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: 233,338 shares; 2024Q4: 1,123,276 shares; 2025Q1: 1,238,873 shares; 2025Q2: 1,304,013 shares; 2025Q3: 1,985,360 shares; 2025Q4: 1,997,439 shares; 2026Q1: 1,917,892 shares; 2026Q2: 2,150,273 shares 2,150,273 $197M 4.11% +232,381 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,248 shares; 2024Q4: 304,426 shares; 2025Q1: 307,352 shares; 2025Q2: 468,764 shares; 2025Q3: 527,188 shares; 2025Q4: 525,172 shares; 2026Q1: 581,204 shares; 2026Q2: 590,605 shares 590,605 $171M 3.56% +9,401 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: 210,955 shares; 2024Q4: 226,090 shares; 2025Q1: 106,160 shares; 2025Q2: 321,574 shares; 2025Q3: 346,224 shares; 2025Q4: 721,891 shares; 2026Q1: 728,979 shares; 2026Q2: 636,291 shares 636,291 $121M 2.53% -92,688 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: 39,918 shares; 2024Q4: 95,320 shares; 2025Q1: 92,162 shares; 2025Q2: 69,225 shares; 2025Q3: 122,084 shares; 2025Q4: 129,349 shares; 2026Q1: 99,008 shares; 2026Q2: 111,606 shares 111,606 $83.6M 1.74% +12,598 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506,453 shares; 2024Q4: 501,912 shares; 2025Q1: 449,766 shares; 2025Q2: 495,140 shares; 2025Q3: 1,144,280 shares; 2025Q4: 1,145,269 shares; 2026Q1: 1,111,165 shares; 2026Q2: 1,465,162 shares 1,465,162 $81M 1.69% +353,997 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: 277,856 shares; 2024Q4: 292,718 shares; 2025Q1: 299,570 shares; 2025Q2: 287,999 shares; 2025Q3: 348,836 shares; 2025Q4: 349,481 shares; 2026Q1: 379,664 shares; 2026Q2: 386,184 shares 386,184 $77.3M 1.61% +6,520 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: 120,352 shares; 2024Q4: 130,777 shares; 2025Q1: 132,052 shares; 2025Q2: 132,144 shares; 2025Q3: 165,189 shares; 2025Q4: 170,254 shares; 2026Q1: 170,309 shares; 2026Q2: 177,551 shares 177,551 $66.2M 1.38% +7,242 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,128,770 shares; 2026Q1: 2,852,920 shares; 2026Q2: 2,655,295 shares 2,655,295 $54.4M 1.13% -197,625 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: 110,713 shares; 2024Q4: 122,544 shares; 2025Q1: 123,438 shares; 2025Q2: 114,260 shares; 2025Q3: 123,998 shares; 2025Q4: 124,292 shares; 2026Q1: 122,973 shares; 2026Q2: 135,082 shares 135,082 $51M 1.06% +12,109 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: 139,761 shares; 2024Q4: 150,998 shares; 2025Q1: 156,909 shares; 2025Q2: 157,243 shares; 2025Q3: 192,497 shares; 2025Q4: 192,042 shares; 2026Q1: 202,649 shares; 2026Q2: 207,227 shares 207,227 $49.4M 1.03% +4,578 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: 99,321 shares; 2024Q4: 107,464 shares; 2025Q1: 115,477 shares; 2025Q2: 115,406 shares; 2025Q3: 165,374 shares; 2025Q4: 128,290 shares; 2026Q1: 132,813 shares; 2026Q2: 134,370 shares 134,370 $48M 1% +1,557 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,596 shares; 2024Q4: 252,667 shares; 2025Q1: 252,328 shares; 2025Q2: 252,787 shares; 2025Q3: 252,928 shares; 2025Q4: 252,598 shares; 2026Q1: 253,860 shares; 2026Q2: 252,329 shares 252,329 $47.5M 0.99% -1,531 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: 66,963 shares; 2024Q4: 89,199 shares; 2025Q1: 153,547 shares; 2025Q2: 141,266 shares; 2025Q3: 146,737 shares; 2025Q4: 240,483 shares; 2026Q1: 73,171 shares; 2026Q2: 402,951 shares 402,951 $47.3M 0.99% +329,780 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: 33,649 shares; 2024Q4: 37,813 shares; 2025Q1: 46,849 shares; 2025Q2: 53,719 shares; 2025Q3: 59,839 shares; 2025Q4: 60,769 shares; 2026Q1: 78,979 shares; 2026Q2: 74,317 shares 74,317 $46.6M 0.97% -4,662 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: 105,312 shares; 2024Q4: 108,922 shares; 2025Q1: 121,429 shares; 2025Q2: 92,157 shares; 2025Q3: 127,072 shares; 2025Q4: 130,935 shares; 2026Q1: 136,303 shares; 2026Q2: 537,525 shares 537,525 $43.3M 0.9% +401,222 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: 100,510 shares; 2024Q4: 110,186 shares; 2025Q1: 107,883 shares; 2025Q2: 112,563 shares; 2025Q3: 130,251 shares; 2025Q4: 125,091 shares; 2026Q1: 126,650 shares; 2026Q2: 121,185 shares 121,185 $42.8M 0.89% -5,465 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: 1,446,079 shares; 2025Q1: 1,433,292 shares; 2025Q2: 1,429,052 shares; 2025Q3: 1,426,696 shares; 2025Q4: 1,407,637 shares; 2026Q1: 1,417,367 shares; 2026Q2: 1,418,231 shares 1,418,231 $41.7M 0.87% +864 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: 200,218 shares; 2024Q4: 216,231 shares; 2025Q1: 285,491 shares; 2025Q2: 295,412 shares; 2025Q3: 327,806 shares; 2025Q4: 374,693 shares; 2026Q1: 475,483 shares; 2026Q2: 531,764 shares 531,764 $37.9M 0.79% +56,281 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: 83,208 shares; 2024Q4: 87,295 shares; 2025Q1: 88,490 shares; 2025Q2: 92,123 shares; 2025Q3: 94,790 shares; 2025Q4: 95,831 shares; 2026Q1: 100,206 shares; 2026Q2: 103,640 shares 103,640 $37.5M 0.78% +3,434 Timeline DHSB STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 758,959 shares; 2025Q2: 739,534 shares; 2025Q3: 1,496,797 shares; 2025Q4: 1,494,557 shares; 2026Q1: 1,590,199 shares; 2026Q2: 1,372,814 shares 1,372,814 $37.3M 0.78% -217,385 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: 403,471 shares; 2024Q4: 449,749 shares; 2025Q1: 457,822 shares; 2025Q2: 419,353 shares; 2025Q3: 441,740 shares; 2025Q4: 458,920 shares; 2026Q1: 472,175 shares; 2026Q2: 473,125 shares 473,125 $36.5M 0.76% +950 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: 243,514 shares; 2024Q4: 262,901 shares; 2025Q1: 252,887 shares; 2025Q2: 177,469 shares; 2025Q3: 223,030 shares; 2025Q4: 279,545 shares; 2026Q1: 246,161 shares; 2026Q2: 240,301 shares 240,301 $35.6M 0.74% -5,860 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75,255 shares; 2025Q1: 78,274 shares; 2025Q2: 75,514 shares; 2025Q3: 85,557 shares; 2025Q4: 80,455 shares; 2026Q1: 82,687 shares; 2026Q2: 81,129 shares 81,129 $35.2M 0.73% -1,558 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: 76,560 shares; 2024Q4: 83,013 shares; 2025Q1: 86,973 shares; 2025Q2: 85,703 shares; 2025Q3: 114,616 shares; 2025Q4: 104,557 shares; 2026Q1: 102,974 shares; 2026Q2: 104,989 shares 104,989 $34.4M 0.72% +2,015 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: 35,584 shares; 2024Q4: 51,458 shares; 2025Q1: 46,391 shares; 2025Q2: 64,699 shares; 2025Q3: 95,035 shares; 2025Q4: 102,204 shares; 2026Q1: 82,170 shares; 2026Q2: 92,391 shares 92,391 $34M 0.71% +10,221 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: 57,201 shares; 2024Q4: 57,973 shares; 2025Q1: 65,269 shares; 2025Q2: 66,366 shares; 2025Q3: 71,596 shares; 2025Q4: 71,631 shares; 2026Q1: 69,394 shares; 2026Q2: 270,163 shares 270,163 $33.5M 0.7% +200,769 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: 34,557 shares; 2024Q4: 36,011 shares; 2025Q1: 35,700 shares; 2025Q2: 34,147 shares; 2025Q3: 41,354 shares; 2025Q4: 40,627 shares; 2026Q1: 39,218 shares; 2026Q2: 44,330 shares 44,330 $32.6M 0.68% +5,112 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: 47,199 shares; 2024Q4: 90,328 shares; 2025Q1: 123,934 shares; 2025Q2: 111,450 shares; 2025Q3: 212,436 shares; 2025Q4: 143,721 shares; 2026Q1: 388,066 shares; 2026Q2: 358,629 shares 358,629 $31.5M 0.66% -29,437 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: not reported; 2024Q4: 171,877 shares; 2025Q1: 171,671 shares; 2025Q2: 171,555 shares; 2025Q3: 187,215 shares; 2025Q4: 187,363 shares; 2026Q1: 186,049 shares; 2026Q2: 182,890 shares 182,890 $29.9M 0.62% -3,159 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: 31,285 shares; 2024Q4: 32,486 shares; 2025Q1: 36,441 shares; 2025Q2: 38,941 shares; 2025Q3: 52,252 shares; 2025Q4: 46,414 shares; 2026Q1: 42,650 shares; 2026Q2: 51,067 shares 51,067 $28.8M 0.6% +8,417 Timeline SSXU STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540,734 shares; 2025Q4: 542,172 shares; 2026Q1: 517,363 shares; 2026Q2: 772,234 shares 772,234 $27.4M 0.57% +254,871 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: 115,919 shares; 2024Q4: 168,770 shares; 2025Q1: 139,647 shares; 2025Q2: 108,989 shares; 2025Q3: 183,571 shares; 2025Q4: 195,978 shares; 2026Q1: 198,523 shares; 2026Q2: 192,433 shares 192,433 $26.5M 0.55% -6,090 Timeline BILS 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: 172,127 shares; 2024Q4: 387,372 shares; 2025Q1: 493,133 shares; 2025Q2: 297,399 shares; 2025Q3: 363,159 shares; 2025Q4: 389,925 shares; 2026Q1: 365,336 shares; 2026Q2: 262,178 shares 262,178 $26.1M 0.54% -103,158 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: 87,618 shares; 2024Q4: 106,538 shares; 2025Q1: 150,814 shares; 2025Q2: 201,370 shares; 2025Q3: 311,325 shares; 2025Q4: 334,265 shares; 2026Q1: 339,108 shares; 2026Q2: 313,045 shares 313,045 $25.9M 0.54% -26,063 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: 21,015 shares; 2024Q4: 26,588 shares; 2025Q1: 27,302 shares; 2025Q2: 28,001 shares; 2025Q3: 42,668 shares; 2025Q4: 54,706 shares; 2026Q1: 54,129 shares; 2026Q2: 51,272 shares 51,272 $25.7M 0.54% -2,857 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: 16,358 shares; 2024Q4: 19,808 shares; 2025Q1: 19,589 shares; 2025Q2: 18,344 shares; 2025Q3: 21,245 shares; 2025Q4: 21,126 shares; 2026Q1: 24,538 shares; 2026Q2: 21,219 shares 21,219 $25.5M 0.53% -3,319 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: 33,289 shares; 2024Q4: 75,432 shares; 2025Q1: 80,747 shares; 2025Q2: 85,609 shares; 2025Q3: 82,898 shares; 2025Q4: 85,989 shares; 2026Q1: 123,156 shares; 2026Q2: 115,263 shares 115,263 $25.1M 0.52% -7,893 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: 125,259 shares; 2024Q4: 204,503 shares; 2025Q1: 196,044 shares; 2025Q2: 167,334 shares; 2025Q3: 186,785 shares; 2025Q4: 202,192 shares; 2026Q1: 239,253 shares; 2026Q2: 243,929 shares 243,929 $25M 0.52% +4,676 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: 100,258 shares; 2024Q4: 140,539 shares; 2025Q1: 150,875 shares; 2025Q2: 189,903 shares; 2025Q3: 236,627 shares; 2025Q4: 245,161 shares; 2026Q1: 246,647 shares; 2026Q2: 247,653 shares 247,653 $23.9M 0.5% +1,006 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: 165,553 shares; 2024Q4: 187,170 shares; 2025Q1: 190,573 shares; 2025Q2: 189,409 shares; 2025Q3: 280,366 shares; 2025Q4: 232,079 shares; 2026Q1: 228,674 shares; 2026Q2: 197,451 shares 197,451 $23.2M 0.48% -31,223 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: 11,409 shares; 2024Q4: 30,537 shares; 2025Q1: 35,345 shares; 2025Q2: 37,078 shares; 2025Q3: 36,794 shares; 2025Q4: 36,905 shares; 2026Q1: 44,999 shares; 2026Q2: 266,088 shares 266,088 $22.9M 0.48% +221,089 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: 109,338 shares; 2024Q4: 139,922 shares; 2025Q1: 73,511 shares; 2025Q2: 126,569 shares; 2025Q3: 131,264 shares; 2025Q4: 181,592 shares; 2026Q1: 144,223 shares; 2026Q2: 144,201 shares 144,201 $22.9M 0.48% -22 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: 23,318 shares; 2024Q4: 34,537 shares; 2025Q1: 36,762 shares; 2025Q2: 36,752 shares; 2025Q3: 84,700 shares; 2025Q4: 96,190 shares; 2026Q1: 112,776 shares; 2026Q2: 97,126 shares 97,126 $22.1M 0.46% -15,650 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: 18,835 shares; 2024Q4: 16,265 shares; 2025Q1: 37,228 shares; 2025Q2: 20,595 shares; 2025Q3: 21,605 shares; 2025Q4: 20,345 shares; 2026Q1: 20,602 shares; 2026Q2: 18,946 shares 18,946 $21.9M 0.46% -1,656 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,717 shares; 2024Q4: 160,069 shares; 2025Q1: 165,456 shares; 2025Q2: 167,148 shares; 2025Q3: 186,532 shares; 2025Q4: 212,214 shares; 2026Q1: 273,821 shares; 2026Q2: 282,994 shares 282,994 $21.7M 0.45% +9,173 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: 29,036 shares; 2024Q4: 122,832 shares; 2025Q1: 107,968 shares; 2025Q2: 128,722 shares; 2025Q3: 249,426 shares; 2025Q4: 295,655 shares; 2026Q1: 314,927 shares; 2026Q2: 318,972 shares 318,972 $21.7M 0.45% +4,045 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: 44,731 shares; 2024Q4: 81,161 shares; 2025Q1: 237,131 shares; 2025Q2: 259,194 shares; 2025Q3: 286,476 shares; 2025Q4: 296,283 shares; 2026Q1: 277,084 shares; 2026Q2: 282,506 shares 282,506 $21.3M 0.44% +5,422 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: 105,535 shares; 2024Q4: 140,029 shares; 2025Q1: 170,076 shares; 2025Q2: 164,135 shares; 2025Q3: 167,025 shares; 2025Q4: 199,121 shares; 2026Q1: 183,114 shares; 2026Q2: 256,277 shares 256,277 $21.2M 0.44% +73,163 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: 57,931 shares; 2024Q4: 59,736 shares; 2025Q1: 73,481 shares; 2025Q2: 75,703 shares; 2025Q3: 88,416 shares; 2025Q4: 91,678 shares; 2026Q1: 90,636 shares; 2026Q2: 86,242 shares 86,242 $20.9M 0.44% -4,394 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: 76,329 shares; 2024Q4: 86,339 shares; 2025Q1: 87,954 shares; 2025Q2: 87,628 shares; 2025Q3: 311,556 shares; 2025Q4: 333,960 shares; 2026Q1: 387,094 shares; 2026Q2: 454,066 shares 454,066 $20.7M 0.43% +66,972 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: 11,601 shares; 2024Q4: 13,842 shares; 2025Q1: 13,937 shares; 2025Q2: 13,000 shares; 2025Q3: 14,988 shares; 2025Q4: 67,359 shares; 2026Q1: 55,099 shares; 2026Q2: 55,263 shares 55,263 $20.4M 0.43% +164 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: 9,960 shares; 2024Q4: 57,018 shares; 2025Q1: 60,004 shares; 2025Q2: 73,250 shares; 2025Q3: 133,668 shares; 2025Q4: 121,611 shares; 2026Q1: 109,396 shares; 2026Q2: 91,877 shares 91,877 $20.2M 0.42% -17,519 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: 111,705 shares; 2024Q4: 121,281 shares; 2025Q1: 160,606 shares; 2025Q2: 181,222 shares; 2025Q3: 174,714 shares; 2025Q4: 213,026 shares; 2026Q1: 88,851 shares; 2026Q2: 185,280 shares 185,280 $19.8M 0.41% +96,429 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: 36,520 shares; 2024Q4: 42,000 shares; 2025Q1: 43,221 shares; 2025Q2: 47,154 shares; 2025Q3: 55,851 shares; 2025Q4: 57,631 shares; 2026Q1: 56,770 shares; 2026Q2: 57,273 shares 57,273 $19.6M 0.41% +503 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: 13,136 shares; 2024Q4: 14,082 shares; 2025Q1: 14,168 shares; 2025Q2: 15,635 shares; 2025Q3: 18,949 shares; 2025Q4: 19,604 shares; 2026Q1: 20,494 shares; 2026Q2: 20,967 shares 20,967 $19.6M 0.41% +473 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,611 shares; 2024Q4: 541,563 shares; 2025Q1: 572,693 shares; 2025Q2: 593,760 shares; 2025Q3: 685,018 shares; 2025Q4: 749,986 shares; 