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; 2024Q4: 441,053 shares; 2025Q1: 445,304 shares; 2025Q2: 447,094 shares; 2025Q3: 440,664 shares; 2025Q4: 447,284 shares; 2026Q1: 435,418 shares; 2026Q2: 2,759,568 shares; 2026Q3: 2,830,789 shares 2,830,789 $255M 6.73% +71,221 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,737,706 shares; 2025Q1: 1,765,991 shares; 2025Q2: 1,783,116 shares; 2025Q3: 1,771,788 shares; 2025Q4: 1,907,665 shares; 2026Q1: 1,899,744 shares; 2026Q2: 2,122,891 shares; 2026Q3: 2,164,936 shares 2,164,936 $163M 4.31% +42,045 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 960,089 shares; 2025Q1: 1,014,047 shares; 2025Q2: 1,061,689 shares; 2025Q3: 1,067,427 shares; 2025Q4: 1,020,642 shares; 2026Q1: 978,139 shares; 2026Q2: 956,185 shares; 2026Q3: 1,002,489 shares 1,002,489 $79.9M 2.11% +46,304 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; 2024Q4: 40,509 shares; 2025Q1: 41,090 shares; 2025Q2: 42,625 shares; 2025Q3: 49,496 shares; 2025Q4: 55,090 shares; 2026Q1: 46,048 shares; 2026Q2: 944,180 shares; 2026Q3: 1,012,833 shares 1,012,833 $79.4M 2.1% +68,653 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 183,805 shares; 2025Q1: 265,617 shares; 2025Q2: 328,454 shares; 2025Q3: 302,838 shares; 2025Q4: 292,763 shares; 2026Q1: 279,586 shares; 2026Q2: 590,250 shares; 2026Q3: 609,568 shares 609,568 $71.8M 1.89% +19,318 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; 2024Q4: 626,819 shares; 2025Q1: 787,185 shares; 2025Q2: 849,065 shares; 2025Q3: 833,678 shares; 2025Q4: 807,865 shares; 2026Q1: 793,135 shares; 2026Q2: 688,966 shares; 2026Q3: 702,205 shares 702,205 $67.8M 1.79% +13,239 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; 2024Q4: 358,691 shares; 2025Q1: 359,851 shares; 2025Q2: 356,256 shares; 2025Q3: 343,591 shares; 2025Q4: 349,157 shares; 2026Q1: 357,505 shares; 2026Q2: 229,387 shares; 2026Q3: 214,638 shares 214,638 $62.7M 1.65% -14,749 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; 2024Q4: 530,145 shares; 2025Q1: 537,936 shares; 2025Q2: 541,297 shares; 2025Q3: 537,558 shares; 2025Q4: 540,826 shares; 2026Q1: 528,225 shares; 2026Q2: 335,783 shares; 2026Q3: 309,732 shares 309,732 $60.5M 1.6% -26,051 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 196,440 shares; 2025Q1: 185,483 shares; 2025Q2: 188,913 shares; 2025Q3: 190,391 shares; 2025Q4: 182,302 shares; 2026Q1: 198,441 shares; 2026Q2: 181,537 shares; 2026Q3: 172,608 shares 172,608 $57.4M 1.52% -8,929 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 229,024 shares; 2025Q1: 238,128 shares; 2025Q2: 258,204 shares; 2025Q3: 258,892 shares; 2025Q4: 248,906 shares; 2026Q1: 263,363 shares; 2026Q2: 252,383 shares; 2026Q3: 244,306 shares 244,306 $55.8M 1.47% -8,077 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; 2024Q4: 67,574 shares; 2025Q1: 68,424 shares; 2025Q2: 70,150 shares; 2025Q3: 73,761 shares; 2025Q4: 73,251 shares; 2026Q1: 77,043 shares; 2026Q2: 76,784 shares; 2026Q3: 77,870 shares 77,870 $54.6M 1.44% +1,086 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; 2024Q4: 124,281 shares; 2025Q1: 120,566 shares; 2025Q2: 137,218 shares; 2025Q3: 147,846 shares; 2025Q4: 153,865 shares; 2026Q1: 129,053 shares; 2026Q2: 153,346 shares; 2026Q3: 181,846 shares 181,846 $51.7M 1.36% +28,500 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 116,976 shares; 2025Q1: 119,455 shares; 2025Q2: 119,522 shares; 2025Q3: 112,633 shares; 2025Q4: 91,731 shares; 2026Q1: 86,770 shares; 2026Q2: 71,296 shares; 2026Q3: 67,307 shares 67,307 $51.5M 1.36% -3,989 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; 2024Q4: 126,529 shares; 2025Q1: 122,971 shares; 2025Q2: 122,363 shares; 2025Q3: 111,798 shares; 2025Q4: 108,824 shares; 2026Q1: 109,042 shares; 2026Q2: 104,840 shares; 2026Q3: 100,808 shares 100,808 $50.2M 1.32% -4,032 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; 2024Q4: 578,984 shares; 2025Q1: 591,240 shares; 2025Q2: 590,302 shares; 2025Q3: 606,716 shares; 2025Q4: 619,257 shares; 2026Q1: 642,047 shares; 2026Q2: 645,233 shares; 2026Q3: 656,975 shares 656,975 $46.4M 1.22% +11,742 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; 2024Q4: 603,928 shares; 2025Q1: 607,172 shares; 2025Q2: 619,361 shares; 2025Q3: 660,474 shares; 2025Q4: 689,717 shares; 2026Q1: 738,755 shares; 2026Q2: 739,292 shares; 2026Q3: 753,937 shares 753,937 $46.1M 1.22% +14,645 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,207,836 shares; 2025Q1: 2,598,243 shares; 2025Q2: 2,591,993 shares; 2025Q3: 2,620,949 shares; 2025Q4: 2,615,214 shares; 2026Q1: 2,599,716 shares; 2026Q2: 2,357,478 shares; 2026Q3: 2,449,929 shares 2,449,929 $44.6M 1.18% +92,451 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 560,743 shares; 2025Q1: 639,284 shares; 2025Q2: 699,141 shares; 2025Q3: 702,915 shares; 2025Q4: 681,621 shares; 2026Q1: 887,974 shares; 2026Q2: 1,019,930 shares; 2026Q3: 1,074,859 shares 1,074,859 $44M 1.16% +54,929 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; 2024Q4: 203,966 shares; 2025Q1: 204,309 shares; 2025Q2: 203,980 shares; 2025Q3: 203,669 shares; 2025Q4: 202,237 shares; 2026Q1: 208,487 shares; 2026Q2: 202,913 shares; 2026Q3: 202,170 shares 202,170 $43.7M 1.15% -743 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; 2024Q4: 529,944 shares; 2025Q1: 484,850 shares; 2025Q2: 450,175 shares; 2025Q3: 470,476 shares; 2025Q4: 489,125 shares; 2026Q1: 730,405 shares; 2026Q2: 595,336 shares; 2026Q3: 597,436 shares 597,436 $41.9M 1.11% +2,100 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,998,814 shares; 2025Q1: 2,439,184 shares; 2025Q2: 2,557,892 shares; 2025Q3: 2,641,190 shares; 2025Q4: 2,714,473 shares; 2026Q1: 2,688,721 shares; 2026Q2: 2,400,792 shares; 2026Q3: 2,596,398 shares 2,596,398 $40.9M 1.08% +195,606 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125,518 shares; 2025Q1: 124,736 shares; 2025Q2: 135,528 shares; 2025Q3: 162,299 shares; 2025Q4: 191,673 shares; 2026Q1: 148,688 shares; 2026Q2: 226,306 shares; 2026Q3: 242,661 shares 242,661 $39.1M 1.03% +16,355 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; 2024Q4: 36,849 shares; 2025Q1: 41,065 shares; 2025Q2: 42,076 shares; 2025Q3: 44,066 shares; 2025Q4: 40,366 shares; 2026Q1: 46,696 shares; 2026Q2: 47,080 shares; 2026Q3: 48,717 shares 48,717 $37.2M 0.98% +1,637 Timeline BSCR 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; 2024Q4: 2,070,713 shares; 2025Q1: 2,421,039 shares; 2025Q2: 2,426,509 shares; 2025Q3: 2,462,433 shares; 2025Q4: 2,377,359 shares; 2026Q1: 2,202,366 shares; 2026Q2: 2,165,477 shares; 2026Q3: 1,869,534 shares 1,869,534 $36.5M 0.96% -295,943 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 708,022 shares; 2026Q3: 824,277 shares 824,277 $34.6M 0.91% +116,255 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; 2024Q4: 394,938 shares; 2025Q1: 387,903 shares; 2025Q2: 389,373 shares; 2025Q3: 402,867 shares; 2025Q4: 421,555 shares; 2026Q1: 434,553 shares; 2026Q2: 445,048 shares; 2026Q3: 454,475 shares 454,475 $33.1M 0.87% +9,427 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220,672 shares; 2025Q1: 219,832 shares; 2025Q2: 221,662 shares; 2025Q3: 222,844 shares; 2025Q4: 221,638 shares; 2026Q1: 230,828 shares; 2026Q2: 239,337 shares; 2026Q3: 231,355 shares 231,355 $32.9M 0.87% -7,982 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; 2024Q4: 413,392 shares; 2025Q1: 408,157 shares; 2025Q2: 404,359 shares; 2025Q3: 400,144 shares; 2025Q4: 396,591 shares; 2026Q1: 392,275 shares; 2026Q2: 389,362 shares; 2026Q3: 382,257 shares 382,257 $31.7M 0.84% -7,105 Timeline XMVM 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; 2024Q4: 521,333 shares; 2025Q1: 508,278 shares; 2025Q2: 521,095 shares; 2025Q3: 515,564 shares; 2025Q4: 507,916 shares; 2026Q1: 525,711 shares; 2026Q2: 409,737 shares; 2026Q3: 442,037 shares 442,037 $30.8M 0.81% +32,300 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; 2024Q4: 327,120 shares; 2025Q1: 336,084 shares; 2025Q2: 336,178 shares; 2025Q3: 348,052 shares; 2025Q4: 365,777 shares; 2026Q1: 376,993 shares; 2026Q2: 385,620 shares; 2026Q3: 401,620 shares 401,620 $30.7M 0.81% +16,000 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,624 shares; 2025Q1: 51,592 shares; 2025Q2: 57,437 shares; 2025Q3: 55,261 shares; 2025Q4: 53,865 shares; 2026Q1: 62,030 shares; 2026Q2: 58,055 shares; 2026Q3: 58,003 shares 58,003 $29.7M 0.78% -52 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; 2024Q4: 475,294 shares; 2025Q1: 484,962 shares; 2025Q2: 496,579 shares; 2025Q3: 519,418 shares; 2025Q4: 540,377 shares; 2026Q1: 549,962 shares; 2026Q2: 558,732 shares; 2026Q3: 560,773 shares 560,773 $29.6M 0.78% +2,041 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; 2024Q4: 768,173 shares; 2025Q1: 781,245 shares; 2025Q2: 801,630 shares; 2025Q3: 840,640 shares; 2025Q4: 914,332 shares; 2026Q1: 982,911 shares; 2026Q2: 1,013,405 shares; 2026Q3: 1,082,911 shares 1,082,911 $27.2M 0.72% +69,506 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 821,653 shares; 2025Q1: 840,128 shares; 2025Q2: 863,939 shares; 2025Q3: 900,525 shares; 2025Q4: 983,861 shares; 2026Q1: 1,058,171 shares; 2026Q2: 1,083,719 shares; 2026Q3: 1,138,810 shares 1,138,810 $27.2M 0.72% +55,091 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129,719 shares; 2025Q1: 134,649 shares; 2025Q2: 135,851 shares; 2025Q3: 133,310 shares; 2025Q4: 133,093 shares; 2026Q1: 131,049 shares; 2026Q2: 84,243 shares; 2026Q3: 78,624 shares 78,624 $26.5M 0.7% -5,619 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 407,311 shares; 2025Q1: 420,312 shares; 2025Q2: 426,946 shares; 2025Q3: 443,027 shares; 2025Q4: 485,346 shares; 2026Q1: 522,750 shares; 2026Q2: 534,207 shares; 2026Q3: 562,384 shares 562,384 $26.4M 0.7% +28,177 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 557,968 shares; 2025Q1: 613,033 shares; 2025Q2: 635,237 shares; 2025Q3: 635,258 shares; 2025Q4: 625,720 shares; 2026Q1: 446,106 shares; 2026Q2: 310,631 shares; 2026Q3: 261,421 shares 261,421 $24.5M 0.65% -49,210 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,025,285 shares; 2025Q1: 1,011,768 shares; 2025Q2: 844,089 shares; 2025Q3: 848,270 shares; 2025Q4: 846,141 shares; 2026Q1: 863,449 shares; 2026Q2: 861,398 shares; 2026Q3: 837,399 shares 837,399 $24.5M 0.65% -23,999 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,566 shares; 2025Q1: 70,455 shares; 2025Q2: 69,827 shares; 2025Q3: 66,946 shares; 2025Q4: 58,008 shares; 2026Q1: 54,205 shares; 2026Q2: 267,463 shares; 2026Q3: 264,155 shares 264,155 $24.5M 0.65% -3,308 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,486 shares; 2025Q1: 24,958 shares; 2025Q2: 51,113 shares; 2025Q3: 424,171 shares; 2025Q4: 549,493 shares; 2026Q1: 562,999 shares; 2026Q2: 509,605 shares; 2026Q3: 600,015 shares 600,015 $23.6M 0.62% +90,410 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,292 shares; 2025Q1: 15,245 shares; 2025Q2: 16,926 shares; 2025Q3: 14,953 shares; 2025Q4: 26,159 shares; 2026Q1: 293,531 shares; 2026Q2: 114,823 shares; 2026Q3: 245,552 shares 245,552 $23.2M 0.61% +130,729 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 712,602 shares; 2026Q2: 680,906 shares; 2026Q3: 665,889 shares 665,889 $22.9M 0.61% -15,017 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; 2024Q4: 189,182 shares; 2025Q1: 274,207 shares; 2025Q2: 292,186 shares; 2025Q3: 282,022 shares; 2025Q4: 273,012 shares; 2026Q1: 276,960 shares; 2026Q2: 269,493 shares; 2026Q3: 280,208 shares 280,208 $21.9M 0.58% +10,715 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; 2024Q4: 96,344 shares; 2025Q1: 93,639 shares; 2025Q2: 92,876 shares; 2025Q3: 93,655 shares; 2025Q4: 93,577 shares; 2026Q1: 93,968 shares; 2026Q2: 90,711 shares; 2026Q3: 90,686 shares 90,686 $21M 0.55% -25 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 205,636 shares; 2025Q1: 308,977 shares; 2025Q2: 242,992 shares; 2025Q3: 240,024 shares; 2025Q4: 362,408 shares; 2026Q1: 311,245 shares; 2026Q2: 473,378 shares; 2026Q3: 404,538 shares 404,538 $20.7M 0.54% -68,840 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; 2024Q4: 317,962 shares; 2025Q1: 322,642 shares; 2025Q2: 326,735 shares; 2025Q3: 332,804 shares; 2025Q4: 344,403 shares; 2026Q1: 340,249 shares; 2026Q2: 333,795 shares; 2026Q3: 336,667 shares 336,667 $20M 0.53% +2,872 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; 2024Q4: 84,123 shares; 2025Q1: 73,750 shares; 2025Q2: 88,088 shares; 2025Q3: 86,729 shares; 2025Q4: 87,308 shares; 2026Q1: 96,688 shares; 2026Q2: 80,017 shares; 2026Q3: 78,414 shares 78,414 $19.5M 0.52% -1,603 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200,697 shares; 2025Q1: 213,024 shares; 2025Q2: 222,675 shares; 2025Q3: 248,611 shares; 2025Q4: 274,690 shares; 2026Q1: 286,401 shares; 2026Q2: 290,317 shares; 2026Q3: 295,747 shares 295,747 $18.6M 0.49% +5,430 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,294 shares; 2025Q1: 58,947 shares; 2025Q2: 72,987 shares; 2025Q3: 103,563 shares; 2025Q4: 112,873 shares; 2026Q1: 168,439 shares; 2026Q2: 248,290 shares; 2026Q3: 289,896 shares 289,896 $17.8M 0.47% +41,606 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; 2024Q4: 55,933 shares; 2025Q1: 56,114 shares; 2025Q2: 57,620 shares; 2025Q3: 57,239 shares; 2025Q4: 57,256 shares; 2026Q1: 57,337 shares; 2026Q2: 57,356 shares; 2026Q3: 57,724 shares 57,724 $17.6M 0.46% +368 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,525 shares; 2025Q1: 17,453 shares; 2025Q2: 124,877 shares; 2025Q3: 139,328 shares; 2025Q4: 150,771 shares; 2026Q1: 158,534 shares; 2026Q2: 161,287 shares; 2026Q3: 164,519 shares 164,519 $17.6M 0.46% +3,232 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; 2024Q4: 95,451 shares; 2025Q1: 154,304 shares; 2025Q2: 198,851 shares; 2025Q3: 167,803 shares; 2025Q4: 138,653 shares; 2026Q1: 125,305 shares; 2026Q2: 115,320 shares; 2026Q3: 112,068 shares 112,068 $17.4M 0.46% -3,252 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242,530 shares; 2026Q2: 372,122 shares; 2026Q3: 744,372 shares 744,372 $17M 0.45% +372,250 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; 2024Q4: 32,904 shares; 2025Q1: 32,862 shares; 2025Q2: 13,816 shares; 2025Q3: 12,248 shares; 2025Q4: 31,328 shares; 2026Q1: 36,080 shares; 2026Q2: 35,638 shares; 2026Q3: 15,877 shares 15,877 $16.9M 0.45% -19,761 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 190,734 shares; 2025Q1: 198,644 shares; 2025Q2: 248,997 shares; 2025Q3: 243,034 shares; 2025Q4: 253,018 shares; 2026Q1: 220,186 shares; 2026Q2: 199,103 shares; 2026Q3: 165,472 shares 165,472 $16.7M 0.44% -33,631 