AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,264 shares; 2024Q4: 324,005 shares; 2025Q1: 336,537 shares; 2025Q2: 362,745 shares; 2025Q3: 387,010 shares; 2025Q4: 469,753 shares; 2026Q1: 468,351 shares; 2026Q2: 503,054 shares 503,054 $146M 3.81% +34,703 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: 81,849 shares; 2024Q4: 96,753 shares; 2025Q1: 111,795 shares; 2025Q2: 116,139 shares; 2025Q3: 135,005 shares; 2025Q4: 139,219 shares; 2026Q1: 144,467 shares; 2026Q2: 157,511 shares 157,511 $118M 3.09% +13,044 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,148,379 shares; 2024Q4: 1,537,960 shares; 2025Q1: 1,729,476 shares; 2025Q2: 1,771,706 shares; 2025Q3: 1,960,755 shares; 2025Q4: 2,005,671 shares; 2026Q1: 1,936,262 shares; 2026Q2: 2,013,674 shares 2,013,674 $82.5M 2.16% +77,412 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: 729,465 shares; 2024Q4: 812,254 shares; 2025Q1: 915,998 shares; 2025Q2: 1,070,509 shares; 2025Q3: 1,210,734 shares; 2025Q4: 1,214,523 shares; 2026Q1: 1,089,021 shares; 2026Q2: 1,134,424 shares 1,134,424 $80.8M 2.11% +45,403 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: 119,523 shares; 2024Q4: 196,792 shares; 2025Q1: 187,302 shares; 2025Q2: 193,110 shares; 2025Q3: 216,691 shares; 2025Q4: 238,966 shares; 2026Q1: 219,786 shares; 2026Q2: 224,304 shares 224,304 $79.3M 2.07% +4,518 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: 189,152 shares; 2024Q4: 240,111 shares; 2025Q1: 247,734 shares; 2025Q2: 265,861 shares; 2025Q3: 311,174 shares; 2025Q4: 359,109 shares; 2026Q1: 346,487 shares; 2026Q2: 369,170 shares 369,170 $73.9M 1.93% +22,683 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,049 shares; 2024Q4: 1,313,437 shares; 2025Q1: 1,454,801 shares; 2025Q2: 1,831,771 shares; 2025Q3: 2,128,290 shares; 2025Q4: 2,097,817 shares; 2026Q1: 2,024,864 shares; 2026Q2: 2,094,006 shares 2,094,006 $70.9M 1.85% +69,142 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: 430,514 shares; 2024Q4: 1,357,798 shares; 2025Q1: 1,494,078 shares; 2025Q2: 1,881,437 shares; 2025Q3: 2,090,688 shares; 2025Q4: 2,093,243 shares; 2026Q1: 1,974,442 shares; 2026Q2: 2,011,430 shares 2,011,430 $70M 1.83% +36,988 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: 43,505 shares; 2024Q4: 50,287 shares; 2025Q1: 39,283 shares; 2025Q2: 44,329 shares; 2025Q3: 52,699 shares; 2025Q4: 126,482 shares; 2026Q1: 133,261 shares; 2026Q2: 167,775 shares 167,775 $63.4M 1.66% +34,514 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482,654 shares; 2024Q4: 620,387 shares; 2025Q1: 697,338 shares; 2025Q2: 731,834 shares; 2025Q3: 801,315 shares; 2025Q4: 797,455 shares; 2026Q1: 778,056 shares; 2026Q2: 781,052 shares 781,052 $59.1M 1.55% +2,996 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: 83,548 shares; 2024Q4: 122,756 shares; 2025Q1: 122,826 shares; 2025Q2: 122,743 shares; 2025Q3: 132,760 shares; 2025Q4: 155,130 shares; 2026Q1: 156,910 shares; 2026Q2: 161,566 shares 161,566 $57.7M 1.51% +4,656 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: 97,257 shares; 2024Q4: 130,364 shares; 2025Q1: 143,364 shares; 2025Q2: 160,972 shares; 2025Q3: 178,225 shares; 2025Q4: 233,958 shares; 2026Q1: 218,098 shares; 2026Q2: 220,556 shares 220,556 $52.6M 1.38% +2,458 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: 62,502 shares; 2024Q4: 86,370 shares; 2025Q1: 84,100 shares; 2025Q2: 104,243 shares; 2025Q3: 112,563 shares; 2025Q4: 123,045 shares; 2026Q1: 116,001 shares; 2026Q2: 135,077 shares 135,077 $50.4M 1.32% +19,076 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: 448,297 shares; 2024Q4: 540,910 shares; 2025Q1: 540,128 shares; 2025Q2: 421,981 shares; 2025Q3: 422,636 shares; 2025Q4: 541,675 shares; 2026Q1: 478,464 shares; 2026Q2: 480,021 shares 480,021 $48.1M 1.26% +1,557 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,374 shares; 2024Q4: 333,634 shares; 2025Q1: 417,556 shares; 2025Q2: 514,514 shares; 2025Q3: 662,843 shares; 2025Q4: 764,845 shares; 2026Q1: 671,518 shares; 2026Q2: 641,444 shares 641,444 $47.1M 1.23% -30,074 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: 13,318 shares; 2024Q4: 29,626 shares; 2025Q1: 74,873 shares; 2025Q2: 68,827 shares; 2025Q3: 80,420 shares; 2025Q4: 76,108 shares; 2026Q1: 88,110 shares; 2026Q2: 544,731 shares 544,731 $46.9M 1.23% +456,621 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: 410,747 shares; 2024Q4: 467,536 shares; 2025Q1: 818,389 shares; 2025Q2: 819,916 shares; 2025Q3: 860,721 shares; 2025Q4: 831,788 shares; 2026Q1: 743,008 shares; 2026Q2: 752,006 shares 752,006 $44.9M 1.17% +8,998 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: 86,502 shares; 2024Q4: 98,014 shares; 2025Q1: 111,086 shares; 2025Q2: 137,592 shares; 2025Q3: 151,295 shares; 2025Q4: 154,846 shares; 2026Q1: 137,137 shares; 2026Q2: 137,539 shares 137,539 $41.7M 1.09% +402 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: 61,803 shares; 2024Q4: 65,925 shares; 2025Q1: 73,706 shares; 2025Q2: 69,375 shares; 2025Q3: 75,703 shares; 2025Q4: 72,515 shares; 2026Q1: 69,057 shares; 2026Q2: 69,044 shares 69,044 $38.9M 1.02% -13 Timeline NFLT 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: 674,953 shares; 2024Q4: 1,064,809 shares; 2025Q1: 1,244,345 shares; 2025Q2: 1,395,236 shares; 2025Q3: 1,571,181 shares; 2025Q4: 1,651,329 shares; 2026Q1: 1,475,222 shares; 2026Q2: 1,637,454 shares 1,637,454 $37.6M 0.98% +162,232 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: 9,786 shares; 2024Q4: 56,785 shares; 2025Q1: 136,647 shares; 2025Q2: 130,998 shares; 2025Q3: 135,200 shares; 2025Q4: 127,779 shares; 2026Q1: 153,115 shares; 2026Q2: 166,114 shares 166,114 $36.2M 0.95% +12,999 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,154 shares; 2024Q4: 323,838 shares; 2025Q1: 333,650 shares; 2025Q2: 313,252 shares; 2025Q3: 291,708 shares; 2025Q4: 269,416 shares; 2026Q1: 246,967 shares; 2026Q2: 244,939 shares 244,939 $35.8M 0.94% -2,028 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,206 shares; 2025Q2: 17,013 shares; 2025Q3: 256,179 shares; 2025Q4: 369,300 shares; 2026Q1: 368,308 shares; 2026Q2: 353,788 shares 353,788 $34.1M 0.89% -14,520 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,932 shares; 2024Q4: 433,764 shares; 2025Q1: 476,154 shares; 2025Q2: 526,160 shares; 2025Q3: 520,584 shares; 2025Q4: 573,997 shares; 2026Q1: 633,452 shares; 2026Q2: 720,843 shares 720,843 $33.3M 0.87% +87,391 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: 92,854 shares; 2024Q4: 102,841 shares; 2025Q1: 114,734 shares; 2025Q2: 121,976 shares; 2025Q3: 135,021 shares; 2025Q4: 133,646 shares; 2026Q1: 138,883 shares; 2026Q2: 128,742 shares 128,742 $32.5M 0.85% -10,141 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: 12,373 shares; 2024Q4: 14,495 shares; 2025Q1: 17,139 shares; 2025Q2: 14,954 shares; 2025Q3: 18,807 shares; 2025Q4: 44,341 shares; 2026Q1: 43,599 shares; 2026Q2: 124,737 shares 124,737 $31.4M 0.82% +81,138 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: 30,348 shares; 2024Q4: 31,797 shares; 2025Q1: 39,559 shares; 2025Q2: 47,897 shares; 2025Q3: 63,319 shares; 2025Q4: 63,162 shares; 2026Q1: 62,229 shares; 2026Q2: 61,254 shares 61,254 $30.7M 0.8% -975 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,153 shares; 2024Q4: 17,662 shares; 2025Q1: 22,734 shares; 2025Q2: 54,700 shares; 2025Q3: 302,765 shares; 2025Q4: 578,922 shares; 2026Q1: 483,516 shares; 2026Q2: 581,064 shares 581,064 $30.4M 0.8% +97,548 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: 19,971 shares; 2024Q4: 21,357 shares; 2025Q1: 25,088 shares; 2025Q2: 36,242 shares; 2025Q3: 78,804 shares; 2025Q4: 80,576 shares; 2026Q1: 76,942 shares; 2026Q2: 77,507 shares 77,507 $28.7M 0.75% +565 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: 54,816 shares; 2024Q4: 61,791 shares; 2025Q1: 62,665 shares; 2025Q2: 66,390 shares; 2025Q3: 71,110 shares; 2025Q4: 79,859 shares; 2026Q1: 75,831 shares; 2026Q2: 77,143 shares 77,143 $25.3M 0.66% +1,312 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: 197,459 shares; 2024Q4: 218,013 shares; 2025Q1: 203,427 shares; 2025Q2: 222,163 shares; 2025Q3: 269,103 shares; 2025Q4: 271,627 shares; 2026Q1: 299,111 shares; 2026Q2: 248,550 shares 248,550 $24.6M 0.64% -50,561 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 601,549 shares; 2026Q1: 774,031 shares; 2026Q2: 852,343 shares 852,343 $24.2M 0.63% +78,312 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: 26,668 shares; 2024Q4: 41,268 shares; 2025Q1: 36,786 shares; 2025Q2: 85,911 shares; 2025Q3: 206,042 shares; 2025Q4: 209,568 shares; 2026Q1: 247,127 shares; 2026Q2: 249,619 shares 249,619 $24.1M 0.63% +2,492 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,049 shares; 2024Q4: 135,903 shares; 2025Q1: 226,838 shares; 2025Q2: 249,542 shares; 2025Q3: 308,063 shares; 2025Q4: 337,560 shares; 2026Q1: 331,806 shares; 2026Q2: 377,211 shares 377,211 $23.8M 0.62% +45,405 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: 2,547 shares; 2024Q4: 4,711 shares; 2025Q1: 36,665 shares; 2025Q2: 29,983 shares; 2025Q3: 29,698 shares; 2025Q4: 25,745 shares; 2026Q1: 38,238 shares; 2026Q2: 177,468 shares 177,468 $22M 0.58% +139,230 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,257 shares; 2024Q4: 41,393 shares; 2025Q1: 44,461 shares; 2025Q2: 45,588 shares; 2025Q3: 62,002 shares; 2025Q4: 87,883 shares; 2026Q1: 93,587 shares; 2026Q2: 214,644 shares 214,644 $21.6M 0.57% +121,057 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: 6,819 shares; 2024Q4: 8,659 shares; 2025Q1: 12,301 shares; 2025Q2: 10,396 shares; 2025Q3: 11,320 shares; 2025Q4: 13,837 shares; 2026Q1: 14,799 shares; 2026Q2: 18,602 shares 18,602 $21.5M 0.56% +3,803 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: 34,099 shares; 2024Q4: 39,830 shares; 2025Q1: 33,213 shares; 2025Q2: 35,416 shares; 2025Q3: 39,007 shares; 2025Q4: 43,507 shares; 2026Q1: 43,812 shares; 2026Q2: 44,754 shares 44,754 $21.4M 0.56% +942 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: 19,645 shares; 2024Q4: 24,767 shares; 2025Q1: 31,224 shares; 2025Q2: 32,003 shares; 2025Q3: 32,194 shares; 2025Q4: 28,243 shares; 2026Q1: 29,854 shares; 2026Q2: 28,922 shares 28,922 $21.3M 0.56% -932 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: 22,322 shares; 2024Q4: 23,193 shares; 2025Q1: 15,535 shares; 2025Q2: 16,373 shares; 2025Q3: 17,237 shares; 2025Q4: 18,177 shares; 2026Q1: 18,042 shares; 2026Q2: 18,879 shares 18,879 $20.1M 0.53% +837 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: 30,258 shares; 2024Q4: 43,478 shares; 2025Q1: 43,710 shares; 2025Q2: 30,340 shares; 2025Q3: 28,990 shares; 2025Q4: 25,110 shares; 2026Q1: 26,572 shares; 2026Q2: 26,020 shares 26,020 $19.4M 0.51% -552 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: 163,325 shares; 2024Q4: 694,178 shares; 2025Q1: 546,481 shares; 2025Q2: 629,376 shares; 2025Q3: 638,141 shares; 2025Q4: 657,681 shares; 2026Q1: 658,318 shares; 2026Q2: 670,509 shares 670,509 $19.4M 0.51% +12,191 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: 32,551 shares; 2024Q4: 56,114 shares; 2025Q1: 70,482 shares; 2025Q2: 82,796 shares; 2025Q3: 80,283 shares; 2025Q4: 84,447 shares; 2026Q1: 28,089 shares; 2026Q2: 28,084 shares 28,084 $19.3M 0.5% -5 Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,888 shares; 2024Q4: 405,599 shares; 2025Q1: 429,993 shares; 2025Q2: 448,135 shares; 2025Q3: 503,190 shares; 2025Q4: 533,528 shares; 2026Q1: 530,355 shares; 2026Q2: 576,834 shares 576,834 $19.2M 0.5% +46,479 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387,632 shares; 2024Q4: 963,163 shares; 2025Q1: 813,593 shares; 2025Q2: 717,846 shares; 2025Q3: 705,082 shares; 2025Q4: 713,934 shares; 2026Q1: 681,765 shares; 2026Q2: 680,467 shares 680,467 $18.8M 0.49% -1,298 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,786 shares; 2024Q4: 204,136 shares; 2025Q1: 247,309 shares; 2025Q2: 286,687 shares; 2025Q3: 333,192 shares; 2025Q4: 367,123 shares; 2026Q1: 311,764 shares; 2026Q2: 354,852 shares 354,852 $17.9M 0.47% +43,088 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: 24,834 shares; 2024Q4: 32,114 shares; 2025Q1: 31,405 shares; 2025Q2: 46,151 shares; 2025Q3: 41,684 shares; 2025Q4: 50,757 shares; 2026Q1: 43,124 shares; 2026Q2: 42,245 shares 42,245 $17.8M 0.46% -879 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,236 shares; 2024Q4: 227,157 shares; 2025Q1: 234,922 shares; 2025Q2: 263,515 shares; 2025Q3: 279,581 shares; 2025Q4: 290,230 shares; 2026Q1: 256,749 shares; 2026Q2: 279,729 shares 279,729 $17.4M 0.46% +22,980 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,629 shares; 2024Q4: 186,331 shares; 2025Q1: 218,650 shares; 2025Q2: 236,710 shares; 2025Q3: 263,984 shares; 2025Q4: 277,809 shares; 2026Q1: 201,384 shares; 2026Q2: 216,923 shares 216,923 $17.2M 0.45% +15,539 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: 44,410 shares; 2024Q4: 40,277 shares; 2025Q1: 49,109 shares; 2025Q2: 45,671 shares; 2025Q3: 52,605 shares; 2025Q4: 59,221 shares; 2026Q1: 61,390 shares; 2026Q2: 65,795 shares 65,795 $16.7M 0.44% +4,405 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,957 shares; 2025Q2: 7,620 shares; 2025Q3: 83,110 shares; 2025Q4: 92,176 shares; 2026Q1: 120,349 shares; 2026Q2: 128,848 shares 128,848 $16.1M 0.42% +8,499 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: 4,941 shares; 2024Q4: 15,714 shares; 2025Q1: 66,932 shares; 2025Q2: 57,208 shares; 2025Q3: 59,019 shares; 2025Q4: 57,018 shares; 2026Q1: 60,558 shares; 2026Q2: 65,686 shares 65,686 $16M 0.42% +5,128 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: 5,777 shares; 2025Q1: 43,930 shares; 2025Q2: 37,842 shares; 2025Q3: 37,536 shares; 2025Q4: 34,074 shares; 2026Q1: 37,888 shares; 2026Q2: 42,841 shares 42,841 $15.7M 0.41% +4,953 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: 373,092 shares; 2026Q1: 379,958 shares; 2026Q2: 524,162 shares 524,162 $15.4M 0.4% +144,204 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 911,342 shares; 2026Q1: 879,216 shares; 2026Q2: 809,025 shares 809,025 $14.6M 0.38% -70,191 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: 36,638 shares; 2024Q4: 35,593 shares; 2025Q1: 27,689 shares; 2025Q2: 38,121 shares; 2025Q3: 77,978 shares; 2025Q4: 85,815 shares; 2026Q1: 91,049 shares; 2026Q2: 97,283 shares 97,283 $14.4M 0.38% +6,234 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,780 shares; 2025Q2: 14,297 shares; 2025Q3: 17,416 shares; 2025Q4: 272,928 shares; 2026Q1: 239,485 shares; 2026Q2: 282,956 shares 282,956 $13.9M 0.36% +43,471 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: 5,394 shares; 2024Q4: 6,239 shares; 2025Q1: 8,143 shares; 2025Q2: 8,151 shares; 2025Q3: 8,715 shares; 2025Q4: 10,229 shares; 2026Q1: 9,937 shares; 2026Q2: 10,900 shares 10,900 $13.1M 0.34% +963 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,018 shares; 2024Q4: 34,517 shares; 