DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,315,118 shares; 2024Q4: 7,495,566 shares; 2025Q1: 7,703,376 shares; 2025Q2: 7,961,214 shares; 2025Q3: 8,124,381 shares; 2025Q4: 8,339,921 shares; 2026Q1: 8,431,594 shares; 2026Q2: 8,497,348 shares 8,497,348 $644M 8.49% +65,754 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,442,883 shares; 2024Q4: 4,690,073 shares; 2025Q1: 4,897,053 shares; 2025Q2: 5,246,050 shares; 2025Q3: 5,550,228 shares; 2025Q4: 5,785,620 shares; 2026Q1: 5,986,307 shares; 2026Q2: 6,123,953 shares 6,123,953 $303M 4% +137,646 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,242,678 shares; 2024Q4: 3,510,050 shares; 2025Q1: 3,731,491 shares; 2025Q2: 3,972,146 shares; 2025Q3: 4,170,826 shares; 2025Q4: 4,375,623 shares; 2026Q1: 4,575,086 shares; 2026Q2: 4,730,785 shares 4,730,785 $204M 2.69% +155,699 Timeline EMLP 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: 3,586,759 shares; 2024Q4: 3,653,373 shares; 2025Q1: 3,712,849 shares; 2025Q2: 3,842,513 shares; 2025Q3: 3,964,832 shares; 2025Q4: 4,189,659 shares; 2026Q1: 4,277,778 shares; 2026Q2: 4,351,092 shares 4,351,092 $189M 2.5% +73,314 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,905 shares; 2024Q4: 271,858 shares; 2025Q1: 268,908 shares; 2025Q2: 270,274 shares; 2025Q3: 272,385 shares; 2025Q4: 542,905 shares; 2026Q1: 976,079 shares; 2026Q2: 988,787 shares 988,787 $188M 2.48% +12,708 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: 388,702 shares; 2024Q4: 397,924 shares; 2025Q1: 413,802 shares; 2025Q2: 421,276 shares; 2025Q3: 428,854 shares; 2025Q4: 420,864 shares; 2026Q1: 420,395 shares; 2026Q2: 417,486 shares 417,486 $149M 1.97% -2,909 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: 438,984 shares; 2024Q4: 444,817 shares; 2025Q1: 453,545 shares; 2025Q2: 461,210 shares; 2025Q3: 469,545 shares; 2025Q4: 475,784 shares; 2026Q1: 481,816 shares; 2026Q2: 487,589 shares 487,589 $141M 1.86% +5,773 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: 61,269 shares; 2024Q4: 68,067 shares; 2025Q1: 70,601 shares; 2025Q2: 75,491 shares; 2025Q3: 77,956 shares; 2025Q4: 181,699 shares; 2026Q1: 182,969 shares; 2026Q2: 185,066 shares 185,066 $139M 1.83% +2,097 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; 2024Q3: 2,809,154 shares; 2024Q4: 2,925,316 shares; 2025Q1: 3,046,291 shares; 2025Q2: 3,188,119 shares; 2025Q3: 3,331,232 shares; 2025Q4: 3,657,979 shares; 2026Q1: 3,805,592 shares; 2026Q2: 3,958,015 shares 3,958,015 $116M 1.53% +152,423 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: 415,748 shares; 2024Q4: 408,413 shares; 2025Q1: 425,033 shares; 2025Q2: 434,565 shares; 2025Q3: 440,082 shares; 2025Q4: 446,405 shares; 2026Q1: 414,005 shares; 2026Q2: 414,618 shares 414,618 $105M 1.39% +613 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,568,875 shares; 2024Q4: 2,784,813 shares; 2025Q1: 2,987,403 shares; 2025Q2: 3,217,882 shares; 2025Q3: 3,415,160 shares; 2025Q4: 3,631,034 shares; 2026Q1: 3,752,574 shares; 2026Q2: 3,890,204 shares 3,890,204 $98.2M 1.3% +137,630 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: 236,377 shares; 2024Q4: 233,252 shares; 2025Q1: 242,968 shares; 2025Q2: 248,169 shares; 2025Q3: 254,260 shares; 2025Q4: 256,087 shares; 2026Q1: 267,171 shares; 2026Q2: 269,753 shares 269,753 $95.1M 1.25% +2,582 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604,722 shares; 2024Q4: 926,487 shares; 2025Q1: 1,122,520 shares; 2025Q2: 1,286,977 shares; 2025Q3: 1,434,140 shares; 2025Q4: 1,563,732 shares; 2026Q1: 1,664,382 shares; 2026Q2: 1,784,519 shares 1,784,519 $94.5M 1.25% +120,137 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,377,157 shares; 2024Q4: 2,700,735 shares; 2025Q1: 2,954,447 shares; 2025Q2: 3,239,078 shares; 2025Q3: 3,489,553 shares; 2025Q4: 3,722,161 shares; 2026Q1: 3,864,206 shares; 2026Q2: 4,035,738 shares 4,035,738 $93.5M 1.23% +171,532 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623,120 shares; 2024Q4: 2,890,502 shares; 2025Q1: 3,149,939 shares; 2025Q2: 3,439,530 shares; 2025Q3: 3,683,315 shares; 2025Q4: 3,912,881 shares; 2026Q1: 4,072,983 shares; 2026Q2: 4,264,875 shares 4,264,875 $93M 1.23% +191,892 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,948,710 shares; 2024Q4: 2,280,007 shares; 2025Q1: 2,487,441 shares; 2025Q2: 2,752,018 shares; 2025Q3: 2,973,967 shares; 2025Q4: 3,171,614 shares; 2026Q1: 3,330,175 shares; 2026Q2: 3,505,410 shares 3,505,410 $88.3M 1.16% +175,235 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 207,487 shares; 2025Q2: 423,479 shares; 2025Q3: 525,357 shares; 2025Q4: 719,536 shares; 2026Q1: 833,341 shares; 2026Q2: 877,262 shares 877,262 $88M 1.16% +43,921 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: 349,268 shares; 2024Q4: 371,142 shares; 2025Q1: 401,792 shares; 2025Q2: 404,416 shares; 2025Q3: 415,668 shares; 2025Q4: 423,102 shares; 2026Q1: 434,621 shares; 2026Q2: 439,376 shares 439,376 $87.9M 1.16% +4,755 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,261 shares; 2024Q4: 94,340 shares; 2025Q1: 99,660 shares; 2025Q2: 93,430 shares; 2025Q3: 90,403 shares; 2025Q4: 1,483,398 shares; 2026Q1: 1,561,870 shares; 2026Q2: 1,602,586 shares 1,602,586 $85.1M 1.12% +40,716 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,751,426 shares; 2024Q4: 2,074,882 shares; 2025Q1: 2,269,615 shares; 2025Q2: 2,531,308 shares; 2025Q3: 2,735,984 shares; 2025Q4: 2,929,934 shares; 2026Q1: 3,106,784 shares; 2026Q2: 3,299,900 shares 3,299,900 $85M 1.12% +193,116 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: 409 shares; 2024Q4: 1,661 shares; 2025Q1: 34,697 shares; 2025Q2: 52,725 shares; 2025Q3: 52,993 shares; 2025Q4: 53,955 shares; 2026Q1: 42,571 shares; 2026Q2: 42,530 shares 42,530 $84.6M 1.12% -41 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: 188,334 shares; 2024Q4: 190,517 shares; 2025Q1: 189,095 shares; 2025Q2: 191,773 shares; 2025Q3: 305,950 shares; 2025Q4: 313,064 shares; 2026Q1: 330,429 shares; 2026Q2: 334,747 shares 334,747 $84.2M 1.11% +4,318 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,201,067 shares; 2024Q4: 2,554,613 shares; 2025Q1: 2,829,379 shares; 2025Q2: 3,132,531 shares; 2025Q3: 3,405,101 shares; 2025Q4: 3,647,613 shares; 2026Q1: 3,841,541 shares; 2026Q2: 4,032,502 shares 4,032,502 $84M 1.11% +190,961 Timeline CSPF 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,204,610 shares 3,204,610 $83.6M 1.1% new 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: 195,009 shares; 2024Q4: 193,651 shares; 2025Q1: 202,810 shares; 2025Q2: 210,930 shares; 2025Q3: 210,700 shares; 2025Q4: 214,069 shares; 2026Q1: 214,355 shares; 2026Q2: 221,923 shares 221,923 $82.8M 1.09% +7,568 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,515 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125,434 shares; 2026Q1: 1,135,860 shares; 2026Q2: 1,421,932 shares 1,421,932 $82.8M 1.09% +286,072 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,175 shares; 2024Q4: 110,386 shares; 2025Q1: 108,700 shares; 2025Q2: 124,319 shares; 2025Q3: 121,781 shares; 2025Q4: 123,719 shares; 2026Q1: 113,663 shares; 2026Q2: 113,050 shares 113,050 $80.6M 1.06% -613 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,411 shares; 2024Q4: 15,370 shares; 2025Q1: 14,908 shares; 2025Q2: 564,550 shares; 2025Q3: 587,805 shares; 2025Q4: 604,556 shares; 2026Q1: 700,795 shares; 2026Q2: 730,009 shares 730,009 $78.2M 1.03% +29,214 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: 217,861 shares; 2024Q4: 218,268 shares; 2025Q1: 224,088 shares; 2025Q2: 229,308 shares; 2025Q3: 231,368 shares; 2025Q4: 233,323 shares; 2026Q1: 233,539 shares; 2026Q2: 235,686 shares 235,686 $77.1M 1.02% +2,147 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,285 shares; 2024Q4: 264,541 shares; 2025Q1: 276,613 shares; 2025Q2: 306,992 shares; 2025Q3: 344,046 shares; 2025Q4: 350,078 shares; 2026Q1: 420,505 shares; 2026Q2: 412,193 shares 412,193 $76.2M 1% -8,312 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539,981 shares; 2024Q4: 529,243 shares; 2025Q1: 520,894 shares; 2025Q2: 514,569 shares; 2025Q3: 510,320 shares; 2025Q4: 502,568 shares; 2026Q1: 495,043 shares; 2026Q2: 491,556 shares 491,556 $74.8M 0.99% -3,487 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,395 shares; 2024Q4: 102,471 shares; 2025Q1: 1,234,773 shares; 2025Q2: 1,333,535 shares; 2025Q3: 1,421,335 shares; 2025Q4: 1,484,225 shares; 2026Q1: 1,599,989 shares; 2026Q2: 1,681,059 shares 1,681,059 $74M 0.98% +81,070 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: 218,823 shares; 2024Q4: 229,671 shares; 2025Q1: 252,395 shares; 2025Q2: 261,908 shares; 2025Q3: 275,504 shares; 2025Q4: 282,206 shares; 2026Q1: 291,526 shares; 2026Q2: 299,416 shares 299,416 $71.4M 0.94% +7,890 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,316 shares; 2024Q4: 220,457 shares; 2025Q1: 541,886 shares; 2025Q2: 1,724,476 shares; 2025Q3: 1,995,931 shares; 2025Q4: 2,248,701 shares; 2026Q1: 2,491,719 shares; 2026Q2: 2,711,023 shares 2,711,023 $70.6M 0.93% +219,304 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,179 shares; 2024Q4: 395,850 shares; 2025Q1: 430,550 shares; 2025Q2: 461,305 shares; 2025Q3: 491,343 shares; 2025Q4: 658,360 shares; 2026Q1: 693,670 shares; 2026Q2: 730,166 shares 730,166 $70.4M 0.93% +36,496 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: 208,614 shares; 2024Q4: 209,706 shares; 2025Q1: 211,461 shares; 2025Q2: 209,150 shares; 2025Q3: 207,668 shares; 2025Q4: 203,928 shares; 2026Q1: 435,786 shares; 2026Q2: 445,373 shares 445,373 $65.3M 0.86% +9,587 Timeline IBCA 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: 1,027,956 shares; 2025Q3: 1,383,525 shares; 2025Q4: 1,715,750 shares; 2026Q1: 2,285,650 shares; 2026Q2: 2,536,059 shares 2,536,059 $64.9M 0.86% +250,409 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: 298,247 shares; 2024Q4: 299,693 shares; 2025Q1: 319,968 shares; 2025Q2: 324,809 shares; 2025Q3: 351,432 shares; 2025Q4: 358,307 shares; 2026Q1: 376,105 shares; 2026Q2: 382,618 shares 382,618 $63.4M 0.84% +6,513 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568,287 shares; 2024Q4: 576,435 shares; 2025Q1: 592,879 shares; 2025Q2: 606,899 shares; 2025Q3: 625,865 shares; 2025Q4: 635,316 shares; 2026Q1: 640,200 shares; 2026Q2: 648,573 shares 648,573 $62.1M 0.82% +8,373 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: 1,996,380 shares; 2024Q4: 2,027,536 shares; 2025Q1: 2,061,479 shares; 2025Q2: 1,001,819 shares; 2025Q3: 2,082,844 shares; 2025Q4: 1,136,557 shares; 2026Q1: 1,135,914 shares; 2026Q2: 1,114,704 shares 1,114,704 $59.8M 0.79% -21,210 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,120 shares; 2024Q4: 92,131 shares; 2025Q1: 104,236 shares; 2025Q2: 107,642 shares; 2025Q3: 119,847 shares; 2025Q4: 122,698 shares; 2026Q1: 114,917 shares; 2026Q2: 116,837 shares 116,837 $59.5M 0.78% +1,920 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,641 shares; 2024Q4: 109,865 shares; 2025Q1: 105,258 shares; 2025Q2: 159,809 shares; 2025Q3: 149,609 shares; 2025Q4: 152,814 shares; 2026Q1: 171,428 shares; 2026Q2: 174,409 shares 174,409 $59M 0.78% +2,981 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,277,922 shares; 2024Q4: 2,328,673 shares; 2025Q1: 2,350,987 shares; 2025Q2: 2,336,393 shares; 2025Q3: 2,375,050 shares; 2025Q4: 2,488,875 shares; 2026Q1: 2,485,262 shares; 2026Q2: 2,337,874 shares 2,337,874 $53.5M 0.71% -147,388 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548,179 shares; 2024Q4: 561,268 shares; 2025Q1: 614,436 shares; 2025Q2: 647,214 shares; 2025Q3: 686,381 shares; 2025Q4: 755,290 shares; 2026Q1: 345,759 shares; 2026Q2: 335,320 shares 335,320 $53.2M 0.7% -10,439 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: 596,317 shares; 2024Q4: 585,630 shares; 2025Q1: 606,791 shares; 2025Q2: 621,943 shares; 2025Q3: 646,437 shares; 2025Q4: 661,157 shares; 2026Q1: 672,406 shares; 2026Q2: 681,001 shares 681,001 $49M 0.65% +8,595 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,694 shares; 2024Q4: 320,576 shares; 2025Q1: 336,947 shares; 2025Q2: 349,905 shares; 2025Q3: 363,917 shares; 2025Q4: 362,811 shares; 2026Q1: 369,782 shares; 2026Q2: 376,564 shares 376,564 $48.4M 0.64% +6,782 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524,928 shares; 2024Q4: 516,440 shares; 2025Q1: 522,105 shares; 2025Q2: 509,522 shares; 2025Q3: 509,384 shares; 2025Q4: 635,386 shares; 2026Q1: 625,972 shares; 2026Q2: 626,853 shares 626,853 $48.3M 0.64% +881 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612,587 shares; 2024Q4: 602,641 shares; 2025Q1: 699,493 shares; 2025Q2: 711,687 shares; 2025Q3: 595,962 shares; 2025Q4: 589,002 shares; 2026Q1: 496,335 shares; 2026Q2: 498,522 shares 498,522 $46.6M 0.61% +2,187 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,938,949 shares; 2024Q4: 2,026,747 shares; 2025Q1: 2,083,268 shares; 2025Q2: 1,319,977 shares; 2025Q3: 1,431,645 shares; 2025Q4: 1,621,156 shares; 2026Q1: 1,762,449 shares; 2026Q2: 1,918,973 shares 1,918,973 $46.5M 0.61% +156,524 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: 975,833 shares; 2024Q4: 952,430 shares; 2025Q1: 806,761 shares; 2025Q2: 812,256 shares; 2025Q3: 822,164 shares; 2025Q4: 830,031 shares; 2026Q1: 401,663 shares; 2026Q2: 386,952 shares 386,952 $45.5M 0.6% -14,711 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: 496,177 shares; 2024Q4: 500,194 shares; 2025Q1: 529,508 shares; 2025Q2: 525,645 shares; 2025Q3: 534,365 shares; 2025Q4: 540,740 shares; 2026Q1: 534,412 shares; 2026Q2: 528,311 shares 528,311 $42.9M 0.57% -6,101 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,124 shares; 2024Q4: 3,045 shares; 2025Q1: 113,378 shares; 2025Q2: 124,742 shares; 2025Q3: 167,263 shares; 2025Q4: 159,662 shares; 2026Q1: 248,947 shares; 2026Q2: 252,864 shares 252,864 $42.1M 0.56% +3,917 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: 43,627 shares; 2024Q4: 43,154 shares; 2025Q1: 43,426 shares; 2025Q2: 43,682 shares; 2025Q3: 42,927 shares; 2025Q4: 42,074 shares; 2026Q1: 41,028 shares; 2026Q2: 40,805 shares 40,805 $41.3M 0.54% -223 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,380 shares; 2024Q4: 262,702 shares; 2025Q1: 260,418 shares; 2025Q2: 247,706 shares; 2025Q3: 248,425 shares; 2025Q4: 282,441 shares; 2026Q1: 278,695 shares; 2026Q2: 277,795 shares 277,795 $41.2M 0.54% -900 Timeline ISPY 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: 268,754 shares; 2025Q1: 665,025 shares; 2025Q2: 731,210 shares; 2025Q3: 756,719 shares; 2025Q4: 784,615 shares; 2026Q1: 864,409 shares; 2026Q2: 825,879 shares 825,879 $39.8M 0.52% -38,530 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,892 shares; 2024Q4: 20,518 shares; 2025Q1: 34,195 shares; 2025Q2: 43,576 shares; 2025Q3: 47,758 shares; 2025Q4: 51,661 shares; 2026Q1: 53,502 shares; 2026Q2: 54,270 shares 54,270 $39.2M 0.52% +768 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,936 shares; 2024Q4: 40,214 shares; 2025Q1: 47,023 shares; 2025Q2: 49,105 shares; 2025Q3: 52,705 shares; 2025Q4: 52,017 shares; 2026Q1: 50,933 shares; 2026Q2: 50,330 shares 50,330 $37.6M 0.5% -603 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,634 