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; 2024Q4: 19,484 shares; 2025Q1: 19,587 shares; 2025Q2: 20,054 shares; 2025Q3: 20,955 shares; 2025Q4: 20,356 shares; 2026Q1: 23,372 shares; 2026Q2: 24,157 shares; 2026Q3: 22,457 shares 22,457 $16.6M 0.44% -1,700 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,108 shares; 2025Q1: 51,236 shares; 2025Q2: 57,595 shares; 2025Q3: 58,457 shares; 2025Q4: 55,215 shares; 2026Q1: 56,877 shares; 2026Q2: 48,482 shares; 2026Q3: 45,725 shares 45,725 $15.7M 0.42% -2,757 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; 2024Q4: 39,791 shares; 2025Q1: 39,814 shares; 2025Q2: 39,466 shares; 2025Q3: 38,786 shares; 2025Q4: 39,804 shares; 2026Q1: 41,067 shares; 2026Q2: 41,969 shares; 2026Q3: 41,474 shares 41,474 $15.5M 0.41% -495 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 292,572 shares; 2025Q1: 302,207 shares; 2025Q2: 306,381 shares; 2025Q3: 318,584 shares; 2025Q4: 363,957 shares; 2026Q1: 387,572 shares; 2026Q2: 400,790 shares; 2026Q3: 423,133 shares 423,133 $14.9M 0.39% +22,343 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 445,437 shares; 2025Q1: 477,305 shares; 2025Q2: 456,838 shares; 2025Q3: 459,170 shares; 2025Q4: 564,734 shares; 2026Q1: 576,125 shares; 2026Q2: 533,624 shares; 2026Q3: 543,365 shares 543,365 $14.6M 0.39% +9,741 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,990 shares; 2025Q1: 44,386 shares; 2025Q2: 46,306 shares; 2025Q3: 42,918 shares; 2025Q4: 45,256 shares; 2026Q1: 46,708 shares; 2026Q2: 44,670 shares; 2026Q3: 42,388 shares 42,388 $14.4M 0.38% -2,282 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; 2024Q4: 20,081 shares; 2025Q1: 20,003 shares; 2025Q2: 21,994 shares; 2025Q3: 21,330 shares; 2025Q4: 38,287 shares; 2026Q1: 43,925 shares; 2026Q2: 63,676 shares; 2026Q3: 73,438 shares 73,438 $14.4M 0.38% +9,762 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,160 shares; 2025Q1: 24,485 shares; 2025Q2: 28,126 shares; 2025Q3: 34,480 shares; 2025Q4: 36,099 shares; 2026Q1: 38,024 shares; 2026Q2: 34,603 shares; 2026Q3: 40,827 shares 40,827 $14.3M 0.38% +6,224 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,274 shares; 2025Q1: 19,274 shares; 2025Q2: 19,274 shares; 2025Q3: 65,607 shares; 2025Q4: 197,397 shares; 2026Q1: 120,093 shares; 2026Q2: 295,286 shares; 2026Q3: 350,327 shares 350,327 $14M 0.37% +55,041 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; 2024Q4: 13,113 shares; 2025Q1: 13,655 shares; 2025Q2: 13,353 shares; 2025Q3: 19,424 shares; 2025Q4: 23,938 shares; 2026Q1: 58,721 shares; 2026Q2: 45,443 shares; 2026Q3: 36,712 shares 36,712 $14M 0.37% -8,731 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 334,864 shares; 2025Q1: 332,829 shares; 2025Q2: 334,624 shares; 2025Q3: 335,519 shares; 2025Q4: 337,242 shares; 2026Q1: 376,909 shares; 2026Q2: 381,998 shares; 2026Q3: 392,888 shares 392,888 $13.4M 0.35% +10,890 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; 2024Q4: 22,287 shares; 2025Q1: 18,225 shares; 2025Q2: 21,047 shares; 2025Q3: 20,835 shares; 2025Q4: 22,397 shares; 2026Q1: 22,809 shares; 2026Q2: 21,159 shares; 2026Q3: 18,318 shares 18,318 $13.3M 0.35% -2,841 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,111 shares; 2025Q1: 6,113 shares; 2025Q2: 90,984 shares; 2025Q3: 104,270 shares; 2025Q4: 115,252 shares; 2026Q1: 118,424 shares; 2026Q2: 119,073 shares; 2026Q3: 119,755 shares 119,755 $13.2M 0.35% +682 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; 2024Q4: 119,952 shares; 2025Q1: 118,750 shares; 2025Q2: 121,827 shares; 2025Q3: 128,591 shares; 2025Q4: 136,989 shares; 2026Q1: 144,438 shares; 2026Q2: 148,491 shares; 2026Q3: 151,390 shares 151,390 $12.9M 0.34% +2,899 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,635 shares; 2025Q1: 21,494 shares; 2025Q2: 19,179 shares; 2025Q3: 19,593 shares; 2025Q4: 19,722 shares; 2026Q1: 20,692 shares; 2026Q2: 21,185 shares; 2026Q3: 352,026 shares 352,026 $12.6M 0.33% +330,841 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; 2024Q4: not reported; 2025Q1: 3,749 shares; 2025Q2: 20,424 shares; 2025Q3: 20,335 shares; 2025Q4: 20,346 shares; 2026Q1: 131,988 shares; 2026Q2: 117,186 shares; 2026Q3: 114,943 shares 114,943 $12.6M 0.33% -2,243 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; 2024Q4: 433,699 shares; 2025Q1: 420,363 shares; 2025Q2: 424,709 shares; 2025Q3: 421,199 shares; 2025Q4: 411,981 shares; 2026Q1: 417,210 shares; 2026Q2: 387,669 shares; 2026Q3: 385,587 shares 385,587 $12.5M 0.33% -2,082 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,976 shares; 2025Q1: 87,212 shares; 2025Q2: 88,402 shares; 2025Q3: 91,052 shares; 2025Q4: 91,490 shares; 2026Q1: 92,724 shares; 2026Q2: 97,585 shares; 2026Q3: 102,123 shares 102,123 $12.2M 0.32% +4,538 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; 2024Q4: 109,937 shares; 2025Q1: 108,107 shares; 2025Q2: 109,959 shares; 2025Q3: 110,693 shares; 2025Q4: 113,065 shares; 2026Q1: 114,083 shares; 2026Q2: 170,953 shares; 2026Q3: 133,376 shares 133,376 $11.9M 0.32% -37,577 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,502 shares; 2026Q2: 77,874 shares; 2026Q3: 83,043 shares 83,043 $11.8M 0.31% +5,169 Timeline HELO 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,089 shares; 2025Q3: 171,029 shares; 2025Q4: 170,574 shares; 2026Q1: 172,428 shares; 2026Q2: 173,665 shares; 2026Q3: 168,265 shares 168,265 $11.6M 0.31% -5,400 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,726 shares; 2025Q1: 154,597 shares; 2025Q2: 196,514 shares; 2025Q3: 192,616 shares; 2025Q4: 165,430 shares; 2026Q1: 477,240 shares; 2026Q2: 343,794 shares; 2026Q3: 323,081 shares 323,081 $11.6M 0.31% -20,713 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129,917 shares; 2025Q1: 133,164 shares; 2025Q2: 136,292 shares; 2025Q3: 141,214 shares; 2025Q4: 149,620 shares; 2026Q1: 159,837 shares; 2026Q2: 164,456 shares; 2026Q3: 173,282 shares 173,282 $10.9M 0.29% +8,826 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,173 shares; 2026Q2: 90,560 shares; 2026Q3: 86,097 shares 86,097 $10.9M 0.29% -4,463 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,015 shares; 2025Q1: 32,528 shares; 2025Q2: 32,466 shares; 2025Q3: 32,861 shares; 2025Q4: 31,523 shares; 2026Q1: 94,519 shares; 2026Q2: 92,906 shares; 2026Q3: 103,816 shares 103,816 $10.8M 0.28% +10,910 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,763 shares; 2025Q4: 97,884 shares; 2026Q1: 145,581 shares; 2026Q2: 150,932 shares; 2026Q3: 544,716 shares 544,716 $10.7M 0.28% +393,784 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 218,782 shares; 2025Q1: 219,241 shares; 2025Q2: 213,987 shares; 2025Q3: 214,698 shares; 2025Q4: 213,927 shares; 2026Q1: 214,288 shares; 2026Q2: 217,255 shares; 2026Q3: 207,633 shares 207,633 $10.6M 0.28% -9,622 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; 2024Q4: 42,913 shares; 2025Q1: 38,155 shares; 2025Q2: 38,484 shares; 2025Q3: 35,907 shares; 2025Q4: 33,111 shares; 2026Q1: 34,581 shares; 2026Q2: 34,247 shares; 2026Q3: 31,957 shares 31,957 $10.6M 0.28% -2,290 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 185,959 shares; 2025Q1: 163,179 shares; 2025Q2: 160,391 shares; 2025Q3: 189,496 shares; 2025Q4: 189,796 shares; 2026Q1: 32,650 shares; 2026Q2: 190,134 shares; 2026Q3: 189,780 shares 189,780 $9.82M 0.26% -354 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,819 shares; 2025Q1: 48,924 shares; 2025Q2: 51,015 shares; 2025Q3: 49,805 shares; 2025Q4: 50,580 shares; 2026Q1: 49,259 shares; 2026Q2: 39,538 shares; 2026Q3: 36,337 shares 36,337 $9.51M 0.25% -3,201 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 291,421 shares; 2025Q1: 297,408 shares; 2025Q2: 309,388 shares; 2025Q3: 340,270 shares; 2025Q4: 373,701 shares; 2026Q1: 397,445 shares; 2026Q2: 403,264 shares; 2026Q3: 409,884 shares 409,884 $9.03M 0.24% +6,620 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 360,804 shares 360,804 $9.03M 0.24% new Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 54,866 shares 54,866 $8.93M 0.24% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,919 shares; 2025Q1: 17,010 shares; 2025Q2: 22,653 shares; 2025Q3: 22,778 shares; 2025Q4: 24,088 shares; 2026Q1: 26,480 shares; 2026Q2: 28,170 shares; 2026Q3: 25,054 shares 25,054 $8.89M 0.23% -3,116 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,806 shares; 2025Q1: 77,072 shares; 2025Q2: 75,740 shares; 2025Q3: 70,057 shares; 2025Q4: 66,493 shares; 2026Q1: 75,847 shares; 2026Q2: 73,278 shares; 2026Q3: 71,544 shares 71,544 $8.81M 0.23% -1,734 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 399,608 shares; 2026Q3: 415,930 shares 415,930 $8.59M 0.23% +16,322 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 573,966 shares; 2026Q2: 596,287 shares; 2026Q3: 604,096 shares 604,096 $8.19M 0.22% +7,809 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; 2024Q4: 40,837 shares; 2025Q1: 39,329 shares; 2025Q2: 37,549 shares; 2025Q3: 33,411 shares; 2025Q4: 32,305 shares; 2026Q1: 31,013 shares; 2026Q2: 31,647 shares; 2026Q3: 29,530 shares 29,530 $8.04M 0.21% -2,117 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; 2024Q4: 269,553 shares; 2025Q1: 303,563 shares; 2025Q2: 308,693 shares; 2025Q3: 299,830 shares; 2025Q4: 319,946 shares; 2026Q1: 336,413 shares; 2026Q2: 341,085 shares; 2026Q3: 362,368 shares 362,368 $8.01M 0.21% +21,283 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,040 shares; 2025Q1: 49,040 shares; 2025Q2: 48,511 shares; 2025Q3: 48,206 shares; 2025Q4: 48,378 shares; 2026Q1: 48,429 shares; 2026Q2: 47,484 shares; 2026Q3: 47,428 shares 47,428 $7.89M 0.21% -56 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; 2024Q4: 112,586 shares; 2025Q1: 110,611 shares; 2025Q2: 105,753 shares; 2025Q3: 104,702 shares; 2025Q4: 93,354 shares; 2026Q1: 91,208 shares; 2026Q2: 91,749 shares; 2026Q3: 95,141 shares 95,141 $7.82M 0.21% +3,392 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; 2024Q4: 8,922 shares; 2025Q1: 12,156 shares; 2025Q2: 8,883 shares; 2025Q3: 7,629 shares; 2025Q4: 6,507 shares; 2026Q1: 94,356 shares; 2026Q2: 98,162 shares; 2026Q3: 95,097 shares 95,097 $7.66M 0.2% -3,065 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,343 shares; 2025Q1: 47,035 shares; 2025Q2: 46,863 shares; 2025Q3: 47,803 shares; 2025Q4: 48,965 shares; 2026Q1: 48,694 shares; 2026Q2: 46,689 shares; 2026Q3: 48,606 shares 48,606 $7.55M 0.2% +1,917 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 32,587 shares 32,587 $7.54M 0.2% new 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; 2024Q4: 5,253 shares; 2025Q1: 5,438 shares; 2025Q2: 5,438 shares; 2025Q3: 6,188 shares; 2025Q4: 5,455 shares; 2026Q1: 6,070 shares; 2026Q2: 6,424 shares; 2026Q3: 6,510 shares 6,510 $7.53M 0.2% +86 Timeline VUSB 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; 2024Q4: 31,203 shares; 2025Q1: 28,858 shares; 2025Q2: 30,201 shares; 2025Q3: 30,921 shares; 2025Q4: 32,848 shares; 2026Q1: 33,476 shares; 2026Q2: 34,678 shares; 2026Q3: 151,955 shares 151,955 $7.53M 0.2% +117,277 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,962 shares; 2025Q1: 15,294 shares; 2025Q2: 15,276 shares; 2025Q3: 14,558 shares; 2025Q4: 14,496 shares; 2026Q1: 386,852 shares; 2026Q2: 244,488 shares; 2026Q3: 225,516 shares 225,516 $7.51M 0.2% -18,972 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; 2024Q4: 9,357 shares; 2025Q1: 11,441 shares; 2025Q2: 2,491 shares; 2025Q3: 2,466 shares; 2025Q4: 14,568 shares; 2026Q1: 16,392 shares; 2026Q2: 13,774 shares; 2026Q3: 13,945 shares 13,945 $7.5M 0.2% +171 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,755 shares; 2025Q1: 89,677 shares; 2025Q2: 123,202 shares; 2025Q3: 173,851 shares; 2025Q4: 175,501 shares; 2026Q1: 53,806 shares; 2026Q2: 169,050 shares; 2026Q3: 181,784 shares 181,784 $7.5M 0.2% +12,734 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,709 shares; 2025Q1: 228,079 shares; 2025Q2: 303,385 shares; 2025Q3: 241,339 shares; 2025Q4: 212,497 shares; 2026Q1: 197,614 shares; 2026Q2: 182,852 shares; 2026Q3: 177,585 shares 177,585 $7.36M 0.19% -5,267 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,493 shares; 2025Q1: 7,036 shares; 2025Q2: 9,135 shares; 2025Q3: 9,224 shares; 2025Q4: 9,273 shares; 2026Q1: 148,873 shares; 2026Q2: 148,852 shares; 2026Q3: 146,979 shares 146,979 $7.22M 0.19% -1,873 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; 2024Q4: 162,490 shares; 2025Q1: 156,719 shares; 2025Q2: 160,665 shares; 2025Q3: 153,424 shares; 2025Q4: 150,066 shares; 2026Q1: 150,170 shares; 2026Q2: 152,322 shares; 2026Q3: 143,065 shares 143,065 $7.18M 0.19% -9,257 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; 2024Q4: 1,079 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,980 shares; 2026Q2: 109,391 shares; 2026Q3: 110,425 shares 110,425 $7.14M 0.19% +1,034 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,189 shares; 2025Q4: 217,812 shares; 2026Q1: 119,315 shares; 2026Q2: 319,480 shares; 2026Q3: 152,635 shares 152,635 $6.86M 0.18% -166,845 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; 2024Q4: 14,121 shares; 2025Q1: 13,665 shares; 2025Q2: 13,853 shares; 2025Q3: 13,644 shares; 2025Q4: 14,240 shares; 2026Q1: 15,128 shares; 2026Q2: 10,830 shares; 2026Q3: 11,173 shares 11,173 $6.84M 0.18% +343 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,281 shares; 2025Q1: 94,916 shares; 2025Q2: 98,486 shares; 2025Q3: 119,764 shares; 2025Q4: 116,769 shares; 2026Q1: 118,206 shares; 2026Q2: 119,975 shares; 2026Q3: 121,440 shares 121,440 $6.78M 0.18% +1,465 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,340 shares; 2025Q1: 6,159 shares; 2025Q2: 6,101 shares; 2025Q3: 7,578 shares; 2025Q4: 5,842 shares; 2026Q1: 5,870 shares; 2026Q2: 107,524 shares; 2026Q3: 65,064 shares 65,064 $6.77M 0.18% -42,460 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; 2024Q4: 70,989 shares; 2025Q1: 71,028 shares; 2025Q2: 68,538 shares; 2025Q3: 69,157 shares; 2025Q4: 71,127 shares; 2026Q1: 73,854 shares; 2026Q2: 68,564 shares; 2026Q3: 62,808 shares 62,808 $6.76M 0.18% -5,756 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; 2024Q4: 702 shares; 2025Q1: 2,145 shares; 2025Q2: 2,139 shares; 2025Q3: 2,494 shares; 2025Q4: 2,502 shares; 2026Q1: 6,833 shares; 2026Q2: 16,988 shares; 2026Q3: 16,654 shares 16,654 $6.62M 0.17% -334 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450,684 shares; 2026Q2: 462,193 shares; 2026Q3: 470,757 shares 470,757 $6.6M 0.17% +8,564 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206,355 shares; 2025Q1: 182,976 shares; 2025Q2: 88,593 shares; 2025Q3: 81,222 shares; 2025Q4: 76,109 