AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,338,068 shares; 2024Q4: 1,083,432 shares; 2025Q1: 1,063,195 shares; 2025Q2: 1,053,486 shares; 2025Q3: 1,023,919 shares; 2025Q4: 996,229 shares; 2026Q1: 975,928 shares; 2026Q2: 956,845 shares 956,845 $277M 5.01% -19,083 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY 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: 7,338,237 shares; 2026Q1: 7,159,791 shares; 2026Q2: 7,551,083 shares 7,551,083 $229M 4.15% +391,292 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,054,602 shares; 2024Q4: 5,872,188 shares; 2025Q1: 6,085,455 shares; 2025Q2: 6,411,484 shares; 2025Q3: 7,312,983 shares; 2025Q4: 7,633,537 shares; 2026Q1: 8,055,215 shares; 2026Q2: 8,151,700 shares 8,151,700 $216M 3.91% +96,485 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614,916 shares; 2024Q4: 1,646,797 shares; 2025Q1: 1,562,245 shares; 2025Q2: 1,604,339 shares; 2025Q3: 1,737,860 shares; 2025Q4: 1,824,858 shares; 2026Q1: 1,889,896 shares; 2026Q2: 1,873,125 shares 1,873,125 $192M 3.47% -16,771 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,829,112 shares; 2024Q4: 7,881,481 shares; 2025Q1: 7,905,385 shares; 2025Q2: 7,924,854 shares; 2025Q3: 7,823,028 shares; 2025Q4: 7,391,451 shares; 2026Q1: 4,864,374 shares; 2026Q2: 4,506,959 shares 4,506,959 $181M 3.28% -357,415 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,279,242 shares; 2024Q4: 4,848,221 shares; 2025Q1: 4,643,973 shares; 2025Q2: 4,261,148 shares; 2025Q3: 4,649,181 shares; 2025Q4: 4,388,329 shares; 2026Q1: 5,542,655 shares; 2026Q2: 5,891,785 shares 5,891,785 $178M 3.21% +349,130 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: 558,254 shares; 2024Q4: 484,387 shares; 2025Q1: 472,519 shares; 2025Q2: 468,224 shares; 2025Q3: 453,598 shares; 2025Q4: 434,658 shares; 2026Q1: 427,422 shares; 2026Q2: 420,274 shares 420,274 $159M 2.87% -7,148 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: 793,088 shares; 2024Q4: 841,722 shares; 2025Q1: 878,156 shares; 2025Q2: 991,745 shares; 2025Q3: 1,093,882 shares; 2025Q4: 1,178,890 shares; 2026Q1: 1,457,328 shares; 2026Q2: 1,687,906 shares 1,687,906 $120M 2.17% +230,578 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: 258,940 shares; 2024Q4: 249,323 shares; 2025Q1: 241,551 shares; 2025Q2: 243,888 shares; 2025Q3: 244,472 shares; 2025Q4: 240,299 shares; 2026Q1: 229,974 shares; 2026Q2: 1,330,069 shares 1,330,069 $115M 2.07% +1,100,095 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: 350,875 shares; 2024Q4: 337,379 shares; 2025Q1: 329,573 shares; 2025Q2: 329,201 shares; 2025Q3: 327,032 shares; 2025Q4: 323,846 shares; 2026Q1: 313,139 shares; 2026Q2: 307,189 shares 307,189 $114M 2.06% -5,950 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: 629,535 shares; 2024Q4: 574,196 shares; 2025Q1: 558,760 shares; 2025Q2: 556,762 shares; 2025Q3: 545,004 shares; 2025Q4: 529,724 shares; 2026Q1: 530,593 shares; 2026Q2: 529,921 shares 529,921 $106M 1.92% -672 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: 76,335 shares; 2024Q4: 75,195 shares; 2025Q1: 85,046 shares; 2025Q2: 86,018 shares; 2025Q3: 90,174 shares; 2025Q4: 96,211 shares; 2026Q1: 110,474 shares; 2026Q2: 147,323 shares 147,323 $101M 1.83% +36,849 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: 268,421 shares; 2024Q4: 267,972 shares; 2025Q1: 269,139 shares; 2025Q2: 277,129 shares; 2025Q3: 285,579 shares; 2025Q4: 297,040 shares; 2026Q1: 314,554 shares; 2026Q2: 1,247,189 shares 1,247,189 $100M 1.82% +932,635 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,646 shares; 2024Q4: 446,550 shares; 2025Q1: 544,859 shares; 2025Q2: 621,081 shares; 2025Q3: 693,101 shares; 2025Q4: 747,385 shares; 2026Q1: 949,678 shares; 2026Q2: 1,046,455 shares 1,046,455 $95.9M 1.73% +96,777 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: 440,301 shares; 2024Q4: 431,966 shares; 2025Q1: 448,309 shares; 2025Q2: 463,193 shares; 2025Q3: 485,114 shares; 2025Q4: 483,298 shares; 2026Q1: 453,756 shares; 2026Q2: 445,719 shares 445,719 $94.8M 1.72% -8,037 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: 307,821 shares; 2024Q4: 290,411 shares; 2025Q1: 286,398 shares; 2025Q2: 283,546 shares; 2025Q3: 277,450 shares; 2025Q4: 269,925 shares; 2026Q1: 268,417 shares; 2026Q2: 264,169 shares 264,169 $94.4M 1.71% -4,248 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: 245,968 shares; 2024Q4: 246,844 shares; 2025Q1: 241,982 shares; 2025Q2: 242,644 shares; 2025Q3: 240,514 shares; 2025Q4: 235,547 shares; 2026Q1: 231,935 shares; 2026Q2: 229,218 shares 229,218 $85.5M 1.55% -2,717 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: 355,470 shares; 2024Q4: 330,757 shares; 2025Q1: 330,655 shares; 2025Q2: 329,940 shares; 2025Q3: 325,121 shares; 2025Q4: 321,354 shares; 2026Q1: 323,528 shares; 2026Q2: 320,815 shares 320,815 $76.5M 1.38% -2,713 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: 59,973 shares; 2024Q4: 59,659 shares; 2025Q1: 57,604 shares; 2025Q2: 875,716 shares; 2025Q3: 861,899 shares; 2025Q4: 855,890 shares; 2026Q1: 812,286 shares; 2026Q2: 800,076 shares 800,076 $73.7M 1.33% -12,210 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: 176,256 shares; 2024Q4: 174,446 shares; 2025Q1: 175,860 shares; 2025Q2: 185,172 shares; 2025Q3: 197,653 shares; 2025Q4: 210,293 shares; 2026Q1: 234,190 shares; 2026Q2: 229,713 shares 229,713 $69.6M 1.26% -4,477 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: 144,062 shares; 2024Q4: 142,689 shares; 2025Q1: 140,855 shares; 2025Q2: 140,072 shares; 2025Q3: 139,721 shares; 2025Q4: 136,671 shares; 2026Q1: 135,654 shares; 2026Q2: 135,390 shares 135,390 $67.7M 1.23% -264 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: 1,468,441 shares; 2024Q4: 1,343,042 shares; 2025Q1: 1,280,828 shares; 2025Q2: 1,178,602 shares; 2025Q3: 1,078,685 shares; 2025Q4: 1,017,210 shares; 2026Q1: 924,593 shares; 2026Q2: 887,292 shares 887,292 $67M 1.21% -37,301 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: 572,320 shares; 2024Q4: 558,365 shares; 2025Q1: 548,444 shares; 2025Q2: 547,987 shares; 2025Q3: 540,530 shares; 2025Q4: 538,212 shares; 2026Q1: 537,436 shares; 2026Q2: 505,931 shares 505,931 $57.3M 1.04% -31,505 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 185,120 shares; 2025Q1: 255,915 shares; 2025Q2: 318,113 shares; 2025Q3: 331,313 shares; 2025Q4: 318,312 shares; 2026Q1: 358,153 shares; 2026Q2: 4,000,789 shares 4,000,789 $56.5M 1.02% +3,642,636 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: 229,325 shares; 2024Q4: 232,430 shares; 2025Q1: 229,796 shares; 2025Q2: 218,338 shares; 2025Q3: 216,349 shares; 2025Q4: 212,594 shares; 2026Q1: 213,747 shares; 2026Q2: 215,195 shares 215,195 $54.2M 0.98% +1,448 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: 170,903 shares; 2024Q4: 170,263 shares; 2025Q1: 168,579 shares; 2025Q2: 169,032 shares; 2025Q3: 166,651 shares; 2025Q4: 163,038 shares; 2026Q1: 163,883 shares; 2026Q2: 163,219 shares 163,219 $53.4M 0.97% -664 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: 45,304 shares; 2024Q4: 45,080 shares; 2025Q1: 43,761 shares; 2025Q2: 43,951 shares; 2025Q3: 43,319 shares; 2025Q4: 41,896 shares; 2026Q1: 41,630 shares; 2026Q2: 42,110 shares 42,110 $50.5M 0.91% +480 Timeline CATH 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: 616,487 shares; 2024Q4: 628,104 shares; 2025Q1: 628,798 shares; 2025Q2: 556,980 shares; 2025Q3: 557,145 shares; 2025Q4: 554,409 shares; 2026Q1: 553,308 shares; 2026Q2: 532,259 shares 532,259 $47.1M 0.85% -21,049 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,251 shares; 2024Q4: 519,223 shares; 2025Q1: 643,792 shares; 2025Q2: 672,676 shares; 2025Q3: 655,418 shares; 2025Q4: 716,605 shares; 2026Q1: 775,337 shares; 2026Q2: 793,283 shares 793,283 $40.2M 0.73% +17,946 Timeline BKAG 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: 467,241 shares; 2024Q4: 512,230 shares; 2025Q1: 550,046 shares; 2025Q2: 513,763 shares; 2025Q3: 579,778 shares; 2025Q4: 637,074 shares; 2026Q1: 703,812 shares; 2026Q2: 941,445 shares 941,445 $39.5M 0.71% +237,633 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,620 shares; 2024Q4: 325,540 shares; 2025Q1: 314,910 shares; 2025Q2: 305,889 shares; 2025Q3: 306,286 shares; 2025Q4: 297,291 shares; 2026Q1: 291,679 shares; 2026Q2: 284,862 shares 284,862 $38.9M 0.7% -6,817 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: 42,216 shares; 2024Q4: 42,586 shares; 2025Q1: 39,561 shares; 2025Q2: 38,391 shares; 2025Q3: 37,843 shares; 2025Q4: 36,508 shares; 2026Q1: 35,609 shares; 2026Q2: 35,266 shares 35,266 $37.6M 0.68% -343 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573,221 shares; 2024Q4: 520,192 shares; 2025Q1: 537,475 shares; 2025Q2: 554,344 shares; 2025Q3: 670,568 shares; 2025Q4: 713,172 shares; 2026Q1: 749,709 shares; 2026Q2: 736,977 shares 736,977 $37.3M 0.68% -12,732 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,201 shares; 2024Q4: 369,449 shares; 2025Q1: 370,144 shares; 2025Q2: 414,753 shares; 2025Q3: 397,936 shares; 2025Q4: 422,643 shares; 2026Q1: 468,069 shares; 2026Q2: 464,614 shares 464,614 $34.3M 0.62% -3,455 Timeline QLTY 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: 11,247 shares; 2025Q1: 2,741 shares; 2025Q2: 2,447 shares; 2025Q3: 450,153 shares; 2025Q4: 605,050 shares; 2026Q1: 820,980 shares; 2026Q2: 808,861 shares 808,861 $33.7M 0.61% -12,119 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375,557 shares; 2024Q4: 417,234 shares; 2025Q1: 430,063 shares; 2025Q2: 499,794 shares; 2025Q3: 419,300 shares; 2025Q4: 362,634 shares; 2026Q1: 348,215 shares; 2026Q2: 328,813 shares 328,813 $33.6M 0.61% -19,402 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: 92,915 shares; 2024Q4: 93,305 shares; 2025Q1: 92,350 shares; 2025Q2: 92,307 shares; 2025Q3: 91,578 shares; 2025Q4: 89,362 shares; 2026Q1: 87,421 shares; 2026Q2: 87,464 shares 87,464 $30.9M 0.56% +43 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: 35,567 shares; 2024Q4: 37,916 shares; 2025Q1: 29,638 shares; 2025Q2: 29,641 shares; 2025Q3: 34,865 shares; 2025Q4: 35,650 shares; 2026Q1: 38,708 shares; 2026Q2: 39,675 shares 39,675 $29.6M 0.54% +967 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: 134,467 shares; 2024Q4: 124,780 shares; 2025Q1: 121,079 shares; 2025Q2: 119,801 shares; 2025Q3: 117,803 shares; 2025Q4: 114,943 shares; 2026Q1: 114,158 shares; 2026Q2: 114,703 shares 114,703 $29.1M 0.53% +545 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: 9,232 shares; 2024Q4: 10,252 shares; 2025Q1: 10,100 shares; 2025Q2: 10,096 shares; 2025Q3: 10,179 shares; 2025Q4: 10,058 shares; 2026Q1: 10,035 shares; 2026Q2: 95,244 shares 95,244 $28.7M 0.52% +85,209 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: 159,187 shares; 2024Q4: 107,683 shares; 2025Q1: 107,018 shares; 2025Q2: 104,940 shares; 2025Q3: 104,500 shares; 2025Q4: 104,670 shares; 2026Q1: 104,431 shares; 2026Q2: 104,432 shares 104,432 $28.4M 0.51% +1 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,286 shares; 2024Q4: 213,304 shares; 2025Q1: 212,810 shares; 2025Q2: 211,243 shares; 2025Q3: 202,024 shares; 2025Q4: 197,197 shares; 2026Q1: 195,431 shares; 2026Q2: 192,813 shares 192,813 $28.3M 0.51% -2,618 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: 54,470 shares; 2024Q4: 57,986 shares; 2025Q1: 50,443 shares; 2025Q2: 50,198 shares; 2025Q3: 51,516 shares; 2025Q4: 50,494 shares; 2026Q1: 52,269 shares; 2026Q2: 48,365 shares 48,365 $28.1M 0.51% -3,904 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: 117,026 shares; 2024Q4: 86,761 shares; 2025Q1: 86,058 shares; 2025Q2: 85,939 shares; 2025Q3: 83,154 shares; 2025Q4: 80,276 shares; 2026Q1: 80,156 shares; 2026Q2: 79,417 shares 79,417 $28M 0.51% -739 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: 574,300 shares; 2024Q4: 1,572,410 shares; 2025Q1: 1,479,868 shares; 2025Q2: 1,054,329 shares; 2025Q3: 1,019,722 shares; 2025Q4: 944,133 shares; 2026Q1: 889,216 shares; 2026Q2: 869,659 shares 869,659 $27.6M 0.5% -19,557 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: 174,171 shares; 2024Q4: 179,856 shares; 2025Q1: 175,035 shares; 2025Q2: 172,644 shares; 2025Q3: 169,314 shares; 2025Q4: 161,455 shares; 2026Q1: 158,716 shares; 2026Q2: 158,642 shares 158,642 $26.3M 0.48% -74 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,665 shares; 2024Q4: 48,514 shares; 2025Q1: 56,372 shares; 2025Q2: 76,899 shares; 2025Q3: 85,891 shares; 2025Q4: 133,990 shares; 2026Q1: 250,448 shares; 2026Q2: 294,699 shares 294,699 $26.3M 0.48% +44,251 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: 79,879 shares; 2024Q4: 79,651 shares; 2025Q1: 79,010 shares; 2025Q2: 79,148 shares; 2025Q3: 77,639 shares; 2025Q4: 76,212 shares; 2026Q1: 75,917 shares; 2026Q2: 74,543 shares 74,543 $25.6M 0.46% -1,374 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427,784 shares; 2024Q4: 375,878 shares; 2025Q1: 364,929 shares; 2025Q2: 368,063 shares; 2025Q3: 375,055 shares; 2025Q4: 404,960 shares; 2026Q1: 480,555 shares; 2026Q2: 497,060 shares 497,060 $24.5M 0.44% +16,505 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 272,556 shares; 2025Q4: 578,724 shares; 2026Q1: 749,155 shares; 2026Q2: 830,472 shares 830,472 $24.4M 0.44% +81,317 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: 85,461 shares; 2024Q4: 75,210 shares; 2025Q1: 74,428 shares; 2025Q2: 73,415 shares; 2025Q3: 73,765 shares; 2025Q4: 70,836 shares; 2026Q1: 66,618 shares; 2026Q2: 64,636 shares 64,636 $23.8M 0.43% -1,982 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: 139,061 shares; 2024Q4: 104,406 shares; 2025Q1: 113,431 shares; 2025Q2: 156,328 shares; 2025Q3: 228,449 shares; 2025Q4: 276,292 shares; 2026Q1: 389,889 shares; 2026Q2: 433,927 shares 433,927 $22.9M 0.41% +44,038 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: 96,591 shares; 2024Q4: 79,288 shares; 2025Q1: 78,501 shares; 2025Q2: 77,793 shares; 2025Q3: 77,831 shares; 2025Q4: 75,027 shares; 2026Q1: 75,290 shares; 2026Q2: 76,003 shares 76,003 $20.5M 0.37% +713 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: 121,164 shares; 2024Q4: 116,285 shares; 2025Q1: 114,898 shares; 2025Q2: 108,281 shares; 2025Q3: 96,981 shares; 2025Q4: 90,729 shares; 2026Q1: 88,246 shares; 2026Q2: 86,619 shares 86,619 $20.5M 0.37% -1,627 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: 194,756 shares; 2024Q4: 174,913 shares; 2025Q1: 168,828 shares; 2025Q2: 163,942 shares; 2025Q3: 158,807 shares; 2025Q4: 154,463 shares; 2026Q1: 149,676 shares; 2026Q2: 147,504 shares 147,504 $20M 0.36% -2,172 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: 116,364 shares; 2024Q4: 114,241 shares; 2025Q1: 110,831 shares; 2025Q2: 108,970 shares; 2025Q3: 108,290 shares; 2025Q4: 106,067 shares; 2026Q1: 104,585 shares; 2026Q2: 103,691 shares 103,691 $19.7M 0.36% -894 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: 32,436 shares; 2024Q4: 33,122 shares; 2025Q1: 33,709 shares; 2025Q2: 34,973 shares; 2025Q3: 34,969 shares; 2025Q4: 34,291 shares; 2026Q1: 34,932 shares; 2026Q2: 34,466 shares 34,466 $19.4M 0.35% -466 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,529 shares; 2024Q4: 439,721 shares; 2025Q1: 478,551 shares; 2025Q2: 504,477 shares; 2025Q3: 473,963 shares; 2025Q4: 428,929 shares; 2026Q1: 378,955 shares; 2026Q2: 385,887 shares 