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: 167,777 shares; 2024Q4: 169,875 shares; 2025Q1: 183,682 shares; 2025Q2: 226,274 shares; 2025Q3: 232,863 shares; 2025Q4: 243,929 shares; 2026Q1: 465,070 shares; 2026Q2: 443,005 shares 443,005 $96.5M 4.6% -22,065 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 161,081 shares; 2025Q1: 175,230 shares; 2025Q2: 199,927 shares; 2025Q3: 390,947 shares; 2025Q4: 410,898 shares; 2026Q1: 445,080 shares; 2026Q2: 503,315 shares 503,315 $50.6M 2.41% +58,235 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,373 shares; 2024Q4: 356,738 shares; 2025Q1: 379,557 shares; 2025Q2: 396,850 shares; 2025Q3: 625,419 shares; 2025Q4: 672,994 shares; 2026Q1: 711,404 shares; 2026Q2: 772,897 shares 772,897 $45.6M 2.17% +61,493 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,239 shares; 2025Q1: 15,124 shares; 2025Q2: 510,605 shares; 2025Q3: 538,856 shares; 2025Q4: 562,555 shares; 2026Q1: 348,832 shares; 2026Q2: 1,213,511 shares 1,213,511 $39.9M 1.9% +864,679 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: 120,926 shares; 2024Q4: 120,618 shares; 2025Q1: 121,211 shares; 2025Q2: 127,000 shares; 2025Q3: 126,907 shares; 2025Q4: 124,848 shares; 2026Q1: 124,430 shares; 2026Q2: 123,645 shares 123,645 $35.8M 1.7% -785 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: 16,339 shares; 2024Q4: 16,319 shares; 2025Q1: 24,407 shares; 2025Q2: 27,076 shares; 2025Q3: 27,175 shares; 2025Q4: 28,560 shares; 2026Q1: 28,285 shares; 2026Q2: 29,603 shares 29,603 $35.5M 1.69% +1,318 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,268 shares; 2024Q4: 3,681 shares; 2025Q1: 5,288 shares; 2025Q2: 7,597 shares; 2025Q3: 9,330 shares; 2025Q4: 15,741 shares; 2026Q1: 146,614 shares; 2026Q2: 117,590 shares 117,590 $33.6M 1.6% -29,024 Timeline GARP 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: 56,717 shares; 2026Q2: 403,015 shares 403,015 $33.3M 1.58% +346,298 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: 94,217 shares; 2024Q4: 93,455 shares; 2025Q1: 101,108 shares; 2025Q2: 116,498 shares; 2025Q3: 116,163 shares; 2025Q4: 120,257 shares; 2026Q1: 129,013 shares; 2026Q2: 130,330 shares 130,330 $31.1M 1.48% +1,317 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,042 shares; 2024Q4: 30,797 shares; 2025Q1: 37,102 shares; 2025Q2: 226,196 shares; 2025Q3: 233,510 shares; 2025Q4: 266,844 shares; 2026Q1: 78,803 shares; 2026Q2: 512,048 shares 512,048 $29.6M 1.41% +433,245 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: 66,169 shares; 2024Q4: 50,134 shares; 2025Q1: 52,236 shares; 2025Q2: 54,537 shares; 2025Q3: 55,770 shares; 2025Q4: 56,369 shares; 2026Q1: 58,387 shares; 2026Q2: 335,461 shares 335,461 $28.9M 1.38% +277,074 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: 1,243 shares; 2024Q4: 1,243 shares; 2025Q1: 128,345 shares; 2025Q2: 129,935 shares; 2025Q3: 130,858 shares; 2025Q4: 166,022 shares; 2026Q1: 313,972 shares; 2026Q2: 767,287 shares 767,287 $28M 1.34% +453,315 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 217,490 shares 217,490 $27.9M 1.33% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 910,617 shares; 2024Q4: 913,653 shares; 2025Q1: 924,983 shares; 2025Q2: 897,060 shares; 2025Q3: 944,178 shares; 2025Q4: 998,947 shares; 2026Q1: 1,030,100 shares; 2026Q2: 942,567 shares 942,567 $27.3M 1.3% -87,533 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: 5,940 shares; 2026Q2: 255,763 shares 255,763 $27.3M 1.3% +249,823 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: 359,528 shares; 2024Q4: 357,585 shares; 2025Q1: 400,995 shares; 2025Q2: 630,009 shares; 2025Q3: 635,453 shares; 2025Q4: 620,107 shares; 2026Q1: 554,670 shares; 2026Q2: 520,295 shares 520,295 $25.6M 1.22% -34,375 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: 8,983 shares; 2024Q4: 35,254 shares; 2025Q1: 38,516 shares; 2025Q2: 49,833 shares; 2025Q3: 51,491 shares; 2025Q4: 52,419 shares; 2026Q1: 54,061 shares; 2026Q2: 279,673 shares 279,673 $24.6M 1.17% +225,612 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: 5,548 shares; 2024Q4: 6,466 shares; 2025Q1: 6,952 shares; 2025Q2: 6,990 shares; 2025Q3: 6,273 shares; 2025Q4: 6,981 shares; 2026Q1: 139,747 shares; 2026Q2: 291,373 shares 291,373 $24.1M 1.15% +151,626 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667,785 shares; 2024Q4: 680,277 shares; 2025Q1: 673,268 shares; 2025Q2: 899,262 shares; 2025Q3: 937,889 shares; 2025Q4: 987,188 shares; 2026Q1: 1,056,481 shares; 2026Q2: 968,280 shares 968,280 $23M 1.1% -88,201 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 708,314 shares; 2024Q4: 712,980 shares; 2025Q1: 712,390 shares; 2025Q2: 308,831 shares; 2025Q3: 314,874 shares; 2025Q4: 334,460 shares; 2026Q1: 587,465 shares; 2026Q2: 521,556 shares 521,556 $22.8M 1.09% -65,909 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,695 shares; 2024Q4: 409,438 shares; 2025Q1: 423,385 shares; 2025Q2: 442,768 shares; 2025Q3: 463,558 shares; 2025Q4: 488,532 shares; 2026Q1: 469,587 shares; 2026Q2: 448,811 shares 448,811 $22.6M 1.08% -20,776 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392,500 shares; 2024Q4: 367,650 shares; 2025Q1: 397,485 shares; 2025Q2: 387,411 shares; 2025Q3: 250,261 shares; 2025Q4: 308,422 shares; 2026Q1: 316,533 shares; 2026Q2: 281,160 shares 281,160 $22.2M 1.06% -35,373 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,034 shares; 2024Q4: 81,825 shares; 2025Q1: 88,845 shares; 2025Q2: 94,440 shares; 2025Q3: 99,625 shares; 2025Q4: 103,672 shares; 2026Q1: 106,745 shares; 2026Q2: 109,863 shares 109,863 $21.5M 1.02% +3,118 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: 430 shares; 2024Q4: 431 shares; 2025Q1: 15,676 shares; 2025Q2: 16,941 shares; 2025Q3: 18,905 shares; 2025Q4: 7,129 shares; 2026Q1: 5,514 shares; 2026Q2: 159,408 shares 159,408 $21.2M 1.01% +153,894 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,764 shares; 2024Q4: 6,568 shares; 2025Q1: 7,023 shares; 2025Q2: 153,163 shares; 2025Q3: 168,275 shares; 2025Q4: 179,442 shares; 2026Q1: 186,408 shares; 2026Q2: 213,786 shares 213,786 $20.6M 0.98% +27,378 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: 248,305 shares; 2024Q4: 250,532 shares; 2025Q1: 302,153 shares; 2025Q2: 230,707 shares; 2025Q3: 240,514 shares; 2025Q4: 251,507 shares; 2026Q1: 226,520 shares; 2026Q2: 218,789 shares 218,789 $19.7M 0.94% -7,731 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,238 shares; 2024Q4: 4,453 shares; 2025Q1: 7,398 shares; 2025Q2: 151,123 shares; 2025Q3: 157,468 shares; 2025Q4: 171,534 shares; 2026Q1: 271,476 shares; 2026Q2: 452,893 shares 452,893 $19.1M 0.91% +181,417 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: 207,713 shares; 2024Q4: 217,825 shares; 2025Q1: 217,332 shares; 2025Q2: 235,634 shares; 2025Q3: 239,551 shares; 2025Q4: 242,030 shares; 2026Q1: 249,465 shares; 2026Q2: 303,930 shares 303,930 $18.9M 0.9% +54,465 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: 376,252 shares; 2024Q4: 377,200 shares; 2025Q1: 393,815 shares; 2025Q2: 280,438 shares; 2025Q3: 285,797 shares; 2025Q4: 289,724 shares; 2026Q1: 263,711 shares; 2026Q2: 147,277 shares 147,277 $18.8M 0.9% -116,434 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 11,594 shares; 2025Q1: 17,345 shares; 2025Q2: 24,465 shares; 2025Q3: 24,180 shares; 2025Q4: 598,497 shares; 2026Q1: 778,758 shares; 2026Q2: 481,131 shares 481,131 $18M 0.85% -297,627 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: 17,408 shares; 2024Q4: 18,514 shares; 2025Q1: 17,917 shares; 2025Q2: 19,697 shares; 2025Q3: 20,164 shares; 2025Q4: 20,884 shares; 2026Q1: 21,558 shares; 2026Q2: 24,254 shares 24,254 $17.9M 0.85% +2,696 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,992 shares; 2024Q4: 182,393 shares; 2025Q1: 184,041 shares; 2025Q2: 315,653 shares; 2025Q3: 335,873 shares; 2025Q4: 355,657 shares; 2026Q1: 361,104 shares; 2026Q2: 337,136 shares 337,136 $15.8M 0.75% -23,968 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: 16,877 shares; 2024Q4: 17,728 shares; 2025Q1: 17,495 shares; 2025Q2: 62,010 shares; 2025Q3: 64,689 shares; 2025Q4: 69,622 shares; 2026Q1: 74,016 shares; 2026Q2: 125,315 shares 125,315 $15.6M 0.74% +51,299 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: 13,786 shares; 2024Q4: 14,125 shares; 2025Q1: 14,212 shares; 2025Q2: 15,207 shares; 2025Q3: 15,436 shares; 2025Q4: 18,202 shares; 2026Q1: 18,675 shares; 2026Q2: 21,939 shares 21,939 $15.1M 0.72% +3,264 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,415 shares; 2024Q4: 1,424 shares; 2025Q1: 2,306 shares; 2025Q2: 2,327 shares; 2025Q3: 2,598 shares; 2025Q4: 3,647 shares; 2026Q1: 4,333 shares; 2026Q2: 319,021 shares 319,021 $14.6M 0.7% +314,688 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,329 shares; 2024Q4: 209,533 shares; 2025Q1: 223,946 shares; 2025Q2: 206,062 shares; 2025Q3: 274,094 shares; 2025Q4: 291,506 shares; 2026Q1: 289,506 shares; 2026Q2: 302,545 shares 302,545 $14.5M 0.69% +13,039 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,401 shares; 2024Q4: 287,832 shares; 2025Q1: 292,636 shares; 2025Q2: 146,812 shares; 2025Q3: 148,784 shares; 2025Q4: 153,457 shares; 2026Q1: 152,746 shares; 2026Q2: 142,953 shares 142,953 $14.1M 0.67% -9,793 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: 184,236 shares; 2024Q4: 200,545 shares; 2025Q1: 213,903 shares; 2025Q2: 251,187 shares; 2025Q3: 112,580 shares; 2025Q4: 116,601 shares; 2026Q1: 119,388 shares; 2026Q2: 125,306 shares 125,306 $13.8M 0.66% +5,918 Timeline VGSH 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: 352,069 shares; 2024Q4: 361,009 shares; 2025Q1: 375,084 shares; 2025Q2: 388,473 shares; 2025Q3: 428,041 shares; 2025Q4: 455,606 shares; 2026Q1: 267,022 shares; 2026Q2: 233,447 shares 233,447 $13.6M 0.65% -33,575 Timeline ACYN 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: not reported; 2026Q1: not reported; 2026Q2: 646,615 shares 646,615 $13.4M 0.64% new 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: 145,086 shares; 2024Q4: 120,090 shares; 2025Q1: 122,032 shares; 2025Q2: 119,190 shares; 2025Q3: 124,103 shares; 2025Q4: 138,125 shares; 2026Q1: 161,303 shares; 2026Q2: 188,608 shares 188,608 $13.4M 0.64% +27,305 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: 11,236 shares; 2024Q4: 11,620 shares; 2025Q1: 10,919 shares; 2025Q2: 10,942 shares; 2025Q3: 10,539 shares; 2025Q4: 10,270 shares; 2026Q1: 10,510 shares; 2026Q2: 11,662 shares 11,662 $12.4M 0.59% +1,152 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 349,594 shares; 2026Q2: 452,508 shares 452,508 $11.6M 0.55% +102,914 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: 11,927 shares; 2024Q4: 6,090 shares; 2025Q1: 7,325 shares; 2025Q2: 11,282 shares; 2025Q3: 11,974 shares; 2025Q4: 12,138 shares; 2026Q1: 11,520 shares; 2026Q2: 95,436 shares 95,436 $11.4M 0.54% +83,916 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: 49,635 shares; 2024Q4: 51,572 shares; 2025Q1: 54,963 shares; 2025Q2: 57,093 shares; 2025Q3: 56,195 shares; 2025Q4: 60,002 shares; 2026Q1: 58,522 shares; 2026Q2: 55,974 shares 55,974 $11.2M 0.53% -2,548 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: 207,764 shares; 2024Q4: 211,735 shares; 2025Q1: 215,101 shares; 2025Q2: 218,091 shares; 2025Q3: 226,451 shares; 2025Q4: 231,329 shares; 2026Q1: 239,893 shares; 2026Q2: 187,174 shares 187,174 $11.2M 0.53% -52,719 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,531 shares; 2024Q4: 2,394 shares; 2025Q1: 2,400 shares; 2025Q2: 91,740 shares; 2025Q3: 98,333 shares; 2025Q4: 102,246 shares; 2026Q1: 128,786 shares; 2026Q2: 402,606 shares 402,606 $11.1M 0.53% +273,820 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,333 shares; 2024Q4: 6,567 shares; 2025Q1: 6,879 shares; 2025Q2: 440,058 shares; 2025Q3: 464,667 shares; 2025Q4: 378,850 shares; 2026Q1: 328,127 shares; 2026Q2: 272,496 shares 272,496 $10.4M 0.49% -55,631 Timeline SPSB 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: 324,518 shares; 2024Q4: 322,311 shares; 2025Q1: 326,565 shares; 2025Q2: 322,586 shares; 2025Q3: 323,206 shares; 2025Q4: 340,760 shares; 2026Q1: 353,292 shares; 2026Q2: 341,437 shares 341,437 $10.2M 0.49% -11,855 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: 719,207 shares; 2024Q4: 749,499 shares; 2025Q1: 789,615 shares; 2025Q2: 789,159 shares; 2025Q3: 825,846 shares; 2025Q4: 855,339 shares; 2026Q1: 162,516 shares; 2026Q2: 167,230 shares 167,230 $10.2M 0.48% +4,714 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: 39,255 shares; 2024Q4: 42,413 shares; 2025Q1: 46,377 shares; 2025Q2: 48,670 shares; 2025Q3: 53,933 shares; 2025Q4: 59,924 shares; 2026Q1: 60,791 shares; 2026Q2: 62,415 shares 62,415 $9.86M 0.47% +1,624 Timeline LQTI 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: 445,943 shares; 2026Q1: 470,162 shares; 2026Q2: 501,671 shares 501,671 $9.69M 0.46% +31,509 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,036 shares; 2024Q4: 105,325 shares; 2025Q1: 121,894 shares; 2025Q2: 40,424 shares; 2025Q3: 46,150 shares; 2025Q4: 56,341 shares; 2026Q1: 167,762 shares; 2026Q2: 191,486 shares 191,486 $9.64M 0.46% +23,724 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496,783 shares; 2025Q3: 527,282 shares; 2025Q4: 548,411 shares; 2026Q1: 13,498 shares; 2026Q2: 362,426 shares 362,426 $9.61M 0.46% +348,928 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 413,399 shares 413,399 $9.39M 0.45% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,395 shares; 2024Q4: 13,256 shares; 2025Q1: 14,355 shares; 2025Q2: 16,812 shares; 2025Q3: 16,928 shares; 2025Q4: 17,115 shares; 2026Q1: 15,323 shares; 2026Q2: 57,096 shares 57,096 $9.22M 0.44% +41,773 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: 70,287 shares; 2024Q4: 78,667 shares; 2025Q1: 84,912 shares; 2025Q2: 81,215 shares; 2025Q3: 89,633 shares; 2025Q4: 98,264 shares; 2026Q1: 98,791 shares; 2026Q2: 117,476 shares 117,476 $9.17M 0.44% +18,685 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: 27,768 shares; 2024Q4: 27,997 shares; 2025Q1: 28,515 shares; 2025Q2: 39,663 shares; 2025Q3: 26,588 shares; 2025Q4: 34,923 shares; 2026Q1: 21,232 shares; 2026Q2: 47,787 shares 47,787 $9.1M 0.43% +26,555 Timeline DFCF 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 