SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,646 shares; 2025Q1: 5,106 shares; 2025Q2: 90,094 shares; 2025Q3: 93,933 shares; 2025Q4: 96,484 shares; 2026Q1: 104,453 shares; 2026Q2: 177,210 shares; 2026Q3: 239,532 shares 239,532 $21.5M 3.38% +62,322 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,391 shares; 2025Q1: 27,520 shares; 2025Q2: 53,063 shares; 2025Q3: 62,665 shares; 2025Q4: 65,488 shares; 2026Q1: 67,726 shares; 2026Q2: 65,016 shares; 2026Q3: 76,358 shares 76,358 $17.4M 2.74% +11,342 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 295 shares; 2025Q1: 980 shares; 2025Q2: 5,883 shares; 2025Q3: 4,469 shares; 2025Q4: 7,235 shares; 2026Q1: 5,109 shares; 2026Q2: 17,608 shares; 2026Q3: 21,828 shares 21,828 $16.7M 2.63% +4,220 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,345 shares; 2025Q1: 16,338 shares; 2025Q2: 28,126 shares; 2025Q3: 31,946 shares; 2025Q4: 25,862 shares; 2026Q1: 25,838 shares; 2026Q2: 28,714 shares; 2026Q3: 37,872 shares 37,872 $12.6M 1.98% +9,158 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,337 shares; 2025Q1: 9,574 shares; 2025Q2: 15,736 shares; 2025Q3: 15,550 shares; 2025Q4: 16,652 shares; 2026Q1: 17,533 shares; 2026Q2: 17,339 shares; 2026Q3: 17,193 shares 17,193 $12.1M 1.89% -146 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,921 shares; 2025Q4: 4,858 shares; 2026Q1: 21,995 shares; 2026Q2: 120,307 shares; 2026Q3: 256,862 shares 256,862 $11.3M 1.78% +136,555 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,641 shares; 2025Q1: 13,088 shares; 2025Q2: 18,754 shares; 2025Q3: 17,248 shares; 2025Q4: 17,024 shares; 2026Q1: 17,095 shares; 2026Q2: 16,165 shares; 2026Q3: 14,712 shares 14,712 $10.9M 1.71% -1,453 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,922 shares; 2025Q1: 8,973 shares; 2025Q2: 16,516 shares; 2025Q3: 17,928 shares; 2025Q4: 17,742 shares; 2026Q1: 19,968 shares; 2026Q2: 19,292 shares; 2026Q3: 20,479 shares 20,479 $10.5M 1.65% +1,187 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 302,059 shares; 2025Q1: 297,207 shares; 2025Q2: 237,450 shares; 2025Q3: 230,342 shares; 2025Q4: 221,071 shares; 2026Q1: 139,934 shares; 2026Q2: 132,332 shares; 2026Q3: 113,283 shares 113,283 $10.4M 1.64% -19,049 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,599 shares; 2026Q2: 45,598 shares; 2026Q3: 69,671 shares 69,671 $9.91M 1.56% +24,073 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,505 shares; 2025Q1: 4,478 shares; 2025Q2: 13,580 shares; 2025Q3: 17,353 shares; 2025Q4: 18,060 shares; 2026Q1: 17,283 shares; 2026Q2: 15,785 shares; 2026Q3: 12,787 shares 12,787 $9.75M 1.53% -2,998 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,026 shares; 2025Q3: 4,437 shares; 2025Q4: 4,338 shares; 2026Q1: 13,195 shares; 2026Q2: 91,726 shares; 2026Q3: 138,534 shares 138,534 $9.59M 1.51% +46,808 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,702 shares; 2025Q1: 49,339 shares; 2025Q2: 88,595 shares; 2025Q3: 54,685 shares; 2025Q4: 62,530 shares; 2026Q1: 121,442 shares; 2026Q2: 119,431 shares; 2026Q3: 101,657 shares 101,657 $9.32M 1.46% -17,774 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,837 shares; 2025Q1: 13,711 shares; 2025Q2: 14,313 shares; 2025Q3: 13,319 shares; 2025Q4: 13,306 shares; 2026Q1: 13,304 shares; 2026Q2: 13,062 shares; 2026Q3: 13,027 shares 13,027 $8.75M 1.38% -35 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; 2024Q4: 39,592 shares; 2025Q1: 39,189 shares; 2025Q2: 43,267 shares; 2025Q3: 28,974 shares; 2025Q4: 28,998 shares; 2026Q1: 71,408 shares; 2026Q2: 67,754 shares; 2026Q3: 59,678 shares 59,678 $8.74M 1.37% -8,076 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 319,521 shares; 2025Q1: 329,887 shares; 2025Q2: 345,144 shares; 2025Q3: 313,291 shares; 2025Q4: 317,892 shares; 2026Q1: 337,451 shares; 2026Q2: 312,379 shares; 2026Q3: 298,507 shares 298,507 $7.27M 1.14% -13,872 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,880 shares; 2025Q1: 15,154 shares; 2025Q2: 9,407 shares; 2025Q3: 14,250 shares; 2025Q4: 12,054 shares; 2026Q1: 7,573 shares; 2026Q2: 6,721 shares; 2026Q3: 5,969 shares 5,969 $6.36M 1% -752 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,858 shares; 2026Q2: 16,082 shares; 2026Q3: 27,711 shares 27,711 $6.33M 0.99% +11,629 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,496 shares; 2025Q1: 11,199 shares; 2025Q2: 59,356 shares; 2025Q3: 82,328 shares; 2025Q4: 103,155 shares; 2026Q1: 125,446 shares; 2026Q2: 100,882 shares; 2026Q3: 125,500 shares 125,500 $6.3M 0.99% +24,618 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,587 shares; 2025Q1: 19,677 shares; 2025Q2: 20,312 shares; 2025Q3: 20,953 shares; 2025Q4: 18,359 shares; 2026Q1: 18,015 shares; 2026Q2: 18,131 shares; 2026Q3: 17,976 shares 17,976 $6.13M 0.96% -155 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,302 shares; 2025Q1: 11,652 shares; 2025Q2: 11,900 shares; 2025Q3: 11,676 shares; 2025Q4: 11,520 shares; 2026Q1: 12,801 shares; 2026Q2: 12,669 shares; 2026Q3: 11,081 shares 11,081 $5.52M 0.87% -1,588 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,037 shares; 2026Q3: 71,262 shares 71,262 $5.39M 0.85% +36,225 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83,287 shares; 2026Q3: 147,629 shares 147,629 $5.37M 0.84% +64,342 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,228 shares; 2025Q1: 16,731 shares; 2025Q2: 17,687 shares; 2025Q3: 16,956 shares; 2025Q4: 15,440 shares; 2026Q1: 14,983 shares; 2026Q2: 14,712 shares; 2026Q3: 13,955 shares 13,955 $5.31M 0.84% -757 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,291 shares; 2025Q1: 15,167 shares; 2025Q2: 24,665 shares; 2025Q3: 25,490 shares; 2025Q4: 17,830 shares; 2026Q1: 17,274 shares; 2026Q2: 19,529 shares; 2026Q3: 21,055 shares 21,055 $5.25M 0.82% +1,526 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,753 shares; 2025Q3: 25,087 shares; 2025Q4: 33,669 shares; 2026Q1: 33,375 shares; 2026Q2: 29,649 shares; 2026Q3: 24,901 shares 24,901 $5.18M 0.81% -4,748 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,058 shares; 2025Q1: 1,042 shares; 2025Q2: 1,981 shares; 2025Q3: 1,558 shares; 2025Q4: 1,867 shares; 2026Q1: 2,087 shares; 2026Q2: 4,262 shares; 2026Q3: 4,398 shares 4,398 $5.09M 0.8% +136 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,688 shares; 2025Q1: 60,237 shares; 2025Q2: 59,931 shares; 2025Q3: 59,483 shares; 2025Q4: 58,892 shares; 2026Q1: 58,083 shares; 2026Q2: 55,539 shares; 2026Q3: 46,807 shares 46,807 $4.78M 0.75% -8,732 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,723 shares; 2025Q3: 11,104 shares; 2025Q4: 13,206 shares; 2026Q1: 33,529 shares; 2026Q2: 124,015 shares; 2026Q3: 210,037 shares 210,037 $4.59M 0.72% +86,022 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,707 shares; 2025Q3: 10,261 shares; 2025Q4: 11,122 shares; 2026Q1: 11,312 shares; 2026Q2: 12,712 shares; 2026Q3: 13,213 shares 13,213 $4.55M 0.71% +501 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,479 shares; 2025Q1: 9,289 shares; 2025Q2: 56,642 shares; 2025Q3: 64,510 shares; 2025Q4: 67,935 shares; 2026Q1: 72,356 shares; 2026Q2: 72,611 shares; 2026Q3: 86,845 shares 86,845 $4.5M 0.71% +14,234 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,368 shares; 2025Q1: 3,165 shares; 2025Q2: 8,882 shares; 2025Q3: 10,780 shares; 2025Q4: 11,093 shares; 2026Q1: 11,562 shares; 2026Q2: 13,041 shares; 2026Q3: 12,704 shares 12,704 $4.46M 0.7% -337 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145,553 shares; 2025Q1: 141,945 shares; 2025Q2: 145,806 shares; 2025Q3: 132,016 shares; 2025Q4: 131,645 shares; 2026Q1: 78,270 shares; 2026Q2: 57,296 shares; 2026Q3: 52,893 shares 52,893 $4.29M 0.68% -4,403 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,830 shares; 2026Q2: 56,215 shares; 2026Q3: 90,577 shares 90,577 $4.27M 0.67% +34,362 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,558 shares; 2025Q3: 26,891 shares; 2025Q4: 25,835 shares; 2026Q1: 30,387 shares; 2026Q2: 43,882 shares; 2026Q3: 51,736 shares 51,736 $4.2M 0.66% +7,854 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 257 shares; 2025Q1: 2,153 shares; 2025Q2: 6,204 shares; 2025Q3: 10,612 shares; 2025Q4: 9,962 shares; 2026Q1: 10,057 shares; 2026Q2: 9,583 shares; 2026Q3: 11,714 shares 11,714 $4.16M 0.65% +2,131 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,694 shares; 2025Q1: 7,757 shares; 2025Q2: 15,382 shares; 2025Q3: 11,366 shares; 2025Q4: 9,103 shares; 2026Q1: 9,402 shares; 2026Q2: 9,319 shares; 2026Q3: 37,143 shares 37,143 $4.1M 0.64% +27,824 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,154 shares; 2026Q3: 82,875 shares 82,875 $4.06M 0.64% +36,721 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; 2024Q4: not reported; 2025Q1: 20,038 shares; 2025Q2: 5,447 shares; 2025Q3: 6,658 shares; 2025Q4: 6,681 shares; 2026Q1: 95,455 shares; 2026Q2: 6,208 shares; 2026Q3: 39,886 shares 39,886 $4.01M 0.63% +33,678 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 48,305 shares; 2025Q2: 46,258 shares; 2025Q3: 60,661 shares; 2025Q4: 60,947 shares; 2026Q1: 65,066 shares; 2026Q2: 65,732 shares; 2026Q3: 59,864 shares 59,864 $4M 0.63% -5,868 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; 2024Q4: 55,704 shares; 2025Q1: 52,932 shares; 2025Q2: 53,384 shares; 2025Q3: 87,377 shares; 2025Q4: 92,175 shares; 2026Q1: 75,865 shares; 2026Q2: 77,290 shares; 2026Q3: 75,321 shares 75,321 $3.91M 0.61% -1,969 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,010 shares; 2025Q1: 12,660 shares; 2025Q2: 12,283 shares; 2025Q3: 12,513 shares; 2025Q4: 15,417 shares; 2026Q1: 15,038 shares; 2026Q2: 14,846 shares; 2026Q3: 14,272 shares 14,272 $3.84M 0.6% -574 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,416 shares; 2025Q1: 7,401 shares; 2025Q2: 10,577 shares; 2025Q3: 10,127 shares; 2025Q4: 9,981 shares; 2026Q1: 11,836 shares; 2026Q2: 12,118 shares; 2026Q3: 11,417 shares 11,417 $3.78M 0.59% -701 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 480,755 shares; 2025Q1: 475,777 shares; 2025Q2: 404,975 shares; 2025Q3: 405,146 shares; 2025Q4: 353,761 shares; 2026Q1: 306,739 shares; 2026Q2: 170,092 shares; 2026Q3: 145,671 shares 145,671 $3.7M 0.58% -24,421 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 28,727 shares; 2025Q2: 36,081 shares; 2025Q3: 44,588 shares; 2025Q4: 44,749 shares; 2026Q1: 44,126 shares; 2026Q2: 41,478 shares; 2026Q3: 35,539 shares 35,539 $3.69M 0.58% -5,939 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,877 shares; 2025Q3: 5,123 shares; 2025Q4: 5,279 shares; 2026Q1: 6,624 shares; 2026Q2: 23,448 shares; 2026Q3: 35,404 shares 35,404 $3.58M 0.56% +11,956 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,785 shares; 2026Q3: 118,227 shares 118,227 $3.53M 0.56% +44,442 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223,114 shares; 2026Q2: 222,416 shares; 2026Q3: 222,485 shares 222,485 $3.4M 0.53% +69 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,851 shares; 2025Q2: 20,915 shares; 2025Q3: 27,837 shares; 2025Q4: 32,033 shares; 2026Q1: 32,683 shares; 