385,887 $19.2M 0.35% +6,932 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: 24,242 shares; 2024Q4: 24,641 shares; 2025Q1: 24,958 shares; 2025Q2: 25,296 shares; 2025Q3: 26,983 shares; 2025Q4: 27,833 shares; 2026Q1: 25,509 shares; 2026Q2: 25,155 shares 25,155 $18.8M 0.34% -354 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: 23,451 shares; 2024Q4: 21,548 shares; 2025Q1: 21,035 shares; 2025Q2: 21,130 shares; 2025Q3: 20,306 shares; 2025Q4: 19,994 shares; 2026Q1: 19,995 shares; 2026Q2: 20,134 shares 20,134 $18.8M 0.34% +139 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: 38,637 shares; 2024Q4: 38,416 shares; 2025Q1: 37,574 shares; 2025Q2: 36,994 shares; 2025Q3: 35,159 shares; 2025Q4: 34,025 shares; 2026Q1: 34,348 shares; 2026Q2: 33,805 shares 33,805 $17.4M 0.31% -543 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: 164,647 shares; 2024Q4: 158,585 shares; 2025Q1: 131,037 shares; 2025Q2: 114,235 shares; 2025Q3: 115,073 shares; 2025Q4: 113,510 shares; 2026Q1: 104,591 shares; 2026Q2: 103,227 shares 103,227 $16.3M 0.3% -1,364 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: 112,670 shares; 2024Q4: 92,614 shares; 2025Q1: 91,051 shares; 2025Q2: 89,732 shares; 2025Q3: 89,102 shares; 2025Q4: 88,135 shares; 2026Q1: 88,088 shares; 2026Q2: 87,796 shares 87,796 $15.9M 0.29% -292 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,063 shares; 2024Q4: 90,221 shares; 2025Q1: 102,921 shares; 2025Q2: 321,055 shares; 2025Q3: 308,411 shares; 2025Q4: 309,966 shares; 2026Q1: 302,609 shares; 2026Q2: 303,031 shares 303,031 $15.4M 0.28% +422 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: 22,680 shares; 2024Q4: 25,965 shares; 2025Q1: 22,266 shares; 2025Q2: 21,522 shares; 2025Q3: 23,717 shares; 2025Q4: 24,786 shares; 2026Q1: 21,787 shares; 2026Q2: 20,916 shares 20,916 $15.4M 0.28% -871 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: 367,864 shares; 2024Q4: 414,183 shares; 2025Q1: 437,701 shares; 2025Q2: 451,082 shares; 2025Q3: 499,689 shares; 2025Q4: 601,744 shares; 2026Q1: 612,998 shares; 2026Q2: 632,851 shares 632,851 $15.3M 0.28% +19,853 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: 73,205 shares; 2024Q4: 72,803 shares; 2025Q1: 70,878 shares; 2025Q2: 70,520 shares; 2025Q3: 70,368 shares; 2025Q4: 67,035 shares; 2026Q1: 66,875 shares; 2026Q2: 66,895 shares 66,895 $15.2M 0.27% +20 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,184 shares; 2024Q4: 286,430 shares; 2025Q1: 274,025 shares; 2025Q2: 222,442 shares; 2025Q3: 223,299 shares; 2025Q4: 215,771 shares; 2026Q1: 203,253 shares; 2026Q2: 223,479 shares 223,479 $15.1M 0.27% +20,226 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: 284,269 shares; 2024Q4: 322,414 shares; 2025Q1: 334,263 shares; 2025Q2: 343,754 shares; 2025Q3: 368,969 shares; 2025Q4: 488,519 shares; 2026Q1: 539,668 shares; 2026Q2: 583,112 shares 583,112 $14.7M 0.27% +43,444 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: 106,978 shares; 2024Q4: 112,101 shares; 2025Q1: 111,770 shares; 2025Q2: 113,796 shares; 2025Q3: 119,543 shares; 2025Q4: 123,488 shares; 2026Q1: 121,575 shares; 2026Q2: 122,556 shares 122,556 $14.4M 0.26% +981 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: 170,464 shares; 2024Q4: 203,257 shares; 2025Q1: 266,174 shares; 2025Q2: 334,677 shares; 2025Q3: 383,250 shares; 2025Q4: 422,630 shares; 2026Q1: 472,328 shares; 2026Q2: 550,291 shares 550,291 $14.1M 0.25% +77,963 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: 137,097 shares; 2024Q4: 122,964 shares; 2025Q1: 117,234 shares; 2025Q2: 112,840 shares; 2025Q3: 109,982 shares; 2025Q4: 109,192 shares; 2026Q1: 110,805 shares; 2026Q2: 109,411 shares 109,411 $14.1M 0.25% -1,394 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: 71,153 shares; 2024Q4: 46,537 shares; 2025Q1: 45,934 shares; 2025Q2: 42,815 shares; 2025Q3: 35,576 shares; 2025Q4: 33,537 shares; 2026Q1: 32,700 shares; 2026Q2: 32,888 shares 32,888 $13.7M 0.25% +188 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: 69,164 shares; 2024Q4: 53,419 shares; 2025Q1: 54,015 shares; 2025Q2: 56,817 shares; 2025Q3: 61,446 shares; 2025Q4: 61,867 shares; 2026Q1: 62,856 shares; 2026Q2: 61,830 shares 61,830 $13.5M 0.24% -1,026 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,136 shares; 2024Q4: 307,442 shares; 2025Q1: 302,620 shares; 2025Q2: 306,581 shares; 2025Q3: 296,548 shares; 2025Q4: 264,284 shares; 2026Q1: 257,055 shares; 2026Q2: 248,821 shares 248,821 $13.2M 0.24% -8,234 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: 461,366 shares; 2024Q4: 527,888 shares; 2025Q1: 554,970 shares; 2025Q2: 574,305 shares; 2025Q3: 586,700 shares; 2025Q4: 636,652 shares; 2026Q1: 544,053 shares; 2026Q2: 525,939 shares 525,939 $12.7M 0.23% -18,114 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: 66,734 shares; 2024Q4: 93,135 shares; 2025Q1: 97,765 shares; 2025Q2: 110,937 shares; 2025Q3: 143,514 shares; 2025Q4: 168,983 shares; 2026Q1: 231,861 shares; 2026Q2: 211,512 shares 211,512 $12.6M 0.23% -20,349 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: 89,764 shares; 2024Q4: 89,268 shares; 2025Q1: 92,049 shares; 2025Q2: 99,500 shares; 2025Q3: 129,289 shares; 2025Q4: 135,773 shares; 2026Q1: 149,808 shares; 2026Q2: 124,852 shares 124,852 $12.6M 0.23% -24,956 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: 220,480 shares; 2024Q4: 227,600 shares; 2025Q1: 224,622 shares; 2025Q2: 225,548 shares; 2025Q3: 223,194 shares; 2025Q4: 223,007 shares; 2026Q1: 220,728 shares; 2026Q2: 217,715 shares 217,715 $12.4M 0.22% -3,013 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: 159,711 shares; 2024Q4: 276,410 shares; 2025Q1: 297,561 shares; 2025Q2: 305,786 shares; 2025Q3: 327,308 shares; 2025Q4: 436,035 shares; 2026Q1: 483,346 shares; 2026Q2: 517,935 shares 517,935 $12M 0.22% +34,589 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: 44,215 shares; 2024Q4: 38,831 shares; 2025Q1: 37,536 shares; 2025Q2: 36,916 shares; 2025Q3: 36,451 shares; 2025Q4: 33,440 shares; 2026Q1: 32,794 shares; 2026Q2: 32,762 shares 32,762 $11.9M 0.21% -32 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: 180,246 shares; 2024Q4: 151,478 shares; 2025Q1: 152,188 shares; 2025Q2: 153,267 shares; 2025Q3: 154,972 shares; 2025Q4: 147,984 shares; 2026Q1: 147,509 shares; 2026Q2: 144,539 shares 144,539 $11.7M 0.21% -2,970 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: 41,231 shares; 2024Q4: 171,312 shares; 2025Q1: 236,002 shares; 2025Q2: 271,492 shares; 2025Q3: 293,172 shares; 2025Q4: 436,437 shares; 2026Q1: 501,553 shares; 2026Q2: 538,604 shares 538,604 $11.7M 0.21% +37,051 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: 207,271 shares; 2024Q4: 163,984 shares; 2025Q1: 155,200 shares; 2025Q2: 139,165 shares; 2025Q3: 137,009 shares; 2025Q4: 133,351 shares; 2026Q1: 135,791 shares; 2026Q2: 132,151 shares 132,151 $11.6M 0.21% -3,640 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: 84,502 shares; 2024Q4: 78,435 shares; 2025Q1: 79,150 shares; 2025Q2: 80,670 shares; 2025Q3: 80,523 shares; 2025Q4: 80,759 shares; 2026Q1: 81,047 shares; 2026Q2: 79,801 shares 79,801 $11.4M 0.21% -1,246 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: 74,499 shares; 2024Q4: 78,459 shares; 2025Q1: 76,730 shares; 2025Q2: 75,058 shares; 2025Q3: 75,618 shares; 2025Q4: 74,939 shares; 2026Q1: 76,656 shares; 2026Q2: 76,731 shares 76,731 $11.4M 0.21% +75 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: 23,047 shares; 2024Q4: 22,983 shares; 2025Q1: 24,231 shares; 2025Q2: 28,152 shares; 2025Q3: 29,123 shares; 2025Q4: 28,482 shares; 2026Q1: 29,106 shares; 2026Q2: 29,322 shares 29,322 $11M 0.2% +216 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: 14,586 shares; 2024Q4: 14,565 shares; 2025Q1: 14,276 shares; 2025Q2: 14,059 shares; 2025Q3: 14,496 shares; 2025Q4: 14,303 shares; 2026Q1: 14,112 shares; 2026Q2: 14,834 shares 14,834 $10.7M 0.19% +722 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,325 shares; 2024Q4: 102,043 shares; 2025Q1: 120,113 shares; 2025Q2: 144,274 shares; 2025Q3: 165,844 shares; 2025Q4: 183,577 shares; 2026Q1: 280,537 shares; 2026Q2: 304,550 shares 304,550 $10.5M 0.19% +24,013 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: 45,485 shares 45,485 $10.4M 0.19% new 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: 64,712 shares; 2024Q4: 65,494 shares; 2025Q1: 63,172 shares; 2025Q2: 66,807 shares; 2025Q3: 68,602 shares; 2025Q4: 65,587 shares; 2026Q1: 61,356 shares; 2026Q2: 62,283 shares 62,283 $10.2M 0.19% +927 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: 25,769 shares; 2024Q4: 25,589 shares; 2025Q1: 23,974 shares; 2025Q2: 22,151 shares; 2025Q3: 21,071 shares; 2025Q4: 20,824 shares; 2026Q1: 20,519 shares; 2026Q2: 20,263 shares 20,263 $10.2M 0.18% -256 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,571 shares; 2025Q1: 17,896 shares; 2025Q2: 26,016 shares; 2025Q3: 47,698 shares; 2025Q4: 67,023 shares; 2026Q1: 98,406 shares; 2026Q2: 104,991 shares 104,991 $10.1M 0.18% +6,585 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: 45,485 shares 45,485 $10.1M 0.18% new 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: 150,934 shares; 2024Q4: 149,938 shares; 2025Q1: 146,116 shares; 2025Q2: 131,045 shares; 2025Q3: 127,980 shares; 2025Q4: 114,956 shares; 2026Q1: 113,204 shares; 2026Q2: 110,282 shares 110,282 $10M 0.18% -2,922 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: 143,392 shares; 2024Q4: 167,092 shares; 2025Q1: 161,288 shares; 2025Q2: 164,184 shares; 2025Q3: 181,485 shares; 2025Q4: 182,946 shares; 2026Q1: 167,683 shares; 2026Q2: 169,687 shares 169,687 $9.58M 0.17% +2,004 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: 8,464 shares; 2024Q4: 9,872 shares; 2025Q1: 8,209 shares; 2025Q2: 8,158 shares; 2025Q3: 7,717 shares; 2025Q4: 7,394 shares; 2026Q1: 7,584 shares; 2026Q2: 8,056 shares 8,056 $9.46M 0.17% +472 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,513 shares; 2024Q4: 277,785 shares; 2025Q1: 269,521 shares; 2025Q2: 267,066 shares; 2025Q3: 252,009 shares; 2025Q4: 236,839 shares; 2026Q1: 202,348 shares; 2026Q2: 169,902 shares 169,902 $9.28M 0.17% -32,446 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: 163,051 shares; 2024Q4: 98,183 shares; 2025Q1: 82,923 shares; 2025Q2: 76,405 shares; 2025Q3: 69,469 shares; 2025Q4: 67,650 shares; 2026Q1: 67,818 shares; 2026Q2: 65,557 shares 65,557 $9.15M 0.17% -2,261 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: 67,639 shares; 2024Q4: 59,814 shares; 2025Q1: 58,500 shares; 2025Q2: 66,820 shares; 2025Q3: 79,531 shares; 2025Q4: 86,246 shares; 2026Q1: 97,343 shares; 2026Q2: 93,813 shares 93,813 $9.06M 0.16% -3,530 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: 95,563 shares; 2024Q4: 97,768 shares; 2025Q1: 105,153 shares; 2025Q2: 114,020 shares; 2025Q3: 109,214 shares; 2025Q4: 102,731 shares; 2026Q1: 100,861 shares; 2026Q2: 108,804 shares 108,804 $8.99M 0.16% +7,943 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,692 shares; 2024Q4: 104,221 shares; 2025Q1: 102,946 shares; 2025Q2: 101,210 shares; 2025Q3: 100,415 shares; 2025Q4: 100,163 shares; 2026Q1: 100,115 shares; 2026Q2: 100,048 shares 100,048 $8.67M 0.16% -67 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: 19,623 shares; 2024Q4: 19,615 shares; 2025Q1: 18,749 shares; 2025Q2: 18,640 shares; 2025Q3: 18,738 shares; 2025Q4: 18,522 shares; 2026Q1: 17,725 shares; 2026Q2: 69,209 shares 69,209 $8.59M 0.16% +51,484 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: 29,748 shares; 2024Q4: 29,892 shares; 2025Q1: 26,908 shares; 2025Q2: 26,000 shares; 2025Q3: 25,686 shares; 2025Q4: 25,341 shares; 2026Q1: 25,434 shares; 2026Q2: 24,836 shares 24,836 $8.4M 0.15% -598 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,963 shares; 2024Q4: 182,427 shares; 2025Q1: 195,228 shares; 2025Q2: 223,552 shares; 2025Q3: 255,496 shares; 2025Q4: 284,412 shares; 2026Q1: 298,787 shares; 2026Q2: 410,831 shares 410,831 $8.37M 0.15% +112,044 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: 22,832 shares; 2025Q1: 22,497 shares; 2025Q2: 21,897 shares; 2025Q3: 21,907 shares; 2025Q4: 21,890 shares; 2026Q1: 20,690 shares; 2026Q2: 18,670 shares 18,670 $8.09M 0.15% -2,020 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: 27,011 shares; 2024Q4: 25,194 shares; 2025Q1: 24,415 shares; 2025Q2: 23,849 shares; 2025Q3: 23,817 shares; 2025Q4: 23,110 shares; 2026Q1: 22,475 shares; 2026Q2: 22,328 shares 22,328 $7.91M 0.14% -147 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: 23,421 shares; 2024Q4: 15,531 shares; 2025Q1: 14,471 shares; 2025Q2: 13,802 shares; 2025Q3: 13,213 shares; 2025Q4: 12,608 shares; 2026Q1: 12,394 shares; 2026Q2: 12,405 shares 12,405 $7.87M 0.14% +11 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,836 shares; 2024Q4: 49,968 shares; 2025Q1: 48,640 shares; 2025Q2: 47,783 shares; 2025Q3: 47,332 shares; 2025Q4: 47,880 shares; 2026Q1: 47,514 shares; 2026Q2: 46,728 shares 46,728 $7.84M 0.14% -786 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: 4,194 shares; 2024Q4: 3,861 shares; 2025Q1: 3,916 shares; 2025Q2: 4,124 shares; 2025Q3: 3,793 shares; 2025Q4: 3,823 shares; 2026Q1: 3,830 shares; 2026Q2: 3,918 shares 3,918 $7.79M 0.14% +88 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: 80,561 shares; 2024Q4: 83,336 shares; 2025Q1: 82,909 shares; 2025Q2: 81,871 shares; 2025Q3: 81,238 shares; 2025Q4: 79,701 shares; 2026Q1: 80,755 shares; 2026Q2: 79,471 shares 79,471 $7.61M 0.14% -1,284 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: 33,788 shares; 2024Q4: 33,366 shares; 2025Q1: 37,607 shares; 2025Q2: 38,399 shares; 2025Q3: 37,003 shares; 2025Q4: 35,611 shares; 2026Q1: 35,807 shares; 2026Q2: 34,900 shares 34,900 $7.55M 0.14% -907 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,377 shares; 2024Q4: 92,497 shares; 2025Q1: 100,210 shares; 2025Q2: 104,317 shares; 2025Q3: 119,839 shares; 2025Q4: 130,624 shares; 2026Q1: 141,925 shares; 2026Q2: 144,952 shares 144,952 $7.54M 0.14% +3,027 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: 24,001 shares; 2024Q4: 24,042 shares; 2025Q1: 23,775 shares; 2025Q2: 21,748 shares; 2025Q3: 21,156 shares; 2025Q4: 38,907 shares; 2026Q1: 38,596 shares; 2026Q2: 39,246 shares 39,246 $7.48M 0.14% +650 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: 30,961 shares; 2024Q4: 30,267 shares; 2025Q1: 32,418 shares; 2025Q2: 32,426 shares; 2025Q3: 24,605 shares; 2025Q4: 23,905 shares; 2026Q1: 21,856 shares; 2026Q2: 21,610 shares 21,610 $7.43M 0.13% -246 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: 133,008 shares; 2024Q4: 112,967 shares; 2025Q1: 111,862 shares; 2025Q2: 110,168 shares; 2025Q3: 109,931 shares; 2025Q4: 107,932 shares; 2026Q1: 107,117 shares; 2026Q2: 103,245 shares 103,245 $7.43M 0.13% -3,872 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,228 shares; 2024Q4: 89,292 shares; 2025Q1: 91,206 shares; 2025Q2: 108,274 shares; 2025Q3: 134,133 shares; 2025Q4: 133,743 shares; 2026Q1: 140,579 shares; 2026Q2: 145,149 shares 145,149 $7.4M 0.13% +4,570 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: 463,760 shares; 2024Q4: 395,450 shares; 2025Q1: 431,494 shares; 2025Q2: 454,538 shares; 2025Q3: 399,853 shares; 2025Q4: 314,488 shares; 2026Q1: 308,862 shares; 2026Q2: 300,724 shares 300,724 $7.24M 0.13% -8,138 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,618 shares; 2024Q4: 14,610 shares; 2025Q1: 14,565 shares; 2025Q2: 14,574 shares; 2025Q3: 14,494 shares; 2025Q4: 14,495 shares; 2026Q1: 14,341 shares; 2026Q2: 14,319 shares 14,319 $7.03M 0.13% -22 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: 45,352 shares; 2024Q4: 46,782 shares; 2025Q1: 45,325 shares; 2025Q2: 45,741 shares; 2025Q3: 45,673 shares; 2025Q4: 43,944 shares; 2026Q1: 45,226 shares; 2026Q2: 45,824 shares 45,824 $6.94M 0.13% +598 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: 9,388 shares; 2024Q4: 9,347 shares; 2025Q1: 9,717 shares; 2025Q2: 9,802 shares; 2025Q3: 9,772 shares; 2025Q4: 9,710 shares; 2026Q1: 9,707 shares; 2026Q2: 9,790 shares 9,790 $6.89M 0.12% +83 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: 34,655 shares; 2024Q4: 32,516 shares; 2025Q1: 32,178 shares; 2025Q2: 31,859 shares; 2025Q3: 31,733 shares; 2025Q4: 31,275 shares; 2026Q1: 31,356 shares; 2026Q2: 30,629 shares 30,629 $6.86M 0.12% -727 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: 15,708 shares; 2024Q4: 15,636 shares; 2025Q1: 15,578 shares; 2025Q2: 15,557 shares; 2025Q3: 15,316 shares; 2025Q4: 15,118 shares; 2026Q1: 15,058 shares; 2026Q2: 15,890 shares 15,890 $6.77M 0.12% +832 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,975 shares; 2024Q4: 44,567 shares; 2025Q1: 43,511 shares; 2025Q2: 44,546 shares; 2025Q3: 43,583 shares; 2025Q4: 41,546 shares; 2026Q1: 40,240 shares; 2026Q2: 38,166 shares 38,166 $6.71M 0.12% -2,074 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: 186,344 shares; 2024Q4: 237,446 shares; 2025Q1: 277,006 shares; 2025Q2: 292,634 shares; 2025Q3: 297,888 shares; 2025Q4: 273,809 shares; 2026Q1: 284,536 shares; 2026Q2: 302,583 shares 302,583 $6.7M 0.12% +18,047 Timeline FBCG 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: 117,419 shares; 2024Q4: 113,537 shares; 2025Q1: 113,475 shares; 2025Q2: 112,869 shares; 2025Q3: 112,869 shares; 2025Q4: 112,669 shares; 2026Q1: 112,371 shares; 2026Q2: 106,433 shares 106,433 $6.61M 0.12% -5,938 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: 37,518 shares; 2024Q4: 34,548 shares; 2025Q1: 30,305 shares; 2025Q2: 27,855 shares; 2025Q3: 26,447 shares; 2025Q4: 25,884 shares; 2026Q1: 25,665 shares; 2026Q2: 25,214 shares 25,214 $6.45M 0.12% -451 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: 87,883 shares; 2024Q4: 90,212 shares; 2025Q1: 83,204 shares; 2025Q2: 82,876 shares; 2025Q3: 83,741 shares; 2025Q4: 86,345 shares; 2026Q1: 85,298 shares; 2026Q2: 82,531 shares 82,531 $6.36M 0.12% -2,767 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: 17,895 shares; 2024Q4: 14,633 shares; 2025Q1: 14,339 shares; 2025Q2: 14,003 shares; 2025Q3: 13,103 shares; 2025Q4: 12,752 shares; 2026Q1: 12,553 shares; 2026Q2: 12,471 shares 12,471 $6.35M 0.11% -82 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: 172,179 shares; 2024Q4: 170,179 shares; 2025Q1: 158,054 shares; 2025Q2: 160,092 shares; 2025Q3: 163,880 shares; 2025Q4: 153,308 shares; 2026Q1: 149,988 shares; 2026Q2: 148,532 shares 148,532 $6.29M 0.11% -1,456 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: 11,787 shares; 2024Q4: 29,878 shares; 2025Q1: 29,516 shares; 2025Q2: 31,966 shares; 2025Q3: 45,558 shares; 2025Q4: 67,955 shares; 2026Q1: 71,486 shares; 2026Q2: 75,871 shares 75,871 $6.29M 0.11% +4,385 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080,564 shares; 2024Q4: 629,190 shares; 2025Q1: 619,229 shares; 2025Q2: 593,635 shares; 2025Q3: 598,261 shares; 2025Q4: 518,481 shares; 2026Q1: 387,683 shares; 2026Q2: 330,978 shares 330,978 $6.25M 0.11% -56,705 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: 14,257 shares; 2024Q4: 13,992 shares; 2025Q1: 13,891 shares; 2025Q2: 13,749 shares; 2025Q3: 17,309 shares; 2025Q4: 17,152 shares; 2026Q1: 17,104 shares; 2026Q2: 16,880 shares 16,880 $6.17M 0.11% -224 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,892 shares; 2024Q4: 45,738 shares; 2025Q1: 42,751 shares; 2025Q2: 48,120 shares; 2025Q3: 66,343 shares; 2025Q4: 65,551 shares; 2026Q1: 60,515 shares; 2026Q2: 59,911 shares 59,911 $6.16M 0.11% -604 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: 7,055 shares; 2024Q4: 7,022 shares; 2025Q1: 6,984 shares; 2025Q2: 6,951 shares; 2025Q3: 6,926 shares; 2025Q4: 6,516 shares; 2026Q1: 6,507 shares; 2026Q2: 51,532 shares 51,532 $6.16M 0.11% +45,025 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: 24,021 shares; 2024Q4: 25,037 shares; 2025Q1: 24,388 shares; 2025Q2: 24,627 shares; 2025Q3: 24,457 shares; 2025Q4: 23,536 shares; 2026Q1: 22,280 shares; 2026Q2: 21,770 shares 21,770 $6.12M 0.11% -510 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: 24,990 shares; 2024Q4: 32,238 shares; 2025Q1: 42,800 shares; 2025Q2: 47,600 shares; 2025Q3: 63,928 shares; 2025Q4: 70,259 shares; 2026Q1: 97,232 shares; 2026Q2: 103,549 shares 103,549 $6.03M 0.11% +6,317 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: 9,079 shares; 2024Q4: 8,850 shares; 2025Q1: 8,896 shares; 2025Q2: 8,879 shares; 2025Q3: 8,728 shares; 2025Q4: 8,554 shares; 2026Q1: 8,617 shares; 2026Q2: 7,938 shares 7,938 $6M 0.11% -679 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,071 shares; 2024Q4: 17,576 shares; 2025Q1: 17,248 shares; 2025Q2: 17,006 shares; 2025Q3: 20,940 shares; 2025Q4: 20,356 shares; 2026Q1: 19,827 shares; 2026Q2: 19,454 shares 19,454 $5.96M 0.11% -373 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: 168,836 shares; 2024Q4: 220,809 shares; 2025Q1: 261,748 shares; 2025Q2: 286,001 shares; 2025Q3: 291,273 shares; 2025Q4: 256,067 shares; 2026Q1: 262,196 shares; 2026Q2: 274,945 shares 274,945 $5.95M 0.11% +12,749 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: 145,689 shares; 2024Q4: 137,365 shares; 2025Q1: 137,715 shares; 2025Q2: 121,933 shares; 2025Q3: 112,648 shares; 2025Q4: 106,240 shares; 2026Q1: 105,155 shares; 2026Q2: 102,940 shares 102,940 $5.93M 0.11% -2,215 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: 39,592 shares; 2024Q4: 43,851 shares; 2025Q1: 45,782 shares; 2025Q2: 48,312 shares; 2025Q3: 47,317 shares; 2025Q4: 44,084 shares; 2026Q1: 42,710 shares; 2026Q2: 40,154 shares 40,154 $5.88M 0.11% -2,556 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: 38,455 shares; 2024Q4: 35,525 shares; 2025Q1: 35,563 shares; 2025Q2: 34,641 shares; 2025Q3: 36,971 shares; 2025Q4: 36,072 shares; 2026Q1: 36,225 shares; 2026Q2: 36,089 shares 36,089 $5.84M 0.11% -136 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: 303,356 shares; 2024Q4: 282,526 shares; 2025Q1: 275,395 shares; 2025Q2: 297,191 shares; 2025Q3: 326,533 shares; 2025Q4: 292,852 shares; 2026Q1: 267,533 shares; 2026Q2: 254,755 shares 254,755 $5.83M 0.11% -12,778 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: 8,522 shares; 2024Q4: 8,692 shares; 2025Q1: 8,617 shares; 2025Q2: 8,409 shares; 2025Q3: 8,312 shares; 2025Q4: 8,151 shares; 2026Q1: 8,075 shares; 2026Q2: 8,148 shares 8,148 $5.81M 0.11% +73 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: 29,483 shares; 2024Q4: 31,206 shares; 2025Q1: 31,674 shares; 2025Q2: 31,061 shares; 2025Q3: 30,577 shares; 2025Q4: 27,656 shares; 2026Q1: 27,308 shares; 2026Q2: 27,615 shares 27,615 $5.77M 0.1% +307 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,511 shares; 2024Q4: 75,323 shares; 2025Q1: 72,709 shares; 2025Q2: 68,783 shares; 2025Q3: 63,480 shares; 2025Q4: 58,980 shares; 2026Q1: 56,071 shares; 2026Q2: 55,336 shares 55,336 $5.75M 0.1% -735 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: 23,732 shares; 2024Q4: 22,717 shares; 2025Q1: 21,800 shares; 2025Q2: 21,439 shares; 2025Q3: 21,159 shares; 2025Q4: 20,904 shares; 2026Q1: 21,070 shares; 2026Q2: 21,987 shares 21,987 $5.73M 0.1% +917 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,167 shares; 2024Q4: 69,323 shares; 2025Q1: 86,912 shares; 2025Q2: 104,939 shares; 2025Q3: 115,984 shares; 2025Q4: 125,285 shares; 2026Q1: 124,544 shares; 2026Q2: 174,550 shares 174,550 $5.72M 0.1% +50,006 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 49,586 shares; 2025Q1: 61,298 shares; 2025Q2: 68,955 shares; 2025Q3: 88,059 shares; 2025Q4: 89,505 shares; 2026Q1: 100,578 shares; 2026Q2: 115,872 shares 115,872 $5.62M 0.1% +15,294 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: 49,034 shares; 2024Q4: 49,971 shares; 2025Q1: 48,709 shares; 2025Q2: 48,050 shares; 2025Q3: 47,410 shares; 2025Q4: 45,541 shares; 2026Q1: 46,284 shares; 2026Q2: 44,199 shares 44,199 $5.59M 0.1% -2,085 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: 25,797 shares; 2024Q4: 25,703 shares; 2025Q1: 26,444 shares; 2025Q2: 26,351 shares; 2025Q3: 25,977 shares; 2025Q4: 24,834 shares; 2026Q1: 25,501 shares; 2026Q2: 25,038 shares 25,038 $5.58M 0.1% -463 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: 30,526 shares; 2024Q4: 26,986 shares; 2025Q1: 25,041 shares; 2025Q2: 23,771 shares; 2025Q3: 37,174 shares; 2025Q4: 39,795 shares; 2026Q1: 48,326 shares; 2026Q2: 57,870 shares 57,870 $5.58M 0.1% +9,544 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: 131,446 shares; 2024Q4: 169,707 shares; 2025Q1: 162,001 shares; 2025Q2: 172,675 shares; 2025Q3: 165,348 shares; 2025Q4: 199,547 shares; 2026Q1: 206,146 shares; 2026Q2: 215,592 shares 215,592 $5.53M 0.1% +9,446 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: 108,019 shares; 2024Q4: 108,286 shares; 2025Q1: 116,058 shares; 2025Q2: 105,294 shares; 2025Q3: 102,557 shares; 2025Q4: 101,839 shares; 2026Q1: 100,508 shares; 2026Q2: 99,674 shares 99,674 $5.34M 0.1% -834 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,781 shares; 2024Q4: 46,018 shares; 2025Q1: 47,471 shares; 2025Q2: 46,506 shares; 2025Q3: 46,442 shares; 2025Q4: 44,172 shares; 2026Q1: 43,407 shares; 2026Q2: 42,759 shares 42,759 $5.32M 0.1% -648 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: 37,503 shares; 2024Q4: 37,211 shares; 2025Q1: 36,522 shares; 2025Q2: 36,261 shares; 2025Q3: 35,471 shares; 2025Q4: 34,759 shares; 2026Q1: 30,632 shares; 2026Q2: 28,614 shares 28,614 $5.29M 0.1% -2,018 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,769 shares; 2024Q4: 25,361 shares; 2025Q1: 31,042 shares; 2025Q2: 36,831 shares; 2025Q3: 39,561 shares; 2025Q4: 42,515 shares; 2026Q1: 46,263 shares; 2026Q2: 54,306 shares 54,306 $5.24M 0.09% +8,043 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,337 shares; 2024Q4: 150,528 shares; 2025Q1: 234,274 shares; 2025Q2: 255,197 shares; 2025Q3: 264,105 shares; 2025Q4: 279,153 shares; 2026Q1: 255,658 shares; 2026Q2: 265,398 shares 265,398 $5.19M 0.09% +9,740 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: 14,742 shares; 2024Q4: 14,823 shares; 2025Q1: 16,452 shares; 2025Q2: 17,306 shares; 2025Q3: 17,305 shares; 2025Q4: 16,812 shares; 2026Q1: 16,960 shares; 2026Q2: 16,312 shares 16,312 $5.14M 0.09% -648 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: 50,367 shares; 2024Q4: 49,284 shares; 2025Q1: 47,830 shares; 2025Q2: 46,715 shares; 2025Q3: 46,651 shares; 2025Q4: 45,573 shares; 2026Q1: 48,256 shares; 2026Q2: 44,994 shares 44,994 $4.94M 0.09% -3,262 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: 5,099 shares; 2024Q4: 7,326 shares; 2025Q1: 6,516 shares; 2025Q2: 6,771 shares; 2025Q3: 6,657 shares; 2025Q4: 6,692 shares; 2026Q1: 6,573 shares; 2026Q2: 6,470 shares 6,470 $4.94M 0.09% -103 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: 60,703 shares; 2024Q4: 51,679 shares; 2025Q1: 52,248 shares; 2025Q2: 49,624 shares; 2025Q3: 48,352 shares; 2025Q4: 46,351 shares; 2026Q1: 46,530 shares; 2026Q2: 48,225 shares 48,225 $4.93M 0.09% +1,695 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: 2,878 shares; 2024Q4: 2,931 shares; 2025Q1: 2,832 shares; 2025Q2: 2,823 shares; 2025Q3: 2,901 shares; 2025Q4: 3,098 shares; 2026Q1: 3,562 shares; 2026Q2: 4,235 shares 4,235 $4.89M 0.09% +673 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: 10,351 shares; 2024Q4: 20,977 shares; 2025Q1: 19,459 shares; 2025Q2: 20,494 shares; 2025Q3: 19,783 shares; 2025Q4: 18,005 shares; 2026Q1: 17,318 shares; 2026Q2: 14,264 shares 14,264 $4.86M 0.09% -3,054 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: 62,835 shares; 2024Q4: 57,536 shares; 2025Q1: 56,080 shares; 2025Q2: 63,860 shares; 2025Q3: 65,318 shares; 2025Q4: 62,274 shares; 2026Q1: 63,703 shares; 2026Q2: 80,449 shares 80,449 $4.86M 0.09% +16,746 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: 2,763 shares; 2024Q4: 8,110 shares; 2025Q1: 14,074 shares; 2025Q2: 20,142 shares; 2025Q3: 24,218 shares; 2025Q4: 121,016 shares; 2026Q1: 190,340 shares; 2026Q2: 231,504 shares 231,504 $4.82M 0.09% +41,164 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: 25,810 shares; 2024Q4: 26,100 shares; 2025Q1: 25,223 shares; 2025Q2: 25,131 shares; 2025Q3: 25,411 shares; 2025Q4: 25,146 shares; 2026Q1: 22,201 shares; 2026Q2: 21,788 shares 21,788 $4.8M 0.09% -413 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,757 shares; 2024Q4: 143,549 shares; 2025Q1: 157,733 shares; 2025Q2: 164,623 shares; 2025Q3: 189,203 shares; 2025Q4: 222,554 shares; 2026Q1: 213,606 shares; 2026Q2: 224,144 shares 224,144 $4.8M 0.09% +10,538 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,686 shares; 2024Q4: 15,147 shares; 2025Q1: 14,789 shares; 2025Q2: 14,731 shares; 2025Q3: 19,676 shares; 2025Q4: 17,978 shares; 2026Q1: 17,928 shares; 2026Q2: 19,363 shares 19,363 $4.71M 0.09% +1,435 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,307 shares; 2025Q3: 137,907 shares; 2025Q4: 138,213 shares; 2026Q1: 138,007 shares; 2026Q2: 138,304 shares 138,304 $4.68M 0.08% +297 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,597 shares; 2024Q4: 16,183 shares; 2025Q1: 16,255 shares; 2025Q2: 16,145 shares; 2025Q3: 23,415 shares; 2025Q4: 23,135 shares; 2026Q1: 23,149 shares; 2026Q2: 23,066 shares 23,066 $4.56M 0.08% -83 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,060 shares; 2024Q4: 101,199 shares; 2025Q1: 102,310 shares; 2025Q2: 102,147 shares; 2025Q3: 97,975 shares; 2025Q4: 96,076 shares; 2026Q1: 89,942 shares; 2026Q2: 89,179 shares 89,179 $4.51M 0.08% -763 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,590 shares; 2024Q4: 2,590 shares; 2025Q1: 1,922 shares; 2025Q2: 2,369 shares; 2025Q3: 58,678 shares; 2025Q4: 58,848 shares; 2026Q1: 58,678 shares; 2026Q2: 58,445 shares 58,445 $4.43M 0.08% -233 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: 2,283 shares; 2024Q4: 2,495 shares; 2025Q1: 2,828 shares; 2025Q2: 2,046 shares; 2025Q3: 3,808 shares; 2025Q4: 5,529 shares; 2026Q1: 7,721 shares; 2026Q2: 9,071 shares 9,071 $4.33M 0.08% +1,350 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: 1,960 shares; 2024Q4: 2,598 shares; 2025Q1: 2,517 shares; 2025Q2: 14,039 shares; 2025Q3: 22,762 shares; 2025Q4: 35,913 shares; 2026Q1: 45,944 shares; 2026Q2: 43,333 shares 43,333 $4.29M 0.08% -2,611 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,160 shares; 2024Q4: 24,120 shares; 2025Q1: 24,148 shares; 2025Q2: 24,042 shares; 2025Q3: 24,442 shares; 2025Q4: 24,302 shares; 2026Q1: 22,730 shares; 2026Q2: 22,583 shares 22,583 $4.25M 0.08% -147 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: 28,085 shares; 2024Q4: 28,084 shares; 2025Q1: 27,071 shares; 2025Q2: 26,831 shares; 2025Q3: 26,850 