shares; 2024Q4: 38,322 shares; 2025Q1: 38,078 shares; 2025Q2: 38,026 shares; 2025Q3: 37,920 shares; 2025Q4: 36,970 shares; 2026Q1: 35,632 shares; 2026Q2: 35,169 shares 35,169 $37.5M 0.49% -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; 2024Q3: 25,228 shares; 2024Q4: 26,520 shares; 2025Q1: 27,596 shares; 2025Q2: 27,863 shares; 2025Q3: 27,740 shares; 2025Q4: 27,432 shares; 2026Q1: 27,421 shares; 2026Q2: 29,637 shares 29,637 $35.5M 0.47% +2,216 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461,844 shares; 2024Q4: 449,278 shares; 2025Q1: 442,173 shares; 2025Q2: 439,593 shares; 2025Q3: 435,317 shares; 2025Q4: 432,828 shares; 2026Q1: 429,042 shares; 2026Q2: 425,907 shares 425,907 $32.4M 0.43% -3,135 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626,256 shares; 2024Q4: 632,214 shares; 2025Q1: 652,649 shares; 2025Q2: 681,188 shares; 2025Q3: 715,516 shares; 2025Q4: 721,680 shares; 2026Q1: 733,691 shares; 2026Q2: 748,354 shares 748,354 $31.7M 0.42% +14,663 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: 49,694 shares; 2024Q4: 52,366 shares; 2025Q1: 58,603 shares; 2025Q2: 60,336 shares; 2025Q3: 61,285 shares; 2025Q4: 62,922 shares; 2026Q1: 61,759 shares; 2026Q2: 61,855 shares 61,855 $31M 0.41% +96 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,059 shares; 2024Q4: 28,542 shares; 2025Q1: 30,630 shares; 2025Q2: 33,630 shares; 2025Q3: 36,641 shares; 2025Q4: 39,476 shares; 2026Q1: 42,974 shares; 2026Q2: 44,507 shares 44,507 $30.6M 0.4% +1,533 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438,054 shares; 2024Q4: 431,354 shares; 2025Q1: 418,229 shares; 2025Q2: 419,959 shares; 2025Q3: 413,095 shares; 2025Q4: 404,318 shares; 2026Q1: 399,632 shares; 2026Q2: 395,360 shares 395,360 $30.5M 0.4% -4,272 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: 12,287 shares; 2024Q4: 11,472 shares; 2025Q1: 11,343 shares; 2025Q2: 10,905 shares; 2025Q3: 10,056 shares; 2025Q4: 1,037,880 shares; 2026Q1: 1,075,418 shares; 2026Q2: 1,059,176 shares 1,059,176 $30.1M 0.4% -16,242 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,710 shares; 2024Q4: 29,162 shares; 2025Q1: 32,274 shares; 2025Q2: 35,563 shares; 2025Q3: 39,135 shares; 2025Q4: 319,408 shares; 2026Q1: 310,709 shares; 2026Q2: 311,192 shares 311,192 $30.1M 0.4% +483 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,133 shares; 2024Q4: 51,192 shares; 2025Q1: 51,585 shares; 2025Q2: 51,710 shares; 2025Q3: 51,939 shares; 2025Q4: 278,708 shares; 2026Q1: 279,033 shares; 2026Q2: 273,741 shares 273,741 $29.9M 0.39% -5,292 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,359 shares; 2025Q3: 172,866 shares; 2025Q4: 203,932 shares; 2026Q1: 259,696 shares; 2026Q2: 294,671 shares 294,671 $29.7M 0.39% +34,975 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846,246 shares; 2024Q4: 796,351 shares; 2025Q1: 651,454 shares; 2025Q2: 622,300 shares; 2025Q3: 620,553 shares; 2025Q4: 595,634 shares; 2026Q1: 541,224 shares; 2026Q2: 518,469 shares 518,469 $29.3M 0.39% -22,755 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: 38,365 shares; 2024Q4: 44,024 shares; 2025Q1: 50,812 shares; 2025Q2: 56,279 shares; 2025Q3: 64,703 shares; 2025Q4: 69,625 shares; 2026Q1: 74,988 shares; 2026Q2: 81,596 shares 81,596 $28M 0.37% +6,608 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,889 shares; 2024Q4: 63,866 shares; 2025Q1: 70,001 shares; 2025Q2: 75,160 shares; 2025Q3: 80,126 shares; 2025Q4: 85,380 shares; 2026Q1: 89,130 shares; 2026Q2: 101,496 shares 101,496 $27.8M 0.37% +12,366 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: 532,045 shares; 2024Q4: 528,654 shares; 2025Q1: 518,054 shares; 2025Q2: 515,243 shares; 2025Q3: 494,662 shares; 2025Q4: 498,172 shares; 2026Q1: 485,278 shares; 2026Q2: 482,584 shares 482,584 $27.5M 0.36% -2,694 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,654 shares; 2024Q4: 279,040 shares; 2025Q1: 289,997 shares; 2025Q2: 296,337 shares; 2025Q3: 302,790 shares; 2025Q4: 300,031 shares; 2026Q1: 309,928 shares; 2026Q2: 314,289 shares 314,289 $27.3M 0.36% +4,361 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,049 shares; 2024Q4: 115,955 shares; 2025Q1: 112,873 shares; 2025Q2: 110,401 shares; 2025Q3: 109,575 shares; 2025Q4: 106,892 shares; 2026Q1: 106,084 shares; 2026Q2: 105,036 shares 105,036 $26.5M 0.35% -1,048 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: 215,451 shares; 2024Q4: 213,302 shares; 2025Q1: 210,502 shares; 2025Q2: 208,629 shares; 2025Q3: 205,059 shares; 2025Q4: 198,922 shares; 2026Q1: 192,860 shares; 2026Q2: 189,191 shares 189,191 $26.5M 0.35% -3,669 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 189,294 shares; 2025Q1: 503,402 shares; 2025Q2: 520,881 shares; 2025Q3: not reported; 2025Q4: 516,539 shares; 2026Q1: 509,591 shares; 2026Q2: 486,683 shares 486,683 $24.6M 0.32% -22,908 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: 60,541 shares; 2024Q4: 61,990 shares; 2025Q1: 61,324 shares; 2025Q2: 62,620 shares; 2025Q3: 63,025 shares; 2025Q4: 62,013 shares; 2026Q1: 62,866 shares; 2026Q2: 63,620 shares 63,620 $24M 0.32% +754 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102,835 shares 102,835 $23M 0.3% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,830 shares; 2024Q4: 93,295 shares; 2025Q1: 91,201 shares; 2025Q2: 89,303 shares; 2025Q3: 88,563 shares; 2025Q4: 130,058 shares; 2026Q1: 126,233 shares; 2026Q2: 123,692 shares 123,692 $22.9M 0.3% -2,541 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: 133,673 shares; 2024Q4: 132,765 shares; 2025Q1: 134,845 shares; 2025Q2: 132,178 shares; 2025Q3: 128,351 shares; 2025Q4: 123,258 shares; 2026Q1: 121,113 shares; 2026Q2: 120,156 shares 120,156 $22.8M 0.3% -957 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,330 shares; 2024Q4: 191,607 shares; 2025Q1: 177,730 shares; 2025Q2: 165,991 shares; 2025Q3: 165,065 shares; 2025Q4: 401,339 shares; 2026Q1: 386,032 shares; 2026Q2: 380,198 shares 380,198 $22.7M 0.3% -5,834 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102,595 shares 102,595 $22.7M 0.3% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591,287 shares; 2024Q4: 587,199 shares; 2025Q1: 593,426 shares; 2025Q2: 593,928 shares; 2025Q3: 603,310 shares; 2025Q4: 596,433 shares; 2026Q1: 599,088 shares; 2026Q2: 594,583 shares 594,583 $21.9M 0.29% -4,505 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: 13,122 shares; 2024Q4: 15,777 shares; 2025Q1: 19,250 shares; 2025Q2: 23,022 shares; 2025Q3: 27,277 shares; 2025Q4: 27,216 shares; 2026Q1: 26,450 shares; 2026Q2: 27,662 shares 27,662 $20.4M 0.27% +1,212 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,116 shares; 2024Q4: 252,238 shares; 2025Q1: 220,482 shares; 2025Q2: 191,531 shares; 2025Q3: 174,301 shares; 2025Q4: 167,051 shares; 2026Q1: 148,123 shares; 2026Q2: 144,313 shares 144,313 $20.2M 0.27% -3,810 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,646 shares; 2024Q4: 206,688 shares; 2025Q1: 224,970 shares; 2025Q2: 236,155 shares; 2025Q3: 250,445 shares; 2025Q4: 258,552 shares; 2026Q1: 264,557 shares; 2026Q2: 268,506 shares 268,506 $20M 0.26% +3,949 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543,934 shares; 2024Q4: 687,869 shares; 2025Q1: 731,728 shares; 2025Q2: 748,226 shares; 2025Q3: 767,795 shares; 2025Q4: 910,518 shares; 2026Q1: 900,558 shares; 2026Q2: 891,306 shares 891,306 $19.9M 0.26% -9,252 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: 418,120 shares; 2024Q4: 483,913 shares; 2025Q1: 528,487 shares; 2025Q2: 554,601 shares; 2025Q3: 568,739 shares; 2025Q4: 584,979 shares; 2026Q1: 608,905 shares; 2026Q2: 622,219 shares 622,219 $19.9M 0.26% +13,314 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,614 shares; 2024Q4: 126,066 shares; 2025Q1: 124,230 shares; 2025Q2: 122,113 shares; 2025Q3: 120,917 shares; 2025Q4: 119,442 shares; 2026Q1: 123,757 shares; 2026Q2: 126,029 shares 126,029 $19.7M 0.26% +2,272 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,758 shares; 2024Q4: 223,777 shares; 2025Q1: 220,697 shares; 2025Q2: 212,045 shares; 2025Q3: 208,002 shares; 2025Q4: 197,938 shares; 2026Q1: 192,059 shares; 2026Q2: 192,187 shares 192,187 $18.9M 0.25% +128 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: 35,293 shares; 2025Q1: 45,139 shares; 2025Q2: 46,711 shares; 2025Q3: 49,937 shares; 2025Q4: 49,450 shares; 2026Q1: 46,352 shares; 2026Q2: 43,381 shares 43,381 $18.8M 0.25% -2,971 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,013,372 shares; 2024Q4: 981,998 shares; 2025Q1: 962,582 shares; 2025Q2: 950,026 shares; 2025Q3: 934,213 shares; 2025Q4: 938,414 shares; 2026Q1: 919,974 shares; 2026Q2: 886,906 shares 886,906 $18.4M 0.24% -33,068 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: 20,993 shares; 2024Q4: 24,942 shares; 2025Q1: 27,213 shares; 2025Q2: 28,084 shares; 2025Q3: 29,454 shares; 2025Q4: 29,813 shares; 2026Q1: 31,753 shares; 2026Q2: 31,838 shares 31,838 $17.9M 0.24% +85 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: 65,321 shares; 2024Q4: 64,024 shares; 2025Q1: 64,184 shares; 2025Q2: 63,524 shares; 2025Q3: 60,860 shares; 2025Q4: 62,186 shares; 2026Q1: 62,775 shares; 2026Q2: 63,364 shares 63,364 $17.8M 0.23% +589 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: 126,735 shares; 2024Q4: 128,402 shares; 2025Q1: 138,731 shares; 2025Q2: 142,678 shares; 2025Q3: 146,424 shares; 2025Q4: 147,888 shares; 2026Q1: 148,589 shares; 2026Q2: 149,541 shares 149,541 $16.9M 0.22% +952 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 737,160 shares; 2024Q4: 763,662 shares; 2025Q1: 798,829 shares; 2025Q2: 377,446 shares; 2025Q3: 434,006 shares; 2025Q4: 541,186 shares; 2026Q1: 618,381 shares; 2026Q2: 660,322 shares 660,322 $16M 0.21% +41,941 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,397 shares; 2024Q4: 64,676 shares; 2025Q1: 61,399 shares; 2025Q2: 66,563 shares; 2025Q3: 67,908 shares; 2025Q4: 67,825 shares; 2026Q1: 71,138 shares; 2026Q2: 72,675 shares 72,675 $15.5M 0.2% +1,537 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: 13,406 shares; 2024Q4: 14,224 shares; 2025Q1: 14,635 shares; 2025Q2: 14,799 shares; 2025Q3: 15,773 shares; 2025Q4: 15,972 shares; 2026Q1: 16,412 shares; 2026Q2: 16,336 shares 16,336 $15.3M 0.2% -76 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,997 shares; 2024Q4: 21,654 shares; 2025Q1: 23,961 shares; 2025Q2: 32,882 shares; 2025Q3: 33,135 shares; 2025Q4: 33,969 shares; 2026Q1: 35,511 shares; 2026Q2: 36,301 shares 36,301 $15.3M 0.2% +790 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,885 shares; 2024Q4: 22,428 shares; 2025Q1: 9,896 shares; 2025Q2: 9,581 shares; 2025Q3: 9,314 shares; 2025Q4: 202,428 shares; 2026Q1: 212,200 shares; 2026Q2: 207,204 shares 207,204 $15.2M 0.2% -4,996 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,198 shares; 2024Q4: 469,323 shares; 2025Q1: 556,293 shares; 2025Q2: 597,695 shares; 2025Q3: 632,746 shares; 2025Q4: 669,707 shares; 2026Q1: 706,302 shares; 2026Q2: 735,149 shares 735,149 $14.8M 0.2% +28,847 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,276 shares; 2024Q4: 384,983 shares; 2025Q1: 376,693 shares; 2025Q2: 396,754 shares; 2025Q3: 407,237 shares; 2025Q4: 420,261 shares; 2026Q1: 445,936 shares; 2026Q2: 484,192 shares 484,192 $14.5M 0.19% +38,256 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: 30,883 shares; 2024Q4: 32,631 shares; 2025Q1: 38,862 shares; 2025Q2: 38,226 shares; 2025Q3: 38,606 shares; 2025Q4: 38,278 shares; 2026Q1: 39,375 shares; 2026Q2: 40,333 shares 40,333 $14.3M 0.19% +958 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,697 shares; 2024Q4: 120,546 shares; 2025Q1: 69,069 shares; 2025Q2: 65,600 shares; 2025Q3: 64,270 shares; 2025Q4: 62,529 shares; 2026Q1: 60,331 shares; 2026Q2: 59,349 shares 59,349 $14.1M 0.19% -982 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,915 shares; 2025Q1: 6,578 shares; 2025Q2: 5,426 shares; 2025Q3: 35,089 shares; 2025Q4: 94,641 shares; 2026Q1: 135,554 shares; 2026Q2: 166,440 shares 166,440 $13.8M 0.18% +30,886 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,161 shares; 2024Q4: 7,910 shares; 2025Q1: 163,379 shares; 2025Q2: 176,232 shares; 2025Q3: 190,238 shares; 2025Q4: 202,953 shares; 2026Q1: 213,104 shares; 2026Q2: 221,990 shares 221,990 $13.8M 0.18% +8,886 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,194 shares; 2024Q4: 54,599 shares; 2025Q1: 62,023 shares; 2025Q2: 65,174 shares; 2025Q3: 68,704 shares; 2025Q4: 71,680 shares; 2026Q1: 75,227 shares; 2026Q2: 76,315 shares 76,315 $13.7M 0.18% +1,088 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,172 shares; 2024Q4: 71,098 shares; 2025Q1: 72,919 shares; 2025Q2: 71,876 shares; 2025Q3: 71,893 shares; 2025Q4: 73,567 shares; 2026Q1: 72,925 shares; 2026Q2: 74,755 shares 74,755 $13.5M 0.18% +1,830 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: 203,621 shares; 2024Q4: 190,695 shares; 2025Q1: 163,741 shares; 2025Q2: 156,167 shares; 2025Q3: 140,405 shares; 2025Q4: 129,922 shares; 2026Q1: 127,603 shares; 2026Q2: 121,596 shares 121,596 $13.1M 0.17% -6,007 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,760 shares; 2024Q4: 339,067 shares; 2025Q1: 360,465 shares; 2025Q2: 378,394 shares; 2025Q3: 397,090 shares; 2025Q4: 407,592 shares; 2026Q1: 441,651 shares; 2026Q2: 475,238 shares 475,238 $12.6M 0.17% +33,587 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,552 shares; 2024Q4: 55,056 shares; 2025Q1: 54,697 shares; 2025Q2: 55,037 shares; 2025Q3: 54,713 shares; 2025Q4: 57,500 shares; 2026Q1: 54,689 shares; 2026Q2: 52,234 shares 52,234 $12.4M 0.16% -2,455 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,701 shares; 2024Q4: 387,492 shares; 2025Q1: 353,006 shares; 2025Q2: 358,139 shares; 2025Q3: 106,239 shares; 2025Q4: 102,666 shares; 2026Q1: 97,202 shares; 2026Q2: 93,913 shares 93,913 $11.9M 0.16% -3,289 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 277,201 shares; 2025Q4: 296,303 shares; 2026Q1: 319,089 shares; 2026Q2: 352,018 shares 352,018 $11.8M 0.16% +32,929 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,741 shares; 2024Q4: 12,862 shares; 2025Q1: 14,954 shares; 2025Q2: 16,575 shares; 2025Q3: 19,015 shares; 2025Q4: 19,330 shares; 2026Q1: 20,251 shares; 2026Q2: 19,804 shares 19,804 $11.5M 0.15% -447 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: 31,333 shares; 2024Q4: 31,348 shares; 2025Q1: 30,841 shares; 2025Q2: 30,935 shares; 2025Q3: 31,159 shares; 2025Q4: 30,864 shares; 2026Q1: 31,596 shares; 2026Q2: 31,607 shares 31,607 $11.4M 0.15% +11 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,514 shares; 2024Q4: 247,792 shares; 2025Q1: 229,731 shares; 2025Q2: 216,450 shares; 2025Q3: 214,327 shares; 2025Q4: 208,034 shares; 2026Q1: 204,573 shares; 2026Q2: 194,661 shares 194,661 $11.2M 0.15% -9,912 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 54,620 shares 54,620 $11.1M 0.15% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,528 shares; 2024Q4: 71,055 shares; 2025Q1: 69,778 shares; 2025Q2: 69,869 shares; 2025Q3: 69,920 shares; 2025Q4: 71,274 shares; 2026Q1: 71,113 shares; 2026Q2: 69,701 shares 69,701 $10.2M 0.13% -1,412 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,242 