SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 835,471 shares; 2024Q4: 2,640,459 shares; 2025Q1: 2,927,350 shares; 2025Q2: 3,025,413 shares; 2025Q3: 3,057,211 shares; 2025Q4: 3,152,856 shares; 2026Q1: 2,995,109 shares; 2026Q2: 3,205,319 shares 3,205,319 $102M 5.2% +210,210 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499,965 shares; 2024Q4: 2,139,171 shares; 2025Q1: 2,207,231 shares; 2025Q2: 2,271,714 shares; 2025Q3: 2,267,841 shares; 2025Q4: 2,295,428 shares; 2026Q1: 2,597,718 shares; 2026Q2: 2,842,453 shares 2,842,453 $96.2M 4.92% +244,735 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,465 shares; 2024Q4: 33,437 shares; 2025Q1: 33,812 shares; 2025Q2: 34,454 shares; 2025Q3: 35,875 shares; 2025Q4: 36,241 shares; 2026Q1: 189,350 shares; 2026Q2: 1,106,002 shares 1,106,002 $95.3M 4.87% +916,652 Timeline PJFG PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645,275 shares; 2024Q4: 645,237 shares; 2025Q1: 704,041 shares; 2025Q2: 717,078 shares; 2025Q3: 724,408 shares; 2025Q4: 722,528 shares; 2026Q1: 723,205 shares; 2026Q2: 702,506 shares 702,506 $81.5M 4.17% -20,699 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,120,367 shares; 2024Q4: 1,137,984 shares; 2025Q1: 1,250,930 shares; 2025Q2: 1,266,953 shares; 2025Q3: 1,285,301 shares; 2025Q4: 1,331,163 shares; 2026Q1: 1,443,755 shares; 2026Q2: 1,431,811 shares 1,431,811 $76.6M 3.92% -11,944 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 893,196 shares; 2024Q4: 2,725,374 shares; 2025Q1: 2,256,872 shares; 2025Q2: 2,308,056 shares; 2025Q3: 2,363,403 shares; 2025Q4: 2,337,749 shares; 2026Q1: 2,366,564 shares; 2026Q2: 2,326,585 shares 2,326,585 $68.5M 3.5% -39,979 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 857,317 shares; 2024Q4: 881,591 shares; 2025Q1: 970,373 shares; 2025Q2: 991,200 shares; 2025Q3: 1,011,741 shares; 2025Q4: 1,054,929 shares; 2026Q1: 1,127,689 shares; 2026Q2: 1,139,455 shares 1,139,455 $56.7M 2.9% +11,766 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,186 shares; 2024Q4: 168,693 shares; 2025Q1: 168,915 shares; 2025Q2: 164,925 shares; 2025Q3: 163,540 shares; 2025Q4: 160,667 shares; 2026Q1: 156,245 shares; 2026Q2: 152,260 shares 152,260 $44.1M 2.25% -3,985 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,152 shares; 2024Q4: 279,308 shares; 2025Q1: 809,673 shares; 2025Q2: 839,614 shares; 2025Q3: 845,445 shares; 2025Q4: 883,223 shares; 2026Q1: 875,258 shares; 2026Q2: 934,157 shares 934,157 $43.8M 2.24% +58,899 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 809,945 shares; 2026Q2: 955,885 shares 955,885 $37.9M 1.94% +145,940 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583,476 shares; 2024Q4: 652,200 shares; 2025Q1: 788,276 shares; 2025Q2: 834,880 shares; 2025Q3: 845,583 shares; 2025Q4: 896,483 shares; 2026Q1: 891,872 shares; 2026Q2: 978,480 shares 978,480 $33M 1.69% +86,608 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 919,066 shares; 2024Q4: 931,277 shares; 2025Q1: 998,502 shares; 2025Q2: 1,012,151 shares; 2025Q3: 1,027,185 shares; 2025Q4: 1,062,583 shares; 2026Q1: 1,152,892 shares; 2026Q2: 1,143,208 shares 1,143,208 $30.3M 1.55% -9,684 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,974 shares; 2024Q4: 133,793 shares; 2025Q1: 136,120 shares; 2025Q2: 131,142 shares; 2025Q3: 129,750 shares; 2025Q4: 129,490 shares; 2026Q1: 127,869 shares; 2026Q2: 141,469 shares 141,469 $28.3M 1.45% +13,600 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,347 shares; 2024Q4: 216,906 shares; 2025Q1: 159,769 shares; 2025Q2: 158,787 shares; 2025Q3: 156,272 shares; 2025Q4: 144,260 shares; 2026Q1: 137,295 shares; 2026Q2: 136,255 shares 136,255 $25.7M 1.31% -1,040 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,303 shares; 2024Q4: 154,272 shares; 2025Q1: 110,974 shares; 2025Q2: 113,019 shares; 2025Q3: 115,495 shares; 2025Q4: 114,950 shares; 2026Q1: 104,402 shares; 2026Q2: 102,351 shares 102,351 $25.4M 1.3% -2,051 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 667,067 shares; 2025Q2: 686,092 shares; 2025Q3: 692,205 shares; 2025Q4: 706,343 shares; 2026Q1: 574,782 shares; 2026Q2: 623,436 shares 623,436 $25.1M 1.28% +48,654 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,295 shares; 2025Q1: 591,329 shares; 2025Q2: 612,156 shares; 2025Q3: 621,650 shares; 2025Q4: 650,447 shares; 2026Q1: 548,519 shares; 2026Q2: 596,873 shares 596,873 $24.6M 1.26% +48,354 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,157 shares; 2025Q1: 16,586 shares; 2025Q2: 15,318 shares; 2025Q3: 19,997 shares; 2025Q4: 21,071 shares; 2026Q1: 240,823 shares; 2026Q2: 239,458 shares 239,458 $22.1M 1.13% -1,365 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,856 shares; 2024Q4: 186,174 shares; 2025Q1: 211,586 shares; 2025Q2: 219,107 shares; 2025Q3: 220,886 shares; 2025Q4: 230,239 shares; 2026Q1: 244,192 shares; 2026Q2: 269,524 shares 269,524 $21.6M 1.11% +25,332 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,800 shares; 2024Q4: 96,670 shares; 2025Q1: 96,441 shares; 2025Q2: 94,815 shares; 2025Q3: 94,421 shares; 2025Q4: 93,152 shares; 2026Q1: 82,689 shares; 2026Q2: 80,239 shares 80,239 $19.1M 0.98% -2,450 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,099 shares; 2024Q4: 68,104 shares; 2025Q1: 64,542 shares; 2025Q2: 65,863 shares; 2025Q3: 65,581 shares; 2025Q4: 63,963 shares; 2026Q1: 52,663 shares; 2026Q2: 51,162 shares 51,162 $18.3M 0.93% -1,501 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,677 shares; 2024Q4: 80,249 shares; 2025Q1: 78,910 shares; 2025Q2: 78,932 shares; 2025Q3: 81,273 shares; 2025Q4: 84,021 shares; 2026Q1: 83,301 shares; 2026Q2: 81,743 shares 81,743 $17.8M 0.91% -1,558 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,296 shares; 2024Q4: 197,570 shares; 2025Q1: 192,696 shares; 2025Q2: 196,322 shares; 2025Q3: 200,919 shares; 2025Q4: 202,772 shares; 2026Q1: 179,470 shares; 2026Q2: 177,096 shares 177,096 $17.1M 0.87% -2,374 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,859 shares; 2024Q4: 25,595 shares; 2025Q1: 25,873 shares; 2025Q2: 26,887 shares; 2025Q3: 26,650 shares; 2025Q4: 26,192 shares; 2026Q1: 25,688 shares; 2026Q2: 24,165 shares 24,165 $16.6M 0.85% -1,523 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,156 shares; 2024Q4: 24,872 shares; 2025Q1: 26,697 shares; 2025Q2: 26,413 shares; 2025Q3: 24,691 shares; 2025Q4: 24,151 shares; 2026Q1: 22,810 shares; 2026Q2: 22,190 shares 22,190 $16.6M 0.85% -620 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,794 shares; 2024Q4: 19,274 shares; 2025Q1: 20,706 shares; 2025Q2: 21,253 shares; 2025Q3: 21,994 shares; 2025Q4: 21,903 shares; 2026Q1: 21,688 shares; 2026Q2: 21,635 shares 21,635 $15.9M 0.81% -53 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,337 shares; 2025Q2: 203,663 shares; 2025Q3: 210,093 shares; 2025Q4: 208,944 shares; 2026Q1: 314,436 shares; 2026Q2: 318,779 shares 318,779 $15.4M 0.79% +4,343 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 785,931 shares; 2026Q2: 785,432 shares 785,432 $15.4M 0.79% -499 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311,994 shares; 2025Q2: 316,989 shares; 2025Q3: 326,016 shares; 2025Q4: 327,163 shares; 2026Q1: 287,780 shares; 2026Q2: 283,724 shares 283,724 $15.2M 0.77% -4,056 Timeline NPFI NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 496,578 shares; 2025Q2: 508,168 shares; 2025Q3: 518,856 shares; 2025Q4: 536,784 shares; 2026Q1: 578,634 shares; 2026Q2: 574,054 shares 574,054 $15M 0.77% -4,580 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,711 shares; 2024Q4: 57,542 shares; 2025Q1: 41,110 shares; 2025Q2: 40,561 shares; 2025Q3: 40,537 shares; 2025Q4: 40,088 shares; 2026Q1: 40,059 shares; 2026Q2: 38,384 shares 38,384 $14.3M 0.73% -1,675 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,866 shares; 2024Q4: 101,398 shares; 2025Q1: 581,061 shares; 2025Q2: 621,856 shares; 2025Q3: 644,296 shares; 2025Q4: 681,155 shares; 2026Q1: 858,524 shares; 2026Q2: 828,848 shares 828,848 $13.8M 0.7% -29,676 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,153 shares; 2024Q4: 2,378 shares; 2025Q1: 4,002 shares; 2025Q2: 4,786 shares; 2025Q3: 4,771 shares; 2025Q4: 4,701 shares; 2026Q1: 18,574 shares; 2026Q2: 17,978 shares 17,978 $13.7M 0.7% -596 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,512 shares; 2024Q4: 15,418 shares; 2025Q1: 14,455 shares; 2025Q2: 14,365 shares; 2025Q3: 14,330 shares; 2025Q4: 14,291 shares; 2026Q1: 14,308 shares; 2026Q2: 13,989 shares 13,989 $13.1M 0.67% -319 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,055 shares; 2024Q4: 163,831 shares; 2025Q1: 132,441 shares; 2025Q2: 138,848 shares; 2025Q3: 142,498 shares; 2025Q4: 141,078 shares; 2026Q1: 143,458 shares; 2026Q2: 142,271 shares 142,271 $13M 0.67% -1,187 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,739 shares; 2024Q4: 220,327 shares; 2025Q1: 257,973 shares; 2025Q2: 268,275 shares; 2025Q3: 270,340 shares; 2025Q4: 280,762 shares; 2026Q1: 153,015 shares; 2026Q2: 166,979 shares 166,979 $12.2M 0.63% +13,964 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,494 shares; 2026Q2: 44,935 shares 44,935 $11.7M 0.6% -2,559 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,038 shares; 2024Q4: 70,038 shares; 2025Q1: 70,038 shares; 2025Q2: 70,038 shares; 2025Q3: 70,038 shares; 2025Q4: 70,038 shares; 2026Q1: 70,038 shares; 2026Q2: 76,257 shares 76,257 $10.8M 0.55% +6,219 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,779 shares; 2024Q4: 40,218 shares; 2025Q1: 49,985 shares; 2025Q2: 49,873 shares; 2025Q3: 49,781 shares; 2025Q4: 49,472 shares; 2026Q1: 40,263 shares; 2026Q2: 39,841 shares 39,841 $10.1M 0.52% -422 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,788 shares; 2024Q4: 6,584 shares; 2025Q1: 6,208 shares; 2025Q2: 6,201 shares; 2025Q3: 6,161 shares; 2025Q4: 6,037 shares; 2026Q1: 39,715 shares; 2026Q2: 38,101 shares 38,101 $9.92M 0.51% -1,614 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52,013 shares; 2025Q1: 102,045 shares; 2025Q2: 138,221 shares; 2025Q3: 156,339 shares; 2025Q4: 201,212 shares; 2026Q1: 245,435 shares; 2026Q2: 222,462 shares 222,462 $9.39M 0.48% -22,973 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,632 shares; 2024Q4: 27,484 shares; 2025Q1: 21,675 shares; 2025Q2: 21,809 shares; 2025Q3: 21,607 shares; 2025Q4: 21,828 shares; 2026Q1: 23,299 shares; 2026Q2: 22,293 shares 22,293 $9.27M 0.47% -1,006 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,109 shares; 2024Q4: 35,336 shares; 2025Q1: 32,759 shares; 2025Q2: 32,513 shares; 2025Q3: 38,163 shares; 2025Q4: 39,469 shares; 2026Q1: 35,157 shares; 2026Q2: 32,864 shares 32,864 $9.24M 0.47% -2,293 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,733 shares; 2024Q4: 109,560 shares; 2025Q1: 89,517 shares; 2025Q2: 89,271 shares; 2025Q3: 89,203 shares; 2025Q4: 89,943 shares; 2026Q1: 82,993 shares; 2026Q2: 79,703 shares 79,703 $9.03M 0.46% -3,290 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,105 shares; 2024Q4: 19,768 shares; 2025Q1: 19,532 shares; 2025Q2: 18,912 shares; 2025Q3: 18,621 shares; 2025Q4: 18,181 shares; 2026Q1: 17,840 shares; 2026Q2: 17,306 shares 17,306 $8.89M 0.45% -534 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,595 shares; 2024Q4: 68,587 shares; 2025Q1: 81,172 shares; 2025Q2: 86,048 shares; 2025Q3: 87,095 shares; 2025Q4: 92,615 shares; 2026Q1: 79,989 shares; 2026Q2: 87,545 shares 87,545 $8.44M 0.43% +7,556 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,499 shares; 2024Q4: 356,724 shares; 2025Q1: 402,626 shares; 2025Q2: 425,217 shares; 2025Q3: 430,277 shares; 2025Q4: 455,416 shares; 2026Q1: 403,943 shares; 2026Q2: 441,919 shares 441,919 $8.42M 0.43% +37,976 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,551 shares; 2024Q4: 4,665 shares; 2025Q1: 5,000 shares; 2025Q2: 5,137 shares; 2025Q3: 5,521 shares; 2025Q4: 5,678 shares; 2026Q1: 13,563 shares; 2026Q2: 14,904 shares 14,904 $8.4M 0.43% +1,341 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,929 shares; 2024Q4: 194,663 shares; 2025Q1: 184,465 shares; 2025Q2: 188,141 shares; 2025Q3: 186,447 shares; 2025Q4: 192,279 shares; 2026Q1: 186,843 shares; 2026Q2: 188,069 shares 188,069 $8.34M 0.43% +1,226 Timeline GEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 161,649 shares 161,649 $8.27M 0.42% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,675 shares; 2024Q4: 30,268 shares; 2025Q1: 29,923 shares; 2025Q2: 29,002 shares; 2025Q3: 28,453 shares; 2025Q4: 27,780 shares; 2026Q1: 26,705 shares; 2026Q2: 23,628 shares 23,628 $8.11M 0.41% -3,077 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,741 shares; 2024Q4: 6,544 shares; 2025Q1: 6,543 shares; 2025Q2: 6,712 shares; 2025Q3: 6,763 shares; 2025Q4: 6,568 shares; 2026Q1: 6,540 shares; 2026Q2: 6,514 shares 6,514 $7.81M 0.4% -26 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 1,812 shares; 2025Q1: 31,695 shares; 2025Q2: 31,862 shares; 2025Q3: 32,114 shares; 2025Q4: 32,252 