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; 2024Q4: 1,430,875 shares; 2025Q1: 1,569,301 shares; 2025Q2: 1,875,033 shares; 2025Q3: 1,960,789 shares; 2025Q4: 2,061,521 shares; 2026Q1: 2,135,974 shares; 2026Q2: 2,276,475 shares; 2026Q3: 2,360,396 shares 2,360,396 $78.6M 6.27% +83,921 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; 2024Q4: 74,977 shares; 2025Q1: not reported; 2025Q2: 86,744 shares; 2025Q3: 88,677 shares; 2025Q4: 72,083 shares; 2026Q1: 74,968 shares; 2026Q2: 79,322 shares; 2026Q3: 81,366 shares 81,366 $60.2M 4.8% +2,044 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168,318 shares; 2025Q1: 195,975 shares; 2025Q2: 189,692 shares; 2025Q3: 211,119 shares; 2025Q4: 234,824 shares; 2026Q1: 237,840 shares; 2026Q2: 238,236 shares; 2026Q3: 250,622 shares 250,622 $57.2M 4.56% +12,386 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 155,597 shares; 2025Q1: 163,310 shares; 2025Q2: 151,431 shares; 2025Q3: 151,844 shares; 2025Q4: 154,099 shares; 2026Q1: 159,310 shares; 2026Q2: 162,755 shares; 2026Q3: 155,949 shares 155,949 $51.9M 4.14% -6,806 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,293 shares; 2025Q1: 48,919 shares; 2025Q2: 41,666 shares; 2025Q3: 37,512 shares; 2025Q4: 32,498 shares; 2026Q1: 396,395 shares; 2026Q2: 433,100 shares; 2026Q3: 465,447 shares 465,447 $40.5M 3.23% +32,347 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,615 shares; 2025Q1: 57,632 shares; 2025Q2: 58,374 shares; 2025Q3: 60,414 shares; 2025Q4: 61,778 shares; 2026Q1: 60,432 shares; 2026Q2: 59,344 shares; 2026Q3: 64,731 shares 64,731 $33.2M 2.65% +5,387 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; 2024Q4: 106,264 shares; 2025Q1: 110,752 shares; 2025Q2: 113,054 shares; 2025Q3: 114,410 shares; 2025Q4: 115,662 shares; 2026Q1: 114,099 shares; 2026Q2: 114,005 shares; 2026Q3: 125,710 shares 125,710 $31.3M 2.5% +11,705 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 498,717 shares; 2025Q1: 548,376 shares; 2025Q2: 540,568 shares; 2025Q3: 541,720 shares; 2025Q4: 533,293 shares; 2026Q1: 551,407 shares; 2026Q2: 576,388 shares; 2026Q3: 591,786 shares 591,786 $31.1M 2.48% +15,398 Timeline STOX HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 869,916 shares; 2026Q2: 878,898 shares; 2026Q3: 904,387 shares 904,387 $28.9M 2.31% +25,489 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 253,083 shares; 2026Q3: 287,417 shares 287,417 $27.4M 2.18% +34,334 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 664,422 shares; 2026Q3: 748,860 shares 748,860 $25.7M 2.05% +84,438 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,475 shares; 2025Q1: 59,243 shares; 2025Q2: 56,371 shares; 2025Q3: 54,814 shares; 2025Q4: 62,395 shares; 2026Q1: 64,593 shares; 2026Q2: 63,965 shares; 2026Q3: 66,368 shares 66,368 $23.3M 1.86% +2,403 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,652 shares; 2025Q4: 302,724 shares; 2026Q1: 328,349 shares; 2026Q2: 345,788 shares; 2026Q3: 355,143 shares 355,143 $23.1M 1.84% +9,355 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,654 shares; 2026Q1: 104,351 shares; 2026Q2: 227,971 shares; 2026Q3: 240,721 shares 240,721 $22.6M 1.8% +12,750 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,368 shares; 2025Q1: 71,512 shares; 2025Q2: 62,208 shares; 2025Q3: 58,516 shares; 2025Q4: 61,174 shares; 2026Q1: 63,884 shares; 2026Q2: 63,704 shares; 2026Q3: 63,730 shares 63,730 $21.9M 1.75% +26 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 431,737 shares; 2025Q1: 446,153 shares; 2025Q2: 471,867 shares; 2025Q3: 469,898 shares; 2025Q4: 481,960 shares; 2026Q1: 508,888 shares; 2026Q2: 522,233 shares; 2026Q3: 552,335 shares 552,335 $20.7M 1.65% +30,102 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 412,099 shares; 2025Q4: 427,522 shares; 2026Q1: 335,527 shares; 2026Q2: 330,397 shares; 2026Q3: 336,735 shares 336,735 $17.7M 1.41% +6,338 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 324,502 shares; 2025Q1: 360,873 shares; 2025Q2: 407,614 shares; 2025Q3: 423,502 shares; 2025Q4: 434,906 shares; 2026Q1: 341,419 shares; 2026Q2: 362,108 shares; 2026Q3: 305,779 shares 305,779 $17.2M 1.37% -56,329 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; 2024Q4: 475,706 shares; 2025Q1: 413,499 shares; 2025Q2: 402,206 shares; 2025Q3: 392,304 shares; 2025Q4: 383,568 shares; 2026Q1: 367,853 shares; 2026Q2: 355,291 shares; 2026Q3: 339,962 shares 339,962 $17.1M 1.37% -15,329 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 151,770 shares 151,770 $15.2M 1.21% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,504 shares; 2025Q1: 33,295 shares; 2025Q2: 33,461 shares; 2025Q3: 35,187 shares; 2025Q4: 35,037 shares; 2026Q1: 36,762 shares; 2026Q2: 37,531 shares; 2026Q3: 35,654 shares 35,654 $12.7M 1.01% -1,877 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,836 shares; 2025Q1: 111,868 shares; 2025Q2: 110,166 shares; 2025Q3: 110,201 shares; 2025Q4: 137,040 shares; 2026Q1: 141,443 shares; 2026Q2: 140,536 shares; 2026Q3: 138,558 shares 138,558 $12.3M 0.98% -1,978 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 386,464 shares; 2026Q3: 375,766 shares 375,766 $11.5M 0.92% -10,698 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,730 shares; 2026Q1: 121,484 shares; 2026Q2: 255,812 shares; 2026Q3: 268,083 shares 268,083 $10.7M 0.85% +12,271 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; 2024Q4: 19,681 shares; 2025Q1: 20,035 shares; 2025Q2: 18,790 shares; 2025Q3: 17,818 shares; 2025Q4: 18,103 shares; 2026Q1: 20,818 shares; 2026Q2: 20,726 shares; 2026Q3: 20,471 shares 20,471 $10.2M 0.81% -255 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; 2024Q4: 19,811 shares; 2025Q1: 19,816 shares; 2025Q2: 19,819 shares; 2025Q3: 19,823 shares; 2025Q4: 19,783 shares; 2026Q1: 19,771 shares; 2026Q2: 118,652 shares; 2026Q3: 116,895 shares 116,895 $9.99M 0.8% -1,757 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 244,810 shares; 2026Q3: 270,878 shares 270,878 $9.55M 0.76% +26,068 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,879 shares; 2025Q1: 29,289 shares; 2025Q2: 32,616 shares; 2025Q3: 28,614 shares; 2025Q4: 28,679 shares; 2026Q1: 29,561 shares; 2026Q2: 26,885 shares; 2026Q3: 26,816 shares 26,816 $9.14M 0.73% -69 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; 2024Q4: 12,553 shares; 2025Q1: 12,567 shares; 2025Q2: 6,915 shares; 2025Q3: 8,029 shares; 2025Q4: 8,042 shares; 2026Q1: 6,553 shares; 2026Q2: 7,919 shares; 2026Q3: 8,407 shares 8,407 $8.95M 0.71% +488 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; 2024Q4: 9,095 shares; 2025Q1: 11,534 shares; 2025Q2: 11,337 shares; 2025Q3: 14,357 shares; 2025Q4: 14,597 shares; 2026Q1: 15,809 shares; 2026Q2: 14,499 shares; 2026Q3: 12,009 shares 12,009 $8.71M 0.69% -2,490 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,825 shares; 2026Q2: 27,695 shares; 2026Q3: 27,994 shares 27,994 $8.53M 0.68% +299 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; 2024Q4: 9,754 shares; 2025Q1: 4,935 shares; 2025Q2: 5,632 shares; 2025Q3: 5,805 shares; 2025Q4: 7,125 shares; 2026Q1: 7,629 shares; 2026Q2: 10,829 shares; 2026Q3: 13,842 shares 13,842 $8.47M 0.68% +3,013 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129,780 shares; 2025Q1: 205,594 shares; 2025Q2: 193,277 shares; 2025Q3: 182,859 shares; 2025Q4: 191,004 shares; 2026Q1: 186,094 shares; 2026Q2: 166,592 shares; 2026Q3: 169,041 shares 169,041 $7.32M 0.58% +2,449 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 172,006 shares; 2025Q1: 167,136 shares; 2025Q2: 157,670 shares; 2025Q3: 149,523 shares; 2025Q4: 139,292 shares; 2026Q1: 137,462 shares; 2026Q2: 136,202 shares; 2026Q3: 126,005 shares 126,005 $6.92M 0.55% -10,197 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; 2024Q4: 80,581 shares; 2025Q1: 83,497 shares; 2025Q2: 80,693 shares; 2025Q3: 79,038 shares; 2025Q4: 80,080 shares; 2026Q1: 79,738 shares; 2026Q2: 56,664 shares; 2026Q3: 58,534 shares 58,534 $6.89M 0.55% +1,870 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,447 shares; 2025Q1: 67,480 shares; 2025Q2: 60,421 shares; 2025Q3: 55,448 shares; 2025Q4: 178,147 shares; 2026Q1: 196,095 shares; 2026Q2: 199,851 shares; 2026Q3: 152,767 shares 152,767 $6.81M 0.54% -47,084 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 297,955 shares; 2026Q2: 258,359 shares; 2026Q3: 283,433 shares 283,433 $6.69M 0.53% +25,074 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,679 shares; 2025Q1: 11,481 shares; 2025Q2: 7,720 shares; 2025Q3: 7,485 shares; 2025Q4: 6,638 shares; 2026Q1: 8,896 shares; 2026Q2: 8,739 shares; 2026Q3: 8,729 shares 8,729 $6.69M 0.53% -10 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; 2024Q4: 2,655 shares; 2025Q1: 2,976 shares; 2025Q2: 4,559 shares; 2025Q3: 4,788 shares; 2025Q4: 4,502 shares; 2026Q1: 4,710 shares; 2026Q2: 5,274 shares; 2026Q3: 5,776 shares 5,776 $6.68M 0.53% +502 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,103 shares; 2025Q1: 108,250 shares; 2025Q2: 102,655 shares; 2025Q3: 100,208 shares; 2025Q4: 98,944 shares; 2026Q1: 99,429 shares; 2026Q2: 78,204 shares; 2026Q3: 80,381 shares 80,381 $6.56M 0.52% +2,177 Timeline JBND 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; 2024Q4: 112,686 shares; 2025Q1: 109,179 shares; 2025Q2: 107,522 shares; 2025Q3: 119,502 shares; 2025Q4: 129,912 shares; 2026Q1: 132,964 shares; 2026Q2: 137,654 shares; 2026Q3: 124,516 shares 124,516 $6.37M 0.51% -13,138 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; 2024Q4: 139,802 shares; 2025Q1: 146,022 shares; 2025Q2: 269,413 shares; 2025Q3: 135,644 shares; 2025Q4: 189,004 shares; 2026Q1: 157,027 shares; 2026Q2: 160,221 shares; 2026Q3: 173,321 shares 173,321 $6.23M 0.5% +13,100 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,078 shares; 2026Q2: 14,671 shares; 2026Q3: 20,836 shares 20,836 $6.14M 0.49% +6,165 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 614,551 shares; 2025Q1: 614,553 shares; 2025Q2: 614,664 shares; 2025Q3: 614,661 shares; 2025Q4: 614,666 shares; 2026Q1: 614,972 shares; 2026Q2: 615,085 shares; 2026Q3: 615,097 shares 615,097 $5.89M 0.47% +12 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 116,023 shares; 2025Q1: 127,407 shares; 2025Q2: 127,170 shares; 2025Q3: 124,019 shares; 2025Q4: 116,042 shares; 2026Q1: 120,322 shares; 2026Q2: 122,704 shares; 2026Q3: 123,057 shares 123,057 $5.84M 0.47% +353 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194,366 shares; 2026Q2: 198,156 shares; 2026Q3: 209,409 shares 209,409 $5.75M 0.46% +11,253 Timeline JIRE 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; 2024Q4: not reported; 2025Q1: 8,560 shares; 2025Q2: 8,864 shares; 2025Q3: 17,160 shares; 2025Q4: 35,541 shares; 2026Q1: 37,268 shares; 2026Q2: 71,862 shares; 2026Q3: 67,578 shares 67,578 $5.55M 0.44% -4,284 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 113,868 shares 113,868 $5.29M 0.42% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,318 shares; 2025Q1: 10,807 shares; 2025Q2: 13,947 shares; 2025Q3: 12,812 shares; 2025Q4: 12,679 shares; 2026Q1: 11,191 shares; 2026Q2: 12,767 shares; 2026Q3: 14,543 shares 14,543 $5.23M 0.42% +1,776 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; 2024Q4: 2,356 shares; 2025Q1: 3,316 shares; 2025Q2: 3,910 shares; 2025Q3: 4,544 shares; 2025Q4: 4,435 shares; 2026Q1: 4,156 shares; 2026Q2: 4,403 shares; 2026Q3: 19,479 shares 19,479 $5.16M 0.41% +15,076 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 174,614 shares; 2026Q2: 179,966 shares; 2026Q3: 147,810 shares 147,810 $5.03M 0.4% -32,156 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; 2024Q4: 8,201 shares; 2025Q1: 10,002 shares; 2025Q2: 10,333 shares; 2025Q3: 9,192 shares; 2025Q4: 10,323 shares; 2026Q1: 10,362 shares; 2026Q2: 9,911 shares; 2026Q3: 13,573 shares 13,573 $4.49M 0.36% +3,662 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,024 shares; 