shares; 2025Q4: 25,895 shares; 2026Q1: 25,043 shares; 2026Q2: 24,923 shares 24,923 $4.21M 0.08% -120 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: 10,242 shares; 2024Q4: 10,440 shares; 2025Q1: 9,974 shares; 2025Q2: 9,715 shares; 2025Q3: 9,842 shares; 2025Q4: 9,137 shares; 2026Q1: 8,318 shares; 2026Q2: 8,098 shares 8,098 $4.2M 0.08% -220 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: 9,069 shares; 2024Q4: 8,256 shares; 2025Q1: 8,110 shares; 2025Q2: 8,009 shares; 2025Q3: 7,974 shares; 2025Q4: 7,907 shares; 2026Q1: 8,042 shares; 2026Q2: 8,001 shares 8,001 $4.07M 0.07% -41 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,420 shares; 2024Q4: 56,182 shares; 2025Q1: 57,812 shares; 2025Q2: 57,250 shares; 2025Q3: 55,294 shares; 2025Q4: 51,523 shares; 2026Q1: 45,225 shares; 2026Q2: 35,989 shares 35,989 $4.06M 0.07% -9,236 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,073 shares; 2024Q4: 42,835 shares; 2025Q1: 47,975 shares; 2025Q2: 53,732 shares; 2025Q3: 49,330 shares; 2025Q4: 90,740 shares; 2026Q1: 92,762 shares; 2026Q2: 89,468 shares 89,468 $4.06M 0.07% -3,294 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: 92,339 shares; 2024Q4: 88,608 shares; 2025Q1: 87,178 shares; 2025Q2: 87,128 shares; 2025Q3: 82,628 shares; 2025Q4: 78,759 shares; 2026Q1: 75,028 shares; 2026Q2: 74,393 shares 74,393 $4.02M 0.07% -635 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: 205,798 shares; 2024Q4: 261,915 shares; 2025Q1: 308,872 shares; 2025Q2: 324,827 shares; 2025Q3: 328,802 shares; 2025Q4: 252,747 shares; 2026Q1: 189,712 shares; 2026Q2: 179,261 shares 179,261 $4.01M 0.07% -10,451 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: 132,228 shares; 2024Q4: 155,546 shares; 2025Q1: 153,666 shares; 2025Q2: 155,497 shares; 2025Q3: 155,250 shares; 2025Q4: 170,966 shares; 2026Q1: 164,903 shares; 2026Q2: 157,338 shares 157,338 $4M 0.07% -7,565 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: 126,025 shares; 2024Q4: 147,133 shares; 2025Q1: 149,983 shares; 2025Q2: 151,130 shares; 2025Q3: 151,385 shares; 2025Q4: 167,289 shares; 2026Q1: 161,574 shares; 2026Q2: 154,066 shares 154,066 $3.94M 0.07% -7,508 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: 13,412 shares; 2024Q4: 13,131 shares; 2025Q1: 13,004 shares; 2025Q2: 12,977 shares; 2025Q3: 12,753 shares; 2025Q4: 12,542 shares; 2026Q1: 12,416 shares; 2026Q2: 12,345 shares 12,345 $3.88M 0.07% -71 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: 14,496 shares; 2024Q4: 14,978 shares; 2025Q1: 13,799 shares; 2025Q2: 12,488 shares; 2025Q3: 12,349 shares; 2025Q4: 12,870 shares; 2026Q1: 13,095 shares; 2026Q2: 12,910 shares 12,910 $3.85M 0.07% -185 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,923 shares; 2024Q4: 33,520 shares; 2025Q1: 30,650 shares; 2025Q2: 25,636 shares; 2025Q3: 27,630 shares; 2025Q4: 35,148 shares; 2026Q1: 38,484 shares; 2026Q2: 41,976 shares 41,976 $3.83M 0.07% +3,492 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: 10,823 shares; 2024Q4: 14,097 shares; 2025Q1: 14,710 shares; 2025Q2: 15,242 shares; 2025Q3: 15,232 shares; 2025Q4: 14,541 shares; 2026Q1: 15,284 shares; 2026Q2: 15,275 shares 15,275 $3.79M 0.07% -9 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,073 shares; 2024Q4: 21,281 shares; 2025Q1: 20,961 shares; 2025Q2: 21,011 shares; 2025Q3: 19,909 shares; 2025Q4: 18,932 shares; 2026Q1: 17,201 shares; 2026Q2: 16,504 shares 16,504 $3.79M 0.07% -697 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,993 shares; 2024Q4: 86,606 shares; 2025Q1: 143,229 shares; 2025Q2: 139,972 shares; 2025Q3: 148,559 shares; 2025Q4: 165,278 shares; 2026Q1: 173,481 shares; 2026Q2: 187,041 shares 187,041 $3.78M 0.07% +13,560 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: 60,328 shares; 2025Q1: 80,861 shares; 2025Q2: 93,691 shares; 2025Q3: 98,580 shares; 2025Q4: 132,748 shares; 2026Q1: 143,914 shares; 2026Q2: 142,579 shares 142,579 $3.69M 0.07% -1,335 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,186 shares; 2024Q4: 25,969 shares; 2025Q1: 28,478 shares; 2025Q2: 29,272 shares; 2025Q3: 31,708 shares; 2025Q4: 35,337 shares; 2026Q1: 43,466 shares; 2026Q2: 48,505 shares 48,505 $3.68M 0.07% +5,039 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,395 shares; 2024Q4: 110,538 shares; 2025Q1: 79,090 shares; 2025Q2: 75,223 shares; 2025Q3: 74,213 shares; 2025Q4: 74,529 shares; 2026Q1: 75,452 shares; 2026Q2: 73,720 shares 73,720 $3.67M 0.07% -1,732 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,244 shares; 2024Q4: 5,981 shares; 2025Q1: 6,822 shares; 2025Q2: 28,548 shares; 2025Q3: 30,858 shares; 2025Q4: 34,658 shares; 2026Q1: 38,915 shares; 2026Q2: 41,426 shares 41,426 $3.61M 0.07% +2,511 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,099 shares; 2024Q4: 6,099 shares; 2025Q1: 6,099 shares; 2025Q2: 9,259 shares; 2025Q3: 9,259 shares; 2025Q4: 9,259 shares; 2026Q1: 8,994 shares; 2026Q2: 43,984 shares 43,984 $3.6M 0.07% +34,990 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: 41,188 shares; 2024Q4: 40,080 shares; 2025Q1: 39,942 shares; 2025Q2: 38,606 shares; 2025Q3: 26,436 shares; 2025Q4: 25,546 shares; 2026Q1: 23,428 shares; 2026Q2: 23,427 shares 23,427 $3.57M 0.06% -1 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: 2,899 shares; 2024Q4: 2,999 shares; 2025Q1: 3,808 shares; 2025Q2: 4,229 shares; 2025Q3: 4,495 shares; 2025Q4: 44,495 shares; 2026Q1: 47,962 shares; 2026Q2: 48,971 shares 48,971 $3.5M 0.06% +1,009 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: 3,753 shares; 2025Q1: 3,730 shares; 2025Q2: 3,670 shares; 2025Q3: 3,665 shares; 2025Q4: 3,673 shares; 2026Q1: 3,679 shares; 2026Q2: 3,623 shares 3,623 $3.48M 0.06% -56 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: 13,193 shares; 2024Q4: 14,200 shares; 2025Q1: 13,482 shares; 2025Q2: 13,469 shares; 2025Q3: 13,463 shares; 2025Q4: 13,334 shares; 2026Q1: 13,491 shares; 2026Q2: 13,667 shares 13,667 $3.37M 0.06% +176 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: 92,254 shares; 2024Q4: 114,555 shares; 2025Q1: 115,816 shares; 2025Q2: 124,261 shares; 2025Q3: 129,364 shares; 2025Q4: 144,285 shares; 2026Q1: 139,794 shares; 2026Q2: 131,688 shares 131,688 $3.34M 0.06% -8,106 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: 9,987 shares; 2024Q4: 9,791 shares; 2025Q1: 8,985 shares; 2025Q2: 9,016 shares; 2025Q3: 8,393 shares; 2025Q4: 7,363 shares; 2026Q1: 6,963 shares; 2026Q2: 6,641 shares 6,641 $3.3M 0.06% -322 Timeline IBIF 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: 15,478 shares; 2025Q1: 22,665 shares; 2025Q2: 25,419 shares; 2025Q3: 23,448 shares; 2025Q4: 77,054 shares; 2026Q1: 109,111 shares; 2026Q2: 123,725 shares 123,725 $3.25M 0.06% +14,614 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,104 shares; 2024Q4: 54,518 shares; 2025Q1: 61,976 shares; 2025Q2: 66,931 shares; 2025Q3: 77,934 shares; 2025Q4: 99,218 shares; 2026Q1: 92,399 shares; 2026Q2: 96,127 shares 96,127 $3.24M 0.06% +3,728 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: 4,925 shares; 2024Q4: 5,106 shares; 2025Q1: 4,391 shares; 2025Q2: 4,491 shares; 2025Q3: 4,052 shares; 2025Q4: 3,696 shares; 2026Q1: 3,697 shares; 2026Q2: 3,281 shares 3,281 $3.21M 0.06% -416 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: 13,000 shares; 2024Q4: 11,618 shares; 2025Q1: 8,604 shares; 2025Q2: 8,569 shares; 2025Q3: 8,902 shares; 2025Q4: 8,355 shares; 2026Q1: 7,652 shares; 2026Q2: 7,532 shares 7,532 $3.17M 0.06% -120 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: 13,875 shares; 2024Q4: 13,875 shares; 2025Q1: 13,335 shares; 2025Q2: 19,826 shares; 2025Q3: 19,826 shares; 2025Q4: 19,826 shares; 2026Q1: 19,826 shares; 2026Q2: 57,151 shares 57,151 $3.14M 0.06% +37,325 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: 37,392 shares; 2024Q4: 45,209 shares; 2025Q1: 44,432 shares; 2025Q2: 35,248 shares; 2025Q3: 32,350 shares; 2025Q4: 58,156 shares; 2026Q1: 57,111 shares; 2026Q2: 57,587 shares 57,587 $3.06M 0.06% +476 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: 139,587 shares; 2024Q4: 139,155 shares; 2025Q1: 139,783 shares; 2025Q2: 141,370 shares; 2025Q3: 134,836 shares; 2025Q4: 136,594 shares; 2026Q1: 134,224 shares; 2026Q2: 123,771 shares 123,771 $3.04M 0.05% -10,453 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: 23,592 shares; 2024Q4: 25,442 shares; 2025Q1: 27,252 shares; 2025Q2: 28,190 shares; 2025Q3: 26,010 shares; 2025Q4: 24,460 shares; 2026Q1: 21,321 shares; 2026Q2: 19,269 shares 19,269 $3.02M 0.05% -2,052 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: 18,184 shares; 2024Q4: 19,908 shares; 2025Q1: 19,985 shares; 2025Q2: 21,452 shares; 2025Q3: 19,746 shares; 2025Q4: 18,009 shares; 2026Q1: 19,504 shares; 2026Q2: 20,953 shares 20,953 $2.93M 0.05% +1,449 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: 199,783 shares; 2024Q4: 182,008 shares; 2025Q1: 191,351 shares; 2025Q2: 190,778 shares; 2025Q3: 191,609 shares; 2025Q4: 179,464 shares; 2026Q1: 165,090 shares; 2026Q2: 138,868 shares 138,868 $2.87M 0.05% -26,222 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: 60,213 shares; 2024Q4: 58,001 shares; 2025Q1: 62,089 shares; 2025Q2: 60,679 shares; 2025Q3: 59,334 shares; 2025Q4: 50,049 shares; 2026Q1: 49,410 shares; 2026Q2: 49,250 shares 49,250 $2.85M 0.05% -160 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: 7,716 shares; 2024Q4: 10,354 shares; 2025Q1: 10,303 shares; 2025Q2: 10,361 shares; 2025Q3: 10,580 shares; 2025Q4: 9,905 shares; 2026Q1: 9,793 shares; 2026Q2: 11,085 shares 11,085 $2.83M 0.05% +1,292 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,391 shares; 2024Q4: 119,098 shares; 2025Q1: 119,635 shares; 2025Q2: 123,555 shares; 2025Q3: 126,760 shares; 2025Q4: 136,207 shares; 2026Q1: 134,509 shares; 2026Q2: 135,384 shares 135,384 $2.82M 0.05% +875 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,454 shares; 2024Q4: 12,872 shares; 2025Q1: 12,382 shares; 2025Q2: 62,505 shares; 2025Q3: 62,505 shares; 2025Q4: 63,797 shares; 2026Q1: 62,792 shares; 2026Q2: 62,792 shares 62,792 $2.79M 0.05% 0 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: 95,456 shares; 2024Q4: 92,430 shares; 2025Q1: 88,830 shares; 2025Q2: 87,048 shares; 2025Q3: 85,801 shares; 2025Q4: 83,688 shares; 2026Q1: 75,668 shares; 2026Q2: 51,747 shares 51,747 $2.77M 0.05% -23,921 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: 7,826 shares; 2024Q4: 7,642 shares; 2025Q1: 7,633 shares; 2025Q2: 7,465 shares; 2025Q3: 7,296 shares; 2025Q4: 7,084 shares; 2026Q1: 6,889 shares; 2026Q2: 6,769 shares 6,769 $2.76M 0.05% -120 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: 20,335 shares; 2024Q4: 16,255 shares; 2025Q1: 13,072 shares; 2025Q2: 11,776 shares; 2025Q3: 11,307 shares; 2025Q4: 10,232 shares; 2026Q1: 10,126 shares; 2026Q2: 9,946 shares 9,946 $2.74M 0.05% -180 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,887 shares; 2024Q4: 6,387 shares; 2025Q1: 6,398 shares; 2025Q2: 5,777 shares; 2025Q3: 5,707 shares; 2025Q4: 50,669 shares; 2026Q1: 106,501 shares; 2026Q2: 118,224 shares 118,224 $2.68M 0.05% +11,723 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,204 shares; 2024Q4: 8,649 shares; 2025Q1: 8,417 shares; 2025Q2: 8,128 shares; 2025Q3: 7,776 shares; 2025Q4: 7,406 shares; 2026Q1: 7,291 shares; 2026Q2: 6,941 shares 6,941 $2.68M 0.05% -350 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,343 shares; 2024Q4: 3,933 shares; 2025Q1: 3,116 shares; 2025Q2: 2,572 shares; 2025Q3: 2,827 shares; 2025Q4: 2,669 shares; 2026Q1: 2,366 shares; 2026Q2: 2,636 shares 2,636 $2.67M 0.05% +270 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: 19,891 shares; 2024Q4: 19,924 shares; 2025Q1: 19,879 shares; 2025Q2: 19,479 shares; 2025Q3: 19,514 shares; 2025Q4: 19,763 shares; 2026Q1: 19,885 shares; 2026Q2: 20,761 shares 20,761 $2.62M 0.05% +876 Timeline IBIE 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: 11,521 shares; 2025Q1: 18,707 shares; 2025Q2: 21,226 shares; 2025Q3: 18,472 shares; 2025Q4: 59,016 shares; 2026Q1: 84,085 shares; 2026Q2: 99,280 shares 99,280 $2.61M 0.05% +15,195 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: 5,515 shares; 2024Q4: 5,515 shares; 2025Q1: 5,515 shares; 2025Q2: 5,515 shares; 2025Q3: 5,515 shares; 2025Q4: 5,515 shares; 2026Q1: 4,617 shares; 2026Q2: 4,614 shares 4,614 $2.59M 0.05% -3 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,490 shares; 2024Q4: 14,290 shares; 2025Q1: 13,859 shares; 2025Q2: 13,755 shares; 2025Q3: 13,742 shares; 2025Q4: 13,742 shares; 2026Q1: 13,389 shares; 2026Q2: 13,342 shares 13,342 $2.54M 0.05% -47 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,767 shares; 2024Q4: 52,612 shares; 2025Q1: 55,018 shares; 2025Q2: 54,195 shares; 2025Q3: 48,177 shares; 2025Q4: 44,860 shares; 2026Q1: 43,714 shares; 2026Q2: 43,545 shares 43,545 $2.51M 0.05% -169 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,807 shares; 2024Q4: 11,250 shares; 2025Q1: 12,888 shares; 2025Q2: 13,795 shares; 2025Q3: 14,451 shares; 2025Q4: 12,091 shares; 2026Q1: 10,919 shares; 2026Q2: 10,417 shares 10,417 $2.49M 0.05% -502 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,163 shares; 2024Q4: 70,345 shares; 2025Q1: 86,798 shares; 2025Q2: 80,277 shares; 2025Q3: 50,273 shares; 2025Q4: 48,314 shares; 2026Q1: 50,090 shares; 2026Q2: 49,085 shares 49,085 $2.49M 0.04% -1,005 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,327 shares; 2024Q4: 126,492 shares; 2025Q1: 111,627 shares; 2025Q2: 105,875 shares; 2025Q3: 89,548 shares; 2025Q4: 71,084 shares; 2026Q1: 61,517 shares; 2026Q2: 58,889 shares 58,889 $2.48M 0.04% -2,628 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,052 shares; 2024Q4: 7,172 shares; 2025Q1: 7,251 shares; 2025Q2: 9,956 shares; 2025Q3: 18,085 shares; 2025Q4: 18,617 shares; 2026Q1: 20,699 shares; 2026Q2: 21,299 shares 21,299 $2.42M 0.04% +600 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: 14,696 shares; 2024Q4: 29,257 shares; 2025Q1: 21,544 shares; 2025Q2: 27,161 shares; 2025Q3: 32,814 shares; 2025Q4: 28,834 shares; 2026Q1: 28,880 shares; 2026Q2: 28,828 shares 28,828 $2.41M 0.04% -52 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: 23,148 shares; 2024Q4: 15,510 shares; 2025Q1: 15,435 shares; 2025Q2: 15,383 shares; 2025Q3: 15,209 shares; 2025Q4: 15,209 shares; 2026Q1: 15,129 shares; 2026Q2: 15,030 shares 15,030 $2.4M 0.04% -99 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: 986 shares; 2024Q4: 3,185 shares; 2025Q1: 3,191 shares; 2025Q2: 2,922 shares; 2025Q3: 4,515 shares; 2025Q4: 39,347 shares; 2026Q1: 81,586 shares; 2026Q2: 95,131 shares 95,131 $2.4M 0.04% +13,545 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,081 shares; 2025Q1: 65,263 shares; 2025Q2: 49,627 shares; 2025Q3: 46,507 shares; 2025Q4: 43,688 shares; 2026Q1: 42,280 shares; 2026Q2: 40,965 shares 40,965 $2.39M 0.04% -1,315 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: 46,097 shares; 2024Q4: 45,414 shares; 2025Q1: 44,751 shares; 2025Q2: 44,999 shares; 2025Q3: 43,853 shares; 2025Q4: 43,650 shares; 2026Q1: 43,669 shares; 2026Q2: 43,977 shares 43,977 $2.38M 0.04% +308 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,356 shares; 2024Q4: 31,992 shares; 2025Q1: 31,278 shares; 2025Q2: 32,822 shares; 2025Q3: 32,923 shares; 2025Q4: 31,364 shares; 2026Q1: 