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: 10,930 shares; 2024Q4: 10,975 shares; 2025Q1: 4,785 shares; 2025Q2: 2,585 shares; 2025Q3: 3,040 shares; 2025Q4: 3,002 shares; 2026Q1: 41,600 shares; 2026Q2: 42,474 shares 42,474 $49M 3.17% +874 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: 104,645 shares; 2024Q4: 113,708 shares; 2025Q1: 116,963 shares; 2025Q2: 120,505 shares; 2025Q3: 120,576 shares; 2025Q4: 122,059 shares; 2026Q1: 124,213 shares; 2026Q2: 123,213 shares 123,213 $45.6M 2.95% -1,000 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,494 shares; 2024Q4: 169,355 shares; 2025Q1: 143,854 shares; 2025Q2: 152,686 shares; 2025Q3: 150,732 shares; 2025Q4: 149,193 shares; 2026Q1: 149,688 shares; 2026Q2: 148,659 shares 148,659 $43M 2.78% -1,029 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,178 shares; 2024Q4: 342,462 shares; 2025Q1: 339,834 shares; 2025Q2: 358,520 shares; 2025Q3: 364,710 shares; 2025Q4: 364,450 shares; 2026Q1: 351,590 shares; 2026Q2: 264,623 shares 264,623 $42.9M 2.77% -86,967 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,209 shares; 2024Q4: 154,010 shares; 2025Q1: 161,140 shares; 2025Q2: 171,090 shares; 2025Q3: 172,005 shares; 2025Q4: 145,177 shares; 2026Q1: 111,568 shares; 2026Q2: 98,204 shares 98,204 $42.6M 2.75% -13,364 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: 9,885 shares; 2024Q4: 23,890 shares; 2025Q1: 45,553 shares; 2025Q2: 53,070 shares; 2025Q3: 73,571 shares; 2025Q4: 73,976 shares; 2026Q1: 72,099 shares; 2026Q2: 70,786 shares 70,786 $33.8M 2.18% -1,313 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: 203,699 shares; 2024Q4: 190,130 shares; 2025Q1: 181,163 shares; 2025Q2: 181,581 shares; 2025Q3: 170,549 shares; 2025Q4: 167,435 shares; 2026Q1: 162,729 shares; 2026Q2: 160,987 shares 160,987 $32.2M 2.08% -1,742 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: 105,393 shares; 2024Q4: 105,267 shares; 2025Q1: 100,642 shares; 2025Q2: 104,849 shares; 2025Q3: 103,694 shares; 2025Q4: 98,048 shares; 2026Q1: 91,986 shares; 2026Q2: 89,364 shares 89,364 $31.9M 2.06% -2,622 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: 118,433 shares; 2024Q4: 112,800 shares; 2025Q1: 94,624 shares; 2025Q2: 88,178 shares; 2025Q3: 81,980 shares; 2025Q4: 78,047 shares; 2026Q1: 77,071 shares; 2026Q2: 75,692 shares 75,692 $28.6M 1.85% -1,379 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: 18,066 shares; 2024Q4: 19,103 shares; 2025Q1: 20,066 shares; 2025Q2: 21,695 shares; 2025Q3: 22,457 shares; 2025Q4: 21,579 shares; 2026Q1: 22,031 shares; 2026Q2: 23,746 shares 23,746 $28.5M 1.84% +1,715 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: 21,198 shares; 2024Q4: 20,724 shares; 2025Q1: 20,495 shares; 2025Q2: 21,807 shares; 2025Q3: 22,075 shares; 2025Q4: 22,149 shares; 2026Q1: 22,769 shares; 2026Q2: 22,878 shares 22,878 $25.9M 1.67% +109 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: 100,533 shares; 2024Q4: 99,371 shares; 2025Q1: 94,132 shares; 2025Q2: 97,880 shares; 2025Q3: 97,127 shares; 2025Q4: 99,246 shares; 2026Q1: 102,321 shares; 2026Q2: 102,237 shares 102,237 $24.4M 1.57% -84 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: 11,724 shares; 2024Q4: 6,948 shares; 2025Q1: 2,253 shares; 2025Q2: 573 shares; 2025Q3: 645 shares; 2025Q4: 7,635 shares; 2026Q1: 10,757 shares; 2026Q2: 11,722 shares 11,722 $23.3M 1.51% +965 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: 8,110 shares; 2024Q4: 16,784 shares; 2025Q1: 20,826 shares; 2025Q2: 23,845 shares; 2025Q3: 23,419 shares; 2025Q4: 23,233 shares; 2026Q1: 22,917 shares; 2026Q2: 22,975 shares 22,975 $23.2M 1.5% +58 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: 226,925 shares; 2024Q4: 235,802 shares; 2025Q1: 244,453 shares; 2025Q2: 251,522 shares; 2025Q3: 253,622 shares; 2025Q4: 251,552 shares; 2026Q1: 250,011 shares; 2026Q2: 248,671 shares 248,671 $22.4M 1.45% -1,340 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,785 shares; 2024Q4: 24,655 shares; 2025Q1: 23,157 shares; 2025Q2: 24,218 shares; 2025Q3: 23,969 shares; 2025Q4: 29,102 shares; 2026Q1: 32,503 shares; 2026Q2: 37,422 shares 37,422 $21.1M 1.36% +4,919 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: 14,684 shares; 2024Q4: 20,330 shares; 2025Q1: 22,769 shares; 2025Q2: 24,616 shares; 2025Q3: 25,724 shares; 2025Q4: 27,618 shares; 2026Q1: 28,283 shares; 2026Q2: 29,495 shares 29,495 $20.3M 1.31% +1,212 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,390 shares; 2024Q4: 37,096 shares; 2025Q1: 40,933 shares; 2025Q2: 43,459 shares; 2025Q3: 45,079 shares; 2025Q4: 40,244 shares; 2026Q1: 37,270 shares; 2026Q2: 39,211 shares 39,211 $20.2M 1.31% +1,941 Timeline MGC 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: 72,047 shares; 2024Q4: 70,961 shares; 2025Q1: 72,572 shares; 2025Q2: 72,287 shares; 2025Q3: 70,656 shares; 2025Q4: 69,845 shares; 2026Q1: 69,248 shares; 2026Q2: 67,196 shares 67,196 $18.4M 1.19% -2,052 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,419 shares; 2024Q4: 49,287 shares; 2025Q1: 51,430 shares; 2025Q2: 216,342 shares; 2025Q3: 209,139 shares; 2025Q4: 204,055 shares; 2026Q1: 212,091 shares; 2026Q2: 208,718 shares 208,718 $18.2M 1.17% -3,373 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: 18,111 shares; 2024Q4: 17,983 shares; 2025Q1: 17,077 shares; 2025Q2: 16,749 shares; 2025Q3: 15,251 shares; 2025Q4: 17,698 shares; 2026Q1: 18,032 shares; 2026Q2: 19,065 shares 19,065 $17.8M 1.15% +1,033 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: 73,431 shares; 2024Q4: 73,328 shares; 2025Q1: 72,978 shares; 2025Q2: 72,750 shares; 2025Q3: 72,271 shares; 2025Q4: 71,813 shares; 2026Q1: 71,337 shares; 2026Q2: 73,070 shares 73,070 $17.3M 1.12% +1,733 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: 55,831 shares; 2024Q4: 56,194 shares; 2025Q1: 26,869 shares; 2025Q2: 46,200 shares; 2025Q3: 45,866 shares; 2025Q4: 45,182 shares; 2026Q1: 44,509 shares; 2026Q2: 43,524 shares 43,524 $16.2M 1.05% -985 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,405 shares; 2024Q4: 15,055 shares; 2025Q1: 24,508 shares; 2025Q2: 119,075 shares; 2025Q3: 145,050 shares; 2025Q4: 164,138 shares; 2026Q1: 165,103 shares; 2026Q2: 166,361 shares 166,361 $15.6M 1.01% +1,258 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: 49,850 shares; 2024Q4: 55,597 shares; 2025Q1: 65,238 shares; 2025Q2: 82,745 shares; 2025Q3: 179,357 shares; 2025Q4: 239,446 shares; 2026Q1: 268,733 shares; 2026Q2: 287,899 shares 287,899 $14.2M 0.92% +19,166 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: 34,076 shares; 2024Q4: 37,328 shares; 2025Q1: 37,899 shares; 2025Q2: 38,619 shares; 2025Q3: 39,309 shares; 2025Q4: 41,055 shares; 2026Q1: 41,219 shares; 2026Q2: 164,559 shares 164,559 $13.3M 0.86% +123,340 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,918 shares; 2024Q4: 30,044 shares; 2025Q1: 29,639 shares; 2025Q2: 32,260 shares; 2025Q3: 33,058 shares; 2025Q4: 32,485 shares; 2026Q1: 32,071 shares; 2026Q2: 33,089 shares 33,089 $12.9M 0.83% +1,018 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: 195,936 shares; 2024Q4: 209,842 shares; 2025Q1: 211,351 shares; 2025Q2: 221,377 shares; 2025Q3: 209,953 shares; 2025Q4: 200,712 shares; 2026Q1: 204,630 shares; 2026Q2: 203,425 shares 203,425 $12.7M 0.82% -1,205 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,340 shares; 2024Q4: 93,381 shares; 2025Q1: 94,994 shares; 2025Q2: 96,856 shares; 2025Q3: 98,014 shares; 2025Q4: 91,970 shares; 2026Q1: 89,387 shares; 2026Q2: 87,794 shares 87,794 $12.5M 0.8% -1,593 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 131,150 shares; 2026Q1: 136,075 shares; 2026Q2: 231,695 shares 231,695 $12.1M 0.78% +95,620 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: 30,823 shares; 2024Q4: 31,131 shares; 2025Q1: 31,401 shares; 2025Q2: 29,374 shares; 2025Q3: 31,740 shares; 2025Q4: 32,009 shares; 2026Q1: 37,491 shares; 2026Q2: 46,952 shares 46,952 $12M 0.78% +9,461 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: 14,237 shares; 2024Q4: 14,100 shares; 2025Q1: 13,142 shares; 2025Q2: 14,367 shares; 2025Q3: 14,580 shares; 2025Q4: 14,550 shares; 2026Q1: 14,562 shares; 2026Q2: 15,051 shares 15,051 $11.1M 0.72% +489 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,020 shares; 2024Q4: 22,254 shares; 2025Q1: 20,980 shares; 2025Q2: 20,824 shares; 2025Q3: 22,157 shares; 2025Q4: 37,829 shares; 2026Q1: 49,423 shares; 2026Q2: 65,600 shares 65,600 $11M 0.71% +16,177 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,936 shares; 2024Q4: 35,837 shares; 2025Q1: 36,150 shares; 2025Q2: 36,523 shares; 2025Q3: 35,162 shares; 2025Q4: 34,244 shares; 2026Q1: 34,144 shares; 2026Q2: 31,881 shares 31,881 $10.8M 0.7% -2,263 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: 185,492 shares; 2024Q4: 560,298 shares; 2025Q1: 550,987 shares; 2025Q2: 527,677 shares; 2025Q3: 400,085 shares; 2025Q4: 367,440 shares; 2026Q1: 346,430 shares; 2026Q2: 339,120 shares 339,120 $10.8M 0.69% -7,310 Timeline JPEF 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: 92,950 shares; 2024Q4: 134,203 shares; 2025Q1: 136,202 shares; 2025Q2: 137,753 shares; 2025Q3: 140,892 shares; 2025Q4: 140,740 shares; 2026Q1: 139,217 shares; 2026Q2: 133,507 shares 133,507 $10.7M 0.69% -5,710 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,514 shares; 2024Q4: 58,480 shares; 2025Q1: 61,459 shares; 2025Q2: 80,780 shares; 2025Q3: 84,850 shares; 2025Q4: 101,749 shares; 2026Q1: 114,953 shares; 2026Q2: 116,659 shares 116,659 $10.4M 0.67% +1,706 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,924 shares; 2024Q4: 19,950 shares; 2025Q1: 23,061 shares; 2025Q2: 26,476 shares; 2025Q3: 26,623 shares; 2025Q4: 30,355 shares; 2026Q1: 33,655 shares; 2026Q2: 35,042 shares 35,042 $10.2M 0.66% +1,387 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: 12,489 shares; 2024Q4: 13,577 shares; 2025Q1: 13,484 shares; 2025Q2: 13,371 shares; 2025Q3: 13,547 shares; 2025Q4: 13,358 shares; 2026Q1: 13,435 shares; 2026Q2: 13,200 shares 13,200 $9.86M 0.64% -235 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: 79,498 shares; 2024Q4: 86,229 shares; 2025Q1: 89,600 shares; 2025Q2: 98,944 shares; 2025Q3: 108,125 shares; 2025Q4: 113,698 shares; 2026Q1: 115,817 shares; 2026Q2: 118,662 shares 118,662 $9.62M 0.62% +2,845 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: 26,577 shares; 2024Q4: 28,720 shares; 2025Q1: 29,513 shares; 2025Q2: 29,572 shares; 2025Q3: 29,780 shares; 2025Q4: 31,290 shares; 2026Q1: 31,304 shares; 2026Q2: 31,578 shares 31,578 $9.57M 0.62% +274 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: 26,878 shares; 2024Q4: 25,850 shares; 2025Q1: 27,963 shares; 2025Q2: 26,081 shares; 2025Q3: 32,266 shares; 2025Q4: 31,490 shares; 2026Q1: 34,703 shares; 2026Q2: 39,804 shares 39,804 $9.46M 0.61% +5,101 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: 19,999 shares; 2024Q4: 20,302 shares; 2025Q1: 19,713 shares; 2025Q2: 19,713 shares; 2025Q3: 19,895 shares; 2025Q4: 20,335 shares; 2026Q1: 20,340 shares; 2026Q2: 113,340 shares 113,340 $9.36M 0.6% +93,000 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: 116,756 shares; 2024Q4: 126,055 shares; 2025Q1: 138,895 shares; 2025Q2: 152,868 shares; 2025Q3: 169,183 shares; 2025Q4: 177,267 shares; 2026Q1: 196,567 shares; 2026Q2: 197,050 shares 197,050 $9.3M 0.6% +483 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: 26,906 shares; 2024Q4: 26,370 shares; 2025Q1: 24,044 shares; 2025Q2: 25,205 shares; 2025Q3: 25,187 shares; 2025Q4: 23,539 shares; 2026Q1: 23,763 shares; 2026Q2: 17,967 shares 17,967 $9.23M 0.6% -5,796 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: 52,983 shares; 2024Q4: 52,379 shares; 2025Q1: 55,356 shares; 2025Q2: 54,155 shares; 2025Q3: 55,441 shares; 2025Q4: 54,398 shares; 2026Q1: 42,220 shares; 2026Q2: 35,015 shares 35,015 $8.94M 0.58% -7,205 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: 100,513 shares; 2024Q4: 96,957 shares; 2025Q1: 92,955 shares; 2025Q2: 93,278 shares; 2025Q3: 91,807 shares; 2025Q4: 83,141 shares; 2026Q1: 82,514 shares; 2026Q2: 73,722 shares 73,722 $8.67M 0.56% -8,792 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: 7,425 shares; 2024Q4: 7,664 shares; 2025Q1: 5,974 shares; 2025Q2: 8,421 shares; 2025Q3: 8,275 shares; 2025Q4: 8,276 shares; 2026Q1: 8,006 shares; 2026Q2: 8,008 shares 8,008 $8.53M 0.55% +2 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: 35,249 shares; 2024Q4: 34,992 shares; 2025Q1: 33,306 shares; 2025Q2: 32,296 shares; 2025Q3: 34,183 shares; 2025Q4: 32,610 shares; 2026Q1: 34,923 shares; 2026Q2: 35,258 shares 35,258 $8.43M 