AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 897,159 shares; 2024Q4: 893,599 shares; 2025Q1: 765,143 shares; 2025Q2: 774,337 shares; 2025Q3: 789,636 shares; 2025Q4: 865,722 shares; 2026Q1: 808,141 shares; 2026Q2: 859,143 shares 859,143 $249M 6.07% +51,002 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: 1,100,577 shares; 2024Q4: 1,073,504 shares; 2025Q1: 1,045,788 shares; 2025Q2: 1,028,622 shares; 2025Q3: 999,360 shares; 2025Q4: 1,010,119 shares; 2026Q1: 999,360 shares; 2026Q2: 1,078,083 shares 1,078,083 $216M 5.26% +78,723 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: 123,633 shares; 2024Q4: 132,129 shares; 2025Q1: 96,145 shares; 2025Q2: 82,672 shares; 2025Q3: 94,306 shares; 2025Q4: 132,968 shares; 2026Q1: 147,612 shares; 2026Q2: 184,141 shares 184,141 $126M 3.09% +36,529 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: 392,386 shares; 2024Q4: 393,473 shares; 2025Q1: 301,181 shares; 2025Q2: 297,828 shares; 2025Q3: 295,523 shares; 2025Q4: 294,358 shares; 2026Q1: 303,806 shares; 2026Q2: 332,878 shares 332,878 $124M 3.03% +29,072 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: 292,298 shares; 2024Q4: 290,997 shares; 2025Q1: 295,741 shares; 2025Q2: 306,513 shares; 2025Q3: 316,124 shares; 2025Q4: 314,357 shares; 2026Q1: 314,989 shares; 2026Q2: 327,676 shares 327,676 $117M 2.86% +12,687 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: 413,655 shares; 2024Q4: 321,591 shares; 2025Q1: 330,177 shares; 2025Q2: 362,490 shares; 2025Q3: 367,586 shares; 2025Q4: 375,987 shares; 2026Q1: 384,607 shares; 2026Q2: 442,086 shares 442,086 $105M 2.57% +57,479 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: 352,000 shares; 2024Q4: 352,440 shares; 2025Q1: 253,331 shares; 2025Q2: 265,605 shares; 2025Q3: 264,083 shares; 2025Q4: 259,648 shares; 2026Q1: 271,829 shares; 2026Q2: 311,115 shares 311,115 $102M 2.48% +39,286 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: 600,318 shares; 2024Q4: 598,986 shares; 2025Q1: 486,093 shares; 2025Q2: 479,266 shares; 2025Q3: 489,261 shares; 2025Q4: 481,187 shares; 2026Q1: 474,394 shares; 2026Q2: 529,215 shares 529,215 $77.6M 1.89% +54,821 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,584 shares; 2024Q4: 25,090 shares; 2025Q1: 25,040 shares; 2025Q2: 25,163 shares; 2025Q3: 25,644 shares; 2025Q4: 219,740 shares; 2026Q1: 223,393 shares; 2026Q2: 223,762 shares 223,762 $77M 1.88% +369 Timeline JCPB 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: 247,038 shares; 2024Q4: 260,807 shares; 2025Q1: 416,364 shares; 2025Q2: 365,515 shares; 2025Q3: 415,078 shares; 2025Q4: 576,707 shares; 2026Q1: 749,446 shares; 2026Q2: 1,470,403 shares 1,470,403 $69M 1.68% +720,957 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: 300,753 shares; 2024Q4: 310,032 shares; 2025Q1: 197,431 shares; 2025Q2: 199,057 shares; 2025Q3: 212,719 shares; 2025Q4: 212,101 shares; 2026Q1: 211,780 shares; 2026Q2: 266,410 shares 266,410 $67.7M 1.65% +54,630 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: 147,659 shares; 2024Q4: 135,385 shares; 2025Q1: 149,218 shares; 2025Q2: 149,400 shares; 2025Q3: 144,828 shares; 2025Q4: 141,390 shares; 2026Q1: 143,123 shares; 2026Q2: 171,487 shares 171,487 $64.8M 1.58% +28,364 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: 231,172 shares; 2024Q4: 238,856 shares; 2025Q1: 143,760 shares; 2025Q2: 144,089 shares; 2025Q3: 152,423 shares; 2025Q4: 152,301 shares; 2026Q1: 150,506 shares; 2026Q2: 150,438 shares 150,438 $54.5M 1.33% -68 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: 109,335 shares; 2024Q4: 107,125 shares; 2025Q1: 106,644 shares; 2025Q2: 111,182 shares; 2025Q3: 112,088 shares; 2025Q4: 114,782 shares; 2026Q1: 113,502 shares; 2026Q2: 149,154 shares 149,154 $52.7M 1.29% +35,652 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 631,493 shares; 2025Q2: 720,517 shares; 2025Q3: 761,940 shares; 2025Q4: 887,613 shares; 2026Q1: 972,266 shares; 2026Q2: 1,132,868 shares 1,132,868 $49M 1.2% +160,602 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,255 shares; 2025Q3: 17,073 shares; 2025Q4: 454,696 shares; 2026Q1: 490,451 shares; 2026Q2: 592,253 shares 592,253 $48.9M 1.19% +101,802 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: 175,126 shares; 2024Q4: 174,150 shares; 2025Q1: 84,858 shares; 2025Q2: 89,657 shares; 2025Q3: 92,036 shares; 2025Q4: 91,002 shares; 2026Q1: 100,961 shares; 2026Q2: 140,198 shares 140,198 $48.1M 1.17% +39,237 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 325,142 shares 325,142 $44.5M 1.08% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 575,881 shares 575,881 $44.2M 1.08% new 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: 401,589 shares; 2024Q4: 395,560 shares; 2025Q1: 302,889 shares; 2025Q2: 313,400 shares; 2025Q3: 319,296 shares; 2025Q4: 322,460 shares; 2026Q1: 321,632 shares; 2026Q2: 339,642 shares 339,642 $39.9M 0.97% +18,010 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: 12,549 shares; 2024Q4: 12,503 shares; 2025Q1: 61,277 shares; 2025Q2: 58,199 shares; 2025Q3: 58,197 shares; 2025Q4: 56,958 shares; 2026Q1: 56,024 shares; 2026Q2: 54,669 shares 54,669 $39.4M 0.96% -1,355 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: 1,566 shares; 2024Q4: 2,518 shares; 2025Q1: 2,676 shares; 2025Q2: 4,342 shares; 2025Q3: 7,183 shares; 2025Q4: 39,510 shares; 2026Q1: 119,579 shares; 2026Q2: 113,333 shares 113,333 $38.6M 0.94% -6,246 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,173 shares; 2024Q4: 173,974 shares; 2025Q1: 172,953 shares; 2025Q2: 172,207 shares; 2025Q3: 170,565 shares; 2025Q4: 170,063 shares; 2026Q1: 171,131 shares; 2026Q2: 170,340 shares 170,340 $37.2M 0.91% -791 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,657 shares; 2024Q4: 273,813 shares; 2025Q1: 324,957 shares; 2025Q2: 356,989 shares; 2025Q3: 373,145 shares; 2025Q4: 421,054 shares; 2026Q1: 445,778 shares; 2026Q2: 364,062 shares 364,062 $35.9M 0.88% -81,716 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: 96,811 shares; 2024Q4: 43,206 shares; 2025Q1: 37,440 shares; 2025Q2: 38,015 shares; 2025Q3: 59,316 shares; 2025Q4: 57,653 shares; 2026Q1: 59,590 shares; 2026Q2: 60,898 shares 60,898 $35.4M 0.86% +1,308 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: 48,922 shares; 2024Q4: 47,381 shares; 2025Q1: 48,090 shares; 2025Q2: 48,848 shares; 2025Q3: 51,940 shares; 2025Q4: 51,890 shares; 2026Q1: 52,973 shares; 2026Q2: 70,395 shares 70,395 $35.2M 0.86% +17,422 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: 173,760 shares; 2024Q4: 176,246 shares; 2025Q1: 176,154 shares; 2025Q2: 175,797 shares; 2025Q3: 173,331 shares; 2025Q4: 178,342 shares; 2026Q1: 178,767 shares; 2026Q2: 179,970 shares 179,970 $34.1M 0.83% +1,203 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: 179,505 shares; 2024Q4: 180,237 shares; 2025Q1: 70,500 shares; 2025Q2: 72,508 shares; 2025Q3: 74,101 shares; 2025Q4: 74,584 shares; 2026Q1: 74,487 shares; 2026Q2: 95,654 shares 95,654 $33.7M 0.82% +21,167 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: 79,200 shares; 2024Q4: 78,393 shares; 2025Q1: 79,538 shares; 2025Q2: 81,814 shares; 2025Q3: 85,138 shares; 2025Q4: 85,234 shares; 2026Q1: 84,689 shares; 2026Q2: 130,459 shares 130,459 $32.8M 0.8% +45,770 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: 25,436 shares; 2024Q4: 25,217 shares; 2025Q1: 25,291 shares; 2025Q2: 25,935 shares; 2025Q3: 26,876 shares; 2025Q4: 27,395 shares; 2026Q1: 28,010 shares; 2026Q2: 34,966 shares 34,966 $32.7M 0.8% +6,956 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,323 shares; 2024Q4: 382,413 shares; 2025Q1: 366,672 shares; 2025Q2: 348,530 shares; 2025Q3: 371,570 shares; 2025Q4: 406,818 shares; 2026Q1: 432,496 shares; 2026Q2: 404,169 shares 404,169 $32.1M 0.78% -28,327 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: 133,534 shares; 2024Q4: 134,082 shares; 2025Q1: 29,978 shares; 2025Q2: 31,217 shares; 2025Q3: 31,415 shares; 2025Q4: 31,673 shares; 2026Q1: 30,919 shares; 2026Q2: 31,236 shares 31,236 $31.6M 0.77% +317 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: 213,018 shares; 2024Q4: 208,720 shares; 2025Q1: 107,656 shares; 2025Q2: 105,815 shares; 2025Q3: 107,365 shares; 2025Q4: 108,416 shares; 2026Q1: 108,213 shares; 2026Q2: 109,035 shares 109,035 $30.7M 0.75% +822 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: 11,720 shares; 2024Q4: 10,734 shares; 2025Q1: 10,791 shares; 2025Q2: 11,264 shares; 2025Q3: 13,383 shares; 2025Q4: 13,364 shares; 2026Q1: 14,476 shares; 2026Q2: 25,552 shares 25,552 $30.6M 0.75% +11,076 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: 104,400 shares; 2024Q4: 240,132 shares; 2025Q1: 265,106 shares; 2025Q2: 1,175,683 shares; 2025Q3: 1,301,812 shares; 2025Q4: 1,441,944 shares; 2026Q1: 1,617,419 shares; 2026Q2: 1,273,968 shares 1,273,968 $29.5M 0.72% -343,451 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,781 shares; 2024Q4: 36,590 shares; 2025Q1: 35,166 shares; 2025Q2: 35,145 shares; 2025Q3: 38,890 shares; 2025Q4: 38,350 shares; 2026Q1: 35,197 shares; 2026Q2: 34,994 shares 34,994 $26.1M 0.64% -203 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: 149,659 shares; 2024Q4: 145,787 shares; 2025Q1: 145,690 shares; 2025Q2: 144,753 shares; 2025Q3: 155,630 shares; 2025Q4: 157,995 shares; 2026Q1: 156,937 shares; 2026Q2: 223,260 shares 223,260 $25.3M 0.62% +66,323 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: 23,836 shares; 2024Q4: 24,072 shares; 2025Q1: 24,200 shares; 2025Q2: 24,547 shares; 2025Q3: 25,057 shares; 2025Q4: 25,414 shares; 2026Q1: 24,695 shares; 2026Q2: 25,385 shares 25,385 $24.8M 0.61% +690 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: 553,549 shares; 2024Q4: 545,269 shares; 2025Q1: 523,116 shares; 2025Q2: 484,677 shares; 2025Q3: 414,757 shares; 2025Q4: 413,533 shares; 2026Q1: 408,811 shares; 2026Q2: 395,278 shares 395,278 $23.9M 0.58% -13,533 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,091 shares; 2024Q4: 72,143 shares; 2025Q1: 75,411 shares; 2025Q2: 77,285 shares; 2025Q3: 77,649 shares; 2025Q4: 77,696 shares; 2026Q1: 77,373 shares; 2026Q2: 78,096 shares 78,096 $23.7M 0.58% +723 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: 124,039 shares; 2024Q4: 126,159 shares; 2025Q1: 126,144 shares; 2025Q2: 126,839 shares; 2025Q3: 127,186 shares; 2025Q4: 127,901 shares; 2026Q1: 127,958 shares; 2026Q2: 127,918 shares 127,918 $23.6M 0.58% -40 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,646 shares; 2024Q4: 12,536 shares; 2025Q1: 57,196 shares; 2025Q2: 93,257 shares; 2025Q3: 93,497 shares; 2025Q4: 92,779 shares; 2026Q1: 91,818 shares; 2026Q2: 90,183 shares 90,183 $22.2M 0.54% -1,635 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: 31,703 shares; 2024Q4: 29,800 shares; 2025Q1: 21,698 shares; 2025Q2: 26,132 shares; 2025Q3: 23,939 shares; 2025Q4: 27,688 shares; 2026Q1: 25,818 shares; 2026Q2: 52,554 shares 52,554 $22.1M 0.54% +26,736 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,462 shares; 2025Q1: 6,469 shares; 2025Q2: 7,358 shares; 2025Q3: 7,368 shares; 2025Q4: 6,382 shares; 2026Q1: 6,372 shares; 2026Q2: 278,085 shares 278,085 $21.7M 0.53% +271,713 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: 98,906 shares; 2024Q4: 100,754 shares; 2025Q1: 103,128 shares; 2025Q2: 104,119 shares; 2025Q3: 110,467 shares; 2025Q4: 111,267 shares; 2026Q1: 119,074 shares; 2026Q2: 137,328 shares 137,328 $20.1M 0.49% +18,254 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: 12,788 shares; 2024Q4: 11,035 shares; 2025Q1: 11,314 shares; 2025Q2: 14,014 shares; 2025Q3: 15,060 shares; 2025Q4: 15,856 shares; 2026Q1: 16,504 shares; 2026Q2: 35,435 shares 35,435 $20M 0.49% +18,931 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES 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: 85,889 shares; 2026Q2: 90,520 shares 90,520 $19.8M 0.48% +4,631 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: 92,077 shares; 2024Q4: 94,765 shares; 2025Q1: 95,535 shares; 2025Q2: 189,775 shares; 2025Q3: 208,328 shares; 2025Q4: 235,935 shares; 2026Q1: 248,181 shares; 2026Q2: 241,606 shares 241,606 $19.6M 0.48% -6,575 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: 192,587 shares; 2024Q4: 189,580 shares; 2025Q1: 92,680 shares; 2025Q2: 94,271 shares; 2025Q3: 94,188 shares; 2025Q4: 96,641 shares; 2026Q1: 91,788 shares; 2026Q2: 115,277 shares 115,277 $19.1M 0.47% +23,489 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,745 shares; 2024Q4: 237,297 shares; 2025Q1: 118,108 shares; 2025Q2: 117,559 shares; 2025Q3: 117,337 shares; 2025Q4: 117,222 shares; 2026Q1: 116,615 shares; 2026Q2: 116,443 shares 116,443 $18.9M 0.46% -172 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: 224,656 shares; 2024Q4: 223,781 shares; 2025Q1: 124,798 shares; 2025Q2: 123,629 shares; 2025Q3: 127,571 shares; 2025Q4: 129,373 shares; 2026Q1: 129,509 shares; 2026Q2: 218,199 shares 218,199 $17.7M 0.43% +88,690 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: 20,098 shares; 2024Q4: 19,731 shares; 2025Q1: 21,541 shares; 2025Q2: 22,568 shares; 2025Q3: 21,819 shares; 2025Q4: 28,992 shares; 2026Q1: 36,261 shares; 2026Q2: 39,834 shares 39,834 $17M 0.41% +3,573 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,214 shares; 2024Q4: 329,621 shares; 2025Q1: 348,143 shares; 2025Q2: 350,108 shares; 2025Q3: 383,656 shares; 2025Q4: 418,426 shares; 2026Q1: 448,816 shares; 2026Q2: 478,281 shares 478,281 $16.6M 0.4% +29,465 Timeline JEMA 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: 137,855 shares; 2024Q4: 148,551 shares; 2025Q1: 119,124 shares; 2025Q2: 110,943 shares; 2025Q3: 110,871 shares; 2025Q4: 191,913 shares; 2026Q1: 222,237 shares; 2026Q2: 253,314 shares 253,314 $16.2M 0.39% +31,077 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,225 shares; 2024Q4: 1,605 shares; 2025Q1: 1,659 shares; 2025Q2: 2,524 shares; 