VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,094,649 shares; 2024Q4: 1,080,059 shares; 2025Q1: 1,044,139 shares; 2025Q2: 1,041,825 shares; 2025Q3: 1,048,626 shares; 2025Q4: 1,058,705 shares; 2026Q1: not reported; 2026Q2: 1,014,136 shares 1,014,136 $349M 5.55% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,711,410 shares; 2024Q4: 1,786,585 shares; 2025Q1: 1,708,110 shares; 2025Q2: 1,749,580 shares; 2025Q3: 1,859,432 shares; 2025Q4: 1,916,664 shares; 2026Q1: 1,789,175 shares; 2026Q2: 1,850,416 shares 1,850,416 $183M 2.91% +61,241 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 551,749 shares; 2025Q4: not reported; 2026Q1: 552,896 shares; 2026Q2: 561,622 shares 561,622 $159M 2.53% +8,726 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,268,683 shares; 2024Q4: 1,291,949 shares; 2025Q1: 1,256,222 shares; 2025Q2: 1,258,824 shares; 2025Q3: 1,280,246 shares; 2025Q4: 1,304,921 shares; 2026Q1: not reported; 2026Q2: 1,282,419 shares 1,282,419 $114M 1.82% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,460,242 shares; 2024Q4: 1,553,404 shares; 2025Q1: 1,748,444 shares; 2025Q2: 1,839,004 shares; 2025Q3: 2,018,916 shares; 2025Q4: 2,054,436 shares; 2026Q1: 2,055,459 shares; 2026Q2: 2,161,356 shares 2,161,356 $109M 1.73% +105,897 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493,098 shares; 2024Q4: 503,499 shares; 2025Q1: 551,657 shares; 2025Q2: 564,005 shares; 2025Q3: 560,664 shares; 2025Q4: 600,270 shares; 2026Q1: 510,231 shares; 2026Q2: 539,701 shares 539,701 $108M 1.72% +29,470 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 997,682 shares; 2024Q4: 998,036 shares; 2025Q1: 1,130,496 shares; 2025Q2: 1,181,376 shares; 2025Q3: 1,164,122 shares; 2025Q4: 1,925,152 shares; 2026Q1: 2,320,042 shares; 2026Q2: 1,922,804 shares 1,922,804 $97.2M 1.55% -397,238 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,999 shares; 2024Q4: 200,331 shares; 2025Q1: 203,863 shares; 2025Q2: 208,215 shares; 2025Q3: 211,625 shares; 2025Q4: 242,458 shares; 2026Q1: 235,388 shares; 2026Q2: 251,579 shares 251,579 $93.4M 1.49% +16,191 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,180 shares; 2024Q4: 253,457 shares; 2025Q1: 250,004 shares; 2025Q2: 250,168 shares; 2025Q3: 253,769 shares; 2025Q4: 263,042 shares; 2026Q1: not reported; 2026Q2: 1,080,918 shares 1,080,918 $87.1M 1.39% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733,987 shares; 2024Q4: 756,269 shares; 2025Q1: 763,901 shares; 2025Q2: 862,279 shares; 2025Q3: 927,418 shares; 2025Q4: 1,049,797 shares; 2026Q1: 1,048,923 shares; 2026Q2: 1,092,516 shares 1,092,516 $84.2M 1.34% +43,593 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,861 shares; 2024Q4: 13,870 shares; 2025Q1: 22,321 shares; 2025Q2: 30,117 shares; 2025Q3: 43,814 shares; 2025Q4: 114,824 shares; 2026Q1: 116,749 shares; 2026Q2: 122,217 shares 122,217 $83.9M 1.34% +5,468 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,687 shares; 2024Q4: 265,371 shares; 2025Q1: 271,927 shares; 2025Q2: 279,445 shares; 2025Q3: 296,588 shares; 2025Q4: 346,718 shares; 2026Q1: 327,700 shares; 2026Q2: 342,342 shares 342,342 $81.2M 1.29% +14,642 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,865 shares; 2024Q4: 425,508 shares; 2025Q1: 443,897 shares; 2025Q2: 545,013 shares; 2025Q3: 633,908 shares; 2025Q4: 897,822 shares; 2026Q1: not reported; 2026Q2: 1,025,175 shares 1,025,175 $76.7M 1.22% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850,613 shares; 2024Q4: 901,745 shares; 2025Q1: 779,930 shares; 2025Q2: 886,902 shares; 2025Q3: 910,579 shares; 2025Q4: 750,239 shares; 2026Q1: 833,469 shares; 2026Q2: 830,390 shares 830,390 $76.1M 1.21% -3,079 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630,911 shares; 2024Q4: 715,665 shares; 2025Q1: 762,973 shares; 2025Q2: 929,019 shares; 2025Q3: 954,108 shares; 2025Q4: 1,352,189 shares; 2026Q1: 1,435,698 shares; 2026Q2: 1,478,317 shares 1,478,317 $74.1M 1.18% +42,619 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,445 shares; 2024Q4: 190,139 shares; 2025Q1: 187,669 shares; 2025Q2: 196,114 shares; 2025Q3: 198,757 shares; 2025Q4: 204,733 shares; 2026Q1: 197,338 shares; 2026Q2: 199,955 shares 199,955 $70M 1.11% +2,617 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,840 shares; 2024Q4: 181,944 shares; 2025Q1: 190,943 shares; 2025Q2: 190,106 shares; 2025Q3: 185,809 shares; 2025Q4: 183,452 shares; 2026Q1: 177,070 shares; 2026Q2: 181,657 shares 181,657 $68.6M 1.09% +4,587 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,485 shares; 2024Q4: 350,404 shares; 2025Q1: 348,851 shares; 2025Q2: 353,432 shares; 2025Q3: 390,472 shares; 2025Q4: 470,802 shares; 2026Q1: 457,070 shares; 2026Q2: 451,113 shares 451,113 $66.9M 1.06% -5,957 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 678,063 shares; 2024Q4: 719,920 shares; 2025Q1: 809,795 shares; 2025Q2: 848,269 shares; 2025Q3: 989,652 shares; 2025Q4: 1,027,225 shares; 2026Q1: 1,018,309 shares; 2026Q2: 1,058,974 shares 1,058,974 $62.4M 0.99% +40,665 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547,583 shares; 2024Q4: 576,526 shares; 2025Q1: 611,833 shares; 2025Q2: 653,877 shares; 2025Q3: 682,151 shares; 2025Q4: 729,589 shares; 2026Q1: not reported; 2026Q2: 674,848 shares 674,848 $60.6M 0.97% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871,164 shares; 2024Q4: 901,271 shares; 2025Q1: 902,012 shares; 2025Q2: 965,357 shares; 2025Q3: 952,207 shares; 2025Q4: 968,064 shares; 2026Q1: not reported; 2026Q2: 961,433 shares 961,433 $59.8M 0.95% new 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; 2024Q3: 347,210 shares; 2024Q4: 346,901 shares; 2025Q1: 346,766 shares; 2025Q2: 358,675 shares; 2025Q3: 333,553 shares; 2025Q4: 337,760 shares; 2026Q1: not reported; 2026Q2: 336,790 shares 336,790 $59.5M 0.95% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185,988 shares; 2024Q4: 1,208,755 shares; 2025Q1: 1,227,299 shares; 2025Q2: 1,333,263 shares; 2025Q3: 1,341,427 shares; 2025Q4: 998,661 shares; 2026Q1: not reported; 2026Q2: 1,171,791 shares 1,171,791 $59.3M 0.94% new Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111,227 shares; 2025Q4: 1,157,125 shares; 2026Q1: not reported; 2026Q2: 1,241,604 shares 1,241,604 $57.3M 0.91% new Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 711,694 shares; 2024Q4: 718,891 shares; 2025Q1: 705,042 shares; 2025Q2: 701,724 shares; 2025Q3: 726,238 shares; 2025Q4: 772,526 shares; 2026Q1: not reported; 2026Q2: 732,637 shares 732,637 $56.3M 0.9% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,014 shares; 2024Q4: 92,350 shares; 2025Q1: 105,934 shares; 2025Q2: 132,760 shares; 2025Q3: 144,311 shares; 2025Q4: 159,426 shares; 2026Q1: not reported; 2026Q2: 176,047 shares 176,047 $53.4M 0.85% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040,264 shares; 2024Q4: 1,041,762 shares; 2025Q1: 967,089 shares; 2025Q2: 931,595 shares; 2025Q3: 850,881 shares; 2025Q4: 776,549 shares; 2026Q1: 671,507 shares; 2026Q2: 699,025 shares 699,025 $52.8M 0.84% +27,518 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,930 shares; 2024Q4: 2,914 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206,326 shares; 2026Q1: not reported; 2026Q2: 206,739 shares 206,739 $52.1M 0.83% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,678 shares; 2024Q4: 27,042 shares; 2025Q1: 23,763 shares; 2025Q2: 25,611 shares; 2025Q3: 25,253 shares; 2025Q4: 65,731 shares; 2026Q1: 61,936 shares; 2026Q2: 63,186 shares 63,186 $47.3M 0.75% +1,250 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,395 shares; 2024Q4: 250,486 shares; 2025Q1: 271,126 shares; 2025Q2: 254,746 shares; 2025Q3: 266,949 shares; 2025Q4: 274,189 shares; 2026Q1: 280,056 shares; 2026Q2: 323,965 shares 323,965 $46M 0.73% +43,909 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,942 shares; 2024Q4: 28,819 shares; 2025Q1: 34,612 shares; 2025Q2: 49,325 shares; 2025Q3: 50,470 shares; 2025Q4: 59,475 shares; 2026Q1: 64,281 shares; 2026Q2: 61,460 shares 61,460 $45.9M 0.73% -2,821 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 718,411 shares; 2024Q4: 730,371 shares; 2025Q1: 712,893 shares; 2025Q2: 725,631 shares; 2025Q3: 730,643 shares; 2025Q4: 772,033 shares; 2026Q1: not reported; 2026Q2: 760,785 shares 760,785 $45.4M 0.72% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,291 shares; 2024Q4: 147,558 shares; 2025Q1: 136,228 shares; 2025Q2: 132,115 shares; 2025Q3: 133,252 shares; 2025Q4: 145,324 shares; 2026Q1: 130,075 shares; 2026Q2: 136,590 shares 136,590 $44.7M 0.71% +6,515 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,180 shares; 2024Q4: 71,421 shares; 2025Q1: 57,393 shares; 2025Q2: 59,061 shares; 2025Q3: 62,750 shares; 2025Q4: 138,874 shares; 2026Q1: 141,616 shares; 2026Q2: 144,788 shares 144,788 $43.9M 0.7% +3,172 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 904,878 shares; 2024Q4: 913,905 shares; 2025Q1: 889,962 shares; 2025Q2: 872,245 shares; 2025Q3: 913,369 shares; 2025Q4: 1,020,061 shares; 2026Q1: not reported; 2026Q2: 1,104,392 shares 1,104,392 $40.9M 0.65% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558,654 shares; 2024Q4: 564,828 shares; 2025Q1: 626,650 shares; 2025Q2: 661,833 shares; 2025Q3: 701,649 shares; 2025Q4: 689,445 shares; 2026Q1: 728,883 shares; 2026Q2: 764,963 shares 764,963 $39.6M 0.63% +36,080 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,906 shares; 2024Q4: 62,361 shares; 2025Q1: 43,104 shares; 2025Q2: 41,966 shares; 2025Q3: 42,655 shares; 2025Q4: 52,774 shares; 2026Q1: 48,641 shares; 2026Q2: 51,669 shares 51,669 $38M 0.61% +3,028 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,293 shares; 2024Q4: 301,610 shares; 2025Q1: 290,934 shares; 2025Q2: 286,266 shares; 2025Q3: 281,456 shares; 2025Q4: 287,153 shares; 2026Q1: not reported; 2026Q2: 518,113 shares 518,113 $38M 0.61% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,016 shares; 2024Q4: 45,888 shares; 2025Q1: 51,027 shares; 2025Q2: 49,539 shares; 2025Q3: 48,984 shares; 2025Q4: 87,962 shares; 2026Q1: 101,807 shares; 2026Q2: 102,623 shares 102,623 $38M 0.6% +816 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591,099 shares; 2024Q4: 660,834 shares; 2025Q1: 522,407 shares; 2025Q2: 663,339 shares; 2025Q3: 679,337 shares; 2025Q4: 651,213 shares; 2026Q1: 168,139 shares; 2026Q2: 367,161 shares 367,161 $37M 0.59% +199,022 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,485 shares; 2024Q4: 192,149 shares; 2025Q1: 204,485 shares; 2025Q2: 259,063 shares; 2025Q3: 297,212 shares; 2025Q4: 478,101 shares; 2026Q1: 482,740 shares; 2026Q2: 500,268 shares 500,268 $35.6M 0.57% +17,528 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,632 shares; 2024Q4: 120,789 shares; 2025Q1: 115,240 shares; 2025Q2: 118,661 shares; 2025Q3: 99,933 shares; 2025Q4: 119,458 shares; 2026Q1: 104,602 shares; 2026Q2: 106,122 shares 106,122 $35.6M 0.57% +1,520 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648,650 shares; 2024Q4: 626,102 shares; 2025Q1: 628,083 shares; 2025Q2: 614,337 shares; 2025Q3: 641,292 shares; 2025Q4: 704,003 shares; 2026Q1: not reported; 2026Q2: 720,910 shares 720,910 $35.5M 0.57% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,729 shares; 2025Q2: 98,095 shares; 2025Q3: 99,754 shares; 2025Q4: 334,486 shares; 2026Q1: 234,702 shares; 2026Q2: 248,149 shares 248,149 $31.7M 0.5% +13,447 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,400 shares; 2024Q4: 46,939 shares; 2025Q1: 52,663 shares; 2025Q2: 52,476 shares; 2025Q3: 58,342 shares; 2025Q4: 63,714 shares; 2026Q1: 50,466 shares; 2026Q2: 54,120 shares 54,120 $30.5M 0.49% +3,654 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,872 shares; 2024Q4: 59,495 shares; 2025Q1: 63,844 shares; 2025Q2: 64,319 shares; 2025Q3: 64,883 shares; 2025Q4: 76,609 shares; 2026Q1: 69,555 shares; 2026Q2: 69,230 shares 69,230 $29.1M 0.46% -325 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,731 shares; 2024Q4: 53,753 shares; 2025Q1: 37,529 shares; 2025Q2: 34,362 shares; 2025Q3: 31,628 shares; 2025Q4: 163,667 shares; 2026Q1: 154,709 shares; 2026Q2: 152,086 shares 152,086 $29M 0.46% -2,623 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 663,224 shares; 2024Q4: 688,504 shares; 2025Q1: 672,816 shares; 2025Q2: 702,397 shares; 2025Q3: 719,991 shares; 2025Q4: 768,934 shares; 2026Q1: not reported; 2026Q2: 931,763 shares 931,763 $27.7M 0.44% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,447 shares; 2024Q4: 274,246 shares; 2025Q1: 288,967 shares; 2025Q2: 260,959 shares; 2025Q3: 261,907 shares; 2025Q4: 276,985 shares; 2026Q1: 238,240 shares; 2026Q2: 242,329 shares 242,329 $27.4M 0.44% +4,089 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,780 shares; 2024Q4: 23,951 shares; 2025Q1: 20,497 shares; 2025Q2: 20,735 shares; 2025Q3: 20,940 shares; 2025Q4: 22,348 shares; 2026Q1: 20,366 shares; 2026Q2: 21,821 shares 21,821 $26.2M 0.42% +1,455 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,149 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,063 shares; 2025Q4: 166,397 shares; 2026Q1: 368,941 shares; 2026Q2: 376,762 shares 376,762 $25.8M 0.41% +7,821 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000,000 shares; 2024Q4: 1,000,000 shares; 2025Q1: 1,000,000 shares; 2025Q2: 1,000,000 shares; 2025Q3: 1,000,000 shares; 2025Q4: 1,000,000 shares; 2026Q1: 1,000,013 shares; 2026Q2: 1,000,059 shares 1,000,059 $24.7M 0.39% +46 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,395 shares; 2024Q4: 40,675 shares; 2025Q1: 40,684 shares; 2025Q2: 74,817 shares; 2025Q3: 81,115 shares; 2025Q4: 56,182 shares; 2026Q1: 57,968 shares; 2026Q2: 300,808 shares 300,808 $24.7M 0.39% +242,840 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,328 shares; 2024Q4: 6,355 shares; 2025Q1: 6,355 shares; 2025Q2: 182,914 shares; 2025Q3: 207,520 shares; 2025Q4: 198,096 shares; 2026Q1: not reported; 2026Q2: 164,587 shares 164,587 $23.3M 0.37% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,157 shares; 2024Q4: 20,706 shares; 2025Q1: 25,176 shares; 2025Q2: 