212,109 shares 212,109 $8.95M 0.43% +211,959 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: 756,163 shares; 2024Q4: 774,785 shares; 2025Q1: 797,645 shares; 2025Q2: 453,086 shares; 2025Q3: 465,743 shares; 2025Q4: 478,249 shares; 2026Q1: 478,045 shares; 2026Q2: 194,201 shares 194,201 $8.83M 0.42% -283,844 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 294,152 shares; 2025Q3: 313,396 shares; 2025Q4: 341,130 shares; 2026Q1: 342,692 shares; 2026Q2: 149,786 shares 149,786 $8.37M 0.4% -192,906 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,863 shares; 2024Q4: 235,362 shares; 2025Q1: 253,639 shares; 2025Q2: 265,566 shares; 2025Q3: 298,407 shares; 2025Q4: 315,094 shares; 2026Q1: 332,328 shares; 2026Q2: 348,079 shares 348,079 $8.05M 0.38% +15,751 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: 98,418 shares; 2024Q4: 99,090 shares; 2025Q1: 98,640 shares; 2025Q2: 102,976 shares; 2025Q3: 104,860 shares; 2025Q4: 105,640 shares; 2026Q1: 109,553 shares; 2026Q2: 99,555 shares 99,555 $7.68M 0.37% -9,998 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: 19,170 shares; 2024Q4: 19,262 shares; 2025Q1: 19,516 shares; 2025Q2: 20,133 shares; 2025Q3: 19,289 shares; 2025Q4: 20,449 shares; 2026Q1: 20,383 shares; 2026Q2: 21,147 shares 21,147 $7.56M 0.36% +764 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,782 shares; 2024Q4: 30,195 shares; 2025Q1: 26,597 shares; 2025Q2: 115,895 shares; 2025Q3: 122,126 shares; 2025Q4: 133,951 shares; 2026Q1: 129,589 shares; 2026Q2: 93,759 shares 93,759 $7.18M 0.34% -35,830 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: 12,221 shares; 2024Q4: 12,944 shares; 2025Q1: 12,748 shares; 2025Q2: 11,723 shares; 2025Q3: 10,135 shares; 2025Q4: 8,961 shares; 2026Q1: 12,378 shares; 2026Q2: 147,520 shares 147,520 $6.96M 0.33% +135,142 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,813 shares; 2025Q2: 11,977 shares; 2025Q3: 17,074 shares; 2025Q4: 16,132 shares; 2026Q1: 16,048 shares; 2026Q2: 135,946 shares 135,946 $6.89M 0.33% +119,898 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: 4,960 shares; 2024Q4: 5,390 shares; 2025Q1: 5,159 shares; 2025Q2: 3,978 shares; 2025Q3: 3,908 shares; 2025Q4: 5,820 shares; 2026Q1: 5,709 shares; 2026Q2: 13,410 shares 13,410 $6.71M 0.32% +7,701 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,910 shares; 2024Q4: 56,867 shares; 2025Q1: 57,942 shares; 2025Q2: 62,057 shares; 2025Q3: 65,206 shares; 2025Q4: 65,836 shares; 2026Q1: 67,033 shares; 2026Q2: 135,649 shares 135,649 $6.7M 0.32% +68,616 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: 108,675 shares; 2024Q4: 117,081 shares; 2025Q1: 132,904 shares; 2025Q2: 133,082 shares; 2025Q3: 139,492 shares; 2025Q4: 135,347 shares; 2026Q1: 134,712 shares; 2026Q2: 129,408 shares 129,408 $6.7M 0.32% -5,304 Timeline FDG 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: 61,156 shares; 2024Q4: 56,125 shares; 2025Q1: 55,364 shares; 2025Q2: 54,890 shares; 2025Q3: 53,289 shares; 2025Q4: 52,366 shares; 2026Q1: 51,821 shares; 2026Q2: 49,223 shares 49,223 $6.55M 0.31% -2,598 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: 89,802 shares; 2024Q4: 93,450 shares; 2025Q1: 103,042 shares; 2025Q2: 96,603 shares; 2025Q3: 129,864 shares; 2025Q4: 140,246 shares; 2026Q1: 130,579 shares; 2026Q2: 128,773 shares 128,773 $6.51M 0.31% -1,806 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: 12,614 shares; 2024Q4: 12,955 shares; 2025Q1: 13,323 shares; 2025Q2: 14,068 shares; 2025Q3: 10,188 shares; 2025Q4: 9,976 shares; 2026Q1: 9,593 shares; 2026Q2: 8,466 shares 8,466 $6.32M 0.3% -1,127 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: not reported; 2025Q4: 191,287 shares; 2026Q1: 203,012 shares; 2026Q2: 209,963 shares 209,963 $6.17M 0.29% +6,951 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,557 shares; 2025Q3: 130,924 shares; 2025Q4: 139,100 shares; 2026Q1: 140,640 shares; 2026Q2: 126,496 shares 126,496 $6.12M 0.29% -14,144 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: 12,600 shares; 2024Q4: 13,888 shares; 2025Q1: 16,702 shares; 2025Q2: 17,861 shares; 2025Q3: 16,457 shares; 2025Q4: 17,419 shares; 2026Q1: 18,386 shares; 2026Q2: 16,724 shares 16,724 $6.12M 0.29% -1,662 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,838 shares; 2024Q4: 14,060 shares; 2025Q1: 34,630 shares; 2025Q2: 36,686 shares; 2025Q3: 37,749 shares; 2025Q4: 111,138 shares; 2026Q1: 116,141 shares; 2026Q2: 120,881 shares 120,881 $6.1M 0.29% +4,740 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: 39,837 shares; 2024Q4: 54,874 shares; 2025Q1: 72,279 shares; 2025Q2: 81,063 shares; 2025Q3: 84,036 shares; 2025Q4: 89,355 shares; 2026Q1: 91,177 shares; 2026Q2: 89,112 shares 89,112 $6.06M 0.29% -2,065 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: 7,423 shares; 2024Q4: 7,825 shares; 2025Q1: 8,726 shares; 2025Q2: 11,310 shares; 2025Q3: 12,414 shares; 2025Q4: 13,024 shares; 2026Q1: 13,219 shares; 2026Q2: 19,874 shares 19,874 $5.94M 0.28% +6,655 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: 14,403 shares; 2024Q4: 13,208 shares; 2025Q1: 13,545 shares; 2025Q2: 11,324 shares; 2025Q3: 10,983 shares; 2025Q4: 11,226 shares; 2026Q1: 11,524 shares; 2026Q2: 15,805 shares 15,805 $5.9M 0.28% +4,281 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,057 shares; 2024Q4: 109,500 shares; 2025Q1: 101,306 shares; 2025Q2: 103,461 shares; 2025Q3: 107,961 shares; 2025Q4: 115,048 shares; 2026Q1: 115,226 shares; 2026Q2: 118,867 shares 118,867 $5.89M 0.28% +3,641 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,864 shares; 2024Q4: 1,905 shares; 2025Q1: 1,818 shares; 2025Q2: 10,692 shares; 2025Q3: 10,535 shares; 2025Q4: 10,267 shares; 2026Q1: 1,088 shares; 2026Q2: 8,922 shares 8,922 $5.85M 0.28% +7,834 Timeline SDVD 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: 234,521 shares; 2026Q1: 244,017 shares; 2026Q2: 252,242 shares 252,242 $5.82M 0.28% +8,225 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,231 shares; 2024Q4: 28,055 shares; 2025Q1: 28,615 shares; 2025Q2: 30,166 shares; 2025Q3: 30,830 shares; 2025Q4: 30,084 shares; 2026Q1: 29,320 shares; 2026Q2: 32,372 shares 32,372 $5.72M 0.27% +3,052 Timeline BUFQ 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: 166 shares; 2025Q4: 133,577 shares; 2026Q1: 143,445 shares; 2026Q2: 143,587 shares 143,587 $5.64M 0.27% +142 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: 2,136 shares; 2026Q1: 3,331 shares; 2026Q2: 92,011 shares 92,011 $5.55M 0.26% +88,680 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: 11,065 shares; 2024Q4: 11,348 shares; 2025Q1: 11,678 shares; 2025Q2: 12,219 shares; 2025Q3: 12,735 shares; 2025Q4: 14,131 shares; 2026Q1: 14,345 shares; 2026Q2: 67,687 shares 67,687 $5.45M 0.26% +53,342 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: 55,381 shares; 2024Q4: 54,850 shares; 2025Q1: 49,256 shares; 2025Q2: 52,488 shares; 2025Q3: 52,718 shares; 2025Q4: 93,439 shares; 2026Q1: 95,881 shares; 2026Q2: 99,434 shares 99,434 $5.28M 0.25% +3,553 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: 182,145 shares; 2024Q4: 182,121 shares; 2025Q1: 207,139 shares; 2025Q2: 145,220 shares; 2025Q3: 153,389 shares; 2025Q4: 154,144 shares; 2026Q1: 160,247 shares; 2026Q2: 115,401 shares 115,401 $5.13M 0.24% -44,846 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,993 shares; 2024Q4: 72,153 shares; 2025Q1: 82,202 shares; 2025Q2: 85,074 shares; 2025Q3: 91,566 shares; 2025Q4: 96,770 shares; 2026Q1: 105,030 shares; 2026Q2: 109,314 shares 109,314 $5.1M 0.24% +4,284 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: 54,100 shares; 2024Q4: 194,856 shares; 2025Q1: 202,249 shares; 2025Q2: 214,833 shares; 2025Q3: 211,635 shares; 2025Q4: 208,899 shares; 2026Q1: 205,041 shares; 2026Q2: 150,122 shares 150,122 $5.08M 0.24% -54,919 Timeline XMMO 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: 9,060 shares; 2024Q4: 10,384 shares; 2025Q1: 11,101 shares; 2025Q2: 19,506 shares; 2025Q3: 25,525 shares; 2025Q4: 27,890 shares; 2026Q1: 28,894 shares; 2026Q2: 29,774 shares 29,774 $5.07M 0.24% +880 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,316 shares; 2024Q4: 67,612 shares; 2025Q1: 63,286 shares; 2025Q2: 62,831 shares; 2025Q3: 62,135 shares; 2025Q4: 61,318 shares; 2026Q1: 64,258 shares; 2026Q2: 52,320 shares 52,320 $5.05M 0.24% -11,938 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,012 shares; 2024Q4: 343,476 shares; 2025Q1: 349,787 shares; 2025Q2: 26,045 shares; 2025Q3: 25,563 shares; 2025Q4: 33,664 shares; 2026Q1: 37,363 shares; 2026Q2: 104,035 shares 104,035 $4.96M 0.24% +66,672 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,370 shares; 2024Q4: 88,435 shares; 2025Q1: 89,423 shares; 2025Q2: 164,656 shares; 2025Q3: 175,282 shares; 2025Q4: 184,845 shares; 2026Q1: 185,906 shares; 2026Q2: 97,535 shares 97,535 $4.94M 0.24% -88,371 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284 shares; 2024Q4: 284 shares; 2025Q1: 250 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 347 shares; 2026Q2: 47,989 shares 47,989 $4.88M 0.23% +47,642 Timeline MGV 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: 25,503 shares; 2024Q4: 37,206 shares; 2025Q1: 37,254 shares; 2025Q2: 35,024 shares; 2025Q3: 35,927 shares; 2025Q4: 35,466 shares; 2026Q1: 29,893 shares; 2026Q2: 29,650 shares 29,650 $4.85M 0.23% -243 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 6,247 shares; 2025Q1: 62,330 shares; 2025Q2: 103,217 shares; 2025Q3: 147,058 shares; 2025Q4: 162,165 shares; 2026Q1: 165,708 shares; 2026Q2: 185,685 shares 185,685 $4.74M 0.23% +19,977 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: 14,154 shares; 2024Q4: 21,721 shares; 2025Q1: 22,086 shares; 2025Q2: 22,828 shares; 2025Q3: 27,166 shares; 2025Q4: 28,829 shares; 2026Q1: 26,974 shares; 2026Q2: 28,443 shares 28,443 $4.71M 0.22% +1,469 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,345 shares; 2024Q4: 79,373 shares; 2025Q1: 76,466 shares; 2025Q2: 54,652 shares; 2025Q3: 41,320 shares; 2025Q4: 42,691 shares; 2026Q1: 47,927 shares; 2026Q2: 51,899 shares 51,899 $4.56M 0.22% +3,972 Timeline BRIF FIS TR More: the full row for FIS 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: 114,568 shares; 2026Q2: 121,577 shares 121,577 $4.52M 0.22% +7,009 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: 16,968 shares; 2024Q4: 24,422 shares; 2025Q1: 49,808 shares; 2025Q2: 53,159 shares; 2025Q3: 53,780 shares; 2025Q4: 48,132 shares; 2026Q1: 48,869 shares; 2026Q2: 54,770 shares 54,770 $4.44M 0.21% +5,901 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: 8,014 shares; 2024Q4: 7,577 shares; 2025Q1: 10,093 shares; 2025Q2: 11,047 shares; 2025Q3: 10,483 shares; 2025Q4: 10,597 shares; 2026Q1: 9,681 shares; 2026Q2: 10,243 shares 10,243 $4.31M 0.21% +562 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: 5,214 shares; 2024Q4: 4,829 shares; 2025Q1: 4,244 shares; 2025Q2: 4,139 shares; 2025Q3: 8,806 shares; 2025Q4: 18,948 shares; 2026Q1: 19,736 shares; 2026Q2: 93,834 shares 93,834 $4.25M 0.2% +74,098 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,397 shares; 2024Q4: 28,618 shares; 2025Q1: 26,617 shares; 2025Q2: 26,172 shares; 2025Q3: 26,824 shares; 2025Q4: 26,850 shares; 2026Q1: 27,562 shares; 2026Q2: 27,408 shares 27,408 $4.23M 0.2% -154 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,990 shares; 2025Q3: 25,497 shares; 2025Q4: 29,396 shares; 2026Q1: 30,053 shares; 2026Q2: 29,807 shares 29,807 $4.15M 0.2% -246 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,045 shares; 2026Q2: 45,147 shares 45,147 $4.15M 0.2% +102 Timeline FLV 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: 52,414 shares; 2024Q4: 53,828 shares; 2025Q1: 54,213 shares; 2025Q2: 54,377 shares; 2025Q3: 53,961 shares; 2025Q4: 53,754 shares; 2026Q1: 53,689 shares; 2026Q2: 50,788 shares 50,788 $4.13M 0.2% -2,901 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,891 shares; 2024Q4: 40,730 shares; 2025Q1: 45,587 shares; 2025Q2: 48,322 shares; 2025Q3: 52,670 shares; 2025Q4: 53,847 shares; 2026Q1: 54,722 shares; 2026Q2: 54,420 shares 54,420 $4.12M 0.2% -302 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,932 shares; 2024Q4: 146,287 shares; 2025Q1: 150,694 shares; 2025Q2: 153,654 shares; 2025Q3: 169,972 shares; 2025Q4: 187,315 shares; 2026Q1: 192,118 shares; 2026Q2: 204,156 shares 204,156 $4.11M 0.2% +12,038 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,692 shares; 2024Q4: 29,461 shares; 2025Q1: 29,339 shares; 2025Q2: 29,236 shares; 2025Q3: 29,243 shares; 2025Q4: 33,341 shares; 2026Q1: 32,963 shares; 2026Q2: 79,365 shares 79,365 $3.99M 0.19% +46,402 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: 9,576 shares; 2024Q4: 10,615 shares; 2025Q1: 10,898 shares; 2025Q2: 11,522 shares; 2025Q3: 11,092 shares; 2025Q4: 12,507 shares; 2026Q1: 12,225 shares; 2026Q2: 13,067 shares 13,067 $3.96M 0.19% +842 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,413 shares; 2024Q4: 39,403 shares; 2025Q1: 37,047 shares; 2025Q2: 39,117 shares; 2025Q3: 31,235 shares; 2025Q4: 29,523 shares; 2026Q1: 29,717 shares; 2026Q2: 27,872 shares 27,872 $3.9M 0.19% -1,845 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,883 shares; 2024Q4: 77,444 shares; 2025Q1: 73,249 shares; 2025Q2: 76,047 shares; 2025Q3: 78,211 shares; 2025Q4: 72,362 shares; 2026Q1: 74,236 shares; 2026Q2: 87,827 shares 87,827 $3.87M 0.18% +13,591 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: 361,837 shares; 2024Q4: 138,510 shares; 2025Q1: 132,855 shares; 2025Q2: 129,810 shares; 2025Q3: 119,544 shares; 2025Q4: 114,285 shares; 2026Q1: 129,822 shares; 2026Q2: 138,244 shares 138,244 $3.83M 0.18% +8,422 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,673 shares; 2024Q4: 74,208 shares; 2025Q1: 77,171 shares; 2025Q2: 75,996 shares; 2025Q3: 76,086 shares; 2025Q4: 83,952 shares; 2026Q1: 83,439 shares; 2026Q2: 77,588 shares 77,588 $3.82M 0.18% -5,851 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: 22,390 shares; 2024Q4: 22,465 shares; 2025Q1: 22,488 shares; 2025Q2: 21,931 shares; 2025Q3: 22,978 shares; 2025Q4: 23,821 shares; 2026Q1: 24,124 shares; 2026Q2: 29,843 shares 29,843 $3.78M 0.18% +5,719 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: 