shares; 2026Q1: 33,226 shares; 2026Q2: 32,192 shares 32,192 $7.66M 0.39% -1,034 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,824 shares; 2024Q4: 34,692 shares; 2025Q1: 3,887 shares; 2025Q2: 3,391 shares; 2025Q3: 22,617 shares; 2025Q4: 23,919 shares; 2026Q1: 42,922 shares; 2026Q2: 41,234 shares 41,234 $7.62M 0.39% -1,688 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,745 shares; 2025Q2: 39,463 shares; 2025Q3: 39,522 shares; 2025Q4: 39,870 shares; 2026Q1: 42,695 shares; 2026Q2: 41,243 shares 41,243 $7.55M 0.39% -1,452 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,230 shares; 2024Q4: 224,429 shares; 2025Q1: 216,588 shares; 2025Q2: 198,789 shares; 2025Q3: 210,985 shares; 2025Q4: 209,736 shares; 2026Q1: 204,253 shares; 2026Q2: 199,418 shares 199,418 $7.17M 0.37% -4,835 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,792 shares; 2024Q4: 213,974 shares; 2025Q1: 205,481 shares; 2025Q2: 222,471 shares; 2025Q3: 216,710 shares; 2025Q4: 204,545 shares; 2026Q1: 175,588 shares; 2026Q2: 185,198 shares 185,198 $7.14M 0.36% +9,610 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,251 shares; 2024Q4: 20,453 shares; 2025Q1: 21,571 shares; 2025Q2: 21,667 shares; 2025Q3: 21,863 shares; 2025Q4: 21,978 shares; 2026Q1: 21,262 shares; 2026Q2: 20,637 shares 20,637 $7.03M 0.36% -625 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,764 shares; 2024Q4: 13,216 shares; 2025Q1: 13,892 shares; 2025Q2: 18,442 shares; 2025Q3: 18,228 shares; 2025Q4: 18,065 shares; 2026Q1: 18,788 shares; 2026Q2: 18,918 shares 18,918 $7M 0.36% +130 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,137 shares; 2025Q2: 44,466 shares; 2025Q3: 44,918 shares; 2025Q4: 43,426 shares; 2026Q1: 54,914 shares; 2026Q2: 52,517 shares 52,517 $6.81M 0.35% -2,397 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,137 shares; 2026Q2: 27,185 shares 27,185 $6.8M 0.35% -952 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413,264 shares; 2024Q4: 818,591 shares; 2025Q1: 232,164 shares; 2025Q2: 235,006 shares; 2025Q3: 254,866 shares; 2025Q4: 255,774 shares; 2026Q1: 260,662 shares; 2026Q2: 240,489 shares 240,489 $6.66M 0.34% -20,173 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,942 shares; 2024Q4: 40,806 shares; 2025Q1: 50,248 shares; 2025Q2: 50,652 shares; 2025Q3: 50,862 shares; 2025Q4: 50,842 shares; 2026Q1: 41,378 shares; 2026Q2: 40,266 shares 40,266 $6.56M 0.34% -1,112 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,868 shares; 2024Q4: 66,899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,919 shares; 2025Q4: 47,720 shares; 2026Q1: 80,790 shares; 2026Q2: 78,245 shares 78,245 $6.54M 0.33% -2,545 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,458 shares; 2024Q4: 50,910 shares; 2025Q1: 48,050 shares; 2025Q2: 48,281 shares; 2025Q3: 48,442 shares; 2025Q4: 48,143 shares; 2026Q1: 44,196 shares; 2026Q2: 42,885 shares 42,885 $6.5M 0.33% -1,311 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,930 shares; 2024Q4: 2,440 shares; 2025Q1: 2,615 shares; 2025Q2: 2,560 shares; 2025Q3: 2,500 shares; 2025Q4: 2,441 shares; 2026Q1: 23,702 shares; 2026Q2: 23,004 shares 23,004 $6.41M 0.33% -698 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,178 shares; 2024Q4: 22,793 shares; 2025Q1: 29,023 shares; 2025Q2: 29,640 shares; 2025Q3: 29,846 shares; 2025Q4: 29,287 shares; 2026Q1: 47,344 shares; 2026Q2: 44,916 shares 44,916 $6.32M 0.32% -2,428 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; 2024Q3: 56,035 shares; 2024Q4: 56,150 shares; 2025Q1: 52,440 shares; 2025Q2: 52,396 shares; 2025Q3: 52,085 shares; 2025Q4: 51,940 shares; 2026Q1: 48,800 shares; 2026Q2: 47,556 shares 47,556 $6.3M 0.32% -1,244 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140,794 shares; 2025Q2: 143,389 shares; 2025Q3: 144,285 shares; 2025Q4: 144,692 shares; 2026Q1: 135,061 shares; 2026Q2: 130,599 shares 130,599 $6.21M 0.32% -4,462 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,723 shares; 2024Q4: 22,220 shares; 2025Q1: 23,050 shares; 2025Q2: 21,925 shares; 2025Q3: 21,719 shares; 2025Q4: 21,219 shares; 2026Q1: 22,040 shares; 2026Q2: 20,505 shares 20,505 $5.96M 0.3% -1,535 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,840 shares; 2025Q1: 37,471 shares; 2025Q2: 37,849 shares; 2025Q3: 37,139 shares; 2025Q4: 36,151 shares; 2026Q1: 29,740 shares; 2026Q2: 28,892 shares 28,892 $5.82M 0.3% -848 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,286 shares; 2025Q2: 61,701 shares; 2025Q3: 61,583 shares; 2025Q4: 61,162 shares; 2026Q1: 47,146 shares; 2026Q2: 46,072 shares 46,072 $5.82M 0.3% -1,074 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,677 shares; 2024Q4: 158,581 shares; 2025Q1: 189,096 shares; 2025Q2: 188,776 shares; 2025Q3: 189,868 shares; 2025Q4: 188,671 shares; 2026Q1: 222,002 shares; 2026Q2: 212,315 shares 212,315 $5.64M 0.29% -9,687 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,462 shares; 2024Q4: 3,434 shares; 2025Q1: 5,760 shares; 2025Q2: 6,016 shares; 2025Q3: 10,473 shares; 2025Q4: 11,805 shares; 2026Q1: 12,723 shares; 2026Q2: 64,100 shares 64,100 $5.64M 0.29% +51,377 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,007 shares; 2024Q4: 30,758 shares; 2025Q1: 277,290 shares; 2025Q2: 276,969 shares; 2025Q3: 276,092 shares; 2025Q4: 278,320 shares; 2026Q1: 274,390 shares; 2026Q2: 265,107 shares 265,107 $5.49M 0.28% -9,283 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,769 shares; 2024Q4: 1,621 shares; 2025Q1: 1,585 shares; 2025Q2: 1,495 shares; 2025Q3: 1,453 shares; 2025Q4: 1,394 shares; 2026Q1: 33,035 shares; 2026Q2: 32,008 shares 32,008 $5.44M 0.28% -1,027 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,183 shares; 2024Q4: 7,853 shares; 2025Q1: 7,920 shares; 2025Q2: 7,852 shares; 2025Q3: 13,094 shares; 2025Q4: 6,165 shares; 2026Q1: 61,615 shares; 2026Q2: 59,977 shares 59,977 $5.44M 0.28% -1,638 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,565 shares; 2024Q4: 49,895 shares; 2025Q1: 50,964 shares; 2025Q2: 52,605 shares; 2025Q3: 54,284 shares; 2025Q4: 116,964 shares; 2026Q1: 117,648 shares; 2026Q2: 120,024 shares 120,024 $5.44M 0.28% +2,376 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,976 shares; 2024Q4: 83,766 shares; 2025Q1: 80,821 shares; 2025Q2: 77,761 shares; 2025Q3: 75,780 shares; 2025Q4: 59,726 shares; 2026Q1: 65,146 shares; 2026Q2: 73,227 shares 73,227 $5.38M 0.27% +8,081 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,226 shares; 2024Q4: 103,863 shares; 2025Q1: 3,481 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,961 shares; 2026Q2: 96,626 shares 96,626 $5.37M 0.27% -3,335 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,416 shares; 2024Q4: 54,393 shares; 2025Q1: 48,202 shares; 2025Q2: 2,881 shares; 2025Q3: 2,688 shares; 2025Q4: 2,607 shares; 2026Q1: 2,487 shares; 2026Q2: 33,808 shares 33,808 $5.23M 0.27% +31,321 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,295 shares; 2024Q4: 12,179 shares; 2025Q1: 13,253 shares; 2025Q2: 13,251 shares; 2025Q3: 12,865 shares; 2025Q4: 12,179 shares; 2026Q1: 12,142 shares; 2026Q2: 12,308 shares 12,308 $5.18M 0.26% +166 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,943 shares; 2025Q2: 23,056 shares; 2025Q3: 23,070 shares; 2025Q4: 22,729 shares; 2026Q1: 18,525 shares; 2026Q2: 18,257 shares 18,257 $5.17M 0.26% -268 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,929 shares; 2026Q2: 79,756 shares 79,756 $5M 0.26% -2,173 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 108,378 shares; 2025Q1: 123,684 shares; 2025Q2: 115,045 shares; 2025Q3: 114,725 shares; 2025Q4: 120,492 shares; 2026Q1: 120,762 shares; 2026Q2: 110,804 shares 110,804 $4.93M 0.25% -9,958 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,849 shares; 2024Q4: 14,996 shares; 2025Q1: 15,139 shares; 2025Q2: 14,781 shares; 2025Q3: 15,067 shares; 2025Q4: 15,060 shares; 2026Q1: 13,881 shares; 2026Q2: 13,697 shares 13,697 $4.84M 0.25% -184 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,265 shares; 2025Q4: 84,265 shares; 2026Q1: 84,265 shares; 2026Q2: 84,265 shares 84,265 $4.61M 0.24% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,541 shares; 2025Q2: 18,982 shares; 2025Q3: 19,174 shares; 2025Q4: 19,253 shares; 2026Q1: 24,004 shares; 2026Q2: 22,828 shares 22,828 $4.44M 0.23% -1,176 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,310 shares; 2024Q4: 14,086 shares; 2025Q1: 14,024 shares; 2025Q2: 13,728 shares; 2025Q3: 13,663 shares; 2025Q4: 13,302 shares; 2026Q1: 13,144 shares; 2026Q2: 12,570 shares 12,570 $4.43M 0.23% -574 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,756 shares; 2024Q4: 243,239 shares; 2025Q1: 233,377 shares; 2025Q2: 230,187 shares; 2025Q3: 229,510 shares; 2025Q4: 227,648 shares; 2026Q1: 226,425 shares; 2026Q2: 216,040 shares 216,040 $4.4M 0.22% -10,385 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,237 shares; 2025Q1: 25,056 shares; 2025Q2: 35,440 shares; 2025Q3: 36,728 shares; 2025Q4: 40,446 shares; 2026Q1: 51,845 shares; 2026Q2: 52,274 shares 52,274 $4.33M 0.22% +429 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,332 shares; 2024Q4: 59,852 shares; 2025Q1: 63,616 shares; 2025Q2: 64,860 shares; 2025Q3: 69,188 shares; 2025Q4: 69,845 shares; 2026Q1: 69,752 shares; 2026Q2: 68,223 shares 68,223 $4.28M 0.22% -1,529 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,184 shares; 2024Q4: 12,298 shares; 2025Q1: 12,477 shares; 2025Q2: 12,338 shares; 2025Q3: 12,373 shares; 2025Q4: 12,548 shares; 2026Q1: 12,744 shares; 2026Q2: 12,783 shares 12,783 $4.18M 0.21% +39 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,343 shares; 2026Q2: 30,434 shares 30,434 $4.17M 0.21% -909 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,605 shares; 2024Q4: 24,617 shares; 2025Q1: 14,283 shares; 2025Q2: not reported; 2025Q3: 14,523 shares; 2025Q4: 11,864 shares; 2026Q1: 11,694 shares; 2026Q2: 9,944 shares 9,944 $4.13M 0.21% -1,750 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,657 shares; 2024Q4: 76,289 shares; 2025Q1: 74,278 shares; 2025Q2: 77,375 shares; 2025Q3: 62,780 shares; 2025Q4: 62,296 shares; 2026Q1: 61,234 shares; 2026Q2: 57,151 shares 57,151 $4.07M 0.21% -4,083 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,609 shares; 2024Q4: 35,698 shares; 2025Q1: 36,960 shares; 2025Q2: 38,243 shares; 2025Q3: 40,472 shares; 2025Q4: 45,499 shares; 2026Q1: 47,914 shares; 2026Q2: 48,728 shares 48,728 $3.99M 0.2% +814 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,393 shares; 2026Q2: 93,024 shares 93,024 $3.88M 0.2% -3,369 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,848 shares; 2024Q4: 3,891 shares; 2025Q1: 3,537 shares; 2025Q2: 3,281 shares; 2025Q3: 3,135 shares; 2025Q4: 3,098 shares; 2026Q1: 2,965 shares; 2026Q2: 3,646 shares 3,646 $3.88M 0.2% +681 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,951 shares; 2025Q2: 56,925 shares; 2025Q3: 56,725 shares; 2025Q4: 52,843 shares; 2026Q1: 3,559 shares; 2026Q2: 3,356 shares 3,356 $3.87M 0.2% -203 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,440 shares; 2025Q4: 59,339 shares; 2026Q1: 68,042 shares; 2026Q2: 74,142 shares 74,142 $3.81M 0.19% +6,100 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,352 shares; 2024Q4: 209,737 shares; 2025Q1: 204,171 shares; 2025Q2: 205,294 shares; 2025Q3: 199,962 shares; 2025Q4: 199,548 shares; 2026Q1: 198,629 shares; 2026Q2: 192,644 shares 192,644 $3.78M 0.19% -5,985 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,136 shares; 2024Q4: 10,212 shares; 2025Q1: 10,373 shares; 2025Q2: 10,283 shares; 2025Q3: 10,483 shares; 2025Q4: 10,108 shares; 2026Q1: 9,956 shares; 2026Q2: 9,980 shares 9,980 $3.77M 0.19% +24 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,057 shares; 2024Q4: 130,942 shares; 2025Q1: 132,977 shares; 2025Q2: 131,279 shares; 2025Q3: 136,135 shares; 2025Q4: 127,655 shares; 2026Q1: 120,915 shares; 2026Q2: 117,316 shares 117,316 $3.66M 0.19% -3,599 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,265 shares; 2025Q2: 57,798 shares; 2025Q3: 58,524 shares; 2025Q4: 57,840 shares; 2026Q1: not reported; 2026Q2: 23,599 shares 23,599 $3.63M 0.19% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,336 shares; 2024Q4: 17,265 shares; 2025Q1: 17,240 shares; 2025Q2: 17,220 shares; 2025Q3: 17,061 shares; 2025Q4: 16,998 shares; 2026Q1: 16,743 shares; 2026Q2: 16,743 shares 16,743 $3.62M 0.19% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,029 shares; 2024Q4: 14,914 shares; 2025Q1: 14,134 shares; 2025Q2: 14,187 shares; 2025Q3: 20,025 shares; 2025Q4: 15,097 shares; 2026Q1: 14,227 shares; 2026Q2: 14,283 shares 14,283 $3.59M 0.18% +56 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 126,011 shares; 2025Q1: 126,011 shares; 2025Q2: 126,011 shares; 2025Q3: 126,011 shares; 2025Q4: 129,855 shares; 2026Q1: 122,097 shares; 2026Q2: 122,097 shares 122,097 $3.56M 0.18% 0 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,530 shares; 2024Q4: 78,104 shares; 