AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,522 shares; 2024Q4: 330,874 shares; 2025Q1: 323,376 shares; 2025Q2: 327,819 shares; 2025Q3: 325,362 shares; 2025Q4: 322,076 shares; 2026Q1: 323,679 shares; 2026Q2: 320,429 shares 320,429 $92.7M 4.62% -3,250 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: 95,260 shares; 2024Q4: 96,455 shares; 2025Q1: 96,786 shares; 2025Q2: 99,862 shares; 2025Q3: 99,865 shares; 2025Q4: 99,146 shares; 2026Q1: 99,109 shares; 2026Q2: 96,658 shares 96,658 $71.2M 3.55% -2,451 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: 89,110 shares; 2024Q4: 90,592 shares; 2025Q1: 90,471 shares; 2025Q2: 90,087 shares; 2025Q3: 91,191 shares; 2025Q4: 90,031 shares; 2026Q1: 89,557 shares; 2026Q2: 534,985 shares 534,985 $44.2M 2.2% +445,428 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: 105,404 shares; 2024Q4: 105,855 shares; 2025Q1: 103,895 shares; 2025Q2: 107,225 shares; 2025Q3: 106,239 shares; 2025Q4: 104,160 shares; 2026Q1: 105,311 shares; 2026Q2: 106,428 shares 106,428 $39.7M 1.98% +1,117 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: 111,535 shares; 2024Q4: 111,454 shares; 2025Q1: 109,190 shares; 2025Q2: 110,623 shares; 2025Q3: 111,131 shares; 2025Q4: 112,610 shares; 2026Q1: 111,778 shares; 2026Q2: 109,786 shares 109,786 $39.2M 1.95% -1,992 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,435 shares; 2024Q4: 197,759 shares; 2025Q1: 193,769 shares; 2025Q2: 190,678 shares; 2025Q3: 187,762 shares; 2025Q4: 182,659 shares; 2026Q1: 184,682 shares; 2026Q2: 179,035 shares 179,035 $35.8M 1.78% -5,647 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: 819,581 shares; 2024Q4: 44,864 shares; 2025Q1: 45,439 shares; 2025Q2: 48,397 shares; 2025Q3: 47,844 shares; 2025Q4: 47,956 shares; 2026Q1: 47,270 shares; 2026Q2: 46,595 shares 46,595 $34.8M 1.73% -675 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: 40,547 shares; 2024Q4: 38,670 shares; 2025Q1: 39,591 shares; 2025Q2: 37,706 shares; 2025Q3: 39,013 shares; 2025Q4: 39,103 shares; 2026Q1: 39,413 shares; 2026Q2: 41,363 shares 41,363 $31M 1.54% +1,950 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: 90,305 shares; 2024Q4: 89,358 shares; 2025Q1: 90,588 shares; 2025Q2: 88,930 shares; 2025Q3: 83,767 shares; 2025Q4: 82,047 shares; 2026Q1: 79,590 shares; 2026Q2: 78,415 shares 78,415 $28.9M 1.44% -1,175 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: 157,928 shares; 2024Q4: 161,290 shares; 2025Q1: 159,188 shares; 2025Q2: 162,038 shares; 2025Q3: 165,641 shares; 2025Q4: 170,596 shares; 2026Q1: 171,583 shares; 2026Q2: 172,522 shares 172,522 $27.3M 1.36% +939 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: 26,107 shares; 2024Q4: 26,029 shares; 2025Q1: 25,088 shares; 2025Q2: 24,170 shares; 2025Q3: 23,423 shares; 2025Q4: 23,220 shares; 2026Q1: 23,226 shares; 2026Q2: 22,725 shares 22,725 $27.3M 1.36% -501 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: 116,634 shares; 2024Q4: 119,560 shares; 2025Q1: 117,341 shares; 2025Q2: 123,212 shares; 2025Q3: 123,079 shares; 2025Q4: 109,480 shares; 2026Q1: 112,006 shares; 2026Q2: 113,638 shares 113,638 $27.1M 1.35% +1,632 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,259 shares; 2024Q4: 229,048 shares; 2025Q1: 381,578 shares; 2025Q2: 497,082 shares; 2025Q3: 627,088 shares; 2025Q4: 811,717 shares; 2026Q1: 950,289 shares; 2026Q2: 998,121 shares 998,121 $26.5M 1.32% +47,832 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: 124,693 shares; 2024Q4: 135,568 shares; 2025Q1: 131,410 shares; 2025Q2: 141,794 shares; 2025Q3: 133,614 shares; 2025Q4: 132,814 shares; 2026Q1: 132,253 shares; 2026Q2: 131,764 shares 131,764 $21.6M 1.08% -489 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: 66,592 shares; 2024Q4: 68,188 shares; 2025Q1: 66,238 shares; 2025Q2: 65,511 shares; 2025Q3: 64,159 shares; 2025Q4: 64,499 shares; 2026Q1: 63,938 shares; 2026Q2: 63,447 shares 63,447 $20.8M 1.03% -491 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,885 shares; 2024Q4: 15,538 shares; 2025Q1: 15,294 shares; 2025Q2: 15,250 shares; 2025Q3: 15,192 shares; 2025Q4: 45,515 shares; 2026Q1: 47,828 shares; 2026Q2: 47,379 shares 47,379 $20.7M 1.03% -449 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: 130,197 shares; 2024Q4: 132,752 shares; 2025Q1: 127,321 shares; 2025Q2: 133,888 shares; 2025Q3: 129,342 shares; 2025Q4: 137,532 shares; 2026Q1: 137,784 shares; 2026Q2: 139,123 shares 139,123 $19M 0.95% +1,339 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: 180,352 shares; 2024Q4: 158,745 shares; 2025Q1: 185,261 shares; 2025Q2: 209,833 shares; 2025Q3: 238,505 shares; 2025Q4: 309,877 shares; 2026Q1: 358,690 shares; 2026Q2: 375,686 shares 375,686 $19M 0.95% +16,996 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: 79,595 shares; 2024Q4: 78,531 shares; 2025Q1: 81,222 shares; 2025Q2: 81,402 shares; 2025Q3: 83,223 shares; 2025Q4: 84,849 shares; 2026Q1: 85,973 shares; 2026Q2: 84,871 shares 84,871 $18.5M 0.92% -1,102 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: 80,002 shares; 2024Q4: 80,647 shares; 2025Q1: 85,556 shares; 2025Q2: 85,874 shares; 2025Q3: 82,263 shares; 2025Q4: 83,159 shares; 2026Q1: 83,320 shares; 2026Q2: 84,447 shares 84,447 $18M 0.89% +1,127 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: 51,011 shares; 2024Q4: 53,024 shares; 2025Q1: 49,723 shares; 2025Q2: 51,536 shares; 2025Q3: 52,154 shares; 2025Q4: 52,049 shares; 2026Q1: 51,417 shares; 2026Q2: 50,702 shares 50,702 $17.9M 0.89% -715 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,376 shares; 2024Q4: 134,852 shares; 2025Q1: 174,080 shares; 2025Q2: 213,424 shares; 2025Q3: 295,964 shares; 2025Q4: 357,115 shares; 2026Q1: 422,201 shares; 2026Q2: 391,776 shares 391,776 $17M 0.84% -30,425 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: 34,773 shares; 2024Q4: 35,140 shares; 2025Q1: 34,832 shares; 2025Q2: 34,868 shares; 2025Q3: 33,657 shares; 2025Q4: 33,573 shares; 2026Q1: 33,105 shares; 2026Q2: 33,868 shares 33,868 $16.9M 0.84% +763 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: 62,667 shares; 2024Q4: 60,082 shares; 2025Q1: 58,921 shares; 2025Q2: 58,431 shares; 2025Q3: 59,259 shares; 2025Q4: 61,751 shares; 2026Q1: 61,148 shares; 2026Q2: 60,120 shares 60,120 $15.3M 0.76% -1,028 Timeline PRF 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: 171,699 shares; 2024Q4: 196,278 shares; 2025Q1: 204,258 shares; 2025Q2: 230,697 shares; 2025Q3: 235,720 shares; 2025Q4: 255,830 shares; 2026Q1: 275,840 shares; 2026Q2: 278,290 shares 278,290 $15M 0.75% +2,450 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: 193,470 shares; 2024Q4: 193,017 shares; 2025Q1: 219,823 shares; 2025Q2: 223,224 shares; 2025Q3: 236,655 shares; 2025Q4: 258,693 shares; 2026Q1: 269,190 shares; 2026Q2: 277,936 shares 277,936 $13.7M 0.68% +8,746 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: 75,748 shares; 2024Q4: 76,578 shares; 2025Q1: 76,828 shares; 2025Q2: 76,045 shares; 2025Q3: 75,901 shares; 2025Q4: 73,051 shares; 2026Q1: 73,108 shares; 2026Q2: 71,156 shares 71,156 $13.5M 0.67% -1,952 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: 222,462 shares; 2024Q4: 237,082 shares; 2025Q1: 267,474 shares; 2025Q2: 266,668 shares; 2025Q3: 266,268 shares; 2025Q4: 251,051 shares; 2026Q1: 255,383 shares; 2026Q2: 302,902 shares 302,902 $13.5M 0.67% +47,519 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302,174 shares; 2024Q4: 1,305,545 shares; 2025Q1: 1,299,790 shares; 2025Q2: 1,272,418 shares; 2025Q3: 1,262,236 shares; 2025Q4: 1,254,308 shares; 2026Q1: 1,249,530 shares; 2026Q2: 1,247,166 shares 1,247,166 $13.3M 0.66% -2,364 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: 33,086 shares; 2024Q4: 33,071 shares; 2025Q1: 33,085 shares; 2025Q2: 32,973 shares; 2025Q3: 34,750 shares; 2025Q4: 34,584 shares; 2026Q1: 35,289 shares; 2026Q2: 35,669 shares 35,669 $13.2M 0.66% +380 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: 12,189 shares; 2024Q4: 13,212 shares; 2025Q1: 12,435 shares; 2025Q2: 13,218 shares; 2025Q3: 12,318 shares; 2025Q4: 12,790 shares; 2026Q1: 12,727 shares; 2026Q2: 12,363 shares 12,363 $13.2M 0.66% -364 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,180 shares; 2024Q4: 147,476 shares; 2025Q1: 151,571 shares; 2025Q2: 133,259 shares; 2025Q3: 149,783 shares; 2025Q4: 129,807 shares; 2026Q1: 129,475 shares; 2026Q2: 128,162 shares 128,162 $12.9M 0.64% -1,313 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: 58,664 shares; 2024Q4: 63,877 shares; 2025Q1: 57,675 shares; 2025Q2: 60,883 shares; 2025Q3: 55,480 shares; 2025Q4: 54,790 shares; 2026Q1: 54,364 shares; 2026Q2: 54,436 shares 54,436 $12.9M 0.64% +72 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,722 shares; 2024Q4: 131,726 shares; 2025Q1: 129,555 shares; 2025Q2: 118,445 shares; 2025Q3: 115,568 shares; 2025Q4: 112,733 shares; 2026Q1: 114,202 shares; 2026Q2: 223,444 shares 223,444 $12.5M 0.63% +109,242 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: 24,471 shares; 2024Q4: 24,939 shares; 2025Q1: 25,746 shares; 2025Q2: 26,365 shares; 2025Q3: 26,159 shares; 2025Q4: 26,083 shares; 2026Q1: 27,169 shares; 2026Q2: 25,672 shares 25,672 $12.4M 0.62% -1,497 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: 98,509 shares; 2024Q4: 101,253 shares; 2025Q1: 108,167 shares; 2025Q2: 126,785 shares; 2025Q3: 133,806 shares; 2025Q4: 132,253 shares; 2026Q1: 137,149 shares; 2026Q2: 136,617 shares 136,617 $12.3M 0.61% -532 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415,345 shares; 2024Q4: 415,685 shares; 2025Q1: 417,746 shares; 2025Q2: 405,197 shares; 2025Q3: 403,612 shares; 2025Q4: 402,254 shares; 2026Q1: 405,027 shares; 2026Q2: 407,507 shares 407,507 $12.3M 0.61% +2,480 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: 25,561 shares; 2024Q4: 26,512 shares; 2025Q1: 26,910 shares; 2025Q2: 26,308 shares; 2025Q3: 27,784 shares; 2025Q4: 27,955 shares; 2026Q1: 28,143 shares; 2026Q2: 31,397 shares 31,397 $11.7M 0.58% +3,254 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: 33,273 shares; 2024Q4: 32,988 shares; 2025Q1: 30,000 shares; 2025Q2: 29,122 shares; 2025Q3: 28,763 shares; 2025Q4: 27,932 shares; 2026Q1: 27,856 shares; 2026Q2: 27,802 shares 27,802 $11.7M 0.58% -54 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: 71,694 shares; 2024Q4: 73,143 shares; 2025Q1: 73,989 shares; 2025Q2: 94,211 shares; 2025Q3: 116,278 shares; 2025Q4: 135,920 shares; 2026Q1: 155,203 shares; 2026Q2: 161,295 shares 161,295 $11.5M 0.57% +6,092 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: 15,998 shares; 2024Q4: 17,207 shares; 2025Q1: 19,116 shares; 2025Q2: 20,378 shares; 2025Q3: 21,065 shares; 2025Q4: 22,165 shares; 2026Q1: 22,207 shares; 2026Q2: 132,865 shares 132,865 $11.4M 0.57% +110,658 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: 138,881 shares; 2024Q4: 145,562 shares; 2025Q1: 151,277 shares; 2025Q2: 157,123 shares; 2025Q3: 153,568 shares; 2025Q4: 151,323 shares; 2026Q1: 144,330 shares; 2026Q2: 142,925 shares 142,925 $10.8M 0.54% -1,405 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,412 shares; 2025Q3: 31,204 shares; 2025Q4: 79,749 shares; 2026Q1: 138,856 shares; 2026Q2: 226,368 shares 226,368 $10.6M 0.53% +87,512 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: 35,779 shares; 2024Q4: 34,179 shares; 2025Q1: 30,141 shares; 2025Q2: 34,377 shares; 2025Q3: 33,238 shares; 2025Q4: 33,522 shares; 2026Q1: 33,663 shares; 2026Q2: 35,032 shares 35,032 $9.85M 0.49% +1,369 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,678 shares; 2024Q4: 92,188 shares; 2025Q1: 127,269 shares; 2025Q2: 147,281 shares; 2025Q3: 200,418 shares; 2025Q4: 217,414 shares; 2026Q1: 225,188 shares; 2026Q2: 229,787 shares 229,787 $9.44M 0.47% +4,599 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: 6,248 shares; 2024Q4: 6,408 shares; 2025Q1: 6,419 shares; 2025Q2: 6,529 shares; 2025Q3: 6,835 shares; 2025Q4: 6,950 shares; 2026Q1: 7,259 shares; 2026Q2: 8,014 shares 8,014 $9.42M 0.47% +755 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: 23,898 shares; 2024Q4: 24,585 shares; 2025Q1: 24,440 shares; 2025Q2: 25,153 shares; 2025Q3: 26,954 shares; 2025Q4: 28,628 shares; 2026Q1: 28,462 shares; 2026Q2: 114,345 shares 114,345 $9.21M 0.46% +85,883 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: 15,563 shares; 2024Q4: 17,132 shares; 2025Q1: 15,292 shares; 2025Q2: 16,504 shares; 2025Q3: 15,729 shares; 2025Q4: 15,387 shares; 2026Q1: 15,965 shares; 2026Q2: 16,186 shares 16,186 $9.12M 0.45% +221 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,058 shares; 2024Q4: 42,328 shares; 2025Q1: 57,457 shares; 2025Q2: 85,482 shares; 2025Q3: 134,904 shares; 2025Q4: 163,619 shares; 2026Q1: 217,276 shares; 2026Q2: 239,613 shares 239,613 $9.1M 0.45% +22,337 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: 37,704 shares; 2024Q4: 38,715 shares; 2025Q1: 37,729 shares; 2025Q2: 37,466 shares; 2025Q3: 37,312 shares; 2025Q4: 37,494 shares; 2026Q1: 37,512 shares; 2026Q2: 35,746 shares 35,746 $9M 0.45% -1,766 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,879 shares; 2024Q4: 113,271 shares; 2025Q1: 128,322 shares; 2025Q2: 135,131 shares; 2025Q3: 142,107 shares; 2025Q4: 158,290 shares; 2026Q1: 170,383 shares; 2026Q2: 164,667 shares 164,667 $8.81M 0.44% -5,716 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: 66,361 shares; 2024Q4: 65,591 shares; 2025Q1: 64,320 shares; 2025Q2: 61,335 shares; 2025Q3: 59,945 shares; 2025Q4: 60,905 shares; 2026Q1: 59,637 shares; 2026Q2: 58,421 shares 58,421 $8.57M 0.43% -1,216 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: 20,548 shares; 2024Q4: 21,405 shares; 2025Q1: 24,016 shares; 2025Q2: 22,472 shares; 2025Q3: 23,814 shares; 2025Q4: 25,258 shares; 2026Q1: 26,921 shares; 2026Q2: 28,115 shares 28,115 $8.52M 0.42% +1,194 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,709 shares; 2024Q4: 7,224 shares; 2025Q1: 9,410 shares; 2025Q2: 75,418 shares; 2025Q3: 85,053 shares; 2025Q4: 81,416 shares; 2026Q1: 87,980 shares; 2026Q2: 83,111 shares 83,111 $8.39M 0.42% -4,869 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: 8,730 shares; 2024Q4: 8,790 shares; 2025Q1: 9,604 shares; 2025Q2: 9,847 shares; 2025Q3: 10,091 shares; 2025Q4: 11,362 shares; 2026Q1: 11,866 shares; 2026Q2: 11,868 shares 11,868 $8.15M 0.41% +2 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: 24,596 shares; 2024Q4: 25,705 shares; 2025Q1: 23,824 shares; 2025Q2: 25,289 shares; 2025Q3: 25,186 shares; 2025Q4: 25,148 shares; 2026Q1: 24,693 shares; 2026Q2: 22,761 shares 22,761 $7.81M 0.39% -1,932 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: 31,508 shares; 2024Q4: 28,151 shares; 2025Q1: 62,969 shares; 2025Q2: 76,956 shares; 2025Q3: 99,948 shares; 2025Q4: 116,036 shares; 2026Q1: 141,768 shares; 2026Q2: 150,360 shares 150,360 $7.66M 0.38% +8,592 