2025Q1: 106,438 shares; 2025Q2: 104,611 shares; 2025Q3: 100,608 shares; 2025Q4: 71,645 shares; 2026Q1: 70,664 shares; 2026Q2: 68,120 shares; 2026Q3: 90,495 shares 90,495 $4.42M 0.35% +22,375 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96,191 shares; 2025Q1: 110,180 shares; 2025Q2: 101,052 shares; 2025Q3: 102,423 shares; 2025Q4: 84,998 shares; 2026Q1: 91,608 shares; 2026Q2: 63,317 shares; 2026Q3: 63,043 shares 63,043 $4.36M 0.35% -274 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; 2024Q4: 6,309 shares; 2025Q1: 6,206 shares; 2025Q2: 5,154 shares; 2025Q3: 5,008 shares; 2025Q4: 6,044 shares; 2026Q1: 5,417 shares; 2026Q2: 5,503 shares; 2026Q3: 5,582 shares 5,582 $4.26M 0.34% +79 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; 2024Q4: 65,907 shares; 2025Q1: 65,600 shares; 2025Q2: 56,907 shares; 2025Q3: 56,978 shares; 2025Q4: 44,639 shares; 2026Q1: 44,818 shares; 2026Q2: 45,059 shares; 2026Q3: 44,744 shares 44,744 $4.18M 0.33% -315 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,616 shares; 2025Q1: 5,569 shares; 2025Q2: 4,348 shares; 2025Q3: 4,572 shares; 2025Q4: 4,576 shares; 2026Q1: 4,348 shares; 2026Q2: 4,694 shares; 2026Q3: 5,097 shares 5,097 $4.13M 0.33% +403 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,449 shares; 2025Q1: 11,516 shares; 2025Q2: 8,706 shares; 2025Q3: 8,739 shares; 2025Q4: 9,145 shares; 2026Q1: 10,206 shares; 2026Q2: 10,851 shares; 2026Q3: 14,098 shares 14,098 $3.73M 0.3% +3,247 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; 2024Q4: 4,863 shares; 2025Q1: 5,097 shares; 2025Q2: 4,567 shares; 2025Q3: 4,331 shares; 2025Q4: 4,284 shares; 2026Q1: 4,347 shares; 2026Q2: 4,208 shares; 2026Q3: 4,096 shares 4,096 $3.73M 0.3% -112 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; 2024Q4: 1,564 shares; 2025Q1: 2,100 shares; 2025Q2: 2,669 shares; 2025Q3: 4,174 shares; 2025Q4: 4,227 shares; 2026Q1: 7,241 shares; 2026Q2: 7,035 shares; 2026Q3: 9,330 shares 9,330 $3.71M 0.3% +2,295 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; 2024Q4: 72,368 shares; 2025Q1: 83,980 shares; 2025Q2: 82,505 shares; 2025Q3: 90,317 shares; 2025Q4: 95,040 shares; 2026Q1: 110,954 shares; 2026Q2: 114,865 shares; 2026Q3: 123,524 shares 123,524 $3.71M 0.3% +8,659 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,241 shares; 2025Q1: 10,058 shares; 2025Q2: 8,489 shares; 2025Q3: 8,719 shares; 2025Q4: 9,189 shares; 2026Q1: 9,418 shares; 2026Q2: 11,460 shares; 2026Q3: 14,096 shares 14,096 $3.69M 0.29% +2,636 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,660 shares; 2025Q1: 18,966 shares; 2025Q2: 16,889 shares; 2025Q3: 16,817 shares; 2025Q4: 16,906 shares; 2026Q1: 17,760 shares; 2026Q2: 17,731 shares; 2026Q3: 18,047 shares 18,047 $3.69M 0.29% +316 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,753 shares; 2026Q2: 58,746 shares; 2026Q3: 84,608 shares 84,608 $3.57M 0.28% +25,862 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,344 shares; 2025Q1: 8,334 shares; 2025Q2: 8,258 shares; 2025Q3: 8,098 shares; 2025Q4: 7,639 shares; 2026Q1: 8,124 shares; 2026Q2: 8,265 shares; 2026Q3: 8,061 shares 8,061 $3.4M 0.27% -204 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,805 shares; 2025Q1: 38,505 shares; 2025Q2: 38,473 shares; 2025Q3: 48,894 shares; 2025Q4: 60,448 shares; 2026Q1: 64,650 shares; 2026Q2: 65,345 shares; 2026Q3: 66,276 shares 66,276 $3.34M 0.27% +931 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 58,793 shares 58,793 $3.28M 0.26% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 99,685 shares 99,685 $3.24M 0.26% new 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; 2024Q4: 46,687 shares; 2025Q1: 59,956 shares; 2025Q2: 21,001 shares; 2025Q3: 18,947 shares; 2025Q4: 18,510 shares; 2026Q1: 31,907 shares; 2026Q2: 32,428 shares; 2026Q3: 35,369 shares 35,369 $3.17M 0.25% +2,941 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,872 shares; 2025Q1: 11,683 shares; 2025Q2: 11,879 shares; 2025Q3: 11,791 shares; 2025Q4: 11,010 shares; 2026Q1: 10,576 shares; 2026Q2: 10,539 shares; 2026Q3: 10,541 shares 10,541 $3.16M 0.25% +2 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,852 shares; 2026Q2: 72,257 shares; 2026Q3: 61,597 shares 61,597 $3.08M 0.25% -10,660 Timeline AFIF HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 337,742 shares; 2026Q3: 329,713 shares 329,713 $3.04M 0.24% -8,029 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; 2024Q4: 74,674 shares; 2025Q1: 63,373 shares; 2025Q2: 53,913 shares; 2025Q3: 50,443 shares; 2025Q4: 38,273 shares; 2026Q1: 38,297 shares; 2026Q2: 25,016 shares; 2026Q3: 24,342 shares 24,342 $3M 0.24% -674 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,640 shares; 2025Q1: 7,903 shares; 2025Q2: 8,173 shares; 2025Q3: 8,445 shares; 2025Q4: 18,571 shares; 2026Q1: 18,929 shares; 2026Q2: 17,821 shares; 2026Q3: 17,777 shares 17,777 $2.96M 0.24% -44 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,733 shares; 2025Q1: 4,525 shares; 2025Q2: 3,907 shares; 2025Q3: 4,194 shares; 2025Q4: 4,922 shares; 2026Q1: 5,129 shares; 2026Q2: 4,582 shares; 2026Q3: 5,325 shares 5,325 $2.94M 0.23% +743 Timeline XSVM 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; 2024Q4: 61,967 shares; 2025Q1: 68,425 shares; 2025Q2: 68,666 shares; 2025Q3: 71,170 shares; 2025Q4: 73,573 shares; 2026Q1: 71,681 shares; 2026Q2: 72,107 shares; 2026Q3: 44,417 shares 44,417 $2.89M 0.23% -27,690 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; 2024Q4: 29,201 shares; 2025Q1: 29,227 shares; 2025Q2: 19,958 shares; 2025Q3: 19,931 shares; 2025Q4: 18,748 shares; 2026Q1: 20,183 shares; 2026Q2: 19,829 shares; 2026Q3: 19,897 shares 19,897 $2.89M 0.23% +68 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; 2024Q4: 2,319 shares; 2025Q1: 5,528 shares; 2025Q2: 6,291 shares; 2025Q3: 6,650 shares; 2025Q4: 6,829 shares; 2026Q1: 6,825 shares; 2026Q2: 6,291 shares; 2026Q3: 6,313 shares 6,313 $2.88M 0.23% +22 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,508 shares; 2025Q1: 25,765 shares; 2025Q2: 23,309 shares; 2025Q3: 21,678 shares; 2025Q4: 22,924 shares; 2026Q1: 23,891 shares; 2026Q2: 23,159 shares; 2026Q3: 23,699 shares 23,699 $2.85M 0.23% +540 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; 2024Q4: 15,440 shares; 2025Q1: 32,940 shares; 2025Q2: 31,335 shares; 2025Q3: 27,350 shares; 2025Q4: 30,575 shares; 2026Q1: 32,813 shares; 2026Q2: 26,900 shares; 2026Q3: 25,810 shares 25,810 $2.78M 0.22% -1,090 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; 2024Q4: 4,682 shares; 2025Q1: 4,637 shares; 2025Q2: 3,644 shares; 2025Q3: 2,320 shares; 2025Q4: 5,341 shares; 2026Q1: 4,599 shares; 2026Q2: 5,261 shares; 2026Q3: 5,300 shares 5,300 $2.77M 0.22% +39 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,231 shares; 2025Q3: 6,257 shares; 2025Q4: 6,268 shares; 2026Q1: 8,078 shares; 2026Q2: 9,220 shares; 2026Q3: 8,108 shares 8,108 $2.75M 0.22% -1,112 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; 2024Q4: 135,626 shares; 2025Q1: 126,721 shares; 2025Q2: 109,965 shares; 2025Q3: 104,243 shares; 2025Q4: 86,376 shares; 2026Q1: 84,048 shares; 2026Q2: 45,378 shares; 2026Q3: 44,820 shares 44,820 $2.74M 0.22% -558 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; 2024Q4: not reported; 2025Q1: 4,512 shares; 2025Q2: 3,288 shares; 2025Q3: 4,947 shares; 2025Q4: 4,263 shares; 2026Q1: 7,613 shares; 2026Q2: 8,477 shares; 2026Q3: 8,290 shares 8,290 $2.72M 0.22% -187 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; 2024Q4: 4,562 shares; 2025Q1: 5,984 shares; 2025Q2: 5,733 shares; 2025Q3: 6,107 shares; 2025Q4: 6,090 shares; 2026Q1: 6,599 shares; 2026Q2: 6,331 shares; 2026Q3: 6,281 shares 6,281 $2.7M 0.22% -50 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; 2024Q4: not reported; 2025Q1: 25,698 shares; 2025Q2: 20,659 shares; 2025Q3: 13,582 shares; 2025Q4: 13,117 shares; 2026Q1: 13,910 shares; 2026Q2: 12,508 shares; 2026Q3: 13,172 shares 13,172 $2.68M 0.21% +664 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; 2024Q4: 2,729 shares; 2025Q1: 8,528 shares; 2025Q2: 6,136 shares; 2025Q3: 8,658 shares; 2025Q4: 10,006 shares; 2026Q1: 12,358 shares; 2026Q2: 11,734 shares; 2026Q3: 14,227 shares 14,227 $2.66M 0.21% +2,493 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,801 shares; 2025Q2: 9,001 shares; 2025Q3: 11,584 shares; 2025Q4: 14,188 shares; 2026Q1: 26,602 shares; 2026Q2: 41,734 shares; 2026Q3: 50,627 shares 50,627 $2.6M 0.21% +8,893 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; 2024Q4: 400,349 shares; 2025Q1: 438,548 shares; 2025Q2: 476,676 shares; 2025Q3: 489,211 shares; 2025Q4: 524,705 shares; 2026Q1: 34,515 shares; 2026Q2: 34,119 shares; 2026Q3: 34,106 shares 34,106 $2.48M 0.2% -13 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,645 shares; 2025Q3: 30,554 shares; 2025Q4: 29,176 shares; 2026Q1: 28,151 shares; 2026Q2: 22,705 shares; 2026Q3: 24,160 shares 24,160 $2.47M 0.2% +1,455 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,811 shares; 2025Q1: 17,253 shares; 2025Q2: 15,922 shares; 2025Q3: 15,565 shares; 2025Q4: 14,476 shares; 2026Q1: 14,263 shares; 2026Q2: 16,663 shares; 2026Q3: 17,900 shares 17,900 $2.46M 0.2% +1,237 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,958 shares; 2025Q1: 48,048 shares; 2025Q2: 38,747 shares; 2025Q3: 42,209 shares; 2025Q4: 42,404 shares; 2026Q1: 34,452 shares; 2026Q2: 31,601 shares; 2026Q3: 23,345 shares 23,345 $2.43M 0.19% -8,256 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,414 shares; 2025Q1: 36,318 shares; 2025Q2: 34,693 shares; 2025Q3: 30,500 shares; 2025Q4: 29,917 shares; 2026Q1: 25,423 shares; 2026Q2: 19,649 shares; 2026Q3: 18,602 shares 18,602 $2.41M 0.19% -1,047 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,526 shares; 2026Q2: 34,316 shares; 2026Q3: 59,757 shares 59,757 $2.36M 0.19% +25,441 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; 2024Q4: 20,380 shares; 2025Q1: 20,897 shares; 2025Q2: 25,372 shares; 2025Q3: 26,138 shares; 2025Q4: 21,099 shares; 2026Q1: 21,913 shares; 2026Q2: 22,706 shares; 2026Q3: 22,216 shares 22,216 $2.33M 0.19% -490 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 134,298 shares; 2025Q1: 127,377 shares; 2025Q2: 128,458 shares; 2025Q3: 139,520 shares; 2025Q4: 154,826 shares; 2026Q1: 157,496 shares; 2026Q2: 164,368 shares; 2026Q3: 179,970 shares 179,970 $2.24M 0.18% +15,602 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,800 shares; 2026Q2: 23,430 shares; 2026Q3: 25,716 shares 25,716 $2.22M 0.18% +2,286 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,602 shares; 2025Q1: 25,749 shares; 2025Q2: 31,880 shares; 2025Q3: 37,995 shares; 2025Q4: 45,023 shares; 2026Q1: 44,946 shares; 2026Q2: 46,108 shares; 2026Q3: 48,598 shares 48,598 $2.18M 0.17% +2,490 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,325 shares; 2025Q1: 5,762 shares; 2025Q2: 5,479 shares; 2025Q3: 5,402 shares; 2025Q4: 5,247 shares; 2026Q1: 5,096 shares; 2026Q2: 17,051 shares; 2026Q3: 17,166 shares 17,166 $2.15M 0.17% +115 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; 2024Q4: 3,838 shares; 2025Q1: 2,954 shares; 2025Q2: 3,235 shares; 2025Q3: 2,907 shares; 2025Q4: 3,123 shares; 2026Q1: 3,351 shares; 2026Q2: 4,135 shares; 2026Q3: 4,098 shares 4,098 $2.1M 0.17% -37 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,725 shares; 2025Q1: 24,457 shares; 2025Q2: 20,714 shares; 2025Q3: 17,911 shares; 2025Q4: 15,514 shares; 2026Q1: 14,812 shares; 2026Q2: 73,773 shares; 2026Q3: 73,725 shares 73,725 $2.06M 0.16% -48 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; 2024Q4: 44,441 shares; 2025Q1: 47,943 shares; 2025Q2: 35,558 shares; 2025Q3: 34,022 shares; 2025Q4: 36,365 shares; 2026Q1: 31,627 shares; 2026Q2: 26,332 shares; 2026Q3: 37,669 shares 37,669 $2.05M 0.16% +11,337 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206 shares; 2025Q1: not reported; 2025Q2: 1,603 