IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,497,557 shares; 2025Q1: 5,266,389 shares; 2025Q2: 5,592,724 shares; 2025Q3: 5,952,613 shares; 2025Q4: 6,121,155 shares; 2026Q1: 6,475,952 shares; 2026Q2: 7,239,129 shares; 2026Q3: 7,771,223 shares 7,771,223 $694M 7.3% +532,094 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,681,868 shares; 2025Q1: 3,782,324 shares; 2025Q2: 3,935,906 shares; 2025Q3: 3,958,928 shares; 2025Q4: 3,903,984 shares; 2026Q1: 3,872,493 shares; 2026Q2: 4,090,776 shares; 2026Q3: 4,111,774 shares 4,111,774 $684M 7.19% +20,998 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,200,958 shares; 2025Q1: 2,333,555 shares; 2025Q2: 2,660,950 shares; 2025Q3: 2,737,919 shares; 2025Q4: 2,701,754 shares; 2026Q1: 2,694,660 shares; 2026Q2: 2,709,961 shares; 2026Q3: 2,894,963 shares 2,894,963 $643M 6.77% +185,002 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,368,643 shares; 2025Q1: 8,003,625 shares; 2025Q2: 8,222,747 shares; 2025Q3: 7,993,987 shares; 2025Q4: 7,991,472 shares; 2026Q1: 7,820,150 shares; 2026Q2: 7,850,198 shares; 2026Q3: 7,602,679 shares 7,602,679 $551M 5.8% -247,519 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,241,406 shares; 2025Q1: 7,240,026 shares; 2025Q2: 6,996,027 shares; 2025Q3: 6,818,292 shares; 2025Q4: 6,330,540 shares; 2026Q1: 6,127,905 shares; 2026Q2: 5,977,443 shares; 2026Q3: 6,435,448 shares 6,435,448 $548M 5.76% +458,005 Timeline VBND ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,689,532 shares; 2025Q1: 9,889,011 shares; 2025Q2: 9,916,733 shares; 2025Q3: 10,293,782 shares; 2025Q4: 10,649,856 shares; 2026Q1: 10,926,590 shares; 2026Q2: 10,887,154 shares; 2026Q3: 11,179,678 shares 11,179,678 $464M 4.89% +292,524 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,654,639 shares; 2025Q1: 4,781,288 shares; 2025Q2: 4,856,346 shares; 2025Q3: 4,993,796 shares; 2025Q4: 4,438,008 shares; 2026Q1: 4,275,724 shares; 2026Q2: 4,235,766 shares; 2026Q3: 4,206,809 shares 4,206,809 $464M 4.88% -28,957 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,988,291 shares; 2025Q1: 4,141,628 shares; 2025Q2: 4,298,078 shares; 2025Q3: 4,288,928 shares; 2025Q4: 4,683,934 shares; 2026Q1: 4,767,446 shares; 2026Q2: 4,811,325 shares; 2026Q3: 4,540,132 shares 4,540,132 $378M 3.98% -271,193 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,554,443 shares; 2025Q1: 5,701,984 shares; 2025Q2: 6,501,658 shares; 2025Q3: 7,048,173 shares; 2025Q4: 6,270,129 shares; 2026Q1: 7,236,263 shares; 2026Q2: 6,536,465 shares; 2026Q3: 6,591,189 shares 6,591,189 $373M 3.93% +54,724 Timeline VIDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,066,166 shares; 2025Q1: 11,077,642 shares; 2025Q2: 10,885,007 shares; 2025Q3: 10,346,991 shares; 2025Q4: 10,084,705 shares; 2026Q1: 9,648,542 shares; 2026Q2: 9,351,801 shares; 2026Q3: 9,312,011 shares 9,312,011 $369M 3.88% -39,790 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,225,308 shares; 2025Q1: 1,202,019 shares; 2025Q2: 1,210,478 shares; 2025Q3: 1,133,565 shares; 2025Q4: 1,242,390 shares; 2026Q1: 1,274,963 shares; 2026Q2: 1,409,680 shares; 2026Q3: 1,116,001 shares 1,116,001 $354M 3.73% -293,679 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,933,528 shares; 2025Q1: 1,885,240 shares; 2025Q2: 1,975,369 shares; 2025Q3: 1,916,000 shares; 2025Q4: 1,870,642 shares; 2026Q1: 1,867,421 shares; 2026Q2: 1,888,418 shares; 2026Q3: 1,803,536 shares 1,803,536 $349M 3.68% -84,882 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,987,079 shares; 2025Q1: 5,056,789 shares; 2025Q2: 4,628,637 shares; 2025Q3: 4,509,738 shares; 2025Q4: 3,744,138 shares; 2026Q1: 3,457,119 shares; 2026Q2: 3,428,812 shares; 2026Q3: 3,589,362 shares 3,589,362 $312M 3.28% +160,550 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,250,666 shares; 2025Q1: 2,256,473 shares; 2025Q2: 2,218,495 shares; 2025Q3: 2,334,436 shares; 2025Q4: 2,401,463 shares; 2026Q1: 2,450,953 shares; 2026Q2: 2,419,179 shares; 2026Q3: 2,514,921 shares 2,514,921 $238M 2.5% +95,742 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 345,413 shares; 2025Q1: 315,877 shares; 2025Q2: 322,068 shares; 2025Q3: 320,877 shares; 2025Q4: 315,339 shares; 2026Q1: 305,843 shares; 2026Q2: 300,175 shares; 2026Q3: 288,889 shares 288,889 $202M 2.13% -11,286 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,977,542 shares; 2025Q1: 2,175,389 shares; 2025Q2: 2,144,773 shares; 2025Q3: 2,172,062 shares; 2025Q4: 2,596,496 shares; 2026Q1: 2,769,399 shares; 2026Q2: 2,552,753 shares; 2026Q3: 2,569,648 shares 2,569,648 $201M 2.12% +16,895 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,545,118 shares; 2025Q1: 2,516,666 shares; 2025Q2: 2,629,013 shares; 2025Q3: 2,484,576 shares; 2025Q4: 2,464,405 shares; 2026Q1: 2,349,281 shares; 2026Q2: 2,069,819 shares; 2026Q3: 1,958,356 shares 1,958,356 $159M 1.67% -111,463 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,176 shares; 2025Q1: 51,017 shares; 2025Q2: 90,111 shares; 2025Q3: 89,627 shares; 2025Q4: 85,153 shares; 2026Q1: 78,101 shares; 2026Q2: 77,129 shares; 2026Q3: 75,762 shares 75,762 $87.7M 0.92% -1,367 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,440,752 shares; 2025Q1: 2,032,023 shares; 2025Q2: 1,904,542 shares; 2025Q3: 1,925,396 shares; 2025Q4: 1,500,850 shares; 2026Q1: 1,736,049 shares; 2026Q2: 1,527,935 shares; 2026Q3: 1,517,276 shares 1,517,276 $87.3M 0.92% -10,659 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,433,412 shares; 2025Q1: 6,953,859 shares; 2025Q2: 4,436,571 shares; 2025Q3: 3,732,791 shares; 2025Q4: 3,721,664 shares; 2026Q1: 3,668,817 shares; 2026Q2: 3,603,118 shares; 2026Q3: 3,660,662 shares 3,660,662 $83M 0.87% +57,544 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,622,890 shares; 2025Q1: 1,726,644 shares; 2025Q2: 1,858,230 shares; 2025Q3: 2,016,210 shares; 2025Q4: 1,945,049 shares; 2026Q1: 2,008,209 shares; 2026Q2: 1,558,474 shares; 2026Q3: 1,675,078 shares 1,675,078 $83M 0.87% +116,604 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,251,908 shares; 2025Q1: 1,263,320 shares; 2025Q2: 1,243,071 shares; 2025Q3: 1,284,272 shares; 2025Q4: 1,305,073 shares; 2026Q1: 1,010,090 shares; 2026Q2: 966,223 shares; 2026Q3: 904,461 shares 904,461 $81.1M 0.85% -61,762 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 966,554 shares; 2025Q1: 964,867 shares; 2025Q2: 947,254 shares; 2025Q3: 944,925 shares; 2025Q4: 938,887 shares; 2026Q1: 906,321 shares; 2026Q2: 875,276 shares; 2026Q3: 867,301 shares 867,301 $74.7M 0.79% -7,975 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 401,626 shares; 2025Q1: 410,848 shares; 2025Q2: 414,687 shares; 2025Q3: 424,853 shares; 2025Q4: 422,395 shares; 2026Q1: 433,494 shares; 2026Q2: 421,761 shares; 2026Q3: 412,184 shares 412,184 $65.4M 0.69% -9,577 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,933 shares; 2025Q1: 97,117 shares; 2025Q2: 58,561 shares; 2025Q3: 58,784 shares; 2025Q4: 57,016 shares; 2026Q1: 64,771 shares; 2026Q2: 85,501 shares; 2026Q3: 83,192 shares 83,192 $63.7M 0.67% -2,309 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,512 shares; 2025Q1: 103,856 shares; 2025Q2: 106,924 shares; 2025Q3: 106,367 shares; 2025Q4: 105,090 shares; 2026Q1: 114,793 shares; 2026Q2: 112,493 shares; 2026Q3: 116,472 shares 116,472 $59.7M 0.63% +3,979 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 166,555 shares; 2025Q1: 169,861 shares; 2025Q2: 176,304 shares; 2025Q3: 178,067 shares; 2025Q4: 173,464 shares; 2026Q1: 170,335 shares; 2026Q2: 151,098 shares; 2026Q3: 151,501 shares 151,501 $50.5M 0.53% +403 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,706 shares; 2025Q1: 83,918 shares; 2025Q2: 54,325 shares; 2025Q3: 27,195 shares; 2025Q4: 20,255 shares; 2026Q1: 21,154 shares; 2026Q2: 85,751 shares; 2026Q3: 491,322 shares 491,322 $49.5M 0.52% +405,571 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 524,826 shares; 2025Q1: 491,712 shares; 2025Q2: 317,263 shares; 2025Q3: 256,571 shares; 2025Q4: 236,617 shares; 2026Q1: 220,424 shares; 2026Q2: 210,400 shares; 2026Q3: 193,931 shares 193,931 $44.9M 0.47% -16,469 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,200 shares; 2025Q1: 135,988 shares; 2025Q2: 141,139 shares; 2025Q3: 151,860 shares; 2025Q4: 146,457 shares; 2026Q1: 186,451 shares; 2026Q2: 190,741 shares; 2026Q3: 178,717 shares 178,717 $40.8M 0.43% -12,024 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 470,926 shares; 2025Q1: 528,487 shares; 2025Q2: 505,641 shares; 2025Q3: 521,320 shares; 2025Q4: 521,089 shares; 2026Q1: 470,409 shares; 2026Q2: 460,543 shares; 2026Q3: 455,133 shares 455,133 $35.5M 0.37% -5,410 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,157 shares; 2025Q2: 6,046 shares; 2025Q3: 5,918 shares; 2025Q4: 6,147 shares; 2026Q1: 6,052 shares; 2026Q2: 451,629 shares; 2026Q3: 655,747 shares 655,747 $33.6M 0.35% +204,118 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,280,939 shares; 2025Q1: 1,382,096 shares; 2025Q2: 1,460,232 shares; 2025Q3: 1,479,884 shares; 2025Q4: 1,551,549 shares; 2026Q1: 1,516,289 shares; 2026Q2: 1,548,018 shares; 2026Q3: 1,517,812 shares 1,517,812 $33.5M 0.35% -30,206 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 886,414 shares; 2025Q1: 856,656 shares; 2025Q2: 764,470 shares; 2025Q3: 551,435 shares; 2025Q4: 488,091 shares; 2026Q1: 483,642 shares; 2026Q2: 557,737 shares; 2026Q3: 721,120 shares 721,120 $31.8M 0.33% +163,383 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,881 shares; 2025Q1: 28,781 shares; 2025Q2: 29,741 shares; 2025Q3: 29,153 shares; 2025Q4: 79,108 shares; 2026Q1: 88,880 shares; 2026Q2: 88,835 shares; 2026Q3: 88,762 shares 88,762 $28.9M 0.3% -73 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491,293 shares; 2026Q3: 638,992 shares 638,992 $28.5M 0.3% +147,699 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 358,591 shares; 2025Q1: 393,936 shares; 2025Q2: 413,497 shares; 2025Q3: 377,273 shares; 2025Q4: 388,806 shares; 2026Q1: 297,233 shares; 2026Q2: 340,954 shares; 2026Q3: 343,007 shares 343,007 $26.2M 0.28% +2,053 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 404,326 shares; 2025Q1: 404,066 shares; 2025Q2: 422,046 shares; 2025Q3: 422,090 shares; 2025Q4: 381,140 shares; 2026Q1: 315,704 shares; 2026Q2: 252,475 shares; 2026Q3: 253,418 shares 253,418 $20.7M 0.22% +943 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,467 shares; 2025Q1: 16,034 shares; 2025Q2: 15,233 shares; 2025Q3: 15,124 shares; 2025Q4: 15,159 shares; 2026Q1: 12,990 shares; 2026Q2: 8,951 shares; 2026Q3: 25,535 shares 25,535 $19.5M 0.2% +16,584 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,446 shares; 2025Q1: 44,461 shares; 2025Q2: 41,658 shares; 2025Q3: 42,362 shares; 2025Q4: 42,286 shares; 2026Q1: 61,638 shares; 2026Q2: 60,398 shares; 2026Q3: 55,107 shares 55,107 $19M 0.2% -5,291 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,786 shares; 2025Q1: 24,360 shares; 2025Q2: 23,774 shares; 2025Q3: 23,467 shares; 2025Q4: 25,869 shares; 2026Q1: 24,885 shares; 2026Q2: 23,555 shares; 2026Q3: 23,276 shares 23,276 $18.9M 0.2% -279 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 219,805 shares; 2025Q1: 219,371 shares; 2025Q2: 189,777 shares; 2025Q3: 152,562 shares; 2025Q4: 144,409 shares; 2026Q1: 148,261 shares; 2026Q2: 126,412 shares; 2026Q3: 129,951 shares 129,951 $18.5M 0.19% +3,539 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,702 shares; 2025Q1: 70,596 shares; 2025Q2: 75,360 shares; 2025Q3: 71,833 shares; 2025Q4: 71,113 shares; 2026Q1: 73,933 shares; 2026Q2: 77,506 shares; 2026Q3: 71,369 shares 71,369 $17.8M 0.19% -6,137 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,060 shares; 2025Q1: 119,723 shares; 2025Q2: 130,700 shares; 2025Q3: 140,167 shares; 2025Q4: 278,478 shares; 2026Q1: 273,329 shares; 2026Q2: 268,791 shares; 2026Q3: 277,138 shares 277,138 $17M 0.18% +8,347 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,338 shares; 2025Q1: 43,075 shares; 2025Q2: 45,870 shares; 2025Q3: 47,754 shares; 2025Q4: 43,168 shares; 2026Q1: 41,150 shares; 2026Q2: 40,425 shares; 2026Q3: 36,921 shares 36,921 $16.8M 0.18% -3,504 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,715 shares; 2025Q1: 92,953 shares; 2025Q2: 99,934 shares; 2025Q3: 88,677 shares; 2025Q4: 109,641 shares; 2026Q1: 97,730 shares; 2026Q2: 73,143 shares; 2026Q3: 72,869 shares 72,869 $16.6M 0.18% -274 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 367,097 shares; 2025Q1: 369,582 shares; 2025Q2: 356,103 shares; 2025Q3: 353,927 shares; 2025Q4: 325,780 shares; 2026Q1: 269,819 shares; 2026Q2: 236,977 shares; 2026Q3: 228,122 shares 228,122 $15.8M 0.17% -8,855 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,082 shares; 2025Q1: 19,244 shares; 2025Q2: 19,230 shares; 2025Q3: 23,645 shares; 2025Q4: 22,574 shares; 2026Q1: 22,321 shares; 2026Q2: 21,165 shares; 2026Q3: 525,474 shares 525,474 $15.8M 0.17% +504,309 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,987 shares; 2025Q1: 46,062 shares; 2025Q2: 1,385,449 shares; 2025Q3: 1,823,937 shares; 2025Q4: 1,750,234 shares; 2026Q1: 1,606,389 shares; 2026Q2: 1,583,057 shares; 2026Q3: 378,377 shares 378,377 $15.7M 0.16% -1,204,680 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,372 shares; 2025Q1: 28,975 shares; 2025Q2: 27,933 shares; 2025Q3: 33,672 shares; 2025Q4: 35,374 shares; 2026Q1: 37,561 shares; 2026Q2: 40,637 shares; 2026Q3: 44,327 shares 44,327 $15.1M 0.16% +3,690 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 187,997 shares; 2025Q1: 200,208 shares; 2025Q2: 217,299 shares; 2025Q3: 205,962 shares; 2025Q4: 197,875 shares; 2026Q1: 179,761 shares; 2026Q2: 135,394 shares; 2026Q3: 131,130 shares 131,130 $14.7M 0.15% -4,264 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 88,717 shares 88,717 $14.4M 0.15% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 545,102 shares; 2025Q1: 502,666 shares; 2025Q2: 445,815 shares; 2025Q3: 428,507 shares; 2025Q4: 413,380 shares; 2026Q1: 398,850 shares; 2026Q2: 391,720 shares; 2026Q3: 358,807 shares 358,807 $14.2M 0.15% -32,913 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 119,068 shares; 2025Q1: 116,940 shares; 2025Q2: 108,700 shares; 2025Q3: 102,733 shares; 2025Q4: 99,551 shares; 2026Q1: 97,375 shares; 2026Q2: 91,099 shares; 2026Q3: 183,778 shares 183,778 $13.9M 0.15% +92,679 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 157,838 shares; 2025Q1: 147,565 shares; 2025Q2: 145,291 shares; 2025Q3: 138,478 shares; 2025Q4: 130,907 shares; 2026Q1: 124,982 shares; 2026Q2: 125,233 shares; 2026Q3: 113,731 shares 113,731 $13.2M 0.14% -11,502 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,373 shares; 2025Q1: 22,980 shares; 2025Q2: 25,252 shares; 2025Q3: 24,422 shares; 2025Q4: 28,355 shares; 2026Q1: 27,515 shares; 2026Q2: 95,399 shares; 2026Q3: 104,477 shares 104,477 $13.1M 0.14% +9,078 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,648 shares; 2025Q1: 47,291 shares; 2025Q2: 47,654 shares; 2025Q3: 48,519 shares; 2025Q4: 46,512 shares; 2026Q1: 41,549 shares; 2026Q2: 40,592 shares; 2026Q3: 38,224 shares 38,224 $12.6M 0.13% -2,368 