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: 73,674 shares; 2024Q4: 75,941 shares; 2025Q1: 75,990 shares; 2025Q2: 76,133 shares; 2025Q3: 76,130 shares; 2025Q4: 68,774 shares; 2026Q1: 67,513 shares; 2026Q2: 65,081 shares 65,081 $7.64M 0.38% -2,432 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,368 shares; 2024Q4: 24,464 shares; 2025Q1: 30,007 shares; 2025Q2: 30,493 shares; 2025Q3: 36,908 shares; 2025Q4: 42,477 shares; 2026Q1: 75,034 shares; 2026Q2: 76,915 shares 76,915 $7.55M 0.38% +1,881 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: 49,434 shares; 2024Q4: 50,088 shares; 2025Q1: 50,333 shares; 2025Q2: 46,628 shares; 2025Q3: 47,515 shares; 2025Q4: 46,416 shares; 2026Q1: 46,860 shares; 2026Q2: 45,528 shares 45,528 $7.55M 0.38% -1,332 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: 73,347 shares; 2024Q4: 72,120 shares; 2025Q1: 74,658 shares; 2025Q2: 73,609 shares; 2025Q3: 76,529 shares; 2025Q4: 76,258 shares; 2026Q1: 76,155 shares; 2026Q2: 77,917 shares 77,917 $7.52M 0.37% +1,762 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: 94,633 shares; 2024Q4: 91,675 shares; 2025Q1: 93,462 shares; 2025Q2: 95,554 shares; 2025Q3: 95,418 shares; 2025Q4: 92,964 shares; 2026Q1: 92,077 shares; 2026Q2: 91,960 shares 91,960 $7.47M 0.37% -117 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,465 shares; 2024Q4: 3,245 shares; 2025Q1: 3,431 shares; 2025Q2: 3,276 shares; 2025Q3: 3,669 shares; 2025Q4: 3,663 shares; 2026Q1: 3,579 shares; 2026Q2: 3,732 shares 3,732 $7.42M 0.37% +153 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: 107,400 shares; 2024Q4: 106,505 shares; 2025Q1: 105,085 shares; 2025Q2: 99,667 shares; 2025Q3: 97,817 shares; 2025Q4: 97,062 shares; 2026Q1: 97,043 shares; 2026Q2: 94,180 shares 94,180 $7.26M 0.36% -2,863 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: 20,692 shares; 2024Q4: 20,707 shares; 2025Q1: 19,048 shares; 2025Q2: 20,268 shares; 2025Q3: 20,314 shares; 2025Q4: 19,140 shares; 2026Q1: 19,465 shares; 2026Q2: 19,223 shares 19,223 $7.26M 0.36% -242 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,683 shares; 2024Q4: 136,528 shares; 2025Q1: 140,449 shares; 2025Q2: 141,686 shares; 2025Q3: 146,855 shares; 2025Q4: 152,187 shares; 2026Q1: 148,534 shares; 2026Q2: 148,241 shares 148,241 $7.16M 0.36% -293 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,095 shares; 2025Q2: 23,334 shares; 2025Q3: 68,672 shares; 2025Q4: 93,039 shares; 2026Q1: 108,398 shares; 2026Q2: 215,247 shares 215,247 $7.1M 0.35% +106,849 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: 63,721 shares; 2024Q4: 63,751 shares; 2025Q1: 64,201 shares; 2025Q2: 62,143 shares; 2025Q3: 61,339 shares; 2025Q4: 61,737 shares; 2026Q1: 59,494 shares; 2026Q2: 61,470 shares 61,470 $6.78M 0.34% +1,976 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: 122,354 shares; 2024Q4: 131,093 shares; 2025Q1: 117,599 shares; 2025Q2: 127,580 shares; 2025Q3: 117,042 shares; 2025Q4: 118,891 shares; 2026Q1: 117,611 shares; 2026Q2: 117,344 shares 117,344 $6.69M 0.33% -267 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,949 shares; 2024Q4: 78,605 shares; 2025Q1: 97,436 shares; 2025Q2: 76,357 shares; 2025Q3: 69,581 shares; 2025Q4: 76,687 shares; 2026Q1: 77,743 shares; 2026Q2: 106,179 shares 106,179 $6.59M 0.33% +28,436 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: 10,943 shares; 2024Q4: 10,541 shares; 2025Q1: 12,226 shares; 2025Q2: 12,623 shares; 2025Q3: 12,452 shares; 2025Q4: 12,397 shares; 2026Q1: 12,247 shares; 2026Q2: 49,534 shares 49,534 $6.15M 0.31% +37,287 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,525 shares; 2024Q4: 86,188 shares; 2025Q1: 82,559 shares; 2025Q2: 80,789 shares; 2025Q3: 79,645 shares; 2025Q4: 79,246 shares; 2026Q1: 81,190 shares; 2026Q2: 81,890 shares 81,890 $6.13M 0.31% +700 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,324 shares; 2024Q4: 41,831 shares; 2025Q1: 41,656 shares; 2025Q2: 41,416 shares; 2025Q3: 41,421 shares; 2025Q4: 40,214 shares; 2026Q1: 39,922 shares; 2026Q2: 39,978 shares 39,978 $6.08M 0.3% +56 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 9 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 8 shares 8 $5.99M 0.3% -1 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: 52,432 shares; 2024Q4: 51,878 shares; 2025Q1: 48,279 shares; 2025Q2: 50,448 shares; 2025Q3: 49,919 shares; 2025Q4: 53,906 shares; 2026Q1: 53,551 shares; 2026Q2: 52,462 shares 52,462 $5.94M 0.3% -1,089 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,214 shares; 2024Q4: 32,535 shares; 2025Q1: 50,790 shares; 2025Q2: 79,283 shares; 2025Q3: 89,254 shares; 2025Q4: 105,581 shares; 2026Q1: 118,162 shares; 2026Q2: 134,671 shares 134,671 $5.91M 0.29% +16,509 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,587 shares; 2025Q2: 25,340 shares; 2025Q3: 37,868 shares; 2025Q4: 79,321 shares; 2026Q1: 110,218 shares; 2026Q2: 117,367 shares 117,367 $5.8M 0.29% +7,149 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: 28,498 shares; 2024Q4: 29,705 shares; 2025Q1: 30,275 shares; 2025Q2: 30,716 shares; 2025Q3: 30,569 shares; 2025Q4: 30,214 shares; 2026Q1: 30,555 shares; 2026Q2: 30,663 shares 30,663 $5.77M 0.29% +108 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,100 shares; 2024Q4: 28,332 shares; 2025Q1: 30,992 shares; 2025Q2: 32,220 shares; 2025Q3: 36,094 shares; 2025Q4: 38,198 shares; 2026Q1: 41,191 shares; 2026Q2: 43,507 shares 43,507 $5.56M 0.28% +2,316 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: 38,817 shares; 2024Q4: 40,477 shares; 2025Q1: 38,506 shares; 2025Q2: 38,696 shares; 2025Q3: 42,283 shares; 2025Q4: 43,707 shares; 2026Q1: 44,173 shares; 2026Q2: 43,212 shares 43,212 $5.55M 0.28% -961 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,663 shares; 2024Q4: 57,470 shares; 2025Q1: 57,889 shares; 2025Q2: 54,205 shares; 2025Q3: 52,392 shares; 2025Q4: 48,445 shares; 2026Q1: 43,874 shares; 2026Q2: 39,310 shares 39,310 $5.49M 0.27% -4,564 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,693 shares; 2025Q3: 32,373 shares; 2025Q4: 46,433 shares; 2026Q1: 79,105 shares; 2026Q2: 102,480 shares 102,480 $5.47M 0.27% +23,375 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,930 shares; 2024Q4: 28,346 shares; 2025Q1: 26,304 shares; 2025Q2: 29,269 shares; 2025Q3: 28,537 shares; 2025Q4: 30,191 shares; 2026Q1: 29,509 shares; 2026Q2: 29,706 shares 29,706 $5.37M 0.27% +197 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,521 shares; 2024Q4: 33,589 shares; 2025Q1: 43,755 shares; 2025Q2: 44,380 shares; 2025Q3: 44,772 shares; 2025Q4: 49,110 shares; 2026Q1: 53,040 shares; 2026Q2: 55,256 shares 55,256 $5.28M 0.26% +2,216 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: 37,087 shares; 2024Q4: 36,350 shares; 2025Q1: 36,295 shares; 2025Q2: 36,222 shares; 2025Q3: 37,112 shares; 2025Q4: 37,917 shares; 2026Q1: 38,792 shares; 2026Q2: 34,747 shares 34,747 $5.26M 0.26% -4,045 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: 47,225 shares; 2024Q4: 46,340 shares; 2025Q1: 51,916 shares; 2025Q2: 49,948 shares; 2025Q3: 69,613 shares; 2025Q4: 68,417 shares; 2026Q1: 66,839 shares; 2026Q2: 65,431 shares 65,431 $5.2M 0.26% -1,408 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: 6,851 shares; 2024Q4: 7,702 shares; 2025Q1: 7,550 shares; 2025Q2: 7,666 shares; 2025Q3: 8,001 shares; 2025Q4: 8,081 shares; 2026Q1: 7,738 shares; 2026Q2: 7,960 shares 7,960 $5.05M 0.25% +222 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: 95,774 shares; 2024Q4: 101,837 shares; 2025Q1: 99,167 shares; 2025Q2: 102,675 shares; 2025Q3: 101,105 shares; 2025Q4: 76,307 shares; 2026Q1: 86,025 shares; 2026Q2: 88,958 shares 88,958 $5.02M 0.25% +2,933 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,538 shares; 2024Q4: 64,655 shares; 2025Q1: 76,105 shares; 2025Q2: 80,332 shares; 2025Q3: 82,888 shares; 2025Q4: 83,170 shares; 2026Q1: 83,323 shares; 2026Q2: 81,352 shares 81,352 $4.9M 0.24% -1,971 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,871 shares; 2024Q4: 29,628 shares; 2025Q1: 44,830 shares; 2025Q2: 78,736 shares; 2025Q3: 89,763 shares; 2025Q4: 87,259 shares; 2026Q1: 83,933 shares; 2026Q2: 95,436 shares 95,436 $4.89M 0.24% +11,503 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: 3,973 shares; 2024Q4: 4,441 shares; 2025Q1: 4,517 shares; 2025Q2: 4,483 shares; 2025Q3: 4,799 shares; 2025Q4: 4,878 shares; 2026Q1: 4,712 shares; 2026Q2: 40,611 shares 40,611 $4.85M 0.24% +35,899 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: 7,543 shares; 2024Q4: 7,413 shares; 2025Q1: 7,248 shares; 2025Q2: 7,142 shares; 2025Q3: 7,865 shares; 2025Q4: 7,867 shares; 2026Q1: 7,654 shares; 2026Q2: 7,566 shares 7,566 $4.85M 0.24% -88 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: 16,082 shares; 2024Q4: 15,410 shares; 2025Q1: 14,811 shares; 2025Q2: 14,107 shares; 2025Q3: 14,310 shares; 2025Q4: 14,285 shares; 2026Q1: 14,234 shares; 2026Q2: 13,509 shares 13,509 $4.79M 0.24% -725 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: 13,904 shares; 2024Q4: 13,788 shares; 2025Q1: 12,760 shares; 2025Q2: 13,466 shares; 2025Q3: 12,668 shares; 2025Q4: 13,433 shares; 2026Q1: 13,512 shares; 2026Q2: 13,534 shares 13,534 $4.77M 0.24% +22 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: 27,571 shares; 2024Q4: 40,909 shares; 2025Q1: 32,908 shares; 2025Q2: 36,617 shares; 2025Q3: 33,973 shares; 2025Q4: 36,612 shares; 2026Q1: 41,183 shares; 2026Q2: 49,250 shares 49,250 $4.76M 0.24% +8,067 Timeline INFL LISTED FDS TR More: the full row for LISTED 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: 4,788 shares; 2025Q3: 6,553 shares; 2025Q4: 21,343 shares; 2026Q1: 92,231 shares; 2026Q2: 93,395 shares 93,395 $4.66M 0.23% +1,164 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: 4,320 shares; 2024Q4: 4,310 shares; 2025Q1: 4,385 shares; 2025Q2: 4,670 shares; 2025Q3: 4,656 shares; 2025Q4: 4,580 shares; 2026Q1: 4,623 shares; 2026Q2: 4,454 shares 4,454 $4.5M 0.22% -169 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: 211,388 shares; 2024Q4: 230,335 shares; 2025Q1: 199,286 shares; 2025Q2: 228,372 shares; 2025Q3: 186,284 shares; 2025Q4: 183,189 shares; 2026Q1: 184,375 shares; 2026Q2: 185,560 shares 185,560 $4.47M 0.22% +1,185 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: 24,558 shares; 2025Q2: 54,354 shares; 2025Q3: 87,267 shares; 2025Q4: 103,898 shares; 2026Q1: 112,428 shares; 2026Q2: 92,101 shares 92,101 $4.35M 0.22% -20,327 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: 6,186 shares; 2024Q4: 6,475 shares; 2025Q1: 6,271 shares; 2025Q2: 6,254 shares; 2025Q3: 6,408 shares; 2025Q4: 6,400 shares; 2026Q1: 6,399 shares; 2026Q2: 6,094 shares 6,094 $4.35M 0.22% -305 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,541 shares; 2024Q4: 50,329 shares; 2025Q1: 54,022 shares; 2025Q2: 55,347 shares; 2025Q3: 56,463 shares; 2025Q4: 82,719 shares; 2026Q1: 108,870 shares; 2026Q2: 188,070 shares 188,070 $4.32M 0.21% +79,200 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: 17,057 shares; 2024Q4: 16,909 shares; 2025Q1: 17,253 shares; 2025Q2: 17,776 shares; 2025Q3: 17,845 shares; 2025Q4: 17,809 shares; 2026Q1: 17,718 shares; 2026Q2: 17,721 shares 17,721 $4.3M 0.21% +3 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,985 shares; 2024Q4: 11,240 shares; 2025Q1: 30,701 shares; 2025Q2: 61,882 shares; 2025Q3: 91,984 shares; 2025Q4: 94,035 shares; 2026Q1: 95,234 shares; 2026Q2: 83,534 shares 83,534 $4.26M 0.21% -11,700 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,611 shares; 2024Q4: 9,688 shares; 2025Q1: 8,174 shares; 2025Q2: 8,041 shares; 2025Q3: 7,979 shares; 2025Q4: 8,101 shares; 2026Q1: 8,912 shares; 2026Q2: 8,863 shares 8,863 $4.23M 0.21% -49 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: 4,337 shares; 2024Q4: 4,582 shares; 2025Q1: 4,422 shares; 2025Q2: 4,614 shares; 2025Q3: 4,415 shares; 2025Q4: 4,449 shares; 2026Q1: 4,658 shares; 2026Q2: 4,509 shares 4,509 $4.22M 0.21% -149 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this 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: 167,942 shares 167,942 $4.06M 0.2% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,907 shares; 2024Q4: 21,790 shares; 2025Q1: 22,234 shares; 2025Q2: 23,706 shares; 2025Q3: 25,011 shares; 2025Q4: 27,211 shares; 2026Q1: 27,481 shares; 2026Q2: 27,513 shares 27,513 $4.03M 0.2% +32 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: 38,023 shares; 2024Q4: 37,754 shares; 2025Q1: 35,630 shares; 2025Q2: 36,957 shares; 2025Q3: 38,676 shares; 2025Q4: 41,206 shares; 2026Q1: 44,647 shares; 2026Q2: 47,099 shares 47,099 $4.03M 0.2% +2,452 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: 8,062 shares; 2024Q4: 10,130 shares; 2025Q1: 11,129 shares; 2025Q2: 11,716 shares; 2025Q3: 11,928 shares; 2025Q4: 12,154 shares; 2026Q1: 12,277 shares; 2026Q2: 13,106 shares 13,106 $3.97M 0.2% +829 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: 5,422 shares; 2024Q4: 9,066 shares; 2025Q1: 8,210 shares; 2025Q2: 9,486 shares; 2025Q3: 8,645 shares; 2025Q4: 7,217 shares; 2026Q1: 8,038 shares; 2026Q2: 6,823 shares 6,823 $3.96M 0.2% -1,215 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222,165 shares; 2024Q4: 17,378 shares; 2025Q1: 17,328 shares; 2025Q2: 16,581 shares; 2025Q3: 15,583 shares; 2025Q4: 16,316 shares; 2026Q1: 16,073 shares; 2026Q2: 16,109 shares 16,109 $3.91M 0.19% +36 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,452 shares; 2024Q4: 8,464 shares; 2025Q1: 5,678 shares; 2025Q2: 8,597 shares; 2025Q3: 9,021 shares; 2025Q4: 8,614 shares; 2026Q1: 8,805 shares; 2026Q2: 9,146 shares 9,146 $3.9M 0.19% +341 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,708 shares; 2025Q2: 22,160 shares; 2025Q3: 34,820 shares; 2025Q4: 40,612 shares; 2026Q1: 67,347 shares; 2026Q2: 77,708 shares 77,708 $3.87M 0.19% +10,361 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,069 shares; 2024Q4: 9,875 shares; 2025Q1: 9,608 shares; 2025Q2: 7,957 shares; 2025Q3: 7,747 shares; 2025Q4: 7,842 shares; 2026Q1: 8,228 shares; 2026Q2: 7,677 shares 7,677 $3.85M 0.19% -551 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: 33,117 shares; 2024Q4: 32,627 shares; 2025Q1: 30,561 shares; 2025Q2: 27,801 shares; 2025Q3: 25,733 shares; 2025Q4: 25,789 shares; 2026Q1: 24,963 shares; 2026Q2: 25,433 shares 25,433 $3.77M 0.19% +470 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: 44,820 shares; 2024Q4: 44,028 shares; 2025Q1: 44,270 shares; 2025Q2: 43,874 shares; 2025Q3: 48,572 shares; 2025Q4: 42,204 shares; 2026Q1: 43,638 shares; 2026Q2: 42,812 shares 42,812 $3.76M 0.19% -826 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,764 shares; 2024Q4: 18,729 shares; 2025Q1: 20,053 shares; 2025Q2: 20,421 shares; 2025Q3: 20,045 shares; 2025Q4: 19,967 shares; 2026Q1: 19,897 shares; 2026Q2: 19,854 shares 19,854 $3.71M 