LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,877,806 shares; 2025Q3: 5,341,232 shares; 2025Q4: 715,745 shares; 2026Q1: 5,027,980 shares; 2026Q2: 5,430,706 shares 5,430,706 $83.1M 5.14% +402,726 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: 61,446 shares; 2024Q4: 68,202 shares; 2025Q1: 225,917 shares; 2025Q2: 211,720 shares; 2025Q3: 219,978 shares; 2025Q4: 222,055 shares; 2026Q1: 224,353 shares; 2026Q2: 220,427 shares 220,427 $63.8M 3.94% -3,926 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: 9,976 shares; 2024Q4: 8,513 shares; 2025Q1: 159,464 shares; 2025Q2: 137,338 shares; 2025Q3: 136,111 shares; 2025Q4: 137,575 shares; 2026Q1: 135,983 shares; 2026Q2: 135,141 shares 135,141 $47.7M 2.95% -842 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: not reported; 2024Q4: not reported; 2025Q1: 982,226 shares; 2025Q2: 1,020,323 shares; 2025Q3: 1,051,797 shares; 2025Q4: 1,113,617 shares; 2026Q1: 1,158,299 shares; 2026Q2: 1,213,720 shares 1,213,720 $38.5M 2.38% +55,421 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: 18,470 shares; 2024Q4: 18,407 shares; 2025Q1: 160,334 shares; 2025Q2: 175,561 shares; 2025Q3: 171,453 shares; 2025Q4: 170,938 shares; 2026Q1: 173,535 shares; 2026Q2: 178,623 shares 178,623 $35.7M 2.21% +5,088 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: 523,421 shares; 2024Q4: 501,725 shares; 2025Q1: 631,124 shares; 2025Q2: 630,278 shares; 2025Q3: 617,926 shares; 2025Q4: 604,267 shares; 2026Q1: 596,392 shares; 2026Q2: 603,065 shares 603,065 $34.1M 2.11% +6,673 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: 22,058 shares; 2024Q4: 24,986 shares; 2025Q1: 125,677 shares; 2025Q2: 128,425 shares; 2025Q3: 131,291 shares; 2025Q4: 132,027 shares; 2026Q1: 131,812 shares; 2026Q2: 133,997 shares 133,997 $31.9M 1.98% +2,185 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: 17,203 shares; 2024Q4: 17,333 shares; 2025Q1: 76,260 shares; 2025Q2: 76,386 shares; 2025Q3: 75,362 shares; 2025Q4: 75,673 shares; 2026Q1: 75,620 shares; 2026Q2: 75,705 shares 75,705 $28.2M 1.75% +85 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,623,508 shares; 2024Q4: 3,272,608 shares; 2025Q1: 3,201,078 shares; 2025Q2: 2,892,203 shares; 2025Q3: 2,522,877 shares; 2025Q4: 2,469,105 shares; 2026Q1: 2,451,500 shares; 2026Q2: 2,259,024 shares 2,259,024 $25.5M 1.58% -192,476 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: 16,539 shares; 2024Q4: 16,955 shares; 2025Q1: 68,299 shares; 2025Q2: 74,556 shares; 2025Q3: 75,273 shares; 2025Q4: 73,107 shares; 2026Q1: 69,537 shares; 2026Q2: 70,013 shares 70,013 $25M 1.55% +476 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: not reported; 2024Q4: not reported; 2025Q1: 62,246 shares; 2025Q2: 63,937 shares; 2025Q3: 59,020 shares; 2025Q4: 31,975 shares; 2026Q1: 30,616 shares; 2026Q2: 21,164 shares 21,164 $24.4M 1.51% -9,452 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 184,966 shares; 2025Q2: 245,501 shares; 2025Q3: 295,800 shares; 2025Q4: 386,109 shares; 2026Q1: 438,178 shares; 2026Q2: 470,381 shares 470,381 $23.3M 1.44% +32,203 Timeline EIPI 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: 686,742 shares; 2024Q4: 737,747 shares; 2025Q1: 872,895 shares; 2025Q2: 892,783 shares; 2025Q3: 968,261 shares; 2025Q4: 992,672 shares; 2026Q1: 1,012,885 shares; 2026Q2: 1,023,734 shares 1,023,734 $22.4M 1.38% +10,849 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: 17,547 shares; 2024Q4: 34,649 shares; 2025Q1: 54,948 shares; 2025Q2: 54,866 shares; 2025Q3: 55,570 shares; 2025Q4: 55,568 shares; 2026Q1: 66,342 shares; 2026Q2: 63,911 shares 63,911 $21.8M 1.35% -2,431 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: 124,348 shares; 2024Q4: 124,791 shares; 2025Q1: 208,183 shares; 2025Q2: 212,689 shares; 2025Q3: 279,615 shares; 2025Q4: 278,128 shares; 2026Q1: 283,283 shares; 2026Q2: 284,111 shares 284,111 $21.5M 1.33% +828 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 763,691 shares; 2025Q2: 751,990 shares; 2025Q3: 748,007 shares; 2025Q4: 740,530 shares; 2026Q1: 734,966 shares; 2026Q2: 731,565 shares 731,565 $21.2M 1.31% -3,401 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: 35,108 shares; 2024Q4: 37,007 shares; 2025Q1: 45,994 shares; 2025Q2: 56,636 shares; 2025Q3: 87,067 shares; 2025Q4: 150,501 shares; 2026Q1: 174,201 shares; 2026Q2: 215,453 shares 215,453 $20.8M 1.29% +41,252 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: 105,395 shares; 2024Q4: 106,532 shares; 2025Q1: 146,830 shares; 2025Q2: 148,337 shares; 2025Q3: 149,454 shares; 2025Q4: 62,000 shares; 2026Q1: 149,385 shares; 2026Q2: 148,239 shares 148,239 $20.3M 1.25% -1,146 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: not reported; 2024Q4: not reported; 2025Q1: 165,311 shares; 2025Q2: 169,103 shares; 2025Q3: 169,093 shares; 2025Q4: 169,779 shares; 2026Q1: 167,939 shares; 2026Q2: 162,594 shares 162,594 $19.9M 1.23% -5,345 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: 16,967 shares; 2024Q4: 18,613 shares; 2025Q1: 20,010 shares; 2025Q2: 24,532 shares; 2025Q3: 26,470 shares; 2025Q4: 28,636 shares; 2026Q1: 31,421 shares; 2026Q2: 208,190 shares 208,190 $17.9M 1.11% +176,769 Timeline JFLX 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: 272,088 shares; 2025Q4: 331,187 shares; 2026Q1: 337,400 shares; 2026Q2: 354,302 shares 354,302 $17.9M 1.1% +16,902 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: not reported; 2024Q4: not reported; 2025Q1: 41,196 shares; 2025Q2: 46,481 shares; 2025Q3: 41,527 shares; 2025Q4: 80,074 shares; 2026Q1: 87,910 shares; 2026Q2: 89,224 shares 89,224 $17M 1.05% +1,314 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,990 shares; 2025Q2: 81,936 shares; 2025Q3: 82,761 shares; 2025Q4: 106,267 shares; 2026Q1: 117,833 shares; 2026Q2: 121,232 shares 121,232 $16.6M 1.02% +3,399 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: 20,028 shares; 2024Q4: 22,335 shares; 2025Q1: 28,505 shares; 2025Q2: 27,973 shares; 2025Q3: 33,014 shares; 2025Q4: 47,892 shares; 2026Q1: 65,960 shares; 2026Q2: 75,905 shares 75,905 $16.5M 1.02% +9,945 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,219 shares; 2025Q2: 10,825 shares; 2025Q3: 11,089 shares; 2025Q4: 10,624 shares; 2026Q1: 10,379 shares; 2026Q2: 8,289 shares 8,289 $16.5M 1.02% -2,090 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,748 shares; 2024Q4: 17,162 shares; 2025Q1: 63,205 shares; 2025Q2: 63,671 shares; 2025Q3: 64,475 shares; 2025Q4: 64,516 shares; 2026Q1: 63,693 shares; 2026Q2: 62,933 shares 62,933 $16M 0.99% -760 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: 1,053 shares; 2024Q4: not reported; 2025Q1: 59,870 shares; 2025Q2: 60,910 shares; 2025Q3: 60,845 shares; 2025Q4: 59,668 shares; 2026Q1: 60,168 shares; 2026Q2: 61,434 shares 61,434 $15.5M 0.96% +1,266 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 498,182 shares; 2026Q1: 1,292,404 shares; 2026Q2: 1,193,180 shares 1,193,180 $15.4M 0.95% -99,224 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: 9,762 shares; 2024Q4: 10,096 shares; 2025Q1: 46,984 shares; 2025Q2: 46,309 shares; 2025Q3: 45,158 shares; 2025Q4: 46,623 shares; 2026Q1: 45,295 shares; 2026Q2: 45,668 shares 45,668 $14.9M 0.92% +373 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,022 shares; 2025Q2: 35,855 shares; 2025Q3: 182,504 shares; 2025Q4: 187,599 shares; 2026Q1: 191,817 shares; 2026Q2: 260,680 shares 260,680 $13M 0.8% +68,863 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: 7,591 shares; 2024Q4: 7,603 shares; 2025Q1: 15,181 shares; 2025Q2: 16,782 shares; 2025Q3: 15,658 shares; 2025Q4: 15,855 shares; 2026Q1: 16,604 shares; 2026Q2: 17,288 shares 17,288 $12.9M 0.8% +684 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,491 shares; 2025Q2: 23,829 shares; 2025Q3: 24,492 shares; 2025Q4: 26,273 shares; 2026Q1: 133,775 shares; 2026Q2: 171,670 shares 171,670 $12.9M 0.8% +37,895 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: not reported; 2024Q4: not reported; 2025Q1: 174,286 shares; 2025Q2: 137,169 shares; 2025Q3: 144,228 shares; 2025Q4: 191,621 shares; 2026Q1: 209,670 shares; 2026Q2: 219,427 shares 219,427 $11.8M 0.73% +9,757 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: 10,019 shares; 2024Q4: 6,677 shares; 2025Q1: 19,229 shares; 2025Q2: 20,107 shares; 2025Q3: 19,197 shares; 2025Q4: 19,267 shares; 2026Q1: 19,687 shares; 2026Q2: 19,816 shares 19,816 $11.2M 0.69% +129 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: not reported; 2024Q4: not reported; 2025Q1: 117,105 shares; 2025Q2: 120,931 shares; 2025Q3: 120,738 shares; 2025Q4: 128,038 shares; 2026Q1: 128,474 shares; 2026Q2: 131,103 shares 131,103 $11M 0.68% +2,629 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: not reported; 2024Q4: not reported; 2025Q1: 34,166 shares; 2025Q2: 36,277 shares; 2025Q3: 37,766 shares; 2025Q4: 71,794 shares; 2026Q1: 72,639 shares; 2026Q2: 73,087 shares 73,087 $10.8M 0.67% +448 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: 5,384 shares; 2024Q4: 5,388 shares; 2025Q1: 44,777 shares; 2025Q2: 53,359 shares; 2025Q3: 54,477 shares; 2025Q4: 54,702 shares; 2026Q1: 56,268 shares; 2026Q2: 57,038 shares 57,038 $10.8M 0.67% +770 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: 153,700 shares; 2024Q4: 159,583 shares; 2025Q1: 159,935 shares; 2025Q2: 161,006 shares; 2025Q3: 159,131 shares; 2025Q4: 159,581 shares; 2026Q1: 159,273 shares; 2026Q2: 168,364 shares 168,364 $10.3M 0.64% +9,091 Timeline VNLA 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: 238,627 shares; 2024Q4: 169,154 shares; 2025Q1: 191,594 shares; 2025Q2: 193,450 shares; 2025Q3: 206,907 shares; 2025Q4: 214,268 shares; 2026Q1: 210,184 shares; 2026Q2: 207,321 shares 207,321 $10.1M 0.63% -2,863 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: 11,419 shares; 2024Q4: 14,048 shares; 2025Q1: 19,824 shares; 2025Q2: 21,323 shares; 2025Q3: 21,922 shares; 2025Q4: 24,539 shares; 2026Q1: 31,929 shares; 2026Q2: 42,528 shares 42,528 $9.05M 0.56% +10,599 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: not reported; 2024Q4: not reported; 2025Q1: 114,659 shares; 2025Q2: 116,325 shares; 2025Q3: 116,068 shares; 2025Q4: 116,337 shares; 2026Q1: 114,957 shares; 2026Q2: 115,195 shares 115,195 $8.73M 0.54% +238 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: not reported; 2024Q4: not reported; 2025Q1: 42,604 shares; 2025Q2: 42,613 shares; 2025Q3: 42,520 shares; 2025Q4: 69,616 shares; 2026Q1: 69,066 shares; 2026Q2: 68,834 shares 68,834 $8.7M 0.54% -232 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,982 shares; 2024Q4: 6,982 shares; 2025Q1: 16,464 shares; 2025Q2: 16,846 shares; 2025Q3: 16,746 shares; 2025Q4: 18,585 shares; 2026Q1: 17,697 shares; 2026Q2: 17,290 shares 17,290 $8.65M 0.54% -407 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,825 shares; 2025Q2: 61,451 shares; 2025Q3: 48,202 shares; 2025Q4: 45,399 shares; 2026Q1: 49,089 shares; 2026Q2: 52,966 shares 52,966 $8.4M 0.52% +3,877 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: not reported; 2024Q4: 763 shares; 2025Q1: 18,594 shares; 2025Q2: 19,538 shares; 2025Q3: 19,118 shares; 2025Q4: 21,061 shares; 2026Q1: 22,611 shares; 2026Q2: 99,235 shares 99,235 $8M 0.49% +76,624 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: 35,318 shares 35,318 $7.91M 0.49% new 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: 35,112 shares 35,112 $7.76M 0.48% new 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: not reported; 2025Q1: 169,830 shares; 2025Q2: 200,572 shares; 2025Q3: 214,440 shares; 2025Q4: 242,859 shares; 2026Q1: 265,223 shares; 2026Q2: 286,156 shares 286,156 $7.59M 0.47% +20,933 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: not reported; 2024Q4: not reported; 2025Q1: 606 shares; 2025Q2: 648 shares; 2025Q3: 642 shares; 2025Q4: 601 shares; 2026Q1: 8,859 shares; 2026Q2: 9,941 shares 9,941 $7.59M 0.47% +1,082 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: 3,289 shares; 2024Q4: 3,289 shares; 2025Q1: 11,843 shares; 2025Q2: 12,882 shares; 2025Q3: 12,995 shares; 2025Q4: 12,979 shares; 2026Q1: 11,804 shares; 2026Q2: 10,469 shares 10,469 $7.57M 0.47% -1,335 