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 332,261 shares; 2026Q2: 338,031 shares; 2026Q3: 355,573 shares 355,573 $12.5M 0.13% +17,542 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,713 shares; 2025Q1: 14,562 shares; 2025Q2: 29,778 shares; 2025Q3: 28,629 shares; 2025Q4: 63,327 shares; 2026Q1: 55,837 shares; 2026Q2: 34,464 shares; 2026Q3: 126,959 shares 126,959 $12.3M 0.13% +92,495 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121 shares; 2025Q1: 147 shares; 2025Q2: 157 shares; 2025Q3: 325 shares; 2025Q4: 387 shares; 2026Q1: 338 shares; 2026Q2: 328 shares; 2026Q3: 28,071 shares 28,071 $12.1M 0.13% +27,743 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,214 shares; 2025Q1: 28,730 shares; 2025Q2: 27,666 shares; 2025Q3: 28,503 shares; 2025Q4: 27,940 shares; 2026Q1: 29,138 shares; 2026Q2: 29,870 shares; 2026Q3: 30,243 shares 30,243 $11.5M 0.12% +373 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,360 shares; 2025Q1: 24,272 shares; 2025Q2: 24,906 shares; 2025Q3: 25,477 shares; 2025Q4: 26,443 shares; 2026Q1: 27,615 shares; 2026Q2: 29,266 shares; 2026Q3: 30,693 shares 30,693 $11.5M 0.12% +1,427 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,019 shares; 2025Q1: 24,940 shares; 2025Q2: 23,782 shares; 2025Q3: 30,280 shares; 2025Q4: 29,785 shares; 2026Q1: 28,984 shares; 2026Q2: 27,703 shares; 2026Q3: 22,407 shares 22,407 $11.2M 0.12% -5,296 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,046 shares; 2026Q1: 1,025 shares; 2026Q2: 1,051 shares; 2026Q3: 31,653 shares 31,653 $11.1M 0.12% +30,602 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,213 shares; 2025Q1: 65,875 shares; 2025Q2: 66,941 shares; 2025Q3: 66,979 shares; 2025Q4: 66,358 shares; 2026Q1: 62,568 shares; 2026Q2: 43,533 shares; 2026Q3: 40,241 shares 40,241 $10.7M 0.11% -3,292 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,804 shares; 2025Q1: 44,936 shares; 2025Q2: 47,054 shares; 2025Q3: 49,304 shares; 2025Q4: 56,653 shares; 2026Q1: 48,833 shares; 2026Q2: 42,702 shares; 2026Q3: 42,753 shares 42,753 $10.6M 0.11% +51 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,171 shares; 2025Q1: 47,603 shares; 2025Q2: 46,013 shares; 2025Q3: 46,499 shares; 2025Q4: 45,482 shares; 2026Q1: 40,619 shares; 2026Q2: 42,082 shares; 2026Q3: 38,455 shares 38,455 $10.1M 0.11% -3,627 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 143,286 shares; 2026Q3: 264,524 shares 264,524 $9.62M 0.1% +121,238 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,544 shares; 2025Q1: 9,642 shares; 2025Q2: 10,580 shares; 2025Q3: 10,633 shares; 2025Q4: 9,915 shares; 2026Q1: 12,716 shares; 2026Q2: 10,016 shares; 2026Q3: 8,500 shares 8,500 $9.05M 0.1% -1,516 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,434 shares; 2025Q1: 40,195 shares; 2025Q2: 43,704 shares; 2025Q3: 44,694 shares; 2025Q4: 43,774 shares; 2026Q1: 39,287 shares; 2026Q2: 34,542 shares; 2026Q3: 40,858 shares 40,858 $8.83M 0.09% +6,316 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,973 shares; 2025Q1: 58,729 shares; 2025Q2: 59,323 shares; 2025Q3: 49,685 shares; 2025Q4: 42,815 shares; 2026Q1: 41,394 shares; 2026Q2: 41,824 shares; 2026Q3: 39,408 shares 39,408 $8.68M 0.09% -2,416 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 3,246 shares; 2025Q3: 3,801 shares; 2025Q4: 7,968 shares; 2026Q1: 6,838 shares; 2026Q2: 6,179 shares; 2026Q3: 43,724 shares 43,724 $8.56M 0.09% +37,545 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,491 shares; 2025Q1: 37,241 shares; 2025Q2: 37,479 shares; 2025Q3: 37,281 shares; 2025Q4: 37,798 shares; 2026Q1: 36,334 shares; 2026Q2: 31,825 shares; 2026Q3: 24,363 shares 24,363 $8.56M 0.09% -7,462 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,033 shares; 2025Q1: 55,993 shares; 2025Q2: 54,358 shares; 2025Q3: 54,855 shares; 2025Q4: 53,630 shares; 2026Q1: 50,559 shares; 2026Q2: 56,133 shares; 2026Q3: 127,283 shares 127,283 $8.5M 0.09% +71,150 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 219,945 shares; 2025Q1: 200,563 shares; 2025Q2: 92,349 shares; 2025Q3: 108,098 shares; 2025Q4: 109,317 shares; 2026Q1: 91,786 shares; 2026Q2: 79,113 shares; 2026Q3: 85,195 shares 85,195 $8.44M 0.09% +6,082 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,669 shares; 2025Q1: 10,969 shares; 2025Q2: 10,600 shares; 2025Q3: 10,726 shares; 2025Q4: 10,728 shares; 2026Q1: 10,479 shares; 2026Q2: 10,598 shares; 2026Q3: 11,181 shares 11,181 $8.27M 0.09% +583 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,095 shares; 2025Q1: 33,828 shares; 2025Q2: 29,678 shares; 2025Q3: 26,384 shares; 2025Q4: 23,721 shares; 2026Q1: 19,161 shares; 2026Q2: 18,916 shares; 2026Q3: 18,800 shares 18,800 $8.02M 0.08% -116 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,860 shares; 2026Q2: 113,757 shares; 2026Q3: 154,945 shares 154,945 $7.59M 0.08% +41,188 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,457 shares; 2025Q1: 12,575 shares; 2025Q2: 14,318 shares; 2025Q3: 14,454 shares; 2025Q4: 14,712 shares; 2026Q1: 14,245 shares; 2026Q2: 12,740 shares; 2026Q3: 10,416 shares 10,416 $7.55M 0.08% -2,324 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,640 shares; 2025Q1: 75,908 shares; 2025Q2: 75,626 shares; 2025Q3: 73,988 shares; 2025Q4: 69,850 shares; 2026Q1: 69,152 shares; 2026Q2: 54,877 shares; 2026Q3: 50,728 shares 50,728 $7.37M 0.08% -4,149 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,726 shares; 2025Q1: 27,376 shares; 2025Q2: 27,840 shares; 2025Q3: 28,099 shares; 2025Q4: 27,488 shares; 2026Q1: 26,603 shares; 2026Q2: 25,202 shares; 2026Q3: 25,109 shares 25,109 $7.14M 0.08% -93 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,246 shares; 2025Q1: 23,355 shares; 2025Q2: 81,041 shares; 2025Q3: 129,531 shares; 2025Q4: 163,403 shares; 2026Q1: 196,708 shares; 2026Q2: 224,780 shares; 2026Q3: 254,662 shares 254,662 $7.05M 0.07% +29,882 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,823 shares; 2025Q1: 3,428 shares; 2025Q2: 5,450 shares; 2025Q3: 9,236 shares; 2025Q4: 7,263 shares; 2026Q1: 10,419 shares; 2026Q2: 11,571 shares; 2026Q3: 11,343 shares 11,343 $6.94M 0.07% -228 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,995 shares; 2025Q1: 91,633 shares; 2025Q2: 92,536 shares; 2025Q3: 89,534 shares; 2025Q4: 87,568 shares; 2026Q1: 87,366 shares; 2026Q2: 87,376 shares; 2026Q3: 83,514 shares 83,514 $6.92M 0.07% -3,862 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,351 shares; 2025Q1: 42,842 shares; 2025Q2: 43,791 shares; 2025Q3: 42,633 shares; 2025Q4: 40,962 shares; 2026Q1: 37,343 shares; 2026Q2: 33,959 shares; 2026Q3: 33,136 shares 33,136 $6.77M 0.07% -823 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,850 shares; 2025Q3: 232,208 shares; 2025Q4: 225,884 shares; 2026Q1: 227,582 shares; 2026Q2: 152,995 shares; 2026Q3: 141,182 shares 141,182 $6.66M 0.07% -11,813 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,699 shares; 2025Q1: 89,420 shares; 2025Q2: 94,773 shares; 2025Q3: 93,384 shares; 2025Q4: 98,261 shares; 2026Q1: 98,161 shares; 2026Q2: 102,264 shares; 2026Q3: 132,623 shares 132,623 $6.65M 0.07% +30,359 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,951 shares; 2025Q1: 19,557 shares; 2025Q2: 24,507 shares; 2025Q3: 17,818 shares; 2025Q4: 17,556 shares; 2026Q1: 18,838 shares; 2026Q2: 19,846 shares; 2026Q3: 19,901 shares 19,901 $6.54M 0.07% +55 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,506 shares; 2025Q1: 9,148 shares; 2025Q2: 10,247 shares; 2025Q3: 9,749 shares; 2025Q4: 13,972 shares; 2026Q1: 10,760 shares; 2026Q2: 9,316 shares; 2026Q3: 31,153 shares 31,153 $6.52M 0.07% +21,837 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,598 shares; 2025Q1: 1,758 shares; 2025Q2: 1,791 shares; 2025Q3: 1,724 shares; 2025Q4: 1,665 shares; 2026Q1: 19,919 shares; 2026Q2: 19,836 shares; 2026Q3: 20,166 shares 20,166 $6.52M 0.07% +330 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,536 shares; 2025Q1: 7,566 shares; 2025Q2: 7,779 shares; 2025Q3: 7,764 shares; 2025Q4: 7,864 shares; 2026Q1: 7,315 shares; 2026Q2: 7,277 shares; 2026Q3: 18,103 shares 18,103 $6.46M 0.07% +10,826 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,532 shares; 2025Q1: 95,551 shares; 2025Q2: 97,370 shares; 2025Q3: 96,425 shares; 2025Q4: 87,253 shares; 2026Q1: 97,962 shares; 2026Q2: 101,707 shares; 2026Q3: 87,068 shares 87,068 $6.43M 0.07% -14,639 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,451 shares; 2025Q1: 72,426 shares; 2025Q2: 71,779 shares; 2025Q3: 60,867 shares; 2025Q4: 61,805 shares; 2026Q1: 279,187 shares; 2026Q2: 287,257 shares; 2026Q3: 290,161 shares 290,161 $6.35M 0.07% +2,904 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,409 shares; 2025Q1: 10,067 shares; 2025Q2: 10,670 shares; 2025Q3: 10,447 shares; 2025Q4: 9,734 shares; 2026Q1: 10,880 shares; 2026Q2: 73,025 shares; 2026Q3: 69,758 shares 69,758 $6.29M 0.07% -3,267 Timeline TCBX THIRD COAST BANCSHARES INC More: the full row for THIRD COAST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147,082 shares; 2025Q1: 147,082 shares; 2025Q2: 147,082 shares; 2025Q3: 147,082 shares; 2025Q4: 147,082 shares; 2026Q1: 147,082 shares; 2026Q2: 147,082 shares; 2026Q3: 147,082 shares 147,082 $6.23M 0.07% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 167,744 shares; 2025Q1: 86,914 shares; 2025Q2: 79,403 shares; 2025Q3: 13,437 shares; 2025Q4: 6,947 shares; 2026Q1: 70,703 shares; 2026Q2: 65,912 shares; 2026Q3: 51,079 shares 51,079 $6.12M 0.06% -14,833 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,784 shares; 2026Q2: 63,913 shares; 2026Q3: 64,283 shares 64,283 $6.02M 0.06% +370 Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,742 shares; 2026Q2: 97,742 shares; 2026Q3: 97,742 shares 97,742 $5.93M 0.06% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,893 shares; 2025Q1: 6,997 shares; 2025Q2: 7,015 shares; 2025Q3: 7,302 shares; 2025Q4: 7,287 shares; 2026Q1: 7,059 shares; 2026Q2: 6,859 shares; 2026Q3: 6,515 shares 6,515 $5.93M 0.06% -344 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,521 shares; 2025Q1: 68,749 shares; 2025Q2: 69,653 shares; 2025Q3: 72,961 shares; 2025Q4: 72,547 shares; 2026Q1: 64,773 shares; 2026Q2: 60,695 shares; 2026Q3: 56,197 shares 56,197 $5.84M 0.06% -4,498 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,283 shares; 2025Q1: 43,020 shares; 2025Q2: 38,457 shares; 2025Q3: 39,585 shares; 2025Q4: 99,122 shares; 2026Q1: 111,165 shares; 2026Q2: 129,807 shares; 2026Q3: 121,105 shares 121,105 $5.61M 0.06% -8,702 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; 2024Q4: 69,209 shares; 2025Q1: 68,631 shares; 2025Q2: 70,046 shares; 2025Q3: 69,919 shares; 2025Q4: 60,340 shares; 2026Q1: 60,340 shares; 2026Q2: 60,345 shares; 2026Q3: 59,218 shares 59,218 $5.58M 0.06% -1,127 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 930 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1,001 shares; 2026Q1: 1,621 shares; 2026Q2: 111,219 shares; 2026Q3: 112,376 shares 112,376 $5.56M 0.06% +1,157 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 312,128 shares; 2025Q1: 233,917 shares; 2025Q2: 336,100 shares; 2025Q3: 235,179 shares; 2025Q4: 189,143 shares; 2026Q1: 176,447 shares; 2026Q2: 73,685 shares; 2026Q3: 70,056 shares 70,056 $5.54M 0.06% -3,629 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,771 shares; 2025Q1: 8,302 shares; 2025Q2: 45,413 shares; 2025Q3: 45,945 shares; 2025Q4: 44,087 shares; 2026Q1: 43,964 shares; 2026Q2: 43,657 shares; 2026Q3: 42,966 shares 42,966 $5.52M 0.06% -691 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,609 shares; 2025Q1: 6,304 shares; 2025Q2: 6,692 shares; 2025Q3: 8,030 shares; 2025Q4: 11,534 shares; 2026Q1: 12,262 shares; 2026Q2: 12,251 shares; 2026Q3: 10,768 shares 10,768 $5.51M 0.06% -1,483 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,792 shares; 2025Q1: 5,103 shares; 2025Q2: 5,083 shares; 2025Q3: 4,289 shares; 2025Q4: 7,464 shares; 2026Q1: 5,211 shares; 2026Q2: 3,739 shares; 2026Q3: 19,606 shares 19,606 $5.45M 0.06% +15,867 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 201 shares; 2025Q1: 458 shares; 2025Q2: 116,803 shares; 2025Q3: 102,188 shares; 2025Q4: 92,250 shares; 2026Q1: 93,249 shares; 2026Q2: 2,971 shares; 2026Q3: 110,221 shares 110,221 $5.42M 0.06% +107,250 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,339 shares; 2025Q1: 51,935 shares; 2025Q2: 52,663 shares; 2025Q3: 49,952 shares; 2025Q4: 48,619 shares; 2026Q1: 48,939 shares; 2026Q2: 41,616 shares; 2026Q3: 35,930 shares 35,930 $5.22M 0.05% -5,686 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,099 shares; 2025Q1: 71,778 shares; 2025Q2: 95,383 shares; 2025Q3: 92,023 shares; 2025Q4: 81,351 shares; 2026Q1: 80,235 shares; 2026Q2: 54,802 shares; 2026Q3: 55,323 shares 55,323 $5.1M 0.05% +521 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,390 shares; 2026Q3: 33,500 shares 33,500 $5.05M 0.05% +17,110 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,812 shares; 2025Q1: 2,812 shares; 2025Q2: 3,155 shares; 2025Q3: 3,155 shares; 2025Q4: 3,155 shares; 2026Q1: 3,621 shares; 2026Q2: 894 shares; 2026Q3: 146,920 shares 146,920 $5M 0.05% +146,026 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,668 shares; 2025Q1: 32,769 shares; 2025Q2: 33,521 shares; 2025Q3: 34,008 shares; 2025Q4: 34,339 shares; 2026Q1: 32,227 shares; 2026Q2: 30,401 shares; 2026Q3: 29,726 shares 29,726 $4.88M 0.05% -675 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,477 shares; 2025Q1: 13,399 shares; 2025Q2: 13,384 shares; 2025Q3: 13,406 shares; 2025Q4: 13,378 shares; 2026Q1: 13,925 shares; 2026Q2: 14,257 shares; 2026Q3: 14,500 shares 14,500 $4.82M 0.05% +243 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,548 shares; 2025Q1: 5,575 shares; 2025Q2: 5,619 shares; 2025Q3: 5,858 shares; 2025Q4: 5,213 shares; 2026Q1: 5,932 shares; 2026Q2: 5,731 shares; 2026Q3: 5,587 shares 5,587 $4.77M 0.05% -144 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,923 shares; 2025Q3: 201,737 shares; 2025Q4: 188,483 shares; 2026Q1: 194,465 shares; 2026Q2: 108,932 shares; 2026Q3: 105,794 shares 105,794 $4.65M 0.05% -3,138 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,454 shares; 2025Q1: 17,319 shares; 2025Q2: 18,812 shares; 2025Q3: 20,696 shares; 2025Q4: 21,726 shares; 2026Q1: 25,730 shares; 2026Q2: 25,868 shares; 2026Q3: 24,757 shares 24,757 $4.63M 0.05% -1,111 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; 2024Q4: 52,809 shares; 2025Q1: 48,391 shares; 2025Q2: 47,569 shares; 2025Q3: 62,541 shares; 2025Q4: 63,537 shares; 2026Q1: 65,800 shares; 2026Q2: 69,134 shares; 2026Q3: 71,052 shares 71,052 $4.63M 0.05% +1,918 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,923 shares; 2025Q1: 6,510 shares; 2025Q2: 12,689 shares; 2025Q3: 11,193 shares; 2025Q4: 7,604 shares; 2026Q1: 13,310 shares; 2026Q2: 15,779 shares; 2026Q3: 167,596 shares 167,596 $4.6M 0.05% +151,817 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,320 shares; 2025Q1: 30,832 shares; 2025Q2: 35,872 shares; 2025Q3: 38,762 shares; 2025Q4: 40,611 shares; 2026Q1: 43,180 shares; 2026Q2: 44,872 shares; 2026Q3: 45,080 shares 45,080 $4.56M 0.05% +208 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,756 shares; 2025Q1: 24,315 shares; 2025Q2: 27,526 shares; 2025Q3: 28,020 shares; 2025Q4: 26,718 shares; 2026Q1: 26,768 shares; 2026Q2: 25,765 shares; 2026Q3: 23,392 shares 23,392 $4.46M 0.05% -2,373 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,324 shares; 2026Q3: 88,392 shares 88,392 $4.43M 0.05% +17,068 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 155,107 shares; 2026Q3: 146,795 shares 146,795 $4.38M 0.05% -8,312 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,995 shares; 2025Q1: 13,882 shares; 2025Q2: 14,248 shares; 2025Q3: 13,207 shares; 2025Q4: 13,007 shares; 2026Q1: 12,155 shares; 2026Q2: 12,713 shares; 2026Q3: 12,174 shares 12,174 $4.37M 0.05% -539 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,357 shares; 2025Q1: 39,748 shares; 2025Q2: 40,025 shares; 2025Q3: 40,251 shares; 2025Q4: 38,993 shares; 2026Q1: 50,827 shares; 2026Q2: 41,639 shares; 2026Q3: 39,791 shares 39,791 $4.28M 0.05% -1,848 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: not reported; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 205 shares; 2026Q3: 15,577 shares 15,577 $4.24M 0.04% +15,372 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,365 shares; 2025Q1: 11,939 shares; 2025Q2: 12,746 shares; 2025Q3: 14,540 shares; 2025Q4: 14,374 shares; 2026Q1: 14,135 shares; 2026Q2: 14,906 shares; 2026Q3: 11,605 shares 11,605 $4.12M 0.04% -3,301 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,962 shares; 2025Q1: 22,597 shares; 2025Q2: 21,671 shares; 2025Q3: 22,027 shares; 2025Q4: 21,064 shares; 2026Q1: 20,636 shares; 2026Q2: 19,197 shares; 2026Q3: 18,413 shares 18,413 $4.05M 0.04% -784 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,692 shares; 2025Q1: 41,892 shares; 2025Q2: 43,220 shares; 2025Q3: 43,298 shares; 2025Q4: 41,172 shares; 2026Q1: 35,956 shares; 2026Q2: 34,470 shares; 2026Q3: 31,706 shares 31,706 $4.02M 0.04% -2,764 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,934 shares; 2025Q1: 8,882 shares; 2025Q2: 8,353 shares; 2025Q3: 8,337 shares; 2025Q4: 8,233 shares; 2026Q1: 8,158 shares; 2026Q2: 8,161 shares; 2026Q3: 7,803 shares 7,803 $3.97M 0.04% -358 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,835 shares; 2026Q2: 155,284 shares; 2026Q3: 124,708 shares 124,708 $3.89M 0.04% -30,576 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,188 shares; 2025Q1: 3,006 shares; 2025Q2: 4,209 shares; 2025Q3: 8,117 shares; 2025Q4: 8,348 shares; 2026Q1: 8,729 shares; 2026Q2: 33,842 shares; 2026Q3: 49,501 shares 49,501 $3.88M 0.04% +15,659 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 634 shares; 2025Q1: 4,245 shares; 2025Q2: 2,182 shares; 2025Q3: 1,719 shares; 2025Q4: 1,719 shares; 2026Q1: 1,719 shares; 2026Q2: 1,719 shares; 2026Q3: 57,096 shares 57,096 $3.81M 0.04% +55,377 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,201 shares; 2025Q1: 23,187 shares; 2025Q2: 23,178 shares; 2025Q3: 23,019 shares; 2025Q4: 22,818 shares; 2026Q1: 21,616 shares; 2026Q2: 22,712 shares; 2026Q3: 22,597 shares 22,597 $3.77M 0.04% -115 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,702 shares; 2025Q1: 57,307 shares; 2025Q2: 41,743 shares; 2025Q3: 71,248 shares; 2025Q4: 81,955 shares; 2026Q1: 71,413 shares; 2026Q2: 51,569 shares; 2026Q3: 53,396 shares 53,396 $3.75M 0.04% +1,827 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,936 shares; 2025Q1: 58,264 shares; 2025Q2: 55,829 shares; 2025Q3: 69,760 shares; 2025Q4: 70,854 shares; 2026Q1: 82,516 shares; 2026Q2: 71,954 shares; 2026Q3: 73,684 shares 73,684 $3.71M 0.04% +1,730 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,344 shares; 2025Q3: 52,527 shares; 2025Q4: 126,897 shares; 2026Q1: 234,783 shares; 2026Q2: 342,060 shares; 2026Q3: 358,771 shares 358,771 $3.52M 0.04% +16,711 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,913 shares; 2025Q1: 24,876 shares; 2025Q2: 23,734 shares; 2025Q3: 24,384 shares; 2025Q4: 21,370 shares; 2026Q1: 19,183 shares; 2026Q2: 18,858 shares; 2026Q3: 18,950 shares 18,950 $3.52M 0.04% +92 Timeline PPTY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,292,083 shares; 2025Q1: 802,951 shares; 2025Q2: 450,721 shares; 2025Q3: 288,582 shares; 2025Q4: 203,662 shares; 2026Q1: 153,441 shares; 2026Q2: 124,717 shares; 2026Q3: 111,808 shares 111,808 $3.52M 0.04% -12,909 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,548 shares; 2025Q1: 99,297 shares; 2025Q2: 106,246 shares; 2025Q3: 87,269 shares; 2025Q4: 73,860 shares; 2026Q1: 68,140 shares; 2026Q2: 69,923 shares; 2026Q3: 78,099 shares 78,099 $3.47M 0.04% +8,176 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,877 shares; 2025Q1: 34,786 shares; 2025Q2: 35,971 shares; 2025Q3: 36,801 shares; 2025Q4: 36,525 shares; 2026Q1: 34,265 shares; 2026Q2: 32,213 shares; 2026Q3: 30,287 shares 30,287 $3.45M 0.04% -1,926 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 165,117 shares; 2025Q1: 108,742 shares; 2025Q2: 89,273 shares; 2025Q3: 76,041 shares; 2025Q4: 56,923 shares; 2026Q1: 48,903 shares; 2026Q2: 42,030 shares; 2026Q3: 38,615 shares 38,615 $3.44M 0.04% -3,415 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 112,911 shares 112,911 $3.42M 0.04% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,761 shares; 2025Q1: 91,973 shares; 2025Q2: 126,523 shares; 2025Q3: 121,330 shares; 2025Q4: 121,084 shares; 2026Q1: 115,104 shares; 2026Q2: 110,962 shares; 2026Q3: 104,500 shares 104,500 $3.36M 0.04% -6,462 Timeline SKHY SK HYNIX INC More: the full row for SK HYNIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,832 shares 17,832 $3.28M 0.03% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,465 shares; 2025Q1: 12,077 shares; 2025Q2: 10,943 shares; 2025Q3: 11,263 shares; 2025Q4: 10,674 shares; 2026Q1: 12,081 shares; 2026Q2: 10,586 shares; 2026Q3: 10,498 shares 10,498 $3.28M 0.03% -88 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,326 shares; 2025Q1: 69,019 shares; 2025Q2: 76,632 shares; 2025Q3: 75,424 shares; 2025Q4: 71,877 shares; 2026Q1: 68,279 shares; 2026Q2: 63,587 shares; 2026Q3: 59,800 shares 59,800 $3.25M 0.03% -3,787 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,413 shares; 2025Q1: 29,741 shares; 2025Q2: 29,875 shares; 2025Q3: 30,412 shares; 2025Q4: 30,497 shares; 2026Q1: 26,277 shares; 2026Q2: 26,674 shares; 2026Q3: 23,680 shares 23,680 $3.25M 0.03% -2,994 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 956 shares; 2025Q1: 1,152 shares; 2025Q2: 1,199 shares; 2025Q3: 1,191 shares; 2025Q4: 1,236 shares; 2026Q1: 2,073 shares; 2026Q2: 2,247 shares; 2026Q3: 1,781 shares 1,781 $3.23M 0.03% -466 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,492 shares; 2025Q1: 22,026 shares; 2025Q2: 21,396 shares; 2025Q3: 21,417 shares; 2025Q4: 20,135 shares; 2026Q1: 18,562 shares; 2026Q2: 17,583 shares; 2026Q3: 17,562 shares 17,562 $3.22M 0.03% -21 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,882 shares; 2025Q1: 11,802 shares; 2025Q2: 16,432 shares; 2025Q3: 16,818 shares; 2025Q4: 16,795 shares; 2026Q1: 16,930 shares; 2026Q2: 16,722 shares; 2026Q3: 16,363 shares 16,363 $3.16M 0.03% -359 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125,023 shares; 2025Q1: 114,803 shares; 2025Q2: 118,351 shares; 2025Q3: 120,112 shares; 2025Q4: 117,284 shares; 2026Q1: 115,356 shares; 2026Q2: 110,872 shares; 2026Q3: 109,712 shares 109,712 $3.13M 0.03% -1,160 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,796 shares; 2025Q1: 14,195 shares; 2025Q2: 11,845 shares; 2025Q3: 11,307 shares; 2025Q4: 11,622 shares; 2026Q1: 16,022 shares; 2026Q2: 10,953 shares; 2026Q3: 29,202 shares 29,202 $3.12M 0.03% +18,249 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,216 shares; 2025Q1: 16,310 shares; 2025Q2: 17,863 shares; 2025Q3: 16,607 shares; 2025Q4: 14,464 shares; 2026Q1: 13,498 shares; 2026Q2: 11,822 shares; 2026Q3: 11,093 shares 11,093 $3.11M 0.03% -729 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 516 shares; 2025Q1: 1,740 shares; 2025Q2: 2,639 shares; 2025Q3: 2,636 shares; 2025Q4: 2,571 shares; 2026Q1: 2,755 shares; 2026Q2: 24,462 shares; 2026Q3: 24,244 shares 24,244 $3.05M 0.03% -218 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,032 shares; 2025Q1: 10,415 shares; 2025Q2: 12,504 shares; 2025Q3: 13,069 shares; 2025Q4: 11,054 shares; 2026Q1: 7,828 shares; 2026Q2: 7,377 shares; 2026Q3: 6,980 shares 6,980 $3M 0.03% -397 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,313 shares; 2025Q1: 5,944 shares; 2025Q2: 6,926 shares; 2025Q3: 9,036 shares; 2025Q4: 9,699 shares; 2026Q1: 9,463 shares; 2026Q2: 4,928 shares; 2026Q3: 10,482 shares 10,482 $2.98M 0.03% +5,554 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,830 shares; 2025Q1: 35,417 shares; 2025Q2: 33,178 shares; 2025Q3: 33,126 shares; 2025Q4: 31,149 shares; 2026Q1: 33,353 shares; 2026Q2: 25,823 shares; 2026Q3: 24,733 shares 24,733 $2.97M 0.03% -1,090 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,650 shares; 2026Q3: 13,920 shares 13,920 $2.94M 0.03% -730 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,478 shares; 2025Q1: 3,680 shares; 2025Q2: 3,131 shares; 2025Q3: 3,158 shares; 2025Q4: 3,379 shares; 2026Q1: 3,396 shares; 2026Q2: 3,408 shares; 2026Q3: 3,227 shares 3,227 $2.9M 0.03% -181 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,390 shares; 2025Q1: 9,213 shares; 2025Q2: 7,936 shares; 2025Q3: 7,361 shares; 2025Q4: 6,545 shares; 2026Q1: 6,363 shares; 2026Q2: 7,589 shares; 2026Q3: 7,834 shares 7,834 $2.88M 0.03% +245 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,044 shares 15,044 $2.86M 0.03% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: 14,287 shares; 2025Q3: 11,953 shares; 2025Q4: 83 shares; 2026Q1: 27 shares; 2026Q2: 2,590 shares; 2026Q3: 27,355 shares 27,355 $2.73M 0.03% +24,765 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,436 shares; 2025Q1: 4,436 shares; 2025Q2: 4,436 shares; 2025Q3: 4,436 shares; 2025Q4: 4,634 shares; 2026Q1: 4,634 shares; 2026Q2: 24,695 shares; 2026Q3: 29,294 shares 29,294 $2.71M 0.03% +4,599 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,162 shares; 2025Q1: 7,512 shares; 2025Q2: 8,935 shares; 2025Q3: 9,377 shares; 2025Q4: 17,565 shares; 2026Q1: 8,894 shares; 2026Q2: 7,375 shares; 2026Q3: 11,468 shares 11,468 $2.68M 0.03% +4,093 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,333 shares; 2025Q1: 66,006 shares; 2025Q2: 85,122 shares; 2025Q3: 98,207 shares; 2025Q4: 82,307 shares; 2026Q1: 71,432 shares; 2026Q2: 62,219 shares; 2026Q3: 58,696 shares 58,696 $2.61M 0.03% -3,523 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,186 shares; 2025Q1: 55,561 shares; 2025Q2: 72,736 shares; 2025Q3: 80,935 shares; 2025Q4: 86,809 shares; 2026Q1: 94,136 shares; 2026Q2: 90,857 shares; 2026Q3: 87,716 shares 87,716 $2.61M 0.03% -3,141 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,671 shares; 2025Q1: 84,941 shares; 2025Q2: 86,806 shares; 2025Q3: 93,126 shares; 2025Q4: 92,595 shares; 2026Q1: 82,194 shares; 2026Q2: 86,506 shares; 2026Q3: 92,743 shares 92,743 $2.58M 0.03% +6,237 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,443 shares; 2025Q4: 72,955 shares; 2026Q1: 54,031 shares; 2026Q2: 49,472 shares; 2026Q3: 47,374 shares 47,374 $2.55M 0.03% -2,098 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,433 shares; 2025Q1: 41,951 shares; 2025Q2: 41,952 shares; 2025Q3: 43,621 shares; 2025Q4: 38,147 shares; 2026Q1: 33,333 shares; 2026Q2: 33,463 shares; 2026Q3: 33,165 shares 33,165 $2.51M 0.03% -298 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 27,291 shares; 2025Q4: 28,061 shares; 2026Q1: 1,368 shares; 2026Q2: 1,366 shares; 2026Q3: 52,840 shares 52,840 $2.5M 0.03% +51,474 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,925 shares; 2025Q1: 7,275 shares; 2025Q2: 8,159 shares; 2025Q3: 8,174 shares; 2025Q4: 7,373 shares; 2026Q1: 5,860 shares; 2026Q2: 5,768 shares; 2026Q3: 5,159 shares 5,159 $2.45M 0.03% -609 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,198 shares; 2025Q1: 92,507 shares; 2025Q2: 91,168 shares; 2025Q3: 92,199 shares; 2025Q4: 94,523 shares; 2026Q1: 81,706 shares; 2026Q2: 65,122 shares; 2026Q3: 68,495 shares 68,495 $2.44M 0.03% +3,373 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,021 shares; 2025Q1: 4,341 shares; 2025Q2: 5,070 shares; 2025Q3: 8,237 shares; 2025Q4: 8,961 shares; 2026Q1: 18,793 shares; 2026Q2: 20,653 shares; 2026Q3: 18,837 shares 18,837 $2.44M 0.03% -1,816 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,744 shares; 2025Q1: 6,736 shares; 2025Q2: 7,029 shares; 2025Q3: 7,037 shares; 2025Q4: 6,936 shares; 2026Q1: 5,385 shares; 2026Q2: 5,306 shares; 2026Q3: 4,421 shares 4,421 $2.44M 0.03% -885 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,245 shares; 2025Q1: 59,381 shares; 2025Q2: 59,099 shares; 2025Q3: 59,971 shares; 2025Q4: 61,998 shares; 2026Q1: 54,856 shares; 2026Q2: 46,798 shares; 2026Q3: 44,404 shares 44,404 $2.42M 0.03% -2,394 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,420 shares; 2025Q1: 20,420 shares; 2025Q2: 20,420 shares; 2025Q3: 20,920 shares; 2025Q4: 20,420 shares; 2026Q1: 20,420 shares; 2026Q2: 20,420 shares; 2026Q3: 75,982 shares 75,982 $2.39M 0.03% +55,562 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,674 shares; 2025Q1: 15,449 shares; 2025Q2: 16,711 shares; 2025Q3: 16,671 shares; 2025Q4: 15,678 shares; 2026Q1: 13,061 shares; 2026Q2: 12,298 shares; 2026Q3: 10,339 shares 10,339 $2.39M 0.03% -1,959 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,232 shares; 2025Q1: 9,900 shares; 2025Q2: 7,351 shares; 2025Q3: 10,383 shares; 2025Q4: 11,236 shares; 2026Q1: 11,338 shares; 2026Q2: 9,598 shares; 2026Q3: 32,830 shares 32,830 $2.36M 0.02% +23,232 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,800 shares; 2025Q1: 17,690 shares; 2025Q2: 17,694 shares; 2025Q3: 17,364 shares; 2025Q4: 16,221 shares; 2026Q1: 13,875 shares; 2026Q2: 14,142 shares; 2026Q3: 13,596 shares 13,596 $2.32M 0.02% -546 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,883 shares; 2025Q1: 3,897 shares; 2025Q2: 4,416 shares; 2025Q3: 6,005 shares; 2025Q4: 5,573 shares; 2026Q1: 6,589 shares; 2026Q2: 6,582 shares; 2026Q3: 5,767 shares 5,767 $2.29M 0.02% -815 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,608 shares; 2025Q1: 10,423 shares; 2025Q2: 11,153 shares; 2025Q3: 11,870 shares; 2025Q4: 17,898 shares; 2026Q1: 14,019 shares; 2026Q2: 13,710 shares; 2026Q3: 16,456 shares 16,456 $2.24M 0.02% +2,746 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,606 shares; 2025Q1: 51,037 shares; 2025Q2: 47,379 shares; 2025Q3: 48,633 shares; 2025Q4: 48,975 shares; 2026Q1: 49,621 shares; 2026Q2: 47,709 shares; 2026Q3: 43,142 shares 43,142 $2.24M 0.02% -4,567 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,025 shares; 2025Q1: 2,117 shares; 2025Q2: 2,193 shares; 2025Q3: 2,461 shares; 2025Q4: 2,778 shares; 2026Q1: 2,923 shares; 2026Q2: 3,150 shares; 2026Q3: 2,337 shares 2,337 $2.22M 0.02% -813 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,867 shares; 2025Q1: 18,878 shares; 2025Q2: 18,894 shares; 2025Q3: 