shares; 2026Q1: 69,224 shares; 2026Q2: 99,126 shares; 2026Q3: 64,489 shares 64,489 $6.58M 0.17% -34,637 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; 2024Q4: 70,658 shares; 2025Q1: 82,490 shares; 2025Q2: 77,257 shares; 2025Q3: 101,481 shares; 2025Q4: 60,044 shares; 2026Q1: 120,689 shares; 2026Q2: 106,114 shares; 2026Q3: 113,425 shares 113,425 $6.38M 0.17% +7,311 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99,772 shares; 2025Q1: 93,499 shares; 2025Q2: 92,397 shares; 2025Q3: 89,765 shares; 2025Q4: 84,425 shares; 2026Q1: 88,925 shares; 2026Q2: 88,453 shares; 2026Q3: 88,341 shares 88,341 $6.36M 0.17% -112 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200,984 shares; 2025Q1: 201,976 shares; 2025Q2: 77,880 shares; 2025Q3: 74,812 shares; 2025Q4: 73,232 shares; 2026Q1: 73,202 shares; 2026Q2: 73,043 shares; 2026Q3: 71,715 shares 71,715 $6.35M 0.17% -1,328 Timeline JPIB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,018 shares; 2026Q2: 146,848 shares; 2026Q3: 133,140 shares 133,140 $6.22M 0.16% -13,708 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,681 shares; 2025Q1: 2,699 shares; 2025Q2: 3,304 shares; 2025Q3: 3,308 shares; 2025Q4: 3,608 shares; 2026Q1: 10,132 shares; 2026Q2: 7,544 shares; 2026Q3: 7,578 shares 7,578 $6.14M 0.16% +34 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,549 shares; 2025Q4: 7,371 shares; 2026Q1: 13,065 shares; 2026Q2: 22,676 shares; 2026Q3: 34,473 shares 34,473 $6.11M 0.16% +11,797 Timeline VGK 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; 2024Q4: 1,046 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130,098 shares; 2026Q2: 78,691 shares; 2026Q3: 70,160 shares 70,160 $6.09M 0.16% -8,531 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; 2024Q4: 22,859 shares; 2025Q1: 22,948 shares; 2025Q2: 21,765 shares; 2025Q3: 20,580 shares; 2025Q4: 20,066 shares; 2026Q1: 18,319 shares; 2026Q2: 17,791 shares; 2026Q3: 17,308 shares 17,308 $6.09M 0.16% -483 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,793 shares; 2025Q1: 51,163 shares; 2025Q2: 53,648 shares; 2025Q3: 52,944 shares; 2025Q4: 59,813 shares; 2026Q1: 54,434 shares; 2026Q2: 52,166 shares; 2026Q3: 43,792 shares 43,792 $6.01M 0.16% -8,374 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,119 shares; 2025Q1: 85,109 shares; 2025Q2: 85,955 shares; 2025Q3: 115,043 shares; 2025Q4: 117,027 shares; 2026Q1: 120,149 shares; 2026Q2: 152,960 shares; 2026Q3: 150,516 shares 150,516 $5.98M 0.16% -2,444 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,300 shares; 2025Q1: 119,083 shares; 2025Q2: 154,836 shares; 2025Q3: 135,065 shares; 2025Q4: 112,703 shares; 2026Q1: 117,528 shares; 2026Q2: 98,502 shares; 2026Q3: 96,916 shares 96,916 $5.97M 0.16% -1,586 Timeline VNQI 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; 2024Q4: 94,387 shares; 2025Q1: 97,673 shares; 2025Q2: 101,073 shares; 2025Q3: 109,931 shares; 2025Q4: 116,996 shares; 2026Q1: 123,963 shares; 2026Q2: 128,421 shares; 2026Q3: 137,574 shares 137,574 $5.85M 0.15% +9,153 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,291 shares; 2026Q2: 104,720 shares; 2026Q3: 97,168 shares 97,168 $5.75M 0.15% -7,552 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,282 shares; 2025Q1: 17,273 shares; 2025Q2: 17,305 shares; 2025Q3: 17,221 shares; 2025Q4: 16,967 shares; 2026Q1: 17,245 shares; 2026Q2: 49,181 shares; 2026Q3: 53,398 shares 53,398 $5.58M 0.15% +4,217 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,458 shares; 2025Q1: 7,589 shares; 2025Q2: 6,944 shares; 2025Q3: 6,969 shares; 2025Q4: 5,934 shares; 2026Q1: 93,838 shares; 2026Q2: 86,737 shares; 2026Q3: 83,153 shares 83,153 $5.55M 0.15% -3,584 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,853 shares; 2025Q1: 45,069 shares; 2025Q2: 58,185 shares; 2025Q3: 78,610 shares; 2025Q4: 51,350 shares; 2026Q1: 93,067 shares; 2026Q2: 93,511 shares; 2026Q3: 96,191 shares 96,191 $5.54M 0.15% +2,680 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; 2024Q4: 9,734 shares; 2025Q1: 8,577 shares; 2025Q2: 8,396 shares; 2025Q3: 7,982 shares; 2025Q4: 7,633 shares; 2026Q1: 7,605 shares; 2026Q2: 7,284 shares; 2026Q3: 6,131 shares 6,131 $5.52M 0.15% -1,153 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; 2024Q4: 57,653 shares; 2025Q1: 45,547 shares; 2025Q2: 48,526 shares; 2025Q3: 48,918 shares; 2025Q4: 55,652 shares; 2026Q1: 60,239 shares; 2026Q2: 58,587 shares; 2026Q3: 52,270 shares 52,270 $5.47M 0.14% -6,317 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; 2024Q4: 46,518 shares; 2025Q1: 48,841 shares; 2025Q2: 50,501 shares; 2025Q3: 50,929 shares; 2025Q4: 53,394 shares; 2026Q1: 59,247 shares; 2026Q2: 59,247 shares; 2026Q3: 59,247 shares 59,247 $5.45M 0.14% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,112 shares; 2025Q1: 27,899 shares; 2025Q2: 30,409 shares; 2025Q3: 31,176 shares; 2025Q4: 31,519 shares; 2026Q1: 28,911 shares; 2026Q2: 24,324 shares; 2026Q3: 20,546 shares 20,546 $5.44M 0.14% -3,778 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; 2024Q4: 6,249 shares; 2025Q1: 5,989 shares; 2025Q2: 5,796 shares; 2025Q3: 6,215 shares; 2025Q4: 6,111 shares; 2026Q1: 6,965 shares; 2026Q2: 6,160 shares; 2026Q3: 5,926 shares 5,926 $5.39M 0.14% -234 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132,694 shares; 2025Q1: 137,650 shares; 2025Q2: 137,063 shares; 2025Q3: 138,665 shares; 2025Q4: 119,411 shares; 2026Q1: 74,887 shares; 2026Q2: 78,311 shares; 2026Q3: 93,415 shares 93,415 $5.35M 0.14% +15,104 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,819 shares; 2025Q1: 17,178 shares; 2025Q2: 16,890 shares; 2025Q3: 16,823 shares; 2025Q4: 16,189 shares; 2026Q1: 13,752 shares; 2026Q2: 13,055 shares; 2026Q3: 12,792 shares 12,792 $5.28M 0.14% -263 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; 2024Q4: 24,264 shares; 2025Q1: 24,336 shares; 2025Q2: 28,591 shares; 2025Q3: 28,649 shares; 2025Q4: 24,318 shares; 2026Q1: 99,734 shares; 2026Q2: 69,327 shares; 2026Q3: 65,003 shares 65,003 $5.09M 0.13% -4,324 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,239 shares; 2025Q1: 11,973 shares; 2025Q2: 12,130 shares; 2025Q3: 12,185 shares; 2025Q4: 10,902 shares; 2026Q1: 11,178 shares; 2026Q2: 42,176 shares; 2026Q3: 40,276 shares 40,276 $5.04M 0.13% -1,900 Timeline AVXC 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; 2024Q4: not reported; 2025Q1: 43,509 shares; 2025Q2: 104,344 shares; 2025Q3: 88,220 shares; 2025Q4: 72,843 shares; 2026Q1: 70,000 shares; 2026Q2: 65,564 shares; 2026Q3: 60,858 shares 60,858 $5M 0.13% -4,706 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; 2024Q4: 2,377 shares; 2025Q1: 3,393 shares; 2025Q2: 891 shares; 2025Q3: 971 shares; 2025Q4: 4,671 shares; 2026Q1: 4,950 shares; 2026Q2: 4,983 shares; 2026Q3: 5,210 shares 5,210 $4.95M 0.13% +227 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,014 shares; 2025Q1: 50,245 shares; 2025Q2: 40,972 shares; 2025Q3: 39,378 shares; 2025Q4: 42,488 shares; 2026Q1: 41,016 shares; 2026Q2: 37,754 shares; 2026Q3: 36,053 shares 36,053 $4.9M 0.13% -1,701 Timeline SPHQ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,810 shares; 2025Q4: 57,810 shares; 2026Q1: not reported; 2026Q2: 57,991 shares; 2026Q3: 57,844 shares 57,844 $4.86M 0.13% -147 Timeline BSMT 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; 2024Q4: 129,286 shares; 2025Q1: 166,334 shares; 2025Q2: 154,165 shares; 2025Q3: 178,254 shares; 2025Q4: 201,830 shares; 2026Q1: 229,676 shares; 2026Q2: 193,355 shares; 2026Q3: 218,375 shares 218,375 $4.86M 0.13% +25,020 Timeline DTEC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 95,701 shares 95,701 $4.86M 0.13% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,736 shares; 2025Q1: 12,043 shares; 2025Q2: 13,404 shares; 2025Q3: 15,727 shares; 2025Q4: 15,154 shares; 2026Q1: 15,004 shares; 2026Q2: 14,520 shares; 2026Q3: 13,500 shares 13,500 $4.85M 0.13% -1,020 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,039 shares; 2025Q1: 6,913 shares; 2025Q2: 6,796 shares; 2025Q3: 6,707 shares; 2025Q4: 6,679 shares; 2026Q1: 7,248 shares; 2026Q2: 7,130 shares; 2026Q3: 8,399 shares 8,399 $4.78M 0.13% +1,269 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; 2024Q4: 1,878 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,296 shares; 2026Q1: 175,210 shares; 2026Q2: 73,100 shares; 2026Q3: 67,650 shares 67,650 $4.69M 0.12% -5,450 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,245 shares; 2025Q1: 48,317 shares; 2025Q2: 47,004 shares; 2025Q3: 54,045 shares; 2025Q4: 53,858 shares; 2026Q1: 49,721 shares; 2026Q2: 47,820 shares; 2026Q3: 46,772 shares 46,772 $4.53M 0.12% -1,048 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,648 shares; 2025Q1: 9,264 shares; 2025Q2: 10,239 shares; 2025Q3: 10,107 shares; 2025Q4: 9,821 shares; 2026Q1: 10,029 shares; 2026Q2: 10,056 shares; 2026Q3: 8,183 shares 8,183 $4.51M 0.12% -1,873 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; 2024Q4: 154,123 shares; 2025Q1: 152,714 shares; 2025Q2: 148,033 shares; 2025Q3: 143,781 shares; 2025Q4: 144,273 shares; 2026Q1: 167,924 shares; 2026Q2: 163,381 shares; 2026Q3: 164,112 shares 164,112 $4.51M 0.12% +731 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; 2024Q4: 177,955 shares; 2025Q1: 175,937 shares; 2025Q2: 178,424 shares; 2025Q3: 179,717 shares; 2025Q4: 178,417 shares; 2026Q1: 178,501 shares; 2026Q2: 180,128 shares; 2026Q3: 184,700 shares 184,700 $4.5M 0.12% +4,572 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; 2024Q4: 14,096 shares; 2025Q1: 15,340 shares; 2025Q2: 15,134 shares; 2025Q3: 16,145 shares; 2025Q4: 31,995 shares; 2026Q1: 45,420 shares; 2026Q2: 58,591 shares; 2026Q3: 73,179 shares 73,179 $4.49M 0.12% +14,588 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 63,258 shares 63,258 $4.43M 0.12% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124,666 shares; 2026Q2: 95,005 shares; 2026Q3: 90,717 shares 90,717 $4.4M 0.12% -4,288 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,602 shares; 2025Q1: 17,795 shares; 2025Q2: 17,220 shares; 2025Q3: 16,796 shares; 2025Q4: 16,406 shares; 2026Q1: 15,873 shares; 2026Q2: 15,380 shares; 2026Q3: 14,621 shares 14,621 $4.31M 0.11% -759 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50,528 shares 50,528 $4.31M 0.11% new Timeline FTGS 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; 2024Q4: 1,110 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182,598 shares; 2026Q2: 123,746 shares; 2026Q3: 113,054 shares 113,054 $4.29M 0.11% -10,692 Timeline IBUY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 63,770 shares 63,770 $4.26M 0.11% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,123 shares; 2025Q1: 13,824 shares; 2025Q2: 12,834 shares; 2025Q3: 16,804 shares; 2025Q4: 16,416 shares; 2026Q1: 16,380 shares; 2026Q2: 16,468 shares; 2026Q3: 13,983 shares 13,983 $4.25M 0.11% -2,485 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,683 shares; 2025Q1: 68,021 shares; 2025Q2: 67,250 shares; 2025Q3: 67,454 shares; 2025Q4: 67,791 shares; 2026Q1: 69,231 shares; 2026Q2: 69,842 shares; 2026Q3: 70,211 shares 70,211 $4.12M 0.11% +369 Timeline JQUA 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; 2024Q4: 158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,509 shares; 2026Q3: 55,293 shares 55,293 $4.08M 0.11% +5,784 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; 2024Q4: 12,167 shares; 2025Q1: 11,979 shares; 2025Q2: 11,916 shares; 2025Q3: 11,920 shares; 2025Q4: 12,090 shares; 2026Q1: 19,184 shares; 2026Q2: 19,214 shares; 2026Q3: 15,761 shares 15,761 $4.07M 0.11% -3,453 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,361 shares; 2025Q1: 21,635 shares; 2025Q2: 21,765 shares; 2025Q3: 21,308 shares; 2025Q4: 21,290 shares; 2026Q1: 20,118 shares; 2026Q2: 34,320 shares; 2026Q3: 31,105 shares 31,105 $3.98M 0.11% -3,215 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,471 shares; 2025Q1: 68,809 shares; 2025Q2: 69,697 shares; 2025Q3: 99,576 shares; 2025Q4: 101,471 shares; 2026Q1: 104,455 shares; 2026Q2: 107,988 shares; 2026Q3: 109,569 shares 109,569 $3.97M 0.1% +1,581 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; 2024Q4: 56,215 shares; 2025Q1: 50,295 shares; 2025Q2: 51,835 shares; 2025Q3: 51,680 shares; 2025Q4: 52,457 shares; 2026Q1: 57,416 shares; 2026Q2: 54,170 shares; 2026Q3: 49,421 shares 49,421 $3.96M 0.1% -4,749 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,679 shares; 2025Q1: 47,399 shares; 2025Q2: 47,801 shares; 2025Q3: 46,983 shares; 2025Q4: 46,912 shares; 2026Q1: 53,434 shares; 2026Q2: 48,521 shares; 2026Q3: 48,578 shares 48,578 $3.95M 0.1% +57 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,697 shares; 2025Q1: 15,141 shares; 2025Q2: 16,543 shares; 2025Q3: 15,776 shares; 2025Q4: 16,241 shares; 2026Q1: 18,236 shares; 2026Q2: 18,465 shares; 2026Q3: 17,200 shares 17,200 $3.95M 0.1% -1,265 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; 2024Q4: 50,748 shares; 2025Q1: 52,017 shares; 2025Q2: 50,429 shares; 2025Q3: 47,616 shares; 2025Q4: 42,311 shares; 2026Q1: 42,321 shares; 2026Q2: 42,613 shares; 2026Q3: 41,741 shares 41,741 $3.92M 0.1% -872 Timeline PHO 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 56,814 shares 56,814 $3.85M 0.1% new 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; 2024Q4: 85,849 shares; 2025Q1: 67,454 shares; 2025Q2: 86,447 shares; 2025Q3: 82,210 shares; 2025Q4: 79,271 shares; 2026Q1: 78,061 shares; 2026Q2: 79,071 shares; 2026Q3: 70,533 shares 70,533 $3.84M 0.1% -8,538 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,562 shares; 2025Q1: 25,014 shares; 2025Q2: 19,038 shares; 2025Q3: 21,387 shares; 2025Q4: 21,192 shares; 2026Q1: 23,695 shares; 2026Q2: 24,085 shares; 2026Q3: 18,719 shares 18,719 $3.82M 0.1% -5,366 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,387 shares; 2026Q3: 83,833 shares 83,833 $3.8M 0.1% +9,446 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,504 shares 20,504 $3.79M 0.1% new Timeline BSMR 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; 2024Q4: 128,236 shares; 2025Q1: 157,492 shares; 2025Q2: 147,798 shares; 2025Q3: 166,387 shares; 2025Q4: 191,201 shares; 2026Q1: 182,511 shares; 2026Q2: 171,608 shares; 2026Q3: 160,878 shares 160,878 $3.74M 0.1% -10,730 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 268,805 shares; 2026Q2: 197,652 shares; 2026Q3: 189,424 shares 189,424 $3.74M 0.1% -8,228 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,671 shares; 2025Q1: 11,188 shares; 2025Q2: 4,636 shares; 2025Q3: 4,688 shares; 2025Q4: 11,564 shares; 2026Q1: 12,362 shares; 2026Q2: 12,374 shares; 