2026Q2: 28,228 shares; 2026Q3: 27,084 shares 27,084 $3.33M 0.52% -1,144 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 201,344 shares; 2025Q1: 210,670 shares; 2025Q2: 203,395 shares; 2025Q3: 208,501 shares; 2025Q4: 208,184 shares; 2026Q1: 208,793 shares; 2026Q2: 201,161 shares; 2026Q3: 181,427 shares 181,427 $3.3M 0.52% -19,734 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 965 shares; 2025Q1: 3,448 shares; 2025Q2: 4,386 shares; 2025Q3: 8,355 shares; 2025Q4: 7,681 shares; 2026Q1: 7,421 shares; 2026Q2: 5,277 shares; 2026Q3: 4,720 shares 4,720 $3.19M 0.5% -557 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,892 shares; 2025Q1: not reported; 2025Q2: 54,033 shares; 2025Q3: 56,390 shares; 2025Q4: 64,585 shares; 2026Q1: 104,998 shares; 2026Q2: 99,603 shares; 2026Q3: 41,157 shares 41,157 $3.18M 0.5% -58,446 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,718 shares; 2025Q1: not reported; 2025Q2: 10,297 shares; 2025Q3: 21,577 shares; 2025Q4: 33,141 shares; 2026Q1: 41,883 shares; 2026Q2: 57,705 shares; 2026Q3: 50,676 shares 50,676 $3.1M 0.49% -7,029 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 550 shares; 2025Q1: 731 shares; 2025Q2: 3,275 shares; 2025Q3: 3,630 shares; 2025Q4: 4,054 shares; 2026Q1: 4,225 shares; 2026Q2: 4,909 shares; 2026Q3: 4,164 shares 4,164 $3.02M 0.47% -745 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,427 shares; 2025Q1: not reported; 2025Q2: 11,026 shares; 2025Q3: 10,768 shares; 2025Q4: 10,019 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,491 shares 9,491 $2.89M 0.45% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,604 shares; 2026Q2: 42,120 shares; 2026Q3: 64,281 shares 64,281 $2.83M 0.44% +22,161 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; 2024Q4: 37,946 shares; 2025Q1: 41,318 shares; 2025Q2: 45,773 shares; 2025Q3: 44,458 shares; 2025Q4: 44,830 shares; 2026Q1: 43,733 shares; 2026Q2: 43,582 shares; 2026Q3: 41,588 shares 41,588 $2.83M 0.44% -1,994 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,282 shares; 2025Q4: 24,277 shares; 2026Q1: 27,162 shares; 2026Q2: 27,779 shares; 2026Q3: 27,174 shares 27,174 $2.7M 0.42% -605 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,134 shares; 2025Q1: 3,343 shares; 2025Q2: 4,522 shares; 2025Q3: 4,633 shares; 2025Q4: 4,371 shares; 2026Q1: 4,380 shares; 2026Q2: 4,458 shares; 2026Q3: 4,389 shares 4,389 $2.69M 0.42% -69 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,265 shares; 2026Q3: 120,553 shares 120,553 $2.66M 0.42% +48,288 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,538 shares; 2025Q2: 20,809 shares; 2025Q3: 33,697 shares; 2025Q4: 43,002 shares; 2026Q1: 47,980 shares; 2026Q2: 41,188 shares; 2026Q3: 36,172 shares 36,172 $2.59M 0.41% -5,016 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,387 shares; 2026Q3: 51,497 shares 51,497 $2.58M 0.41% +23,110 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,118 shares; 2025Q2: 20,475 shares; 2025Q3: 26,713 shares; 2025Q4: 28,309 shares; 2026Q1: 28,486 shares; 2026Q2: 32,252 shares; 2026Q3: 25,989 shares 25,989 $2.52M 0.4% -6,263 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 28,084 shares; 2025Q2: 28,944 shares; 2025Q3: 27,775 shares; 2025Q4: 25,465 shares; 2026Q1: 25,721 shares; 2026Q2: 35,973 shares; 2026Q3: 76,700 shares 76,700 $2.5M 0.39% +40,727 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,046 shares; 2025Q3: 29,927 shares; 2025Q4: 39,521 shares; 2026Q1: 40,087 shares; 2026Q2: 36,818 shares; 2026Q3: 31,849 shares 31,849 $2.49M 0.39% -4,969 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,971 shares; 2025Q3: 4,684 shares; 2025Q4: 4,597 shares; 2026Q1: 4,860 shares; 2026Q2: 28,956 shares; 2026Q3: 27,172 shares 27,172 $2.45M 0.39% -1,784 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,966 shares; 2025Q1: not reported; 2025Q2: 12,787 shares; 2025Q3: 12,499 shares; 2025Q4: 12,836 shares; 2026Q1: 12,892 shares; 2026Q2: 12,377 shares; 2026Q3: 11,181 shares 11,181 $2.42M 0.38% -1,196 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,878 shares; 2025Q2: 5,389 shares; 2025Q3: 8,177 shares; 2025Q4: 11,297 shares; 2026Q1: 11,790 shares; 2026Q2: 12,417 shares; 2026Q3: 11,803 shares 11,803 $2.41M 0.38% -614 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,089 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,415 shares; 2026Q2: 19,256 shares; 2026Q3: 26,435 shares 26,435 $2.37M 0.37% +7,179 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,810 shares; 2026Q2: 11,094 shares; 2026Q3: 19,638 shares 19,638 $2.35M 0.37% +8,544 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,841 shares; 2025Q1: not reported; 2025Q2: 28,608 shares; 2025Q3: 40,669 shares; 2025Q4: 36,458 shares; 2026Q1: 40,500 shares; 2026Q2: 36,242 shares; 2026Q3: 43,611 shares 43,611 $2.31M 0.36% +7,369 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 611 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,459 shares; 2026Q1: 13,637 shares; 2026Q2: 21,878 shares; 2026Q3: 14,216 shares 14,216 $2.24M 0.35% -7,662 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,879 shares; 2025Q1: 1,968 shares; 2025Q2: 4,340 shares; 2025Q3: 3,939 shares; 2025Q4: 3,463 shares; 2026Q1: 2,359 shares; 2026Q2: 2,623 shares; 2026Q3: 6,222 shares 6,222 $2.24M 0.35% +3,599 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,999 shares; 2025Q3: 41,877 shares; 2025Q4: 61,440 shares; 2026Q1: 49,143 shares; 2026Q2: 54,511 shares; 2026Q3: 43,119 shares 43,119 $2.12M 0.33% -11,392 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,297 shares; 2025Q1: 51,289 shares; 2025Q2: 51,461 shares; 2025Q3: 46,186 shares; 2025Q4: 43,769 shares; 2026Q1: 47,686 shares; 2026Q2: 48,969 shares; 2026Q3: 42,400 shares 42,400 $2.11M 0.33% -6,569 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; 2024Q4: 74,584 shares; 2025Q1: 57,272 shares; 2025Q2: 53,678 shares; 2025Q3: 52,860 shares; 2025Q4: 45,113 shares; 2026Q1: 28,225 shares; 2026Q2: 25,266 shares; 2026Q3: 23,607 shares 23,607 $2.07M 0.33% -1,659 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,436 shares; 2025Q4: 25,771 shares; 2026Q1: 24,711 shares; 2026Q2: 24,748 shares; 2026Q3: 23,961 shares 23,961 $2.03M 0.32% -787 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,722 shares; 2026Q2: 39,989 shares; 2026Q3: 31,363 shares 31,363 $1.93M 0.3% -8,626 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,306 shares; 2025Q1: 22,462 shares; 2025Q2: not reported; 2025Q3: 2,129 shares; 2025Q4: not reported; 2026Q1: 1,765 shares; 2026Q2: 1,722 shares; 2026Q3: 16,787 shares 16,787 $1.9M 0.3% +15,065 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,668 shares; 2025Q4: 27,923 shares; 2026Q1: not reported; 2026Q2: 6,600 shares; 2026Q3: 53,773 shares 53,773 $1.86M 0.29% +47,173 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,824 shares; 2026Q2: 9,792 shares; 2026Q3: 9,723 shares 9,723 $1.76M 0.28% -69 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,216 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 45,123 shares 45,123 $1.69M 0.27% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 59,251 shares 59,251 $1.66M 0.26% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,016 shares; 2025Q3: 1,951 shares; 2025Q4: 1,868 shares; 2026Q1: 2,039 shares; 2026Q2: 3,312 shares; 2026Q3: 3,591 shares 3,591 $1.64M 0.26% +279 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 4,736 shares; 2025Q2: 16,865 shares; 2025Q3: 17,937 shares; 2025Q4: 17,937 shares; 2026Q1: 14,621 shares; 2026Q2: 14,913 shares; 2026Q3: 15,739 shares 15,739 $1.64M 0.26% +826 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,905 shares; 2025Q4: 13,644 shares; 2026Q1: 12,054 shares; 2026Q2: 11,149 shares; 2026Q3: 10,160 shares 10,160 $1.63M 0.26% -989 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,627 shares; 2026Q2: 9,639 shares; 2026Q3: 9,637 shares 9,637 $1.63M 0.26% -2 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,302 shares; 2026Q1: 5,696 shares; 2026Q2: 13,382 shares; 2026Q3: 19,454 shares 19,454 $1.54M 0.24% +6,072 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,652 shares; 2026Q2: 21,765 shares; 2026Q3: 30,310 shares 30,310 $1.54M 0.24% +8,545 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,408 shares; 2026Q2: 7,174 shares; 2026Q3: 16,497 shares 16,497 $1.52M 0.24% +9,323 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 372 shares; 2025Q1: not reported; 2025Q2: 3,358 shares; 2025Q3: 4,159 shares; 2025Q4: 3,997 shares; 2026Q1: 3,773 shares; 2026Q2: 4,145 shares; 2026Q3: 4,054 shares 4,054 $1.52M 0.24% -91 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,096 shares; 2025Q1: 35,086 shares; 2025Q2: 62,781 shares; 2025Q3: 67,088 shares; 2025Q4: 67,709 shares; 2026Q1: 41,985 shares; 2026Q2: 46,998 shares; 2026Q3: 36,596 shares 36,596 $1.51M 0.24% -10,402 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,009 shares; 2025Q3: 20,967 shares; 2025Q4: 20,629 shares; 2026Q1: 22,857 shares; 2026Q2: 23,082 shares; 2026Q3: 20,200 shares 20,200 $1.49M 0.23% -2,882 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,998 shares; 2025Q3: 21,883 shares; 2025Q4: 20,519 shares; 2026Q1: 20,244 shares; 2026Q2: 19,154 shares; 2026Q3: 18,105 shares 18,105 $1.49M 0.23% -1,049 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,758 shares; 2025Q3: 28,303 shares; 2025Q4: 34,130 shares; 2026Q1: 35,408 shares; 2026Q2: 29,715 shares; 2026Q3: 30,581 shares 30,581 $1.48M 0.23% +866 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 474 shares; 2025Q1: 3,504 shares; 2025Q2: 4,735 shares; 2025Q3: 5,355 shares; 2025Q4: 5,324 shares; 2026Q1: 5,364 shares; 2026Q2: 5,701 shares; 2026Q3: 5,557 shares 5,557 $1.47M 0.23% -144 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,030 shares; 2025Q4: 1,116 shares; 2026Q1: 1,906 shares; 2026Q2: 3,176 shares; 2026Q3: 4,594 shares 4,594 $1.46M 0.23% +1,418 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,466 shares; 2025Q1: 8,265 shares; 2025Q2: 8,663 shares; 2025Q3: 9,913 shares; 2025Q4: 13,488 shares; 2026Q1: 12,809 shares; 2026Q2: 12,399 shares; 2026Q3: 12,581 shares 12,581 $1.45M 0.23% +182 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,843 shares; 2025Q1: not reported; 2025Q2: 3,055 shares; 2025Q3: 3,274 shares; 2025Q4: 8,495 shares; 2026Q1: 8,819 shares; 2026Q2: 10,039 shares; 2026Q3: 9,949 shares 9,949 $1.45M 0.23% -90 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,017 shares; 2025Q1: 38,361 shares; 2025Q2: 33,411 shares; 2025Q3: 32,368 shares; 2025Q4: 27,826 shares; 2026Q1: 21,476 shares; 2026Q2: 8,872 shares; 2026Q3: 7,572 shares 7,572 $1.44M 0.23% -1,300 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,583 shares 16,583 $1.43M 0.22% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,625 shares; 2026Q1: 8,964 shares; 2026Q2: 8,533 shares; 2026Q3: 7,752 shares 7,752 $1.42M 0.22% -781 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,511 shares; 2025Q1: 3,140 shares; 2025Q2: 3,317 shares; 2025Q3: 3,484 shares; 2025Q4: 5,108 shares; 2026Q1: 4,118 shares; 