18,631 shares; 2025Q4: 35,359 shares; 2026Q1: 38,916 shares; 2026Q2: 34,721 shares; 2026Q3: 38,816 shares 38,816 $2.18M 0.02% +4,095 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,522 shares; 2025Q1: 2,842 shares; 2025Q2: 3,145 shares; 2025Q3: 2,724 shares; 2025Q4: 2,144 shares; 2026Q1: 2,828 shares; 2026Q2: 2,961 shares; 2026Q3: 2,343 shares 2,343 $2.16M 0.02% -618 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 965 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 0 shares; 2026Q3: 41,052 shares 41,052 $2.1M 0.02% +41,052 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,914 shares; 2025Q1: 37,448 shares; 2025Q2: 36,741 shares; 2025Q3: 46,443 shares; 2025Q4: 47,972 shares; 2026Q1: 45,855 shares; 2026Q2: 38,071 shares; 2026Q3: 35,440 shares 35,440 $2.1M 0.02% -2,631 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,972 shares; 2025Q1: 14,974 shares; 2025Q2: 15,110 shares; 2025Q3: 15,181 shares; 2025Q4: 14,332 shares; 2026Q1: 15,396 shares; 2026Q2: 14,316 shares; 2026Q3: 11,092 shares 11,092 $2.09M 0.02% -3,224 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,175 shares; 2025Q1: 20,478 shares; 2025Q2: 20,754 shares; 2025Q3: 21,242 shares; 2025Q4: 21,052 shares; 2026Q1: 21,144 shares; 2026Q2: 20,496 shares; 2026Q3: 16,584 shares 16,584 $2.08M 0.02% -3,912 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,668 shares; 2026Q3: 13,377 shares 13,377 $2.07M 0.02% -1,291 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,103 shares; 2026Q2: 17,511 shares; 2026Q3: 12,409 shares 12,409 $2M 0.02% -5,102 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,429 shares; 2025Q1: 25,429 shares; 2025Q2: 52,447 shares; 2025Q3: 45,697 shares; 2025Q4: 45,697 shares; 2026Q1: 44,526 shares; 2026Q2: 44,526 shares; 2026Q3: 50,110 shares 50,110 $2M 0.02% +5,584 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,756 shares; 2025Q1: 33,256 shares; 2025Q2: 33,492 shares; 2025Q3: 33,866 shares; 2025Q4: 32,503 shares; 2026Q1: 27,589 shares; 2026Q2: 26,053 shares; 2026Q3: 20,087 shares 20,087 $1.99M 0.02% -5,966 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,889 shares; 2025Q1: 13,480 shares; 2025Q2: 18,657 shares; 2025Q3: 20,563 shares; 2025Q4: 19,339 shares; 2026Q1: 16,233 shares; 2026Q2: 13,342 shares; 2026Q3: 12,759 shares 12,759 $1.96M 0.02% -583 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,209 shares; 2025Q2: 3,438 shares; 2025Q3: 3,630 shares; 2025Q4: 1,692 shares; 2026Q1: 1,308 shares; 2026Q2: 1,932 shares; 2026Q3: 2,000 shares 2,000 $1.94M 0.02% +68 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,419 shares; 2025Q1: 7,861 shares; 2025Q2: 7,718 shares; 2025Q3: 7,680 shares; 2025Q4: 7,628 shares; 2026Q1: 6,342 shares; 2026Q2: 5,903 shares; 2026Q3: 7,005 shares 7,005 $1.93M 0.02% +1,102 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,918 shares; 2025Q1: 9,401 shares; 2025Q2: 10,493 shares; 2025Q3: 11,180 shares; 2025Q4: 11,902 shares; 2026Q1: 10,036 shares; 2026Q2: 11,483 shares; 2026Q3: 11,163 shares 11,163 $1.92M 0.02% -320 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,543 shares; 2025Q1: 16,914 shares; 2025Q2: 17,617 shares; 2025Q3: 17,320 shares; 2025Q4: 17,136 shares; 2026Q1: 16,166 shares; 2026Q2: 15,489 shares; 2026Q3: 14,600 shares 14,600 $1.9M 0.02% -889 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,448 shares; 2025Q1: 21,504 shares; 2025Q2: 21,681 shares; 2025Q3: 22,577 shares; 2025Q4: 22,838 shares; 2026Q1: 26,082 shares; 2026Q2: 25,533 shares; 2026Q3: 19,862 shares 19,862 $1.89M 0.02% -5,671 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 202 shares; 2026Q2: not reported; 2026Q3: 15,985 shares 15,985 $1.87M 0.02% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,346 shares; 2025Q1: 14,599 shares; 2025Q2: 14,857 shares; 2025Q3: 17,567 shares; 2025Q4: 16,363 shares; 2026Q1: 16,457 shares; 2026Q2: 16,732 shares; 2026Q3: 17,194 shares 17,194 $1.85M 0.02% +462 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,990 shares; 2025Q1: 2,594 shares; 2025Q2: 2,365 shares; 2025Q3: 2,938 shares; 2025Q4: 3,568 shares; 2026Q1: 3,182 shares; 2026Q2: 9,318 shares; 2026Q3: 9,080 shares 9,080 $1.85M 0.02% -238 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,448 shares; 2025Q1: 4,623 shares; 2025Q2: 4,768 shares; 2025Q3: 4,787 shares; 2025Q4: 4,980 shares; 2026Q1: 4,968 shares; 2026Q2: 5,074 shares; 2026Q3: 5,037 shares 5,037 $1.84M 0.02% -37 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,389 shares; 2025Q1: 10,831 shares; 2025Q2: 10,937 shares; 2025Q3: 12,889 shares; 2025Q4: 10,593 shares; 2026Q1: 8,009 shares; 2026Q2: 6,461 shares; 2026Q3: 8,309 shares 8,309 $1.84M 0.02% +1,848 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,876 shares; 2025Q1: 22,939 shares; 2025Q2: 34,846 shares; 2025Q3: 34,870 shares; 2025Q4: 34,896 shares; 2026Q1: 34,850 shares; 2026Q2: 34,904 shares; 2026Q3: 25,296 shares 25,296 $1.84M 0.02% -9,608 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 864 shares; 2025Q1: 1,115 shares; 2025Q2: 1,063 shares; 2025Q3: 1,091 shares; 2025Q4: 1,181 shares; 2026Q1: 1,145 shares; 2026Q2: 10,841 shares; 2026Q3: 9,278 shares 9,278 $1.81M 0.02% -1,563 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,478 shares; 2025Q1: 5,583 shares; 2025Q2: 5,921 shares; 2025Q3: 6,006 shares; 2025Q4: 5,657 shares; 2026Q1: 5,630 shares; 2026Q2: 5,602 shares; 2026Q3: 5,061 shares 5,061 $1.8M 0.02% -541 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,163 shares; 2025Q1: 36,323 shares; 2025Q2: 41,762 shares; 2025Q3: 38,768 shares; 2025Q4: 36,907 shares; 2026Q1: 27,410 shares; 2026Q2: 26,563 shares; 2026Q3: 22,437 shares 22,437 $1.8M 0.02% -4,126 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; 2024Q4: 8,527 shares; 2025Q1: 7,980 shares; 2025Q2: 7,902 shares; 2025Q3: 7,989 shares; 2025Q4: 7,579 shares; 2026Q1: 6,941 shares; 2026Q2: 7,108 shares; 2026Q3: 6,972 shares 6,972 $1.79M 0.02% -136 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99,506 shares; 2025Q1: 96,241 shares; 2025Q2: 92,940 shares; 2025Q3: 91,765 shares; 2025Q4: 89,586 shares; 2026Q1: 85,314 shares; 2026Q2: 81,450 shares; 2026Q3: 73,023 shares 73,023 $1.78M 0.02% -8,427 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,863 shares; 2025Q1: 8,126 shares; 2025Q2: 9,032 shares; 2025Q3: 8,954 shares; 2025Q4: 7,806 shares; 2026Q1: 7,035 shares; 2026Q2: 5,962 shares; 2026Q3: 5,742 shares 5,742 $1.77M 0.02% -220 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,033 shares; 2025Q1: 14,508 shares; 2025Q2: 15,622 shares; 2025Q3: 19,556 shares; 2025Q4: 17,094 shares; 2026Q1: 17,194 shares; 2026Q2: 18,374 shares; 2026Q3: 15,256 shares 15,256 $1.76M 0.02% -3,118 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,642 shares; 2025Q1: 11,705 shares; 2025Q2: 12,724 shares; 2025Q3: 17,867 shares; 2025Q4: 18,138 shares; 2026Q1: 7,922 shares; 2026Q2: 8,551 shares; 2026Q3: 20,844 shares 20,844 $1.76M 0.02% +12,293 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,268 shares; 2025Q1: 3,702 shares; 2025Q2: 3,797 shares; 2025Q3: 3,614 shares; 2025Q4: 3,537 shares; 2026Q1: 3,044 shares; 2026Q2: 2,893 shares; 2026Q3: 2,603 shares 2,603 $1.75M 0.02% -290 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 34,265 shares 34,265 $1.7M 0.02% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,304 shares; 2025Q1: 10,337 shares; 2025Q2: 11,151 shares; 2025Q3: 12,428 shares; 2025Q4: 10,452 shares; 2026Q1: 7,385 shares; 2026Q2: 6,714 shares; 2026Q3: 6,175 shares 6,175 $1.68M 0.02% -539 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,752 shares; 2025Q1: 20,924 shares; 2025Q2: 18,514 shares; 2025Q3: 38,068 shares; 2025Q4: 44,323 shares; 2026Q1: 38,724 shares; 2026Q2: 38,289 shares; 2026Q3: 23,743 shares 23,743 $1.68M 0.02% -14,546 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,593 shares; 2025Q1: 23,541 shares; 2025Q2: 18,827 shares; 2025Q3: 19,000 shares; 2025Q4: 19,188 shares; 2026Q1: 16,871 shares; 2026Q2: 17,982 shares; 2026Q3: 16,750 shares 16,750 $1.66M 0.02% -1,232 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,280 shares; 2025Q1: 24,800 shares; 2025Q2: 27,948 shares; 2025Q3: 31,776 shares; 2025Q4: 32,468 shares; 2026Q1: 35,161 shares; 2026Q2: 33,464 shares; 2026Q3: 30,399 shares 30,399 $1.65M 0.02% -3,065 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,660 shares; 2025Q1: 14,360 shares; 2025Q2: 8,819 shares; 2025Q3: 14,817 shares; 2025Q4: 14,597 shares; 2026Q1: 14,175 shares; 2026Q2: 14,099 shares; 2026Q3: 14,611 shares 14,611 $1.65M 0.02% +512 Timeline ESSC STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 57,589 shares 57,589 $1.65M 0.02% 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; 2024Q4: 1,722 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 1,626 shares; 2025Q4: 746 shares; 2026Q1: 746 shares; 2026Q2: 859 shares; 2026Q3: 44,712 shares 44,712 $1.63M 0.02% +43,853 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,024 shares; 2025Q1: 1,249 shares; 2025Q2: 1,235 shares; 2025Q3: 1,229 shares; 2025Q4: 1,133 shares; 2026Q1: 2,318 shares; 2026Q2: 2,393 shares; 2026Q3: 2,410 shares 2,410 $1.63M 0.02% +17 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,721 shares; 2025Q1: 31,151 shares; 2025Q2: 22,339 shares; 2025Q3: 22,028 shares; 2025Q4: 19,438 shares; 2026Q1: 19,438 shares; 2026Q2: 9,735 shares; 2026Q3: 30,078 shares 30,078 $1.63M 0.02% +20,343 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,334 shares; 2025Q1: 16,328 shares; 2025Q2: 17,373 shares; 2025Q3: 17,606 shares; 2025Q4: 16,911 shares; 2026Q1: 11,136 shares; 2026Q2: 10,080 shares; 2026Q3: 12,267 shares 12,267 $1.62M 0.02% +2,187 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,945 shares; 2025Q1: 55,396 shares; 2025Q2: 46,827 shares; 2025Q3: 10,352 shares; 2025Q4: 9,177 shares; 2026Q1: 8,979 shares; 2026Q2: 6,539 shares; 2026Q3: 6,096 shares 6,096 $1.61M 0.02% -443 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,566 shares; 2025Q1: 2,754 shares; 2025Q2: 6,029 shares; 2025Q3: 7,120 shares; 2025Q4: 6,277 shares; 2026Q1: 6,381 shares; 2026Q2: 6,178 shares; 2026Q3: 49,174 shares 49,174 $1.6M 0.02% +42,996 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,897 shares; 2025Q1: 40,021 shares; 2025Q2: 41,190 shares; 2025Q3: 42,589 shares; 2025Q4: 37,087 shares; 2026Q1: 30,847 shares; 2026Q2: 30,517 shares; 2026Q3: 27,693 shares 27,693 $1.6M 0.02% -2,824 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,123 shares; 2025Q1: 1,181 shares; 2025Q2: 11,434 shares; 2025Q3: 11,353 shares; 2025Q4: 11,509 shares; 2026Q1: 10,357 shares; 2026Q2: 10,192 shares; 2026Q3: 9,793 shares 9,793 $1.53M 0.02% -399 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,842 shares; 2025Q1: 28,842 shares; 2025Q2: 17,009 shares; 2025Q3: 17,009 shares; 2025Q4: 21,758 shares; 2026Q1: 25,055 shares; 2026Q2: 25,055 shares; 2026Q3: 22,154 shares 22,154 $1.53M 0.02% -2,901 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,386 shares; 2025Q1: 19,135 shares; 2025Q2: 18,028 shares; 2025Q3: 18,393 shares; 2025Q4: 21,878 shares; 2026Q1: 24,037 shares; 2026Q2: 18,516 shares; 2026Q3: 14,710 shares 14,710 $1.53M 0.02% -3,806 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,591 shares; 2025Q1: 4,994 shares; 2025Q2: 4,994 shares; 2025Q3: 4,994 shares; 2025Q4: 32,037 shares; 2026Q1: 4,389 shares; 2026Q2: 5,204 shares; 2026Q3: 10,105 shares 10,105 $1.5M 0.02% +4,901 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 20 shares; 2025Q2: 335 shares; 2025Q3: 641 shares; 2025Q4: 336 shares; 2026Q1: 17,348 shares; 2026Q2: 17,263 shares; 2026Q3: 16,711 shares 16,711 $1.5M 0.02% -552 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,552 shares; 2025Q1: 35,716 shares; 2025Q2: 36,117 shares; 2025Q3: 36,338 shares; 2025Q4: 35,896 shares; 2026Q1: 34,508 shares; 2026Q2: 33,540 shares; 2026Q3: 31,914 shares 31,914 $1.48M 0.02% -1,626 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,609 shares; 2025Q1: 129,777 shares; 2025Q2: 127,254 shares; 2025Q3: 108,711 shares; 2025Q4: 98,301 shares; 2026Q1: 74,417 shares; 2026Q2: 21,394 shares; 2026Q3: 29,121 shares 29,121 $1.48M 0.02% +7,727 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,468 shares; 2025Q1: 12,295 shares; 2025Q2: 13,622 shares; 2025Q3: 14,931 shares; 2025Q4: 13,200 shares; 2026Q1: 12,627 shares; 2026Q2: 11,488 shares; 2026Q3: 11,980 shares 11,980 $1.47M 0.02% +492 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100 shares; 2025Q1: 1,138 shares; 2025Q2: 1,267 shares; 2025Q3: 1,230 shares; 2025Q4: 1,753 shares; 2026Q1: 2,095 shares; 2026Q2: 2,073 shares; 2026Q3: 2,288 shares 2,288 $1.47M 0.02% +215 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,886 shares; 2025Q1: 4,721 shares; 2025Q2: 5,015 shares; 2025Q3: 4,962 shares; 2025Q4: 4,830 shares; 2026Q1: 3,979 shares; 2026Q2: 3,809 shares; 2026Q3: 3,775 shares 3,775 $1.47M 0.02% -34 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,005 shares; 2026Q3: 58,445 shares 58,445 $1.41M 0.01% +57,440 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,274 shares; 2025Q1: 7,868 shares; 2025Q2: 8,544 shares; 2025Q3: 11,140 shares; 2025Q4: 9,507 shares; 2026Q1: 9,955 shares; 2026Q2: 10,402 shares; 2026Q3: 10,482 shares 10,482 $1.4M 0.01% +80 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 26,932 shares; 2025Q2: 26,932 shares; 2025Q3: 27,832 shares; 2025Q4: 27,432 shares; 2026Q1: 31,546 shares; 2026Q2: 32,727 shares; 2026Q3: 33,190 shares 33,190 $1.38M 0.01% +463 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,027 shares; 2025Q1: 4,762 shares; 2025Q2: 17,982 shares; 2025Q3: 19,061 shares; 2025Q4: 19,024 shares; 2026Q1: 19,700 shares; 2026Q2: 19,471 shares; 2026Q3: 38,116 shares 38,116 $1.37M 0.01% +18,645 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,267 shares; 2025Q1: 29,700 shares; 2025Q2: 31,834 shares; 2025Q3: 33,071 shares; 2025Q4: 27,048 shares; 2026Q1: 33,625 shares; 2026Q2: 37,735 shares; 2026Q3: 65,512 shares 65,512 $1.37M 0.01% +27,777 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,205 shares; 2025Q1: 11,000 shares; 2025Q2: 14,179 shares; 2025Q3: 13,364 shares; 2025Q4: 12,905 shares; 2026Q1: 14,036 shares; 2026Q2: 15,516 shares; 2026Q3: 13,897 shares 13,897 $1.36M 0.01% -1,619 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,398 shares; 2025Q1: 8,070 shares; 2025Q2: 7,247 shares; 2025Q3: 7,573 shares; 2025Q4: 8,719 shares; 2026Q1: 8,430 shares; 2026Q2: 8,614 shares; 2026Q3: 7,516 shares 7,516 $1.34M 0.01% -1,098 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,495 shares; 2025Q1: 1,553 shares; 2025Q2: 1,614 shares; 2025Q3: 1,433 shares; 2025Q4: 1,815 shares; 2026Q1: 1,962 shares; 2026Q2: 2,025 shares; 2026Q3: 1,774 shares 1,774 $1.34M 0.01% -251 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; 2024Q4: 4,986 shares; 2025Q1: 5,214 shares; 2025Q2: 5,261 shares; 2025Q3: 4,896 shares; 2025Q4: 4,938 shares; 2026Q1: 4,280 shares; 2026Q2: 4,172 shares; 2026Q3: 3,755 shares 3,755 $1.34M 0.01% -417 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,429 shares; 2025Q1: 8,325 shares; 