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: 54,158 shares; 2024Q4: 56,029 shares; 2025Q1: 58,441 shares; 2025Q2: 54,470 shares; 2025Q3: 58,655 shares; 2025Q4: 62,769 shares; 2026Q1: 75,632 shares; 2026Q2: 87,030 shares 87,030 $59.8M 6.27% +11,398 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: 53,836 shares; 2024Q4: 59,151 shares; 2025Q1: 60,549 shares; 2025Q2: 48,493 shares; 2025Q3: 54,244 shares; 2025Q4: 60,362 shares; 2026Q1: 60,568 shares; 2026Q2: 304,531 shares 304,531 $37.8M 3.97% +243,963 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: 69,442 shares; 2024Q4: 67,535 shares; 2025Q1: 85,768 shares; 2025Q2: 83,949 shares; 2025Q3: 101,709 shares; 2025Q4: 130,002 shares; 2026Q1: 127,488 shares; 2026Q2: 138,046 shares 138,046 $33.5M 3.51% +10,558 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: 18,174 shares; 2024Q4: 14,141 shares; 2025Q1: 14,205 shares; 2025Q2: 13,492 shares; 2025Q3: 13,365 shares; 2025Q4: 12,966 shares; 2026Q1: 427,636 shares; 2026Q2: 415,569 shares 415,569 $29.6M 3.11% -12,067 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: 123,266 shares; 2024Q4: 124,219 shares; 2025Q1: 125,703 shares; 2025Q2: 98,875 shares; 2025Q3: 89,963 shares; 2025Q4: 88,801 shares; 2026Q1: 97,621 shares; 2026Q2: 97,879 shares 97,879 $28.3M 2.97% +258 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: 120,068 shares; 2024Q4: 120,230 shares; 2025Q1: 124,739 shares; 2025Q2: 101,635 shares; 2025Q3: 102,235 shares; 2025Q4: 103,795 shares; 2026Q1: 118,854 shares; 2026Q2: 119,059 shares 119,059 $23.8M 2.5% +205 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: 75,766 shares; 2024Q4: 77,097 shares; 2025Q1: 75,860 shares; 2025Q2: 62,974 shares; 2025Q3: 62,195 shares; 2025Q4: 64,747 shares; 2026Q1: 87,685 shares; 2026Q2: 87,023 shares 87,023 $20.7M 2.18% -662 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: 57,449 shares; 2024Q4: 54,007 shares; 2025Q1: 54,050 shares; 2025Q2: 41,804 shares; 2025Q3: 40,822 shares; 2025Q4: 42,032 shares; 2026Q1: 52,848 shares; 2026Q2: 53,155 shares 53,155 $19.8M 2.08% +307 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: 24,492 shares; 2024Q4: 24,873 shares; 2025Q1: 25,481 shares; 2025Q2: 24,360 shares; 2025Q3: 24,744 shares; 2025Q4: 25,232 shares; 2026Q1: 26,121 shares; 2026Q2: 25,691 shares 25,691 $18.9M 1.99% -430 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,101 shares; 2024Q4: 280,261 shares; 2025Q1: 298,227 shares; 2025Q2: 246,054 shares; 2025Q3: 263,765 shares; 2025Q4: 305,803 shares; 2026Q1: 341,084 shares; 2026Q2: 392,139 shares 392,139 $18.1M 1.9% +51,055 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,416 shares; 2024Q4: 169,722 shares; 2025Q1: 186,035 shares; 2025Q2: 173,098 shares; 2025Q3: 261,581 shares; 2025Q4: 298,406 shares; 2026Q1: 238,054 shares; 2026Q2: 260,533 shares 260,533 $17.7M 1.86% +22,479 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: 43,339 shares; 2024Q4: 38,775 shares; 2025Q1: 45,368 shares; 2025Q2: 23,291 shares; 2025Q3: 22,660 shares; 2025Q4: 22,221 shares; 2026Q1: 21,427 shares; 2026Q2: 21,062 shares 21,062 $15.7M 1.65% -365 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: 14,602 shares; 2024Q4: 15,402 shares; 2025Q1: 17,290 shares; 2025Q2: 18,420 shares; 2025Q3: 17,853 shares; 2025Q4: 19,174 shares; 2026Q1: 20,844 shares; 2026Q2: 20,715 shares 20,715 $15.5M 1.63% -129 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 472,905 shares; 2026Q2: 368,231 shares 368,231 $13.5M 1.41% -104,674 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: 44,544 shares; 2024Q4: 42,713 shares; 2025Q1: 43,356 shares; 2025Q2: 38,886 shares; 2025Q3: 39,398 shares; 2025Q4: 38,609 shares; 2026Q1: 40,463 shares; 2026Q2: 40,391 shares 40,391 $13.2M 1.39% -72 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: 23,096 shares; 2024Q4: 24,412 shares; 2025Q1: 26,463 shares; 2025Q2: 30,806 shares; 2025Q3: 33,075 shares; 2025Q4: 36,641 shares; 2026Q1: 37,560 shares; 2026Q2: 42,104 shares 42,104 $12M 1.26% +4,544 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: 37,307 shares; 2024Q4: 34,384 shares; 2025Q1: 35,146 shares; 2025Q2: 28,381 shares; 2025Q3: 28,434 shares; 2025Q4: 28,718 shares; 2026Q1: 33,119 shares; 2026Q2: 33,305 shares 33,305 $11.9M 1.25% +186 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: 45,870 shares; 2024Q4: 38,936 shares; 2025Q1: 39,719 shares; 2025Q2: 33,394 shares; 2025Q3: 27,268 shares; 2025Q4: 25,318 shares; 2026Q1: 28,996 shares; 2026Q2: 29,493 shares 29,493 $11.1M 1.17% +497 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: 36,613 shares; 2024Q4: 32,396 shares; 2025Q1: 31,973 shares; 2025Q2: 26,420 shares; 2025Q3: 25,880 shares; 2025Q4: 26,144 shares; 2026Q1: 29,482 shares; 2026Q2: 30,020 shares 30,020 $10.6M 1.11% +538 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171,362 shares; 2026Q2: 168,361 shares 168,361 $10M 1.05% -3,001 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: 16,966 shares; 2024Q4: 17,119 shares; 2025Q1: 17,383 shares; 2025Q2: 14,439 shares; 2025Q3: 14,495 shares; 2025Q4: 15,273 shares; 2026Q1: 16,751 shares; 2026Q2: 17,469 shares 17,469 $9.84M 1.03% +718 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: 20,507 shares; 2024Q4: 16,704 shares; 2025Q1: 16,973 shares; 2025Q2: 15,686 shares; 2025Q3: 15,825 shares; 2025Q4: 14,838 shares; 2026Q1: 26,088 shares; 2026Q2: 25,579 shares 25,579 $9.47M 0.99% -509 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: 30,558 shares; 2024Q4: 32,623 shares; 2025Q1: 30,734 shares; 2025Q2: 35,130 shares; 2025Q3: 116,890 shares; 2025Q4: 166,559 shares; 2026Q1: 108,153 shares; 2026Q2: 105,745 shares 105,745 $8.76M 0.92% -2,408 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: 2,695 shares; 2024Q4: 2,644 shares; 2025Q1: 2,686 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,592 shares; 2026Q1: 2,602 shares; 2026Q2: 26,073 shares 26,073 $7.87M 0.83% +23,471 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: 109,455 shares; 2024Q4: 324,526 shares; 2025Q1: 331,857 shares; 2025Q2: 231,828 shares; 2025Q3: 237,079 shares; 2025Q4: 220,905 shares; 2026Q1: 221,094 shares; 2026Q2: 226,006 shares 226,006 $7.65M 0.8% +4,912 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: 6,867 shares; 2024Q4: 7,666 shares; 2025Q1: 7,974 shares; 2025Q2: 7,876 shares; 2025Q3: 8,281 shares; 2025Q4: 8,945 shares; 2026Q1: 9,139 shares; 2026Q2: 11,376 shares 11,376 $7.46M 0.78% +2,237 Timeline RDVY 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: 62,771 shares; 2024Q4: 68,190 shares; 2025Q1: 73,963 shares; 2025Q2: 75,377 shares; 2025Q3: 75,141 shares; 2025Q4: 79,181 shares; 2026Q1: 79,618 shares; 2026Q2: 84,343 shares 84,343 $6.84M 0.72% +4,725 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: not reported; 2024Q4: 10,048 shares; 2025Q1: 10,115 shares; 2025Q2: 10,448 shares; 2025Q3: 13,626 shares; 2025Q4: 24,111 shares; 2026Q1: 25,147 shares; 2026Q2: 19,867 shares 19,867 $6.81M 0.71% -5,280 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,776 shares; 2025Q2: 130,555 shares; 2025Q3: 162,117 shares; 2025Q4: 185,340 shares; 2026Q1: 190,798 shares; 2026Q2: 156,963 shares 156,963 $6.77M 0.71% -33,835 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: 14,757 shares; 2024Q4: 15,394 shares; 2025Q1: 16,658 shares; 2025Q2: 12,158 shares; 2025Q3: 12,190 shares; 2025Q4: 12,282 shares; 2026Q1: 14,524 shares; 2026Q2: 15,015 shares 15,015 $6.32M 0.66% +491 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: 24,729 shares; 2024Q4: 23,100 shares; 2025Q1: 22,620 shares; 2025Q2: 21,052 shares; 2025Q3: 21,260 shares; 2025Q4: 21,529 shares; 2026Q1: 23,390 shares; 2026Q2: 23,282 shares 23,282 $5.86M 0.61% -108 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: 24,954 shares; 2024Q4: 21,643 shares; 2025Q1: 23,990 shares; 2025Q2: 21,323 shares; 2025Q3: 21,279 shares; 2025Q4: 21,619 shares; 2026Q1: 22,592 shares; 2026Q2: 22,661 shares 22,661 $5.76M 0.6% +69 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: 18,605 shares; 2024Q4: 19,420 shares; 2025Q1: 20,037 shares; 2025Q2: 18,510 shares; 2025Q3: 17,626 shares; 2025Q4: 18,261 shares; 2026Q1: 18,800 shares; 2026Q2: 18,383 shares 18,383 $5.57M 0.58% -417 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: 36,644 shares; 2024Q4: 37,826 shares; 2025Q1: 39,103 shares; 2025Q2: 48,541 shares; 2025Q3: 44,762 shares; 2025Q4: 44,897 shares; 2026Q1: 47,777 shares; 2026Q2: 46,472 shares 46,472 $5.46M 0.57% -1,305 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: 53,016 shares; 2024Q4: 57,195 shares; 2025Q1: 65,952 shares; 2025Q2: 66,411 shares; 2025Q3: 87,294 shares; 2025Q4: 82,573 shares; 2026Q1: 85,461 shares; 2026Q2: 93,290 shares 93,290 $5.27M 0.55% +7,829 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,121 shares 100,121 $5.04M 0.53% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,903 shares; 2025Q4: 47,290 shares; 2026Q1: 66,783 shares; 2026Q2: 84,077 shares 84,077 $5.02M 0.53% +17,294 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: 17,515 shares; 2024Q4: 17,863 shares; 2025Q1: 20,346 shares; 2025Q2: 25,376 shares; 2025Q3: 26,841 shares; 2025Q4: 28,098 shares; 2026Q1: 30,595 shares; 2026Q2: 30,427 shares 30,427 $5M 0.52% -168 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: 2,895 shares; 2024Q4: 2,849 shares; 2025Q1: 4,657 shares; 2025Q2: 9,194 shares; 2025Q3: 9,124 shares; 2025Q4: 10,132 shares; 2026Q1: 13,391 shares; 2026Q2: 13,217 shares 13,217 $4.84M 0.51% -174 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: 42,750 shares; 2024Q4: 42,253 shares; 2025Q1: 42,280 shares; 2025Q2: 34,060 shares; 2025Q3: 35,297 shares; 2025Q4: 36,888 shares; 2026Q1: 42,597 shares; 2026Q2: 42,134 shares 42,134 $4.77M 0.5% -463 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,214 shares; 2024Q4: 3,529 shares; 2025Q1: 3,731 shares; 2025Q2: 2,878 shares; 2025Q3: 3,078 shares; 2025Q4: 3,135 shares; 2026Q1: 3,768 shares; 2026Q2: 3,896 shares 3,896 $4.67M 0.49% +128 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: 88,417 shares; 2024Q4: 46,396 shares; 2025Q1: 41,912 shares; 2025Q2: 26,682 shares; 2025Q3: 24,866 shares; 2025Q4: 27,587 shares; 2026Q1: 51,197 shares; 2026Q2: 47,863 shares 47,863 $4.62M 0.49% -3,334 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: 50,136 shares; 2024Q4: 52,361 shares; 2025Q1: 50,722 shares; 2025Q2: 51,695 shares; 2025Q3: 48,496 shares; 2025Q4: 54,642 shares; 2026Q1: 57,302 shares; 2026Q2: 59,933 shares 59,933 $4.62M 0.49% +2,631 Timeline FV 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: 76,617 shares; 2024Q4: 76,544 shares; 2025Q1: 76,484 shares; 2025Q2: 64,511 shares; 2025Q3: 64,556 shares; 2025Q4: 61,129 shares; 2026Q1: 60,862 shares; 2026Q2: 60,464 shares 60,464 $4.59M 0.48% -398 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,736 shares; 2026Q2: 56,739 shares 56,739 $4.51M 0.47% +3 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: 76,798 shares; 2024Q4: 68,596 shares; 2025Q1: 78,471 shares; 2025Q2: 67,839 shares; 2025Q3: 68,349 shares; 2025Q4: 48,587 shares; 2026Q1: 45,601 shares; 2026Q2: 19,686 shares 19,686 $4.32M 0.45% -25,915 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: 13,541 shares; 2024Q4: 12,642 shares; 2025Q1: 12,373 shares; 2025Q2: 11,185 shares; 2025Q3: 11,238 shares; 2025Q4: 11,664 shares; 2026Q1: 12,278 shares; 2026Q2: 11,941 shares 11,941 $4.21M 0.44% -337 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,623 shares; 2024Q4: 4,189 shares; 2025Q1: 21,400 shares; 2025Q2: 26,139 shares; 2025Q3: 34,095 shares; 2025Q4: 32,640 shares; 2026Q1: 37,784 shares; 2026Q2: 40,995 shares 40,995 $4.11M 0.43% +3,211 Timeline SCHR 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: 8,373 shares; 2024Q4: 12,345 shares; 2025Q1: 12,781 shares; 2025Q2: 8,284 shares; 2025Q3: not reported; 2025Q4: 13,295 shares; 2026Q1: 128,041 shares; 2026Q2: 161,338 shares 161,338 $3.98M 0.42% +33,297 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 24,928 shares; 2026Q2: 20,974 shares 20,974 $3.83M 0.4% -3,954 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,800 shares; 2024Q4: 106,842 shares; 2025Q1: 104,669 shares; 2025Q2: 92,107 shares; 2025Q3: 90,454 shares; 2025Q4: 90,190 shares; 2026Q1: 82,845 shares; 2026Q2: 82,836 shares 82,836 $3.77M 0.4% -9 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: 37,516 shares; 2024Q4: 34,668 shares; 2025Q1: 33,506 shares; 2025Q2: 28,394 shares; 2025Q3: 26,824 shares; 2025Q4: 27,628 shares; 2026Q1: 27,284 shares; 2026Q2: 25,247 shares 25,247 $3.7M 0.39% -2,037 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 124,367 shares 124,367 $3.49M 0.37% new 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: 2,399 shares; 2024Q4: 2,175 shares; 2025Q1: 18,889 shares; 2025Q2: 20,716 shares; 2025Q3: 29,101 