2025Q1: 35,246 shares; 2025Q2: 33,114 shares; 2025Q3: 39,183 shares; 2025Q4: 62,935 shares; 2026Q1: 93,562 shares; 2026Q2: 101,296 shares 101,296 $13M 0.34% +7,734 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: 46,514 shares; 2024Q4: 47,044 shares; 2025Q1: 43,008 shares; 2025Q2: 37,004 shares; 2025Q3: 36,954 shares; 2025Q4: 43,256 shares; 2026Q1: 42,450 shares; 2026Q2: 42,212 shares 42,212 $12.7M 0.33% -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: 10,163 shares; 2024Q4: 18,664 shares; 2025Q1: 22,307 shares; 2025Q2: 23,733 shares; 2025Q3: 44,236 shares; 2025Q4: 38,030 shares; 2026Q1: 23,298 shares; 2026Q2: 21,524 shares 21,524 $12.5M 0.33% -1,774 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: 290,875 shares; 2025Q2: 244,044 shares; 2025Q3: 228,068 shares; 2025Q4: 185,504 shares; 2026Q1: 208,319 shares; 2026Q2: 223,958 shares 223,958 $12.3M 0.32% +15,639 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: 20,149 shares; 2024Q4: 15,027 shares; 2025Q1: 31,467 shares; 2025Q2: 22,940 shares; 2025Q3: 34,700 shares; 2025Q4: 127,906 shares; 2026Q1: 125,089 shares; 2026Q2: 87,311 shares 87,311 $12.2M 0.32% -37,778 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303,670 shares; 2025Q4: 371,201 shares; 2026Q1: 371,633 shares; 2026Q2: 463,212 shares 463,212 $12M 0.31% +91,579 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: 23,292 shares; 2024Q4: 25,235 shares; 2025Q1: 27,930 shares; 2025Q2: 29,331 shares; 2025Q3: 31,498 shares; 2025Q4: 34,236 shares; 2026Q1: 34,238 shares; 2026Q2: 42,292 shares 42,292 $11.9M 0.31% +8,054 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: 9,049 shares; 2025Q1: 13,496 shares; 2025Q2: 10,726 shares; 2025Q3: 14,651 shares; 2025Q4: 15,624 shares; 2026Q1: 17,153 shares; 2026Q2: 26,945 shares 26,945 $11.7M 0.31% +9,792 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: 21,740 shares; 2024Q4: 24,425 shares; 2025Q1: 34,084 shares; 2025Q2: 32,052 shares; 2025Q3: 36,409 shares; 2025Q4: 66,013 shares; 2026Q1: 67,740 shares; 2026Q2: 99,224 shares 99,224 $11.7M 0.3% +31,484 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,996 shares; 2024Q4: 393,443 shares; 2025Q1: 468,606 shares; 2025Q2: 517,324 shares; 2025Q3: 537,034 shares; 2025Q4: 472,896 shares; 2026Q1: 426,949 shares; 2026Q2: 496,108 shares 496,108 $11.3M 0.3% +69,159 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: 6,717 shares; 2024Q4: 56,203 shares; 2025Q1: 26,388 shares; 2025Q2: 37,262 shares; 2025Q3: 51,752 shares; 2025Q4: 60,117 shares; 2026Q1: 133,357 shares; 2026Q2: 104,620 shares 104,620 $11.3M 0.29% -28,737 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: 267,912 shares; 2025Q2: 236,759 shares; 2025Q3: 239,095 shares; 2025Q4: 183,763 shares; 2026Q1: 193,406 shares; 2026Q2: 206,170 shares 206,170 $11.1M 0.29% +12,764 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: 56,662 shares; 2024Q4: 49,709 shares; 2025Q1: 56,325 shares; 2025Q2: 50,940 shares; 2025Q3: 58,744 shares; 2025Q4: 73,531 shares; 2026Q1: 103,842 shares; 2026Q2: 81,382 shares 81,382 $11.1M 0.29% -22,460 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: 51,388 shares; 2024Q4: 63,145 shares; 2025Q1: 61,894 shares; 2025Q2: 65,471 shares; 2025Q3: 66,879 shares; 2025Q4: 89,819 shares; 2026Q1: 89,830 shares; 2026Q2: 96,289 shares 96,289 $10.9M 0.29% +6,459 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: 16,449 shares; 2024Q4: 19,846 shares; 2025Q1: 20,384 shares; 2025Q2: 23,100 shares; 2025Q3: 24,305 shares; 2025Q4: 37,315 shares; 2026Q1: 32,895 shares; 2026Q2: 119,850 shares 119,850 $10.9M 0.28% +86,955 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: 5,930 shares; 2024Q4: 16,399 shares; 2025Q1: 24,500 shares; 2025Q2: 19,478 shares; 2025Q3: 17,167 shares; 2025Q4: 49,473 shares; 2026Q1: 48,125 shares; 2026Q2: 55,362 shares 55,362 $10.5M 0.28% +7,237 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: 9,433 shares; 2024Q4: 10,099 shares; 2025Q1: 10,379 shares; 2025Q2: 11,126 shares; 2025Q3: 9,051 shares; 2025Q4: 9,732 shares; 2026Q1: 11,763 shares; 2026Q2: 11,265 shares 11,265 $10.5M 0.28% -498 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: 2,419 shares; 2024Q4: 3,291 shares; 2025Q1: 3,582 shares; 2025Q2: 2,726 shares; 2025Q3: 3,268 shares; 2025Q4: 4,736 shares; 2026Q1: 5,273 shares; 2026Q2: 5,261 shares 5,261 $10.5M 0.27% -12 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: 31,697 shares; 2024Q4: 31,123 shares; 2025Q1: 31,335 shares; 2025Q2: 42,158 shares; 2025Q3: 34,562 shares; 2025Q4: 35,521 shares; 2026Q1: 86,854 shares; 2026Q2: 116,373 shares 116,373 $10.2M 0.27% +29,519 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: 29,954 shares; 2024Q4: 33,849 shares; 2025Q1: 33,592 shares; 2025Q2: 27,934 shares; 2025Q3: 30,403 shares; 2025Q4: 37,642 shares; 2026Q1: 37,472 shares; 2026Q2: 69,303 shares 69,303 $10.2M 0.27% +31,831 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: 35,888 shares; 2024Q4: 169,673 shares; 2025Q1: 186,035 shares; 2025Q2: 210,039 shares; 2025Q3: 288,368 shares; 2025Q4: 289,463 shares; 2026Q1: 302,545 shares; 2026Q2: 306,159 shares 306,159 $9.71M 0.25% +3,614 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: 143,888 shares; 2024Q4: 151,844 shares; 2025Q1: 146,111 shares; 2025Q2: 138,902 shares; 2025Q3: 156,949 shares; 2025Q4: 176,261 shares; 2026Q1: 163,030 shares; 2026Q2: 169,796 shares 169,796 $9.67M 0.25% +6,766 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,630 shares; 2024Q4: 6,427 shares; 2025Q1: 8,165 shares; 2025Q2: 8,094 shares; 2025Q3: 7,535 shares; 2025Q4: 56,038 shares; 2026Q1: 63,602 shares; 2026Q2: 95,900 shares 95,900 $9.65M 0.25% +32,298 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: 30,573 shares; 2024Q4: 38,380 shares; 2025Q1: 44,578 shares; 2025Q2: 47,683 shares; 2025Q3: 53,480 shares; 2025Q4: 54,289 shares; 2026Q1: 52,664 shares; 2026Q2: 53,150 shares 53,150 $9.49M 0.25% +486 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 87,077 shares; 2026Q1: 88,101 shares; 2026Q2: 94,752 shares 94,752 $9.43M 0.25% +6,651 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,669 shares; 2024Q4: 5,452 shares; 2025Q1: 5,626 shares; 2025Q2: 7,911 shares; 2025Q3: 9,317 shares; 2025Q4: 10,757 shares; 2026Q1: 12,197 shares; 2026Q2: 12,906 shares 12,906 $9.33M 0.24% +709 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: 17,966 shares; 2024Q4: 14,934 shares; 2025Q1: 17,430 shares; 2025Q2: 21,285 shares; 2025Q3: 28,220 shares; 2025Q4: 30,417 shares; 2026Q1: 37,599 shares; 2026Q2: 30,838 shares 30,838 $9.19M 0.24% -6,761 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: 132,967 shares; 2024Q4: 133,841 shares; 2025Q1: 145,072 shares; 2025Q2: 145,460 shares; 2025Q3: 152,591 shares; 2025Q4: 141,106 shares; 2026Q1: 141,708 shares; 2026Q2: 137,999 shares 137,999 $9.17M 0.24% -3,709 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,501 shares; 2024Q4: 146,302 shares; 2025Q1: 142,562 shares; 2025Q2: 184,269 shares; 2025Q3: 227,300 shares; 2025Q4: 228,037 shares; 2026Q1: 168,865 shares; 2026Q2: 168,033 shares 168,033 $8.93M 0.23% -832 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: 11,125 shares; 2024Q4: 11,426 shares; 2025Q1: 11,229 shares; 2025Q2: 7,464 shares; 2025Q3: 7,966 shares; 2025Q4: 8,578 shares; 2026Q1: 8,167 shares; 2026Q2: 8,829 shares 8,829 $8.93M 0.23% +662 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,584 shares; 2024Q4: 1,817 shares; 2025Q1: 2,132 shares; 2025Q2: 2,660 shares; 2025Q3: 2,891 shares; 2025Q4: 3,584 shares; 2026Q1: 3,853 shares; 2026Q2: 7,471 shares 7,471 $8.78M 0.23% +3,618 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: 13,350 shares; 2024Q4: 15,980 shares; 2025Q1: 17,992 shares; 2025Q2: 19,462 shares; 2025Q3: 20,200 shares; 2025Q4: 22,122 shares; 2026Q1: 20,527 shares; 2026Q2: 25,346 shares 25,346 $8.7M 0.23% +4,819 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: 30,458 shares; 2024Q4: 26,183 shares; 2025Q1: 39,670 shares; 2025Q2: 82,255 shares; 2025Q3: 83,892 shares; 2025Q4: 85,317 shares; 2026Q1: 72,936 shares; 2026Q2: 73,535 shares 73,535 $8.58M 0.22% +599 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,961 shares; 2024Q4: 140,471 shares; 2025Q1: 156,824 shares; 2025Q2: 156,871 shares; 2025Q3: 178,780 shares; 2025Q4: 184,716 shares; 2026Q1: 164,299 shares; 2026Q2: 160,754 shares 160,754 $8.43M 0.22% -3,545 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: 108,248 shares; 2024Q4: 123,965 shares; 2025Q1: 117,280 shares; 2025Q2: 122,541 shares; 2025Q3: 125,409 shares; 2025Q4: 128,357 shares; 2026Q1: 120,094 shares; 2026Q2: 111,023 shares 111,023 $8.38M 0.22% -9,071 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,442 shares; 2024Q4: 31,109 shares; 2025Q1: 27,859 shares; 2025Q2: 45,428 shares; 2025Q3: 80,135 shares; 2025Q4: 73,608 shares; 2026Q1: 99,854 shares; 2026Q2: 102,436 shares 102,436 $7.98M 0.21% +2,582 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,905 shares; 2026Q1: 2,922 shares; 2026Q2: 3,477 shares 3,477 $7.91M 0.21% +555 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,324 shares; 2024Q4: 75,460 shares; 2025Q1: 86,941 shares; 2025Q2: 86,162 shares; 2025Q3: 92,424 shares; 2025Q4: 85,401 shares; 2026Q1: 83,147 shares; 2026Q2: 90,795 shares 90,795 $7.61M 0.2% +7,648 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: 51,998 shares; 2024Q4: 52,611 shares; 2025Q1: 68,537 shares; 2025Q2: 61,185 shares; 2025Q3: 55,900 shares; 2025Q4: 54,680 shares; 2026Q1: 91,912 shares; 2026Q2: 91,492 shares 91,492 $7.58M 0.2% -420 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: 252,004 shares; 2024Q4: 343,617 shares; 2025Q1: 412,929 shares; 2025Q2: 425,416 shares; 2025Q3: 80,344 shares; 2025Q4: 77,844 shares; 2026Q1: 73,742 shares; 2026Q2: 73,777 shares 73,777 $7.55M 0.2% +35 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: 29,803 shares; 2024Q4: 32,339 shares; 2025Q1: 36,588 shares; 2025Q2: 33,957 shares; 2025Q3: 38,642 shares; 2025Q4: 41,909 shares; 2026Q1: 44,996 shares; 2026Q2: 45,520 shares 45,520 $7.55M 0.2% +524 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,102 shares; 2024Q4: 40,592 shares; 2025Q1: 56,674 shares; 2025Q2: 60,421 shares; 2025Q3: 68,535 shares; 2025Q4: 74,634 shares; 2026Q1: 75,875 shares; 2026Q2: 79,278 shares 79,278 $7.54M 0.2% +3,403 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: 39,774 shares; 2024Q4: 40,138 shares; 2025Q1: 40,694 shares; 2025Q2: 17,956 shares; 2025Q3: 20,343 shares; 2025Q4: 30,010 shares; 2026Q1: 31,613 shares; 2026Q2: 39,678 shares 39,678 $7.53M 0.2% +8,065 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,722 shares; 2024Q4: 2,888 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,224 shares; 2025Q4: 1,997 shares; 2026Q1: 23,458 shares; 2026Q2: 25,823 shares 25,823 $7.5M 0.2% +2,365 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,217 shares; 2024Q4: 76,164 shares; 2025Q1: 75,007 shares; 2025Q2: 101,636 shares; 2025Q3: 170,848 shares; 2025Q4: 181,000 shares; 2026Q1: 166,716 shares; 2026Q2: 154,658 shares 154,658 $7.49M 0.2% -12,058 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,980 shares; 2024Q4: 102,054 shares; 2025Q1: 113,748 shares; 2025Q2: 142,523 shares; 2025Q3: 159,418 shares; 2025Q4: 157,316 shares; 2026Q1: 171,930 shares; 2026Q2: 149,064 shares 149,064 $7.42M 0.19% -22,866 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: 16,588 shares; 2024Q4: 15,882 shares; 2025Q1: 15,240 shares; 2025Q2: 17,540 shares; 2025Q3: 14,958 shares; 2025Q4: 22,347 shares; 2026Q1: 43,108 shares; 2026Q2: 45,005 shares 45,005 $7.39M 0.19% +1,897 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,714 shares; 2024Q4: 13,511 shares; 2025Q1: 14,667 shares; 2025Q2: 13,616 shares; 2025Q3: 13,639 shares; 2025Q4: 12,995 shares; 2026Q1: 22,016 shares; 2026Q2: 17,492 shares 17,492 $7.16M 0.19% -4,524 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: 72,132 shares; 2024Q4: 95,053 shares; 2025Q1: 79,828 shares; 2025Q2: 75,784 shares; 2025Q3: 73,021 shares; 2025Q4: 70,866 shares; 2026Q1: 69,270 shares; 2026Q2: 66,785 shares 66,785 $6.94M 0.18% -2,485 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: 9,062 shares; 2024Q4: 11,579 shares; 2025Q1: 13,176 shares; 2025Q2: 14,793 shares; 2025Q3: 15,933 shares; 2025Q4: 15,620 shares; 2026Q1: 13,481 shares; 2026Q2: 13,485 shares 13,485 $6.93M 0.18% +4 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: 20,535 shares; 2024Q4: 30,565 shares; 2025Q1: 28,981 shares; 2025Q2: 36,818 shares; 2025Q3: 31,067 shares; 2025Q4: 29,629 shares; 2026Q1: 35,158 shares; 2026Q2: 30,445 shares 30,445 $6.68M 0.17% -4,713 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,347 shares; 2025Q1: 1,727 shares; 2025Q2: 1,554 shares; 2025Q3: 1,920 shares; 2025Q4: 2,121 shares; 2026Q1: 2,237 shares; 2026Q2: 22,104 shares 22,104 $6.67M 0.17% +19,867 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: 55,127 shares; 2024Q4: 82,506 shares; 2025Q1: 97,726 shares; 2025Q2: 104,742 shares; 2025Q3: 92,293 shares; 2025Q4: 67,841 shares; 2026Q1: 65,417 shares; 2026Q2: 77,034 shares 77,034 $6.66M 0.17% +11,617 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,169 shares; 2024Q4: 211,947 shares; 2025Q1: 198,728 shares; 2025Q2: 183,484 shares; 2025Q3: 193,119 shares; 2025Q4: 187,268 shares; 2026Q1: 174,965 shares; 2026Q2: 178,805 shares 178,805 $6.46M 0.17% +3,840 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: 62,451 shares; 2024Q4: 33,877 shares; 2025Q1: 34,068 shares; 2025Q2: 33,058 shares; 2025Q3: 38,168 shares; 2025Q4: 84,945 shares; 2026Q1: 85,498 shares; 2026Q2: 73,527 shares 73,527 $6.45M 0.17% -11,971 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: 14,579 shares; 2024Q4: 16,903 shares; 2025Q1: 17,751 shares; 2025Q2: 20,722 shares; 2025Q3: 22,477 shares; 2025Q4: 22,520 shares; 2026Q1: 20,283 shares; 2026Q2: 43,573 shares 43,573 $6.39M 0.17% +23,290 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: 24,077 shares; 2025Q1: 25,180 shares; 2025Q2: 15,532 shares; 2025Q3: 17,927 shares; 2025Q4: 17,609 shares; 2026Q1: 14,477 shares; 2026Q2: 37,124 shares 37,124 $6.31M 0.16% +22,647 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,817 shares; 2024Q4: 24,222 shares; 2025Q1: 21,570 shares; 2025Q2: 18,164 shares; 2025Q3: 18,208 shares; 2025Q4: 18,500 shares; 2026Q1: 18,288 shares; 2026Q2: 18,224 shares 18,224 $6.27M 0.16% -64 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,520 shares; 2024Q4: 61,697 shares; 2025Q1: 50,127 shares; 2025Q2: 55,464 shares; 2025Q3: 66,311 shares; 2025Q4: 71,345 shares; 2026Q1: 52,207 shares; 2026Q2: 55,882 shares 55,882 $6.1M 0.16% +3,675 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,489 shares; 2024Q4: 9,362 shares; 2025Q1: 45,123 shares; 2025Q2: 42,704 shares; 2025Q3: 41,129 shares; 2025Q4: 41,356 shares; 2026Q1: 41,436 shares; 2026Q2: 41,221 shares 41,221 $5.96M 