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 522,960 shares; 2024Q4: 272,880 shares; 2025Q1: 173,693 shares; 2025Q2: 174,421 shares; 2025Q3: 174,521 shares; 2025Q4: 202,821 shares; 2026Q1: 296,645 shares; 2026Q2: 296,650 shares 296,650 $7.49M 0.46% +5 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,365 shares; 2025Q2: 42,554 shares; 2025Q3: 51,451 shares; 2025Q4: 58,644 shares; 2026Q1: 67,436 shares; 2026Q2: 63,668 shares 63,668 $7.48M 0.46% -3,768 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,002 shares; 2025Q3: 52,800 shares; 2025Q4: 74,325 shares; 2026Q1: 82,470 shares; 2026Q2: 84,968 shares 84,968 $7.26M 0.45% +2,498 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,636 shares; 2025Q1: 20,192 shares; 2025Q2: 22,128 shares; 2025Q3: 22,461 shares; 2025Q4: 21,038 shares; 2026Q1: 19,563 shares; 2026Q2: 16,697 shares 16,697 $7.24M 0.45% -2,866 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: 2,380 shares; 2024Q4: 2,384 shares; 2025Q1: 17,048 shares; 2025Q2: 20,893 shares; 2025Q3: 18,981 shares; 2025Q4: 17,641 shares; 2026Q1: 17,590 shares; 2026Q2: 19,028 shares 19,028 $7.19M 0.44% +1,438 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,370 shares; 2025Q2: 33,122 shares; 2025Q3: 33,051 shares; 2025Q4: 33,159 shares; 2026Q1: 33,628 shares; 2026Q2: 34,727 shares 34,727 $6.97M 0.43% +1,099 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,800 shares; 2025Q2: 52,720 shares; 2025Q3: 52,720 shares; 2025Q4: 71,119 shares; 2026Q1: 101,231 shares; 2026Q2: 146,704 shares 146,704 $6.86M 0.42% +45,473 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: 76,565 shares; 2025Q4: 77,415 shares; 2026Q1: 78,016 shares; 2026Q2: 183,761 shares 183,761 $6.83M 0.42% +105,745 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: not reported; 2024Q4: not reported; 2025Q1: 47,100 shares; 2025Q2: 47,744 shares; 2025Q3: 54,979 shares; 2025Q4: 58,057 shares; 2026Q1: 64,082 shares; 2026Q2: 85,513 shares 85,513 $6.76M 0.42% +21,431 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: not reported; 2024Q4: not reported; 2025Q1: 67,277 shares; 2025Q2: 71,054 shares; 2025Q3: 73,898 shares; 2025Q4: 77,140 shares; 2026Q1: 77,194 shares; 2026Q2: 77,977 shares 77,977 $6.68M 0.41% +783 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,584 shares; 2025Q2: 28,510 shares; 2025Q3: 37,091 shares; 2025Q4: 34,910 shares; 2026Q1: 42,178 shares; 2026Q2: 75,471 shares 75,471 $6.52M 0.4% +33,293 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349,951 shares; 2024Q4: 1,282,010 shares; 2025Q1: 1,237,635 shares; 2025Q2: 1,237,635 shares; 2025Q3: 1,115,260 shares; 2025Q4: 1,055,260 shares; 2026Q1: 1,055,260 shares; 2026Q2: 1,055,260 shares 1,055,260 $6.47M 0.4% 0 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: 5,660 shares; 2024Q4: 5,708 shares; 2025Q1: 17,499 shares; 2025Q2: 17,685 shares; 2025Q3: 17,718 shares; 2025Q4: 17,506 shares; 2026Q1: 18,159 shares; 2026Q2: 18,046 shares 18,046 $6.36M 0.39% -113 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: 9,115 shares; 2024Q4: 9,115 shares; 2025Q1: 16,317 shares; 2025Q2: 16,332 shares; 2025Q3: 16,332 shares; 2025Q4: 16,880 shares; 2026Q1: 17,068 shares; 2026Q2: 17,016 shares 17,016 $6.27M 0.39% -52 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,162 shares; 2024Q4: 44,162 shares; 2025Q1: 44,210 shares; 2025Q2: 43,996 shares; 2025Q3: 44,022 shares; 2025Q4: 43,992 shares; 2026Q1: 43,838 shares; 2026Q2: 42,030 shares 42,030 $6.01M 0.37% -1,808 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,295 shares; 2025Q2: 65,468 shares; 2025Q3: 64,305 shares; 2025Q4: 64,649 shares; 2026Q1: 66,266 shares; 2026Q2: 54,028 shares 54,028 $5.79M 0.36% -12,238 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: not reported; 2024Q4: not reported; 2025Q1: 11,782 shares; 2025Q2: 11,747 shares; 2025Q3: 11,611 shares; 2025Q4: 10,604 shares; 2026Q1: 11,469 shares; 2026Q2: 9,352 shares 9,352 $5.43M 0.34% -2,117 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: 37,438 shares; 2024Q4: 36,799 shares; 2025Q1: 52,506 shares; 2025Q2: 52,086 shares; 2025Q3: 49,411 shares; 2025Q4: 48,646 shares; 2026Q1: 48,163 shares; 2026Q2: 45,665 shares 45,665 $5.37M 0.33% -2,498 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,898 shares; 2024Q4: 4,900 shares; 2025Q1: 13,587 shares; 2025Q2: 13,866 shares; 2025Q3: 14,299 shares; 2025Q4: 14,214 shares; 2026Q1: 13,777 shares; 2026Q2: 14,287 shares 14,287 $5.17M 0.32% +510 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: 3,130 shares; 2024Q4: 3,272 shares; 2025Q1: 7,769 shares; 2025Q2: 7,633 shares; 2025Q3: 7,644 shares; 2025Q4: 7,026 shares; 2026Q1: 7,024 shares; 2026Q2: 7,021 shares 7,021 $5.17M 0.32% -3 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: 22,154 shares; 2024Q4: 22,454 shares; 2025Q1: 38,103 shares; 2025Q2: 34,826 shares; 2025Q3: 40,355 shares; 2025Q4: 40,151 shares; 2026Q1: 41,318 shares; 2026Q2: 38,019 shares 38,019 $5.15M 0.32% -3,299 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: not reported; 2024Q4: not reported; 2025Q1: 17,732 shares; 2025Q2: 20,664 shares; 2025Q3: 19,432 shares; 2025Q4: 20,695 shares; 2026Q1: 18,677 shares; 2026Q2: 16,829 shares 16,829 $5.02M 0.31% -1,848 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: 32,386 shares; 2024Q4: 32,508 shares; 2025Q1: 47,989 shares; 2025Q2: 48,539 shares; 2025Q3: 50,199 shares; 2025Q4: 50,333 shares; 2026Q1: 50,822 shares; 2026Q2: 50,247 shares 50,247 $4.81M 0.3% -575 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: 8,859 shares; 2024Q4: 8,867 shares; 2025Q1: 14,861 shares; 2025Q2: 15,062 shares; 2025Q3: 15,043 shares; 2025Q4: 15,054 shares; 2026Q1: 14,509 shares; 2026Q2: 13,692 shares 13,692 $4.63M 0.29% -817 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: not reported; 2024Q4: not reported; 2025Q1: 11,510 shares; 2025Q2: 11,475 shares; 2025Q3: 10,710 shares; 2025Q4: 9,128 shares; 2026Q1: 8,984 shares; 2026Q2: 8,929 shares 8,929 $4.55M 0.28% -55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,249 shares; 2025Q3: 16,429 shares; 2025Q4: 16,051 shares; 2026Q1: 16,107 shares; 2026Q2: 13,460 shares 13,460 $4.51M 0.28% -2,647 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: 35,728 shares; 2024Q4: 35,751 shares; 2025Q1: 79,739 shares; 2025Q2: 79,875 shares; 2025Q3: 79,715 shares; 2025Q4: 80,013 shares; 2026Q1: 80,630 shares; 2026Q2: 77,971 shares 77,971 $4.44M 0.27% -2,659 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: 20,616 shares; 2024Q4: 20,616 shares; 2025Q1: 46,147 shares; 2025Q2: 47,067 shares; 2025Q3: 50,910 shares; 2025Q4: 47,874 shares; 2026Q1: 48,544 shares; 2026Q2: 50,432 shares 50,432 $4.43M 0.27% +1,888 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,553 shares; 2026Q2: 12,042 shares 12,042 $4.4M 0.27% +8,489 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,428 shares 35,428 $4.36M 0.27% new 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: not reported; 2024Q4: not reported; 2025Q1: 8,271 shares; 2025Q2: 8,246 shares; 2025Q3: 8,107 shares; 2025Q4: 8,186 shares; 2026Q1: 8,541 shares; 2026Q2: 8,466 shares 8,466 $4.35M 0.27% -75 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: 3,387 shares; 2024Q4: 3,598 shares; 2025Q1: 9,584 shares; 2025Q2: 9,812 shares; 2025Q3: 9,167 shares; 2025Q4: 9,464 shares; 2026Q1: 10,103 shares; 2026Q2: 10,243 shares 10,243 $4.31M 0.27% +140 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,618 shares; 2025Q2: 6,737 shares; 2025Q3: 6,397 shares; 2025Q4: 6,340 shares; 2026Q1: 6,118 shares; 2026Q2: 5,958 shares 5,958 $4.29M 0.27% -160 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: 2,361 shares; 2024Q4: 2,163 shares; 2025Q1: 2,492 shares; 2025Q2: 2,882 shares; 2025Q3: 18,174 shares; 2025Q4: 18,312 shares; 2026Q1: 18,294 shares; 2026Q2: 17,851 shares 17,851 $4.25M 0.26% -443 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: 11,004 shares; 2024Q4: 9,995 shares; 2025Q1: 32,219 shares; 2025Q2: 33,568 shares; 2025Q3: 33,105 shares; 2025Q4: 33,621 shares; 2026Q1: 34,829 shares; 2026Q2: 36,116 shares 36,116 $4.24M 0.26% +1,287 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,981 shares; 2025Q2: 36,401 shares; 2025Q3: 40,522 shares; 2025Q4: 42,354 shares; 2026Q1: 50,309 shares; 2026Q2: 44,853 shares 44,853 $4.24M 0.26% -5,456 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,117 shares; 2025Q2: 200,579 shares; 2025Q3: 200,735 shares; 2025Q4: 205,202 shares; 2026Q1: 212,632 shares; 2026Q2: 213,101 shares 213,101 $4.18M 0.26% +469 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: not reported; 2024Q4: not reported; 2025Q1: 47,197 shares; 2025Q2: 48,590 shares; 2025Q3: 49,213 shares; 2025Q4: 48,978 shares; 2026Q1: 49,754 shares; 2026Q2: 52,532 shares 52,532 $4.11M 0.25% +2,778 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: 28,068 shares; 2024Q4: 28,108 shares; 2025Q1: 92,743 shares; 2025Q2: 89,582 shares; 2025Q3: 76,394 shares; 2025Q4: 70,853 shares; 2026Q1: 66,409 shares; 2026Q2: 36,268 shares 36,268 $4.11M 0.25% -30,141 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: not reported; 2024Q4: not reported; 2025Q1: 5,457 shares; 2025Q2: 4,005 shares; 2025Q3: 4,026 shares; 2025Q4: 4,943 shares; 2026Q1: 11,081 shares; 2026Q2: 11,059 shares 11,059 $4.09M 0.25% -22 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: not reported; 2024Q4: not reported; 2025Q1: 13,267 shares; 2025Q2: 26,284 shares; 2025Q3: 28,060 shares; 2025Q4: 30,248 shares; 2026Q1: 30,055 shares; 2026Q2: 32,081 shares 32,081 $4.06M 0.25% +2,026 Timeline STRZ STARZ ENTERTAINMENT CORP. More: the full row for STARZ ENTERTAINMENT CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 386,779 shares; 2025Q3: 340,326 shares; 2025Q4: 136,228 shares; 2026Q1: 140,528 shares; 2026Q2: 140,528 shares 140,528 $4.06M 0.25% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,556 shares; 2025Q2: 23,036 shares; 2025Q3: 23,054 shares; 2025Q4: 23,011 shares; 2026Q1: 22,947 shares; 2026Q2: 22,607 shares 22,607 $3.99M 0.25% -340 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: 37,054 shares; 2024Q4: 36,330 shares; 2025Q1: 38,147 shares; 2025Q2: 37,785 shares; 2025Q3: 35,545 shares; 2025Q4: 35,251 shares; 2026Q1: 34,480 shares; 2026Q2: 33,450 shares 33,450 $3.96M 0.24% -1,030 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: 53,240 shares; 2024Q4: 50,195 shares; 2025Q1: 54,690 shares; 2025Q2: 54,201 shares; 2025Q3: 49,389 shares; 2025Q4: 47,981 shares; 2026Q1: 46,823 shares; 2026Q2: 43,078 shares 43,078 $3.95M 0.24% -3,745 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,324 shares; 2025Q2: 19,510 shares; 2025Q3: 20,153 shares; 2025Q4: 21,597 shares; 2026Q1: 22,983 shares; 2026Q2: 23,203 shares 23,203 $3.89M 0.24% +220 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: 5,750 shares; 2024Q4: 5,665 shares; 2025Q1: 12,219 shares; 2025Q2: 12,516 shares; 2025Q3: 12,346 shares; 2025Q4: 13,629 shares; 2026Q1: 13,673 shares; 2026Q2: 13,802 shares 13,802 $3.88M 0.24% +129 Timeline XBI 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: 14,093 shares; 2024Q4: 13,166 shares; 2025Q1: 31,810 shares; 2025Q2: 30,399 shares; 2025Q3: 22,629 shares; 2025Q4: 24,383 shares; 2026Q1: 24,590 shares; 2026Q2: 24,521 shares 24,521 $3.88M 0.24% -69 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,500 shares; 2024Q4: 44,150 shares; 2025Q1: 43,894 shares; 2025Q2: 43,217 shares; 2025Q3: 37,303 shares; 2025Q4: 36,316 shares; 2026Q1: 35,845 shares; 2026Q2: 34,460 shares 34,460 $3.84M 0.24% -1,385 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 133,939 shares 133,939 $3.83M 0.24% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 6,827 shares; 2025Q2: 5,377 shares; 2025Q3: 4,165 shares; 2025Q4: 18,559 shares; 2026Q1: 19,737 shares; 2026Q2: 20,007 shares 20,007 $3.81M 0.24% +270 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: not reported; 2024Q4: not reported; 2025Q1: 3,337 shares; 2025Q2: 3,338 shares; 2025Q3: 3,333 shares; 2025Q4: 3,342 shares; 2026Q1: 3,364 shares; 2026Q2: 3,358 shares 3,358 $3.8M 0.24% -6 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: not