shares; 2025Q4: 29,265 shares; 2026Q1: 36,491 shares; 2026Q2: 34,632 shares 34,632 $3.49M 0.37% -1,859 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: 27,419 shares; 2024Q4: 27,489 shares; 2025Q1: 33,022 shares; 2025Q2: 32,470 shares; 2025Q3: 32,187 shares; 2025Q4: 35,127 shares; 2026Q1: 37,465 shares; 2026Q2: 37,673 shares 37,673 $3.42M 0.36% +208 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,734 shares; 2024Q4: 65,391 shares; 2025Q1: 58,534 shares; 2025Q2: 39,505 shares; 2025Q3: 46,584 shares; 2025Q4: 59,851 shares; 2026Q1: 66,414 shares; 2026Q2: 71,102 shares 71,102 $3.33M 0.35% +4,688 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: 4,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,550 shares; 2025Q3: 42,679 shares; 2025Q4: 45,617 shares; 2026Q1: 61,877 shares; 2026Q2: 67,687 shares 67,687 $3.28M 0.34% +5,810 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,913 shares; 2024Q4: 10,425 shares; 2025Q1: 10,335 shares; 2025Q2: 9,631 shares; 2025Q3: 9,878 shares; 2025Q4: 10,173 shares; 2026Q1: 9,888 shares; 2026Q2: 9,413 shares 9,413 $3.21M 0.34% -475 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,978 shares; 2026Q1: 29,135 shares; 2026Q2: 29,358 shares 29,358 $3.16M 0.33% +223 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: 14,620 shares; 2024Q4: 13,527 shares; 2025Q1: 13,592 shares; 2025Q2: 10,976 shares; 2025Q3: 11,022 shares; 2025Q4: 11,163 shares; 2026Q1: 11,421 shares; 2026Q2: 11,127 shares 11,127 $3.01M 0.32% -294 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: 9,237 shares; 2024Q4: 10,156 shares; 2025Q1: 10,751 shares; 2025Q2: 10,761 shares; 2025Q3: 9,600 shares; 2025Q4: 9,244 shares; 2026Q1: 9,846 shares; 2026Q2: 9,479 shares 9,479 $2.85M 0.3% -367 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: 21,682 shares; 2024Q4: 24,047 shares; 2025Q1: 18,187 shares; 2025Q2: 43,639 shares; 2025Q3: 43,605 shares; 2025Q4: 52,075 shares; 2026Q1: 53,099 shares; 2026Q2: 54,625 shares 54,625 $2.76M 0.29% +1,526 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: 60,312 shares; 2024Q4: 47,590 shares; 2025Q1: 45,948 shares; 2025Q2: 36,967 shares; 2025Q3: 43,021 shares; 2025Q4: 43,018 shares; 2026Q1: 46,759 shares; 2026Q2: 48,271 shares 48,271 $2.75M 0.29% +1,512 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,345 shares; 2026Q1: 46,162 shares; 2026Q2: 52,261 shares 52,261 $2.74M 0.29% +6,099 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,845 shares; 2024Q4: 8,800 shares; 2025Q1: 23,190 shares; 2025Q2: 18,528 shares; 2025Q3: 31,573 shares; 2025Q4: 87,000 shares; 2026Q1: 63,096 shares; 2026Q2: 52,474 shares 52,474 $2.61M 0.27% -10,622 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,640 shares; 2024Q4: 5,560 shares; 2025Q1: 5,825 shares; 2025Q2: 5,446 shares; 2025Q3: 6,522 shares; 2025Q4: 6,047 shares; 2026Q1: 6,018 shares; 2026Q2: 6,129 shares 6,129 $2.61M 0.27% +111 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: 6,437 shares; 2024Q4: 5,787 shares; 2025Q1: 6,048 shares; 2025Q2: 3,284 shares; 2025Q3: 3,419 shares; 2025Q4: 3,548 shares; 2026Q1: 4,371 shares; 2026Q2: 4,879 shares 4,879 $2.44M 0.26% +508 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: 4,324 shares; 2024Q4: 4,906 shares; 2025Q1: 4,907 shares; 2025Q2: 3,195 shares; 2025Q3: 3,124 shares; 2025Q4: 3,138 shares; 2026Q1: 3,267 shares; 2026Q2: 3,330 shares 3,330 $2.41M 0.25% +63 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: 6,440 shares; 2024Q4: 6,217 shares; 2025Q1: 6,334 shares; 2025Q2: 6,109 shares; 2025Q3: 6,022 shares; 2025Q4: 6,027 shares; 2026Q1: 7,139 shares; 2026Q2: 7,200 shares 7,200 $2.38M 0.25% +61 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: 13,939 shares; 2024Q4: 13,460 shares; 2025Q1: 14,198 shares; 2025Q2: 14,263 shares; 2025Q3: 15,755 shares; 2025Q4: 18,138 shares; 2026Q1: 20,729 shares; 2026Q2: 21,485 shares 21,485 $2.31M 0.24% +756 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: 9,194 shares; 2024Q4: 9,350 shares; 2025Q1: 9,725 shares; 2025Q2: 6,029 shares; 2025Q3: 5,804 shares; 2025Q4: 5,751 shares; 2026Q1: 6,809 shares; 2026Q2: 6,689 shares 6,689 $2.29M 0.24% -120 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: 16,649 shares; 2024Q4: 16,633 shares; 2025Q1: 16,199 shares; 2025Q2: 14,355 shares; 2025Q3: 15,532 shares; 2025Q4: 15,280 shares; 2026Q1: 15,225 shares; 2026Q2: 15,575 shares 15,575 $2.28M 0.24% +350 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: 2,777 shares; 2024Q4: 2,636 shares; 2025Q1: 2,735 shares; 2025Q2: 1,962 shares; 2025Q3: 2,003 shares; 2025Q4: 2,104 shares; 2026Q1: 2,441 shares; 2026Q2: 2,430 shares 2,430 $2.27M 0.24% -11 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: 5,369 shares; 2024Q4: 5,003 shares; 2025Q1: 6,470 shares; 2025Q2: 3,234 shares; 2025Q3: 2,733 shares; 2025Q4: 2,704 shares; 2026Q1: 3,096 shares; 2026Q2: 3,874 shares 3,874 $2.25M 0.24% +778 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: 19,496 shares; 2024Q4: 23,066 shares; 2025Q1: 22,855 shares; 2025Q2: 13,524 shares; 2025Q3: 11,861 shares; 2025Q4: 12,623 shares; 2026Q1: 14,554 shares; 2026Q2: 14,627 shares 14,627 $2.22M 0.23% +73 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613 shares; 2024Q4: 1,562 shares; 2025Q1: 2,031 shares; 2025Q2: 2,060 shares; 2025Q3: 2,147 shares; 2025Q4: 2,626 shares; 2026Q1: 2,628 shares; 2026Q2: 2,825 shares 2,825 $2.16M 0.23% +197 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: 3,679 shares; 2024Q4: 3,805 shares; 2025Q1: 3,798 shares; 2025Q2: 2,779 shares; 2025Q3: 2,774 shares; 2025Q4: 27,582 shares; 2026Q1: 29,944 shares; 2026Q2: 29,845 shares 29,845 $2.13M 0.22% -99 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: 16,717 shares; 2024Q4: 16,598 shares; 2025Q1: 16,549 shares; 2025Q2: 16,305 shares; 2025Q3: 16,213 shares; 2025Q4: 16,515 shares; 2026Q1: 16,739 shares; 2026Q2: 16,771 shares 16,771 $2.12M 0.22% +32 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,637 shares; 2024Q4: 2,894 shares; 2025Q1: 6,311 shares; 2025Q2: 4,036 shares; 2025Q3: 4,691 shares; 2025Q4: 4,248 shares; 2026Q1: 11,141 shares; 2026Q2: 11,349 shares 11,349 $2.1M 0.22% +208 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,514 shares; 2024Q4: 7,053 shares; 2025Q1: 22,381 shares; 2025Q2: 29,413 shares; 2025Q3: 24,770 shares; 2025Q4: 28,940 shares; 2026Q1: 33,148 shares; 2026Q2: 33,910 shares 33,910 $2.08M 0.22% +762 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,377 shares; 2024Q4: 42,268 shares; 2025Q1: 41,517 shares; 2025Q2: 26,476 shares; 2025Q3: 36,809 shares; 2025Q4: 46,055 shares; 2026Q1: 49,461 shares; 2026Q2: 38,412 shares 38,412 $2.01M 0.21% -11,049 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: 45,469 shares; 2025Q4: 70,179 shares; 2026Q1: 71,589 shares; 2026Q2: 73,881 shares 73,881 $2.01M 0.21% +2,292 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: 14,827 shares; 2025Q1: 28,546 shares; 2025Q2: 24,718 shares; 2025Q3: 39,174 shares; 2025Q4: 43,168 shares; 2026Q1: 23,029 shares; 2026Q2: 26,312 shares 26,312 $1.99M 0.21% +3,283 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: 41,084 shares; 2024Q4: 43,925 shares; 2025Q1: 41,921 shares; 2025Q2: 44,845 shares; 2025Q3: 43,029 shares; 2025Q4: 42,135 shares; 2026Q1: 41,427 shares; 2026Q2: 38,948 shares 38,948 $1.97M 0.21% -2,479 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,118 shares; 2024Q4: 6,806 shares; 2025Q1: 6,889 shares; 2025Q2: 6,629 shares; 2025Q3: 7,252 shares; 2025Q4: 7,246 shares; 2026Q1: 7,207 shares; 2026Q2: 7,314 shares 7,314 $1.87M 0.2% +107 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: 2,388 shares; 2024Q4: 2,571 shares; 2025Q1: 2,430 shares; 2025Q2: 2,099 shares; 2025Q3: 2,120 shares; 2025Q4: 2,000 shares; 2026Q1: 2,404 shares; 2026Q2: 2,390 shares 2,390 $1.81M 0.19% -14 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: 40,792 shares; 2024Q4: 24,057 shares; 2025Q1: 17,988 shares; 2025Q2: 19,101 shares; 2025Q3: 14,829 shares; 2025Q4: 18,844 shares; 2026Q1: 18,944 shares; 2026Q2: 23,609 shares 23,609 $1.79M 0.19% +4,665 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,764 shares; 2026Q2: 75,735 shares 75,735 $1.78M 0.19% +13,971 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: 13,501 shares; 2024Q4: 26,198 shares; 2025Q1: 29,301 shares; 2025Q2: 31,509 shares; 2025Q3: 32,499 shares; 2025Q4: 28,618 shares; 2026Q1: 60,269 shares; 2026Q2: 64,306 shares 64,306 $1.78M 0.19% +4,037 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,240 shares; 2024Q4: 11,766 shares; 2025Q1: 12,023 shares; 2025Q2: 12,493 shares; 2025Q3: 12,675 shares; 2025Q4: 12,772 shares; 2026Q1: 12,899 shares; 2026Q2: 12,994 shares 12,994 $1.78M 0.19% +95 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: 23,536 shares; 2024Q4: 20,057 shares; 2025Q1: 20,488 shares; 2025Q2: 15,357 shares; 2025Q3: 15,448 shares; 2025Q4: 15,756 shares; 2026Q1: 13,161 shares; 2026Q2: 13,054 shares 13,054 $1.77M 0.19% -107 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: 7,945 shares; 2024Q4: 7,610 shares; 2025Q1: 7,369 shares; 2025Q2: 4,535 shares; 2025Q3: 4,609 shares; 2025Q4: 5,068 shares; 2026Q1: 5,105 shares; 2026Q2: 5,130 shares 5,130 $1.75M 0.18% +25 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 9,767 shares; 2025Q4: 29,213 shares; 2026Q1: 42,042 shares; 2026Q2: 56,299 shares 56,299 $1.73M 0.18% +14,257 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: 21,479 shares; 2024Q4: 14,937 shares; 2025Q1: 17,075 shares; 2025Q2: 10,143 shares; 2025Q3: 9,505 shares; 2025Q4: 11,425 shares; 2026Q1: 10,957 shares; 2026Q2: 11,732 shares 11,732 $1.72M 0.18% +775 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: 59,179 shares; 2024Q4: 56,690 shares; 2025Q1: 56,752 shares; 2025Q2: 56,155 shares; 2025Q3: 54,879 shares; 2025Q4: 51,820 shares; 2026Q1: 39,693 shares; 2026Q2: 35,543 shares 35,543 $1.71M 0.18% -4,150 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,853 shares; 2024Q4: 3,002 shares; 2025Q1: 12,516 shares; 2025Q2: 21,629 shares; 2025Q3: 39,849 shares; 2025Q4: 45,428 shares; 2026Q1: 7,801 shares; 2026Q2: 6,249 shares 6,249 $1.71M 0.18% -1,552 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: 3,103 shares; 2024Q4: 2,727 shares; 2025Q1: 2,706 shares; 2025Q2: 2,730 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares; 2026Q1: 3,259 shares; 2026Q2: 19,539 shares 19,539 $1.68M 0.18% +16,280 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: 3,436 shares; 2024Q4: 3,762 shares; 2025Q1: 2,822 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 951 shares; 2026Q1: 1,275 shares; 2026Q2: 1,439 shares 1,439 $1.66M 0.17% +164 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 71,499 shares; 2025Q4: 62,103 shares; 2026Q1: 63,135 shares; 2026Q2: 59,745 shares 59,745 $1.66M 0.17% -3,390 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: 25,246 shares; 2024Q4: 25,280 shares; 2025Q1: 24,561 shares; 2025Q2: 18,624 shares; 2025Q3: 17,665 shares; 2025Q4: 18,263 shares; 2026Q1: 19,189 shares; 2026Q2: 20,186 shares 20,186 $1.64M 0.17% +997 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: 9,009 shares; 2024Q4: 9,168 shares; 2025Q1: 8,372 shares; 2025Q2: 10,365 shares; 2025Q3: 10,417 shares; 2025Q4: 11,801 shares; 2026Q1: 12,578 shares; 2026Q2: 13,053 shares 13,053 $1.63M 0.17% +475 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,796 shares; 2025Q1: 1,809 shares; 2025Q2: 1,707 shares; 2025Q3: 1,686 shares; 2025Q4: 1,691 shares; 2026Q1: 1,708 shares; 2026Q2: 1,691 shares 1,691 $1.63M 0.17% -17 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: 12,175 shares; 2024Q4: 10,690 shares; 2025Q1: 10,040 shares; 2025Q2: 7,464 shares; 2025Q3: 7,791 shares; 2025Q4: 8,112 shares; 2026Q1: 8,581 shares; 2026Q2: 8,525 shares 8,525 $1.62M 0.17% -56 Timeline BUFD 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: 27,830 shares; 2024Q4: 34,215 shares; 2025Q1: 35,967 shares; 2025Q2: 41,916 shares; 2025Q3: 47,216 shares; 2025Q4: 54,404 shares; 2026Q1: 56,848 shares; 2026Q2: 54,271 shares 54,271 $1.61M 0.17% -2,577 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,058 shares; 2024Q4: 11,919 shares; 2025Q1: 12,761 shares; 2025Q2: 19,326 shares; 2025Q3: 19,186 shares; 2025Q4: 19,218 shares; 2026Q1: 19,200 shares; 2026Q2: 54,015 shares 54,015 $1.61M 0.17% +34,815 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,669 shares; 2025Q1: 20,751 shares; 2025Q2: 25,232 shares; 2025Q3: 26,490 shares; 2025Q4: 41,685 shares; 2026Q1: 39,998 shares; 2026Q2: 42,703 shares 42,703 $1.6M 0.17% +2,705 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: 9,632 shares; 2024Q4: 8,345 shares; 2025Q1: 10,053 shares; 2025Q2: 6,336 shares; 2025Q3: 6,375 shares; 2025Q4: 3,906 shares; 2026Q1: 4,051 shares; 2026Q2: 3,828 shares 3,828 $1.59M 0.17% -223 