AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,894 shares; 2024Q4: 348,988 shares; 2025Q1: 342,447 shares; 2025Q2: 344,807 shares; 2025Q3: 333,894 shares; 2025Q4: 341,995 shares; 2026Q1: 343,985 shares; 2026Q2: 350,341 shares 350,341 $101M 4.36% +6,356 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 677,451 shares; 2024Q4: 705,569 shares; 2025Q1: 723,582 shares; 2025Q2: 687,686 shares; 2025Q3: 680,381 shares; 2025Q4: 670,243 shares; 2026Q1: 673,279 shares; 2026Q2: 662,346 shares 662,346 $89.2M 3.83% -10,933 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 948,321 shares; 2024Q4: 994,851 shares; 2025Q1: 1,038,432 shares; 2025Q2: 1,072,776 shares; 2025Q3: 1,097,029 shares; 2025Q4: 1,115,038 shares; 2026Q1: 1,116,124 shares; 2026Q2: 1,107,956 shares 1,107,956 $74.9M 3.22% -8,168 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535,864 shares; 2024Q4: 539,175 shares; 2025Q1: 548,371 shares; 2025Q2: 549,971 shares; 2025Q3: 579,426 shares; 2025Q4: 602,166 shares; 2026Q1: 631,003 shares; 2026Q2: 664,572 shares 664,572 $58.4M 2.51% +33,569 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,367 shares; 2024Q4: 79,311 shares; 2025Q1: 78,046 shares; 2025Q2: 75,417 shares; 2025Q3: 75,321 shares; 2025Q4: 75,285 shares; 2026Q1: 73,210 shares; 2026Q2: 72,034 shares 72,034 $53.9M 2.32% -1,176 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,441 shares; 2024Q4: 239,635 shares; 2025Q1: 242,773 shares; 2025Q2: 247,049 shares; 2025Q3: 251,015 shares; 2025Q4: 254,056 shares; 2026Q1: 265,552 shares; 2026Q2: 263,411 shares 263,411 $52.7M 2.27% -2,141 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,365 shares; 2024Q4: 65,362 shares; 2025Q1: 65,317 shares; 2025Q2: 68,046 shares; 2025Q3: 69,984 shares; 2025Q4: 74,163 shares; 2026Q1: 78,292 shares; 2026Q2: 82,562 shares 82,562 $30.8M 1.32% +4,270 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,898 shares; 2024Q4: 36,052 shares; 2025Q1: 35,961 shares; 2025Q2: 39,414 shares; 2025Q3: 41,135 shares; 2025Q4: 41,018 shares; 2026Q1: 41,583 shares; 2026Q2: 40,458 shares 40,458 $29.8M 1.28% -1,125 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,362 shares; 2024Q4: 165,985 shares; 2025Q1: 160,896 shares; 2025Q2: 238,710 shares; 2025Q3: 246,060 shares; 2025Q4: 262,663 shares; 2026Q1: 281,894 shares; 2026Q2: 309,271 shares 309,271 $28.5M 1.23% +27,377 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,957 shares; 2024Q4: 148,866 shares; 2025Q1: 153,290 shares; 2025Q2: 159,329 shares; 2025Q3: 158,337 shares; 2025Q4: 170,110 shares; 2026Q1: 191,802 shares; 2026Q2: 219,731 shares 219,731 $26.1M 1.12% +27,929 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,611 shares; 2024Q4: 258,396 shares; 2025Q1: 257,086 shares; 2025Q2: 253,542 shares; 2025Q3: 248,744 shares; 2025Q4: 253,762 shares; 2026Q1: 256,054 shares; 2026Q2: 253,692 shares 253,692 $24.5M 1.05% -2,362 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,996 shares; 2024Q4: 85,408 shares; 2025Q1: 86,240 shares; 2025Q2: 91,065 shares; 2025Q3: 94,117 shares; 2025Q4: 94,758 shares; 2026Q1: 100,438 shares; 2026Q2: 101,228 shares 101,228 $24.1M 1.04% +790 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,166 shares; 2024Q4: 234,660 shares; 2025Q1: 244,566 shares; 2025Q2: 270,761 shares; 2025Q3: 275,930 shares; 2025Q4: 304,493 shares; 2026Q1: 343,934 shares; 2026Q2: 399,520 shares 399,520 $21.6M 0.93% +55,586 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,572 shares; 2024Q4: 30,260 shares; 2025Q1: 26,424 shares; 2025Q2: 27,216 shares; 2025Q3: 28,510 shares; 2025Q4: 28,487 shares; 2026Q1: 28,351 shares; 2026Q2: 28,653 shares 28,653 $21.4M 0.92% +302 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,998 shares; 2024Q4: 169,384 shares; 2025Q1: 175,314 shares; 2025Q2: 176,079 shares; 2025Q3: 178,167 shares; 2025Q4: 183,234 shares; 2026Q1: 180,723 shares; 2026Q2: 186,618 shares 186,618 $21.1M 0.91% +5,895 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,987 shares; 2024Q4: 71,611 shares; 2025Q1: 75,209 shares; 2025Q2: 79,243 shares; 2025Q3: 79,683 shares; 2025Q4: 89,762 shares; 2026Q1: 105,264 shares; 2026Q2: 124,307 shares 124,307 $20.9M 0.9% +19,043 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,453 shares; 2024Q4: 158,539 shares; 2025Q1: 164,535 shares; 2025Q2: 166,714 shares; 2025Q3: 173,420 shares; 2025Q4: 187,495 shares; 2026Q1: 184,207 shares; 2026Q2: 198,858 shares 198,858 $20M 0.86% +14,651 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,321 shares; 2024Q4: 228,443 shares; 2025Q1: 237,396 shares; 2025Q2: 254,656 shares; 2025Q3: 266,198 shares; 2025Q4: 289,284 shares; 2026Q1: 336,054 shares; 2026Q2: 396,951 shares 396,951 $20M 0.86% +60,897 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,407 shares; 2024Q4: 22,066 shares; 2025Q1: 23,037 shares; 2025Q2: 24,899 shares; 2025Q3: 25,311 shares; 2025Q4: 27,520 shares; 2026Q1: 31,488 shares; 2026Q2: 38,053 shares 38,053 $19.9M 0.85% +6,565 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,384 shares; 2024Q4: 260,634 shares; 2025Q1: 280,429 shares; 2025Q2: 316,171 shares; 2025Q3: 334,319 shares; 2025Q4: 390,584 shares; 2026Q1: 469,532 shares; 2026Q2: 584,745 shares 584,745 $19.6M 0.84% +115,213 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,594 shares; 2024Q4: 60,726 shares; 2025Q1: 57,441 shares; 2025Q2: 56,219 shares; 2025Q3: 56,862 shares; 2025Q4: 54,065 shares; 2026Q1: 52,139 shares; 2026Q2: 51,439 shares 51,439 $19M 0.82% -700 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,671 shares; 2024Q4: 240,206 shares; 2025Q1: 236,055 shares; 2025Q2: 233,288 shares; 2025Q3: 234,927 shares; 2025Q4: 229,177 shares; 2026Q1: 225,266 shares; 2026Q2: 219,368 shares 219,368 $18.8M 0.81% -5,898 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; 2024Q3: 104,539 shares; 2024Q4: 118,448 shares; 2025Q1: 125,649 shares; 2025Q2: 143,550 shares; 2025Q3: 149,075 shares; 2025Q4: 171,419 shares; 2026Q1: 208,127 shares; 2026Q2: 257,203 shares 257,203 $18.6M 0.8% +49,076 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,539 shares; 2024Q4: 94,368 shares; 2025Q1: 93,819 shares; 2025Q2: 96,454 shares; 2025Q3: 96,533 shares; 2025Q4: 96,027 shares; 2026Q1: 85,149 shares; 2026Q2: 78,197 shares 78,197 $18.5M 0.8% -6,952 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,203 shares; 2024Q4: 14,824 shares; 2025Q1: 18,577 shares; 2025Q2: 20,772 shares; 2025Q3: 22,689 shares; 2025Q4: 25,330 shares; 2026Q1: 26,713 shares; 2026Q2: 27,370 shares 27,370 $18M 0.77% +657 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,666 shares; 2025Q4: 717,133 shares; 2026Q1: 820,301 shares; 2026Q2: 866,541 shares 866,541 $17.6M 0.76% +46,240 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,107 shares; 2024Q4: 615,020 shares; 2025Q1: 678,401 shares; 2025Q2: 711,259 shares; 2025Q3: 753,450 shares; 2025Q4: 777,869 shares; 2026Q1: 850,379 shares; 2026Q2: 881,984 shares 881,984 $17.3M 0.74% +31,605 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,944 shares; 2024Q4: 40,904 shares; 2025Q1: 40,999 shares; 2025Q2: 42,173 shares; 2025Q3: 41,924 shares; 2025Q4: 42,520 shares; 2026Q1: 43,320 shares; 2026Q2: 46,311 shares 46,311 $16.6M 0.71% +2,991 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,559 shares; 2024Q4: 100,785 shares; 2025Q1: 99,460 shares; 2025Q2: 101,731 shares; 2025Q3: 105,168 shares; 2025Q4: 107,769 shares; 2026Q1: 108,645 shares; 2026Q2: 109,823 shares 109,823 $16.1M 0.69% +1,178 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,470 shares; 2024Q4: 60,608 shares; 2025Q1: 64,857 shares; 2025Q2: 74,058 shares; 2025Q3: 75,937 shares; 2025Q4: 85,929 shares; 2026Q1: 102,182 shares; 2026Q2: 125,250 shares 125,250 $16M 0.69% +23,068 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,372 shares; 2024Q4: 49,735 shares; 2025Q1: 51,706 shares; 2025Q2: 55,206 shares; 2025Q3: 56,104 shares; 2025Q4: 58,953 shares; 2026Q1: 61,619 shares; 2026Q2: 62,151 shares 62,151 $15.8M 0.68% +532 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,552 shares; 2025Q3: 9,053 shares; 2025Q4: 335,423 shares; 2026Q1: 381,859 shares; 2026Q2: 389,091 shares 389,091 $15.6M 0.67% +7,232 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506,582 shares; 2024Q4: 591,199 shares; 2025Q1: 628,897 shares; 2025Q2: 655,569 shares; 2025Q3: 692,022 shares; 2025Q4: 708,629 shares; 2026Q1: 771,743 shares; 2026Q2: 776,783 shares 776,783 $15.2M 0.65% +5,040 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,201 shares; 2024Q4: 120,161 shares; 2025Q1: 129,850 shares; 2025Q2: 156,165 shares; 2025Q3: 164,078 shares; 2025Q4: 168,524 shares; 2026Q1: 178,393 shares; 2026Q2: 177,837 shares 177,837 $14.4M 0.62% -556 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; 2024Q3: 25,806 shares; 2024Q4: 252,699 shares; 2025Q1: 272,046 shares; 2025Q2: 302,724 shares; 2025Q3: 329,457 shares; 2025Q4: 383,478 shares; 2026Q1: 453,166 shares; 2026Q2: 557,829 shares 557,829 $14.2M 0.61% +104,663 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,106 shares; 2024Q4: 53,792 shares; 2025Q1: 55,826 shares; 2025Q2: 55,843 shares; 2025Q3: 56,405 shares; 2025Q4: 59,870 shares; 2026Q1: 61,925 shares; 2026Q2: 63,893 shares 63,893 $13.9M 0.6% +1,968 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,859 shares; 2024Q4: 116,982 shares; 2025Q1: 115,458 shares; 2025Q2: 120,802 shares; 2025Q3: 127,326 shares; 2025Q4: 153,356 shares; 2026Q1: 167,562 shares; 2026Q2: 181,259 shares 181,259 $13.9M 0.6% +13,697 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; 2024Q3: 156,044 shares; 2024Q4: 220,432 shares; 2025Q1: 219,584 shares; 2025Q2: 228,726 shares; 2025Q3: 225,747 shares; 2025Q4: 256,940 shares; 2026Q1: 263,290 shares; 2026Q2: 299,451 shares 299,451 $13.6M 0.59% +36,161 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,992 shares; 2024Q4: 106,417 shares; 2025Q1: 106,576 shares; 2025Q2: 108,063 shares; 2025Q3: 107,922 shares; 2025Q4: 109,367 shares; 2026Q1: 146,912 shares; 2026Q2: 148,333 shares 148,333 $13.4M 0.57% +1,421 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; 2024Q3: 118,371 shares; 2024Q4: 144,316 shares; 2025Q1: 158,080 shares; 2025Q2: 175,826 shares; 2025Q3: 187,295 shares; 2025Q4: 222,662 shares; 2026Q1: 267,823 shares; 2026Q2: 335,057 shares 335,057 $13.2M 0.57% +67,234 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,790 shares; 2024Q4: 163,263 shares; 2025Q1: 163,763 shares; 2025Q2: 165,160 shares; 2025Q3: 164,680 shares; 2025Q4: 165,080 shares; 2026Q1: 166,711 shares; 2026Q2: 173,693 shares 173,693 $13.2M 0.57% +6,982 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,070 shares; 2024Q4: 345,517 shares; 2025Q1: 345,559 shares; 2025Q2: 367,020 shares; 2025Q3: 395,133 shares; 2025Q4: 229,298 shares; 2026Q1: 245,146 shares; 2026Q2: 259,602 shares 259,602 $13.1M 0.56% +14,456 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,585 shares; 2024Q4: 41,378 shares; 2025Q1: 41,049 shares; 2025Q2: 42,060 shares; 2025Q3: 43,102 shares; 2025Q4: 41,583 shares; 2026Q1: 43,474 shares; 2026Q2: 46,058 shares 46,058 $13M 0.56% +2,584 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,252 shares; 2024Q4: 8,119 shares; 2025Q1: 7,669 shares; 2025Q2: 9,186 shares; 2025Q3: 9,172 shares; 2025Q4: 45,978 shares; 2026Q1: 48,358 shares; 2026Q2: 43,060 shares 43,060 $12.9M 0.56% -5,298 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,100 shares; 2024Q4: 120,602 shares; 2025Q1: 120,236 shares; 2025Q2: 111,758 shares; 2025Q3: 111,246 shares; 2025Q4: 110,325 shares; 2026Q1: 109,694 shares; 2026Q2: 107,876 shares 107,876 $12.6M 0.54% -1,818 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,041 shares; 2024Q4: 66,098 shares; 2025Q1: 72,022 shares; 2025Q2: 80,784 shares; 2025Q3: 83,010 shares; 2025Q4: 96,046 shares; 2026Q1: 114,771 shares; 2026Q2: 141,126 shares 141,126 $12.3M 0.53% +26,355 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,854 shares; 2024Q4: 74,988 shares; 2025Q1: 77,506 shares; 2025Q2: 81,104 shares; 2025Q3: 84,091 shares; 2025Q4: 92,575 shares; 2026Q1: 89,195 shares; 2026Q2: 89,611 shares 89,611 $12.3M 0.53% +416 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,112 shares; 2024Q4: 158,236 shares; 2025Q1: 155,426 shares; 2025Q2: 159,117 shares; 2025Q3: 157,583 shares; 2025Q4: 161,689 shares; 2026Q1: 163,953 shares; 2026Q2: 164,403 shares 164,403 $12.1M 0.52% +450 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,870 shares; 2024Q4: 23,837 shares; 2025Q1: 22,982 shares; 2025Q2: 22,858 shares; 2025Q3: 22,872 shares; 2025Q4: 21,815 shares; 2026Q1: 21,997 shares; 2026Q2: 133,697 shares 133,697 $11.5M 0.49% +111,700 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,556 shares; 2024Q4: 26,333 shares; 2025Q1: 27,404 shares; 2025Q2: 30,094 shares; 2025Q3: 29,424 shares; 2025Q4: 29,500 shares; 2026Q1: 31,061 shares; 2026Q2: 32,506 shares 32,506 $11.5M 0.49% +1,445 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,071 shares; 2024Q4: 117,359 shares; 2025Q1: 121,279 shares; 2025Q2: 127,112 shares; 2025Q3: 131,651 shares; 2025Q4: 134,469 shares; 2026Q1: 138,526 shares; 2026Q2: 140,475 shares 140,475 $11.4M 0.49% +1,949 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,361 shares; 2024Q4: 28,764 shares; 2025Q1: 30,588 shares; 2025Q2: 33,948 shares; 2025Q3: 34,813 shares; 2025Q4: 35,408 shares; 2026Q1: 37,615 shares; 2026Q2: 37,625 shares 37,625 $11.4M 0.49% +10 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; 2024Q3: 160,317 shares; 2024Q4: 170,228 shares; 2025Q1: 172,320 shares; 2025Q2: 183,264 shares; 2025Q3: 187,871 shares; 2025Q4: 194,805 shares; 2026Q1: 197,857 shares; 2026Q2: 209,551 shares 209,551 $10.6M 0.46% +11,694 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,037 shares; 2024Q4: 75,651 shares; 2025Q1: 63,079 shares; 2025Q2: 69,994 shares; 2025Q3: 72,451 shares; 2025Q4: 82,160 shares; 2026Q1: 87,461 shares; 2026Q2: 93,077 shares 93,077 $10.5M 0.45% +5,616 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,845 shares; 2024Q4: 52,732 shares; 2025Q1: 54,093 shares; 2025Q2: 55,476 shares; 2025Q3: 54,959 shares; 2025Q4: 51,500 shares; 2026Q1: 52,596 shares; 2026Q2: 54,941 shares 54,941 $10.4M 0.45% +2,345 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,903 shares; 2024Q4: 