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: 240,017 shares; 2024Q4: 235,476 shares; 2025Q1: 247,806 shares; 2025Q2: 252,148 shares; 2025Q3: 259,610 shares; 2025Q4: 266,263 shares; 2026Q1: 279,303 shares; 2026Q2: 287,380 shares 287,380 $195M 3.91% +8,077 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: 505,547 shares; 2024Q4: 508,376 shares; 2025Q1: 510,979 shares; 2025Q2: 542,975 shares; 2025Q3: 552,621 shares; 2025Q4: 548,367 shares; 2026Q1: 565,843 shares; 2026Q2: 655,205 shares 655,205 $137M 2.74% +89,362 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: 331,041 shares; 2024Q4: 337,185 shares; 2025Q1: 355,235 shares; 2025Q2: 360,503 shares; 2025Q3: 379,803 shares; 2025Q4: 386,482 shares; 2026Q1: 1,616,123 shares; 2026Q2: 1,696,716 shares 1,696,716 $136M 2.73% +80,593 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,004 shares; 2024Q4: 254,537 shares; 2025Q1: 258,532 shares; 2025Q2: 265,692 shares; 2025Q3: 282,044 shares; 2025Q4: 294,046 shares; 2026Q1: 301,461 shares; 2026Q2: 336,798 shares 336,798 $108M 2.17% +35,337 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: 998,001 shares; 2024Q4: 1,014,132 shares; 2025Q1: 1,053,480 shares; 2025Q2: 1,081,221 shares; 2025Q3: 1,089,188 shares; 2025Q4: 1,086,999 shares; 2026Q1: 1,105,861 shares; 2026Q2: 1,149,698 shares 1,149,698 $92.8M 1.86% +43,837 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: 1,937,043 shares; 2024Q4: 1,988,283 shares; 2025Q1: 2,002,619 shares; 2025Q2: 2,002,738 shares; 2025Q3: 2,038,356 shares; 2025Q4: 2,046,751 shares; 2026Q1: 2,066,758 shares; 2026Q2: 2,073,101 shares 2,073,101 $80.4M 1.61% +6,343 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: 150,117 shares; 2024Q4: 139,410 shares; 2025Q1: 148,917 shares; 2025Q2: 148,302 shares; 2025Q3: 147,488 shares; 2025Q4: 148,649 shares; 2026Q1: 904,369 shares; 2026Q2: 932,446 shares 932,446 $78.1M 1.57% +28,077 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: 166,634 shares; 2024Q4: 160,952 shares; 2025Q1: 160,117 shares; 2025Q2: 160,096 shares; 2025Q3: 158,107 shares; 2025Q4: 156,234 shares; 2026Q1: 158,667 shares; 2026Q2: 152,340 shares 152,340 $74.8M 1.5% -6,327 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: 3,220,289 shares; 2024Q4: 3,287,145 shares; 2025Q1: 3,279,899 shares; 2025Q2: 3,277,148 shares; 2025Q3: 3,339,506 shares; 2025Q4: 3,383,649 shares; 2026Q1: 3,434,858 shares; 2026Q2: 3,426,520 shares 3,426,520 $70M 1.4% -8,338 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: 924,341 shares; 2024Q4: 873,933 shares; 2025Q1: 902,019 shares; 2025Q2: 898,676 shares; 2025Q3: 905,814 shares; 2025Q4: 912,621 shares; 2026Q1: 894,279 shares; 2026Q2: 902,005 shares 902,005 $68.1M 1.36% +7,726 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: 86,115 shares; 2024Q4: 84,818 shares; 2025Q1: 82,828 shares; 2025Q2: 82,514 shares; 2025Q3: 76,246 shares; 2025Q4: 76,931 shares; 2026Q1: 78,150 shares; 2026Q2: 84,325 shares 84,325 $62.2M 1.25% +6,175 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: 136,109 shares; 2024Q4: 141,711 shares; 2025Q1: 148,052 shares; 2025Q2: 151,140 shares; 2025Q3: 160,937 shares; 2025Q4: 172,254 shares; 2026Q1: 182,750 shares; 2026Q2: 192,065 shares 192,065 $56.6M 1.13% +9,315 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: 1,330,681 shares; 2024Q4: 1,385,656 shares; 2025Q1: 1,466,650 shares; 2025Q2: 1,507,013 shares; 2025Q3: 1,630,767 shares; 2025Q4: 1,735,246 shares; 2026Q1: 1,835,007 shares; 2026Q2: 1,926,721 shares 1,926,721 $56M 1.12% +91,714 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538,046 shares; 2024Q4: 564,580 shares; 2025Q1: 606,403 shares; 2025Q2: 621,980 shares; 2025Q3: 652,443 shares; 2025Q4: 667,600 shares; 2026Q1: 681,445 shares; 2026Q2: 684,518 shares 684,518 $55.1M 1.1% +3,073 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: 92,018 shares; 2024Q4: 105,099 shares; 2025Q1: 112,248 shares; 2025Q2: 116,793 shares; 2025Q3: 121,408 shares; 2025Q4: 122,695 shares; 2026Q1: 132,466 shares; 2026Q2: 141,534 shares 141,534 $54M 1.08% +9,068 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: 55,696 shares; 2024Q4: 56,927 shares; 2025Q1: 60,688 shares; 2025Q2: 59,917 shares; 2025Q3: 60,794 shares; 2025Q4: 65,257 shares; 2026Q1: 67,153 shares; 2026Q2: 69,596 shares 69,596 $51.6M 1.03% +2,443 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: 72,285 shares; 2024Q4: 122,381 shares; 2025Q1: 84,875 shares; 2025Q2: 90,712 shares; 2025Q3: 104,972 shares; 2025Q4: 116,165 shares; 2026Q1: 127,824 shares; 2026Q2: 140,126 shares 140,126 $51.1M 1.02% +12,302 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 946,950 shares; 2024Q4: 980,802 shares; 2025Q1: 1,005,284 shares; 2025Q2: 1,038,957 shares; 2025Q3: 1,060,150 shares; 2025Q4: 1,065,577 shares; 2026Q1: 1,092,697 shares; 2026Q2: 1,118,988 shares 1,118,988 $46.2M 0.93% +26,291 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: 76,191 shares; 2024Q4: 83,852 shares; 2025Q1: 77,685 shares; 2025Q2: 76,174 shares; 2025Q3: 76,099 shares; 2025Q4: 76,386 shares; 2026Q1: 76,227 shares; 2026Q2: 80,384 shares 80,384 $43.4M 0.87% +4,157 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,253,676 shares; 2024Q4: 1,500,148 shares; 2025Q1: 1,640,244 shares; 2025Q2: 1,552,512 shares; 2025Q3: 1,385,894 shares; 2025Q4: 1,356,567 shares; 2026Q1: 1,276,156 shares; 2026Q2: 1,102,852 shares 1,102,852 $42.2M 0.85% -173,304 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: 300,124 shares; 2024Q4: 268,107 shares; 2025Q1: 269,033 shares; 2025Q2: 267,140 shares; 2025Q3: 265,321 shares; 2025Q4: 263,342 shares; 2026Q1: 255,119 shares; 2026Q2: 251,143 shares 251,143 $41.4M 0.83% -3,976 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: 120,101 shares; 2024Q4: 127,571 shares; 2025Q1: 126,671 shares; 2025Q2: 130,731 shares; 2025Q3: 134,174 shares; 2025Q4: 142,942 shares; 2026Q1: 154,119 shares; 2026Q2: 170,152 shares 170,152 $39.8M 0.8% +16,033 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615,663 shares; 2024Q4: 654,216 shares; 2025Q1: 726,877 shares; 2025Q2: 780,586 shares; 2025Q3: 858,778 shares; 2025Q4: 951,922 shares; 2026Q1: 1,016,853 shares; 2026Q2: 1,096,057 shares 1,096,057 $38.6M 0.77% +79,204 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: 954,374 shares; 2024Q4: 952,316 shares; 2025Q1: 923,974 shares; 2025Q2: 923,376 shares; 2025Q3: 881,293 shares; 2025Q4: 862,871 shares; 2026Q1: 897,015 shares; 2026Q2: 869,885 shares 869,885 $38.3M 0.77% -27,130 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: 83,338 shares; 2024Q4: 82,549 shares; 2025Q1: 83,653 shares; 2025Q2: 84,731 shares; 2025Q3: 86,675 shares; 2025Q4: 87,232 shares; 2026Q1: 93,677 shares; 2026Q2: 96,420 shares 96,420 $33.7M 0.68% +2,743 Timeline AVLV 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: 290,000 shares; 2024Q4: 314,439 shares; 2025Q1: 327,396 shares; 2025Q2: 323,762 shares; 2025Q3: 339,702 shares; 2025Q4: 340,014 shares; 2026Q1: 346,993 shares; 2026Q2: 358,021 shares 358,021 $32.8M 0.66% +11,028 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527,638 shares; 2024Q4: 564,830 shares; 2025Q1: 898,662 shares; 2025Q2: 928,831 shares; 2025Q3: 951,935 shares; 2025Q4: 966,352 shares; 2026Q1: 969,307 shares; 2026Q2: 1,109,222 shares 1,109,222 $31.7M 0.63% +139,915 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: 49,565 shares; 2024Q4: 44,343 shares; 2025Q1: 44,380 shares; 2025Q2: 44,902 shares; 2025Q3: 44,747 shares; 2025Q4: 45,582 shares; 2026Q1: 45,646 shares; 2026Q2: 45,473 shares 45,473 $31.3M 0.63% -173 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 434,950 shares; 2024Q4: 470,148 shares; 2025Q1: 499,086 shares; 2025Q2: 485,256 shares; 2025Q3: 492,789 shares; 2025Q4: 518,662 shares; 2026Q1: 569,762 shares; 2026Q2: 596,458 shares 596,458 $31M 0.62% +26,696 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: 33,938 shares; 2024Q4: 34,013 shares; 2025Q1: 37,211 shares; 2025Q2: 37,662 shares; 2025Q3: 37,690 shares; 2025Q4: 40,012 shares; 2026Q1: 41,090 shares; 2026Q2: 42,826 shares 42,826 $29.6M 0.59% +1,736 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,738 shares; 2024Q4: 488,433 shares; 2025Q1: 581,232 shares; 2025Q2: 623,632 shares; 2025Q3: 693,471 shares; 2025Q4: 764,320 shares; 2026Q1: 821,213 shares; 2026Q2: 860,517 shares 860,517 $29.5M 0.59% +39,304 Timeline GBIL 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: 193,003 shares; 2024Q4: 328,175 shares; 2025Q1: 139,655 shares; 2025Q2: 188,555 shares; 2025Q3: 194,825 shares; 2025Q4: 195,548 shares; 2026Q1: 255,434 shares; 2026Q2: 290,885 shares 290,885 $29.1M 0.58% +35,451 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,627 shares; 2024Q4: 204,861 shares; 2025Q1: 215,682 shares; 2025Q2: 220,386 shares; 2025Q3: 216,024 shares; 2025Q4: 218,141 shares; 2026Q1: 222,642 shares; 2026Q2: 229,401 shares 229,401 $29.1M 0.58% +6,759 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: 187,332 shares; 2024Q4: 194,490 shares; 2025Q1: 214,715 shares; 2025Q2: 214,637 shares; 2025Q3: 222,680 shares; 2025Q4: 219,548 shares; 2026Q1: 217,672 shares; 2026Q2: 232,700 shares 232,700 $29M 0.58% +15,028 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480,449 shares; 2024Q4: 486,257 shares; 2025Q1: 471,522 shares; 2025Q2: 479,620 shares; 2025Q3: 486,899 shares; 2025Q4: 479,604 shares; 2026Q1: 486,668 shares; 2026Q2: 488,733 shares 488,733 $28.1M 0.56% +2,065 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: 178,729 shares; 2024Q4: 208,621 shares; 2025Q1: 213,584 shares; 2025Q2: 217,317 shares; 2025Q3: 219,148 shares; 2025Q4: 221,116 shares; 2026Q1: 224,085 shares; 2026Q2: 225,726 shares 225,726 $28.1M 0.56% +1,641 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: 63,801 shares; 2024Q4: 66,071 shares; 2025Q1: 72,892 shares; 2025Q2: 76,995 shares; 2025Q3: 77,671 shares; 2025Q4: 78,777 shares; 2026Q1: 83,884 shares; 2026Q2: 87,295 shares 87,295 $27.7M 0.56% +3,411 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: 120,523 shares; 2024Q4: 118,936 shares; 2025Q1: 120,964 shares; 2025Q2: 120,897 shares; 2025Q3: 120,964 shares; 2025Q4: 119,698 shares; 2026Q1: 125,560 shares; 2026Q2: 124,577 shares 124,577 $27.4M 0.55% -983 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490,097 shares; 2024Q4: 464,191 shares; 2025Q1: 507,039 shares; 2025Q2: 529,986 shares; 2025Q3: 563,787 shares; 2025Q4: 592,456 shares; 2026Q1: 633,761 shares; 2026Q2: 665,070 shares 665,070 $27.4M 0.55% +31,309 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: 57,324 shares; 2024Q4: 84,232 shares; 2025Q1: 82,336 shares; 2025Q2: 76,065 shares; 2025Q3: 73,337 shares; 2025Q4: 76,155 shares; 2026Q1: 79,616 shares; 2026Q2: 83,884 shares 83,884 $26.7M 0.54% +4,268 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436,570 shares; 2024Q4: 444,221 shares; 2025Q1: 499,121 shares; 2025Q2: 529,286 shares; 2025Q3: 553,018 shares; 2025Q4: 582,498 shares; 2026Q1: 604,385 shares; 2026Q2: 660,692 shares 660,692 $24.6M 0.49% +56,307 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: 11,218 shares; 2024Q4: 11,416 shares; 2025Q1: 11,408 shares; 2025Q2: 12,869 shares; 2025Q3: 30,221 shares; 2025Q4: 31,833 shares; 2026Q1: 32,915 shares; 2026Q2: 38,735 shares 38,735 $23.5M 0.47% +5,820 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: 274,548 shares; 2024Q4: 270,781 shares; 2025Q1: 277,664 shares; 2025Q2: 273,177 shares; 2025Q3: 267,535 shares; 2025Q4: 261,638 shares; 2026Q1: 253,322 shares; 2026Q2: 251,069 shares 251,069 $23.4M 0.47% -2,253 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491,622 shares; 2024Q4: 506,442 shares; 2025Q1: 502,340 shares; 2025Q2: 513,144 shares; 2025Q3: 542,265 shares; 2025Q4: 554,711 shares; 2026Q1: 572,540 shares; 2026Q2: 594,768 shares 594,768 $23.3M 0.47% +22,228 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: 9,170 shares; 2024Q4: 9,366 shares; 2025Q1: 16,469 shares; 2025Q2: 18,152 shares; 2025Q3: 19,664 shares; 2025Q4: 20,794 shares; 2026Q1: 25,521 shares; 2026Q2: 23,483 shares 23,483 $23.3M 0.47% -2,038 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: 139,441 shares; 2024Q4: 143,027 shares; 2025Q1: 152,684 shares; 2025Q2: 151,744 shares; 2025Q3: 151,185 shares; 2025Q4: 152,921 shares; 2026Q1: 157,122 shares; 2026Q2: 158,057 shares 158,057 $22.9M 0.46% +935 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686,819 shares; 2024Q4: 727,955 shares; 2025Q1: 704,793 shares; 2025Q2: 669,643 shares; 2025Q3: 663,324 shares; 2025Q4: 644,660 shares; 2026Q1: 643,051 shares; 2026Q2: 631,244 shares 631,244 $22.9M 0.46% -11,807 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: 14,245 shares; 2024Q4: 15,641 shares; 2025Q1: 17,060 shares; 2025Q2: 19,884 shares; 2025Q3: 23,702 shares; 2025Q4: 26,289 shares; 2026Q1: 44,459 shares; 2026Q2: 57,458 shares 57,458 $22.6M 0.45% +12,999 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: 243,464 shares; 2024Q4: 245,745 shares; 2025Q1: 238,053 shares; 2025Q2: 237,090 shares; 2025Q3: 232,914 shares; 2025Q4: 236,527 shares; 2026Q1: 237,729 shares; 2026Q2: 233,680 shares 233,680 $22M 0.44% -4,049 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: 18,528 shares; 2024Q4: 18,897 shares; 2025Q1: 21,211 shares; 2025Q2: 21,322 shares; 2025Q3: 21,242 shares; 2025Q4: 21,404 shares; 2026Q1: 21,974 shares; 2026Q2: 18,216 shares 18,216 $21.6M 0.43% -3,758 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: 5,235 shares; 2024Q4: 223,862 shares; 2025Q1: 262,280 shares; 2025Q2: 295,314 shares; 2025Q3: 320,756 shares; 2025Q4: 362,648 shares; 2026Q1: 372,946 shares; 2026Q2: 382,036 shares 382,036 $21.6M 0.43% +9,090 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,961 shares; 2024Q4: 127,828 shares; 2025Q1: 155,368 shares; 2025Q2: 171,601 shares; 2025Q3: 190,906 shares; 2025Q4: 200,015 shares; 2026Q1: 210,052 shares; 2026Q2: 242,539 shares 242,539 $21.1M 0.42% +32,487 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: 334,956 shares; 2024Q4: 327,979 shares; 2025Q1: 312,567 shares; 2025Q2: 309,060 shares; 2025Q3: 306,236 shares; 2025Q4: 299,417 shares; 2026Q1: 279,287 shares; 2026Q2: 272,428 shares 272,428 $20.5M 0.41% -6,859 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548,474 shares; 2024Q4: 542,463 shares; 2025Q1: 530,853 shares; 2025Q2: 526,959 shares; 2025Q3: 510,713 shares; 2025Q4: 492,770 shares; 2026Q1: 486,383 shares; 2026Q2: 482,284 shares 482,284 $19.8M 0.4% -4,099 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,100 shares; 2024Q4: 325,345 shares; 2025Q1: 358,841 shares; 2025Q2: 377,883 shares; 2025Q3: 382,747 shares; 2025Q4: 410,406 shares; 2026Q1: 430,624 shares; 2026Q2: 471,187 shares 471,187 $19.5M 0.39% +40,563 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,744 shares; 2024Q4: 303,637 shares; 2025Q1: 398,343 shares; 2025Q2: 447,866 shares; 2025Q3: 515,495 shares; 2025Q4: 505,089 shares; 2026Q1: 409,458 shares; 2026Q2: 383,636 shares 383,636 $19.4M 0.39% -25,822 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: 60,973 shares; 