NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,263 shares; 2024Q4: 220,962 shares; 2025Q1: 222,401 shares; 2025Q2: 239,615 shares; 2025Q3: 233,345 shares; 2025Q4: 233,581 shares; 2026Q1: 1,301,601 shares; 2026Q2: 1,231,450 shares 1,231,450 $242M 4.06% -70,151 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: 57,012 shares; 2024Q4: 73,811 shares; 2025Q1: 73,902 shares; 2025Q2: 75,056 shares; 2025Q3: 75,493 shares; 2025Q4: 24,407 shares; 2026Q1: 325,237 shares; 2026Q2: 284,244 shares 284,244 $210M 3.53% -40,993 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: 294,870 shares; 2024Q4: 429,490 shares; 2025Q1: 538,146 shares; 2025Q2: 576,325 shares; 2025Q3: 600,237 shares; 2025Q4: 1,186,882 shares; 2026Q1: 1,666,662 shares; 2026Q2: 1,766,081 shares 1,766,081 $202M 3.4% +99,419 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454,556 shares; 2024Q4: 644,421 shares; 2025Q1: 811,325 shares; 2025Q2: 910,472 shares; 2025Q3: 1,023,271 shares; 2025Q4: 1,760,587 shares; 2026Q1: 2,618,389 shares; 2026Q2: 2,818,867 shares 2,818,867 $175M 2.94% +200,478 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,923 shares; 2024Q4: 100,959 shares; 2025Q1: 101,414 shares; 2025Q2: 105,600 shares; 2025Q3: 109,892 shares; 2025Q4: 111,993 shares; 2026Q1: 414,603 shares; 2026Q2: 449,050 shares 449,050 $151M 2.54% +34,447 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,502 shares; 2024Q4: 2,762 shares; 2025Q1: 2,288 shares; 2025Q2: 2,244 shares; 2025Q3: 4,553 shares; 2025Q4: 44,599 shares; 2026Q1: 101,415 shares; 2026Q2: 128,359 shares 128,359 $95.3M 1.6% +26,944 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399,658 shares; 2024Q4: 573,771 shares; 2025Q1: 686,764 shares; 2025Q2: 738,789 shares; 2025Q3: 793,063 shares; 2025Q4: 1,046,118 shares; 2026Q1: 1,615,919 shares; 2026Q2: 1,848,949 shares 1,848,949 $91.7M 1.54% +233,030 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: 11,080 shares; 2024Q4: 33,663 shares; 2025Q1: 33,691 shares; 2025Q2: 34,877 shares; 2025Q3: 37,259 shares; 2025Q4: 41,859 shares; 2026Q1: 119,306 shares; 2026Q2: 132,212 shares 132,212 $89.8M 1.51% +12,906 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: 27,204 shares; 2024Q4: 36,000 shares; 2025Q1: 38,016 shares; 2025Q2: 39,190 shares; 2025Q3: 42,448 shares; 2025Q4: 40,333 shares; 2026Q1: 215,450 shares; 2026Q2: 218,358 shares 218,358 $83.7M 1.4% +2,908 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: 75,666 shares; 2024Q4: 98,519 shares; 2025Q1: 103,116 shares; 2025Q2: 107,864 shares; 2025Q3: 108,964 shares; 2025Q4: 112,711 shares; 2026Q1: 338,963 shares; 2026Q2: 343,596 shares 343,596 $79.5M 1.33% +4,633 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,722 shares; 2025Q4: not reported; 2026Q1: 486,716 shares; 2026Q2: 484,457 shares 484,457 $74.8M 1.26% -2,259 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: 33,031 shares; 2024Q4: 44,834 shares; 2025Q1: 47,572 shares; 2025Q2: 49,308 shares; 2025Q3: 50,860 shares; 2025Q4: 51,205 shares; 2026Q1: 168,007 shares; 2026Q2: 182,468 shares 182,468 $71M 1.19% +14,461 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: 13,147 shares; 2024Q4: 25,040 shares; 2025Q1: 26,743 shares; 2025Q2: 28,345 shares; 2025Q3: 29,592 shares; 2025Q4: 30,307 shares; 2026Q1: 101,830 shares; 2026Q2: 107,048 shares 107,048 $63.6M 1.07% +5,218 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: 30,291 shares; 2024Q4: 47,158 shares; 2025Q1: 49,681 shares; 2025Q2: 54,552 shares; 2025Q3: 54,347 shares; 2025Q4: 66,716 shares; 2026Q1: 184,826 shares; 2026Q2: 193,772 shares 193,772 $63.3M 1.06% +8,946 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: 5,783 shares; 2024Q4: 17,750 shares; 2025Q1: 16,294 shares; 2025Q2: 17,138 shares; 2025Q3: 17,327 shares; 2025Q4: 17,232 shares; 2026Q1: 107,892 shares; 2026Q2: 92,596 shares 92,596 $63.2M 1.06% -15,296 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: 18,192 shares; 2024Q4: 29,871 shares; 2025Q1: 29,088 shares; 2025Q2: 28,827 shares; 2025Q3: 28,462 shares; 2025Q4: 30,658 shares; 2026Q1: 192,536 shares; 2026Q2: 192,787 shares 192,787 $63M 1.06% +251 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: not reported; 2024Q4: 5,072 shares; 2025Q1: 5,039 shares; 2025Q2: 5,021 shares; 2025Q3: 5,021 shares; 2025Q4: 5,382 shares; 2026Q1: 60,267 shares; 2026Q2: 287,437 shares 287,437 $61.9M 1.04% +227,170 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: 5,406 shares; 2025Q1: 5,217 shares; 2025Q2: 6,800 shares; 2025Q3: 7,359 shares; 2025Q4: 8,740 shares; 2026Q1: 73,659 shares; 2026Q2: 67,768 shares 67,768 $61M 1.02% -5,891 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: 17,529 shares; 2024Q4: 27,860 shares; 2025Q1: 31,305 shares; 2025Q2: 33,706 shares; 2025Q3: 34,657 shares; 2025Q4: 30,263 shares; 2026Q1: 145,883 shares; 2026Q2: 114,575 shares 114,575 $56.7M 0.95% -31,308 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250,528 shares; 2024Q4: 1,204,295 shares; 2025Q1: 1,216,176 shares; 2025Q2: 1,195,351 shares; 2025Q3: 1,119,298 shares; 2025Q4: 1,121,763 shares; 2026Q1: 1,105,138 shares; 2026Q2: 1,097,631 shares 1,097,631 $56.3M 0.94% -7,507 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,975 shares; 2024Q4: 13,481 shares; 2025Q1: 9,387 shares; 2025Q2: 8,756 shares; 2025Q3: 9,668 shares; 2025Q4: 14,883 shares; 2026Q1: 1,012,277 shares; 2026Q2: 1,360,178 shares 1,360,178 $54.9M 0.92% +347,901 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,778 shares; 2024Q4: 7,262 shares; 2025Q1: 6,668 shares; 2025Q2: 7,885 shares; 2025Q3: 6,731 shares; 2025Q4: 5,619 shares; 2026Q1: 720,395 shares; 2026Q2: 634,699 shares 634,699 $51.3M 0.86% -85,696 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: 14,722 shares; 2024Q4: 46,723 shares; 2025Q1: 45,059 shares; 2025Q2: 49,635 shares; 2025Q3: 51,635 shares; 2025Q4: 54,181 shares; 2026Q1: 166,626 shares; 2026Q2: 157,738 shares 157,738 $50.1M 0.84% -8,888 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: 7,054 shares; 2024Q4: 11,817 shares; 2025Q1: 15,604 shares; 2025Q2: 10,840 shares; 2025Q3: 11,097 shares; 2025Q4: 11,272 shares; 2026Q1: 122,414 shares; 2026Q2: 109,964 shares 109,964 $43.9M 0.74% -12,450 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: 170,876 shares; 2024Q4: 207,111 shares; 2025Q1: 238,438 shares; 2025Q2: 250,151 shares; 2025Q3: 258,540 shares; 2025Q4: 427,233 shares; 2026Q1: 701,330 shares; 2026Q2: 749,936 shares 749,936 $43.7M 0.73% +48,606 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: 18,856 shares; 2024Q4: 21,326 shares; 2025Q1: 21,371 shares; 2025Q2: 21,544 shares; 2025Q3: 22,822 shares; 2025Q4: 42,057 shares; 2026Q1: 556,941 shares; 2026Q2: 549,247 shares 549,247 $41.7M 0.7% -7,694 Timeline VMBS 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: 49,822 shares; 2024Q4: 75,364 shares; 2025Q1: 95,976 shares; 2025Q2: 107,728 shares; 2025Q3: 125,847 shares; 2025Q4: 183,542 shares; 2026Q1: 885,936 shares; 2026Q2: 867,745 shares 867,745 $40.2M 0.67% -18,191 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: 9,797 shares; 2024Q4: 26,808 shares; 2025Q1: 23,746 shares; 2025Q2: 21,967 shares; 2025Q3: 21,232 shares; 2025Q4: 269,336 shares; 2026Q1: 398,251 shares; 2026Q2: 506,314 shares 506,314 $35.4M 0.59% +108,063 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: not reported; 2024Q4: not reported; 2025Q1: 25,059 shares; 2025Q2: 26,471 shares; 2025Q3: 27,489 shares; 2025Q4: 24,835 shares; 2026Q1: 123,007 shares; 2026Q2: 122,737 shares 122,737 $33.5M 0.56% -270 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,362 shares; 2024Q4: 330,826 shares; 2025Q1: 426,477 shares; 2025Q2: 500,765 shares; 2025Q3: 545,606 shares; 2025Q4: 644,784 shares; 2026Q1: 1,178,808 shares; 2026Q2: 1,374,361 shares 1,374,361 $31.9M 0.54% +195,553 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,835 shares; 2024Q4: 10,007 shares; 2025Q1: 10,702 shares; 2025Q2: 11,585 shares; 2025Q3: 12,339 shares; 2025Q4: 12,671 shares; 2026Q1: 30,141 shares; 2026Q2: 32,762 shares 32,762 $31.2M 0.52% +2,621 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,122 shares; 2024Q4: 108,394 shares; 2025Q1: 140,754 shares; 2025Q2: 160,202 shares; 2025Q3: 182,998 shares; 2025Q4: 240,197 shares; 2026Q1: 548,142 shares; 2026Q2: 616,934 shares 616,934 $31.1M 0.52% +68,792 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 274,247 shares; 2026Q1: 495,868 shares; 2026Q2: 673,999 shares 673,999 $30.7M 0.52% +178,131 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163,861 shares; 2026Q2: 155,255 shares 155,255 $29.4M 0.49% -8,606 Timeline OPBK OP BANCORP More: the full row for OP BANCORP Quarterly shares; oldest to newest; 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: 1,837,182 shares; 2026Q2: 1,847,777 shares 1,847,777 $28.7M 0.48% +10,595 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: 51,486 shares; 2025Q1: 60,205 shares; 2025Q2: 66,446 shares; 2025Q3: 65,757 shares; 2025Q4: 62,834 shares; 2026Q1: 98,581 shares; 2026Q2: 97,064 shares 97,064 $28.3M 0.48% -1,517 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,489 shares; 2024Q4: 6,531 shares; 2025Q1: 6,085 shares; 2025Q2: 24,271 shares; 2025Q3: 24,056 shares; 2025Q4: 124,359 shares; 2026Q1: 245,388 shares; 2026Q2: 265,190 shares 265,190 $28M 0.47% +19,802 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,810 shares; 2024Q4: 70,600 shares; 2025Q1: 56,914 shares; 2025Q2: 45,223 shares; 2025Q3: 36,379 shares; 2025Q4: 30,837 shares; 2026Q1: 414,916 shares; 2026Q2: 476,333 shares 476,333 $27.8M 0.47% +61,417 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,408 shares; 2025Q1: 1,503 shares; 2025Q2: not reported; 2025Q3: 1,604 shares; 2025Q4: 2,188 shares; 2026Q1: 8,183 shares; 2026Q2: 169,666 shares 169,666 $27.7M 0.47% +161,483 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: 4,462 shares; 2024Q4: 4,440 shares; 2025Q1: 4,366 shares; 2025Q2: 4,346 shares; 2025Q3: 4,346 shares; 2025Q4: 125,127 shares; 2026Q1: 198,711 shares; 2026Q2: 200,338 shares 200,338 $26.5M 0.44% +1,627 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 322,961 shares; 2026Q2: 355,854 shares 355,854 $26M 0.44% +32,893 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: 16,163 shares; 2024Q4: 24,199 shares; 2025Q1: 28,621 shares; 2025Q2: 30,845 shares; 2025Q3: 32,022 shares; 2025Q4: 32,955 shares; 2026Q1: 71,589 shares; 2026Q2: 72,679 shares 72,679 $25.9M 0.43% +1,090 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: 11,709 shares; 2024Q4: 19,691 shares; 2025Q1: 23,008 shares; 2025Q2: 25,880 shares; 2025Q3: 26,278 shares; 2025Q4: 26,537 shares; 2026Q1: 90,061 shares; 2026Q2: 94,734 shares 94,734 $25.2M 0.42% +4,673 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275,295 shares; 2026Q1: 360,287 shares; 2026Q2: 364,895 shares 364,895 $24.5M 0.41% +4,608 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: 74,742 shares; 2024Q4: 104,586 shares; 2025Q1: 130,381 shares; 2025Q2: 150,859 shares; 2025Q3: 171,994 shares; 2025Q4: 216,813 shares; 2026Q1: 391,680 shares; 2026Q2: 482,731 shares 482,731 $24M 0.4% +91,051 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: 6,281 shares; 2024Q4: 7,234 shares; 2025Q1: 6,712 shares; 2025Q2: 5,313 shares; 2025Q3: 4,858 shares; 2025Q4: 20,786 shares; 2026Q1: 55,921 shares; 2026Q2: 64,154 shares 64,154 $23.4M 0.39% +8,233 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,477 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133,534 shares; 2026Q2: 254,501 shares 254,501 $23.1M 0.39% +120,967 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,937 shares; 2024Q4: 279,994 shares; 2025Q1: 312,982 shares; 2025Q2: 348,620 shares; 2025Q3: 342,611 shares; 2025Q4: 389,673 shares; 2026Q1: 507,335 shares; 2026Q2: 547,013 shares 547,013 $22.8M 0.38% +39,678 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,078 shares; 2024Q4: 24,950 shares; 2025Q1: 14,351 shares; 2025Q2: 12,088 shares; 2025Q3: 11,625 shares; 2025Q4: 18,311 shares; 2026Q1: 64,428 shares; 2026Q2: 71,476 shares 71,476 $22.1M 0.37% +7,048 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: 14,745 shares; 2024Q4: 21,449 shares; 2025Q1: 21,154 shares; 2025Q2: 21,721 shares; 2025Q3: 21,610 shares; 2025Q4: 22,437 shares; 2026Q1: 58,185 shares; 2026Q2: 60,289 shares 60,289 $21.9M 0.37% +2,104 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,364 shares; 2024Q4: 151,012 shares; 2025Q1: 163,705 shares; 2025Q2: 161,383 shares; 2025Q3: 158,643 shares; 2025Q4: 244,125 shares; 2026Q1: 391,247 shares; 2026Q2: 384,139 shares 384,139 $21.7M 0.36% -7,108 