2026Q2: 4,532 shares; 2026Q3: 4,861 shares 4,861 $1.38M 0.22% +329 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,060 shares; 2026Q3: 44,133 shares 44,133 $1.38M 0.22% +26,073 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,272 shares; 2025Q1: not reported; 2025Q2: 15,596 shares; 2025Q3: 14,733 shares; 2025Q4: 15,023 shares; 2026Q1: 16,323 shares; 2026Q2: 16,278 shares; 2026Q3: 21,792 shares 21,792 $1.37M 0.22% +5,514 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,695 shares; 2025Q1: 7,897 shares; 2025Q2: 8,475 shares; 2025Q3: 8,288 shares; 2025Q4: 9,530 shares; 2026Q1: 9,595 shares; 2026Q2: 9,838 shares; 2026Q3: 8,923 shares 8,923 $1.37M 0.22% -915 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,609 shares; 2025Q3: 26,542 shares; 2025Q4: 36,127 shares; 2026Q1: 35,575 shares; 2026Q2: 24,677 shares; 2026Q3: 22,949 shares 22,949 $1.37M 0.21% -1,728 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,371 shares; 2025Q1: 1,351 shares; 2025Q2: 1,576 shares; 2025Q3: 1,622 shares; 2025Q4: 1,655 shares; 2026Q1: 1,676 shares; 2026Q2: 1,733 shares; 2026Q3: 1,675 shares 1,675 $1.36M 0.21% -58 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,978 shares; 2025Q1: 25,815 shares; 2025Q2: 26,191 shares; 2025Q3: 26,786 shares; 2025Q4: 27,720 shares; 2026Q1: 17,643 shares; 2026Q2: 14,585 shares; 2026Q3: 10,811 shares 10,811 $1.35M 0.21% -3,774 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,485 shares; 2025Q3: 7,193 shares; 2025Q4: 6,836 shares; 2026Q1: 7,077 shares; 2026Q2: 7,966 shares; 2026Q3: 12,102 shares 12,102 $1.3M 0.2% +4,136 Timeline PQUS 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 45,173 shares 45,173 $1.29M 0.2% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,520 shares; 2025Q1: 33,601 shares; 2025Q2: 33,929 shares; 2025Q3: 30,415 shares; 2025Q4: 28,343 shares; 2026Q1: 15,788 shares; 2026Q2: 16,149 shares; 2026Q3: 14,817 shares 14,817 $1.28M 0.2% -1,332 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,884 shares; 2025Q1: not reported; 2025Q2: 18,093 shares; 2025Q3: 18,725 shares; 2025Q4: 20,667 shares; 2026Q1: 22,022 shares; 2026Q2: 22,586 shares; 2026Q3: 27,855 shares 27,855 $1.27M 0.2% +5,269 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,558 shares; 2025Q1: 5,374 shares; 2025Q2: 3,501 shares; 2025Q3: 3,748 shares; 2025Q4: 3,822 shares; 2026Q1: 3,360 shares; 2026Q2: 3,296 shares; 2026Q3: 3,007 shares 3,007 $1.27M 0.2% -289 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,685 shares; 2026Q3: 21,052 shares 21,052 $1.26M 0.2% +2,367 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,275 shares; 2026Q3: 29,795 shares 29,795 $1.26M 0.2% +10,520 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,658 shares; 2026Q1: 14,174 shares; 2026Q2: 31,533 shares; 2026Q3: 31,097 shares 31,097 $1.26M 0.2% -436 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,736 shares; 2025Q1: 2,365 shares; 2025Q2: 3,726 shares; 2025Q3: 3,732 shares; 2025Q4: 7,570 shares; 2026Q1: 11,661 shares; 2026Q2: 13,452 shares; 2026Q3: 6,801 shares 6,801 $1.25M 0.2% -6,651 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,004 shares; 2026Q1: 8,058 shares; 2026Q2: 8,958 shares; 2026Q3: 18,442 shares 18,442 $1.24M 0.2% +9,484 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,765 shares; 2026Q2: 23,504 shares; 2026Q3: 21,819 shares 21,819 $1.24M 0.19% -1,685 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,007 shares; 2025Q1: 1,194 shares; 2025Q2: 2,434 shares; 2025Q3: 2,451 shares; 2025Q4: 2,232 shares; 2026Q1: 2,228 shares; 2026Q2: 2,341 shares; 2026Q3: 2,233 shares 2,233 $1.23M 0.19% -108 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,723 shares; 2025Q3: 5,140 shares; 2025Q4: 5,479 shares; 2026Q1: 5,799 shares; 2026Q2: 5,445 shares; 2026Q3: 6,493 shares 6,493 $1.21M 0.19% +1,048 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,271 shares; 2026Q3: 7,895 shares 7,895 $1.17M 0.18% -376 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 154 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 457 shares; 2026Q2: 5,956 shares; 2026Q3: 9,185 shares 9,185 $1.15M 0.18% +3,229 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,099 shares; 2025Q1: 5,582 shares; 2025Q2: 7,850 shares; 2025Q3: 7,952 shares; 2025Q4: 8,154 shares; 2026Q1: 8,345 shares; 2026Q2: 8,543 shares; 2026Q3: 8,840 shares 8,840 $1.14M 0.18% +297 Timeline DVOL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,283 shares; 2025Q4: 22,302 shares; 2026Q1: 33,142 shares; 2026Q2: 38,328 shares; 2026Q3: 32,372 shares 32,372 $1.14M 0.18% -5,956 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,806 shares; 2025Q1: 14,900 shares; 2025Q2: 24,714 shares; 2025Q3: 25,087 shares; 2025Q4: 28,791 shares; 2026Q1: 28,888 shares; 2026Q2: 28,849 shares; 2026Q3: 24,739 shares 24,739 $1.13M 0.18% -4,110 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,858 shares; 2025Q3: 64,159 shares; 2025Q4: 79,425 shares; 2026Q1: 83,301 shares; 2026Q2: 68,302 shares; 2026Q3: 61,623 shares 61,623 $1.13M 0.18% -6,679 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,026 shares; 2025Q1: 10,292 shares; 2025Q2: 11,517 shares; 2025Q3: 19,958 shares; 2025Q4: 23,598 shares; 2026Q1: 38,358 shares; 2026Q2: 12,614 shares; 2026Q3: 12,636 shares 12,636 $1.09M 0.17% +22 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,942 shares; 2025Q1: 2,112 shares; 2025Q2: 2,326 shares; 2025Q3: 2,414 shares; 2025Q4: 2,304 shares; 2026Q1: 2,318 shares; 2026Q2: 2,261 shares; 2026Q3: 3,585 shares 3,585 $1.09M 0.17% +1,324 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,566 shares; 2025Q1: 4,656 shares; 2025Q2: 9,469 shares; 2025Q3: 8,251 shares; 2025Q4: 12,076 shares; 2026Q1: 11,627 shares; 2026Q2: 12,659 shares; 2026Q3: 12,640 shares 12,640 $1.09M 0.17% -19 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,650 shares; 2025Q1: 2,123 shares; 2025Q2: 3,679 shares; 2025Q3: 3,586 shares; 2025Q4: 3,630 shares; 2026Q1: 3,561 shares; 2026Q2: 3,997 shares; 2026Q3: 4,121 shares 4,121 $1.08M 0.17% +124 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,400 shares; 2026Q3: 5,862 shares 5,862 $1.08M 0.17% +462 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; 2024Q4: 2,189 shares; 2025Q1: 31,514 shares; 2025Q2: 7,812 shares; 2025Q3: 7,204 shares; 2025Q4: 7,003 shares; 2026Q1: 6,626 shares; 2026Q2: 6,428 shares; 2026Q3: 21,386 shares 21,386 $1.08M 0.17% +14,958 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,085 shares; 2025Q3: 14,378 shares; 2025Q4: 33,191 shares; 2026Q1: 35,827 shares; 2026Q2: 37,703 shares; 2026Q3: 45,058 shares 45,058 $1.07M 0.17% +7,355 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,373 shares; 2025Q1: not reported; 2025Q2: 83,323 shares; 2025Q3: 65,310 shares; 2025Q4: 36,433 shares; 2026Q1: 25,924 shares; 2026Q2: 26,684 shares; 2026Q3: 25,939 shares 25,939 $1.06M 0.17% -745 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; 2024Q4: 25,677 shares; 2025Q1: 26,604 shares; 2025Q2: 19,483 shares; 2025Q3: 20,867 shares; 2025Q4: 21,584 shares; 2026Q1: 17,935 shares; 2026Q2: 18,299 shares; 2026Q3: 16,968 shares 16,968 $1.06M 0.17% -1,331 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,989 shares; 2025Q3: 50,943 shares; 2025Q4: 53,584 shares; 2026Q1: 30,118 shares; 2026Q2: 27,292 shares; 2026Q3: 25,057 shares 25,057 $1.05M 0.16% -2,235 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 481 shares; 2025Q1: 617 shares; 2025Q2: 1,189 shares; 2025Q3: 3,608 shares; 2025Q4: 3,019 shares; 2026Q1: 3,045 shares; 2026Q2: 3,058 shares; 2026Q3: 2,837 shares 2,837 $1.04M 0.16% -221 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,557 shares 5,557 $1.04M 0.16% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,063 shares; 2026Q1: 8,206 shares; 2026Q2: 10,334 shares; 2026Q3: 11,325 shares 11,325 $1.03M 0.16% +991 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,046 shares; 2025Q2: 14,354 shares; 2025Q3: 16,420 shares; 2025Q4: 17,707 shares; 2026Q1: 18,161 shares; 2026Q2: 17,249 shares; 2026Q3: 14,309 shares 14,309 $1.03M 0.16% -2,940 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,862 shares; 2026Q2: 14,895 shares; 2026Q3: 19,957 shares 19,957 $1.02M 0.16% +5,062 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,755 shares; 2026Q1: 5,938 shares; 2026Q2: 7,477 shares; 2026Q3: 8,500 shares 8,500 $1.02M 0.16% +1,023 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,671 shares; 2025Q1: 5,944 shares; 2025Q2: 17,950 shares; 2025Q3: 11,761 shares; 2025Q4: 27,602 shares; 2026Q1: 11,880 shares; 2026Q2: 11,523 shares; 2026Q3: 10,762 shares 10,762 $1.02M 0.16% -761 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; 2024Q4: 2,505 shares; 2025Q1: not reported; 2025Q2: 17,943 shares; 2025Q3: 25,139 shares; 2025Q4: 18,170 shares; 2026Q1: 27,178 shares; 2026Q2: 26,862 shares; 2026Q3: 25,195 shares 25,195 $988K 0.16% -1,667 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,076 shares; 2025Q1: 5,504 shares; 2025Q2: 4,492 shares; 2025Q3: 7,472 shares; 2025Q4: 4,427 shares; 2026Q1: 6,698 shares; 2026Q2: 4,344 shares; 2026Q3: 7,456 shares 7,456 $987K 0.16% +3,112 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,937 shares; 2025Q3: 5,431 shares; 2025Q4: 7,136 shares; 2026Q1: 7,105 shares; 2026Q2: 8,849 shares; 2026Q3: 8,915 shares 8,915 $975K 0.15% +66 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,244 shares; 2026Q3: 3,680 shares 3,680 $972K 0.15% +2,436 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,848 shares; 2025Q1: 3,338 shares; 2025Q2: 3,521 shares; 2025Q3: 3,576 shares; 2025Q4: 3,429 shares; 2026Q1: 3,486 shares; 2026Q2: 3,405 shares; 2026Q3: 2,956 shares 2,956 $961K 0.15% -449 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,363 shares; 2026Q2: 8,465 shares; 2026Q3: 18,862 shares 18,862 $958K 0.15% +10,397 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,638 shares; 2025Q1: 4,779 shares; 2025Q2: 4,838 shares; 2025Q3: 4,897 shares; 2025Q4: 4,920 shares; 2026Q1: 4,873 shares; 2026Q2: 4,997 shares; 2026Q3: 4,717 shares 4,717 $956K 0.15% -280 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,732 shares; 2025Q1: 2,278 shares; 2025Q2: 6,037 shares; 2025Q3: 6,694 shares; 2025Q4: 5,378 shares; 2026Q1: 5,376 shares; 2026Q2: 5,798 shares; 2026Q3: 6,534 shares 6,534 $949K 0.15% +736 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,318 shares; 2026Q3: 20,312 shares 20,312 $945K 0.15% +3,994 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,031 shares; 2026Q3: 6,133 shares 6,133 $930K 0.15% -2,898 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,318 shares 3,318 $911K 0.14% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,078 shares; 2026Q3: 8,866 shares 8,866 $905K 0.14% -8,212 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,364 shares; 2025Q3: 4,855 shares; 2025Q4: 6,527 shares; 2026Q1: 4,766 shares; 2026Q2: 5,982 shares; 2026Q3: 6,013 shares 6,013 $896K 0.14% +31 Timeline TSPA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,365 shares; 2026Q3: 18,365 shares 18,365 $886K 