SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,186 shares; 2024Q4: 293,768 shares; 2025Q1: 196,428 shares; 2025Q2: 199,417 shares; 2025Q3: 201,420 shares; 2025Q4: 204,769 shares; 2026Q1: 208,257 shares; 2026Q2: 210,791 shares 210,791 $18.5M 6.47% +2,534 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,516 shares; 2024Q4: 169,927 shares; 2025Q1: 130,636 shares; 2025Q2: 127,770 shares; 2025Q3: 163,775 shares; 2025Q4: 163,395 shares; 2026Q1: 203,658 shares; 2026Q2: 216,939 shares 216,939 $10.6M 3.72% +13,281 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,822 shares; 2024Q4: 37,893 shares; 2025Q1: 48,154 shares; 2025Q2: 42,879 shares; 2025Q3: 42,736 shares; 2025Q4: 39,163 shares; 2026Q1: 34,825 shares; 2026Q2: 42,229 shares 42,229 $8.45M 2.95% +7,404 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43,505 shares; 2025Q1: 73,448 shares; 2025Q2: 71,278 shares; 2025Q3: 74,677 shares; 2025Q4: 74,636 shares; 2026Q1: 73,045 shares; 2026Q2: 72,728 shares 72,728 $6.49M 2.27% -317 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,922 shares; 2024Q4: 27,109 shares; 2025Q1: 30,917 shares; 2025Q2: 30,543 shares; 2025Q3: 30,734 shares; 2025Q4: 30,841 shares; 2026Q1: 30,457 shares; 2026Q2: 26,802 shares 26,802 $6.39M 2.23% -3,655 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,956 shares; 2024Q4: 23,535 shares; 2025Q1: 26,196 shares; 2025Q2: 25,740 shares; 2025Q3: 24,926 shares; 2025Q4: 20,657 shares; 2026Q1: 18,745 shares; 2026Q2: 17,808 shares 17,808 $6.29M 2.2% -937 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,584 shares; 2025Q1: 30,508 shares; 2025Q2: 29,440 shares; 2025Q3: 45,043 shares; 2025Q4: 45,295 shares; 2026Q1: 57,064 shares; 2026Q2: 134,490 shares 134,490 $6.13M 2.14% +77,426 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,548 shares; 2024Q4: 18,690 shares; 2025Q1: 22,176 shares; 2025Q2: 22,630 shares; 2025Q3: 22,545 shares; 2025Q4: 22,436 shares; 2026Q1: 20,399 shares; 2026Q2: 20,104 shares 20,104 $5.82M 2.03% -295 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,914 shares; 2024Q4: 224,025 shares; 2025Q1: 121,778 shares; 2025Q2: 117,828 shares; 2025Q3: 114,666 shares; 2025Q4: 113,902 shares; 2026Q1: 111,193 shares; 2026Q2: 106,227 shares 106,227 $5.35M 1.87% -4,966 Timeline RECS 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118,174 shares; 2025Q2: 115,356 shares; 2025Q3: 117,003 shares; 2025Q4: 115,698 shares; 2026Q1: 114,795 shares; 2026Q2: 114,939 shares 114,939 $4.97M 1.74% +144 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; 2024Q3: 21,250 shares; 2024Q4: 38,177 shares; 2025Q1: 53,102 shares; 2025Q2: 51,485 shares; 2025Q3: 53,976 shares; 2025Q4: 54,220 shares; 2026Q1: 70,944 shares; 2026Q2: 104,423 shares 104,423 $4.94M 1.72% +33,479 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,222 shares; 2024Q4: 12,990 shares; 2025Q1: 15,259 shares; 2025Q2: 14,330 shares; 2025Q3: 14,442 shares; 2025Q4: 14,431 shares; 2026Q1: 15,510 shares; 2026Q2: 13,169 shares 13,169 $4.91M 1.72% -2,341 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,037 shares; 2024Q4: 34,595 shares; 2025Q1: 59,743 shares; 2025Q2: 58,061 shares; 2025Q3: 58,820 shares; 2025Q4: 58,354 shares; 2026Q1: 56,622 shares; 2026Q2: 49,149 shares 49,149 $4.74M 1.66% -7,473 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; 2024Q3: 66,667 shares; 2024Q4: 72,167 shares; 2025Q1: 92,921 shares; 2025Q2: 91,056 shares; 2025Q3: 95,955 shares; 2025Q4: 94,525 shares; 2026Q1: 91,583 shares; 2026Q2: 97,579 shares 97,579 $4.39M 1.53% +5,996 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,010 shares; 2025Q4: 13,880 shares; 2026Q1: 13,797 shares; 2026Q2: 12,924 shares 12,924 $3.92M 1.37% -873 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,221 shares; 2024Q4: 6,444 shares; 2025Q1: 6,810 shares; 2025Q2: 6,883 shares; 2025Q3: 6,979 shares; 2025Q4: 7,408 shares; 2026Q1: 6,857 shares; 2026Q2: 6,828 shares 6,828 $3.85M 1.34% -29 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; 2024Q3: 60,027 shares; 2024Q4: 68,603 shares; 2025Q1: 66,277 shares; 2025Q2: 64,617 shares; 2025Q3: 67,662 shares; 2025Q4: 67,754 shares; 2026Q1: 79,022 shares; 2026Q2: 71,638 shares 71,638 $3.62M 1.26% -7,384 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,420 shares; 2025Q2: 58,883 shares; 2025Q3: 60,905 shares; 2025Q4: 61,245 shares; 2026Q1: 72,812 shares; 2026Q2: 69,785 shares 69,785 $3.54M 1.23% -3,027 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 10,125 shares; 2025Q1: 