2025Q2: 8,715 shares; 2025Q3: 9,162 shares; 2025Q4: 9,331 shares; 2026Q1: 9,237 shares; 2026Q2: 8,422 shares; 2026Q3: 7,094 shares 7,094 $1.32M 0.01% -1,328 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,091 shares; 2025Q1: 9,956 shares; 2025Q2: 9,940 shares; 2025Q3: 9,807 shares; 2025Q4: 10,125 shares; 2026Q1: 9,914 shares; 2026Q2: 10,232 shares; 2026Q3: 5,643 shares 5,643 $1.3M 0.01% -4,589 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,970 shares; 2025Q1: 20,761 shares; 2025Q2: 25,242 shares; 2025Q3: 31,467 shares; 2025Q4: 29,463 shares; 2026Q1: 22,506 shares; 2026Q2: 16,111 shares; 2026Q3: 16,563 shares 16,563 $1.29M 0.01% +452 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,963 shares; 2025Q1: 13,394 shares; 2025Q2: 17,607 shares; 2025Q3: 21,496 shares; 2025Q4: 19,023 shares; 2026Q1: 20,258 shares; 2026Q2: 14,912 shares; 2026Q3: 15,063 shares 15,063 $1.28M 0.01% +151 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,301 shares; 2025Q1: 3,965 shares; 2025Q2: 5,132 shares; 2025Q3: 5,314 shares; 2025Q4: 5,589 shares; 2026Q1: 5,106 shares; 2026Q2: 6,027 shares; 2026Q3: 4,390 shares 4,390 $1.27M 0.01% -1,637 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 942 shares; 2025Q3: 443 shares; 2025Q4: 5,418 shares; 2026Q1: 6,538 shares; 2026Q2: 12,779 shares; 2026Q3: 16,764 shares 16,764 $1.26M 0.01% +3,985 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,109 shares; 2025Q1: 6,160 shares; 2025Q2: 6,912 shares; 2025Q3: 7,526 shares; 2025Q4: 7,178 shares; 2026Q1: 6,451 shares; 2026Q2: 4,940 shares; 2026Q3: 5,456 shares 5,456 $1.26M 0.01% +516 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,488 shares; 2025Q1: 28,464 shares; 2025Q2: 28,476 shares; 2025Q3: 28,488 shares; 2025Q4: 28,500 shares; 2026Q1: 37,952 shares; 2026Q2: 43,744 shares; 2026Q3: 24,915 shares 24,915 $1.25M 0.01% -18,829 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,364 shares; 2025Q1: 16,857 shares; 2025Q2: 19,640 shares; 2025Q3: 19,819 shares; 2025Q4: 19,129 shares; 2026Q1: 18,870 shares; 2026Q2: 17,171 shares; 2026Q3: 18,477 shares 18,477 $1.24M 0.01% +1,306 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,629 shares; 2025Q1: 5,576 shares; 2025Q2: 4,453 shares; 2025Q3: 4,564 shares; 2025Q4: 4,923 shares; 2026Q1: 7,976 shares; 2026Q2: 8,468 shares; 2026Q3: 8,284 shares 8,284 $1.23M 0.01% -184 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,675 shares; 2025Q1: 5,730 shares; 2025Q2: 6,466 shares; 2025Q3: 6,290 shares; 2025Q4: 6,611 shares; 2026Q1: 6,496 shares; 2026Q2: 6,273 shares; 2026Q3: 6,009 shares 6,009 $1.23M 0.01% -264 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 957 shares; 2025Q1: 1,115 shares; 2025Q2: 1,751 shares; 2025Q3: 1,760 shares; 2025Q4: 1,231 shares; 2026Q1: 1,300 shares; 2026Q2: 1,201 shares; 2026Q3: 1,281 shares 1,281 $1.22M 0.01% +80 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; 2024Q4: 32,589 shares; 2025Q1: 32,046 shares; 2025Q2: 32,527 shares; 2025Q3: 31,105 shares; 2025Q4: 31,638 shares; 2026Q1: 35,111 shares; 2026Q2: 37,415 shares; 2026Q3: 38,295 shares 38,295 $1.22M 0.01% +880 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,631 shares; 2025Q2: 3,908 shares; 2025Q3: 4,045 shares; 2025Q4: 4,227 shares; 2026Q1: 4,274 shares; 2026Q2: 4,343 shares; 2026Q3: 4,541 shares 4,541 $1.21M 0.01% +198 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 353,978 shares; 2025Q1: 370,629 shares; 2025Q2: 407,315 shares; 2025Q3: 127 shares; 2025Q4: 2,192 shares; 2026Q1: 24,573 shares; 2026Q2: 23,877 shares; 2026Q3: 23,773 shares 23,773 $1.2M 0.01% -104 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 231,046 shares; 2025Q1: 250,906 shares; 2025Q2: 255,394 shares; 2025Q3: 273,514 shares; 2025Q4: 293,685 shares; 2026Q1: 303,239 shares; 2026Q2: 109,976 shares; 2026Q3: 45,849 shares 45,849 $1.19M 0.01% -64,127 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,192 shares; 2025Q1: 41,454 shares; 2025Q2: 46,019 shares; 2025Q3: 44,748 shares; 2025Q4: 40,103 shares; 2026Q1: 39,091 shares; 2026Q2: 33,698 shares; 2026Q3: 25,843 shares 25,843 $1.19M 0.01% -7,855 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 780 shares; 2025Q1: 1,107 shares; 2025Q2: 625 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 12 shares; 2026Q2: not reported; 2026Q3: 22,066 shares 22,066 $1.18M 0.01% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,597 shares; 2025Q1: 5,623 shares; 2025Q2: 6,207 shares; 2025Q3: 6,582 shares; 2025Q4: 5,607 shares; 2026Q1: 5,331 shares; 2026Q2: 5,099 shares; 2026Q3: 5,111 shares 5,111 $1.16M 0.01% +12 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,052 shares; 2025Q1: 1,267 shares; 2025Q2: 608 shares; 2025Q3: 600 shares; 2025Q4: 571 shares; 2026Q1: 503 shares; 2026Q2: 1,299 shares; 2026Q3: 4,358 shares 4,358 $1.15M 0.01% +3,059 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,759 shares; 2025Q1: 2,658 shares; 2025Q2: 2,861 shares; 2025Q3: 2,821 shares; 2025Q4: 2,969 shares; 2026Q1: 12,622 shares; 2026Q2: 15,393 shares; 2026Q3: 16,404 shares 16,404 $1.15M 0.01% +1,011 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,465 shares; 2025Q1: 7,334 shares; 2025Q2: 7,736 shares; 2025Q3: 7,880 shares; 2025Q4: 7,054 shares; 2026Q1: 3,822 shares; 2026Q2: 3,747 shares; 2026Q3: 3,756 shares 3,756 $1.14M 0.01% +9 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,294 shares; 2025Q1: 4,752 shares; 2025Q2: 4,876 shares; 2025Q3: 4,707 shares; 2025Q4: 4,579 shares; 2026Q1: 4,574 shares; 2026Q2: 4,514 shares; 2026Q3: 4,811 shares 4,811 $1.14M 0.01% +297 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,874 shares; 2025Q1: 10,197 shares; 2025Q2: 11,237 shares; 2025Q3: 11,835 shares; 2025Q4: 10,346 shares; 2026Q1: 10,542 shares; 2026Q2: 7,690 shares; 2026Q3: 7,570 shares 7,570 $1.13M 0.01% -120 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,649 shares; 2025Q1: 9,581 shares; 2025Q2: 10,507 shares; 2025Q3: 10,507 shares; 2025Q4: 10,366 shares; 2026Q1: 8,078 shares; 2026Q2: 7,414 shares; 2026Q3: 6,992 shares 6,992 $1.11M 0.01% -422 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,715 shares; 2025Q1: 10,984 shares; 2025Q2: 13,348 shares; 2025Q3: 13,051 shares; 2025Q4: 13,960 shares; 2026Q1: 12,993 shares; 2026Q2: 12,364 shares; 2026Q3: 10,392 shares 10,392 $1.09M 0.01% -1,972 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,944 shares; 2025Q1: 3,749 shares; 2025Q2: 3,962 shares; 2025Q3: 4,258 shares; 2025Q4: 3,376 shares; 2026Q1: 3,612 shares; 2026Q2: 3,129 shares; 2026Q3: 2,837 shares 2,837 $1.08M 0.01% -292 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,026 shares; 2025Q1: 3,681 shares; 2025Q2: 4,212 shares; 2025Q3: 5,513 shares; 2025Q4: 5,238 shares; 2026Q1: 4,342 shares; 2026Q2: 5,320 shares; 2026Q3: 2,713 shares 2,713 $1.08M 0.01% -2,607 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,472 shares; 2025Q1: 36,996 shares; 2025Q2: 42,092 shares; 2025Q3: 45,290 shares; 2025Q4: 39,693 shares; 2026Q1: 28,716 shares; 2026Q2: 32,667 shares; 2026Q3: 30,818 shares 30,818 $1.08M 0.01% -1,849 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,770 shares; 2025Q3: 53,432 shares; 2025Q4: 48,314 shares; 2026Q1: 43,570 shares; 2026Q2: 28,003 shares; 2026Q3: 26,426 shares 26,426 $1.07M 0.01% -1,577 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,954 shares; 2025Q2: 4,108 shares; 2025Q3: 4,543 shares; 2025Q4: 4,729 shares; 2026Q1: 5,044 shares; 2026Q2: 5,476 shares; 2026Q3: 5,516 shares 5,516 $1.07M 0.01% +40 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 875 shares; 2025Q1: 1,022 shares; 2025Q2: 910 shares; 2025Q3: 966 shares; 2025Q4: 862 shares; 2026Q1: 807 shares; 2026Q2: 1,206 shares; 2026Q3: 4,574 shares 4,574 $1.07M 0.01% +3,368 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,961 shares; 2025Q1: 26,291 shares; 2025Q2: 29,012 shares; 2025Q3: 30,647 shares; 2025Q4: 26,467 shares; 2026Q1: 32,435 shares; 2026Q2: 32,589 shares; 2026Q3: 31,873 shares 31,873 $1.07M 0.01% -716 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,451 shares; 2025Q1: 3,044 shares; 2025Q2: 3,518 shares; 2025Q3: 3,623 shares; 2025Q4: 3,499 shares; 2026Q1: 3,991 shares; 2026Q2: 4,096 shares; 2026Q3: 3,882 shares 3,882 $1.06M 0.01% -214 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,672 shares; 2025Q1: 27,620 shares; 2025Q2: 30,718 shares; 2025Q3: 31,559 shares; 2025Q4: 33,976 shares; 2026Q1: 30,526 shares; 2026Q2: 30,493 shares; 2026Q3: 35,995 shares 35,995 $1.06M 0.01% +5,502 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,968 shares; 2025Q1: 613 shares; 2025Q2: 2,633 shares; 2025Q3: 4,854 shares; 2025Q4: 5,454 shares; 2026Q1: 15,026 shares; 2026Q2: 10,206 shares; 2026Q3: 11,578 shares 11,578 $1.06M 0.01% +1,372 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,175 shares; 2025Q1: 7,435 shares; 2025Q2: 7,829 shares; 2025Q3: 7,931 shares; 2025Q4: 7,654 shares; 2026Q1: 9,945 shares; 2026Q2: 7,823 shares; 2026Q3: 5,750 shares 5,750 $1.06M 0.01% -2,073 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,432 shares; 2025Q1: 3,084 shares; 2025Q2: 3,820 shares; 2025Q3: 4,094 shares; 2025Q4: 3,501 shares; 2026Q1: 3,410 shares; 2026Q2: 10,478 shares; 2026Q3: 13,552 shares 13,552 $1.06M 0.01% +3,074 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,088 shares; 2025Q1: 10,175 shares; 2025Q2: 10,749 shares; 2025Q3: 10,994 shares; 2025Q4: 10,788 shares; 2026Q1: 7,972 shares; 2026Q2: 6,405 shares; 2026Q3: 5,730 shares 5,730 $1.06M 0.01% -675 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,511 shares; 2025Q1: 3,377 shares; 2025Q2: 3,627 shares; 2025Q3: 3,607 shares; 2025Q4: 3,425 shares; 2026Q1: 2,835 shares; 2026Q2: 2,973 shares; 2026Q3: 3,082 shares 3,082 $1.04M 0.01% +109 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,904 shares; 2025Q1: 47,377 shares; 2025Q2: 50,672 shares; 2025Q3: 53,664 shares; 2025Q4: 53,095 shares; 2026Q1: 48,630 shares; 2026Q2: 47,266 shares; 2026Q3: 37,614 shares 37,614 $1.04M 0.01% -9,652 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,905 shares; 2025Q1: 4,820 shares; 2025Q2: 4,706 shares; 2025Q3: 4,860 shares; 2025Q4: 4,730 shares; 2026Q1: 5,994 shares; 2026Q2: 7,413 shares; 2026Q3: 6,339 shares 6,339 $1.03M 0.01% -1,074 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,322 shares; 2025Q1: 32,759 shares; 2025Q2: 37,602 shares; 2025Q3: 78,219 shares; 2025Q4: 77,603 shares; 2026Q1: 64,227 shares; 2026Q2: 66,517 shares; 2026Q3: 46,232 shares 46,232 $1.03M 0.01% -20,285 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 410 shares; 2025Q1: 2,957 shares; 2025Q2: 3,135 shares; 2025Q3: 3,232 shares; 2025Q4: 3,241 shares; 2026Q1: 3,402 shares; 2026Q2: 3,677 shares; 2026Q3: 3,662 shares 3,662 $1.03M 0.01% -15 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,270 shares; 2025Q1: 8,733 shares; 2025Q2: 16,959 shares; 2025Q3: 17,034 shares; 2025Q4: 17,288 shares; 2026Q1: 17,163 shares; 2026Q2: 19,610 shares; 2026Q3: 18,707 shares 18,707 $1.03M 0.01% -903 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; 2024Q4: 49 shares; 2025Q1: 52 shares; 2025Q2: 105 shares; 2025Q3: 150 shares; 2025Q4: 94 shares; 2026Q1: 89 shares; 2026Q2: 447 shares; 2026Q3: 4,868 shares 4,868 $1.01M 0.01% +4,421 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 991 shares; 2025Q1: 997 shares; 2025Q2: 1,003 shares; 2025Q3: 1,101 shares; 2025Q4: 1,210 shares; 2026Q1: 3,053 shares; 2026Q2: 3,112 shares; 2026Q3: 2,604 shares 2,604 $1.01M 0.01% -508 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; 2024Q4: 4,525 shares; 2025Q1: 8,137 shares; 2025Q2: 7,385 shares; 2025Q3: 6,333 shares; 2025Q4: 7,540 shares; 2026Q1: 7,540 shares; 2026Q2: 5,959 shares; 2026Q3: 5,413 shares 5,413 $1.01M 0.01% -546 Timeline ATHM AUTOHOME INC More: the full row for AUTOHOME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 456 shares; 2025Q1: 438 shares; 2025Q2: 566 shares; 2025Q3: 180 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,032 shares; 2026Q3: 46,944 shares 46,944 $998K 0.01% +912 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,638 shares; 2025Q1: 2,593 shares; 2025Q2: 2,778 shares; 2025Q3: 3,014 shares; 2025Q4: 3,014 shares; 2026Q1: 3,014 shares; 2026Q2: 3,014 shares; 2026Q3: 2,895 shares 2,895 $996K 0.01% -119 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,086 shares; 2025Q1: 6,839 shares; 2025Q2: 4,685 shares; 2025Q3: 4,763 shares; 2025Q4: 5,610 shares; 2026Q1: 9,953 shares; 2026Q2: 9,700 shares; 2026Q3: 6,938 shares 6,938 $989K 0.01% -2,762 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,839 shares; 2025Q1: 1,294 shares; 2025Q2: 2,195 shares; 2025Q3: 2,175 shares; 2025Q4: 5,419 shares; 2026Q1: 5,706 shares; 2026Q2: 5,744 shares; 2026Q3: 4,876 shares 4,876 $988K 0.01% -868 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,896 shares; 2025Q1: 58,760 shares; 2025Q2: 45,727 shares; 2025Q3: 30,269 shares; 2025Q4: 26,909 shares; 2026Q1: 18,480 shares; 2026Q2: 13,117 shares; 2026Q3: 11,016 shares 11,016 $987K 0.01% -2,101 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,467 shares; 2025Q1: 4,862 shares; 2025Q2: 5,230 shares; 2025Q3: 4,730 shares; 2025Q4: 5,144 shares; 2026Q1: 5,303 shares; 2026Q2: 3,954 shares; 2026Q3: 2,423 shares 2,423 $985K 0.01% -1,531 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 37 shares; 2025Q2: 644 shares; 2025Q3: 155 shares; 2025Q4: 241 shares; 2026Q1: 157 shares; 2026Q2: 9,462 shares; 2026Q3: 10,320 shares 10,320 $980K 0.01% +858 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; 2024Q4: 13,213 shares; 2025Q1: 15,315 shares; 2025Q2: 16,841 shares; 2025Q3: 17,448 shares; 2025Q4: 16,127 shares; 2026Q1: 11,351 shares; 2026Q2: 10,717 shares; 2026Q3: 9,728 shares 9,728 $980K 0.01% -989 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,635 shares; 2025Q1: 14,151 shares; 2025Q2: 16,194 shares; 2025Q3: 17,664 shares; 2025Q4: 16,356 shares; 2026Q1: 17,733 shares; 2026Q2: 16,657 shares; 2026Q3: 16,222 shares 16,222 $975K 0.01% -435 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,693 shares; 2025Q1: 36,060 shares; 2025Q2: 35,680 shares; 2025Q3: 35,680 shares; 2025Q4: 34,556 shares; 2026Q1: 31,574 shares; 2026Q2: 30,176 shares; 2026Q3: 27,897 shares 27,897 $975K 0.01% -2,279 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,910 shares; 2025Q1: 9,918 shares; 2025Q2: 9,911 shares; 2025Q3: 9,907 shares; 2025Q4: 9,878 shares; 2026Q1: 10,450 shares; 2026Q2: 8,646 shares; 2026Q3: 8,680 shares 8,680 $963K 0.01% +34 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,328 shares; 2025Q1: 3,971 shares; 2025Q2: 4,233 shares; 2025Q3: 4,459 shares; 2025Q4: 4,120 shares; 2026Q1: 4,339 shares; 2026Q2: 4,248 shares; 2026Q3: 4,201 shares 4,201 $954K 0.01% -47 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,081 shares; 2025Q1: 3,775 shares; 2025Q2: 4,824 shares; 2025Q3: 4,987 shares; 2025Q4: 4,733 shares; 2026Q1: 6,133 shares; 2026Q2: 5,577 shares; 2026Q3: 4,914 shares 4,914 $949K 0.01% -663 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,878 shares; 2025Q1: 7,376 shares; 2025Q2: 7,673 shares; 2025Q3: 8,342 