19,984 shares; 2025Q3: 21,816 shares; 2025Q4: 22,420 shares; 2026Q1: 20,164 shares; 2026Q2: 21,818 shares 21,818 $23.2M 0.37% +1,654 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,632 shares; 2024Q4: 200,176 shares; 2025Q1: 197,603 shares; 2025Q2: 212,628 shares; 2025Q3: 204,320 shares; 2025Q4: 210,915 shares; 2026Q1: not reported; 2026Q2: 214,584 shares 214,584 $23.1M 0.37% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,048 shares; 2024Q4: 97,230 shares; 2025Q1: 89,792 shares; 2025Q2: 88,141 shares; 2025Q3: 86,996 shares; 2025Q4: 86,912 shares; 2026Q1: 81,992 shares; 2026Q2: 90,046 shares 90,046 $22.9M 0.36% +8,054 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,813 shares; 2024Q4: 111,242 shares; 2025Q1: 98,404 shares; 2025Q2: 139,759 shares; 2025Q3: 125,801 shares; 2025Q4: 235,195 shares; 2026Q1: 231,432 shares; 2026Q2: 235,416 shares 235,416 $22.7M 0.36% +3,984 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173,873 shares; 2026Q1: 448,298 shares; 2026Q2: 651,904 shares 651,904 $22.3M 0.36% +203,606 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,748 shares; 2024Q4: 68,318 shares; 2025Q1: 68,987 shares; 2025Q2: 71,109 shares; 2025Q3: 74,706 shares; 2025Q4: 75,224 shares; 2026Q1: 72,438 shares; 2026Q2: 87,916 shares 87,916 $22.1M 0.35% +15,478 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,077 shares; 2024Q4: 696,321 shares; 2025Q1: 651,139 shares; 2025Q2: 640,539 shares; 2025Q3: 666,972 shares; 2025Q4: 661,823 shares; 2026Q1: 690,238 shares; 2026Q2: 692,830 shares 692,830 $22M 0.35% +2,592 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,384 shares; 2024Q4: 212,684 shares; 2025Q1: 211,332 shares; 2025Q2: 212,879 shares; 2025Q3: 226,151 shares; 2025Q4: 389,351 shares; 2026Q1: not reported; 2026Q2: 526,067 shares 526,067 $21.8M 0.35% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,242 shares; 2024Q4: 25,142 shares; 2025Q1: 26,552 shares; 2025Q2: 30,490 shares; 2025Q3: 31,488 shares; 2025Q4: 29,968 shares; 2026Q1: not reported; 2026Q2: 29,325 shares 29,325 $21.2M 0.34% 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; 2024Q3: 54,547 shares; 2024Q4: 55,013 shares; 2025Q1: 55,247 shares; 2025Q2: 54,244 shares; 2025Q3: 53,570 shares; 2025Q4: 61,642 shares; 2026Q1: 53,636 shares; 2026Q2: 60,408 shares 60,408 $20.7M 0.33% +6,772 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,380 shares; 2024Q4: 30,121 shares; 2025Q1: 21,887 shares; 2025Q2: 28,982 shares; 2025Q3: 30,270 shares; 2025Q4: 43,734 shares; 2026Q1: 44,587 shares; 2026Q2: 34,822 shares 34,822 $20M 0.32% -9,765 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,191 shares; 2024Q4: 40,975 shares; 2025Q1: 54,571 shares; 2025Q2: 55,351 shares; 2025Q3: 80,200 shares; 2025Q4: 95,397 shares; 2026Q1: 37,520 shares; 2026Q2: 168,029 shares 168,029 $19.7M 0.31% +130,509 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,857 shares; 2024Q4: 22,579 shares; 2025Q1: 4,624 shares; 2025Q2: 13,634 shares; 2025Q3: 14,808 shares; 2025Q4: 203,921 shares; 2026Q1: not reported; 2026Q2: 189,942 shares 189,942 $19.7M 0.31% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,549 shares; 2024Q4: 116,909 shares; 2025Q1: 122,336 shares; 2025Q2: 129,323 shares; 2025Q3: 134,978 shares; 2025Q4: 165,772 shares; 2026Q1: 184,129 shares; 2026Q2: 167,839 shares 167,839 $19.7M 0.31% -16,290 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,129 shares; 2024Q4: 38,319 shares; 2025Q1: 31,637 shares; 2025Q2: 32,992 shares; 2025Q3: 36,521 shares; 2025Q4: 40,008 shares; 2026Q1: 42,039 shares; 2026Q2: 39,172 shares 39,172 $19.6M 0.31% -2,867 Timeline NEAR 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; 2024Q3: 87,170 shares; 2024Q4: 121,110 shares; 2025Q1: 141,383 shares; 2025Q2: 178,965 shares; 2025Q3: 193,863 shares; 2025Q4: 238,596 shares; 2026Q1: 307,924 shares; 2026Q2: 373,440 shares 373,440 $18.9M 0.3% +65,516 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,675 shares; 2024Q4: 25,396 shares; 2025Q1: 26,197 shares; 2025Q2: 26,778 shares; 2025Q3: 25,651 shares; 2025Q4: 257,188 shares; 2026Q1: 260,132 shares; 2026Q2: 264,077 shares 264,077 $18.8M 0.3% +3,945 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,092 shares; 2024Q4: 68,811 shares; 2025Q1: 69,535 shares; 2025Q2: 103,347 shares; 2025Q3: 132,486 shares; 2025Q4: 184,759 shares; 2026Q1: not reported; 2026Q2: 220,518 shares 220,518 $18.3M 0.29% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,560 shares; 2024Q4: 3,438 shares; 2025Q1: 3,871 shares; 2025Q2: 4,158 shares; 2025Q3: 4,137 shares; 2025Q4: 20,031 shares; 2026Q1: 19,189 shares; 2026Q2: 152,073 shares 152,073 $18.2M 0.29% +132,884 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,362 shares; 2024Q4: 47,181 shares; 2025Q1: 44,272 shares; 2025Q2: 44,038 shares; 2025Q3: 47,018 shares; 2025Q4: 54,113 shares; 2026Q1: 44,259 shares; 2026Q2: 50,578 shares 50,578 $17.8M 0.28% +6,319 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,331 shares; 2024Q4: 72,000 shares; 2025Q1: 78,634 shares; 2025Q2: 87,565 shares; 2025Q3: 93,638 shares; 2025Q4: 119,670 shares; 2026Q1: not reported; 2026Q2: 138,935 shares 138,935 $17.8M 0.28% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,659 shares; 2024Q4: 163,501 shares; 2025Q1: 160,023 shares; 2025Q2: 158,954 shares; 2025Q3: 147,087 shares; 2025Q4: 150,647 shares; 2026Q1: 127,494 shares; 2026Q2: 129,647 shares 129,647 $17.7M 0.28% +2,153 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,464 shares; 2025Q2: 60,215 shares; 2025Q3: 102,378 shares; 2025Q4: 194,503 shares; 2026Q1: not reported; 2026Q2: 214,100 shares 214,100 $17.5M 0.28% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,423 shares; 2024Q4: 4,604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 198,760 shares; 2026Q1: not reported; 2026Q2: 169,401 shares 169,401 $17.3M 0.28% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,675 shares; 2024Q4: 136,132 shares; 2025Q1: 159,576 shares; 2025Q2: 263,278 shares; 2025Q3: 284,297 shares; 2025Q4: 323,330 shares; 2026Q1: 383,264 shares; 2026Q2: 337,670 shares 337,670 $17.2M 0.27% -45,594 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,851 shares; 2024Q4: 49,027 shares; 2025Q1: 40,041 shares; 2025Q2: 40,121 shares; 2025Q3: 40,086 shares; 2025Q4: 47,162 shares; 2026Q1: 46,021 shares; 2026Q2: 45,173 shares 45,173 $16.6M 0.26% -848 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,264 shares; 2024Q4: 15,501 shares; 2025Q1: 14,020 shares; 2025Q2: 14,671 shares; 2025Q3: 15,185 shares; 2025Q4: 17,439 shares; 2026Q1: 18,150 shares; 2026Q2: 17,626 shares 17,626 $16.5M 0.26% -524 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,482 shares; 2024Q4: 32,905 shares; 2025Q1: 28,951 shares; 2025Q2: 58,655 shares; 2025Q3: 62,047 shares; 2025Q4: 78,762 shares; 2026Q1: not reported; 2026Q2: 77,827 shares 77,827 $16.3M 0.26% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,767 shares; 2024Q4: 7,519 shares; 2025Q1: 7,512 shares; 2025Q2: 10,147 shares; 2025Q3: 12,680 shares; 2025Q4: 16,213 shares; 2026Q1: 13,047 shares; 2026Q2: 13,809 shares 13,809 $15.4M 0.25% +762 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,385 shares; 2024Q4: 18,618 shares; 2025Q1: 44,654 shares; 2025Q2: 18,584 shares; 2025Q3: 17,085 shares; 2025Q4: 140,493 shares; 2026Q1: 79,022 shares; 2026Q2: 72,013 shares 72,013 $15.3M 0.24% -7,009 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,826 shares; 2024Q4: 170,180 shares; 2025Q1: 173,709 shares; 2025Q2: 264,089 shares; 2025Q3: 292,883 shares; 2025Q4: 282,251 shares; 2026Q1: 283,584 shares; 2026Q2: 261,047 shares 261,047 $15.2M 0.24% -22,537 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,784 shares; 2024Q4: 23,694 shares; 2025Q1: 20,125 shares; 2025Q2: 20,119 shares; 2025Q3: 18,942 shares; 2025Q4: 28,128 shares; 2026Q1: not reported; 2026Q2: 121,868 shares 121,868 $15.1M 0.24% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,666 shares; 2024Q4: 18,981 shares; 2025Q1: 21,131 shares; 2025Q2: 42,649 shares; 2025Q3: 42,359 shares; 2025Q4: 47,159 shares; 2026Q1: 44,308 shares; 2026Q2: 52,210 shares 52,210 $14.7M 0.23% +7,902 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,101 shares; 2024Q4: 140,028 shares; 2025Q1: 142,382 shares; 2025Q2: 140,991 shares; 2025Q3: 134,324 shares; 2025Q4: 173,484 shares; 2026Q1: 168,000 shares; 2026Q2: 180,068 shares 180,068 $14.6M 0.23% +12,068 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255,648 shares; 2026Q1: not reported; 2026Q2: 272,493 shares 272,493 $14.4M 0.23% new 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; 2024Q3: 5,823 shares; 2024Q4: 5,459 shares; 2025Q1: 5,095 shares; 2025Q2: 5,696 shares; 2025Q3: 5,703 shares; 2025Q4: 34,710 shares; 2026Q1: 33,453 shares; 2026Q2: 163,277 shares 163,277 $14.4M 0.23% +129,824 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,761 shares; 2024Q4: 207,198 shares; 2025Q1: 205,936 shares; 2025Q2: 210,411 shares; 2025Q3: 224,711 shares; 2025Q4: 233,354 shares; 2026Q1: not reported; 2026Q2: 251,375 shares 251,375 $14.3M 0.23% new Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,533 shares; 2024Q4: 109,418 shares; 2025Q1: 109,266 shares; 2025Q2: 109,751 shares; 2025Q3: 108,615 shares; 2025Q4: 108,304 shares; 2026Q1: not reported; 2026Q2: 106,738 shares 106,738 $14.2M 0.23% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,264 shares; 2026Q1: not reported; 2026Q2: 128,033 shares 128,033 $14.1M 0.22% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,807 shares; 2024Q4: 24,979 shares; 2025Q1: 20,542 shares; 2025Q2: 32,426 shares; 2025Q3: 100,086 shares; 2025Q4: 80,755 shares; 2026Q1: 157,435 shares; 2026Q2: 160,282 shares 160,282 $14.1M 0.22% +2,847 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,395 shares; 2025Q2: 25,395 shares; 2025Q3: 25,540 shares; 2025Q4: 134,359 shares; 2026Q1: not reported; 2026Q2: 166,905 shares 166,905 $13.7M 0.22% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,132 shares; 2024Q4: 56,813 shares; 2025Q1: 53,271 shares; 2025Q2: 53,252 shares; 2025Q3: 55,016 shares; 2025Q4: 61,711 shares; 2026Q1: 62,944 shares; 2026Q2: 71,822 shares 71,822 $13.6M 0.22% +8,878 Timeline AFIF HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,441,393 shares 1,441,393 $13.6M 0.22% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,231 shares; 2025Q2: 12,111 shares; 2025Q3: 18,797 shares; 2025Q4: 240,475 shares; 2026Q1: not reported; 2026Q2: 327,969 shares 327,969 $13.5M 0.22% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,723 shares; 2024Q4: 152,572 shares; 2025Q1: 141,435 shares; 2025Q2: 141,523 shares; 2025Q3: 176,454 shares; 2025Q4: 243,079 shares; 2026Q1: 175,170 shares; 2026Q2: 319,430 shares 319,430 $13.5M 0.22% +144,260 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,184 shares; 2024Q4: 26,148 shares; 2025Q1: 19,830 shares; 2025Q2: 17,780 shares; 2025Q3: 17,498 shares; 2025Q4: 266,183 shares; 2026Q1: 297,107 shares; 2026Q2: 312,080 shares 312,080 $13.5M 0.21% +14,973 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,523 shares; 2025Q2: 41,972 shares; 2025Q3: 43,523 shares; 2025Q4: 206,028 shares; 2026Q1: not reported; 2026Q2: 247,434 shares 247,434 $13.4M 0.21% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,146 shares; 2024Q4: 21,925 shares; 2025Q1: 23,748 shares; 2025Q2: 24,817 shares; 2025Q3: 27,191 shares; 2025Q4: 26,895 shares; 2026Q1: not reported; 2026Q2: 26,210 shares 26,210 $13.1M 0.21% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,220 shares; 2024Q4: 198,386 shares; 2025Q1: 186,546 shares; 2025Q2: 252,879 shares; 2025Q3: 278,020 shares; 2025Q4: 274,543 shares; 2026Q1: not reported; 2026Q2: 260,635 shares 260,635 $13.1M 0.21% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,930 shares; 2024Q4: 13,638 shares; 2025Q1: 12,655 shares; 2025Q2: 13,218 shares; 2025Q3: 14,136 shares; 2025Q4: 14,904 shares; 2026Q1: 13,329 shares; 2026Q2: 13,250 shares 13,250 $12.9M 0.21% -79 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,333 shares; 2024Q4: 65,179 shares; 2025Q1: 62,461 shares; 2025Q2: 63,839 shares; 2025Q3: 64,964 shares; 2025Q4: 70,394 shares; 2026Q1: 73,273 shares; 2026Q2: 77,644 shares 77,644 $12.9M 0.2% +4,371 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,615 shares; 2024Q4: 97,421 shares; 2025Q1: 90,387 shares; 2025Q2: 90,641 shares; 2025Q3: 92,604 shares; 2025Q4: 88,239 shares; 2026Q1: 83,890 shares; 2026Q2: 87,719 shares 87,719 $12.9M 0.2% +3,829 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,013 shares; 2024Q4: 33,295 shares; 2025Q1: 31,811 shares; 2025Q2: 44,587 shares; 2025Q3: 55,879 shares; 2025Q4: 63,094 shares; 2026Q1: 63,601 shares; 2026Q2: 72,625 shares 72,625 $12.8M 0.2% +9,024 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,119 shares; 2024Q4: 44,747 shares; 2025Q1: 59,976 shares; 2025Q2: 162,649 shares; 2025Q3: 150,833 shares; 2025Q4: 166,557 shares; 2026Q1: 82,534 shares; 2026Q2: 79,108 shares 79,108 $12.8M 0.2% -3,426 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,003 shares; 2024Q4: 5,776 shares; 2025Q1: 3,764 shares; 2025Q2: 4,392 shares; 2025Q3: 4,139 shares; 2025Q4: 4,846 shares; 2026Q1: not reported; 2026Q2: 16,107 shares 16,107 $12.3M 0.2% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,222 shares; 2024Q4: 7,350 shares; 2025Q1: 6,747 shares; 2025Q2: 7,687 shares; 2025Q3: 7,761 shares; 2025Q4: 76,550 shares; 2026Q1: 77,423 shares; 2026Q2: 76,795 shares 76,795 $12.1M 0.19% -628 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,203 shares; 2024Q4: 47,297 shares; 2025Q1: 13,725 shares; 2025Q2: 22,991 shares; 2025Q3: 54,747 shares; 2025Q4: 104,840 shares; 2026Q1: 91,206 shares; 2026Q2: 101,975 shares 101,975 $12.1M 0.19% +10,769 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,055 shares; 2024Q4: not reported; 2025Q1: 145,265 shares; 2025Q2: 140,863 shares; 2025Q3: 149,838 shares; 2025Q4: 276,967 shares; 2026Q1: not reported; 2026Q2: 272,906 shares 272,906 $12.1M 