10,302 shares; 2025Q2: 11,334 shares; 2025Q3: 11,099 shares; 2025Q4: 9,643 shares; 2026Q1: 8,973 shares; 2026Q2: 9,168 shares 9,168 $3.46M 1.21% +195 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,695 shares; 2024Q4: 19,600 shares; 2025Q1: 20,490 shares; 2025Q2: 18,273 shares; 2025Q3: 18,049 shares; 2025Q4: 18,543 shares; 2026Q1: 21,732 shares; 2026Q2: 22,274 shares 22,274 $3.27M 1.14% +542 Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,575 shares; 2025Q4: 101,075 shares; 2026Q1: 100,290 shares; 2026Q2: 104,861 shares 104,861 $3.26M 1.14% +4,571 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,149 shares; 2025Q4: 28,379 shares; 2026Q1: 28,966 shares; 2026Q2: 30,232 shares 30,232 $3.25M 1.13% +1,266 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,982 shares; 2024Q4: 3,918 shares; 2025Q1: 4,420 shares; 2025Q2: 4,015 shares; 2025Q3: 3,902 shares; 2025Q4: 3,556 shares; 2026Q1: 3,193 shares; 2026Q2: 3,159 shares 3,159 $3.19M 1.12% -34 Timeline XTWY BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83,222 shares 83,222 $3.12M 1.09% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,207 shares; 2024Q4: 9,041 shares; 2025Q1: 9,922 shares; 2025Q2: 9,662 shares; 2025Q3: 9,590 shares; 2025Q4: 9,428 shares; 2026Q1: 8,976 shares; 2026Q2: 9,025 shares 9,025 $2.95M 1.03% +49 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,936 shares; 2024Q4: 15,622 shares; 2025Q1: 18,234 shares; 2025Q2: 17,062 shares; 2025Q3: 16,907 shares; 2025Q4: 15,939 shares; 2026Q1: 15,130 shares; 2026Q2: 14,022 shares 14,022 $2.93M 1.02% -1,108 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,471 shares; 2025Q4: 49,019 shares; 2026Q1: 49,281 shares; 2026Q2: 54,737 shares 54,737 $2.93M 1.02% +5,456 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,174 shares; 2025Q1: 12,894 shares; 2025Q2: 13,297 shares; 2025Q3: 13,252 shares; 2025Q4: 8,244 shares; 2026Q1: 6,044 shares; 2026Q2: 6,727 shares 6,727 $2.92M 1.02% +683 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,711 shares; 2024Q4: 7,069 shares; 2025Q1: 8,335 shares; 2025Q2: 8,446 shares; 2025Q3: 8,771 shares; 2025Q4: 8,749 shares; 2026Q1: 8,975 shares; 2026Q2: 8,231 shares 8,231 $2.81M 0.98% -744 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,393 shares; 2024Q4: 58,274 shares; 2025Q1: 54,571 shares; 2025Q2: 53,394 shares; 2025Q3: 55,852 shares; 2025Q4: 56,261 shares; 2026Q1: 73,575 shares; 2026Q2: 54,449 shares 54,449 $2.78M 0.97% -19,126 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,742 shares; 2024Q4: 4,688 shares; 2025Q1: 5,700 shares; 2025Q2: 6,338 shares; 2025Q3: 6,534 shares; 2025Q4: 6,397 shares; 2026Q1: 6,908 shares; 2026Q2: 5,774 shares 5,774 $2.4M 0.84% -1,134 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,060 shares 67,060 $2.24M 0.78% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,578 shares; 2024Q4: 71,190 shares; 2025Q1: 96,868 shares; 2025Q2: 79,933 shares; 2025Q3: 71,587 shares; 2025Q4: 78,674 shares; 2026Q1: 44,280 shares; 2026Q2: 44,105 shares 44,105 $2.21M 0.77% -175 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,068 shares; 2024Q4: 13,994 shares; 2025Q1: 14,832 shares; 2025Q2: 16,039 shares; 2025Q3: 16,084 shares; 2025Q4: 16,060 shares; 2026Q1: 12,788 shares; 2026Q2: 13,306 shares 13,306 $2.21M 0.77% +518 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,203 shares; 2025Q4: 77,114 shares; 2026Q1: 43,303 shares; 2026Q2: 43,230 shares 43,230 $2.2M 0.77% -73 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,677 shares; 2024Q4: 7,309 shares; 2025Q1: 7,281 shares; 2025Q2: 7,130 shares; 2025Q3: 7,160 shares; 2025Q4: 6,336 shares; 2026Q1: 6,194 shares; 2026Q2: 6,325 shares 6,325 $2.17M 0.76% +131 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,757 shares; 2024Q4: 1,829 shares; 2025Q1: 2,633 shares; 2025Q2: 2,386 shares; 2025Q3: 2,335 shares; 2025Q4: 2,135 shares; 2026Q1: 1,831 shares; 2026Q2: 1,909 shares 1,909 $2.16M 0.76% +78 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,346 shares; 2024Q4: 30,014 shares; 2025Q1: 28,931 shares; 2025Q2: 28,282 shares; 2025Q3: 27,651 shares; 2025Q4: 26,480 shares; 2026Q1: 28,995 shares; 2026Q2: 26,599 shares 26,599 $2.11M 0.74% -2,396 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,020 shares; 2024Q4: 3,255 shares; 2025Q1: 4,391 shares; 2025Q2: 4,371 shares; 2025Q3: 5,093 shares; 2025Q4: 5,724 shares; 2026Q1: 4,682 shares; 2026Q2: 4,945 shares 4,945 $2.11M 0.74% +263 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,275 