0.14% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 969 shares; 2025Q2: 3,290 shares; 2025Q3: 2,985 shares; 2025Q4: 6,719 shares; 2026Q1: 4,956 shares; 2026Q2: 4,848 shares; 2026Q3: 4,509 shares 4,509 $883K 0.14% -339 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 861 shares; 2025Q1: 1,395 shares; 2025Q2: 585 shares; 2025Q3: 1,354 shares; 2025Q4: 1,519 shares; 2026Q1: 991 shares; 2026Q2: 1,110 shares; 2026Q3: 1,363 shares 1,363 $876K 0.14% +253 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,556 shares; 2025Q4: 9,057 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,605 shares 12,605 $874K 0.14% new Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,435 shares; 2025Q2: 22,234 shares; 2025Q3: 22,234 shares; 2025Q4: 22,234 shares; 2026Q1: 22,234 shares; 2026Q2: 22,234 shares; 2026Q3: 22,234 shares 22,234 $864K 0.14% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,533 shares; 2026Q3: 9,189 shares 9,189 $864K 0.14% -3,344 Timeline RJDI CARILLON SER TR More: the full row for CARILLON SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,024 shares; 2026Q2: 35,085 shares; 2026Q3: 30,295 shares 30,295 $862K 0.14% -4,790 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 536 shares; 2025Q1: 567 shares; 2025Q2: 781 shares; 2025Q3: 730 shares; 2025Q4: 689 shares; 2026Q1: 646 shares; 2026Q2: 2,997 shares; 2026Q3: 3,095 shares 3,095 $852K 0.13% +98 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,983 shares 7,983 $851K 0.13% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 319 shares; 2025Q1: 459 shares; 2025Q2: 1,159 shares; 2025Q3: 1,156 shares; 2025Q4: 929 shares; 2026Q1: 985 shares; 2026Q2: 938 shares; 2026Q3: 931 shares 931 $848K 0.13% -7 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,157 shares; 2025Q3: 3,058 shares; 2025Q4: 2,877 shares; 2026Q1: 2,884 shares; 2026Q2: 2,755 shares; 2026Q3: 2,501 shares 2,501 $845K 0.13% -254 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,472 shares; 2025Q3: 1,827 shares; 2025Q4: 1,817 shares; 2026Q1: 1,881 shares; 2026Q2: 9,040 shares; 2026Q3: 9,099 shares 9,099 $843K 0.13% +59 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,571 shares; 2025Q1: not reported; 2025Q2: 10,719 shares; 2025Q3: 10,944 shares; 2025Q4: 13,351 shares; 2026Q1: 14,337 shares; 2026Q2: 15,576 shares; 2026Q3: 15,441 shares 15,441 $840K 0.13% -135 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,910 shares; 2025Q3: 4,132 shares; 2025Q4: 4,104 shares; 2026Q1: 4,117 shares; 2026Q2: 3,939 shares; 2026Q3: 3,569 shares 3,569 $825K 0.13% -370 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,384 shares; 2025Q1: 39,301 shares; 2025Q2: 34,874 shares; 2025Q3: 33,889 shares; 2025Q4: 33,369 shares; 2026Q1: 38,869 shares; 2026Q2: 36,283 shares; 2026Q3: 31,840 shares 31,840 $824K 0.13% -4,443 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,955 shares 5,955 $820K 0.13% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 718 shares; 2026Q2: 800 shares; 2026Q3: 880 shares 880 $812K 0.13% +80 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,655 shares 14,655 $811K 0.13% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 302 shares; 2025Q4: 264 shares; 2026Q1: 314 shares; 2026Q2: 412 shares; 2026Q3: 446 shares 446 $808K 0.13% +34 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,159 shares; 2026Q3: 5,565 shares 5,565 $801K 0.13% -594 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,494 shares; 2025Q3: 8,002 shares; 2025Q4: 8,043 shares; 2026Q1: 8,058 shares; 2026Q2: 7,737 shares; 2026Q3: 9,369 shares 9,369 $797K 0.13% +1,632 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 183 shares; 2025Q1: not reported; 2025Q2: 926 shares; 2025Q3: 808 shares; 2025Q4: 2,104 shares; 2026Q1: 1,832 shares; 2026Q2: 3,705 shares; 2026Q3: 3,280 shares 3,280 $787K 0.12% -425 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,083 shares; 2026Q3: 10,065 shares 10,065 $786K 0.12% +4,982 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,697 shares; 2025Q4: 1,662 shares; 2026Q1: not reported; 2026Q2: 1,495 shares; 2026Q3: 3,859 shares 3,859 $786K 0.12% +2,364 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; 2024Q4: 1,459 shares; 2025Q1: 2,990 shares; 2025Q2: 3,238 shares; 2025Q3: 3,369 shares; 2025Q4: 3,324 shares; 2026Q1: 3,304 shares; 2026Q2: 3,318 shares; 2026Q3: 3,312 shares 3,312 $784K 0.12% -6 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 308,207 shares; 2025Q1: 327,947 shares; 2025Q2: 349,718 shares; 2025Q3: 353,366 shares; 2025Q4: 358,551 shares; 2026Q1: 216,468 shares; 2026Q2: 220,312 shares; 2026Q3: 86,079 shares 86,079 $781K 0.12% -134,233 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,345 shares; 2025Q3: 12,694 shares; 2025Q4: 13,037 shares; 2026Q1: 13,936 shares; 2026Q2: 15,659 shares; 2026Q3: 16,295 shares 16,295 $764K 0.12% +636 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 332 shares; 2025Q3: 345 shares; 2025Q4: 430 shares; 2026Q1: 416 shares; 2026Q2: 4,505 shares; 2026Q3: 3,867 shares 3,867 $754K 0.12% -638 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,726 shares; 2025Q1: 2,520 shares; 2025Q2: 2,684 shares; 2025Q3: 2,521 shares; 2025Q4: 2,497 shares; 2026Q1: 1,504 shares; 2026Q2: 1,499 shares; 2026Q3: 1,473 shares 1,473 $750K 0.12% -26 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: 1,147 shares; 2025Q4: 1,250 shares; 2026Q1: 1,400 shares; 2026Q2: 1,586 shares; 2026Q3: 1,453 shares 1,453 $743K 0.12% -133 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,190 shares; 2025Q3: 10,414 shares; 2025Q4: 10,445 shares; 2026Q1: 11,806 shares; 2026Q2: 12,794 shares; 2026Q3: 7,755 shares 7,755 $737K 0.12% -5,039 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,881 shares; 2026Q3: 10,620 shares 10,620 $721K 0.11% -1,261 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,979 shares; 2025Q3: 16,695 shares; 2025Q4: 14,718 shares; 2026Q1: 16,467 shares; 2026Q2: 4,326 shares; 2026Q3: 2,657 shares 2,657 $714K 0.11% -1,669 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,534 shares; 2025Q1: 1,625 shares; 2025Q2: 2,480 shares; 2025Q3: 2,353 shares; 2025Q4: 2,453 shares; 2026Q1: 2,616 shares; 2026Q2: 2,609 shares; 2026Q3: 2,662 shares 2,662 $697K 0.11% +53 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348 shares; 2025Q4: 900 shares; 2026Q1: 899 shares; 2026Q2: 756 shares; 2026Q3: 726 shares 726 $690K 0.11% -30 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,742 shares; 2026Q2: 1,993 shares; 2026Q3: 2,063 shares 2,063 $678K 0.11% +70 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; 2024Q4: not reported; 2025Q1: 9,709 shares; 2025Q2: 10,949 shares; 2025Q3: 11,222 shares; 2025Q4: 10,703 shares; 2026Q1: 10,338 shares; 2026Q2: 11,671 shares; 2026Q3: 9,789 shares 9,789 $671K 0.11% -1,882 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,650 shares; 2025Q3: 4,713 shares; 2025Q4: not reported; 2026Q1: 2,368 shares; 2026Q2: 5,492 shares; 2026Q3: 8,042 shares 8,042 $661K 0.1% +2,550 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,621 shares; 2025Q1: 3,819 shares; 2025Q2: 3,650 shares; 2025Q3: 3,986 shares; 2025Q4: 4,055 shares; 2026Q1: 3,984 shares; 2026Q2: 4,260 shares; 2026Q3: 4,237 shares 4,237 $657K 0.1% -23 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,932 shares; 2025Q1: 3,439 shares; 2025Q2: 4,913 shares; 2025Q3: 4,899 shares; 2025Q4: 5,018 shares; 2026Q1: 4,953 shares; 2026Q2: 5,055 shares; 2026Q3: 2,944 shares 2,944 $648K 0.1% -2,111 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,231 shares; 2025Q3: 2,809 shares; 2025Q4: 1,998 shares; 2026Q1: 3,657 shares; 2026Q2: 1,324 shares; 2026Q3: 3,841 shares 3,841 $647K 0.1% +2,517 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,221 shares; 2025Q4: 8,381 shares; 2026Q1: 67,334 shares; 2026Q2: 13,938 shares; 2026Q3: 14,535 shares 14,535 $646K 0.1% +597 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 23,470 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,456 shares; 2026Q1: 14,370 shares; 2026Q2: 14,410 shares; 2026Q3: 12,696 shares 12,696 $641K 0.1% -1,714 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,837 shares; 2026Q2: 2,320 shares; 2026Q3: 2,869 shares 2,869 $638K 0.1% +549 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,890 shares; 2025Q2: 4,268 shares; 2025Q3: 3,968 shares; 2025Q4: 4,914 shares; 2026Q1: 5,076 shares; 2026Q2: 5,795 shares; 2026Q3: 4,656 shares 4,656 $633K 0.1% -1,139 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,126 shares; 2025Q3: 6,839 shares; 2025Q4: 9,610 shares; 2026Q1: 9,214 shares; 2026Q2: 9,079 shares; 2026Q3: 8,844 shares 8,844 $628K 0.1% -235 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,813 shares; 2026Q2: 5,990 shares; 2026Q3: 5,442 shares 5,442 $627K 0.1% -548 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,253 shares; 2025Q1: not reported; 2025Q2: 28,546 shares; 2025Q3: 29,279 shares; 2025Q4: 33,885 shares; 2026Q1: 32,795 shares; 2026Q2: 33,778 shares; 2026Q3: 25,530 shares 25,530 $623K 0.1% -8,248 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 56,963 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,767 shares; 2026Q2: 32,831 shares; 2026Q3: 30,271 shares 30,271 $618K 0.1% -2,560 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,307 shares; 2025Q3: 1,149 shares; 2025Q4: 1,387 shares; 2026Q1: 1,241 shares; 2026Q2: 1,209 shares; 2026Q3: 1,141 shares 1,141 $618K 0.1% -68 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,676 shares; 2025Q3: 13,524 shares; 2025Q4: 16,818 shares; 2026Q1: 16,181 shares; 2026Q2: 14,581 shares; 2026Q3: 13,309 shares 13,309 $617K 0.1% -1,272 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,115 shares; 2026Q3: 7,266 shares 7,266 $612K 0.1% +4,151 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,266 shares; 2025Q4: 14,604 shares; 2026Q1: 14,428 shares; 2026Q2: 15,938 shares; 2026Q3: 15,023 shares 15,023 $611K 0.1% -915 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,314 shares; 2025Q3: 9,694 shares; 2025Q4: 8,689 shares; 2026Q1: 10,181 shares; 2026Q2: 11,574 shares; 2026Q3: 13,626 shares 13,626 $607K 0.1% +2,052 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,382 shares; 2025Q2: 6,569 shares; 2025Q3: 6,565 shares; 2025Q4: 6,833 shares; 2026Q1: 7,326 shares; 2026Q2: 6,752 shares; 2026Q3: 5,833 shares 5,833 $607K 0.1% -919 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,396 shares; 2025Q1: 3,539 shares; 2025Q2: 6,145 shares; 2025Q3: 5,702 shares; 2025Q4: 4,495 shares; 2026Q1: 4,227 shares; 2026Q2: 4,883 shares; 2026Q3: 6,124 shares 6,124 $605K 0.1% +1,241 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,395 shares 5,395 $598K 0.09% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 954 shares; 2026Q2: 1,408 shares; 2026Q3: 1,312 shares 1,312 $596K 0.09% -96 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,934 shares; 2026Q2: 44,533 shares; 2026Q3: 31,667 shares 31,667 $586K 0.09% -12,866 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 587 shares; 2025Q3: 602 shares; 2025Q4: 604 