2025Q3: 2,731 shares; 2025Q4: 26,445 shares; 2026Q1: 34,448 shares; 2026Q2: 223,540 shares 223,540 $16M 0.39% +189,092 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: 158,817 shares; 2024Q4: 169,246 shares; 2025Q1: 155,484 shares; 2025Q2: 171,897 shares; 2025Q3: 214,090 shares; 2025Q4: 255,079 shares; 2026Q1: 273,432 shares; 2026Q2: 308,106 shares 308,106 $16M 0.39% +34,674 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,843 shares; 2024Q4: 226,300 shares; 2025Q1: 310,863 shares; 2025Q2: 304,055 shares; 2025Q3: 317,152 shares; 2025Q4: 354,286 shares; 2026Q1: 308,594 shares; 2026Q2: 328,902 shares 328,902 $15.5M 0.38% +20,308 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: 2,169 shares; 2024Q4: 3,794 shares; 2025Q1: 3,723 shares; 2025Q2: 4,664 shares; 2025Q3: 6,116 shares; 2025Q4: 7,600 shares; 2026Q1: 7,822 shares; 2026Q2: 7,773 shares 7,773 $15.5M 0.38% -49 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: 24,410 shares; 2024Q4: 21,241 shares; 2025Q1: 21,239 shares; 2025Q2: 21,348 shares; 2025Q3: 21,474 shares; 2025Q4: 21,579 shares; 2026Q1: 21,715 shares; 2026Q2: 21,156 shares 21,156 $15.3M 0.37% -559 Timeline NCPB NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480,830 shares; 2024Q4: 548,307 shares; 2025Q1: 613,944 shares; 2025Q2: 482,011 shares; 2025Q3: 497,841 shares; 2025Q4: 501,545 shares; 2026Q1: 531,700 shares; 2026Q2: 609,295 shares 609,295 $15.2M 0.37% +77,595 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,550 shares; 2024Q4: 217,698 shares; 2025Q1: 233,008 shares; 2025Q2: 283,213 shares; 2025Q3: 414,216 shares; 2025Q4: 512,736 shares; 2026Q1: 547,115 shares; 2026Q2: 562,645 shares 562,645 $14.9M 0.36% +15,530 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: 75,295 shares; 2024Q4: 82,830 shares; 2025Q1: 82,943 shares; 2025Q2: 84,583 shares; 2025Q3: 85,657 shares; 2025Q4: 87,035 shares; 2026Q1: 86,836 shares; 2026Q2: 87,073 shares 87,073 $14.7M 0.36% +237 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: 55,528 shares; 2024Q4: 59,024 shares; 2025Q1: 56,109 shares; 2025Q2: 60,915 shares; 2025Q3: 55,717 shares; 2025Q4: 53,323 shares; 2026Q1: 58,418 shares; 2026Q2: 244,406 shares 244,406 $13.9M 0.34% +185,988 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: 317,225 shares; 2024Q4: 257,657 shares; 2025Q1: 150,346 shares; 2025Q2: 137,732 shares; 2025Q3: 94,815 shares; 2025Q4: 89,552 shares; 2026Q1: 92,177 shares; 2026Q2: 99,092 shares 99,092 $13.8M 0.34% +6,915 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,379 shares; 2024Q4: 34,788 shares; 2025Q1: 42,593 shares; 2025Q2: 82,021 shares; 2025Q3: 148,296 shares; 2025Q4: 279,682 shares; 2026Q1: 251,761 shares; 2026Q2: 268,438 shares 268,438 $13.3M 0.32% +16,677 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: 8,097 shares; 2024Q4: 7,770 shares; 2025Q1: 8,056 shares; 2025Q2: 7,977 shares; 2025Q3: 8,937 shares; 2025Q4: 9,036 shares; 2026Q1: 9,117 shares; 2026Q2: 25,164 shares 25,164 $12.9M 0.32% +16,047 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,060 shares; 2024Q4: 18,803 shares; 2025Q1: 19,890 shares; 2025Q2: 20,499 shares; 2025Q3: 21,009 shares; 2025Q4: 19,413 shares; 2026Q1: 15,902 shares; 2026Q2: 17,101 shares 17,101 $12.6M 0.31% +1,199 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: 5,628 shares; 2024Q4: 6,168 shares; 2025Q1: 7,010 shares; 2025Q2: 8,154 shares; 2025Q3: 9,278 shares; 2025Q4: 9,350 shares; 2026Q1: 10,388 shares; 2026Q2: 10,143 shares 10,143 $11.9M 0.29% -245 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,829 shares; 2024Q4: 53,282 shares; 2025Q1: 34,946 shares; 2025Q2: 34,480 shares; 2025Q3: 35,052 shares; 2025Q4: 33,944 shares; 2026Q1: 34,045 shares; 2026Q2: 146,479 shares 146,479 $11.8M 0.29% +112,434 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 81,226 shares; 2025Q1: 92,794 shares; 2025Q2: 82,857 shares; 2025Q3: 74,935 shares; 2025Q4: 81,643 shares; 2026Q1: 86,688 shares; 2026Q2: 93,982 shares 93,982 $11.7M 0.29% +7,294 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166,474 shares 166,474 $11.5M 0.28% new Timeline FTXL 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: 42,445 shares; 2026Q2: 39,801 shares 39,801 $11.3M 0.28% -2,644 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: 44,970 shares; 2024Q4: 44,507 shares; 2025Q1: 41,958 shares; 2025Q2: 42,194 shares; 2025Q3: 41,506 shares; 2025Q4: 41,574 shares; 2026Q1: 37,638 shares; 2026Q2: 37,547 shares 37,547 $11.3M 0.28% -91 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: 22,173 shares; 2024Q4: 22,978 shares; 2025Q1: 22,879 shares; 2025Q2: 23,024 shares; 2025Q3: 27,048 shares; 2025Q4: 26,655 shares; 2026Q1: 30,069 shares; 2026Q2: 29,849 shares 29,849 $11.2M 0.27% -220 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: 80 shares; 2024Q4: 94 shares; 2025Q1: 109 shares; 2025Q2: 110 shares; 2025Q3: 117 shares; 2025Q4: 155 shares; 2026Q1: 2,527 shares; 2026Q2: 60,795 shares 60,795 $10.8M 0.26% +58,268 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,040 shares; 2025Q1: 19,106 shares; 2025Q2: 47,142 shares; 2025Q3: 62,253 shares; 2025Q4: 74,380 shares; 2026Q1: 79,227 shares; 2026Q2: 81,197 shares 81,197 $10.8M 0.26% +1,970 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: 221,819 shares; 2024Q4: 223,055 shares; 2025Q1: 88,989 shares; 2025Q2: 84,987 shares; 2025Q3: 83,145 shares; 2025Q4: 82,470 shares; 2026Q1: 81,618 shares; 2026Q2: 81,443 shares 81,443 $10.5M 0.26% -175 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: 85,509 shares; 2024Q4: 83,487 shares; 2025Q1: 67,121 shares; 2025Q2: 65,686 shares; 2025Q3: 67,144 shares; 2025Q4: 66,848 shares; 2026Q1: 67,544 shares; 2026Q2: 76,275 shares 76,275 $10.3M 0.25% +8,731 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,486 shares; 2024Q4: 152,966 shares; 2025Q1: 147,200 shares; 2025Q2: 148,616 shares; 2025Q3: 153,686 shares; 2025Q4: 111,019 shares; 2026Q1: 114,226 shares; 2026Q2: 152,116 shares 152,116 $10.3M 0.25% +37,890 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 1,706 shares; 2026Q1: 4,212 shares; 2026Q2: 8,626 shares 8,626 $9.96M 0.24% +4,414 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,845 shares; 2024Q4: 33,627 shares; 2025Q1: 33,693 shares; 2025Q2: 40,332 shares; 2025Q3: 61,591 shares; 2025Q4: 62,052 shares; 2026Q1: 37,695 shares; 2026Q2: 37,578 shares 37,578 $9.95M 0.24% -117 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,243 shares; 2024Q4: 129,555 shares; 2025Q1: 122,467 shares; 2025Q2: 134,850 shares; 2025Q3: 152,767 shares; 2025Q4: 188,609 shares; 2026Q1: 206,566 shares; 2026Q2: 194,329 shares 194,329 $9.83M 0.24% -12,237 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: 128,360 shares; 2024Q4: 128,418 shares; 2025Q1: 8,450 shares; 2025Q2: 8,347 shares; 2025Q3: 8,416 shares; 2025Q4: 8,631 shares; 2026Q1: 9,030 shares; 2026Q2: 9,190 shares 9,190 $9.79M 0.24% +160 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,644 shares; 2026Q1: 11,102 shares; 2026Q2: 185,947 shares 185,947 $9.78M 0.24% +174,845 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: 136,943 shares; 2024Q4: 135,217 shares; 2025Q1: 31,879 shares; 2025Q2: 30,871 shares; 2025Q3: 31,495 shares; 2025Q4: 34,155 shares; 2026Q1: 34,557 shares; 2026Q2: 35,864 shares 35,864 $9.69M 0.24% +1,307 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,226 shares; 2024Q4: 66,261 shares; 2025Q1: 65,608 shares; 2025Q2: 67,063 shares; 2025Q3: 66,476 shares; 2025Q4: 66,661 shares; 2026Q1: 65,416 shares; 2026Q2: 66,414 shares 66,414 $9.51M 0.23% +998 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165,101 shares; 2026Q1: 179,875 shares; 2026Q2: 188,632 shares 188,632 $9.51M 0.23% +8,757 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: 2,899 shares; 2025Q3: 4,268 shares; 2025Q4: 5,158 shares; 2026Q1: 12,438 shares; 2026Q2: 52,728 shares 52,728 $9.3M 0.23% +40,290 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: 25,056 shares; 2024Q4: 23,849 shares; 2025Q1: 23,633 shares; 2025Q2: 23,915 shares; 2025Q3: 23,402 shares; 2025Q4: 23,852 shares; 2026Q1: 23,330 shares; 2026Q2: 27,074 shares 27,074 $9.23M 0.23% +3,744 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,769 shares; 2024Q4: 8,970 shares; 2025Q1: 7,312 shares; 2025Q2: 5,783 shares; 2025Q3: 5,739 shares; 2025Q4: 6,897 shares; 2026Q1: 18,235 shares; 2026Q2: 26,574 shares 26,574 $9.14M 0.22% +8,339 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,272 shares; 2025Q1: 9,174 shares; 2025Q2: 9,207 shares; 2025Q3: 9,306 shares; 2025Q4: 9,314 shares; 2026Q1: 9,296 shares; 2026Q2: 9,477 shares 9,477 $9.11M 0.22% +181 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,171 shares; 2024Q4: 228,000 shares; 2025Q1: 303,340 shares; 2025Q2: 230,805 shares; 2025Q3: 249,107 shares; 2025Q4: 200,083 shares; 2026Q1: 165,677 shares; 2026Q2: 195,698 shares 195,698 $9.01M 0.22% +30,021 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: 270,142 shares; 2024Q4: 269,453 shares; 2025Q1: 257,577 shares; 2025Q2: 256,648 shares; 2025Q3: 242,023 shares; 2025Q4: 239,840 shares; 2026Q1: 240,088 shares; 2026Q2: 240,167 shares 240,167 $8.51M 0.21% +79 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,667 shares; 2024Q4: 64,308 shares; 2025Q1: 68,829 shares; 2025Q2: 68,494 shares; 2025Q3: 75,922 shares; 2025Q4: 73,186 shares; 2026Q1: 72,218 shares; 2026Q2: 74,711 shares 74,711 $8.41M 0.21% +2,493 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,314 shares 51,314 $8.39M 0.2% new 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: 179,856 shares; 2024Q4: 401,848 shares; 2025Q1: 377,680 shares; 2025Q2: 197,707 shares; 2025Q3: 217,359 shares; 2025Q4: 203,572 shares; 2026Q1: 199,870 shares; 2026Q2: 192,840 shares 192,840 $8.32M 0.2% -7,030 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,387 shares; 2024Q4: 26,479 shares; 2025Q1: 26,925 shares; 2025Q2: 27,607 shares; 2025Q3: 28,069 shares; 2025Q4: 27,871 shares; 2026Q1: 27,704 shares; 2026Q2: 28,281 shares 28,281 $8.22M 0.2% +577 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,506 shares; 2024Q4: 92,715 shares; 2025Q1: 87,885 shares; 2025Q2: 87,404 shares; 2025Q3: 90,072 shares; 2025Q4: 90,847 shares; 2026Q1: 89,771 shares; 2026Q2: 142,323 shares 142,323 $7.9M 0.19% +52,552 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: 5,165 shares; 2024Q4: 5,306 shares; 2025Q1: 5,251 shares; 2025Q2: 5,751 shares; 2025Q3: 5,879 shares; 2025Q4: 5,872 shares; 2026Q1: 33,836 shares; 2026Q2: 31,616 shares 31,616 $7.84M 0.19% -2,220 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: 36,310 shares; 2024Q4: 36,412 shares; 2025Q1: 36,145 shares; 2025Q2: 36,525 shares; 2025Q3: 37,291 shares; 2025Q4: 36,630 shares; 2026Q1: 33,450 shares; 2026Q2: 33,894 shares 33,894 $7.7M 0.19% +444 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,934 shares; 2024Q4: 67,162 shares; 2025Q1: 66,475 shares; 2025Q2: 68,691 shares; 2025Q3: 94,776 shares; 2025Q4: 55,083 shares; 2026Q1: 57,790 shares; 2026Q2: 58,622 shares 58,622 $7.66M 0.19% +832 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,190 shares; 2024Q4: 88,021 shares; 2025Q1: 88,285 shares; 2025Q2: 90,338 shares; 2025Q3: 91,153 shares; 2025Q4: 91,089 shares; 2026Q1: 91,532 shares; 2026Q2: 92,019 shares 92,019 $7.6M 0.19% +487 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: 3,073 shares; 2024Q4: 3,038 shares; 2025Q1: 3,129 shares; 2025Q2: 3,341 shares; 2025Q3: 2,871 shares; 2025Q4: 5,271 shares; 2026Q1: 37,779 shares; 2026Q2: 38,758 shares 38,758 $7.38M 0.18% +979 Timeline JHHY JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228,136 shares; 2025Q3: 301,025 shares; 2025Q4: 333,619 shares; 2026Q1: 259,714 shares; 2026Q2: 288,616 shares 288,616 $7.38M 0.18% +28,902 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 381,019 shares 381,019 $7.26M 0.18% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,222 shares; 2024Q4: 30,333 shares; 2025Q1: 30,368 shares; 2025Q2: 31,337 shares; 2025Q3: 31,312 shares; 2025Q4: 31,543 shares; 2026Q1: 31,864 shares; 2026Q2: 33,940 shares 33,940 $7.15M 0.17% +2,076 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: 10,724 shares; 2024Q4: 11,075 shares; 2025Q1: 10,407 shares; 2025Q2: 10,872 shares; 2025Q3: 11,230 shares; 2025Q4: 9,962 shares; 2026Q1: 9,655 shares; 2026Q2: 9,476 shares 9,476 $7.1M 0.17% -179 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: 7,848 shares; 2024Q4: 11,015 shares; 2025Q1: 9,653 shares; 2025Q2: 9,148 shares; 2025Q3: 9,258 shares; 2025Q4: 9,395 shares; 2026Q1: 11,268 shares; 2026Q2: 18,828 shares 18,828 $6.97M 0.17% +7,560 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: 27,877 shares; 2024Q4: 29,272 shares; 2025Q1: 29,598 shares; 2025Q2: 33,307 shares; 2025Q3: 33,060 shares; 2025Q4: 32,723 shares; 2026Q1: 32,801 shares; 2026Q2: 43,852 shares 43,852 $6.87M 0.17% +11,051 Timeline BBIN 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: 306,168 shares; 2024Q4: 331,930 shares; 2025Q1: 331,495 shares; 2025Q2: 370,316 shares; 2025Q3: 407,283 shares; 2025Q4: 73,332 shares; 2026Q1: 81,289 shares; 2026Q2: 82,629 shares 82,629 $6.45M 0.16% +1,340 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: 1,757 shares; 2024Q4: 1,765 shares; 2025Q1: 1,862 shares; 2025Q2: 1,814 shares; 2025Q3: 1,803 shares; 2025Q4: 1,835 shares; 2026Q1: 1,922 shares; 2026Q2: 28,224 shares 28,224 $6.41M 0.16% +26,302 Timeline MISL 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: 147,894 shares; 2026Q2: 139,107 shares 139,107 $6.37M 0.16% -8,787 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: 25,748 shares; 2024Q4: 24,175 shares; 2025Q1: 21,758 shares; 2025Q2: 22,085 shares; 2025Q3: 22,731 shares; 2025Q4: 22,825 shares; 2026Q1: 22,699 shares; 2026Q2: 23,106 shares 23,106 $6.28M 0.15% +407 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: 37,413 shares; 2024Q4: 