shares; 2025Q4: 7,867 shares; 2026Q1: 8,443 shares; 2026Q2: 8,866 shares; 2026Q3: 7,875 shares 7,875 $945K 0.01% -991 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,245 shares; 2025Q1: 55,003 shares; 2025Q2: 52,096 shares; 2025Q3: 55,000 shares; 2025Q4: 81,731 shares; 2026Q1: 87,556 shares; 2026Q2: 98,875 shares; 2026Q3: 104,332 shares 104,332 $939K 0.01% +5,457 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,249 shares; 2025Q1: 21,368 shares; 2025Q2: 27,965 shares; 2025Q3: 42,984 shares; 2025Q4: 39,603 shares; 2026Q1: 3,417 shares; 2026Q2: 2,559 shares; 2026Q3: 2,448 shares 2,448 $935K 0.01% -111 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,906 shares; 2025Q1: 15,275 shares; 2025Q2: 14,913 shares; 2025Q3: 15,079 shares; 2025Q4: 15,233 shares; 2026Q1: 13,193 shares; 2026Q2: 13,139 shares; 2026Q3: 11,885 shares 11,885 $927K 0.01% -1,254 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,106 shares; 2025Q1: 3,984 shares; 2025Q2: 4,426 shares; 2025Q3: 4,691 shares; 2025Q4: 4,399 shares; 2026Q1: 4,113 shares; 2026Q2: 3,958 shares; 2026Q3: 3,703 shares 3,703 $912K 0.01% -255 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,218 shares; 2025Q1: 1,081 shares; 2025Q2: 964 shares; 2025Q3: 1,399 shares; 2025Q4: 1,193 shares; 2026Q1: 1,256 shares; 2026Q2: 780 shares; 2026Q3: 1,865 shares 1,865 $909K 0.01% +1,085 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,785 shares 15,785 $907K 0.01% new Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 31,004 shares; 2026Q1: 16,384 shares; 2026Q2: 764 shares; 2026Q3: 10,550 shares 10,550 $902K 0.01% +9,786 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,231 shares; 2025Q1: 12,976 shares; 2025Q2: 16,556 shares; 2025Q3: 15,944 shares; 2025Q4: 14,903 shares; 2026Q1: 15,939 shares; 2026Q2: 17,105 shares; 2026Q3: 15,307 shares 15,307 $894K 0.01% -1,798 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,807 shares; 2025Q1: 5,979 shares; 2025Q2: 6,631 shares; 2025Q3: 9,358 shares; 2025Q4: 7,980 shares; 2026Q1: 7,052 shares; 2026Q2: 7,552 shares; 2026Q3: 7,506 shares 7,506 $890K 0.01% -46 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,686 shares; 2025Q1: 13,705 shares; 2025Q2: 13,964 shares; 2025Q3: 13,686 shares; 2025Q4: 13,686 shares; 2026Q1: 13,716 shares; 2026Q2: 13,716 shares; 2026Q3: 13,716 shares 13,716 $889K 0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,544 shares; 2025Q1: 1,645 shares; 2025Q2: 1,790 shares; 2025Q3: 1,697 shares; 2025Q4: 1,594 shares; 2026Q1: 1,637 shares; 2026Q2: 1,764 shares; 2026Q3: 1,745 shares 1,745 $881K 0.01% -19 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 613 shares; 2025Q1: 862 shares; 2025Q2: 733 shares; 2025Q3: 620 shares; 2025Q4: 1,357 shares; 2026Q1: 1,305 shares; 2026Q2: 1,414 shares; 2026Q3: 1,446 shares 1,446 $881K 0.01% +32 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 533 shares; 2025Q1: 574 shares; 2025Q2: 2,802 shares; 2025Q3: 2,883 shares; 2025Q4: 2,774 shares; 2026Q1: 2,735 shares; 2026Q2: 2,772 shares; 2026Q3: 2,536 shares 2,536 $881K 0.01% -236 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,210 shares; 2025Q1: 1,498 shares; 2025Q2: 1,600 shares; 2025Q3: 1,722 shares; 2025Q4: 1,682 shares; 2026Q1: 1,655 shares; 2026Q2: 1,593 shares; 2026Q3: 1,446 shares 1,446 $878K 0.01% -147 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,503 shares; 2025Q1: 2,407 shares; 2025Q2: 2,562 shares; 2025Q3: 2,775 shares; 2025Q4: 2,432 shares; 2026Q1: 2,576 shares; 2026Q2: 2,937 shares; 2026Q3: 2,958 shares 2,958 $873K 0.01% +21 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 667 shares; 2025Q1: 833 shares; 2025Q2: 906 shares; 2025Q3: 926 shares; 2025Q4: 715 shares; 2026Q1: 730 shares; 2026Q2: 751 shares; 2026Q3: 641 shares 641 $864K 0.01% -110 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,833 shares; 2025Q1: 25,657 shares; 2025Q2: 24,198 shares; 2025Q3: 25,075 shares; 2025Q4: 23,799 shares; 2026Q1: 25,152 shares; 2026Q2: 25,545 shares; 2026Q3: 26,976 shares 26,976 $852K 0.01% +1,431 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,167 shares; 2025Q1: 3,925 shares; 2025Q2: 4,189 shares; 2025Q3: 4,321 shares; 2025Q4: 4,163 shares; 2026Q1: 3,990 shares; 2026Q2: 4,093 shares; 2026Q3: 2,586 shares 2,586 $850K 0.01% -1,507 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,659 shares; 2025Q1: 9,513 shares; 2025Q2: 9,513 shares; 2025Q3: 10,033 shares; 2025Q4: 11,167 shares; 2026Q1: 11,845 shares; 2026Q2: 10,719 shares; 2026Q3: 9,677 shares 9,677 $850K 0.01% -1,042 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,910 shares; 2025Q1: 2,563 shares; 2025Q2: 2,798 shares; 2025Q3: 2,843 shares; 2025Q4: 2,643 shares; 2026Q1: 2,439 shares; 2026Q2: 2,442 shares; 2026Q3: 2,236 shares 2,236 $849K 0.01% -206 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,847 shares; 2025Q1: 30,530 shares; 2025Q2: 32,552 shares; 2025Q3: 35,327 shares; 2025Q4: 27,958 shares; 2026Q1: 29,218 shares; 2026Q2: 28,056 shares; 2026Q3: 27,996 shares 27,996 $848K 0.01% -60 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,600 shares; 2025Q1: 6,247 shares; 2025Q2: 6,247 shares; 2025Q3: 6,637 shares; 2025Q4: 6,345 shares; 2026Q1: 6,908 shares; 2026Q2: 8,684 shares; 2026Q3: 7,427 shares 7,427 $846K 0.01% -1,257 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,101 shares; 2025Q1: 11,459 shares; 2025Q2: 11,260 shares; 2025Q3: 11,560 shares; 2025Q4: 10,943 shares; 2026Q1: 16,726 shares; 2026Q2: 16,936 shares; 2026Q3: 10,711 shares 10,711 $832K 0.01% -6,225 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,254 shares; 2025Q1: 16,252 shares; 2025Q2: 19,647 shares; 2025Q3: 19,830 shares; 2025Q4: 15,199 shares; 2026Q1: 15,322 shares; 2026Q2: 15,836 shares; 2026Q3: 15,559 shares 15,559 $831K 0.01% -277 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 306 shares; 2025Q1: 425 shares; 2025Q2: 486 shares; 2025Q3: 662 shares; 2025Q4: 662 shares; 2026Q1: 693 shares; 2026Q2: 686 shares; 2026Q3: 10,396 shares 10,396 $827K 0.01% +9,710 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; 2024Q4: 16,284 shares; 2025Q1: 16,820 shares; 2025Q2: 17,194 shares; 2025Q3: 17,076 shares; 2025Q4: 16,839 shares; 2026Q1: 16,403 shares; 2026Q2: 16,223 shares; 2026Q3: 15,195 shares 15,195 $825K 0.01% -1,028 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,981 shares; 2025Q1: 25,537 shares; 2025Q2: 62,536 shares; 2025Q3: 60,934 shares; 2025Q4: 100,392 shares; 2026Q1: 96,185 shares; 2026Q2: 94,980 shares; 2026Q3: 74,630 shares 74,630 $825K 0.01% -20,350 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; 2024Q4: 2,389 shares; 2025Q1: 2,389 shares; 2025Q2: 2,389 shares; 2025Q3: 2,389 shares; 2025Q4: 2,389 shares; 2026Q1: 2,290 shares; 2026Q2: 2,190 shares; 2026Q3: 11,586 shares 11,586 $817K 0.01% +9,396 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,052 shares; 2025Q1: 2,556 shares; 2025Q2: 2,808 shares; 2025Q3: 2,954 shares; 2025Q4: 2,913 shares; 2026Q1: 2,537 shares; 2026Q2: 2,471 shares; 2026Q3: 2,246 shares 2,246 $816K 0.01% -225 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,475 shares; 2025Q1: 13,256 shares; 2025Q2: 13,928 shares; 2025Q3: 15,974 shares; 2025Q4: 12,903 shares; 2026Q1: 11,895 shares; 2026Q2: 10,895 shares; 2026Q3: 8,679 shares 8,679 $815K 0.01% -2,216 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 877 shares; 2025Q2: 973 shares; 2025Q3: 2,176 shares; 2025Q4: 3,052 shares; 2026Q1: 3,274 shares; 2026Q2: 3,305 shares; 2026Q3: 3,413 shares 3,413 $813K 0.01% +108 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,726 shares; 2025Q1: 2,774 shares; 2025Q2: 3,166 shares; 2025Q3: 3,176 shares; 2025Q4: 1,921 shares; 2026Q1: 1,604 shares; 2026Q2: 3,165 shares; 2026Q3: 2,929 shares 2,929 $804K 0.01% -236 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,760 shares; 2025Q1: 1,954 shares; 2025Q2: 2,131 shares; 2025Q3: 2,745 shares; 2025Q4: 30,175 shares; 2026Q1: 32,363 shares; 2026Q2: 20,084 shares; 2026Q3: 11,543 shares 11,543 $803K 0.01% -8,541 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,076 shares; 2025Q1: 1,326 shares; 2025Q2: 1,477 shares; 2025Q3: 1,611 shares; 2025Q4: 1,579 shares; 2026Q1: 1,624 shares; 2026Q2: 1,829 shares; 2026Q3: 1,732 shares 1,732 $802K 0.01% -97 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 634 shares; 2025Q1: 573 shares; 2025Q2: 592 shares; 2025Q3: 568 shares; 2025Q4: 1,337 shares; 2026Q1: 425 shares; 2026Q2: 1,677 shares; 2026Q3: 1,533 shares 1,533 $801K 0.01% -144 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,967 shares; 2025Q1: 3,652 shares; 2025Q2: 3,542 shares; 2025Q3: 3,032 shares; 2025Q4: 2,020 shares; 2026Q1: 3,451 shares; 2026Q2: 3,833 shares; 2026Q3: 3,604 shares 3,604 $801K 0.01% -229 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,397 shares; 2025Q1: 30,751 shares; 2025Q2: 22,334 shares; 2025Q3: 23,783 shares; 2025Q4: 24,574 shares; 2026Q1: 23,858 shares; 2026Q2: 22,424 shares; 2026Q3: 16,627 shares 16,627 $800K 0.01% -5,797 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,662 shares; 2025Q1: 4,634 shares; 2025Q2: 4,966 shares; 2025Q3: 5,339 shares; 2025Q4: 5,137 shares; 2026Q1: 5,300 shares; 2026Q2: 5,104 shares; 2026Q3: 5,026 shares 5,026 $794K 0.01% -78 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,778 shares; 2025Q1: 5,344 shares; 2025Q2: 4,475 shares; 2025Q3: 4,468 shares; 2025Q4: 4,549 shares; 2026Q1: 4,089 shares; 2026Q2: 3,780 shares; 2026Q3: 3,072 shares 3,072 $793K 0.01% -708 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 790 shares; 2025Q1: 895 shares; 2025Q2: 806 shares; 2025Q3: 1,324 shares; 2025Q4: 1,027 shares; 2026Q1: 1,183 shares; 2026Q2: 1,476 shares; 2026Q3: 2,844 shares 2,844 $787K 0.01% +1,368 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,265 shares; 2025Q1: 1,352 shares; 2025Q2: 1,954 shares; 2025Q3: 1,955 shares; 2025Q4: 1,906 shares; 2026Q1: 1,874 shares; 2026Q2: 1,489 shares; 2026Q3: 3,651 shares 3,651 $785K 0.01% +2,162 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,180 shares; 2025Q1: 11,180 shares; 2025Q2: 11,180 shares; 2025Q3: 12,612 shares; 2025Q4: 13,659 shares; 2026Q1: 13,617 shares; 2026Q2: 13,617 shares; 2026Q3: 13,617 shares 13,617 $780K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,069 shares; 2025Q1: 2,471 shares; 2025Q2: 3,012 shares; 2025Q3: 3,284 shares; 2025Q4: 2,795 shares; 2026Q1: 9,291 shares; 2026Q2: 10,583 shares; 2026Q3: 10,108 shares 10,108 $778K 0.01% -475 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,474 shares; 2026Q1: 29,073 shares; 2026Q2: 29,638 shares; 2026Q3: 30,691 shares 30,691 $775K 0.01% +1,053 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; 2024Q4: 2,789 shares; 2025Q1: 3,300 shares; 2025Q2: 3,463 shares; 2025Q3: 3,712 shares; 2025Q4: 3,607 shares; 2026Q1: 3,801 shares; 2026Q2: 3,659 shares; 2026Q3: 3,669 shares 3,669 $775K 0.01% +10 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,183 shares; 2025Q1: 62,528 shares; 2025Q2: 66,410 shares; 2025Q3: 68,528 shares; 2025Q4: 64,094 shares; 2026Q1: 55,233 shares; 2026Q2: 49,730 shares; 2026Q3: 42,653 shares 42,653 $774K 0.01% -7,077 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; 2024Q4: 18,588 shares; 2025Q1: 19,219 shares; 2025Q2: 22,057 shares; 2025Q3: 21,915 shares; 2025Q4: 19,239 shares; 2026Q1: 14,930 shares; 2026Q2: 13,704 shares; 2026Q3: 12,729 shares 12,729 $770K 0.01% -975 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,771 shares; 2025Q1: 1,733 shares; 2025Q2: 1,673 shares; 2025Q3: 1,722 shares; 2025Q4: 1,697 shares; 2026Q1: 1,506 shares; 2026Q2: 1,429 shares; 2026Q3: 10,324 shares 10,324 $768K 0.01% +8,895 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,942 shares; 2025Q1: 26,187 shares; 2025Q2: 25,457 shares; 2025Q3: 28,801 shares; 2025Q4: 29,800 shares; 2026Q1: 18,916 shares; 2026Q2: 13,847 shares; 2026Q3: 11,988 shares 11,988 $766K 0.01% -1,859 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,563 shares; 2025Q1: 3,159 shares; 2025Q2: 4,293 shares; 2025Q3: 4,378 shares; 2025Q4: 4,334 shares; 2026Q1: 4,676 shares; 2026Q2: 4,662 shares; 2026Q3: 8,794 shares 8,794 $764K 0.01% +4,132 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,701 shares; 2025Q1: 7,811 shares; 2025Q2: 14,628 shares; 2025Q3: 36,563 shares; 2025Q4: 36,419 shares; 2026Q1: 32,743 shares; 2026Q2: 32,329 shares; 2026Q3: 31,702 shares 31,702 $763K 0.01% -627 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,390 shares; 2025Q1: 6,465 shares; 2025Q2: 6,745 shares; 2025Q3: 6,506 shares; 2025Q4: 6,415 shares; 2026Q1: 7,911 shares; 2026Q2: 7,717 shares; 2026Q3: 6,149 shares 6,149 $762K 0.01% -1,568 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 987 shares; 2025Q2: 1,400 shares; 2025Q3: 704 shares; 2025Q4: 5,938 shares; 2026Q1: 5,539 shares; 2026Q2: 1,606 shares; 2026Q3: 12,289 shares 12,289 $753K 0.01% +10,683 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,741 shares; 2025Q1: 23,834 shares; 2025Q2: 22,547 shares; 2025Q3: 22,134 shares; 2025Q4: 18,093 shares; 2026Q1: 16,171 shares; 2026Q2: 16,168 shares; 2026Q3: 11,990 shares 11,990 $748K 0.01% -4,178 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,878 shares; 2025Q1: 1,853 shares; 2025Q2: 1,309 shares; 2025Q3: 2,128 shares; 2025Q4: 1,676 shares; 2026Q1: 15,958 shares; 2026Q2: 19,214 shares; 2026Q3: 17,927 shares 17,927 $746K 0.01% -1,287 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,950 shares; 2025Q1: 25,716 shares; 2025Q2: 26,296 shares; 2025Q3: 26,846 shares; 2025Q4: 27,386 shares; 2026Q1: 27,939 shares; 2026Q2: 28,474 shares; 2026Q3: 29,015 shares 29,015 $745K 0.01% +541 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,513 shares; 2025Q1: 7,786 shares; 2025Q2: 5,328 shares; 2025Q3: 5,582 shares; 2025Q4: 5,276 shares; 2026Q1: 6,547 shares; 2026Q2: 6,573 shares; 2026Q3: 6,994 shares 6,994 $744K 0.01% +421 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,687 shares; 2025Q1: 55,747 shares; 2025Q2: 55,747 shares; 2025Q3: 54,782 shares; 2025Q4: 42,354 shares; 2026Q1: 41,464 shares; 2026Q2: 39,068 shares; 2026Q3: 39,068 shares 39,068 $736K 0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,449 shares; 2025Q1: 45,662 shares; 2025Q2: 46,240 shares; 2025Q3: 44,244 shares; 2025Q4: 40,452 shares; 2026Q1: 36,178 shares; 2026Q2: 36,138 shares; 2026Q3: 36,819 shares 36,819 $730K 0.01% +681 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,854 shares; 2025Q1: 68,622 shares; 2025Q2: 68,622 shares; 2025Q3: 71,922 shares; 2025Q4: 64,854 shares; 2026Q1: 64,854 shares; 2026Q2: 64,854 shares; 2026Q3: 61,301 shares 61,301 $729K 0.01% -3,553 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 38,148 shares 38,148 $729K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,288 shares; 2025Q1: 5,691 shares; 2025Q2: 5,366 shares; 2025Q3: 4,728 shares; 2025Q4: 4,806 shares; 2026Q1: 4,380 shares; 2026Q2: 7,548 shares; 2026Q3: 6,143 shares 6,143 $729K 0.01% -1,405 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; 2024Q4: 19,467 shares; 2025Q1: 19,634 shares; 2025Q2: 18,674 shares; 2025Q3: 18,080 shares; 2025Q4: 17,390 