2026Q3: 11,852 shares 11,852 $3.7M 0.1% -522 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,923 shares; 2025Q1: 16,349 shares; 2025Q2: 16,203 shares; 2025Q3: 16,480 shares; 2025Q4: 16,325 shares; 2026Q1: 16,358 shares; 2026Q2: 14,685 shares; 2026Q3: 14,700 shares 14,700 $3.64M 0.1% +15 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; 2024Q4: 52,311 shares; 2025Q1: 50,982 shares; 2025Q2: 50,320 shares; 2025Q3: 48,750 shares; 2025Q4: 46,675 shares; 2026Q1: 53,797 shares; 2026Q2: 39,784 shares; 2026Q3: 46,608 shares 46,608 $3.64M 0.1% +6,824 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,414 shares; 2025Q1: 58,847 shares; 2025Q2: 59,447 shares; 2025Q3: 79,606 shares; 2025Q4: 80,535 shares; 2026Q1: 81,037 shares; 2026Q2: 82,906 shares; 2026Q3: 83,456 shares 83,456 $3.61M 0.1% +550 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129,985 shares; 2025Q1: 132,899 shares; 2025Q2: 130,543 shares; 2025Q3: 127,779 shares; 2025Q4: 126,859 shares; 2026Q1: 124,417 shares; 2026Q2: 121,635 shares; 2026Q3: 123,804 shares 123,804 $3.55M 0.09% +2,169 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120,240 shares; 2025Q1: 119,376 shares; 2025Q2: 119,425 shares; 2025Q3: 115,502 shares; 2025Q4: 116,423 shares; 2026Q1: 116,650 shares; 2026Q2: 117,540 shares; 2026Q3: 119,568 shares 119,568 $3.54M 0.09% +2,028 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,279 shares; 2025Q1: 87,778 shares; 2025Q2: 85,659 shares; 2025Q3: 89,557 shares; 2025Q4: 97,367 shares; 2026Q1: 94,111 shares; 2026Q2: 92,901 shares; 2026Q3: 94,992 shares 94,992 $3.5M 0.09% +2,091 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,723 shares; 2025Q1: 6,605 shares; 2025Q2: 6,934 shares; 2025Q3: 7,030 shares; 2025Q4: 8,134 shares; 2026Q1: 11,658 shares; 2026Q2: 13,673 shares; 2026Q3: 13,213 shares 13,213 $3.5M 0.09% -460 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; 2024Q4: 4,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,035 shares; 2026Q2: 188,289 shares; 2026Q3: 182,101 shares 182,101 $3.48M 0.09% -6,188 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135,199 shares; 2026Q2: 97,481 shares; 2026Q3: 92,911 shares 92,911 $3.48M 0.09% -4,570 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,770 shares; 2025Q1: 4,831 shares; 2025Q2: 5,240 shares; 2025Q3: 5,396 shares; 2025Q4: 5,384 shares; 2026Q1: 5,346 shares; 2026Q2: 5,317 shares; 2026Q3: 5,171 shares 5,171 $3.47M 0.09% -146 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,976 shares; 2025Q1: 38,306 shares; 2025Q2: 34,079 shares; 2025Q3: 34,299 shares; 2025Q4: 36,732 shares; 2026Q1: 41,313 shares; 2026Q2: 34,079 shares; 2026Q3: 33,274 shares 33,274 $3.46M 0.09% -805 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,326 shares; 2025Q1: 6,533 shares; 2025Q2: 6,348 shares; 2025Q3: 6,239 shares; 2025Q4: 6,431 shares; 2026Q1: 9,650 shares; 2026Q2: 14,277 shares; 2026Q3: 12,455 shares 12,455 $3.43M 0.09% -1,822 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; 2024Q4: 42,817 shares; 2025Q1: 48,100 shares; 2025Q2: 42,665 shares; 2025Q3: 38,148 shares; 2025Q4: 40,506 shares; 2026Q1: 50,020 shares; 2026Q2: 55,012 shares; 2026Q3: 59,459 shares 59,459 $3.18M 0.08% +4,447 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; 2024Q4: 16,950 shares; 2025Q1: 16,374 shares; 2025Q2: 16,152 shares; 2025Q3: 16,311 shares; 2025Q4: 16,133 shares; 2026Q1: 16,067 shares; 2026Q2: 13,112 shares; 2026Q3: 11,137 shares 11,137 $3.17M 0.08% -1,975 Timeline BSMV 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; 2024Q4: 118,554 shares; 2025Q1: 146,393 shares; 2025Q2: 117,644 shares; 2025Q3: 147,354 shares; 2025Q4: 174,209 shares; 2026Q1: 223,134 shares; 2026Q2: 152,733 shares; 2026Q3: 158,705 shares 158,705 $3.16M 0.08% +5,972 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; 2024Q4: 53,561 shares; 2025Q1: 49,192 shares; 2025Q2: 46,681 shares; 2025Q3: 46,181 shares; 2025Q4: 50,962 shares; 2026Q1: 145,664 shares; 2026Q2: 100,460 shares; 2026Q3: 95,807 shares 95,807 $3.13M 0.08% -4,653 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,820 shares; 2025Q1: 13,725 shares; 2025Q2: 13,607 shares; 2025Q3: 13,369 shares; 2025Q4: 13,192 shares; 2026Q1: 13,749 shares; 2026Q2: 13,621 shares; 2026Q3: 13,586 shares 13,586 $3.1M 0.08% -35 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,733 shares; 2025Q1: 25,879 shares; 2025Q2: 25,552 shares; 2025Q3: 25,906 shares; 2025Q4: 24,112 shares; 2026Q1: 24,383 shares; 2026Q2: 22,109 shares; 2026Q3: 21,956 shares 21,956 $3.01M 0.08% -153 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; 2024Q4: 9,910 shares; 2025Q1: 7,838 shares; 2025Q2: 10,120 shares; 2025Q3: 10,338 shares; 2025Q4: 10,080 shares; 2026Q1: 9,779 shares; 2026Q2: 10,068 shares; 2026Q3: 8,186 shares 8,186 $3.01M 0.08% -1,882 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,660 shares; 2025Q1: 3,230 shares; 2025Q2: 3,581 shares; 2025Q3: 3,562 shares; 2025Q4: 3,487 shares; 2026Q1: 3,437 shares; 2026Q2: 3,356 shares; 2026Q3: 2,834 shares 2,834 $3M 0.08% -522 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; 2024Q4: 500 shares; 2025Q1: 6,090 shares; 2025Q2: 7,190 shares; 2025Q3: 9,940 shares; 2025Q4: 16,935 shares; 2026Q1: 20,370 shares; 2026Q2: 25,970 shares; 2026Q3: 30,320 shares 30,320 $2.99M 0.08% +4,350 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 4 shares; 2026Q2: 4 shares; 2026Q3: 4 shares 4 $2.99M 0.08% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,510 shares; 2025Q1: 14,215 shares; 2025Q2: 14,217 shares; 2025Q3: 14,872 shares; 2025Q4: 13,903 shares; 2026Q1: 14,233 shares; 2026Q2: 13,666 shares; 2026Q3: 12,844 shares 12,844 $2.97M 0.08% -822 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; 2024Q4: 127,804 shares; 2025Q1: 121,368 shares; 2025Q2: 115,971 shares; 2025Q3: 111,745 shares; 2025Q4: 110,184 shares; 2026Q1: 99,912 shares; 2026Q2: 98,998 shares; 2026Q3: 98,522 shares 98,522 $2.96M 0.08% -476 Timeline FTHI 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; 2024Q4: 62,702 shares; 2025Q1: 72,618 shares; 2025Q2: 67,364 shares; 2025Q3: 69,881 shares; 2025Q4: 75,347 shares; 2026Q1: 99,907 shares; 2026Q2: 109,429 shares; 2026Q3: 125,024 shares 125,024 $2.95M 0.08% +15,595 Timeline BSCS 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; 2024Q4: 53,524 shares; 2025Q1: 119,158 shares; 2025Q2: 132,615 shares; 2025Q3: 141,608 shares; 2025Q4: 152,063 shares; 2026Q1: 148,517 shares; 2026Q2: 148,843 shares; 2026Q3: 146,021 shares 146,021 $2.94M 0.08% -2,822 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,452 shares 19,452 $2.93M 0.08% new 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; 2024Q4: 13,933 shares; 2025Q1: 14,425 shares; 2025Q2: 15,905 shares; 2025Q3: 15,094 shares; 2025Q4: 15,541 shares; 2026Q1: 15,102 shares; 2026Q2: 22,621 shares; 2026Q3: 17,403 shares 17,403 $2.91M 0.08% -5,218 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,782 shares; 2026Q2: 124,944 shares; 2026Q3: 141,241 shares 141,241 $2.82M 0.07% +16,297 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,466 shares; 2026Q2: 48,192 shares; 2026Q3: 68,581 shares 68,581 $2.82M 0.07% +20,389 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; 2024Q4: 30,451 shares; 2025Q1: 27,292 shares; 2025Q2: 26,804 shares; 2025Q3: 27,002 shares; 2025Q4: 27,314 shares; 2026Q1: 27,131 shares; 2026Q2: 21,926 shares; 2026Q3: 19,351 shares 19,351 $2.81M 0.07% -2,575 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; 2024Q4: 5,171 shares; 2025Q1: 3,631 shares; 2025Q2: 3,415 shares; 2025Q3: 4,007 shares; 2025Q4: 4,070 shares; 2026Q1: 28,741 shares; 2026Q2: 4,799 shares; 2026Q3: 4,597 shares 4,597 $2.8M 0.07% -202 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; 2024Q4: 21,475 shares; 2025Q1: 18,858 shares; 2025Q2: 19,236 shares; 2025Q3: 19,172 shares; 2025Q4: 17,859 shares; 2026Q1: 19,306 shares; 2026Q2: 34,441 shares; 2026Q3: 32,496 shares 32,496 $2.8M 0.07% -1,945 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; 2024Q4: 7,684 shares; 2025Q1: 12,581 shares; 2025Q2: 16,090 shares; 2025Q3: 17,154 shares; 2025Q4: 16,971 shares; 2026Q1: 16,759 shares; 2026Q2: 15,056 shares; 2026Q3: 14,935 shares 14,935 $2.79M 0.07% -121 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,500 shares; 2025Q1: 30,671 shares; 2025Q2: 69,978 shares; 2025Q3: 123,415 shares; 2025Q4: 158,034 shares; 2026Q1: 164,815 shares; 2026Q2: 166,829 shares; 2026Q3: 171,923 shares 171,923 $2.77M 0.07% +5,094 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,341 shares; 2025Q1: 2,928 shares; 2025Q2: 4,312 shares; 2025Q3: 4,332 shares; 2025Q4: 45,818 shares; 2026Q1: 44,403 shares; 2026Q2: 47,983 shares; 2026Q3: 38,819 shares 38,819 $2.7M 0.07% -9,164 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; 2024Q4: 3,925 shares; 2025Q1: 3,290 shares; 2025Q2: 4,096 shares; 2025Q3: 4,457 shares; 2025Q4: 4,396 shares; 2026Q1: 4,038 shares; 2026Q2: 4,061 shares; 2026Q3: 3,927 shares 3,927 $2.65M 0.07% -134 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,036 shares; 2025Q1: 22,040 shares; 2025Q2: 22,091 shares; 2025Q3: 22,094 shares; 2025Q4: 20,713 shares; 2026Q1: 20,755 shares; 2026Q2: 19,949 shares; 2026Q3: 20,022 shares 20,022 $2.58M 0.07% +73 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,074 shares; 2025Q1: 9,167 shares; 2025Q2: 8,810 shares; 2025Q3: 8,869 shares; 2025Q4: 9,817 shares; 2026Q1: 9,911 shares; 2026Q2: 9,269 shares; 2026Q3: 10,072 shares 10,072 $2.57M 0.07% +803 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,690 shares; 2025Q1: 28,676 shares; 2025Q2: not reported; 2025Q3: 5,826 shares; 2025Q4: 32,901 shares; 2026Q1: 33,064 shares; 2026Q2: 33,043 shares; 2026Q3: 33,104 shares 33,104 $2.57M 0.07% +61 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; 2024Q4: 32,867 shares; 2025Q1: 32,937 shares; 2025Q2: 32,494 shares; 2025Q3: 33,163 shares; 2025Q4: 32,175 shares; 2026Q1: 32,600 shares; 2026Q2: 32,181 shares; 2026Q3: 33,210 shares 33,210 $2.57M 0.07% +1,029 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,233 shares; 2025Q1: 17,099 shares; 2025Q2: 26,794 shares; 2025Q3: 27,519 shares; 2025Q4: 28,184 shares; 2026Q1: 25,100 shares; 2026Q2: 21,050 shares; 2026Q3: 20,271 shares 20,271 $2.54M 0.07% -779 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 77,755 shares; 2026Q3: 119,121 shares 119,121 $2.48M 0.07% +41,366 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; 2024Q4: 3,029 shares; 2025Q1: 2,312 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,071 shares; 2026Q1: 7,629 shares; 2026Q2: 7,859 shares; 2026Q3: 6,388 shares 6,388 $2.48M 0.07% -1,471 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,088 shares; 2025Q4: 4,109 shares; 2026Q1: 5,191 shares; 2026Q2: 5,423 shares; 2026Q3: 5,361 shares 5,361 $2.44M 0.06% -62 Timeline FIIG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180,401 shares; 2026Q2: 130,123 shares; 2026Q3: 123,795 shares 123,795 $2.43M 0.06% -6,328 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; 2024Q4: 9,292 shares; 2025Q1: 9,024 shares; 2025Q2: 8,793 shares; 2025Q3: 8,789 shares; 2025Q4: 8,619 shares; 2026Q1: 8,516 shares; 2026Q2: 8,316 shares; 2026Q3: 8,097 shares 8,097 $2.43M 0.06% -219 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,029 shares; 2025Q1: 36,531 shares; 2025Q2: 36,113 shares; 2025Q3: 36,711 shares; 2025Q4: 37,082 shares; 2026Q1: 35,943 shares; 2026Q2: 35,806 shares; 2026Q3: 28,591 shares 28,591 $2.41M 0.06% -7,215 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 894 shares; 2026Q2: 1,044 shares; 2026Q3: 1,381 shares 1,381 $2.4M 0.06% +337 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,555 shares; 2025Q1: 67,755 shares; 2025Q2: 67,366 shares; 2025Q3: 67,207 shares; 2025Q4: 66,902 shares; 2026Q1: 69,003 shares; 2026Q2: 68,743 shares; 2026Q3: 65,232 shares 65,232 $2.38M 0.06% -3,511 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,651 shares; 2025Q1: 22,767 shares; 2025Q2: 22,025 shares; 2025Q3: 21,794 shares; 2025Q4: 21,775 shares; 2026Q1: 21,625 shares; 2026Q2: 21,190 shares; 2026Q3: 22,494 shares 22,494 $2.3M 0.06% +1,304 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,704 shares; 2025Q1: 16,222 shares; 2025Q2: 16,776 shares; 2025Q3: 18,034 shares; 2025Q4: 19,570 shares; 2026Q1: 18,418 shares; 2026Q2: 18,100 shares; 2026Q3: 18,145 shares 18,145 $2.28M 0.06% +45 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 912 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,742 shares; 2026Q2: 27,393 shares; 2026Q3: 25,917 shares 25,917 $2.25M 0.06% -1,476 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,886 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,951 shares; 2026Q2: 42,246 shares; 2026Q3: 114,791 shares 114,791 $2.24M 0.06% +72,545 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,621 shares; 2025Q1: 9,497 shares; 2025Q2: 8,954 shares; 2025Q3: 8,979 shares; 2025Q4: 8,972 shares; 2026Q1: 8,856 shares; 2026Q2: 24,472 shares; 2026Q3: 20,309 shares 20,309 $2.23M 0.06% -4,163 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,995 shares; 2025Q1: 32,362 shares; 2025Q2: 32,341 shares; 2025Q3: 31,929 shares; 2025Q4: 32,027 shares; 2026Q1: 31,859 shares; 2026Q2: 31,766 shares; 2026Q3: 31,705 shares 31,705 $2.22M 0.06% -61 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,639 shares; 2025Q1: 18,985 shares; 2025Q2: 21,013 shares; 2025Q3: 32,736 shares; 2025Q4: 42,566 shares; 2026Q1: 42,844 shares; 2026Q2: 46,471 shares; 2026Q3: 46,646 shares 46,646 $2.21M 0.06% +175 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,141 shares; 2025Q1: 16,836 shares; 2025Q2: 16,662 shares; 2025Q3: 16,446 shares; 2025Q4: 16,459 shares; 2026Q1: 16,584 shares; 2026Q2: 16,306 shares; 2026Q3: 15,726 shares 15,726 $2.17M 0.06% -580 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; 2024Q4: 10,503 shares; 2025Q1: 10,526 shares; 2025Q2: 10,271 shares; 2025Q3: 10,259 shares; 2025Q4: 10,207 shares; 2026Q1: 10,801 shares; 2026Q2: 10,285 shares; 2026Q3: 10,317 shares 10,317 $2.17M 0.06% +32 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,030 shares; 2025Q1: 73,218 shares; 2025Q2: 73,616 shares; 2025Q3: 74,019 shares; 2025Q4: 74,546 shares; 2026Q1: 73,590 shares; 2026Q2: 73,777 shares; 2026Q3: 100,688 shares 100,688 $2.16M 0.06% +26,911 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 173 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,501 shares; 2026Q2: 54,187 shares; 2026Q3: 56,842 shares 56,842 $2.16M 0.06% +2,655 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,594 shares; 2025Q1: 59,132 shares; 2025Q2: 