0.18% -43 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: 9,634 shares; 2024Q4: 9,759 shares; 2025Q1: 10,844 shares; 2025Q2: 11,519 shares; 2025Q3: 11,225 shares; 2025Q4: 11,359 shares; 2026Q1: 11,506 shares; 2026Q2: 12,048 shares 12,048 $3.62M 0.18% +542 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: 6,398 shares; 2024Q4: 6,813 shares; 2025Q1: 6,271 shares; 2025Q2: 6,582 shares; 2025Q3: 6,355 shares; 2025Q4: 7,115 shares; 2026Q1: 7,170 shares; 2026Q2: 7,100 shares 7,100 $3.62M 0.18% -70 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,622 shares; 2024Q4: 42,188 shares; 2025Q1: 39,854 shares; 2025Q2: 39,225 shares; 2025Q3: 39,303 shares; 2025Q4: 40,134 shares; 2026Q1: 39,629 shares; 2026Q2: 37,207 shares 37,207 $3.56M 0.18% -2,422 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: 26,383 shares; 2024Q4: 30,053 shares; 2025Q1: 27,668 shares; 2025Q2: 29,132 shares; 2025Q3: 28,387 shares; 2025Q4: 26,612 shares; 2026Q1: 26,061 shares; 2026Q2: 25,683 shares 25,683 $3.53M 0.18% -378 Timeline QQQJ 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: 86,449 shares; 2024Q4: 85,061 shares; 2025Q1: 83,145 shares; 2025Q2: 79,775 shares; 2025Q3: 77,772 shares; 2025Q4: 77,040 shares; 2026Q1: 77,055 shares; 2026Q2: 76,367 shares 76,367 $3.47M 0.17% -688 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,628 shares; 2024Q4: 48,581 shares; 2025Q1: 47,750 shares; 2025Q2: 46,883 shares; 2025Q3: 44,220 shares; 2025Q4: 39,442 shares; 2026Q1: 38,069 shares; 2026Q2: 37,560 shares 37,560 $3.44M 0.17% -509 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,200 shares; 2024Q4: 30,765 shares; 2025Q1: 22,610 shares; 2025Q2: 22,129 shares; 2025Q3: 21,784 shares; 2025Q4: 21,910 shares; 2026Q1: 21,911 shares; 2026Q2: 21,912 shares 21,912 $3.42M 0.17% +1 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: 13,017 shares; 2024Q4: 16,395 shares; 2025Q1: 12,710 shares; 2025Q2: 15,611 shares; 2025Q3: 12,266 shares; 2025Q4: 12,374 shares; 2026Q1: 12,401 shares; 2026Q2: 12,562 shares 12,562 $3.42M 0.17% +161 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: 22,428 shares; 2024Q4: 22,564 shares; 2025Q1: 22,083 shares; 2025Q2: 22,935 shares; 2025Q3: 23,029 shares; 2025Q4: 23,495 shares; 2026Q1: 22,020 shares; 2026Q2: 23,172 shares 23,172 $3.4M 0.17% +1,152 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: 12,732 shares; 2024Q4: 13,415 shares; 2025Q1: 13,233 shares; 2025Q2: 12,768 shares; 2025Q3: 11,947 shares; 2025Q4: 12,456 shares; 2026Q1: 12,206 shares; 2026Q2: 12,504 shares 12,504 $3.38M 0.17% +298 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: 34,805 shares; 2024Q4: 31,714 shares; 2025Q1: 31,490 shares; 2025Q2: 24,706 shares; 2025Q3: 25,506 shares; 2025Q4: 25,598 shares; 2026Q1: 25,262 shares; 2026Q2: 24,813 shares 24,813 $3.36M 0.17% -449 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,002 shares; 2024Q4: 15,304 shares; 2025Q1: 19,029 shares; 2025Q2: 20,229 shares; 2025Q3: 29,195 shares; 2025Q4: 30,544 shares; 2026Q1: 33,633 shares; 2026Q2: 33,795 shares 33,795 $3.36M 0.17% +162 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: 13,219 shares; 2024Q4: 12,564 shares; 2025Q1: 11,725 shares; 2025Q2: 9,515 shares; 2025Q3: 8,723 shares; 2025Q4: 8,118 shares; 2026Q1: 7,643 shares; 2026Q2: 7,973 shares 7,973 $3.31M 0.17% +330 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,944 shares; 2024Q4: 33,983 shares; 2025Q1: 33,299 shares; 2025Q2: 32,130 shares; 2025Q3: 31,808 shares; 2025Q4: 31,151 shares; 2026Q1: 29,584 shares; 2026Q2: 29,440 shares 29,440 $3.31M 0.16% -144 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,240 shares; 2024Q4: 32,807 shares; 2025Q1: 32,452 shares; 2025Q2: 33,664 shares; 2025Q3: 31,124 shares; 2025Q4: 31,490 shares; 2026Q1: 35,589 shares; 2026Q2: 35,849 shares 35,849 $3.31M 0.16% +260 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: 116,353 shares; 2024Q4: 111,350 shares; 2025Q1: 108,019 shares; 2025Q2: 102,234 shares; 2025Q3: 102,995 shares; 2025Q4: 102,927 shares; 2026Q1: 94,253 shares; 2026Q2: 72,093 shares 72,093 $3.28M 0.16% -22,160 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,553 shares; 2024Q4: 38,836 shares; 2025Q1: 36,678 shares; 2025Q2: 37,225 shares; 2025Q3: 36,694 shares; 2025Q4: 34,941 shares; 2026Q1: 35,007 shares; 2026Q2: 34,654 shares 34,654 $3.25M 0.16% -353 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: 26,959 shares; 2024Q4: 27,553 shares; 2025Q1: 26,883 shares; 2025Q2: 27,716 shares; 2025Q3: 26,903 shares; 2025Q4: 26,829 shares; 2026Q1: 26,410 shares; 2026Q2: 27,418 shares 27,418 $3.23M 0.16% +1,008 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,904 shares; 2026Q1: 59,685 shares; 2026Q2: 60,105 shares 60,105 $3.2M 0.16% +420 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,215 shares; 2024Q4: 11,436 shares; 2025Q1: 12,700 shares; 2025Q2: 12,654 shares; 2025Q3: 18,427 shares; 2025Q4: 55,833 shares; 2026Q1: 58,849 shares; 2026Q2: 66,168 shares 66,168 $3.19M 0.16% +7,319 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,493 shares; 2024Q4: 18,871 shares; 2025Q1: 20,386 shares; 2025Q2: 20,120 shares; 2025Q3: 20,755 shares; 2025Q4: 22,127 shares; 2026Q1: 22,928 shares; 2026Q2: 23,281 shares 23,281 $3.1M 0.15% +353 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: 32,447 shares; 2024Q4: 29,857 shares; 2025Q1: 28,146 shares; 2025Q2: 30,678 shares; 2025Q3: 29,997 shares; 2025Q4: 31,059 shares; 2026Q1: 31,941 shares; 2026Q2: 32,220 shares 32,220 $3.08M 0.15% +279 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: 90,287 shares; 2024Q4: 84,949 shares; 2025Q1: 83,826 shares; 2025Q2: 93,771 shares; 2025Q3: 74,770 shares; 2025Q4: 69,614 shares; 2026Q1: 70,295 shares; 2026Q2: 70,806 shares 70,806 $3M 0.15% +511 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,108 shares; 2024Q4: 3,234 shares; 2025Q1: 3,241 shares; 2025Q2: 3,193 shares; 2025Q3: 3,178 shares; 2025Q4: 3,308 shares; 2026Q1: 5,004 shares; 2026Q2: 8,683 shares 8,683 $2.99M 0.15% +3,679 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: 52,074 shares; 2024Q4: 50,385 shares; 2025Q1: 53,376 shares; 2025Q2: 52,298 shares; 2025Q3: 50,404 shares; 2025Q4: 54,652 shares; 2026Q1: 52,970 shares; 2026Q2: 51,332 shares 51,332 $2.96M 0.15% -1,638 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,191 shares; 2025Q3: 68,943 shares; 2025Q4: 121,028 shares; 2026Q1: 131,954 shares; 2026Q2: 131,529 shares 131,529 $2.92M 0.15% -425 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,474 shares; 2024Q4: 75,844 shares; 2025Q1: 82,969 shares; 2025Q2: 75,513 shares; 2025Q3: 63,109 shares; 2025Q4: 46,138 shares; 2026Q1: 62,552 shares; 2026Q2: 56,309 shares 56,309 $2.92M 0.15% -6,243 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: 5,543 shares; 2025Q1: 5,615 shares; 2025Q2: 6,592 shares; 2025Q3: 6,759 shares; 2025Q4: 6,994 shares; 2026Q1: 6,878 shares; 2026Q2: 6,693 shares 6,693 $2.9M 0.14% -185 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,239 shares; 2024Q4: 9,082 shares; 2025Q1: 8,964 shares; 2025Q2: 8,953 shares; 2025Q3: 9,045 shares; 2025Q4: 8,780 shares; 2026Q1: 8,613 shares; 2026Q2: 8,498 shares 8,498 $2.88M 0.14% -115 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: 35,740 shares; 2024Q4: 35,654 shares; 2025Q1: 38,344 shares; 2025Q2: 39,591 shares; 2025Q3: 39,076 shares; 2025Q4: 39,696 shares; 2026Q1: 40,023 shares; 2026Q2: 39,682 shares 39,682 $2.86M 0.14% -341 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,955 shares; 2025Q1: 26,494 shares; 2025Q2: 36,809 shares; 2025Q3: 51,559 shares; 2025Q4: 50,966 shares; 2026Q1: 55,636 shares; 2026Q2: 56,890 shares 56,890 $2.85M 0.14% +1,254 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: 2,044 shares; 2024Q4: 2,062 shares; 2025Q1: 1,966 shares; 2025Q2: 2,189 shares; 2025Q3: 1,873 shares; 2025Q4: 25,831 shares; 2026Q1: 27,268 shares; 2026Q2: 38,760 shares 38,760 $2.77M 0.14% +11,492 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: 3,793 shares; 2024Q4: 3,894 shares; 2025Q1: 4,041 shares; 2025Q2: 4,429 shares; 2025Q3: 4,658 shares; 2025Q4: 4,193 shares; 2026Q1: 3,945 shares; 2026Q2: 3,729 shares 3,729 $2.7M 0.13% -216 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: 6,450 shares; 2024Q4: 7,414 shares; 2025Q1: 7,169 shares; 2025Q2: 7,378 shares; 2025Q3: 7,824 shares; 2025Q4: 7,932 shares; 2026Q1: 7,947 shares; 2026Q2: 8,143 shares 8,143 $2.69M 0.13% +196 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: 55,335 shares; 2024Q4: 56,462 shares; 2025Q1: 54,845 shares; 2025Q2: 57,759 shares; 2025Q3: 54,891 shares; 2025Q4: 54,935 shares; 2026Q1: 77,299 shares; 2026Q2: 84,035 shares 84,035 $2.66M 0.13% +6,736 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,635 shares; 2024Q4: 41,605 shares; 2025Q1: 41,778 shares; 2025Q2: 41,114 shares; 2025Q3: 40,337 shares; 2025Q4: 40,989 shares; 2026Q1: 39,437 shares; 2026Q2: 36,272 shares 36,272 $2.66M 0.13% -3,165 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,250 shares; 2024Q4: 4,878 shares; 2025Q1: 4,840 shares; 2025Q2: 4,767 shares; 2025Q3: 4,770 shares; 2025Q4: 5,069 shares; 2026Q1: 5,072 shares; 2026Q2: 5,074 shares 5,074 $2.65M 0.13% +2 Timeline DFLV 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: 71,357 shares; 2024Q4: 94,016 shares; 2025Q1: 73,822 shares; 2025Q2: 78,921 shares; 2025Q3: 61,888 shares; 2025Q4: 62,849 shares; 2026Q1: 65,124 shares; 2026Q2: 65,576 shares 65,576 $2.59M 0.13% +452 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: 5,394 shares; 2024Q4: 5,417 shares; 2025Q1: 6,175 shares; 2025Q2: 6,267 shares; 2025Q3: 6,395 shares; 2025Q4: 6,346 shares; 2026Q1: 6,317 shares; 2026Q2: 6,275 shares 6,275 $2.57M 0.13% -42 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: 9,312 shares; 2024Q4: 9,098 shares; 2025Q1: 9,284 shares; 2025Q2: 9,382 shares; 2025Q3: 9,768 shares; 2025Q4: 9,592 shares; 2026Q1: 9,775 shares; 2026Q2: 9,288 shares 9,288 $2.56M 0.13% -487 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,208 shares; 2024Q4: 8,222 shares; 2025Q1: 8,250 shares; 2025Q2: 10,232 shares; 2025Q3: 9,978 shares; 2025Q4: 10,339 shares; 2026Q1: 10,214 shares; 2026Q2: 10,211 shares 10,211 $2.51M 0.13% -3 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,803 shares; 2024Q4: 70,853 shares; 2025Q1: 70,403 shares; 2025Q2: 63,873 shares; 2025Q3: 63,848 shares; 2025Q4: 63,373 shares; 2026Q1: 63,188 shares; 2026Q2: 63,138 shares 63,138 $2.5M 0.12% -50 Timeline RAAX 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: 63,623 shares; 2024Q4: 62,463 shares; 2025Q1: 62,195 shares; 2025Q2: 62,079 shares; 2025Q3: 61,771 shares; 2025Q4: 61,809 shares; 2026Q1: 63,809 shares; 2026Q2: 62,844 shares 62,844 $2.49M 0.12% -965 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,607 shares; 2024Q4: 10,206 shares; 2025Q1: 9,854 shares; 2025Q2: 10,667 shares; 2025Q3: 10,380 shares; 2025Q4: 12,039 shares; 2026Q1: 10,824 shares; 2026Q2: 10,418 shares 10,418 $2.49M 0.12% -406 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: 21,408 shares; 2024Q4: 20,539 shares; 2025Q1: 20,705 shares; 2025Q2: 18,984 shares; 2025Q3: 18,091 shares; 2025Q4: 19,995 shares; 2026Q1: 21,384 shares; 2026Q2: 23,774 shares 23,774 $2.46M 0.12% +2,390 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: 8,721 shares; 2024Q4: 8,403 shares; 2025Q1: 8,453 shares; 2025Q2: 9,490 shares; 2025Q3: 9,891 shares; 2025Q4: 11,784 shares; 2026Q1: 10,620 shares; 2026Q2: 9,620 shares 9,620 $2.46M 0.12% -1,000 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: 17,552 shares; 2024Q4: 17,883 shares; 2025Q1: 16,918 shares; 2025Q2: 17,158 shares; 2025Q3: 17,245 shares; 2025Q4: 17,536 shares; 2026Q1: 17,717 shares; 2026Q2: 17,534 shares 17,534 $2.45M 0.12% -183 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: 4,878 shares; 2024Q4: 5,199 shares; 2025Q1: 5,107 shares; 2025Q2: 6,217 shares; 2025Q3: 5,564 shares; 2025Q4: 6,979 shares; 2026Q1: 6,864 shares; 2026Q2: 6,773 shares 6,773 $2.45M 0.12% -91 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,592 shares; 2024Q4: 12,533 shares; 2025Q1: 12,263 shares; 2025Q2: 12,188 shares; 2025Q3: 12,196 shares; 2025Q4: 12,061 shares; 2026Q1: 11,606 shares; 2026Q2: 10,727 shares 10,727 $2.35M 0.12% -879 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: 11,653 shares; 2024Q4: 11,184 shares; 2025Q1: 11,689 shares; 2025Q2: 12,199 shares; 2025Q3: 12,909 shares; 2025Q4: 13,637 shares; 2026Q1: 13,142 shares; 2026Q2: 12,964 shares 12,964 $2.29M 0.11% -178 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,697 shares; 2024Q4: 18,919 shares; 2025Q1: 18,665 shares; 2025Q2: 18,888 shares; 2025Q3: 17,730 shares; 2025Q4: 17,788 shares; 2026Q1: 17,350 shares; 2026Q2: 17,366 shares 17,366 $2.29M 0.11% +16 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,567 shares; 2024Q4: 16,570 shares; 2025Q1: 16,574 shares; 2025Q2: 16,520 shares; 2025Q3: 16,604 shares; 2025Q4: 16,152 shares; 2026Q1: 16,215 shares; 2026Q2: 16,051 shares 16,051 $2.27M 0.11% -164 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,854 shares; 2024Q4: 2,959 shares; 2025Q1: 2,903 shares; 2025Q2: 2,969 shares; 2025Q3: 2,942 shares; 2025Q4: 2,901 shares; 2026Q1: 3,047 shares; 2026Q2: 3,009 shares 3,009 $2.27M 0.11% -38 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: 8,938 shares; 2024Q4: 9,188 shares; 2025Q1: 9,018 shares; 2025Q2: 9,345 shares; 2025Q3: 9,347 shares; 2025Q4: 9,280 shares; 2026Q1: 9,573 shares; 2026Q2: 9,445 shares 9,445 $2.25M 0.11% -128 Timeline VCRB 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: 5,305 shares; 2024Q4: 6,020 shares; 2025Q1: 6,020 shares; 2025Q2: 6,125 shares; 2025Q3: 8,613 shares; 2025Q4: 9,731 shares; 2026Q1: 15,707 shares; 2026Q2: 29,060 shares 29,060 $2.24M 0.11% +13,353 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: 2,458 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: 2,682 shares; 2025Q4: 3,275 shares; 2026Q1: 2,200 shares; 2026Q2: 1,897 shares 1,897 $2.19M 0.11% -303 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: 28,155 shares; 2024Q4: 28,721 shares; 2025Q1: 27,626 shares; 2025Q2: 23,575 shares; 2025Q3: 23,688 shares; 2025Q4: 23,557 shares; 2026Q1: 22,949 shares; 2026Q2: 22,175 shares 22,175 $2.13M 0.11% -774 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: 3,952 shares; 2024Q4: 4,056 shares; 2025Q1: 3,910 shares; 2025Q2: 3,979 shares; 2025Q3: 4,114 shares; 2025Q4: 4,061 shares; 2026Q1: 3,996 shares; 2026Q2: 4,152 shares 4,152 $2.13M 0.11% +156 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: 14,387 shares; 2024Q4: 16,922 shares; 2025Q1: 16,398 shares; 2025Q2: 17,273 shares; 2025Q3: 17,495 shares; 2025Q4: 17,584 shares; 2026Q1: 14,237 shares; 2026Q2: 14,455 shares 14,455 $2.09M 0.1% +218 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: 10,770 shares; 2024Q4: 