shares; 2025Q3: 8,274 shares; 2025Q4: 10,825 shares; 2026Q1: 13,829 shares; 2026Q2: 16,348 shares 16,348 $2.09M 0.73% +2,519 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,971 shares; 2024Q4: 12,818 shares; 2025Q1: 16,758 shares; 2025Q2: 15,710 shares; 2025Q3: 15,979 shares; 2025Q4: 21,548 shares; 2026Q1: 18,139 shares; 2026Q2: 15,981 shares 15,981 $2.09M 0.73% -2,158 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,448 shares; 2024Q4: 198,198 shares; 2025Q1: 123,016 shares; 2025Q2: 120,855 shares; 2025Q3: 120,880 shares; 2025Q4: 120,573 shares; 2026Q1: 37,677 shares; 2026Q2: 38,420 shares 38,420 $2.04M 0.71% +743 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,520 shares; 2024Q4: 21,309 shares; 2025Q1: 24,564 shares; 2025Q2: 22,980 shares; 2025Q3: 23,230 shares; 2025Q4: 21,105 shares; 2026Q1: 17,931 shares; 2026Q2: 17,383 shares 17,383 $1.97M 0.69% -548 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,150 shares; 2024Q4: 71,601 shares; 2025Q1: 74,579 shares; 2025Q2: 73,269 shares; 2025Q3: 47,785 shares; 2025Q4: 48,398 shares; 2026Q1: 48,460 shares; 2026Q2: 48,946 shares 48,946 $1.9M 0.66% +486 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,634 shares; 2024Q4: 24,989 shares; 2025Q1: 25,131 shares; 2025Q2: 25,088 shares; 2025Q3: 25,323 shares; 2025Q4: 26,620 shares; 2026Q1: 23,411 shares; 2026Q2: 22,836 shares 22,836 $1.86M 0.65% -575 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,734 shares; 2024Q4: 67,586 shares; 2025Q1: 73,893 shares; 2025Q2: 72,359 shares; 2025Q3: 76,082 shares; 2025Q4: 76,432 shares; 2026Q1: 99,566 shares; 2026Q2: 37,670 shares 37,670 $1.83M 0.64% -61,896 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,425 shares; 2024Q4: 10,273 shares; 2025Q1: 10,512 shares; 2025Q2: 10,979 shares; 2025Q3: 10,870 shares; 2025Q4: 7,868 shares; 2026Q1: 6,522 shares; 2026Q2: 7,216 shares 7,216 $1.83M 0.64% +694 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,396 shares; 2025Q1: 18,852 shares; 2025Q2: 15,783 shares; 2025Q3: 15,676 shares; 2025Q4: 10,559 shares; 2026Q1: 9,304 shares; 2026Q2: 10,386 shares 10,386 $1.83M 0.64% +1,082 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,822 shares; 2025Q2: 37,567 shares; 2025Q3: 39,369 shares; 2025Q4: 39,892 shares; 2026Q1: 52,730 shares; 2026Q2: 36,544 shares 36,544 $1.82M 0.64% -16,186 Timeline PRIV SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,184 shares; 2025Q4: 47,354 shares; 2026Q1: 59,442 shares; 2026Q2: 71,776 shares 71,776 $1.81M 0.63% +12,334 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,150 shares; 2024Q4: not reported; 2025Q1: 57,392 shares; 2025Q2: 56,943 shares; 2025Q3: 59,166 shares; 2025Q4: 58,969 shares; 2026Q1: 57,807 shares; 2026Q2: 61,792 shares 61,792 $1.75M 0.61% +3,985 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,467 shares; 2024Q4: 31,591 shares; 2025Q1: 35,220 shares; 2025Q2: 33,182 shares; 2025Q3: 32,872 shares; 2025Q4: 31,846 shares; 2026Q1: 31,328 shares; 2026Q2: 30,490 shares 30,490 $1.74M 0.61% -838 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,202 shares; 2024Q4: 44,139 shares; 2025Q1: 32,800 shares; 2025Q2: 32,158 shares; 2025Q3: 33,191 shares; 2025Q4: 33,051 shares; 2026Q1: 31,961 shares; 2026Q2: 33,171 shares 33,171 $1.7M 0.59% +1,210 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,984 shares 56,984 $1.7M 0.59% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,099 shares; 2024Q4: 21,363 shares; 2025Q1: 21,702 shares; 2025Q2: 22,497 shares; 2025Q3: 22,462 shares; 2025Q4: 22,458 shares; 2026Q1: 21,380 shares; 2026Q2: 21,200 shares 21,200 $1.66M 0.58% -180 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,128 shares 2,128 $1.62M 0.57% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,601 shares; 2025Q3: 6,960 shares; 2025Q4: 8,583 shares; 2026Q1: 12,484 shares; 2026Q2: 14,919 shares 14,919 $1.61M 0.56% +2,435 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,824 shares; 2024Q4: 3,934 shares; 2025Q1: 4,029 shares; 2025Q2: 4,437 shares; 2025Q3: 4,511 shares; 2025Q4: 4,348 shares; 2026Q1: 3,980 shares; 2026Q2: 3,170 shares 3,170 $1.59M 0.55% -810 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,451 shares; 2024Q4: 3,432 shares; 2025Q1: 4,622 shares; 2025Q2: 3,955 shares; 2025Q3: 4,005 shares; 2025Q4: 3,116 shares; 2026Q1: 2,430 shares; 2026Q2: 2,193 shares 2,193 $1.58M 0.55% -237 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,017 shares; 2026Q1: 903 shares; 2026Q2: 1,255 shares 1,255 $1.51M 0.53% +352 