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: 159,736 shares; 2024Q4: 165,245 shares; 2025Q1: 167,345 shares; 2025Q2: 174,226 shares; 2025Q3: 179,714 shares; 2025Q4: 192,796 shares; 2026Q1: 365,669 shares; 2026Q2: 1,282,340 shares 1,282,340 $110M 3.73% +916,671 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: 289,985 shares; 2024Q4: 320,022 shares; 2025Q1: 311,989 shares; 2025Q2: 325,725 shares; 2025Q3: 329,165 shares; 2025Q4: 351,076 shares; 2026Q1: 638,267 shares; 2026Q2: 376,246 shares 376,246 $82M 2.77% -262,021 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: 1,131,884 shares; 2024Q4: 1,203,522 shares; 2025Q1: 1,184,828 shares; 2025Q2: 1,104,693 shares; 2025Q3: 1,072,409 shares; 2025Q4: 1,049,797 shares; 2026Q1: 1,960,679 shares; 2026Q2: 1,010,101 shares 1,010,101 $72M 2.43% -950,578 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 853,203 shares; 2025Q3: 1,034,703 shares; 2025Q4: 1,347,271 shares; 2026Q1: 2,399,648 shares; 2026Q2: 1,509,765 shares 1,509,765 $58.9M 1.99% -889,883 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,947 shares; 2024Q4: 213,909 shares; 2025Q1: 201,896 shares; 2025Q2: 177,873 shares; 2025Q3: 181,625 shares; 2025Q4: 183,044 shares; 2026Q1: 254,789 shares; 2026Q2: 191,650 shares 191,650 $55.5M 1.87% -63,139 Timeline PRXV PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,041,021 shares; 2025Q3: 1,236,155 shares; 2025Q4: 1,375,888 shares; 2026Q1: 2,362,628 shares; 2026Q2: 1,440,018 shares 1,440,018 $50.2M 1.69% -922,610 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: 658,428 shares; 2024Q4: 687,728 shares; 2025Q1: 713,233 shares; 2025Q2: 732,123 shares; 2025Q3: 729,330 shares; 2025Q4: 723,987 shares; 2026Q1: 666,445 shares; 2026Q2: 655,374 shares 655,374 $49.5M 1.67% -11,071 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: 165,700 shares; 2024Q4: 175,635 shares; 2025Q1: 202,002 shares; 2025Q2: 232,778 shares; 2025Q3: 237,372 shares; 2025Q4: 240,285 shares; 2026Q1: 273,540 shares; 2026Q2: 242,540 shares 242,540 $48.5M 1.64% -31,000 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: 49,408 shares; 2024Q4: 49,386 shares; 2025Q1: 52,967 shares; 2025Q2: 54,787 shares; 2025Q3: 54,749 shares; 2025Q4: 57,175 shares; 2026Q1: 56,093 shares; 2026Q2: 51,878 shares 51,878 $37.5M 1.27% -4,215 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: 108,581 shares; 2024Q4: 107,243 shares; 2025Q1: 106,192 shares; 2025Q2: 100,834 shares; 2025Q3: 104,019 shares; 2025Q4: 106,643 shares; 2026Q1: 121,438 shares; 2026Q2: 103,812 shares 103,812 $37.1M 1.25% -17,626 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,489 shares; 2024Q4: 314,030 shares; 2025Q1: 290,250 shares; 2025Q2: 296,672 shares; 2025Q3: 363,192 shares; 2025Q4: 557,665 shares; 2026Q1: 479,367 shares; 2026Q2: 382,859 shares 382,859 $35.1M 1.18% -96,508 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: 73,284 shares; 2024Q4: 73,571 shares; 2025Q1: 77,530 shares; 2025Q2: 78,333 shares; 2025Q3: 77,516 shares; 2025Q4: 81,124 shares; 2026Q1: 86,484 shares; 2026Q2: 81,299 shares 81,299 $34.2M 1.15% -5,185 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: 67,180 shares; 2024Q4: 69,511 shares; 2025Q1: 72,433 shares; 2025Q2: 86,795 shares; 2025Q3: 94,785 shares; 2025Q4: 95,759 shares; 2026Q1: 121,578 shares; 2026Q2: 90,866 shares 90,866 $33.6M 1.13% -30,712 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: 100,878 shares; 2024Q4: 105,462 shares; 2025Q1: 121,158 shares; 2025Q2: 116,685 shares; 2025Q3: 119,367 shares; 2025Q4: 138,496 shares; 2026Q1: 162,143 shares; 2026Q2: 140,524 shares 140,524 $33.5M 1.13% -21,619 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: 80,459 shares; 2024Q4: 84,316 shares; 2025Q1: 87,202 shares; 2025Q2: 94,345 shares; 2025Q3: 93,221 shares; 2025Q4: 93,097 shares; 2026Q1: 102,979 shares; 2026Q2: 87,009 shares 87,009 $32.9M 1.11% -15,970 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,522 shares; 2024Q4: 260,683 shares; 2025Q1: 437,187 shares; 2025Q2: 403,836 shares; 2025Q3: 489,331 shares; 2025Q4: 497,102 shares; 2026Q1: 518,469 shares; 2026Q2: 510,235 shares 510,235 $31.7M 1.07% -8,234 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: 43,220 shares; 2024Q4: 56,540 shares; 2025Q1: 50,011 shares; 2025Q2: 48,592 shares; 2025Q3: 48,384 shares; 2025Q4: 47,525 shares; 2026Q1: 48,650 shares; 2026Q2: 45,760 shares 45,760 $31.4M 1.06% -2,890 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433 shares; 2024Q4: 417 shares; 2025Q1: 735 shares; 2025Q2: 738 shares; 2025Q3: 200,767 shares; 2025Q4: 268,028 shares; 2026Q1: 260,401 shares; 2026Q2: 254,392 shares 254,392 $30.1M 1.02% -6,009 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: 54,278 shares; 2024Q4: 58,639 shares; 2025Q1: 61,855 shares; 2025Q2: 64,821 shares; 2025Q3: 