shares; 2025Q3: 2,271 shares; 2025Q4: 17,206 shares; 2026Q1: 19,639 shares; 2026Q2: 15,909 shares; 2026Q3: 15,260 shares 15,260 $2.04M 0.16% -649 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,527 shares; 2025Q1: 30,042 shares; 2025Q2: 30,042 shares; 2025Q3: 30,042 shares; 2025Q4: 33,879 shares; 2026Q1: 25,882 shares; 2026Q2: 25,883 shares; 2026Q3: 45,542 shares 45,542 $2.02M 0.16% +19,659 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,736 shares; 2025Q1: 10,748 shares; 2025Q2: 9,352 shares; 2025Q3: 11,504 shares; 2025Q4: 11,909 shares; 2026Q1: 13,990 shares; 2026Q2: 15,852 shares; 2026Q3: 14,511 shares 14,511 $1.99M 0.16% -1,341 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,434 shares; 2025Q1: 16,688 shares; 2025Q2: 16,080 shares; 2025Q3: 14,040 shares; 2025Q4: 23,389 shares; 2026Q1: 23,412 shares; 2026Q2: 23,448 shares; 2026Q3: 24,439 shares 24,439 $1.98M 0.16% +991 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; 2024Q4: 3,522 shares; 2025Q1: 3,843 shares; 2025Q2: 3,530 shares; 2025Q3: 2,851 shares; 2025Q4: 3,095 shares; 2026Q1: 3,213 shares; 2026Q2: 2,668 shares; 2026Q3: 2,202 shares 2,202 $1.98M 0.16% -466 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; 2024Q4: 1,988 shares; 2025Q1: 2,408 shares; 2025Q2: 2,366 shares; 2025Q3: 2,494 shares; 2025Q4: 2,481 shares; 2026Q1: 3,481 shares; 2026Q2: 2,875 shares; 2026Q3: 2,911 shares 2,911 $1.96M 0.16% +36 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,561 shares; 2026Q3: 12,964 shares 12,964 $1.96M 0.16% +7,403 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,146 shares; 2025Q1: 29,354 shares; 2025Q2: 25,029 shares; 2025Q3: 26,712 shares; 2025Q4: 27,289 shares; 2026Q1: 29,650 shares; 2026Q2: 26,861 shares; 2026Q3: 27,073 shares 27,073 $1.95M 0.16% +212 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,620 shares; 2025Q1: 3,554 shares; 2025Q2: 3,799 shares; 2025Q3: 4,379 shares; 2025Q4: 37,709 shares; 2026Q1: 38,872 shares; 2026Q2: 30,389 shares; 2026Q3: 27,974 shares 27,974 $1.95M 0.16% -2,415 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; 2024Q4: 8,190 shares; 2025Q1: 8,555 shares; 2025Q2: 8,810 shares; 2025Q3: 10,051 shares; 2025Q4: 10,136 shares; 2026Q1: 10,611 shares; 2026Q2: 9,052 shares; 2026Q3: 8,771 shares 8,771 $1.93M 0.15% -281 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; 2024Q4: 17,070 shares; 2025Q1: 20,781 shares; 2025Q2: 20,451 shares; 2025Q3: 20,320 shares; 2025Q4: 20,998 shares; 2026Q1: 22,851 shares; 2026Q2: 19,061 shares; 2026Q3: 22,049 shares 22,049 $1.9M 0.15% +2,988 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,537 shares; 2025Q1: 73,865 shares; 2025Q2: 129,514 shares; 2025Q3: 158,260 shares; 2025Q4: 53,575 shares; 2026Q1: 51,651 shares; 2026Q2: 43,967 shares; 2026Q3: 37,199 shares 37,199 $1.88M 0.15% -6,768 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,310 shares; 2025Q4: 3,242 shares; 2026Q1: 5,546 shares; 2026Q2: 10,042 shares; 2026Q3: 11,974 shares 11,974 $1.78M 0.14% +1,932 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; 2024Q4: 8,529 shares; 2025Q1: 9,092 shares; 2025Q2: 7,472 shares; 2025Q3: 7,508 shares; 2025Q4: 7,322 shares; 2026Q1: 7,041 shares; 2026Q2: 7,403 shares; 2026Q3: 6,223 shares 6,223 $1.77M 0.14% -1,180 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,567 shares; 2025Q1: 86,354 shares; 2025Q2: 43,408 shares; 2025Q3: 42,678 shares; 2025Q4: 40,074 shares; 2026Q1: 35,498 shares; 2026Q2: 39,882 shares; 2026Q3: 39,426 shares 39,426 $1.74M 0.14% -456 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; 2024Q4: 4,243 shares; 2025Q1: 4,871 shares; 2025Q2: 4,189 shares; 2025Q3: 4,308 shares; 2025Q4: 4,338 shares; 2026Q1: 4,039 shares; 2026Q2: 4,459 shares; 2026Q3: 4,706 shares 4,706 $1.73M 0.14% +247 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,851 shares; 2026Q2: 80,902 shares; 2026Q3: 30,334 shares 30,334 $1.69M 0.13% -50,568 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,333 shares; 2025Q1: not reported; 2025Q2: 25,098 shares; 2025Q3: 15,588 shares; 2025Q4: 15,976 shares; 2026Q1: 8,085 shares; 2026Q2: 8,363 shares; 2026Q3: 9,369 shares 9,369 $1.67M 0.13% +1,006 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,257 shares; 2025Q1: 2,688 shares; 2025Q2: 3,980 shares; 2025Q3: 4,760 shares; 2025Q4: 4,348 shares; 2026Q1: 4,156 shares; 2026Q2: 5,189 shares; 2026Q3: 5,294 shares 5,294 $1.65M 0.13% +105 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; 2024Q4: 8,042 shares; 2025Q1: 10,403 shares; 2025Q2: 8,725 shares; 2025Q3: 10,936 shares; 2025Q4: 11,189 shares; 2026Q1: 10,781 shares; 2026Q2: 9,079 shares; 2026Q3: 8,574 shares 8,574 $1.64M 0.13% -505 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; 2024Q4: 4,313 shares; 2025Q1: 4,799 shares; 2025Q2: 4,699 shares; 2025Q3: 5,091 shares; 2025Q4: 4,550 shares; 2026Q1: 5,394 shares; 2026Q2: 5,528 shares; 2026Q3: 5,704 shares 5,704 $1.62M 0.13% +176 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,959 shares; 2025Q1: 6,497 shares; 2025Q2: 7,252 shares; 2025Q3: 7,709 shares; 2025Q4: 7,869 shares; 2026Q1: 8,918 shares; 2026Q2: 8,794 shares; 2026Q3: 18,871 shares 18,871 $1.59M 0.13% +10,077 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,358 shares; 2025Q1: 8,211 shares; 2025Q2: 7,910 shares; 2025Q3: 7,770 shares; 2025Q4: 7,702 shares; 2026Q1: 11,460 shares; 2026Q2: 6,407 shares; 2026Q3: 6,357 shares 6,357 $1.58M 0.13% -50 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,996 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,229 shares; 2026Q2: 7,265 shares; 2026Q3: 5,674 shares 5,674 $1.55M 0.12% -1,591 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,301 shares; 2025Q1: 23,755 shares; 2025Q2: 12,233 shares; 2025Q3: 11,824 shares; 2025Q4: 10,756 shares; 2026Q1: 10,784 shares; 2026Q2: 10,864 shares; 2026Q3: 10,723 shares 10,723 $1.53M 0.12% -141 Timeline FTLS 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; 2024Q4: 16,034 shares; 2025Q1: 18,429 shares; 2025Q2: 17,682 shares; 2025Q3: 19,702 shares; 2025Q4: 20,094 shares; 2026Q1: 19,576 shares; 2026Q2: 19,430 shares; 2026Q3: 19,703 shares 19,703 $1.51M 0.12% +273 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,768 shares; 2025Q1: 5,027 shares; 2025Q2: 5,049 shares; 2025Q3: 5,329 shares; 2025Q4: 6,208 shares; 2026Q1: 6,612 shares; 2026Q2: 7,055 shares; 2026Q3: 7,913 shares 7,913 $1.49M 0.12% +858 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,573 shares; 2025Q1: 7,241 shares; 2025Q2: 7,804 shares; 2025Q3: 6,929 shares; 2025Q4: 7,898 shares; 2026Q1: 6,859 shares; 2026Q2: 6,197 shares; 2026Q3: 6,466 shares 6,466 $1.48M 0.12% +269 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; 2024Q4: 3,587 shares; 2025Q1: 4,013 shares; 2025Q2: 4,080 shares; 2025Q3: 3,873 shares; 2025Q4: 3,815 shares; 2026Q1: 3,625 shares; 2026Q2: 2,843 shares; 2026Q3: 3,824 shares 3,824 $1.48M 0.12% +981 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,011 shares; 2025Q1: 37,785 shares; 2025Q2: 36,709 shares; 2025Q3: 48,092 shares; 2025Q4: 70,867 shares; 2026Q1: 73,698 shares; 2026Q2: 79,529 shares; 2026Q3: 33,378 shares 33,378 $1.48M 0.12% -46,151 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,778 shares; 2025Q1: 2,861 shares; 2025Q2: 2,832 shares; 2025Q3: 2,876 shares; 2025Q4: 2,838 shares; 2026Q1: 2,577 shares; 2026Q2: 1,702 shares; 2026Q3: 1,712 shares 1,712 $1.46M 0.12% +10 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; 2024Q4: 1,235 shares; 2025Q1: 1,506 shares; 2025Q2: not reported; 2025Q3: 1,481 shares; 2025Q4: 948 shares; 2026Q1: 2,086 shares; 2026Q2: 3,702 shares; 2026Q3: 3,608 shares 3,608 $1.43M 0.11% -94 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; 2024Q4: 3,999 shares; 2025Q1: 5,999 shares; 2025Q2: 3,757 shares; 2025Q3: 1,696 shares; 2025Q4: 1,637 shares; 2026Q1: 1,486 shares; 2026Q2: 1,590 shares; 2026Q3: 2,013 shares 2,013 $1.41M 0.11% +423 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,650 shares; 2025Q1: 8,354 shares; 2025Q2: 7,317 shares; 2025Q3: 10,331 shares; 2025Q4: 10,061 shares; 2026Q1: 8,649 shares; 2026Q2: 9,486 shares; 2026Q3: 9,117 shares 9,117 $1.4M 0.11% -369 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,908 shares; 2025Q4: 14,371 shares; 2026Q1: 23,040 shares; 2026Q2: 37,686 shares; 2026Q3: 37,491 shares 37,491 $1.39M 0.11% -195 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,264 shares; 2026Q3: 2,571 shares 2,571 $1.38M 0.11% +1,307 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,195 shares; 2025Q1: 45,845 shares; 2025Q2: 49,752 shares; 2025Q3: 39,678 shares; 2025Q4: 38,137 shares; 2026Q1: 34,479 shares; 2026Q2: 28,225 shares; 2026Q3: 29,267 shares 29,267 $1.38M 0.11% +1,042 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,759 shares; 2025Q1: 41,762 shares; 2025Q2: 41,265 shares; 2025Q3: 36,616 shares; 2025Q4: 36,616 shares; 2026Q1: 36,616 shares; 2026Q2: 36,635 shares; 2026Q3: 36,635 shares 36,635 $1.37M 0.11% 0 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; 2024Q4: not reported; 2025Q1: 4,602 shares; 2025Q2: 4,894 shares; 2025Q3: 4,468 shares; 2025Q4: 2,980 shares; 2026Q1: 2,852 shares; 2026Q2: 1,211 shares; 2026Q3: 1,465 shares 1,465 $1.35M 0.11% +254 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; 2024Q4: 30,194 shares; 2025Q1: 40,362 shares; 2025Q2: 20,652 shares; 2025Q3: 20,604 shares; 2025Q4: 19,837 shares; 2026Q1: 19,826 shares; 2026Q2: 19,804 shares; 2026Q3: 19,427 shares 19,427 $1.35M 0.11% -377 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,667 shares; 2025Q1: 23,349 shares; 2025Q2: 19,142 shares; 2025Q3: 20,530 shares; 2025Q4: 35,066 shares; 2026Q1: 44,595 shares; 2026Q2: 16,705 shares; 2026Q3: 16,532 shares 16,532 $1.34M 0.11% -173 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; 2024Q4: 2,910 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,064 shares; 2026Q2: 2,727 shares; 2026Q3: 4,989 shares 4,989 $1.32M 0.11% +2,262 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,507 shares; 2025Q1: not reported; 2025Q2: 14,938 shares; 2025Q3: 12,889 shares; 2025Q4: 12,605 shares; 2026Q1: 12,943 shares; 2026Q2: 11,740 shares; 2026Q3: 7,045 shares 7,045 $1.31M 0.1% -4,695 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,514 shares; 2026Q3: 12,711 shares 12,711 $1.28M 0.1% +4,197 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 978 shares; 2025Q4: 998 shares; 2026Q1: 1,319 shares; 2026Q2: 1,391 shares; 2026Q3: 1,341 shares 1,341 $1.27M 0.1% -50 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,141 shares; 2025Q3: 4,474 shares; 2025Q4: 6,128 shares; 2026Q1: 6,872 shares; 2026Q2: 6,503 shares; 2026Q3: 6,735 shares 6,735 $1.24M 0.1% +232 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,426 shares; 2025Q1: 18,391 shares; 2025Q2: 18,872 shares; 2025Q3: 19,013 shares; 2025Q4: 19,077 shares; 2026Q1: 17,964 shares; 2026Q2: 17,338 shares; 2026Q3: 19,956 shares 19,956 $1.22M 0.1% +2,618 Timeline JADE 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,891 shares; 2026Q1: 12,807 shares; 2026Q2: 14,948 shares; 2026Q3: 15,436 shares 15,436 $1.22M 0.1% +488 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; 2024Q4: 6,157 shares; 2025Q1: 6,352 shares; 2025Q2: 4,638 shares; 2025Q3: 5,891 shares; 2025Q4: 6,540 shares; 2026Q1: 8,518 shares; 2026Q2: 8,089 shares; 2026Q3: 8,281 shares 8,281 $1.2M 0.1% +192 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,610 shares; 2025Q1: 69,623 shares; 2025Q2: 69,866 shares; 2025Q3: 75,423 shares; 2025Q4: 82,217 shares; 2026Q1: 84,659 shares; 2026Q2: 89,966 shares; 2026Q3: 108,774 shares 108,774 $1.19M 0.09% +18,808 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,716 shares; 2025Q1: 6,390 shares; 2025Q2: 7,213 shares; 2025Q3: 10,749 shares; 2025Q4: 10,593 shares; 2026Q1: 10,042 shares; 2026Q2: 10,783 shares; 2026Q3: 10,527 shares 10,527 $1.18M 0.09% -256 