0.19% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,484 shares; 2024Q4: 5,798 shares; 2025Q1: 20,932 shares; 2025Q2: 17,182 shares; 2025Q3: 17,224 shares; 2025Q4: 17,493 shares; 2026Q1: 16,634 shares; 2026Q2: 16,896 shares 16,896 $12.1M 0.19% +262 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,146 shares; 2025Q3: 122,314 shares; 2025Q4: 119,111 shares; 2026Q1: not reported; 2026Q2: 116,832 shares 116,832 $11.9M 0.19% new 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; 2024Q3: 3,228 shares; 2024Q4: 3,248 shares; 2025Q1: 4,586 shares; 2025Q2: 4,663 shares; 2025Q3: 4,768 shares; 2025Q4: 39,547 shares; 2026Q1: 40,040 shares; 2026Q2: 39,501 shares 39,501 $11.8M 0.19% -539 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,910 shares; 2025Q1: 10,663 shares; 2025Q2: 10,677 shares; 2025Q3: 13,665 shares; 2025Q4: 32,807 shares; 2026Q1: 26,857 shares; 2026Q2: 27,030 shares 27,030 $11.7M 0.19% +173 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,381 shares; 2024Q4: 20,130 shares; 2025Q1: 16,735 shares; 2025Q2: 20,259 shares; 2025Q3: 19,389 shares; 2025Q4: 17,876 shares; 2026Q1: 106,025 shares; 2026Q2: 123,750 shares 123,750 $11.7M 0.19% +17,725 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,225 shares; 2024Q4: 21,759 shares; 2025Q1: 22,111 shares; 2025Q2: 23,782 shares; 2025Q3: 24,429 shares; 2025Q4: 205,922 shares; 2026Q1: not reported; 2026Q2: 230,934 shares 230,934 $11.5M 0.18% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,949 shares; 2024Q4: 175,883 shares; 2025Q1: 178,446 shares; 2025Q2: 145,154 shares; 2025Q3: 136,367 shares; 2025Q4: 187,363 shares; 2026Q1: 169,595 shares; 2026Q2: 377,760 shares 377,760 $11.1M 0.18% +208,165 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,605 shares; 2025Q1: 51,490 shares; 2025Q2: 141,567 shares; 2025Q3: 158,415 shares; 2025Q4: 200,500 shares; 2026Q1: 228,168 shares; 2026Q2: 205,486 shares 205,486 $11M 0.17% -22,682 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,471 shares; 2024Q4: 153,092 shares; 2025Q1: 76,047 shares; 2025Q2: 76,910 shares; 2025Q3: 82,720 shares; 2025Q4: 86,715 shares; 2026Q1: 87,833 shares; 2026Q2: 77,389 shares 77,389 $10.8M 0.17% -10,444 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 352,225 shares; 2026Q1: not reported; 2026Q2: 428,367 shares 428,367 $10.7M 0.17% new Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 379,394 shares; 2026Q1: not reported; 2026Q2: 421,802 shares 421,802 $10.4M 0.17% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595,428 shares; 2024Q4: 604,876 shares; 2025Q1: 451,699 shares; 2025Q2: 126,401 shares; 2025Q3: 124,702 shares; 2025Q4: 185,609 shares; 2026Q1: not reported; 2026Q2: 236,958 shares 236,958 $10.3M 0.16% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,756 shares; 2024Q4: 192,032 shares; 2025Q1: 185,673 shares; 2025Q2: 192,560 shares; 2025Q3: 191,881 shares; 2025Q4: 179,953 shares; 2026Q1: not reported; 2026Q2: 169,765 shares 169,765 $10.3M 0.16% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,634 shares; 2024Q4: 11,759 shares; 2025Q1: 20,709 shares; 2025Q2: 58,963 shares; 2025Q3: 50,939 shares; 2025Q4: 57,558 shares; 2026Q1: not reported; 2026Q2: 47,260 shares 47,260 $10.3M 0.16% new Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412,651 shares; 2025Q3: 423,928 shares; 2025Q4: 453,243 shares; 2026Q1: 488,668 shares; 2026Q2: 525,636 shares 525,636 $10.3M 0.16% +36,968 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,181 shares; 2024Q4: 33,841 shares; 2025Q1: 34,875 shares; 2025Q2: 37,485 shares; 2025Q3: 40,390 shares; 2025Q4: 73,039 shares; 2026Q1: not reported; 2026Q2: 106,236 shares 106,236 $10.3M 0.16% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,613 shares; 2024Q4: 230,234 shares; 2025Q1: 249,674 shares; 2025Q2: 264,993 shares; 2025Q3: 276,608 shares; 2025Q4: 464,568 shares; 2026Q1: not reported; 2026Q2: 377,555 shares 377,555 $10.2M 0.16% new Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 194,921 shares; 2025Q1: 199,101 shares; 2025Q2: 248,200 shares; 2025Q3: 248,066 shares; 2025Q4: 284,174 shares; 2026Q1: not reported; 2026Q2: 309,272 shares 309,272 $10.2M 0.16% new Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265,798 shares 265,798 $10.2M 0.16% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,793 shares; 2024Q4: 74,615 shares; 2025Q1: 82,185 shares; 2025Q2: 104,184 shares; 2025Q3: 117,994 shares; 2025Q4: 110,547 shares; 2026Q1: 111,920 shares; 2026Q2: 117,252 shares 117,252 $10.1M 0.16% +5,332 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195,887 shares; 2026Q1: not reported; 2026Q2: 174,620 shares 174,620 $10.1M 0.16% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,753 shares; 2024Q4: 70,246 shares; 2025Q1: 70,444 shares; 2025Q2: 69,040 shares; 2025Q3: 69,574 shares; 2025Q4: 67,259 shares; 2026Q1: 69,474 shares; 2026Q2: 73,888 shares 73,888 $10M 0.16% +4,414 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,636 shares; 2024Q4: 16,492 shares; 2025Q1: 16,512 shares; 2025Q2: 15,767 shares; 2025Q3: 16,102 shares; 2025Q4: 18,707 shares; 2026Q1: 19,060 shares; 2026Q2: 19,139 shares 19,139 $9.93M 0.16% +79 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,993 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,708 shares 24,708 $9.75M 0.16% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,638 shares; 2024Q4: 246,628 shares; 2025Q1: 254,561 shares; 2025Q2: 362,965 shares; 2025Q3: 420,468 shares; 2025Q4: 290,158 shares; 2026Q1: 296,950 shares; 2026Q2: 313,579 shares 313,579 $9.6M 0.15% +16,629 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,942 shares; 2024Q4: 33,583 shares; 2025Q1: 101,654 shares; 2025Q2: 75,646 shares; 2025Q3: 86,602 shares; 2025Q4: 170,086 shares; 2026Q1: 186,336 shares; 2026Q2: 206,221 shares 206,221 $9.5M 0.15% +19,885 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,870 shares; 2024Q4: 20,240 shares; 2025Q1: 19,344 shares; 2025Q2: 17,796 shares; 2025Q3: 14,145 shares; 2025Q4: 58,080 shares; 2026Q1: not reported; 2026Q2: 57,114 shares 57,114 $9.35M 0.15% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,989 shares; 2024Q4: 108,818 shares; 2025Q1: 107,984 shares; 2025Q2: 107,510 shares; 2025Q3: 106,154 shares; 2025Q4: 115,494 shares; 2026Q1: 104,785 shares; 2026Q2: 104,425 shares 104,425 $9.17M 0.15% -360 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,583 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,394 shares; 2025Q4: 61,102 shares; 2026Q1: not reported; 2026Q2: 53,723 shares 53,723 $9.14M 0.15% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,815 shares; 2024Q4: 43,756 shares; 2025Q1: 32,068 shares; 2025Q2: 21,338 shares; 2025Q3: 21,424 shares; 2025Q4: 31,492 shares; 2026Q1: not reported; 2026Q2: 30,927 shares 30,927 $8.99M 0.14% new Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,739 shares; 2024Q4: 339,606 shares; 2025Q1: 343,820 shares; 2025Q2: 368,613 shares; 2025Q3: 377,071 shares; 2025Q4: 388,632 shares; 2026Q1: not reported; 2026Q2: 430,895 shares 430,895 $8.95M 0.14% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,420 shares; 2024Q4: 131,649 shares; 2025Q1: 301,404 shares; 2025Q2: 245,803 shares; 2025Q3: 223,222 shares; 2025Q4: 209,965 shares; 2026Q1: 210,199 shares; 2026Q2: 194,598 shares 194,598 $8.85M 0.14% -15,601 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,936 shares; 2024Q4: 60,707 shares; 2025Q1: 71,831 shares; 2025Q2: 96,870 shares; 2025Q3: 117,588 shares; 2025Q4: 172,025 shares; 2026Q1: not reported; 2026Q2: 172,039 shares 172,039 $8.69M 0.14% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,854 shares; 2024Q4: 121,433 shares; 2025Q1: 130,099 shares; 2025Q2: 130,742 shares; 2025Q3: 139,998 shares; 2025Q4: 140,663 shares; 2026Q1: 132,444 shares; 2026Q2: 95,207 shares 95,207 $8.64M 0.14% -37,237 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,310 shares; 2025Q4: 76,545 shares; 2026Q1: not reported; 2026Q2: 100,477 shares 100,477 $8.59M 0.14% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466,815 shares; 2024Q4: 498,977 shares; 2025Q1: 481,005 shares; 2025Q2: 434,823 shares; 2025Q3: 579,128 shares; 2025Q4: 630,786 shares; 2026Q1: not reported; 2026Q2: 337,256 shares 337,256 $8.58M 0.14% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,128 shares; 2024Q4: 68,028 shares; 2025Q1: 63,717 shares; 2025Q2: 74,165 shares; 2025Q3: 78,708 shares; 2025Q4: 157,872 shares; 2026Q1: 104,007 shares; 2026Q2: 108,452 shares 108,452 $8.57M 0.14% +4,445 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,579 shares; 2025Q2: 40,161 shares; 2025Q3: 42,103 shares; 2025Q4: 43,206 shares; 2026Q1: not reported; 2026Q2: 346,856 shares 346,856 $8.45M 0.13% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,690 shares; 2024Q4: 193,525 shares; 2025Q1: 251,031 shares; 2025Q2: 339,826 shares; 2025Q3: 365,785 shares; 2025Q4: 439,959 shares; 2026Q1: not reported; 2026Q2: 177,670 shares 177,670 $8.39M 0.13% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,020 shares; 2024Q4: 80,425 shares; 2025Q1: 78,411 shares; 2025Q2: 71,379 shares; 2025Q3: 72,835 shares; 2025Q4: 94,154 shares; 2026Q1: 102,783 shares; 2026Q2: 102,856 shares 102,856 $8.34M 0.13% +73 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,129 shares; 2025Q2: 84,129 shares; 2025Q3: 84,129 shares; 2025Q4: 136,772 shares; 2026Q1: not reported; 2026Q2: 195,348 shares 195,348 $8.15M 0.13% new Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160,435 shares 160,435 $8.12M 0.13% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,443 shares; 2024Q4: 12,536 shares; 2025Q1: 13,030 shares; 2025Q2: 22,253 shares; 2025Q3: 17,948 shares; 2025Q4: 20,023 shares; 2026Q1: 21,480 shares; 2026Q2: 21,722 shares 21,722 $8.12M 0.13% +242 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,479 shares; 2024Q4: 100,582 shares; 2025Q1: 98,383 shares; 2025Q2: 95,315 shares; 2025Q3: 101,900 shares; 2025Q4: 118,351 shares; 2026Q1: 73,285 shares; 2026Q2: 69,497 shares 69,497 $8.08M 0.13% -3,788 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,001 shares; 2024Q4: 74,591 shares; 2025Q1: 68,214 shares; 2025Q2: 67,889 shares; 2025Q3: 65,522 shares; 2025Q4: 66,373 shares; 2026Q1: not reported; 2026Q2: 62,830 shares 62,830 $8.07M 0.13% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,715 shares; 2024Q4: 9,057 shares; 2025Q1: 27,146 shares; 2025Q2: 116,539 shares; 2025Q3: 51,472 shares; 2025Q4: 64,262 shares; 2026Q1: not reported; 2026Q2: 96,343 shares 96,343 $8.07M 0.13% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,420 shares; 2025Q1: 28,992 shares; 2025Q2: 29,031 shares; 2025Q3: 28,827 shares; 2025Q4: 42,215 shares; 2026Q1: 45,563 shares; 2026Q2: 44,421 shares 44,421 $8.05M 0.13% -1,142 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,934 shares; 2024Q4: 14,875 shares; 2025Q1: 13,464 shares; 2025Q2: 13,872 shares; 2025Q3: 13,578 shares; 2025Q4: 16,626 shares; 2026Q1: 14,819 shares; 2026Q2: 15,631 shares 15,631 $8.03M 0.13% +812 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,669 shares; 2024Q4: 117,930 shares; 2025Q1: 75,759 shares; 2025Q2: 76,718 shares; 2025Q3: 78,037 shares; 2025Q4: 93,889 shares; 2026Q1: not reported; 2026Q2: 158,395 shares 158,395 $8.01M 0.13% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,280 shares; 2024Q4: 32,396 shares; 2025Q1: 57,965 shares; 2025Q2: 58,815 shares; 2025Q3: 69,222 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,526 shares 53,526 $7.84M 0.12% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,354 shares; 2024Q4: 29,120 shares; 2025Q1: 29,737 shares; 2025Q2: 36,526 shares; 2025Q3: 40,426 shares; 2025Q4: 54,291 shares; 2026Q1: not reported; 2026Q2: 62,845 shares 62,845 $7.84M 0.12% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,020 shares; 2024Q4: 47,942 shares; 2025Q1: 31,237 shares; 2025Q2: 44,164 shares; 2025Q3: 34,623 shares; 2025Q4: 35,096 shares; 2026Q1: not reported; 2026Q2: 25,964 shares 25,964 $7.8M 0.12% new Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448,218 shares; 2024Q4: 472,568 shares; 2025Q1: 488,573 shares; 2025Q2: 487,494 shares; 2025Q3: 509,810 shares; 2025Q4: 540,241 shares; 2026Q1: not reported; 2026Q2: 602,122 shares 602,122 $7.8M 0.12% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,819 shares; 2024Q4: 67,109 shares; 2025Q1: 66,462 shares; 2025Q2: 67,798 shares; 2025Q3: 67,282 shares; 2025Q4: 67,442 shares; 2026Q1: 74,973 shares; 2026Q2: 79,868 shares 79,868 $7.69M 0.12% +4,895 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145,492 shares; 2025Q2: 172,020 shares; 2025Q3: 159,462 shares; 2025Q4: 176,122 shares; 2026Q1: not reported; 2026Q2: 276,924 shares 276,924 $7.67M 0.12% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,299 shares; 2024Q4: 4,190 shares; 2025Q1: 1,953 shares; 2025Q2: 4,027 shares; 2025Q3: 10,378 shares; 2025Q4: 19,988 shares; 2026Q1: 18,396 shares; 2026Q2: 17,987 shares 17,987 $7.66M 0.12% -409 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,975 shares; 2024Q4: 9,916 shares; 2025Q1: 20,173 shares; 2025Q2: 23,038 shares; 2025Q3: 24,849 shares; 2025Q4: 27,280 shares; 2026Q1: 16,664 shares; 2026Q2: 15,998 shares 15,998 $7.64M 0.12% -666 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,893 shares; 2024Q4: 175,047 shares; 2025Q1: 262,006 shares; 2025Q2: 233,778 shares; 2025Q3: 159,788 shares; 2025Q4: 148,621 shares; 2026Q1: 148,005 shares; 2026Q2: 134,823 shares 134,823 $7.61M 0.12% -13,182 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,300 shares; 2024Q4: 54,363 shares; 2025Q1: 57,171 shares; 2025Q2: 58,610 shares; 2025Q3: 57,153 shares; 2025Q4: 58,799 shares; 2026Q1: 40,867 shares; 2026Q2: 54,356 shares 54,356 $7.61M 0.12% +13,489 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,125 shares; 2024Q4: 4,125 shares; 2025Q1: 4,125 shares; 2025Q2: 3,689 shares; 2025Q3: 3,689 shares; 2025Q4: 76,766 shares; 2026Q1: 77,900 shares; 2026Q2: 82,004 shares 82,004 $7.56M 0.12% +4,104 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,616 