reported; 2024Q4: not reported; 2025Q1: 9,788 shares; 2025Q2: 10,254 shares; 2025Q3: 10,207 shares; 2025Q4: 10,005 shares; 2026Q1: 9,932 shares; 2026Q2: 9,935 shares 9,935 $3.71M 0.23% +3 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,833 shares; 2025Q2: 19,393 shares; 2025Q3: 24,013 shares; 2025Q4: 29,000 shares; 2026Q1: 37,820 shares; 2026Q2: 40,723 shares 40,723 $3.66M 0.23% +2,903 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: 1,323 shares; 2024Q4: 1,428 shares; 2025Q1: 3,888 shares; 2025Q2: 4,036 shares; 2025Q3: 4,092 shares; 2025Q4: 4,306 shares; 2026Q1: 4,186 shares; 2026Q2: 3,802 shares 3,802 $3.56M 0.22% -384 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,384 shares; 2026Q1: 40,502 shares; 2026Q2: 39,973 shares 39,973 $3.54M 0.22% -529 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: 10,952 shares; 2024Q4: 10,641 shares; 2025Q1: 23,695 shares; 2025Q2: 24,131 shares; 2025Q3: 24,340 shares; 2025Q4: 23,561 shares; 2026Q1: 25,385 shares; 2026Q2: 24,080 shares 24,080 $3.53M 0.22% -1,305 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: 3,818 shares; 2024Q4: 3,783 shares; 2025Q1: 9,523 shares; 2025Q2: 9,874 shares; 2025Q3: 9,713 shares; 2025Q4: 9,360 shares; 2026Q1: 10,003 shares; 2026Q2: 9,845 shares 9,845 $3.38M 0.21% -158 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,091 shares; 2026Q1: 75,684 shares; 2026Q2: 114,559 shares 114,559 $3.36M 0.21% +38,875 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: 4,405 shares; 2024Q4: 4,405 shares; 2025Q1: 15,694 shares; 2025Q2: 16,298 shares; 2025Q3: 18,072 shares; 2025Q4: 17,965 shares; 2026Q1: 18,610 shares; 2026Q2: 20,267 shares 20,267 $3.36M 0.21% +1,657 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: not reported; 2024Q4: not reported; 2025Q1: 16,059 shares; 2025Q2: 16,795 shares; 2025Q3: 17,098 shares; 2025Q4: 17,146 shares; 2026Q1: 16,378 shares; 2026Q2: 18,232 shares 18,232 $3.3M 0.2% +1,854 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: not reported; 2024Q4: not reported; 2025Q1: 11,266 shares; 2025Q2: 7,296 shares; 2025Q3: 6,559 shares; 2025Q4: 43,260 shares; 2026Q1: 56,811 shares; 2026Q2: 56,768 shares 56,768 $3.27M 0.2% -43 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: not reported; 2024Q4: not reported; 2025Q1: 6,537 shares; 2025Q2: 6,589 shares; 2025Q3: 6,476 shares; 2025Q4: 7,106 shares; 2026Q1: 7,381 shares; 2026Q2: 7,656 shares 7,656 $3.26M 0.2% +275 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478,022 shares; 2024Q4: 463,580 shares; 2025Q1: 565,579 shares; 2025Q2: 535,006 shares; 2025Q3: 534,769 shares; 2025Q4: 453,828 shares; 2026Q1: 406,970 shares; 2026Q2: 414,174 shares 414,174 $3.18M 0.2% +7,204 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,200 shares; 2025Q4: 20,260 shares; 2026Q1: 22,193 shares; 2026Q2: 19,416 shares 19,416 $3.18M 0.2% -2,777 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,099 shares; 2025Q2: 33,905 shares; 2025Q3: 33,905 shares; 2025Q4: 33,953 shares; 2026Q1: 33,511 shares; 2026Q2: 33,746 shares 33,746 $3.15M 0.19% +235 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,402 shares; 2025Q2: 24,491 shares; 2025Q3: 24,496 shares; 2025Q4: 24,442 shares; 2026Q1: 24,264 shares; 2026Q2: 24,650 shares 24,650 $3.11M 0.19% +386 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: 3,668 shares; 2024Q4: 3,638 shares; 2025Q1: 12,573 shares; 2025Q2: 12,859 shares; 2025Q3: 12,650 shares; 2025Q4: 12,530 shares; 2026Q1: 12,872 shares; 2026Q2: 11,407 shares 11,407 $3.08M 0.19% -1,465 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,109 shares; 2025Q2: 22,961 shares; 2025Q3: 24,459 shares; 2025Q4: 26,954 shares; 2026Q1: 27,651 shares; 2026Q2: 25,873 shares 25,873 $3.08M 0.19% -1,778 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,137 shares; 2025Q2: 9,815 shares; 2025Q3: 9,777 shares; 2025Q4: 9,798 shares; 2026Q1: 9,688 shares; 2026Q2: 8,899 shares 8,899 $3.07M 0.19% -789 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: not reported; 2024Q4: not reported; 2025Q1: 19,340 shares; 2025Q2: 21,119 shares; 2025Q3: 21,072 shares; 2025Q4: 22,096 shares; 2026Q1: 23,677 shares; 2026Q2: 26,002 shares 26,002 $3.05M 0.19% +2,325 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: not reported; 2024Q4: not reported; 2025Q1: 34,161 shares; 2025Q2: 34,759 shares; 2025Q3: 35,496 shares; 2025Q4: 38,377 shares; 2026Q1: 40,483 shares; 2026Q2: 39,546 shares 39,546 $3.05M 0.19% -937 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: 4,110 shares; 2024Q4: 5,499 shares; 2025Q1: 8,351 shares; 2025Q2: 8,315 shares; 2025Q3: 9,095 shares; 2025Q4: 13,132 shares; 2026Q1: 26,490 shares; 2026Q2: 36,671 shares 36,671 $3.04M 0.19% +10,181 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 5 shares; 2026Q2: 4 shares 4 $3M 0.19% -1 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: 544 shares; 2024Q4: 660 shares; 2025Q1: 2,164 shares; 2025Q2: 2,364 shares; 2025Q3: 2,240 shares; 2025Q4: 2,231 shares; 2026Q1: 2,326 shares; 2026Q2: 2,467 shares 2,467 $2.96M 0.18% +141 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,307 shares 57,307 $2.91M 0.18% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,180 shares; 2025Q2: 26,134 shares; 2025Q3: 26,439 shares; 2025Q4: 26,529 shares; 2026Q1: 26,380 shares; 2026Q2: 26,572 shares 26,572 $2.91M 0.18% +192 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,075 shares 33,075 $2.87M 0.18% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,449 shares; 2025Q4: 54,590 shares; 2026Q1: 56,298 shares; 2026Q2: 63,245 shares 63,245 $2.87M 0.18% +6,947 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,696 shares; 2024Q4: 2,701 shares; 2025Q1: 17,983 shares; 2025Q2: 17,922 shares; 2025Q3: 17,828 shares; 2025Q4: 18,544 shares; 2026Q1: 18,079 shares; 2026Q2: 17,654 shares 17,654 $2.86M 0.18% -425 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: 646 shares; 2024Q4: not reported; 2025Q1: 4,446 shares; 2025Q2: 3,781 shares; 2025Q3: 5,500 shares; 2025Q4: 5,217 shares; 2026Q1: 5,300 shares; 2026Q2: 5,694 shares 5,694 $2.85M 0.18% +394 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: not reported; 2024Q4: not reported; 2025Q1: 19,858 shares; 2025Q2: 16,725 shares; 2025Q3: 18,613 shares; 2025Q4: 28,151 shares; 2026Q1: 29,323 shares; 2026Q2: 27,329 shares 27,329 $2.8M 0.17% -1,994 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: not reported; 2024Q4: not reported; 2025Q1: 20,458 shares; 2025Q2: 17,950 shares; 2025Q3: 18,724 shares; 2025Q4: 17,974 shares; 2026Q1: 16,227 shares; 2026Q2: 18,236 shares 18,236 $2.76M 0.17% +2,009 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: not reported; 2024Q4: not reported; 2025Q1: 5,997 shares; 2025Q2: 2,866 shares; 2025Q3: 2,657 shares; 2025Q4: 2,572 shares; 2026Q1: not reported; 2026Q2: 25,540 shares 25,540 $2.75M 0.17% new Timeline DNA GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,190 shares; 2024Q4: 276,817 shares; 2025Q1: 276,817 shares; 2025Q2: 276,817 shares; 2025Q3: 276,817 shares; 2025Q4: 276,817 shares; 2026Q1: 276,817 shares; 2026Q2: 276,817 shares 276,817 $2.74M 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: 8,784 shares; 2025Q2: 7,906 shares; 2025Q3: 8,121 shares; 2025Q4: 8,173 shares; 2026Q1: 8,228 shares; 2026Q2: 8,045 shares 8,045 $2.74M 0.17% -183 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: 26,943 shares; 2024Q4: 27,040 shares; 2025Q1: 38,254 shares; 2025Q2: 38,902 shares; 2025Q3: 38,421 shares; 2025Q4: 38,014 shares; 2026Q1: 37,242 shares; 2026Q2: 33,501 shares 33,501 $2.72M 0.17% -3,741 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: 9,737 shares; 2024Q4: 10,427 shares; 2025Q1: 51,837 shares; 2025Q2: 27,920 shares; 2025Q3: 28,890 shares; 2025Q4: 26,800 shares; 2026Q1: 21,049 shares; 2026Q2: 21,141 shares 21,141 $2.72M 0.17% +92 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I 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: 29,408 shares; 2025Q4: 32,164 shares; 2026Q1: 32,719 shares; 2026Q2: 32,867 shares 32,867 $2.69M 0.17% +148 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,005 shares; 2025Q2: 16,487 shares; 2025Q3: 16,115 shares; 2025Q4: 15,607 shares; 2026Q1: 15,307 shares; 2026Q2: 14,592 shares 14,592 $2.66M 0.16% -715 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: 10,343 shares; 2024Q4: 10,343 shares; 2025Q1: 11,234 shares; 2025Q2: 11,742 shares; 2025Q3: 11,466 shares; 2025Q4: 10,473 shares; 2026Q1: 10,470 shares; 2026Q2: 10,325 shares 10,325 $2.64M 0.16% -145 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: 6,063 shares; 2024Q4: 6,063 shares; 2025Q1: 11,562 shares; 2025Q2: 11,035 shares; 2025Q3: 10,562 shares; 2025Q4: 10,487 shares; 2026Q1: 10,410 shares; 2026Q2: 10,410 shares 10,410 $2.63M 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: 20,411 shares; 2025Q2: 20,450 shares; 2025Q3: 20,179 shares; 2025Q4: 19,854 shares; 2026Q1: 19,323 shares; 2026Q2: 13,818 shares 13,818 $2.55M 0.16% -5,505 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,307 shares; 2026Q2: 124,322 shares 124,322 $2.52M 0.16% +89,015 Timeline SKLZ FIRY INC More: the full row for FIRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,008 shares; 2024Q4: 247,008 shares; 2025Q1: 247,008 shares; 2025Q2: 247,008 shares; 2025Q3: 247,008 shares; 2025Q4: 247,008 shares; 2026Q1: 247,008 shares; 2026Q2: 247,008 shares 247,008 $2.51M 0.16% 0 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: 31,797 shares; 2024Q4: 31,797 shares; 2025Q1: 31,848 shares; 2025Q2: 33,010 shares; 2025Q3: 32,996 shares; 2025Q4: 32,894 shares; 2026Q1: 31,797 shares; 2026Q2: 31,797 shares 31,797 $2.51M 0.15% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,017 shares; 2024Q4: 765 shares; 2025Q1: 2,325 shares; 2025Q2: 2,479 shares; 2025Q3: 2,522 shares; 2025Q4: 3,676 shares; 2026Q1: 3,692 shares; 2026Q2: 3,636 shares 3,636 $2.5M 0.15% -56 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,303 shares; 2025Q2: 21,842 shares; 2025Q3: 22,058 shares; 2025Q4: 22,145 shares; 2026Q1: 22,175 shares; 2026Q2: 21,815 shares 21,815 $2.47M 0.15% -360 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,107 shares; 2025Q2: 77,125 shares; 2025Q3: 81,761 shares; 2025Q4: 83,526 shares; 2026Q1: 83,932 shares; 2026Q2: 90,808 shares 90,808 $2.41M 0.15% +6,876 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,329 shares; 2025Q2: 58,491 shares; 2025Q3: 58,023 shares; 2025Q4: 61,409 shares; 2026Q1: 21,536 shares; 2026Q2: 20,654 shares 20,654 $2.39M 0.15% -882 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: 14,029 shares; 2024Q4: 14,072 shares; 2025Q1: 47,628 shares; 2025Q2: 49,966 shares; 2025Q3: 50,689 shares; 2025Q4: 50,495 shares; 2026Q1: 54,360 shares; 2026Q2: 55,232 shares 55,232 $2.34M 0.14% +872 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: not reported; 2024Q4: not reported; 2025Q1: 96,443 shares; 2025Q2: 96,026 shares; 2025Q3: 98,968 shares; 2025Q4: 99,416 shares; 2026Q1: 110,578 shares; 2026Q2: 114,571 shares 114,571 $2.33M 0.14% +3,993 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,931 shares; 2025Q2: 2,034 shares; 2025Q3: 5,423 shares; 2025Q4: 5,693 shares; 2026Q1: 5,661 shares; 2026Q2: 5,596 shares 5,596 $2.28M 0.14% -65 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: 990 shares; 2024Q4: 991 shares; 2025Q1: 6,513 shares; 2025Q2: 2,311 shares; 2025Q3: 2,301 shares; 2025Q4: 2,306 shares; 2026Q1: 2,390 shares; 2026Q2: 2,203 shares 2,203 $2.23M 0.14% -187 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,835 shares; 2025Q2: 32,745 shares; 2025Q3: 31,576 shares; 2025Q4: 33,721 shares; 2026Q1: 42,625 shares; 2026Q2: 90,759 shares 90,759 $2.19M 0.14% +48,134 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: not reported; 2024Q4: not reported; 2025Q1: 7,422 shares; 2025Q2: 7,878 shares; 2025Q3: 8,172 shares; 2025Q4: 8,389 shares; 2026Q1: 8,761 shares; 2026Q2: 9,616 shares 9,616 $2.12M 0.13% +855 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: 783 shares; 2024Q4: 784 shares; 2025Q1: 8,673 shares; 2025Q2: 9,931 shares; 2025Q3: 9,873 shares; 2025Q4: 10,330 shares; 2026Q1: 13,718 shares; 2026Q2: 13,476 