2024Q4: 60,705 shares; 2025Q1: 67,926 shares; 2025Q2: 71,485 shares; 2025Q3: 95,747 shares; 2025Q4: 127,529 shares; 2026Q1: 264,935 shares; 2026Q2: 389,449 shares 389,449 $19.3M 0.39% +124,514 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,596 shares; 2024Q4: 83,360 shares; 2025Q1: 89,183 shares; 2025Q2: 89,990 shares; 2025Q3: 93,626 shares; 2025Q4: 95,372 shares; 2026Q1: 99,610 shares; 2026Q2: 99,464 shares 99,464 $18.8M 0.38% -146 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: 81,881 shares; 2024Q4: 82,422 shares; 2025Q1: 83,022 shares; 2025Q2: 83,409 shares; 2025Q3: 85,902 shares; 2025Q4: 87,092 shares; 2026Q1: 89,943 shares; 2026Q2: 92,306 shares 92,306 $18.7M 0.37% +2,363 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,485 shares; 2024Q4: 207,363 shares; 2025Q1: 213,794 shares; 2025Q2: 186,588 shares; 2025Q3: 203,219 shares; 2025Q4: 242,492 shares; 2026Q1: 300,750 shares; 2026Q2: 341,081 shares 341,081 $17.8M 0.36% +40,331 Timeline FDM 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: 185,700 shares; 2024Q4: 187,715 shares; 2025Q1: 191,012 shares; 2025Q2: 190,698 shares; 2025Q3: 191,324 shares; 2025Q4: 190,478 shares; 2026Q1: 192,065 shares; 2026Q2: 192,679 shares 192,679 $17.4M 0.35% +614 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: 746,264 shares; 2024Q4: 732,796 shares; 2025Q1: 679,533 shares; 2025Q2: 642,674 shares; 2025Q3: 630,692 shares; 2025Q4: 612,523 shares; 2026Q1: 553,531 shares; 2026Q2: 530,550 shares 530,550 $17.4M 0.35% -22,981 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164,361 shares; 2025Q4: 243,452 shares; 2026Q1: 372,401 shares; 2026Q2: 584,138 shares 584,138 $17.1M 0.34% +211,737 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,743 shares; 2024Q4: 8,532 shares; 2025Q1: 10,044 shares; 2025Q2: 107,504 shares; 2025Q3: 119,096 shares; 2025Q4: 144,392 shares; 2026Q1: 174,038 shares; 2026Q2: 215,667 shares 215,667 $16.4M 0.33% +41,629 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,328 shares; 2024Q4: 358,142 shares; 2025Q1: 339,243 shares; 2025Q2: 333,735 shares; 2025Q3: 343,666 shares; 2025Q4: 343,402 shares; 2026Q1: 333,381 shares; 2026Q2: 337,596 shares 337,596 $16.2M 0.32% +4,215 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,630 shares; 2024Q4: 256,369 shares; 2025Q1: 290,942 shares; 2025Q2: 289,422 shares; 2025Q3: 429,805 shares; 2025Q4: 422,444 shares; 2026Q1: 408,338 shares; 2026Q2: 392,282 shares 392,282 $16.2M 0.32% -16,056 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,564 shares; 2024Q4: 335,230 shares; 2025Q1: 367,535 shares; 2025Q2: 399,933 shares; 2025Q3: 453,290 shares; 2025Q4: 481,092 shares; 2026Q1: 535,880 shares; 2026Q2: 587,036 shares 587,036 $15.9M 0.32% +51,156 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: 48,141 shares; 2024Q4: 47,245 shares; 2025Q1: 91,518 shares; 2025Q2: 91,658 shares; 2025Q3: 85,085 shares; 2025Q4: 90,062 shares; 2026Q1: 96,599 shares; 2026Q2: 96,010 shares 96,010 $15.5M 0.31% -589 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: 30,691 shares; 2024Q4: 34,890 shares; 2025Q1: 38,842 shares; 2025Q2: 52,521 shares; 2025Q3: 51,873 shares; 2025Q4: 51,655 shares; 2026Q1: 58,582 shares; 2026Q2: 59,244 shares 59,244 $15.2M 0.3% +662 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,313 shares; 2025Q3: 76,140 shares; 2025Q4: 96,409 shares; 2026Q1: 98,727 shares; 2026Q2: 101,550 shares 101,550 $15.2M 0.3% +2,823 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,965 shares; 2024Q4: 383,282 shares; 2025Q1: 394,604 shares; 2025Q2: 396,169 shares; 2025Q3: 411,215 shares; 2025Q4: 391,347 shares; 2026Q1: 373,652 shares; 2026Q2: 372,554 shares 372,554 $15M 0.3% -1,098 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: 260,666 shares; 2024Q4: 280,153 shares; 2025Q1: 295,707 shares; 2025Q2: 317,729 shares; 2025Q3: 344,277 shares; 2025Q4: 358,920 shares; 2026Q1: 383,506 shares; 2026Q2: 447,094 shares 447,094 $14.9M 0.3% +63,588 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: 53,633 shares; 2024Q4: 53,637 shares; 2025Q1: 53,642 shares; 2025Q2: 53,650 shares; 2025Q3: 53,692 shares; 2025Q4: 53,689 shares; 2026Q1: 53,749 shares; 2026Q2: 54,741 shares 54,741 $13.5M 0.27% +992 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,292 shares; 2024Q4: 42,360 shares; 2025Q1: 40,258 shares; 2025Q2: 40,339 shares; 2025Q3: 41,168 shares; 2025Q4: 41,119 shares; 2026Q1: 40,975 shares; 2026Q2: 40,948 shares 40,948 $12.9M 0.26% -27 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,375 shares; 2024Q4: 399,580 shares; 2025Q1: 459,067 shares; 2025Q2: 470,634 shares; 2025Q3: 492,986 shares; 2025Q4: 489,917 shares; 2026Q1: 510,491 shares; 2026Q2: 522,596 shares 522,596 $12.8M 0.26% +12,105 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: 37,289 shares; 2024Q4: 35,550 shares; 2025Q1: 36,696 shares; 2025Q2: 37,932 shares; 2025Q3: 37,774 shares; 2025Q4: 36,649 shares; 2026Q1: 36,310 shares; 2026Q2: 36,344 shares 36,344 $12.8M 0.26% +34 Timeline DEXC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,685 shares; 2025Q2: 33,092 shares; 2025Q3: 105,050 shares; 2025Q4: 122,816 shares; 2026Q1: 140,664 shares; 2026Q2: 159,601 shares 159,601 $12.1M 0.24% +18,937 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,359 shares; 2024Q4: 47,693 shares; 2025Q1: 45,292 shares; 2025Q2: 45,592 shares; 2025Q3: 45,216 shares; 2025Q4: 45,176 shares; 2026Q1: 43,314 shares; 2026Q2: 41,805 shares 41,805 $11.9M 0.24% -1,509 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,994 shares; 2024Q4: 83,470 shares; 2025Q1: 87,554 shares; 2025Q2: 89,205 shares; 2025Q3: 92,277 shares; 2025Q4: 102,119 shares; 2026Q1: 107,332 shares; 2026Q2: 122,421 shares 122,421 $11.4M 0.23% +15,089 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: 148,626 shares; 2024Q4: 191,598 shares; 2025Q1: 187,997 shares; 2025Q2: 139,593 shares; 2025Q3: 143,308 shares; 2025Q4: 175,388 shares; 2026Q1: 176,906 shares; 2026Q2: 154,951 shares 154,951 $11.2M 0.22% -21,955 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: 63,489 shares; 2024Q4: 64,685 shares; 2025Q1: 65,280 shares; 2025Q2: 65,426 shares; 2025Q3: 64,841 shares; 2025Q4: 65,151 shares; 2026Q1: 67,118 shares; 2026Q2: 69,524 shares 69,524 $10.9M 0.22% +2,406 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,430 shares; 2024Q4: 71,075 shares; 2025Q1: 67,754 shares; 2025Q2: 67,222 shares; 2025Q3: 66,804 shares; 2025Q4: 66,889 shares; 2026Q1: 65,296 shares; 2026Q2: 79,292 shares 79,292 $10.8M 0.22% +13,996 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: 5,913 shares; 2024Q4: 6,489 shares; 2025Q1: 7,675 shares; 2025Q2: 8,535 shares; 2025Q3: 8,574 shares; 2025Q4: 9,286 shares; 2026Q1: 10,180 shares; 2026Q2: 10,342 shares 10,342 $10.7M 0.21% +162 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482,027 shares; 2024Q4: 507,374 shares; 2025Q1: 538,042 shares; 2025Q2: 564,302 shares; 2025Q3: 571,957 shares; 2025Q4: 575,641 shares; 2026Q1: 575,626 shares; 2026Q2: 571,386 shares 571,386 $10.6M 0.21% -4,240 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: 32,406 shares; 2024Q4: 32,346 shares; 2025Q1: 32,101 shares; 2025Q2: 32,965 shares; 2025Q3: 35,308 shares; 2025Q4: 35,481 shares; 2026Q1: 35,453 shares; 2026Q2: 36,238 shares 36,238 $10.6M 0.21% +785 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152,000 shares 152,000 $10.4M 0.21% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,796 shares; 2024Q4: 198,428 shares; 2025Q1: 200,993 shares; 2025Q2: 200,549 shares; 2025Q3: 201,755 shares; 2025Q4: 202,300 shares; 2026Q1: 203,464 shares; 2026Q2: 201,280 shares 201,280 $10.3M 0.21% -2,184 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: 44,525 shares; 2024Q4: 89,051 shares; 2025Q1: 88,432 shares; 2025Q2: 88,528 shares; 2025Q3: 88,363 shares; 2025Q4: 88,089 shares; 2026Q1: 88,042 shares; 2026Q2: 88,052 shares 88,052 $10.2M 0.2% +10 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: 16,595 shares; 2024Q4: 15,090 shares; 2025Q1: 16,896 shares; 2025Q2: 17,379 shares; 2025Q3: 18,192 shares; 2025Q4: 18,006 shares; 2026Q1: 18,959 shares; 2026Q2: 31,794 shares 31,794 $10.2M 0.2% +12,835 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,454 shares; 2024Q4: 69,524 shares; 2025Q1: 70,237 shares; 2025Q2: 69,615 shares; 2025Q3: 71,596 shares; 2025Q4: 71,341 shares; 2026Q1: 72,627 shares; 2026Q2: 71,639 shares 71,639 $10.1M 0.2% -988 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: 109,071 shares; 2024Q4: 107,495 shares; 2025Q1: 109,285 shares; 2025Q2: 105,237 shares; 2025Q3: 103,895 shares; 2025Q4: 100,672 shares; 2026Q1: 102,403 shares; 2026Q2: 104,106 shares 104,106 $9.97M 0.2% +1,703 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: 111,782 shares; 2024Q4: 109,545 shares; 2025Q1: 126,159 shares; 2025Q2: 116,922 shares; 2025Q3: 117,072 shares; 2025Q4: 120,351 shares; 2026Q1: 123,456 shares; 2026Q2: 142,721 shares 142,721 $9.96M 0.2% +19,265 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: 83,694 shares; 2024Q4: 83,065 shares; 2025Q1: 82,915 shares; 2025Q2: 84,983 shares; 2025Q3: 88,193 shares; 2025Q4: 85,588 shares; 2026Q1: 90,673 shares; 2026Q2: 94,696 shares 94,696 $9.74M 0.2% +4,023 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,836 shares; 2024Q4: 418,000 shares; 2025Q1: 424,155 shares; 2025Q2: 432,383 shares; 2025Q3: 433,173 shares; 2025Q4: 448,940 shares; 2026Q1: 438,083 shares; 2026Q2: 468,773 shares 468,773 $9.7M 0.19% +30,690 Timeline DFSD 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: 127,681 shares; 2024Q4: 135,612 shares; 2025Q1: 148,626 shares; 2025Q2: 156,277 shares; 2025Q3: 162,149 shares; 2025Q4: 167,331 shares; 2026Q1: 176,834 shares; 2026Q2: 205,637 shares 205,637 $9.7M 0.19% +28,803 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: 15,269 shares; 2024Q4: 15,321 shares; 2025Q1: 35,512 shares; 2025Q2: 36,099 shares; 2025Q3: 37,589 shares; 2025Q4: 40,989 shares; 2026Q1: 38,312 shares; 2026Q2: 40,106 shares 40,106 $9.52M 0.19% +1,794 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 904,114 shares; 2024Q4: 921,417 shares; 2025Q1: 984,289 shares; 2025Q2: 1,030,744 shares; 2025Q3: 1,037,324 shares; 2025Q4: 1,050,961 shares; 2026Q1: 1,064,177 shares; 2026Q2: 1,043,303 shares 1,043,303 $9.5M 0.19% -20,874 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,012 shares; 2024Q4: 396,747 shares; 2025Q1: 411,160 shares; 2025Q2: 422,228 shares; 2025Q3: 462,025 shares; 2025Q4: 464,884 shares; 2026Q1: 472,233 shares; 2026Q2: 499,130 shares 499,130 $8.86M 0.18% +26,897 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: 4,667 shares; 2024Q4: 5,435 shares; 2025Q1: 5,637 shares; 2025Q2: 5,975 shares; 2025Q3: 7,842 shares; 2025Q4: 7,758 shares; 2026Q1: 9,206 shares; 2026Q2: 9,537 shares 9,537 $8.83M 0.18% +331 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,979 shares; 2024Q4: 84,099 shares; 2025Q1: 106,461 shares; 2025Q2: 110,268 shares; 2025Q3: 122,176 shares; 2025Q4: 124,908 shares; 2026Q1: 127,760 shares; 2026Q2: 133,388 shares 133,388 $8.82M 0.18% +5,628 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: 14,154 shares; 2024Q4: 16,853 shares; 2025Q1: 16,760 shares; 2025Q2: 18,336 shares; 2025Q3: 19,760 shares; 2025Q4: 19,811 shares; 2026Q1: 22,678 shares; 2026Q2: 25,258 shares 25,258 $8.81M 0.18% +2,580 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: 27,980 shares; 2024Q4: 27,210 shares; 2025Q1: 28,692 shares; 2025Q2: 28,558 shares; 2025Q3: 28,383 shares; 2025Q4: 28,149 shares; 2026Q1: 29,063 shares; 2026Q2: 28,771 shares 28,771 $8.76M 0.18% -292 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223 shares; 2024Q4: 1,747 shares; 2025Q1: 1,251 shares; 2025Q2: 1,598 shares; 2025Q3: 1,819 shares; 2025Q4: 2,017 shares; 2026Q1: 2,726 shares; 2026Q2: 20,842 shares 20,842 $8.59M 0.17% +18,116 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: 102,978 shares; 2024Q4: 116,352 shares; 2025Q1: 116,258 shares; 2025Q2: 83,332 shares; 2025Q3: 83,015 shares; 2025Q4: 94,763 shares; 2026Q1: 102,028 shares; 2026Q2: 87,947 shares 87,947 $8.56M 0.17% -14,081 Timeline DFVX 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: 79,069 shares; 2024Q4: 81,109 shares; 2025Q1: 83,942 shares; 2025Q2: 86,730 shares; 2025Q3: 88,678 shares; 2025Q4: 91,421 shares; 2026Q1: 95,059 shares; 2026Q2: 104,531 shares 104,531 $8.55M 0.17% +9,472 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,909 shares; 2024Q4: 60,268 shares; 2025Q1: 60,216 shares; 2025Q2: 59,810 shares; 2025Q3: 59,944 shares; 2025Q4: 58,809 shares; 2026Q1: 60,065 shares; 2026Q2: 59,338 shares 59,338 $8.48M 0.17% -727 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: not reported; 2024Q4: not reported; 2025Q1: 51,498 shares; 2025Q2: 87,027 shares; 2025Q3: 94,927 shares; 2025Q4: 105,038 shares; 2026Q1: 113,119 shares; 2026Q2: 144,055 shares 144,055 $8.43M 0.17% +30,936 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: 18,414 shares; 2024Q4: 18,910 shares; 2025Q1: 20,151 shares; 2025Q2: 20,530 shares; 2025Q3: 21,631 shares; 2025Q4: 25,249 shares; 2026Q1: 27,221 shares; 2026Q2: 32,061 shares 32,061 $8.43M 0.17% +4,840 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,752 shares; 2024Q4: 63,540 shares; 2025Q1: 71,290 shares; 2025Q2: 68,124 shares; 2025Q3: 70,806 shares; 2025Q4: 75,270 shares; 2026Q1: 86,283 shares; 2026Q2: 85,222 shares 85,222 $8.18M 0.16% -1,061 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: 78,926 shares; 2024Q4: 624,391 shares; 2025Q1: 495,020 shares; 2025Q2: 407,064 shares; 2025Q3: 239,483 shares; 2025Q4: 239,861 shares; 2026Q1: 239,027 shares; 2026Q2: 248,991 shares 248,991 $8.17M 0.16% +9,964 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: 48,946 shares; 2024Q4: 50,697 shares; 2025Q1: 56,301 shares; 2025Q2: 62,758 shares; 2025Q3: 68,691 shares; 2025Q4: 70,524 shares; 2026Q1: 74,312 shares; 2026Q2: 74,913 shares 74,913 $8.09M 0.16% +601 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: 17,436 shares; 2024Q4: 18,536 shares; 2025Q1: 20,658 shares; 2025Q2: 22,557 shares; 2025Q3: 23,348 shares; 2025Q4: 24,170 shares; 2026Q1: 27,399 shares; 2026Q2: 30,694 shares 30,694 $7.96M 0.16% +3,295 Timeline DISV 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: 209,694 shares; 2024Q4: 193,200 shares; 2025Q1: 172,136 shares; 2025Q2: 175,535 shares; 2025Q3: 177,481 shares; 2025Q4: 177,933 shares; 2026Q1: 178,851 shares; 2026Q2: 191,428 shares 191,428 $7.89M 0.16% +12,577 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: 82,347 shares; 2024Q4: 88,254 shares; 2025Q1: 85,458 shares; 2025Q2: 85,470 shares; 2025Q3: 87,761 shares; 2025Q4: 87,197 shares; 2026Q1: 87,598 shares; 2026Q2: 87,157 shares 87,157 $7.79M 0.16% -441 Timeline CSD 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: 62,753 shares; 2024Q4: 62,576 shares; 2025Q1: 62,478 shares; 2025Q2: 62,205 shares; 2025Q3: 60,747 shares; 2025Q4: 57,133 shares; 2026Q1: 56,931 shares; 2026Q2: 56,715 shares 56,715 $7.74M 0.16% -216 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: 26,675 shares; 