shares; 2026Q1: 18,307 shares; 2026Q2: 8,103 shares; 2026Q3: 8,704 shares 8,704 $726K 0.01% +601 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,304 shares; 2025Q1: 1,188 shares; 2025Q2: 16,296 shares; 2025Q3: 16,373 shares; 2025Q4: 16,458 shares; 2026Q1: 21,623 shares; 2026Q2: 22,003 shares; 2026Q3: 21,767 shares 21,767 $725K 0.01% -236 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 752 shares; 2025Q1: 911 shares; 2025Q2: 784 shares; 2025Q3: 655 shares; 2025Q4: 574 shares; 2026Q1: 781 shares; 2026Q2: 709 shares; 2026Q3: 438 shares 438 $724K 0.01% -271 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,553 shares; 2025Q1: 3,571 shares; 2025Q2: 3,636 shares; 2025Q3: 3,841 shares; 2025Q4: 3,717 shares; 2026Q1: 3,702 shares; 2026Q2: 3,368 shares; 2026Q3: 2,816 shares 2,816 $719K 0.01% -552 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,371 shares; 2026Q1: 13,094 shares; 2026Q2: 13,959 shares; 2026Q3: 11,834 shares 11,834 $719K 0.01% -2,125 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,022 shares 4,022 $719K 0.01% new Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,729 shares; 2025Q1: 4,739 shares; 2025Q2: 5,083 shares; 2025Q3: 5,489 shares; 2025Q4: 4,343 shares; 2026Q1: 4,356 shares; 2026Q2: 4,169 shares; 2026Q3: 4,172 shares 4,172 $709K 0.01% +3 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,496 shares; 2025Q1: 30,231 shares; 2025Q2: 21,392 shares; 2025Q3: 27,086 shares; 2025Q4: 24,377 shares; 2026Q1: 36,918 shares; 2026Q2: 40,736 shares; 2026Q3: 25,424 shares 25,424 $709K 0.01% -15,312 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,507 shares; 2025Q1: 4,041 shares; 2025Q2: 4,304 shares; 2025Q3: 4,592 shares; 2025Q4: 4,455 shares; 2026Q1: 4,259 shares; 2026Q2: 3,789 shares; 2026Q3: 3,366 shares 3,366 $706K 0.01% -423 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,027 shares; 2025Q1: 3,420 shares; 2025Q2: 3,632 shares; 2025Q3: 1,994 shares; 2025Q4: 1,838 shares; 2026Q1: 1,967 shares; 2026Q2: 1,728 shares; 2026Q3: 1,456 shares 1,456 $704K 0.01% -272 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,102 shares 6,102 $704K 0.01% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,996 shares; 2025Q1: 4,242 shares; 2025Q2: 3,979 shares; 2025Q3: 4,121 shares; 2025Q4: 4,355 shares; 2026Q1: 4,725 shares; 2026Q2: 4,666 shares; 2026Q3: 4,801 shares 4,801 $703K 0.01% +135 Timeline WHF WHITEHORSE FIN INC More: the full row for WHITEHORSE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,454 shares; 2025Q1: 66,782 shares; 2025Q2: 67,437 shares; 2025Q3: 75,437 shares; 2025Q4: 95,601 shares; 2026Q1: 95,601 shares; 2026Q2: 95,601 shares; 2026Q3: 100,601 shares 100,601 $703K 0.01% +5,000 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,275 shares; 2025Q1: 1,699 shares; 2025Q2: 1,805 shares; 2025Q3: 1,892 shares; 2025Q4: 1,908 shares; 2026Q1: 1,834 shares; 2026Q2: 1,857 shares; 2026Q3: 1,823 shares 1,823 $702K 0.01% -34 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,811 shares; 2025Q1: 2,379 shares; 2025Q2: 2,759 shares; 2025Q3: 4,744 shares; 2025Q4: 3,799 shares; 2026Q1: 5,314 shares; 2026Q2: 4,975 shares; 2026Q3: 4,728 shares 4,728 $701K 0.01% -247 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57 shares; 2025Q1: 60 shares; 2025Q2: 109 shares; 2025Q3: 114 shares; 2025Q4: 101 shares; 2026Q1: 583 shares; 2026Q2: 1,802 shares; 2026Q3: 1,869 shares 1,869 $698K 0.01% +67 Timeline ACHV ACHIEVE LIFE SCIENCE INC More: the full row for ACHIEVE LIFE SCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99,130 shares; 2025Q4: 85,888 shares; 2026Q1: 85,888 shares; 2026Q2: 85,888 shares; 2026Q3: 85,888 shares 85,888 $695K 0.01% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 338 shares; 2025Q1: 400 shares; 2025Q2: 21,380 shares; 2025Q3: 21,555 shares; 2025Q4: 21,457 shares; 2026Q1: 30,704 shares; 2026Q2: 33,143 shares; 2026Q3: 32,416 shares 32,416 $693K 0.01% -727 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,386 shares; 2025Q1: 2,808 shares; 2025Q2: 2,281 shares; 2025Q3: 2,465 shares; 2025Q4: 2,144 shares; 2026Q1: 2,047 shares; 2026Q2: 1,907 shares; 2026Q3: 1,643 shares 1,643 $693K 0.01% -264 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,288 shares; 2025Q1: 13,531 shares; 2025Q2: 15,014 shares; 2025Q3: 15,056 shares; 2025Q4: 13,194 shares; 2026Q1: 11,878 shares; 2026Q2: 11,012 shares; 2026Q3: 10,929 shares 10,929 $692K 0.01% -83 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,122 shares; 2025Q1: 4,989 shares; 2025Q2: 4,973 shares; 2025Q3: 5,301 shares; 2025Q4: 5,130 shares; 2026Q1: 5,097 shares; 2026Q2: 5,120 shares; 2026Q3: 4,860 shares 4,860 $689K 0.01% -260 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,089 shares; 2025Q1: 1,188 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 9,560 shares; 2026Q1: 3,302 shares; 2026Q2: 2,308 shares; 2026Q3: 7,442 shares 7,442 $685K 0.01% +5,134 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,221 shares; 2025Q1: 77,678 shares; 2025Q2: 99,341 shares; 2025Q3: 137,738 shares; 2025Q4: 85,486 shares; 2026Q1: 75,486 shares; 2026Q2: 39,924 shares; 2026Q3: 27,826 shares 27,826 $681K 0.01% -12,098 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,518 shares; 2025Q1: 2,479 shares; 2025Q2: 26,772 shares; 2025Q3: 25,221 shares; 2025Q4: 16,671 shares; 2026Q1: 26,923 shares; 2026Q2: 47,130 shares; 2026Q3: 45,267 shares 45,267 $681K 0.01% -1,863 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,510 shares; 2025Q1: 19,453 shares; 2025Q2: 20,557 shares; 2025Q3: 21,660 shares; 2025Q4: 18,157 shares; 2026Q1: 17,799 shares; 2026Q2: 14,767 shares; 2026Q3: 14,874 shares 14,874 $676K 0.01% +107 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,940 shares; 2025Q1: 7,609 shares; 2025Q2: 8,077 shares; 2025Q3: 8,334 shares; 2025Q4: 7,537 shares; 2026Q1: 10,376 shares; 2026Q2: 12,007 shares; 2026Q3: 11,714 shares 11,714 $676K 0.01% -293 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,181 shares; 2025Q1: 1,584 shares; 2025Q2: 1,957 shares; 2025Q3: 2,054 shares; 2025Q4: 1,822 shares; 2026Q1: 1,922 shares; 2026Q2: 1,977 shares; 2026Q3: 1,935 shares 1,935 $675K 0.01% -42 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,101 shares; 2025Q1: 2,101 shares; 2025Q2: 2,316 shares; 2025Q3: 2,101 shares; 2025Q4: 2,067 shares; 2026Q1: 2,067 shares; 2026Q2: 2,080 shares; 2026Q3: 7,166 shares 7,166 $673K 0.01% +5,086 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,272 shares; 2025Q2: 5,548 shares; 2025Q3: 5,997 shares; 2025Q4: 5,734 shares; 2026Q1: 5,150 shares; 2026Q2: 8,123 shares; 2026Q3: 8,303 shares 8,303 $672K 0.01% +180 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,414 shares; 2026Q2: 15,636 shares; 2026Q3: 15,331 shares 15,331 $671K 0.01% -305 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,814 shares; 2025Q1: 20,307 shares; 2025Q2: 20,307 shares; 2025Q3: 19,098 shares; 2025Q4: 16,321 shares; 2026Q1: 17,196 shares; 2026Q2: 17,196 shares; 2026Q3: 17,196 shares 17,196 $669K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,023 shares; 2025Q1: 393 shares; 2025Q2: 3,529 shares; 2025Q3: 4,375 shares; 2025Q4: 4,529 shares; 2026Q1: 7,015 shares; 2026Q2: 2,501 shares; 2026Q3: 1,964 shares 1,964 $667K 0.01% -537 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,855 shares; 2025Q1: 21,926 shares; 2025Q2: 21,961 shares; 2025Q3: 22,375 shares; 2025Q4: 22,650 shares; 2026Q1: 22,489 shares; 2026Q2: 22,521 shares; 2026Q3: 22,555 shares 22,555 $661K 0.01% +34 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,560 shares; 2025Q1: 1,568 shares; 2025Q2: 1,335 shares; 2025Q3: 1,320 shares; 2025Q4: 1,264 shares; 2026Q1: 1,441 shares; 2026Q2: 1,485 shares; 2026Q3: 1,587 shares 1,587 $660K 0.01% +102 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,428 shares; 2025Q1: 4,967 shares; 2025Q2: 6,777 shares; 2025Q3: 6,939 shares; 2025Q4: 1,760 shares; 2026Q1: 1,804 shares; 2026Q2: 4,018 shares; 2026Q3: 2,495 shares 2,495 $659K 0.01% -1,523 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,085 shares; 2026Q1: 7,808 shares; 2026Q2: 8,160 shares; 2026Q3: 7,811 shares 7,811 $658K 0.01% -349 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,517 shares; 2025Q1: 1,549 shares; 2025Q2: 1,715 shares; 2025Q3: 1,777 shares; 2025Q4: 1,816 shares; 2026Q1: 5,238 shares; 2026Q2: 6,122 shares; 2026Q3: 5,662 shares 5,662 $657K 0.01% -460 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,475 shares; 2026Q1: 5,151 shares; 2026Q2: 5,153 shares; 2026Q3: 5,209 shares 5,209 $655K 0.01% +56 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,190 shares; 2025Q1: 9,109 shares; 2025Q2: 10,073 shares; 2025Q3: 10,415 shares; 2025Q4: 9,334 shares; 2026Q1: 9,078 shares; 2026Q2: 9,046 shares; 2026Q3: 7,523 shares 7,523 $642K 0.01% -1,523 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,348 shares; 2025Q1: 15,675 shares; 2025Q2: 19,345 shares; 2025Q3: 18,778 shares; 2025Q4: 16,623 shares; 2026Q1: 37,227 shares; 2026Q2: 39,408 shares; 2026Q3: 33,692 shares 33,692 $638K 0.01% -5,716 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,458 shares; 2025Q1: 15,153 shares; 2025Q2: 16,969 shares; 2025Q3: 17,636 shares; 2025Q4: 19,611 shares; 2026Q1: 17,961 shares; 2026Q2: 15,281 shares; 2026Q3: 13,567 shares 13,567 $631K 0.01% -1,714 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,408 shares; 2026Q1: 8,431 shares; 2026Q2: 8,572 shares; 2026Q3: 7,316 shares 7,316 $626K 0.01% -1,256 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,223 shares; 2025Q1: 1,201 shares; 2025Q2: 1,213 shares; 2025Q3: 1,216 shares; 2025Q4: 1,139 shares; 2026Q1: 1,174 shares; 2026Q2: 1,132 shares; 2026Q3: 1,431 shares 1,431 $623K 0.01% +299 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,374 shares; 2025Q1: 6,069 shares; 2025Q2: 6,710 shares; 2025Q3: 7,050 shares; 2025Q4: 6,946 shares; 2026Q1: 8,751 shares; 2026Q2: 9,238 shares; 2026Q3: 8,034 shares 8,034 $618K 0.01% -1,204 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,243 shares; 2025Q1: 3,443 shares; 2025Q2: 3,628 shares; 2025Q3: 2,793 shares; 2025Q4: 2,628 shares; 2026Q1: 2,434 shares; 2026Q2: 2,335 shares; 2026Q3: 2,311 shares 2,311 $617K 0.01% -24 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,509 shares; 2025Q1: 6,776 shares; 2025Q2: 7,057 shares; 2025Q3: 7,633 shares; 2025Q4: 7,435 shares; 2026Q1: 7,526 shares; 2026Q2: 7,324 shares; 2026Q3: 7,284 shares 7,284 $611K 0.01% -40 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,124 shares; 2025Q1: 2,557 shares; 2025Q2: 2,757 shares; 2025Q3: 3,454 shares; 2025Q4: 3,540 shares; 2026Q1: 3,641 shares; 2026Q2: 3,641 shares; 2026Q3: 3,332 shares 3,332 $611K 0.01% -309 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,931 shares; 2025Q1: 9,437 shares; 2025Q2: 8,800 shares; 2025Q3: 8,085 shares; 2025Q4: 7,167 shares; 2026Q1: 6,589 shares; 2026Q2: 7,962 shares; 2026Q3: 8,103 shares 8,103 $610K 0.01% +141 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,076 shares; 2025Q1: 2,153 shares; 2025Q2: 2,086 shares; 2025Q3: 3,535 shares; 2025Q4: 2,229 shares; 2026Q1: 2,207 shares; 2026Q2: 1,843 shares; 2026Q3: 1,532 shares 1,532 $606K 0.01% -311 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,147 shares; 2025Q1: 3,888 shares; 2025Q2: 4,544 shares; 2025Q3: 4,727 shares; 2025Q4: 4,752 shares; 2026Q1: 4,625 shares; 2026Q2: 4,357 shares; 2026Q3: 4,408 shares 4,408 $602K 0.01% +51 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,003 shares; 2025Q1: 4,961 shares; 2025Q2: 6,771 shares; 2025Q3: 4,176 shares; 2025Q4: 2,654 shares; 2026Q1: 2,992 shares; 2026Q2: 8,054 shares; 2026Q3: 6,994 shares 6,994 $599K 0.01% -1,060 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,765 shares; 2025Q1: 2,087 shares; 2025Q2: 1,950 shares; 2025Q3: 13,485 shares; 2025Q4: 13,982 shares; 2026Q1: 13,646 shares; 2026Q2: 13,586 shares; 2026Q3: 13,097 shares 13,097 $596K 0.01% -489 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,965 shares; 2025Q1: 12,965 shares; 2025Q2: 12,430 shares; 2025Q3: 11,970 shares; 2025Q4: 11,475 shares; 2026Q1: 11,475 shares; 2026Q2: 10,585 shares; 2026Q3: 10,585 shares 10,585 $595K 0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,628 shares; 2025Q1: 25,876 shares; 2025Q2: 15,938 shares; 2025Q3: 16,132 shares; 2025Q4: 15,182 shares; 2026Q1: 14,240 shares; 2026Q2: 14,157 shares; 2026Q3: 44,272 shares 44,272 $594K 0.01% +30,115 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,155 shares; 2025Q1: 1,364 shares; 2025Q2: 1,490 shares; 2025Q3: 1,704 shares; 2025Q4: 8,059 shares; 2026Q1: 5,434 shares; 2026Q2: 5,910 shares; 2026Q3: 4,419 shares 4,419 $592K 0.01% -1,491 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,011 shares; 2025Q1: 20,129 shares; 2025Q2: 19,910 shares; 2025Q3: 15,785 shares; 2025Q4: 5,285 shares; 2026Q1: 5,619 shares; 2026Q2: 4,316 shares; 2026Q3: 6,335 shares 6,335 $592K 0.01% +2,019 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,431 shares; 2025Q1: 17,319 shares; 2025Q2: 34,487 shares; 2025Q3: 36,650 shares; 2025Q4: 33,186 shares; 2026Q1: 31,099 shares; 2026Q2: 33,446 shares; 2026Q3: 25,120 shares 25,120 $591K 0.01% -8,326 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,751 shares; 2025Q1: 2,563 shares; 2025Q2: 2,581 shares; 2025Q3: 2,561 shares; 2025Q4: 2,364 shares; 2026Q1: 5,151 shares; 2026Q2: 5,500 shares; 2026Q3: 2,651 shares 2,651 $588K 0.01% -2,849 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,765 shares; 2025Q1: 3,867 shares; 2025Q2: 3,806 shares; 2025Q3: 3,852 shares; 2025Q4: 3,808 shares; 2026Q1: 3,731 shares; 2026Q2: 3,722 shares; 2026Q3: 3,724 shares 3,724 $586K 0.01% +2 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: 2,808 shares; 2026Q1: not reported; 2026Q2: 94 shares; 2026Q3: 15,036 shares 15,036 $583K 0.01% +14,942 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,600 shares; 2025Q1: 7,601 shares; 2025Q2: 6,922 shares; 2025Q3: 6,916 shares; 2025Q4: 6,895 shares; 2026Q1: 6,937 shares; 2026Q2: 6,578 shares; 2026Q3: 6,578 shares 6,578 $580K 0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112,700 shares; 2025Q1: 144,831 shares; 2025Q2: 171,624 shares; 2025Q3: 196,934 shares; 2025Q4: 185,808 shares; 2026Q1: 179,815 shares; 2026Q2: 203,872 shares; 2026Q3: 198,320 shares 198,320 $579K 0.01% -5,552 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,819 shares; 2025Q1: 8,178 shares; 2025Q2: 8,706 shares; 2025Q3: 9,438 shares; 2025Q4: 7,164 shares; 2026Q1: 9,443 shares; 2026Q2: 6,473 shares; 2026Q3: 5,012 shares 5,012 $577K 0.01% -1,461 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,097 shares; 2025Q1: 12,783 shares; 2025Q2: 14,209 shares; 2025Q3: 15,857 shares; 2025Q4: 14,178 shares; 2026Q1: 18,049 shares; 2026Q2: 23,417 shares; 2026Q3: 26,490 shares 26,490 $576K 0.01% +3,073 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,651 shares; 2025Q1: 3,494 shares; 2025Q2: 3,784 shares; 2025Q3: 4,044 shares; 2025Q4: 3,856 shares; 2026Q1: 4,016 shares; 2026Q2: 3,926 shares; 2026Q3: 4,548 shares 4,548 $575K 0.01% +622 Timeline DMAC DIAMEDICA THERAPEUTICS INC More: the full