shares; 2025Q2: 79,007 shares; 2025Q3: 92,475 shares; 2025Q4: 224,498 shares; 2026Q1: not reported; 2026Q2: 161,241 shares 161,241 $7.56M 0.12% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,913 shares; 2024Q4: 4,036 shares; 2025Q1: 5,619 shares; 2025Q2: 6,591 shares; 2025Q3: 6,560 shares; 2025Q4: 6,654 shares; 2026Q1: 7,013 shares; 2026Q2: 6,427 shares 6,427 $7.55M 0.12% -586 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426,592 shares; 2024Q4: 444,750 shares; 2025Q1: 449,754 shares; 2025Q2: 460,307 shares; 2025Q3: 474,234 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 624,690 shares 624,690 $7.52M 0.12% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,151 shares; 2024Q4: 10,151 shares; 2025Q1: 10,151 shares; 2025Q2: 10,151 shares; 2025Q3: 10,151 shares; 2025Q4: 10,438 shares; 2026Q1: 10,438 shares; 2026Q2: 298,963 shares 298,963 $7.48M 0.12% +288,525 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,063 shares; 2024Q4: 35,978 shares; 2025Q1: 39,310 shares; 2025Q2: 42,883 shares; 2025Q3: 47,077 shares; 2025Q4: 95,138 shares; 2026Q1: not reported; 2026Q2: 81,667 shares 81,667 $7.45M 0.12% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,384 shares; 2024Q4: 7,964 shares; 2025Q1: 10,347 shares; 2025Q2: 18,666 shares; 2025Q3: 17,447 shares; 2025Q4: 25,153 shares; 2026Q1: not reported; 2026Q2: 22,179 shares 22,179 $7.43M 0.12% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,784 shares 67,784 $7.39M 0.12% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,729 shares; 2024Q4: 18,225 shares; 2025Q1: 19,474 shares; 2025Q2: 25,256 shares; 2025Q3: 38,325 shares; 2025Q4: 46,013 shares; 2026Q1: not reported; 2026Q2: 52,315 shares 52,315 $7.2M 0.11% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,004 shares; 2024Q4: 26,381 shares; 2025Q1: 38,634 shares; 2025Q2: 95,507 shares; 2025Q3: 123,861 shares; 2025Q4: 142,098 shares; 2026Q1: 131,660 shares; 2026Q2: 135,742 shares 135,742 $7.11M 0.11% +4,082 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,037 shares; 2025Q3: 11,420 shares; 2025Q4: 12,956 shares; 2026Q1: 70,947 shares; 2026Q2: 83,410 shares 83,410 $6.88M 0.11% +12,463 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,955 shares; 2026Q1: not reported; 2026Q2: 7,992 shares 7,992 $6.86M 0.11% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,721 shares; 2024Q4: 25,797 shares; 2025Q1: 2,126 shares; 2025Q2: 13,094 shares; 2025Q3: 8,753 shares; 2025Q4: 62,227 shares; 2026Q1: not reported; 2026Q2: 63,738 shares 63,738 $6.83M 0.11% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,241 shares; 2024Q4: 18,710 shares; 2025Q1: 15,014 shares; 2025Q2: 14,823 shares; 2025Q3: 14,783 shares; 2025Q4: 17,827 shares; 2026Q1: not reported; 2026Q2: 46,590 shares 46,590 $6.81M 0.11% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,261 shares; 2024Q4: 7,198 shares; 2025Q1: 57,126 shares; 2025Q2: 55,741 shares; 2025Q3: 58,799 shares; 2025Q4: 88,898 shares; 2026Q1: not reported; 2026Q2: 96,061 shares 96,061 $6.71M 0.11% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 794 shares; 2025Q1: 18,577 shares; 2025Q2: 19,102 shares; 2025Q3: 20,195 shares; 2025Q4: 20,642 shares; 2026Q1: 20,319 shares; 2026Q2: 19,500 shares 19,500 $6.66M 0.11% -819 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; 2024Q3: 18,162 shares; 2024Q4: 20,070 shares; 2025Q1: 21,901 shares; 2025Q2: 28,359 shares; 2025Q3: 33,013 shares; 2025Q4: 64,121 shares; 2026Q1: not reported; 2026Q2: 74,484 shares 74,484 $6.64M 0.11% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,111 shares; 2024Q4: 1,416 shares; 2025Q1: 3,101 shares; 2025Q2: 4,070 shares; 2025Q3: 3,491 shares; 2025Q4: 3,364 shares; 2026Q1: 3,855 shares; 2026Q2: 3,297 shares 3,297 $6.56M 0.1% -558 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,326 shares; 2025Q4: 4,342 shares; 2026Q1: not reported; 2026Q2: 92,489 shares 92,489 $6.48M 0.1% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,418 shares; 2024Q4: 6,535 shares; 2025Q1: 6,840 shares; 2025Q2: 20,795 shares; 2025Q3: 13,358 shares; 2025Q4: 16,052 shares; 2026Q1: not reported; 2026Q2: 74,625 shares 74,625 $6.43M 0.1% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: not reported; 2025Q1: 89,095 shares; 2025Q2: 81,398 shares; 2025Q3: 80,177 shares; 2025Q4: 87,707 shares; 2026Q1: not reported; 2026Q2: 126,012 shares 126,012 $6.38M 0.1% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,130 shares; 2024Q4: 39,172 shares; 2025Q1: 42,141 shares; 2025Q2: 40,635 shares; 2025Q3: 40,710 shares; 2025Q4: 42,736 shares; 2026Q1: 43,059 shares; 2026Q2: 46,134 shares 46,134 $6.31M 0.1% +3,075 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,086 shares; 2026Q2: 175,776 shares 175,776 $5.95M 0.09% +157,690 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,645 shares; 2024Q4: 40,791 shares; 2025Q1: 41,531 shares; 2025Q2: 44,362 shares; 2025Q3: 47,787 shares; 2025Q4: 74,345 shares; 2026Q1: not reported; 2026Q2: 104,906 shares 104,906 $5.84M 0.09% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,331 shares; 2024Q4: 23,183 shares; 2025Q1: 22,703 shares; 2025Q2: 42,007 shares; 2025Q3: 100,354 shares; 2025Q4: 116,400 shares; 2026Q1: 124,172 shares; 2026Q2: 122,989 shares 122,989 $5.83M 0.09% -1,183 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,510 shares; 2025Q2: 35,122 shares; 2025Q3: 97,608 shares; 2025Q4: 263,357 shares; 2026Q1: 204,367 shares; 2026Q2: 221,553 shares 221,553 $5.81M 0.09% +17,186 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,006 shares; 2024Q4: 6,796 shares; 2025Q1: 6,553 shares; 2025Q2: 7,065 shares; 2025Q3: 7,155 shares; 2025Q4: 7,906 shares; 2026Q1: 7,740 shares; 2026Q2: 9,158 shares 9,158 $5.81M 0.09% +1,418 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,288 shares 50,288 $5.79M 0.09% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,477 shares; 2024Q4: 26,646 shares; 2025Q1: 25,434 shares; 2025Q2: 25,052 shares; 2025Q3: 23,252 shares; 2025Q4: 24,101 shares; 2026Q1: 22,406 shares; 2026Q2: 21,406 shares 21,406 $5.79M 0.09% -1,000 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,413 shares; 2026Q1: not reported; 2026Q2: 43,453 shares 43,453 $5.75M 0.09% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,158 shares; 2024Q4: 36,452 shares; 2025Q1: 200,258 shares; 2025Q2: 199,846 shares; 2025Q3: 190,773 shares; 2025Q4: 175,459 shares; 2026Q1: not reported; 2026Q2: 196,471 shares 196,471 $5.69M 0.09% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,414 shares; 2024Q4: 54,112 shares; 2025Q1: 45,627 shares; 2025Q2: 49,222 shares; 2025Q3: 43,391 shares; 2025Q4: 48,233 shares; 2026Q1: not reported; 2026Q2: 39,228 shares 39,228 $5.62M 0.09% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,685 shares; 2024Q4: 12,730 shares; 2025Q1: 13,016 shares; 2025Q2: 13,283 shares; 2025Q3: 13,743 shares; 2025Q4: 15,714 shares; 2026Q1: not reported; 2026Q2: 16,543 shares 16,543 $5.6M 0.09% new Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143,783 shares; 2026Q2: 152,069 shares 152,069 $5.56M 0.09% +8,286 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,196 shares; 2024Q4: 3,127 shares; 2025Q1: 42,973 shares; 2025Q2: 2,978 shares; 2025Q3: 2,882 shares; 2025Q4: 5,083 shares; 2026Q1: not reported; 2026Q2: 35,164 shares 35,164 $5.52M 0.09% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,397 shares; 2024Q4: 12,358 shares; 2025Q1: 11,637 shares; 2025Q2: 16,635 shares; 2025Q3: 17,884 shares; 2025Q4: 20,760 shares; 2026Q1: not reported; 2026Q2: 24,961 shares 24,961 $5.5M 0.09% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,898 shares; 2025Q1: 30,524 shares; 2025Q2: 36,971 shares; 2025Q3: 36,986 shares; 2025Q4: 38,145 shares; 2026Q1: 38,900 shares; 2026Q2: 41,214 shares 41,214 $5.49M 0.09% +2,314 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181,494 shares; 2026Q1: not reported; 2026Q2: 181,283 shares 181,283 $5.44M 0.09% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,659 shares 28,659 $5.4M 0.09% new Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,804 shares; 2024Q4: 7,703 shares; 2025Q1: 8,017 shares; 2025Q2: 7,475 shares; 2025Q3: 33,932 shares; 2025Q4: 34,943 shares; 2026Q1: 36,607 shares; 2026Q2: 41,199 shares 41,199 $5.36M 0.09% +4,592 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,362 shares; 2024Q4: 4,564 shares; 2025Q1: not reported; 2025Q2: 4,077 shares; 2025Q3: 3,086 shares; 2025Q4: 38,187 shares; 2026Q1: not reported; 2026Q2: 45,415 shares 45,415 $5.33M 0.08% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,016 shares; 2024Q4: 10,516 shares; 2025Q1: 11,792 shares; 2025Q2: 10,466 shares; 2025Q3: 16,638 shares; 2025Q4: 14,109 shares; 2026Q1: 16,141 shares; 2026Q2: 14,656 shares 14,656 $5.31M 0.08% -1,485 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193,369 shares; 2026Q1: not reported; 2026Q2: 188,532 shares 188,532 $5.26M 0.08% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 7 shares; 2026Q1: not reported; 2026Q2: 7 shares 7 $5.24M 0.08% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,545 shares; 2024Q4: 3,548 shares; 2025Q1: not reported; 2025Q2: 982 shares; 2025Q3: 960 shares; 2025Q4: 14,493 shares; 2026Q1: not reported; 2026Q2: 13,089 shares 13,089 $5.2M 0.08% 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; 2024Q3: 30,090 shares; 2024Q4: 33,716 shares; 2025Q1: 29,096 shares; 2025Q2: 30,444 shares; 2025Q3: 32,452 shares; 2025Q4: 43,186 shares; 2026Q1: 43,586 shares; 2026Q2: 28,119 shares 28,119 $5.2M 0.08% -15,467 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,509 shares; 2024Q4: 15,061 shares; 2025Q1: 14,540 shares; 2025Q2: 4,215 shares; 2025Q3: 9,274 shares; 2025Q4: 31,684 shares; 2026Q1: 34,555 shares; 2026Q2: 32,730 shares 32,730 $5.19M 0.08% -1,825 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,214 shares; 2026Q1: not reported; 2026Q2: 32,425 shares 32,425 $5.18M 0.08% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,083 shares; 2024Q4: 84,303 shares; 2025Q1: 144,293 shares; 2025Q2: 138,953 shares; 2025Q3: 142,480 shares; 2025Q4: 222,973 shares; 2026Q1: 154,381 shares; 2026Q2: 154,258 shares 154,258 $5.14M 0.08% -123 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,472 shares; 2026Q1: not reported; 2026Q2: 53,427 shares 53,427 $5.1M 0.08% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113,751 shares; 2026Q1: 134,762 shares; 2026Q2: 173,685 shares 173,685 $5.1M 0.08% +38,923 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,578 shares; 2025Q2: 24,260 shares; 2025Q3: 29,481 shares; 2025Q4: 35,884 shares; 2026Q1: not reported; 2026Q2: 65,880 shares 65,880 $5.09M 0.08% new Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,633 shares; 2024Q4: 149,030 shares; 2025Q1: 162,233 shares; 2025Q2: 157,319 shares; 2025Q3: 230,156 shares; 2025Q4: 244,475 shares; 2026Q1: not reported; 2026Q2: 264,611 shares 264,611 $5.08M 0.08% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,975 shares; 2024Q4: 7,124 shares; 2025Q1: 8,155 shares; 2025Q2: 10,840 shares; 2025Q3: 10,732 shares; 2025Q4: 17,084 shares; 2026Q1: 18,716 shares; 2026Q2: 18,769 shares 18,769 $5.05M 0.08% +53 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,731 shares; 2024Q4: 20,820 shares; 2025Q1: 17,257 shares; 2025Q2: 19,009 shares; 2025Q3: 24,083 shares; 2025Q4: 28,780 shares; 2026Q1: 27,080 shares; 2026Q2: 40,401 shares 40,401 $5.03M 0.08% +13,321 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126,231 shares 126,231 $5.01M 0.08% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,042 shares; 2026Q1: not reported; 2026Q2: 215,559 shares 215,559 $4.99M 0.08% new Timeline HYGH 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; 2024Q3: 11,356 shares; 2024Q4: 13,312 shares; 2025Q1: 13,816 shares; 2025Q2: 73,359 shares; 2025Q3: 71,156 shares; 2025Q4: 68,310 shares; 2026Q1: not reported; 2026Q2: 57,447 shares 57,447 $4.98M 0.08% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,740 shares; 2024Q4: 270,903 shares; 2025Q1: 98,700 shares; 2025Q2: 99,225 shares; 2025Q3: 97,475 shares; 2025Q4: 94,917 shares; 2026Q1: 93,640 shares; 2026Q2: 104,634 shares 104,634 $4.97M 0.08% +10,994 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,377 shares; 2024Q4: 35,109 shares; 2025Q1: 34,276 shares; 2025Q2: 32,817 shares; 2025Q3: 31,625 shares; 2025Q4: 32,811 shares; 2026Q1: 22,426 shares; 2026Q2: 27,297 shares 27,297 $4.94M 0.08% +4,871 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,119 shares; 2024Q4: 14,950 shares; 2025Q1: 15,391 shares; 2025Q2: 15,520 shares; 2025Q3: 15,625 shares; 2025Q4: 23,071 shares; 2026Q1: 21,857 shares; 2026Q2: 20,698 shares 20,698 $4.9M 0.08% -1,159 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,211 shares; 2024Q4: 194,907 shares; 2025Q1: 163,026 shares; 2025Q2: 160,218 shares; 2025Q3: 203,514 shares; 2025Q4: 210,175 shares; 2026Q1: 192,953 shares; 2026Q2: 202,855 shares 202,855 $4.88M 0.08% +9,902 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,065 shares; 2024Q4: 114,369 shares; 2025Q1: 111,136 shares; 2025Q2: 118,579 shares; 2025Q3: 133,983 shares; 2025Q4: 167,140 shares; 2026Q1: 141,370 shares; 2026Q2: 198,671 shares 198,671 $4.88M 0.08% +57,301 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,475 shares; 2024Q4: 57,633 shares; 2025Q1: 53,654 shares; 2025Q2: 60,721 shares; 2025Q3: 67,826 shares; 2025Q4: 80,904 shares; 2026Q1: 78,705 shares; 2026Q2: 60,346 shares 60,346 $4.88M 0.08% -18,359 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,591 shares; 2026Q1: not reported; 2026Q2: 80,779 shares 80,779 $4.84M 0.08% new Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,813 shares; 2024Q4: 298,564 shares; 2025Q1: 287,499 shares; 2025Q2: 282,173 shares; 2025Q3: 284,205 shares; 2025Q4: 271,256 shares; 2026Q1: not reported; 2026Q2: 255,610 shares 255,610 $4.83M 0.08% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,515 shares; 2024Q4: 65,035 shares; 2025Q1: 68,212 shares; 2025Q2: 97,422 shares; 2025Q3: 101,901 shares; 