; 2026Q1: 15,103 shares; 2026Q2: 18,343 shares 18,343 $2.29M 0.04% +3,240 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: 2,095 shares; 2024Q4: 2,099 shares; 2025Q1: 3,456 shares; 2025Q2: 5,092 shares; 2025Q3: 7,939 shares; 2025Q4: 9,341 shares; 2026Q1: 9,273 shares; 2026Q2: 5,614 shares 5,614 $2.29M 0.04% -3,659 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,811 shares; 2025Q1: 12,710 shares; 2025Q2: 13,825 shares; 2025Q3: 13,948 shares; 2025Q4: 13,537 shares; 2026Q1: 11,960 shares; 2026Q2: 9,439 shares 9,439 $2.27M 0.03% -2,521 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,810 shares; 2024Q4: 3,728 shares; 2025Q1: 6,347 shares; 2025Q2: 24,305 shares; 2025Q3: 25,073 shares; 2025Q4: 24,037 shares; 2026Q1: 23,565 shares; 2026Q2: 23,909 shares 23,909 $2.27M 0.03% +344 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,245 shares; 2025Q2: 62,507 shares; 2025Q3: 70,889 shares; 2025Q4: 89,023 shares; 2026Q1: 112,025 shares; 2026Q2: 106,358 shares 106,358 $2.27M 0.03% -5,667 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,191 shares; 2026Q2: 48,080 shares 48,080 $2.26M 0.03% +5,889 Timeline XLII SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,271 shares; 2026Q2: 85,181 shares 85,181 $2.25M 0.03% +4,910 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,341 shares; 2024Q4: 7,366 shares; 2025Q1: 16,722 shares; 2025Q2: 22,379 shares; 2025Q3: 27,054 shares; 2025Q4: 30,185 shares; 2026Q1: 37,309 shares; 2026Q2: 43,376 shares 43,376 $2.25M 0.03% +6,067 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: 4,528 shares; 2024Q4: 4,561 shares; 2025Q1: 11,388 shares; 2025Q2: 5,168 shares; 2025Q3: 5,864 shares; 2025Q4: 7,138 shares; 2026Q1: 6,583 shares; 2026Q2: 7,138 shares 7,138 $2.24M 0.03% +555 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,970 shares; 2024Q4: 36,362 shares; 2025Q1: 56,331 shares; 2025Q2: 59,600 shares; 2025Q3: 61,805 shares; 2025Q4: 65,364 shares; 2026Q1: 66,655 shares; 2026Q2: 64,170 shares 64,170 $2.23M 0.03% -2,485 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,644 shares; 2024Q4: not reported; 2025Q1: 7,394 shares; 2025Q2: 12,410 shares; 2025Q3: 15,632 shares; 2025Q4: 18,067 shares; 2026Q1: 47,347 shares; 2026Q2: 45,916 shares 45,916 $2.22M 0.03% -1,431 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,954 shares; 2025Q2: 101,913 shares; 2025Q3: 33,143 shares; 2025Q4: 39,590 shares; 2026Q1: 66,179 shares; 2026Q2: 75,018 shares 75,018 $2.21M 0.03% +8,839 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,236 shares; 2024Q4: 6,242 shares; 2025Q1: 4,836 shares; 2025Q2: 5,107 shares; 2025Q3: 6,216 shares; 2025Q4: 50,075 shares; 2026Q1: 23,313 shares; 2026Q2: 24,204 shares 24,204 $2.21M 0.03% +891 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,430 shares; 2024Q4: 49,042 shares; 2025Q1: 40,148 shares; 2025Q2: 41,736 shares; 2025Q3: 39,855 shares; 2025Q4: 36,801 shares; 2026Q1: 54,209 shares; 2026Q2: 69,717 shares 69,717 $2.2M 0.03% +15,508 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,076 shares; 2024Q4: 6,312 shares; 2025Q1: 6,240 shares; 2025Q2: 5,811 shares; 2025Q3: 8,104 shares; 2025Q4: 13,674 shares; 2026Q1: 14,613 shares; 2026Q2: 13,343 shares 13,343 $2.2M 0.03% -1,270 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: 3,247 shares; 2024Q4: 3,565 shares; 2025Q1: 3,235 shares; 2025Q2: 3,938 shares; 2025Q3: 22,496 shares; 2025Q4: 23,384 shares; 2026Q1: 25,098 shares; 2026Q2: 10,042 shares 10,042 $2.19M 0.03% -15,056 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,664 shares; 2024Q4: 49,274 shares; 2025Q1: 57,785 shares; 2025Q2: 56,397 shares; 2025Q3: 56,439 shares; 2025Q4: 61,288 shares; 2026Q1: 55,664 shares; 2026Q2: 80,980 shares 80,980 $2.19M 0.03% +25,316 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,967 shares; 2025Q2: 12,268 shares; 2025Q3: 13,081 shares; 2025Q4: 13,937 shares; 2026Q1: 21,718 shares; 2026Q2: 22,671 shares 22,671 $2.18M 0.03% +953 Timeline