shares; 2026Q1: 555 shares; 2026Q2: 636 shares; 2026Q3: 640 shares 640 $576K 0.09% +4 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,134 shares; 2025Q3: 22,233 shares; 2025Q4: 32,794 shares; 2026Q1: 33,578 shares; 2026Q2: 26,759 shares; 2026Q3: 24,172 shares 24,172 $574K 0.09% -2,587 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 852 shares; 2025Q1: not reported; 2025Q2: 3,184 shares; 2025Q3: 3,066 shares; 2025Q4: 2,545 shares; 2026Q1: 2,774 shares; 2026Q2: 3,053 shares; 2026Q3: 6,777 shares 6,777 $571K 0.09% +3,724 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; 2024Q4: 21,122 shares; 2025Q1: 22,728 shares; 2025Q2: 24,522 shares; 2025Q3: 25,545 shares; 2025Q4: 26,763 shares; 2026Q1: 30,833 shares; 2026Q2: 29,842 shares; 2026Q3: 26,224 shares 26,224 $571K 0.09% -3,618 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,253 shares; 2025Q1: 1,375 shares; 2025Q2: 1,380 shares; 2025Q3: 1,798 shares; 2025Q4: 1,543 shares; 2026Q1: 1,558 shares; 2026Q2: 1,580 shares; 2026Q3: 1,457 shares 1,457 $566K 0.09% -123 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 924 shares; 2026Q2: 1,449 shares; 2026Q3: 1,422 shares 1,422 $562K 0.09% -27 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 18,840 shares; 2025Q2: 18,840 shares; 2025Q3: 18,840 shares; 2025Q4: 18,840 shares; 2026Q1: 18,840 shares; 2026Q2: 18,840 shares; 2026Q3: 18,840 shares 18,840 $552K 0.09% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,491 shares; 2025Q1: 9,563 shares; 2025Q2: 10,342 shares; 2025Q3: 10,329 shares; 2025Q4: 10,139 shares; 2026Q1: 10,543 shares; 2026Q2: 14,977 shares; 2026Q3: 15,204 shares 15,204 $546K 0.09% +227 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,811 shares; 2026Q2: 52,345 shares; 2026Q3: 53,043 shares 53,043 $544K 0.09% +698 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,601 shares; 2026Q3: 11,165 shares 11,165 $544K 0.09% -436 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,664 shares 4,664 $540K 0.08% new Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,340 shares; 2025Q4: 4,296 shares; 2026Q1: 4,174 shares; 2026Q2: 3,974 shares; 2026Q3: 3,500 shares 3,500 $540K 0.08% -474 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,053 shares; 2025Q1: 9,011 shares; 2025Q2: 9,828 shares; 2025Q3: 9,928 shares; 2025Q4: 11,012 shares; 2026Q1: 11,397 shares; 2026Q2: 12,670 shares; 2026Q3: 11,561 shares 11,561 $537K 0.08% -1,109 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; 2024Q4: 8,943 shares; 2025Q1: 8,792 shares; 2025Q2: 9,748 shares; 2025Q3: 9,897 shares; 2025Q4: 9,699 shares; 2026Q1: 9,630 shares; 2026Q2: 8,761 shares; 2026Q3: 8,045 shares 8,045 $537K 0.08% -716 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: 3,251 shares; 2025Q4: 3,239 shares; 2026Q1: 3,497 shares; 2026Q2: 3,372 shares; 2026Q3: 3,269 shares 3,269 $527K 0.08% -103 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,237 shares; 2025Q3: 7,237 shares; 2025Q4: 7,263 shares; 2026Q1: 7,273 shares; 2026Q2: 7,273 shares; 2026Q3: 7,282 shares 7,282 $525K 0.08% +9 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,770 shares; 2025Q1: not reported; 2025Q2: 4,299 shares; 2025Q3: 3,254 shares; 2025Q4: 5,204 shares; 2026Q1: 6,479 shares; 2026Q2: 5,752 shares; 2026Q3: 4,912 shares 4,912 $524K 0.08% -840 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,113 shares; 2025Q3: 7,893 shares; 2025Q4: 11,057 shares; 2026Q1: 10,819 shares; 2026Q2: 10,835 shares; 2026Q3: 10,853 shares 10,853 $524K 0.08% +18 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,843 shares; 2025Q4: 4,075 shares; 2026Q1: 4,454 shares; 2026Q2: 4,766 shares; 2026Q3: 5,002 shares 5,002 $523K 0.08% +236 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 19,396 shares; 2025Q2: 28,435 shares; 2025Q3: 29,464 shares; 2025Q4: not reported; 2026Q1: 14,265 shares; 2026Q2: 14,250 shares; 2026Q3: 12,525 shares 12,525 $523K 0.08% -1,725 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,594 shares; 2025Q4: 90,798 shares; 2026Q1: 84,576 shares; 2026Q2: 20,120 shares; 2026Q3: 17,334 shares 17,334 $522K 0.08% -2,786 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,668 shares; 2026Q2: 9,488 shares; 2026Q3: 8,492 shares 8,492 $517K 0.08% -996 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,201 shares; 2025Q3: 3,201 shares; 2025Q4: 2,523 shares; 2026Q1: 2,148 shares; 2026Q2: 1,962 shares; 2026Q3: 1,845 shares 1,845 $513K 0.08% -117 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,017 shares; 2026Q3: 23,891 shares 23,891 $511K 0.08% +1,874 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,795 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,368 shares; 2026Q3: 2,732 shares 2,732 $511K 0.08% +364 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 418 shares; 2025Q1: 413 shares; 2025Q2: 1,552 shares; 2025Q3: 415 shares; 2025Q4: 2,086 shares; 2026Q1: 2,551 shares; 2026Q2: 4,304 shares; 2026Q3: 3,800 shares 3,800 $509K 0.08% -504 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: 1,432 shares; 2025Q4: 1,196 shares; 2026Q1: 1,254 shares; 2026Q2: 1,698 shares; 2026Q3: 1,613 shares 1,613 $504K 0.08% -85 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,658 shares; 2025Q2: 1,734 shares; 2025Q3: 1,693 shares; 2025Q4: 1,737 shares; 2026Q1: 3,332 shares; 2026Q2: 3,331 shares; 2026Q3: 2,914 shares 2,914 $498K 0.08% -417 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,296 shares 3,296 $497K 0.08% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,080 shares; 2025Q4: 4,400 shares; 2026Q1: 4,840 shares; 2026Q2: 5,293 shares; 2026Q3: 5,583 shares 5,583 $494K 0.08% +290 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,596 shares; 2025Q1: not reported; 2025Q2: 2,768 shares; 2025Q3: 2,811 shares; 2025Q4: 4,334 shares; 2026Q1: 4,324 shares; 2026Q2: 4,792 shares; 2026Q3: 4,704 shares 4,704 $493K 0.08% -88 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,172 shares; 2025Q2: 10,924 shares; 2025Q3: 18,299 shares; 2025Q4: 20,088 shares; 2026Q1: 20,890 shares; 2026Q2: 17,822 shares; 2026Q3: 13,511 shares 13,511 $492K 0.08% -4,311 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,879 shares; 2025Q4: 1,749 shares; 2026Q1: 2,111 shares; 2026Q2: 2,161 shares; 2026Q3: 1,811 shares 1,811 $492K 0.08% -350 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,894 shares; 2025Q1: not reported; 2025Q2: 4,442 shares; 2025Q3: 8,883 shares; 2025Q4: 11,039 shares; 2026Q1: 10,647 shares; 2026Q2: 10,137 shares; 2026Q3: 7,733 shares 7,733 $484K 0.08% -2,404 Timeline SPLS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,787 shares 8,787 $484K 0.08% new Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,876 shares 16,876 $483K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,676 shares; 2025Q3: 6,305 shares; 2025Q4: 5,416 shares; 2026Q1: 5,089 shares; 2026Q2: 5,592 shares; 2026Q3: 5,996 shares 5,996 $480K 0.08% +404 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,876 shares; 2026Q2: 1,631 shares; 2026Q3: 1,208 shares 1,208 $480K 0.08% -423 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,089 shares; 2025Q1: 23,654 shares; 2025Q2: 9,426 shares; 2025Q3: 6,004 shares; 2025Q4: 11,014 shares; 2026Q1: 9,342 shares; 2026Q2: 6,156 shares; 2026Q3: 6,134 shares 6,134 $479K 0.08% -22 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,447 shares; 2026Q1: 9,609 shares; 2026Q2: 9,550 shares; 2026Q3: 9,736 shares 9,736 $476K 0.07% +186 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,430 shares; 2025Q3: 5,088 shares; 2025Q4: 5,760 shares; 2026Q1: 5,590 shares; 2026Q2: 5,121 shares; 2026Q3: 5,287 shares 5,287 $473K 0.07% +166 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,347 shares; 2025Q3: 4,165 shares; 2025Q4: 4,268 shares; 2026Q1: 4,371 shares; 2026Q2: 4,237 shares; 2026Q3: 5,222 shares 5,222 $468K 0.07% +985 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,718 shares; 2025Q1: 29,906 shares; 2025Q2: 28,483 shares; 2025Q3: 27,563 shares; 2025Q4: 24,048 shares; 2026Q1: 22,271 shares; 2026Q2: 6,111 shares; 2026Q3: 4,311 shares 4,311 $466K 0.07% -1,800 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,406 shares; 2026Q3: 7,858 shares 7,858 $461K 0.07% -548 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,993 shares; 2025Q1: 12,132 shares; 2025Q2: 17,836 shares; 2025Q3: 22,079 shares; 2025Q4: 26,743 shares; 2026Q1: 27,052 shares; 2026Q2: 45,140 shares; 2026Q3: 45,953 shares 45,953 $457K 0.07% +813 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,243 shares; 2025Q1: 15,175 shares; 2025Q2: 3,210 shares; 2025Q3: 2,938 shares; 2025Q4: 5,396 shares; 2026Q1: 6,476 shares; 2026Q2: 4,837 shares; 2026Q3: 4,780 shares 4,780 $457K 0.07% -57 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,318 shares; 2025Q1: 17,463 shares; 2025Q2: 22,901 shares; 2025Q3: 23,239 shares; 2025Q4: 27,841 shares; 2026Q1: 32,366 shares; 2026Q2: 40,896 shares; 2026Q3: 41,574 shares 41,574 $450K 0.07% +678 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,730 shares; 2025Q1: 14,265 shares; 2025Q2: 16,368 shares; 2025Q3: 13,652 shares; 2025Q4: 15,943 shares; 2026Q1: 5,104 shares; 2026Q2: 4,763 shares; 2026Q3: 3,237 shares 3,237 $444K 0.07% -1,526 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,540 shares; 2025Q3: 3,139 shares; 2025Q4: 3,124 shares; 2026Q1: 3,523 shares; 2026Q2: 3,504 shares; 2026Q3: 3,090 shares 3,090 $443K 0.07% -414 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; 2024Q4: 26,600 shares; 2025Q1: 26,818 shares; 2025Q2: 27,462 shares; 2025Q3: 23,819 shares; 2025Q4: 25,207 shares; 2026Q1: 25,159 shares; 2026Q2: 22,776 shares; 2026Q3: 18,093 shares 18,093 $442K 0.07% -4,683 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,093 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,260 shares; 2025Q4: not reported; 2026Q1: 5,042 shares; 2026Q2: 5,331 shares; 2026Q3: 6,256 shares 6,256 $439K 0.07% +925 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,935 shares; 2025Q3: 6,762 shares; 2025Q4: 5,540 shares; 2026Q1: 3,768 shares; 2026Q2: 3,745 shares; 2026Q3: 3,916 shares 3,916 $435K 0.07% +171 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,337 shares; 2025Q1: not reported; 2025Q2: 4,047 shares; 2025Q3: 4,256 shares; 2025Q4: 4,223 shares; 2026Q1: 4,299 shares; 2026Q2: 5,168 shares; 2026Q3: 4,446 shares 4,446 $433K 0.07% -722 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,150 shares; 2025Q1: not reported; 2025Q2: 2,745 shares; 2025Q3: 2,912 shares; 2025Q4: 2,881 shares; 2026Q1: 3,111 shares; 2026Q2: 3,132 shares; 2026Q3: 2,893 shares 2,893 $429K 0.07% -239 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,106 shares; 2025Q3: 6,744 shares; 2025Q4: 7,590 shares; 2026Q1: 7,186 shares; 2026Q2: 6,886 shares; 2026Q3: 6,335 shares 6,335 $427K 0.07% -551 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,166 shares 6,166 $427K 0.07% new Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,639 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,675 shares; 2026Q2: 9,983 shares; 2026Q3: 20,899 shares 20,899 $426K 