shares 13,476 $2.11M 0.13% -242 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS 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: 8,592 shares; 2025Q4: 9,709 shares; 2026Q1: 9,831 shares; 2026Q2: 9,748 shares 9,748 $2.11M 0.13% -83 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,589 shares; 2025Q2: 34,946 shares; 2025Q3: 41,131 shares; 2025Q4: 51,916 shares; 2026Q1: 60,623 shares; 2026Q2: 60,935 shares 60,935 $2.1M 0.13% +312 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: not reported; 2024Q4: not reported; 2025Q1: 1,616 shares; 2025Q2: 1,634 shares; 2025Q3: 1,824 shares; 2025Q4: 1,819 shares; 2026Q1: 1,945 shares; 2026Q2: 1,974 shares 1,974 $2.1M 0.13% +29 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,813 shares; 2024Q4: 58,539 shares; 2025Q1: 59,539 shares; 2025Q2: 59,105 shares; 2025Q3: 56,137 shares; 2025Q4: 55,211 shares; 2026Q1: 53,163 shares; 2026Q2: 49,352 shares 49,352 $2.08M 0.13% -3,811 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: 7,246 shares; 2024Q4: 7,546 shares; 2025Q1: 7,860 shares; 2025Q2: 7,996 shares; 2025Q3: 8,152 shares; 2025Q4: 9,426 shares; 2026Q1: 9,371 shares; 2026Q2: 9,434 shares 9,434 $2.04M 0.13% +63 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: 17,283 shares; 2024Q4: 17,333 shares; 2025Q1: 22,926 shares; 2025Q2: 21,130 shares; 2025Q3: 16,234 shares; 2025Q4: 16,560 shares; 2026Q1: 14,732 shares; 2026Q2: 14,514 shares 14,514 $2.03M 0.13% -218 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 936 shares; 2026Q1: not reported; 2026Q2: 10,028 shares 10,028 $2.02M 0.13% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,098 shares; 2025Q3: 2,043 shares; 2025Q4: 2,012 shares; 2026Q1: 2,038 shares; 2026Q2: 2,092 shares 2,092 $2.02M 0.12% +54 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,395 shares; 2025Q2: 20,035 shares; 2025Q3: 59,055 shares; 2025Q4: 60,608 shares; 2026Q1: 60,612 shares; 2026Q2: 60,682 shares 60,682 $2.01M 0.12% +70 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,369 shares; 2024Q4: 1,359 shares; 2025Q1: 1,706 shares; 2025Q2: 1,836 shares; 2025Q3: 1,815 shares; 2025Q4: 18,348 shares; 2026Q1: 27,206 shares; 2026Q2: 27,970 shares 27,970 $2M 0.12% +764 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,892 shares; 2025Q4: 24,344 shares; 2026Q1: 28,807 shares; 2026Q2: 29,144 shares 29,144 $1.99M 0.12% +337 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,862 shares; 2025Q2: 116,284 shares; 2025Q3: 172,602 shares; 2025Q4: 173,968 shares; 2026Q1: 174,428 shares; 2026Q2: 175,514 shares 175,514 $1.95M 0.12% +1,086 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,295 shares; 2025Q2: 1,340 shares; 2025Q3: 1,324 shares; 2025Q4: 4,892 shares; 2026Q1: 6,894 shares; 2026Q2: 7,422 shares 7,422 $1.94M 0.12% +528 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,519 shares; 2025Q2: 23,089 shares; 2025Q3: 24,432 shares; 2025Q4: 24,887 shares; 2026Q1: 25,121 shares; 2026Q2: 24,834 shares 24,834 $1.92M 0.12% -287 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,002 shares; 2025Q2: 32,603 shares; 2025Q3: 32,900 shares; 2025Q4: 35,838 shares; 2026Q1: 36,101 shares; 2026Q2: 37,164 shares 37,164 $1.89M 0.12% +1,063 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: 11,291 shares; 2024Q4: 11,791 shares; 2025Q1: 13,661 shares; 2025Q2: 14,361 shares; 2025Q3: 35,863 shares; 2025Q4: 38,175 shares; 2026Q1: 38,788 shares; 2026Q2: 35,395 shares 35,395 $1.89M 0.12% -3,393 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: 40,369 shares; 2024Q4: 37,862 shares; 2025Q1: 241,068 shares; 2025Q2: 177,250 shares; 2025Q3: 136,246 shares; 2025Q4: 106,438 shares; 2026Q1: 104,583 shares; 2026Q2: 78,442 shares 78,442 $1.89M 0.12% -26,141 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,281 shares 20,281 $1.87M 0.12% new 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: 3,371 shares; 2024Q4: 3,404 shares; 2025Q1: 8,772 shares; 2025Q2: 8,890 shares; 2025Q3: 8,904 shares; 2025Q4: 8,843 shares; 2026Q1: 9,124 shares; 2026Q2: 6,837 shares 6,837 $1.86M 0.12% -2,287 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: 12,257 shares; 2024Q4: 12,488 shares; 2025Q1: 20,188 shares; 2025Q2: 19,885 shares; 2025Q3: 19,065 shares; 2025Q4: 19,141 shares; 2026Q1: 19,302 shares; 2026Q2: 18,958 shares 18,958 $1.82M 0.11% -344 Timeline QNT QUANTINUUM INC More: the full row for QUANTINUUM 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: 22,180 shares 22,180 $1.81M 0.11% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,584 shares; 2024Q4: 1,587 shares; 2025Q1: 7,771 shares; 2025Q2: 7,919 shares; 2025Q3: 7,837 shares; 2025Q4: 7,204 shares; 2026Q1: 7,382 shares; 2026Q2: 7,992 shares 7,992 $1.79M 0.11% +610 Timeline GSC 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: not reported; 2024Q4: not reported; 2025Q1: 35,683 shares; 2025Q2: 28,650 shares; 2025Q3: 27,667 shares; 2025Q4: 26,961 shares; 2026Q1: 25,872 shares; 2026Q2: 25,573 shares 25,573 $1.77M 0.11% -299 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,083 shares; 2025Q2: 58,274 shares; 2025Q3: 59,308 shares; 2025Q4: 61,348 shares; 2026Q1: 65,756 shares; 2026Q2: 69,628 shares 69,628 $1.73M 0.11% +3,872 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: not reported; 2024Q4: not reported; 2025Q1: 4,793 shares; 2025Q2: 4,764 shares; 2025Q3: 4,330 shares; 2025Q4: 4,293 shares; 2026Q1: 4,433 shares; 2026Q2: 4,434 shares 4,434 $1.71M 0.11% +1 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,260 shares; 2026Q2: 2,261 shares 2,261 $1.71M 0.11% +1 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: 566 shares; 2024Q4: 537 shares; 2025Q1: 2,980 shares; 2025Q2: 2,196 shares; 2025Q3: 2,016 shares; 2025Q4: 2,043 shares; 2026Q1: 2,488 shares; 2026Q2: 2,284 shares 2,284 $1.71M 0.11% -204 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,618 shares; 2025Q2: 20,695 shares; 2025Q3: 21,076 shares; 2025Q4: 23,439 shares; 2026Q1: 26,701 shares; 2026Q2: 27,319 shares 27,319 $1.66M 0.1% +618 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,314 shares; 2025Q2: 4,378 shares; 2025Q3: 4,384 shares; 2025Q4: 4,476 shares; 2026Q1: 4,578 shares; 2026Q2: 4,025 shares 4,025 $1.62M 0.1% -553 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,535 shares; 2024Q4: 10,644 shares; 2025Q1: 11,491 shares; 2025Q2: 12,085 shares; 2025Q3: 17,454 shares; 2025Q4: 16,358 shares; 2026Q1: 18,233 shares; 2026Q2: 23,826 shares 23,826 $1.58M 0.1% +5,593 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,855 shares; 2025Q4: 39,354 shares; 2026Q1: 49,587 shares; 2026Q2: 61,915 shares 61,915 $1.56M 0.1% +12,328 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: not reported; 2024Q4: not reported; 2025Q1: 3,051 shares; 2025Q2: 3,488 shares; 2025Q3: 4,887 shares; 2025Q4: 5,567 shares; 2026Q1: 5,929 shares; 2026Q2: 6,386 shares 6,386 $1.55M 0.1% +457 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: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: 3,401 shares; 2025Q2: 3,168 shares; 2025Q3: 3,121 shares; 2025Q4: 3,113 shares; 2026Q1: 3,088 shares; 2026Q2: 12,225 shares 12,225 $1.52M 0.09% +9,137 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: not reported; 2024Q4: not reported; 2025Q1: 2,669 shares; 2025Q2: 3,130 shares; 2025Q3: 2,948 shares; 2025Q4: 3,085 shares; 2026Q1: 3,398 shares; 2026Q2: 3,174 shares 3,174 $1.52M 0.09% -224 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: 489 shares; 2024Q4: 489 shares; 2025Q1: 559 shares; 2025Q2: 590 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 423 shares; 2026Q2: 5,020 shares 5,020 $1.51M 0.09% +4,597 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: not reported; 2024Q4: not reported; 2025Q1: 9,885 shares; 2025Q2: 10,188 shares; 2025Q3: 11,120 shares; 2025Q4: 11,251 shares; 2026Q1: 12,269 shares; 2026Q2: 12,880 shares 12,880 $1.5M 0.09% +611 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: 4,013 shares; 2024Q4: 4,021 shares; 2025Q1: 16,848 shares; 2025Q2: 17,380 shares; 2025Q3: 17,819 shares; 2025Q4: 17,958 shares; 2026Q1: 18,826 shares; 2026Q2: 18,391 shares 18,391 $1.43M 0.09% -435 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,439 shares; 2024Q4: 7,414 shares; 2025Q1: 7,426 shares; 2025Q2: 7,414 shares; 2025Q3: 7,296 shares; 2025Q4: 7,020 shares; 2026Q1: 6,342 shares; 2026Q2: 6,160 shares 6,160 $1.42M 0.09% -182 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: not reported; 2024Q4: not reported; 2025Q1: 3,460 shares; 2025Q2: 3,540 shares; 2025Q3: 3,552 shares; 2025Q4: 3,550 shares; 2026Q1: 3,657 shares; 2026Q2: 3,397 shares 3,397 $1.41M 0.09% -260 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,014 shares; 2024Q4: 2,690 shares; 2025Q1: 4,150 shares; 2025Q2: 4,359 shares; 2025Q3: 4,287 shares; 2025Q4: 4,258 shares; 2026Q1: 4,513 shares; 2026Q2: 4,262 shares 4,262 $1.41M 0.09% -251 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: not reported; 2024Q4: 360 shares; 2025Q1: 1,451 shares; 2025Q2: 1,506 shares; 2025Q3: 1,456 shares; 2025Q4: 1,502 shares; 2026Q1: 1,482 shares; 2026Q2: 11,438 shares 11,438 $1.37M 0.08% +9,956 Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,500 shares; 2024Q4: 39,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,000 shares; 2025Q3: 37,000 shares; 2025Q4: 37,000 shares; 2026Q1: 37,000 shares; 2026Q2: 37,000 shares 37,000 $1.36M 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: 6,855 shares; 2025Q2: 6,935 shares; 2025Q3: 6,859 shares; 2025Q4: 6,857 shares; 2026Q1: 6,829 shares; 2026Q2: 6,266 shares 6,266 $1.34M 0.08% -563 Timeline PRAX PRAXIS PRECISION MEDICINES I More: the full row for PRAXIS PRECISION MEDICINES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,846 shares; 2024Q4: 3,846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,846 shares; 2025Q4: 4,154 shares; 2026Q1: 3,906 shares; 2026Q2: 3,846 shares 3,846 $1.29M 0.08% -60 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,126 shares; 2025Q2: 15,203 shares; 2025Q3: 15,203 shares; 2025Q4: 15,604 shares; 2026Q1: 15,606 shares; 2026Q2: 15,678 shares 15,678 $1.29M 0.08% +72 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: 28,477 shares; 2024Q4: 28,576 shares; 2025Q1: 39,339 shares; 2025Q2: 51,467 shares; 2025Q3: 52,719 shares; 2025Q4: 58,860 shares; 2026Q1: 64,329 shares; 2026Q2: 61,745 shares 61,745 $1.28M 0.08% -2,584 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,688 shares; 2024Q4: 35,588 shares; 2025Q1: 38,388 shares; 2025Q2: 38,467 shares; 2025Q3: 38,870 shares; 2025Q4: 37,688 shares; 2026Q1: 35,688 shares; 2026Q2: 35,688 shares 35,688 $1.26M 0.08% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,722 shares; 2025Q2: 6,766 shares; 2025Q3: 5,779 shares; 2025Q4: 5,891 shares; 2026Q1: 6,325 shares; 2026Q2: 7,364 shares 7,364 $1.24M 0.08% +1,039 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,050 shares; 2025Q2: 16,398 shares; 2025Q3: 16,459 shares; 2025Q4: 16,526 shares; 2026Q1: 16,400 shares; 2026Q2: 14,575 shares 14,575 $1.23M 0.08% -1,825 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: not reported; 2024Q4: not reported; 2025Q1: 6,328 shares; 2025Q2: 6,417 shares; 2025Q3: 6,512 shares; 2025Q4: 6,674 shares; 2026Q1: 7,135 shares; 2026Q2: 9,073 shares 9,073 $1.23M 0.08% +1,938 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,128 shares; 2025Q2: 11,020 shares; 2025Q3: 10,889 shares; 2025Q4: 10,827 shares; 2026Q1: 11,000 shares; 2026Q2: 10,478 shares 10,478 $1.16M 0.07% -522 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: not reported; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 955 shares; 2025Q3: 971 shares; 2025Q4: 959 shares; 2026Q1: 969 shares; 2026Q2: 979 shares 979 $1.15M 0.07% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,329 shares; 2025Q4: 5,029 shares; 2026Q1: 5,115 shares; 2026Q2: 5,153 shares 5,153 $1.14M 0.07% +38 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,736 shares; 2025Q3: not reported; 2025Q4: 14,656 shares; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $1.13M 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,351 shares; 2025Q2: 5,069 shares; 2025Q3: 4,979 shares; 2025Q4: 