2024Q4: 27,025 shares; 2025Q1: 26,345 shares; 2025Q2: 26,403 shares; 2025Q3: 26,318 shares; 2025Q4: 26,202 shares; 2026Q1: 29,553 shares; 2026Q2: 30,264 shares 30,264 $7.7M 0.15% +711 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: 32,219 shares; 2024Q4: 35,695 shares; 2025Q1: 38,138 shares; 2025Q2: 66,735 shares; 2025Q3: 65,582 shares; 2025Q4: 64,380 shares; 2026Q1: 61,782 shares; 2026Q2: 75,887 shares 75,887 $7.65M 0.15% +14,105 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: 29,789 shares; 2024Q4: 29,580 shares; 2025Q1: 31,787 shares; 2025Q2: 31,209 shares; 2025Q3: 31,215 shares; 2025Q4: 30,847 shares; 2026Q1: 31,427 shares; 2026Q2: 31,402 shares 31,402 $7.6M 0.15% -25 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,218 shares; 2024Q4: 148,932 shares; 2025Q1: 222,895 shares; 2025Q2: 202,740 shares; 2025Q3: 212,581 shares; 2025Q4: 242,412 shares; 2026Q1: 234,429 shares; 2026Q2: 216,201 shares 216,201 $7.56M 0.15% -18,228 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,090 shares; 2025Q4: 156,268 shares; 2026Q1: 200,078 shares; 2026Q2: 279,179 shares 279,179 $7.43M 0.15% +79,101 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,879 shares; 2024Q4: 56,929 shares; 2025Q1: 56,125 shares; 2025Q2: 55,784 shares; 2025Q3: 55,409 shares; 2025Q4: 54,873 shares; 2026Q1: 54,831 shares; 2026Q2: 54,293 shares 54,293 $7.38M 0.15% -538 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: 28,490 shares; 2024Q4: 28,455 shares; 2025Q1: 55,577 shares; 2025Q2: 61,845 shares; 2025Q3: 64,902 shares; 2025Q4: 64,486 shares; 2026Q1: 65,290 shares; 2026Q2: 67,086 shares 67,086 $7.3M 0.15% +1,796 Timeline EBI RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111,290 shares; 2025Q2: 111,311 shares; 2025Q3: 111,311 shares; 2025Q4: 111,311 shares; 2026Q1: 111,311 shares; 2026Q2: 111,311 shares 111,311 $7.26M 0.15% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,471 shares; 2024Q4: 41,967 shares; 2025Q1: 42,277 shares; 2025Q2: 42,119 shares; 2025Q3: 42,069 shares; 2025Q4: 43,046 shares; 2026Q1: 42,941 shares; 2026Q2: 42,054 shares 42,054 $7.22M 0.14% -887 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,854 shares; 2024Q4: 61,858 shares; 2025Q1: 87,906 shares; 2025Q2: 96,155 shares; 2025Q3: 103,513 shares; 2025Q4: 102,958 shares; 2026Q1: 108,248 shares; 2026Q2: 121,957 shares 121,957 $7.22M 0.14% +13,709 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: 49,197 shares; 2024Q4: 50,827 shares; 2025Q1: 47,959 shares; 2025Q2: 66,455 shares; 2025Q3: 75,042 shares; 2025Q4: 65,537 shares; 2026Q1: 63,224 shares; 2026Q2: 69,757 shares 69,757 $6.99M 0.14% +6,533 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: 17,630 shares; 2024Q4: 17,858 shares; 2025Q1: 16,749 shares; 2025Q2: 17,539 shares; 2025Q3: 17,878 shares; 2025Q4: 17,761 shares; 2026Q1: 17,396 shares; 2026Q2: 20,235 shares 20,235 $6.97M 0.14% +2,839 Timeline AYA AYA GOLD & SILVER INC More: the full row for AYA GOLD & SILVER 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: 344,000 shares 344,000 $6.86M 0.14% new 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: 25,406 shares; 2024Q4: 25,632 shares; 2025Q1: 25,256 shares; 2025Q2: 25,653 shares; 2025Q3: 25,690 shares; 2025Q4: 25,240 shares; 2026Q1: 24,327 shares; 2026Q2: 25,069 shares 25,069 $6.82M 0.14% +742 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: 16,106 shares; 2024Q4: 16,320 shares; 2025Q1: 17,530 shares; 2025Q2: 17,393 shares; 2025Q3: 17,419 shares; 2025Q4: 35,429 shares; 2026Q1: 36,571 shares; 2026Q2: 37,405 shares 37,405 $6.67M 0.13% +834 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,918 shares; 2024Q4: 55,368 shares; 2025Q1: 58,249 shares; 2025Q2: 60,957 shares; 2025Q3: 67,055 shares; 2025Q4: 66,008 shares; 2026Q1: 80,236 shares; 2026Q2: 91,190 shares 91,190 $6.58M 0.13% +10,954 Timeline DIHP 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: 149,885 shares; 2024Q4: 154,550 shares; 2025Q1: 164,017 shares; 2025Q2: 168,825 shares; 2025Q3: 171,639 shares; 2025Q4: 174,595 shares; 2026Q1: 178,931 shares; 2026Q2: 193,872 shares 193,872 $6.54M 0.13% +14,941 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: 46,305 shares; 2024Q4: 44,983 shares; 2025Q1: 45,894 shares; 2025Q2: 46,657 shares; 2025Q3: 47,545 shares; 2025Q4: 46,462 shares; 2026Q1: 48,749 shares; 2026Q2: 50,400 shares 50,400 $6.51M 0.13% +1,651 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745,472 shares; 2024Q4: 788,849 shares; 2025Q1: 788,963 shares; 2025Q2: 784,377 shares; 2025Q3: 716,004 shares; 2025Q4: 707,830 shares; 2026Q1: 683,151 shares; 2026Q2: 713,350 shares 713,350 $6.51M 0.13% +30,199 Timeline DFAR 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: 187,972 shares; 2024Q4: 193,519 shares; 2025Q1: 195,128 shares; 2025Q2: 199,596 shares; 2025Q3: 201,714 shares; 2025Q4: 213,268 shares; 2026Q1: 218,658 shares; 2026Q2: 239,698 shares 239,698 $6.43M 0.13% +21,040 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: 37,713 shares; 2024Q4: 40,198 shares; 2025Q1: 51,436 shares; 2025Q2: 56,512 shares; 2025Q3: 67,330 shares; 2025Q4: 66,717 shares; 2026Q1: 68,072 shares; 2026Q2: 59,014 shares 59,014 $6.4M 0.13% -9,058 Timeline AVIV 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: 100,962 shares; 2024Q4: 106,093 shares; 2025Q1: 95,488 shares; 2025Q2: 95,044 shares; 2025Q3: 84,365 shares; 2025Q4: 80,642 shares; 2026Q1: 79,638 shares; 2026Q2: 81,200 shares 81,200 $6.4M 0.13% +1,562 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: 40,076 shares; 2024Q4: 41,719 shares; 2025Q1: 43,703 shares; 2025Q2: 44,704 shares; 2025Q3: 45,993 shares; 2025Q4: 43,295 shares; 2026Q1: 41,261 shares; 2026Q2: 40,439 shares 40,439 $6.31M 0.13% -822 Timeline FTSL 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: 151,855 shares; 2024Q4: 151,844 shares; 2025Q1: 155,660 shares; 2025Q2: 150,820 shares; 2025Q3: 149,458 shares; 2025Q4: 138,333 shares; 2026Q1: 140,031 shares; 2026Q2: 140,891 shares 140,891 $6.29M 0.13% +860 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,154 shares; 2024Q4: 26,540 shares; 2025Q1: 29,265 shares; 2025Q2: 31,689 shares; 2025Q3: 31,752 shares; 2025Q4: 30,246 shares; 2026Q1: 34,059 shares; 2026Q2: 75,181 shares 75,181 $6.29M 0.13% +41,122 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: 12,606 shares; 2024Q4: 12,804 shares; 2025Q1: 13,084 shares; 2025Q2: 13,055 shares; 2025Q3: 13,126 shares; 2025Q4: 15,270 shares; 2026Q1: 15,274 shares; 2026Q2: 15,402 shares 15,402 $6.22M 0.12% +128 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: 10,283 shares; 2024Q4: 10,234 shares; 2025Q1: 9,969 shares; 2025Q2: 10,627 shares; 2025Q3: 10,174 shares; 2025Q4: 10,243 shares; 2026Q1: 9,957 shares; 2026Q2: 11,440 shares 11,440 $6.07M 0.12% +1,483 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: 33,423 shares; 2024Q4: 33,475 shares; 2025Q1: 33,774 shares; 2025Q2: 33,453 shares; 2025Q3: 34,810 shares; 2025Q4: 34,349 shares; 2026Q1: 37,952 shares; 2026Q2: 41,085 shares 41,085 $6.04M 0.12% +3,133 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,532 shares; 2025Q2: 15,395 shares; 2025Q3: 17,049 shares; 2025Q4: 16,936 shares; 2026Q1: 17,107 shares; 2026Q2: 18,599 shares 18,599 $5.95M 0.12% +1,492 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 97,716 shares; 2026Q2: 196,857 shares 196,857 $5.94M 0.12% +99,141 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: 72,801 shares; 2024Q4: 77,288 shares; 2025Q1: 64,237 shares; 2025Q2: 63,295 shares; 2025Q3: 56,964 shares; 2025Q4: 55,752 shares; 2026Q1: 55,610 shares; 2026Q2: 56,682 shares 56,682 $5.87M 0.12% +1,072 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,686 shares; 2024Q4: 138,340 shares; 2025Q1: 145,044 shares; 2025Q2: 142,021 shares; 2025Q3: 123,044 shares; 2025Q4: 115,661 shares; 2026Q1: 103,375 shares; 2026Q2: 91,695 shares 91,695 $5.84M 0.12% -11,680 Timeline MDYV 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: 36,880 shares; 2024Q4: 39,271 shares; 2025Q1: 46,998 shares; 2025Q2: 48,575 shares; 2025Q3: 54,427 shares; 2025Q4: 57,297 shares; 2026Q1: 60,547 shares; 2026Q2: 61,767 shares 61,767 $5.82M 0.12% +1,220 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,322 shares; 2024Q4: 38,044 shares; 2025Q1: 41,865 shares; 2025Q2: 42,262 shares; 2025Q3: 44,101 shares; 2025Q4: 46,819 shares; 2026Q1: 47,908 shares; 2026Q2: 48,298 shares 48,298 $5.75M 0.12% +390 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538,511 shares; 2024Q4: 546,958 shares; 2025Q1: 570,924 shares; 2025Q2: 588,652 shares; 2025Q3: 575,279 shares; 2025Q4: 548,082 shares; 2026Q1: 538,745 shares; 2026Q2: 532,185 shares 532,185 $5.69M 0.11% -6,560 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: 9,966 shares; 2024Q4: 9,934 shares; 2025Q1: 10,558 shares; 2025Q2: 9,877 shares; 2025Q3: 9,880 shares; 2025Q4: 10,174 shares; 2026Q1: 10,057 shares; 2026Q2: 47,876 shares 47,876 $5.68M 0.11% +37,819 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: 15,680 shares; 2024Q4: 19,699 shares; 2025Q1: 21,546 shares; 2025Q2: 21,600 shares; 2025Q3: 21,280 shares; 2025Q4: 22,942 shares; 2026Q1: 24,103 shares; 2026Q2: 27,405 shares 27,405 $5.66M 0.11% +3,302 Timeline DEHP 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: 128,072 shares; 2024Q4: 130,554 shares; 2025Q1: 134,577 shares; 2025Q2: 136,103 shares; 2025Q3: 137,269 shares; 2025Q4: 136,942 shares; 2026Q1: 137,337 shares; 2026Q2: 139,977 shares 139,977 $5.58M 0.11% +2,640 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: 78,219 shares; 2024Q4: 82,827 shares; 2025Q1: 71,776 shares; 2025Q2: 70,539 shares; 2025Q3: 60,944 shares; 2025Q4: 60,235 shares; 2026Q1: 60,302 shares; 2026Q2: 61,044 shares 61,044 $5.55M 0.11% +742 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: 17,267 shares; 2024Q4: 17,595 shares; 2025Q1: 18,884 shares; 2025Q2: 21,246 shares; 2025Q3: 24,011 shares; 2025Q4: 20,935 shares; 2026Q1: 23,420 shares; 2026Q2: 28,351 shares 28,351 $5.51M 0.11% +4,931 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: 104,480 shares; 2024Q4: 128,834 shares; 2025Q1: 116,078 shares; 2025Q2: 120,815 shares; 2025Q3: 122,064 shares; 2025Q4: 114,132 shares; 2026Q1: 115,862 shares; 2026Q2: 108,659 shares 108,659 $5.49M 0.11% -7,203 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,364 shares; 2024Q4: 19,359 shares; 2025Q1: 19,433 shares; 2025Q2: 19,441 shares; 2025Q3: 20,514 shares; 2025Q4: 20,777 shares; 2026Q1: 20,322 shares; 2026Q2: 20,033 shares 20,033 $5.47M 0.11% -289 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,394 shares; 2024Q4: 39,083 shares; 2025Q1: 51,473 shares; 2025Q2: 58,783 shares; 2025Q3: 61,831 shares; 2025Q4: 63,223 shares; 2026Q1: 67,642 shares; 2026Q2: 68,484 shares 68,484 $5.41M 0.11% +842 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,447 shares; 2024Q4: 468,422 shares; 2025Q1: 556,507 shares; 2025Q2: 601,768 shares; 2025Q3: 622,048 shares; 2025Q4: 585,709 shares; 2026Q1: 599,507 shares; 2026Q2: 587,113 shares 587,113 $5.41M 0.11% -12,394 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: 19,300 shares; 2024Q4: 19,633 shares; 2025Q1: 20,655 shares; 2025Q2: 21,401 shares; 2025Q3: 24,891 shares; 2025Q4: 29,062 shares; 2026Q1: 31,969 shares; 2026Q2: 45,004 shares 45,004 $5.4M 0.11% +13,035 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,386 shares; 2024Q4: 215,193 shares; 2025Q1: 214,909 shares; 2025Q2: 212,346 shares; 2025Q3: 211,117 shares; 2025Q4: 205,077 shares; 2026Q1: 205,223 shares; 2026Q2: 217,769 shares 217,769 $5.38M 0.11% +12,546 Timeline PWB 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: 4,425 shares; 2024Q4: 4,425 shares; 2025Q1: 36,325 shares; 2025Q2: 36,515 shares; 2025Q3: 35,580 shares; 2025Q4: 35,813 shares; 2026Q1: 35,139 shares; 2026Q2: 34,149 shares 34,149 $5.37M 0.11% -990 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,770 shares; 2024Q4: 32,122 shares; 2025Q1: 62,539 shares; 2025Q2: 62,567 shares; 2025Q3: 61,773 shares; 2025Q4: 61,529 shares; 2026Q1: 61,798 shares; 2026Q2: 60,881 shares 60,881 $5.3M 0.11% -917 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,515 shares; 2024Q4: 55,294 shares; 2025Q1: 66,016 shares; 2025Q2: 75,508 shares; 2025Q3: 68,343 shares; 2025Q4: 76,182 shares; 2026Q1: 106,904 shares; 2026Q2: 130,327 shares 130,327 $5.29M 0.11% +23,423 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: 96,504 shares; 2024Q4: 85,308 shares; 2025Q1: 77,292 shares; 2025Q2: 71,356 shares; 2025Q3: 64,609 shares; 2025Q4: 58,265 shares; 2026Q1: 52,823 shares; 2026Q2: 53,541 shares 53,541 $5.28M 0.11% +718 Timeline IBHJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,504 shares; 2026Q2: 200,057 shares 200,057 $5.25M 0.11% +10,553 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,050 shares; 2026Q1: 95,375 shares; 2026Q2: 95,125 shares 95,125 $5.25M 0.11% -250 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: 10,835 shares; 2024Q4: 10,899 shares; 2025Q1: 11,107 shares; 2025Q2: 20,846 shares; 2025Q3: 20,810 shares; 2025Q4: 20,913 shares; 2026Q1: 21,412 shares; 2026Q2: 21,473 shares 21,473 $5.2M 0.1% +61 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: 5,775 shares; 2024Q4: 5,695 shares; 2025Q1: 6,873 shares; 2025Q2: 7,391 shares; 2025Q3: 7,190 shares; 2025Q4: 8,015 shares; 2026Q1: 8,902 shares; 2026Q2: 9,219 shares 9,219 $5.19M 0.1% +317 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,759 shares; 2024Q4: 8,434 shares; 2025Q1: 17,654 shares; 2025Q2: 26,128 shares; 2025Q3: 26,803 shares; 2025Q4: 27,600 shares; 2026Q1: 45,421 shares; 2026Q2: 47,845 shares 47,845 $5.14M 0.1% +2,424 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: 23,294 shares; 2024Q4: 27,203 shares; 2025Q1: 23,296 shares; 2025Q2: 29,559 shares; 2025Q3: 31,777 shares; 2025Q4: 37,249 shares; 2026Q1: 37,801 shares; 2026Q2: 39,284 shares 39,284 $5.13M 0.1% +1,483 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,020 shares; 2025Q2: 6,542 shares; 2025Q3: 13,763 shares; 2025Q4: 22,819 shares; 2026Q1: 29,232 shares; 2026Q2: 31,451 shares 31,451 $5.11M 0.1% +2,219 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,000 shares; 2025Q4: 189,910 shares; 2026Q1: 190,571 shares; 2026Q2: 214,232 shares 214,232 $5.08M 0.1% +23,661 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,920 shares; 2025Q3: 65,776 shares; 2025Q4: 65,076 shares; 2026Q1: 65,388 shares; 2026Q2: 66,465 shares 66,465 $5.06M 0.1% +1,077 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,049 shares; 2024Q4: 14,412 shares; 2025Q1: 10,126 shares; 2025Q2: 12,347 shares; 2025Q3: 23,155 shares; 2025Q4: 24,404 shares; 2026Q1: 31,043 shares; 2026Q2: 36,644 shares 36,644 $5.04M 0.1% +5,601 Timeline AVRE 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: 87,363 shares; 2024Q4: 93,660 shares; 2025Q1: 94,110 shares; 2025Q2: 94,015 shares; 2025Q3: 95,099 shares; 2025Q4: 94,388 shares; 2026Q1: 101,011 shares; 2026Q2: 103,431 shares 103,431 $5.02M 0.1% +2,420 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212 shares; 2024Q4: 2,193 shares; 2025Q1: 2,791 shares; 