0.07% +10,916 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,228 shares; 2025Q3: 4,161 shares; 2025Q4: 4,200 shares; 2026Q1: 4,218 shares; 2026Q2: 4,087 shares; 2026Q3: 3,790 shares 3,790 $416K 0.07% -297 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,974 shares; 2025Q1: 7,284 shares; 2025Q2: 7,230 shares; 2025Q3: 6,756 shares; 2025Q4: 6,820 shares; 2026Q1: 6,468 shares; 2026Q2: 6,123 shares; 2026Q3: 4,961 shares 4,961 $411K 0.06% -1,162 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,794 shares; 2025Q1: 3,874 shares; 2025Q2: 4,969 shares; 2025Q3: 5,174 shares; 2025Q4: 5,194 shares; 2026Q1: 5,061 shares; 2026Q2: 4,790 shares; 2026Q3: 4,291 shares 4,291 $410K 0.06% -499 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,817 shares; 2025Q2: 28,543 shares; 2025Q3: 27,905 shares; 2025Q4: 15,447 shares; 2026Q1: 15,736 shares; 2026Q2: 4,708 shares; 2026Q3: 3,590 shares 3,590 $409K 0.06% -1,118 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,768 shares; 2026Q1: 18,843 shares; 2026Q2: 18,280 shares; 2026Q3: 17,128 shares 17,128 $409K 0.06% -1,152 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; 2024Q4: 39,147 shares; 2025Q1: 24,922 shares; 2025Q2: 24,470 shares; 2025Q3: 21,414 shares; 2025Q4: 15,934 shares; 2026Q1: 16,034 shares; 2026Q2: 30,289 shares; 2026Q3: 7,647 shares 7,647 $405K 0.06% -22,642 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,069 shares; 2025Q4: 15,672 shares; 2026Q1: 22,324 shares; 2026Q2: 19,949 shares; 2026Q3: 19,017 shares 19,017 $402K 0.06% -932 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,001 shares; 2026Q2: 979 shares; 2026Q3: 1,033 shares 1,033 $401K 0.06% +54 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,738 shares; 2025Q4: 7,423 shares; 2026Q1: 7,022 shares; 2026Q2: 7,093 shares; 2026Q3: 6,855 shares 6,855 $400K 0.06% -238 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,068 shares; 2025Q1: 491 shares; 2025Q2: 860 shares; 2025Q3: 826 shares; 2025Q4: 7,754 shares; 2026Q1: 8,434 shares; 2026Q2: 8,079 shares; 2026Q3: 5,721 shares 5,721 $398K 0.06% -2,358 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,288 shares; 2026Q3: 3,472 shares 3,472 $397K 0.06% -816 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,196 shares; 2025Q3: 4,013 shares; 2025Q4: 4,668 shares; 2026Q1: 5,541 shares; 2026Q2: 5,209 shares; 2026Q3: 5,047 shares 5,047 $395K 0.06% -162 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,550 shares; 2025Q1: 4,626 shares; 2025Q2: 4,600 shares; 2025Q3: 4,087 shares; 2025Q4: 4,126 shares; 2026Q1: 4,201 shares; 2026Q2: 6,091 shares; 2026Q3: 5,580 shares 5,580 $394K 0.06% -511 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,603 shares; 2025Q3: 5,455 shares; 2025Q4: 5,427 shares; 2026Q1: 5,382 shares; 2026Q2: 5,060 shares; 2026Q3: 4,473 shares 4,473 $394K 0.06% -587 Timeline SRFM SURF AIR MOBILITY INC More: the full row for SURF AIR MOBILITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 326,831 shares; 2026Q2: 324,331 shares; 2026Q3: 324,331 shares 324,331 $389K 0.06% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,816 shares; 2025Q1: 14,145 shares; 2025Q2: 13,502 shares; 2025Q3: 12,781 shares; 2025Q4: 13,108 shares; 2026Q1: 14,122 shares; 2026Q2: 14,070 shares; 2026Q3: 13,115 shares 13,115 $387K 0.06% -955 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 546 shares; 2025Q1: 618 shares; 2025Q2: 1,058 shares; 2025Q3: 1,128 shares; 2025Q4: 913 shares; 2026Q1: 842 shares; 2026Q2: 935 shares; 2026Q3: 975 shares 975 $385K 0.06% +40 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,068 shares; 2025Q1: 3,923 shares; 2025Q2: 4,085 shares; 2025Q3: 4,287 shares; 2025Q4: 4,637 shares; 2026Q1: 5,249 shares; 2026Q2: 5,273 shares; 2026Q3: 6,235 shares 6,235 $382K 0.06% +962 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,870 shares; 2025Q3: 7,139 shares; 2025Q4: 7,227 shares; 2026Q1: 7,494 shares; 2026Q2: 7,477 shares; 2026Q3: 7,944 shares 7,944 $382K 0.06% +467 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,294 shares; 2025Q3: 2,439 shares; 2025Q4: 3,414 shares; 2026Q1: 4,208 shares; 2026Q2: 3,669 shares; 2026Q3: 3,542 shares 3,542 $379K 0.06% -127 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,434 shares; 2026Q1: not reported; 2026Q2: 2,019 shares; 2026Q3: 1,962 shares 1,962 $377K 0.06% -57 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,671 shares; 2025Q1: 18,209 shares; 2025Q2: 17,950 shares; 2025Q3: 14,808 shares; 2025Q4: 14,763 shares; 2026Q1: 13,846 shares; 2026Q2: 13,567 shares; 2026Q3: 8,181 shares 8,181 $371K 0.06% -5,386 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,172 shares; 2025Q2: 4,488 shares; 2025Q3: 1,493 shares; 2025Q4: 1,667 shares; 2026Q1: 1,875 shares; 2026Q2: 2,063 shares; 2026Q3: 1,967 shares 1,967 $370K 0.06% -96 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,924 shares; 2025Q3: 2,858 shares; 2025Q4: 2,805 shares; 2026Q1: 3,249 shares; 2026Q2: 3,263 shares; 2026Q3: 2,966 shares 2,966 $370K 0.06% -297 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,142 shares; 2026Q1: 3,948 shares; 2026Q2: 4,335 shares; 2026Q3: 3,788 shares 3,788 $369K 0.06% -547 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; 2024Q4: 1,763 shares; 2025Q1: not reported; 2025Q2: 7,465 shares; 2025Q3: 7,756 shares; 2025Q4: 7,842 shares; 2026Q1: 8,826 shares; 2026Q2: 8,972 shares; 2026Q3: 9,086 shares 9,086 $367K 0.06% +114 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,501 shares; 2025Q4: 5,172 shares; 2026Q1: 4,952 shares; 2026Q2: 2,909 shares; 2026Q3: 3,305 shares 3,305 $367K 0.06% +396 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,545 shares; 2025Q1: 4,529 shares; 2025Q2: 4,489 shares; 2025Q3: 5,194 shares; 2025Q4: 5,071 shares; 2026Q1: 6,355 shares; 2026Q2: 6,358 shares; 2026Q3: 6,507 shares 6,507 $366K 0.06% +149 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,156 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,114 shares; 2026Q3: 1,301 shares 1,301 $364K 0.06% +187 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; 2024Q4: 2,692 shares; 2025Q1: not reported; 2025Q2: 21,162 shares; 2025Q3: 24,845 shares; 2025Q4: 23,962 shares; 2026Q1: 26,720 shares; 2026Q2: 30,817 shares; 2026Q3: 3,904 shares 3,904 $362K 0.06% -26,913 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,936 shares; 2026Q3: 3,227 shares 3,227 $356K 0.06% +291 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,956 shares; 2025Q3: 7,470 shares; 2025Q4: 8,032 shares; 2026Q1: 9,281 shares; 2026Q2: 8,940 shares; 2026Q3: 7,896 shares 7,896 $351K 0.06% -1,044 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132 shares; 2026Q3: 201 shares 201 $350K 0.05% +69 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,493 shares; 2025Q3: 3,714 shares; 2025Q4: 3,463 shares; 2026Q1: 3,952 shares; 2026Q2: 3,968 shares; 2026Q3: 4,636 shares 4,636 $350K 0.05% +668 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 422 shares; 2025Q1: not reported; 2025Q2: 2,436 shares; 2025Q3: 3,051 shares; 2025Q4: 2,793 shares; 2026Q1: 2,913 shares; 2026Q2: 2,897 shares; 2026Q3: 2,755 shares 2,755 $349K 0.05% -142 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,575 shares; 2025Q4: 1,549 shares; 2026Q1: 1,538 shares; 2026Q2: 1,527 shares; 2026Q3: 1,479 shares 1,479 $343K 0.05% -48 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,362 shares 4,362 $342K 0.05% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,220 shares; 2026Q3: 1,482 shares 1,482 $341K 0.05% +262 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,945 shares; 2026Q2: 8,509 shares; 2026Q3: 8,107 shares 8,107 $340K 0.05% -402 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,718 shares; 2025Q1: not reported; 2025Q2: 11,668 shares; 2025Q3: 11,888 shares; 2025Q4: 11,899 shares; 2026Q1: 13,425 shares; 2026Q2: 13,579 shares; 2026Q3: 14,021 shares 14,021 $335K 0.05% +442 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,966 shares; 2026Q1: 18,563 shares; 2026Q2: 17,073 shares; 2026Q3: 23,096 shares 23,096 $334K 0.05% +6,023 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,827 shares; 2025Q4: 4,193 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,631 shares 6,631 $334K 0.05% 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; 2024Q4: 3,709 shares; 2025Q1: 6,271 shares; 2025Q2: 6,144 shares; 2025Q3: 6,097 shares; 2025Q4: 6,191 shares; 2026Q1: 725 shares; 2026Q2: 834 shares; 2026Q3: 776 shares 776 $333K 0.05% -58 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,209 shares; 2026Q3: 6,648 shares 6,648 $330K 0.05% +1,439 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,971 shares; 2025Q1: 3,722 shares; 2025Q2: 7,588 shares; 2025Q3: 3,854 shares; 2025Q4: 12,260 shares; 2026Q1: 10,132 shares; 2026Q2: 7,666 shares; 2026Q3: 8,366 shares 8,366 $330K 0.05% +700 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: not reported; 2025Q4: 802 shares; 2026Q1: 764 shares; 2026Q2: 479 shares; 2026Q3: 631 shares 631 $330K 0.05% +152 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,236 shares; 2025Q3: 8,975 shares; 2025Q4: 10,269 shares; 2026Q1: 12,177 shares; 2026Q2: 10,298 shares; 2026Q3: 6,435 shares 6,435 $329K 0.05% -3,863 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 791 shares; 2026Q1: 784 shares; 2026Q2: not reported; 2026Q3: 1,240 shares 1,240 $328K 0.05% new Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,171 shares; 2025Q1: 59,473 shares; 2025Q2: 67,574 shares; 2025Q3: 68,597 shares; 2025Q4: 54,658 shares; 2026Q1: 55,844 shares; 2026Q2: 57,016 shares; 2026Q3: 57,606 shares 57,606 $328K 0.05% +590 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,176 shares; 2025Q2: 11,274 shares; 2025Q3: 9,944 shares; 2025Q4: 7,498 shares; 2026Q1: 7,129 shares; 2026Q2: 6,198 shares; 2026Q3: 6,152 shares 6,152 $328K 0.05% -46 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,766 shares; 2026Q2: 5,013 shares; 2026Q3: 7,152 shares 7,152 $328K 0.05% +2,139 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,879 shares; 2026Q2: 12,879 shares; 2026Q3: 12,879 shares 12,879 $325K 0.05% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,104 shares; 2026Q2: 3,088 shares; 2026Q3: 6,041 shares 6,041 $325K 0.05% +2,953 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,398 shares; 2026Q1: not reported; 2026Q2: 4,187 shares; 2026Q3: 3,230 shares 3,230 $324K 0.05% -957 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,410 shares; 2026Q2: 6,410 shares; 2026Q3: 6,410 shares 6,410 $324K 0.05% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 264 shares; 2025Q1: not reported; 2025Q2: 1,318 shares; 2025Q3: 1,407 shares; 2025Q4: 1,534 shares; 2026Q1: 1,688 shares; 2026Q2: 1,817 shares; 2026Q3: 1,408 shares 1,408 $323K 0.05% -409 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,843 shares; 2026Q2: 12,843 shares; 2026Q3: 12,843 shares 12,843 $323K 0.05% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,957 shares; 2025Q2: 3,756 shares; 2025Q3: 3,691 shares; 2025Q4: 4,017 shares; 2026Q1: 4,137 shares; 2026Q2: 3,919 