0.54% +335 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: 144,946 shares; 2024Q4: 153,664 shares; 2025Q1: 157,816 shares; 2025Q2: 158,751 shares; 2025Q3: 157,351 shares; 2025Q4: 155,698 shares; 2026Q1: 161,747 shares; 2026Q2: 171,576 shares 171,576 $8.35M 0.54% +9,829 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,705 shares; 2024Q4: 15,575 shares; 2025Q1: 14,555 shares; 2025Q2: 13,955 shares; 2025Q3: 13,830 shares; 2025Q4: 13,670 shares; 2026Q1: 12,130 shares; 2026Q2: 11,380 shares 11,380 $8.19M 0.53% -750 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: 6,299 shares; 2024Q4: 6,532 shares; 2025Q1: 6,330 shares; 2025Q2: 7,830 shares; 2025Q3: 7,435 shares; 2025Q4: 9,340 shares; 2026Q1: 34,791 shares; 2026Q2: 77,181 shares 77,181 $7.98M 0.52% +42,390 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,931 shares; 2024Q4: 23,934 shares; 2025Q1: 23,929 shares; 2025Q2: 23,747 shares; 2025Q3: 24,068 shares; 2025Q4: 23,048 shares; 2026Q1: 22,929 shares; 2026Q2: 23,006 shares 23,006 $7.89M 0.51% +77 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,708 shares; 2024Q4: 125,125 shares; 2025Q1: 132,173 shares; 2025Q2: 169,408 shares; 2025Q3: 171,613 shares; 2025Q4: 169,455 shares; 2026Q1: 164,122 shares; 2026Q2: 166,531 shares 166,531 $7.51M 0.49% +2,409 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: 54,571 shares; 2024Q4: 60,521 shares; 2025Q1: 60,769 shares; 2025Q2: 58,056 shares; 2025Q3: 56,676 shares; 2025Q4: 42,687 shares; 2026Q1: 50,261 shares; 2026Q2: 49,390 shares 49,390 $7.33M 0.47% -871 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,030 shares; 2024Q4: 27,590 shares; 2025Q1: 22,140 shares; 2025Q2: 22,240 shares; 2025Q3: 20,040 shares; 2025Q4: 20,040 shares; 2026Q1: 19,732 shares; 2026Q2: 19,001 shares 19,001 $7.32M 0.47% -731 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,940 shares; 2024Q4: 127,224 shares; 2025Q1: 126,958 shares; 2025Q2: 105,724 shares; 2025Q3: 101,239 shares; 2025Q4: 98,339 shares; 2026Q1: 95,788 shares; 2026Q2: 95,093 shares 95,093 $7.27M 0.47% -695 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,137 shares; 2025Q3: 99,564 shares; 2025Q4: 107,822 shares; 2026Q1: 76,168 shares; 2026Q2: 69,417 shares 69,417 $7.1M 0.46% -6,751 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: 99,757 shares; 2024Q4: 105,072 shares; 2025Q1: 109,387 shares; 2025Q2: 104,524 shares; 2025Q3: 106,724 shares; 2025Q4: 109,544 shares; 2026Q1: 107,931 shares; 2026Q2: 112,720 shares 112,720 $6.85M 0.44% +4,789 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: 46,543 shares; 2024Q4: 47,460 shares; 2025Q1: 48,400 shares; 2025Q2: 48,467 shares; 2025Q3: 48,811 shares; 2025Q4: 49,186 shares; 2026Q1: 50,927 shares; 2026Q2: 51,089 shares 51,089 $6.53M 0.42% +162 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,910 shares; 2025Q1: 26,180 shares; 2025Q2: 25,885 shares; 2025Q3: 24,085 shares; 2025Q4: 26,555 shares; 2026Q1: 25,440 shares; 2026Q2: 23,610 shares 23,610 $6.33M 0.41% -1,830 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: 11,975 shares; 2024Q4: 13,225 shares; 2025Q1: 13,340 shares; 2025Q2: 13,365 shares; 2025Q3: 12,910 shares; 2025Q4: 12,790 shares; 2026Q1: 12,763 shares; 2026Q2: 12,604 shares 12,604 $6.31M 0.41% -159 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,325 shares; 2024Q4: 3,815 shares; 2025Q1: 23,464 shares; 2025Q2: 29,744 shares; 2025Q3: 30,609 shares; 2025Q4: 26,632 shares; 2026Q1: 26,820 shares; 2026Q2: 22,263 shares 22,263 $6.3M 0.41% -4,557 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,559 shares; 2024Q4: 14,559 shares; 2025Q1: 14,559 shares; 2025Q2: 14,559 shares; 2025Q3: 14,559 shares; 2025Q4: 14,606 shares; 2026Q1: 14,686 shares; 2026Q2: 14,588 shares 14,588 $6.22M 0.4% -98 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: 18,248 shares; 2024Q4: 17,779 shares; 2025Q1: 17,976 shares; 2025Q2: 18,274 shares; 2025Q3: 17,207 shares; 2025Q4: 17,218 shares; 2026Q1: 17,411 shares; 2026Q2: 17,591 shares 17,591 $6.22M 0.4% +180 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: 23,414 shares; 2024Q4: 23,305 shares; 2025Q1: 21,941 shares; 2025Q2: 21,514 shares; 2025Q3: 19,520 shares; 2025Q4: 19,250 shares; 2026Q1: 17,090 shares; 2026Q2: 15,883 shares 15,883 $5.6M 0.36% -1,207 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: not reported; 2024Q4: 4,278 shares; 2025Q1: 4,278 shares; 2025Q2: 8,176 shares; 2025Q3: 18,687 shares; 2025Q4: 27,454 shares; 2026Q1: 37,254 shares; 2026Q2: 60,054 shares 60,054 $5.36M 0.35% +22,800 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: 9,361 shares; 2024Q4: 9,232 shares; 2025Q1: 9,387 shares; 2025Q2: 9,725 shares; 2025Q3: 9,673 shares; 2025Q4: 9,802 shares; 2026Q1: 10,077 shares; 2026Q2: 62,073 shares 62,073 $5.35M 0.35% +51,996 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: 51,302 shares; 2024Q4: 48,078 shares; 2025Q1: 45,612 shares; 2025Q2: 45,912 shares; 2025Q3: 41,883 shares; 2025Q4: 38,885 shares; 2026Q1: 38,499 shares; 2026Q2: 94,472 shares 94,472 $5.31M 0.34% +55,973 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: 64,815 shares; 2024Q4: 67,611 shares; 2025Q1: 68,374 shares; 2025Q2: 65,975 shares; 2025Q3: 66,422 shares; 2025Q4: 66,811 shares; 2026Q1: 67,817 shares; 2026Q2: 67,817 shares 67,817 $5.23M 0.34% 0 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: 15,353 shares; 2025Q3: 70,754 shares; 2025Q4: 92,425 shares; 2026Q1: 106,821 shares; 2026Q2: 127,665 shares 127,665 $5.12M 0.33% +20,844 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,470 shares; 2025Q3: 102,470 shares; 2025Q4: 105,870 shares; 2026Q1: 102,470 shares; 2026Q2: 102,470 shares 102,470 $4.93M 0.32% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,557 shares; 2024Q4: 184,671 shares; 2025Q1: 184,089 shares; 2025Q2: 184,089 shares; 2025Q3: 184,089 shares; 2025Q4: 179,229 shares; 2026Q1: 179,109 shares; 2026Q2: 166,669 shares 166,669 $4.83M 0.31% -12,440 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: 5,189 shares; 2024Q4: 5,182 shares; 2025Q1: 5,082 shares; 2025Q2: 5,147 shares; 2025Q3: 5,113 shares; 2025Q4: 5,041 shares; 2026Q1: 5,035 shares; 2026Q2: 40,184 shares 40,184 $4.8M 0.31% +35,149 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: 77,767 shares; 2024Q4: 85,696 shares; 2025Q1: 85,019 shares; 2025Q2: 92,943 shares; 2025Q3: 98,566 shares; 2025Q4: 99,901 shares; 2026Q1: 108,781 shares; 2026Q2: 110,893 shares 110,893 $4.78M 0.31% +2,112 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: 62,060 shares; 2024Q4: 60,337 shares; 2025Q1: 61,646 shares; 2025Q2: 63,062 shares; 2025Q3: 64,233 shares; 2025Q4: 65,882 shares; 2026Q1: 64,730 shares; 2026Q2: 62,348 shares 62,348 $4.67M 0.3% -2,382 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: 23,104 shares; 2024Q4: 30,037 shares; 2025Q1: 28,370 shares; 2025Q2: 26,995 shares; 2025Q3: 28,113 shares; 2025Q4: 31,067 shares; 2026Q1: 31,936 shares; 2026Q2: 37,158 shares 37,158 $4.64M 0.3% +5,222 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: 44,386 shares; 2024Q4: 47,477 shares; 2025Q1: 45,456 shares; 2025Q2: 46,386 shares; 2025Q3: 40,842 shares; 2025Q4: 40,372 shares; 2026Q1: 40,612 shares; 2026Q2: 40,826 shares 40,826 $4.62M 0.3% +214 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,703 shares; 2024Q4: 20,050 shares; 2025Q1: 20,360 shares; 2025Q2: 18,776 shares; 2025Q3: 18,697 shares; 2025Q4: 18,313 shares; 2026Q1: 17,777 shares; 2026Q2: 18,804 shares 18,804 $4.47M 0.29% +1,027 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: 13,129 shares; 2024Q4: 16,520 shares; 2025Q1: 17,784 shares; 2025Q2: 17,981 shares; 2025Q3: 17,851 shares; 2025Q4: 17,815 shares; 2026Q1: 17,785 shares; 2026Q2: 17,475 shares 17,475 $4.44M 0.29% -310 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,571 shares; 2024Q4: 29,370 shares; 2025Q1: 30,702 shares; 2025Q2: 30,355 shares; 2025Q3: 29,462 shares; 2025Q4: 28,960 shares; 2026Q1: 28,301 shares; 2026Q2: 30,513 shares 30,513 $4.43M 0.29% +2,212 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: 18,801 shares; 2024Q4: 17,834 shares; 2025Q1: 19,214 shares; 2025Q2: 19,271 shares; 2025Q3: 19,197 shares; 2025Q4: 19,063 shares; 2026Q1: 18,788 shares; 2026Q2: 19,621 shares 19,621 $4.37M 0.28% +833 Timeline GSIE 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: 102,688 shares; 2024Q4: 79,491 shares; 2025Q1: 78,671 shares; 2025Q2: 85,235 shares; 2025Q3: 89,795 shares; 2025Q4: 93,612 shares; 2026Q1: 93,556 shares; 2026Q2: 93,342 shares 93,342 $4.27M 0.28% -214 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: 51,677 shares; 2024Q4: 51,877 shares; 2025Q1: 50,917 shares; 2025Q2: 50,883 shares; 2025Q3: 50,883 shares; 2025Q4: 50,883 shares; 2026Q1: 50,983 shares; 2026Q2: 50,558 shares 50,558 $4.11M 0.27% -425 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: 47,257 shares; 2024Q4: 46,503 shares; 2025Q1: 46,371 shares; 2025Q2: 45,742 shares; 2025Q3: 44,001 shares; 2025Q4: 43,943 shares; 2026Q1: 43,070 shares; 2026Q2: 41,786 shares 41,786 $4.03M 0.26% -1,284 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: 18,656 shares; 2024Q4: 18,120 shares; 2025Q1: 18,297 shares; 2025Q2: 17,650 shares; 2025Q3: 17,350 shares; 2025Q4: 16,420 shares; 2026Q1: 15,945 shares; 2026Q2: 15,802 shares 15,802 $3.98M 0.26% -143 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: 13,571 shares; 2024Q4: 15,061 shares; 2025Q1: 14,792 shares; 2025Q2: 14,330 shares; 2025Q3: 14,612 shares; 2025Q4: 14,315 shares; 2026Q1: 14,097 shares; 2026Q2: 13,050 shares 13,050 $3.92M 0.25% -1,047 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: 3,382 shares; 2024Q4: 3,667 shares; 2025Q1: 3,812 shares; 2025Q2: 3,667 shares; 2025Q3: 4,157 shares; 2025Q4: 4,157 shares; 2026Q1: 4,136 shares; 2026Q2: 5,364 shares 5,364 $3.88M 0.25% +1,228 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: 18,199 shares; 2024Q4: 18,199 shares; 2025Q1: 18,199 shares; 2025Q2: 18,199 shares; 2025Q3: 18,199 shares; 2025Q4: 47,225 shares; 2026Q1: 48,569 shares; 2026Q2: 50,759 shares 50,759 $3.78M 0.24% +2,190 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: 10,973 shares; 2024Q4: 10,405 shares; 2025Q1: 9,575 shares; 2025Q2: 7,461 shares; 2025Q3: 7,658 shares; 2025Q4: 8,028 shares; 2026Q1: 7,768 shares; 2026Q2: 7,530 shares 7,530 $3.78M 0.24% -238 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: 25,879 shares; 2024Q4: 25,765 shares; 2025Q1: 25,157 shares; 2025Q2: 25,554 shares; 2025Q3: 25,149 shares; 2025Q4: 24,702 shares; 2026Q1: 23,901 shares; 2026Q2: 23,148 shares 23,148 $3.69M 0.24% -753 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,094 shares; 2024Q4: 19,851 shares; 2025Q1: 20,256 shares; 2025Q2: 20,194 shares; 2025Q3: 20,100 shares; 2025Q4: 20,008 shares; 2026Q1: 20,380 shares; 2026Q2: 20,319 shares 20,319 $3.65M 0.24% -61 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: 12,054 shares; 2024Q4: 12,434 shares; 2025Q1: 12,294 shares; 2025Q2: 12,441 shares; 2025Q3: 11,973 shares; 2025Q4: 12,187 shares; 2026Q1: 10,948 shares; 2026Q2: 10,878 shares 10,878 $3.56M 0.23% -70 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: 59,341 shares; 2024Q4: 57,894 shares; 2025Q1: 56,868 shares; 2025Q2: 52,220 shares; 2025Q3: 41,233 shares; 2025Q4: 35,832 shares; 2026Q1: 33,939 shares; 2026Q2: 27,909 shares 27,909 $3.41M 0.22% -6,030 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,775 shares; 2024Q4: 44,440 shares; 2025Q1: 46,672 shares; 2025Q2: 44,648 shares; 2025Q3: 44,757 shares; 2025Q4: 44,439 shares; 2026Q1: 41,181 shares; 2026Q2: 45,124 shares 45,124 $3.35M 0.22% +3,943 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,026 shares; 2024Q4: 7,784 shares; 2025Q1: 8,151 shares; 2025Q2: 7,764 shares; 2025Q3: 7,543 shares; 2025Q4: 7,411 shares; 2026Q1: 7,675 shares; 2026Q2: 8,201 shares 8,201 $3.3M 0.21% +526 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,695 shares; 2024Q4: 26,396 shares; 2025Q1: 26,914 shares; 2025Q2: 26,895 shares; 2025Q3: 26,000 shares; 2025Q4: 25,886 shares; 2026Q1: 27,010 shares; 2026Q2: 28,677 shares 28,677 $3.19M 0.21% +1,667 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,400 shares; 2024Q4: 14,090 shares; 2025Q1: 10,510 shares; 2025Q2: 13,090 shares; 2025Q3: 10,040 shares; 2025Q4: 10,313 shares; 2026Q1: 10,323 shares; 2026Q2: 9,591 shares 9,591 $3.17M 0.2% -732 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: 20,188 shares; 2024Q4: 21,702 shares; 2025Q1: 21,862 shares; 2025Q2: 21,895 shares; 2025Q3: 20,988 shares; 2025Q4: 20,161 shares; 2026Q1: 20,332 shares; 2026Q2: 20,015 shares 20,015 $3.16M 0.2% -317 