2025Q4: 104,753 shares; 2026Q1: not reported; 2026Q2: 102,507 shares 102,507 $4.81M 0.08% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,033 shares; 2024Q4: 74,577 shares; 2025Q1: 50,725 shares; 2025Q2: 68,849 shares; 2025Q3: 72,100 shares; 2025Q4: 76,904 shares; 2026Q1: 62,524 shares; 2026Q2: 57,863 shares 57,863 $4.78M 0.08% -4,661 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,132 shares; 2024Q4: 12,211 shares; 2025Q1: 15,533 shares; 2025Q2: 16,706 shares; 2025Q3: 17,156 shares; 2025Q4: 21,388 shares; 2026Q1: not reported; 2026Q2: 27,942 shares 27,942 $4.75M 0.08% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,467 shares; 2024Q4: 18,553 shares; 2025Q1: 19,999 shares; 2025Q2: 19,225 shares; 2025Q3: 22,860 shares; 2025Q4: 25,348 shares; 2026Q1: 19,089 shares; 2026Q2: 17,363 shares 17,363 $4.72M 0.08% -1,726 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,491 shares; 2024Q4: 99,557 shares; 2025Q1: 72,972 shares; 2025Q2: 54,242 shares; 2025Q3: 72,490 shares; 2025Q4: 86,633 shares; 2026Q1: 97,764 shares; 2026Q2: 88,131 shares 88,131 $4.71M 0.07% -9,633 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,286 shares; 2024Q4: 34,654 shares; 2025Q1: 4,665 shares; 2025Q2: 79,696 shares; 2025Q3: 78,070 shares; 2025Q4: 80,754 shares; 2026Q1: 91,345 shares; 2026Q2: 99,419 shares 99,419 $4.67M 0.07% +8,074 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,349 shares; 2025Q2: 15,307 shares; 2025Q3: 12,141 shares; 2025Q4: 19,250 shares; 2026Q1: 18,540 shares; 2026Q2: 19,426 shares 19,426 $4.61M 0.07% +886 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,440 shares; 2024Q4: 14,860 shares; 2025Q1: 12,022 shares; 2025Q2: 13,730 shares; 2025Q3: 13,683 shares; 2025Q4: 18,759 shares; 2026Q1: 17,253 shares; 2026Q2: 15,310 shares 15,310 $4.56M 0.07% -1,943 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,907 shares; 2024Q4: 3,105 shares; 2025Q1: not reported; 2025Q2: 3,570 shares; 2025Q3: 4,942 shares; 2025Q4: 5,094 shares; 2026Q1: 8,901 shares; 2026Q2: 10,530 shares 10,530 $4.54M 0.07% +1,629 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,225 shares; 2024Q4: 42,392 shares; 2025Q1: 44,436 shares; 2025Q2: 24,613 shares; 2025Q3: 24,919 shares; 2025Q4: 112,515 shares; 2026Q1: 67,999 shares; 2026Q2: 83,551 shares 83,551 $4.48M 0.07% +15,552 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,156 shares; 2024Q4: 3,618 shares; 2025Q1: 3,161 shares; 2025Q2: 3,445 shares; 2025Q3: 3,286 shares; 2025Q4: 4,581 shares; 2026Q1: not reported; 2026Q2: 9,997 shares 9,997 $4.46M 0.07% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,070 shares; 2024Q4: 23,869 shares; 2025Q1: 21,725 shares; 2025Q2: 23,186 shares; 2025Q3: 22,349 shares; 2025Q4: 20,264 shares; 2026Q1: 20,267 shares; 2026Q2: 20,589 shares 20,589 $4.46M 0.07% +322 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,336 shares; 2024Q4: 16,041 shares; 2025Q1: 11,502 shares; 2025Q2: 12,822 shares; 2025Q3: 13,189 shares; 2025Q4: 15,651 shares; 2026Q1: not reported; 2026Q2: 17,972 shares 17,972 $4.36M 0.07% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,955 shares; 2024Q4: 30,891 shares; 2025Q1: 30,449 shares; 2025Q2: 19,912 shares; 2025Q3: 18,291 shares; 2025Q4: 18,902 shares; 2026Q1: 13,197 shares; 2026Q2: 10,461 shares 10,461 $4.35M 0.07% -2,736 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,689 shares; 2024Q4: 20,207 shares; 2025Q1: 15,919 shares; 2025Q2: 18,854 shares; 2025Q3: 24,549 shares; 2025Q4: 105,753 shares; 2026Q1: 85,366 shares; 2026Q2: 80,669 shares 80,669 $4.28M 0.07% -4,697 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,335 shares; 2024Q4: 5,811 shares; 2025Q1: 5,049 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,467 shares; 2026Q1: not reported; 2026Q2: 28,223 shares 28,223 $4.28M 0.07% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,717 shares; 2024Q4: 31,118 shares; 2025Q1: 27,768 shares; 2025Q2: 27,792 shares; 2025Q3: 16,968 shares; 2025Q4: 31,394 shares; 2026Q1: 51,195 shares; 2026Q2: 51,308 shares 51,308 $4.26M 0.07% +113 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,592 shares; 2025Q1: 2,723 shares; 2025Q2: 3,071 shares; 2025Q3: 3,478 shares; 2025Q4: 4,017 shares; 2026Q1: 3,918 shares; 2026Q2: 4,420 shares 4,420 $4.25M 0.07% +502 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,446 shares; 2025Q3: 99,039 shares; 2025Q4: 104,291 shares; 2026Q1: 105,901 shares; 2026Q2: 107,822 shares 107,822 $4.23M 0.07% +1,921 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,084 shares; 2026Q1: not reported; 2026Q2: 32,264 shares 32,264 $4.21M 0.07% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 708 shares; 2024Q4: 703 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: not reported; 2026Q2: 7,993 shares 7,993 $4.18M 0.07% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,823 shares; 2025Q2: 85,278 shares; 2025Q3: 59,128 shares; 2025Q4: 117,039 shares; 2026Q1: not reported; 2026Q2: 112,302 shares 112,302 $4.14M 0.07% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,669 shares; 2024Q4: 38,786 shares; 2025Q1: 47,171 shares; 2025Q2: 47,377 shares; 2025Q3: 43,704 shares; 2025Q4: 41,523 shares; 2026Q1: 41,973 shares; 2026Q2: 44,796 shares 44,796 $4.11M 0.07% +2,823 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,997 shares; 2024Q4: 6,500 shares; 2025Q1: 4,433 shares; 2025Q2: 4,902 shares; 2025Q3: 8,484 shares; 2025Q4: 8,550 shares; 2026Q1: 8,409 shares; 2026Q2: 8,005 shares 8,005 $4.08M 0.06% -404 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,392 shares; 2024Q4: 4,285 shares; 2025Q1: 21,451 shares; 2025Q2: 24,054 shares; 2025Q3: 24,976 shares; 2025Q4: 26,038 shares; 2026Q1: not reported; 2026Q2: 28,493 shares 28,493 $4.08M 0.06% new Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,077 shares; 2024Q4: 35,401 shares; 2025Q1: 39,316 shares; 2025Q2: 42,928 shares; 2025Q3: 47,683 shares; 2025Q4: 51,550 shares; 2026Q1: not reported; 2026Q2: 61,495 shares 61,495 $4.03M 0.06% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,311 shares; 2024Q4: 4,403 shares; 2025Q1: 4,424 shares; 2025Q2: 4,423 shares; 2025Q3: 4,191 shares; 2025Q4: 20,166 shares; 2026Q1: not reported; 2026Q2: 16,822 shares 16,822 $4M 0.06% 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; 2024Q3: 12,323 shares; 2024Q4: 14,023 shares; 2025Q1: 14,064 shares; 2025Q2: 9,557 shares; 2025Q3: 8,278 shares; 2025Q4: 23,236 shares; 2026Q1: 22,010 shares; 2026Q2: 21,578 shares 21,578 $4M 0.06% -432 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,758 shares; 2024Q4: 81,065 shares; 2025Q1: 92,066 shares; 2025Q2: 91,564 shares; 2025Q3: 89,404 shares; 2025Q4: 89,579 shares; 2026Q1: not reported; 2026Q2: 80,076 shares 80,076 $3.99M 0.06% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,350 shares; 2024Q4: 13,091 shares; 2025Q1: 13,234 shares; 2025Q2: 13,265 shares; 2025Q3: 13,201 shares; 2025Q4: 12,520 shares; 2026Q1: not reported; 2026Q2: 12,623 shares 12,623 $3.97M 0.06% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,123 shares; 2024Q4: 349,860 shares; 2025Q1: 323,117 shares; 2025Q2: 69,761 shares; 2025Q3: 70,106 shares; 2025Q4: 114,636 shares; 2026Q1: not reported; 2026Q2: 114,291 shares 114,291 $3.96M 0.06% new Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,304 shares; 2024Q4: 97,104 shares; 2025Q1: 100,663 shares; 2025Q2: 95,282 shares; 2025Q3: 85,668 shares; 2025Q4: 74,372 shares; 2026Q1: 71,842 shares; 2026Q2: 59,957 shares 59,957 $3.89M 0.06% -11,885 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,743 shares; 2024Q4: 54,032 shares; 2025Q1: 67,644 shares; 2025Q2: 54,578 shares; 2025Q3: 52,692 shares; 2025Q4: 61,962 shares; 2026Q1: 69,421 shares; 2026Q2: 75,768 shares 75,768 $3.87M 0.06% +6,347 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,093 shares; 2024Q4: 9,482 shares; 2025Q1: 8,888 shares; 2025Q2: 11,017 shares; 2025Q3: 7,911 shares; 2025Q4: 9,252 shares; 2026Q1: not reported; 2026Q2: 9,709 shares 9,709 $3.86M 0.06% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,349 shares; 2024Q4: 78,292 shares; 2025Q1: 75,724 shares; 2025Q2: 50,504 shares; 2025Q3: 51,292 shares; 2025Q4: 49,613 shares; 2026Q1: not reported; 2026Q2: 77,986 shares 77,986 $3.85M 0.06% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,447 shares; 2024Q4: 19,260 shares; 2025Q1: 17,072 shares; 2025Q2: 14,113 shares; 2025Q3: 14,286 shares; 2025Q4: 38,594 shares; 2026Q1: 40,636 shares; 2026Q2: 39,857 shares 39,857 $3.84M 0.06% -779 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,992 shares; 2024Q4: 24,334 shares; 2025Q1: 16,223 shares; 2025Q2: 18,032 shares; 2025Q3: 28,727 shares; 2025Q4: 36,110 shares; 2026Q1: 42,068 shares; 2026Q2: 46,484 shares 46,484 $3.84M 0.06% +4,416 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,219 shares; 2024Q4: 84,215 shares; 2025Q1: 83,836 shares; 2025Q2: 82,934 shares; 2025Q3: 82,919 shares; 2025Q4: 83,567 shares; 2026Q1: not reported; 2026Q2: 83,608 shares 83,608 $3.83M 0.06% new Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,336 shares; 2026Q1: not reported; 2026Q2: 104,034 shares 104,034 $3.81M 0.06% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,494 shares; 2024Q4: 63,411 shares; 2025Q1: 62,320 shares; 2025Q2: 75,404 shares; 2025Q3: 84,900 shares; 2025Q4: 88,947 shares; 2026Q1: 74,105 shares; 2026Q2: 61,547 shares 61,547 $3.78M 0.06% -12,558 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,325 shares; 2024Q4: 14,484 shares; 2025Q1: 13,851 shares; 2025Q2: 10,648 shares; 2025Q3: 10,749 shares; 2025Q4: 10,268 shares; 2026Q1: 9,714 shares; 2026Q2: 9,538 shares 9,538 $3.78M 0.06% -176 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,053 shares 5,053 $3.77M 0.06% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,640 shares; 2024Q4: 41,682 shares; 2025Q1: 37,131 shares; 2025Q2: 36,196 shares; 2025Q3: 40,339 shares; 2025Q4: 41,259 shares; 2026Q1: 39,060 shares; 2026Q2: 36,540 shares 36,540 $3.76M 0.06% -2,520 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,684 shares; 2024Q4: 11,117 shares; 2025Q1: 9,930 shares; 2025Q2: 9,822 shares; 2025Q3: 10,066 shares; 2025Q4: 10,069 shares; 2026Q1: not reported; 2026Q2: 10,063 shares 10,063 $3.73M 0.06% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,279 shares; 2024Q4: not reported; 2025Q1: 151,083 shares; 2025Q2: 130,454 shares; 2025Q3: 90,509 shares; 2025Q4: 85,659 shares; 2026Q1: not reported; 2026Q2: 71,884 shares 71,884 $3.72M 0.06% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,353 shares; 2024Q4: 68,530 shares; 2025Q1: 64,930 shares; 2025Q2: 65,766 shares; 2025Q3: 77,469 shares; 2025Q4: 79,944 shares; 2026Q1: not reported; 2026Q2: 64,132 shares 64,132 $3.7M 0.06% new Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,400 shares 41,400 $3.67M 0.06% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,212 shares; 2024Q4: 32,254 shares; 2025Q1: 32,541 shares; 2025Q2: 32,860 shares; 2025Q3: 35,561 shares; 2025Q4: 35,582 shares; 2026Q1: 31,913 shares; 2026Q2: 28,964 shares 28,964 $3.67M 0.06% -2,949 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,288 shares; 2024Q4: 19,729 shares; 2025Q1: 14,847 shares; 2025Q2: 14,849 shares; 2025Q3: 14,809 shares; 2025Q4: 55,898 shares; 2026Q1: 46,388 shares; 2026Q2: 35,202 shares 35,202 $3.66M 0.06% -11,186 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,573 shares 22,573 $3.66M 0.06% new Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,265 shares 64,265 $3.65M 0.06% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,209 shares; 2024Q4: 11,901 shares; 2025Q1: 12,924 shares; 2025Q2: 13,424 shares; 2025Q3: 15,772 shares; 2025Q4: 15,393 shares; 2026Q1: not reported; 2026Q2: 19,184 shares 19,184 $3.65M 0.06% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,333 shares; 2026Q1: not reported; 2026Q2: 89,822 shares 89,822 $3.65M 0.06% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,580 shares; 2024Q4: 8,715 shares; 2025Q1: 8,095 shares; 2025Q2: 13,560 shares; 2025Q3: 13,490 shares; 2025Q4: 32,330 shares; 2026Q1: 78,355 shares; 2026Q2: 87,830 shares 87,830 $3.61M 0.06% +9,475 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,907 shares; 2024Q4: 35,860 shares; 2025Q1: 35,620 shares; 2025Q2: 41,918 shares; 2025Q3: 41,261 shares; 2025Q4: 40,792 shares; 2026Q1: 40,490 shares; 2026Q2: 34,845 shares 34,845 $3.6M 0.06% -5,645 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,867 shares; 2024Q4: 39,779 shares; 2025Q1: 47,864 shares; 2025Q2: 48,087 shares; 2025Q3: 44,559 shares; 2025Q4: 47,345 shares; 2026Q1: not reported; 2026Q2: 34,285 shares 34,285 $3.56M 0.06% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,901 shares; 2026Q1: not reported; 2026Q2: 7,032 shares 7,032 $3.56M 0.06% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,528 shares; 2024Q4: 36,558 shares; 2025Q1: 16,973 shares; 2025Q2: 4,399 shares; 2025Q3: 4,903 shares; 2025Q4: 26,144 shares; 2026Q1: 75,064 shares; 2026Q2: 67,228 shares 67,228 $3.52M 0.06% -7,836 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 752 shares; 2025Q3: 972 shares; 2025Q4: 916 shares; 2026Q1: 994 shares; 2026Q2: 11,648 shares 11,648 $3.51M 0.06% +10,654 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,057 shares; 2024Q4: 22,027 shares; 2025Q1: 19,242 shares; 2025Q2: 20,082 shares; 2025Q3: 21,666 shares; 2025Q4: 24,996 shares; 2026Q1: not reported; 2026Q2: 27,061 shares 27,061 $3.51M 0.06% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,441 shares; 2024Q4: 12,283 shares; 2025Q1: 15,833 shares; 2025Q2: 15,870 shares; 2025Q3: 18,095 shares; 2025Q4: 34,204 shares; 2026Q1: not reported; 2026Q2: 48,242 shares 48,242 $3.48M 0.06% new Timeline DYN DYNE THERAPEUTICS INC More: the full row for DYNE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113,818 shares; 2026Q1: not reported; 2026Q2: 155,270 shares 155,270 $3.45M 0.05% new Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,721 shares; 2024Q4: 283,114 shares; 2025Q1: 175,195 shares; 2025Q2: 176,238 