shares; 2026Q3: 2,963 shares 2,963 $322K 0.05% -956 Timeline INRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,723 shares 8,723 $321K 0.05% new Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,997 shares; 2026Q3: 12,997 shares 12,997 $321K 0.05% 0 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,915 shares 12,915 $319K 0.05% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,470 shares; 2026Q3: 1,624 shares 1,624 $319K 0.05% +154 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,106 shares; 2025Q3: 4,899 shares; 2025Q4: 5,284 shares; 2026Q1: 4,960 shares; 2026Q2: 4,989 shares; 2026Q3: 5,000 shares 5,000 $319K 0.05% +11 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,043 shares; 2026Q3: 1,018 shares 1,018 $318K 0.05% -25 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: 667 shares; 2026Q1: 701 shares; 2026Q2: 682 shares; 2026Q3: 686 shares 686 $318K 0.05% +4 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,684 shares; 2026Q2: 12,684 shares; 2026Q3: 12,684 shares 12,684 $317K 0.05% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,492 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,392 shares; 2025Q4: 2,411 shares; 2026Q1: 2,312 shares; 2026Q2: 7,898 shares; 2026Q3: 2,057 shares 2,057 $317K 0.05% -5,841 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,493 shares; 2025Q3: 1,613 shares; 2025Q4: 1,621 shares; 2026Q1: 1,687 shares; 2026Q2: 1,757 shares; 2026Q3: 1,691 shares 1,691 $314K 0.05% -66 Timeline BOAT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,909 shares; 2026Q2: 5,978 shares; 2026Q3: 6,018 shares 6,018 $308K 0.05% +40 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,505 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,898 shares; 2026Q2: 2,077 shares; 2026Q3: 1,942 shares 1,942 $304K 0.05% -135 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 654 shares; 2025Q3: 813 shares; 2025Q4: 603 shares; 2026Q1: 671 shares; 2026Q2: 757 shares; 2026Q3: 639 shares 639 $303K 0.05% -118 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 674 shares; 2026Q3: 762 shares 762 $302K 0.05% +88 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,512 shares; 2025Q1: not reported; 2025Q2: 7,383 shares; 2025Q3: 7,247 shares; 2025Q4: 7,049 shares; 2026Q1: 2,031 shares; 2026Q2: 2,934 shares; 2026Q3: 2,344 shares 2,344 $302K 0.05% -590 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,321 shares; 2026Q1: 1,334 shares; 2026Q2: 1,414 shares; 2026Q3: 1,319 shares 1,319 $301K 0.05% -95 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,083 shares; 2025Q3: 10,206 shares; 2025Q4: 14,443 shares; 2026Q1: 12,462 shares; 2026Q2: 9,867 shares; 2026Q3: 10,479 shares 10,479 $299K 0.05% +612 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,025 shares; 2026Q1: 1,093 shares; 2026Q2: 1,046 shares; 2026Q3: 1,004 shares 1,004 $298K 0.05% -42 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,584 shares; 2025Q1: not reported; 2025Q2: 3,672 shares; 2025Q3: 3,420 shares; 2025Q4: 3,474 shares; 2026Q1: 3,339 shares; 2026Q2: 3,280 shares; 2026Q3: 3,223 shares 3,223 $298K 0.05% -57 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 787 shares; 2025Q4: 803 shares; 2026Q1: 885 shares; 2026Q2: 825 shares; 2026Q3: 730 shares 730 $297K 0.05% -95 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 2,667 shares; 2026Q1: 2,721 shares; 2026Q2: 1,638 shares; 2026Q3: 2,456 shares 2,456 $291K 0.05% +818 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,183 shares; 2025Q1: 1,400 shares; 2025Q2: 1,597 shares; 2025Q3: 1,598 shares; 2025Q4: 1,619 shares; 2026Q1: 1,719 shares; 2026Q2: 1,744 shares; 2026Q3: 1,779 shares 1,779 $291K 0.05% +35 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,294 shares; 2025Q4: 7,817 shares; 2026Q1: 6,454 shares; 2026Q2: 6,363 shares; 2026Q3: 7,399 shares 7,399 $291K 0.05% +1,036 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 278 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares; 2026Q1: 959 shares; 2026Q2: 1,110 shares; 2026Q3: 1,064 shares 1,064 $290K 0.05% -46 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,608 shares; 2026Q1: 5,628 shares; 2026Q2: 5,870 shares; 2026Q3: 6,058 shares 6,058 $288K 0.05% +188 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,591 shares; 2026Q2: 6,494 shares; 2026Q3: 7,541 shares 7,541 $284K 0.04% +1,047 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,692 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,423 shares; 2026Q3: 1,353 shares 1,353 $283K 0.04% -70 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,182 shares; 2025Q3: 2,940 shares; 2025Q4: 2,523 shares; 2026Q1: 2,503 shares; 2026Q2: 2,400 shares; 2026Q3: 1,822 shares 1,822 $283K 0.04% -578 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,838 shares; 2025Q3: 10,091 shares; 2025Q4: 10,754 shares; 2026Q1: 11,066 shares; 2026Q2: 11,222 shares; 2026Q3: 10,501 shares 10,501 $282K 0.04% -721 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,754 shares; 2026Q1: 4,479 shares; 2026Q2: 4,744 shares; 2026Q3: 4,818 shares 4,818 $281K 0.04% +74 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,472 shares; 2025Q3: 16,841 shares; 2025Q4: 9,888 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,807 shares 2,807 $280K 0.04% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,433 shares; 2025Q1: 9,183 shares; 2025Q2: 9,281 shares; 2025Q3: 5,349 shares; 2025Q4: 5,351 shares; 2026Q1: 6,620 shares; 2026Q2: 5,907 shares; 2026Q3: 6,554 shares 6,554 $280K 0.04% +647 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,340 shares; 2026Q1: 1,308 shares; 2026Q2: 1,257 shares; 2026Q3: 1,500 shares 1,500 $279K 0.04% +243 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,587 shares; 2025Q2: 3,007 shares; 2025Q3: 4,342 shares; 2025Q4: 4,232 shares; 2026Q1: 4,251 shares; 2026Q2: 3,532 shares; 2026Q3: 457 shares 457 $278K 0.04% -3,075 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,607 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,785 shares; 2026Q3: 1,730 shares 1,730 $278K 0.04% -55 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 425 shares; 2026Q1: 451 shares; 2026Q2: 414 shares; 2026Q3: 443 shares 443 $277K 0.04% +29 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,912 shares; 2026Q2: 5,666 shares; 2026Q3: 4,013 shares 4,013 $270K 0.04% -1,653 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; 2024Q4: 211 shares; 2025Q1: not reported; 2025Q2: 1,026 shares; 2025Q3: 1,175 shares; 2025Q4: 5,042 shares; 2026Q1: 4,597 shares; 2026Q2: not reported; 2026Q3: 1,473 shares 1,473 $270K 0.04% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 189 shares; 2026Q3: 199 shares 199 $268K 0.04% +10 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,722 shares; 2025Q3: 3,722 shares; 2025Q4: 3,722 shares; 2026Q1: 3,722 shares; 2026Q2: 3,722 shares; 2026Q3: 3,722 shares 3,722 $266K 0.04% 0 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; 2024Q4: 2,778 shares; 2025Q1: not reported; 2025Q2: 10,761 shares; 2025Q3: 10,632 shares; 2025Q4: 9,393 shares; 2026Q1: 10,023 shares; 2026Q2: 9,671 shares; 2026Q3: 8,193 shares 8,193 $264K 0.04% -1,478 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 507 shares; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,128 shares; 2025Q4: 1,221 shares; 2026Q1: 1,122 shares; 2026Q2: 1,268 shares; 2026Q3: 1,253 shares 1,253 $263K 0.04% -15 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,334 shares; 2026Q2: 1,645 shares; 2026Q3: 1,622 shares 1,622 $262K 0.04% -23 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,540 shares; 2025Q3: 4,608 shares; 2025Q4: 4,374 shares; 2026Q1: 4,586 shares; 2026Q2: 4,526 shares; 2026Q3: 4,531 shares 4,531 $262K 0.04% +5 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 957 shares; 2025Q3: 1,220 shares; 2025Q4: 1,424 shares; 2026Q1: 1,493 shares; 2026Q2: 561 shares; 2026Q3: 531 shares 531 $261K 0.04% -30 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,337 shares; 2026Q1: 5,358 shares; 2026Q2: 3,987 shares; 2026Q3: 3,537 shares 3,537 $261K 0.04% -450 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; 2024Q4: 2,876 shares; 2025Q1: 3,566 shares; 2025Q2: 4,758 shares; 2025Q3: 4,889 shares; 2025Q4: not reported; 2026Q1: 1,900 shares; 2026Q2: 1,932 shares; 2026Q3: 1,894 shares 1,894 $261K 0.04% -38 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,015 shares; 2026Q2: 1,945 shares; 2026Q3: 1,831 shares 1,831 $260K 0.04% -114 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,211 shares; 2026Q1: 2,310 shares; 2026Q2: 2,424 shares; 2026Q3: 2,535 shares 2,535 $259K 0.04% +111 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 531 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,227 shares; 2026Q3: 1,462 shares 1,462 $259K 0.04% +235 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,402 shares; 2025Q4: 2,824 shares; 2026Q1: 2,932 shares; 2026Q2: 2,768 shares; 2026Q3: 2,420 shares 2,420 $258K 0.04% -348 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,834 shares; 2025Q3: 1,907 shares; 2025Q4: 1,991 shares; 2026Q1: 2,059 shares; 2026Q2: 2,228 shares; 2026Q3: 2,102 shares 2,102 $257K 0.04% -126 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,156 shares; 2025Q3: 1,267 shares; 2025Q4: 889 shares; 2026Q1: 914 shares; 2026Q2: 896 shares; 2026Q3: 874 shares 874 $255K 0.04% -22 Timeline FLCH 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,617 shares; 2026Q1: 15,405 shares; 2026Q2: 10,613 shares; 2026Q3: 12,241 shares 12,241 $253K 0.04% +1,628 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,926 shares; 2026Q3: 5,916 shares 5,916 $253K 0.04% +990 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; 2024Q4: 5,638 shares; 2025Q1: 5,518 shares; 2025Q2: 5,448 shares; 2025Q3: 5,271 shares; 2025Q4: 5,124 shares; 2026Q1: 5,205 shares; 2026Q2: 4,708 shares; 2026Q3: 3,795 shares 3,795 $252K 0.04% -913 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,768 shares; 2025Q3: 2,695 shares; 2025Q4: 2,210 shares; 2026Q1: 2,003 shares; 2026Q2: 2,326 shares; 2026Q3: 2,241 shares 2,241 $250K 0.04% -85 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,700 shares; 2025Q1: 16,831 shares; 2025Q2: 21,993 shares; 2025Q3: 22,148 shares; 2025Q4: 22,713 shares; 2026Q1: 22,913 shares; 2026Q2: 23,230 shares; 2026Q3: 23,557 shares 23,557 $250K 0.04% +327 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,363 shares; 2025Q1: 83,113 shares; 2025Q2: 77,368 shares; 2025Q3: 74,757 shares; 2025Q4: 101,463 shares; 2026Q1: 89,263 shares; 2026Q2: 24,585 shares; 2026Q3: 12,615 shares 12,615 $249K 0.04% -11,970 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,201 shares; 2025Q4: 2,709 shares; 2026Q1: 2,845 shares; 2026Q2: 2,697 shares; 2026Q3: 2,675 shares 2,675 $246K 0.04% -22 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 459 shares; 2025Q3: 442 shares; 2025Q4: 386 shares; 2026Q1: 284 shares; 2026Q2: 249 shares; 2026Q3: 257 shares 257 $246K 0.04% +8 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 511 shares; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 