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,075 shares; 2025Q1: 8,434 shares; 2025Q2: 4,624 shares; 2025Q3: 4,577 shares; 2025Q4: 4,294 shares; 2026Q1: 5,342 shares; 2026Q2: 5,175 shares; 2026Q3: 5,075 shares 5,075 $1.16M 0.09% -100 Timeline JQUA 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; 2024Q4: 12,688 shares; 2025Q1: 13,794 shares; 2025Q2: 14,467 shares; 2025Q3: 15,430 shares; 2025Q4: 15,742 shares; 2026Q1: 16,202 shares; 2026Q2: 15,458 shares; 2026Q3: 15,464 shares 15,464 $1.14M 0.09% +6 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,645 shares; 2025Q1: 9,645 shares; 2025Q2: 9,645 shares; 2025Q3: 9,645 shares; 2025Q4: 9,646 shares; 2026Q1: 9,646 shares; 2026Q2: 9,671 shares; 2026Q3: 9,676 shares 9,676 $1.13M 0.09% +5 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,152 shares; 2025Q1: 9,506 shares; 2025Q2: 6,813 shares; 2025Q3: 6,727 shares; 2025Q4: 6,159 shares; 2026Q1: 4,319 shares; 2026Q2: 4,320 shares; 2026Q3: 4,272 shares 4,272 $1.13M 0.09% -48 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,948 shares; 2025Q1: 18,818 shares; 2025Q2: 18,836 shares; 2025Q3: 20,808 shares; 2025Q4: 23,043 shares; 2026Q1: 35,333 shares; 2026Q2: 11,484 shares; 2026Q3: 11,548 shares 11,548 $1.12M 0.09% +64 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; 2024Q4: 2,489 shares; 2025Q1: 2,712 shares; 2025Q2: 2,619 shares; 2025Q3: 2,559 shares; 2025Q4: 2,622 shares; 2026Q1: 3,014 shares; 2026Q2: 2,938 shares; 2026Q3: 2,919 shares 2,919 $1.11M 0.09% -19 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,342 shares; 2026Q3: 6,690 shares 6,690 $1.08M 0.09% +348 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,710 shares; 2025Q1: 11,981 shares; 2025Q2: 11,059 shares; 2025Q3: 10,972 shares; 2025Q4: 10,746 shares; 2026Q1: 10,891 shares; 2026Q2: 10,042 shares; 2026Q3: 13,786 shares 13,786 $1.07M 0.09% +3,744 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; 2024Q4: 1,928 shares; 2025Q1: 1,925 shares; 2025Q2: 1,791 shares; 2025Q3: 1,883 shares; 2025Q4: 1,917 shares; 2026Q1: 1,943 shares; 2026Q2: 2,112 shares; 2026Q3: 2,108 shares 2,108 $1.07M 0.09% -4 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; 2024Q4: 13,950 shares; 2025Q1: 14,248 shares; 2025Q2: 14,326 shares; 2025Q3: 16,300 shares; 2025Q4: 16,766 shares; 2026Q1: 18,197 shares; 2026Q2: 10,739 shares; 2026Q3: 10,952 shares 10,952 $1.07M 0.09% +213 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,289 shares; 2026Q1: 12,218 shares; 2026Q2: 29,305 shares; 2026Q3: 29,283 shares 29,283 $1.05M 0.08% -22 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,693 shares; 2026Q2: 44,433 shares; 2026Q3: 41,274 shares 41,274 $1.05M 0.08% -3,159 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,248 shares; 2025Q1: 10,500 shares; 2025Q2: 10,277 shares; 2025Q3: 9,406 shares; 2025Q4: 9,635 shares; 2026Q1: 10,431 shares; 2026Q2: 7,463 shares; 2026Q3: 8,405 shares 8,405 $1.05M 0.08% +942 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,196 shares; 2026Q2: 63,538 shares; 2026Q3: 22,892 shares 22,892 $1.05M 0.08% -40,646 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; 2024Q4: 3,134 shares; 2025Q1: 3,127 shares; 2025Q2: 1,712 shares; 2025Q3: 1,755 shares; 2025Q4: 1,736 shares; 2026Q1: 2,937 shares; 2026Q2: 12,187 shares; 2026Q3: 11,496 shares 11,496 $1.04M 0.08% -691 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; 2024Q4: 485 shares; 2025Q1: 465 shares; 2025Q2: 463 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 445 shares; 2026Q2: 3,667 shares; 2026Q3: 8,141 shares 8,141 $1.02M 0.08% +4,474 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; 2024Q4: 6,476 shares; 2025Q1: 6,974 shares; 2025Q2: 10,186 shares; 2025Q3: 8,433 shares; 2025Q4: 8,130 shares; 2026Q1: 6,887 shares; 2026Q2: 7,049 shares; 2026Q3: 7,217 shares 7,217 $994K 0.08% +168 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,040 shares; 2025Q1: 8,103 shares; 2025Q2: 8,199 shares; 2025Q3: 7,895 shares; 2025Q4: 7,806 shares; 2026Q1: 7,462 shares; 2026Q2: 6,025 shares; 2026Q3: 5,991 shares 5,991 $977K 0.08% -34 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,553 shares; 2025Q1: 25,088 shares; 2025Q2: 22,882 shares; 2025Q3: 21,003 shares; 2025Q4: 18,175 shares; 2026Q1: 17,848 shares; 2026Q2: 17,848 shares; 2026Q3: 17,831 shares 17,831 $971K 0.08% -17 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,546 shares; 2025Q1: 3,912 shares; 2025Q2: 3,709 shares; 2025Q3: 3,546 shares; 2025Q4: 3,627 shares; 2026Q1: 3,712 shares; 2026Q2: 4,564 shares; 2026Q3: 4,647 shares 4,647 $963K 0.08% +83 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; 2024Q4: 1,165 shares; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,260 shares; 2025Q4: 1,282 shares; 2026Q1: not reported; 2026Q2: 1,599 shares; 2026Q3: 1,489 shares 1,489 $957K 0.08% -110 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,600 shares; 2025Q1: 7,048 shares; 2025Q2: 5,944 shares; 2025Q3: 6,144 shares; 2025Q4: 6,683 shares; 2026Q1: 6,611 shares; 2026Q2: 6,711 shares; 2026Q3: 6,969 shares 6,969 $948K 0.08% +258 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,454 shares; 2025Q1: 13,732 shares; 2025Q2: 12,491 shares; 2025Q3: 12,241 shares; 2025Q4: 11,897 shares; 2026Q1: 12,354 shares; 2026Q2: 13,458 shares; 2026Q3: 12,058 shares 12,058 $944K 0.08% -1,400 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; 2024Q4: 561,344 shares; 2025Q1: 593,002 shares; 2025Q2: 632,513 shares; 2025Q3: 32,210 shares; 2025Q4: 31,457 shares; 2026Q1: 32,169 shares; 2026Q2: 28,701 shares; 2026Q3: 28,833 shares 28,833 $938K 0.07% +132 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; 2024Q4: 16,196 shares; 2025Q1: 17,595 shares; 2025Q2: 15,930 shares; 2025Q3: 15,436 shares; 2025Q4: 16,031 shares; 2026Q1: 15,639 shares; 2026Q2: 12,481 shares; 2026Q3: 12,216 shares 12,216 $925K 0.07% -265 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,647 shares; 2025Q1: 4,729 shares; 2025Q2: 4,626 shares; 2025Q3: 4,401 shares; 2025Q4: 4,258 shares; 2026Q1: 3,640 shares; 2026Q2: 2,884 shares; 2026Q3: 2,985 shares 2,985 $920K 0.07% +101 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,210 shares; 2025Q1: 2,773 shares; 2025Q2: 2,573 shares; 2025Q3: 2,383 shares; 2025Q4: 2,286 shares; 2026Q1: 3,429 shares; 2026Q2: 3,197 shares; 2026Q3: 3,317 shares 3,317 $902K 0.07% +120 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,251 shares; 2026Q3: 5,769 shares 5,769 $894K 0.07% +3,518 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; 2024Q4: 1,496 shares; 2025Q1: 2,026 shares; 2025Q2: 1,631 shares; 2025Q3: 2,196 shares; 2025Q4: 1,923 shares; 2026Q1: 3,067 shares; 2026Q2: 3,784 shares; 2026Q3: 3,173 shares 3,173 $889K 0.07% -611 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,390 shares; 2025Q1: 29,332 shares; 2025Q2: 19,139 shares; 2025Q3: 19,321 shares; 2025Q4: 17,704 shares; 2026Q1: 13,442 shares; 2026Q2: 11,789 shares; 2026Q3: 11,152 shares 11,152 $883K 0.07% -637 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; 2024Q4: 559,433 shares; 2025Q1: 99,161 shares; 2025Q2: 35,416 shares; 2025Q3: 24,343 shares; 2025Q4: 15,402 shares; 2026Q1: 14,162 shares; 2026Q2: 13,056 shares; 2026Q3: 13,032 shares 13,032 $870K 0.07% -24 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,651 shares; 2025Q1: 1,786 shares; 2025Q2: 1,288 shares; 2025Q3: 521 shares; 2025Q4: 485 shares; 2026Q1: 638 shares; 2026Q2: 5,453 shares; 2026Q3: 4,441 shares 4,441 $866K 0.07% -1,012 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; 2024Q4: 832 shares; 2025Q1: 895 shares; 2025Q2: 878 shares; 2025Q3: 817 shares; 2025Q4: 836 shares; 2026Q1: 915 shares; 2026Q2: 865 shares; 2026Q3: 905 shares 905 $865K 0.07% +40 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,298 shares; 2025Q1: 6,474 shares; 2025Q2: 3,509 shares; 2025Q3: 3,111 shares; 2025Q4: 11,653 shares; 2026Q1: 11,270 shares; 2026Q2: 11,159 shares; 2026Q3: 11,101 shares 11,101 $863K 0.07% -58 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,905 shares; 2025Q1: 11,824 shares; 2025Q2: 12,005 shares; 2025Q3: 11,788 shares; 2025Q4: 11,709 shares; 2026Q1: 11,821 shares; 2026Q2: 14,127 shares; 2026Q3: 13,193 shares 13,193 $853K 0.07% -934 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; 2024Q4: 14,052 shares; 2025Q1: 11,456 shares; 2025Q2: 12,248 shares; 2025Q3: 11,580 shares; 2025Q4: 10,277 shares; 2026Q1: 9,841 shares; 2026Q2: 11,121 shares; 2026Q3: 10,935 shares 10,935 $835K 0.07% -186 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; 2024Q4: 6,297 shares; 2025Q1: 6,804 shares; 2025Q2: 6,131 shares; 2025Q3: 6,208 shares; 2025Q4: 5,835 shares; 2026Q1: 5,475 shares; 2026Q2: 4,247 shares; 2026Q3: 4,298 shares 4,298 $830K 0.07% +51 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,022 shares; 2025Q1: 1,086 shares; 2025Q2: 1,000 shares; 2025Q3: 1,073 shares; 2025Q4: 1,119 shares; 2026Q1: 1,263 shares; 2026Q2: 1,227 shares; 2026Q3: 1,235 shares 1,235 $830K 0.07% +8 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,513 shares; 2026Q1: 4,647 shares; 2026Q2: 4,934 shares; 2026Q3: 5,105 shares 5,105 $809K 0.06% +171 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,992 shares; 2025Q1: 2,025 shares; 2025Q2: 1,761 shares; 2025Q3: 2,020 shares; 2025Q4: 2,005 shares; 2026Q1: 2,293 shares; 2026Q2: 4,093 shares; 2026Q3: 2,920 shares 2,920 $805K 0.06% -1,173 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,377 shares; 2025Q1: 14,842 shares; 2025Q2: 8,531 shares; 2025Q3: 8,883 shares; 2025Q4: 7,963 shares; 2026Q1: 5,403 shares; 2026Q2: 3,835 shares; 2026Q3: 3,622 shares 3,622 $805K 0.06% -213 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,655 shares; 2025Q1: 86,150 shares; 2025Q2: 78,311 shares; 2025Q3: 86,934 shares; 2025Q4: 87,679 shares; 2026Q1: 159,930 shares; 2026Q2: 132,397 shares; 2026Q3: 88,381 shares 88,381 $802K 0.06% -44,016 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,639 shares; 2026Q1: 2,243 shares; 2026Q2: 1,869 shares; 2026Q3: 1,756 shares 1,756 $798K 0.06% -113 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; 2024Q4: 14,152 shares; 2025Q1: 15,852 shares; 2025Q2: 13,031 shares; 2025Q3: 11,888 shares; 2025Q4: 12,803 shares; 2026Q1: 16,530 shares; 2026Q2: 12,387 shares; 2026Q3: 12,784 shares 12,784 $798K 0.06% +397 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,941 shares 15,941 $784K 0.06% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,391 shares; 2025Q1: 15,791 shares; 2025Q2: 14,173 shares; 2025Q3: 13,769 shares; 2025Q4: 14,081 shares; 2026Q1: 14,145 shares; 2026Q2: 13,175 shares; 2026Q3: 13,354 shares 13,354 $771K 0.06% +179 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; 2024Q4: 13,359 shares; 2025Q1: 13,036 shares; 2025Q2: 11,700 shares; 2025Q3: 10,781 shares; 2025Q4: 9,340 shares; 2026Q1: 9,404 shares; 2026Q2: 9,637 shares; 2026Q3: 9,976 shares 9,976 $771K 0.06% +339 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; 2024Q4: 5,411 shares; 2025Q1: 5,411 shares; 2025Q2: 4,833 shares; 2025Q3: 4,833 shares; 2025Q4: 4,833 shares; 2026Q1: 4,833 shares; 2026Q2: 4,845 shares; 2026Q3: 4,833 shares 4,833 $763K 0.06% -12 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,262 shares; 2025Q1: 2,759 shares; 2025Q2: 2,222 shares; 2025Q3: 2,367 shares; 2025Q4: 3,068 shares; 2026Q1: 3,764 shares; 2026Q2: 6,416 shares; 2026Q3: 7,925 shares 7,925 $749K 0.06% +1,509 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,126 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,783 shares; 2026Q1: 3,363 shares; 2026Q2: 4,667 shares; 2026Q3: 7,968 shares 7,968 $749K 0.06% +3,301 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; 2024Q4: 15,059 shares; 2025Q1: 11,445 shares; 2025Q2: 10,850 shares; 2025Q3: 960 shares; 2025Q4: 933 shares; 2026Q1: 923 shares; 2026Q2: 1,373 shares; 2026Q3: 1,995 shares 1,995 $747K 0.06% +622 