37,709 shares; 2025Q1: 37,805 shares; 2025Q2: 38,509 shares; 2025Q3: 40,423 shares; 2025Q4: 38,926 shares; 2026Q1: 42,754 shares; 2026Q2: 44,349 shares 44,349 $6.1M 0.15% +1,595 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 593 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 682 shares; 2026Q2: 69,144 shares 69,144 $6.08M 0.15% +68,462 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: 9,878 shares; 2024Q4: 10,168 shares; 2025Q1: 10,010 shares; 2025Q2: 10,267 shares; 2025Q3: 10,300 shares; 2025Q4: 10,216 shares; 2026Q1: 8,540 shares; 2026Q2: 8,610 shares 8,610 $6.06M 0.15% +70 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,132 shares; 2024Q4: 25,187 shares; 2025Q1: 24,755 shares; 2025Q2: 25,329 shares; 2025Q3: 25,437 shares; 2025Q4: 25,537 shares; 2026Q1: 25,799 shares; 2026Q2: 25,185 shares 25,185 $5.99M 0.15% -614 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: 267,401 shares; 2024Q4: 255,727 shares; 2025Q1: 160,565 shares; 2025Q2: 159,769 shares; 2025Q3: 159,969 shares; 2025Q4: 157,128 shares; 2026Q1: 143,526 shares; 2026Q2: 141,385 shares 141,385 $5.99M 0.15% -2,141 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159,657 shares; 2025Q3: 199,109 shares; 2025Q4: 191,465 shares; 2026Q1: 213,603 shares; 2026Q2: 228,945 shares 228,945 $5.97M 0.15% +15,342 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: 42,024 shares; 2024Q4: 41,391 shares; 2025Q1: 42,248 shares; 2025Q2: 45,015 shares; 2025Q3: 52,680 shares; 2025Q4: 53,726 shares; 2026Q1: 53,633 shares; 2026Q2: 66,221 shares 66,221 $5.81M 0.14% +12,588 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,080 shares; 2024Q4: 174,922 shares; 2025Q1: 71,056 shares; 2025Q2: 90,857 shares; 2025Q3: 92,372 shares; 2025Q4: 34,573 shares; 2026Q1: 36,000 shares; 2026Q2: 37,033 shares 37,033 $5.8M 0.14% +1,033 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: 11,875 shares; 2024Q4: 6,966 shares; 2025Q1: 12,427 shares; 2025Q2: 58,055 shares; 2025Q3: 56,437 shares; 2025Q4: 58,503 shares; 2026Q1: 76,996 shares; 2026Q2: 77,239 shares 77,239 $5.67M 0.14% +243 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: 38,760 shares; 2024Q4: 38,948 shares; 2025Q1: 38,170 shares; 2025Q2: 40,793 shares; 2025Q3: 42,446 shares; 2025Q4: 45,899 shares; 2026Q1: 44,704 shares; 2026Q2: 44,305 shares 44,305 $5.61M 0.14% -399 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: 24,794 shares; 2024Q4: 23,711 shares; 2025Q1: 14,092 shares; 2025Q2: 14,322 shares; 2025Q3: 14,275 shares; 2025Q4: 13,834 shares; 2026Q1: 13,929 shares; 2026Q2: 14,016 shares 14,016 $5.57M 0.14% +87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,577 shares 105,577 $5.44M 0.13% 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: 151,759 shares; 2024Q4: 147,262 shares; 2025Q1: 55,897 shares; 2025Q2: 51,982 shares; 2025Q3: 55,235 shares; 2025Q4: 56,074 shares; 2026Q1: 55,243 shares; 2026Q2: 55,769 shares 55,769 $5.37M 0.13% +526 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: 50,023 shares; 2024Q4: 49,307 shares; 2025Q1: 49,899 shares; 2025Q2: 57,806 shares; 2025Q3: 61,611 shares; 2025Q4: 64,572 shares; 2026Q1: 67,614 shares; 2026Q2: 58,766 shares 58,766 $5.33M 0.13% -8,848 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: 16,794 shares; 2024Q4: 12,939 shares; 2025Q1: 85,674 shares; 2025Q2: 94,498 shares; 2025Q3: 78,323 shares; 2025Q4: 114,734 shares; 2026Q1: 92,538 shares; 2026Q2: 88,878 shares 88,878 $5.31M 0.13% -3,660 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: 74,015 shares; 2024Q4: 65,524 shares; 2025Q1: 66,515 shares; 2025Q2: 65,179 shares; 2025Q3: 61,562 shares; 2025Q4: 57,592 shares; 2026Q1: 60,414 shares; 2026Q2: 63,814 shares 63,814 $5.27M 0.13% +3,400 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: 25,094 shares; 2024Q4: 24,760 shares; 2025Q1: 24,063 shares; 2025Q2: 24,926 shares; 2025Q3: 24,620 shares; 2025Q4: 24,533 shares; 2026Q1: 24,244 shares; 2026Q2: 23,718 shares 23,718 $5.23M 0.13% -526 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: 8,569 shares; 2024Q4: 7,266 shares; 2025Q1: 7,039 shares; 2025Q2: 7,069 shares; 2025Q3: 7,136 shares; 2025Q4: 6,845 shares; 2026Q1: 7,305 shares; 2026Q2: 6,769 shares 6,769 $5.17M 0.13% -536 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,459 shares; 2025Q2: 12,117 shares; 2025Q3: 12,489 shares; 2025Q4: 32,346 shares; 2026Q1: 76,283 shares; 2026Q2: 247,898 shares 247,898 $5.16M 0.13% +171,615 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,861 shares; 2024Q4: 55,166 shares; 2025Q1: 27,091 shares; 2025Q2: 32,283 shares; 2025Q3: 46,008 shares; 2025Q4: 42,398 shares; 2026Q1: 42,419 shares; 2026Q2: 42,324 shares 42,324 $5.13M 0.13% -95 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: 709 shares; 2024Q4: 590 shares; 2025Q1: 776 shares; 2025Q2: 551 shares; 2025Q3: 711 shares; 2025Q4: 7,714 shares; 2026Q1: 9,704 shares; 2026Q2: 10,096 shares 10,096 $5.06M 0.12% +392 Timeline FTXO 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: 129,645 shares; 2026Q2: 122,082 shares 122,082 $5.05M 0.12% -7,563 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: 12,839 shares; 2024Q4: 11,323 shares; 2025Q1: 11,692 shares; 2025Q2: 50,166 shares; 2025Q3: 51,350 shares; 2025Q4: 50,788 shares; 2026Q1: 48,728 shares; 2026Q2: 48,943 shares 48,943 $5M 0.12% +215 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,489 shares; 2024Q4: 161,395 shares; 2025Q1: 141,524 shares; 2025Q2: 131,248 shares; 2025Q3: 114,479 shares; 2025Q4: 115,178 shares; 2026Q1: 92,242 shares; 2026Q2: 88,282 shares 88,282 $4.99M 0.12% -3,960 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,350 shares; 2024Q4: 77,964 shares; 2025Q1: 77,685 shares; 2025Q2: 78,448 shares; 2025Q3: 77,015 shares; 2025Q4: 80,547 shares; 2026Q1: 91,163 shares; 2026Q2: 85,038 shares 85,038 $4.9M 0.12% -6,125 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: 24,483 shares; 2024Q4: 24,078 shares; 2025Q1: 22,005 shares; 2025Q2: 23,794 shares; 2025Q3: 27,692 shares; 2025Q4: 27,648 shares; 2026Q1: 27,967 shares; 2026Q2: 26,883 shares 26,883 $4.86M 0.12% -1,084 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: 7,061 shares; 2024Q4: 6,894 shares; 2025Q1: 7,681 shares; 2025Q2: 7,386 shares; 2025Q3: 7,655 shares; 2025Q4: 7,175 shares; 2026Q1: 7,242 shares; 2026Q2: 6,819 shares 6,819 $4.86M 0.12% -423 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: 51,327 shares; 2024Q4: 49,983 shares; 2025Q1: 49,704 shares; 2025Q2: 50,017 shares; 2025Q3: 49,449 shares; 2025Q4: 49,353 shares; 2026Q1: 50,494 shares; 2026Q2: 52,332 shares 52,332 $4.83M 0.12% +1,838 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: 28,997 shares; 2024Q4: 20,471 shares; 2025Q1: 22,550 shares; 2025Q2: 25,610 shares; 2025Q3: 30,744 shares; 2025Q4: 45,335 shares; 2026Q1: 55,705 shares; 2026Q2: 95,064 shares 95,064 $4.81M 0.12% +39,359 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: 6,552 shares; 2024Q4: 6,251 shares; 2025Q1: 6,027 shares; 2025Q2: 5,557 shares; 2025Q3: 5,584 shares; 2025Q4: 5,281 shares; 2026Q1: 4,876 shares; 2026Q2: 39,759 shares 39,759 $4.75M 0.12% +34,883 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,363 shares; 2024Q4: 35,990 shares; 2025Q1: 10,753 shares; 2025Q2: 9,251 shares; 2025Q3: 12,212 shares; 2025Q4: 11,876 shares; 2026Q1: 11,650 shares; 2026Q2: 40,339 shares 40,339 $4.74M 0.12% +28,689 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: 6,346 shares; 2024Q4: 6,393 shares; 2025Q1: 6,418 shares; 2025Q2: 10,967 shares; 2025Q3: 9,964 shares; 2025Q4: 9,215 shares; 2026Q1: 9,204 shares; 2026Q2: 9,206 shares 9,206 $4.69M 0.11% +2 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,593 shares; 2024Q4: 62,261 shares; 2025Q1: 63,232 shares; 2025Q2: 64,953 shares; 2025Q3: 62,615 shares; 2025Q4: 60,953 shares; 2026Q1: 60,798 shares; 2026Q2: 63,673 shares 63,673 $4.67M 0.11% +2,875 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: 31,525 shares; 2024Q4: 37,118 shares; 2025Q1: 37,145 shares; 2025Q2: 52,422 shares; 2025Q3: 52,029 shares; 2025Q4: 50,415 shares; 2026Q1: 50,971 shares; 2026Q2: 54,981 shares 54,981 $4.6M 0.11% +4,010 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,043 shares; 2024Q4: 127,274 shares; 2025Q1: 131,765 shares; 2025Q2: 54,270 shares; 2025Q3: 83,825 shares; 2025Q4: 61,023 shares; 2026Q1: 58,496 shares; 2026Q2: 59,502 shares 59,502 $4.52M 0.11% +1,006 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $4.49M 0.11% 0 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,717 shares; 2026Q1: 83,018 shares; 2026Q2: 83,495 shares 83,495 $4.46M 0.11% +477 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,640 shares; 2024Q4: 32,304 shares; 2025Q1: 36,922 shares; 2025Q2: 38,119 shares; 2025Q3: 38,347 shares; 2025Q4: 55,751 shares; 2026Q1: 71,259 shares; 2026Q2: 87,510 shares 87,510 $4.43M 0.11% +16,251 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,638 shares; 2024Q4: 126,115 shares; 2025Q1: 133,308 shares; 2025Q2: 112,050 shares; 2025Q3: 114,846 shares; 2025Q4: 99,359 shares; 2026Q1: 97,308 shares; 2026Q2: 100,358 shares 100,358 $4.37M 0.11% +3,050 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,954 shares; 2024Q4: 20,585 shares; 2025Q1: 20,553 shares; 2025Q2: 20,109 shares; 2025Q3: 20,043 shares; 2025Q4: 20,024 shares; 2026Q1: 20,024 shares; 2026Q2: 19,946 shares 19,946 $4.23M 0.1% -78 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: 6,760 shares; 2024Q4: 6,586 shares; 2025Q1: 6,862 shares; 2025Q2: 7,317 shares; 2025Q3: 7,373 shares; 2025Q4: 7,317 shares; 2026Q1: 8,006 shares; 2026Q2: 8,118 shares 8,118 $4.21M 0.1% +112 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: 292,421 shares; 2024Q4: 269,130 shares; 2025Q1: 243,733 shares; 2025Q2: 228,214 shares; 2025Q3: 175,685 shares; 2025Q4: 175,441 shares; 2026Q1: 174,458 shares; 2026Q2: 173,196 shares 173,196 $4.17M 0.1% -1,262 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,409 shares; 2026Q2: 38,366 shares 38,366 $4.11M 0.1% -1,043 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 14,031 shares; 2026Q1: 15,486 shares; 2026Q2: 13,533 shares 13,533 $4.1M 0.1% -1,953 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: 19,484 shares; 2024Q4: 19,582 shares; 2025Q1: 19,583 shares; 2025Q2: 19,646 shares; 2025Q3: 19,639 shares; 2025Q4: 19,693 shares; 2026Q1: 19,713 shares; 2026Q2: 21,382 shares 21,382 $3.96M 0.1% +1,669 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: 36,085 shares; 2024Q4: 37,020 shares; 2025Q1: 55,071 shares; 2025Q2: 47,502 shares; 2025Q3: 48,584 shares; 2025Q4: 50,651 shares; 2026Q1: 56,550 shares; 2026Q2: 66,032 shares 66,032 $3.94M 0.1% +9,482 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: 18,226 shares; 2024Q4: 18,356 shares; 2025Q1: 18,349 shares; 2025Q2: 21,113 shares; 2025Q3: 21,694 shares; 2025Q4: 21,754 shares; 2026Q1: 24,950 shares; 2026Q2: 25,882 shares 25,882 $3.92M 0.1% +932 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: 7,140 shares; 2024Q4: 6,833 shares; 2025Q1: 7,035 shares; 2025Q2: 7,456 shares; 2025Q3: 6,391 shares; 2025Q4: 6,210 shares; 2026Q1: 6,119 shares; 2026Q2: 6,179 shares 6,179 $3.92M 0.1% +60 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: 21,168 shares; 2024Q4: 22,057 shares; 2025Q1: 8,882 shares; 2025Q2: 8,992 shares; 2025Q3: 9,714 shares; 2025Q4: 7,271 shares; 2026Q1: 7,985 shares; 2026Q2: 7,650 shares 7,650 $3.9M 0.1% -335 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: 101,287 shares; 2024Q4: 101,392 shares; 2025Q1: 6,418 shares; 2025Q2: 6,678 shares; 2025Q3: 11,408 shares; 2025Q4: 11,250 shares; 2026Q1: 11,526 shares; 2026Q2: 11,493 shares 11,493 $3.89M 0.09% -33 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: 10,355 shares; 2024Q4: 9,957 shares; 2025Q1: 9,268 shares; 2025Q2: 10,983 shares; 2025Q3: 10,991 shares; 2025Q4: 11,129 shares; 2026Q1: 12,397 shares; 2026Q2: 12,357 shares 12,357 $3.87M 0.09% -40 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: 24,401 shares; 2024Q4: 21,396 shares; 2025Q1: 21,162 shares; 2025Q2: 20,751 shares; 2025Q3: 19,243 shares; 2025Q4: 33,168 shares; 2026Q1: 33,362 shares; 2026Q2: 32,917 shares 32,917 $3.86M 0.09% -445 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: 31,101 shares; 2024Q4: 30,890 shares; 2025Q1: 29,035 shares; 2025Q2: 29,060 shares; 2025Q3: 31,174 shares; 2025Q4: 31,909 shares; 2026Q1: 31,085 shares; 2026Q2: 30,546 shares 30,546 $3.86M 0.09% -539 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,912 shares 50,912 $3.85M 0.09% new 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: 36,936 shares; 2024Q4: 37,292 shares; 2025Q1: 36,323 shares; 2025Q2: 36,505 shares; 2025Q3: 41,322 shares; 2025Q4: 42,375 shares; 2026Q1: 40,851 shares; 2026Q2: 39,337 shares 39,337 $3.76M 0.09% -1,514 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,714 shares 16,714 $3.74M 0.09% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,828 shares 16,828 $3.72M 0.09% new 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: 99,961 shares; 2024Q4: 99,931 shares; 2025Q1: 101,187 shares; 2025Q2: 102,353 shares; 2025Q3: 104,007 shares; 2025Q4: 107,992 shares; 2026Q1: 111,267 shares; 2026Q2: 100,352 shares 100,352 $3.69M 0.09% -10,915 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,332 shares; 2024Q4: 27,488 shares; 2025Q1: 25,874 shares; 2025Q2: 21,734 shares; 2025Q3: 21,439 shares; 2025Q4: 21,529 shares; 2026Q1: 20,624 shares; 2026Q2: 23,123 shares 23,123 $3.65M 0.09% +2,499 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: 21,319 shares 21,319 $3.64M 0.09% new 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: 7,084 shares; 2024Q4: 5,448 shares; 2025Q1: 4,787 shares; 2025Q2: 5,169 shares; 2025Q3: 5,863 shares; 2025Q4: 6,742 shares; 2026Q1: 7,285 shares; 2026Q2: 7,575 shares 7,575 $3.62M 0.09% +290 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,731 