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,707 shares; 2024Q4: 15,496 shares; 2025Q1: 16,672 shares; 2025Q2: 18,032 shares; 2025Q3: 16,462 shares; 2025Q4: 17,382 shares; 2026Q1: 14,823 shares; 2026Q2: 14,396 shares 14,396 $1.47M 0.51% -427 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,789 shares; 2024Q4: 5,669 shares; 2025Q1: 7,228 shares; 2025Q2: 7,960 shares; 2025Q3: 7,938 shares; 2025Q4: 7,898 shares; 2026Q1: 6,579 shares; 2026Q2: 6,580 shares 6,580 $1.45M 0.51% +1 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,118 shares; 2024Q4: 25,099 shares; 2025Q1: 15,805 shares; 2025Q2: 15,561 shares; 2025Q3: 24,280 shares; 2025Q4: 23,881 shares; 2026Q1: 22,804 shares; 2026Q2: 23,620 shares 23,620 $1.41M 0.49% +816 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,763 shares; 2024Q4: 5,638 shares; 2025Q1: 5,754 shares; 2025Q2: 6,034 shares; 2025Q3: 6,021 shares; 2025Q4: 5,949 shares; 2026Q1: 5,563 shares; 2026Q2: 5,214 shares 5,214 $1.41M 0.49% -349 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,358 shares; 2025Q4: 2,391 shares; 2026Q1: 2,093 shares; 2026Q2: 2,383 shares 2,383 $1.37M 0.48% +290 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,266 shares; 2024Q4: 14,304 shares; 2025Q1: 16,730 shares; 2025Q2: 13,752 shares; 2025Q3: 13,846 shares; 2025Q4: 14,239 shares; 2026Q1: 11,644 shares; 2026Q2: 12,950 shares 12,950 $1.35M 0.47% +1,306 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; 2024Q3: 29,919 shares; 2024Q4: 27,730 shares; 2025Q1: 29,741 shares; 2025Q2: 32,036 shares; 2025Q3: 32,500 shares; 2025Q4: 26,683 shares; 2026Q1: 21,202 shares; 2026Q2: 25,990 shares 25,990 $1.34M 0.47% +4,788 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,004 shares; 2024Q4: 17,558 shares; 2025Q1: 19,816 shares; 2025Q2: 20,256 shares; 2025Q3: 20,266 shares; 2025Q4: 13,586 shares; 2026Q1: 11,497 shares; 2026Q2: 13,945 shares 13,945 $1.22M 0.43% +2,448 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080 shares; 2024Q4: not reported; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 6,839 shares; 2026Q1: 6,206 shares; 2026Q2: 7,144 shares 7,144 $1.22M 0.42% +938 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,189 shares; 2024Q4: 1,084 shares; 2025Q1: 1,576 shares; 2025Q2: 1,347 shares; 2025Q3: 1,406 shares; 2025Q4: 7,819 shares; 2026Q1: 10,116 shares; 2026Q2: 11,937 shares 11,937 $1.19M 0.41% +1,821 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,793 shares; 2024Q4: 14,632 shares; 2025Q1: 16,147 shares; 2025Q2: 14,893 shares; 2025Q3: 15,506 shares; 2025Q4: 16,818 shares; 2026Q1: 15,142 shares; 2026Q2: 17,222 shares 17,222 $1.16M 0.41% +2,080 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,844 shares; 2024Q4: 13,899 shares; 2025Q1: 13,743 shares; 2025Q2: 13,936 shares; 2025Q3: 14,073 shares; 2025Q4: 16,053 shares; 2026Q1: 16,679 shares; 2026Q2: 12,572 shares 12,572 $1.14M 0.4% -4,107 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,094 shares; 2024Q4: 1,027 shares; 2025Q1: 1,295 shares; 2025Q2: 1,465 shares; 2025Q3: 1,471 shares; 2025Q4: 1,395 shares; 2026Q1: 1,086 shares; 2026Q2: 1,086 shares 1,086 $1.13M 0.4% 0 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,610 shares; 2025Q2: 17,245 shares; 2025Q3: 18,568 shares; 2025Q4: 18,733 shares; 2026Q1: 18,775 shares; 2026Q2: 18,977 shares 18,977 $1.12M 0.39% +202 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,760 shares; 2024Q4: 7,127 shares; 2025Q1: 9,000 shares; 2025Q2: 13,251 shares; 2025Q3: 13,452 shares; 2025Q4: 14,635 shares; 2026Q1: 15,106 shares; 2026Q2: 12,100 shares 12,100 $1.11M 0.39% -3,006 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,343 shares; 2024Q4: 1,130 shares; 2025Q1: 1,411 shares; 2025Q2: 1,301 shares; 2025Q3: 1,343 shares; 2025Q4: 1,371 shares; 2026Q1: 1,068 shares; 2026Q2: 1,177 shares 1,177 $1.1M 0.38% +109 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,259 shares; 2025Q1: 4,637 shares; 2025Q2: 4,885 shares; 2025Q3: 4,951 shares; 2025Q4: 5,369 shares; 2026Q1: 4,498 shares; 2026Q2: 3,879 shares 3,879 $1.08M 0.38% -619 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,279 shares; 2024Q4: 5,077 shares; 2025Q1: 5,661 shares; 2025Q2: 6,792 shares; 2025Q3: 6,953 shares; 2025Q4: 7,770 shares; 2026Q1: 7,380 shares; 2026Q2: 6,386 shares 6,386 $1.06M 0.37% -994 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,134 shares; 2024Q4: 9,666 shares; 2025Q1: 11,380 shares; 2025Q2: 11,654 shares; 2025Q3: 10,682 shares; 2025Q4: 9,217 shares; 2026Q1: 8,007 