2025Q2: 3,264 shares; 2025Q3: 3,450 shares; 2025Q4: 3,627 shares; 2026Q1: 3,981 shares; 2026Q2: 4,663 shares 4,663 $5.01M 0.1% +682 Timeline FXL 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: 2,144 shares; 2024Q4: 2,145 shares; 2025Q1: 28,243 shares; 2025Q2: 27,526 shares; 2025Q3: 27,056 shares; 2025Q4: 25,904 shares; 2026Q1: 25,292 shares; 2026Q2: 24,802 shares 24,802 $4.93M 0.1% -490 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: 6,850 shares; 2024Q4: 6,996 shares; 2025Q1: 7,045 shares; 2025Q2: 7,414 shares; 2025Q3: 7,409 shares; 2025Q4: 7,722 shares; 2026Q1: 45,141 shares; 2026Q2: 43,083 shares 43,083 $4.93M 0.1% -2,058 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: 26,128 shares; 2024Q4: 30,081 shares; 2025Q1: 33,795 shares; 2025Q2: 33,926 shares; 2025Q3: 39,137 shares; 2025Q4: 42,246 shares; 2026Q1: 46,020 shares; 2026Q2: 43,402 shares 43,402 $4.89M 0.1% -2,618 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,529 shares; 2024Q4: 178,634 shares; 2025Q1: 169,686 shares; 2025Q2: 173,121 shares; 2025Q3: 176,634 shares; 2025Q4: 179,712 shares; 2026Q1: 182,606 shares; 2026Q2: 183,844 shares 183,844 $4.87M 0.1% +1,238 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: 29,590 shares; 2024Q4: 30,279 shares; 2025Q1: 53,345 shares; 2025Q2: 53,656 shares; 2025Q3: 53,072 shares; 2025Q4: 61,871 shares; 2026Q1: 61,004 shares; 2026Q2: 62,576 shares 62,576 $4.83M 0.1% +1,572 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,736 shares; 2026Q1: not reported; 2026Q2: 41,026 shares 41,026 $4.82M 0.1% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,586 shares; 2024Q4: 116,928 shares; 2025Q1: 117,309 shares; 2025Q2: 112,074 shares; 2025Q3: 112,046 shares; 2025Q4: 105,804 shares; 2026Q1: 105,959 shares; 2026Q2: 107,171 shares 107,171 $4.81M 0.1% +1,212 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: 24,199 shares; 2024Q4: 25,322 shares; 2025Q1: 31,201 shares; 2025Q2: 35,037 shares; 2025Q3: 37,368 shares; 2025Q4: 38,962 shares; 2026Q1: 40,576 shares; 2026Q2: 41,878 shares 41,878 $4.8M 0.1% +1,302 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,806 shares; 2024Q4: 40,380 shares; 2025Q1: 55,011 shares; 2025Q2: 60,643 shares; 2025Q3: 62,170 shares; 2025Q4: 63,832 shares; 2026Q1: 63,817 shares; 2026Q2: 65,173 shares 65,173 $4.8M 0.1% +1,356 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: 7,903 shares; 2024Q4: 7,413 shares; 2025Q1: 27,457 shares; 2025Q2: 28,485 shares; 2025Q3: 27,692 shares; 2025Q4: 26,381 shares; 2026Q1: 28,233 shares; 2026Q2: 29,410 shares 29,410 $4.74M 0.1% +1,177 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: 31,754 shares; 2024Q4: 32,063 shares; 2025Q1: 34,129 shares; 2025Q2: 34,761 shares; 2025Q3: 35,287 shares; 2025Q4: 36,397 shares; 2026Q1: 40,428 shares; 2026Q2: 54,730 shares 54,730 $4.72M 0.09% +14,302 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: 11,635 shares; 2024Q4: 11,635 shares; 2025Q1: 11,635 shares; 2025Q2: 11,635 shares; 2025Q3: 21,460 shares; 2025Q4: 21,574 shares; 2026Q1: 184,642 shares; 2026Q2: 186,556 shares 186,556 $4.69M 0.09% +1,914 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,242 shares; 2024Q4: 30,452 shares; 2025Q1: 49,346 shares; 2025Q2: 49,204 shares; 2025Q3: 49,210 shares; 2025Q4: 49,168 shares; 2026Q1: 48,227 shares; 2026Q2: 43,869 shares 43,869 $4.67M 0.09% -4,358 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,441 shares; 2025Q3: 6,339 shares; 2025Q4: 7,698 shares; 2026Q1: 9,531 shares; 2026Q2: 8,350 shares 8,350 $4.66M 0.09% -1,181 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: 14,818 shares; 2024Q4: 15,342 shares; 2025Q1: 14,401 shares; 2025Q2: 14,668 shares; 2025Q3: 14,635 shares; 2025Q4: 14,302 shares; 2026Q1: 14,204 shares; 2026Q2: 14,855 shares 14,855 $4.64M 0.09% +651 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: 4,071 shares; 2024Q4: 4,105 shares; 2025Q1: 5,896 shares; 2025Q2: 6,837 shares; 2025Q3: 8,356 shares; 2025Q4: 6,517 shares; 2026Q1: 9,268 shares; 2026Q2: 10,337 shares 10,337 $4.54M 0.09% +1,069 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: 7,073 shares; 2024Q4: 7,388 shares; 2025Q1: 10,312 shares; 2025Q2: 10,860 shares; 2025Q3: 11,542 shares; 2025Q4: 10,508 shares; 2026Q1: 11,158 shares; 2026Q2: 13,910 shares 13,910 $4.52M 0.09% +2,752 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162,000 shares; 2026Q1: 180,972 shares; 2026Q2: 180,972 shares 180,972 $4.49M 0.09% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,787 shares; 2024Q4: 14,042 shares; 2025Q1: 24,991 shares; 2025Q2: 28,274 shares; 2025Q3: 29,904 shares; 2025Q4: 32,066 shares; 2026Q1: 36,650 shares; 2026Q2: 38,451 shares 38,451 $4.45M 0.09% +1,801 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,554 shares; 2024Q4: 110,758 shares; 2025Q1: 109,336 shares; 2025Q2: 114,896 shares; 2025Q3: 105,844 shares; 2025Q4: 88,105 shares; 2026Q1: 87,847 shares; 2026Q2: 87,866 shares 87,866 $4.44M 0.09% +19 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,516 shares; 2024Q4: 46,893 shares; 2025Q1: 46,592 shares; 2025Q2: 46,708 shares; 2025Q3: 45,730 shares; 2025Q4: 45,855 shares; 2026Q1: 43,527 shares; 2026Q2: 42,986 shares 42,986 $4.43M 0.09% -541 Timeline SPSM 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: 62,981 shares; 2024Q4: 65,353 shares; 2025Q1: 76,152 shares; 2025Q2: 76,077 shares; 2025Q3: 72,735 shares; 2025Q4: 70,285 shares; 2026Q1: 73,826 shares; 2026Q2: 78,604 shares 78,604 $4.43M 0.09% +4,778 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: 14,792 shares; 2024Q4: 16,691 shares; 2025Q1: 18,950 shares; 2025Q2: 22,140 shares; 2025Q3: 24,062 shares; 2025Q4: 23,893 shares; 2026Q1: 26,704 shares; 2026Q2: 33,434 shares 33,434 $4.41M 0.09% +6,730 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,019 shares; 2025Q1: 5,368 shares; 2025Q2: not reported; 2025Q3: 21,387 shares; 2025Q4: 45,798 shares; 2026Q1: 55,080 shares; 2026Q2: 69,164 shares 69,164 $4.41M 0.09% +14,084 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,807 shares; 2024Q4: 3,590 shares; 2025Q1: 3,636 shares; 2025Q2: 3,624 shares; 2025Q3: 3,653 shares; 2025Q4: 3,665 shares; 2026Q1: 3,656 shares; 2026Q2: 3,611 shares 3,611 $4.38M 0.09% -45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,666 shares; 2025Q4: 10,791 shares; 2026Q1: 188,158 shares; 2026Q2: 190,305 shares 190,305 $4.38M 0.09% +2,147 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: 16,872 shares; 2024Q4: 16,655 shares; 2025Q1: 17,032 shares; 2025Q2: 17,033 shares; 2025Q3: 14,291 shares; 2025Q4: 14,930 shares; 2026Q1: 16,863 shares; 2026Q2: 10,402 shares 10,402 $4.37M 0.09% -6,461 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: 22,880 shares; 2024Q4: 22,588 shares; 2025Q1: 23,430 shares; 2025Q2: 22,415 shares; 2025Q3: 22,332 shares; 2025Q4: 21,842 shares; 2026Q1: 19,252 shares; 2026Q2: 19,031 shares 19,031 $4.36M 0.09% -221 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: 2,249 shares; 2024Q4: 2,524 shares; 2025Q1: 3,180 shares; 2025Q2: 8,711 shares; 2025Q3: 9,340 shares; 2025Q4: 12,767 shares; 2026Q1: 14,582 shares; 2026Q2: 21,806 shares 21,806 $4.36M 0.09% +7,224 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,392 shares; 2024Q4: 12,059 shares; 2025Q1: 21,032 shares; 2025Q2: 22,452 shares; 2025Q3: 24,874 shares; 2025Q4: 25,936 shares; 2026Q1: 31,236 shares; 2026Q2: 35,802 shares 35,802 $4.34M 0.09% +4,566 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,256 shares; 2025Q4: 11,256 shares; 2026Q1: 199,216 shares; 2026Q2: 201,353 shares 201,353 $4.34M 0.09% +2,137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,788 shares; 2025Q4: 11,928 shares; 2026Q1: 208,444 shares; 2026Q2: 210,919 shares 210,919 $4.34M 0.09% +2,475 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,985 shares; 2024Q4: 35,742 shares; 2025Q1: 40,235 shares; 2025Q2: 37,370 shares; 2025Q3: 37,818 shares; 2025Q4: 39,153 shares; 2026Q1: 39,634 shares; 2026Q2: 39,895 shares 39,895 $4.32M 0.09% +261 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,498 shares; 2024Q4: 95,883 shares; 2025Q1: 94,812 shares; 2025Q2: 93,133 shares; 2025Q3: 90,065 shares; 2025Q4: 87,537 shares; 2026Q1: 87,456 shares; 2026Q2: 86,242 shares 86,242 $4.25M 0.09% -1,214 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: 9,314 shares; 2024Q4: 9,655 shares; 2025Q1: 10,690 shares; 2025Q2: 11,397 shares; 2025Q3: 12,485 shares; 2025Q4: 13,695 shares; 2026Q1: 14,343 shares; 2026Q2: 19,959 shares 19,959 $4.17M 0.08% +5,616 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: 6,436 shares; 2024Q4: 6,604 shares; 2025Q1: 7,460 shares; 2025Q2: 8,004 shares; 2025Q3: 11,375 shares; 2025Q4: 11,703 shares; 2026Q1: 15,205 shares; 2026Q2: 19,950 shares 19,950 $4.13M 0.08% +4,745 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: not reported; 2025Q1: 12,363 shares; 2025Q2: 16,685 shares; 2025Q3: 17,728 shares; 2025Q4: 22,087 shares; 2026Q1: 24,477 shares; 2026Q2: 23,351 shares 23,351 $4.12M 0.08% -1,126 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: 39,257 shares; 2024Q4: 45,160 shares; 2025Q1: 44,928 shares; 2025Q2: 49,213 shares; 2025Q3: 51,278 shares; 2025Q4: 52,599 shares; 2026Q1: 58,494 shares; 2026Q2: 66,944 shares 66,944 $4.1M 0.08% +8,450 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 491 shares; 2025Q2: 639 shares; 2025Q3: 937 shares; 2025Q4: 1,504 shares; 2026Q1: 2,207 shares; 2026Q2: 2,237 shares 2,237 $4.1M 0.08% +30 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: 23,451 shares; 2024Q4: 23,389 shares; 2025Q1: 23,249 shares; 2025Q2: 23,371 shares; 2025Q3: 24,137 shares; 2025Q4: 26,419 shares; 2026Q1: 26,360 shares; 2026Q2: 26,363 shares 26,363 $4.06M 0.08% +3 Timeline DFEV 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: 81,780 shares; 2024Q4: 84,049 shares; 2025Q1: 81,658 shares; 2025Q2: 83,980 shares; 2025Q3: 86,108 shares; 2025Q4: 87,915 shares; 2026Q1: 94,612 shares; 2026Q2: 99,932 shares 99,932 $4.05M 0.08% +5,320 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,889 shares; 2026Q2: 195,870 shares 195,870 $4.03M 0.08% +174,981 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,499 shares; 2025Q3: 80,941 shares; 2025Q4: 65,614 shares; 2026Q1: 66,415 shares; 2026Q2: 57,291 shares 57,291 $4.01M 0.08% -9,124 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,997 shares; 2024Q4: 61,958 shares; 2025Q1: 68,669 shares; 2025Q2: 66,668 shares; 2025Q3: 66,644 shares; 2025Q4: 71,542 shares; 2026Q1: 68,444 shares; 2026Q2: 72,238 shares 72,238 $3.97M 0.08% +3,794 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,292 shares; 2024Q4: 37,321 shares; 2025Q1: 39,234 shares; 2025Q2: 42,433 shares; 2025Q3: 40,988 shares; 2025Q4: 41,570 shares; 2026Q1: 41,042 shares; 2026Q2: 42,260 shares 42,260 $3.95M 0.08% +1,218 Timeline DFSU 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: 72,926 shares; 2024Q4: 74,563 shares; 2025Q1: 73,354 shares; 2025Q2: 73,200 shares; 2025Q3: 73,163 shares; 2025Q4: 81,623 shares; 2026Q1: 83,251 shares; 2026Q2: 84,635 shares 84,635 $3.93M 0.08% +1,384 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,087 shares; 2025Q2: 4,925 shares; 2025Q3: 7,361 shares; 2025Q4: 8,198 shares; 2026Q1: 11,662 shares; 2026Q2: 13,534 shares 13,534 $3.92M 0.08% +1,872 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,798 shares; 2024Q4: 49,857 shares; 2025Q1: 49,900 shares; 2025Q2: 49,893 shares; 2025Q3: 50,139 shares; 2025Q4: 50,339 shares; 2026Q1: 50,384 shares; 2026Q2: 49,964 shares 49,964 $3.91M 0.08% -420 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,565 shares; 2024Q4: 61,489 shares; 2025Q1: 60,505 shares; 2025Q2: 60,219 shares; 2025Q3: 59,471 shares; 2025Q4: 61,811 shares; 2026Q1: 59,855 shares; 2026Q2: 60,524 shares 60,524 $3.91M 0.08% +669 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: 10,244 shares; 2024Q4: 6,901 shares; 2025Q1: 6,944 shares; 2025Q2: 7,049 shares; 2025Q3: 7,196 shares; 2025Q4: 5,959 shares; 2026Q1: 5,980 shares; 2026Q2: 5,951 shares 5,951 $3.89M 0.08% -29 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: 15,273 shares; 2024Q4: 19,419 shares; 2025Q1: 22,865 shares; 2025Q2: 23,693 shares; 2025Q3: 26,015 shares; 2025Q4: 22,113 shares; 2026Q1: 21,716 shares; 2026Q2: 31,209 shares 31,209 $3.85M 0.08% +9,493 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,207 shares; 2024Q4: 12,821 shares; 2025Q1: 13,127 shares; 2025Q2: 12,905 shares; 2025Q3: 12,589 shares; 2025Q4: 12,193 shares; 2026Q1: 18,550 shares; 2026Q2: 17,803 shares 17,803 $3.85M 0.08% -747 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,059 shares; 2024Q4: 69,113 shares; 2025Q1: 67,895 shares; 2025Q2: 67,922 shares; 2025Q3: 65,732 shares; 2025Q4: 65,673 shares; 2026Q1: 65,653 shares; 2026Q2: 65,968 shares 65,968 $3.83M 0.08% +315 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,755 shares; 2024Q4: 35,371 shares; 2025Q1: 36,707 shares; 2025Q2: 36,087 shares; 2025Q3: 44,282 shares; 2025Q4: 58,857 shares; 2026Q1: 61,259 shares; 2026Q2: 62,003 shares 62,003 $3.81M 0.08% +744 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 2,309 shares; 2025Q4: 2,269 shares; 2026Q1: 2,677 shares; 2026Q2: 4,160 shares 4,160 $3.8M 0.08% +1,483 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: 27,536 shares; 2024Q4: 24,316 shares; 2025Q1: 24,223 shares; 2025Q2: 26,589 shares; 2025Q3: 30,346 shares; 2025Q4: 29,448 shares; 2026Q1: 34,259 shares; 2026Q2: 37,381 shares 37,381 $3.8M 0.08% +3,122 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: 2,113 shares; 2024Q4: 2,389 shares; 2025Q1: 2,497 shares; 2025Q2: 2,578 shares; 2025Q3: 3,051 shares; 2025Q4: 3,445 shares; 2026Q1: 3,453 shares; 2026Q2: 4,237 shares 4,237 $3.79M 0.08% +784 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: 16,709 shares; 2024Q4: 18,393 shares; 2025Q1: 16,658 shares; 2025Q2: 16,616 shares; 2025Q3: 23,757 shares; 2025Q4: 43,897 shares; 2026Q1: 64,146 shares; 2026Q2: 60,440 shares 60,440 $3.72M 0.07% -3,706 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: 35,632 shares; 2024Q4: 36,594 shares; 2025Q1: 35,706 shares; 2025Q2: 39,516 shares; 2025Q3: 40,860 shares; 2025Q4: 41,481 shares; 2026Q1: 44,232 shares; 2026Q2: 45,464 shares 45,464 $3.69M 0.07% +1,232 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: 70,143 shares; 2024Q4: 68,462 shares; 2025Q1: 69,091 shares; 2025Q2: 69,241 shares; 2025Q3: 70,074 shares; 2025Q4: 70,162 shares; 2026Q1: 70,308 shares; 2026Q2: 64,835 shares 64,835 $3.66M 0.07% -5,473 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: not reported; 2024Q4: not reported; 2025Q1: 40,129 shares; 2025Q2: 39,131 shares; 2025Q3: 37,987 shares; 2025Q4: 36,142 shares; 2026Q1: 34,071 shares; 2026Q2: 34,046 shares 34,046 $3.66M 0.07% -25 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: 13,846 shares; 2024Q4: 13,941 shares; 2025Q1: 18,770 shares; 2025Q2: 18,785 shares; 2025Q3: 19,706 shares; 2025Q4: 20,020 shares; 2026Q1: 21,996 shares; 2026Q2: 22,660 shares 22,660 $3.65M 0.07% +664 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,827 shares; 2024Q4: 