0.16% -215 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: 42,433 shares; 2024Q4: 33,287 shares; 2025Q1: 44,228 shares; 2025Q2: 37,940 shares; 2025Q3: 52,072 shares; 2025Q4: 70,555 shares; 2026Q1: 82,751 shares; 2026Q2: 242,706 shares 242,706 $5.84M 0.15% +159,955 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: 13,195 shares; 2024Q4: 18,656 shares; 2025Q1: 21,018 shares; 2025Q2: 14,824 shares; 2025Q3: 88,378 shares; 2025Q4: 107,727 shares; 2026Q1: 125,229 shares; 2026Q2: 175,418 shares 175,418 $5.84M 0.15% +50,189 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,985 shares; 2024Q4: 2,233 shares; 2025Q1: 2,412 shares; 2025Q2: 2,713 shares; 2025Q3: 2,804 shares; 2025Q4: 14,450 shares; 2026Q1: 18,996 shares; 2026Q2: 58,018 shares 58,018 $5.76M 0.15% +39,022 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: 54,981 shares; 2024Q4: 55,128 shares; 2025Q1: 53,085 shares; 2025Q2: 57,864 shares; 2025Q3: 61,535 shares; 2025Q4: 63,235 shares; 2026Q1: 61,355 shares; 2026Q2: 60,587 shares 60,587 $5.73M 0.15% -768 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: 6,815 shares; 2024Q4: 7,247 shares; 2025Q1: 7,272 shares; 2025Q2: 7,111 shares; 2025Q3: 8,817 shares; 2025Q4: 9,744 shares; 2026Q1: 7,910 shares; 2026Q2: 13,585 shares 13,585 $5.65M 0.15% +5,675 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: 26,522 shares; 2024Q4: 30,189 shares; 2025Q1: 45,678 shares; 2025Q2: 43,571 shares; 2025Q3: 45,697 shares; 2025Q4: 61,783 shares; 2026Q1: 63,622 shares; 2026Q2: 69,440 shares 69,440 $5.64M 0.15% +5,818 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: 25,971 shares; 2024Q4: 29,305 shares; 2025Q1: 30,440 shares; 2025Q2: 30,520 shares; 2025Q3: 34,815 shares; 2025Q4: 36,322 shares; 2026Q1: 36,329 shares; 2026Q2: 39,555 shares 39,555 $5.54M 0.14% +3,226 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: 5,343 shares; 2024Q4: 13,419 shares; 2025Q1: 16,639 shares; 2025Q2: 18,130 shares; 2025Q3: 19,333 shares; 2025Q4: 19,588 shares; 2026Q1: 15,325 shares; 2026Q2: 16,091 shares 16,091 $5.49M 0.14% +766 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: 25,332 shares; 2024Q4: 25,032 shares; 2025Q1: 10,554 shares; 2025Q2: 10,749 shares; 2025Q3: 11,935 shares; 2025Q4: 23,811 shares; 2026Q1: 22,735 shares; 2026Q2: 14,167 shares 14,167 $5.29M 0.14% -8,568 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,965 shares; 2024Q4: 7,161 shares; 2025Q1: 8,141 shares; 2025Q2: 10,826 shares; 2025Q3: 11,034 shares; 2025Q4: 91,650 shares; 2026Q1: 83,380 shares; 2026Q2: 73,984 shares 73,984 $5.28M 0.14% -9,396 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: 18,055 shares; 2024Q4: 17,837 shares; 2025Q1: 18,149 shares; 2025Q2: 18,941 shares; 2025Q3: 22,031 shares; 2025Q4: 23,237 shares; 2026Q1: 23,958 shares; 2026Q2: 23,836 shares 23,836 $5.16M 0.13% -122 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: 6,081 shares; 2024Q4: 8,312 shares; 2025Q1: 23,193 shares; 2025Q2: 36,196 shares; 2025Q3: 38,995 shares; 2025Q4: 36,148 shares; 2026Q1: 39,125 shares; 2026Q2: 40,613 shares 40,613 $5.13M 0.13% +1,488 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: 12,893 shares; 2024Q4: 15,220 shares; 2025Q1: 15,230 shares; 2025Q2: 19,544 shares; 2025Q3: 20,294 shares; 2025Q4: 23,037 shares; 2026Q1: 21,799 shares; 2026Q2: 24,480 shares 24,480 $5.12M 0.13% +2,681 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,390 shares; 2024Q4: 5,534 shares; 2025Q1: 5,251 shares; 2025Q2: 4,905 shares; 2025Q3: 5,989 shares; 2025Q4: 4,997 shares; 2026Q1: 5,031 shares; 2026Q2: 42,429 shares 42,429 $5.07M 0.13% +37,398 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,632 shares; 2026Q1: 20,415 shares; 2026Q2: 41,410 shares 41,410 $5.02M 0.13% +20,995 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,983 shares; 2024Q4: 54,709 shares; 2025Q1: 55,728 shares; 2025Q2: 67,188 shares; 2025Q3: 78,994 shares; 2025Q4: 85,432 shares; 2026Q1: 99,861 shares; 2026Q2: 86,886 shares 86,886 $5.01M 0.13% -12,975 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: 10,731 shares; 2024Q4: 14,057 shares; 2025Q1: 15,518 shares; 2025Q2: 15,586 shares; 2025Q3: 18,730 shares; 2025Q4: 20,742 shares; 2026Q1: 20,533 shares; 2026Q2: 21,055 shares 21,055 $4.98M 0.13% +522 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,391 shares; 2024Q4: 15,933 shares; 2025Q1: 21,761 shares; 2025Q2: 20,640 shares; 2025Q3: 23,339 shares; 2025Q4: 27,034 shares; 2026Q1: 30,578 shares; 2026Q2: 30,759 shares 30,759 $4.82M 0.13% +181 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,859 shares; 2024Q4: 14,456 shares; 2025Q1: 12,518 shares; 2025Q2: 17,342 shares; 2025Q3: 19,817 shares; 2025Q4: 21,469 shares; 2026Q1: 21,791 shares; 2026Q2: 22,798 shares 22,798 $4.72M 0.12% +1,007 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: 9,139 shares; 2024Q4: 10,712 shares; 2025Q1: 11,897 shares; 2025Q2: 13,147 shares; 2025Q3: 15,282 shares; 2025Q4: 25,988 shares; 2026Q1: 31,546 shares; 2026Q2: 30,991 shares 30,991 $4.7M 0.12% -555 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,832 shares; 2025Q3: 5,195 shares; 2025Q4: 6,058 shares; 2026Q1: 6,883 shares; 2026Q2: 7,299 shares 7,299 $4.66M 0.12% +416 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,593 shares; 2024Q4: 6,470 shares; 2025Q1: 127,285 shares; 2025Q2: 124,197 shares; 2025Q3: 108,379 shares; 2025Q4: 98,557 shares; 2026Q1: 101,719 shares; 2026Q2: 95,665 shares 95,665 $4.6M 0.12% -6,054 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,863 shares; 2024Q4: not reported; 2025Q1: 5,878 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,293 shares; 2026Q1: 47,018 shares; 2026Q2: 43,758 shares 43,758 $4.6M 0.12% -3,260 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,159 shares; 2024Q4: 9,485 shares; 2025Q1: 12,554 shares; 2025Q2: 12,796 shares; 2025Q3: 11,135 shares; 2025Q4: 16,128 shares; 2026Q1: 28,492 shares; 2026Q2: 28,846 shares 28,846 $4.43M 0.12% +354 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,351 shares; 2024Q4: 17,537 shares; 2025Q1: 14,142 shares; 2025Q2: 14,319 shares; 2025Q3: 14,839 shares; 2025Q4: 16,785 shares; 2026Q1: 20,375 shares; 2026Q2: 26,401 shares 26,401 $4.32M 0.11% +6,026 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: 19,085 shares; 2024Q4: 24,327 shares; 2025Q1: 27,258 shares; 2025Q2: 34,436 shares; 2025Q3: 37,226 shares; 2025Q4: 42,035 shares; 2026Q1: 13,329 shares; 2026Q2: 53,581 shares 53,581 $4.32M 0.11% +40,252 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: 4,499 shares; 2024Q4: 5,399 shares; 2025Q1: 6,530 shares; 2025Q2: 7,081 shares; 2025Q3: 7,911 shares; 2025Q4: 15,617 shares; 2026Q1: 17,058 shares; 2026Q2: 15,416 shares 15,416 $4.17M 0.11% -1,642 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: 1,803 shares; 2024Q4: 9,234 shares; 2025Q1: 10,771 shares; 2025Q2: 11,015 shares; 2025Q3: 8,292 shares; 2025Q4: 7,128 shares; 2026Q1: 19,227 shares; 2026Q2: 18,322 shares 18,322 $4.16M 0.11% -905 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,384 shares; 2025Q1: 65,579 shares; 2025Q2: 62,205 shares; 2025Q3: 56,364 shares; 2025Q4: 53,489 shares; 2026Q1: 59,415 shares; 2026Q2: 59,182 shares 59,182 $4.14M 0.11% -233 Timeline TRT TRIO TECH INTL More: the full row for TRIO TECH INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 359,500 shares; 2025Q3: 359,500 shares; 2025Q4: 334,500 shares; 2026Q1: 621,500 shares; 2026Q2: 334,899 shares 334,899 $4.13M 0.11% -286,601 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,735 shares; 2024Q4: 15,496 shares; 2025Q1: 22,380 shares; 2025Q2: 17,096 shares; 2025Q3: 26,506 shares; 2025Q4: 31,493 shares; 2026Q1: 37,239 shares; 2026Q2: 49,521 shares 49,521 $4.13M 0.11% +12,282 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: 93,159 shares; 2024Q4: 102,012 shares; 2025Q1: 120,974 shares; 2025Q2: 125,620 shares; 2025Q3: 152,843 shares; 2025Q4: 173,730 shares; 2026Q1: 184,145 shares; 2026Q2: 205,851 shares 205,851 $4.09M 0.11% +21,706 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: 6,956 shares; 2024Q4: 7,789 shares; 2025Q1: 8,983 shares; 2025Q2: 10,782 shares; 2025Q3: 11,021 shares; 2025Q4: 8,453 shares; 2026Q1: 8,797 shares; 2026Q2: 7,726 shares 7,726 $4.04M 0.11% -1,071 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,390 shares; 2024Q4: 8,675 shares; 2025Q1: 8,966 shares; 2025Q2: 9,502 shares; 2025Q3: 11,478 shares; 2025Q4: 12,060 shares; 2026Q1: 9,375 shares; 2026Q2: 11,270 shares 11,270 $3.97M 0.1% +1,895 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,930 shares; 2024Q4: 127,484 shares; 2025Q1: 164,982 shares; 2025Q2: 194,128 shares; 2025Q3: 225,879 shares; 2025Q4: 253,126 shares; 2026Q1: 262,481 shares; 2026Q2: 283,998 shares 283,998 $3.92M 0.1% +21,517 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: 6,793 shares; 2024Q4: 11,851 shares; 2025Q1: 13,612 shares; 2025Q2: 13,605 shares; 2025Q3: 10,376 shares; 2025Q4: 4,783 shares; 2026Q1: 25,819 shares; 2026Q2: 28,209 shares 28,209 $3.88M 0.1% +2,390 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,999 shares; 2024Q4: 9,830 shares; 2025Q1: 12,626 shares; 2025Q2: 15,629 shares; 2025Q3: 15,236 shares; 2025Q4: 18,066 shares; 2026Q1: 17,615 shares; 2026Q2: 21,306 shares 21,306 $3.85M 0.1% +3,691 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,589 shares; 2024Q4: 5,435 shares; 2025Q1: 5,151 shares; 2025Q2: 6,637 shares; 2025Q3: 8,652 shares; 2025Q4: 9,842 shares; 2026Q1: 10,674 shares; 2026Q2: 11,276 shares 11,276 $3.81M 0.1% +602 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: 6,157 shares; 2024Q4: 6,803 shares; 2025Q1: 6,839 shares; 2025Q2: 7,339 shares; 2025Q3: 7,269 shares; 2025Q4: 9,368 shares; 2026Q1: 9,436 shares; 2026Q2: 10,254 shares 10,254 $3.78M 0.1% +818 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: 25,825 shares; 2024Q4: 28,601 shares; 2025Q1: 29,135 shares; 2025Q2: 44,844 shares; 2025Q3: 49,006 shares; 2025Q4: 64,607 shares; 2026Q1: 52,473 shares; 2026Q2: 69,171 shares 69,171 $3.75M 0.1% +16,698 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,629 shares; 2025Q4: 19,044 shares; 2026Q1: 49,024 shares; 2026Q2: 90,774 shares 90,774 $3.65M 0.1% +41,750 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,295 shares; 2024Q4: 9,844 shares; 2025Q1: 27,730 shares; 2025Q2: 22,885 shares; 2025Q3: 26,264 shares; 2025Q4: 19,256 shares; 2026Q1: 21,490 shares; 2026Q2: 28,970 shares 28,970 $3.6M 0.09% +7,480 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,602 shares; 2024Q4: 2,806 shares; 2025Q1: 3,173 shares; 2025Q2: 3,370 shares; 2025Q3: 3,865 shares; 2025Q4: 11,122 shares; 2026Q1: 11,795 shares; 2026Q2: 11,255 shares 11,255 $3.57M 0.09% -540 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: 10,345 shares; 2024Q4: 10,248 shares; 2025Q1: 10,881 shares; 2025Q2: 10,313 shares; 2025Q3: 11,001 shares; 2025Q4: 12,152 shares; 2026Q1: 11,455 shares; 2026Q2: 12,944 shares 12,944 $3.52M 0.09% +1,489 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,150 shares; 2024Q4: 17,828 shares; 2025Q1: 48,528 shares; 2025Q2: 43,703 shares; 2025Q3: 50,296 shares; 2025Q4: 56,442 shares; 2026Q1: 61,954 shares; 2026Q2: 67,219 shares 67,219 $3.49M 0.09% +5,265 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: 14,357 shares; 2024Q4: 47,021 shares; 2025Q1: 48,805 shares; 2025Q2: 49,299 shares; 2025Q3: 50,712 shares; 2025Q4: 53,351 shares; 2026Q1: 52,883 shares; 2026Q2: 55,395 shares 55,395 $3.48M 0.09% +2,512 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: 7,171 shares; 2024Q4: 14,964 shares; 2025Q1: 19,729 shares; 2025Q2: 31,142 shares; 2025Q3: 34,608 shares; 2025Q4: 35,057 shares; 2026Q1: 33,712 shares; 2026Q2: 29,564 shares 29,564 $3.47M 0.09% -4,148 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,575 shares; 2024Q4: 2,331 shares; 2025Q1: 2,407 shares; 2025Q2: 3,644 shares; 2025Q3: 3,220 shares; 2025Q4: 4,000 shares; 2026Q1: 3,081 shares; 2026Q2: 4,535 shares 4,535 $3.46M 0.09% +1,454 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,699 shares; 2024Q4: 64,796 shares; 2025Q1: 57,410 shares; 2025Q2: 54,628 shares; 2025Q3: 49,660 shares; 2025Q4: 47,992 shares; 2026Q1: 43,106 shares; 2026Q2: 41,855 shares 41,855 $3.41M 0.09% -1,251 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,286 shares; 2024Q4: 81,895 shares; 2025Q1: 83,592 shares; 2025Q2: 83,592 shares; 2025Q3: 83,592 shares; 2025Q4: 85,044 shares; 2026Q1: 85,404 shares; 2026Q2: 88,736 shares 88,736 $3.39M 0.09% +3,332 Timeline VSS 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: 27,356 shares; 2024Q4: 28,034 shares; 2025Q1: 26,592 shares; 2025Q2: 23,147 shares; 2025Q3: 24,372 shares; 2025Q4: 24,897 shares; 2026Q1: 22,811 shares; 2026Q2: 21,906 shares 21,906 $3.38M 0.09% -905 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,360 shares; 2024Q4: 9,834 shares; 2025Q1: 12,855 shares; 2025Q2: 13,088 shares; 2025Q3: 8,663 shares; 2025Q4: 8,337 shares; 2026Q1: 49,663 shares; 2026Q2: 49,693 shares 49,693 $3.38M 0.09% +30 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,288 shares; 2024Q4: 31,967 shares; 2025Q1: 29,945 shares; 2025Q2: 30,967 shares; 2025Q3: 32,991 shares; 2025Q4: 35,964 shares; 2026Q1: 33,982 shares; 2026Q2: 35,017 shares 35,017 $3.38M 0.09% +1,035 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: 20,384 shares; 2024Q4: 14,529 shares; 2025Q1: 22,223 shares; 2025Q2: 21,244 shares; 2025Q3: 22,725 shares; 2025Q4: 33,934 shares; 2026Q1: 33,080 shares; 2026Q2: 32,607 shares 32,607 $3.37M 0.09% -473 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,757 shares; 2024Q4: 4,170 shares; 2025Q1: 13,371 shares; 2025Q2: 17,673 shares; 2025Q3: 21,375 shares; 2025Q4: 24,264 shares; 2026Q1: 25,422 shares; 2026Q2: 27,694 shares 27,694 $3.36M 0.09% +2,272 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: 118,332 shares; 2024Q4: 127,800 shares; 2025Q1: 227,488 shares; 2025Q2: 240,779 shares; 2025Q3: 258,724 shares; 2025Q4: 143,120 shares; 2026Q1: 165,163 shares; 2026Q2: 162,004 shares 162,004 $3.35M 0.09% -3,159 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: 28,616 shares; 2024Q4: 26,680 shares; 2025Q1: 35,926 shares; 2025Q2: 40,919 shares; 2025Q3: 44,419 shares; 2025Q4: 44,998 shares; 2026Q1: 41,874 shares; 2026Q2: 40,696 shares 40,696 $3.34M 0.09% -1,178 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: 25,855 shares; 2024Q4: 30,976 shares; 2025Q1: 34,502 shares; 2025Q2: 37,397 shares; 2025Q3: 41,586 shares; 2025Q4: 45,287 shares; 2026Q1: 39,330 shares; 2026Q2: 40,332 shares 40,332 $3.33M 0.09% +1,002 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,520 shares; 2024Q4: 5,058 shares; 2025Q1: 4,739 shares; 2025Q2: 5,556 shares; 2025Q3: 5,858 shares; 2025Q4: 12,047 shares; 2026Q1: 12,238 shares; 2026Q2: 12,739 shares 12,739 $3.32M 0.09% +501 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514 shares; 2024Q4: 719 shares; 2025Q1: 831 shares; 