66,661 shares; 2025Q4: 69,203 shares; 2026Q1: 95,488 shares; 2026Q2: 80,326 shares 80,326 $30M 1.01% -15,162 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: 124,688 shares; 2024Q4: 114,159 shares; 2025Q1: 116,244 shares; 2025Q2: 107,971 shares; 2025Q3: 118,664 shares; 2025Q4: 125,345 shares; 2026Q1: 126,760 shares; 2026Q2: 123,689 shares 123,689 $29.3M 0.99% -3,071 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: 215,846 shares; 2024Q4: 279,260 shares; 2025Q1: 337,421 shares; 2025Q2: 332,107 shares; 2025Q3: 354,912 shares; 2025Q4: 347,340 shares; 2026Q1: 564,718 shares; 2026Q2: 369,592 shares 369,592 $28.8M 0.97% -195,126 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: 522 shares; 2024Q4: 7,456 shares; 2025Q1: 12,241 shares; 2025Q2: 11,674 shares; 2025Q3: 16,060 shares; 2025Q4: 14,992 shares; 2026Q1: 15,058 shares; 2026Q2: 14,139 shares 14,139 $28.1M 0.95% -919 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: 462,020 shares; 2024Q4: 499,693 shares; 2025Q1: 563,146 shares; 2025Q2: 696,150 shares; 2025Q3: 733,602 shares; 2025Q4: 690,258 shares; 2026Q1: 689,740 shares; 2026Q2: 580,195 shares 580,195 $25.7M 0.87% -109,545 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: 451,210 shares; 2024Q4: 471,321 shares; 2025Q1: 466,495 shares; 2025Q2: 431,929 shares; 2025Q3: 424,354 shares; 2025Q4: 424,542 shares; 2026Q1: 780,631 shares; 2026Q2: 414,758 shares 414,758 $24.8M 0.84% -365,873 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: 315,694 shares; 2024Q4: 329,479 shares; 2025Q1: 362,016 shares; 2025Q2: 383,065 shares; 2025Q3: 395,574 shares; 2025Q4: 429,503 shares; 2026Q1: 452,375 shares; 2026Q2: 458,888 shares 458,888 $23.4M 0.79% +6,513 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: 24,938 shares; 2024Q4: 236,509 shares; 2025Q1: 322,146 shares; 2025Q2: 382,889 shares; 2025Q3: 430,337 shares; 2025Q4: 465,364 shares; 2026Q1: 495,894 shares; 2026Q2: 521,110 shares 521,110 $23.2M 0.78% +25,216 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: 11,441 shares; 2024Q4: 15,576 shares; 2025Q1: 27,023 shares; 2025Q2: 22,236 shares; 2025Q3: 20,475 shares; 2025Q4: 27,086 shares; 2026Q1: 30,081 shares; 2026Q2: 30,403 shares 30,403 $22.7M 0.77% +322 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: 20,361 shares; 2024Q4: 23,397 shares; 2025Q1: 26,675 shares; 2025Q2: 28,286 shares; 2025Q3: 32,859 shares; 2025Q4: 31,949 shares; 2026Q1: 32,099 shares; 2026Q2: 28,276 shares 28,276 $21.2M 0.71% -3,823 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,495 shares; 2024Q4: 322,434 shares; 2025Q1: 405,631 shares; 2025Q2: 424,878 shares; 2025Q3: 444,303 shares; 2025Q4: 621,845 shares; 2026Q1: 692,902 shares; 2026Q2: 949,401 shares 949,401 $21.2M 0.71% +256,499 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: 5,207 shares; 2024Q4: 277,499 shares; 2025Q1: 402,935 shares; 2025Q2: 476,785 shares; 2025Q3: 511,251 shares; 2025Q4: 541,588 shares; 2026Q1: 552,499 shares; 2026Q2: 611,144 shares 611,144 $21.2M 0.71% +58,645 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: 179,671 shares; 2024Q4: 184,254 shares; 2025Q1: 200,510 shares; 2025Q2: 238,943 shares; 2025Q3: 254,232 shares; 2025Q4: 272,573 shares; 2026Q1: 282,858 shares; 2026Q2: 275,263 shares 275,263 $20.9M 0.7% -7,595 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,571 shares; 2024Q4: 65,546 shares; 2025Q1: 71,945 shares; 2025Q2: 78,802 shares; 2025Q3: 155,587 shares; 2025Q4: 186,126 shares; 2026Q1: 277,376 shares; 2026Q2: 231,308 shares 231,308 $20.6M 0.7% -46,068 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: 135,355 shares; 2024Q4: 138,124 shares; 2025Q1: 143,687 shares; 2025Q2: 154,058 shares; 2025Q3: 155,279 shares; 2025Q4: 156,019 shares; 2026Q1: 158,033 shares; 2026Q2: 156,391 shares 156,391 $20M 0.67% -1,642 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342,881 shares; 2024Q4: 362,740 shares; 2025Q1: 369,124 shares; 2025Q2: 373,805 shares; 2025Q3: 376,164 shares; 2025Q4: 392,419 shares; 2026Q1: 760,455 shares; 2026Q2: 411,825 shares 411,825 $19.9M 0.67% -348,630 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: 7,954 shares; 2024Q4: 9,321 shares; 2025Q1: 8,549 shares; 2025Q2: 26,364 shares; 2025Q3: 25,593 shares; 2025Q4: 26,875 shares; 2026Q1: 27,109 shares; 2026Q2: 26,836 shares 26,836 $19.8M 0.67% -273 Timeline BSVO 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: 564,255 shares; 2024Q4: 577,643 shares; 2025Q1: 599,119 shares; 2025Q2: 609,278 shares; 2025Q3: 617,070 shares; 2025Q4: 622,811 shares; 2026Q1: 647,398 shares; 2026Q2: 674,171 shares 674,171 $19.7M 0.66% +26,773 Timeline VSLU 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: 69,910 shares; 2024Q4: 86,583 shares; 2025Q1: 111,168 shares; 2025Q2: 103,674 shares; 2025Q3: 256,620 shares; 2025Q4: 316,246 shares; 