4,082 shares; 2025Q1: 4,030 shares; 2025Q2: 4,136 shares; 2025Q3: 4,434 shares; 2025Q4: 5,133 shares; 2026Q1: 9,468 shares; 2026Q2: 9,379 shares 9,379 $9.99M 0.43% -89 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,004 shares; 2026Q2: 191,886 shares 191,886 $9.78M 0.42% +65,882 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,980 shares; 2024Q4: 10,029 shares; 2025Q1: 10,270 shares; 2025Q2: 11,820 shares; 2025Q3: 13,647 shares; 2025Q4: 13,951 shares; 2026Q1: 15,942 shares; 2026Q2: 16,653 shares 16,653 $9.67M 0.42% +711 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; 2024Q3: 148,313 shares; 2024Q4: 95,969 shares; 2025Q1: 93,388 shares; 2025Q2: 96,586 shares; 2025Q3: 99,342 shares; 2025Q4: 102,948 shares; 2026Q1: 106,997 shares; 2026Q2: 110,024 shares 110,024 $9.09M 0.39% +3,027 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; 2024Q3: 194,792 shares; 2024Q4: 200,897 shares; 2025Q1: 205,712 shares; 2025Q2: 225,864 shares; 2025Q3: 214,686 shares; 2025Q4: 227,682 shares; 2026Q1: 236,097 shares; 2026Q2: 222,996 shares 222,996 $8.95M 0.38% -13,101 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,897 shares; 2024Q4: 55,822 shares; 2025Q1: 57,697 shares; 2025Q2: 58,782 shares; 2025Q3: 58,766 shares; 2025Q4: 57,937 shares; 2026Q1: 73,747 shares; 2026Q2: 75,133 shares 75,133 $8.84M 0.38% +1,386 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,372 shares; 2024Q4: 22,236 shares; 2025Q1: 22,671 shares; 2025Q2: 22,612 shares; 2025Q3: 23,104 shares; 2025Q4: 23,456 shares; 2026Q1: 27,425 shares; 2026Q2: 26,626 shares 26,626 $8.72M 0.37% -799 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,810 shares; 2024Q4: 37,245 shares; 2025Q1: 37,588 shares; 2025Q2: 38,128 shares; 2025Q3: 37,314 shares; 2025Q4: 35,194 shares; 2026Q1: 35,646 shares; 2026Q2: 35,671 shares 35,671 $8.67M 0.37% +25 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,418 shares; 2024Q4: 12,805 shares; 2025Q1: 12,810 shares; 2025Q2: 13,307 shares; 2025Q3: 13,897 shares; 2025Q4: 14,732 shares; 2026Q1: 16,109 shares; 2026Q2: 17,128 shares 17,128 $8.57M 0.37% +1,019 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,099 shares; 2024Q4: 6,807 shares; 2025Q1: 6,698 shares; 2025Q2: 7,807 shares; 2025Q3: 143,500 shares; 2025Q4: 152,844 shares; 2026Q1: 161,407 shares; 2026Q2: 138,516 shares 138,516 $8.51M 0.37% -22,891 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,713 shares; 2025Q4: 108,507 shares; 2026Q1: 112,407 shares; 2026Q2: 92,398 shares 92,398 $8.5M 0.37% -20,009 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,901 shares; 2024Q4: 53,429 shares; 2025Q1: 53,964 shares; 2025Q2: 56,506 shares; 2025Q3: 56,311 shares; 2025Q4: 55,921 shares; 2026Q1: 57,706 shares; 2026Q2: 58,833 shares 58,833 $8.42M 0.36% +1,127 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,796 shares; 2024Q4: 56,283 shares; 2025Q1: 56,944 shares; 2025Q2: 57,299 shares; 2025Q3: 58,670 shares; 2025Q4: 54,959 shares; 2026Q1: 54,042 shares; 2026Q2: 54,868 shares 54,868 $8.35M 0.36% +826 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,877 shares; 2024Q4: 46,930 shares; 2025Q1: 47,130 shares; 2025Q2: 186,511 shares; 2025Q3: 203,461 shares; 2025Q4: 221,639 shares; 2026Q1: 233,370 shares; 2026Q2: 240,118 shares 240,118 $8.31M 0.36% +6,748 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,751 shares; 2024Q4: 10,078 shares; 2025Q1: 14,257 shares; 2025Q2: 15,855 shares; 2025Q3: 17,001 shares; 2025Q4: 18,570 shares; 2026Q1: 19,984 shares; 2026Q2: 21,640 shares 21,640 $8.17M 0.35% +1,656 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,177 shares; 2024Q4: 136,347 shares; 2025Q1: 138,238 shares; 2025Q2: 142,016 shares; 2025Q3: 143,038 shares; 2025Q4: 141,506 shares; 2026Q1: 142,778 shares; 2026Q2: 142,402 shares 142,402 $8.05M 0.35% -376 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,431 shares; 2024Q4: 16,777 shares; 2025Q1: 18,399 shares; 2025Q2: 20,401 shares; 2025Q3: 19,717 shares; 2025Q4: 18,737 shares; 2026Q1: 18,681 shares; 2026Q2: 18,732 shares 18,732 $7.88M 0.34% +51 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,835 shares; 2024Q4: 7,928 shares; 2025Q1: 7,890 shares; 2025Q2: 8,265 shares; 2025Q3: 8,349 shares; 2025Q4: 7,916 shares; 2026Q1: 7,524 shares; 2026Q2: 7,865 shares 7,865 $7.69M 0.33% +341 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,666 shares; 2024Q4: 10,622 shares; 2025Q1: 10,779 shares; 2025Q2: 11,034 shares; 2025Q3: 11,460 shares; 2025Q4: 12,049 shares; 2026Q1: 12,949 shares; 2026Q2: 13,353 shares 13,353 $7.52M 0.32% +404 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146,696 shares 146,696 $7.49M 0.32% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,297 shares; 2024Q4: 9,722 shares; 2025Q1: 10,110 shares; 2025Q2: 13,597 shares; 2025Q3: 16,424 shares; 2025Q4: 17,001 shares; 2026Q1: 19,650 shares; 2026Q2: 19,639 shares 19,639 $7.23M 0.31% -11 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,892 shares; 2024Q4: 53,564 shares; 2025Q1: 53,767 shares; 2025Q2: 55,693 shares; 2025Q3: 57,747 shares; 2025Q4: 57,997 shares; 2026Q1: 60,463 shares; 2026Q2: 61,542 shares 61,542 $7.22M 0.31% +1,079 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,217 shares; 2024Q4: 20,620 shares; 2025Q1: 21,024 shares; 2025Q2: 22,233 shares; 2025Q3: 26,400 shares; 2025Q4: 49,582 shares; 2026Q1: 117,412 shares; 2026Q2: 146,405 shares 146,405 $7.21M 0.31% +28,993 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,741 shares; 2024Q4: 16,940 shares; 2025Q1: 17,937 shares; 2025Q2: 20,351 shares; 2025Q3: 20,569 shares; 2025Q4: 38,708 shares; 2026Q1: 36,173 shares; 2026Q2: 37,552 shares 37,552 $7.15M 0.31% +1,379 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,676 shares; 2024Q4: 4,343 shares; 2025Q1: 4,448 shares; 2025Q2: 4,703 shares; 2025Q3: 4,900 shares; 2025Q4: 5,022 shares; 2026Q1: 5,221 shares; 2026Q2: 5,253 shares 5,253 $7.15M 0.31% +32 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,137 shares; 2024Q4: 26,518 shares; 2025Q1: 26,951 shares; 2025Q2: 28,601 shares; 2025Q3: 29,888 shares; 2025Q4: 30,241 shares; 2026Q1: 31,146 shares; 2026Q2: 31,406 shares 31,406 $7.04M 0.3% +260 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,617 shares; 2024Q4: 85,966 shares; 2025Q1: 86,604 shares; 2025Q2: 85,916 shares; 2025Q3: 84,715 shares; 2025Q4: 83,396 shares; 2026Q1: 80,406 shares; 2026Q2: 78,847 shares 78,847 $7.03M 0.3% -1,559 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,583 shares; 2025Q2: 12,888 shares; 2025Q3: 39,717 shares; 2025Q4: 41,450 shares; 2026Q1: 42,601 shares; 2026Q2: 43,530 shares 43,530 $7.03M 0.3% +929 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,968 shares; 2024Q4: 132,656 shares; 2025Q1: 129,699 shares; 2025Q2: 124,796 shares; 2025Q3: 121,388 shares; 2025Q4: 119,055 shares; 2026Q1: 119,291 shares; 2026Q2: 120,105 shares 120,105 $6.93M 0.3% +814 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,918 shares; 2024Q4: 87,450 shares; 2025Q1: 87,156 shares; 2025Q2: 87,110 shares; 2025Q3: 87,981 shares; 2025Q4: 87,519 shares; 2026Q1: 87,172 shares; 2026Q2: 89,209 shares 89,209 $6.88M 0.3% +2,037 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,469 shares; 2024Q4: 22,307 shares; 2025Q1: 22,873 shares; 2025Q2: 24,149 shares; 2025Q3: 25,942 shares; 2025Q4: 26,422 shares; 2026Q1: 27,507 shares; 2026Q2: 31,048 shares 31,048 $6.85M 0.29% +3,541 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,311 shares; 2024Q4: 114,947 shares; 2025Q1: 121,847 shares; 2025Q2: 133,008 shares; 2025Q3: 140,202 shares; 2025Q4: 163,155 shares; 2026Q1: 194,334 shares; 2026Q2: 240,904 shares 240,904 $6.84M 0.29% +46,570 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,281 shares; 2024Q4: 128,266 shares; 2025Q1: 129,811 shares; 2025Q2: 131,922 shares; 2025Q3: 130,487 shares; 2025Q4: 123,804 shares; 2026Q1: 123,678 shares; 2026Q2: 122,475 shares 122,475 $6.83M 0.29% -1,203 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,664 shares; 2024Q4: 150,139 shares; 2025Q1: 151,240 shares; 2025Q2: 153,733 shares; 2025Q3: 153,109 shares; 2025Q4: 156,285 shares; 2026Q1: 157,505 shares; 2026Q2: 154,725 shares 154,725 $6.76M 0.29% -2,780 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,820 shares; 2024Q4: 16,187 shares; 2025Q1: 17,795 shares; 2025Q2: 19,766 shares; 2025Q3: 20,322 shares; 2025Q4: 21,309 shares; 2026Q1: 21,896 shares; 2026Q2: 22,144 shares 22,144 $6.68M 0.29% +248 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,418 shares; 2024Q4: 3,823 shares; 2025Q1: 4,142 shares; 2025Q2: 4,339 shares; 2025Q3: 5,348 shares; 2025Q4: 5,338 shares; 2026Q1: 5,213 shares; 2026Q2: 5,542 shares 5,542 $6.65M 0.29% +329 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,461 shares; 2024Q4: 47,741 shares; 2025Q1: 49,641 shares; 2025Q2: 51,153 shares; 2025Q3: 52,758 shares; 2025Q4: 55,347 shares; 2026Q1: 58,366 shares; 2026Q2: 59,870 shares 59,870 $6.62M 0.28% +1,504 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,431 shares; 2024Q4: 44,872 shares; 2025Q1: 47,574 shares; 2025Q2: 51,885 shares; 2025Q3: 52,906 shares; 2025Q4: 59,811 shares; 2026Q1: 70,003 shares; 2026Q2: 84,622 shares 84,622 $6.4M 0.28% +14,619 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,811 shares; 2024Q4: 18,765 shares; 2025Q1: 18,083 shares; 2025Q2: 18,848 shares; 2025Q3: 19,413 shares; 2025Q4: 19,688 shares; 2026Q1: 20,419 shares; 2026Q2: 20,611 shares 20,611 $6.25M 0.27% +192 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,136 shares 31,136 $6.23M 0.27% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,041 shares; 2024Q4: 65,972 shares; 2025Q1: 66,288 shares; 2025Q2: 65,506 shares; 2025Q3: 65,472 shares; 2025Q4: 65,960 shares; 2026Q1: 65,921 shares; 2026Q2: 65,659 shares 65,659 $6.13M 0.26% -262 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,773 shares; 2024Q4: 9,005 shares; 2025Q1: 9,425 shares; 2025Q2: 10,004 shares; 2025Q3: 10,322 shares; 2025Q4: 10,821 shares; 2026Q1: 11,472 shares; 2026Q2: 11,648 shares 11,648 $6.04M 0.26% +176 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,142 shares; 2024Q4: 4,685 shares; 2025Q1: 7,096 shares; 2025Q2: 9,015 shares; 2025Q3: 9,948 shares; 2025Q4: 22,985 shares; 2026Q1: 23,186 shares; 2026Q2: 23,870 shares 23,870 $6.02M 0.26% +684 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,296 shares; 2024Q4: 4,585 shares; 2025Q1: 5,171 shares; 2025Q2: 5,061 shares; 2025Q3: 5,568 shares; 2025Q4: 5,113 shares; 2026Q1: 5,708 shares; 2026Q2: 5,192 shares 5,192 $5.99M 0.26% -516 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,881 shares; 2025Q2: 19,252 shares; 2025Q3: 26,771 shares; 2025Q4: 33,444 shares; 2026Q1: 37,399 shares; 2026Q2: 42,947 shares 42,947 $5.72M 0.25% +5,548 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,047 shares; 2024Q4: 61,155 shares; 2025Q1: 59,899 shares; 2025Q2: 58,012 shares; 2025Q3: 56,974 shares; 2025Q4: 57,042 shares; 2026Q1: 56,853 shares; 2026Q2: 54,823 shares 54,823 $5.66M 0.24% -2,030 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,518 shares; 2024Q4: 9,658 shares; 2025Q1: 10,181 shares; 2025Q2: 10,714 shares; 2025Q3: 11,785 shares; 2025Q4: 13,782 shares; 2026Q1: 13,963 shares; 2026Q2: 15,063 shares 15,063 $5.63M 0.24% +1,100 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,515 shares; 2024Q4: 63,793 shares; 2025Q1: 66,516 shares; 2025Q2: 70,213 shares; 2025Q3: 71,392 shares; 2025Q4: 79,056 shares; 2026Q1: 92,098 shares; 2026Q2: 108,493 shares 108,493 $5.62M 0.24% +16,395 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,975 shares; 2024Q4: 47,424 shares; 2025Q1: 50,320 shares; 2025Q2: 54,124 shares; 2025Q3: 57,079 shares; 2025Q4: 60,309 shares; 2026Q1: 65,118 shares; 2026Q2: 66,904 shares 66,904 $5.53M 0.24% +1,786 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,494 shares; 2024Q4: 4,607 shares; 2025Q1: 4,518 shares; 2025Q2: 4,916 shares; 2025Q3: 4,963 shares; 2025Q4: 5,888 shares; 2026Q1: 5,761 shares; 2026Q2: 5,777 shares 5,777 $5.4M 0.23% +16 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,739 shares; 2024Q4: 22,892 shares; 2025Q1: 23,195 shares; 2025Q2: 23,675 shares; 2025Q3: 25,250 shares; 2025Q4: 30,012 shares; 2026Q1: 33,591 shares; 2026Q2: 32,371 shares 32,371 $5.37M 0.23% -1,220 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,824 shares; 2024Q4: 7,121 shares; 2025Q1: 7,294 shares; 2025Q2: 8,617 shares; 2025Q3: 9,333 shares; 2025Q4: 9,436 shares; 2026Q1: 10,400 shares; 2026Q2: 11,200 shares 11,200 $5.35M 0.23% +800 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,910 shares; 2024Q4: 42,397 shares; 2025Q1: 42,886 shares; 2025Q2: 43,307 shares; 2025Q3: 45,578 shares; 2025Q4: 47,466 shares; 2026Q1: 45,938 shares; 2026Q2: 43,702 shares 43,702 $5.13M 0.22% -2,236 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,468 shares; 2024Q4: 14,495 shares; 2025Q1: 13,880 shares; 2025Q2: 14,439 shares; 2025Q3: 14,774 shares; 2025Q4: 14,667 shares; 2026Q1: 15,138 shares; 2026Q2: 63,170 shares 63,170 $5.09M 0.22% +48,032 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,413 shares; 2024Q4: 6,785 shares; 2025Q1: 6,669 shares; 2025Q2: 6,757 shares; 2025Q3: 7,187 shares; 2025Q4: 6,651 shares; 2026Q1: 6,963 shares; 2026Q2: 7,267 shares 7,267 $4.99M 0.21% +304 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,893 shares; 2024Q4: 22,577 shares; 2025Q1: 22,446 shares; 2025Q2: 22,746 shares; 2025Q3: 22,431 shares; 2025Q4: 22,370 shares; 2026Q1: 21,960 shares; 2026Q2: 22,662 shares 22,662 $4.97M 0.21% +702 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 2,870 shares; 2025Q1: 3,687 shares; 2025Q2: 4,211 shares; 2025Q3: 3,970 shares; 2025Q4: 8,509 shares; 2026Q1: 8,849 shares; 2026Q2: 9,593 shares 9,593 $4.89M 0.21% +744 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,532 shares; 2024Q4: 11,585 shares; 2025Q1: 11,747 shares; 2025Q2: 12,661 shares; 2025Q3: 20,897 shares; 2025Q4: 29,640 shares; 2026Q1: 32,255 shares; 2026Q2: 33,135 shares 33,135 $4.69M 0.2% +880 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,664 shares; 2024Q4: 36,996 shares; 2025Q1: 88,378 shares; 2025Q2: 91,964 shares; 2025Q3: 91,714 shares; 2025Q4: 92,426 shares; 2026Q1: 100,841 shares; 2026Q2: 100,861 shares 100,861 $4.61M 0.2% +20 