shares; 2025Q1: 3,311 shares; 2025Q2: 3,633 shares; 2025Q3: 3,359 shares; 2025Q4: 8,469 shares; 2026Q1: 11,822 shares; 2026Q2: 18,262 shares 18,262 $3.5M 0.09% +6,440 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: 71,553 shares; 2024Q4: 71,505 shares; 2025Q1: 71,456 shares; 2025Q2: 71,390 shares; 2025Q3: 70,143 shares; 2025Q4: 71,427 shares; 2026Q1: 71,894 shares; 2026Q2: 72,829 shares 72,829 $3.46M 0.08% +935 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,614 shares 31,614 $3.4M 0.08% new 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: 23,335 shares; 2024Q4: 24,688 shares; 2025Q1: 25,643 shares; 2025Q2: 24,067 shares; 2025Q3: 26,629 shares; 2025Q4: 27,229 shares; 2026Q1: 28,793 shares; 2026Q2: 23,216 shares 23,216 $3.39M 0.08% -5,577 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,417 shares; 2024Q4: 25,809 shares; 2025Q1: 27,739 shares; 2025Q2: 31,363 shares; 2025Q3: 38,719 shares; 2025Q4: 41,340 shares; 2026Q1: 56,837 shares; 2026Q2: 54,086 shares 54,086 $3.32M 0.08% -2,751 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,403 shares; 2025Q3: 31,472 shares; 2025Q4: 36,100 shares; 2026Q1: 35,999 shares; 2026Q2: 20,290 shares 20,290 $3.29M 0.08% -15,709 Timeline XBFR 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: 106,087 shares; 2026Q2: 122,965 shares 122,965 $3.27M 0.08% +16,878 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,213 shares; 2025Q1: 150,201 shares; 2025Q2: 463,619 shares; 2025Q3: 453,768 shares; 2025Q4: 450,978 shares; 2026Q1: 82,570 shares; 2026Q2: 92,095 shares 92,095 $3.26M 0.08% +9,525 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,967 shares; 2024Q4: 8,628 shares; 2025Q1: 8,370 shares; 2025Q2: 8,307 shares; 2025Q3: 7,967 shares; 2025Q4: 8,214 shares; 2026Q1: 9,131 shares; 2026Q2: 9,183 shares 9,183 $3.25M 0.08% +52 Timeline JVAL 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: 24,731 shares; 2024Q4: 28,696 shares; 2025Q1: 30,325 shares; 2025Q2: 47,667 shares; 2025Q3: 47,246 shares; 2025Q4: 46,699 shares; 2026Q1: 59,163 shares; 2026Q2: 55,472 shares 55,472 $3.25M 0.08% -3,691 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: 10,383 shares; 2024Q4: 10,046 shares; 2025Q1: 7,524 shares; 2025Q2: 7,570 shares; 2025Q3: 7,234 shares; 2025Q4: 10,048 shares; 2026Q1: 10,018 shares; 2026Q2: 37,728 shares 37,728 $3.25M 0.08% +27,710 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,697 shares; 2024Q4: 26,537 shares; 2025Q1: 32,967 shares; 2025Q2: 28,524 shares; 2025Q3: 28,830 shares; 2025Q4: 28,511 shares; 2026Q1: 30,204 shares; 2026Q2: 31,083 shares 31,083 $3.22M 0.08% +879 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,131 shares; 2024Q4: 160,678 shares; 2025Q1: 165,068 shares; 2025Q2: 187,151 shares; 2025Q3: 183,456 shares; 2025Q4: 186,474 shares; 2026Q1: 200,106 shares; 2026Q2: 166,770 shares 166,770 $3.19M 0.08% -33,336 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: 39,430 shares; 2024Q4: 39,741 shares; 2025Q1: 31,554 shares; 2025Q2: 31,263 shares; 2025Q3: 30,375 shares; 2025Q4: 29,766 shares; 2026Q1: 29,654 shares; 2026Q2: 30,528 shares 30,528 $3.17M 0.08% +874 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,680 shares; 2026Q2: 69,505 shares 69,505 $3.17M 0.08% -7,175 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,408 shares; 2024Q4: 6,552 shares; 2025Q1: 7,342 shares; 2025Q2: 7,626 shares; 2025Q3: 8,391 shares; 2025Q4: 8,847 shares; 2026Q1: 9,478 shares; 2026Q2: 10,314 shares 10,314 $3.07M 0.08% +836 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,811 shares; 2024Q4: 41,500 shares; 2025Q1: 45,500 shares; 2025Q2: 45,500 shares; 2025Q3: 49,500 shares; 2025Q4: 49,528 shares; 2026Q1: 55,711 shares; 2026Q2: 55,834 shares 55,834 $3.07M 0.07% +123 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,154 shares; 2024Q4: 39,996 shares; 2025Q1: 43,016 shares; 2025Q2: 36,702 shares; 2025Q3: 38,058 shares; 2025Q4: 41,188 shares; 2026Q1: 58,002 shares; 2026Q2: 65,125 shares 65,125 $3.05M 0.07% +7,123 Timeline WCMI 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: 47,418 shares; 2025Q3: 108,822 shares; 2025Q4: 145,763 shares; 2026Q1: 161,110 shares; 2026Q2: 153,932 shares 153,932 $3.01M 0.07% -7,178 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,147 shares; 2025Q4: 6,456 shares; 2026Q1: 7,083 shares; 2026Q2: 6,864 shares 6,864 $3M 0.07% -219 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,877 shares; 2024Q4: 3,861 shares; 2025Q1: 6,446 shares; 2025Q2: 5,991 shares; 2025Q3: 4,491 shares; 2025Q4: 4,577 shares; 2026Q1: 5,131 shares; 2026Q2: 11,241 shares 11,241 $2.98M 0.07% +6,110 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,817 shares; 2024Q4: 20,181 shares; 2025Q1: 16,834 shares; 2025Q2: 17,562 shares; 2025Q3: 18,950 shares; 2025Q4: 26,372 shares; 2026Q1: 31,713 shares; 2026Q2: 33,214 shares 33,214 $2.98M 0.07% +1,501 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: 14,896 shares; 2025Q1: 12,752 shares; 2025Q2: 4,427 shares; 2025Q3: 5,048 shares; 2025Q4: 5,422 shares; 2026Q1: 6,328 shares; 2026Q2: 6,691 shares 6,691 $2.9M 0.07% +363 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: not reported; 2024Q4: not reported; 2025Q1: 41,190 shares; 2025Q2: 45,660 shares; 2025Q3: 49,015 shares; 2025Q4: 45,267 shares; 2026Q1: 34,672 shares; 2026Q2: 30,487 shares 30,487 $2.88M 0.07% -4,185 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: not reported; 2024Q4: 2,927 shares; 2025Q1: 10,778 shares; 2025Q2: 11,832 shares; 2025Q3: 13,304 shares; 2025Q4: 13,359 shares; 2026Q1: 17,174 shares; 2026Q2: 20,587 shares 20,587 $2.88M 0.07% +3,413 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: 72,395 shares; 2024Q4: 21,794 shares; 2025Q1: 18,525 shares; 2025Q2: 15,951 shares; 2025Q3: 17,090 shares; 2025Q4: 17,973 shares; 2026Q1: 15,854 shares; 2026Q2: 26,337 shares 26,337 $2.83M 0.07% +10,483 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,655 shares; 2024Q4: 31,072 shares; 2025Q1: 31,425 shares; 2025Q2: 28,731 shares; 2025Q3: 32,771 shares; 2025Q4: 35,855 shares; 2026Q1: 44,554 shares; 2026Q2: 53,172 shares 53,172 $2.83M 0.07% +8,618 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: 6,467 shares; 2024Q4: 6,589 shares; 2025Q1: 6,805 shares; 2025Q2: 7,306 shares; 2025Q3: 8,556 shares; 2025Q4: 45,863 shares; 2026Q1: 46,595 shares; 2026Q2: 8,942 shares 8,942 $2.82M 0.07% -37,653 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: 17,750 shares; 2024Q4: 17,750 shares; 2025Q1: 17,750 shares; 2025Q2: 17,750 shares; 2025Q3: 17,750 shares; 2025Q4: 17,750 shares; 2026Q1: 17,750 shares; 2026Q2: 17,750 shares 17,750 $2.81M 0.07% 0 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: 28,144 shares; 2024Q4: 27,460 shares; 2025Q1: 34,113 shares; 2025Q2: 26,493 shares; 2025Q3: 30,619 shares; 2025Q4: 30,543 shares; 2026Q1: 35,340 shares; 2026Q2: 35,601 shares 35,601 $2.75M 0.07% +261 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,689 shares; 2024Q4: 17,693 shares; 2025Q1: 17,746 shares; 2025Q2: 17,808 shares; 2025Q3: 16,958 shares; 2025Q4: 17,186 shares; 2026Q1: 17,208 shares; 2026Q2: 17,330 shares 17,330 $2.72M 0.07% +122 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,505 shares; 2024Q4: 11,354 shares; 2025Q1: 12,959 shares; 2025Q2: 13,350 shares; 2025Q3: 13,467 shares; 2025Q4: 19,259 shares; 2026Q1: 22,268 shares; 2026Q2: 26,829 shares 26,829 $2.72M 0.07% +4,561 Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,358,779 shares; 2024Q4: 1,303,279 shares; 2025Q1: 759,755 shares; 2025Q2: 664,755 shares; 2025Q3: 634,755 shares; 2025Q4: 536,035 shares; 2026Q1: 431,035 shares; 2026Q2: 433,805 shares 433,805 $2.71M 0.07% +2,770 Timeline FXO 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: 27,324 shares; 2024Q4: 27,331 shares; 2025Q1: 27,093 shares; 2025Q2: 53,845 shares; 2025Q3: 132,760 shares; 2025Q4: 134,057 shares; 2026Q1: 41,992 shares; 2026Q2: 43,185 shares 43,185 $2.7M 0.07% +1,193 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,569 shares; 2025Q3: 5,123 shares; 2025Q4: 6,765 shares; 2026Q1: 7,090 shares; 2026Q2: 7,888 shares 7,888 $2.64M 0.06% +798 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: 7,027 shares; 2024Q4: 6,529 shares; 2025Q1: 6,490 shares; 2025Q2: 6,372 shares; 2025Q3: 6,173 shares; 2025Q4: 6,200 shares; 2026Q1: 6,932 shares; 2026Q2: 6,573 shares 6,573 $2.61M 0.06% -359 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,358 shares; 2024Q4: 9,253 shares; 2025Q1: 9,537 shares; 2025Q2: 9,457 shares; 2025Q3: 8,205 shares; 2025Q4: 8,136 shares; 2026Q1: 8,177 shares; 2026Q2: 8,267 shares 8,267 $2.6M 0.06% +90 Timeline REET 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: 93,862 shares 93,862 $2.59M 0.06% new Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,180 shares; 2025Q3: 61,281 shares; 2025Q4: 69,103 shares; 2026Q1: 88,553 shares; 2026Q2: 90,917 shares 90,917 $2.58M 0.06% +2,364 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,834 shares; 2024Q4: 4,541 shares; 2025Q1: 5,352 shares; 2025Q2: 5,655 shares; 2025Q3: 6,447 shares; 2025Q4: 7,178 shares; 2026Q1: 8,947 shares; 2026Q2: 12,270 shares 12,270 $2.56M 0.06% +3,323 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: 28,544 shares; 2024Q4: 28,159 shares; 2025Q1: 22,507 shares; 2025Q2: 22,166 shares; 2025Q3: 22,166 shares; 2025Q4: 22,233 shares; 2026Q1: 21,698 shares; 2026Q2: 37,283 shares 37,283 $2.55M 0.06% +15,585 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,740 shares; 2026Q2: 47,402 shares 47,402 $2.54M 0.06% +29,662 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: 7,370 shares; 2024Q4: 7,370 shares; 2025Q1: 7,370 shares; 2025Q2: 7,518 shares; 2025Q3: 7,966 shares; 2025Q4: 9,360 shares; 2026Q1: 9,690 shares; 2026Q2: 9,732 shares 9,732 $2.53M 0.06% +42 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,439 shares; 2025Q2: 14,711 shares; 2025Q3: 19,474 shares; 2025Q4: 26,617 shares; 2026Q1: 27,562 shares; 2026Q2: 31,866 shares 31,866 $2.49M 0.06% +4,304 Timeline PUSH 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: 15,337 shares; 2024Q4: 15,746 shares; 2025Q1: 16,064 shares; 2025Q2: 16,848 shares; 2025Q3: 16,688 shares; 2025Q4: 20,242 shares; 2026Q1: 40,697 shares; 2026Q2: 48,939 shares 48,939 $2.47M 0.06% +8,242 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: 8,181 shares; 2024Q4: 8,181 shares; 2025Q1: 8,057 shares; 2025Q2: 8,333 shares; 2025Q3: 8,599 shares; 2025Q4: 8,613 shares; 2026Q1: 9,476 shares; 2026Q2: 9,650 shares 9,650 $2.47M 0.06% +174 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,231 shares; 2024Q4: 7,852 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,279 shares 25,279 $2.44M 0.06% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,109 shares; 2024Q4: 23,650 shares; 2025Q1: 23,105 shares; 2025Q2: 22,947 shares; 2025Q3: 22,125 shares; 2025Q4: 22,018 shares; 2026Q1: 22,047 shares; 2026Q2: 26,557 shares 26,557 $2.43M 0.06% +4,510 Timeline GLOF 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: 89,174 shares; 2025Q3: 78,626 shares; 2025Q4: 45,926 shares; 2026Q1: 41,995 shares; 2026Q2: 41,261 shares 41,261 $2.43M 0.06% -734 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,311 shares; 2024Q4: 30,760 shares; 2025Q1: 30,943 shares; 2025Q2: 32,177 shares; 2025Q3: 49,133 shares; 2025Q4: 34,150 shares; 2026Q1: 28,254 shares; 2026Q2: 25,450 shares 25,450 $2.39M 0.06% -2,804 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: 4,563 shares; 2024Q4: 13,502 shares; 2025Q1: 13,515 shares; 2025Q2: 15,980 shares; 2025Q3: 28,349 shares; 2025Q4: 29,773 shares; 2026Q1: 32,633 shares; 2026Q2: 74,656 shares 74,656 $2.37M 0.06% +42,023 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,267 shares 97,267 $2.36M 0.06% new 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: 8,563 shares; 2024Q4: 11,310 shares; 2025Q1: 10,670 shares; 2025Q2: 10,255 shares; 2025Q3: 10,222 shares; 2025Q4: 8,986 shares; 2026Q1: 9,949 shares; 2026Q2: 10,705 shares 10,705 $2.33M 0.06% +756 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,607 shares; 2024Q4: 249,169 shares; 2025Q1: 248,646 shares; 2025Q2: 250,900 shares; 2025Q3: 256,176 shares; 2025Q4: 62,981 shares; 2026Q1: 15,081 shares; 2026Q2: 15,073 shares 15,073 $2.32M 0.06% -8 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: 5,993 shares; 2024Q4: 5,873 shares; 2025Q1: 6,096 shares; 2025Q2: 6,102 shares; 2025Q3: 5,717 shares; 2025Q4: 5,842 shares; 2026Q1: 8,053 shares; 2026Q2: 9,051 shares 9,051 $2.31M 0.06% +998 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: 116,667 shares; 2024Q4: 116,253 shares; 2025Q1: 5,601 shares; 2025Q2: 4,959 shares; 2025Q3: 4,707 shares; 2025Q4: 4,713 shares; 2026Q1: 4,960 shares; 2026Q2: 5,557 shares 5,557 $2.31M 0.06% +597 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,934 shares; 2024Q4: 7,995 shares; 2025Q1: 7,976 shares; 2025Q2: 7,998 shares; 2025Q3: 8,204 shares; 2025Q4: 8,216 shares; 2026Q1: 8,308 shares; 2026Q2: 8,244 shares 8,244 $2.31M 0.06% -64 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,500 shares; 2024Q4: 38,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,099 shares; 2025Q3: 34,137 shares; 2025Q4: 32,150 shares; 2026Q1: 32,150 shares; 2026Q2: 27,137 shares 27,137 $2.28M 0.06% -5,013 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,132 shares; 2026Q1: 45,383 shares; 2026Q2: 68,072 shares 68,072 $2.27M 0.06% +22,689 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: 18,921 shares; 2024Q4: 18,226 shares; 2025Q1: 17,120 shares; 2025Q2: 20,961 shares; 2025Q3: 20,868 shares; 2025Q4: 20,351 shares; 2026Q1: 20,026 shares; 2026Q2: 19,120 shares 19,120 $2.25M 0.05% -906 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,779 shares; 2024Q4: 8,618 shares; 2025Q1: 10,321 shares; 2025Q2: 12,464 shares; 2025Q3: 12,480 shares; 2025Q4: 12,197 shares; 2026Q1: 11,978 