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: 78,388 shares; 2024Q4: 78,234 shares; 2025Q1: 75,021 shares; 2025Q2: 75,132 shares; 2025Q3: 70,216 shares; 2025Q4: 67,377 shares; 2026Q1: 67,043 shares; 2026Q2: 65,535 shares 65,535 $3.16M 0.2% -1,508 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,994 shares; 2024Q4: 61,544 shares; 2025Q1: 41,872 shares; 2025Q2: 39,176 shares; 2025Q3: 38,988 shares; 2025Q4: 38,377 shares; 2026Q1: 33,345 shares; 2026Q2: 34,442 shares 34,442 $3.14M 0.2% +1,097 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: 29,851 shares; 2024Q4: 29,881 shares; 2025Q1: 29,721 shares; 2025Q2: 29,765 shares; 2025Q3: 29,502 shares; 2025Q4: 28,750 shares; 2026Q1: 28,750 shares; 2026Q2: 28,370 shares 28,370 $3.13M 0.2% -380 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,203 shares; 2024Q4: 123,271 shares; 2025Q1: 135,542 shares; 2025Q2: 132,952 shares; 2025Q3: 133,875 shares; 2025Q4: 131,970 shares; 2026Q1: 131,089 shares; 2026Q2: 134,749 shares 134,749 $3.11M 0.2% +3,660 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,968 shares; 2025Q3: 20,860 shares; 2025Q4: 22,441 shares; 2026Q1: 40,944 shares; 2026Q2: 40,243 shares 40,243 $3.06M 0.2% -701 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: 22,973 shares; 2024Q4: 22,674 shares; 2025Q1: 27,360 shares; 2025Q2: 27,353 shares; 2025Q3: 26,956 shares; 2025Q4: 26,116 shares; 2026Q1: 26,203 shares; 2026Q2: 25,857 shares 25,857 $3.04M 0.2% -346 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: 52,355 shares; 2024Q4: 51,234 shares; 2025Q1: 53,746 shares; 2025Q2: 55,139 shares; 2025Q3: 55,381 shares; 2025Q4: 54,727 shares; 2026Q1: 53,190 shares; 2026Q2: 55,911 shares 55,911 $3.03M 0.2% +2,721 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,423 shares; 2024Q4: 11,407 shares; 2025Q1: 12,049 shares; 2025Q2: 11,923 shares; 2025Q3: 12,042 shares; 2025Q4: 11,824 shares; 2026Q1: 12,578 shares; 2026Q2: 13,328 shares 13,328 $3.02M 0.2% +750 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,266 shares 48,266 $3M 0.19% new 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: 10,756 shares; 2024Q4: 22,591 shares; 2025Q1: 22,786 shares; 2025Q2: 27,186 shares; 2025Q3: 27,796 shares; 2025Q4: 31,100 shares; 2026Q1: 31,270 shares; 2026Q2: 31,265 shares 31,265 $2.98M 0.19% -5 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: 9,319 shares; 2024Q4: 10,604 shares; 2025Q1: 10,188 shares; 2025Q2: 10,562 shares; 2025Q3: 10,564 shares; 2025Q4: 10,564 shares; 2026Q1: 10,384 shares; 2026Q2: 10,589 shares 10,589 $2.98M 0.19% +205 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359,497 shares; 2024Q4: 359,376 shares; 2025Q1: 354,570 shares; 2025Q2: 346,737 shares; 2025Q3: 247,069 shares; 2025Q4: 247,940 shares; 2026Q1: 137,179 shares; 2026Q2: 100,086 shares 100,086 $2.95M 0.19% -37,093 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: 68,068 shares; 2024Q4: 68,783 shares; 2025Q1: 66,763 shares; 2025Q2: 67,218 shares; 2025Q3: 67,163 shares; 2025Q4: 63,407 shares; 2026Q1: 63,132 shares; 2026Q2: 64,838 shares 64,838 $2.95M 0.19% +1,706 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,335 shares; 2025Q3: 56,665 shares; 2025Q4: 61,945 shares; 2026Q1: 68,945 shares; 2026Q2: 71,245 shares 71,245 $2.94M 0.19% +2,300 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: 3,207 shares; 2024Q4: 3,344 shares; 2025Q1: 3,438 shares; 2025Q2: 3,661 shares; 2025Q3: 4,206 shares; 2025Q4: 12,976 shares; 2026Q1: 17,949 shares; 2026Q2: 24,530 shares 24,530 $2.92M 0.19% +6,581 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,990 shares; 2024Q4: 46,125 shares; 2025Q1: 34,105 shares; 2025Q2: 33,380 shares; 2025Q3: 32,580 shares; 2025Q4: 29,609 shares; 2026Q1: 28,359 shares; 2026Q2: 23,685 shares 23,685 $2.92M 0.19% -4,674 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,913 shares; 2024Q4: 29,447 shares; 2025Q1: 30,339 shares; 2025Q2: 31,573 shares; 2025Q3: 31,784 shares; 2025Q4: 31,919 shares; 2026Q1: 32,655 shares; 2026Q2: 36,034 shares 36,034 $2.9M 0.19% +3,379 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,614 shares; 2024Q4: 17,760 shares; 2025Q1: 18,798 shares; 2025Q2: 21,706 shares; 2025Q3: 20,668 shares; 2025Q4: 19,976 shares; 2026Q1: 18,348 shares; 2026Q2: 19,042 shares 19,042 $2.81M 0.18% +694 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: 5,432 shares; 2024Q4: 5,612 shares; 2025Q1: 7,940 shares; 2025Q2: 8,608 shares; 2025Q3: 9,036 shares; 2025Q4: 8,759 shares; 2026Q1: 8,943 shares; 2026Q2: 8,122 shares 8,122 $2.79M 0.18% -821 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,988 shares; 2025Q3: 178,398 shares; 2025Q4: 181,998 shares; 2026Q1: 178,918 shares; 2026Q2: 189,803 shares 189,803 $2.78M 0.18% +10,885 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,773 shares; 2024Q4: 20,185 shares; 2025Q1: 28,359 shares; 2025Q2: 33,013 shares; 2025Q3: 35,453 shares; 2025Q4: 35,198 shares; 2026Q1: 56,409 shares; 2026Q2: 62,336 shares 62,336 $2.77M 0.18% +5,927 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,507 shares; 2026Q1: 11,529 shares; 2026Q2: 13,024 shares 13,024 $2.76M 0.18% +1,495 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: 41,531 shares; 2024Q4: 41,055 shares; 2025Q1: 22,198 shares; 2025Q2: 21,667 shares; 2025Q3: 21,144 shares; 2025Q4: 21,248 shares; 2026Q1: 21,181 shares; 2026Q2: 21,402 shares 21,402 $2.75M 0.18% +221 Timeline ICOW 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: 53,857 shares; 2024Q4: 55,827 shares; 2025Q1: 53,884 shares; 2025Q2: 55,393 shares; 2025Q3: 64,110 shares; 2025Q4: 64,574 shares; 2026Q1: 64,989 shares; 2026Q2: 65,877 shares 65,877 $2.74M 0.18% +888 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,118 shares; 2025Q4: 56,739 shares; 2026Q1: 61,837 shares; 2026Q2: 66,157 shares 66,157 $2.67M 0.17% +4,320 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,805 shares; 2026Q2: 51,785 shares 51,785 $2.66M 0.17% +33,980 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: 5,342 shares; 2024Q4: 5,337 shares; 2025Q1: 5,321 shares; 2025Q2: 5,340 shares; 2025Q3: 5,659 shares; 2025Q4: 6,056 shares; 2026Q1: 6,502 shares; 2026Q2: 8,652 shares 8,652 $2.65M 0.17% +2,150 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,233 shares; 2024Q4: 28,390 shares; 2025Q1: 29,905 shares; 2025Q2: 72,137 shares; 2025Q3: 100,255 shares; 2025Q4: 51,136 shares; 2026Q1: 32,857 shares; 2026Q2: 33,749 shares 33,749 $2.61M 0.17% +892 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: 9,157 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,041 shares; 2025Q3: 8,333 shares; 2025Q4: 8,234 shares; 2026Q1: 8,234 shares; 2026Q2: 8,232 shares 8,232 $2.46M 0.16% -2 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,642 shares; 2024Q4: 76,212 shares; 2025Q1: 82,468 shares; 2025Q2: 82,150 shares; 2025Q3: 82,754 shares; 2025Q4: 82,598 shares; 2026Q1: 82,602 shares; 2026Q2: 86,842 shares 86,842 $2.45M 0.16% +4,240 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: 11,775 shares; 2024Q4: 11,674 shares; 2025Q1: 8,549 shares; 2025Q2: 7,958 shares; 2025Q3: 7,958 shares; 2025Q4: 7,708 shares; 2026Q1: 7,435 shares; 2026Q2: 7,055 shares 7,055 $2.43M 0.16% -380 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: 13,152 shares; 2024Q4: 13,152 shares; 2025Q1: 13,052 shares; 2025Q2: 13,109 shares; 2025Q3: 13,109 shares; 2025Q4: 13,109 shares; 2026Q1: 13,417 shares; 2026Q2: 13,417 shares 13,417 $2.43M 0.16% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,210 shares; 2026Q1: 64,266 shares; 2026Q2: 69,986 shares 69,986 $2.42M 0.16% +5,720 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,001 shares; 2024Q4: 11,301 shares; 2025Q1: 11,817 shares; 2025Q2: 11,789 shares; 2025Q3: 11,508 shares; 2025Q4: 11,423 shares; 2026Q1: 15,684 shares; 2026Q2: 19,891 shares 19,891 $2.35M 0.15% +4,207 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,529 shares; 2024Q4: 6,470 shares; 2025Q1: 6,897 shares; 2025Q2: 7,187 shares; 2025Q3: 7,078 shares; 2025Q4: 6,944 shares; 2026Q1: 7,416 shares; 2026Q2: 8,012 shares 8,012 $2.34M 0.15% +596 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,376 shares; 2024Q4: 63,862 shares; 2025Q1: 56,174 shares; 2025Q2: 51,914 shares; 2025Q3: 49,062 shares; 2025Q4: 40,159 shares; 2026Q1: 38,914 shares; 2026Q2: 33,864 shares 33,864 $2.32M 0.15% -5,050 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: 16,176 shares; 2024Q4: 16,322 shares; 2025Q1: 16,263 shares; 2025Q2: 16,105 shares; 2025Q3: 15,964 shares; 2025Q4: 15,678 shares; 2026Q1: 15,213 shares; 2026Q2: 15,214 shares 15,214 $2.32M 0.15% +1 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: 88,915 shares; 2024Q4: 98,233 shares; 2025Q1: 102,055 shares; 2025Q2: 75,938 shares; 2025Q3: 71,769 shares; 2025Q4: 66,470 shares; 2026Q1: 54,869 shares; 2026Q2: 45,628 shares 45,628 $2.31M 0.15% -9,241 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,406 shares; 2024Q4: 50,260 shares; 2025Q1: 53,264 shares; 2025Q2: 52,824 shares; 2025Q3: 53,318 shares; 2025Q4: 52,938 shares; 2026Q1: 51,259 shares; 2026Q2: 56,392 shares 56,392 $2.31M 0.15% +5,133 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY 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: 84,447 shares; 2026Q2: 88,367 shares 88,367 $2.31M 0.15% +3,920 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,245 shares; 2024Q4: 8,866 shares; 2025Q1: 9,387 shares; 2025Q2: 9,360 shares; 2025Q3: 9,354 shares; 2025Q4: 9,459 shares; 2026Q1: 9,369 shares; 2026Q2: 9,604 shares 9,604 $2.29M 0.15% +235 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,028 shares; 2024Q4: 22,078 shares; 2025Q1: 22,934 shares; 2025Q2: 23,576 shares; 2025Q3: 23,381 shares; 2025Q4: 28,201 shares; 2026Q1: 28,938 shares; 2026Q2: 31,364 shares 31,364 $2.28M 0.15% +2,426 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: 5,513 shares; 2024Q4: 5,477 shares; 2025Q1: 5,428 shares; 2025Q2: 5,355 shares; 2025Q3: 5,367 shares; 2025Q4: 5,367 shares; 2026Q1: 5,334 shares; 2026Q2: 5,349 shares 5,349 $2.28M 0.15% +15 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,011 shares; 2025Q2: 79,650 shares; 2025Q3: 81,396 shares; 2025Q4: 82,038 shares; 2026Q1: 78,699 shares; 2026Q2: 85,921 shares 85,921 $2.27M 0.15% +7,222 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,882 shares; 2024Q4: 26,395 shares; 2025Q1: 28,037 shares; 2025Q2: 27,816 shares; 2025Q3: 27,306 shares; 2025Q4: 26,831 shares; 2026Q1: 27,317 shares; 2026Q2: 29,517 shares 29,517 $2.25M 0.15% +2,200 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,376 shares; 2024Q4: 11,595 shares; 2025Q1: 8,108 shares; 2025Q2: 7,618 shares; 2025Q3: 8,945 shares; 2025Q4: 9,500 shares; 2026Q1: 8,354 shares; 2026Q2: 6,575 shares 6,575 $2.24M 0.14% -1,779 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: 14,474 shares; 2024Q4: 15,153 shares; 2025Q1: 15,223 shares; 2025Q2: 15,338 shares; 2025Q3: 15,309 shares; 2025Q4: 14,654 shares; 2026Q1: 14,734 shares; 2026Q2: 14,193 shares 14,193 $2.22M 0.14% -541 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: 4,669 shares; 2024Q4: 4,611 shares; 2025Q1: 5,340 shares; 2025Q2: 5,019 shares; 2025Q3: 4,860 shares; 2025Q4: 5,207 shares; 2026Q1: 4,977 shares; 2026Q2: 5,188 shares 5,188 $2.18M 0.14% +211 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: 21,479 shares; 2024Q4: 21,264 shares; 2025Q1: 21,120 shares; 2025Q2: 22,725 shares; 2025Q3: 24,675 shares; 2025Q4: 24,915 shares; 2026Q1: 24,511 shares; 2026Q2: 25,969 shares 25,969 $2.17M 0.14% +1,458 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: 39,146 shares; 2024Q4: 38,596 shares; 2025Q1: 40,066 shares; 2025Q2: 39,498 shares; 2025Q3: 37,609 shares; 2025Q4: 38,889 shares; 2026Q1: 37,205 shares; 2026Q2: 42,846 shares 42,846 $2.17M 0.14% +5,641 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: 13,348 shares; 2024Q4: 15,468 shares; 2025Q1: 15,369 shares; 2025Q2: 14,759 shares; 2025Q3: 14,737 shares; 2025Q4: 14,737 shares; 2026Q1: 14,558 shares; 2026Q2: 14,657 shares 14,657 $2.15M 0.14% +99 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,739 shares; 2025Q2: 49,390 shares; 2025Q3: 50,013 shares; 2025Q4: 49,596 shares; 2026Q1: 59,435 shares; 2026Q2: 65,545 shares 65,545 $2.15M 0.14% +6,110 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: 16,553 shares; 2024Q4: 18,258 shares; 2025Q1: 17,821 shares; 2025Q2: 18,125 shares; 2025Q3: 17,744 shares; 2025Q4: 15,894 shares; 2026Q1: 15,830 shares; 2026Q2: 15,776 shares 15,776 $2.14M 0.14% -54 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: 14,430 shares; 2024Q4: 15,014 shares; 2025Q1: 15,787 shares; 2025Q2: 17,016 shares; 2025Q3: 