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: 1,145,416 shares; 2024Q4: 1,173,138 shares; 2025Q1: 1,167,420 shares; 2025Q2: 1,177,459 shares; 2025Q3: not reported; 2025Q4: 1,170,336 shares; 2026Q1: 1,655,762 shares; 2026Q2: 1,450,939 shares 1,450,939 $997M 9.41% -204,823 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: 444,533 shares; 2024Q4: 444,099 shares; 2025Q1: 441,479 shares; 2025Q2: 435,763 shares; 2025Q3: 437,494 shares; 2025Q4: 432,901 shares; 2026Q1: 437,585 shares; 2026Q2: 433,690 shares 433,690 $325M 3.07% -3,895 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: 1,002,539 shares; 2024Q4: 996,651 shares; 2025Q1: 964,160 shares; 2025Q2: 975,418 shares; 2025Q3: 963,252 shares; 2025Q4: 987,417 shares; 2026Q1: 1,150,144 shares; 2026Q2: 1,030,593 shares 1,030,593 $298M 2.82% -119,551 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,610 shares; 2024Q4: 8,128 shares; 2025Q1: 8,119 shares; 2025Q2: 8,719 shares; 2025Q3: 8,577 shares; 2025Q4: 9,851 shares; 2026Q1: 4,877,226 shares; 2026Q2: 2,442,741 shares 2,442,741 $293M 2.77% -2,434,485 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: 640,983 shares; 2024Q4: 579,557 shares; 2025Q1: 568,526 shares; 2025Q2: 558,416 shares; 2025Q3: 552,966 shares; 2025Q4: 547,774 shares; 2026Q1: 538,892 shares; 2026Q2: 1,958,655 shares 1,958,655 $243M 2.3% +1,419,763 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: 675,614 shares; 2024Q4: 690,637 shares; 2025Q1: 686,349 shares; 2025Q2: 691,819 shares; 2025Q3: 697,123 shares; 2025Q4: 701,621 shares; 2026Q1: 709,749 shares; 2026Q2: 2,833,612 shares 2,833,612 $228M 2.16% +2,123,863 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: 306,815 shares; 2024Q4: 301,176 shares; 2025Q1: 309,075 shares; 2025Q2: 316,424 shares; 2025Q3: 313,148 shares; 2025Q4: 329,664 shares; 2026Q1: 909,557 shares; 2026Q2: 570,657 shares 570,657 $213M 2.01% -338,900 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: 487,824 shares; 2024Q4: 500,636 shares; 2025Q1: 486,762 shares; 2025Q2: 534,238 shares; 2025Q3: 541,189 shares; 2025Q4: 546,407 shares; 2026Q1: 525,158 shares; 2026Q2: 522,390 shares 522,390 $158M 1.5% -2,768 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: 637,908 shares; 2024Q4: 652,920 shares; 2025Q1: 657,909 shares; 2025Q2: 667,781 shares; 2025Q3: 680,828 shares; 2025Q4: 694,349 shares; 2026Q1: 750,841 shares; 2026Q2: 718,373 shares 718,373 $157M 1.48% -32,468 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: 114,794 shares; 2024Q4: 115,392 shares; 2025Q1: 125,993 shares; 2025Q2: 134,010 shares; 2025Q3: 131,624 shares; 2025Q4: 139,220 shares; 2026Q1: 252,353 shares; 2026Q2: 205,100 shares 205,100 $153M 1.45% -47,253 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: 2,580,568 shares; 2024Q4: 2,613,821 shares; 2025Q1: 2,690,524 shares; 2025Q2: 2,801,092 shares; 2025Q3: 2,950,650 shares; 2025Q4: 3,041,981 shares; 2026Q1: 3,100,372 shares; 2026Q2: 3,006,007 shares 3,006,007 $151M 1.43% -94,365 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: 332,170 shares; 2024Q4: 333,529 shares; 2025Q1: 340,399 shares; 2025Q2: 358,914 shares; 2025Q3: 355,372 shares; 2025Q4: 381,061 shares; 2026Q1: 926,168 shares; 2026Q2: 633,986 shares 633,986 $151M 1.43% -292,182 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: 3,161 shares; 2024Q4: 1,522,333 shares; 2025Q1: 1,831,622 shares; 2025Q2: 2,175,793 shares; 2025Q3: 2,550,703 shares; 2025Q4: 2,747,637 shares; 2026Q1: 3,017,853 shares; 2026Q2: 3,144,439 shares 3,144,439 $147M 1.39% +126,586 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 3,053,125 shares; 2026Q2: 1,648,519 shares 1,648,519 $147M 1.39% -1,404,606 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: 124,121 shares; 2024Q4: 126,179 shares; 2025Q1: 139,093 shares; 2025Q2: 139,250 shares; 2025Q3: 138,031 shares; 2025Q4: 141,815 shares; 2026Q1: 542,873 shares; 2026Q2: 354,872 shares 354,872 $131M 1.24% -188,001 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: 510,932 shares; 2024Q4: 493,350 shares; 2025Q1: 485,843 shares; 2025Q2: 503,038 shares; 2025Q3: 507,765 shares; 2025Q4: 542,123 shares; 2026Q1: 777,112 shares; 2026Q2: 643,264 shares 643,264 $129M 1.22% -133,848 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: 292,947 shares; 2024Q4: 292,115 shares; 2025Q1: 292,587 shares; 2025Q2: 306,612 shares; 2025Q3: 319,269 shares; 2025Q4: 323,860 shares; 2026Q1: 401,869 shares; 2026Q2: 355,358 shares 355,358 $127M 1.2% -46,511 Timeline BGGG BAILLIE GIFFORD ETF TR More: the full row for BAILLIE GIFFORD 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: 3,520,580 shares 3,520,580 $124M 1.17% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,361,738 shares; 2024Q4: 2,517,712 shares; 2025Q1: 2,603,751 shares; 2025Q2: 2,596,840 shares; 2025Q3: 2,629,560 shares; 2025Q4: 2,652,589 shares; 2026Q1: 2,714,734 shares; 2026Q2: 2,844,690 shares 2,844,690 $117M 1.11% +129,956 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: 725,682 shares; 2024Q4: 745,173 shares; 2025Q1: 740,739 shares; 2025Q2: 760,938 shares; 2025Q3: 844,736 shares; 2025Q4: 924,047 shares; 2026Q1: 1,031,127 shares; 2026Q2: 1,096,285 shares 1,096,285 $106M 1% +65,158 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,528,400 shares; 2026Q2: 3,040,147 shares 3,040,147 $104M 0.98% -2,488,253 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: 12,189 shares; 2024Q4: 12,979 shares; 2025Q1: 12,359 shares; 2025Q2: 10,770 shares; 2025Q3: 297,721 shares; 2025Q4: 327,525 shares; 2026Q1: 1,050,229 shares; 2026Q2: 1,047,523 shares 1,047,523 $100M 0.94% -2,706 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690,959 shares; 2024Q4: 720,287 shares; 2025Q1: 1,034,949 shares; 2025Q2: 1,049,861 shares; 2025Q3: 1,054,394 shares; 2025Q4: 1,052,408 shares; 2026Q1: 976,282 shares; 2026Q2: 942,613 shares 942,613 $90.8M 0.86% -33,669 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: 114,697 shares; 2024Q4: 359,205 shares; 2025Q1: 601,594 shares; 2025Q2: 593,262 shares; 2025Q3: 606,007 shares; 2025Q4: 681,315 shares; 2026Q1: 660,464 shares; 2026Q2: 416,058 shares 416,058 $88.5M 0.84% -244,406 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: 250,405 shares; 2024Q4: 254,113 shares; 2025Q1: 252,769 shares; 2025Q2: 264,185 shares; 2025Q3: 256,918 shares; 2025Q4: 259,932 shares; 2026Q1: 289,929 shares; 2026Q2: 263,732 shares 263,732 $86.3M 0.82% -26,197 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781,250 shares; 2024Q4: 785,146 shares; 2025Q1: 777,189 shares; 2025Q2: 765,110 shares; 2025Q3: 768,383 shares; 2025Q4: 765,011 shares; 2026Q1: 768,730 shares; 2026Q2: 762,482 shares 762,482 $84.1M 0.79% -6,248 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: 110,328 shares; 2024Q4: 108,088 shares; 2025Q1: 108,978 shares; 2025Q2: 99,473 shares; 2025Q3: 104,767 shares; 2025Q4: 100,749 shares; 2026Q1: 92,194 shares; 2026Q2: 77,286 shares 77,286 $82.3M 0.78% -14,908 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,072 shares; 2024Q4: 10,144 shares; 2025Q1: 10,144 shares; 2025Q2: 10,199 shares; 2025Q3: 10,227 shares; 2025Q4: 10,199 shares; 2026Q1: 3,742,921 shares; 2026Q2: 1,971,498 shares 1,971,498 $75M 0.71% -1,771,423 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: 478,614 shares; 2024Q4: 494,879 shares; 2025Q1: 518,532 shares; 2025Q2: 467,429 shares; 2025Q3: 502,444 shares; 2025Q4: 491,394 shares; 2026Q1: 491,344 shares; 2026Q2: 496,435 shares 496,435 $73.6M 0.7% +5,091 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,080 shares; 2024Q4: 285,267 shares; 2025Q1: 301,475 shares; 2025Q2: 278,577 shares; 2025Q3: 279,130 shares; 2025Q4: 264,937 shares; 2026Q1: 250,090 shares; 2026Q2: 232,843 shares 232,843 $73.2M 0.69% -17,247 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: 958,395 shares; 2024Q4: 963,484 shares; 2025Q1: 986,347 shares; 2025Q2: 940,102 shares; 2025Q3: 945,024 shares; 2025Q4: 941,372 shares; 2026Q1: 927,593 shares; 2026Q2: 944,567 shares 944,567 $72.8M 0.69% +16,974 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: 1,370,646 shares; 2024Q4: 1,403,738 shares; 2025Q1: 1,487,458 shares; 2025Q2: 1,426,900 shares; 2025Q3: 1,363,519 shares; 2025Q4: 1,300,626 shares; 2026Q1: 1,235,426 shares; 2026Q2: 1,243,285 shares 1,243,285 $70.2M 0.66% +7,859 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: 252,620 shares; 2024Q4: 271,238 shares; 2025Q1: 271,463 shares; 2025Q2: 260,542 shares; 2025Q3: 254,553 shares; 2025Q4: 256,213 shares; 2026Q1: 1,559,457 shares; 2026Q2: 955,762 shares 955,762 $68.1M 0.64% -603,695 Timeline BSCT 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: 2,703,012 shares; 2024Q4: 2,836,756 shares; 2025Q1: 2,914,041 shares; 2025Q2: 2,979,683 shares; 2025Q3: 3,120,702 shares; 2025Q4: 3,400,609 shares; 2026Q1: 3,611,035 shares; 2026Q2: 3,664,565 shares 3,664,565 $68.1M 0.64% +53,530 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: 193,240 shares; 2024Q4: 197,766 shares; 2025Q1: 201,836 shares; 2025Q2: 205,631 shares; 2025Q3: 184,544 shares; 2025Q4: 191,595 shares; 2026Q1: 252,461 shares; 2026Q2: 192,546 shares 192,546 $68M 0.64% -59,915 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: 130,860 shares; 2024Q4: 129,838 shares; 2025Q1: 137,503 shares; 2025Q2: 141,006 shares; 2025Q3: 134,133 shares; 2025Q4: 136,860 shares; 2026Q1: 156,064 shares; 2026Q2: 133,487 shares 133,487 $66.8M 0.63% -22,577 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,433,242 shares; 2024Q4: 2,536,633 shares; 2025Q1: 2,598,000 shares; 2025Q2: 2,696,392 shares; 2025Q3: 2,865,560 shares; 2025Q4: 3,062,356 shares; 2026Q1: 3,255,267 shares; 2026Q2: 3,274,980 shares 3,274,980 $66.7M 0.63% +19,713 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: 34,790 shares; 2024Q4: 33,973 shares; 2025Q1: 33,406 shares; 2025Q2: 48,629 shares; 2025Q3: 48,728 shares; 2025Q4: 49,407 shares; 2026Q1: 60,181 shares; 2026Q2: 55,467 shares 55,467 $66.5M 0.63% -4,714 Timeline BSCU 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: 2,898,905 shares; 2024Q4: 3,066,675 shares; 2025Q1: 3,050,844 shares; 2025Q2: 3,123,056 shares; 2025Q3: 3,335,031 shares; 2025Q4: 3,580,586 shares; 2026Q1: 3,820,540 shares; 2026Q2: 3,910,447 shares 3,910,447 $65.1M 0.61% +89,907 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: 98,117 shares; 2024Q4: 98,980 shares; 2025Q1: 96,775 shares; 2025Q2: 107,464 shares; 2025Q3: 94,449 shares; 2025Q4: 119,376 shares; 2026Q1: 164,679 shares; 2026Q2: 157,661 shares 157,661 $59.6M 0.56% -7,018 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: 238,514 shares; 2024Q4: 225,891 shares; 2025Q1: 241,149 shares; 2025Q2: 238,638 shares; 2025Q3: 236,120 shares; 2025Q4: 235,510 shares; 2026Q1: 262,136 shares; 2026Q2: 234,177 shares 234,177 $59.5M 0.56% -27,959 Timeline BSCX 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: not reported; 2025Q3: 949,887 shares; 2025Q4: 2,449,217 shares; 2026Q1: 2,662,099 shares; 2026Q2: 2,750,934 shares 2,750,934 $57.9M 0.55% +88,835 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,179 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,715,805 shares; 2026Q2: 1,364,264 shares 1,364,264 $56.9M 0.54% -1,351,541 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: 459,202 shares; 2024Q4: 458,406 shares; 2025Q1: 481,567 shares; 2025Q2: 474,020 shares; 2025Q3: 491,056 shares; 2025Q4: 523,186 shares; 2026Q1: 511,505 shares; 2026Q2: 529,778 shares 529,778 $55M 0.52% +18,273 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: 91,951 shares; 2024Q4: 73,520 shares; 2025Q1: 12,215 shares; 2025Q2: 13,958 shares; 2025Q3: 17,047 shares; 2025Q4: 19,600 shares; 2026Q1: 106,991 shares; 2026Q2: 92,765 shares 92,765 $53.9M 0.51% -14,226 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: 996,109 shares; 2024Q4: 979,908 shares; 2025Q1: 936,481 shares; 2025Q2: 916,957 shares; 2025Q3: 896,625 shares; 2025Q4: 886,879 shares; 2026Q1: 874,839 shares; 2026Q2: 865,654 shares 865,654 $53M 0.5% -9,185 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: 364,775 shares; 2024Q4: 361,139 shares; 2025Q1: 360,180 shares; 2025Q2: 362,641 shares; 2025Q3: 366,620 shares; 2025Q4: 369,226 shares; 2026Q1: 369,582 shares; 2026Q2: 374,870 shares 374,870 $51.6M 0.49% +5,288 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: 683,617 shares; 2024Q4: 1,444,096 shares; 2025Q1: 1,599,501 shares; 2025Q2: 1,583,773 shares; 2025Q3: 1,714,017 shares; 2025Q4: 1,769,599 shares; 2026Q1: 1,954,043 shares; 2026Q2: 2,077,660 shares 2,077,660 $51.2M 0.48% +123,617 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: 46,614 shares; 2024Q4: 47,008 shares; 2025Q1: 48,100 shares; 2025Q2: 47,912 shares; 2025Q3: 53,843 shares; 2025Q4: 49,904 shares; 2026Q1: 58,179 shares; 2026Q2: 43,110 shares 43,110 $49.8M 0.47% -15,069 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; 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: 2,749,114 shares; 2026Q2: 1,349,068 shares 1,349,068 $47.5M 0.45% -1,400,046 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: 46,073 shares; 2024Q4: 46,850 shares; 2025Q1: 48,371 shares; 2025Q2: 48,187 shares; 2025Q3: 46,199 shares; 2025Q4: 47,395 shares; 2026Q1: 59,884 shares; 2026Q2: 50,028 shares 50,028 $46.8M 0.44% -9,856 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: 65,723 shares; 2024Q4: 65,747 shares; 2025Q1: 68,477 shares; 2025Q2: 71,232 shares; 2025Q3: 71,155 shares; 2025Q4: 78,942 shares; 2026Q1: 149,294 shares; 2026Q2: 113,061 shares 113,061 $46.3M 0.44% -36,233 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438,204 shares; 2024Q4: 385,754 shares; 2025Q1: 477,516 shares; 2025Q2: 567,110 shares; 2025Q3: 563,541 shares; 2025Q4: 548,919 shares; 2026Q1: 391,535 shares; 2026Q2: 347,785 shares 347,785 $44.5M 0.42% -43,750 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,203 shares; 2024Q4: 93,505 shares; 2025Q1: 100,383 shares; 2025Q2: 104,078 shares; 2025Q3: 101,666 shares; 2025Q4: 101,977 shares; 2026Q1: 103,739 shares; 2026Q2: 103,636 shares 103,636 $44.2M 0.42% -103 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: 389,834 shares; 2024Q4: 384,463 shares; 2025Q1: 388,419 shares; 2025Q2: 408,703 shares; 2025Q3: 408,899 shares; 2025Q4: 416,092 shares; 2026Q1: 452,253 shares; 2026Q2: 382,536 shares 382,536 $43.3M 0.41% -69,717 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: 98,735 shares; 2024Q4: 102,437 shares; 2025Q1: 104,521 shares; 2025Q2: 128,098 shares; 2025Q3: 135,667 shares; 2025Q4: 148,544 shares; 2026Q1: 195,769 shares; 2026Q2: 271,152 shares 271,152 $42.9M 0.4% +75,383 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,471 shares; 2024Q4: 288,586 shares; 2025Q1: 274,145 shares; 2025Q2: 280,059 shares; 2025Q3: 277,169 shares; 2025Q4: 275,277 shares; 2026Q1: 280,240 shares; 2026Q2: 279,710 shares 279,710 $42.6M 0.4% -530 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: 50,906 shares; 2024Q4: 106,387 shares; 2025Q1: 107,410 shares; 2025Q2: 115,152 shares; 2025Q3: 119,800 shares; 2025Q4: 121,928 shares; 2026Q1: 134,464 shares; 2026Q2: 124,812 shares 124,812 $42.6M 0.4% -9,652 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,161 shares; 2024Q4: 197,222 shares; 2025Q1: 182,503 shares; 2025Q2: 180,161 shares; 2025Q3: 174,549 shares; 2025Q4: 171,068 shares; 2026Q1: 178,195 shares; 2026Q2: 266,632 shares 266,632 $41.8M 0.4% +88,437 Timeline HYBI 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: 714,796 shares; 2025Q1: 780,957 