2026Q1: 924,872 shares; 2026Q2: 1,092,360 shares 1,092,360 $19.5M 0.41% +167,488 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,445 shares; 2024Q4: 320,201 shares; 2025Q1: 351,674 shares; 2025Q2: 272,995 shares; 2025Q3: 348,551 shares; 2025Q4: 341,443 shares; 2026Q1: 366,292 shares; 2026Q2: 393,420 shares 393,420 $19.5M 0.41% +27,128 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,568 shares; 2024Q4: 119,926 shares; 2025Q1: 121,798 shares; 2025Q2: 97,371 shares; 2025Q3: 134,035 shares; 2025Q4: 154,124 shares; 2026Q1: 135,616 shares; 2026Q2: 140,588 shares 140,588 $19.2M 0.4% +4,972 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: 128,794 shares; 2024Q4: 133,785 shares; 2025Q1: 145,348 shares; 2025Q2: 98,810 shares; 2025Q3: 158,536 shares; 2025Q4: 159,360 shares; 2026Q1: 158,126 shares; 2026Q2: 166,906 shares 166,906 $18.4M 0.38% +8,780 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: 29,831 shares; 2024Q4: 37,922 shares; 2025Q1: 39,401 shares; 2025Q2: 40,944 shares; 2025Q3: 44,577 shares; 2025Q4: 42,345 shares; 2026Q1: 68,818 shares; 2026Q2: 72,676 shares 72,676 $18.3M 0.38% +3,858 Timeline SSFI STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,279 shares; 2024Q4: 33,343 shares; 2025Q1: 35,308 shares; 2025Q2: 52,683 shares; 2025Q3: 612,946 shares; 2025Q4: 597,794 shares; 2026Q1: 626,981 shares; 2026Q2: 840,069 shares 840,069 $17.9M 0.37% +213,088 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,536 shares; 2025Q2: 457,030 shares; 2025Q3: 486,283 shares; 2025Q4: 440,614 shares; 2026Q1: 766,470 shares; 2026Q2: 768,762 shares 768,762 $17.2M 0.36% +2,292 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: 32,602 shares; 2024Q4: 53,520 shares; 2025Q1: 224,282 shares; 2025Q2: 217,315 shares; 2025Q3: 238,891 shares; 2025Q4: 259,184 shares; 2026Q1: 312,333 shares; 2026Q2: 207,508 shares 207,508 $17M 0.36% -104,825 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: 24,606 shares; 2024Q4: 24,417 shares; 2025Q1: 39,918 shares; 2025Q2: 25,264 shares; 2025Q3: 29,175 shares; 2025Q4: 28,442 shares; 2026Q1: 27,644 shares; 2026Q2: 28,889 shares 28,889 $16.8M 0.35% +1,245 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: 9,629 shares; 2024Q4: 76,149 shares; 2025Q1: 63,961 shares; 2025Q2: 100,653 shares; 2025Q3: 245,460 shares; 2025Q4: 276,641 shares; 2026Q1: 271,794 shares; 2026Q2: 215,428 shares 215,428 $16.5M 0.34% -56,366 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 164,171 shares; 2025Q1: 25,771 shares; 2025Q2: 138,521 shares; 2025Q3: 96,762 shares; 2025Q4: 97,603 shares; 2026Q1: 244,754 shares; 2026Q2: 214,437 shares 214,437 $16.2M 0.34% -30,317 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: 7,543 shares; 2024Q4: 9,557 shares; 2025Q1: 17,926 shares; 2025Q2: 18,475 shares; 2025Q3: 20,248 shares; 2025Q4: 20,619 shares; 2026Q1: 13,720 shares; 2026Q2: 14,645 shares 14,645 $15.6M 0.33% +925 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: 63,949 shares; 2024Q4: 69,818 shares; 2025Q1: 74,756 shares; 2025Q2: 71,003 shares; 2025Q3: 78,065 shares; 2025Q4: 79,669 shares; 2026Q1: 81,923 shares; 2026Q2: 82,150 shares 82,150 $15.6M 0.33% +227 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: 68,005 shares; 2024Q4: 114,258 shares; 2025Q1: 122,092 shares; 2025Q2: 124,912 shares; 2025Q3: 167,959 shares; 2025Q4: 118,175 shares; 2026Q1: 124,075 shares; 2026Q2: 120,301 shares 120,301 $15.5M 0.32% -3,774 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: 40,607 shares; 2024Q4: 42,979 shares; 2025Q1: 44,294 shares; 2025Q2: 17,492 shares; 2025Q3: 48,722 shares; 2025Q4: 48,372 shares; 2026Q1: 49,679 shares; 2026Q2: 50,954 shares 50,954 $15.4M 0.32% +1,275 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 87,941 shares 87,941 $15.3M 0.32% new 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: 45,951 shares; 2024Q4: 57,766 shares; 2025Q1: 53,646 shares; 2025Q2: 99,057 shares; 2025Q3: 70,369 shares; 2025Q4: 73,053 shares; 2026Q1: 81,950 shares; 2026Q2: 154,080 shares 154,080 $15.3M 0.32% +72,130 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: 35,590 shares; 2024Q4: 53,206 shares; 2025Q1: 88,608 shares; 2025Q2: 94,334 shares; 2025Q3: 106,158 shares; 2025Q4: 103,016 shares; 2026Q1: 103,244 shares; 2026Q2: 107,345 shares 107,345 $15M 0.31% +4,101 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: 141,107 shares; 2024Q4: 150,968 shares; 2025Q1: 151,365 shares; 2025Q2: 112,638 shares; 2025Q3: 156,926 shares; 2025Q4: 152,933 shares; 2026Q1: 151,010 shares; 2026Q2: 153,632 shares 153,632 $14.8M 0.31% +2,622 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: 44,934 shares; 2024Q4: 50,662 shares; 2025Q1: 49,250 shares; 2025Q2: 48,458 shares; 2025Q3: 57,240 shares; 2025Q4: 56,998 shares; 2026Q1: 56,584 shares; 2026Q2: 56,610 shares 56,610 $14.4M 0.3% +26 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: 8,336 shares; 2024Q4: 13,310 shares; 2025Q1: 12,377 shares; 2025Q2: 13,801 shares; 2025Q3: 17,664 shares; 2025Q4: 18,383 shares; 2026Q1: 16,630 shares; 2026Q2: 20,743 shares 20,743 $14.2M 0.3% +4,113 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: 205,047 shares; 2024Q4: 211,114 shares; 2025Q1: 217,938 shares; 2025Q2: 209,689 shares; 2025Q3: 243,282 shares; 2025Q4: 236,277 shares; 2026Q1: 235,371 shares; 2026Q2: 245,574 shares 245,574 $14M 0.29% +10,203 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: 7,298 shares; 2024Q4: 95,135 shares; 2025Q1: 72,686 shares; 2025Q2: 74,921 shares; 2025Q3: 114,496 shares; 2025Q4: 91,524 shares; 2026Q1: 88,493 shares; 2026Q2: 111,344 shares 111,344 $13.9M 0.29% +22,851 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: 157,146 shares; 2024Q4: 165,406 shares; 2025Q1: 168,071 shares; 2025Q2: 166,436 shares; 2025Q3: 156,577 shares; 2025Q4: 157,049 shares; 2026Q1: 157,780 shares; 2026Q2: 152,188 shares 152,188 $13.7M 0.29% -5,592 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: 34,487 shares; 2024Q4: 35,857 shares; 2025Q1: 89,560 shares; 2025Q2: 89,090 shares; 2025Q3: 83,476 shares; 2025Q4: 88,539 shares; 2026Q1: 86,958 shares; 2026Q2: 81,389 shares 81,389 $13.4M 0.28% -5,569 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 292,498 shares; 2025Q1: 293,268 shares; 2025Q2: 289,990 shares; 2025Q3: 289,162 shares; 2025Q4: 308,173 shares; 2026Q1: 310,270 shares; 2026Q2: 317,809 shares 317,809 $13.3M 0.28% +7,539 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: 19,885 shares; 2024Q4: 23,758 shares; 2025Q1: 26,560 shares; 2025Q2: 27,856 shares; 2025Q3: 33,132 shares; 2025Q4: 33,868 shares; 2026Q1: 31,489 shares; 2026Q2: 37,254 shares 37,254 $13.1M 0.27% +5,765 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: 52,968 shares; 2024Q4: 92,056 shares; 2025Q1: 107,181 shares; 2025Q2: 97,118 shares; 2025Q3: 137,108 shares; 2025Q4: 89,997 shares; 2026Q1: 83,646 shares; 2026Q2: 79,011 shares 79,011 $13.1M 0.27% -4,635 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: 68,898 shares; 2024Q4: 118,497 shares; 2025Q1: 128,801 shares; 2025Q2: 183,973 shares; 2025Q3: 140,017 shares; 2025Q4: 259,306 shares; 2026Q1: 198,687 shares; 2026Q2: 239,479 shares 239,479 $12.7M 0.27% +40,792 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: 50,231 shares; 2024Q4: 50,911 shares; 2025Q1: 89,930 shares; 2025Q2: 92,088 shares; 2025Q3: 89,557 shares; 2025Q4: 93,339 shares; 2026Q1: 102,025 shares; 2026Q2: 107,553 shares 107,553 $12.6M 0.26% +5,528 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: 13,337 shares; 2024Q4: 30,574 shares; 2025Q1: 31,000 shares; 2025Q2: 19,734 shares; 2025Q3: 33,255 shares; 2025Q4: 33,135 shares; 2026Q1: 32,878 shares; 2026Q2: 35,285 shares 35,285 $12M 0.25% +2,407 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,570 shares; 2024Q4: 223,148 shares; 2025Q1: 258,576 shares; 2025Q2: 340,967 shares; 2025Q3: 388,457 shares; 2025Q4: 435,444 shares; 2026Q1: 492,684 shares; 2026Q2: 538,086 shares 538,086 $12M 0.25% +45,402 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: 22,087 shares; 2024Q4: 23,907 shares; 2025Q1: 31,026 shares; 2025Q2: 37,176 shares; 2025Q3: 40,756 shares; 2025Q4: 39,857 shares; 2026Q1: 42,451 shares; 2026Q2: 43,925 shares 43,925 $11.9M 0.25% +1,474 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,037 shares; 2024Q4: 34,450 shares; 2025Q1: 102,477 shares; 2025Q2: 184,879 shares; 2025Q3: 191,780 shares; 2025Q4: 196,077 shares; 2026Q1: 210,798 shares; 2026Q2: 234,855 shares 234,855 $11.9M 0.25% +24,057 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 529,399 shares; 2026Q2: 543,796 shares 543,796 $11.8M 0.25% +14,397 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: 11,386 shares; 2024Q4: 12,489 shares; 2025Q1: 12,431 shares; 2025Q2: 13,101 shares; 2025Q3: 12,990 shares; 2025Q4: 12,909 shares; 2026Q1: 13,334 shares; 2026Q2: 15,020 shares 15,020 $11.5M 0.24% +1,686 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: 10,495 shares; 2024Q4: 10,310 shares; 2025Q1: 3,650 shares; 2025Q2: 13,959 shares; 2025Q3: 13,105 shares; 2025Q4: 21,116 shares; 2026Q1: 24,224 shares; 2026Q2: 133,629 shares 133,629 $11.4M 0.24% +109,405 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: 24,676 shares; 2024Q4: 25,786 shares; 2025Q1: 26,156 shares; 2025Q2: 28,513 shares; 2025Q3: 30,609 shares; 2025Q4: 27,746 shares; 2026Q1: 25,624 shares; 2026Q2: 26,790 shares 26,790 $11.4M 0.24% +1,166 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: 68,082 shares; 2024Q4: 73,265 shares; 2025Q1: 81,456 shares; 2025Q2: 75,770 shares; 2025Q3: 95,550 shares; 2025Q4: 95,919 shares; 2026Q1: 94,515 shares; 2026Q2: 99,262 shares 99,262 $11.2M 0.23% +4,747 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,418 shares; 2024Q4: 106,529 shares; 2025Q1: 120,799 shares; 2025Q2: 128,132 shares; 2025Q3: 151,101 shares; 2025Q4: 166,379 shares; 2026Q1: 178,790 shares; 2026Q2: 221,517 shares 221,517 $11M 0.23% +42,727 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: 5,776 shares; 2024Q4: 7,242 shares; 2025Q1: 7,975 shares; 2025Q2: 11,046 shares; 2025Q3: 12,832 shares; 2025Q4: 9,931 shares; 2026Q1: 12,683 shares; 2026Q2: 14,999 shares 14,999 $10.8M 0.23% +2,316 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: 239,153 shares; 2024Q4: 221,469 shares; 2025Q1: 218,972 shares; 2025Q2: 204,464 shares; 2025Q3: 203,105 shares; 2025Q4: 199,819 shares; 2026Q1: 200,335 shares; 2026Q2: 210,011 shares 210,011 $10.8M 0.23% +9,676 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: 114,226 shares; 2024Q4: 125,777 shares; 2025Q1: 136,944 shares; 2025Q2: 142,610 shares; 2025Q3: 165,547 shares; 2025Q4: 168,152 shares; 2026Q1: 170,674 shares; 2026Q2: 180,176 shares 180,176 $10.8M 0.22% +9,502 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: 54,214 shares; 2024Q4: 53,526 shares; 2025Q1: 54,748 shares; 2025Q2: 24,733 shares; 2025Q3: 50,164 shares; 2025Q4: 49,808 shares; 2026Q1: 53,709 shares; 2026Q2: 53,747 shares 53,747 $10.6M 0.22% +38 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: 186,542 shares; 2024Q4: 193,619 shares; 2025Q1: 199,305 shares; 2025Q2: 143,867 shares; 2025Q3: 216,775 shares; 2025Q4: 141,387 shares; 2026Q1: 122,304 shares; 2026Q2: 198,035 shares 198,035 $10.6M 0.22% +75,731 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,750 shares; 2024Q4: 23,763 shares; 2025Q1: 21,423 shares; 2025Q2: 22,845 shares; 2025Q3: 39,140 shares; 2025Q4: 82,023 shares; 2026Q1: 111,066 shares; 2026Q2: 109,953 shares 109,953 $10.6M 0.22% -1,113 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: 113,650 shares; 2024Q4: 120,196 shares; 2025Q1: 87,191 shares; 2025Q2: 78,140 shares; 2025Q3: 109,557 shares; 2025Q4: 127,520 shares; 2026Q1: 123,515 shares; 2026Q2: 176,485 shares 176,485 $10.5M 0.22% +52,970 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: 133,184 shares; 2024Q4: 150,235 shares; 2025Q1: 141,250 shares; 2025Q2: 131,308 shares; 2025Q3: 161,671 shares; 2025Q4: 166,276 shares; 2026Q1: 157,264 shares; 2026Q2: 198,439 shares 198,439 $10M 0.21% +41,175 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,165 shares; 2024Q4: 169,514 shares; 2025Q1: 164,938 shares; 2025Q2: 160,780 shares; 2025Q3: 142,808 shares; 2025Q4: 136,623 shares; 2026Q1: 133,501 shares; 2026Q2: 129,312 shares 129,312 $9.81M 0.2% -4,189 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: 35,970 shares; 2024Q4: 33,869 shares; 2025Q1: 31,000 shares; 2025Q2: 25,214 shares; 2025Q3: 25,808 shares; 2025Q4: 24,407 shares; 2026Q1: 22,996 shares; 2026Q2: 23,459 shares 23,459 $9.75M 0.2% +463 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: 28,370 shares; 2024Q4: 52,590 shares; 2025Q1: 66,982 shares; 2025Q2: 101,794 shares; 2025Q3: 124,573 shares; 2025Q4: 280,541 shares; 2026Q1: 413,682 shares; 2026Q2: 350,303 shares 350,303 $9.7M 0.2% -63,379 Timeline BLV 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: 61,829 shares; 2024Q4: 102,431 shares; 2025Q1: 23,736 shares; 2025Q2: not reported; 2025Q3: 21,546 shares; 2025Q4: 49,484 shares; 2026Q1: 434 shares; 2026Q2: 140,270 shares 140,270 $9.67M 0.2% +139,836 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: 32,427 shares; 2024Q4: 132,954 shares; 2025Q1: 147,531 shares; 2025Q2: 129,750 shares; 2025Q3: 157,026 shares; 2025Q4: 173,428 shares; 2026Q1: 180,265 shares; 2026Q2: 209,211 shares 209,211 $9.66M 0.2% +28,946 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: 50,486 shares; 2024Q4: 40,544 shares; 2025Q1: 51,002 shares; 2025Q2: 69,602 shares; 2025Q3: 36,814 shares; 2025Q4: 33,664 shares; 2026Q1: 172,598 shares; 2026Q2: 52,096 shares 52,096 $9.65M 0.2% -120,502 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: 50,549 shares; 2024Q4: 51,091 shares; 2025Q1: 54,334 shares; 2025Q2: 50,772 shares; 2025Q3: 60,393 shares; 2025Q4: 60,089 shares; 2026Q1: 62,382 shares; 2026Q2: 65,741 shares 65,741 $9.64M 0.2% +3,359 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: 77,415 shares; 2024Q4: 79,542 shares; 2025Q1: 86,819 shares; 2025Q2: 90,203 shares; 2025Q3: 113,995 shares; 2025Q4: 118,119 shares; 2026Q1: 114,078 shares; 2026Q2: 109,004 shares 109,004 $9.57M 0.2% -5,074 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,039 shares; 2025Q1: 8,643 shares; 2025Q2: 8,804 shares; 2025Q3: 13,812 shares; 2025Q4: 11,577 shares; 2026Q1: 9,480 shares; 2026Q2: 9,789 shares 9,789 $9.41M 0.2% +309 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,642 shares; 2024Q4: 46,262 shares; 2025Q1: 322,863 shares; 2025Q2: 44,256 shares; 2025Q3: 41,798 shares; 2025Q4: 39,584 shares; 