shares; 2025Q3: 140,351 shares; 2025Q4: 135,741 shares; 2026Q1: not reported; 2026Q2: 91,373 shares 91,373 $3.45M 0.05% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,012 shares 22,012 $3.44M 0.05% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,296 shares; 2025Q4: 8,358 shares; 2026Q1: not reported; 2026Q2: 9,658 shares 9,658 $3.44M 0.05% new Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,367 shares; 2024Q4: 23,649 shares; 2025Q1: 36,135 shares; 2025Q2: 71,255 shares; 2025Q3: 71,105 shares; 2025Q4: 71,105 shares; 2026Q1: 69,994 shares; 2026Q2: 69,794 shares 69,794 $3.42M 0.05% -200 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,742 shares; 2024Q4: 21,541 shares; 2025Q1: 15,756 shares; 2025Q2: 14,308 shares; 2025Q3: 16,231 shares; 2025Q4: 17,500 shares; 2026Q1: not reported; 2026Q2: 20,527 shares 20,527 $3.42M 0.05% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,874 shares; 2025Q2: 86,888 shares; 2025Q3: 78,043 shares; 2025Q4: 86,823 shares; 2026Q1: not reported; 2026Q2: 84,159 shares 84,159 $3.42M 0.05% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,852 shares; 2024Q4: 18,436 shares; 2025Q1: 40,045 shares; 2025Q2: 18,927 shares; 2025Q3: 24,152 shares; 2025Q4: 24,737 shares; 2026Q1: 23,836 shares; 2026Q2: 23,446 shares 23,446 $3.39M 0.05% -390 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,017 shares; 2026Q1: not reported; 2026Q2: 43,432 shares 43,432 $3.39M 0.05% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,454 shares; 2024Q4: 23,023 shares; 2025Q1: 28,396 shares; 2025Q2: 28,677 shares; 2025Q3: 26,315 shares; 2025Q4: 30,250 shares; 2026Q1: 30,408 shares; 2026Q2: 60,338 shares 60,338 $3.39M 0.05% +29,930 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,973 shares; 2026Q1: not reported; 2026Q2: 27,655 shares 27,655 $3.39M 0.05% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,089 shares; 2024Q4: 14,050 shares; 2025Q1: 12,900 shares; 2025Q2: 13,397 shares; 2025Q3: 13,039 shares; 2025Q4: 16,011 shares; 2026Q1: 14,691 shares; 2026Q2: 14,931 shares 14,931 $3.33M 0.05% +240 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,959 shares; 2025Q1: 23,190 shares; 2025Q2: 23,193 shares; 2025Q3: 23,193 shares; 2025Q4: 30,509 shares; 2026Q1: 30,091 shares; 2026Q2: 32,390 shares 32,390 $3.31M 0.05% +2,299 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,629 shares; 2024Q4: 14,779 shares; 2025Q1: 13,818 shares; 2025Q2: 20,506 shares; 2025Q3: 26,347 shares; 2025Q4: 21,925 shares; 2026Q1: 26,130 shares; 2026Q2: 32,206 shares 32,206 $3.25M 0.05% +6,076 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,666 shares; 2024Q4: 111,638 shares; 2025Q1: 120,630 shares; 2025Q2: 81,922 shares; 2025Q3: 84,872 shares; 2025Q4: 42,472 shares; 2026Q1: not reported; 2026Q2: 43,000 shares 43,000 $3.24M 0.05% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,260 shares; 2024Q4: 2,259 shares; 2025Q1: 3,816 shares; 2025Q2: 3,470 shares; 2025Q3: 3,372 shares; 2025Q4: 11,494 shares; 2026Q1: not reported; 2026Q2: 15,953 shares 15,953 $3.22M 0.05% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,462 shares; 2024Q4: 12,490 shares; 2025Q1: 10,220 shares; 2025Q2: 10,468 shares; 2025Q3: 10,264 shares; 2025Q4: 12,703 shares; 2026Q1: not reported; 2026Q2: 11,836 shares 11,836 $3.2M 0.05% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,486 shares; 2024Q4: 8,726 shares; 2025Q1: 7,462 shares; 2025Q2: 8,025 shares; 2025Q3: 7,171 shares; 2025Q4: 9,065 shares; 2026Q1: not reported; 2026Q2: 12,190 shares 12,190 $3.18M 0.05% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,414 shares; 2024Q4: not reported; 2025Q1: 26,412 shares; 2025Q2: 6,276 shares; 2025Q3: 28,999 shares; 2025Q4: 35,744 shares; 2026Q1: 37,313 shares; 2026Q2: 41,855 shares 41,855 $3.17M 0.05% +4,542 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,470 shares; 2024Q4: 6,698 shares; 2025Q1: 6,836 shares; 2025Q2: 7,349 shares; 2025Q3: 8,066 shares; 2025Q4: 8,972 shares; 2026Q1: not reported; 2026Q2: 8,894 shares 8,894 $3.15M 0.05% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,396 shares; 2024Q4: 1,388 shares; 2025Q1: 1,435 shares; 2025Q2: 1,392 shares; 2025Q3: 1,350 shares; 2025Q4: 1,176 shares; 2026Q1: not reported; 2026Q2: 10,417 shares 10,417 $3.14M 0.05% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,895 shares; 2024Q4: 14,084 shares; 2025Q1: 14,384 shares; 2025Q2: 14,484 shares; 2025Q3: 15,559 shares; 2025Q4: 34,332 shares; 2026Q1: not reported; 2026Q2: 33,416 shares 33,416 $3.14M 0.05% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,392 shares; 2024Q4: 37,916 shares; 2025Q1: 21,950 shares; 2025Q2: 46,224 shares; 2025Q3: 61,347 shares; 2025Q4: 63,988 shares; 2026Q1: 83,473 shares; 2026Q2: 92,436 shares 92,436 $3.13M 0.05% +8,963 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,192 shares; 2024Q4: 113,335 shares; 2025Q1: 120,526 shares; 2025Q2: 95,540 shares; 2025Q3: 93,259 shares; 2025Q4: 84,023 shares; 2026Q1: not reported; 2026Q2: 69,331 shares 69,331 $3.12M 0.05% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,804 shares 13,804 $3.09M 0.05% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,064 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,161 shares 10,161 $3.08M 0.05% new 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; 2024Q3: 11,942 shares; 2024Q4: 11,500 shares; 2025Q1: 13,064 shares; 2025Q2: 13,513 shares; 2025Q3: 46,567 shares; 2025Q4: 50,913 shares; 2026Q1: not reported; 2026Q2: 48,803 shares 48,803 $2.98M 0.05% new Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,147 shares 25,147 $2.98M 0.05% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 1,479 shares; 2025Q1: 1,255 shares; 2025Q2: 1,288 shares; 2025Q3: 1,003 shares; 2025Q4: 2,023 shares; 2026Q1: not reported; 2026Q2: 2,180 shares 2,180 $2.97M 0.05% new Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,396 shares; 2025Q2: 33,868 shares; 2025Q3: 37,397 shares; 2025Q4: 45,192 shares; 2026Q1: not reported; 2026Q2: 55,939 shares 55,939 $2.95M 0.05% new Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,658 shares; 2024Q4: 56,274 shares; 2025Q1: 56,325 shares; 2025Q2: 56,498 shares; 2025Q3: 60,130 shares; 2025Q4: 111,626 shares; 2026Q1: not reported; 2026Q2: 63,157 shares 63,157 $2.94M 0.05% new Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,414 shares; 2024Q4: 189,088 shares; 2025Q1: 198,319 shares; 2025Q2: 226,716 shares; 2025Q3: 115,706 shares; 2025Q4: 146,772 shares; 2026Q1: 178,608 shares; 2026Q2: 114,438 shares 114,438 $2.94M 0.05% -64,170 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140,386 shares 140,386 $2.92M 0.05% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,458 shares; 2024Q4: 6,960 shares; 2025Q1: 7,084 shares; 2025Q2: 7,051 shares; 2025Q3: 8,059 shares; 2025Q4: 17,198 shares; 2026Q1: not reported; 2026Q2: 18,448 shares 18,448 $2.88M 0.05% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,858 shares; 2024Q4: 4,915 shares; 2025Q1: 3,484 shares; 2025Q2: 4,010 shares; 2025Q3: 3,980 shares; 2025Q4: 4,016 shares; 2026Q1: 2,859 shares; 2026Q2: 3,970 shares 3,970 $2.86M 0.05% +1,111 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,407 shares; 2024Q4: 27,386 shares; 2025Q1: 23,228 shares; 2025Q2: 20,363 shares; 2025Q3: 20,281 shares; 2025Q4: 20,741 shares; 2026Q1: 20,785 shares; 2026Q2: 12,879 shares 12,879 $2.83M 0.04% -7,906 Timeline KNRG SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108,377 shares 108,377 $2.79M 0.04% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,035 shares; 2024Q4: 76,212 shares; 2025Q1: 53,226 shares; 2025Q2: 48,745 shares; 2025Q3: 19,718 shares; 2025Q4: 31,966 shares; 2026Q1: not reported; 2026Q2: 28,824 shares 28,824 $2.78M 0.04% new Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,317 shares; 2026Q1: not reported; 2026Q2: 113,178 shares 113,178 $2.78M 0.04% new Timeline MEAR 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,120 shares; 2025Q2: 34,236 shares; 2025Q3: 37,253 shares; 2025Q4: 48,687 shares; 2026Q1: not reported; 2026Q2: 54,959 shares 54,959 $2.77M 0.04% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,257 shares 85,257 $2.76M 0.04% new Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,340 shares; 2024Q4: 51,875 shares; 2025Q1: 58,900 shares; 2025Q2: 79,675 shares; 2025Q3: 71,388 shares; 2025Q4: 59,555 shares; 2026Q1: 59,115 shares; 2026Q2: 56,075 shares 56,075 $2.75M 0.04% -3,040 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,750 shares; 2024Q4: 106,488 shares; 2025Q1: 97,202 shares; 2025Q2: 83,097 shares; 2025Q3: 84,016 shares; 2025Q4: 78,856 shares; 2026Q1: not reported; 2026Q2: 69,211 shares 69,211 $2.74M 0.04% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,100 shares 7,100 $2.74M 0.04% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,436 shares; 2024Q4: 237,159 shares; 2025Q1: 150,280 shares; 2025Q2: 160,138 shares; 2025Q3: 150,902 shares; 2025Q4: 151,033 shares; 2026Q1: 143,365 shares; 2026Q2: 129,266 shares 129,266 $2.68M 0.04% -14,099 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 76,985 shares; 2025Q1: 106,400 shares; 2025Q2: 104,680 shares; 2025Q3: 195,605 shares; 2025Q4: 180,665 shares; 2026Q1: 219,645 shares; 2026Q2: 304,253 shares 304,253 $2.64M 0.04% +84,608 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,757 shares 11,757 $2.6M 0.04% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 826 shares; 2026Q2: 1,141 shares 1,141 $2.59M 0.04% +315 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,554 shares; 2024Q4: 247,323 shares; 2025Q1: 143,997 shares; 2025Q2: 100,663 shares; 2025Q3: 128,770 shares; 2025Q4: 131,499 shares; 2026Q1: 67,088 shares; 2026Q2: 61,288 shares 61,288 $2.59M 0.04% -5,800 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,955 shares; 2024Q4: 19,217 shares; 2025Q1: 7,812 shares; 2025Q2: 7,687 shares; 2025Q3: 7,726 shares; 2025Q4: 12,058 shares; 2026Q1: 16,879 shares; 2026Q2: 16,966 shares 16,966 $2.58M 0.04% +87 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,536 shares; 2024Q4: 17,702 shares; 2025Q1: 18,022 shares; 2025Q2: 17,837 shares; 2025Q3: 17,167 shares; 2025Q4: 18,482 shares; 2026Q1: not reported; 2026Q2: 134,661 shares 134,661 $2.57M 0.04% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,136 shares; 2024Q4: 6,215 shares; 2025Q1: 3,659 shares; 2025Q2: 5,195 shares; 2025Q3: 6,793 shares; 2025Q4: 7,047 shares; 2026Q1: not reported; 2026Q2: 7,600 shares 7,600 $2.57M 0.04% new 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; 2024Q3: 83,319 shares; 2024Q4: 79,079 shares; 2025Q1: 86,698 shares; 2025Q2: 82,690 shares; 2025Q3: 76,340 shares; 2025Q4: 79,327 shares; 2026Q1: 67,643 shares; 2026Q2: 65,069 shares 65,069 $2.57M 0.04% -2,574 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,454 shares 16,454 $2.57M 0.04% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,552 shares; 2026Q1: not reported; 2026Q2: 10,553 shares 10,553 $2.56M 0.04% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,468 shares; 2024Q4: 8,643 shares; 2025Q1: 8,482 shares; 2025Q2: 8,482 shares; 2025Q3: 8,361 shares; 2025Q4: 9,803 shares; 2026Q1: 11,647 shares; 2026Q2: 11,403 shares 11,403 $2.54M 0.04% -244 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,796 shares; 2024Q4: 42,817 shares; 2025Q1: 48,368 shares; 2025Q2: 49,516 shares; 2025Q3: 41,851 shares; 2025Q4: 42,896 shares; 2026Q1: not reported; 2026Q2: 43,332 shares 43,332 $2.51M 0.04% new Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,554 shares; 2026Q1: not reported; 2026Q2: 53,579 shares 53,579 $2.5M 0.04% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,185 shares; 2025Q3: 13,440 shares; 2025Q4: 40,240 shares; 2026Q1: 43,845 shares; 2026Q2: 50,415 shares 50,415 $2.47M 0.04% +6,570 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,435 shares; 2025Q1: 37,635 shares; 2025Q2: 19,524 shares; 2025Q3: 14,805 shares; 2025Q4: 10,853 shares; 2026Q1: 10,994 shares; 2026Q2: 14,245 shares 14,245 $2.42M 0.04% +3,251 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,695 shares; 2026Q1: not reported; 2026Q2: 49,774 shares 49,774 $2.4M 0.04% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,629 shares; 2024Q4: 12,370 shares; 2025Q1: 6,230 shares; 2025Q2: 7,370 shares; 2025Q3: 13,794 shares; 2025Q4: 12,656 shares; 2026Q1: 7,867 shares; 2026Q2: 6,997 shares 6,997 $2.39M 0.04% -870 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,296 shares; 2024Q4: 21,474 shares; 2025Q1: 24,800 shares; 2025Q2: 23,143 shares; 2025Q3: 26,260 shares; 2025Q4: 26,880 shares; 2026Q1: 27,265 shares; 2026Q2: 28,173 shares 28,173 $2.38M 0.04% +908 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,876 shares; 2024Q4: 6,019 shares; 2025Q1: 5,095 shares; 2025Q2: 5,104 shares; 2025Q3: 5,112 shares; 2025Q4: 17,900 shares; 2026Q1: 17,644 shares; 2026Q2: 86,893 shares 86,893 $2.38M 0.04% +69,249 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,027 shares; 2024Q4: 5,027 shares; 2025Q1: 5,223 shares; 2025Q2: 5,793 shares; 2025Q3: 4,793 shares; 2025Q4: 8,194 shares; 2026Q1: not reported; 2026Q2: 7,518 shares 7,518 $2.37M 0.04% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,135 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares; 2026Q1: not reported; 2026Q2: 1,137 shares 1,137 $2.36M 0.04% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,940 shares; 2024Q4: 88,574 shares; 2025Q1: 79,607 shares; 2025Q2: 78,228 shares; 2025Q3: 88,833 shares; 2025Q4: 102,241 shares; 2026Q1: not reported; 2026Q2: 86,358 shares 86,358 $2.36M 0.04% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,140 shares; 2026Q1: not reported; 2026Q2: 65,341 shares 65,341 $2.36M 0.04% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,015 shares; 2024Q4: 34,541 shares; 2025Q1: 34,478 shares; 2025Q2: 34,551 shares; 2025Q3: 33,053 shares; 2025Q4: 35,790 shares; 2026Q1: 36,743 shares; 2026Q2: 10,474 shares 10,474 $2.35M 0.04% -26,269 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,071 shares; 2024Q4: 