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,635 shares 4,635 $745K 0.06% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,749 shares; 2025Q1: 12,208 shares; 2025Q2: 12,252 shares; 2025Q3: 14,723 shares; 2025Q4: 15,289 shares; 2026Q1: 13,305 shares; 2026Q2: 15,258 shares; 2026Q3: 16,821 shares 16,821 $740K 0.06% +1,563 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,751 shares; 2025Q1: 9,562 shares; 2025Q2: 9,765 shares; 2025Q3: 9,304 shares; 2025Q4: 9,076 shares; 2026Q1: 9,320 shares; 2026Q2: 8,918 shares; 2026Q3: 8,476 shares 8,476 $731K 0.06% -442 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; 2024Q4: 13,379 shares; 2025Q1: 15,617 shares; 2025Q2: 19,320 shares; 2025Q3: 17,860 shares; 2025Q4: 17,346 shares; 2026Q1: 16,864 shares; 2026Q2: 12,445 shares; 2026Q3: 10,342 shares 10,342 $724K 0.06% -2,103 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; 2024Q4: 2,370 shares; 2025Q1: 2,717 shares; 2025Q2: 3,012 shares; 2025Q3: 2,998 shares; 2025Q4: 3,181 shares; 2026Q1: 2,984 shares; 2026Q2: 2,922 shares; 2026Q3: 2,381 shares 2,381 $724K 0.06% -541 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,226 shares; 2025Q1: 17,651 shares; 2025Q2: 18,982 shares; 2025Q3: 18,191 shares; 2025Q4: 17,574 shares; 2026Q1: 17,160 shares; 2026Q2: 13,483 shares; 2026Q3: 9,287 shares 9,287 $721K 0.06% -4,196 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,250 shares; 2025Q1: 5,401 shares; 2025Q2: 5,451 shares; 2025Q3: 6,850 shares; 2025Q4: 7,376 shares; 2026Q1: 7,601 shares; 2026Q2: 7,104 shares; 2026Q3: 6,787 shares 6,787 $714K 0.06% -317 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,078 shares; 2026Q2: 9,916 shares; 2026Q3: 9,974 shares 9,974 $698K 0.06% +58 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,901 shares; 2025Q1: 12,174 shares; 2025Q2: 6,973 shares; 2025Q3: 7,770 shares; 2025Q4: 10,999 shares; 2026Q1: 11,614 shares; 2026Q2: 11,373 shares; 2026Q3: 10,837 shares 10,837 $689K 0.05% -536 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,972 shares; 2025Q1: 6,104 shares; 2025Q2: 5,868 shares; 2025Q3: 5,569 shares; 2025Q4: 5,357 shares; 2026Q1: 5,332 shares; 2026Q2: 6,913 shares; 2026Q3: 7,081 shares 7,081 $685K 0.05% +168 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,680 shares; 2025Q1: 5,420 shares; 2025Q2: 5,604 shares; 2025Q3: 7,169 shares; 2025Q4: 5,864 shares; 2026Q1: 5,437 shares; 2026Q2: 6,790 shares; 2026Q3: 6,826 shares 6,826 $675K 0.05% +36 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,954 shares; 2025Q1: 17,046 shares; 2025Q2: 6,701 shares; 2025Q3: 6,367 shares; 2025Q4: 6,334 shares; 2026Q1: 7,254 shares; 2026Q2: 7,582 shares; 2026Q3: 7,492 shares 7,492 $671K 0.05% -90 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,510 shares; 2025Q3: 6,938 shares; 2025Q4: 6,965 shares; 2026Q1: 6,907 shares; 2026Q2: 5,110 shares; 2026Q3: 5,029 shares 5,029 $653K 0.05% -81 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,679 shares; 2025Q2: 1,904 shares; 2025Q3: 1,754 shares; 2025Q4: 1,758 shares; 2026Q1: 2,098 shares; 2026Q2: 2,551 shares; 2026Q3: 2,541 shares 2,541 $649K 0.05% -10 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; 2024Q4: 2,448 shares; 2025Q1: 2,648 shares; 2025Q2: 3,047 shares; 2025Q3: 2,431 shares; 2025Q4: 3,133 shares; 2026Q1: 3,986 shares; 2026Q2: 4,028 shares; 2026Q3: 4,880 shares 4,880 $646K 0.05% +852 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,700 shares; 2025Q1: 18,922 shares; 2025Q2: 15,579 shares; 2025Q3: 15,965 shares; 2025Q4: 16,273 shares; 2026Q1: 16,035 shares; 2026Q2: 15,110 shares; 2026Q3: 15,286 shares 15,286 $645K 0.05% +176 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,981 shares; 2025Q1: 17,639 shares; 2025Q2: 17,939 shares; 2025Q3: 18,027 shares; 2025Q4: 17,906 shares; 2026Q1: 18,257 shares; 2026Q2: 16,943 shares; 2026Q3: 15,922 shares 15,922 $634K 0.05% -1,021 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,515 shares; 2026Q2: 10,619 shares; 2026Q3: 17,005 shares 17,005 $631K 0.05% +6,386 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,613 shares; 2025Q1: 7,279 shares; 2025Q2: 7,157 shares; 2025Q3: 9,986 shares; 2025Q4: 9,892 shares; 2026Q1: 9,747 shares; 2026Q2: 8,723 shares; 2026Q3: 9,762 shares 9,762 $628K 0.05% +1,039 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,176 shares 29,176 $623K 0.05% new 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; 2024Q4: 1,906 shares; 2025Q1: 2,051 shares; 2025Q2: 1,964 shares; 2025Q3: 1,950 shares; 2025Q4: 1,918 shares; 2026Q1: 1,897 shares; 2026Q2: 1,300 shares; 2026Q3: 1,282 shares 1,282 $620K 0.05% -18 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; 2024Q4: 22,223 shares; 2025Q1: 24,516 shares; 2025Q2: 26,903 shares; 2025Q3: 31,278 shares; 2025Q4: 26,770 shares; 2026Q1: 22,914 shares; 2026Q2: 22,979 shares; 2026Q3: 25,395 shares 25,395 $620K 0.05% +2,416 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; 2024Q4: 11,967 shares; 2025Q1: 13,330 shares; 2025Q2: 12,618 shares; 2025Q3: 12,473 shares; 2025Q4: 11,649 shares; 2026Q1: 10,817 shares; 2026Q2: 7,982 shares; 2026Q3: 7,977 shares 7,977 $614K 0.05% -5 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; 2024Q4: 5,372 shares; 2025Q1: 5,438 shares; 2025Q2: 1,840 shares; 2025Q3: 2,236 shares; 2025Q4: 1,462 shares; 2026Q1: 1,518 shares; 2026Q2: 1,695 shares; 2026Q3: 1,723 shares 1,723 $613K 0.05% +28 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; 2024Q4: 2,583 shares; 2025Q1: 2,921 shares; 2025Q2: 936 shares; 2025Q3: 947 shares; 2025Q4: 1,257 shares; 2026Q1: 1,897 shares; 2026Q2: 2,110 shares; 2026Q3: 2,237 shares 2,237 $609K 0.05% +127 Timeline CDX 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,024 shares; 2026Q1: 30,024 shares; 2026Q2: 30,024 shares; 2026Q3: 30,041 shares 30,041 $606K 0.05% +17 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares; 2026Q3: 5,498 shares 5,498 $601K 0.05% +3,698 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,476 shares; 2025Q3: 2,260 shares; 2025Q4: 2,365 shares; 2026Q1: 2,440 shares; 2026Q2: 2,389 shares; 2026Q3: 2,633 shares 2,633 $596K 0.05% +244 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,259 shares; 2025Q1: 6,031 shares; 2025Q2: 6,429 shares; 2025Q3: 6,283 shares; 2025Q4: 6,594 shares; 2026Q1: 4,948 shares; 2026Q2: 3,348 shares; 2026Q3: 3,230 shares 3,230 $594K 0.05% -118 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,739 shares; 2026Q2: 11,214 shares; 2026Q3: 6,704 shares 6,704 $589K 0.05% -4,510 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; 2024Q4: 3,687 shares; 2025Q1: 4,577 shares; 2025Q2: 17,219 shares; 2025Q3: 20,299 shares; 2025Q4: 12,464 shares; 2026Q1: 16,812 shares; 2026Q2: 14,617 shares; 2026Q3: 8,485 shares 8,485 $581K 0.05% -6,132 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; 2024Q4: 5,615 shares; 2025Q1: 7,897 shares; 2025Q2: 6,624 shares; 2025Q3: 6,417 shares; 2025Q4: 7,031 shares; 2026Q1: 6,456 shares; 2026Q2: 6,680 shares; 2026Q3: 7,211 shares 7,211 $577K 0.05% +531 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,554 shares; 2025Q1: 3,663 shares; 2025Q2: 3,853 shares; 2025Q3: 3,750 shares; 2025Q4: 4,067 shares; 2026Q1: 4,015 shares; 2026Q2: 5,731 shares; 2026Q3: 6,019 shares 6,019 $572K 0.05% +288 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; 2024Q4: not reported; 2025Q1: 2,342 shares; 2025Q2: 2,603 shares; 2025Q3: 4,120 shares; 2025Q4: 4,727 shares; 2026Q1: 5,742 shares; 2026Q2: 4,403 shares; 2026Q3: 3,821 shares 3,821 $569K 0.05% -582 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,623 shares 23,623 $569K 0.05% new Timeline TOTL 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; 2024Q4: 48,738 shares; 2025Q1: 51,330 shares; 2025Q2: 46,037 shares; 2025Q3: 38,797 shares; 2025Q4: 35,172 shares; 2026Q1: 34,789 shares; 2026Q2: 50,745 shares; 2026Q3: 15,123 shares 15,123 $566K 0.05% -35,622 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,268 shares; 2025Q1: 16,537 shares; 2025Q2: 15,733 shares; 2025Q3: 14,051 shares; 2025Q4: 14,166 shares; 2026Q1: 14,264 shares; 2026Q2: 12,863 shares; 2026Q3: 13,270 shares 13,270 $566K 0.05% +407 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; 2024Q4: 3,530 shares; 2025Q1: 3,418 shares; 2025Q2: 2,874 shares; 2025Q3: 1,934 shares; 2025Q4: 1,979 shares; 2026Q1: 1,968 shares; 2026Q2: 2,065 shares; 2026Q3: 1,705 shares 1,705 $563K 0.04% -360 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,548 shares; 2025Q1: 12,715 shares; 2025Q2: 12,894 shares; 2025Q3: 20,170 shares; 2025Q4: 20,507 shares; 2026Q1: 20,751 shares; 2026Q2: 21,084 shares; 2026Q3: 21,424 shares 21,424 $562K 0.04% +340 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,973 shares; 2025Q1: 12,540 shares; 2025Q2: 12,615 shares; 2025Q3: 12,492 shares; 2025Q4: 12,660 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,477 shares 7,477 $556K 0.04% new Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,331 shares; 2026Q2: 12,331 shares; 2026Q3: 12,331 shares 12,331 $556K 0.04% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 562 shares; 2026Q2: 499 shares; 2026Q3: 317 shares 317 $552K 0.04% -182 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,620 shares; 2025Q1: 6,573 shares; 2025Q2: 5,095 shares; 2025Q3: 4,485 shares; 2025Q4: 4,485 shares; 2026Q1: 3,987 shares; 2026Q2: 3,988 shares; 2026Q3: 4,022 shares 4,022 $551K 0.04% +34 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,947 shares; 2025Q1: 7,353 shares; 2025Q2: 4,979 shares; 2025Q3: 4,994 shares; 2025Q4: 5,021 shares; 2026Q1: 4,971 shares; 2026Q2: 5,411 shares; 2026Q3: 5,754 shares 5,754 $550K 0.04% +343 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,133 shares; 2026Q2: 6,056 shares; 2026Q3: 4,659 shares 4,659 $537K 0.04% -1,397 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; 2024Q4: 6,731 shares; 2025Q1: 6,786 shares; 2025Q2: 3,216 shares; 2025Q3: 3,226 shares; 2025Q4: 6,249 shares; 2026Q1: 6,636 shares; 2026Q2: 7,710 shares; 2026Q3: 8,682 shares 8,682 $534K 0.04% +972 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,507 shares; 2026Q2: 11,274 shares; 2026Q3: 11,202 shares 11,202 $529K 0.04% -72 Timeline JGRO 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; 2024Q4: not reported; 2025Q1: 4,349 shares; 2025Q2: 4,297 shares; 2025Q3: 5,866 shares; 2025Q4: 6,745 shares; 2026Q1: 7,143 shares; 2026Q2: 7,178 shares; 2026Q3: 5,460 shares 5,460 $527K 0.04% -1,718 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,673 shares; 2025Q1: 1,741 shares; 2025Q2: 1,604 shares; 2025Q3: 1,607 shares; 2025Q4: 778 shares; 2026Q1: 718 shares; 2026Q2: 636 shares; 2026Q3: 693 shares 693 $523K 0.04% +57 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 533 shares; 2025Q1: 758 shares; 2025Q2: 1,127 shares; 2025Q3: 1,040 shares; 2025Q4: 993 shares; 2026Q1: 958 shares; 2026Q2: 695 shares; 2026Q3: 686 shares 686 $520K 0.04% -9 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; 2024Q4: not reported; 2025Q1: 5,536 shares; 2025Q2: 9,301 shares; 2025Q3: 8,712 shares; 2025Q4: 9,289 shares; 2026Q1: 10,596 shares; 2026Q2: 11,235 shares; 2026Q3: 11,324 shares 11,324 $519K 0.04% +89 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; 2024Q4: 1,114 shares; 2025Q1: 1,215 shares; 2025Q2: 1,412 shares; 2025Q3: 1,498 shares; 2025Q4: 1,266 shares; 2026Q1: 1,493 shares; 2026Q2: 2,132 shares; 2026Q3: 1,984 shares 1,984 $512K 0.04% -148 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,667 shares; 2025Q1: 1,935 shares; 2025Q2: 2,069 shares; 2025Q3: 1,976 shares; 2025Q4: 1,683 shares; 2026Q1: 2,125 shares; 2026Q2: 1,607 shares; 2026Q3: 1,610 shares 1,610 $511K 0.04% +3 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,075 shares; 2026Q2: 22,598 shares; 2026Q3: 8,259 shares 8,259 $509K 0.04% -14,339 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; 2024Q4: 1,663 shares; 2025Q1: 1,781 shares; 2025Q2: 1,873 