2025Q1: 94,689 shares; 2025Q2: 94,689 shares; 2025Q3: 87,821 shares; 2025Q4: 88,427 shares; 2026Q1: 88,385 shares; 2026Q2: 83,354 shares 83,354 $3.47M 0.18% -5,031 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,639 shares; 2025Q1: 24,690 shares; 2025Q2: 28,652 shares; 2025Q3: 45,005 shares; 2025Q4: 68,380 shares; 2026Q1: 68,332 shares; 2026Q2: 66,172 shares 66,172 $3.35M 0.17% -2,160 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,921 shares; 2024Q4: 2,478 shares; 2025Q1: 979 shares; 2025Q2: 906 shares; 2025Q3: 899 shares; 2025Q4: 895 shares; 2026Q1: not reported; 2026Q2: 16,154 shares 16,154 $3.31M 0.17% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,515 shares; 2024Q4: 200,478 shares; 2025Q1: 192,665 shares; 2025Q2: 186,452 shares; 2025Q3: 180,213 shares; 2025Q4: 179,610 shares; 2026Q1: 172,849 shares; 2026Q2: 166,080 shares 166,080 $3.24M 0.17% -6,769 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,438 shares; 2025Q4: 85,413 shares; 2026Q1: 83,309 shares; 2026Q2: 87,124 shares 87,124 $3.15M 0.16% +3,815 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,313 shares; 2024Q4: 8,312 shares; 2025Q1: 8,342 shares; 2025Q2: 8,254 shares; 2025Q3: 8,568 shares; 2025Q4: 16,444 shares; 2026Q1: 16,496 shares; 2026Q2: 15,378 shares 15,378 $2.93M 0.15% -1,118 Timeline USSH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,636 shares; 2025Q2: 20,164 shares; 2025Q3: 29,572 shares; 2025Q4: 43,211 shares; 2026Q1: 52,730 shares; 2026Q2: 58,198 shares 58,198 $2.92M 0.15% +5,468 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,802 shares; 2024Q4: 38,217 shares; 2025Q1: 36,730 shares; 2025Q2: 36,447 shares; 2025Q3: 37,862 shares; 2025Q4: 36,242 shares; 2026Q1: 35,610 shares; 2026Q2: 35,574 shares 35,574 $2.86M 0.15% -36 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,532 shares; 2024Q4: 36,265 shares; 2025Q1: 35,322 shares; 2025Q2: 34,592 shares; 2025Q3: 34,105 shares; 2025Q4: 31,858 shares; 2026Q1: 29,790 shares; 2026Q2: 28,512 shares 28,512 $2.76M 0.14% -1,278 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,498 shares; 2024Q4: 36,173 shares; 2025Q1: 34,180 shares; 2025Q2: 34,468 shares; 2025Q3: 34,030 shares; 2025Q4: 33,733 shares; 2026Q1: 33,717 shares; 2026Q2: 33,242 shares 33,242 $2.76M 0.14% -475 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,311 shares; 2025Q2: 71,444 shares; 2025Q3: 84,574 shares; 2025Q4: 97,535 shares; 2026Q1: 100,430 shares; 2026Q2: 104,974 shares 104,974 $2.75M 0.14% +4,544 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,717 shares; 2025Q2: 12,786 shares; 2025Q3: 20,432 shares; 2025Q4: 32,889 shares; 2026Q1: 33,407 shares; 2026Q2: 51,406 shares 51,406 $2.69M 0.14% +17,999 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,966 shares; 2025Q1: 50,938 shares; 2025Q2: 54,596 shares; 2025Q3: 54,124 shares; 2025Q4: 59,772 shares; 2026Q1: 67,573 shares; 2026Q2: 72,355 shares 72,355 $2.67M 0.14% +4,782 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,776 shares; 2024Q4: 32,721 shares; 2025Q1: 31,391 shares; 2025Q2: 30,823 shares; 2025Q3: 30,525 shares; 2025Q4: 30,426 shares; 2026Q1: 29,828 shares; 2026Q2: 29,630 shares 29,630 $2.66M 0.14% -198 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,469 shares; 2024Q4: 82,554 shares; 2025Q1: 77,534 shares; 2025Q2: 68,938 shares; 2025Q3: 72,184 shares; 2025Q4: 75,759 shares; 2026Q1: 75,198 shares; 2026Q2: 76,372 shares 76,372 $2.66M 0.14% +1,174 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,086 shares; 2024Q4: 2,982 shares; 2025Q1: 2,838 shares; 2025Q2: 2,835 shares; 2025Q3: 3,302 shares; 2025Q4: 3,296 shares; 2026Q1: 3,402 shares; 2026Q2: 3,498 shares 3,498 $2.62M 0.13% +96 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70,687 shares; 2025Q1: 62,650 shares; 2025Q2: 68,075 shares; 2025Q3: 68,560 shares; 2025Q4: 65,955 shares; 2026Q1: 69,695 shares; 2026Q2: 69,247 shares 69,247 $2.58M 0.13% -448 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,319 shares; 2024Q4: 17,122 shares; 2025Q1: 16,357 shares; 2025Q2: 16,279 shares; 2025Q3: 16,837 shares; 2025Q4: 17,517 shares; 2026Q1: 17,503 shares; 2026Q2: 18,700 shares 18,700 $2.56M 0.13% +1,197 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,588 shares; 2024Q4: 2,522 shares; 2025Q1: 2,492 shares; 2025Q2: 2,491 shares; 2025Q3: 2,489 shares; 2025Q4: 2,544 shares; 2026Q1: 2,500 shares; 2026Q2: 2,601 shares 2,601 $2.54M 0.13% +101 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333,252 shares; 2024Q4: 326,434 shares; 2025Q1: 381,926 shares; 2025Q2: 487,404 shares; 2025Q3: 484,890 shares; 2025Q4: 485,188 shares; 2026Q1: 406,899 shares; 2026Q2: 404,493 shares 404,493 $2.52M 0.13% -2,406 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,683 shares; 2024Q4: 7,714 shares; 2025Q1: 7,714 shares; 2025Q2: 7,752 shares; 2025Q3: 7,714 shares; 2025Q4: 7,531 shares; 2026Q1: 7,394 shares; 2026Q2: 7,247 shares 7,247 $2.47M 0.13% -147 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,594 shares; 2024Q4: 74,912 shares; 2025Q1: 72,161 shares; 2025Q2: 72,831 shares; 2025Q3: 72,965 shares; 2025Q4: 73,273 shares; 2026Q1: 72,250 shares; 2026Q2: 71,588 shares 71,588 $2.43M 0.12% -662 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,399 shares; 2024Q4: 30,736 shares; 2025Q1: 30,681 shares; 2025Q2: 30,823 shares; 2025Q3: 30,823 shares; 2025Q4: 30,823 shares; 2026Q1: 57,907 shares; 2026Q2: 57,494 shares 57,494 $2.43M 0.12% -413 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,676 shares; 2024Q4: 117,501 shares; 2025Q1: 107,850 shares; 2025Q2: 106,131 shares; 2025Q3: 96,101 shares; 2025Q4: 88,120 shares; 2026Q1: 75,546 shares; 2026Q2: 68,887 shares 68,887 $2.42M 0.12% -6,659 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,639 shares; 2026Q1: 56,200 shares; 2026Q2: 45,045 shares 45,045 $2.4M 0.12% -11,155 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,922 shares; 2024Q4: 47,297 shares; 2025Q1: 47,403 shares; 2025Q2: 43,815 shares; 2025Q3: 43,010 shares; 2025Q4: 42,746 shares; 2026Q1: 43,939 shares; 2026Q2: 41,225 shares 41,225 $2.39M 0.12% -2,714 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,950 shares; 2024Q4: 21,918 shares; 2025Q1: 25,543 shares; 2025Q2: 31,839 shares; 2025Q3: 31,323 shares; 2025Q4: 30,107 shares; 2026Q1: 29,618 shares; 2026Q2: 28,886 shares 28,886 $2.38M 0.12% -732 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,431 shares; 2024Q4: 18,228 shares; 2025Q1: 17,711 shares; 2025Q2: 17,711 shares; 2025Q3: 59,069 shares; 2025Q4: 57,177 shares; 2026Q1: 55,885 shares; 2026Q2: 57,745 shares 57,745 $2.35M 0.12% +1,860 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,985 shares; 2024Q4: 4,270 shares; 2025Q1: 4,251 shares; 2025Q2: 4,261 shares; 2025Q3: 4,309 shares; 2025Q4: 4,479 shares; 2026Q1: 3,943 shares; 2026Q2: 4,026 shares 4,026 $2.34M 0.12% +83 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,830 shares; 2024Q4: 294,125 shares; 2025Q1: 290,563 shares; 2025Q2: 280,537 shares; 2025Q3: 259,010 shares; 2025Q4: 233,845 shares; 2026Q1: 142,632 shares; 2026Q2: 138,840 shares 138,840 $2.32M 0.12% -3,792 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,339 shares; 2024Q4: 16,257 shares; 2025Q1: 16,171 shares; 2025Q2: 15,029 shares; 2025Q3: 14,807 shares; 2025Q4: 14,273 shares; 2026Q1: 14,372 shares; 2026Q2: 14,390 shares 14,390 $2.28M 0.12% +18 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,560 shares; 2024Q4: 16,642 shares; 2025Q1: 17,269 shares; 2025Q2: 17,395 shares; 2025Q3: 17,472 shares; 2025Q4: 15,869 shares; 2026Q1: 4,505 shares; 2026Q2: 4,467 shares 4,467 $2.28M 0.12% -38 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,873 shares; 2024Q4: 4,130 shares; 2025Q1: 4,709 shares; 2025Q2: 5,037 shares; 2025Q3: 4,893 shares; 2025Q4: 6,200 shares; 2026Q1: 7,363 shares; 2026Q2: 9,587 shares 9,587 $2.27M 0.12% +2,224 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,143 shares; 2024Q4: 3,332 shares; 2025Q1: 3,300 shares; 2025Q2: 3,297 shares; 2025Q3: 3,249 shares; 2025Q4: 5,195 shares; 2026Q1: 5,076 shares; 2026Q2: 5,961 shares 5,961 $2.23M 0.11% +885 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,832 shares; 2024Q4: 3,948 shares; 2025Q1: 4,047 shares; 2025Q2: 4,174 shares; 2025Q3: 4,580 shares; 2025Q4: 4,958 shares; 2026Q1: 4,507 shares; 2026Q2: 4,626 shares 4,626 $2.21M 0.11% +119 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,537 shares; 2024Q4: 233,885 shares; 2025Q1: 214,048 shares; 2025Q2: 214,314 shares; 2025Q3: 216,341 shares; 2025Q4: 216,330 shares; 2026Q1: 24,420 shares; 2026Q2: 21,739 shares 21,739 $2.15M 0.11% -2,681 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,619 shares; 2026Q1: 38,619 shares; 2026Q2: 38,619 shares 38,619 $2.15M 0.11% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,392 shares; 2024Q4: 34,140 shares; 2025Q1: 34,901 shares; 2025Q2: 34,264 shares; 2025Q3: 34,339 shares; 2025Q4: 34,848 shares; 2026Q1: 46,345 shares; 2026Q2: 46,609 shares 46,609 $2.12M 0.11% +264 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,952 shares; 2024Q4: 5,952 shares; 2025Q1: 5,921 shares; 2025Q2: 6,227 shares; 2025Q3: 6,227 shares; 2025Q4: 6,019 shares; 2026Q1: 6,078 shares; 2026Q2: 6,078 shares 6,078 $2.09M 0.11% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,811 shares; 2024Q4: 8,164 shares; 2025Q1: 7,391 shares; 2025Q2: 7,379 shares; 2025Q3: 7,680 shares; 2025Q4: 7,427 shares; 2026Q1: 7,392 shares; 2026Q2: 6,807 shares 6,807 $2.06M 0.11% -585 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,660 shares; 2025Q1: 17,063 shares; 2025Q2: 17,642 shares; 2025Q3: 18,760 shares; 2025Q4: 22,869 shares; 2026Q1: 21,141 shares; 2026Q2: 20,480 shares 20,480 $2.06M 0.11% -661 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,684 shares; 2024Q4: 5,484 shares; 2025Q1: 4,965 shares; 2025Q2: 4,874 shares; 2025Q3: 4,884 shares; 2025Q4: 11,883 shares; 2026Q1: 34,756 shares; 2026Q2: 40,556 shares 40,556 $2.05M 0.1% +5,800 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,203 shares; 2024Q4: 373,508 shares; 2025Q1: 42,876 shares; 2025Q2: 42,365 shares; 2025Q3: 38,917 shares; 2025Q4: 39,098 shares; 2026Q1: 36,136 shares; 2026Q2: 33,827 shares 33,827 $2.02M 0.1% -2,309 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,892 shares; 2024Q4: 13,892 shares; 2025Q1: 41,855 shares; 2025Q2: 56,838 shares; 2025Q3: 57,032 shares; 2025Q4: 57,032 shares; 2026Q1: 57,018 shares; 2026Q2: 63,797 shares 63,797 $1.99M 0.1% +6,779 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,058 shares; 2024Q4: 102,095 shares; 2025Q1: 94,169 shares; 2025Q2: 75,710 shares; 2025Q3: 69,810 shares; 2025Q4: 63,133 shares; 2026Q1: 60,460 shares; 2026Q2: 59,353 shares 59,353 $1.97M 0.1% -1,107 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,065 shares; 2024Q4: 5,020 shares; 2025Q1: 4,803 shares; 2025Q2: 4,514 shares; 2025Q3: 4,436 shares; 2025Q4: 4,312 shares; 2026Q1: 4,162 shares; 2026Q2: 3,916 shares 3,916 $1.96M 0.1% -246 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,275 shares; 2024Q4: 33,312 shares; 2025Q1: 32,565 shares; 2025Q2: 31,933 shares; 2025Q3: 31,475 shares; 2025Q4: 31,443 shares; 2026Q1: 30,200 shares; 2026Q2: 30,674 shares 30,674 $1.96M 0.1% +474 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,225 shares; 2024Q4: 2,161 shares; 2025Q1: 2,109 shares; 2025Q2: 2,099 shares; 2025Q3: 2,079 shares; 2025Q4: 2,020 shares; 2026Q1: 2,031 shares; 2026Q2: 16,245 shares 16,245 $1.94M 0.1% +14,214 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,224 shares; 2024Q4: 50,123 shares; 2025Q1: 50,415 shares; 2025Q2: 50,431 shares; 2025Q3: 48,577 shares; 2025Q4: 48,631 shares; 2026Q1: 62,257 shares; 2026Q2: 61,733 shares 61,733 $1.92M 0.1% -524 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,708 shares; 2024Q4: 34,803 shares; 2025Q1: 34,521 shares; 2025Q2: 34,627 shares; 2025Q3: 19,972 shares; 2025Q4: 19,996 shares; 2026Q1: 19,836 shares; 2026Q2: 19,857 shares 19,857 $1.91M 0.1% +21 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,397 shares; 2024Q4: 50,474 shares; 2025Q1: 51,201 shares; 2025Q2: 49,691 shares; 2025Q3: 43,715 shares; 2025Q4: 54,146 shares; 2026Q1: 52,509 shares; 2026Q2: 51,685 shares 51,685 $1.91M 0.1% -824 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; 2024Q3: not reported; 2024Q4: 29,060 shares; 2025Q1: 31,185 shares; 2025Q2: 31,481 shares; 2025Q3: 30,937 shares; 2025Q4: 51,676 shares; 2026Q1: 49,697 shares; 2026Q2: 48,235 shares 48,235 $1.91M 0.1% -1,462 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,475 shares; 2024Q4: 81,825 shares; 2025Q1: 79,089 shares; 2025Q2: 70,989 shares; 2025Q3: 58,145 shares; 2025Q4: 57,055 shares; 2026Q1: 56,975 shares; 2026Q2: 43,839 shares 43,839 $1.84M 0.09% -13,136 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,662 shares; 2024Q4: 127,221 shares; 2025Q1: 107,792 shares; 2025Q2: 107,301 shares; 2025Q3: 104,853 shares; 2025Q4: 96,529 shares; 2026Q1: 