17,597 shares; 2025Q4: 17,059 shares; 2026Q1: 16,593 shares; 2026Q2: 16,609 shares 16,609 $2.13M 0.14% +16 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: 15,978 shares; 2024Q4: 27,430 shares; 2025Q1: 31,470 shares; 2025Q2: 28,958 shares; 2025Q3: 51,041 shares; 2025Q4: 66,824 shares; 2026Q1: 75,219 shares; 2026Q2: 79,189 shares 79,189 $2.1M 0.14% +3,970 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,903 shares; 2024Q4: 96,164 shares; 2025Q1: 114,104 shares; 2025Q2: 181,459 shares; 2025Q3: 173,570 shares; 2025Q4: 178,680 shares; 2026Q1: 175,365 shares; 2026Q2: 191,895 shares 191,895 $2.09M 0.14% +16,530 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: 3,106 shares; 2026Q2: 14,089 shares 14,089 $2.09M 0.13% +10,983 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,316 shares; 2025Q4: 13,052 shares; 2026Q1: 21,515 shares; 2026Q2: 21,243 shares 21,243 $2.09M 0.13% -272 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,709 shares; 2024Q4: 3,035 shares; 2025Q1: 2,545 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,495 shares; 2026Q1: 2,661 shares; 2026Q2: 2,089 shares 2,089 $2.02M 0.13% -572 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: 5,483 shares; 2024Q4: 6,949 shares; 2025Q1: 9,343 shares; 2025Q2: 16,874 shares; 2025Q3: 21,057 shares; 2025Q4: 33,904 shares; 2026Q1: 38,591 shares; 2026Q2: 39,422 shares 39,422 $2.01M 0.13% +831 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,952 shares; 2024Q4: 93,302 shares; 2025Q1: 99,081 shares; 2025Q2: 90,252 shares; 2025Q3: 87,273 shares; 2025Q4: 80,975 shares; 2026Q1: 97,244 shares; 2026Q2: 118,809 shares 118,809 $2M 0.13% +21,565 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: 32,009 shares; 2024Q4: 30,028 shares; 2025Q1: 29,563 shares; 2025Q2: 29,512 shares; 2025Q3: 27,342 shares; 2025Q4: 23,421 shares; 2026Q1: 21,301 shares; 2026Q2: 20,974 shares 20,974 $1.97M 0.13% -327 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: 8,267 shares; 2024Q4: 8,937 shares; 2025Q1: 8,632 shares; 2025Q2: 9,103 shares; 2025Q3: 9,063 shares; 2025Q4: 8,481 shares; 2026Q1: 8,596 shares; 2026Q2: 8,881 shares 8,881 $1.96M 0.13% +285 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: not reported; 2024Q4: 11,225 shares; 2025Q1: 16,043 shares; 2025Q2: 20,978 shares; 2025Q3: 35,053 shares; 2025Q4: 46,148 shares; 2026Q1: 49,113 shares; 2026Q2: 47,758 shares 47,758 $1.96M 0.13% -1,355 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: 2,777 shares; 2024Q4: 3,756 shares; 2025Q1: 4,989 shares; 2025Q2: 5,433 shares; 2025Q3: 5,485 shares; 2025Q4: 5,966 shares; 2026Q1: 6,196 shares; 2026Q2: 5,734 shares 5,734 $1.94M 0.13% -462 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: 14,622 shares; 2024Q4: 16,250 shares; 2025Q1: 16,016 shares; 2025Q2: 16,838 shares; 2025Q3: 17,294 shares; 2025Q4: 17,385 shares; 2026Q1: 17,389 shares; 2026Q2: 17,633 shares 17,633 $1.93M 0.12% +244 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 13,993 shares 13,993 $1.91M 0.12% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,469 shares; 2024Q4: 15,003 shares; 2025Q1: 15,176 shares; 2025Q2: 16,279 shares; 2025Q3: 16,506 shares; 2025Q4: 17,703 shares; 2026Q1: 17,870 shares; 2026Q2: 17,944 shares 17,944 $1.91M 0.12% +74 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: 6,980 shares; 2024Q4: 6,744 shares; 2025Q1: 7,301 shares; 2025Q2: 7,446 shares; 2025Q3: 7,813 shares; 2025Q4: 7,792 shares; 2026Q1: 7,799 shares; 2026Q2: 8,731 shares 8,731 $1.9M 0.12% +932 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: 3,393 shares; 2024Q4: 3,493 shares; 2025Q1: 3,874 shares; 2025Q2: 3,174 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares; 2026Q1: 2,653 shares; 2026Q2: 2,613 shares 2,613 $1.86M 0.12% -40 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL 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: 33,976 shares; 2026Q2: 53,161 shares 53,161 $1.86M 0.12% +19,185 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: 4,299 shares; 2024Q4: 4,371 shares; 2025Q1: 5,455 shares; 2025Q2: 5,551 shares; 2025Q3: 5,463 shares; 2025Q4: 4,773 shares; 2026Q1: 4,783 shares; 2026Q2: 4,983 shares 4,983 $1.84M 0.12% +200 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,832 shares; 2024Q4: 25,143 shares; 2025Q1: 27,007 shares; 2025Q2: 26,937 shares; 2025Q3: 26,908 shares; 2025Q4: 26,114 shares; 2026Q1: 26,744 shares; 2026Q2: 28,442 shares 28,442 $1.83M 0.12% +1,698 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,699 shares; 2024Q4: 26,474 shares; 2025Q1: 27,825 shares; 2025Q2: 23,728 shares; 2025Q3: 22,599 shares; 2025Q4: 22,090 shares; 2026Q1: 23,006 shares; 2026Q2: 23,906 shares 23,906 $1.81M 0.12% +900 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: 57,927 shares; 2024Q4: 49,013 shares; 2025Q1: 25,698 shares; 2025Q2: 25,741 shares; 2025Q3: 25,637 shares; 2025Q4: 25,525 shares; 2026Q1: 25,265 shares; 2026Q2: 25,186 shares 25,186 $1.8M 0.12% -79 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: 6,679 shares; 2025Q1: 8,249 shares; 2025Q2: 9,589 shares; 2025Q3: 10,244 shares; 2025Q4: 10,895 shares; 2026Q1: 10,767 shares; 2026Q2: 11,144 shares 11,144 $1.8M 0.12% +377 Timeline QGRO 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: 3,312 shares; 2024Q4: 3,657 shares; 2025Q1: 4,737 shares; 2025Q2: 12,315 shares; 2025Q3: 16,618 shares; 2025Q4: 16,752 shares; 2026Q1: 17,077 shares; 2026Q2: 15,237 shares 15,237 $1.8M 0.12% -1,840 Timeline FNX 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: 14,612 shares; 2024Q4: 14,534 shares; 2025Q1: 14,533 shares; 2025Q2: 14,414 shares; 2025Q3: 12,467 shares; 2025Q4: 12,442 shares; 2026Q1: 12,217 shares; 2026Q2: 12,268 shares 12,268 $1.8M 0.12% +51 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,680 shares; 2024Q4: 27,859 shares; 2025Q1: 28,953 shares; 2025Q2: 28,378 shares; 2025Q3: 30,138 shares; 2025Q4: 32,247 shares; 2026Q1: 28,358 shares; 2026Q2: 35,443 shares 35,443 $1.79M 0.12% +7,085 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,370 shares; 2024Q4: 26,977 shares; 2025Q1: 30,220 shares; 2025Q2: 27,286 shares; 2025Q3: 26,330 shares; 2025Q4: 25,532 shares; 2026Q1: 22,925 shares; 2026Q2: 24,640 shares 24,640 $1.78M 0.12% +1,715 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: 2,015 shares; 2024Q4: 2,016 shares; 2025Q1: 2,041 shares; 2025Q2: 2,214 shares; 2025Q3: 2,204 shares; 2025Q4: 2,345 shares; 2026Q1: 2,307 shares; 2026Q2: 2,365 shares 2,365 $1.77M 0.11% +58 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,070 shares; 2024Q4: 10,545 shares; 2025Q1: 12,450 shares; 2025Q2: 14,210 shares; 2025Q3: 16,111 shares; 2025Q4: 17,833 shares; 2026Q1: 17,406 shares; 2026Q2: 18,323 shares 18,323 $1.77M 0.11% +917 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: 7,414 shares; 2024Q4: 8,149 shares; 2025Q1: 9,191 shares; 2025Q2: 9,665 shares; 2025Q3: 13,580 shares; 2025Q4: 17,119 shares; 2026Q1: 21,170 shares; 2026Q2: 28,661 shares 28,661 $1.76M 0.11% +7,491 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: 8,853 shares; 2024Q4: 9,056 shares; 2025Q1: 7,337 shares; 2025Q2: 8,156 shares; 2025Q3: 8,079 shares; 2025Q4: 7,822 shares; 2026Q1: 6,808 shares; 2026Q2: 6,509 shares 6,509 $1.76M 0.11% -299 Timeline CPAY CORPAY INC More: the full row for CORPAY 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: 5,150 shares 5,150 $1.72M 0.11% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,003 shares; 2026Q1: 22,837 shares; 2026Q2: 23,799 shares 23,799 $1.62M 0.1% +962 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,805 shares; 2025Q2: 2,644 shares; 2025Q3: 2,990 shares; 2025Q4: 2,970 shares; 2026Q1: 2,980 shares; 2026Q2: 2,960 shares 2,960 $1.6M 0.1% -20 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: 4,352 shares; 2025Q1: 5,506 shares; 2025Q2: 4,810 shares; 2025Q3: 4,872 shares; 2025Q4: 6,757 shares; 2026Q1: 9,146 shares; 2026Q2: 9,420 shares 9,420 $1.6M 0.1% +274 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,837 shares; 2024Q4: 25,652 shares; 2025Q1: 32,282 shares; 2025Q2: 28,824 shares; 2025Q3: 22,848 shares; 2025Q4: 14,972 shares; 2026Q1: 14,690 shares; 2026Q2: 10,650 shares 10,650 $1.58M 0.1% -4,040 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: 60,872 shares; 2024Q4: 41,834 shares; 2025Q1: 47,151 shares; 2025Q2: 49,161 shares; 2025Q3: 49,676 shares; 2025Q4: 52,380 shares; 2026Q1: 59,867 shares; 2026Q2: 66,133 shares 66,133 $1.57M 0.1% +6,266 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: 13,799 shares; 2025Q1: 14,400 shares; 2025Q2: 11,999 shares; 2025Q3: 11,044 shares; 2025Q4: 11,182 shares; 2026Q1: 10,887 shares; 2026Q2: 12,994 shares 12,994 $1.52M 0.1% +2,107 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: 2,403 shares; 2024Q4: 2,403 shares; 2025Q1: 2,403 shares; 2025Q2: 2,403 shares; 2025Q3: 2,403 shares; 2025Q4: 2,403 shares; 2026Q1: 2,403 shares; 2026Q2: 2,148 shares 2,148 $1.51M 0.1% -255 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: 8,136 shares; 2024Q4: 7,988 shares; 2025Q1: 7,790 shares; 2025Q2: 7,669 shares; 2025Q3: 7,669 shares; 2025Q4: 7,478 shares; 2026Q1: 7,355 shares; 2026Q2: 6,832 shares 6,832 $1.5M 0.1% -523 Timeline GCOW 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: 17,132 shares; 2024Q4: 19,752 shares; 2025Q1: 19,305 shares; 2025Q2: 22,964 shares; 2025Q3: 24,998 shares; 2025Q4: 26,308 shares; 2026Q1: 28,173 shares; 2026Q2: 34,449 shares 34,449 $1.49M 0.1% +6,276 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,007 shares; 2024Q4: 36,157 shares; 2025Q1: 38,951 shares; 2025Q2: 36,359 shares; 2025Q3: 34,525 shares; 2025Q4: 32,898 shares; 2026Q1: 35,633 shares; 2026Q2: 38,578 shares 38,578 $1.47M 0.09% +2,945 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: 6,403 shares; 2024Q4: 8,623 shares; 2025Q1: 8,520 shares; 2025Q2: 8,988 shares; 2025Q3: 8,989 shares; 2025Q4: 8,465 shares; 2026Q1: 8,466 shares; 2026Q2: 8,813 shares 8,813 $1.45M 0.09% +347 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: 15,784 shares; 2024Q4: 15,490 shares; 2025Q1: 15,680 shares; 2025Q2: 16,964 shares; 2025Q3: 16,964 shares; 2025Q4: 16,333 shares; 2026Q1: 16,520 shares; 2026Q2: 16,521 shares 16,521 $1.45M 0.09% +1 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: 32,599 shares; 2024Q4: 39,231 shares; 2025Q1: 42,239 shares; 2025Q2: 41,887 shares; 2025Q3: 31,066 shares; 2025Q4: 31,066 shares; 2026Q1: 34,014 shares; 2026Q2: 39,691 shares 39,691 $1.45M 0.09% +5,677 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,865 shares; 2024Q4: 6,676 shares; 2025Q1: 6,578 shares; 2025Q2: 6,814 shares; 2025Q3: 6,881 shares; 2025Q4: 7,673 shares; 2026Q1: 7,842 shares; 2026Q2: 7,799 shares 7,799 $1.44M 0.09% -43 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: 1,313 shares; 2024Q4: 1,320 shares; 2025Q1: 1,520 shares; 2025Q2: 1,491 shares; 2025Q3: 1,441 shares; 2025Q4: 1,581 shares; 2026Q1: 1,866 shares; 2026Q2: 1,866 shares 1,866 $1.42M 0.09% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,004 shares; 2024Q4: 38,007 shares; 2025Q1: 38,007 shares; 2025Q2: 38,007 shares; 2025Q3: 38,007 shares; 2025Q4: 38,007 shares; 2026Q1: 37,040 shares; 2026Q2: 37,985 shares 37,985 $1.37M 0.09% +945 Timeline TSPA 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: 6,863 shares; 2024Q4: 8,363 shares; 2025Q1: 9,104 shares; 2025Q2: 15,119 shares; 2025Q3: 15,119 shares; 2025Q4: 16,996 shares; 2026Q1: 27,608 shares; 2026Q2: 28,822 shares 28,822 $1.37M 0.09% +1,214 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 1,930 shares; 2025Q1: 7,022 shares; 2025Q2: 6,222 shares; 2025Q3: 5,822 shares; 2025Q4: 5,822 shares; 2026Q1: 5,722 shares; 2026Q2: 5,722 shares 5,722 $1.35M 0.09% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,770 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 2,699 shares; 2025Q4: 2,699 shares; 2026Q1: 2,658 shares; 2026Q2: 10,844 shares 10,844 $1.35M 0.09% +8,186 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: 5,971 shares; 2025Q3: 8,766 shares; 2025Q4: 12,297 shares; 2026Q1: 11,776 shares; 2026Q2: 13,115 shares 13,115 $1.32M 0.08% +1,339 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: 37,283 shares; 2024Q4: 38,320 shares; 2025Q1: 5,199 shares; 2025Q2: 4,194 shares; 2025Q3: 3,618 shares; 2025Q4: 3,703 shares; 2026Q1: 7,143 shares; 2026Q2: 7,693 shares 7,693 $1.3M 0.08% +550 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,195 shares; 2024Q4: 30,644 shares; 2025Q1: 30,669 shares; 2025Q2: 33,023 shares; 2025Q3: 37,347 shares; 2025Q4: 39,733 shares; 2026Q1: 41,878 shares; 2026Q2: 43,103 shares 43,103 $1.3M 0.08% +1,225 