shares; 2025Q2: 744,007 shares; 2025Q3: 793,000 shares; 2025Q4: 845,780 shares; 2026Q1: 869,196 shares; 2026Q2: 834,478 shares 834,478 $41.1M 0.39% -34,718 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: 474,360 shares; 2024Q4: 495,972 shares; 2025Q1: 505,727 shares; 2025Q2: 502,942 shares; 2025Q3: 388,991 shares; 2025Q4: 384,909 shares; 2026Q1: 197,629 shares; 2026Q2: 185,105 shares 185,105 $40.6M 0.38% -12,524 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: 24,703 shares; 2024Q4: 24,256 shares; 2025Q1: 25,152 shares; 2025Q2: 28,293 shares; 2025Q3: 29,596 shares; 2025Q4: 59,160 shares; 2026Q1: 79,026 shares; 2026Q2: 71,960 shares 71,960 $40.5M 0.38% -7,066 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: 39,723 shares; 2024Q4: 41,365 shares; 2025Q1: 41,762 shares; 2025Q2: 42,673 shares; 2025Q3: 44,692 shares; 2025Q4: 50,457 shares; 2026Q1: 92,720 shares; 2026Q2: 94,532 shares 94,532 $40.3M 0.38% +1,812 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: 42,425 shares; 2024Q4: 42,908 shares; 2025Q1: 44,391 shares; 2025Q2: 44,828 shares; 2025Q3: 45,110 shares; 2025Q4: 47,723 shares; 2026Q1: 201,831 shares; 2026Q2: 162,397 shares 162,397 $40M 0.38% -39,434 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,460 shares; 2024Q4: 4,792 shares; 2025Q1: 307 shares; 2025Q2: 373 shares; 2025Q3: 1,338 shares; 2025Q4: 341 shares; 2026Q1: 23 shares; 2026Q2: 693,027 shares 693,027 $39.1M 0.37% +693,004 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: 133,742 shares; 2024Q4: 137,677 shares; 2025Q1: 130,036 shares; 2025Q2: 132,545 shares; 2025Q3: 164,536 shares; 2025Q4: 174,624 shares; 2026Q1: 152,452 shares; 2026Q2: 150,593 shares 150,593 $35.6M 0.34% -1,859 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: 34,794 shares; 2024Q4: 31,397 shares; 2025Q1: 36,487 shares; 2025Q2: 52,737 shares; 2025Q3: 51,599 shares; 2025Q4: 75,054 shares; 2026Q1: 161,689 shares; 2026Q2: 415,990 shares 415,990 $35.6M 0.34% +254,301 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: 170,870 shares; 2024Q4: 170,572 shares; 2025Q1: 172,110 shares; 2025Q2: 179,329 shares; 2025Q3: 177,181 shares; 2025Q4: 175,154 shares; 2026Q1: 182,690 shares; 2026Q2: 176,048 shares 176,048 $33.4M 0.32% -6,642 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: 206,448 shares; 2024Q4: 190,498 shares; 2025Q1: 199,212 shares; 2025Q2: 223,178 shares; 2025Q3: 227,317 shares; 2025Q4: 235,514 shares; 2026Q1: 264,667 shares; 2026Q2: 236,056 shares 236,056 $32.3M 0.3% -28,611 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: 28,492 shares; 2024Q4: 31,009 shares; 2025Q1: 30,253 shares; 2025Q2: 28,788 shares; 2025Q3: 28,352 shares; 2025Q4: 27,794 shares; 2026Q1: 84,593 shares; 2026Q2: 366,233 shares 366,233 $31.5M 0.3% +281,640 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: 51,845 shares; 2024Q4: 51,362 shares; 2025Q1: 51,720 shares; 2025Q2: 47,015 shares; 2025Q3: 46,682 shares; 2025Q4: 44,364 shares; 2026Q1: 43,688 shares; 2026Q2: 44,423 shares 44,423 $31.2M 0.3% +735 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: 108,177 shares; 2024Q4: 99,253 shares; 2025Q1: 98,319 shares; 2025Q2: 94,834 shares; 2025Q3: 94,291 shares; 2025Q4: 93,180 shares; 2026Q1: 120,817 shares; 2026Q2: 98,825 shares 98,825 $29.7M 0.28% -21,992 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: 57,945 shares; 2024Q4: 57,997 shares; 2025Q1: 61,269 shares; 2025Q2: 62,361 shares; 2025Q3: 59,774 shares; 2025Q4: 60,945 shares; 2026Q1: 67,542 shares; 2026Q2: 57,433 shares 57,433 $29.5M 0.28% -10,109 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: 6,642 shares; 2024Q4: 6,162 shares; 2025Q1: 8,886 shares; 2025Q2: 8,215 shares; 2025Q3: 8,259 shares; 2025Q4: 9,173 shares; 2026Q1: 100,979 shares; 2026Q2: 98,931 shares 98,931 $29.5M 0.28% -2,048 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: 244,736 shares; 2024Q4: 228,440 shares; 2025Q1: 232,356 shares; 2025Q2: 254,450 shares; 2025Q3: 253,444 shares; 2025Q4: 257,451 shares; 2026Q1: 273,454 shares; 2026Q2: 249,736 shares 249,736 $29.3M 0.28% -23,718 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: 38,530 shares; 2024Q4: 37,063 shares; 2025Q1: 37,167 shares; 2025Q2: 43,635 shares; 2025Q3: 43,841 shares; 2025Q4: 44,597 shares; 2026Q1: 39,274 shares; 2026Q2: 40,185 shares 40,185 $29.1M 0.27% +911 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: 147,043 shares; 2024Q4: 147,847 shares; 2025Q1: 153,251 shares; 2025Q2: 156,097 shares; 2025Q3: 162,776 shares; 2025Q4: 170,540 shares; 2026Q1: 190,097 shares; 2026Q2: 174,767 shares 174,767 $29M 0.27% -15,330 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: 221,166 shares; 2024Q4: 214,036 shares; 2025Q1: 217,379 shares; 2025Q2: 225,671 shares; 2025Q3: 199,123 shares; 2025Q4: 196,319 shares; 2026Q1: 214,188 shares; 2026Q2: 197,251 shares 197,251 $28.9M 0.27% -16,937 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: 224,206 shares; 2024Q4: 148,553 shares; 2025Q1: 146,736 shares; 2025Q2: 146,270 shares; 2025Q3: 145,582 shares; 2025Q4: 148,630 shares; 2026Q1: 166,056 shares; 2026Q2: 117,742 shares 117,742 $28.5M 0.27% -48,314 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: 100,457 shares; 2024Q4: 100,073 shares; 2025Q1: 99,683 shares; 2025Q2: 102,462 shares; 2025Q3: 101,419 shares; 2025Q4: 101,762 shares; 2026Q1: 134,159 shares; 2026Q2: 111,021 shares 111,021 $27.9M 0.26% -23,138 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: 198,982 shares; 2024Q4: 196,021 shares; 2025Q1: 196,891 shares; 2025Q2: 200,855 shares; 2025Q3: 206,366 shares; 2025Q4: 208,474 shares; 2026Q1: 223,452 shares; 2026Q2: 206,187 shares 206,187 $27.9M 0.26% -17,265 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556,939 shares; 2024Q4: 598,061 shares; 2025Q1: 667,102 shares; 2025Q2: 669,377 shares; 2025Q3: 670,116 shares; 2025Q4: 675,633 shares; 2026Q1: 679,741 shares; 2026Q2: 686,310 shares 686,310 $27.6M 0.26% +6,569 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: 98,175 shares; 2024Q4: 98,991 shares; 2025Q1: 96,832 shares; 2025Q2: 97,568 shares; 2025Q3: 100,931 shares; 2025Q4: 94,966 shares; 2026Q1: 96,530 shares; 2026Q2: 92,299 shares 92,299 $27.5M 0.26% -4,231 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: 71,244 shares; 2024Q4: 70,611 shares; 2025Q1: 68,180 shares; 2025Q2: 69,433 shares; 2025Q3: 70,014 shares; 2025Q4: 72,644 shares; 2026Q1: 82,754 shares; 2026Q2: 75,745 shares 75,745 $26.7M 0.25% -7,009 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: 49,880 shares; 2024Q4: 59,737 shares; 2025Q1: 61,903 shares; 2025Q2: 65,644 shares; 2025Q3: 62,415 shares; 2025Q4: 62,256 shares; 2026Q1: 187,029 shares; 2026Q2: 168,965 shares 168,965 $26.5M 0.25% -18,064 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,268 shares; 2024Q4: 224,459 shares; 2025Q1: 257,693 shares; 2025Q2: 253,339 shares; 2025Q3: 251,314 shares; 2025Q4: 251,249 shares; 2026Q1: 252,054 shares; 2026Q2: 248,042 shares 248,042 $26.4M 0.25% -4,012 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: 112,787 shares; 2024Q4: 111,047 shares; 2025Q1: 111,611 shares; 2025Q2: 112,864 shares; 2025Q3: 113,326 shares; 2025Q4: 113,889 shares; 2026Q1: 113,434 shares; 2026Q2: 114,906 shares 114,906 $26.1M 0.25% +1,472 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818,371 shares; 2024Q4: 878,265 shares; 2025Q1: 862,458 shares; 2025Q2: 891,719 shares; 2025Q3: 913,028 shares; 2025Q4: 962,006 shares; 2026Q1: 985,931 shares; 2026Q2: 1,011,284 shares 1,011,284 $25.9M 0.24% +25,353 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 797,823 shares; 2024Q4: 862,163 shares; 2025Q1: 852,633 shares; 2025Q2: 882,394 shares; 2025Q3: 902,055 shares; 2025Q4: 952,366 shares; 2026Q1: 979,870 shares; 2026Q2: 1,006,875 shares 1,006,875 $25.6M 0.24% +27,005 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810,664 shares; 2024Q4: 880,117 shares; 2025Q1: 871,056 shares; 2025Q2: 898,400 shares; 2025Q3: 923,175 shares; 2025Q4: 956,583 shares; 2026Q1: 976,335 shares; 2026Q2: 1,001,027 shares 1,001,027 $25.4M 0.24% +24,692 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: 18,602 shares; 2024Q4: 16,545 shares; 2025Q1: not reported; 2025Q2: 21,563 shares; 2025Q3: not reported; 2025Q4: 21,809 shares; 2026Q1: 55,187 shares; 2026Q2: 34,378 shares 34,378 $25.3M 0.24% -20,809 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: 70,725 shares; 2024Q4: 66,048 shares; 2025Q1: 65,225 shares; 2025Q2: 66,947 shares; 2025Q3: 69,573 shares; 2025Q4: 69,467 shares; 2026Q1: 219,930 shares; 2026Q2: 214,818 shares 214,818 $25.3M 0.24% -5,112 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: 64,102 shares; 2024Q4: 64,440 shares; 2025Q1: 61,563 shares; 2025Q2: 60,408 shares; 2025Q3: 61,895 shares; 2025Q4: 65,665 shares; 2026Q1: 90,383 shares; 2026Q2: 71,541 shares 71,541 $24.5M 0.23% -18,842 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: 40,061 shares; 2024Q4: 39,680 shares; 2025Q1: 35,977 shares; 2025Q2: 39,959 shares; 2025Q3: 40,027 shares; 2025Q4: 46,773 shares; 2026Q1: 65,799 shares; 2026Q2: 57,532 shares 57,532 $24.2M 0.23% -8,267 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,658 shares; 2024Q4: 2,671 shares; 2025Q1: 2,671 shares; 2025Q2: 2,679 shares; 2025Q3: 2,596 shares; 2025Q4: 2,596 shares; 2026Q1: 337,896 shares; 2026Q2: 147,226 shares 147,226 $24.1M 0.23% -190,670 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,407 shares; 2025Q2: not reported; 2025Q3: 433,557 shares; 2025Q4: 877,248 shares; 2026Q1: 899,241 shares; 2026Q2: 930,943 shares 930,943 $24.1M 0.23% +31,702 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: 138,260 shares; 2024Q4: 324,667 shares; 2025Q1: 222,281 shares; 2025Q2: 219,459 shares; 2025Q3: 177,725 shares; 2025Q4: 217,140 shares; 2026Q1: 258,984 shares; 2026Q2: 236,811 shares 236,811 $23.4M 0.22% -22,173 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,461 shares; 2024Q4: 491,880 shares; 2025Q1: 9,711 shares; 2025Q2: 610,653 shares; 2025Q3: 602,424 shares; 2025Q4: 585,072 shares; 2026Q1: 6,662 shares; 2026Q2: 628,181 shares 628,181 $23.3M 0.22% +621,519 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520,605 shares; 2024Q4: 520,675 shares; 2025Q1: 532,893 shares; 2025Q2: 453,808 shares; 2025Q3: 448,868 shares; 2025Q4: 450,281 shares; 2026Q1: 2,583 shares; 2026Q2: 634,304 shares 634,304 $23.2M 0.22% +631,721 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 532,232 shares; 2026Q2: 550,562 shares 550,562 $21.8M 0.21% +18,330 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: 223,588 shares; 2024Q4: 224,758 shares; 2025Q1: 223,457 shares; 2025Q2: 234,663 shares; 2025Q3: 241,123 shares; 2025Q4: 241,829 shares; 2026Q1: 246,338 shares; 2026Q2: 235,801 shares 235,801 $21.8M 0.21% -10,537 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: 80,650 shares; 2024Q4: 52,710 shares; 2025Q1: 51,741 shares; 2025Q2: 52,495 shares; 2025Q3: 60,730 shares; 2025Q4: 78,540 shares; 2026Q1: 196,245 shares; 2026Q2: 285,463 shares 285,463 $21.7M 0.21% +89,218 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633,905 shares; 2024Q4: 822,746 shares; 2025Q1: 816,967 shares; 2025Q2: 1,146,279 shares; 2025Q3: 1,053,754 shares; 2025Q4: 977,994 shares; 2026Q1: 958,835 shares; 2026Q2: 895,538 shares 895,538 $20.6M 0.19% -63,297 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,767 shares; 2024Q4: 126,229 shares; 2025Q1: 123,707 shares; 2025Q2: 125,256 shares; 2025Q3: 125,368 shares; 2025Q4: 126,511 shares; 2026Q1: 125,548 shares; 2026Q2: 112,611 shares 112,611 $20.6M 0.19% -12,937 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: 20,800 shares; 2024Q4: 20,805 shares; 2025Q1: 21,778 shares; 2025Q2: 20,974 shares; 2025Q3: 20,796 shares; 2025Q4: 20,767 shares; 2026Q1: 20,188 shares; 2026Q2: 21,073 shares 21,073 $20.6M 0.19% +885 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,825 shares; 2024Q4: 46,823 shares; 2025Q1: 44,892 shares; 2025Q2: 44,423 shares; 2025Q3: 40,869 shares; 2025Q4: 46,917 shares; 2026Q1: 91,142 shares; 2026Q2: 92,845 shares 92,845 $20.5M 0.19% +1,703 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: 86,925 shares; 2024Q4: 88,793 shares; 2025Q1: 89,631 shares; 2025Q2: 92,970 shares; 2025Q3: 95,236 shares; 2025Q4: 97,298 shares; 2026Q1: 95,161 shares; 2026Q2: 91,464 shares 91,464 $20.4M 0.19% -3,697 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 5 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 26 shares 26 $19.5M 0.18% +7 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: 90,836 shares; 2024Q4: 89,933 shares; 2025Q1: 89,658 shares; 2025Q2: 90,549 shares; 2025Q3: 84,037 shares; 2025Q4: 84,488 shares; 2026Q1: 82,205 shares; 2026Q2: 88,432 shares 88,432 $19.3M 0.18% +6,227 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,401 shares; 2024Q4: 88,503 shares; 2025Q1: 92,872 shares; 2025Q2: 90,350 shares; 2025Q3: 93,939 shares; 2025Q4: 100,280 shares; 2026Q1: 95,458 shares; 2026Q2: 95,787 shares 95,787 $18.2M 0.17% +329 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: 218,641 shares; 2024Q4: 215,917 shares; 2025Q1: 217,271 shares; 2025Q2: 222,363 shares; 2025Q3: 216,365 shares; 2025Q4: 210,669 shares; 2026Q1: 136,294 shares; 2026Q2: 124,028 shares 124,028 $18.2M 0.17% -12,266 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: 104,827 shares 104,827 $17.9M 0.17% new Timeline ECML 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: not reported; 2026Q1: 1,007,702 shares; 2026Q2: 458,532 shares 458,532 $17.7M 0.17% -549,170 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 503,662 shares; 2026Q2: 473,937 shares 473,937 $17.6M 0.17% -29,725 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,131 shares; 2024Q4: 69,698 shares; 2025Q1: 69,511 shares; 2025Q2: 72,247 shares; 2025Q3: 71,643 shares; 2025Q4: 71,703 shares; 2026Q1: 71,959 shares; 2026Q2: 69,271 shares 69,271 $17.3M 0.16% -2,688 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: 189,898 shares; 2024Q4: 186,170 shares; 2025Q1: 119,833 shares; 2025Q2: 119,563 shares; 2025Q3: 79,576 shares; 2025Q4: 85,806 shares; 2026Q1: 207,361 shares; 2026Q2: 205,073 shares 205,073 $17.2M 0.16% -2,288 Timeline PGX 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: 624,683 shares; 2024Q4: 739,128 shares; 2025Q1: 716,037 shares; 2025Q2: 787,541 shares; 2025Q3: 1,216,444 shares; 2025Q4: 1,682,990 shares; 2026Q1: 1,697,789 shares; 2026Q2: 1,567,477 shares 1,567,477 $17M 0.16% -130,312 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,486 shares; 2024Q4: 248,000 shares; 2025Q1: 21,988 shares; 2025Q2: 13,169 shares; 2025Q3: 12,182 shares; 2025Q4: 11,168 shares; 2026Q1: 286,868 shares; 2026Q2: 165,539 shares 165,539 $16.7M 0.16% -121,329 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: 72,932 shares; 2024Q4: 73,994 shares; 2025Q1: 72,918 shares; 2025Q2: 77,320 shares; 2025Q3: 78,137 shares; 2025Q4: 80,793 shares; 2026Q1: 93,532 shares; 2026Q2: 102,787 shares 102,787 $16.1M 0.15% +9,255 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: 179,013 shares; 2024Q4: 174,361 shares; 2025Q1: 176,732 shares; 2025Q2: 190,630 shares; 2025Q3: 184,147 shares; 2025Q4: 199,215 shares; 2026Q1: 218,382 shares; 2026Q2: 197,772 shares 197,772 $16.1M 0.15% -20,610 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: 39,463 shares; 2024Q4: 40,591 shares; 2025Q1: 41,329 shares; 2025Q2: 33,482 shares; 2025Q3: 42,503 shares; 2025Q4: 43,109 shares; 2026Q1: 42,196 shares; 2026Q2: 