303 shares; 2025Q4: 241 shares; 2026Q1: not reported; 2026Q2: 217 shares; 2026Q3: 232 shares 232 $246K 0.04% +15 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,972 shares; 2025Q1: not reported; 2025Q2: 3,841 shares; 2025Q3: 4,172 shares; 2025Q4: 3,773 shares; 2026Q1: 3,714 shares; 2026Q2: 3,265 shares; 2026Q3: 3,238 shares 3,238 $245K 0.04% -27 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 634 shares; 2025Q3: 762 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 965 shares 965 $245K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,439 shares; 2026Q3: 6,395 shares 6,395 $244K 0.04% -44 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,376 shares; 2025Q1: 5,729 shares; 2025Q2: 5,647 shares; 2025Q3: 5,724 shares; 2025Q4: 5,820 shares; 2026Q1: 5,107 shares; 2026Q2: 4,601 shares; 2026Q3: 4,376 shares 4,376 $243K 0.04% -225 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 640 shares; 2026Q2: 626 shares; 2026Q3: 615 shares 615 $239K 0.04% -11 Timeline ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 17,459 shares; 2025Q2: 21,791 shares; 2025Q3: 20,598 shares; 2025Q4: 12,675 shares; 2026Q1: 12,295 shares; 2026Q2: 8,757 shares; 2026Q3: 6,973 shares 6,973 $237K 0.04% -1,784 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 742 shares; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 867 shares; 2025Q4: 897 shares; 2026Q1: 812 shares; 2026Q2: 3,129 shares; 2026Q3: 3,016 shares 3,016 $236K 0.04% -113 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,396 shares; 2026Q2: 7,085 shares; 2026Q3: 5,333 shares 5,333 $235K 0.04% -1,752 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,807 shares; 2026Q2: 5,807 shares; 2026Q3: 5,807 shares 5,807 $233K 0.04% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,462 shares; 2025Q1: 2,462 shares; 2025Q2: 2,849 shares; 2025Q3: 2,842 shares; 2025Q4: 2,765 shares; 2026Q1: 2,771 shares; 2026Q2: 2,484 shares; 2026Q3: 2,077 shares 2,077 $233K 0.04% -407 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,543 shares 2,543 $232K 0.04% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 747 shares; 2026Q3: 728 shares 728 $232K 0.04% -19 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,785 shares; 2026Q3: 3,301 shares 3,301 $230K 0.04% +516 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 964 shares; 2025Q1: 989 shares; 2025Q2: 1,527 shares; 2025Q3: 1,247 shares; 2025Q4: 1,044 shares; 2026Q1: 892 shares; 2026Q2: 823 shares; 2026Q3: 506 shares 506 $229K 0.04% -317 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,827 shares; 2026Q2: 3,928 shares; 2026Q3: 3,451 shares 3,451 $228K 0.04% -477 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 830 shares; 2026Q3: 808 shares 808 $228K 0.04% -22 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 853 shares; 2026Q2: 861 shares; 2026Q3: 861 shares 861 $228K 0.04% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,347 shares; 2026Q1: 10,325 shares; 2026Q2: 9,268 shares; 2026Q3: 9,458 shares 9,458 $228K 0.04% +190 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 747 shares; 2025Q1: not reported; 2025Q2: 1,186 shares; 2025Q3: 1,383 shares; 2025Q4: 1,630 shares; 2026Q1: 1,591 shares; 2026Q2: 1,433 shares; 2026Q3: 985 shares 985 $228K 0.04% -448 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 606 shares; 2026Q3: 636 shares 636 $227K 0.04% +30 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,846 shares; 2025Q1: 32,471 shares; 2025Q2: 14,017 shares; 2025Q3: 14,112 shares; 2025Q4: 14,243 shares; 2026Q1: 2,386 shares; 2026Q2: 2,408 shares; 2026Q3: 2,314 shares 2,314 $226K 0.04% -94 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 975 shares 975 $226K 0.04% 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; 2024Q4: 4,030 shares; 2025Q1: 903 shares; 2025Q2: not reported; 2025Q3: 542 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 574 shares; 2026Q3: 432 shares 432 $223K 0.04% -142 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,620 shares; 2026Q2: 4,880 shares; 2026Q3: 4,813 shares 4,813 $223K 0.04% -67 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 556 shares; 2026Q3: 534 shares 534 $222K 0.03% -22 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 869 shares 869 $222K 0.03% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,133 shares; 2025Q4: 9,116 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,421 shares 9,421 $222K 0.03% new Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,768 shares; 2026Q3: 3,109 shares 3,109 $221K 0.03% +341 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,184 shares; 2026Q3: 1,081 shares 1,081 $220K 0.03% -103 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 648 shares 648 $220K 0.03% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 668 shares; 2025Q4: 791 shares; 2026Q1: 605 shares; 2026Q2: 585 shares; 2026Q3: 404 shares 404 $220K 0.03% -181 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,812 shares; 2025Q3: 103,326 shares; 2025Q4: 100,335 shares; 2026Q1: 10,611 shares; 2026Q2: 35,302 shares; 2026Q3: 9,712 shares 9,712 $219K 0.03% -25,590 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 895 shares; 2025Q1: not reported; 2025Q2: 2,509 shares; 2025Q3: 2,393 shares; 2025Q4: 2,100 shares; 2026Q1: 1,985 shares; 2026Q2: 1,859 shares; 2026Q3: 1,122 shares 1,122 $219K 0.03% -737 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,751 shares 10,751 $217K 0.03% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,508 shares; 2026Q3: 3,730 shares 3,730 $216K 0.03% +222 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 827 shares 827 $213K 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; 2024Q4: 4,043 shares; 2025Q1: 4,780 shares; 2025Q2: 6,912 shares; 2025Q3: 6,694 shares; 2025Q4: 6,623 shares; 2026Q1: 6,634 shares; 2026Q2: 2,567 shares; 2026Q3: 2,280 shares 2,280 $213K 0.03% -287 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,371 shares 1,371 $212K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,385 shares; 2026Q2: 1,509 shares; 2026Q3: 1,473 shares 1,473 $210K 0.03% -36 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,311 shares 4,311 $210K 0.03% new Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,158 shares 2,158 $209K 0.03% new Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,588 shares; 2025Q4: 15,003 shares; 2026Q1: 14,418 shares; 2026Q2: 2,846 shares; 2026Q3: 2,018 shares 2,018 $209K 0.03% -828 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 842 shares 842 $209K 0.03% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,783 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,093 shares; 2025Q4: 4,458 shares; 2026Q1: 4,760 shares; 2026Q2: 4,475 shares; 2026Q3: 3,617 shares 3,617 $208K 0.03% -858 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,764 shares; 2025Q1: 4,834 shares; 2025Q2: 4,976 shares; 2025Q3: 4,986 shares; 2025Q4: 4,980 shares; 2026Q1: 4,957 shares; 2026Q2: 4,233 shares; 2026Q3: 4,107 shares 4,107 $207K 0.03% -126 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,785 shares; 2025Q3: 19,897 shares; 2025Q4: 21,181 shares; 2026Q1: 4,510 shares; 2026Q2: not reported; 2026Q3: 4,854 shares 4,854 $206K 0.03% new Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,040 shares 2,040 $206K 0.03% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,040 shares; 2026Q3: 2,954 shares 2,954 $205K 0.03% -86 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 881 shares; 2026Q2: 1,006 shares; 2026Q3: 893 shares 893 $202K 0.03% -113 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 443 shares; 2025Q3: 456 shares; 2025Q4: 403 shares; 2026Q1: 354 shares; 2026Q2: not reported; 2026Q3: 415 shares 415 $201K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,456 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,784 shares 1,784 $201K 0.03% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 619 shares; 2025Q4: 507 shares; 2026Q1: 504 shares; 2026Q2: not reported; 2026Q3: 470 shares 470 $201K 0.03% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,340 shares; 2025Q3: 5,785 shares; 2025Q4: 5,416 shares; 2026Q1: 2,388 shares; 2026Q2: 2,289 shares; 2026Q3: 2,207 shares 2,207 $200K 0.03% -82 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,265 shares; 2025Q3: 2,412 shares; 2025Q4: 2,492 shares; 2026Q1: 2,457 shares; 2026Q2: 2,097 shares; 2026Q3: 1,757 shares 1,757 $200K 0.03% -340 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,278 shares; 2025Q3: 2,433 shares; 2025Q4: not reported; 2026Q1: 2,277 shares; 2026Q2: 2,762 shares; 2026Q3: 2,129 shares 2,129 $200K 0.03% -633 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,582 shares; 2025Q1: 18,393 shares; 2025Q2: 17,889 shares; 2025Q3: 17,351 shares; 2025Q4: 16,847 shares; 2026Q1: 10,519 shares; 2026Q2: 10,856 shares; 2026Q3: 10,056 shares 10,056 $190K 0.03% -800 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,618 shares; 2026Q3: 12,368 shares 12,368 $175K 0.03% -250 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,480 shares; 2026Q1: 63,311 shares; 2026Q2: 39,686 shares; 2026Q3: 29,093 shares 29,093 $150K 0.02% -10,593 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,439 shares; 2026Q2: not reported; 2026Q3: 12,018 shares 12,018 $145K 0.02% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,237 shares; 2025Q1: 10,292 shares; 2025Q2: 11,278 shares; 2025Q3: 12,385 shares; 2025Q4: 12,537 shares; 2026Q1: 12,612 shares; 2026Q2: 12,732 shares; 2026Q3: 12,853 shares 12,853 $130K 0.02% +121 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,854 shares; 2026Q3: 20,571 shares 20,571 $109K 0.02% +1,717 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 21,059 shares; 2025Q4: 21,120 shares; 2026Q1: 21,182 shares; 2026Q2: 23,783 shares; 2026Q3: 24,742 shares 24,742 $74.7K 0.01% +959 Timeline ANNX ANNEXON INC More: the full row for ANNEXON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,011 shares; 2026Q3: 15,000 shares 15,000 $63.5K 0.01% -11 Timeline ROLR HIGH ROLLER TECHNOLOGIES INC More: the full row for HIGH ROLLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,250 shares; 2025Q3: 11,250 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $50K 0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,250 shares; 2026Q3: 13,250 shares 13,250 $35.1K 0.01% 0 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,057 shares; 2025Q1: 29,462 shares; 2025Q2: 28,057 shares; 2025Q3: 28,057 shares; 2025Q4: 28,057 shares; 2026Q1: 28,057 shares; 2026Q2: 28,057 shares; 2026Q3: 26,505 shares 26,505 $34.9K 0.01% -1,552 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,454 shares; 2026Q1: 11,616 shares; 2026Q2: 11,712 shares; 2026Q3: 11,718 shares 11,718 $34.2K 0.01% +6 Timeline VERI VERITONE INC More: the full row for VERITONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $11.9K <0.01% 0 Timeline REKR REKOR SYSTEMS INC More: the full row for REKOR SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,500 shares; 2026Q3: 22,500 shares 22,500 $8.3K <0.01% 0 Timeline