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: 16,821 shares; 2024Q4: 17,228 shares; 2025Q1: 17,962 shares; 2025Q2: 17,290 shares; 2025Q3: 19,481 shares; 2025Q4: 18,873 shares; 2026Q1: 22,605 shares; 2026Q2: 22,797 shares 22,797 $1.29M 0.08% +192 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,641 shares; 2025Q2: 5,497 shares; 2025Q3: 6,072 shares; 2025Q4: 6,123 shares; 2026Q1: 6,390 shares; 2026Q2: 6,789 shares 6,789 $1.27M 0.08% +399 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: 13,455 shares; 2024Q4: 12,707 shares; 2025Q1: 12,247 shares; 2025Q2: 11,669 shares; 2025Q3: 11,672 shares; 2025Q4: 10,774 shares; 2026Q1: 10,777 shares; 2026Q2: 10,779 shares 10,779 $1.26M 0.08% +2 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: 7,493 shares; 2024Q4: 7,032 shares; 2025Q1: 6,448 shares; 2025Q2: 6,939 shares; 2025Q3: 6,427 shares; 2025Q4: 6,564 shares; 2026Q1: 6,308 shares; 2026Q2: 6,381 shares 6,381 $1.26M 0.08% +73 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: 2,392 shares; 2024Q4: 2,382 shares; 2025Q1: 2,382 shares; 2025Q2: 2,282 shares; 2025Q3: 2,057 shares; 2025Q4: 1,977 shares; 2026Q1: 1,937 shares; 2026Q2: 1,987 shares 1,987 $1.26M 0.08% +50 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: 11,435 shares; 2024Q4: 9,396 shares; 2025Q1: 5,827 shares; 2025Q2: 7,251 shares; 2025Q3: 8,697 shares; 2025Q4: 8,140 shares; 2026Q1: 14,409 shares; 2026Q2: 17,569 shares 17,569 $1.25M 0.08% +3,160 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: not reported; 2024Q4: 7,968 shares; 2025Q1: 10,385 shares; 2025Q2: 16,281 shares; 2025Q3: 18,845 shares; 2025Q4: 18,414 shares; 2026Q1: 26,112 shares; 2026Q2: 30,968 shares 30,968 $1.24M 0.08% +4,856 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: 12,953 shares; 2026Q1: 6,560 shares; 2026Q2: 6,545 shares 6,545 $1.22M 0.08% -15 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 26,128 shares; 2025Q4: 29,974 shares; 2026Q1: 31,657 shares; 2026Q2: 31,926 shares 31,926 $1.22M 0.08% +269 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: 9,835 shares; 2024Q4: 36,785 shares; 2025Q1: 36,785 shares; 2025Q2: 36,785 shares; 2025Q3: 35,806 shares; 2025Q4: 35,806 shares; 2026Q1: 35,806 shares; 2026Q2: 35,806 shares 35,806 $1.21M 0.08% 0 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: 3,653 shares; 2024Q4: 2,663 shares; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,401 shares; 2025Q4: 2,392 shares; 2026Q1: 2,380 shares; 2026Q2: 2,316 shares 2,316 $1.21M 0.08% -64 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,852 shares; 2024Q4: 25,210 shares; 2025Q1: 25,225 shares; 2025Q2: 25,228 shares; 2025Q3: 25,164 shares; 2025Q4: 23,899 shares; 2026Q1: 23,012 shares; 2026Q2: 23,073 shares 23,073 $1.21M 0.08% +61 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: 6,059 shares; 2024Q4: 5,993 shares; 2025Q1: 2,093 shares; 2025Q2: 3,093 shares; 2025Q3: 2,943 shares; 2025Q4: 2,289 shares; 2026Q1: 2,369 shares; 2026Q2: 2,068 shares 2,068 $1.2M 0.08% -301 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: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,157 shares; 2025Q2: 3,086 shares; 2025Q3: 3,076 shares; 2025Q4: 3,023 shares; 2026Q1: 2,904 shares; 2026Q2: 2,904 shares 2,904 $1.19M 0.08% 0 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: 22,754 shares; 2024Q4: 43,818 shares; 2025Q1: 42,356 shares; 2025Q2: 41,679 shares; 2025Q3: 34,048 shares; 2025Q4: 33,032 shares; 2026Q1: 32,037 shares; 2026Q2: 32,137 shares 32,137 $1.19M 0.08% +100 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,798 shares; 2024Q4: 47,394 shares; 2025Q1: 47,395 shares; 2025Q2: 46,967 shares; 2025Q3: 46,578 shares; 2025Q4: 45,640 shares; 2026Q1: 45,641 shares; 2026Q2: 40,263 shares 40,263 $1.18M 0.08% -5,378 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,638 shares; 2024Q4: 4,562 shares; 2025Q1: 4,707 shares; 2025Q2: 4,587 shares; 2025Q3: 13,185 shares; 2025Q4: 14,079 shares; 2026Q1: 15,069 shares; 2026Q2: 18,970 shares 18,970 $1.18M 0.08% +3,901 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: 13,916 shares; 2024Q4: 13,916 shares; 2025Q1: 14,616 shares; 2025Q2: 15,016 shares; 2025Q3: 15,016 shares; 2025Q4: 15,016 shares; 2026Q1: 15,016 shares; 2026Q2: 15,824 shares 15,824 $1.14M 0.07% +808 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: 16,637 shares; 2024Q4: 16,271 shares; 2025Q1: 15,971 shares; 2025Q2: 15,871 shares; 2025Q3: 15,531 shares; 2025Q4: 14,031 shares; 2026Q1: 12,471 shares; 2026Q2: 12,471 shares 12,471 $1.13M 0.07% 0 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,784 shares 19,784 $1.11M 0.07% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,165 shares 10,165 $1.08M 0.07% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: 2,936 shares; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares; 2025Q3: 2,461 shares; 2025Q4: 2,483 shares; 2026Q1: 2,483 shares; 2026Q2: 3,095 shares 3,095 $1.06M 0.07% +612 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 14,005 shares; 2025Q4: 7,855 shares; 2026Q1: 7,055 shares; 2026Q2: 4,985 shares 4,985 $1.06M 0.07% -2,070 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,814 shares; 2024Q4: 7,568 shares; 2025Q1: 6,416 shares; 2025Q2: 5,941 shares; 2025Q3: 4,067 shares; 2025Q4: 4,017 shares; 2026Q1: 3,861 shares; 2026Q2: 3,861 shares 3,861 $1.04M 0.07% 0 Timeline FEX 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: 8,000 shares; 2024Q4: 7,824 shares; 2025Q1: 7,571 shares; 2025Q2: 7,571 shares; 2025Q3: 7,572 shares; 2025Q4: 7,573 shares; 2026Q1: 7,365 shares; 2026Q2: 7,365 shares 7,365 $1.03M 0.07% 0 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: 10,020 shares; 2024Q4: 9,755 shares; 2025Q1: 8,695 shares; 2025Q2: 8,710 shares; 2025Q3: 8,837 shares; 2025Q4: 9,162 shares; 2026Q1: 7,077 shares; 2026Q2: 6,977 shares 6,977 $1.02M 0.07% -100 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: 5,405 shares; 2024Q4: 5,418 shares; 2025Q1: 5,353 shares; 2025Q2: 5,153 shares; 2025Q3: 5,153 shares; 2025Q4: 4,523 shares; 2026Q1: 4,414 shares; 2026Q2: 4,414 shares 4,414 $988K 0.06% 0 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: 9,628 shares; 2024Q4: 9,517 shares; 2025Q1: 9,577 shares; 2025Q2: 10,577 shares; 2025Q3: 10,657 shares; 2025Q4: 10,657 shares; 2026Q1: 10,353 shares; 2026Q2: 10,403 shares 10,403 $988K 0.06% +50 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: 13,604 shares; 2024Q4: 11,875 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,373 shares; 2025Q4: 7,373 shares; 2026Q1: 8,208 shares; 2026Q2: 6,970 shares 6,970 $973K 0.06% -1,238 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: 2,518 shares; 2024Q4: 2,518 shares; 2025Q1: 2,518 shares; 2025Q2: 2,518 shares; 2025Q3: 2,526 shares; 2025Q4: 5,052 shares; 2026Q1: 5,052 shares; 2026Q2: 5,072 shares 5,072 $966K 0.06% +20 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: 16,967 shares; 2024Q4: 20,504 shares; 2025Q1: 20,699 shares; 2025Q2: 20,843 shares; 2025Q3: 20,849 shares; 2025Q4: 20,870 shares; 2026Q1: 20,851 shares; 2026Q2: 21,616 shares 21,616 $940K 0.06% +765 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: 2,538 shares; 2024Q4: 2,539 shares; 2025Q1: 2,533 shares; 2025Q2: 2,509 shares; 2025Q3: 2,510 shares; 2025Q4: 2,513 shares; 2026Q1: 2,514 shares; 2026Q2: 2,569 shares 2,569 $940K 0.06% +55 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: 14,040 shares; 2024Q4: 14,040 shares; 2025Q1: 14,040 shares; 2025Q2: 14,040 shares; 2025Q3: 14,393 shares; 2025Q4: 14,393 shares; 2026Q1: 16,593 shares; 2026Q2: 16,593 shares 16,593 $935K 0.06% 0 Timeline TDVG 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: 23,847 shares; 2024Q4: 23,847 shares; 2025Q1: 23,847 shares; 2025Q2: 23,847 shares; 2025Q3: 19,683 shares; 2025Q4: 19,683 shares; 2026Q1: 19,243 shares; 2026Q2: 18,957 shares 18,957 $929K 0.06% -286 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: 23,802 shares; 2024Q4: 15,255 shares; 2025Q1: 14,930 shares; 2025Q2: 18,834 shares; 2025Q3: 18,834 shares; 2025Q4: 17,360 shares; 2026Q1: 17,213 shares; 2026Q2: 17,875 shares 17,875 $926K 0.06% +662 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: 8,568 shares; 2024Q4: 9,158 shares; 2025Q1: 9,158 shares; 2025Q2: 8,838 shares; 2025Q3: 8,108 shares; 2025Q4: 12,794 shares; 2026Q1: 13,516 shares; 2026Q2: 17,218 shares 17,218 $914K 0.06% +3,702 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: 15,308 shares; 2024Q4: 15,408 shares; 2025Q1: 15,408 shares; 2025Q2: 14,518 shares; 2025Q3: 11,918 shares; 2025Q4: 11,718 shares; 2026Q1: 11,531 shares; 2026Q2: 8,771 shares 8,771 $912K 0.06% -2,760 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: 5,563 shares; 2024Q4: 5,474 shares; 2025Q1: 4,601 shares; 2025Q2: 5,367 shares; 2025Q3: 5,367 shares; 2025Q4: 5,367 shares; 2026Q1: 5,463 shares; 2026Q2: 5,463 shares 5,463 $906K 0.06% 0 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: 14,274 shares; 2024Q4: 14,417 shares; 2025Q1: 14,329 shares; 2025Q2: 13,547 shares; 2025Q3: 14,069 shares; 2025Q4: 14,245 shares; 2026Q1: 8,120 shares; 2026Q2: 5,736 shares 5,736 $899K 0.06% -2,384 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,240 shares; 2024Q4: 12,470 shares; 2025Q1: 12,612 shares; 2025Q2: 12,307 shares; 2025Q3: 12,032 shares; 2025Q4: 11,762 shares; 2026Q1: 10,095 shares; 2026Q2: 9,810 shares 9,810 $898K 0.06% -285 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: 5,709 shares; 2024Q4: 5,741 shares; 2025Q1: 10,201 shares; 2025Q2: 9,714 shares; 2025Q3: 9,714 shares; 2025Q4: 9,714 shares; 2026Q1: 9,714 shares; 2026Q2: 9,714 shares 9,714 $891K 0.06% 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: 4,091 shares; 2024Q4: 2,623 shares; 2025Q1: 2,623 shares; 2025Q2: 2,523 shares; 2025Q3: 2,523 shares; 2025Q4: 2,523 shares; 2026Q1: 2,523 shares; 2026Q2: 3,483 shares 3,483 $890K 0.06% +960 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: 44,084 shares; 2024Q4: 34,424 shares; 2025Q1: 36,577 shares; 2025Q2: 38,086 shares; 2025Q3: 36,131 shares; 2025Q4: 35,202 shares; 2026Q1: 35,164 shares; 2026Q2: 35,997 shares 35,997 $867K 0.06% +833 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,334 shares; 2024Q4: 3,559 shares; 2025Q1: 5,201 shares; 2025Q2: 5,176 shares; 2025Q3: 5,176 shares; 2025Q4: 5,176 shares; 2026Q1: 5,176 shares; 2026Q2: 5,176 shares 5,176 $838K 0.05% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,592 shares; 2025Q1: 12,186 shares; 2025Q2: 14,156 shares; 2025Q3: 15,143 shares; 2025Q4: 15,143 shares; 2026Q1: 15,144 shares; 2026Q2: 12,357 shares 12,357 $835K 0.05% -2,787 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: not reported; 2025Q3: 4,911 shares; 2025Q4: 6,329 shares; 2026Q1: 11,751 shares; 2026Q2: 11,757 shares 11,757 $824K 0.05% +6 Timeline RWL 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: 6,754 shares; 2024Q4: 6,359 shares; 2025Q1: 6,264 shares; 2025Q2: 6,268 shares; 2025Q3: 6,272 shares; 2025Q4: 6,276 shares; 2026Q1: 6,281 shares; 2026Q2: 6,285 shares 6,285 $803K 0.05% +4 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: 3,662 shares; 2024Q4: 4,262 shares; 2025Q1: 4,163 shares; 2025Q2: 4,142 shares; 2025Q3: 4,226 shares; 2025Q4: 4,226 shares; 2026Q1: 4,222 shares; 2026Q2: 4,222 shares 4,222 $801K 0.05% 0 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: 7,922 shares; 2024Q4: 7,729 shares; 2025Q1: 7,729 shares; 2025Q2: 7,512 shares; 2025Q3: 7,512 shares; 2025Q4: 7,512 shares; 2026Q1: 7,512 shares; 2026Q2: 6,052 shares 6,052 $800K 0.05% -1,460 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,485 shares; 2024Q4: 2,429 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares; 2025Q3: 2,356 shares; 2025Q4: 2,356 shares; 2026Q1: 2,356 shares; 2026Q2: 2,356 shares 2,356 $781K 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 682 shares; 2025Q4: 636 shares; 2026Q1: 694 shares; 2026Q2: 657 shares 657 $772K 0.05% -37 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: 5,397 shares; 2024Q4: 5,401 shares; 2025Q1: 5,241 shares; 2025Q2: 5,594 shares; 2025Q3: 5,596 shares; 2025Q4: 5,599 shares; 2026Q1: 5,600 shares; 2026Q2: 5,601 shares 5,601 $766K 0.05% +1 Timeline VOOV 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: 3,504 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,565 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,526 shares; 2026Q2: 3,489 shares 3,489 $765K 0.05% -37 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,385 shares; 2024Q4: 29,936 shares; 2025Q1: 29,936 shares; 2025Q2: 28,993 shares; 2025Q3: 29,238 shares; 2025Q4: 25,777 shares; 2026Q1: 24,872 shares; 2026Q2: 24,872 