43,348 shares 43,348 $16M 0.15% +1,152 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: not reported; 2024Q4: 1,545 shares; 2025Q1: 13,929 shares; 2025Q2: 4,894 shares; 2025Q3: 5,315 shares; 2025Q4: 15,316 shares; 2026Q1: 173,087 shares; 2026Q2: 172,651 shares 172,651 $15.7M 0.15% -436 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,897 shares; 2024Q4: 1,911 shares; 2025Q1: 1,923 shares; 2025Q2: 130,476 shares; 2025Q3: 192,766 shares; 2025Q4: 234,261 shares; 2026Q1: 273,221 shares; 2026Q2: 297,598 shares 297,598 $15.7M 0.15% +24,377 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: 58,501 shares; 2024Q4: 56,104 shares; 2025Q1: 58,769 shares; 2025Q2: 212,352 shares; 2025Q3: 213,590 shares; 2025Q4: 207,299 shares; 2026Q1: 228,655 shares; 2026Q2: 215,438 shares 215,438 $15.5M 0.15% -13,217 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: 6,247 shares; 2024Q4: 6,411 shares; 2025Q1: 6,535 shares; 2025Q2: 9,573 shares; 2025Q3: 9,593 shares; 2025Q4: 9,986 shares; 2026Q1: 9,461 shares; 2026Q2: 13,050 shares 13,050 $15.3M 0.14% +3,589 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: 29,430 shares; 2024Q4: 29,289 shares; 2025Q1: 244,115 shares; 2025Q2: 251,697 shares; 2025Q3: 239,458 shares; 2025Q4: 244,739 shares; 2026Q1: 256,508 shares; 2026Q2: 210,974 shares 210,974 $15.2M 0.14% -45,534 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: 28,274 shares; 2024Q4: 28,633 shares; 2025Q1: 28,563 shares; 2025Q2: 31,615 shares; 2025Q3: 36,959 shares; 2025Q4: 39,055 shares; 2026Q1: 51,705 shares; 2026Q2: 40,495 shares 40,495 $15.1M 0.14% -11,210 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: 13,276 shares; 2024Q4: 14,007 shares; 2025Q1: 14,052 shares; 2025Q2: 14,622 shares; 2025Q3: 14,375 shares; 2025Q4: 14,839 shares; 2026Q1: 14,100 shares; 2026Q2: 14,940 shares 14,940 $15.1M 0.14% +840 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,261 shares; 2024Q4: 2,361 shares; 2025Q1: 1,934 shares; 2025Q2: 1,934 shares; 2025Q3: 1,934 shares; 2025Q4: 3,053 shares; 2026Q1: 3,053 shares; 2026Q2: 298,529 shares 298,529 $15.1M 0.14% +295,476 Timeline SPHY 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: 634,572 shares; 2024Q4: 60,281 shares; 2025Q1: 61,267 shares; 2025Q2: 504,274 shares; 2025Q3: 486,368 shares; 2025Q4: 486,722 shares; 2026Q1: 21,302 shares; 2026Q2: 638,026 shares 638,026 $15M 0.14% +616,724 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: 46,935 shares; 2024Q4: 42,894 shares; 2025Q1: 46,767 shares; 2025Q2: 47,066 shares; 2025Q3: 47,418 shares; 2025Q4: 47,568 shares; 2026Q1: 45,588 shares; 2026Q2: 44,009 shares 44,009 $14.9M 0.14% -1,579 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,294 shares; 2024Q4: 112,966 shares; 2025Q1: 114,290 shares; 2025Q2: 118,288 shares; 2025Q3: 126,115 shares; 2025Q4: 130,028 shares; 2026Q1: 133,903 shares; 2026Q2: 125,045 shares 125,045 $14.8M 0.14% -8,858 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192 shares; 2024Q4: 247 shares; 2025Q1: 274 shares; 2025Q2: 255 shares; 2025Q3: 373 shares; 2025Q4: 447 shares; 2026Q1: 8,975 shares; 2026Q2: 8,635 shares 8,635 $14.7M 0.14% -340 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: 35,520 shares; 2024Q4: 34,218 shares; 2025Q1: 33,905 shares; 2025Q2: 35,670 shares; 2025Q3: 35,799 shares; 2025Q4: 35,547 shares; 2026Q1: 50,221 shares; 2026Q2: 40,211 shares 40,211 $14.6M 0.14% -10,010 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: 125,625 shares; 2024Q4: 76,674 shares; 2025Q1: 80,367 shares; 2025Q2: 137,093 shares; 2025Q3: 142,831 shares; 2025Q4: 143,878 shares; 2026Q1: 142,230 shares; 2026Q2: 103,423 shares 103,423 $14.4M 0.14% -38,807 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: 124,293 shares; 2024Q4: 120,429 shares; 2025Q1: 119,240 shares; 2025Q2: 116,568 shares; 2025Q3: 113,398 shares; 2025Q4: 110,354 shares; 2026Q1: 152,132 shares; 2026Q2: 112,376 shares 112,376 $14.4M 0.14% -39,756 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,841 shares; 2024Q4: 16,921 shares; 2025Q1: 11,827 shares; 2025Q2: 12,927 shares; 2025Q3: 14,235 shares; 2025Q4: 70,102 shares; 2026Q1: 91,699 shares; 2026Q2: 179,839 shares 179,839 $14.2M 0.13% +88,140 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: 186,680 shares; 2024Q4: 244,535 shares; 2025Q1: 205,056 shares; 2025Q2: 152,358 shares; 2025Q3: 154,338 shares; 2025Q4: 232,139 shares; 2026Q1: 258,614 shares; 2026Q2: 278,331 shares 278,331 $14.1M 0.13% +19,717 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 275 shares; 2025Q1: 199,131 shares; 2025Q2: 5,226 shares; 2025Q3: 956 shares; 2025Q4: 1,240 shares; 2026Q1: 147 shares; 2026Q2: 176,538 shares 176,538 $13.9M 0.13% +176,391 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: 1,523 shares; 2025Q1: 1,871 shares; 2025Q2: 2,933 shares; 2025Q3: 181,090 shares; 2025Q4: 194,711 shares; 2026Q1: 169,533 shares; 2026Q2: 159,482 shares 159,482 $13.8M 0.13% -10,051 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: 129,105 shares; 2024Q4: 129,589 shares; 2025Q1: 122,774 shares; 2025Q2: 158,378 shares; 2025Q3: 152,765 shares; 2025Q4: 152,433 shares; 2026Q1: 168,685 shares; 2026Q2: 149,825 shares 149,825 $13.6M 0.13% -18,860 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: 11,812 shares; 2024Q4: 11,126 shares; 2025Q1: 10,805 shares; 2025Q2: 12,375 shares; 2025Q3: 12,382 shares; 2025Q4: 13,665 shares; 2026Q1: 13,176 shares; 2026Q2: 18,794 shares 18,794 $13.5M 0.13% +5,618 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: 123,268 shares; 2024Q4: 129,695 shares; 2025Q1: 126,500 shares; 2025Q2: 122,845 shares; 2025Q3: 120,541 shares; 2025Q4: 121,369 shares; 2026Q1: 122,041 shares; 2026Q2: 125,216 shares 125,216 $13.5M 0.13% +3,175 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,054 shares; 2024Q4: 86,746 shares; 2025Q1: 85,939 shares; 2025Q2: 85,715 shares; 2025Q3: 84,832 shares; 2025Q4: 84,378 shares; 2026Q1: 82,787 shares; 2026Q2: 81,640 shares 81,640 $13.4M 0.13% -1,147 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: 43,920 shares; 2024Q4: 41,984 shares; 2025Q1: 41,505 shares; 2025Q2: 44,055 shares; 2025Q3: 43,608 shares; 2025Q4: 46,043 shares; 2026Q1: 44,757 shares; 2026Q2: 48,477 shares 48,477 $13.1M 0.12% +3,720 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,409 shares; 2024Q4: 35,989 shares; 2025Q1: 35,967 shares; 2025Q2: 35,747 shares; 2025Q3: 36,531 shares; 2025Q4: 36,463 shares; 2026Q1: 151,163 shares; 2026Q2: 158,743 shares 158,743 $13.1M 0.12% +7,580 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: 41,879 shares; 2024Q4: 42,120 shares; 2025Q1: 41,611 shares; 2025Q2: 42,020 shares; 2025Q3: 41,542 shares; 2025Q4: 42,642 shares; 2026Q1: 50,291 shares; 2026Q2: 45,993 shares 45,993 $12.9M 0.12% -4,298 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,149 shares; 2024Q4: 365,567 shares; 2025Q1: 383,690 shares; 2025Q2: 355,721 shares; 2025Q3: 353,683 shares; 2025Q4: 346,531 shares; 2026Q1: 349,529 shares; 2026Q2: 347,443 shares 347,443 $12.8M 0.12% -2,086 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: 82,902 shares; 2024Q4: 82,951 shares; 2025Q1: 84,691 shares; 2025Q2: 87,497 shares; 2025Q3: 86,139 shares; 2025Q4: 79,415 shares; 2026Q1: 80,606 shares; 2026Q2: 77,979 shares 77,979 $12.8M 0.12% -2,627 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,144 shares; 2024Q4: 126,631 shares; 2025Q1: 129,510 shares; 2025Q2: 110,609 shares; 2025Q3: 121,052 shares; 2025Q4: 125,322 shares; 2026Q1: 130,209 shares; 2026Q2: 138,203 shares 138,203 $12.7M 0.12% +7,994 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: 9,216 shares; 2024Q4: 9,276 shares; 2025Q1: 11,534 shares; 2025Q2: 23,508 shares; 2025Q3: 21,451 shares; 2025Q4: 21,370 shares; 2026Q1: 172,216 shares; 2026Q2: 68,410 shares 68,410 $12.7M 0.12% -103,806 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: 104,164 shares; 2024Q4: 102,805 shares; 2025Q1: 90,271 shares; 2025Q2: 84,097 shares; 2025Q3: 85,848 shares; 2025Q4: 87,022 shares; 2026Q1: 145,672 shares; 2026Q2: 151,379 shares 151,379 $12.4M 0.12% +5,707 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 484,880 shares; 2025Q1: 488,660 shares; 2025Q2: 489,723 shares; 2025Q3: 488,777 shares; 2025Q4: 889,713 shares; 2026Q1: 888,522 shares; 2026Q2: 889,014 shares 889,014 $12M 0.11% +492 Timeline PFM 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: 434,840 shares; 2024Q4: 439,631 shares; 2025Q1: 431,127 shares; 2025Q2: 426,266 shares; 2025Q3: 417,054 shares; 2025Q4: 414,952 shares; 2026Q1: 228,840 shares; 2026Q2: 216,816 shares 216,816 $12M 0.11% -12,024 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,285 shares; 2024Q4: 251,548 shares; 2025Q1: 277,390 shares; 2025Q2: 287,871 shares; 2025Q3: 309,802 shares; 2025Q4: 266,862 shares; 2026Q1: 431,965 shares; 2026Q2: 376,960 shares 376,960 $12M 0.11% -55,005 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,396 shares; 2024Q4: 19,499 shares; 2025Q1: 20,337 shares; 2025Q2: 22,103 shares; 2025Q3: 24,479 shares; 2025Q4: 48,403 shares; 2026Q1: 74,340 shares; 2026Q2: 62,553 shares 62,553 $11.9M 0.11% -11,787 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,595 shares; 2024Q4: 8,644 shares; 2025Q1: 8,511 shares; 2025Q2: 129,350 shares; 2025Q3: 129,510 shares; 2025Q4: 130,532 shares; 2026Q1: 141,643 shares; 2026Q2: 127,584 shares 127,584 $11.7M 0.11% -14,059 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: 238,994 shares; 2024Q4: 152,859 shares; 2025Q1: 152,955 shares; 2025Q2: 260,974 shares; 2025Q3: 257,830 shares; 2025Q4: 257,425 shares; 2026Q1: not reported; 2026Q2: 271,154 shares 271,154 $11.5M 0.11% new 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: 117,564 shares; 2024Q4: 114,309 shares; 2025Q1: 106,955 shares; 2025Q2: 170,136 shares; 2025Q3: 191,756 shares; 2025Q4: 131,443 shares; 2026Q1: 347,801 shares; 2026Q2: 138,703 shares 138,703 $11.5M 0.11% -209,098 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,203 shares; 2024Q4: 69,898 shares; 2025Q1: 61,471 shares; 2025Q2: 45,538 shares; 2025Q3: 45,272 shares; 2025Q4: 44,140 shares; 2026Q1: 42,513 shares; 2026Q2: 42,256 shares 42,256 $11.2M 0.11% -257 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,113 shares; 2024Q4: 2,317 shares; 2025Q1: 3,168 shares; 2025Q2: 5,514 shares; 2025Q3: 5,867 shares; 2025Q4: 5,107 shares; 2026Q1: 70,399 shares; 2026Q2: 44,017 shares 44,017 $11.2M 0.11% -26,382 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: 124,045 shares; 2024Q4: 128,113 shares; 2025Q1: 125,467 shares; 2025Q2: 136,912 shares; 2025Q3: 148,566 shares; 2025Q4: 160,848 shares; 2026Q1: 247,763 shares; 2026Q2: 196,302 shares 196,302 $11.2M 0.11% -51,461 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,411 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 1,411 shares; 2025Q4: 1,511 shares; 2026Q1: 262,174 shares; 2026Q2: 106,479 shares 106,479 $10.9M 0.1% -155,695 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: 14,681 shares; 2025Q1: 14,251 shares; 2025Q2: 16,077 shares; 2025Q3: 19,611 shares; 2025Q4: 20,839 shares; 2026Q1: 40,271 shares; 2026Q2: 24,748 shares 24,748 $10.7M 0.1% -15,523 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: 119,476 shares; 2024Q4: 118,174 shares; 2025Q1: 120,436 shares; 2025Q2: 128,095 shares; 2025Q3: 127,117 shares; 2025Q4: 129,161 shares; 2026Q1: 135,871 shares; 2026Q2: 138,802 shares 138,802 $10.2M 0.1% +2,931 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: 38,625 shares; 2024Q4: 38,295 shares; 2025Q1: 40,472 shares; 2025Q2: 43,509 shares; 2025Q3: 42,630 shares; 2025Q4: 39,968 shares; 2026Q1: 41,499 shares; 2026Q2: 39,530 shares 39,530 $10.1M 0.1% -1,969 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: 92,258 shares; 2024Q4: 91,702 shares; 2025Q1: 84,647 shares; 2025Q2: 97,159 shares; 2025Q3: 101,728 shares; 2025Q4: 107,832 shares; 2026Q1: 122,210 shares; 2026Q2: 121,810 shares 121,810 $10.1M 0.1% -400 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: 193,647 shares; 2024Q4: 189,006 shares; 2025Q1: 188,872 shares; 2025Q2: 427,735 shares; 2025Q3: 394,823 shares; 2025Q4: 404,659 shares; 2026Q1: 444,482 shares; 2026Q2: 458,137 shares 458,137 $9.48M 0.09% +13,655 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: 87,714 shares; 2024Q4: 87,196 shares; 2025Q1: 87,440 shares; 2025Q2: 91,980 shares; 2025Q3: 99,264 shares; 2025Q4: 102,000 shares; 2026Q1: 120,525 shares; 2026Q2: 108,035 shares 108,035 $9.48M 0.09% -12,490 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,056 shares; 2024Q4: 5,057 shares; 2025Q1: 117,109 shares; 2025Q2: 120,453 shares; 2025Q3: 122,626 shares; 2025Q4: 121,817 shares; 2026Q1: 118,777 shares; 2026Q2: 71,701 shares 71,701 $9.43M 0.09% -47,076 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,604 shares; 2024Q4: 2,563 shares; 2025Q1: 2,556 shares; 2025Q2: 3,118 shares; 2025Q3: 2,880 shares; 2025Q4: 3,169 shares; 2026Q1: 2,871 shares; 2026Q2: 12,294 shares 12,294 $9.38M 0.09% +9,423 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: 44,681 shares; 2024Q4: 49,017 shares; 2025Q1: 47,898 shares; 2025Q2: 53,520 shares; 2025Q3: 51,247 shares; 2025Q4: 54,141 shares; 2026Q1: 68,745 shares; 2026Q2: 60,918 shares 60,918 $9.23M 0.09% -7,827 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: 16,778 shares; 2024Q4: 17,407 shares; 2025Q1: 18,672 shares; 2025Q2: 20,365 shares; 2025Q3: 18,110 shares; 2025Q4: 17,912 shares; 2026Q1: 17,129 shares; 2026Q2: 14,495 shares 14,495 $9.19M 0.09% -2,634 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: 669,498 shares; 2024Q4: 680,062 shares; 2025Q1: 142,394 shares; 2025Q2: 144,403 shares; 2025Q3: 161,208 shares; 2025Q4: 160,460 shares; 2026Q1: 173,574 shares; 2026Q2: 175,769 shares 175,769 $9.1M 0.09% +2,195 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: 155,019 shares; 2024Q4: 145,074 shares; 2025Q1: 85,484 shares; 2025Q2: 73,301 shares; 2025Q3: 96,027 shares; 2025Q4: 102,071 shares; 2026Q1: 189,226 shares; 2026Q2: 149,458 shares 149,458 $8.92M 0.08% -39,768 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 6 shares; 2025Q1: 3 shares; 2025Q2: 71,563 shares; 2025Q3: 156,318 shares; 2025Q4: 125,531 shares; 2026Q1: 133,196 shares; 2026Q2: 73,684 shares 73,684 $8.89M 0.08% -59,512 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: 113,023 shares; 2024Q4: 110,117 shares; 2025Q1: 101,714 shares; 2025Q2: 84,514 shares; 2025Q3: 86,191 shares; 2025Q4: 83,235 shares; 2026Q1: 87,309 shares; 2026Q2: 87,822 shares 87,822 $8.84M 0.08% +513 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: 41,092 shares; 2024Q4: 40,332 shares; 2025Q1: 39,822 shares; 2025Q2: 40,342 shares; 2025Q3: 39,504 shares; 2025Q4: 40,418 shares; 2026Q1: 38,251 shares; 2026Q2: 39,318 shares 39,318 $8.81M 0.08% +1,067 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: 32,561 shares; 2024Q4: 33,367 shares; 2025Q1: 33,692 shares; 2025Q2: 37,070 shares; 2025Q3: 39,695 shares; 2025Q4: 41,356 shares; 2026Q1: 36,410 shares; 2026Q2: 40,871 shares 40,871 $8.54M 0.08% +4,461 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: 142,355 shares; 2024Q4: 250,306 shares; 2025Q1: 244,004 shares; 2025Q2: 240,291 shares; 2025Q3: 264,971 shares; 2025Q4: 260,661 shares; 2026Q1: 313,195 shares; 2026Q2: 307,493 shares 307,493 $8.52M 0.08% -5,702 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: 47,918 shares; 2024Q4: 41,052 shares; 2025Q1: 42,271 shares; 2025Q2: 44,953 shares; 2025Q3: 47,180 shares; 2025Q4: 48,973 