90,448 shares; 2026Q2: 79,284 shares 79,284 $1.81M 0.09% -11,164 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,319 shares; 2025Q2: 28,529 shares; 2025Q3: 37,225 shares; 2025Q4: 44,264 shares; 2026Q1: 46,282 shares; 2026Q2: 34,710 shares 34,710 $1.79M 0.09% -11,572 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,003 shares; 2025Q1: 4,831 shares; 2025Q2: 5,934 shares; 2025Q3: 12,729 shares; 2025Q4: 17,039 shares; 2026Q1: 19,052 shares; 2026Q2: 23,049 shares 23,049 $1.74M 0.09% +3,997 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,248 shares; 2024Q4: 54,831 shares; 2025Q1: 57,023 shares; 2025Q2: 56,854 shares; 2025Q3: 53,547 shares; 2025Q4: 50,745 shares; 2026Q1: 49,205 shares; 2026Q2: 49,079 shares 49,079 $1.68M 0.09% -126 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,613 shares; 2024Q4: 32,936 shares; 2025Q1: 32,419 shares; 2025Q2: 27,042 shares; 2025Q3: 26,368 shares; 2025Q4: 25,088 shares; 2026Q1: 23,035 shares; 2026Q2: 20,353 shares 20,353 $1.68M 0.09% -2,682 Timeline OPRT OPORTUN FINL CORP More: the full row for OPORTUN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,313 shares; 2024Q4: 172,910 shares; 2025Q1: 196,543 shares; 2025Q2: 196,543 shares; 2025Q3: 196,543 shares; 2025Q4: 196,543 shares; 2026Q1: 243,575 shares; 2026Q2: 291,041 shares 291,041 $1.66M 0.08% +47,466 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,972 shares; 2024Q4: 9,827 shares; 2025Q1: 9,611 shares; 2025Q2: 9,531 shares; 2025Q3: 9,350 shares; 2025Q4: 9,350 shares; 2026Q1: 9,350 shares; 2026Q2: 9,393 shares 9,393 $1.66M 0.08% +43 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,348 shares; 2025Q1: 45,160 shares; 2025Q2: 45,232 shares; 2025Q3: 44,474 shares; 2025Q4: 49,383 shares; 2026Q1: 48,765 shares; 2026Q2: 48,418 shares 48,418 $1.65M 0.08% -347 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,931 shares; 2025Q1: 21,826 shares; 2025Q2: 28,986 shares; 2025Q3: 31,486 shares; 2025Q4: 32,536 shares; 2026Q1: 34,697 shares; 2026Q2: 34,127 shares 34,127 $1.65M 0.08% -570 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,216 shares; 2024Q4: 9,216 shares; 2025Q1: 46,426 shares; 2025Q2: 57,159 shares; 2025Q3: 57,159 shares; 2025Q4: 55,537 shares; 2026Q1: 47,570 shares; 2026Q2: 41,919 shares 41,919 $1.62M 0.08% -5,651 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,117 shares; 2024Q4: 1,081 shares; 2025Q1: 1,206 shares; 2025Q2: 1,163 shares; 2025Q3: 2,761 shares; 2025Q4: 3,727 shares; 2026Q1: 3,816 shares; 2026Q2: 3,784 shares 3,784 $1.61M 0.08% -32 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,817 shares; 2024Q4: 22,608 shares; 2025Q1: 21,693 shares; 2025Q2: 20,681 shares; 2025Q3: 20,569 shares; 2025Q4: 20,550 shares; 2026Q1: 20,000 shares; 2026Q2: 18,372 shares 18,372 $1.61M 0.08% -1,628 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,548 shares; 2024Q4: 19,525 shares; 2025Q1: 17,818 shares; 2025Q2: 17,109 shares; 2025Q3: 17,149 shares; 2025Q4: 15,719 shares; 2026Q1: 15,516 shares; 2026Q2: 15,481 shares 15,481 $1.61M 0.08% -35 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,966 shares; 2024Q4: 5,966 shares; 2025Q1: 4,163 shares; 2025Q2: 4,153 shares; 2025Q3: 4,093 shares; 2025Q4: 4,073 shares; 2026Q1: 4,022 shares; 2026Q2: 4,021 shares 4,021 $1.6M 0.08% -1 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,596 shares; 2025Q1: 27,519 shares; 2025Q2: 27,877 shares; 2025Q3: 27,887 shares; 2025Q4: 27,905 shares; 2026Q1: 27,910 shares; 2026Q2: 29,516 shares 29,516 $1.59M 0.08% +1,606 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,927 shares; 2024Q4: 35,660 shares; 2025Q1: 32,972 shares; 2025Q2: 32,666 shares; 2025Q3: 34,733 shares; 2025Q4: 33,895 shares; 2026Q1: 32,634 shares; 2026Q2: 31,162 shares 31,162 $1.54M 0.08% -1,472 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,665 shares; 2024Q4: 5,665 shares; 2025Q1: 10,765 shares; 2025Q2: 11,444 shares; 2025Q3: 11,444 shares; 2025Q4: 22,730 shares; 2026Q1: 22,830 shares; 2026Q2: 22,522 shares 22,522 $1.52M 0.08% -308 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,468 shares; 2025Q4: 107,945 shares; 2026Q1: 105,664 shares; 2026Q2: 103,409 shares 103,409 $1.49M 0.08% -2,255 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,655 shares; 2025Q3: 24,242 shares; 2025Q4: 50,290 shares; 2026Q1: 50,380 shares; 2026Q2: 54,028 shares 54,028 $1.48M 0.08% +3,648 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,297 shares; 2024Q4: 9,457 shares; 2025Q1: 11,299 shares; 2025Q2: 11,259 shares; 2025Q3: 10,778 shares; 2025Q4: 9,329 shares; 2026Q1: 9,277 shares; 2026Q2: 9,096 shares 9,096 $1.47M 0.08% -181 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 796 shares; 2025Q1: 888 shares; 2025Q2: 989 shares; 2025Q3: 986 shares; 2025Q4: 1,169 shares; 2026Q1: 1,181 shares; 2026Q2: 1,222 shares 1,222 $1.44M 0.07% +41 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,867 shares; 2024Q4: 20,400 shares; 2025Q1: 19,956 shares; 2025Q2: 19,551 shares; 2025Q3: 19,043 shares; 2025Q4: 18,052 shares; 2026Q1: 18,052 shares; 2026Q2: 18,037 shares 18,037 $1.41M 0.07% -15 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,363 shares; 2024Q4: 28,084 shares; 2025Q1: 28,084 shares; 2025Q2: 28,084 shares; 2025Q3: 13,337 shares; 2025Q4: 34,116 shares; 2026Q1: 34,116 shares; 2026Q2: 34,116 shares 34,116 $1.4M 0.07% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,727 shares; 2024Q4: 17,075 shares; 2025Q1: 13,717 shares; 2025Q2: 12,617 shares; 2025Q3: 12,432 shares; 2025Q4: 14,261 shares; 2026Q1: 16,384 shares; 2026Q2: 16,312 shares 16,312 $1.39M 0.07% -72 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,267 shares; 2024Q4: 58,597 shares; 2025Q1: 53,632 shares; 2025Q2: 53,238 shares; 2025Q3: 51,703 shares; 2025Q4: 43,626 shares; 2026Q1: 43,220 shares; 2026Q2: 41,945 shares 41,945 $1.39M 0.07% -1,275 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,325 shares; 2024Q4: 20,996 shares; 2025Q1: 15,869 shares; 2025Q2: 17,688 shares; 2025Q3: 20,070 shares; 2025Q4: 28,907 shares; 2026Q1: 28,112 shares; 2026Q2: 27,564 shares 27,564 $1.39M 0.07% -548 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,103 shares; 2024Q4: 3,681 shares; 2025Q1: 3,748 shares; 2025Q2: 3,211 shares; 2025Q3: 3,802 shares; 2025Q4: 4,071 shares; 2026Q1: 3,636 shares; 2026Q2: 3,740 shares 3,740 $1.38M 0.07% +104 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,927 shares; 2024Q4: 2,004 shares; 2025Q1: 1,879 shares; 2025Q2: 1,872 shares; 2025Q3: 1,786 shares; 2025Q4: 17,827 shares; 2026Q1: 17,991 shares; 2026Q2: 18,394 shares 18,394 $1.31M 0.07% +403 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,501 shares; 2024Q4: 4,183 shares; 2025Q1: 3,787 shares; 2025Q2: 3,797 shares; 2025Q3: 3,814 shares; 2025Q4: 3,811 shares; 2026Q1: 3,676 shares; 2026Q2: 3,591 shares 3,591 $1.3M 0.07% -85 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,336 shares; 2024Q4: 1,334 shares; 2025Q1: 1,375 shares; 2025Q2: 1,329 shares; 2025Q3: 1,312 shares; 2025Q4: 1,313 shares; 2026Q1: 1,312 shares; 2026Q2: 1,270 shares 1,270 $1.28M 0.07% -42 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,309 shares; 2024Q4: 18,837 shares; 2025Q1: 18,405 shares; 2025Q2: 18,816 shares; 2025Q3: 18,814 shares; 2025Q4: 18,815 shares; 2026Q1: 17,921 shares; 2026Q2: 17,525 shares 17,525 $1.27M 0.07% -396 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,148 shares; 2024Q4: 11,561 shares; 2025Q1: 9,974 shares; 2025Q2: 10,517 shares; 2025Q3: 9,414 shares; 2025Q4: 9,207 shares; 2026Q1: 9,078 shares; 2026Q2: 9,070 shares 9,070 $1.27M 0.06% -8 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 387 shares; 2025Q2: 374 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 4,190 shares 4,190 $1.26M 0.06% +3,753 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,478 shares; 2024Q4: 33,110 shares; 2025Q1: 32,907 shares; 2025Q2: 27,390 shares; 2025Q3: 33,174 shares; 2025Q4: 33,174 shares; 2026Q1: 32,894 shares; 2026Q2: 30,449 shares 30,449 $1.26M 0.06% -2,445 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,450 shares; 2024Q4: 4,333 shares; 2025Q1: 4,353 shares; 2025Q2: 4,336 shares; 2025Q3: 4,353 shares; 2025Q4: 4,205 shares; 2026Q1: 4,152 shares; 2026Q2: 3,970 shares 3,970 $1.25M 0.06% -182 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,835 shares; 2024Q4: 5,846 shares; 2025Q1: 6,104 shares; 2025Q2: 5,967 shares; 2025Q3: 5,961 shares; 2025Q4: 5,845 shares; 2026Q1: 5,981 shares; 2026Q2: 5,970 shares 5,970 $1.25M 0.06% -11 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,902 shares; 2026Q1: 11,852 shares; 2026Q2: 13,657 shares 13,657 $1.21M 0.06% +1,805 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,597 shares; 2024Q4: 8,014 shares; 2025Q1: 8,370 shares; 2025Q2: 13,744 shares; 2025Q3: 27,151 shares; 2025Q4: 27,791 shares; 2026Q1: 22,839 shares; 2026Q2: 21,293 shares 21,293 $1.2M 0.06% -1,546 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,078 shares; 2024Q4: 12,232 shares; 2025Q1: 12,399 shares; 2025Q2: 14,901 shares; 2025Q3: 14,119 shares; 2025Q4: 12,742 shares; 2026Q1: 13,812 shares; 2026Q2: 14,397 shares 14,397 $1.19M 0.06% +585 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,391 shares; 2024Q4: 14,576 shares; 2025Q1: 14,612 shares; 2025Q2: 14,672 shares; 2025Q3: 14,696 shares; 2025Q4: 15,024 shares; 2026Q1: 14,723 shares; 2026Q2: 14,500 shares 14,500 $1.18M 0.06% -223 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,544 shares; 2024Q4: 981 shares; 2025Q1: 1,907 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,640 shares; 2026Q1: 1,630 shares; 2026Q2: 1,630 shares 1,630 $1.15M 0.06% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340 shares; 2024Q4: 1,481 shares; 2025Q1: 1,564 shares; 2025Q2: 1,537 shares; 2025Q3: 1,563 shares; 2025Q4: 1,638 shares; 2026Q1: 1,659 shares; 2026Q2: 1,734 shares 1,734 $1.14M 0.06% +75 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,414 shares; 2024Q4: 10,378 shares; 2025Q1: 10,101 shares; 2025Q2: 10,051 shares; 2025Q3: 9,961 shares; 2025Q4: 9,961 shares; 2026Q1: 9,869 shares; 2026Q2: 9,877 shares 9,877 $1.14M 0.06% +8 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,409 shares; 2024Q4: 3,399 shares; 2025Q1: 3,231 shares; 2025Q2: 3,050 shares; 2025Q3: 3,068 shares; 2025Q4: 3,077 shares; 2026Q1: 3,103 shares; 2026Q2: 3,109 shares 3,109 $1.1M 0.06% +6 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,191 shares; 2024Q4: 12,197 shares; 2025Q1: 10,400 shares; 2025Q2: 8,755 shares; 2025Q3: 8,320 shares; 2025Q4: 8,290 shares; 2026Q1: 8,427 shares; 2026Q2: 8,364 shares 8,364 $1.07M 0.05% -63 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,863 shares; 2024Q4: 16,863 shares; 2025Q1: 16,352 shares; 2025Q2: 16,354 shares; 2025Q3: 16,355 shares; 2025Q4: 16,357 shares; 2026Q1: 16,289 shares; 2026Q2: 16,230 shares 16,230 $1.05M 0.05% -59 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,276 shares; 2025Q3: 2,380 shares; 2025Q4: 2,383 shares; 2026Q1: 2,435 shares; 2026Q2: 2,403 shares 2,403 $1.04M 0.05% -32 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,315 shares; 2024Q4: 15,200 shares; 2025Q1: 15,153 shares; 2025Q2: 14,169 shares; 2025Q3: 13,494 shares; 2025Q4: 13,212 shares; 2026Q1: 12,861 shares; 2026Q2: 11,841 shares 11,841 $1.04M 0.05% -1,020 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,973 shares; 2024Q4: 1,973 shares; 2025Q1: 1,886 shares; 2025Q2: 1,729 shares; 2025Q3: 1,604 shares; 2025Q4: 1,489 shares; 2026Q1: 1,405 shares; 2026Q2: 1,406 shares 1,406 $1.02M 0.05% +1 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,454 shares; 2024Q4: 9,703 shares; 2025Q1: 9,563 shares; 2025Q2: 9,385 shares; 2025Q3: 9,335 shares; 2025Q4: 7,961 shares; 2026Q1: 8,011 shares; 2026Q2: 6,920 shares 6,920 $1.01M 0.05% -1,091 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,414 shares; 2024Q4: 77,018 shares; 2025Q1: 8,906 shares; 2025Q2: 15,541 shares; 2025Q3: 21,126 shares; 2025Q4: 21,397 shares; 2026Q1: 21,015 shares; 2026Q2: 20,980 shares 20,980 $1.01M 0.05% -35 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,160 shares; 2024Q4: 7,452 shares; 2025Q1: 7,056 shares; 2025Q2: 6,985 shares; 2025Q3: 7,046 shares; 2025Q4: 7,446 shares; 2026Q1: 7,249 shares; 2026Q2: 6,803 shares 6,803 $997K 0.05% -446 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,631 shares; 2024Q4: 26,450 shares; 2025Q1: 25,846 shares; 2025Q2: 25,286 shares; 2025Q3: 25,301 shares; 2025Q4: 24,260 shares; 2026Q1: 24,278 shares; 2026Q2: 23,971 shares 23,971 $978K 0.05% -307 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,388 shares; 2024Q4: 26,028 shares; 2025Q1: 24,103 shares; 2025Q2: 22,247 shares; 2025Q3: 22,247 shares; 2025Q4: 17,262 shares; 2026Q1: 14,785 shares; 2026Q2: 13,785 shares 13,785 $974K 0.05% -1,000 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,600 shares; 2024Q4: 25,100 shares; 2025Q1: 28,085 shares; 2025Q2: 32,012 shares; 2025Q3: 36,397 shares; 2025Q4: 