2026Q1: 37,755 shares; 2026Q2: 37,237 shares 37,237 $9.39M 0.2% -518 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,681 shares; 2025Q2: 16,106 shares; 2025Q3: 22,894 shares; 2025Q4: 25,098 shares; 2026Q1: 25,776 shares; 2026Q2: 27,790 shares 27,790 $9.3M 0.19% +2,014 Timeline SCHZ 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: 170,530 shares; 2025Q1: 246,795 shares; 2025Q2: 242,913 shares; 2025Q3: 336,122 shares; 2025Q4: 369,548 shares; 2026Q1: 380,755 shares; 2026Q2: 401,320 shares 401,320 $9.28M 0.19% +20,565 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,863 shares; 2025Q1: 34,441 shares; 2025Q2: 42,594 shares; 2025Q3: 22,263 shares; 2025Q4: 21,925 shares; 2026Q1: 36,694 shares; 2026Q2: 39,109 shares 39,109 $9.23M 0.19% +2,415 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: 4,980 shares; 2024Q4: 10,756 shares; 2025Q1: 13,524 shares; 2025Q2: 14,308 shares; 2025Q3: 18,032 shares; 2025Q4: 19,043 shares; 2026Q1: 21,417 shares; 2026Q2: 21,846 shares 21,846 $9.19M 0.19% +429 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: 64,686 shares; 2024Q4: 66,772 shares; 2025Q1: 70,016 shares; 2025Q2: 84,049 shares; 2025Q3: 99,656 shares; 2025Q4: 99,335 shares; 2026Q1: 86,458 shares; 2026Q2: 87,246 shares 87,246 $9.06M 0.19% +788 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442,678 shares; 2024Q4: 396,951 shares; 2025Q1: 375,485 shares; 2025Q2: 391,247 shares; 2025Q3: 399,751 shares; 2025Q4: 416,718 shares; 2026Q1: 383,416 shares; 2026Q2: 360,366 shares 360,366 $8.76M 0.18% -23,050 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148,193 shares; 2025Q2: 1,216,115 shares; 2025Q3: 2,659,347 shares; 2025Q4: 2,674,833 shares; 2026Q1: 2,400,673 shares; 2026Q2: 2,784,450 shares 2,784,450 $8.74M 0.18% +383,777 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,084 shares; 2025Q3: 108,513 shares; 2025Q4: 141,854 shares; 2026Q1: 163,804 shares; 2026Q2: 165,760 shares 165,760 $8.74M 0.18% +1,956 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: 38,556 shares; 2024Q4: 40,868 shares; 2025Q1: 40,373 shares; 2025Q2: 28,235 shares; 2025Q3: 27,802 shares; 2025Q4: 29,144 shares; 2026Q1: 29,149 shares; 2026Q2: 28,821 shares 28,821 $8.66M 0.18% -328 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,610 shares; 2024Q4: 17,166 shares; 2025Q1: 21,252 shares; 2025Q2: 23,214 shares; 2025Q3: 25,254 shares; 2025Q4: 24,521 shares; 2026Q1: 23,880 shares; 2026Q2: 27,476 shares 27,476 $8.65M 0.18% +3,596 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: 213,026 shares; 2024Q4: 215,080 shares; 2025Q1: 212,919 shares; 2025Q2: 211,031 shares; 2025Q3: 206,413 shares; 2025Q4: 202,068 shares; 2026Q1: 198,018 shares; 2026Q2: 196,225 shares 196,225 $8.54M 0.18% -1,793 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: 69,566 shares; 2025Q3: 102,404 shares; 2025Q4: 116,887 shares; 2026Q1: 144,819 shares; 2026Q2: 171,406 shares 171,406 $8.45M 0.18% +26,587 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,988 shares; 2024Q4: 64,726 shares; 2025Q1: 71,122 shares; 2025Q2: 71,827 shares; 2025Q3: 94,289 shares; 2025Q4: 95,865 shares; 2026Q1: 88,865 shares; 2026Q2: 87,127 shares 87,127 $8.4M 0.18% -1,738 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: 91,985 shares; 2026Q2: 229,551 shares 229,551 $8.4M 0.18% +137,566 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: 13,108 shares; 2024Q4: 13,663 shares; 2025Q1: 14,353 shares; 2025Q2: 15,469 shares; 2025Q3: 15,687 shares; 2025Q4: 16,674 shares; 2026Q1: 20,051 shares; 2026Q2: 20,563 shares 20,563 $8.37M 0.17% +512 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,539 shares; 2024Q4: 52,295 shares; 2025Q1: 57,364 shares; 2025Q2: 59,257 shares; 2025Q3: 63,797 shares; 2025Q4: 99,732 shares; 2026Q1: 63,398 shares; 2026Q2: 64,167 shares 64,167 $8.32M 0.17% +769 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 120,362 shares; 2025Q1: 119,787 shares; 2025Q2: 99,147 shares; 2025Q3: 82,949 shares; 2025Q4: 41,606 shares; 2026Q1: 66,843 shares; 2026Q2: 102,653 shares 102,653 $8.3M 0.17% +35,810 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: 2,737 shares; 2024Q4: 2,576 shares; 2025Q1: 13,081 shares; 2025Q2: 17,448 shares; 2025Q3: 20,734 shares; 2025Q4: 19,828 shares; 2026Q1: 19,497 shares; 2026Q2: 20,510 shares 20,510 $8.15M 0.17% +1,013 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,326 shares; 2024Q4: 36,492 shares; 2025Q1: 37,434 shares; 2025Q2: 11,063 shares; 2025Q3: 33,297 shares; 2025Q4: 33,827 shares; 2026Q1: 33,033 shares; 2026Q2: 32,852 shares 32,852 $7.98M 0.17% -181 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: 43,285 shares; 2024Q4: 44,217 shares; 2025Q1: 45,768 shares; 2025Q2: 47,869 shares; 2025Q3: 57,976 shares; 2025Q4: 54,792 shares; 2026Q1: 59,585 shares; 2026Q2: 62,087 shares 62,087 $7.84M 0.16% +2,502 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,139 shares; 2024Q4: 654,660 shares; 2025Q1: 1,123,376 shares; 2025Q2: 1,082,054 shares; 2025Q3: 714,764 shares; 2025Q4: 715,471 shares; 2026Q1: 341,778 shares; 2026Q2: 340,946 shares 340,946 $7.83M 0.16% -832 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: 74,720 shares; 2024Q4: 84,175 shares; 2025Q1: 86,881 shares; 2025Q2: 76,479 shares; 2025Q3: 86,992 shares; 2025Q4: 87,872 shares; 2026Q1: 93,824 shares; 2026Q2: 95,339 shares 95,339 $7.75M 0.16% +1,515 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,829 shares; 2025Q1: 35,526 shares; 2025Q2: 17,460 shares; 2025Q3: 44,177 shares; 2025Q4: 41,384 shares; 2026Q1: 41,173 shares; 2026Q2: 45,490 shares 45,490 $7.73M 0.16% +4,317 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: 16,971 shares; 2024Q4: 88,397 shares; 2025Q1: 90,119 shares; 2025Q2: 84,183 shares; 2025Q3: 82,663 shares; 2025Q4: 82,997 shares; 2026Q1: 82,209 shares; 2026Q2: 85,114 shares 85,114 $7.73M 0.16% +2,905 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: 33,968 shares; 2024Q4: 41,084 shares; 2025Q1: 42,812 shares; 2025Q2: 44,195 shares; 2025Q3: 53,323 shares; 2025Q4: 52,407 shares; 2026Q1: 86,834 shares; 2026Q2: 97,469 shares 97,469 $7.59M 0.16% +10,635 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: 60,570 shares; 2024Q4: 62,292 shares; 2025Q1: 61,389 shares; 2025Q2: 62,113 shares; 2025Q3: 70,237 shares; 2025Q4: 91,589 shares; 2026Q1: 103,177 shares; 2026Q2: 110,148 shares 110,148 $7.54M 0.16% +6,971 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: 22,319 shares; 2024Q4: 21,951 shares; 2025Q1: 23,260 shares; 2025Q2: 24,035 shares; 2025Q3: 153,000 shares; 2025Q4: 158,287 shares; 2026Q1: 174,457 shares; 2026Q2: 93,996 shares 93,996 $7.52M 0.16% -80,461 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,824 shares; 2024Q4: 79,263 shares; 2025Q1: 68,164 shares; 2025Q2: 61,082 shares; 2025Q3: 67,615 shares; 2025Q4: 68,441 shares; 2026Q1: 69,788 shares; 2026Q2: 67,604 shares 67,604 $7.28M 0.15% -2,184 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: 7,140 shares; 2024Q4: 7,261 shares; 2025Q1: 6,656 shares; 2025Q2: 7,101 shares; 2025Q3: 8,129 shares; 2025Q4: 81,701 shares; 2026Q1: 100,772 shares; 2026Q2: 101,485 shares 101,485 $7.25M 0.15% +713 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: 41,706 shares; 2024Q4: 24,666 shares; 2025Q1: 47,309 shares; 2025Q2: 33,146 shares; 2025Q3: 48,145 shares; 2025Q4: 132,713 shares; 2026Q1: 118,160 shares; 2026Q2: 157,517 shares 157,517 $7.14M 0.15% +39,357 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,836 shares; 2024Q4: 3,044 shares; 2025Q1: 4,157 shares; 2025Q2: 3,522 shares; 2025Q3: 144,917 shares; 2025Q4: 146,377 shares; 2026Q1: 159,380 shares; 2026Q2: 65,229 shares 65,229 $7.11M 0.15% -94,151 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: 3,925 shares; 2024Q4: 10,427 shares; 2025Q1: 9,425 shares; 2025Q2: 7,858 shares; 2025Q3: 9,641 shares; 2025Q4: 11,493 shares; 2026Q1: 13,138 shares; 2026Q2: 14,850 shares 14,850 $7.09M 0.15% +1,712 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: 2,616 shares; 2024Q4: 10,333 shares; 2025Q1: 16,313 shares; 2025Q2: 15,797 shares; 2025Q3: 16,382 shares; 2025Q4: 16,330 shares; 2026Q1: 17,068 shares; 2026Q2: 17,295 shares 17,295 $7.08M 0.15% +227 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: 3,935 shares; 2024Q4: 4,050 shares; 2025Q1: 3,697 shares; 2025Q2: 4,089 shares; 2025Q3: 5,421 shares; 2025Q4: 8,133 shares; 2026Q1: 8,827 shares; 2026Q2: 9,337 shares 9,337 $7.06M 0.15% +510 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: 50,480 shares; 2024Q4: 74,794 shares; 2025Q1: 77,458 shares; 2025Q2: 80,185 shares; 2025Q3: 160,160 shares; 2025Q4: 130,991 shares; 2026Q1: 153,986 shares; 2026Q2: 122,267 shares 122,267 $7.05M 0.15% -31,719 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: not reported; 2024Q4: 41,951 shares; 2025Q1: 44,110 shares; 2025Q2: 48,288 shares; 2025Q3: 61,490 shares; 2025Q4: 67,549 shares; 2026Q1: 70,720 shares; 2026Q2: 74,289 shares 74,289 $7.02M 0.15% +3,569 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,657 shares; 2025Q1: 20,514 shares; 2025Q2: 21,115 shares; 2025Q3: 23,597 shares; 2025Q4: 28,170 shares; 2026Q1: 42,463 shares; 2026Q2: 43,371 shares 43,371 $7.01M 0.15% +908 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,763 shares; 2026Q2: 138,825 shares 138,825 $6.99M 0.15% +98,062 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: 46,080 shares; 2024Q4: 58,188 shares; 2025Q1: 93,965 shares; 2025Q2: 84,821 shares; 2025Q3: 142,010 shares; 2025Q4: 144,441 shares; 2026Q1: 153,726 shares; 2026Q2: 158,489 shares 158,489 $6.84M 0.14% +4,763 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,423 shares; 2024Q4: 93,738 shares; 2025Q1: 115,766 shares; 2025Q2: 151,672 shares; 2025Q3: 179,485 shares; 2025Q4: 214,339 shares; 2026Q1: 231,583 shares; 2026Q2: 247,481 shares 247,481 $6.8M 0.14% +15,898 Timeline IVVB 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: not reported; 2026Q1: 3,073 shares; 2026Q2: 194,019 shares 194,019 $6.72M 0.14% +190,946 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: 67,780 shares; 2024Q4: 52,133 shares; 2025Q1: 136,156 shares; 2025Q2: 83,249 shares; 2025Q3: 129,425 shares; 2025Q4: 74,483 shares; 2026Q1: 69,530 shares; 2026Q2: 80,259 shares 80,259 $6.67M 0.14% +10,729 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: 34,191 shares; 2024Q4: 36,668 shares; 2025Q1: 35,838 shares; 2025Q2: 38,450 shares; 2025Q3: 43,073 shares; 2025Q4: 44,742 shares; 2026Q1: 42,820 shares; 2026Q2: 43,353 shares 43,353 $6.66M 0.14% +533 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; 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: 200,349 shares; 2026Q1: 172,980 shares; 2026Q2: 209,425 shares 209,425 $6.58M 0.14% +36,445 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: 46,423 shares; 2024Q4: 50,916 shares; 2025Q1: 64,435 shares; 2025Q2: 70,095 shares; 2025Q3: 94,198 shares; 2025Q4: 83,704 shares; 2026Q1: 80,297 shares; 2026Q2: 90,665 shares 90,665 $6.54M 0.14% +10,368 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: 1,707 shares; 2024Q4: 1,830 shares; 2025Q1: 2,061 shares; 2025Q2: 1,029 shares; 2025Q3: 2,392 shares; 2025Q4: 2,629 shares; 2026Q1: 2,732 shares; 2026Q2: 3,287 shares 3,287 $6.54M 0.14% +555 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: 34,665 shares; 2024Q4: 36,271 shares; 2025Q1: 44,477 shares; 2025Q2: 46,678 shares; 2025Q3: 41,301 shares; 2025Q4: 44,246 shares; 2026Q1: 48,107 shares; 2026Q2: 45,921 shares 45,921 $6.52M 0.14% -2,186 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,397 shares; 2025Q2: 34,143 shares; 2025Q3: 44,880 shares; 2025Q4: 64,754 shares; 2026Q1: 65,652 shares; 2026Q2: 64,478 shares 64,478 $6.51M 0.14% -1,174 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: 12,686 shares; 2024Q4: 17,666 shares; 2025Q1: 19,558 shares; 2025Q2: 13,276 shares; 2025Q3: 21,204 shares; 2025Q4: 25,399 shares; 2026Q1: 29,087 shares; 2026Q2: 51,199 shares 51,199 $6.48M 0.14% +22,112 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: 15,769 shares; 2024Q4: 16,111 shares; 2025Q1: 16,211 shares; 2025Q2: 7,975 shares; 2025Q3: 17,332 shares; 2025Q4: 18,244 shares; 2026Q1: 20,689 shares; 2026Q2: 21,062 shares 21,062 $6.45M 0.13% +373 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: 12,657 shares; 2024Q4: 19,271 shares; 2025Q1: 16,486 shares; 2025Q2: 26,789 shares; 2025Q3: 31,472 shares; 2025Q4: 86,318 shares; 2026Q1: 39,223 shares; 2026Q2: 87,321 shares 87,321 $6.41M 0.13% +48,098 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: 23,151 shares; 2024Q4: 36,164 shares; 2025Q1: 42,476 shares; 2025Q2: 42,083 shares; 2025Q3: 85,114 shares; 2025Q4: 92,009 shares; 2026Q1: 68,662 shares; 2026Q2: 54,499 shares 54,499 $6.36M 0.13% -14,163 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: not reported; 2024Q4: 33,033 shares; 2025Q1: 39,206 shares; 2025Q2: 39,666 shares; 2025Q3: 64,569 shares; 2025Q4: 65,388 shares; 2026Q1: 198,436 shares; 2026Q2: 278,657 shares 278,657 $6.35M 0.13% +80,221 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: 8,458 shares; 2024Q4: 9,950 shares; 2025Q1: 10,458 shares; 2025Q2: 10,958 shares; 2025Q3: 11,790 shares; 2025Q4: 11,796 shares; 2026Q1: 11,824 shares; 2026Q2: 12,543 shares 12,543 $6.29M 0.13% +719 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: 221,815 shares 221,815 $6.22M 0.13% new 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: 4,572 shares; 2024Q4: 7,075 shares; 2025Q1: 9,900 shares; 2025Q2: 10,143 shares; 2025Q3: 11,353 shares; 2025Q4: 11,500 shares; 2026Q1: 12,223 shares; 2026Q2: 12,539 shares 12,539 $6.16M 0.13% +316 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,141 shares; 2025Q2: 33,626 shares; 2025Q3: 94,603 shares; 2025Q4: 111,722 shares; 2026Q1: 132,399 shares; 2026Q2: 142,522 shares 142,522 $6.14M 0.13% +10,123 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: 15,755 shares; 2024Q4: 17,887 shares; 2025Q1: 19,109 shares; 2025Q2: 17,075 shares; 2025Q3: 21,183 shares; 2025Q4: 20,155 shares; 2026Q1: 22,943 shares; 2026Q2: 22,513 shares 22,513 $6.09M 0.13% -430 Timeline BUYW 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: 102,369 shares; 2026Q1: 356,092 shares; 2026Q2: 416,325 shares 416,325 $6.02M 0.13% +60,233 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,754 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,351 shares; 2025Q3: not reported; 2025Q4: 94,737 shares; 2026Q1: 97,587 shares; 2026Q2: 88,620 shares 88,620 $5.97M 0.12% -8,967 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: 22,390 