shares; 2025Q3: 1,437 shares; 2025Q4: 1,419 shares; 2026Q1: 1,489 shares; 2026Q2: 1,364 shares; 2026Q3: 1,388 shares 1,388 $505K 0.04% +24 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,520 shares; 2025Q1: 28,292 shares; 2025Q2: 27,769 shares; 2025Q3: 24,771 shares; 2025Q4: 23,745 shares; 2026Q1: 22,133 shares; 2026Q2: 12,631 shares; 2026Q3: 12,130 shares 12,130 $505K 0.04% -501 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,586 shares; 2025Q1: 1,522 shares; 2025Q2: 2,984 shares; 2025Q3: 1,672 shares; 2025Q4: 1,476 shares; 2026Q1: 1,547 shares; 2026Q2: 1,698 shares; 2026Q3: 1,149 shares 1,149 $500K 0.04% -549 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,639 shares; 2025Q1: 3,976 shares; 2025Q2: 4,953 shares; 2025Q3: 7,032 shares; 2025Q4: 6,570 shares; 2026Q1: 6,563 shares; 2026Q2: 6,326 shares; 2026Q3: 5,878 shares 5,878 $487K 0.04% -448 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; 2024Q4: 5,691 shares; 2025Q1: 6,605 shares; 2025Q2: 6,697 shares; 2025Q3: 6,073 shares; 2025Q4: 6,314 shares; 2026Q1: 6,082 shares; 2026Q2: 4,055 shares; 2026Q3: 4,144 shares 4,144 $481K 0.04% +89 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,078 shares; 2025Q1: 4,115 shares; 2025Q2: 3,467 shares; 2025Q3: 3,448 shares; 2025Q4: 3,722 shares; 2026Q1: 3,985 shares; 2026Q2: 4,889 shares; 2026Q3: 3,761 shares 3,761 $477K 0.04% -1,128 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,833 shares; 2025Q1: 1,805 shares; 2025Q2: 2,199 shares; 2025Q3: 2,255 shares; 2025Q4: 2,273 shares; 2026Q1: 2,369 shares; 2026Q2: 2,771 shares; 2026Q3: 2,761 shares 2,761 $476K 0.04% -10 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; 2024Q4: 5,014 shares; 2025Q1: 5,198 shares; 2025Q2: 1,990 shares; 2025Q3: 1,500 shares; 2025Q4: 2,276 shares; 2026Q1: 2,083 shares; 2026Q2: 2,390 shares; 2026Q3: 2,410 shares 2,410 $472K 0.04% +20 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,865 shares 13,865 $469K 0.04% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,744 shares; 2026Q3: 3,918 shares 3,918 $465K 0.04% +174 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; 2024Q4: 1,059 shares; 2025Q1: 1,249 shares; 2025Q2: 1,332 shares; 2025Q3: 1,310 shares; 2025Q4: 1,613 shares; 2026Q1: 1,439 shares; 2026Q2: 1,286 shares; 2026Q3: 1,143 shares 1,143 $465K 0.04% -143 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,119 shares; 2026Q1: 1,150 shares; 2026Q2: 820 shares; 2026Q3: 1,108 shares 1,108 $458K 0.04% +288 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 898 shares; 2025Q3: 1,073 shares; 2025Q4: 948 shares; 2026Q1: 951 shares; 2026Q2: 391 shares; 2026Q3: 432 shares 432 $457K 0.04% +41 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,418 shares; 2025Q1: 100,278 shares; 2025Q2: 17,818 shares; 2025Q3: 15,018 shares; 2025Q4: 15,588 shares; 2026Q1: 22,143 shares; 2026Q2: 22,226 shares; 2026Q3: 20,469 shares 20,469 $452K 0.04% -1,757 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,252 shares; 2026Q2: 14,641 shares; 2026Q3: 20,286 shares 20,286 $452K 0.04% +5,645 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,353 shares; 2025Q4: 1,814 shares; 2026Q1: 1,867 shares; 2026Q2: 1,919 shares; 2026Q3: 1,916 shares 1,916 $447K 0.04% -3 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,820 shares; 2025Q1: 12,783 shares; 2025Q2: 6,385 shares; 2025Q3: 5,973 shares; 2025Q4: 5,070 shares; 2026Q1: 3,783 shares; 2026Q2: 3,782 shares; 2026Q3: 3,680 shares 3,680 $441K 0.04% -102 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,885 shares; 2025Q1: 17,539 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,998 shares; 2026Q2: 19,616 shares; 2026Q3: 19,828 shares 19,828 $434K 0.03% +212 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; 2024Q4: 10,201 shares; 2025Q1: 7,169 shares; 2025Q2: 2,681 shares; 2025Q3: 3,264 shares; 2025Q4: 2,974 shares; 2026Q1: 3,207 shares; 2026Q2: 3,392 shares; 2026Q3: 3,795 shares 3,795 $433K 0.03% +403 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 834 shares; 2025Q1: 1,070 shares; 2025Q2: 980 shares; 2025Q3: 1,065 shares; 2025Q4: 742 shares; 2026Q1: 1,057 shares; 2026Q2: 1,208 shares; 2026Q3: 904 shares 904 $429K 0.03% -304 Timeline GRW TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,871 shares; 2025Q1: 13,871 shares; 2025Q2: 13,871 shares; 2025Q3: 13,892 shares; 2025Q4: 13,892 shares; 2026Q1: 13,892 shares; 2026Q2: 13,892 shares; 2026Q3: 13,892 shares 13,892 $429K 0.03% 0 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,492 shares; 2025Q1: 11,492 shares; 2025Q2: 11,492 shares; 2025Q3: 11,492 shares; 2025Q4: 11,492 shares; 2026Q1: 11,492 shares; 2026Q2: 11,492 shares; 2026Q3: 11,499 shares 11,499 $426K 0.03% +7 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 875 shares; 2026Q2: 852 shares; 2026Q3: 1,060 shares 1,060 $419K 0.03% +208 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,466 shares; 2025Q1: not reported; 2025Q2: 4,769 shares; 2025Q3: 4,657 shares; 2025Q4: 4,653 shares; 2026Q1: 4,669 shares; 2026Q2: 4,981 shares; 2026Q3: 4,805 shares 4,805 $415K 0.03% -176 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,261 shares; 2025Q1: 3,568 shares; 2025Q2: 4,271 shares; 2025Q3: 4,082 shares; 2025Q4: 4,306 shares; 2026Q1: 4,439 shares; 2026Q2: 3,897 shares; 2026Q3: 3,657 shares 3,657 $413K 0.03% -240 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,046 shares; 2025Q1: 2,286 shares; 2025Q2: 1,867 shares; 2025Q3: 1,737 shares; 2025Q4: 2,124 shares; 2026Q1: 2,229 shares; 2026Q2: 3,081 shares; 2026Q3: 2,218 shares 2,218 $413K 0.03% -863 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 266 shares; 2026Q2: 456 shares; 2026Q3: 406 shares 406 $411K 0.03% -50 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,515 shares; 2025Q2: 15,508 shares; 2025Q3: 15,415 shares; 2025Q4: 15,321 shares; 2026Q1: 10,273 shares; 2026Q2: 10,273 shares; 2026Q3: 10,273 shares 10,273 $410K 0.03% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,730 shares; 2025Q4: 36,229 shares; 2026Q1: 24,757 shares; 2026Q2: not reported; 2026Q3: 23,949 shares 23,949 $408K 0.03% new Timeline JMUB 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; 2024Q4: 6,477 shares; 2025Q1: 6,530 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,566 shares 8,566 $408K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,509 shares; 2025Q3: 7,579 shares; 2025Q4: 8,323 shares; 2026Q1: 10,600 shares; 2026Q2: 9,401 shares; 2026Q3: 9,095 shares 9,095 $400K 0.03% -306 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,998 shares; 2026Q3: 10,880 shares 10,880 $400K 0.03% +2,882 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,557 shares; 2025Q1: 6,355 shares; 2025Q2: 6,008 shares; 2025Q3: 5,682 shares; 2025Q4: 5,481 shares; 2026Q1: 5,005 shares; 2026Q2: 3,572 shares; 2026Q3: 1,388 shares 1,388 $396K 0.03% -2,184 Timeline AGGH 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,805 shares; 2026Q1: 21,805 shares; 2026Q2: 20,861 shares; 2026Q3: 20,861 shares 20,861 $395K 0.03% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,277 shares; 2025Q1: 5,447 shares; 2025Q2: 5,297 shares; 2025Q3: 6,169 shares; 2025Q4: 5,743 shares; 2026Q1: 5,256 shares; 2026Q2: 3,719 shares; 2026Q3: 3,399 shares 3,399 $394K 0.03% -320 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,799 shares; 2025Q1: 2,951 shares; 2025Q2: 2,977 shares; 2025Q3: 2,787 shares; 2025Q4: 2,860 shares; 2026Q1: 2,918 shares; 2026Q2: 3,730 shares; 2026Q3: 3,794 shares 3,794 $388K 0.03% +64 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,071 shares; 2025Q3: 2,071 shares; 2025Q4: 3,470 shares; 2026Q1: 3,343 shares; 2026Q2: 3,155 shares; 2026Q3: 3,113 shares 3,113 $386K 0.03% -42 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; 2024Q4: 1,752 shares; 2025Q1: 1,934 shares; 2025Q2: 1,403 shares; 2025Q3: 1,744 shares; 2025Q4: 2,345 shares; 2026Q1: 1,763 shares; 2026Q2: 1,848 shares; 2026Q3: 1,772 shares 1,772 $383K 0.03% -76 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,045 shares; 2025Q2: 1,204 shares; 2025Q3: 1,104 shares; 2025Q4: 1,199 shares; 2026Q1: 1,255 shares; 2026Q2: 1,809 shares; 2026Q3: 1,811 shares 1,811 $380K 0.03% +2 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,267 shares; 2025Q1: 22,880 shares; 2025Q2: 23,002 shares; 2025Q3: 21,979 shares; 2025Q4: 24,595 shares; 2026Q1: 25,945 shares; 2026Q2: 26,019 shares; 2026Q3: 34,467 shares 34,467 $379K 0.03% +8,448 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,255 shares; 2025Q1: 12,581 shares; 2025Q2: 11,604 shares; 2025Q3: 16,575 shares; 2025Q4: 17,103 shares; 2026Q1: 31,228 shares; 2026Q2: 32,087 shares; 2026Q3: 31,330 shares 31,330 $378K 0.03% -757 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,254 shares; 2025Q4: 1,361 shares; 2026Q1: 1,584 shares; 2026Q2: 1,703 shares; 2026Q3: 1,633 shares 1,633 $376K 0.03% -70 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,175 shares; 2025Q4: 4,355 shares; 2026Q1: not reported; 2026Q2: 2,329 shares; 2026Q3: 3,336 shares 3,336 $375K 0.03% +1,007 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,996 shares; 2025Q4: not reported; 2026Q1: 5,030 shares; 2026Q2: 6,805 shares; 2026Q3: 7,509 shares 7,509 $372K 0.03% +704 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,515 shares; 2026Q1: 6,882 shares; 2026Q2: 6,782 shares; 2026Q3: 6,782 shares 6,782 $370K 0.03% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,800 shares 1,800 $369K 0.03% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,044 shares; 2025Q4: not reported; 2026Q1: 4,781 shares; 2026Q2: 5,497 shares; 2026Q3: 5,082 shares 5,082 $369K 0.03% -415 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,688 shares; 2026Q2: 8,287 shares; 2026Q3: 8,509 shares 8,509 $368K 0.03% +222 Timeline PTF 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; 2024Q4: 4,405 shares; 2025Q1: 4,661 shares; 2025Q2: 4,786 shares; 2025Q3: 4,806 shares; 2025Q4: 4,436 shares; 2026Q1: 3,156 shares; 2026Q2: 3,370 shares; 2026Q3: 3,353 shares 3,353 $365K 0.03% -17 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; 2024Q4: 1,199 shares; 2025Q1: 1,402 shares; 2025Q2: 1,233 shares; 2025Q3: 1,775 shares; 2025Q4: 1,661 shares; 2026Q1: 1,112 shares; 2026Q2: 682 shares; 2026Q3: 1,373 shares 1,373 $365K 0.03% +691 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,423 shares 14,423 $364K 0.03% new 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; 2024Q4: 1,775 shares; 2025Q1: 1,732 shares; 2025Q2: 1,917 shares; 2025Q3: 1,900 shares; 2025Q4: 1,997 shares; 2026Q1: 1,900 shares; 2026Q2: 2,269 shares; 2026Q3: 2,333 shares 2,333 $362K 0.03% +64 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,908 shares; 2026Q3: 8,832 shares 8,832 $361K 0.03% +1,924 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,360 shares; 2026Q3: 1,282 shares 1,282 $355K 0.03% -78 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,366 shares; 2025Q1: 5,784 shares; 2025Q2: 8,771 shares; 2025Q3: 8,411 shares; 2025Q4: 8,047 shares; 2026Q1: 6,196 shares; 2026Q2: 5,962 shares; 2026Q3: 6,054 shares 6,054 $355K 0.03% +92 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,391 shares; 2025Q1: 11,675 shares; 2025Q2: 11,679 shares; 2025Q3: 11,683 shares; 2025Q4: 6,709 shares; 2026Q1: 6,711 shares; 2026Q2: 6,713 shares; 2026Q3: 6,716 shares 6,716 $352K 0.03% +3 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,380 shares; 2026Q3: 1,934 shares 1,934 $349K 0.03% -446 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,353 shares; 2026Q1: 1,269 shares; 2026Q2: 1,671 shares; 2026Q3: 1,760 shares 1,760 $346K 0.03% +89 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,791 shares; 2025Q4: 1,718 shares; 2026Q1: 1,813 shares; 2026Q2: 1,900 shares; 2026Q3: 2,228 shares 2,228 $345K 0.03% +328 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; 2024Q4: 1,147 shares; 2025Q1: 1,217 shares; 2025Q2: 