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: 55,823 shares; 2024Q4: 82,998 shares; 2025Q1: 87,161 shares; 2025Q2: 93,575 shares; 2025Q3: 96,064 shares; 2025Q4: 96,481 shares; 2026Q1: 180,750 shares; 2026Q2: 176,160 shares 176,160 $20.2M 0.34% -4,590 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: 36,731 shares; 2024Q4: 47,231 shares; 2025Q1: 48,701 shares; 2025Q2: 47,736 shares; 2025Q3: 46,273 shares; 2025Q4: 45,753 shares; 2026Q1: 163,967 shares; 2026Q2: 166,642 shares 166,642 $20M 0.34% +2,675 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: 4,683 shares; 2024Q4: 5,876 shares; 2025Q1: 6,680 shares; 2025Q2: 7,223 shares; 2025Q3: 7,414 shares; 2025Q4: 7,066 shares; 2026Q1: 17,158 shares; 2026Q2: 16,684 shares 16,684 $20M 0.34% -474 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: 199,796 shares; 2024Q4: 179,960 shares; 2025Q1: 165,276 shares; 2025Q2: 141,812 shares; 2025Q3: 152,371 shares; 2025Q4: 160,257 shares; 2026Q1: 243,018 shares; 2026Q2: 394,799 shares 394,799 $19.9M 0.33% +151,781 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580,922 shares; 2024Q4: 595,335 shares; 2025Q1: 562,023 shares; 2025Q2: 513,154 shares; 2025Q3: 470,294 shares; 2025Q4: 452,570 shares; 2026Q1: 470,710 shares; 2026Q2: 478,293 shares 478,293 $19.9M 0.33% +7,583 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 519,309 shares 519,309 $19.7M 0.33% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,726 shares; 2026Q1: 99,596 shares; 2026Q2: 84,140 shares 84,140 $19.6M 0.33% -15,456 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: 81,790 shares; 2024Q4: 118,494 shares; 2025Q1: 140,628 shares; 2025Q2: 153,566 shares; 2025Q3: 157,831 shares; 2025Q4: 154,198 shares; 2026Q1: 316,425 shares; 2026Q2: 409,828 shares 409,828 $19.4M 0.33% +93,403 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,344 shares; 2024Q4: 18,645 shares; 2025Q1: 18,646 shares; 2025Q2: 18,805 shares; 2025Q3: 13,040 shares; 2025Q4: 17,153 shares; 2026Q1: 1,043,372 shares; 2026Q2: 1,148,202 shares 1,148,202 $19.4M 0.33% +104,830 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 508,872 shares; 2024Q4: 532,854 shares; 2025Q1: 451,473 shares; 2025Q2: 398,834 shares; 2025Q3: 388,114 shares; 2025Q4: 359,960 shares; 2026Q1: 436,833 shares; 2026Q2: 430,908 shares 430,908 $19.1M 0.32% -5,925 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: 54,868 shares; 2024Q4: 77,379 shares; 2025Q1: 106,239 shares; 2025Q2: 115,208 shares; 2025Q3: 118,458 shares; 2025Q4: 182,072 shares; 2026Q1: 313,075 shares; 2026Q2: 299,572 shares 299,572 $18.6M 0.31% -13,503 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,063,048 shares; 2026Q2: 685,361 shares 685,361 $18.5M 0.31% -377,687 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,089 shares; 2026Q2: 35,355 shares 35,355 $18.3M 0.31% +19,266 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: 75,065 shares; 2024Q4: 77,062 shares; 2025Q1: 90,910 shares; 2025Q2: 97,781 shares; 2025Q3: 97,815 shares; 2025Q4: 105,527 shares; 2026Q1: 142,821 shares; 2026Q2: 143,881 shares 143,881 $18M 0.3% +1,060 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437,487 shares; 2024Q4: 657,490 shares; 2025Q1: 678,522 shares; 2025Q2: 751,401 shares; 2025Q3: 797,120 shares; 2025Q4: 846,910 shares; 2026Q1: 972,363 shares; 2026Q2: 814,299 shares 814,299 $18M 0.3% -158,064 Timeline BKLN 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: 110,517 shares; 2024Q4: 181,515 shares; 2025Q1: 261,073 shares; 2025Q2: 306,743 shares; 2025Q3: 347,905 shares; 2025Q4: 403,840 shares; 2026Q1: 4,117,328 shares; 2026Q2: 873,277 shares 873,277 $17.8M 0.3% -3,244,051 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: not reported; 2024Q4: 5,036 shares; 2025Q1: 4,737 shares; 2025Q2: 4,895 shares; 2025Q3: 6,851 shares; 2025Q4: 186,740 shares; 2026Q1: 286,067 shares; 2026Q2: 220,458 shares 220,458 $17.1M 0.29% -65,609 Timeline SCHC 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: 17,078 shares; 2025Q4: 197,597 shares; 2026Q1: 314,544 shares; 2026Q2: 347,506 shares 347,506 $16.7M 0.28% +32,962 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: 20,164 shares; 2024Q4: 30,483 shares; 2025Q1: 35,730 shares; 2025Q2: 40,097 shares; 2025Q3: 41,680 shares; 2025Q4: 41,871 shares; 2026Q1: 83,430 shares; 2026Q2: 88,098 shares 88,098 $16.7M 0.28% +4,668 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: 15,795 shares; 2024Q4: 25,635 shares; 2025Q1: 28,934 shares; 2025Q2: 32,858 shares; 2025Q3: 33,865 shares; 2025Q4: 34,322 shares; 2026Q1: 64,190 shares; 2026Q2: 64,821 shares 64,821 $16.7M 0.28% +631 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,253 shares; 2024Q4: 31,378 shares; 2025Q1: 38,624 shares; 2025Q2: 43,977 shares; 2025Q3: 46,771 shares; 2025Q4: 46,987 shares; 2026Q1: 100,340 shares; 2026Q2: 106,449 shares 106,449 $16.5M 0.28% +6,109 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,802 shares; 2025Q4: 61,626 shares; 2026Q1: 117,101 shares; 2026Q2: 108,044 shares 108,044 $16.5M 0.28% -9,057 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: 37,731 shares; 2024Q4: 38,988 shares; 2025Q1: 42,127 shares; 2025Q2: 43,109 shares; 2025Q3: 43,621 shares; 2025Q4: 43,156 shares; 2026Q1: 53,248 shares; 2026Q2: 54,872 shares 54,872 $16.3M 0.27% +1,624 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: 941 shares; 2024Q4: 3,710 shares; 2025Q1: 3,296 shares; 2025Q2: 3,249 shares; 2025Q3: 3,136 shares; 2025Q4: 4,423 shares; 2026Q1: 106,321 shares; 2026Q2: 55,597 shares 55,597 $16.3M 0.27% -50,724 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,393 shares; 2026Q1: 140,861 shares; 2026Q2: 66,670 shares 66,670 $16.3M 0.27% -74,191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,670 shares; 2026Q1: 166,332 shares; 2026Q2: 156,611 shares 156,611 $15.3M 0.26% -9,721 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,560 shares; 2026Q2: 131,264 shares 131,264 $15.3M 0.26% +9,704 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: 8,047 shares; 2024Q4: 10,453 shares; 2025Q1: 10,842 shares; 2025Q2: 11,519 shares; 2025Q3: 11,525 shares; 2025Q4: 11,988 shares; 2026Q1: 25,945 shares; 2026Q2: 27,354 shares 27,354 $15.1M 0.25% +1,409 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: 21,480 shares; 2024Q4: 31,256 shares; 2025Q1: 32,428 shares; 2025Q2: 32,746 shares; 2025Q3: 33,051 shares; 2025Q4: 32,107 shares; 2026Q1: 76,585 shares; 2026Q2: 76,367 shares 76,367 $14.9M 0.25% -218 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: 8,050 shares; 2024Q4: 11,831 shares; 2025Q1: 11,625 shares; 2025Q2: 12,050 shares; 2025Q3: 12,547 shares; 2025Q4: 11,630 shares; 2026Q1: 23,481 shares; 2026Q2: 82,315 shares 82,315 $14.8M 0.25% +58,834 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,033 shares; 2024Q4: 118,113 shares; 2025Q1: 116,387 shares; 2025Q2: 124,570 shares; 2025Q3: 124,734 shares; 2025Q4: 135,484 shares; 2026Q1: 135,814 shares; 2026Q2: 294,518 shares 294,518 $14.8M 0.25% +158,704 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,580 shares; 2025Q1: 13,953 shares; 2025Q2: 16,518 shares; 2025Q3: 17,275 shares; 2025Q4: 40,423 shares; 2026Q1: 98,060 shares; 2026Q2: 109,173 shares 109,173 $14.4M 0.24% +11,113 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: 2,518 shares; 2024Q4: 2,770 shares; 2025Q1: 3,168 shares; 2025Q2: 3,170 shares; 2025Q3: 3,145 shares; 2025Q4: 3,151 shares; 2026Q1: 90,388 shares; 2026Q2: 37,629 shares 37,629 $14.1M 0.24% -52,759 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 2,486 shares; 2025Q1: 2,445 shares; 2025Q2: 2,684 shares; 2025Q3: 2,635 shares; 2025Q4: 2,519 shares; 2026Q1: 7,762 shares; 2026Q2: 8,503 shares 8,503 $14.1M 0.24% +741 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: 10,488 shares; 2024Q4: 12,166 shares; 2025Q1: 9,481 shares; 2025Q2: 11,572 shares; 2025Q3: 12,456 shares; 2025Q4: 12,336 shares; 2026Q1: 28,696 shares; 2026Q2: 33,396 shares 33,396 $13.9M 0.23% +4,700 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,852 shares; 2026Q2: 52,208 shares 52,208 $13.9M 0.23% -15,644 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: not reported; 2024Q4: not reported; 2025Q1: 3,188 shares; 2025Q2: 3,279 shares; 2025Q3: 3,611 shares; 2025Q4: 20,893 shares; 2026Q1: 142,552 shares; 2026Q2: 143,108 shares 143,108 $13.9M 0.23% +556 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: 27,188 shares; 2024Q4: 43,947 shares; 2025Q1: 50,853 shares; 2025Q2: 55,379 shares; 2025Q3: 57,734 shares; 2025Q4: 57,812 shares; 2026Q1: 154,305 shares; 2026Q2: 164,600 shares 164,600 $13.8M 0.23% +10,295 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,874 shares; 2024Q4: 3,825 shares; 2025Q1: 3,894 shares; 2025Q2: 3,752 shares; 2025Q3: 3,501 shares; 2025Q4: 4,311 shares; 2026Q1: 128,100 shares; 2026Q2: 127,286 shares 127,286 $13.6M 0.23% -814 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,750,000 shares; 2025Q3: 1,750,000 shares; 2025Q4: 1,750,000 shares; 2026Q1: 1,732,594 shares; 2026Q2: 1,724,579 shares 1,724,579 $13.3M 0.22% -8,015 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares; 2026Q1: 12,076 shares; 2026Q2: 46,558 shares 46,558 $13.1M 0.22% +34,482 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: 30,720 shares; 2024Q4: 33,230 shares; 2025Q1: 33,896 shares; 2025Q2: 34,120 shares; 2025Q3: 35,201 shares; 2025Q4: 40,214 shares; 2026Q1: 162,359 shares; 2026Q2: 161,082 shares 161,082 $13M 0.22% -1,277 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: 156,934 shares; 2024Q4: 151,813 shares; 2025Q1: 128,884 shares; 2025Q2: 105,833 shares; 2025Q3: 83,878 shares; 2025Q4: 123,470 shares; 2026Q1: 185,942 shares; 2026Q2: 178,765 shares 178,765 $13M 0.22% -7,177 Timeline BRHY BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255,016 shares 255,016 $13M 0.22% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,658 shares; 2024Q4: 21,041 shares; 2025Q1: 26,232 shares; 2025Q2: 29,291 shares; 2025Q3: 30,294 shares; 2025Q4: 30,194 shares; 2026Q1: 75,936 shares; 2026Q2: 74,972 shares 74,972 $12.7M 0.21% -964 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,250 shares; 2024Q4: 10,451 shares; 2025Q1: 13,975 shares; 2025Q2: 15,757 shares; 2025Q3: 16,539 shares; 2025Q4: 16,688 shares; 2026Q1: 40,334 shares; 2026Q2: 42,167 shares 42,167 $12.6M 0.21% +1,833 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: 31,634 shares; 2025Q1: 33,555 shares; 2025Q2: 35,556 shares; 2025Q3: 37,181 shares; 2025Q4: 35,094 shares; 2026Q1: 66,567 shares; 2026Q2: 73,447 shares 73,447 $12.5M 0.21% +6,880 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: 2,355 shares; 2024Q4: 2,665 shares; 2025Q1: 1,831 shares; 2025Q2: 1,823 shares; 2025Q3: 1,760 shares; 2025Q4: 42,520 shares; 2026Q1: 95,890 shares; 2026Q2: 177,548 shares 177,548 $12.5M 0.21% +81,658 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: 43,212 shares; 2024Q4: 41,923 shares; 2025Q1: 47,125 shares; 2025Q2: 50,280 shares; 2025Q3: 56,932 shares; 2025Q4: 47,296 shares; 2026Q1: 166,867 shares; 2026Q2: 180,048 shares 180,048 $12.3M 0.21% +13,181 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: not reported; 2025Q4: not reported; 2026Q1: 29,150 shares; 2026Q2: 35,231 shares 35,231 $12.2M 0.21% +6,081 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: 13,520 shares; 2024Q4: 13,936 shares; 2025Q1: 6,599 shares; 2025Q2: 6,578 shares; 2025Q3: 6,437 shares; 2025Q4: 10,948 shares; 2026Q1: 101,732 shares; 2026Q2: 107,116 shares 107,116 $12M 0.2% +5,384 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,963 shares; 2024Q4: 294,719 shares; 2025Q1: 308,104 shares; 2025Q2: 309,945 shares; 2025Q3: 307,328 shares; 2025Q4: 309,841 shares; 2026Q1: 313,386 shares; 2026Q2: 348,154 shares 348,154 $11.8M 0.2% +34,768 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,034 shares; 2024Q4: 46,058 shares; 2025Q1: 46,051 shares; 2025Q2: 46,060 shares; 2025Q3: 46,061 shares; 2025Q4: 46,100 shares; 2026Q1: 46,130 shares; 2026Q2: 46,125 shares 46,125 $11.6M 0.2% -5 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: 10,657 shares; 2024Q4: 23,028 shares; 2025Q1: 21,864 shares; 2025Q2: 23,023 shares; 2025Q3: 23,557 shares; 2025Q4: 47,436 shares; 2026Q1: 69,147 shares; 2026Q2: 66,339 shares 66,339 $11.6M 0.19% -2,808 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: 6,863 shares; 2024Q4: 8,466 shares; 2025Q1: 8,427 shares; 2025Q2: 8,015 shares; 2025Q3: 8,358 shares; 2025Q4: 17,500 shares; 2026Q1: 69,642 shares; 2026Q2: 98,418 shares 98,418 $11.5M 0.19% +28,776 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; 