shares; 2024Q4: 264,277 shares; 2025Q1: 45,165 shares; 2025Q2: 310,191 shares; 2025Q3: 47,538 shares; 2025Q4: 90,828 shares; 2026Q1: 89,463 shares; 2026Q2: 87,045 shares 87,045 $10.2M 0.13% -2,418 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,572 shares; 2024Q4: 70,067 shares; 2025Q1: 48,012 shares; 2025Q2: 45,880 shares; 2025Q3: 40,670 shares; 2025Q4: 39,711 shares; 2026Q1: 39,418 shares; 2026Q2: 38,736 shares 38,736 $10.1M 0.13% -682 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,691 shares; 2024Q4: 69,352 shares; 2025Q1: 69,024 shares; 2025Q2: 66,963 shares; 2025Q3: 65,966 shares; 2025Q4: 62,858 shares; 2026Q1: 61,364 shares; 2026Q2: 61,043 shares 61,043 $9.88M 0.13% -321 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; 2024Q3: 22,461 shares; 2024Q4: 30,996 shares; 2025Q1: 41,992 shares; 2025Q2: 69,436 shares; 2025Q3: 83,746 shares; 2025Q4: 104,688 shares; 2026Q1: 99,109 shares; 2026Q2: 82,295 shares 82,295 $9.71M 0.13% -16,814 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648,918 shares; 2024Q4: 593,359 shares; 2025Q1: 492,285 shares; 2025Q2: 469,609 shares; 2025Q3: 458,850 shares; 2025Q4: 432,413 shares; 2026Q1: 422,920 shares; 2026Q2: 398,271 shares 398,271 $9.59M 0.13% -24,649 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 161,013 shares 161,013 $9.5M 0.13% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,851 shares; 2024Q4: 10,618 shares; 2025Q1: 12,716 shares; 2025Q2: 14,223 shares; 2025Q3: 14,383 shares; 2025Q4: 23,977 shares; 2026Q1: 24,891 shares; 2026Q2: 24,971 shares 24,971 $9.33M 0.12% +80 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,095 shares; 2024Q4: 8,713 shares; 2025Q1: 8,921 shares; 2025Q2: 12,041 shares; 2025Q3: 14,027 shares; 2025Q4: 17,844 shares; 2026Q1: 17,301 shares; 2026Q2: 106,204 shares 106,204 $9.15M 0.12% +88,903 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,704,116 shares; 2024Q4: 2,620,946 shares; 2025Q1: 2,540,503 shares; 2025Q2: 2,418,455 shares; 2025Q3: 2,276,166 shares; 2025Q4: 2,060,450 shares; 2026Q1: 1,736,686 shares; 2026Q2: 1,481,041 shares 1,481,041 $9.09M 0.12% -255,645 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,837 shares; 2024Q4: 8,268 shares; 2025Q1: 13,852 shares; 2025Q2: 20,176 shares; 2025Q3: 25,873 shares; 2025Q4: 28,727 shares; 2026Q1: 31,927 shares; 2026Q2: 33,744 shares 33,744 $9.05M 0.12% +1,817 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,642 shares; 2024Q4: 102,187 shares; 2025Q1: 103,950 shares; 2025Q2: 101,317 shares; 2025Q3: 100,893 shares; 2025Q4: 349,514 shares; 2026Q1: 201,420 shares; 2026Q2: 199,402 shares 199,402 $9.04M 0.12% -2,018 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: 29,615 shares; 2024Q4: 29,593 shares; 2025Q1: 33,312 shares; 2025Q2: 33,100 shares; 2025Q3: 33,013 shares; 2025Q4: 34,241 shares; 2026Q1: 33,788 shares; 2026Q2: 33,148 shares 33,148 $8.96M 0.12% -640 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,050 shares; 2024Q4: 24,701 shares; 2025Q1: 20,663 shares; 2025Q2: 20,927 shares; 2025Q3: 21,413 shares; 2025Q4: 19,045 shares; 2026Q1: 25,242 shares; 2026Q2: 24,164 shares 24,164 $8.94M 0.12% -1,078 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 130,013 shares; 2025Q1: 381,627 shares; 2025Q2: 384,187 shares; 2025Q3: 377,046 shares; 2025Q4: 376,530 shares; 2026Q1: 388,329 shares; 2026Q2: 386,746 shares 386,746 $8.93M 0.12% -1,583 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,280 shares; 2024Q4: 26,147 shares; 2025Q1: 28,849 shares; 2025Q2: 28,268 shares; 2025Q3: 28,248 shares; 2025Q4: 28,565 shares; 2026Q1: 28,385 shares; 2026Q2: 28,331 shares 28,331 $8.91M 0.12% -54 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,410,702 shares; 2024Q4: 3,516,137 shares; 2025Q1: 3,530,186 shares; 2025Q2: 3,361,984 shares; 2025Q3: 3,115,920 shares; 2025Q4: 2,889,829 shares; 2026Q1: 2,539,012 shares; 2026Q2: 2,329,618 shares 2,329,618 $8.48M 0.11% -209,394 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,878 shares; 2024Q4: 6,317 shares; 2025Q1: 7,429 shares; 2025Q2: 5,788 shares; 2025Q3: 5,528 shares; 2025Q4: 5,582 shares; 2026Q1: 6,848 shares; 2026Q2: 7,277 shares 7,277 $8.4M 0.11% +429 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,936 shares; 2024Q4: 22,797 shares; 2025Q1: 27,955 shares; 2025Q2: 30,194 shares; 2025Q3: 33,924 shares; 2025Q4: 33,345 shares; 2026Q1: 35,896 shares; 2026Q2: 38,110 shares 38,110 $8.36M 0.11% +2,214 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,751 shares; 2024Q4: 10,447 shares; 2025Q1: 15,141 shares; 2025Q2: 14,567 shares; 2025Q3: 15,435 shares; 2025Q4: 16,880 shares; 2026Q1: 16,310 shares; 2026Q2: 16,060 shares 16,060 $8.25M 0.11% -250 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,319 shares; 2024Q4: 57,541 shares; 2025Q1: 58,917 shares; 2025Q2: 62,083 shares; 2025Q3: 62,129 shares; 2025Q4: 64,147 shares; 2026Q1: 65,063 shares; 2026Q2: 64,945 shares 64,945 $8.22M 0.11% -118 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: 22,714 shares; 2024Q4: 25,296 shares; 2025Q1: 23,219 shares; 2025Q2: 20,400 shares; 2025Q3: 19,928 shares; 2025Q4: 19,488 shares; 2026Q1: 18,721 shares; 2026Q2: 19,054 shares 19,054 $7.92M 0.1% +333 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,230 shares; 2024Q4: 2,999 shares; 2025Q1: 3,054 shares; 2025Q2: 3,605 shares; 2025Q3: 3,679 shares; 2025Q4: 6,177 shares; 2026Q1: 6,484 shares; 2026Q2: 6,693 shares 6,693 $7.86M 0.1% +209 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,087 shares; 2024Q4: 79,362 shares; 2025Q1: 77,593 shares; 2025Q2: 76,011 shares; 2025Q3: 74,856 shares; 2025Q4: 100,305 shares; 2026Q1: 100,200 shares; 2026Q2: 98,677 shares 98,677 $7.69M 0.1% -1,523 Timeline IBCB 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: 299,515 shares 299,515 $7.54M 0.1% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,623 shares; 2025Q3: 34,720 shares; 2025Q4: 44,320 shares; 2026Q1: 59,932 shares; 2026Q2: 62,875 shares 62,875 $7.29M 0.1% +2,943 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,713 shares; 2024Q4: 69,238 shares; 2025Q1: 14,579 shares; 2025Q2: 13,583 shares; 2025Q3: 13,028 shares; 2025Q4: 12,376 shares; 2026Q1: 11,829 shares; 2026Q2: 11,357 shares 11,357 $7.2M 0.1% -472 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,770 shares; 2024Q4: 267,365 shares; 2025Q1: 310,320 shares; 2025Q2: 306,152 shares; 2025Q3: 335,427 shares; 2025Q4: 386,101 shares; 2026Q1: 381,355 shares; 2026Q2: 375,209 shares 375,209 $7.17M 0.09% -6,146 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: 56,791 shares; 2024Q4: 55,636 shares; 2025Q1: 55,176 shares; 2025Q2: 53,772 shares; 2025Q3: 54,799 shares; 2025Q4: 55,138 shares; 2026Q1: 52,874 shares; 2026Q2: 51,813 shares 51,813 $7.09M 0.09% -1,061 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954,311 shares; 2024Q4: 1,004,445 shares; 2025Q1: 1,020,187 shares; 2025Q2: 974,134 shares; 2025Q3: 909,474 shares; 2025Q4: 844,152 shares; 2026Q1: 729,312 shares; 2026Q2: 668,720 shares 668,720 $6.83M 0.09% -60,592 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,184 shares; 2024Q4: 39,927 shares; 2025Q1: 40,657 shares; 2025Q2: 40,987 shares; 2025Q3: 44,888 shares; 2025Q4: 46,340 shares; 2026Q1: 48,414 shares; 2026Q2: 49,465 shares 49,465 $6.7M 0.09% +1,051 Timeline FLRN 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: 178,957 shares; 2024Q4: 175,123 shares; 2025Q1: 174,471 shares; 2025Q2: 159,604 shares; 2025Q3: 158,283 shares; 2025Q4: 216,607 shares; 2026Q1: 217,909 shares; 2026Q2: 215,995 shares 215,995 $6.66M 0.09% -1,914 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 589,663 shares; 2024Q4: 617,681 shares; 2025Q1: 655,801 shares; 2025Q2: 83,960 shares; 2025Q3: 82,500 shares; 2025Q4: 78,007 shares; 2026Q1: 77,833 shares; 2026Q2: 76,836 shares 76,836 $6.38M 0.08% -997 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: 61,449 shares; 2024Q4: 62,400 shares; 2025Q1: 64,534 shares; 2025Q2: 62,442 shares; 2025Q3: 64,040 shares; 2025Q4: 66,464 shares; 2026Q1: 71,816 shares; 2026Q2: 72,100 shares 72,100 $6.33M 0.08% +284 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 504,499 shares; 2024Q4: 409,608 shares; 2025Q1: 88,466 shares; 2025Q2: 78,084 shares; 2025Q3: 68,894 shares; 2025Q4: 65,935 shares; 2026Q1: 61,904 shares; 2026Q2: 57,413 shares 57,413 $5.94M 0.08% -4,491 Timeline SOXQ 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: 38,195 shares; 2025Q3: 40,716 shares; 2025Q4: 41,335 shares; 2026Q1: 42,058 shares; 2026Q2: 50,982 shares 50,982 $5.72M 0.08% +8,924 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,786 shares; 2025Q4: 28,760 shares; 2026Q1: 41,013 shares; 2026Q2: 106,146 shares 106,146 $5.64M 0.07% +65,133 Timeline EMLC 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: 825,510 shares; 2024Q4: 395,152 shares; 2025Q1: 260,628 shares; 2025Q2: 214,700 shares; 2025Q3: 199,087 shares; 2025Q4: 214,054 shares; 2026Q1: 219,959 shares; 2026Q2: 219,515 shares 219,515 $5.61M 0.07% -444 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: 1,753 shares; 2024Q4: 2,199 shares; 2025Q1: 3,904 shares; 2025Q2: 3,744 shares; 2025Q3: 3,719 shares; 2025Q4: 37,452 shares; 2026Q1: 62,525 shares; 2026Q2: 77,845 shares 77,845 $5.56M 0.07% +15,320 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285,535 shares; 2026Q2: 296,331 shares 296,331 $5.52M 0.07% +10,796 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,408 shares; 2024Q4: 1,671 shares; 2025Q1: 2,282 shares; 2025Q2: 4,593 shares; 2025Q3: 7,278 shares; 2025Q4: 10,450 shares; 2026Q1: 12,025 shares; 2026Q2: 16,010 shares 16,010 $5.49M 0.07% +3,985 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830,620 shares; 2024Q4: 899,610 shares; 2025Q1: 924,034 shares; 2025Q2: 882,054 shares; 2025Q3: 811,482 shares; 2025Q4: 714,065 shares; 2026Q1: 629,405 shares; 2026Q2: 580,562 shares 580,562 $5.44M 0.07% -48,843 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,701 shares; 2024Q4: 11,295 shares; 2025Q1: 12,133 shares; 2025Q2: 11,689 shares; 2025Q3: 11,994 shares; 2025Q4: 13,048 shares; 2026Q1: 14,568 shares; 2026Q2: 14,618 shares 14,618 $5.38M 0.07% +50 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; 2024Q3: 119,958 shares; 2024Q4: 97,002 shares; 2025Q1: 81,636 shares; 2025Q2: 73,650 shares; 2025Q3: 69,515 shares; 2025Q4: 64,717 shares; 2026Q1: 61,210 shares; 2026Q2: 56,511 shares 56,511 $5.36M 0.07% -4,699 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; 2024Q3: 15,886 shares; 2024Q4: 15,590 shares; 2025Q1: 15,062 shares; 2025Q2: 14,707 shares; 2025Q3: 14,168 shares; 2025Q4: 13,986 shares; 2026Q1: 13,511 shares; 2026Q2: 13,258 shares 13,258 $5.33M 0.07% -253 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,082 shares; 2024Q4: 44,048 shares; 2025Q1: 41,300 shares; 2025Q2: 41,097 shares; 2025Q3: 38,414 shares; 2025Q4: 75,500 shares; 2026Q1: 67,946 shares; 2026Q2: 65,778 shares 65,778 $5.33M 0.07% -2,168 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,917 shares; 2024Q4: 7,058 shares; 2025Q1: 12,014 shares; 2025Q2: 16,401 shares; 2025Q3: 21,737 shares; 2025Q4: 32,255 shares; 2026Q1: 37,228 shares; 2026Q2: 38,542 shares 38,542 $4.8M 0.06% +1,314 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,666 shares; 2024Q4: 53,284 shares; 2025Q1: 52,657 shares; 2025Q2: 51,625 shares; 2025Q3: 50,600 shares; 2025Q4: 53,307 shares; 2026Q1: 50,742 shares; 2026Q2: 49,198 shares 49,198 $4.74M 0.06% -1,544 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,101 shares; 2024Q4: 7,547 shares; 2025Q1: 8,528 shares; 2025Q2: 8,622 shares; 2025Q3: 8,839 shares; 2025Q4: 9,160 shares; 2026Q1: 9,523 shares; 2026Q2: 37,756 shares 37,756 $4.69M 0.06% +28,233 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,966 shares; 2024Q4: 74,640 shares; 2025Q1: 73,300 shares; 2025Q2: 71,790 shares; 2025Q3: 71,031 shares; 2025Q4: 69,513 shares; 2026Q1: 69,242 shares; 2026Q2: 68,063 shares 68,063 $4.56M 0.06% -1,179 Timeline CWI 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: 120,302 shares; 2024Q4: 120,032 shares; 2025Q1: 115,858 shares; 2025Q2: 113,560 shares; 2025Q3: 109,220 shares; 2025Q4: 124,318 shares; 2026Q1: 115,621 shares; 2026Q2: 111,244 shares 111,244 $4.52M 0.06% -4,377 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,656 shares; 2024Q4: 73,355 shares; 2025Q1: 75,292 shares; 2025Q2: 69,705 shares; 2025Q3: 73,254 shares; 2025Q4: 69,172 shares; 2026Q1: 68,067 shares; 2026Q2: 65,733 shares 65,733 $4.49M 0.06% -2,334 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,011 shares; 2025Q1: 42,156 shares; 2025Q2: 58,224 shares; 2025Q3: 69,613 shares; 2025Q4: 80,338 shares; 2026Q1: 86,922 shares; 2026Q2: 90,575 shares 90,575 $4.46M 0.06% +3,653 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,750 shares; 2024Q4: 261,498 shares; 2025Q1: 262,174 shares; 2025Q2: 258,677 shares; 2025Q3: 245,534 shares; 2025Q4: 224,258 shares; 2026Q1: 401,136 shares; 2026Q2: 394,802 shares 394,802 $4.39M 0.06% -6,334 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,546 shares; 2024Q4: 15,898 shares; 2025Q1: 15,806 shares; 2025Q2: 16,230 shares; 2025Q3: 16,444 shares; 2025Q4: 18,915 shares; 2026Q1: 19,315 shares; 2026Q2: 20,247 shares 20,247 $4.38M 0.06% +932 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,605 shares; 2024Q4: 110,282 shares; 2025Q1: 126,066 shares; 2025Q2: 166,576 shares; 2025Q3: 132,544 shares; 2025Q4: 128,603 shares; 2026Q1: 129,639 shares; 2026Q2: 134,735 shares 134,735 $4.27M 0.06% +5,096 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,145 shares; 2024Q4: 3,125 shares; 2025Q1: 8,414 shares; 2025Q2: 8,424 shares; 2025Q3: 8,341 shares; 2025Q4: 8,777 shares; 2026Q1: 8,805 shares; 2026Q2: 8,853 shares 8,853 $4.23M 0.06% +48 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: 21,045 shares; 2024Q4: 21,738 shares; 2025Q1: 23,121 shares; 2025Q2: 23,164 shares; 2025Q3: 20,638 shares; 2025Q4: 19,623 shares; 2026Q1: 19,816 shares; 2026Q2: 20,219 shares 20,219 $4.23M 0.06% +403 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: 56,646 shares; 2024Q4: 53,334 shares; 2025Q1: 50,654 shares; 2025Q2: 46,282 shares; 2025Q3: 40,260 shares; 2025Q4: 32,758 shares; 2026Q1: 33,507 shares; 2026Q2: 32,374 shares 32,374 $4.2M 0.06% -1,133 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: 12,205 shares; 2024Q4: 12,737 shares; 2025Q1: 13,158 shares; 2025Q2: 13,462 shares; 2025Q3: 13,734 shares; 2025Q4: 14,065 shares; 2026Q1: 14,665 shares; 2026Q2: 15,219 shares 15,219 $4.12M 0.05% +554 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,175 shares; 2024Q4: 8,475 shares; 2025Q1: 9,983 shares; 2025Q2: 10,403 shares; 2025Q3: 10,765 shares; 2025Q4: 18,094 shares; 2026Q1: 17,783 shares; 2026Q2: 17,938 shares 17,938 $3.91M 0.05% +155 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,001 shares; 2024Q4: 2,001 shares; 2025Q1: 2,001 shares; 2025Q2: 2,001 shares; 2025Q3: 2,814 shares; 2025Q4: 9,697 shares; 2026Q1: 12,726 shares; 2026Q2: 19,475 shares 19,475 $3.89M 0.05% +6,749 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; 2024Q3: 89,539 shares; 2024Q4: 75,080 shares; 2025Q1: 70,380 shares; 2025Q2: 65,725 shares; 