9,607 shares; 2025Q1: 9,788 shares; 2025Q2: 10,275 shares; 2025Q3: 10,281 shares; 2025Q4: 9,642 shares; 2026Q1: 11,299 shares; 2026Q2: 12,797 shares 12,797 $3.6M 0.07% +1,498 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,337 shares; 2024Q4: 321,537 shares; 2025Q1: 326,501 shares; 2025Q2: 347,690 shares; 2025Q3: 532,503 shares; 2025Q4: 536,132 shares; 2026Q1: 488,314 shares; 2026Q2: 463,127 shares 463,127 $3.57M 0.07% -25,187 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,616 shares; 2024Q4: 40,008 shares; 2025Q1: 39,171 shares; 2025Q2: 37,985 shares; 2025Q3: 38,109 shares; 2025Q4: 33,965 shares; 2026Q1: 30,006 shares; 2026Q2: 33,743 shares 33,743 $3.55M 0.07% +3,737 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: 12,258 shares; 2024Q4: 12,258 shares; 2025Q1: 12,434 shares; 2025Q2: 12,568 shares; 2025Q3: 13,352 shares; 2025Q4: 16,218 shares; 2026Q1: 16,099 shares; 2026Q2: 16,164 shares 16,164 $3.43M 0.07% +65 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: 10,028 shares; 2024Q4: 10,297 shares; 2025Q1: 10,846 shares; 2025Q2: 10,866 shares; 2025Q3: 11,828 shares; 2025Q4: 11,655 shares; 2026Q1: 11,558 shares; 2026Q2: 11,562 shares 11,562 $3.41M 0.07% +4 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: 1,078 shares; 2024Q4: 1,155 shares; 2025Q1: 1,582 shares; 2025Q2: 2,328 shares; 2025Q3: 2,789 shares; 2025Q4: 3,087 shares; 2026Q1: 3,917 shares; 2026Q2: 5,099 shares 5,099 $3.39M 0.07% +1,182 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: 1,803 shares; 2024Q4: 2,095 shares; 2025Q1: 3,016 shares; 2025Q2: 3,590 shares; 2025Q3: 5,812 shares; 2025Q4: 6,771 shares; 2026Q1: 7,024 shares; 2026Q2: 8,765 shares 8,765 $3.35M 0.07% +1,741 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,883 shares; 2024Q4: 3,070 shares; 2025Q1: 3,252 shares; 2025Q2: 3,398 shares; 2025Q3: 3,929 shares; 2025Q4: 4,158 shares; 2026Q1: 4,533 shares; 2026Q2: 18,024 shares 18,024 $3.31M 0.07% +13,491 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: 38,333 shares; 2024Q4: 38,299 shares; 2025Q1: 38,500 shares; 2025Q2: 38,549 shares; 2025Q3: 38,452 shares; 2025Q4: 38,317 shares; 2026Q1: 38,338 shares; 2026Q2: 38,029 shares 38,029 $3.28M 0.07% -309 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: 14,286 shares; 2024Q4: 15,093 shares; 2025Q1: 16,895 shares; 2025Q2: 20,269 shares; 2025Q3: 22,643 shares; 2025Q4: 22,289 shares; 2026Q1: 29,441 shares; 2026Q2: 24,019 shares 24,019 $3.24M 0.06% -5,422 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: 11,984 shares; 2024Q4: 11,711 shares; 2025Q1: 10,502 shares; 2025Q2: 11,132 shares; 2025Q3: 11,639 shares; 2025Q4: 10,435 shares; 2026Q1: 13,034 shares; 2026Q2: 15,430 shares 15,430 $3.23M 0.06% +2,396 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,226 shares; 2024Q4: 59,134 shares; 2025Q1: 59,368 shares; 2025Q2: 59,821 shares; 2025Q3: 65,912 shares; 2025Q4: 69,237 shares; 2026Q1: 70,030 shares; 2026Q2: 64,735 shares 64,735 $3.21M 0.06% -5,295 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,903 shares; 2024Q4: 242,118 shares; 2025Q1: 257,462 shares; 2025Q2: 264,969 shares; 2025Q3: 243,020 shares; 2025Q4: 248,106 shares; 2026Q1: 247,255 shares; 2026Q2: 236,304 shares 236,304 $3.19M 0.06% -10,951 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,520 shares; 2025Q1: 3,470 shares; 2025Q2: 4,067 shares; 2025Q3: 3,855 shares; 2025Q4: 5,563 shares; 2026Q1: 11,551 shares; 2026Q2: 20,971 shares 20,971 $3.18M 0.06% +9,420 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,957 shares; 2025Q2: 77,785 shares; 2025Q3: 76,940 shares; 2025Q4: 73,962 shares; 2026Q1: 56,402 shares; 2026Q2: 64,416 shares 64,416 $3.14M 0.06% +8,014 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: 8,474 shares; 2024Q4: 12,718 shares; 2025Q1: 12,392 shares; 2025Q2: 13,307 shares; 2025Q3: 12,447 shares; 2025Q4: 13,653 shares; 2026Q1: 15,074 shares; 2026Q2: 16,436 shares 16,436 $3.14M 0.06% +1,362 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: 3,072 shares; 2024Q4: 3,364 shares; 2025Q1: 3,644 shares; 2025Q2: 4,606 shares; 2025Q3: 9,004 shares; 2025Q4: 6,800 shares; 2026Q1: 5,481 shares; 2026Q2: 7,413 shares 7,413 $3.14M 0.06% +1,932 Timeline XC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,762 shares; 2024Q4: 91,426 shares; 2025Q1: 92,549 shares; 2025Q2: 92,618 shares; 2025Q3: 92,996 shares; 2025Q4: 97,160 shares; 2026Q1: 98,763 shares; 2026Q2: 100,147 shares 100,147 $3.13M 0.06% +1,384 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,041 shares; 2024Q4: 3,308 shares; 2025Q1: 3,461 shares; 2025Q2: 4,340 shares; 2025Q3: 6,932 shares; 2025Q4: 7,623 shares; 2026Q1: 7,116 shares; 2026Q2: 7,505 shares 7,505 $3.12M 0.06% +389 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: 2,602 shares; 2024Q4: 2,550 shares; 2025Q1: 4,655 shares; 2025Q2: 5,669 shares; 2025Q3: 7,043 shares; 2025Q4: 11,191 shares; 2026Q1: 8,695 shares; 2026Q2: 8,384 shares 8,384 $3.11M 0.06% -311 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,080 shares; 2025Q3: 54,669 shares; 2025Q4: 98,746 shares; 2026Q1: 159,774 shares; 2026Q2: 177,262 shares 177,262 $3.11M 0.06% +17,488 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,717 shares; 2024Q4: 23,360 shares; 2025Q1: 23,413 shares; 2025Q2: 23,478 shares; 2025Q3: 22,912 shares; 2025Q4: 22,515 shares; 2026Q1: 22,476 shares; 2026Q2: 22,509 shares 22,509 $3.1M 0.06% +33 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,473 shares; 2024Q4: 25,257 shares; 2025Q1: 26,322 shares; 2025Q2: 26,124 shares; 2025Q3: 26,311 shares; 2025Q4: 26,274 shares; 2026Q1: 26,100 shares; 2026Q2: 25,235 shares 25,235 $3.08M 0.06% -865 Timeline DFEM 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: 19,922 shares; 2024Q4: 17,310 shares; 2025Q1: 46,848 shares; 2025Q2: 44,054 shares; 2025Q3: 54,737 shares; 2025Q4: 51,634 shares; 2026Q1: 80,156 shares; 2026Q2: 80,241 shares 80,241 $3.08M 0.06% +85 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: 15,497 shares; 2024Q4: 16,819 shares; 2025Q1: 18,327 shares; 2025Q2: 25,744 shares; 2025Q3: 26,423 shares; 2025Q4: 29,617 shares; 2026Q1: 29,739 shares; 2026Q2: 30,383 shares 30,383 $3.08M 0.06% +644 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: 3,637 shares; 2024Q4: 4,437 shares; 2025Q1: 4,182 shares; 2025Q2: 4,988 shares; 2025Q3: 6,403 shares; 2025Q4: 6,022 shares; 2026Q1: 8,649 shares; 2026Q2: 10,058 shares 10,058 $3.06M 0.06% +1,409 Timeline DFGR 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: 104,533 shares; 2024Q4: 104,393 shares; 2025Q1: 102,150 shares; 2025Q2: 102,155 shares; 2025Q3: 101,304 shares; 2025Q4: 102,158 shares; 2026Q1: 102,694 shares; 2026Q2: 102,696 shares 102,696 $3.05M 0.06% +2 Timeline FPX 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: 19,303 shares; 2024Q4: 19,297 shares; 2025Q1: 19,444 shares; 2025Q2: 19,207 shares; 2025Q3: 20,385 shares; 2025Q4: 20,546 shares; 2026Q1: 15,785 shares; 2026Q2: 16,118 shares 16,118 $3.02M 0.06% +333 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: 2,470 shares; 2024Q4: 2,771 shares; 2025Q1: 3,142 shares; 2025Q2: 5,464 shares; 2025Q3: 7,161 shares; 2025Q4: 8,013 shares; 2026Q1: 9,819 shares; 2026Q2: 12,085 shares 12,085 $3.01M 0.06% +2,266 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,793 shares; 2024Q4: 1,833 shares; 2025Q1: 3,657 shares; 2025Q2: 5,209 shares; 2025Q3: 4,778 shares; 2025Q4: 5,887 shares; 2026Q1: 8,144 shares; 2026Q2: 8,056 shares 8,056 $3.01M 0.06% -88 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: 13,635 shares; 2024Q4: 13,894 shares; 2025Q1: 15,040 shares; 2025Q2: 15,994 shares; 2025Q3: 19,599 shares; 2025Q4: 20,355 shares; 2026Q1: 23,528 shares; 2026Q2: 21,669 shares 21,669 $3.01M 0.06% -1,859 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,018 shares; 2024Q4: 2,078 shares; 2025Q1: 2,345 shares; 2025Q2: 3,680 shares; 2025Q3: 4,044 shares; 2025Q4: 6,176 shares; 2026Q1: 6,409 shares; 2026Q2: 8,333 shares 8,333 $2.94M 0.06% +1,924 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,463 shares; 2025Q1: 1,865 shares; 2025Q2: 3,213 shares; 2025Q3: 3,390 shares; 2025Q4: 3,881 shares; 2026Q1: 6,117 shares; 2026Q2: 11,225 shares 11,225 $2.94M 0.06% +5,108 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,581 shares; 2024Q4: 8,783 shares; 2025Q1: 9,388 shares; 2025Q2: 10,695 shares; 2025Q3: 11,139 shares; 2025Q4: 11,670 shares; 2026Q1: 12,660 shares; 2026Q2: 12,341 shares 12,341 $2.93M 0.06% -319 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: 7,199 shares; 2024Q4: 7,433 shares; 2025Q1: 6,324 shares; 2025Q2: 6,004 shares; 2025Q3: 5,943 shares; 2025Q4: 5,383 shares; 2026Q1: 5,103 shares; 2026Q2: 6,176 shares 6,176 $2.92M 0.06% +1,073 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,372 shares; 2024Q4: 16,617 shares; 2025Q1: 18,673 shares; 2025Q2: 18,350 shares; 2025Q3: 18,147 shares; 2025Q4: 20,555 shares; 2026Q1: 27,303 shares; 2026Q2: 28,258 shares 28,258 $2.92M 0.06% +955 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: 6,935 shares; 2024Q4: 7,979 shares; 2025Q1: 7,622 shares; 2025Q2: 8,624 shares; 2025Q3: 9,603 shares; 2025Q4: 10,057 shares; 2026Q1: 11,914 shares; 2026Q2: 13,460 shares 13,460 $2.9M 0.06% +1,546 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,245 shares; 2025Q2: 4,146 shares; 2025Q3: 9,063 shares; 2025Q4: 10,080 shares; 2026Q1: 18,551 shares; 2026Q2: 38,773 shares 38,773 $2.89M 0.06% +20,222 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: 9,806 shares; 2024Q4: 10,253 shares; 2025Q1: 12,869 shares; 2025Q2: 12,814 shares; 2025Q3: 12,832 shares; 2025Q4: 16,186 shares; 2026Q1: 16,899 shares; 2026Q2: 18,386 shares 18,386 $2.84M 0.06% +1,487 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,887 shares; 2026Q2: 59,260 shares 59,260 $2.83M 0.06% +54,373 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: 51,957 shares; 2024Q4: 51,281 shares; 2025Q1: 36,378 shares; 2025Q2: 30,301 shares; 2025Q3: 25,109 shares; 2025Q4: 19,404 shares; 2026Q1: 17,823 shares; 2026Q2: 16,470 shares 16,470 $2.71M 0.05% -1,353 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: 13,620 shares; 2024Q4: 14,452 shares; 2025Q1: 14,411 shares; 2025Q2: 16,587 shares; 2025Q3: 23,426 shares; 2025Q4: 23,595 shares; 2026Q1: 24,684 shares; 2026Q2: 24,612 shares 24,612 $2.63M 0.05% -72 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: 48,194 shares; 2024Q4: 51,278 shares; 2025Q1: 51,431 shares; 2025Q2: 51,611 shares; 2025Q3: 47,576 shares; 2025Q4: 47,358 shares; 2026Q1: 47,523 shares; 2026Q2: 47,311 shares 47,311 $2.61M 0.05% -212 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,609 shares; 2024Q4: 6,610 shares; 2025Q1: 5,731 shares; 2025Q2: 5,901 shares; 2025Q3: 6,162 shares; 2025Q4: 6,157 shares; 2026Q1: 8,122 shares; 2026Q2: 14,611 shares 14,611 $2.6M 0.05% +6,489 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,929 shares; 2024Q4: 54,647 shares; 2025Q1: 61,664 shares; 2025Q2: 61,017 shares; 2025Q3: 62,046 shares; 2025Q4: 56,953 shares; 2026Q1: 57,572 shares; 2026Q2: 56,471 shares 56,471 $2.58M 0.05% -1,101 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603 shares; 2024Q4: 913 shares; 2025Q1: 1,026 shares; 2025Q2: 1,006 shares; 2025Q3: 1,119 shares; 2025Q4: 1,295 shares; 2026Q1: 3,420 shares; 2026Q2: 7,233 shares 7,233 $2.57M 0.05% +3,813 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,928 shares; 2024Q4: 4,820 shares; 2025Q1: 5,839 shares; 2025Q2: 5,837 shares; 2025Q3: 5,891 shares; 2025Q4: 5,849 shares; 2026Q1: 6,559 shares; 2026Q2: 6,922 shares 6,922 $2.57M 0.05% +363 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: not reported; 2025Q4: not reported; 2026Q1: 1,692 shares; 2026Q2: 4,272 shares 4,272 $2.57M 0.05% +2,580 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: 9,117 shares; 2024Q4: 10,692 shares; 2025Q1: 10,644 shares; 2025Q2: 10,900 shares; 2025Q3: 11,209 shares; 2025Q4: 10,476 shares; 2026Q1: 14,964 shares; 2026Q2: 13,306 shares 13,306 $2.56M 0.05% -1,658 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,909 shares; 2025Q1: 5,329 shares; 2025Q2: 6,312 shares; 2025Q3: 6,339 shares; 2025Q4: 6,166 shares; 2026Q1: 13,339 shares; 2026Q2: 17,802 shares 17,802 $2.55M 0.05% +4,463 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: 11,778 shares; 2024Q4: 11,715 shares; 2025Q1: 13,528 shares; 2025Q2: 13,959 shares; 2025Q3: 14,134 shares; 2025Q4: 15,699 shares; 2026Q1: 15,209 shares; 2026Q2: 14,883 shares 14,883 $2.55M 0.05% -326 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,716 shares; 2025Q3: 10,390 shares; 2025Q4: 23,765 shares; 2026Q1: 32,176 shares; 2026Q2: 31,927 shares 31,927 $2.54M 0.05% -249 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,120 shares; 2024Q4: 5,022 shares; 2025Q1: 3,707 shares; 2025Q2: 6,261 shares; 2025Q3: 6,755 shares; 2025Q4: 5,365 shares; 2026Q1: 6,702 shares; 2026Q2: 9,563 shares 9,563 $2.54M 0.05% +2,861 Timeline FRI 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: 105,701 shares; 2024Q4: 105,331 shares; 2025Q1: 90,552 shares; 2025Q2: 85,814 shares; 2025Q3: 83,812 shares; 2025Q4: 80,480 shares; 2026Q1: 76,885 shares; 2026Q2: 76,829 shares 76,829 $2.5M 0.05% -56 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,122 shares; 2025Q2: 2,259 shares; 2025Q3: 3,422 shares; 2025Q4: 4,412 shares; 2026Q1: 8,504 shares; 2026Q2: 18,838 shares 18,838 $2.5M 0.05% +10,334 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: 36,059 shares; 2024Q4: 36,727 shares; 2025Q1: 37,239 shares; 2025Q2: 37,996 shares; 2025Q3: 39,243 shares; 2025Q4: 38,181 shares; 2026Q1: 40,337 shares; 2026Q2: 42,879 shares 42,879 $2.49M 0.05% +2,542 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,047 shares; 2024Q4: 28,777 shares; 2025Q1: 25,513 shares; 2025Q2: 25,193 shares; 2025Q3: 25,186 shares; 2025Q4: 25,254 shares; 2026Q1: 25,308 shares; 2026Q2: 25,369 shares 25,369 $2.48M 0.05% +61 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,787 shares; 2024Q4: 16,041 shares; 2025Q1: 24,006 shares; 2025Q2: 28,637 shares; 2025Q3: 35,362 shares; 2025Q4: 53,568 shares; 2026Q1: 63,264 shares; 2026Q2: 67,445 shares 67,445 $2.47M 0.05% +4,181 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,053 shares; 2024Q4: 9,067 shares; 2025Q1: 13,600 shares; 2025Q2: 13,777 shares; 2025Q3: 13,667 shares; 2025Q4: 13,972 shares; 2026Q1: 17,340 shares; 2026Q2: 22,187 shares 22,187 $2.46M 0.05% +4,847 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 18,074 shares; 2026Q2: 97,559 shares 97,559 $2.45M 0.05% +79,485 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,362 shares; 2024Q4: 66,459 shares; 2025Q1: 64,370 shares; 2025Q2: 64,591 shares; 2025Q3: 62,624 shares; 2025Q4: 66,548 shares; 2026Q1: 72,941 shares; 2026Q2: 49,290 shares 49,290 $2.44M 0.05% -23,651 Timeline AVMV 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: 16,209 shares; 2024Q4: 18,523 shares; 2025Q1: 20,647 shares; 2025Q2: 23,046 shares; 2025Q3: 24,998 shares; 2025Q4: 26,762 shares; 2026Q1: 29,177 shares; 2026Q2: 30,248 shares 30,248 $2.44M 0.05% +1,071 