38,670 shares; 2026Q1: 7,798 shares; 2026Q2: 7,783 shares 7,783 $968K 0.05% -15 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,377 shares; 2025Q4: 21,546 shares; 2026Q1: 20,862 shares; 2026Q2: 20,659 shares 20,659 $959K 0.05% -203 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,009 shares; 2025Q1: 19,089 shares; 2025Q2: 17,304 shares; 2025Q3: 17,308 shares; 2025Q4: 17,311 shares; 2026Q1: 17,314 shares; 2026Q2: 17,317 shares 17,317 $953K 0.05% +3 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,858 shares; 2024Q4: 15,658 shares; 2025Q1: 14,485 shares; 2025Q2: 14,185 shares; 2025Q3: 13,739 shares; 2025Q4: 13,342 shares; 2026Q1: 12,988 shares; 2026Q2: 8,087 shares 8,087 $950K 0.05% -4,901 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,449 shares; 2024Q4: 7,283 shares; 2025Q1: 7,283 shares; 2025Q2: 29,283 shares; 2025Q3: 29,280 shares; 2025Q4: 28,180 shares; 2026Q1: 28,180 shares; 2026Q2: 26,783 shares 26,783 $947K 0.05% -1,397 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,159 shares; 2024Q4: 4,954 shares; 2025Q1: 4,954 shares; 2025Q2: 4,957 shares; 2025Q3: 8,977 shares; 2025Q4: 9,017 shares; 2026Q1: 8,709 shares; 2026Q2: 8,739 shares 8,739 $930K 0.05% +30 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,672 shares; 2025Q1: 22,221 shares; 2025Q2: 13,243 shares; 2025Q3: 13,243 shares; 2025Q4: 13,243 shares; 2026Q1: 13,166 shares; 2026Q2: 13,166 shares 13,166 $920K 0.05% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,952 shares; 2024Q4: 10,010 shares; 2025Q1: 10,431 shares; 2025Q2: 10,846 shares; 2025Q3: 10,874 shares; 2025Q4: 9,936 shares; 2026Q1: 10,156 shares; 2026Q2: 10,244 shares 10,244 $900K 0.05% +88 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,432 shares; 2025Q4: 5,564 shares; 2026Q1: 5,570 shares; 2026Q2: 5,509 shares 5,509 $890K 0.05% -61 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,539 shares; 2026Q1: 2,119 shares; 2026Q2: 1,393 shares 1,393 $890K 0.05% -726 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 833 shares; 2026Q1: 910 shares; 2026Q2: 914 shares 914 $882K 0.05% +4 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,040 shares; 2026Q1: 21,855 shares; 2026Q2: 21,855 shares 21,855 $878K 0.04% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,450 shares; 2025Q3: 14,450 shares; 2025Q4: 14,450 shares; 2026Q1: 14,450 shares; 2026Q2: 14,450 shares 14,450 $857K 0.04% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,414 shares; 2024Q4: 5,414 shares; 2025Q1: 5,909 shares; 2025Q2: 5,861 shares; 2025Q3: 5,954 shares; 2025Q4: 6,000 shares; 2026Q1: 6,009 shares; 2026Q2: 6,221 shares 6,221 $856K 0.04% +212 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,486 shares; 2024Q4: 10,486 shares; 2025Q1: 11,156 shares; 2025Q2: 11,392 shares; 2025Q3: 11,475 shares; 2025Q4: 11,494 shares; 2026Q1: 11,495 shares; 2026Q2: 11,453 shares 11,453 $851K 0.04% -42 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,350 shares; 2025Q1: 9,463 shares; 2025Q2: 9,350 shares; 2025Q3: 9,350 shares; 2025Q4: 9,350 shares; 2026Q1: 9,350 shares; 2026Q2: 9,350 shares 9,350 $832K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,254 shares; 2024Q4: 5,000 shares; 2025Q1: 4,913 shares; 2025Q2: 4,919 shares; 2025Q3: 4,910 shares; 2025Q4: 4,544 shares; 2026Q1: 4,512 shares; 2026Q2: 4,529 shares 4,529 $819K 0.04% +17 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,551 shares; 2024Q4: 13,633 shares; 2025Q1: 14,302 shares; 2025Q2: 14,211 shares; 2025Q3: 14,538 shares; 2025Q4: 14,530 shares; 2026Q1: 14,272 shares; 2026Q2: 14,340 shares 14,340 $817K 0.04% +68 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,950 shares; 2024Q4: 29,931 shares; 2025Q1: 34,259 shares; 2025Q2: 32,740 shares; 2025Q3: 26,143 shares; 2025Q4: 25,158 shares; 2026Q1: 23,643 shares; 2026Q2: 21,364 shares 21,364 $814K 0.04% -2,279 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: 2,351 shares; 2025Q1: 2,441 shares; 2025Q2: 2,619 shares; 2025Q3: 3,105 shares; 2025Q4: 2,996 shares; 2026Q1: 2,995 shares; 2026Q2: 3,006 shares 3,006 $812K 0.04% +11 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,628 shares; 2024Q4: 3,523 shares; 2025Q1: 3,180 shares; 2025Q2: 3,114 shares; 2025Q3: 3,092 shares; 2025Q4: 2,457 shares; 2026Q1: 2,553 shares; 2026Q2: 2,450 shares 2,450 $809K 0.04% -103 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,967 shares; 2024Q4: 12,223 shares; 2025Q1: 49,420 shares; 2025Q2: 44,364 shares; 2025Q3: 44,773 shares; 2025Q4: 43,982 shares; 2026Q1: 6,150 shares; 2026Q2: 5,962 shares 5,962 $807K 0.04% -188 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,626 shares; 2025Q4: 12,083 shares; 2026Q1: 16,065 shares; 2026Q2: 18,443 shares 18,443 $806K 0.04% +2,378 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,890 shares; 2024Q4: 10,890 shares; 2025Q1: 9,668 shares; 2025Q2: 9,675 shares; 2025Q3: 9,697 shares; 2025Q4: 9,807 shares; 2026Q1: 9,809 shares; 2026Q2: 9,833 shares 9,833 $798K 0.04% +24 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,973 shares; 2024Q4: 24,204 shares; 2025Q1: 21,093 shares; 2025Q2: 19,901 shares; 2025Q3: 16,656 shares; 2025Q4: 10,282 shares; 2026Q1: 11,113 shares; 2026Q2: 10,626 shares 10,626 $795K 0.04% -487 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,095 shares; 2025Q1: 9,194 shares; 2025Q2: 9,108 shares; 2025Q3: 9,230 shares; 2025Q4: 9,226 shares; 2026Q1: 9,239 shares; 2026Q2: 9,565 shares 9,565 $792K 0.04% +326 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,204 shares; 2024Q4: 19,004 shares; 2025Q1: 16,675 shares; 2025Q2: 16,689 shares; 2025Q3: 16,407 shares; 2025Q4: 16,331 shares; 2026Q1: 16,286 shares; 2026Q2: 16,398 shares 16,398 $791K 0.04% +112 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 669 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,085 shares; 2025Q4: 1,087 shares; 2026Q1: 1,054 shares; 2026Q2: 977 shares 977 $777K 0.04% -77 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,488 shares; 2024Q4: 10,073 shares; 2025Q1: 9,531 shares; 2025Q2: 9,513 shares; 2025Q3: 8,736 shares; 2025Q4: 8,629 shares; 2026Q1: 8,622 shares; 2026Q2: 8,375 shares 8,375 $760K 0.04% -247 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,989 shares; 2025Q4: 8,771 shares; 2026Q1: 9,848 shares; 2026Q2: 12,385 shares 12,385 $747K 0.04% +2,537 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,728 shares; 2024Q4: 2,110 shares; 2025Q1: 2,187 shares; 2025Q2: 2,201 shares; 2025Q3: 2,232 shares; 2025Q4: 2,052 shares; 2026Q1: 2,209 shares; 2026Q2: 2,194 shares 2,194 $742K 0.04% -15 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,319 shares; 2024Q4: 7,200 shares; 2025Q1: 6,338 shares; 2025Q2: 5,718 shares; 2025Q3: 8,124 shares; 2025Q4: 9,106 shares; 2026Q1: 9,018 shares; 2026Q2: 8,951 shares 8,951 $735K 0.04% -67 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,183 shares; 2025Q1: 1,253 shares; 2025Q2: 1,244 shares; 2025Q3: 2,496 shares; 2025Q4: 2,419 shares; 2026Q1: 2,408 shares; 2026Q2: 2,384 shares 2,384 $716K 0.04% -24 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,393 shares; 2024Q4: 2,711 shares; 2025Q1: 2,630 shares; 2025Q2: 2,610 shares; 2025Q3: 2,678 shares; 2025Q4: 2,401 shares; 2026Q1: 3,347 shares; 2026Q2: 3,344 shares 3,344 $712K 0.04% -3 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,491 shares; 2025Q3: 3,095 shares; 2025Q4: 4,691 shares; 2026Q1: 4,775 shares; 2026Q2: 6,012 shares 6,012 $697K 0.04% +1,237 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,036 shares; 2024Q4: 283,174 shares; 2025Q1: 16,673 shares; 2025Q2: 14,843 shares; 2025Q3: 13,837 shares; 2025Q4: 13,886 shares; 2026Q1: 9,159 shares; 2026Q2: 8,787 shares 8,787 $692K 0.04% -372 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,332 shares; 2024Q4: 11,040 shares; 2025Q1: 10,193 shares; 2025Q2: 27,934 shares; 2025Q3: 26,842 shares; 2025Q4: 25,556 shares; 2026Q1: 21,630 shares; 2026Q2: 17,323 shares 17,323 $689K 0.04% -4,307 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,599 shares; 2024Q4: 3,527 shares; 2025Q1: 3,483 shares; 2025Q2: 3,421 shares; 2025Q3: 3,381 shares; 2025Q4: 3,352 shares; 2026Q1: 15,620 shares; 2026Q2: 2,634 shares 2,634 $687K 0.04% -12,986 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,190 shares; 2024Q4: 10,956 shares; 2025Q1: 11,064 shares; 2025Q2: 10,755 shares; 2025Q3: 10,912 shares; 2025Q4: 11,220 shares; 2026Q1: 10,825 shares; 2026Q2: 11,048 shares 11,048 $687K 0.04% +223 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448,419 shares; 2024Q4: 486,936 shares; 2025Q1: 32,050 shares; 2025Q2: 27,414 shares; 2025Q3: 24,624 shares; 2025Q4: 21,963 shares; 2026Q1: 17,334 shares; 2026Q2: 14,812 shares 14,812 $681K 0.03% -2,522 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019 shares; 2024Q4: 1,019 shares; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 1,261 shares; 2025Q4: 1,331 shares; 2026Q1: 1,368 shares; 2026Q2: 5,472 shares 5,472 $679K 0.03% +4,104 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,278 shares; 2024Q4: 8,058 shares; 2025Q1: 7,857 shares; 2025Q2: 7,574 shares; 2025Q3: 7,502 shares; 2025Q4: 6,847 shares; 2026Q1: 6,001 shares; 2026Q2: 6,005 shares 6,005 $678K 0.03% +4 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,869 shares; 2025Q1: 8,957 shares; 2025Q2: 11,709 shares; 2025Q3: 13,824 shares; 2025Q4: 12,149 shares; 2026Q1: 11,329 shares; 2026Q2: 12,576 shares 12,576 $672K 0.03% +1,247 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,311 shares; 2026Q1: 68,238 shares; 2026Q2: 51,683 shares 51,683 $672K 0.03% -16,555 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,655 shares; 2024Q4: 2,649 shares; 2025Q1: 2,645 shares; 2025Q2: 2,342 shares; 2025Q3: 2,339 shares; 2025Q4: 1,953 shares; 2026Q1: 1,953 shares; 2026Q2: 556 shares 556 $664K 0.03% -1,397 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,792 shares; 2026Q1: 8,836 shares; 2026Q2: 10,113 shares 10,113 $664K 0.03% +1,277 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,128 shares; 2025Q2: 23,482 shares; 2025Q3: 24,426 shares; 2025Q4: 24,870 shares; 2026Q1: 24,775 shares; 2026Q2: 25,473 shares 25,473 $661K 0.03% +698 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,097 shares; 2026Q1: 7,963 shares; 2026Q2: 8,067 shares 8,067 $659K 0.03% +104 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,635 shares; 2024Q4: 5,903 shares; 2025Q1: 5,906 shares; 2025Q2: 6,116 shares; 2025Q3: 8,078 shares; 2025Q4: 5,638 shares; 2026Q1: 5,533 shares; 2026Q2: 5,037 shares 5,037 $658K 0.03% -496 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,274 shares; 2025Q2: 3,272 shares; 2025Q3: 2,883 shares; 2025Q4: 2,278 shares; 2026Q1: 2,045 shares; 2026Q2: 2,067 shares 2,067 $656K 0.03% +22 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,047 shares; 2026Q1: 13,303 shares; 2026Q2: 13,033 shares 13,033 $655K 0.03% -270 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,425 shares; 2024Q4: 7,316 shares; 2025Q1: 7,039 shares; 2025Q2: 6,558 shares; 2025Q3: 6,430 shares; 2025Q4: 12,283 shares; 2026Q1: 11,148 shares; 2026Q2: 12,119 shares 12,119 $644K 0.03% +971 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,176 shares; 2025Q4: 4,449 shares; 2026Q1: 4,300 shares; 2026Q2: 4,172 shares 4,172 $644K 0.03% -128 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,665 shares; 2024Q4: 9,183 shares; 2025Q1: 8,994 shares; 2025Q2: 8,002 shares; 2025Q3: 8,081 shares; 2025Q4: 8,312 shares; 2026Q1: 8,110 shares; 2026Q2: 8,099 shares 8,099 $640K 0.03% -11 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,467 shares; 2025Q1: 3,529 shares; 2025Q2: 3,492 shares; 2025Q3: 3,501 shares; 2025Q4: 3,504 shares; 2026Q1: 3,672 shares; 2026Q2: 3,739 shares 3,739 $635K 0.03% +67 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,161 shares; 2024Q4: 8,161 shares; 2025Q1: 8,161 shares; 2025Q2: 8,129 shares; 2025Q3: 8,129 shares; 2025Q4: 8,129 shares; 2026Q1: 8,136 shares; 2026Q2: 8,136 shares 8,136 $633K 0.03% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,948 shares; 2024Q4: 4,039 shares; 2025Q1: 3,100 shares; 2025Q2: 2,968 shares; 2025Q3: 4,078 shares; 2025Q4: 3,969 shares; 2026Q1: 3,955 shares; 2026Q2: 3,967 shares 3,967 $623K 0.03% +12 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,336 shares; 2024Q4: 416,939 shares; 2025Q1: 17,963 shares; 2025Q2: 17,016 shares; 2025Q3: 15,448 shares; 2025Q4: 15,441 shares; 2026Q1: 12,733 shares; 2026Q2: 12,272 shares 12,272 $618K 0.03% -461 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,524 shares; 2024Q4: 48,679 shares; 2025Q1: 43,405 shares; 2025Q2: 41,380 shares; 2025Q3: 40,691 shares; 2025Q4: 39,174 shares; 2026Q1: 38,567 shares; 2026Q2: 34,569 shares 34,569 $618K 0.03% -3,998 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,581 shares; 2025Q3: 8,255 shares; 2025Q4: 15,592 shares; 2026Q1: 16,831 shares; 2026Q2: 16,925 shares 16,925 $616K 0.03% +94 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,439 