8,038 shares; 2024Q4: 8,448 shares; 2025Q1: 9,368 shares; 2025Q2: 9,884 shares; 2025Q3: 10,203 shares; 2025Q4: 10,606 shares; 2026Q1: 10,296 shares; 2026Q2: 10,587 shares 10,587 $3.74M 0.18% +291 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,707 shares; 2024Q4: 308,485 shares; 2025Q1: 317,419 shares; 2025Q2: 92,757 shares; 2025Q3: 108,310 shares; 2025Q4: 108,387 shares; 2026Q1: 135,268 shares; 2026Q2: 151,499 shares 151,499 $3.74M 0.18% +16,231 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,574 shares; 2024Q4: 51,712 shares; 2025Q1: 53,356 shares; 2025Q2: 64,215 shares; 2025Q3: 63,437 shares; 2025Q4: 81,824 shares; 2026Q1: 137,021 shares; 2026Q2: 176,918 shares 176,918 $3.72M 0.18% +39,897 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,635 shares; 2024Q4: 70,201 shares; 2025Q1: 66,835 shares; 2025Q2: 66,757 shares; 2025Q3: 66,002 shares; 2025Q4: 68,809 shares; 2026Q1: 79,985 shares; 2026Q2: 72,940 shares 72,940 $3.69M 0.18% -7,045 Timeline FNDE 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: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,095 shares; 2025Q2: 1,025 shares; 2025Q3: 879 shares; 2025Q4: 939 shares; 2026Q1: 939 shares; 2026Q2: 92,393 shares 92,393 $3.67M 0.17% +91,454 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: 24,301 shares; 2024Q4: 25,751 shares; 2025Q1: 26,741 shares; 2025Q2: 24,455 shares; 2025Q3: 24,013 shares; 2025Q4: 20,807 shares; 2026Q1: 20,297 shares; 2026Q2: 19,542 shares 19,542 $3.61M 0.17% -755 Timeline PTNQ 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: 68,941 shares; 2024Q4: 155,076 shares; 2025Q1: 162,777 shares; 2025Q2: 180,961 shares; 2025Q3: 183,837 shares; 2025Q4: 183,479 shares; 2026Q1: 185,277 shares; 2026Q2: 40,082 shares 40,082 $3.55M 0.17% -145,195 Timeline PRAY FIS TR More: the full row for FIS 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: 74,618 shares; 2026Q1: 85,416 shares; 2026Q2: 99,260 shares 99,260 $3.52M 0.17% +13,844 Timeline ALTO ALTO INGREDIENTS INC More: the full row for ALTO INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125,552 shares; 2024Q4: 984,102 shares; 2025Q1: 981,815 shares; 2025Q2: 1,017,303 shares; 2025Q3: 1,000,284 shares; 2025Q4: 797,397 shares; 2026Q1: 769,861 shares; 2026Q2: 615,304 shares 615,304 $3.51M 0.17% -154,557 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,980 shares; 2026Q1: 51,156 shares; 2026Q2: 58,990 shares 58,990 $3.5M 0.17% +7,834 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: 12,073 shares; 2024Q4: 370,244 shares; 2025Q1: 390,026 shares; 2025Q2: 29,970 shares; 2025Q3: 27,871 shares; 2025Q4: 27,800 shares; 2026Q1: 16,990 shares; 2026Q2: 25,214 shares 25,214 $3.44M 0.16% +8,224 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 1,274 shares; 2025Q1: 1,247 shares; 2025Q2: 2,900 shares; 2025Q3: 2,882 shares; 2025Q4: 2,773 shares; 2026Q1: 2,986 shares; 2026Q2: 2,929 shares 2,929 $3.38M 0.16% -57 Timeline HYD 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 313 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 65,080 shares 65,080 $3.35M 0.16% +65,005 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: 31,707 shares; 2024Q4: 30,593 shares; 2025Q1: 29,114 shares; 2025Q2: 26,065 shares; 2025Q3: 23,113 shares; 2025Q4: 23,065 shares; 2026Q1: 23,755 shares; 2026Q2: 24,106 shares 24,106 $3.32M 0.16% +351 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: 4,094 shares; 2024Q4: 3,831 shares; 2025Q1: 3,955 shares; 2025Q2: 5,331 shares; 2025Q3: 5,318 shares; 2025Q4: 5,629 shares; 2026Q1: 5,915 shares; 2026Q2: 5,672 shares 5,672 $3.29M 0.16% -243 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: 11,630 shares; 2024Q4: 11,768 shares; 2025Q1: 13,648 shares; 2025Q2: 15,801 shares; 2025Q3: 16,209 shares; 2025Q4: 16,274 shares; 2026Q1: 14,982 shares; 2026Q2: 13,556 shares 13,556 $3.29M 0.16% -1,426 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: 3,797 shares; 2024Q4: 3,808 shares; 2025Q1: 3,853 shares; 2025Q2: 3,514 shares; 2025Q3: 3,537 shares; 2025Q4: 3,550 shares; 2026Q1: 2,552 shares; 2026Q2: 9,600 shares 9,600 $3.29M 0.16% +7,048 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,991 shares; 2024Q4: 214,924 shares; 2025Q1: 221,560 shares; 2025Q2: 88,765 shares; 2025Q3: 90,919 shares; 2025Q4: 107,660 shares; 2026Q1: 71,055 shares; 2026Q2: 77,101 shares 77,101 $3.26M 0.16% +6,046 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,584 shares 27,584 $3.23M 0.15% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,492 shares; 2025Q1: 41,274 shares; 2025Q2: 44,388 shares; 2025Q3: 46,871 shares; 2025Q4: 48,207 shares; 2026Q1: 48,944 shares; 2026Q2: 48,195 shares 48,195 $3.2M 0.15% -749 Timeline FLIN 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: 58,864 shares; 2024Q4: 62,124 shares; 2025Q1: 62,418 shares; 2025Q2: 71,112 shares; 2025Q3: 72,705 shares; 2025Q4: 73,037 shares; 2026Q1: 75,493 shares; 2026Q2: 90,000 shares 90,000 $3.2M 0.15% +14,507 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: not reported; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares; 2026Q2: 77,219 shares 77,219 $3.1M 0.15% +75,999 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: 289 shares; 2024Q4: 560 shares; 2025Q1: 557 shares; 2025Q2: 616 shares; 2025Q3: 2,247 shares; 2025Q4: 2,470 shares; 2026Q1: 2,374 shares; 2026Q2: 2,579 shares 2,579 $3.03M 0.14% +205 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: 4,503 shares; 2024Q4: 4,516 shares; 2025Q1: 4,961 shares; 2025Q2: 5,151 shares; 2025Q3: 5,433 shares; 2025Q4: 5,959 shares; 2026Q1: 6,162 shares; 2026Q2: 8,006 shares 8,006 $3.02M 0.14% +1,844 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,171 shares; 2024Q4: 41,427 shares; 2025Q1: 39,463 shares; 2025Q2: 48,168 shares; 2025Q3: 27,048 shares; 2025Q4: 33,973 shares; 2026Q1: 38,581 shares; 2026Q2: 34,810 shares 34,810 $3.01M 0.14% -3,771 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,930 shares; 2025Q2: 30,918 shares; 2025Q3: 43,275 shares; 2025Q4: 68,592 shares; 2026Q1: 88,647 shares; 2026Q2: 97,684 shares 97,684 $2.99M 0.14% +9,037 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: 5,020 shares; 2024Q4: 5,257 shares; 2025Q1: 6,260 shares; 2025Q2: 7,176 shares; 2025Q3: 7,622 shares; 2025Q4: 8,459 shares; 2026Q1: 9,404 shares; 2026Q2: 9,580 shares 9,580 $2.93M 0.14% +176 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: 20,727 shares; 2024Q4: 20,448 shares; 2025Q1: 23,051 shares; 2025Q2: 24,268 shares; 2025Q3: 25,486 shares; 2025Q4: 26,142 shares; 2026Q1: 32,401 shares; 2026Q2: 33,982 shares 33,982 $2.76M 0.13% +1,581 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,092 shares; 2024Q4: 22,130 shares; 2025Q1: 21,722 shares; 2025Q2: 21,725 shares; 2025Q3: 21,976 shares; 2025Q4: 21,855 shares; 2026Q1: 22,140 shares; 2026Q2: 41,021 shares 41,021 $2.76M 0.13% +18,881 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,873 shares; 2024Q4: 45,522 shares; 2025Q1: 42,721 shares; 2025Q2: 37,917 shares; 2025Q3: 31,705 shares; 2025Q4: 26,417 shares; 2026Q1: 25,559 shares; 2026Q2: 24,967 shares 24,967 $2.69M 0.13% -592 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: 40,405 shares; 2025Q4: 40,990 shares; 2026Q1: 35,256 shares; 2026Q2: 38,052 shares 38,052 $2.67M 0.13% +2,796 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,436 shares; 2024Q4: 26,113 shares; 2025Q1: 41,232 shares; 2025Q2: 58,360 shares; 2025Q3: 81,735 shares; 2025Q4: 88,411 shares; 2026Q1: 90,413 shares; 2026Q2: 110,183 shares 110,183 $2.66M 0.13% +19,770 Timeline EDIV 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: 105,795 shares; 2024Q4: 108,825 shares; 2025Q1: 110,117 shares; 2025Q2: 148,511 shares; 2025Q3: 161,985 shares; 2025Q4: 185,839 shares; 2026Q1: 188,508 shares; 2026Q2: 64,544 shares 64,544 $2.64M 0.13% -123,964 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,363 shares; 2024Q4: 18,830 shares; 2025Q1: 20,065 shares; 2025Q2: 52,559 shares; 2025Q3: 55,337 shares; 2025Q4: 56,172 shares; 2026Q1: 48,131 shares; 2026Q2: 25,819 shares 25,819 $2.64M 0.13% -22,312 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: 23,191 shares; 2024Q4: 66,505 shares; 2025Q1: 63,667 shares; 2025Q2: 67,613 shares; 2025Q3: 77,417 shares; 2025Q4: 84,691 shares; 2026Q1: 85,121 shares; 2026Q2: 89,611 shares 89,611 $2.64M 0.13% +4,490 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: 44,698 shares; 2024Q4: 67,526 shares; 2025Q1: 99,912 shares; 2025Q2: 104,824 shares; 2025Q3: 106,433 shares; 2025Q4: 55,251 shares; 2026Q1: 56,904 shares; 2026Q2: 59,737 shares 59,737 $2.58M 0.12% +2,833 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,526 shares; 2024Q4: 15,053 shares; 2025Q1: 17,013 shares; 2025Q2: 18,222 shares; 2025Q3: 18,061 shares; 2025Q4: 19,322 shares; 2026Q1: 20,254 shares; 2026Q2: 22,771 shares 22,771 $2.57M 0.12% +2,517 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: 18,767 shares 18,767 $2.57M 0.12% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,499 shares; 2024Q4: 1,273 shares; 2025Q1: 1,238 shares; 2025Q2: 2,409 shares; 2025Q3: 2,144 shares; 2025Q4: 2,184 shares; 2026Q1: 2,286 shares; 2026Q2: 2,735 shares 2,735 $2.56M 0.12% +449 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,508 shares; 2024Q4: 24,680 shares; 2025Q1: 26,859 shares; 2025Q2: 152,350 shares; 2025Q3: 161,712 shares; 2025Q4: 181,514 shares; 2026Q1: 49,957 shares; 2026Q2: 51,047 shares 51,047 $2.55M 0.12% +1,090 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 184 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,800 shares 50,800 $2.53M 0.12% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,112 shares; 2024Q4: 25,935 shares; 2025Q1: 27,314 shares; 2025Q2: 31,019 shares; 2025Q3: 32,965 shares; 2025Q4: 39,660 shares; 2026Q1: 43,716 shares; 2026Q2: 58,539 shares 58,539 $2.53M 0.12% +14,823 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,051 shares; 2024Q4: 10,910 shares; 2025Q1: 13,060 shares; 2025Q2: 15,763 shares; 2025Q3: 17,019 shares; 2025Q4: 17,508 shares; 2026Q1: 18,129 shares; 2026Q2: 19,479 shares 19,479 $2.51M 0.12% +1,350 Timeline FDRR 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: 5,739 shares; 2024Q4: 6,058 shares; 2025Q1: 7,065 shares; 2025Q2: 7,255 shares; 2025Q3: 23,765 shares; 2025Q4: 31,086 shares; 2026Q1: 32,452 shares; 2026Q2: 38,607 shares 38,607 $2.5M 0.12% +6,155 Timeline PTLC 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: 35,635 shares; 2024Q4: 39,589 shares; 2025Q1: 42,561 shares; 2025Q2: 47,548 shares; 2025Q3: 46,360 shares; 2025Q4: 45,774 shares; 2026Q1: 46,256 shares; 2026Q2: 42,436 shares 42,436 $2.47M 0.12% -3,820 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,397 shares 35,397 $2.43M 0.12% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 3,236 shares; 2025Q3: 3,236 shares; 2025Q4: 3,236 shares; 2026Q1: 201,667 shares; 2026Q2: 271,113 shares 271,113 $2.37M 0.11% +69,446 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,318 shares; 2024Q4: 1,306 shares; 2025Q1: 16,740 shares; 2025Q2: 25,028 shares; 2025Q3: 42,274 shares; 2025Q4: 46,342 shares; 2026Q1: 54,068 shares; 2026Q2: 58,332 shares 58,332 $2.37M 0.11% +4,264 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,566 shares; 2024Q4: 42,757 shares; 2025Q1: 43,526 shares; 2025Q2: 44,281 shares; 2025Q3: 47,436 shares; 2025Q4: 47,870 shares; 2026Q1: 49,473 shares; 2026Q2: 54,062 shares 54,062 $2.36M 0.11% +4,589 Timeline FLTW FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,381 shares 22,381 $2.36M 0.11% new 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: 4,046 shares; 2024Q4: 4,288 shares; 2025Q1: 4,232 shares; 2025Q2: 4,217 shares; 2025Q3: 3,647 shares; 2025Q4: 3,548 shares; 2026Q1: 3,023 shares; 2026Q2: 3,136 shares 3,136 $2.35M 0.11% +113 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,158 shares; 2024Q4: 23,545 shares; 2025Q1: 24,017 shares; 2025Q2: 24,571 shares; 2025Q3: 24,536 shares; 2025Q4: 26,056 shares; 2026Q1: 26,724 shares; 2026Q2: 32,094 shares 32,094 $2.32M 0.11% +5,370 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: 3,300 shares; 2024Q4: 3,201 shares; 2025Q1: 2,972 shares; 2025Q2: 2,772 shares; 2025Q3: 2,759 shares; 2025Q4: 2,902 shares; 2026Q1: 2,676 shares; 2026Q2: 25,658 shares 25,658 $2.31M 0.11% +22,982 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,233 shares 47,233 $2.29M 0.11% new Timeline ILDR 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: 49,798 shares; 2024Q4: 58,300 shares; 2025Q1: 48,794 shares; 2025Q2: 51,140 shares; 2025Q3: 69,610 shares; 2025Q4: 70,814 shares; 2026Q1: 56,160 shares; 2026Q2: 58,184 shares 58,184 $2.28M 0.11% +2,024 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 237 shares; 2026Q2: 11,358 shares 11,358 $2.27M 0.11% +11,121 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 1,087 shares; 2025Q1: 1,092 shares; 2025Q2: 1,101 shares; 2025Q3: 1,089 shares; 2025Q4: 1,557 shares; 2026Q1: 12,350 shares; 2026Q2: 22,491 shares 22,491 $2.26M 0.11% +10,141 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: 185 shares; 2024Q4: 185 shares; 2025Q1: 193 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 6,553 shares; 2026Q1: 6,892 shares; 2026Q2: 7,557 shares 7,557 $2.25M 0.11% +665 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: 32,371 shares; 2024Q4: 33,070 shares; 2025Q1: 32,196 shares; 2025Q2: 32,582 shares; 2025Q3: 32,308 shares; 2025Q4: 32,178 shares; 2026Q1: 31,798 shares; 2026Q2: 29,890 shares 29,890 $2.24M 0.11% -1,908 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,908 shares; 2024Q4: 6,021 shares; 2025Q1: 6,249 shares; 2025Q2: 6,511 shares; 2025Q3: 6,340 shares; 2025Q4: 9,016 shares; 2026Q1: 9,928 shares; 2026Q2: 9,818 shares 9,818 $2.23M 0.11% -110 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: 3,854 shares; 2024Q4: 4,029 shares; 2025Q1: 3,555 shares; 2025Q2: 3,683 shares; 2025Q3: 3,396 shares; 2025Q4: 5,015 shares; 2026Q1: 5,278 shares; 2026Q2: 6,004 shares 6,004 $2.22M 0.11% +726 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 47,719 shares; 2026Q2: 50,292 shares 50,292 $2.18M 0.1% +2,573 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,149 shares; 2024Q4: 5,300 shares; 2025Q1: 6,109 shares; 2025Q2: 6,582 shares; 