shares; 2026Q1: 51,893 shares; 2026Q2: 45,451 shares 45,451 $8.4M 0.08% -6,442 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: 86,136 shares; 2024Q4: 85,638 shares; 2025Q1: 86,914 shares; 2025Q2: 88,689 shares; 2025Q3: 88,836 shares; 2025Q4: 88,686 shares; 2026Q1: 101,256 shares; 2026Q2: 89,546 shares 89,546 $8.39M 0.08% -11,710 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: 31,093 shares; 2024Q4: 30,059 shares; 2025Q1: 30,487 shares; 2025Q2: 30,067 shares; 2025Q3: 32,761 shares; 2025Q4: 34,693 shares; 2026Q1: 34,304 shares; 2026Q2: 109,777 shares 109,777 $8.29M 0.08% +75,473 Timeline SJNK 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: 402,301 shares; 2024Q4: 258,311 shares; 2025Q1: 265,977 shares; 2025Q2: 443,064 shares; 2025Q3: 439,771 shares; 2025Q4: 445,473 shares; 2026Q1: 350 shares; 2026Q2: 329,510 shares 329,510 $8.25M 0.08% +329,160 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,505 shares; 2024Q4: 432,309 shares; 2025Q1: 669,077 shares; 2025Q2: 504,659 shares; 2025Q3: 521,530 shares; 2025Q4: 623,251 shares; 2026Q1: 636,837 shares; 2026Q2: 162,708 shares 162,708 $8.22M 0.08% -474,129 Timeline SPGM 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: 43,439 shares; 2024Q4: 43,430 shares; 2025Q1: 45,069 shares; 2025Q2: 25,498 shares; 2025Q3: 31,099 shares; 2025Q4: 39,138 shares; 2026Q1: 69,105 shares; 2026Q2: 95,544 shares 95,544 $8.19M 0.08% +26,439 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: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 1,137 shares; 2025Q3: 1,641 shares; 2025Q4: 1,641 shares; 2026Q1: 47,507 shares; 2026Q2: 23,734 shares 23,734 $8.16M 0.08% -23,773 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 5,316 shares; 2025Q2: 12,404 shares; 2025Q3: 17,301 shares; 2025Q4: 24,180 shares; 2026Q1: 37,870 shares; 2026Q2: 80,436 shares 80,436 $8.15M 0.08% +42,566 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: 38,110 shares; 2024Q4: 36,527 shares; 2025Q1: 37,497 shares; 2025Q2: 38,393 shares; 2025Q3: 37,733 shares; 2025Q4: 37,577 shares; 2026Q1: 51,283 shares; 2026Q2: 43,913 shares 43,913 $7.94M 0.08% -7,370 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 96,151 shares; 2025Q1: 219,450 shares; 2025Q2: 235,013 shares; 2025Q3: 242,856 shares; 2025Q4: 253,225 shares; 2026Q1: 268,170 shares; 2026Q2: 294,792 shares 294,792 $7.82M 0.07% +26,622 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: 5,219 shares; 2024Q4: 5,155 shares; 2025Q1: 6,942 shares; 2025Q2: 7,752 shares; 2025Q3: 6,413 shares; 2025Q4: 76,430 shares; 2026Q1: 177,181 shares; 2026Q2: 109,172 shares 109,172 $7.79M 0.07% -68,009 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: 13,963 shares; 2024Q4: 13,780 shares; 2025Q1: 13,671 shares; 2025Q2: 11,432 shares; 2025Q3: 8,519 shares; 2025Q4: 8,950 shares; 2026Q1: 22,217 shares; 2026Q2: 16,248 shares 16,248 $7.76M 0.07% -5,969 Timeline OMFL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251,553 shares; 2026Q2: 112,716 shares 112,716 $7.73M 0.07% -138,837 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 881,609 shares; 2026Q2: 151,286 shares 151,286 $7.53M 0.07% -730,323 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530,828 shares; 2024Q4: 583,638 shares; 2025Q1: 553,026 shares; 2025Q2: 384,202 shares; 2025Q3: 421,884 shares; 2025Q4: 345,987 shares; 2026Q1: 350,765 shares; 2026Q2: 402,294 shares 402,294 $7.45M 0.07% +51,529 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 949 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200,000 shares; 2026Q2: 200,000 shares 200,000 $7.45M 0.07% 0 Timeline BBIN 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: not reported; 2026Q1: 186,366 shares; 2026Q2: 95,010 shares 95,010 $7.42M 0.07% -91,356 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: 129,772 shares; 2024Q4: 118,887 shares; 2025Q1: 116,890 shares; 2025Q2: 112,432 shares; 2025Q3: 101,314 shares; 2025Q4: 83,719 shares; 2026Q1: 80,348 shares; 2026Q2: 76,855 shares 76,855 $7.41M 0.07% -3,493 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,641 shares; 2024Q4: 90,899 shares; 2025Q1: 90,091 shares; 2025Q2: 96,069 shares; 2025Q3: 98,346 shares; 2025Q4: 129,897 shares; 2026Q1: 137,104 shares; 2026Q2: 148,625 shares 148,625 $7.4M 0.07% +11,521 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: 120,732 shares; 2024Q4: 111,697 shares; 2025Q1: 110,625 shares; 2025Q2: 118,955 shares; 2025Q3: 117,220 shares; 2025Q4: 125,893 shares; 2026Q1: 151,329 shares; 2026Q2: 128,389 shares 128,389 $7.4M 0.07% -22,940 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,528 shares; 2024Q4: 51,072 shares; 2025Q1: 108,069 shares; 2025Q2: 118,948 shares; 2025Q3: 178,839 shares; 2025Q4: 202,195 shares; 2026Q1: 221,294 shares; 2026Q2: 229,801 shares 229,801 $7.39M 0.07% +8,507 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: 54,470 shares; 2024Q4: 54,318 shares; 2025Q1: 54,087 shares; 2025Q2: 53,256 shares; 2025Q3: 50,833 shares; 2025Q4: 50,848 shares; 2026Q1: 49,344 shares; 2026Q2: 50,405 shares 50,405 $7.38M 0.07% +1,061 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: 2,537,475 shares; 2024Q4: 2,646,447 shares; 2025Q1: 2,697,302 shares; 2025Q2: 2,777,610 shares; 2025Q3: 1,975,280 shares; 2025Q4: 466,385 shares; 2026Q1: 457,033 shares; 2026Q2: 374,352 shares 374,352 $7.34M 0.07% -82,681 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: 45,694 shares; 2024Q4: 43,015 shares; 2025Q1: 42,374 shares; 2025Q2: 42,993 shares; 2025Q3: 41,128 shares; 2025Q4: 40,630 shares; 2026Q1: 60,730 shares; 2026Q2: 50,833 shares 50,833 $7.28M 0.07% -9,897 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 356,344 shares; 2026Q2: 178,203 shares 178,203 $7.2M 0.07% -178,141 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: 552,918 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,492 shares; 2025Q3: not reported; 2025Q4: 57,122 shares; 2026Q1: 64,309 shares; 2026Q2: 61,027 shares 61,027 $7.12M 0.07% -3,282 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,756 shares; 2024Q4: 9,405 shares; 2025Q1: 9,496 shares; 2025Q2: 19,707 shares; 2025Q3: 18,999 shares; 2025Q4: 21,397 shares; 2026Q1: 22,290 shares; 2026Q2: 32,668 shares 32,668 $7.07M 0.07% +10,378 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: 60,622 shares; 2024Q4: 60,541 shares; 2025Q1: 62,417 shares; 2025Q2: 58,903 shares; 2025Q3: 58,620 shares; 2025Q4: 60,955 shares; 2026Q1: 70,237 shares; 2026Q2: 72,915 shares 72,915 $7.03M 0.07% +2,678 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: 13,140 shares; 2024Q4: 12,962 shares; 2025Q1: 13,416 shares; 2025Q2: 13,352 shares; 2025Q3: 12,694 shares; 2025Q4: 13,477 shares; 2026Q1: 13,547 shares; 2026Q2: 13,629 shares 13,629 $6.94M 0.07% +82 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: 27,904 shares; 2025Q1: 32,265 shares; 2025Q2: 42,680 shares; 2025Q3: 43,332 shares; 2025Q4: 45,984 shares; 2026Q1: 41,581 shares; 2026Q2: 40,576 shares 40,576 $6.89M 0.07% -1,005 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: 23,796 shares; 2024Q4: 23,378 shares; 2025Q1: 25,092 shares; 2025Q2: 26,771 shares; 2025Q3: 27,944 shares; 2025Q4: 27,604 shares; 2026Q1: 26,281 shares; 2026Q2: 27,966 shares 27,966 $6.89M 0.07% +1,685 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: 65,275 shares; 2024Q4: 225,323 shares; 2025Q1: 221,756 shares; 2025Q2: 217,542 shares; 2025Q3: 212,239 shares; 2025Q4: 208,433 shares; 2026Q1: 195,463 shares; 2026Q2: 199,782 shares 199,782 $6.76M 0.06% +4,319 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: 32,830 shares; 2024Q4: 30,992 shares; 2025Q1: 24,821 shares; 2025Q2: 24,048 shares; 2025Q3: 26,584 shares; 2025Q4: 27,718 shares; 2026Q1: 798,248 shares; 2026Q2: 65,393 shares 65,393 $6.68M 0.06% -732,855 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,367 shares; 2024Q4: 157,422 shares; 2025Q1: 157,240 shares; 2025Q2: 157,293 shares; 2025Q3: 157,293 shares; 2025Q4: 157,360 shares; 2026Q1: 160,081 shares; 2026Q2: 160,157 shares 160,157 $6.51M 0.06% +76 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,767 shares; 2024Q4: 151,809 shares; 2025Q1: 146,279 shares; 2025Q2: 146,816 shares; 2025Q3: 129,511 shares; 2025Q4: 120,214 shares; 2026Q1: 139,310 shares; 2026Q2: 114,584 shares 114,584 $6.46M 0.06% -24,726 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: 60,836 shares; 2024Q4: 47,991 shares; 2025Q1: 47,584 shares; 2025Q2: 58,632 shares; 2025Q3: 58,895 shares; 2025Q4: 60,161 shares; 2026Q1: 77,142 shares; 2026Q2: 66,564 shares 66,564 $6.41M 0.06% -10,578 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: 11,672 shares; 2024Q4: 11,864 shares; 2025Q1: 12,316 shares; 2025Q2: 87,891 shares; 2025Q3: 54,909 shares; 2025Q4: 45,144 shares; 2026Q1: 7,170 shares; 2026Q2: 6,627 shares 6,627 $6.4M 0.06% -543 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: 20,158 shares; 2024Q4: 22,369 shares; 2025Q1: 19,964 shares; 2025Q2: 20,170 shares; 2025Q3: 16,959 shares; 2025Q4: 18,335 shares; 2026Q1: 29,979 shares; 2026Q2: 23,107 shares 23,107 $6.29M 0.06% -6,872 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: 1,253 shares; 2024Q4: 1,297 shares; 2025Q1: 1,286 shares; 2025Q2: 1,551 shares; 2025Q3: 1,892 shares; 2025Q4: 1,997 shares; 2026Q1: 1,469 shares; 2026Q2: 20,830 shares 20,830 $6.28M 0.06% +19,361 Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 373 shares; 2025Q4: not reported; 2026Q1: 1,216,400 shares; 2026Q2: 608,234 shares 608,234 $6.2M 0.06% -608,166 Timeline BSCW 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: 263,323 shares; 2025Q2: 277,010 shares; 2025Q3: 278,327 shares; 2025Q4: 290,041 shares; 2026Q1: 292,485 shares; 2026Q2: 301,004 shares 301,004 $6.17M 0.06% +8,519 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: 12,922 shares; 2024Q4: 12,789 shares; 2025Q1: 12,636 shares; 2025Q2: 15,276 shares; 2025Q3: 17,164 shares; 2025Q4: 15,930 shares; 2026Q1: 14,210 shares; 2026Q2: 15,509 shares 15,509 $6.16M 0.06% +1,299 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,704 shares; 2024Q4: 90,973 shares; 2025Q1: 86,969 shares; 2025Q2: 82,445 shares; 2025Q3: 80,465 shares; 2025Q4: 78,889 shares; 2026Q1: 78,463 shares; 2026Q2: 74,634 shares 74,634 $6.12M 0.06% -3,829 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: 42,485 shares; 2024Q4: 42,582 shares; 2025Q1: 50,865 shares; 2025Q2: 51,711 shares; 2025Q3: 52,137 shares; 2025Q4: 45,409 shares; 2026Q1: 46,616 shares; 2026Q2: 48,296 shares 48,296 $6.11M 0.06% +1,680 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,672 shares; 2024Q4: 19,937 shares; 2025Q1: 19,940 shares; 2025Q2: 19,488 shares; 2025Q3: 19,468 shares; 2025Q4: 19,462 shares; 2026Q1: 20,121 shares; 2026Q2: 20,209 shares 20,209 $6.04M 0.06% +88 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,669 shares; 2024Q4: 62,635 shares; 2025Q1: 63,137 shares; 2025Q2: 62,519 shares; 2025Q3: 62,002 shares; 2025Q4: 61,968 shares; 2026Q1: 61,562 shares; 2026Q2: 61,477 shares 61,477 $6M 0.06% -85 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,069 shares; 2024Q4: 27,005 shares; 2025Q1: 32,225 shares; 2025Q2: 31,122 shares; 2025Q3: 24,003 shares; 2025Q4: 24,210 shares; 2026Q1: 22,760 shares; 2026Q2: 17,109 shares 17,109 $5.89M 0.06% -5,651 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: 15,793 shares; 2024Q4: 15,763 shares; 2025Q1: 15,414 shares; 2025Q2: 17,602 shares; 2025Q3: 16,388 shares; 2025Q4: 19,921 shares; 2026Q1: 16,543 shares; 2026Q2: 18,390 shares 18,390 $5.79M 0.05% +1,847 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: 45,932 shares; 2024Q4: 45,326 shares; 2025Q1: 21,663 shares; 2025Q2: 18,428 shares; 2025Q3: 17,476 shares; 2025Q4: 17,342 shares; 2026Q1: 14,092 shares; 2026Q2: 13,787 shares 13,787 $5.73M 0.05% -305 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,322 shares; 2024Q4: 134,261 shares; 2025Q1: 118,363 shares; 2025Q2: 118,998 shares; 2025Q3: 119,231 shares; 2025Q4: 105,539 shares; 2026Q1: 105,534 shares; 2026Q2: 93,354 shares 93,354 $5.68M 0.05% -12,180 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: 90,855 shares; 2024Q4: 90,526 shares; 2025Q1: 89,579 shares; 2025Q2: 88,841 shares; 2025Q3: 89,630 shares; 2025Q4: 83,713 shares; 2026Q1: 96,971 shares; 2026Q2: 105,290 shares 105,290 $5.64M 0.05% +8,319 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: 22,634 shares; 2024Q4: 22,350 shares; 2025Q1: 26,196 shares; 2025Q2: 23,919 shares; 2025Q3: 24,809 shares; 2025Q4: 26,157 shares; 2026Q1: 37,145 shares; 2026Q2: 45,340 shares 45,340 $5.64M 0.05% +8,195 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,030 shares; 2024Q4: 159,818 shares; 2025Q1: 161,099 shares; 2025Q2: 161,250 shares; 2025Q3: 157,387 shares; 2025Q4: 156,468 shares; 2026Q1: 156,809 shares; 2026Q2: 152,743 shares 152,743 $5.54M 0.05% -4,066 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,351 shares; 2024Q4: 33,354 shares; 2025Q1: 35,248 shares; 2025Q2: 36,653 shares; 2025Q3: 34,509 shares; 2025Q4: 34,562 shares; 2026Q1: 44,001 shares; 2026Q2: 35,053 shares 35,053 $5.48M 0.05% -8,948 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: 8,880 shares; 2024Q4: 8,204 shares; 2025Q1: 12,805 shares; 2025Q2: 33,598 shares; 2025Q3: 33,492 shares; 2025Q4: 35,310 shares; 2026Q1: 37,230 shares; 2026Q2: 88,119 shares 88,119 $5.42M 0.05% +50,889 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,023 shares; 2024Q4: 19,259 shares; 2025Q1: 19,088 shares; 2025Q2: 19,948 shares; 2025Q3: 20,361 shares; 2025Q4: 19,887 shares; 2026Q1: 18,179 shares; 2026Q2: 22,191 shares 22,191 $5.39M 0.05% +4,012 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,745 shares; 2025Q1: 3,480 shares; 2025Q2: 3,946 shares; 2025Q3: 4,260 shares; 2025Q4: 4,502 shares; 2026Q1: 4,435 shares; 2026Q2: 5,461 shares 5,461 $5.25M 0.05% +1,026 Timeline CFO 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: 46,443 shares; 2024Q4: 55,893 shares; 2025Q1: 54,645 shares; 2025Q2: 55,333 shares; 2025Q3: 56,650 shares; 2025Q4: 61,614 shares; 2026Q1: 61,123 shares; 2026Q2: 63,476 shares 63,476 $5.08M 0.05% +2,353 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: 43,405 shares; 2024Q4: 44,469 shares; 2025Q1: 46,795 shares; 2025Q2: 47,285 shares; 2025Q3: 28,213 shares; 2025Q4: 30,944 shares; 2026Q1: 56,364 shares; 2026Q2: 35,956 shares 35,956 $5.03M 0.05% -20,408 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,960 shares 97,960 $5M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 111,956 shares; 2025Q2: 115,133 shares; 2025Q3: 115,133 shares; 2025Q4: 131,118 shares; 2026Q1: 135,370 shares; 2026Q2: 135,888 shares 135,888 $4.96M 0.05% +518 Timeline PTRB PGIM ETF TR More: the full row for PGIM 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: 52,305 shares; 2026Q2: 119,233 shares 119,233 $4.94M 0.05% +66,928 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: 56,228 shares; 2024Q4: 55,431 shares; 2025Q1: 55,425 shares; 2025Q2: 55,947 shares; 2025Q3: 55,807 shares; 2025Q4: 57,280 shares; 2026Q1: 46,540 shares; 2026Q2: 51,598 shares 51,598 $4.94M 0.05% +5,058 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,081 shares; 2024Q4: 5,988 shares; 2025Q1: 6,332 shares; 2025Q2: 6,623 shares; 2025Q3: 6,989 shares; 2025Q4: 6,510 shares; 2026Q1: 6,272 shares; 2026Q2: 6,918 shares 6,918 $4.93M 0.05% +646 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,641 shares; 2024Q4: 99,507 shares; 2025Q1: 99,392 shares; 2025Q2: 103,580 shares; 2025Q3: 101,157 shares; 