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: 6,693 shares; 2024Q4: 5,014 shares; 2025Q1: 5,023 shares; 2025Q2: 4,020 shares; 2025Q3: 3,903 shares; 2025Q4: 4,261 shares; 2026Q1: 5,076 shares; 2026Q2: 5,580 shares 5,580 $1.57M 0.16% +504 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,577 shares; 2024Q4: 12,879 shares; 2025Q1: 14,528 shares; 2025Q2: 14,978 shares; 2025Q3: 14,325 shares; 2025Q4: 15,497 shares; 2026Q1: 15,501 shares; 2026Q2: 16,120 shares 16,120 $1.55M 0.16% +619 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,870 shares; 2024Q4: not reported; 2025Q1: 4,662 shares; 2025Q2: 3,013 shares; 2025Q3: 3,126 shares; 2025Q4: 3,673 shares; 2026Q1: 3,960 shares; 2026Q2: 3,728 shares 3,728 $1.55M 0.16% -232 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,889 shares 6,889 $1.54M 0.16% new 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: 13,163 shares; 2024Q4: 12,278 shares; 2025Q1: 12,488 shares; 2025Q2: 11,642 shares; 2025Q3: 11,865 shares; 2025Q4: 11,803 shares; 2026Q1: 12,046 shares; 2026Q2: 12,181 shares 12,181 $1.54M 0.16% +135 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,889 shares 6,889 $1.52M 0.16% new 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: 18,385 shares; 2024Q4: 15,853 shares; 2025Q1: 14,939 shares; 2025Q2: 13,100 shares; 2025Q3: 12,464 shares; 2025Q4: 12,042 shares; 2026Q1: 11,638 shares; 2026Q2: 11,805 shares 11,805 $1.52M 0.16% +167 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: 5,155 shares; 2024Q4: 5,185 shares; 2025Q1: 5,715 shares; 2025Q2: 3,518 shares; 2025Q3: 4,100 shares; 2025Q4: 4,295 shares; 2026Q1: 4,728 shares; 2026Q2: 4,523 shares 4,523 $1.51M 0.16% -205 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,404 shares; 2025Q2: 17,517 shares; 2025Q3: 15,703 shares; 2025Q4: 38,913 shares; 2026Q1: 37,837 shares; 2026Q2: 65,205 shares 65,205 $1.51M 0.16% +27,368 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,921 shares; 2024Q4: 9,614 shares; 2025Q1: 9,685 shares; 2025Q2: 9,393 shares; 2025Q3: 9,265 shares; 2025Q4: 9,300 shares; 2026Q1: 9,351 shares; 2026Q2: 9,380 shares 9,380 $1.5M 0.16% +29 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: 4,795 shares; 2024Q4: 3,776 shares; 2025Q1: 4,882 shares; 2025Q2: 3,311 shares; 2025Q3: 3,393 shares; 2025Q4: 3,290 shares; 2026Q1: 4,074 shares; 2026Q2: 3,988 shares 3,988 $1.49M 0.16% -86 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: 20,784 shares; 2024Q4: 42,029 shares; 2025Q1: 41,874 shares; 2025Q2: 42,119 shares; 2025Q3: 42,380 shares; 2025Q4: 37,820 shares; 2026Q1: 40,690 shares; 2026Q2: 41,099 shares 41,099 $1.48M 0.16% +409 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: 12,927 shares; 2024Q4: 12,843 shares; 2025Q1: 12,679 shares; 2025Q2: 10,730 shares; 2025Q3: 10,175 shares; 2025Q4: 10,183 shares; 2026Q1: 10,249 shares; 2026Q2: 10,243 shares 10,243 $1.47M 0.15% -6 Timeline IWX 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: 5,147 shares; 2025Q2: 8,388 shares; 2025Q3: 8,158 shares; 2025Q4: 9,945 shares; 2026Q1: 12,353 shares; 2026Q2: 13,552 shares 13,552 $1.43M 0.15% +1,199 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 48,146 shares; 2025Q4: 43,194 shares; 2026Q1: 51,783 shares; 2026Q2: 54,112 shares 54,112 $1.41M 0.15% +2,329 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: 24,738 shares; 2024Q4: 21,767 shares; 2025Q1: 22,533 shares; 2025Q2: 16,159 shares; 2025Q3: 16,543 shares; 2025Q4: 17,368 shares; 2026Q1: 25,092 shares; 2026Q2: 24,313 shares 24,313 $1.4M 0.15% -779 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,065 shares; 2024Q4: 46,642 shares; 2025Q1: 35,010 shares; 2025Q2: 34,249 shares; 2025Q3: 25,421 shares; 2025Q4: 16,480 shares; 2026Q1: 12,491 shares; 2026Q2: 11,103 shares 11,103 $1.38M 0.14% -1,388 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,127 shares; 2024Q4: 4,972 shares; 2025Q1: 5,010 shares; 2025Q2: 4,795 shares; 2025Q3: 4,796 shares; 2025Q4: 4,764 shares; 2026Q1: 6,204 shares; 2026Q2: 6,240 shares 6,240 $1.34M 0.14% +36 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,925 shares 25,925 $1.31M 0.14% new 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: 4,287 shares; 2024Q4: 3,924 shares; 2025Q1: 3,616 shares; 2025Q2: 2,391 shares; 2025Q3: 2,312 shares; 2025Q4: 2,383 shares; 2026Q1: 2,718 shares; 2026Q2: 2,559 shares 2,559 $1.3M 0.14% -159 Timeline ZALT 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: 27,125 shares; 2024Q4: 40,260 shares; 2025Q1: 43,725 shares; 2025Q2: 38,445 shares; 2025Q3: 42,005 shares; 2025Q4: 47,220 shares; 2026Q1: 46,930 shares; 2026Q2: 38,150 shares 38,150 $1.29M 0.14% -8,780 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: 11,140 shares; 2024Q4: 9,715 shares; 2025Q1: 9,651 shares; 2025Q2: 5,292 shares; 2025Q3: 5,542 shares; 2025Q4: 5,548 shares; 2026Q1: 6,623 shares; 2026Q2: 7,790 shares 7,790 $1.29M 0.14% +1,167 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,369 shares; 2024Q4: 67,530 shares; 2025Q1: 58,956 shares; 2025Q2: 87,480 shares; 2025Q3: 47,232 shares; 2025Q4: 43,332 shares; 2026Q1: 18,208 shares; 2026Q2: 16,633 shares 16,633 $1.27M 0.13% -1,575 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,483 shares; 2024Q4: 13,511 shares; 2025Q1: 13,573 shares; 2025Q2: 12,887 shares; 2025Q3: 12,732 shares; 2025Q4: 13,117 shares; 2026Q1: 14,957 shares; 2026Q2: 15,045 shares 15,045 $1.27M 0.13% +88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,476 shares; 2025Q4: 22,435 shares; 2026Q1: 23,825 shares; 2026Q2: 29,822 shares 29,822 $1.26M 0.13% +5,997 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: 1,465 shares; 2024Q4: 1,317 shares; 2025Q1: 1,394 shares; 2025Q2: 905 shares; 2025Q3: 925 shares; 2025Q4: 920 shares; 2026Q1: 999 shares; 2026Q2: 1,064 shares 1,064 $1.25M 0.13% +65 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: 34,734 shares; 2024Q4: 33,497 shares; 2025Q1: 37,503 shares; 2025Q2: 25,414 shares; 2025Q3: 25,379 shares; 2025Q4: 25,255 shares; 2026Q1: 27,524 shares; 2026Q2: 29,401 shares 29,401 $1.24M 0.13% +1,877 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: 9,122 shares; 2024Q4: 8,638 shares; 2025Q1: 8,381 shares; 2025Q2: 8,468 shares; 2025Q3: 8,639 shares; 2025Q4: 8,811 shares; 2026Q1: 8,998 shares; 2026Q2: 9,080 shares 9,080 $1.24M 0.13% +82 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: 3,074 shares; 2025Q1: 4,408 shares; 2025Q2: 2,113 shares; 2025Q3: 2,260 shares; 2025Q4: 2,254 shares; 2026Q1: 2,686 shares; 2026Q2: 2,856 shares 2,856 $1.24M 0.13% +170 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,907 shares; 2024Q4: 16,997 shares; 2025Q1: 17,249 shares; 2025Q2: 14,509 shares; 2025Q3: 14,333 shares; 2025Q4: 14,954 shares; 2026Q1: 15,763 shares; 2026Q2: 12,843 shares 12,843 $1.24M 0.13% -2,920 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,278 shares; 2024Q4: 28,232 shares; 2025Q1: 28,125 shares; 2025Q2: 32,564 shares; 2025Q3: 32,564 shares; 2025Q4: 32,564 shares; 2026Q1: 32,754 shares; 2026Q2: 33,354 shares 33,354 $1.23M 0.13% +600 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: 4,912 shares; 2024Q4: 4,186 shares; 2025Q1: 4,120 shares; 2025Q2: 3,359 shares; 2025Q3: 3,172 shares; 2025Q4: 3,198 shares; 2026Q1: 3,557 shares; 2026Q2: 3,385 shares 3,385 $1.23M 0.13% -172 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: 11,508 shares; 2024Q4: 9,918 shares; 2025Q1: 9,958 shares; 2025Q2: 9,222 shares; 2025Q3: 9,381 shares; 2025Q4: 9,612 shares; 2026Q1: 9,159 shares; 2026Q2: 9,700 shares 9,700 $1.21M 0.13% +541 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: 7,749 shares; 2024Q4: 7,717 shares; 2025Q1: 7,951 shares; 2025Q2: 8,083 shares; 2025Q3: 8,822 shares; 2025Q4: 8,745 shares; 2026Q1: 8,839 shares; 2026Q2: 43,670 shares 43,670 $1.2M 0.13% +34,831 Timeline CAGE 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: not reported; 2026Q1: not reported; 2026Q2: 42,467 shares 42,467 $1.18M 0.12% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,032 shares; 2024Q4: 18,513 shares; 2025Q1: 11,251 shares; 2025Q2: 10,715 shares; 2025Q3: 11,192 shares; 2025Q4: 22,585 shares; 2026Q1: 21,011 shares; 2026Q2: 21,688 shares 21,688 $1.15M 0.12% +677 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: 14,027 shares; 2024Q4: 29,506 shares; 2025Q1: 29,580 shares; 2025Q2: 27,186 shares; 2025Q3: 33,697 shares; 2025Q4: 33,370 shares; 2026Q1: 33,945 shares; 2026Q2: 39,010 shares 39,010 $1.15M 0.12% +5,065 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: 3,521 shares; 2024Q4: 3,334 shares; 2025Q1: 3,366 shares; 2025Q2: 2,626 shares; 2025Q3: 2,592 shares; 2025Q4: 3,230 shares; 2026Q1: 4,036 shares; 2026Q2: 3,114 shares 3,114 $1.15M 0.12% -922 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,692 shares; 2026Q1: 31,854 shares; 2026Q2: 30,513 shares 30,513 $1.15M 0.12% -1,341 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: 18,172 shares; 2024Q4: 14,711 shares; 2025Q1: 12,490 shares; 2025Q2: 6,860 shares; 2025Q3: 7,093 shares; 2025Q4: 9,121 shares; 2026Q1: 9,781 shares; 2026Q2: 9,806 shares 9,806 $1.14M 0.12% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,741 shares; 2025Q3: 59,029 shares; 2025Q4: 59,814 shares; 2026Q1: 59,814 shares; 2026Q2: 59,814 shares 59,814 $1.14M 0.12% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,152 shares; 2025Q2: 10,514 shares; 2025Q3: 9,192 shares; 2025Q4: 12,516 shares; 2026Q1: 15,208 shares; 2026Q2: 16,494 shares 16,494 $1.13M 0.12% +1,286 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: 41,762 shares; 2024Q4: 51,413 shares; 2025Q1: 58,064 shares; 2025Q2: 50,107 shares; 2025Q3: 47,959 shares; 2025Q4: 47,111 shares; 2026Q1: 46,859 shares; 2026Q2: 47,000 shares 47,000 $1.13M 0.12% +141 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,358 shares; 2024Q4: 56,464 shares; 2025Q1: 58,871 shares; 2025Q2: 17,558 shares; 2025Q3: 19,620 shares; 2025Q4: 18,997 shares; 2026Q1: 20,973 shares; 2026Q2: 20,987 shares 20,987 $1.13M 0.12% +14 Timeline GTO 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: not reported; 2026Q1: not reported; 2026Q2: 23,688 shares 23,688 $1.11M 0.12% new 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: 12,125 shares; 2024Q4: 12,976 shares; 2025Q1: 12,790 shares; 2025Q2: 8,466 shares; 2025Q3: 7,313 shares; 2025Q4: 7,335 shares; 2026Q1: 7,330 shares; 2026Q2: 7,347 shares 7,347 $1.09M 0.11% +17 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,734 shares; 2024Q4: 57,127 shares; 2025Q1: 56,236 shares; 2025Q2: 68,433 shares; 2025Q3: 68,171 shares; 2025Q4: 68,116 shares; 2026Q1: 37,059 shares; 2026Q2: 34,105 shares 34,105 $1.09M 0.11% -2,954 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,467 shares; 2024Q4: 2,136 shares; 2025Q1: 2,267 shares; 2025Q2: 2,116 shares; 2025Q3: 2,118 shares; 2025Q4: 2,121 shares; 2026Q1: 2,132 shares; 2026Q2: 2,133 shares 2,133 $1.09M 0.11% +1 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,274 shares 6,274 $1.07M 0.11% new Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,165 shares; 2024Q4: 104,541 shares; 2025Q1: 103,518 shares; 2025Q2: 103,398 shares; 2025Q3: 85,837 shares; 2025Q4: 113,427 shares; 2026Q1: 112,530 shares; 2026Q2: 99,973 shares 99,973 $1.06M 0.11% -12,557 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: 2,209 shares; 2024Q4: 2,093 shares; 2025Q1: 2,578 shares; 2025Q2: 1,211 shares; 2025Q3: 1,156 shares; 2025Q4: 1,168 shares; 2026Q1: 2,038 shares; 2026Q2: 3,090 shares 3,090 $1.05M 0.11% +1,052 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,088 shares; 2024Q4: 21,272 shares; 2025Q1: 21,385 shares; 2025Q2: 21,223 shares; 2025Q3: 21,019 shares; 2025Q4: 20,919 shares; 2026Q1: 23,201 shares; 2026Q2: 21,612 shares 21,612 $1.04M 0.11% -1,589 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,865 shares; 2024Q4: 3,989 shares; 2025Q1: 4,346 shares; 2025Q2: 1,934 shares; 2025Q3: 1,847 shares; 2025Q4: 1,916 shares; 2026Q1: 2,146 shares; 2026Q2: 2,127 shares 2,127 $1.02M 0.11% -19 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: 52,384 shares; 2024Q4: 61,119 shares; 2025Q1: 64,306 shares; 2025Q2: 64,756 shares; 2025Q3: 13,942 shares; 2025Q4: 12,667 shares; 2026Q1: 9,114 shares; 2026Q2: 9,722 shares 9,722 $995K 0.1% +608 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,151 shares; 2024Q4: 6,432 shares; 2025Q1: 6,756 shares; 2025Q2: 7,507 shares; 2025Q3: 7,974 shares; 2025Q4: 18,355 shares; 2026Q1: 20,939 shares; 2026Q2: 21,838 shares 21,838 $990K 0.1% +899 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: 7,139 shares; 2024Q4: 7,598 shares; 2025Q1: 6,872 shares; 2025Q2: 5,634 shares; 2025Q3: 5,389 shares; 2025Q4: 5,585 shares; 2026Q1: 5,269 shares; 2026Q2: 5,466 shares 5,466 $989K 0.1% +197 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: 4,585 shares; 2024Q4: 5,174 shares; 2025Q1: 5,403 shares; 2025Q2: 