2025Q3: 7,097 shares; 2025Q4: 7,593 shares; 2026Q1: 5,872 shares; 2026Q2: 6,017 shares 6,017 $2.18M 0.1% +145 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,333 shares; 2025Q1: 13,142 shares; 2025Q2: 23,594 shares; 2025Q3: 41,817 shares; 2025Q4: 44,571 shares; 2026Q1: 42,152 shares; 2026Q2: 45,508 shares 45,508 $2.16M 0.1% +3,356 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,641 shares; 2024Q4: 10,229 shares; 2025Q1: 9,965 shares; 2025Q2: 10,259 shares; 2025Q3: 10,777 shares; 2025Q4: 10,448 shares; 2026Q1: 10,197 shares; 2026Q2: 10,436 shares 10,436 $2.16M 0.1% +239 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: 5,101 shares; 2024Q4: 5,079 shares; 2025Q1: 16,096 shares; 2025Q2: 17,578 shares; 2025Q3: 16,992 shares; 2025Q4: 17,202 shares; 2026Q1: 16,462 shares; 2026Q2: 16,797 shares 16,797 $2.16M 0.1% +335 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,037 shares; 2024Q4: 3,330 shares; 2025Q1: 4,424 shares; 2025Q2: 4,756 shares; 2025Q3: 21,448 shares; 2025Q4: 23,917 shares; 2026Q1: 24,020 shares; 2026Q2: 24,772 shares 24,772 $2.15M 0.1% +752 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: 2,408 shares; 2024Q4: 1,734 shares; 2025Q1: 3,503 shares; 2025Q2: 3,532 shares; 2025Q3: 3,633 shares; 2025Q4: 4,194 shares; 2026Q1: 4,253 shares; 2026Q2: 4,470 shares 4,470 $2.13M 0.1% +217 Timeline CGW 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: 27,441 shares; 2024Q4: 27,533 shares; 2025Q1: 27,248 shares; 2025Q2: 27,185 shares; 2025Q3: 28,130 shares; 2025Q4: 28,593 shares; 2026Q1: 29,378 shares; 2026Q2: 32,408 shares 32,408 $2.13M 0.1% +3,030 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,050 shares; 2024Q4: 9,242 shares; 2025Q1: 10,460 shares; 2025Q2: 11,423 shares; 2025Q3: 13,037 shares; 2025Q4: 13,555 shares; 2026Q1: 17,811 shares; 2026Q2: 18,664 shares 18,664 $2.12M 0.1% +853 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,148 shares; 2024Q4: 13,027 shares; 2025Q1: 15,583 shares; 2025Q2: 17,948 shares; 2025Q3: 9,547 shares; 2025Q4: 7,912 shares; 2026Q1: 12,416 shares; 2026Q2: 9,894 shares 9,894 $2.11M 0.1% -2,522 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,320 shares; 2025Q3: 19,607 shares; 2025Q4: 33,604 shares; 2026Q1: 38,410 shares; 2026Q2: 38,696 shares 38,696 $2.04M 0.1% +286 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: 2,508 shares; 2024Q4: 2,467 shares; 2025Q1: 2,432 shares; 2025Q2: 2,245 shares; 2025Q3: 12,369 shares; 2025Q4: 12,274 shares; 2026Q1: 14,358 shares; 2026Q2: 14,858 shares 14,858 $2.01M 0.1% +500 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,657 shares; 2024Q4: 7,945 shares; 2025Q1: 13,389 shares; 2025Q2: 21,755 shares; 2025Q3: 34,115 shares; 2025Q4: 36,669 shares; 2026Q1: 35,504 shares; 2026Q2: 39,289 shares 39,289 $2.01M 0.1% +3,785 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,524 shares; 2024Q4: 3,214 shares; 2025Q1: 3,578 shares; 2025Q2: 3,869 shares; 2025Q3: 4,686 shares; 2025Q4: 5,418 shares; 2026Q1: 5,479 shares; 2026Q2: 5,805 shares 5,805 $1.98M 0.09% +326 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,269 shares; 2024Q4: 3,477 shares; 2025Q1: 3,358 shares; 2025Q2: 33,641 shares; 2025Q3: 36,108 shares; 2025Q4: 37,055 shares; 2026Q1: 37,257 shares; 2026Q2: 39,006 shares 39,006 $1.94M 0.09% +1,749 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: 1,657 shares; 2024Q4: 1,963 shares; 2025Q1: 1,871 shares; 2025Q2: 1,845 shares; 2025Q3: 1,889 shares; 2025Q4: 2,420 shares; 2026Q1: 2,360 shares; 2026Q2: 2,545 shares 2,545 $1.94M 0.09% +185 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 1,861 shares; 2025Q1: 2,085 shares; 2025Q2: 10,171 shares; 2025Q3: 15,513 shares; 2025Q4: 17,071 shares; 2026Q1: 16,635 shares; 2026Q2: 17,987 shares 17,987 $1.93M 0.09% +1,352 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,017 shares; 2026Q2: 52,604 shares 52,604 $1.93M 0.09% +12,587 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 585 shares; 2025Q2: 4,505 shares; 2025Q3: 5,411 shares; 2025Q4: 5,512 shares; 2026Q1: 5,725 shares; 2026Q2: 6,034 shares 6,034 $1.92M 0.09% +309 Timeline KBWB 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: 47 shares; 2024Q4: 47 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 20,454 shares 20,454 $1.9M 0.09% +20,408 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 128 shares; 2025Q2: 3,132 shares; 2025Q3: 3,195 shares; 2025Q4: 3,460 shares; 2026Q1: 3,523 shares; 2026Q2: 8,803 shares 8,803 $1.88M 0.09% +5,280 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,594 shares; 2024Q4: 4,395 shares; 2025Q1: 4,146 shares; 2025Q2: 3,343 shares; 2025Q3: 2,861 shares; 2025Q4: 3,046 shares; 2026Q1: 2,306 shares; 2026Q2: 19,377 shares 19,377 $1.87M 0.09% +17,071 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 3,260 shares; 2025Q4: 7,747 shares; 2026Q1: 14,250 shares; 2026Q2: 24,672 shares 24,672 $1.87M 0.09% +10,422 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: 6,987 shares; 2024Q4: 6,857 shares; 2025Q1: 7,582 shares; 2025Q2: 7,054 shares; 2025Q3: 7,342 shares; 2025Q4: 8,728 shares; 2026Q1: 14,388 shares; 2026Q2: 16,213 shares 16,213 $1.84M 0.09% +1,825 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,411 shares; 2024Q4: 3,630 shares; 2025Q1: 3,623 shares; 2025Q2: 4,228 shares; 2025Q3: 6,539 shares; 2025Q4: 7,208 shares; 2026Q1: 6,348 shares; 2026Q2: 6,459 shares 6,459 $1.82M 0.09% +111 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,931 shares; 2024Q4: 15,230 shares; 2025Q1: 15,041 shares; 2025Q2: 15,177 shares; 2025Q3: 14,834 shares; 2025Q4: 15,161 shares; 2026Q1: 15,345 shares; 2026Q2: 15,461 shares 15,461 $1.81M 0.09% +116 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,885 shares; 2024Q4: 26,833 shares; 2025Q1: 26,041 shares; 2025Q2: 8,952 shares; 2025Q3: 9,423 shares; 2025Q4: 10,107 shares; 2026Q1: 9,225 shares; 2026Q2: 27,537 shares 27,537 $1.8M 0.09% +18,312 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: 5,228 shares; 2024Q4: 4,954 shares; 2025Q1: 4,928 shares; 2025Q2: 4,896 shares; 2025Q3: 4,515 shares; 2025Q4: 4,891 shares; 2026Q1: 4,965 shares; 2026Q2: 5,461 shares 5,461 $1.79M 0.09% +496 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: 12,134 shares; 2024Q4: 15,239 shares; 2025Q1: 15,168 shares; 2025Q2: 14,761 shares; 2025Q3: 13,834 shares; 2025Q4: 9,749 shares; 2026Q1: 10,500 shares; 2026Q2: 12,100 shares 12,100 $1.77M 0.08% +1,600 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,274 shares; 2024Q4: 76,697 shares; 2025Q1: 71,524 shares; 2025Q2: 55,411 shares; 2025Q3: 40,531 shares; 2025Q4: 35,323 shares; 2026Q1: 37,254 shares; 2026Q2: 38,298 shares 38,298 $1.77M 0.08% +1,044 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,173 shares; 2024Q4: 11,173 shares; 2025Q1: 11,173 shares; 2025Q2: 11,764 shares; 2025Q3: 10,962 shares; 2025Q4: 86,478 shares; 2026Q1: 92,187 shares; 2026Q2: 99,253 shares 99,253 $1.76M 0.08% +7,066 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,874 shares; 2024Q4: 7,977 shares; 2025Q1: 7,966 shares; 2025Q2: 8,431 shares; 2025Q3: 8,533 shares; 2025Q4: 8,345 shares; 2026Q1: 8,141 shares; 2026Q2: 4,820 shares 4,820 $1.69M 0.08% -3,321 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240 shares; 2024Q4: 1,158 shares; 2025Q1: 1,246 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 927 shares; 2026Q1: 927 shares; 2026Q2: 10,282 shares 10,282 $1.68M 0.08% +9,355 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,565 shares; 2024Q4: 22,338 shares; 2025Q1: 23,660 shares; 2025Q2: 19,517 shares; 2025Q3: 25,643 shares; 2025Q4: 28,751 shares; 2026Q1: 29,796 shares; 2026Q2: 31,685 shares 31,685 $1.66M 0.08% +1,889 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,852 shares; 2024Q4: 76,365 shares; 2025Q1: 73,984 shares; 2025Q2: 74,343 shares; 2025Q3: 72,778 shares; 2025Q4: 71,275 shares; 2026Q1: 70,880 shares; 2026Q2: 66,754 shares 66,754 $1.66M 0.08% -4,126 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: 1,476 shares; 2024Q4: 1,154 shares; 2025Q1: 1,363 shares; 2025Q2: 3,502 shares; 2025Q3: 3,588 shares; 2025Q4: 3,889 shares; 2026Q1: 3,999 shares; 2026Q2: 4,696 shares 4,696 $1.66M 0.08% +697 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 101 shares; 2025Q2: 93 shares; 2025Q3: 2,413 shares; 2025Q4: 2,552 shares; 2026Q1: 2,608 shares; 2026Q2: 3,887 shares 3,887 $1.66M 0.08% +1,279 Timeline VIOG 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: 9,158 shares; 2024Q4: 10,411 shares; 2025Q1: 11,037 shares; 2025Q2: 22,404 shares; 2025Q3: 11,288 shares; 2025Q4: 11,217 shares; 2026Q1: 11,216 shares; 2026Q2: 10,725 shares 10,725 $1.65M 0.08% -491 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,901 shares; 2024Q4: 21,501 shares; 2025Q1: 20,655 shares; 2025Q2: 20,380 shares; 2025Q3: 21,280 shares; 2025Q4: 21,130 shares; 2026Q1: 21,130 shares; 2026Q2: 21,155 shares 21,155 $1.64M 0.08% +25 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,760 shares; 2024Q4: 23,118 shares; 2025Q1: 25,500 shares; 2025Q2: 22,554 shares; 2025Q3: 24,566 shares; 2025Q4: 24,493 shares; 2026Q1: 23,979 shares; 2026Q2: 16,784 shares 16,784 $1.59M 0.08% -7,195 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,230 shares; 2024Q4: 31,875 shares; 2025Q1: 57,492 shares; 2025Q2: 53,969 shares; 2025Q3: 61,331 shares; 2025Q4: 58,797 shares; 2026Q1: 60,614 shares; 2026Q2: 60,614 shares 60,614 $1.57M 0.07% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 196 shares; 2025Q2: 7,667 shares; 2025Q3: 11,597 shares; 2025Q4: 11,427 shares; 2026Q1: 11,052 shares; 2026Q2: 11,507 shares 11,507 $1.56M 0.07% +455 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,613 shares; 2025Q2: 26,728 shares; 2025Q3: 29,045 shares; 2025Q4: 26,951 shares; 2026Q1: 27,778 shares; 2026Q2: 30,648 shares 30,648 $1.55M 0.07% +2,870 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: not reported; 2024Q4: 9,712 shares; 2025Q1: 10,437 shares; 2025Q2: 12,454 shares; 2025Q3: 13,706 shares; 2025Q4: 14,702 shares; 2026Q1: 15,539 shares; 2026Q2: 16,340 shares 16,340 $1.55M 0.07% +801 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,549 shares; 2024Q4: 3,937 shares; 2025Q1: 3,115 shares; 2025Q2: 3,126 shares; 2025Q3: 3,379 shares; 2025Q4: 3,447 shares; 2026Q1: 4,330 shares; 2026Q2: 4,239 shares 4,239 $1.53M 0.07% -91 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: 39,688 shares; 2024Q4: 39,738 shares; 2025Q1: 38,973 shares; 2025Q2: 32,213 shares; 2025Q3: 31,905 shares; 2025Q4: 29,724 shares; 2026Q1: 22,352 shares; 2026Q2: 6,048 shares 6,048 $1.53M 0.07% -16,304 Timeline SCHE 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: 38,987 shares; 2024Q4: 38,920 shares; 2025Q1: 38,595 shares; 2025Q2: 40,958 shares; 2025Q3: 40,149 shares; 2025Q4: 40,432 shares; 2026Q1: 40,414 shares; 2026Q2: 42,065 shares 42,065 $1.53M 0.07% +1,651 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: 9,684 shares; 2024Q4: 11,033 shares; 2025Q1: 12,946 shares; 2025Q2: 17,289 shares; 2025Q3: 20,403 shares; 2025Q4: 19,877 shares; 2026Q1: 11,821 shares; 2026Q2: 20,363 shares 20,363 $1.53M 0.07% +8,542 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: 40,698 shares; 2024Q4: 52,896 shares; 2025Q1: 36,843 shares; 2025Q2: 82,971 shares; 2025Q3: 73,961 shares; 2025Q4: 74,143 shares; 2026Q1: 69,984 shares; 2026Q2: 73,035 shares 73,035 $1.51M 0.07% +3,051 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 63,075 shares; 2025Q1: 64,181 shares; 2025Q2: 68,518 shares; 2025Q3: 73,597 shares; 2025Q4: 75,110 shares; 2026Q1: 76,409 shares; 2026Q2: 81,536 shares 81,536 $1.5M 0.07% +5,127 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: 690 shares; 2024Q4: 494 shares; 2025Q1: 479 shares; 2025Q2: 476 shares; 2025Q3: 235 shares; 2025Q4: 247 shares; 2026Q1: 2,489 shares; 2026Q2: 3,754 shares 3,754 $1.49M 0.07% +1,265 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: 8,037 shares; 2024Q4: 8,638 shares; 2025Q1: 8,561 shares; 2025Q2: 8,446 shares; 2025Q3: 5,817 shares; 2025Q4: 5,895 shares; 2026Q1: 5,902 shares; 2026Q2: 6,291 shares 6,291 $1.49M 0.07% +389 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: 1,038 shares; 2024Q4: not reported; 2025Q1: 6,485 shares; 2025Q2: 6,501 shares; 2025Q3: 6,504 shares; 2025Q4: 12,834 shares; 2026Q1: 15,449 shares; 2026Q2: 15,366 shares 15,366 $1.48M 0.07% -83 Timeline ONEV 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: 6,210 shares; 2024Q4: 7,261 shares; 2025Q1: 7,804 shares; 2025Q2: 9,002 shares; 2025Q3: 10,065 shares; 2025Q4: 11,838 shares; 2026Q1: 15,688 shares; 2026Q2: 10,312 shares 10,312 $1.48M 0.07% -5,376 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258 shares; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: 46,555 shares; 2025Q4: 53,149 shares; 2026Q1: 56,783 shares; 2026Q2: 61,600 shares 61,600 $1.47M 0.07% +4,817 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,002 shares; 2025Q2: 18,482 shares; 2025Q3: 28,971 shares; 2025Q4: 28,791 shares; 2026Q1: 30,594 shares; 2026Q2: 32,272 shares 32,272 $1.47M 0.07% +1,678 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: 18,174 shares; 2024Q4: 20,226 shares; 2025Q1: 16,112 shares; 2025Q2: 17,729 shares; 2025Q3: 16,211 shares; 2025Q4: 14,410 shares; 2026Q1: 14,915 shares; 2026Q2: 15,594 shares 15,594 $1.46M 0.07% +679 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 139 shares; 2026Q1: 9,879 shares; 2026Q2: 11,573 shares 11,573 $1.46M 0.07% +1,694 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,124 shares; 2024Q4: 10,818 shares; 2025Q1: 13,871 shares; 2025Q2: 11,691 shares; 2025Q3: 10,943 shares; 2025Q4: 11,432 shares; 2026Q1: 12,643 shares; 2026Q2: 11,936 shares 11,936 $1.45M 0.07% -707 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: 11,856 shares; 2024Q4: 11,644 shares; 2025Q1: 11,770 shares; 2025Q2: 13,488 shares; 2025Q3: 14,462 shares; 2025Q4: 14,747 shares; 2026Q1: 16,260 shares; 2026Q2: 12,454 shares 12,454 $1.45M 0.07% -3,806 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,529 shares; 2024Q4: 34,460 shares; 2025Q1: 41,490 shares; 2025Q2: 40,017 shares; 2025Q3: 37,919 shares; 2025Q4: 18,568 shares; 2026Q1: 17,401 shares; 2026Q2: 17,299 shares 17,299 $1.43M 0.07% -102 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: 