2026Q1: 500,722 shares; 2026Q2: 425,032 shares 425,032 $19.7M 0.66% -75,690 Timeline DFIC 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: 137,076 shares; 2024Q4: 184,356 shares; 2025Q1: 345,956 shares; 2025Q2: 389,663 shares; 2025Q3: 435,390 shares; 2025Q4: 478,570 shares; 2026Q1: 526,521 shares; 2026Q2: 524,928 shares 524,928 $19.6M 0.66% -1,593 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: 54,989 shares; 2024Q4: 56,581 shares; 2025Q1: 48,189 shares; 2025Q2: 49,411 shares; 2025Q3: 49,683 shares; 2025Q4: 50,651 shares; 2026Q1: 73,566 shares; 2026Q2: 51,190 shares 51,190 $18.1M 0.61% -22,376 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: 155,346 shares; 2024Q4: 164,758 shares; 2025Q1: 207,756 shares; 2025Q2: 247,893 shares; 2025Q3: 271,962 shares; 2025Q4: 299,777 shares; 2026Q1: 321,269 shares; 2026Q2: 381,423 shares 381,423 $18M 0.61% +60,154 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: 57,210 shares; 2024Q4: 57,463 shares; 2025Q1: 56,198 shares; 2025Q2: 57,743 shares; 2025Q3: 56,791 shares; 2025Q4: 57,614 shares; 2026Q1: 110,024 shares; 2026Q2: 58,318 shares 58,318 $17.7M 0.6% -51,706 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: 682 shares; 2024Q4: 436 shares; 2025Q1: 1,327 shares; 2025Q2: 2,584 shares; 2025Q3: 3,168 shares; 2025Q4: 26,199 shares; 2026Q1: 39,865 shares; 2026Q2: 38,636 shares 38,636 $16.7M 0.56% -1,229 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: 21,908 shares; 2024Q4: 21,491 shares; 2025Q1: 128,286 shares; 2025Q2: 140,807 shares; 2025Q3: 150,663 shares; 2025Q4: 153,377 shares; 2026Q1: 145,421 shares; 2026Q2: 154,929 shares 154,929 $16.1M 0.54% +9,508 Timeline RAA 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: 291,830 shares; 2025Q2: 297,019 shares; 2025Q3: 337,882 shares; 2025Q4: 363,866 shares; 2026Q1: 499,446 shares; 2026Q2: 540,869 shares 540,869 $15.9M 0.54% +41,423 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: 247,197 shares; 2024Q4: 224,342 shares; 2025Q1: 178,637 shares; 2025Q2: 180,274 shares; 2025Q3: 167,391 shares; 2025Q4: 134,772 shares; 2026Q1: 135,699 shares; 2026Q2: 127,814 shares 127,814 $14.9M 0.5% -7,885 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: 64,952 shares; 2024Q4: 78,482 shares; 2025Q1: 167,213 shares; 2025Q2: 280,615 shares; 2025Q3: 344,006 shares; 2025Q4: 343,780 shares; 2026Q1: 596,847 shares; 2026Q2: 556,814 shares 556,814 $14.8M 0.5% -40,033 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,753 shares; 2025Q2: 138,110 shares; 2025Q3: 207,235 shares; 2025Q4: 427,697 shares; 2026Q1: 253,575 shares; 2026Q2: 194,532 shares 194,532 $14.7M 0.5% -59,043 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,318 shares; 2024Q4: 175,459 shares; 2025Q1: 174,847 shares; 2025Q2: 175,449 shares; 2025Q3: 205,215 shares; 2025Q4: 228,090 shares; 2026Q1: 265,925 shares; 2026Q2: 247,096 shares 247,096 $14.6M 0.49% -18,829 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: 64,501 shares; 2024Q4: 65,034 shares; 2025Q1: 66,070 shares; 2025Q2: 66,761 shares; 2025Q3: 68,082 shares; 2025Q4: 67,817 shares; 2026Q1: 68,133 shares; 2026Q2: 66,007 shares 66,007 $14.4M 0.49% -2,126 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: 114,657 shares; 2024Q4: 114,950 shares; 2025Q1: 116,849 shares; 2025Q2: 126,678 shares; 2025Q3: 127,432 shares; 2025Q4: 129,050 shares; 2026Q1: 135,164 shares; 2026Q2: 134,019 shares 134,019 $14.3M 0.48% -1,145 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 245,892 shares; 2025Q2: 294,821 shares; 2025Q3: 289,474 shares; 2025Q4: 289,817 shares; 2026Q1: 274,467 shares; 2026Q2: 271,017 shares 271,017 $13.9M 0.47% -3,450 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: 15,652 shares; 2024Q4: 16,360 shares; 2025Q1: 17,938 shares; 2025Q2: 20,466 shares; 2025Q3: 21,603 shares; 2025Q4: 23,637 shares; 2026Q1: 26,980 shares; 2026Q2: 24,259 shares 24,259 $13.7M 0.46% -2,721 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: 6,195 shares; 2024Q4: 4,252 shares; 2025Q1: 5,818 shares; 2025Q2: 6,239 shares; 2025Q3: 8,630 shares; 2025Q4: 9,627 shares; 2026Q1: 14,917 shares; 2026Q2: 10,987 shares 10,987 $12.7M 0.43% -3,930 Timeline DCOR 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: 107,910 shares; 2024Q4: 123,453 shares; 2025Q1: 139,625 shares; 2025Q2: 132,141 shares; 2025Q3: 160,285 shares; 2025Q4: 168,430 shares; 2026Q1: 169,271 shares; 2026Q2: 153,132 shares 153,132 $12.6M 0.42% -16,139 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680,685 shares; 2024Q4: 740,355 shares; 2025Q1: 787,432 shares; 2025Q2: 851,892 shares; 2025Q3: 742,860 shares; 2025Q4: 455,163 shares; 2026Q1: 600,714 shares; 2026Q2: 409,027 shares 409,027 $12.2M 0.41% -191,687 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: 15,731 shares; 2024Q4: 21,485 shares; 2025Q1: 27,479 