shares; 2026Q2: 21,814 shares 21,814 $2.25M 0.05% +9,836 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: 17,366 shares; 2024Q4: 17,521 shares; 2025Q1: 15,989 shares; 2025Q2: 12,923 shares; 2025Q3: 11,317 shares; 2025Q4: 11,579 shares; 2026Q1: 13,044 shares; 2026Q2: 11,739 shares 11,739 $2.24M 0.05% -1,305 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: 8,863 shares; 2024Q4: 3,775 shares; 2025Q1: 4,188 shares; 2025Q2: 5,258 shares; 2025Q3: 5,132 shares; 2025Q4: 5,508 shares; 2026Q1: 7,149 shares; 2026Q2: 11,114 shares 11,114 $2.23M 0.05% +3,965 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: not reported; 2026Q2: 11,737 shares 11,737 $2.23M 0.05% new 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: 29,828 shares; 2024Q4: 30,110 shares; 2025Q1: 28,839 shares; 2025Q2: 29,384 shares; 2025Q3: 32,612 shares; 2025Q4: 31,522 shares; 2026Q1: 30,527 shares; 2026Q2: 29,755 shares 29,755 $2.14M 0.05% -772 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: 2,227 shares; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares; 2025Q2: 10,597 shares; 2025Q3: 11,389 shares; 2025Q4: 8,047 shares; 2026Q1: 8,009 shares; 2026Q2: 5,804 shares 5,804 $2.14M 0.05% -2,205 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,745 shares; 2024Q4: 5,423 shares; 2025Q1: 5,519 shares; 2025Q2: 5,563 shares; 2025Q3: 7,390 shares; 2025Q4: 7,347 shares; 2026Q1: 7,011 shares; 2026Q2: 7,844 shares 7,844 $2.12M 0.05% +833 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: 2,709 shares; 2024Q4: 2,720 shares; 2025Q1: 3,096 shares; 2025Q2: 3,127 shares; 2025Q3: 3,060 shares; 2025Q4: 3,147 shares; 2026Q1: 3,614 shares; 2026Q2: 4,250 shares 4,250 $2.09M 0.05% +636 Timeline SPTM 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: 21,620 shares; 2025Q2: 23,166 shares; 2025Q3: 23,142 shares; 2025Q4: 23,152 shares; 2026Q1: 23,101 shares; 2026Q2: 22,891 shares 22,891 $2.08M 0.05% -210 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: 8,527 shares; 2024Q4: 8,113 shares; 2025Q1: 8,171 shares; 2025Q2: 8,328 shares; 2025Q3: 7,279 shares; 2025Q4: 7,344 shares; 2026Q1: 6,932 shares; 2026Q2: 22,629 shares 22,629 $2.05M 0.05% +15,697 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,312 shares; 2024Q4: 9,115 shares; 2025Q1: 9,300 shares; 2025Q2: 9,220 shares; 2025Q3: 10,039 shares; 2025Q4: 9,653 shares; 2026Q1: 9,301 shares; 2026Q2: 8,981 shares 8,981 $2.01M 0.05% -320 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: 35,427 shares; 2024Q4: 34,977 shares; 2025Q1: 29,229 shares; 2025Q2: 32,229 shares; 2025Q3: 31,076 shares; 2025Q4: 30,518 shares; 2026Q1: 28,031 shares; 2026Q2: 28,170 shares 28,170 $2.01M 0.05% +139 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,246 shares; 2024Q4: 4,246 shares; 2025Q1: 4,731 shares; 2025Q2: 4,731 shares; 2025Q3: 4,731 shares; 2025Q4: 4,746 shares; 2026Q1: 4,791 shares; 2026Q2: 4,797 shares 4,797 $2M 0.05% +6 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 36,065 shares; 2025Q4: 34,682 shares; 2026Q1: 28,026 shares; 2026Q2: 30,003 shares 30,003 $1.99M 0.05% +1,977 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: 14,748 shares; 2024Q4: 16,209 shares; 2025Q1: 16,210 shares; 2025Q2: 16,963 shares; 2025Q3: 11,537 shares; 2025Q4: 11,521 shares; 2026Q1: 11,610 shares; 2026Q2: 11,623 shares 11,623 $1.98M 0.05% +13 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,022 shares 42,022 $1.97M 0.05% new 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: 9,741 shares; 2024Q4: 9,187 shares; 2025Q1: 8,130 shares; 2025Q2: 6,551 shares; 2025Q3: 5,613 shares; 2025Q4: 5,286 shares; 2026Q1: 4,882 shares; 2026Q2: 4,844 shares 4,844 $1.92M 0.05% -38 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,838 shares; 2024Q4: 20,077 shares; 2025Q1: 21,480 shares; 2025Q2: 22,166 shares; 2025Q3: 23,098 shares; 2025Q4: 12,979 shares; 2026Q1: 13,431 shares; 2026Q2: 15,261 shares 15,261 $1.88M 0.05% +1,830 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,620 shares 37,620 $1.88M 0.05% new Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,399 shares; 2026Q2: 24,025 shares 24,025 $1.87M 0.05% +626 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: 14,875 shares; 2024Q4: 13,785 shares; 2025Q1: 12,496 shares; 2025Q2: 10,451 shares; 2025Q3: 9,955 shares; 2025Q4: 9,637 shares; 2026Q1: 8,357 shares; 2026Q2: 8,664 shares 8,664 $1.84M 0.04% +307 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: not reported; 2024Q4: not reported; 2025Q1: 9,336 shares; 2025Q2: 20,473 shares; 2025Q3: 20,209 shares; 2025Q4: 20,000 shares; 2026Q1: 19,255 shares; 2026Q2: 15,744 shares 15,744 $1.84M 0.04% -3,511 Timeline FNB F N B CORP More: the full row for F N B 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: 96,345 shares 96,345 $1.84M 0.04% new 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: 112,424 shares; 2024Q4: 111,504 shares; 2025Q1: 6,196 shares; 2025Q2: 4,407 shares; 2025Q3: 6,118 shares; 2025Q4: 6,715 shares; 2026Q1: 7,683 shares; 2026Q2: 8,478 shares 8,478 $1.84M 0.04% +795 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: 23,492 shares; 2024Q4: 24,759 shares; 2025Q1: 14,481 shares; 2025Q2: 14,013 shares; 2025Q3: 13,824 shares; 2025Q4: 15,822 shares; 2026Q1: 18,851 shares; 2026Q2: 18,516 shares 18,516 $1.83M 0.04% -335 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,877 shares; 2026Q1: 38,061 shares; 2026Q2: 46,638 shares 46,638 $1.83M 0.04% +8,577 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: 18,975 shares; 2024Q4: 18,591 shares; 2025Q1: 18,536 shares; 2025Q2: 22,506 shares; 2025Q3: 31,589 shares; 2025Q4: 31,714 shares; 2026Q1: 31,485 shares; 2026Q2: 35,707 shares 35,707 $1.82M 0.04% +4,222 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,472 shares; 2024Q4: 41,511 shares; 2025Q1: 41,516 shares; 2025Q2: 37,318 shares; 2025Q3: 35,845 shares; 2025Q4: 23,054 shares; 2026Q1: 21,918 shares; 2026Q2: 21,387 shares 21,387 $1.81M 0.04% -531 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,116 shares; 2024Q4: 18,623 shares; 2025Q1: 18,383 shares; 2025Q2: 17,995 shares; 2025Q3: 18,073 shares; 2025Q4: 18,075 shares; 2026Q1: 15,902 shares; 2026Q2: 31,873 shares 31,873 $1.79M 0.04% +15,971 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: 34,908 shares; 2024Q4: 37,694 shares; 2025Q1: 39,974 shares; 2025Q2: 39,730 shares; 2025Q3: 39,068 shares; 2025Q4: 38,861 shares; 2026Q1: 41,585 shares; 2026Q2: 31,706 shares 31,706 $1.79M 0.04% -9,879 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: 24,067 shares; 2024Q4: 28,819 shares; 2025Q1: 23,460 shares; 2025Q2: 21,846 shares; 2025Q3: 23,101 shares; 2025Q4: 22,589 shares; 2026Q1: 19,055 shares; 2026Q2: 36,619 shares 36,619 $1.78M 0.04% +17,564 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,800 shares; 2025Q4: 20,743 shares; 2026Q1: 23,738 shares; 2026Q2: 33,407 shares 33,407 $1.77M 0.04% +9,669 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,518 shares; 2024Q4: 17,923 shares; 2025Q1: 18,230 shares; 2025Q2: 20,146 shares; 2025Q3: 19,987 shares; 2025Q4: 20,339 shares; 2026Q1: 11,182 shares; 2026Q2: 11,289 shares 11,289 $1.75M 0.04% +107 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,167 shares; 2024Q4: 7,996 shares; 2025Q1: 7,843 shares; 2025Q2: 6,764 shares; 2025Q3: 6,765 shares; 2025Q4: 6,813 shares; 2026Q1: 7,161 shares; 2026Q2: 7,332 shares 7,332 $1.74M 0.04% +171 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: 12,970 shares; 2024Q4: 10,844 shares; 2025Q1: 10,903 shares; 2025Q2: 10,987 shares; 2025Q3: 11,048 shares; 2025Q4: 10,989 shares; 2026Q1: 11,364 shares; 2026Q2: 11,372 shares 11,372 $1.73M 0.04% +8 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: 6,599 shares; 2024Q4: 3,825 shares; 2025Q1: 3,990 shares; 2025Q2: 4,205 shares; 2025Q3: 3,850 shares; 2025Q4: 4,234 shares; 2026Q1: 8,587 shares; 2026Q2: 11,771 shares 11,771 $1.7M 0.04% +3,184 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: 14,754 shares; 2024Q4: 14,153 shares; 2025Q1: 13,352 shares; 2025Q2: 15,061 shares; 2025Q3: 15,683 shares; 2025Q4: 16,280 shares; 2026Q1: 15,591 shares; 2026Q2: 17,333 shares 17,333 $1.67M 0.04% +1,742 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,720 shares; 2025Q4: 34,320 shares; 2026Q1: 33,370 shares; 2026Q2: 33,610 shares 33,610 $1.67M 0.04% +240 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: 19,047 shares; 2024Q4: 19,803 shares; 2025Q1: 14,323 shares; 2025Q2: 14,284 shares; 2025Q3: 14,144 shares; 2025Q4: 15,011 shares; 2026Q1: 15,074 shares; 2026Q2: 15,110 shares 15,110 $1.67M 0.04% +36 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: 6,212 shares; 2024Q4: 5,964 shares; 2025Q1: 5,786 shares; 2025Q2: 5,819 shares; 2025Q3: 6,143 shares; 2025Q4: 6,482 shares; 2026Q1: 6,227 shares; 2026Q2: 7,038 shares 7,038 $1.67M 0.04% +811 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,506 shares 56,506 $1.65M 0.04% new 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: not reported; 2025Q4: 4,147 shares; 2026Q1: 8,309 shares; 2026Q2: 12,037 shares 12,037 $1.62M 0.04% +3,728 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,515 shares; 2025Q4: 2,515 shares; 2026Q1: 2,065 shares; 2026Q2: 8,059 shares 8,059 $1.56M 0.04% +5,994 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080 shares; 2024Q4: 1,139 shares; 2025Q1: 1,076 shares; 2025Q2: 1,128 shares; 2025Q3: 943 shares; 2025Q4: 956 shares; 2026Q1: 1,003 shares; 2026Q2: 12,502 shares 12,502 $1.55M 0.04% +11,499 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: 2,216 shares; 2026Q2: 2,423 shares 2,423 $1.55M 0.04% +207 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,975 shares; 2024Q4: 6,224 shares; 2025Q1: 5,971 shares; 2025Q2: 5,960 shares; 2025Q3: 5,680 shares; 2025Q4: 4,153 shares; 2026Q1: 4,127 shares; 2026Q2: 5,040 shares 5,040 $1.54M 0.04% +913 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,020 shares; 2026Q1: 1,281 shares; 2026Q2: 1,595 shares 1,595 $1.54M 0.04% +314 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: 7,010 shares; 2024Q4: 9,680 shares; 2025Q1: 10,678 shares; 2025Q2: 12,731 shares; 2025Q3: 12,993 shares; 2025Q4: 12,787 shares; 2026Q1: 15,184 shares; 2026Q2: 13,146 shares 13,146 $1.53M 0.04% -2,038 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: 4,823 shares; 2024Q4: 4,813 shares; 2025Q1: 4,893 shares; 2025Q2: 4,917 shares; 2025Q3: 4,866 shares; 2025Q4: 3,999 shares; 2026Q1: 4,431 shares; 2026Q2: 5,327 shares 5,327 $1.52M 0.04% +896 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: 2,129 shares; 2024Q4: 2,022 shares; 2025Q1: 2,028 shares; 2025Q2: 2,051 shares; 2025Q3: 2,419 shares; 2025Q4: 2,941 shares; 2026Q1: 2,855 shares; 2026Q2: 2,880 shares 2,880 $1.5M 0.04% +25 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 914 shares; 2025Q3: 4,691 shares; 2025Q4: 4,659 shares; 2026Q1: 4,961 shares; 2026Q2: 4,729 shares 4,729 $1.5M 0.04% -232 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,336 shares; 2024Q4: 3,519 shares; 2025Q1: 4,827 shares; 2025Q2: 4,605 shares; 2025Q3: 4,584 shares; 2025Q4: 4,208 shares; 2026Q1: 3,415 shares; 2026Q2: 11,394 shares 11,394 $1.5M 0.04% +7,979 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,929 shares; 2024Q4: 11,653 shares; 2025Q1: 12,192 shares; 2025Q2: 12,276 shares; 2025Q3: 11,970 shares; 2025Q4: 11,887 shares; 2026Q1: 13,635 shares; 2026Q2: 14,355 shares 14,355 $1.49M 0.04% +720 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,774 shares; 2025Q3: 4,209 shares; 2025Q4: 4,180 shares; 2026Q1: 3,610 shares; 2026Q2: 15,377 shares 15,377 $1.49M 0.04% +11,767 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: 5,090 shares; 2024Q4: 5,090 shares; 2025Q1: 5,030 shares; 2025Q2: 4,674 shares; 2025Q3: 4,644 shares; 2025Q4: 3,744 shares; 2026Q1: 3,773 shares; 2026Q2: 3,717 shares 3,717 $1.47M 0.04% -56 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,696 shares; 2024Q4: 12,134 shares; 2025Q1: 12,009 shares; 2025Q2: 12,563 shares; 2025Q3: 13,766 shares; 2025Q4: 13,535 shares; 2026Q1: 13,894 shares; 2026Q2: 13,336 shares 13,336 $1.46M 0.04% -558 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 920 shares; 2024Q4: 930 shares; 2025Q1: 921 shares; 2025Q2: 956 shares; 2025Q3: 2,146 shares; 2025Q4: 2,238 shares; 2026Q1: 3,031 shares; 2026Q2: 3,150 shares 3,150 $1.45M 0.04% +119 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: 4,278 shares; 2024Q4: 4,535 shares; 2025Q1: 4,505 shares; 2025Q2: 4,556 shares; 2025Q3: 4,443 shares; 2025Q4: 4,505 shares; 2026Q1: 4,818 shares; 2026Q2: 5,885 shares 5,885 $1.44M 0.04% +1,067 Timeline GEW 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: 26,199 shares; 2025Q4: 26,199 shares; 2026Q1: 26,199 shares; 2026Q2: 26,199 shares 26,199 $1.43M 0.03% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,553 shares; 2024Q4: 43,037 shares; 2025Q1: 46,258 shares; 2025Q2: 48,267 shares; 2025Q3: 52,158 shares; 2025Q4: 52,304 shares; 2026Q1: 53,450 shares; 2026Q2: 18,109 shares 18,109 $1.42M 0.03% -35,341 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: 12,672 shares; 2024Q4: 9,162 shares; 2025Q1: 8,268 shares; 2025Q2: 7,506 shares; 2025Q3: 9,353 shares; 2025Q4: 8,403 shares; 2026Q1: 6,027 shares; 2026Q2: 8,568 shares 8,568 $1.41M 0.03% +2,541 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,807 shares; 2024Q4: 41,901 shares; 2025Q1: 45,506 shares; 2025Q2: 45,774 shares; 2025Q3: 46,156 shares; 2025Q4: 46,584 shares; 2026Q1: 49,036 shares; 2026Q2: 31,947 shares 31,947 $1.4M 0.03% -17,089 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: 16,992 shares; 2024Q4: 36,051 shares; 2025Q1: 32,520 shares; 2025Q2: 34,973 shares; 2025Q3: 33,619 shares; 2025Q4: 32,137 shares; 2026Q1: 31,102 shares; 2026Q2: 30,286 shares 30,286 $1.4M 0.03% -816 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,182 shares; 2024Q4: 14,110 shares; 2025Q1: 