10,355 shares; 2025Q1: 10,466 shares; 2025Q2: 10,378 shares; 2025Q3: 10,366 shares; 2025Q4: 9,591 shares; 2026Q1: 9,771 shares; 2026Q2: 9,511 shares 9,511 $2.09M 0.1% -260 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: 8,031 shares; 2024Q4: 8,980 shares; 2025Q1: 8,156 shares; 2025Q2: 10,099 shares; 2025Q3: 10,177 shares; 2025Q4: 9,481 shares; 2026Q1: 9,502 shares; 2026Q2: 9,165 shares 9,165 $2.08M 0.1% -337 Timeline FUND SPROTT FOCUS TR INC More: the full row for SPROTT FOCUS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,110 shares; 2024Q4: 234,707 shares; 2025Q1: 222,879 shares; 2025Q2: 218,625 shares; 2025Q3: 218,447 shares; 2025Q4: 217,592 shares; 2026Q1: 218,586 shares; 2026Q2: 218,889 shares 218,889 $2.08M 0.1% +303 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: 15,117 shares; 2024Q4: 15,588 shares; 2025Q1: 29,514 shares; 2025Q2: 29,831 shares; 2025Q3: 29,139 shares; 2025Q4: 31,236 shares; 2026Q1: 32,919 shares; 2026Q2: 32,748 shares 32,748 $2.03M 0.1% -171 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,868 shares; 2024Q4: 4,594 shares; 2025Q1: 4,977 shares; 2025Q2: 6,983 shares; 2025Q3: 6,618 shares; 2025Q4: 5,658 shares; 2026Q1: 5,185 shares; 2026Q2: 4,649 shares 4,649 $2.01M 0.1% -536 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: 3,204 shares; 2024Q4: 3,213 shares; 2025Q1: 3,302 shares; 2025Q2: 3,263 shares; 2025Q3: 4,016 shares; 2025Q4: 3,886 shares; 2026Q1: 3,816 shares; 2026Q2: 3,862 shares 3,862 $2M 0.1% +46 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: 24,318 shares; 2024Q4: 24,436 shares; 2025Q1: 24,225 shares; 2025Q2: 24,599 shares; 2025Q3: 24,966 shares; 2025Q4: 25,382 shares; 2026Q1: 24,637 shares; 2026Q2: 22,003 shares 22,003 $2M 0.1% -2,634 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: 16,041 shares; 2024Q4: 15,092 shares; 2025Q1: 16,044 shares; 2025Q2: 16,730 shares; 2025Q3: 16,232 shares; 2025Q4: 16,387 shares; 2026Q1: 16,081 shares; 2026Q2: 15,657 shares 15,657 $1.98M 0.1% -424 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,154 shares; 2024Q4: 22,826 shares; 2025Q1: 23,038 shares; 2025Q2: 22,644 shares; 2025Q3: 22,681 shares; 2025Q4: 19,166 shares; 2026Q1: 19,123 shares; 2026Q2: 20,643 shares 20,643 $1.98M 0.1% +1,520 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,700 shares; 2024Q4: 17,717 shares; 2025Q1: 17,774 shares; 2025Q2: 17,876 shares; 2025Q3: 19,079 shares; 2025Q4: 20,954 shares; 2026Q1: 21,193 shares; 2026Q2: 21,197 shares 21,197 $1.98M 0.1% +4 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE 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: 13,764 shares; 2025Q4: 60,656 shares; 2026Q1: 73,576 shares; 2026Q2: 77,190 shares 77,190 $1.96M 0.1% +3,614 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,048 shares; 2024Q4: 7,863 shares; 2025Q1: 7,868 shares; 2025Q2: 6,334 shares; 2025Q3: 6,187 shares; 2025Q4: 6,518 shares; 2026Q1: 6,531 shares; 2026Q2: 6,539 shares 6,539 $1.96M 0.1% +8 Timeline VGK 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: 9,601 shares; 2024Q4: 9,604 shares; 2025Q1: 10,312 shares; 2025Q2: 10,011 shares; 2025Q3: 10,047 shares; 2025Q4: 22,050 shares; 2026Q1: 22,051 shares; 2026Q2: 22,075 shares 22,075 $1.95M 0.1% +24 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: 10,272 shares; 2024Q4: 12,082 shares; 2025Q1: 14,389 shares; 2025Q2: 15,238 shares; 2025Q3: 13,325 shares; 2025Q4: 13,882 shares; 2026Q1: 15,962 shares; 2026Q2: 16,633 shares 16,633 $1.94M 0.1% +671 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,602 shares; 2024Q4: 16,689 shares; 2025Q1: 16,692 shares; 2025Q2: 16,694 shares; 2025Q3: 16,697 shares; 2025Q4: 16,519 shares; 2026Q1: 16,569 shares; 2026Q2: 16,571 shares 16,571 $1.94M 0.1% +2 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,527 shares; 2024Q4: 24,900 shares; 2025Q1: 23,865 shares; 2025Q2: 24,324 shares; 2025Q3: 20,958 shares; 2025Q4: 20,606 shares; 2026Q1: 19,878 shares; 2026Q2: 20,201 shares 20,201 $1.9M 0.09% +323 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,477 shares; 2024Q4: 2,574 shares; 2025Q1: 2,627 shares; 2025Q2: 2,617 shares; 2025Q3: 2,612 shares; 2025Q4: 2,709 shares; 2026Q1: 2,686 shares; 2026Q2: 2,684 shares 2,684 $1.89M 0.09% -2 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,632 shares; 2024Q4: 5,224 shares; 2025Q1: 4,590 shares; 2025Q2: 5,197 shares; 2025Q3: 4,984 shares; 2025Q4: 5,521 shares; 2026Q1: 5,569 shares; 2026Q2: 5,510 shares 5,510 $1.88M 0.09% -59 Timeline FIDU 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: 11,628 shares; 2024Q4: 11,597 shares; 2025Q1: 11,830 shares; 2025Q2: 13,076 shares; 2025Q3: 14,548 shares; 2025Q4: 16,291 shares; 2026Q1: 18,540 shares; 2026Q2: 18,817 shares 18,817 $1.87M 0.09% +277 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,547 shares; 2024Q4: 27,282 shares; 2025Q1: 29,997 shares; 2025Q2: 25,391 shares; 2025Q3: 24,208 shares; 2025Q4: 25,096 shares; 2026Q1: 26,201 shares; 2026Q2: 23,467 shares 23,467 $1.85M 0.09% -2,734 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,657 shares; 2024Q4: 13,331 shares; 2025Q1: 13,005 shares; 2025Q2: 12,944 shares; 2025Q3: 12,944 shares; 2025Q4: 12,944 shares; 2026Q1: 12,944 shares; 2026Q2: 12,814 shares 12,814 $1.85M 0.09% -130 Timeline FELV 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: 48,103 shares; 2024Q4: 47,491 shares; 2025Q1: 47,457 shares; 2025Q2: 47,906 shares; 2025Q3: 48,073 shares; 2025Q4: 47,459 shares; 2026Q1: 46,275 shares; 2026Q2: 45,984 shares 45,984 $1.84M 0.09% -291 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: 86,806 shares; 2024Q4: 95,643 shares; 2025Q1: 83,272 shares; 2025Q2: 122,098 shares; 2025Q3: 109,704 shares; 2025Q4: 87,846 shares; 2026Q1: 90,347 shares; 2026Q2: 87,504 shares 87,504 $1.81M 0.09% -2,843 Timeline RPG 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: 28,613 shares; 2024Q4: 28,815 shares; 2025Q1: 29,049 shares; 2025Q2: 29,050 shares; 2025Q3: 29,056 shares; 2025Q4: 28,832 shares; 2026Q1: 28,558 shares; 2026Q2: 28,225 shares 28,225 $1.8M 0.09% -333 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,691 shares; 2024Q4: 12,707 shares; 2025Q1: 4,909 shares; 2025Q2: 7,595 shares; 2025Q3: 7,092 shares; 2025Q4: 7,058 shares; 2026Q1: 7,012 shares; 2026Q2: 17,800 shares 17,800 $1.78M 0.09% +10,788 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,237 shares 30,237 $1.78M 0.09% new Timeline VAW 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: 2,092 shares; 2024Q4: 2,074 shares; 2025Q1: 2,034 shares; 2025Q2: 8,267 shares; 2025Q3: 7,850 shares; 2025Q4: 7,874 shares; 2026Q1: 7,745 shares; 2026Q2: 7,766 shares 7,766 $1.78M 0.09% +21 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,206 shares; 2025Q3: 2,584 shares; 2025Q4: 7,639 shares; 2026Q1: 10,433 shares; 2026Q2: 10,455 shares 10,455 $1.78M 0.09% +22 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,825 shares; 2024Q4: 115,771 shares; 2025Q1: 118,947 shares; 2025Q2: 119,886 shares; 2025Q3: 118,794 shares; 2025Q4: 103,962 shares; 2026Q1: 96,963 shares; 2026Q2: 95,662 shares 95,662 $1.77M 0.09% -1,301 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: 10,105 shares; 2024Q4: 11,569 shares; 2025Q1: 11,936 shares; 2025Q2: 10,912 shares; 2025Q3: 10,948 shares; 2025Q4: 10,820 shares; 2026Q1: 10,315 shares; 2026Q2: 9,466 shares 9,466 $1.75M 0.09% -849 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: 18,274 shares; 2026Q1: 27,369 shares; 2026Q2: 57,309 shares 57,309 $1.74M 0.09% +29,940 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: 31,777 shares; 2024Q4: 31,641 shares; 2025Q1: 33,037 shares; 2025Q2: 34,695 shares; 2025Q3: 33,552 shares; 2025Q4: 33,129 shares; 2026Q1: 32,415 shares; 2026Q2: 32,278 shares 32,278 $1.73M 0.09% -137 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,529 shares 49,529 $1.72M 0.09% new 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: 6,537 shares; 2024Q4: 6,580 shares; 2025Q1: 6,211 shares; 2025Q2: 7,284 shares; 2025Q3: 7,440 shares; 2025Q4: 7,524 shares; 2026Q1: 7,595 shares; 2026Q2: 7,056 shares 7,056 $1.71M 0.09% -539 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: 18,935 shares; 2024Q4: 18,867 shares; 2025Q1: 18,081 shares; 2025Q2: 18,358 shares; 2025Q3: 18,853 shares; 2025Q4: 21,454 shares; 2026Q1: 20,325 shares; 2026Q2: 20,566 shares 20,566 $1.7M 0.08% +241 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,445 shares; 2024Q4: 15,638 shares; 2025Q1: 16,753 shares; 2025Q2: 21,504 shares; 2025Q3: 26,881 shares; 2025Q4: 27,041 shares; 2026Q1: 19,354 shares; 2026Q2: 18,879 shares 18,879 $1.7M 0.08% -475 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: 3,296 shares; 2024Q4: 3,267 shares; 2025Q1: 3,233 shares; 2025Q2: 3,125 shares; 2025Q3: 3,202 shares; 2025Q4: 3,576 shares; 2026Q1: 3,718 shares; 2026Q2: 3,423 shares 3,423 $1.68M 0.08% -295 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,463 shares; 2024Q4: 5,627 shares; 2025Q1: 6,251 shares; 2025Q2: 6,693 shares; 2025Q3: 6,784 shares; 2025Q4: 7,234 shares; 2026Q1: 7,074 shares; 2026Q2: 7,529 shares 7,529 $1.68M 0.08% +455 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,483 shares; 2025Q4: 29,649 shares; 2026Q1: 38,495 shares; 2026Q2: 41,300 shares 41,300 $1.68M 0.08% +2,805 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE 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: 7,714 shares; 2025Q4: 15,049 shares; 2026Q1: 13,295 shares; 2026Q2: 34,564 shares 34,564 $1.65M 0.08% +21,269 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,066 shares; 2024Q4: 3,914 shares; 2025Q1: 4,554 shares; 2025Q2: 4,632 shares; 2025Q3: 4,883 shares; 2025Q4: 5,335 shares; 2026Q1: 5,236 shares; 2026Q2: 5,735 shares 5,735 $1.64M 0.08% +499 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,621 shares; 2024Q4: 15,549 shares; 2025Q1: 16,054 shares; 2025Q2: 60,088 shares; 2025Q3: 72,073 shares; 2025Q4: 69,257 shares; 2026Q1: 76,692 shares; 2026Q2: 80,126 shares 80,126 $1.62M 0.08% +3,434 Timeline EVSM 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: 7,000 shares; 2025Q1: 10,745 shares; 2025Q2: 17,205 shares; 2025Q3: 17,205 shares; 2025Q4: 20,155 shares; 2026Q1: 25,705 shares; 2026Q2: 31,967 shares 31,967 $1.61M 0.08% +6,262 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: 7,746 shares; 2024Q4: 7,605 shares; 2025Q1: 7,678 shares; 2025Q2: 8,221 shares; 2025Q3: 8,638 shares; 2025Q4: 7,704 shares; 2026Q1: 8,017 shares; 2026Q2: 7,816 shares 7,816 $1.6M 0.08% -201 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: 6,794 shares; 2024Q4: 6,709 shares; 2025Q1: 6,690 shares; 2025Q2: 6,854 shares; 2025Q3: 6,576 shares; 2025Q4: 6,449 shares; 2026Q1: 6,448 shares; 2026Q2: 6,254 shares 6,254 $1.58M 0.08% -194 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,749 shares; 2024Q4: 18,603 shares; 2025Q1: 14,018 shares; 2025Q2: 17,046 shares; 2025Q3: 19,008 shares; 2025Q4: 14,783 shares; 2026Q1: 13,906 shares; 2026Q2: 14,890 shares 14,890 $1.55M 0.08% +984 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,811 shares; 2024Q4: 32,219 shares; 2025Q1: 29,541 shares; 2025Q2: 30,638 shares; 2025Q3: 37,360 shares; 2025Q4: 40,383 shares; 2026Q1: 28,907 shares; 2026Q2: 28,751 shares 28,751 $1.54M 0.08% -156 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,776 shares; 2024Q4: 13,908 shares; 2025Q1: 13,786 shares; 2025Q2: 11,246 shares; 2025Q3: 10,460 shares; 2025Q4: 10,478 shares; 2026Q1: 10,228 shares; 2026Q2: 10,232 shares 10,232 $1.54M 0.08% +4 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: 3,904 shares; 2024Q4: 4,028 shares; 2025Q1: 4,036 shares; 2025Q2: 4,361 shares; 2025Q3: 3,960 shares; 2025Q4: 4,339 shares; 2026Q1: 4,532 shares; 2026Q2: 4,526 shares 4,526 $1.53M 0.08% -6 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,352 shares; 2025Q1: 4,697 shares; 2025Q2: 4,697 shares; 2025Q3: 5,293 shares; 2025Q4: 5,300 shares; 2026Q1: 9,729 shares; 2026Q2: 18,522 shares 18,522 $1.53M 0.08% +8,793 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: 6,588 shares; 2024Q4: 6,817 shares; 2025Q1: 6,291 shares; 2025Q2: 6,144 shares; 2025Q3: 6,151 shares; 2025Q4: 6,149 shares; 2026Q1: 6,953 shares; 2026Q2: 7,006 shares 7,006 $1.52M 0.08% +53 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,919 shares; 2024Q4: 21,795 shares; 2025Q1: 19,334 shares; 2025Q2: 20,175 shares; 2025Q3: 18,598 shares; 2025Q4: 18,873 shares; 2026Q1: 19,405 shares; 2026Q2: 20,910 shares 20,910 $1.51M 0.08% +1,505 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,456 shares; 2025Q2: 11,126 shares; 2025Q3: 18,304 shares; 2025Q4: 19,082 shares; 2026Q1: 20,343 shares; 2026Q2: 18,912 shares 18,912 $1.5M 0.07% -1,431 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: 9,743 shares; 2024Q4: 9,326 shares; 2025Q1: 9,440 shares; 2025Q2: 10,716 shares; 2025Q3: 10,704 shares; 2025Q4: 9,632 shares; 2026Q1: 8,519 shares; 2026Q2: 12,556 shares 12,556 $1.49M 0.07% +4,037 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,876 shares; 2024Q4: 7,887 shares; 2025Q1: 7,901 shares; 2025Q2: 7,914 shares; 2025Q3: 8,267 shares; 2025Q4: 8,282 shares; 2026Q1: 8,095 shares; 2026Q2: 8,109 shares 8,109 $1.49M 0.07% +14 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,415 shares; 2024Q4: 9,002 shares; 2025Q1: 7,763 shares; 2025Q2: 8,564 shares; 2025Q3: 7,757 shares; 2025Q4: 6,471 shares; 2026Q1: 6,044 shares; 2026Q2: 6,263 shares 6,263 $1.49M 0.07% +219 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: 9,238 shares; 2024Q4: 10,073 shares; 2025Q1: 9,378 shares; 2025Q2: 9,735 shares; 2025Q3: 9,059 shares; 2025Q4: 9,586 shares; 2026Q1: 9,186 shares; 2026Q2: 9,090 shares 9,090 $1.47M 0.07% -96 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,086 shares; 2025Q3: 11,811 shares; 2025Q4: 24,626 shares; 2026Q1: 29,303 shares; 2026Q2: 46,656 shares 46,656 $1.47M 0.07% +17,353 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,945 shares; 2024Q4: 4,220 shares; 2025Q1: 4,200 shares; 2025Q2: 6,380 shares; 2025Q3: 6,410 shares; 2025Q4: 6,691 shares; 2026Q1: 7,661 shares; 2026Q2: 7,879 shares 7,879 $1.46M 0.07% +218 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: 9,074 shares; 2024Q4: 9,413 shares; 2025Q1: 9,386 shares; 2025Q2: 9,469 shares; 2025Q3: 10,273 shares; 2025Q4: 9,781 shares; 2026Q1: 10,322 shares; 2026Q2: 10,190 shares 10,190 $1.46M 0.07% -132 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,642 shares; 2025Q4: 23,755 shares; 2026Q1: 25,245 shares; 2026Q2: 28,312 shares 28,312 $1.44M 0.07% +3,067 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: 7,220 shares; 2024Q4: 7,848 shares; 2025Q1: 7,848 shares; 2025Q2: 8,483 shares; 2025Q3: 8,670 shares; 2025Q4: 19,789 shares; 2026Q1: 25,390 shares; 2026Q2: 32,367 shares 32,367 $1.44M 0.07% +6,977 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,526 shares; 2025Q4: 