15,329 shares; 2025Q3: 15,400 shares; 2025Q4: 64,219 shares; 2026Q1: 64,169 shares; 2026Q2: 14,668 shares; 2026Q3: 11,386 shares 11,386 $2.12M 0.06% -3,282 Timeline FXH 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; 2024Q4: 124 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,194 shares 16,194 $2.12M 0.06% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,531 shares; 2025Q1: 13,111 shares; 2025Q2: 14,036 shares; 2025Q3: 14,003 shares; 2025Q4: 14,082 shares; 2026Q1: 15,860 shares; 2026Q2: 11,260 shares; 2026Q3: 11,361 shares 11,361 $2.09M 0.06% +101 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 320 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 37,724 shares 37,724 $2.07M 0.05% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,985 shares; 2025Q1: 7,205 shares; 2025Q2: 7,156 shares; 2025Q3: 6,860 shares; 2025Q4: 6,763 shares; 2026Q1: 6,744 shares; 2026Q2: 6,122 shares; 2026Q3: 6,498 shares 6,498 $2.06M 0.05% +376 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,059 shares; 2025Q1: 8,222 shares; 2025Q2: 8,238 shares; 2025Q3: 8,224 shares; 2025Q4: 9,836 shares; 2026Q1: 26,212 shares; 2026Q2: 23,058 shares; 2026Q3: 23,090 shares 23,090 $2.06M 0.05% +32 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,198 shares; 2025Q1: 8,539 shares; 2025Q2: 8,141 shares; 2025Q3: 7,580 shares; 2025Q4: 7,509 shares; 2026Q1: 7,449 shares; 2026Q2: 12,521 shares; 2026Q3: 14,178 shares 14,178 $2.04M 0.05% +1,657 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,448 shares; 2025Q1: 11,686 shares; 2025Q2: 11,015 shares; 2025Q3: 13,696 shares; 2025Q4: 13,622 shares; 2026Q1: 20,896 shares; 2026Q2: 21,869 shares; 2026Q3: 22,229 shares 22,229 $2.04M 0.05% +360 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,300 shares; 2025Q1: 8,988 shares; 2025Q2: 9,100 shares; 2025Q3: 8,486 shares; 2025Q4: 12,598 shares; 2026Q1: 14,148 shares; 2026Q2: 22,251 shares; 2026Q3: 26,176 shares 26,176 $2.02M 0.05% +3,925 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,533 shares; 2025Q1: 9,412 shares; 2025Q2: 9,310 shares; 2025Q3: 9,159 shares; 2025Q4: 9,121 shares; 2026Q1: 9,096 shares; 2026Q2: 8,828 shares; 2026Q3: 7,320 shares 7,320 $2.01M 0.05% -1,508 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,256 shares; 2025Q1: 23,351 shares; 2025Q2: 24,476 shares; 2025Q3: 24,929 shares; 2025Q4: 25,600 shares; 2026Q1: 33,497 shares; 2026Q2: 51,736 shares; 2026Q3: 29,237 shares 29,237 $2M 0.05% -22,499 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,386 shares; 2025Q1: 7,578 shares; 2025Q2: 6,931 shares; 2025Q3: 7,007 shares; 2025Q4: 7,537 shares; 2026Q1: 9,707 shares; 2026Q2: 9,707 shares; 2026Q3: 9,467 shares 9,467 $1.99M 0.05% -240 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,797 shares; 2025Q1: 29,730 shares; 2025Q2: 29,701 shares; 2025Q3: 29,731 shares; 2025Q4: 29,687 shares; 2026Q1: 39,013 shares; 2026Q2: 29,474 shares; 2026Q3: 29,450 shares 29,450 $1.96M 0.05% -24 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,397 shares; 2025Q1: 16,460 shares; 2025Q2: 12,120 shares; 2025Q3: 14,000 shares; 2025Q4: 14,231 shares; 2026Q1: 16,037 shares; 2026Q2: 17,045 shares; 2026Q3: 16,205 shares 16,205 $1.95M 0.05% -840 Timeline FSIG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152,934 shares; 2026Q2: 110,548 shares; 2026Q3: 105,133 shares 105,133 $1.93M 0.05% -5,415 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,360 shares; 2025Q1: 54,586 shares; 2025Q2: 41,475 shares; 2025Q3: 44,727 shares; 2025Q4: 43,919 shares; 2026Q1: 44,580 shares; 2026Q2: 43,688 shares; 2026Q3: 43,347 shares 43,347 $1.91M 0.05% -341 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,939 shares; 2025Q1: 8,901 shares; 2025Q2: 8,894 shares; 2025Q3: 8,862 shares; 2025Q4: 8,851 shares; 2026Q1: 9,385 shares; 2026Q2: 9,259 shares; 2026Q3: 8,640 shares 8,640 $1.9M 0.05% -619 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,093 shares; 2025Q1: 43,738 shares; 2025Q2: 42,737 shares; 2025Q3: 42,651 shares; 2025Q4: 42,763 shares; 2026Q1: 40,456 shares; 2026Q2: 21,257 shares; 2026Q3: 19,056 shares 19,056 $1.88M 0.05% -2,201 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,209 shares; 2025Q1: 8,614 shares; 2025Q2: 8,796 shares; 2025Q3: 9,217 shares; 2025Q4: 10,031 shares; 2026Q1: 11,145 shares; 2026Q2: 10,707 shares; 2026Q3: 9,731 shares 9,731 $1.81M 0.05% -976 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,842 shares; 2026Q2: 47,062 shares; 2026Q3: 44,163 shares 44,163 $1.73M 0.05% -2,899 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,883 shares; 2025Q1: 1,884 shares; 2025Q2: 2,084 shares; 2025Q3: 2,220 shares; 2025Q4: 2,222 shares; 2026Q1: 2,046 shares; 2026Q2: 1,798 shares; 2026Q3: 10,811 shares 10,811 $1.73M 0.05% +9,013 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,009 shares; 2025Q1: 24,328 shares; 2025Q2: 23,757 shares; 2025Q3: 23,120 shares; 2025Q4: 22,759 shares; 2026Q1: 11,857 shares; 2026Q2: 21,417 shares; 2026Q3: 21,165 shares 21,165 $1.72M 0.05% -252 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; 2024Q4: 756 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,153 shares; 2025Q4: 4,300 shares; 2026Q1: 4,502 shares; 2026Q2: 4,343 shares; 2026Q3: 4,326 shares 4,326 $1.72M 0.05% -17 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,113 shares; 2025Q1: 74,413 shares; 2025Q2: 74,064 shares; 2025Q3: 70,152 shares; 2025Q4: 73,122 shares; 2026Q1: 73,361 shares; 2026Q2: 69,239 shares; 2026Q3: 69,529 shares 69,529 $1.7M 0.04% +290 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,627 shares; 2026Q2: 11,592 shares; 2026Q3: 15,390 shares 15,390 $1.68M 0.04% +3,798 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,802 shares; 2025Q1: 8,933 shares; 2025Q2: 8,938 shares; 2025Q3: 8,997 shares; 2025Q4: 9,455 shares; 2026Q1: 9,197 shares; 2026Q2: 9,031 shares; 2026Q3: 8,897 shares 8,897 $1.67M 0.04% -134 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,648 shares; 2025Q1: 20,025 shares; 2025Q2: 22,685 shares; 2025Q3: 19,976 shares; 2025Q4: 19,691 shares; 2026Q1: 20,400 shares; 2026Q2: 18,117 shares; 2026Q3: 17,153 shares 17,153 $1.67M 0.04% -964 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; 2024Q4: 2,793 shares; 2025Q1: 3,747 shares; 2025Q2: 1,766 shares; 2025Q3: 1,924 shares; 2025Q4: 3,861 shares; 2026Q1: 3,884 shares; 2026Q2: 3,726 shares; 2026Q3: 3,862 shares 3,862 $1.66M 0.04% +136 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,566 shares; 2026Q2: 74,337 shares; 2026Q3: 69,732 shares 69,732 $1.66M 0.04% -4,605 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; 2024Q4: 10,493 shares; 2025Q1: 11,839 shares; 2025Q2: 10,236 shares; 2025Q3: 8,984 shares; 2025Q4: 7,592 shares; 2026Q1: 7,312 shares; 2026Q2: 7,937 shares; 2026Q3: 9,726 shares 9,726 $1.64M 0.04% +1,789 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; 2024Q4: 64,467 shares; 2025Q1: 58,735 shares; 2025Q2: 54,167 shares; 2025Q3: 51,122 shares; 2025Q4: 46,254 shares; 2026Q1: 36,913 shares; 2026Q2: 35,165 shares; 2026Q3: 29,547 shares 29,547 $1.61M 0.04% -5,618 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; 2024Q4: 13,727 shares; 2025Q1: 13,827 shares; 2025Q2: 13,697 shares; 2025Q3: 13,812 shares; 2025Q4: 13,803 shares; 2026Q1: 11,721 shares; 2026Q2: 9,511 shares; 2026Q3: 7,254 shares 7,254 $1.61M 0.04% -2,257 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,287 shares; 2025Q1: 10,262 shares; 2025Q2: 13,609 shares; 2025Q3: 14,172 shares; 2025Q4: 14,477 shares; 2026Q1: 13,727 shares; 2026Q2: 12,476 shares; 2026Q3: 10,805 shares 10,805 $1.6M 0.04% -1,671 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 619 shares; 2025Q1: 49,182 shares; 2025Q2: 48,282 shares; 2025Q3: 39,023 shares; 2025Q4: 33,023 shares; 2026Q1: 32,521 shares; 2026Q2: 32,658 shares; 2026Q3: 28,138 shares 28,138 $1.59M 0.04% -4,520 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,285 shares; 2025Q1: 10,285 shares; 2025Q2: 10,285 shares; 2025Q3: 9,685 shares; 2025Q4: 16,570 shares; 2026Q1: 16,570 shares; 2026Q2: 16,570 shares; 2026Q3: 16,570 shares 16,570 $1.58M 0.04% 0 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,845 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,166 shares 20,166 $1.58M 0.04% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,558 shares; 2025Q1: 11,601 shares; 2025Q2: 7,764 shares; 2025Q3: 14,916 shares; 2025Q4: 15,211 shares; 2026Q1: 15,578 shares; 2026Q2: 14,748 shares; 2026Q3: 14,659 shares 14,659 $1.56M 0.04% -89 Timeline PPA 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; 2024Q4: 9,448 shares; 2025Q1: 9,450 shares; 2025Q2: 9,486 shares; 2025Q3: 10,510 shares; 2025Q4: 11,462 shares; 2026Q1: 11,641 shares; 2026Q2: 10,098 shares; 2026Q3: 10,105 shares 10,105 $1.56M 0.04% +7 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,606 shares; 2025Q3: 20,695 shares; 2025Q4: 41,211 shares; 2026Q1: 50,483 shares; 2026Q2: 57,250 shares; 2026Q3: 56,042 shares 56,042 $1.56M 0.04% -1,208 Timeline FMHI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,664 shares; 2026Q2: 36,756 shares; 2026Q3: 34,755 shares 34,755 $1.56M 0.04% -2,001 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; 2024Q4: 8,176 shares; 2025Q1: 6,152 shares; 2025Q2: 6,154 shares; 2025Q3: 6,383 shares; 2025Q4: 6,705 shares; 2026Q1: 7,701 shares; 2026Q2: 7,829 shares; 2026Q3: 7,047 shares 7,047 $1.55M 0.04% -782 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,483 shares; 2025Q1: 9,439 shares; 2025Q2: 9,349 shares; 2025Q3: 9,488 shares; 2025Q4: 9,085 shares; 2026Q1: 7,255 shares; 2026Q2: 7,353 shares; 2026Q3: 5,545 shares 5,545 $1.53M 0.04% -1,808 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; 2024Q4: 42,045 shares; 2025Q1: 15,248 shares; 2025Q2: 40,882 shares; 2025Q3: 39,577 shares; 2025Q4: 35,023 shares; 2026Q1: 41,734 shares; 2026Q2: 39,949 shares; 2026Q3: 33,063 shares 33,063 $1.52M 0.04% -6,886 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; 2024Q4: 31,076 shares; 2025Q1: 28,283 shares; 2025Q2: 27,516 shares; 2025Q3: 26,877 shares; 2025Q4: 25,886 shares; 2026Q1: 24,912 shares; 2026Q2: 24,350 shares; 2026Q3: 23,878 shares 23,878 $1.51M 0.04% -472 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; 2024Q4: 8,015 shares; 2025Q1: 6,597 shares; 2025Q2: 6,941 shares; 2025Q3: 7,084 shares; 2025Q4: 6,687 shares; 2026Q1: 7,512 shares; 2026Q2: 6,880 shares; 2026Q3: 6,416 shares 6,416 $1.5M 0.04% -464 Timeline AFMC 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,876 shares; 2026Q2: 42,084 shares; 2026Q3: 37,642 shares 37,642 $1.49M 0.04% -4,442 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; 2024Q4: 22,299 shares; 2025Q1: 16,365 shares; 2025Q2: 22,146 shares; 2025Q3: 22,173 shares; 2025Q4: 22,173 shares; 2026Q1: 20,375 shares; 2026Q2: 20,863 shares; 2026Q3: 35,352 shares 35,352 $1.47M 0.04% +14,489 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,958 shares; 2025Q1: 8,827 shares; 2025Q2: 8,575 shares; 2025Q3: 8,435 shares; 2025Q4: 8,223 shares; 2026Q1: 7,943 shares; 2026Q2: 7,805 shares; 2026Q3: 7,690 shares 7,690 $1.46M 0.04% -115 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; 2024Q4: 15,779 shares; 2025Q1: 14,765 shares; 2025Q2: 15,379 shares; 2025Q3: 15,378 shares; 2025Q4: 14,201 shares; 2026Q1: 14,684 shares; 2026Q2: 14,045 shares; 2026Q3: 14,086 shares 14,086 $1.45M 0.04% +41 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,032 shares; 2025Q1: 37,180 shares; 2025Q2: 37,397 shares; 2025Q3: 37,616 shares; 2025Q4: 37,903 shares; 2026Q1: 38,051 shares; 2026Q2: 38,152 shares; 2026Q3: 60,660 shares 60,660 $1.44M 0.04% +22,508 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,111 shares; 2025Q1: 49,270 shares; 2025Q2: 15,158 shares; 2025Q3: 14,136 shares; 2025Q4: 55,883 shares; 2026Q1: 56,859 shares; 2026Q2: 11,298 shares; 2026Q3: 10,806 shares 10,806 $1.4M 0.04% -492 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,690 shares; 2025Q1: 9,458 shares; 2025Q2: 10,508 shares; 2025Q3: 9,716 shares; 2025Q4: 9,438 shares; 2026Q1: 10,007 shares; 2026Q2: 8,764 shares; 2026Q3: 9,089 shares 9,089 $1.39M 0.04% +325 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; 2024Q4: 8,571 shares; 2025Q1: 8,283 shares; 2025Q2: 8,189 shares; 2025Q3: 8,115 shares; 2025Q4: 8,093 shares; 2026Q1: 9,029 shares; 2026Q2: 2,973 shares; 2026Q3: 3,045 shares 3,045 $1.39M 0.04% +72 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,124 shares; 2025Q1: 5,712 shares; 2025Q2: 5,429 shares; 2025Q3: 24,332 shares; 2025Q4: 18,002 shares; 2026Q1: 17,802 shares; 2026Q2: 5,367 shares; 2026Q3: 5,241 shares 5,241 $1.38M 0.04% -126 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; 2024Q4: 68,800 shares; 2025Q1: 54,387 shares; 2025Q2: 52,737 shares; 2025Q3: 51,509 shares; 2025Q4: 51,329 shares; 2026Q1: 50,367 shares; 2026Q2: 50,065 shares; 2026Q3: 49,218 shares 49,218 $1.37M 0.04% -847 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; 2024Q4: 2,969 shares; 2025Q1: 2,302 shares; 2025Q2: 2,950 shares; 2025Q3: 3,138 shares; 2025Q4: 3,302 shares; 2026Q1: 3,054 shares; 2026Q2: 3,045 shares; 2026Q3: 2,616 shares 2,616 $1.37M 0.04% -429 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,231 shares; 2025Q1: 23,792 shares; 2025Q2: 50,605 shares; 2025Q3: 49,134 shares; 2025Q4: 26,084 shares; 2026Q1: 24,781 shares; 2026Q2: 23,344 shares; 2026Q3: 21,727 shares 21,727 $1.37M 0.04% -1,617 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,119 shares; 2025Q1: 9,073 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,087 shares; 2026Q1: 14,358 shares; 2026Q2: 14,936 shares; 2026Q3: 14,957 shares 14,957 $1.37M 0.04% +21 Timeline FEMB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,216 shares; 2026Q2: 51,379 shares; 2026Q3: 47,942 shares 47,942 $1.37M 0.04% -3,437 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; 2024Q4: 27,379 shares; 2025Q1: 24,209 shares; 2025Q2: 26,985 shares; 2025Q3: 27,390 shares; 2025Q4: 27,085 shares; 2026Q1: 27,435 shares; 2026Q2: 20,545 shares; 2026Q3: 17,972 shares 17,972 $1.36M 0.04% -2,573 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; 2024Q4: 16,606 shares; 2025Q1: 16,018 shares; 2025Q2: 15,262 shares; 2025Q3: 15,977 shares; 2025Q4: 37,117 shares; 2026Q1: 54,979 shares; 2026Q2: 57,985 shares; 2026Q3: 34,357 shares 34,357 $1.36M 0.04% -23,628 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,040 shares; 2025Q1: 4,083 shares; 2025Q2: 4,010 shares; 2025Q3: 4,005 shares; 2025Q4: 4,017 shares; 2026Q1: 4,092 shares; 2026Q2: 4,037 shares; 2026Q3: 4,142 shares 4,142 $1.34M 0.04% +105 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; 