shares; 2026Q2: 7,246 shares 7,246 $1.05M 0.37% -761 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,492 shares; 2025Q2: 36,708 shares; 2025Q3: 36,200 shares; 2025Q4: 36,066 shares; 2026Q1: 35,188 shares; 2026Q2: 31,239 shares 31,239 $1.04M 0.36% -3,949 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 435 shares; 2026Q1: 534 shares; 2026Q2: 501 shares 501 $997K 0.35% -33 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,360 shares; 2024Q4: 14,978 shares; 2025Q1: 19,652 shares; 2025Q2: 17,847 shares; 2025Q3: 18,254 shares; 2025Q4: 18,493 shares; 2026Q1: 23,054 shares; 2026Q2: 22,969 shares 22,969 $992K 0.35% -85 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,995 shares; 2026Q1: 6,511 shares; 2026Q2: 6,545 shares 6,545 $992K 0.35% +34 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,991 shares; 2025Q1: 21,817 shares; 2025Q2: 26,883 shares; 2025Q3: 26,548 shares; 2025Q4: 24,313 shares; 2026Q1: 17,863 shares; 2026Q2: 16,541 shares 16,541 $918K 0.32% -1,322 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,884 shares; 2026Q1: 1,938 shares; 2026Q2: 2,293 shares 2,293 $912K 0.32% +355 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,558 shares; 2025Q1: 2,076 shares; 2025Q2: 2,466 shares; 2025Q3: 2,438 shares; 2025Q4: 2,285 shares; 2026Q1: 2,239 shares; 2026Q2: 2,029 shares 2,029 $905K 0.32% -210 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,374 shares; 2024Q4: 12,001 shares; 2025Q1: 11,944 shares; 2025Q2: 11,713 shares; 2025Q3: 11,963 shares; 2025Q4: 11,583 shares; 2026Q1: 13,132 shares; 2026Q2: 20,881 shares 20,881 $891K 0.31% +7,749 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,312 shares; 2025Q4: 1,230 shares; 2026Q1: 2,047 shares; 2026Q2: 1,730 shares 1,730 $856K 0.3% -317 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,382 shares; 2024Q4: 22,861 shares; 2025Q1: 17,398 shares; 2025Q2: 16,965 shares; 2025Q3: 17,917 shares; 2025Q4: 17,498 shares; 2026Q1: 16,787 shares; 2026Q2: 16,934 shares 16,934 $843K 0.29% +147 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,334 shares; 2024Q4: 1,345 shares; 2025Q1: 1,422 shares; 2025Q2: 1,401 shares; 2025Q3: 1,449 shares; 2025Q4: 16,309 shares; 2026Q1: 16,834 shares; 2026Q2: 11,437 shares 11,437 $817K 0.29% -5,397 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,690 shares; 2024Q4: 106,918 shares; 2025Q1: 97,560 shares; 2025Q2: 92,276 shares; 2025Q3: 80,120 shares; 2025Q4: 79,352 shares; 2026Q1: 49,607 shares; 2026Q2: 31,669 shares 31,669 $808K 0.28% -17,938 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,684 shares; 2026Q1: 33,647 shares; 2026Q2: 33,542 shares 33,542 $773K 0.27% -105 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,868 shares; 2026Q2: 3,850 shares 3,850 $730K 0.25% -18 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353 shares; 2026Q1: 246 shares; 2026Q2: 2,320 shares 2,320 $700K 0.24% +2,074 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,423 shares; 2025Q3: 17,513 shares; 2025Q4: 16,526 shares; 2026Q1: 16,050 shares; 2026Q2: 15,875 shares 15,875 $653K 0.23% -175 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,318 shares; 2026Q1: 5,776 shares; 2026Q2: 5,549 shares 5,549 $652K 0.23% -227 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43,201 shares; 2025Q1: 22,221 shares; 2025Q2: 21,868 shares; 2025Q3: 24,462 shares; 2025Q4: 23,649 shares; 2026Q1: 22,751 shares; 2026Q2: 24,350 shares 24,350 $639K 0.22% +1,599 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,154 shares; 2025Q4: 2,577 shares; 2026Q1: 2,203 shares; 2026Q2: 2,125 shares 2,125 $633K 0.22% -78 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,140 shares; 2026Q1: 4,582 shares; 2026Q2: 4,479 shares 4,479 $627K 0.22% -103 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 345 shares; 2026Q1: 775 shares; 2026Q2: 821 shares 821 $615K 0.21% +46 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,404 shares; 2026Q1: 3,758 shares; 2026Q2: 3,724 shares 3,724 $599K 0.21% -34 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,632 shares; 2024Q4: 17,656 shares; 2025Q1: 11,444 shares; 2025Q2: 11,149 shares; 2025Q3: 11,376 shares; 2025Q4: 11,108 shares; 2026Q1: 10,699 shares; 2026Q2: 11,319 shares 11,319 $586K 0.2% +620 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,842 shares; 2025Q2: 20,818 shares; 2025Q3: 20,720 shares; 2025Q4: 20,192 shares; 2026Q1: 19,382 shares; 2026Q2: 19,921 shares 19,921 $578K 0.2% +539 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,873 