shares; 2025Q2: 45,269 shares; 2025Q3: 60,985 shares; 2025Q4: 67,977 shares; 2026Q1: 70,254 shares; 2026Q2: 69,039 shares 69,039 $12.1M 0.41% -1,215 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: 16,518 shares; 2024Q4: 16,685 shares; 2025Q1: 17,364 shares; 2025Q2: 16,350 shares; 2025Q3: 16,441 shares; 2025Q4: 16,287 shares; 2026Q1: 16,472 shares; 2026Q2: 15,526 shares 15,526 $11.8M 0.4% -946 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: 31,875 shares; 2024Q4: 32,765 shares; 2025Q1: 32,706 shares; 2025Q2: 33,691 shares; 2025Q3: 34,223 shares; 2025Q4: 35,641 shares; 2026Q1: 50,412 shares; 2026Q2: 35,950 shares 35,950 $11.8M 0.4% -14,462 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,423 shares; 2024Q4: 4,450 shares; 2025Q1: 4,118 shares; 2025Q2: 52 shares; 2025Q3: 171 shares; 2025Q4: 209 shares; 2026Q1: 229 shares; 2026Q2: 29,733 shares 29,733 $11.7M 0.4% +29,504 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,621 shares; 2024Q4: 120,256 shares; 2025Q1: 121,493 shares; 2025Q2: 152,978 shares; 2025Q3: 130,419 shares; 2025Q4: 154,223 shares; 2026Q1: 162,479 shares; 2026Q2: 198,148 shares 198,148 $11.5M 0.39% +35,669 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 1,867 shares; 2025Q4: 208,720 shares; 2026Q1: 339,918 shares; 2026Q2: 275,674 shares 275,674 $11.1M 0.37% -64,244 Timeline GSIE 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: 295,414 shares; 2024Q4: 220,970 shares; 2025Q1: 215,072 shares; 2025Q2: 220,359 shares; 2025Q3: 227,371 shares; 2025Q4: 228,348 shares; 2026Q1: 228,463 shares; 2026Q2: 230,319 shares 230,319 $10.5M 0.36% +1,856 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,091 shares; 2024Q4: 113,680 shares; 2025Q1: 118,638 shares; 2025Q2: 115,149 shares; 2025Q3: 110,290 shares; 2025Q4: 112,863 shares; 2026Q1: 114,489 shares; 2026Q2: 111,311 shares 111,311 $10.5M 0.35% -3,178 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: 98,342 shares; 2024Q4: 98,038 shares; 2025Q1: 97,564 shares; 2025Q2: 100,391 shares; 2025Q3: 101,291 shares; 2025Q4: 103,193 shares; 2026Q1: 115,809 shares; 2026Q2: 108,313 shares 108,313 $9.94M 0.34% -7,496 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,667 shares; 2024Q4: 236,561 shares; 2025Q1: 222,233 shares; 2025Q2: 219,277 shares; 2025Q3: 196,547 shares; 2025Q4: 200,060 shares; 2026Q1: 384,290 shares; 2026Q2: 212,186 shares 212,186 $9.93M 0.34% -172,104 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: 10,328 shares; 2024Q4: 21,574 shares; 2025Q1: 72,747 shares; 2025Q2: 89,190 shares; 2025Q3: 107,159 shares; 2025Q4: 117,073 shares; 2026Q1: 132,570 shares; 2026Q2: 131,163 shares 131,163 $9.63M 0.32% -1,407 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: 19,868 shares; 2024Q4: 20,269 shares; 2025Q1: 13,894 shares; 2025Q2: 20,252 shares; 2025Q3: 23,497 shares; 2025Q4: 23,272 shares; 2026Q1: 22,349 shares; 2026Q2: 19,227 shares 19,227 $9.62M 0.32% -3,122 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: 11,275 shares; 2024Q4: 22,870 shares; 2025Q1: 23,793 shares; 2025Q2: 26,003 shares; 2025Q3: 25,248 shares; 2025Q4: 26,357 shares; 2026Q1: 36,503 shares; 2026Q2: 28,178 shares 28,178 $9.61M 0.32% -8,325 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,463 shares; 2024Q4: 135,270 shares; 2025Q1: 118,791 shares; 2025Q2: 116,406 shares; 2025Q3: 115,628 shares; 2025Q4: 118,357 shares; 2026Q1: 222,339 shares; 2026Q2: 124,258 shares 124,258 $9.53M 0.32% -98,081 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 508 shares; 2024Q4: 1,407 shares; 2025Q1: 2,515 shares; 2025Q2: 89,986 shares; 2025Q3: 90,656 shares; 2025Q4: 88,314 shares; 2026Q1: 89,840 shares; 2026Q2: 94,096 shares 94,096 $9.44M 0.32% +4,256 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: 69,807 shares; 2024Q4: 73,288 shares; 2025Q1: 75,023 shares; 2025Q2: 76,579 shares; 2025Q3: 83,176 shares; 2025Q4: 90,883 shares; 2026Q1: 113,451 shares; 2026Q2: 81,600 shares 81,600 $9.24M 0.31% -31,851 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,743 shares; 2024Q4: 2,760 shares; 2025Q1: 2,785 shares; 2025Q2: 2,883 shares; 2025Q3: 2,888 shares; 2025Q4: 2,791 shares; 2026Q1: 3,025 shares; 2026Q2: 2,788 shares 2,788 $8.91M 0.3% -237 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: 3,795 shares; 2024Q4: 4,043 shares; 2025Q1: 5,042 shares; 2025Q2: 6,120 shares; 2025Q3: 6,396 shares; 2025Q4: 7,129 shares; 2026Q1: 9,620 shares; 2026Q2: 7,378 shares 7,378 $8.85M 0.3% -2,242 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,796 shares; 2024Q4: 113,517 shares; 2025Q1: 114,832 shares; 2025Q2: 113,983 shares; 2025Q3: 113,449 shares; 2025Q4: 117,916 shares; 2026Q1: 231,633 shares; 2026Q2: 123,953 shares 123,953 $8.54M 0.29% -107,680 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,620 shares; 2024Q4: 37,623 shares; 