shares; 2024Q4: 4,327 shares; 2025Q1: 4,419 shares; 2025Q2: 3,980 shares; 2025Q3: 4,075 shares; 2025Q4: 3,919 shares; 2026Q1: 3,768 shares; 2026Q2: 3,679 shares 3,679 $610K 0.03% -89 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,360 shares; 2024Q4: 17,360 shares; 2025Q1: 17,360 shares; 2025Q2: 17,360 shares; 2025Q3: 17,360 shares; 2025Q4: 17,360 shares; 2026Q1: 17,360 shares; 2026Q2: 17,360 shares 17,360 $601K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,171 shares; 2024Q4: 7,171 shares; 2025Q1: 7,141 shares; 2025Q2: 7,141 shares; 2025Q3: 7,141 shares; 2025Q4: 6,942 shares; 2026Q1: 6,592 shares; 2026Q2: 6,267 shares 6,267 $600K 0.03% -325 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,007 shares; 2024Q4: 10,467 shares; 2025Q1: 10,183 shares; 2025Q2: 10,865 shares; 2025Q3: 12,010 shares; 2025Q4: 11,341 shares; 2026Q1: 11,559 shares; 2026Q2: 11,005 shares 11,005 $592K 0.03% -554 Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,768 shares; 2025Q2: 9,248 shares; 2025Q3: 10,330 shares; 2025Q4: 10,523 shares; 2026Q1: 11,835 shares; 2026Q2: 12,359 shares 12,359 $581K 0.03% +524 Timeline SPCK COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,395 shares 3,395 $580K 0.03% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 974 shares; 2024Q4: 2,174 shares; 2025Q1: 2,194 shares; 2025Q2: 2,244 shares; 2025Q3: 2,284 shares; 2025Q4: 2,375 shares; 2026Q1: 2,363 shares; 2026Q2: 2,324 shares 2,324 $577K 0.03% -39 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,235 shares; 2024Q4: 5,270 shares; 2025Q1: 5,443 shares; 2025Q2: 5,354 shares; 2025Q3: 5,367 shares; 2025Q4: 5,367 shares; 2026Q1: 5,883 shares; 2026Q2: 5,976 shares 5,976 $577K 0.03% +93 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,636 shares; 2024Q4: 14,798 shares; 2025Q1: 26,391 shares; 2025Q2: 25,325 shares; 2025Q3: 25,458 shares; 2025Q4: 23,957 shares; 2026Q1: 23,972 shares; 2026Q2: 23,104 shares 23,104 $575K 0.03% -868 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,102 shares; 2024Q4: 5,102 shares; 2025Q1: 5,087 shares; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 5,090 shares; 2026Q1: 5,080 shares; 2026Q2: 5,080 shares 5,080 $574K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,395 shares; 2024Q4: 3,400 shares; 2025Q1: 3,356 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,165 shares; 2026Q1: 3,090 shares; 2026Q2: 3,090 shares 3,090 $572K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776 shares; 2024Q4: 706 shares; 2025Q1: 708 shares; 2025Q2: 699 shares; 2025Q3: 764 shares; 2025Q4: 736 shares; 2026Q1: 692 shares; 2026Q2: 890 shares 890 $565K 0.03% +198 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,390 shares; 2024Q4: 6,534 shares; 2025Q1: 6,534 shares; 2025Q2: 6,534 shares; 2025Q3: 6,534 shares; 2025Q4: 6,683 shares; 2026Q1: 6,683 shares; 2026Q2: 6,683 shares 6,683 $551K 0.03% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,280 shares; 2024Q4: 24,560 shares; 2025Q1: 24,560 shares; 2025Q2: 20,644 shares; 2025Q3: 20,663 shares; 2025Q4: 20,687 shares; 2026Q1: 20,699 shares; 2026Q2: 20,717 shares 20,717 $535K 0.03% +18 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,201 shares; 2024Q4: 7,654 shares; 2025Q1: 7,675 shares; 2025Q2: 7,634 shares; 2025Q3: 7,661 shares; 2025Q4: 7,407 shares; 2026Q1: 7,423 shares; 2026Q2: 7,354 shares 7,354 $529K 0.03% -69 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,363 shares 2,363 $522K 0.03% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,559 shares; 2024Q4: 20,638 shares; 2025Q1: 19,583 shares; 2025Q2: 16,307 shares; 2025Q3: 14,068 shares; 2025Q4: 11,925 shares; 2026Q1: 11,583 shares; 2026Q2: 11,439 shares 11,439 $521K 0.03% -144 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,670 shares; 2024Q4: 7,106 shares; 2025Q1: 6,688 shares; 2025Q2: 6,688 shares; 2025Q3: 6,689 shares; 2025Q4: 6,689 shares; 2026Q1: 6,680 shares; 2026Q2: 6,680 shares 6,680 $518K 0.03% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,807 shares; 2024Q4: 140,546 shares; 2025Q1: 17,133 shares; 2025Q2: 16,084 shares; 2025Q3: 14,955 shares; 2025Q4: 14,936 shares; 2026Q1: 14,236 shares; 2026Q2: 14,238 shares 14,238 $514K 0.03% +2 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,064 shares; 2025Q3: 8,322 shares; 2025Q4: 9,715 shares; 2026Q1: 9,080 shares; 2026Q2: 10,318 shares 10,318 $514K 0.03% +1,238 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,729 shares; 2025Q1: 4,256 shares; 2025Q2: 3,348 shares; 2025Q3: 3,910 shares; 2025Q4: 4,034 shares; 2026Q1: 4,263 shares; 2026Q2: 4,356 shares 4,356 $508K 0.03% +93 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,982 shares; 2024Q4: 3,978 shares; 2025Q1: 3,859 shares; 2025Q2: 3,872 shares; 2025Q3: 3,872 shares; 2025Q4: 3,872 shares; 2026Q1: 3,872 shares; 2026Q2: 3,859 shares 3,859 $508K 0.03% -13 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,505 shares; 2024Q4: 23,300 shares; 2025Q1: 17,362 shares; 2025Q2: 16,289 shares; 2025Q3: 15,818 shares; 2025Q4: 15,804 shares; 2026Q1: 13,881 shares; 2026Q2: 13,764 shares 13,764 $507K 0.03% -117 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,664 shares; 2024Q4: 11,504 shares; 2025Q1: 11,439 shares; 2025Q2: 9,385 shares; 2025Q3: 9,406 shares; 2025Q4: 8,865 shares; 2026Q1: 8,860 shares; 2026Q2: 8,218 shares 8,218 $496K 0.03% -642 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,697 shares; 2025Q1: 8,801 shares; 2025Q2: 12,751 shares; 2025Q3: 12,787 shares; 2025Q4: 12,951 shares; 2026Q1: 13,161 shares; 2026Q2: 13,182 shares 13,182 $494K 0.03% +21 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,256 shares; 2024Q4: 10,178 shares; 2025Q1: 11,301 shares; 2025Q2: 11,363 shares; 2025Q3: 11,159 shares; 2025Q4: 11,157 shares; 2026Q1: 11,216 shares; 2026Q2: 11,378 shares 11,378 $486K 0.02% +162 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,485 shares; 2026Q1: 3,180 shares; 2026Q2: 3,447 shares 3,447 $483K 0.02% +267 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,535 shares; 2024Q4: 17,438 shares; 2025Q1: 17,246 shares; 2025Q2: 15,091 shares; 2025Q3: 14,539 shares; 2025Q4: 13,036 shares; 2026Q1: 12,744 shares; 2026Q2: 10,569 shares 10,569 $465K 0.02% -2,175 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,624 shares; 2024Q4: 8,265 shares; 2025Q1: 6,307 shares; 2025Q2: 6,102 shares; 2025Q3: 6,110 shares; 2025Q4: 4,984 shares; 2026Q1: 5,363 shares; 2026Q2: 4,854 shares 4,854 $455K 0.02% -509 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,329 shares; 2024Q4: 6,100 shares; 2025Q1: 5,897 shares; 2025Q2: 5,833 shares; 2025Q3: 5,621 shares; 2025Q4: 5,181 shares; 2026Q1: 4,470 shares; 2026Q2: 4,431 shares 4,431 $453K 0.02% -39 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,549 shares; 2024Q4: 7,575 shares; 2025Q1: 7,440 shares; 2025Q2: 6,610 shares; 2025Q3: 6,460 shares; 2025Q4: 7,086 shares; 2026Q1: 6,947 shares; 2026Q2: 6,032 shares 6,032 $452K 0.02% -915 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,124 shares; 2024Q4: 3,166 shares; 2025Q1: 3,136 shares; 2025Q2: 3,129 shares; 2025Q3: 2,793 shares; 2025Q4: 2,777 shares; 2026Q1: 2,773 shares; 2026Q2: 2,763 shares 2,763 $452K 0.02% -10 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: 1,615 shares; 2025Q1: 1,548 shares; 2025Q2: 1,558 shares; 2025Q3: 1,419 shares; 2025Q4: 1,420 shares; 2026Q1: 1,421 shares; 2026Q2: 5,600 shares 5,600 $451K 0.02% +4,179 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,010 shares; 2024Q4: 4,552 shares; 2025Q1: 3,949 shares; 2025Q2: 3,949 shares; 2025Q3: 3,951 shares; 2025Q4: 3,951 shares; 2026Q1: 3,953 shares; 2026Q2: 3,956 shares 3,956 $450K 0.02% +3 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,591 shares; 2025Q1: 2,980 shares; 2025Q2: 2,754 shares; 2025Q3: 2,829 shares; 2025Q4: 2,810 shares; 2026Q1: 2,559 shares; 2026Q2: 2,364 shares 2,364 $450K 0.02% -195 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,105 shares; 2024Q4: 5,244 shares; 2025Q1: 5,242 shares; 2025Q2: 5,266 shares; 2025Q3: 5,266 shares; 2025Q4: 5,237 shares; 2026Q1: 5,027 shares; 2026Q2: 6,450 shares 6,450 $440K 0.02% +1,423 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,137 shares; 2024Q4: 19,496 shares; 2025Q1: 21,068 shares; 2025Q2: 16,815 shares; 2025Q3: 16,652 shares; 2025Q4: 16,652 shares; 2026Q1: 16,652 shares; 2026Q2: 12,663 shares 12,663 $438K 0.02% -3,989 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,974 shares; 2024Q4: 4,416 shares; 2025Q1: 4,213 shares; 2025Q2: 4,195 shares; 2025Q3: 4,987 shares; 2025Q4: 5,425 shares; 2026Q1: 5,264 shares; 2026Q2: 4,013 shares 4,013 $438K 0.02% -1,251 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 864 shares; 2025Q1: 959 shares; 2025Q2: 931 shares; 2025Q3: 1,016 shares; 2025Q4: 966 shares; 2026Q1: 834 shares; 2026Q2: 846 shares 846 $436K 0.02% +12 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,772 shares; 2026Q1: 4,828 shares; 2026Q2: 4,829 shares 4,829 $435K 0.02% +1 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 3,708 shares; 2026Q1: 3,710 shares; 2026Q2: 3,710 shares 3,710 $435K 0.02% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,119 shares; 2025Q4: 1,607 shares; 2026Q1: 1,602 shares; 2026Q2: 1,600 shares 1,600 $431K 0.02% -2 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,924 shares; 2024Q4: 7,924 shares; 2025Q1: 7,924 shares; 2025Q2: 7,924 shares; 2025Q3: 7,924 shares; 2025Q4: 7,924 shares; 2026Q1: 8,624 shares; 2026Q2: 8,624 shares 8,624 $427K 0.02% 0 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; 2024Q3: 15,635 shares; 2024Q4: 12,323 shares; 2025Q1: 10,438 shares; 2025Q2: 9,347 shares; 2025Q3: 9,347 shares; 2025Q4: 8,991 shares; 2026Q1: 8,991 shares; 2026Q2: 8,937 shares 8,937 $425K 0.02% -54 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319 shares; 2024Q4: 442 shares; 2025Q1: 347 shares; 2025Q2: 339 shares; 2025Q3: 338 shares; 2025Q4: 339 shares; 2026Q1: 330 shares; 2026Q2: 308 shares 308 $419K 0.02% -22 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,760 shares; 2024Q4: 10,852 shares; 2025Q1: 10,869 shares; 2025Q2: 10,845 shares; 2025Q3: 10,888 shares; 2025Q4: 10,992 shares; 2026Q1: 10,217 shares; 2026Q2: 10,278 shares 10,278 $417K 0.02% +61 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,479 shares 3,479 $406K 0.02% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,443 shares; 2024Q4: not reported; 2025Q1: 3,526 shares; 2025Q2: 3,526 shares; 2025Q3: 3,526 shares; 2025Q4: 3,526 shares; 2026Q1: 3,316 shares; 2026Q2: 3,341 shares 3,341 $406K 0.02% +25 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 236 shares; 2025Q1: 323 shares; 2025Q2: 343 shares; 2025Q3: 354 shares; 2025Q4: 400 shares; 2026Q1: 377 shares; 2026Q2: 418 shares 418 $402K 0.02% +41 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,065 shares; 2024Q4: 3,027 shares; 2025Q1: 2,976 shares; 2025Q2: 2,939 shares; 2025Q3: 2,443 shares; 2025Q4: 2,628 shares; 2026Q1: 2,626 shares; 2026Q2: 2,640 shares 2,640 $402K 0.02% +14 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 832 shares; 2026Q1: 1,349 shares; 2026Q2: 2,432 shares 2,432 $401K 0.02% +1,083 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,289 shares; 2026Q1: 4,289 shares; 2026Q2: 7,903 shares 7,903 $401K 0.02% +3,614 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,343 shares; 2025Q1: 1,317 shares; 2025Q2: 1,215 shares; 2025Q3: 1,200 shares; 2025Q4: 1,201 shares; 2026Q1: 1,597 shares; 2026Q2: 1,651 shares 1,651 $401K 0.02% +54 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,181 shares; 2024Q4: 11,192 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,863 shares 8,863 $400K 0.02% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,302 shares; 2025Q3: 8,097 shares; 2025Q4: 8,331 shares; 2026Q1: 10,855 shares; 2026Q2: 8,289 shares 8,289 $399K 0.02% -2,566 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,162 shares; 2024Q4: 10,763 shares; 2025Q1: 10,309 shares; 2025Q2: 10,856 shares; 2025Q3: 10,493 shares; 2025Q4: 11,379 shares; 2026Q1: 10,109 shares; 2026Q2: 9,398 shares 9,398 $398K 0.02% -711 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,403 shares; 2024Q4: 4,468 shares; 2025Q1: 4,343 shares; 2025Q2: 3,981 shares; 2025Q3: 4,164 shares; 2025Q4: 4,079 shares; 2026Q1: 4,289 shares; 2026Q2: 4,138 shares 4,138 $391K 0.02% -151 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,157 shares; 2026Q2: 10,831 shares 10,831 $390K 0.02% +3,674 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,874 shares; 2026Q1: 2,850 shares; 2026Q2: 3,801 shares 3,801 $388K 0.02% +951 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,210 shares; 2024Q4: 11,716 shares; 2025Q1: 12,415 shares; 2025Q2: 12,509 shares; 2025Q3: 12,859 shares; 2025Q4: 12,950 shares; 2026Q1: 12,900 shares; 2026Q2: 13,198 shares 13,198 $382K 0.02% +298 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 805 shares; 2026Q2: 786 shares 786 $380K 