5,011 shares; 2026Q1: 4,788 shares; 2026Q2: 4,600 shares 4,600 $1.13M 0.07% -188 Timeline JSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,151 shares; 2026Q2: 22,070 shares 22,070 $1.13M 0.07% +15,919 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,368 shares; 2025Q2: 10,154 shares; 2025Q3: 10,537 shares; 2025Q4: 8,710 shares; 2026Q1: 12,284 shares; 2026Q2: 11,760 shares 11,760 $1.11M 0.07% -524 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: 3,007 shares; 2024Q4: 3,511 shares; 2025Q1: 10,903 shares; 2025Q2: 22,880 shares; 2025Q3: 19,341 shares; 2025Q4: 8,503 shares; 2026Q1: 7,803 shares; 2026Q2: 7,559 shares 7,559 $1.11M 0.07% -244 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: not reported; 2024Q4: not reported; 2025Q1: 3,355 shares; 2025Q2: 4,430 shares; 2025Q3: 3,973 shares; 2025Q4: 4,107 shares; 2026Q1: 4,270 shares; 2026Q2: 5,228 shares 5,228 $1.09M 0.07% +958 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,306 shares; 2026Q2: 6,403 shares 6,403 $1.09M 0.07% +97 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: not reported; 2024Q4: not reported; 2025Q1: 25,925 shares; 2025Q2: 26,419 shares; 2025Q3: 26,314 shares; 2025Q4: 26,971 shares; 2026Q1: 26,513 shares; 2026Q2: 11,965 shares 11,965 $1.09M 0.07% -14,548 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: not reported; 2024Q4: not reported; 2025Q1: 9,189 shares; 2025Q2: 9,006 shares; 2025Q3: 8,866 shares; 2025Q4: 8,831 shares; 2026Q1: 7,698 shares; 2026Q2: 7,710 shares 7,710 $1.08M 0.07% +12 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,274 shares; 2025Q1: 22,224 shares; 2025Q2: 22,959 shares; 2025Q3: 35,130 shares; 2025Q4: 20,483 shares; 2026Q1: 24,969 shares; 2026Q2: 32,270 shares 32,270 $1.07M 0.07% +7,301 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: not reported; 2024Q4: not reported; 2025Q1: 3,882 shares; 2025Q2: 3,762 shares; 2025Q3: 3,763 shares; 2025Q4: 4,302 shares; 2026Q1: 4,573 shares; 2026Q2: 4,540 shares 4,540 $1.07M 0.07% -33 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,959 shares; 2025Q2: 7,044 shares; 2025Q3: 7,274 shares; 2025Q4: 7,109 shares; 2026Q1: 7,088 shares; 2026Q2: 6,210 shares 6,210 $1.07M 0.07% -878 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: not reported; 2024Q4: not reported; 2025Q1: 3,791 shares; 2025Q2: 3,849 shares; 2025Q3: 3,813 shares; 2025Q4: 3,792 shares; 2026Q1: 3,755 shares; 2026Q2: 2,143 shares 2,143 $1.05M 0.07% -1,612 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,462 shares; 2026Q1: 2,469 shares; 2026Q2: 2,122 shares 2,122 $1.04M 0.06% -347 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,515 shares; 2025Q2: 1,370 shares; 2025Q3: 1,364 shares; 2025Q4: 1,482 shares; 2026Q1: 1,484 shares; 2026Q2: 1,478 shares 1,478 $1.04M 0.06% -6 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,743 shares; 2025Q2: 10,780 shares; 2025Q3: 10,604 shares; 2025Q4: 10,587 shares; 2026Q1: 48,602 shares; 2026Q2: 23,959 shares 23,959 $1.02M 0.06% -24,643 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: not reported; 2024Q4: not reported; 2025Q1: 7,053 shares; 2025Q2: 7,406 shares; 2025Q3: 7,435 shares; 2025Q4: 7,438 shares; 2026Q1: 7,542 shares; 2026Q2: 7,407 shares 7,407 $1.02M 0.06% -135 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,521 shares; 2026Q2: 1,614 shares 1,614 $1.01M 0.06% +93 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,447 shares; 2025Q2: 6,339 shares; 2025Q3: 4,460 shares; 2025Q4: 3,173 shares; 2026Q1: 3,174 shares; 2026Q2: 3,185 shares 3,185 $997K 0.06% +11 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,194 shares; 2025Q2: 3,224 shares; 2025Q3: 3,213 shares; 2025Q4: 3,216 shares; 2026Q1: 3,234 shares; 2026Q2: 3,335 shares 3,335 $969K 0.06% +101 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,149 shares; 2025Q2: 2,080 shares; 2025Q3: 2,569 shares; 2025Q4: 2,575 shares; 2026Q1: 2,615 shares; 2026Q2: 2,319 shares 2,319 $966K 0.06% -296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 731 shares; 2025Q4: not reported; 2026Q1: 3,851 shares; 2026Q2: 3,408 shares 3,408 $950K 0.06% -443 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: 1,495 shares; 2024Q4: 1,497 shares; 2025Q1: 3,536 shares; 2025Q2: 3,595 shares; 2025Q3: 3,466 shares; 2025Q4: 3,473 shares; 2026Q1: 2,562 shares; 2026Q2: 2,021 shares 2,021 $927K 0.06% -541 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: 7,921 shares; 2025Q2: 8,758 shares; 2025Q3: 11,478 shares; 2025Q4: 12,808 shares; 2026Q1: 16,306 shares; 2026Q2: 18,611 shares 18,611 $918K 0.06% +2,305 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 882 shares; 2025Q3: 809 shares; 2025Q4: 822 shares; 2026Q1: 783 shares; 2026Q2: 951 shares 951 $914K 0.06% +168 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,165 shares; 2025Q2: 10,018 shares; 2025Q3: 10,017 shares; 2025Q4: 10,148 shares; 2026Q1: 9,924 shares; 2026Q2: 4,831 shares 4,831 $895K 0.06% -5,093 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: not reported; 2024Q4: not reported; 2025Q1: 4,999 shares; 2025Q2: 5,263 shares; 2025Q3: 5,216 shares; 2025Q4: 4,859 shares; 2026Q1: 6,647 shares; 2026Q2: 9,013 shares 9,013 $886K 0.05% +2,366 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: 1,141 shares; 2024Q4: 1,167 shares; 2025Q1: 6,067 shares; 2025Q2: 5,303 shares; 2025Q3: 1,985 shares; 2025Q4: 2,061 shares; 2026Q1: 2,185 shares; 2026Q2: 2,128 shares 2,128 $884K 0.05% -57 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,162 shares; 2025Q2: 2,194 shares; 2025Q3: 2,207 shares; 2025Q4: 2,229 shares; 2026Q1: 2,197 shares; 2026Q2: 1,112 shares 1,112 $884K 0.05% -1,085 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: not reported; 2024Q4: not reported; 2025Q1: 14,396 shares; 2025Q2: 14,840 shares; 2025Q3: 16,624 shares; 2025Q4: 16,977 shares; 2026Q1: 16,752 shares; 2026Q2: 16,290 shares 16,290 $883K 0.05% -462 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: not reported; 2024Q4: not reported; 2025Q1: 779 shares; 2025Q2: 801 shares; 2025Q3: 754 shares; 2025Q4: 789 shares; 2026Q1: 756 shares; 2026Q2: 903 shares 903 $883K 0.05% +147 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 2,755 shares; 2026Q1: 4,160 shares; 2026Q2: 4,856 shares 4,856 $872K 0.05% +696 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: not reported; 2024Q4: not reported; 2025Q1: 3,794 shares; 2025Q2: 3,894 shares; 2025Q3: 3,884 shares; 2025Q4: 3,904 shares; 2026Q1: 3,904 shares; 2026Q2: 3,878 shares 3,878 $864K 0.05% -26 Timeline IAUI 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: 9,155 shares; 2025Q4: 13,037 shares; 2026Q1: 17,056 shares; 2026Q2: 17,535 shares 17,535 $850K 0.05% +479 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: not reported; 2024Q4: not reported; 2025Q1: 5,377 shares; 2025Q2: 8,034 shares; 2025Q3: 8,251 shares; 2025Q4: 9,072 shares; 2026Q1: 11,107 shares; 2026Q2: 11,070 shares 11,070 $843K 0.05% -37 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: not reported; 2024Q4: not reported; 2025Q1: 2,285 shares; 2025Q2: 2,340 shares; 2025Q3: 2,585 shares; 2025Q4: 2,607 shares; 2026Q1: 2,721 shares; 2026Q2: 2,425 shares 2,425 $835K 0.05% -296 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: 9,519 shares; 2024Q4: 9,519 shares; 2025Q1: 9,748 shares; 2025Q2: 3,295 shares; 2025Q3: 3,164 shares; 2025Q4: 3,220 shares; 2026Q1: 3,034 shares; 2026Q2: 6,118 shares 6,118 $835K 0.05% +3,084 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,921 shares; 2024Q4: 4,921 shares; 2025Q1: 5,054 shares; 2025Q2: 5,054 shares; 2025Q3: 5,103 shares; 2025Q4: 5,103 shares; 2026Q1: 4,921 shares; 2026Q2: 4,921 shares 4,921 $820K 0.05% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 871 shares; 2025Q2: 885 shares; 2025Q3: 874 shares; 2025Q4: 870 shares; 2026Q1: 874 shares; 2026Q2: 784 shares 784 $818K 0.05% -90 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: not reported; 2024Q4: not reported; 2025Q1: 2,992 shares; 2025Q2: 3,041 shares; 2025Q3: 3,045 shares; 2025Q4: 3,066 shares; 2026Q1: 2,986 shares; 2026Q2: 2,573 shares 2,573 $810K 0.05% -413 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,338 shares; 2025Q1: 64,233 shares; 2025Q2: 74,140 shares; 2025Q3: 3,300 shares; 2025Q4: 2,463 shares; 2026Q1: not reported; 2026Q2: 2,716 shares 2,716 $809K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 10,522 shares; 2025Q2: 11,721 shares; 2025Q3: 6,833 shares; 2025Q4: 7,033 shares; 2026Q1: 8,503 shares; 2026Q2: 6,925 shares 6,925 $808K 0.05% -1,578 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,146 shares; 2025Q3: 11,067 shares; 2025Q4: 10,892 shares; 2026Q1: 10,050 shares; 2026Q2: 10,050 shares 10,050 $807K 0.05% 0 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,076 shares; 2026Q1: 70,214 shares; 2026Q2: 20,321 shares 20,321 $802K 0.05% -49,893 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,878 shares; 2025Q3: 9,354 shares; 2025Q4: 12,243 shares; 2026Q1: 14,243 shares; 2026Q2: 14,680 shares 14,680 $793K 0.05% +437 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,915 shares; 2025Q2: 3,813 shares; 2025Q3: 2,455 shares; 2025Q4: 1,945 shares; 2026Q1: 1,928 shares; 2026Q2: 1,633 shares 1,633 $790K 0.05% -295 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: 5,894 shares; 2024Q4: 5,900 shares; 2025Q1: 5,972 shares; 2025Q2: 6,152 shares; 2025Q3: 6,329 shares; 2025Q4: 6,135 shares; 2026Q1: 5,693 shares; 2026Q2: 4,910 shares 4,910 $785K 0.05% -783 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: not reported; 2024Q4: not reported; 2025Q1: 2,201 shares; 2025Q2: 2,274 shares; 2025Q3: 2,193 shares; 2025Q4: 2,179 shares; 2026Q1: 2,181 shares; 2026Q2: 2,190 shares 2,190 $776K 0.05% +9 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: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 481 shares; 2025Q3: 488 shares; 2025Q4: 486 shares; 2026Q1: 488 shares; 2026Q2: 561 shares 561 $775K 0.05% +73 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: 7,596 shares; 2024Q4: 7,596 shares; 2025Q1: 7,644 shares; 2025Q2: 7,886 shares; 2025Q3: 7,800 shares; 2025Q4: 7,761 shares; 2026Q1: 7,398 shares; 2026Q2: 7,239 shares 7,239 $770K 0.05% -159 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,551 shares; 2025Q2: 27,555 shares; 2025Q3: 27,560 shares; 2025Q4: 27,565 shares; 2026Q1: 27,570 shares; 2026Q2: 27,655 shares 27,655 $763K 0.05% +85 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,786 shares; 2024Q4: 1,786 shares; 2025Q1: 2,725 shares; 2025Q2: 2,805 shares; 2025Q3: 2,948 shares; 2025Q4: 2,892 shares; 2026Q1: 2,947 shares; 2026Q2: 2,939 shares 2,939 $751K 0.05% -8 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,257 shares; 2025Q2: 9,344 shares; 2025Q3: 9,265 shares; 2025Q4: 9,299 shares; 2026Q1: 9,206 shares; 2026Q2: 9,226 shares 9,226 $749K 0.05% +20 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: not reported; 2024Q4: not reported; 2025Q1: 2,365 shares; 2025Q2: 2,225 shares; 2025Q3: 2,197 shares; 2025Q4: 2,552 shares; 2026Q1: 2,474 shares; 2026Q2: 2,456 shares 2,456 $744K 0.05% -18 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: not reported; 2024Q4: not reported; 2025Q1: 3,494 shares; 2025Q2: 3,662 shares; 2025Q3: 3,651 shares; 2025Q4: 3,637 shares; 2026Q1: 4,180 shares; 2026Q2: 7,232 shares 7,232 $739K 0.05% +3,052 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: 552 shares; 2024Q4: 552 shares; 2025Q1: 629 shares; 2025Q2: 652 shares; 2025Q3: 634 shares; 2025Q4: 629 shares; 2026Q1: 552 shares; 2026Q2: 553 shares 553 $736K 0.05% +1 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: 3,649 shares; 2024Q4: 3,659 shares; 2025Q1: 14,978 shares; 2025Q2: 15,229 shares; 2025Q3: 14,951 shares; 2025Q4: 12,727 shares; 2026Q1: 14,492 shares; 2026Q2: 12,567 shares 12,567 $727K 0.04% -1,925 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: 10,552 shares; 2024Q4: 10,552 shares; 2025Q1: 13,414 shares; 2025Q2: 14,079 shares; 2025Q3: 8,161 shares; 2025Q4: 8,158 shares; 2026Q1: 8,458 shares; 2026Q2: 8,688 shares 8,688 $718K 0.04% +230 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,346 shares; 2024Q4: 2,346 shares; 2025Q1: 4,881 