29,942 shares; 2026Q2: 31,064 shares 31,064 $2.38M 0.04% +1,122 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: 29,204 shares; 2024Q4: 28,835 shares; 2025Q1: 28,894 shares; 2025Q2: 27,641 shares; 2025Q3: 27,463 shares; 2025Q4: 26,409 shares; 2026Q1: 26,269 shares; 2026Q2: 25,866 shares 25,866 $2.37M 0.04% -403 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: 20,257 shares; 2024Q4: 22,117 shares; 2025Q1: 21,413 shares; 2025Q2: 21,805 shares; 2025Q3: 21,295 shares; 2025Q4: 42,856 shares; 2026Q1: 42,624 shares; 2026Q2: 46,309 shares 46,309 $2.35M 0.04% +3,685 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,515 shares; 2024Q4: 5,515 shares; 2025Q1: 5,484 shares; 2025Q2: 5,484 shares; 2025Q3: 5,484 shares; 2025Q4: 5,484 shares; 2026Q1: 5,484 shares; 2026Q2: 5,484 shares 5,484 $2.34M 0.04% 0 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: 10,796 shares; 2024Q4: 10,665 shares; 2025Q1: 10,483 shares; 2025Q2: 10,317 shares; 2025Q3: 10,209 shares; 2025Q4: 10,095 shares; 2026Q1: 9,768 shares; 2026Q2: 9,704 shares 9,704 $2.31M 0.04% -64 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,169 shares; 2024Q4: 3,169 shares; 2025Q1: 6,006 shares; 2025Q2: 7,363 shares; 2025Q3: 7,435 shares; 2025Q4: 6,894 shares; 2026Q1: 7,744 shares; 2026Q2: 8,582 shares 8,582 $2.31M 0.04% +838 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: 4,602 shares; 2024Q4: 5,223 shares; 2025Q1: 5,897 shares; 2025Q2: 6,269 shares; 2025Q3: 6,416 shares; 2025Q4: 7,279 shares; 2026Q1: 8,693 shares; 2026Q2: 7,912 shares 7,912 $2.3M 0.04% -781 Timeline UFIV RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,035 shares; 2025Q2: 49,260 shares; 2025Q3: 48,285 shares; 2025Q4: 45,680 shares; 2026Q1: 44,630 shares; 2026Q2: 46,847 shares 46,847 $2.26M 0.04% +2,217 Timeline GSBC GREAT SOUTHN BANCORP INC More: the full row for GREAT SOUTHN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,371 shares; 2024Q4: 39,287 shares; 2025Q1: 39,202 shares; 2025Q2: 39,148 shares; 2025Q3: 28,598 shares; 2025Q4: 28,552 shares; 2026Q1: 28,453 shares; 2026Q2: 28,453 shares 28,453 $2.23M 0.04% 0 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: 40,148 shares; 2024Q4: 41,962 shares; 2025Q1: 38,524 shares; 2025Q2: 40,050 shares; 2025Q3: 37,838 shares; 2025Q4: 31,939 shares; 2026Q1: 29,263 shares; 2026Q2: 26,831 shares 26,831 $2.22M 0.04% -2,432 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: 23,229 shares; 2024Q4: 21,754 shares; 2025Q1: 19,884 shares; 2025Q2: 19,869 shares; 2025Q3: 18,993 shares; 2025Q4: 19,088 shares; 2026Q1: 20,927 shares; 2026Q2: 18,899 shares 18,899 $2.22M 0.04% -2,028 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: 9,195 shares; 2024Q4: 10,659 shares; 2025Q1: 10,350 shares; 2025Q2: 10,876 shares; 2025Q3: 10,741 shares; 2025Q4: 9,094 shares; 2026Q1: 7,957 shares; 2026Q2: 7,525 shares 7,525 $2.21M 0.04% -432 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: 14,507 shares; 2024Q4: 14,446 shares; 2025Q1: 14,280 shares; 2025Q2: 14,140 shares; 2025Q3: 14,079 shares; 2025Q4: 16,221 shares; 2026Q1: 15,812 shares; 2026Q2: 15,964 shares 15,964 $2.18M 0.04% +152 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,644 shares; 2024Q4: 26,984 shares; 2025Q1: 26,848 shares; 2025Q2: 27,137 shares; 2025Q3: 27,894 shares; 2025Q4: 26,060 shares; 2026Q1: 25,674 shares; 2026Q2: 19,272 shares 19,272 $2.18M 0.04% -6,402 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,824 shares; 2024Q4: 103,652 shares; 2025Q1: 104,028 shares; 2025Q2: 94,758 shares; 2025Q3: 93,324 shares; 2025Q4: 85,317 shares; 2026Q1: 85,022 shares; 2026Q2: 68,345 shares 68,345 $2.16M 0.04% -16,677 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: 34,532 shares; 2024Q4: 29,469 shares; 2025Q1: 27,308 shares; 2025Q2: 24,060 shares; 2025Q3: 23,276 shares; 2025Q4: 23,002 shares; 2026Q1: 23,006 shares; 2026Q2: 25,441 shares 25,441 $2.15M 0.04% +2,435 Timeline IBIG 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: 252 shares; 2025Q2: 1,257 shares; 2025Q3: 4,152 shares; 2025Q4: 45,594 shares; 2026Q1: 69,638 shares; 2026Q2: 81,847 shares 81,847 $2.15M 0.04% +12,209 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: 5,090 shares; 2024Q4: 5,078 shares; 2025Q1: 5,074 shares; 2025Q2: 5,073 shares; 2025Q3: 5,079 shares; 2025Q4: 5,081 shares; 2026Q1: 5,067 shares; 2026Q2: 5,094 shares 5,094 $2.12M 0.04% +27 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,562 shares; 2024Q4: 89,757 shares; 2025Q1: 88,223 shares; 2025Q2: 88,223 shares; 2025Q3: 86,806 shares; 2025Q4: 85,526 shares; 2026Q1: 85,526 shares; 2026Q2: 82,510 shares 82,510 $2.1M 0.04% -3,016 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: 13,018 shares; 2024Q4: 12,798 shares; 2025Q1: 12,690 shares; 2025Q2: 12,764 shares; 2025Q3: 12,489 shares; 2025Q4: 12,242 shares; 2026Q1: 12,282 shares; 2026Q2: 11,966 shares 11,966 $2.1M 0.04% -316 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: 112,840 shares; 2024Q4: 108,230 shares; 2025Q1: 104,903 shares; 2025Q2: 100,914 shares; 2025Q3: 97,911 shares; 2025Q4: 75,239 shares; 2026Q1: 72,288 shares; 2026Q2: 67,520 shares 67,520 $2.08M 0.04% -4,768 Timeline IBIH 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: 250 shares; 2025Q2: 1,160 shares; 2025Q3: 4,040 shares; 2025Q4: 41,567 shares; 2026Q1: 66,566 shares; 2026Q2: 77,347 shares 77,347 $2.03M 0.04% +10,781 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: 7,658 shares; 2024Q4: 7,268 shares; 2025Q1: 6,789 shares; 2025Q2: 9,697 shares; 2025Q3: 9,925 shares; 2025Q4: 6,743 shares; 2026Q1: 7,681 shares; 2026Q2: 7,480 shares 7,480 $2.02M 0.04% -201 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,134 shares; 2025Q2: 15,656 shares; 2025Q3: 36,970 shares; 2025Q4: 122,762 shares; 2026Q1: 33,223 shares; 2026Q2: 26,557 shares 26,557 $2.01M 0.04% -6,666 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: 18,511 shares; 2024Q4: 18,593 shares; 2025Q1: 18,204 shares; 2025Q2: 17,928 shares; 2025Q3: 18,563 shares; 2025Q4: 15,191 shares; 2026Q1: 15,794 shares; 2026Q2: 15,284 shares 15,284 $2M 0.04% -510 Timeline IBII 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: 1,900 shares; 2025Q4: 37,662 shares; 2026Q1: 67,386 shares; 2026Q2: 76,592 shares 76,592 $1.99M 0.04% +9,206 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: 16,210 shares; 2024Q4: 15,586 shares; 2025Q1: 15,183 shares; 2025Q2: 14,726 shares; 2025Q3: 14,690 shares; 2025Q4: 13,962 shares; 2026Q1: 13,906 shares; 2026Q2: 14,077 shares 14,077 $1.94M 0.04% +171 Timeline DSPY TEMA ETF TRUST More: the full row for TEMA 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: 29,387 shares 29,387 $1.93M 0.03% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,609 shares; 2024Q4: 53,384 shares; 2025Q1: 50,109 shares; 2025Q2: 43,355 shares; 2025Q3: 42,548 shares; 2025Q4: 40,652 shares; 2026Q1: 40,057 shares; 2026Q2: 40,058 shares 40,058 $1.93M 0.03% +1 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 833 shares; 2024Q4: 883 shares; 2025Q1: 5,345 shares; 2025Q2: 14,230 shares; 2025Q3: 14,408 shares; 2025Q4: 12,159 shares; 2026Q1: 12,715 shares; 2026Q2: 13,166 shares 13,166 $1.92M 0.03% +451 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,481 shares; 2024Q4: 9,481 shares; 2025Q1: 9,093 shares; 2025Q2: 9,043 shares; 2025Q3: 7,943 shares; 2025Q4: 7,933 shares; 2026Q1: 7,783 shares; 2026Q2: 8,098 shares 8,098 $1.91M 0.03% +315 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,830 shares; 2026Q2: 9,945 shares 9,945 $1.89M 0.03% +1,115 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: 5,882 shares; 2024Q4: 5,988 shares; 2025Q1: 5,908 shares; 2025Q2: 5,576 shares; 2025Q3: 5,203 shares; 2025Q4: 5,081 shares; 2026Q1: 5,867 shares; 2026Q2: 5,935 shares 5,935 $1.86M 0.03% +68 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,172 shares; 2024Q4: 63,739 shares; 2025Q1: 60,965 shares; 2025Q2: 60,805 shares; 2025Q3: 56,638 shares; 2025Q4: 52,865 shares; 2026Q1: 51,734 shares; 2026Q2: 52,862 shares 52,862 $1.84M 0.03% +1,128 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: 1,820 shares; 2024Q4: 1,850 shares; 2025Q1: 1,820 shares; 2025Q2: 2,064 shares; 2025Q3: 6,526 shares; 2025Q4: 7,603 shares; 2026Q1: 6,222 shares; 2026Q2: 6,165 shares 6,165 $1.84M 0.03% -57 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,003 shares; 2024Q4: 25,129 shares; 2025Q1: 22,837 shares; 2025Q2: 22,662 shares; 2025Q3: 20,500 shares; 2025Q4: 19,506 shares; 2026Q1: 20,346 shares; 2026Q2: 17,100 shares 17,100 $1.83M 0.03% -3,246 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: 11,822 shares; 2024Q4: 10,927 shares; 2025Q1: 10,666 shares; 2025Q2: 13,667 shares; 2025Q3: 17,638 shares; 2025Q4: 20,233 shares; 2026Q1: 21,283 shares; 2026Q2: 24,049 shares 24,049 $1.81M 0.03% +2,766 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: 40,333 shares; 2024Q4: 48,904 shares; 2025Q1: 37,828 shares; 2025Q2: 37,196 shares; 2025Q3: 33,703 shares; 2025Q4: 27,404 shares; 2026Q1: 28,132 shares; 2026Q2: 28,613 shares 28,613 $1.8M 0.03% +481 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 14,369 shares; 2025Q4: 23,088 shares; 2026Q1: 29,080 shares; 2026Q2: 34,244 shares 34,244 $1.79M 0.03% +5,164 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: 29,366 shares; 2024Q4: 31,427 shares; 2025Q1: 29,089 shares; 2025Q2: 27,353 shares; 2025Q3: 27,247 shares; 2025Q4: 27,163 shares; 2026Q1: 25,687 shares; 2026Q2: 25,768 shares 25,768 $1.76M 0.03% +81 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: 363 shares; 2024Q4: 369 shares; 2025Q1: 361 shares; 2025Q2: 357 shares; 2025Q3: 369 shares; 2025Q4: 366 shares; 2026Q1: 379 shares; 2026Q2: 9,755 shares 9,755 $1.74M 0.03% +9,376 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,359 shares; 2026Q1: 19,933 shares; 2026Q2: 19,556 shares 19,556 $1.73M 0.03% -377 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: 29,922 shares; 2024Q4: 27,719 shares; 2025Q1: 25,799 shares; 2025Q2: 24,789 shares; 2025Q3: 23,251 shares; 2025Q4: 20,910 shares; 2026Q1: 20,343 shares; 2026Q2: 17,812 shares 17,812 $1.71M 0.03% -2,531 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,628 shares; 2024Q4: 14,953 shares; 2025Q1: 14,911 shares; 2025Q2: 14,736 shares; 2025Q3: 14,731 shares; 2025Q4: 14,731 shares; 2026Q1: 14,731 shares; 2026Q2: 13,985 shares 13,985 $1.7M 0.03% -746 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 348 shares; 2025Q1: 358 shares; 2025Q2: 315 shares; 2025Q3: 1,200 shares; 2025Q4: 2,263 shares; 2026Q1: 3,228 shares; 2026Q2: 5,046 shares 5,046 $1.69M 0.03% +1,818 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: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 6,488 shares; 2025Q4: 6,488 shares; 2026Q1: 6,752 shares; 2026Q2: 20,212 shares 20,212 $1.66M 0.03% +13,460 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: 5,606 shares; 2024Q4: 5,313 shares; 2025Q1: 5,068 shares; 2025Q2: 5,006 shares; 2025Q3: 5,081 shares; 2025Q4: 4,887 shares; 2026Q1: 4,861 shares; 2026Q2: 4,803 shares 4,803 $1.65M 0.03% -58 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,192 shares; 2024Q4: 8,648 shares; 2025Q1: 13,004 shares; 2025Q2: 12,994 shares; 2025Q3: 12,841 shares; 2025Q4: 12,355 shares; 2026Q1: 12,300 shares; 2026Q2: 11,815 shares 11,815 $1.63M 0.03% -485 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,663 shares; 2024Q4: 1,641 shares; 2025Q1: 1,636 shares; 2025Q2: 1,626 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,628 shares; 2026Q2: 1,958 shares 1,958 $1.56M 0.03% +330 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 1,932 shares; 2025Q1: 1,998 shares; 2025Q2: 1,745 shares; 2025Q3: 1,463 shares; 2025Q4: 1,446 shares; 2026Q1: 1,543 shares; 2026Q2: 1,481 shares 1,481 $1.54M 0.03% -62 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 919 shares; 2024Q4: 1,083 shares; 2025Q1: 1,033 shares; 2025Q2: 1,142 shares; 2025Q3: 1,206 shares; 2025Q4: 983 shares; 2026Q1: 1,029 shares; 2026Q2: 909 shares 909 $1.54M 0.03% -120 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,800 shares; 2024Q4: 22,933 shares; 2025Q1: 22,183 shares; 2025Q2: 22,370 shares; 2025Q3: 22,146 shares; 2025Q4: 22,105 shares; 2026Q1: 21,779 shares; 2026Q2: 21,018 shares 21,018 $1.54M 0.03% -761 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: 1,782 shares; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 11,140 shares; 2025Q3: 15,486 shares; 2025Q4: 18,586 shares; 2026Q1: 16,576 shares; 2026Q2: 21,853 shares 21,853 $1.53M 0.03% +5,277 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: 3,290 shares; 2024Q4: 3,812 shares; 2025Q1: 3,307 shares; 2025Q2: 10,867 shares; 2025Q3: 9,555 shares; 2025Q4: 9,228 shares; 2026Q1: 9,494 shares; 2026Q2: 7,601 shares 7,601 $1.52M 0.03% -1,893 Timeline VPU 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: 8,726 shares; 2024Q4: 8,374 shares; 2025Q1: 8,364 shares; 2025Q2: 8,009 shares; 2025Q3: 8,009 shares; 2025Q4: 8,009 shares; 2026Q1: 7,759 shares; 2026Q2: 7,759 shares 7,759 $1.52M 0.03% 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: 96,117 shares; 2024Q4: 68,557 shares; 2025Q1: 67,398 shares; 2025Q2: 64,359 shares; 2025Q3: 58,024 shares; 2025Q4: 53,403 shares; 2026Q1: 41,647 shares; 2026Q2: 37,282 shares 37,282 $1.5M 0.03% -4,365 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: 13 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.03% 0 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: 4,588 shares; 2024Q4: 4,966 shares; 2025Q1: 5,187 shares; 2025Q2: 5,470 shares; 2025Q3: 3,412 shares; 2025Q4: 3,436 shares; 2026Q1: 5,011 shares; 2026Q2: 4,961 shares 4,961 $1.49M 0.03% -50 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: 7,008 shares; 2024Q4: 6,801 shares; 2025Q1: 6,642 shares; 2025Q2: 6,050 shares; 2025Q3: 5,680 shares; 2025Q4: 8,228 shares; 2026Q1: 8,572 shares; 2026Q2: 9,093 shares 9,093 $1.49M 0.03% +521 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,404 shares; 2024Q4: 61,419 shares; 2025Q1: 63,430 shares; 2025Q2: 57,159 shares; 2025Q3: 60,800 shares; 2025Q4: 65,107 shares; 2026Q1: 31,743 shares; 2026Q2: 31,373 shares 31,373 $1.48M 0.03% -370 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: 11,809 shares; 2024Q4: 12,117 shares; 2025Q1: 12,355 shares; 2025Q2: 13,108 shares; 2025Q3: 10,400 shares; 2025Q4: 8,761 shares; 2026Q1: 7,304 shares; 2026Q2: 6,708 shares 6,708 $1.47M 0.03% -596 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,153 shares; 2024Q4: 15,106 shares; 2025Q1: 15,106 shares; 2025Q2: 15,106 shares; 2025Q3: 15,074 shares; 2025Q4: 15,076 shares; 2026Q1: 15,076 shares; 2026Q2: 15,076 shares 15,076 $1.46M 0.03% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,821 shares; 2024Q4: 3,493 shares; 2025Q1: 3,380 shares; 2025Q2: 3,273 shares; 2025Q3: 3,259 shares; 2025Q4: 3,247 shares; 2026Q1: 3,221 shares; 2026Q2: 3,143 shares 3,143 $1.46M 0.03% -78 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,685 shares; 2024Q4: 19,615 shares; 2025Q1: 19,311 shares; 2025Q2: 18,537 shares; 2025Q3: 18,201 shares; 2025Q4: 15,666 shares; 2026Q1: 15,651 shares; 2026Q2: 15,691 shares 15,691 $1.45M 0.03% +40 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,330 shares; 2024Q4: 116,885 shares; 2025Q1: 108,847 shares; 2025Q2: 107,767 shares; 2025Q3: 104,862 shares; 