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,648 shares; 2026Q2: 44,055 shares 44,055 $5.97M 0.12% +5,407 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: 11,719 shares; 2024Q4: 11,509 shares; 2025Q1: 15,685 shares; 2025Q2: 23,071 shares; 2025Q3: 23,352 shares; 2025Q4: 24,186 shares; 2026Q1: 24,702 shares; 2026Q2: 25,164 shares 25,164 $5.95M 0.12% +462 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: 7,593 shares; 2024Q4: 7,525 shares; 2025Q1: 7,525 shares; 2025Q2: 8,771 shares; 2025Q3: 8,595 shares; 2025Q4: 8,508 shares; 2026Q1: 8,298 shares; 2026Q2: 8,411 shares 8,411 $5.92M 0.12% +113 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: 88,058 shares; 2024Q4: 91,462 shares; 2025Q1: 62,295 shares; 2025Q2: 36,862 shares; 2025Q3: 5,433 shares; 2025Q4: 6,408 shares; 2026Q1: 25,022 shares; 2026Q2: 58,705 shares 58,705 $5.91M 0.12% +33,683 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: 10,081 shares; 2024Q4: 20,849 shares; 2025Q1: 23,412 shares; 2025Q2: 23,532 shares; 2025Q3: 32,207 shares; 2025Q4: 33,120 shares; 2026Q1: 37,203 shares; 2026Q2: 38,955 shares 38,955 $5.9M 0.12% +1,752 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: 2,565 shares; 2024Q4: 9,521 shares; 2025Q1: 7,048 shares; 2025Q2: 6,988 shares; 2025Q3: 19,222 shares; 2025Q4: 19,571 shares; 2026Q1: 17,674 shares; 2026Q2: 16,065 shares 16,065 $5.88M 0.12% -1,609 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: 41,498 shares; 2024Q4: 45,803 shares; 2025Q1: 47,884 shares; 2025Q2: 50,274 shares; 2025Q3: 55,630 shares; 2025Q4: 57,286 shares; 2026Q1: 63,918 shares; 2026Q2: 63,808 shares 63,808 $5.79M 0.12% -110 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: 4,588 shares; 2024Q4: 4,555 shares; 2025Q1: 4,703 shares; 2025Q2: 5,609 shares; 2025Q3: 5,685 shares; 2025Q4: 5,613 shares; 2026Q1: 5,675 shares; 2026Q2: 5,915 shares 5,915 $5.79M 0.12% +240 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 1,443 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,759 shares; 2026Q2: 20,420 shares 20,420 $5.74M 0.12% -8,339 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: 55,771 shares; 2024Q4: 62,264 shares; 2025Q1: 68,292 shares; 2025Q2: 67,820 shares; 2025Q3: 107,215 shares; 2025Q4: 59,849 shares; 2026Q1: 60,261 shares; 2026Q2: 55,873 shares 55,873 $5.71M 0.12% -4,388 Timeline CMF 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: 13,896 shares; 2025Q3: 37,217 shares; 2025Q4: 45,314 shares; 2026Q1: 48,250 shares; 2026Q2: 98,953 shares 98,953 $5.7M 0.12% +50,703 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,547 shares; 2025Q4: 3,821 shares; 2026Q1: 48,692 shares; 2026Q2: 73,857 shares 73,857 $5.62M 0.12% +25,165 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,888 shares; 2024Q4: 16,178 shares; 2025Q1: 17,024 shares; 2025Q2: 15,239 shares; 2025Q3: 20,915 shares; 2025Q4: 20,666 shares; 2026Q1: 18,784 shares; 2026Q2: 19,958 shares 19,958 $5.61M 0.12% +1,174 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 329 shares; 2025Q3: 6,175 shares; 2025Q4: 5,875 shares; 2026Q1: 9,084 shares; 2026Q2: 46,666 shares 46,666 $5.58M 0.12% +37,582 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,832 shares; 2024Q4: 10,048 shares; 2025Q1: 8,986 shares; 2025Q2: 9,654 shares; 2025Q3: 12,107 shares; 2025Q4: 12,622 shares; 2026Q1: 9,533 shares; 2026Q2: 10,798 shares 10,798 $5.55M 0.12% +1,265 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 69,547 shares; 2025Q1: 42,317 shares; 2025Q2: 27,547 shares; 2025Q3: 25,721 shares; 2025Q4: 8,275 shares; 2026Q1: 24,793 shares; 2026Q2: 35,676 shares 35,676 $5.53M 0.12% +10,883 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY 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: 106,639 shares; 2026Q2: 75,578 shares 75,578 $5.53M 0.12% -31,061 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,291 shares; 2024Q4: 23,502 shares; 2025Q1: 7,322 shares; 2025Q2: 63,691 shares; 2025Q3: 31,713 shares; 2025Q4: 35,767 shares; 2026Q1: 32,284 shares; 2026Q2: 28,054 shares 28,054 $5.34M 0.11% -4,230 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: 47,109 shares; 2024Q4: 49,324 shares; 2025Q1: 50,440 shares; 2025Q2: 58,575 shares; 2025Q3: 69,440 shares; 2025Q4: 75,868 shares; 2026Q1: 86,897 shares; 2026Q2: 105,590 shares 105,590 $5.32M 0.11% +18,693 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: 17,076 shares; 2024Q4: 16,861 shares; 2025Q1: 16,713 shares; 2025Q2: 11,757 shares; 2025Q3: 37,927 shares; 2025Q4: 34,856 shares; 2026Q1: 34,472 shares; 2026Q2: 32,174 shares 32,174 $5.3M 0.11% -2,298 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,052 shares 115,052 $5.25M 0.11% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,257 shares; 2024Q4: 40,165 shares; 2025Q1: 41,253 shares; 2025Q2: 42,249 shares; 2025Q3: 45,336 shares; 2025Q4: 48,005 shares; 2026Q1: 49,440 shares; 2026Q2: 44,675 shares 44,675 $5.22M 0.11% -4,765 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: 4,549 shares; 2024Q4: 26,341 shares; 2025Q1: 39,692 shares; 2025Q2: 11,310 shares; 2025Q3: 11,796 shares; 2025Q4: 11,030 shares; 2026Q1: 138,082 shares; 2026Q2: 101,713 shares 101,713 $5.11M 0.11% -36,369 Timeline JVAL 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: 7,293 shares; 2025Q2: 14,375 shares; 2025Q3: 18,661 shares; 2025Q4: 29,773 shares; 2026Q1: 53,127 shares; 2026Q2: 86,921 shares 86,921 $5.1M 0.11% +33,794 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,313 shares; 2025Q3: 2,504 shares; 2025Q4: 30,830 shares; 2026Q1: 34,921 shares; 2026Q2: 37,178 shares 37,178 $5.09M 0.11% +2,257 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: 319 shares; 2024Q4: 341 shares; 2025Q1: 447 shares; 2025Q2: 822 shares; 2025Q3: 1,184 shares; 2025Q4: 1,054 shares; 2026Q1: 1,423 shares; 2026Q2: 16,831 shares 16,831 $5.08M 0.11% +15,408 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,816 shares; 2024Q4: 5,108 shares; 2025Q1: 6,630 shares; 2025Q2: 6,992 shares; 2025Q3: 7,984 shares; 2025Q4: 10,278 shares; 2026Q1: 10,486 shares; 2026Q2: 9,684 shares 9,684 $5.03M 0.1% -802 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: 23,597 shares; 2024Q4: 24,155 shares; 2025Q1: 24,941 shares; 2025Q2: 25,098 shares; 2025Q3: 25,323 shares; 2025Q4: 25,017 shares; 2026Q1: 23,260 shares; 2026Q2: 106,408 shares 106,408 $5.02M 0.1% +83,148 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: 12,133 shares; 2024Q4: 49,154 shares; 2025Q1: 47,813 shares; 2025Q2: 53,352 shares; 2025Q3: 58,101 shares; 2025Q4: 50,204 shares; 2026Q1: 48,923 shares; 2026Q2: 48,677 shares 48,677 $4.97M 0.1% -246 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,081 shares; 2024Q4: 87,812 shares; 2025Q1: 93,346 shares; 2025Q2: 90,823 shares; 2025Q3: 85,698 shares; 2025Q4: 91,488 shares; 2026Q1: 101,987 shares; 2026Q2: 113,881 shares 113,881 $4.97M 0.1% +11,894 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: 12,349 shares; 2024Q4: 20,884 shares; 2025Q1: 20,403 shares; 2025Q2: 19,491 shares; 2025Q3: 19,619 shares; 2025Q4: 22,835 shares; 2026Q1: 26,040 shares; 2026Q2: 27,400 shares 27,400 $4.96M 0.1% +1,360 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: 13,849 shares; 2024Q4: 36,999 shares; 2025Q1: 44,457 shares; 2025Q2: 29,481 shares; 2025Q3: 63,782 shares; 2025Q4: 45,734 shares; 2026Q1: 40,056 shares; 2026Q2: 26,579 shares 26,579 $4.91M 0.1% -13,477 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: 786 shares; 2026Q1: 4,690 shares; 2026Q2: 5,088 shares 5,088 $4.91M 0.1% +398 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,536 shares; 2025Q4: 58,536 shares; 2026Q1: 58,536 shares; 2026Q2: 40,419 shares 40,419 $4.89M 0.1% -18,117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,459 shares; 2026Q2: 84,568 shares 84,568 $4.88M 0.1% +67,109 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: not reported; 2024Q4: 21,017 shares; 2025Q1: 38,560 shares; 2025Q2: 38,885 shares; 2025Q3: 38,835 shares; 2025Q4: 110,821 shares; 2026Q1: 110,867 shares; 2026Q2: 131,319 shares 131,319 $4.85M 0.1% +20,452 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,503 shares; 2024Q4: 21,127 shares; 2025Q1: 16,068 shares; 2025Q2: 20,218 shares; 2025Q3: 23,522 shares; 2025Q4: 29,655 shares; 2026Q1: 43,150 shares; 2026Q2: 43,936 shares 43,936 $4.85M 0.1% +786 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: 21,012 shares; 2024Q4: 29,609 shares; 2025Q1: 32,402 shares; 2025Q2: 31,377 shares; 2025Q3: 41,481 shares; 2025Q4: 31,924 shares; 2026Q1: 33,741 shares; 2026Q2: 40,721 shares 40,721 $4.79M 0.1% +6,980 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: not reported; 2024Q4: not reported; 2025Q1: 5,014 shares; 2025Q2: 13,701 shares; 2025Q3: 12,146 shares; 2025Q4: 12,635 shares; 2026Q1: 12,737 shares; 2026Q2: 7,149 shares 7,149 $4.69M 0.1% -5,588 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,618 shares; 2024Q4: 6,048 shares; 2025Q1: 5,722 shares; 2025Q2: 4,207 shares; 2025Q3: 10,502 shares; 2025Q4: 6,650 shares; 2026Q1: 8,715 shares; 2026Q2: 4,609 shares 4,609 $4.66M 0.1% -4,106 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165,294 shares; 2025Q3: 169,065 shares; 2025Q4: 18,454 shares; 2026Q1: 97,136 shares; 2026Q2: 126,612 shares 126,612 $4.65M 0.1% +29,476 Timeline DMX DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91,696 shares 91,696 $4.61M 0.1% new Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88,890 shares 88,890 $4.6M 0.1% new 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: 24,442 shares; 2024Q4: 30,869 shares; 2025Q1: 22,158 shares; 2025Q2: 16,670 shares; 2025Q3: 18,175 shares; 2025Q4: 20,511 shares; 2026Q1: 21,993 shares; 2026Q2: 21,746 shares 21,746 $4.55M 0.09% -247 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: 27,859 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,467 shares; 2026Q2: 62,827 shares 62,827 $4.49M 0.09% +360 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,084 shares; 2025Q2: 35,593 shares; 2025Q3: 33,315 shares; 2025Q4: 46,449 shares; 2026Q1: 47,496 shares; 2026Q2: 43,681 shares 43,681 $4.43M 0.09% -3,815 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,817 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,471 shares; 2026Q2: 31,708 shares 31,708 $4.41M 0.09% -3,763 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: 26,123 shares; 2024Q4: 40,071 shares; 2025Q1: 40,095 shares; 2025Q2: 29,363 shares; 2025Q3: 37,866 shares; 2025Q4: 34,182 shares; 2026Q1: 33,777 shares; 2026Q2: 32,204 shares 32,204 $4.4M 0.09% -1,573 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,018 shares; 2025Q4: 44,600 shares; 2026Q1: 50,717 shares; 2026Q2: 187,494 shares 187,494 $4.39M 0.09% +136,777 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: 30,957 shares; 2024Q4: 33,023 shares; 2025Q1: 39,896 shares; 2025Q2: 39,350 shares; 2025Q3: 91,762 shares; 2025Q4: 66,238 shares; 2026Q1: 40,612 shares; 2026Q2: 30,365 shares 30,365 $4.39M 0.09% -10,247 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,764 shares; 2024Q4: 37,644 shares; 2025Q1: 79,318 shares; 2025Q2: 64,187 shares; 2025Q3: 69,771 shares; 2025Q4: 74,604 shares; 2026Q1: 78,634 shares; 2026Q2: 93,496 shares 93,496 $4.39M 0.09% +14,862 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: not reported; 2024Q4: not reported; 2025Q1: 2,760 shares; 2025Q2: 4,993 shares; 2025Q3: 6,122 shares; 2025Q4: 8,950 shares; 2026Q1: 20,441 shares; 2026Q2: 37,040 shares 37,040 $4.37M 0.09% +16,599 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: 35,425 shares; 2024Q4: 45,214 shares; 2025Q1: 41,918 shares; 2025Q2: 42,399 shares; 2025Q3: 47,021 shares; 2025Q4: 60,973 shares; 2026Q1: 60,078 shares; 2026Q2: 60,458 shares 60,458 $4.35M 0.09% +380 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,460 shares; 2024Q4: 44,077 shares; 2025Q1: 44,950 shares; 2025Q2: 45,071 shares; 2025Q3: 47,648 shares; 2025Q4: 50,259 shares; 2026Q1: 53,295 shares; 2026Q2: 54,987 shares 54,987 $4.35M 0.09% +1,692 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,349 shares; 2024Q4: 161,263 shares; 2025Q1: 142,384 shares; 2025Q2: 137,710 shares; 2025Q3: 126,278 shares; 2025Q4: 153,581 shares; 2026Q1: 162,013 shares; 2026Q2: 174,645 shares 174,645 $4.35M 0.09% +12,632 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: 7,687 shares; 2024Q4: 7,748 shares; 2025Q1: 8,605 shares; 2025Q2: 4,757 shares; 2025Q3: 17,308 shares; 2025Q4: 11,293 shares; 2026Q1: 6,737 shares; 2026Q2: 6,714 shares 6,714 $4.26M 0.09% -23 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,718 shares; 2025Q2: 66,554 shares; 2025Q3: 105,891 shares; 2025Q4: 117,551 shares; 2026Q1: 124,698 shares; 2026Q2: 92,696 shares 92,696 $4.23M 0.09% -32,002 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: 78,225 shares; 2024Q4: 82,594 shares; 2025Q1: 87,652 shares; 2025Q2: 83,595 shares; 2025Q3: 115,387 shares; 2025Q4: 120,939 shares; 2026Q1: 112,424 shares; 2026Q2: 99,725 shares 99,725 $4.22M 0.09% -12,699 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: 10,254 shares; 2024Q4: 7,995 shares; 2025Q1: 9,705 shares; 2025Q2: 10,046 shares; 2025Q3: 12,948 shares; 2025Q4: 14,973 shares; 2026Q1: 15,780 shares; 2026Q2: 19,495 shares 19,495 $4.22M 0.09% +3,715 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: not reported; 2024Q4: 19,741 shares; 2025Q1: 19,155 shares; 2025Q2: 60,585 shares; 2025Q3: 60,814 shares; 2025Q4: 60,781 shares; 2026Q1: 70,117 shares; 2026Q2: 79,687 shares 79,687 $4.18M 0.09% +9,570 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,058 shares; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 3,431 shares; 2025Q4: 4,132 shares; 2026Q1: 6,454 shares; 2026Q2: 6,472 shares 6,472 $4.15M 0.09% +18 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,078 shares; 2024Q4: 2,789 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,815 shares; 2026Q2: 25,120 shares 25,120 $4.14M 0.09% +1,305 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: 3,250 shares; 2024Q4: 3,816 shares; 2025Q1: 3,922 shares; 2025Q2: 3,661 shares; 2025Q3: 5,403 shares; 2025Q4: 7,042 shares; 2026Q1: 7,548 shares; 2026Q2: 7,914 shares 7,914 $4.13M 0.09% +366 Timeline PXH 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: 34,338 shares; 2025Q2: 35,082 shares; 2025Q3: 40,620 shares; 2025Q4: 52,191 shares; 2026Q1: 108,233 shares; 2026Q2: 148,211 shares 148,211 $4.13M 0.09% +39,978 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,324 shares; 2025Q3: 1,890 shares; 2025Q4: 2,954 shares; 2026Q1: 16,614 shares; 2026Q2: 23,905 shares 23,905 $4.07M 0.08% +7,291 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,381 shares; 2025Q1: 29,199 shares; 2025Q2: 28,707 shares; 2025Q3: 24,494 shares; 2025Q4: 24,493 shares; 2026Q1: 33,597 shares; 2026Q2: 35,756 shares 35,756 $4.05M 0.08% +2,159 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: 24,254 shares; 2024Q4: 22,601 shares; 2025Q1: 22,159 shares; 2025Q2: 10,162 shares; 2025Q3: 24,502 shares; 2025Q4: 25,880 shares; 2026Q1: 26,465 shares; 2026Q2: 26,815 shares 26,815 $4.03M 0.08% +350 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: 19,620 shares; 2024Q4: 22,411 shares; 2025Q1: 25,515 shares; 2025Q2: 18,844 shares; 2025Q3: 23,809 shares; 2025Q4: 23,370 shares; 2026Q1: 24,024 shares; 2026Q2: 27,316 shares 27,316 $4M 0.08% +3,292 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,271 shares; 2024Q4: 9,188 shares; 2025Q1: 8,853 shares; 2025Q2: 9,319 shares; 2025Q3: 10,303 shares; 2025Q4: 10,139 shares; 2026Q1: 9,814 shares; 2026Q2: 10,647 shares 10,647 $4M 0.08% +833 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; 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: 54,734 shares; 2026Q2: 51,258 shares 51,258 $3.99M 0.08% -3,476 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: 25,131 shares; 2024Q4: 25,622 shares; 2025Q1: 30,553 shares; 2025Q2: 28,715 shares; 2025Q3: 26,386 shares; 2025Q4: 27,358 shares; 2026Q1: 27,253 shares; 2026Q2: 26,966 shares 26,966 $3.98M 0.08% -287 Timeline MLPA 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: 78,898 shares; 2024Q4: 80,715 shares; 2025Q1: 72,326 shares; 2025Q2: 77,526 shares; 2025Q3: 76,384 shares; 2025Q4: 75,959 shares; 2026Q1: 73,114 shares; 2026Q2: 74,845 shares 74,845 $3.97M 0.08% +1,731 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: 30,198 shares; 2024Q4: 28,043 shares; 2025Q1: 31,005 shares; 2025Q2: 28,195 shares; 2025Q3: 40,503 shares; 2025Q4: 39,770 shares; 2026Q1: 50,747 shares; 2026Q2: 42,207 shares 42,207 $3.89M 0.08% -8,540 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: 14,647 shares; 2024Q4: 16,538 shares; 2025Q1: 16,656 shares; 2025Q2: 23,383 shares; 2025Q3: 26,081 shares; 2025Q4: 26,730 shares; 2026Q1: 22,205 shares; 2026Q2: 24,893 shares 24,893 $3.89M 0.08% +2,688 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: 24,899 shares; 2024Q4: 21,492 shares; 2025Q1: 21,956 shares; 2025Q2: 18,620 shares; 2025Q3: 142,268 shares; 2025Q4: 136,489 shares; 2026Q1: 35,468 shares; 2026Q2: 35,625 shares 35,625 $3.83M 0.08% +157 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: 40,796 shares; 2024Q4: 41,376 shares; 2025Q1: 42,140 shares; 2025Q2: 40,159 shares; 2025Q3: 62,494 shares; 2025Q4: 34,739 shares; 2026Q1: 30,725 shares; 2026Q2: 28,168 shares 28,168 $3.81M 0.08% -2,557 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92,210 shares 92,210 $3.81M 0.08% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,290 shares; 2024Q4: 14,602 shares; 2025Q1: 15,625 shares; 2025Q2: 15,541 shares; 2025Q3: 15,400 shares; 2025Q4: 16,267 shares; 2026Q1: 18,367 shares; 2026Q2: 18,779 shares 18,779 $3.79M 0.08% +412 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: 16,814 shares; 2024Q4: 19,845 shares; 2025Q1: 27,609 shares; 2025Q2: 26,755 shares; 2025Q3: 34,134 shares; 2025Q4: 37,825 shares; 2026Q1: 42,895 shares; 2026Q2: 46,693 shares 46,693 $3.78M 0.08% +3,798 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: not reported; 2024Q4: 31,015 shares; 2025Q1: 1,580 shares; 2025Q2: 28,492 shares; 2025Q3: 15,650 shares; 2025Q4: 33,175 shares; 2026Q1: 33,098 shares; 2026Q2: 24,213 shares 24,213 $3.74M 0.08% -8,885 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 83,570 shares; 2025Q1: 78,060 shares; 2025Q2: 77,526 shares; 2025Q3: 77,694 shares; 2025Q4: 78,678 shares; 2026Q1: 78,354 shares; 2026Q2: 78,170 shares 78,170 $3.73M 0.08% -184 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: not reported; 2024Q4: 9,330 shares; 2025Q1: 29,619 shares; 2025Q2: 28,412 shares; 2025Q3: 45,156 shares; 2025Q4: 64,385 shares; 2026Q1: 78,594 shares; 2026Q2: 89,593 shares 89,593 $3.71M 0.08% +10,999 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: 30,045 shares; 2024Q4: 44,080 shares; 2025Q1: 40,612 shares; 2025Q2: 49,914 shares; 2025Q3: 53,721 shares; 2025Q4: 69,522 shares; 2026Q1: 68,322 shares; 2026Q2: 69,191 shares 69,191 $3.7M 0.08% +869 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: 7,979 shares; 2024Q4: 9,823 shares; 2025Q1: 10,240 shares; 2025Q2: 8,948 shares; 2025Q3: 9,740 shares; 2025Q4: 12,212 shares; 2026Q1: 10,458 shares; 2026Q2: 10,928 shares 10,928 $3.7M 0.08% +470 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: 7,016 shares; 2024Q4: 13,084 shares; 2025Q1: 10,733 shares; 2025Q2: 10,767 shares; 2025Q3: 11,725 shares; 2025Q4: 12,413 shares; 2026Q1: 12,024 shares; 2026Q2: 12,063 shares 12,063 $3.65M 0.08% +39 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: not reported; 2024Q4: 41,086 shares; 2025Q1: 41,272 shares; 2025Q2: 40,372 shares; 2025Q3: 42,083 shares; 2025Q4: 40,646 shares; 2026Q1: 36,809 shares; 2026Q2: 37,338 shares 37,338 $3.6M 0.08% +529 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: 15,291 shares; 2024Q4: 16,625 shares; 2025Q1: 27,489 shares; 2025Q2: 26,430 shares; 2025Q3: 28,785 shares; 2025Q4: 30,453 shares; 2026Q1: 32,596 shares; 2026Q2: 35,109 shares 35,109 $3.57M 0.07% +2,513 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,438 shares; 2024Q4: 3,639 shares; 2025Q1: 4,607 shares; 2025Q2: 4,770 shares; 2025Q3: 4,960 shares; 2025Q4: 5,441 shares; 2026Q1: 13,785 shares; 2026Q2: 13,954 shares 13,954 $3.57M 0.07% +169 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,752 shares; 2024Q4: 12,871 shares; 2025Q1: 13,775 shares; 2025Q2: 13,577 shares; 2025Q3: 14,849 shares; 2025Q4: 15,233 shares; 2026Q1: 15,943 shares; 2026Q2: 15,951 shares 15,951 $3.56M 0.07% +8 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 8,817 shares; 2025Q2: 8,817 shares; 2025Q3: 9,044 shares; 2025Q4: 7,686 shares; 2026Q1: 13,643 shares; 2026Q2: 39,133 shares 39,133 $3.55M 0.07% +25,490 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,522 shares; 2025Q1: 10,868 shares; 2025Q2: 10,359 shares; 2025Q3: 10,273 shares; 2025Q4: 10,209 shares; 2026Q1: 10,211 shares; 2026Q2: 10,151 shares 10,151 $3.49M 0.07% -60 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: 11,307 shares; 2024Q4: 11,304 shares; 2025Q1: 11,514 shares; 2025Q2: 11,886 shares; 2025Q3: 12,068 shares; 2025Q4: 12,357 shares; 2026Q1: 12,962 shares; 2026Q2: 13,703 shares 13,703 $3.49M 0.07% +741 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,572 shares; 2025Q1: not reported; 2025Q2: 2,972 shares; 2025Q3: 3,834 shares; 2025Q4: 10,743 shares; 2026Q1: 8,039 shares; 2026Q2: 8,062 shares 8,062 $3.48M 0.07% +23 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: 25,950 shares; 2025Q3: 95,445 shares; 2025Q4: 143,352 shares; 2026Q1: 157,658 shares; 2026Q2: 165,810 shares 165,810 $3.46M 0.07% +8,152 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: not reported; 2024Q4: 55,073 shares; 2025Q1: 58,614 shares; 2025Q2: 68,607 shares; 2025Q3: 97,351 shares; 2025Q4: 125,182 shares; 2026Q1: 123,529 shares; 2026Q2: 65,508 shares 65,508 $3.43M 0.07% -58,021 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,395 shares; 2024Q4: 39,847 shares; 2025Q1: 55,232 shares; 2025Q2: 59,181 shares; 2025Q3: 66,037 shares; 2025Q4: 61,635 shares; 2026Q1: 66,155 shares; 2026Q2: 59,159 shares 59,159 $3.42M 0.07% -6,996 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128,493 shares; 2026Q2: 128,855 shares 128,855 $3.41M 0.07% +362 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,908 shares; 2025Q3: 3,926 shares; 2025Q4: 6,032 shares; 2026Q1: 12,572 shares; 2026Q2: 29,846 shares 29,846 $3.37M 0.07% +17,274 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,383 shares; 2025Q1: 5,030 shares; 2025Q2: 13,188 shares; 2025Q3: 13,916 shares; 2025Q4: 11,928 shares; 2026Q1: 46,099 shares; 2026Q2: 34,164 shares 34,164 $3.36M 0.07% -11,935 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,797 shares; 2024Q4: 25,787 shares; 2025Q1: 26,790 shares; 2025Q2: 60,562 shares; 2025Q3: 67,800 shares; 2025Q4: 68,013 shares; 2026Q1: 69,562 shares; 2026Q2: 69,825 shares 69,825 $3.35M 0.07% +263 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: 6,796 shares; 2024Q4: 6,913 shares; 2025Q1: 7,235 shares; 2025Q2: 14,098 shares; 2025Q3: 27,158 shares; 2025Q4: 25,306 shares; 2026Q1: 23,882 shares; 2026Q2: 22,890 shares 22,890 $3.35M 0.07% -992 Timeline IBTH 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: 144,504 shares; 2026Q1: 147,191 shares; 2026Q2: 149,193 shares 149,193 $3.34M 0.07% +2,002 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,113 shares; 2026Q2: 65,017 shares 65,017 $3.33M 0.07% +35,904 Timeline IBTI 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: 144,539 shares; 2026Q1: 147,226 shares; 2026Q2: 149,209 shares 149,209 $3.3M 0.07% +1,983 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,929 shares; 2024Q4: 12,081 shares; 2025Q1: 12,162 shares; 2025Q2: 7,426 shares; 2025Q3: 13,281 shares; 2025Q4: 12,704 shares; 2026Q1: 13,196 shares; 2026Q2: 14,948 shares 14,948 $3.3M 0.07% +1,752 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: 50,001 shares; 2024Q4: 78,926 shares; 2025Q1: 94,856 shares; 2025Q2: 94,528 shares; 2025Q3: 265,311 shares; 2025Q4: 154,096 shares; 2026Q1: 145,212 shares; 2026Q2: 103,120 shares 103,120 $3.3M 0.07% -42,092 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,914 shares; 2025Q3: 14,211 shares; 2025Q4: 18,720 shares; 2026Q1: 17,511 shares; 2026Q2: 18,598 shares 18,598 $3.28M 0.07% +1,087 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 4,652 shares; 2025Q4: 5,358 shares; 2026Q1: 5,338 shares; 2026Q2: 5,316 shares 5,316 $3.28M 0.07% -22 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,632 shares; 2024Q4: 31,938 shares; 2025Q1: 17,316 shares; 2025Q2: 17,417 shares; 2025Q3: 18,963 shares; 2025Q4: 20,978 shares; 2026Q1: 35,876 shares; 2026Q2: 74,069 shares 74,069 $3.26M 0.07% +38,193 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,128 shares; 2024Q4: 53,507 shares; 2025Q1: 55,998 shares; 2025Q2: 56,885 shares; 2025Q3: 60,256 shares; 2025Q4: 60,438 shares; 2026Q1: 61,662 shares; 2026Q2: 60,722 shares 60,722 $3.26M 0.07% -940 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,555 shares; 2024Q4: 14,234 shares; 2025Q1: 15,552 shares; 2025Q2: 14,737 shares; 2025Q3: 48,843 shares; 2025Q4: 26,700 shares; 2026Q1: 24,984 shares; 2026Q2: 20,479 shares 20,479 $3.26M 0.07% -4,505 Timeline DNOV 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: 41,378 shares; 2026Q1: 43,134 shares; 2026Q2: 63,291 shares 63,291 $3.25M 0.07% +20,157 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66,759 shares; 2025Q1: 31,185 shares; 2025Q2: 24,297 shares; 2025Q3: 24,297 shares; 2025Q4: 24,297 shares; 2026Q1: 24,297 shares; 2026Q2: 29,720 shares 29,720 $3.24M 0.07% +5,423 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,647 shares; 2025Q3: 1,934 shares; 2025Q4: 2,477 shares; 2026Q1: 3,207 shares; 2026Q2: 3,844 shares 3,844 $3.19M 0.07% +637 Timeline XJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,051 shares; 2025Q2: 17,807 shares; 2025Q3: 20,034 shares; 2025Q4: 18,565 shares; 2026Q1: 82,213 shares; 2026Q2: 83,010 shares 83,010 $3.19M 0.07% +797 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: 438 shares; 2024Q4: 875 shares; 2025Q1: 979 shares; 2025Q2: 572 shares; 2025Q3: 1,178 shares; 2025Q4: 9,535 shares; 2026Q1: 15,371 shares; 2026Q2: 32,111 shares 32,111 $3.19M 0.07% +16,740 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: 23,431 shares; 2024Q4: 23,135 shares; 2025Q1: 24,960 shares; 2025Q2: 69,636 shares; 2025Q3: 69,348 shares; 2025Q4: 70,526 shares; 2026Q1: 70,976 shares; 2026Q2: 71,061 shares 71,061 $3.15M 0.07% +85 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: 89,726 shares; 2025Q4: 100,829 shares; 2026Q1: 113,741 shares; 2026Q2: 118,389 shares 118,389 $3.14M 0.07% +4,648 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,340 shares; 2024Q4: 18,178 shares; 2025Q1: 21,114 shares; 2025Q2: 21,495 shares; 2025Q3: 23,185 shares; 2025Q4: 36,360 shares; 2026Q1: 27,978 shares; 2026Q2: 27,707 shares 27,707 $3.14M 0.07% -271 Timeline MAXJ 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: 60,469 shares; 2025Q4: 71,765 shares; 2026Q1: 74,693 shares; 2026Q2: 107,577 shares 107,577 $3.13M 0.07% +32,884 Timeline DMAX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,782 shares; 2026Q2: 114,196 shares 114,196 $3.12M 0.07% +36,414 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: 149,727 shares 149,727 $3.11M 0.06% new Timeline SHYM 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: 53,290 shares; 2025Q2: 48,456 shares; 2025Q3: 95,539 shares; 2025Q4: 138,686 shares; 2026Q1: 139,841 shares; 2026Q2: 138,370 shares 138,370 $3.11M 0.06% -1,471 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 1,861 shares; 2025Q1: 1,949 shares; 2025Q2: 2,015 shares; 2025Q3: 2,193 shares; 2025Q4: 2,433 shares; 2026Q1: 2,731 shares; 2026Q2: 2,681 shares 2,681 $3.04M 0.06% -50 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 701,433 shares; 2025Q1: 639,243 shares; 2025Q2: 641,226 shares; 2025Q3: 637,707 shares; 2025Q4: 770,224 shares; 2026Q1: 867,711 shares; 2026Q2: 946,043 shares 946,043 $3.04M 0.06% +78,332 Timeline FXC INVESCO CURRENCYSHARES CDN D More: the full row for INVESCO CURRENCYSHARES CDN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 73,038 shares; 2025Q1: 39,638 shares; 2025Q2: 29,138 shares; 2025Q3: 29,138 shares; 2025Q4: 34,314 shares; 2026Q1: 34,314 shares; 2026Q2: 44,015 shares 44,015 $3.03M 0.06% +9,701 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: 908 shares; 2024Q4: 1,058 shares; 2025Q1: 1,190 shares; 2025Q2: 935 shares; 2025Q3: 1,856 shares; 2025Q4: 2,163 shares; 2026Q1: 2,217 shares; 2026Q2: 2,576 shares 2,576 $3.03M 0.06% +359 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,843 shares; 2025Q4: 28,813 shares; 2026Q1: 29,051 shares; 2026Q2: 28,740 shares 28,740 $3.01M 0.06% -311 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,264 shares 61,264 $3.01M 0.06% new 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: 15,556 shares; 2024Q4: 15,386 shares; 2025Q1: 14,030 shares; 2025Q2: 18,334 shares; 2025Q3: 30,111 shares; 2025Q4: 27,911 shares; 2026Q1: 23,331 shares; 2026Q2: 18,993 shares 18,993 $2.98M 0.06% -4,338 