66,281 shares; 2024Q4: 73,661 shares; 2025Q1: 59,414 shares; 2025Q2: 67,517 shares; 2025Q3: 10,870 shares; 2025Q4: 10,043 shares; 2026Q1: 9,698 shares; 2026Q2: 10,202 shares 10,202 $1.42M 0.07% +504 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: 6,333 shares; 2024Q4: 10,247 shares; 2025Q1: 28,268 shares; 2025Q2: 29,152 shares; 2025Q3: 28,589 shares; 2025Q4: 28,916 shares; 2026Q1: 32,258 shares; 2026Q2: 35,169 shares 35,169 $1.41M 0.07% +2,911 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,164 shares; 2026Q2: 10,863 shares 10,863 $1.39M 0.07% -2,301 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: 2,208 shares; 2024Q4: 3,233 shares; 2025Q1: 2,905 shares; 2025Q2: 3,350 shares; 2025Q3: 3,211 shares; 2025Q4: 3,378 shares; 2026Q1: 3,768 shares; 2026Q2: 4,639 shares 4,639 $1.38M 0.07% +871 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,284 shares; 2024Q4: 151,372 shares; 2025Q1: 142,350 shares; 2025Q2: 126,508 shares; 2025Q3: 121,007 shares; 2025Q4: 89,509 shares; 2026Q1: 91,083 shares; 2026Q2: 25,611 shares 25,611 $1.37M 0.07% -65,472 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: 30,806 shares; 2024Q4: 30,689 shares; 2025Q1: 29,320 shares; 2025Q2: 29,466 shares; 2025Q3: 29,480 shares; 2025Q4: 29,476 shares; 2026Q1: 28,570 shares; 2026Q2: 28,421 shares 28,421 $1.35M 0.06% -149 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,815 shares; 2024Q4: 20,803 shares; 2025Q1: 18,683 shares; 2025Q2: 16,352 shares; 2025Q3: 15,921 shares; 2025Q4: 14,701 shares; 2026Q1: 31,895 shares; 2026Q2: 58,597 shares 58,597 $1.33M 0.06% +26,702 Timeline FESM 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: 27,600 shares 27,600 $1.33M 0.06% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 905 shares; 2025Q3: 692 shares; 2025Q4: 539 shares; 2026Q1: 506 shares; 2026Q2: 672 shares 672 $1.33M 0.06% +166 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,899 shares; 2024Q4: 17,632 shares; 2025Q1: 15,469 shares; 2025Q2: 15,313 shares; 2025Q3: 14,884 shares; 2025Q4: 14,785 shares; 2026Q1: 35,602 shares; 2026Q2: 37,781 shares 37,781 $1.32M 0.06% +2,179 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: 7,266 shares; 2024Q4: 6,741 shares; 2025Q1: 6,754 shares; 2025Q2: 6,806 shares; 2025Q3: 6,830 shares; 2025Q4: 6,911 shares; 2026Q1: 10,817 shares; 2026Q2: 11,181 shares 11,181 $1.31M 0.06% +364 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: 1,554 shares; 2024Q4: 1,668 shares; 2025Q1: 1,372 shares; 2025Q2: 1,326 shares; 2025Q3: 1,330 shares; 2025Q4: 1,337 shares; 2026Q1: 1,827 shares; 2026Q2: 6,627 shares 6,627 $1.31M 0.06% +4,800 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: 134 shares; 2024Q4: 107 shares; 2025Q1: 108 shares; 2025Q2: 109 shares; 2025Q3: 1,537 shares; 2025Q4: 1,617 shares; 2026Q1: 1,675 shares; 2026Q2: 2,569 shares 2,569 $1.31M 0.06% +894 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: 3,597 shares; 2024Q4: 5,292 shares; 2025Q1: 6,342 shares; 2025Q2: 6,236 shares; 2025Q3: 3,878 shares; 2025Q4: 4,417 shares; 2026Q1: 3,362 shares; 2026Q2: 3,525 shares 3,525 $1.3M 0.06% +163 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,810 shares; 2024Q4: 5,306 shares; 2025Q1: 3,038 shares; 2025Q2: 3,145 shares; 2025Q3: 4,411 shares; 2025Q4: 4,800 shares; 2026Q1: 10,079 shares; 2026Q2: 10,628 shares 10,628 $1.29M 0.06% +549 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,801 shares; 2024Q4: 47,435 shares; 2025Q1: 47,948 shares; 2025Q2: 49,520 shares; 2025Q3: 51,653 shares; 2025Q4: 52,065 shares; 2026Q1: 52,285 shares; 2026Q2: 54,234 shares 54,234 $1.27M 0.06% +1,949 Timeline FXL 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: 628 shares; 2024Q4: 684 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 490 shares; 2026Q2: 5,765 shares 5,765 $1.25M 0.06% +5,275 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: 1,893 shares; 2024Q4: 1,576 shares; 2025Q1: 1,720 shares; 2025Q2: 1,641 shares; 2025Q3: 2,500 shares; 2025Q4: 2,149 shares; 2026Q1: 2,537 shares; 2026Q2: 3,649 shares 3,649 $1.25M 0.06% +1,112 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,089 shares; 2024Q4: 50,856 shares; 2025Q1: 52,329 shares; 2025Q2: 35,880 shares; 2025Q3: 44,164 shares; 2025Q4: 45,526 shares; 2026Q1: 43,141 shares; 2026Q2: 46,612 shares 46,612 $1.24M 0.06% +3,471 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,148 shares 19,148 $1.24M 0.06% new Timeline FNDX 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: 7,299 shares; 2024Q4: 22,691 shares; 2025Q1: 23,555 shares; 2025Q2: 27,036 shares; 2025Q3: 35,643 shares; 2025Q4: 38,057 shares; 2026Q1: 37,691 shares; 2026Q2: 38,934 shares 38,934 $1.21M 0.06% +1,243 Timeline JANU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,874 shares; 2025Q3: 46,778 shares; 2025Q4: 38,603 shares; 2026Q1: 30,967 shares; 2026Q2: 40,158 shares 40,158 $1.21M 0.06% +9,191 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: 12,496 shares; 2024Q4: 12,617 shares; 2025Q1: 9,984 shares; 2025Q2: 9,984 shares; 2025Q3: 9,589 shares; 2025Q4: 5,497 shares; 2026Q1: 5,582 shares; 2026Q2: 6,304 shares 6,304 $1.17M 0.06% +722 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: 3,739 shares; 2024Q4: 3,262 shares; 2025Q1: 2,498 shares; 2025Q2: 4,496 shares; 2025Q3: 7,170 shares; 2025Q4: 12,060 shares; 2026Q1: 12,470 shares; 2026Q2: 15,798 shares 15,798 $1.16M 0.06% +3,328 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: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 11,725 shares; 2026Q2: 15,234 shares 15,234 $1.16M 0.06% +3,509 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: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,961 shares; 2025Q2: 2,180 shares; 2025Q3: 4,302 shares; 2025Q4: 4,595 shares; 2026Q1: 4,734 shares; 2026Q2: 7,286 shares 7,286 $1.14M 0.05% +2,552 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: 5,940 shares; 2024Q4: 5,747 shares; 2025Q1: 5,558 shares; 2025Q2: 5,868 shares; 2025Q3: 6,939 shares; 2025Q4: 7,083 shares; 2026Q1: 9,204 shares; 2026Q2: 9,320 shares 9,320 $1.11M 0.05% +116 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: 24,784 shares; 2024Q4: 24,559 shares; 2025Q1: 25,906 shares; 2025Q2: 26,903 shares; 2025Q3: 27,389 shares; 2025Q4: 18,124 shares; 2026Q1: 15,013 shares; 2026Q2: 14,105 shares 14,105 $1.1M 0.05% -908 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: 1,394 shares; 2024Q4: 1,411 shares; 2025Q1: 1,456 shares; 2025Q2: 1,392 shares; 2025Q3: 1,395 shares; 2025Q4: 1,397 shares; 2026Q1: 1,379 shares; 2026Q2: 1,499 shares 1,499 $1.08M 0.05% +120 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: 8,841 shares; 2024Q4: 9,509 shares; 2025Q1: 11,049 shares; 2025Q2: 7,073 shares; 2025Q3: 4,569 shares; 2025Q4: 4,636 shares; 2026Q1: 4,597 shares; 2026Q2: 4,257 shares 4,257 $1.08M 0.05% -340 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: 11,116 shares; 2024Q4: 20,329 shares; 2025Q1: 20,439 shares; 2025Q2: 21,718 shares; 2025Q3: 23,137 shares; 2025Q4: 24,918 shares; 2026Q1: 27,681 shares; 2026Q2: 29,603 shares 29,603 $1.07M 0.05% +1,922 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,487 shares; 2024Q4: 3,895 shares; 2025Q1: 3,781 shares; 2025Q2: 3,982 shares; 2025Q3: 5,497 shares; 2025Q4: 6,927 shares; 2026Q1: 11,233 shares; 2026Q2: 12,494 shares 12,494 $1.07M 0.05% +1,261 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: 15,633 shares; 2024Q4: 15,836 shares; 2025Q1: 16,846 shares; 2025Q2: 16,666 shares; 2025Q3: 12,632 shares; 2025Q4: 9,777 shares; 2026Q1: 8,209 shares; 2026Q2: 4,814 shares 4,814 $1.06M 0.05% -3,395 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: 4,401 shares; 2024Q4: 4,479 shares; 2025Q1: 2,209 shares; 2025Q2: 2,260 shares; 2025Q3: 2,451 shares; 2025Q4: 4,413 shares; 2026Q1: 2,050 shares; 2026Q2: 2,053 shares 2,053 $1.05M 0.05% +3 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: 3,589 shares; 2024Q4: 1,285 shares; 2025Q1: 864 shares; 2025Q2: 1,411 shares; 2025Q3: 2,310 shares; 2025Q4: 2,319 shares; 2026Q1: 19,080 shares; 2026Q2: 24,921 shares 24,921 $1.03M 0.05% +5,841 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,020 shares; 2024Q4: 18,170 shares; 2025Q1: 17,520 shares; 2025Q2: 15,370 shares; 2025Q3: 15,750 shares; 2025Q4: 16,200 shares; 2026Q1: 16,420 shares; 2026Q2: 16,420 shares 16,420 $1.03M 0.05% 0 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,330 shares; 2025Q4: 4,071 shares; 2026Q1: 8,962 shares; 2026Q2: 39,555 shares 39,555 $1.02M 0.05% +30,593 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,320 shares; 2024Q4: 12,320 shares; 2025Q1: 11,870 shares; 2025Q2: 14,570 shares; 2025Q3: 15,520 shares; 2025Q4: 15,520 shares; 2026Q1: 15,520 shares; 2026Q2: 17,120 shares 17,120 $1.01M 0.05% +1,600 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,725 shares; 2025Q2: 6,811 shares; 2025Q3: 13,485 shares; 2025Q4: 14,100 shares; 2026Q1: 14,371 shares; 2026Q2: 15,331 shares 15,331 $1.01M 0.05% +960 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,736 shares; 2024Q4: 90,367 shares; 2025Q1: 70,975 shares; 2025Q2: 81,742 shares; 2025Q3: 83,436 shares; 2025Q4: 91,109 shares; 2026Q1: 93,982 shares; 2026Q2: 132,993 shares 132,993 $1.01M 0.05% +39,011 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: 809 shares; 2024Q4: 744 shares; 2025Q1: 1,013 shares; 2025Q2: 1,122 shares; 2025Q3: 1,257 shares; 2025Q4: 1,919 shares; 2026Q1: 1,538 shares; 2026Q2: 1,782 shares 1,782 $1M 0.05% +244 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: 164,361 shares; 2024Q4: 157,712 shares; 2025Q1: 35,904 shares; 2025Q2: 25,270 shares; 2025Q3: 18,621 shares; 2025Q4: 17,793 shares; 2026Q1: 18,227 shares; 2026Q2: 17,552 shares 17,552 $1M 0.05% -675 Timeline FTXR 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: not reported; 2026Q1: not reported; 2026Q2: 21,921 shares 21,921 $999K 0.05% new Timeline KRE 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: 898 shares; 2024Q4: 904 shares; 2025Q1: 814 shares; 2025Q2: 509 shares; 2025Q3: 635 shares; 2025Q4: 638 shares; 2026Q1: 641 shares; 2026Q2: 13,129 shares 13,129 $983K 0.05% +12,488 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 137 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 5 shares; 2026Q2: 10,318 shares 10,318 $975K 0.05% +10,313 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: 3,247 shares; 2024Q4: 2,598 shares; 2025Q1: 2,909 shares; 2025Q2: 2,684 shares; 2025Q3: 11,282 shares; 2025Q4: 12,981 shares; 2026Q1: 9,811 shares; 2026Q2: 10,983 shares 10,983 $964K 0.05% +1,172 Timeline FV 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: 28,718 shares; 2024Q4: 29,553 shares; 2025Q1: 25,011 shares; 2025Q2: 24,821 shares; 2025Q3: 23,254 shares; 2025Q4: 21,984 shares; 2026Q1: 11,731 shares; 2026Q2: 12,674 shares 12,674 $962K 0.05% +943 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,298 shares; 2024Q4: 63,626 shares; 2025Q1: 62,445 shares; 2025Q2: 69,910 shares; 2025Q3: 59,059 shares; 2025Q4: 15,907 shares; 2026Q1: 15,865 shares; 2026Q2: 15,736 shares 15,736 $950K 0.05% -129 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,107 shares; 2024Q4: 3,988 shares; 2025Q1: 4,011 shares; 2025Q2: 4,103 shares; 2025Q3: 2,727 shares; 2025Q4: 2,666 shares; 2026Q1: 2,577 shares; 2026Q2: 3,262 shares 3,262 $948K 0.05% +685 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,261 shares; 2024Q4: 1,236 shares; 2025Q1: 6,055 shares; 2025Q2: 8,381 shares; 2025Q3: 15,412 shares; 2025Q4: 17,921 shares; 2026Q1: 20,591 shares; 2026Q2: 18,776 shares 18,776 $946K 0.05% -1,815 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: 1,058 shares; 2024Q4: 530 shares; 2025Q1: 607 shares; 2025Q2: 618 shares; 2025Q3: 2,606 shares; 2025Q4: 3,163 shares; 2026Q1: 2,521 shares; 2026Q2: 3,453 shares 3,453 $933K 0.04% +932 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,109 shares; 2024Q4: 40,005 shares; 2025Q1: 38,999 shares; 2025Q2: 37,897 shares; 2025Q3: 30,266 shares; 2025Q4: 28,694 shares; 2026Q1: 18,219 shares; 2026Q2: 21,229 shares 21,229 $926K 0.04% +3,010 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 15,252 shares; 2026Q2: 17,264 shares 17,264 $922K 0.04% +2,012 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares; 2026Q2: 8,729 shares 8,729 $916K 0.04% +7,722 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: 1,952 shares; 2025Q1: 1,900 shares; 2025Q2: 1,871 shares; 2025Q3: 1,763 shares; 2025Q4: 1,939 shares; 2026Q1: 2,193 shares; 2026Q2: 5,346 shares 5,346 $908K 0.04% +3,153 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: 5,564 shares; 2024Q4: 5,753 shares; 2025Q1: 5,790 shares; 2025Q2: 5,743 shares; 2025Q3: 5,741 shares; 2025Q4: 6,076 shares; 2026Q1: 5,322 shares; 2026Q2: 6,186 shares 6,186 $907K 0.04% +864 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: 14,362 shares; 2024Q4: 14,881 shares; 2025Q1: 11,148 shares; 2025Q2: 10,636 shares; 2025Q3: 9,344 shares; 2025Q4: 21,803 shares; 2026Q1: 3,800 shares; 2026Q2: 5,692 shares 5,692 $903K 0.04% +1,892 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,148 shares; 2024Q4: 1,130 shares; 2025Q1: 1,161 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,230 shares; 2026Q1: 1,266 shares; 2026Q2: 1,249 shares 1,249 $891K 0.04% -17 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,215 shares; 2026Q2: 12,199 shares 12,199 $889K 0.04% +8,984 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,518 shares; 2025Q3: 17,869 shares; 2025Q4: 18,639 shares; 2026Q1: 20,274 shares; 2026Q2: 20,024 shares 20,024 $863K 0.04% -250 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,747 shares; 2024Q4: 12,285 shares; 2025Q1: 11,188 shares; 2025Q2: 12,354 shares; 2025Q3: 12,647 shares; 2025Q4: 11,152 shares; 2026Q1: 10,238 shares; 2026Q2: 9,387 shares 9,387 $860K 0.04% -851 Timeline PDP 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: 356 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 5,487 shares 5,487 $833K 0.04% +5,131 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,450 shares; 2025Q1: 2,720 shares; 2025Q2: 3,050 shares; 2025Q3: 2,100 shares; 2025Q4: 1,750 shares; 2026Q1: 2,259 shares; 2026Q2: 3,014 shares 3,014 $832K 0.04% +755 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,762 shares; 