4,234 shares; 2025Q3: 4,068 shares; 2025Q4: 4,052 shares; 2026Q1: 4,482 shares; 2026Q2: 4,522 shares 4,522 $979K 0.1% +40 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: 29,067 shares; 2024Q4: 31,561 shares; 2025Q1: 32,529 shares; 2025Q2: 28,874 shares; 2025Q3: 28,650 shares; 2025Q4: 28,204 shares; 2026Q1: 28,115 shares; 2026Q2: 25,151 shares 25,151 $970K 0.1% -2,964 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,800 shares; 2024Q4: 16,954 shares; 2025Q1: 17,085 shares; 2025Q2: 19,310 shares; 2025Q3: 21,742 shares; 2025Q4: 26,941 shares; 2026Q1: 29,740 shares; 2026Q2: 30,906 shares 30,906 $970K 0.1% +1,166 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: 17,829 shares; 2024Q4: 18,093 shares; 2025Q1: 18,025 shares; 2025Q2: 39,915 shares; 2025Q3: 39,645 shares; 2025Q4: 38,918 shares; 2026Q1: 37,325 shares; 2026Q2: 38,353 shares 38,353 $969K 0.1% +1,028 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,074 shares; 2026Q1: 7,897 shares; 2026Q2: 8,225 shares 8,225 $963K 0.1% +328 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: 26,237 shares; 2024Q4: 22,354 shares; 2025Q1: 21,652 shares; 2025Q2: 10,996 shares; 2025Q3: 10,253 shares; 2025Q4: 10,230 shares; 2026Q1: 10,002 shares; 2026Q2: 9,987 shares 9,987 $956K 0.1% -15 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,550 shares; 2024Q4: 17,035 shares; 2025Q1: 27,600 shares; 2025Q2: 29,795 shares; 2025Q3: 32,759 shares; 2025Q4: 38,299 shares; 2026Q1: 37,062 shares; 2026Q2: 27,837 shares 27,837 $954K 0.1% -9,225 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 50,204 shares; 2026Q1: 61,517 shares; 2026Q2: 73,211 shares 73,211 $952K 0.1% +11,694 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: 1,513 shares; 2024Q4: 1,515 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,327 shares 5,327 $951K 0.1% new 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: not reported; 2024Q4: 12,976 shares; 2025Q1: 9,326 shares; 2025Q2: not reported; 2025Q3: 6,510 shares; 2025Q4: 6,533 shares; 2026Q1: 6,860 shares; 2026Q2: 6,695 shares 6,695 $935K 0.1% -165 Timeline BUFH FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,008 shares; 2026Q1: 32,540 shares; 2026Q2: 43,627 shares 43,627 $934K 0.1% +11,087 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,943 shares; 2024Q4: 18,937 shares; 2025Q1: 27,927 shares; 2025Q2: 16,918 shares; 2025Q3: 17,118 shares; 2025Q4: 17,200 shares; 2026Q1: 17,403 shares; 2026Q2: 17,372 shares 17,372 $922K 0.1% -31 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,489 shares; 2025Q3: 12,253 shares; 2025Q4: 12,331 shares; 2026Q1: 12,940 shares; 2026Q2: 13,643 shares 13,643 $914K 0.1% +703 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,745 shares; 2025Q2: 6,269 shares; 2025Q3: 8,690 shares; 2025Q4: 11,355 shares; 2026Q1: 11,011 shares; 2026Q2: 9,903 shares 9,903 $908K 0.1% -1,108 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: 1,754 shares; 2024Q4: 1,342 shares; 2025Q1: 1,374 shares; 2025Q2: 538 shares; 2025Q3: 518 shares; 2025Q4: 552 shares; 2026Q1: 752 shares; 2026Q2: 846 shares 846 $900K 0.09% +94 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: 7,994 shares; 2024Q4: 6,647 shares; 2025Q1: 6,103 shares; 2025Q2: 3,826 shares; 2025Q3: 3,967 shares; 2025Q4: 3,954 shares; 2026Q1: 4,135 shares; 2026Q2: 4,235 shares 4,235 $885K 0.09% +100 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,465 shares; 2025Q1: 44,882 shares; 2025Q2: 49,562 shares; 2025Q3: 49,496 shares; 2025Q4: 48,061 shares; 2026Q1: 31,612 shares; 2026Q2: 33,957 shares 33,957 $881K 0.09% +2,345 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,727 shares; 2024Q4: 6,385 shares; 2025Q1: 5,327 shares; 2025Q2: 1,674 shares; 2025Q3: 2,234 shares; 2025Q4: 2,242 shares; 2026Q1: 2,266 shares; 2026Q2: 2,214 shares 2,214 $879K 0.09% -52 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: 23,528 shares; 2024Q4: 30,231 shares; 2025Q1: 31,456 shares; 2025Q2: 31,066 shares; 2025Q3: 26,026 shares; 2025Q4: 27,989 shares; 2026Q1: 26,609 shares; 2026Q2: 23,960 shares 23,960 $875K 0.09% -2,649 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,750 shares; 2025Q2: 38,300 shares; 2025Q3: 41,608 shares; 2025Q4: 44,644 shares; 2026Q1: 48,861 shares; 2026Q2: 51,486 shares 51,486 $873K 0.09% +2,625 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: 12,088 shares; 2024Q4: 11,184 shares; 2025Q1: 10,295 shares; 2025Q2: 6,775 shares; 2025Q3: 6,808 shares; 2025Q4: 6,594 shares; 2026Q1: 6,362 shares; 2026Q2: 6,326 shares 6,326 $870K 0.09% -36 Timeline DJUL 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: 22,746 shares; 2024Q4: 22,746 shares; 2025Q1: 22,746 shares; 2025Q2: 18,043 shares; 2025Q3: 18,693 shares; 2025Q4: 18,258 shares; 2026Q1: 18,083 shares; 2026Q2: 17,207 shares 17,207 $863K 0.09% -876 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 3,761 shares; 2026Q2: 3,404 shares 3,404 $861K 0.09% -357 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: 22,180 shares; 2024Q4: 18,254 shares; 2025Q1: 17,650 shares; 2025Q2: 10,072 shares; 2025Q3: 9,657 shares; 2025Q4: 9,916 shares; 2026Q1: 8,462 shares; 2026Q2: 9,286 shares 9,286 $851K 0.09% +824 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: 1,146 shares; 2024Q4: 1,010 shares; 2025Q1: 1,652 shares; 2025Q2: 1,450 shares; 2025Q3: 1,346 shares; 2025Q4: 1,449 shares; 2026Q1: 2,051 shares; 2026Q2: 2,069 shares 2,069 $847K 0.09% +18 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,304 shares; 2026Q1: 6,345 shares; 2026Q2: 9,203 shares 9,203 $846K 0.09% +2,858 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,664 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,674 shares; 2025Q3: 1,675 shares; 2025Q4: 1,678 shares; 2026Q1: 1,691 shares; 2026Q2: 1,695 shares 1,695 $839K 0.09% +4 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: 21,671 shares; 2024Q4: 25,241 shares; 2025Q1: 25,516 shares; 2025Q2: 22,679 shares; 2025Q3: 23,009 shares; 2025Q4: 24,309 shares; 2026Q1: 24,048 shares; 2026Q2: 22,643 shares 22,643 $826K 0.09% -1,405 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: 16,955 shares; 2024Q4: 14,204 shares; 2025Q1: 13,755 shares; 2025Q2: 6,320 shares; 2025Q3: 5,807 shares; 2025Q4: 5,746 shares; 2026Q1: 5,896 shares; 2026Q2: 8,056 shares 8,056 $823K 0.09% +2,160 Timeline RWK 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: 7,203 shares; 2024Q4: 7,170 shares; 2025Q1: 7,173 shares; 2025Q2: 7,162 shares; 2025Q3: 7,156 shares; 2025Q4: 7,139 shares; 2026Q1: 7,157 shares; 2026Q2: 5,605 shares 5,605 $820K 0.09% -1,552 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: 3,087 shares; 2024Q4: 1,988 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,424 shares; 2025Q4: not reported; 2026Q1: 1,342 shares; 2026Q2: 1,883 shares 1,883 $813K 0.09% +541 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: 4,421 shares; 2024Q4: 3,919 shares; 2025Q1: 3,840 shares; 2025Q2: 1,417 shares; 2025Q3: 1,156 shares; 2025Q4: 1,221 shares; 2026Q1: 1,504 shares; 2026Q2: 1,567 shares 1,567 $805K 0.08% +63 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,442 shares; 2024Q4: 9,366 shares; 2025Q1: 8,903 shares; 2025Q2: 8,522 shares; 2025Q3: 8,524 shares; 2025Q4: 8,532 shares; 2026Q1: 8,577 shares; 2026Q2: 8,661 shares 8,661 $803K 0.08% +84 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,001 shares; 2024Q4: 997 shares; 2025Q1: 1,379 shares; 2025Q2: 1,482 shares; 2025Q3: 1,482 shares; 2025Q4: 1,482 shares; 2026Q1: 1,484 shares; 2026Q2: 1,534 shares 1,534 $801K 0.08% +50 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,375 shares; 2024Q4: 3,351 shares; 2025Q1: 3,368 shares; 2025Q2: 3,369 shares; 2025Q3: 3,372 shares; 2025Q4: 3,381 shares; 2026Q1: 5,144 shares; 2026Q2: 5,153 shares 5,153 $799K 0.08% +9 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: 16,109 shares; 2024Q4: 14,271 shares; 2025Q1: 16,679 shares; 2025Q2: 8,381 shares; 2025Q3: 7,627 shares; 2025Q4: 7,810 shares; 2026Q1: 7,897 shares; 2026Q2: 9,544 shares 9,544 $789K 0.08% +1,647 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,808 shares; 2025Q2: 17,254 shares; 2025Q3: 18,054 shares; 2025Q4: 19,564 shares; 2026Q1: 16,373 shares; 2026Q2: 15,525 shares 15,525 $786K 0.08% -848 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,406 shares; 2024Q4: 10,727 shares; 2025Q1: 12,788 shares; 2025Q2: 9,782 shares; 2025Q3: 9,773 shares; 2025Q4: 9,855 shares; 2026Q1: 10,527 shares; 2026Q2: 10,882 shares 10,882 $785K 0.08% +355 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,985 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,091 shares; 2026Q1: 1,843 shares; 2026Q2: 2,754 shares 2,754 $782K 0.08% +911 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: 10,471 shares; 2024Q4: 9,457 shares; 2025Q1: 9,354 shares; 2025Q2: 9,701 shares; 2025Q3: 10,100 shares; 2025Q4: 9,680 shares; 2026Q1: 9,637 shares; 2026Q2: 10,661 shares 10,661 $770K 0.08% +1,024 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: 7,533 shares; 2024Q4: 6,050 shares; 2025Q1: 6,168 shares; 2025Q2: 6,909 shares; 2025Q3: 6,227 shares; 2025Q4: 6,233 shares; 2026Q1: 8,034 shares; 2026Q2: 7,999 shares 7,999 $769K 0.08% -35 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: 11,518 shares; 2024Q4: 8,928 shares; 2025Q1: 6,718 shares; 2025Q2: 2,264 shares; 2025Q3: 2,665 shares; 2025Q4: 5,972 shares; 2026Q1: 4,566 shares; 2026Q2: 4,012 shares 4,012 $764K 0.08% -554 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: 49,080 shares; 2024Q4: 43,926 shares; 2025Q1: 44,317 shares; 2025Q2: 30,013 shares; 2025Q3: 30,031 shares; 2025Q4: 25,236 shares; 2026Q1: 36,324 shares; 2026Q2: 36,407 shares 36,407 $754K 0.08% +83 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: 12,559 shares; 2024Q4: 8,558 shares; 2025Q1: 8,383 shares; 2025Q2: 4,670 shares; 2025Q3: 4,676 shares; 2025Q4: 4,745 shares; 2026Q1: 5,317 shares; 2026Q2: 5,369 shares 5,369 $752K 0.08% +52 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,425 shares; 2024Q4: 3,075 shares; 2025Q1: 2,938 shares; 2025Q2: 2,546 shares; 2025Q3: 1,718 shares; 2025Q4: 1,705 shares; 2026Q1: 1,606 shares; 2026Q2: 1,445 shares 1,445 $718K 0.08% -161 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: 12,491 shares; 2024Q4: 15,824 shares; 2025Q1: 11,677 shares; 2025Q2: 11,135 shares; 2025Q3: 5,282 shares; 2025Q4: 8,110 shares; 2026Q1: 11,406 shares; 2026Q2: 9,715 shares 9,715 $713K 0.07% -1,691 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,198 shares; 2024Q4: 16,347 shares; 2025Q1: 10,589 shares; 2025Q2: 9,791 shares; 2025Q3: 12,263 shares; 2025Q4: 13,896 shares; 2026Q1: 11,083 shares; 2026Q2: 8,235 shares 8,235 $712K 0.07% -2,848 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: 15,125 shares; 2024Q4: 17,304 shares; 2025Q1: 17,567 shares; 2025Q2: 14,649 shares; 2025Q3: 12,922 shares; 2025Q4: 12,743 shares; 2026Q1: 12,712 shares; 2026Q2: 11,407 shares 11,407 $710K 0.07% -1,305 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,398 shares; 2024Q4: 28,068 shares; 2025Q1: 31,502 shares; 2025Q2: 46,139 shares; 2025Q3: 47,609 shares; 2025Q4: 58,869 shares; 2026Q1: 38,143 shares; 2026Q2: 35,930 shares 35,930 $702K 0.07% -2,213 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 14,475 shares; 2026Q2: 22,460 shares 22,460 $688K 0.07% +7,985 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,086 shares; 2026Q1: 21,611 shares; 2026Q2: 27,345 shares 27,345 $686K 0.07% +5,734 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 13,411 shares; 2026Q2: 13,497 shares 13,497 $682K 0.07% +86 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,181 shares; 2024Q4: 2,201 shares; 2025Q1: 2,247 shares; 2025Q2: 2,231 shares; 2025Q3: 2,254 shares; 2025Q4: 2,274 shares; 2026Q1: 2,298 shares; 2026Q2: 2,331 shares 2,331 $680K 0.07% +33 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: 4,799 shares; 2024Q4: 3,769 shares; 2025Q1: 3,575 shares; 2025Q2: 1,551 shares; 2025Q3: 1,586 shares; 2025Q4: 2,053 shares; 2026Q1: 2,005 shares; 2026Q2: 1,881 shares 1,881 $666K 0.07% -124 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,166 shares; 2024Q4: 7,293 shares; 2025Q1: 7,271 shares; 2025Q2: 9,988 shares; 2025Q3: 9,700 shares; 2025Q4: 9,834 shares; 2026Q1: 9,834 shares; 2026Q2: 13,185 shares 13,185 $664K 0.07% +3,351 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,264 shares; 2024Q4: 14,264 shares; 2025Q1: 13,540 shares; 2025Q2: 12,250 shares; 2025Q3: 12,010 shares; 2025Q4: 11,717 shares; 2026Q1: 11,277 shares; 2026Q2: 11,272 shares 11,272 $664K 0.07% -5 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,652 shares; 2025Q3: 5,936 shares; 2025Q4: 5,936 shares; 2026Q1: 6,486 shares; 2026Q2: 6,706 shares 6,706 $663K 0.07% +220 Timeline RWJ 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: 15,907 shares; 2024Q4: 15,896 shares; 