2025Q3: 62,348 shares; 2025Q4: 55,451 shares; 2026Q1: 53,537 shares; 2026Q2: 60,762 shares 60,762 $3.82M 0.05% +7,225 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,405 shares; 2024Q4: 27,734 shares; 2025Q1: 28,465 shares; 2025Q2: 27,821 shares; 2025Q3: 27,420 shares; 2025Q4: 28,056 shares; 2026Q1: 27,859 shares; 2026Q2: 27,745 shares 27,745 $3.76M 0.05% -114 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395,300 shares; 2024Q4: 390,926 shares; 2025Q1: 392,901 shares; 2025Q2: 381,790 shares; 2025Q3: 375,549 shares; 2025Q4: 339,499 shares; 2026Q1: 323,491 shares; 2026Q2: 316,233 shares 316,233 $3.71M 0.05% -7,258 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: 4,200 shares; 2024Q4: 8,963 shares; 2025Q1: 9,695 shares; 2025Q2: 8,653 shares; 2025Q3: 9,390 shares; 2025Q4: 9,627 shares; 2026Q1: 10,300 shares; 2026Q2: 10,885 shares 10,885 $3.71M 0.05% +585 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,482 shares; 2024Q4: 368,982 shares; 2025Q1: 374,906 shares; 2025Q2: 360,054 shares; 2025Q3: 359,699 shares; 2025Q4: 328,828 shares; 2026Q1: 307,901 shares; 2026Q2: 305,660 shares 305,660 $3.7M 0.05% -2,241 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: 12,201 shares; 2024Q4: 12,313 shares; 2025Q1: 13,560 shares; 2025Q2: 12,793 shares; 2025Q3: 12,757 shares; 2025Q4: 11,446 shares; 2026Q1: 11,886 shares; 2026Q2: 12,219 shares 12,219 $3.64M 0.05% +333 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,875 shares; 2024Q4: 17,328 shares; 2025Q1: 17,244 shares; 2025Q2: 17,178 shares; 2025Q3: 16,825 shares; 2025Q4: 16,778 shares; 2026Q1: 16,953 shares; 2026Q2: 15,898 shares 15,898 $3.61M 0.05% -1,055 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,585 shares; 2025Q2: 24,188 shares; 2025Q3: 35,535 shares; 2025Q4: 66,619 shares; 2026Q1: 80,363 shares; 2026Q2: 97,220 shares 97,220 $3.54M 0.05% +16,857 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,871 shares; 2024Q4: 9,766 shares; 2025Q1: 8,343 shares; 2025Q2: 8,593 shares; 2025Q3: 9,403 shares; 2025Q4: 9,791 shares; 2026Q1: 9,616 shares; 2026Q2: 9,604 shares 9,604 $3.4M 0.04% -12 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,536 shares; 2024Q4: 8,794 shares; 2025Q1: 16,494 shares; 2025Q2: 18,181 shares; 2025Q3: 18,105 shares; 2025Q4: 18,508 shares; 2026Q1: 19,290 shares; 2026Q2: 21,059 shares 21,059 $3.33M 0.04% +1,769 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,898 shares; 2024Q4: 23,038 shares; 2025Q1: 23,163 shares; 2025Q2: 23,112 shares; 2025Q3: 23,078 shares; 2025Q4: 23,393 shares; 2026Q1: 23,300 shares; 2026Q2: 23,186 shares 23,186 $3.32M 0.04% -114 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,743 shares; 2024Q4: 24,918 shares; 2025Q1: 28,024 shares; 2025Q2: 29,057 shares; 2025Q3: 27,419 shares; 2025Q4: not reported; 2026Q1: 30,965 shares; 2026Q2: 41,587 shares 41,587 $3.29M 0.04% +10,622 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: 71,601 shares; 2024Q4: 60,867 shares; 2025Q1: 36,690 shares; 2025Q2: 33,647 shares; 2025Q3: 32,060 shares; 2025Q4: 30,331 shares; 2026Q1: 25,705 shares; 2026Q2: 24,958 shares 24,958 $3.26M 0.04% -747 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,773 shares; 2024Q4: 44,451 shares; 2025Q1: 42,798 shares; 2025Q2: 41,567 shares; 2025Q3: 40,852 shares; 2025Q4: 39,236 shares; 2026Q1: 36,964 shares; 2026Q2: 36,425 shares 36,425 $3.2M 0.04% -539 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,906 shares; 2024Q4: 6,367 shares; 2025Q1: 6,883 shares; 2025Q2: 7,157 shares; 2025Q3: 7,681 shares; 2025Q4: 7,365 shares; 2026Q1: 8,293 shares; 2026Q2: 8,507 shares 8,507 $3.19M 0.04% +214 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: 5,440 shares; 2024Q4: 5,462 shares; 2025Q1: 5,768 shares; 2025Q2: 6,555 shares; 2025Q3: 6,690 shares; 2025Q4: 6,807 shares; 2026Q1: 7,211 shares; 2026Q2: 7,433 shares 7,433 $3.17M 0.04% +222 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,720 shares; 2024Q4: 1,857 shares; 2025Q1: 1,983 shares; 2025Q2: 30,086 shares; 2025Q3: 32,349 shares; 2025Q4: 32,461 shares; 2026Q1: 33,997 shares; 2026Q2: 34,093 shares 34,093 $3.14M 0.04% +96 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,737 shares; 2024Q4: 16,263 shares; 2025Q1: 22,046 shares; 2025Q2: 23,400 shares; 2025Q3: 25,696 shares; 2025Q4: 26,744 shares; 2026Q1: 27,396 shares; 2026Q2: 26,834 shares 26,834 $3.13M 0.04% -562 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,923 shares; 2024Q4: 5,480 shares; 2025Q1: 8,050 shares; 2025Q2: 7,432 shares; 2025Q3: 7,882 shares; 2025Q4: 9,787 shares; 2026Q1: 10,339 shares; 2026Q2: 10,294 shares 10,294 $3.12M 0.04% -45 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: 49,255 shares; 2024Q4: 47,058 shares; 2025Q1: 44,955 shares; 2025Q2: 42,362 shares; 2025Q3: 39,021 shares; 2025Q4: 40,568 shares; 2026Q1: 38,931 shares; 2026Q2: 37,381 shares 37,381 $3.09M 0.04% -1,550 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,251 shares; 2024Q4: 8,892 shares; 2025Q1: 10,366 shares; 2025Q2: 11,405 shares; 2025Q3: 9,412 shares; 2025Q4: 41,185 shares; 2026Q1: 41,168 shares; 2026Q2: 40,069 shares 40,069 $3.07M 0.04% -1,099 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: 735 shares; 2024Q4: 737 shares; 2025Q1: 814 shares; 2025Q2: 905 shares; 2025Q3: 812 shares; 2025Q4: 842 shares; 2026Q1: 916 shares; 2026Q2: 10,107 shares 10,107 $3.05M 0.04% +9,191 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,374 shares; 2024Q4: 6,290 shares; 2025Q1: 6,303 shares; 2025Q2: 6,409 shares; 2025Q3: 6,617 shares; 2025Q4: 6,735 shares; 2026Q1: 7,839 shares; 2026Q2: 7,916 shares 7,916 $2.93M 0.04% +77 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: 26,387 shares; 2024Q4: 25,795 shares; 2025Q1: 24,202 shares; 2025Q2: 23,379 shares; 2025Q3: 23,227 shares; 2025Q4: 23,074 shares; 2026Q1: 23,174 shares; 2026Q2: 22,809 shares 22,809 $2.88M 0.04% -365 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,235 shares; 2024Q4: 11,244 shares; 2025Q1: 11,340 shares; 2025Q2: 10,821 shares; 2025Q3: 11,485 shares; 2025Q4: not reported; 2026Q1: 11,368 shares; 2026Q2: 10,538 shares 10,538 $2.87M 0.04% -830 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,270 shares; 2025Q3: 36,461 shares; 2025Q4: 48,537 shares; 2026Q1: 56,672 shares; 2026Q2: 74,563 shares 74,563 $2.84M 0.04% +17,891 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,844 shares; 2024Q4: 2,379 shares; 2025Q1: 2,672 shares; 2025Q2: 3,506 shares; 2025Q3: 3,521 shares; 2025Q4: 3,780 shares; 2026Q1: 3,664 shares; 2026Q2: 3,758 shares 3,758 $2.84M 0.04% +94 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,343 shares; 2024Q4: 45,404 shares; 2025Q1: 71,052 shares; 2025Q2: 93,762 shares; 2025Q3: 81,780 shares; 2025Q4: 95,075 shares; 2026Q1: 114,130 shares; 2026Q2: 95,454 shares 95,454 $2.81M 0.04% -18,676 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,802 shares; 2024Q4: 48,227 shares; 2025Q1: 49,281 shares; 2025Q2: 49,329 shares; 2025Q3: 49,217 shares; 2025Q4: 50,218 shares; 2026Q1: 50,379 shares; 2026Q2: 50,606 shares 50,606 $2.74M 0.04% +227 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,111 shares; 2024Q4: 21,978 shares; 2025Q1: 23,533 shares; 2025Q2: 22,735 shares; 2025Q3: 21,863 shares; 2025Q4: 24,243 shares; 2026Q1: 23,464 shares; 2026Q2: 22,923 shares 22,923 $2.69M 0.04% -541 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,165 shares; 2024Q4: 33,176 shares; 2025Q1: 34,374 shares; 2025Q2: 24,568 shares; 2025Q3: 23,677 shares; 2025Q4: 24,457 shares; 2026Q1: 24,796 shares; 2026Q2: 24,233 shares 24,233 $2.68M 0.04% -563 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,369 shares; 2024Q4: 40,419 shares; 2025Q1: 43,662 shares; 2025Q2: 52,356 shares; 2025Q3: 52,814 shares; 2025Q4: 117,782 shares; 2026Q1: 116,515 shares; 2026Q2: 119,829 shares 119,829 $2.65M 0.03% +3,314 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,075 shares; 2025Q3: 12,375 shares; 2025Q4: 16,616 shares; 2026Q1: 19,596 shares; 2026Q2: 26,194 shares 26,194 $2.64M 0.03% +6,598 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,757 shares; 2024Q4: 39,413 shares; 2025Q1: 45,581 shares; 2025Q2: 43,493 shares; 2025Q3: 39,595 shares; 2025Q4: 53,773 shares; 2026Q1: 50,104 shares; 2026Q2: 51,430 shares 51,430 $2.56M 0.03% +1,326 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: 1,715 shares; 2024Q4: 2,134 shares; 2025Q1: 2,838 shares; 2025Q2: 2,504 shares; 2025Q3: 2,460 shares; 2025Q4: 2,972 shares; 2026Q1: 2,829 shares; 2026Q2: 3,331 shares 3,331 $2.54M 0.03% +502 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; 2024Q3: 9,350 shares; 2024Q4: 9,828 shares; 2025Q1: 9,997 shares; 2025Q2: 10,207 shares; 2025Q3: 11,168 shares; 2025Q4: 10,928 shares; 2026Q1: 11,693 shares; 2026Q2: 11,887 shares 11,887 $2.53M 0.03% +194 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,895 shares; 2024Q4: 233,646 shares; 2025Q1: 221,137 shares; 2025Q2: 216,395 shares; 2025Q3: 211,908 shares; 2025Q4: 204,148 shares; 2026Q1: 196,990 shares; 2026Q2: 190,567 shares 190,567 $2.52M 0.03% -6,423 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 3,834 shares; 2025Q1: 4,111 shares; 2025Q2: 5,490 shares; 2025Q3: 5,760 shares; 2025Q4: 6,764 shares; 2026Q1: 7,261 shares; 2026Q2: 7,338 shares 7,338 $2.5M 0.03% +77 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,820 shares; 2024Q4: 9,319 shares; 2025Q1: 10,530 shares; 2025Q2: 11,148 shares; 2025Q3: 11,181 shares; 2025Q4: 10,760 shares; 2026Q1: 11,403 shares; 2026Q2: 11,134 shares 11,134 $2.48M 0.03% -269 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,078 shares; 2024Q4: 339,048 shares; 2025Q1: 338,007 shares; 2025Q2: 327,435 shares; 2025Q3: 307,964 shares; 2025Q4: 271,778 shares; 2026Q1: 271,935 shares; 2026Q2: 266,496 shares 266,496 $2.45M 0.03% -5,439 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,668 shares; 2024Q4: 1,854 shares; 2025Q1: 2,927 shares; 2025Q2: 2,646 shares; 2025Q3: 3,034 shares; 2025Q4: 2,742 shares; 2026Q1: 2,578 shares; 2026Q2: 20,411 shares 20,411 $2.44M 0.03% +17,833 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: 7,355 shares; 2024Q4: 7,439 shares; 2025Q1: 10,935 shares; 2025Q2: 11,191 shares; 2025Q3: 11,260 shares; 2025Q4: 11,346 shares; 2026Q1: 11,667 shares; 2026Q2: 10,954 shares 10,954 $2.42M 0.03% -713 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468,729 shares; 2024Q4: 471,361 shares; 2025Q1: 457,960 shares; 2025Q2: 433,867 shares; 2025Q3: 405,116 shares; 2025Q4: 389,123 shares; 2026Q1: 379,299 shares; 2026Q2: 370,005 shares 370,005 $2.39M 0.03% -9,294 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,940 shares; 2024Q4: 20,451 shares; 2025Q1: 23,747 shares; 2025Q2: 23,687 shares; 2025Q3: 28,778 shares; 2025Q4: 32,851 shares; 2026Q1: 34,499 shares; 2026Q2: 33,506 shares 33,506 $2.39M 0.03% -993 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430,914 shares; 2024Q4: 409,271 shares; 2025Q1: 383,954 shares; 2025Q2: 357,684 shares; 2025Q3: 339,259 shares; 2025Q4: 273,199 shares; 2026Q1: 204,566 shares; 2026Q2: 182,383 shares 182,383 $2.38M 0.03% -22,183 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,726 shares; 2025Q1: 3,244 shares; 2025Q2: 3,484 shares; 2025Q3: 3,692 shares; 2025Q4: 3,698 shares; 2026Q1: 5,017 shares; 2026Q2: 5,250 shares 5,250 $2.38M 0.03% +233 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,441 shares; 2024Q4: 217,998 shares; 2025Q1: 208,174 shares; 2025Q2: 203,521 shares; 2025Q3: 201,101 shares; 2025Q4: 190,577 shares; 2026Q1: 189,473 shares; 2026Q2: 187,571 shares 187,571 $2.37M 0.03% -1,902 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: 21,448 shares; 2024Q4: 21,600 shares; 2025Q1: 22,737 shares; 2025Q2: 23,340 shares; 2025Q3: 23,976 shares; 2025Q4: 25,028 shares; 2026Q1: 23,591 shares; 2026Q2: 26,042 shares 26,042 $2.36M 0.03% +2,451 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,635 shares; 2026Q2: 97,096 shares 97,096 $2.34M 0.03% +21,461 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,920 shares; 2024Q4: 10,305 shares; 2025Q1: 10,003 shares; 2025Q2: 10,383 shares; 2025Q3: 9,856 shares; 2025Q4: 33,445 shares; 2026Q1: 33,941 shares; 2026Q2: 33,741 shares 33,741 $2.33M 0.03% -200 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; 2024Q3: 52,608 shares; 2024Q4: 50,107 shares; 2025Q1: 49,798 shares; 2025Q2: 48,331 shares; 2025Q3: 50,219 shares; 2025Q4: 49,934 shares; 2026Q1: 46,109 shares; 2026Q2: 44,768 shares 44,768 $2.32M 0.03% -1,341 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,493 shares; 2024Q4: 6,211 shares; 2025Q1: 7,352 shares; 2025Q2: 7,687 shares; 2025Q3: 7,849 shares; 2025Q4: 7,800 shares; 2026Q1: 7,895 shares; 2026Q2: 7,982 shares 7,982 $2.32M 0.03% +87 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,772 shares; 2024Q4: 25,726 shares; 2025Q1: 26,009 shares; 2025Q2: 25,594 shares; 2025Q3: 24,518 shares; 2025Q4: 22,846 shares; 2026Q1: 22,479 shares; 2026Q2: 21,130 shares 21,130 $2.32M 0.03% -1,349 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,781 shares; 2024Q4: 44,772 shares; 2025Q1: 45,664 shares; 2025Q2: 47,685 shares; 2025Q3: 50,801 shares; 2025Q4: 54,868 shares; 2026Q1: 52,245 shares; 2026Q2: 48,061 shares 48,061 $2.28M 0.03% -4,184 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,600 shares; 2024Q4: 8,612 shares; 2025Q1: 8,892 shares; 2025Q2: 8,797 shares; 2025Q3: 8,977 shares; 2025Q4: 13,158 shares; 2026Q1: 8,852 shares; 2026Q2: 10,085 shares 10,085 $2.26M 0.03% +1,233 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,815 shares; 2024Q4: 28,608 shares; 2025Q1: 32,061 shares; 2025Q2: 34,346 shares; 2025Q3: 37,030 shares; 2025Q4: 38,372 shares; 2026Q1: 40,892 shares; 2026Q2: 7,062 shares 7,062 $2.25M 0.03% -33,830 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,870 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,119 shares; 2025Q3: 1,913 shares; 2025Q4: 1,950 shares; 2026Q1: 1,946 shares; 2026Q2: 2,324 shares 2,324 $2.24M 0.03% +378 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,347 shares; 2024Q4: 21,251 shares; 2025Q1: 19,105 shares; 2025Q2: 18,353 shares; 2025Q3: 18,354 shares; 2025Q4: 17,146 shares; 2026Q1: 16,030 shares; 2026Q2: 15,156 shares 15,156 $2.23M 0.03% -874 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,187 shares; 2024Q4: 185,499 shares; 2025Q1: 172,503 shares; 2025Q2: 170,958 shares; 2025Q3: 163,458 shares; 2025Q4: 156,945 shares; 2026Q1: 156,946 shares; 2026Q2: 154,817 shares 154,817 $2.18M 0.03% -2,129 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,749 shares; 2024Q4: 32,368 shares; 2025Q1: 35,130 shares; 2025Q2: 33,341 shares; 2025Q3: 35,095 shares; 2025Q4: 34,625 shares; 2026Q1: 35,739 shares; 2026Q2: 34,631 shares 34,631 $2.13M 0.03% -1,108 Timeline GMOI GMO ETF TRUST More: the full row for GMO 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: 56,696 shares 56,696 $2.13M 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,653 shares; 2024Q4: 34,015 shares; 2025Q1: 31,241 shares; 2025Q2: 30,147 shares; 2025Q3: 30,482 shares; 2025Q4: 29,318 shares; 2026Q1: 29,319 shares; 2026Q2: 31,032 shares 31,032 $2.12M 0.03% +1,713 