2024Q4: 4,394 shares; 2025Q1: 4,389 shares; 2025Q2: 4,364 shares; 2025Q3: 4,270 shares; 2025Q4: 4,314 shares; 2026Q1: 4,462 shares; 2026Q2: 4,694 shares; 2026Q3: 4,765 shares 4,765 $1.33M 0.04% +71 Timeline SCIO 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,315 shares; 2026Q2: 71,617 shares; 2026Q3: 66,888 shares 66,888 $1.33M 0.04% -4,729 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,607 shares; 2025Q1: 1,739 shares; 2025Q2: 15,377 shares; 2025Q3: 15,753 shares; 2025Q4: 14,282 shares; 2026Q1: 15,849 shares; 2026Q2: 16,127 shares; 2026Q3: 15,291 shares 15,291 $1.32M 0.03% -836 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,418 shares; 2026Q2: 10,507 shares; 2026Q3: 10,427 shares 10,427 $1.31M 0.03% -80 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,611 shares; 2026Q2: 17,643 shares; 2026Q3: 17,001 shares 17,001 $1.3M 0.03% -642 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,362 shares; 2026Q1: 14,669 shares; 2026Q2: 15,453 shares; 2026Q3: 15,258 shares 15,258 $1.3M 0.03% -195 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,623 shares; 2025Q1: 3,864 shares; 2025Q2: 3,857 shares; 2025Q3: 4,194 shares; 2025Q4: 5,774 shares; 2026Q1: 6,258 shares; 2026Q2: 12,040 shares; 2026Q3: 6,221 shares 6,221 $1.29M 0.03% -5,819 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,237 shares; 2025Q1: 116,177 shares; 2025Q2: 129,399 shares; 2025Q3: 133,654 shares; 2025Q4: 133,240 shares; 2026Q1: 104,024 shares; 2026Q2: 91,049 shares; 2026Q3: 65,961 shares 65,961 $1.29M 0.03% -25,088 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,296 shares; 2025Q1: not reported; 2025Q2: 11,579 shares; 2025Q3: 16,968 shares; 2025Q4: 20,559 shares; 2026Q1: 20,283 shares; 2026Q2: 17,849 shares; 2026Q3: 20,523 shares 20,523 $1.28M 0.03% +2,674 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 161 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,254 shares 25,254 $1.28M 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,907 shares; 2025Q1: 3,902 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,785 shares; 2026Q1: 4,269 shares; 2026Q2: 9,320 shares; 2026Q3: 13,400 shares 13,400 $1.27M 0.03% +4,080 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; 2024Q4: 27,616 shares; 2025Q1: 4,971 shares; 2025Q2: 23,280 shares; 2025Q3: 20,574 shares; 2025Q4: 18,188 shares; 2026Q1: 16,620 shares; 2026Q2: 15,829 shares; 2026Q3: 12,954 shares 12,954 $1.27M 0.03% -2,875 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; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,922 shares; 2025Q4: 2,908 shares; 2026Q1: 3,327 shares; 2026Q2: 3,354 shares; 2026Q3: 2,445 shares 2,445 $1.25M 0.03% -909 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 310 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,492 shares; 2026Q2: 3,535 shares; 2026Q3: 3,520 shares 3,520 $1.25M 0.03% -15 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 619 shares; 2026Q3: 619 shares 619 $1.24M 0.03% 0 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; 2024Q4: 1,467 shares; 2025Q1: 1,523 shares; 2025Q2: 1,317 shares; 2025Q3: 1,309 shares; 2025Q4: 1,328 shares; 2026Q1: 1,369 shares; 2026Q2: 9,424 shares; 2026Q3: 9,809 shares 9,809 $1.23M 0.03% +385 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 601 shares; 2025Q1: 7,335 shares; 2025Q2: 7,338 shares; 2025Q3: 7,338 shares; 2025Q4: 7,343 shares; 2026Q1: not reported; 2026Q2: 7,754 shares; 2026Q3: 7,754 shares 7,754 $1.23M 0.03% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,880 shares; 2026Q2: 13,510 shares; 2026Q3: 15,475 shares 15,475 $1.21M 0.03% +1,965 Timeline ACYS 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 58,597 shares 58,597 $1.21M 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120,306 shares; 2025Q1: 126,363 shares; 2025Q2: 51,412 shares; 2025Q3: 51,395 shares; 2025Q4: 127,547 shares; 2026Q1: 128,880 shares; 2026Q2: 39,736 shares; 2026Q3: 39,966 shares 39,966 $1.2M 0.03% +230 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,236 shares 5,236 $1.19M 0.03% new Timeline XITK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,934 shares 5,934 $1.18M 0.03% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,467 shares; 2025Q1: 10,515 shares; 2025Q2: 10,565 shares; 2025Q3: 10,614 shares; 2025Q4: 10,670 shares; 2026Q1: 10,717 shares; 2026Q2: 10,758 shares; 2026Q3: 10,863 shares 10,863 $1.18M 0.03% +105 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,165 shares; 2025Q1: 44,320 shares; 2025Q2: 41,859 shares; 2025Q3: 41,859 shares; 2025Q4: 45,059 shares; 2026Q1: 48,209 shares; 2026Q2: 47,809 shares; 2026Q3: 47,809 shares 47,809 $1.17M 0.03% 0 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,324 shares; 2026Q2: 12,070 shares; 2026Q3: 18,027 shares 18,027 $1.17M 0.03% +5,957 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; 2024Q4: 8,389 shares; 2025Q1: 7,801 shares; 2025Q2: 8,586 shares; 2025Q3: 7,688 shares; 2025Q4: 12,433 shares; 2026Q1: 12,368 shares; 2026Q2: 12,348 shares; 2026Q3: 10,755 shares 10,755 $1.17M 0.03% -1,593 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; 2024Q4: 968 shares; 2025Q1: 1,068 shares; 2025Q2: 968 shares; 2025Q3: 812 shares; 2025Q4: 1,491 shares; 2026Q1: 1,795 shares; 2026Q2: 1,826 shares; 2026Q3: 1,812 shares 1,812 $1.16M 0.03% -14 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,390 shares; 2025Q1: 859 shares; 2025Q2: 1,510 shares; 2025Q3: 2,219 shares; 2025Q4: 2,207 shares; 2026Q1: 2,460 shares; 2026Q2: 2,433 shares; 2026Q3: 2,438 shares 2,438 $1.16M 0.03% +5 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,390 shares; 2025Q1: 12,565 shares; 2025Q2: 12,941 shares; 2025Q3: 12,847 shares; 2025Q4: 12,607 shares; 2026Q1: 12,735 shares; 2026Q2: 12,847 shares; 2026Q3: 7,588 shares 7,588 $1.15M 0.03% -5,259 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,938 shares; 2025Q1: 22,188 shares; 2025Q2: 27,688 shares; 2025Q3: 33,868 shares; 2025Q4: 29,413 shares; 2026Q1: 39,263 shares; 2026Q2: 40,263 shares; 2026Q3: 44,193 shares 44,193 $1.13M 0.03% +3,930 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,198 shares; 2025Q1: 8,197 shares; 2025Q2: 7,526 shares; 2025Q3: 7,671 shares; 2025Q4: 7,631 shares; 2026Q1: 7,645 shares; 2026Q2: 7,169 shares; 2026Q3: 7,183 shares 7,183 $1.13M 0.03% +14 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,357 shares; 2026Q2: 6,414 shares; 2026Q3: 13,255 shares 13,255 $1.12M 0.03% +6,841 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,473 shares; 2025Q1: 7,756 shares; 2025Q2: 12,874 shares; 2025Q3: 13,643 shares; 2025Q4: 11,586 shares; 2026Q1: 13,327 shares; 2026Q2: 13,303 shares; 2026Q3: 11,604 shares 11,604 $1.09M 0.03% -1,699 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,098 shares; 2025Q1: 5,890 shares; 2025Q2: 5,627 shares; 2025Q3: 5,585 shares; 2025Q4: 5,401 shares; 2026Q1: 5,311 shares; 2026Q2: 5,279 shares; 2026Q3: 5,265 shares 5,265 $1.09M 0.03% -14 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,259 shares; 2025Q1: 4,946 shares; 2025Q2: 6,251 shares; 2025Q3: 6,362 shares; 2025Q4: 6,370 shares; 2026Q1: 6,801 shares; 2026Q2: 8,335 shares; 2026Q3: 7,525 shares 7,525 $1.07M 0.03% -810 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,214 shares; 2025Q1: 1,881 shares; 2025Q2: 13,214 shares; 2025Q3: 13,143 shares; 2025Q4: 10,651 shares; 2026Q1: 11,398 shares; 2026Q2: 11,373 shares; 2026Q3: 13,172 shares 13,172 $1.07M 0.03% +1,799 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,485 shares; 2025Q1: 25,728 shares; 2025Q2: 25,317 shares; 2025Q3: 30,857 shares; 2025Q4: 17,743 shares; 2026Q1: 20,669 shares; 2026Q2: 25,406 shares; 2026Q3: 23,555 shares 23,555 $1.06M 0.03% -1,851 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; 2024Q4: 14,401 shares; 2025Q1: 14,342 shares; 2025Q2: 14,343 shares; 2025Q3: 12,698 shares; 2025Q4: 11,548 shares; 2026Q1: 11,055 shares; 2026Q2: 11,043 shares; 2026Q3: 9,579 shares 9,579 $1.06M 0.03% -1,464 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,880 shares; 2025Q1: 19,613 shares; 2025Q2: 20,317 shares; 2025Q3: 20,652 shares; 2025Q4: 21,224 shares; 2026Q1: 21,603 shares; 2026Q2: 22,162 shares; 2026Q3: 21,756 shares 21,756 $1.06M 0.03% -406 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,610 shares; 2025Q1: 8,102 shares; 2025Q2: 7,787 shares; 2025Q3: 7,347 shares; 2025Q4: 7,305 shares; 2026Q1: 7,229 shares; 2026Q2: 6,640 shares; 2026Q3: 6,596 shares 6,596 $1.06M 0.03% -44 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; 2024Q4: 875 shares; 2025Q1: 819 shares; 2025Q2: 810 shares; 2025Q3: 850 shares; 2025Q4: 854 shares; 2026Q1: 908 shares; 2026Q2: 589 shares; 2026Q3: 582 shares 582 $1.05M 0.03% -7 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,534 shares; 2026Q2: 83,004 shares; 2026Q3: 84,074 shares 84,074 $1.05M 0.03% +1,070 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,666 shares; 2025Q1: 6,684 shares; 2025Q2: 6,659 shares; 2025Q3: 6,829 shares; 2025Q4: 6,851 shares; 2026Q1: 6,885 shares; 2026Q2: 6,639 shares; 2026Q3: 6,554 shares 6,554 $1.05M 0.03% -85 Timeline IDNA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,650 shares; 2025Q1: 27,767 shares; 2025Q2: 27,999 shares; 2025Q3: 28,475 shares; 2025Q4: 26,154 shares; 2026Q1: 26,154 shares; 2026Q2: 37,305 shares; 2026Q3: 24,863 shares 24,863 $1.05M 0.03% -12,442 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,636 shares; 2025Q1: 435 shares; 2025Q2: 3,835 shares; 2025Q3: 3,835 shares; 2025Q4: 2,250 shares; 2026Q1: 3,210 shares; 2026Q2: 3,783 shares; 2026Q3: 3,197 shares 3,197 $1.05M 0.03% -586 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,087 shares 7,087 $1.05M 0.03% new Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,404 shares; 2025Q1: 224 shares; 2025Q2: 27,725 shares; 2025Q3: 30,229 shares; 2025Q4: 24,704 shares; 2026Q1: 22,904 shares; 2026Q2: 26,684 shares; 2026Q3: 24,281 shares 24,281 $1.04M 0.03% -2,403 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; 2024Q4: 7,525 shares; 2025Q1: 10,631 shares; 2025Q2: 10,612 shares; 2025Q3: 12,688 shares; 2025Q4: 13,892 shares; 2026Q1: 20,106 shares; 2026Q2: 20,106 shares; 2026Q3: 20,106 shares 20,106 $1.02M 0.03% 0 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; 2024Q4: 1,261 shares; 2025Q1: 1,241 shares; 2025Q2: 1,235 shares; 2025Q3: 1,053 shares; 2025Q4: 1,049 shares; 2026Q1: 2,100 shares; 2026Q2: 2,033 shares; 2026Q3: 1,999 shares 1,999 $1.02M 0.03% -34 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; 2024Q4: 21,011 shares; 2025Q1: 21,091 shares; 2025Q2: 24,946 shares; 2025Q3: 25,030 shares; 2025Q4: 21,395 shares; 2026Q1: 22,518 shares; 2026Q2: 22,543 shares; 2026Q3: 25,026 shares 25,026 $1.02M 0.03% +2,483 Timeline EEMO 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 45,372 shares 45,372 $1.01M 0.03% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,193 shares; 2025Q1: 2,007 shares; 2025Q2: 1,176 shares; 2025Q3: 1,752 shares; 2025Q4: not reported; 2026Q1: 7,426 shares; 2026Q2: 7,438 shares; 2026Q3: 7,444 shares 7,444 $1000K 0.03% +6 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; 2024Q4: 15,797 shares; 2025Q1: 14,392 shares; 2025Q2: 13,918 shares; 2025Q3: 12,066 shares; 2025Q4: 12,755 shares; 2026Q1: 11,307 shares; 2026Q2: 11,289 shares; 2026Q3: 11,060 shares 11,060 $993K 0.03% -229 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; 2024Q4: 11,494 shares; 2025Q1: 7,743 shares; 2025Q2: 11,437 shares; 2025Q3: 11,646 shares; 2025Q4: 4,851 shares; 2026Q1: 5,747 shares; 2026Q2: 6,362 shares; 2026Q3: 6,828 shares 6,828 $992K 0.03% +466 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,030 shares; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares; 2026Q3: 18,000 shares 18,000 $991K 0.03% 0 Timeline EWO ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,358 shares; 2026Q3: 23,106 shares 23,106 $983K 0.03% +4,748 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 187,744 shares; 2026Q2: 351,681 shares; 2026Q3: 41,402 shares 41,402 $982K 0.03% -310,279 Timeline AVEE 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; 2024Q4: not reported; 2025Q1: 19,768 shares; 2025Q2: 20,594 shares; 2025Q3: 19,139 shares; 2025Q4: 18,378 shares; 2026Q1: 15,889 shares; 2026Q2: 15,259 shares; 2026Q3: 14,146 shares 14,146 $970K 0.03% -1,113 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,259 shares; 2026Q2: 5,436 shares; 2026Q3: 5,434 shares 5,434 $969K 0.03% -2 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,336 shares; 2026Q1: 15,316 shares; 2026Q2: 24,490 shares; 2026Q3: 37,326 shares 37,326 $968K 0.03% +12,836 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,180 shares; 2025Q1: 3,337 shares; 2025Q2: 2,254 shares; 2025Q3: 3,088 shares; 2025Q4: 2,431 shares; 2026Q1: 4,883 shares; 2026Q2: 4,880 shares; 2026Q3: 4,657 shares 4,657 $965K 0.03% -223 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,186 shares; 2026Q1: 10,533 shares; 2026Q2: 17,769 shares; 2026Q3: 15,835 shares 15,835 $962K 0.03% -1,934 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,031 shares; 2025Q4: 6,954 shares; 2026Q1: 11,581 shares; 2026Q2: 18,852 shares; 2026Q3: 25,093 shares 25,093 $961K 0.03% +6,241 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,367 shares; 2025Q1: 3,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,349 shares; 2026Q1: 3,353 shares; 2026Q2: 3,549 shares; 2026Q3: 3,554 shares 3,554 $961K 0.03% +5 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,697 shares; 2025Q1: 2,671 shares; 2025Q2: 2,830 shares; 2025Q3: 2,399 shares; 2025Q4: 2,593 shares; 2026Q1: 4,437 shares; 2026Q2: 4,383 shares; 2026Q3: 4,299 shares 4,299 $956K 0.03% -84 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,762 shares; 2026Q2: 17,085 shares; 2026Q3: 16,042 shares 16,042 $955K 0.03% -1,043 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; 2024Q4: 20,597 shares; 2025Q1: 17,750 shares; 2025Q2: 19,152 shares; 2025Q3: 22,336 shares; 2025Q4: 23,801 shares; 2026Q1: 22,063 shares; 2026Q2: 25,680 shares; 2026Q3: 25,086 shares 25,086 $951K 0.03% -594 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,445 shares; 2025Q1: 19 shares; 2025Q2: 4,436 shares; 2025Q3: 4,459 shares; 2025Q4: 3,686 shares; 2026Q1: 3,686 shares; 2026Q2: 3,679 shares; 2026Q3: 3,079 shares 3,079 $949K 0.03% -600 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,718 shares; 2026Q2: 60,758 shares; 2026Q3: 11,112 shares 11,112 $947K 0.02% -49,646 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,925 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,507 shares; 2026Q1: 8,509 