2025Q1: 15,880 shares; 2025Q2: 15,687 shares; 2025Q3: 15,691 shares; 2025Q4: 15,656 shares; 2026Q1: 15,691 shares; 2026Q2: 11,085 shares 11,085 $660K 0.07% -4,606 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,727 shares; 2024Q4: 20,798 shares; 2025Q1: 20,112 shares; 2025Q2: 18,330 shares; 2025Q3: 18,090 shares; 2025Q4: 19,129 shares; 2026Q1: 23,528 shares; 2026Q2: 21,451 shares 21,451 $655K 0.07% -2,077 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: 3,941 shares; 2024Q4: 3,542 shares; 2025Q1: 3,151 shares; 2025Q2: 1,338 shares; 2025Q3: 1,290 shares; 2025Q4: 1,388 shares; 2026Q1: 1,470 shares; 2026Q2: 2,075 shares 2,075 $653K 0.07% +605 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: 3,704 shares; 2024Q4: 3,403 shares; 2025Q1: 3,345 shares; 2025Q2: 4,615 shares; 2025Q3: 4,617 shares; 2025Q4: 4,602 shares; 2026Q1: 7,341 shares; 2026Q2: 7,310 shares 7,310 $642K 0.07% -31 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: 4,162 shares; 2024Q4: 3,938 shares; 2025Q1: 4,207 shares; 2025Q2: 3,740 shares; 2025Q3: 4,362 shares; 2025Q4: 4,386 shares; 2026Q1: 4,521 shares; 2026Q2: 4,411 shares 4,411 $638K 0.07% -110 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,824 shares; 2026Q2: 24,437 shares 24,437 $634K 0.07% +9,613 Timeline CIBR 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: 6,030 shares; 2024Q4: 5,826 shares; 2025Q1: 5,826 shares; 2025Q2: 5,900 shares; 2025Q3: 5,928 shares; 2025Q4: 5,935 shares; 2026Q1: 5,636 shares; 2026Q2: 7,054 shares 7,054 $634K 0.07% +1,418 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: not reported; 2026Q1: 11,587 shares; 2026Q2: 23,516 shares 23,516 $631K 0.07% +11,929 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: 7,018 shares; 2024Q4: 7,285 shares; 2025Q1: 8,827 shares; 2025Q2: 3,295 shares; 2025Q3: 3,193 shares; 2025Q4: 3,288 shares; 2026Q1: 3,197 shares; 2026Q2: 3,403 shares 3,403 $629K 0.07% +206 Timeline TLTI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,596 shares 13,596 $622K 0.07% new Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,206 shares; 2024Q4: 91,357 shares; 2025Q1: 83,420 shares; 2025Q2: 65,591 shares; 2025Q3: 62,530 shares; 2025Q4: 62,648 shares; 2026Q1: 54,554 shares; 2026Q2: 54,059 shares 54,059 $610K 0.06% -495 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: 3,937 shares; 2024Q4: 1,959 shares; 2025Q1: 1,971 shares; 2025Q2: 2,512 shares; 2025Q3: 2,739 shares; 2025Q4: 2,745 shares; 2026Q1: 2,688 shares; 2026Q2: 2,574 shares 2,574 $609K 0.06% -114 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: 3,197 shares; 2024Q4: 4,584 shares; 2025Q1: 3,635 shares; 2025Q2: 3,252 shares; 2025Q3: 2,295 shares; 2025Q4: 2,377 shares; 2026Q1: 2,610 shares; 2026Q2: 2,733 shares 2,733 $609K 0.06% +123 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: 2,981 shares; 2024Q4: 2,757 shares; 2025Q1: 2,797 shares; 2025Q2: 2,809 shares; 2025Q3: 2,825 shares; 2025Q4: 2,870 shares; 2026Q1: 2,676 shares; 2026Q2: 2,677 shares 2,677 $608K 0.06% +1 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: 1,134 shares; 2024Q4: 1,053 shares; 2025Q1: 1,808 shares; 2025Q2: 1,203 shares; 2025Q3: 1,186 shares; 2025Q4: 1,188 shares; 2026Q1: 1,209 shares; 2026Q2: 1,235 shares 1,235 $607K 0.06% +26 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,590 shares; 2026Q2: 2,547 shares 2,547 $605K 0.06% -43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779 shares; 2026Q1: 877 shares; 2026Q2: 1,921 shares 1,921 $601K 0.06% +1,044 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,602 shares; 2026Q1: 21,350 shares; 2026Q2: 25,638 shares 25,638 $600K 0.06% +4,288 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: 7,132 shares; 2024Q4: 7,308 shares; 2025Q1: 7,141 shares; 2025Q2: 6,603 shares; 2025Q3: 6,565 shares; 2025Q4: 6,597 shares; 2026Q1: 6,665 shares; 2026Q2: 6,789 shares 6,789 $590K 0.06% +124 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: 5,476 shares; 2024Q4: 5,598 shares; 2025Q1: 5,537 shares; 2025Q2: 2,856 shares; 2025Q3: 2,733 shares; 2025Q4: 2,862 shares; 2026Q1: 3,749 shares; 2026Q2: 3,762 shares 3,762 $589K 0.06% +13 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: 1,710 shares; 2024Q4: 1,641 shares; 2025Q1: 1,732 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,740 shares 1,740 $582K 0.06% new 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: 2,057 shares; 2024Q4: 1,529 shares; 2025Q1: 1,929 shares; 2025Q2: 2,109 shares; 2025Q3: 2,125 shares; 2025Q4: 2,186 shares; 2026Q1: 2,282 shares; 2026Q2: 2,361 shares 2,361 $581K 0.06% +79 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,311 shares; 2025Q2: 2,627 shares; 2025Q3: 2,206 shares; 2025Q4: 3,559 shares; 2026Q1: 3,335 shares; 2026Q2: 3,545 shares 3,545 $580K 0.06% +210 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,750 shares; 2025Q2: 13,702 shares; 2025Q3: 15,851 shares; 2025Q4: 15,559 shares; 2026Q1: 11,870 shares; 2026Q2: 11,334 shares 11,334 $578K 0.06% -536 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: 1,166 shares; 2024Q4: 1,107 shares; 2025Q1: 1,198 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,271 shares; 2026Q2: 2,429 shares 2,429 $578K 0.06% +158 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: 8,917 shares; 2024Q4: 9,210 shares; 2025Q1: 12,369 shares; 2025Q2: 9,984 shares; 2025Q3: 9,804 shares; 2025Q4: 9,846 shares; 2026Q1: 10,191 shares; 2026Q2: 9,985 shares 9,985 $576K 0.06% -206 Timeline YMAR 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: 23,622 shares; 2024Q4: 23,272 shares; 2025Q1: 22,315 shares; 2025Q2: 21,877 shares; 2025Q3: 21,642 shares; 2025Q4: 20,632 shares; 2026Q1: 20,161 shares; 2026Q2: 19,971 shares 19,971 $572K 0.06% -190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,041 shares 6,041 $571K 0.06% new 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: 849 shares; 2024Q4: 713 shares; 2025Q1: 725 shares; 2025Q2: 457 shares; 2025Q3: 464 shares; 2025Q4: 469 shares; 2026Q1: 543 shares; 2026Q2: 561 shares 561 $567K 0.06% +18 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,532 shares; 2024Q4: 66,435 shares; 2025Q1: 64,569 shares; 2025Q2: 54,719 shares; 2025Q3: 53,740 shares; 2025Q4: 53,004 shares; 2026Q1: 47,700 shares; 2026Q2: 34,241 shares 34,241 $566K 0.06% -13,459 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: 5,709 shares; 2024Q4: 6,640 shares; 2025Q1: 7,981 shares; 2025Q2: 8,868 shares; 2025Q3: 8,376 shares; 2025Q4: 8,300 shares; 2026Q1: 8,553 shares; 2026Q2: 8,352 shares 8,352 $564K 0.06% -201 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: 11,558 shares; 2024Q4: 10,961 shares; 2025Q1: 10,599 shares; 2025Q2: 6,766 shares; 2025Q3: 6,039 shares; 2025Q4: 5,275 shares; 2026Q1: 4,909 shares; 2026Q2: 3,803 shares 3,803 $562K 0.06% -1,106 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: 3,951 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,241 shares; 2026Q1: 6,585 shares; 2026Q2: 6,000 shares 6,000 $560K 0.06% -585 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: not reported; 2024Q4: not reported; 2025Q1: 4,322 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,182 shares; 2026Q2: 2,623 shares 2,623 $558K 0.06% -559 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: 2,783 shares; 2024Q4: 2,336 shares; 2025Q1: 2,337 shares; 2025Q2: 789 shares; 2025Q3: 771 shares; 2025Q4: 844 shares; 2026Q1: 1,028 shares; 2026Q2: 1,061 shares 1,061 $551K 0.06% +33 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,294 shares; 2024Q4: 1,294 shares; 2025Q1: 1,294 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 2,301 shares; 2026Q2: 2,205 shares 2,205 $543K 0.06% -96 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: 7,017 shares; 2024Q4: 6,736 shares; 2025Q1: 6,752 shares; 2025Q2: 3,808 shares; 2025Q3: 11,315 shares; 2025Q4: 5,122 shares; 2026Q1: 5,673 shares; 2026Q2: 5,659 shares 5,659 $541K 0.06% -14 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: 4,931 shares; 2024Q4: 4,937 shares; 2025Q1: 4,542 shares; 2025Q2: 4,799 shares; 2025Q3: 4,992 shares; 2025Q4: 4,462 shares; 2026Q1: 4,497 shares; 2026Q2: 4,707 shares 4,707 $541K 0.06% +210 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,960 shares; 2024Q4: 5,795 shares; 2025Q1: 5,245 shares; 2025Q2: 1,838 shares; 2025Q3: 1,660 shares; 2025Q4: 1,743 shares; 2026Q1: 3,241 shares; 2026Q2: 3,273 shares 3,273 $533K 0.06% +32 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: 2,521 shares; 2024Q4: 2,193 shares; 2025Q1: 2,135 shares; 2025Q2: 1,848 shares; 2025Q3: 1,487 shares; 2025Q4: 1,480 shares; 2026Q1: 2,908 shares; 2026Q2: 2,441 shares 2,441 $532K 0.06% -467 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,555 shares; 2024Q4: 11,172 shares; 2025Q1: 10,887 shares; 2025Q2: 3,202 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,194 shares; 2026Q2: 4,163 shares 4,163 $526K 0.06% -31 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: 7,146 shares; 2024Q4: 6,437 shares; 2025Q1: 4,603 shares; 2025Q2: 4,561 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 1,511 shares; 2026Q2: 1,511 shares 1,511 $520K 0.05% 0 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: not reported; 2024Q4: 2,162 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,384 shares 2,384 $518K 0.05% new 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: 5,687 shares; 2024Q4: 5,306 shares; 2025Q1: 6,263 shares; 2025Q2: 5,026 shares; 2025Q3: 5,026 shares; 2025Q4: 5,077 shares; 2026Q1: 5,072 shares; 2026Q2: 4,523 shares 4,523 $516K 0.05% -549 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,878 shares; 2024Q4: 17,793 shares; 2025Q1: 12,556 shares; 2025Q2: 9,333 shares; 2025Q3: 8,932 shares; 2025Q4: 8,390 shares; 2026Q1: 8,716 shares; 2026Q2: 8,807 shares 8,807 $509K 0.05% +91 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: 5,266 shares; 2024Q4: 3,670 shares; 2025Q1: 3,677 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,436 shares; 2026Q2: 1,947 shares 1,947 $507K 0.05% +511 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,898 shares; 2024Q4: 11,899 shares; 2025Q1: 11,955 shares; 2025Q2: 11,899 shares; 2025Q3: 11,899 shares; 2025Q4: 11,878 shares; 2026Q1: 11,875 shares; 2026Q2: 11,951 shares 11,951 $501K 0.05% +76 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,342 shares; 2024Q4: 9,514 shares; 2025Q1: 9,391 shares; 2025Q2: 9,953 shares; 2025Q3: 9,639 shares; 2025Q4: 9,794 shares; 2026Q1: 9,732 shares; 2026Q2: 9,631 shares 9,631 $499K 0.05% -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: 9,631 shares; 2024Q4: 7,698 shares; 2025Q1: 13,942 shares; 2025Q2: 6,046 shares; 2025Q3: 5,865 shares; 2025Q4: 5,885 shares; 2026Q1: 6,247 shares; 2026Q2: 6,444 shares 6,444 $497K 0.05% +197 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 510 shares 510 $492K 0.05% new 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: 6,870 shares; 2024Q4: 7,782 shares; 2025Q1: 7,898 shares; 2025Q2: 6,319 shares; 2025Q3: 6,077 shares; 2025Q4: 5,689 shares; 2026Q1: 6,387 shares; 2026Q2: 5,878 shares 5,878 $492K 0.05% -509 Timeline TFI 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: 20,201 shares; 2024Q4: 15,279 shares; 2025Q1: 11,880 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,695 shares 10,695 $490K 0.05% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,326 shares; 2024Q4: 1,364 shares; 2025Q1: 1,207 shares; 2025Q2: 712 shares; 2025Q3: 831 shares; 2025Q4: 692 shares; 2026Q1: 1,757 shares; 2026Q2: 2,363 shares 2,363 $484K 0.05% +606 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,929 shares; 2024Q4: 17,425 shares; 2025Q1: 17,855 shares; 2025Q2: 7,128 shares; 2025Q3: 5,538 shares; 2025Q4: 3,113 shares; 2026Q1: 4,271 shares; 2026Q2: 5,091 shares 5,091 $481K 0.05% +820 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,239 shares; 2024Q4: 8,239 shares; 2025Q1: 7,951 shares; 2025Q2: 8,199 shares; 2025Q3: 8,214 shares; 2025Q4: 7,049 shares; 2026Q1: 7,054 shares; 2026Q2: 7,066 shares 7,066 $479K 0.05% +12 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,698 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,153 shares; 2026Q2: 4,212 shares 4,212 $477K 0.05% +59 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: 4,613 shares; 2024Q4: 4,407 shares; 2025Q1: 4,868 shares; 2025Q2: 2,751 shares; 2025Q3: 2,740 shares; 2025Q4: 2,748 shares; 2026Q1: 5,269 shares; 2026Q2: 5,160 shares 5,160 $476K 0.05% -109 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,588 shares; 2024Q4: 14,490 shares; 2025Q1: 15,029 shares; 2025Q2: 7,623 shares; 2025Q3: 7,414 shares; 2025Q4: 6,413 shares; 2026Q1: 12,701 shares; 2026Q2: 11,551 shares 11,551 $474K 0.05% -1,150 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,993 shares; 2026Q2: 3,564 shares 3,564 $472K 0.05% +571 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,539 