2025Q1: 37,076 shares; 2025Q2: 41,167 shares; 2025Q3: 43,773 shares; 2025Q4: 45,222 shares; 2026Q1: 46,046 shares; 2026Q2: 164,247 shares 164,247 $8.42M 0.28% +118,201 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,445 shares; 2024Q4: 1,464 shares; 2025Q1: 1,488 shares; 2025Q2: 1,350 shares; 2025Q3: 783 shares; 2025Q4: 680 shares; 2026Q1: 923 shares; 2026Q2: 37,236 shares 37,236 $8M 0.27% +36,313 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: 109,258 shares; 2024Q4: 120,930 shares; 2025Q1: 185,345 shares; 2025Q2: 177,380 shares; 2025Q3: 154,044 shares; 2025Q4: 157,373 shares; 2026Q1: 133,423 shares; 2026Q2: 139,974 shares 139,974 $7.91M 0.27% +6,551 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,844 shares; 2024Q4: 18,471 shares; 2025Q1: 21,973 shares; 2025Q2: 26,483 shares; 2025Q3: 25,751 shares; 2025Q4: 24,113 shares; 2026Q1: 20,512 shares; 2026Q2: 15,877 shares 15,877 $7.79M 0.26% -4,635 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: 88,696 shares; 2024Q4: 94,073 shares; 2025Q1: 93,024 shares; 2025Q2: 91,007 shares; 2025Q3: 90,591 shares; 2025Q4: 89,403 shares; 2026Q1: 93,133 shares; 2026Q2: 93,263 shares 93,263 $7.64M 0.26% +130 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 34 shares; 2025Q2: 14 shares; 2025Q3: 281 shares; 2025Q4: 7,037 shares; 2026Q1: 23,454 shares; 2026Q2: 26,542 shares 26,542 $7.59M 0.26% +3,088 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: 58,688 shares; 2024Q4: 58,052 shares; 2025Q1: 65,902 shares; 2025Q2: 86,284 shares; 2025Q3: 100,697 shares; 2025Q4: 109,566 shares; 2026Q1: 113,985 shares; 2026Q2: 153,273 shares 153,273 $7.55M 0.25% +39,288 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 139 shares; 2025Q1: 155 shares; 2025Q2: 32,676 shares; 2025Q3: 49,264 shares; 2025Q4: 54,345 shares; 2026Q1: 65,890 shares; 2026Q2: 83,393 shares 83,393 $7.53M 0.25% +17,503 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: 29,316 shares; 2024Q4: 29,923 shares; 2025Q1: 29,236 shares; 2025Q2: 25,737 shares; 2025Q3: 25,691 shares; 2025Q4: 28,704 shares; 2026Q1: 37,212 shares; 2026Q2: 21,338 shares 21,338 $7.53M 0.25% -15,874 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: 52,769 shares; 2024Q4: 52,578 shares; 2025Q1: 53,488 shares; 2025Q2: 54,392 shares; 2025Q3: 54,759 shares; 2025Q4: 56,001 shares; 2026Q1: 62,997 shares; 2026Q2: 63,714 shares 63,714 $7.5M 0.25% +717 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,032 shares; 2024Q4: 69,254 shares; 2025Q1: 68,011 shares; 2025Q2: 67,640 shares; 2025Q3: 67,453 shares; 2025Q4: 67,669 shares; 2026Q1: 68,084 shares; 2026Q2: 64,122 shares 64,122 $7.47M 0.25% -3,962 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: 23,472 shares; 2024Q4: 31,401 shares; 2025Q1: 35,708 shares; 2025Q2: 39,735 shares; 2025Q3: 43,626 shares; 2025Q4: 45,773 shares; 2026Q1: 45,023 shares; 2026Q2: 45,585 shares 45,585 $7.15M 0.24% +562 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,921 shares; 2024Q4: 13,548 shares; 2025Q1: 34,704 shares; 2025Q2: 45,461 shares; 2025Q3: 50,650 shares; 2025Q4: 52,718 shares; 2026Q1: 52,150 shares; 2026Q2: 52,084 shares 52,084 $7.08M 0.24% -66 Timeline RWK 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: 44,928 shares; 2025Q4: 44,423 shares; 2026Q1: 47,863 shares; 2026Q2: 47,603 shares 47,603 $6.96M 0.23% -260 Timeline IDVO 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: not reported; 2024Q4: 18,562 shares; 2025Q1: 42,005 shares; 2025Q2: 53,602 shares; 2025Q3: 54,893 shares; 2025Q4: 41,209 shares; 2026Q1: 155,789 shares; 2026Q2: 165,082 shares 165,082 $6.93M 0.23% +9,293 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 31,694 shares; 2025Q1: 133,000 shares; 2025Q2: 135,374 shares; 2025Q3: 142,009 shares; 2025Q4: 148,091 shares; 2026Q1: 169,072 shares; 2026Q2: 171,979 shares 171,979 $6.92M 0.23% +2,907 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: 258,883 shares; 2024Q4: 250,642 shares; 2025Q1: 239,138 shares; 2025Q2: 241,092 shares; 2025Q3: 234,925 shares; 2025Q4: 238,835 shares; 2026Q1: 235,621 shares; 2026Q2: 86,651 shares 86,651 $6.85M 0.23% -148,970 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: 8,559 shares; 2024Q4: 8,149 shares; 2025Q1: 9,630 shares; 2025Q2: 9,973 shares; 2025Q3: 9,915 shares; 2025Q4: 10,962 shares; 2026Q1: 12,252 shares; 2026Q2: 11,542 shares 11,542 $6.7M 0.23% -710 Timeline DIVO 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: 27,250 shares; 2024Q4: 35,762 shares; 2025Q1: 85,894 shares; 2025Q2: 92,491 shares; 2025Q3: 98,150 shares; 2025Q4: 74,764 shares; 2026Q1: 153,620 shares; 2026Q2: 144,310 shares 144,310 $6.59M 0.22% -9,310 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,781 shares; 2024Q4: 125,781 shares; 2025Q1: 125,781 shares; 2025Q2: 173,672 shares; 2025Q3: 170,685 shares; 2025Q4: 