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: 308,697 shares 308,697 $11.4M 0.19% new 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: 14,790 shares; 2024Q4: 15,577 shares; 2025Q1: 17,574 shares; 2025Q2: 19,252 shares; 2025Q3: 19,811 shares; 2025Q4: 19,841 shares; 2026Q1: 39,808 shares; 2026Q2: 52,800 shares 52,800 $11.4M 0.19% +12,992 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,598 shares; 2024Q4: 172,373 shares; 2025Q1: 171,012 shares; 2025Q2: 173,662 shares; 2025Q3: 175,756 shares; 2025Q4: 182,312 shares; 2026Q1: 247,046 shares; 2026Q2: 252,758 shares 252,758 $11.4M 0.19% +5,712 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,165 shares; 2024Q4: 29,271 shares; 2025Q1: 32,508 shares; 2025Q2: 52,087 shares; 2025Q3: 48,441 shares; 2025Q4: 59,505 shares; 2026Q1: 122,117 shares; 2026Q2: 123,236 shares 123,236 $11.3M 0.19% +1,119 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,247 shares; 2024Q4: 4,024 shares; 2025Q1: 6,494 shares; 2025Q2: 7,817 shares; 2025Q3: 8,066 shares; 2025Q4: 16,639 shares; 2026Q1: 113,676 shares; 2026Q2: 115,466 shares 115,466 $11.3M 0.19% +1,790 Timeline VGLT 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: 30,781 shares; 2024Q4: 45,672 shares; 2025Q1: 59,166 shares; 2025Q2: 67,671 shares; 2025Q3: 78,912 shares; 2025Q4: 115,148 shares; 2026Q1: 180,184 shares; 2026Q2: 208,119 shares 208,119 $11.2M 0.19% +27,935 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: 12,394 shares; 2024Q4: 17,153 shares; 2025Q1: 13,265 shares; 2025Q2: 14,970 shares; 2025Q3: 15,547 shares; 2025Q4: 15,846 shares; 2026Q1: 31,896 shares; 2026Q2: 33,201 shares 33,201 $11.2M 0.19% +1,305 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,491 shares; 2024Q4: 255,636 shares; 2025Q1: 316,019 shares; 2025Q2: 348,917 shares; 2025Q3: 392,779 shares; 2025Q4: 539,876 shares; 2026Q1: 408,893 shares; 2026Q2: 493,694 shares 493,694 $11.1M 0.19% +84,801 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: 10,774 shares; 2024Q4: 13,815 shares; 2025Q1: 13,510 shares; 2025Q2: 14,521 shares; 2025Q3: 15,801 shares; 2025Q4: 16,380 shares; 2026Q1: 27,200 shares; 2026Q2: 22,302 shares 22,302 $11.1M 0.19% -4,898 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,197 shares; 2025Q4: 3,444 shares; 2026Q1: 46,150 shares; 2026Q2: 52,881 shares 52,881 $11M 0.18% +6,731 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: 63,616 shares; 2024Q4: 70,815 shares; 2025Q1: 63,318 shares; 2025Q2: 66,105 shares; 2025Q3: 70,279 shares; 2025Q4: 70,896 shares; 2026Q1: 99,256 shares; 2026Q2: 98,331 shares 98,331 $11M 0.18% -925 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: 65,546 shares; 2026Q1: 104,171 shares; 2026Q2: 103,765 shares 103,765 $11M 0.18% -406 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,425 shares; 2024Q4: 29,813 shares; 2025Q1: 35,821 shares; 2025Q2: 40,564 shares; 2025Q3: 41,921 shares; 2025Q4: 41,424 shares; 2026Q1: 58,356 shares; 2026Q2: 61,380 shares 61,380 $10.9M 0.18% +3,024 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,831 shares; 2024Q4: 7,915 shares; 2025Q1: 6,455 shares; 2025Q2: 5,435 shares; 2025Q3: 4,037 shares; 2025Q4: 95,479 shares; 2026Q1: 124,802 shares; 2026Q2: 132,193 shares 132,193 $10.7M 0.18% +7,391 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 327,404 shares; 2026Q2: 357,034 shares 357,034 $10.6M 0.18% +29,630 Timeline FREL 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: 148,275 shares; 2024Q4: 134,073 shares; 2025Q1: 147,488 shares; 2025Q2: 150,809 shares; 2025Q3: 157,054 shares; 2025Q4: 220,642 shares; 2026Q1: 329,694 shares; 2026Q2: 348,236 shares 348,236 $10.6M 0.18% +18,542 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 574,464 shares; 2024Q4: 644,446 shares; 2025Q1: 626,455 shares; 2025Q2: 698,569 shares; 2025Q3: 741,168 shares; 2025Q4: 831,357 shares; 2026Q1: 1,283,662 shares; 2026Q2: 435,160 shares 435,160 $10.6M 0.18% -848,502 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: 3,746 shares; 2024Q4: 9,773 shares; 2025Q1: 11,012 shares; 2025Q2: 12,988 shares; 2025Q3: 12,214 shares; 2025Q4: 11,690 shares; 2026Q1: 22,232 shares; 2026Q2: 22,168 shares 22,168 $10.6M 0.18% -64 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,935 shares; 2026Q1: 74,987 shares; 2026Q2: 87,297 shares 87,297 $10.4M 0.18% +12,310 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,176 shares; 2025Q2: 35,119 shares; 2025Q3: 45,936 shares; 2025Q4: 72,971 shares; 2026Q1: 210,505 shares; 2026Q2: 212,847 shares 212,847 $10.4M 0.17% +2,342 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,204 shares; 2024Q4: 15,164 shares; 2025Q1: 20,238 shares; 2025Q2: 22,344 shares; 2025Q3: 23,629 shares; 2025Q4: 24,039 shares; 2026Q1: 35,812 shares; 2026Q2: 40,726 shares 40,726 $10.4M 0.17% +4,914 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,538 shares; 2026Q1: 225,765 shares; 2026Q2: 202,777 shares 202,777 $10.3M 0.17% -22,988 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: 34,193 shares; 2024Q4: 37,316 shares; 2025Q1: 34,071 shares; 2025Q2: 33,824 shares; 2025Q3: 33,817 shares; 2025Q4: 30,724 shares; 2026Q1: 45,522 shares; 2026Q2: 46,852 shares 46,852 $10.2M 0.17% +1,330 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: 23,906 shares; 2024Q4: 38,367 shares; 2025Q1: 44,864 shares; 2025Q2: 48,709 shares; 2025Q3: 43,808 shares; 2025Q4: 45,497 shares; 2026Q1: 80,690 shares; 2026Q2: 104,183 shares 104,183 $10.1M 0.17% +23,493 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: not reported; 2024Q4: 606 shares; 2025Q1: 9,809 shares; 2025Q2: 11,632 shares; 2025Q3: 11,909 shares; 2025Q4: 11,439 shares; 2026Q1: 16,421 shares; 2026Q2: 15,200 shares 15,200 $10.1M 0.17% -1,221 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: not reported; 2025Q4: not reported; 2026Q1: 4,589 shares; 2026Q2: 49,397 shares 49,397 $10M 0.17% +44,808 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183,588 shares; 2026Q2: 190,719 shares 190,719 $10M 0.17% +7,131 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,824 shares; 2024Q4: 345,245 shares; 2025Q1: 321,741 shares; 2025Q2: 289,367 shares; 2025Q3: 261,055 shares; 2025Q4: 248,022 shares; 2026Q1: 265,921 shares; 2026Q2: 260,988 shares 260,988 $9.79M 0.16% -4,933 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: 20,821 shares; 2024Q4: 31,682 shares; 2025Q1: 36,140 shares; 2025Q2: 39,728 shares; 2025Q3: 41,271 shares; 2025Q4: 40,670 shares; 2026Q1: 63,348 shares; 2026Q2: 66,486 shares 66,486 $9.76M 0.16% +3,138 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: 2,677 shares; 2025Q4: 54,001 shares; 2026Q1: 118,274 shares; 2026Q2: 124,480 shares 124,480 $9.56M 0.16% +6,206 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,384 shares; 2024Q4: 5,278 shares; 2025Q1: 5,207 shares; 2025Q2: 5,207 shares; 2025Q3: 4,959 shares; 2025Q4: 139,920 shares; 2026Q1: 208,157 shares; 2026Q2: 118,217 shares 118,217 $9.4M 0.16% -89,940 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,607 shares; 2024Q4: 2,933 shares; 2025Q1: 44,920 shares; 2025Q2: 69,484 shares; 2025Q3: 77,139 shares; 2025Q4: 70,946 shares; 2026Q1: 94,222 shares; 2026Q2: 93,042 shares 93,042 $9.36M 0.16% -1,180 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,570 shares; 2024Q4: 11,282 shares; 2025Q1: 14,280 shares; 2025Q2: 15,868 shares; 2025Q3: 16,917 shares; 2025Q4: 16,596 shares; 2026Q1: 34,994 shares; 2026Q2: 36,413 shares 36,413 $9.28M 0.16% +1,419 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: 3,997 shares; 2024Q4: 8,063 shares; 2025Q1: 8,947 shares; 2025Q2: 9,913 shares; 2025Q3: 9,600 shares; 2025Q4: 10,126 shares; 2026Q1: 23,038 shares; 2026Q2: 25,839 shares 25,839 $9.22M 0.15% +2,801 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: 6,715 shares; 2024Q4: 12,145 shares; 2025Q1: 14,016 shares; 2025Q2: 15,964 shares; 2025Q3: 16,923 shares; 2025Q4: 16,693 shares; 2026Q1: 30,068 shares; 2026Q2: 33,754 shares 33,754 $9.14M 0.15% +3,686 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,417 shares; 2024Q4: 92,322 shares; 2025Q1: 90,354 shares; 2025Q2: 90,523 shares; 2025Q3: 90,506 shares; 2025Q4: 90,437 shares; 2026Q1: 90,553 shares; 2026Q2: 90,675 shares 90,675 $8.98M 0.15% +122 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: 21,972 shares; 2024Q4: 35,395 shares; 2025Q1: 43,902 shares; 2025Q2: 49,318 shares; 2025Q3: 51,163 shares; 2025Q4: 36,248 shares; 2026Q1: 62,431 shares; 2026Q2: 64,003 shares 64,003 $8.95M 0.15% +1,572 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: 3,999 shares; 2024Q4: 5,527 shares; 2025Q1: 6,869 shares; 2025Q2: 7,900 shares; 2025Q3: 8,187 shares; 2025Q4: 7,899 shares; 2026Q1: 14,710 shares; 2026Q2: 15,306 shares 15,306 $8.88M 0.15% +596 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,959 shares; 2026Q2: 250,654 shares 250,654 $8.87M 0.15% +139,695 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: 16,345 shares; 2024Q4: 23,680 shares; 2025Q1: 26,479 shares; 2025Q2: 29,524 shares; 2025Q3: 30,741 shares; 2025Q4: 21,025 shares; 2026Q1: 45,100 shares; 2026Q2: 51,047 shares 51,047 $8.86M 0.15% +5,947 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145,503 shares; 2026Q1: 248,841 shares; 2026Q2: 210,977 shares 210,977 $8.85M 0.15% -37,864 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,149 shares; 2025Q1: 1,295 shares; 2025Q2: 1,318 shares; 2025Q3: 1,351 shares; 2025Q4: 5,309 shares; 2026Q1: 8,683 shares; 2026Q2: 8,825 shares 8,825 $8.8M 0.15% +142 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,861 shares; 2025Q1: 5,840 shares; 2025Q2: 5,840 shares; 2025Q3: 5,864 shares; 2025Q4: 49,374 shares; 2026Q1: 99,548 shares; 2026Q2: 92,686 shares 92,686 $8.68M 0.15% -6,862 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,895 shares; 2024Q4: 5,312 shares; 2025Q1: 5,317 shares; 2025Q2: 4,777 shares; 2025Q3: 4,725 shares; 2025Q4: 5,405 shares; 2026Q1: 74,438 shares; 2026Q2: 96,075 shares 96,075 $8.53M 0.14% +21,637 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,869 shares; 2024Q4: 51,901 shares; 2025Q1: 57,367 shares; 2025Q2: 60,856 shares; 2025Q3: 66,251 shares; 2025Q4: 79,643 shares; 2026Q1: 121,678 shares; 2026Q2: 128,970 shares 128,970 $8.51M 0.14% +7,292 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: 13,150 shares; 2024Q4: 22,345 shares; 2025Q1: 28,797 shares; 2025Q2: 32,877 shares; 2025Q3: 27,267 shares; 2025Q4: 27,686 shares; 2026Q1: 57,552 shares; 2026Q2: 63,689 shares 63,689 $8.45M 0.14% +6,137 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: 4,647 shares; 2024Q4: 6,809 shares; 2025Q1: 10,373 shares; 2025Q2: 12,116 shares; 2025Q3: 12,968 shares; 2025Q4: 12,757 shares; 2026Q1: 21,485 shares; 2026Q2: 22,302 shares 22,302 $8.39M 0.14% +817 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,773 shares; 2026Q1: 169,903 shares; 2026Q2: 247,864 shares 247,864 $8.35M 0.14% +77,961 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: 2,929 shares; 2024Q4: 3,550 shares; 2025Q1: 3,098 shares; 2025Q2: 2,853 shares; 2025Q3: 4,066 shares; 2025Q4: 6,865 shares; 2026Q1: 56,985 shares; 2026Q2: 57,082 shares 57,082 $8.31M 0.14% +97 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,545 shares; 2024Q4: 62,886 shares; 2025Q1: 67,252 shares; 2025Q2: 71,097 shares; 2025Q3: 72,596 shares; 2025Q4: 168,169 shares; 2026Q1: 166,588 shares; 2026Q2: 156,019 shares 156,019 $8.28M 0.14% -10,569 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,235 shares; 2024Q4: 242,385 shares; 2025Q1: 280,500 shares; 2025Q2: 278,310 shares; 2025Q3: 439,553 shares; 2025Q4: 451,039 shares; 2026Q1: 798,243 shares; 2026Q2: 827,077 shares 827,077 $8.25M 0.14% +28,834 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: 30,870 shares; 2024Q4: 45,804 shares; 2025Q1: 51,333 shares; 2025Q2: 57,126 shares; 2025Q3: 59,358 shares; 2025Q4: 64,947 shares; 2026Q1: 98,447 shares; 2026Q2: 97,290 shares 97,290 $8.19M 0.14% -1,157 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: 5,574 shares; 2024Q4: 10,490 shares; 2025Q1: 13,140 shares; 2025Q2: 15,874 shares; 2025Q3: 17,091 shares; 2025Q4: 16,330 shares; 2026Q1: 26,100 shares; 2026Q2: 27,976 shares 27,976 $8.19M 0.14% +1,876 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,723 shares; 2026Q1: 89,533 shares; 2026Q2: 102,799 shares 102,799 $8.04M 0.13% +13,266 Timeline BUFB 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: 144,412 shares; 2024Q4: 145,710 shares; 2025Q1: 145,225 shares; 2025Q2: 145,732 shares; 2025Q3: 148,842 shares; 2025Q4: 181,796 shares; 2026Q1: 199,050 shares; 2026Q2: 200,219 shares 200,219 $7.84M 0.13% +1,169 