11,829 shares; 2026Q1: 14,644 shares; 2026Q2: 29,310 shares 29,310 $1.43M 0.07% +14,666 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,708 shares; 2024Q4: 32,083 shares; 2025Q1: 29,410 shares; 2025Q2: 29,245 shares; 2025Q3: 29,895 shares; 2025Q4: 31,122 shares; 2026Q1: 31,374 shares; 2026Q2: 30,155 shares 30,155 $1.43M 0.07% -1,219 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,083 shares; 2024Q4: 38,456 shares; 2025Q1: 38,558 shares; 2025Q2: 37,546 shares; 2025Q3: 38,568 shares; 2025Q4: 36,494 shares; 2026Q1: 36,025 shares; 2026Q2: 38,769 shares 38,769 $1.43M 0.07% +2,744 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: 6,807 shares; 2024Q4: 6,028 shares; 2025Q1: 6,022 shares; 2025Q2: 6,191 shares; 2025Q3: 6,148 shares; 2025Q4: 6,392 shares; 2026Q1: 6,444 shares; 2026Q2: 6,362 shares 6,362 $1.42M 0.07% -82 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,925 shares; 2024Q4: 60,926 shares; 2025Q1: 59,172 shares; 2025Q2: 59,174 shares; 2025Q3: 59,174 shares; 2025Q4: 59,177 shares; 2026Q1: 57,477 shares; 2026Q2: 56,866 shares 56,866 $1.42M 0.07% -611 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,766 shares; 2024Q4: 11,566 shares; 2025Q1: 11,396 shares; 2025Q2: 11,358 shares; 2025Q3: 11,516 shares; 2025Q4: 11,689 shares; 2026Q1: 11,606 shares; 2026Q2: 11,685 shares 11,685 $1.42M 0.07% +79 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: 7,020 shares; 2024Q4: 7,037 shares; 2025Q1: 7,208 shares; 2025Q2: 7,581 shares; 2025Q3: 8,918 shares; 2025Q4: 8,921 shares; 2026Q1: 9,073 shares; 2026Q2: 8,976 shares 8,976 $1.41M 0.07% -97 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,820 shares; 2025Q4: 13,411 shares; 2026Q1: 17,363 shares; 2026Q2: 23,308 shares 23,308 $1.41M 0.07% +5,945 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: 6,243 shares; 2024Q4: 6,139 shares; 2025Q1: 5,605 shares; 2025Q2: 5,540 shares; 2025Q3: 5,465 shares; 2025Q4: 5,523 shares; 2026Q1: 6,278 shares; 2026Q2: 6,364 shares 6,364 $1.4M 0.07% +86 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52,494 shares; 2025Q1: not reported; 2025Q2: 52,494 shares; 2025Q3: 53,285 shares; 2025Q4: 53,340 shares; 2026Q1: 53,340 shares; 2026Q2: 53,340 shares 53,340 $1.39M 0.07% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,603 shares; 2024Q4: 2,595 shares; 2025Q1: 2,618 shares; 2025Q2: 2,670 shares; 2025Q3: 3,019 shares; 2025Q4: 3,790 shares; 2026Q1: 5,756 shares; 2026Q2: 6,027 shares 6,027 $1.37M 0.07% +271 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,955 shares; 2024Q4: 20,004 shares; 2025Q1: 19,843 shares; 2025Q2: 20,154 shares; 2025Q3: 15,739 shares; 2025Q4: 20,102 shares; 2026Q1: 21,045 shares; 2026Q2: 17,900 shares 17,900 $1.37M 0.07% -3,145 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,462 shares; 2024Q4: 3,740 shares; 2025Q1: 3,746 shares; 2025Q2: 3,456 shares; 2025Q3: 3,460 shares; 2025Q4: 3,491 shares; 2026Q1: 3,522 shares; 2026Q2: 3,426 shares 3,426 $1.36M 0.07% -96 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,965 shares; 2024Q4: 16,012 shares; 2025Q1: 15,020 shares; 2025Q2: 15,022 shares; 2025Q3: 14,972 shares; 2025Q4: 15,317 shares; 2026Q1: 14,921 shares; 2026Q2: 14,785 shares 14,785 $1.36M 0.07% -136 Timeline VSDM 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: 7,105 shares; 2025Q2: 12,055 shares; 2025Q3: 13,345 shares; 2025Q4: 14,515 shares; 2026Q1: 14,827 shares; 2026Q2: 17,622 shares 17,622 $1.35M 0.07% +2,795 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,703 shares; 2024Q4: 4,345 shares; 2025Q1: 4,411 shares; 2025Q2: 4,454 shares; 2025Q3: 5,368 shares; 2025Q4: 4,533 shares; 2026Q1: 4,225 shares; 2026Q2: 4,517 shares 4,517 $1.35M 0.07% +292 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,330 shares; 2024Q4: 34,781 shares; 2025Q1: 33,530 shares; 2025Q2: 35,915 shares; 2025Q3: 35,880 shares; 2025Q4: 35,830 shares; 2026Q1: 35,980 shares; 2026Q2: 36,515 shares 36,515 $1.33M 0.07% +535 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,138 shares; 2024Q4: 18,709 shares; 2025Q1: 14,601 shares; 2025Q2: 19,439 shares; 2025Q3: 19,049 shares; 2025Q4: 19,198 shares; 2026Q1: 22,318 shares; 2026Q2: 25,000 shares 25,000 $1.33M 0.07% +2,682 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,134 shares; 2024Q4: 5,171 shares; 2025Q1: 5,168 shares; 2025Q2: 5,381 shares; 2025Q3: 5,615 shares; 2025Q4: 5,955 shares; 2026Q1: 6,590 shares; 2026Q2: 6,727 shares 6,727 $1.33M 0.07% +137 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,050 shares; 2024Q4: 25,886 shares; 2025Q1: 25,221 shares; 2025Q2: 23,562 shares; 2025Q3: 22,017 shares; 2025Q4: 18,776 shares; 2026Q1: 17,660 shares; 2026Q2: 17,050 shares 17,050 $1.31M 0.07% -610 Timeline SPYX 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: 23,268 shares; 2024Q4: 23,275 shares; 2025Q1: 24,546 shares; 2025Q2: 24,553 shares; 2025Q3: 23,606 shares; 2025Q4: 23,612 shares; 2026Q1: 21,475 shares; 2026Q2: 21,481 shares 21,481 $1.31M 0.07% +6 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: 19,383 shares; 2024Q4: 18,627 shares; 2025Q1: 19,188 shares; 2025Q2: 21,718 shares; 2025Q3: 22,462 shares; 2025Q4: 22,873 shares; 2026Q1: 21,309 shares; 2026Q2: 20,822 shares 20,822 $1.31M 0.07% -487 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,228 shares; 2024Q4: 71,477 shares; 2025Q1: 71,453 shares; 2025Q2: 70,319 shares; 2025Q3: 64,062 shares; 2025Q4: 59,571 shares; 2026Q1: 58,409 shares; 2026Q2: 58,604 shares 58,604 $1.3M 0.06% +195 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,800 shares 5,800 $1.3M 0.06% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,800 shares 5,800 $1.28M 0.06% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,234 shares; 2024Q4: 4,660 shares; 2025Q1: 3,772 shares; 2025Q2: 4,619 shares; 2025Q3: 4,520 shares; 2025Q4: 4,661 shares; 2026Q1: 4,313 shares; 2026Q2: 4,060 shares 4,060 $1.28M 0.06% -253 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 7,321 shares 7,321 $1.27M 0.06% new 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: 12,269 shares; 2024Q4: 11,874 shares; 2025Q1: 18,419 shares; 2025Q2: 18,864 shares; 2025Q3: 17,439 shares; 2025Q4: 16,581 shares; 2026Q1: 18,496 shares; 2026Q2: 20,643 shares 20,643 $1.27M 0.06% +2,147 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,226 shares; 2024Q4: 49,630 shares; 2025Q1: 44,091 shares; 2025Q2: 45,027 shares; 2025Q3: 45,139 shares; 2025Q4: 43,260 shares; 2026Q1: 43,582 shares; 2026Q2: 41,214 shares 41,214 $1.26M 0.06% -2,368 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,082 shares; 2024Q4: 18,134 shares; 2025Q1: 18,422 shares; 2025Q2: 14,265 shares; 2025Q3: 13,651 shares; 2025Q4: 14,310 shares; 2026Q1: 13,997 shares; 2026Q2: 13,687 shares 13,687 $1.25M 0.06% -310 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: 14,491 shares; 2024Q4: 15,512 shares; 2025Q1: 13,392 shares; 2025Q2: 16,365 shares; 2025Q3: 16,420 shares; 2025Q4: 15,171 shares; 2026Q1: 16,727 shares; 2026Q2: 16,614 shares 16,614 $1.25M 0.06% -113 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,672 shares; 2024Q4: 27,458 shares; 2025Q1: 30,567 shares; 2025Q2: 30,677 shares; 2025Q3: 33,231 shares; 2025Q4: 33,618 shares; 2026Q1: 36,176 shares; 2026Q2: 36,226 shares 36,226 $1.25M 0.06% +50 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,111 shares; 2024Q4: 5,072 shares; 2025Q1: 5,113 shares; 2025Q2: 5,095 shares; 2025Q3: 3,767 shares; 2025Q4: 3,481 shares; 2026Q1: 3,330 shares; 2026Q2: 3,228 shares 3,228 $1.25M 0.06% -102 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,385 shares; 2024Q4: 10,127 shares; 2025Q1: 10,124 shares; 2025Q2: 7,803 shares; 2025Q3: 6,601 shares; 2025Q4: 6,667 shares; 2026Q1: 7,112 shares; 2026Q2: 7,724 shares 7,724 $1.23M 0.06% +612 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: 2,966 shares; 2025Q1: 2,494 shares; 2025Q2: 3,689 shares; 2025Q3: 4,212 shares; 2025Q4: 4,373 shares; 2026Q1: 3,877 shares; 2026Q2: 3,611 shares 3,611 $1.23M 0.06% -266 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: 5,800 shares; 2024Q4: 5,795 shares; 2025Q1: 5,300 shares; 2025Q2: 6,903 shares; 2025Q3: 6,061 shares; 2025Q4: 6,481 shares; 2026Q1: 6,562 shares; 2026Q2: 5,885 shares 5,885 $1.23M 0.06% -677 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,245 shares; 2024Q4: 4,082 shares; 2025Q1: 4,198 shares; 2025Q2: 4,199 shares; 2025Q3: 4,239 shares; 2025Q4: 4,736 shares; 2026Q1: 4,223 shares; 2026Q2: 4,184 shares 4,184 $1.23M 0.06% -39 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,839 shares; 2024Q4: 6,975 shares; 2025Q1: 7,241 shares; 2025Q2: 7,165 shares; 2025Q3: 7,237 shares; 2025Q4: 6,851 shares; 2026Q1: 6,902 shares; 2026Q2: 6,864 shares 6,864 $1.23M 0.06% -38 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,264 shares; 2024Q4: 2,204 shares; 2025Q1: 2,696 shares; 2025Q2: 3,092 shares; 2025Q3: 3,223 shares; 2025Q4: 2,943 shares; 2026Q1: 2,813 shares; 2026Q2: 13,925 shares 13,925 $1.22M 0.06% +11,112 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,870 shares; 2025Q3: 2,128 shares; 2025Q4: 1,684 shares; 2026Q1: 1,492 shares; 2026Q2: 1,249 shares 1,249 $1.21M 0.06% -243 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: 20,212 shares; 2024Q4: 20,288 shares; 2025Q1: 20,341 shares; 2025Q2: 20,417 shares; 2025Q3: 20,342 shares; 2025Q4: 20,397 shares; 2026Q1: 20,308 shares; 2026Q2: 20,368 shares 20,368 $1.2M 0.06% +60 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,115 shares; 2024Q4: not reported; 2025Q1: 2,566 shares; 2025Q2: 4,129 shares; 2025Q3: 4,502 shares; 2025Q4: 5,771 shares; 2026Q1: 6,116 shares; 2026Q2: 7,576 shares 7,576 $1.2M 0.06% +1,460 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: 13,452 shares; 2024Q4: 12,979 shares; 2025Q1: 13,067 shares; 2025Q2: 13,370 shares; 2025Q3: 12,728 shares; 2025Q4: 12,833 shares; 2026Q1: 13,847 shares; 2026Q2: 12,651 shares 12,651 $1.17M 0.06% -1,196 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,973 shares; 2024Q4: 6,958 shares; 2025Q1: 6,704 shares; 2025Q2: 6,704 shares; 2025Q3: 6,306 shares; 2025Q4: 6,312 shares; 2026Q1: 6,285 shares; 2026Q2: 6,121 shares 6,121 $1.16M 0.06% -164 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 1,050 shares; 2025Q1: 1,062 shares; 2025Q2: 1,181 shares; 2025Q3: 1,173 shares; 2025Q4: 1,172 shares; 2026Q1: 1,221 shares; 2026Q2: 1,188 shares 1,188 $1.16M 0.06% -33 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,039 shares; 2024Q4: 20,039 shares; 2025Q1: 20,039 shares; 2025Q2: 21,377 shares; 2025Q3: 21,488 shares; 2025Q4: 21,488 shares; 2026Q1: 34,246 shares; 2026Q2: 34,246 shares 34,246 $1.16M 0.06% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,882 shares; 2024Q4: 14,607 shares; 2025Q1: 14,148 shares; 2025Q2: 13,723 shares; 2025Q3: 14,905 shares; 2025Q4: 14,976 shares; 2026Q1: 15,056 shares; 2026Q2: 14,796 shares 14,796 $1.15M 0.06% -260 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: 7,466 shares; 2024Q4: 7,676 shares; 2025Q1: 7,515 shares; 2025Q2: 7,359 shares; 2025Q3: 7,353 shares; 2025Q4: 7,397 shares; 2026Q1: 7,553 shares; 2026Q2: 7,338 shares 7,338 $1.15M 0.06% -215 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,293 shares; 2024Q4: 25,270 shares; 2025Q1: 21,327 shares; 2025Q2: 21,968 shares; 2025Q3: 21,083 shares; 2025Q4: 21,350 shares; 2026Q1: 21,929 shares; 2026Q2: 23,829 shares 23,829 $1.15M 0.06% +1,900 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: 336 shares; 2025Q3: 398 shares; 2025Q4: 509 shares; 2026Q1: 393 shares; 2026Q2: 3,792 shares 3,792 $1.14M 0.06% +3,399 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,393 shares; 2024Q4: 6,491 shares; 2025Q1: 3,397 shares; 2025Q2: 6,448 shares; 2025Q3: 3,574 shares; 2025Q4: 6,985 shares; 2026Q1: 7,716 shares; 2026Q2: 6,812 shares 6,812 $1.14M 0.06% -904 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,686 shares; 2024Q4: 18,470 shares; 2025Q1: 18,928 shares; 2025Q2: 19,041 shares; 2025Q3: 19,208 shares; 2025Q4: 18,394 shares; 2026Q1: 16,800 shares; 2026Q2: 15,734 shares 15,734 $1.13M 0.06% -1,066 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,965 shares; 2024Q4: 3,004 shares; 2025Q1: 3,104 shares; 2025Q2: 3,256 shares; 2025Q3: 3,522 shares; 2025Q4: 2,929 shares; 2026Q1: 3,150 shares; 2026Q2: 3,037 shares 3,037 $1.13M 0.06% -113 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,169 shares; 2025Q1: 7,089 shares; 2025Q2: 7,481 shares; 2025Q3: 7,481 shares; 2025Q4: 15,081 shares; 2026Q1: 14,981 shares; 2026Q2: 22,115 shares 22,115 $1.13M 0.06% +7,134 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: 8,128 shares; 2024Q4: 8,128 shares; 2025Q1: 8,128 shares; 2025Q2: 8,128 shares; 2025Q3: 10,117 shares; 2025Q4: 13,246 shares; 2026Q1: 24,554 shares; 2026Q2: 27,108 shares 27,108 $1.12M 0.06% +2,554 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,135 shares; 2024Q4: 22,436 shares; 2025Q1: 22,433 shares; 2025Q2: 21,934 shares; 2025Q3: 21,954 shares; 2025Q4: 16,489 shares; 2026Q1: 16,438 shares; 2026Q2: 45,095 shares 45,095 $1.11M 0.06% +28,657 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,494 shares; 2026Q1: 1,604 shares; 2026Q2: 6,470 shares 6,470 $1.1M 0.05% +4,866 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: 4,409 shares; 2024Q4: 3,508 shares; 2025Q1: 3,679 shares; 2025Q2: 3,805 shares; 2025Q3: 3,791 shares; 2025Q4: 4,026 shares; 2026Q1: 3,940 shares; 2026Q2: 3,689 shares 3,689 $1.1M 0.05% -251 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,648 shares; 2024Q4: 3,634 shares; 2025Q1: 3,643 shares; 2025Q2: 2,955 shares; 2025Q3: 2,961 shares; 2025Q4: 2,994 shares; 2026Q1: 3,031 shares; 2026Q2: 3,036 shares 3,036 $1.09M 0.05% +5 Timeline XOP 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: 8,162 shares; 2024Q4: 8,131 shares; 2025Q1: 7,985 shares; 2025Q2: 7,789 shares; 2025Q3: 7,489 shares; 2025Q4: 7,466 shares; 2026Q1: 7,051 shares; 2026Q2: 7,036 shares 7,036 $1.09M 0.05% -15 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: 3,175 shares; 2024Q4: 5,852 shares; 2025Q1: 3,822 shares; 2025Q2: 5,464 shares; 2025Q3: 5,521 shares; 2025Q4: 6,564 shares; 2026Q1: 6,363 shares; 2026Q2: 6,401 shares 6,401 $1.08M 0.05% +38 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: not reported; 2025Q1: not reported; 2025Q2: 7,101 shares; 2025Q3: 6,723 shares; 2025Q4: 7,202 shares; 2026Q1: 6,870 shares; 2026Q2: 6,820 shares 6,820 $1.08M 0.05% -50 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,092 shares; 2024Q4: 13,138 shares; 2025Q1: 12,873 shares; 2025Q2: 12,526 shares; 2025Q3: 12,270 shares; 2025Q4: 13,082 shares; 2026Q1: 13,200 shares; 2026Q2: 12,924 shares 12,924 $1.08M 0.05% -276 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,266 shares; 2024Q4: 7,668 shares; 2025Q1: 7,693 shares; 2025Q2: 7,695 shares; 2025Q3: 7,834 shares; 2025Q4: 8,071 shares; 