2025Q4: 101,281 shares; 2026Q1: 114,717 shares; 2026Q2: 103,184 shares 103,184 $4.9M 0.05% -11,533 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,706 shares; 2024Q4: 42,706 shares; 2025Q1: 42,606 shares; 2025Q2: 42,506 shares; 2025Q3: 42,504 shares; 2025Q4: 42,716 shares; 2026Q1: 43,420 shares; 2026Q2: 85,973 shares 85,973 $4.83M 0.05% +42,553 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: 10,925 shares; 2024Q4: 10,932 shares; 2025Q1: 11,128 shares; 2025Q2: 10,349 shares; 2025Q3: 10,278 shares; 2025Q4: 10,215 shares; 2026Q1: 10,409 shares; 2026Q2: 9,373 shares 9,373 $4.77M 0.05% -1,036 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: 222,909 shares; 2024Q4: 199,904 shares; 2025Q1: 193,050 shares; 2025Q2: 204,052 shares; 2025Q3: 186,251 shares; 2025Q4: 185,036 shares; 2026Q1: 238,278 shares; 2026Q2: 197,145 shares 197,145 $4.75M 0.04% -41,133 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 58 shares; 2025Q1: 279 shares; 2025Q2: 871 shares; 2025Q3: 4,233 shares; 2025Q4: 3,959 shares; 2026Q1: 74,828 shares; 2026Q2: 33,874 shares 33,874 $4.62M 0.04% -40,954 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: 12,209 shares; 2024Q4: 12,174 shares; 2025Q1: 12,174 shares; 2025Q2: 12,174 shares; 2025Q3: 12,174 shares; 2025Q4: 12,174 shares; 2026Q1: 36,774 shares; 2026Q2: 24,474 shares 24,474 $4.6M 0.04% -12,300 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: 12,945 shares; 2024Q4: 12,823 shares; 2025Q1: 12,198 shares; 2025Q2: 13,112 shares; 2025Q3: 12,595 shares; 2025Q4: 15,688 shares; 2026Q1: 15,188 shares; 2026Q2: 13,387 shares 13,387 $4.56M 0.04% -1,801 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: 53,526 shares; 2024Q4: 54,505 shares; 2025Q1: 231,983 shares; 2025Q2: 51,280 shares; 2025Q3: 49,015 shares; 2025Q4: 44,287 shares; 2026Q1: 41,240 shares; 2026Q2: 38,602 shares 38,602 $4.53M 0.04% -2,638 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: 31,395 shares; 2024Q4: 26,746 shares; 2025Q1: 28,566 shares; 2025Q2: 30,684 shares; 2025Q3: 28,376 shares; 2025Q4: 29,683 shares; 2026Q1: 27,664 shares; 2026Q2: 27,949 shares 27,949 $4.53M 0.04% +285 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,315 shares; 2024Q4: 130,315 shares; 2025Q1: 130,315 shares; 2025Q2: 129,503 shares; 2025Q3: 129,503 shares; 2025Q4: 149,897 shares; 2026Q1: 150,028 shares; 2026Q2: 147,094 shares 147,094 $4.44M 0.04% -2,934 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,779 shares; 2024Q4: 40,638 shares; 2025Q1: 49,347 shares; 2025Q2: 50,856 shares; 2025Q3: 50,070 shares; 2025Q4: 66,867 shares; 2026Q1: 60,560 shares; 2026Q2: 66,382 shares 66,382 $4.42M 0.04% +5,822 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: 87,963 shares; 2024Q4: 82,204 shares; 2025Q1: 81,076 shares; 2025Q2: 88,063 shares; 2025Q3: 88,647 shares; 2025Q4: 90,435 shares; 2026Q1: 99,557 shares; 2026Q2: 104,250 shares 104,250 $4.41M 0.04% +4,693 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: 43,434 shares; 2024Q4: 43,757 shares; 2025Q1: 42,179 shares; 2025Q2: 42,795 shares; 2025Q3: 42,811 shares; 2025Q4: 44,091 shares; 2026Q1: 55,536 shares; 2026Q2: 47,695 shares 47,695 $4.37M 0.04% -7,841 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: 20,743 shares; 2024Q4: 21,278 shares; 2025Q1: 21,156 shares; 2025Q2: 3,759 shares; 2025Q3: 3,724 shares; 2025Q4: 9,616 shares; 2026Q1: 11,989 shares; 2026Q2: 81,720 shares 81,720 $4.37M 0.04% +69,731 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,109 shares; 2024Q4: 3,754 shares; 2025Q1: 3,573 shares; 2025Q2: 3,899 shares; 2025Q3: 3,814 shares; 2025Q4: 3,621 shares; 2026Q1: 4,202 shares; 2026Q2: 36,095 shares 36,095 $4.31M 0.04% +31,893 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: 99,058 shares; 2024Q4: 83,853 shares; 2025Q1: 87,952 shares; 2025Q2: 79,534 shares; 2025Q3: 89,915 shares; 2025Q4: 90,964 shares; 2026Q1: 91,208 shares; 2026Q2: 91,330 shares 91,330 $4.29M 0.04% +122 Timeline VONE 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: 18,980 shares; 2024Q4: 19,005 shares; 2025Q1: 11,585 shares; 2025Q2: 10,831 shares; 2025Q3: 44,892 shares; 2025Q4: 44,750 shares; 2026Q1: 8,234 shares; 2026Q2: 12,654 shares 12,654 $4.29M 0.04% +4,420 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,034 shares; 2025Q1: 14,771 shares; 2025Q2: 14,849 shares; 2025Q3: 13,440 shares; 2025Q4: 13,336 shares; 2026Q1: 13,913 shares; 2026Q2: 12,908 shares 12,908 $4.28M 0.04% -1,005 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: 7,330 shares; 2024Q4: 7,235 shares; 2025Q1: 6,951 shares; 2025Q2: 7,236 shares; 2025Q3: 7,139 shares; 2025Q4: 8,004 shares; 2026Q1: 7,002 shares; 2026Q2: 8,198 shares 8,198 $4.25M 0.04% +1,196 Timeline RWR 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: 45,409 shares; 2024Q4: 45,032 shares; 2025Q1: 45,955 shares; 2025Q2: 83,619 shares; 2025Q3: 78,332 shares; 2025Q4: 37,616 shares; 2026Q1: 37,616 shares; 2026Q2: 37,616 shares 37,616 $4.25M 0.04% 0 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,546 shares; 2024Q4: 243,591 shares; 2025Q1: 237,963 shares; 2025Q2: 219,212 shares; 2025Q3: 219,596 shares; 2025Q4: 247,221 shares; 2026Q1: 242,040 shares; 2026Q2: 238,605 shares 238,605 $4.23M 0.04% -3,435 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 533,990 shares; 2024Q4: 629,228 shares; 2025Q1: 710,404 shares; 2025Q2: 723,674 shares; 2025Q3: 665,591 shares; 2025Q4: 647,745 shares; 2026Q1: 594,021 shares; 2026Q2: 594,326 shares 594,326 $4.21M 0.04% +305 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: 35,596 shares; 2024Q4: 107,629 shares; 2025Q1: 109,882 shares; 2025Q2: 111,619 shares; 2025Q3: 108,999 shares; 2025Q4: 107,705 shares; 2026Q1: 166,019 shares; 2026Q2: 142,897 shares 142,897 $4.21M 0.04% -23,122 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,701 shares; 2024Q4: 12,613 shares; 2025Q1: 15,806 shares; 2025Q2: 16,645 shares; 2025Q3: 12,906 shares; 2025Q4: 13,072 shares; 2026Q1: 12,436 shares; 2026Q2: 9,992 shares 9,992 $4.07M 0.04% -2,444 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,775 shares; 2024Q4: 12,400 shares; 2025Q1: 6,270 shares; 2025Q2: 12,610 shares; 2025Q3: 19,328 shares; 2025Q4: 24,273 shares; 2026Q1: 58,059 shares; 2026Q2: 44,306 shares 44,306 $4.01M 0.04% -13,753 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,187 shares; 2024Q4: 12,555 shares; 2025Q1: 16,505 shares; 2025Q2: 17,942 shares; 2025Q3: 36,480 shares; 2025Q4: 35,606 shares; 2026Q1: 37,925 shares; 2026Q2: 38,758 shares 38,758 $4.01M 0.04% +833 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: 117,717 shares; 2024Q4: 118,274 shares; 2025Q1: 117,877 shares; 2025Q2: 121,693 shares; 2025Q3: 123,228 shares; 2025Q4: 127,303 shares; 2026Q1: 125,183 shares; 2026Q2: 32,388 shares 32,388 $3.99M 0.04% -92,795 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,172 shares; 2025Q3: 1,341 shares; 2025Q4: 2,128 shares; 2026Q1: 207,974 shares; 2026Q2: 105,289 shares 105,289 $3.96M 0.04% -102,685 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: 19,651 shares; 2024Q4: 19,023 shares; 2025Q1: 18,916 shares; 2025Q2: 19,044 shares; 2025Q3: 19,018 shares; 2025Q4: 19,130 shares; 2026Q1: 34,728 shares; 2026Q2: 25,239 shares 25,239 $3.96M 0.04% -9,489 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,659 shares; 2024Q4: 36,691 shares; 2025Q1: 39,008 shares; 2025Q2: 36,828 shares; 2025Q3: 35,881 shares; 2025Q4: 36,393 shares; 2026Q1: 36,106 shares; 2026Q2: 33,388 shares 33,388 $3.92M 0.04% -2,718 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: 17,616 shares; 2024Q4: 16,955 shares; 2025Q1: 19,539 shares; 2025Q2: 21,472 shares; 2025Q3: 19,068 shares; 2025Q4: 18,852 shares; 2026Q1: 17,698 shares; 2026Q2: 22,072 shares 22,072 $3.89M 0.04% +4,374 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 119,393 shares; 2025Q1: 132,500 shares; 2025Q2: 141,166 shares; 2025Q3: 163,977 shares; 2025Q4: 186,202 shares; 2026Q1: 186,315 shares; 2026Q2: 185,948 shares 185,948 $3.88M 0.04% -367 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 8,013 shares; 2026Q1: 107,303 shares; 2026Q2: 37,624 shares 37,624 $3.87M 0.04% -69,679 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,089 shares; 2024Q4: 209,255 shares; 2025Q1: 193,635 shares; 2025Q2: 204,402 shares; 2025Q3: 210,700 shares; 2025Q4: 208,814 shares; 2026Q1: 216,491 shares; 2026Q2: 213,052 shares 213,052 $3.78M 0.04% -3,439 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,638 shares; 2024Q4: 8,136 shares; 2025Q1: 7,875 shares; 2025Q2: 8,176 shares; 2025Q3: 8,070 shares; 2025Q4: 8,351 shares; 2026Q1: 8,405 shares; 2026Q2: 8,978 shares 8,978 $3.73M 0.04% +573 Timeline QQQH 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: 46,594 shares; 2025Q2: 47,994 shares; 2025Q3: 60,847 shares; 2025Q4: 65,828 shares; 2026Q1: 66,742 shares; 2026Q2: 66,742 shares 66,742 $3.73M 0.04% 0 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,776 shares; 2024Q4: 181,314 shares; 2025Q1: 156,314 shares; 2025Q2: 163,567 shares; 2025Q3: 162,767 shares; 2025Q4: 163,767 shares; 2026Q1: 163,989 shares; 2026Q2: 143,203 shares 143,203 $3.66M 0.03% -20,786 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603 shares; 2024Q4: 538 shares; 2025Q1: 435 shares; 2025Q2: 927 shares; 2025Q3: 1,255 shares; 2025Q4: 1,377 shares; 2026Q1: 881 shares; 2026Q2: 1,835 shares 1,835 $3.65M 0.03% +954 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,620 shares; 2024Q4: 84,595 shares; 2025Q1: 81,619 shares; 2025Q2: 74,353 shares; 2025Q3: 74,430 shares; 2025Q4: 74,548 shares; 2026Q1: 66,219 shares; 2026Q2: 66,305 shares 66,305 $3.65M 0.03% +86 Timeline UJAN 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: 80,287 shares; 2025Q2: 119,197 shares; 2025Q3: 83,781 shares; 2025Q4: 83,781 shares; 2026Q1: 79,801 shares; 2026Q2: 79,931 shares 79,931 $3.62M 0.03% +130 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,389 shares; 2024Q4: 16,151 shares; 2025Q1: 18,866 shares; 2025Q2: 18,751 shares; 2025Q3: 13,209 shares; 2025Q4: 13,324 shares; 2026Q1: 12,017 shares; 2026Q2: 11,964 shares 11,964 $3.62M 0.03% -53 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,993 shares; 2024Q4: 13,806 shares; 2025Q1: 13,416 shares; 2025Q2: 13,229 shares; 2025Q3: 11,808 shares; 2025Q4: 11,678 shares; 2026Q1: 12,232 shares; 2026Q2: 11,743 shares 11,743 $3.6M 0.03% -489 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: 7,971 shares; 2024Q4: 7,915 shares; 2025Q1: 7,895 shares; 2025Q2: 7,257 shares; 2025Q3: 7,345 shares; 2025Q4: 7,138 shares; 2026Q1: 6,212 shares; 2026Q2: 7,167 shares 7,167 $3.59M 0.03% +955 Timeline SCHH 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: 12,290 shares; 2024Q4: 13,039 shares; 2025Q1: 13,061 shares; 2025Q2: 9,649 shares; 2025Q3: 150,212 shares; 2025Q4: 150,251 shares; 2026Q1: 150,274 shares; 2026Q2: 150,303 shares 150,303 $3.56M 0.03% +29 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: 16,083 shares 16,083 $3.56M 0.03% new 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: 54,147 shares; 2024Q4: 53,096 shares; 2025Q1: 50,873 shares; 2025Q2: 72,667 shares; 2025Q3: 54,493 shares; 2025Q4: 56,948 shares; 2026Q1: 69,420 shares; 2026Q2: 86,458 shares 86,458 $3.55M 0.03% +17,038 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: 38,718 shares; 2024Q4: 20,357 shares; 2025Q1: 19,954 shares; 2025Q2: 38,659 shares; 2025Q3: 44,117 shares; 2025Q4: 52,001 shares; 2026Q1: 31,268 shares; 2026Q2: 45,296 shares 45,296 $3.54M 0.03% +14,028 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: 13,689 shares; 2024Q4: 13,397 shares; 2025Q1: 13,692 shares; 2025Q2: 14,671 shares; 2025Q3: 14,550 shares; 2025Q4: 15,131 shares; 2026Q1: 14,918 shares; 2026Q2: 16,037 shares 16,037 $3.54M 0.03% +1,119 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: 15,343 shares; 2024Q4: 15,577 shares; 2025Q1: 15,118 shares; 2025Q2: 15,631 shares; 2025Q3: 14,956 shares; 2025Q4: 15,266 shares; 2026Q1: 14,255 shares; 2026Q2: 14,863 shares 14,863 $3.54M 0.03% +608 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: 7,330 shares; 2024Q4: 20,583 shares; 2025Q1: 29,595 shares; 2025Q2: 34,914 shares; 2025Q3: 43,611 shares; 2025Q4: 65,417 shares; 2026Q1: 118,593 shares; 2026Q2: 106,173 shares 106,173 $3.53M 0.03% -12,420 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,895 shares; 2024Q4: 8,127 shares; 2025Q1: 9,036 shares; 2025Q2: 9,823 shares; 2025Q3: 9,949 shares; 2025Q4: 9,999 shares; 2026Q1: 9,599 shares; 2026Q2: 8,954 shares 8,954 $3.53M 0.03% -645 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,679 shares; 2024Q4: 12,230 shares; 2025Q1: 11,288 shares; 2025Q2: 11,395 shares; 2025Q3: 11,610 shares; 2025Q4: 16,613 shares; 2026Q1: 15,506 shares; 2026Q2: 15,319 shares 15,319 $3.52M 0.03% -187 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,580 shares; 2024Q4: 14,760 shares; 2025Q1: 15,798 shares; 2025Q2: 15,768 shares; 2025Q3: 16,135 shares; 2025Q4: 14,863 shares; 2026Q1: 14,474 shares; 2026Q2: 16,986 shares 16,986 $3.52M 0.03% +2,512 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,941 shares; 2024Q4: 1,978 shares; 2025Q1: 4,400 shares; 2025Q2: 10,360 shares; 2025Q3: 13,347 shares; 2025Q4: 14,906 shares; 2026Q1: 18,275 shares; 2026Q2: 25,493 shares 25,493 $3.51M 0.03% +7,218 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,801 shares; 2024Q4: 14,859 shares; 2025Q1: 15,077 shares; 2025Q2: 16,790 shares; 2025Q3: 16,778 shares; 2025Q4: 16,793 shares; 2026Q1: 14,849 shares; 2026Q2: 15,811 shares 15,811 $3.5M 0.03% +962 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 110 shares; 2025Q3: 538 shares; 2025Q4: 6,440 shares; 2026Q1: 25,387 shares; 2026Q2: 26,584 shares 26,584 $3.47M 0.03% +1,197 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: 4,768 shares; 2024Q4: 24,969 shares; 2025Q1: 29,452 shares; 2025Q2: 31,774 shares; 2025Q3: 32,347 shares; 2025Q4: 32,919 shares; 2026Q1: 35,821 shares; 2026Q2: 32,505 shares 32,505 $3.46M 0.03% -3,316 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: 51,032 shares; 2024Q4: 56,970 shares; 2025Q1: 59,804 shares; 2025Q2: 72,372 shares; 2025Q3: 92,335 shares; 2025Q4: 93,225 shares; 2026Q1: 92,251 shares; 2026Q2: 93,924 shares 93,924 $3.45M 0.03% +1,673 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: 44,038 shares; 2024Q4: 41,654 shares; 2025Q1: 41,306 shares; 2025Q2: 37,696 shares; 2025Q3: 33,977 shares; 2025Q4: 29,094 shares; 2026Q1: 25,468 shares; 2026Q2: 26,087 shares 26,087 $3.41M 0.03% +619 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: 3,385 shares; 2024Q4: 3,315 shares; 2025Q1: 3,282 shares; 2025Q2: 5,093 shares; 2025Q3: 5,422 shares; 2025Q4: 8,354 shares; 2026Q1: 4,781 shares; 2026Q2: 8,397 shares 8,397 $3.34M 0.03% +3,616 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,813 shares; 2024Q4: 3,813 shares; 2025Q1: 3,813 shares; 2025Q2: 1,939 shares; 2025Q3: 1,939 shares; 2025Q4: 1,939 shares; 2026Q1: 137,059 shares; 2026Q2: 59,532 shares 59,532 $3.33M 0.03% -77,527 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: 18,482 shares; 2024Q4: 19,866 shares; 2025Q1: 24,298 shares; 2025Q2: 26,636 shares; 2025Q3: 35,746 shares; 2025Q4: 39,141 shares; 2026Q1: 43,557 shares; 2026Q2: 26,684 shares 26,684 $3.33M 0.03% -16,873 Timeline JTEK 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: 57 shares; 2026Q1: 91 shares; 2026Q2: 29,376 shares 29,376 $3.28M 0.03% +29,285 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: 16,436 shares; 2024Q4: 16,055 