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: 2,503 shares; 2024Q4: 4,081 shares; 2025Q1: 5,529 shares; 2025Q2: 6,588 shares; 2025Q3: 5,387 shares; 2025Q4: 4,830 shares; 2026Q1: 5,994 shares; 2026Q2: 4,488 shares 4,488 $7.77M 0.13% -1,506 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,469 shares; 2026Q2: 26,865 shares 26,865 $7.73M 0.13% +18,396 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,078 shares; 2024Q4: 2,008 shares; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares; 2025Q4: 20,120 shares; 2026Q1: 31,398 shares; 2026Q2: 25,522 shares 25,522 $7.72M 0.13% -5,876 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,928 shares; 2024Q4: 5,929 shares; 2025Q1: 6,866 shares; 2025Q2: 7,629 shares; 2025Q3: 8,395 shares; 2025Q4: 8,866 shares; 2026Q1: 20,883 shares; 2026Q2: 25,350 shares 25,350 $7.7M 0.13% +4,467 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,139 shares; 2024Q4: 108,188 shares; 2025Q1: 111,936 shares; 2025Q2: 113,242 shares; 2025Q3: 115,325 shares; 2025Q4: 44,583 shares; 2026Q1: 69,346 shares; 2026Q2: 35,316 shares 35,316 $7.67M 0.13% -34,030 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,791 shares; 2024Q4: 153,141 shares; 2025Q1: 164,286 shares; 2025Q2: 169,398 shares; 2025Q3: 169,039 shares; 2025Q4: 170,797 shares; 2026Q1: 229,193 shares; 2026Q2: 227,100 shares 227,100 $7.63M 0.13% -2,093 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: not reported; 2024Q4: 1,839 shares; 2025Q1: 29,704 shares; 2025Q2: 32,922 shares; 2025Q3: 34,939 shares; 2025Q4: 33,766 shares; 2026Q1: 48,652 shares; 2026Q2: 50,913 shares 50,913 $7.6M 0.13% +2,261 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,521 shares; 2026Q1: 221,426 shares; 2026Q2: 146,416 shares 146,416 $7.6M 0.13% -75,010 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: 11,061 shares; 2024Q4: 11,073 shares; 2025Q1: 11,350 shares; 2025Q2: 11,783 shares; 2025Q3: 12,328 shares; 2025Q4: 12,062 shares; 2026Q1: 26,404 shares; 2026Q2: 22,596 shares 22,596 $7.58M 0.13% -3,808 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137,259 shares; 2026Q2: 156,067 shares 156,067 $7.49M 0.13% +18,808 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,933 shares; 2026Q2: 91,833 shares 91,833 $7.42M 0.12% +14,900 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,514 shares; 2026Q1: 73,404 shares; 2026Q2: 78,249 shares 78,249 $7.31M 0.12% +4,845 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,236 shares; 2026Q2: 63,938 shares 63,938 $7.25M 0.12% +32,702 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,813 shares; 2024Q4: 4,617 shares; 2025Q1: 5,044 shares; 2025Q2: 4,856 shares; 2025Q3: 4,615 shares; 2025Q4: 4,524 shares; 2026Q1: 13,496 shares; 2026Q2: 13,972 shares 13,972 $7.22M 0.12% +476 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: not reported; 2024Q4: 1,422 shares; 2025Q1: 1,403 shares; 2025Q2: 1,357 shares; 2025Q3: 1,444 shares; 2025Q4: 1,415 shares; 2026Q1: 6,358 shares; 2026Q2: 6,874 shares 6,874 $7.21M 0.12% +516 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,482 shares; 2024Q4: 5,320 shares; 2025Q1: 6,560 shares; 2025Q2: 7,379 shares; 2025Q3: 7,907 shares; 2025Q4: 8,377 shares; 2026Q1: 12,156 shares; 2026Q2: 10,892 shares 10,892 $6.91M 0.12% -1,264 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,009 shares; 2025Q2: 9,431 shares; 2025Q3: 9,518 shares; 2025Q4: 5,966 shares; 2026Q1: 17,190 shares; 2026Q2: 16,707 shares 16,707 $6.9M 0.12% -483 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: 6,597 shares; 2024Q4: 5,542 shares; 2025Q1: 4,515 shares; 2025Q2: 4,272 shares; 2025Q3: 2,880 shares; 2025Q4: 4,192 shares; 2026Q1: 65,699 shares; 2026Q2: 73,592 shares 73,592 $6.86M 0.12% +7,893 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: 3,512 shares; 2024Q4: 7,388 shares; 2025Q1: 7,862 shares; 2025Q2: 7,981 shares; 2025Q3: 8,303 shares; 2025Q4: 9,153 shares; 2026Q1: 38,762 shares; 2026Q2: 30,847 shares 30,847 $6.84M 0.11% -7,915 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,757 shares; 2024Q4: 5,462 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,487 shares; 2026Q2: 37,614 shares 37,614 $6.82M 0.11% +127 Timeline IGEB 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: 6,647 shares; 2026Q1: 125,548 shares; 2026Q2: 153,618 shares 153,618 $6.81M 0.11% +28,070 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,285 shares; 2026Q1: 84,250 shares; 2026Q2: 69,608 shares 69,608 $6.81M 0.11% -14,642 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: not reported; 2024Q4: 4,280 shares; 2025Q1: 4,728 shares; 2025Q2: 5,192 shares; 2025Q3: 5,347 shares; 2025Q4: 5,970 shares; 2026Q1: 91,168 shares; 2026Q2: 92,376 shares 92,376 $6.73M 0.11% +1,208 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,994 shares; 2026Q1: 216,546 shares; 2026Q2: 158,939 shares 158,939 $6.69M 0.11% -57,607 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: 228,854 shares; 2024Q4: 233,549 shares; 2025Q1: 231,082 shares; 2025Q2: 220,818 shares; 2025Q3: 210,061 shares; 2025Q4: 210,756 shares; 2026Q1: 183,065 shares; 2026Q2: 199,365 shares 199,365 $6.66M 0.11% +16,300 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: 26,526 shares; 2024Q4: 33,559 shares; 2025Q1: 46,822 shares; 2025Q2: 52,010 shares; 2025Q3: 52,777 shares; 2025Q4: 61,634 shares; 2026Q1: 97,447 shares; 2026Q2: 115,465 shares 115,465 $6.59M 0.11% +18,018 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,428 shares; 2024Q4: 64,952 shares; 2025Q1: 45,315 shares; 2025Q2: 45,968 shares; 2025Q3: 43,020 shares; 2025Q4: 35,865 shares; 2026Q1: 50,770 shares; 2026Q2: 51,757 shares 51,757 $6.57M 0.11% +987 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: 11,112 shares; 2024Q4: 12,565 shares; 2025Q1: 12,016 shares; 2025Q2: 13,071 shares; 2025Q3: 13,925 shares; 2025Q4: 15,121 shares; 2026Q1: 30,460 shares; 2026Q2: 27,101 shares 27,101 $6.45M 0.11% -3,359 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,207 shares; 2026Q2: 11,401 shares 11,401 $6.25M 0.1% -10,806 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,415 shares 12,415 $6.18M 0.1% new 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: 15,834 shares; 2024Q4: 16,082 shares; 2025Q1: 17,200 shares; 2025Q2: 17,686 shares; 2025Q3: 17,576 shares; 2025Q4: 31,297 shares; 2026Q1: 38,966 shares; 2026Q2: 37,453 shares 37,453 $6.09M 0.1% -1,513 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,250 shares; 2024Q4: 57,499 shares; 2025Q1: 34,323 shares; 2025Q2: 36,269 shares; 2025Q3: 38,280 shares; 2025Q4: 38,947 shares; 2026Q1: 46,174 shares; 2026Q2: 81,103 shares 81,103 $6.07M 0.1% +34,929 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,275 shares; 2026Q1: 137,374 shares; 2026Q2: 116,615 shares 116,615 $6.05M 0.1% -20,759 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,561 shares; 2025Q1: 5,576 shares; 2025Q2: 5,694 shares; 2025Q3: 5,659 shares; 2025Q4: 6,130 shares; 2026Q1: 72,251 shares; 2026Q2: 68,442 shares 68,442 $5.95M 0.1% -3,809 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,061 shares; 2026Q2: 182,404 shares 182,404 $5.91M 0.1% +41,343 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: 32,431 shares; 2026Q2: 35,591 shares 35,591 $5.86M 0.1% +3,160 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,324 shares; 2024Q4: 89,010 shares; 2025Q1: 84,211 shares; 2025Q2: 82,363 shares; 2025Q3: 76,994 shares; 2025Q4: 82,413 shares; 2026Q1: 114,100 shares; 2026Q2: 123,538 shares 123,538 $5.84M 0.1% +9,438 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: 8,832 shares; 2024Q4: 9,205 shares; 2025Q1: 9,678 shares; 2025Q2: 10,552 shares; 2025Q3: 11,544 shares; 2025Q4: 12,265 shares; 2026Q1: 15,503 shares; 2026Q2: 17,275 shares 17,275 $5.82M 0.1% +1,772 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,951 shares; 2024Q4: 153,127 shares; 2025Q1: 152,738 shares; 2025Q2: 147,175 shares; 2025Q3: 145,509 shares; 2025Q4: 144,595 shares; 2026Q1: 173,944 shares; 2026Q2: 165,405 shares 165,405 $5.78M 0.1% -8,539 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,964 shares; 2024Q4: 187,331 shares; 2025Q1: 161,846 shares; 2025Q2: 160,045 shares; 2025Q3: 160,426 shares; 2025Q4: 157,319 shares; 2026Q1: 212,578 shares; 2026Q2: 213,071 shares 213,071 $5.78M 0.1% +493 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,013 shares; 2024Q4: 135,078 shares; 2025Q1: 153,395 shares; 2025Q2: 158,206 shares; 2025Q3: 163,956 shares; 2025Q4: 212,257 shares; 2026Q1: 50,462 shares; 2026Q2: 142,329 shares 142,329 $5.74M 0.1% +91,867 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,316 shares; 2024Q4: 115,340 shares; 2025Q1: 122,524 shares; 2025Q2: 124,152 shares; 2025Q3: 123,376 shares; 2025Q4: 127,943 shares; 2026Q1: 105,321 shares; 2026Q2: 102,585 shares 102,585 $5.64M 0.09% -2,736 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,558 shares; 2024Q4: 23,401 shares; 2025Q1: 38,573 shares; 2025Q2: 40,603 shares; 2025Q3: 41,578 shares; 2025Q4: 43,797 shares; 2026Q1: 58,319 shares; 2026Q2: 58,498 shares 58,498 $5.61M 0.09% +179 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: not reported; 2025Q3: 39,928 shares; 2025Q4: 52,321 shares; 2026Q1: 80,406 shares; 2026Q2: 85,209 shares 85,209 $5.58M 0.09% +4,803 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110,772 shares 110,772 $5.49M 0.09% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,604 shares; 2024Q4: 13,528 shares; 2025Q1: 16,947 shares; 2025Q2: 19,891 shares; 2025Q3: 21,550 shares; 2025Q4: 20,939 shares; 2026Q1: 33,239 shares; 2026Q2: 18,703 shares 18,703 $5.44M 0.09% -14,536 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: 3,441 shares; 2024Q4: 3,488 shares; 2025Q1: 3,586 shares; 2025Q2: 3,612 shares; 2025Q3: 3,664 shares; 2025Q4: 3,997 shares; 2026Q1: 12,589 shares; 2026Q2: 13,601 shares 13,601 $5.42M 0.09% +1,012 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 188,096 shares 188,096 $5.42M 0.09% new 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: 1,457 shares; 2024Q4: 1,992 shares; 2025Q1: 1,743 shares; 2025Q2: 1,594 shares; 2025Q3: 1,350 shares; 2025Q4: 1,384 shares; 2026Q1: 5,481 shares; 2026Q2: 6,151 shares 6,151 $5.37M 0.09% +670 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,537 shares; 2026Q2: 118,629 shares 118,629 $5.37M 0.09% +4,092 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,021 shares; 2024Q4: 2,894 shares; 2025Q1: 3,967 shares; 2025Q2: 4,958 shares; 2025Q3: 5,100 shares; 2025Q4: 5,374 shares; 2026Q1: 8,480 shares; 2026Q2: 7,158 shares 7,158 $5.32M 0.09% -1,322 Timeline AVLV 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: 9,252 shares; 2024Q4: 12,416 shares; 2025Q1: 17,231 shares; 2025Q2: 18,909 shares; 2025Q3: 19,441 shares; 2025Q4: 23,622 shares; 2026Q1: 56,657 shares; 2026Q2: 57,152 shares 57,152 $5.27M 0.09% +495 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,019 shares; 2025Q4: 245,039 shares; 2026Q1: 456,458 shares; 2026Q2: 540,535 shares 540,535 $5.23M 0.09% +84,077 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,691 shares; 2025Q3: 5,611 shares; 2025Q4: 67,318 shares; 2026Q1: 100,939 shares; 2026Q2: 104,634 shares 104,634 $5.2M 0.09% +3,695 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,664 shares; 2024Q4: 38,889 shares; 2025Q1: 43,950 shares; 2025Q2: 50,440 shares; 2025Q3: 51,215 shares; 2025Q4: 53,235 shares; 2026Q1: 72,828 shares; 2026Q2: 76,157 shares 76,157 $5.18M 0.09% +3,329 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: not reported; 2024Q4: 3,133 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares; 2025Q4: 3,221 shares; 2026Q1: 45,373 shares; 2026Q2: 45,499 shares 45,499 $5.17M 0.09% +126 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,062 shares; 2024Q4: 324,288 shares; 2025Q1: 278,425 shares; 2025Q2: 238,937 shares; 2025Q3: 205,410 shares; 2025Q4: 187,732 shares; 2026Q1: 198,989 shares; 2026Q2: 189,461 shares 189,461 $5.16M 0.09% -9,528 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,079 shares 21,079 $5.15M 0.09% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,961 shares; 2024Q4: 112,485 shares; 2025Q1: 125,640 shares; 2025Q2: 146,215 shares; 2025Q3: 145,590 shares; 2025Q4: 153,111 shares; 2026Q1: 227,153 shares; 2026Q2: 222,085 shares 222,085 $5.13M 0.09% -5,068 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: 23,405 shares; 2024Q4: 31,350 shares; 2025Q1: 29,678 shares; 2025Q2: 29,154 shares; 2025Q3: 28,886 shares; 2025Q4: 30,081 shares; 2026Q1: 58,584 shares; 2026Q2: 58,391 shares 58,391 $5.1M 0.09% -193 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,529 shares; 