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: 202,623 shares; 2024Q4: 196,437 shares; 2025Q1: 196,409 shares; 2025Q2: 197,959 shares; 2025Q3: 176,134 shares; 2025Q4: 180,732 shares; 2026Q1: 177,120 shares; 2026Q2: 177,587 shares 177,587 $133M 5.39% +467 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: 568,493 shares; 2024Q4: 575,881 shares; 2025Q1: 589,813 shares; 2025Q2: 595,494 shares; 2025Q3: 555,790 shares; 2025Q4: 580,044 shares; 2026Q1: 607,965 shares; 2026Q2: 578,284 shares 578,284 $123M 5% -29,681 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130,770 shares; 2024Q4: 1,127,982 shares; 2025Q1: 1,183,880 shares; 2025Q2: 1,566,530 shares; 2025Q3: 1,861,233 shares; 2025Q4: 1,871,976 shares; 2026Q1: 1,895,335 shares; 2026Q2: 1,901,343 shares 1,901,343 $114M 4.62% +6,008 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: 123,393 shares; 2024Q4: 123,650 shares; 2025Q1: 135,049 shares; 2025Q2: 135,310 shares; 2025Q3: 127,797 shares; 2025Q4: 130,643 shares; 2026Q1: 131,719 shares; 2026Q2: 127,737 shares 127,737 $94.1M 3.83% -3,982 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: 1,083,423 shares; 2024Q4: 1,115,963 shares; 2025Q1: 1,101,361 shares; 2025Q2: 1,009,938 shares; 2025Q3: 968,633 shares; 2025Q4: 1,005,353 shares; 2026Q1: 1,048,094 shares; 2026Q2: 1,066,840 shares 1,066,840 $86.5M 3.52% +18,746 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,727,656 shares; 2024Q4: 1,741,230 shares; 2025Q1: 1,773,862 shares; 2025Q2: 1,783,853 shares; 2025Q3: 1,782,299 shares; 2025Q4: 1,887,601 shares; 2026Q1: 1,570,369 shares; 2026Q2: 1,728,408 shares 1,728,408 $84.1M 3.42% +158,039 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: 211,074 shares; 2024Q4: 182,006 shares; 2025Q1: 177,088 shares; 2025Q2: 173,729 shares; 2025Q3: 158,781 shares; 2025Q4: 157,904 shares; 2026Q1: 158,404 shares; 2026Q2: 162,699 shares 162,699 $47.1M 1.91% +4,295 Timeline LMBS 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: 704,891 shares; 2024Q4: 704,975 shares; 2025Q1: 712,177 shares; 2025Q2: 736,493 shares; 2025Q3: 768,104 shares; 2025Q4: 821,151 shares; 2026Q1: 833,477 shares; 2026Q2: 901,794 shares 901,794 $44.9M 1.83% +68,317 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,651,477 shares; 2024Q4: 1,813,383 shares; 2025Q1: 1,821,335 shares; 2025Q2: 1,818,613 shares; 2025Q3: 1,997,699 shares; 2025Q4: 2,078,177 shares; 2026Q1: 2,103,560 shares; 2026Q2: 2,132,892 shares 2,132,892 $40.2M 1.64% +29,332 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: 1,194,735 shares; 2024Q4: 1,174,422 shares; 2025Q1: 1,184,468 shares; 2025Q2: 1,246,483 shares; 2025Q3: 1,285,637 shares; 2025Q4: 1,458,508 shares; 2026Q1: 1,490,172 shares; 2026Q2: 1,528,668 shares 1,528,668 $38M 1.55% +38,496 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: 12,915 shares; 2024Q4: 10,560 shares; 2025Q1: 319,981 shares; 2025Q2: 319,426 shares; 2025Q3: 595,444 shares; 2025Q4: 679,433 shares; 2026Q1: 761,719 shares; 2026Q2: 788,590 shares 788,590 $32M 1.3% +26,871 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: 277,568 shares; 2024Q4: 258,053 shares; 2025Q1: 253,869 shares; 2025Q2: 249,776 shares; 2025Q3: 244,213 shares; 2025Q4: 234,534 shares; 2026Q1: 230,137 shares; 2026Q2: 227,378 shares 227,378 $31.3M 1.27% -2,759 Timeline DVOL 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: 543,200 shares; 2025Q4: 567,061 shares; 2026Q1: 680,567 shares; 2026Q2: 846,862 shares 846,862 $30.9M 1.26% +166,295 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 678,632 shares; 2024Q4: 769,727 shares; 2025Q1: 947,696 shares; 2025Q2: 983,538 shares; 2025Q3: 1,046,980 shares; 2025Q4: 1,106,149 shares; 2026Q1: 1,128,488 shares; 2026Q2: 1,040,628 shares 1,040,628 $30.6M 1.25% -87,860 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: 11,157 shares; 2024Q4: 227,979 shares; 2025Q1: 656,487 shares; 2025Q2: 188,174 shares; 2025Q3: 40,715 shares; 2025Q4: 126,417 shares; 2026Q1: 183,235 shares; 2026Q2: 650,365 shares 650,365 $28.1M 1.14% +467,130 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,495 shares; 2024Q4: 378,752 shares; 2025Q1: 666,770 shares; 2025Q2: 670,056 shares; 2025Q3: 793,400 shares; 2025Q4: 869,681 shares; 2026Q1: 852,829 shares; 2026Q2: 901,297 shares 901,297 $24.4M 0.99% +48,468 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: 249,671 shares; 2024Q4: 130,258 shares; 2025Q1: 131,718 shares; 2025Q2: 129,842 shares; 2025Q3: 105,791 shares; 2025Q4: 111,282 shares; 2026Q1: 116,502 shares; 2026Q2: 121,296 shares 121,296 $24.3M 0.99% +4,794 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: 33,176 shares; 2024Q4: 31,501 shares; 2025Q1: 30,244 shares; 2025Q2: 21,683 shares; 2025Q3: 19,979 shares; 2025Q4: 20,293 shares; 2026Q1: 22,953 shares; 2026Q2: 32,139 shares 32,139 $24.1M 0.98% +9,186 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,100 shares; 2024Q4: 54,237 shares; 2025Q1: 58,693 shares; 2025Q2: 58,666 shares; 2025Q3: 92,049 shares; 2025Q4: 136,516 shares; 2026Q1: 171,130 shares; 2026Q2: 216,265 shares 216,265 $22.5M 0.91% +45,135 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: 120,320 shares; 2024Q4: 107,591 shares; 2025Q1: 74,312 shares; 2025Q2: 74,218 shares; 2025Q3: 74,917 shares; 2025Q4: 62,946 shares; 2026Q1: 51,478 shares; 2026Q2: 58,947 shares 58,947 $21.7M 0.88% +7,469 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: 70,825 shares; 2024Q4: 57,491 shares; 2025Q1: 56,317 shares; 2025Q2: 54,861 shares; 2025Q3: 47,413 shares; 2025Q4: 53,785 shares; 2026Q1: 54,405 shares; 2026Q2: 58,346 shares 58,346 $20.9M 0.85% +3,941 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: 69,504 shares; 2024Q4: 60,897 shares; 2025Q1: 59,791 shares; 2025Q2: 58,608 shares; 2025Q3: 55,178 shares; 2025Q4: 56,653 shares; 2026Q1: 56,035 shares; 2026Q2: 55,445 shares 55,445 $20.7M 0.84% -590 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: 29,850 shares; 2024Q4: 33,834 shares; 2025Q1: 34,900 shares; 2025Q2: 35,561 shares; 2025Q3: 33,146 shares; 2025Q4: 36,133 shares; 2026Q1: 26,008 shares; 2026Q2: 26,951 shares 26,951 $17.7M 0.72% +943 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620,946 shares; 2024Q4: 308,303 shares; 2025Q1: 324,774 shares; 2025Q2: 306,474 shares; 2025Q3: 304,934 shares; 2025Q4: 375,672 shares; 2026Q1: 353,633 shares; 2026Q2: 358,335 shares 358,335 $16.8M 0.68% +4,702 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: 83,874 shares; 2024Q4: 77,856 shares; 2025Q1: 76,028 shares; 2025Q2: 73,448 shares; 2025Q3: 72,328 shares; 2025Q4: 74,731 shares; 2026Q1: 63,001 shares; 2026Q2: 64,505 shares 64,505 $15.4M 0.63% +1,504 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: 46,528 shares; 2024Q4: 47,100 shares; 2025Q1: 54,090 shares; 2025Q2: 58,111 shares; 2025Q3: 62,198 shares; 2025Q4: 73,335 shares; 2026Q1: 69,142 shares; 2026Q2: 64,273 shares 64,273 $14.6M 0.59% -4,869 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: 32,109 shares; 2024Q4: 34,713 shares; 2025Q1: 41,701 shares; 2025Q2: 40,361 shares; 2025Q3: 39,551 shares; 2025Q4: 40,922 shares; 2026Q1: 40,925 shares; 2026Q2: 44,541 shares 44,541 $14.6M 0.59% +3,616 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: 226,976 shares; 2024Q4: 215,347 shares; 2025Q1: 227,968 shares; 2025Q2: 230,501 shares; 2025Q3: 212,396 shares; 2025Q4: 224,656 shares; 2026Q1: 219,564 shares; 2026Q2: 303,018 shares 303,018 $14M 0.57% +83,454 Timeline ILF 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: 162,800 shares; 2026Q1: 281,197 shares; 2026Q2: 398,684 shares 398,684 $13.5M 0.55% +117,487 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: 76,854 shares; 2024Q4: 17,042 shares; 2025Q1: 16,303 shares; 2025Q2: 14,565 shares; 2025Q3: 12,978 shares; 2025Q4: 67,674 shares; 2026Q1: 78,732 shares; 2026Q2: 82,255 shares 82,255 $13.1M 0.53% +3,523 Timeline FXU 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: 323,514 shares; 2024Q4: 328,279 shares; 2025Q1: 237,424 shares; 2025Q2: 236,174 shares; 2025Q3: 234,604 shares; 2025Q4: 243,279 shares; 2026Q1: 252,320 shares; 2026Q2: 261,881 shares 261,881 $12.9M 0.53% +9,561 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,243 shares; 2024Q4: 14,478 shares; 2025Q1: 16,723 shares; 2025Q2: 17,212 shares; 2025Q3: 18,414 shares; 2025Q4: 18,514 shares; 2026Q1: 18,185 shares; 2026Q2: 18,101 shares 18,101 $12.7M 0.52% -84 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: 120,466 shares; 2024Q4: 127,586 shares; 2025Q1: 145,460 shares; 2025Q2: 155,495 shares; 2025Q3: 185,487 shares; 2025Q4: 196,943 shares; 2026Q1: 179,588 shares; 2026Q2: 186,007 shares 186,007 $12.7M 0.51% +6,419 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,747 shares; 2024Q4: 51,735 shares; 2025Q1: 54,039 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,620 shares; 2026Q2: 49,202 shares 49,202 $12.2M 0.5% +17,582 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: 149,613 shares; 2024Q4: 135,644 shares; 2025Q1: 129,703 shares; 2025Q2: 130,841 shares; 2025Q3: 123,894 shares; 2025Q4: 115,503 shares; 2026Q1: 104,313 shares; 2026Q2: 101,204 shares 101,204 $12.1M 0.49% -3,109 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: 266,083 shares; 2024Q4: 249,120 shares; 2025Q1: 242,010 shares; 2025Q2: 244,212 shares; 2025Q3: 223,941 shares; 2025Q4: 203,322 shares; 2026Q1: 186,058 shares; 2026Q2: 181,944 shares 181,944 $11.3M 0.46% -4,114 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 245,208 shares; 2025Q1: 253,570 shares; 2025Q2: 10,673 shares; 2025Q3: 5,656 shares; 2025Q4: 54,192 shares; 2026Q1: 111,189 shares; 2026Q2: 163,626 shares 163,626 $11.2M 0.46% +52,437 Timeline FLAX 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: 244,991 shares; 2026Q1: 324,485 shares; 2026Q2: 295,384 shares 295,384 $11M 0.45% -29,101 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,228 shares; 2024Q4: 22,804 shares; 2025Q1: 27,025 shares; 2025Q2: 24,986 shares; 2025Q3: 24,796 shares; 2025Q4: 27,834 shares; 2026Q1: 29,515 shares; 2026Q2: 25,528 shares 25,528 $10.7M 0.44% -3,987 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: 21,822 shares; 2024Q4: 27,636 shares; 2025Q1: 28,976 shares; 2025Q2: 28,954 shares; 2025Q3: 28,501 shares; 2025Q4: 32,031 shares; 2026Q1: 32,911 shares; 2026Q2: 31,148 shares 31,148 $10.7M 0.43% -1,763 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: 553,016 shares; 2024Q4: 590,066 shares; 2025Q1: 672,487 shares; 2025Q2: 667,905 shares; 2025Q3: 683,030 shares; 2025Q4: 658,100 shares; 2026Q1: 595,825 shares; 2026Q2: 596,441 shares 596,441 $10.7M 0.43% +616 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,637 shares; 2024Q4: 3,646 shares; 2025Q1: 17,869 shares; 2025Q2: 18,134 shares; 2025Q3: 20,054 shares; 2025Q4: 20,706 shares; 2026Q1: 20,512 shares; 2026Q2: 20,242 shares 20,242 $10.6M 0.43% -270 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: 70,872 shares; 2024Q4: 70,707 shares; 2025Q1: 76,068 shares; 2025Q2: 77,990 shares; 2025Q3: 74,052 shares; 2025Q4: 60,675 shares; 2026Q1: 60,554 shares; 2026Q2: 47,994 shares 47,994 $10.5M 0.43% -12,560 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,816 shares; 2024Q4: 90,403 shares; 2025Q1: 80,698 shares; 2025Q2: 82,139 shares; 2025Q3: 77,043 shares; 2025Q4: 76,894 shares; 2026Q1: 73,592 shares; 2026Q2: 73,357 shares 73,357 $10M 0.41% -235 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,152 shares; 2024Q4: 5,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,772 shares; 2025Q4: 11,241 shares; 2026Q1: not reported; 2026Q2: 189,897 shares 189,897 $9.85M 0.4% new Timeline LGOV 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: 674,897 shares; 2024Q4: 671,085 shares; 2025Q1: 855,776 shares; 2025Q2: 901,553 shares; 2025Q3: 917,512 shares; 2025Q4: 974,216 shares; 2026Q1: 1,135,800 shares; 2026Q2: 457,557 shares 457,557 $9.79M 0.4% -678,243 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: 20,361 shares; 2024Q4: 20,017 shares; 2025Q1: 19,836 shares; 2025Q2: 17,997 shares; 2025Q3: 13,775 shares; 2025Q4: 13,985 shares; 2026Q1: 13,994 shares; 2026Q2: 14,163 shares 14,163 $9.73M 0.4% +169 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: 27,415 shares; 2024Q4: 24,208 shares; 2025Q1: 23,397 shares; 2025Q2: 23,074 shares; 2025Q3: 17,406 shares; 2025Q4: 19,217 shares; 2026Q1: 18,899 shares; 2026Q2: 111,427 shares 111,427 $9.6M 0.39% +92,528 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149,502 shares; 2025Q2: 246,171 shares; 2025Q3: 298,337 shares; 2025Q4: 347,836 shares; 2026Q1: 297,744 shares; 2026Q2: 320,728 shares 320,728 $9.41M 0.38% +22,984 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: 33,937 shares; 2024Q4: 34,701 shares; 2025Q1: 39,280 shares; 2025Q2: 42,536 shares; 2025Q3: 56,178 shares; 2025Q4: 97,748 shares; 2026Q1: 170,296 shares; 2026Q2: 167,974 shares 167,974 $8.79M 0.36% -2,322 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: 51,985 shares; 2024Q4: 407,334 shares; 2025Q1: 409,193 shares; 2025Q2: 415,369 shares; 2025Q3: 400,712 shares; 2025Q4: 362,275 shares; 2026Q1: 359,472 shares; 2026Q2: 365,215 shares 365,215 $8.56M 0.35% +5,743 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,303 shares; 2024Q4: 201,203 shares; 2025Q1: 53,908 shares; 2025Q2: 168,345 shares; 2025Q3: 113,834 shares; 2025Q4: 109,640 shares; 2026Q1: 112,813 shares; 2026Q2: 106,804 shares 106,804 $8.54M 0.35% -6,009 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: 184,647 shares; 2024Q4: 189,776 shares; 2025Q1: 222,461 shares; 2025Q2: 219,916 shares; 2025Q3: 229,207 shares; 2025Q4: 230,572 shares; 2026Q1: 242,855 shares; 2026Q2: 250,596 shares 250,596 $8.48M 0.34% +7,741 Timeline FLCA 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: 20,430 shares; 2025Q1: 13,551 shares; 2025Q2: 13,696 shares; 2025Q3: 12,459 shares; 2025Q4: 32,188 shares; 