0.02% -19 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares; 2026Q2: 23,000 shares 23,000 $380K 0.02% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,252 shares; 2024Q4: 6,252 shares; 2025Q1: 7,501 shares; 2025Q2: 7,501 shares; 2025Q3: 7,708 shares; 2025Q4: 7,584 shares; 2026Q1: 7,470 shares; 2026Q2: 7,193 shares 7,193 $379K 0.02% -277 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,060 shares 1,060 $376K 0.02% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,630 shares; 2025Q4: 3,634 shares; 2026Q1: 3,881 shares; 2026Q2: 3,662 shares 3,662 $375K 0.02% -219 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,020 shares 7,020 $374K 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,023 shares; 2024Q4: 39,916 shares; 2025Q1: 3,122 shares; 2025Q2: 2,592 shares; 2025Q3: 2,451 shares; 2025Q4: 2,288 shares; 2026Q1: 2,209 shares; 2026Q2: 2,211 shares 2,211 $374K 0.02% +2 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,051 shares; 2025Q1: 13,417 shares; 2025Q2: 7,775 shares; 2025Q3: 7,413 shares; 2025Q4: 7,295 shares; 2026Q1: 7,519 shares; 2026Q2: 7,522 shares 7,522 $371K 0.02% +3 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,609 shares; 2025Q4: 20,037 shares; 2026Q1: 19,932 shares; 2026Q2: 19,989 shares 19,989 $368K 0.02% +57 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551 shares; 2024Q4: 591 shares; 2025Q1: 603 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 493 shares; 2026Q1: 494 shares; 2026Q2: 487 shares 487 $368K 0.02% -7 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,080 shares; 2024Q4: 15,305 shares; 2025Q1: 15,875 shares; 2025Q2: 16,543 shares; 2025Q3: 19,304 shares; 2025Q4: 20,124 shares; 2026Q1: 19,119 shares; 2026Q2: 19,791 shares 19,791 $367K 0.02% +672 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,014 shares; 2025Q1: not reported; 2025Q2: 2,938 shares; 2025Q3: 2,918 shares; 2025Q4: 2,799 shares; 2026Q1: 2,701 shares; 2026Q2: 2,654 shares 2,654 $362K 0.02% -47 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; 2024Q3: 2,387 shares; 2024Q4: 2,398 shares; 2025Q1: 2,356 shares; 2025Q2: 2,209 shares; 2025Q3: 2,198 shares; 2025Q4: 2,139 shares; 2026Q1: 2,088 shares; 2026Q2: 2,032 shares 2,032 $354K 0.02% -56 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,360 shares; 2026Q1: 6,297 shares; 2026Q2: 5,773 shares 5,773 $351K 0.02% -524 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,032 shares; 2025Q1: 1,031 shares; 2025Q2: 1,022 shares; 2025Q3: 1,018 shares; 2025Q4: 1,305 shares; 2026Q1: 1,299 shares; 2026Q2: 1,294 shares 1,294 $350K 0.02% -5 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,114 shares; 2024Q4: 5,096 shares; 2025Q1: 4,258 shares; 2025Q2: 4,193 shares; 2025Q3: 4,143 shares; 2025Q4: 4,085 shares; 2026Q1: 4,040 shares; 2026Q2: 3,793 shares 3,793 $348K 0.02% -247 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,084 shares; 2024Q4: 6,645 shares; 2025Q1: not reported; 2025Q2: 4,611 shares; 2025Q3: 4,974 shares; 2025Q4: 6,115 shares; 2026Q1: 6,129 shares; 2026Q2: 5,889 shares 5,889 $347K 0.02% -240 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,360 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,659 shares; 2026Q1: 18,659 shares; 2026Q2: 18,659 shares 18,659 $347K 0.02% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 717 shares 717 $346K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,313 shares; 2024Q4: 5,909 shares; 2025Q1: 5,251 shares; 2025Q2: 4,999 shares; 2025Q3: 5,060 shares; 2025Q4: 4,901 shares; 2026Q1: 4,025 shares; 2026Q2: 3,596 shares 3,596 $346K 0.02% -429 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,819 shares; 2024Q4: 17,819 shares; 2025Q1: 17,819 shares; 2025Q2: 17,819 shares; 2025Q3: 17,120 shares; 2025Q4: 17,120 shares; 2026Q1: 17,120 shares; 2026Q2: 11,381 shares 11,381 $343K 0.02% -5,739 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,989 shares; 2024Q4: 7,327 shares; 2025Q1: 7,766 shares; 2025Q2: 7,265 shares; 2025Q3: 7,235 shares; 2025Q4: 7,124 shares; 2026Q1: 6,975 shares; 2026Q2: 6,980 shares 6,980 $338K 0.02% +5 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,100 shares; 2026Q1: 9,100 shares; 2026Q2: 9,100 shares 9,100 $334K 0.02% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,375 shares; 2026Q1: 2,324 shares; 2026Q2: 1,843 shares 1,843 $334K 0.02% -481 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 1,466 shares; 2025Q1: 1,173 shares; 2025Q2: 1,161 shares; 2025Q3: 1,229 shares; 2025Q4: 1,220 shares; 2026Q1: 1,147 shares; 2026Q2: 1,111 shares 1,111 $331K 0.02% -36 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,338 shares; 2024Q4: 93,176 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,927 shares; 2025Q4: 1,954 shares; 2026Q1: 1,867 shares; 2026Q2: 1,877 shares 1,877 $331K 0.02% +10 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,979 shares; 2024Q4: 24,313 shares; 2025Q1: 14,892 shares; 2025Q2: 13,131 shares; 2025Q3: 12,654 shares; 2025Q4: 10,688 shares; 2026Q1: 9,707 shares; 2026Q2: 9,451 shares 9,451 $331K 0.02% -256 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,132 shares; 2025Q1: 7,093 shares; 2025Q2: 7,114 shares; 2025Q3: 7,064 shares; 2025Q4: 7,048 shares; 2026Q1: 7,049 shares; 2026Q2: 7,064 shares 7,064 $329K 0.02% +15 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,682 shares; 2025Q2: 1,534 shares; 2025Q3: 1,586 shares; 2025Q4: 1,592 shares; 2026Q1: 1,720 shares; 2026Q2: 1,734 shares 1,734 $329K 0.02% +14 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,190 shares; 2024Q4: 22,791 shares; 2025Q1: 12,810 shares; 2025Q2: 12,797 shares; 2025Q3: 12,386 shares; 2025Q4: 10,639 shares; 2026Q1: 9,979 shares; 2026Q2: 9,922 shares 9,922 $327K 0.02% -57 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,441 shares; 2024Q4: 4,440 shares; 2025Q1: 5,275 shares; 2025Q2: 5,251 shares; 2025Q3: 5,402 shares; 2025Q4: 5,421 shares; 2026Q1: 5,229 shares; 2026Q2: 5,270 shares 5,270 $327K 0.02% +41 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,108 shares; 2025Q2: 8,827 shares; 2025Q3: 9,182 shares; 2025Q4: 9,182 shares; 2026Q1: 10,148 shares; 2026Q2: 14,298 shares 14,298 $326K 0.02% +4,150 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,840 shares; 2024Q4: 4,340 shares; 2025Q1: 4,443 shares; 2025Q2: 3,908 shares; 2025Q3: 5,305 shares; 2025Q4: 5,225 shares; 2026Q1: 5,161 shares; 2026Q2: 5,244 shares 5,244 $322K 0.02% +83 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,494 shares; 2024Q4: 66,321 shares; 2025Q1: 67,353 shares; 2025Q2: 67,955 shares; 2025Q3: 67,953 shares; 2025Q4: 67,688 shares; 2026Q1: 3,128 shares; 2026Q2: 2,836 shares 2,836 $321K 0.02% -292 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,874 shares; 2024Q4: 7,874 shares; 2025Q1: 7,874 shares; 2025Q2: 7,874 shares; 2025Q3: 7,874 shares; 2025Q4: 7,874 shares; 2026Q1: 7,874 shares; 2026Q2: 7,874 shares 7,874 $320K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,196 shares; 2024Q4: 3,767 shares; 2025Q1: 3,785 shares; 2025Q2: 3,788 shares; 2025Q3: 3,791 shares; 2025Q4: 2,949 shares; 2026Q1: 2,966 shares; 2026Q2: 2,968 shares 2,968 $319K 0.02% +2 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,675 shares; 2024Q4: 3,326 shares; 2025Q1: 3,276 shares; 2025Q2: 3,277 shares; 2025Q3: 3,277 shares; 2025Q4: 3,278 shares; 2026Q1: 2,979 shares; 2026Q2: 2,934 shares 2,934 $316K 0.02% -45 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,768 shares; 2025Q2: 7,770 shares; 2025Q3: 7,681 shares; 2025Q4: 8,500 shares; 2026Q1: 8,111 shares; 2026Q2: 8,111 shares 8,111 $315K 0.02% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,302 shares; 2025Q2: 7,654 shares; 2025Q3: 7,293 shares; 2025Q4: 7,429 shares; 2026Q1: 7,429 shares; 2026Q2: 7,429 shares 7,429 $314K 0.02% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,197 shares; 2024Q4: 131,600 shares; 2025Q1: 7,893 shares; 2025Q2: 5,377 shares; 2025Q3: 4,679 shares; 2025Q4: 3,753 shares; 2026Q1: 3,436 shares; 2026Q2: 3,627 shares 3,627 $313K 0.02% +191 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,924 shares; 2025Q4: 10,337 shares; 2026Q1: 10,298 shares; 2026Q2: 7,893 shares 7,893 $313K 0.02% -2,405 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,739 shares; 2024Q4: 6,008 shares; 2025Q1: 5,199 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,141 shares; 2026Q1: 4,141 shares; 2026Q2: 4,100 shares 4,100 $312K 0.02% -41 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,104 shares; 2024Q4: 1,176 shares; 2025Q1: 1,181 shares; 2025Q2: 1,155 shares; 2025Q3: 1,159 shares; 2025Q4: 1,168 shares; 2026Q1: 1,162 shares; 2026Q2: 1,042 shares 1,042 $312K 0.02% -120 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,744 shares; 2025Q2: 5,768 shares; 2025Q3: 5,801 shares; 2025Q4: 5,724 shares; 2026Q1: 5,650 shares; 2026Q2: 5,681 shares 5,681 $308K 0.02% +31 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,387 shares; 2025Q4: 1,390 shares; 2026Q1: 1,392 shares; 2026Q2: 1,399 shares 1,399 $307K 0.02% +7 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; 2024Q3: 1,357 shares; 2024Q4: 1,180 shares; 2025Q1: 1,275 shares; 2025Q2: 1,276 shares; 2025Q3: 1,300 shares; 2025Q4: 1,440 shares; 2026Q1: 1,260 shares; 2026Q2: 1,262 shares 1,262 $302K 0.02% +2 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,603 shares; 2026Q1: 2,622 shares; 2026Q2: 3,888 shares 3,888 $293K 0.01% +1,266 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,305 shares; 2026Q2: 3,405 shares 3,405 $292K 0.01% +100 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,642 shares; 2024Q4: 1,576 shares; 2025Q1: 1,427 shares; 2025Q2: 1,397 shares; 2025Q3: 1,316 shares; 2025Q4: 1,242 shares; 2026Q1: 1,068 shares; 2026Q2: 914 shares 914 $291K 0.01% -154 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,501 shares; 2026Q1: 1,170 shares; 2026Q2: 1,264 shares 1,264 $287K 0.01% +94 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; 2024Q3: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,396 shares; 2025Q2: 1,351 shares; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares; 2026Q1: 1,358 shares; 2026Q2: 1,155 shares 1,155 $284K 0.01% -203 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,183 shares; 2024Q4: 4,034 shares; 2025Q1: 4,116 shares; 2025Q2: 3,828 shares; 2025Q3: 3,579 shares; 2025Q4: 3,583 shares; 2026Q1: 3,585 shares; 2026Q2: 3,588 shares 3,588 $280K 0.01% +3 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,803 shares; 2024Q4: 10,246 shares; 2025Q1: 11,076 shares; 2025Q2: 12,691 shares; 2025Q3: 13,244 shares; 2025Q4: 10,629 shares; 2026Q1: 11,042 shares; 2026Q2: 11,155 shares 11,155 $279K 0.01% +113 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,773 shares; 2025Q1: 3,776 shares; 2025Q2: 3,779 shares; 2025Q3: 3,518 shares; 2025Q4: 3,519 shares; 2026Q1: 3,518 shares; 2026Q2: 3,566 shares 3,566 $276K 0.01% +48 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,107 shares; 2024Q4: 17,987 shares; 2025Q1: 18,040 shares; 2025Q2: 18,379 shares; 2025Q3: 18,211 shares; 2025Q4: 16,818 shares; 2026Q1: 14,282 shares; 2026Q2: 5,598 shares 5,598 $275K 0.01% -8,684 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,296 shares; 2025Q2: 3,443 shares; 2025Q3: 3,616 shares; 2025Q4: 3,443 shares; 2026Q1: 3,443 shares; 2026Q2: 3,550 shares 3,550 $274K 0.01% +107 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,795 shares; 2024Q4: 3,274 shares; 2025Q1: 3,080 shares; 2025Q2: 3,068 shares; 2025Q3: 3,028 shares; 2025Q4: 3,041 shares; 2026Q1: 2,997 shares; 2026Q2: 3,010 shares 3,010 $272K 0.01% +13 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,063 shares 1,063 $272K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,056 shares; 2024Q4: 4,057 shares; 2025Q1: 4,057 shares; 2025Q2: 4,058 shares; 2025Q3: 4,058 shares; 2025Q4: 4,059 shares; 2026Q1: 4,059 shares; 2026Q2: 3,041 shares 3,041 $269K 0.01% -1,018 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,076 shares; 2025Q1: 2,821 shares; 2025Q2: 2,419 shares; 2025Q3: 2,420 shares; 2025Q4: 2,372 shares; 2026Q1: 2,200 shares; 2026Q2: 2,154 shares 2,154 $269K 0.01% -46 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,618 shares; 2024Q4: 2,703 shares; 2025Q1: 2,836 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 3,197 shares; 2026Q1: 3,210 shares; 2026Q2: 3,239 shares 3,239 $268K 0.01% +29 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,985 shares; 2025Q4: 4,381 shares; 2026Q1: 4,205 shares; 2026Q2: 5,032 shares 5,032 $267K 0.01% +827 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 892 shares 892 $266K 0.01% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares; 2026Q2: 5,022 shares 5,022 $263K 0.01% +522 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 82 shares 82 $262K 0.01% +1 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,520 shares; 2024Q4: 4,194 shares; 2025Q1: 4,194 shares; 2025Q2: 4,194 shares; 2025Q3: 4,449 shares; 2025Q4: 4,449 shares; 