2025Q2: 951 shares; 2025Q3: 1,039 shares; 2025Q4: 1,057 shares; 2026Q1: 709 shares; 2026Q2: 18,516 shares 18,516 $3.3M 0.09% +17,807 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,499 shares; 2024Q4: 133,665 shares; 2025Q1: 146,159 shares; 2025Q2: 187,675 shares; 2025Q3: 253,471 shares; 2025Q4: 161,797 shares; 2026Q1: 136,253 shares; 2026Q2: 139,317 shares 139,317 $3.27M 0.09% +3,064 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,555 shares; 2024Q4: 21,211 shares; 2025Q1: 24,277 shares; 2025Q2: 28,499 shares; 2025Q3: 30,617 shares; 2025Q4: 33,105 shares; 2026Q1: 32,249 shares; 2026Q2: 28,597 shares 28,597 $3.27M 0.09% -3,652 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: 6,241 shares; 2024Q4: 6,928 shares; 2025Q1: 8,088 shares; 2025Q2: 8,032 shares; 2025Q3: 8,062 shares; 2025Q4: 12,703 shares; 2026Q1: 14,168 shares; 2026Q2: 14,528 shares 14,528 $3.24M 0.08% +360 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,735 shares; 2026Q1: 67,294 shares; 2026Q2: 64,799 shares 64,799 $3.23M 0.08% -2,495 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,815 shares; 2024Q4: 3,069 shares; 2025Q1: 4,546 shares; 2025Q2: 4,265 shares; 2025Q3: 5,063 shares; 2025Q4: 4,167 shares; 2026Q1: 6,080 shares; 2026Q2: 6,189 shares 6,189 $3.21M 0.08% +109 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: 4,027 shares; 2024Q4: 4,559 shares; 2025Q1: 5,015 shares; 2025Q2: 6,258 shares; 2025Q3: 6,639 shares; 2025Q4: 6,499 shares; 2026Q1: 7,195 shares; 2026Q2: 7,463 shares 7,463 $3.18M 0.08% +268 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,711 shares; 2024Q4: 13,758 shares; 2025Q1: 15,098 shares; 2025Q2: 21,608 shares; 2025Q3: 29,890 shares; 2025Q4: 29,472 shares; 2026Q1: 28,458 shares; 2026Q2: 29,158 shares 29,158 $3.1M 0.08% +700 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: 5,388 shares; 2024Q4: 5,362 shares; 2025Q1: 6,705 shares; 2025Q2: 6,311 shares; 2025Q3: 6,840 shares; 2025Q4: 9,377 shares; 2026Q1: 17,195 shares; 2026Q2: 8,559 shares 8,559 $3.1M 0.08% -8,636 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,245 shares; 2024Q4: 30,731 shares; 2025Q1: 29,490 shares; 2025Q2: 30,197 shares; 2025Q3: 28,994 shares; 2025Q4: 29,652 shares; 2026Q1: 29,132 shares; 2026Q2: 29,775 shares 29,775 $3.1M 0.08% +643 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,513 shares; 2024Q4: 61,161 shares; 2025Q1: 71,211 shares; 2025Q2: 84,407 shares; 2025Q3: 96,793 shares; 2025Q4: 110,507 shares; 2026Q1: 112,396 shares; 2026Q2: 122,480 shares 122,480 $3.07M 0.08% +10,084 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: 48,594 shares; 2024Q4: 49,059 shares; 2025Q1: 48,373 shares; 2025Q2: 49,367 shares; 2025Q3: 57,439 shares; 2025Q4: 58,409 shares; 2026Q1: 66,504 shares; 2026Q2: 71,695 shares 71,695 $3.04M 0.08% +5,191 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,917 shares; 2024Q4: 2,179 shares; 2025Q1: 2,843 shares; 2025Q2: 2,525 shares; 2025Q3: 2,384 shares; 2025Q4: 6,541 shares; 2026Q1: 6,666 shares; 2026Q2: 6,108 shares 6,108 $3.03M 0.08% -558 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: 136,658 shares; 2024Q4: 137,642 shares; 2025Q1: 138,489 shares; 2025Q2: 85,387 shares; 2025Q3: 54,084 shares; 2025Q4: 53,350 shares; 2026Q1: 50,739 shares; 2026Q2: 55,682 shares 55,682 $3.03M 0.08% +4,943 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: 25,315 shares; 2024Q4: 29,953 shares; 2025Q1: 29,947 shares; 2025Q2: 29,852 shares; 2025Q3: 33,626 shares; 2025Q4: 33,620 shares; 2026Q1: 29,895 shares; 2026Q2: 31,103 shares 31,103 $2.99M 0.08% +1,208 Timeline DFIS 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: 9,020 shares; 2025Q4: 14,283 shares; 2026Q1: 37,223 shares; 2026Q2: 85,089 shares 85,089 $2.98M 0.08% +47,866 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,697 shares; 2024Q4: 2,277 shares; 2025Q1: 3,184 shares; 2025Q2: 3,717 shares; 2025Q3: 3,750 shares; 2025Q4: 4,017 shares; 2026Q1: 4,342 shares; 2026Q2: 4,646 shares 4,646 $2.95M 0.08% +304 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,041 shares; 2024Q4: 12,383 shares; 2025Q1: 19,613 shares; 2025Q2: 7,634 shares; 2025Q3: 14,240 shares; 2025Q4: 19,074 shares; 2026Q1: 21,797 shares; 2026Q2: 30,743 shares 30,743 $2.92M 0.08% +8,946 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: 12,377 shares; 2024Q4: 13,292 shares; 2025Q1: 14,629 shares; 2025Q2: 14,094 shares; 2025Q3: 15,086 shares; 2025Q4: 20,031 shares; 2026Q1: 21,420 shares; 2026Q2: 22,987 shares 22,987 $2.91M 0.08% +1,567 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: 63,146 shares; 2024Q4: 72,066 shares; 2025Q1: 109,707 shares; 2025Q2: 77,521 shares; 2025Q3: 89,811 shares; 2025Q4: 105,188 shares; 2026Q1: 113,627 shares; 2026Q2: 123,073 shares 123,073 $2.9M 0.08% +9,446 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,570 shares; 2026Q2: 14,917 shares 14,917 $2.83M 0.07% -3,653 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,632 shares; 2024Q4: 40,814 shares; 2025Q1: 44,166 shares; 2025Q2: 58,476 shares; 2025Q3: 58,654 shares; 2025Q4: 58,785 shares; 2026Q1: 53,776 shares; 2026Q2: 56,054 shares 56,054 $2.82M 0.07% +2,278 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,035 shares; 2026Q1: 17,081 shares; 2026Q2: 17,084 shares 17,084 $2.81M 0.07% +3 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: 30,679 shares; 2024Q4: 35,105 shares; 2025Q1: 40,499 shares; 2025Q2: 39,806 shares; 2025Q3: 43,411 shares; 2025Q4: 41,494 shares; 2026Q1: 46,361 shares; 2026Q2: 38,771 shares 38,771 $2.8M 0.07% -7,590 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: 26,562 shares; 2024Q4: 24,891 shares; 2025Q1: 38,493 shares; 2025Q2: 29,580 shares; 2025Q3: 37,445 shares; 2025Q4: 38,107 shares; 2026Q1: 37,509 shares; 2026Q2: 35,990 shares 35,990 $2.79M 0.07% -1,519 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,862 shares; 2024Q4: 11,434 shares; 2025Q1: 4,750 shares; 2025Q2: 19,887 shares; 2025Q3: 76,801 shares; 2025Q4: 81,723 shares; 2026Q1: 82,626 shares; 2026Q2: 54,383 shares 54,383 $2.79M 0.07% -28,243 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: 4,798 shares; 2024Q4: 6,295 shares; 2025Q1: 7,524 shares; 2025Q2: 8,194 shares; 2025Q3: 9,298 shares; 2025Q4: 9,626 shares; 2026Q1: 10,419 shares; 2026Q2: 10,790 shares 10,790 $2.76M 0.07% +371 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: 6,877 shares; 2024Q4: 6,709 shares; 2025Q1: 7,632 shares; 2025Q2: 8,257 shares; 2025Q3: 8,818 shares; 2025Q4: 8,681 shares; 2026Q1: 5,982 shares; 2026Q2: 6,351 shares 6,351 $2.74M 0.07% +369 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: 10,308 shares; 2024Q4: 12,280 shares; 2025Q1: 13,773 shares; 2025Q2: 12,787 shares; 2025Q3: 15,870 shares; 2025Q4: 16,171 shares; 2026Q1: 15,380 shares; 2026Q2: 15,477 shares 15,477 $2.73M 0.07% +97 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: 1,883 shares; 2026Q1: 3,154 shares; 2026Q2: 3,146 shares 3,146 $2.7M 0.07% -8 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,303 shares; 2025Q3: 5,681 shares; 2025Q4: 26,941 shares; 2026Q1: 28,687 shares; 2026Q2: 29,181 shares 29,181 $2.66M 0.07% +494 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: 16,487 shares; 2024Q4: 16,901 shares; 2025Q1: 18,283 shares; 2025Q2: 16,952 shares; 2025Q3: 18,390 shares; 2025Q4: 21,860 shares; 2026Q1: 23,148 shares; 2026Q2: 22,483 shares 22,483 $2.65M 0.07% -665 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: 7,655 shares; 2024Q4: 11,095 shares; 2025Q1: 15,215 shares; 2025Q2: 19,006 shares; 2025Q3: 19,155 shares; 2025Q4: 20,091 shares; 2026Q1: 22,199 shares; 2026Q2: 24,508 shares 24,508 $2.63M 0.07% +2,309 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,748 shares; 2024Q4: 11,624 shares; 2025Q1: 8,953 shares; 2025Q2: 8,906 shares; 2025Q3: 12,108 shares; 2025Q4: 14,704 shares; 2026Q1: 21,241 shares; 2026Q2: 25,571 shares 25,571 $2.63M 0.07% +4,330 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,095 shares; 2024Q4: 6,489 shares; 2025Q1: 6,857 shares; 2025Q2: 7,842 shares; 2025Q3: 7,519 shares; 2025Q4: 20,928 shares; 2026Q1: 22,435 shares; 2026Q2: 28,242 shares 28,242 $2.59M 0.07% +5,807 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,184 shares; 2024Q4: 4,757 shares; 2025Q1: 5,797 shares; 2025Q2: 5,593 shares; 2025Q3: 3,931 shares; 2025Q4: 4,928 shares; 2026Q1: 5,887 shares; 2026Q2: 6,510 shares 6,510 $2.59M 0.07% +623 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: 11,566 shares; 2024Q4: 17,551 shares; 2025Q1: 20,425 shares; 2025Q2: 73,591 shares; 2025Q3: 85,102 shares; 2025Q4: 25,769 shares; 2026Q1: 28,074 shares; 2026Q2: 35,245 shares 35,245 $2.54M 0.07% +7,171 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: 515,591 shares; 2024Q4: 908,390 shares; 2025Q1: 964,827 shares; 2025Q2: 861,881 shares; 2025Q3: 269,823 shares; 2025Q4: 45,238 shares; 2026Q1: 45,263 shares; 2026Q2: 48,147 shares 48,147 $2.52M 0.07% +2,884 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: 734 shares; 2024Q4: 1,125 shares; 2025Q1: 1,348 shares; 2025Q2: 1,432 shares; 2025Q3: 1,715 shares; 2025Q4: 2,487 shares; 2026Q1: 2,690 shares; 2026Q2: 2,573 shares 2,573 $2.52M 0.07% -117 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,587 shares; 2024Q4: 36,260 shares; 2025Q1: 39,965 shares; 2025Q2: 29,060 shares; 2025Q3: 38,679 shares; 2025Q4: 41,632 shares; 2026Q1: 41,095 shares; 2026Q2: 50,020 shares 50,020 $2.48M 0.06% +8,925 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: 1,962 shares; 2026Q1: 2,610 shares; 2026Q2: 2,566 shares 2,566 $2.48M 0.06% -44 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: 5,822 shares; 2024Q4: 60,264 shares; 2025Q1: 63,014 shares; 2025Q2: 59,266 shares; 2025Q3: 66,108 shares; 2025Q4: 66,129 shares; 2026Q1: 67,221 shares; 2026Q2: 67,057 shares 67,057 $2.47M 0.06% -164 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: 5,773 shares; 2024Q4: 6,621 shares; 2025Q1: 7,246 shares; 2025Q2: 10,385 shares; 2025Q3: 25,311 shares; 2025Q4: 14,716 shares; 2026Q1: 11,994 shares; 2026Q2: 12,296 shares 12,296 $2.47M 0.06% +302 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,387 shares; 2024Q4: 157,662 shares; 2025Q1: 179,678 shares; 2025Q2: 349,024 shares; 2025Q3: 370,402 shares; 2025Q4: 498,691 shares; 2026Q1: 504,501 shares; 2026Q2: 415,779 shares 415,779 $2.42M 0.06% -88,722 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,630 shares; 2024Q4: 40,614 shares; 2025Q1: 41,323 shares; 2025Q2: 31,888 shares; 2025Q3: 37,327 shares; 2025Q4: 42,975 shares; 2026Q1: 51,484 shares; 2026Q2: 53,650 shares 53,650 $2.42M 0.06% +2,166 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,113 shares; 2024Q4: 24,517 shares; 2025Q1: 19,229 shares; 2025Q2: 25,950 shares; 2025Q3: 37,601 shares; 2025Q4: 47,824 shares; 2026Q1: 46,248 shares; 2026Q2: 47,497 shares 47,497 $2.39M 0.06% +1,249 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: 5,020 shares; 2024Q4: 5,634 shares; 2025Q1: 6,359 shares; 2025Q2: 6,395 shares; 2025Q3: 7,010 shares; 2025Q4: 9,132 shares; 2026Q1: 10,029 shares; 2026Q2: 10,460 shares 10,460 $2.37M 0.06% +431 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: 3,648 shares; 2024Q4: 4,144 shares; 2025Q1: 6,200 shares; 2025Q2: 5,429 shares; 2025Q3: 5,596 shares; 2025Q4: 7,303 shares; 2026Q1: 7,639 shares; 2026Q2: 7,961 shares 7,961 $2.37M 0.06% +322 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,046 shares; 2024Q4: 22,489 shares; 2025Q1: 26,340 shares; 2025Q2: 24,538 shares; 2025Q3: 27,389 shares; 2025Q4: 29,820 shares; 2026Q1: 26,672 shares; 2026Q2: 24,658 shares 24,658 $2.37M 0.06% -2,014 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: 3,013 shares; 2024Q4: 3,487 shares; 2025Q1: 2,973 shares; 2025Q2: 3,482 shares; 2025Q3: 4,383 shares; 2025Q4: 7,329 shares; 2026Q1: 8,095 shares; 2026Q2: 8,090 shares 8,090 $2.35M 0.06% -5 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,224 shares; 2024Q4: 18,620 shares; 2025Q1: 19,215 shares; 2025Q2: 18,281 shares; 2025Q3: 19,727 shares; 2025Q4: 21,207 shares; 2026Q1: 20,316 shares; 2026Q2: 21,265 shares 21,265 $2.35M 0.06% +949 Timeline BSJR 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: 49,396 shares; 2024Q4: 52,328 shares; 2025Q1: 55,220 shares; 2025Q2: 70,439 shares; 2025Q3: 90,382 shares; 2025Q4: 106,924 shares; 2026Q1: 104,655 shares; 2026Q2: 104,647 shares 104,647 $2.34M 0.06% -8 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,776 shares; 2024Q4: 15,908 shares; 2025Q1: 13,434 shares; 2025Q2: 17,069 shares; 2025Q3: 32,538 shares; 2025Q4: 35,583 shares; 2026Q1: 42,642 shares; 2026Q2: 43,363 shares 43,363 $2.34M 0.06% +721 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,338 shares; 2024Q4: 1,731 shares; 2025Q1: 1,709 shares; 2025Q2: 2,234 shares; 2025Q3: 2,657 shares; 2025Q4: 3,160 shares; 2026Q1: 3,188 shares; 2026Q2: 3,248 shares 3,248 $2.32M 0.06% +60 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,344 shares; 2026Q1: 86,165 shares; 2026Q2: 91,546 shares 91,546 $2.31M 0.06% +5,381 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,399 shares; 2024Q4: 130,726 shares; 2025Q1: 149,180 shares; 2025Q2: 150,692 shares; 2025Q3: 171,298 shares; 2025Q4: 198,660 shares; 2026Q1: 214,449 shares; 2026Q2: 240,425 shares 240,425 $2.3M 0.06% +25,976 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: 20,175 shares; 2024Q4: 20,196 shares; 2025Q1: 20,028 shares; 2025Q2: 50,402 shares; 2025Q3: 21,220 shares; 2025Q4: 23,553 shares; 2026Q1: 23,390 shares; 2026Q2: 23,995 shares 23,995 $2.3M 0.06% +605 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,363 shares; 2024Q4: 26,244 shares; 2025Q1: 29,200 shares; 2025Q2: 40,835 shares; 2025Q3: 42,033 shares; 2025Q4: 35,147 shares; 2026Q1: 34,640 shares; 2026Q2: 37,179 shares 37,179 $2.3M 0.06% +2,539 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: 18,019 shares; 2024Q4: 6,640 shares; 2025Q1: 6,573 shares; 2025Q2: 6,824 shares; 2025Q3: 6,479 shares; 2025Q4: 6,500 shares; 2026Q1: 37,232 shares; 2026Q2: 37,675 shares 37,675 $2.29M 0.06% +443 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,969 shares; 2024Q4: 45,021 shares; 2025Q1: 42,130 shares; 2025Q2: 42,009 shares; 2025Q3: 42,148 shares; 2025Q4: 42,939 shares; 2026Q1: 44,065 shares; 2026Q2: 44,157 shares 44,157 $2.29M 0.06% +92 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,091 shares; 2024Q4: 2,513 shares; 2025Q1: 2,878 shares; 2025Q2: 2,912 shares; 2025Q3: 3,807 shares; 2025Q4: 6,443 shares; 2026Q1: 7,331 shares; 2026Q2: 7,235 shares 7,235 $2.28M 0.06% -96 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: 1,072 shares; 2025Q1: 1,166 shares; 2025Q2: 1,221 shares; 2025Q3: 1,347 shares; 2025Q4: 2,598 shares; 2026Q1: 2,737 shares; 2026Q2: 3,011 shares 3,011 $2.28M 0.06% +274 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,894 shares; 2024Q4: 105,467 shares; 2025Q1: 113,205 shares; 2025Q2: 115,620 shares; 2025Q3: 115,620 