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: 1,995 shares; 2024Q4: 2,054 shares; 2025Q1: 1,667 shares; 2025Q2: 1,675 shares; 2025Q3: 2,724 shares; 2025Q4: 3,349 shares; 2026Q1: 6,882 shares; 2026Q2: 10,420 shares 10,420 $2.42M 0.05% +3,538 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: 83,072 shares; 2024Q4: 81,328 shares; 2025Q1: 73,108 shares; 2025Q2: 77,570 shares; 2025Q3: 86,517 shares; 2025Q4: 82,257 shares; 2026Q1: 93,273 shares; 2026Q2: 96,817 shares 96,817 $2.42M 0.05% +3,544 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,718 shares; 2024Q4: 47,975 shares; 2025Q1: 47,975 shares; 2025Q2: 48,293 shares; 2025Q3: 48,293 shares; 2025Q4: 48,517 shares; 2026Q1: 48,517 shares; 2026Q2: 49,115 shares 49,115 $2.42M 0.05% +598 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,385 shares; 2024Q4: 25,603 shares; 2025Q1: 30,957 shares; 2025Q2: 36,822 shares; 2025Q3: 45,821 shares; 2025Q4: 46,360 shares; 2026Q1: 52,454 shares; 2026Q2: 57,282 shares 57,282 $2.41M 0.05% +4,828 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,398 shares; 2024Q4: 8,398 shares; 2025Q1: 8,398 shares; 2025Q2: 8,398 shares; 2025Q3: 8,398 shares; 2025Q4: 8,398 shares; 2026Q1: 57,655 shares; 2026Q2: 65,821 shares 65,821 $2.4M 0.05% +8,166 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: 22,357 shares; 2024Q4: 21,702 shares; 2025Q1: 20,789 shares; 2025Q2: 22,322 shares; 2025Q3: 23,727 shares; 2025Q4: 26,296 shares; 2026Q1: 27,238 shares; 2026Q2: 26,700 shares 26,700 $2.4M 0.05% -538 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: 28,741 shares; 2024Q4: 26,098 shares; 2025Q1: 26,293 shares; 2025Q2: 26,373 shares; 2025Q3: 27,169 shares; 2025Q4: 30,799 shares; 2026Q1: 30,407 shares; 2026Q2: 30,548 shares 30,548 $2.4M 0.05% +141 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 11,669 shares; 2025Q3: 22,276 shares; 2025Q4: 17,732 shares; 2026Q1: 21,920 shares; 2026Q2: 49,264 shares 49,264 $2.4M 0.05% +27,344 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: 4,483 shares; 2024Q4: 4,493 shares; 2025Q1: 5,514 shares; 2025Q2: 11,822 shares; 2025Q3: 15,650 shares; 2025Q4: 20,596 shares; 2026Q1: 28,707 shares; 2026Q2: 28,987 shares 28,987 $2.38M 0.05% +280 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,417 shares; 2024Q4: 12,555 shares; 2025Q1: 10,710 shares; 2025Q2: 17,314 shares; 2025Q3: 19,224 shares; 2025Q4: 19,647 shares; 2026Q1: 24,571 shares; 2026Q2: 28,810 shares 28,810 $2.37M 0.05% +4,239 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,254 shares; 2024Q4: 3,286 shares; 2025Q1: 19,496 shares; 2025Q2: 19,427 shares; 2025Q3: 16,390 shares; 2025Q4: 16,056 shares; 2026Q1: 16,604 shares; 2026Q2: 83,336 shares 83,336 $2.37M 0.05% +66,732 Timeline HYLS 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: 43,450 shares; 2024Q4: 38,280 shares; 2025Q1: 39,389 shares; 2025Q2: 40,845 shares; 2025Q3: 47,754 shares; 2025Q4: 48,884 shares; 2026Q1: 52,473 shares; 2026Q2: 57,967 shares 57,967 $2.35M 0.05% +5,494 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: 2,977 shares; 2024Q4: 3,137 shares; 2025Q1: 2,703 shares; 2025Q2: 2,875 shares; 2025Q3: 3,100 shares; 2025Q4: 29,166 shares; 2026Q1: 36,973 shares; 2026Q2: 34,010 shares 34,010 $2.34M 0.05% -2,963 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: 3,720 shares; 2024Q4: 4,178 shares; 2025Q1: 3,983 shares; 2025Q2: 4,274 shares; 2025Q3: 3,994 shares; 2025Q4: 4,011 shares; 2026Q1: 4,442 shares; 2026Q2: 7,672 shares 7,672 $2.34M 0.05% +3,230 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: 8,446 shares; 2024Q4: 9,501 shares; 2025Q1: 9,624 shares; 2025Q2: 10,625 shares; 2025Q3: 11,135 shares; 2025Q4: 11,856 shares; 2026Q1: 12,549 shares; 2026Q2: 16,079 shares 16,079 $2.33M 0.05% +3,530 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,078 shares; 2024Q4: 3,357 shares; 2025Q1: 3,730 shares; 2025Q2: 4,025 shares; 2025Q3: 4,506 shares; 2025Q4: 5,466 shares; 2026Q1: 5,420 shares; 2026Q2: 5,537 shares 5,537 $2.3M 0.05% +117 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,443 shares; 2024Q4: 14,412 shares; 2025Q1: 14,661 shares; 2025Q2: 14,540 shares; 2025Q3: 14,516 shares; 2025Q4: 15,140 shares; 2026Q1: 15,117 shares; 2026Q2: 15,012 shares 15,012 $2.28M 0.05% -105 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,275 shares; 2026Q1: 44,297 shares; 2026Q2: 89,101 shares 89,101 $2.28M 0.05% +44,804 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,544 shares; 2025Q1: 2,802 shares; 2025Q2: 5,200 shares; 2025Q3: 9,908 shares; 2025Q4: 12,330 shares; 2026Q1: 11,386 shares; 2026Q2: 11,553 shares 11,553 $2.27M 0.05% +167 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: 2,770 shares; 2024Q4: 3,647 shares; 2025Q1: 3,632 shares; 2025Q2: 3,852 shares; 2025Q3: 4,045 shares; 2025Q4: 4,490 shares; 2026Q1: 6,638 shares; 2026Q2: 7,105 shares 7,105 $2.27M 0.05% +467 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,731 shares; 2024Q4: 22,806 shares; 2025Q1: 22,973 shares; 2025Q2: 23,111 shares; 2025Q3: 23,733 shares; 2025Q4: 23,790 shares; 2026Q1: 23,942 shares; 2026Q2: 25,032 shares 25,032 $2.25M 0.04% +1,090 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,298 shares; 2025Q2: 1,751 shares; 2025Q3: 1,863 shares; 2025Q4: 1,872 shares; 2026Q1: 1,797 shares; 2026Q2: 3,871 shares 3,871 $2.25M 0.04% +2,074 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,532 shares; 2024Q4: 23,083 shares; 2025Q1: 21,952 shares; 2025Q2: 21,515 shares; 2025Q3: 22,910 shares; 2025Q4: 22,907 shares; 2026Q1: 25,460 shares; 2026Q2: 28,903 shares 28,903 $2.24M 0.04% +3,443 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,423 shares; 2024Q4: 2,490 shares; 2025Q1: 4,367 shares; 2025Q2: 5,422 shares; 2025Q3: 8,466 shares; 2025Q4: 9,670 shares; 2026Q1: 16,693 shares; 2026Q2: 14,530 shares 14,530 $2.23M 0.04% -2,163 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,289 shares; 2025Q3: 6,381 shares; 2025Q4: 6,410 shares; 2026Q1: 12,359 shares; 2026Q2: 14,014 shares 14,014 $2.23M 0.04% +1,655 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: 1,311 shares; 2024Q4: 1,277 shares; 2025Q1: 1,463 shares; 2025Q2: 1,661 shares; 2025Q3: 1,818 shares; 2025Q4: 1,629 shares; 2026Q1: 1,333 shares; 2026Q2: 1,230 shares 1,230 $2.22M 0.04% -103 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: 5,088 shares; 2024Q4: 5,948 shares; 2025Q1: not reported; 2025Q2: 10,857 shares; 2025Q3: 11,366 shares; 2025Q4: 19,157 shares; 2026Q1: 28,700 shares; 2026Q2: 34,736 shares 34,736 $2.21M 0.04% +6,036 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: 20,488 shares; 2024Q4: 22,584 shares; 2025Q1: 35,151 shares; 2025Q2: 35,260 shares; 2025Q3: 38,529 shares; 2025Q4: 37,112 shares; 2026Q1: 35,876 shares; 2026Q2: 28,107 shares 28,107 $2.2M 0.04% -7,769 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178,405 shares; 2026Q1: 245,386 shares; 2026Q2: 235,034 shares 235,034 $2.2M 0.04% -10,352 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,963 shares; 2024Q4: 2,311 shares; 2025Q1: 2,497 shares; 2025Q2: 3,249 shares; 2025Q3: 6,048 shares; 2025Q4: 7,161 shares; 2026Q1: 10,879 shares; 2026Q2: 12,359 shares 12,359 $2.2M 0.04% +1,480 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: 957 shares; 2024Q4: 6,202 shares; 2025Q1: 4,946 shares; 2025Q2: 3,877 shares; 2025Q3: 4,299 shares; 2025Q4: 6,315 shares; 2026Q1: 4,737 shares; 2026Q2: 3,986 shares 3,986 $2.2M 0.04% -751 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,776 shares; 2025Q2: 8,308 shares; 2025Q3: 10,194 shares; 2025Q4: 10,496 shares; 2026Q1: 13,798 shares; 2026Q2: 13,874 shares 13,874 $2.18M 0.04% +76 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,688 shares; 2024Q4: 6,688 shares; 2025Q1: 48,593 shares; 2025Q2: 48,118 shares; 2025Q3: 47,593 shares; 2025Q4: 50,113 shares; 2026Q1: 48,476 shares; 2026Q2: 44,153 shares 44,153 $2.18M 0.04% -4,323 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: 4,579 shares; 2024Q4: 4,671 shares; 2025Q1: 5,011 shares; 2025Q2: 6,470 shares; 2025Q3: 6,813 shares; 2025Q4: 6,853 shares; 2026Q1: 7,019 shares; 2026Q2: 6,395 shares 6,395 $2.18M 0.04% -624 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,116 shares; 2025Q1: not reported; 2025Q2: 4,302 shares; 2025Q3: 8,060 shares; 2025Q4: 8,381 shares; 2026Q1: 7,428 shares; 2026Q2: 8,449 shares 8,449 $2.18M 0.04% +1,021 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,002 shares; 2024Q4: 4,319 shares; 2025Q1: 8,008 shares; 2025Q2: 14,005 shares; 2025Q3: 18,475 shares; 2025Q4: 19,358 shares; 2026Q1: 21,464 shares; 2026Q2: 23,218 shares 23,218 $2.17M 0.04% +1,754 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: 31,876 shares; 2024Q4: 31,880 shares; 2025Q1: 32,034 shares; 2025Q2: 32,038 shares; 2025Q3: 32,042 shares; 2025Q4: 32,045 shares; 2026Q1: 31,981 shares; 2026Q2: 31,985 shares 31,985 $2.16M 0.04% +4 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: 593 shares; 2024Q4: 542 shares; 2025Q1: 569 shares; 2025Q2: 613 shares; 2025Q3: 603 shares; 2025Q4: 885 shares; 2026Q1: 1,114 shares; 2026Q2: 2,192 shares 2,192 $2.16M 0.04% +1,078 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: 1,340 shares; 2025Q4: 1,487 shares; 2026Q1: 1,297 shares; 2026Q2: 1,337 shares 1,337 $2.15M 0.04% +40 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,664 shares; 2024Q4: 1,930 shares; 2025Q1: 2,012 shares; 2025Q2: 2,275 shares; 2025Q3: 1,913 shares; 2025Q4: 1,949 shares; 2026Q1: 4,075 shares; 2026Q2: 5,713 shares 5,713 $2.15M 0.04% +1,638 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: 2,442 shares; 2024Q4: 2,606 shares; 2025Q1: 1,658 shares; 2025Q2: 2,350 shares; 2025Q3: 2,149 shares; 2025Q4: 2,572 shares; 2026Q1: 3,929 shares; 2026Q2: 7,764 shares 7,764 $2.15M 0.04% +3,835 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 1,851 shares; 2025Q1: 1,704 shares; 2025Q2: 1,783 shares; 2025Q3: 1,997 shares; 2025Q4: 4,159 shares; 2026Q1: 9,785 shares; 2026Q2: 12,123 shares 12,123 $2.14M 0.04% +2,338 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,381 shares; 2026Q1: 13,584 shares; 2026Q2: 21,427 shares 21,427 $2.14M 0.04% +7,843 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: not reported; 2024Q4: not reported; 2025Q1: 3,948 shares; 2025Q2: 5,176 shares; 2025Q3: 6,685 shares; 2025Q4: 7,405 shares; 2026Q1: 9,155 shares; 2026Q2: 13,256 shares 13,256 $2.12M 0.04% +4,101 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,382 shares; 2024Q4: 10,750 shares; 2025Q1: 13,457 shares; 2025Q2: 19,821 shares; 2025Q3: 19,621 shares; 2025Q4: 19,263 shares; 2026Q1: 26,423 shares; 2026Q2: 26,294 shares 26,294 $2.12M 0.04% -129 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: 5,389 shares; 2024Q4: 5,192 shares; 2025Q1: 3,614 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,303 shares; 2026Q2: 7,430 shares 7,430 $2.12M 0.04% +127 Timeline XSD 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: 4,114 shares; 2024Q4: 4,030 shares; 2025Q1: 4,032 shares; 2025Q2: 4,033 shares; 2025Q3: 4,034 shares; 2025Q4: 4,035 shares; 2026Q1: 4,036 shares; 2026Q2: 4,037 shares 4,037 $2.11M 0.04% +1 Timeline PSFF 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: 101,985 shares; 2024Q4: 84,980 shares; 2025Q1: 70,369 shares; 2025Q2: 70,369 shares; 2025Q3: 70,369 shares; 2025Q4: 71,223 shares; 2026Q1: 66,139 shares; 2026Q2: 61,741 shares 61,741 $2.11M 0.04% -4,398 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,043 shares; 2025Q2: 4,861 shares; 2025Q3: 4,868 shares; 2025Q4: 4,868 shares; 2026Q1: 4,868 shares; 2026Q2: 8,108 shares 8,108 $2.09M 0.04% +3,240 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75,928 shares; 2025Q1: 78,495 shares; 2025Q2: 78,407 shares; 2025Q3: 76,689 shares; 2025Q4: 77,081 shares; 2026Q1: 77,032 shares; 2026Q2: 46,640 shares 46,640 $2.07M 0.04% -30,392 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: 3,299 shares; 2024Q4: 3,918 shares; 2025Q1: 4,013 shares; 2025Q2: 4,121 shares; 2025Q3: 4,264 shares; 2025Q4: 4,272 shares; 2026Q1: 5,236 shares; 2026Q2: 4,091 shares 4,091 $2.07M 0.04% -1,145 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,650 shares; 2025Q4: 16,007 shares; 2026Q1: 25,192 shares; 2026Q2: 23,374 shares 23,374 $2.06M 0.04% -1,818 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: 2,096 shares; 2024Q4: 4,662 shares; 2025Q1: 4,015 shares; 2025Q2: 4,984 shares; 2025Q3: 6,511 shares; 2025Q4: 5,758 shares; 2026Q1: 4,881 shares; 2026Q2: 6,308 shares 6,308 $2.05M 0.04% +1,427 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,937 shares; 2024Q4: 26,001 shares; 2025Q1: 26,182 shares; 2025Q2: 26,237 shares; 2025Q3: 26,026 shares; 2025Q4: 26,079 shares; 2026Q1: 25,209 shares; 2026Q2: 26,434 shares 26,434 $2.04M 0.04% +1,225 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: 1,345 shares; 2024Q4: 1,435 shares; 2025Q1: 1,631 shares; 2025Q2: 1,879 shares; 2025Q3: 2,150 shares; 2025Q4: 2,402 shares; 2026Q1: 4,503 shares; 2026Q2: 4,864 shares 4,864 $2.04M 0.04% +361 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 470 shares; 2025Q2: 576 shares; 2025Q3: 742 shares; 2025Q4: 747 shares; 2026Q1: 889 shares; 2026Q2: 9,323 shares 9,323 $2.04M 0.04% +8,434 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,895 shares; 2024Q4: 22,646 shares; 2025Q1: 22,556 shares; 2025Q2: 22,323 shares; 2025Q3: 21,814 shares; 2025Q4: 20,847 shares; 2026Q1: 20,861 shares; 2026Q2: 21,439 shares 21,439 $2.04M 0.04% +578 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,809 shares; 2024Q4: 6,752 shares; 2025Q1: 9,226 shares; 2025Q2: 9,251 shares; 2025Q3: 9,387 shares; 2025Q4: 14,711 shares; 2026Q1: 17,959 shares; 2026Q2: 22,574 shares 22,574 $2.03M 0.04% +4,615 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: 3,471 shares; 2024Q4: 3,587 shares; 2025Q1: 4,187 shares; 2025Q2: 4,096 shares; 2025Q3: 4,417 shares; 2025Q4: 4,236 shares; 2026Q1: 5,858 shares; 2026Q2: 8,237 shares 8,237 $2M 0.04% +2,379 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,634 shares; 2024Q4: 10,545 shares; 2025Q1: not reported; 2025Q2: 9,353 shares; 2025Q3: 14,167 shares; 2025Q4: 20,409 shares; 2026Q1: 26,574 shares; 2026Q2: 27,861 shares 27,861 $2M 0.04% +1,287 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: not reported; 2024Q4: not reported; 2025Q1: 3,021 shares; 2025Q2: 5,418 shares; 2025Q3: 6,124 shares; 2025Q4: 7,338 shares; 2026Q1: 13,396 shares; 2026Q2: 45,793 shares 45,793 $2M 0.04% +32,397 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: 2,782 shares; 2024Q4: 3,040 shares; 2025Q1: 3,047 shares; 2025Q2: 3,251 shares; 2025Q3: 3,112 shares; 2025Q4: 3,095 shares; 2026Q1: 3,179 shares; 2026Q2: 4,159 shares 4,159 $1.99M 0.04% +980 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,456 shares; 2025Q2: 60,716 shares; 2025Q3: 55,798 shares; 2025Q4: 54,180 shares; 2026Q1: 52,152 shares; 2026Q2: 47,922 shares 47,922 $1.99M 0.04% -4,230 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: 7,792 shares; 2024Q4: 7,425 shares; 2025Q1: 7,644 shares; 2025Q2: 7,562 shares; 2025Q3: 11,498 shares; 2025Q4: 15,472 shares; 2026Q1: 14,489 shares; 