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,909 shares; 2024Q4: 49,900 shares; 2025Q1: 51,007 shares; 2025Q2: 82,056 shares; 2025Q3: 101,685 shares; 2025Q4: 98,620 shares; 2026Q1: 89,793 shares; 2026Q2: 84,569 shares 84,569 $4.52M 0.19% -5,224 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,425 shares; 2025Q1: 8,943 shares; 2025Q2: 10,095 shares; 2025Q3: 10,865 shares; 2025Q4: 11,322 shares; 2026Q1: 11,678 shares; 2026Q2: 10,403 shares 10,403 $4.49M 0.19% -1,275 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,164 shares; 2025Q3: 80,170 shares; 2025Q4: 84,610 shares; 2026Q1: 86,342 shares; 2026Q2: 87,218 shares 87,218 $4.42M 0.19% +876 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,519 shares; 2024Q4: 12,259 shares; 2025Q1: 12,784 shares; 2025Q2: 12,861 shares; 2025Q3: 13,094 shares; 2025Q4: 12,745 shares; 2026Q1: 12,560 shares; 2026Q2: 12,809 shares 12,809 $4.39M 0.19% +249 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,412 shares; 2024Q4: 52,344 shares; 2025Q1: 53,841 shares; 2025Q2: 54,576 shares; 2025Q3: 54,965 shares; 2025Q4: 57,833 shares; 2026Q1: 60,753 shares; 2026Q2: 60,834 shares 60,834 $4.38M 0.19% +81 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,446 shares; 2024Q4: 11,629 shares; 2025Q1: 11,432 shares; 2025Q2: 11,339 shares; 2025Q3: 11,538 shares; 2025Q4: 11,326 shares; 2026Q1: 11,290 shares; 2026Q2: 11,557 shares 11,557 $4.23M 0.18% +267 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,326 shares; 2024Q4: 7,047 shares; 2025Q1: 7,283 shares; 2025Q2: 7,946 shares; 2025Q3: 8,813 shares; 2025Q4: 12,504 shares; 2026Q1: 13,460 shares; 2026Q2: 14,027 shares 14,027 $4.19M 0.18% +567 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,289 shares; 2024Q4: 2,244 shares; 2025Q1: 2,523 shares; 2025Q2: 2,601 shares; 2025Q3: 3,027 shares; 2025Q4: 3,188 shares; 2026Q1: 3,390 shares; 2026Q2: 3,462 shares 3,462 $4.07M 0.17% +72 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,832 shares; 2024Q4: 48,748 shares; 2025Q1: 47,999 shares; 2025Q2: 50,513 shares; 2025Q3: 51,826 shares; 2025Q4: 53,234 shares; 2026Q1: 55,821 shares; 2026Q2: 56,725 shares 56,725 $4.04M 0.17% +904 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161,966 shares; 2025Q4: 157,098 shares; 2026Q1: 153,880 shares; 2026Q2: 133,281 shares 133,281 $4.03M 0.17% -20,599 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,985 shares; 2024Q4: 104,135 shares; 2025Q1: 94,459 shares; 2025Q2: 93,571 shares; 2025Q3: 92,677 shares; 2025Q4: 89,104 shares; 2026Q1: 86,630 shares; 2026Q2: 83,362 shares 83,362 $4.02M 0.17% -3,268 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,957 shares; 2024Q4: 14,685 shares; 2025Q1: 15,496 shares; 2025Q2: 13,413 shares; 2025Q3: 13,234 shares; 2025Q4: 15,545 shares; 2026Q1: 16,480 shares; 2026Q2: 18,476 shares 18,476 $4M 0.17% +1,996 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,656 shares; 2024Q4: 6,915 shares; 2025Q1: 6,842 shares; 2025Q2: 6,349 shares; 2025Q3: 6,186 shares; 2025Q4: 10,747 shares; 2026Q1: 11,108 shares; 2026Q2: 11,140 shares 11,140 $3.93M 0.17% +32 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,348 shares; 2025Q1: 5,931 shares; 2025Q2: 5,974 shares; 2025Q3: 7,728 shares; 2025Q4: 7,428 shares; 2026Q1: 14,505 shares; 2026Q2: 13,091 shares 13,091 $3.9M 0.17% -1,414 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; 2024Q3: 32,782 shares; 2024Q4: 34,182 shares; 2025Q1: 34,182 shares; 2025Q2: 34,122 shares; 2025Q3: 36,498 shares; 2025Q4: 62,020 shares; 2026Q1: 74,269 shares; 2026Q2: 81,774 shares 81,774 $3.86M 0.17% +7,505 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,379 shares; 2024Q4: 67,695 shares; 2025Q1: 68,962 shares; 2025Q2: 67,998 shares; 2025Q3: 68,515 shares; 2025Q4: 68,368 shares; 2026Q1: 69,845 shares; 2026Q2: 81,828 shares 81,828 $3.85M 0.17% +11,983 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,863 shares; 2024Q4: 26,730 shares; 2025Q1: 26,515 shares; 2025Q2: 26,586 shares; 2025Q3: 26,139 shares; 2025Q4: 25,971 shares; 2026Q1: 25,887 shares; 2026Q2: 25,619 shares 25,619 $3.8M 0.16% -268 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,263 shares; 2024Q4: 43,473 shares; 2025Q1: 43,866 shares; 2025Q2: 45,711 shares; 2025Q3: 49,806 shares; 2025Q4: 55,877 shares; 2026Q1: 60,464 shares; 2026Q2: 62,882 shares 62,882 $3.75M 0.16% +2,418 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,431 shares; 2024Q4: 61,274 shares; 2025Q1: 64,936 shares; 2025Q2: 63,943 shares; 2025Q3: 63,413 shares; 2025Q4: 64,535 shares; 2026Q1: 64,718 shares; 2026Q2: 61,650 shares 61,650 $3.75M 0.16% -3,068 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,556 shares; 2024Q4: 62,921 shares; 2025Q1: 62,654 shares; 2025Q2: 63,383 shares; 2025Q3: 64,754 shares; 2025Q4: 64,225 shares; 2026Q1: 64,029 shares; 2026Q2: 64,609 shares 64,609 $3.68M 0.16% +580 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,698 shares; 2024Q4: 13,014 shares; 2025Q1: 12,832 shares; 2025Q2: 12,904 shares; 2025Q3: 13,533 shares; 2025Q4: 13,611 shares; 2026Q1: 15,104 shares; 2026Q2: 14,618 shares 14,618 $3.68M 0.16% -486 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,326 shares; 2024Q4: 89,948 shares; 2025Q1: 82,994 shares; 2025Q2: 82,305 shares; 2025Q3: 91,677 shares; 2025Q4: 93,044 shares; 2026Q1: 45,585 shares; 2026Q2: 46,807 shares 46,807 $3.66M 0.16% +1,222 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 10,368 shares; 2025Q2: 12,423 shares; 2025Q3: 14,838 shares; 2025Q4: 15,648 shares; 2026Q1: 18,122 shares; 2026Q2: 19,069 shares 19,069 $3.66M 0.16% +947 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,358 shares; 2024Q4: 37,385 shares; 2025Q1: 37,385 shares; 2025Q2: 37,412 shares; 2025Q3: 37,408 shares; 2025Q4: 37,436 shares; 2026Q1: 38,102 shares; 2026Q2: 38,164 shares 38,164 $3.64M 0.16% +62 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,160 shares; 2024Q4: 2,377 shares; 2025Q1: 3,618 shares; 2025Q2: 4,163 shares; 2025Q3: 9,290 shares; 2025Q4: 10,477 shares; 2026Q1: 11,456 shares; 2026Q2: 12,776 shares 12,776 $3.63M 0.16% +1,320 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,114 shares; 2026Q2: 24,413 shares 24,413 $3.62M 0.16% +6,299 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,756 shares; 2024Q4: 74,067 shares; 2025Q1: 74,504 shares; 2025Q2: 83,174 shares; 2025Q3: 80,132 shares; 2025Q4: 81,032 shares; 2026Q1: 78,104 shares; 2026Q2: 73,438 shares 73,438 $3.56M 0.15% -4,666 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,829 shares; 2024Q4: 166,697 shares; 2025Q1: 163,645 shares; 2025Q2: 165,716 shares; 2025Q3: 165,262 shares; 2025Q4: 170,868 shares; 2026Q1: 175,734 shares; 2026Q2: 169,995 shares 169,995 $3.52M 0.15% -5,739 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,621 shares; 2025Q3: 22,170 shares; 2025Q4: 25,079 shares; 2026Q1: 29,570 shares; 2026Q2: 35,301 shares 35,301 $3.48M 0.15% +5,731 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,996 shares; 2024Q4: 70,918 shares; 2025Q1: 73,681 shares; 2025Q2: 74,494 shares; 2025Q3: 72,253 shares; 2025Q4: 68,868 shares; 2026Q1: 62,152 shares; 2026Q2: 63,802 shares 63,802 $3.42M 0.15% +1,650 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,202 shares; 2024Q4: 58,283 shares; 2025Q1: 59,751 shares; 2025Q2: 63,828 shares; 2025Q3: 64,047 shares; 2025Q4: 67,331 shares; 2026Q1: 68,381 shares; 2026Q2: 71,356 shares 71,356 $3.4M 0.15% +2,975 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,636 shares; 2024Q4: 14,320 shares; 2025Q1: 14,111 shares; 2025Q2: 15,722 shares; 2025Q3: 17,272 shares; 2025Q4: 31,847 shares; 2026Q1: 37,963 shares; 2026Q2: 43,031 shares 43,031 $3.35M 0.14% +5,068 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,073 shares; 2024Q4: 66,042 shares; 2025Q1: 67,231 shares; 2025Q2: 66,896 shares; 2025Q3: 67,949 shares; 2025Q4: 65,960 shares; 2026Q1: 67,066 shares; 2026Q2: 65,977 shares 65,977 $3.34M 0.14% -1,089 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,225 shares; 2024Q4: 41,660 shares; 2025Q1: 44,813 shares; 2025Q2: 47,387 shares; 2025Q3: 48,164 shares; 2025Q4: 51,369 shares; 2026Q1: 52,045 shares; 2026Q2: 54,542 shares 54,542 $3.29M 0.14% +2,497 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,790 shares; 2024Q4: 49,256 shares; 2025Q1: 55,006 shares; 2025Q2: 56,392 shares; 2025Q3: 51,486 shares; 2025Q4: 53,185 shares; 2026Q1: 54,424 shares; 2026Q2: 52,951 shares 52,951 $3.29M 0.14% -1,473 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,557 shares; 2024Q4: 62,793 shares; 2025Q1: 63,287 shares; 2025Q2: 59,755 shares; 2025Q3: 56,547 shares; 2025Q4: 56,220 shares; 2026Q1: 54,840 shares; 2026Q2: 54,632 shares 54,632 $3.26M 0.14% -208 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,863 shares; 2024Q4: 5,876 shares; 2025Q1: 5,876 shares; 2025Q2: 5,954 shares; 2025Q3: 5,917 shares; 2025Q4: 5,860 shares; 2026Q1: 6,461 shares; 2026Q2: 25,738 shares 25,738 $3.2M 0.14% +19,277 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,649 shares; 2024Q4: 2,778 shares; 2025Q1: 2,938 shares; 2025Q2: 3,210 shares; 2025Q3: 3,358 shares; 2025Q4: 40,174 shares; 2026Q1: 43,848 shares; 2026Q2: 44,611 shares 44,611 $3.19M 0.14% +763 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,249 shares; 2025Q4: 50,918 shares; 2026Q1: 117,385 shares; 2026Q2: 121,148 shares 121,148 $3.13M 0.13% +3,763 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,367 shares; 2024Q4: 26,460 shares; 2025Q1: 26,544 shares; 2025Q2: 24,296 shares; 2025Q3: 24,236 shares; 2025Q4: 28,871 shares; 2026Q1: 27,646 shares; 2026Q2: 27,382 shares 27,382 $3.1M 0.13% -264 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,810 shares; 2024Q4: 20,538 shares; 2025Q1: 24,226 shares; 2025Q2: 24,375 shares; 2025Q3: 24,378 shares; 2025Q4: 25,719 shares; 2026Q1: 26,962 shares; 2026Q2: 29,283 shares 29,283 $3.04M 0.13% +2,321 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,352 shares; 2024Q4: 3,306 shares; 2025Q1: 3,565 shares; 2025Q2: 3,714 shares; 2025Q3: 4,052 shares; 2025Q4: 4,125 shares; 2026Q1: 4,104 shares; 2026Q2: 4,268 shares 4,268 $3.04M 0.13% +164 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,013 shares; 2024Q4: 9,510 shares; 2025Q1: 9,413 shares; 2025Q2: 10,325 shares; 2025Q3: 10,130 shares; 2025Q4: 11,412 shares; 2026Q1: 11,514 shares; 2026Q2: 11,231 shares 11,231 $3.04M 0.13% -283 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,703 shares; 2024Q4: 12,450 shares; 2025Q1: 12,457 shares; 2025Q2: 11,468 shares; 2025Q3: 11,489 shares; 2025Q4: 11,850 shares; 2026Q1: 11,867 shares; 2026Q2: 10,662 shares 10,662 $3M 0.13% -1,205 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,105 shares; 2024Q4: 3,631 shares; 2025Q1: 3,652 shares; 2025Q2: 3,794 shares; 2025Q3: 3,918 shares; 2025Q4: 4,070 shares; 2026Q1: 3,811 shares; 2026Q2: 4,142 shares 4,142 $2.99M 0.13% +331 Timeline CGMU 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,648 shares; 2025Q2: 16,619 shares; 2025Q3: 36,632 shares; 2025Q4: 64,079 shares; 2026Q1: 76,876 shares; 2026Q2: 108,489 shares 108,489 $2.98M 0.13% +31,613 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,281 shares; 2024Q4: 22,102 shares; 2025Q1: 21,737 shares; 2025Q2: 22,577 shares; 2025Q3: 22,710 shares; 2025Q4: 22,616 shares; 2026Q1: 22,082 shares; 2026Q2: 22,273 shares 22,273 $2.86M 0.12% +191 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,775 shares; 2024Q4: 6,163 shares; 2025Q1: 6,351 shares; 2025Q2: 6,644 shares; 2025Q3: 6,982 shares; 2025Q4: 7,456 shares; 2026Q1: 7,673 shares; 2026Q2: 8,056 shares 8,056 $2.85M 0.12% +383 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,886 shares; 2024Q4: 41,261 shares; 2025Q1: 51,341 shares; 2025Q2: 52,166 shares; 2025Q3: 53,102 shares; 2025Q4: 57,467 shares; 2026Q1: 65,521 shares; 2026Q2: 75,327 shares 75,327 $2.75M 0.12% +9,806 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,903 shares; 2024Q4: 12,167 shares; 2025Q1: 12,946 shares; 2025Q2: 15,232 shares; 2025Q3: 15,241 shares; 2025Q4: 15,398 shares; 2026Q1: 15,166 shares; 2026Q2: 15,192 shares 15,192 $2.75M 0.12% +26 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,069 shares; 2024Q4: 3,729 shares; 2025Q1: 3,904 shares; 2025Q2: 3,902 shares; 2025Q3: 4,102 shares; 2025Q4: 5,481 shares; 2026Q1: 6,004 shares; 2026Q2: 6,927 shares 6,927 $2.73M 0.12% +923 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,333 shares; 2024Q4: 19,193 shares; 2025Q1: 20,976 shares; 2025Q2: 22,897 shares; 2025Q3: 22,651 shares; 2025Q4: 27,487 shares; 2026Q1: 29,620 shares; 2026Q2: 31,040 shares 31,040 $2.72M 0.12% +1,420 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,912 shares; 2024Q4: 82,391 shares; 2025Q1: 88,983 shares; 2025Q2: 96,584 shares; 2025Q3: 99,379 shares; 2025Q4: 106,372 shares; 2026Q1: 109,250 shares; 2026Q2: 112,180 shares 112,180 $2.7M 0.12% +2,930 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,897 shares; 2024Q4: 42,600 shares; 2025Q1: 39,386 shares; 2025Q2: 38,268 shares; 2025Q3: 37,158 shares; 2025Q4: 35,591 shares; 2026Q1: 25,910 shares; 2026Q2: 19,306 shares 19,306 $2.7M 0.12% -6,604 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,729 shares; 2024Q4: 17,697 shares; 2025Q1: 18,072 shares; 2025Q2: 21,109 shares; 2025Q3: 21,223 shares; 2025Q4: 21,247 shares; 2026Q1: 24,365 shares; 2026Q2: 24,323 shares 24,323 $2.68M 0.12% -42 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,517 shares; 2024Q4: 51,695 shares; 2025Q1: 62,816 shares; 2025Q2: 63,678 shares; 2025Q3: 73,495 shares; 2025Q4: 75,558 shares; 2026Q1: 70,987 shares; 2026Q2: 51,934 shares 51,934 $2.63M 0.11% -19,053 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,721 shares; 2024Q4: 7,729 shares; 2025Q1: 7,731 shares; 2025Q2: 7,974 shares; 2025Q3: 8,174 shares; 2025Q4: 8,627 shares; 2026Q1: 10,217 shares; 2026Q2: 10,827 shares 10,827 $2.62M 0.11% +610 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,914 shares; 2024Q4: 13,424 shares; 2025Q1: 20,586 shares; 2025Q2: 28,376 shares; 2025Q3: 31,290 shares; 2025Q4: 36,376 shares; 2026Q1: 39,410 shares; 2026Q2: 44,530 shares 44,530 $2.62M 0.11% +5,120 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,243 shares; 2024Q4: 24,008 shares; 2025Q1: 23,562 shares; 2025Q2: 20,437 shares; 2025Q3: 20,364 shares; 2025Q4: 20,259 shares; 2026Q1: 18,584 