shares 24,872 $758K 0.05% 0 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 0.05% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 111 shares; 2025Q1: 218 shares; 2025Q2: 217 shares; 2025Q3: 188 shares; 2025Q4: 175 shares; 2026Q1: 174 shares; 2026Q2: 4,200 shares 4,200 $749K 0.05% +4,026 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: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,253 shares; 2025Q2: 3,253 shares; 2025Q3: 3,253 shares; 2025Q4: 3,253 shares; 2026Q1: 3,253 shares; 2026Q2: 3,253 shares 3,253 $725K 0.05% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,813 shares; 2025Q1: 19,132 shares; 2025Q2: 21,107 shares; 2025Q3: 14,746 shares; 2025Q4: 12,979 shares; 2026Q1: 12,213 shares; 2026Q2: 14,178 shares 14,178 $723K 0.05% +1,965 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: 13,708 shares; 2024Q4: 12,377 shares; 2025Q1: 12,138 shares; 2025Q2: 12,139 shares; 2025Q3: 13,352 shares; 2025Q4: 11,528 shares; 2026Q1: 11,528 shares; 2026Q2: 12,036 shares 12,036 $718K 0.05% +508 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,051 shares; 2025Q2: 6,889 shares; 2025Q3: 9,189 shares; 2025Q4: 9,489 shares; 2026Q1: 9,419 shares; 2026Q2: 9,419 shares 9,419 $711K 0.05% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,302 shares; 2025Q4: 36,797 shares; 2026Q1: 38,377 shares; 2026Q2: 25,462 shares 25,462 $704K 0.05% -12,915 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: 3,543 shares; 2024Q4: 3,294 shares; 2025Q1: 3,295 shares; 2025Q2: 3,295 shares; 2025Q3: 2,631 shares; 2025Q4: 2,444 shares; 2026Q1: 2,875 shares; 2026Q2: 2,886 shares 2,886 $701K 0.05% +11 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,165 shares; 2024Q4: 17,776 shares; 2025Q1: 16,592 shares; 2025Q2: 17,318 shares; 2025Q3: 16,752 shares; 2025Q4: 16,762 shares; 2026Q1: 13,871 shares; 2026Q2: 13,560 shares 13,560 $683K 0.04% -311 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,721 shares; 2024Q4: 9,094 shares; 2025Q1: 8,564 shares; 2025Q2: 7,954 shares; 2025Q3: 8,574 shares; 2025Q4: 8,574 shares; 2026Q1: 8,622 shares; 2026Q2: 8,742 shares 8,742 $678K 0.04% +120 Timeline NULG 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: 10,795 shares; 2024Q4: 10,795 shares; 2025Q1: 10,795 shares; 2025Q2: 10,750 shares; 2025Q3: 9,634 shares; 2025Q4: 9,634 shares; 2026Q1: 9,670 shares; 2026Q2: 5,719 shares 5,719 $669K 0.04% -3,951 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: not reported; 2025Q3: 13,041 shares; 2025Q4: 17,596 shares; 2026Q1: 17,965 shares; 2026Q2: 22,575 shares 22,575 $664K 0.04% +4,610 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,093 shares; 2026Q1: 2,189 shares; 2026Q2: 4,979 shares 4,979 $663K 0.04% +2,790 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: 1,550 shares; 2024Q4: 1,558 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 1,385 shares; 2025Q4: 1,270 shares; 2026Q1: 1,270 shares; 2026Q2: 1,270 shares 1,270 $659K 0.04% 0 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: 1,498 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares; 2026Q1: 1,498 shares; 2026Q2: 7,490 shares 7,490 $658K 0.04% +5,992 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,380 shares; 2024Q4: 11,508 shares; 2025Q1: 11,373 shares; 2025Q2: 11,373 shares; 2025Q3: 11,373 shares; 2025Q4: 11,373 shares; 2026Q1: 11,373 shares; 2026Q2: 11,373 shares 11,373 $658K 0.04% 0 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: 3,493 shares; 2024Q4: 3,493 shares; 2025Q1: 3,493 shares; 2025Q2: 3,493 shares; 2025Q3: 3,524 shares; 2025Q4: 3,524 shares; 2026Q1: 3,524 shares; 2026Q2: 3,524 shares 3,524 $653K 0.04% 0 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: 8,718 shares; 2024Q4: 20,382 shares; 2025Q1: 20,382 shares; 2025Q2: 20,382 shares; 2025Q3: 20,382 shares; 2025Q4: 20,004 shares; 2026Q1: 17,677 shares; 2026Q2: 17,677 shares 17,677 $652K 0.04% 0 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: 917 shares; 2024Q4: 1,025 shares; 2025Q1: 1,303 shares; 2025Q2: 1,187 shares; 2025Q3: 1,136 shares; 2025Q4: 12,021 shares; 2026Q1: 14,697 shares; 2026Q2: 9,009 shares 9,009 $643K 0.04% -5,688 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,323 shares; 2025Q1: 3,753 shares; 2025Q2: 5,744 shares; 2025Q3: 7,286 shares; 2025Q4: 7,287 shares; 2026Q1: 7,288 shares; 2026Q2: 7,121 shares 7,121 $640K 0.04% -167 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: 10,734 shares; 2024Q4: 10,734 shares; 2025Q1: 11,234 shares; 2025Q2: 11,254 shares; 2025Q3: 11,254 shares; 2025Q4: 11,029 shares; 2026Q1: 11,134 shares; 2026Q2: 11,134 shares 11,134 $634K 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,586 shares; 2025Q2: 1,486 shares; 2025Q3: 1,492 shares; 2025Q4: 1,552 shares; 2026Q1: 1,492 shares; 2026Q2: 1,572 shares 1,572 $625K 0.04% +80 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: 9,531 shares; 2026Q1: 9,397 shares; 2026Q2: 10,184 shares 10,184 $612K 0.04% +787 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 765 shares 765 $608K 0.04% -15 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: 1,695 shares; 2024Q4: 1,795 shares; 2025Q1: 1,749 shares; 2025Q2: 2,133 shares; 2025Q3: 1,963 shares; 2025Q4: 1,799 shares; 2026Q1: 1,667 shares; 2026Q2: 1,667 shares 1,667 $604K 0.04% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,115 shares; 2024Q4: 10,115 shares; 2025Q1: 10,115 shares; 2025Q2: 10,115 shares; 2025Q3: 8,981 shares; 2025Q4: 8,981 shares; 2026Q1: 8,981 shares; 2026Q2: 8,981 shares 8,981 $602K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,478 shares; 2025Q3: 6,615 shares; 2025Q4: 6,618 shares; 2026Q1: 6,487 shares; 2026Q2: 6,355 shares 6,355 $593K 0.04% -132 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: 4,917 shares; 2024Q4: 4,917 shares; 2025Q1: 5,107 shares; 2025Q2: 5,067 shares; 2025Q3: 5,017 shares; 2025Q4: 5,017 shares; 2026Q1: 5,217 shares; 2026Q2: 5,217 shares 5,217 $590K 0.04% 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: 8,374 shares; 2024Q4: 8,373 shares; 2025Q1: 8,373 shares; 2025Q2: 8,373 shares; 2025Q3: 8,359 shares; 2025Q4: 8,359 shares; 2026Q1: 8,336 shares; 2026Q2: 6,066 shares 6,066 $584K 0.04% -2,270 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: 7,307 shares; 2024Q4: 7,273 shares; 2025Q1: 7,274 shares; 2025Q2: 6,925 shares; 2025Q3: 6,926 shares; 2025Q4: 6,926 shares; 2026Q1: 6,912 shares; 2026Q2: 6,323 shares 6,323 $583K 0.04% -589 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: 1,738 shares; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: 1,738 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares; 2026Q2: 1,560 shares 1,560 $583K 0.04% 0 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: 2,987 shares; 2024Q4: 2,987 shares; 2025Q1: 2,469 shares; 2025Q2: 2,534 shares; 2025Q3: 2,349 shares; 2025Q4: 2,549 shares; 2026Q1: 2,389 shares; 2026Q2: 2,129 shares 2,129 $579K 0.04% -260 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,800 shares; 2024Q4: 5,931 shares; 2025Q1: 5,628 shares; 2025Q2: 5,628 shares; 2025Q3: 5,628 shares; 2025Q4: 5,679 shares; 2026Q1: 5,589 shares; 2026Q2: 5,539 shares 5,539 $576K 0.04% -50 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,942 shares; 2026Q1: 7,971 shares; 2026Q2: 12,998 shares 12,998 $569K 0.04% +5,027 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,873 shares; 2024Q4: 5,873 shares; 2025Q1: 5,683 shares; 2025Q2: 5,258 shares; 2025Q3: 5,413 shares; 2025Q4: 5,368 shares; 2026Q1: 5,304 shares; 2026Q2: 5,429 shares 5,429 $559K 0.04% +125 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 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: 2,269 shares 2,269 $559K 0.04% +369 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 280 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 1,850 shares 1,850 $558K 0.04% +1,665 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: 3,190 shares; 2024Q4: 3,190 shares; 2025Q1: 2,770 shares; 2025Q2: 2,710 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 2,523 shares; 2026Q2: 2,523 shares 2,523 $556K 0.04% 0 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: 9,355 shares; 2024Q4: 12,812 shares; 2025Q1: 11,558 shares; 2025Q2: 8,228 shares; 2025Q3: 6,244 shares; 2025Q4: 5,693 shares; 2026Q1: 6,212 shares; 2026Q2: 7,094 shares 7,094 $554K 0.04% +882 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,010 shares; 2024Q4: 12,829 shares; 2025Q1: 12,829 shares; 2025Q2: 12,829 shares; 2025Q3: 14,129 shares; 2025Q4: 14,129 shares; 2026Q1: 20,001 shares; 2026Q2: 20,291 shares 20,291 $552K 0.04% +290 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: 22,628 shares; 2024Q4: 22,709 shares; 2025Q1: 23,755 shares; 2025Q2: 4,718 shares; 2025Q3: 702 shares; 2025Q4: 619 shares; 2026Q1: 1,287 shares; 2026Q2: 1,294 shares 1,294 $538K 0.03% +7 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: 25,944 shares; 2024Q4: 25,085 shares; 2025Q1: 24,112 shares; 2025Q2: 24,354 shares; 2025Q3: 24,065 shares; 2025Q4: 23,819 shares; 2026Q1: 24,994 shares; 2026Q2: 25,891 shares 25,891 $536K 0.03% +897 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: 5,708 shares; 2024Q4: 5,833 shares; 2025Q1: 5,833 shares; 2025Q2: 5,833 shares; 2025Q3: 5,833 shares; 2025Q4: 5,635 shares; 2026Q1: 5,635 shares; 2026Q2: 5,535 shares 5,535 $534K 0.03% -100 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: 1,427 shares; 2024Q4: 1,442 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares; 2025Q4: 1,368 shares; 2026Q1: 1,368 shares; 2026Q2: 1,343 shares 1,343 $533K 0.03% -25 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,606 shares; 2024Q4: 2,606 shares; 2025Q1: 1,568 shares; 2025Q2: 1,669 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: 1,606 shares; 2026Q2: 1,606 shares 1,606 $530K 0.03% 0 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: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 3,445 shares; 2026Q1: 3,445 shares; 2026Q2: 5,520 shares 5,520 $528K 0.03% +2,075 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: 9,710 shares; 2024Q4: 8,860 shares; 2025Q1: 8,860 shares; 2025Q2: 8,860 shares; 2025Q3: 8,860 shares; 2025Q4: 7,999 shares; 2026Q1: 7,007 shares; 2026Q2: 7,007 shares 7,007 $525K 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,276 shares; 2024Q4: 2,283 shares; 2025Q1: 3,214 shares; 2025Q2: 3,221 shares; 2025Q3: 3,228 shares; 2025Q4: 3,228 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $520K 0.03% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,612 shares; 2024Q4: 5,422 shares; 2025Q1: 5,422 shares; 2025Q2: 5,422 shares; 2025Q3: 5,422 shares; 2025Q4: 5,422 shares; 2026Q1: 5,096 shares; 2026Q2: 5,156 shares 5,156 $516K 0.03% +60 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: 5,111 shares; 2024Q4: 5,350 shares; 2025Q1: 5,150 shares; 2025Q2: 5,350 shares; 2025Q3: 5,050 shares; 2025Q4: 5,050 shares; 2026Q1: 5,318 shares; 2026Q2: 5,318 shares 5,318 $509K 0.03% 0 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: 8,035 shares; 2024Q4: 7,531 shares; 2025Q1: 5,481 shares; 2025Q2: 3,631 shares; 2025Q3: 4,012 shares; 2025Q4: 4,012 shares; 2026Q1: 4,012 shares; 2026Q2: 4,012 shares 4,012 $507K 0.03% 0 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,940 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,177 shares; 2025Q3: 12,487 shares; 2025Q4: 12,707 shares; 2026Q1: 13,152 shares; 2026Q2: 14,342 shares 14,342 $499K 0.03% +1,190 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: 3,507 shares; 2024Q4: 3,507 shares; 2025Q1: 3,605 shares; 2025Q2: 3,585 shares; 2025Q3: 3,585 shares; 2025Q4: 3,585 shares; 2026Q1: 3,585 shares; 2026Q2: 3,585 shares 3,585 $493K 0.03% 0 Timeline FTSL 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: 11,665 shares; 2024Q4: 11,734 shares; 2025Q1: 11,705 shares; 2025Q2: 11,724 shares; 2025Q3: 11,957 shares; 2025Q4: 11,976 shares; 2026Q1: 11,458 shares; 2026Q2: 10,945 shares 10,945 $490K 0.03% -513 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,595 shares; 2025Q3: 3,215 shares; 2025Q4: 3,835 shares; 2026Q1: 3,835 shares; 2026Q2: 5,475 shares 5,475 $481K 0.03% +1,640 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,100 shares; 2025Q3: 8,400 shares; 2025Q4: 8,800 shares; 2026Q1: 8,800 shares; 2026Q2: 8,800 shares 8,800 $470K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,631 shares; 2024Q4: 21,881 shares; 2025Q1: 22,723 shares; 2025Q2: 21,858 shares; 2025Q3: 21,547 shares; 2025Q4: 21,120 shares; 2026Q1: 8,899 shares; 2026Q2: 4,770 shares 4,770 $469K 0.03% -4,129 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,375 shares; 2024Q4: 10,536 shares; 2025Q1: 