shares; 2025Q4: 114,486 shares; 2026Q1: 114,557 shares; 2026Q2: 120,388 shares 120,388 $2.27M 0.06% +5,831 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,574 shares; 2026Q2: 29,502 shares 29,502 $2.25M 0.06% +6,928 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,526 shares; 2024Q4: not reported; 2025Q1: 97,881 shares; 2025Q2: 104,371 shares; 2025Q3: 108,786 shares; 2025Q4: not reported; 2026Q1: 75,657 shares; 2026Q2: 83,327 shares 83,327 $2.24M 0.06% +7,670 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: 2,821 shares; 2024Q4: 3,036 shares; 2025Q1: 2,672 shares; 2025Q2: 3,938 shares; 2025Q3: 4,084 shares; 2025Q4: 4,132 shares; 2026Q1: 4,360 shares; 2026Q2: 4,368 shares 4,368 $2.23M 0.06% +8 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,862 shares; 2025Q1: 1,974 shares; 2025Q2: 2,185 shares; 2025Q3: 1,776 shares; 2025Q4: 2,221 shares; 2026Q1: 2,111 shares; 2026Q2: 2,307 shares 2,307 $2.22M 0.06% +196 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: 13,120 shares; 2024Q4: 14,861 shares; 2025Q1: 17,255 shares; 2025Q2: 16,477 shares; 2025Q3: 23,579 shares; 2025Q4: 29,808 shares; 2026Q1: 23,415 shares; 2026Q2: 21,513 shares 21,513 $2.2M 0.06% -1,902 Timeline FENI 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: 61,232 shares; 2025Q3: 60,736 shares; 2025Q4: 59,173 shares; 2026Q1: 56,139 shares; 2026Q2: 54,058 shares 54,058 $2.17M 0.06% -2,081 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: 3,177 shares; 2025Q3: 3,409 shares; 2025Q4: 3,333 shares; 2026Q1: 4,383 shares; 2026Q2: 4,412 shares 4,412 $2.16M 0.06% +29 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,590 shares; 2025Q1: 4,889 shares; 2025Q2: 3,715 shares; 2025Q3: 3,885 shares; 2025Q4: 4,288 shares; 2026Q1: 5,309 shares; 2026Q2: 5,475 shares 5,475 $2.16M 0.06% +166 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,170 shares; 2024Q4: 3,811 shares; 2025Q1: 4,642 shares; 2025Q2: 5,127 shares; 2025Q3: 5,215 shares; 2025Q4: 4,802 shares; 2026Q1: 5,371 shares; 2026Q2: 9,591 shares 9,591 $2.15M 0.06% +4,220 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,069 shares; 2024Q4: 3,358 shares; 2025Q1: 3,371 shares; 2025Q2: 3,724 shares; 2025Q3: 4,187 shares; 2025Q4: 4,983 shares; 2026Q1: 5,833 shares; 2026Q2: 6,396 shares 6,396 $2.14M 0.06% +563 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,859 shares; 2024Q4: 81,923 shares; 2025Q1: 97,259 shares; 2025Q2: 100,788 shares; 2025Q3: 109,957 shares; 2025Q4: 116,478 shares; 2026Q1: 98,177 shares; 2026Q2: 106,076 shares 106,076 $2.13M 0.06% +7,899 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: 28,633 shares; 2024Q4: 28,617 shares; 2025Q1: 28,699 shares; 2025Q2: 28,748 shares; 2025Q3: 29,148 shares; 2025Q4: 29,630 shares; 2026Q1: 29,966 shares; 2026Q2: 28,000 shares 28,000 $2.12M 0.06% -1,966 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,847 shares; 2024Q4: 5,352 shares; 2025Q1: 4,726 shares; 2025Q2: 4,947 shares; 2025Q3: 5,786 shares; 2025Q4: 7,285 shares; 2026Q1: 7,972 shares; 2026Q2: 8,573 shares 8,573 $2.11M 0.06% +601 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: 2,829 shares; 2024Q4: 2,619 shares; 2025Q1: 3,992 shares; 2025Q2: 3,958 shares; 2025Q3: 4,488 shares; 2025Q4: 11,065 shares; 2026Q1: 5,214 shares; 2026Q2: 4,209 shares 4,209 $2.11M 0.06% -1,005 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: 18,029 shares; 2024Q4: 24,305 shares; 2025Q1: 22,467 shares; 2025Q2: 22,693 shares; 2025Q3: 22,743 shares; 2025Q4: 23,023 shares; 2026Q1: 27,188 shares; 2026Q2: 26,879 shares 26,879 $2.07M 0.05% -309 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: 5,536 shares; 2024Q4: 6,597 shares; 2025Q1: 7,010 shares; 2025Q2: 7,626 shares; 2025Q3: 7,832 shares; 2025Q4: 8,013 shares; 2026Q1: 7,255 shares; 2026Q2: 7,665 shares 7,665 $2.06M 0.05% +410 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,279 shares; 2026Q2: 56,066 shares 56,066 $2.05M 0.05% +4,787 Timeline VYMI 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: 5,462 shares; 2024Q4: 5,540 shares; 2025Q1: 5,584 shares; 2025Q2: 5,780 shares; 2025Q3: 11,559 shares; 2025Q4: 13,096 shares; 2026Q1: 13,235 shares; 2026Q2: 20,830 shares 20,830 $2.05M 0.05% +7,595 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,238 shares; 2024Q4: 5,722 shares; 2025Q1: 5,784 shares; 2025Q2: 25,520 shares; 2025Q3: 25,461 shares; 2025Q4: 24,845 shares; 2026Q1: 22,975 shares; 2026Q2: 23,429 shares 23,429 $2.04M 0.05% +454 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,763 shares; 2024Q4: 13,490 shares; 2025Q1: 25,154 shares; 2025Q2: 23,978 shares; 2025Q3: 26,484 shares; 2025Q4: 37,986 shares; 2026Q1: 38,998 shares; 2026Q2: 38,743 shares 38,743 $2.03M 0.05% -255 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,129 shares; 2024Q4: 3,937 shares; 2025Q1: 5,963 shares; 2025Q2: 11,138 shares; 2025Q3: 12,108 shares; 2025Q4: 14,041 shares; 2026Q1: 13,878 shares; 2026Q2: 15,818 shares 15,818 $2.03M 0.05% +1,940 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: 690 shares; 2025Q3: 725 shares; 2025Q4: 834 shares; 2026Q1: 980 shares; 2026Q2: 1,020 shares 1,020 $2.02M 0.05% +40 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,468 shares; 2024Q4: 28,038 shares; 2025Q1: 38,087 shares; 2025Q2: 45,181 shares; 2025Q3: 52,562 shares; 2025Q4: 58,377 shares; 2026Q1: 58,784 shares; 2026Q2: 64,397 shares 64,397 $2.02M 0.05% +5,613 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: 4,696 shares; 2024Q4: 4,839 shares; 2025Q1: 7,146 shares; 2025Q2: 7,543 shares; 2025Q3: 9,274 shares; 2025Q4: 12,448 shares; 2026Q1: 9,716 shares; 2026Q2: 10,930 shares 10,930 $2.02M 0.05% +1,214 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: 4,582 shares; 2024Q4: 5,031 shares; 2025Q1: 8,393 shares; 2025Q2: 9,884 shares; 2025Q3: 10,432 shares; 2025Q4: 17,604 shares; 2026Q1: 21,715 shares; 2026Q2: 21,869 shares 21,869 $2.01M 0.05% +154 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,360 shares; 2024Q4: 10,321 shares; 2025Q1: 9,783 shares; 2025Q2: 12,929 shares; 2025Q3: 18,865 shares; 2025Q4: 17,098 shares; 2026Q1: 41,984 shares; 2026Q2: 19,227 shares 19,227 $2M 0.05% -22,757 Timeline VWOB 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: 13,522 shares; 2024Q4: 18,849 shares; 2025Q1: 20,565 shares; 2025Q2: 23,838 shares; 2025Q3: 29,249 shares; 2025Q4: 29,867 shares; 2026Q1: 29,092 shares; 2026Q2: 29,645 shares 29,645 $1.99M 0.05% +553 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,855 shares; 2024Q4: 111,953 shares; 2025Q1: 119,233 shares; 2025Q2: 135,210 shares; 2025Q3: 130,490 shares; 2025Q4: 138,733 shares; 2026Q1: 148,373 shares; 2026Q2: 38,743 shares 38,743 $1.98M 0.05% -109,630 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,275 shares; 2024Q4: 19,553 shares; 2025Q1: 35,845 shares; 2025Q2: 50,360 shares; 2025Q3: 44,773 shares; 2025Q4: 53,144 shares; 2026Q1: 61,630 shares; 2026Q2: 72,566 shares 72,566 $1.97M 0.05% +10,936 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,363 shares; 2024Q4: 2,337 shares; 2025Q1: 4,149 shares; 2025Q2: 5,020 shares; 2025Q3: 4,657 shares; 2025Q4: 6,426 shares; 2026Q1: 6,362 shares; 2026Q2: 4,894 shares 4,894 $1.95M 0.05% -1,468 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: 5,996 shares; 2024Q4: 6,288 shares; 2025Q1: 7,038 shares; 2025Q2: 6,732 shares; 2025Q3: 7,127 shares; 2025Q4: 7,185 shares; 2026Q1: 7,479 shares; 2026Q2: 6,982 shares 6,982 $1.95M 0.05% -497 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,336 shares; 2024Q4: 2,749 shares; 2025Q1: 2,331 shares; 2025Q2: 3,031 shares; 2025Q3: 3,430 shares; 2025Q4: 3,197 shares; 2026Q1: 3,609 shares; 2026Q2: 3,775 shares 3,775 $1.94M 0.05% +166 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,006 shares; 2026Q1: 102,918 shares; 2026Q2: 84,816 shares 84,816 $1.94M 0.05% -18,102 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,315 shares; 2025Q1: 32,511 shares; 2025Q2: 32,217 shares; 2025Q3: 31,933 shares; 2025Q4: 32,266 shares; 2026Q1: 32,292 shares; 2026Q2: 32,648 shares 32,648 $1.94M 0.05% +356 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: 4,517 shares; 2024Q4: 5,028 shares; 2025Q1: 5,678 shares; 2025Q2: 5,175 shares; 2025Q3: 7,395 shares; 2025Q4: 10,519 shares; 2026Q1: 12,847 shares; 2026Q2: 14,309 shares 14,309 $1.94M 0.05% +1,462 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,527 shares; 2024Q4: not reported; 2025Q1: 5,431 shares; 2025Q2: 5,665 shares; 2025Q3: 5,362 shares; 2025Q4: 8,926 shares; 2026Q1: 10,600 shares; 2026Q2: 28,292 shares 28,292 $1.94M 0.05% +17,692 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 805 shares; 2025Q1: 4,488 shares; 2025Q2: 2,607 shares; 2025Q3: 2,603 shares; 2025Q4: 4,243 shares; 2026Q1: 5,079 shares; 2026Q2: 4,886 shares 4,886 $1.92M 0.05% -193 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,431 shares; 2024Q4: 31,581 shares; 2025Q1: 34,684 shares; 2025Q2: 38,122 shares; 2025Q3: 41,202 shares; 2025Q4: 42,820 shares; 2026Q1: 27,504 shares; 2026Q2: 20,971 shares 20,971 $1.92M 0.05% -6,533 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,311 shares; 2025Q1: 5,686 shares; 2025Q2: 5,940 shares; 2025Q3: 7,357 shares; 2025Q4: 16,484 shares; 2026Q1: 16,395 shares; 2026Q2: 16,691 shares 16,691 $1.92M 0.05% +296 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: 9,783 shares; 2024Q4: 10,413 shares; 2025Q1: 10,551 shares; 2025Q2: 12,748 shares; 2025Q3: 13,244 shares; 2025Q4: 13,653 shares; 2026Q1: 11,511 shares; 2026Q2: 11,813 shares 11,813 $1.91M 0.05% +302 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: 6,348 shares; 2024Q4: 5,896 shares; 2025Q1: 7,744 shares; 2025Q2: 5,344 shares; 2025Q3: 10,157 shares; 2025Q4: 13,222 shares; 2026Q1: 16,168 shares; 2026Q2: 14,127 shares 14,127 $1.91M 0.05% -2,041 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,838 shares; 2024Q4: 69,953 shares; 2025Q1: 55,552 shares; 2025Q2: 61,141 shares; 2025Q3: 55,905 shares; 2025Q4: 54,408 shares; 2026Q1: 57,508 shares; 2026Q2: 59,753 shares 59,753 $1.91M 0.05% +2,245 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: 16,137 shares; 2024Q4: 8,965 shares; 2025Q1: 12,923 shares; 2025Q2: 16,103 shares; 2025Q3: 20,023 shares; 2025Q4: 21,071 shares; 2026Q1: 21,192 shares; 2026Q2: 20,390 shares 20,390 $1.9M 0.05% -802 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: 15,914 shares; 2024Q4: 19,650 shares; 2025Q1: 19,418 shares; 2025Q2: 10,707 shares; 2025Q3: 11,112 shares; 2025Q4: 11,115 shares; 2026Q1: 21,646 shares; 2026Q2: 21,309 shares 21,309 $1.9M 0.05% -337 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: 4,276 shares; 2024Q4: 4,559 shares; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 4,068 shares; 2025Q4: 9,018 shares; 2026Q1: 10,967 shares; 2026Q2: 14,936 shares 14,936 $1.89M 0.05% +3,969 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: 736 shares; 2024Q4: not reported; 2025Q1: 1,031 shares; 2025Q2: 1,506 shares; 2025Q3: 1,732 shares; 2025Q4: 2,353 shares; 2026Q1: 2,607 shares; 2026Q2: 2,615 shares 2,615 $1.88M 0.05% +8 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: 11,999 shares; 2024Q4: 14,884 shares; 2025Q1: 17,540 shares; 2025Q2: 19,262 shares; 2025Q3: 17,646 shares; 2025Q4: 17,781 shares; 2026Q1: 13,855 shares; 2026Q2: 12,013 shares 12,013 $1.88M 0.05% -1,842 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: 5,799 shares; 2024Q4: 8,923 shares; 2025Q1: 10,028 shares; 2025Q2: 10,451 shares; 2025Q3: 11,628 shares; 2025Q4: 11,636 shares; 2026Q1: 11,431 shares; 2026Q2: 11,733 shares 11,733 $1.85M 0.05% +302 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: 3,504 shares; 2024Q4: 4,340 shares; 2025Q1: 4,493 shares; 2025Q2: 4,560 shares; 2025Q3: 1,780 shares; 2025Q4: 1,657 shares; 2026Q1: 1,616 shares; 2026Q2: 1,778 shares 1,778 $1.85M 0.05% +162 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: 19,456 shares; 2025Q3: 45,443 shares; 2025Q4: 48,984 shares; 2026Q1: 48,095 shares; 2026Q2: 50,222 shares 50,222 $1.84M 0.05% +2,127 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: 4,500 shares; 2024Q4: 4,778 shares; 2025Q1: 4,732 shares; 2025Q2: 5,656 shares; 2025Q3: 4,621 shares; 2025Q4: 4,631 shares; 2026Q1: 5,209 shares; 2026Q2: 5,393 shares 5,393 $1.84M 0.05% +184 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,626 shares; 2024Q4: 11,065 shares; 2025Q1: 11,704 shares; 2025Q2: 10,468 shares; 2025Q3: 13,476 shares; 2025Q4: 17,740 shares; 2026Q1: 18,565 shares; 2026Q2: 21,085 shares 21,085 $1.83M 0.05% +2,520 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: 7,175 shares; 2024Q4: 12,768 shares; 2025Q1: 14,023 shares; 2025Q2: 7,692 shares; 2025Q3: 11,561 shares; 2025Q4: 23,633 shares; 2026Q1: 81,491 shares; 2026Q2: 31,680 shares 31,680 $1.83M 0.05% -49,811 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,908 shares; 2024Q4: 6,709 shares; 2025Q1: 7,727 shares; 2025Q2: 6,435 shares; 2025Q3: 8,020 shares; 2025Q4: 8,555 shares; 2026Q1: 9,660 shares; 2026Q2: 10,317 shares 10,317 $1.82M 0.05% +657 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: 4,303 shares; 2024Q4: 5,898 shares; 2025Q1: 7,718 shares; 2025Q2: 8,987 shares; 2025Q3: 10,288 shares; 2025Q4: 10,014 shares; 2026Q1: 11,009 shares; 2026Q2: 21,435 shares 21,435 $1.82M 0.05% +10,426 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,062 shares; 2024Q4: 2,381 shares; 2025Q1: 2,509 shares; 2025Q2: 2,078 shares; 2025Q3: 2,639 shares; 2025Q4: 5,571 shares; 2026Q1: 6,285 shares; 2026Q2: 6,160 shares 6,160 $1.81M 0.05% -125 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: 10,375 shares; 2024Q4: 9,442 shares; 2025Q1: 9,446 shares; 2025Q2: 16,733 shares; 2025Q3: 7,425 shares; 2025Q4: 12,519 shares; 2026Q1: 22,720 shares; 2026Q2: 21,111 shares 21,111 $1.8M 0.05% -1,609 Timeline QQQM 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: 3,520 shares; 2024Q4: 3,596 shares; 2025Q1: 1,228 shares; 2025Q2: 1,161 shares; 2025Q3: 1,355 shares; 2025Q4: 1,832 shares; 2026Q1: 2,227 shares; 2026Q2: 5,951 shares 5,951 $1.8M 0.05% +3,724 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,496 shares; 2024Q4: 5,733 shares; 2025Q1: 6,354 shares; 2025Q2: 7,108 shares; 2025Q3: 7,145 shares; 2025Q4: 7,861 shares; 2026Q1: 8,393 shares; 2026Q2: 8,590 shares 8,590 $1.77M 0.05% +197 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,503 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 15,777 shares; 2026Q1: 17,943 shares; 2026Q2: 18,796 shares 18,796 $1.76M 0.05% +853 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,918 shares; 2024Q4: 31,922 shares; 2025Q1: 31,258 shares; 2025Q2: 30,265 shares; 2025Q3: 22,865 shares; 2025Q4: 22,170 shares; 2026Q1: 35,520 shares; 2026Q2: 22,920 shares 22,920 $1.75M 0.05% -12,600 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,681 shares; 2024Q4: 5,316 shares; 2025Q1: 11,626 shares; 2025Q2: 14,866 shares; 2025Q3: 8,875 shares; 2025Q4: 3,839 shares; 