shares; 2025Q1: 14,473 shares; 2025Q2: 14,976 shares; 2025Q3: 15,224 shares; 2025Q4: 18,429 shares; 2026Q1: 16,936 shares; 2026Q2: 16,176 shares 16,176 $3.25M 0.03% -760 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: 8,301 shares; 2024Q4: 8,710 shares; 2025Q1: 9,719 shares; 2025Q2: 10,726 shares; 2025Q3: 10,641 shares; 2025Q4: 10,184 shares; 2026Q1: 10,084 shares; 2026Q2: 12,438 shares 12,438 $3.24M 0.03% +2,354 Timeline CVGI COMMERCIAL VEH GROUP INC More: the full row for COMMERCIAL VEH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: 500,000 shares; 2025Q2: 700,000 shares; 2025Q3: 700,000 shares; 2025Q4: 700,000 shares; 2026Q1: 700,000 shares; 2026Q2: 700,000 shares 700,000 $3.23M 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,415 shares; 2024Q4: 12,009 shares; 2025Q1: 11,227 shares; 2025Q2: 12,130 shares; 2025Q3: 12,432 shares; 2025Q4: 12,302 shares; 2026Q1: 10,793 shares; 2026Q2: 10,988 shares 10,988 $3.22M 0.03% +195 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: 16,377 shares; 2024Q4: 16,618 shares; 2025Q1: 26,999 shares; 2025Q2: 26,211 shares; 2025Q3: 17,517 shares; 2025Q4: 32,484 shares; 2026Q1: 29,693 shares; 2026Q2: 29,701 shares 29,701 $3.19M 0.03% +8 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,631 shares; 2024Q4: 12,970 shares; 2025Q1: 11,131 shares; 2025Q2: 12,734 shares; 2025Q3: 12,202 shares; 2025Q4: 12,127 shares; 2026Q1: 10,313 shares; 2026Q2: 10,553 shares 10,553 $3.18M 0.03% +240 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: 24,720 shares; 2024Q4: 27,299 shares; 2025Q1: 33,516 shares; 2025Q2: 35,400 shares; 2025Q3: 20,177 shares; 2025Q4: 24,012 shares; 2026Q1: 23,600 shares; 2026Q2: 18,806 shares 18,806 $3.08M 0.03% -4,794 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: 2,024 shares; 2024Q4: 1,207 shares; 2025Q1: 2,104 shares; 2025Q2: 3,041 shares; 2025Q3: 7,757 shares; 2025Q4: 6,715 shares; 2026Q1: 7,011 shares; 2026Q2: 9,167 shares 9,167 $3.07M 0.03% +2,156 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: 6,279 shares; 2024Q4: 6,249 shares; 2025Q1: 6,888 shares; 2025Q2: 7,151 shares; 2025Q3: 6,730 shares; 2025Q4: 7,833 shares; 2026Q1: 7,372 shares; 2026Q2: 9,273 shares 9,273 $3.06M 0.03% +1,901 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: 8,763 shares; 2024Q4: 8,775 shares; 2025Q1: 8,404 shares; 2025Q2: 7,931 shares; 2025Q3: 7,753 shares; 2025Q4: 7,849 shares; 2026Q1: 7,613 shares; 2026Q2: 7,908 shares 7,908 $3.06M 0.03% +295 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,624 shares; 2024Q4: 12,801 shares; 2025Q1: 12,530 shares; 2025Q2: 13,023 shares; 2025Q3: 12,608 shares; 2025Q4: 13,082 shares; 2026Q1: 12,212 shares; 2026Q2: 11,244 shares 11,244 $3.04M 0.03% -968 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: 352,764 shares; 2024Q4: 355,165 shares; 2025Q1: 358,826 shares; 2025Q2: 354,529 shares; 2025Q3: 214,583 shares; 2025Q4: 215,103 shares; 2026Q1: 180,619 shares; 2026Q2: 155,388 shares 155,388 $3.03M 0.03% -25,231 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,000 shares; 2024Q4: 216,200 shares; 2025Q1: 236,200 shares; 2025Q2: 247,495 shares; 2025Q3: 272,996 shares; 2025Q4: 311,700 shares; 2026Q1: 345,700 shares; 2026Q2: 341,711 shares 341,711 $2.99M 0.03% -3,989 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,768 shares; 2024Q4: 3,713 shares; 2025Q1: 5,242 shares; 2025Q2: 5,474 shares; 2025Q3: 5,483 shares; 2025Q4: 5,767 shares; 2026Q1: 4,696 shares; 2026Q2: 6,576 shares 6,576 $2.98M 0.03% +1,880 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: 27,727 shares; 2024Q4: 83,590 shares; 2025Q1: 84,438 shares; 2025Q2: 83,684 shares; 2025Q3: 82,659 shares; 2025Q4: 85,324 shares; 2026Q1: 85,249 shares; 2026Q2: 85,350 shares 85,350 $2.97M 0.03% +101 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,689 shares; 2024Q4: 1,701 shares; 2025Q1: 1,784 shares; 2025Q2: 1,940 shares; 2025Q3: 1,970 shares; 2025Q4: 2,120 shares; 2026Q1: 1,790 shares; 2026Q2: 2,611 shares 2,611 $2.96M 0.03% +821 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: 7,275 shares; 2024Q4: 6,421 shares; 2025Q1: 6,690 shares; 2025Q2: 8,172 shares; 2025Q3: 8,720 shares; 2025Q4: 9,044 shares; 2026Q1: 7,297 shares; 2026Q2: 8,301 shares 8,301 $2.94M 0.03% +1,004 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: 21,012 shares; 2024Q4: 21,948 shares; 2025Q1: 28,765 shares; 2025Q2: 34,144 shares; 2025Q3: 35,943 shares; 2025Q4: 39,624 shares; 2026Q1: 44,549 shares; 2026Q2: 46,515 shares 46,515 $2.93M 0.03% +1,966 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,795 shares; 2024Q4: 254,634 shares; 2025Q1: 253,141 shares; 2025Q2: 223,577 shares; 2025Q3: 214,832 shares; 2025Q4: 208,557 shares; 2026Q1: 203,173 shares; 2026Q2: 195,743 shares 195,743 $2.87M 0.03% -7,430 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: 15,782 shares; 2024Q4: 15,724 shares; 2025Q1: 14,977 shares; 2025Q2: 15,201 shares; 2025Q3: 15,255 shares; 2025Q4: 15,601 shares; 2026Q1: 14,647 shares; 2026Q2: 16,536 shares 16,536 $2.8M 0.03% +1,889 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: 12,442 shares 12,442 $2.79M 0.03% new 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: 34,501 shares; 2024Q4: 75,956 shares; 2025Q1: 78,887 shares; 2025Q2: 77,644 shares; 2025Q3: 75,482 shares; 2025Q4: 75,110 shares; 2026Q1: 77,407 shares; 2026Q2: 77,042 shares 77,042 $2.78M 0.03% -365 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,232 shares; 2024Q4: 4,027 shares; 2025Q1: 4,143 shares; 2025Q2: 4,255 shares; 2025Q3: 4,291 shares; 2025Q4: 4,396 shares; 2026Q1: 550 shares; 2026Q2: 15,548 shares 15,548 $2.77M 0.03% +14,998 Timeline VTWG 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: 9,983 shares; 2024Q4: 9,984 shares; 2025Q1: 9,984 shares; 2025Q2: 9,984 shares; 2025Q3: 9,432 shares; 2025Q4: 9,433 shares; 2026Q1: 9,606 shares; 2026Q2: 9,607 shares 9,607 $2.76M 0.03% +1 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: 1,550 shares; 2024Q4: 1,496 shares; 2025Q1: 4,672 shares; 2025Q2: 7,205 shares; 2025Q3: 6,035 shares; 2025Q4: 5,784 shares; 2026Q1: 4,788 shares; 2026Q2: 6,367 shares 6,367 $2.75M 0.03% +1,579 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,005 shares; 2024Q4: 146,050 shares; 2025Q1: 141,618 shares; 2025Q2: 139,285 shares; 2025Q3: 138,190 shares; 2025Q4: 135,419 shares; 2026Q1: 136,253 shares; 2026Q2: 133,571 shares 133,571 $2.75M 0.03% -2,682 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,483 shares; 2024Q4: 16,417 shares; 2025Q1: 19,416 shares; 2025Q2: 19,874 shares; 2025Q3: 19,740 shares; 2025Q4: 19,548 shares; 2026Q1: 19,030 shares; 2026Q2: 22,615 shares 22,615 $2.74M 0.03% +3,585 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,865 shares; 2024Q4: 4,480 shares; 2025Q1: 7,074 shares; 2025Q2: 9,506 shares; 2025Q3: 5,638 shares; 2025Q4: 10,797 shares; 2026Q1: 22,398 shares; 2026Q2: 17,768 shares 17,768 $2.73M 0.03% -4,630 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,251 shares; 2024Q4: 55,806 shares; 2025Q1: 73,870 shares; 2025Q2: 77,071 shares; 2025Q3: 77,071 shares; 2025Q4: 75,678 shares; 2026Q1: 75,067 shares; 2026Q2: 74,692 shares 74,692 $2.73M 0.03% -375 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,139 shares; 2024Q4: 2,093 shares; 2025Q1: 2,080 shares; 2025Q2: 2,113 shares; 2025Q3: 2,283 shares; 2025Q4: 2,149 shares; 2026Q1: 1,978 shares; 2026Q2: 2,001 shares 2,001 $2.72M 0.03% +23 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,465 shares; 2024Q4: 23,014 shares; 2025Q1: 21,641 shares; 2025Q2: 21,425 shares; 2025Q3: 21,235 shares; 2025Q4: 23,005 shares; 2026Q1: 39,680 shares; 2026Q2: 34,788 shares 34,788 $2.7M 0.03% -4,892 Timeline VGK 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: 3,033 shares; 2024Q4: 2,960 shares; 2025Q1: 4,361 shares; 2025Q2: 25,351 shares; 2025Q3: 25,042 shares; 2025Q4: 29,107 shares; 2026Q1: 29,607 shares; 2026Q2: 30,426 shares 30,426 $2.69M 0.03% +819 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,591 shares; 2024Q4: 3,597 shares; 2025Q1: 3,310 shares; 2025Q2: 3,321 shares; 2025Q3: 3,427 shares; 2025Q4: 3,356 shares; 2026Q1: 3,326 shares; 2026Q2: 3,350 shares 3,350 $2.65M 0.03% +24 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,391 shares; 2024Q4: 58,265 shares; 2025Q1: 10,071 shares; 2025Q2: 9,427 shares; 2025Q3: 9,676 shares; 2025Q4: 9,315 shares; 2026Q1: 9,379 shares; 2026Q2: 9,347 shares 9,347 $2.62M 0.02% -32 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,306 shares; 2024Q4: 87,074 shares; 2025Q1: 87,998 shares; 2025Q2: 90,908 shares; 2025Q3: 91,414 shares; 2025Q4: 95,774 shares; 2026Q1: 102,639 shares; 2026Q2: 97,400 shares 97,400 $2.6M 0.02% -5,239 Timeline VTWV 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: 12,848 shares; 2024Q4: 12,850 shares; 2025Q1: 12,850 shares; 2025Q2: 12,851 shares; 2025Q3: 12,853 shares; 2025Q4: 12,854 shares; 2026Q1: 13,111 shares; 2026Q2: 13,113 shares 13,113 $2.56M 0.02% +2 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: 10,751 shares; 2024Q4: 8,183 shares; 2025Q1: 8,408 shares; 2025Q2: 10,589 shares; 2025Q3: 13,208 shares; 2025Q4: 11,258 shares; 2026Q1: 8,081 shares; 2026Q2: 9,942 shares 9,942 $2.54M 0.02% +1,861 Timeline JPIE 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: not reported; 2026Q1: not reported; 2026Q2: 54,490 shares 54,490 $2.51M 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,833 shares; 2024Q4: 35,236 shares; 2025Q1: 35,958 shares; 2025Q2: 40,650 shares; 2025Q3: 40,658 shares; 2025Q4: 41,280 shares; 2026Q1: 33,261 shares; 2026Q2: 36,707 shares 36,707 $2.51M 0.02% +3,446 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 631 shares; 2026Q2: 41,876 shares 41,876 $2.47M 0.02% +41,245 Timeline FNDB 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: 168,947 shares; 2026Q2: 80,830 shares 80,830 $2.46M 0.02% -88,117 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,466 shares; 2024Q4: 10,663 shares; 2025Q1: 13,466 shares; 2025Q2: 15,722 shares; 2025Q3: 10,219 shares; 2025Q4: 10,538 shares; 2026Q1: 11,444 shares; 2026Q2: 7,362 shares 7,362 $2.44M 0.02% -4,082 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,204 shares; 2024Q4: 18,145 shares; 2025Q1: 21,336 shares; 2025Q2: 24,375 shares; 2025Q3: 21,832 shares; 2025Q4: 24,827 shares; 2026Q1: 32,065 shares; 2026Q2: 23,443 shares 23,443 $2.44M 0.02% -8,622 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: 26,238 shares; 2024Q4: 27,237 shares; 2025Q1: 24,477 shares; 2025Q2: 25,265 shares; 2025Q3: 25,472 shares; 2025Q4: 27,440 shares; 2026Q1: 27,393 shares; 2026Q2: 28,636 shares 28,636 $2.39M 0.02% +1,243 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: 27,705 shares; 2024Q4: 16,827 shares; 2025Q1: 21,490 shares; 2025Q2: 27,814 shares; 2025Q3: 31,133 shares; 2025Q4: 33,339 shares; 2026Q1: 45,312 shares; 2026Q2: 25,624 shares 25,624 $2.39M 0.02% -19,688 Timeline RSPT 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: 49,107 shares; 2024Q4: 33,043 shares; 2025Q1: 33,047 shares; 2025Q2: 41,394 shares; 2025Q3: 40,540 shares; 2025Q4: 30,116 shares; 2026Q1: 32,983 shares; 2026Q2: 36,715 shares 36,715 $2.37M 0.02% +3,732 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 476 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 82,193 shares; 2026Q2: 42,267 shares 42,267 $2.36M 0.02% -39,926 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: 4,672 shares; 2024Q4: 6,022 shares; 2025Q1: 5,938 shares; 2025Q2: 5,790 shares; 2025Q3: 5,691 shares; 2025Q4: 5,141 shares; 2026Q1: 24,475 shares; 2026Q2: 14,336 shares 14,336 $2.35M 0.02% -10,139 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,483 shares; 2024Q4: 6,483 shares; 2025Q1: 6,483 shares; 2025Q2: 6,483 shares; 2025Q3: 6,484 shares; 2025Q4: 6,486 shares; 2026Q1: 6,488 shares; 2026Q2: 6,489 shares 6,489 $2.34M 0.02% +1 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,700 shares 33,700 $2.31M 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,516 shares; 2024Q4: 83,127 shares; 2025Q1: 39,939 shares; 2025Q2: 35,976 shares; 2025Q3: 31,934 shares; 2025Q4: 30,742 shares; 2026Q1: 30,932 shares; 2026Q2: 33,284 shares 33,284 $2.28M 0.02% +2,352 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: 8,934 shares; 2024Q4: 8,890 shares; 2025Q1: 6,013 shares; 2025Q2: 6,473 shares; 2025Q3: 8,166 shares; 2025Q4: 8,975 shares; 2026Q1: 8,575 shares; 2026Q2: 7,227 shares 7,227 $2.26M 0.02% -1,348 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: 835 shares; 2024Q4: 836 shares; 2025Q1: 880 shares; 2025Q2: 2,476 shares; 2025Q3: 2,714 shares; 2025Q4: 4,194 shares; 2026Q1: 3,058 shares; 2026Q2: 3,539 shares 3,539 $2.26M 0.02% +481 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: 35,511 shares; 2024Q4: 33,933 shares; 2025Q1: 33,132 shares; 2025Q2: 34,248 shares; 2025Q3: 38,838 shares; 2025Q4: 39,781 shares; 2026Q1: 35,879 shares; 2026Q2: 38,915 shares 38,915 $2.25M 0.02% +3,036 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: 100 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 25,895 shares; 2026Q2: 37,631 shares 37,631 $2.25M 0.02% +11,736 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: 3,556 shares; 2024Q4: 3,437 shares; 2025Q1: 3,554 shares; 2025Q2: 3,520 shares; 2025Q3: 3,527 shares; 2025Q4: 3,527 shares; 2026Q1: 3,427 shares; 2026Q2: 4,510 shares 4,510 $2.24M 0.02% +1,083 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,113,336 shares; 2024Q4: 3,115,335 shares; 2025Q1: 226,075 shares; 2025Q2: 80,231 shares; 2025Q3: 99,632 shares; 2025Q4: 103,014 shares; 2026Q1: 102,774 shares; 2026Q2: 98,015 shares 98,015 $2.23M 0.02% -4,759 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: 6,753 shares; 2024Q4: 6,614 shares; 2025Q1: 7,180 shares; 2025Q2: 6,574 shares; 2025Q3: 6,355 shares; 2025Q4: 6,603 shares; 2026Q1: 4,884 shares; 2026Q2: 23,327 shares 23,327 $2.23M 0.02% +18,443 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,583 shares; 2024Q4: 4,495 shares; 2025Q1: 4,494 shares; 2025Q2: 4,313 shares; 2025Q3: 6,067 shares; 2025Q4: 7,371 shares; 2026Q1: 5,794 shares; 2026Q2: 9,777 shares 9,777 $2.22M 0.02% +3,983 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,045 shares; 2024Q4: 1,045 shares; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 822 shares; 2025Q4: 802 shares; 2026Q1: 816 shares; 2026Q2: 1,058 shares 1,058 $2.2M 0.02% +242 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: 8,737 shares; 2024Q4: 8,347 shares; 2025Q1: 8,354 shares; 2025Q2: 8,850 shares; 2025Q3: 8,912 shares; 2025Q4: 14,153 shares; 2026Q1: 16,320 shares; 2026Q2: 18,633 shares 18,633 $2.18M 0.02% +2,313 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,058 shares; 2024Q4: 7,390 shares; 2025Q1: 7,040 shares; 2025Q2: 7,209 shares; 2025Q3: 7,166 shares; 2025Q4: 7,702 shares; 2026Q1: 7,037 shares; 2026Q2: 8,793 shares 8,793 $2.18M 0.02% +1,756 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: 1,320 shares; 2025Q4: 404 shares; 2026Q1: 62,522 shares; 2026Q2: 41,285 shares 41,285 $2.16M 0.02% -21,237 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 66 shares; 2025Q1: 216 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 236 shares; 2026Q1: 827 shares; 2026Q2: 3,342 shares 3,342 $2.14M 0.02% +2,515 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 486 shares; 2025Q3: 545 shares; 2025Q4: 1,197 shares; 2026Q1: 117,323 shares; 2026Q2: 118,612 shares 118,612 $2.11M 0.02% +1,289 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,518 