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,569 shares; 2024Q4: 78,654 shares; 2025Q1: 85,160 shares; 2025Q2: 80,612 shares; 2025Q3: 78,791 shares; 2025Q4: 79,321 shares; 2026Q1: 77,285 shares; 2026Q2: 77,159 shares 77,159 $2.98M 0.06% -126 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: 3,655 shares; 2024Q4: 4,267 shares; 2025Q1: 4,851 shares; 2025Q2: 4,543 shares; 2025Q3: 7,014 shares; 2025Q4: 8,300 shares; 2026Q1: 7,418 shares; 2026Q2: 7,932 shares 7,932 $2.96M 0.06% +514 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: 10,353 shares; 2024Q4: 10,996 shares; 2025Q1: 10,394 shares; 2025Q2: 10,717 shares; 2025Q3: 11,934 shares; 2025Q4: 12,165 shares; 2026Q1: 14,813 shares; 2026Q2: 12,032 shares 12,032 $2.96M 0.06% -2,781 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43,933 shares; 2025Q1: 44,239 shares; 2025Q2: 43,065 shares; 2025Q3: 42,558 shares; 2025Q4: 42,558 shares; 2026Q1: 40,687 shares; 2026Q2: 40,594 shares 40,594 $2.96M 0.06% -93 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: not reported; 2024Q4: 15,319 shares; 2025Q1: 15,338 shares; 2025Q2: 15,274 shares; 2025Q3: 15,274 shares; 2025Q4: 14,802 shares; 2026Q1: 14,795 shares; 2026Q2: 14,795 shares 14,795 $2.96M 0.06% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,260 shares; 2024Q4: 1,297 shares; 2025Q1: 5,879 shares; 2025Q2: 14,691 shares; 2025Q3: 39,200 shares; 2025Q4: 23,033 shares; 2026Q1: 23,865 shares; 2026Q2: 16,777 shares 16,777 $2.94M 0.06% -7,088 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,097 shares; 2025Q2: 19,226 shares; 2025Q3: 18,941 shares; 2025Q4: 19,513 shares; 2026Q1: 48,419 shares; 2026Q2: 56,433 shares 56,433 $2.9M 0.06% +8,014 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: 15,910 shares; 2024Q4: 22,364 shares; 2025Q1: 21,940 shares; 2025Q2: 24,544 shares; 2025Q3: 15,830 shares; 2025Q4: 11,154 shares; 2026Q1: 76,210 shares; 2026Q2: 60,488 shares 60,488 $2.9M 0.06% -15,722 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,485 shares; 2024Q4: 8,140 shares; 2025Q1: 8,063 shares; 2025Q2: 7,986 shares; 2025Q3: 8,187 shares; 2025Q4: 8,462 shares; 2026Q1: 8,187 shares; 2026Q2: 8,133 shares 8,133 $2.9M 0.06% -54 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: 41,468 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,338 shares; 2025Q3: 9,504 shares; 2025Q4: 16,572 shares; 2026Q1: 27,579 shares; 2026Q2: 20,557 shares 20,557 $2.87M 0.06% -7,022 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: 19,253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,992 shares; 2026Q2: 46,119 shares 46,119 $2.86M 0.06% -11,873 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: 3,289 shares; 2024Q4: 8,327 shares; 2025Q1: 9,326 shares; 2025Q2: 7,840 shares; 2025Q3: 8,907 shares; 2025Q4: 9,135 shares; 2026Q1: 11,115 shares; 2026Q2: 9,580 shares 9,580 $2.86M 0.06% -1,535 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: 30,713 shares; 2024Q4: 39,096 shares; 2025Q1: 41,042 shares; 2025Q2: 42,117 shares; 2025Q3: 71,643 shares; 2025Q4: 83,414 shares; 2026Q1: 77,069 shares; 2026Q2: 93,191 shares 93,191 $2.84M 0.06% +16,122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,797 shares; 2025Q4: 6,288 shares; 2026Q1: 4,778 shares; 2026Q2: 8,225 shares 8,225 $2.82M 0.06% +3,447 Timeline SHLD 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: 11,206 shares; 2025Q4: 18,722 shares; 2026Q1: 29,048 shares; 2026Q2: 46,893 shares 46,893 $2.8M 0.06% +17,845 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,576 shares; 2024Q4: 31,734 shares; 2025Q1: 37,361 shares; 2025Q2: 71,608 shares; 2025Q3: 46,129 shares; 2025Q4: 14,607 shares; 2026Q1: 17,040 shares; 2026Q2: 26,903 shares 26,903 $2.8M 0.06% +9,863 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,108 shares; 2024Q4: 20,286 shares; 2025Q1: 22,422 shares; 2025Q2: 20,193 shares; 2025Q3: 26,037 shares; 2025Q4: 17,101 shares; 2026Q1: 20,214 shares; 2026Q2: 28,875 shares 28,875 $2.78M 0.06% +8,661 Timeline XLG 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: 28,846 shares; 2025Q1: 56,416 shares; 2025Q2: 55,771 shares; 2025Q3: 93,912 shares; 2025Q4: 114,461 shares; 2026Q1: 81,641 shares; 2026Q2: 44,821 shares 44,821 $2.74M 0.06% -36,820 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: 16,793 shares; 2024Q4: 39,031 shares; 2025Q1: 48,338 shares; 2025Q2: 14,049 shares; 2025Q3: 14,058 shares; 2025Q4: 13,807 shares; 2026Q1: 17,957 shares; 2026Q2: 16,824 shares 16,824 $2.73M 0.06% -1,133 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: 2,392 shares; 2024Q4: 2,284 shares; 2025Q1: 2,224 shares; 2025Q2: 2,250 shares; 2025Q3: 2,386 shares; 2025Q4: 2,352 shares; 2026Q1: 3,141 shares; 2026Q2: 3,756 shares 3,756 $2.7M 0.06% +615 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,434 shares 62,434 $2.7M 0.06% new Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249,719 shares; 2025Q3: 249,908 shares; 2025Q4: 245,471 shares; 2026Q1: 257,876 shares; 2026Q2: 259,645 shares 259,645 $2.69M 0.06% +1,769 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: 16,249 shares; 2024Q4: 7,766 shares; 2025Q1: 9,381 shares; 2025Q2: 12,438 shares; 2025Q3: 12,477 shares; 2025Q4: 18,338 shares; 2026Q1: 23,525 shares; 2026Q2: 25,988 shares 25,988 $2.69M 0.06% +2,463 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123,963 shares 123,963 $2.66M 0.06% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66,271 shares; 2025Q1: 68,533 shares; 2025Q2: 69,085 shares; 2025Q3: 67,407 shares; 2025Q4: 68,185 shares; 2026Q1: 68,573 shares; 2026Q2: 73,187 shares 73,187 $2.64M 0.06% +4,614 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,680 shares; 2024Q4: 7,090 shares; 2025Q1: 6,981 shares; 2025Q2: 6,550 shares; 2025Q3: 6,918 shares; 2025Q4: 7,558 shares; 2026Q1: 7,587 shares; 2026Q2: 7,535 shares 7,535 $2.64M 0.06% -52 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,628 shares; 2026Q2: 78,689 shares 78,689 $2.64M 0.05% +1,061 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: 13,395 shares; 2024Q4: 22,576 shares; 2025Q1: 25,471 shares; 2025Q2: 25,434 shares; 2025Q3: 33,364 shares; 2025Q4: 34,184 shares; 2026Q1: 30,548 shares; 2026Q2: 33,585 shares 33,585 $2.63M 0.05% +3,037 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,332 shares 105,332 $2.63M 0.05% new 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: 22,820 shares; 2024Q4: 24,834 shares; 2025Q1: 24,323 shares; 2025Q2: 26,662 shares; 2025Q3: 23,972 shares; 2025Q4: 42,436 shares; 2026Q1: 31,817 shares; 2026Q2: 21,034 shares 21,034 $2.62M 0.05% -10,783 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: 11,675 shares 11,675 $2.61M 0.05% new 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: 18,136 shares; 2024Q4: 18,410 shares; 2025Q1: 20,086 shares; 2025Q2: 10,351 shares; 2025Q3: 20,535 shares; 2025Q4: 33,984 shares; 2026Q1: 31,118 shares; 2026Q2: 31,124 shares 31,124 $2.61M 0.05% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,851 shares; 2025Q3: 19,204 shares; 2025Q4: 12,455 shares; 2026Q1: 11,322 shares; 2026Q2: 8,926 shares 8,926 $2.59M 0.05% -2,396 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: 7,939 shares; 2024Q4: 7,139 shares; 2025Q1: 7,548 shares; 2025Q2: 5,218 shares; 2025Q3: 8,250 shares; 2025Q4: 8,681 shares; 2026Q1: 9,619 shares; 2026Q2: 9,803 shares 9,803 $2.55M 0.05% +184 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: 11,486 shares 11,486 $2.54M 0.05% new 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: 143,561 shares; 2024Q4: 145,389 shares; 2025Q1: 147,475 shares; 2025Q2: 148,382 shares; 2025Q3: 114,621 shares; 2025Q4: 107,817 shares; 2026Q1: 246,943 shares; 2026Q2: 159,817 shares 159,817 $2.54M 0.05% -87,126 Timeline FXA INVESCO CURRENCYSHARES AUSTR More: the full row for INVESCO CURRENCYSHARES AUSTR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 83,164 shares; 2025Q1: 41,014 shares; 2025Q2: 36,764 shares; 2025Q3: 36,764 shares; 2025Q4: 36,764 shares; 2026Q1: 36,764 shares; 2026Q2: 36,764 shares 36,764 $2.52M 0.05% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,782 shares; 2024Q4: 16,291 shares; 2025Q1: 17,774 shares; 2025Q2: 17,957 shares; 2025Q3: 20,528 shares; 2025Q4: 20,736 shares; 2026Q1: 16,775 shares; 2026Q2: 17,607 shares 17,607 $2.52M 0.05% +832 Timeline DCOR 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: 9,044 shares; 2024Q4: 8,826 shares; 2025Q1: 9,700 shares; 2025Q2: 29,396 shares; 2025Q3: 29,240 shares; 2025Q4: 29,893 shares; 2026Q1: 30,199 shares; 2026Q2: 30,252 shares 30,252 $2.48M 0.05% +53 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,369 shares; 2024Q4: 23,866 shares; 2025Q1: 25,426 shares; 2025Q2: 25,560 shares; 2025Q3: 25,713 shares; 2025Q4: 26,298 shares; 2026Q1: 25,161 shares; 2026Q2: 24,977 shares 24,977 $2.46M 0.05% -184 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: 9,294 shares; 2024Q4: 129,069 shares; 2025Q1: 106,968 shares; 2025Q2: 88,032 shares; 2025Q3: 88,973 shares; 2025Q4: 93,377 shares; 2026Q1: 103,219 shares; 2026Q2: 95,885 shares 95,885 $2.45M 0.05% -7,334 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: 5,611 shares; 2024Q4: 5,630 shares; 2025Q1: 5,154 shares; 2025Q2: 5,165 shares; 2025Q3: 9,836 shares; 2025Q4: 9,219 shares; 2026Q1: 24,474 shares; 2026Q2: 39,879 shares 39,879 $2.42M 0.05% +15,405 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,820 shares; 2025Q1: 15,672 shares; 2025Q2: 16,790 shares; 2025Q3: 16,723 shares; 2025Q4: 16,685 shares; 2026Q1: 16,685 shares; 2026Q2: 16,675 shares 16,675 $2.41M 0.05% -10 Timeline NNN NNN REIT INC More: the full row for NNN REIT 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: 65,627 shares; 2026Q2: 51,639 shares 51,639 $2.4M 0.05% -13,988 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: 16,208 shares; 2024Q4: 16,301 shares; 2025Q1: 5,158 shares; 2025Q2: 5,990 shares; 2025Q3: 6,652 shares; 2025Q4: 5,041 shares; 2026Q1: 6,233 shares; 2026Q2: 10,942 shares 10,942 $2.39M 0.05% +4,709 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,152 shares; 2024Q4: 120,862 shares; 2025Q1: 143,994 shares; 2025Q2: 143,647 shares; 2025Q3: 101,991 shares; 2025Q4: 103,128 shares; 2026Q1: 111,564 shares; 2026Q2: 58,839 shares 58,839 $2.38M 0.05% -52,725 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: 8,243 shares; 2024Q4: 10,505 shares; 2025Q1: 12,836 shares; 2025Q2: 16,870 shares; 2025Q3: 17,123 shares; 2025Q4: 18,473 shares; 2026Q1: 19,235 shares; 2026Q2: 15,021 shares 15,021 $2.37M 0.05% -4,214 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,947 shares; 2024Q4: 12,667 shares; 2025Q1: 13,860 shares; 2025Q2: 15,329 shares; 2025Q3: 18,550 shares; 2025Q4: 25,041 shares; 2026Q1: 21,389 shares; 2026Q2: 28,379 shares 28,379 $2.35M 0.05% +6,990 Timeline TBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 67,339 shares; 2025Q1: 114,736 shares; 2025Q2: 114,039 shares; 2025Q3: 114,853 shares; 2025Q4: 117,085 shares; 2026Q1: 117,003 shares; 2026Q2: 118,237 shares 118,237 $2.35M 0.05% +1,234 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,520 shares; 2024Q4: 10,763 shares; 2025Q1: 11,092 shares; 2025Q2: 92,348 shares; 2025Q3: 88,010 shares; 2025Q4: 88,303 shares; 2026Q1: 91,023 shares; 2026Q2: 90,321 shares 90,321 $2.34M 0.05% -702 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: 66,073 shares; 2024Q4: 70,457 shares; 2025Q1: 59,078 shares; 2025Q2: 47,803 shares; 2025Q3: 48,316 shares; 2025Q4: 44,872 shares; 2026Q1: 43,308 shares; 2026Q2: 41,251 shares 41,251 $2.33M 0.05% -2,057 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: 30,945 shares; 2024Q4: 31,890 shares; 2025Q1: 35,186 shares; 2025Q2: 11,212 shares; 2025Q3: 14,142 shares; 2025Q4: 14,959 shares; 2026Q1: 13,789 shares; 2026Q2: 13,743 shares 13,743 $2.32M 0.05% -46 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,989 shares; 2024Q4: 7,432 shares; 2025Q1: 10,474 shares; 2025Q2: 9,838 shares; 2025Q3: 14,275 shares; 2025Q4: 19,913 shares; 2026Q1: 19,652 shares; 2026Q2: 15,893 shares 15,893 $2.32M 0.05% -3,759 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: 43,893 shares; 2024Q4: 49,648 shares; 2025Q1: 54,082 shares; 2025Q2: 21,840 shares; 2025Q3: 20,289 shares; 2025Q4: 17,107 shares; 2026Q1: 20,793 shares; 2026Q2: 17,498 shares 17,498 $2.29M 0.05% -3,295 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,574 shares; 2025Q4: 27,628 shares; 2026Q1: 27,688 shares; 2026Q2: 27,750 shares 27,750 $2.27M 0.05% +62 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: 3,789 shares; 2024Q4: 4,210 shares; 2025Q1: 6,140 shares; 2025Q2: 4,453 shares; 2025Q3: 6,373 shares; 2025Q4: 6,345 shares; 2026Q1: 5,303 shares; 2026Q2: 4,394 shares 4,394 $2.24M 0.05% -909 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,973 shares; 2024Q4: 6,624 shares; 2025Q1: 9,207 shares; 2025Q2: 16,852 shares; 2025Q3: 73,425 shares; 2025Q4: 36,574 shares; 2026Q1: 33,159 shares; 2026Q2: 25,759 shares 25,759 $2.22M 0.05% -7,400 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: 45,685 shares; 2024Q4: 42,499 shares; 2025Q1: 43,150 shares; 2025Q2: 19,077 shares; 2025Q3: 36,307 shares; 2025Q4: 36,187 shares; 2026Q1: 36,224 shares; 2026Q2: 36,563 shares 36,563 $2.21M 0.05% +339 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,568 shares; 2025Q1: 27,616 shares; 2025Q2: 28,419 shares; 2025Q3: 36,703 shares; 2025Q4: 43,384 shares; 2026Q1: 33,588 shares; 2026Q2: 27,762 shares 27,762 $2.2M 0.05% -5,826 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,798 shares; 2024Q4: 4,854 shares; 2025Q1: 4,072 shares; 2025Q2: 4,120 shares; 2025Q3: 4,252 shares; 2025Q4: 4,737 shares; 2026Q1: 5,843 shares; 2026Q2: 5,715 shares 5,715 $2.2M 0.05% -128 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: not reported; 2024Q4: 17,238 shares; 2025Q1: 18,024 shares; 2025Q2: 21,799 shares; 2025Q3: 23,782 shares; 2025Q4: 24,358 shares; 2026Q1: 25,037 shares; 2026Q2: 25,321 shares 25,321 $2.2M 0.05% +284 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,583 shares; 2024Q4: 30,304 shares; 2025Q1: 28,599 shares; 2025Q2: 28,119 shares; 2025Q3: 28,535 shares; 2025Q4: 28,562 shares; 2026Q1: 25,990 shares; 2026Q2: 25,972 shares 25,972 $2.2M 0.05% -18 Timeline CRT CROSS TIMBERS RTY TR More: the full row for CROSS TIMBERS RTY 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: 228,058 shares; 2026Q2: 239,924 shares 239,924 $2.17M 0.05% +11,866 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,168 shares; 2025Q2: 16,379 shares; 2025Q3: 20,073 shares; 2025Q4: 27,855 shares; 2026Q1: 29,675 