2026Q1: 109,479 shares; 2026Q2: 160,359 shares 160,359 $8.25M 0.34% +50,880 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: 27,185 shares; 2024Q4: 26,807 shares; 2025Q1: 26,566 shares; 2025Q2: 26,970 shares; 2025Q3: 27,166 shares; 2025Q4: 26,957 shares; 2026Q1: 26,897 shares; 2026Q2: 37,239 shares 37,239 $8.21M 0.33% +10,342 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: 3,517 shares; 2024Q4: 5,500 shares; 2025Q1: 5,491 shares; 2025Q2: 5,488 shares; 2025Q3: 7,282 shares; 2025Q4: 5,112 shares; 2026Q1: 5,815 shares; 2026Q2: 6,892 shares 6,892 $7.96M 0.32% +1,077 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: 26,114 shares; 2024Q4: 27,482 shares; 2025Q1: 28,977 shares; 2025Q2: 26,527 shares; 2025Q3: 41,958 shares; 2025Q4: 42,847 shares; 2026Q1: 42,570 shares; 2026Q2: 43,892 shares 43,892 $7.94M 0.32% +1,322 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: 75,819 shares; 2024Q4: 76,226 shares; 2025Q1: 79,201 shares; 2025Q2: 107,620 shares; 2025Q3: 95,580 shares; 2025Q4: 119,020 shares; 2026Q1: 111,115 shares; 2026Q2: 94,130 shares 94,130 $7.8M 0.32% -16,985 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: 32,306 shares; 2024Q4: 33,830 shares; 2025Q1: 33,915 shares; 2025Q2: 33,477 shares; 2025Q3: 33,058 shares; 2025Q4: 32,431 shares; 2026Q1: 31,467 shares; 2026Q2: 32,920 shares 32,920 $7.79M 0.32% +1,453 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: 65,600 shares; 2024Q4: 73,497 shares; 2025Q1: 49,009 shares; 2025Q2: 57,703 shares; 2025Q3: 58,090 shares; 2025Q4: 56,488 shares; 2026Q1: 53,753 shares; 2026Q2: 52,470 shares 52,470 $7.78M 0.32% -1,283 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: 59,034 shares; 2024Q4: 69,297 shares; 2025Q1: 175,164 shares; 2025Q2: 106,457 shares; 2025Q3: 73,944 shares; 2025Q4: 76,925 shares; 2026Q1: 80,823 shares; 2026Q2: 82,861 shares 82,861 $7.59M 0.31% +2,038 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: 106,192 shares; 2024Q4: 104,261 shares; 2025Q1: 106,823 shares; 2025Q2: 108,134 shares; 2025Q3: 109,482 shares; 2025Q4: 118,762 shares; 2026Q1: 107,020 shares; 2026Q2: 105,914 shares 105,914 $7.55M 0.31% -1,106 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: 91,139 shares; 2024Q4: 92,394 shares; 2025Q1: 93,678 shares; 2025Q2: 92,849 shares; 2025Q3: 100,113 shares; 2025Q4: 97,773 shares; 2026Q1: 93,993 shares; 2026Q2: 96,206 shares 96,206 $7.29M 0.3% +2,213 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,242 shares; 2024Q4: 68,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,657 shares; 2026Q1: 13,694 shares; 2026Q2: 37,674 shares 37,674 $7.22M 0.29% +23,980 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,872 shares; 2024Q4: 158,691 shares; 2025Q1: 155,768 shares; 2025Q2: 155,239 shares; 2025Q3: 142,667 shares; 2025Q4: 129,606 shares; 2026Q1: 114,484 shares; 2026Q2: 110,702 shares 110,702 $7.16M 0.29% -3,782 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,421 shares; 2024Q4: 18,215 shares; 2025Q1: 18,441 shares; 2025Q2: 18,370 shares; 2025Q3: 18,375 shares; 2025Q4: 17,307 shares; 2026Q1: 17,266 shares; 2026Q2: 17,435 shares 17,435 $7.14M 0.29% +169 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,417 shares; 2024Q4: 83,919 shares; 2025Q1: 86,691 shares; 2025Q2: 85,832 shares; 2025Q3: 87,366 shares; 2025Q4: 84,679 shares; 2026Q1: 74,461 shares; 2026Q2: 72,033 shares 72,033 $7.13M 0.29% -2,428 Timeline MUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 6,725 shares; 2026Q1: 6,775 shares; 2026Q2: 6,707 shares 6,707 $7.03M 0.29% -68 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: 30,981 shares; 2024Q4: 34,974 shares; 2025Q1: 36,792 shares; 2025Q2: 37,167 shares; 2025Q3: 49,094 shares; 2025Q4: 54,111 shares; 2026Q1: 54,626 shares; 2026Q2: 55,255 shares 55,255 $6.99M 0.28% +629 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,281 shares; 2024Q4: 65,710 shares; 2025Q1: 67,596 shares; 2025Q2: 66,350 shares; 2025Q3: 68,802 shares; 2025Q4: 69,085 shares; 2026Q1: 70,094 shares; 2026Q2: 71,877 shares 71,877 $6.93M 0.28% +1,783 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: 8,751 shares; 2024Q4: 9,058 shares; 2025Q1: 16,569 shares; 2025Q2: 16,371 shares; 2025Q3: 40,635 shares; 2025Q4: 76,281 shares; 2026Q1: 214,229 shares; 2026Q2: 219,963 shares 219,963 $6.84M 0.28% +5,734 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: 30,579 shares; 2024Q4: 20,824 shares; 2025Q1: 20,229 shares; 2025Q2: 19,996 shares; 2025Q3: 15,940 shares; 2025Q4: 20,545 shares; 2026Q1: 20,768 shares; 2026Q2: 17,953 shares 17,953 $6.78M 0.28% -2,815 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: 13,031 shares; 2024Q4: 12,318 shares; 2025Q1: 11,943 shares; 2025Q2: 12,193 shares; 2025Q3: 11,742 shares; 2025Q4: 9,748 shares; 2026Q1: 8,805 shares; 2026Q2: 9,074 shares 9,074 $6.56M 0.27% +269 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: 14,132 shares; 2024Q4: 14,640 shares; 2025Q1: 14,431 shares; 2025Q2: 14,378 shares; 2025Q3: 14,930 shares; 2025Q4: 11,851 shares; 2026Q1: 12,790 shares; 2026Q2: 12,814 shares 12,814 $6.41M 0.26% +24 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,974 shares; 2024Q4: 4,604 shares; 2025Q1: 4,331 shares; 2025Q2: 4,720 shares; 2025Q3: 3,910 shares; 2025Q4: 3,491 shares; 2026Q1: 3,929 shares; 2026Q2: 5,327 shares 5,327 $6.39M 0.26% +1,398 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: 22,558 shares; 2024Q4: 22,114 shares; 2025Q1: 25,040 shares; 2025Q2: 24,796 shares; 2025Q3: 23,125 shares; 2025Q4: 36,108 shares; 2026Q1: 35,488 shares; 2026Q2: 25,158 shares 25,158 $6.33M 0.26% -10,330 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,451 shares; 2024Q4: 31,189 shares; 2025Q1: 28,172 shares; 2025Q2: 32,315 shares; 2025Q3: 37,442 shares; 2025Q4: 41,032 shares; 2026Q1: 32,816 shares; 2026Q2: 36,933 shares 36,933 $6.12M 0.25% +4,117 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: 71,352 shares; 2024Q4: 71,291 shares; 2025Q1: 59,417 shares; 2025Q2: 59,572 shares; 2025Q3: 61,984 shares; 2025Q4: 62,728 shares; 2026Q1: 67,603 shares; 2026Q2: 70,593 shares 70,593 $6.1M 0.25% +2,990 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: 9,175 shares; 2024Q4: 9,530 shares; 2025Q1: 9,483 shares; 2025Q2: 10,970 shares; 2025Q3: 12,211 shares; 2025Q4: 12,114 shares; 2026Q1: 12,782 shares; 2026Q2: 10,374 shares 10,374 $6.03M 0.25% -2,408 Timeline SPHB 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: 35,467 shares; 2026Q2: 38,047 shares 38,047 $5.92M 0.24% +2,580 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,872 shares; 2024Q4: 56,901 shares; 2025Q1: 53,734 shares; 2025Q2: 53,376 shares; 2025Q3: 55,966 shares; 2025Q4: 56,797 shares; 2026Q1: 58,154 shares; 2026Q2: 61,500 shares 61,500 $5.89M 0.24% +3,346 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 114,577 shares 114,577 $5.88M 0.24% new Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,624 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,910 shares; 2025Q4: 140,848 shares; 2026Q1: 141,433 shares; 2026Q2: 148,494 shares 148,494 $5.73M 0.23% +7,061 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,790 shares; 2025Q3: 7,265 shares; 2025Q4: 25,809 shares; 2026Q1: 54,157 shares; 2026Q2: 57,445 shares 57,445 $5.71M 0.23% +3,288 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,483 shares; 2024Q4: 56,097 shares; 2025Q1: 49,641 shares; 2025Q2: 52,167 shares; 2025Q3: 66,074 shares; 2025Q4: 73,803 shares; 2026Q1: 65,220 shares; 2026Q2: 75,768 shares 75,768 $5.63M 0.23% +10,548 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,920 shares; 2024Q4: 4,027 shares; 2025Q1: 3,652 shares; 2025Q2: 3,841 shares; 2025Q3: 3,610 shares; 2025Q4: 10,308 shares; 2026Q1: 17,698 shares; 2026Q2: 21,824 shares 21,824 $5.58M 0.23% +4,126 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,156 shares; 2024Q4: 111,523 shares; 2025Q1: 97,005 shares; 2025Q2: 94,789 shares; 2025Q3: 89,376 shares; 2025Q4: 82,548 shares; 2026Q1: 73,724 shares; 2026Q2: 66,399 shares 66,399 $5.56M 0.23% -7,325 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,747 shares; 2024Q4: 55,434 shares; 2025Q1: 55,894 shares; 2025Q2: 55,778 shares; 2025Q3: 57,990 shares; 2025Q4: 57,257 shares; 2026Q1: 53,126 shares; 2026Q2: 52,901 shares 52,901 $5.56M 0.23% -225 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,775 shares; 2024Q4: 35,741 shares; 2025Q1: 36,050 shares; 2025Q2: 37,694 shares; 2025Q3: 39,035 shares; 2025Q4: 37,968 shares; 2026Q1: 35,288 shares; 2026Q2: 36,185 shares 36,185 $5.35M 0.22% +897 Timeline FFC FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,124 shares; 2024Q4: 246,253 shares; 2025Q1: 340,559 shares; 2025Q2: 337,663 shares; 2025Q3: 317,717 shares; 2025Q4: 320,310 shares; 2026Q1: 333,238 shares; 2026Q2: 322,022 shares 322,022 $5.24M 0.21% -11,216 Timeline FIIG 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: 166,432 shares; 2024Q4: 202,085 shares; 2025Q1: 205,114 shares; 2025Q2: 202,158 shares; 2025Q3: 216,832 shares; 2025Q4: 226,667 shares; 2026Q1: 237,188 shares; 2026Q2: 251,057 shares 251,057 $5.2M 0.21% +13,869 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: 88,964 shares; 2024Q4: 88,593 shares; 2025Q1: 62,180 shares; 2025Q2: 59,308 shares; 2025Q3: 60,811 shares; 2025Q4: 117,950 shares; 2026Q1: 111,840 shares; 2026Q2: 113,172 shares 113,172 $5.13M 0.21% +1,332 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: 7,391 shares; 2024Q4: 5,836 shares; 2025Q1: 6,221 shares; 2025Q2: 6,073 shares; 2025Q3: 5,497 shares; 2025Q4: 5,196 shares; 2026Q1: 5,343 shares; 2026Q2: 5,476 shares 5,476 $5.12M 0.21% +133 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: 18,955 shares; 2024Q4: 16,176 shares; 2025Q1: 18,828 shares; 2025Q2: 17,946 shares; 2025Q3: 16,002 shares; 2025Q4: 14,750 shares; 2026Q1: 12,876 shares; 2026Q2: 13,803 shares 13,803 $5.11M 0.21% +927 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: 15,853 shares; 2024Q4: 16,114 shares; 2025Q1: 15,169 shares; 2025Q2: 14,686 shares; 2025Q3: 13,279 shares; 2025Q4: 25,975 shares; 2026Q1: 26,006 shares; 2026Q2: 26,723 shares 26,723 $5.09M 0.21% +717 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: 51,196 shares; 2024Q4: 48,271 shares; 2025Q1: 63,721 shares; 2025Q2: 67,002 shares; 2025Q3: 61,362 shares; 2025Q4: 59,277 shares; 2026Q1: 64,785 shares; 2026Q2: 120,106 shares 120,106 $5.09M 0.21% +55,321 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: 71,651 shares; 2024Q4: 66,145 shares; 2025Q1: 67,227 shares; 2025Q2: 66,700 shares; 2025Q3: 62,559 shares; 2025Q4: 62,614 shares; 2026Q1: 63,631 shares; 2026Q2: 62,426 shares 62,426 $5.07M 0.21% -1,205 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,364 shares; 2024Q4: 54,684 shares; 2025Q1: 59,044 shares; 2025Q2: 59,247 shares; 2025Q3: 62,327 shares; 2025Q4: 78,434 shares; 2026Q1: 68,762 shares; 2026Q2: 70,360 shares 70,360 $5.06M 0.21% +1,598 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: 37,959 shares; 2024Q4: 41,739 shares; 2025Q1: 43,893 shares; 2025Q2: 32,722 shares; 2025Q3: 35,066 shares; 2025Q4: 31,792 shares; 2026Q1: 49,860 shares; 2026Q2: 36,117 shares 36,117 $5.04M 0.21% -13,743 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,307 shares; 2024Q4: 122,815 shares; 2025Q1: 121,958 shares; 2025Q2: 124,929 shares; 2025Q3: 108,464 shares; 2025Q4: 110,386 shares; 2026Q1: 104,318 shares; 2026Q2: 103,514 shares 103,514 $5.01M 0.2% -804 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: 5,841 shares; 2024Q4: 5,090 shares; 2025Q1: 4,683 shares; 2025Q2: 5,198 shares; 2025Q3: 4,477 shares; 2025Q4: 4,379 shares; 2026Q1: 4,821 shares; 2026Q2: 4,610 shares 4,610 $4.91M 0.2% -211 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: 73,837 shares; 2024Q4: 77,771 shares; 2025Q1: 75,820 shares; 2025Q2: 74,944 shares; 2025Q3: 62,822 shares; 2025Q4: 55,146 shares; 2026Q1: 52,710 shares; 2026Q2: 53,007 shares 53,007 $4.89M 0.2% +297 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: 21,641 shares; 2024Q4: 14,997 shares; 2025Q1: 14,139 shares; 2025Q2: 14,097 shares; 2025Q3: 11,221 shares; 2025Q4: 12,067 shares; 2026Q1: 13,988 shares; 2026Q2: 13,578 shares 13,578 $4.8M 0.2% -410 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,966 shares; 2024Q4: 32,610 shares; 2025Q1: 31,057 shares; 2025Q2: 30,392 shares; 2025Q3: 16,911 shares; 2025Q4: 22,488 shares; 2026Q1: 22,783 shares; 2026Q2: 21,925 shares 21,925 $4.78M 0.19% -858 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,697 shares; 2025Q4: 99,911 shares; 2026Q1: 192,313 shares; 2026Q2: 209,398 shares 209,398 $4.74M 0.19% +17,085 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: 19,337 shares; 2024Q4: 15,154 shares; 2025Q1: 16,530 shares; 2025Q2: 16,197 shares; 2025Q3: 16,211 shares; 2025Q4: 20,868 shares; 2026Q1: 21,500 shares; 2026Q2: 13,376 shares 13,376 $4.72M 0.19% -8,124 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: 11,875 shares; 2024Q4: 8,520 shares; 2025Q1: 9,539 shares; 2025Q2: 9,515 shares; 2025Q3: 9,524 shares; 2025Q4: 10,201 shares; 2026Q1: 8,167 shares; 2026Q2: 8,327 shares 8,327 $4.69M 0.19% +160 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,767 shares; 2024Q4: 38,724 shares; 2025Q1: 25,016 shares; 2025Q2: 25,147 shares; 2025Q3: 11,160 shares; 2025Q4: 9,582 shares; 2026Q1: 33,997 shares; 2026Q2: 37,677 shares 37,677 $4.69M 0.19% +3,680 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: 122,477 shares; 2024Q4: 118,442 shares; 2025Q1: 114,777 shares; 2025Q2: 115,527 shares; 2025Q3: 108,391 shares; 2025Q4: 108,733 shares; 2026Q1: 41,027 shares; 2026Q2: 40,855 shares 40,855 $4.63M 0.19% -172 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: 21,843 shares; 2024Q4: 18,560 shares; 2025Q1: 19,062 shares; 2025Q2: 21,628 shares; 2025Q3: 21,854 shares; 2025Q4: 21,113 shares; 2026Q1: 18,345 shares; 2026Q2: 18,196 shares 18,196 $4.62M 0.19% -149 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: 21,059 shares; 2024Q4: 22,824 shares; 2025Q1: 20,704 shares; 2025Q2: 20,463 shares; 2025Q3: 20,983 shares; 2025Q4: 39,124 shares; 2026Q1: 38,365 shares; 2026Q2: 39,265 shares 39,265 $4.6M 0.19% +900 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,228 shares; 2024Q4: 10,794 shares; 2025Q1: 16,291 shares; 2025Q2: 18,650 shares; 2025Q3: 25,372 shares; 2025Q4: 26,106 shares; 2026Q1: 12,983 shares; 2026Q2: 12,567 shares 12,567 $4.6M 0.19% -416 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: 37,400 shares; 2024Q4: 40,244 shares; 2025Q1: 36,573 shares; 2025Q2: 41,678 shares; 2025Q3: 37,245 shares; 2025Q4: 42,334 shares; 2026Q1: 43,653 shares; 2026Q2: 48,249 shares 48,249 $4.56M 0.19% +4,596 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,170 shares; 2024Q4: 6,046 shares; 2025Q1: 5,731 shares; 2025Q2: 5,574 shares; 2025Q3: 4,581 shares; 2025Q4: 9,529 shares; 2026Q1: 8,099 shares; 2026Q2: 9,035 shares 9,035 $4.31M 0.18% +936 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: 31,794 shares; 2025Q3: 80,076 shares; 2025Q4: 92,850 shares; 2026Q1: 95,761 shares; 2026Q2: 81,439 shares 81,439 $4.29M 0.17% -14,322 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: 72,696 shares; 2024Q4: 83,303 shares; 2025Q1: 99,451 shares; 2025Q2: 98,846 shares; 2025Q3: 121,570 shares; 2025Q4: 132,547 shares; 2026Q1: 146,716 shares; 2026Q2: 177,463 shares 177,463 $4.28M 0.17% +30,747 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: 90,890 shares; 2024Q4: 123,767 shares; 2025Q1: 115,705 shares; 2025Q2: 115,981 shares; 2025Q3: 137,436 shares; 2025Q4: 150,381 shares; 2026Q1: 157,151 shares; 2026Q2: 147,356 shares 147,356 $4.08M 0.17% -9,795 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: 4,473 shares; 2024Q4: 4,027 shares; 2025Q1: 5,746 shares; 2025Q2: 5,823 shares; 2025Q3: 7,125 shares; 2025Q4: 9,582 shares; 2026Q1: 6,464 shares; 2026Q2: 7,927 shares 7,927 $4.04M 0.16% +1,463 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,817 shares; 2024Q4: 86,783 shares; 2025Q1: 97,129 shares; 2025Q2: 97,709 shares; 2025Q3: 87,376 shares; 2025Q4: 77,116 shares; 2026Q1: 66,863 shares; 2026Q2: 73,852 shares 73,852 $4.03M 0.16% +6,989 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: 82,824 shares; 2024Q4: 86,598 shares; 2025Q1: 100,556 shares; 2025Q2: 109,984 shares; 2025Q3: 116,337 shares; 2025Q4: 124,935 shares; 2026Q1: 122,264 shares; 2026Q2: 107,662 shares 107,662 $3.89M 0.16% -14,602 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,360 shares; 2024Q4: 13,893 shares; 2025Q1: 15,190 shares; 2025Q2: 15,107 shares; 2025Q3: 19,834 shares; 2025Q4: 20,894 shares; 2026Q1: 15,534 shares; 2026Q2: 16,006 shares 16,006 $3.88M 0.16% +472 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,740 shares; 2024Q4: 3,685 shares; 2025Q1: 2,940 shares; 2025Q2: 2,940 shares; 2025Q3: 2,903 shares; 2025Q4: 2,879 shares; 2026Q1: 2,879 shares; 2026Q2: 2,873 shares 2,873 $3.83M 0.16% -6 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: 62,379 shares; 2024Q4: 69,323 shares; 2025Q1: 65,333 shares; 2025Q2: 94,016 shares; 2025Q3: 89,710 shares; 2025Q4: 85,654 shares; 2026Q1: 83,479 shares; 2026Q2: 49,682 shares 49,682 $3.8M 0.15% -33,797 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,790 shares; 2024Q4: 74,355 shares; 2025Q1: 80,271 shares; 2025Q2: 83,331 shares; 2025Q3: 76,583 shares; 2025Q4: 98,168 shares; 2026Q1: 117,631 shares; 2026Q2: 125,017 shares 125,017 $3.78M 0.15% +7,386 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: 64,492 shares; 2024Q4: 72,331 shares; 2025Q1: 72,801 shares; 2025Q2: 81,624 shares; 2025Q3: 87,648 shares; 2025Q4: 97,012 shares; 2026Q1: 107,695 shares; 2026Q2: 142,198 shares 142,198 $3.77M 0.15% +34,503 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: 12,492 shares; 2024Q4: 14,657 shares; 2025Q1: 16,025 shares; 2025Q2: 15,194 shares; 2025Q3: 20,699 shares; 2025Q4: 20,417 shares; 2026Q1: 20,598 shares; 2026Q2: 13,355 shares 13,355 $3.76M 0.15% -7,243 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: 7,077 shares; 2024Q4: 6,139 shares; 2025Q1: 6,343 shares; 2025Q2: 6,383 shares; 2025Q3: 8,429 shares; 2025Q4: 10,528 shares; 2026Q1: 9,419 shares; 2026Q2: 10,362 shares 10,362 $3.75M 0.15% +943 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,448 shares; 2024Q4: 2,580 shares; 2025Q1: 4,190 shares; 2025Q2: 4,024 shares; 2025Q3: 7,440 shares; 2025Q4: 7,522 shares; 2026Q1: 5,463 shares; 2026Q2: 5,888 shares 5,888 $3.74M 0.15% +425 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: 45,573 shares; 2024Q4: 39,055 shares; 2025Q1: 84,269 shares; 2025Q2: 88,444 shares; 2025Q3: 136,581 shares; 2025Q4: 152,390 shares; 2026Q1: 150,210 shares; 2026Q2: 154,984 shares 154,984 $3.73M 0.15% +4,774 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,876 shares; 2025Q2: 6,657 shares; 2025Q3: not reported; 2025Q4: 9,988 shares; 2026Q1: 48,127 shares; 2026Q2: 53,132 shares 53,132 $3.69M 0.15% +5,005 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: 16,114 shares; 2024Q4: 14,485 shares; 2025Q1: 13,146 shares; 2025Q2: 12,859 shares; 2025Q3: 9,457 shares; 2025Q4: 8,817 shares; 2026Q1: 9,238 shares; 2026Q2: 10,723 shares 10,723 $3.68M 0.15% +1,485 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: 6,870 shares; 2024Q4: 6,049 shares; 2025Q1: 9,825 shares; 2025Q2: 10,913 shares; 2025Q3: 11,684 shares; 2025Q4: 20,957 shares; 2026Q1: 31,775 shares; 2026Q2: 33,951 shares 33,951 $3.65M 0.15% +2,176 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,087 shares; 2024Q4: 9,001 shares; 2025Q1: 8,787 shares; 2025Q2: 8,401 shares; 2025Q3: 7,109 shares; 2025Q4: 8,859 shares; 2026Q1: 9,214 shares; 2026Q2: 9,567 shares 9,567 $3.58M 0.15% +353 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,356 shares; 2024Q4: 35,954 shares; 2025Q1: 35,693 shares; 2025Q2: 45,662 shares; 2025Q3: 41,740 shares; 2025Q4: 52,281 shares; 2026Q1: 44,665 shares; 2026Q2: 46,577 shares 46,577 $3.56M 0.14% +1,912 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: 21,204 shares; 2024Q4: 20,966 shares; 2025Q1: 32,688 shares; 2025Q2: 45,526 shares; 2025Q3: 55,371 shares; 2025Q4: 54,620 shares; 2026Q1: 60,069 shares; 2026Q2: 69,035 shares 69,035 $3.49M 0.14% +8,966 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: 139,028 shares; 2024Q4: 131,410 shares; 2025Q1: 96,090 shares; 2025Q2: 122,055 shares; 2025Q3: 48,303 shares; 2025Q4: 39,700 shares; 2026Q1: 38,576 shares; 2026Q2: 39,434 shares 39,434 $3.47M 0.14% +858 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: 113,501 shares; 2024Q4: 100,772 shares; 2025Q1: 75,695 shares; 2025Q2: 75,331 shares; 2025Q3: 83,186 shares; 2025Q4: 68,348 shares; 2026Q1: 69,199 shares; 2026Q2: 69,426 shares 69,426 $3.46M 0.14% +227 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: 35,720 shares; 2024Q4: 34,355 shares; 2025Q1: 31,802 shares; 2025Q2: 30,559 shares; 2025Q3: 25,157 shares; 2025Q4: 24,900 shares; 2026Q1: 24,049 shares; 2026Q2: 23,445 shares 23,445 $3.44M 0.14% -604 Timeline JNK 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: 77,045 shares; 2024Q4: 72,261 shares; 2025Q1: 14,345 shares; 2025Q2: 56,768 shares; 2025Q3: 37,355 shares; 2025Q4: 35,815 shares; 2026Q1: 37,413 shares; 2026Q2: 35,396 shares 35,396 $3.41M 0.14% -2,017 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: 36,148 shares; 2024Q4: 36,379 shares; 2025Q1: 35,159 shares; 2025Q2: 54,366 shares; 2025Q3: 52,592 shares; 2025Q4: 51,065 shares; 2026Q1: 45,129 shares; 2026Q2: 46,379 shares 46,379 $3.4M 0.14% +1,250 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: 19,001 shares; 2024Q4: 17,909 shares; 2025Q1: 17,742 shares; 2025Q2: 18,231 shares; 2025Q3: 23,940 shares; 2025Q4: 26,122 shares; 2026Q1: 24,149 shares; 2026Q2: 24,713 shares 24,713 $3.35M 0.14% +564 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: 7,676 shares; 2024Q4: 6,110 shares; 2025Q1: 6,843 shares; 2025Q2: 8,387 shares; 2025Q3: 6,961 shares; 2025Q4: 9,982 shares; 2026Q1: 19,196 shares; 2026Q2: 20,616 shares 20,616 $3.33M 0.14% +1,420 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,802 shares; 2024Q4: 1,849 shares; 2025Q1: 1,708 shares; 2025Q2: 1,698 shares; 2025Q3: 805 shares; 2025Q4: 914 shares; 2026Q1: 1,163 shares; 2026Q2: 1,661 shares 1,661 $3.3M 0.13% +498 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: 38,243 shares; 2024Q4: 33,153 shares; 2025Q1: 31,041 shares; 2025Q2: 29,269 shares; 2025Q3: 30,841 shares; 2025Q4: 35,511 shares; 2026Q1: 157,684 shares; 2026Q2: 144,084 shares 144,084 $3.28M 0.13% -13,600 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,136 shares; 2024Q4: 15,522 shares; 2025Q1: 16,626 shares; 2025Q2: 16,189 shares; 2025Q3: 37,400 shares; 2025Q4: 42,507 shares; 2026Q1: 37,351 shares; 2026Q2: 42,002 shares 42,002 $3.28M 0.13% +4,651 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: 18,125 shares; 2024Q4: 19,055 shares; 2025Q1: 17,266 shares; 2025Q2: 25,539 shares; 2025Q3: 24,033 shares; 2025Q4: 16,402 shares; 2026Q1: 19,996 shares; 2026Q2: 60,725 shares 60,725 $3.25M 0.13% +40,729 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: 28,442 shares; 2024Q4: 38,413 shares; 2025Q1: 29,671 shares; 2025Q2: 25,138 shares; 2025Q3: 21,316 shares; 2025Q4: 30,453 shares; 2026Q1: 29,026 shares; 2026Q2: 30,164 shares 30,164 $3.25M 0.13% +1,138 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: 29,958 shares; 2024Q4: 31,330 shares; 2025Q1: 26,899 shares; 2025Q2: 33,559 shares; 2025Q3: 24,946 shares; 2025Q4: 24,154 shares; 2026Q1: 23,042 shares; 2026Q2: 26,994 shares 26,994 $3.17M 0.13% +3,952 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,020 shares; 2024Q4: 6,441 shares; 2025Q1: 6,332 shares; 2025Q2: 6,126 shares; 2025Q3: 5,704 shares; 2025Q4: 5,641 shares; 2026Q1: 5,471 shares; 2026Q2: 6,059 shares 6,059 $3.11M 0.13% +588 Timeline SJB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135,665 shares; 2024Q4: 45,552 shares; 2025Q1: 919,710 shares; 2025Q2: 1,020,823 shares; 2025Q3: 1,481,348 shares; 2025Q4: 216,926 shares; 2026Q1: 211,833 shares; 2026Q2: 204,994 shares 204,994 $3.1M 0.13% -6,839 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,440 shares; 2026Q1: 26,322 shares; 2026Q2: 33,126 shares 33,126 $3.09M 0.13% +6,804 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112,092 shares 112,092 $3.07M 0.12% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,257 shares; 2024Q4: 29,048 shares; 2025Q1: 30,031 shares; 2025Q2: 28,606 shares; 2025Q3: 26,928 shares; 2025Q4: 31,521 shares; 2026Q1: 32,034 shares; 2026Q2: 34,487 shares 34,487 $3.07M 0.12% +2,453 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,773 shares; 2024Q4: 37,900 shares; 2025Q1: 42,987 shares; 2025Q2: 44,347 shares; 2025Q3: 58,809 shares; 2025Q4: 62,163 shares; 2026Q1: 59,254 shares; 2026Q2: 54,631 shares 54,631 $3.07M 0.12% -4,623 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,911 shares; 2024Q4: 1,712 shares; 2025Q1: 1,693 shares; 2025Q2: 1,735 shares; 2025Q3: 6,469 shares; 2025Q4: 7,464 shares; 2026Q1: 6,937 shares; 2026Q2: 7,147 shares 7,147 $3.05M 0.12% +210 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: 50,954 shares; 2024Q4: 66,938 shares; 2025Q1: 84,524 shares; 2025Q2: 89,704 shares; 2025Q3: 114,406 shares; 2025Q4: 130,535 shares; 2026Q1: 150,239 shares; 2026Q2: 121,952 shares 121,952 $3.01M 0.12% -28,287 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,069 shares; 2024Q4: 43,414 shares; 2025Q1: 48,652 shares; 2025Q2: 51,257 shares; 2025Q3: 67,514 shares; 2025Q4: 70,737 shares; 2026Q1: 66,302 shares; 2026Q2: 61,947 shares 61,947 $2.97M 0.12% -4,355 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 2,510 shares; 2025Q1: 18,423 shares; 2025Q2: 25,266 shares; 2025Q3: 32,557 shares; 2025Q4: 36,251 shares; 2026Q1: 36,980 shares; 2026Q2: 29,369 shares 29,369 $2.95M 0.12% -7,611 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: 48,031 shares; 2024Q4: 45,871 shares; 2025Q1: 48,439 shares; 2025Q2: 49,757 shares; 2025Q3: 49,587 shares; 2025Q4: 52,107 shares; 2026Q1: 48,670 shares; 2026Q2: 48,495 shares 48,495 $2.89M 0.12% -175 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,007 shares; 2024Q4: 18,638 shares; 2025Q1: 18,800 shares; 2025Q2: 19,083 shares; 2025Q3: 18,565 shares; 2025Q4: 18,726 shares; 2026Q1: 18,704 shares; 2026Q2: 18,493 shares 18,493 $2.89M 0.12% -211 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,298 shares; 2024Q4: 215,569 shares; 2025Q1: 106,400 shares; 2025Q2: 106,196 shares; 2025Q3: 105,384 shares; 2025Q4: 104,475 shares; 2026Q1: 98,076 shares; 2026Q2: 88,446 shares 88,446 $2.87M 0.12% -9,630 Timeline QID PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209,358 shares 209,358 $2.84M 0.12% new 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: 5,639 shares; 2024Q4: 2,442 shares; 2025Q1: not reported; 2025Q2: 5,106 shares; 2025Q3: 21,394 shares; 2025Q4: 22,117 shares; 2026Q1: 18,102 shares; 2026Q2: 22,416 shares 22,416 $2.83M 0.12% +4,314 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,343 shares; 2025Q4: 14,117 shares; 2026Q1: 16,948 shares; 2026Q2: 16,890 shares 16,890 $2.79M 0.11% -58 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,811 shares; 2024Q4: 15,937 shares; 2025Q1: 17,141 shares; 2025Q2: 17,177 shares; 2025Q3: 18,094 shares; 2025Q4: 18,800 shares; 2026Q1: 18,458 shares; 2026Q2: 99,529 shares 99,529 $2.73M 0.11% +81,071 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: 8,089 shares; 2024Q4: 9,533 shares; 2025Q1: 19,377 shares; 2025Q2: 16,245 shares; 2025Q3: 15,927 shares; 2025Q4: 15,890 shares; 2026Q1: 16,351 shares; 2026Q2: 16,489 shares 16,489 $2.71M 0.11% +138 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,559 shares; 2025Q2: 13,006 shares; 2025Q3: 30,753 shares; 2025Q4: 33,377 shares; 