2026Q1: 13,424 shares; 2026Q2: 10,851 shares 10,851 $1.75M 0.05% -2,573 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: 4,836 shares; 2024Q4: 5,267 shares; 2025Q1: 5,795 shares; 2025Q2: 4,854 shares; 2025Q3: 5,250 shares; 2025Q4: 5,227 shares; 2026Q1: 5,128 shares; 2026Q2: 5,087 shares 5,087 $1.75M 0.05% -41 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,879 shares; 2024Q4: 9,415 shares; 2025Q1: 8,748 shares; 2025Q2: 10,808 shares; 2025Q3: 12,349 shares; 2025Q4: 13,814 shares; 2026Q1: 14,387 shares; 2026Q2: 15,206 shares 15,206 $1.75M 0.05% +819 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: 1,400 shares; 2025Q1: 1,288 shares; 2025Q2: 2,834 shares; 2025Q3: 3,352 shares; 2025Q4: 3,824 shares; 2026Q1: 4,920 shares; 2026Q2: 5,567 shares 5,567 $1.74M 0.05% +647 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,264 shares; 2025Q1: 41,646 shares; 2025Q2: 48,652 shares; 2025Q3: 45,065 shares; 2025Q4: 41,953 shares; 2026Q1: 43,679 shares; 2026Q2: 35,043 shares 35,043 $1.74M 0.05% -8,636 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,942 shares; 2026Q1: 27,591 shares; 2026Q2: 30,593 shares 30,593 $1.74M 0.05% +3,002 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: 12,489 shares; 2024Q4: 12,238 shares; 2025Q1: 13,009 shares; 2025Q2: 12,427 shares; 2025Q3: 13,305 shares; 2025Q4: 13,652 shares; 2026Q1: 13,743 shares; 2026Q2: 14,743 shares 14,743 $1.73M 0.05% +1,000 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,924 shares; 2024Q4: 23,194 shares; 2025Q1: 71,837 shares; 2025Q2: 50,834 shares; 2025Q3: 76,333 shares; 2025Q4: 96,652 shares; 2026Q1: 105,911 shares; 2026Q2: 114,755 shares 114,755 $1.73M 0.05% +8,844 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: 6,590 shares; 2024Q4: 7,032 shares; 2025Q1: 7,530 shares; 2025Q2: 7,716 shares; 2025Q3: 9,075 shares; 2025Q4: 10,911 shares; 2026Q1: 8,954 shares; 2026Q2: 7,808 shares 7,808 $1.72M 0.05% -1,146 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,120 shares; 2024Q4: 17,541 shares; 2025Q1: 12,923 shares; 2025Q2: 12,421 shares; 2025Q3: 11,997 shares; 2025Q4: 12,243 shares; 2026Q1: 21,160 shares; 2026Q2: 20,774 shares 20,774 $1.71M 0.04% -386 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,447 shares; 2025Q4: 3,457 shares; 2026Q1: 12,010 shares; 2026Q2: 11,660 shares 11,660 $1.71M 0.04% -350 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,456 shares; 2025Q3: 10,456 shares; 2025Q4: 23,450 shares; 2026Q1: 44,841 shares; 2026Q2: 56,181 shares 56,181 $1.69M 0.04% +11,340 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,439 shares; 2026Q1: 5,264 shares; 2026Q2: 10,368 shares 10,368 $1.69M 0.04% +5,104 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,500 shares; 2024Q4: 91,403 shares; 2025Q1: 98,495 shares; 2025Q2: 111,225 shares; 2025Q3: 125,204 shares; 2025Q4: 20,428 shares; 2026Q1: 25,033 shares; 2026Q2: 17,579 shares 17,579 $1.66M 0.04% -7,454 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,960 shares; 2026Q2: 31,423 shares 31,423 $1.66M 0.04% -5,537 Timeline PPA 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: 9,503 shares; 2025Q1: 11,140 shares; 2025Q2: 11,252 shares; 2025Q3: 10,107 shares; 2025Q4: 9,693 shares; 2026Q1: 9,461 shares; 2026Q2: 9,358 shares 9,358 $1.65M 0.04% -103 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,422 shares; 2024Q4: 8,099 shares; 2025Q1: 14,784 shares; 2025Q2: 15,168 shares; 2025Q3: 14,322 shares; 2025Q4: 15,816 shares; 2026Q1: 17,136 shares; 2026Q2: 20,052 shares 20,052 $1.65M 0.04% +2,916 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: 3,585 shares; 2024Q4: 6,681 shares; 2025Q1: 10,366 shares; 2025Q2: 10,797 shares; 2025Q3: 13,592 shares; 2025Q4: 12,578 shares; 2026Q1: 11,783 shares; 2026Q2: 12,421 shares 12,421 $1.64M 0.04% +638 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: 5,665 shares; 2024Q4: 5,774 shares; 2025Q1: 5,839 shares; 2025Q2: 6,619 shares; 2025Q3: 6,977 shares; 2025Q4: 7,335 shares; 2026Q1: 9,619 shares; 2026Q2: 11,434 shares 11,434 $1.64M 0.04% +1,815 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,667 shares; 2025Q2: 9,287 shares; 2025Q3: 9,118 shares; 2025Q4: 9,106 shares; 2026Q1: 10,246 shares; 2026Q2: 9,768 shares 9,768 $1.62M 0.04% -478 Timeline BSJS 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: 36,999 shares; 2024Q4: 37,603 shares; 2025Q1: 38,123 shares; 2025Q2: 43,273 shares; 2025Q3: 41,226 shares; 2025Q4: 78,899 shares; 2026Q1: 73,931 shares; 2026Q2: 74,175 shares 74,175 $1.61M 0.04% +244 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: 14,395 shares; 2024Q4: 14,852 shares; 2025Q1: 15,296 shares; 2025Q2: 19,321 shares; 2025Q3: 14,266 shares; 2025Q4: 14,407 shares; 2026Q1: 14,327 shares; 2026Q2: 28,652 shares 28,652 $1.61M 0.04% +14,325 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: 2,203 shares; 2024Q4: 1,635 shares; 2025Q1: 2,172 shares; 2025Q2: 2,780 shares; 2025Q3: 3,459 shares; 2025Q4: 4,391 shares; 2026Q1: 4,250 shares; 2026Q2: 4,535 shares 4,535 $1.61M 0.04% +285 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,993 shares; 2024Q4: 4,618 shares; 2025Q1: 4,787 shares; 2025Q2: 4,852 shares; 2025Q3: 5,533 shares; 2025Q4: 5,487 shares; 2026Q1: 6,173 shares; 2026Q2: 5,898 shares 5,898 $1.6M 0.04% -275 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,211 shares; 2024Q4: 2,691 shares; 2025Q1: not reported; 2025Q2: 3,298 shares; 2025Q3: 8,306 shares; 2025Q4: 8,827 shares; 2026Q1: 8,883 shares; 2026Q2: 10,148 shares 10,148 $1.59M 0.04% +1,265 Timeline VIA VIA TRANSN INC More: the full row for VIA TRANSN 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: 87,473 shares; 2026Q2: 87,620 shares 87,620 $1.59M 0.04% +147 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: 30,673 shares; 2024Q4: 32,146 shares; 2025Q1: 30,170 shares; 2025Q2: 38,730 shares; 2025Q3: 28,043 shares; 2025Q4: 30,337 shares; 2026Q1: 18,137 shares; 2026Q2: 33,152 shares 33,152 $1.59M 0.04% +15,015 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,370 shares; 2025Q2: 27,871 shares; 2025Q3: 23,660 shares; 2025Q4: 21,460 shares; 2026Q1: 37,210 shares; 2026Q2: 37,256 shares 37,256 $1.59M 0.04% +46 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,301 shares; 2024Q4: 17,511 shares; 2025Q1: 23,158 shares; 2025Q2: 27,641 shares; 2025Q3: 18,741 shares; 2025Q4: 18,270 shares; 2026Q1: 20,529 shares; 2026Q2: 21,342 shares 21,342 $1.59M 0.04% +813 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: 4,815 shares; 2024Q4: 5,089 shares; 2025Q1: 5,422 shares; 2025Q2: 5,613 shares; 2025Q3: 5,707 shares; 2025Q4: 5,368 shares; 2026Q1: 6,613 shares; 2026Q2: 7,240 shares 7,240 $1.58M 0.04% +627 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,991 shares; 2024Q4: 12,486 shares; 2025Q1: 12,508 shares; 2025Q2: 13,117 shares; 2025Q3: 11,655 shares; 2025Q4: 11,481 shares; 2026Q1: 8,039 shares; 2026Q2: 10,200 shares 10,200 $1.57M 0.04% +2,161 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: 24,039 shares; 2024Q4: 28,019 shares; 2025Q1: 23,564 shares; 2025Q2: 20,817 shares; 2025Q3: 24,603 shares; 2025Q4: 28,962 shares; 2026Q1: 25,674 shares; 2026Q2: 25,986 shares 25,986 $1.57M 0.04% +312 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: 1,769 shares; 2024Q4: 2,016 shares; 2025Q1: 1,988 shares; 2025Q2: 2,354 shares; 2025Q3: 2,601 shares; 2025Q4: 3,213 shares; 2026Q1: 3,923 shares; 2026Q2: 4,226 shares 4,226 $1.57M 0.04% +303 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: 2,236 shares; 2024Q4: 7,248 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,814 shares; 2026Q1: 10,889 shares; 2026Q2: 9,891 shares 9,891 $1.57M 0.04% -998 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,647 shares; 2024Q4: 7,265 shares; 2025Q1: 18,575 shares; 2025Q2: 34,891 shares; 2025Q3: 31,661 shares; 2025Q4: 31,018 shares; 2026Q1: 29,358 shares; 2026Q2: 30,855 shares 30,855 $1.56M 0.04% +1,497 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,179 shares; 2024Q4: 9,321 shares; 2025Q1: 9,410 shares; 2025Q2: 11,932 shares; 2025Q3: 12,744 shares; 2025Q4: 14,752 shares; 2026Q1: 15,159 shares; 2026Q2: 16,208 shares 16,208 $1.56M 0.04% +1,049 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,364 shares; 2024Q4: 9,509 shares; 2025Q1: 9,312 shares; 2025Q2: 9,574 shares; 2025Q3: 9,866 shares; 2025Q4: 9,971 shares; 2026Q1: 8,566 shares; 2026Q2: 8,909 shares 8,909 $1.55M 0.04% +343 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: 6,349 shares; 2024Q4: 7,307 shares; 2025Q1: 7,426 shares; 2025Q2: 8,929 shares; 2025Q3: 9,486 shares; 2025Q4: 10,050 shares; 2026Q1: 10,523 shares; 2026Q2: 10,771 shares 10,771 $1.54M 0.04% +248 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,664 shares; 2024Q4: 7,325 shares; 2025Q1: 8,434 shares; 2025Q2: 8,895 shares; 2025Q3: 10,539 shares; 2025Q4: 11,068 shares; 2026Q1: 10,786 shares; 2026Q2: 11,245 shares 11,245 $1.54M 0.04% +459 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: 15,549 shares; 2024Q4: 13,940 shares; 2025Q1: 10,556 shares; 2025Q2: 8,350 shares; 2025Q3: 12,047 shares; 2025Q4: 11,944 shares; 2026Q1: 6,782 shares; 2026Q2: 7,207 shares 7,207 $1.53M 0.04% +425 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 274,394 shares; 2026Q1: 191,820 shares; 2026Q2: 116,815 shares 116,815 $1.53M 0.04% -75,005 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,382 shares; 2026Q2: 15,119 shares 15,119 $1.53M 0.04% +8,737 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: 33,054 shares; 2024Q4: 79,946 shares; 2025Q1: 84,662 shares; 2025Q2: 97,426 shares; 2025Q3: 111,185 shares; 2025Q4: 110,766 shares; 2026Q1: 58,792 shares; 2026Q2: 61,871 shares 61,871 $1.53M 0.04% +3,079 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574 shares; 2024Q4: 1,575 shares; 2025Q1: 1,686 shares; 2025Q2: 1,304 shares; 2025Q3: 2,735 shares; 2025Q4: 2,902 shares; 2026Q1: 2,895 shares; 2026Q2: 18,403 shares 18,403 $1.52M 0.04% +15,508 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,178 shares; 2024Q4: 6,970 shares; 2025Q1: 7,732 shares; 2025Q2: 8,094 shares; 2025Q3: 9,284 shares; 2025Q4: 9,727 shares; 2026Q1: 10,261 shares; 2026Q2: 10,329 shares 10,329 $1.51M 0.04% +68 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: 2,442 shares; 2024Q4: 2,785 shares; 2025Q1: 3,196 shares; 2025Q2: 3,396 shares; 2025Q3: 4,024 shares; 2025Q4: 4,297 shares; 2026Q1: 4,101 shares; 2026Q2: 4,564 shares 4,564 $1.51M 0.04% +463 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: 12,745 shares; 2024Q4: 15,202 shares; 2025Q1: 15,346 shares; 2025Q2: 16,139 shares; 2025Q3: 18,490 shares; 2025Q4: 20,651 shares; 2026Q1: 20,492 shares; 2026Q2: 16,315 shares 16,315 $1.51M 0.04% -4,177 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,436 shares; 2024Q4: 66,726 shares; 2025Q1: 13,653 shares; 2025Q2: 13,170 shares; 2025Q3: 15,509 shares; 2025Q4: 17,946 shares; 2026Q1: 19,284 shares; 2026Q2: 19,500 shares 19,500 $1.5M 0.04% +216 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,325 shares; 2024Q4: 31,518 shares; 2025Q1: 34,244 shares; 2025Q2: 41,843 shares; 2025Q3: 39,521 shares; 2025Q4: 50,919 shares; 2026Q1: 54,259 shares; 2026Q2: 50,937 shares 50,937 $1.5M 0.04% -3,322 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: 27,729 shares; 2024Q4: 27,608 shares; 2025Q1: 26,589 shares; 2025Q2: 26,632 shares; 2025Q3: 26,661 shares; 2025Q4: 8,521 shares; 2026Q1: 8,840 shares; 2026Q2: 9,215 shares 9,215 $1.49M 0.04% +375 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,810 shares; 2024Q4: 6,167 shares; 2025Q1: 6,693 shares; 2025Q2: 7,386 shares; 2025Q3: 6,856 shares; 2025Q4: 7,099 shares; 2026Q1: 5,143 shares; 2026Q2: 9,115 shares 9,115 $1.49M 0.04% +3,972 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,903 shares; 2024Q4: 8,264 shares; 2025Q1: 8,019 shares; 2025Q2: 8,094 shares; 2025Q3: 9,370 shares; 2025Q4: 17,780 shares; 2026Q1: 22,245 shares; 2026Q2: 27,094 shares 27,094 $1.48M 0.04% +4,849 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: 1,734 shares; 2025Q2: 2,356 shares; 2025Q3: 2,721 shares; 2025Q4: 7,042 shares; 2026Q1: 7,587 shares; 2026Q2: 7,327 shares 7,327 $1.48M 0.04% -260 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,064 shares; 2024Q4: 3,366 shares; 2025Q1: 3,131 shares; 2025Q2: 2,984 shares; 2025Q3: 5,052 shares; 2025Q4: 7,455 shares; 2026Q1: 8,591 shares; 2026Q2: 8,620 shares 8,620 $1.46M 0.04% +29 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 1,395 shares; 2025Q4: 2,766 shares; 2026Q1: 2,462 shares; 2026Q2: 2,977 shares 2,977 $1.44M 0.04% +515 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,824 shares; 2024Q4: 5,716 shares; 2025Q1: 7,248 shares; 2025Q2: 7,550 shares; 2025Q3: 8,587 shares; 2025Q4: 9,223 shares; 2026Q1: 10,334 shares; 2026Q2: 9,785 shares 9,785 $1.43M 0.04% -549 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,603 shares; 2026Q2: 18,985 shares 18,985 $1.42M 0.04% +11,382 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,421 shares; 2024Q4: 8,128 shares; 2025Q1: 11,304 shares; 2025Q2: 8,286 shares; 2025Q3: 9,360 shares; 2025Q4: 11,564 shares; 2026Q1: 12,570 shares; 2026Q2: 8,406 shares 8,406 $1.42M 0.04% -4,164 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,524 shares; 2024Q4: 10,641 shares; 2025Q1: 8,862 shares; 2025Q2: 11,310 shares; 2025Q3: 12,030 shares; 2025Q4: 12,538 shares; 2026Q1: 12,960 shares; 2026Q2: 13,451 shares 13,451 $1.41M 0.04% +491 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: 16,431 shares; 2024Q4: 14,443 shares; 2025Q1: 15,414 shares; 2025Q2: 24,473 shares; 2025Q3: 27,265 shares; 2025Q4: 28,427 shares; 2026Q1: 27,866 shares; 2026Q2: 29,688 shares 29,688 $1.41M 0.04% +1,822 Timeline VIDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,922 shares; 2026Q2: 35,776 shares 35,776 $1.4M 0.04% +5,854 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,206 shares; 2024Q4: 8,029 shares; 2025Q1: 9,293 shares; 2025Q2: 11,632 shares; 2025Q3: 27,396 shares; 2025Q4: 30,124 shares; 2026Q1: 119,503 shares; 2026Q2: 27,664 shares 27,664 $1.39M 0.04% -91,839 Timeline SPBO 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: 22,004 shares; 2025Q2: 26,338 shares; 2025Q3: 21,744 shares; 2025Q4: 25,722 shares; 2026Q1: 52,623 shares; 2026Q2: 47,574 shares 47,574 $1.38M 0.04% -5,049 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,872 shares; 2024Q4: 2,966 shares; 2025Q1: 3,617 shares; 2025Q2: 4,185 shares; 2025Q3: 4,781 shares; 2025Q4: 4,583 shares; 2026Q1: 5,752 shares; 2026Q2: 5,581 shares 5,581 $1.37M 0.04% -171 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,729 shares; 2024Q4: 6,102 shares; 2025Q1: 6,667 shares; 2025Q2: 5,516 shares; 2025Q3: 4,605 shares; 2025Q4: 5,095 shares; 2026Q1: 5,350 shares; 2026Q2: 6,118 shares 6,118 $1.37M 0.04% +768 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,046 shares; 2024Q4: 45,101 shares; 2025Q1: 48,244 shares; 2025Q2: 93,081 shares; 