2025Q4: 97,189 shares; 2026Q1: 69,661 shares; 2026Q2: 66,041 shares 66,041 $1.45M 0.03% -3,620 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,927 shares; 2024Q4: 7,818 shares; 2025Q1: 7,437 shares; 2025Q2: 20,797 shares; 2025Q3: 43,825 shares; 2025Q4: 57,071 shares; 2026Q1: 61,071 shares; 2026Q2: 70,000 shares 70,000 $1.43M 0.03% +8,929 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: 3,017 shares; 2024Q4: 2,873 shares; 2025Q1: 2,856 shares; 2025Q2: 2,759 shares; 2025Q3: 2,678 shares; 2025Q4: 2,883 shares; 2026Q1: 3,295 shares; 2026Q2: 3,114 shares 3,114 $1.41M 0.03% -181 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,592 shares; 2024Q4: 14,789 shares; 2025Q1: 13,873 shares; 2025Q2: 13,395 shares; 2025Q3: 13,075 shares; 2025Q4: 13,786 shares; 2026Q1: 14,253 shares; 2026Q2: 14,657 shares 14,657 $1.4M 0.03% +404 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,650 shares; 2024Q4: 6,650 shares; 2025Q1: 6,650 shares; 2025Q2: 6,646 shares; 2025Q3: 9,645 shares; 2025Q4: 9,645 shares; 2026Q1: 9,840 shares; 2026Q2: 9,498 shares 9,498 $1.39M 0.03% -342 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: 11,080 shares; 2024Q4: 11,903 shares; 2025Q1: 12,385 shares; 2025Q2: 13,152 shares; 2025Q3: 12,754 shares; 2025Q4: 11,662 shares; 2026Q1: 11,482 shares; 2026Q2: 12,557 shares 12,557 $1.39M 0.03% +1,075 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: 2,746 shares; 2024Q4: 2,605 shares; 2025Q1: 2,588 shares; 2025Q2: 2,520 shares; 2025Q3: 2,493 shares; 2025Q4: 2,486 shares; 2026Q1: 2,616 shares; 2026Q2: 3,472 shares 3,472 $1.38M 0.02% +856 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,862 shares; 2024Q4: 16,860 shares; 2025Q1: 16,860 shares; 2025Q2: 16,960 shares; 2025Q3: 16,860 shares; 2025Q4: 16,863 shares; 2026Q1: 16,687 shares; 2026Q2: 16,684 shares 16,684 $1.37M 0.02% -3 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,334 shares; 2024Q4: 5,189 shares; 2025Q1: 7,420 shares; 2025Q2: 11,025 shares; 2025Q3: 15,685 shares; 2025Q4: 19,254 shares; 2026Q1: 21,394 shares; 2026Q2: 55,545 shares 55,545 $1.35M 0.02% +34,151 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: 14,960 shares; 2024Q4: 11,953 shares; 2025Q1: 10,860 shares; 2025Q2: 8,949 shares; 2025Q3: 7,983 shares; 2025Q4: 7,942 shares; 2026Q1: 7,670 shares; 2026Q2: 9,949 shares 9,949 $1.35M 0.02% +2,279 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: 348 shares; 2024Q4: 263 shares; 2025Q1: 437 shares; 2025Q2: 381 shares; 2025Q3: 807 shares; 2025Q4: 807 shares; 2026Q1: 807 shares; 2026Q2: 10,727 shares 10,727 $1.34M 0.02% +9,920 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,581 shares; 2024Q4: 3,381 shares; 2025Q1: 3,465 shares; 2025Q2: 3,076 shares; 2025Q3: 5,292 shares; 2025Q4: 6,233 shares; 2026Q1: 8,276 shares; 2026Q2: 9,190 shares 9,190 $1.33M 0.02% +914 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,705 shares; 2024Q4: 10,719 shares; 2025Q1: 10,705 shares; 2025Q2: 10,688 shares; 2025Q3: 10,691 shares; 2025Q4: 10,564 shares; 2026Q1: 10,672 shares; 2026Q2: 10,092 shares 10,092 $1.33M 0.02% -580 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,454 shares; 2024Q4: 3,466 shares; 2025Q1: 3,464 shares; 2025Q2: 3,159 shares; 2025Q3: 3,157 shares; 2025Q4: 3,159 shares; 2026Q1: 3,164 shares; 2026Q2: 2,877 shares 2,877 $1.32M 0.02% -287 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: 3,085 shares; 2024Q4: 2,608 shares; 2025Q1: 2,608 shares; 2025Q2: 2,605 shares; 2025Q3: 2,605 shares; 2025Q4: 2,543 shares; 2026Q1: 2,543 shares; 2026Q2: 2,520 shares 2,520 $1.32M 0.02% -23 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: 10,972 shares; 2024Q4: 11,035 shares; 2025Q1: 11,142 shares; 2025Q2: 11,217 shares; 2025Q3: 14,185 shares; 2025Q4: 12,489 shares; 2026Q1: 11,847 shares; 2026Q2: 11,120 shares 11,120 $1.31M 0.02% -727 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: 8,256 shares; 2026Q1: 8,039 shares; 2026Q2: 7,946 shares 7,946 $1.3M 0.02% -93 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: 10,518 shares; 2024Q4: 11,509 shares; 2025Q1: 14,980 shares; 2025Q2: 14,795 shares; 2025Q3: 15,326 shares; 2025Q4: 15,931 shares; 2026Q1: 16,237 shares; 2026Q2: 14,059 shares 14,059 $1.3M 0.02% -2,178 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,476 shares; 2024Q4: 43,522 shares; 2025Q1: 55,572 shares; 2025Q2: 55,572 shares; 2025Q3: 55,572 shares; 2025Q4: 55,870 shares; 2026Q1: 55,870 shares; 2026Q2: 55,870 shares 55,870 $1.29M 0.02% 0 Timeline IBIC 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: 19,793 shares; 2025Q1: 27,438 shares; 2025Q2: 28,963 shares; 2025Q3: 27,944 shares; 2025Q4: 44,166 shares; 2026Q1: 46,810 shares; 2026Q2: 49,388 shares 49,388 $1.29M 0.02% +2,578 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,420 shares; 2024Q4: 13,744 shares; 2025Q1: 13,507 shares; 2025Q2: 12,922 shares; 2025Q3: 12,512 shares; 2025Q4: 11,793 shares; 2026Q1: 11,768 shares; 2026Q2: 11,460 shares 11,460 $1.28M 0.02% -308 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: 11,200 shares; 2024Q4: 11,200 shares; 2025Q1: 11,068 shares; 2025Q2: 10,861 shares; 2025Q3: 10,855 shares; 2025Q4: 10,539 shares; 2026Q1: 10,420 shares; 2026Q2: 10,423 shares 10,423 $1.26M 0.02% +3 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: 2,243 shares; 2024Q4: 2,512 shares; 2025Q1: 2,691 shares; 2025Q2: 2,828 shares; 2025Q3: 2,804 shares; 2025Q4: 2,922 shares; 2026Q1: 2,971 shares; 2026Q2: 3,120 shares 3,120 $1.24M 0.02% +149 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: 41,562 shares; 2024Q4: 39,462 shares; 2025Q1: 39,452 shares; 2025Q2: 38,431 shares; 2025Q3: 37,009 shares; 2025Q4: 38,480 shares; 2026Q1: 40,440 shares; 2026Q2: 38,751 shares 38,751 $1.24M 0.02% -1,689 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: 3,571 shares; 2024Q4: 3,690 shares; 2025Q1: 3,537 shares; 2025Q2: 3,536 shares; 2025Q3: 3,573 shares; 2025Q4: 3,532 shares; 2026Q1: 3,653 shares; 2026Q2: 3,630 shares 3,630 $1.24M 0.02% -23 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,648 shares; 2024Q4: 12,532 shares; 2025Q1: 13,376 shares; 2025Q2: 14,484 shares; 2025Q3: 15,128 shares; 2025Q4: 15,275 shares; 2026Q1: 18,454 shares; 2026Q2: 17,769 shares 17,769 $1.23M 0.02% -685 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,828 shares; 2024Q4: 90,865 shares; 2025Q1: 89,740 shares; 2025Q2: 84,515 shares; 2025Q3: 84,515 shares; 2025Q4: 60,015 shares; 2026Q1: 60,108 shares; 2026Q2: 59,008 shares 59,008 $1.21M 0.02% -1,100 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: 6,134 shares; 2024Q4: 5,917 shares; 2025Q1: 5,917 shares; 2025Q2: 5,532 shares; 2025Q3: 5,494 shares; 2025Q4: 5,345 shares; 2026Q1: 5,370 shares; 2026Q2: 5,369 shares 5,369 $1.2M 0.02% -1 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,771 shares; 2024Q4: 5,735 shares; 2025Q1: 5,570 shares; 2025Q2: 5,586 shares; 2025Q3: 5,426 shares; 2025Q4: 5,444 shares; 2026Q1: 5,369 shares; 2026Q2: 5,616 shares 5,616 $1.2M 0.02% +247 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: 18,972 shares; 2024Q4: 13,523 shares; 2025Q1: 12,539 shares; 2025Q2: 12,540 shares; 2025Q3: 10,667 shares; 2025Q4: 11,572 shares; 2026Q1: 14,434 shares; 2026Q2: 11,554 shares 11,554 $1.2M 0.02% -2,880 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: 23,930 shares; 2024Q4: 24,802 shares; 2025Q1: 25,627 shares; 2025Q2: 27,798 shares; 2025Q3: 27,191 shares; 2025Q4: 24,964 shares; 2026Q1: 24,417 shares; 2026Q2: 16,563 shares 16,563 $1.19M 0.02% -7,854 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,394 shares; 2024Q4: 5,881 shares; 2025Q1: 5,191 shares; 2025Q2: 5,031 shares; 2025Q3: 5,000 shares; 2025Q4: 4,979 shares; 2026Q1: 4,979 shares; 2026Q2: 4,524 shares 4,524 $1.18M 0.02% -455 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,068 shares; 2024Q4: 7,073 shares; 2025Q1: 7,329 shares; 2025Q2: 7,329 shares; 2025Q3: 7,250 shares; 2025Q4: 6,990 shares; 2026Q1: 6,929 shares; 2026Q2: 7,518 shares 7,518 $1.18M 0.02% +589 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 15,883 shares; 2026Q1: 15,208 shares; 2026Q2: 15,079 shares 15,079 $1.17M 0.02% -129 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: 9,303 shares; 2024Q4: 9,149 shares; 2025Q1: 7,899 shares; 2025Q2: 8,991 shares; 2025Q3: 8,498 shares; 2025Q4: 11,290 shares; 2026Q1: 8,907 shares; 2026Q2: 9,978 shares 9,978 $1.16M 0.02% +1,071 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,223 shares; 2024Q4: 4,533 shares; 2025Q1: 4,370 shares; 2025Q2: 4,231 shares; 2025Q3: 4,077 shares; 2025Q4: 4,031 shares; 2026Q1: 4,013 shares; 2026Q2: 4,791 shares 4,791 $1.16M 0.02% +778 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,667 shares; 2024Q4: 16,313 shares; 2025Q1: 18,636 shares; 2025Q2: 20,131 shares; 2025Q3: 21,318 shares; 2025Q4: 23,947 shares; 2026Q1: 11,717 shares; 2026Q2: 11,477 shares 11,477 $1.16M 0.02% -240 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,221 shares; 2024Q4: 16,677 shares; 2025Q1: 16,679 shares; 2025Q2: 14,732 shares; 2025Q3: 18,238 shares; 2025Q4: 20,977 shares; 2026Q1: 21,522 shares; 2026Q2: 21,085 shares 21,085 $1.15M 0.02% -437 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: 6,251 shares; 2024Q4: 7,726 shares; 2025Q1: 7,726 shares; 2025Q2: 7,461 shares; 2025Q3: 7,336 shares; 2025Q4: 7,336 shares; 2026Q1: 7,336 shares; 2026Q2: 7,336 shares 7,336 $1.15M 0.02% 0 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: 14,437 shares; 2024Q4: 13,696 shares; 2025Q1: 13,712 shares; 2025Q2: 13,321 shares; 2025Q3: 13,113 shares; 2025Q4: 13,271 shares; 2026Q1: 12,841 shares; 2026Q2: 12,622 shares 12,622 $1.1M 0.02% -219 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: 8,551 shares; 2024Q4: 8,551 shares; 2025Q1: 9,218 shares; 2025Q2: 9,218 shares; 2025Q3: 10,582 shares; 2025Q4: 10,582 shares; 2026Q1: 10,357 shares; 2026Q2: 10,561 shares 10,561 $1.1M 0.02% +204 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: 5,499 shares; 2024Q4: 5,475 shares; 2025Q1: 5,407 shares; 2025Q2: 5,347 shares; 2025Q3: 5,247 shares; 2025Q4: 5,184 shares; 2026Q1: 5,144 shares; 2026Q2: 5,148 shares 5,148 $1.1M 0.02% +4 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: 20,613 shares; 2024Q4: 20,524 shares; 2025Q1: 20,698 shares; 2025Q2: 17,655 shares; 2025Q3: 16,132 shares; 2025Q4: 13,747 shares; 2026Q1: 13,203 shares; 2026Q2: 13,181 shares 13,181 $1.09M 0.02% -22 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM 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: 234 shares; 2026Q2: 71,984 shares 71,984 $1.08M 0.02% +71,750 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: 2,257 shares; 2024Q4: 2,292 shares; 2025Q1: 2,229 shares; 2025Q2: 2,388 shares; 2025Q3: 1,777 shares; 2025Q4: 9,882 shares; 2026Q1: 11,401 shares; 2026Q2: 10,416 shares 10,416 $1.03M 0.02% -985 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: 15,820 shares; 2024Q4: 14,790 shares; 2025Q1: 12,358 shares; 2025Q2: 9,696 shares; 2025Q3: 8,187 shares; 2025Q4: 7,381 shares; 2026Q1: 6,350 shares; 2026Q2: 4,959 shares 4,959 $1.02M 0.02% -1,391 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: 240 shares; 2026Q2: 447 shares 447 $1.02M 0.02% +207 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,465 shares; 2024Q4: 2,432 shares; 2025Q1: 2,432 shares; 2025Q2: 2,432 shares; 2025Q3: 2,352 shares; 2025Q4: 2,634 shares; 2026Q1: 2,324 shares; 2026Q2: 11,545 shares 11,545 $1.01M 0.02% +9,221 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,146 shares; 2024Q4: 19,881 shares; 2025Q1: 16,217 shares; 2025Q2: 11,054 shares; 2025Q3: 9,969 shares; 2025Q4: 11,767 shares; 2026Q1: 19,570 shares; 2026Q2: 21,605 shares 21,605 $1M 0.02% +2,035 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,935 shares; 2024Q4: 14,900 shares; 2025Q1: 14,600 shares; 2025Q2: 14,600 shares; 2025Q3: 14,463 shares; 2025Q4: 13,559 shares; 2026Q1: 12,367 shares; 2026Q2: 12,535 shares 12,535 $996K 0.02% +168 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: 4,320 shares; 2024Q4: 4,348 shares; 2025Q1: 4,298 shares; 2025Q2: 4,298 shares; 2025Q3: 4,300 shares; 2025Q4: 4,210 shares; 2026Q1: 4,212 shares; 2026Q2: 4,371 shares 4,371 $992K 0.02% +159 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,938 shares; 2024Q4: 15,386 shares; 2025Q1: 17,388 shares; 2025Q2: 15,670 shares; 2025Q3: 14,028 shares; 2025Q4: 20,461 shares; 2026Q1: 24,523 shares; 2026Q2: 19,383 shares 19,383 $990K 0.02% -5,140 Timeline IBMT 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: 12,949 shares; 2026Q1: 34,403 shares; 2026Q2: 38,207 shares 38,207 $986K 0.02% +3,804 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 431 shares; 2025Q4: 460 shares; 2026Q1: 949 shares; 2026Q2: 1,568 shares 1,568 $967K 0.02% +619 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: 10,709 shares; 2024Q4: 9,156 shares; 2025Q1: 7,800 shares; 2025Q2: 6,715 shares; 2025Q3: 5,929 shares; 2025Q4: 5,354 shares; 2026Q1: 5,159 shares; 2026Q2: 5,045 shares 5,045 $961K 0.02% -114 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 712 shares; 2025Q3: 691 shares; 2025Q4: 691 shares; 2026Q1: 701 shares; 2026Q2: 694 shares 694 $959K 0.02% -7 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,828 shares; 2024Q4: 25,451 shares; 2025Q1: 23,828 shares; 2025Q2: 21,572 shares; 2025Q3: 17,490 shares; 2025Q4: 16,469 shares; 2026Q1: 16,120 shares; 2026Q2: 16,050 shares 16,050 $954K 0.02% -70 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 468 shares; 2025Q4: 495 shares; 2026Q1: 895 shares; 2026Q2: 1,192 shares 1,192 $952K 0.02% +297 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,195 shares; 2024Q4: 9,195 shares; 2025Q1: 9,365 shares; 2025Q2: 10,811 shares; 2025Q3: 11,575 shares; 2025Q4: 11,575 shares; 2026Q1: 11,575 shares; 2026Q2: 9,190 shares 9,190 $947K 0.02% -2,385 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: 28,017 shares; 2024Q4: 27,217 shares; 2025Q1: 26,972 shares; 2025Q2: 26,980 shares; 2025Q3: 26,726 shares; 2025Q4: 26,758 shares; 2026Q1: 30,418 shares; 2026Q2: 25,409 shares 25,409 $934K 0.02% -5,009 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: 18,637 shares; 2024Q4: 16,823 shares; 2025Q1: 16,499 shares; 2025Q2: 15,361 shares; 2025Q3: 14,847 shares; 2025Q4: 14,316 shares; 2026Q1: 13,103 shares; 2026Q2: 12,532 shares 12,532 $932K 0.02% -571 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 397 shares; 2026Q1: 874 shares; 2026Q2: 1,103 shares 1,103 $926K 0.02% +229 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: 2,779 shares; 2024Q4: 2,908 shares; 2025Q1: 2,667 shares; 2025Q2: 2,624 shares; 2025Q3: 2,610 shares; 2025Q4: 2,595 shares; 2026Q1: 2,595 shares; 2026Q2: 2,596 shares 2,596 $909K 0.02% +1 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,107 shares; 2024Q4: 7,004 shares; 2025Q1: 9,917 shares; 2025Q2: 11,591 shares; 2025Q3: 18,396 shares; 2025Q4: 18,748 shares; 2026Q1: 16,181 shares; 2026Q2: 14,165 shares 14,165 $907K 0.02% -2,016 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,145 shares; 2024Q4: 15,113 shares; 2025Q1: 9,722 shares; 2025Q2: 9,074 shares; 2025Q3: 10,505 shares; 2025Q4: 7,860 shares; 2026Q1: 7,398 shares; 2026Q2: 7,336 shares 7,336 $903K 0.02% -62 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,445 shares; 2024Q4: 2,466 shares; 2025Q1: 