2026Q1: 32,494 shares; 2026Q2: 42,838 shares 42,838 $2.69M 0.11% +10,344 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,395 shares; 2024Q4: 3,321 shares; 2025Q1: 4,139 shares; 2025Q2: 4,440 shares; 2025Q3: 6,090 shares; 2025Q4: 6,531 shares; 2026Q1: 3,822 shares; 2026Q2: 3,725 shares 3,725 $2.66M 0.11% -97 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: 15,464 shares; 2024Q4: 14,077 shares; 2025Q1: 21,025 shares; 2025Q2: 21,295 shares; 2025Q3: 24,719 shares; 2025Q4: 28,108 shares; 2026Q1: 22,102 shares; 2026Q2: 22,464 shares 22,464 $2.62M 0.11% +362 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: 11,254 shares; 2024Q4: 9,845 shares; 2025Q1: 9,492 shares; 2025Q2: 8,614 shares; 2025Q3: 6,793 shares; 2025Q4: 7,037 shares; 2026Q1: 6,927 shares; 2026Q2: 6,297 shares 6,297 $2.62M 0.11% -630 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: 44,123 shares; 2026Q2: 51,935 shares 51,935 $2.62M 0.11% +7,812 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,878 shares; 2025Q4: 27,337 shares; 2026Q1: 85,564 shares; 2026Q2: 112,653 shares 112,653 $2.58M 0.1% +27,089 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,135 shares; 2024Q4: 80,638 shares; 2025Q1: 80,784 shares; 2025Q2: 80,694 shares; 2025Q3: 81,077 shares; 2025Q4: 80,397 shares; 2026Q1: 80,174 shares; 2026Q2: 81,349 shares 81,349 $2.57M 0.1% +1,175 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,748 shares; 2026Q1: 10,250 shares; 2026Q2: 74,845 shares 74,845 $2.56M 0.1% +64,595 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,026 shares; 2024Q4: 16,395 shares; 2025Q1: 17,976 shares; 2025Q2: 18,408 shares; 2025Q3: 29,246 shares; 2025Q4: 30,264 shares; 2026Q1: 14,137 shares; 2026Q2: 16,110 shares 16,110 $2.52M 0.1% +1,973 Timeline IALT 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: not reported; 2026Q2: 89,823 shares 89,823 $2.52M 0.1% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,091 shares 11,091 $2.52M 0.1% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,189 shares; 2024Q4: 3,648 shares; 2025Q1: 6,480 shares; 2025Q2: 8,812 shares; 2025Q3: 8,032 shares; 2025Q4: 13,173 shares; 2026Q1: 8,145 shares; 2026Q2: 8,369 shares 8,369 $2.51M 0.1% +224 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: 223,400 shares; 2024Q4: 229,340 shares; 2025Q1: 171,511 shares; 2025Q2: 172,586 shares; 2025Q3: 140,233 shares; 2025Q4: 121,699 shares; 2026Q1: 78,964 shares; 2026Q2: 78,268 shares 78,268 $2.48M 0.1% -696 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,310 shares; 2024Q4: 1,238 shares; 2025Q1: 1,461 shares; 2025Q2: 1,455 shares; 2025Q3: 1,100 shares; 2025Q4: 905 shares; 2026Q1: 828 shares; 2026Q2: 8,191 shares 8,191 $2.47M 0.1% +7,363 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,046 shares; 2024Q4: 42,657 shares; 2025Q1: 48,502 shares; 2025Q2: 53,643 shares; 2025Q3: 59,589 shares; 2025Q4: 65,177 shares; 2026Q1: 68,578 shares; 2026Q2: 66,804 shares 66,804 $2.46M 0.1% -1,774 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,767 shares; 2025Q4: 5,545 shares; 2026Q1: 37,250 shares; 2026Q2: 37,339 shares 37,339 $2.45M 0.1% +89 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: 19,713 shares; 2024Q4: 18,479 shares; 2025Q1: 20,129 shares; 2025Q2: 19,347 shares; 2025Q3: 10,084 shares; 2025Q4: 9,903 shares; 2026Q1: 9,869 shares; 2026Q2: 9,568 shares 9,568 $2.41M 0.1% -301 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,543 shares; 2024Q4: 26,947 shares; 2025Q1: 48,765 shares; 2025Q2: 29,813 shares; 2025Q3: 31,038 shares; 2025Q4: 31,135 shares; 2026Q1: 28,245 shares; 2026Q2: 23,765 shares 23,765 $2.4M 0.1% -4,480 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,143 shares; 2024Q4: 4,869 shares; 2025Q1: 5,439 shares; 2025Q2: 5,756 shares; 2025Q3: 6,058 shares; 2025Q4: 6,520 shares; 2026Q1: 6,568 shares; 2026Q2: 7,822 shares 7,822 $2.37M 0.1% +1,254 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: 59,297 shares; 2025Q3: 67,631 shares; 2025Q4: 73,190 shares; 2026Q1: 76,483 shares; 2026Q2: 54,953 shares 54,953 $2.37M 0.1% -21,530 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS 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: 33,552 shares 33,552 $2.34M 0.1% new Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,434 shares; 2024Q4: 39,649 shares; 2025Q1: 33,281 shares; 2025Q2: 38,379 shares; 2025Q3: 41,884 shares; 2025Q4: 44,170 shares; 2026Q1: 62,122 shares; 2026Q2: 103,800 shares 103,800 $2.32M 0.09% +41,678 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: 88,014 shares; 2024Q4: 65,195 shares; 2025Q1: 64,033 shares; 2025Q2: 66,669 shares; 2025Q3: 72,456 shares; 2025Q4: 69,320 shares; 2026Q1: 100,105 shares; 2026Q2: 100,170 shares 100,170 $2.32M 0.09% +65 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: not reported; 2026Q2: 61,273 shares 61,273 $2.24M 0.09% new Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86,074 shares 86,074 $2.24M 0.09% new Timeline JUNW 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,306 shares 64,306 $2.21M 0.09% new Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,202 shares; 2024Q4: 19,298 shares; 2025Q1: 16,568 shares; 2025Q2: 16,515 shares; 2025Q3: 17,291 shares; 2025Q4: 17,081 shares; 2026Q1: 16,190 shares; 2026Q2: 16,133 shares 16,133 $2.2M 0.09% -57 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,605 shares; 2024Q4: 117,148 shares; 2025Q1: 125,479 shares; 2025Q2: 125,355 shares; 2025Q3: 146,655 shares; 2025Q4: 140,970 shares; 2026Q1: 152,395 shares; 2026Q2: 157,022 shares 157,022 $2.18M 0.09% +4,627 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,718 shares; 2024Q4: 20,141 shares; 2025Q1: 24,747 shares; 2025Q2: 27,149 shares; 2025Q3: 40,833 shares; 2025Q4: 45,390 shares; 2026Q1: 35,786 shares; 2026Q2: 41,506 shares 41,506 $2.18M 0.09% +5,720 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,544 shares; 2026Q2: 41,959 shares 41,959 $2.15M 0.09% +7,415 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: 22,906 shares; 2024Q4: 23,094 shares; 2025Q1: 21,471 shares; 2025Q2: 21,487 shares; 2025Q3: 18,766 shares; 2025Q4: 19,103 shares; 2026Q1: 20,500 shares; 2026Q2: 22,162 shares 22,162 $2.14M 0.09% +1,662 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR 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: 22,006 shares; 2026Q2: 34,571 shares 34,571 $2.12M 0.09% +12,565 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,202 shares; 2025Q2: 17,483 shares; 2025Q3: 18,841 shares; 2025Q4: 18,845 shares; 2026Q1: 19,088 shares; 2026Q2: 19,164 shares 19,164 $2.11M 0.09% +76 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,238 shares; 2026Q2: 44,296 shares 44,296 $2.11M 0.09% +4,058 Timeline IDEF 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: 62,859 shares; 2026Q2: 66,294 shares 66,294 $2.11M 0.09% +3,435 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: 142,196 shares; 2024Q4: 137,351 shares; 2025Q1: 138,916 shares; 2025Q2: 124,011 shares; 2025Q3: 97,144 shares; 2025Q4: 97,000 shares; 2026Q1: 98,431 shares; 2026Q2: 71,774 shares 71,774 $2.08M 0.08% -26,657 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: 1,355 shares; 2024Q4: 1,293 shares; 2025Q1: 1,190 shares; 2025Q2: 1,182 shares; 2025Q3: 1,096 shares; 2025Q4: 984 shares; 2026Q1: 6,623 shares; 2026Q2: 7,624 shares 7,624 $2.07M 0.08% +1,001 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,400 shares; 2024Q4: 18,110 shares; 2025Q1: 31,545 shares; 2025Q2: 27,459 shares; 2025Q3: 36,940 shares; 2025Q4: 40,250 shares; 2026Q1: 26,058 shares; 2026Q2: 27,404 shares 27,404 $2.07M 0.08% +1,346 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 1,519 shares; 2025Q1: 1,378 shares; 2025Q2: 1,368 shares; 2025Q3: 1,182 shares; 2025Q4: 3,214 shares; 2026Q1: 2,094 shares; 2026Q2: 1,756 shares 1,756 $2.06M 0.08% -338 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92,410 shares 92,410 $2.06M 0.08% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,212 shares; 2024Q4: 6,881 shares; 2025Q1: 6,886 shares; 2025Q2: 7,419 shares; 2025Q3: 19,639 shares; 2025Q4: 21,394 shares; 2026Q1: 19,473 shares; 2026Q2: 21,946 shares 21,946 $2.02M 0.08% +2,473 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,424 shares; 2024Q4: 42,624 shares; 2025Q1: 45,241 shares; 2025Q2: 47,583 shares; 2025Q3: 45,678 shares; 2025Q4: 47,237 shares; 2026Q1: 45,840 shares; 2026Q2: 45,435 shares 45,435 $2.02M 0.08% -405 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,270 shares; 2024Q4: 16,971 shares; 2025Q1: 14,149 shares; 2025Q2: 12,676 shares; 2025Q3: 11,884 shares; 2025Q4: 12,015 shares; 2026Q1: 12,104 shares; 2026Q2: 12,221 shares 12,221 $2.01M 0.08% +117 Timeline BILZ 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: 7,320 shares; 2024Q4: 16,669 shares; 2025Q1: 28,384 shares; 2025Q2: 42,449 shares; 2025Q3: 56,817 shares; 2025Q4: 56,320 shares; 2026Q1: 23,493 shares; 2026Q2: 19,819 shares 19,819 $2M 0.08% -3,674 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,365 shares; 2024Q4: 144,905 shares; 2025Q1: 158,857 shares; 2025Q2: 157,358 shares; 2025Q3: 189,293 shares; 2025Q4: 208,018 shares; 2026Q1: 170,940 shares; 2026Q2: 94,810 shares 94,810 $1.96M 0.08% -76,130 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: 58,806 shares; 2024Q4: 61,050 shares; 2025Q1: 72,390 shares; 2025Q2: 68,990 shares; 2025Q3: 43,917 shares; 2025Q4: 40,837 shares; 2026Q1: 45,527 shares; 2026Q2: 45,314 shares 45,314 $1.92M 0.08% -213 Timeline GGOV 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: 38,009 shares 38,009 $1.91M 0.08% new 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: 15,229 shares; 2024Q4: 14,656 shares; 2025Q1: 13,096 shares; 2025Q2: 12,816 shares; 2025Q3: 9,233 shares; 2025Q4: 5,123 shares; 2026Q1: 4,537 shares; 2026Q2: 16,275 shares 16,275 $1.91M 0.08% +11,738 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,081 shares; 2024Q4: 51,372 shares; 2025Q1: 11,645 shares; 2025Q2: 47,615 shares; 2025Q3: 36,880 shares; 2025Q4: 34,639 shares; 2026Q1: 75,987 shares; 2026Q2: 73,971 shares 73,971 $1.85M 0.08% -2,016 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: 2,870 shares; 2024Q4: 2,762 shares; 2025Q1: 2,641 shares; 2025Q2: 2,434 shares; 2025Q3: 1,544 shares; 2025Q4: 2,984 shares; 2026Q1: 1,733 shares; 2026Q2: 1,887 shares 1,887 $1.82M 0.07% +154 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: 48,246 shares; 2024Q4: 44,523 shares; 2025Q1: 37,411 shares; 2025Q2: 42,042 shares; 2025Q3: 29,695 shares; 2025Q4: 29,627 shares; 2026Q1: 30,967 shares; 2026Q2: 31,896 shares 31,896 $1.82M 0.07% +929 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: 2,101 shares; 2024Q4: 2,260 shares; 2025Q1: 5,527 shares; 2025Q2: 5,528 shares; 2025Q3: 2,336 shares; 2025Q4: 2,218 shares; 2026Q1: 2,200 shares; 2026Q2: 4,566 shares 4,566 $1.82M 0.07% +2,366 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,559 shares; 2025Q4: 51,267 shares; 2026Q1: 60,084 shares; 2026Q2: 76,304 shares 76,304 $1.81M 0.07% +16,220 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: 28,312 shares; 2024Q4: 21,234 shares; 2025Q1: 16,424 shares; 2025Q2: 16,656 shares; 2025Q3: 12,436 shares; 2025Q4: 13,121 shares; 2026Q1: 15,172 shares; 2026Q2: 14,011 shares 14,011 $1.8M 0.07% -1,161 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,592 shares; 2024Q4: 32,537 shares; 2025Q1: 32,867 shares; 2025Q2: 33,407 shares; 2025Q3: 30,890 shares; 2025Q4: 30,805 shares; 2026Q1: 30,758 shares; 2026Q2: 29,783 shares 29,783 $1.8M 0.07% -975 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: 25,730 shares; 2024Q4: 24,705 shares; 2025Q1: 30,355 shares; 2025Q2: 30,607 shares; 2025Q3: 20,888 shares; 2025Q4: 39,876 shares; 2026Q1: 33,292 shares; 2026Q2: 33,826 shares 33,826 $1.8M 0.07% +534 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: 12,247 shares; 2024Q4: 12,492 shares; 2025Q1: 10,430 shares; 2025Q2: 10,206 shares; 2025Q3: 16,321 shares; 2025Q4: 15,814 shares; 2026Q1: 14,361 shares; 2026Q2: 9,692 shares 9,692 $1.8M 0.07% -4,669 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: 57,353 shares; 2024Q4: 58,720 shares; 2025Q1: 58,121 shares; 2025Q2: 53,648 shares; 2025Q3: 54,821 shares; 2025Q4: 52,649 shares; 2026Q1: 51,160 shares; 2026Q2: 50,120 shares 50,120 $1.74M 0.07% -1,040 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: 23,150 shares; 2025Q4: 25,682 shares; 2026Q1: 25,435 shares; 2026Q2: 29,195 shares 29,195 $1.74M 0.07% +3,760 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: 3,673 shares; 2024Q4: 2,594 shares; 2025Q1: 15,804 shares; 2025Q2: 16,974 shares; 2025Q3: 11,620 shares; 2025Q4: 21,110 shares; 2026Q1: 18,277 shares; 2026Q2: 18,264 shares 18,264 $1.73M 0.07% -13 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,402 shares; 2024Q4: 34,042 shares; 2025Q1: 35,523 shares; 2025Q2: 35,374 shares; 2025Q3: 27,995 shares; 2025Q4: 29,276 shares; 2026Q1: 28,257 shares; 2026Q2: 28,285 shares 28,285 $1.72M 0.07% +28 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: 11,276 shares; 2024Q4: 11,532 shares; 2025Q1: 11,209 shares; 2025Q2: 12,014 shares; 2025Q3: 9,594 shares; 2025Q4: 9,623 shares; 2026Q1: 9,256 shares; 2026Q2: 12,039 shares 12,039 $1.68M 0.07% +2,783 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: 11,294 shares; 2024Q4: 11,392 shares; 2025Q1: 10,717 shares; 2025Q2: 10,270 shares; 2025Q3: 8,765 shares; 2025Q4: 8,668 shares; 2026Q1: 8,674 shares; 2026Q2: 8,441 shares 8,441 $1.67M 0.07% -233 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,390 shares; 2024Q4: 36,706 shares; 2025Q1: 37,162 shares; 2025Q2: 36,688 shares; 2025Q3: 44,024 shares; 2025Q4: 47,340 shares; 2026Q1: 49,850 shares; 2026Q2: 51,191 shares 51,191 $1.64M 0.07% +1,341 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: 10,876 shares; 2024Q4: 9,132 shares; 2025Q1: 8,686 shares; 2025Q2: 8,509 shares; 2025Q3: 7,594 shares; 