14,128 shares; 2025Q2: 14,149 shares; 2025Q3: 13,920 shares; 2025Q4: 11,778 shares; 2026Q1: 11,789 shares; 2026Q2: 11,800 shares 11,800 $1.39M 0.03% +11 Timeline PFF 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: 44,612 shares 44,612 $1.36M 0.03% new 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: 4,072 shares; 2024Q4: 4,118 shares; 2025Q1: 4,142 shares; 2025Q2: 4,429 shares; 2025Q3: 4,775 shares; 2025Q4: 4,923 shares; 2026Q1: 4,887 shares; 2026Q2: 5,053 shares 5,053 $1.36M 0.03% +166 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,886 shares; 2024Q4: 34,413 shares; 2025Q1: 34,413 shares; 2025Q2: 34,413 shares; 2025Q3: 34,413 shares; 2025Q4: 34,413 shares; 2026Q1: 33,391 shares; 2026Q2: 33,391 shares 33,391 $1.35M 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 31,437 shares; 2025Q2: 32,536 shares; 2025Q3: 33,534 shares; 2025Q4: 32,065 shares; 2026Q1: 36,016 shares; 2026Q2: 26,018 shares 26,018 $1.35M 0.03% -9,998 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,870 shares; 2024Q4: 82,943 shares; 2025Q1: 82,885 shares; 2025Q2: 85,149 shares; 2025Q3: 86,372 shares; 2025Q4: 33,111 shares; 2026Q1: 30,278 shares; 2026Q2: 34,541 shares 34,541 $1.32M 0.03% +4,263 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: 2,381 shares; 2025Q1: 2,360 shares; 2025Q2: 2,768 shares; 2025Q3: 2,829 shares; 2025Q4: 2,514 shares; 2026Q1: 3,114 shares; 2026Q2: 3,198 shares 3,198 $1.3M 0.03% +84 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 605 shares; 2026Q2: 644 shares 644 $1.28M 0.03% +39 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,142 shares; 2024Q4: 16,187 shares; 2025Q1: 16,730 shares; 2025Q2: 17,198 shares; 2025Q3: 9,376 shares; 2025Q4: 8,883 shares; 2026Q1: 9,883 shares; 2026Q2: 6,088 shares 6,088 $1.25M 0.03% -3,795 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: 1,605 shares; 2024Q4: 1,868 shares; 2025Q1: 1,870 shares; 2025Q2: 1,942 shares; 2025Q3: 2,159 shares; 2025Q4: 1,920 shares; 2026Q1: 1,921 shares; 2026Q2: 3,401 shares 3,401 $1.24M 0.03% +1,480 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,644 shares; 2024Q4: 2,597 shares; 2025Q1: 2,565 shares; 2025Q2: 3,260 shares; 2025Q3: 4,001 shares; 2025Q4: 4,185 shares; 2026Q1: 5,767 shares; 2026Q2: 4,816 shares 4,816 $1.23M 0.03% -951 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,134 shares; 2024Q4: 107,242 shares; 2025Q1: 2,683 shares; 2025Q2: 2,282 shares; 2025Q3: 2,294 shares; 2025Q4: 2,544 shares; 2026Q1: 3,802 shares; 2026Q2: 3,702 shares 3,702 $1.22M 0.03% -100 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: 1,138 shares; 2025Q1: 1,140 shares; 2025Q2: 1,342 shares; 2025Q3: 1,207 shares; 2025Q4: 1,234 shares; 2026Q1: 1,294 shares; 2026Q2: 5,022 shares 5,022 $1.22M 0.03% +3,728 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,557 shares; 2024Q4: 6,720 shares; 2025Q1: 6,733 shares; 2025Q2: 6,749 shares; 2025Q3: 6,764 shares; 2025Q4: 6,783 shares; 2026Q1: 6,794 shares; 2026Q2: 6,804 shares 6,804 $1.22M 0.03% +10 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: 9,274 shares; 2024Q4: 12,511 shares; 2025Q1: 12,452 shares; 2025Q2: 12,973 shares; 2025Q3: 12,591 shares; 2025Q4: 13,088 shares; 2026Q1: 16,763 shares; 2026Q2: 19,300 shares 19,300 $1.21M 0.03% +2,537 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,780 shares; 2026Q1: 82,307 shares; 2026Q2: 82,107 shares 82,107 $1.19M 0.03% -200 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,497 shares; 2024Q4: 7,518 shares; 2025Q1: 7,526 shares; 2025Q2: 7,567 shares; 2025Q3: 7,554 shares; 2025Q4: 7,529 shares; 2026Q1: 7,548 shares; 2026Q2: 7,251 shares 7,251 $1.18M 0.03% -297 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,824 shares; 2025Q3: 33,918 shares; 2025Q4: 36,843 shares; 2026Q1: 38,943 shares; 2026Q2: 40,113 shares 40,113 $1.18M 0.03% +1,170 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: 11,878 shares; 2024Q4: 19,987 shares; 2025Q1: 19,119 shares; 2025Q2: 18,081 shares; 2025Q3: 18,574 shares; 2025Q4: 17,465 shares; 2026Q1: 13,262 shares; 2026Q2: 17,184 shares 17,184 $1.17M 0.03% +3,922 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,820 shares; 2024Q4: 3,820 shares; 2025Q1: 3,820 shares; 2025Q2: 3,820 shares; 2025Q3: 3,804 shares; 2025Q4: 3,746 shares; 2026Q1: 3,690 shares; 2026Q2: 12,150 shares 12,150 $1.17M 0.03% +8,460 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,540 shares; 2024Q4: 3,586 shares; 2025Q1: 3,563 shares; 2025Q2: 4,304 shares; 2025Q3: 4,042 shares; 2025Q4: 4,252 shares; 2026Q1: 4,238 shares; 2026Q2: 4,179 shares 4,179 $1.16M 0.03% -59 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: 7,287 shares; 2024Q4: 5,623 shares; 2025Q1: 8,325 shares; 2025Q2: 11,130 shares; 2025Q3: 20,432 shares; 2025Q4: 20,346 shares; 2026Q1: 17,644 shares; 2026Q2: 16,045 shares 16,045 $1.16M 0.03% -1,599 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,162 shares; 2024Q4: 16,464 shares; 2025Q1: 20,656 shares; 2025Q2: 24,896 shares; 2025Q3: 21,663 shares; 2025Q4: 23,705 shares; 2026Q1: 23,013 shares; 2026Q2: 22,866 shares 22,866 $1.15M 0.03% -147 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,358 shares; 2024Q4: 3,358 shares; 2025Q1: 3,358 shares; 2025Q2: 3,358 shares; 2025Q3: 3,358 shares; 2025Q4: 3,358 shares; 2026Q1: 3,358 shares; 2026Q2: 3,358 shares 3,358 $1.14M 0.03% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,269 shares; 2024Q4: 2,281 shares; 2025Q1: 2,274 shares; 2025Q2: 2,280 shares; 2025Q3: 2,285 shares; 2025Q4: 2,294 shares; 2026Q1: 2,173 shares; 2026Q2: 2,172 shares 2,172 $1.14M 0.03% -1 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: 3,398 shares; 2025Q4: 3,398 shares; 2026Q1: 2,251 shares; 2026Q2: 2,099 shares 2,099 $1.12M 0.03% -152 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,242 shares; 2024Q4: 3,295 shares; 2025Q1: 3,295 shares; 2025Q2: 3,193 shares; 2025Q3: 1,433 shares; 2025Q4: 2,067 shares; 2026Q1: 2,093 shares; 2026Q2: 2,258 shares 2,258 $1.12M 0.03% +165 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,300 shares; 2024Q4: 6,304 shares; 2025Q1: 7,071 shares; 2025Q2: 17,950 shares; 2025Q3: 37,326 shares; 2025Q4: 36,981 shares; 2026Q1: 26,963 shares; 2026Q2: 22,520 shares 22,520 $1.09M 0.03% -4,443 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,831 shares; 2024Q4: 9,831 shares; 2025Q1: 9,829 shares; 2025Q2: 9,833 shares; 2025Q3: 9,830 shares; 2025Q4: 9,993 shares; 2026Q1: 10,059 shares; 2026Q2: 9,713 shares 9,713 $1.08M 0.03% -346 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,343 shares; 2025Q3: 6,195 shares; 2025Q4: 19,255 shares; 2026Q1: 18,594 shares; 2026Q2: 17,371 shares 17,371 $1.08M 0.03% -1,223 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,119 shares; 2025Q4: 7,319 shares; 2026Q1: 8,177 shares; 2026Q2: 10,059 shares 10,059 $1.08M 0.03% +1,882 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: 9,007 shares; 2024Q4: 8,695 shares; 2025Q1: 8,726 shares; 2025Q2: 8,762 shares; 2025Q3: 8,819 shares; 2025Q4: 8,703 shares; 2026Q1: 7,247 shares; 2026Q2: 7,269 shares 7,269 $1.07M 0.03% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,884 shares 9,884 $1.07M 0.03% new 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: 24,837 shares; 2024Q4: 45,618 shares; 2025Q1: 50,502 shares; 2025Q2: 52,371 shares; 2025Q3: 75,169 shares; 2025Q4: 87,867 shares; 2026Q1: 79,870 shares; 2026Q2: 55,930 shares 55,930 $1.05M 0.03% -23,940 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,954 shares; 2024Q4: 20,741 shares; 2025Q1: 16,152 shares; 2025Q2: 12,114 shares; 2025Q3: 8,243 shares; 2025Q4: 7,298 shares; 2026Q1: 7,991 shares; 2026Q2: 24,970 shares 24,970 $1.03M 0.03% +16,979 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,013 shares; 2026Q2: 4,310 shares 4,310 $1.02M 0.02% +3,297 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,016 shares; 2025Q4: 10,747 shares; 2026Q1: 14,955 shares; 2026Q2: 22,395 shares 22,395 $1.02M 0.02% +7,440 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: 26,572 shares; 2024Q4: 27,784 shares; 2025Q1: 21,580 shares; 2025Q2: 38,290 shares; 2025Q3: 55,097 shares; 2025Q4: 56,255 shares; 2026Q1: 43,472 shares; 2026Q2: 48,920 shares 48,920 $1.01M 0.02% +5,448 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: 2,206 shares; 2026Q2: 2,092 shares 2,092 $1.01M 0.02% -114 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,063 shares; 2024Q4: 8,066 shares; 2025Q1: 8,026 shares; 2025Q2: 7,723 shares; 2025Q3: 8,102 shares; 2025Q4: 7,148 shares; 2026Q1: 7,102 shares; 2026Q2: 6,935 shares 6,935 $1M 0.02% -167 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 422 shares; 2026Q2: 438 shares 438 $996K 0.02% +16 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,851 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,632 shares; 2026Q1: 6,146 shares; 2026Q2: 6,913 shares 6,913 $989K 0.02% +767 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,215 shares; 2025Q4: 1,440 shares; 2026Q1: 2,530 shares; 2026Q2: 3,953 shares 3,953 $988K 0.02% +1,423 Timeline JGLO 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: 323,122 shares; 2024Q4: 348,858 shares; 2025Q1: 376,446 shares; 2025Q2: 327,209 shares; 2025Q3: 286,676 shares; 2025Q4: 17,667 shares; 2026Q1: 15,574 shares; 2026Q2: 13,724 shares 13,724 $977K 0.02% -1,850 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: 1,745 shares; 2024Q4: 1,810 shares; 2025Q1: 1,809 shares; 2025Q2: 1,979 shares; 2025Q3: 2,042 shares; 2025Q4: 1,632 shares; 2026Q1: 1,619 shares; 2026Q2: 3,972 shares 3,972 $965K 0.02% +2,353 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: 13,545 shares; 2024Q4: 13,042 shares; 2025Q1: 12,562 shares; 2025Q2: 16,024 shares; 2025Q3: 20,844 shares; 2025Q4: 20,996 shares; 2026Q1: 18,981 shares; 2026Q2: 17,568 shares 17,568 $952K 0.02% -1,413 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: 14,970 shares; 2024Q4: 15,076 shares; 2025Q1: 15,302 shares; 2025Q2: 16,340 shares; 2025Q3: 16,077 shares; 2025Q4: 16,238 shares; 2026Q1: 12,881 shares; 2026Q2: 13,071 shares 13,071 $952K 0.02% +190 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729 shares; 2024Q4: 663 shares; 2025Q1: 609 shares; 2025Q2: 617 shares; 2025Q3: 618 shares; 2025Q4: 607 shares; 2026Q1: 579 shares; 2026Q2: 698 shares 698 $950K 0.02% +119 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: 9,272 shares; 2024Q4: 9,279 shares; 2025Q1: 9,227 shares; 2025Q2: 10,038 shares; 2025Q3: 16,279 shares; 2025Q4: 16,898 shares; 2026Q1: 17,213 shares; 2026Q2: 17,683 shares 17,683 $948K 0.02% +470 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,306 shares; 2024Q4: 4,306 shares; 2025Q1: 4,306 shares; 2025Q2: 6,886 shares; 2025Q3: 12,275 shares; 2025Q4: 11,655 shares; 2026Q1: 9,815 shares; 2026Q2: 8,225 shares 8,225 $945K 0.02% -1,590 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,348 shares; 2025Q2: not reported; 2025Q3: 5,623 shares; 2025Q4: not reported; 2026Q1: 10,393 shares; 2026Q2: 19,353 shares 19,353 $940K 0.02% +8,960 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,089 shares; 2024Q4: 16,631 shares; 2025Q1: 14,570 shares; 2025Q2: 16,086 shares; 2025Q3: 16,483 shares; 2025Q4: 15,257 shares; 2026Q1: 14,437 shares; 2026Q2: 16,072 shares 16,072 $930K 0.02% +1,635 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,446 shares; 2024Q4: 3,479 shares; 2025Q1: 3,448 shares; 2025Q2: 3,727 shares; 2025Q3: 3,912 shares; 2025Q4: 3,817 shares; 2026Q1: 3,817 shares; 2026Q2: 4,197 shares 4,197 $928K 0.02% +380 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,591 shares; 2024Q4: 1,459 shares; 2025Q1: 1,491 shares; 2025Q2: 627 shares; 2025Q3: 567 shares; 2025Q4: 565 shares; 2026Q1: 523 shares; 2026Q2: 814 shares 814 $922K 0.02% +291 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: 2,150 shares; 2024Q4: 1,942 shares; 2025Q1: 1,592 shares; 2025Q2: 1,203 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 754 shares; 2026Q2: 2,375 shares 2,375 $918K 0.02% +1,621 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: 95,229 shares; 2024Q4: 70,262 shares; 2025Q1: 70,761 shares; 2025Q2: 33,133 shares; 2025Q3: 41,747 shares; 2025Q4: 41,584 shares; 2026Q1: 39,508 shares; 2026Q2: 51,102 shares 51,102 $906K 0.02% +11,594 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,518 shares 31,518 $900K 0.02% new Timeline NBFR 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: 22,724 shares; 2026Q2: 32,958 shares 32,958 $898K 0.02% +10,234 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: 5,672 shares; 2024Q4: 5,672 shares; 2025Q1: 5,583 shares; 2025Q2: 5,583 shares; 2025Q3: 13,220 shares; 2025Q4: 10,221 shares; 2026Q1: 10,949 shares; 2026Q2: 10,893 shares 10,893 $894K 0.02% -56 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,326 shares; 2024Q4: 12,224 shares; 2025Q1: 14,585 shares; 2025Q2: 18,017 shares; 2025Q3: 19,033 shares; 2025Q4: 9,403 shares; 2026Q1: 10,904 shares; 2026Q2: 9,731 shares 9,731 $893K 0.02% -1,173 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,253 shares; 2025Q1: 2,692 shares; 2025Q2: 5,642 shares; 2025Q3: 4,521 shares; 2025Q4: 4,901 shares; 2026Q1: 5,619 shares; 2026Q2: 3,044 shares 3,044 $892K 0.02% -2,575 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,786 shares; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 1,908 shares; 2025Q4: 1,781 shares; 2026Q1: 5,217 shares; 2026Q2: 5,245 shares 5,245 $884K 0.02% +28 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: not reported; 2024Q4: 950 shares; 2025Q1: not reported; 2025Q2: 840 shares; 2025Q3: 1,165 shares; 2025Q4: 2,946 shares; 2026Q1: 4,055 shares; 2026Q2: 5,243 shares 5,243 $879K 0.02% +1,188 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,119 shares; 2024Q4: 26,954 shares; 2025Q1: 28,855 shares; 2025Q2: 28,267 shares; 2025Q3: 30,801 shares; 2025Q4: 31,280 shares; 2026Q1: 31,629 shares; 2026Q2: 32,039 