2024Q4: 18,748 shares; 2025Q1: 18,374 shares; 2025Q2: 13,717 shares; 2025Q3: 10,123 shares; 2025Q4: 12,234 shares; 2026Q1: 14,596 shares; 2026Q2: 19,625 shares 19,625 $832K 0.04% +5,029 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,175 shares; 2024Q4: 107,163 shares; 2025Q1: 108,217 shares; 2025Q2: 110,701 shares; 2025Q3: 142,624 shares; 2025Q4: 147,452 shares; 2026Q1: 134,124 shares; 2026Q2: 166,680 shares 166,680 $832K 0.04% +32,556 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,425 shares; 2024Q4: 14,175 shares; 2025Q1: 14,385 shares; 2025Q2: 13,860 shares; 2025Q3: 13,860 shares; 2025Q4: 13,860 shares; 2026Q1: 13,860 shares; 2026Q2: 14,060 shares 14,060 $830K 0.04% +200 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,440 shares; 2024Q4: 3,310 shares; 2025Q1: 1,641 shares; 2025Q2: 1,806 shares; 2025Q3: 1,827 shares; 2025Q4: 2,127 shares; 2026Q1: 2,021 shares; 2026Q2: 2,466 shares 2,466 $826K 0.04% +445 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,147 shares 24,147 $824K 0.04% new 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: 10,052 shares; 2024Q4: 10,860 shares; 2025Q1: 9,012 shares; 2025Q2: 7,807 shares; 2025Q3: 7,400 shares; 2025Q4: 6,162 shares; 2026Q1: 5,504 shares; 2026Q2: 5,540 shares 5,540 $822K 0.04% +36 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,910 shares; 2024Q4: 21,180 shares; 2025Q1: 22,767 shares; 2025Q2: 22,866 shares; 2025Q3: 22,131 shares; 2025Q4: 17,197 shares; 2026Q1: 15,908 shares; 2026Q2: 15,328 shares 15,328 $817K 0.04% -580 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,659 shares; 2024Q4: 1,657 shares; 2025Q1: 1,785 shares; 2025Q2: 1,287 shares; 2025Q3: 5,260 shares; 2025Q4: 5,459 shares; 2026Q1: 4,180 shares; 2026Q2: 4,725 shares 4,725 $814K 0.04% +545 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,230 shares; 2024Q4: 7,837 shares; 2025Q1: 8,121 shares; 2025Q2: 9,126 shares; 2025Q3: 11,482 shares; 2025Q4: 12,963 shares; 2026Q1: 12,653 shares; 2026Q2: 15,342 shares 15,342 $809K 0.04% +2,689 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,126 shares; 2024Q4: 104,808 shares; 2025Q1: 106,024 shares; 2025Q2: 9,237 shares; 2025Q3: 13,605 shares; 2025Q4: 13,478 shares; 2026Q1: 14,942 shares; 2026Q2: 15,905 shares 15,905 $805K 0.04% +963 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,660 shares; 2024Q4: 11,182 shares; 2025Q1: 1,278 shares; 2025Q2: 1,269 shares; 2025Q3: 1,201 shares; 2025Q4: 1,202 shares; 2026Q1: 1,230 shares; 2026Q2: 1,248 shares 1,248 $800K 0.04% +18 Timeline IYF 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: 154 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 6,214 shares 6,214 $792K 0.04% +6,096 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,814 shares; 2024Q4: 33,281 shares; 2025Q1: 33,758 shares; 2025Q2: 56,408 shares; 2025Q3: 138,003 shares; 2025Q4: 112,391 shares; 2026Q1: 133,856 shares; 2026Q2: 136,845 shares 136,845 $792K 0.04% +2,989 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: 215 shares; 2024Q4: 535 shares; 2025Q1: 919 shares; 2025Q2: 947 shares; 2025Q3: 249 shares; 2025Q4: 170 shares; 2026Q1: 252 shares; 2026Q2: 7,055 shares 7,055 $784K 0.04% +6,803 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: 15,819 shares; 2024Q4: 16,276 shares; 2025Q1: 39,849 shares; 2025Q2: 39,484 shares; 2025Q3: 37,376 shares; 2025Q4: 37,242 shares; 2026Q1: 36,446 shares; 2026Q2: 43,761 shares 43,761 $782K 0.04% +7,315 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,874 shares; 2024Q4: 1,802 shares; 2025Q1: 1,831 shares; 2025Q2: 1,858 shares; 2025Q3: 1,612 shares; 2025Q4: 1,590 shares; 2026Q1: 1,562 shares; 2026Q2: 6,250 shares 6,250 $776K 0.04% +4,688 Timeline SCHI 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: 8,584 shares; 2024Q4: 15,164 shares; 2025Q1: 19,323 shares; 2025Q2: 24,658 shares; 2025Q3: 30,995 shares; 2025Q4: 33,206 shares; 2026Q1: 32,827 shares; 2026Q2: 34,232 shares 34,232 $775K 0.04% +1,405 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,569 shares; 2025Q2: 9,643 shares; 2025Q3: 18,229 shares; 2025Q4: 19,025 shares; 2026Q1: 21,315 shares; 2026Q2: 29,470 shares 29,470 $756K 0.04% +8,155 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,326 shares; 2024Q4: 10,042 shares; 2025Q1: 12,396 shares; 2025Q2: 12,897 shares; 2025Q3: 7,103 shares; 2025Q4: 7,790 shares; 2026Q1: 10,601 shares; 2026Q2: 11,125 shares 11,125 $752K 0.04% +524 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,313 shares; 2024Q4: 1,263 shares; 2025Q1: 1,131 shares; 2025Q2: 1,127 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares; 2026Q1: 1,077 shares; 2026Q2: 2,119 shares 2,119 $751K 0.04% +1,042 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: 6,387 shares; 2024Q4: 6,435 shares; 2025Q1: 7,202 shares; 2025Q2: 7,473 shares; 2025Q3: 2,823 shares; 2025Q4: 2,619 shares; 2026Q1: 2,592 shares; 2026Q2: 2,753 shares 2,753 $749K 0.04% +161 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: 724 shares; 2024Q4: 760 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 552 shares; 2025Q4: 692 shares; 2026Q1: 704 shares; 2026Q2: 736 shares 736 $744K 0.04% +32 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,320 shares; 2024Q4: 11,454 shares; 2025Q1: 12,689 shares; 2025Q2: 12,226 shares; 2025Q3: 12,861 shares; 2025Q4: 11,524 shares; 2026Q1: 8,721 shares; 2026Q2: 8,848 shares 8,848 $740K 0.04% +127 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: 1,552 shares; 2024Q4: 1,391 shares; 2025Q1: 1,464 shares; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 1,556 shares; 2026Q1: 1,566 shares; 2026Q2: 1,971 shares 1,971 $737K 0.04% +405 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,502 shares; 2024Q4: 5,465 shares; 2025Q1: 5,846 shares; 2025Q2: 5,890 shares; 2025Q3: 8,766 shares; 2025Q4: 7,547 shares; 2026Q1: 7,959 shares; 2026Q2: 6,753 shares 6,753 $737K 0.04% -1,206 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 8,910 shares; 2025Q4: 11,052 shares; 2026Q1: 7,609 shares; 2026Q2: 7,799 shares 7,799 $734K 0.03% +190 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: 5,243 shares; 2024Q4: 5,573 shares; 2025Q1: 5,606 shares; 2025Q2: 6,061 shares; 2025Q3: 6,086 shares; 2025Q4: 5,916 shares; 2026Q1: 5,820 shares; 2026Q2: 5,361 shares 5,361 $733K 0.03% -459 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 4,099 shares 4,099 $732K 0.03% +4,059 Timeline SPLB 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: 390 shares; 2024Q4: 490 shares; 2025Q1: 1,914 shares; 2025Q2: 2,617 shares; 2025Q3: 4,129 shares; 2025Q4: 7,366 shares; 2026Q1: 17,397 shares; 2026Q2: 32,328 shares 32,328 $724K 0.03% +14,931 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: 2,545 shares; 2025Q3: 9,180 shares; 2025Q4: 10,209 shares; 2026Q1: 10,132 shares; 2026Q2: 11,137 shares 11,137 $722K 0.03% +1,005 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,022 shares; 2024Q4: 5,631 shares; 2025Q1: 6,349 shares; 2025Q2: 6,315 shares; 2025Q3: 8,116 shares; 2025Q4: 8,015 shares; 2026Q1: 5,819 shares; 2026Q2: 5,827 shares 5,827 $707K 0.03% +8 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: 14,752 shares; 2024Q4: 15,323 shares; 2025Q1: 15,276 shares; 2025Q2: 15,003 shares; 2025Q3: 5,914 shares; 2025Q4: 2,832 shares; 2026Q1: 9,315 shares; 2026Q2: 9,485 shares 9,485 $706K 0.03% +170 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,424 shares; 2026Q2: 13,970 shares 13,970 $704K 0.03% +3,546 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,854 shares; 2025Q2: 6,742 shares; 2025Q3: 14,203 shares; 2025Q4: 15,142 shares; 2026Q1: 16,343 shares; 2026Q2: 19,410 shares 19,410 $703K 0.03% +3,067 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,087 shares 7,087 $699K 0.03% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,291 shares; 2024Q4: 16,171 shares; 2025Q1: 20,611 shares; 2025Q2: 20,789 shares; 2025Q3: 22,332 shares; 2025Q4: 22,050 shares; 2026Q1: 10,249 shares; 2026Q2: 13,009 shares 13,009 $696K 0.03% +2,760 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,042 shares; 2024Q4: 4,021 shares; 2025Q1: 4,387 shares; 2025Q2: 4,567 shares; 2025Q3: 7,339 shares; 2025Q4: 3,270 shares; 2026Q1: 2,374 shares; 2026Q2: 2,367 shares 2,367 $694K 0.03% -7 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,554 shares; 2025Q1: 1,508 shares; 2025Q2: 1,489 shares; 2025Q3: 1,435 shares; 2025Q4: 1,404 shares; 2026Q1: 1,394 shares; 2026Q2: 1,587 shares 1,587 $688K 0.03% +193 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,594 shares; 2024Q4: 11,034 shares; 2025Q1: 11,132 shares; 2025Q2: 15,376 shares; 2025Q3: 15,740 shares; 2025Q4: 15,829 shares; 2026Q1: 15,738 shares; 2026Q2: 14,717 shares 14,717 $684K 0.03% -1,021 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,681 shares; 2024Q4: 43,731 shares; 2025Q1: 43,819 shares; 2025Q2: 40,635 shares; 2025Q3: 47,755 shares; 2025Q4: 41,949 shares; 2026Q1: 38,368 shares; 2026Q2: 22,471 shares 22,471 $682K 0.03% -15,897 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: 3,555 shares; 2024Q4: 3,628 shares; 2025Q1: 3,624 shares; 2025Q2: 3,727 shares; 2025Q3: 4,257 shares; 2025Q4: 3,588 shares; 2026Q1: 3,753 shares; 2026Q2: 3,759 shares 3,759 $680K 0.03% +6 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,849 shares; 2024Q4: 8,666 shares; 2025Q1: 8,417 shares; 2025Q2: 6,405 shares; 2025Q3: 7,726 shares; 2025Q4: 8,347 shares; 2026Q1: 8,606 shares; 2026Q2: 8,866 shares 8,866 $680K 0.03% +260 Timeline GNOM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,643 shares; 2025Q4: 12,124 shares; 2026Q1: 10,560 shares; 2026Q2: 11,892 shares 11,892 $676K 0.03% +1,332 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,429 shares; 2024Q4: 30,809 shares; 2025Q1: 19,922 shares; 2025Q2: 19,742 shares; 2025Q3: 44,366 shares; 2025Q4: 8,583 shares; 2026Q1: 8,731 shares; 2026Q2: 6,307 shares 6,307 $676K 0.03% -2,424 Timeline FJAN 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: 10,660 shares; 2024Q4: 10,352 shares; 2025Q1: 11,072 shares; 2025Q2: 11,262 shares; 2025Q3: 11,408 shares; 2025Q4: 11,275 shares; 2026Q1: 10,856 shares; 2026Q2: 12,225 shares 12,225 $673K 0.03% +1,369 Timeline ESLV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; 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: 12,372 shares; 2026Q1: 21,311 shares; 2026Q2: 23,520 shares 23,520 $673K 0.03% +2,209 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: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 485 shares; 2026Q1: 566 shares; 2026Q2: 694 shares 694 $670K 0.03% +128 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,770 shares; 2024Q4: 14,724 shares; 2025Q1: 15,877 shares; 2025Q2: 16,124 shares; 2025Q3: 26,644 shares; 2025Q4: 25,971 shares; 2026Q1: 25,024 shares; 2026Q2: 29,448 shares 29,448 $666K 0.03% +4,424 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,777 shares; 2024Q4: 8,488 shares; 2025Q1: 10,582 shares; 2025Q2: 9,723 shares; 2025Q3: 9,445 shares; 2025Q4: 10,457 shares; 2026Q1: 9,251 shares; 2026Q2: 8,365 shares 8,365 $664K 0.03% -886 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,910 shares; 2024Q4: 6,357 shares; 2025Q1: 6,180 shares; 2025Q2: 5,983 shares; 2025Q3: 1,957 shares; 2025Q4: 860 shares; 2026Q1: 3,490 shares; 2026Q2: 3,583 shares 3,583 $663K 0.03% +93 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,205 shares; 2024Q4: 17,605 shares; 2025Q1: 14,248 shares; 2025Q2: 13,980 shares; 2025Q3: 13,980 shares; 2025Q4: 13,980 shares; 2026Q1: 13,640 shares; 2026Q2: 13,565 shares 13,565 $662K 0.03% -75 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: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 11 shares; 2025Q3: 2,552 shares; 2025Q4: 3,013 shares; 2026Q1: 2,256 shares; 2026Q2: 2,246 shares 2,246 $655K 0.03% -10 Timeline TIPX 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: 41 shares; 2024Q4: 1,021 shares; 2025Q1: 10,495 shares; 2025Q2: 17,747 shares; 2025Q3: 29,261 shares; 2025Q4: 31,445 shares; 2026Q1: 32,024 shares; 2026Q2: 34,348 shares 34,348 $650K 0.03% +2,324 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,307 shares; 2024Q4: 4,628 shares; 2025Q1: 4,615 shares; 2025Q2: 4,487 shares; 2025Q3: 1,452 shares; 2025Q4: 975 shares; 2026Q1: 2,848 shares; 2026Q2: 2,884 shares 2,884 $647K 0.03% +36 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: 916 shares; 2024Q4: 775 shares; 2025Q1: 869 shares; 2025Q2: 853 shares; 2025Q3: 849 shares; 2025Q4: 804 shares; 2026Q1: 1,652 shares; 2026Q2: 1,860 shares 1,860 $640K 0.03% +208 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: 8 shares; 2024Q4: 238 shares; 2025Q1: 246 shares; 2025Q2: 393 shares; 2025Q3: 10,558 shares; 2025Q4: 12,137 shares; 2026Q1: 8,724 shares; 2026Q2: 8,852 shares 8,852 $640K 0.03% +128 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,942 shares; 2024Q4: 5,801 shares; 2025Q1: 5,758 shares; 2025Q2: 5,510 shares; 2025Q3: 6,376 shares; 2025Q4: 6,092 shares; 2026Q1: 5,633 shares; 2026Q2: 5,680 shares 5,680 $638K 0.03% +47 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,127 shares; 2024Q4: 10,509 shares; 2025Q1: 9,101 shares; 2025Q2: 9,207 shares; 2025Q3: 8,963 shares; 2025Q4: 9,874 shares; 2026Q1: 11,078 shares; 2026Q2: 8,759 shares 8,759 $636K 0.03% -2,319 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 41 shares; 2025Q1: 149 shares; 2025Q2: 658 shares; 2025Q3: 987 shares; 2025Q4: 1,175 shares; 2026Q1: 1,496 shares; 2026Q2: 4,032 shares 4,032 $633K 0.03% +2,536 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,250 shares; 2024Q4: 3,559 shares; 2025Q1: 3,254 shares; 2025Q2: 3,237 shares; 2025Q3: 2,967 shares; 2025Q4: 3,102 shares; 2026Q1: 3,043 shares; 2026Q2: 2,792 shares 2,792 $630K 0.03% -251 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 208 shares; 2025Q1: 157 shares; 2025Q2: 156 shares; 2025Q3: 161 shares; 2025Q4: 621 shares; 2026Q1: 650 shares; 2026Q2: 3,056 shares 3,056 $627K 0.03% +2,406 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 19,550 shares; 2026Q1: 19,750 shares; 2026Q2: 19,750 shares 19,750 $621K 0.03% 0 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,737 shares; 2024Q4: 87,427 shares; 2025Q1: 33,326 shares; 2025Q2: 36,516 shares; 2025Q3: 37,999 shares; 2025Q4: 49,039 shares; 2026Q1: 52,012 