2,261 shares; 2025Q2: 1,192 shares; 2025Q3: 519 shares; 2025Q4: 751 shares; 2026Q1: 1,075 shares; 2026Q2: 1,444 shares 1,444 $900K 0.02% +369 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,628 shares; 2024Q4: 3,847 shares; 2025Q1: 3,599 shares; 2025Q2: 3,514 shares; 2025Q3: 3,545 shares; 2025Q4: 3,113 shares; 2026Q1: 2,738 shares; 2026Q2: 2,716 shares 2,716 $897K 0.02% -22 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,316 shares; 2024Q4: 4,311 shares; 2025Q1: 4,073 shares; 2025Q2: 4,021 shares; 2025Q3: 4,332 shares; 2025Q4: 4,328 shares; 2026Q1: 5,289 shares; 2026Q2: 4,839 shares 4,839 $896K 0.02% -450 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 187 shares; 2025Q4: 1,139 shares; 2026Q1: 1,943 shares; 2026Q2: 4,592 shares 4,592 $894K 0.02% +2,649 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,804 shares; 2024Q4: 14,912 shares; 2025Q1: 15,271 shares; 2025Q2: 13,550 shares; 2025Q3: 13,833 shares; 2025Q4: 16,903 shares; 2026Q1: 20,436 shares; 2026Q2: 20,515 shares 20,515 $892K 0.02% +79 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,874 shares; 2024Q4: 17,592 shares; 2025Q1: 17,001 shares; 2025Q2: 16,852 shares; 2025Q3: 16,184 shares; 2025Q4: 13,439 shares; 2026Q1: 12,285 shares; 2026Q2: 11,074 shares 11,074 $890K 0.02% -1,211 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: 4,184 shares; 2025Q1: 3,040 shares; 2025Q2: 1,440 shares; 2025Q3: 1,456 shares; 2025Q4: 2,839 shares; 2026Q1: 4,654 shares; 2026Q2: 5,210 shares 5,210 $885K 0.02% +556 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,500 shares; 2024Q4: 40,500 shares; 2025Q1: 40,500 shares; 2025Q2: not reported; 2025Q3: 22,063 shares; 2025Q4: 22,063 shares; 2026Q1: 22,063 shares; 2026Q2: 24,995 shares 24,995 $870K 0.02% +2,932 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: 27,199 shares; 2024Q4: 13,494 shares; 2025Q1: 13,546 shares; 2025Q2: 13,449 shares; 2025Q3: 12,656 shares; 2025Q4: 11,488 shares; 2026Q1: 11,205 shares; 2026Q2: 11,181 shares 11,181 $867K 0.02% -24 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: 16,188 shares; 2024Q4: 21,106 shares; 2025Q1: 16,301 shares; 2025Q2: 15,819 shares; 2025Q3: 15,371 shares; 2025Q4: 13,128 shares; 2026Q1: 14,214 shares; 2026Q2: 11,286 shares 11,286 $866K 0.02% -2,928 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: 9,935 shares; 2024Q4: 7,788 shares; 2025Q1: 7,464 shares; 2025Q2: 6,747 shares; 2025Q3: 6,601 shares; 2025Q4: 5,877 shares; 2026Q1: 5,589 shares; 2026Q2: 5,234 shares 5,234 $856K 0.02% -355 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: 5,087 shares; 2024Q4: 7,613 shares; 2025Q1: 5,095 shares; 2025Q2: 5,219 shares; 2025Q3: 5,219 shares; 2025Q4: 5,247 shares; 2026Q1: 5,109 shares; 2026Q2: 3,524 shares 3,524 $854K 0.02% -1,585 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,626 shares; 2024Q4: 8,652 shares; 2025Q1: 8,021 shares; 2025Q2: 7,994 shares; 2025Q3: 7,469 shares; 2025Q4: 7,214 shares; 2026Q1: 7,111 shares; 2026Q2: 7,084 shares 7,084 $844K 0.02% -27 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: 952 shares; 2024Q4: 2,660 shares; 2025Q1: 2,652 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 1,961 shares; 2026Q1: 1,952 shares; 2026Q2: 2,053 shares 2,053 $841K 0.02% +101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,954 shares; 2025Q4: 8,954 shares; 2026Q1: 8,971 shares; 2026Q2: 8,971 shares 8,971 $838K 0.02% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,022 shares; 2024Q4: 4,997 shares; 2025Q1: 4,937 shares; 2025Q2: 4,762 shares; 2025Q3: 4,644 shares; 2025Q4: 4,640 shares; 2026Q1: 4,540 shares; 2026Q2: 4,631 shares 4,631 $833K 0.02% +91 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,591 shares; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 3,559 shares; 2025Q3: 3,559 shares; 2025Q4: 3,560 shares; 2026Q1: 3,553 shares; 2026Q2: 3,553 shares 3,553 $828K 0.01% 0 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: 28,241 shares; 2024Q4: 28,444 shares; 2025Q1: 25,275 shares; 2025Q2: 25,100 shares; 2025Q3: 23,632 shares; 2025Q4: 22,776 shares; 2026Q1: 24,665 shares; 2026Q2: 22,322 shares 22,322 $825K 0.01% -2,343 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: 8,267 shares; 2024Q4: 8,053 shares; 2025Q1: 7,709 shares; 2025Q2: 7,772 shares; 2025Q3: 7,772 shares; 2025Q4: 7,747 shares; 2026Q1: 7,747 shares; 2026Q2: 7,694 shares 7,694 $824K 0.01% -53 Timeline PBP 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: 40,277 shares; 2024Q4: 37,995 shares; 2025Q1: 37,944 shares; 2025Q2: 36,705 shares; 2025Q3: 36,702 shares; 2025Q4: 36,702 shares; 2026Q1: 35,827 shares; 2026Q2: 35,738 shares 35,738 $818K 0.01% -89 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: 22,357 shares; 2024Q4: 24,981 shares; 2025Q1: 13,882 shares; 2025Q2: 14,412 shares; 2025Q3: 17,250 shares; 2025Q4: 17,745 shares; 2026Q1: 19,616 shares; 2026Q2: 18,549 shares 18,549 $817K 0.01% -1,067 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: 857 shares; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 927 shares; 2025Q3: 896 shares; 2025Q4: 1,038 shares; 2026Q1: 1,914 shares; 2026Q2: 2,194 shares 2,194 $813K 0.01% +280 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: 6,804 shares; 2024Q4: 6,804 shares; 2025Q1: 6,743 shares; 2025Q2: 5,801 shares; 2025Q3: 5,017 shares; 2025Q4: 5,065 shares; 2026Q1: 4,379 shares; 2026Q2: 4,305 shares 4,305 $797K 0.01% -74 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,714 shares; 2024Q4: 8,636 shares; 2025Q1: 8,429 shares; 2025Q2: 8,028 shares; 2025Q3: 8,278 shares; 2025Q4: 16,432 shares; 2026Q1: 16,125 shares; 2026Q2: 15,845 shares 15,845 $792K 0.01% -280 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: 745 shares; 2024Q4: 4,863 shares; 2025Q1: 3,629 shares; 2025Q2: 2,636 shares; 2025Q3: 1,504 shares; 2025Q4: 1,250 shares; 2026Q1: 1,607 shares; 2026Q2: 1,821 shares 1,821 $786K 0.01% +214 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,550 shares; 2024Q4: 32,250 shares; 2025Q1: 33,065 shares; 2025Q2: 34,058 shares; 2025Q3: 34,058 shares; 2025Q4: 34,532 shares; 2026Q1: 34,517 shares; 2026Q2: 34,381 shares 34,381 $783K 0.01% -136 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: 7,574 shares; 2024Q4: 7,604 shares; 2025Q1: 7,351 shares; 2025Q2: 7,231 shares; 2025Q3: 7,031 shares; 2025Q4: 6,649 shares; 2026Q1: 6,631 shares; 2026Q2: 6,631 shares 6,631 $782K 0.01% 0 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: 3,340 shares; 2024Q4: 3,365 shares; 2025Q1: 3,274 shares; 2025Q2: 3,274 shares; 2025Q3: 3,094 shares; 2025Q4: 3,094 shares; 2026Q1: 3,079 shares; 2026Q2: 3,276 shares 3,276 $781K 0.01% +197 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: 5,348 shares; 2024Q4: 9,228 shares; 2025Q1: 9,178 shares; 2025Q2: 9,974 shares; 2025Q3: 10,160 shares; 2025Q4: 10,146 shares; 2026Q1: 9,856 shares; 2026Q2: 9,844 shares 9,844 $778K 0.01% -12 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: 9,724 shares; 2024Q4: 10,497 shares; 2025Q1: 10,337 shares; 2025Q2: 9,923 shares; 2025Q3: 8,935 shares; 2025Q4: 7,013 shares; 2026Q1: 6,220 shares; 2026Q2: 6,174 shares 6,174 $768K 0.01% -46 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,128 shares; 2024Q4: 3,128 shares; 2025Q1: 3,128 shares; 2025Q2: 3,128 shares; 2025Q3: 3,128 shares; 2025Q4: 3,128 shares; 2026Q1: 3,131 shares; 2026Q2: 3,128 shares 3,128 $762K 0.01% -3 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: 1,795 shares; 2024Q4: 1,728 shares; 2025Q1: 1,637 shares; 2025Q2: 1,620 shares; 2025Q3: 3,500 shares; 2025Q4: 3,649 shares; 2026Q1: 3,579 shares; 2026Q2: 2,675 shares 2,675 $757K 0.01% -904 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: 10,478 shares; 2025Q1: 10,500 shares; 2025Q2: 11,122 shares; 2025Q3: 10,586 shares; 2025Q4: 10,050 shares; 2026Q1: 11,229 shares; 2026Q2: 9,634 shares 9,634 $754K 0.01% -1,595 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,481 shares; 2024Q4: 8,479 shares; 2025Q1: 8,479 shares; 2025Q2: 8,482 shares; 2025Q3: 9,395 shares; 2025Q4: 12,892 shares; 2026Q1: 12,363 shares; 2026Q2: 9,904 shares 9,904 $753K 0.01% -2,459 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: 637 shares; 2024Q4: 638 shares; 2025Q1: 547 shares; 2025Q2: 544 shares; 2025Q3: 541 shares; 2025Q4: 543 shares; 2026Q1: 540 shares; 2026Q2: 545 shares 545 $741K 0.01% +5 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 5,460 shares 5,460 $741K 0.01% new 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: 1,207 shares; 2024Q4: 1,068 shares; 2025Q1: 1,048 shares; 2025Q2: 1,146 shares; 2025Q3: 1,394 shares; 2025Q4: 1,382 shares; 2026Q1: 2,322 shares; 2026Q2: 4,197 shares 4,197 $740K 0.01% +1,875 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 10,245 shares; 2025Q1: 10,245 shares; 2025Q2: 6,775 shares; 2025Q3: 6,775 shares; 2025Q4: 6,775 shares; 2026Q1: 6,775 shares; 2026Q2: 9,773 shares 9,773 $732K 0.01% +2,998 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: 997 shares; 2024Q4: 4,283 shares; 2025Q1: 2,914 shares; 2025Q2: 2,692 shares; 2025Q3: 2,379 shares; 2025Q4: 2,332 shares; 2026Q1: 2,272 shares; 2026Q2: 2,295 shares 2,295 $729K 0.01% +23 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,514 shares; 2024Q4: 7,514 shares; 2025Q1: 7,911 shares; 2025Q2: 7,640 shares; 2025Q3: 7,514 shares; 2025Q4: 7,514 shares; 2026Q1: 7,514 shares; 2026Q2: 7,514 shares 7,514 $725K 0.01% 0 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: 10,624 shares; 2024Q4: 12,055 shares; 2025Q1: 12,861 shares; 2025Q2: 12,985 shares; 2025Q3: 9,784 shares; 2025Q4: 6,355 shares; 2026Q1: 5,548 shares; 2026Q2: 5,518 shares 5,518 $716K 0.01% -30 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: 3,745 shares; 2024Q4: 4,046 shares; 2025Q1: 3,657 shares; 2025Q2: 3,287 shares; 2025Q3: 3,312 shares; 2025Q4: 6,095 shares; 2026Q1: 6,086 shares; 2026Q2: 6,081 shares 6,081 $713K 0.01% -5 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,236 shares; 2024Q4: 5,994 shares; 2025Q1: 5,779 shares; 2025Q2: 5,664 shares; 2025Q3: 5,664 shares; 2025Q4: 5,675 shares; 2026Q1: 6,077 shares; 2026Q2: 6,104 shares 6,104 $713K 0.01% +27 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,166 shares; 2024Q4: 1,658 shares; 2025Q1: 912 shares; 2025Q2: 931 shares; 2025Q3: 920 shares; 2025Q4: 898 shares; 2026Q1: 888 shares; 2026Q2: 984 shares 984 $709K 0.01% +96 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,038 shares; 2024Q4: 2,086 shares; 2025Q1: 2,048 shares; 2025Q2: 2,048 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 2,034 shares; 2026Q2: 2,020 shares 2,020 $707K 0.01% -14 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,962 shares; 2024Q4: 21,917 shares; 2025Q1: 21,828 shares; 2025Q2: 21,728 shares; 2025Q3: 21,728 shares; 2025Q4: 21,578 shares; 2026Q1: 20,289 shares; 2026Q2: 18,293 shares 18,293 $697K 0.01% -1,996 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 5,469 shares; 2025Q4: 7,160 shares; 2026Q1: 5,987 shares; 2026Q2: 6,812 shares 6,812 $697K 0.01% +825 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: 6,798 shares; 2024Q4: 6,447 shares; 2025Q1: 5,449 shares; 2025Q2: 4,957 shares; 2025Q3: 4,626 shares; 2025Q4: 4,552 shares; 2026Q1: 6,994 shares; 2026Q2: 7,284 shares 7,284 $691K 0.01% +290 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,188 shares; 2024Q4: 8,286 shares; 2025Q1: 8,098 shares; 2025Q2: 8,302 shares; 2025Q3: 4,461 shares; 2025Q4: 4,493 shares; 2026Q1: 4,183 shares; 2026Q2: 4,177 shares 4,177 $688K 0.01% -6 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,197 shares; 2024Q4: 6,994 shares; 2025Q1: 6,594 shares; 2025Q2: 13,148 shares; 2025Q3: 14,172 shares; 2025Q4: 14,188 shares; 2026Q1: 14,135 shares; 2026Q2: 14,227 shares 14,227 $683K 0.01% +92 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,616 shares; 2024Q4: 3,519 shares; 2025Q1: 3,539 shares; 2025Q2: 3,221 shares; 2025Q3: 3,250 shares; 2025Q4: 3,272 shares; 2026Q1: 3,811 shares; 2026Q2: 3,845 shares 3,845 $670K 0.01% +34 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 5,600 shares; 2025Q4: 10,879 shares; 2026Q1: 19,147 shares; 2026Q2: 12,590 shares 12,590 $669K 0.01% -6,557 Timeline IFRA 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: 10,560 shares; 2025Q4: 10,560 shares; 2026Q1: 10,560 shares; 2026Q2: 10,560 shares 10,560 $666K 0.01% 0 Timeline IBID 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: 8,205 shares; 2025Q1: 15,312 shares; 2025Q2: 17,607 shares; 2025Q3: 15,970 shares; 2025Q4: 26,035 shares; 2026Q1: 19,039 shares; 2026Q2: 24,999 shares 24,999 $656K 0.01% +5,960 Timeline PFFD 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: 13,300 shares; 2024Q4: 21,920 shares; 2025Q1: 22,920 shares; 2025Q2: 22,920 shares; 2025Q3: 32,920 shares; 2025Q4: 34,813 shares; 2026Q1: 42,935 shares; 2026Q2: 34,954 shares 34,954 $653K 0.01% -7,981 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 964 shares; 2026Q2: 7,778 shares 7,778 $646K 0.01% +6,814 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: 1,838 shares; 2024Q4: 1,694 shares; 2025Q1: 1,694 shares; 2025Q2: 1,694 shares; 2025Q3: 5,997 shares; 2025Q4: 9,231 shares; 2026Q1: 10,832 shares; 2026Q2: 11,584 shares 11,584 $643K 0.01% +752 Timeline AOA 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: 5,283 shares; 2025Q1: 5,412 shares; 2025Q2: 6,591 shares; 2025Q3: 6,636 shares; 2025Q4: 6,544 shares; 2026Q1: 6,740 shares; 2026Q2: 6,522 shares 6,522 $637K 0.01% -218 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: 10,786 shares; 2024Q4: 8,883 shares; 2025Q1: 8,173 shares; 2025Q2: 8,315 shares; 2025Q3: 8,085 shares; 2025Q4: 8,098 shares; 2026Q1: 8,006 shares; 2026Q2: 7,894 shares 7,894 $634K 0.01% -112 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,165 shares; 2024Q4: 6,749 shares; 2025Q1: 6,250 shares; 2025Q2: 5,875 shares; 2025Q3: 5,676 shares; 2025Q4: 5,100 shares; 2026Q1: 5,825 shares; 2026Q2: 8,262 shares 8,262 $631K 0.01% +2,437 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: 6,504 shares; 2024Q4: 5,887 shares; 2025Q1: 5,858 shares; 2025Q2: 6,960 shares; 2025Q3: 6,671 shares; 2025Q4: 5,697 shares; 2026Q1: 5,600 shares; 2026Q2: 5,584 shares 5,584 $618K 0.01% -16 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: 9,528 shares; 2024Q4: 9,326 shares; 2025Q1: 8,071 shares; 2025Q2: 6,526 shares; 2025Q3: 7,460 shares; 2025Q4: 7,090 shares; 2026Q1: 7,033 shares; 2026Q2: 12,969 shares 12,969 $616K 0.01% +5,936 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,021 shares; 2024Q4: 9,156 shares; 2025Q1: 10,338 shares; 2025Q2: 11,263 shares; 2025Q3: 11,689 shares; 2025Q4: 11,244 shares; 2026Q1: 8,299 shares; 2026Q2: 7,283 shares 7,283 $616K 0.01% -1,016 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514 shares; 2024Q4: 674 shares; 2025Q1: 514 shares; 2025Q2: 525 shares; 2025Q3: 516 shares; 2025Q4: 537 shares; 2026Q1: 536 shares; 2026Q2: 541 shares 541 $613K 0.01% +5 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 1,636 shares; 2026Q1: 2,476 shares; 2026Q2: 3,585 shares 3,585 $608K 0.01% +1,109 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 301 shares; 2025Q2: 215 shares; 2025Q3: 208 shares; 2025Q4: 209 shares; 2026Q1: 1,077 shares; 2026Q2: 1,312 shares 1,312 $602K 0.01% +235 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,654 