2024Q4: 7,987 shares; 2025Q1: 11,036 shares; 2025Q2: 13,280 shares; 2025Q3: 13,641 shares; 2025Q4: 25,691 shares; 2026Q1: 48,397 shares; 2026Q2: 56,604 shares 56,604 $5.07M 0.09% +8,207 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,869 shares; 2024Q4: 103,042 shares; 2025Q1: 112,171 shares; 2025Q2: 122,665 shares; 2025Q3: 124,128 shares; 2025Q4: 130,451 shares; 2026Q1: 185,755 shares; 2026Q2: 186,236 shares 186,236 $4.95M 0.08% +481 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: 13,262 shares; 2024Q4: 13,553 shares; 2025Q1: 11,647 shares; 2025Q2: 10,744 shares; 2025Q3: 9,722 shares; 2025Q4: 10,151 shares; 2026Q1: 37,560 shares; 2026Q2: 36,197 shares 36,197 $4.82M 0.08% -1,363 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 139,059 shares; 2026Q2: 142,398 shares 142,398 $4.72M 0.08% +3,339 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: 5,291 shares; 2026Q2: 8,125 shares 8,125 $4.71M 0.08% +2,834 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: 6,624 shares; 2024Q4: 9,220 shares; 2025Q1: 13,915 shares; 2025Q2: 17,034 shares; 2025Q3: 17,769 shares; 2025Q4: 19,230 shares; 2026Q1: 29,365 shares; 2026Q2: 31,130 shares 31,130 $4.65M 0.08% +1,765 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: 26,109 shares; 2024Q4: 26,183 shares; 2025Q1: 23,245 shares; 2025Q2: 22,746 shares; 2025Q3: 21,625 shares; 2025Q4: 21,040 shares; 2026Q1: 19,295 shares; 2026Q2: 19,116 shares 19,116 $4.59M 0.08% -179 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156,034 shares; 2026Q2: 156,780 shares 156,780 $4.57M 0.08% +746 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,298 shares; 2026Q2: 14,311 shares 14,311 $4.55M 0.08% +13 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: 4,074 shares; 2024Q4: 4,799 shares; 2025Q1: 4,914 shares; 2025Q2: 4,567 shares; 2025Q3: 3,354 shares; 2025Q4: 3,438 shares; 2026Q1: 42,080 shares; 2026Q2: 54,067 shares 54,067 $4.53M 0.08% +11,987 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: not reported; 2024Q4: 1,685 shares; 2025Q1: 1,750 shares; 2025Q2: 1,882 shares; 2025Q3: 2,015 shares; 2025Q4: 2,451 shares; 2026Q1: 23,112 shares; 2026Q2: 28,963 shares 28,963 $4.53M 0.08% +5,851 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: 1,165 shares; 2024Q4: 2,643 shares; 2025Q1: 2,893 shares; 2025Q2: 2,896 shares; 2025Q3: 2,896 shares; 2025Q4: 2,974 shares; 2026Q1: 52,710 shares; 2026Q2: 54,212 shares 54,212 $4.52M 0.08% +1,502 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,126 shares; 2025Q2: 20,717 shares; 2025Q3: 21,558 shares; 2025Q4: 21,340 shares; 2026Q1: 27,544 shares; 2026Q2: 28,656 shares 28,656 $4.5M 0.08% +1,112 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: 4,685 shares; 2024Q4: 4,846 shares; 2025Q1: 5,233 shares; 2025Q2: 5,321 shares; 2025Q3: 5,723 shares; 2025Q4: 7,525 shares; 2026Q1: 16,624 shares; 2026Q2: 12,430 shares 12,430 $4.49M 0.08% -4,194 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89,124 shares 89,124 $4.47M 0.08% new Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,539 shares 87,539 $4.37M 0.07% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,297 shares; 2024Q4: 9,114 shares; 2025Q1: 9,494 shares; 2025Q2: 10,188 shares; 2025Q3: 10,582 shares; 2025Q4: 10,516 shares; 2026Q1: 11,833 shares; 2026Q2: 11,186 shares 11,186 $4.35M 0.07% -647 Timeline LMUB 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: 70,274 shares; 2026Q2: 87,187 shares 87,187 $4.34M 0.07% +16,913 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,604 shares; 2026Q2: 26,371 shares 26,371 $4.27M 0.07% +2,767 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,928 shares; 2026Q2: 171,690 shares 171,690 $4.22M 0.07% +119,762 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,693 shares; 2026Q1: 22,613 shares; 2026Q2: 37,277 shares 37,277 $4.2M 0.07% +14,664 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: 15,213 shares; 2024Q4: 15,301 shares; 2025Q1: 16,286 shares; 2025Q2: 16,132 shares; 2025Q3: 15,737 shares; 2025Q4: 15,714 shares; 2026Q1: 17,005 shares; 2026Q2: 17,046 shares 17,046 $4.19M 0.07% +41 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: 36,185 shares 36,185 $4.11M 0.07% new 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: 56,456 shares; 2024Q4: 58,416 shares; 2025Q1: 61,331 shares; 2025Q2: 65,247 shares; 2025Q3: 67,456 shares; 2025Q4: 49,780 shares; 2026Q1: 50,126 shares; 2026Q2: 39,431 shares 39,431 $4.07M 0.07% -10,695 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: 14,464 shares; 2024Q4: 21,509 shares; 2025Q1: 23,719 shares; 2025Q2: 26,300 shares; 2025Q3: 13,479 shares; 2025Q4: 9,918 shares; 2026Q1: 29,842 shares; 2026Q2: 27,270 shares 27,270 $4.05M 0.07% -2,572 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,756 shares; 2026Q2: 44,587 shares 44,587 $4.05M 0.07% -12,169 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,359 shares; 2026Q2: 36,557 shares 36,557 $4.02M 0.07% +8,198 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,813 shares; 2024Q4: 69,690 shares; 2025Q1: 77,228 shares; 2025Q2: 91,354 shares; 2025Q3: 94,273 shares; 2025Q4: 98,743 shares; 2026Q1: 139,806 shares; 2026Q2: 140,040 shares 140,040 $4M 0.07% +234 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,646 shares; 2026Q2: 52,399 shares 52,399 $3.95M 0.07% -247 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: 18,219 shares; 2024Q4: 21,155 shares; 2025Q1: 16,399 shares; 2025Q2: 17,527 shares; 2025Q3: 17,268 shares; 2025Q4: 19,078 shares; 2026Q1: 134,108 shares; 2026Q2: 160,297 shares 160,297 $3.91M 0.07% +26,189 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,420 shares; 2025Q4: 4,579 shares; 2026Q1: 46,671 shares; 2026Q2: 43,707 shares 43,707 $3.91M 0.07% -2,964 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: not reported; 2024Q4: not reported; 2025Q1: 4,714 shares; 2025Q2: 4,439 shares; 2025Q3: 4,412 shares; 2025Q4: 5,123 shares; 2026Q1: 33,564 shares; 2026Q2: 37,110 shares 37,110 $3.87M 0.06% +3,546 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES 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: 127,859 shares; 2026Q2: 129,033 shares 129,033 $3.82M 0.06% +1,174 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: 13,471 shares; 2024Q4: 20,295 shares; 2025Q1: 31,134 shares; 2025Q2: 38,031 shares; 2025Q3: 13,731 shares; 2025Q4: 7,777 shares; 2026Q1: 26,577 shares; 2026Q2: 29,135 shares 29,135 $3.81M 0.06% +2,558 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: 15,480 shares; 2024Q4: 14,820 shares; 2025Q1: 14,136 shares; 2025Q2: 12,636 shares; 2025Q3: 8,784 shares; 2025Q4: 8,424 shares; 2026Q1: 24,983 shares; 2026Q2: 26,452 shares 26,452 $3.79M 0.06% +1,469 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,189 shares; 2024Q4: 170,955 shares; 2025Q1: 121,249 shares; 2025Q2: 124,852 shares; 2025Q3: 130,239 shares; 2025Q4: 138,033 shares; 2026Q1: 129,431 shares; 2026Q2: 140,333 shares 140,333 $3.77M 0.06% +10,902 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,170 shares; 2026Q2: 21,269 shares 21,269 $3.77M 0.06% +8,099 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: 5,891 shares; 2024Q4: 6,074 shares; 2025Q1: 5,939 shares; 2025Q2: 5,528 shares; 2025Q3: 5,374 shares; 2025Q4: 5,833 shares; 2026Q1: 17,559 shares; 2026Q2: 17,538 shares 17,538 $3.76M 0.06% -21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,153 shares; 2026Q2: 47,159 shares 47,159 $3.75M 0.06% +12,006 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,173 shares; 2024Q4: 78,259 shares; 2025Q1: 124,580 shares; 2025Q2: 129,677 shares; 2025Q3: 139,099 shares; 2025Q4: 59,814 shares; 2026Q1: 70,898 shares; 2026Q2: 69,821 shares 69,821 $3.63M 0.06% -1,077 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: 15,773 shares; 2024Q4: 16,181 shares; 2025Q1: 13,274 shares; 2025Q2: 13,110 shares; 2025Q3: 12,760 shares; 2025Q4: 12,969 shares; 2026Q1: 31,362 shares; 2026Q2: 33,706 shares 33,706 $3.61M 0.06% +2,344 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103,237 shares 103,237 $3.6M 0.06% new Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL 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: 50,099 shares; 2025Q4: 54,107 shares; 2026Q1: 76,412 shares; 2026Q2: 77,113 shares 77,113 $3.59M 0.06% +701 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,291 shares; 2025Q3: not reported; 2025Q4: 13,531 shares; 2026Q1: 116,175 shares; 2026Q2: 124,327 shares 124,327 $3.57M 0.06% +8,152 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,094 shares; 2026Q2: 126,879 shares 126,879 $3.55M 0.06% +42,785 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: 15,364 shares; 2024Q4: 12,080 shares; 2025Q1: 10,283 shares; 2025Q2: 9,828 shares; 2025Q3: 9,142 shares; 2025Q4: 9,071 shares; 2026Q1: 53,599 shares; 2026Q2: 49,777 shares 49,777 $3.52M 0.06% -3,822 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,566 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,411 shares; 2026Q1: 7,304 shares; 2026Q2: 14,447 shares 14,447 $3.52M 0.06% +7,143 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: 6,970 shares; 2026Q2: 10,498 shares 10,498 $3.51M 0.06% +3,528 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,265 shares; 2026Q2: 24,951 shares 24,951 $3.43M 0.06% -2,314 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,092 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,934 shares; 2025Q4: 71,271 shares; 2026Q1: 101,882 shares; 2026Q2: 106,828 shares 106,828 $3.39M 0.06% +4,946 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,508 shares; 2024Q4: 1,912 shares; 2025Q1: 2,814 shares; 2025Q2: 3,712 shares; 2025Q3: 3,912 shares; 2025Q4: 4,190 shares; 2026Q1: 6,179 shares; 2026Q2: 6,820 shares 6,820 $3.37M 0.06% +641 Timeline PMAR 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: 71,127 shares; 2026Q2: 70,159 shares 70,159 $3.36M 0.06% -968 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: 30,583 shares; 2024Q4: 36,238 shares; 2025Q1: 38,780 shares; 2025Q2: 42,077 shares; 2025Q3: 41,574 shares; 2025Q4: 35,014 shares; 2026Q1: 59,141 shares; 2026Q2: 60,387 shares 60,387 $3.34M 0.06% +1,246 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: 4,222 shares; 2024Q4: 5,994 shares; 2025Q1: 7,373 shares; 2025Q2: 9,070 shares; 2025Q3: 9,513 shares; 2025Q4: 8,717 shares; 2026Q1: 11,914 shares; 2026Q2: 14,817 shares 14,817 $3.24M 0.05% +2,903 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: 4,675 shares; 2026Q2: 6,485 shares 6,485 $3.23M 0.05% +1,810 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,135 shares; 2025Q2: 2,033 shares; 2025Q3: not reported; 2025Q4: 5,535 shares; 2026Q1: 21,228 shares; 2026Q2: 19,626 shares 19,626 $3.18M 0.05% -1,602 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: 6,168 shares; 2024Q4: 7,240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,856 shares; 2026Q2: 20,054 shares 20,054 $3.13M 0.05% +12,198 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,405 shares; 2026Q1: 30,122 shares; 2026Q2: 34,632 shares 34,632 $3.12M 0.05% +4,510 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: 27,137 shares; 2024Q4: 19,691 shares; 2025Q1: 17,608 shares; 2025Q2: 20,021 shares; 2025Q3: 14,955 shares; 2025Q4: 15,892 shares; 2026Q1: 58,227 shares; 2026Q2: 61,161 shares 61,161 $3.09M 0.05% +2,934 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: 1,157 shares; 2024Q4: 2,035 shares; 2025Q1: 1,890 shares; 2025Q2: 2,011 shares; 2025Q3: 2,320 shares; 2025Q4: 2,419 shares; 2026Q1: 9,737 shares; 2026Q2: 11,050 shares 11,050 $3.09M 0.05% +1,313 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: 14,808 shares; 2024Q4: 19,111 shares; 2025Q1: 19,079 shares; 2025Q2: 17,596 shares; 2025Q3: 17,382 shares; 2025Q4: 16,283 shares; 2026Q1: 27,741 shares; 2026Q2: 30,600 shares 30,600 $3.08M 0.05% +2,859 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,933 shares 40,933 $3.07M 0.05% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,456 shares; 2026Q2: 84,841 shares 84,841 $3.07M 0.05% +48,385 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: not reported; 2024Q4: 914 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 751 shares; 2026Q1: 8,218 shares; 2026Q2: 7,860 shares 7,860 $3.07M 0.05% -358 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,524 shares; 2024Q4: 61,077 shares; 2025Q1: 67,896 shares; 2025Q2: 80,550 shares; 2025Q3: 82,245 shares; 2025Q4: 85,837 shares; 2026Q1: 119,247 shares; 2026Q2: 116,391 shares 116,391 $3.07M 0.05% -2,856 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 11,913 shares; 2025Q4: 663,509 shares; 2026Q1: 703,074 shares; 