2026Q2: 14,820 shares 14,820 $1.99M 0.04% +331 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,954 shares; 2025Q2: 3,632 shares; 2025Q3: 4,298 shares; 2025Q4: 4,689 shares; 2026Q1: 9,593 shares; 2026Q2: 14,215 shares 14,215 $1.99M 0.04% +4,622 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: 1,638 shares; 2024Q4: 1,707 shares; 2025Q1: 2,065 shares; 2025Q2: 2,475 shares; 2025Q3: 2,320 shares; 2025Q4: 3,484 shares; 2026Q1: 5,423 shares; 2026Q2: 3,485 shares 3,485 $1.98M 0.04% -1,938 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,830 shares; 2026Q1: 36,851 shares; 2026Q2: 37,082 shares 37,082 $1.98M 0.04% +231 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,599 shares; 2024Q4: 35,383 shares; 2025Q1: 36,341 shares; 2025Q2: 36,617 shares; 2025Q3: 36,699 shares; 2025Q4: 36,774 shares; 2026Q1: 36,731 shares; 2026Q2: 36,553 shares 36,553 $1.97M 0.04% -178 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,940 shares; 2025Q2: 5,114 shares; 2025Q3: 5,630 shares; 2025Q4: 8,031 shares; 2026Q1: 10,940 shares; 2026Q2: 19,597 shares 19,597 $1.97M 0.04% +8,657 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951 shares; 2024Q4: 2,354 shares; 2025Q1: 2,661 shares; 2025Q2: 3,070 shares; 2025Q3: 3,115 shares; 2025Q4: 4,144 shares; 2026Q1: 4,558 shares; 2026Q2: 6,914 shares 6,914 $1.97M 0.04% +2,356 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,017 shares; 2025Q2: 10,330 shares; 2025Q3: 10,938 shares; 2025Q4: 23,669 shares; 2026Q1: 21,294 shares; 2026Q2: 23,118 shares 23,118 $1.97M 0.04% +1,824 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: 630 shares; 2024Q4: 843 shares; 2025Q1: 830 shares; 2025Q2: 3,732 shares; 2025Q3: 3,782 shares; 2025Q4: 3,042 shares; 2026Q1: 3,110 shares; 2026Q2: 3,685 shares 3,685 $1.97M 0.04% +575 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: not reported; 2024Q4: 3,057 shares; 2025Q1: 3,908 shares; 2025Q2: 4,495 shares; 2025Q3: 5,476 shares; 2025Q4: 5,831 shares; 2026Q1: 6,578 shares; 2026Q2: 6,842 shares 6,842 $1.96M 0.04% +264 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: 17,267 shares; 2024Q4: 17,486 shares; 2025Q1: 17,525 shares; 2025Q2: 17,839 shares; 2025Q3: 17,787 shares; 2025Q4: 18,117 shares; 2026Q1: 18,897 shares; 2026Q2: 19,206 shares 19,206 $1.96M 0.04% +309 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,656 shares; 2025Q2: 14,176 shares; 2025Q3: 14,176 shares; 2025Q4: 12,081 shares; 2026Q1: 11,795 shares; 2026Q2: 11,543 shares 11,543 $1.95M 0.04% -252 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,081 shares; 2025Q3: 65,158 shares; 2025Q4: 74,613 shares; 2026Q1: 88,654 shares; 2026Q2: 106,259 shares 106,259 $1.95M 0.04% +17,605 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,633 shares; 2024Q4: 8,755 shares; 2025Q1: 8,898 shares; 2025Q2: 8,884 shares; 2025Q3: 9,635 shares; 2025Q4: 10,483 shares; 2026Q1: 13,121 shares; 2026Q2: 23,800 shares 23,800 $1.95M 0.04% +10,679 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: 16,847 shares; 2024Q4: 17,638 shares; 2025Q1: 18,182 shares; 2025Q2: 27,900 shares; 2025Q3: 32,545 shares; 2025Q4: 43,844 shares; 2026Q1: 44,234 shares; 2026Q2: 56,675 shares 56,675 $1.94M 0.04% +12,441 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,919 shares; 2024Q4: 51,774 shares; 2025Q1: 52,454 shares; 2025Q2: 52,522 shares; 2025Q3: 58,198 shares; 2025Q4: 54,332 shares; 2026Q1: 54,180 shares; 2026Q2: 61,621 shares 61,621 $1.93M 0.04% +7,441 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,649 shares; 2025Q4: 19,558 shares; 2026Q1: 45,280 shares; 2026Q2: 51,489 shares 51,489 $1.93M 0.04% +6,209 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: not reported; 2024Q4: 1,108 shares; 2025Q1: 5,064 shares; 2025Q2: 6,429 shares; 2025Q3: 7,629 shares; 2025Q4: 4,991 shares; 2026Q1: 6,751 shares; 2026Q2: 8,010 shares 8,010 $1.92M 0.04% +1,259 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,407 shares; 2024Q4: 3,650 shares; 2025Q1: 4,898 shares; 2025Q2: 6,126 shares; 2025Q3: 6,777 shares; 2025Q4: 9,928 shares; 2026Q1: 13,030 shares; 2026Q2: 16,603 shares 16,603 $1.92M 0.04% +3,573 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,946 shares; 2025Q1: 3,885 shares; 2025Q2: 7,484 shares; 2025Q3: 17,538 shares; 2025Q4: 22,515 shares; 2026Q1: 15,794 shares; 2026Q2: 22,669 shares 22,669 $1.91M 0.04% +6,875 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,311 shares; 2024Q4: 5,326 shares; 2025Q1: 5,409 shares; 2025Q2: 5,375 shares; 2025Q3: 5,384 shares; 2025Q4: 5,442 shares; 2026Q1: 5,452 shares; 2026Q2: 5,611 shares 5,611 $1.91M 0.04% +159 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,282 shares; 2024Q4: 2,192 shares; 2025Q1: 3,109 shares; 2025Q2: 3,368 shares; 2025Q3: 4,006 shares; 2025Q4: 6,012 shares; 2026Q1: 10,094 shares; 2026Q2: 15,781 shares 15,781 $1.9M 0.04% +5,687 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,271 shares; 2025Q2: 24,024 shares; 2025Q3: 37,251 shares; 2025Q4: 42,791 shares; 2026Q1: 49,944 shares; 2026Q2: 39,561 shares 39,561 $1.9M 0.04% -10,383 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 869 shares; 2025Q2: 1,385 shares; 2025Q3: 2,004 shares; 2025Q4: 1,022 shares; 2026Q1: 2,412 shares; 2026Q2: 4,888 shares 4,888 $1.9M 0.04% +2,476 Timeline AVLC 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: 14,134 shares; 2024Q4: 14,687 shares; 2025Q1: 17,193 shares; 2025Q2: 17,676 shares; 2025Q3: 19,642 shares; 2025Q4: 20,487 shares; 2026Q1: 20,533 shares; 2026Q2: 21,281 shares 21,281 $1.89M 0.04% +748 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,071 shares; 2025Q1: 1,080 shares; 2025Q2: 2,466 shares; 2025Q3: 4,942 shares; 2025Q4: 8,376 shares; 2026Q1: 21,023 shares; 2026Q2: 23,546 shares 23,546 $1.89M 0.04% +2,523 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: 3,222 shares; 2024Q4: 3,601 shares; 2025Q1: 3,791 shares; 2025Q2: 4,188 shares; 2025Q3: 3,625 shares; 2025Q4: 4,622 shares; 2026Q1: 7,453 shares; 2026Q2: 6,570 shares 6,570 $1.88M 0.04% -883 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,387 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,690 shares; 2025Q3: 8,709 shares; 2025Q4: 11,555 shares; 2026Q1: 26,929 shares; 2026Q2: 27,278 shares 27,278 $1.88M 0.04% +349 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: 11,676 shares; 2024Q4: 11,784 shares; 2025Q1: 11,760 shares; 2025Q2: 11,640 shares; 2025Q3: 11,584 shares; 2025Q4: 11,260 shares; 2026Q1: 11,324 shares; 2026Q2: 11,566 shares 11,566 $1.87M 0.04% +242 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,101 shares 11,101 $1.86M 0.04% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,441 shares; 2024Q4: 13,463 shares; 2025Q1: 12,052 shares; 2025Q2: 12,070 shares; 2025Q3: 12,088 shares; 2025Q4: 12,114 shares; 2026Q1: 12,766 shares; 2026Q2: 12,699 shares 12,699 $1.86M 0.04% -67 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: 3,545 shares; 2024Q4: not reported; 2025Q1: 3,885 shares; 2025Q2: 5,200 shares; 2025Q3: 8,055 shares; 2025Q4: 7,510 shares; 2026Q1: 9,422 shares; 2026Q2: 16,468 shares 16,468 $1.86M 0.04% +7,046 Timeline QDPL 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: 74,809 shares; 2024Q4: 75,061 shares; 2025Q1: 64,917 shares; 2025Q2: 65,363 shares; 2025Q3: 61,361 shares; 2025Q4: 59,855 shares; 2026Q1: 56,388 shares; 2026Q2: 41,095 shares 41,095 $1.85M 0.04% -15,293 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,671 shares; 2024Q4: 13,006 shares; 2025Q1: 12,440 shares; 2025Q2: 10,172 shares; 2025Q3: 10,132 shares; 2025Q4: 10,632 shares; 2026Q1: 13,602 shares; 2026Q2: 13,452 shares 13,452 $1.84M 0.04% -150 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,960 shares; 2024Q4: 39,332 shares; 2025Q1: 39,551 shares; 2025Q2: 36,751 shares; 2025Q3: 35,435 shares; 2025Q4: 33,001 shares; 2026Q1: 32,649 shares; 2026Q2: 32,192 shares 32,192 $1.83M 0.04% -457 Timeline QTEC 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: 5,170 shares; 2024Q4: 5,174 shares; 2025Q1: 5,248 shares; 2025Q2: 5,323 shares; 2025Q3: 5,356 shares; 2025Q4: 5,404 shares; 2026Q1: 5,458 shares; 2026Q2: 6,019 shares 6,019 $1.82M 0.04% +561 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: 5,541 shares; 2024Q4: 4,592 shares; 2025Q1: 4,419 shares; 2025Q2: 4,810 shares; 2025Q3: 11,291 shares; 2025Q4: 10,437 shares; 2026Q1: 26,997 shares; 2026Q2: 51,131 shares 51,131 $1.82M 0.04% +24,134 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,512 shares; 2024Q4: 7,675 shares; 2025Q1: 8,163 shares; 2025Q2: 9,084 shares; 2025Q3: 9,288 shares; 2025Q4: 8,760 shares; 2026Q1: 8,017 shares; 2026Q2: 8,375 shares 8,375 $1.81M 0.04% +358 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES 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: 4,308 shares; 2026Q2: 5,278 shares 5,278 $1.79M 0.04% +970 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: 11,117 shares; 2024Q4: 10,589 shares; 2025Q1: 12,371 shares; 2025Q2: 12,387 shares; 2025Q3: 12,367 shares; 2025Q4: 12,321 shares; 2026Q1: 12,446 shares; 2026Q2: 12,922 shares 12,922 $1.79M 0.04% +476 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,424 shares; 2024Q4: 2,529 shares; 2025Q1: 2,067 shares; 2025Q2: 2,347 shares; 2025Q3: 2,423 shares; 2025Q4: 2,343 shares; 2026Q1: 2,652 shares; 2026Q2: 6,802 shares 6,802 $1.78M 0.04% +4,150 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: 19,749 shares; 2024Q4: 20,744 shares; 2025Q1: 16,152 shares; 2025Q2: 15,332 shares; 2025Q3: 20,828 shares; 2025Q4: 26,999 shares; 2026Q1: 21,827 shares; 2026Q2: 21,962 shares 21,962 $1.78M 0.04% +135 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,241 shares; 2024Q4: 20,854 shares; 2025Q1: 48,101 shares; 2025Q2: 46,221 shares; 2025Q3: 44,158 shares; 2025Q4: 39,665 shares; 2026Q1: 36,660 shares; 2026Q2: 34,492 shares 34,492 $1.78M 0.04% -2,168 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: 13,427 shares; 2024Q4: 11,799 shares; 2025Q1: 15,611 shares; 2025Q2: 14,203 shares; 2025Q3: 14,138 shares; 2025Q4: 15,390 shares; 2026Q1: 13,246 shares; 2026Q2: 13,200 shares 13,200 $1.76M 0.04% -46 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,072 shares; 2025Q2: 12,517 shares; 2025Q3: 12,517 shares; 2025Q4: 12,517 shares; 2026Q1: 12,511 shares; 2026Q2: 12,511 shares 12,511 $1.76M 0.04% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,945 shares; 2024Q4: 19,590 shares; 2025Q1: 17,965 shares; 2025Q2: 18,060 shares; 2025Q3: 17,998 shares; 2025Q4: 18,046 shares; 2026Q1: 19,957 shares; 2026Q2: 21,501 shares 21,501 $1.76M 0.04% +1,544 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,657 shares; 2025Q2: 3,410 shares; 2025Q3: 4,841 shares; 2025Q4: 5,795 shares; 2026Q1: 9,432 shares; 2026Q2: 8,737 shares 8,737 $1.76M 0.04% -695 Timeline PFXF 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: 98,845 shares; 2024Q4: 100,793 shares; 2025Q1: 106,010 shares; 2025Q2: 106,784 shares; 2025Q3: 107,432 shares; 2025Q4: 102,047 shares; 2026Q1: 103,094 shares; 2026Q2: 99,969 shares 99,969 $1.74M 0.03% -3,125 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,383 shares; 2025Q3: 11,282 shares; 2025Q4: 6,711 shares; 2026Q1: 18,415 shares; 2026Q2: 42,457 shares 42,457 $1.74M 0.03% +24,042 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: 55,474 shares; 2024Q4: 54,816 shares; 2025Q1: 42,142 shares; 2025Q2: 38,674 shares; 2025Q3: 38,222 shares; 2025Q4: 37,593 shares; 2026Q1: 33,928 shares; 2026Q2: 32,508 shares 32,508 $1.74M 0.03% -1,420 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: 30,981 shares; 2024Q4: 34,326 shares; 2025Q1: 38,782 shares; 2025Q2: 36,697 shares; 2025Q3: 37,002 shares; 2025Q4: 36,363 shares; 2026Q1: 42,631 shares; 2026Q2: 39,554 shares 39,554 $1.73M 0.03% -3,077 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,562 shares; 2024Q4: 41,562 shares; 2025Q1: 49,137 shares; 2025Q2: 41,355 shares; 2025Q3: 41,340 shares; 2025Q4: 41,340 shares; 2026Q1: 37,564 shares; 2026Q2: 35,652 shares 35,652 $1.73M 0.03% -1,912 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: 1,639 shares; 2024Q4: 1,566 shares; 2025Q1: 1,695 shares; 2025Q2: 2,710 shares; 2025Q3: 4,245 shares; 2025Q4: 4,558 shares; 2026Q1: 6,094 shares; 2026Q2: 5,463 shares 5,463 $1.72M 0.03% -631 Timeline VTC 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: 11,729 shares; 2024Q4: 19,182 shares; 2025Q1: 19,333 shares; 2025Q2: 19,496 shares; 2025Q3: 19,734 shares; 2025Q4: 25,866 shares; 2026Q1: 26,181 shares; 2026Q2: 22,803 shares 22,803 $1.72M 0.03% -3,378 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,783 shares; 2024Q4: 19,671 shares; 2025Q1: 17,412 shares; 2025Q2: 15,363 shares; 2025Q3: 14,187 shares; 2025Q4: 16,113 shares; 2026Q1: 16,799 shares; 2026Q2: 15,276 shares 15,276 $1.71M 0.03% -1,523 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: 4,630 shares; 2024Q4: 4,798 shares; 2025Q1: 5,382 shares; 2025Q2: 5,565 shares; 2025Q3: 5,788 shares; 2025Q4: 5,934 shares; 2026Q1: 6,521 shares; 2026Q2: 6,671 shares 6,671 $1.7M 0.03% +150 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,201 shares; 2024Q4: 1,365 shares; 2025Q1: 1,462 shares; 2025Q2: not reported; 2025Q3: 4,890 shares; 2025Q4: not reported; 2026Q1: 6,936 shares; 2026Q2: 8,361 shares 8,361 $1.67M 0.03% +1,425 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,099 shares; 2024Q4: 25,288 shares; 2025Q1: 25,045 shares; 2025Q2: 25,318 shares; 2025Q3: 27,131 shares; 2025Q4: 22,614 shares; 2026Q1: 25,876 shares; 2026Q2: 27,856 shares 27,856 $1.67M 0.03% +1,980 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,362 shares; 2024Q4: 9,468 shares; 2025Q1: 10,544 shares; 2025Q2: 11,753 shares; 2025Q3: 14,524 shares; 2025Q4: 16,452 shares; 2026Q1: 17,368 shares; 2026Q2: 17,785 shares 17,785 $1.67M 0.03% +417 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,377 shares; 2024Q4: 10,298 shares; 2025Q1: 7,619 shares; 2025Q2: 6,886 shares; 2025Q3: 5,466 shares; 2025Q4: 5,573 shares; 2026Q1: 19,137 shares; 2026Q2: 28,886 shares 28,886 $1.66M 0.03% +9,749 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,702 shares; 2025Q1: not reported; 2025Q2: 8,911 shares; 2025Q3: 11,078 shares; 2025Q4: 18,459 shares; 2026Q1: 27,039 shares; 2026Q2: 21,753 shares 21,753 $1.65M 0.03% -5,286 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 1,448 shares; 2025Q4: 1,781 shares; 2026Q1: 2,133 shares; 2026Q2: 2,196 shares 2,196 $1.65M 0.03% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,948 shares; 2025Q3: 7,518 shares; 2025Q4: 13,045 shares; 2026Q1: 15,041 shares; 2026Q2: 17,386 shares 17,386 $1.65M 0.03% +2,345 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: not reported; 2024Q4: 1,971 shares; 2025Q1: 1,989 shares; 2025Q2: 2,314 shares; 2025Q3: 2,741 shares; 2025Q4: 2,969 shares; 2026Q1: 3,480 shares; 2026Q2: 5,113 shares 5,113 $1.65M 0.03% +1,633 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 1,301 shares; 2025Q4: 2,109 shares; 2026Q1: 2,202 shares; 2026Q2: 5,492 shares 5,492 $1.65M 0.03% +3,290 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: 4,870 shares; 2024Q4: 7,009 shares; 