shares; 2024Q4: 33,555 shares; 2025Q1: 30,643 shares; 2025Q2: 30,435 shares; 2025Q3: 30,435 shares; 2025Q4: 26,768 shares; 2026Q1: 26,543 shares; 2026Q2: 26,546 shares 26,546 $601K 0.01% +3 Timeline TDIV 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: 3,000 shares; 2024Q4: 6,000 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares 5,200 $597K 0.01% 0 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: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 905 shares; 2025Q3: 3,135 shares; 2025Q4: 4,181 shares; 2026Q1: 4,748 shares; 2026Q2: 5,320 shares 5,320 $595K 0.01% +572 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $591K 0.01% new 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: 3,453 shares 3,453 $590K 0.01% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,586 shares; 2024Q4: 8,805 shares; 2025Q1: 11,003 shares; 2025Q2: 10,117 shares; 2025Q3: 9,155 shares; 2025Q4: 10,229 shares; 2026Q1: 14,330 shares; 2026Q2: 11,754 shares 11,754 $586K 0.01% -2,576 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,160 shares; 2024Q4: 4,423 shares; 2025Q1: 13,349 shares; 2025Q2: 20,874 shares; 2025Q3: 20,194 shares; 2025Q4: 13,143 shares; 2026Q1: 9,341 shares; 2026Q2: 8,091 shares 8,091 $584K 0.01% -1,250 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: 2,620 shares; 2024Q4: 5,238 shares; 2025Q1: 5,272 shares; 2025Q2: 5,012 shares; 2025Q3: 5,012 shares; 2025Q4: 5,012 shares; 2026Q1: 5,012 shares; 2026Q2: 5,063 shares 5,063 $582K 0.01% +51 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,322 shares; 2024Q4: 2,712 shares; 2025Q1: 2,511 shares; 2025Q2: 2,508 shares; 2025Q3: 2,447 shares; 2025Q4: 2,351 shares; 2026Q1: 2,375 shares; 2026Q2: 2,622 shares 2,622 $579K 0.01% +247 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,027 shares; 2024Q4: 753 shares; 2025Q1: 4,489 shares; 2025Q2: 4,445 shares; 2025Q3: 4,386 shares; 2025Q4: 4,517 shares; 2026Q1: 5,012 shares; 2026Q2: 5,011 shares 5,011 $577K 0.01% -1 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,302 shares; 2024Q4: 11,008 shares; 2025Q1: 9,821 shares; 2025Q2: 8,366 shares; 2025Q3: 7,304 shares; 2025Q4: 7,025 shares; 2026Q1: 6,620 shares; 2026Q2: 6,286 shares 6,286 $573K 0.01% -334 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: 595 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 2,034 shares; 2025Q3: 2,034 shares; 2025Q4: 2,153 shares; 2026Q1: 2,335 shares; 2026Q2: 2,312 shares 2,312 $569K 0.01% -23 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,997 shares; 2024Q4: 4,646 shares; 2025Q1: 4,292 shares; 2025Q2: 4,024 shares; 2025Q3: 3,566 shares; 2025Q4: 3,030 shares; 2026Q1: 3,020 shares; 2026Q2: 2,865 shares 2,865 $567K 0.01% -155 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,370 shares; 2024Q4: 5,370 shares; 2025Q1: 5,370 shares; 2025Q2: 5,370 shares; 2025Q3: 5,370 shares; 2025Q4: 5,370 shares; 2026Q1: 5,334 shares; 2026Q2: 5,333 shares 5,333 $565K 0.01% -1 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: 3,551 shares; 2024Q4: 4,050 shares; 2025Q1: 4,035 shares; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares; 2025Q4: 3,680 shares; 2026Q1: 3,690 shares; 2026Q2: 3,690 shares 3,690 $562K 0.01% 0 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,122 shares; 2024Q4: 26,557 shares; 2025Q1: 26,557 shares; 2025Q2: 26,382 shares; 2025Q3: 26,333 shares; 2025Q4: 26,210 shares; 2026Q1: 26,161 shares; 2026Q2: 26,111 shares 26,111 $560K 0.01% -50 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,651 shares; 2024Q4: 34,351 shares; 2025Q1: 34,214 shares; 2025Q2: 22,276 shares; 2025Q3: 21,576 shares; 2025Q4: 21,576 shares; 2026Q1: 21,376 shares; 2026Q2: 22,279 shares 22,279 $557K 0.01% +903 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: 31,524 shares; 2024Q4: 29,327 shares; 2025Q1: 28,471 shares; 2025Q2: 27,825 shares; 2025Q3: 27,264 shares; 2025Q4: 16,586 shares; 2026Q1: 13,603 shares; 2026Q2: 13,543 shares 13,543 $556K 0.01% -60 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: 714 shares; 2024Q4: 654 shares; 2025Q1: 642 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 623 shares; 2026Q1: 741 shares; 2026Q2: 1,119 shares 1,119 $554K 0.01% +378 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,552 shares; 2024Q4: 2,739 shares; 2025Q1: 2,587 shares; 2025Q2: 2,507 shares; 2025Q3: 2,463 shares; 2025Q4: 2,172 shares; 2026Q1: 2,120 shares; 2026Q2: 2,327 shares 2,327 $553K 0.01% +207 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: 9,525 shares; 2024Q4: 9,099 shares; 2025Q1: 9,185 shares; 2025Q2: 8,256 shares; 2025Q3: 5,173 shares; 2025Q4: 4,738 shares; 2026Q1: 4,378 shares; 2026Q2: 5,124 shares 5,124 $551K 0.01% +746 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: 3,802 shares; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 2,829 shares; 2025Q3: 2,829 shares; 2025Q4: 2,122 shares; 2026Q1: 390 shares; 2026Q2: 13,309 shares 13,309 $550K 0.01% +12,919 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615 shares; 2024Q4: 1,625 shares; 2025Q1: 1,585 shares; 2025Q2: 1,600 shares; 2025Q3: 1,702 shares; 2025Q4: 1,747 shares; 2026Q1: 1,834 shares; 2026Q2: 1,957 shares 1,957 $545K 0.01% +123 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: 450 shares; 2024Q4: 948 shares; 2025Q1: 940 shares; 2025Q2: 1,040 shares; 2025Q3: 1,003 shares; 2025Q4: 553 shares; 2026Q1: 553 shares; 2026Q2: 554 shares 554 $535K 0.01% +1 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: 4,098 shares; 2024Q4: 3,713 shares; 2025Q1: 3,713 shares; 2025Q2: 4,103 shares; 2025Q3: 3,802 shares; 2025Q4: 3,974 shares; 2026Q1: 5,539 shares; 2026Q2: 5,706 shares 5,706 $533K 0.01% +167 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,155 shares; 2024Q4: 8,155 shares; 2025Q1: 8,155 shares; 2025Q2: 8,155 shares; 2025Q3: 8,155 shares; 2025Q4: 7,184 shares; 2026Q1: 7,184 shares; 2026Q2: 6,759 shares 6,759 $528K 0.01% -425 Timeline USVN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,675 shares; 2025Q2: 10,425 shares; 2025Q3: 10,985 shares; 2025Q4: 10,575 shares; 2026Q1: 11,075 shares; 2026Q2: 11,075 shares 11,075 $527K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,518 shares; 2024Q4: 5,496 shares; 2025Q1: 11,472 shares; 2025Q2: 14,096 shares; 2025Q3: 16,058 shares; 2025Q4: 15,133 shares; 2026Q1: 14,358 shares; 2026Q2: 12,263 shares 12,263 $523K 0.01% -2,095 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,982 shares; 2024Q4: 5,000 shares; 2025Q1: 4,841 shares; 2025Q2: 4,656 shares; 2025Q3: 4,662 shares; 2025Q4: 4,641 shares; 2026Q1: 4,354 shares; 2026Q2: 4,400 shares 4,400 $520K 0.01% +46 Timeline RFDI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,293 shares; 2024Q4: 6,672 shares; 2025Q1: 6,065 shares; 2025Q2: 6,002 shares; 2025Q3: 5,998 shares; 2025Q4: 5,998 shares; 2026Q1: 5,969 shares; 2026Q2: 5,969 shares 5,969 $520K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940 shares; 2024Q4: 3,140 shares; 2025Q1: 3,140 shares; 2025Q2: 2,540 shares; 2025Q3: 4,001 shares; 2025Q4: 5,213 shares; 2026Q1: 6,709 shares; 2026Q2: 6,718 shares 6,718 $519K 0.01% +9 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,732 shares; 2024Q4: 28,743 shares; 2025Q1: 27,379 shares; 2025Q2: 25,830 shares; 2025Q3: 23,120 shares; 2025Q4: 21,931 shares; 2026Q1: 21,151 shares; 2026Q2: 18,866 shares 18,866 $516K 0.01% -2,285 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,093 shares; 2024Q4: 7,982 shares; 2025Q1: 8,533 shares; 2025Q2: 10,207 shares; 2025Q3: 10,999 shares; 2025Q4: 12,755 shares; 2026Q1: 12,277 shares; 2026Q2: 10,971 shares 10,971 $515K 0.01% -1,306 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: 5,268 shares; 2024Q4: 15,804 shares; 2025Q1: 15,804 shares; 2025Q2: 15,868 shares; 2025Q3: 15,804 shares; 2025Q4: 15,905 shares; 2026Q1: 15,905 shares; 2026Q2: 17,123 shares 17,123 $504K 0.01% +1,218 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,164 shares; 2024Q4: 3,928 shares; 2025Q1: 3,719 shares; 2025Q2: 3,593 shares; 2025Q3: 3,390 shares; 2025Q4: 2,901 shares; 2026Q1: 2,866 shares; 2026Q2: 2,960 shares 2,960 $503K 0.01% +94 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 8,951 shares; 2025Q4: 8,893 shares; 2026Q1: 8,893 shares; 2026Q2: 9,912 shares 9,912 $499K 0.01% +1,019 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 2,403 shares; 2025Q4: 2,498 shares; 2026Q1: 4,142 shares; 2026Q2: 6,022 shares 6,022 $489K 0.01% +1,880 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 1,599 shares; 2025Q1: 1,931 shares; 2025Q2: 2,043 shares; 2025Q3: 2,593 shares; 2025Q4: 2,637 shares; 2026Q1: 2,928 shares; 2026Q2: 3,064 shares 3,064 $481K 0.01% +136 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: 658 shares; 2025Q2: 496 shares; 2025Q3: 505 shares; 2025Q4: 22 shares; 2026Q1: 516 shares; 2026Q2: 750 shares 750 $481K 0.01% +234 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 796 shares; 2024Q4: 896 shares; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 911 shares; 2025Q4: 963 shares; 2026Q1: 1,734 shares; 2026Q2: 4,676 shares 4,676 $476K 0.01% +2,942 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: 869 shares; 2024Q4: 3,095 shares; 2025Q1: 4,266 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares; 2025Q4: 6,463 shares; 2026Q1: 6,731 shares; 2026Q2: 7,663 shares 7,663 $471K 0.01% +932 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,016 shares; 2026Q1: 891 shares; 2026Q2: 943 shares 943 $463K 0.01% +52 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,850 shares; 2024Q4: 3,913 shares; 2025Q1: 3,913 shares; 2025Q2: 4,411 shares; 2025Q3: 5,189 shares; 2025Q4: 5,214 shares; 2026Q1: 5,214 shares; 2026Q2: 5,146 shares 5,146 $458K 0.01% -68 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,869 shares; 2024Q4: 7,859 shares; 2025Q1: 7,859 shares; 2025Q2: 7,659 shares; 2025Q3: 7,712 shares; 2025Q4: 7,979 shares; 2026Q1: 7,950 shares; 2026Q2: 7,914 shares 7,914 $453K 0.01% -36 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,365 shares; 2024Q4: 17,365 shares; 2025Q1: 17,365 shares; 2025Q2: 17,245 shares; 2025Q3: 16,845 shares; 2025Q4: 16,845 shares; 2026Q1: 16,845 shares; 2026Q2: 16,845 shares 16,845 $452K 0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,837 shares; 2024Q4: 6,605 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,403 shares; 2026Q1: 6,504 shares; 2026Q2: 6,868 shares 6,868 $451K 0.01% +364 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,335 shares; 2024Q4: 11,141 shares; 2025Q1: 5,238 shares; 2025Q2: 4,584 shares; 2025Q3: 3,393 shares; 2025Q4: 3,277 shares; 2026Q1: 3,276 shares; 2026Q2: 3,250 shares 3,250 $446K 0.01% -26 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,033 shares; 2024Q4: 43,983 shares; 2025Q1: 42,483 shares; 2025Q2: 38,853 shares; 2025Q3: 34,280 shares; 2025Q4: 33,400 shares; 2026Q1: 33,400 shares; 2026Q2: 32,975 shares 32,975 $443K 0.01% -425 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: 5,095 shares; 2024Q4: 5,128 shares; 2025Q1: 5,924 shares; 2025Q2: 5,926 shares; 2025Q3: 4,977 shares; 2025Q4: 4,765 shares; 2026Q1: 4,783 shares; 2026Q2: 4,693 shares 4,693 $440K 0.01% -90 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: 16,282 shares; 2024Q4: 16,282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,000 shares; 2026Q2: 37,000 shares 37,000 $434K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,289 shares; 2024Q4: 6,887 shares; 2025Q1: 6,372 shares; 2025Q2: 6,215 shares; 2025Q3: 6,280 shares; 2025Q4: 5,932 shares; 2026Q1: 5,627 shares; 2026Q2: 5,612 shares 5,612 $433K 0.01% -15 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,669 shares; 2024Q4: 2,352 shares; 2025Q1: 2,299 shares; 2025Q2: 2,230 shares; 2025Q3: 2,235 shares; 2025Q4: 2,211 shares; 2026Q1: 2,107 shares; 2026Q2: 2,111 shares 2,111 $433K 0.01% +4 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,416 shares; 2024Q4: 14,935 shares; 2025Q1: 10,599 shares; 2025Q2: 10,181 shares; 2025Q3: 9,688 shares; 2025Q4: 7,482 shares; 2026Q1: 5,284 shares; 2026Q2: 3,412 shares 3,412 $430K 0.01% -1,872 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,326 shares; 2024Q4: 7,267 shares; 2025Q1: 6,627 shares; 2025Q2: 6,409 shares; 2025Q3: 5,340 shares; 2025Q4: 5,290 shares; 2026Q1: 5,146 shares; 2026Q2: 4,707 shares 4,707 $429K 0.01% -439 Timeline PHO 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: 6,230 shares; 2024Q4: 5,955 shares; 2025Q1: 5,955 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares; 2026Q1: 6,075 shares; 2026Q2: 6,211 shares 6,211 $429K 0.01% +136 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,103 shares; 2024Q4: 6,193 shares; 2025Q1: 6,071 shares; 2025Q2: 6,169 shares; 2025Q3: 6,168 shares; 2025Q4: 6,168 shares; 2026Q1: 6,118 shares; 2026Q2: 5,985 shares 5,985 $429K 0.01% -133 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,830 shares 2,830 $427K 0.01% new 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: 2,676 shares; 2024Q4: 1,372 shares; 2025Q1: 1,354 shares; 2025Q2: 9,185 shares; 2025Q3: 9,311 shares; 2025Q4: 8,646 shares; 2026Q1: 7,142 shares; 2026Q2: 5,796 shares 5,796 $425K 0.01% -1,346 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: 27,793 shares; 2024Q4: 27,793 shares; 2025Q1: 23,559 shares; 2025Q2: 17,587 shares; 2025Q3: 17,059 shares; 2025Q4: 17,059 shares; 2026Q1: 20,159 shares; 2026Q2: 22,204 shares 22,204 $425K 0.01% +2,045 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: 3,112 shares; 2024Q4: 4,739 shares; 2025Q1: 4,159 shares; 2025Q2: 4,659 shares; 2025Q3: 3,414 shares; 2025Q4: 3,037 shares; 2026Q1: 2,762 shares; 2026Q2: 2,762 shares 2,762 $424K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,500 shares; 2026Q2: 31,500 shares 31,500 $416K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,723 shares; 2024Q4: 11,404 shares; 2025Q1: 10,531 shares; 2025Q2: 10,481 shares; 2025Q3: 10,413 shares; 2025Q4: 9,486 shares; 2026Q1: 9,127 shares; 2026Q2: 9,142 shares 9,142 $412K 0.01% +15 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,436 shares; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,378 shares; 2026Q1: 1,378 shares; 2026Q2: 1,378 shares 1,378 $412K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,891 shares; 2024Q4: 4,891 shares; 2025Q1: 4,891 shares; 2025Q2: 5,074 shares; 2025Q3: 5,074 shares; 2025Q4: 4,766 shares; 2026Q1: 4,741 shares; 2026Q2: 4,754 shares 4,754 $411K 0.01% +13 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: 8,957 shares; 2024Q4: 7,573 shares; 2025Q1: 7,315 shares; 2025Q2: 6,956 shares; 2025Q3: 7,356 shares; 2025Q4: 7,356 shares; 2026Q1: 7,356 shares; 2026Q2: 7,356 shares 7,356 $410K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,056 shares; 2024Q4: 2,654 shares; 2025Q1: 2,339 shares; 2025Q2: 1,781 shares; 2025Q3: 1,730 shares; 2025Q4: 3,054 shares; 2026Q1: 2,685 shares; 2026Q2: 3,620 shares 3,620 $407K 0.01% +935 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,691 shares; 2024Q4: 3,913 shares; 2025Q1: 8,153 shares; 2025Q2: 12,132 shares; 2025Q3: 10,683 shares; 2025Q4: 17,085 shares; 2026Q1: 16,420 shares; 2026Q2: 20,633 shares 20,633 $405K 0.01% +4,213 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,354 shares; 2025Q4: 1,357 shares; 2026Q1: 1,357 shares; 2026Q2: 1,369 shares 1,369 $404K 0.01% +12 Timeline