9,375 shares; 2025Q2: 9,375 shares; 2025Q3: 9,293 shares; 2025Q4: 8,513 shares; 2026Q1: 8,513 shares; 2026Q2: 8,513 shares 8,513 $468K 0.03% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF 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: 11,500 shares; 2025Q4: 12,100 shares; 2026Q1: 12,100 shares; 2026Q2: 12,100 shares 12,100 $467K 0.03% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,600 shares; 2025Q4: 12,200 shares; 2026Q1: 12,200 shares; 2026Q2: 12,200 shares 12,200 $466K 0.03% 0 Timeline IOO 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: 3,160 shares; 2025Q3: 3,420 shares; 2025Q4: 3,420 shares; 2026Q1: 3,450 shares; 2026Q2: 3,360 shares 3,360 $459K 0.03% -90 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: 6,017 shares; 2024Q4: 6,342 shares; 2025Q1: 5,535 shares; 2025Q2: 5,735 shares; 2025Q3: 5,185 shares; 2025Q4: 5,185 shares; 2026Q1: 5,160 shares; 2026Q2: 4,712 shares 4,712 $454K 0.03% -448 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: not reported; 2025Q1: not reported; 2025Q2: 5,368 shares; 2025Q3: 6,364 shares; 2025Q4: 7,621 shares; 2026Q1: 7,628 shares; 2026Q2: 7,628 shares 7,628 $442K 0.03% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,815 shares; 2024Q4: 4,383 shares; 2025Q1: 4,383 shares; 2025Q2: 4,383 shares; 2025Q3: 4,468 shares; 2025Q4: 4,468 shares; 2026Q1: 4,072 shares; 2026Q2: 5,622 shares 5,622 $441K 0.03% +1,550 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,904 shares; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 2,797 shares; 2025Q3: 2,837 shares; 2025Q4: 2,837 shares; 2026Q1: 2,453 shares; 2026Q2: 2,488 shares 2,488 $440K 0.03% +35 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares; 2026Q2: 2,170 shares 2,170 $435K 0.03% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,021 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,023 shares; 2025Q3: 2,007 shares; 2025Q4: 2,944 shares; 2026Q1: 2,944 shares; 2026Q2: 2,630 shares 2,630 $432K 0.03% -314 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,485 shares; 2024Q4: 12,421 shares; 2025Q1: 9,961 shares; 2025Q2: 12,421 shares; 2025Q3: 12,421 shares; 2025Q4: 12,421 shares; 2026Q1: 11,661 shares; 2026Q2: 11,223 shares 11,223 $427K 0.03% -438 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: 3,920 shares; 2024Q4: 3,921 shares; 2025Q1: 3,921 shares; 2025Q2: 3,936 shares; 2025Q3: 3,936 shares; 2025Q4: 4,162 shares; 2026Q1: 3,950 shares; 2026Q2: 4,102 shares 4,102 $426K 0.03% +152 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: not reported; 2026Q1: 4,502 shares; 2026Q2: 6,025 shares 6,025 $422K 0.03% +1,523 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,875 shares; 2024Q4: 2,875 shares; 2025Q1: not reported; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,640 shares 4,640 $417K 0.03% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: 1,008 shares; 2025Q1: 1,051 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares; 2026Q1: 928 shares; 2026Q2: 1,000 shares 1,000 $415K 0.03% +72 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,257 shares; 2024Q4: 4,122 shares; 2025Q1: 4,122 shares; 2025Q2: 4,122 shares; 2025Q3: 4,192 shares; 2025Q4: 4,192 shares; 2026Q1: 3,760 shares; 2026Q2: 3,815 shares 3,815 $415K 0.03% +55 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,249 shares; 2025Q4: 1,424 shares; 2026Q1: 1,399 shares; 2026Q2: 1,539 shares 1,539 $414K 0.03% +140 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,832 shares; 2024Q4: 3,868 shares; 2025Q1: 3,868 shares; 2025Q2: 3,868 shares; 2025Q3: 3,908 shares; 2025Q4: 3,908 shares; 2026Q1: 4,587 shares; 2026Q2: 4,397 shares 4,397 $413K 0.03% -190 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: 3,243 shares; 2024Q4: 3,543 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 2,778 shares; 2025Q4: 2,778 shares; 2026Q1: 2,875 shares; 2026Q2: 2,875 shares 2,875 $412K 0.03% 0 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,737 shares; 2024Q4: 4,808 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares; 2025Q3: 4,318 shares; 2025Q4: 4,318 shares; 2026Q1: 4,318 shares; 2026Q2: 4,318 shares 4,318 $409K 0.03% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,065 shares; 2024Q4: 3,555 shares; 2025Q1: 3,555 shares; 2025Q2: 3,555 shares; 2025Q3: 3,555 shares; 2025Q4: 3,555 shares; 2026Q1: 3,555 shares; 2026Q2: 3,711 shares 3,711 $409K 0.03% +156 Timeline BD - Vanguard Mega Cap ETF … BD - Vanguard Mega Cap ETF 529F More: the full row for BD - Vanguard Mega Cap ETF 529F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,972 shares 5,972 $407K 0.03% new DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,603 shares; 2024Q4: 1,538 shares; 2025Q1: 1,538 shares; 2025Q2: 1,538 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,378 shares; 2026Q2: 1,823 shares 1,823 $406K 0.03% +445 Timeline Microport Scientific Corp. Microport Scientific Corp. More: the full row for Microport Scientific Corp. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,000 shares; 2024Q4: 504,670 shares; 2025Q1: 504,670 shares; 2025Q2: 504,670 shares; 2025Q3: 504,670 shares; 2025Q4: 504,670 shares; 2026Q1: 504,670 shares; 2026Q2: 504,670 shares 504,670 $397K 0.03% 0 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: 4,130 shares; 2025Q1: 4,130 shares; 2025Q2: 4,130 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,816 shares 7,816 $396K 0.03% new Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,684 shares 9,684 $396K 0.03% new 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: 5,845 shares; 2024Q4: 4,945 shares; 2025Q1: 4,945 shares; 2025Q2: 4,945 shares; 2025Q3: 4,945 shares; 2025Q4: not reported; 2026Q1: 7,263 shares; 2026Q2: 7,453 shares 7,453 $392K 0.03% +190 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289 shares; 2024Q4: 239 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 227 shares; 2026Q2: 230 shares 230 $390K 0.03% +3 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: 7,551 shares; 2024Q4: 7,551 shares; 2025Q1: 7,509 shares; 2025Q2: 7,509 shares; 2025Q3: 7,509 shares; 2025Q4: 7,509 shares; 2026Q1: 8,405 shares; 2026Q2: 8,180 shares 8,180 $389K 0.03% -225 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,595 shares; 2025Q1: 2,320 shares; 2025Q2: 2,130 shares; 2025Q3: 2,155 shares; 2025Q4: 2,155 shares; 2026Q1: 2,155 shares; 2026Q2: 2,155 shares 2,155 $385K 0.02% 0 Timeline HERD 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: 8,070 shares; 2024Q4: 8,070 shares; 2025Q1: 8,076 shares; 2025Q2: 8,079 shares; 2025Q3: 8,082 shares; 2025Q4: 8,082 shares; 2026Q1: 8,103 shares; 2026Q2: 8,103 shares 8,103 $381K 0.02% 0 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,061 shares 8,061 $380K 0.02% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $378K 0.02% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,057 shares; 2026Q2: 21,057 shares 21,057 $378K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,165 shares; 2025Q2: 1,365 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares; 2026Q2: 1,165 shares 1,165 $366K 0.02% 0 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: 2,086 shares; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,253 shares; 2026Q1: 2,338 shares; 2026Q2: 2,674 shares 2,674 $366K 0.02% +336 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,420 shares; 2026Q1: 10,476 shares; 2026Q2: 10,476 shares 10,476 $363K 0.02% 0 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: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390 $351K 0.02% 0 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,445 shares; 2024Q4: 2,345 shares; 2025Q1: 2,345 shares; 2025Q2: 2,345 shares; 2025Q3: 2,385 shares; 2025Q4: 2,385 shares; 2026Q1: 2,116 shares; 2026Q2: 2,156 shares 2,156 $347K 0.02% +40 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: 5,972 shares; 2024Q4: 6,407 shares; 2025Q1: 6,357 shares; 2025Q2: 6,532 shares; 2025Q3: 6,532 shares; 2025Q4: 6,363 shares; 2026Q1: 6,363 shares; 2026Q2: 6,019 shares 6,019 $347K 0.02% -344 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,587 shares; 2025Q3: 1,587 shares; 2025Q4: 1,837 shares; 2026Q1: 3,003 shares; 2026Q2: 1,503 shares 1,503 $345K 0.02% -1,500 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: 1,344 shares; 2024Q4: not reported; 2025Q1: 1,344 shares; 2025Q2: 1,344 shares; 2025Q3: 1,344 shares; 2025Q4: 1,394 shares; 2026Q1: 1,414 shares; 2026Q2: 1,414 shares 1,414 $343K 0.02% 0 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: 8,133 shares; 2024Q4: 8,291 shares; 2025Q1: 7,742 shares; 2025Q2: 7,955 shares; 2025Q3: 7,942 shares; 2025Q4: 6,899 shares; 2026Q1: 6,879 shares; 2026Q2: 8,018 shares 8,018 $339K 0.02% +1,139 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 2,030 shares; 2026Q1: 2,175 shares; 2026Q2: 2,175 shares 2,175 $337K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,831 shares; 2025Q2: not reported; 2025Q3: 766 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,060 shares 1,060 $337K 0.02% new Timeline FBT 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: 2,160 shares; 2024Q4: 1,885 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares; 2026Q2: 1,340 shares 1,340 $332K 0.02% 0 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: 2,365 shares; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 1,845 shares; 2025Q3: 1,898 shares; 2025Q4: 1,963 shares; 2026Q1: 2,138 shares; 2026Q2: 2,085 shares 2,085 $331K 0.02% -53 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: 870 shares; 2024Q4: 822 shares; 2025Q1: 783 shares; 2025Q2: 784 shares; 2025Q3: 739 shares; 2025Q4: 591 shares; 2026Q1: 647 shares; 2026Q2: 647 shares 647 $329K 0.02% 0 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: 2,190 shares; 2024Q4: 2,190 shares; 2025Q1: 2,423 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares; 2025Q4: 2,416 shares; 2026Q1: 2,590 shares; 2026Q2: 2,590 shares 2,590 $328K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,902 shares; 2024Q4: 236,190 shares; 2025Q1: 234,313 shares; 2025Q2: 192,895 shares; 2025Q3: 138,300 shares; 2025Q4: 115,109 shares; 2026Q1: 58,969 shares; 2026Q2: 9,534 shares 9,534 $324K 0.02% -49,435 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 8,450 shares 8,450 $324K 0.02% +1,450 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,074 shares; 2024Q4: 5,149 shares; 2025Q1: 4,291 shares; 2025Q2: 4,319 shares; 2025Q3: 3,819 shares; 2025Q4: 3,819 shares; 2026Q1: 3,819 shares; 2026Q2: 3,819 shares 3,819 $323K 0.02% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,678 shares; 2024Q4: 17,947 shares; 2025Q1: 17,947 shares; 2025Q2: 17,947 shares; 2025Q3: 18,247 shares; 2025Q4: 18,247 shares; 2026Q1: 15,342 shares; 2026Q2: 16,227 shares 16,227 $323K 0.02% +885 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: 1,433 shares 1,433 $321K 0.02% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,873 shares; 2024Q4: 3,513 shares; 2025Q1: 3,513 shares; 2025Q2: 3,513 shares; 2025Q3: 3,525 shares; 2025Q4: 6,302 shares; 2026Q1: 6,303 shares; 2026Q2: 6,292 shares 6,292 $320K 0.02% -11 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: 6,705 shares; 2025Q4: 6,705 shares; 2026Q1: 7,525 shares; 2026Q2: 7,525 shares 7,525 $319K 0.02% 0 Timeline VEOEY VEOLIA ENVIRONNEMENT-ADR More: the full row for VEOLIA ENVIRONNEMENT-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,150 shares; 2024Q4: 16,455 shares; 2025Q1: 16,455 shares; 2025Q2: 16,455 shares; 2025Q3: 16,745 shares; 2025Q4: 16,745 shares; 2026Q1: 15,002 shares; 2026Q2: 15,292 shares 15,292 $318K 0.02% +290 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: 1,433 shares 1,433 $317K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,825 shares; 2025Q1: 1,755 shares; 2025Q2: 1,872 shares; 2025Q3: 1,833 shares; 2025Q4: 1,508 shares; 2026Q1: 1,508 shares; 2026Q2: 1,508 shares 1,508 $315K 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,264 shares; 2024Q4: 2,158 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,198 shares; 2025Q4: 2,198 shares; 2026Q1: 1,967 shares; 2026Q2: 2,007 shares 2,007 $315K 0.02% +40 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,200 shares 2,200 $313K 0.02% new Timeline FMB 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: 6,257 shares; 2024Q4: 9,964 shares; 2025Q1: 9,964 shares; 2025Q2: 9,964 shares; 2025Q3: 9,964 shares; 2025Q4: 6,064 shares; 2026Q1: 6,064 shares; 2026Q2: 6,064 shares 6,064 $312K 0.02% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,386 shares; 2024Q4: 2,386 shares; 2025Q1: 2,386 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares; 