2025Q1: 6,970 shares; 2025Q2: 8,194 shares; 2025Q3: 13,785 shares; 2025Q4: 13,604 shares; 2026Q1: 8,966 shares; 2026Q2: 20,060 shares 20,060 $1.65M 0.03% +11,094 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: 277 shares; 2024Q4: 283 shares; 2025Q1: 265 shares; 2025Q2: 355 shares; 2025Q3: 371 shares; 2025Q4: 554 shares; 2026Q1: 868 shares; 2026Q2: 1,589 shares 1,589 $1.64M 0.03% +721 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,957 shares; 2025Q2: 2,952 shares; 2025Q3: 4,705 shares; 2025Q4: 4,778 shares; 2026Q1: 6,314 shares; 2026Q2: 6,702 shares 6,702 $1.64M 0.03% +388 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,093 shares; 2024Q4: 58,237 shares; 2025Q1: 60,645 shares; 2025Q2: 60,856 shares; 2025Q3: 58,628 shares; 2025Q4: 55,143 shares; 2026Q1: 51,174 shares; 2026Q2: 54,298 shares 54,298 $1.64M 0.03% +3,124 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: 12,747 shares; 2024Q4: 12,949 shares; 2025Q1: 15,556 shares; 2025Q2: 19,807 shares; 2025Q3: 22,922 shares; 2025Q4: 25,068 shares; 2026Q1: 27,357 shares; 2026Q2: 25,829 shares 25,829 $1.64M 0.03% -1,528 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: 682 shares; 2024Q4: 1,262 shares; 2025Q1: 919 shares; 2025Q2: 1,069 shares; 2025Q3: 1,026 shares; 2025Q4: 1,225 shares; 2026Q1: 1,864 shares; 2026Q2: 1,984 shares 1,984 $1.64M 0.03% +120 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,149 shares; 2025Q4: 8,034 shares; 2026Q1: 13,455 shares; 2026Q2: 29,275 shares 29,275 $1.63M 0.03% +15,820 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: 9,250 shares; 2024Q4: 9,407 shares; 2025Q1: 9,715 shares; 2025Q2: 9,163 shares; 2025Q3: 9,431 shares; 2025Q4: 9,252 shares; 2026Q1: 14,173 shares; 2026Q2: 16,833 shares 16,833 $1.63M 0.03% +2,660 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,281 shares 64,281 $1.62M 0.03% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 485 shares; 2025Q2: 636 shares; 2025Q3: 770 shares; 2025Q4: 967 shares; 2026Q1: 2,198 shares; 2026Q2: 2,108 shares 2,108 $1.62M 0.03% -90 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,963 shares; 2025Q4: 8,762 shares; 2026Q1: 11,096 shares; 2026Q2: 14,077 shares 14,077 $1.62M 0.03% +2,981 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: 22,268 shares; 2024Q4: 22,072 shares; 2025Q1: 21,888 shares; 2025Q2: 21,964 shares; 2025Q3: 21,927 shares; 2025Q4: 23,004 shares; 2026Q1: 17,246 shares; 2026Q2: 17,180 shares 17,180 $1.61M 0.03% -66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,846 shares; 2025Q3: 1,655 shares; 2025Q4: 2,132 shares; 2026Q1: 3,403 shares; 2026Q2: 4,934 shares 4,934 $1.6M 0.03% +1,531 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: not reported; 2025Q1: 744 shares; 2025Q2: 773 shares; 2025Q3: 809 shares; 2025Q4: 842 shares; 2026Q1: 1,296 shares; 2026Q2: 1,547 shares 1,547 $1.6M 0.03% +251 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,723 shares; 2025Q3: 11,565 shares; 2025Q4: 12,437 shares; 2026Q1: 16,668 shares; 2026Q2: 18,927 shares 18,927 $1.6M 0.03% +2,259 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,448 shares; 2025Q4: 1,546 shares; 2026Q1: 4,170 shares; 2026Q2: 4,769 shares 4,769 $1.6M 0.03% +599 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,281 shares; 2025Q3: 16,496 shares; 2025Q4: 23,644 shares; 2026Q1: 55,701 shares; 2026Q2: 69,969 shares 69,969 $1.6M 0.03% +14,268 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,385 shares; 2024Q4: 26,525 shares; 2025Q1: 26,615 shares; 2025Q2: 27,055 shares; 2025Q3: 27,244 shares; 2025Q4: 27,425 shares; 2026Q1: 28,213 shares; 2026Q2: 28,679 shares 28,679 $1.59M 0.03% +466 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,011 shares; 2025Q1: 1,504 shares; 2025Q2: 1,651 shares; 2025Q3: 2,805 shares; 2025Q4: 3,387 shares; 2026Q1: 4,098 shares; 2026Q2: 4,268 shares 4,268 $1.59M 0.03% +170 Timeline VONV 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: 17,514 shares; 2024Q4: 17,932 shares; 2025Q1: 16,239 shares; 2025Q2: 16,126 shares; 2025Q3: 15,851 shares; 2025Q4: 14,705 shares; 2026Q1: 14,578 shares; 2026Q2: 14,689 shares 14,689 $1.59M 0.03% +111 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,774 shares; 2024Q4: 37,962 shares; 2025Q1: 36,214 shares; 2025Q2: 37,489 shares; 2025Q3: 39,247 shares; 2025Q4: 39,630 shares; 2026Q1: 41,185 shares; 2026Q2: 41,726 shares 41,726 $1.59M 0.03% +541 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,647 shares; 2025Q3: 4,057 shares; 2025Q4: 6,132 shares; 2026Q1: 8,032 shares; 2026Q2: 10,003 shares 10,003 $1.58M 0.03% +1,971 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,076 shares; 2025Q2: 16,076 shares; 2025Q3: 15,776 shares; 2025Q4: 15,595 shares; 2026Q1: 15,143 shares; 2026Q2: 15,143 shares 15,143 $1.57M 0.03% 0 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: 13,126 shares; 2024Q4: 13,282 shares; 2025Q1: 14,115 shares; 2025Q2: 14,973 shares; 2025Q3: 13,658 shares; 2025Q4: 14,318 shares; 2026Q1: 15,528 shares; 2026Q2: 17,721 shares 17,721 $1.57M 0.03% +2,193 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: 726 shares; 2024Q4: 749 shares; 2025Q1: 826 shares; 2025Q2: 883 shares; 2025Q3: 1,587 shares; 2025Q4: 9,597 shares; 2026Q1: 10,600 shares; 2026Q2: 17,033 shares 17,033 $1.57M 0.03% +6,433 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,252 shares; 2025Q3: 16,730 shares; 2025Q4: 28,333 shares; 2026Q1: 34,938 shares; 2026Q2: 41,227 shares 41,227 $1.56M 0.03% +6,289 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,478 shares; 2024Q4: 3,396 shares; 2025Q1: 3,715 shares; 2025Q2: 5,252 shares; 2025Q3: 5,342 shares; 2025Q4: 6,316 shares; 2026Q1: 10,693 shares; 2026Q2: 12,489 shares 12,489 $1.56M 0.03% +1,796 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: 5,078 shares; 2024Q4: 5,664 shares; 2025Q1: 6,545 shares; 2025Q2: 6,311 shares; 2025Q3: 5,989 shares; 2025Q4: 5,078 shares; 2026Q1: 5,359 shares; 2026Q2: 5,639 shares 5,639 $1.55M 0.03% +280 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,045 shares; 2024Q4: 61,235 shares; 2025Q1: 61,235 shares; 2025Q2: 61,235 shares; 2025Q3: 60,270 shares; 2025Q4: 39,804 shares; 2026Q1: 39,804 shares; 2026Q2: 38,773 shares 38,773 $1.54M 0.03% -1,031 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,971 shares; 2026Q2: 18,558 shares 18,558 $1.54M 0.03% +13,587 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,808 shares; 2024Q4: 1,788 shares; 2025Q1: 1,727 shares; 2025Q2: 26,909 shares; 2025Q3: 17,531 shares; 2025Q4: 18,056 shares; 2026Q1: 15,767 shares; 2026Q2: 17,881 shares 17,881 $1.54M 0.03% +2,114 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,869 shares; 2024Q4: 11,716 shares; 2025Q1: 13,688 shares; 2025Q2: 14,993 shares; 2025Q3: 19,429 shares; 2025Q4: 21,425 shares; 2026Q1: 30,226 shares; 2026Q2: 32,538 shares 32,538 $1.54M 0.03% +2,312 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: 56,156 shares; 2024Q4: 58,948 shares; 2025Q1: 63,339 shares; 2025Q2: 63,905 shares; 2025Q3: 64,380 shares; 2025Q4: 64,681 shares; 2026Q1: 70,761 shares; 2026Q2: 66,868 shares 66,868 $1.54M 0.03% -3,893 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: 2,863 shares; 2024Q4: 1,944 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,665 shares; 2025Q4: 5,035 shares; 2026Q1: 6,245 shares; 2026Q2: 7,322 shares 7,322 $1.53M 0.03% +1,077 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,946 shares; 2025Q3: 18,742 shares; 2025Q4: 21,960 shares; 2026Q1: 26,968 shares; 2026Q2: 30,061 shares 30,061 $1.53M 0.03% +3,093 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,006 shares; 2025Q3: 2,343 shares; 2025Q4: not reported; 2026Q1: 3,706 shares; 2026Q2: 7,116 shares 7,116 $1.53M 0.03% +3,410 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: 2,706 shares; 2024Q4: 4,314 shares; 2025Q1: 3,853 shares; 2025Q2: 4,348 shares; 2025Q3: 5,000 shares; 2025Q4: 3,762 shares; 2026Q1: 4,178 shares; 2026Q2: 10,302 shares 10,302 $1.53M 0.03% +6,124 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,143 shares; 2025Q3: 2,329 shares; 2025Q4: 2,301 shares; 2026Q1: 3,185 shares; 2026Q2: 5,100 shares 5,100 $1.53M 0.03% +1,915 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: 3,600 shares; 2024Q4: 3,602 shares; 2025Q1: 3,682 shares; 2025Q2: 4,434 shares; 2025Q3: 4,503 shares; 2025Q4: 4,508 shares; 2026Q1: 4,540 shares; 2026Q2: 4,369 shares 4,369 $1.52M 0.03% -171 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,981 shares; 2025Q2: 4,135 shares; 2025Q3: 7,217 shares; 2025Q4: 7,463 shares; 2026Q1: 21,731 shares; 2026Q2: 32,208 shares 32,208 $1.52M 0.03% +10,477 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: 3,483 shares; 2024Q4: 2,898 shares; 2025Q1: 2,468 shares; 2025Q2: 2,254 shares; 2025Q3: 2,487 shares; 2025Q4: 3,013 shares; 2026Q1: 3,724 shares; 2026Q2: 8,890 shares 8,890 $1.51M 0.03% +5,166 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,007 shares; 2024Q4: 18,238 shares; 2025Q1: 14,138 shares; 2025Q2: 14,470 shares; 2025Q3: 14,284 shares; 2025Q4: 17,633 shares; 2026Q1: 17,659 shares; 2026Q2: 14,318 shares 14,318 $1.51M 0.03% -3,341 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,265 shares; 2025Q3: 30,957 shares; 2025Q4: 20,796 shares; 2026Q1: 44,515 shares; 2026Q2: 104,888 shares 104,888 $1.51M 0.03% +60,373 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,889 shares; 2026Q1: 4,288 shares; 2026Q2: 6,531 shares 6,531 $1.5M 0.03% +2,243 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: 1,381 shares; 2024Q4: 1,782 shares; 2025Q1: 1,803 shares; 2025Q2: 1,867 shares; 2025Q3: 1,914 shares; 2025Q4: 2,121 shares; 2026Q1: 2,145 shares; 2026Q2: 2,461 shares 2,461 $1.5M 0.03% +316 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: 3,689 shares; 2024Q4: 3,783 shares; 2025Q1: 9,191 shares; 2025Q2: 7,873 shares; 2025Q3: 7,873 shares; 2025Q4: 7,881 shares; 2026Q1: 7,862 shares; 2026Q2: 7,922 shares 7,922 $1.5M 0.03% +60 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,050 shares; 2025Q3: 12,228 shares; 2025Q4: 9,945 shares; 2026Q1: 16,305 shares; 2026Q2: 36,807 shares 36,807 $1.5M 0.03% +20,502 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,640 shares; 2024Q4: 20,181 shares; 2025Q1: 22,294 shares; 2025Q2: 22,681 shares; 2025Q3: 24,989 shares; 2025Q4: 26,095 shares; 2026Q1: 30,910 shares; 2026Q2: 31,545 shares 31,545 $1.49M 0.03% +635 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,882 shares; 2024Q4: 7,916 shares; 2025Q1: 8,382 shares; 2025Q2: 8,089 shares; 2025Q3: 8,390 shares; 2025Q4: 8,559 shares; 2026Q1: 8,487 shares; 2026Q2: 9,485 shares 9,485 $1.49M 0.03% +998 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 3,513 shares; 2025Q2: 3,513 shares; 2025Q3: 3,513 shares; 2025Q4: 3,591 shares; 2026Q1: 3,491 shares; 2026Q2: 4,096 shares 4,096 $1.49M 0.03% +605 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,437 shares; 2024Q4: 37,640 shares; 2025Q1: 38,161 shares; 2025Q2: 37,552 shares; 2025Q3: 38,260 shares; 2025Q4: 38,106 shares; 2026Q1: 38,150 shares; 2026Q2: 38,589 shares 38,589 $1.48M 0.03% +439 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,765 shares; 2025Q4: 5,077 shares; 2026Q1: 8,611 shares; 2026Q2: 11,849 shares 11,849 $1.48M 0.03% +3,238 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 769 shares; 2025Q3: 1,335 shares; 2025Q4: 1,262 shares; 2026Q1: 4,579 shares; 2026Q2: 9,330 shares 9,330 $1.48M 0.03% +4,751 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: 7,728 shares; 2024Q4: 8,071 shares; 2025Q1: 10,042 shares; 2025Q2: 12,719 shares; 2025Q3: 13,479 shares; 2025Q4: 14,044 shares; 2026Q1: 15,888 shares; 2026Q2: 17,035 shares 17,035 $1.48M 0.03% +1,147 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,836 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,566 shares; 2025Q4: 5,359 shares; 2026Q1: 7,389 shares; 2026Q2: 8,472 shares 8,472 $1.48M 0.03% +1,083 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,043 shares; 2025Q2: 9,559 shares; 2025Q3: 14,496 shares; 2025Q4: 16,445 shares; 2026Q1: 18,742 shares; 2026Q2: 23,803 shares 23,803 $1.48M 0.03% +5,061 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,157 shares; 2024Q4: 88,311 shares; 2025Q1: 97,396 shares; 2025Q2: 97,296 shares; 2025Q3: 94,014 shares; 2025Q4: 89,812 shares; 2026Q1: 87,900 shares; 2026Q2: 84,459 shares 84,459 $1.47M 0.03% -3,441 Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE 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: 306,536 shares 306,536 $1.47M 0.03% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 1,723 shares; 2025Q4: 2,111 shares; 2026Q1: 5,488 shares; 2026Q2: 7,722 shares 7,722 $1.47M 0.03% +2,234 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.47M 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,707 shares; 2026Q2: 10,000 shares 10,000 $1.45M 0.03% +5,293 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 784 shares; 2024Q4: 715 shares; 2025Q1: 587 shares; 2025Q2: 1,007 shares; 2025Q3: 989 shares; 2025Q4: 1,119 shares; 2026Q1: 1,638 shares; 2026Q2: 3,865 shares 3,865 $1.44M 0.03% +2,227 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: 15,718 shares; 2024Q4: 15,782 shares; 2025Q1: 11,364 shares; 2025Q2: 8,876 shares; 2025Q3: 7,910 shares; 2025Q4: 7,806 shares; 2026Q1: 8,519 shares; 2026Q2: 7,888 shares 7,888 $1.44M 0.03% -631 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,272 shares; 2025Q2: 3,525 shares; 2025Q3: 5,268 shares; 2025Q4: 5,351 shares; 2026Q1: 6,688 shares; 2026Q2: 7,825 shares 7,825 $1.44M 0.03% +1,137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 945 shares; 2025Q4: 1,345 shares; 2026Q1: 2,001 shares; 2026Q2: 2,209 shares 2,209 $1.44M 0.03% +208 Timeline VSGX 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: 17,427 shares; 2024Q4: 17,578 shares; 2025Q1: 17,782 shares; 2025Q2: 17,883 shares; 2025Q3: 18,295 shares; 2025Q4: 17,923 shares; 2026Q1: 17,922 shares; 2026Q2: 18,077 shares 18,077 $1.43M 0.03% +155 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,749 shares; 2025Q4: 2,154 shares; 2026Q1: 3,384 shares; 2026Q2: 4,149 shares 4,149 $1.43M 0.03% +765 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,770 shares; 2024Q4: 77,002 shares; 2025Q1: 77,957 shares; 2025Q2: 67,222 shares; 2025Q3: 66,463 shares; 2025Q4: 56,625 shares; 2026Q1: 52,256 shares; 2026Q2: 53,144 shares 53,144 $1.43M 0.03% +888 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,113 shares; 2024Q4: 2,164 shares; 2025Q1: 2,191 shares; 2025Q2: 2,519 shares; 2025Q3: 2,745 shares; 2025Q4: 2,943 shares; 2026Q1: 4,446 shares; 2026Q2: 5,916 shares 5,916 $1.43M 0.03% +1,470 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,428 shares; 2024Q4: 2,628 shares; 2025Q1: 2,537 shares; 2025Q2: 2,337 shares; 2025Q3: 2,345 shares; 2025Q4: 2,327 shares; 2026Q1: 2,308 shares; 2026Q2: 12,489 shares 12,489 $1.42M 0.03% +10,181 Timeline BALL BALL CORP More: the full row for BALL 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: 4,859 shares; 2025Q4: 8,561 shares; 2026Q1: 19,652 shares; 2026Q2: 22,764 shares 22,764 $1.42M 0.03% +3,112 Timeline