shares; 2025Q2: 4,862 shares; 2025Q3: 5,105 shares; 2025Q4: 5,117 shares; 2026Q1: 5,071 shares; 2026Q2: 5,010 shares 5,010 $717K 0.04% -61 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: not reported; 2024Q4: not reported; 2025Q1: 7,284 shares; 2025Q2: 8,585 shares; 2025Q3: 7,498 shares; 2025Q4: 7,278 shares; 2026Q1: 7,003 shares; 2026Q2: 6,920 shares 6,920 $716K 0.04% -83 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: not reported; 2024Q4: not reported; 2025Q1: 10,617 shares; 2025Q2: 10,486 shares; 2025Q3: 7,956 shares; 2025Q4: 8,196 shares; 2026Q1: 8,677 shares; 2026Q2: 11,798 shares 11,798 $713K 0.04% +3,121 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: not reported; 2024Q4: not reported; 2025Q1: 4,542 shares; 2025Q2: 4,602 shares; 2025Q3: 4,576 shares; 2025Q4: 5,518 shares; 2026Q1: 4,398 shares; 2026Q2: 3,077 shares 3,077 $706K 0.04% -1,321 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,533 shares; 2025Q2: 27,958 shares; 2025Q3: 28,892 shares; 2025Q4: 30,501 shares; 2026Q1: 23,821 shares; 2026Q2: 23,890 shares 23,890 $693K 0.04% +69 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: not reported; 2024Q4: not reported; 2025Q1: 4,275 shares; 2025Q2: 4,371 shares; 2025Q3: 4,496 shares; 2025Q4: 3,631 shares; 2026Q1: 2,822 shares; 2026Q2: 2,538 shares 2,538 $686K 0.04% -284 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: not reported; 2024Q4: not reported; 2025Q1: 2,076 shares; 2025Q2: 2,078 shares; 2025Q3: 4,058 shares; 2025Q4: 4,129 shares; 2026Q1: 5,037 shares; 2026Q2: 6,324 shares 6,324 $681K 0.04% +1,287 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,091 shares; 2025Q2: 6,137 shares; 2025Q3: 6,114 shares; 2025Q4: 6,085 shares; 2026Q1: 5,873 shares; 2026Q2: 5,221 shares 5,221 $677K 0.04% -652 Timeline BNDI 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: 13,030 shares; 2025Q4: 14,457 shares; 2026Q1: 14,005 shares; 2026Q2: 14,305 shares 14,305 $673K 0.04% +300 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,318 shares; 2024Q4: 2,454 shares; 2025Q1: 6,281 shares; 2025Q2: 6,072 shares; 2025Q3: 5,865 shares; 2025Q4: 6,311 shares; 2026Q1: 6,156 shares; 2026Q2: 6,396 shares 6,396 $665K 0.04% +240 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,452 shares; 2025Q2: 9,570 shares; 2025Q3: 9,545 shares; 2025Q4: 9,557 shares; 2026Q1: 9,775 shares; 2026Q2: 8,340 shares 8,340 $657K 0.04% -1,435 Timeline SCMB 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: 48,528 shares; 2025Q2: 47,202 shares; 2025Q3: 24,726 shares; 2025Q4: 25,274 shares; 2026Q1: 25,293 shares; 2026Q2: 25,418 shares 25,418 $656K 0.04% +125 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: not reported; 2024Q4: not reported; 2025Q1: 4,084 shares; 2025Q2: 4,091 shares; 2025Q3: 3,938 shares; 2025Q4: 3,852 shares; 2026Q1: 3,947 shares; 2026Q2: 3,925 shares 3,925 $654K 0.04% -22 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,561 shares; 2025Q2: 7,058 shares; 2025Q3: 6,558 shares; 2025Q4: 6,789 shares; 2026Q1: 8,713 shares; 2026Q2: 8,665 shares 8,665 $654K 0.04% -48 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,019 shares; 2025Q2: 10,157 shares; 2025Q3: 10,123 shares; 2025Q4: 10,277 shares; 2026Q1: 10,281 shares; 2026Q2: 9,188 shares 9,188 $648K 0.04% -1,093 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,720 shares; 2026Q2: 12,784 shares 12,784 $645K 0.04% +64 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,438 shares; 2024Q4: 1,212 shares; 2025Q1: 2,719 shares; 2025Q2: 3,383 shares; 2025Q3: 2,779 shares; 2025Q4: 3,606 shares; 2026Q1: 2,862 shares; 2026Q2: 2,654 shares 2,654 $643K 0.04% -208 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,388 shares; 2025Q4: 2,495 shares; 2026Q1: 2,638 shares; 2026Q2: 3,650 shares 3,650 $640K 0.04% +1,012 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,189 shares; 2025Q2: 24,506 shares; 2025Q3: 19,657 shares; 2025Q4: 19,866 shares; 2026Q1: 15,093 shares; 2026Q2: 13,331 shares 13,331 $640K 0.04% -1,762 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,720 shares; 2026Q1: not reported; 2026Q2: 1,484 shares 1,484 $640K 0.04% new 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: 5,159 shares; 2024Q4: 5,459 shares; 2025Q1: 6,428 shares; 2025Q2: 6,945 shares; 2025Q3: 24,500 shares; 2025Q4: 25,446 shares; 2026Q1: 26,574 shares; 2026Q2: 8,749 shares 8,749 $631K 0.04% -17,825 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,415 shares; 2024Q4: 9,415 shares; 2025Q1: 11,382 shares; 2025Q2: 11,190 shares; 2025Q3: 11,060 shares; 2025Q4: 11,060 shares; 2026Q1: 9,415 shares; 2026Q2: 9,415 shares 9,415 $631K 0.04% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,085 shares; 2025Q2: 16,834 shares; 2025Q3: 10,587 shares; 2025Q4: 14,817 shares; 2026Q1: 9,128 shares; 2026Q2: 9,029 shares 9,029 $627K 0.04% -99 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,214 shares; 2025Q1: 25,663 shares; 2025Q2: 25,663 shares; 2025Q3: 30,517 shares; 2025Q4: 30,517 shares; 2026Q1: 34,180 shares; 2026Q2: 32,801 shares 32,801 $625K 0.04% -1,379 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,084 shares; 2025Q1: 15,125 shares; 2025Q2: 21,037 shares; 2025Q3: 21,079 shares; 2025Q4: 23,967 shares; 2026Q1: 24,006 shares; 2026Q2: 24,048 shares 24,048 $619K 0.04% +42 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,295 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,021 shares; 2026Q1: 991 shares; 2026Q2: 991 shares 991 $618K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,917 shares; 2025Q2: 5,072 shares; 2025Q3: 5,141 shares; 2025Q4: 5,347 shares; 2026Q1: 5,260 shares; 2026Q2: 4,690 shares 4,690 $617K 0.04% -570 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,735 shares; 2026Q1: 14,935 shares; 2026Q2: 15,965 shares 15,965 $606K 0.04% +1,030 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,376 shares; 2025Q2: 8,391 shares; 2025Q3: 8,384 shares; 2025Q4: 8,414 shares; 2026Q1: 8,197 shares; 2026Q2: 7,704 shares 7,704 $603K 0.04% -493 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: not reported; 2024Q4: not reported; 2025Q1: 5,982 shares; 2025Q2: 6,270 shares; 2025Q3: 7,536 shares; 2025Q4: 7,658 shares; 2026Q1: 8,041 shares; 2026Q2: 8,290 shares 8,290 $591K 0.04% +249 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: 1,061 shares; 2024Q4: 1,076 shares; 2025Q1: 2,165 shares; 2025Q2: 2,207 shares; 2025Q3: 1,908 shares; 2025Q4: 1,968 shares; 2026Q1: 1,946 shares; 2026Q2: 1,869 shares 1,869 $588K 0.04% -77 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,043 shares; 2024Q4: 8,043 shares; 2025Q1: 8,112 shares; 2025Q2: 8,112 shares; 2025Q3: 8,112 shares; 2025Q4: 8,112 shares; 2026Q1: 8,043 shares; 2026Q2: 8,043 shares 8,043 $584K 0.04% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,728 shares; 2025Q3: 15,728 shares; 2025Q4: 15,824 shares; 2026Q1: 15,626 shares; 2026Q2: 15,657 shares 15,657 $576K 0.04% +31 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: not reported; 2024Q4: not reported; 2025Q1: 11,213 shares; 2025Q2: 10,010 shares; 2025Q3: 9,979 shares; 2025Q4: 9,591 shares; 2026Q1: 2,947 shares; 2026Q2: 2,534 shares 2,534 $575K 0.04% -413 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: not reported; 2024Q4: not reported; 2025Q1: 3,813 shares; 2025Q2: 3,856 shares; 2025Q3: 3,846 shares; 2025Q4: 3,867 shares; 2026Q1: 3,818 shares; 2026Q2: 3,346 shares 3,346 $569K 0.04% -472 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,975 shares; 2025Q2: 2,112 shares; 2025Q3: 2,006 shares; 2025Q4: 2,257 shares; 2026Q1: 1,953 shares; 2026Q2: 1,958 shares 1,958 $559K 0.03% +5 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: not reported; 2024Q4: not reported; 2025Q1: 6,563 shares; 2025Q2: 6,829 shares; 2025Q3: 7,464 shares; 2025Q4: 7,381 shares; 2026Q1: 7,342 shares; 2026Q2: 7,758 shares 7,758 $558K 0.03% +416 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,204 shares; 2024Q4: 1,144 shares; 2025Q1: 2,213 shares; 2025Q2: 2,644 shares; 2025Q3: 2,514 shares; 2025Q4: 2,685 shares; 2026Q1: 2,613 shares; 2026Q2: 2,546 shares 2,546 $556K 0.03% -67 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,417 shares; 2025Q2: 16,269 shares; 2025Q3: 2,847 shares; 2025Q4: 2,190 shares; 2026Q1: 2,226 shares; 2026Q2: 2,309 shares 2,309 $549K 0.03% +83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 1,334 shares; 2025Q4: 2,722 shares; 2026Q1: 1,334 shares; 2026Q2: 1,334 shares 1,334 $546K 0.03% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,884 shares; 2025Q2: 1,824 shares; 2025Q3: 1,804 shares; 2025Q4: 1,804 shares; 2026Q1: 1,818 shares; 2026Q2: 1,816 shares 1,816 $546K 0.03% -2 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,734 shares; 2025Q2: 6,728 shares; 2025Q3: 6,769 shares; 2025Q4: 6,769 shares; 2026Q1: 6,078 shares; 2026Q2: 5,851 shares 5,851 $545K 0.03% -227 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,929 shares; 2025Q2: 3,986 shares; 2025Q3: 4,011 shares; 2025Q4: 3,998 shares; 2026Q1: 3,975 shares; 2026Q2: 3,970 shares 3,970 $544K 0.03% -5 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: not reported; 2024Q4: not reported; 2025Q1: 25,120 shares; 2025Q2: 25,174 shares; 2025Q3: 25,729 shares; 2025Q4: 26,412 shares; 2026Q1: 26,495 shares; 2026Q2: 27,634 shares 27,634 $540K 0.03% +1,139 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,073 shares; 2025Q2: 4,077 shares; 2025Q3: 4,080 shares; 2025Q4: 4,085 shares; 2026Q1: 3,908 shares; 2026Q2: 19,557 shares 19,557 $536K 0.03% +15,649 Timeline TV GRUPO TELEVISA S A B More: the full row for GRUPO TELEVISA S A B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,372 shares; 2024Q4: 103,224 shares; 2025Q1: 103,224 shares; 2025Q2: 151,093 shares; 2025Q3: 151,093 shares; 2025Q4: 151,093 shares; 2026Q1: 151,093 shares; 2026Q2: 197,693 shares 197,693 $536K 0.03% +46,600 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: not reported; 2024Q4: not reported; 2025Q1: 3,302 shares; 2025Q2: 3,202 shares; 2025Q3: 3,202 shares; 2025Q4: 3,202 shares; 2026Q1: 3,211 shares; 2026Q2: 3,211 shares 3,211 $529K 0.03% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,649 shares; 2024Q4: 80,811 shares; 2025Q1: 36,984 shares; 2025Q2: 28,695 shares; 2025Q3: 27,624 shares; 2025Q4: 25,839 shares; 2026Q1: 25,462 shares; 2026Q2: 25,462 shares 25,462 $522K 0.03% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,788 shares; 2025Q2: 2,841 shares; 2025Q3: 2,857 shares; 2025Q4: 2,865 shares; 2026Q1: 2,860 shares; 2026Q2: 2,475 shares 2,475 $521K 0.03% -385 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,357 shares; 2024Q4: 16,357 shares; 2025Q1: 16,357 shares; 2025Q2: 16,357 shares; 2025Q3: 16,607 shares; 2025Q4: 16,907 shares; 2026Q1: 16,357 shares; 2026Q2: 17,057 shares 17,057 $517K 0.03% +700 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: not reported; 2024Q4: not reported; 2025Q1: 11,205 shares; 2025Q2: 10,224 shares; 2025Q3: 10,963 shares; 2025Q4: 10,262 shares; 2026Q1: 10,295 shares; 2026Q2: 13,766 shares 13,766 $506K 0.03% +3,471 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 10,627 shares; 2026Q1: 7,211 shares; 2026Q2: 14,551 shares 14,551 $497K 0.03% +7,340 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613 shares; 2024Q4: 1,613 shares; 2025Q1: 2,835 shares; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares; 2025Q4: 2,769 shares; 2026Q1: 2,765 shares; 2026Q2: 2,765 shares 2,765 $496K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,704 shares; 2025Q2: 2,704 shares; 2025Q3: 1,883 shares; 2025Q4: 1,883 shares; 2026Q1: 2,425 shares; 2026Q2: 2,179 shares 2,179 $495K 0.03% -246 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,606 shares; 2026Q1: 19,781 shares; 2026Q2: 18,906 shares 18,906 $491K 0.03% -875 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,049 shares; 2024Q4: 1,099 shares; 2025Q1: 2,534 shares; 2025Q2: 2,497 shares; 2025Q3: 2,333 shares; 2025Q4: 2,449 shares; 2026Q1: 2,582 shares; 2026Q2: 2,571 shares 2,571 $490K 0.03% -11 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111 shares; 2025Q4: 1,479 shares; 2026Q1: 1,678 shares; 2026Q2: 1,815 shares 1,815 $488K 