shares; 2026Q2: 18,416 shares 18,416 $2.62M 0.11% -168 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,506 shares; 2024Q4: 77,618 shares; 2025Q1: 76,128 shares; 2025Q2: 71,901 shares; 2025Q3: 73,818 shares; 2025Q4: 75,115 shares; 2026Q1: 75,134 shares; 2026Q2: 76,405 shares 76,405 $2.59M 0.11% +1,271 Timeline EVTR 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,490 shares; 2025Q2: 28,282 shares; 2025Q3: 43,435 shares; 2025Q4: 45,505 shares; 2026Q1: 50,605 shares; 2026Q2: 50,765 shares 50,765 $2.57M 0.11% +160 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,745 shares; 2024Q4: 20,040 shares; 2025Q1: 19,994 shares; 2025Q2: 20,297 shares; 2025Q3: 20,300 shares; 2025Q4: 19,468 shares; 2026Q1: 18,422 shares; 2026Q2: 18,502 shares 18,502 $2.54M 0.11% +80 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,810 shares; 2024Q4: 8,746 shares; 2025Q1: 8,584 shares; 2025Q2: 8,329 shares; 2025Q3: 8,492 shares; 2025Q4: 8,416 shares; 2026Q1: 8,390 shares; 2026Q2: 16,050 shares 16,050 $2.54M 0.11% +7,660 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,351 shares; 2024Q4: 4,434 shares; 2025Q1: 4,533 shares; 2025Q2: 5,029 shares; 2025Q3: 4,831 shares; 2025Q4: 4,779 shares; 2026Q1: 4,939 shares; 2026Q2: 4,928 shares 4,928 $2.53M 0.11% -11 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,098 shares; 2024Q4: 3,210 shares; 2025Q1: 3,390 shares; 2025Q2: 3,429 shares; 2025Q3: 3,359 shares; 2025Q4: 3,347 shares; 2026Q1: 3,977 shares; 2026Q2: 3,960 shares 3,960 $2.51M 0.11% -17 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,487 shares; 2024Q4: 8,485 shares; 2025Q1: 10,348 shares; 2025Q2: 11,660 shares; 2025Q3: 12,064 shares; 2025Q4: 15,537 shares; 2026Q1: 16,532 shares; 2026Q2: 17,094 shares 17,094 $2.51M 0.11% +562 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,862 shares; 2024Q4: 13,589 shares; 2025Q1: 11,892 shares; 2025Q2: 12,693 shares; 2025Q3: 13,692 shares; 2025Q4: 14,787 shares; 2026Q1: 16,352 shares; 2026Q2: 18,493 shares 18,493 $2.5M 0.11% +2,141 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 9,450 shares; 2026Q1: 49,448 shares; 2026Q2: 55,202 shares 55,202 $2.48M 0.11% +5,754 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,172 shares; 2024Q4: 20,515 shares; 2025Q1: 20,938 shares; 2025Q2: 21,654 shares; 2025Q3: 21,507 shares; 2025Q4: 44,370 shares; 2026Q1: 45,024 shares; 2026Q2: 45,939 shares 45,939 $2.44M 0.1% +915 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,004 shares; 2024Q4: 4,188 shares; 2025Q1: 4,163 shares; 2025Q2: 4,173 shares; 2025Q3: 4,187 shares; 2025Q4: 4,483 shares; 2026Q1: 7,096 shares; 2026Q2: 7,111 shares 7,111 $2.42M 0.1% +15 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023 shares; 2024Q4: 2,170 shares; 2025Q1: 2,455 shares; 2025Q2: 2,455 shares; 2025Q3: 2,369 shares; 2025Q4: 2,638 shares; 2026Q1: 6,849 shares; 2026Q2: 7,059 shares 7,059 $2.41M 0.1% +210 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,081 shares; 2024Q4: 10,006 shares; 2025Q1: 10,044 shares; 2025Q2: 10,696 shares; 2025Q3: 10,306 shares; 2025Q4: 10,393 shares; 2026Q1: 21,294 shares; 2026Q2: 17,178 shares 17,178 $2.4M 0.1% -4,116 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,638 shares; 2024Q4: 14,074 shares; 2025Q1: 14,298 shares; 2025Q2: 14,550 shares; 2025Q3: 14,938 shares; 2025Q4: 15,975 shares; 2026Q1: 16,505 shares; 2026Q2: 18,986 shares 18,986 $2.4M 0.1% +2,481 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,689 shares; 2025Q1: 3,032 shares; 2025Q2: 3,493 shares; 2025Q3: 12,419 shares; 2025Q4: 15,258 shares; 2026Q1: 18,706 shares; 2026Q2: 20,698 shares 20,698 $2.4M 0.1% +1,992 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,048 shares; 2024Q4: 29,956 shares; 2025Q1: 34,857 shares; 2025Q2: 38,436 shares; 2025Q3: 40,874 shares; 2025Q4: 41,972 shares; 2026Q1: 56,502 shares; 2026Q2: 56,402 shares 56,402 $2.39M 0.1% -100 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,768 shares; 2024Q4: 3,741 shares; 2025Q1: 3,742 shares; 2025Q2: 3,280 shares; 2025Q3: 3,042 shares; 2025Q4: 2,787 shares; 2026Q1: 2,484 shares; 2026Q2: 19,935 shares 19,935 $2.38M 0.1% +17,451 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,825 shares; 2024Q4: 27,024 shares; 2025Q1: 25,472 shares; 2025Q2: 25,392 shares; 2025Q3: 25,596 shares; 2025Q4: 25,176 shares; 2026Q1: 20,107 shares; 2026Q2: 22,044 shares 22,044 $2.37M 0.1% +1,937 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; 2024Q3: 7,664 shares; 2024Q4: 7,842 shares; 2025Q1: 7,903 shares; 2025Q2: 8,163 shares; 2025Q3: 8,654 shares; 2025Q4: 17,532 shares; 2026Q1: 17,469 shares; 2026Q2: 17,970 shares 17,970 $2.36M 0.1% +501 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: 1,863 shares; 2025Q1: 1,984 shares; 2025Q2: 2,138 shares; 2025Q3: 2,434 shares; 2025Q4: 2,632 shares; 2026Q1: 3,268 shares; 2026Q2: 3,079 shares 3,079 $2.35M 0.1% -189 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,782 shares; 2024Q4: 109,978 shares; 2025Q1: 124,727 shares; 2025Q2: 128,358 shares; 2025Q3: 129,777 shares; 2025Q4: 134,527 shares; 2026Q1: 136,858 shares; 2026Q2: 141,404 shares 141,404 $2.34M 0.1% +4,546 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,865 shares; 2024Q4: 31,546 shares; 2025Q1: 29,253 shares; 2025Q2: 29,193 shares; 2025Q3: 28,800 shares; 2025Q4: 27,857 shares; 2026Q1: 27,737 shares; 2026Q2: 24,833 shares 24,833 $2.33M 0.1% -2,904 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,330 shares; 2024Q4: 35,049 shares; 2025Q1: 35,257 shares; 2025Q2: 35,957 shares; 2025Q3: 36,401 shares; 2025Q4: 39,198 shares; 2026Q1: 38,787 shares; 2026Q2: 40,617 shares 40,617 $2.33M 0.1% +1,830 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,658 shares; 2024Q4: 19,544 shares; 2025Q1: 19,178 shares; 2025Q2: 16,170 shares; 2025Q3: 16,132 shares; 2025Q4: 16,066 shares; 2026Q1: 14,916 shares; 2026Q2: 14,790 shares 14,790 $2.28M 0.1% -126 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,373 shares; 2024Q4: 20,213 shares; 2025Q1: 19,827 shares; 2025Q2: 17,954 shares; 2025Q3: 17,931 shares; 2025Q4: 17,898 shares; 2026Q1: 17,094 shares; 2026Q2: 17,001 shares 17,001 $2.25M 0.1% -93 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,372 shares; 2024Q4: 9,436 shares; 2025Q1: 12,535 shares; 2025Q2: 15,888 shares; 2025Q3: 17,139 shares; 2025Q4: 18,644 shares; 2026Q1: 19,267 shares; 2026Q2: 20,428 shares 20,428 $2.24M 0.1% +1,161 Timeline KF KOREA FD INC More: the full row for KOREA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,990 shares; 2025Q3: 25,485 shares; 2025Q4: 27,870 shares; 2026Q1: 29,183 shares; 2026Q2: 29,628 shares 29,628 $2.23M 0.1% +445 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,260 shares; 2024Q4: 48,252 shares; 2025Q1: 48,252 shares; 2025Q2: 48,237 shares; 2025Q3: 48,237 shares; 2025Q4: 48,237 shares; 2026Q1: 48,237 shares; 2026Q2: 48,237 shares 48,237 $2.21M 0.09% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 656 shares; 2025Q4: 700 shares; 2026Q1: 976 shares; 2026Q2: 1,109 shares 1,109 $2.21M 0.09% +133 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,126 shares; 2024Q4: 37,333 shares; 2025Q1: 55,819 shares; 2025Q2: 60,020 shares; 2025Q3: 71,860 shares; 2025Q4: 89,379 shares; 2026Q1: 93,505 shares; 2026Q2: 95,165 shares 95,165 $2.16M 0.09% +1,660 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,228 shares; 2025Q3: 12,512 shares; 2025Q4: 28,926 shares; 2026Q1: 36,846 shares; 2026Q2: 39,688 shares 39,688 $2.14M 0.09% +2,842 Timeline CGCP 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; 2024Q3: 108,074 shares; 2024Q4: 107,527 shares; 2025Q1: 104,408 shares; 2025Q2: 94,754 shares; 2025Q3: 93,512 shares; 2025Q4: 99,295 shares; 2026Q1: 92,172 shares; 2026Q2: 95,147 shares 95,147 $2.12M 0.09% +2,975 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,302 shares 12,302 $2.1M 0.09% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,541 shares; 2024Q4: 61,126 shares; 2025Q1: 58,801 shares; 2025Q2: 48,321 shares; 2025Q3: 46,846 shares; 2025Q4: 47,079 shares; 2026Q1: 46,465 shares; 2026Q2: 44,765 shares 44,765 $2.1M 0.09% -1,700 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,619 shares; 2024Q4: 20,020 shares; 2025Q1: 20,535 shares; 2025Q2: 20,635 shares; 2025Q3: 21,650 shares; 2025Q4: 22,980 shares; 2026Q1: 24,020 shares; 2026Q2: 24,135 shares 24,135 $2.1M 0.09% +115 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,646 shares; 2024Q4: 16,704 shares; 2025Q1: 16,831 shares; 2025Q2: 16,449 shares; 2025Q3: 16,139 shares; 2025Q4: 15,514 shares; 2026Q1: 9,693 shares; 2026Q2: 11,310 shares 11,310 $2.09M 0.09% +1,617 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,856 shares; 2024Q4: 7,829 shares; 2025Q1: 8,010 shares; 2025Q2: 8,002 shares; 2025Q3: 8,063 shares; 2025Q4: 8,404 shares; 2026Q1: 8,780 shares; 2026Q2: 9,154 shares 9,154 $2.02M 0.09% +374 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,604 shares; 2024Q4: 19,589 shares; 2025Q1: 19,252 shares; 2025Q2: 20,327 shares; 2025Q3: 20,372 shares; 2025Q4: 21,344 shares; 2026Q1: 21,012 shares; 2026Q2: 20,984 shares 20,984 $2.02M 0.09% -28 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,378 shares; 2024Q4: 25,874 shares; 2025Q1: 25,884 shares; 2025Q2: 30,378 shares; 2025Q3: 32,230 shares; 2025Q4: 34,119 shares; 2026Q1: 34,219 shares; 2026Q2: 34,656 shares 34,656 $2M 0.09% +437 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 817 shares; 2024Q4: 935 shares; 2025Q1: 1,434 shares; 2025Q2: 1,460 shares; 2025Q3: 1,434 shares; 2025Q4: 1,427 shares; 2026Q1: 1,940 shares; 2026Q2: 1,971 shares 1,971 $1.99M 0.09% +31 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,600 shares; 2024Q4: 33,683 shares; 2025Q1: 38,665 shares; 2025Q2: 38,395 shares; 2025Q3: 36,872 shares; 2025Q4: 35,962 shares; 2026Q1: 35,538 shares; 2026Q2: 35,626 shares 35,626 $1.99M 0.09% +88 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,878 shares; 2024Q4: 12,618 shares; 2025Q1: 15,688 shares; 2025Q2: 15,909 shares; 2025Q3: 16,125 shares; 2025Q4: 17,713 shares; 2026Q1: 19,105 shares; 2026Q2: 21,988 shares 21,988 $1.98M 0.08% +2,883 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,986 shares; 2024Q4: 50,379 shares; 2025Q1: 49,999 shares; 2025Q2: 47,718 shares; 2025Q3: 49,208 shares; 2025Q4: 54,989 shares; 2026Q1: 55,778 shares; 2026Q2: 56,631 shares 56,631 $1.97M 0.08% +853 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,699 shares; 2025Q2: 43,220 shares; 2025Q3: 52,649 shares; 2025Q4: 66,809 shares; 2026Q1: 77,186 shares; 2026Q2: 88,402 shares 88,402 $1.95M 0.08% +11,216 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,644 shares; 2024Q4: 37,385 shares; 2025Q1: 41,902 shares; 2025Q2: 42,278 shares; 2025Q3: 43,556 shares; 2025Q4: 44,021 shares; 2026Q1: 43,369 shares; 2026Q2: 44,654 shares 44,654 $1.93M 0.08% +1,285 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,173 shares; 2024Q4: 8,662 shares; 2025Q1: 12,472 shares; 2025Q2: 13,288 shares; 2025Q3: 13,412 shares; 2025Q4: 15,225 shares; 2026Q1: 16,089 shares; 2026Q2: 16,721 shares 16,721 $1.92M 0.08% +632 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,327 shares; 2025Q1: 8,366 shares; 2025Q2: 11,110 shares; 2025Q3: 11,654 shares; 2025Q4: 11,751 shares; 2026Q1: 14,297 shares; 2026Q2: 16,327 shares 16,327 $1.9M 0.08% +2,030 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,641 shares; 2026Q2: 66,741 shares 66,741 $1.9M 0.08% +5,100 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,071 shares; 2024Q4: 40,196 shares; 2025Q1: 41,166 shares; 2025Q2: 38,860 shares; 2025Q3: 38,965 shares; 2025Q4: 39,658 shares; 2026Q1: 39,283 shares; 2026Q2: 37,453 shares 37,453 $1.89M 0.08% -1,830 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,156 shares; 2025Q3: 39,781 shares; 2025Q4: 72,331 shares; 2026Q1: 82,956 shares; 2026Q2: 96,156 shares 96,156 $1.88M 0.08% +13,200 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,710 shares; 2024Q4: 8,836 shares; 2025Q1: 9,040 shares; 2025Q2: 10,208 shares; 2025Q3: 10,586 shares; 2025Q4: 10,230 shares; 2026Q1: 9,508 shares; 2026Q2: 9,368 shares 9,368 $1.85M 0.08% -140 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,696 shares; 2025Q4: 19,966 shares; 2026Q1: 19,454 shares; 2026Q2: 17,879 shares 17,879 $1.84M 0.08% -1,575 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,185 shares; 2024Q4: 17,091 shares; 2025Q1: 16,305 shares; 2025Q2: 16,291 shares; 2025Q3: 16,665 shares; 2025Q4: 16,961 shares; 2026Q1: 18,285 shares; 2026Q2: 20,281 shares 20,281 $1.84M 0.08% +1,996 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,164 shares; 2024Q4: 10,016 shares; 2025Q1: 12,454 shares; 2025Q2: 14,814 shares; 2025Q3: 16,225 shares; 2025Q4: 17,056 shares; 2026Q1: 16,932 shares; 2026Q2: 17,082 shares 17,082 $1.84M 0.08% +150 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,282 shares; 2024Q4: 11,895 shares; 2025Q1: 12,415 shares; 2025Q2: 13,453 shares; 2025Q3: 14,212 shares; 2025Q4: 12,808 shares; 2026Q1: 13,160 shares; 2026Q2: 14,604 shares 14,604 $1.82M 0.08% +1,444 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,311 shares; 2025Q3: 39,530 shares; 2025Q4: 40,111 shares; 2026Q1: 40,745 shares; 2026Q2: 41,624 shares 41,624 $1.81M 0.08% +879 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,355 shares; 2024Q4: 32,073 shares; 2025Q1: 31,339 shares; 2025Q2: 31,310 shares; 2025Q3: 31,745 shares; 2025Q4: 43,313 shares; 2026Q1: 43,485 shares; 2026Q2: 56,686 shares 56,686 $1.8M 0.08% +13,201 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,266 shares; 2025Q1: 54,798 shares; 2025Q2: 58,267 shares; 2025Q3: 65,506 shares; 2025Q4: 68,125 shares; 2026Q1: 70,988 shares; 2026Q2: 75,529 shares 75,529 $1.79M 0.08% +4,541 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; 2024Q3: 8,472 shares; 2024Q4: not reported; 2025Q1: 10,379 shares; 2025Q2: 14,297 shares; 2025Q3: 16,658 shares; 2025Q4: 19,438 shares; 2026Q1: 21,887 shares; 2026Q2: 24,005 shares 24,005 $1.77M 0.08% +2,118 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,690 shares; 2024Q4: 44,235 shares; 2025Q1: 45,202 shares; 2025Q2: 45,904 shares; 2025Q3: 49,667 shares; 2025Q4: 53,642 shares; 2026Q1: 59,432 shares; 2026Q2: 60,545 shares 60,545 $1.77M 0.08% +1,113 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,297 