shares; 2024Q4: 12,088 shares; 2025Q1: 12,046 shares; 2025Q2: 4,232 shares; 2025Q3: 4,195 shares; 2025Q4: 3,204 shares; 2026Q1: 4,601 shares; 2026Q2: 4,319 shares 4,319 $471K 0.05% -282 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: 12,081 shares; 2024Q4: 10,497 shares; 2025Q1: 8,602 shares; 2025Q2: 8,249 shares; 2025Q3: 5,347 shares; 2025Q4: 5,441 shares; 2026Q1: 5,441 shares; 2026Q2: 5,501 shares 5,501 $470K 0.05% +60 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474 shares; 2024Q4: 455 shares; 2025Q1: 443 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 408 shares; 2026Q1: 414 shares; 2026Q2: 415 shares 415 $470K 0.05% +1 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: 9,981 shares; 2024Q4: 8,922 shares; 2025Q1: 5,078 shares; 2025Q2: 3,624 shares; 2025Q3: 3,902 shares; 2025Q4: 3,731 shares; 2026Q1: 3,659 shares; 2026Q2: 4,715 shares 4,715 $467K 0.05% +1,056 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: 49,008 shares; 2024Q4: 42,142 shares; 2025Q1: 43,294 shares; 2025Q2: 40,491 shares; 2025Q3: 40,721 shares; 2025Q4: 41,760 shares; 2026Q1: 43,334 shares; 2026Q2: 3,405 shares 3,405 $466K 0.05% -39,929 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,893 shares; 2024Q4: 9,491 shares; 2025Q1: 4,560 shares; 2025Q2: 4,105 shares; 2025Q3: 4,114 shares; 2025Q4: 4,132 shares; 2026Q1: 4,345 shares; 2026Q2: 4,219 shares 4,219 $465K 0.05% -126 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,051 shares; 2024Q4: 2,051 shares; 2025Q1: not reported; 2025Q2: 1,409 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,289 shares 1,289 $457K 0.05% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,992 shares; 2025Q3: 15,079 shares; 2025Q4: 24,395 shares; 2026Q1: 23,574 shares; 2026Q2: 23,194 shares 23,194 $455K 0.05% -380 Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 17,493 shares 17,493 $448K 0.05% new Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,577 shares; 2026Q1: 2,577 shares; 2026Q2: 1,568 shares 1,568 $447K 0.05% -1,009 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: 6,006 shares; 2024Q4: 5,860 shares; 2025Q1: 8,304 shares; 2025Q2: 5,592 shares; 2025Q3: 5,446 shares; 2025Q4: 6,444 shares; 2026Q1: 6,895 shares; 2026Q2: 7,099 shares 7,099 $446K 0.05% +204 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,405 shares; 2024Q4: 1,393 shares; 2025Q1: 2,003 shares; 2025Q2: 1,526 shares; 2025Q3: 1,525 shares; 2025Q4: 1,550 shares; 2026Q1: 1,477 shares; 2026Q2: 2,296 shares 2,296 $446K 0.05% +819 Timeline LMBS 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: 8,612 shares; 2024Q4: 8,861 shares; 2025Q1: 8,043 shares; 2025Q2: 7,409 shares; 2025Q3: 7,478 shares; 2025Q4: 9,078 shares; 2026Q1: 7,963 shares; 2026Q2: 8,965 shares 8,965 $446K 0.05% +1,002 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251 shares; 2024Q4: 1,185 shares; 2025Q1: 1,197 shares; 2025Q2: 1,058 shares; 2025Q3: 814 shares; 2025Q4: 816 shares; 2026Q1: 1,791 shares; 2026Q2: 1,577 shares 1,577 $446K 0.05% -214 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,390 shares; 2024Q4: 27,165 shares; 2025Q1: 27,168 shares; 2025Q2: 27,165 shares; 2025Q3: 169,865 shares; 2025Q4: 192,405 shares; 2026Q1: 197,405 shares; 2026Q2: 192,700 shares 192,700 $445K 0.05% -4,705 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,320 shares; 2026Q2: 2,329 shares 2,329 $445K 0.05% +9 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 8,597 shares; 2026Q2: 8,164 shares 8,164 $444K 0.05% -433 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,210 shares; 2024Q4: 8,210 shares; 2025Q1: 8,210 shares; 2025Q2: 8,210 shares; 2025Q3: 8,210 shares; 2025Q4: 8,210 shares; 2026Q1: 8,210 shares; 2026Q2: 8,210 shares 8,210 $444K 0.05% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,964 shares; 2024Q4: 10,871 shares; 2025Q1: 9,794 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,071 shares; 2026Q2: 6,289 shares 6,289 $444K 0.05% +218 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 6,694 shares; 2026Q2: 6,677 shares 6,677 $443K 0.05% -17 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,055 shares; 2024Q4: 8,462 shares; 2025Q1: 8,836 shares; 2025Q2: not reported; 2025Q3: 3,406 shares; 2025Q4: not reported; 2026Q1: 5,848 shares; 2026Q2: 6,138 shares 6,138 $442K 0.05% +290 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,663 shares; 2024Q4: 6,897 shares; 2025Q1: 6,362 shares; 2025Q2: 4,780 shares; 2025Q3: 4,725 shares; 2025Q4: 4,745 shares; 2026Q1: 4,695 shares; 2026Q2: 4,639 shares 4,639 $441K 0.05% -56 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 17,500 shares; 2026Q2: 17,500 shares 17,500 $439K 0.05% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,277 shares; 2025Q1: 15,550 shares; 2025Q2: 11,264 shares; 2025Q3: 14,579 shares; 2025Q4: 12,015 shares; 2026Q1: 13,799 shares; 2026Q2: 13,144 shares 13,144 $438K 0.05% -655 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,952 shares; 2024Q4: 2,670 shares; 2025Q1: 2,650 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,968 shares; 2026Q2: 1,990 shares 1,990 $435K 0.05% +22 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,416 shares; 2024Q4: 5,422 shares; 2025Q1: 5,475 shares; 2025Q2: 5,006 shares; 2025Q3: 5,003 shares; 2025Q4: 5,017 shares; 2026Q1: 5,094 shares; 2026Q2: 4,737 shares 4,737 $430K 0.05% -357 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: 23,875 shares; 2024Q4: 6,030 shares; 2025Q1: 5,509 shares; 2025Q2: 4,196 shares; 2025Q3: 4,148 shares; 2025Q4: 4,282 shares; 2026Q1: 4,480 shares; 2026Q2: 4,855 shares 4,855 $426K 0.04% +375 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,210 shares; 2024Q4: 2,285 shares; 2025Q1: 2,396 shares; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 1,058 shares; 2026Q1: 2,097 shares; 2026Q2: 2,078 shares 2,078 $426K 0.04% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,252 shares; 2025Q4: 3,053 shares; 2026Q1: 3,230 shares; 2026Q2: 4,448 shares 4,448 $425K 0.04% +1,218 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: 13,579 shares; 2024Q4: 14,525 shares; 2025Q1: 12,335 shares; 2025Q2: 7,270 shares; 2025Q3: 6,174 shares; 2025Q4: 5,602 shares; 2026Q1: 5,136 shares; 2026Q2: 5,752 shares 5,752 $422K 0.04% +616 Timeline CPSD 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: 19,843 shares; 2025Q1: 19,153 shares; 2025Q2: 17,891 shares; 2025Q3: 16,951 shares; 2025Q4: 16,586 shares; 2026Q1: 16,386 shares; 2026Q2: 15,776 shares 15,776 $421K 0.04% -610 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,522 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,435 shares 17,435 $421K 0.04% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,782 shares; 2024Q4: 35,282 shares; 2025Q1: 35,202 shares; 2025Q2: 34,589 shares; 2025Q3: 33,639 shares; 2025Q4: 43,493 shares; 2026Q1: 26,909 shares; 2026Q2: 24,256 shares 24,256 $419K 0.04% -2,653 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,843 shares; 2025Q2: 13,350 shares; 2025Q3: 12,679 shares; 2025Q4: 12,178 shares; 2026Q1: 12,175 shares; 2026Q2: 12,816 shares 12,816 $419K 0.04% +641 Timeline IWL 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: 1,856 shares; 2026Q2: 2,252 shares 2,252 $417K 0.04% +396 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,659 shares; 2025Q1: 14,892 shares; 2025Q2: 14,236 shares; 2025Q3: 13,368 shares; 2025Q4: 10,686 shares; 2026Q1: 9,580 shares; 2026Q2: 9,084 shares 9,084 $416K 0.04% -496 Timeline FTXR 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: not reported; 2026Q2: 9,022 shares 9,022 $411K 0.04% new 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: 8,289 shares; 2025Q1: 9,105 shares; 2025Q2: 2,957 shares; 2025Q3: 2,915 shares; 2025Q4: 2,875 shares; 2026Q1: 2,921 shares; 2026Q2: 2,403 shares 2,403 $408K 0.04% -518 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: 746 shares; 2024Q4: 753 shares; 2025Q1: 679 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 407 shares; 2026Q1: 399 shares; 2026Q2: 417 shares 417 $408K 0.04% +18 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: 3,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,836 shares; 2026Q2: 1,914 shares 1,914 $407K 0.04% +78 Timeline FDL 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: 7,799 shares; 2024Q4: 7,653 shares; 2025Q1: 7,671 shares; 2025Q2: 7,729 shares; 2025Q3: 7,677 shares; 2025Q4: 7,693 shares; 2026Q1: 7,710 shares; 2026Q2: 8,367 shares 8,367 $407K 0.04% +657 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 592 shares; 2026Q1: 578 shares; 2026Q2: 578 shares 578 $407K 0.04% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,854 shares; 2026Q1: 33,851 shares; 2026Q2: 50,100 shares 50,100 $406K 0.04% +16,249 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,215 shares; 2024Q4: 2,956 shares; 2025Q1: 6,043 shares; 2025Q2: 2,718 shares; 2025Q3: 2,769 shares; 2025Q4: 3,622 shares; 2026Q1: 3,853 shares; 2026Q2: 3,907 shares 3,907 $406K 0.04% +54 Timeline CPNQ 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: 16,900 shares; 2025Q1: 16,600 shares; 2025Q2: 15,895 shares; 2025Q3: 15,245 shares; 2025Q4: 14,945 shares; 2026Q1: 14,895 shares; 2026Q2: 14,795 shares 14,795 $406K 0.04% -100 Timeline FBT 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: not reported; 2026Q2: 1,616 shares 1,616 $401K 0.04% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,352 shares; 2026Q2: 3,258 shares 3,258 $401K 0.04% -94 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,220 shares; 2026Q2: 2,238 shares 2,238 $400K 0.04% +18 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,864 shares; 2026Q1: 3,733 shares; 2026Q2: 3,994 shares 3,994 $397K 0.04% +261 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,391 shares 4,391 $396K 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,498 shares; 2026Q1: not reported; 2026Q2: 1,505 shares 1,505 $392K 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,299 shares; 2024Q4: 900 shares; 2025Q1: 1,022 shares; 2025Q2: 738 shares; 2025Q3: 731 shares; 2025Q4: 771 shares; 2026Q1: 788 shares; 2026Q2: 782 shares 782 $392K 0.04% -6 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: 6,095 shares; 2024Q4: 5,998 shares; 2025Q1: 5,688 shares; 2025Q2: 2,989 shares; 2025Q3: 3,290 shares; 2025Q4: 3,310 shares; 2026Q1: 3,154 shares; 2026Q2: 3,299 shares 3,299 $388K 0.04% +145 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: 6,275 shares; 2024Q4: 5,842 shares; 2025Q1: 7,260 shares; 2025Q2: 2,050 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,521 shares 2,521 $387K 0.04% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,763 shares; 2026Q2: 3,771 shares 3,771 $386K 0.04% +8 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: 2,161 shares; 2024Q4: 1,576 shares; 2025Q1: 1,879 shares; 2025Q2: 1,205 shares; 2025Q3: 1,176 shares; 2025Q4: 1,220 shares; 2026Q1: 1,338 shares; 2026Q2: 1,412 shares 1,412 $384K 0.04% +74 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 716 shares; 2026Q2: 707 shares 707 $383K 0.04% -9 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,213 shares; 2024Q4: 1,250 shares; 2025Q1: 1,191 shares; 2025Q2: 727 shares; 2025Q3: 704 shares; 2025Q4: 718 shares; 2026Q1: 828 shares; 2026Q2: 957 shares 957 $381K 0.04% +129 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,503 shares; 2026Q2: 3,536 shares 3,536 $377K 0.04% +33 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,261 shares 1,261 $376K 0.04% new 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: 4,788 shares; 2024Q4: 5,167 shares; 2025Q1: 4,734 shares; 2025Q2: 4,444 shares; 2025Q3: 3,873 shares; 2025Q4: 3,903 shares; 2026Q1: 4,025 shares; 2026Q2: 3,859 shares 3,859 $372K 0.04% -166 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,349 shares; 2025Q3: 1,305 shares; 2025Q4: 1,368 shares; 2026Q1: 1,512 shares; 2026Q2: 1,471 shares 1,471 $371K 0.04% -41 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,638 shares; 2024Q4: 3,954 shares; 2025Q1: 2,119 shares; 2025Q2: 2,210 shares; 2025Q3: 2,136 shares; 2025Q4: 2,095 shares; 2026Q1: 2,291 shares; 2026Q2: 2,366 shares 2,366 $371K 0.04% +75 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 11,786 shares; 2026Q2: 27,649 shares 27,649 $368K 0.04% +15,863 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,364 shares; 2024Q4: 5,223 shares; 2025Q1: 5,318 shares; 2025Q2: 4,530 shares; 2025Q3: 4,531 shares; 2025Q4: 4,531 shares; 2026Q1: 4,594 shares; 2026Q2: 4,581 shares 4,581 $368K 0.04% -13 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,941 shares; 2025Q3: 3,941 shares; 2025Q4: 3,941 shares; 2026Q1: 3,941 shares; 2026Q2: 3,916 shares 3,916 $368K 0.04% -25 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: 7,690 shares; 2024Q4: 6,315 shares; 2025Q1: 5,750 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,069 shares; 