shares; 2026Q2: 7,581 shares; 2026Q3: 8,165 shares 8,165 $942K 0.02% +584 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,664 shares; 2025Q1: 4,643 shares; 2025Q2: 5,509 shares; 2025Q3: 5,510 shares; 2025Q4: 5,512 shares; 2026Q1: 5,528 shares; 2026Q2: 3,122 shares; 2026Q3: 3,132 shares 3,132 $940K 0.02% +10 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,804 shares; 2025Q1: 5,723 shares; 2025Q2: 5,726 shares; 2025Q3: 6,564 shares; 2025Q4: 5,662 shares; 2026Q1: 5,908 shares; 2026Q2: 6,082 shares; 2026Q3: 6,070 shares 6,070 $923K 0.02% -12 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; 2024Q4: 5,940 shares; 2025Q1: 6,054 shares; 2025Q2: 6,041 shares; 2025Q3: 5,969 shares; 2025Q4: 5,972 shares; 2026Q1: 7,160 shares; 2026Q2: 6,243 shares; 2026Q3: 6,361 shares 6,361 $920K 0.02% +118 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,265 shares; 2025Q1: 1,338 shares; 2025Q2: 21,265 shares; 2025Q3: 18,535 shares; 2025Q4: 23,061 shares; 2026Q1: 23,308 shares; 2026Q2: 21,103 shares; 2026Q3: 25,222 shares 25,222 $920K 0.02% +4,119 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,029 shares; 2025Q1: 1,025 shares; 2025Q2: 2,810 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 2,793 shares; 2026Q2: 3,123 shares; 2026Q3: 2,823 shares 2,823 $909K 0.02% -300 Timeline BSMW 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; 2024Q4: 21,274 shares; 2025Q1: 19,291 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 38,517 shares 38,517 $909K 0.02% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,342 shares; 2025Q1: 18,473 shares; 2025Q2: 18,383 shares; 2025Q3: 18,376 shares; 2025Q4: 18,309 shares; 2026Q1: 18,209 shares; 2026Q2: 18,166 shares; 2026Q3: 18,233 shares 18,233 $907K 0.02% +67 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,015 shares; 2025Q1: 89,777 shares; 2025Q2: 105,332 shares; 2025Q3: 112,192 shares; 2025Q4: 99,650 shares; 2026Q1: 101,823 shares; 2026Q2: 106,073 shares; 2026Q3: 91,144 shares 91,144 $907K 0.02% -14,929 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; 2024Q4: 12,911 shares; 2025Q1: 322 shares; 2025Q2: 12,925 shares; 2025Q3: 14,417 shares; 2025Q4: 13,620 shares; 2026Q1: 15,586 shares; 2026Q2: 14,382 shares; 2026Q3: 12,277 shares 12,277 $904K 0.02% -2,105 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,472 shares; 2025Q1: 3,372 shares; 2025Q2: 4,234 shares; 2025Q3: 6,857 shares; 2025Q4: 19,511 shares; 2026Q1: 14,903 shares; 2026Q2: 17,260 shares; 2026Q3: 8,925 shares 8,925 $899K 0.02% -8,335 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; 2024Q4: 1,137 shares; 2025Q1: 1,689 shares; 2025Q2: 1,893 shares; 2025Q3: 1,955 shares; 2025Q4: 1,953 shares; 2026Q1: 2,271 shares; 2026Q2: 819 shares; 2026Q3: 3,386 shares 3,386 $896K 0.02% +2,567 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,157 shares; 2025Q1: 17 shares; 2025Q2: 4,752 shares; 2025Q3: 5,052 shares; 2025Q4: 4,109 shares; 2026Q1: 3,413 shares; 2026Q2: 3,396 shares; 2026Q3: 2,796 shares 2,796 $890K 0.02% -600 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,138 shares; 2025Q1: 5,005 shares; 2025Q2: 2,754 shares; 2025Q3: 2,759 shares; 2025Q4: 8,716 shares; 2026Q1: 8,055 shares; 2026Q2: 10,922 shares; 2026Q3: 10,537 shares 10,537 $886K 0.02% -385 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,769 shares; 2025Q1: 261 shares; 2025Q2: 7,919 shares; 2025Q3: 8,021 shares; 2025Q4: 5,550 shares; 2026Q1: 5,814 shares; 2026Q2: 5,801 shares; 2026Q3: 4,912 shares 4,912 $879K 0.02% -889 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,082 shares; 2025Q1: 10,085 shares; 2025Q2: 10,410 shares; 2025Q3: 10,580 shares; 2025Q4: 8,676 shares; 2026Q1: 9,023 shares; 2026Q2: 8,848 shares; 2026Q3: 9,021 shares 9,021 $877K 0.02% +173 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,190 shares; 2025Q1: 880 shares; 2025Q2: 1,461 shares; 2025Q3: 1,463 shares; 2025Q4: 1,509 shares; 2026Q1: 1,399 shares; 2026Q2: 1,358 shares; 2026Q3: 1,155 shares 1,155 $876K 0.02% -203 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,144 shares; 2026Q2: 20,144 shares; 2026Q3: 19,898 shares 19,898 $875K 0.02% -246 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,153 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,487 shares; 2025Q4: 12,432 shares; 2026Q1: 11,021 shares; 2026Q2: 11,051 shares; 2026Q3: 9,378 shares 9,378 $866K 0.02% -1,673 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,008 shares; 2025Q1: 25,009 shares; 2025Q2: 25,009 shares; 2025Q3: 25,009 shares; 2025Q4: 25,801 shares; 2026Q1: 25,801 shares; 2026Q2: 25,801 shares; 2026Q3: 25,801 shares 25,801 $861K 0.02% 0 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; 2024Q4: 1,524 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,907 shares; 2025Q4: 2,069 shares; 2026Q1: 2,412 shares; 2026Q2: 2,573 shares; 2026Q3: 2,615 shares 2,615 $859K 0.02% +42 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; 2024Q4: 29,073 shares; 2025Q1: 29,566 shares; 2025Q2: 29,521 shares; 2025Q3: 30,139 shares; 2025Q4: 28,869 shares; 2026Q1: 29,414 shares; 2026Q2: 30,439 shares; 2026Q3: 30,342 shares 30,342 $846K 0.02% -97 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,539 shares; 2025Q1: 9,810 shares; 2025Q2: 8,978 shares; 2025Q3: 8,606 shares; 2025Q4: 8,532 shares; 2026Q1: 8,415 shares; 2026Q2: 8,045 shares; 2026Q3: 7,990 shares 7,990 $846K 0.02% -55 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; 2024Q4: 279 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 854 shares; 2026Q1: 975 shares; 2026Q2: 936 shares; 2026Q3: 915 shares 915 $844K 0.02% -21 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,171 shares; 2025Q1: 2,092 shares; 2025Q2: 2,096 shares; 2025Q3: 2,110 shares; 2025Q4: 2,137 shares; 2026Q1: 2,062 shares; 2026Q2: 2,108 shares; 2026Q3: 2,130 shares 2,130 $842K 0.02% +22 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,911 shares; 2025Q1: 1,913 shares; 2025Q2: 1,814 shares; 2025Q3: 1,884 shares; 2025Q4: 1,816 shares; 2026Q1: 2,023 shares; 2026Q2: 2,390 shares; 2026Q3: 2,650 shares 2,650 $837K 0.02% +260 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; 2024Q4: 12,551 shares; 2025Q1: 4,791 shares; 2025Q2: 7,530 shares; 2025Q3: 7,886 shares; 2025Q4: 8,116 shares; 2026Q1: 9,627 shares; 2026Q2: 7,098 shares; 2026Q3: 5,596 shares 5,596 $834K 0.02% -1,502 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,467 shares; 2025Q1: 3,170 shares; 2025Q2: 4,448 shares; 2025Q3: 4,454 shares; 2025Q4: 4,751 shares; 2026Q1: 4,100 shares; 2026Q2: 4,587 shares; 2026Q3: 3,973 shares 3,973 $830K 0.02% -614 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,589 shares; 2025Q1: 4,506 shares; 2025Q2: 3,342 shares; 2025Q3: 2,768 shares; 2025Q4: 3,762 shares; 2026Q1: 312,742 shares; 2026Q2: 12,053 shares; 2026Q3: 10,529 shares 10,529 $819K 0.02% -1,524 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,768 shares; 2025Q1: 13,827 shares; 2025Q2: 13,663 shares; 2025Q3: 12,777 shares; 2025Q4: 12,565 shares; 2026Q1: 12,455 shares; 2026Q2: 16,778 shares; 2026Q3: 16,779 shares 16,779 $815K 0.02% +1 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; 2024Q4: 1,001 shares; 2025Q1: 554 shares; 2025Q2: 832 shares; 2025Q3: 839 shares; 2025Q4: 840 shares; 2026Q1: 863 shares; 2026Q2: 817 shares; 2026Q3: 849 shares 849 $811K 0.02% +32 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; 2024Q4: 12,675 shares; 2025Q1: 866 shares; 2025Q2: 11,045 shares; 2025Q3: 12,429 shares; 2025Q4: 14,479 shares; 2026Q1: 14,879 shares; 2026Q2: 14,447 shares; 2026Q3: 12,171 shares 12,171 $811K 0.02% -2,276 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; 2024Q4: 13,675 shares; 2025Q1: 13,679 shares; 2025Q2: 13,676 shares; 2025Q3: 13,381 shares; 2025Q4: 13,241 shares; 2026Q1: 13,918 shares; 2026Q2: 14,070 shares; 2026Q3: 14,079 shares 14,079 $798K 0.02% +9 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 817 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,943 shares; 2026Q2: 4,873 shares; 2026Q3: 3,486 shares 3,486 $795K 0.02% -1,387 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,069 shares; 2025Q1: 9,342 shares; 2025Q2: 9,285 shares; 2025Q3: 9,394 shares; 2025Q4: 9,334 shares; 2026Q1: 28,325 shares; 2026Q2: 29,973 shares; 2026Q3: 21,053 shares 21,053 $789K 0.02% -8,920 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,412 shares; 2025Q1: 531 shares; 2025Q2: 3,765 shares; 2025Q3: 5,079 shares; 2025Q4: 4,219 shares; 2026Q1: 3,027 shares; 2026Q2: 2,937 shares; 2026Q3: 2,415 shares 2,415 $785K 0.02% -522 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48 shares; 2025Q1: 105 shares; 2025Q2: 3,498 shares; 2025Q3: 3,501 shares; 2025Q4: 2,681 shares; 2026Q1: 4,102 shares; 2026Q2: 5,979 shares; 2026Q3: 5,099 shares 5,099 $784K 0.02% -880 Timeline RWJ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,125 shares; 2026Q1: 13,878 shares; 2026Q2: 13,878 shares; 2026Q3: 13,878 shares 13,878 $780K 0.02% 0 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; 2024Q4: 156 shares; 2025Q1: 148 shares; 2025Q2: 1,563 shares; 2025Q3: 1,263 shares; 2025Q4: 1,488 shares; 2026Q1: 3,382 shares; 2026Q2: 3,217 shares; 2026Q3: 3,278 shares 3,278 $779K 0.02% +61 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; 2024Q4: 335 shares; 2025Q1: not reported; 2025Q2: 1,809 shares; 2025Q3: 3,846 shares; 2025Q4: 5,354 shares; 2026Q1: 7,514 shares; 2026Q2: 4,563 shares; 2026Q3: 3,978 shares 3,978 $768K 0.02% -585 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,082 shares; 2025Q1: 1,076 shares; 2025Q2: 816 shares; 2025Q3: 927 shares; 2025Q4: 887 shares; 2026Q1: 1,211 shares; 2026Q2: 1,800 shares; 2026Q3: 1,810 shares 1,810 $765K 0.02% +10 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22,978 shares 22,978 $764K 0.02% new Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,109 shares; 2025Q4: 15,018 shares; 2026Q1: 11,559 shares; 2026Q2: 11,559 shares; 2026Q3: 11,559 shares 11,559 $759K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,889 shares; 2026Q2: 6,615 shares; 2026Q3: 6,841 shares 6,841 $759K 0.02% +226 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,953 shares; 2025Q1: 13,920 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,005 shares; 2026Q1: 13,026 shares; 2026Q2: 12,026 shares; 2026Q3: 12,066 shares 12,066 $756K 0.02% +40 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,272 shares; 2026Q1: 3,407 shares; 2026Q2: 3,616 shares; 2026Q3: 3,707 shares 3,707 $752K 0.02% +91 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,146 shares; 2025Q1: 3,992 shares; 2025Q2: 3,733 shares; 2025Q3: 3,622 shares; 2025Q4: 3,707 shares; 2026Q1: 3,572 shares; 2026Q2: 3,578 shares; 2026Q3: 3,584 shares 3,584 $751K 0.02% +6 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; 2024Q4: 5,047 shares; 2025Q1: 467 shares; 2025Q2: 6,446 shares; 2025Q3: 4,477 shares; 2025Q4: 4,176 shares; 2026Q1: 4,922 shares; 2026Q2: 7,155 shares; 2026Q3: 5,841 shares 5,841 $750K 0.02% -1,314 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,613 shares; 2025Q4: 10,553 shares; 2026Q1: 13,378 shares; 2026Q2: 25,131 shares; 2026Q3: 28,221 shares 28,221 $746K 0.02% +3,090 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; 2024Q4: 10,943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,523 shares; 2025Q4: 17,607 shares; 2026Q1: 13,201 shares; 2026Q2: 12,672 shares; 2026Q3: 11,670 shares 11,670 $746K 0.02% -1,002 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,380 shares; 2025Q1: 14,623 shares; 2025Q2: 14,594 shares; 2025Q3: 15,060 shares; 2025Q4: 15,018 shares; 2026Q1: 16,692 shares; 2026Q2: 14,748 shares; 2026Q3: 14,778 shares 14,778 $745K 0.02% +30 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,644 shares; 2025Q1: 295 shares; 2025Q2: 1,639 shares; 2025Q3: 1,692 shares; 2025Q4: 1,221 shares; 2026Q1: 1,255 shares; 2026Q2: 1,926 shares; 2026Q3: 1,744 shares 1,744 $744K 0.02% -182 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,955 shares; 2025Q1: 31,478 shares; 2025Q2: 30,412 shares; 2025Q3: 29,284 shares; 2025Q4: 32,172 shares; 2026Q1: 35,077 shares; 2026Q2: 41,464 shares; 2026Q3: 36,882 shares 36,882 $740K 0.02% -4,582 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,017 shares; 2025Q1: 8,080 shares; 2025Q2: 8,076 shares; 2025Q3: 9,343 shares; 2025Q4: 9,188 shares; 2026Q1: 9,387 shares; 2026Q2: 5,359 shares; 2026Q3: 4,442 shares 4,442 $729K 0.02% -917 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,116 shares; 2025Q1: 19,110 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,123 shares; 2026Q1: 19,114 shares; 2026Q2: 19,625 shares; 2026Q3: 19,628 shares 19,628 $727K 0.02% +3 Timeline HTFL HEARTFLOW INC More: the full row for HEARTFLOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,549 shares; 2026Q2: 12,530 shares; 2026Q3: 14,553 shares 14,553 $724K 0.02% +2,023 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 816 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,018 shares; 2025Q4: 3,229 shares; 2026Q1: 3,201 shares; 2026Q2: 2,103 shares; 2026Q3: 2,103 shares 2,103 $723K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,682 shares; 2026Q2: 4,580 shares; 2026Q3: 4,689 shares 4,689 $721K 0.02% +109 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,175 shares; 2025Q1: 1,268 shares; 2025Q2: 21,170 shares; 2025Q3: 26,872 shares; 2025Q4: 22,072 shares; 2026Q1: 23,234 shares; 2026Q2: 21,931 shares; 2026Q3: 18,637 shares 18,637 $720K 0.02% -3,294 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,208 shares; 2025Q1: 1,186 shares; 2025Q2: 1,181 shares; 2025Q3: 1,456 shares; 2025Q4: 3,061 shares; 2026Q1: 2,904 shares; 2026Q2: 3,130 shares; 2026Q3: 3,130 shares 3,130 $718K 0.02% 0 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,586 shares; 2025Q1: 5,586 shares; 2025Q2: 5,624 shares; 2025Q3: 9,624 shares; 2025Q4: 9,867 shares; 2026Q1: 9,467 shares; 2026Q2: 9,467 shares; 2026Q3: 9,467 shares 9,467 $712K 0.02% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 6,020 shares; 2025Q3: 5,020 shares; 2025Q4: 9,130 shares; 2026Q1: 9,149 shares; 2026Q2: 9,125 shares; 2026Q3: 9,130 shares 9,130 $712K 0.02% +5 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; 2024Q4: 9,777 shares; 2025Q1: 2,684 shares; 2025Q2: 8,126 shares; 2025Q3: 3,175 shares; 2025Q4: 3,962 shares; 2026Q1: 4,624 shares; 2026Q2: 3,554 shares; 2026Q3: 3,733 shares 3,733 $712K 0.02% +179 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,900 shares; 2025Q1: not reported; 2025Q2: 10,900 shares; 2025Q3: 10,902 shares; 2025Q4: 5,702 shares; 2026Q1: 5,702 shares; 2026Q2: 5,855 shares; 2026Q3: 4,955 shares 