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,180 shares; 2024Q4: 109,729 shares; 2025Q1: 58,014 shares; 2025Q2: 61,768 shares; 2025Q3: 59,456 shares; 2025Q4: 55,738 shares; 2026Q1: 52,978 shares; 2026Q2: 50,406 shares 50,406 $2.07M 0.03% -2,572 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,402 shares; 2024Q4: 6,157 shares; 2025Q1: 6,868 shares; 2025Q2: 5,648 shares; 2025Q3: 6,641 shares; 2025Q4: 7,989 shares; 2026Q1: 8,623 shares; 2026Q2: 9,234 shares 9,234 $2.06M 0.03% +611 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,440 shares; 2024Q4: 4,908 shares; 2025Q1: 5,154 shares; 2025Q2: 5,108 shares; 2025Q3: 5,025 shares; 2025Q4: 5,799 shares; 2026Q1: 5,848 shares; 2026Q2: 5,829 shares 5,829 $2M 0.03% -19 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,274 shares; 2024Q4: 47,650 shares; 2025Q1: 46,910 shares; 2025Q2: 45,778 shares; 2025Q3: 46,528 shares; 2025Q4: 43,183 shares; 2026Q1: 42,123 shares; 2026Q2: 42,261 shares 42,261 $1.95M 0.03% +138 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: 7,234 shares; 2024Q4: 8,006 shares; 2025Q1: 7,683 shares; 2025Q2: 7,514 shares; 2025Q3: 7,350 shares; 2025Q4: 7,246 shares; 2026Q1: 6,944 shares; 2026Q2: 6,974 shares 6,974 $1.95M 0.03% +30 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,730 shares; 2024Q4: 23,431 shares; 2025Q1: 23,185 shares; 2025Q2: 24,781 shares; 2025Q3: 19,954 shares; 2025Q4: 20,400 shares; 2026Q1: 19,854 shares; 2026Q2: 20,807 shares 20,807 $1.95M 0.03% +953 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,565 shares; 2024Q4: 7,587 shares; 2025Q1: 7,504 shares; 2025Q2: 7,946 shares; 2025Q3: 7,557 shares; 2025Q4: 7,597 shares; 2026Q1: 7,877 shares; 2026Q2: 7,604 shares 7,604 $1.94M 0.03% -273 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,639 shares; 2024Q4: 6,745 shares; 2025Q1: 7,020 shares; 2025Q2: 10,478 shares; 2025Q3: 10,538 shares; 2025Q4: 10,634 shares; 2026Q1: 12,867 shares; 2026Q2: 12,391 shares 12,391 $1.94M 0.03% -476 Timeline IGV 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: 7,742 shares; 2026Q2: 21,329 shares 21,329 $1.93M 0.03% +13,587 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417,229 shares; 2024Q4: 397,945 shares; 2025Q1: 17,336 shares; 2025Q2: 17,642 shares; 2025Q3: 13,903 shares; 2025Q4: 13,686 shares; 2026Q1: 20,106 shares; 2026Q2: 20,315 shares 20,315 $1.92M 0.03% +209 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,192 shares; 2024Q4: 2,633 shares; 2025Q1: 2,764 shares; 2025Q2: 3,727 shares; 2025Q3: 5,021 shares; 2025Q4: 4,170 shares; 2026Q1: 4,062 shares; 2026Q2: 3,620 shares 3,620 $1.89M 0.02% -442 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,274 shares; 2024Q4: 144,644 shares; 2025Q1: 132,871 shares; 2025Q2: 127,421 shares; 2025Q3: 125,071 shares; 2025Q4: 116,571 shares; 2026Q1: 116,571 shares; 2026Q2: 115,451 shares 115,451 $1.89M 0.02% -1,120 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,942 shares; 2024Q4: 12,136 shares; 2025Q1: 13,772 shares; 2025Q2: 13,899 shares; 2025Q3: 13,940 shares; 2025Q4: 15,053 shares; 2026Q1: 14,882 shares; 2026Q2: 16,043 shares 16,043 $1.89M 0.02% +1,161 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,073 shares; 2024Q4: 6,796 shares; 2025Q1: 7,236 shares; 2025Q2: 7,505 shares; 2025Q3: 7,092 shares; 2025Q4: 7,140 shares; 2026Q1: 7,107 shares; 2026Q2: 7,334 shares 7,334 $1.87M 0.02% +227 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,069,296 shares; 2024Q4: 366,653 shares; 2025Q1: 351,818 shares; 2025Q2: 339,215 shares; 2025Q3: 336,171 shares; 2025Q4: 314,730 shares; 2026Q1: 269,938 shares; 2026Q2: 236,459 shares 236,459 $1.86M 0.02% -33,479 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,543 shares; 2024Q4: 5,640 shares; 2025Q1: 7,267 shares; 2025Q2: 7,352 shares; 2025Q3: 7,843 shares; 2025Q4: 7,481 shares; 2026Q1: 10,128 shares; 2026Q2: 9,719 shares 9,719 $1.85M 0.02% -409 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,883 shares; 2024Q4: 10,492 shares; 2025Q1: 12,882 shares; 2025Q2: 12,655 shares; 2025Q3: 13,191 shares; 2025Q4: 9,304 shares; 2026Q1: 20,229 shares; 2026Q2: 20,577 shares 20,577 $1.84M 0.02% +348 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,265 shares; 2024Q4: not reported; 2025Q1: 8,848 shares; 2025Q2: 8,771 shares; 2025Q3: 9,995 shares; 2025Q4: 15,765 shares; 2026Q1: 14,850 shares; 2026Q2: 20,322 shares 20,322 $1.81M 0.02% +5,472 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,335 shares; 2025Q2: 10,073 shares; 2025Q3: 9,769 shares; 2025Q4: 8,927 shares; 2026Q1: 8,927 shares; 2026Q2: 8,878 shares 8,878 $1.8M 0.02% -49 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,318 shares; 2024Q4: 17,629 shares; 2025Q1: 16,939 shares; 2025Q2: 17,362 shares; 2025Q3: 17,356 shares; 2025Q4: 17,614 shares; 2026Q1: 17,644 shares; 2026Q2: 17,222 shares 17,222 $1.79M 0.02% -422 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,689 shares; 2024Q4: 23,689 shares; 2025Q1: 23,602 shares; 2025Q2: 23,553 shares; 2025Q3: 23,553 shares; 2025Q4: 23,553 shares; 2026Q1: 23,924 shares; 2026Q2: 23,553 shares 23,553 $1.78M 0.02% -371 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,087 shares; 2024Q4: 22,928 shares; 2025Q1: 31,024 shares; 2025Q2: 30,792 shares; 2025Q3: 35,792 shares; 2025Q4: 44,417 shares; 2026Q1: 61,975 shares; 2026Q2: 56,978 shares 56,978 $1.77M 0.02% -4,997 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,723 shares; 2025Q4: 10,620 shares; 2026Q1: 18,113 shares; 2026Q2: 31,100 shares 31,100 $1.77M 0.02% +12,987 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: 16,591 shares; 2024Q4: 16,608 shares; 2025Q1: 16,451 shares; 2025Q2: 16,447 shares; 2025Q3: 16,961 shares; 2025Q4: 16,957 shares; 2026Q1: 16,782 shares; 2026Q2: 16,368 shares 16,368 $1.76M 0.02% -414 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,073 shares; 2024Q4: 212,494 shares; 2025Q1: 207,909 shares; 2025Q2: 200,584 shares; 2025Q3: 196,880 shares; 2025Q4: 189,062 shares; 2026Q1: 157,363 shares; 2026Q2: 153,574 shares 153,574 $1.74M 0.02% -3,789 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,750 shares; 2025Q1: 4,845 shares; 2025Q2: 6,868 shares; 2025Q3: 7,647 shares; 2025Q4: 8,299 shares; 2026Q1: 8,761 shares; 2026Q2: 10,213 shares 10,213 $1.74M 0.02% +1,452 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,781 shares; 2024Q4: 226,540 shares; 2025Q1: 217,460 shares; 2025Q2: 208,919 shares; 2025Q3: 206,073 shares; 2025Q4: 204,296 shares; 2026Q1: 190,310 shares; 2026Q2: 184,029 shares 184,029 $1.73M 0.02% -6,281 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,066 shares; 2026Q1: 6,292 shares; 2026Q2: 6,229 shares 6,229 $1.72M 0.02% -63 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,671 shares; 2024Q4: 60,542 shares; 2025Q1: 61,020 shares; 2025Q2: 60,120 shares; 2025Q3: 59,220 shares; 2025Q4: 56,428 shares; 2026Q1: 143,073 shares; 2026Q2: 142,137 shares 142,137 $1.69M 0.02% -936 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,089 shares; 2024Q4: 3,248 shares; 2025Q1: 3,208 shares; 2025Q2: 3,148 shares; 2025Q3: 3,569 shares; 2025Q4: 3,909 shares; 2026Q1: 3,855 shares; 2026Q2: 19,154 shares 19,154 $1.68M 0.02% +15,299 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,627 shares; 2025Q1: 26,257 shares; 2025Q2: 26,467 shares; 2025Q3: 26,536 shares; 2025Q4: 24,769 shares; 2026Q1: 23,508 shares; 2026Q2: 23,256 shares 23,256 $1.68M 0.02% -252 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: 15,569 shares; 2024Q4: 18,313 shares; 2025Q1: 19,618 shares; 2025Q2: 19,594 shares; 2025Q3: 16,828 shares; 2025Q4: 16,554 shares; 2026Q1: 16,305 shares; 2026Q2: 16,376 shares 16,376 $1.67M 0.02% +71 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,876 shares; 2024Q4: 33,728 shares; 2025Q1: 35,959 shares; 2025Q2: 36,211 shares; 2025Q3: 39,786 shares; 2025Q4: 30,017 shares; 2026Q1: 60,627 shares; 2026Q2: 59,266 shares 59,266 $1.67M 0.02% -1,361 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,521 shares; 2024Q4: 283,241 shares; 2025Q1: 266,040 shares; 2025Q2: 259,161 shares; 2025Q3: 247,776 shares; 2025Q4: 235,922 shares; 2026Q1: 224,467 shares; 2026Q2: 216,825 shares 216,825 $1.66M 0.02% -7,642 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,277 shares; 2024Q4: 185,539 shares; 2025Q1: 184,749 shares; 2025Q2: 169,285 shares; 2025Q3: 178,227 shares; 2025Q4: 151,423 shares; 2026Q1: 142,586 shares; 2026Q2: 130,736 shares 130,736 $1.66M 0.02% -11,850 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,883 shares; 2024Q4: 6,023 shares; 2025Q1: 6,014 shares; 2025Q2: 6,008 shares; 2025Q3: 6,069 shares; 2025Q4: 6,355 shares; 2026Q1: 6,721 shares; 2026Q2: 6,783 shares 6,783 $1.64M 0.02% +62 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,789 shares; 2024Q4: 2,311 shares; 2025Q1: 2,502 shares; 2025Q2: 2,483 shares; 2025Q3: 3,109 shares; 2025Q4: 3,816 shares; 2026Q1: 3,819 shares; 2026Q2: 3,983 shares 3,983 $1.63M 0.02% +164 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; 2024Q3: 16,519 shares; 2024Q4: 16,406 shares; 2025Q1: 17,078 shares; 2025Q2: 16,960 shares; 2025Q3: 14,090 shares; 2025Q4: 14,173 shares; 2026Q1: 13,923 shares; 2026Q2: 13,768 shares 13,768 $1.62M 0.02% -155 Timeline JHI HANCOCK JOHN INVS TR More: the full row for HANCOCK JOHN INVS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,018 shares; 2024Q4: 140,741 shares; 2025Q1: 134,100 shares; 2025Q2: 132,413 shares; 2025Q3: 131,826 shares; 2025Q4: 125,843 shares; 2026Q1: 123,156 shares; 2026Q2: 121,797 shares 121,797 $1.62M 0.02% -1,359 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,246 shares; 2024Q4: 34,851 shares; 2025Q1: 33,701 shares; 2025Q2: 33,376 shares; 2025Q3: 33,276 shares; 2025Q4: 30,855 shares; 2026Q1: 30,855 shares; 2026Q2: 30,855 shares 30,855 $1.62M 0.02% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,805 shares; 2024Q4: 45,584 shares; 2025Q1: 44,132 shares; 2025Q2: 43,621 shares; 2025Q3: 43,242 shares; 2025Q4: 41,475 shares; 2026Q1: 40,427 shares; 2026Q2: 39,623 shares 39,623 $1.6M 0.02% -804 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,532 shares; 2024Q4: 5,463 shares; 2025Q1: 5,540 shares; 2025Q2: 5,411 shares; 2025Q3: 5,443 shares; 2025Q4: 5,501 shares; 2026Q1: 5,467 shares; 2026Q2: 5,425 shares 5,425 $1.59M 0.02% -42 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,252 shares; 2024Q4: 16,659 shares; 2025Q1: 14,377 shares; 2025Q2: 12,678 shares; 2025Q3: 13,496 shares; 2025Q4: 15,101 shares; 2026Q1: 15,993 shares; 2026Q2: 15,898 shares 15,898 $1.57M 0.02% -95 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,568 shares; 2024Q4: 8,600 shares; 2025Q1: 8,848 shares; 2025Q2: 9,095 shares; 2025Q3: 9,129 shares; 2025Q4: 9,617 shares; 2026Q1: 9,821 shares; 2026Q2: 9,825 shares 9,825 $1.57M 0.02% +4 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,350 shares; 2024Q4: 10,449 shares; 2025Q1: 9,837 shares; 2025Q2: 9,033 shares; 2025Q3: 8,669 shares; 2025Q4: 8,600 shares; 2026Q1: 8,455 shares; 2026Q2: 8,246 shares 8,246 $1.57M 0.02% -209 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: 61,073 shares; 2024Q4: 58,245 shares; 2025Q1: 65,035 shares; 2025Q2: 57,880 shares; 2025Q3: 46,760 shares; 2025Q4: 39,119 shares; 2026Q1: 31,703 shares; 2026Q2: 29,445 shares 29,445 $1.55M 0.02% -2,258 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,890 shares; 2024Q4: 300,599 shares; 2025Q1: 290,241 shares; 2025Q2: 279,846 shares; 2025Q3: 278,404 shares; 2025Q4: 261,588 shares; 2026Q1: 256,343 shares; 2026Q2: 250,343 shares 250,343 $1.54M 0.02% -6,000 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,308 shares; 2024Q4: 4,230 shares; 2025Q1: 3,594 shares; 2025Q2: 2,910 shares; 2025Q3: 3,025 shares; 2025Q4: 3,482 shares; 2026Q1: 4,911 shares; 2026Q2: 5,118 shares 5,118 $1.54M 0.02% +207 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,077 shares; 2024Q4: 14,603 shares; 2025Q1: 14,374 shares; 2025Q2: 13,997 shares; 2025Q3: 14,777 shares; 2025Q4: 16,296 shares; 2026Q1: 16,052 shares; 2026Q2: 14,029 shares 14,029 $1.54M 0.02% -2,023 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,348 shares; 2024Q4: 164,923 shares; 2025Q1: 155,563 shares; 2025Q2: 154,220 shares; 2025Q3: 152,702 shares; 2025Q4: 143,053 shares; 2026Q1: 140,325 shares; 2026Q2: 135,975 shares 135,975 $1.53M 0.02% -4,350 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,754 shares; 2024Q4: 25,134 shares; 2025Q1: 25,134 shares; 2025Q2: 24,302 shares; 2025Q3: 24,767 shares; 2025Q4: 23,606 shares; 2026Q1: 23,031 shares; 2026Q2: 22,417 shares 22,417 $1.52M 0.02% -614 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: 2,717 shares; 2024Q4: 3,324 shares; 2025Q1: 4,733 shares; 2025Q2: 4,930 shares; 2025Q3: 5,186 shares; 2025Q4: 24,819 shares; 2026Q1: 18,174 shares; 2026Q2: 15,215 shares 15,215 $1.51M 0.02% -2,959 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,519 shares; 2024Q4: 178,007 shares; 2025Q1: 159,765 shares; 2025Q2: 154,069 shares; 2025Q3: 148,010 shares; 2025Q4: 141,599 shares; 2026Q1: 123,773 shares; 2026Q2: 120,910 shares 120,910 $1.51M 0.02% -2,863 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,456 shares; 2025Q1: 1,506 shares; 2025Q2: 1,469 shares; 2025Q3: 1,526 shares; 2025Q4: 1,479 shares; 2026Q1: 1,533 shares; 2026Q2: 1,551 shares 1,551 $1.49M 0.02% +18 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,312 shares; 2024Q4: 63,525 shares; 2025Q1: 60,762 shares; 2025Q2: 59,982 shares; 2025Q3: 59,982 shares; 2025Q4: 55,732 shares; 2026Q1: 55,732 shares; 2026Q2: 54,923 shares 54,923 $1.48M 0.02% -809 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,286 shares; 2024Q4: 7,365 shares; 2025Q1: 8,542 shares; 2025Q2: 9,489 shares; 2025Q3: 9,585 shares; 2025Q4: 9,481 shares; 2026Q1: 9,027 shares; 2026Q2: 8,933 shares 8,933 $1.47M 0.02% -94 Timeline USXF 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: 23,278 shares; 2025Q2: 23,228 shares; 2025Q3: 22,416 shares; 2025Q4: 21,328 shares; 2026Q1: 20,982 shares; 2026Q2: 20,975 shares 20,975 $1.46M 0.02% -7 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,053 shares; 2024Q4: 22,579 shares; 2025Q1: 22,179 shares; 2025Q2: 21,529 shares; 2025Q3: 21,306 shares; 2025Q4: 20,412 shares; 2026Q1: 19,120 shares; 2026Q2: 16,054 shares 16,054 $1.45M 0.02% -3,066 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,139 shares; 2024Q4: 55,977 shares; 2025Q1: 57,394 shares; 2025Q2: 63,738 shares; 2025Q3: 65,749 shares; 2025Q4: 66,485 shares; 2026Q1: 59,283 shares; 2026Q2: 56,606 shares 56,606 $1.45M 0.02% -2,677 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,622 shares; 2024Q4: 52,487 shares; 2025Q1: 55,096 shares; 2025Q2: 62,074 shares; 2025Q3: 64,248 shares; 2025Q4: 64,848 shares; 2026Q1: 56,630 shares; 2026Q2: 56,609 shares 56,609 $1.44M 0.02% -21 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,514 shares; 2024Q4: 167,764 shares; 2025Q1: 159,988 shares; 2025Q2: 148,638 shares; 2025Q3: 153,364 shares; 2025Q4: 147,450 shares; 2026Q1: 145,850 shares; 2026Q2: 142,850 shares 142,850 $1.43M 0.02% -3,000 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,378 shares; 2024Q4: 6,351 shares; 2025Q1: 7,000 shares; 2025Q2: 6,087 shares; 