2026Q2: 700,712 shares 700,712 $3.06M 0.05% -2,362 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,108 shares; 2026Q2: 16,988 shares 16,988 $3.05M 0.05% +880 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,553 shares; 2025Q3: 12,951 shares; 2025Q4: 18,638 shares; 2026Q1: 65,604 shares; 2026Q2: 68,294 shares 68,294 $3.04M 0.05% +2,690 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,110 shares; 2026Q2: 18,835 shares 18,835 $3.04M 0.05% -55,275 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172,430 shares; 2026Q2: 172,862 shares 172,862 $3.03M 0.05% +432 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,477 shares; 2026Q2: 31,704 shares 31,704 $3.03M 0.05% -19,773 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,746 shares; 2025Q2: 56,288 shares; 2025Q3: 57,952 shares; 2025Q4: 51,481 shares; 2026Q1: 95,877 shares; 2026Q2: 70,343 shares 70,343 $3.02M 0.05% -25,534 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 1,816 shares; 2026Q1: 2,651 shares; 2026Q2: 7,984 shares 7,984 $3.01M 0.05% +5,333 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,377 shares; 2026Q2: 14,268 shares 14,268 $3.01M 0.05% +891 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,456 shares; 2024Q4: 12,044 shares; 2025Q1: 16,963 shares; 2025Q2: 18,971 shares; 2025Q3: 22,809 shares; 2025Q4: 23,487 shares; 2026Q1: 42,720 shares; 2026Q2: 57,203 shares 57,203 $2.99M 0.05% +14,483 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,478 shares; 2024Q4: 5,456 shares; 2025Q1: 21,465 shares; 2025Q2: 25,079 shares; 2025Q3: 24,343 shares; 2025Q4: 22,458 shares; 2026Q1: 31,674 shares; 2026Q2: 35,360 shares 35,360 $2.97M 0.05% +3,686 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,434 shares; 2024Q4: 2,461 shares; 2025Q1: 2,364 shares; 2025Q2: 3,011 shares; 2025Q3: 3,154 shares; 2025Q4: 3,328 shares; 2026Q1: 6,429 shares; 2026Q2: 5,016 shares 5,016 $2.96M 0.05% -1,413 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,425 shares; 2026Q2: 30,975 shares 30,975 $2.95M 0.05% +17,550 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,560 shares; 2026Q2: 51,086 shares 51,086 $2.94M 0.05% +526 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,660 shares; 2024Q4: 21,234 shares; 2025Q1: 21,190 shares; 2025Q2: 21,169 shares; 2025Q3: 20,903 shares; 2025Q4: 20,073 shares; 2026Q1: 19,681 shares; 2026Q2: 19,704 shares 19,704 $2.92M 0.05% +23 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: 6,554 shares; 2024Q4: 9,761 shares; 2025Q1: 12,776 shares; 2025Q2: 16,172 shares; 2025Q3: 17,037 shares; 2025Q4: 17,999 shares; 2026Q1: 28,564 shares; 2026Q2: 30,840 shares 30,840 $2.92M 0.05% +2,276 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: 9,442 shares; 2024Q4: 10,750 shares; 2025Q1: 11,460 shares; 2025Q2: 10,991 shares; 2025Q3: 11,714 shares; 2025Q4: 13,217 shares; 2026Q1: 127,727 shares; 2026Q2: 117,466 shares 117,466 $2.9M 0.05% -10,261 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,369 shares; 2026Q2: 54,223 shares 54,223 $2.89M 0.05% +5,854 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,638 shares; 2026Q1: 104,054 shares; 2026Q2: 114,278 shares 114,278 $2.89M 0.05% +10,224 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,439 shares; 2025Q2: 16,279 shares; 2025Q3: 16,753 shares; 2025Q4: 17,783 shares; 2026Q1: 31,253 shares; 2026Q2: 29,957 shares 29,957 $2.89M 0.05% -1,296 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,212 shares; 2026Q1: 63,387 shares; 2026Q2: 65,481 shares 65,481 $2.87M 0.05% +2,094 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,832 shares; 2024Q4: 2,248 shares; 2025Q1: 2,597 shares; 2025Q2: 2,979 shares; 2025Q3: 3,093 shares; 2025Q4: 2,444 shares; 2026Q1: 5,915 shares; 2026Q2: 5,653 shares 5,653 $2.87M 0.05% -262 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,603 shares; 2026Q1: 14,718 shares; 2026Q2: 15,460 shares 15,460 $2.85M 0.05% +742 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,181 shares 11,181 $2.83M 0.05% new 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: 9,738 shares; 2024Q4: 10,033 shares; 2025Q1: 9,441 shares; 2025Q2: 9,411 shares; 2025Q3: 9,163 shares; 2025Q4: 9,320 shares; 2026Q1: 13,505 shares; 2026Q2: 13,360 shares 13,360 $2.83M 0.05% -145 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,873 shares; 2024Q4: 16,670 shares; 2025Q1: 18,545 shares; 2025Q2: 18,934 shares; 2025Q3: 19,130 shares; 2025Q4: 20,106 shares; 2026Q1: 25,815 shares; 2026Q2: 26,905 shares 26,905 $2.8M 0.05% +1,090 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,439 shares; 2024Q4: 15,464 shares; 2025Q1: 17,295 shares; 2025Q2: 19,028 shares; 2025Q3: 19,750 shares; 2025Q4: 21,133 shares; 2026Q1: 31,504 shares; 2026Q2: 33,976 shares 33,976 $2.77M 0.05% +2,472 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,161 shares; 2024Q4: 10,496 shares; 2025Q1: 10,824 shares; 2025Q2: 11,399 shares; 2025Q3: 11,922 shares; 2025Q4: 12,473 shares; 2026Q1: 13,059 shares; 2026Q2: 14,216 shares 14,216 $2.76M 0.05% +1,157 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,311 shares; 2025Q3: 39,413 shares; 2025Q4: 40,820 shares; 2026Q1: 61,547 shares; 2026Q2: 64,026 shares 64,026 $2.74M 0.05% +2,479 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 7,935 shares; 2026Q2: 8,085 shares 8,085 $2.74M 0.05% +150 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,001 shares; 2026Q2: 22,677 shares 22,677 $2.73M 0.05% +676 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,799 shares; 2026Q2: 8,769 shares 8,769 $2.73M 0.05% +4,970 Timeline INTF 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: 61,192 shares; 2026Q2: 65,560 shares 65,560 $2.72M 0.05% +4,368 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,415 shares; 2026Q2: 50,268 shares 50,268 $2.71M 0.05% -147 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,751 shares; 2026Q2: 29,383 shares 29,383 $2.69M 0.05% +19,632 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: not reported; 2025Q4: not reported; 2026Q1: 5,701 shares; 2026Q2: 6,263 shares 6,263 $2.67M 0.04% +562 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,110 shares; 2026Q1: 17,736 shares; 2026Q2: 20,817 shares 20,817 $2.66M 0.04% +3,081 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,986 shares; 2024Q4: 46,729 shares; 2025Q1: 54,114 shares; 2025Q2: 56,782 shares; 2025Q3: 53,232 shares; 2025Q4: 11,785 shares; 2026Q1: 18,716 shares; 2026Q2: 17,629 shares 17,629 $2.66M 0.04% -1,087 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,918 shares; 2026Q2: 16,877 shares 16,877 $2.66M 0.04% +8,959 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: 5,889 shares; 2024Q4: 6,939 shares; 2025Q1: 6,182 shares; 2025Q2: 5,882 shares; 2025Q3: 5,226 shares; 2025Q4: 5,304 shares; 2026Q1: 13,955 shares; 2026Q2: 12,419 shares 12,419 $2.63M 0.04% -1,536 Timeline QTOP 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: 62,498 shares; 2026Q2: 73,549 shares 73,549 $2.61M 0.04% +11,051 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,582 shares; 2024Q4: 6,528 shares; 2025Q1: 9,974 shares; 2025Q2: 10,429 shares; 2025Q3: 10,239 shares; 2025Q4: 10,483 shares; 2026Q1: 14,565 shares; 2026Q2: 15,424 shares 15,424 $2.6M 0.04% +859 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,656 shares; 2024Q4: 45,401 shares; 2025Q1: 47,189 shares; 2025Q2: 48,303 shares; 2025Q3: 48,917 shares; 2025Q4: 38,488 shares; 2026Q1: 44,618 shares; 2026Q2: 44,125 shares 44,125 $2.6M 0.04% -493 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,722 shares; 2026Q2: 8,414 shares 8,414 $2.57M 0.04% +692 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,633 shares; 2025Q2: 7,187 shares; 2025Q3: 15,868 shares; 2025Q4: 17,232 shares; 2026Q1: 33,191 shares; 2026Q2: 48,234 shares 48,234 $2.54M 0.04% +15,043 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,679 shares; 2025Q4: 24,381 shares; 2026Q1: 41,570 shares; 2026Q2: 41,600 shares 41,600 $2.53M 0.04% +30 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,201 shares; 2026Q1: 38,106 shares; 2026Q2: 51,896 shares 51,896 $2.53M 0.04% +13,790 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: 18,999 shares; 2024Q4: 19,423 shares; 2025Q1: 14,746 shares; 2025Q2: 14,047 shares; 2025Q3: 12,785 shares; 2025Q4: 14,206 shares; 2026Q1: 39,992 shares; 2026Q2: 48,181 shares 48,181 $2.5M 0.04% +8,189 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: not reported; 2024Q4: 10,744 shares; 2025Q1: 14,422 shares; 2025Q2: 10,612 shares; 2025Q3: 13,897 shares; 2025Q4: 14,625 shares; 2026Q1: 28,195 shares; 2026Q2: 27,201 shares 27,201 $2.49M 0.04% -994 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,310 shares; 2024Q4: 3,026 shares; 2025Q1: 3,297 shares; 2025Q2: 4,024 shares; 2025Q3: 4,115 shares; 2025Q4: 4,380 shares; 2026Q1: 9,171 shares; 2026Q2: 10,009 shares 10,009 $2.49M 0.04% +838 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,046 shares; 2026Q2: 26,537 shares 26,537 $2.48M 0.04% +12,491 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,072 shares; 2025Q4: 136,124 shares; 2026Q1: 198,182 shares; 2026Q2: 203,140 shares 203,140 $2.48M 0.04% +4,958 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: 17,715 shares; 2024Q4: 16,604 shares; 2025Q1: 14,790 shares; 2025Q2: 14,183 shares; 2025Q3: 11,363 shares; 2025Q4: 10,708 shares; 2026Q1: 22,151 shares; 2026Q2: 23,681 shares 23,681 $2.47M 0.04% +1,530 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,702 shares; 2026Q2: 9,450 shares 9,450 $2.47M 0.04% -2,252 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,826 shares; 2025Q1: 20,023 shares; 2025Q2: 19,548 shares; 2025Q3: 19,548 shares; 2025Q4: 19,778 shares; 2026Q1: 196,174 shares; 2026Q2: 33,132 shares 33,132 $2.47M 0.04% -163,042 Timeline NOVT NOVANTA INC More: the full row for NOVANTA 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: 15,217 shares; 2026Q2: 17,392 shares 17,392 $2.45M 0.04% +2,175 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,035 shares; 2025Q2: 2,890 shares; 2025Q3: 2,621 shares; 2025Q4: 2,603 shares; 2026Q1: 3,409 shares; 2026Q2: 10,033 shares 10,033 $2.44M 0.04% +6,624 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410 shares; 2026Q2: 3,426 shares 3,426 $2.44M 0.04% +3,016 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 3,342 shares; 2025Q1: 3,717 shares; 2025Q2: 5,075 shares; 2025Q3: 7,940 shares; 2025Q4: 8,683 shares; 2026Q1: 13,616 shares; 2026Q2: 18,594 shares 18,594 $2.44M 0.04% +4,978 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,812 shares; 2026Q2: 6,529 shares 6,529 $2.43M 0.04% +2,717 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,980 shares; 2026Q2: 5,690 shares 5,690 $2.41M 0.04% -1,290 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,228 shares; 2026Q2: 122,808 shares 122,808 $2.4M 0.04% -23,420 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,371 shares; 2026Q1: 9,306 shares; 2026Q2: 10,188 shares 10,188 $2.39M 0.04% +882 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,694 shares; 2024Q4: 6,938 shares; 2025Q1: 6,062 shares; 2025Q2: 3,529 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,191 shares; 2026Q2: 32,971 shares 32,971 $2.37M 0.04% -9,220 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS 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: 7,956 shares 7,956 $2.37M 0.04% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,023 shares; 2026Q1: 39,116 shares; 2026Q2: 38,407 shares 38,407 $2.36M 0.04% -709 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; 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: 60,942 shares 60,942 $2.35M 0.04% new Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 2,493 shares; 2026Q2: 2,877 shares 2,877 $2.34M 0.04% +384 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,588 shares; 2025Q4: 106,644 shares; 2026Q1: 150,583 shares; 2026Q2: 165,668 shares 165,668 $2.34M 0.04% +15,085 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: 3,429 shares; 2025Q3: 5,723 shares; 2025Q4: 6,311 shares; 2026Q1: 19,606 shares; 2026Q2: 15,609 shares 15,609 $2.33M 0.04% -3,997 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: 12,837 shares; 2024Q4: 14,123 shares; 2025Q1: 13,002 shares; 2025Q2: 12,745 shares; 2025Q3: 12,034 shares; 2025Q4: 11,364 shares; 2026Q1: 33,139 shares; 2026Q2: 37,231 shares 37,231 $2.33M 0.04% +4,092 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,362 shares; 2025Q1: 49,736 shares; 2025Q2: 13,304 shares; 2025Q3: 23,355 shares; 2025Q4: 24,740 shares; 2026Q1: 50,745 shares; 2026Q2: 94,219 shares 94,219 $2.32M 0.04% +43,474 