2026Q1: 4,449 shares; 2026Q2: 4,501 shares 4,501 $262K 0.01% +52 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,105 shares; 2024Q4: 4,519 shares; 2025Q1: 4,520 shares; 2025Q2: 4,521 shares; 2025Q3: 4,624 shares; 2025Q4: 4,625 shares; 2026Q1: 4,626 shares; 2026Q2: 4,626 shares 4,626 $261K 0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,159 shares; 2024Q4: 3,121 shares; 2025Q1: 3,359 shares; 2025Q2: 2,766 shares; 2025Q3: 2,832 shares; 2025Q4: 2,264 shares; 2026Q1: 2,281 shares; 2026Q2: 2,758 shares 2,758 $261K 0.01% +477 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,966 shares; 2024Q4: 6,966 shares; 2025Q1: 5,436 shares; 2025Q2: 5,436 shares; 2025Q3: 4,963 shares; 2025Q4: 4,963 shares; 2026Q1: 3,835 shares; 2026Q2: 3,835 shares 3,835 $260K 0.01% 0 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,233 shares; 2025Q4: 5,404 shares; 2026Q1: 5,404 shares; 2026Q2: 5,404 shares 5,404 $258K 0.01% 0 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; 2024Q3: 3,188 shares; 2024Q4: 2,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,309 shares; 2026Q1: 2,360 shares; 2026Q2: 2,368 shares 2,368 $258K 0.01% +8 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,493 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,469 shares; 2025Q4: 1,433 shares; 2026Q1: 1,569 shares; 2026Q2: 1,632 shares 1,632 $255K 0.01% +63 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,514 shares; 2025Q3: 1,511 shares; 2025Q4: 1,515 shares; 2026Q1: 1,285 shares; 2026Q2: 1,270 shares 1,270 $255K 0.01% -15 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,267 shares; 2024Q4: 2,245 shares; 2025Q1: 2,273 shares; 2025Q2: 2,141 shares; 2025Q3: 1,997 shares; 2025Q4: 1,967 shares; 2026Q1: 1,739 shares; 2026Q2: 1,619 shares 1,619 $254K 0.01% -120 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 486 shares; 2026Q1: 499 shares; 2026Q2: 496 shares 496 $253K 0.01% -3 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,121 shares; 2024Q4: 5,134 shares; 2025Q1: not reported; 2025Q2: 4,038 shares; 2025Q3: 4,068 shares; 2025Q4: 4,090 shares; 2026Q1: 3,878 shares; 2026Q2: 3,904 shares 3,904 $253K 0.01% +26 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,502 shares 4,502 $251K 0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,959 shares; 2024Q4: 3,845 shares; 2025Q1: 3,783 shares; 2025Q2: 3,786 shares; 2025Q3: 3,847 shares; 2025Q4: 3,998 shares; 2026Q1: 2,735 shares; 2026Q2: 2,720 shares 2,720 $251K 0.01% -15 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,388 shares; 2025Q1: 5,009 shares; 2025Q2: 4,542 shares; 2025Q3: 4,278 shares; 2025Q4: 4,278 shares; 2026Q1: 4,278 shares; 2026Q2: 4,278 shares 4,278 $251K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,582 shares; 2025Q4: 6,582 shares; 2026Q1: 6,587 shares; 2026Q2: 6,688 shares 6,688 $246K 0.01% +101 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,163 shares; 2024Q4: 2,037 shares; 2025Q1: 2,056 shares; 2025Q2: 1,931 shares; 2025Q3: 1,941 shares; 2025Q4: 2,106 shares; 2026Q1: 2,124 shares; 2026Q2: 2,086 shares 2,086 $245K 0.01% -38 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053 shares; 2024Q4: 1,071 shares; 2025Q1: 1,040 shares; 2025Q2: 1,023 shares; 2025Q3: 1,125 shares; 2025Q4: 1,165 shares; 2026Q1: 1,086 shares; 2026Q2: 1,112 shares 1,112 $245K 0.01% +26 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,236 shares; 2026Q2: 1,237 shares 1,237 $244K 0.01% +1 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,581 shares; 2025Q4: 2,470 shares; 2026Q1: 2,277 shares; 2026Q2: 2,266 shares 2,266 $244K 0.01% -11 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,528 shares; 2025Q1: 1,532 shares; 2025Q2: 1,484 shares; 2025Q3: 1,460 shares; 2025Q4: 1,493 shares; 2026Q1: 1,482 shares; 2026Q2: 1,090 shares 1,090 $243K 0.01% -392 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 997 shares; 2026Q1: 997 shares; 2026Q2: 1,000 shares 1,000 $242K 0.01% +3 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,610 shares; 2024Q4: 3,489 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,923 shares; 2025Q4: 3,858 shares; 2026Q1: 3,918 shares; 2026Q2: 3,183 shares 3,183 $241K 0.01% -735 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 121 shares 121 $241K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,944 shares; 2024Q4: 21,993 shares; 2025Q1: 21,860 shares; 2025Q2: 16,274 shares; 2025Q3: 15,758 shares; 2025Q4: 25,982 shares; 2026Q1: 26,968 shares; 2026Q2: 17,075 shares 17,075 $237K 0.01% -9,893 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,057 shares; 2026Q2: 928 shares 928 $237K 0.01% -129 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,928 shares; 2025Q4: 4,928 shares; 2026Q1: 4,928 shares; 2026Q2: 4,928 shares 4,928 $235K 0.01% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 3,562 shares; 2025Q2: 2,782 shares; 2025Q3: 2,783 shares; 2025Q4: 2,785 shares; 2026Q1: 2,785 shares; 2026Q2: 2,788 shares 2,788 $234K 0.01% +3 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,573 shares; 2024Q4: 3,551 shares; 2025Q1: 3,521 shares; 2025Q2: 3,436 shares; 2025Q3: 3,226 shares; 2025Q4: not reported; 2026Q1: 850 shares; 2026Q2: 854 shares 854 $232K 0.01% +4 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,168 shares; 2026Q2: 4,848 shares 4,848 $230K 0.01% -320 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,605 shares; 2024Q4: 19,603 shares; 2025Q1: 16,678 shares; 2025Q2: 14,888 shares; 2025Q3: 14,665 shares; 2025Q4: 11,483 shares; 2026Q1: 10,548 shares; 2026Q2: 9,471 shares 9,471 $228K 0.01% -1,077 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,032 shares; 2024Q4: 6,667 shares; 2025Q1: 6,433 shares; 2025Q2: 6,487 shares; 2025Q3: 6,487 shares; 2025Q4: 6,487 shares; 2026Q1: 5,721 shares; 2026Q2: 4,993 shares 4,993 $228K 0.01% -728 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,938 shares; 2024Q4: 3,706 shares; 2025Q1: not reported; 2025Q2: 3,031 shares; 2025Q3: 2,781 shares; 2025Q4: 2,783 shares; 2026Q1: 2,764 shares; 2026Q2: 2,769 shares 2,769 $228K 0.01% +5 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,451 shares; 2024Q4: 55,694 shares; 2025Q1: 3,077 shares; 2025Q2: 2,488 shares; 2025Q3: 2,288 shares; 2025Q4: 2,282 shares; 2026Q1: 2,079 shares; 2026Q2: 2,049 shares 2,049 $227K 0.01% -30 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; 2024Q3: 1,694 shares; 2024Q4: 1,625 shares; 2025Q1: 1,598 shares; 2025Q2: 1,648 shares; 2025Q3: 1,567 shares; 2025Q4: 1,554 shares; 2026Q1: 1,543 shares; 2026Q2: 1,547 shares 1,547 $226K 0.01% +4 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 74 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 51 shares; 2026Q2: 1,261 shares 1,261 $225K 0.01% +1,210 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 742 shares 742 $225K 0.01% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 874 shares; 2024Q4: 810 shares; 2025Q1: 785 shares; 2025Q2: 718 shares; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 749 shares; 2026Q2: 797 shares 797 $225K 0.01% +48 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,678 shares; 2024Q4: 7,129 shares; 2025Q1: 7,928 shares; 2025Q2: 6,911 shares; 2025Q3: 6,344 shares; 2025Q4: 5,922 shares; 2026Q1: 5,340 shares; 2026Q2: 4,616 shares 4,616 $224K 0.01% -724 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,784 shares; 2026Q1: not reported; 2026Q2: 3,797 shares 3,797 $224K 0.01% new Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,863 shares; 2026Q2: 7,863 shares 7,863 $223K 0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,273 shares 4,273 $222K 0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,420 shares 11,420 $221K 0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,495 shares; 2026Q2: 6,034 shares 6,034 $219K 0.01% -1,461 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: 2,055 shares; 2026Q1: 2,073 shares; 2026Q2: 2,104 shares 2,104 $219K 0.01% +31 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,524 shares; 2024Q4: 104,022 shares; 2025Q1: 7,730 shares; 2025Q2: 6,437 shares; 2025Q3: 5,265 shares; 2025Q4: 4,210 shares; 2026Q1: 4,029 shares; 2026Q2: 3,784 shares 3,784 $218K 0.01% -245 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,917 shares; 2025Q1: 3,897 shares; 2025Q2: 3,858 shares; 2025Q3: 3,754 shares; 2025Q4: 3,730 shares; 2026Q1: 3,731 shares; 2026Q2: 3,764 shares 3,764 $218K 0.01% +33 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,082 shares; 2025Q1: 17,082 shares; 2025Q2: 16,292 shares; 2025Q3: 14,343 shares; 2025Q4: 14,343 shares; 2026Q1: 9,495 shares; 2026Q2: 9,495 shares 9,495 $217K 0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,659 shares; 2024Q4: 1,659 shares; 2025Q1: 1,659 shares; 2025Q2: 1,657 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 749 shares 749 $217K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 850 shares 850 $216K 0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 414 shares 414 $216K 0.01% new Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,946 shares; 2025Q2: 11,812 shares; 2025Q3: 11,784 shares; 2025Q4: 10,667 shares; 2026Q1: 10,667 shares; 2026Q2: 7,091 shares 7,091 $216K 0.01% -3,576 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,083 shares 2,083 $215K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,997 shares; 2024Q4: 2,742 shares; 2025Q1: 2,261 shares; 2025Q2: 2,199 shares; 2025Q3: 2,025 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,960 shares 1,960 $215K 0.01% new Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,086 shares 3,086 $214K 0.01% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,773 shares; 2026Q1: 2,719 shares; 2026Q2: 2,219 shares 2,219 $214K 0.01% -500 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 975 shares 975 $211K 0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 869 shares 869 $211K 0.01% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,027 shares; 2024Q4: 8,364 shares; 2025Q1: 8,061 shares; 2025Q2: 8,061 shares; 2025Q3: 8,061 shares; 2025Q4: 8,061 shares; 2026Q1: 8,037 shares; 2026Q2: 7,944 shares 7,944 $211K 0.01% -93 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,947 shares 4,947 $206K 0.01% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,466 shares; 2025Q1: 9,466 shares; 2025Q2: 9,466 shares; 2025Q3: 9,223 shares; 2025Q4: 9,223 shares; 2026Q1: 9,223 shares; 2026Q2: 9,223 shares 9,223 $206K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,440 shares 2,440 $204K 0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,827 shares; 2026Q1: 3,445 shares; 2026Q2: 3,445 shares 3,445 $203K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,999 shares; 2024Q4: 3,227 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,395 shares 2,395 $203K 0.01% new Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,350 shares; 2024Q4: 24,118 shares; 2025Q1: 21,133 shares; 2025Q2: 21,221 shares; 2025Q3: 21,247 shares; 2025Q4: 19,242 shares; 2026Q1: 19,358 shares; 2026Q2: 19,443 shares 19,443 $202K 0.01% +85 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,387 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,804 shares 2,804 $200K 0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,517 shares; 2024Q4: 23,167 shares; 2025Q1: 23,283 shares; 2025Q2: 23,711 shares; 2025Q3: 23,635 shares; 2025Q4: 24,179 shares; 2026Q1: 24,344 shares; 2026Q2: 24,565 shares 24,565 $194K 0.01% +221 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,048 shares; 2024Q4: 11,048 shares; 2025Q1: 11,048 shares; 2025Q2: 11,048 shares; 2025Q3: 11,048 shares; 2025Q4: 11,048 shares; 2026Q1: 11,048 shares; 2026Q2: 11,048 shares 11,048 $192K 0.01% 0 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,037 shares 11,037 $158K 0.01% new Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,023 shares; 2026Q2: 10,099 shares 10,099 $153K 0.01% +76 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,521 shares; 2026Q1: 11,521 shares; 2026Q2: 11,521 shares 11,521 $127K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,632 shares; 2025Q2: 19,632 shares; 2025Q3: 19,632 shares; 2025Q4: 19,547 shares; 2026Q1: 19,547 shares; 2026Q2: 19,821 shares 19,821 $116K 0.01% +274 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,624 shares; 2026Q2: 13,504 shares 13,504 $104K 0.01% +1,880 Timeline LUNG PULMONX CORP More: the full row for PULMONX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,991 shares; 2024Q4: 26,991 shares; 2025Q1: 26,991 shares; 2025Q2: 26,991 shares; 2025Q3: 26,991 shares; 2025Q4: not reported; 2026Q1: 54,000 shares; 2026Q2: 54,000 shares 54,000 $70.2K <0.01% 0 Timeline LXRX LEXICON PHARMACEUTICALS INC More: the full row for LEXICON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,929 shares; 2024Q4: 10,929 shares; 2025Q1: 10,929 shares; 2025Q2: 10,929 shares; 2025Q3: 10,929 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $24K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $19.5K <0.01% 0 Timeline