shares 32,039 $876K 0.02% +410 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares; 2025Q4: 2,346 shares; 2026Q1: 2,337 shares; 2026Q2: 2,432 shares 2,432 $869K 0.02% +95 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: 3,623 shares; 2024Q4: 3,624 shares; 2025Q1: 3,625 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: 3,628 shares; 2026Q1: 3,422 shares; 2026Q2: 3,438 shares 3,438 $867K 0.02% +16 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,570 shares; 2026Q2: 11,136 shares 11,136 $866K 0.02% -434 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,566 shares; 2025Q4: 1,701 shares; 2026Q1: 1,762 shares; 2026Q2: 1,964 shares 1,964 $848K 0.02% +202 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,926 shares; 2025Q2: 9,142 shares; 2025Q3: 9,023 shares; 2025Q4: 9,023 shares; 2026Q1: 8,612 shares; 2026Q2: 8,612 shares 8,612 $846K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 278 shares; 2026Q1: 258 shares; 2026Q2: 2,799 shares 2,799 $845K 0.02% +2,541 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,232 shares; 2024Q4: 2,152 shares; 2025Q1: 2,077 shares; 2025Q2: 1,802 shares; 2025Q3: 1,807 shares; 2025Q4: 1,773 shares; 2026Q1: 1,768 shares; 2026Q2: 10,222 shares 10,222 $845K 0.02% +8,454 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,819 shares; 2024Q4: 6,854 shares; 2025Q1: 6,854 shares; 2025Q2: 6,946 shares; 2025Q3: 7,411 shares; 2025Q4: 7,542 shares; 2026Q1: 7,486 shares; 2026Q2: 7,602 shares 7,602 $832K 0.02% +116 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: 5,857 shares; 2024Q4: 5,588 shares; 2025Q1: 5,702 shares; 2025Q2: 5,976 shares; 2025Q3: 6,458 shares; 2025Q4: 6,436 shares; 2026Q1: 6,423 shares; 2026Q2: 3,695 shares 3,695 $823K 0.02% -2,728 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: 9,271 shares; 2024Q4: 8,818 shares; 2025Q1: 8,672 shares; 2025Q2: 8,900 shares; 2025Q3: 9,308 shares; 2025Q4: 8,299 shares; 2026Q1: 7,275 shares; 2026Q2: 8,287 shares 8,287 $815K 0.02% +1,012 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: 5,147 shares; 2024Q4: 4,825 shares; 2025Q1: 4,769 shares; 2025Q2: 2,987 shares; 2025Q3: 3,294 shares; 2025Q4: 2,928 shares; 2026Q1: 2,642 shares; 2026Q2: 4,405 shares 4,405 $810K 0.02% +1,763 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,809 shares; 2025Q3: 36,051 shares; 2025Q4: 47,049 shares; 2026Q1: 39,173 shares; 2026Q2: 43,063 shares 43,063 $809K 0.02% +3,890 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: 33,119 shares; 2024Q4: 32,197 shares; 2025Q1: 30,835 shares; 2025Q2: 31,314 shares; 2025Q3: 22,787 shares; 2025Q4: 26,199 shares; 2026Q1: 16,059 shares; 2026Q2: 17,022 shares 17,022 $809K 0.02% +963 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,874 shares; 2025Q1: not reported; 2025Q2: 2,802 shares; 2025Q3: 3,043 shares; 2025Q4: 3,094 shares; 2026Q1: 3,343 shares; 2026Q2: 2,671 shares 2,671 $796K 0.02% -672 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,553 shares; 2024Q4: 5,212 shares; 2025Q1: 5,092 shares; 2025Q2: 5,051 shares; 2025Q3: 5,149 shares; 2025Q4: 5,119 shares; 2026Q1: 5,104 shares; 2026Q2: 4,997 shares 4,997 $781K 0.02% -107 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: 12,213 shares; 2024Q4: 11,988 shares; 2025Q1: 11,811 shares; 2025Q2: 13,108 shares; 2025Q3: 14,743 shares; 2025Q4: 16,232 shares; 2026Q1: 29,150 shares; 2026Q2: 24,369 shares 24,369 $779K 0.02% -4,781 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,264 shares; 2025Q3: 8,750 shares; 2025Q4: 8,580 shares; 2026Q1: 7,805 shares; 2026Q2: 7,512 shares 7,512 $775K 0.02% -293 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; 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: 12,989 shares; 2026Q2: 11,980 shares 11,980 $769K 0.02% -1,009 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: not reported; 2024Q4: not reported; 2025Q1: 1,942 shares; 2025Q2: 2,508 shares; 2025Q3: 4,908 shares; 2025Q4: 4,920 shares; 2026Q1: 5,462 shares; 2026Q2: 5,674 shares 5,674 $769K 0.02% +212 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,851 shares; 2024Q4: 5,760 shares; 2025Q1: 5,427 shares; 2025Q2: 5,766 shares; 2025Q3: 6,308 shares; 2025Q4: 6,234 shares; 2026Q1: 7,049 shares; 2026Q2: 9,197 shares 9,197 $769K 0.02% +2,148 Timeline AON AON PLC More: the full row for AON 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: 1,358 shares; 2026Q2: 2,310 shares 2,310 $766K 0.02% +952 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,948 shares; 2025Q2: 22,340 shares; 2025Q3: 22,707 shares; 2025Q4: 22,620 shares; 2026Q1: 21,773 shares; 2026Q2: 25,999 shares 25,999 $764K 0.02% +4,226 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: 21,234 shares; 2024Q4: 12,298 shares; 2025Q1: 12,432 shares; 2025Q2: 12,569 shares; 2025Q3: 12,667 shares; 2025Q4: 29,761 shares; 2026Q1: 43,250 shares; 2026Q2: 36,703 shares 36,703 $760K 0.02% -6,547 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,767 shares; 2025Q3: 11,823 shares; 2025Q4: 11,882 shares; 2026Q1: 12,642 shares; 2026Q2: 12,703 shares 12,703 $753K 0.02% +61 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,270 shares; 2024Q4: 21,270 shares; 2025Q1: 21,270 shares; 2025Q2: 21,270 shares; 2025Q3: 21,270 shares; 2025Q4: 21,270 shares; 2026Q1: 21,812 shares; 2026Q2: 21,494 shares 21,494 $753K 0.02% -318 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,698 shares; 2024Q4: 47,811 shares; 2025Q1: 57,581 shares; 2025Q2: 58,858 shares; 2025Q3: 59,527 shares; 2025Q4: 52,962 shares; 2026Q1: 45,035 shares; 2026Q2: 45,877 shares 45,877 $751K 0.02% +842 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,044 shares; 2024Q4: 1,071 shares; 2025Q1: 1,179 shares; 2025Q2: 1,144 shares; 2025Q3: 905 shares; 2025Q4: 989 shares; 2026Q1: 2,710 shares; 2026Q2: 2,724 shares 2,724 $751K 0.02% +14 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,515 shares; 2024Q4: 7,886 shares; 2025Q1: 8,674 shares; 2025Q2: 8,116 shares; 2025Q3: 7,692 shares; 2025Q4: 9,150 shares; 2026Q1: 9,636 shares; 2026Q2: 10,346 shares 10,346 $741K 0.02% +710 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,781 shares; 2025Q4: 7,892 shares; 2026Q1: 8,766 shares; 2026Q2: 8,549 shares 8,549 $739K 0.02% -217 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: not reported; 2024Q4: not reported; 2025Q1: 5,553 shares; 2025Q2: 8,196 shares; 2025Q3: 10,855 shares; 2025Q4: 11,224 shares; 2026Q1: 10,456 shares; 2026Q2: 9,878 shares 9,878 $734K 0.02% -578 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,292 shares; 2026Q2: 4,322 shares 4,322 $733K 0.02% +30 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: 3,485 shares; 2024Q4: 3,353 shares; 2025Q1: 3,357 shares; 2025Q2: 3,561 shares; 2025Q3: 4,237 shares; 2025Q4: 4,269 shares; 2026Q1: 4,282 shares; 2026Q2: 4,911 shares 4,911 $728K 0.02% +629 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,721 shares; 2024Q4: 1,433 shares; 2025Q1: 1,164 shares; 2025Q2: 1,173 shares; 2025Q3: 1,189 shares; 2025Q4: 1,495 shares; 2026Q1: 1,535 shares; 2026Q2: 1,931 shares 1,931 $716K 0.02% +396 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,403 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,017 shares; 2025Q3: 15,017 shares; 2025Q4: 15,017 shares; 2026Q1: 15,017 shares; 2026Q2: 15,071 shares 15,071 $710K 0.02% +54 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,960 shares; 2024Q4: 19,936 shares; 2025Q1: 9,955 shares; 2025Q2: 8,661 shares; 2025Q3: 9,547 shares; 2025Q4: 9,696 shares; 2026Q1: 9,058 shares; 2026Q2: 9,090 shares 9,090 $705K 0.02% +32 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: 17,568 shares; 2024Q4: 17,170 shares; 2025Q1: 14,761 shares; 2025Q2: 14,848 shares; 2025Q3: 13,908 shares; 2025Q4: 15,080 shares; 2026Q1: 27,316 shares; 2026Q2: 20,247 shares 20,247 $705K 0.02% -7,069 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: 7,597 shares; 2024Q4: 7,606 shares; 2025Q1: 7,011 shares; 2025Q2: 7,098 shares; 2025Q3: 5,128 shares; 2025Q4: 5,538 shares; 2026Q1: 8,191 shares; 2026Q2: 9,745 shares 9,745 $704K 0.02% +1,554 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,651 shares; 2025Q4: 11,086 shares; 2026Q1: 11,886 shares; 2026Q2: 11,959 shares 11,959 $699K 0.02% +73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,025 shares; 2025Q4: 23,335 shares; 2026Q1: 23,335 shares; 2026Q2: 23,835 shares 23,835 $690K 0.02% +500 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,914 shares; 2024Q4: 2,341 shares; 2025Q1: 2,255 shares; 2025Q2: 3,554 shares; 2025Q3: 6,213 shares; 2025Q4: 6,710 shares; 2026Q1: 5,954 shares; 2026Q2: 5,041 shares 5,041 $690K 0.02% -913 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: 6,279 shares; 2024Q4: 5,281 shares; 2025Q1: 4,490 shares; 2025Q2: 5,137 shares; 2025Q3: 5,117 shares; 2025Q4: 5,131 shares; 2026Q1: 4,843 shares; 2026Q2: 25,132 shares 25,132 $689K 0.02% +20,289 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,471 shares; 2026Q2: 15,213 shares 15,213 $686K 0.02% +1,742 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; 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: 11,000 shares; 2026Q2: 37,200 shares 37,200 $686K 0.02% +26,200 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: 8,955 shares; 2024Q4: 8,648 shares; 2025Q1: 13,041 shares; 2025Q2: 5,853 shares; 2025Q3: 5,430 shares; 2025Q4: 5,346 shares; 2026Q1: 5,154 shares; 2026Q2: 8,540 shares 8,540 $683K 0.02% +3,386 Timeline IBFR 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: 8,032 shares; 2026Q2: 13,563 shares 13,563 $680K 0.02% +5,531 Timeline BANK OF AMER CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 326 shares; 2025Q4: 361 shares; 2026Q1: 398 shares; 2026Q2: 542 shares 542 $680K 0.02% +144 FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,041 shares; 2024Q4: 4,945 shares; 2025Q1: 4,870 shares; 2025Q2: 4,870 shares; 2025Q3: 4,870 shares; 2025Q4: 4,870 shares; 2026Q1: 4,870 shares; 2026Q2: 4,840 shares 4,840 $677K 0.02% -30 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,685 shares; 2024Q4: 3,829 shares; 2025Q1: 3,840 shares; 2025Q2: 3,968 shares; 2025Q3: 5,194 shares; 2025Q4: 5,481 shares; 2026Q1: 4,888 shares; 2026Q2: 6,046 shares 6,046 $669K 0.02% +1,158 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,917 shares; 2024Q4: 4,842 shares; 2025Q1: 10,014 shares; 2025Q2: 18,909 shares; 2025Q3: 21,932 shares; 2025Q4: 20,491 shares; 2026Q1: 20,694 shares; 2026Q2: 15,831 shares 15,831 $667K 0.02% -4,863 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,263 shares; 2024Q4: 26,282 shares; 2025Q1: 22,165 shares; 2025Q2: 22,273 shares; 2025Q3: 22,287 shares; 2025Q4: 22,287 shares; 2026Q1: 22,829 shares; 2026Q2: 24,959 shares 24,959 $665K 0.02% +2,130 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: 2,225 shares; 2026Q2: 2,291 shares 2,291 $663K 0.02% +66 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 4,212 shares; 2026Q2: 4,044 shares 4,044 $660K 0.02% -168 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: 2,734 shares; 2024Q4: 2,815 shares; 2025Q1: 2,632 shares; 2025Q2: 2,767 shares; 2025Q3: 2,698 shares; 2025Q4: 2,702 shares; 2026Q1: 4,806 shares; 2026Q2: 5,201 shares 5,201 $657K 0.02% +395 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 682 shares; 2026Q2: 1,061 shares 1,061 $655K 0.02% +379 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,091 shares; 2024Q4: 5,850 shares; 2025Q1: 5,891 shares; 2025Q2: 6,406 shares; 2025Q3: 5,980 shares; 2025Q4: 6,054 shares; 2026Q1: 5,831 shares; 2026Q2: 5,253 shares 5,253 $654K 0.02% -578 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,383 shares 2,383 $652K 0.02% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,854 shares; 2024Q4: 3,593 shares; 2025Q1: 3,705 shares; 2025Q2: 3,802 shares; 2025Q3: 3,687 shares; 2025Q4: 3,779 shares; 2026Q1: 3,911 shares; 2026Q2: 4,035 shares 4,035 $645K 0.02% +124 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,542 shares; 2024Q4: 9,041 shares; 2025Q1: 10,658 shares; 2025Q2: 15,275 shares; 2025Q3: 12,602 shares; 2025Q4: 12,830 shares; 2026Q1: 12,894 shares; 2026Q2: 12,497 shares 12,497 $638K 0.02% -397 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: 1,271 shares; 2025Q4: 1,243 shares; 2026Q1: 1,792 shares; 2026Q2: 1,820 shares 1,820 $637K 0.02% +28 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,355 shares; 2026Q2: 2,378 shares 2,378 $636K 0.02% +23 Timeline FSMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,498 shares; 2026Q2: 31,717 shares 31,717 $634K 0.02% +219 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,459 shares; 2025Q3: 2,606 shares; 2025Q4: 2,660 shares; 2026Q1: 2,968 shares; 2026Q2: 2,835 shares 2,835 $634K 0.02% -133 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,752 shares; 2024Q4: 2,768 shares; 2025Q1: 2,889 shares; 2025Q2: 2,883 shares; 2025Q3: 3,520 shares; 2025Q4: 3,560 shares; 2026Q1: 3,849 shares; 2026Q2: 3,611 shares 3,611 $633K 0.02% -238 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,790 shares; 2026Q2: 6,050 shares 6,050 $633K 0.02% +260 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,535 shares; 2025Q4: 1,548 shares; 2026Q1: 1,555 shares; 2026Q2: 3,159 shares 3,159 $624K 0.02% +1,604 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: 11,237 shares; 2024Q4: 13,835 shares; 2025Q1: 13,995 shares; 2025Q2: 15,664 shares; 2025Q3: 7,645 shares; 2025Q4: 2,024 shares; 2026Q1: 3,949 shares; 2026Q2: 4,810 shares 4,810 $624K 0.02% +861 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,300 shares; 2025Q3: 5,649 shares; 2025Q4: 5,648 shares; 2026Q1: 5,918 shares; 2026Q2: 6,197 shares 6,197 $621K 0.02% +279 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,488 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 3,488 shares; 2025Q3: 3,488 shares; 2025Q4: 3,540 shares; 2026Q1: 4,086 shares; 2026Q2: 4,428 shares 4,428 $620K 0.02% +342 