20,424 shares; 2025Q1: 20,437 shares; 2025Q2: 19,655 shares; 2025Q3: 15,398 shares; 2025Q4: 11,329 shares; 2026Q1: 19,314 shares; 2026Q2: 26,862 shares 26,862 $2.34M 0.04% +7,548 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,915 shares; 2024Q4: 6,871 shares; 2025Q1: 6,904 shares; 2025Q2: 6,876 shares; 2025Q3: 6,712 shares; 2025Q4: 11,285 shares; 2026Q1: 14,288 shares; 2026Q2: 13,591 shares 13,591 $2.3M 0.04% -697 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,701 shares; 2024Q4: 42,145 shares; 2025Q1: 37,879 shares; 2025Q2: 35,648 shares; 2025Q3: 35,264 shares; 2025Q4: 45,764 shares; 2026Q1: 29,833 shares; 2026Q2: 31,448 shares 31,448 $2.26M 0.04% +1,615 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,983 shares; 2024Q4: 6,731 shares; 2025Q1: 6,301 shares; 2025Q2: 6,593 shares; 2025Q3: 9,441 shares; 2025Q4: 8,490 shares; 2026Q1: 8,496 shares; 2026Q2: 8,847 shares 8,847 $2.26M 0.04% +351 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,927 shares; 2025Q1: 3,856 shares; 2025Q2: 4,764 shares; 2025Q3: 4,654 shares; 2025Q4: 4,979 shares; 2026Q1: not reported; 2026Q2: 5,510 shares 5,510 $2.26M 0.04% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,596 shares; 2025Q3: 39,776 shares; 2025Q4: 50,232 shares; 2026Q1: not reported; 2026Q2: 50,992 shares 50,992 $2.25M 0.04% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,403 shares; 2026Q1: not reported; 2026Q2: 5,566 shares 5,566 $2.23M 0.04% new Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,511 shares; 2025Q4: 31,604 shares; 2026Q1: not reported; 2026Q2: 43,776 shares 43,776 $2.23M 0.04% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,287 shares; 2026Q1: not reported; 2026Q2: 13,531 shares 13,531 $2.21M 0.04% new Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,675 shares 19,675 $2.2M 0.04% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,750 shares; 2024Q4: 4,580 shares; 2025Q1: 1,488 shares; 2025Q2: 1,494 shares; 2025Q3: 4,479 shares; 2025Q4: 4,484 shares; 2026Q1: not reported; 2026Q2: 4,452 shares 4,452 $2.2M 0.04% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,789 shares; 2024Q4: 14,857 shares; 2025Q1: 12,119 shares; 2025Q2: 14,735 shares; 2025Q3: 13,417 shares; 2025Q4: 13,373 shares; 2026Q1: not reported; 2026Q2: 13,299 shares 13,299 $2.18M 0.03% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,573 shares; 2024Q4: 7,190 shares; 2025Q1: 7,180 shares; 2025Q2: 6,583 shares; 2025Q3: 6,581 shares; 2025Q4: 6,580 shares; 2026Q1: not reported; 2026Q2: 6,578 shares 6,578 $2.18M 0.03% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,773 shares; 2024Q4: 12,885 shares; 2025Q1: 17,237 shares; 2025Q2: 28,910 shares; 2025Q3: 27,738 shares; 2025Q4: 23,654 shares; 2026Q1: 16,572 shares; 2026Q2: 21,649 shares 21,649 $2.17M 0.03% +5,077 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,646 shares; 2025Q2: 20,842 shares; 2025Q3: 22,890 shares; 2025Q4: 35,278 shares; 2026Q1: not reported; 2026Q2: 7,858 shares 7,858 $2.17M 0.03% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,725 shares; 2024Q4: 356,213 shares; 2025Q1: 365,657 shares; 2025Q2: 407,477 shares; 2025Q3: 43,516 shares; 2025Q4: 36,833 shares; 2026Q1: not reported; 2026Q2: 20,355 shares 20,355 $2.13M 0.03% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,695 shares; 2024Q4: 5,110 shares; 2025Q1: 4,972 shares; 2025Q2: 8,561 shares; 2025Q3: 10,239 shares; 2025Q4: 8,418 shares; 2026Q1: 8,541 shares; 2026Q2: 7,306 shares 7,306 $2.12M 0.03% -1,235 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,230 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,418 shares; 2026Q1: not reported; 2026Q2: 27,147 shares 27,147 $2.12M 0.03% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,202 shares; 2024Q4: 61,068 shares; 2025Q1: 28,959 shares; 2025Q2: 53,477 shares; 2025Q3: 74,765 shares; 2025Q4: 62,459 shares; 2026Q1: 38,439 shares; 2026Q2: 36,012 shares 36,012 $2.08M 0.03% -2,427 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,444 shares; 2024Q4: 43,287 shares; 2025Q1: 27,672 shares; 2025Q2: 28,464 shares; 2025Q3: 23,338 shares; 2025Q4: 51,782 shares; 2026Q1: 47,315 shares; 2026Q2: 45,691 shares 45,691 $2.07M 0.03% -1,624 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,345 shares; 2025Q4: 38,927 shares; 2026Q1: 43,657 shares; 2026Q2: 39,262 shares 39,262 $2.07M 0.03% -4,395 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,648 shares; 2025Q1: 1,371 shares; 2025Q2: 16,248 shares; 2025Q3: 17,630 shares; 2025Q4: 15,284 shares; 2026Q1: not reported; 2026Q2: 22,278 shares 22,278 $2.05M 0.03% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,371 shares; 2024Q4: 2,370 shares; 2025Q1: 2,388 shares; 2025Q2: 2,510 shares; 2025Q3: 2,549 shares; 2025Q4: 1,862 shares; 2026Q1: not reported; 2026Q2: 2,901 shares 2,901 $2.04M 0.03% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,692 shares; 2024Q4: 48,462 shares; 2025Q1: 42,033 shares; 2025Q2: 34,140 shares; 2025Q3: 29,791 shares; 2025Q4: 32,282 shares; 2026Q1: 28,014 shares; 2026Q2: 27,153 shares 27,153 $2.02M 0.03% -861 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,662 shares; 2024Q4: 32,276 shares; 2025Q1: 29,951 shares; 2025Q2: 30,255 shares; 2025Q3: 30,765 shares; 2025Q4: 31,120 shares; 2026Q1: not reported; 2026Q2: 23,557 shares 23,557 $1.99M 0.03% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,331 shares; 2024Q4: 26,379 shares; 2025Q1: 27,272 shares; 2025Q2: 27,765 shares; 2025Q3: 46,855 shares; 2025Q4: 49,208 shares; 2026Q1: 30,122 shares; 2026Q2: 30,344 shares 30,344 $1.99M 0.03% +222 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,758 shares; 2024Q4: 17,350 shares; 2025Q1: 18,272 shares; 2025Q2: 20,090 shares; 2025Q3: 24,305 shares; 2025Q4: 61,803 shares; 2026Q1: not reported; 2026Q2: 41,993 shares 41,993 $1.99M 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,429 shares; 2024Q4: 63,109 shares; 2025Q1: 58,898 shares; 2025Q2: 59,868 shares; 2025Q3: 57,334 shares; 2025Q4: 54,311 shares; 2026Q1: not reported; 2026Q2: 28,802 shares 28,802 $1.97M 0.03% new 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; 2024Q3: not reported; 2024Q4: 8,140 shares; 2025Q1: 40,821 shares; 2025Q2: 29,160 shares; 2025Q3: 27,625 shares; 2025Q4: 23,468 shares; 2026Q1: not reported; 2026Q2: 29,081 shares 29,081 $1.97M 0.03% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,983 shares; 2024Q4: 35,016 shares; 2025Q1: 42,458 shares; 2025Q2: 19,707 shares; 2025Q3: 29,182 shares; 2025Q4: 36,273 shares; 2026Q1: 29,585 shares; 2026Q2: 19,471 shares 19,471 $1.95M 0.03% -10,114 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,512 shares; 2026Q1: not reported; 2026Q2: 18,039 shares 18,039 $1.93M 0.03% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,694 shares; 2024Q4: 17,731 shares; 2025Q1: 18,459 shares; 2025Q2: 18,613 shares; 2025Q3: 18,557 shares; 2025Q4: 18,402 shares; 2026Q1: not reported; 2026Q2: 16,220 shares 16,220 $1.92M 0.03% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,241 shares; 2024Q4: 20,502 shares; 2025Q1: 6,382 shares; 2025Q2: 7,201 shares; 2025Q3: 8,187 shares; 2025Q4: 10,603 shares; 2026Q1: 10,195 shares; 2026Q2: 7,726 shares 7,726 $1.9M 0.03% -2,469 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,925 shares; 2025Q2: 22,999 shares; 2025Q3: 30,510 shares; 2025Q4: 37,590 shares; 2026Q1: not reported; 2026Q2: 54,181 shares 54,181 $1.9M 0.03% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 752 shares; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 5,322 shares; 2026Q1: not reported; 2026Q2: 9,668 shares 9,668 $1.88M 0.03% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,149 shares; 2024Q4: 21,547 shares; 2025Q1: 7,849 shares; 2025Q2: 7,652 shares; 2025Q3: 14,690 shares; 2025Q4: 21,409 shares; 2026Q1: 23,105 shares; 2026Q2: 19,764 shares 19,764 $1.85M 0.03% -3,341 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 698 shares; 2024Q4: 697 shares; 2025Q1: 818 shares; 2025Q2: 1,157 shares; 2025Q3: 1,263 shares; 2025Q4: 1,331 shares; 2026Q1: not reported; 2026Q2: 1,852 shares 1,852 $1.81M 0.03% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 2,084 shares; 2025Q1: not reported; 2025Q2: 2,585 shares; 2025Q3: 2,647 shares; 2025Q4: 4,545 shares; 2026Q1: not reported; 2026Q2: 4,936 shares 4,936 $1.81M 0.03% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,927 shares; 2024Q4: 10,832 shares; 2025Q1: 22,538 shares; 2025Q2: 28,111 shares; 2025Q3: 29,412 shares; 2025Q4: 30,231 shares; 2026Q1: 33,412 shares; 2026Q2: 34,523 shares 34,523 $1.79M 0.03% +1,111 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,244 shares; 2026Q1: not reported; 2026Q2: 30,380 shares 30,380 $1.79M 0.03% new Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,138 shares; 2026Q1: not reported; 2026Q2: 122,192 shares 122,192 $1.79M 0.03% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,236 shares; 2024Q4: 12,262 shares; 2025Q1: 7,620 shares; 2025Q2: 2,273 shares; 2025Q3: 8,312 shares; 2025Q4: 14,474 shares; 2026Q1: 8,624 shares; 2026Q2: 16,517 shares 16,517 $1.78M 0.03% +7,893 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,912 shares 15,912 $1.77M 0.03% new Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: not reported; 2026Q2: 28,000 shares 28,000 $1.77M 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; 2024Q3: 81,113 shares; 2024Q4: 67,368 shares; 2025Q1: 70,383 shares; 2025Q2: 74,934 shares; 2025Q3: 80,317 shares; 2025Q4: 76,571 shares; 2026Q1: 61,270 shares; 2026Q2: 55,197 shares 55,197 $1.76M 0.03% -6,073 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,811 shares; 2024Q4: 9,813 shares; 2025Q1: 4,562 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,903 shares 6,903 $1.76M 0.03% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,533 shares; 2024Q4: 1,601 shares; 2025Q1: 664 shares; 2025Q2: 1,248 shares; 2025Q3: 1,879 shares; 2025Q4: 1,779 shares; 2026Q1: 1,916 shares; 2026Q2: 2,112 shares 2,112 $1.75M 0.03% +196 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,448 shares; 2024Q4: 21,576 shares; 2025Q1: 27,352 shares; 2025Q2: 27,259 shares; 2025Q3: 25,416 shares; 2025Q4: 25,017 shares; 2026Q1: not reported; 2026Q2: 19,262 shares 19,262 $1.75M 0.03% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,102 shares; 2024Q4: 12,158 shares; 2025Q1: 10,310 shares; 2025Q2: 8,782 shares; 2025Q3: 7,933 shares; 2025Q4: 6,808 shares; 2026Q1: 9,322 shares; 2026Q2: 13,356 shares 13,356 $1.74M 0.03% +4,034 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,826 shares; 2024Q4: 16,881 shares; 2025Q1: 17,468 shares; 2025Q2: 17,039 shares; 2025Q3: 17,418 shares; 2025Q4: 17,996 shares; 2026Q1: not reported; 2026Q2: 17,628 shares 17,628 $1.73M 0.03% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,705 shares; 2024Q4: 52,952 shares; 2025Q1: 48,536 shares; 2025Q2: 48,347 shares; 2025Q3: 49,827 shares; 2025Q4: 40,849 shares; 2026Q1: 30,330 shares; 2026Q2: 31,351 shares 31,351 $1.7M 0.03% +1,021 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,181 shares; 2025Q4: 77,137 shares; 2026Q1: not reported; 2026Q2: 58,127 shares 58,127 $1.7M 0.03% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,816 shares; 2024Q4: 7,083 shares; 2025Q1: 5,208 shares; 2025Q2: 4,929 shares; 2025Q3: 7,931 shares; 2025Q4: 9,557 shares; 2026Q1: 9,315 shares; 2026Q2: 10,748 shares 10,748 $1.68M 0.03% +1,433 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,362 shares 14,362 $1.68M 0.03% new Timeline AMBQ AMBIQ MICRO INC More: the full row for AMBIQ MICRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,928 shares 18,928 $1.67M 0.03% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,165 shares; 2024Q4: 65,037 shares; 2025Q1: 52,627 shares; 2025Q2: 56,760 shares; 2025Q3: 57,636 shares; 2025Q4: 53,779 shares; 2026Q1: 30,194 shares; 2026Q2: 45,931 shares 45,931 $1.67M 0.03% +15,737 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,960 shares; 2024Q4: 12,597 shares; 2025Q1: 10,527 shares; 2025Q2: not reported; 2025Q3: 4,329 shares; 2025Q4: 13,124 shares; 2026Q1: not reported; 2026Q2: 27,495 shares 27,495 $1.66M 0.03% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 881 shares; 2024Q4: 872 shares; 2025Q1: 878 shares; 2025Q2: 871 shares; 2025Q3: 873 shares; 2025Q4: 864 shares; 2026Q1: not reported; 2026Q2: 849 shares 849 $1.66M 0.03% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,010 shares; 2026Q1: not reported; 2026Q2: 21,740 shares 21,740 $1.65M 0.03% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,139 shares; 2024Q4: 9,639 shares; 2025Q1: 10,304 shares; 2025Q2: 15,848 shares; 2025Q3: 10,460 shares; 2025Q4: 10,001 shares; 2026Q1: not reported; 2026Q2: 17,571 shares 17,571 $1.65M 0.03% new 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; 2024Q3: 3,448 shares; 2024Q4: 8,264 shares; 2025Q1: 2,502 shares; 2025Q2: 1,713 shares; 2025Q3: 1,650 shares; 2025Q4: 12,237 shares; 2026Q1: not reported; 2026Q2: 17,791 shares 17,791 $1.63M 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,464 shares; 2024Q4: 16,858 shares; 2025Q1: 19,005 shares; 2025Q2: 18,222 shares; 2025Q3: 16,886 shares; 2025Q4: 17,848 shares; 2026Q1: not reported; 2026Q2: 16,985 shares 16,985 $1.63M 0.03% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,317 shares; 2024Q4: 6,316 shares; 2025Q1: 6,213 shares; 2025Q2: 6,053 shares; 2025Q3: 6,178 shares; 2025Q4: 6,168 shares; 2026Q1: not reported; 2026Q2: 5,913 shares 5,913 $1.59M 0.03% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,235 shares; 2024Q4: 10,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,593 shares; 2026Q1: not reported; 2026Q2: 61,210 shares 61,210 $1.59M 0.03% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,206 shares; 2024Q4: 15,775 shares; 2025Q1: 11,916 shares; 2025Q2: 11,667 shares; 2025Q3: 13,762 shares; 2025Q4: 15,132 shares; 2026Q1: 17,579 shares; 2026Q2: 20,125 shares 20,125 $1.57M 0.03% +2,546 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,140 shares; 2024Q4: 28,934 shares; 