0.03% +137 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,874 shares; 2025Q2: 16,935 shares; 2025Q3: 16,235 shares; 2025Q4: 16,121 shares; 2026Q1: 16,030 shares; 2026Q2: 13,929 shares 13,929 $485K 0.03% -2,101 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,959 shares; 2025Q4: 3,190 shares; 2026Q1: 3,563 shares; 2026Q2: 3,338 shares 3,338 $483K 0.03% -225 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,432 shares; 2025Q4: 3,432 shares; 2026Q1: 5,651 shares; 2026Q2: 6,255 shares 6,255 $481K 0.03% +604 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 5,817 shares 5,817 $475K 0.03% new Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,780 shares; 2025Q2: 10,793 shares; 2025Q3: 10,802 shares; 2025Q4: 10,812 shares; 2026Q1: 10,822 shares; 2026Q2: 10,833 shares 10,833 $474K 0.03% +11 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,484 shares; 2025Q2: 5,484 shares; 2025Q3: 5,484 shares; 2025Q4: 5,484 shares; 2026Q1: 5,484 shares; 2026Q2: 5,484 shares 5,484 $469K 0.03% 0 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,664 shares; 2024Q4: 47,664 shares; 2025Q1: 47,664 shares; 2025Q2: 47,664 shares; 2025Q3: 47,664 shares; 2025Q4: 47,664 shares; 2026Q1: 47,664 shares; 2026Q2: 47,664 shares 47,664 $464K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 581 shares; 2025Q2: 605 shares; 2025Q3: 594 shares; 2025Q4: 602 shares; 2026Q1: 699 shares; 2026Q2: 730 shares 730 $463K 0.03% +31 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,162 shares; 2025Q2: 23,236 shares; 2025Q3: 23,236 shares; 2025Q4: 23,236 shares; 2026Q1: 37,420 shares; 2026Q2: 37,420 shares 37,420 $461K 0.03% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,790 shares 2,790 $461K 0.03% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,208 shares; 2025Q2: 1,206 shares; 2025Q3: 1,197 shares; 2025Q4: 1,246 shares; 2026Q1: 1,276 shares; 2026Q2: 1,282 shares 1,282 $457K 0.03% +6 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: not reported; 2024Q4: not reported; 2025Q1: 11,164 shares; 2025Q2: 11,167 shares; 2025Q3: 11,170 shares; 2025Q4: 11,172 shares; 2026Q1: 12,597 shares; 2026Q2: 12,246 shares 12,246 $451K 0.03% -351 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,750 shares; 2025Q2: 87,025 shares; 2025Q3: 91,675 shares; 2025Q4: 53,830 shares; 2026Q1: 55,730 shares; 2026Q2: 55,838 shares 55,838 $447K 0.03% +108 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,104 shares; 2026Q2: 2,420 shares 2,420 $432K 0.03% +316 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,769 shares; 2025Q2: 11,134 shares; 2025Q3: 10,944 shares; 2025Q4: 10,944 shares; 2026Q1: 10,888 shares; 2026Q2: 10,905 shares 10,905 $431K 0.03% +17 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,964 shares; 2025Q2: 10,965 shares; 2025Q3: 10,857 shares; 2025Q4: 10,857 shares; 2026Q1: 10,944 shares; 2026Q2: 10,945 shares 10,945 $419K 0.03% +1 Timeline BSMR 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: 8,554 shares; 2025Q3: 10,272 shares; 2025Q4: 11,463 shares; 2026Q1: 14,216 shares; 2026Q2: 17,720 shares 17,720 $419K 0.03% +3,504 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: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,656 shares; 2025Q2: 1,674 shares; 2025Q3: 1,657 shares; 2025Q4: 1,690 shares; 2026Q1: 1,483 shares; 2026Q2: 1,484 shares 1,484 $416K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,158 shares; 2026Q1: 1,887 shares; 2026Q2: 1,890 shares 1,890 $415K 0.03% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 516 shares; 2025Q4: 548 shares; 2026Q1: 732 shares; 2026Q2: 798 shares 798 $414K 0.03% +66 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 676 shares; 2025Q2: 744 shares; 2025Q3: 629 shares; 2025Q4: 540 shares; 2026Q1: 508 shares; 2026Q2: 499 shares 499 $414K 0.03% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: 678 shares; 2025Q4: 673 shares; 2026Q1: 827 shares; 2026Q2: 834 shares 834 $413K 0.03% +7 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: not reported; 2025Q1: 1,218 shares; 2025Q2: 1,218 shares; 2025Q3: 1,042 shares; 2025Q4: 1,024 shares; 2026Q1: 962 shares; 2026Q2: 962 shares 962 $409K 0.03% 0 Timeline BSMS 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: 8,913 shares; 2025Q4: 10,415 shares; 2026Q1: 13,777 shares; 2026Q2: 17,348 shares 17,348 $407K 0.03% +3,571 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,921 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares; 2025Q4: 1,560 shares; 2026Q1: 1,698 shares; 2026Q2: 1,667 shares 1,667 $404K 0.02% -31 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,158 shares; 2025Q2: 3,453 shares; 2025Q3: 3,315 shares; 2025Q4: 3,236 shares; 2026Q1: 3,301 shares; 2026Q2: 3,181 shares 3,181 $402K 0.02% -120 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: not reported; 2024Q4: not reported; 2025Q1: 8,603 shares; 2025Q2: 8,302 shares; 2025Q3: 8,748 shares; 2025Q4: 8,467 shares; 2026Q1: 8,326 shares; 2026Q2: 8,438 shares 8,438 $401K 0.02% +112 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,942 shares; 2025Q3: 5,067 shares; 2025Q4: 5,067 shares; 2026Q1: 4,942 shares; 2026Q2: 4,942 shares 4,942 $400K 0.02% 0 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: not reported; 2025Q3: 4,707 shares; 2025Q4: 3,780 shares; 2026Q1: 4,100 shares; 2026Q2: 3,928 shares 3,928 $399K 0.02% -172 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,973 shares; 2026Q2: 16,973 shares 16,973 $399K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,592 shares; 2025Q2: 1,592 shares; 2025Q3: 1,852 shares; 2025Q4: 3,172 shares; 2026Q1: 2,555 shares; 2026Q2: 2,519 shares 2,519 $398K 0.02% -36 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,286 shares; 2025Q2: 3,318 shares; 2025Q3: 3,329 shares; 2025Q4: 3,362 shares; 2026Q1: 3,293 shares; 2026Q2: 2,879 shares 2,879 $397K 0.02% -414 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: not reported; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $392K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,321 shares; 2025Q2: 2,321 shares; 2025Q3: 2,321 shares; 2025Q4: 2,321 shares; 2026Q1: 2,403 shares; 2026Q2: 2,503 shares 2,503 $391K 0.02% +100 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: not reported; 2024Q4: not reported; 2025Q1: 3,362 shares; 2025Q2: 3,655 shares; 2025Q3: 3,682 shares; 2025Q4: 3,952 shares; 2026Q1: 3,869 shares; 2026Q2: 3,897 shares 3,897 $386K 0.02% +28 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,495 shares; 2025Q2: 8,598 shares; 2025Q3: 8,739 shares; 2025Q4: 8,598 shares; 2026Q1: 8,819 shares; 2026Q2: 7,597 shares 7,597 $383K 0.02% -1,222 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,500 shares; 2025Q2: 28,065 shares; 2025Q3: 12,425 shares; 2025Q4: 11,501 shares; 2026Q1: 11,816 shares; 2026Q2: 11,215 shares 11,215 $381K 0.02% -601 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 456 shares; 2026Q2: 442 shares 442 $379K 0.02% -14 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: not reported; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: 1,073 shares; 2025Q3: 918 shares; 2025Q4: 905 shares; 2026Q1: 904 shares; 2026Q2: 946 shares 946 $376K 0.02% +42 Timeline ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $373K 0.02% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,825 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $371K 0.02% 0 Timeline NAVN NAVAN INC More: the full row for NAVAN 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: 16,163 shares 16,163 $370K 0.02% new Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,773 shares; 2024Q4: 9,273 shares; 2025Q1: 9,273 shares; 2025Q2: 9,273 shares; 2025Q3: 9,273 shares; 2025Q4: 9,273 shares; 2026Q1: 9,273 shares; 2026Q2: 9,273 shares 9,273 $369K 0.02% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY 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: 4,772 shares 4,772 $364K 0.02% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,945 shares; 2024Q4: 2,945 shares; 2025Q1: 2,964 shares; 2025Q2: 2,980 shares; 2025Q3: 2,951 shares; 2025Q4: 2,950 shares; 2026Q1: 2,967 shares; 2026Q2: 2,967 shares 2,967 $363K 0.02% 0 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: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 5,396 shares; 2025Q2: 5,419 shares; 2025Q3: 5,407 shares; 2025Q4: 3,007 shares; 2026Q1: 3,095 shares; 2026Q2: 3,062 shares 3,062 $359K 0.02% -33 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,629 shares; 2025Q2: 32,689 shares; 2025Q3: 32,734 shares; 2025Q4: 32,787 shares; 2026Q1: 30,470 shares; 2026Q2: 30,470 shares 30,470 $358K 0.02% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,043 shares 1,043 $358K 0.02% new Timeline GLOW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,721 shares; 2025Q2: 13,723 shares; 2025Q3: 12,766 shares; 2025Q4: 11,117 shares; 2026Q1: 10,063 shares; 2026Q2: 10,278 shares 10,278 $356K 0.02% +215 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: not reported; 2024Q4: not reported; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,261 shares; 2026Q1: 3,214 shares; 2026Q2: 6,314 shares 6,314 $355K 0.02% +3,100 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,362 shares; 2025Q2: 2,362 shares; 2025Q3: 2,299 shares; 2025Q4: 2,299 shares; 2026Q1: 2,162 shares; 2026Q2: 2,214 shares 2,214 $343K 0.02% +52 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,299 shares; 2025Q2: 36,897 shares; 2025Q3: 33,772 shares; 2025Q4: 24,797 shares; 2026Q1: 24,022 shares; 2026Q2: 23,022 shares 23,022 $343K 0.02% -1,000 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: not reported; 2024Q4: not reported; 2025Q1: 1,068 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,127 shares; 2026Q1: 1,128 shares; 2026Q2: 1,109 shares 1,109 $332K 0.02% -19 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: 2,155 shares; 2024Q4: 2,155 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,116 shares; 2025Q4: 2,054 shares; 2026Q1: 2,005 shares; 2026Q2: 2,005 shares 2,005 $329K 0.02% 0 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,485 shares 4,485 $327K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 10,220 shares; 2025Q2: 10,813 shares; 2025Q3: 12,289 shares; 2025Q4: 12,421 shares; 2026Q1: 12,884 shares; 2026Q2: 13,169 shares 13,169 $325K 0.02% +285 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: not reported; 2024Q4: 22,791 shares; 2025Q1: 19,557 shares; 2025Q2: 19,362 shares; 2025Q3: 19,180 shares; 2025Q4: 20,497 shares; 2026Q1: 14,672 shares; 2026Q2: 13,154 shares 13,154 $323K 0.02% -1,518 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,991 shares 1,991 $323K 0.02% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,223 shares; 2025Q4: 5,759 shares; 2026Q1: 5,905 shares; 2026Q2: 6,097 shares 6,097 $319K 0.02% +192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,719 shares 5,719 $315K 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,715 shares; 2025Q2: 3,761 shares; 2025Q3: 3,750 shares; 2025Q4: 3,669 shares; 2026Q1: not reported; 2026Q2: 3,702 shares 3,702 $313K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,795 shares 3,795 $312K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,929 shares; 2025Q3: 3,028 shares; 2025Q4: 2,488 shares; 2026Q1: 2,368 shares; 2026Q2: 2,277 shares 2,277 $312K 0.02% -91 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: not reported; 2024Q4: not reported; 2025Q1: 19,314 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,275 shares; 2026Q2: 6,495 shares 6,495 $311K 0.02% -2,780 Timeline JMBS 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: not reported; 2024Q4: not reported; 2025Q1: 28,114 shares; 2025Q2: 14,644 shares; 2025Q3: 16,813 shares; 2025Q4: 16,816 shares; 2026Q1: 6,855 shares; 2026Q2: 6,891 shares 6,891 $310K 0.02% +36 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,998 shares; 2025Q2: 11,101 shares; 2025Q3: 11,154 shares; 2025Q4: 10,976 shares; 2026Q1: 11,006 shares; 2026Q2: 7,991 shares 7,991 $304K 0.02% -3,015 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,243 shares 1,243 $304K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 865 shares; 2026Q1: 865 shares; 