shares; 2026Q2: 86,397 shares 86,397 $620K 0.03% +34,385 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: 12,646 shares; 2024Q4: 12,299 shares; 2025Q1: 18,037 shares; 2025Q2: 15,058 shares; 2025Q3: 15,170 shares; 2025Q4: 15,278 shares; 2026Q1: 6,860 shares; 2026Q2: 12,220 shares 12,220 $618K 0.03% +5,360 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,321 shares; 2024Q4: 5,746 shares; 2025Q1: 6,733 shares; 2025Q2: 7,085 shares; 2025Q3: 2,825 shares; 2025Q4: 2,320 shares; 2026Q1: 6,374 shares; 2026Q2: 7,953 shares 7,953 $610K 0.03% +1,579 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 800 shares; 2026Q2: 12,147 shares 12,147 $605K 0.03% +11,347 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 3,024 shares; 2025Q3: 33,031 shares; 2025Q4: 4,204 shares; 2026Q1: 4,854 shares; 2026Q2: 5,613 shares 5,613 $600K 0.03% +759 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS 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: 10,728 shares 10,728 $599K 0.03% new 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: 4,904 shares; 2024Q4: 4,743 shares; 2025Q1: 4,793 shares; 2025Q2: 4,909 shares; 2025Q3: 336 shares; 2025Q4: 407 shares; 2026Q1: 1,294 shares; 2026Q2: 1,691 shares 1,691 $599K 0.03% +397 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: 2,838 shares; 2024Q4: 2,872 shares; 2025Q1: 2,986 shares; 2025Q2: 3,186 shares; 2025Q3: 3,185 shares; 2025Q4: 3,782 shares; 2026Q1: 4,151 shares; 2026Q2: 4,361 shares 4,361 $597K 0.03% +210 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,021 shares; 2024Q4: 9,540 shares; 2025Q1: 12,639 shares; 2025Q2: 10,896 shares; 2025Q3: 8,478 shares; 2025Q4: 8,466 shares; 2026Q1: 7,464 shares; 2026Q2: 5,455 shares 5,455 $596K 0.03% -2,009 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 10,437 shares; 2025Q1: 10,917 shares; 2025Q2: 8,677 shares; 2025Q3: 9,902 shares; 2025Q4: 7,606 shares; 2026Q1: 7,414 shares; 2026Q2: 5,598 shares 5,598 $596K 0.03% -1,816 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 3,020 shares; 2025Q2: 5,600 shares; 2025Q3: 12,145 shares; 2025Q4: 12,882 shares; 2026Q1: 13,751 shares; 2026Q2: 18,366 shares 18,366 $589K 0.03% +4,615 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: 2,275 shares; 2024Q4: 2,096 shares; 2025Q1: 2,171 shares; 2025Q2: 1,972 shares; 2025Q3: 1,954 shares; 2025Q4: 2,262 shares; 2026Q1: 2,758 shares; 2026Q2: 3,176 shares 3,176 $587K 0.03% +418 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,011 shares; 2024Q4: 3,705 shares; 2025Q1: 6,321 shares; 2025Q2: 6,140 shares; 2025Q3: 9,252 shares; 2025Q4: 10,544 shares; 2026Q1: 11,061 shares; 2026Q2: 11,705 shares 11,705 $584K 0.03% +644 Timeline GRPM 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: 1,302 shares; 2024Q4: 2,264 shares; 2025Q1: 2,638 shares; 2025Q2: 3,254 shares; 2025Q3: 3,241 shares; 2025Q4: 4,075 shares; 2026Q1: 4,259 shares; 2026Q2: 4,466 shares 4,466 $581K 0.03% +207 Timeline EMHC 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: 73 shares; 2024Q4: 449 shares; 2025Q1: 6,341 shares; 2025Q2: 11,101 shares; 2025Q3: 19,075 shares; 2025Q4: 20,589 shares; 2026Q1: 20,930 shares; 2026Q2: 22,692 shares 22,692 $577K 0.03% +1,762 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: 869 shares; 2024Q4: 294 shares; 2025Q1: 248 shares; 2025Q2: 258 shares; 2025Q3: 253 shares; 2025Q4: 248 shares; 2026Q1: 5,736 shares; 2026Q2: 6,201 shares 6,201 $569K 0.03% +465 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: 3,794 shares; 2024Q4: 3,048 shares; 2025Q1: 2,753 shares; 2025Q2: 3,078 shares; 2025Q3: 3,029 shares; 2025Q4: 2,991 shares; 2026Q1: 2,992 shares; 2026Q2: 2,593 shares 2,593 $569K 0.03% -399 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,978 shares; 2024Q4: 13,516 shares; 2025Q1: 11,060 shares; 2025Q2: 10,817 shares; 2025Q3: 9,350 shares; 2025Q4: 6,144 shares; 2026Q1: 5,012 shares; 2026Q2: 4,840 shares 4,840 $568K 0.03% -172 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 265 shares; 2025Q2: 7,641 shares; 2025Q3: 14,591 shares; 2025Q4: 17,228 shares; 2026Q1: 8,470 shares; 2026Q2: 5,170 shares 5,170 $568K 0.03% -3,300 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,156 shares; 2025Q3: 2,996 shares; 2025Q4: 3,128 shares; 2026Q1: 3,377 shares; 2026Q2: 3,397 shares 3,397 $562K 0.03% +20 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,432 shares 9,432 $558K 0.03% new Timeline VCLT 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: 157 shares; 2024Q4: 160 shares; 2025Q1: 1,800 shares; 2025Q2: 1,900 shares; 2025Q3: 1,123 shares; 2025Q4: 2,019 shares; 2026Q1: 3,856 shares; 2026Q2: 7,405 shares 7,405 $557K 0.03% +3,549 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 1,489 shares; 2025Q1: 1,490 shares; 2025Q2: 6,028 shares; 2025Q3: 7,980 shares; 2025Q4: 8,752 shares; 2026Q1: 8,168 shares; 2026Q2: 8,484 shares 8,484 $557K 0.03% +316 Timeline EELV 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: 772 shares; 2024Q4: 780 shares; 2025Q1: 786 shares; 2025Q2: 543 shares; 2025Q3: 550 shares; 2025Q4: 5,985 shares; 2026Q1: 17,381 shares; 2026Q2: 20,005 shares 20,005 $556K 0.03% +2,624 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 2,076 shares; 2025Q2: 3,969 shares; 2025Q3: 7,703 shares; 2025Q4: 7,997 shares; 2026Q1: 8,085 shares; 2026Q2: 8,827 shares 8,827 $553K 0.03% +742 Timeline FUTY 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: 7,737 shares; 2024Q4: 7,774 shares; 2025Q1: 7,547 shares; 2025Q2: 7,639 shares; 2025Q3: 7,609 shares; 2025Q4: 8,154 shares; 2026Q1: 8,985 shares; 2026Q2: 9,394 shares 9,394 $549K 0.03% +409 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: 3,310 shares; 2024Q4: 2,934 shares; 2025Q1: 2,919 shares; 2025Q2: 2,766 shares; 2025Q3: 2,577 shares; 2025Q4: 3,035 shares; 2026Q1: 3,823 shares; 2026Q2: 4,670 shares 4,670 $548K 0.03% +847 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: 1,796 shares; 2024Q4: 1,663 shares; 2025Q1: 1,604 shares; 2025Q2: 1,583 shares; 2025Q3: 1,558 shares; 2025Q4: 1,566 shares; 2026Q1: 1,498 shares; 2026Q2: 1,592 shares 1,592 $548K 0.03% +94 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,870 shares; 2024Q4: 326,026 shares; 2025Q1: 335,249 shares; 2025Q2: 239,126 shares; 2025Q3: 250,983 shares; 2025Q4: 265,606 shares; 2026Q1: 271,950 shares; 2026Q2: 20,001 shares 20,001 $547K 0.03% -251,949 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 225 shares; 2025Q1: 3,612 shares; 2025Q2: 6,485 shares; 2025Q3: 10,955 shares; 2025Q4: 11,943 shares; 2026Q1: 12,242 shares; 2026Q2: 13,455 shares 13,455 $542K 0.03% +1,213 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: 621 shares; 2024Q4: 1,865 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,670 shares; 2025Q4: 1,673 shares; 2026Q1: 1,673 shares; 2026Q2: 18,608 shares 18,608 $539K 0.03% +16,935 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,548 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: 1,548 shares; 2026Q2: 13,771 shares 13,771 $537K 0.03% +12,223 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: 38,365 shares; 2024Q4: 41,601 shares; 2025Q1: 37,546 shares; 2025Q2: 35,490 shares; 2025Q3: 27,223 shares; 2025Q4: 27,471 shares; 2026Q1: 12,177 shares; 2026Q2: 12,687 shares 12,687 $537K 0.03% +510 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 468 shares; 2026Q1: 468 shares; 2026Q2: 26,128 shares 26,128 $535K 0.03% +25,660 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,572 shares; 2024Q4: 1,595 shares; 2025Q1: 1,607 shares; 2025Q2: 1,625 shares; 2025Q3: 3,592 shares; 2025Q4: 1,669 shares; 2026Q1: 1,682 shares; 2026Q2: 20,806 shares 20,806 $529K 0.03% +19,124 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 4,923 shares; 2026Q1: 7,255 shares; 2026Q2: 8,826 shares 8,826 $527K 0.03% +1,571 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542 shares; 2024Q4: 553 shares; 2025Q1: 458 shares; 2025Q2: 452 shares; 2025Q3: 437 shares; 2025Q4: not reported; 2026Q1: 8,757 shares; 2026Q2: 9,121 shares 9,121 $527K 0.03% +364 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: 4,499 shares; 2024Q4: 4,406 shares; 2025Q1: 4,121 shares; 2025Q2: 4,129 shares; 2025Q3: 3,231 shares; 2025Q4: 3,233 shares; 2026Q1: 3,134 shares; 2026Q2: 3,245 shares 3,245 $525K 0.03% +111 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: 1,539 shares; 2024Q4: 1,531 shares; 2025Q1: 1,544 shares; 2025Q2: 1,502 shares; 2025Q3: 1,491 shares; 2025Q4: 1,870 shares; 2026Q1: 5,655 shares; 2026Q2: 5,747 shares 5,747 $521K 0.02% +92 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1,419 shares 1,419 $518K 0.02% +1,418 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,404 shares; 2024Q4: 9,481 shares; 2025Q1: 8,609 shares; 2025Q2: 9,084 shares; 2025Q3: 14,527 shares; 2025Q4: 14,975 shares; 2026Q1: 10,826 shares; 2026Q2: 12,436 shares 12,436 $516K 0.02% +1,610 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,240 shares; 2024Q4: 6,004 shares; 2025Q1: 6,506 shares; 2025Q2: 6,396 shares; 2025Q3: 1,284 shares; 2025Q4: 806 shares; 2026Q1: 4,059 shares; 2026Q2: 4,101 shares 4,101 $506K 0.02% +42 Timeline SLYG 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: 29,872 shares; 2024Q4: 19,559 shares; 2025Q1: 20,045 shares; 2025Q2: 2,154 shares; 2025Q3: 2,226 shares; 2025Q4: 1,698 shares; 2026Q1: 1,505 shares; 2026Q2: 4,236 shares 4,236 $505K 0.02% +2,731 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 100 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 3,661 shares; 2026Q2: 3,833 shares 3,833 $504K 0.02% +172 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 161 shares; 2025Q2: 989 shares; 2025Q3: 972 shares; 2025Q4: 1,472 shares; 2026Q1: 1,656 shares; 2026Q2: 3,170 shares 3,170 $503K 0.02% +1,514 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,921 shares; 2024Q4: 2,254 shares; 2025Q1: 2,246 shares; 2025Q2: 2,397 shares; 2025Q3: 2,503 shares; 2025Q4: 2,874 shares; 2026Q1: 3,298 shares; 2026Q2: 3,198 shares 3,198 $502K 0.02% -100 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,239 shares; 2024Q4: 4,058 shares; 2025Q1: 4,640 shares; 2025Q2: 5,055 shares; 2025Q3: 10,045 shares; 2025Q4: 10,636 shares; 2026Q1: 9,841 shares; 2026Q2: 8,676 shares 8,676 $500K 0.02% -1,165 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: 2,039 shares; 2024Q4: 1,736 shares; 2025Q1: 1,723 shares; 2025Q2: 1,852 shares; 2025Q3: 1,999 shares; 2025Q4: 2,050 shares; 2026Q1: 1,953 shares; 2026Q2: 1,954 shares 1,954 $499K 0.02% +1 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: 1,335 shares; 2024Q4: 1,536 shares; 2025Q1: 1,471 shares; 2025Q2: 1,507 shares; 2025Q3: 1,508 shares; 2025Q4: 1,454 shares; 2026Q1: 1,479 shares; 2026Q2: 2,226 shares 2,226 $496K 0.02% +747 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,648 shares; 2024Q4: 1,648 shares; 2025Q1: 1,706 shares; 2025Q2: 1,648 shares; 2025Q3: 1,537 shares; 2025Q4: 1,666 shares; 2026Q1: 1,880 shares; 2026Q2: 2,780 shares 2,780 $490K 0.02% +900 Timeline KORP 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: 502 shares; 2024Q4: 510 shares; 2025Q1: 515 shares; 2025Q2: 521 shares; 2025Q3: 13,561 shares; 2025Q4: 13,745 shares; 2026Q1: 10,452 shares; 2026Q2: 10,235 shares 10,235 $479K 0.02% -217 Timeline LGLV 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: 3,654 shares; 2024Q4: 3,594 shares; 2025Q1: 3,640 shares; 2025Q2: 3,531 shares; 2025Q3: 3,537 shares; 2025Q4: 2,819 shares; 2026Q1: 2,749 shares; 2026Q2: 2,612 shares 2,612 $474K 0.02% -137 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 673 shares; 2024Q4: 674 shares; 2025Q1: 933 shares; 2025Q2: 1,401 shares; 2025Q3: 1,433 shares; 2025Q4: 1,406 shares; 2026Q1: 1,509 shares; 2026Q2: 1,901 shares 1,901 $472K 0.02% +392 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 782 shares; 2024Q4: 667 shares; 2025Q1: 562 shares; 2025Q2: 513 shares; 2025Q3: 10,134 shares; 2025Q4: 11,564 shares; 2026Q1: 8,643 shares; 2026Q2: 9,324 shares 9,324 $470K 0.02% +681 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: 944 shares; 2024Q4: 951 shares; 2025Q1: 886 shares; 2025Q2: 924 shares; 2025Q3: 914 shares; 2025Q4: 907 shares; 2026Q1: 1,014 shares; 2026Q2: 1,114 shares 1,114 $463K 0.02% +100 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: 2,422 shares; 2024Q4: 2,347 shares; 2025Q1: 2,729 shares; 2025Q2: 2,698 shares; 2025Q3: 1,436 shares; 2025Q4: 1,765 shares; 2026Q1: 1,805 shares; 2026Q2: 1,839 shares 1,839 $463K 0.02% +34 Timeline FFOG 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: 3,142 shares; 2025Q1: 8,081 shares; 2025Q2: 8,695 shares; 2025Q3: 8,644 shares; 2025Q4: 8,338 shares; 2026Q1: 8,422 shares; 2026Q2: 8,925 shares 8,925 $460K 0.02% +503 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,250 shares; 2024Q4: 5,495 shares; 2025Q1: 4,975 shares; 2025Q2: 4,790 shares; 2025Q3: 4,742 shares; 2025Q4: 4,802 shares; 2026Q1: 4,550 shares; 2026Q2: 4,005 shares 4,005 $457K 0.02% -545 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,460 shares; 2024Q4: 13,689 shares; 2025Q1: 14,549 shares; 2025Q2: 11,259 shares; 2025Q3: 10,784 shares; 2025Q4: 11,404 shares; 2026Q1: 12,046 shares; 2026Q2: 6,561 shares 6,561 $457K 0.02% -5,485 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,436 shares; 2026Q2: 16,436 shares 16,436 $456K 0.02% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 8,896 shares 8,896 $453K 0.02% +8,696 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,602 shares; 2024Q4: 13,768 shares; 2025Q1: 13,374 shares; 2025Q2: 15,071 shares; 2025Q3: 16,850 shares; 2025Q4: 17,709 shares; 2026Q1: 18,286 shares; 2026Q2: 19,117 shares 19,117 $453K 0.02% +831 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,873 shares; 2024Q4: 1,678 shares; 2025Q1: 1,635 shares; 2025Q2: 1,594 shares; 2025Q3: 626 shares; 2025Q4: 479 shares; 2026Q1: 468 shares; 2026Q2: 460 shares 460 $450K 0.02% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,293 shares 4,293 $446K 0.02% new Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,416 shares 10,416 $445K 0.02% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,171 shares; 2024Q4: 1,764 shares; 2025Q1: 1,693 shares; 2025Q2: 1,613 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 960 shares; 2026Q2: 5,346 shares 5,346 $442K 0.02% +4,386 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,219 shares; 2024Q4: 7,328 shares; 2025Q1: 7,077 shares; 2025Q2: 7,468 shares; 2025Q3: 7,144 shares; 2025Q4: 7,229 shares; 2026Q1: 4,144 shares; 2026Q2: 4,739 shares 4,739 $437K 0.02% +595 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 359 shares; 2025Q2: 5,385 shares; 2025Q3: 5,535 shares; 2025Q4: 4,555 shares; 2026Q1: 4,540 shares; 2026Q2: 4,735 shares 4,735 $436K 0.02% +195 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,175 shares; 2024Q4: 9,175 shares; 2025Q1: 9,210 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,775 shares; 2026Q1: 8,775 shares; 2026Q2: 8,775 shares 8,775 $434K 0.02% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 33 shares; 2025Q1: 121 shares; 2025Q2: 1,159 shares; 2025Q3: 1,411 shares; 2025Q4: 1,506 shares; 2026Q1: 1,683 shares; 2026Q2: 1,761 shares 1,761 $432K 0.02% +78 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 457 shares; 2025Q1: 1,027 shares; 2025Q2: 1,034 shares; 2025Q3: 464 shares; 2025Q4: 465 shares; 2026Q1: 766 shares; 2026Q2: 992 shares 992 $428K 0.02% +226 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,065 shares; 2024Q4: 29,474 shares; 2025Q1: 32,932 shares; 2025Q2: 38,438 shares; 2025Q3: 37,615 shares; 2025Q4: 6,266 shares; 2026Q1: 5,271 shares; 2026Q2: 4,215 shares 4,215 $427K 0.02% -1,056 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,167 shares; 2025Q2: 5,219 shares; 2025Q3: 12,509 shares; 2025Q4: 12,680 shares; 2026Q1: 10,986 shares; 2026Q2: 12,755 shares 12,755 $426K 0.02% +1,769 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 187 shares 187 $425K 0.02% +95 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,770 shares; 2024Q4: 26,622 shares; 2025Q1: 15,533 shares; 2025Q2: 15,361 shares; 2025Q3: 14,722 shares; 2025Q4: 5,673 shares; 2026Q1: 5,289 shares; 2026Q2: 5,092 shares 5,092 $423K 0.02% -197 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,180 shares; 2024Q4: 2,518 shares; 2025Q1: 2,513 shares; 2025Q2: 3,265 shares; 2025Q3: 5,505 shares; 2025Q4: 4,868 shares; 2026Q1: 6,998 shares; 2026Q2: 4,469 shares 4,469 $423K 0.02% -2,529 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,545 shares; 2025Q3: 32,023 shares; 2025Q4: 365 shares; 2026Q1: 39,299 shares; 2026Q2: 37,866 shares 37,866 $421K 0.02% -1,433 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: 10,256 shares; 2024Q4: 10,379 shares; 2025Q1: 11,471 shares; 2025Q2: 2,286 shares; 2025Q3: 1,755 shares; 2025Q4: 2,000 shares; 2026Q1: 2,229 shares; 2026Q2: 2,199 shares 2,199 $417K 0.02% -30 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,012 shares; 2024Q4: 19,795 shares; 2025Q1: 21,035 shares; 2025Q2: 22,292 shares; 2025Q3: 9,484 shares; 2025Q4: 5,329 shares; 2026Q1: 4,829 shares; 2026Q2: 4,509 shares 4,509 $414K 0.02% -320 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 136 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 105 shares; 2026Q1: 4,117 shares; 2026Q2: 4,334 shares 4,334 $414K 0.02% +217 Timeline RSPM 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: 14,465 shares; 2024Q4: 17,184 shares; 2025Q1: 18,081 shares; 2025Q2: 17,711 shares; 2025Q3: 16,673 shares; 2025Q4: 8,653 shares; 2026Q1: 10,770 shares; 2026Q2: 10,675 shares 10,675 $412K 0.02% -95 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 834 shares; 2025Q3: 2,603 shares; 2025Q4: 2,638 shares; 2026Q1: 11,001 shares; 2026Q2: 11,774 shares 11,774 $412K 0.02% +773 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501 shares; 2024Q4: 1,277 shares; 2025Q1: 1,513 shares; 2025Q2: 2,034 shares; 2025Q3: 2,182 shares; 2025Q4: 1,882 shares; 2026Q1: 1,882 shares; 2026Q2: 1,978 shares 1,978 $412K 0.02% +96 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,249 shares; 2024Q4: 159,334 shares; 2025Q1: 19,721 shares; 2025Q2: 19,053 shares; 2025Q3: 14,447 shares; 2025Q4: 12,985 shares; 2026Q1: 11,761 shares; 2026Q2: 11,745 shares 11,745 $405K 0.02% -16 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,100 shares; 2024Q4: 8,100 shares; 2025Q1: 8,139 shares; 2025Q2: 7,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,800 shares; 2026Q1: 8,800 shares; 2026Q2: 8,800 shares 8,800 $405K 0.02% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,823 shares; 2026Q1: 4,835 shares; 2026Q2: 4,847 shares 4,847 $397K 0.02% +12 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,386 shares 8,386 $397K 0.02% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,880 shares; 2024Q4: 9,880 shares; 2025Q1: 9,901 shares; 2025Q2: 9,880 shares; 2025Q3: 9,380 shares; 2025Q4: 9,380 shares; 2026Q1: 9,380 shares; 2026Q2: 9,380 shares 9,380 $396K 0.02% 0 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,850 shares; 2024Q4: 8,650 shares; 2025Q1: 8,880 shares; 2025Q2: 8,780 shares; 2025Q3: 8,780 shares; 2025Q4: 8,655 shares; 2026Q1: 8,655 shares; 2026Q2: 8,655 shares 8,655 $395K 0.02% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 9,920 shares; 2025Q2: 9,800 shares; 2025Q3: 9,700 shares; 2025Q4: 9,900 shares; 2026Q1: 9,200 shares; 2026Q2: 9,150 shares 9,150 $394K 0.02% -50 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,547 shares 7,547 $392K 0.02% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 1,245 shares; 2025Q4: 1,897 shares; 2026Q1: 3,165 shares; 2026Q2: 3,921 shares 3,921 $390K 0.02% +756 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: 2,949 shares; 2024Q4: 2,959 shares; 2025Q1: 3,030 shares; 2025Q2: 2,917 shares; 2025Q3: 716 shares; 2025Q4: 331 shares; 2026Q1: 1,390 shares; 2026Q2: 1,430 shares 1,430 $387K 0.02% +40 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: 5,744 shares; 2024Q4: 6,101 shares; 2025Q1: 6,647 shares; 2025Q2: 6,563 shares; 2025Q3: 2,142 shares; 2025Q4: 985 shares; 2026Q1: 3,041 shares; 2026Q2: 3,275 shares 3,275 $386K 0.02% +234 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: 5,707 shares; 2024Q4: 4,446 shares; 2025Q1: 4,542 shares; 2025Q2: 4,426 shares; 2025Q3: 4,304 shares; 2025Q4: 4,783 shares; 2026Q1: 1,891 shares; 2026Q2: 1,751 shares 1,751 $386K 0.02% -140 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: 122 shares; 2024Q4: 186 shares; 2025Q1: 128 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 257 shares; 2026Q2: 1,500 shares 1,500 $383K 0.02% +1,243 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: 4,054 shares; 2024Q4: 4,054 shares; 2025Q1: 4,054 shares; 2025Q2: 4,140 shares; 2025Q3: 4,059 shares; 2025Q4: 4,059 shares; 2026Q1: 5,395 shares; 2026Q2: 6,776 shares 6,776 $382K 0.02% +1,381 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 207 shares; 2026Q2: 1,132 shares 1,132 $379K 0.02% +925 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,634 shares; 2024Q4: 1,701 shares; 2025Q1: 1,540 shares; 2025Q2: 1,490 shares; 2025Q3: 1,063 shares; 2025Q4: 648 shares; 2026Q1: 450 shares; 2026Q2: 1,249 shares 1,249 $379K 0.02% +799 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,731 shares; 2025Q3: 5,944 shares; 2025Q4: 5,523 shares; 2026Q1: 4,378 shares; 2026Q2: 4,834 shares 4,834 $377K 0.02% +456 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,115 shares 7,115 $376K 0.02% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,570 shares; 2025Q1: 1,591 shares; 2025Q2: 1,591 shares; 2025Q3: 3,179 shares; 2025Q4: 3,179 shares; 2026Q1: 1,202 shares; 2026Q2: 4,836 shares 4,836 $372K 0.02% +3,634 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,202 shares; 2024Q4: 5,611 shares; 2025Q1: 5,828 shares; 2025Q2: 5,739 shares; 2025Q3: 2,184 shares; 2025Q4: 1,710 shares; 2026Q1: 1,672 shares; 2026Q2: 1,650 shares 1,650 $368K 0.02% -22 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: 1,938 shares; 2025Q1: 1,938 shares; 2025Q2: 1,938 shares; 2025Q3: 2,820 shares; 2025Q4: 2,630 shares; 2026Q1: 5,981 shares; 2026Q2: 9,680 shares 9,680 $365K 0.02% +3,699 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 3,715 shares; 2025Q4: 3,920 shares; 2026Q1: 4,025 shares; 2026Q2: 4,531 shares 4,531 $365K 0.02% +506 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,436 shares; 2024Q4: 8,682 shares; 2025Q1: 11,103 shares; 2025Q2: 18,202 shares; 2025Q3: 19,802 shares; 2025Q4: 18,517 shares; 2026Q1: 8,276 shares; 2026Q2: 4,370 shares 4,370 $362K 0.02% -3,906 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,071 shares; 2024Q4: 8,246 shares; 2025Q1: 8,695 shares; 2025Q2: 8,351 shares; 2025Q3: 9,025 shares; 2025Q4: 8,660 shares; 2026Q1: 3,646 shares; 2026Q2: 3,268 shares 3,268 $362K 0.02% -378 Timeline SGVT 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: 2,005 shares; 2025Q4: 2,006 shares; 2026Q1: 2,037 shares; 2026Q2: 3,581 shares 3,581 $361K 0.02% +1,544 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958 shares; 2024Q4: 957 shares; 2025Q1: 1,119 shares; 2025Q2: 1,580 shares; 2025Q3: 1,873 shares; 2025Q4: 2,247 shares; 2026Q1: 2,567 shares; 2026Q2: 2,806 shares 2,806 $360K 0.02% +239 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,798 shares; 2024Q4: 3,166 shares; 2025Q1: 3,077 shares; 2025Q2: 4,939 shares; 2025Q3: 3,373 shares; 2025Q4: 3,330 shares; 2026Q1: 3,402 shares; 2026Q2: 3,456 shares 3,456 $359K 0.02% +54 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,859 shares; 2024Q4: 44,882 shares; 2025Q1: 12,512 shares; 2025Q2: 12,478 shares; 2025Q3: 12,607 shares; 2025Q4: 12,759 shares; 2026Q1: 14,507 shares; 2026Q2: 14,841 shares 14,841 $357K 0.02% +334 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79 shares; 2026Q1: 317 shares; 2026Q2: 18,930 shares 18,930 $356K 0.02% +18,613 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,547 shares; 2024Q4: 3,306 shares; 2025Q1: 6,763 shares; 2025Q2: 14,635 shares; 2025Q3: 10,827 shares; 2025Q4: 12,806 shares; 2026Q1: 12,773 shares; 2026Q2: 13,561 shares 13,561 $355K 0.02% +788 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,377 shares; 2025Q2: 1,377 shares; 2025Q3: 1,195 shares; 2025Q4: 1,262 shares; 2026Q1: 1,211 shares; 2026Q2: 1,238 shares 1,238 $354K 0.02% +27 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: 434 shares; 2024Q4: 456 shares; 2025Q1: 534 shares; 2025Q2: 483 shares; 2025Q3: 518 shares; 2025Q4: 890 shares; 2026Q1: 944 shares; 2026Q2: 1,687 shares 1,687 $353K 0.02% +743 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: 24,234 shares; 2024Q4: 78,581 shares; 2025Q1: 79,731 shares; 2025Q2: 83,629 shares; 2025Q3: 61,864 shares; 2025Q4: 6,179 shares; 2026Q1: 6,669 shares; 2026Q2: 11,113 shares 11,113 $352K 0.02% +4,444 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,162 shares; 2024Q4: 7,774 shares; 2025Q1: 6,137 shares; 2025Q2: 6,133 shares; 2025Q3: 4,674 shares; 2025Q4: 1,422 shares; 2026Q1: 7,653 shares; 2026Q2: 7,166 shares 7,166 $352K 0.02% -487 Timeline AIA 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: 2,471 shares 2,471 $350K 0.02% new Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,803 shares; 2026Q2: 13,407 shares 13,407 $350K 0.02% +1,604 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,816 shares; 2024Q4: 7,712 shares; 2025Q1: 8,322 shares; 2025Q2: 8,152 shares; 2025Q3: 1,866 shares; 2025Q4: 516 shares; 2026Q1: 5,735 shares; 2026Q2: 5,994 shares 5,994 $349K 0.02% +259 Timeline RWJ 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: 1,948 shares; 2024Q4: 1,948 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 1,948 shares; 2025Q4: 1,948 shares; 2026Q1: 1,948 shares; 2026Q2: 5,852 shares 5,852 $348K 0.02% +3,904 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: 2,740 shares; 2024Q4: 1,308 shares; 2025Q1: 1,336 shares; 2025Q2: 1,422 shares; 2025Q3: 1,366 shares; 2025Q4: 1,752 shares; 2026Q1: 1,954 shares; 2026Q2: 2,696 shares 2,696 $341K 0.02% +742 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: 11,435 shares; 2024Q4: 10,503 shares; 2025Q1: 5,666 shares; 2025Q2: 7,596 shares; 2025Q3: 7,596 shares; 2025Q4: 7,674 shares; 2026Q1: 7,775 shares; 2026Q2: 6,990 shares 6,990 $337K 0.02% -785 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,249 shares 6,249 $335K 0.02% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 2,100 shares; 2026Q1: 4,110 shares; 2026Q2: 5,810 shares 5,810 $335K 0.02% +1,700 Timeline UCON 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: 31,916 shares; 2024Q4: 33,020 shares; 2025Q1: 19,009 shares; 2025Q2: 20,654 shares; 2025Q3: 22,480 shares; 2025Q4: 18,418 shares; 2026Q1: 14,328 shares; 2026Q2: 13,393 shares 13,393 $333K 0.02% -935 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,400 shares; 2024Q4: 6,548 shares; 2025Q1: 5,200 shares; 2025Q2: 4,788 shares; 2025Q3: 3,570 shares; 2025Q4: 3,518 shares; 2026Q1: 3,603 shares; 2026Q2: 3,573 shares 3,573 $333K 0.02% -30 Timeline TOPT 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: 597 shares; 2026Q2: 10,113 shares 10,113 $333K 0.02% +9,516 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,945 shares 1,945 $332K 0.02% new Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 5,253 shares; 2025Q4: 6,827 shares; 2026Q1: 8,987 shares; 2026Q2: 12,900 shares 12,900 $332K 0.02% +3,913 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: 2,111 shares; 2024Q4: 1,938 shares; 2025Q1: 1,941 shares; 2025Q2: 2,004 shares; 2025Q3: 2,007 shares; 2025Q4: 2,004 shares; 2026Q1: 2,020 shares; 2026Q2: 2,022 shares 2,022 $332K 0.02% +2 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223 shares; 2024Q4: 667 shares; 2025Q1: 1,155 shares; 2025Q2: 1,694 shares; 2025Q3: 1,952 shares; 2025Q4: 2,013 shares; 2026Q1: 1,706 shares; 2026Q2: 1,905 shares 1,905 $332K 0.02% +199 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,108 shares; 2025Q3: 9,116 shares; 2025Q4: 9,116 shares; 2026Q1: 9,116 shares; 2026Q2: 9,016 shares 9,016 $331K 0.02% -100 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,076 shares; 2024Q4: 5,727 shares; 2025Q1: 7,868 shares; 2025Q2: 8,119 shares; 2025Q3: 8,110 shares; 2025Q4: 7,888 shares; 2026Q1: 7,858 shares; 2026Q2: 8,100 shares 8,100 $329K 0.02% +242 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 178 shares; 2025Q2: 179 shares; 2025Q3: 176 shares; 2025Q4: 177 shares; 2026Q1: 892 shares; 2026Q2: 971 shares 971 $329K 0.02% +79 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,163 shares 14,163 $328K 0.02% new Timeline