180,368 shares; 2026Q1: 188,727 shares; 2026Q2: 119,826 shares 119,826 $6.59M 0.22% -68,901 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 1,018 shares; 2025Q1: 988 shares; 2025Q2: 1,424 shares; 2025Q3: 1,661 shares; 2025Q4: 691 shares; 2026Q1: 9,017 shares; 2026Q2: 22,479 shares 22,479 $6.58M 0.22% +13,462 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: 24,185 shares; 2024Q4: 27,222 shares; 2025Q1: 47,773 shares; 2025Q2: 47,934 shares; 2025Q3: 47,703 shares; 2025Q4: 47,895 shares; 2026Q1: 40,662 shares; 2026Q2: 41,632 shares 41,632 $6.58M 0.22% +970 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: 67,246 shares; 2024Q4: 67,141 shares; 2025Q1: 65,400 shares; 2025Q2: 45,199 shares; 2025Q3: 38,240 shares; 2025Q4: 39,539 shares; 2026Q1: 45,548 shares; 2026Q2: 39,462 shares 39,462 $6.54M 0.22% -6,086 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: 29,471 shares; 2024Q4: 29,063 shares; 2025Q1: 30,547 shares; 2025Q2: 22,068 shares; 2025Q3: 19,132 shares; 2025Q4: 19,555 shares; 2026Q1: 19,686 shares; 2026Q2: 17,477 shares 17,477 $6.33M 0.21% -2,209 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,439 shares; 2024Q4: 158,304 shares; 2025Q1: 167,032 shares; 2025Q2: 161,430 shares; 2025Q3: 154,168 shares; 2025Q4: 164,212 shares; 2026Q1: 161,514 shares; 2026Q2: 163,517 shares 163,517 $6.23M 0.21% +2,003 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,498 shares; 2024Q4: 2,498 shares; 2025Q1: 4,748 shares; 2025Q2: 10,604 shares; 2025Q3: 11,596 shares; 2025Q4: 66,187 shares; 2026Q1: 67,970 shares; 2026Q2: 76,916 shares 76,916 $6.23M 0.21% +8,946 Timeline DFIV 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: 105,213 shares; 2024Q4: 103,583 shares; 2025Q1: 103,563 shares; 2025Q2: 118,048 shares; 2025Q3: 119,802 shares; 2025Q4: 118,026 shares; 2026Q1: 117,830 shares; 2026Q2: 113,778 shares 113,778 $6.15M 0.21% -4,052 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,870 shares; 2024Q4: 44,408 shares; 2025Q1: 46,001 shares; 2025Q2: 50,298 shares; 2025Q3: 51,432 shares; 2025Q4: 51,428 shares; 2026Q1: 55,388 shares; 2026Q2: 59,639 shares 59,639 $6.15M 0.21% +4,251 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,480 shares; 2024Q4: 172 shares; 2025Q1: 84,880 shares; 2025Q2: 92,943 shares; 2025Q3: 97,434 shares; 2025Q4: 57,465 shares; 2026Q1: 89,683 shares; 2026Q2: 110,689 shares 110,689 $6.04M 0.2% +21,006 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,681 shares; 2025Q4: 119,412 shares; 2026Q1: 122,883 shares; 2026Q2: 120,121 shares 120,121 $5.99M 0.2% -2,762 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: 26 shares; 2024Q4: 31 shares; 2025Q1: 56 shares; 2025Q2: 68 shares; 2025Q3: 97 shares; 2025Q4: 11,159 shares; 2026Q1: 13,243 shares; 2026Q2: 12,827 shares 12,827 $5.61M 0.19% -416 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,280 shares 40,280 $5.51M 0.19% new 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: 133,868 shares; 2024Q4: 219,989 shares; 2025Q1: 251,150 shares; 2025Q2: 133,300 shares; 2025Q3: 130,946 shares; 2025Q4: 54,492 shares; 2026Q1: 61,306 shares; 2026Q2: 58,753 shares 58,753 $5.49M 0.19% -2,553 Timeline IVSS 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: 224,789 shares; 2026Q2: 183,118 shares 183,118 $5.48M 0.18% -41,671 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: 8,627 shares; 2024Q4: 15,039 shares; 2025Q1: 16,017 shares; 2025Q2: 15,378 shares; 2025Q3: 47,734 shares; 2025Q4: 55,686 shares; 2026Q1: 62,516 shares; 2026Q2: 56,012 shares 56,012 $5.41M 0.18% -6,504 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: 8,721 shares; 2024Q4: 9,782 shares; 2025Q1: 9,201 shares; 2025Q2: 10,187 shares; 2025Q3: 9,877 shares; 2025Q4: 10,184 shares; 2026Q1: 16,005 shares; 2026Q2: 14,350 shares 14,350 $5.29M 0.18% -1,655 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,651 shares; 2024Q4: 7,782 shares; 2025Q1: 8,310 shares; 2025Q2: 8,479 shares; 2025Q3: 8,387 shares; 2025Q4: 8,098 shares; 2026Q1: 8,882 shares; 2026Q2: 8,107 shares 8,107 $5.14M 0.17% -775 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,844 shares; 2024Q4: 36,651 shares; 2025Q1: 46,851 shares; 2025Q2: 84,373 shares; 2025Q3: 91,076 shares; 2025Q4: 101,688 shares; 2026Q1: 97,016 shares; 2026Q2: 99,806 shares 99,806 $5.05M 0.17% +2,790 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,126 shares; 2024Q4: 65,397 shares; 2025Q1: 62,430 shares; 2025Q2: 69,149 shares; 2025Q3: 78,275 shares; 2025Q4: 83,316 shares; 2026Q1: 93,831 shares; 2026Q2: 104,830 shares 104,830 $5.03M 0.17% +10,999 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: 15,300 shares; 2024Q4: 18,014 shares; 2025Q1: 18,746 shares; 2025Q2: 18,762 shares; 2025Q3: 17,992 shares; 2025Q4: 17,720 shares; 2026Q1: 19,388 shares; 2026Q2: 14,656 shares 14,656 $5.03M 0.17% -4,732 