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,513 shares; 2024Q4: 8,791 shares; 2025Q1: 8,793 shares; 2025Q2: 8,745 shares; 2025Q3: 8,747 shares; 2025Q4: 8,749 shares; 2026Q1: 8,752 shares; 2026Q2: 9,231 shares 9,231 $619K 0.02% +479 Timeline GJUL 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: 18,386 shares; 2025Q4: 18,208 shares; 2026Q1: 18,208 shares; 2026Q2: 14,199 shares 14,199 $618K 0.02% -4,009 Timeline KBFR 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: 16,505 shares; 2026Q2: 22,382 shares 22,382 $614K 0.01% +5,877 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,747 shares; 2026Q1: 3,887 shares; 2026Q2: 3,613 shares 3,613 $614K 0.01% -274 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,720 shares; 2024Q4: 4,724 shares; 2025Q1: 4,521 shares; 2025Q2: 4,522 shares; 2025Q3: 4,524 shares; 2025Q4: 9,051 shares; 2026Q1: 9,054 shares; 2026Q2: 9,056 shares 9,056 $610K 0.01% +2 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,031 shares 29,031 $604K 0.01% new Timeline JMOM 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: 8,689 shares; 2024Q4: 8,424 shares; 2025Q1: 8,159 shares; 2025Q2: 7,114 shares; 2025Q3: 7,114 shares; 2025Q4: 7,058 shares; 2026Q1: 7,058 shares; 2026Q2: 7,058 shares 7,058 $603K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,722 shares; 2026Q2: 6,419 shares 6,419 $601K 0.01% -303 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 9,007 shares; 2026Q2: 9,016 shares 9,016 $598K 0.01% +9 Timeline L LOEWS CORP More: the full row for LOEWS 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: 5,426 shares; 2026Q1: 5,250 shares; 2026Q2: 5,251 shares 5,251 $594K 0.01% +1 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 804 shares; 2024Q4: not reported; 2025Q1: 467 shares; 2025Q2: 452 shares; 2025Q3: 699 shares; 2025Q4: 697 shares; 2026Q1: 777 shares; 2026Q2: 1,193 shares 1,193 $593K 0.01% +416 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,353 shares; 2025Q1: 1,462 shares; 2025Q2: 1,916 shares; 2025Q3: 2,025 shares; 2025Q4: 1,869 shares; 2026Q1: 1,416 shares; 2026Q2: 1,637 shares 1,637 $590K 0.01% +221 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: 4,422 shares; 2024Q4: 4,057 shares; 2025Q1: 3,348 shares; 2025Q2: 4,738 shares; 2025Q3: 5,784 shares; 2025Q4: 5,664 shares; 2026Q1: 5,112 shares; 2026Q2: 5,021 shares 5,021 $586K 0.01% -91 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,962 shares; 2024Q4: 3,675 shares; 2025Q1: 3,386 shares; 2025Q2: 3,409 shares; 2025Q3: 3,109 shares; 2025Q4: 2,828 shares; 2026Q1: 3,359 shares; 2026Q2: 3,561 shares 3,561 $582K 0.01% +202 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: 111,178 shares; 2024Q4: 126,605 shares; 2025Q1: 113,768 shares; 2025Q2: 81,902 shares; 2025Q3: 55,739 shares; 2025Q4: 9,525 shares; 2026Q1: 8,207 shares; 2026Q2: 5,804 shares 5,804 $582K 0.01% -2,403 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 762 shares; 2026Q2: 701 shares 701 $582K 0.01% -61 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: not reported; 2024Q4: 2,872 shares; 2025Q1: 3,298 shares; 2025Q2: 3,928 shares; 2025Q3: 3,503 shares; 2025Q4: 5,103 shares; 2026Q1: 6,106 shares; 2026Q2: 6,036 shares 6,036 $582K 0.01% -70 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,357 shares; 2025Q1: 20,367 shares; 2025Q2: 24,449 shares; 2025Q3: 36,625 shares; 2025Q4: 37,536 shares; 2026Q1: 37,840 shares; 2026Q2: 38,142 shares 38,142 $580K 0.01% +302 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,362 shares; 2024Q4: 3,544 shares; 2025Q1: 3,924 shares; 2025Q2: 8,245 shares; 2025Q3: 8,293 shares; 2025Q4: 4,922 shares; 2026Q1: 4,440 shares; 2026Q2: 6,630 shares 6,630 $578K 0.01% +2,190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,507 shares; 2025Q4: 4,508 shares; 2026Q1: 4,813 shares; 2026Q2: 4,857 shares 4,857 $578K 0.01% +44 Timeline ROCQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,939 shares 9,939 $573K 0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 3,431 shares 3,431 $572K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,639 shares; 2024Q4: 3,701 shares; 2025Q1: 3,701 shares; 2025Q2: 3,729 shares; 2025Q3: 4,422 shares; 2025Q4: 4,257 shares; 2026Q1: 4,341 shares; 2026Q2: 4,284 shares 4,284 $564K 0.01% -57 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,063 shares; 2024Q4: 5,071 shares; 2025Q1: 5,072 shares; 2025Q2: 5,075 shares; 2025Q3: 5,078 shares; 2025Q4: 5,086 shares; 2026Q1: 5,243 shares; 2026Q2: 6,579 shares 6,579 $562K 0.01% +1,336 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,634 shares; 2026Q1: 3,823 shares; 2026Q2: 4,213 shares 4,213 $560K 0.01% +390 Timeline WCME 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: 58,198 shares; 2026Q1: 57,866 shares; 2026Q2: 28,299 shares 28,299 $555K 0.01% -29,567 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,528 shares; 2025Q3: 6,976 shares; 2025Q4: 6,917 shares; 2026Q1: 4,816 shares; 2026Q2: 4,818 shares 4,818 $554K 0.01% +2 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,839 shares; 2025Q2: 2,111 shares; 2025Q3: 2,472 shares; 2025Q4: 2,389 shares; 2026Q1: 2,405 shares; 2026Q2: 2,412 shares 2,412 $554K 0.01% +7 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,979 shares; 2024Q4: 19,979 shares; 2025Q1: 19,979 shares; 2025Q2: 19,979 shares; 2025Q3: 19,979 shares; 2025Q4: 19,979 shares; 2026Q1: 20,072 shares; 2026Q2: 20,094 shares 20,094 $550K 0.01% +22 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: 5,532 shares; 2024Q4: 5,646 shares; 2025Q1: 5,329 shares; 2025Q2: 5,025 shares; 2025Q3: 6,152 shares; 2025Q4: 6,317 shares; 2026Q1: 6,465 shares; 2026Q2: 6,318 shares 6,318 $549K 0.01% -147 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,656 shares 3,656 $549K 0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,962 shares; 2026Q2: 6,178 shares 6,178 $547K 0.01% +216 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: 4,942 shares; 2024Q4: 5,091 shares; 2025Q1: 3,296 shares; 2025Q2: 3,062 shares; 2025Q3: 3,192 shares; 2025Q4: 4,081 shares; 2026Q1: 5,152 shares; 2026Q2: 6,435 shares 6,435 $544K 0.01% +1,283 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,347 shares; 2024Q4: 18,332 shares; 2025Q1: 18,302 shares; 2025Q2: 17,730 shares; 2025Q3: 16,489 shares; 2025Q4: 12,845 shares; 2026Q1: 12,844 shares; 2026Q2: 12,258 shares 12,258 $544K 0.01% -586 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,450 shares; 2025Q3: 8,262 shares; 2025Q4: 8,643 shares; 2026Q1: 13,431 shares; 2026Q2: 12,428 shares 12,428 $543K 0.01% -1,003 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,673 shares; 2024Q4: 1,698 shares; 2025Q1: 1,701 shares; 2025Q2: 1,724 shares; 2025Q3: 1,741 shares; 2025Q4: 1,784 shares; 2026Q1: 1,855 shares; 2026Q2: 2,281 shares 2,281 $543K 0.01% +426 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,801 shares; 2024Q4: 1,802 shares; 2025Q1: 1,804 shares; 2025Q2: 1,805 shares; 2025Q3: 1,807 shares; 2025Q4: 1,809 shares; 2026Q1: 1,922 shares; 2026Q2: 1,926 shares 1,926 $536K 0.01% +4 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,805 shares; 2024Q4: 18,806 shares; 2025Q1: 18,702 shares; 2025Q2: 19,027 shares; 2025Q3: 19,407 shares; 2025Q4: 19,852 shares; 2026Q1: 23,316 shares; 2026Q2: 23,245 shares 23,245 $536K 0.01% -71 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: not reported; 2024Q4: 5,231 shares; 2025Q1: 8,921 shares; 2025Q2: 4,537 shares; 2025Q3: 4,498 shares; 2025Q4: 4,459 shares; 2026Q1: 4,398 shares; 2026Q2: 4,294 shares 4,294 $534K 0.01% -104 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: 7,777 shares; 2024Q4: 4,916 shares; 2025Q1: 4,404 shares; 2025Q2: 7,577 shares; 2025Q3: 7,860 shares; 2025Q4: 7,618 shares; 2026Q1: 6,376 shares; 2026Q2: 6,442 shares 6,442 $534K 0.01% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,920 shares; 2026Q1: 5,811 shares; 2026Q2: 5,264 shares 5,264 $531K 0.01% -547 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,563 shares; 2024Q4: 40,471 shares; 2025Q1: 38,514 shares; 2025Q2: 33,865 shares; 2025Q3: 30,988 shares; 2025Q4: 28,798 shares; 2026Q1: 25,148 shares; 2026Q2: 19,998 shares 19,998 $525K 0.01% -5,150 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,633 shares; 2024Q4: 6,652 shares; 2025Q1: 6,823 shares; 2025Q2: 6,827 shares; 2025Q3: 5,665 shares; 2025Q4: 5,677 shares; 2026Q1: 4,824 shares; 2026Q2: 4,601 shares 4,601 $523K 0.01% -223 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,485 shares; 2024Q4: 10,458 shares; 2025Q1: 9,789 shares; 2025Q2: 7,902 shares; 2025Q3: 11,188 shares; 2025Q4: 11,205 shares; 2026Q1: 12,493 shares; 2026Q2: 12,089 shares 12,089 $522K 0.01% -404 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,266 shares; 2025Q2: 5,898 shares; 2025Q3: 11,835 shares; 2025Q4: 10,335 shares; 2026Q1: 10,335 shares; 2026Q2: 10,335 shares 10,335 $522K 0.01% 0 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: 2,875 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 2,944 shares; 2025Q3: 3,139 shares; 2025Q4: 3,150 shares; 2026Q1: 3,612 shares; 2026Q2: 3,568 shares 3,568 $521K 0.01% -44 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,616 shares; 2024Q4: 2,674 shares; 2025Q1: 2,743 shares; 2025Q2: 2,670 shares; 2025Q3: 2,995 shares; 2025Q4: 3,106 shares; 2026Q1: 3,509 shares; 2026Q2: 4,810 shares 4,810 $519K 0.01% +1,301 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: not reported; 2025Q4: 8,130 shares; 2026Q1: 8,230 shares; 2026Q2: 7,860 shares 7,860 $516K 0.01% -370 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,450 shares; 2024Q4: 9,871 shares; 2025Q1: 10,338 shares; 2025Q2: 8,349 shares; 2025Q3: 9,090 shares; 2025Q4: 9,380 shares; 2026Q1: 9,398 shares; 2026Q2: 10,951 shares 10,951 $509K 0.01% +1,553 Timeline FXR 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: 20,226 shares; 2025Q3: 87,690 shares; 2025Q4: 88,979 shares; 2026Q1: 5,754 shares; 2026Q2: 5,570 shares 5,570 $508K 0.01% -184 Timeline ARHS ARHAUS INC More: the full row for ARHAUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,000 shares; 2024Q4: 43,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares; 2026Q1: 60,423 shares; 2026Q2: 60,174 shares 60,174 $507K 0.01% -249 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,895 shares; 2026Q2: 6,785 shares 6,785 $505K 0.01% -1,110 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares; 2026Q2: 1,183 shares 1,183 $504K 0.01% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,925 shares; 2024Q4: 5,947 shares; 2025Q1: 5,976 shares; 2025Q2: 6,015 shares; 2025Q3: 6,046 shares; 2025Q4: 6,382 shares; 2026Q1: 10,054 shares; 2026Q2: 10,060 shares 10,060 $503K 0.01% +6 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,870 shares; 2025Q4: 5,473 shares; 2026Q1: 7,030 shares; 2026Q2: 14,971 shares 14,971 $498K 0.01% +7,941 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,766 shares; 2024Q4: 2,842 shares; 2025Q1: 2,811 shares; 2025Q2: 2,759 shares; 2025Q3: 2,879 shares; 2025Q4: 2,912 shares; 2026Q1: 3,832 shares; 2026Q2: 4,183 shares 4,183 $494K 0.01% +351 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 14,200 shares; 2026Q1: 14,200 shares; 2026Q2: 14,200 shares 14,200 $494K 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E 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: 47,233 shares; 2026Q2: 29,357 shares 29,357 $494K 0.01% -17,876 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 942 shares; 2024Q4: 969 shares; 2025Q1: 957 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 1,082 shares; 2026Q1: 1,488 shares; 2026Q2: 2,146 shares 2,146 $494K 0.01% +658 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,924 shares 38,924 $493K 0.01% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,953 shares; 2024Q4: 11,835 shares; 2025Q1: 11,871 shares; 2025Q2: 11,925 shares; 2025Q3: 12,342 shares; 2025Q4: 12,214 shares; 2026Q1: 12,165 shares; 2026Q2: 11,881 shares 11,881 $492K 0.01% -284 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,307 shares; 2024Q4: 9,034 shares; 2025Q1: 8,791 shares; 2025Q2: 9,543 shares; 2025Q3: 8,095 shares; 2025Q4: 7,912 shares; 2026Q1: 7,647 shares; 2026Q2: 6,837 shares 6,837 $491K 0.01% -810 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,335 shares; 2024Q4: 4,310 shares; 2025Q1: 3,705 shares; 2025Q2: 3,645 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares; 2026Q1: 3,580 shares; 2026Q2: 3,580 shares 3,580 $489K 0.01% 0 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: 135,917 shares; 2024Q4: 132,931 shares; 2025Q1: 12,011 shares; 2025Q2: 8,805 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,913 shares; 2026Q2: 17,795 shares 17,795 $487K 0.01% -1,118 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,495 shares; 2026Q2: 13,535 shares 13,535 $486K 0.01% +40 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,838 shares; 2025Q3: 1,765 shares; 2025Q4: 1,733 shares; 2026Q1: 2,674 shares; 2026Q2: 2,430 shares 2,430 $485K 0.01% -244 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $485K 0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC 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: 16,553 shares; 2026Q2: 19,169 shares 19,169 $484K 0.01% +2,616 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,288 shares; 2025Q4: 6,071 shares; 2026Q1: 6,346 shares; 2026Q2: 6,375 shares 6,375 $481K 0.01% +29 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,347 shares; 2024Q4: 3,247 shares; 2025Q1: 2,859 shares; 2025Q2: 2,859 shares; 2025Q3: 2,859 shares; 2025Q4: 2,860 shares; 2026Q1: 4,445 shares; 2026Q2: 4,353 shares 4,353 $481K 0.01% -92 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,875 shares; 2024Q4: 10,875 shares; 2025Q1: 10,875 shares; 2025Q2: 10,875 shares; 2025Q3: 10,875 shares; 2025Q4: 10,875 shares; 2026Q1: 11,153 shares; 2026Q2: 11,736 shares 11,736 $480K 0.01% +583 Timeline