2025Q4: 2,386 shares; 2026Q1: 2,386 shares; 2026Q2: 2,386 shares 2,386 $311K 0.02% 0 Timeline BD - Vanguard FTSE Develope… BD - Vanguard FTSE Developed Mkts… More: the full row for BD - Vanguard FTSE Developed Mkts 529F 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: 10,331 shares 10,331 $311K 0.02% new IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares; 2026Q2: 2,100 shares 2,100 $307K 0.02% +47 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,812 shares; 2024Q4: 55,394 shares; 2025Q1: 50,228 shares; 2025Q2: 51,421 shares; 2025Q3: 17,197 shares; 2025Q4: 6,818 shares; 2026Q1: 6,268 shares; 2026Q2: 6,268 shares 6,268 $307K 0.02% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,040 shares; 2026Q1: 3,591 shares; 2026Q2: 4,036 shares 4,036 $307K 0.02% +445 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,835 shares; 2025Q4: 6,170 shares; 2026Q1: 6,670 shares; 2026Q2: 6,756 shares 6,756 $306K 0.02% +86 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,823 shares 5,823 $305K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,194 shares; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares; 2025Q4: 2,194 shares; 2026Q1: 2,194 shares; 2026Q2: 2,588 shares 2,588 $302K 0.02% +394 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,573 shares; 2024Q4: 5,573 shares; 2025Q1: 5,573 shares; 2025Q2: 5,573 shares; 2025Q3: 4,591 shares; 2025Q4: 4,591 shares; 2026Q1: 4,591 shares; 2026Q2: 4,444 shares 4,444 $301K 0.02% -147 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,547 shares; 2025Q4: 2,485 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550 $299K 0.02% 0 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: 623 shares; 2024Q4: 583 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 583 shares; 2025Q4: 583 shares; 2026Q1: 583 shares; 2026Q2: 583 shares 583 $297K 0.02% 0 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: 1,910 shares; 2024Q4: 2,178 shares; 2025Q1: 1,961 shares; 2025Q2: 1,961 shares; 2025Q3: 1,284 shares; 2025Q4: 1,187 shares; 2026Q1: 1,187 shares; 2026Q2: 1,221 shares 1,221 $296K 0.02% +34 Timeline HFSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,962 shares 7,962 $280K 0.02% new 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: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares; 2026Q2: 1,056 shares 1,056 $280K 0.02% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,864 shares; 2024Q4: 3,864 shares; 2025Q1: 3,864 shares; 2025Q2: 3,864 shares; 2025Q3: 3,864 shares; 2025Q4: 3,864 shares; 2026Q1: 3,864 shares; 2026Q2: 3,864 shares 3,864 $279K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,560 shares; 2024Q4: 2,481 shares; 2025Q1: 2,457 shares; 2025Q2: 1,973 shares; 2025Q3: 1,874 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares; 2026Q2: 1,843 shares 1,843 $279K 0.02% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,725 shares; 2026Q2: 2,725 shares 2,725 $279K 0.02% 0 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: 11,064 shares; 2024Q4: 9,592 shares; 2025Q1: 10,952 shares; 2025Q2: 13,785 shares; 2025Q3: 5,749 shares; 2025Q4: 3,009 shares; 2026Q1: 3,009 shares; 2026Q2: 2,119 shares 2,119 $277K 0.02% -890 Timeline Great American Bancorp Inc. Great American Bancorp Inc. More: the full row for Great American Bancorp Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,200 shares; 2026Q1: 3,823 shares; 2026Q2: 3,823 shares 3,823 $273K 0.02% 0 EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,001 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,485 shares; 2026Q2: 8,635 shares 8,635 $271K 0.02% +150 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,253 shares; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,228 shares; 2025Q4: 1,228 shares; 2026Q1: 1,056 shares; 2026Q2: 1,071 shares 1,071 $271K 0.02% +15 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,020 shares; 2025Q3: 6,130 shares; 2025Q4: 6,130 shares; 2026Q1: 5,388 shares; 2026Q2: 5,463 shares 5,463 $271K 0.02% +75 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,905 shares; 2024Q4: 3,910 shares; 2025Q1: 3,700 shares; 2025Q2: 2,920 shares; 2025Q3: 2,793 shares; 2025Q4: 2,829 shares; 2026Q1: 1,587 shares; 2026Q2: 660 shares 660 $269K 0.02% -927 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: 2,110 shares; 2024Q4: 2,028 shares; 2025Q1: 1,748 shares; 2025Q2: 1,698 shares; 2025Q3: 1,559 shares; 2025Q4: 1,481 shares; 2026Q1: not reported; 2026Q2: 1,455 shares 1,455 $269K 0.02% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,814 shares; 2025Q4: 2,814 shares; 2026Q1: 2,281 shares; 2026Q2: 2,316 shares 2,316 $266K 0.02% +35 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: 1,811 shares; 2024Q4: 1,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,535 shares; 2026Q2: 2,432 shares 2,432 $262K 0.02% -103 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares; 2026Q1: not reported; 2026Q2: 2,700 shares 2,700 $260K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,201 shares; 2026Q2: 3,077 shares 3,077 $254K 0.02% -124 Timeline FSMD 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: 6,021 shares; 2025Q3: 5,801 shares; 2025Q4: 4,948 shares; 2026Q1: 4,743 shares; 2026Q2: 4,771 shares 4,771 $252K 0.02% +28 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,761 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,330 shares; 2026Q1: 2,970 shares; 2026Q2: 3,025 shares 3,025 $252K 0.02% +55 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: 909 shares; 2024Q4: 921 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 914 shares; 2025Q4: 914 shares; 2026Q1: 709 shares; 2026Q2: 709 shares 709 $251K 0.02% 0 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,044 shares 5,044 $243K 0.02% new Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares; 2026Q1: 1,095 shares; 2026Q2: 995 shares 995 $242K 0.02% -100 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,843 shares; 2024Q4: not reported; 2025Q1: 3,180 shares; 2025Q2: 3,180 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 2,851 shares; 2026Q2: 2,911 shares 2,911 $241K 0.02% +60 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 920 shares; 2025Q3: 870 shares; 2025Q4: 770 shares; 2026Q1: 730 shares; 2026Q2: 530 shares 530 $240K 0.02% -200 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 842 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 888 shares; 2026Q1: 762 shares; 2026Q2: 762 shares 762 $240K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,030 shares 3,030 $237K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 785 shares 785 $234K 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,439 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,523 shares 1,523 $232K 0.01% new Timeline REPYY REPSOL SA SPONSORED ADR More: the full row for REPSOL SA SPONSORED ADR 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: 9,215 shares 9,215 $231K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 760 shares 760 $227K 0.01% new Timeline MHGVY MOWI ASA ADR (NORWAY) More: the full row for MOWI ASA ADR (NORWAY) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,205 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,545 shares; 2025Q4: 9,545 shares; 2026Q1: 12,041 shares; 2026Q2: 12,241 shares 12,241 $226K 0.01% +200 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: 3,797 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,076 shares 3,076 $226K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,901 shares; 2024Q4: 18,898 shares; 2025Q1: 14,289 shares; 2025Q2: 10,279 shares; 2025Q3: 9,476 shares; 2025Q4: 6,019 shares; 2026Q1: not reported; 2026Q2: 4,680 shares 4,680 $224K 0.01% new Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,150 shares 2,150 $224K 0.01% new Timeline BD - Northern Funds Stock I… BD - Northern Funds Stock Index 5… More: the full row for BD - Northern Funds Stock Index 529F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,765 shares 2,765 $223K 0.01% new 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: 1,296 shares 1,296 $221K 0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,830 shares; 2024Q4: 2,985 shares; 2025Q1: 2,985 shares; 2025Q2: 4,929 shares; 2025Q3: 4,719 shares; 2025Q4: not reported; 2026Q1: 4,719 shares; 2026Q2: 4,599 shares 4,599 $221K 0.01% -120 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 411 shares; 2025Q4: 481 shares; 2026Q1: 481 shares; 2026Q2: 481 shares 481 $221K 0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,234 shares; 2024Q4: 13,735 shares; 2025Q1: 13,735 shares; 2025Q2: 13,735 shares; 2025Q3: 14,065 shares; 2025Q4: 14,065 shares; 2026Q1: 14,065 shares; 2026Q2: 20,985 shares 20,985 $220K 0.01% +6,920 Timeline TX TERNIUM SA More: the full row for TERNIUM SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,138 shares 5,138 $219K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,327 shares; 2024Q4: 6,675 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 780 shares 780 $219K 0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 1,007 shares; 2026Q2: 990 shares 990 $219K 0.01% -17 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,448 shares; 2026Q1: not reported; 2026Q2: 2,400 shares 2,400 $217K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: 814 shares; 2025Q1: 675 shares; 2025Q2: 627 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 557 shares 557 $215K 0.01% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,664 shares 7,664 $212K 0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: 211 shares; 2025Q1: not reported; 2025Q2: 211 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $212K 0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,347 shares 1,347 $211K 0.01% new Timeline KMTUY KOMATSU LTD ADR-NEW More: the full row for KOMATSU LTD ADR-NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,269 shares; 2026Q2: 5,414 shares 5,414 $211K 0.01% +145 Timeline VLVLY VOLVO AB ADR (SWE) More: the full row for VOLVO AB ADR (SWE) 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: 6,223 shares 6,223 $211K 0.01% new Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 820 shares 820 $208K 0.01% new Timeline SSREY SWISS RE LTD SPON ADR (CHE) More: the full row for SWISS RE LTD SPON ADR (CHE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,865 shares; 2024Q4: 5,629 shares; 2025Q1: 5,629 shares; 2025Q2: 5,629 shares; 2025Q3: 5,739 shares; 2025Q4: 5,739 shares; 2026Q1: 5,106 shares; 2026Q2: 5,206 shares 5,206 $207K 0.01% +100 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: 4,235 shares; 2024Q4: 9,067 shares; 2025Q1: 10,262 shares; 2025Q2: 9,173 shares; 2025Q3: 10,649 shares; 2025Q4: 9,546 shares; 2026Q1: 5,515 shares; 2026Q2: 2,058 shares 2,058 $203K 0.01% -3,457 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,538 shares; 2026Q2: 2,588 shares 2,588 $201K 0.01% +50 Timeline DSTL 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: 3,360 shares 3,360 $201K 0.01% new Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,833 shares 3,833 $200K 0.01% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,302 shares; 2024Q4: 11,755 shares; 2025Q1: 10,946 shares; 2025Q2: 11,820 shares; 2025Q3: 12,405 shares; 2025Q4: 12,443 shares; 2026Q1: 12,490 shares; 2026Q2: 10,563 shares 10,563 $189K 0.01% -1,927 Timeline ISUZY ISUZU MOTORS LTD ADR More: the full row for ISUZU MOTORS LTD ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,269 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,452 shares; 2026Q2: 13,432 shares 13,432 $178K 0.01% +980 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,954 shares; 2026Q1: 36,638 shares; 2026Q2: 40,217 shares 40,217 $159K 0.01% +3,579 Timeline FTMH 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: 13,618 shares; 2026Q1: 13,618 shares; 2026Q2: 11,496 shares 11,496 $137K 0.01% -2,122 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,874 shares; 2024Q4: 15,874 shares; 2025Q1: 15,874 shares; 2025Q2: 15,874 shares; 2025Q3: 15,874 shares; 2025Q4: 15,874 shares; 2026Q1: 15,874 shares; 2026Q2: 15,874 shares 15,874 $135K 0.01% 0 Timeline HARTFORD DISCIPLINED EQ HARTFORD DISCIPLINED EQ More: the full row for HARTFORD DISCIPLINED EQ Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,754 shares 35,754 $130K 0.01% new Highlands REIT Inc. Highlands REIT Inc. More: the full row for Highlands REIT Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,659 shares 73,659 $21.4K <0.01% new HIGHLANDS REIT INC HIGHLANDS REIT INC More: the full row for HIGHLANDS REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,397 shares 27,397 $8.49K <0.01% new