2026Q1: 8,254 shares; 2026Q2: 8,865 shares 8,865 $1.08M 0.05% +611 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,952 shares; 2024Q4: 2,966 shares; 2025Q1: 2,596 shares; 2025Q2: 2,682 shares; 2025Q3: 2,709 shares; 2025Q4: 3,321 shares; 2026Q1: 3,357 shares; 2026Q2: 3,418 shares 3,418 $1.08M 0.05% +61 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: 5,149 shares; 2024Q4: 5,489 shares; 2025Q1: 5,026 shares; 2025Q2: 5,202 shares; 2025Q3: 9,875 shares; 2025Q4: 9,687 shares; 2026Q1: 10,050 shares; 2026Q2: 9,742 shares 9,742 $1.07M 0.05% -308 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: 8,151 shares; 2024Q4: 6,807 shares; 2025Q1: 9,415 shares; 2025Q2: 9,502 shares; 2025Q3: 7,963 shares; 2025Q4: 9,998 shares; 2026Q1: 9,711 shares; 2026Q2: 9,875 shares 9,875 $1.06M 0.05% +164 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,445 shares; 2026Q2: 13,247 shares 13,247 $1.05M 0.05% +9,802 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,462 shares; 2024Q4: 25,928 shares; 2025Q1: 23,646 shares; 2025Q2: 23,055 shares; 2025Q3: 17,706 shares; 2025Q4: 29,428 shares; 2026Q1: 32,314 shares; 2026Q2: 41,776 shares 41,776 $1.05M 0.05% +9,462 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,113 shares; 2024Q4: 6,305 shares; 2025Q1: 6,737 shares; 2025Q2: 7,862 shares; 2025Q3: 7,411 shares; 2025Q4: 8,140 shares; 2026Q1: 8,215 shares; 2026Q2: 7,643 shares 7,643 $1.05M 0.05% -572 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: 11,800 shares; 2024Q4: 10,315 shares; 2025Q1: 10,131 shares; 2025Q2: 11,159 shares; 2025Q3: 13,158 shares; 2025Q4: 12,541 shares; 2026Q1: 10,690 shares; 2026Q2: 10,217 shares 10,217 $1.04M 0.05% -473 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 19,570 shares; 2025Q3: 25,129 shares; 2025Q4: 25,799 shares; 2026Q1: 27,414 shares; 2026Q2: 27,811 shares 27,811 $1.04M 0.05% +397 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,129 shares; 2024Q4: 42,878 shares; 2025Q1: 39,724 shares; 2025Q2: 38,532 shares; 2025Q3: 35,695 shares; 2025Q4: 34,105 shares; 2026Q1: 32,217 shares; 2026Q2: 32,096 shares 32,096 $1.03M 0.05% -121 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: 20,567 shares; 2024Q4: 16,450 shares; 2025Q1: 16,436 shares; 2025Q2: 15,632 shares; 2025Q3: 15,774 shares; 2025Q4: 17,997 shares; 2026Q1: 18,488 shares; 2026Q2: 17,139 shares 17,139 $1.02M 0.05% -1,349 Timeline CRUX COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,912 shares 33,912 $1.02M 0.05% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,170 shares; 2024Q4: 6,054 shares; 2025Q1: 6,177 shares; 2025Q2: 6,479 shares; 2025Q3: 5,607 shares; 2025Q4: 5,435 shares; 2026Q1: 6,284 shares; 2026Q2: 5,333 shares 5,333 $1.02M 0.05% -951 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,022 shares; 2024Q4: 8,538 shares; 2025Q1: 8,298 shares; 2025Q2: 8,436 shares; 2025Q3: 7,040 shares; 2025Q4: 6,706 shares; 2026Q1: 6,626 shares; 2026Q2: 6,497 shares 6,497 $1.01M 0.05% -129 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: 713 shares; 2024Q4: 684 shares; 2025Q1: 671 shares; 2025Q2: 10,413 shares; 2025Q3: 10,447 shares; 2025Q4: 10,509 shares; 2026Q1: 10,506 shares; 2026Q2: 10,966 shares 10,966 $1.01M 0.05% +460 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: 9,580 shares; 2024Q4: 9,592 shares; 2025Q1: 10,269 shares; 2025Q2: 9,919 shares; 2025Q3: 10,454 shares; 2025Q4: 14,634 shares; 2026Q1: 13,858 shares; 2026Q2: 13,970 shares 13,970 $1.01M 0.05% +112 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,095 shares; 2026Q1: 11,148 shares; 2026Q2: 11,040 shares 11,040 $999K 0.05% -108 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY 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: 7,759 shares; 2025Q3: 6,977 shares; 2025Q4: 6,915 shares; 2026Q1: 6,867 shares; 2026Q2: 7,744 shares 7,744 $995K 0.05% +877 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,878 shares; 2024Q4: 18,398 shares; 2025Q1: 13,964 shares; 2025Q2: 15,556 shares; 2025Q3: 15,488 shares; 2025Q4: 18,496 shares; 2026Q1: 19,021 shares; 2026Q2: 17,026 shares 17,026 $985K 0.05% -1,995 Timeline EWX 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: 13,230 shares; 2024Q4: 13,230 shares; 2025Q1: 13,230 shares; 2025Q2: 13,230 shares; 2025Q3: 13,230 shares; 2025Q4: 13,230 shares; 2026Q1: 13,230 shares; 2026Q2: 13,230 shares 13,230 $983K 0.05% 0 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: 19,710 shares; 2025Q2: 19,710 shares; 2025Q3: 19,710 shares; 2025Q4: 19,710 shares; 2026Q1: 19,710 shares; 2026Q2: 19,710 shares 19,710 $982K 0.05% 0 Timeline HEFT ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,946 shares; 2026Q2: 36,914 shares 36,914 $979K 0.05% -4,032 Timeline CAGE 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: 35,320 shares 35,320 $979K 0.05% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,668 shares; 2024Q4: 5,907 shares; 2025Q1: 6,060 shares; 2025Q2: 7,222 shares; 2025Q3: 7,653 shares; 2025Q4: 7,724 shares; 2026Q1: 7,814 shares; 2026Q2: 7,707 shares 7,707 $974K 0.05% -107 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE 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: 18,590 shares; 2025Q4: 18,364 shares; 2026Q1: 23,291 shares; 2026Q2: 32,351 shares 32,351 $972K 0.05% +9,060 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,460 shares; 2024Q4: 63,210 shares; 2025Q1: 65,975 shares; 2025Q2: 79,000 shares; 2025Q3: 79,198 shares; 2025Q4: 70,151 shares; 2026Q1: 69,530 shares; 2026Q2: 70,114 shares 70,114 $970K 0.05% +584 Timeline PXE 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: 30,117 shares; 2024Q4: 30,253 shares; 2025Q1: 29,388 shares; 2025Q2: 29,294 shares; 2025Q3: 28,545 shares; 2025Q4: 28,567 shares; 2026Q1: 28,447 shares; 2026Q2: 28,367 shares 28,367 $961K 0.05% -80 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,197 shares; 2024Q4: 16,784 shares; 2025Q1: 19,738 shares; 2025Q2: 19,087 shares; 2025Q3: 18,152 shares; 2025Q4: 16,959 shares; 2026Q1: 16,782 shares; 2026Q2: 16,542 shares 16,542 $958K 0.05% -240 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: 21,196 shares; 2024Q4: 20,604 shares; 2025Q1: 20,349 shares; 2025Q2: 20,317 shares; 2025Q3: 19,353 shares; 2025Q4: 18,542 shares; 2026Q1: 19,057 shares; 2026Q2: 19,589 shares 19,589 $947K 0.05% +532 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: 5,122 shares; 2026Q2: 4,976 shares 4,976 $940K 0.05% -146 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,593 shares; 2024Q4: 16,158 shares; 2025Q1: 16,100 shares; 2025Q2: 15,908 shares; 2025Q3: 14,975 shares; 2025Q4: 15,690 shares; 2026Q1: 14,275 shares; 2026Q2: 13,750 shares 13,750 $939K 0.05% -525 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,338 shares; 2024Q4: 4,404 shares; 2025Q1: 6,037 shares; 2025Q2: 7,658 shares; 2025Q3: 7,677 shares; 2025Q4: 8,611 shares; 2026Q1: 8,941 shares; 2026Q2: 8,937 shares 8,937 $928K 0.05% -4 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411 shares; 2025Q4: 520 shares; 2026Q1: 501 shares; 2026Q2: 468 shares 468 $928K 0.05% -33 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,903 shares; 2024Q4: 8,723 shares; 2025Q1: 8,870 shares; 2025Q2: 18,499 shares; 2025Q3: 18,777 shares; 2025Q4: 19,399 shares; 2026Q1: 19,316 shares; 2026Q2: 19,245 shares 19,245 $924K 0.05% -71 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 2,705 shares; 2025Q1: 3,113 shares; 2025Q2: 2,838 shares; 2025Q3: 3,018 shares; 2025Q4: 3,019 shares; 2026Q1: 3,175 shares; 2026Q2: 3,176 shares 3,176 $923K 0.05% +1 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,845 shares; 2024Q4: 80,290 shares; 2025Q1: 75,876 shares; 2025Q2: 37,419 shares; 2025Q3: 22,331 shares; 2025Q4: 13,751 shares; 2026Q1: 10,634 shares; 2026Q2: 8,868 shares 8,868 $922K 0.05% -1,766 Timeline ONEY 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: 8,126 shares; 2024Q4: 7,526 shares; 2025Q1: 7,526 shares; 2025Q2: 7,241 shares; 2025Q3: 7,241 shares; 2025Q4: 7,391 shares; 2026Q1: 7,391 shares; 2026Q2: 7,127 shares 7,127 $913K 0.05% -264 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,045 shares; 2024Q4: 5,773 shares; 2025Q1: 6,214 shares; 2025Q2: 6,221 shares; 2025Q3: 6,531 shares; 2025Q4: 6,242 shares; 2026Q1: 6,269 shares; 2026Q2: 6,234 shares 6,234 $911K 0.05% -35 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: 9,681 shares; 2024Q4: 10,343 shares; 2025Q1: 10,735 shares; 2025Q2: 13,795 shares; 2025Q3: 13,995 shares; 2025Q4: 10,189 shares; 2026Q1: 11,118 shares; 2026Q2: 11,031 shares 11,031 $908K 0.05% -87 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,378 shares; 2025Q3: 47,378 shares; 2025Q4: 47,378 shares; 2026Q1: 47,378 shares; 2026Q2: 47,378 shares 47,378 $903K 0.04% 0 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: 3,930 shares; 2024Q4: 3,962 shares; 2025Q1: 4,214 shares; 2025Q2: 4,544 shares; 2025Q3: 4,608 shares; 2025Q4: 4,587 shares; 2026Q1: 4,562 shares; 2026Q2: 4,072 shares 4,072 $899K 0.04% -490 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,478 shares; 2024Q4: 4,642 shares; 2025Q1: 8,688 shares; 2025Q2: 7,847 shares; 2025Q3: 9,097 shares; 2025Q4: 9,097 shares; 2026Q1: 9,398 shares; 2026Q2: 11,638 shares 11,638 $899K 0.04% +2,240 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: 1,697 shares; 2024Q4: 1,608 shares; 2025Q1: 1,660 shares; 2025Q2: 4,050 shares; 2025Q3: 4,030 shares; 2025Q4: 4,737 shares; 2026Q1: 4,366 shares; 2026Q2: 4,481 shares 4,481 $899K 0.04% +115 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,501 shares; 2025Q2: 10,265 shares; 2025Q3: 5,740 shares; 2025Q4: 4,893 shares; 2026Q1: 6,614 shares; 2026Q2: 8,888 shares 8,888 $895K 0.04% +2,274 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,802 shares; 2024Q4: 60,897 shares; 2025Q1: 60,678 shares; 2025Q2: 61,141 shares; 2025Q3: 56,409 shares; 2025Q4: 56,739 shares; 2026Q1: 55,412 shares; 2026Q2: 56,448 shares 56,448 $890K 0.04% +1,036 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: 3,355 shares; 2024Q4: 3,329 shares; 2025Q1: 3,275 shares; 2025Q2: 3,333 shares; 2025Q3: 3,221 shares; 2025Q4: 2,971 shares; 2026Q1: 2,845 shares; 2026Q2: 2,508 shares 2,508 $889K 0.04% -337 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: 14,264 shares; 2026Q1: 14,217 shares; 2026Q2: 14,779 shares 14,779 $888K 0.04% +562 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: 53,489 shares; 2024Q4: 51,372 shares; 2025Q1: 49,917 shares; 2025Q2: 49,867 shares; 2025Q3: 45,957 shares; 2025Q4: 44,925 shares; 2026Q1: 43,826 shares; 2026Q2: 45,416 shares 45,416 $886K 0.04% +1,590 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,175 shares; 2024Q4: 7,883 shares; 2025Q1: 7,643 shares; 2025Q2: 7,845 shares; 2025Q3: 8,006 shares; 2025Q4: 7,686 shares; 2026Q1: 7,553 shares; 2026Q2: 7,403 shares 7,403 $883K 0.04% -150 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: 1,735 shares; 2025Q4: 2,116 shares; 2026Q1: 2,057 shares; 2026Q2: 1,378 shares 1,378 $880K 0.04% -679 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,842 shares; 2024Q4: 9,278 shares; 2025Q1: 8,993 shares; 2025Q2: 8,679 shares; 2025Q3: 8,408 shares; 2025Q4: 8,123 shares; 2026Q1: 7,548 shares; 2026Q2: 8,925 shares 8,925 $878K 0.04% +1,377 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233 shares; 2024Q4: 234 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 229 shares; 2025Q4: 226 shares; 2026Q1: 255 shares; 2026Q2: 4,919 shares 4,919 $877K 0.04% +4,664 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: 6,297 shares; 2024Q4: 4,936 shares; 2025Q1: 19,002 shares; 2025Q2: 19,271 shares; 2025Q3: 20,934 shares; 2025Q4: 19,540 shares; 2026Q1: 18,453 shares; 2026Q2: 15,989 shares 15,989 $867K 0.04% -2,464 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,143 shares; 2024Q4: 16,157 shares; 2025Q1: 16,266 shares; 2025Q2: 17,249 shares; 2025Q3: 17,672 shares; 2025Q4: 17,495 shares; 2026Q1: 17,682 shares; 2026Q2: 17,395 shares 17,395 $867K 0.04% -287 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,343 shares; 2025Q2: 1,422 shares; 2025Q3: 1,572 shares; 2025Q4: 3,439 shares; 2026Q1: 2,598 shares; 2026Q2: 2,807 shares 2,807 $860K 0.04% +209 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,844 shares; 2024Q4: 10,677 shares; 2025Q1: 6,750 shares; 2025Q2: 9,786 shares; 2025Q3: 6,028 shares; 2025Q4: 9,970 shares; 2026Q1: 9,792 shares; 2026Q2: 10,151 shares 10,151 $860K 0.04% +359 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,587 shares; 2024Q4: 7,589 shares; 2025Q1: 7,590 shares; 2025Q2: 7,592 shares; 2025Q3: 7,594 shares; 2025Q4: 7,596 shares; 2026Q1: 7,597 shares; 2026Q2: 7,598 shares 7,598 $852K 0.04% +1 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: 7,635 shares; 2024Q4: 5,957 shares; 2025Q1: 5,984 shares; 2025Q2: 5,999 shares; 2025Q3: 7,323 shares; 2025Q4: 16,956 shares; 2026Q1: 17,080 shares; 2026Q2: 17,095 shares 17,095 $847K 0.04% +15 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,880 shares; 2025Q3: 6,889 shares; 2025Q4: 7,457 shares; 2026Q1: 11,989 shares; 2026Q2: 17,529 shares 17,529 $846K 0.04% +5,540 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: 1,697 shares; 2024Q4: 1,566 shares; 2025Q1: 1,580 shares; 2025Q2: 1,732 shares; 2025Q3: 1,590 shares; 2025Q4: 1,588 shares; 2026Q1: 1,719 shares; 2026Q2: 1,613 shares 1,613 $844K 0.04% -106 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,214 shares; 2024Q4: 4,526 shares; 2025Q1: 4,451 shares; 2025Q2: 3,743 shares; 2025Q3: 3,604 shares; 2025Q4: 3,794 shares; 2026Q1: 3,194 shares; 2026Q2: 3,228 shares 3,228 $841K 0.04% +34 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,186 shares; 2024Q4: 6,019 shares; 2025Q1: 5,134 shares; 2025Q2: 5,230 shares; 2025Q3: 5,667 shares; 2025Q4: 5,014 shares; 2026Q1: 4,622 shares; 2026Q2: 4,751 shares 4,751 $835K 0.04% +129 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,394 shares; 2024Q4: 15,601 shares; 2025Q1: 16,574 shares; 2025Q2: 15,729 shares; 2025Q3: 14,460 shares; 2025Q4: 14,845 shares; 2026Q1: 14,846 shares; 2026Q2: 17,599 shares 17,599 $828K 0.04% +2,753 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL 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: 24,780 shares 24,780 $828K 0.04% 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: 2,423 shares; 2024Q4: 2,244 shares; 2025Q1: 2,188 shares; 2025Q2: 1,466 shares; 2025Q3: 1,494 shares; 2025Q4: 1,464 shares; 2026Q1: 1,628 shares; 2026Q2: 1,565 shares 1,565 $824K 0.04% -63 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: 12,637 shares; 2024Q4: 12,325 shares; 2025Q1: 15,675 shares; 2025Q2: 14,049 shares; 2025Q3: 14,553 shares; 2025Q4: 14,408 shares; 2026Q1: 13,824 shares; 2026Q2: 10,463 shares 10,463 $819K 0.04% -3,361 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: 8,347 shares; 2024Q4: 10,605 shares; 2025Q1: 11,989 shares; 2025Q2: 9,508 shares; 