2025Q4: 7,144 shares; 2026Q1: 6,044 shares; 2026Q2: 6,010 shares 6,010 $1.62M 0.07% -34 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,279 shares; 2026Q1: 7,982 shares; 2026Q2: 10,956 shares 10,956 $1.6M 0.07% +2,974 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: 1,581 shares; 2024Q4: 4,856 shares; 2025Q1: 5,516 shares; 2025Q2: 5,516 shares; 2025Q3: 5,513 shares; 2025Q4: 5,670 shares; 2026Q1: 5,623 shares; 2026Q2: 5,546 shares 5,546 $1.58M 0.06% -77 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,450 shares; 2024Q4: 13,765 shares; 2025Q1: 14,453 shares; 2025Q2: 15,031 shares; 2025Q3: 16,222 shares; 2025Q4: 32,215 shares; 2026Q1: 27,331 shares; 2026Q2: 31,080 shares 31,080 $1.58M 0.06% +3,749 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,681 shares; 2024Q4: 5,399 shares; 2025Q1: 5,336 shares; 2025Q2: 5,501 shares; 2025Q3: 6,066 shares; 2025Q4: 5,958 shares; 2026Q1: 6,305 shares; 2026Q2: 5,908 shares 5,908 $1.54M 0.06% -397 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,990 shares; 2024Q4: 1,877 shares; 2025Q1: 1,967 shares; 2025Q2: 1,842 shares; 2025Q3: 1,355 shares; 2025Q4: 2,302 shares; 2026Q1: 2,590 shares; 2026Q2: 2,999 shares 2,999 $1.53M 0.06% +409 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 1,938 shares; 2026Q2: 1,930 shares 1,930 $1.53M 0.06% -8 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: 12,067 shares; 2024Q4: 12,587 shares; 2025Q1: 12,527 shares; 2025Q2: 6,513 shares; 2025Q3: 5,783 shares; 2025Q4: 5,469 shares; 2026Q1: 5,191 shares; 2026Q2: 4,985 shares 4,985 $1.53M 0.06% -206 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: 3,358 shares; 2024Q4: 3,893 shares; 2025Q1: not reported; 2025Q2: 3,539 shares; 2025Q3: 4,137 shares; 2025Q4: 2,909 shares; 2026Q1: 2,834 shares; 2026Q2: 5,033 shares 5,033 $1.5M 0.06% +2,199 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,055 shares; 2024Q4: 15,951 shares; 2025Q1: 19,307 shares; 2025Q2: 18,885 shares; 2025Q3: 26,834 shares; 2025Q4: 14,312 shares; 2026Q1: 15,051 shares; 2026Q2: 16,485 shares 16,485 $1.5M 0.06% +1,434 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,843 shares; 2024Q4: 6,652 shares; 2025Q1: 6,547 shares; 2025Q2: 7,988 shares; 2025Q3: 18,382 shares; 2025Q4: 18,032 shares; 2026Q1: 22,256 shares; 2026Q2: 24,028 shares 24,028 $1.49M 0.06% +1,772 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: 1,923 shares; 2024Q4: 1,974 shares; 2025Q1: 2,204 shares; 2025Q2: 2,272 shares; 2025Q3: 3,598 shares; 2025Q4: 1,768 shares; 2026Q1: 1,582 shares; 2026Q2: 12,450 shares 12,450 $1.49M 0.06% +10,868 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,074 shares; 2025Q2: 18,026 shares; 2025Q3: 35,886 shares; 2025Q4: 36,924 shares; 2026Q1: 39,889 shares; 2026Q2: 61,864 shares 61,864 $1.48M 0.06% +21,975 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: 32,107 shares; 2024Q4: 29,529 shares; 2025Q1: 31,338 shares; 2025Q2: 31,140 shares; 2025Q3: 26,055 shares; 2025Q4: 27,003 shares; 2026Q1: 27,590 shares; 2026Q2: 28,830 shares 28,830 $1.47M 0.06% +1,240 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,229 shares; 2024Q4: 21,099 shares; 2025Q1: 22,583 shares; 2025Q2: 24,385 shares; 2025Q3: 33,295 shares; 2025Q4: 35,916 shares; 2026Q1: 36,320 shares; 2026Q2: 36,775 shares 36,775 $1.45M 0.06% +455 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: 13,425 shares; 2024Q4: 13,444 shares; 2025Q1: 13,379 shares; 2025Q2: 13,379 shares; 2025Q3: 13,411 shares; 2025Q4: 13,032 shares; 2026Q1: 12,704 shares; 2026Q2: 12,334 shares 12,334 $1.44M 0.06% -370 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: 19,493 shares; 2024Q4: 21,462 shares; 2025Q1: 21,964 shares; 2025Q2: 22,782 shares; 2025Q3: 30,085 shares; 2025Q4: 30,792 shares; 2026Q1: 32,754 shares; 2026Q2: 34,194 shares 34,194 $1.44M 0.06% +1,440 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,660 shares; 2024Q4: 3,410 shares; 2025Q1: 3,497 shares; 2025Q2: 3,471 shares; 2025Q3: 3,189 shares; 2025Q4: 3,183 shares; 2026Q1: 3,078 shares; 2026Q2: 3,726 shares 3,726 $1.44M 0.06% +648 Timeline ICSH 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: 37,845 shares; 2025Q4: 28,360 shares; 2026Q1: 28,361 shares; 2026Q2: 28,362 shares 28,362 $1.43M 0.06% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,339 shares; 2026Q2: 77,897 shares 77,897 $1.43M 0.06% +41,558 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,534 shares; 2024Q4: 8,793 shares; 2025Q1: 8,509 shares; 2025Q2: 8,420 shares; 2025Q3: 8,670 shares; 2025Q4: 9,289 shares; 2026Q1: 7,789 shares; 2026Q2: 7,771 shares 7,771 $1.43M 0.06% -18 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: 3,314 shares; 2024Q4: 2,855 shares; 2025Q1: 2,825 shares; 2025Q2: 2,776 shares; 2025Q3: 2,204 shares; 2025Q4: 2,002 shares; 2026Q1: 1,614 shares; 2026Q2: 1,449 shares 1,449 $1.42M 0.06% -165 Timeline FELC 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: 20,695 shares; 2025Q4: 21,900 shares; 2026Q1: 23,566 shares; 2026Q2: 33,566 shares 33,566 $1.41M 0.06% +10,000 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,579 shares; 2024Q4: 7,818 shares; 2025Q1: 6,939 shares; 2025Q2: 7,015 shares; 2025Q3: 5,044 shares; 2025Q4: 4,723 shares; 2026Q1: 4,526 shares; 2026Q2: 4,077 shares 4,077 $1.38M 0.06% -449 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,039 shares; 2024Q4: 18,655 shares; 2025Q1: 19,786 shares; 2025Q2: 22,182 shares; 2025Q3: 22,996 shares; 2025Q4: 24,285 shares; 2026Q1: 23,144 shares; 2026Q2: 24,304 shares 24,304 $1.38M 0.06% +1,160 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: 5,465 shares; 2024Q4: 5,505 shares; 2025Q1: 7,050 shares; 2025Q2: 9,155 shares; 2025Q3: 7,658 shares; 2025Q4: 7,478 shares; 2026Q1: 7,333 shares; 2026Q2: 7,243 shares 7,243 $1.37M 0.06% -90 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,200 shares; 2024Q4: 13,823 shares; 2025Q1: 5,819 shares; 2025Q2: 13,019 shares; 2025Q3: 15,246 shares; 2025Q4: 17,603 shares; 2026Q1: 18,698 shares; 2026Q2: 14,295 shares 14,295 $1.36M 0.06% -4,403 Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,818 shares; 2025Q2: 20,092 shares; 2025Q3: 29,032 shares; 2025Q4: 29,872 shares; 2026Q1: 30,075 shares; 2026Q2: 49,075 shares 49,075 $1.35M 0.06% +19,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,931 shares; 2025Q4: 19,220 shares; 2026Q1: 26,674 shares; 2026Q2: 27,453 shares 27,453 $1.35M 0.06% +779 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: 1,001 shares; 2024Q4: 2,218 shares; 2025Q1: 2,271 shares; 2025Q2: 2,023 shares; 2025Q3: 1,633 shares; 2025Q4: 1,819 shares; 2026Q1: 2,283 shares; 2026Q2: 3,954 shares 3,954 $1.35M 0.05% +1,671 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 921 shares; 2025Q1: 905 shares; 2025Q2: 754 shares; 2025Q3: 623 shares; 2025Q4: 2,632 shares; 2026Q1: 1,610 shares; 2026Q2: 1,773 shares 1,773 $1.34M 0.05% +163 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: 8,209 shares; 2024Q4: 8,130 shares; 2025Q1: 7,720 shares; 2025Q2: 7,856 shares; 2025Q3: 6,546 shares; 2025Q4: 6,970 shares; 2026Q1: 6,595 shares; 2026Q2: 6,384 shares 6,384 $1.33M 0.05% -211 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,797 shares; 2024Q4: 12,133 shares; 2025Q1: 11,506 shares; 2025Q2: 11,465 shares; 2025Q3: 8,847 shares; 2025Q4: 8,610 shares; 2026Q1: 8,758 shares; 2026Q2: 8,802 shares 8,802 $1.33M 0.05% +44 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,524 shares; 2024Q4: 7,222 shares; 2025Q1: 7,513 shares; 2025Q2: 8,196 shares; 2025Q3: 9,061 shares; 2025Q4: 9,800 shares; 2026Q1: 10,494 shares; 2026Q2: 11,040 shares 11,040 $1.33M 0.05% +546 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,979 shares 13,979 $1.33M 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,807 shares; 2024Q4: 3,472 shares; 2025Q1: 3,425 shares; 2025Q2: 3,223 shares; 2025Q3: 2,759 shares; 2025Q4: 2,640 shares; 2026Q1: 2,687 shares; 2026Q2: 2,646 shares 2,646 $1.33M 0.05% -41 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: 16,255 shares; 2024Q4: 13,063 shares; 2025Q1: 13,779 shares; 2025Q2: 14,174 shares; 2025Q3: 14,932 shares; 2025Q4: 22,508 shares; 2026Q1: 17,057 shares; 2026Q2: 16,672 shares 16,672 $1.29M 0.05% -385 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,438 shares; 2024Q4: 3,134 shares; 2025Q1: 1,962 shares; 2025Q2: 1,789 shares; 2025Q3: 2,383 shares; 2025Q4: 3,069 shares; 2026Q1: 2,585 shares; 2026Q2: 10,303 shares 10,303 $1.28M 0.05% +7,718 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,252 shares; 2026Q2: 1,983 shares 1,983 $1.27M 0.05% -269 Timeline AIR AAR CORP More: the full row for AAR 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: 14,086 shares; 2025Q4: 15,395 shares; 2026Q1: 7,967 shares; 2026Q2: 8,862 shares 8,862 $1.27M 0.05% +895 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,839 shares; 2024Q4: 3,673 shares; 2025Q1: 3,541 shares; 2025Q2: 3,456 shares; 2025Q3: 2,012 shares; 2025Q4: 2,049 shares; 2026Q1: 1,857 shares; 2026Q2: 1,755 shares 1,755 $1.26M 0.05% -102 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,032 shares; 2024Q4: 3,637 shares; 2025Q1: 3,684 shares; 2025Q2: 3,551 shares; 2025Q3: 3,171 shares; 2025Q4: 2,618 shares; 2026Q1: 2,385 shares; 2026Q2: 2,428 shares 2,428 $1.26M 0.05% +43 Timeline VNLA 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: 13,354 shares; 2024Q4: 11,881 shares; 2025Q1: 12,991 shares; 2025Q2: 12,955 shares; 2025Q3: 29,827 shares; 2025Q4: 33,067 shares; 2026Q1: 37,089 shares; 2026Q2: 25,440 shares 25,440 $1.24M 0.05% -11,649 Timeline AIOO 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: not reported; 2025Q3: 58,920 shares; 2025Q4: 61,150 shares; 2026Q1: 57,944 shares; 2026Q2: 47,173 shares 47,173 $1.24M 0.05% -10,771 Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,309 shares; 2024Q4: 26,647 shares; 2025Q1: 31,654 shares; 2025Q2: 54,742 shares; 2025Q3: 93,199 shares; 2025Q4: 92,913 shares; 2026Q1: 38,935 shares; 2026Q2: 52,094 shares 52,094 $1.24M 0.05% +13,159 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,678 shares; 2025Q4: 29,403 shares; 2026Q1: 19,837 shares; 2026Q2: 14,102 shares 14,102 $1.23M 0.05% -5,735 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,623 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,168 shares; 2026Q2: 7,753 shares 7,753 $1.23M 0.05% +4,585 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: 63,393 shares; 2024Q4: 77,155 shares; 2025Q1: 99,521 shares; 2025Q2: 96,213 shares; 2025Q3: 19,780 shares; 2025Q4: 22,516 shares; 2026Q1: 22,420 shares; 2026Q2: 24,348 shares 24,348 $1.23M 0.05% +1,928 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,683 shares; 2026Q2: 5,037 shares 5,037 $1.21M 0.05% +2,354 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: 10,664 shares; 2024Q4: 11,054 shares; 2025Q1: 12,128 shares; 2025Q2: 13,154 shares; 2025Q3: 14,268 shares; 2025Q4: 15,572 shares; 2026Q1: 16,683 shares; 2026Q2: 17,956 shares 17,956 $1.21M 0.05% +1,273 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS 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: 17,210 shares 17,210 $1.2M 0.05% new 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: 40,050 shares; 2024Q4: 38,666 shares; 2025Q1: 35,998 shares; 2025Q2: 36,661 shares; 2025Q3: 30,023 shares; 2025Q4: 20,522 shares; 2026Q1: 20,469 shares; 2026Q2: 21,153 shares 21,153 $1.19M 0.05% +684 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,953 shares; 2026Q1: 19,887 shares; 2026Q2: 20,679 shares 20,679 $1.19M 0.05% +792 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: 39,959 shares; 2024Q4: 44,570 shares; 2025Q1: 47,900 shares; 2025Q2: 47,048 shares; 2025Q3: 32,925 shares; 2025Q4: 31,289 shares; 2026Q1: 30,181 shares; 2026Q2: 29,442 shares 29,442 $1.19M 0.05% -739 Timeline MAYW 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,629 shares 33,629 $1.17M 0.05% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,344 shares; 2024Q4: 20,079 shares; 2025Q1: 21,049 shares; 2025Q2: 22,191 shares; 2025Q3: 22,677 shares; 2025Q4: 22,776 shares; 2026Q1: 21,568 shares; 2026Q2: 22,516 shares 22,516 $1.16M 0.05% +948 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,286 shares; 2024Q4: 58,914 shares; 2025Q1: 37,456 shares; 2025Q2: 141,967 shares; 2025Q3: 210,167 shares; 2025Q4: 202,412 shares; 2026Q1: 229,819 shares; 2026Q2: 250,899 shares 250,899 $1.16M 0.05% +21,080 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,984 shares 42,984 $1.15M 0.05% new Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,263 shares; 2025Q4: 18,282 shares; 2026Q1: 11,160 shares; 2026Q2: 9,690 shares 9,690 $1.15M 0.05% -1,470 Timeline IFLN 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: 21,427 shares; 2024Q4: 29,473 shares; 2025Q1: 33,652 shares; 2025Q2: 35,976 shares; 2025Q3: 44,698 shares; 2025Q4: 51,945 shares; 2026Q1: 56,591 shares; 2026Q2: 62,466 shares 62,466 $1.14M 0.05% +5,875 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,569 shares 41,569 $1.14M 0.05% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,636 shares; 2024Q4: 27,277 shares; 2025Q1: 29,286 shares; 2025Q2: 31,554 shares; 2025Q3: 35,138 shares; 2025Q4: 38,812 shares; 2026Q1: 40,793 shares; 2026Q2: 44,319 shares 44,319 $1.13M 0.05% +3,526 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: 28,967 shares; 2024Q4: 33,643 shares; 2025Q1: 26,116 shares; 2025Q2: 24,402 shares; 2025Q3: 19,206 shares; 2025Q4: 20,042 shares; 2026Q1: 20,291 shares; 2026Q2: 20,827 shares 20,827 $1.12M 0.05% +536 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 3,253 shares; 2026Q1: 3,297 shares; 2026Q2: 6,326 shares 6,326 $1.11M 0.05% +3,029 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: 8,337 shares; 2024Q4: 12,854 shares; 2025Q1: 7,683 shares; 2025Q2: 6,195 shares; 2025Q3: 12,390 shares; 2025Q4: 23,258 shares; 2026Q1: 19,723 shares; 2026Q2: 14,211 