Timeline DFAX 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: 80,171 shares; 2024Q4: 143,303 shares; 2025Q1: 139,223 shares; 2025Q2: 130,350 shares; 2025Q3: 136,213 shares; 2025Q4: 135,538 shares; 2026Q1: 135,302 shares; 2026Q2: 135,598 shares 135,598 $5M 0.17% +296 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,877 shares; 2024Q4: 1,254 shares; 2025Q1: 4,231 shares; 2025Q2: 954 shares; 2025Q3: 19,592 shares; 2025Q4: 79,142 shares; 2026Q1: 118,144 shares; 2026Q2: 106,214 shares 106,214 $4.98M 0.17% -11,930 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,325 shares; 2025Q1: 39,790 shares; 2025Q2: 52,664 shares; 2025Q3: 70,452 shares; 2025Q4: 88,260 shares; 2026Q1: 106,583 shares; 2026Q2: 124,070 shares 124,070 $4.98M 0.17% +17,487 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,622 shares; 2024Q4: 38,931 shares; 2025Q1: 40,581 shares; 2025Q2: 42,630 shares; 2025Q3: 43,467 shares; 2025Q4: 44,267 shares; 2026Q1: 43,296 shares; 2026Q2: 30,485 shares 30,485 $4.97M 0.17% -12,811 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,573 shares; 2024Q4: 8,410 shares; 2025Q1: 10,103 shares; 2025Q2: 9,612 shares; 2025Q3: 11,439 shares; 2025Q4: 24,428 shares; 2026Q1: 26,935 shares; 2026Q2: 26,031 shares 26,031 $4.96M 0.17% -904 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: 8,449 shares; 2024Q4: 9,462 shares; 2025Q1: 7,966 shares; 2025Q2: 11,445 shares; 2025Q3: 11,377 shares; 2025Q4: 11,649 shares; 2026Q1: 14,693 shares; 2026Q2: 10,211 shares 10,211 $4.88M 0.16% -4,482 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,281 shares; 2026Q2: 97,648 shares 97,648 $4.86M 0.16% +9,367 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: 4,832 shares; 2024Q4: 4,951 shares; 2025Q1: 4,731 shares; 2025Q2: 4,895 shares; 2025Q3: 4,905 shares; 2025Q4: 4,936 shares; 2026Q1: 8,287 shares; 2026Q2: 4,796 shares 4,796 $4.85M 0.16% -3,491 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,909 shares; 2024Q4: 6,867 shares; 2025Q1: 9,153 shares; 2025Q2: 8,932 shares; 2025Q3: 10,326 shares; 2025Q4: 41,929 shares; 2026Q1: 61,151 shares; 2026Q2: 49,052 shares 49,052 $4.73M 0.16% -12,099 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: 19,236 shares; 2024Q4: 27,664 shares; 2025Q1: 30,636 shares; 2025Q2: 57,320 shares; 2025Q3: 55,399 shares; 2025Q4: 53,350 shares; 2026Q1: 65,936 shares; 2026Q2: 54,796 shares 54,796 $4.68M 0.16% -11,140 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: 59,897 shares; 2024Q4: 126,153 shares; 2025Q1: 121,345 shares; 2025Q2: 134,251 shares; 2025Q3: 156,667 shares; 2025Q4: 129,852 shares; 2026Q1: 148,934 shares; 2026Q2: 147,028 shares 147,028 $4.66M 0.16% -1,906 Timeline TBG 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: 9,402 shares; 2024Q4: 11,459 shares; 2025Q1: 22,995 shares; 2025Q2: 38,076 shares; 2025Q3: 64,542 shares; 2025Q4: 84,844 shares; 2026Q1: 104,681 shares; 2026Q2: 125,648 shares 125,648 $4.58M 0.15% +20,967 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: 9,969 shares; 2024Q4: 10,726 shares; 2025Q1: 6,051 shares; 2025Q2: 5,682 shares; 2025Q3: 5,311 shares; 2025Q4: 4,724 shares; 2026Q1: 6,329 shares; 2026Q2: 4,806 shares 4,806 $4.5M 0.15% -1,523 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,131 shares; 2024Q4: 892 shares; 2025Q1: 1,086 shares; 2025Q2: 1,257 shares; 2025Q3: 1,390 shares; 2025Q4: 1,586 shares; 2026Q1: 1,793 shares; 2026Q2: 14,876 shares 14,876 $4.49M 0.15% +13,083 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: 4,380 shares; 2024Q4: 4,445 shares; 2025Q1: 5,110 shares; 2025Q2: 5,365 shares; 2025Q3: 6,170 shares; 2025Q4: 62,036 shares; 2026Q1: 69,250 shares; 2026Q2: 62,835 shares 62,835 $4.49M 0.15% -6,415 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: 28,275 shares; 2024Q4: 35,433 shares; 2025Q1: 32,681 shares; 2025Q2: 30,656 shares; 2025Q3: 33,850 shares; 2025Q4: 63,728 shares; 2026Q1: 82,503 shares; 2026Q2: 83,287 shares 83,287 $4.45M 0.15% +784 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,026 shares; 2024Q4: 29,467 shares; 2025Q1: 34,783 shares; 2025Q2: 30,850 shares; 2025Q3: 27,935 shares; 2025Q4: 28,546 shares; 2026Q1: 31,936 shares; 2026Q2: 43,515 shares 43,515 $4.45M 0.15% +11,579 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: 39,337 shares; 2024Q4: 38,858 shares; 2025Q1: 37,133 shares; 2025Q2: 36,923 shares; 2025Q3: 36,664 shares; 2025Q4: 31,365 shares; 2026Q1: 49,571 shares; 2026Q2: 26,737 shares 26,737 $4.37M 0.15% -22,834 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: 3,836 shares; 2024Q4: 4,294 shares; 2025Q1: 4,644 shares; 2025Q2: 3,470 shares; 2025Q3: 3,413 shares; 2025Q4: 4,507 shares; 2026Q1: 4,598 shares; 2026Q2: 4,098 shares 4,098 $4.36M 0.15% -500 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: 13,564 shares; 2024Q4: 16,427 shares; 2025Q1: 