2025Q3: 96,673 shares; 2025Q4: 71,110 shares; 2026Q1: 64,207 shares; 2026Q2: 77,411 shares 77,411 $1.36M 0.04% +13,204 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,804 shares; 2025Q1: 10,039 shares; 2025Q2: 10,668 shares; 2025Q3: 11,399 shares; 2025Q4: 20,616 shares; 2026Q1: 20,235 shares; 2026Q2: 24,335 shares 24,335 $1.36M 0.04% +4,100 Timeline XRLX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,392 shares 27,392 $1.36M 0.04% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,378 shares; 2024Q4: 14,452 shares; 2025Q1: 13,556 shares; 2025Q2: 13,602 shares; 2025Q3: 16,304 shares; 2025Q4: 16,266 shares; 2026Q1: 14,375 shares; 2026Q2: 14,440 shares 14,440 $1.35M 0.04% +65 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 32,513 shares; 2026Q1: 26,976 shares; 2026Q2: 22,337 shares 22,337 $1.34M 0.04% -4,639 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,061 shares; 2024Q4: 19,810 shares; 2025Q1: 42,368 shares; 2025Q2: 46,688 shares; 2025Q3: 48,910 shares; 2025Q4: 51,974 shares; 2026Q1: 35,015 shares; 2026Q2: 39,731 shares 39,731 $1.34M 0.04% +4,716 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,057 shares; 2026Q2: 11,027 shares 11,027 $1.34M 0.04% -30 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: 50,724 shares; 2024Q4: 60,388 shares; 2025Q1: 64,329 shares; 2025Q2: 70,990 shares; 2025Q3: 12,256 shares; 2025Q4: 11,524 shares; 2026Q1: 10,584 shares; 2026Q2: 9,750 shares 9,750 $1.33M 0.03% -834 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,487 shares; 2024Q4: 44,011 shares; 2025Q1: 28,632 shares; 2025Q2: 38,648 shares; 2025Q3: 51,735 shares; 2025Q4: 52,421 shares; 2026Q1: 28,462 shares; 2026Q2: 31,252 shares 31,252 $1.33M 0.03% +2,790 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,740 shares 20,740 $1.32M 0.03% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,837 shares; 2024Q4: 4,879 shares; 2025Q1: 17,347 shares; 2025Q2: 14,625 shares; 2025Q3: 14,418 shares; 2025Q4: 14,556 shares; 2026Q1: 13,802 shares; 2026Q2: 14,676 shares 14,676 $1.32M 0.03% +874 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,225 shares; 2024Q4: 23,558 shares; 2025Q1: 24,418 shares; 2025Q2: 25,788 shares; 2025Q3: 27,670 shares; 2025Q4: 30,675 shares; 2026Q1: 31,052 shares; 2026Q2: 32,472 shares 32,472 $1.32M 0.03% +1,420 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: 16,907 shares; 2024Q4: 10,958 shares; 2025Q1: 14,994 shares; 2025Q2: 16,004 shares; 2025Q3: 16,645 shares; 2025Q4: 17,386 shares; 2026Q1: 15,905 shares; 2026Q2: 16,233 shares 16,233 $1.31M 0.03% +328 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,134 shares; 2024Q4: 7,665 shares; 2025Q1: 8,647 shares; 2025Q2: 8,353 shares; 2025Q3: 9,485 shares; 2025Q4: 11,189 shares; 2026Q1: 6,689 shares; 2026Q2: 8,047 shares 8,047 $1.31M 0.03% +1,358 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,676 shares; 2024Q4: 17,120 shares; 2025Q1: 15,145 shares; 2025Q2: 15,310 shares; 2025Q3: 19,624 shares; 2025Q4: 25,463 shares; 2026Q1: 24,880 shares; 2026Q2: 26,134 shares 26,134 $1.3M 0.03% +1,254 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,185 shares; 2025Q1: 2,305 shares; 2025Q2: 1,500 shares; 2025Q3: 1,569 shares; 2025Q4: not reported; 2026Q1: 2,596 shares; 2026Q2: 3,663 shares 3,663 $1.3M 0.03% +1,067 Timeline RDVI 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: 48,030 shares; 2024Q4: 45,585 shares; 2025Q1: 44,969 shares; 2025Q2: 43,266 shares; 2025Q3: 42,192 shares; 2025Q4: 44,804 shares; 2026Q1: 42,615 shares; 2026Q2: 43,935 shares 43,935 $1.29M 0.03% +1,320 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,417 shares; 2024Q4: 15,141 shares; 2025Q1: 18,504 shares; 2025Q2: 22,368 shares; 2025Q3: 26,910 shares; 2025Q4: 27,418 shares; 2026Q1: 35,729 shares; 2026Q2: 37,184 shares 37,184 $1.29M 0.03% +1,455 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,992 shares; 2024Q4: 5,768 shares; 2025Q1: 6,518 shares; 2025Q2: 6,842 shares; 2025Q3: 7,087 shares; 2025Q4: 5,464 shares; 2026Q1: 5,961 shares; 2026Q2: 6,321 shares 6,321 $1.28M 0.03% +360 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: 5,090 shares; 2024Q4: 4,278 shares; 2025Q1: 5,067 shares; 2025Q2: 4,150 shares; 2025Q3: 4,321 shares; 2025Q4: 4,668 shares; 2026Q1: 5,096 shares; 2026Q2: 5,745 shares 5,745 $1.28M 0.03% +649 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,716 shares; 2024Q4: 13,518 shares; 2025Q1: 13,806 shares; 2025Q2: 15,279 shares; 2025Q3: 16,606 shares; 2025Q4: 17,689 shares; 2026Q1: 18,434 shares; 2026Q2: 19,294 shares 19,294 $1.28M 0.03% +860 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,322 shares; 2024Q4: 9,369 shares; 2025Q1: 14,342 shares; 2025Q2: 14,163 shares; 2025Q3: 14,124 shares; 2025Q4: 14,141 shares; 2026Q1: 14,264 shares; 2026Q2: 14,533 shares 14,533 $1.27M 0.03% +269 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,563 shares; 2025Q2: 9,298 shares; 2025Q3: 9,931 shares; 2025Q4: 9,954 shares; 2026Q1: 10,618 shares; 2026Q2: 11,323 shares 11,323 $1.27M 0.03% +705 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,279 shares; 2024Q4: 11,294 shares; 2025Q1: 10,346 shares; 2025Q2: 13,659 shares; 2025Q3: 15,531 shares; 2025Q4: 14,037 shares; 2026Q1: 14,675 shares; 2026Q2: 16,690 shares 16,690 $1.27M 0.03% +2,015 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,035 shares; 2025Q1: 15,028 shares; 2025Q2: 14,521 shares; 2025Q3: 13,234 shares; 2025Q4: 12,426 shares; 2026Q1: 11,970 shares; 2026Q2: 11,482 shares 11,482 $1.27M 0.03% -488 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,034 shares; 2024Q4: 22,181 shares; 2025Q1: 26,603 shares; 2025Q2: 20,557 shares; 2025Q3: 22,382 shares; 2025Q4: 22,345 shares; 2026Q1: 23,483 shares; 2026Q2: 22,744 shares 22,744 $1.26M 0.03% -739 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,310 shares; 2025Q2: 9,053 shares; 2025Q3: 9,136 shares; 2025Q4: 8,159 shares; 2026Q1: 8,369 shares; 2026Q2: 89,176 shares 89,176 $1.26M 0.03% +80,807 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,129 shares; 2025Q1: 19,075 shares; 2025Q2: 16,540 shares; 2025Q3: 13,129 shares; 2025Q4: 13,266 shares; 2026Q1: 16,030 shares; 2026Q2: 15,837 shares 15,837 $1.26M 0.03% -193 Timeline HYMB 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: 26,341 shares; 2024Q4: 34,982 shares; 2025Q1: 68,126 shares; 2025Q2: 80,722 shares; 2025Q3: 68,031 shares; 2025Q4: 40,032 shares; 2026Q1: 38,717 shares; 2026Q2: 49,303 shares 49,303 $1.25M 0.03% +10,586 Timeline FLCO 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: 42,260 shares; 2025Q4: 46,092 shares; 2026Q1: 56,306 shares; 2026Q2: 58,317 shares 58,317 $1.25M 0.03% +2,011 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,636 shares; 2024Q4: 5,318 shares; 2025Q1: 7,150 shares; 2025Q2: 11,152 shares; 2025Q3: 12,602 shares; 2025Q4: 14,514 shares; 2026Q1: 14,947 shares; 2026Q2: 15,019 shares 15,019 $1.24M 0.03% +72 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: not reported; 2025Q2: not reported; 2025Q3: 1,848 shares; 2025Q4: 2,428 shares; 2026Q1: 2,537 shares; 2026Q2: 2,556 shares 2,556 $1.24M 0.03% +19 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: 6,710 shares; 2024Q4: 6,045 shares; 2025Q1: 5,895 shares; 2025Q2: 6,617 shares; 2025Q3: 7,123 shares; 2025Q4: 7,041 shares; 2026Q1: 4,313 shares; 2026Q2: 4,828 shares 4,828 $1.23M 0.03% +515 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,731 shares 38,731 $1.23M 0.03% new Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,435 shares; 2024Q4: 16,055 shares; 2025Q1: 16,012 shares; 2025Q2: 15,770 shares; 2025Q3: 15,477 shares; 2025Q4: 11,086 shares; 2026Q1: 24,752 shares; 2026Q2: 27,047 shares 27,047 $1.23M 0.03% +2,295 Timeline LIF LIFE360 INC More: the full row for LIFE360 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: 7,245 shares; 2025Q4: 7,236 shares; 2026Q1: 11,162 shares; 2026Q2: 22,185 shares 22,185 $1.23M 0.03% +11,023 Timeline QYLD 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: 80,464 shares; 2024Q4: 79,970 shares; 2025Q1: 83,210 shares; 2025Q2: 74,073 shares; 2025Q3: 76,800 shares; 2025Q4: 84,073 shares; 2026Q1: 58,022 shares; 2026Q2: 66,637 shares 66,637 $1.23M 0.03% +8,615 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: 15,843 shares; 2024Q4: 17,232 shares; 2025Q1: 11,685 shares; 2025Q2: 13,340 shares; 2025Q3: 11,899 shares; 2025Q4: 25,700 shares; 2026Q1: 24,840 shares; 2026Q2: 25,757 shares 25,757 $1.21M 0.03% +917 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: 8,525 shares; 2024Q4: 6,892 shares; 2025Q1: 7,078 shares; 2025Q2: 6,885 shares; 2025Q3: 6,494 shares; 2025Q4: 9,554 shares; 2026Q1: 7,644 shares; 2026Q2: 6,338 shares 6,338 $1.21M 0.03% -1,306 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: 3,377 shares; 2024Q4: 3,206 shares; 2025Q1: 2,835 shares; 2025Q2: 2,711 shares; 2025Q3: 2,785 shares; 2025Q4: 7,362 shares; 2026Q1: 7,297 shares; 2026Q2: 7,716 shares 7,716 $1.21M 0.03% +419 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 13,479 shares; 2025Q4: 13,608 shares; 2026Q1: 10,945 shares; 2026Q2: 15,695 shares 15,695 $1.2M 0.03% +4,750 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,124 shares; 2024Q4: 13,999 shares; 2025Q1: 13,492 shares; 2025Q2: 16,774 shares; 2025Q3: 18,638 shares; 2025Q4: 30,461 shares; 2026Q1: 27,036 shares; 2026Q2: 28,181 shares 28,181 $1.2M 0.03% +1,145 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: 562 shares; 2024Q4: 613 shares; 2025Q1: 655 shares; 2025Q2: 853 shares; 2025Q3: 1,043 shares; 2025Q4: 998 shares; 2026Q1: 938 shares; 2026Q2: 1,058 shares 1,058 $1.2M 0.03% +120 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,571 shares; 2024Q4: 1,775 shares; 2025Q1: 1,938 shares; 2025Q2: 2,007 shares; 2025Q3: 2,230 shares; 2025Q4: 2,120 shares; 2026Q1: 2,575 shares; 2026Q2: 2,598 shares 2,598 $1.19M 0.03% +23 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,867 shares; 2025Q2: 6,507 shares; 2025Q3: 6,071 shares; 2025Q4: 6,415 shares; 2026Q1: 6,910 shares; 2026Q2: 6,427 shares 6,427 $1.19M 0.03% -483 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,705 shares; 2024Q4: 1,781 shares; 2025Q1: 2,233 shares; 2025Q2: 2,559 shares; 2025Q3: 2,637 shares; 2025Q4: 2,658 shares; 2026Q1: 2,357 shares; 2026Q2: 2,396 shares 2,396 $1.18M 0.03% +39 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: 5,800 shares; 2024Q4: 5,122 shares; 2025Q1: 5,481 shares; 2025Q2: 5,504 shares; 2025Q3: 6,187 shares; 2025Q4: 6,395 shares; 2026Q1: 6,047 shares; 2026Q2: 6,956 shares 6,956 $1.18M 0.03% +909 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD 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: 26,325 shares; 2025Q4: 95,112 shares; 2026Q1: 108,406 shares; 2026Q2: 108,327 shares 108,327 $1.17M 0.03% -79 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,595 shares; 2024Q4: 16,097 shares; 2025Q1: 23,704 shares; 2025Q2: 14,031 shares; 2025Q3: 22,611 shares; 2025Q4: 24,445 shares; 2026Q1: 28,489 shares; 2026Q2: 31,569 shares 31,569 $1.17M 0.03% +3,080 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,642 shares; 2024Q4: 7,143 shares; 2025Q1: 6,842 shares; 2025Q2: 19,780 shares; 2025Q3: 20,111 shares; 2025Q4: 20,333 shares; 2026Q1: 20,956 shares; 2026Q2: 21,848 shares 21,848 $1.16M 0.03% +892 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: 814 shares; 2024Q4: 1,551 shares; 2025Q1: 1,725 shares; 2025Q2: 1,708 shares; 2025Q3: 1,721 shares; 2025Q4: 1,553 shares; 2026Q1: 1,620 shares; 2026Q2: 1,648 shares 1,648 $1.16M 0.03% +28 Timeline FIVA 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: 30,649 shares; 2026Q1: 30,679 shares; 2026Q2: 29,998 shares 29,998 $1.16M 0.03% -681 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,788 shares; 2024Q4: 5,028 shares; 2025Q1: 5,070 shares; 2025Q2: 5,220 shares; 2025Q3: 5,200 shares; 2025Q4: 5,199 shares; 2026Q1: 4,604 shares; 2026Q2: 4,545 shares 4,545 $1.15M 0.03% -59 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,046 shares; 2024Q4: 1,731 shares; 2025Q1: 1,725 shares; 2025Q2: 2,780 shares; 2025Q3: 3,146 shares; 2025Q4: 3,201 shares; 2026Q1: 3,009 shares; 2026Q2: 3,061 shares 3,061 $1.15M 0.03% +52 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: 4,156 shares; 2025Q1: 6,018 shares; 2025Q2: 6,203 shares; 2025Q3: 4,385 shares; 2025Q4: 11,704 shares; 2026Q1: 28,319 shares; 2026Q2: 21,626 shares 21,626 $1.15M 0.03% -6,693 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,341 shares; 2024Q4: 1,667 shares; 2025Q1: 1,647 shares; 2025Q2: 1,691 shares; 2025Q3: 1,934 shares; 2025Q4: 2,637 shares; 2026Q1: 3,234 shares; 2026Q2: 3,474 shares 3,474 $1.15M 0.03% +240 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: 1,372 shares; 2025Q1: 1,788 shares; 2025Q2: 1,996 shares; 2025Q3: 2,220 shares; 2025Q4: 2,409 shares; 2026Q1: 2,290 shares; 2026Q2: 2,317 shares 2,317 $1.15M 0.03% +27 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,293 shares; 2025Q1: 1,479 shares; 2025Q2: 1,649 shares; 2025Q3: 1,717 shares; 2025Q4: 1,694 shares; 2026Q1: 1,782 shares; 2026Q2: 1,858 shares 1,858 $1.15M 0.03% +76 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,860 shares; 2025Q1: 8,932 shares; 2025Q2: 9,267 shares; 2025Q3: 11,462 shares; 2025Q4: 11,621 shares; 2026Q1: 14,656 shares; 2026Q2: 21,639 shares 21,639 $1.14M 0.03% +6,983 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: 2,485 shares; 2024Q4: 2,746 shares; 2025Q1: 2,859 shares; 2025Q2: 2,748 shares; 2025Q3: 3,166 shares; 2025Q4: 3,216 shares; 2026Q1: 3,791 shares; 2026Q2: 4,777 shares 4,777 $1.14M 0.03% +986 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,413 shares; 2026Q1: 82,183 shares; 2026Q2: 81,629 shares 81,629 $1.13M 0.03% -554 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 2,851 shares; 2025Q1: 2,390 shares; 2025Q2: 4,463 shares; 2025Q3: 3,401 shares; 2025Q4: 4,542 shares; 2026Q1: 4,267 shares; 2026Q2: 4,534 shares 4,534 $1.13M 0.03% +267 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,881 shares; 2026Q2: 22,345 shares 22,345 $1.13M 0.03% +3,464 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,837 shares; 2024Q4: 15,031 shares; 2025Q1: 11,241 shares; 2025Q2: 14,195 shares; 2025Q3: 15,389 shares; 2025Q4: 16,281 shares; 2026Q1: 16,820 shares; 2026Q2: 17,756 shares 17,756 $1.12M 0.03% +936 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,796 shares 1,796 $1.12M 0.03% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,140 shares; 2024Q4: 27,558 shares; 2025Q1: 19,007 shares; 2025Q2: 17,174 shares; 2025Q3: 17,969 shares; 2025Q4: 20,840 shares; 2026Q1: 23,721 shares; 2026Q2: 18,977 shares 18,977 $1.12M 0.03% -4,744 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: 7,222 shares; 2025Q1: 24,360 shares; 2025Q2: 32,714 shares; 2025Q3: 28,117 shares; 2025Q4: 43,426 shares; 2026Q1: 21,495 shares; 2026Q2: 20,874 shares 20,874 $1.12M 0.03% -621 Timeline PWZ 