2025Q3: 9,406 shares; 2025Q4: 9,646 shares; 2026Q1: 9,322 shares; 2026Q2: 9,977 shares 9,977 $818K 0.04% +655 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: 1,388 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 3,104 shares; 2026Q1: 3,750 shares; 2026Q2: 4,265 shares 4,265 $813K 0.04% +515 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: 8,119 shares; 2024Q4: 6,818 shares; 2025Q1: 6,741 shares; 2025Q2: 6,598 shares; 2025Q3: 7,408 shares; 2025Q4: 7,642 shares; 2026Q1: 9,521 shares; 2026Q2: 9,786 shares 9,786 $811K 0.04% +265 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: 798 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 793 shares; 2025Q4: 782 shares; 2026Q1: 864 shares; 2026Q2: 840 shares 840 $807K 0.04% -24 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,883 shares; 2024Q4: 9,640 shares; 2025Q1: 8,191 shares; 2025Q2: 8,317 shares; 2025Q3: 8,432 shares; 2025Q4: 9,509 shares; 2026Q1: 8,898 shares; 2026Q2: 8,435 shares 8,435 $801K 0.04% -463 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,264 shares; 2025Q1: 4,836 shares; 2025Q2: 18,265 shares; 2025Q3: 17,644 shares; 2025Q4: 17,272 shares; 2026Q1: 16,791 shares; 2026Q2: 15,602 shares 15,602 $797K 0.04% -1,189 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,098 shares; 2025Q1: 5,098 shares; 2025Q2: 4,098 shares; 2025Q3: 3,673 shares; 2025Q4: 3,780 shares; 2026Q1: 5,055 shares; 2026Q2: 8,063 shares 8,063 $795K 0.04% +3,008 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,958 shares; 2024Q4: 4,503 shares; 2025Q1: 3,124 shares; 2025Q2: 4,510 shares; 2025Q3: 4,891 shares; 2025Q4: 5,583 shares; 2026Q1: 5,706 shares; 2026Q2: 4,491 shares 4,491 $793K 0.04% -1,215 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,844 shares; 2024Q4: 7,843 shares; 2025Q1: 7,836 shares; 2025Q2: 7,862 shares; 2025Q3: 7,847 shares; 2025Q4: 6,108 shares; 2026Q1: 6,170 shares; 2026Q2: 6,272 shares 6,272 $792K 0.04% +102 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,529 shares; 2026Q1: 4,802 shares; 2026Q2: 4,694 shares 4,694 $767K 0.04% -108 Timeline BCTK BARON ETF TR More: the full row for BARON 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: 22,690 shares; 2026Q1: 21,040 shares; 2026Q2: 23,580 shares 23,580 $766K 0.04% +2,540 Timeline RPV 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: 5,596 shares; 2024Q4: 5,782 shares; 2025Q1: 5,956 shares; 2025Q2: 5,959 shares; 2025Q3: 5,963 shares; 2025Q4: 6,565 shares; 2026Q1: 6,569 shares; 2026Q2: 6,662 shares 6,662 $758K 0.04% +93 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,137 shares; 2024Q4: 30,546 shares; 2025Q1: 30,686 shares; 2025Q2: 29,143 shares; 2025Q3: 29,260 shares; 2025Q4: 32,037 shares; 2026Q1: 31,915 shares; 2026Q2: 32,664 shares 32,664 $753K 0.04% +749 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: 2,252 shares; 2025Q3: 2,535 shares; 2025Q4: 2,465 shares; 2026Q1: 2,479 shares; 2026Q2: 2,229 shares 2,229 $746K 0.04% -250 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,761 shares; 2025Q4: 3,260 shares; 2026Q1: 9,973 shares; 2026Q2: 9,799 shares 9,799 $744K 0.04% -174 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,164 shares; 2024Q4: 23,140 shares; 2025Q1: 25,740 shares; 2025Q2: 25,218 shares; 2025Q3: 27,993 shares; 2025Q4: 27,548 shares; 2026Q1: 26,450 shares; 2026Q2: 26,393 shares 26,393 $741K 0.04% -57 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: 4,340 shares; 2024Q4: 4,273 shares; 2025Q1: 2,702 shares; 2025Q2: 3,099 shares; 2025Q3: 3,020 shares; 2025Q4: 3,466 shares; 2026Q1: 3,222 shares; 2026Q2: 4,497 shares 4,497 $736K 0.04% +1,275 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,991 shares; 2025Q3: 6,559 shares; 2025Q4: 7,611 shares; 2026Q1: 9,069 shares; 2026Q2: 10,723 shares 10,723 $734K 0.04% +1,654 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,628 shares; 2024Q4: 46,583 shares; 2025Q1: 46,166 shares; 2025Q2: 45,913 shares; 2025Q3: 41,403 shares; 2025Q4: 40,917 shares; 2026Q1: 37,347 shares; 2026Q2: 29,705 shares 29,705 $732K 0.04% -7,642 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: 16,539 shares; 2026Q2: 16,669 shares 16,669 $723K 0.04% +130 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,309 shares; 2024Q4: 1,206 shares; 2025Q1: 1,191 shares; 2025Q2: 1,616 shares; 2025Q3: 1,725 shares; 2025Q4: 2,987 shares; 2026Q1: 2,758 shares; 2026Q2: 2,979 shares 2,979 $721K 0.04% +221 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,661 shares; 2024Q4: 4,136 shares; 2025Q1: 3,661 shares; 2025Q2: 4,138 shares; 2025Q3: 3,663 shares; 2025Q4: 3,675 shares; 2026Q1: 3,675 shares; 2026Q2: 3,675 shares 3,675 $719K 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,841 shares; 2024Q4: 1,792 shares; 2025Q1: 1,605 shares; 2025Q2: 1,613 shares; 2025Q3: 1,643 shares; 2025Q4: 1,602 shares; 2026Q1: 1,615 shares; 2026Q2: 1,803 shares 1,803 $717K 0.04% +188 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: 5,179 shares; 2024Q4: 6,307 shares; 2025Q1: 6,334 shares; 2025Q2: 6,156 shares; 2025Q3: 6,133 shares; 2025Q4: 6,256 shares; 2026Q1: 6,504 shares; 2026Q2: 6,507 shares 6,507 $717K 0.04% +3 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,551 shares; 2024Q4: 4,407 shares; 2025Q1: 4,511 shares; 2025Q2: 4,516 shares; 2025Q3: 4,465 shares; 2025Q4: 4,466 shares; 2026Q1: 4,421 shares; 2026Q2: 4,340 shares 4,340 $714K 0.04% -81 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,370 shares; 2024Q4: 1,328 shares; 2025Q1: 1,285 shares; 2025Q2: 1,431 shares; 2025Q3: 2,099 shares; 2025Q4: 2,249 shares; 2026Q1: 2,266 shares; 2026Q2: 2,277 shares 2,277 $713K 0.04% +11 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,238 shares; 2024Q4: 12,238 shares; 2025Q1: 12,239 shares; 2025Q2: 12,999 shares; 2025Q3: 13,221 shares; 2025Q4: 12,322 shares; 2026Q1: 12,322 shares; 2026Q2: 12,822 shares 12,822 $709K 0.04% +500 Timeline VICI VICI PPTYS INC More: the full row for VICI 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: 21,536 shares; 2025Q3: 20,733 shares; 2025Q4: 22,210 shares; 2026Q1: 28,477 shares; 2026Q2: 26,635 shares 26,635 $707K 0.04% -1,842 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,700 shares 14,700 $705K 0.04% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,039 shares; 2024Q4: 4,778 shares; 2025Q1: 4,665 shares; 2025Q2: 5,237 shares; 2025Q3: 5,982 shares; 2025Q4: 5,650 shares; 2026Q1: 6,113 shares; 2026Q2: 6,561 shares 6,561 $702K 0.03% +448 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: 43,820 shares; 2024Q4: 40,646 shares; 2025Q1: 40,146 shares; 2025Q2: 38,175 shares; 2025Q3: 38,014 shares; 2025Q4: 37,985 shares; 2026Q1: 36,629 shares; 2026Q2: 36,396 shares 36,396 $696K 0.03% -233 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,982 shares; 2024Q4: 23,705 shares; 2025Q1: 22,862 shares; 2025Q2: 22,263 shares; 2025Q3: 23,929 shares; 2025Q4: 23,227 shares; 2026Q1: 22,421 shares; 2026Q2: 21,606 shares 21,606 $692K 0.03% -815 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,260 shares; 2024Q4: 6,261 shares; 2025Q1: 6,261 shares; 2025Q2: 4,262 shares; 2025Q3: 4,263 shares; 2025Q4: 8,527 shares; 2026Q1: 8,529 shares; 2026Q2: 8,530 shares 8,530 $691K 0.03% +1 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,487 shares; 2024Q4: 158,547 shares; 2025Q1: 172,665 shares; 2025Q2: 168,164 shares; 2025Q3: 151,645 shares; 2025Q4: 149,262 shares; 2026Q1: 144,329 shares; 2026Q2: 144,150 shares 144,150 $683K 0.03% -179 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,407 shares; 2025Q3: 6,407 shares; 2025Q4: 6,407 shares; 2026Q1: 6,407 shares; 2026Q2: 6,407 shares 6,407 $681K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,765 shares; 2024Q4: 4,930 shares; 2025Q1: 4,829 shares; 2025Q2: 5,107 shares; 2025Q3: 5,429 shares; 2025Q4: 5,358 shares; 2026Q1: 5,953 shares; 2026Q2: 6,151 shares 6,151 $680K 0.03% +198 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,949 shares; 2024Q4: 9,837 shares; 2025Q1: 9,415 shares; 2025Q2: 9,186 shares; 2025Q3: 9,210 shares; 2025Q4: 9,223 shares; 2026Q1: 9,237 shares; 2026Q2: 9,256 shares 9,256 $678K 0.03% +19 Timeline GDX 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: 9,745 shares; 2024Q4: 8,918 shares; 2025Q1: 9,051 shares; 2025Q2: 8,491 shares; 2025Q3: 12,393 shares; 2025Q4: 9,948 shares; 2026Q1: 9,846 shares; 2026Q2: 8,961 shares 8,961 $676K 0.03% -885 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,049 shares; 2024Q4: 11,701 shares; 2025Q1: 10,576 shares; 2025Q2: 9,991 shares; 2025Q3: 10,296 shares; 2025Q4: 10,249 shares; 2026Q1: 11,235 shares; 2026Q2: 11,181 shares 11,181 $675K 0.03% -54 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: 9,000 shares; 2025Q3: 24,900 shares; 2025Q4: 24,900 shares; 2026Q1: 24,900 shares; 2026Q2: 24,400 shares 24,400 $675K 0.03% -500 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,808 shares; 2024Q4: 3,892 shares; 2025Q1: 3,843 shares; 2025Q2: 3,915 shares; 2025Q3: 3,757 shares; 2025Q4: 3,710 shares; 2026Q1: 3,311 shares; 2026Q2: 3,222 shares 3,222 $672K 0.03% -89 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,326 shares; 2024Q4: 7,511 shares; 2025Q1: 7,360 shares; 2025Q2: 7,389 shares; 2025Q3: 7,389 shares; 2025Q4: 7,097 shares; 2026Q1: 7,097 shares; 2026Q2: 7,657 shares 7,657 $672K 0.03% +560 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY 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: 19,548 shares 19,548 $668K 0.03% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,657 shares; 2024Q4: 1,689 shares; 2025Q1: 1,711 shares; 2025Q2: 1,516 shares; 2025Q3: 1,537 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares; 2026Q2: 1,677 shares 1,677 $666K 0.03% +52 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,099 shares; 2024Q4: 6,005 shares; 2025Q1: 5,299 shares; 2025Q2: 4,891 shares; 2025Q3: 4,852 shares; 2025Q4: 5,036 shares; 2026Q1: 5,084 shares; 2026Q2: 5,085 shares 5,085 $664K 0.03% +1 Timeline XMLV 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: 10,301 shares; 2024Q4: 10,307 shares; 2025Q1: 10,607 shares; 2025Q2: 10,613 shares; 2025Q3: 10,620 shares; 2025Q4: 10,626 shares; 2026Q1: 10,673 shares; 2026Q2: 10,005 shares 10,005 $664K 0.03% -668 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: 2,168 shares; 2025Q1: 3,398 shares; 2025Q2: 4,037 shares; 2025Q3: 4,248 shares; 2025Q4: 4,375 shares; 2026Q1: 4,386 shares; 2026Q2: 4,425 shares 4,425 $657K 0.03% +39 Timeline GDXJ 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: 12,653 shares; 2024Q4: 12,663 shares; 2025Q1: 11,563 shares; 2025Q2: 10,278 shares; 2025Q3: 10,263 shares; 2025Q4: 10,273 shares; 2026Q1: 8,629 shares; 2026Q2: 6,679 shares 6,679 $656K 0.03% -1,950 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,412 shares; 2025Q1: 6,539 shares; 2025Q2: 9,436 shares; 2025Q3: 9,449 shares; 2025Q4: 8,072 shares; 2026Q1: 8,089 shares; 2026Q2: 10,104 shares 10,104 $655K 0.03% +2,015 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: 4,294 shares; 2024Q4: not reported; 2025Q1: 3,815 shares; 2025Q2: 5,609 shares; 2025Q3: 1,630 shares; 2025Q4: 1,609 shares; 2026Q1: not reported; 2026Q2: 5,676 shares 5,676 $648K 0.03% new Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,201 shares; 2025Q1: 5,678 shares; 2025Q2: 6,229 shares; 2025Q3: 6,230 shares; 2025Q4: 5,931 shares; 2026Q1: 5,807 shares; 2026Q2: 5,757 shares 5,757 $647K 0.03% -50 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,868 shares 15,868 $645K 0.03% new Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,133 shares; 2025Q2: 31,559 shares; 2025Q3: 27,809 shares; 2025Q4: 27,377 shares; 2026Q1: 26,190 shares; 2026Q2: 26,197 shares 26,197 $636K 0.03% +7 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,872 shares; 2024Q4: 2,327 shares; 2025Q1: 1,852 shares; 2025Q2: 2,128 shares; 2025Q3: 1,630 shares; 2025Q4: not reported; 2026Q1: 6,932 shares; 2026Q2: 6,654 shares 6,654 $635K 0.03% -278 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,889 shares; 2024Q4: 42,471 shares; 2025Q1: 42,471 shares; 2025Q2: 10,455 shares; 2025Q3: 10,455 shares; 2025Q4: 10,610 shares; 2026Q1: 10,661 shares; 2026Q2: 10,875 shares 10,875 $632K 0.03% +214 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,409 shares; 2025Q1: 2,364 shares; 2025Q2: 2,372 shares; 2025Q3: 2,459 shares; 2025Q4: 2,737 shares; 2026Q1: 2,489 shares; 2026Q2: 2,248 shares 2,248 $629K 0.03% -241 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: 3,475 shares; 2024Q4: 3,357 shares; 2025Q1: 3,671 shares; 2025Q2: 3,894 shares; 2025Q3: 3,774 shares; 2025Q4: 3,768 shares; 2026Q1: 3,175 shares; 2026Q2: 2,866 shares 2,866 $626K 0.03% -309 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,990 shares; 2025Q4: 2,992 shares; 2026Q1: 3,024 shares; 2026Q2: 6,650 shares 6,650 $623K 0.03% +3,626 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,187 shares; 2025Q1: 39,252 shares; 2025Q2: 41,047 shares; 2025Q3: 39,962 shares; 2025Q4: 39,522 shares; 2026Q1: 37,992 shares; 2026Q2: 36,232 shares 36,232 $622K 0.03% -1,760 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,066 shares; 2024Q4: 6,145 shares; 2025Q1: 5,752 shares; 2025Q2: 5,523 shares; 2025Q3: 5,544 shares; 2025Q4: 5,455 shares; 2026Q1: 4,444 shares; 2026Q2: 4,795 shares 4,795 $622K 0.03% +351 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,598 shares; 2024Q4: 4,474 shares; 2025Q1: 4,241 shares; 2025Q2: 4,597 shares; 2025Q3: 4,514 shares; 2025Q4: 4,860 shares; 2026Q1: 4,307 shares; 2026Q2: 4,723 shares 4,723 $621K 0.03% +416 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: 11,388 shares; 2024Q4: 11,397 shares; 2025Q1: 11,398 shares; 2025Q2: 11,402 shares; 2025Q3: 11,406 shares; 2025Q4: 11,410 shares; 2026Q1: 11,413 shares; 2026Q2: 11,083 shares 11,083 $618K 0.03% -330 Timeline MCHPP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,130 shares; 2025Q3: 11,695 shares; 2025Q4: 11,495 shares; 2026Q1: 10,970 shares; 2026Q2: 8,045 shares 8,045 $617K 0.03% -2,925 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,276 shares; 2024Q4: 21,291 shares; 2025Q1: 24,995 shares; 2025Q2: 26,523 shares; 2025Q3: 24,218 shares; 2025Q4: 23,460 shares; 2026Q1: 11,511 shares; 2026Q2: 14,697 shares 14,697 $607K 0.03% +3,186 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,037 shares; 2024Q4: 15,873 shares; 2025Q1: 15,891 shares; 2025Q2: 15,901 shares; 2025Q3: 15,921 shares; 2025Q4: 15,951 shares; 2026Q1: 15,951 shares; 2026Q2: 15,964 shares 15,964 $605K 0.03% +13 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,395 shares; 2024Q4: 7,816 shares; 2025Q1: 8,105 shares; 2025Q2: 9,246 shares; 2025Q3: 8,263 shares; 2025Q4: 8,269 shares; 2026Q1: 7,269 shares; 2026Q2: 7,269 shares 7,269 $601K 0.03% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,862 shares; 2024Q4: 2,447 shares; 2025Q1: 2,448 shares; 