2026Q2: 2,833 shares 2,833 $368K 0.04% +764 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,346 shares; 2026Q2: 2,340 shares 2,340 $367K 0.04% -6 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES 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: 13,278 shares 13,278 $365K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,835 shares; 2024Q4: 2,980 shares; 2025Q1: 3,125 shares; 2025Q2: 1,874 shares; 2025Q3: 1,918 shares; 2025Q4: 2,006 shares; 2026Q1: 2,016 shares; 2026Q2: 2,255 shares 2,255 $365K 0.04% +239 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: 1,489 shares; 2024Q4: 1,431 shares; 2025Q1: 1,902 shares; 2025Q2: 1,870 shares; 2025Q3: 1,459 shares; 2025Q4: 1,256 shares; 2026Q1: 1,241 shares; 2026Q2: 4,522 shares 4,522 $364K 0.04% +3,281 Timeline SYSB 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: 3,836 shares; 2026Q1: 3,749 shares; 2026Q2: 4,090 shares 4,090 $363K 0.04% +341 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: 2,774 shares; 2024Q4: 2,681 shares; 2025Q1: 2,507 shares; 2025Q2: 2,074 shares; 2025Q3: 2,122 shares; 2025Q4: 1,969 shares; 2026Q1: 1,922 shares; 2026Q2: 1,923 shares 1,923 $362K 0.04% +1 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares; 2026Q1: 25,500 shares; 2026Q2: 25,500 shares 25,500 $361K 0.04% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,728 shares; 2025Q3: 64,578 shares; 2025Q4: 60,678 shares; 2026Q1: 60,775 shares; 2026Q2: 59,525 shares 59,525 $361K 0.04% -1,250 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,949 shares; 2026Q1: 14,867 shares; 2026Q2: 14,717 shares 14,717 $361K 0.04% -150 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,600 shares; 2025Q2: 3,047 shares; 2025Q3: 2,985 shares; 2025Q4: 5,944 shares; 2026Q1: 5,309 shares; 2026Q2: 5,349 shares 5,349 $360K 0.04% +40 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,019 shares; 2026Q2: 9,817 shares 9,817 $357K 0.04% -202 Timeline ITM 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: 9,616 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,574 shares 7,574 $356K 0.04% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,280 shares; 2024Q4: 9,705 shares; 2025Q1: 8,461 shares; 2025Q2: 4,958 shares; 2025Q3: 4,958 shares; 2025Q4: 4,968 shares; 2026Q1: 4,662 shares; 2026Q2: 4,636 shares 4,636 $353K 0.04% -26 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: 4,829 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,973 shares; 2026Q1: 4,794 shares; 2026Q2: 4,739 shares 4,739 $353K 0.04% -55 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 975 shares; 2025Q1: 1,460 shares; 2025Q2: 828 shares; 2025Q3: 1,084 shares; 2025Q4: 1,039 shares; 2026Q1: 908 shares; 2026Q2: 910 shares 910 $352K 0.04% +2 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: not reported; 2024Q4: not reported; 2025Q1: 1,583 shares; 2025Q2: 2,473 shares; 2025Q3: 2,532 shares; 2025Q4: 2,680 shares; 2026Q1: 3,680 shares; 2026Q2: 3,636 shares 3,636 $349K 0.04% -44 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,757 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,816 shares; 2026Q2: 1,884 shares 1,884 $349K 0.04% +68 Timeline L LOEWS CORP More: the full row for LOEWS 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: 3,014 shares; 2026Q2: 3,039 shares 3,039 $344K 0.04% +25 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,735 shares; 2025Q3: 36,605 shares; 2025Q4: 48,125 shares; 2026Q1: 50,401 shares; 2026Q2: 59,278 shares 59,278 $343K 0.04% +8,877 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,282 shares; 2025Q1: 1,739 shares; 2025Q2: 627 shares; 2025Q3: 647 shares; 2025Q4: 638 shares; 2026Q1: 662 shares; 2026Q2: 663 shares 663 $342K 0.04% +1 Timeline IOCT 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: 11,292 shares; 2024Q4: 10,485 shares; 2025Q1: 10,585 shares; 2025Q2: 10,032 shares; 2025Q3: 9,730 shares; 2025Q4: 9,730 shares; 2026Q1: 9,557 shares; 2026Q2: 9,217 shares 9,217 $341K 0.04% -340 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,029 shares; 2026Q2: 12,056 shares 12,056 $340K 0.04% +27 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,748 shares; 2026Q2: 7,793 shares 7,793 $339K 0.04% +45 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares; 2026Q2: 2,573 shares 2,573 $339K 0.04% +73 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: 5,831 shares; 2025Q1: 5,837 shares; 2025Q2: not reported; 2025Q3: 3,955 shares; 2025Q4: 3,955 shares; 2026Q1: 5,337 shares; 2026Q2: 5,498 shares 5,498 $338K 0.04% +161 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,164 shares 4,164 $337K 0.04% new 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: not reported; 2024Q4: 1,499 shares; 2025Q1: 2,954 shares; 2025Q2: 1,436 shares; 2025Q3: 1,331 shares; 2025Q4: 1,330 shares; 2026Q1: 1,334 shares; 2026Q2: 1,322 shares 1,322 $336K 0.04% -12 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: 12,476 shares; 2024Q4: 10,544 shares; 2025Q1: 10,266 shares; 2025Q2: 2,144 shares; 2025Q3: 1,780 shares; 2025Q4: 1,823 shares; 2026Q1: 1,916 shares; 2026Q2: 1,900 shares 1,900 $335K 0.04% -16 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185 shares; 2026Q2: 169 shares 169 $335K 0.04% -16 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,480 shares; 2026Q2: 1,380 shares 1,380 $332K 0.03% -100 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,935 shares; 2024Q4: not reported; 2025Q1: 2,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,820 shares; 2026Q2: 2,819 shares 2,819 $331K 0.03% -1 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,699 shares; 2024Q4: 21,936 shares; 2025Q1: 27,771 shares; 2025Q2: 13,433 shares; 2025Q3: 11,152 shares; 2025Q4: 11,443 shares; 2026Q1: 15,665 shares; 2026Q2: 13,385 shares 13,385 $329K 0.03% -2,280 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,636 shares; 2024Q4: 30,662 shares; 2025Q1: 24,408 shares; 2025Q2: 49,011 shares; 2025Q3: 47,228 shares; 2025Q4: 42,088 shares; 2026Q1: 41,088 shares; 2026Q2: 34,327 shares 34,327 $329K 0.03% -6,761 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 144 shares 144 $327K 0.03% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,298 shares; 2026Q2: 1,273 shares 1,273 $326K 0.03% -25 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: 9,125 shares; 2024Q4: 10,195 shares; 2025Q1: 9,586 shares; 2025Q2: 4,795 shares; 2025Q3: 3,643 shares; 2025Q4: 3,858 shares; 2026Q1: 4,445 shares; 2026Q2: 3,568 shares 3,568 $324K 0.03% -877 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,525 shares; 2026Q2: 3,653 shares 3,653 $324K 0.03% +128 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: 2,876 shares; 2024Q4: 2,564 shares; 2025Q1: 2,339 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,083 shares 1,083 $323K 0.03% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,650 shares; 2024Q4: 6,250 shares; 2025Q1: 6,300 shares; 2025Q2: 6,350 shares; 2025Q3: 6,400 shares; 2025Q4: 6,450 shares; 2026Q1: 6,450 shares; 2026Q2: 6,450 shares 6,450 $322K 0.03% 0 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR 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: 4,412 shares; 2026Q2: 4,140 shares 4,140 $321K 0.03% -272 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,253 shares; 2024Q4: 5,253 shares; 2025Q1: 5,253 shares; 2025Q2: 5,253 shares; 2025Q3: 5,253 shares; 2025Q4: 5,253 shares; 2026Q1: 5,253 shares; 2026Q2: 5,653 shares 5,653 $318K 0.03% +400 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,773 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,977 shares; 2026Q2: 2,844 shares 2,844 $318K 0.03% -133 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,199 shares; 2026Q2: 4,002 shares 4,002 $318K 0.03% -197 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,716 shares; 2026Q2: 2,620 shares 2,620 $317K 0.03% -96 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: not reported; 2025Q4: not reported; 2026Q1: 2,892 shares; 2026Q2: 2,746 shares 2,746 $316K 0.03% -146 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,909 shares; 2024Q4: 3,656 shares; 2025Q1: 4,400 shares; 2025Q2: 3,850 shares; 2025Q3: 4,053 shares; 2025Q4: 4,858 shares; 2026Q1: 4,743 shares; 2026Q2: 2,939 shares 2,939 $316K 0.03% -1,804 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: 478 shares; 2024Q4: 403 shares; 2025Q1: 620 shares; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 557 shares; 2026Q1: 568 shares; 2026Q2: 502 shares 502 $313K 0.03% -66 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,435 shares; 2024Q4: 5,965 shares; 2025Q1: 6,155 shares; 2025Q2: 5,265 shares; 2025Q3: 5,365 shares; 2025Q4: 5,335 shares; 2026Q1: 5,477 shares; 2026Q2: 5,509 shares 5,509 $313K 0.03% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,920 shares 2,920 $311K 0.03% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,118 shares; 2026Q2: 1,150 shares 1,150 $309K 0.03% +32 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: 6,060 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 777 shares; 2026Q2: 483 shares 483 $309K 0.03% -294 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,560 shares; 2026Q2: 5,570 shares 5,570 $308K 0.03% +10 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,128 shares; 2024Q4: 31,762 shares; 2025Q1: 31,562 shares; 2025Q2: 29,976 shares; 2025Q3: 29,327 shares; 2025Q4: 29,318 shares; 2026Q1: 29,128 shares; 2026Q2: 2,531 shares 2,531 $307K 0.03% -26,597 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: 1,315 shares; 2024Q4: 2,144 shares; 2025Q1: 1,922 shares; 2025Q2: 832 shares; 2025Q3: 795 shares; 2025Q4: 817 shares; 2026Q1: not reported; 2026Q2: 1,372 shares 1,372 $307K 0.03% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,675 shares; 2026Q2: 2,825 shares 2,825 $306K 0.03% +150 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,348 shares; 2024Q4: 7,407 shares; 2025Q1: 7,437 shares; 2025Q2: 7,474 shares; 2025Q3: 7,358 shares; 2025Q4: 7,391 shares; 2026Q1: 7,428 shares; 2026Q2: 7,473 shares 7,473 $305K 0.03% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,078 shares; 2026Q1: 1,156 shares; 2026Q2: 1,520 shares 1,520 $305K 0.03% +364 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,772 shares; 2026Q2: 2,727 shares 2,727 $305K 0.03% -45 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: 17,586 shares; 2024Q4: 14,341 shares; 2025Q1: 13,376 shares; 2025Q2: not reported; 2025Q3: 2,304 shares; 2025Q4: 2,191 shares; 2026Q1: 3,367 shares; 2026Q2: 3,880 shares 3,880 $304K 0.03% +513 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 4,533 shares; 2026Q2: 4,312 shares 4,312 $302K 0.03% -221 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,647 shares 3,647 $299K 0.03% new Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,376 shares; 2026Q2: 5,339 shares 5,339 $298K 0.03% -37 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,073 shares; 2026Q2: 7,260 shares 7,260 $297K 0.03% -813 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,729 shares; 2024Q4: 3,772 shares; 2025Q1: 3,875 shares; 2025Q2: 5,945 shares; 2025Q3: 5,968 shares; 2025Q4: 5,990 shares; 2026Q1: 6,101 shares; 2026Q2: 6,183 shares 6,183 $297K 0.03% +82 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 568 shares; 2026Q2: 647 shares 647 $297K 0.03% +79 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,439 shares; 2025Q3: 12,529 shares; 2025Q4: 14,820 shares; 2026Q1: 13,687 shares; 2026Q2: 19,632 shares 19,632 $295K 0.03% +5,945 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,177 shares 11,177 $293K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409 shares; 2026Q2: 407 shares 407 $293K 0.03% -2 Timeline CPNS 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: 12,135 shares; 2024Q4: 11,635 shares; 2025Q1: 11,435 shares; 2025Q2: 11,045 shares; 2025Q3: 10,570 shares; 2025Q4: 10,570 shares; 2026Q1: 10,470 shares; 2026Q2: 10,417 shares 10,417 $293K 0.03% -53 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,804 shares; 2025Q3: 5,415 shares; 2025Q4: 8,903 shares; 2026Q1: 7,504 shares; 2026Q2: 5,807 shares 5,807 $292K 0.03% -1,697 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA 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: 427 shares; 2026Q2: 538 shares 538 $290K 0.03% +111 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: 3,035 shares; 2024Q4: 2,724 shares; 2025Q1: 2,988 shares; 2025Q2: 1,330 shares; 2025Q3: 1,282 shares; 2025Q4: 1,281 shares; 2026Q1: 1,325 shares; 2026Q2: 1,310 shares 1,310 $289K 0.03% -15 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 145 shares 145 $288K 0.03% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,894 shares; 2025Q4: 2,198 shares; 2026Q1: 2,178 shares; 2026Q2: 2,148 shares 2,148 $284K 0.03% -30 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: 2,232 shares; 2024Q4: 1,848 