2025Q3: 5,883 shares; 2025Q4: 4,575 shares; 2026Q1: 7,318 shares; 2026Q2: 6,952 shares 6,952 $1.43M 0.02% -366 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,856 shares; 2024Q4: 18,911 shares; 2025Q1: 19,337 shares; 2025Q2: 19,218 shares; 2025Q3: 18,563 shares; 2025Q4: 17,491 shares; 2026Q1: 17,820 shares; 2026Q2: 17,577 shares 17,577 $1.42M 0.02% -243 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,278 shares 8,278 $1.41M 0.02% new Timeline INSM INSMED INC More: the full row for INSMED 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: 13,245 shares; 2026Q2: 13,238 shares 13,238 $1.41M 0.02% -7 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: 2,012 shares; 2024Q4: 1,931 shares; 2025Q1: 2,073 shares; 2025Q2: 2,192 shares; 2025Q3: 2,283 shares; 2025Q4: 2,888 shares; 2026Q1: 2,792 shares; 2026Q2: 2,814 shares 2,814 $1.39M 0.02% +22 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,357 shares; 2024Q4: 73,549 shares; 2025Q1: 71,582 shares; 2025Q2: 70,708 shares; 2025Q3: 70,708 shares; 2025Q4: 68,338 shares; 2026Q1: 59,483 shares; 2026Q2: 59,200 shares 59,200 $1.38M 0.02% -283 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,020 shares; 2024Q4: 26,108 shares; 2025Q1: 37,922 shares; 2025Q2: 38,843 shares; 2025Q3: 45,266 shares; 2025Q4: 50,982 shares; 2026Q1: 53,675 shares; 2026Q2: 49,667 shares 49,667 $1.38M 0.02% -4,008 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,108 shares; 2024Q4: 50,256 shares; 2025Q1: 54,886 shares; 2025Q2: 81,122 shares; 2025Q3: 59,099 shares; 2025Q4: 59,561 shares; 2026Q1: 60,325 shares; 2026Q2: 55,895 shares 55,895 $1.37M 0.02% -4,430 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,982 shares; 2024Q4: 1,842 shares; 2025Q1: 4,174 shares; 2025Q2: 7,474 shares; 2025Q3: 6,862 shares; 2025Q4: 7,019 shares; 2026Q1: 6,565 shares; 2026Q2: 6,705 shares 6,705 $1.35M 0.02% +140 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,861 shares; 2024Q4: 49,129 shares; 2025Q1: 51,750 shares; 2025Q2: 58,555 shares; 2025Q3: 59,431 shares; 2025Q4: 59,981 shares; 2026Q1: 52,956 shares; 2026Q2: 52,576 shares 52,576 $1.34M 0.02% -380 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,692 shares; 2025Q4: 3,354 shares; 2026Q1: 2,660 shares; 2026Q2: 2,719 shares 2,719 $1.32M 0.02% +59 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,517 shares; 2024Q4: 15,681 shares; 2025Q1: 15,915 shares; 2025Q2: 17,115 shares; 2025Q3: 17,223 shares; 2025Q4: 17,214 shares; 2026Q1: 17,449 shares; 2026Q2: 17,239 shares 17,239 $1.3M 0.02% -210 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,176 shares; 2024Q4: 12,199 shares; 2025Q1: 12,211 shares; 2025Q2: 12,258 shares; 2025Q3: 12,311 shares; 2025Q4: 12,350 shares; 2026Q1: 12,060 shares; 2026Q2: 11,924 shares 11,924 $1.27M 0.02% -136 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,163 shares; 2024Q4: 3,307 shares; 2025Q1: 4,508 shares; 2025Q2: 3,603 shares; 2025Q3: 3,861 shares; 2025Q4: 4,009 shares; 2026Q1: 6,587 shares; 2026Q2: 15,243 shares 15,243 $1.26M 0.02% +8,656 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,265 shares; 2025Q1: not reported; 2025Q2: 2,976 shares; 2025Q3: 3,040 shares; 2025Q4: 3,106 shares; 2026Q1: 3,669 shares; 2026Q2: 4,228 shares 4,228 $1.26M 0.02% +559 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,302 shares; 2024Q4: 84,925 shares; 2025Q1: 104,720 shares; 2025Q2: 112,665 shares; 2025Q3: 20,885 shares; 2025Q4: 18,617 shares; 2026Q1: 17,151 shares; 2026Q2: 16,619 shares 16,619 $1.26M 0.02% -532 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,678 shares; 2024Q4: 57,547 shares; 2025Q1: 58,474 shares; 2025Q2: 58,509 shares; 2025Q3: 58,532 shares; 2025Q4: 58,086 shares; 2026Q1: 55,826 shares; 2026Q2: 55,699 shares 55,699 $1.24M 0.02% -127 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; 2024Q3: 59,748 shares; 2024Q4: 55,650 shares; 2025Q1: 51,166 shares; 2025Q2: 49,056 shares; 2025Q3: 47,936 shares; 2025Q4: 47,936 shares; 2026Q1: 47,626 shares; 2026Q2: 47,626 shares 47,626 $1.22M 0.02% 0 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; 2024Q3: 7,537 shares; 2024Q4: 7,563 shares; 2025Q1: 7,561 shares; 2025Q2: 7,629 shares; 2025Q3: 7,634 shares; 2025Q4: 7,636 shares; 2026Q1: 7,698 shares; 2026Q2: 7,949 shares 7,949 $1.21M 0.02% +251 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,224 shares; 2024Q4: 13,686 shares; 2025Q1: 11,426 shares; 2025Q2: 10,674 shares; 2025Q3: 11,452 shares; 2025Q4: 10,932 shares; 2026Q1: 10,947 shares; 2026Q2: 11,601 shares 11,601 $1.21M 0.02% +654 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,409 shares; 2024Q4: 1,509 shares; 2025Q1: 2,394 shares; 2025Q2: 2,447 shares; 2025Q3: 2,795 shares; 2025Q4: 3,268 shares; 2026Q1: 3,436 shares; 2026Q2: 3,633 shares 3,633 $1.2M 0.02% +197 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,061 shares; 2024Q4: 19,049 shares; 2025Q1: 17,696 shares; 2025Q2: 17,326 shares; 2025Q3: 15,960 shares; 2025Q4: 18,080 shares; 2026Q1: 18,385 shares; 2026Q2: 16,394 shares 16,394 $1.19M 0.02% -1,991 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,565 shares; 2024Q4: 1,604 shares; 2025Q1: 3,635 shares; 2025Q2: 3,733 shares; 2025Q3: 3,669 shares; 2025Q4: 5,057 shares; 2026Q1: 4,745 shares; 2026Q2: 4,841 shares 4,841 $1.19M 0.02% +96 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: 2,174 shares; 2025Q2: 1,794 shares; 2025Q3: 2,191 shares; 2025Q4: 2,445 shares; 2026Q1: 2,717 shares; 2026Q2: 3,920 shares 3,920 $1.19M 0.02% +1,203 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: 3,537 shares; 2024Q4: 3,996 shares; 2025Q1: 3,772 shares; 2025Q2: 4,654 shares; 2025Q3: 4,630 shares; 2025Q4: 4,793 shares; 2026Q1: 4,623 shares; 2026Q2: 4,920 shares 4,920 $1.17M 0.02% +297 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,807 shares; 2024Q4: 150,412 shares; 2025Q1: 140,412 shares; 2025Q2: 136,937 shares; 2025Q3: 137,187 shares; 2025Q4: 119,582 shares; 2026Q1: 116,267 shares; 2026Q2: 107,445 shares 107,445 $1.17M 0.02% -8,822 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,238 shares; 2024Q4: 20,831 shares; 2025Q1: 22,362 shares; 2025Q2: 19,322 shares; 2025Q3: 19,462 shares; 2025Q4: 19,882 shares; 2026Q1: 22,917 shares; 2026Q2: 21,764 shares 21,764 $1.16M 0.02% -1,153 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,318 shares 9,318 $1.16M 0.02% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,244 shares; 2025Q1: 10,986 shares; 2025Q2: 11,060 shares; 2025Q3: 13,898 shares; 2025Q4: 18,031 shares; 2026Q1: 19,196 shares; 2026Q2: 22,014 shares 22,014 $1.16M 0.02% +2,818 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,711 shares; 2024Q4: 47,811 shares; 2025Q1: 18,014 shares; 2025Q2: not reported; 2025Q3: 15,444 shares; 2025Q4: 14,314 shares; 2026Q1: 9,508 shares; 2026Q2: 9,466 shares 9,466 $1.15M 0.02% -42 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,641 shares; 2024Q4: 11,906 shares; 2025Q1: 15,576 shares; 2025Q2: 11,602 shares; 2025Q3: 11,299 shares; 2025Q4: 23,548 shares; 2026Q1: 22,899 shares; 2026Q2: 22,526 shares 22,526 $1.14M 0.02% -373 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,812 shares; 2024Q4: 18,295 shares; 2025Q1: 19,460 shares; 2025Q2: 18,615 shares; 2025Q3: 19,701 shares; 2025Q4: 18,653 shares; 2026Q1: 16,247 shares; 2026Q2: 15,132 shares 15,132 $1.14M 0.02% -1,115 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,508 shares; 2024Q4: 6,478 shares; 2025Q1: 6,406 shares; 2025Q2: 7,857 shares; 2025Q3: 7,857 shares; 2025Q4: 8,166 shares; 2026Q1: 7,929 shares; 2026Q2: 8,298 shares 8,298 $1.14M 0.02% +369 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,056 shares; 2024Q4: 1,972 shares; 2025Q1: 2,029 shares; 2025Q2: 2,049 shares; 2025Q3: 2,067 shares; 2025Q4: 2,117 shares; 2026Q1: 2,167 shares; 2026Q2: 2,229 shares 2,229 $1.14M 0.01% +62 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,444 shares; 2024Q4: 296,461 shares; 2025Q1: 281,017 shares; 2025Q2: 273,985 shares; 2025Q3: 265,523 shares; 2025Q4: 248,324 shares; 2026Q1: 236,313 shares; 2026Q2: 217,692 shares 217,692 $1.13M 0.01% -18,621 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,971 shares; 2024Q4: 21,124 shares; 2025Q1: 18,879 shares; 2025Q2: 19,033 shares; 2025Q3: 18,224 shares; 2025Q4: 17,092 shares; 2026Q1: 15,179 shares; 2026Q2: 14,914 shares 14,914 $1.13M 0.01% -265 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,504 shares; 2025Q1: 6,489 shares; 2025Q2: 8,055 shares; 2025Q3: 8,051 shares; 2025Q4: 8,385 shares; 2026Q1: 8,387 shares; 2026Q2: 8,818 shares 8,818 $1.13M 0.01% +431 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,185 shares; 2024Q4: 65,786 shares; 2025Q1: 90,947 shares; 2025Q2: 86,357 shares; 2025Q3: 77,282 shares; 2025Q4: 64,735 shares; 2026Q1: 55,723 shares; 2026Q2: 52,831 shares 52,831 $1.12M 0.01% -2,892 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,285 shares; 2024Q4: 13,056 shares; 2025Q1: 13,426 shares; 2025Q2: 12,641 shares; 2025Q3: 12,493 shares; 2025Q4: 12,477 shares; 2026Q1: 12,361 shares; 2026Q2: 12,458 shares 12,458 $1.11M 0.01% +97 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,434 shares; 2024Q4: 1,552 shares; 2025Q1: 4,863 shares; 2025Q2: 4,798 shares; 2025Q3: 4,496 shares; 2025Q4: 4,326 shares; 2026Q1: 4,639 shares; 2026Q2: 5,057 shares 5,057 $1.1M 0.01% +418 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,992 shares; 2025Q1: 9,899 shares; 2025Q2: 12,515 shares; 2025Q3: 12,959 shares; 2025Q4: 19,766 shares; 2026Q1: 30,751 shares; 2026Q2: 33,040 shares 33,040 $1.1M 0.01% +2,289 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,158 shares; 2025Q1: 1,162 shares; 2025Q2: 1,442 shares; 2025Q3: 1,581 shares; 2025Q4: 1,488 shares; 2026Q1: 1,524 shares; 2026Q2: 1,661 shares 1,661 $1.09M 0.01% +137 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,113 shares; 2024Q4: 2,134 shares; 2025Q1: 1,990 shares; 2025Q2: 3,425 shares; 2025Q3: 3,515 shares; 2025Q4: 3,738 shares; 2026Q1: 3,819 shares; 2026Q2: 4,376 shares 4,376 $1.09M 0.01% +557 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,232 shares; 2024Q4: 120,732 shares; 2025Q1: 118,482 shares; 2025Q2: 118,402 shares; 2025Q3: 115,032 shares; 2025Q4: 107,298 shares; 2026Q1: 106,751 shares; 2026Q2: 192,571 shares 192,571 $1.08M 0.01% +85,820 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,171 shares; 2024Q4: 122,043 shares; 2025Q1: 116,232 shares; 2025Q2: 101,260 shares; 2025Q3: 101,686 shares; 2025Q4: 98,027 shares; 2026Q1: 84,846 shares; 2026Q2: 83,432 shares 83,432 $1.07M 0.01% -1,414 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,752 shares; 2024Q4: 11,255 shares; 2025Q1: 11,883 shares; 2025Q2: 8,683 shares; 2025Q3: 8,861 shares; 2025Q4: 10,696 shares; 2026Q1: 10,618 shares; 2026Q2: 12,129 shares 12,129 $1.07M 0.01% +1,511 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,678 shares; 2024Q4: 32,169 shares; 2025Q1: 34,968 shares; 2025Q2: 43,419 shares; 2025Q3: 43,874 shares; 2025Q4: 44,461 shares; 2026Q1: 42,068 shares; 2026Q2: 41,892 shares 41,892 $1.06M 0.01% -176 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,374 shares; 2024Q4: 73,361 shares; 2025Q1: 62,082 shares; 2025Q2: 54,165 shares; 2025Q3: 53,281 shares; 2025Q4: 49,897 shares; 2026Q1: 48,406 shares; 2026Q2: 47,522 shares 47,522 $1.06M 0.01% -884 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: 778 shares; 2024Q4: 899 shares; 2025Q1: 2,508 shares; 2025Q2: 2,514 shares; 2025Q3: 2,498 shares; 2025Q4: 2,913 shares; 2026Q1: 2,928 shares; 2026Q2: 2,660 shares 2,660 $1.06M 0.01% -268 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: 2,669 shares; 2024Q4: 4,853 shares; 2025Q1: 5,085 shares; 2025Q2: 5,576 shares; 2025Q3: 5,661 shares; 2025Q4: 6,102 shares; 2026Q1: 6,585 shares; 2026Q2: 6,958 shares 6,958 $1.05M 0.01% +373 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,899 shares 21,899 $1.05M 0.01% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,410 shares; 2024Q4: 21,244 shares; 2025Q1: 4,829 shares; 2025Q2: 4,729 shares; 2025Q3: 8,785 shares; 2025Q4: 11,230 shares; 2026Q1: 12,486 shares; 2026Q2: 12,162 shares 12,162 $1.04M 0.01% -324 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,631 shares; 2024Q4: 14,631 shares; 2025Q1: 14,631 shares; 2025Q2: 14,631 shares; 2025Q3: 15,232 shares; 2025Q4: 15,023 shares; 2026Q1: 14,867 shares; 2026Q2: 14,867 shares 14,867 $1.04M 0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,637 shares; 2024Q4: 8,063 shares; 2025Q1: 8,932 shares; 2025Q2: 8,610 shares; 2025Q3: 10,135 shares; 2025Q4: 12,086 shares; 2026Q1: 19,024 shares; 2026Q2: 18,920 shares 18,920 $1.02M 0.01% -104 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,950 shares; 2024Q4: 55,600 shares; 2025Q1: 51,450 shares; 2025Q2: 50,150 shares; 2025Q3: 50,150 shares; 2025Q4: 46,400 shares; 2026Q1: 46,400 shares; 2026Q2: 43,900 shares 43,900 $1.02M 0.01% -2,500 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,596 shares; 2024Q4: 140,371 shares; 2025Q1: 129,211 shares; 2025Q2: 125,726 shares; 2025Q3: 124,747 shares; 2025Q4: 111,191 shares; 2026Q1: 102,778 shares; 2026Q2: 98,780 shares 98,780 $1.02M 0.01% -3,998 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,396 shares; 2024Q4: 9,634 shares; 2025Q1: 9,215 shares; 2025Q2: 8,911 shares; 2025Q3: 9,322 shares; 2025Q4: 10,281 shares; 2026Q1: 11,114 shares; 2026Q2: 11,053 shares 11,053 $1.01M 0.01% -61 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,855 shares; 2024Q4: 1,841 shares; 2025Q1: 3,240 shares; 2025Q2: 3,299 shares; 2025Q3: 3,105 shares; 2025Q4: 3,226 shares; 2026Q1: 3,028 shares; 2026Q2: 3,217 shares 3,217 $1.01M 0.01% +189 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; 2024Q3: 7,756 shares; 2024Q4: 7,205 shares; 2025Q1: 7,080 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,485 shares; 2026Q2: 24,498 shares 24,498 $1.01M 0.01% +20,013 Timeline IGM 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: 6,762 shares; 2025Q2: 9,582 shares; 2025Q3: 6,504 shares; 2025Q4: 6,162 shares; 2026Q1: 6,162 shares; 2026Q2: 6,162 shares 6,162 $1.01M 0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,780 shares; 2024Q4: 9,972 shares; 2025Q1: 10,336 shares; 2025Q2: 11,756 shares; 2025Q3: 11,766 shares; 2025Q4: 12,773 shares; 2026Q1: 12,203 shares; 2026Q2: 10,735 shares 10,735 $1M 0.01% -1,468 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,048 shares; 2024Q4: 3,119 shares; 2025Q1: 2,962 shares; 2025Q2: 2,932 shares; 2025Q3: 2,953 shares; 2025Q4: 2,945 shares; 2026Q1: 3,072 shares; 2026Q2: 12,333 shares 12,333 $994K 0.01% +9,261 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,898 shares; 2024Q4: 10,602 shares; 2025Q1: 12,244 shares; 2025Q2: 9,667 shares; 2025Q3: 10,722 shares; 2025Q4: 10,048 shares; 2026Q1: 8,964 shares; 2026Q2: 8,949 shares 8,949 $987K 0.01% -15 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 86 shares; 2025Q1: 118 shares; 2025Q2: 149 shares; 2025Q3: 147 shares; 2025Q4: 231 shares; 2026Q1: 229 shares; 2026Q2: 5,517 shares 5,517 $983K 0.01% +5,288 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,417 shares; 2024Q4: 11,384 shares; 2025Q1: 13,303 shares; 2025Q2: 13,832 shares; 