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 121,230 shares; 2026Q2: 60,620 shares 60,620 $2.08M 0.02% -60,610 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares; 2025Q4: 33,612 shares; 2026Q1: 34,477 shares; 2026Q2: 41,320 shares 41,320 $2.08M 0.02% +6,843 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: 17,450 shares; 2024Q4: 19,866 shares; 2025Q1: 15,863 shares; 2025Q2: 18,971 shares; 2025Q3: 17,069 shares; 2025Q4: 24,754 shares; 2026Q1: 24,408 shares; 2026Q2: 27,104 shares 27,104 $2.07M 0.02% +2,696 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: 32,675 shares; 2024Q4: 33,311 shares; 2025Q1: 34,847 shares; 2025Q2: 35,735 shares; 2025Q3: 40,232 shares; 2025Q4: 34,913 shares; 2026Q1: 21,554 shares; 2026Q2: 10,110 shares 10,110 $2.07M 0.02% -11,444 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,238 shares; 2024Q4: 73,554 shares; 2025Q1: 70,096 shares; 2025Q2: 53,305 shares; 2025Q3: 51,468 shares; 2025Q4: 44,321 shares; 2026Q1: 56,739 shares; 2026Q2: 41,401 shares 41,401 $2.05M 0.02% -15,338 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,671 shares; 2024Q4: 8,427 shares; 2025Q1: 8,669 shares; 2025Q2: 8,141 shares; 2025Q3: 8,197 shares; 2025Q4: 8,478 shares; 2026Q1: 8,931 shares; 2026Q2: 9,133 shares 9,133 $2.03M 0.02% +202 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 71 shares; 2025Q1: 995 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares; 2026Q1: 712 shares; 2026Q2: 24,426 shares 24,426 $2.02M 0.02% +23,714 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: 8,886 shares; 2024Q4: 9,076 shares; 2025Q1: 9,881 shares; 2025Q2: 11,086 shares; 2025Q3: 12,654 shares; 2025Q4: 13,165 shares; 2026Q1: 13,527 shares; 2026Q2: 14,735 shares 14,735 $2.02M 0.02% +1,208 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,764 shares; 2024Q4: 14,735 shares; 2025Q1: 17,203 shares; 2025Q2: 16,654 shares; 2025Q3: 16,819 shares; 2025Q4: 18,985 shares; 2026Q1: 24,530 shares; 2026Q2: 21,923 shares 21,923 $2.01M 0.02% -2,607 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,740 shares; 2024Q4: 2,163 shares; 2025Q1: 3,805 shares; 2025Q2: 3,940 shares; 2025Q3: 3,683 shares; 2025Q4: 4,194 shares; 2026Q1: 4,216 shares; 2026Q2: 4,335 shares 4,335 $1.99M 0.02% +119 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: 6,335 shares; 2024Q4: 5,745 shares; 2025Q1: 5,157 shares; 2025Q2: 5,448 shares; 2025Q3: 6,019 shares; 2025Q4: 8,202 shares; 2026Q1: 42,072 shares; 2026Q2: 24,078 shares 24,078 $1.99M 0.02% -17,994 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,916 shares; 2024Q4: 5,905 shares; 2025Q1: 5,662 shares; 2025Q2: 6,201 shares; 2025Q3: 6,415 shares; 2025Q4: 7,930 shares; 2026Q1: 7,000 shares; 2026Q2: 9,336 shares 9,336 $1.99M 0.02% +2,336 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: 120 shares; 2024Q4: 4,848 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 192 shares; 2025Q4: 354 shares; 2026Q1: 1,955 shares; 2026Q2: 3,002 shares 3,002 $1.97M 0.02% +1,047 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: 15,043 shares; 2024Q4: 15,063 shares; 2025Q1: 15,077 shares; 2025Q2: 12,667 shares; 2025Q3: 13,452 shares; 2025Q4: 13,468 shares; 2026Q1: 13,757 shares; 2026Q2: 13,248 shares 13,248 $1.96M 0.02% -509 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,445 shares; 2025Q1: 2,955 shares; 2025Q2: 2,979 shares; 2025Q3: 2,880 shares; 2025Q4: 3,037 shares; 2026Q1: 3,255 shares; 2026Q2: 3,938 shares 3,938 $1.95M 0.02% +683 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,474 shares; 2024Q4: 5,734 shares; 2025Q1: 4,031 shares; 2025Q2: 3,906 shares; 2025Q3: 4,510 shares; 2025Q4: 4,481 shares; 2026Q1: 5,788 shares; 2026Q2: 6,700 shares 6,700 $1.95M 0.02% +912 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,293 shares; 2024Q4: 664 shares; 2025Q1: 132 shares; 2025Q2: 737 shares; 2025Q3: 825 shares; 2025Q4: 1,159 shares; 2026Q1: 624 shares; 2026Q2: 8,698 shares 8,698 $1.95M 0.02% +8,074 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: 4,383 shares; 2026Q2: 10,161 shares 10,161 $1.92M 0.02% +5,778 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,452 shares; 2024Q4: 3,514 shares; 2025Q1: 4,097 shares; 2025Q2: 4,488 shares; 2025Q3: 5,626 shares; 2025Q4: 6,441 shares; 2026Q1: 5,574 shares; 2026Q2: 7,342 shares 7,342 $1.92M 0.02% +1,768 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,094 shares; 2024Q4: 12,360 shares; 2025Q1: 11,581 shares; 2025Q2: 14,545 shares; 2025Q3: 14,865 shares; 2025Q4: 16,641 shares; 2026Q1: 23,857 shares; 2026Q2: 25,766 shares 25,766 $1.92M 0.02% +1,909 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: 18,291 shares; 2024Q4: 15,320 shares; 2025Q1: 23,950 shares; 2025Q2: 32,703 shares; 2025Q3: 35,203 shares; 2025Q4: 30,729 shares; 2026Q1: 33,425 shares; 2026Q2: 46,016 shares 46,016 $1.9M 0.02% +12,591 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,322 shares; 2024Q4: 35,754 shares; 2025Q1: 31,097 shares; 2025Q2: 33,461 shares; 2025Q3: 40,731 shares; 2025Q4: 41,578 shares; 2026Q1: 66,857 shares; 2026Q2: 59,428 shares 59,428 $1.9M 0.02% -7,429 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,274 shares; 2024Q4: 12,274 shares; 2025Q1: 12,274 shares; 2025Q2: 11,914 shares; 2025Q3: 11,914 shares; 2025Q4: 12,614 shares; 2026Q1: 12,434 shares; 2026Q2: 12,184 shares 12,184 $1.88M 0.02% -250 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: 2,315 shares; 2024Q4: 1,735 shares; 2025Q1: 1,670 shares; 2025Q2: 3,148 shares; 2025Q3: 3,062 shares; 2025Q4: 3,731 shares; 2026Q1: 2,095 shares; 2026Q2: 2,475 shares 2,475 $1.87M 0.02% +380 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551 shares; 2024Q4: 598 shares; 2025Q1: 551 shares; 2025Q2: 692 shares; 2025Q3: 745 shares; 2025Q4: 882 shares; 2026Q1: 203 shares; 2026Q2: 3,333 shares 3,333 $1.87M 0.02% +3,130 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,401 shares; 2024Q4: 17,401 shares; 2025Q1: 18,401 shares; 2025Q2: 26,288 shares; 2025Q3: 29,638 shares; 2025Q4: 34,138 shares; 2026Q1: 33,525 shares; 2026Q2: 33,088 shares 33,088 $1.86M 0.02% -437 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,480 shares; 2024Q4: 2,117 shares; 2025Q1: 2,129 shares; 2025Q2: 2,755 shares; 2025Q3: 2,759 shares; 2025Q4: 3,754 shares; 2026Q1: 2,278 shares; 2026Q2: 20,263 shares 20,263 $1.85M 0.02% +17,985 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,330 shares; 2024Q4: 33,218 shares; 2025Q1: 29,724 shares; 2025Q2: 30,824 shares; 2025Q3: 23,473 shares; 2025Q4: 26,625 shares; 2026Q1: 25,201 shares; 2026Q2: 24,989 shares 24,989 $1.83M 0.02% -212 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: 27,534 shares; 2024Q4: 26,811 shares; 2025Q1: 37,028 shares; 2025Q2: 36,007 shares; 2025Q3: 53,098 shares; 2025Q4: 52,137 shares; 2026Q1: 39,896 shares; 2026Q2: 34,319 shares 34,319 $1.8M 0.02% -5,577 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: 4,942 shares; 2024Q4: 4,851 shares; 2025Q1: 4,877 shares; 2025Q2: 4,883 shares; 2025Q3: 4,851 shares; 2025Q4: 4,851 shares; 2026Q1: 4,878 shares; 2026Q2: 4,878 shares 4,878 $1.78M 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,273 shares; 2024Q4: 14,341 shares; 2025Q1: 13,828 shares; 2025Q2: 14,798 shares; 2025Q3: 15,293 shares; 2025Q4: 15,798 shares; 2026Q1: 16,752 shares; 2026Q2: 16,515 shares 16,515 $1.78M 0.02% -237 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,322 shares; 2024Q4: 5,219 shares; 2025Q1: 5,595 shares; 2025Q2: 7,295 shares; 2025Q3: 6,842 shares; 2025Q4: 9,051 shares; 2026Q1: 6,826 shares; 2026Q2: 6,465 shares 6,465 $1.78M 0.02% -361 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: 65,890 shares; 2024Q4: 59,283 shares; 2025Q1: 24,693 shares; 2025Q2: 24,376 shares; 2025Q3: 23,662 shares; 2025Q4: 18,936 shares; 2026Q1: 14,288 shares; 2026Q2: 16,309 shares 16,309 $1.78M 0.02% +2,021 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,009 shares; 2024Q4: 4,013 shares; 2025Q1: 4,331 shares; 2025Q2: 5,854 shares; 2025Q3: 5,365 shares; 2025Q4: 5,748 shares; 2026Q1: 3,942 shares; 2026Q2: 4,772 shares 4,772 $1.77M 0.02% +830 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: 22,947 shares; 2024Q4: 22,914 shares; 2025Q1: 22,310 shares; 2025Q2: 18,831 shares; 2025Q3: 18,445 shares; 2025Q4: 14,152 shares; 2026Q1: 36,595 shares; 2026Q2: 36,875 shares 36,875 $1.77M 0.02% +280 Timeline VCR 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: 4,446 shares; 2024Q4: 4,446 shares; 2025Q1: 4,446 shares; 2025Q2: 4,446 shares; 2025Q3: 4,447 shares; 2025Q4: 4,448 shares; 2026Q1: 4,450 shares; 2026Q2: 4,451 shares 4,451 $1.77M 0.02% +1 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: 18,953 shares; 2024Q4: 21,335 shares; 2025Q1: 17,011 shares; 2025Q2: 22,710 shares; 2025Q3: 25,935 shares; 2025Q4: 25,703 shares; 2026Q1: 58,640 shares; 2026Q2: 22,664 shares 22,664 $1.75M 0.02% -35,976 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: 11,891 shares; 2024Q4: 14,623 shares; 2025Q1: 14,343 shares; 2025Q2: 17,830 shares; 2025Q3: 14,735 shares; 2025Q4: 29,688 shares; 2026Q1: 32,237 shares; 2026Q2: 32,689 shares 32,689 $1.74M 0.02% +452 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,164 shares; 2024Q4: 2,165 shares; 2025Q1: 3,590 shares; 2025Q2: 3,738 shares; 2025Q3: 2,471 shares; 2025Q4: 2,705 shares; 2026Q1: 2,663 shares; 2026Q2: 1,294 shares 1,294 $1.72M 0.02% -1,369 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,581 shares; 2024Q4: 7,584 shares; 2025Q1: 7,589 shares; 2025Q2: 7,985 shares; 2025Q3: 7,860 shares; 2025Q4: 7,815 shares; 2026Q1: 7,696 shares; 2026Q2: 7,591 shares 7,591 $1.71M 0.02% -105 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,254 shares; 2024Q4: 46,133 shares; 2025Q1: 45,084 shares; 2025Q2: 53,844 shares; 2025Q3: 49,790 shares; 2025Q4: 56,297 shares; 2026Q1: 63,391 shares; 2026Q2: 50,272 shares 50,272 $1.71M 0.02% -13,119 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,383 shares; 2024Q4: 101,636 shares; 2025Q1: 92,705 shares; 2025Q2: 89,545 shares; 2025Q3: 89,422 shares; 2025Q4: 75,838 shares; 2026Q1: 72,217 shares; 2026Q2: 70,553 shares 70,553 $1.71M 0.02% -1,664 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: 3,122 shares; 2024Q4: 2,694 shares; 2025Q1: 2,986 shares; 2025Q2: 5,161 shares; 2025Q3: 3,622 shares; 2025Q4: 3,554 shares; 2026Q1: 16,782 shares; 2026Q2: 13,476 shares 13,476 $1.7M 0.02% -3,306 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,215 shares; 2024Q4: 3,766 shares; 2025Q1: 3,766 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares; 2025Q4: 4,126 shares; 2026Q1: 4,126 shares; 2026Q2: 4,126 shares 4,126 $1.69M 0.02% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,746 shares; 2026Q2: 24,294 shares 24,294 $1.69M 0.02% -21,452 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: 15,511 shares; 2024Q4: 15,111 shares; 2025Q1: 8,953 shares; 2025Q2: 7,365 shares; 2025Q3: 7,291 shares; 2025Q4: 7,912 shares; 2026Q1: 18,494 shares; 2026Q2: 14,717 shares 14,717 $1.68M 0.02% -3,777 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: 12,089 shares; 2024Q4: 13,101 shares; 2025Q1: 11,304 shares; 2025Q2: 9,189 shares; 2025Q3: 18,627 shares; 2025Q4: 20,286 shares; 2026Q1: 18,641 shares; 2026Q2: 21,157 shares 21,157 $1.68M 0.02% +2,516 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,981 shares; 2024Q4: 7,977 shares; 2025Q1: 7,904 shares; 2025Q2: 6,871 shares; 2025Q3: 6,923 shares; 2025Q4: 7,113 shares; 2026Q1: 6,776 shares; 2026Q2: 6,909 shares 6,909 $1.68M 0.02% +133 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY 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: 2,329,784 shares; 2026Q2: 892,787 shares 892,787 $1.67M 0.02% -1,436,997 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: 13,814 shares; 2024Q4: 13,008 shares; 2025Q1: 13,452 shares; 2025Q2: 14,882 shares; 2025Q3: 11,802 shares; 2025Q4: 12,184 shares; 2026Q1: 10,664 shares; 2026Q2: 9,870 shares 9,870 $1.67M 0.02% -794 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,159 shares; 2024Q4: 2,218 shares; 2025Q1: 2,277 shares; 2025Q2: 3,202 shares; 2025Q3: 3,034 shares; 2025Q4: 3,502 shares; 2026Q1: 2,674 shares; 2026Q2: 3,381 shares 3,381 $1.66M 0.02% +707 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: 8,266 shares; 2024Q4: 8,016 shares; 2025Q1: 7,357 shares; 2025Q2: 8,087 shares; 2025Q3: 9,144 shares; 2025Q4: 10,008 shares; 2026Q1: 8,647 shares; 2026Q2: 9,900 shares 9,900 $1.65M 0.02% +1,253 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433 shares; 2024Q4: 425 shares; 2025Q1: 373 shares; 2025Q2: 965 shares; 2025Q3: 900 shares; 2025Q4: 988 shares; 2026Q1: 955 shares; 2026Q2: 1,184 shares 1,184 $1.64M 0.02% +229 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: 75,573 shares; 2024Q4: 74,462 shares; 2025Q1: 76,544 shares; 2025Q2: 75,659 shares; 2025Q3: 79,711 shares; 2025Q4: 74,398 shares; 2026Q1: 76,220 shares; 2026Q2: 66,264 shares 66,264 $1.63M 0.02% -9,956 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,013 shares; 2024Q4: 4,889 shares; 2025Q1: 4,830 shares; 2025Q2: 4,851 shares; 2025Q3: 4,852 shares; 2025Q4: 4,930 shares; 2026Q1: 4,901 shares; 2026Q2: 4,921 shares 4,921 $1.62M 0.02% +20 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 943 shares; 2024Q4: 2,318 shares; 2025Q1: 844 shares; 2025Q2: 2,545 shares; 2025Q3: 2,585 shares; 2025Q4: 5,100 shares; 2026Q1: 7,112 shares; 2026Q2: 13,731 shares 13,731 $1.61M 0.02% +6,619 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: 3,180 shares; 2024Q4: 3,191 shares; 2025Q1: 3,241 shares; 2025Q2: 19,362 shares; 2025Q3: 20,837 shares; 2025Q4: 106,847 shares; 2026Q1: 32,725 shares; 2026Q2: 16,161 shares 16,161 $1.6M 0.02% -16,564 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,065 shares; 2024Q4: 6,173 shares; 2025Q1: 6,671 shares; 2025Q2: 5,610 shares; 2025Q3: 5,630 shares; 2025Q4: 6,686 shares; 2026Q1: 6,145 shares; 2026Q2: 6,487 shares 6,487 $1.57M 0.01% +342 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: 1,720 shares; 2024Q4: 2,710 shares; 2025Q1: 2,696 shares; 2025Q2: 4,323 shares; 2025Q3: 4,202 shares; 2025Q4: 5,517 shares; 2026Q1: 2,815 shares; 2026Q2: 6,605 shares 6,605 $1.57M 0.01% +3,790 Timeline GDEC 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: 56,883 shares; 2025Q1: 39,283 shares; 2025Q2: not reported; 2025Q3: 39,283 shares; 2025Q4: 39,283 shares; 2026Q1: 39,283 shares; 2026Q2: 39,283 shares 39,283 $1.56M 0.01% 0 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: 14,999 shares; 2024Q4: 15,833 shares; 2025Q1: 14,808 shares; 2025Q2: 15,306 shares; 2025Q3: 13,682 shares; 2025Q4: 14,603 shares; 2026Q1: 13,798 shares; 2026Q2: 15,774 shares 15,774 $1.55M 0.01% +1,976 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,936 shares; 2024Q4: 27,615 shares; 2025Q1: 24,914 shares; 2025Q2: 11,186 shares; 2025Q3: 10,264 shares; 2025Q4: 13,662 shares; 2026Q1: 13,683 shares; 2026Q2: 12,830 shares 12,830 $1.54M 0.01% -853 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,003 shares; 2024Q4: 11,434 shares; 2025Q1: 13,096 shares; 2025Q2: 15,773 shares; 2025Q3: 20,361 shares; 2025Q4: 21,635 shares; 2026Q1: 24,310 shares; 2026Q2: 20,279 shares 20,279 $1.54M 0.01% -4,031 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765 shares; 2024Q4: 2,268 shares; 2025Q1: 765 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 765 shares; 2026Q1: 1,045 shares; 2026Q2: 2,022 shares 2,022 $1.53M 0.01% +977 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: 973 shares; 