shares; 2026Q1: 7,696 shares; 2026Q2: 7,535 shares 7,535 $561K 0.2% -161 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,979 shares; 2025Q4: 6,142 shares; 2026Q1: 9,085 shares; 2026Q2: 10,853 shares 10,853 $554K 0.19% +1,768 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,607 shares; 2025Q2: 31,109 shares; 2025Q3: 2,667 shares; 2025Q4: 2,613 shares; 2026Q1: 3,818 shares; 2026Q2: 4,046 shares 4,046 $545K 0.19% +228 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,857 shares 26,857 $542K 0.19% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,531 shares; 2026Q1: 4,332 shares; 2026Q2: 4,138 shares 4,138 $537K 0.19% -194 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,007 shares; 2025Q3: 2,239 shares; 2025Q4: 2,265 shares; 2026Q1: 2,283 shares; 2026Q2: 2,243 shares 2,243 $534K 0.19% -40 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,643 shares; 2025Q4: 7,736 shares; 2026Q1: 7,448 shares; 2026Q2: 7,283 shares 7,283 $524K 0.18% -165 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,474 shares; 2024Q4: 2,651 shares; 2025Q1: 2,266 shares; 2025Q2: 2,246 shares; 2025Q3: 2,280 shares; 2025Q4: 2,098 shares; 2026Q1: 2,073 shares; 2026Q2: 2,070 shares 2,070 $521K 0.18% -3 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,325 shares; 2025Q4: 3,926 shares; 2026Q1: 3,869 shares; 2026Q2: 3,801 shares 3,801 $520K 0.18% -68 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,736 shares; 2025Q4: 9,642 shares; 2026Q1: 8,321 shares; 2026Q2: 8,260 shares 8,260 $499K 0.17% -61 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 931 shares; 2026Q1: 984 shares; 2026Q2: 1,383 shares 1,383 $494K 0.17% +399 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,164 shares; 2025Q4: 16,924 shares; 2026Q1: 15,741 shares; 2026Q2: 15,453 shares 15,453 $494K 0.17% -288 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,069 shares; 2026Q1: 1,796 shares; 2026Q2: 1,820 shares 1,820 $492K 0.17% +24 Timeline DDFZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,341 shares 25,341 $491K 0.17% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,480 shares 15,480 $489K 0.17% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,377 shares; 2025Q4: 4,432 shares; 2026Q1: 4,327 shares; 2026Q2: 4,317 shares 4,317 $486K 0.17% -10 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 1,632 shares; 2025Q1: 1,500 shares; 2025Q2: 1,487 shares; 2025Q3: 1,516 shares; 2025Q4: 1,489 shares; 2026Q1: 1,329 shares; 2026Q2: 1,328 shares 1,328 $481K 0.17% -1 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,707 shares; 2026Q1: 9,723 shares; 2026Q2: 9,621 shares 9,621 $481K 0.17% -102 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,524 shares; 2025Q4: 4,237 shares; 2026Q1: 4,358 shares; 2026Q2: 4,334 shares 4,334 $468K 0.16% -24 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,219 shares; 2025Q1: 1,308 shares; 2025Q2: 1,195 shares; 2025Q3: 1,176 shares; 2025Q4: 1,227 shares; 2026Q1: 1,183 shares; 2026Q2: 1,321 shares 1,321 $466K 0.16% +138 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,836 shares; 2026Q2: 1,172 shares 1,172 $466K 0.16% -664 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,487 shares; 2024Q4: 4,416 shares; 2025Q1: 4,528 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,088 shares; 2026Q1: 8,660 shares; 2026Q2: 8,797 shares 8,797 $465K 0.16% +137 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,311 shares; 2024Q4: 4,173 shares; 2025Q1: 3,589 shares; 2025Q2: 3,501 shares; 2025Q3: 3,110 shares; 2025Q4: 2,565 shares; 2026Q1: 2,460 shares; 2026Q2: 2,449 shares 2,449 $465K 0.16% -11 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,130 shares; 2024Q4: 4,261 shares; 2025Q1: 4,212 shares; 2025Q2: 4,117 shares; 2025Q3: 4,144 shares; 2025Q4: 4,102 shares; 2026Q1: 3,457 shares; 2026Q2: 3,367 shares 3,367 $460K 0.16% -90 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,965 shares; 2026Q1: 4,154 shares; 2026Q2: 4,272 shares 4,272 $459K 0.16% +118 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 1,453 shares; 2026Q1: 1,607 shares; 2026Q2: 1,615 shares 1,615 $454K 0.16% +8 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,775 shares; 2026Q1: 19,222 shares; 2026Q2: 19,127 shares 19,127 $452K 0.16% -95 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,241 shares; 2025Q4: 5,128 shares; 2026Q1: 5,185 shares; 2026Q2: 5,283 shares 5,283 $437K 0.15% +98 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,110 shares; 2026Q1: 3,074 shares; 2026Q2: 3,641 