2025Q3: 14,142 shares; 2025Q4: 9,335 shares; 2026Q1: 15,252 shares; 2026Q2: 13,674 shares 13,674 $983K 0.01% -1,578 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: 11,260 shares; 2024Q4: 11,015 shares; 2025Q1: 11,229 shares; 2025Q2: 10,509 shares; 2025Q3: 11,588 shares; 2025Q4: 11,803 shares; 2026Q1: 12,338 shares; 2026Q2: 12,614 shares 12,614 $978K 0.01% +276 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,309 shares; 2024Q4: 34,143 shares; 2025Q1: 12,349 shares; 2025Q2: 10,634 shares; 2025Q3: 8,389 shares; 2025Q4: 7,625 shares; 2026Q1: 6,515 shares; 2026Q2: 5,572 shares 5,572 $978K 0.01% -943 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,712 shares; 2025Q1: 1,651 shares; 2025Q2: 2,916 shares; 2025Q3: 2,925 shares; 2025Q4: 3,114 shares; 2026Q1: 3,509 shares; 2026Q2: 3,939 shares 3,939 $970K 0.01% +430 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,040 shares; 2024Q4: 12,761 shares; 2025Q1: 12,495 shares; 2025Q2: 12,646 shares; 2025Q3: 12,876 shares; 2025Q4: 12,613 shares; 2026Q1: 11,997 shares; 2026Q2: 11,797 shares 11,797 $969K 0.01% -200 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: 1,049 shares; 2024Q4: 1,206 shares; 2025Q1: 1,506 shares; 2025Q2: 1,440 shares; 2025Q3: 1,355 shares; 2025Q4: 1,364 shares; 2026Q1: 1,799 shares; 2026Q2: 1,843 shares 1,843 $957K 0.01% +44 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 7,100 shares; 2025Q1: 8,067 shares; 2025Q2: 8,149 shares; 2025Q3: 8,146 shares; 2025Q4: 8,139 shares; 2026Q1: 8,227 shares; 2026Q2: 8,241 shares 8,241 $947K 0.01% +14 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,103 shares; 2024Q4: 5,099 shares; 2025Q1: 5,047 shares; 2025Q2: 5,047 shares; 2025Q3: 5,038 shares; 2025Q4: 4,784 shares; 2026Q1: 4,764 shares; 2026Q2: 4,700 shares 4,700 $940K 0.01% -64 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,195 shares; 2024Q4: 2,208 shares; 2025Q1: 2,226 shares; 2025Q2: 2,296 shares; 2025Q3: 2,794 shares; 2025Q4: 3,241 shares; 2026Q1: 3,118 shares; 2026Q2: 2,997 shares 2,997 $939K 0.01% -121 Timeline TAN 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: 11,259 shares; 2025Q4: 13,691 shares; 2026Q1: 15,376 shares; 2026Q2: 15,679 shares 15,679 $927K 0.01% +303 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,443 shares; 2024Q4: 20,313 shares; 2025Q1: 19,592 shares; 2025Q2: 19,530 shares; 2025Q3: 19,189 shares; 2025Q4: 19,189 shares; 2026Q1: 18,398 shares; 2026Q2: 17,662 shares 17,662 $926K 0.01% -736 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,824 shares; 2024Q4: 58,033 shares; 2025Q1: 52,853 shares; 2025Q2: 50,274 shares; 2025Q3: 49,716 shares; 2025Q4: 47,158 shares; 2026Q1: 47,207 shares; 2026Q2: 45,464 shares 45,464 $923K 0.01% -1,743 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,833 shares; 2024Q4: 14,833 shares; 2025Q1: 14,833 shares; 2025Q2: 14,833 shares; 2025Q3: 16,060 shares; 2025Q4: 15,680 shares; 2026Q1: 16,807 shares; 2026Q2: 16,777 shares 16,777 $923K 0.01% -30 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617 shares; 2024Q4: 623 shares; 2025Q1: 654 shares; 2025Q2: 653 shares; 2025Q3: 577 shares; 2025Q4: 651 shares; 2026Q1: 654 shares; 2026Q2: 677 shares 677 $921K 0.01% +23 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,203 shares; 2024Q4: 3,969 shares; 2025Q1: 3,944 shares; 2025Q2: 3,926 shares; 2025Q3: 3,895 shares; 2025Q4: 3,830 shares; 2026Q1: 3,852 shares; 2026Q2: 3,854 shares 3,854 $918K 0.01% +2 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,404 shares; 2024Q4: 9,405 shares; 2025Q1: 9,407 shares; 2025Q2: 9,408 shares; 2025Q3: 9,409 shares; 2025Q4: 9,076 shares; 2026Q1: 9,061 shares; 2026Q2: 9,052 shares 9,052 $915K 0.01% -9 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,327 shares; 2024Q4: 27,081 shares; 2025Q1: 29,455 shares; 2025Q2: 31,148 shares; 2025Q3: 27,880 shares; 2025Q4: 28,755 shares; 2026Q1: 31,216 shares; 2026Q2: 30,004 shares 30,004 $906K 0.01% -1,212 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,027 shares; 2024Q4: 66,626 shares; 2025Q1: 63,395 shares; 2025Q2: 63,288 shares; 2025Q3: 64,112 shares; 2025Q4: 67,318 shares; 2026Q1: 64,827 shares; 2026Q2: 65,093 shares 65,093 $905K 0.01% +266 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,615 shares; 2024Q4: 155,350 shares; 2025Q1: 129,403 shares; 2025Q2: 123,730 shares; 2025Q3: 115,226 shares; 2025Q4: 109,349 shares; 2026Q1: 105,419 shares; 2026Q2: 104,710 shares 104,710 $896K 0.01% -709 Timeline HYI WESTERN ASSET HIGH YIELD OPP More: the full row for WESTERN ASSET HIGH YIELD OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,533 shares; 2024Q4: 125,949 shares; 2025Q1: 125,898 shares; 2025Q2: 122,589 shares; 2025Q3: 115,163 shares; 2025Q4: 107,392 shares; 2026Q1: 90,745 shares; 2026Q2: 83,799 shares 83,799 $891K 0.01% -6,946 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,100 shares; 2026Q2: 11,000 shares 11,000 $871K 0.01% -100 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,397 shares; 2024Q4: 6,418 shares; 2025Q1: 6,875 shares; 2025Q2: 6,544 shares; 2025Q3: 6,531 shares; 2025Q4: 6,526 shares; 2026Q1: 5,698 shares; 2026Q2: 5,709 shares 5,709 $870K 0.01% +11 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,018 shares; 2024Q4: 2,567 shares; 2025Q1: 3,106 shares; 2025Q2: 3,279 shares; 2025Q3: 3,317 shares; 2025Q4: 3,383 shares; 2026Q1: 3,330 shares; 2026Q2: 3,411 shares 3,411 $868K 0.01% +81 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,029 shares; 2024Q4: 23,329 shares; 2025Q1: 22,829 shares; 2025Q2: 22,932 shares; 2025Q3: 22,405 shares; 2025Q4: 22,430 shares; 2026Q1: 21,928 shares; 2026Q2: 21,828 shares 21,828 $866K 0.01% -100 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424 shares; 2024Q4: 484 shares; 2025Q1: 455 shares; 2025Q2: 628 shares; 2025Q3: 707 shares; 2025Q4: 838 shares; 2026Q1: 880 shares; 2026Q2: 877 shares 877 $858K 0.01% -3 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,245 shares; 2024Q4: 25,538 shares; 2025Q1: 25,440 shares; 2025Q2: 27,940 shares; 2025Q3: 26,927 shares; 2025Q4: 28,769 shares; 2026Q1: 29,261 shares; 2026Q2: 28,110 shares 28,110 $857K 0.01% -1,151 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,535 shares; 2024Q4: 3,635 shares; 2025Q1: 3,437 shares; 2025Q2: 3,416 shares; 2025Q3: 3,116 shares; 2025Q4: 3,116 shares; 2026Q1: 6,167 shares; 2026Q2: 8,941 shares 8,941 $855K 0.01% +2,774 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,479 shares; 2024Q4: 2,565 shares; 2025Q1: 2,380 shares; 2025Q2: 1,989 shares; 2025Q3: 1,997 shares; 2025Q4: 2,051 shares; 2026Q1: 2,076 shares; 2026Q2: 2,055 shares 2,055 $853K 0.01% -21 Timeline IBMS 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: 19,765 shares; 2025Q1: 25,122 shares; 2025Q2: 30,771 shares; 2025Q3: 31,654 shares; 2025Q4: 36,196 shares; 2026Q1: 32,990 shares; 2026Q2: 32,564 shares 32,564 $842K 0.01% -426 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,249 shares; 2026Q2: 5,109 shares 5,109 $834K 0.01% -140 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,955 shares; 2024Q4: 2,840 shares; 2025Q1: 3,795 shares; 2025Q2: 4,711 shares; 2025Q3: 4,392 shares; 2025Q4: 4,596 shares; 2026Q1: 4,267 shares; 2026Q2: 5,048 shares 5,048 $826K 0.01% +781 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,690 shares; 2024Q4: 8,106 shares; 2025Q1: 9,753 shares; 2025Q2: 9,187 shares; 2025Q3: 9,624 shares; 2025Q4: 9,694 shares; 2026Q1: 9,758 shares; 2026Q2: 8,992 shares 8,992 $823K 0.01% -766 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,619 shares; 2024Q4: 9,570 shares; 2025Q1: 9,154 shares; 2025Q2: 8,870 shares; 2025Q3: 7,906 shares; 2025Q4: 15,989 shares; 2026Q1: 11,729 shares; 2026Q2: 11,729 shares 11,729 $822K 0.01% 0 Timeline QLTI GMO ETF TRUST More: the full row for GMO 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: 30,150 shares 30,150 $815K 0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,695 shares; 2024Q4: 62,247 shares; 2025Q1: 24,176 shares; 2025Q2: 22,230 shares; 2025Q3: 20,370 shares; 2025Q4: 19,179 shares; 2026Q1: 19,266 shares; 2026Q2: 11,923 shares 11,923 $808K 0.01% -7,343 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; 2024Q3: 13,360 shares; 2024Q4: 13,260 shares; 2025Q1: 12,460 shares; 2025Q2: 12,653 shares; 2025Q3: 12,420 shares; 2025Q4: 12,201 shares; 2026Q1: 12,151 shares; 2026Q2: 11,041 shares 11,041 $808K 0.01% -1,110 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,822 shares; 2024Q4: 7,354 shares; 2025Q1: 7,126 shares; 2025Q2: 7,128 shares; 2025Q3: 7,103 shares; 2025Q4: 7,088 shares; 2026Q1: 7,068 shares; 2026Q2: 7,048 shares 7,048 $808K 0.01% -20 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 353 shares 353 $802K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,152 shares; 2024Q4: 11,365 shares; 2025Q1: 11,344 shares; 2025Q2: 11,153 shares; 2025Q3: 10,182 shares; 2025Q4: 9,645 shares; 2026Q1: 9,397 shares; 2026Q2: 9,594 shares 9,594 $802K 0.01% +197 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,613 shares; 2024Q4: 14,080 shares; 2025Q1: 14,717 shares; 2025Q2: 15,305 shares; 2025Q3: 14,031 shares; 2025Q4: 13,287 shares; 2026Q1: 13,052 shares; 2026Q2: 13,821 shares 13,821 $799K 0.01% +769 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: 6,014 shares; 2024Q4: 7,149 shares; 2025Q1: 7,871 shares; 2025Q2: 7,869 shares; 2025Q3: 9,929 shares; 2025Q4: 10,798 shares; 2026Q1: 13,810 shares; 2026Q2: 13,172 shares 13,172 $796K 0.01% -638 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,633 shares; 2024Q4: 6,953 shares; 2025Q1: 7,048 shares; 2025Q2: 7,306 shares; 2025Q3: 7,143 shares; 2025Q4: 7,143 shares; 2026Q1: 8,084 shares; 2026Q2: 6,664 shares 6,664 $793K 0.01% -1,420 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: 10,076 shares; 2024Q4: 9,202 shares; 2025Q1: 9,770 shares; 2025Q2: 9,869 shares; 2025Q3: 10,427 shares; 2025Q4: 12,156 shares; 2026Q1: 11,904 shares; 2026Q2: 10,136 shares 10,136 $793K 0.01% -1,768 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,034 shares; 2026Q2: 1,237 shares 1,237 $790K 0.01% +203 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,503 shares; 2025Q2: 14,821 shares; 2025Q3: 15,149 shares; 2025Q4: 13,478 shares; 2026Q1: 12,956 shares; 2026Q2: 12,284 shares 12,284 $788K 0.01% -672 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,907 shares; 2026Q1: 8,056 shares; 2026Q2: 8,092 shares 8,092 $785K 0.01% +36 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,615 shares; 2024Q4: 7,027 shares; 2025Q1: 7,996 shares; 2025Q2: 13,846 shares; 2025Q3: 8,725 shares; 2025Q4: 8,604 shares; 2026Q1: 9,047 shares; 2026Q2: 8,504 shares 8,504 $785K 0.01% -543 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,408 shares; 2025Q4: 27,259 shares; 2026Q1: 30,711 shares; 2026Q2: 31,359 shares 31,359 $783K 0.01% +648 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,218 shares; 2024Q4: 11,048 shares; 2025Q1: 11,647 shares; 2025Q2: 12,045 shares; 2025Q3: 9,437 shares; 2025Q4: 8,408 shares; 2026Q1: 8,189 shares; 2026Q2: 7,956 shares 7,956 $782K 0.01% -233 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,955 shares; 2024Q4: 2,573 shares; 2025Q1: 2,574 shares; 2025Q2: 2,977 shares; 2025Q3: 2,988 shares; 2025Q4: 3,140 shares; 2026Q1: 3,223 shares; 2026Q2: 3,222 shares 3,222 $781K 0.01% -1 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,066 shares; 2024Q4: 81,333 shares; 2025Q1: 78,832 shares; 2025Q2: 76,983 shares; 2025Q3: 77,484 shares; 2025Q4: 71,414 shares; 2026Q1: 68,848 shares; 2026Q2: 68,447 shares 68,447 $781K 0.01% -401 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,304 shares; 2024Q4: 3,262 shares; 2025Q1: 3,764 shares; 2025Q2: 2,965 shares; 2025Q3: 2,994 shares; 2025Q4: 2,996 shares; 2026Q1: 3,012 shares; 2026Q2: 3,682 shares 3,682 $780K 0.01% +670 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,939 shares; 2024Q4: 95,485 shares; 2025Q1: 95,180 shares; 2025Q2: 91,005 shares; 2025Q3: 90,193 shares; 2025Q4: 78,678 shares; 2026Q1: 73,904 shares; 2026Q2: 73,454 shares 73,454 $774K 0.01% -450 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,014 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,016 shares; 2026Q1: 1,017 shares; 2026Q2: 1,097 shares 1,097 $772K 0.01% +80 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,933 shares; 2024Q4: 12,583 shares; 2025Q1: 12,016 shares; 2025Q2: 11,535 shares; 2025Q3: 10,361 shares; 2025Q4: 10,162 shares; 2026Q1: 9,410 shares; 2026Q2: 9,212 shares 9,212 $771K 0.01% -198 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,625 shares; 2024Q4: 9,850 shares; 2025Q1: 15,133 shares; 2025Q2: 15,051 shares; 2025Q3: 19,958 shares; 2025Q4: 19,676 shares; 2026Q1: 22,042 shares; 2026Q2: 21,219 shares 21,219 $767K 0.01% -823 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,276 shares; 2024Q4: 3,351 shares; 2025Q1: 3,371 shares; 2025Q2: 4,443 shares; 2025Q3: 4,420 shares; 2025Q4: 4,586 shares; 2026Q1: 5,827 shares; 2026Q2: 4,825 shares 4,825 $766K 0.01% -1,002 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,995 shares; 2024Q4: 3,020 shares; 2025Q1: 3,086 shares; 2025Q2: 3,030 shares; 2025Q3: 3,049 shares; 2025Q4: 3,102 shares; 2026Q1: 3,230 shares; 2026Q2: 3,421 shares 3,421 $765K 0.01% +191 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,654 shares; 2025Q3: 1,624 shares; 2025Q4: 1,765 shares; 2026Q1: 2,168 shares; 2026Q2: 1,748 shares 1,748 $754K 0.01% -420 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,927 shares; 2024Q4: 46,125 shares; 2025Q1: 38,472 shares; 2025Q2: 36,475 shares; 2025Q3: 36,258 shares; 2025Q4: 32,769 shares; 2026Q1: 31,612 shares; 2026Q2: 28,242 shares 28,242 $753K 0.01% -3,370 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,797 shares; 2024Q4: 1,825 shares; 2025Q1: 1,917 shares; 2025Q2: 1,843 shares; 2025Q3: 1,849 shares; 2025Q4: 1,882 shares; 2026Q1: 2,271 shares; 2026Q2: 2,270 shares 2,270 $753K 0.01% -1 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,305 shares; 2024Q4: 1,330 shares; 2025Q1: 2,002 shares; 2025Q2: 2,021 shares; 2025Q3: 2,025 shares; 2025Q4: 2,023 shares; 2026Q1: 2,191 shares; 2026Q2: 2,122 shares 2,122 $743K 0.01% -69 Timeline CAPE 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: 88,002 shares; 2024Q4: 91,822 shares; 2025Q1: 84,408 shares; 2025Q2: 93,602 shares; 2025Q3: 88,716 shares; 2025Q4: 78,137 shares; 2026Q1: 63,051 shares; 2026Q2: 22,683 shares 22,683 $736K 0.01% -40,368 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,157 shares; 2024Q4: 1,335 shares; 2025Q1: 1,367 shares; 2025Q2: 1,280 shares; 2025Q3: 1,410 shares; 2025Q4: 1,469 shares; 2026Q1: 1,664 shares; 2026Q2: 1,467 shares 1,467 $736K 0.01% -197 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,631 shares; 2024Q4: 44,142 shares; 2025Q1: 42,653 shares; 2025Q2: 42,653 shares; 2025Q3: 42,653 shares; 2025Q4: 40,144 shares; 2026Q1: 39,666 shares; 2026Q2: 39,666 shares 39,666 $721K 0.01% 0 Timeline IBTJ 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: 12,177 shares; 2025Q1: 14,343 shares; 2025Q2: 16,966 shares; 2025Q3: 16,978 shares; 2025Q4: 31,236 shares; 2026Q1: 33,230 shares; 2026Q2: 33,270 shares 33,270 $720K 0.01% +40 