shares; 2026Q2: 29,341 shares 29,341 $2.17M 0.05% -334 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: 2,427 shares; 2024Q4: 2,831 shares; 2025Q1: 3,064 shares; 2025Q2: 3,791 shares; 2025Q3: 5,250 shares; 2025Q4: 6,216 shares; 2026Q1: 6,406 shares; 2026Q2: 7,365 shares 7,365 $2.16M 0.05% +959 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,350 shares; 2024Q4: 9,292 shares; 2025Q1: 9,061 shares; 2025Q2: 8,775 shares; 2025Q3: 8,922 shares; 2025Q4: 9,233 shares; 2026Q1: 9,353 shares; 2026Q2: 10,063 shares 10,063 $2.14M 0.04% +710 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: 10,605 shares; 2024Q4: 12,398 shares; 2025Q1: 11,914 shares; 2025Q2: 11,419 shares; 2025Q3: 11,873 shares; 2025Q4: 22,876 shares; 2026Q1: 27,848 shares; 2026Q2: 10,383 shares 10,383 $2.13M 0.04% -17,465 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,615 shares; 2024Q4: 6,047 shares; 2025Q1: 6,716 shares; 2025Q2: 7,956 shares; 2025Q3: 10,181 shares; 2025Q4: 10,495 shares; 2026Q1: 10,636 shares; 2026Q2: 12,646 shares 12,646 $2.11M 0.04% +2,010 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: 19,265 shares; 2024Q4: 17,853 shares; 2025Q1: 17,984 shares; 2025Q2: 16,697 shares; 2025Q3: 23,549 shares; 2025Q4: 23,741 shares; 2026Q1: 19,649 shares; 2026Q2: 21,848 shares 21,848 $2.09M 0.04% +2,199 Timeline ANGL 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: 31,174 shares; 2024Q4: 32,037 shares; 2025Q1: 33,643 shares; 2025Q2: 30,595 shares; 2025Q3: 32,691 shares; 2025Q4: 67,483 shares; 2026Q1: 68,802 shares; 2026Q2: 71,458 shares 71,458 $2.09M 0.04% +2,656 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,602 shares; 2025Q1: 7,102 shares; 2025Q2: 5,102 shares; 2025Q3: 5,102 shares; 2025Q4: 5,102 shares; 2026Q1: 5,102 shares; 2026Q2: 16,357 shares 16,357 $2.09M 0.04% +11,255 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,864 shares; 2025Q1: 15,765 shares; 2025Q2: 15,759 shares; 2025Q3: 15,707 shares; 2025Q4: 15,706 shares; 2026Q1: 15,647 shares; 2026Q2: 15,647 shares 15,647 $2.08M 0.04% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55,923 shares; 2025Q1: 16,398 shares; 2025Q2: 15,398 shares; 2025Q3: 15,398 shares; 2025Q4: 15,398 shares; 2026Q1: 15,398 shares; 2026Q2: 19,654 shares 19,654 $2.07M 0.04% +4,256 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,643 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,232 shares; 2026Q2: 27,191 shares 27,191 $2.06M 0.04% -41 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: 87,218 shares; 2024Q4: 100,037 shares; 2025Q1: 108,387 shares; 2025Q2: 112,175 shares; 2025Q3: 91,655 shares; 2025Q4: 85,059 shares; 2026Q1: 93,304 shares; 2026Q2: 41,282 shares 41,282 $2.06M 0.04% -52,022 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,034 shares; 2024Q4: 4,262 shares; 2025Q1: 11,557 shares; 2025Q2: 11,221 shares; 2025Q3: 11,119 shares; 2025Q4: 11,120 shares; 2026Q1: 11,121 shares; 2026Q2: 12,513 shares 12,513 $2.05M 0.04% +1,392 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: 2,204 shares; 2024Q4: 2,444 shares; 2025Q1: 2,542 shares; 2025Q2: 3,363 shares; 2025Q3: 13,222 shares; 2025Q4: 5,846 shares; 2026Q1: 5,785 shares; 2026Q2: 5,181 shares 5,181 $2.04M 0.04% -604 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: 8,397 shares; 2024Q4: 9,902 shares; 2025Q1: 10,383 shares; 2025Q2: 4,546 shares; 2025Q3: 9,482 shares; 2025Q4: 9,453 shares; 2026Q1: 11,446 shares; 2026Q2: 11,410 shares 11,410 $2.04M 0.04% -36 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: 14,806 shares; 2024Q4: 13,447 shares; 2025Q1: 13,624 shares; 2025Q2: 12,614 shares; 2025Q3: 13,429 shares; 2025Q4: 12,787 shares; 2026Q1: 12,664 shares; 2026Q2: 12,563 shares 12,563 $2.03M 0.04% -101 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,718 shares; 2024Q4: 3,758 shares; 2025Q1: 1,720 shares; 2025Q2: 1,796 shares; 2025Q3: 1,887 shares; 2025Q4: 1,595 shares; 2026Q1: 1,519 shares; 2026Q2: 1,480 shares 1,480 $2.01M 0.04% -39 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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: 37,561 shares; 2026Q2: 15,654 shares 15,654 $2M 0.04% -21,907 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,081 shares; 2026Q2: 56,645 shares 56,645 $2M 0.04% +4,564 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,843 shares; 2024Q4: 6,700 shares; 2025Q1: 6,259 shares; 2025Q2: 6,083 shares; 2025Q3: 6,080 shares; 2025Q4: 6,069 shares; 2026Q1: 6,087 shares; 2026Q2: 6,045 shares 6,045 $2M 0.04% -42 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,176 shares; 2025Q1: 4,559 shares; 2025Q2: 6,844 shares; 2025Q3: 8,491 shares; 2025Q4: 8,964 shares; 2026Q1: 9,370 shares; 2026Q2: 9,353 shares 9,353 $1.98M 0.04% -17 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,358 shares; 2024Q4: 25,852 shares; 2025Q1: 34,525 shares; 2025Q2: 39,713 shares; 2025Q3: 45,788 shares; 2025Q4: 49,251 shares; 2026Q1: 57,579 shares; 2026Q2: 57,090 shares 57,090 $1.98M 0.04% -489 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: 4,230 shares; 2025Q2: 4,164 shares; 2025Q3: 5,030 shares; 2025Q4: 7,383 shares; 2026Q1: 8,931 shares; 2026Q2: 10,282 shares 10,282 $1.97M 0.04% +1,351 Timeline GSY 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: 50,235 shares; 2024Q4: 54,037 shares; 2025Q1: 51,425 shares; 2025Q2: 35,566 shares; 2025Q3: 35,837 shares; 2025Q4: 33,426 shares; 2026Q1: 37,578 shares; 2026Q2: 39,208 shares 39,208 $1.97M 0.04% +1,630 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,108 shares; 2025Q4: 39,108 shares; 2026Q1: 38,213 shares; 2026Q2: 36,315 shares 36,315 $1.96M 0.04% -1,898 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: 8,584 shares; 2024Q4: 9,418 shares; 2025Q1: 8,143 shares; 2025Q2: 8,988 shares; 2025Q3: 11,928 shares; 2025Q4: 8,776 shares; 2026Q1: 8,939 shares; 2026Q2: 8,874 shares 8,874 $1.96M 0.04% -65 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: 5,275 shares; 2024Q4: 25,352 shares; 2025Q1: 26,541 shares; 2025Q2: 28,080 shares; 2025Q3: 28,426 shares; 2025Q4: 28,743 shares; 2026Q1: 30,479 shares; 2026Q2: 30,747 shares 30,747 $1.91M 0.04% +268 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,527 shares 57,527 $1.89M 0.04% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,332 shares; 2024Q4: 20,929 shares; 2025Q1: 24,578 shares; 2025Q2: 23,274 shares; 2025Q3: 76,084 shares; 2025Q4: 37,270 shares; 2026Q1: 53,236 shares; 2026Q2: 36,712 shares 36,712 $1.86M 0.04% -16,524 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,860 shares; 2024Q4: 8,731 shares; 2025Q1: 8,789 shares; 2025Q2: 8,719 shares; 2025Q3: 9,094 shares; 2025Q4: 8,911 shares; 2026Q1: 8,999 shares; 2026Q2: 8,907 shares 8,907 $1.83M 0.04% -92 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: 2,967 shares; 2024Q4: 3,178 shares; 2025Q1: 2,977 shares; 2025Q2: 7,565 shares; 2025Q3: 9,820 shares; 2025Q4: 10,450 shares; 2026Q1: 11,411 shares; 2026Q2: 11,663 shares 11,663 $1.83M 0.04% +252 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,506 shares; 2026Q1: 5,522 shares; 2026Q2: 6,031 shares 6,031 $1.83M 0.04% +509 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,169 shares; 2025Q3: 1,928 shares; 2025Q4: 1,992 shares; 2026Q1: 2,551 shares; 2026Q2: 2,286 shares 2,286 $1.83M 0.04% -265 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,820 shares; 2025Q1: 5,109 shares; 2025Q2: 6,468 shares; 2025Q3: 6,976 shares; 2025Q4: 6,647 shares; 2026Q1: 6,769 shares; 2026Q2: 7,781 shares 7,781 $1.81M 0.04% +1,012 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,290 shares; 2024Q4: 9,290 shares; 2025Q1: 8,313 shares; 2025Q2: 11,803 shares; 2025Q3: 18,604 shares; 2025Q4: 36,533 shares; 2026Q1: 34,961 shares; 2026Q2: 35,020 shares 35,020 $1.8M 0.04% +59 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,188 shares; 2024Q4: 4,285 shares; 2025Q1: 4,879 shares; 2025Q2: 4,806 shares; 2025Q3: 5,574 shares; 2025Q4: 5,240 shares; 2026Q1: 5,609 shares; 2026Q2: 5,700 shares 5,700 $1.79M 0.04% +91 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: 5,110 shares; 2024Q4: 5,508 shares; 2025Q1: 5,581 shares; 2025Q2: 5,772 shares; 2025Q3: 7,043 shares; 2025Q4: 7,138 shares; 2026Q1: 7,928 shares; 2026Q2: 6,333 shares 6,333 $1.79M 0.04% -1,595 Timeline QRVO QORVO INC More: the full row for QORVO 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: 16,858 shares; 2026Q2: 19,183 shares 19,183 $1.79M 0.04% +2,325 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: 872 shares; 2024Q4: 992 shares; 2025Q1: 877 shares; 2025Q2: 898 shares; 2025Q3: 919 shares; 2025Q4: 1,118 shares; 2026Q1: 519 shares; 2026Q2: 10,027 shares 10,027 $1.79M 0.04% +9,508 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,533 shares; 2024Q4: 4,908 shares; 2025Q1: 5,023 shares; 2025Q2: 2,047 shares; 2025Q3: 6,847 shares; 2025Q4: 7,528 shares; 2026Q1: 8,445 shares; 2026Q2: 8,890 shares 8,890 $1.78M 0.04% +445 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 11,000 shares; 2026Q2: 10,885 shares 10,885 $1.78M 0.04% -115 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,259 shares; 2024Q4: 18,010 shares; 2025Q1: 17,562 shares; 2025Q2: 9,550 shares; 2025Q3: 16,350 shares; 2025Q4: 21,058 shares; 2026Q1: 20,820 shares; 2026Q2: 8,341 shares 8,341 $1.77M 0.04% -12,479 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: not reported; 2024Q4: 14,062 shares; 2025Q1: 14,266 shares; 2025Q2: 17,133 shares; 2025Q3: 17,644 shares; 2025Q4: 19,205 shares; 2026Q1: 152,376 shares; 2026Q2: 55,886 shares 55,886 $1.77M 0.04% -96,490 Timeline MGOV 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: 19,640 shares; 2024Q4: 29,074 shares; 2025Q1: 30,803 shares; 2025Q2: 30,803 shares; 2025Q3: 51,222 shares; 2025Q4: 60,424 shares; 2026Q1: 79,852 shares; 2026Q2: 87,545 shares 87,545 $1.77M 0.04% +7,693 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,458 shares; 2026Q2: 10,699 shares 10,699 $1.75M 0.04% -3,759 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: not reported; 2025Q1: not reported; 2025Q2: 1,656 shares; 2025Q3: 1,829 shares; 2025Q4: 1,900 shares; 2026Q1: 4,951 shares; 2026Q2: 7,366 shares 7,366 $1.75M 0.04% +2,415 Timeline IT GARTNER INC More: the full row for GARTNER 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: 13,154 shares; 2026Q1: 17,734 shares; 2026Q2: 13,498 shares 13,498 $1.75M 0.04% -4,236 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS 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: 11,474 shares; 2026Q1: 16,335 shares; 2026Q2: 12,535 shares 12,535 $1.74M 0.04% -3,800 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 53,610 shares; 2026Q1: 67,380 shares; 2026Q2: 73,713 shares 73,713 $1.74M 0.04% +6,333 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,477 shares; 2025Q3: 8,857 shares; 2025Q4: 8,795 shares; 2026Q1: 9,107 shares; 2026Q2: 12,149 shares 12,149 $1.73M 0.04% +3,042 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,924 shares; 2024Q4: 64,708 shares; 2025Q1: 64,890 shares; 2025Q2: 77,873 shares; 2025Q3: 88,591 shares; 2025Q4: 92,330 shares; 2026Q1: 90,879 shares; 2026Q2: 89,603 shares 89,603 $1.73M 0.04% -1,276 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: 6,411 shares; 2024Q4: 12,303 shares; 2025Q1: 16,819 shares; 2025Q2: 26,396 shares; 2025Q3: 47,417 shares; 2025Q4: 27,470 shares; 2026Q1: 27,677 shares; 2026Q2: 33,206 shares 33,206 $1.72M 0.04% +5,529 Timeline TDIV 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: 13,781 shares; 2024Q4: 13,779 shares; 2025Q1: 13,756 shares; 2025Q2: 13,736 shares; 2025Q3: 14,615 shares; 2025Q4: 14,931 shares; 2026Q1: 15,012 shares; 2026Q2: 14,897 shares 14,897 $1.71M 0.04% -115 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: not reported; 2024Q4: 3,283 shares; 2025Q1: not reported; 2025Q2: 1,940 shares; 2025Q3: 6,092 shares; 2025Q4: 4,979 shares; 2026Q1: 14,838 shares; 2026Q2: 15,578 shares 15,578 $1.7M 0.04% +740 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,735 shares; 2026Q2: 79,943 shares 79,943 $1.7M 0.04% +31,208 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,175 shares; 2024Q4: 35,663 shares; 2025Q1: 40,630 shares; 2025Q2: 40,113 shares; 2025Q3: 105,233 shares; 2025Q4: 56,478 shares; 2026Q1: 64,512 shares; 2026Q2: 43,809 shares 43,809 $1.7M 0.04% -20,703 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: 3,707 shares; 2024Q4: 3,768 shares; 2025Q1: 4,591 shares; 2025Q2: 4,532 shares; 2025Q3: 4,460 shares; 2025Q4: 4,574 shares; 2026Q1: 5,251 shares; 2026Q2: 5,133 shares 5,133 $1.7M 0.04% -118 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,463 shares; 2025Q3: 42,821 shares; 2025Q4: 51,655 shares; 2026Q1: 60,766 shares; 2026Q2: 33,405 shares 33,405 $1.69M 0.04% -27,361 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,105 shares; 2025Q3: 15,402 shares; 2025Q4: 13,701 shares; 2026Q1: 25,505 shares; 2026Q2: 37,437 shares 37,437 $1.69M 0.04% +11,932 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: 2,870 shares; 2024Q4: 2,830 shares; 2025Q1: 2,683 shares; 2025Q2: 2,723 shares; 2025Q3: 5,319 shares; 2025Q4: 5,856 shares; 2026Q1: 7,084 shares; 2026Q2: 6,962 shares 6,962 $1.69M 0.04% -122 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,373 shares; 2025Q3: 33,012 shares; 2025Q4: 34,052 shares; 2026Q1: 41,658 shares; 2026Q2: 35,730 shares 35,730 $1.67M 0.03% -5,928 Timeline SHM 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: 7,989 shares; 2024Q4: 44,598 shares; 2025Q1: 42,226 shares; 2025Q2: 30,744 shares; 2025Q3: 28,086 shares; 2025Q4: 34,768 shares; 2026Q1: 34,762 shares; 2026Q2: 34,536 shares 34,536 $1.66M 0.03% -226 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,721 shares; 2024Q4: 2,806 shares; 2025Q1: 7,174 shares; 2025Q2: 12,680 shares; 2025Q3: 21,312 shares; 2025Q4: 21,700 shares; 2026Q1: 21,073 shares; 2026Q2: 14,915 shares 14,915 $1.65M 0.03% -6,158 Timeline TEND ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,034 shares; 2026Q2: 60,208 shares 60,208 $1.64M 0.03% +19,174 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,009 shares; 2024Q4: 10,080 shares; 2025Q1: 11,550 shares; 2025Q2: 10,872 shares; 2025Q3: 12,619 shares; 2025Q4: 13,740 shares; 2026Q1: 17,483 shares; 2026Q2: 17,460 shares 17,460 $1.64M 0.03% -23 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: 7,661 shares; 2024Q4: 11,622 shares; 2025Q1: 11,918 shares; 2025Q2: 15,369 shares; 2025Q3: 19,653 shares; 2025Q4: 21,333 shares; 2026Q1: 22,844 shares; 2026Q2: 21,860 shares 21,860 $1.63M 0.03% -984 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: 