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: 8,054 shares; 2024Q4: 25,440 shares; 2025Q1: 43,751 shares; 2025Q2: 64,646 shares; 2025Q3: 60,411 shares; 2025Q4: 60,539 shares; 2026Q1: 69,690 shares; 2026Q2: 45,611 shares 45,611 $1.12M 0.03% -24,079 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,234 shares 8,234 $1.12M 0.03% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,065 shares; 2024Q4: 6,366 shares; 2025Q1: 7,053 shares; 2025Q2: 8,222 shares; 2025Q3: 9,523 shares; 2025Q4: 9,359 shares; 2026Q1: 9,384 shares; 2026Q2: 9,971 shares 9,971 $1.11M 0.03% +587 Timeline BSJT 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: 21,508 shares; 2024Q4: 21,881 shares; 2025Q1: 22,240 shares; 2025Q2: 31,972 shares; 2025Q3: 32,527 shares; 2025Q4: 51,835 shares; 2026Q1: 52,446 shares; 2026Q2: 52,624 shares 52,624 $1.11M 0.03% +178 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,351 shares; 2024Q4: 10,586 shares; 2025Q1: 10,338 shares; 2025Q2: 10,036 shares; 2025Q3: 9,692 shares; 2025Q4: 8,442 shares; 2026Q1: 7,866 shares; 2026Q2: 8,399 shares 8,399 $1.11M 0.03% +533 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 608 shares; 2024Q4: 938 shares; 2025Q1: 1,218 shares; 2025Q2: 1,249 shares; 2025Q3: 1,309 shares; 2025Q4: 1,621 shares; 2026Q1: 2,330 shares; 2026Q2: 2,443 shares 2,443 $1.11M 0.03% +113 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,780 shares; 2024Q4: 47,134 shares; 2025Q1: 56,889 shares; 2025Q2: 63,121 shares; 2025Q3: 45,885 shares; 2025Q4: 55,871 shares; 2026Q1: 73,014 shares; 2026Q2: 82,965 shares 82,965 $1.1M 0.03% +9,951 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: 1,363 shares; 2025Q1: 1,599 shares; 2025Q2: 1,090 shares; 2025Q3: 3,005 shares; 2025Q4: 3,485 shares; 2026Q1: 3,517 shares; 2026Q2: 3,534 shares 3,534 $1.08M 0.03% +17 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,806 shares; 2024Q4: 4,766 shares; 2025Q1: 7,431 shares; 2025Q2: 7,408 shares; 2025Q3: 7,388 shares; 2025Q4: 7,619 shares; 2026Q1: 7,619 shares; 2026Q2: 7,300 shares 7,300 $1.08M 0.03% -319 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,407 shares; 2026Q1: 3,445 shares; 2026Q2: 3,554 shares 3,554 $1.08M 0.03% +109 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,195 shares; 2024Q4: 1,615 shares; 2025Q1: 1,822 shares; 2025Q2: 2,445 shares; 2025Q3: 2,662 shares; 2025Q4: 3,004 shares; 2026Q1: 2,923 shares; 2026Q2: 2,640 shares 2,640 $1.08M 0.03% -283 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: 4,380 shares; 2024Q4: 4,684 shares; 2025Q1: 4,310 shares; 2025Q2: 4,251 shares; 2025Q3: 5,577 shares; 2025Q4: 7,283 shares; 2026Q1: 7,873 shares; 2026Q2: 8,273 shares 8,273 $1.07M 0.03% +400 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,719 shares; 2024Q4: 21,749 shares; 2025Q1: 21,830 shares; 2025Q2: 18,998 shares; 2025Q3: 18,824 shares; 2025Q4: 19,347 shares; 2026Q1: 20,679 shares; 2026Q2: 22,665 shares 22,665 $1.07M 0.03% +1,986 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,923 shares; 2024Q4: 18,555 shares; 2025Q1: 15,992 shares; 2025Q2: 15,297 shares; 2025Q3: 14,451 shares; 2025Q4: 13,289 shares; 2026Q1: 12,289 shares; 2026Q2: 11,081 shares 11,081 $1.07M 0.03% -1,208 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; 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: 49,590 shares; 2026Q2: 57,198 shares 57,198 $1.07M 0.03% +7,608 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,139 shares; 2026Q1: 6,588 shares; 2026Q2: 6,727 shares 6,727 $1.05M 0.03% +139 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,275 shares; 2026Q2: 30,314 shares 30,314 $1.05M 0.03% +4,039 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,982 shares; 2024Q4: 9,811 shares; 2025Q1: 10,347 shares; 2025Q2: 16,457 shares; 2025Q3: 16,583 shares; 2025Q4: 16,422 shares; 2026Q1: 16,129 shares; 2026Q2: 15,435 shares 15,435 $1.04M 0.03% -694 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: 4,326 shares; 2024Q4: 19,219 shares; 2025Q1: 6,679 shares; 2025Q2: 9,999 shares; 2025Q3: 9,854 shares; 2025Q4: 9,422 shares; 2026Q1: 4,787 shares; 2026Q2: 8,745 shares 8,745 $1.04M 0.03% +3,958 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,989 shares 28,989 $1.04M 0.03% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,142 shares; 2024Q4: 15,856 shares; 2025Q1: 17,788 shares; 2025Q2: 20,653 shares; 2025Q3: 24,429 shares; 2025Q4: 26,778 shares; 2026Q1: 27,532 shares; 2026Q2: 26,199 shares 26,199 $1.03M 0.03% -1,333 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,139 shares; 2024Q4: 21,153 shares; 2025Q1: 27,510 shares; 2025Q2: 28,464 shares; 2025Q3: 31,212 shares; 2025Q4: 32,561 shares; 2026Q1: 31,118 shares; 2026Q2: 30,786 shares 30,786 $1.03M 0.03% -332 Timeline CHY CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,653 shares; 2024Q4: 20,455 shares; 2025Q1: 21,038 shares; 2025Q2: 21,038 shares; 2025Q3: 29,135 shares; 2025Q4: 66,687 shares; 2026Q1: 72,285 shares; 2026Q2: 75,566 shares 75,566 $1.03M 0.03% +3,281 Timeline FFC FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,900 shares; 2024Q4: 66,025 shares; 2025Q1: 66,025 shares; 2025Q2: 65,525 shares; 2025Q3: 64,275 shares; 2025Q4: 63,435 shares; 2026Q1: 63,435 shares; 2026Q2: 63,135 shares 63,135 $1.03M 0.03% -300 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,786 shares; 2024Q4: 3,916 shares; 2025Q1: 3,700 shares; 2025Q2: 3,570 shares; 2025Q3: 9,725 shares; 2025Q4: 10,298 shares; 2026Q1: 12,296 shares; 2026Q2: 13,342 shares 13,342 $1.02M 0.03% +1,046 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: 6,036 shares; 2024Q4: 6,840 shares; 2025Q1: 8,552 shares; 2025Q2: 9,142 shares; 2025Q3: 10,050 shares; 2025Q4: 10,055 shares; 2026Q1: 10,240 shares; 2026Q2: 6,588 shares 6,588 $1.02M 0.03% -3,652 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,619 shares; 2024Q4: 4,698 shares; 2025Q1: 5,738 shares; 2025Q2: 6,618 shares; 2025Q3: 7,477 shares; 2025Q4: 7,036 shares; 2026Q1: 10,742 shares; 2026Q2: 11,793 shares 11,793 $1.02M 0.03% +1,051 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: 5,180 shares; 2024Q4: 8,500 shares; 2025Q1: 11,977 shares; 2025Q2: 28,462 shares; 2025Q3: 29,257 shares; 2025Q4: 29,016 shares; 2026Q1: 22,244 shares; 2026Q2: 21,271 shares 21,271 $1.02M 0.03% -973 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,006 shares; 2025Q2: 1,829 shares; 2025Q3: 2,283 shares; 2025Q4: 2,785 shares; 2026Q1: 4,283 shares; 2026Q2: 4,790 shares 4,790 $1.02M 0.03% +507 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,163 shares; 2026Q2: 26,099 shares 26,099 $1.01M 0.03% +19,936 Timeline QUS 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: 7,287 shares; 2025Q3: 5,969 shares; 2025Q4: 5,546 shares; 2026Q1: 5,453 shares; 2026Q2: 5,410 shares 5,410 $1.01M 0.03% -43 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,393 shares; 2024Q4: 31,772 shares; 2025Q1: 30,232 shares; 2025Q2: 28,414 shares; 2025Q3: 30,532 shares; 2025Q4: 31,481 shares; 2026Q1: 32,156 shares; 2026Q2: 33,421 shares 33,421 $1.01M 0.03% +1,265 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436 shares; 2024Q4: 543 shares; 2025Q1: 599 shares; 2025Q2: 645 shares; 2025Q3: 595 shares; 2025Q4: 668 shares; 2026Q1: 730 shares; 2026Q2: 741 shares 741 $1.01M 0.03% +11 Timeline PICK 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: not reported; 2025Q2: not reported; 2025Q3: 16,770 shares; 2025Q4: 16,979 shares; 2026Q1: 16,944 shares; 2026Q2: 17,311 shares 17,311 $1.01M 0.03% +367 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: 862 shares; 2024Q4: not reported; 2025Q1: 986 shares; 2025Q2: 1,957 shares; 2025Q3: 2,589 shares; 2025Q4: 2,888 shares; 2026Q1: 3,097 shares; 2026Q2: 3,195 shares 3,195 $1.01M 0.03% +98 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,849 shares; 2025Q4: 4,028 shares; 2026Q1: 14,548 shares; 2026Q2: 16,756 shares 16,756 $1M 0.03% +2,208 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: 9,650 shares; 2024Q4: 8,940 shares; 2025Q1: 9,035 shares; 2025Q2: 9,124 shares; 2025Q3: 11,465 shares; 2025Q4: 11,710 shares; 2026Q1: 11,521 shares; 2026Q2: 14,575 shares 14,575 $995K 0.03% +3,054 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: 3,070 shares; 2024Q4: 3,524 shares; 2025Q1: 3,745 shares; 2025Q2: 4,438 shares; 2025Q3: 5,005 shares; 2025Q4: 5,005 shares; 2026Q1: 6,149 shares; 2026Q2: 6,078 shares 6,078 $994K 0.03% -71 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,373 shares; 2025Q3: 17,987 shares; 2025Q4: 19,207 shares; 2026Q1: 20,071 shares; 2026Q2: 20,811 shares 20,811 $992K 0.03% +740 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,980 shares; 2024Q4: 4,124 shares; 2025Q1: 4,063 shares; 2025Q2: 4,164 shares; 2025Q3: 5,099 shares; 2025Q4: 6,395 shares; 2026Q1: 6,240 shares; 2026Q2: 7,220 shares 7,220 $991K 0.03% +980 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,709 shares; 2024Q4: 2,103 shares; 2025Q1: 2,208 shares; 2025Q2: 2,944 shares; 2025Q3: 3,205 shares; 2025Q4: 4,891 shares; 2026Q1: 5,823 shares; 2026Q2: 5,500 shares 5,500 $988K 0.03% -323 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,537 shares; 2024Q4: 40,535 shares; 2025Q1: 41,762 shares; 2025Q2: 52,670 shares; 2025Q3: 56,212 shares; 2025Q4: 51,747 shares; 2026Q1: 27,703 shares; 2026Q2: 34,015 shares 34,015 $987K 0.03% +6,312 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,443 shares; 2024Q4: 11,022 shares; 2025Q1: 10,867 shares; 2025Q2: 10,187 shares; 2025Q3: 11,066 shares; 2025Q4: 11,093 shares; 2026Q1: 10,944 shares; 2026Q2: 12,088 shares 12,088 $984K 0.03% +1,144 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,096 shares; 2024Q4: 25,299 shares; 2025Q1: not reported; 2025Q2: 26,153 shares; 2025Q3: 30,974 shares; 2025Q4: 39,368 shares; 2026Q1: 43,142 shares; 2026Q2: 61,862 shares 61,862 $982K 0.03% +18,720 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,879 shares; 2024Q4: 3,095 shares; 2025Q1: 3,599 shares; 2025Q2: 3,634 shares; 2025Q3: 4,166 shares; 2025Q4: 4,593 shares; 2026Q1: 4,903 shares; 2026Q2: 5,213 shares 5,213 $982K 0.03% +310 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: 305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 445 shares; 2025Q4: 508 shares; 2026Q1: 753 shares; 2026Q2: 704 shares 704 $974K 0.03% -49 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,790 shares; 2025Q3: 1,762 shares; 2025Q4: 2,224 shares; 2026Q1: 2,669 shares; 2026Q2: 2,779 shares 2,779 $973K 0.03% +110 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,776 shares; 2024Q4: 2,588 shares; 2025Q1: 15,861 shares; 2025Q2: 15,371 shares; 2025Q3: 16,889 shares; 2025Q4: 18,756 shares; 2026Q1: 23,160 shares; 2026Q2: 25,465 shares 25,465 $969K 0.03% +2,305 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,175 shares; 2024Q4: 28,233 shares; 2025Q1: 43,670 shares; 2025Q2: 42,335 shares; 2025Q3: 42,158 shares; 2025Q4: 45,673 shares; 2026Q1: 59,618 shares; 2026Q2: 60,395 shares 60,395 $968K 0.03% +777 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,270 shares; 2026Q2: 22,417 shares 22,417 $966K 0.03% -9,853 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,523 shares; 2024Q4: 12,498 shares; 2025Q1: 13,903 shares; 2025Q2: 13,913 shares; 2025Q3: 13,913 shares; 2025Q4: 14,033 shares; 2026Q1: 38,376 shares; 2026Q2: 36,893 shares 36,893 $965K 0.03% -1,483 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,464 shares; 2024Q4: 13,622 shares; 2025Q1: 10,824 shares; 2025Q2: 14,416 shares; 2025Q3: 15,406 shares; 2025Q4: 16,200 shares; 2026Q1: 17,626 shares; 2026Q2: 17,962 shares 17,962 $964K 0.03% +336 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,371 shares; 2025Q1: 27,338 shares; 2025Q2: 27,074 shares; 2025Q3: 21,631 shares; 2025Q4: 21,631 shares; 2026Q1: 21,802 shares; 2026Q2: 22,801 shares 22,801 $962K 0.03% +999 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112 shares; 2024Q4: 1,159 shares; 2025Q1: 2,296 shares; 2025Q2: 2,437 shares; 2025Q3: 3,163 shares; 2025Q4: 2,522 shares; 2026Q1: 3,091 shares; 2026Q2: 3,419 shares 3,419 $961K 0.03% +328 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,766 shares; 2024Q4: 4,867 shares; 2025Q1: 19,406 shares; 2025Q2: 10,952 shares; 2025Q3: 8,128 shares; 2025Q4: 9,761 shares; 2026Q1: 11,277 shares; 2026Q2: 11,656 shares 11,656 $960K 0.03% +379 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 973 shares; 2025Q1: 1,095 shares; 2025Q2: 1,306 shares; 2025Q3: 1,759 shares; 2025Q4: 1,770 shares; 2026Q1: 1,979 shares; 2026Q2: 1,873 shares 1,873 $954K 0.02% -106 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,914 shares; 2025Q1: 11,900 shares; 2025Q2: 12,415 shares; 2025Q3: 13,664 shares; 2025Q4: 14,937 shares; 2026Q1: 16,223 shares; 2026Q2: 13,794 shares 13,794 $951K 0.02% -2,429 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: 582 shares; 2024Q4: 598 shares; 2025Q1: 687 shares; 2025Q2: 773 shares; 2025Q3: 900 shares; 2025Q4: 977 shares; 2026Q1: 1,136 shares; 2026Q2: 1,196 shares 1,196 $950K 0.02% +60 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: 8,898 shares; 2024Q4: 5,774 shares; 2025Q1: 9,724 shares; 2025Q2: 11,467 shares; 2025Q3: 11,244 shares; 2025Q4: 7,845 shares; 2026Q1: 9,940 shares; 2026Q2: 16,428 shares 16,428 $950K 0.02% +6,488 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: 4,683 shares; 2025Q3: 5,056 shares; 2025Q4: 3,324 shares; 2026Q1: 2,809 shares; 2026Q2: 2,770 shares 2,770 $950K 0.02% -39 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,297 shares; 2024Q4: 12,119 shares; 2025Q1: 12,770 shares; 2025Q2: 8,191 shares; 2025Q3: 9,188 shares; 2025Q4: 10,182 shares; 2026Q1: 8,565 shares; 2026Q2: 8,832 shares 8,832 $945K 0.02% +267 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: 7,463 shares; 2024Q4: 7,865 shares; 2025Q1: 13,635 shares; 2025Q2: 12,599 shares; 2025Q3: 11,077 shares; 2025Q4: 13,409 shares; 2026Q1: 6,785 shares; 2026Q2: 5,953 shares 5,953 $945K 0.02% -832 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: 4,202 shares 4,202 $941K 0.02% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,782 shares; 2024Q4: 45,332 shares; 2025Q1: 50,315 shares; 2025Q2: 41,305 shares; 2025Q3: 50,067 shares; 2025Q4: 48,415 shares; 2026Q1: 57,599 shares; 2026Q2: 58,132 shares 58,132 $939K 0.02% +533 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: 4,865 shares; 2024Q4: 3,550 shares; 2025Q1: 11,657 shares; 2025Q2: 9,944 shares; 2025Q3: 10,918 shares; 2025Q4: 10,434 shares; 2026Q1: 10,796 shares; 2026Q2: 11,863 shares 11,863 $937K 0.02% +1,067 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: 4,577 shares; 2025Q4: 5,432 shares; 2026Q1: 6,868 shares; 2026Q2: 9,199 shares 9,199 $935K 0.02% +2,331 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,591 shares; 2024Q4: 6,732 shares; 2025Q1: 5,925 shares; 2025Q2: 8,501 shares; 2025Q3: 9,669 shares; 2025Q4: 9,905 shares; 2026Q1: 10,612 shares; 2026Q2: 12,178 shares 12,178 $930K 0.02% +1,566 Timeline