1,091 shares; 2025Q3: 922 shares; 2025Q4: 922 shares; 2026Q1: 937 shares; 2026Q2: 4,319 shares; 2026Q3: 4,394 shares 4,394 $345K 0.03% +75 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; 2024Q4: 1,761 shares; 2025Q1: 1,602 shares; 2025Q2: 917 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 159 shares; 2026Q3: 190 shares 190 $344K 0.03% +31 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,914 shares; 2025Q1: 40,355 shares; 2025Q2: 40,955 shares; 2025Q3: 40,813 shares; 2025Q4: 42,152 shares; 2026Q1: 43,228 shares; 2026Q2: 43,802 shares; 2026Q3: 33,546 shares 33,546 $344K 0.03% -10,256 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,743 shares; 2025Q3: 2,743 shares; 2025Q4: 2,743 shares; 2026Q1: 3,257 shares; 2026Q2: 3,492 shares; 2026Q3: 3,289 shares 3,289 $342K 0.03% -203 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares; 2025Q3: not reported; 2025Q4: 2,328 shares; 2026Q1: 2,534 shares; 2026Q2: 3,360 shares; 2026Q3: 3,674 shares 3,674 $338K 0.03% +314 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,655 shares; 2025Q1: 1,818 shares; 2025Q2: 1,167 shares; 2025Q3: 1,943 shares; 2025Q4: 2,231 shares; 2026Q1: 1,104 shares; 2026Q2: not reported; 2026Q3: 1,817 shares 1,817 $333K 0.03% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,010 shares; 2025Q1: 2,268 shares; 2025Q2: 1,420 shares; 2025Q3: 1,556 shares; 2025Q4: 2,034 shares; 2026Q1: 2,543 shares; 2026Q2: 2,167 shares; 2026Q3: 1,443 shares 1,443 $333K 0.03% -724 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,375 shares; 2026Q2: 2,253 shares; 2026Q3: 2,335 shares 2,335 $333K 0.03% +82 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; 2024Q4: 1,401 shares; 2025Q1: 1,553 shares; 2025Q2: 1,571 shares; 2025Q3: 1,352 shares; 2025Q4: 1,356 shares; 2026Q1: 1,361 shares; 2026Q2: 1,321 shares; 2026Q3: 1,600 shares 1,600 $333K 0.03% +279 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,598 shares; 2025Q1: 18,314 shares; 2025Q2: 13,405 shares; 2025Q3: 11,336 shares; 2025Q4: 10,993 shares; 2026Q1: 12,750 shares; 2026Q2: 14,633 shares; 2026Q3: 11,585 shares 11,585 $330K 0.03% -3,048 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; 2024Q4: 2,074 shares; 2025Q1: 1,938 shares; 2025Q2: 1,864 shares; 2025Q3: 2,264 shares; 2025Q4: 1,830 shares; 2026Q1: 1,371 shares; 2026Q2: 1,367 shares; 2026Q3: 1,299 shares 1,299 $330K 0.03% -68 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,631 shares; 2025Q1: 12,800 shares; 2025Q2: 12,779 shares; 2025Q3: 11,665 shares; 2025Q4: 9,155 shares; 2026Q1: 9,157 shares; 2026Q2: 8,667 shares; 2026Q3: 8,665 shares 8,665 $329K 0.03% -2 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,916 shares; 2025Q4: 8,655 shares; 2026Q1: 8,478 shares; 2026Q2: 10,679 shares; 2026Q3: 11,780 shares 11,780 $324K 0.03% +1,101 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,686 shares; 2025Q1: 6,727 shares; 2025Q2: 6,781 shares; 2025Q3: 6,823 shares; 2025Q4: 6,870 shares; 2026Q1: 6,932 shares; 2026Q2: 6,991 shares; 2026Q3: 7,036 shares 7,036 $322K 0.03% +45 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; 2024Q4: 298 shares; 2025Q1: 299 shares; 2025Q2: 209 shares; 2025Q3: 119 shares; 2025Q4: 106 shares; 2026Q1: 105 shares; 2026Q2: 1,451 shares; 2026Q3: 1,951 shares 1,951 $318K 0.03% +500 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,299 shares; 2025Q1: 10,560 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,979 shares; 2026Q1: 7,434 shares; 2026Q2: 7,047 shares; 2026Q3: 6,832 shares 6,832 $318K 0.03% -215 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,667 shares; 2025Q1: 8,088 shares; 2025Q2: 7,323 shares; 2025Q3: 6,954 shares; 2025Q4: 6,978 shares; 2026Q1: 7,028 shares; 2026Q2: 6,319 shares; 2026Q3: 6,411 shares 6,411 $317K 0.03% +92 Timeline PFFA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,110 shares; 2026Q1: 16,605 shares; 2026Q2: 15,690 shares; 2026Q3: 16,040 shares 16,040 $317K 0.03% +350 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,793 shares; 2026Q2: 3,893 shares; 2026Q3: 7,599 shares 7,599 $316K 0.03% +3,706 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,316 shares; 2026Q2: 3,377 shares; 2026Q3: 3,683 shares 3,683 $315K 0.03% +306 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,779 shares; 2025Q1: 10,873 shares; 2025Q2: 10,446 shares; 2025Q3: 8,379 shares; 2025Q4: 7,683 shares; 2026Q1: 6,293 shares; 2026Q2: 6,217 shares; 2026Q3: 6,363 shares 6,363 $315K 0.03% +146 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; 2024Q4: 1,511 shares; 2025Q1: 1,656 shares; 2025Q2: 1,456 shares; 2025Q3: 1,890 shares; 2025Q4: 1,987 shares; 2026Q1: 2,212 shares; 2026Q2: 1,485 shares; 2026Q3: 1,682 shares 1,682 $310K 0.02% +197 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; 2024Q4: 6,724 shares; 2025Q1: 7,351 shares; 2025Q2: 7,305 shares; 2025Q3: 6,985 shares; 2025Q4: 3,680 shares; 2026Q1: 4,331 shares; 2026Q2: 4,483 shares; 2026Q3: 4,549 shares 4,549 $309K 0.02% +66 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; 2024Q4: 896 shares; 2025Q1: 870 shares; 2025Q2: 860 shares; 2025Q3: 863 shares; 2025Q4: 863 shares; 2026Q1: 866 shares; 2026Q2: 864 shares; 2026Q3: 860 shares 860 $303K 0.02% -4 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; 2024Q4: 6,563 shares; 2025Q1: 8,319 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,748 shares; 2026Q1: 2,050 shares; 2026Q2: 2,047 shares; 2026Q3: 1,987 shares 1,987 $301K 0.02% -60 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,118 shares; 2025Q1: 2,270 shares; 2025Q2: 2,099 shares; 2025Q3: 2,300 shares; 2025Q4: 2,351 shares; 2026Q1: 2,427 shares; 2026Q2: 2,336 shares; 2026Q3: 2,342 shares 2,342 $301K 0.02% +6 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; 2024Q4: 4,194 shares; 2025Q1: 4,752 shares; 2025Q2: 4,211 shares; 2025Q3: 5,926 shares; 2025Q4: 4,504 shares; 2026Q1: 3,204 shares; 2026Q2: 3,810 shares; 2026Q3: 3,825 shares 3,825 $297K 0.02% +15 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; 2024Q4: 6,676 shares; 2025Q1: 7,243 shares; 2025Q2: 7,466 shares; 2025Q3: 7,236 shares; 2025Q4: 7,192 shares; 2026Q1: 6,948 shares; 2026Q2: 1,951 shares; 2026Q3: 2,000 shares 2,000 $297K 0.02% +49 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,571 shares 3,571 $296K 0.02% new 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; 2024Q4: 752 shares; 2025Q1: 794 shares; 2025Q2: 807 shares; 2025Q3: 824 shares; 2025Q4: 847 shares; 2026Q1: 878 shares; 2026Q2: 681 shares; 2026Q3: 295 shares 295 $295K 0.02% -386 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,280 shares; 2025Q1: 3,717 shares; 2025Q2: 3,082 shares; 2025Q3: 2,798 shares; 2025Q4: 2,770 shares; 2026Q1: 2,596 shares; 2026Q2: 2,635 shares; 2026Q3: 2,630 shares 2,630 $295K 0.02% -5 Timeline NANR 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,449 shares; 2026Q2: 3,451 shares; 2026Q3: 3,494 shares 3,494 $293K 0.02% +43 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 987 shares; 2026Q1: 1,273 shares; 2026Q2: 1,275 shares; 2026Q3: 1,004 shares 1,004 $292K 0.02% -271 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; 2024Q4: 8,290 shares; 2025Q1: 8,324 shares; 2025Q2: 5,187 shares; 2025Q3: 5,177 shares; 2025Q4: 5,132 shares; 2026Q1: 5,062 shares; 2026Q2: 5,002 shares; 2026Q3: 4,915 shares 4,915 $291K 0.02% -87 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,771 shares; 2025Q1: 6,004 shares; 2025Q2: 3,912 shares; 2025Q3: 1,092 shares; 2025Q4: 1,113 shares; 2026Q1: 1,144 shares; 2026Q2: 1,162 shares; 2026Q3: 1,172 shares 1,172 $290K 0.02% +10 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,201 shares; 2026Q2: not reported; 2026Q3: 6,966 shares 6,966 $290K 0.02% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,252 shares; 2025Q1: 6,318 shares; 2025Q2: 6,284 shares; 2025Q3: 6,354 shares; 2025Q4: 6,421 shares; 2026Q1: 7,363 shares; 2026Q2: 6,938 shares; 2026Q3: 7,013 shares 7,013 $289K 0.02% +75 Timeline SPVM 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; 2024Q4: 49,427 shares; 2025Q1: 47,960 shares; 2025Q2: 47,500 shares; 2025Q3: 9,613 shares; 2025Q4: 8,171 shares; 2026Q1: 6,670 shares; 2026Q2: 4,167 shares; 2026Q3: 3,984 shares 3,984 $289K 0.02% -183 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,332 shares; 2025Q1: 15,670 shares; 2025Q2: 15,984 shares; 2025Q3: 12,834 shares; 2025Q4: 10,928 shares; 2026Q1: 13,360 shares; 2026Q2: 6,464 shares; 2026Q3: 6,935 shares 6,935 $286K 0.02% +471 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,380 shares; 2026Q3: 8,054 shares 8,054 $286K 0.02% -1,326 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,876 shares; 2025Q1: 6,172 shares; 2025Q2: 6,112 shares; 2025Q3: 5,639 shares; 2025Q4: 5,379 shares; 2026Q1: 5,099 shares; 2026Q2: 3,096 shares; 2026Q3: 3,102 shares 3,102 $285K 0.02% +6 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,002 shares; 2026Q3: 1,011 shares 1,011 $285K 0.02% +9 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,002 shares; 2025Q2: 1,057 shares; 2025Q3: 1,115 shares; 2025Q4: 1,153 shares; 2026Q1: 5,074 shares; 2026Q2: 3,354 shares; 2026Q3: 1,277 shares 1,277 $283K 0.02% -2,077 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,582 shares; 2025Q1: 3,289 shares; 2025Q2: 3,006 shares; 2025Q3: 3,405 shares; 2025Q4: 3,713 shares; 2026Q1: 3,983 shares; 2026Q2: 2,910 shares; 2026Q3: 2,972 shares 2,972 $282K 0.02% +62 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,191 shares; 2026Q2: 25,054 shares; 2026Q3: 7,242 shares 7,242 $279K 0.02% -17,812 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; 2024Q4: 1,259 shares; 2025Q1: 1,358 shares; 2025Q2: 1,418 shares; 2025Q3: 1,529 shares; 2025Q4: not reported; 2026Q1: 642 shares; 2026Q2: 689 shares; 2026Q3: 832 shares 832 $276K 0.02% +143 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,935 shares; 2025Q3: 5,146 shares; 2025Q4: 4,952 shares; 2026Q1: 4,288 shares; 2026Q2: 4,258 shares; 2026Q3: 4,788 shares 4,788 $275K 0.02% +530 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,832 shares; 2025Q4: 2,614 shares; 2026Q1: 2,858 shares; 2026Q2: 1,351 shares; 2026Q3: 1,674 shares 1,674 $275K 0.02% +323 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,134 shares; 2025Q1: 11,401 shares; 2025Q2: 10,310 shares; 2025Q3: 9,747 shares; 2025Q4: 9,790 shares; 2026Q1: 9,901 shares; 2026Q2: 8,949 shares; 2026Q3: 9,164 shares 9,164 $274K 0.02% +215 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,682 shares; 2025Q1: 3,469 shares; 2025Q2: 3,403 shares; 2025Q3: 3,406 shares; 2025Q4: 3,257 shares; 2026Q1: 2,059 shares; 2026Q2: 1,704 shares; 2026Q3: 1,704 shares 1,704 $274K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,348 shares; 2026Q2: 1,722 shares; 2026Q3: 1,799 shares 1,799 $274K 0.02% +77 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,531 shares; 2026Q3: 1,128 shares 1,128 $272K 0.02% -403 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 146 shares; 2025Q1: 154 shares; 2025Q2: 150 shares; 2025Q3: 131 shares; 2025Q4: 128 shares; 2026Q1: 123 shares; 2026Q2: 131 shares; 2026Q3: 131 shares 131 $270K 0.02% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,019 shares; 2026Q2: 2,919 shares; 2026Q3: 3,066 shares 3,066 $267K 0.02% +147 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,120 shares; 2026Q3: 4,391 shares 4,391 $267K 0.02% +271 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,003 shares; 2026Q2: 1,163 shares; 2026Q3: 1,148 shares 1,148 $265K 0.02% -15 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,201 shares; 2026Q2: 1,351 shares; 2026Q3: 1,351 shares 1,351 $264K 0.02% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,651 shares; 2026Q2: 3,036 shares; 2026Q3: 3,124 shares 3,124 $263K 0.02% +88 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 676 shares; 2026Q2: 716 shares; 2026Q3: 804 shares 804 $261K 0.02% +88 