9,396 shares; 2024Q4: 9,271 shares; 2025Q1: 10,003 shares; 2025Q2: 11,893 shares; 2025Q3: 16,458 shares; 2025Q4: 12,483 shares; 2026Q1: 22,371 shares; 2026Q2: 16,440 shares 16,440 $1.62M 0.03% -5,931 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,114 shares; 2025Q1: 2,887 shares; 2025Q2: 2,692 shares; 2025Q3: 9,853 shares; 2025Q4: 5,162 shares; 2026Q1: 4,971 shares; 2026Q2: 3,547 shares 3,547 $1.6M 0.03% -1,424 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; 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: 57,259 shares; 2026Q1: 89,871 shares; 2026Q2: 71,168 shares 71,168 $1.58M 0.03% -18,703 Timeline FYC 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: 5,500 shares; 2025Q1: 21,243 shares; 2025Q2: 2,991 shares; 2025Q3: 3,580 shares; 2025Q4: 3,897 shares; 2026Q1: 7,660 shares; 2026Q2: 12,441 shares 12,441 $1.58M 0.03% +4,781 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,496 shares 33,496 $1.58M 0.03% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,679 shares; 2024Q4: 6,161 shares; 2025Q1: 6,610 shares; 2025Q2: 6,091 shares; 2025Q3: 6,180 shares; 2025Q4: 6,367 shares; 2026Q1: 6,718 shares; 2026Q2: 6,626 shares 6,626 $1.57M 0.03% -92 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: not reported; 2024Q4: 50,093 shares; 2025Q1: 53,452 shares; 2025Q2: 56,355 shares; 2025Q3: 61,276 shares; 2025Q4: 62,750 shares; 2026Q1: 67,506 shares; 2026Q2: 84,572 shares 84,572 $1.57M 0.03% +17,066 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,088 shares; 2026Q2: 49,296 shares 49,296 $1.57M 0.03% +43,208 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,679 shares; 2025Q4: 78,197 shares; 2026Q1: 62,078 shares; 2026Q2: 16,689 shares 16,689 $1.56M 0.03% -45,389 Timeline SEPM 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: 26,160 shares; 2025Q4: 31,238 shares; 2026Q1: 32,622 shares; 2026Q2: 47,391 shares 47,391 $1.56M 0.03% +14,769 Timeline GGOV 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: not reported; 2026Q1: not reported; 2026Q2: 30,860 shares 30,860 $1.55M 0.03% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,982 shares; 2026Q2: 16,903 shares 16,903 $1.55M 0.03% +921 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,028 shares; 2024Q4: 14,384 shares; 2025Q1: 18,767 shares; 2025Q2: 19,775 shares; 2025Q3: 22,647 shares; 2025Q4: 25,519 shares; 2026Q1: 18,963 shares; 2026Q2: 19,237 shares 19,237 $1.54M 0.03% +274 Timeline GSIE 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: 16,101 shares; 2024Q4: 15,767 shares; 2025Q1: 27,201 shares; 2025Q2: 42,905 shares; 2025Q3: 31,804 shares; 2025Q4: 34,910 shares; 2026Q1: 34,079 shares; 2026Q2: 33,746 shares 33,746 $1.54M 0.03% -333 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: 6,418 shares; 2024Q4: 7,288 shares; 2025Q1: 7,833 shares; 2025Q2: 7,736 shares; 2025Q3: 8,030 shares; 2025Q4: 8,288 shares; 2026Q1: 10,707 shares; 2026Q2: 10,543 shares 10,543 $1.54M 0.03% -164 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,774 shares; 2025Q2: 60,774 shares; 2025Q3: 59,349 shares; 2025Q4: 58,439 shares; 2026Q1: 57,691 shares; 2026Q2: 58,001 shares 58,001 $1.51M 0.03% +310 Timeline FXL 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: 7,373 shares; 2024Q4: 7,373 shares; 2025Q1: 7,257 shares; 2025Q2: 7,132 shares; 2025Q3: 7,132 shares; 2025Q4: 7,192 shares; 2026Q1: 6,895 shares; 2026Q2: 6,900 shares 6,900 $1.5M 0.03% +5 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,971 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,542 shares; 2026Q2: 4,678 shares 4,678 $1.49M 0.03% -864 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,822 shares; 2025Q4: 16,827 shares; 2026Q1: 14,847 shares; 2026Q2: 14,837 shares 14,837 $1.48M 0.03% -10 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,811 shares; 2024Q4: 30,639 shares; 2025Q1: 42,549 shares; 2025Q2: 39,815 shares; 2025Q3: 159,326 shares; 2025Q4: 81,023 shares; 2026Q1: 70,356 shares; 2026Q2: 53,781 shares 53,781 $1.48M 0.03% -16,575 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 569 shares; 2026Q2: 1,760 shares 1,760 $1.48M 0.03% +1,191 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,749 shares; 2026Q2: 105,214 shares 105,214 $1.47M 0.03% +9,465 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: 32,899 shares; 2024Q4: 35,027 shares; 2025Q1: 32,799 shares; 2025Q2: 35,146 shares; 2025Q3: 34,457 shares; 2025Q4: 34,650 shares; 2026Q1: 34,822 shares; 2026Q2: 43,275 shares 43,275 $1.47M 0.03% +8,453 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,901 shares; 2025Q4: 2,453 shares; 2026Q1: not reported; 2026Q2: 10,425 shares 10,425 $1.47M 0.03% new 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: not reported; 2024Q4: 5,111 shares; 2025Q1: 5,060 shares; 2025Q2: 5,070 shares; 2025Q3: 5,135 shares; 2025Q4: 5,121 shares; 2026Q1: 5,115 shares; 2026Q2: 5,112 shares 5,112 $1.46M 0.03% -3 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,199 shares; 2025Q1: 7,193 shares; 2025Q2: 11,499 shares; 2025Q3: 18,625 shares; 2025Q4: 20,602 shares; 2026Q1: 26,638 shares; 2026Q2: 26,778 shares 26,778 $1.46M 0.03% +140 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,781 shares; 2024Q4: 11,362 shares; 2025Q1: 12,462 shares; 2025Q2: 38,914 shares; 2025Q3: 38,997 shares; 2025Q4: 39,716 shares; 2026Q1: 39,470 shares; 2026Q2: 39,014 shares 39,014 $1.45M 0.03% -456 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,740 shares; 2025Q3: 30,672 shares; 2025Q4: 19,247 shares; 2026Q1: 17,549 shares; 2026Q2: 13,778 shares 13,778 $1.45M 0.03% -3,771 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: 12,045 shares; 2024Q4: 7,671 shares; 2025Q1: 7,803 shares; 2025Q2: 6,848 shares; 2025Q3: 8,279 shares; 2025Q4: 10,307 shares; 2026Q1: 7,130 shares; 2026Q2: 4,618 shares 4,618 $1.45M 0.03% -2,512 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,701 shares; 2026Q1: 20,547 shares; 2026Q2: 19,795 shares 19,795 $1.44M 0.03% -752 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: 17,019 shares; 2024Q4: 18,493 shares; 2025Q1: 17,626 shares; 2025Q2: 16,927 shares; 2025Q3: 16,075 shares; 2025Q4: 16,314 shares; 2026Q1: 14,762 shares; 2026Q2: 15,287 shares 15,287 $1.44M 0.03% +525 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,354 shares; 2025Q4: 41,031 shares; 2026Q1: 34,096 shares; 2026Q2: 26,866 shares 26,866 $1.43M 0.03% -7,230 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: 21,525 shares; 2024Q4: 20,010 shares; 2025Q1: 19,341 shares; 2025Q2: 18,646 shares; 2025Q3: 17,706 shares; 2025Q4: 18,627 shares; 2026Q1: 18,827 shares; 2026Q2: 18,987 shares 18,987 $1.42M 0.03% +160 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,720 shares; 2024Q4: 8,964 shares; 2025Q1: 9,669 shares; 2025Q2: 22,914 shares; 2025Q3: 28,158 shares; 2025Q4: 27,363 shares; 2026Q1: 29,408 shares; 2026Q2: 25,528 shares 25,528 $1.42M 0.03% -3,880 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 48,887 shares; 2026Q1: 67,490 shares; 2026Q2: 57,241 shares 57,241 $1.41M 0.03% -10,249 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: 12,964 shares; 2024Q4: 12,922 shares; 2025Q1: 12,901 shares; 2025Q2: 10,222 shares; 2025Q3: 13,687 shares; 2025Q4: 14,293 shares; 2026Q1: 14,584 shares; 2026Q2: 14,655 shares 14,655 $1.41M 0.03% +71 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: 8,618 shares; 2024Q4: 10,806 shares; 2025Q1: 10,113 shares; 2025Q2: 11,342 shares; 2025Q3: 13,648 shares; 2025Q4: 13,370 shares; 2026Q1: 11,339 shares; 2026Q2: 6,256 shares 6,256 $1.4M 0.03% -5,083 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,494 shares; 2024Q4: 5,533 shares; 2025Q1: 6,149 shares; 2025Q2: 7,814 shares; 2025Q3: 8,620 shares; 2025Q4: 8,706 shares; 2026Q1: 10,259 shares; 2026Q2: 10,401 shares 10,401 $1.4M 0.03% +142 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,594 shares; 2025Q1: 12,972 shares; 2025Q2: 13,006 shares; 2025Q3: 16,977 shares; 2025Q4: 17,047 shares; 2026Q1: 18,303 shares; 2026Q2: 17,768 shares 17,768 $1.39M 0.03% -535 Timeline FLJP 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: not reported; 2025Q2: not reported; 2025Q3: 7,195 shares; 2025Q4: 6,779 shares; 2026Q1: 21,571 shares; 2026Q2: 34,758 shares 34,758 $1.38M 0.03% +13,187 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,471 shares; 2025Q2: 31,928 shares; 2025Q3: 33,081 shares; 2025Q4: 25,864 shares; 2026Q1: 44,784 shares; 2026Q2: 21,309 shares 21,309 $1.38M 0.03% -23,475 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,010 shares; 2025Q1: 10,835 shares; 2025Q2: 11,543 shares; 2025Q3: 18,388 shares; 2025Q4: 18,962 shares; 2026Q1: 22,163 shares; 2026Q2: 25,185 shares 25,185 $1.38M 0.03% +3,022 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: 24,786 shares; 2024Q4: 67,898 shares; 2025Q1: 87,285 shares; 2025Q2: 31,253 shares; 2025Q3: 32,353 shares; 2025Q4: 34,191 shares; 2026Q1: 35,935 shares; 2026Q2: 32,452 shares 32,452 $1.38M 0.03% -3,483 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,153 shares; 2025Q2: 2,113 shares; 2025Q3: 2,963 shares; 2025Q4: 3,152 shares; 2026Q1: 3,520 shares; 2026Q2: 3,305 shares 3,305 $1.37M 0.03% -215 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,495 shares; 2024Q4: 26,721 shares; 2025Q1: 34,293 shares; 2025Q2: 41,102 shares; 2025Q3: 41,102 shares; 2025Q4: 48,673 shares; 2026Q1: 58,782 shares; 2026Q2: 51,242 shares 51,242 $1.37M 0.03% -7,540 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: 57,958 shares; 2024Q4: 45,933 shares; 2025Q1: 48,447 shares; 2025Q2: 45,467 shares; 2025Q3: 51,228 shares; 2025Q4: 50,178 shares; 2026Q1: 52,824 shares; 2026Q2: 56,570 shares 56,570 $1.36M 0.03% +3,746 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,470 shares; 2025Q4: 8,029 shares; 2026Q1: 8,529 shares; 2026Q2: 9,397 shares 9,397 $1.36M 0.03% +868 Timeline AVDV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,240 shares; 2025Q4: 8,028 shares; 2026Q1: 9,871 shares; 2026Q2: 13,112 shares 13,112 $1.35M 0.03% +3,241 Timeline GQQQ 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: 4,993 shares; 2026Q2: 37,142 shares 37,142 $1.35M 0.03% +32,149 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,291 shares; 2024Q4: 2,087 shares; 2025Q1: 2,342 shares; 2025Q2: 2,122 shares; 2025Q3: 2,414 shares; 2025Q4: 2,503 shares; 2026Q1: 2,556 shares; 2026Q2: 2,713 shares 2,713 $1.35M 0.03% +157 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: 12,028 shares; 2024Q4: 17,154 shares; 2025Q1: 9,578 shares; 2025Q2: 14,199 shares; 2025Q3: 63,357 shares; 2025Q4: 65,388 shares; 2026Q1: 145,941 shares; 2026Q2: 26,414 shares 26,414 $1.34M 0.03% -119,527 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,843 shares; 2024Q4: 19,364 shares; 2025Q1: 17,517 shares; 2025Q2: 17,539 shares; 2025Q3: 17,649 shares; 2025Q4: 17,273 shares; 2026Q1: 18,661 shares; 2026Q2: 22,703 shares 22,703 $1.34M 0.03% +4,042 Timeline JSMD 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: 9,104 shares; 2024Q4: 9,926 shares; 2025Q1: 11,768 shares; 2025Q2: 11,764 shares; 2025Q3: 10,674 shares; 2025Q4: 11,174 shares; 2026Q1: 12,405 shares; 2026Q2: 13,184 shares 13,184 $1.33M 0.03% +779 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,794 shares; 2026Q1: 9,693 shares; 2026Q2: 9,267 shares 9,267 $1.33M 0.03% -426 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,776 shares; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,286 shares; 2025Q4: 3,285 shares; 2026Q1: 4,666 shares; 2026Q2: 7,937 shares 7,937 $1.32M 0.03% +3,271 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,592 shares; 2024Q4: 12,930 shares; 2025Q1: 12,880 shares; 2025Q2: 11,582 shares; 2025Q3: 15,080 shares; 2025Q4: 27,050 shares; 2026Q1: 26,360 shares; 2026Q2: 24,360 shares 24,360 $1.3M 0.03% -2,000 Timeline BBJP 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: 19,031 shares; 2025Q4: 19,175 shares; 2026Q1: 17,690 shares; 2026Q2: 17,063 shares 17,063 $1.29M 0.03% -627 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,506 shares; 2025Q2: 10,030 shares; 2025Q3: 13,019 shares; 2025Q4: 11,432 shares; 2026Q1: 11,688 shares; 2026Q2: 10,519 shares 10,519 $1.28M 0.03% -1,169 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,141 shares; 2025Q3: 2,413 shares; 2025Q4: 4,736 shares; 2026Q1: 4,712 shares; 2026Q2: 5,137 shares 5,137 $1.28M 0.03% +425 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,036 shares; 2025Q2: 22,547 shares; 2025Q3: 36,842 shares; 2025Q4: 44,408 shares; 2026Q1: 47,054 shares; 2026Q2: 48,182 shares 48,182 $1.27M 0.03% +1,128 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,402 shares; 2024Q4: 32,634 shares; 2025Q1: 41,304 shares; 2025Q2: 40,322 shares; 2025Q3: 131,798 shares; 2025Q4: 60,370 shares; 2026Q1: 65,983 shares; 2026Q2: 47,916 shares 47,916 $1.27M 0.03% -18,067 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,365 shares; 2024Q4: 4,037 shares; 2025Q1: 5,136 shares; 2025Q2: 5,274 shares; 2025Q3: 5,553 shares; 2025Q4: 5,353 shares; 2026Q1: 5,977 shares; 2026Q2: 6,669 shares 6,669 $1.27M 0.03% +692 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: not reported; 2025Q1: 4,170 shares; 2025Q2: 6,864 shares; 2025Q3: 9,243 shares; 2025Q4: 9,586 shares; 2026Q1: 15,234 shares; 2026Q2: 16,184 shares 16,184 $1.27M 0.03% +950 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: 16,480 shares; 2024Q4: 16,804 shares; 2025Q1: 16,855 shares; 2025Q2: 23,976 shares; 2025Q3: 24,500 shares; 2025Q4: 27,268 shares; 2026Q1: 27,256 shares; 2026Q2: 13,070 shares 13,070 $1.26M 0.03% -14,186 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: 37,103 shares; 2024Q4: 45,249 shares; 2025Q1: 48,854 shares; 2025Q2: 49,028 shares; 2025Q3: 54,788 shares; 2025Q4: 48,710 shares; 2026Q1: 44,467 shares; 2026Q2: 42,786 shares 42,786 $1.26M 0.03% -1,681 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,153 shares; 2025Q1: 3,018 shares; 2025Q2: 3,123 shares; 2025Q3: 11,438 shares; 2025Q4: 15,393 shares; 2026Q1: 14,757 shares; 2026Q2: 10,906 shares 10,906 $1.25M 0.03% -3,851 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,636 shares; 2024Q4: 4,862 shares; 2025Q1: 5,200 shares; 2025Q2: 5,342 shares; 2025Q3: 5,413 shares; 2025Q4: 5,645 shares; 2026Q1: 4,537 shares; 2026Q2: 5,177 shares 5,177 $1.23M 0.03% +640 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: 3,150 shares; 2024Q4: 3,343 shares; 2025Q1: 3,392 shares; 2025Q2: 3,675 shares; 2025Q3: 6,813 shares; 2025Q4: 6,818 shares; 2026Q1: 6,844 shares; 2026Q2: 5,568 shares 5,568 $1.23M 0.03% -1,276 Timeline