shares 14,211 $1.11M 0.05% -5,512 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,081 shares; 2024Q4: 6,329 shares; 2025Q1: 8,277 shares; 2025Q2: 8,229 shares; 2025Q3: 15,999 shares; 2025Q4: 20,549 shares; 2026Q1: 14,305 shares; 2026Q2: 11,370 shares 11,370 $1.11M 0.05% -2,935 Timeline IDMO 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: 6,566 shares; 2026Q1: 11,440 shares; 2026Q2: 18,292 shares 18,292 $1.1M 0.04% +6,852 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: 1,723 shares; 2024Q4: 1,574 shares; 2025Q1: 1,293 shares; 2025Q2: 1,400 shares; 2025Q3: 1,102 shares; 2025Q4: 1,039 shares; 2026Q1: 926 shares; 2026Q2: 1,083 shares 1,083 $1.09M 0.04% +157 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,457 shares 4,457 $1.09M 0.04% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,765 shares 2,765 $1.09M 0.04% new 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: not reported; 2024Q4: 7,221 shares; 2025Q1: 15,587 shares; 2025Q2: 18,537 shares; 2025Q3: 6,967 shares; 2025Q4: not reported; 2026Q1: 2,755 shares; 2026Q2: 10,631 shares 10,631 $1.09M 0.04% +7,876 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,654 shares; 2024Q4: 32,222 shares; 2025Q1: 12,947 shares; 2025Q2: 15,823 shares; 2025Q3: 17,375 shares; 2025Q4: 18,058 shares; 2026Q1: 19,680 shares; 2026Q2: 21,129 shares 21,129 $1.08M 0.04% +1,449 Timeline IVVB 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: 13,774 shares; 2025Q2: 15,163 shares; 2025Q3: 25,383 shares; 2025Q4: 28,218 shares; 2026Q1: 27,907 shares; 2026Q2: 31,234 shares 31,234 $1.08M 0.04% +3,327 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: 29,812 shares; 2024Q4: 27,304 shares; 2025Q1: 27,067 shares; 2025Q2: 14,378 shares; 2025Q3: 13,941 shares; 2025Q4: 14,466 shares; 2026Q1: 13,956 shares; 2026Q2: 13,863 shares 13,863 $1.08M 0.04% -93 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 14,907 shares 14,907 $1.08M 0.04% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,743 shares; 2024Q4: 34,138 shares; 2025Q1: 25,801 shares; 2025Q2: 25,763 shares; 2025Q3: 25,688 shares; 2025Q4: 25,729 shares; 2026Q1: 26,754 shares; 2026Q2: 25,791 shares 25,791 $1.08M 0.04% -963 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: 14,879 shares; 2024Q4: 19,827 shares; 2025Q1: 20,690 shares; 2025Q2: 21,512 shares; 2025Q3: 25,093 shares; 2025Q4: 27,467 shares; 2026Q1: 29,118 shares; 2026Q2: 28,943 shares 28,943 $1.05M 0.04% -175 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,648 shares; 2024Q4: 15,763 shares; 2025Q1: 15,642 shares; 2025Q2: 14,858 shares; 2025Q3: 12,772 shares; 2025Q4: 10,508 shares; 2026Q1: 9,297 shares; 2026Q2: 9,079 shares 9,079 $1.04M 0.04% -218 Timeline EWU 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: 20,539 shares; 2026Q2: 22,355 shares 22,355 $1.03M 0.04% +1,816 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: 2,273 shares; 2024Q4: 6,103 shares; 2025Q1: 2,761 shares; 2025Q2: 3,025 shares; 2025Q3: 3,279 shares; 2025Q4: 2,804 shares; 2026Q1: 4,896 shares; 2026Q2: 6,055 shares 6,055 $1.03M 0.04% +1,159 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,076 shares; 2024Q4: 3,972 shares; 2025Q1: 3,766 shares; 2025Q2: 3,717 shares; 2025Q3: 2,842 shares; 2025Q4: 2,711 shares; 2026Q1: 2,649 shares; 2026Q2: 2,638 shares 2,638 $1.03M 0.04% -11 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: 9,138 shares; 2024Q4: 8,594 shares; 2025Q1: 8,100 shares; 2025Q2: 7,776 shares; 2025Q3: 4,465 shares; 2025Q4: 4,588 shares; 2026Q1: 4,601 shares; 2026Q2: 4,217 shares 4,217 $1.02M 0.04% -384 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,757 shares; 2024Q4: 15,761 shares; 2025Q1: 17,498 shares; 2025Q2: 18,247 shares; 2025Q3: 34,912 shares; 2025Q4: 47,788 shares; 2026Q1: 33,961 shares; 2026Q2: 30,641 shares 30,641 $1.02M 0.04% -3,320 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,946 shares; 2024Q4: 10,820 shares; 2025Q1: 5,457 shares; 2025Q2: 5,695 shares; 2025Q3: 6,552 shares; 2025Q4: 6,832 shares; 2026Q1: 6,125 shares; 2026Q2: 6,031 shares 6,031 $1.02M 0.04% -94 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: 9,009 shares; 2024Q4: 8,297 shares; 2025Q1: 8,710 shares; 2025Q2: 8,533 shares; 2025Q3: 7,020 shares; 2025Q4: 7,440 shares; 2026Q1: 7,434 shares; 2026Q2: 7,446 shares 7,446 $1.02M 0.04% +12 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,162 shares; 2024Q4: 44,027 shares; 2025Q1: 25,304 shares; 2025Q2: 19,812 shares; 2025Q3: 20,724 shares; 2025Q4: 24,413 shares; 2026Q1: 26,078 shares; 2026Q2: 29,349 shares 29,349 $1.01M 0.04% +3,271 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,163 shares; 2024Q4: 9,619 shares; 2025Q1: 8,898 shares; 2025Q2: 8,022 shares; 2025Q3: 7,994 shares; 2025Q4: 8,000 shares; 2026Q1: 7,793 shares; 2026Q2: 7,632 shares 7,632 $1.01M 0.04% -161 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,137 shares; 2024Q4: 4,270 shares; 2025Q1: 4,126 shares; 2025Q2: 4,207 shares; 2025Q3: 3,911 shares; 2025Q4: 3,326 shares; 2026Q1: 2,882 shares; 2026Q2: 2,971 shares 2,971 $1.01M 0.04% +89 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 9,255 shares 9,255 $1M 0.04% new 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: 25,158 shares; 2024Q4: 22,568 shares; 2025Q1: 16,836 shares; 2025Q2: 17,713 shares; 2025Q3: 14,243 shares; 2025Q4: 13,339 shares; 2026Q1: 10,585 shares; 2026Q2: 11,360 shares 11,360 $997K 0.04% +775 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,861 shares; 2024Q4: 7,967 shares; 2025Q1: 5,795 shares; 2025Q2: 8,704 shares; 2025Q3: 7,402 shares; 2025Q4: 6,455 shares; 2026Q1: 6,167 shares; 2026Q2: 5,874 shares 5,874 $996K 0.04% -293 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,213 shares; 2026Q2: 21,729 shares 21,729 $988K 0.04% +8,516 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,302 shares; 2025Q4: 5,790 shares; 2026Q1: 6,866 shares; 2026Q2: 9,723 shares 9,723 $979K 0.04% +2,857 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,296 shares; 2024Q4: 7,316 shares; 2025Q1: 7,336 shares; 2025Q2: 7,336 shares; 2025Q3: 7,321 shares; 2025Q4: 7,339 shares; 2026Q1: 7,358 shares; 2026Q2: 7,373 shares 7,373 $975K 0.04% +15 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: 13,156 shares; 2024Q4: 9,955 shares; 2025Q1: 8,789 shares; 2025Q2: 8,248 shares; 2025Q3: 6,565 shares; 2025Q4: 7,006 shares; 2026Q1: 6,926 shares; 2026Q2: 7,114 shares 7,114 $964K 0.04% +188 Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES 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: 18,293 shares 18,293 $960K 0.04% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,287 shares 17,287 $959K 0.04% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,317 shares; 2026Q2: 4,874 shares 4,874 $949K 0.04% +557 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,029 shares; 2026Q1: not reported; 2026Q2: 3,686 shares 3,686 $941K 0.04% new 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: 979 shares; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 639 shares; 2025Q3: 4,086 shares; 2025Q4: 3,435 shares; 2026Q1: 1,419 shares; 2026Q2: 1,233 shares 1,233 $941K 0.04% -186 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,191 shares; 2025Q4: 2,191 shares; 2026Q1: 2,814 shares; 2026Q2: 5,283 shares 5,283 $933K 0.04% +2,469 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,624 shares; 2026Q1: 15,926 shares; 2026Q2: 17,488 shares 17,488 $931K 0.04% +1,562 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,285 shares; 2024Q4: 24,926 shares; 2025Q1: 23,218 shares; 2025Q2: 23,023 shares; 2025Q3: 24,363 shares; 2025Q4: 25,818 shares; 2026Q1: 16,496 shares; 2026Q2: 5,442 shares 5,442 $926K 0.04% -11,054 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: 16,173 shares; 2024Q4: 16,145 shares; 2025Q1: 7,057 shares; 2025Q2: 7,146 shares; 2025Q3: 7,265 shares; 2025Q4: 7,317 shares; 2026Q1: 7,716 shares; 2026Q2: 8,184 shares 8,184 $924K 0.04% +468 Timeline PNOV 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: 22,362 shares; 2024Q4: 22,362 shares; 2025Q1: 20,862 shares; 2025Q2: 20,862 shares; 2025Q3: 20,862 shares; 2025Q4: 20,862 shares; 2026Q1: 20,762 shares; 2026Q2: 20,762 shares 20,762 $921K 0.04% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,934 shares; 2024Q4: 5,646 shares; 2025Q1: 5,596 shares; 2025Q2: 5,610 shares; 2025Q3: 6,772 shares; 2025Q4: 7,331 shares; 2026Q1: 7,814 shares; 2026Q2: 7,783 shares 7,783 $916K 0.04% -31 Timeline SIXD 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: 30,579 shares; 2025Q1: 34,827 shares; 2025Q2: 34,760 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,693 shares 29,693 $916K 0.04% new 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: 6,271 shares; 2024Q4: 6,425 shares; 2025Q1: 6,033 shares; 2025Q2: 6,028 shares; 2025Q3: 5,993 shares; 2025Q4: 6,171 shares; 2026Q1: 5,902 shares; 2026Q2: 4,952 shares 4,952 $915K 0.04% -950 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: 20,582 shares; 2024Q4: 22,717 shares; 2025Q1: 23,363 shares; 2025Q2: 18,880 shares; 2025Q3: 10,502 shares; 2025Q4: 13,215 shares; 2026Q1: 15,636 shares; 2026Q2: 17,657 shares 17,657 $910K 0.04% +2,021 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: 3,272 shares; 2024Q4: 5,784 shares; 2025Q1: 6,161 shares; 2025Q2: 6,305 shares; 2025Q3: 6,463 shares; 2025Q4: 6,783 shares; 2026Q1: 6,489 shares; 2026Q2: 7,116 shares 7,116 $907K 0.04% +627 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,019 shares; 2024Q4: 11,166 shares; 2025Q1: 10,948 shares; 2025Q2: 10,650 shares; 2025Q3: 3,536 shares; 2025Q4: 3,502 shares; 2026Q1: 3,201 shares; 2026Q2: 3,368 shares 3,368 $906K 0.04% +167 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: 16,628 shares; 2024Q4: 16,369 shares; 2025Q1: 15,972 shares; 2025Q2: 25,796 shares; 2025Q3: 33,825 shares; 2025Q4: 33,342 shares; 2026Q1: 35,425 shares; 2026Q2: 35,344 shares 35,344 $899K 0.04% -81 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,597 shares; 2025Q4: 1,840 shares; 2026Q1: 1,972 shares; 2026Q2: 2,062 shares 2,062 $893K 0.04% +90 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,095 shares; 2024Q4: 3,919 shares; 2025Q1: 3,944 shares; 2025Q2: 3,806 shares; 2025Q3: 1,675 shares; 2025Q4: 1,677 shares; 2026Q1: 1,699 shares; 2026Q2: 1,818 shares 1,818 $893K 0.04% +119 Timeline LEND SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,147 shares 35,147 $885K 0.04% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,952 shares; 2024Q4: 6,808 shares; 2025Q1: 7,309 shares; 2025Q2: 7,012 shares; 2025Q3: 6,010 shares; 2025Q4: 5,195 shares; 2026Q1: 5,153 shares; 2026Q2: 5,273 shares 5,273 $884K 0.04% +120 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,343 shares 37,343 $882K 0.04% new 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: 4,378 shares; 2024Q4: 3,893 shares; 2025Q1: 4,115 shares; 2025Q2: 3,842 shares; 2025Q3: 3,553 shares; 2025Q4: 3,363 shares; 2026Q1: 3,368 shares; 2026Q2: 10,012 shares 10,012 $880K 0.04% +6,644 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,963 shares; 2026Q2: 9,126 shares 9,126 $877K 0.04% +5,163 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: 11,043 shares; 2024Q4: 7,872 shares; 2025Q1: 7,311 shares; 2025Q2: 6,685 shares; 2025Q3: 7,342 shares; 2025Q4: 7,261 shares; 2026Q1: 6,409 shares; 2026Q2: 5,962 shares 5,962 $874K 0.04% -447 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,975 shares; 2024Q4: 12,043 shares; 2025Q1: 12,146 shares; 2025Q2: 12,109 shares; 2025Q3: 11,842 shares; 2025Q4: 12,730 shares; 2026Q1: 12,836 shares; 2026Q2: 12,735 shares 12,735 $870K 0.04% -101 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,097 shares; 2024Q4: 18,436 shares; 2025Q1: 19,358 shares; 2025Q2: 18,830 shares; 2025Q3: 14,176 shares; 2025Q4: 14,188 shares; 2026Q1: 13,449 shares; 2026Q2: 12,396 shares 12,396 $869K 0.04% -1,053 Timeline VHC VIRNETX HLDG CORP More: the full row for VIRNETX HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,554 shares; 2024Q4: 21,554 shares; 2025Q1: 24,002 shares; 2025Q2: 41,615 shares; 2025Q3: 59,968 shares; 2025Q4: 68,243 shares; 2026Q1: 68,360 shares; 2026Q2: 68,360 shares 68,360 $868K 0.04% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,349 shares; 2024Q4: 8,243 shares; 2025Q1: 8,193 shares; 2025Q2: 7,958 shares; 2025Q3: 8,287 shares; 2025Q4: 7,751 shares; 2026Q1: 8,654 shares; 2026Q2: 8,679 shares 8,679 $853K 0.03% +25 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,963 shares; 2025Q1: 36,033 shares; 2025Q2: 5,108 shares; 2025Q3: 1,903 shares; 2025Q4: not reported; 2026Q1: 3,163 shares; 2026Q2: 9,335 shares 9,335 $846K 0.03% +6,172 Timeline TJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,563 shares 36,563 $846K 0.03% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,934 shares; 2024Q4: 2,739 shares; 2025Q1: 2,757 shares; 2025Q2: 2,810 shares; 2025Q3: 3,386 shares; 2025Q4: 3,201 shares; 2026Q1: 3,248 shares; 2026Q2: 2,677 shares 2,677 $843K 0.03% -571 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,702 shares; 2024Q4: 1,791 shares; 2025Q1: 1,751 shares; 2025Q2: 1,495 shares; 2025Q3: 2,167 shares; 2025Q4: 25,085 shares; 2026Q1: 22,359 shares; 2026Q2: 11,780 shares 11,780 $841K 0.03% -10,579 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: 11,665 shares; 2024Q4: 8,474 shares; 2025Q1: 8,785 shares; 2025Q2: 8,908 shares; 2025Q3: 31,884 shares; 2025Q4: 30,998 shares; 2026Q1: 23,106 shares; 2026Q2: 11,564 shares 11,564 $834K 0.03% -11,542 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,478 shares; 2024Q4: 10,861 shares; 2025Q1: not reported; 2025Q2: 1,449 shares; 2025Q3: 1,182 shares; 2025Q4: 1,047 shares; 2026Q1: 1,272 shares; 2026Q2: 992 shares 992 $833K 0.03% -280 Timeline MAYT 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,136 shares 21,136 $824K 0.03% new Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL 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: 8,429 shares; 2026Q1: 9,016 shares; 2026Q2: 10,087 shares 10,087 $822K 0.03% +1,071 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,517 shares; 2024Q4: 3,419 shares; 2025Q1: 3,617 shares; 2025Q2: 3,488 shares; 2025Q3: not reported; 2025Q4: 1,857 shares; 2026Q1: 2,164 shares; 2026Q2: 5,647 shares 5,647 $817K 0.03% +3,483 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: 11,952 shares; 2024Q4: 11,306 shares; 2025Q1: 11,460 shares; 2025Q2: 12,264 shares; 2025Q3: 10,737 shares; 2025Q4: 10,790 shares; 2026Q1: 10,372 shares; 2026Q2: 9,896 shares 9,896 $811K 0.03% -476 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,421 shares; 2024Q4: 13,516 shares; 2025Q1: 13,647 shares; 2025Q2: 12,368 shares; 2025Q3: 9,952 shares; 2025Q4: 9,856 shares; 2026Q1: 9,531 shares; 2026Q2: 9,559 shares 9,559 $809K 0.03% +28 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: 17,874 shares; 2024Q4: 18,016 shares; 2025Q1: 18,046 shares; 2025Q2: 17,977 shares; 2025Q3: 14,478 shares; 2025Q4: 15,452 shares; 2026Q1: 8,959 shares; 2026Q2: 8,383 shares 8,383 $808K 0.03% -576 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,143 shares; 2025Q2: 5,143 shares; 2025Q3: 7,926 shares; 2025Q4: 9,048 shares; 2026Q1: 11,764 shares; 2026Q2: 11,847 shares 11,847 $806K 0.03% +83 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: 124,667 shares; 2024Q4: 124,427 shares; 2025Q1: 5,978 shares; 2025Q2: 5,852 shares; 2025Q3: 5,812 shares; 2025Q4: 6,005 shares; 2026Q1: 6,065 shares; 2026Q2: 5,997 shares 5,997 $799K 0.03% -68 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,215 shares; 2026Q2: 24,622 shares 24,622 $785K 0.03% +407 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,822 shares; 2024Q4: 17,658 shares; 2025Q1: 23,498 shares; 2025Q2: 24,401 shares; 2025Q3: 24,401 shares; 2025Q4: 27,337 shares; 2026Q1: 39,297 shares; 2026Q2: 41,152 shares 41,152 $777K 0.03% +1,855 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: not reported; 2025Q2: 5,068 shares; 2025Q3: 7,921 shares; 2025Q4: 7,559 shares; 2026Q1: 7,309 shares; 2026Q2: 6,960 shares 6,960 $775K 0.03% -349 Timeline PAYM ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 11,900 shares; 2026Q2: 30,582 shares 30,582 $768K 0.03% +18,682 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,090 shares; 2024Q4: 9,040 shares; 2025Q1: 8,576 shares; 2025Q2: 8,076 shares; 2025Q3: 10,910 shares; 2025Q4: 8,067 shares; 2026Q1: 7,817 shares; 2026Q2: 7,492 shares 7,492 $766K 0.03% -325 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,423 shares; 2024Q4: 18,297 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,433 shares; 2025Q4: 9,040 shares; 2026Q1: 10,531 shares; 2026Q2: 10,092 shares 10,092 $751K 0.03% -439 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,741 shares; 2024Q4: 6,594 shares; 2025Q1: 6,648 shares; 2025Q2: 6,650 shares; 2025Q3: 10,252 shares; 2025Q4: 13,485 shares; 2026Q1: 9,264 shares; 2026Q2: 6,222 shares 6,222 $751K 0.03% -3,042 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.03% 0 Timeline 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: 6,027 shares; 2024Q4: 5,869 shares; 2025Q1: 5,262 shares; 2025Q2: 5,109 shares; 2025Q3: 2,025 shares; 2025Q4: 2,088 shares; 2026Q1: 2,062 shares; 2026Q2: 2,037 shares 2,037 $745K 0.03% -25 Timeline RSJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,859 shares 19,859 $740K 0.03% new Timeline PDEC 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: 18,050 shares; 2024Q4: 18,050 shares; 2025Q1: 16,750 shares; 2025Q2: 16,750 shares; 2025Q3: 16,250 shares; 2025Q4: 16,250 shares; 2026Q1: 16,050 shares; 2026Q2: 16,050 shares 16,050 $737K 0.03% 0 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: 4,311 shares 4,311 $737K 0.03% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares; 2026Q1: 2,396 shares; 2026Q2: 2,672 shares 2,672 $725K 0.03% +276 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,021 shares 12,021 $721K 0.03% new Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR 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: 9,944 shares; 2026Q2: 4,696 shares 4,696 $718K 0.03% -5,248 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: 7,459 shares; 2024Q4: 22,285 shares; 2025Q1: 4,933 shares; 2025Q2: 4,717 shares; 2025Q3: 7,156 shares; 2025Q4: 7,219 shares; 2026Q1: 5,484 shares; 2026Q2: 6,029 shares 6,029 $717K 0.03% +545 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,455 shares 3,455 $713K 0.03% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,377 shares; 2024Q4: 36,773 shares; 2025Q1: 34,131 shares; 2025Q2: 7,135 shares; 2025Q3: 6,775 shares; 2025Q4: 6,709 shares; 2026Q1: 7,119 shares; 2026Q2: 6,936 shares 6,936 $710K 0.03% -183 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: 7,241 shares; 2024Q4: 6,195 shares; 2025Q1: 6,892 shares; 2025Q2: 6,864 shares; 2025Q3: 8,944 shares; 2025Q4: 10,351 shares; 2026Q1: 9,887 shares; 2026Q2: 9,724 shares 9,724 $703K 0.03% -163 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,988 shares; 2024Q4: 11,370 shares; 2025Q1: 9,854 shares; 2025Q2: 9,858 shares; 2025Q3: 9,783 shares; 2025Q4: 9,443 shares; 2026Q1: 9,732 shares; 2026Q2: 9,597 shares 9,597 $699K 0.03% -135 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,494 shares; 2024Q4: 11,639 shares; 2025Q1: 11,284 shares; 2025Q2: 11,621 shares; 2025Q3: 11,166 shares; 2025Q4: 11,314 shares; 2026Q1: 16,061 shares; 2026Q2: 15,780 shares 15,780 $698K 0.03% -281 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,998 shares; 2024Q4: 6,896 shares; 2025Q1: 7,372 shares; 2025Q2: 7,591 shares; 2025Q3: 7,013 shares; 2025Q4: 5,457 shares; 2026Q1: 5,188 shares; 2026Q2: 5,374 shares 5,374 $697K 0.03% +186 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,633 shares; 2024Q4: 16,532 shares; 2025Q1: 13,794 shares; 2025Q2: 13,953 shares; 2025Q3: 12,908 shares; 2025Q4: 12,106 shares; 2026Q1: 9,896 shares; 2026Q2: 8,426 shares 8,426 $696K 0.03% -1,470 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: 12,452 shares; 2024Q4: 10,121 shares; 2025Q1: 10,121 shares; 2025Q2: 10,121 shares; 2025Q3: 11,238 shares; 2025Q4: 11,355 shares; 2026Q1: 13,737 shares; 2026Q2: 13,075 shares 13,075 $690K 0.03% -662 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,263 shares; 2024Q4: 2,452 shares; 2025Q1: 2,389 shares; 2025Q2: 2,433 shares; 2025Q3: 1,910 shares; 2025Q4: 1,535 shares; 2026Q1: 1,383 shares; 2026Q2: 2,197 shares 2,197 $688K 0.03% +814 Timeline BWX 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: 9,711 shares; 2025Q1: 10,959 shares; 2025Q2: 11,233 shares; 2025Q3: 13,107 shares; 2025Q4: 15,350 shares; 2026Q1: 16,353 shares; 2026Q2: 31,609 shares 31,609 $685K 0.03% +15,256 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,406 shares; 2026Q2: 1,940 shares 1,940 $679K 0.03% -466 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: 13,455 shares; 2024Q4: 13,866 shares; 2025Q1: 12,872 shares; 2025Q2: 12,131 shares; 2025Q3: 7,608 shares; 2025Q4: 6,725 shares; 2026Q1: 6,869 shares; 2026Q2: 6,323 shares 6,323 $677K 0.03% -546 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,342 shares; 2024Q4: 17,170 shares; 2025Q1: 16,587 shares; 2025Q2: 16,587 shares; 2025Q3: 16,587 shares; 2025Q4: 16,587 shares; 2026Q1: 16,587 shares; 2026Q2: 16,587 shares 16,587 $675K 0.03% 0 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 3,529 shares; 2026Q2: 6,611 shares 6,611 $671K 0.03% +3,082 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,942 shares; 2024Q4: 24,162 shares; 2025Q1: 38,564 shares; 2025Q2: 42,760 shares; 2025Q3: 45,072 shares; 2025Q4: 44,077 shares; 2026Q1: 43,480 shares; 2026Q2: 32,821 shares 32,821 $670K 0.03% -10,659 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,788 shares; 2024Q4: 1,498 shares; 2025Q1: 1,214 shares; 2025Q2: 1,223 shares; 2025Q3: 1,258 shares; 2025Q4: 1,318 shares; 2026Q1: 1,875 shares; 2026Q2: 1,682 shares 1,682 $667K 0.03% -193 Timeline DUHP 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: 13,818 shares; 2024Q4: 13,664 shares; 2025Q1: 14,367 shares; 2025Q2: 15,051 shares; 2025Q3: 16,150 shares; 2025Q4: 16,457 shares; 2026Q1: 15,587 shares; 2026Q2: 15,952 shares 15,952 $666K 0.03% +365 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,250 shares; 2024Q4: 9,660 shares; 2025Q1: 9,936 shares; 2025Q2: 9,747 shares; 2025Q3: 8,843 shares; 2025Q4: 8,055 shares; 2026Q1: 7,757 shares; 2026Q2: 7,942 shares 7,942 $665K 0.03% +185 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,365 shares 1,365 $660K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,070 shares; 2024Q4: 17,577 shares; 2025Q1: 17,016 shares; 2025Q2: 15,689 shares; 2025Q3: 7,163 shares; 2025Q4: 6,804 shares; 2026Q1: 6,894 shares; 2026Q2: 6,845 shares 6,845 $659K 0.03% -49 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,730 shares; 2024Q4: 17,730 shares; 2025Q1: 18,019 shares; 2025Q2: 18,019 shares; 2025Q3: 18,147 shares; 2025Q4: 18,281 shares; 2026Q1: 18,414 shares; 2026Q2: 18,548 shares 18,548 $651K 0.03% +134 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,152 shares 1,152 $646K 0.03% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,317 shares; 2024Q4: 80,131 shares; 2025Q1: 78,866 shares; 2025Q2: 78,866 shares; 2025Q3: 82,682 shares; 2025Q4: 79,941 shares; 2026Q1: 63,590 shares; 2026Q2: 61,450 shares 61,450 $645K 0.03% -2,140 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,749 shares; 2024Q4: 14,469 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,717 shares; 2026Q2: 13,327 shares 13,327 $636K 0.03% -12,390 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,563 shares; 2025Q4: 4,305 shares; 2026Q1: 4,384 shares; 2026Q2: 4,710 shares 4,710 $635K 0.03% +326 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,635 shares; 2025Q1: 4,387 shares; 2025Q2: 4,461 shares; 2025Q3: 3,076 shares; 2025Q4: 3,057 shares; 2026Q1: 3,069 shares; 2026Q2: 3,722 shares 3,722 $632K 0.03% +653 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,970 shares; 2024Q4: 16,032 shares; 2025Q1: 10,759 shares; 2025Q2: 10,757 shares; 2025Q3: 3,894 shares; 2025Q4: 3,902 shares; 2026Q1: 3,933 shares; 2026Q2: 4,105 shares 4,105 $625K 0.03% +172 Timeline GREK 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: 4,565 shares; 2025Q4: 9,390 shares; 2026Q1: 10,390 shares; 2026Q2: 8,235 shares 8,235 $622K 0.03% -2,155 Timeline DECT 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: 20,574 shares; 2025Q1: 23,565 shares; 2025Q2: 23,678 shares; 2025Q3: 23,816 shares; 2025Q4: 24,481 shares; 2026Q1: 22,017 shares; 2026Q2: 15,829 shares 15,829 $621K 0.03% -6,188 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: 6,576 shares; 2024Q4: 6,579 shares; 2025Q1: 6,447 shares; 2025Q2: 6,297 shares; 2025Q3: 3,953 shares; 2025Q4: 3,863 shares; 2026Q1: 3,198 shares; 2026Q2: 3,330 shares 3,330 $616K 0.03% +132 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: 6,117 shares; 2024Q4: 5,759 shares; 2025Q1: 6,336 shares; 2025Q2: 5,847 shares; 2025Q3: 4,936 shares; 2025Q4: 4,748 shares; 2026Q1: 4,771 shares; 2026Q2: 3,757 shares 3,757 $614K 0.02% -1,014 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,691 shares; 2024Q4: 55,064 shares; 2025Q1: 52,708 shares; 2025Q2: 52,708 shares; 2025Q3: 54,142 shares; 2025Q4: 55,714 shares; 2026Q1: 57,354 shares; 2026Q2: 55,556 shares 55,556 $604K 0.02% -1,798 Timeline JANW 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: 30,279 shares; 2025Q1: 33,439 shares; 2025Q2: 40,472 shares; 2025Q3: 10,644 shares; 2025Q4: 11,213 shares; 2026Q1: 15,850 shares; 2026Q2: 15,558 shares 15,558 $602K 0.02% -292 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,232 shares; 2025Q3: 2,161 shares; 2025Q4: 2,439 shares; 2026Q1: 2,424 shares; 2026Q2: 3,395 shares 3,395 $599K 0.02% +971 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,673 shares 17,673 $597K 0.02% new 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: 5,010 shares; 2024Q4: 5,773 shares; 2025Q1: 5,982 shares; 2025Q2: 5,995 shares; 2025Q3: 6,871 shares; 2025Q4: 6,998 shares; 2026Q1: 7,798 shares; 2026Q2: 7,553 shares 7,553 $597K 0.02% -245 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: 10,106 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,923 shares; 2026Q2: 33,273 shares 33,273 $590K 0.02% +2,350 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,520 shares; 2024Q4: 6,194 shares; 2025Q1: 6,485 shares; 2025Q2: 6,691 shares; 2025Q3: 4,987 shares; 2025Q4: not reported; 2026Q1: 1,895 shares; 2026Q2: 6,784 shares 6,784 $590K 0.02% +4,889 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: 3,029 shares; 2024Q4: 4,176 shares; 2025Q1: 5,251 shares; 2025Q2: 5,166 shares; 2025Q3: 4,401 shares; 2025Q4: 5,053 shares; 2026Q1: 5,256 shares; 2026Q2: 5,504 shares 5,504 $586K 0.02% +248 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,908 shares; 2026Q1: 4,437 shares; 2026Q2: 7,167 shares 7,167 $586K 0.02% +2,730 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: 21,300 shares; 2024Q4: 21,684 shares; 2025Q1: 14,195 shares; 2025Q2: 14,173 shares; 2025Q3: 8,063 shares; 2025Q4: 9,168 shares; 2026Q1: 9,785 shares; 2026Q2: 6,714 shares 6,714 $584K 0.02% -3,071 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,563 shares; 2024Q4: 14,830 shares; 2025Q1: 8,319 shares; 2025Q2: 8,253 shares; 2025Q3: 6,217 shares; 2025Q4: 5,735 shares; 2026Q1: 5,368 shares; 2026Q2: 4,772 shares 4,772 $584K 0.02% -596 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,788 shares; 2024Q4: 17,116 shares; 2025Q1: 65,916 shares; 2025Q2: 66,990 shares; 2025Q3: 63,928 shares; 2025Q4: 59,508 shares; 2026Q1: 10,336 shares; 2026Q2: 9,732 shares 9,732 $583K 0.02% -604 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S 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: 2,171 shares 2,171 $579K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,898 shares; 2024Q4: 22,170 shares; 2025Q1: 21,356 shares; 2025Q2: 22,603 shares; 2025Q3: 20,891 shares; 2025Q4: 18,380 shares; 2026Q1: 18,144 shares; 2026Q2: 15,616 shares 15,616 $577K 0.02% -2,528 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,662 shares; 2025Q1: 8,620 shares; 2025Q2: 8,620 shares; 2025Q3: 7,801 shares; 2025Q4: 7,309 shares; 2026Q1: 7,225 shares; 2026Q2: 7,144 shares 7,144 $574K 0.02% -81 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,338 shares 6,338 $573K 0.02% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 939 shares; 2024Q4: 983 shares; 2025Q1: 777 shares; 2025Q2: 818 shares; 2025Q3: 729 shares; 2025Q4: 675 shares; 2026Q1: 670 shares; 2026Q2: 688 shares 688 $571K 0.02% +18 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,940 shares 1,940 $561K 0.02% new Timeline VCEB 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: 8,367 shares; 2024Q4: 8,439 shares; 2025Q1: 8,512 shares; 2025Q2: 8,537 shares; 2025Q3: 8,639 shares; 2025Q4: 8,737 shares; 2026Q1: 8,787 shares; 2026Q2: 8,867 shares 8,867 $556K 0.02% +80 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,114 shares; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: 1,076 shares; 2025Q4: 1,945 shares; 2026Q1: 1,975 shares; 2026Q2: 2,292 shares 2,292 $556K 0.02% +317 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,265 shares; 2024Q4: 14,349 shares; 2025Q1: 14,473 shares; 2025Q2: 14,091 shares; 2025Q3: 12,208 shares; 2025Q4: 12,387 shares; 2026Q1: 12,088 shares; 2026Q2: 11,674 shares 11,674 $555K 0.02% -414 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: 3,797 shares; 2026Q2: 7,609 shares 7,609 $555K 0.02% +3,812 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 1,934 shares; 2025Q1: 1,788 shares; 2025Q2: 1,764 shares; 2025Q3: 1,041 shares; 2025Q4: 854 shares; 2026Q1: 730 shares; 2026Q2: 732 shares 732 $553K 0.02% +2 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,741 shares; 2024Q4: 8,732 shares; 2025Q1: 6,672 shares; 2025Q2: 6,744 shares; 2025Q3: 7,158 shares; 2025Q4: 7,120 shares; 2026Q1: 7,198 shares; 2026Q2: 6,820 shares 6,820 $551K 0.02% -378 Timeline IBHG 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: 23,809 shares; 2026Q2: 24,583 shares 24,583 $543K 0.02% +774 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,790 shares; 2026Q2: 2,853 shares 2,853 $540K 0.02% +63 Timeline MDYG 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: 6,884 shares; 2024Q4: 6,845 shares; 2025Q1: 5,074 shares; 2025Q2: 4,942 shares; 2025Q3: 4,762 shares; 2025Q4: 4,804 shares; 2026Q1: 4,862 shares; 2026Q2: 4,819 shares 4,819 $540K 0.02% -43 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,570 shares; 2026Q2: 12,215 shares 12,215 $534K 0.02% +1,645 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,222 shares; 2024Q4: 3,492 shares; 2025Q1: 3,538 shares; 2025Q2: 5,727 shares; 2025Q3: 5,601 shares; 2025Q4: 5,145 shares; 2026Q1: 4,041 shares; 2026Q2: 2,651 shares 2,651 $532K 0.02% -1,390 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,947 shares; 2024Q4: 4,694 shares; 2025Q1: 4,637 shares; 2025Q2: 4,637 shares; 2025Q3: 2,907 shares; 2025Q4: 3,697 shares; 2026Q1: 2,819 shares; 2026Q2: 4,156 shares 4,156 $531K 0.02% +1,337 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: 1,701 shares; 2024Q4: 2,207 shares; 2025Q1: 2,320 shares; 2025Q2: 2,458 shares; 2025Q3: 1,999 shares; 2025Q4: 2,008 shares; 2026Q1: 2,260 shares; 2026Q2: 2,382 shares 2,382 $531K 0.02% +122 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,754 shares; 2026Q2: 4,452 shares 4,452 $530K 0.02% +698 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 3,202 shares; 2026Q2: 7,775 shares 7,775 $530K 0.02% +4,573 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,024 shares; 2024Q4: 6,124 shares; 2025Q1: 6,125 shares; 2025Q2: 6,198 shares; 2025Q3: 6,642 shares; 2025Q4: 4,998 shares; 2026Q1: 4,711 shares; 2026Q2: 4,517 shares 4,517 $527K 0.02% -194 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,055 shares; 2024Q4: 7,721 shares; 2025Q1: 5,414 shares; 2025Q2: 6,485 shares; 2025Q3: 4,662 shares; 2025Q4: 4,833 shares; 2026Q1: 5,117 shares; 2026Q2: 5,061 shares 5,061 $526K 0.02% -56 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,054 shares; 2024Q4: 20,126 shares; 2025Q1: 20,408 shares; 2025Q2: 19,881 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,645 shares; 2026Q2: 6,923 shares 6,923 $520K 0.02% +1,278 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: 32,595 shares; 2024Q4: 31,649 shares; 2025Q1: 21,269 shares; 2025Q2: 22,532 shares; 2025Q3: 11,817 shares; 2025Q4: 11,772 shares; 2026Q1: 11,333 shares; 2026Q2: 10,931 shares 10,931 $520K 0.02% -402 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,843 shares; 2024Q4: 6,382 shares; 2025Q1: 6,714 shares; 2025Q2: 8,484 shares; 2025Q3: 6,125 shares; 2025Q4: 6,292 shares; 2026Q1: 6,332 shares; 2026Q2: 6,383 shares 6,383 $513K 0.02% +51 Timeline COLO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,956 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,350 shares; 2026Q2: 12,292 shares 12,292 $512K 0.02% -58 Timeline FLDR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,088 shares; 2025Q4: 9,596 shares; 2026Q1: 8,878 shares; 2026Q2: 10,213 shares 10,213 $512K 0.02% +1,335 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,722 shares; 2025Q3: 37,191 shares; 2025Q4: 35,909 shares; 2026Q1: 39,220 shares; 2026Q2: 10,087 shares 10,087 $510K 0.02% -29,133 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,353 shares; 2026Q1: 743 shares; 2026Q2: 592 shares 592 $508K 0.02% -151 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,709 shares 14,709 $507K 0.02% new Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS 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: 3,996 shares; 2026Q1: 2,807 shares; 2026Q2: 2,067 shares 2,067 $506K 0.02% -740 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,077 shares; 2026Q1: 41,645 shares; 2026Q2: 38,621 shares 38,621 $502K 0.02% -3,024 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 1,950 shares; 2025Q1: 1,518 shares; 2025Q2: 1,519 shares; 2025Q3: 1,393 shares; 2025Q4: 1,403 shares; 2026Q1: 1,396 shares; 2026Q2: 1,409 shares 1,409 $502K 0.02% +13 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: 60,486 shares; 2024Q4: 59,065 shares; 2025Q1: 59,984 shares; 2025Q2: 59,505 shares; 2025Q3: 6,575 shares; 2025Q4: 8,595 shares; 2026Q1: 9,509 shares; 2026Q2: 9,660 shares 9,660 $500K 0.02% +151 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,972 shares; 2024Q4: 1,886 shares; 2025Q1: 1,481 shares; 2025Q2: 1,452 shares; 2025Q3: 1,700 shares; 2025Q4: 1,282 shares; 2026Q1: 704 shares; 2026Q2: 1,253 shares 1,253 $498K 0.02% +549 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,462 shares 2,462 $497K 0.02% new 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: 11,300 shares; 2024Q4: 11,874 shares; 2025Q1: 7,737 shares; 2025Q2: 7,837 shares; 2025Q3: 2,645 shares; 2025Q4: 2,542 shares; 2026Q1: 4,037 shares; 2026Q2: 3,926 shares 3,926 $496K 0.02% -111 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,492 shares 11,492 $495K 0.02% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,437 shares; 2026Q1: 9,925 shares; 2026Q2: 4,862 shares 4,862 $494K 0.02% -5,063 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,384 shares; 2024Q4: 2,335 shares; 2025Q1: 2,533 shares; 2025Q2: 2,504 shares; 2025Q3: 2,842 shares; 2025Q4: 2,701 shares; 2026Q1: 3,101 shares; 2026Q2: 3,012 shares 3,012 $493K 0.02% -89 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: 6,538 shares; 2024Q4: 2,561 shares; 2025Q1: 2,590 shares; 2025Q2: 2,590 shares; 2025Q3: 6,025 shares; 2025Q4: 2,200 shares; 2026Q1: 2,549 shares; 2026Q2: 2,514 shares 2,514 $492K 0.02% -35 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,282 shares; 2026Q2: 2,379 shares 2,379 $491K 0.02% +1,097 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,032 shares; 2024Q4: 17,030 shares; 2025Q1: 13,868 shares; 2025Q2: 13,876 shares; 2025Q3: 27,271 shares; 2025Q4: 8,692 shares; 2026Q1: 8,611 shares; 2026Q2: 8,678 shares 8,678 $489K 0.02% +67 Timeline FEBW 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,660 shares 13,660 $485K 0.02% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,737 shares; 2024Q4: 12,565 shares; 2025Q1: 13,107 shares; 2025Q2: 11,454 shares; 2025Q3: 11,594 shares; 2025Q4: 24,074 shares; 2026Q1: 16,229 shares; 2026Q2: 16,543 shares 16,543 $484K 0.02% +314 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: 2,285 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,116 shares 1,116 $481K 0.02% new 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: 21,289 shares; 2024Q4: 19,363 shares; 2025Q1: 7,003 shares; 2025Q2: 6,990 shares; 2025Q3: 10,124 shares; 2025Q4: 11,172 shares; 2026Q1: 12,759 shares; 2026Q2: 9,484 shares 9,484 $479K 0.02% -3,275 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,657 shares; 2024Q4: 1,373 shares; 2025Q1: 1,364 shares; 2025Q2: 1,477 shares; 2025Q3: 1,961 shares; 2025Q4: 2,011 shares; 2026Q1: 2,094 shares; 2026Q2: 2,209 shares 2,209 $478K 0.02% +115 Timeline CWB 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: 23,366 shares; 2024Q4: 10,484 shares; 2025Q1: 4,008 shares; 2025Q2: 4,008 shares; 2025Q3: 5,391 shares; 2025Q4: 5,248 shares; 2026Q1: 4,932 shares; 2026Q2: 4,426 shares 4,426 $477K 0.02% -506 Timeline VNM 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: 34,739 shares; 2026Q1: 25,999 shares; 2026Q2: 25,773 shares 25,773 $476K 0.02% -226 Timeline DECW 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: 54,564 shares; 2025Q1: 61,441 shares; 2025Q2: 73,044 shares; 2025Q3: 28,224 shares; 2025Q4: 11,518 shares; 2026Q1: 13,564 shares; 2026Q2: 13,263 shares 13,263 $473K 0.02% -301 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: 4,504 shares; 2024Q4: 4,421 shares; 2025Q1: 4,417 shares; 2025Q2: 4,176 shares; 2025Q3: 4,036 shares; 2025Q4: 4,051 shares; 2026Q1: 4,062 shares; 2026Q2: 4,282 shares 4,282 $472K 0.02% +220 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,004 shares; 2024Q4: 3,122 shares; 2025Q1: 3,619 shares; 2025Q2: 3,886 shares; 2025Q3: 4,193 shares; 2025Q4: 4,273 shares; 2026Q1: 4,194 shares; 2026Q2: 4,657 shares 4,657 $471K 0.02% +463 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,990 shares; 2024Q4: 8,850 shares; 2025Q1: 9,197 shares; 2025Q2: 9,641 shares; 2025Q3: 9,222 shares; 2025Q4: 8,970 shares; 2026Q1: 8,676 shares; 2026Q2: 8,676 shares 8,676 $470K 0.02% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,163 shares; 2024Q4: 6,486 shares; 2025Q1: 6,464 shares; 2025Q2: 6,248 shares; 2025Q3: 5,475 shares; 2025Q4: 5,462 shares; 2026Q1: 5,198 shares; 2026Q2: 5,214 shares 5,214 $466K 0.02% +16 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,136 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,331 shares 13,331 $464K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 96 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 93 shares; 2025Q4: 98 shares; 2026Q1: 95 shares; 2026Q2: 2,599 shares 2,599 $463K 0.02% +2,504 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,694 shares; 2024Q4: 17,821 shares; 2025Q1: 22,193 shares; 2025Q2: 23,020 shares; 2025Q3: 4,258 shares; 2025Q4: 4,316 shares; 2026Q1: 4,766 shares; 2026Q2: 5,629 shares 5,629 $462K 0.02% +863 Timeline MDYV 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: 7,060 shares; 2024Q4: 7,115 shares; 2025Q1: 5,146 shares; 2025Q2: 5,025 shares; 2025Q3: 4,873 shares; 2025Q4: 4,918 shares; 2026Q1: 4,865 shares; 2026Q2: 4,827 shares 4,827 $458K 0.02% -38 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,457 shares; 2026Q2: 11,487 shares 11,487 $456K 0.02% +30 Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: 6,480 shares 6,480 $451K 0.02% new Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 4,417 shares 4,417 $450K 0.02% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,304 shares; 2025Q2: 7,284 shares; 2025Q3: 6,832 shares; 2025Q4: 6,924 shares; 2026Q1: 8,794 shares; 2026Q2: 8,795 shares 8,795 $449K 0.02% +1 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,091 shares; 2026Q2: 6,813 shares 6,813 $448K 0.02% +5,722 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: 7,054 shares; 2024Q4: 2,422 shares; 2025Q1: 2,593 shares; 2025Q2: 2,605 shares; 2025Q3: 3,737 shares; 2025Q4: 3,127 shares; 2026Q1: 2,550 shares; 2026Q2: 1,229 shares 1,229 $448K 0.02% -1,321 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,645 shares; 2026Q1: 6,970 shares; 2026Q2: 7,243 shares 7,243 $447K 0.02% +273 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,911 shares 5,911 $447K 0.02% new Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,109 shares; 2026Q2: 26,790 shares 26,790 $445K 0.02% -319 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,422 shares; 2024Q4: 14,735 shares; 2025Q1: 13,932 shares; 2025Q2: 13,773 shares; 2025Q3: 14,349 shares; 2025Q4: 12,012 shares; 2026Q1: 12,232 shares; 2026Q2: 12,081 shares 12,081 $444K 0.02% -151 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,192 shares; 2024Q4: 2,527 shares; 2025Q1: 2,196 shares; 2025Q2: 2,063 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,650 shares; 2026Q2: 3,035 shares 3,035 $443K 0.02% +1,385 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,216 shares; 2024Q4: 4,060 shares; 2025Q1: 3,815 shares; 2025Q2: 3,973 shares; 2025Q3: 3,205 shares; 2025Q4: 2,984 shares; 2026Q1: 2,247 shares; 2026Q2: 2,313 shares 2,313 $441K 0.02% +66 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,166 shares; 2024Q4: 10,226 shares; 2025Q1: 9,940 shares; 2025Q2: 9,749 shares; 2025Q3: 9,874 shares; 2025Q4: 10,572 shares; 2026Q1: 9,004 shares; 2026Q2: 12,616 shares 12,616 $439K 0.02% +3,612 Timeline