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,564 shares; 2026Q3: 8,174 shares 8,174 $258K 0.02% +610 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,316 shares; 2025Q1: 4,881 shares; 2025Q2: 4,362 shares; 2025Q3: 4,499 shares; 2025Q4: 4,087 shares; 2026Q1: not reported; 2026Q2: 1,480 shares; 2026Q3: 1,437 shares 1,437 $257K 0.02% -43 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 655 shares; 2025Q4: 667 shares; 2026Q1: 626 shares; 2026Q2: 622 shares; 2026Q3: 565 shares 565 $255K 0.02% -57 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; 2024Q4: not reported; 2025Q1: 2,408 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,789 shares; 2026Q2: 1,738 shares; 2026Q3: 1,760 shares 1,760 $255K 0.02% +22 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,478 shares; 2025Q1: 2,459 shares; 2025Q2: 2,634 shares; 2025Q3: 2,542 shares; 2025Q4: 2,464 shares; 2026Q1: 2,335 shares; 2026Q2: 1,663 shares; 2026Q3: 1,501 shares 1,501 $254K 0.02% -162 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,739 shares; 2026Q1: 10,729 shares; 2026Q2: 10,227 shares; 2026Q3: 10,227 shares 10,227 $254K 0.02% 0 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,581 shares; 2025Q1: 11,378 shares; 2025Q2: 11,983 shares; 2025Q3: 12,050 shares; 2025Q4: 12,849 shares; 2026Q1: 11,937 shares; 2026Q2: 12,192 shares; 2026Q3: 10,416 shares 10,416 $253K 0.02% -1,776 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,336 shares; 2025Q2: 10,068 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,657 shares; 2026Q2: 34,896 shares; 2026Q3: 13,162 shares 13,162 $249K 0.02% -21,734 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,402 shares; 2025Q2: 12,508 shares; 2025Q3: 12,614 shares; 2025Q4: 12,752 shares; 2026Q1: 10,634 shares; 2026Q2: 10,650 shares; 2026Q3: 10,750 shares 10,750 $246K 0.02% +100 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; 2024Q4: 3,637 shares; 2025Q1: 3,991 shares; 2025Q2: 3,891 shares; 2025Q3: 3,832 shares; 2025Q4: 3,726 shares; 2026Q1: 3,560 shares; 2026Q2: 2,036 shares; 2026Q3: 773 shares 773 $246K 0.02% -1,263 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,561 shares; 2025Q1: 3,961 shares; 2025Q2: 3,750 shares; 2025Q3: 3,630 shares; 2025Q4: 4,071 shares; 2026Q1: 4,147 shares; 2026Q2: 4,454 shares; 2026Q3: 4,482 shares 4,482 $246K 0.02% +28 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,634 shares; 2025Q1: 3,654 shares; 2025Q2: 5,619 shares; 2025Q3: 4,476 shares; 2025Q4: 4,287 shares; 2026Q1: 2,275 shares; 2026Q2: 1,204 shares; 2026Q3: 1,018 shares 1,018 $244K 0.02% -186 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; 2024Q4: 1,055 shares; 2025Q1: 1,081 shares; 2025Q2: not reported; 2025Q3: 841 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 996 shares; 2026Q3: 942 shares 942 $242K 0.02% -54 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,492 shares; 2026Q3: 2,808 shares 2,808 $241K 0.02% +316 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 883 shares; 2025Q1: 1,159 shares; 2025Q2: 2,205 shares; 2025Q3: 2,090 shares; 2025Q4: 1,987 shares; 2026Q1: 1,157 shares; 2026Q2: 1,396 shares; 2026Q3: 871 shares 871 $240K 0.02% -525 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,184 shares; 2026Q3: 4,392 shares 4,392 $239K 0.02% +208 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,057 shares; 2026Q2: 3,368 shares; 2026Q3: 3,544 shares 3,544 $239K 0.02% +176 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 654 shares; 2026Q3: 665 shares 665 $237K 0.02% +11 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,741 shares 2,741 $237K 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 701 shares; 2026Q3: 589 shares 589 $236K 0.02% -112 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,215 shares 8,215 $236K 0.02% new Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,033 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,945 shares; 2026Q2: 5,962 shares; 2026Q3: 5,567 shares 5,567 $236K 0.02% -395 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,812 shares; 2026Q3: 1,971 shares 1,971 $234K 0.02% +159 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,415 shares; 2025Q1: 7,150 shares; 2025Q2: 6,928 shares; 2025Q3: 6,119 shares; 2025Q4: 5,267 shares; 2026Q1: 6,085 shares; 2026Q2: 3,272 shares; 2026Q3: 3,107 shares 3,107 $233K 0.02% -165 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,783 shares; 2025Q1: 5,572 shares; 2025Q2: 1,814 shares; 2025Q3: 1,793 shares; 2025Q4: 1,769 shares; 2026Q1: 1,428 shares; 2026Q2: 1,410 shares; 2026Q3: 1,397 shares 1,397 $233K 0.02% -13 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,343 shares; 2025Q1: 2,344 shares; 2025Q2: 2,343 shares; 2025Q3: 2,343 shares; 2025Q4: 2,343 shares; 2026Q1: 2,468 shares; 2026Q2: 2,343 shares; 2026Q3: 2,395 shares 2,395 $232K 0.02% +52 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,360 shares; 2025Q1: not reported; 2025Q2: 2,661 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,592 shares; 2026Q3: 1,478 shares 1,478 $232K 0.02% -114 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; 2024Q4: 22,448 shares; 2025Q1: 24,009 shares; 2025Q2: 24,082 shares; 2025Q3: 20,270 shares; 2025Q4: 23,806 shares; 2026Q1: 24,377 shares; 2026Q2: 38,086 shares; 2026Q3: 40,742 shares 40,742 $229K 0.02% +2,656 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; 2024Q4: 14,527 shares; 2025Q1: 20,496 shares; 2025Q2: 6,213 shares; 2025Q3: 6,057 shares; 2025Q4: 5,641 shares; 2026Q1: 6,971 shares; 2026Q2: 4,728 shares; 2026Q3: 4,466 shares 4,466 $227K 0.02% -262 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,942 shares; 2026Q3: 3,912 shares 3,912 $226K 0.02% -30 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 902 shares; 2026Q3: 1,007 shares 1,007 $224K 0.02% +105 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,255 shares; 2026Q3: 1,213 shares 1,213 $224K 0.02% -42 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; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: 788 shares; 2025Q4: 842 shares; 2026Q1: 745 shares; 2026Q2: 648 shares; 2026Q3: 566 shares 566 $223K 0.02% -82 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; 2024Q4: 2,807 shares; 2025Q1: 3,017 shares; 2025Q2: 1,673 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,326 shares 1,326 $223K 0.02% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 898 shares; 2025Q1: 945 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 801 shares 801 $222K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,774 shares 2,774 $220K 0.02% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,315 shares 1,315 $220K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 374 shares; 2025Q3: 373 shares; 2025Q4: not reported; 2026Q1: 166 shares; 2026Q2: 127 shares; 2026Q3: 132 shares 132 $218K 0.02% +5 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,138 shares; 2026Q2: 2,344 shares; 2026Q3: 2,362 shares 2,362 $218K 0.02% +18 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,028 shares 2,028 $215K 0.02% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,734 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,606 shares; 2025Q4: 3,615 shares; 2026Q1: 3,678 shares; 2026Q2: 2,719 shares; 2026Q3: 2,121 shares 2,121 $214K 0.02% -598 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,199 shares; 2025Q1: 2,756 shares; 2025Q2: 2,543 shares; 2025Q3: 2,279 shares; 2025Q4: 2,213 shares; 2026Q1: 2,144 shares; 2026Q2: 4,121 shares; 2026Q3: 3,963 shares 3,963 $214K 0.02% -158 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 810 shares; 2026Q2: 764 shares; 2026Q3: 745 shares 745 $214K 0.02% -19 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,129 shares; 2026Q3: 4,365 shares 4,365 $214K 0.02% +236 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 780 shares 780 $213K 0.02% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,982 shares; 2026Q2: 2,167 shares; 2026Q3: 1,866 shares 1,866 $213K 0.02% -301 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 951 shares; 2025Q4: 904 shares; 2026Q1: 828 shares; 2026Q2: 642 shares; 2026Q3: 579 shares 579 $212K 0.02% -63 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; 2024Q4: 1,808 shares; 2025Q1: 1,269 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,440 shares; 2026Q3: 2,476 shares 2,476 $212K 0.02% +36 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 543 shares 543 $211K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,833 shares; 2026Q2: 2,947 shares; 2026Q3: 2,470 shares 2,470 $211K 0.02% -477 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,119 shares; 2025Q1: 25,247 shares; 2025Q2: 18,612 shares; 2025Q3: 11,465 shares; 2025Q4: 10,456 shares; 2026Q1: 11,697 shares; 2026Q2: not reported; 2026Q3: 4,007 shares 4,007 $211K 0.02% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,329 shares; 2025Q1: 2,586 shares; 2025Q2: 3,135 shares; 2025Q3: 3,002 shares; 2025Q4: 3,039 shares; 2026Q1: 2,814 shares; 2026Q2: 1,712 shares; 2026Q3: 1,720 shares 1,720 $210K 0.02% +8 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,598 shares; 2026Q1: 44,309 shares; 2026Q2: 41,297 shares; 2026Q3: 16,764 shares 16,764 $210K 0.02% -24,533 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 853 shares; 2026Q2: not reported; 2026Q3: 761 shares 761 $210K 0.02% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,276 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,118 shares; 2026Q2: 9,147 shares; 2026Q3: 8,572 shares 8,572 $209K 0.02% -575 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,597 shares 1,597 $208K 0.02% new Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,907 shares; 2025Q1: 11,673 shares; 2025Q2: 9,673 shares; 2025Q3: 9,673 shares; 2025Q4: 8,542 shares; 2026Q1: 8,542 shares; 2026Q2: 7,281 shares; 2026Q3: 7,281 shares 7,281 $205K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301 shares; 2026Q2: 295 shares; 2026Q3: 211 shares 211 $205K 0.02% -84 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412 shares; 2025Q3: 413 shares; 2025Q4: 421 shares; 2026Q1: 357 shares; 2026Q2: 344 shares; 2026Q3: 376 shares 376 $204K 0.02% +32 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,188 shares 3,188 $204K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 571 shares 571 $203K 0.02% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 495 shares; 2026Q3: 477 shares 477 $202K 0.02% -18 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,063 shares 2,063 $201K 0.02% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,038 shares; 2026Q2: 12,834 shares; 2026Q3: 13,695 shares 13,695 $184K 0.01% +861 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,246 shares; 2025Q3: 10,337 shares; 2025Q4: 10,176 shares; 2026Q1: 23,745 shares; 2026Q2: 20,957 shares; 2026Q3: 21,910 shares 21,910 $168K 0.01% +953 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,339 shares; 2026Q2: 29,933 shares; 2026Q3: 23,539 shares 23,539 $153K 0.01% -6,394 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,370 shares 13,370 $142K 0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,239 shares; 2026Q2: 22,061 shares; 2026Q3: 19,075 shares 19,075 $100K 0.01% -2,986 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,707 shares; 2025Q1: 16,781 shares; 2025Q2: 16,831 shares; 2025Q3: 16,551 shares; 2025Q4: 16,601 shares; 2026Q1: 11,135 shares; 2026Q2: 11,179 shares; 2026Q3: 11,224 shares 11,224 $92.7K 0.01% +45 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,543 shares; 2025Q1: 10,900 shares; 2025Q2: 10,531 shares; 2025Q3: 10,538 shares; 2025Q4: 10,546 shares; 2026Q1: 10,556 shares; 2026Q2: 13,853 shares; 2026Q3: 13,573 shares 13,573 $70K 0.01% -280 Timeline SKIN SKINHEALTH SYSTEMS INC More: the full row for SKINHEALTH SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,238 shares; 2026Q2: 10,238 shares; 2026Q3: 10,238 shares 10,238 $6.45K <0.01% 0 Timeline