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,686 shares; 2026Q1: not reported; 2026Q2: 1,612 shares 1,612 $283K 0.03% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,676 shares; 2024Q4: 21,919 shares; 2025Q1: 22,751 shares; 2025Q2: 22,550 shares; 2025Q3: 22,550 shares; 2025Q4: 22,685 shares; 2026Q1: 21,015 shares; 2026Q2: 21,214 shares 21,214 $283K 0.03% +199 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: 1,691 shares; 2024Q4: 1,518 shares; 2025Q1: 2,162 shares; 2025Q2: 1,328 shares; 2025Q3: 1,135 shares; 2025Q4: 1,484 shares; 2026Q1: 1,383 shares; 2026Q2: 1,693 shares 1,693 $277K 0.03% +310 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: 11,513 shares; 2024Q4: 11,024 shares; 2025Q1: 3,735 shares; 2025Q2: 3,669 shares; 2025Q3: 3,697 shares; 2025Q4: 3,680 shares; 2026Q1: 3,298 shares; 2026Q2: 2,659 shares 2,659 $276K 0.03% -639 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,195 shares; 2024Q4: 1,183 shares; 2025Q1: 1,331 shares; 2025Q2: 812 shares; 2025Q3: 815 shares; 2025Q4: 4,506 shares; 2026Q1: 3,674 shares; 2026Q2: 2,778 shares 2,778 $276K 0.03% -896 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,827 shares 10,827 $274K 0.03% new 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: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares; 2026Q1: 1,437 shares; 2026Q2: 1,387 shares 1,387 $274K 0.03% -50 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,594 shares 6,594 $272K 0.03% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,288 shares; 2024Q4: 17,561 shares; 2025Q1: 26,346 shares; 2025Q2: 6,392 shares; 2025Q3: 6,978 shares; 2025Q4: 6,890 shares; 2026Q1: 5,867 shares; 2026Q2: 3,619 shares 3,619 $272K 0.03% -2,248 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,556 shares; 2024Q4: 3,663 shares; 2025Q1: 3,393 shares; 2025Q2: 1,076 shares; 2025Q3: 1,000 shares; 2025Q4: 987 shares; 2026Q1: 1,030 shares; 2026Q2: 976 shares 976 $272K 0.03% -54 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,080 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,419 shares; 2026Q2: 5,755 shares 5,755 $271K 0.03% +336 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,313 shares; 2024Q4: 6,920 shares; 2025Q1: 5,306 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,038 shares; 2026Q2: 2,769 shares 2,769 $270K 0.03% -269 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,020 shares; 2025Q2: not reported; 2025Q3: 6,470 shares; 2025Q4: 7,810 shares; 2026Q1: 8,010 shares; 2026Q2: 7,470 shares 7,470 $268K 0.03% -540 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,047 shares; 2026Q2: 5,114 shares 5,114 $267K 0.03% +67 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,572 shares; 2026Q2: 3,407 shares 3,407 $267K 0.03% -165 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,666 shares; 2025Q2: 4,186 shares; 2025Q3: 6,020 shares; 2025Q4: 6,120 shares; 2026Q1: 5,871 shares; 2026Q2: 5,208 shares 5,208 $266K 0.03% -663 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 460 shares 460 $266K 0.03% new 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: 1,710 shares; 2024Q4: 2,841 shares; 2025Q1: 2,857 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 898 shares; 2026Q2: 1,037 shares 1,037 $265K 0.03% +139 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,650 shares; 2024Q4: 2,420 shares; 2025Q1: 2,686 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,680 shares; 2026Q2: 1,626 shares 1,626 $265K 0.03% -54 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,883 shares; 2024Q4: 52,297 shares; 2025Q1: 52,297 shares; 2025Q2: 47,197 shares; 2025Q3: 40,747 shares; 2025Q4: 40,747 shares; 2026Q1: 40,747 shares; 2026Q2: 21,747 shares 21,747 $264K 0.03% -19,000 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS 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: 2,242 shares 2,242 $263K 0.03% new Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,050 shares; 2026Q2: 5,085 shares 5,085 $263K 0.03% +35 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: 9,962 shares; 2024Q4: 8,721 shares; 2025Q1: 8,239 shares; 2025Q2: 3,152 shares; 2025Q3: 2,894 shares; 2025Q4: 2,928 shares; 2026Q1: 3,571 shares; 2026Q2: 2,654 shares 2,654 $261K 0.03% -917 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,780 shares; 2024Q4: 636 shares; 2025Q1: 688 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 498 shares; 2026Q1: 498 shares; 2026Q2: 494 shares 494 $260K 0.03% -4 Timeline EFAV 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: 2,789 shares; 2025Q2: 2,764 shares; 2025Q3: 2,944 shares; 2025Q4: 2,944 shares; 2026Q1: 2,944 shares; 2026Q2: 2,965 shares 2,965 $260K 0.03% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,108 shares; 2026Q2: 3,394 shares 3,394 $259K 0.03% +286 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,527 shares 1,527 $259K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,458 shares; 2026Q2: 1,531 shares 1,531 $259K 0.03% +73 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,787 shares; 2024Q4: 2,727 shares; 2025Q1: 2,897 shares; 2025Q2: 3,105 shares; 2025Q3: 3,160 shares; 2025Q4: 3,161 shares; 2026Q1: 3,308 shares; 2026Q2: 3,279 shares 3,279 $258K 0.03% -29 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,102 shares 6,102 $257K 0.03% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,635 shares; 2025Q1: 6,635 shares; 2025Q2: 6,675 shares; 2025Q3: 6,675 shares; 2025Q4: 6,725 shares; 2026Q1: 6,725 shares; 2026Q2: 6,725 shares 6,725 $255K 0.03% 0 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED 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: 7,941 shares; 2026Q2: 7,952 shares 7,952 $254K 0.03% +11 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,941 shares; 2026Q1: 3,941 shares; 2026Q2: 2,441 shares 2,441 $254K 0.03% -1,500 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: 508 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 538 shares; 2026Q2: 303 shares 303 $251K 0.03% -235 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: 3,197 shares; 2024Q4: 2,963 shares; 2025Q1: 2,877 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,951 shares; 2026Q2: 2,988 shares 2,988 $250K 0.03% +37 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,247 shares; 2026Q2: 4,485 shares 4,485 $249K 0.03% +238 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,241 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,025 shares; 2026Q2: 2,839 shares 2,839 $249K 0.03% -186 Timeline TCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,375 shares 9,375 $248K 0.03% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,996 shares; 2026Q2: 2,760 shares 2,760 $247K 0.03% -236 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,534 shares 3,534 $246K 0.03% new Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,448 shares; 2026Q2: 1,403 shares 1,403 $246K 0.03% -45 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 887 shares 887 $245K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,528 shares; 2026Q2: 7,026 shares 7,026 $245K 0.03% -502 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,819 shares; 2024Q4: 1,604 shares; 2025Q1: 1,664 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 919 shares; 2026Q2: 903 shares 903 $244K 0.03% -16 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,890 shares; 2026Q2: 1,949 shares 1,949 $243K 0.03% +59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,711 shares; 2026Q1: 1,714 shares; 2026Q2: 1,716 shares 1,716 $240K 0.03% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,907 shares; 2025Q4: 4,108 shares; 2026Q1: 4,701 shares; 2026Q2: 4,743 shares 4,743 $240K 0.03% +42 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,031 shares; 2026Q2: 3,150 shares 3,150 $240K 0.03% +119 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: 4,127 shares; 2024Q4: 3,139 shares; 2025Q1: 2,341 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,807 shares; 2026Q2: 1,831 shares 1,831 $239K 0.03% +24 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: not reported; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 959 shares; 2026Q2: 885 shares 885 $237K 0.02% -74 Timeline TAXM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,204 shares; 2026Q2: 4,693 shares 4,693 $237K 0.02% +489 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: 11,704 shares; 2024Q4: 10,313 shares; 2025Q1: 10,217 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,520 shares 2,520 $236K 0.02% new Timeline CNA CNA FINL CORP More: the full row for CNA FINL 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: 4,848 shares; 2026Q2: 4,847 shares 4,847 $236K 0.02% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,173 shares 1,173 $235K 0.02% new Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,193 shares; 2026Q2: 3,202 shares 3,202 $234K 0.02% +9 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: not reported; 2025Q2: 3,300 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares; 2026Q2: 3,450 shares 3,450 $233K 0.02% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,813 shares 2,813 $232K 0.02% new Timeline FOX FOX CORP More: the full row for FOX 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: 4,905 shares; 2026Q2: 4,924 shares 4,924 $231K 0.02% +19 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,938 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474 shares 474 $229K 0.02% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,599 shares; 2024Q4: 5,321 shares; 2025Q1: 4,912 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,402 shares 2,402 $229K 0.02% new Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 2,568 shares; 2026Q2: 2,591 shares 2,591 $229K 0.02% +23 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,333 shares; 2026Q2: 25,079 shares 25,079 $229K 0.02% +2,746 Timeline RDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 9,025 shares; 2026Q1: 10,105 shares; 2026Q2: 7,638 shares 7,638 $226K 0.02% -2,467 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares; 2026Q2: 1,194 shares 1,194 $225K 0.02% -16 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,204 shares; 2026Q2: 1,185 shares 1,185 $225K 0.02% -19 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,588 shares; 2026Q2: 1,487 shares 1,487 $224K 0.02% -101 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: 1,293 shares; 2024Q4: 1,014 shares; 2025Q1: 567 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 354 shares 354 $224K 0.02% new Timeline FGD 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: 7,383 shares; 2025Q3: 7,383 shares; 2025Q4: 7,176 shares; 2026Q1: 7,179 shares; 2026Q2: 7,001 shares 7,001 $224K 0.02% -178 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,398 shares; 2024Q4: 1,418 shares; 2025Q1: 1,430 shares; 2025Q2: 1,879 shares; 2025Q3: 1,880 shares; 2025Q4: 1,720 shares; 2026Q1: 2,043 shares; 2026Q2: 1,817 shares 1,817 $224K 0.02% -226 Timeline YBTC ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,754 shares; 2025Q2: 6,471 shares; 2025Q3: 19,783 shares; 2025Q4: 16,057 shares; 2026Q1: 14,590 shares; 2026Q2: 13,527 shares 13,527 $224K 0.02% -1,063 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 1,500 shares; 2026Q2: 1,193 shares 1,193 $223K 0.02% -307 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,931 shares; 2024Q4: 10,236 shares; 2025Q1: 9,555 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,737 shares 2,737 $223K 0.02% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,410 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,989 shares; 2026Q1: not reported; 2026Q2: 3,452 shares 3,452 $222K 0.02% new 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: 1,310 shares; 2024Q4: 1,422 shares; 2025Q1: 1,669 shares; 2025Q2: not reported; 2025Q3: 1,112 shares; 2025Q4: 1,535 shares; 2026Q1: 1,531 shares; 2026Q2: 1,328 shares 1,328 $221K 0.02% -203 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: 3,948 shares; 2024Q4: 3,527 shares; 2025Q1: 2,908 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 858 shares; 2026Q2: 818 shares 818 $221K 0.02% -40 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: 1,919 shares; 2024Q4: 1,855 shares; 2025Q1: 2,446 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,541 shares; 2026Q1: not reported; 2026Q2: 1,394 shares 1,394 $220K 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,415 shares; 2024Q4: 8,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,925 shares; 2025Q4: 4,178 shares; 2026Q1: 4,243 shares; 2026Q2: 4,113 shares 4,113 $220K 0.02% -130 Timeline IEI 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: 4,140 shares; 2026Q2: 1,869 shares 1,869 $220K 0.02% -2,271 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $219K 0.02% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,564 shares 1,564 $219K 0.02% new Timeline