2025Q2: 2,449 shares; 2025Q3: 2,451 shares; 2025Q4: 2,427 shares; 2026Q1: 2,428 shares; 2026Q2: 2,429 shares 2,429 $598K 0.03% +1 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,773 shares; 2025Q2: 13,861 shares; 2025Q3: 15,373 shares; 2025Q4: 15,823 shares; 2026Q1: 15,881 shares; 2026Q2: 8,760 shares 8,760 $597K 0.03% -7,121 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,069 shares; 2024Q4: 4,069 shares; 2025Q1: 4,063 shares; 2025Q2: 4,863 shares; 2025Q3: 4,863 shares; 2025Q4: 4,663 shares; 2026Q1: 4,663 shares; 2026Q2: 5,661 shares 5,661 $594K 0.03% +998 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,223 shares; 2024Q4: 16,187 shares; 2025Q1: 16,237 shares; 2025Q2: 15,627 shares; 2025Q3: 15,481 shares; 2025Q4: 15,421 shares; 2026Q1: 15,011 shares; 2026Q2: 15,011 shares 15,011 $593K 0.03% 0 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: 12,158 shares; 2024Q4: 12,158 shares; 2025Q1: 12,158 shares; 2025Q2: 12,158 shares; 2025Q3: 12,158 shares; 2025Q4: 12,158 shares; 2026Q1: 12,158 shares; 2026Q2: 12,174 shares 12,174 $586K 0.03% +16 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: 2,786 shares; 2024Q4: 2,797 shares; 2025Q1: 3,009 shares; 2025Q2: 2,986 shares; 2025Q3: 3,057 shares; 2025Q4: 3,173 shares; 2026Q1: 3,194 shares; 2026Q2: 3,440 shares 3,440 $583K 0.03% +246 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,456 shares; 2024Q4: 16,561 shares; 2025Q1: 17,589 shares; 2025Q2: 16,960 shares; 2025Q3: 10,769 shares; 2025Q4: 18,801 shares; 2026Q1: 7,274 shares; 2026Q2: 7,637 shares 7,637 $583K 0.03% +363 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: 12,059 shares; 2024Q4: 8,891 shares; 2025Q1: 8,527 shares; 2025Q2: 7,728 shares; 2025Q3: 4,517 shares; 2025Q4: 8,837 shares; 2026Q1: 9,696 shares; 2026Q2: 10,889 shares 10,889 $578K 0.03% +1,193 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,052 shares; 2024Q4: 8,818 shares; 2025Q1: 8,345 shares; 2025Q2: 8,925 shares; 2025Q3: 9,311 shares; 2025Q4: 8,868 shares; 2026Q1: 9,024 shares; 2026Q2: 8,900 shares 8,900 $570K 0.03% -124 Timeline VDIG VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME 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: 3,925 shares; 2026Q2: 9,095 shares 9,095 $568K 0.03% +5,170 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,968 shares; 2024Q4: 5,959 shares; 2025Q1: 6,082 shares; 2025Q2: 6,055 shares; 2025Q3: 6,280 shares; 2025Q4: 7,779 shares; 2026Q1: 7,077 shares; 2026Q2: 6,384 shares 6,384 $567K 0.03% -693 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,704 shares; 2024Q4: 4,413 shares; 2025Q1: 4,610 shares; 2025Q2: 5,334 shares; 2025Q3: 4,969 shares; 2025Q4: 4,970 shares; 2026Q1: 5,527 shares; 2026Q2: 4,828 shares 4,828 $566K 0.03% -699 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: 13,604 shares; 2025Q2: 13,511 shares; 2025Q3: 12,542 shares; 2025Q4: 14,841 shares; 2026Q1: 12,692 shares; 2026Q2: 11,211 shares 11,211 $566K 0.03% -1,481 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: 2,285 shares; 2024Q4: 2,591 shares; 2025Q1: 2,429 shares; 2025Q2: 2,338 shares; 2025Q3: 2,323 shares; 2025Q4: 2,362 shares; 2026Q1: 2,385 shares; 2026Q2: 2,276 shares 2,276 $565K 0.03% -109 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,897 shares; 2024Q4: 4,897 shares; 2025Q1: 4,898 shares; 2025Q2: 4,871 shares; 2025Q3: 4,860 shares; 2025Q4: 4,745 shares; 2026Q1: 4,745 shares; 2026Q2: 4,745 shares 4,745 $565K 0.03% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: 2,287 shares; 2025Q1: 2,446 shares; 2025Q2: 2,632 shares; 2025Q3: 2,911 shares; 2025Q4: 2,470 shares; 2026Q1: 2,722 shares; 2026Q2: 2,653 shares 2,653 $562K 0.03% -69 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,339 shares; 2024Q4: 4,793 shares; 2025Q1: 5,952 shares; 2025Q2: 5,042 shares; 2025Q3: 7,278 shares; 2025Q4: 7,282 shares; 2026Q1: 7,309 shares; 2026Q2: 7,287 shares 7,287 $562K 0.03% -22 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,046 shares; 2025Q4: 6,686 shares; 2026Q1: 7,324 shares; 2026Q2: 7,521 shares 7,521 $560K 0.03% +197 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,149 shares; 2024Q4: 6,167 shares; 2025Q1: 5,887 shares; 2025Q2: 5,957 shares; 2025Q3: 4,622 shares; 2025Q4: 4,162 shares; 2026Q1: 4,512 shares; 2026Q2: 4,092 shares 4,092 $559K 0.03% -420 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,025 shares; 2025Q3: 14,377 shares; 2025Q4: 14,164 shares; 2026Q1: 23,894 shares; 2026Q2: 24,871 shares 24,871 $556K 0.03% +977 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,822 shares; 2024Q4: 10,817 shares; 2025Q1: 10,817 shares; 2025Q2: 10,817 shares; 2025Q3: 10,817 shares; 2025Q4: 10,817 shares; 2026Q1: 9,807 shares; 2026Q2: 9,807 shares 9,807 $552K 0.03% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973 shares; 2024Q4: 970 shares; 2025Q1: 937 shares; 2025Q2: 920 shares; 2025Q3: 892 shares; 2025Q4: 920 shares; 2026Q1: 959 shares; 2026Q2: 1,084 shares 1,084 $552K 0.03% +125 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,950 shares; 2026Q2: 10,980 shares 10,980 $550K 0.03% -970 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 23,763 shares; 2026Q1: 22,763 shares; 2026Q2: 22,407 shares 22,407 $549K 0.03% -356 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: 625 shares; 2024Q4: 627 shares; 2025Q1: 534 shares; 2025Q2: 522 shares; 2025Q3: 584 shares; 2025Q4: 564 shares; 2026Q1: 586 shares; 2026Q2: 482 shares 482 $546K 0.03% -104 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: 17,370 shares; 2024Q4: 16,968 shares; 2025Q1: 16,866 shares; 2025Q2: 16,574 shares; 2025Q3: 16,573 shares; 2025Q4: 16,532 shares; 2026Q1: 16,147 shares; 2026Q2: 16,075 shares 16,075 $545K 0.03% -72 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: 1,635 shares; 2024Q4: 1,662 shares; 2025Q1: 1,629 shares; 2025Q2: 1,614 shares; 2025Q3: 1,530 shares; 2025Q4: 1,716 shares; 2026Q1: 1,612 shares; 2026Q2: 1,861 shares 1,861 $541K 0.03% +249 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 1,888 shares; 2025Q1: 2,275 shares; 2025Q2: 2,462 shares; 2025Q3: 2,782 shares; 2025Q4: 3,075 shares; 2026Q1: 2,474 shares; 2026Q2: 2,633 shares 2,633 $541K 0.03% +159 Timeline VEMY VIRTUS ETF TR II More: the full row for VIRTUS 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: 12,088 shares; 2026Q2: 18,730 shares 18,730 $540K 0.03% +6,642 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,216 shares; 2026Q1: 6,860 shares; 2026Q2: 6,255 shares 6,255 $540K 0.03% -605 Timeline PFFD 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: 39,671 shares; 2024Q4: 39,671 shares; 2025Q1: 39,671 shares; 2025Q2: 39,671 shares; 2025Q3: 39,571 shares; 2025Q4: 28,850 shares; 2026Q1: 28,819 shares; 2026Q2: 28,819 shares 28,819 $539K 0.03% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,953 shares; 2024Q4: 6,953 shares; 2025Q1: 6,965 shares; 2025Q2: 8,231 shares; 2025Q3: 8,819 shares; 2025Q4: 8,819 shares; 2026Q1: 8,820 shares; 2026Q2: 8,192 shares 8,192 $537K 0.03% -628 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: 454 shares; 2026Q2: 236 shares 236 $537K 0.03% -218 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: 1,724 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,043 shares; 2025Q4: 2,607 shares; 2026Q1: 2,049 shares; 2026Q2: 2,098 shares 2,098 $536K 0.03% +49 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,687 shares; 2024Q4: 6,452 shares; 2025Q1: 6,041 shares; 2025Q2: 6,510 shares; 2025Q3: 6,399 shares; 2025Q4: 6,310 shares; 2026Q1: 6,022 shares; 2026Q2: 6,582 shares 6,582 $534K 0.03% +560 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,698 shares; 2024Q4: 1,762 shares; 2025Q1: 1,841 shares; 2025Q2: 1,586 shares; 2025Q3: 1,668 shares; 2025Q4: 1,914 shares; 2026Q1: 1,832 shares; 2026Q2: 1,977 shares 1,977 $533K 0.03% +145 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: 10,882 shares; 2024Q4: 10,152 shares; 2025Q1: 10,152 shares; 2025Q2: 10,152 shares; 2025Q3: 10,152 shares; 2025Q4: 10,152 shares; 2026Q1: 10,152 shares; 2026Q2: 10,152 shares 10,152 $532K 0.03% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,935 shares; 2024Q4: 13,396 shares; 2025Q1: 10,762 shares; 2025Q2: 11,382 shares; 2025Q3: 13,690 shares; 2025Q4: 14,480 shares; 2026Q1: 13,749 shares; 2026Q2: 11,754 shares 11,754 $530K 0.03% -1,995 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: 60,699 shares; 2025Q3: 61,034 shares; 2025Q4: 61,034 shares; 2026Q1: 61,034 shares; 2026Q2: 61,251 shares 61,251 $520K 0.03% +217 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,227 shares; 2024Q4: 2,355 shares; 2025Q1: 1,862 shares; 2025Q2: 1,706 shares; 2025Q3: 1,980 shares; 2025Q4: 1,935 shares; 2026Q1: 1,797 shares; 2026Q2: 1,921 shares 1,921 $520K 0.03% +124 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,879 shares; 2024Q4: 4,879 shares; 2025Q1: 4,879 shares; 2025Q2: 4,879 shares; 2025Q3: 4,879 shares; 2025Q4: 4,879 shares; 2026Q1: 4,879 shares; 2026Q2: 4,879 shares 4,879 $519K 0.03% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,754 shares; 2024Q4: 2,038 shares; 2025Q1: 1,934 shares; 2025Q2: 1,318 shares; 2025Q3: 1,532 shares; 2025Q4: 1,498 shares; 2026Q1: not reported; 2026Q2: 3,680 shares 3,680 $519K 0.03% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,218 shares; 2024Q4: 3,676 shares; 2025Q1: not reported; 2025Q2: 4,091 shares; 2025Q3: 4,373 shares; 2025Q4: 6,884 shares; 2026Q1: 5,490 shares; 2026Q2: 5,532 shares 5,532 $518K 0.03% +42 Timeline SPHD 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: 8,684 shares; 2024Q4: 7,822 shares; 2025Q1: 8,137 shares; 2025Q2: 9,370 shares; 2025Q3: 9,383 shares; 2025Q4: 9,601 shares; 2026Q1: 9,850 shares; 2026Q2: 10,072 shares 10,072 $512K 0.03% +222 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,174 shares; 2024Q4: 12,459 shares; 2025Q1: 11,979 shares; 2025Q2: 12,029 shares; 2025Q3: 11,319 shares; 2025Q4: 11,319 shares; 2026Q1: 11,319 shares; 2026Q2: 11,223 shares 11,223 $511K 0.03% -96 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: 5,673 shares; 2024Q4: 6,143 shares; 2025Q1: 6,112 shares; 2025Q2: 7,149 shares; 2025Q3: 7,246 shares; 2025Q4: 7,345 shares; 2026Q1: 7,117 shares; 2026Q2: 6,641 shares 6,641 $508K 0.03% -476 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: 904 shares; 2024Q4: 793 shares; 2025Q1: 690 shares; 2025Q2: 666 shares; 2025Q3: 766 shares; 2025Q4: 783 shares; 2026Q1: 717 shares; 2026Q2: 663 shares 663 $506K 0.03% -54 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: 12,157 shares; 2024Q4: 13,490 shares; 2025Q1: 13,029 shares; 2025Q2: 11,895 shares; 2025Q3: 12,861 shares; 2025Q4: 12,019 shares; 2026Q1: 11,159 shares; 2026Q2: 10,804 shares 10,804 $502K 0.03% -355 Timeline FMAT 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: 6,136 shares; 2024Q4: 6,136 shares; 2025Q1: 6,921 shares; 2025Q2: 6,136 shares; 2025Q3: 6,136 shares; 2025Q4: 6,136 shares; 2026Q1: 8,608 shares; 2026Q2: 8,571 shares 8,571 $501K 0.02% -37 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,057 shares; 2026Q1: 9,187 shares; 2026Q2: 7,617 shares 7,617 $489K 0.02% -1,570 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,514 shares; 2024Q4: 21,587 shares; 2025Q1: 12,309 shares; 2025Q2: 18,838 shares; 2025Q3: 14,237 shares; 2025Q4: 10,383 shares; 2026Q1: 9,682 shares; 2026Q2: 9,682 shares 9,682 $487K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,567 shares 3,567 $484K 0.02% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,748 shares; 2024Q4: 4,779 shares; 2025Q1: 4,834 shares; 2025Q2: 4,908 shares; 2025Q3: 5,093 shares; 2025Q4: 5,218 shares; 2026Q1: 4,700 shares; 2026Q2: 4,992 shares 4,992 $484K 0.02% +292 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: 20,100 shares; 2024Q4: 14,430 shares; 2025Q1: 13,481 shares; 2025Q2: 12,992 shares; 2025Q3: 13,479 shares; 2025Q4: 13,994 shares; 2026Q1: 6,808 shares; 2026Q2: 6,504 shares 6,504 $484K 0.02% -304 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: 1,710 shares; 2025Q1: 1,795 shares; 2025Q2: 1,771 shares; 2025Q3: 1,763 shares; 2025Q4: 1,429 shares; 2026Q1: 1,779 shares; 2026Q2: 1,763 shares 1,763 $482K 0.02% -16 Timeline VCRM 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: 6,430 shares; 2025Q3: 3,970 shares; 2025Q4: 4,035 shares; 2026Q1: 4,035 shares; 2026Q2: 6,305 shares 6,305 $482K 0.02% +2,270 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,426 shares; 2024Q4: 6,427 shares; 2025Q1: 6,364 shares; 2025Q2: 6,365 shares; 2025Q3: 6,365 shares; 2025Q4: 6,366 shares; 2026Q1: 6,366 shares; 2026Q2: 6,367 shares 6,367 $482K 0.02% +1 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277 shares; 2024Q4: 1,181 shares; 2025Q1: 1,170 shares; 2025Q2: 1,358 shares; 2025Q3: 1,219 shares; 2025Q4: 1,418 shares; 2026Q1: 1,282 shares; 2026Q2: 1,429 shares 1,429 $474K 0.02% +147 Timeline BOTZ 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: 10,111 shares; 2024Q4: 10,111 shares; 2025Q1: 10,111 shares; 2025Q2: 12,157 shares; 2025Q3: 12,389 shares; 2025Q4: 12,405 shares; 2026Q1: 12,409 shares; 2026Q2: 12,472 shares 12,472 $473K 0.02% +63 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,494 shares; 2024Q4: 3,551 shares; 2025Q1: 3,803 shares; 2025Q2: 6,261 shares; 2025Q3: 6,466 shares; 2025Q4: 6,742 shares; 2026Q1: 6,538 shares; 2026Q2: 5,889 shares 5,889 $473K 0.02% -649 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: 1,845 shares; 2025Q1: 2,716 shares; 2025Q2: 2,716 shares; 2025Q3: 2,756 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares; 2026Q2: 2,893 shares 2,893 $473K 0.02% +136 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,021 shares; 2024Q4: 3,021 shares; 2025Q1: 2,955 shares; 2025Q2: 3,740 shares; 2025Q3: 3,748 shares; 2025Q4: 3,760 shares; 2026Q1: 6,037 shares; 2026Q2: 6,436 shares 6,436 $472K 0.02% +399 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: not reported; 2026Q1: 6,485 shares; 2026Q2: 8,935 shares 8,935 $471K 0.02% +2,450 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: 2,487 shares; 2025Q1: 2,763 shares; 2025Q2: 2,894 shares; 2025Q3: not reported; 2025Q4: 2,836 shares; 2026Q1: 3,888 shares; 2026Q2: 3,058 shares 3,058 $470K 0.02% -830 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,760 shares; 2024Q4: 28,089 shares; 2025Q1: 28,767 shares; 2025Q2: 29,315 shares; 2025Q3: 29,851 shares; 2025Q4: 30,381 shares; 2026Q1: 30,933 shares; 2026Q2: 31,476 shares 31,476 $468K 0.02% +543 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,739 shares; 2025Q2: 10,334 shares; 2025Q3: 10,935 shares; 2025Q4: 7,125 shares; 2026Q1: 10,759 shares; 2026Q2: 9,393 shares 9,393 $468K 0.02% -1,366 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 4,200 shares; 2025Q3: 4,225 shares; 2025Q4: 4,864 shares; 2026Q1: 4,225 shares; 2026Q2: 21,125 shares 21,125 $466K 0.02% +16,900 Timeline