shares 3,641 $426K 0.15% +567 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 437 shares; 2026Q1: 486 shares; 2026Q2: 573 shares 573 $422K 0.15% +87 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,812 shares; 2026Q1: 8,180 shares; 2026Q2: 7,929 shares 7,929 $417K 0.15% -251 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,516 shares; 2026Q1: 1,308 shares; 2026Q2: 1,464 shares 1,464 $410K 0.14% +156 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,108 shares; 2026Q1: 5,093 shares; 2026Q2: 6,039 shares 6,039 $408K 0.14% +946 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,914 shares; 2026Q2: 4,019 shares 4,019 $405K 0.14% +105 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,795 shares; 2025Q3: 5,156 shares; 2025Q4: 5,513 shares; 2026Q1: 5,609 shares; 2026Q2: 6,122 shares 6,122 $383K 0.13% +513 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,268 shares 4,268 $364K 0.13% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 776 shares; 2026Q2: 750 shares 750 $358K 0.13% -26 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,013 shares; 2026Q2: 1,977 shares 1,977 $342K 0.12% -36 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,680 shares; 2026Q2: 1,641 shares 1,641 $340K 0.12% -39 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,981 shares; 2026Q2: 6,844 shares 6,844 $339K 0.12% -137 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,014 shares; 2026Q2: 2,934 shares 2,934 $337K 0.12% -80 Timeline JANB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,003 shares 12,003 $327K 0.11% new Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,920 shares 9,920 $326K 0.11% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,490 shares; 2026Q2: 2,580 shares 2,580 $326K 0.11% +90 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,602 shares; 2026Q2: 2,348 shares 2,348 $319K 0.11% -254 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,722 shares; 2026Q2: 2,672 shares 2,672 $319K 0.11% -50 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,322 shares; 2026Q2: 8,248 shares 8,248 $314K 0.11% -74 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,690 shares; 2026Q2: 17,584 shares 17,584 $310K 0.11% -106 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,283 shares; 2026Q2: 3,239 shares 3,239 $308K 0.11% -44 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,996 shares; 2026Q2: 9,533 shares 9,533 $307K 0.11% -463 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,560 shares; 2026Q2: 21,461 shares 21,461 $306K 0.11% +901 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,831 shares; 2026Q2: 9,713 shares 9,713 $305K 0.11% -118 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,333 shares; 2026Q2: 11,308 shares 11,308 $304K 0.11% -25 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 597 shares; 2026Q2: 583 shares 583 $303K 0.11% -14 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,001 shares; 2026Q2: 51,604 shares 51,604 $301K 0.11% -397 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,211 shares; 2026Q2: 15,124 shares 15,124 $301K 0.11% -87 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,858 shares; 2025Q4: 4,101 shares; 2026Q1: 3,980 shares; 2026Q2: 3,043 shares 3,043 $300K 0.1% -937 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,987 shares; 2025Q4: 2,134 shares; 2026Q1: 2,086 shares; 2026Q2: 1,807 shares 1,807 $299K 0.1% -279 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,039 shares; 2026Q2: 9,505 shares 9,505 $298K 0.1% -534 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,991 shares; 2025Q1: 11,344 shares; 2025Q2: 14,006 shares; 2025Q3: 18,587 shares; 2025Q4: 20,072 shares; 2026Q1: 22,335 shares; 2026Q2: 26,174 shares 26,174 $297K 0.1% +3,839 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,997 shares; 2026Q2: 2,965 shares 2,965 $297K 0.1% -32 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,634 shares; 2026Q2: 12,577 shares 12,577 $297K 0.1% -57 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,714 shares 9,714 $296K 0.1% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,262 shares; 2024Q4: 2,262 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,352 shares; 2026Q2: 2,055 shares 2,055 $293K 0.1% -297 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,052 shares; 2026Q2: 30,114 shares 30,114 $288K 0.1% +62 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,619 shares; 2026Q2: 5,366 shares 5,366 $288K 0.1% -253 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,990 