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,026 shares; 2024Q4: 9,026 shares; 2025Q1: 9,636 shares; 2025Q2: 8,670 shares; 2025Q3: 8,670 shares; 2025Q4: 8,670 shares; 2026Q1: 8,670 shares; 2026Q2: 8,670 shares 8,670 $714K 0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,507 shares; 2024Q4: 6,102 shares; 2025Q1: 6,034 shares; 2025Q2: 6,013 shares; 2025Q3: 5,556 shares; 2025Q4: 5,178 shares; 2026Q1: 5,178 shares; 2026Q2: 4,543 shares 4,543 $713K 0.01% -635 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,841 shares; 2024Q4: 117,712 shares; 2025Q1: 117,951 shares; 2025Q2: 110,936 shares; 2025Q3: 108,375 shares; 2025Q4: 97,606 shares; 2026Q1: 78,187 shares; 2026Q2: 77,623 shares 77,623 $712K 0.01% -564 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,620 shares; 2024Q4: 7,824 shares; 2025Q1: 12,211 shares; 2025Q2: 10,914 shares; 2025Q3: 14,604 shares; 2025Q4: 12,801 shares; 2026Q1: 19,571 shares; 2026Q2: 18,609 shares 18,609 $708K 0.01% -962 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 732 shares; 2024Q4: 689 shares; 2025Q1: 1,285 shares; 2025Q2: 1,037 shares; 2025Q3: 1,069 shares; 2025Q4: 1,063 shares; 2026Q1: 971 shares; 2026Q2: 1,260 shares 1,260 $706K 0.01% +289 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,385 shares; 2025Q1: 6,990 shares; 2025Q2: 4,356 shares; 2025Q3: 4,646 shares; 2025Q4: 4,314 shares; 2026Q1: 4,560 shares; 2026Q2: 4,571 shares 4,571 $702K 0.01% +11 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,344 shares; 2025Q1: 2,075 shares; 2025Q2: 2,486 shares; 2025Q3: 2,447 shares; 2025Q4: 2,590 shares; 2026Q1: 2,568 shares; 2026Q2: 3,079 shares 3,079 $699K 0.01% +511 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,412 shares; 2025Q2: 17,570 shares; 2025Q3: 17,570 shares; 2025Q4: 15,195 shares; 2026Q1: 15,195 shares; 2026Q2: 15,195 shares 15,195 $696K 0.01% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,972 shares; 2024Q4: 28,922 shares; 2025Q1: 28,283 shares; 2025Q2: 26,898 shares; 2025Q3: 25,004 shares; 2025Q4: 25,431 shares; 2026Q1: 23,318 shares; 2026Q2: 23,417 shares 23,417 $692K 0.01% +99 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,451 shares; 2026Q1: 7,515 shares; 2026Q2: 7,464 shares 7,464 $692K 0.01% -51 Timeline SCJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,490 shares 6,490 $683K 0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,492 shares; 2025Q2: 7,928 shares; 2025Q3: 6,886 shares; 2025Q4: 5,050 shares; 2026Q1: 5,951 shares; 2026Q2: 5,582 shares 5,582 $671K 0.01% -369 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 948 shares; 2024Q4: 1,020 shares; 2025Q1: 1,111 shares; 2025Q2: 1,172 shares; 2025Q3: 1,171 shares; 2025Q4: 1,261 shares; 2026Q1: 1,662 shares; 2026Q2: 1,688 shares 1,688 $670K 0.01% +26 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,374 shares; 2024Q4: 3,096 shares; 2025Q1: 3,303 shares; 2025Q2: 3,309 shares; 2025Q3: 3,522 shares; 2025Q4: 3,700 shares; 2026Q1: 4,379 shares; 2026Q2: 24,455 shares 24,455 $670K 0.01% +20,076 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,733 shares; 2024Q4: 16,035 shares; 2025Q1: 15,763 shares; 2025Q2: 15,417 shares; 2025Q3: 14,922 shares; 2025Q4: 13,551 shares; 2026Q1: 13,156 shares; 2026Q2: 12,764 shares 12,764 $665K 0.01% -392 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,970 shares; 2024Q4: 55,937 shares; 2025Q1: 44,859 shares; 2025Q2: 39,499 shares; 2025Q3: 35,754 shares; 2025Q4: 31,321 shares; 2026Q1: 30,457 shares; 2026Q2: 30,129 shares 30,129 $664K 0.01% -328 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,865 shares; 2024Q4: 39,865 shares; 2025Q1: 39,865 shares; 2025Q2: 38,865 shares; 2025Q3: 38,865 shares; 2025Q4: 38,865 shares; 2026Q1: 38,865 shares; 2026Q2: 39,055 shares 39,055 $663K 0.01% +190 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,099 shares; 2024Q4: 7,097 shares; 2025Q1: 6,057 shares; 2025Q2: 8,090 shares; 2025Q3: 6,601 shares; 2025Q4: 7,173 shares; 2026Q1: 8,174 shares; 2026Q2: 7,682 shares 7,682 $651K 0.01% -492 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,934 shares; 2024Q4: 4,145 shares; 2025Q1: 4,314 shares; 2025Q2: 4,528 shares; 2025Q3: 4,097 shares; 2025Q4: 3,802 shares; 2026Q1: 4,331 shares; 2026Q2: 3,818 shares 3,818 $645K 0.01% -513 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,635 shares; 2024Q4: 5,386 shares; 2025Q1: 5,536 shares; 2025Q2: 7,124 shares; 2025Q3: 7,437 shares; 2025Q4: 5,602 shares; 2026Q1: 5,525 shares; 2026Q2: 6,415 shares 6,415 $635K 0.01% +890 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,425 shares; 2024Q4: 6,426 shares; 2025Q1: 6,233 shares; 2025Q2: 6,116 shares; 2025Q3: 6,116 shares; 2025Q4: 6,123 shares; 2026Q1: not reported; 2026Q2: 5,875 shares 5,875 $633K 0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,011 shares; 2025Q2: 3,650 shares; 2025Q3: 3,651 shares; 2025Q4: 3,838 shares; 2026Q1: 3,839 shares; 2026Q2: 3,840 shares 3,840 $628K 0.01% +1 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,783 shares; 2024Q4: 8,593 shares; 2025Q1: 8,535 shares; 2025Q2: 7,467 shares; 2025Q3: 7,202 shares; 2025Q4: 12,322 shares; 2026Q1: 11,896 shares; 2026Q2: 11,291 shares 11,291 $627K 0.01% -605 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,077 shares; 2024Q4: 2,897 shares; 2025Q1: 3,042 shares; 2025Q2: 2,512 shares; 2025Q3: 5,018 shares; 2025Q4: 2,204 shares; 2026Q1: 2,380 shares; 2026Q2: 2,108 shares 2,108 $624K 0.01% -272 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: 3,405 shares; 2024Q4: 3,736 shares; 2025Q1: 3,560 shares; 2025Q2: 5,630 shares; 2025Q3: 5,641 shares; 2025Q4: 5,939 shares; 2026Q1: 5,472 shares; 2026Q2: 5,777 shares 5,777 $623K 0.01% +305 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,396 shares; 2024Q4: 3,545 shares; 2025Q1: 3,862 shares; 2025Q2: 3,675 shares; 2025Q3: 3,794 shares; 2025Q4: 3,622 shares; 2026Q1: 3,919 shares; 2026Q2: 4,248 shares 4,248 $621K 0.01% +329 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,437 shares; 2024Q4: 5,799 shares; 2025Q1: 5,184 shares; 2025Q2: 5,200 shares; 2025Q3: 5,311 shares; 2025Q4: 5,310 shares; 2026Q1: 5,300 shares; 2026Q2: 5,246 shares 5,246 $616K 0.01% -54 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,413 shares; 2024Q4: 35,050 shares; 2025Q1: 30,502 shares; 2025Q2: 29,759 shares; 2025Q3: 30,032 shares; 2025Q4: 29,266 shares; 2026Q1: 29,621 shares; 2026Q2: 30,139 shares 30,139 $614K 0.01% +518 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,230 shares; 2024Q4: 4,318 shares; 2025Q1: 3,999 shares; 2025Q2: 4,019 shares; 2025Q3: 4,072 shares; 2025Q4: 4,080 shares; 2026Q1: 4,147 shares; 2026Q2: 4,142 shares 4,142 $612K 0.01% -5 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 1,157 shares; 2025Q1: 1,584 shares; 2025Q2: 1,877 shares; 2025Q3: 1,991 shares; 2025Q4: 2,136 shares; 2026Q1: 2,300 shares; 2026Q2: 2,210 shares 2,210 $609K 0.01% -90 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,334 shares; 2024Q4: 980 shares; 2025Q1: 957 shares; 2025Q2: 1,050 shares; 2025Q3: 2,195 shares; 2025Q4: 2,251 shares; 2026Q1: 2,287 shares; 2026Q2: 2,142 shares 2,142 $606K 0.01% -145 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; 2024Q3: 872 shares; 2024Q4: 842 shares; 2025Q1: 1,032 shares; 2025Q2: 997 shares; 2025Q3: 1,009 shares; 2025Q4: 1,171 shares; 2026Q1: 1,303 shares; 2026Q2: 1,207 shares 1,207 $599K 0.01% -96 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,216 shares; 2024Q4: 8,216 shares; 2025Q1: 8,216 shares; 2025Q2: 8,216 shares; 2025Q3: 8,216 shares; 2025Q4: 9,199 shares; 2026Q1: 10,835 shares; 2026Q2: 11,090 shares 11,090 $599K 0.01% +255 Timeline BIB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,545 shares; 2024Q4: 9,996 shares; 2025Q1: 6,981 shares; 2025Q2: 6,296 shares; 2025Q3: 6,096 shares; 2025Q4: 5,996 shares; 2026Q1: 5,996 shares; 2026Q2: 5,946 shares 5,946 $599K 0.01% -50 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: 1,465 shares; 2026Q1: 1,453 shares; 2026Q2: 1,584 shares 1,584 $597K 0.01% +131 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; 2024Q3: 698 shares; 2024Q4: 737 shares; 2025Q1: 1,180 shares; 2025Q2: 2,114 shares; 2025Q3: 2,392 shares; 2025Q4: 1,752 shares; 2026Q1: 1,562 shares; 2026Q2: 1,729 shares 1,729 $595K 0.01% +167 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,288 shares; 2024Q4: 3,290 shares; 2025Q1: 3,292 shares; 2025Q2: 3,276 shares; 2025Q3: 3,278 shares; 2025Q4: 3,377 shares; 2026Q1: 3,260 shares; 2026Q2: 3,261 shares 3,261 $594K 0.01% +1 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,134 shares; 2024Q4: 2,134 shares; 2025Q1: 2,134 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares; 2025Q4: 2,134 shares; 2026Q1: 2,634 shares; 2026Q2: 2,634 shares 2,634 $594K 0.01% 0 Timeline EWJV 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: 13,500 shares 13,500 $593K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,059 shares; 2024Q4: 4,226 shares; 2025Q1: 6,142 shares; 2025Q2: 6,280 shares; 2025Q3: 5,800 shares; 2025Q4: 6,102 shares; 2026Q1: 6,418 shares; 2026Q2: 5,283 shares 5,283 $590K 0.01% -1,135 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: 816 shares; 2024Q4: 854 shares; 2025Q1: 1,954 shares; 2025Q2: 1,956 shares; 2025Q3: 2,116 shares; 2025Q4: 2,174 shares; 2026Q1: 2,201 shares; 2026Q2: 2,118 shares 2,118 $590K 0.01% -83 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,365 shares; 2025Q2: 5,627 shares; 2025Q3: 6,662 shares; 2025Q4: 8,827 shares; 2026Q1: 9,092 shares; 2026Q2: 9,503 shares 9,503 $587K 0.01% +411 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,433 shares; 2024Q4: 45,883 shares; 2025Q1: 41,977 shares; 2025Q2: 44,717 shares; 2025Q3: 45,423 shares; 2025Q4: 46,351 shares; 2026Q1: 51,609 shares; 2026Q2: 63,331 shares 63,331 $583K 0.01% +11,722 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 405 shares; 2025Q1: 524 shares; 2025Q2: 1,607 shares; 2025Q3: 1,613 shares; 2025Q4: 1,801 shares; 2026Q1: 1,630 shares; 2026Q2: 1,424 shares 1,424 $580K 0.01% -206 Timeline AXTI AXT INC More: the full row for AXT 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: 7,200 shares; 2026Q2: 8,029 shares 8,029 $579K 0.01% +829 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,760 shares; 2024Q4: 5,885 shares; 2025Q1: 8,098 shares; 2025Q2: 8,367 shares; 2025Q3: 9,105 shares; 2025Q4: 9,120 shares; 2026Q1: 10,996 shares; 2026Q2: 10,268 shares 10,268 $578K 0.01% -728 Timeline PXF 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: 4,182 shares; 2025Q3: 4,795 shares; 2025Q4: 4,730 shares; 2026Q1: 7,929 shares; 2026Q2: 7,618 shares 7,618 $576K 0.01% -311 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,066 shares; 2025Q2: 3,066 shares; 2025Q3: 3,080 shares; 2025Q4: 3,115 shares; 2026Q1: 3,118 shares; 2026Q2: 3,115 shares 3,115 $573K 0.01% -3 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,407 shares; 2025Q4: 5,481 shares; 2026Q1: 10,409 shares; 2026Q2: 10,238 shares 10,238 $571K 0.01% -171 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,524 shares; 2024Q4: 31,507 shares; 2025Q1: 30,528 shares; 2025Q2: 29,023 shares; 2025Q3: 29,146 shares; 2025Q4: 28,318 shares; 2026Q1: 28,682 shares; 2026Q2: 29,014 shares 29,014 $569K 0.01% +332 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,030 shares; 2024Q4: 58,484 shares; 2025Q1: 6,202 shares; 2025Q2: 5,511 shares; 2025Q3: 5,088 shares; 2025Q4: 4,418 shares; 2026Q1: 4,117 shares; 2026Q2: 4,065 shares 4,065 $565K 0.01% -52 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,368 shares; 2024Q4: 2,310 shares; 2025Q1: 1,779 shares; 2025Q2: 1,802 shares; 2025Q3: 1,785 shares; 2025Q4: 1,824 shares; 2026Q1: 1,783 shares; 2026Q2: 1,774 shares 1,774 $563K 0.01% -9 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,745 shares; 2024Q4: 79,754 shares; 2025Q1: 73,391 shares; 2025Q2: 70,434 shares; 2025Q3: 64,997 shares; 2025Q4: 62,205 shares; 2026Q1: 57,327 shares; 2026Q2: 55,306 shares 55,306 $557K 0.01% -2,021 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,241 shares; 2024Q4: 53,924 shares; 2025Q1: 52,457 shares; 2025Q2: 49,707 shares; 2025Q3: 48,561 shares; 2025Q4: 46,423 shares; 2026Q1: 43,346 shares; 2026Q2: 38,937 shares 38,937 $557K 0.01% -4,409 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,602 shares; 2024Q4: 83,750 shares; 2025Q1: 80,256 shares; 2025Q2: 75,682 shares; 2025Q3: 67,518 shares; 2025Q4: 52,056 shares; 2026Q1: 52,634 shares; 2026Q2: 49,477 shares 49,477 $557K 0.01% -3,157 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,998 shares; 2025Q2: 8,898 shares; 2025Q3: 5,648 shares; 2025Q4: 4,918 shares; 2026Q1: 4,918 shares; 2026Q2: 4,193 shares 4,193 $555K 0.01% -725 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,879 shares; 2024Q4: 11,879 shares; 2025Q1: 11,879 shares; 2025Q2: 11,879 shares; 2025Q3: 11,780 shares; 2025Q4: 11,371 shares; 2026Q1: 11,078 shares; 2026Q2: 33,109 shares 33,109 $553K 0.01% +22,031 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633 shares; 2024Q4: 1,411 shares; 2025Q1: 932 shares; 2025Q2: 1,232 shares; 2025Q3: 1,264 shares; 2025Q4: 1,247 shares; 2026Q1: 1,604 shares; 2026Q2: 1,507 shares 1,507 $551K 0.01% -97 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 448 shares; 2025Q4: 585 shares; 2026Q1: 929 shares; 2026Q2: 1,067 shares 1,067 $550K 0.01% +138 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,672 shares; 2024Q4: 33,280 shares; 2025Q1: 32,475 shares; 2025Q2: 32,208 shares; 2025Q3: 30,338 shares; 2025Q4: 29,358 shares; 2026Q1: 29,179 shares; 2026Q2: 29,618 shares 29,618 $549K 0.01% +439 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; 2024Q3: 8,152 shares; 2024Q4: 7,485 shares; 2025Q1: 8,285 shares; 2025Q2: 8,811 shares; 2025Q3: 7,236 shares; 2025Q4: 7,107 shares; 2026Q1: 6,624 shares; 2026Q2: 7,119 shares 7,119 $549K 0.01% +495 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,462 shares; 2026Q1: 1,971 shares; 2026Q2: 1,918 shares 1,918 $548K 0.01% -53 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,598 shares; 2024Q4: 2,498 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,443 shares; 2026Q1: 2,214 shares; 2026Q2: 3,474 shares 3,474 $545K 0.01% +1,260 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,757 shares; 2024Q4: 11,909 shares; 2025Q1: 12,197 shares; 2025Q2: 12,131 shares; 2025Q3: 12,331 shares; 2025Q4: 12,005 shares; 2026Q1: 12,824 shares; 2026Q2: 14,730 shares 14,730 $544K 0.01% +1,906 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,944 shares; 2024Q4: 4,251 shares; 2025Q1: 4,696 shares; 2025Q2: 5,204 shares; 2025Q3: 5,139 shares; 2025Q4: 5,144 shares; 2026Q1: 6,253 shares; 2026Q2: 6,769 shares 6,769 $544K 0.01% +516 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: not reported; 2025Q1: not reported; 2025Q2: 2,120 shares; 2025Q3: 2,249 shares; 2025Q4: 2,398 shares; 2026Q1: 2,635 shares; 2026Q2: 3,075 shares 3,075 $542K 0.01% +440 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: 10,508 shares; 2024Q4: 10,085 shares; 2025Q1: 9,642 shares; 2025Q2: 10,872 shares; 2025Q3: 10,323 shares; 2025Q4: 10,418 shares; 2026Q1: 12,407 shares; 2026Q2: 12,491 shares 12,491 $539K 0.01% +84 Timeline