shares; 2024Q4: 6,717 shares; 2025Q1: 6,737 shares; 2025Q2: 7,447 shares; 2025Q3: 8,056 shares; 2025Q4: 10,394 shares; 2026Q1: 11,586 shares; 2026Q2: 11,768 shares 11,768 $1.77M 0.08% +182 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,208 shares; 2024Q4: 16,440 shares; 2025Q1: 16,765 shares; 2025Q2: 16,526 shares; 2025Q3: 17,591 shares; 2025Q4: 18,191 shares; 2026Q1: 18,169 shares; 2026Q2: 18,288 shares 18,288 $1.77M 0.08% +119 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,060 shares; 2024Q4: 5,356 shares; 2025Q1: 5,325 shares; 2025Q2: 5,543 shares; 2025Q3: 5,420 shares; 2025Q4: 5,424 shares; 2026Q1: 6,470 shares; 2026Q2: 6,468 shares 6,468 $1.76M 0.08% -2 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,803 shares; 2026Q1: 2,803 shares; 2026Q2: 22,152 shares 22,152 $1.76M 0.08% +19,349 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 11,419 shares; 2025Q3: 14,080 shares; 2025Q4: 13,322 shares; 2026Q1: 13,151 shares; 2026Q2: 19,042 shares 19,042 $1.75M 0.08% +5,891 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,626 shares; 2024Q4: 3,851 shares; 2025Q1: 5,050 shares; 2025Q2: 5,061 shares; 2025Q3: 4,894 shares; 2025Q4: 4,458 shares; 2026Q1: 4,654 shares; 2026Q2: 7,315 shares 7,315 $1.75M 0.08% +2,661 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,031 shares; 2025Q3: 29,300 shares; 2025Q4: 34,586 shares; 2026Q1: 41,530 shares; 2026Q2: 44,044 shares 44,044 $1.75M 0.08% +2,514 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,276 shares; 2024Q4: 29,503 shares; 2025Q1: 30,043 shares; 2025Q2: 30,718 shares; 2025Q3: 31,624 shares; 2025Q4: 30,848 shares; 2026Q1: 31,349 shares; 2026Q2: 31,543 shares 31,543 $1.71M 0.07% +194 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,295 shares; 2024Q4: 48,145 shares; 2025Q1: 49,045 shares; 2025Q2: 45,920 shares; 2025Q3: 45,620 shares; 2025Q4: 45,285 shares; 2026Q1: 42,200 shares; 2026Q2: 41,903 shares 41,903 $1.69M 0.07% -297 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,263 shares; 2025Q4: 58,887 shares; 2026Q1: 59,824 shares; 2026Q2: 66,461 shares 66,461 $1.68M 0.07% +6,637 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,507 shares; 2024Q4: 19,258 shares; 2025Q1: 21,253 shares; 2025Q2: 24,343 shares; 2025Q3: 25,291 shares; 2025Q4: 27,809 shares; 2026Q1: 33,077 shares; 2026Q2: 48,145 shares 48,145 $1.68M 0.07% +15,068 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,425 shares; 2025Q2: 34,468 shares; 2025Q3: 39,268 shares; 2025Q4: 46,332 shares; 2026Q1: 60,205 shares; 2026Q2: 69,901 shares 69,901 $1.67M 0.07% +9,696 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,706 shares; 2024Q4: 24,110 shares; 2025Q1: 30,966 shares; 2025Q2: 36,549 shares; 2025Q3: 37,983 shares; 2025Q4: 41,223 shares; 2026Q1: 43,152 shares; 2026Q2: 42,568 shares 42,568 $1.67M 0.07% -584 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: 2,108 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,190 shares; 2025Q4: 2,231 shares; 2026Q1: 3,146 shares; 2026Q2: 3,893 shares 3,893 $1.66M 0.07% +747 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,453 shares; 2024Q4: 1,453 shares; 2025Q1: 1,447 shares; 2025Q2: 1,423 shares; 2025Q3: 1,393 shares; 2025Q4: 1,388 shares; 2026Q1: 1,552 shares; 2026Q2: 2,345 shares 2,345 $1.65M 0.07% +793 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 2,077 shares; 2025Q1: 3,844 shares; 2025Q2: 2,495 shares; 2025Q3: 2,901 shares; 2025Q4: 2,901 shares; 2026Q1: 3,111 shares; 2026Q2: 19,860 shares 19,860 $1.64M 0.07% +16,749 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,425 shares; 2025Q4: 7,581 shares; 2026Q1: 13,879 shares; 2026Q2: 35,420 shares 35,420 $1.62M 0.07% +21,541 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,733 shares; 2024Q4: 5,034 shares; 2025Q1: 5,004 shares; 2025Q2: 4,961 shares; 2025Q3: 5,247 shares; 2025Q4: 5,941 shares; 2026Q1: 5,901 shares; 2026Q2: 6,251 shares 6,251 $1.6M 0.07% +350 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,320 shares; 2024Q4: 16,204 shares; 2025Q1: 18,573 shares; 2025Q2: 19,411 shares; 2025Q3: 18,911 shares; 2025Q4: 19,326 shares; 2026Q1: 20,543 shares; 2026Q2: 18,299 shares 18,299 $1.59M 0.07% -2,244 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,212 shares; 2024Q4: 7,215 shares; 2025Q1: 7,826 shares; 2025Q2: 12,202 shares; 2025Q3: 13,120 shares; 2025Q4: 12,699 shares; 2026Q1: 12,683 shares; 2026Q2: 12,055 shares 12,055 $1.57M 0.07% -628 Timeline JHMM 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; 2024Q3: 10,646 shares; 2024Q4: 18,484 shares; 2025Q1: 16,858 shares; 2025Q2: 15,405 shares; 2025Q3: 15,357 shares; 2025Q4: 17,376 shares; 2026Q1: 20,335 shares; 2026Q2: 20,954 shares 20,954 $1.57M 0.07% +619 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,834 shares; 2025Q3: 4,032 shares; 2025Q4: 5,353 shares; 2026Q1: 5,453 shares; 2026Q2: 4,691 shares 4,691 $1.57M 0.07% -762 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,915 shares; 2024Q4: 44,380 shares; 2025Q1: 44,747 shares; 2025Q2: 40,433 shares; 2025Q3: 39,090 shares; 2025Q4: 32,180 shares; 2026Q1: 30,808 shares; 2026Q2: 29,661 shares 29,661 $1.56M 0.07% -1,147 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,125 shares; 2025Q3: 12,012 shares; 2025Q4: 58,088 shares; 2026Q1: 61,441 shares; 2026Q2: 66,554 shares 66,554 $1.56M 0.07% +5,113 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,418 shares; 2024Q4: 28,359 shares; 2025Q1: 27,094 shares; 2025Q2: 28,835 shares; 2025Q3: 27,446 shares; 2025Q4: 26,974 shares; 2026Q1: 26,921 shares; 2026Q2: 25,823 shares 25,823 $1.55M 0.07% -1,098 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,308 shares; 2024Q4: 7,745 shares; 2025Q1: 6,162 shares; 2025Q2: 5,981 shares; 2025Q3: 6,217 shares; 2025Q4: 6,651 shares; 2026Q1: 7,191 shares; 2026Q2: 7,230 shares 7,230 $1.54M 0.07% +39 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,044 shares; 2024Q4: 23,579 shares; 2025Q1: 25,240 shares; 2025Q2: 26,107 shares; 2025Q3: 26,384 shares; 2025Q4: 26,172 shares; 2026Q1: 31,402 shares; 2026Q2: 35,683 shares 35,683 $1.52M 0.07% +4,281 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,883 shares; 2024Q4: 4,598 shares; 2025Q1: 4,599 shares; 2025Q2: 5,524 shares; 2025Q3: 7,012 shares; 2025Q4: 19,891 shares; 2026Q1: 24,172 shares; 2026Q2: 25,255 shares 25,255 $1.52M 0.07% +1,083 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; 2024Q3: 22,933 shares; 2024Q4: 24,037 shares; 2025Q1: 22,121 shares; 2025Q2: 21,805 shares; 2025Q3: 22,714 shares; 2025Q4: 22,140 shares; 2026Q1: 20,986 shares; 2026Q2: 21,240 shares 21,240 $1.52M 0.07% +254 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,135 shares; 2024Q4: 14,176 shares; 2025Q1: 14,330 shares; 2025Q2: 17,456 shares; 2025Q3: 17,169 shares; 2025Q4: 17,912 shares; 2026Q1: 17,968 shares; 2026Q2: 18,048 shares 18,048 $1.5M 0.06% +80 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,591 shares; 2024Q4: 38,727 shares; 2025Q1: 52,122 shares; 2025Q2: 58,254 shares; 2025Q3: 56,641 shares; 2025Q4: 54,563 shares; 2026Q1: 52,457 shares; 2026Q2: 56,779 shares 56,779 $1.49M 0.06% +4,322 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,384 shares; 2024Q4: 1,594 shares; 2025Q1: 1,669 shares; 2025Q2: 1,891 shares; 2025Q3: 1,872 shares; 2025Q4: 1,992 shares; 2026Q1: 2,099 shares; 2026Q2: 2,855 shares 2,855 $1.45M 0.06% +756 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,503 shares; 2026Q1: 11,340 shares; 2026Q2: 13,294 shares 13,294 $1.45M 0.06% +1,954 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,299 shares; 2024Q4: 4,224 shares; 2025Q1: 4,229 shares; 2025Q2: 4,367 shares; 2025Q3: 4,867 shares; 2025Q4: 4,867 shares; 2026Q1: 4,119 shares; 2026Q2: 4,088 shares 4,088 $1.45M 0.06% -31 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,450 shares; 2024Q4: 73,220 shares; 2025Q1: 185,457 shares; 2025Q2: 220,617 shares; 2025Q3: 217,447 shares; 2025Q4: 185,822 shares; 2026Q1: 187,222 shares; 2026Q2: 212,142 shares 212,142 $1.45M 0.06% +24,920 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,161 shares; 2024Q4: 19,701 shares; 2025Q1: 19,651 shares; 2025Q2: 19,503 shares; 2025Q3: 18,946 shares; 2025Q4: 16,358 shares; 2026Q1: 15,475 shares; 2026Q2: 14,966 shares 14,966 $1.44M 0.06% -509 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,284 shares; 2025Q1: 3,710 shares; 2025Q2: 3,676 shares; 2025Q3: 4,659 shares; 2025Q4: 4,984 shares; 2026Q1: 7,270 shares; 2026Q2: 8,484 shares 8,484 $1.44M 0.06% +1,214 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,606 shares; 2024Q4: 13,610 shares; 2025Q1: 13,513 shares; 2025Q2: 13,449 shares; 2025Q3: 13,093 shares; 2025Q4: 12,395 shares; 2026Q1: 13,944 shares; 2026Q2: 15,002 shares 15,002 $1.44M 0.06% +1,058 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,392 shares; 2024Q4: 7,592 shares; 2025Q1: 6,664 shares; 2025Q2: 9,609 shares; 2025Q3: 9,119 shares; 2025Q4: 9,134 shares; 2026Q1: 9,399 shares; 2026Q2: 8,127 shares 8,127 $1.43M 0.06% -1,272 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,158 shares; 2025Q1: 12,283 shares; 2025Q2: 12,131 shares; 2025Q3: 14,509 shares; 2025Q4: 16,469 shares; 2026Q1: 22,684 shares; 2026Q2: 24,145 shares 24,145 $1.42M 0.06% +1,461 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,306 shares; 2024Q4: 123,781 shares; 2025Q1: 128,892 shares; 2025Q2: 124,038 shares; 2025Q3: 123,730 shares; 2025Q4: 117,933 shares; 2026Q1: 118,141 shares; 2026Q2: 123,056 shares 123,056 $1.42M 0.06% +4,915 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,971 shares; 2024Q4: 8,533 shares; 2025Q1: 8,576 shares; 2025Q2: 7,626 shares; 2025Q3: 7,671 shares; 2025Q4: 7,873 shares; 2026Q1: 7,444 shares; 2026Q2: 7,671 shares 7,671 $1.42M 0.06% +227 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,012 shares; 2024Q4: 9,376 shares; 2025Q1: 8,565 shares; 2025Q2: 7,706 shares; 2025Q3: 7,655 shares; 2025Q4: 7,364 shares; 2026Q1: 7,282 shares; 2026Q2: 7,572 shares 7,572 $1.41M 0.06% +290 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,862 shares; 2024Q4: 4,880 shares; 2025Q1: 4,897 shares; 2025Q2: 4,916 shares; 2025Q3: 4,985 shares; 2025Q4: 8,957 shares; 2026Q1: 25,335 shares; 2026Q2: 27,286 shares 27,286 $1.41M 0.06% +1,951 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,710 shares; 2025Q4: 9,191 shares; 2026Q1: 9,553 shares; 2026Q2: 13,236 shares 13,236 $1.41M 0.06% +3,683 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,710 shares; 2024Q4: 13,949 shares; 2025Q1: 14,989 shares; 2025Q2: 14,843 shares; 2025Q3: 14,867 shares; 2025Q4: 16,324 shares; 2026Q1: 14,161 shares; 2026Q2: 13,329 shares 13,329 $1.39M 0.06% -832 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 1,755 shares; 2025Q1: 1,364 shares; 2025Q2: 1,255 shares; 2025Q3: 1,254 shares; 2025Q4: 1,479 shares; 2026Q1: 4,266 shares; 2026Q2: 4,172 shares 4,172 $1.38M 0.06% -94 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,347 shares; 2025Q2: 40,798 shares; 2025Q3: 34,733 shares; 2025Q4: 35,630 shares; 2026Q1: 35,267 shares; 2026Q2: 33,760 shares 33,760 $1.37M 0.06% -1,507 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,174 shares; 2025Q1: 3,929 shares; 2025Q2: 3,810 shares; 2025Q3: 3,580 shares; 2025Q4: 3,402 shares; 2026Q1: 3,531 shares; 2026Q2: 3,749 shares 3,749 $1.37M 0.06% +218 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,911 shares 62,911 $1.37M 0.06% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,758 shares; 2024Q4: 8,758 shares; 2025Q1: 8,758 shares; 2025Q2: 8,625 shares; 2025Q3: 8,625 shares; 2025Q4: 8,625 shares; 2026Q1: 8,605 shares; 2026Q2: 8,607 shares 8,607 $1.37M 0.06% +2 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,816 shares; 2024Q4: 26,810 shares; 2025Q1: 25,393 shares; 2025Q2: 24,841 shares; 2025Q3: 24,739 shares; 2025Q4: 22,992 shares; 2026Q1: 22,666 shares; 2026Q2: 21,308 shares 21,308 $1.36M 0.06% -1,358 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,622 shares; 2024Q4: 3,651 shares; 2025Q1: 3,522 shares; 2025Q2: 3,611 shares; 2025Q3: 3,733 shares; 2025Q4: 3,519 shares; 2026Q1: 4,391 shares; 2026Q2: 4,361 shares 4,361 $1.34M 0.06% -30 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,008 shares; 2024Q4: 34,265 shares; 2025Q1: 35,132 shares; 2025Q2: 35,007 shares; 2025Q3: 36,439 shares; 2025Q4: 36,245 shares; 2026Q1: 35,783 shares; 2026Q2: 36,114 shares 36,114 $1.33M 0.06% +331 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,278 shares; 2024Q4: 3,841 shares; 2025Q1: 4,211 shares; 2025Q2: 4,476 shares; 2025Q3: 4,448 shares; 2025Q4: 10,563 shares; 2026Q1: 11,138 shares; 2026Q2: 8,463 shares 8,463 $1.33M 0.06% -2,675 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,629 shares; 2024Q4: 9,071 shares; 2025Q1: 9,446 shares; 2025Q2: 9,553 shares; 2025Q3: 9,999 shares; 2025Q4: 10,267 shares; 2026Q1: 10,690 shares; 2026Q2: 10,881 shares 10,881 $1.32M 0.06% +191 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,756 shares; 2024Q4: 14,134 shares; 2025Q1: 13,875 shares; 2025Q2: 13,909 shares; 2025Q3: 13,903 shares; 2025Q4: 13,499 shares; 2026Q1: 13,793 shares; 2026Q2: 12,677 shares 12,677 $1.31M 0.06% -1,116 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,916 shares; 2024Q4: 21,242 shares; 2025Q1: 22,526 shares; 2025Q2: 24,479 shares; 2025Q3: 24,599 shares; 2025Q4: 22,198 shares; 2026Q1: 21,503 shares; 2026Q2: 31,737 shares 31,737 $1.31M 0.06% +10,234 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; 2024Q3: 21,082 shares; 2024Q4: 25,897 shares; 2025Q1: 31,748 shares; 2025Q2: 31,295 shares; 2025Q3: 33,400 shares; 2025Q4: 31,184 shares; 2026Q1: 30,893 shares; 2026Q2: 28,120 shares 28,120 $1.31M 0.06% -2,773 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,776 shares; 2025Q1: 6,460 shares; 2025Q2: 6,965 shares; 2025Q3: 7,604 shares; 2025Q4: 7,727 shares; 2026Q1: 8,072 shares; 2026Q2: 8,176 shares 8,176 $1.29M 0.06% +104 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,675 shares; 2024Q4: 5,606 shares; 2025Q1: 5,563 shares; 2025Q2: 5,542 shares; 2025Q3: 5,484 shares; 2025Q4: 5,486 shares; 2026Q1: 5,313 shares; 2026Q2: 5,336 shares 5,336 $1.29M 0.06% +23 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,034 shares; 2024Q4: 13,900 shares; 2025Q1: 13,900 shares; 2025Q2: 13,860 shares; 2025Q3: 13,725 shares; 