2025Q1: not reported; 2025Q2: 42,227 shares; 2025Q3: 19,758 shares; 2025Q4: 2,318 shares; 2026Q1: 6,396 shares; 2026Q2: 16,322 shares 16,322 $1.57M 0.03% +9,926 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,991 shares; 2026Q2: 7,871 shares 7,871 $1.57M 0.03% +3,880 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,792 shares; 2024Q4: 30,303 shares; 2025Q1: 27,869 shares; 2025Q2: 31,569 shares; 2025Q3: 34,309 shares; 2025Q4: 34,379 shares; 2026Q1: not reported; 2026Q2: 27,989 shares 27,989 $1.57M 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,298 shares; 2024Q4: 13,300 shares; 2025Q1: 11,986 shares; 2025Q2: 10,418 shares; 2025Q3: 13,371 shares; 2025Q4: 14,526 shares; 2026Q1: 13,284 shares; 2026Q2: 12,305 shares 12,305 $1.55M 0.02% -979 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,403 shares; 2026Q1: not reported; 2026Q2: 4,240 shares 4,240 $1.55M 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,172 shares; 2024Q4: 3,277 shares; 2025Q1: 2,242 shares; 2025Q2: 2,356 shares; 2025Q3: 2,219 shares; 2025Q4: 4,762 shares; 2026Q1: not reported; 2026Q2: 4,528 shares 4,528 $1.54M 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,389 shares; 2024Q4: 6,826 shares; 2025Q1: 11,168 shares; 2025Q2: 10,823 shares; 2025Q3: 9,868 shares; 2025Q4: 16,721 shares; 2026Q1: not reported; 2026Q2: 5,332 shares 5,332 $1.51M 0.02% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,542 shares; 2024Q4: 30,147 shares; 2025Q1: 19,497 shares; 2025Q2: 24,555 shares; 2025Q3: 24,948 shares; 2025Q4: 23,531 shares; 2026Q1: 32,337 shares; 2026Q2: 32,437 shares 32,437 $1.51M 0.02% +100 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,943 shares; 2024Q4: 16,124 shares; 2025Q1: 16,546 shares; 2025Q2: 12,021 shares; 2025Q3: 14,971 shares; 2025Q4: 14,470 shares; 2026Q1: 15,295 shares; 2026Q2: 10,828 shares 10,828 $1.49M 0.02% -4,467 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,405 shares; 2025Q2: 23,052 shares; 2025Q3: 30,578 shares; 2025Q4: 60,343 shares; 2026Q1: not reported; 2026Q2: 28,926 shares 28,926 $1.47M 0.02% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,525 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,675 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: not reported; 2026Q2: 3,750 shares 3,750 $1.46M 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,346 shares; 2024Q4: 6,282 shares; 2025Q1: 6,314 shares; 2025Q2: 6,317 shares; 2025Q3: 6,083 shares; 2025Q4: 6,789 shares; 2026Q1: not reported; 2026Q2: 6,513 shares 6,513 $1.46M 0.02% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,227 shares; 2025Q4: 9,273 shares; 2026Q1: not reported; 2026Q2: 21,925 shares 21,925 $1.46M 0.02% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,082 shares; 2024Q4: 4,912 shares; 2025Q1: 9,262 shares; 2025Q2: 7,044 shares; 2025Q3: 7,018 shares; 2025Q4: 7,641 shares; 2026Q1: 6,051 shares; 2026Q2: 7,841 shares 7,841 $1.44M 0.02% +1,790 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; 2024Q3: 7,105 shares; 2024Q4: 6,995 shares; 2025Q1: 9,053 shares; 2025Q2: 8,843 shares; 2025Q3: 9,090 shares; 2025Q4: 14,780 shares; 2026Q1: 13,640 shares; 2026Q2: 13,329 shares 13,329 $1.44M 0.02% -311 Timeline MPAA MOTORCAR PTS AMER INC More: the full row for MOTORCAR PTS AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,443 shares; 2026Q1: not reported; 2026Q2: 93,443 shares 93,443 $1.43M 0.02% new Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86,092 shares 86,092 $1.43M 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,143 shares; 2024Q4: 2,988 shares; 2025Q1: 2,732 shares; 2025Q2: 2,722 shares; 2025Q3: 2,269 shares; 2025Q4: 10,433 shares; 2026Q1: not reported; 2026Q2: 12,117 shares 12,117 $1.42M 0.02% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,540 shares; 2025Q3: 1,446 shares; 2025Q4: 2,349 shares; 2026Q1: not reported; 2026Q2: 1,459 shares 1,459 $1.41M 0.02% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,693 shares; 2025Q2: 8,693 shares; 2025Q3: 15,956 shares; 2025Q4: 30,855 shares; 2026Q1: 29,454 shares; 2026Q2: 45,243 shares 45,243 $1.41M 0.02% +15,789 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,664 shares; 2024Q4: 55,458 shares; 2025Q1: 49,093 shares; 2025Q2: 48,531 shares; 2025Q3: 47,413 shares; 2025Q4: 48,119 shares; 2026Q1: not reported; 2026Q2: 46,420 shares 46,420 $1.4M 0.02% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,216 shares 6,216 $1.39M 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,143 shares; 2024Q4: 2,246 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,205 shares; 2025Q4: 9,462 shares; 2026Q1: 9,367 shares; 2026Q2: 10,216 shares 10,216 $1.38M 0.02% +849 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,515 shares 14,515 $1.38M 0.02% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,242 shares; 2026Q1: not reported; 2026Q2: 18,469 shares 18,469 $1.36M 0.02% new Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,509 shares; 2024Q4: 69,547 shares; 2025Q1: 46,842 shares; 2025Q2: 52,215 shares; 2025Q3: 57,291 shares; 2025Q4: 70,640 shares; 2026Q1: 34,027 shares; 2026Q2: 19,884 shares 19,884 $1.36M 0.02% -14,143 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,358 shares; 2024Q4: 6,228 shares; 2025Q1: 9,628 shares; 2025Q2: 15,074 shares; 2025Q3: 14,271 shares; 2025Q4: 13,533 shares; 2026Q1: not reported; 2026Q2: 6,766 shares 6,766 $1.36M 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,982 shares; 2024Q4: 5,995 shares; 2025Q1: 5,987 shares; 2025Q2: 5,928 shares; 2025Q3: 5,821 shares; 2025Q4: 5,293 shares; 2026Q1: not reported; 2026Q2: 12,241 shares 12,241 $1.34M 0.02% new Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,102 shares; 2024Q4: 100,475 shares; 2025Q1: 64,075 shares; 2025Q2: 63,738 shares; 2025Q3: 50,909 shares; 2025Q4: 49,829 shares; 2026Q1: not reported; 2026Q2: 30,080 shares 30,080 $1.34M 0.02% new Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,632 shares; 2025Q1: 13,136 shares; 2025Q2: 14,309 shares; 2025Q3: 11,417 shares; 2025Q4: 11,085 shares; 2026Q1: 48,577 shares; 2026Q2: 41,966 shares 41,966 $1.33M 0.02% -6,611 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,345 shares; 2024Q4: 7,344 shares; 2025Q1: 3,065 shares; 2025Q2: 2,443 shares; 2025Q3: 4,671 shares; 2025Q4: 3,940 shares; 2026Q1: 3,195 shares; 2026Q2: 2,730 shares 2,730 $1.32M 0.02% -465 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,655 shares; 2024Q4: 72,320 shares; 2025Q1: 72,904 shares; 2025Q2: 72,206 shares; 2025Q3: 72,191 shares; 2025Q4: 80,325 shares; 2026Q1: not reported; 2026Q2: 74,223 shares 74,223 $1.32M 0.02% new Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,376 shares; 2026Q1: not reported; 2026Q2: 21,672 shares 21,672 $1.31M 0.02% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,985 shares; 2024Q4: 4,835 shares; 2025Q1: 6,157 shares; 2025Q2: 4,832 shares; 2025Q3: 4,682 shares; 2025Q4: 4,687 shares; 2026Q1: not reported; 2026Q2: 8,152 shares 8,152 $1.3M 0.02% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,678 shares; 2026Q1: not reported; 2026Q2: 9,023 shares 9,023 $1.3M 0.02% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,797 shares; 2024Q4: 18,802 shares; 2025Q1: 19,528 shares; 2025Q2: 24,511 shares; 2025Q3: 24,196 shares; 2025Q4: 22,443 shares; 2026Q1: not reported; 2026Q2: 23,559 shares 23,559 $1.3M 0.02% new Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,647 shares; 2026Q1: not reported; 2026Q2: 60,176 shares 60,176 $1.3M 0.02% new Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,759 shares; 2024Q4: 6,309 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,668 shares; 2026Q1: 29,551 shares; 2026Q2: 29,479 shares 29,479 $1.29M 0.02% -72 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,536 shares; 2024Q4: 25,607 shares; 2025Q1: 20,930 shares; 2025Q2: 21,241 shares; 2025Q3: 20,269 shares; 2025Q4: 33,973 shares; 2026Q1: 34,610 shares; 2026Q2: 31,942 shares 31,942 $1.29M 0.02% -2,668 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,596 shares; 2025Q3: 7,509 shares; 2025Q4: 14,521 shares; 2026Q1: not reported; 2026Q2: 12,474 shares 12,474 $1.29M 0.02% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: not reported; 2025Q4: 10,025 shares; 2026Q1: 12,731 shares; 2026Q2: 12,909 shares 12,909 $1.28M 0.02% +178 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,712 shares; 2024Q4: 37,673 shares; 2025Q1: 31,357 shares; 2025Q2: 30,981 shares; 2025Q3: not reported; 2025Q4: 5,655 shares; 2026Q1: not reported; 2026Q2: 23,493 shares 23,493 $1.28M 0.02% new Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,312 shares 47,312 $1.28M 0.02% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,605 shares; 2024Q4: 3,851 shares; 2025Q1: 4,235 shares; 2025Q2: 4,631 shares; 2025Q3: 10,968 shares; 2025Q4: 13,754 shares; 2026Q1: not reported; 2026Q2: 11,807 shares 11,807 $1.26M 0.02% new Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,053 shares; 2024Q4: 2,053 shares; 2025Q1: not reported; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 6,053 shares; 2026Q1: 6,053 shares; 2026Q2: 7,436 shares 7,436 $1.25M 0.02% +1,383 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,987 shares; 2024Q4: 6,235 shares; 2025Q1: 8,356 shares; 2025Q2: 2,766 shares; 2025Q3: 4,611 shares; 2025Q4: 4,680 shares; 2026Q1: 7,019 shares; 2026Q2: 10,703 shares 10,703 $1.25M 0.02% +3,684 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,197 shares; 2024Q4: 13,120 shares; 2025Q1: 15,388 shares; 2025Q2: 18,890 shares; 2025Q3: 13,360 shares; 2025Q4: 12,388 shares; 2026Q1: 10,444 shares; 2026Q2: 10,930 shares 10,930 $1.25M 0.02% +486 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 242,727 shares; 2025Q1: 227,437 shares; 2025Q2: 40,548 shares; 2025Q3: 46,044 shares; 2025Q4: 43,705 shares; 2026Q1: 38,190 shares; 2026Q2: 24,645 shares 24,645 $1.25M 0.02% -13,545 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,662 shares; 2024Q4: not reported; 2025Q1: 10,256 shares; 2025Q2: 7,737 shares; 2025Q3: 7,291 shares; 2025Q4: 7,066 shares; 2026Q1: not reported; 2026Q2: 11,997 shares 11,997 $1.24M 0.02% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,231 shares; 2026Q1: not reported; 2026Q2: 20,694 shares 20,694 $1.24M 0.02% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,997 shares; 2024Q4: 2,993 shares; 2025Q1: 2,072 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 2,562 shares; 2026Q1: not reported; 2026Q2: 2,356 shares 2,356 $1.23M 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,848 shares; 2024Q4: 11,365 shares; 2025Q1: 9,126 shares; 2025Q2: 9,086 shares; 2025Q3: 9,784 shares; 2025Q4: 9,796 shares; 2026Q1: not reported; 2026Q2: 8,067 shares 8,067 $1.23M 0.02% new Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,468 shares; 2026Q1: not reported; 2026Q2: 9,000 shares 9,000 $1.23M 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,188 shares; 2024Q4: 126,526 shares; 2025Q1: 113,184 shares; 2025Q2: 94,715 shares; 2025Q3: 93,109 shares; 2025Q4: 86,346 shares; 2026Q1: not reported; 2026Q2: 86,999 shares 86,999 $1.21M 0.02% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,806 shares 8,806 $1.19M 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,263 shares; 2024Q4: 20,439 shares; 2025Q1: 18,783 shares; 2025Q2: 18,859 shares; 2025Q3: 18,558 shares; 2025Q4: 17,133 shares; 2026Q1: 11,412 shares; 2026Q2: 11,640 shares 11,640 $1.19M 0.02% +228 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,157 shares; 2026Q1: 23,537 shares; 2026Q2: 22,399 shares 22,399 $1.19M 0.02% -1,138 Timeline QID PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,524 shares; 2024Q4: 27,151 shares; 2025Q1: 27,165 shares; 2025Q2: 44,362 shares; 2025Q3: 53,347 shares; 2025Q4: 65,068 shares; 2026Q1: 45,746 shares; 2026Q2: 87,273 shares 87,273 $1.18M 0.02% +41,527 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,575 shares; 2024Q4: 25,575 shares; 2025Q1: 30,575 shares; 2025Q2: 35,575 shares; 2025Q3: 35,575 shares; 2025Q4: 55,075 shares; 2026Q1: not reported; 2026Q2: 55,075 shares 55,075 $1.18M 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,066 shares; 2024Q4: 23,242 shares; 2025Q1: 4,782 shares; 2025Q2: 5,343 shares; 2025Q3: 5,176 shares; 2025Q4: 5,160 shares; 2026Q1: not reported; 2026Q2: 3,754 shares 3,754 $1.18M 0.02% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,716 shares; 2025Q4: 10,298 shares; 2026Q1: 16,841 shares; 2026Q2: 44,274 shares 44,274 $1.18M 0.02% +27,433 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,541 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,472 shares; 2025Q3: 4,472 shares; 2025Q4: 4,571 shares; 2026Q1: not reported; 2026Q2: 23,562 shares 23,562 $1.17M 0.02% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,048 shares; 2024Q4: 24,126 shares; 2025Q1: 24,110 shares; 2025Q2: 24,924 shares; 2025Q3: 20,436 shares; 2025Q4: 19,482 shares; 2026Q1: 21,749 shares; 2026Q2: 10,561 shares 10,561 $1.17M 0.02% -11,188 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,398 shares; 2026Q1: not reported; 2026Q2: 5,251 shares 5,251 $1.16M 0.02% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,136 shares; 2024Q4: 92,267 shares; 2025Q1: 59,067 shares; 2025Q2: 75,147 shares; 2025Q3: 69,970 shares; 2025Q4: 44,255 shares; 2026Q1: 34,058 shares; 2026Q2: 34,642 shares 34,642 $1.16M 0.02% +584 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 65,981 shares; 2025Q1: 54,519 shares; 2025Q2: 31,585 shares; 2025Q3: 62,381 shares; 2025Q4: 31,113 shares; 2026Q1: 46,459 shares; 2026Q2: 34,517 shares 34,517 $1.15M 0.02% -11,942 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,569 shares; 2024Q4: 4,585 shares; 2025Q1: 5,602 shares; 2025Q2: 8,058 shares; 2025Q3: 7,056 shares; 2025Q4: 6,264 shares; 2026Q1: not reported; 2026Q2: 4,629 shares 4,629 $1.15M 0.02% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,705 shares; 2025Q3: 33,329 shares; 2025Q4: 34,220 shares; 2026Q1: not reported; 2026Q2: 45,350 shares 45,350 $1.14M 0.02% new Timeline