row for DIAMEDICA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,122 shares; 2025Q1: 69,122 shares; 2025Q2: 69,122 shares; 2025Q3: 69,122 shares; 2025Q4: 69,122 shares; 2026Q1: 69,122 shares; 2026Q2: 69,122 shares; 2026Q3: 69,122 shares 69,122 $572K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,360 shares; 2025Q1: 6,616 shares; 2025Q2: 6,090 shares; 2025Q3: 7,361 shares; 2025Q4: 8,049 shares; 2026Q1: 8,142 shares; 2026Q2: 8,408 shares; 2026Q3: 12,035 shares 12,035 $570K 0.01% +3,627 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 14,283 shares; 2025Q4: 14,975 shares; 2026Q1: 14,992 shares; 2026Q2: 16,662 shares; 2026Q3: 17,457 shares 17,457 $565K 0.01% +795 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,064 shares; 2025Q1: 1,438 shares; 2025Q2: 1,517 shares; 2025Q3: 1,607 shares; 2025Q4: 1,430 shares; 2026Q1: 1,553 shares; 2026Q2: 1,571 shares; 2026Q3: 1,496 shares 1,496 $565K 0.01% -75 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,072 shares; 2025Q1: 2,062 shares; 2025Q2: 2,486 shares; 2025Q3: 2,666 shares; 2025Q4: 2,487 shares; 2026Q1: 2,479 shares; 2026Q2: 2,394 shares; 2026Q3: 2,409 shares 2,409 $562K 0.01% +15 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,985 shares; 2025Q1: 1,924 shares; 2025Q2: 4,443 shares; 2025Q3: 4,557 shares; 2025Q4: 4,908 shares; 2026Q1: 5,100 shares; 2026Q2: 5,072 shares; 2026Q3: 5,004 shares 5,004 $562K 0.01% -68 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,058 shares; 2026Q2: not reported; 2026Q3: 30,245 shares 30,245 $559K 0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,303 shares; 2025Q1: 8,621 shares; 2025Q2: 8,939 shares; 2025Q3: 8,980 shares; 2025Q4: 8,389 shares; 2026Q1: 10,231 shares; 2026Q2: 10,151 shares; 2026Q3: 8,953 shares 8,953 $556K 0.01% -1,198 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,079 shares; 2025Q1: 1,103 shares; 2025Q2: 496 shares; 2025Q3: 1,299 shares; 2025Q4: 1,104 shares; 2026Q1: 1,479 shares; 2026Q2: 1,391 shares; 2026Q3: 1,277 shares 1,277 $555K 0.01% -114 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,598 shares; 2025Q1: 3,841 shares; 2025Q2: 3,868 shares; 2025Q3: 4,163 shares; 2025Q4: 4,169 shares; 2026Q1: 1,622 shares; 2026Q2: 1,562 shares; 2026Q3: 1,850 shares 1,850 $555K 0.01% +288 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 283 shares; 2025Q1: 320 shares; 2025Q2: 430 shares; 2025Q3: 297 shares; 2025Q4: 426 shares; 2026Q1: 351 shares; 2026Q2: 191 shares; 2026Q3: 1,586 shares 1,586 $554K 0.01% +1,395 Timeline TBBB BBB FOODS INC More: the full row for BBB FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,949 shares; 2025Q2: 10,513 shares; 2025Q3: 11,170 shares; 2025Q4: 10,646 shares; 2026Q1: 10,025 shares; 2026Q2: 10,025 shares; 2026Q3: 10,338 shares 10,338 $544K 0.01% +313 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,389 shares; 2025Q1: 2,472 shares; 2025Q2: 2,532 shares; 2025Q3: 2,762 shares; 2025Q4: 2,501 shares; 2026Q1: 3,230 shares; 2026Q2: 3,832 shares; 2026Q3: 4,232 shares 4,232 $540K 0.01% +400 Timeline NIQ NIQ GLOBAL INTELLIGENCE PLC More: the full row for NIQ GLOBAL INTELLIGENCE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,786 shares; 2026Q1: 28,734 shares; 2026Q2: 36,265 shares; 2026Q3: 31,733 shares 31,733 $540K 0.01% -4,532 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,650 shares; 2025Q1: 1,797 shares; 2025Q2: 1,805 shares; 2025Q3: 1,890 shares; 2025Q4: 1,785 shares; 2026Q1: 1,788 shares; 2026Q2: 1,968 shares; 2026Q3: 1,865 shares 1,865 $537K 0.01% -103 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,038 shares; 2025Q1: 11,307 shares; 2025Q2: 12,708 shares; 2025Q3: 9,940 shares; 2025Q4: 9,586 shares; 2026Q1: 12,644 shares; 2026Q2: 11,611 shares; 2026Q3: 10,982 shares 10,982 $536K 0.01% -629 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,476 shares; 2025Q1: 10,980 shares; 2025Q2: 10,539 shares; 2025Q3: 9,808 shares; 2025Q4: 9,837 shares; 2026Q1: 9,795 shares; 2026Q2: 9,758 shares; 2026Q3: 9,711 shares 9,711 $534K 0.01% -47 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,224 shares; 2025Q1: 4,935 shares; 2025Q2: 7,591 shares; 2025Q3: 8,254 shares; 2025Q4: 4,741 shares; 2026Q1: 5,153 shares; 2026Q2: 3,874 shares; 2026Q3: 3,444 shares 3,444 $534K 0.01% -430 Timeline BSAC BANCO SANTANDER CHILE NEW More: the full row for BANCO SANTANDER CHILE NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,609 shares; 2025Q1: 16,540 shares; 2025Q2: 17,993 shares; 2025Q3: 18,122 shares; 2025Q4: 16,904 shares; 2026Q1: 15,663 shares; 2026Q2: 15,814 shares; 2026Q3: 15,985 shares 15,985 $533K 0.01% +171 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,403 shares; 2025Q1: 2,381 shares; 2025Q2: 2,396 shares; 2025Q3: 2,404 shares; 2025Q4: 2,392 shares; 2026Q1: 2,267 shares; 2026Q2: 2,458 shares; 2026Q3: 2,096 shares 2,096 $532K 0.01% -362 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 310 shares; 2025Q1: 338 shares; 2025Q2: 401 shares; 2025Q3: 863 shares; 2025Q4: 1,305 shares; 2026Q1: 2,330 shares; 2026Q2: 2,228 shares; 2026Q3: 1,170 shares 1,170 $532K 0.01% -1,058 Timeline MBBA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,329 shares 11,329 $531K 0.01% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68 shares; 2025Q1: 66 shares; 2025Q2: 967 shares; 2025Q3: 996 shares; 2025Q4: 987 shares; 2026Q1: 2,146 shares; 2026Q2: 2,194 shares; 2026Q3: 11,341 shares 11,341 $529K 0.01% +9,147 Timeline KSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,246 shares; 2025Q1: 16,111 shares; 2025Q2: 16,554 shares; 2025Q3: 17,805 shares; 2025Q4: 9,235 shares; 2026Q1: 15,315 shares; 2026Q2: 16,140 shares; 2026Q3: 14,529 shares 14,529 $528K 0.01% -1,611 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,113 shares; 2025Q1: 1,266 shares; 2025Q2: 2,256 shares; 2025Q3: 1,524 shares; 2025Q4: 1,715 shares; 2026Q1: 4,357 shares; 2026Q2: 5,507 shares; 2026Q3: 1,656 shares 1,656 $527K 0.01% -3,851 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280 shares; 2025Q1: 331 shares; 2025Q2: 228 shares; 2025Q3: 279 shares; 2025Q4: 239 shares; 2026Q1: 772 shares; 2026Q2: 859 shares; 2026Q3: 692 shares 692 $525K 0.01% -167 Timeline ELPC COMPANHIA PARANAENSE DE ENER More: the full row for COMPANHIA PARANAENSE DE ENER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,545 shares; 2025Q1: 1,544 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 48,055 shares; 2026Q1: 45,490 shares; 2026Q2: 44,790 shares; 2026Q3: 42,228 shares 42,228 $524K 0.01% -2,562 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 155 shares; 2025Q4: 176 shares; 2026Q1: 853 shares; 2026Q2: 853 shares; 2026Q3: 915 shares 915 $520K 0.01% +62 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,255 shares; 2025Q1: 3,108 shares; 2025Q2: 2,861 shares; 2025Q3: 2,981 shares; 2025Q4: 3,004 shares; 2026Q1: 2,969 shares; 2026Q2: 2,901 shares; 2026Q3: 2,336 shares 2,336 $520K 0.01% -565 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,928 shares; 2025Q1: 29,082 shares; 2025Q2: 10,549 shares; 2025Q3: 11,502 shares; 2025Q4: 10,345 shares; 2026Q1: 14,954 shares; 2026Q2: 15,177 shares; 2026Q3: 15,949 shares 15,949 $519K 0.01% +772 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; 2024Q4: 131,362 shares; 2025Q1: 149,600 shares; 2025Q2: 146,197 shares; 2025Q3: 133,456 shares; 2025Q4: 124,960 shares; 2026Q1: 128,361 shares; 2026Q2: 124,503 shares; 2026Q3: 92,134 shares 92,134 $519K 0.01% -32,369 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,511 shares; 2025Q1: 12,790 shares; 2025Q2: 12,751 shares; 2025Q3: 13,402 shares; 2025Q4: 16,255 shares; 2026Q1: 15,601 shares; 2026Q2: 13,374 shares; 2026Q3: 5,495 shares 5,495 $517K 0.01% -7,879 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,146 shares; 2025Q1: 4,944 shares; 2025Q2: 5,713 shares; 2025Q3: 6,321 shares; 2025Q4: 5,438 shares; 2026Q1: 6,043 shares; 2026Q2: 6,732 shares; 2026Q3: 6,717 shares 6,717 $517K 0.01% -15 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 1,212 shares; 2025Q3: 940 shares; 2025Q4: 2,357 shares; 2026Q1: 2,199 shares; 2026Q2: 2,148 shares; 2026Q3: 4,689 shares 4,689 $514K 0.01% +2,541 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,564 shares; 2025Q1: 3,249 shares; 2025Q2: 8,305 shares; 2025Q3: 8,756 shares; 2025Q4: 8,306 shares; 2026Q1: 7,962 shares; 2026Q2: 7,797 shares; 2026Q3: 6,752 shares 6,752 $512K 0.01% -1,045 Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: 208 shares; 2026Q1: 5,899 shares; 2026Q2: 6,326 shares; 2026Q3: 6,485 shares 6,485 $510K 0.01% +159 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,539 shares; 2025Q1: 48,078 shares; 2025Q2: 54,337 shares; 2025Q3: 55,880 shares; 2025Q4: 47,140 shares; 2026Q1: 47,733 shares; 2026Q2: 36,131 shares; 2026Q3: 21,007 shares 21,007 $510K 0.01% -15,124 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 696 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 14,554 shares; 2025Q4: 15,163 shares; 2026Q1: 15,833 shares; 2026Q2: 15,833 shares; 2026Q3: 16,547 shares 16,547 $510K 0.01% +714 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,590 shares; 2025Q1: 3,902 shares; 2025Q2: 3,616 shares; 2025Q3: 4,324 shares; 2025Q4: 3,734 shares; 2026Q1: 3,523 shares; 2026Q2: 3,427 shares; 2026Q3: 2,437 shares 2,437 $508K 0.01% -990 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,171 shares; 2025Q1: 22,457 shares; 2025Q2: 22,035 shares; 2025Q3: 25,840 shares; 2025Q4: 27,853 shares; 2026Q1: 26,959 shares; 2026Q2: 13,996 shares; 2026Q3: 11,382 shares 11,382 $506K 0.01% -2,614 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,165 shares; 2025Q1: 8,076 shares; 2025Q2: 9,069 shares; 2025Q3: 9,415 shares; 2025Q4: 9,905 shares; 2026Q1: 11,828 shares; 2026Q2: 12,385 shares; 2026Q3: 13,259 shares 13,259 $506K 0.01% +874 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,241 shares; 2025Q1: 4,169 shares; 2025Q2: 4,918 shares; 2025Q3: 5,115 shares; 2025Q4: 5,045 shares; 2026Q1: 4,019 shares; 2026Q2: 2,916 shares; 2026Q3: 2,434 shares 2,434 $504K 0.01% -482 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 956 shares; 2025Q1: 1,757 shares; 2025Q2: 3,083 shares; 2025Q3: 3,208 shares; 2025Q4: 3,079 shares; 2026Q1: 2,971 shares; 2026Q2: 2,920 shares; 2026Q3: 2,183 shares 2,183 $503K 0.01% -737 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137 shares; 2026Q1: 188 shares; 2026Q2: 1,758 shares; 2026Q3: 1,810 shares 1,810 $501K 0.01% +52 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,560 shares; 2025Q1: 22,713 shares; 2025Q2: 20,773 shares; 2025Q3: 13,620 shares; 2025Q4: 12,371 shares; 2026Q1: 18,573 shares; 2026Q2: 19,361 shares; 2026Q3: 14,088 shares 14,088 $500K 0.01% -5,273 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90 shares; 2025Q1: 207 shares; 2025Q2: 1,675 shares; 2025Q3: 1,725 shares; 2025Q4: 1,863 shares; 2026Q1: 3,148 shares; 2026Q2: 3,023 shares; 2026Q3: 2,982 shares 2,982 $498K 0.01% -41 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,888 shares; 2025Q1: 10,274 shares; 2025Q2: 9,712 shares; 2025Q3: 9,297 shares; 2025Q4: 8,927 shares; 2026Q1: 7,543 shares; 2026Q2: 7,255 shares; 2026Q3: 6,993 shares 6,993 $497K 0.01% -262 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,843 shares; 2025Q1: 7,215 shares; 2025Q2: 7,183 shares; 2025Q3: 7,226 shares; 2025Q4: 6,996 shares; 2026Q1: 6,845 shares; 2026Q2: 6,711 shares; 2026Q3: 3,953 shares 3,953 $497K 0.01% -2,758 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,495 shares; 2025Q1: 10,570 shares; 2025Q2: 10,696 shares; 2025Q3: 10,570 shares; 2025Q4: 10,570 shares; 2026Q1: 10,908 shares; 2026Q2: 10,632 shares; 2026Q3: 10,570 shares 10,570 $496K 0.01% -62 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,432 shares; 2025Q1: 16,638 shares; 2025Q2: 16,434 shares; 2025Q3: 16,834 shares; 2025Q4: 15,837 shares; 2026Q1: 11,605 shares; 2026Q2: 10,662 shares; 2026Q3: 9,075 shares 9,075 $493K 0.01% -1,587 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,707 shares; 2025Q1: 8,096 shares; 2025Q2: 4,292 shares; 2025Q3: 4,360 shares; 2025Q4: 2,486 shares; 2026Q1: 12,937 shares; 2026Q2: 16,089 shares; 2026Q3: 14,815 shares 14,815 $492K 0.01% -1,274 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,220 shares; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,579 shares; 2025Q4: 4,036 shares; 2026Q1: 5,252 shares; 2026Q2: 5,276 shares; 2026Q3: 5,923 shares 5,923 $491K 0.01% +647 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,767 shares; 2025Q1: 2,952 shares; 2025Q2: 3,152 shares; 2025Q3: 3,261 shares; 2025Q4: 2,993 shares; 2026Q1: 3,003 shares; 2026Q2: 2,961 shares; 2026Q3: 2,119 shares 2,119 $491K 0.01% -842 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 435 shares; 2025Q1: 4,481 shares; 2025Q2: 4,481 shares; 2025Q3: 4,559 shares; 2025Q4: 4,548 shares; 2026Q1: 4,112 shares; 2026Q2: 4,037 shares; 2026Q3: 4,037 shares 4,037 $490K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 834 shares; 2025Q1: 690 shares; 2025Q2: 708 shares; 2025Q3: 914 shares; 2025Q4: 843 shares; 2026Q1: 849 shares; 2026Q2: 895 shares; 2026Q3: 947 shares 947 $489K 0.01% +52 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17 shares; 2025Q1: 239 shares; 2025Q2: 1,325 shares; 2025Q3: 1,468 shares; 2025Q4: 3,153 shares; 2026Q1: 3,162 shares; 2026Q2: 2,804 shares; 2026Q3: 4,459 shares 4,459 $485K 0.01% +1,655 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 934 shares; 2025Q1: 1,040 shares; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 602 shares; 2026Q1: 579 shares; 2026Q2: 7,598 shares; 2026Q3: 7,009 shares 7,009 $485K 0.01% -589 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,025 shares; 2025Q1: 7,449 shares; 2025Q2: 7,665 shares; 2025Q3: 9,243 shares; 2025Q4: 8,922 shares; 2026Q1: 8,605 shares; 2026Q2: 11,438 shares; 2026Q3: 10,461 shares 10,461 $482K 0.01% -977 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,023 shares; 2025Q1: 25,650 shares; 2025Q2: 33,302 shares; 2025Q3: 35,093 shares; 2025Q4: 35,254 shares; 2026Q1: 11,826 shares; 2026Q2: 11,844 shares; 2026Q3: 11,366 shares 11,366 $480K 0.01% -478 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 852 shares; 2025Q1: 793 shares; 2025Q2: 806 shares; 2025Q3: 981 shares; 2025Q4: 535 shares; 2026Q1: 2,237 shares; 2026Q2: 1,811 shares; 2026Q3: 1,671 shares 1,671 $476K 0.01% -140 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,951 shares; 2025Q1: 4,487 shares; 2025Q2: 4,569 shares; 2025Q3: 5,042 shares; 2025Q4: 3,196 shares; 2026Q1: 7,140 shares; 2026Q2: 10,247 shares; 2026Q3: 10,146 shares 10,146 $473K <0.01% -101 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,302 shares; 2025Q1: 11,148 shares; 2025Q2: 11,461 shares; 2025Q3: 11,391 shares; 2025Q4: 9,917 shares; 2026Q1: 7,878 shares; 2026Q2: 7,513 shares; 2026Q3: 6,994 shares 6,994 $471K <0.01% -519 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; 2024Q4: not reported; 2025Q1: 5,847 shares; 2025Q2: 10,950 shares; 2025Q3: 10,950 shares; 2025Q4: 10,950 shares; 2026Q1: 10,950 shares; 2026Q2: 10,950 shares; 2026Q3: 10,950 shares 10,950 $469K <0.01% 0 Timeline