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,930 shares; 2024Q4: 6,516 shares; 2025Q1: 7,429 shares; 2025Q2: 9,336 shares; 2025Q3: 9,812 shares; 2025Q4: 10,346 shares; 2026Q1: 16,621 shares; 2026Q2: 18,224 shares 18,224 $2.3M 0.04% +1,603 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,115 shares 20,115 $2.3M 0.04% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 271 shares; 2025Q1: 260 shares; 2025Q2: 252 shares; 2025Q3: 311 shares; 2025Q4: 480 shares; 2026Q1: 1,699 shares; 2026Q2: 2,153 shares 2,153 $2.29M 0.04% +454 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 183,109 shares; 2025Q2: 223,190 shares; 2025Q3: 15,738 shares; 2025Q4: 14,346 shares; 2026Q1: 21,055 shares; 2026Q2: 246,386 shares 246,386 $2.29M 0.04% +225,331 Timeline IMCV 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: 22,513 shares; 2026Q2: 23,905 shares 23,905 $2.28M 0.04% +1,392 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,881 shares; 2026Q2: 43,867 shares 43,867 $2.28M 0.04% +34,986 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: 10,578 shares; 2024Q4: 13,071 shares; 2025Q1: 11,396 shares; 2025Q2: 12,804 shares; 2025Q3: 12,913 shares; 2025Q4: 12,198 shares; 2026Q1: 9,366 shares; 2026Q2: 9,563 shares 9,563 $2.27M 0.04% +197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,547 shares; 2026Q2: 44,034 shares 44,034 $2.27M 0.04% +30,487 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: 2,939 shares; 2024Q4: 4,078 shares; 2025Q1: 11,908 shares; 2025Q2: 11,369 shares; 2025Q3: 10,507 shares; 2025Q4: 10,312 shares; 2026Q1: 23,004 shares; 2026Q2: 21,865 shares 21,865 $2.27M 0.04% -1,139 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 2,284 shares; 2025Q3: 2,542 shares; 2025Q4: 23,728 shares; 2026Q1: 25,385 shares; 2026Q2: 24,937 shares 24,937 $2.26M 0.04% -448 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,034 shares; 2025Q4: 16,074 shares; 2026Q1: 52,988 shares; 2026Q2: 39,349 shares 39,349 $2.24M 0.04% -13,639 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 67,992 shares; 2026Q2: 69,101 shares 69,101 $2.23M 0.04% +1,109 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: not reported; 2025Q4: not reported; 2026Q1: 6,579 shares; 2026Q2: 11,831 shares 11,831 $2.23M 0.04% +5,252 Timeline QLTA 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: 56,813 shares; 2026Q1: 200,117 shares; 2026Q2: 47,684 shares 47,684 $2.22M 0.04% -152,433 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; 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: 51,522 shares; 2026Q2: 47,922 shares 47,922 $2.21M 0.04% -3,600 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 12,691 shares; 2026Q2: 10,272 shares 10,272 $2.2M 0.04% -2,419 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: 13,148 shares; 2024Q4: 13,512 shares; 2025Q1: 13,524 shares; 2025Q2: 15,146 shares; 2025Q3: 16,342 shares; 2025Q4: 1,703 shares; 2026Q1: 9,018 shares; 2026Q2: 10,192 shares 10,192 $2.2M 0.04% +1,174 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,790 shares; 2024Q4: 42,759 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,420 shares; 2026Q1: 61,908 shares; 2026Q2: 70,713 shares 70,713 $2.2M 0.04% +8,805 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,465 shares; 2026Q2: 45,963 shares 45,963 $2.19M 0.04% +2,498 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 16,020 shares; 2026Q1: 155,697 shares; 2026Q2: 217,264 shares 217,264 $2.19M 0.04% +61,567 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,932 shares; 2026Q2: 42,428 shares 42,428 $2.18M 0.04% +1,496 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,557 shares; 2024Q4: 121,710 shares; 2025Q1: 118,706 shares; 2025Q2: 115,144 shares; 2025Q3: 113,390 shares; 2025Q4: 103,004 shares; 2026Q1: 200,812 shares; 2026Q2: 201,020 shares 201,020 $2.18M 0.04% +208 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 2,490 shares; 2025Q1: 3,333 shares; 2025Q2: 4,287 shares; 2025Q3: 4,523 shares; 2025Q4: 4,835 shares; 2026Q1: 7,785 shares; 2026Q2: 8,476 shares 8,476 $2.18M 0.04% +691 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,106 shares; 2024Q4: 4,437 shares; 2025Q1: 4,740 shares; 2025Q2: 4,400 shares; 2025Q3: 4,205 shares; 2025Q4: 4,760 shares; 2026Q1: 19,808 shares; 2026Q2: 18,812 shares 18,812 $2.17M 0.04% -996 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,122 shares; 2024Q4: 22,175 shares; 2025Q1: 27,480 shares; 2025Q2: 24,499 shares; 2025Q3: 24,210 shares; 2025Q4: 22,052 shares; 2026Q1: 52,357 shares; 2026Q2: 38,350 shares 38,350 $2.17M 0.04% -14,007 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,547 shares; 2025Q1: 3,382 shares; 2025Q2: 5,667 shares; 2025Q3: 5,775 shares; 2025Q4: 5,851 shares; 2026Q1: 8,850 shares; 2026Q2: 8,124 shares 8,124 $2.16M 0.04% -726 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,630 shares; 2026Q1: 33,527 shares; 2026Q2: 38,939 shares 38,939 $2.16M 0.04% +5,412 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,798 shares; 2024Q4: 30,074 shares; 2025Q1: 29,011 shares; 2025Q2: 24,548 shares; 2025Q3: 23,965 shares; 2025Q4: 34,354 shares; 2026Q1: 28,026 shares; 2026Q2: 19,852 shares 19,852 $2.16M 0.04% -8,174 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,826 shares 59,826 $2.16M 0.04% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,117 shares; 2026Q2: 38,380 shares 38,380 $2.13M 0.04% +7,263 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,376 shares; 2026Q2: 24,708 shares 24,708 $2.13M 0.04% +21,332 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,174 shares; 2025Q3: 1,937 shares; 2025Q4: 1,985 shares; 2026Q1: 1,911 shares; 2026Q2: 7,518 shares 7,518 $2.12M 0.04% +5,607 Timeline VNET VNET GROUP INC More: the full row for VNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153,406 shares; 2025Q2: 194,664 shares; 2025Q3: 183,482 shares; 2025Q4: 194,899 shares; 2026Q1: 268,672 shares; 2026Q2: 294,940 shares 294,940 $2.11M 0.04% +26,268 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,790 shares; 2024Q4: 3,609 shares; 2025Q1: 3,234 shares; 2025Q2: 2,915 shares; 2025Q3: 2,547 shares; 2025Q4: 2,339 shares; 2026Q1: 5,412 shares; 2026Q2: 6,766 shares 6,766 $2.11M 0.04% +1,354 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,306 shares 24,306 $2.1M 0.04% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,236 shares; 2025Q3: 14,527 shares; 2025Q4: 13,588 shares; 2026Q1: 30,737 shares; 2026Q2: 56,177 shares 56,177 $2.1M 0.04% +25,440 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,246 shares; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 1,261 shares; 2025Q4: 1,684 shares; 2026Q1: 8,587 shares; 2026Q2: 10,130 shares 10,130 $2.1M 0.04% +1,543 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,555 shares; 2024Q4: 42,679 shares; 2025Q1: 39,407 shares; 2025Q2: 36,081 shares; 2025Q3: 28,186 shares; 2025Q4: 27,924 shares; 2026Q1: 58,741 shares; 2026Q2: 49,779 shares 49,779 $2.09M 0.04% -8,962 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: 108,945 shares; 2024Q4: 104,016 shares; 2025Q1: 95,402 shares; 2025Q2: 90,689 shares; 2025Q3: 91,354 shares; 2025Q4: 89,974 shares; 2026Q1: 94,736 shares; 2026Q2: 91,203 shares 91,203 $2.08M 0.03% -3,533 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,946 shares; 2025Q4: 5,362 shares; 2026Q1: 11,832 shares; 2026Q2: 13,394 shares 13,394 $2.08M 0.03% +1,562 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,512 shares 31,512 $2.07M 0.03% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 962 shares; 2026Q1: 3,655 shares; 2026Q2: 6,371 shares 6,371 $2.06M 0.03% +2,716 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 13,348 shares 13,348 $2.06M 0.03% new 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: 323 shares; 2026Q2: 1,609 shares 1,609 $2.06M 0.03% +1,286 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: 11,855 shares; 2026Q2: 12,005 shares 12,005 $2.04M 0.03% +150 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; 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: 12,209 shares; 2026Q2: 13,405 shares 13,405 $2.03M 0.03% +1,196 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: 1,415 shares; 2024Q4: 2,867 shares; 2025Q1: 2,741 shares; 2025Q2: 2,783 shares; 2025Q3: 2,789 shares; 2025Q4: 2,976 shares; 2026Q1: 3,662 shares; 2026Q2: 9,114 shares 9,114 $2.02M 0.03% +5,452 Timeline SPMB 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: 34,658 shares; 2024Q4: 30,810 shares; 2025Q1: 24,682 shares; 2025Q2: 18,784 shares; 2025Q3: 12,712 shares; 2025Q4: 21,308 shares; 2026Q1: 99,734 shares; 2026Q2: 91,781 shares 91,781 $2.02M 0.03% -7,953 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,210 shares; 2026Q2: 13,335 shares 13,335 $2.02M 0.03% -875 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: 2,434 shares; 2025Q2: 2,602 shares; 2025Q3: 2,650 shares; 2025Q4: not reported; 2026Q1: 34,066 shares; 2026Q2: 34,445 shares 34,445 $2.01M 0.03% +379 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: not reported; 2024Q4: 4,266 shares; 2025Q1: 15,827 shares; 2025Q2: 18,393 shares; 2025Q3: 17,860 shares; 2025Q4: 18,780 shares; 2026Q1: 32,317 shares; 2026Q2: 34,672 shares 34,672 $2M 0.03% +2,355 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,183 shares; 2026Q2: 20,440 shares 20,440 $2M 0.03% -4,743 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,149 shares 14,149 $1.99M 0.03% new Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER 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: 137,929 shares; 2025Q4: 149,214 shares; 2026Q1: 205,525 shares; 2026Q2: 233,234 shares 233,234 $1.99M 0.03% +27,709 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,290 shares 33,290 $1.99M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,879 shares; 2026Q2: 99,789 shares 99,789 $1.99M 0.03% +14,910 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,879 shares; 2026Q2: 6,867 shares 6,867 $1.98M 0.03% +3,988 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,329 shares; 2025Q3: 4,532 shares; 2025Q4: 32,503 shares; 2026Q1: 41,547 shares; 2026Q2: 41,214 shares 41,214 $1.97M 0.03% -333 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,991 shares; 2026Q2: 100,523 shares 100,523 $1.97M 0.03% +15,532 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,501 shares; 2026Q2: 87,812 shares 87,812 $1.97M 0.03% +3,311 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; 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: 108,984 shares 108,984 $1.96M 0.03% new Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 19,947 shares; 2026Q2: 19,806 shares 19,806 $1.96M 0.03% -141 Timeline ARGX ARGENX SE More: the full row for ARGENX 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: 273 shares; 2026Q1: 1,884 shares; 2026Q2: 2,197 shares 2,197 $1.95M 0.03% +313 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,062 shares; 2026Q2: 21,829 shares 21,829 $1.95M 0.03% +767 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,945 shares; 2024Q4: 2,705 shares; 2025Q1: 2,980 shares; 2025Q2: 3,197 shares; 2025Q3: 3,224 shares; 2025Q4: 2,460 shares; 2026Q1: 3,054 shares; 2026Q2: 2,984 shares 2,984 $1.94M 0.03% -70 Timeline BOCT 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: 37,450 shares; 2026Q2: 36,710 shares 36,710 $1.94M 0.03% -740 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: 3,232 shares; 2025Q3: 7,525 shares; 2025Q4: 11,798 shares; 2026Q1: 30,974 shares; 2026Q2: 25,637 shares 25,637 $1.94M 0.03% -5,337 Timeline SSL SASOL LTD More: the full row for SASOL 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: 168,990 shares 168,990 $1.93M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,684 shares; 2026Q2: 1,713 shares 1,713 $1.93M 0.03% +29 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,772 shares 9,772 $1.93M 0.03% new Timeline AVIG 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: 8,772 shares; 2024Q4: 21,235 shares; 2025Q1: 12,909 shares; 2025Q2: 14,211 shares; 2025Q3: 14,442 shares; 2025Q4: 15,731 shares; 2026Q1: 23,740 shares; 2026Q2: 47,208 shares 47,208 $1.93M 0.03% +23,468 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,481 shares; 2025Q3: 93,332 shares; 2025Q4: 101,543 shares; 2026Q1: 146,191 shares; 2026Q2: 156,660 shares 156,660 $1.91M 0.03% +10,469 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,531 shares; 2024Q4: 14,997 shares; 2025Q1: 21,413 shares; 2025Q2: 26,953 shares; 2025Q3: 27,174 shares; 2025Q4: 28,601 shares; 2026Q1: 44,857 shares; 2026Q2: 49,625 shares 49,625 $1.88M 0.03% +4,768 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: 15,142 