2024Q4: 378 shares; 2025Q1: 287 shares; 2025Q2: 889 shares; 2025Q3: 889 shares; 2025Q4: 1,003 shares; 2026Q1: 6,134 shares; 2026Q2: 20,241 shares 20,241 $1.53M 0.01% +14,107 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,755 shares; 2024Q4: 18,755 shares; 2025Q1: 20,155 shares; 2025Q2: 20,231 shares; 2025Q3: 20,276 shares; 2025Q4: 34,446 shares; 2026Q1: 104,975 shares; 2026Q2: 105,002 shares 105,002 $1.53M 0.01% +27 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: 8,469 shares; 2024Q4: 8,480 shares; 2025Q1: 8,611 shares; 2025Q2: 8,488 shares; 2025Q3: 8,488 shares; 2025Q4: 9,983 shares; 2026Q1: 12,875 shares; 2026Q2: 14,971 shares 14,971 $1.53M 0.01% +2,096 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: 27,359 shares; 2024Q4: 11,175 shares; 2025Q1: 12,013 shares; 2025Q2: 13,119 shares; 2025Q3: 12,696 shares; 2025Q4: 12,329 shares; 2026Q1: 11,534 shares; 2026Q2: 12,534 shares 12,534 $1.52M 0.01% +1,000 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,423 shares; 2024Q4: 15,581 shares; 2025Q1: 15,611 shares; 2025Q2: 15,571 shares; 2025Q3: 15,571 shares; 2025Q4: 15,571 shares; 2026Q1: 45,249 shares; 2026Q2: 30,424 shares 30,424 $1.51M 0.01% -14,825 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: 27,238 shares; 2024Q4: 26,676 shares; 2025Q1: 31,662 shares; 2025Q2: 36,476 shares; 2025Q3: 35,785 shares; 2025Q4: 36,844 shares; 2026Q1: 33,781 shares; 2026Q2: 32,545 shares 32,545 $1.5M 0.01% -1,236 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,213 shares; 2025Q4: 23,214 shares; 2026Q1: 23,564 shares; 2026Q2: 26,433 shares 26,433 $1.5M 0.01% +2,869 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,604 shares; 2024Q4: 9,730 shares; 2025Q1: 10,140 shares; 2025Q2: 9,902 shares; 2025Q3: 8,294 shares; 2025Q4: 7,051 shares; 2026Q1: 5,874 shares; 2026Q2: 5,999 shares 5,999 $1.5M 0.01% +125 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,492 shares; 2024Q4: 13,857 shares; 2025Q1: 13,671 shares; 2025Q2: 14,077 shares; 2025Q3: 13,560 shares; 2025Q4: 13,183 shares; 2026Q1: 11,902 shares; 2026Q2: 10,534 shares 10,534 $1.49M 0.01% -1,368 Timeline UAUG 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: 35,716 shares; 2024Q4: 35,416 shares; 2025Q1: 35,416 shares; 2025Q2: not reported; 2025Q3: 35,416 shares; 2025Q4: 35,416 shares; 2026Q1: 35,510 shares; 2026Q2: 35,366 shares 35,366 $1.49M 0.01% -144 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: 2,833 shares; 2024Q4: 2,839 shares; 2025Q1: 2,642 shares; 2025Q2: 3,785 shares; 2025Q3: 3,845 shares; 2025Q4: 5,192 shares; 2026Q1: 3,122 shares; 2026Q2: 5,250 shares 5,250 $1.49M 0.01% +2,128 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,261 shares; 2024Q4: 8,194 shares; 2025Q1: 8,200 shares; 2025Q2: 11,181 shares; 2025Q3: 8,909 shares; 2025Q4: 8,708 shares; 2026Q1: 8,068 shares; 2026Q2: 9,287 shares 9,287 $1.48M 0.01% +1,219 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: 54,837 shares; 2024Q4: 237,552 shares; 2025Q1: 24,205 shares; 2025Q2: 26,420 shares; 2025Q3: 12,883 shares; 2025Q4: 12,958 shares; 2026Q1: 13,794 shares; 2026Q2: 16,048 shares 16,048 $1.47M 0.01% +2,254 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 209 shares; 2025Q1: 445 shares; 2025Q2: 2,877 shares; 2025Q3: 2,747 shares; 2025Q4: 3,769 shares; 2026Q1: 2,243 shares; 2026Q2: 3,906 shares 3,906 $1.47M 0.01% +1,663 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,705 shares; 2024Q4: 38,128 shares; 2025Q1: 40,066 shares; 2025Q2: 51,686 shares; 2025Q3: 53,327 shares; 2025Q4: 55,094 shares; 2026Q1: 83,165 shares; 2026Q2: 76,591 shares 76,591 $1.46M 0.01% -6,574 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,457 shares; 2024Q4: 6,647 shares; 2025Q1: 4,304 shares; 2025Q2: 5,614 shares; 2025Q3: 5,911 shares; 2025Q4: 5,793 shares; 2026Q1: 4,133 shares; 2026Q2: 8,328 shares 8,328 $1.46M 0.01% +4,195 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: 292 shares; 2025Q2: 1,377 shares; 2025Q3: 1,927 shares; 2025Q4: 976 shares; 2026Q1: 852 shares; 2026Q2: 642 shares 642 $1.46M 0.01% -210 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798,488 shares; 2024Q4: 863,305 shares; 2025Q1: 855,421 shares; 2025Q2: 882,174 shares; 2025Q3: 477,579 shares; 2025Q4: 58,118 shares; 2026Q1: 58,315 shares; 2026Q2: 56,787 shares 56,787 $1.46M 0.01% -1,528 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: 8,826 shares; 2024Q4: 8,630 shares; 2025Q1: 4,339 shares; 2025Q2: 3,961 shares; 2025Q3: 1,823 shares; 2025Q4: 8,458 shares; 2026Q1: 6,567 shares; 2026Q2: 10,021 shares 10,021 $1.45M 0.01% +3,454 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: 4,082 shares; 2024Q4: 5,182 shares; 2025Q1: 5,131 shares; 2025Q2: 6,291 shares; 2025Q3: 6,049 shares; 2025Q4: 6,148 shares; 2026Q1: 5,956 shares; 2026Q2: 5,731 shares 5,731 $1.45M 0.01% -225 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,740 shares; 2024Q4: 25,971 shares; 2025Q1: 25,005 shares; 2025Q2: 25,465 shares; 2025Q3: 7,959 shares; 2025Q4: 9,661 shares; 2026Q1: 14,303 shares; 2026Q2: 23,281 shares 23,281 $1.44M 0.01% +8,978 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,014 shares; 2024Q4: 13,725 shares; 2025Q1: 10,084 shares; 2025Q2: 11,192 shares; 2025Q3: 10,877 shares; 2025Q4: 11,063 shares; 2026Q1: 13,213 shares; 2026Q2: 12,664 shares 12,664 $1.44M 0.01% -549 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,928 shares; 2024Q4: 1,865 shares; 2025Q1: 2,899 shares; 2025Q2: 3,666 shares; 2025Q3: 3,626 shares; 2025Q4: 5,062 shares; 2026Q1: 4,190 shares; 2026Q2: 5,166 shares 5,166 $1.44M 0.01% +976 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,956 shares; 2024Q4: 3,609 shares; 2025Q1: 4,080 shares; 2025Q2: 5,817 shares; 2025Q3: 5,571 shares; 2025Q4: 8,319 shares; 2026Q1: 7,173 shares; 2026Q2: 8,366 shares 8,366 $1.42M 0.01% +1,193 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,529 shares; 2024Q4: 3,707 shares; 2025Q1: 3,527 shares; 2025Q2: 3,393 shares; 2025Q3: 3,458 shares; 2025Q4: 3,549 shares; 2026Q1: 3,529 shares; 2026Q2: 10,789 shares 10,789 $1.42M 0.01% +7,260 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,595 shares; 2024Q4: 19,631 shares; 2025Q1: 21,026 shares; 2025Q2: 19,750 shares; 2025Q3: 18,681 shares; 2025Q4: 14,090 shares; 2026Q1: 13,427 shares; 2026Q2: 12,830 shares 12,830 $1.41M 0.01% -597 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,351 shares; 2024Q4: 10,615 shares; 2025Q1: 13,429 shares; 2025Q2: 18,326 shares; 2025Q3: 22,302 shares; 2025Q4: 26,079 shares; 2026Q1: 38,540 shares; 2026Q2: 30,934 shares 30,934 $1.4M 0.01% -7,606 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,269 shares; 2024Q4: 1,388 shares; 2025Q1: 933 shares; 2025Q2: 11,368 shares; 2025Q3: 10,573 shares; 2025Q4: 10,205 shares; 2026Q1: 10,020 shares; 2026Q2: 10,216 shares 10,216 $1.39M 0.01% +196 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,581 shares; 2024Q4: 28,486 shares; 2025Q1: 37,929 shares; 2025Q2: 40,624 shares; 2025Q3: 40,852 shares; 2025Q4: 42,825 shares; 2026Q1: 100,449 shares; 2026Q2: 69,064 shares 69,064 $1.39M 0.01% -31,385 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,093 shares; 2024Q4: 5,004 shares; 2025Q1: 4,212 shares; 2025Q2: 4,465 shares; 2025Q3: 4,174 shares; 2025Q4: 4,620 shares; 2026Q1: 5,170 shares; 2026Q2: 6,472 shares 6,472 $1.38M 0.01% +1,302 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,017 shares; 2024Q4: 1,964 shares; 2025Q1: 2,049 shares; 2025Q2: 2,465 shares; 2025Q3: 2,481 shares; 2025Q4: 3,006 shares; 2026Q1: 2,071 shares; 2026Q2: 7,649 shares 7,649 $1.37M 0.01% +5,578 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: 3,948 shares; 2024Q4: 3,948 shares; 2025Q1: 3,948 shares; 2025Q2: 3,948 shares; 2025Q3: 3,948 shares; 2025Q4: 4,928 shares; 2026Q1: 15,322 shares; 2026Q2: 27,098 shares 27,098 $1.37M 0.01% +11,776 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59,152 shares; 2025Q1: 46,996 shares; 2025Q2: 41,600 shares; 2025Q3: 40,124 shares; 2025Q4: 36,955 shares; 2026Q1: 38,238 shares; 2026Q2: 35,616 shares 35,616 $1.37M 0.01% -2,622 Timeline SPGP 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: 27,588 shares; 2024Q4: 23,112 shares; 2025Q1: 36,122 shares; 2025Q2: 39,718 shares; 2025Q3: 15,158 shares; 2025Q4: 15,094 shares; 2026Q1: 13,129 shares; 2026Q2: 11,175 shares 11,175 $1.37M 0.01% -1,954 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,872 shares; 2024Q4: 17,207 shares; 2025Q1: 16,306 shares; 2025Q2: 16,280 shares; 2025Q3: 16,450 shares; 2025Q4: 15,759 shares; 2026Q1: 14,883 shares; 2026Q2: 25,921 shares 25,921 $1.36M 0.01% +11,038 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,551 shares 27,551 $1.36M 0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,620 shares; 2024Q4: 2,621 shares; 2025Q1: 2,924 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,846 shares; 2026Q1: 2,891 shares; 2026Q2: 2,586 shares 2,586 $1.35M 0.01% -305 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: 18,578 shares; 2024Q4: 18,681 shares; 2025Q1: 22,108 shares; 2025Q2: 21,241 shares; 2025Q3: 22,844 shares; 2025Q4: 23,676 shares; 2026Q1: 22,963 shares; 2026Q2: 23,307 shares 23,307 $1.34M 0.01% +344 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,285 shares; 2024Q4: 45,493 shares; 2025Q1: 46,097 shares; 2025Q2: 48,418 shares; 2025Q3: 50,469 shares; 2025Q4: 50,351 shares; 2026Q1: 52,194 shares; 2026Q2: 53,227 shares 53,227 $1.34M 0.01% +1,033 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,033 shares; 2024Q4: 13,061 shares; 2025Q1: 13,307 shares; 2025Q2: 13,358 shares; 2025Q3: 13,359 shares; 2025Q4: 12,758 shares; 2026Q1: 12,736 shares; 2026Q2: 15,464 shares 15,464 $1.34M 0.01% +2,728 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,250 shares; 2024Q4: 80,250 shares; 2025Q1: 80,250 shares; 2025Q2: 80,060 shares; 2025Q3: 80,084 shares; 2025Q4: 80,080 shares; 2026Q1: 80,093 shares; 2026Q2: 84,890 shares 84,890 $1.34M 0.01% +4,797 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,392 shares; 2024Q4: 13,561 shares; 2025Q1: 13,823 shares; 2025Q2: 12,771 shares; 2025Q3: 13,132 shares; 2025Q4: 12,611 shares; 2026Q1: 15,642 shares; 2026Q2: 14,185 shares 14,185 $1.34M 0.01% -1,457 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,961 shares; 2024Q4: 82,460 shares; 2025Q1: 83,420 shares; 2025Q2: 84,423 shares; 2025Q3: 84,423 shares; 2025Q4: 84,423 shares; 2026Q1: 83,423 shares; 2026Q2: 83,423 shares 83,423 $1.33M 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,377 shares; 2024Q4: 16,398 shares; 2025Q1: 16,123 shares; 2025Q2: 16,552 shares; 2025Q3: 15,877 shares; 2025Q4: 15,902 shares; 2026Q1: 15,970 shares; 2026Q2: 16,133 shares 16,133 $1.33M 0.01% +163 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882,542 shares; 2024Q4: 883,042 shares; 2025Q1: 883,042 shares; 2025Q2: 883,042 shares; 2025Q3: not reported; 2025Q4: 882,367 shares; 2026Q1: 884,119 shares; 2026Q2: 883,288 shares 883,288 $1.32M 0.01% -831 Timeline CORZW CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,004 shares; 2024Q4: 175,004 shares; 2025Q1: 175,004 shares; 2025Q2: 175,000 shares; 2025Q3: 175,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares; 2026Q2: 70,000 shares 70,000 $1.32M 0.01% -30,000 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,658 shares; 2024Q4: 5,190 shares; 2025Q1: 5,190 shares; 2025Q2: 5,190 shares; 2025Q3: 5,662 shares; 2025Q4: 11,324 shares; 2026Q1: 14,106 shares; 2026Q2: 15,976 shares 15,976 $1.32M 0.01% +1,870 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,889 shares; 2024Q4: 4,329 shares; 2025Q1: 5,642 shares; 2025Q2: 5,729 shares; 2025Q3: 5,590 shares; 2025Q4: 5,881 shares; 2026Q1: 5,608 shares; 2026Q2: 5,550 shares 5,550 $1.31M 0.01% -58 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,568 shares; 2024Q4: 51,568 shares; 2025Q1: 41,343 shares; 2025Q2: 41,313 shares; 2025Q3: 41,368 shares; 2025Q4: 41,313 shares; 2026Q1: 41,313 shares; 2026Q2: 53,334 shares 53,334 $1.29M 0.01% +12,021 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,820 shares; 2024Q4: 11,820 shares; 2025Q1: 11,820 shares; 2025Q2: 11,756 shares; 2025Q3: not reported; 2025Q4: 8,351 shares; 2026Q1: 7,921 shares; 2026Q2: 22,970 shares 22,970 $1.29M 0.01% +15,049 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: 5,215 shares; 2024Q4: 5,171 shares; 2025Q1: 5,624 shares; 2025Q2: 6,314 shares; 2025Q3: 8,452 shares; 2025Q4: 6,892 shares; 2026Q1: 7,927 shares; 2026Q2: 11,495 shares 11,495 $1.28M 0.01% +3,568 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,268 shares; 2024Q4: 8,729 shares; 2025Q1: 8,396 shares; 2025Q2: 9,308 shares; 2025Q3: 9,262 shares; 2025Q4: 12,617 shares; 2026Q1: 9,640 shares; 2026Q2: 9,421 shares 9,421 $1.28M 0.01% -219 Timeline BSCV 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: 12,908 shares; 2025Q2: 13,439 shares; 2025Q3: 13,439 shares; 2025Q4: 71,450 shares; 2026Q1: 66,081 shares; 2026Q2: 77,859 shares 77,859 $1.28M 0.01% +11,778 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 944 shares; 2025Q3: 628 shares; 2025Q4: 12 shares; 2026Q1: 1,188 shares; 2026Q2: 12,542 shares 12,542 $1.27M 0.01% +11,354 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 2,317 shares; 2025Q2: 8,599 shares; 2025Q3: 9,265 shares; 2025Q4: 7,146 shares; 2026Q1: 49,487 shares; 2026Q2: 23,381 shares 23,381 $1.27M 0.01% -26,106 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 666 shares; 2024Q4: 802 shares; 2025Q1: 720 shares; 2025Q2: 1,245 shares; 2025Q3: 994 shares; 2025Q4: 1,784 shares; 2026Q1: 520 shares; 2026Q2: 10,733 shares 10,733 $1.27M 0.01% +10,213 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,194 shares 51,194 $1.26M 0.01% new Timeline SCHK 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: 10,983 shares; 2024Q4: 26,673 shares; 2025Q1: 31,095 shares; 2025Q2: 33,313 shares; 2025Q3: 33,877 shares; 2025Q4: 33,854 shares; 2026Q1: 35,136 shares; 2026Q2: 35,009 shares 35,009 $1.26M 0.01% -127 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,817 shares; 2024Q4: 2,075 shares; 2025Q1: 2,816 shares; 2025Q2: 2,961 shares; 2025Q3: 1,849 shares; 2025Q4: 1,857 shares; 2026Q1: 1,793 shares; 2026Q2: 639 shares 639 $1.25M 0.01% -1,154 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: 16,972 shares; 2024Q4: 16,113 shares; 2025Q1: 16,090 shares; 2025Q2: 17,463 shares; 2025Q3: 17,315 shares; 2025Q4: 18,139 shares; 2026Q1: 28,059 shares; 2026Q2: 22,317 shares 22,317 $1.24M 0.01% -5,742 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: 15,422 shares; 2024Q4: 18,468 shares; 2025Q1: 18,368 shares; 2025Q2: 18,968 shares; 2025Q3: 22,460 shares; 2025Q4: 24,434 shares; 2026Q1: 24,558 shares; 2026Q2: 23,996 shares 23,996 $1.23M 0.01% -562 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,419 shares; 2024Q4: 15,069 shares; 2025Q1: 21,685 shares; 2025Q2: 25,740 shares; 2025Q3: 25,813 shares; 2025Q4: 18,863 shares; 2026Q1: 29,042 shares; 2026Q2: 22,533 shares 22,533 $1.22M 0.01% -6,509 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,991 shares; 2024Q4: 5,857 shares; 2025Q1: 5,783 shares; 2025Q2: 6,472 shares; 2025Q3: 6,403 shares; 2025Q4: 8,620 shares; 2026Q1: 7,613 shares; 2026Q2: 10,459 shares 10,459 $1.22M 0.01% +2,846 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,668 shares; 2024Q4: 9,220 shares; 2025Q1: 9,050 shares; 2025Q2: 10,879 shares; 2025Q3: 10,392 shares; 2025Q4: 21,188 shares; 2026Q1: 16,366 shares; 2026Q2: 20,124 shares 20,124 $1.22M 0.01% +3,758 Timeline