2025Q4: 13,777 shares; 2026Q1: 11,064 shares; 2026Q2: 11,323 shares 11,323 $1.29M 0.06% +259 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,773 shares; 2024Q4: 16,241 shares; 2025Q1: 15,153 shares; 2025Q2: 16,011 shares; 2025Q3: 16,640 shares; 2025Q4: 17,632 shares; 2026Q1: 17,437 shares; 2026Q2: 17,377 shares 17,377 $1.29M 0.06% -60 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,722 shares; 2025Q3: 61,236 shares; 2025Q4: 61,256 shares; 2026Q1: 61,752 shares; 2026Q2: 63,586 shares 63,586 $1.29M 0.06% +1,834 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,631 shares; 2024Q4: 23,969 shares; 2025Q1: 24,280 shares; 2025Q2: 19,894 shares; 2025Q3: 19,761 shares; 2025Q4: 19,635 shares; 2026Q1: 19,595 shares; 2026Q2: 19,712 shares 19,712 $1.28M 0.05% +117 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,606 shares; 2024Q4: 10,791 shares; 2025Q1: 9,697 shares; 2025Q2: 8,839 shares; 2025Q3: 9,356 shares; 2025Q4: 9,201 shares; 2026Q1: 8,699 shares; 2026Q2: 7,803 shares 7,803 $1.26M 0.05% -896 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,542 shares; 2025Q1: 19,039 shares; 2025Q2: 24,598 shares; 2025Q3: 28,468 shares; 2025Q4: 32,331 shares; 2026Q1: 44,991 shares; 2026Q2: 53,071 shares 53,071 $1.25M 0.05% +8,080 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,096 shares; 2025Q2: 14,683 shares; 2025Q3: 14,223 shares; 2025Q4: 22,900 shares; 2026Q1: 24,663 shares; 2026Q2: 28,888 shares 28,888 $1.25M 0.05% +4,225 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,778 shares; 2024Q4: 14,242 shares; 2025Q1: 13,876 shares; 2025Q2: 13,841 shares; 2025Q3: 14,348 shares; 2025Q4: 14,668 shares; 2026Q1: 14,751 shares; 2026Q2: 15,935 shares 15,935 $1.25M 0.05% +1,184 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,001 shares; 2024Q4: 10,007 shares; 2025Q1: 7,126 shares; 2025Q2: 8,049 shares; 2025Q3: 7,586 shares; 2025Q4: 7,086 shares; 2026Q1: 22,553 shares; 2026Q2: 16,067 shares 16,067 $1.24M 0.05% -6,486 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,411 shares; 2024Q4: 42,451 shares; 2025Q1: 46,135 shares; 2025Q2: 56,185 shares; 2025Q3: 50,177 shares; 2025Q4: 50,174 shares; 2026Q1: 50,197 shares; 2026Q2: 51,997 shares 51,997 $1.22M 0.05% +1,800 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,204 shares; 2024Q4: 5,516 shares; 2025Q1: 5,805 shares; 2025Q2: 6,053 shares; 2025Q3: 5,764 shares; 2025Q4: 5,852 shares; 2026Q1: 6,901 shares; 2026Q2: 7,769 shares 7,769 $1.21M 0.05% +868 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,388 shares; 2024Q4: 7,447 shares; 2025Q1: 7,445 shares; 2025Q2: 7,414 shares; 2025Q3: 7,455 shares; 2025Q4: 7,440 shares; 2026Q1: 7,377 shares; 2026Q2: 7,372 shares 7,372 $1.21M 0.05% -5 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,826 shares; 2024Q4: 86,768 shares; 2025Q1: 100,453 shares; 2025Q2: 103,654 shares; 2025Q3: 107,769 shares; 2025Q4: 111,311 shares; 2026Q1: 113,560 shares; 2026Q2: 116,577 shares 116,577 $1.18M 0.05% +3,017 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,371 shares; 2025Q3: 16,156 shares; 2025Q4: 16,135 shares; 2026Q1: 16,355 shares; 2026Q2: 16,856 shares 16,856 $1.18M 0.05% +501 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,541 shares; 2024Q4: 5,333 shares; 2025Q1: 4,594 shares; 2025Q2: 4,918 shares; 2025Q3: 4,940 shares; 2025Q4: 4,892 shares; 2026Q1: 4,680 shares; 2026Q2: 4,465 shares 4,465 $1.18M 0.05% -215 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,968 shares; 2025Q4: 6,349 shares; 2026Q1: 16,304 shares; 2026Q2: 19,761 shares 19,761 $1.18M 0.05% +3,457 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,352 shares; 2024Q4: 35,965 shares; 2025Q1: 34,191 shares; 2025Q2: 33,301 shares; 2025Q3: 34,746 shares; 2025Q4: 35,349 shares; 2026Q1: 36,619 shares; 2026Q2: 36,633 shares 36,633 $1.17M 0.05% +14 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,295 shares; 2024Q4: 12,014 shares; 2025Q1: 11,890 shares; 2025Q2: 11,545 shares; 2025Q3: 11,626 shares; 2025Q4: 11,686 shares; 2026Q1: 11,244 shares; 2026Q2: 12,700 shares 12,700 $1.16M 0.05% +1,456 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,275 shares; 2026Q1: 18,575 shares; 2026Q2: 31,015 shares 31,015 $1.16M 0.05% +12,440 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,302 shares; 2024Q4: 23,912 shares; 2025Q1: 23,800 shares; 2025Q2: 24,679 shares; 2025Q3: 24,708 shares; 2025Q4: 24,967 shares; 2026Q1: 24,473 shares; 2026Q2: 24,442 shares 24,442 $1.16M 0.05% -31 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 354 shares; 2026Q2: 3,800 shares 3,800 $1.15M 0.05% +3,446 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,888 shares; 2024Q4: 14,889 shares; 2025Q1: 15,684 shares; 2025Q2: 15,756 shares; 2025Q3: 15,591 shares; 2025Q4: 15,317 shares; 2026Q1: 15,318 shares; 2026Q2: 14,979 shares 14,979 $1.12M 0.05% -339 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,192 shares; 2024Q4: 3,986 shares; 2025Q1: 3,988 shares; 2025Q2: 4,000 shares; 2025Q3: 4,445 shares; 2025Q4: 4,258 shares; 2026Q1: 3,602 shares; 2026Q2: 4,286 shares 4,286 $1.12M 0.05% +684 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,218 shares; 2024Q4: 22,978 shares; 2025Q1: 23,791 shares; 2025Q2: 25,783 shares; 2025Q3: 25,508 shares; 2025Q4: 30,316 shares; 2026Q1: 30,302 shares; 2026Q2: 30,265 shares 30,265 $1.11M 0.05% -37 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,224 shares; 2024Q4: 4,284 shares; 2025Q1: 4,488 shares; 2025Q2: 4,496 shares; 2025Q3: 5,243 shares; 2025Q4: 5,196 shares; 2026Q1: 5,625 shares; 2026Q2: 5,293 shares 5,293 $1.11M 0.05% -332 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,310 shares; 2025Q4: 8,647 shares; 2026Q1: 9,013 shares; 2026Q2: 43,843 shares 43,843 $1.1M 0.05% +34,830 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,103 shares; 2026Q2: 12,154 shares 12,154 $1.1M 0.05% +2,051 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,666 shares; 2024Q4: 3,629 shares; 2025Q1: 3,621 shares; 2025Q2: 3,623 shares; 2025Q3: 3,949 shares; 2025Q4: 3,811 shares; 2026Q1: 3,589 shares; 2026Q2: 3,250 shares 3,250 $1.1M 0.05% -339 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,609 shares; 2026Q2: 50,841 shares 50,841 $1.1M 0.05% +232 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,314 shares; 2024Q4: 7,000 shares; 2025Q1: 7,016 shares; 2025Q2: 6,972 shares; 2025Q3: 7,312 shares; 2025Q4: 7,373 shares; 2026Q1: 6,502 shares; 2026Q2: 6,490 shares 6,490 $1.1M 0.05% -12 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,598 shares; 2025Q1: 5,639 shares; 2025Q2: 5,681 shares; 2025Q3: 12,421 shares; 2025Q4: 14,120 shares; 2026Q1: 17,644 shares; 2026Q2: 19,736 shares 19,736 $1.1M 0.05% +2,092 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,827 shares; 2024Q4: 5,195 shares; 2025Q1: 5,658 shares; 2025Q2: 6,118 shares; 2025Q3: 6,109 shares; 2025Q4: 6,084 shares; 2026Q1: 7,248 shares; 2026Q2: 39,456 shares 39,456 $1.08M 0.05% +32,208 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,036 shares; 2024Q4: 15,850 shares; 2025Q1: 15,450 shares; 2025Q2: 14,020 shares; 2025Q3: 13,752 shares; 2025Q4: 14,564 shares; 2026Q1: 14,097 shares; 2026Q2: 14,330 shares 14,330 $1.08M 0.05% +233 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,872 shares; 2025Q4: 9,939 shares; 2026Q1: 16,905 shares; 2026Q2: 25,669 shares 25,669 $1.06M 0.05% +8,764 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,180 shares; 2024Q4: 44,322 shares; 2025Q1: 46,240 shares; 2025Q2: 47,403 shares; 2025Q3: 47,376 shares; 2025Q4: 53,694 shares; 2026Q1: 54,120 shares; 2026Q2: 54,757 shares 54,757 $1.05M 0.04% +637 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,444 shares; 2024Q4: 3,558 shares; 2025Q1: 3,323 shares; 2025Q2: 4,270 shares; 2025Q3: 4,421 shares; 2025Q4: 4,049 shares; 2026Q1: 4,160 shares; 2026Q2: 4,665 shares 4,665 $1.04M 0.04% +505 Timeline NURE NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,945 shares; 2024Q4: 37,924 shares; 2025Q1: 38,316 shares; 2025Q2: 31,358 shares; 2025Q3: 30,564 shares; 2025Q4: 30,707 shares; 2026Q1: 31,119 shares; 2026Q2: 32,029 shares 32,029 $1.04M 0.04% +910 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,588 shares; 2024Q4: 10,042 shares; 2025Q1: 14,104 shares; 2025Q2: 17,688 shares; 2025Q3: 20,473 shares; 2025Q4: 22,343 shares; 2026Q1: 21,444 shares; 2026Q2: 20,915 shares 20,915 $1.03M 0.04% -529 Timeline CGCB 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; 2024Q3: not reported; 2024Q4: 13,947 shares; 2025Q1: 23,731 shares; 2025Q2: 23,496 shares; 2025Q3: 28,952 shares; 2025Q4: 34,552 shares; 2026Q1: 41,343 shares; 2026Q2: 39,428 shares 39,428 $1.03M 0.04% -1,915 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,586 shares; 2024Q4: 3,751 shares; 2025Q1: 3,715 shares; 2025Q2: 3,614 shares; 2025Q3: 3,418 shares; 2025Q4: 3,348 shares; 2026Q1: 3,408 shares; 2026Q2: 3,431 shares 3,431 $1.02M 0.04% +23 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,201 shares; 2024Q4: 22,640 shares; 2025Q1: 24,894 shares; 2025Q2: 28,348 shares; 2025Q3: 27,228 shares; 2025Q4: 26,961 shares; 2026Q1: 26,507 shares; 2026Q2: 24,863 shares 24,863 $1.02M 0.04% -1,644 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,685 shares; 2024Q4: 3,784 shares; 2025Q1: 3,771 shares; 2025Q2: 3,894 shares; 2025Q3: 3,956 shares; 2025Q4: 4,555 shares; 2026Q1: 5,371 shares; 2026Q2: 9,322 shares 9,322 $1.01M 0.04% +3,951 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,953 shares; 2024Q4: 6,063 shares; 2025Q1: 5,994 shares; 2025Q2: 6,122 shares; 2025Q3: 6,309 shares; 2025Q4: 6,555 shares; 2026Q1: 6,613 shares; 2026Q2: 6,572 shares 6,572 $996K 0.04% -41 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,408 shares; 2026Q1: 2,408 shares; 2026Q2: 2,463 shares 2,463 $977K 0.04% +55 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,947 shares; 2025Q4: 15,542 shares; 2026Q1: 17,255 shares; 2026Q2: 18,388 shares 18,388 $972K 0.04% +1,133 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,609 shares; 2024Q4: 39,166 shares; 2025Q1: 42,319 shares; 2025Q2: 43,005 shares; 2025Q3: 43,083 shares; 2025Q4: 40,835 shares; 2026Q1: 40,588 shares; 2026Q2: 40,813 shares 40,813 $970K 0.04% +225 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,492 shares; 2024Q4: 19,495 shares; 2025Q1: 20,093 shares; 2025Q2: 19,790 shares; 2025Q3: 20,002 shares; 2025Q4: 19,690 shares; 2026Q1: 19,863 shares; 2026Q2: 19,893 shares 19,893 $968K 0.04% +30 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,688 shares; 2026Q1: 22,353 shares; 2026Q2: 22,853 shares 22,853 $967K 0.04% +500 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 996 shares; 2025Q1: not reported; 2025Q2: 1,088 shares; 2025Q3: 1,029 shares; 2025Q4: 1,289 shares; 2026Q1: 1,393 shares; 2026Q2: 1,509 shares 1,509 $967K 0.04% +116 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,732 shares; 2024Q4: 15,987 shares; 2025Q1: 15,485 shares; 2025Q2: 14,642 shares; 2025Q3: 17,192 shares; 2025Q4: 16,959 shares; 2026Q1: 14,963 shares; 2026Q2: 11,680 shares 11,680 $965K 0.04% -3,283 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,201 shares; 2024Q4: 16,168 shares; 2025Q1: 17,179 shares; 2025Q2: 16,037 shares; 2025Q3: 16,516 shares; 2025Q4: 18,564 shares; 2026Q1: 20,966 shares; 2026Q2: 20,567 shares 20,567 $963K 0.04% -399 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,377 shares; 2024Q4: 8,819 shares; 2025Q1: 8,550 shares; 2025Q2: 8,492 shares; 2025Q3: 7,985 shares; 2025Q4: 7,205 shares; 2026Q1: 6,077 shares; 2026Q2: 6,035 shares 6,035 $958K 0.04% -42 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,468 shares; 2024Q4: 2,468 shares; 2025Q1: 2,403 shares; 2025Q2: 2,403 shares; 2025Q3: 2,658 shares; 2025Q4: 2,659 shares; 2026Q1: 2,660 shares; 2026Q2: 3,017 shares 3,017 $949K 0.04% +357 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,268 shares 11,268 $944K 0.04% 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; 2024Q3: 18,884 shares; 2024Q4: 19,541 shares; 2025Q1: 19,564 shares; 2025Q2: 21,197 shares; 2025Q3: 21,163 shares; 2025Q4: 24,045 shares; 2026Q1: 25,128 shares; 2026Q2: 25,240 shares 25,240 $933K 0.04% +112 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,755 shares; 2025Q1: 2,135 shares; 2025Q2: 2,383 shares; 2025Q3: 2,359 shares; 2025Q4: 2,285 shares; 2026Q1: 2,772 shares; 2026Q2: 3,743 shares 3,743 $930K 0.04% +971 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,193 shares; 2024Q4: 2,194 shares; 2025Q1: 2,195 shares; 2025Q2: 2,075 shares; 2025Q3: 2,170 shares; 2025Q4: 2,166 shares; 2026Q1: 2,168 shares; 2026Q2: 3,893 shares 3,893 $925K 0.04% +1,725 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,837 shares; 2024Q4: 9,275 shares; 2025Q1: 8,784 shares; 2025Q2: 8,784 shares; 2025Q3: 8,009 shares; 2025Q4: 8,135 shares; 2026Q1: 9,012 shares; 2026Q2: 9,007 shares 9,007 $921K 0.04% -5 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,649 shares; 2024Q4: 7,664 shares; 2025Q1: 7,356 shares; 2025Q2: 7,366 shares; 2025Q3: 7,479 shares; 2025Q4: 7,094 shares; 2026Q1: 7,332 shares; 2026Q2: 7,265 shares 7,265 $918K 0.04% -67 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,905 shares; 2024Q4: 13,652 shares; 2025Q1: 13,376 shares; 2025Q2: 13,308 shares; 2025Q3: 13,195 shares; 2025Q4: 10,150 shares; 2026Q1: 10,009 shares; 2026Q2: 11,281 shares 11,281 $912K 0.04% +1,272 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,396 shares; 2025Q2: 4,649 shares; 2025Q3: 5,113 shares; 2025Q4: 6,966 shares; 2026Q1: 7,969 shares; 2026Q2: 8,406 shares 8,406 $906K 0.04% +437 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,894 shares; 2025Q4: 3,192 shares; 2026Q1: 4,912 shares; 2026Q2: 6,795 shares 6,795 $898K 0.04% +1,883 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,755 shares; 2024Q4: 10,755 shares; 2025Q1: 10,755 shares; 2025Q2: 10,808 shares; 2025Q3: 10,998 shares; 2025Q4: 12,444 shares; 2026Q1: 12,444 shares; 2026Q2: 11,799 shares 11,799 $894K 0.04% -645 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,506 shares; 2024Q4: 13,513 shares; 2025Q1: 13,522 shares; 2025Q2: 13,530 shares; 2025Q3: 13,538 shares; 2025Q4: 13,547 shares; 2026Q1: 13,556 shares; 2026Q2: 13,564 shares 13,564 $894K 0.04% +8 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,085 shares; 2024Q4: 