2026Q2: 839 shares 839 $302K 0.02% -26 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,038 shares; 2025Q2: 4,059 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 696 shares; 2026Q2: 824 shares 824 $299K 0.02% +128 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,993 shares; 2025Q2: 12,029 shares; 2025Q3: 12,066 shares; 2025Q4: 12,134 shares; 2026Q1: 12,170 shares; 2026Q2: 12,202 shares 12,202 $297K 0.02% +32 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 789 shares; 2025Q2: 1,043 shares; 2025Q3: 931 shares; 2025Q4: 829 shares; 2026Q1: 859 shares; 2026Q2: 828 shares 828 $296K 0.02% -31 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: not reported; 2024Q4: not reported; 2025Q1: 1,622 shares; 2025Q2: 1,622 shares; 2025Q3: 1,622 shares; 2025Q4: 1,623 shares; 2026Q1: 1,563 shares; 2026Q2: 1,563 shares 1,563 $294K 0.02% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,593 shares; 2025Q3: 4,791 shares; 2025Q4: 4,805 shares; 2026Q1: 4,943 shares; 2026Q2: 4,914 shares 4,914 $293K 0.02% -29 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,377 shares; 2025Q2: 11,463 shares; 2025Q3: 13,654 shares; 2025Q4: 14,239 shares; 2026Q1: 14,370 shares; 2026Q2: 14,572 shares 14,572 $293K 0.02% +202 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: not reported; 2024Q4: 761 shares; 2025Q1: 952 shares; 2025Q2: 990 shares; 2025Q3: 968 shares; 2025Q4: 969 shares; 2026Q1: 787 shares; 2026Q2: 790 shares 790 $293K 0.02% +3 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,715 shares 5,715 $286K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,791 shares 6,791 $283K 0.02% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,136 shares; 2025Q2: 1,072 shares; 2025Q3: 1,097 shares; 2025Q4: 1,048 shares; 2026Q1: 987 shares; 2026Q2: 941 shares 941 $283K 0.02% -46 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,565 shares; 2026Q1: 4,600 shares; 2026Q2: 4,638 shares 4,638 $280K 0.02% +38 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: 5,084 shares; 2024Q4: 5,084 shares; 2025Q1: 6,847 shares; 2025Q2: 7,514 shares; 2025Q3: 7,344 shares; 2025Q4: 6,953 shares; 2026Q1: 5,084 shares; 2026Q2: 5,094 shares 5,094 $277K 0.02% +10 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: 1,896 shares; 2024Q4: 1,896 shares; 2025Q1: 4,027 shares; 2025Q2: 2,650 shares; 2025Q3: 2,537 shares; 2025Q4: 2,540 shares; 2026Q1: 1,794 shares; 2026Q2: 1,794 shares 1,794 $273K 0.02% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,300 shares; 2025Q2: 14,800 shares; 2025Q3: 14,300 shares; 2025Q4: 14,007 shares; 2026Q1: 11,407 shares; 2026Q2: 11,407 shares 11,407 $269K 0.02% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,677 shares 2,677 $268K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,187 shares; 2025Q4: 2,187 shares; 2026Q1: not reported; 2026Q2: 2,571 shares 2,571 $267K 0.02% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,167 shares; 2026Q2: 1,141 shares 1,141 $262K 0.02% -26 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: not reported; 2024Q4: not reported; 2025Q1: 932 shares; 2025Q2: 822 shares; 2025Q3: 872 shares; 2025Q4: 794 shares; 2026Q1: 844 shares; 2026Q2: 922 shares 922 $261K 0.02% +78 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,514 shares; 2026Q1: 5,514 shares; 2026Q2: 5,464 shares 5,464 $261K 0.02% -50 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,656 shares; 2026Q1: 1,656 shares; 2026Q2: 1,656 shares 1,656 $260K 0.02% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,925 shares 4,925 $257K 0.02% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,920 shares; 2025Q4: 3,194 shares; 2026Q1: 2,798 shares; 2026Q2: 2,453 shares 2,453 $257K 0.02% -345 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC 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: 1,722 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 867 shares 867 $254K 0.02% new Timeline OUST OUSTER INC More: the full row for OUSTER 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: 3,908 shares 3,908 $244K 0.02% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,989 shares; 2025Q2: 13,721 shares; 2025Q3: 14,179 shares; 2025Q4: 13,679 shares; 2026Q1: 11,692 shares; 2026Q2: 12,212 shares 12,212 $243K 0.02% +520 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,889 shares; 2026Q2: 6,889 shares 6,889 $243K 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,753 shares; 2025Q3: 2,754 shares; 2025Q4: 2,754 shares; 2026Q1: 2,746 shares; 2026Q2: 2,747 shares 2,747 $241K 0.01% +1 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: not reported; 2026Q1: 2,917 shares; 2026Q2: 2,708 shares 2,708 $241K 0.01% -209 Timeline BSMT 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: 9,776 shares; 2026Q2: 10,438 shares 10,438 $240K 0.01% +662 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,586 shares 1,586 $239K 0.01% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 4,965 shares; 2025Q4: 4,728 shares; 2026Q1: 4,676 shares; 2026Q2: 4,584 shares 4,584 $239K 0.01% -92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 371 shares 371 $238K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,059 shares 1,059 $236K 0.01% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,437 shares; 2026Q2: 4,438 shares 4,438 $236K 0.01% +1 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 361 shares 361 $233K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,004 shares; 2025Q2: 6,399 shares; 2025Q3: 6,388 shares; 2025Q4: 6,436 shares; 2026Q1: 3,671 shares; 2026Q2: 3,685 shares 3,685 $232K 0.01% +14 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,786 shares; 2025Q4: 1,873 shares; 2026Q1: 1,803 shares; 2026Q2: 1,745 shares 1,745 $231K 0.01% -58 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 955 shares; 2026Q1: 902 shares; 2026Q2: 901 shares 901 $231K 0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: not reported; 2026Q2: 750 shares 750 $230K 0.01% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,542 shares; 2025Q3: 2,499 shares; 2025Q4: not reported; 2026Q1: 1,903 shares; 2026Q2: 1,903 shares 1,903 $226K 0.01% 0 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,750 shares 8,750 $226K 0.01% new Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,213 shares 3,213 $224K 0.01% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares; 2026Q1: 1,936 shares; 2026Q2: 1,936 shares 1,936 $222K 0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,762 shares; 2025Q2: 4,085 shares; 2025Q3: 3,264 shares; 2025Q4: 3,428 shares; 2026Q1: 2,943 shares; 2026Q2: 2,189 shares 2,189 $220K 0.01% -754 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $218K 0.01% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,369 shares 4,369 $215K 0.01% new Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS 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: 8,305 shares 8,305 $215K 0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,315 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,315 shares; 2026Q1: 2,315 shares; 2026Q2: 2,334 shares 2,334 $214K 0.01% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,370 shares 11,370 $211K 0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,022 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 2,065 shares; 2026Q1: 2,035 shares; 2026Q2: 2,044 shares 2,044 $210K 0.01% +9 Timeline IAI 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: 1,454 shares; 2025Q2: 1,189 shares; 2025Q3: 1,189 shares; 2025Q4: 1,189 shares; 2026Q1: not reported; 2026Q2: 1,190 shares 1,190 $209K 0.01% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,766 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 1,472 shares; 2026Q1: not reported; 2026Q2: 928 shares 928 $207K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,559 shares; 2025Q4: 2,592 shares; 2026Q1: 2,196 shares; 2026Q2: 2,204 shares 2,204 $206K 0.01% +8 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares; 2026Q1: 175 shares; 2026Q2: 103 shares 103 $204K 0.01% -72 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,354 shares 1,354 $203K 0.01% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 971 shares; 2026Q2: 971 shares 971 $202K 0.01% 0 Timeline NTRA NATERA INC More: the full row for NATERA 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: 738 shares 738 $200K 0.01% new Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,695 shares; 2025Q2: 10,695 shares; 2025Q3: 10,695 shares; 2025Q4: 10,695 shares; 2026Q1: 10,695 shares; 2026Q2: 10,695 shares 10,695 $198K 0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 15,564 shares; 2026Q1: 15,564 shares; 2026Q2: 15,314 shares 15,314 $182K 0.01% -250 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: not reported; 2024Q4: not reported; 2025Q1: 19,532 shares; 2025Q2: 19,729 shares; 2025Q3: 19,929 shares; 2025Q4: 14,119 shares; 2026Q1: 14,339 shares; 2026Q2: 15,368 shares 15,368 $167K 0.01% +1,029 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,195 shares; 2025Q2: 10,695 shares; 2025Q3: 10,695 shares; 2025Q4: 10,695 shares; 2026Q1: 10,445 shares; 2026Q2: 10,445 shares 10,445 $166K 0.01% 0 Timeline AWP ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS 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: 13,965 shares; 2026Q2: 13,965 shares 13,965 $165K 0.01% 0 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION 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: 15,000 shares; 2026Q2: 12,200 shares 12,200 $149K 0.01% -2,800 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,361 shares; 2025Q1: 13,497 shares; 2025Q2: 11,642 shares; 2025Q3: 11,735 shares; 2025Q4: 12,210 shares; 2026Q1: 12,735 shares; 2026Q2: 13,880 shares 13,880 $130K 0.01% +1,145 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,277 shares; 2025Q2: not reported; 2025Q3: 13,177 shares; 2025Q4: 13,177 shares; 2026Q1: 13,245 shares; 2026Q2: 13,245 shares 13,245 $112K 0.01% 0 Timeline ANNX ANNEXON INC More: the full row for ANNEXON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares; 2026Q2: 17,000 shares 17,000 $97.1K 0.01% 0 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,261 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,202 shares 13,202 $74.5K <0.01% new Timeline CITR CITROTECH INC More: the full row for CITROTECH 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: 13,331 shares; 2026Q1: 10,831 shares; 2026Q2: 12,497 shares 12,497 $69K <0.01% +1,666 Timeline MLYS MINERALYS THERAPEUTICS INC More: the full row for MINERALYS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,450 shares 2,450 $66.1K <0.01% new Timeline CXM SPRINKLR INC More: the full row for SPRINKLR 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: 10,689 shares; 2026Q1: 12,171 shares; 2026Q2: 12,674 shares 12,674 $65.4K <0.01% +503 Timeline EQ EQUILLIUM INC More: the full row for EQUILLIUM 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: 10,500 shares; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $48K <0.01% new Timeline ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,847 shares; 2024Q4: 221,059 shares; 2025Q1: 221,059 shares; 2025Q2: 221,059 shares; 2025Q3: 21,789 shares; 2025Q4: 21,789 shares; 2026Q1: 21,789 shares; 2026Q2: 21,789 shares 21,789 $45.3K <0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $44.3K <0.01% 0 Timeline DNUT KRISPY KREME INC More: the full row for KRISPY KREME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,032 shares; 2025Q3: 12,247 shares; 2025Q4: 13,469 shares; 2026Q1: not reported; 2026Q2: 10,533 shares 10,533 $37.2K <0.01% new Timeline NNOX NANO X IMAGING LTD More: the full row for NANO X IMAGING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,500 shares; 2024Q4: 22,500 shares; 2025Q1: 23,000 shares; 2025Q2: 25,000 shares; 2025Q3: 27,000 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares; 2026Q2: 28,000 shares 28,000 $32.5K <0.01% 0 Timeline AUID AUTHID INC More: the full row for AUTHID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,990 shares; 2025Q3: 14,990 shares; 2025Q4: 19,790 shares; 2026Q1: 19,790 shares; 2026Q2: 19,790 shares 19,790 $21.2K <0.01% 0 Timeline