shares; 2026Q2: 1,971 shares 1,971 $287K 0.1% -19 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,828 shares; 2026Q2: 1,821 shares 1,821 $285K 0.1% -7 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,978 shares; 2025Q4: 3,182 shares; 2026Q1: 3,097 shares; 2026Q2: 2,895 shares 2,895 $285K 0.1% -202 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,239 shares; 2026Q2: 5,384 shares 5,384 $282K 0.1% +145 Timeline IGTR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,211 shares; 2024Q4: 109,301 shares; 2025Q1: 91,182 shares; 2025Q2: 88,140 shares; 2025Q3: 71,107 shares; 2025Q4: 69,387 shares; 2026Q1: 8,061 shares; 2026Q2: 8,299 shares 8,299 $282K 0.1% +238 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 964 shares; 2026Q2: 943 shares 943 $282K 0.1% -21 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,899 shares; 2026Q2: 48,653 shares 48,653 $281K 0.1% +38,754 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,701 shares; 2026Q2: 31,930 shares 31,930 $280K 0.1% +229 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,049 shares 2,049 $280K 0.1% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,649 shares; 2026Q2: 3,567 shares 3,567 $277K 0.1% -82 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,650 shares; 2026Q2: 2,626 shares 2,626 $276K 0.1% -24 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,596 shares; 2026Q2: 2,580 shares 2,580 $274K 0.1% -16 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,982 shares; 2026Q2: 8,089 shares 8,089 $273K 0.1% +107 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,050 shares; 2026Q2: 6,287 shares 6,287 $273K 0.1% +237 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,454 shares; 2026Q2: 5,187 shares 5,187 $268K 0.09% -267 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,230 shares; 2026Q2: 3,219 shares 3,219 $267K 0.09% -11 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,076 shares; 2026Q2: 4,181 shares 4,181 $267K 0.09% +105 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,500 shares; 2026Q2: 10,313 shares 10,313 $263K 0.09% -187 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,333 shares; 2026Q2: 1,348 shares 1,348 $262K 0.09% +15 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,180 shares; 2026Q2: 6,516 shares 6,516 $259K 0.09% +336 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,286 shares; 2026Q2: 1,285 shares 1,285 $259K 0.09% -1 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,037 shares; 2026Q2: 4,306 shares 4,306 $259K 0.09% +269 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,094 shares; 2026Q2: 1,121 shares 1,121 $251K 0.09% +27 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,304 shares; 2026Q2: 2,329 shares 2,329 $249K 0.09% +25 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,917 shares; 2026Q2: 18,738 shares 18,738 $248K 0.09% -179 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,669 shares 13,669 $247K 0.09% new Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,170 shares; 2026Q2: 9,207 shares 9,207 $247K 0.09% +37 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,573 shares; 2026Q2: 2,673 shares 2,673 $245K 0.09% +100 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 625 shares 625 $235K 0.08% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 577 shares 577 $228K 0.08% new Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,340 shares 2,340 $227K 0.08% new Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,860 shares; 2026Q2: 1,893 shares 1,893 $227K 0.08% +33 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,138 shares; 2026Q2: 2,434 shares 2,434 $222K 0.08% -704 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450 shares 450 $217K 0.08% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 814 shares 814 $208K 0.07% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,606 shares 1,606 $207K 0.07% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 911 shares; 2026Q2: 608 shares 608 $206K 0.07% -303 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,674 shares 6,674 $205K 0.07% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 888 shares 888 $201K 0.07% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,548 shares 4,548 $200K 0.07% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,576 shares 3,576 $200K 0.07% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,783 shares 17,783 $175K 0.06% new Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,437 shares 10,437 $173K 0.06% new Timeline