5,035 shares; 2025Q1: 6,287 shares; 2025Q2: 7,230 shares; 2025Q3: 7,793 shares; 2025Q4: 9,773 shares; 2026Q1: 9,174 shares; 2026Q2: 9,250 shares 9,250 $885K 0.04% +76 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,590 shares; 2024Q4: 2,488 shares; 2025Q1: 2,482 shares; 2025Q2: 2,456 shares; 2025Q3: 2,321 shares; 2025Q4: 2,369 shares; 2026Q1: 2,402 shares; 2026Q2: 2,221 shares 2,221 $882K 0.04% -181 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,160 shares; 2025Q4: 10,999 shares; 2026Q1: 10,999 shares; 2026Q2: 10,689 shares 10,689 $882K 0.04% -310 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,031 shares; 2026Q2: 28,713 shares 28,713 $879K 0.04% +2,682 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,118 shares; 2024Q4: 3,118 shares; 2025Q1: 3,118 shares; 2025Q2: 3,118 shares; 2025Q3: 2,503 shares; 2025Q4: 6,248 shares; 2026Q1: 4,708 shares; 2026Q2: 4,708 shares 4,708 $866K 0.04% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,234 shares; 2024Q4: 30,034 shares; 2025Q1: 30,035 shares; 2025Q2: 30,036 shares; 2025Q3: 30,036 shares; 2025Q4: 38,324 shares; 2026Q1: 38,025 shares; 2026Q2: 38,025 shares 38,025 $846K 0.04% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632 shares; 2024Q4: 547 shares; 2025Q1: 705 shares; 2025Q2: 728 shares; 2025Q3: 665 shares; 2025Q4: 607 shares; 2026Q1: 578 shares; 2026Q2: 747 shares 747 $846K 0.04% +169 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,250 shares; 2025Q4: 20,452 shares; 2026Q1: 20,654 shares; 2026Q2: 21,907 shares 21,907 $845K 0.04% +1,253 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,053 shares; 2024Q4: 6,067 shares; 2025Q1: 4,330 shares; 2025Q2: 4,223 shares; 2025Q3: 4,227 shares; 2025Q4: 4,193 shares; 2026Q1: 4,160 shares; 2026Q2: 4,088 shares 4,088 $843K 0.04% -72 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,390 shares; 2026Q2: 33,955 shares 33,955 $843K 0.04% +7,565 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,964 shares; 2024Q4: 1,834 shares; 2025Q1: 1,889 shares; 2025Q2: 2,055 shares; 2025Q3: 2,055 shares; 2025Q4: 1,987 shares; 2026Q1: 2,093 shares; 2026Q2: 2,021 shares 2,021 $840K 0.04% -72 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,276 shares; 2024Q4: 15,186 shares; 2025Q1: 14,987 shares; 2025Q2: 14,775 shares; 2025Q3: 13,775 shares; 2025Q4: 14,425 shares; 2026Q1: 15,181 shares; 2026Q2: 14,459 shares 14,459 $835K 0.04% -722 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,776 shares; 2024Q4: 56,648 shares; 2025Q1: 57,169 shares; 2025Q2: 57,839 shares; 2025Q3: 57,884 shares; 2025Q4: 56,694 shares; 2026Q1: 55,234 shares; 2026Q2: 50,517 shares 50,517 $835K 0.04% -4,717 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353 shares; 2024Q4: 1,447 shares; 2025Q1: 1,463 shares; 2025Q2: 1,463 shares; 2025Q3: 1,508 shares; 2025Q4: 1,557 shares; 2026Q1: 1,557 shares; 2026Q2: 2,031 shares 2,031 $832K 0.04% +474 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,297 shares; 2024Q4: 5,422 shares; 2025Q1: 5,434 shares; 2025Q2: 5,931 shares; 2025Q3: 5,913 shares; 2025Q4: 5,648 shares; 2026Q1: 5,641 shares; 2026Q2: 5,669 shares 5,669 $830K 0.04% +28 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,389 shares; 2024Q4: 66,280 shares; 2025Q1: 66,727 shares; 2025Q2: 65,922 shares; 2025Q3: 66,605 shares; 2025Q4: 65,721 shares; 2026Q1: 68,112 shares; 2026Q2: 68,068 shares 68,068 $819K 0.04% -44 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,849 shares; 2024Q4: 24,287 shares; 2025Q1: 23,003 shares; 2025Q2: 22,420 shares; 2025Q3: 19,185 shares; 2025Q4: 18,308 shares; 2026Q1: 17,906 shares; 2026Q2: 18,567 shares 18,567 $818K 0.04% +661 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; 2024Q3: 6,785 shares; 2024Q4: 6,403 shares; 2025Q1: 6,199 shares; 2025Q2: 5,966 shares; 2025Q3: 5,933 shares; 2025Q4: 6,838 shares; 2026Q1: 6,561 shares; 2026Q2: 6,061 shares 6,061 $816K 0.04% -500 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,533 shares; 2024Q4: 23,681 shares; 2025Q1: 23,884 shares; 2025Q2: 24,618 shares; 2025Q3: 25,526 shares; 2025Q4: 26,412 shares; 2026Q1: 27,810 shares; 2026Q2: 30,307 shares 30,307 $814K 0.03% +2,497 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,690 shares; 2025Q4: 6,815 shares; 2026Q1: 9,098 shares; 2026Q2: 16,404 shares 16,404 $813K 0.03% +7,306 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,866 shares; 2024Q4: 2,842 shares; 2025Q1: 2,802 shares; 2025Q2: 2,802 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares; 2026Q1: 2,495 shares; 2026Q2: 2,425 shares 2,425 $812K 0.03% -70 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 1,827 shares; 2026Q1: 6,337 shares; 2026Q2: 8,091 shares 8,091 $803K 0.03% +1,754 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; 2024Q3: 87,268 shares; 2024Q4: 80,080 shares; 2025Q1: 77,300 shares; 2025Q2: 76,000 shares; 2025Q3: 72,220 shares; 2025Q4: 67,377 shares; 2026Q1: 65,939 shares; 2026Q2: 57,618 shares 57,618 $801K 0.03% -8,321 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,918 shares; 2025Q2: 3,445 shares; 2025Q3: 3,783 shares; 2025Q4: 4,712 shares; 2026Q1: 5,433 shares; 2026Q2: 6,519 shares 6,519 $797K 0.03% +1,086 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,099 shares; 2024Q4: 5,024 shares; 2025Q1: 4,806 shares; 2025Q2: 5,042 shares; 2025Q3: 5,359 shares; 2025Q4: 6,255 shares; 2026Q1: 5,809 shares; 2026Q2: 5,812 shares 5,812 $795K 0.03% +3 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,826 shares; 2025Q3: 1,895 shares; 2025Q4: 2,038 shares; 2026Q1: 2,102 shares; 2026Q2: 2,967 shares 2,967 $793K 0.03% +865 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,570 shares 3,570 $789K 0.03% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,478 shares 3,478 $779K 0.03% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,614 shares; 2024Q4: 48,622 shares; 2025Q1: 49,811 shares; 2025Q2: 51,762 shares; 2025Q3: 52,725 shares; 2025Q4: 52,888 shares; 2026Q1: 43,804 shares; 2026Q2: 32,818 shares 32,818 $778K 0.03% -10,986 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,950 shares; 2024Q4: 30,109 shares; 2025Q1: 27,608 shares; 2025Q2: 27,564 shares; 2025Q3: 26,671 shares; 2025Q4: 22,526 shares; 2026Q1: 22,037 shares; 2026Q2: 21,937 shares 21,937 $775K 0.03% -100 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,798 shares; 2024Q4: 24,100 shares; 2025Q1: 29,375 shares; 2025Q2: 32,453 shares; 2025Q3: 33,342 shares; 2025Q4: 34,496 shares; 2026Q1: 36,660 shares; 2026Q2: 43,330 shares 43,330 $775K 0.03% +6,670 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,644 shares; 2024Q4: 46,675 shares; 2025Q1: 52,297 shares; 2025Q2: 43,050 shares; 2025Q3: 44,295 shares; 2025Q4: 43,192 shares; 2026Q1: 37,245 shares; 2026Q2: 37,268 shares 37,268 $775K 0.03% +23 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,559 shares; 2024Q4: 15,658 shares; 2025Q1: 15,676 shares; 2025Q2: 15,659 shares; 2025Q3: 16,028 shares; 2025Q4: 15,819 shares; 2026Q1: 15,489 shares; 2026Q2: 15,237 shares 15,237 $775K 0.03% -252 Timeline FLEU FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,353 shares; 2025Q4: 17,297 shares; 2026Q1: 20,147 shares; 2026Q2: 21,616 shares 21,616 $774K 0.03% +1,469 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 543 shares; 2025Q3: 724 shares; 2025Q4: 739 shares; 2026Q1: 747 shares; 2026Q2: 929 shares 929 $771K 0.03% +182 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,110 shares; 2026Q2: 6,890 shares 6,890 $754K 0.03% -4,220 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,075 shares; 2024Q4: 5,773 shares; 2025Q1: 5,754 shares; 2025Q2: 5,821 shares; 2025Q3: 5,513 shares; 2025Q4: 5,060 shares; 2026Q1: 4,929 shares; 2026Q2: 4,917 shares 4,917 $754K 0.03% -12 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,960 shares; 2026Q1: 17,460 shares; 2026Q2: 16,960 shares 16,960 $753K 0.03% -500 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 4,348 shares; 2025Q1: 4,256 shares; 2025Q2: 4,192 shares; 2025Q3: 4,411 shares; 2025Q4: 4,402 shares; 2026Q1: 4,331 shares; 2026Q2: 4,352 shares 4,352 $750K 0.03% +21 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,204 shares; 2024Q4: 1,232 shares; 2025Q1: 1,243 shares; 2025Q2: 1,533 shares; 2025Q3: 1,930 shares; 2025Q4: 2,875 shares; 2026Q1: 3,112 shares; 2026Q2: 3,044 shares 3,044 $750K 0.03% -68 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.03% 0 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,715 shares 11,715 $740K 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,109 shares; 2025Q2: 5,926 shares; 2025Q3: 9,274 shares; 2025Q4: 13,007 shares; 2026Q1: 16,792 shares; 2026Q2: 22,162 shares 22,162 $738K 0.03% +5,370 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,425 shares; 2026Q1: 4,456 shares; 2026Q2: 4,425 shares 4,425 $737K 0.03% -31 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,715 shares; 2024Q4: 4,798 shares; 2025Q1: 5,376 shares; 2025Q2: 5,047 shares; 2025Q3: 5,155 shares; 2025Q4: 6,798 shares; 2026Q1: 7,661 shares; 2026Q2: 7,680 shares 7,680 $735K 0.03% +19 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,680 shares; 2024Q4: 11,690 shares; 2025Q1: 11,090 shares; 2025Q2: 22,470 shares; 2025Q3: 26,255 shares; 2025Q4: 24,783 shares; 2026Q1: 25,515 shares; 2026Q2: 26,306 shares 26,306 $728K 0.03% +791 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,930 shares; 2026Q1: 25,789 shares; 2026Q2: 27,274 shares 27,274 $723K 0.03% +1,485 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,469 shares; 2024Q4: 2,558 shares; 2025Q1: 2,661 shares; 2025Q2: 2,914 shares; 2025Q3: 2,794 shares; 2025Q4: 2,694 shares; 2026Q1: 2,614 shares; 2026Q2: 2,444 shares 2,444 $717K 0.03% -170 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,559 shares; 2026Q1: 2,825 shares; 2026Q2: 2,782 shares 2,782 $712K 0.03% -43 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,693 shares; 2024Q4: 4,701 shares; 2025Q1: 5,508 shares; 2025Q2: 5,326 shares; 2025Q3: 5,327 shares; 2025Q4: 5,557 shares; 2026Q1: 5,557 shares; 2026Q2: 5,557 shares 5,557 $710K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,182 shares; 2024Q4: 2,712 shares; 2025Q1: 2,732 shares; 2025Q2: 2,732 shares; 2025Q3: 2,733 shares; 2025Q4: 2,613 shares; 2026Q1: 2,746 shares; 2026Q2: 2,746 shares 2,746 $702K 0.03% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,650 shares; 2024Q4: 5,339 shares; 2025Q1: 5,869 shares; 2025Q2: 5,570 shares; 2025Q3: 5,051 shares; 2025Q4: 5,052 shares; 2026Q1: 5,105 shares; 2026Q2: 5,096 shares 5,096 $697K 0.03% -9 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,772 shares; 2025Q3: 5,040 shares; 2025Q4: 5,000 shares; 2026Q1: 4,534 shares; 2026Q2: 6,919 shares 6,919 $694K 0.03% +2,385 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,882 shares; 2024Q4: 3,583 shares; 2025Q1: 3,459 shares; 2025Q2: 3,139 shares; 2025Q3: 3,146 shares; 2025Q4: 3,106 shares; 2026Q1: 3,162 shares; 2026Q2: 3,941 shares 3,941 $693K 0.03% +779 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,029 shares; 2024Q4: 8,030 shares; 2025Q1: 8,023 shares; 2025Q2: 7,794 shares; 2025Q3: 7,755 shares; 2025Q4: 7,937 shares; 2026Q1: 7,888 shares; 2026Q2: 7,890 shares 7,890 $692K 0.03% +2 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,220 shares; 2026Q2: 5,070 shares 5,070 $692K 0.03% -150 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,017 shares; 2025Q3: 4,063 shares; 2025Q4: 5,008 shares; 2026Q1: 5,358 shares; 2026Q2: 6,143 shares 6,143 $691K 0.03% +785 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,285 shares 6,285 $688K 0.03% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,760 shares; 2024Q4: 8,751 shares; 2025Q1: 8,517 shares; 2025Q2: 8,555 shares; 2025Q3: 8,541 shares; 2025Q4: 8,631 shares; 2026Q1: 8,577 shares; 2026Q2: 8,940 shares 8,940 $685K 0.03% +363 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,521 shares; 2025Q1: 5,503 shares; 2025Q2: 9,798 shares; 2025Q3: 11,074 shares; 2025Q4: 19,320 shares; 2026Q1: 18,376 shares; 2026Q2: 13,709 shares 13,709 $684K 0.03% -4,667 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,262 shares; 2024Q4: 3,610 shares; 2025Q1: 3,693 shares; 2025Q2: 6,504 shares; 2025Q3: 6,505 shares; 2025Q4: 6,843 shares; 2026Q1: 7,060 shares; 2026Q2: 6,574 shares 6,574 $683K 0.03% -486 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,634 shares; 2025Q1: 1,587 shares; 2025Q2: 1,609 shares; 2025Q3: 1,665 shares; 2025Q4: 2,021 shares; 2026Q1: 2,348 shares; 2026Q2: 2,369 shares 2,369 $682K 0.03% +21 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,146 shares; 2024Q4: 2,082 shares; 2025Q1: 1,942 shares; 2025Q2: 1,977 shares; 2025Q3: 2,087 shares; 2025Q4: 2,821 shares; 2026Q1: 3,000 shares; 2026Q2: 2,971 shares 2,971 $680K 0.03% -29 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,255 shares; 2026Q1: 3,707 shares; 2026Q2: 4,106 shares 4,106 $679K 0.03% +399 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 2,284 shares; 2025Q1: 1,932 shares; 2025Q2: 2,097 shares; 2025Q3: 2,401 shares; 2025Q4: 2,618 shares; 2026Q1: 4,553 shares; 2026Q2: 2,147 shares 2,147 $672K 0.03% -2,406 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,644 shares; 2024Q4: 8,483 shares; 2025Q1: 8,494 shares; 2025Q2: 8,506 shares; 2025Q3: 8,682 shares; 2025Q4: 8,693 shares; 2026Q1: 8,703 shares; 2026Q2: 8,638 shares 8,638 $672K 0.03% -65 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,394 shares; 2025Q3: 2,959 shares; 2025Q4: 3,899 shares; 2026Q1: 4,394 shares; 2026Q2: 4,612 shares 4,612 $668K 0.03% +218 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,533 shares; 2024Q4: 23,430 shares; 2025Q1: 23,428 shares; 2025Q2: 35,290 shares; 2025Q3: 34,122 shares; 2025Q4: 29,622 shares; 2026Q1: 29,946 shares; 2026Q2: 29,850 shares 29,850 $659K 0.03% -96 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,270 shares; 2024Q4: 2,453 shares; 2025Q1: 2,160 shares; 2025Q2: 2,136 shares; 2025Q3: 2,109 shares; 2025Q4: 2,112 shares; 2026Q1: 1,828 shares; 2026Q2: 1,815 shares 1,815 $657K 0.03% -13 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,054 shares; 2024Q4: 1,774 shares; 2025Q1: 1,630 shares; 2025Q2: 1,677 shares; 2025Q3: 2,998 shares; 2025Q4: 2,999 shares; 2026Q1: 3,155 shares; 2026Q2: 3,271 shares 3,271 $656K 0.03% +116 