4,955 $711K 0.02% -900 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,700 shares; 2026Q3: 9,698 shares 9,698 $710K 0.02% -2,002 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118,055 shares; 2025Q1: 88,431 shares; 2025Q2: 87,755 shares; 2025Q3: 87,755 shares; 2025Q4: 83,117 shares; 2026Q1: 85,217 shares; 2026Q2: 69,717 shares; 2026Q3: 69,717 shares 69,717 $706K 0.02% 0 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,139 shares; 2025Q1: 5,111 shares; 2025Q2: 5,101 shares; 2025Q3: 5,091 shares; 2025Q4: 4,683 shares; 2026Q1: 4,262 shares; 2026Q2: 4,708 shares; 2026Q3: 3,886 shares 3,886 $700K 0.02% -822 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,412 shares; 2025Q1: 3,674 shares; 2025Q2: 3,660 shares; 2025Q3: 3,189 shares; 2025Q4: 2,874 shares; 2026Q1: 2,781 shares; 2026Q2: 2,780 shares; 2026Q3: 1,678 shares 1,678 $694K 0.02% -1,102 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 108,623 shares; 2025Q1: 108,623 shares; 2025Q2: 109,539 shares; 2025Q3: 86,691 shares; 2025Q4: 72,202 shares; 2026Q1: 72,269 shares; 2026Q2: 72,333 shares; 2026Q3: 72,397 shares 72,397 $693K 0.02% +64 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,640 shares; 2026Q3: 6,027 shares 6,027 $690K 0.02% +1,387 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,001 shares; 2026Q2: 21,001 shares; 2026Q3: 18,461 shares 18,461 $689K 0.02% -2,540 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,671 shares; 2026Q3: 3,771 shares 3,771 $689K 0.02% +100 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,391 shares; 2025Q1: 11,391 shares; 2025Q2: 9,684 shares; 2025Q3: 11,716 shares; 2025Q4: 10,079 shares; 2026Q1: 14,462 shares; 2026Q2: 15,956 shares; 2026Q3: 18,005 shares 18,005 $687K 0.02% +2,049 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,904 shares; 2025Q1: 31,904 shares; 2025Q2: 31,904 shares; 2025Q3: 31,904 shares; 2025Q4: 31,904 shares; 2026Q1: 31,904 shares; 2026Q2: 31,904 shares; 2026Q3: 31,904 shares 31,904 $685K 0.02% 0 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; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,349 shares; 2026Q3: 1,759 shares 1,759 $684K 0.02% +410 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,231 shares; 2025Q1: 43,408 shares; 2025Q2: 22,232 shares; 2025Q3: 21,824 shares; 2025Q4: 19,217 shares; 2026Q1: 14,061 shares; 2026Q2: 14,847 shares; 2026Q3: 12,255 shares 12,255 $678K 0.02% -2,592 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,870 shares; 2025Q1: 2,483 shares; 2025Q2: 1,223 shares; 2025Q3: 1,220 shares; 2025Q4: 1,886 shares; 2026Q1: 2,250 shares; 2026Q2: 2,063 shares; 2026Q3: 1,606 shares 1,606 $677K 0.02% -457 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,216 shares; 2026Q2: 12,665 shares; 2026Q3: 12,494 shares 12,494 $672K 0.02% -171 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $670K 0.02% 0 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,295 shares; 2026Q1: 6,634 shares; 2026Q2: 8,287 shares; 2026Q3: 17,269 shares 17,269 $667K 0.02% +8,982 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,323 shares; 2025Q1: 9,242 shares; 2025Q2: 9,234 shares; 2025Q3: 8,877 shares; 2025Q4: 8,798 shares; 2026Q1: 8,813 shares; 2026Q2: 8,643 shares; 2026Q3: 8,610 shares 8,610 $667K 0.02% -33 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,126 shares; 2025Q1: 5,631 shares; 2025Q2: 5,912 shares; 2025Q3: 6,313 shares; 2025Q4: 5,552 shares; 2026Q1: 5,418 shares; 2026Q2: 5,343 shares; 2026Q3: 5,125 shares 5,125 $665K 0.02% -218 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; 2024Q4: 5,412 shares; 2025Q1: 4,256 shares; 2025Q2: 5,085 shares; 2025Q3: 5,285 shares; 2025Q4: 4,004 shares; 2026Q1: 4,293 shares; 2026Q2: 3,806 shares; 2026Q3: 3,610 shares 3,610 $665K 0.02% -196 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,610 shares; 2025Q1: not reported; 2025Q2: 16,386 shares; 2025Q3: 11,820 shares; 2025Q4: 17,108 shares; 2026Q1: 14,069 shares; 2026Q2: 13,724 shares; 2026Q3: 16,274 shares 16,274 $662K 0.02% +2,550 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,288 shares; 2025Q1: 94 shares; 2025Q2: 8,393 shares; 2025Q3: 9,275 shares; 2025Q4: 8,537 shares; 2026Q1: 7,439 shares; 2026Q2: 7,429 shares; 2026Q3: 6,230 shares 6,230 $650K 0.02% -1,199 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,225 shares; 2026Q1: 17,225 shares; 2026Q2: 17,225 shares; 2026Q3: 17,225 shares 17,225 $644K 0.02% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,420 shares; 2025Q1: 2,415 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,671 shares; 2026Q1: 3,676 shares; 2026Q2: 4,557 shares; 2026Q3: 3,764 shares 3,764 $642K 0.02% -793 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,591 shares; 2025Q1: 24,119 shares; 2025Q2: 16,669 shares; 2025Q3: 17,881 shares; 2025Q4: 18,119 shares; 2026Q1: 18,167 shares; 2026Q2: 18,167 shares; 2026Q3: 18,229 shares 18,229 $642K 0.02% +62 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 1,729 shares; 2026Q2: 1,729 shares; 2026Q3: 1,729 shares 1,729 $641K 0.02% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,817 shares; 2025Q1: 1,052 shares; 2025Q2: 3,943 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares; 2026Q1: 4,193 shares; 2026Q2: 4,325 shares; 2026Q3: 4,229 shares 4,229 $629K 0.02% -96 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,535 shares; 2025Q1: 4,728 shares; 2025Q2: 4,618 shares; 2025Q3: 4,528 shares; 2025Q4: 4,534 shares; 2026Q1: 3,253 shares; 2026Q2: 3,257 shares; 2026Q3: 3,245 shares 3,245 $629K 0.02% -12 Timeline AVDE 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; 2024Q4: 6,973 shares; 2025Q1: 6,996 shares; 2025Q2: 7,000 shares; 2025Q3: 6,973 shares; 2025Q4: 7,557 shares; 2026Q1: 6,973 shares; 2026Q2: 6,973 shares; 2026Q3: 6,973 shares 6,973 $628K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,700 shares; 2025Q1: 1,318 shares; 2025Q2: 1,700 shares; 2025Q3: 1,723 shares; 2025Q4: 1,868 shares; 2026Q1: 1,782 shares; 2026Q2: 1,775 shares; 2026Q3: 1,542 shares 1,542 $627K 0.02% -233 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,899 shares; 2025Q1: 46,214 shares; 2025Q2: 34,465 shares; 2025Q3: 34,285 shares; 2025Q4: 47,842 shares; 2026Q1: 39,915 shares; 2026Q2: 27,357 shares; 2026Q3: 21,816 shares 21,816 $622K 0.02% -5,541 Timeline FTQI 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; 2024Q4: 18,063 shares; 2025Q1: 17,934 shares; 2025Q2: 18,336 shares; 2025Q3: 20,781 shares; 2025Q4: 21,240 shares; 2026Q1: 37,235 shares; 2026Q2: 25,870 shares; 2026Q3: 27,963 shares 27,963 $620K 0.02% +2,093 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; 2024Q4: 1,272 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares; 2025Q4: 1,992 shares; 2026Q1: 2,862 shares; 2026Q2: 2,750 shares; 2026Q3: 3,042 shares 3,042 $619K 0.02% +292 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,206 shares; 2025Q1: not reported; 2025Q2: 34,200 shares; 2025Q3: 34,200 shares; 2025Q4: 26,325 shares; 2026Q1: 26,328 shares; 2026Q2: 26,343 shares; 2026Q3: 22,125 shares 22,125 $611K 0.02% -4,218 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,997 shares; 2025Q1: 6,599 shares; 2025Q2: 8,034 shares; 2025Q3: 7,710 shares; 2025Q4: 8,986 shares; 2026Q1: 9,658 shares; 2026Q2: 9,364 shares; 2026Q3: 10,493 shares 10,493 $606K 0.02% +1,129 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,539 shares; 2025Q1: 5,556 shares; 2025Q2: 7,384 shares; 2025Q3: 7,428 shares; 2025Q4: 7,428 shares; 2026Q1: 6,897 shares; 2026Q2: 6,853 shares; 2026Q3: 5,902 shares 5,902 $606K 0.02% -951 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; 2024Q4: 13,697 shares; 2025Q1: 11,071 shares; 2025Q2: 13,123 shares; 2025Q3: 13,232 shares; 2025Q4: 13,260 shares; 2026Q1: 13,515 shares; 2026Q2: 4,689 shares; 2026Q3: 4,564 shares 4,564 $604K 0.02% -125 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,605 shares; 2026Q1: 21,005 shares; 2026Q2: 13,351 shares; 2026Q3: 11,162 shares 11,162 $598K 0.02% -2,189 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,479 shares; 2025Q1: 2,888 shares; 2025Q2: 2,497 shares; 2025Q3: 2,200 shares; 2025Q4: 1,910 shares; 2026Q1: 1,948 shares; 2026Q2: 1,942 shares; 2026Q3: 1,942 shares 1,942 $594K 0.02% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 879 shares; 2025Q1: 880 shares; 2025Q2: 882 shares; 2025Q3: 883 shares; 2025Q4: 957 shares; 2026Q1: 884 shares; 2026Q2: 1,135 shares; 2026Q3: 1,544 shares 1,544 $590K 0.02% +409 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,928 shares; 2025Q1: 23,440 shares; 2025Q2: 24,642 shares; 2025Q3: 24,197 shares; 2025Q4: 23,817 shares; 2026Q1: 21,454 shares; 2026Q2: 19,015 shares; 2026Q3: 11,225 shares 11,225 $590K 0.02% -7,790 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,257 shares; 2025Q1: 2,933 shares; 2025Q2: 4,275 shares; 2025Q3: 4,251 shares; 2025Q4: 4,268 shares; 2026Q1: 3,854 shares; 2026Q2: 3,818 shares; 2026Q3: 3,183 shares 3,183 $588K 0.02% -635 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,300 shares; 2025Q1: 1,312 shares; 2025Q2: 1,311 shares; 2025Q3: 1,294 shares; 2025Q4: 1,489 shares; 2026Q1: 1,345 shares; 2026Q2: 1,438 shares; 2026Q3: 1,505 shares 1,505 $585K 0.02% +67 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; 2024Q4: 2,791 shares; 2025Q1: 4,280 shares; 2025Q2: 3,023 shares; 2025Q3: 3,319 shares; 2025Q4: 4,668 shares; 2026Q1: 4,672 shares; 2026Q2: 3,719 shares; 2026Q3: 3,702 shares 3,702 $574K 0.02% -17 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; 2024Q4: 593 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 513 shares; 2025Q4: 448 shares; 2026Q1: 742 shares; 2026Q2: 839 shares; 2026Q3: 858 shares 858 $563K 0.01% +19 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,950 shares; 2025Q1: 350 shares; 2025Q2: 7,724 shares; 2025Q3: 10,221 shares; 2025Q4: 12,477 shares; 2026Q1: 16,774 shares; 2026Q2: 15,686 shares; 2026Q3: 12,612 shares 12,612 $562K 0.01% -3,074 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,523 shares; 2025Q1: 15,956 shares; 2025Q2: 17,493 shares; 2025Q3: 18,101 shares; 2025Q4: 15,805 shares; 2026Q1: 16,385 shares; 2026Q2: 5,717 shares; 2026Q3: 4,421 shares 4,421 $560K 0.01% -1,296 Timeline EDIV 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; 2024Q4: 9,774 shares; 2025Q1: 9,852 shares; 2025Q2: 10,018 shares; 2025Q3: 13,644 shares; 2025Q4: 13,732 shares; 2026Q1: 13,732 shares; 2026Q2: 13,732 shares; 2026Q3: 13,732 shares 13,732 $551K 0.01% 0 Timeline PVI 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; 2024Q4: not reported; 2025Q1: 34,525 shares; 2025Q2: 48,838 shares; 2025Q3: 17,531 shares; 2025Q4: 18,329 shares; 2026Q1: 17,004 shares; 2026Q2: 19,679 shares; 2026Q3: 22,091 shares 22,091 $551K 0.01% +2,412 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,146 shares; 2025Q1: 8,099 shares; 2025Q2: 8,099 shares; 2025Q3: 9,751 shares; 2025Q4: 8,411 shares; 2026Q1: 9,521 shares; 2026Q2: 9,517 shares; 2026Q3: 9,527 shares 9,527 $550K 0.01% +10 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,404 shares; 2025Q1: 69,143 shares; 2025Q2: 7,256 shares; 2025Q3: 7,286 shares; 2025Q4: 69,757 shares; 2026Q1: 69,192 shares; 2026Q2: 70,127 shares; 2026Q3: 7,795 shares 7,795 $546K 0.01% -62,332 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,514 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,826 shares; 2025Q4: 1,899 shares; 2026Q1: 1,714 shares; 2026Q2: 2,058 shares; 2026Q3: 2,058 shares 2,058 $545K 0.01% 0 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,704 shares; 2025Q1: 10,238 shares; 2025Q2: 9,617 shares; 2025Q3: 9,555 shares; 2025Q4: 9,406 shares; 2026Q1: 9,212 shares; 2026Q2: 8,932 shares; 2026Q3: 8,873 shares 8,873 $543K 0.01% -59 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 254 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,048 shares; 2026Q3: 4,378 shares 4,378 $538K 0.01% +2,330 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares; 2025Q4: 29,000 shares; 2026Q1: 29,000 shares; 2026Q2: 29,000 shares; 2026Q3: 29,087 shares 29,087 $535K 0.01% +87 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; 2024Q4: 1,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,076 shares; 2025Q4: 4,558 shares; 2026Q1: 4,570 shares; 2026Q2: 1,945 shares; 2026Q3: 1,933 shares 1,933 $535K 0.01% -12 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,693 shares; 2025Q1: 2,578 shares; 2025Q2: 2,234 shares; 2025Q3: 1,861 shares; 2025Q4: 1,836 shares; 2026Q1: 1,705 shares; 2026Q2: 1,705 shares; 2026Q3: 1,620 shares 1,620 $534K 0.01% -85 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,250 shares; 2025Q1: 10,362 shares; 2025Q2: 9,022 shares; 2025Q3: 5,187 shares; 2025Q4: 5,364 shares; 2026Q1: 5,074 shares; 2026Q2: 4,732 shares; 2026Q3: 4,694 shares 4,694 $533K 0.01% -38 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; 2024Q4: 2,884 shares; 2025Q1: 2,871 shares; 2025Q2: 2,871 shares; 2025Q3: 2,503 shares; 2025Q4: 9,034 shares; 2026Q1: 11,611 shares; 2026Q2: 16,098 shares; 2026Q3: 10,921 shares 10,921 $532K 0.01% -5,177 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,874 shares; 2025Q1: 8,029 shares; 2025Q2: 8,089 shares; 2025Q3: 8,068 shares; 2025Q4: 7,801 shares; 2026Q1: 7,816 shares; 2026Q2: 7,799 shares; 2026Q3: 7,873 shares 7,873 $532K 0.01% +74 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,409 shares; 2025Q1: 14,945 shares; 2025Q2: 14,945 shares; 2025Q3: 10,945 shares; 2025Q4: 10,945 shares; 2026Q1: 13,225 shares; 2026Q2: 13,225 shares; 2026Q3: 14,812 shares 14,812 $527K 0.01% +1,587 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,824 shares 2,824 $521K 0.01% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,145 shares; 2025Q1: 58,013 shares; 2025Q2: 55,236 shares; 2025Q3: 55,236 shares; 2025Q4: 41,872 shares; 2026Q1: 45,872 shares; 2026Q2: 42,772 shares; 2026Q3: 47,584 shares 47,584 $519K 0.01% +4,812 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,288 shares; 2025Q1: 8,216 shares; 2025Q2: 8,238 shares; 2025Q3: 8,236 shares; 2025Q4: 8,248 shares; 2026Q1: 8,117 shares; 2026Q2: 8,138 shares; 2026Q3: 8,160 shares 8,160 $518K 0.01% +22 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,589 shares; 2025Q2: 5,635 shares; 2025Q3: 3,541 shares; 2025Q4: 3,572 shares; 2026Q1: 4,650 shares; 2026Q2: 5,440 shares; 2026Q3: 5,440 shares 5,440 $518K 0.01% 0 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; 2024Q4: 14,372 shares; 2025Q1: 9,803 shares; 2025Q2: 10,741 shares; 2025Q3: 6,827 shares; 2025Q4: 6,001 shares; 2026Q1: 7,278 shares; 2026Q2: 7,259 shares; 2026Q3: 7,657 shares 7,657 $516K 0.01% +398 Timeline