shares; 2024Q4: 5,052 shares; 2025Q1: 4,331 shares; 2025Q2: 4,830 shares; 2025Q3: 4,819 shares; 2025Q4: 4,675 shares; 2026Q1: 16,148 shares; 2026Q2: 16,616 shares 16,616 $1.88M 0.03% +468 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; 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: 37,066 shares 37,066 $1.88M 0.03% new 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: 16,048 shares; 2026Q1: 21,552 shares; 2026Q2: 22,242 shares 22,242 $1.87M 0.03% +690 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: 4,982 shares; 2024Q4: 6,267 shares; 2025Q1: 6,318 shares; 2025Q2: 6,206 shares; 2025Q3: 6,671 shares; 2025Q4: 7,455 shares; 2026Q1: 9,120 shares; 2026Q2: 7,454 shares 7,454 $1.86M 0.03% -1,666 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,310 shares; 2026Q2: 74,627 shares 74,627 $1.85M 0.03% -4,683 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: 4,958 shares; 2024Q4: 5,064 shares; 2025Q1: 4,559 shares; 2025Q2: 4,193 shares; 2025Q3: 4,095 shares; 2025Q4: 4,170 shares; 2026Q1: 11,395 shares; 2026Q2: 14,305 shares 14,305 $1.84M 0.03% +2,910 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,006 shares; 2025Q2: 8,268 shares; 2025Q3: 9,895 shares; 2025Q4: 11,134 shares; 2026Q1: 20,904 shares; 2026Q2: 21,616 shares 21,616 $1.84M 0.03% +712 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,825 shares; 2026Q2: 2,940 shares 2,940 $1.84M 0.03% +115 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,438 shares; 2026Q1: 6,847 shares; 2026Q2: 5,031 shares 5,031 $1.83M 0.03% -1,816 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: 6,115 shares; 2024Q4: 6,078 shares; 2025Q1: 5,596 shares; 2025Q2: 5,679 shares; 2025Q3: 5,573 shares; 2025Q4: 5,803 shares; 2026Q1: 10,875 shares; 2026Q2: 13,919 shares 13,919 $1.82M 0.03% +3,044 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,606 shares; 2025Q3: 7,113 shares; 2025Q4: 7,558 shares; 2026Q1: 11,361 shares; 2026Q2: 12,915 shares 12,915 $1.81M 0.03% +1,554 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: 14,477 shares; 2024Q4: 16,434 shares; 2025Q1: 17,846 shares; 2025Q2: 16,763 shares; 2025Q3: 15,785 shares; 2025Q4: 14,382 shares; 2026Q1: 30,338 shares; 2026Q2: 28,743 shares 28,743 $1.8M 0.03% -1,595 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 78,199 shares; 2026Q2: 79,846 shares 79,846 $1.8M 0.03% +1,647 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,814 shares; 2026Q2: 21,938 shares 21,938 $1.78M 0.03% +124 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC 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: 7,200 shares; 2026Q1: 7,200 shares; 2026Q2: 9,500 shares 9,500 $1.74M 0.03% +2,300 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,095 shares; 2024Q4: 12,304 shares; 2025Q1: 14,242 shares; 2025Q2: 15,533 shares; 2025Q3: 14,601 shares; 2025Q4: 12,329 shares; 2026Q1: 12,373 shares; 2026Q2: 10,179 shares 10,179 $1.74M 0.03% -2,194 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,332 shares 65,332 $1.74M 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,022 shares; 2025Q3: 7,851 shares; 2025Q4: 9,079 shares; 2026Q1: 55,006 shares; 2026Q2: 47,238 shares 47,238 $1.74M 0.03% -7,768 Timeline MAXJ 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: 59,653 shares 59,653 $1.74M 0.03% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,186 shares; 2025Q2: 1,146 shares; 2025Q3: 1,074 shares; 2025Q4: 1,118 shares; 2026Q1: 2,097 shares; 2026Q2: 3,112 shares 3,112 $1.73M 0.03% +1,015 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,702 shares; 2024Q4: 83,685 shares; 2025Q1: 67,900 shares; 2025Q2: 51,478 shares; 2025Q3: 40,795 shares; 2025Q4: 34,620 shares; 2026Q1: 35,403 shares; 2026Q2: 34,905 shares 34,905 $1.73M 0.03% -498 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: 63,648 shares 63,648 $1.73M 0.03% new Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,380 shares; 2024Q4: 4,033 shares; 2025Q1: 5,433 shares; 2025Q2: 6,950 shares; 2025Q3: 7,060 shares; 2025Q4: 7,258 shares; 2026Q1: 12,536 shares; 2026Q2: 11,495 shares 11,495 $1.72M 0.03% -1,041 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,510 shares; 2026Q2: 3,542 shares 3,542 $1.71M 0.03% +32 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: not reported; 2025Q4: not reported; 2026Q1: 1,245 shares; 2026Q2: 1,329 shares 1,329 $1.71M 0.03% +84 COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,909 shares; 2024Q4: 17,789 shares; 2025Q1: 21,323 shares; 2025Q2: 25,232 shares; 2025Q3: 26,172 shares; 2025Q4: 22,560 shares; 2026Q1: 37,303 shares; 2026Q2: 24,242 shares 24,242 $1.7M 0.03% -13,061 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,960 shares; 2024Q4: 1,858 shares; 2025Q1: 1,723 shares; 2025Q2: 1,569 shares; 2025Q3: 1,409 shares; 2025Q4: 1,364 shares; 2026Q1: 2,261 shares; 2026Q2: 1,991 shares 1,991 $1.7M 0.03% -270 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,954 shares 53,954 $1.69M 0.03% new Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,959 shares; 2024Q4: 7,341 shares; 2025Q1: 9,527 shares; 2025Q2: 12,205 shares; 2025Q3: 12,878 shares; 2025Q4: 13,613 shares; 2026Q1: 20,673 shares; 2026Q2: 23,059 shares 23,059 $1.68M 0.03% +2,386 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 1,832 shares; 2026Q1: 4,678 shares; 2026Q2: 4,148 shares 4,148 $1.68M 0.03% -530 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,381 shares; 2024Q4: 52,231 shares; 2025Q1: 75,207 shares; 2025Q2: 79,086 shares; 2025Q3: 79,471 shares; 2025Q4: 67,124 shares; 2026Q1: 67,421 shares; 2026Q2: 58,261 shares 58,261 $1.68M 0.03% -9,160 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,937 shares; 2026Q2: 64,559 shares 64,559 $1.67M 0.03% -1,378 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,809 shares; 2024Q4: 7,743 shares; 2025Q1: 8,472 shares; 2025Q2: 8,851 shares; 2025Q3: 8,760 shares; 2025Q4: 7,203 shares; 2026Q1: 9,852 shares; 2026Q2: 10,537 shares 10,537 $1.67M 0.03% +685 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,125 shares; 2026Q2: 14,939 shares 14,939 $1.66M 0.03% +12,814 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,842 shares; 2024Q4: 19,440 shares; 2025Q1: 21,741 shares; 2025Q2: 23,112 shares; 2025Q3: 23,406 shares; 2025Q4: 17,418 shares; 2026Q1: 22,394 shares; 2026Q2: 21,969 shares 21,969 $1.66M 0.03% -425 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: 8,493 shares; 2024Q4: 11,536 shares; 2025Q1: 21,628 shares; 2025Q2: 19,792 shares; 2025Q3: 9,113 shares; 2025Q4: 8,945 shares; 2026Q1: 10,813 shares; 2026Q2: 20,283 shares 20,283 $1.66M 0.03% +9,470 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,281 shares; 2024Q4: 5,119 shares; 2025Q1: not reported; 2025Q2: 1,106 shares; 2025Q3: 1,100 shares; 2025Q4: 1,120 shares; 2026Q1: 4,422 shares; 2026Q2: 7,078 shares 7,078 $1.66M 0.03% +2,656 Timeline VLRS CONTROLADORA VUELA COMP DE A More: the full row for CONTROLADORA VUELA COMP DE A Quarterly shares; oldest to newest; 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: 180,128 shares; 2026Q2: 212,240 shares 212,240 $1.66M 0.03% +32,112 Timeline VEON VEON LTD More: the full row for VEON 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: 19,813 shares; 2025Q4: 21,329 shares; 2026Q1: 30,497 shares; 2026Q2: 31,981 shares 31,981 $1.65M 0.03% +1,484 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS 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: 32,475 shares; 2026Q2: 33,846 shares 33,846 $1.65M 0.03% +1,371 Timeline EDGU ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45,793 shares; 2025Q1: 18,302 shares; 2025Q2: 18,734 shares; 2025Q3: 19,046 shares; 2025Q4: 19,258 shares; 2026Q1: 23,329 shares; 2026Q2: 53,265 shares 53,265 $1.65M 0.03% +29,936 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,611 shares; 2026Q2: 21,678 shares 21,678 $1.65M 0.03% +1,067 Timeline IFRA 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: 26,274 shares; 2026Q2: 26,605 shares 26,605 $1.65M 0.03% +331 Timeline BUFF 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: 28,488 shares; 2024Q4: 28,338 shares; 2025Q1: 29,703 shares; 2025Q2: 33,248 shares; 2025Q3: 32,087 shares; 2025Q4: 32,337 shares; 2026Q1: 31,298 shares; 2026Q2: 31,232 shares 31,232 $1.64M 0.03% -66 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,052 shares; 2025Q4: 2,356 shares; 2026Q1: 11,804 shares; 2026Q2: 11,351 shares 11,351 $1.64M 0.03% -453 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,399 shares; 2024Q4: 59,594 shares; 2025Q1: 63,491 shares; 2025Q2: 66,906 shares; 2025Q3: 67,803 shares; 2025Q4: 67,603 shares; 2026Q1: 81,405 shares; 2026Q2: 73,637 shares 73,637 $1.64M 0.03% -7,768 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,976 shares; 2024Q4: 13,783 shares; 2025Q1: 19,623 shares; 2025Q2: 24,862 shares; 2025Q3: 26,452 shares; 2025Q4: 28,269 shares; 2026Q1: 42,031 shares; 2026Q2: 51,548 shares 51,548 $1.64M 0.03% +9,517 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: 11,877 shares; 2024Q4: 4,587 shares; 2025Q1: 6,404 shares; 2025Q2: not reported; 2025Q3: 4,954 shares; 2025Q4: 13,659 shares; 2026Q1: 51,864 shares; 2026Q2: 19,529 shares 19,529 $1.64M 0.03% -32,335 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,538 shares; 2026Q2: 24,774 shares 24,774 $1.63M 0.03% +1,236 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: 3,789 shares; 2024Q4: 5,021 shares; 2025Q1: 4,864 shares; 2025Q2: 5,094 shares; 2025Q3: 5,230 shares; 2025Q4: 5,379 shares; 2026Q1: 8,989 shares; 2026Q2: 9,159 shares 9,159 $1.63M 0.03% +170 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS 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: 37,876 shares; 2026Q2: 38,756 shares 38,756 $1.63M 0.03% +880 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: 23,288 shares; 2024Q4: 24,287 shares; 2025Q1: 31,802 shares; 2025Q2: 33,175 shares; 2025Q3: 34,631 shares; 2025Q4: 31,723 shares; 2026Q1: 34,197 shares; 2026Q2: 11,907 shares 11,907 $1.63M 0.03% -22,290 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: 15,676 shares; 2026Q1: 12,282 shares; 2026Q2: 12,184 shares 12,184 $1.62M 0.03% -98 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: 3,706 shares; 2024Q4: 3,580 shares; 2025Q1: 3,111 shares; 2025Q2: 3,098 shares; 2025Q3: 2,836 shares; 2025Q4: 2,925 shares; 2026Q1: 8,186 shares; 2026Q2: 9,657 shares 9,657 $1.61M 0.03% +1,471 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: 50,950 shares; 2024Q4: 46,216 shares; 2025Q1: 41,860 shares; 2025Q2: 39,311 shares; 2025Q3: 39,670 shares; 2025Q4: 39,344 shares; 2026Q1: 52,350 shares; 2026Q2: 55,830 shares 55,830 $1.6M 0.03% +3,480 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,183 shares; 2026Q2: 5,908 shares 5,908 $1.6M 0.03% +3,725 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,896 shares; 2026Q2: 36,896 shares 36,896 $1.59M 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,358 shares; 2026Q2: 95,758 shares 95,758 $1.59M 0.03% +11,400 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 74,247 shares; 2025Q1: 70,892 shares; 2025Q2: 71,090 shares; 2025Q3: 55,349 shares; 2025Q4: 58,200 shares; 2026Q1: 65,580 shares; 2026Q2: 68,394 shares 68,394 $1.57M 0.03% +2,814 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 8,456 shares 8,456 $1.56M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,334 shares; 2026Q1: 5,353 shares; 2026Q2: 5,805 shares 5,805 $1.56M 0.03% +452 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: 1,029 shares; 2024Q4: 1,121 shares; 2025Q1: 1,138 shares; 2025Q2: 1,139 shares; 2025Q3: 1,144 shares; 2025Q4: 1,253 shares; 2026Q1: 4,789 shares; 2026Q2: 5,112 shares 5,112 $1.55M 0.03% +323 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,999 shares; 2026Q2: 105,358 shares 105,358 $1.55M 0.03% +35,359 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,307 shares; 2026Q1: 25,223 shares; 2026Q2: 30,474 shares 30,474 $1.54M 0.03% +5,251 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,764 shares; 2026Q2: 7,366 shares 7,366 $1.53M 0.03% -398 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310,663 shares; 2026Q2: 319,232 shares 319,232 $1.53M 0.03% +8,569 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 43,268 shares 43,268 $1.53M 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,750 shares; 2026Q2: 2,828 shares 2,828 $1.53M 0.03% +78 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: 2,348 shares; 2024Q4: 2,277 shares; 2025Q1: 2,011 shares; 2025Q2: 2,065 shares; 2025Q3: 2,037 shares; 2025Q4: 2,106 shares; 2026Q1: 3,961 shares; 2026Q2: 5,230 shares 5,230 $1.52M 0.03% +1,269 Timeline