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,136 shares; 2026Q1: 10,004 shares; 2026Q2: 11,636 shares 11,636 $652K 0.03% +1,632 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,540 shares; 2024Q4: 9,187 shares; 2025Q1: 9,743 shares; 2025Q2: 8,282 shares; 2025Q3: 8,305 shares; 2025Q4: 8,406 shares; 2026Q1: 8,407 shares; 2026Q2: 7,764 shares 7,764 $649K 0.03% -643 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,464 shares; 2024Q4: 3,375 shares; 2025Q1: 3,378 shares; 2025Q2: 3,309 shares; 2025Q3: 2,996 shares; 2025Q4: 8,081 shares; 2026Q1: 7,694 shares; 2026Q2: 7,725 shares 7,725 $642K 0.03% +31 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,562 shares; 2026Q1: 15,086 shares; 2026Q2: 19,455 shares 19,455 $641K 0.03% +4,369 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,887 shares; 2024Q4: 7,737 shares; 2025Q1: 7,870 shares; 2025Q2: 7,988 shares; 2025Q3: 7,963 shares; 2025Q4: 7,964 shares; 2026Q1: 8,205 shares; 2026Q2: 8,213 shares 8,213 $641K 0.03% +8 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,031 shares; 2025Q1: 2,424 shares; 2025Q2: 2,717 shares; 2025Q3: 2,723 shares; 2025Q4: 2,654 shares; 2026Q1: 3,947 shares; 2026Q2: 5,001 shares 5,001 $641K 0.03% +1,054 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,184 shares; 2024Q4: 6,012 shares; 2025Q1: 5,611 shares; 2025Q2: 6,446 shares; 2025Q3: 6,620 shares; 2025Q4: 6,494 shares; 2026Q1: 6,494 shares; 2026Q2: 6,634 shares 6,634 $630K 0.03% +140 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,060 shares; 2026Q2: 11,297 shares 11,297 $627K 0.03% +5,237 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 274 shares 274 $623K 0.03% 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; 2024Q3: 6,880 shares; 2024Q4: 6,880 shares; 2025Q1: 6,460 shares; 2025Q2: 6,330 shares; 2025Q3: 6,330 shares; 2025Q4: 6,530 shares; 2026Q1: 6,177 shares; 2026Q2: 6,332 shares 6,332 $622K 0.03% +155 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,268 shares; 2024Q4: 6,853 shares; 2025Q1: 5,961 shares; 2025Q2: 5,961 shares; 2025Q3: 6,796 shares; 2025Q4: 6,731 shares; 2026Q1: 7,556 shares; 2026Q2: 7,906 shares 7,906 $617K 0.03% +350 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,724 shares; 2026Q1: 6,684 shares; 2026Q2: 6,855 shares 6,855 $615K 0.03% +171 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,875 shares; 2026Q2: 14,081 shares 14,081 $615K 0.03% +206 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,635 shares; 2025Q1: 8,639 shares; 2025Q2: 9,973 shares; 2025Q3: 10,190 shares; 2025Q4: 10,158 shares; 2026Q1: 16,938 shares; 2026Q2: 22,563 shares 22,563 $615K 0.03% +5,625 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629 shares; 2024Q4: 730 shares; 2025Q1: 576 shares; 2025Q2: 607 shares; 2025Q3: 622 shares; 2025Q4: 612 shares; 2026Q1: 1,223 shares; 2026Q2: 1,217 shares 1,217 $610K 0.03% -6 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,626 shares; 2025Q3: 10,931 shares; 2025Q4: 10,593 shares; 2026Q1: 10,859 shares; 2026Q2: 11,349 shares 11,349 $603K 0.03% +490 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,519 shares; 2026Q2: 51,219 shares 51,219 $600K 0.03% +11,700 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,294 shares; 2025Q3: 2,528 shares; 2025Q4: 2,701 shares; 2026Q1: 3,156 shares; 2026Q2: 5,356 shares 5,356 $599K 0.03% +2,200 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,810 shares; 2024Q4: 5,810 shares; 2025Q1: 5,681 shares; 2025Q2: 5,681 shares; 2025Q3: 5,808 shares; 2025Q4: 5,665 shares; 2026Q1: 5,665 shares; 2026Q2: 5,394 shares 5,394 $598K 0.03% -271 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,174 shares; 2024Q4: 2,366 shares; 2025Q1: 2,518 shares; 2025Q2: 2,676 shares; 2025Q3: 2,683 shares; 2025Q4: 2,674 shares; 2026Q1: 2,675 shares; 2026Q2: 2,677 shares 2,677 $596K 0.03% +2 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 96,013 shares; 2025Q1: 107,905 shares; 2025Q2: 114,162 shares; 2025Q3: 119,455 shares; 2025Q4: 20,595 shares; 2026Q1: 19,434 shares; 2026Q2: 19,736 shares 19,736 $592K 0.03% +302 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,587 shares; 2024Q4: 3,880 shares; 2025Q1: 3,665 shares; 2025Q2: 3,567 shares; 2025Q3: 3,546 shares; 2025Q4: 4,342 shares; 2026Q1: 4,337 shares; 2026Q2: 5,410 shares 5,410 $590K 0.03% +1,073 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,050 shares; 2024Q4: 9,766 shares; 2025Q1: 9,503 shares; 2025Q2: 8,019 shares; 2025Q3: 7,983 shares; 2025Q4: 7,964 shares; 2026Q1: 7,241 shares; 2026Q2: 7,162 shares 7,162 $590K 0.03% -79 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,196 shares; 2024Q4: 5,152 shares; 2025Q1: 5,646 shares; 2025Q2: 6,326 shares; 2025Q3: 6,258 shares; 2025Q4: 8,034 shares; 2026Q1: 5,609 shares; 2026Q2: 5,955 shares 5,955 $589K 0.03% +346 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,226 shares; 2024Q4: 8,925 shares; 2025Q1: 9,035 shares; 2025Q2: 9,043 shares; 2025Q3: 6,491 shares; 2025Q4: 6,331 shares; 2026Q1: 6,318 shares; 2026Q2: 6,342 shares 6,342 $581K 0.02% +24 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,793 shares; 2024Q4: 4,213 shares; 2025Q1: 4,423 shares; 2025Q2: 5,195 shares; 2025Q3: 5,395 shares; 2025Q4: 6,062 shares; 2026Q1: 9,335 shares; 2026Q2: 8,034 shares 8,034 $580K 0.02% -1,301 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,971 shares; 2024Q4: 6,419 shares; 2025Q1: 6,551 shares; 2025Q2: 6,453 shares; 2025Q3: 5,924 shares; 2025Q4: 5,762 shares; 2026Q1: 5,854 shares; 2026Q2: 6,270 shares 6,270 $578K 0.02% +416 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,327 shares; 2024Q4: 4,332 shares; 2025Q1: 4,574 shares; 2025Q2: 4,999 shares; 2025Q3: 5,000 shares; 2025Q4: 5,434 shares; 2026Q1: 5,477 shares; 2026Q2: 6,194 shares 6,194 $574K 0.02% +717 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,640 shares; 2024Q4: 10,596 shares; 2025Q1: 14,380 shares; 2025Q2: 11,912 shares; 2025Q3: 12,003 shares; 2025Q4: 12,640 shares; 2026Q1: 12,463 shares; 2026Q2: 12,055 shares 12,055 $573K 0.02% -408 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,437 shares; 2024Q4: 21,426 shares; 2025Q1: 25,208 shares; 2025Q2: 27,173 shares; 2025Q3: 27,792 shares; 2025Q4: 30,125 shares; 2026Q1: 27,826 shares; 2026Q2: 29,862 shares 29,862 $569K 0.02% +2,036 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,242 shares 11,242 $566K 0.02% new Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,125 shares; 2025Q1: 10,166 shares; 2025Q2: 10,901 shares; 2025Q3: 9,860 shares; 2025Q4: 10,394 shares; 2026Q1: 9,759 shares; 2026Q2: 9,759 shares 9,759 $565K 0.02% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,052 shares; 2024Q4: 3,288 shares; 2025Q1: 3,533 shares; 2025Q2: 4,346 shares; 2025Q3: 4,162 shares; 2025Q4: 4,846 shares; 2026Q1: 5,058 shares; 2026Q2: 9,984 shares 9,984 $561K 0.02% +4,926 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,575 shares; 2024Q4: 3,529 shares; 2025Q1: 3,760 shares; 2025Q2: 3,689 shares; 2025Q3: 3,632 shares; 2025Q4: 4,139 shares; 2026Q1: 4,139 shares; 2026Q2: 4,123 shares 4,123 $555K 0.02% -16 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,316 shares; 2025Q2: 1,216 shares; 2025Q3: 1,271 shares; 2025Q4: 1,257 shares; 2026Q1: 1,259 shares; 2026Q2: 6,303 shares 6,303 $554K 0.02% +5,044 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,620 shares; 2025Q3: 2,438 shares; 2025Q4: 8,423 shares; 2026Q1: 8,487 shares; 2026Q2: 12,145 shares 12,145 $551K 0.02% +3,658 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,496 shares; 2026Q2: 13,699 shares 13,699 $550K 0.02% +5,203 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,415 shares; 2024Q4: 13,745 shares; 2025Q1: 13,402 shares; 2025Q2: 13,410 shares; 2025Q3: 14,270 shares; 2025Q4: 14,281 shares; 2026Q1: 14,198 shares; 2026Q2: 13,508 shares 13,508 $549K 0.02% -690 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,989 shares; 2024Q4: 3,091 shares; 2025Q1: 2,792 shares; 2025Q2: 3,097 shares; 2025Q3: 2,470 shares; 2025Q4: 2,422 shares; 2026Q1: 2,676 shares; 2026Q2: 2,443 shares 2,443 $547K 0.02% -233 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,560 shares; 2025Q4: 5,840 shares; 2026Q1: 6,093 shares; 2026Q2: 10,665 shares 10,665 $547K 0.02% +4,572 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,090 shares; 2024Q4: 5,029 shares; 2025Q1: 5,624 shares; 2025Q2: 6,376 shares; 2025Q3: 6,125 shares; 2025Q4: 6,403 shares; 2026Q1: 10,634 shares; 2026Q2: 10,475 shares 10,475 $546K 0.02% -159 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,650 shares; 2024Q4: 15,400 shares; 2025Q1: 17,202 shares; 2025Q2: 18,854 shares; 2025Q3: 18,555 shares; 2025Q4: 18,256 shares; 2026Q1: 18,258 shares; 2026Q2: 16,259 shares 16,259 $541K 0.02% -1,999 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,937 shares; 2024Q4: 4,902 shares; 2025Q1: 4,844 shares; 2025Q2: 4,837 shares; 2025Q3: 4,839 shares; 2025Q4: 4,826 shares; 2026Q1: 4,688 shares; 2026Q2: 4,689 shares 4,689 $535K 0.02% +1 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,796 shares; 2024Q4: 1,803 shares; 2025Q1: 2,204 shares; 2025Q2: 1,857 shares; 2025Q3: 1,807 shares; 2025Q4: 1,808 shares; 2026Q1: 1,603 shares; 2026Q2: 1,686 shares 1,686 $535K 0.02% +83 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,822 shares; 2024Q4: 1,836 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,808 shares; 2025Q4: 1,773 shares; 2026Q1: 1,773 shares; 2026Q2: 1,554 shares 1,554 $535K 0.02% -219 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,914 shares; 2024Q4: 2,886 shares; 2025Q1: 2,847 shares; 2025Q2: 3,613 shares; 2025Q3: 4,114 shares; 2025Q4: 4,375 shares; 2026Q1: 5,116 shares; 2026Q2: 5,418 shares 5,418 $533K 0.02% +302 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; 2024Q3: 212,339 shares; 2024Q4: 226,826 shares; 2025Q1: 241,860 shares; 2025Q2: 116,056 shares; 2025Q3: 111,973 shares; 2025Q4: 105,823 shares; 2026Q1: 53,251 shares; 2026Q2: 12,156 shares 12,156 $530K 0.02% -41,095 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,994 shares; 2024Q4: 11,839 shares; 2025Q1: 13,779 shares; 2025Q2: 15,464 shares; 2025Q3: 15,646 shares; 2025Q4: 14,301 shares; 2026Q1: 15,083 shares; 2026Q2: 15,252 shares 15,252 $526K 0.02% +169 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,550 shares; 2025Q3: not reported; 2025Q4: 2,920 shares; 2026Q1: 3,425 shares; 2026Q2: 3,425 shares 3,425 $526K 0.02% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 505 shares; 2025Q3: 504 shares; 2025Q4: 511 shares; 2026Q1: 504 shares; 2026Q2: 504 shares 504 $525K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,119 shares; 2024Q4: 4,119 shares; 2025Q1: 4,407 shares; 2025Q2: 4,119 shares; 2025Q3: 4,120 shares; 2025Q4: 4,120 shares; 2026Q1: 4,151 shares; 2026Q2: 4,152 shares 4,152 $524K 0.02% +1 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,036 shares; 2026Q1: 6,385 shares; 2026Q2: 8,699 shares 8,699 $523K 0.02% +2,314 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: 1,890 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,096 shares; 2026Q2: 5,770 shares 5,770 $522K 0.02% +674 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,196 shares; 2024Q4: 5,164 shares; 2025Q1: 5,164 shares; 2025Q2: 5,439 shares; 2025Q3: 5,439 shares; 2025Q4: 5,439 shares; 2026Q1: 5,489 shares; 2026Q2: 5,489 shares 5,489 $519K 0.02% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,308 shares; 2024Q4: 5,308 shares; 2025Q1: 5,379 shares; 2025Q2: 5,379 shares; 2025Q3: 5,379 shares; 2025Q4: 5,379 shares; 2026Q1: 5,379 shares; 2026Q2: 5,379 shares 5,379 $518K 0.02% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,016 shares; 2026Q2: 2,730 shares 2,730 $518K 0.02% +714 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,237 shares; 2024Q4: 5,854 shares; 2025Q1: 5,859 shares; 2025Q2: 5,146 shares; 2025Q3: 4,982 shares; 2025Q4: 9,166 shares; 2026Q1: 9,581 shares; 2026Q2: 9,164 shares 9,164 $517K 0.02% -417 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,908 shares 6,908 $512K 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares; 2026Q1: 1,342 shares; 2026Q2: 1,375 shares 1,375 $510K 0.02% +33 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,361 shares; 2024Q4: 8,184 shares; 2025Q1: 8,188 shares; 2025Q2: 6,830 shares; 2025Q3: 7,013 shares; 2025Q4: 6,794 shares; 2026Q1: 7,017 shares; 2026Q2: 7,167 shares 7,167 $508K 0.02% +150 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,503 shares; 2024Q4: 9,539 shares; 2025Q1: 10,630 shares; 2025Q2: 10,255 shares; 2025Q3: 10,267 shares; 2025Q4: 10,009 shares; 2026Q1: 9,751 shares; 2026Q2: 9,691 shares 9,691 $508K 0.02% -60 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,881 shares; 2025Q2: 2,202 shares; 2025Q3: 2,442 shares; 2025Q4: 3,221 shares; 2026Q1: 3,270 shares; 2026Q2: 3,181 shares 3,181 $508K 0.02% -89 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $504K 0.02% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,933 shares; 2025Q3: 9,395 shares; 2025Q4: 16,133 shares; 2026Q1: 17,157 shares; 2026Q2: 17,093 shares 17,093 $503K 0.02% -64 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 252 shares 252 $499K 0.02% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,087 shares; 2025Q2: 2,248 shares; 2025Q3: 2,416 shares; 2025Q4: 2,480 shares; 2026Q1: 2,739 shares; 2026Q2: 3,799 shares 3,799 $493K 0.02% +1,060 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,308 shares; 2025Q4: 2,355 shares; 2026Q1: 2,496 shares; 2026Q2: 3,596 shares 3,596 $489K 0.02% +1,100 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,190 shares 8,190 $488K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,721 shares; 2025Q3: 6,685 shares; 2025Q4: 6,673 shares; 2026Q1: 6,717 shares; 2026Q2: 9,464 shares 9,464 $487K 0.02% +2,747 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,749 shares; 2024Q4: 31,907 shares; 2025Q1: 33,453 shares; 2025Q2: 31,189 shares; 2025Q3: 31,959 shares; 2025Q4: 31,433 shares; 2026Q1: 26,460 shares; 2026Q2: 26,212 shares 26,212 $486K 0.02% -248 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,298 shares; 2026Q2: 8,569 shares 8,569 $484K 0.02% +3,271 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,973 shares; 2025Q4: 3,052 shares; 2026Q1: 5,265 shares; 2026Q2: 5,170 shares 5,170 $483K 0.02% -95 Timeline