21,885 shares; 2025Q2: 27,739 shares; 2025Q3: 28,054 shares; 2025Q4: 28,323 shares; 2026Q1: 41,023 shares; 2026Q2: 36,433 shares 36,433 $4.28M 0.14% -4,590 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: 2,349 shares; 2024Q4: 2,419 shares; 2025Q1: 3,214 shares; 2025Q2: 5,177 shares; 2025Q3: 6,163 shares; 2025Q4: 7,105 shares; 2026Q1: 8,548 shares; 2026Q2: 6,586 shares 6,586 $4.21M 0.14% -1,962 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: 36,879 shares; 2024Q4: 38,223 shares; 2025Q1: 34,960 shares; 2025Q2: 36,672 shares; 2025Q3: 48,143 shares; 2025Q4: 49,528 shares; 2026Q1: 50,786 shares; 2026Q2: 54,089 shares 54,089 $4.17M 0.14% +3,303 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: 19,121 shares; 2024Q4: 17,783 shares; 2025Q1: 19,646 shares; 2025Q2: 14,700 shares; 2025Q3: 15,098 shares; 2025Q4: 15,075 shares; 2026Q1: 22,523 shares; 2026Q2: 16,278 shares 16,278 $4.13M 0.14% -6,245 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,852 shares; 2024Q4: 175,791 shares; 2025Q1: 195,428 shares; 2025Q2: 237,070 shares; 2025Q3: 241,529 shares; 2025Q4: 269,673 shares; 2026Q1: 106,979 shares; 2026Q2: 95,547 shares 95,547 $3.99M 0.13% -11,432 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: 8,036 shares; 2024Q4: 8,091 shares; 2025Q1: 15,642 shares; 2025Q2: 15,774 shares; 2025Q3: 13,563 shares; 2025Q4: 16,390 shares; 2026Q1: 28,706 shares; 2026Q2: 39,365 shares 39,365 $3.96M 0.13% +10,659 Timeline DFAT 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: 55,736 shares; 2024Q4: 55,128 shares; 2025Q1: 55,021 shares; 2025Q2: 68,843 shares; 2025Q3: 68,799 shares; 2025Q4: 56,820 shares; 2026Q1: 57,372 shares; 2026Q2: 56,377 shares 56,377 $3.94M 0.13% -995 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: 7,853 shares; 2024Q4: 11,556 shares; 2025Q1: 16,701 shares; 2025Q2: 30,390 shares; 2025Q3: 44,090 shares; 2025Q4: 44,023 shares; 2026Q1: 35,434 shares; 2026Q2: 27,473 shares 27,473 $3.84M 0.13% -7,961 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: 15,660 shares; 2024Q4: 15,336 shares; 2025Q1: 15,205 shares; 2025Q2: 14,215 shares; 2025Q3: 12,936 shares; 2025Q4: 10,940 shares; 2026Q1: 17,488 shares; 2026Q2: 43,604 shares 43,604 $3.83M 0.13% +26,116 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: 299 shares; 2024Q4: 4,231 shares; 2025Q1: 5,916 shares; 2025Q2: 8,450 shares; 2025Q3: 10,153 shares; 2025Q4: 8,757 shares; 2026Q1: 10,009 shares; 2026Q2: 8,794 shares 8,794 $3.81M 0.13% -1,215 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,286 shares; 2024Q4: 2,031 shares; 2025Q1: 2,629 shares; 2025Q2: 2,880 shares; 2025Q3: 3,022 shares; 2025Q4: 3,148 shares; 2026Q1: 3,406 shares; 2026Q2: 3,242 shares 3,242 $3.81M 0.13% -164 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,564 shares; 2024Q4: 22,716 shares; 2025Q1: 32,088 shares; 2025Q2: 32,691 shares; 2025Q3: 35,336 shares; 2025Q4: 52,606 shares; 2026Q1: 55,861 shares; 2026Q2: 43,674 shares 43,674 $3.8M 0.13% -12,187 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.13% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,611 shares; 2024Q4: 83,819 shares; 2025Q1: 98,481 shares; 2025Q2: 105,321 shares; 2025Q3: 106,893 shares; 2025Q4: 109,715 shares; 2026Q1: 69,977 shares; 2026Q2: 72,912 shares 72,912 $3.72M 0.13% +2,935 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,042 shares; 2024Q4: 38,808 shares; 2025Q1: 41,944 shares; 2025Q2: 45,034 shares; 2025Q3: 43,647 shares; 2025Q4: 42,353 shares; 2026Q1: 51,170 shares; 2026Q2: 46,814 shares 46,814 $3.65M 0.12% -4,356 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: 13,902 shares; 2024Q4: 16,958 shares; 2025Q1: 13,502 shares; 2025Q2: 14,063 shares; 2025Q3: 15,366 shares; 2025Q4: 16,254 shares; 2026Q1: 25,228 shares; 2026Q2: 14,841 shares 14,841 $3.61M 0.12% -10,387 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: 25,869 shares; 2024Q4: 25,515 shares; 2025Q1: 26,039 shares; 2025Q2: 25,830 shares; 2025Q3: 25,257 shares; 2025Q4: 23,404 shares; 2026Q1: 34,881 shares; 2026Q2: 18,241 shares 18,241 $3.6M 0.12% -16,640 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: 6,010 shares; 2024Q4: 7,908 shares; 2025Q1: 9,932 shares; 2025Q2: 8,765 shares; 2025Q3: 8,863 shares; 2025Q4: 9,416 shares; 2026Q1: 11,399 shares; 2026Q2: 9,641 shares 9,641 $3.6M 0.12% -1,758 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,009 shares; 2024Q4: 47,398 shares; 2025Q1: 47,706 shares; 2025Q2: 47,807 shares; 2025Q3: 46,873 shares; 2025Q4: 44,169 shares; 2026Q1: 44,751 shares; 2026Q2: 43,692 shares 43,692 $3.56M 0.12% -1,059 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,439 shares; 2024Q4: 57,981 shares; 2025Q1: 196,234 shares; 2025Q2: 190,522 shares; 2025Q3: 204,646 shares; 2025Q4: 186,954 shares; 2026Q1: 163,087 shares; 2026Q2: 121,683 shares 121,683 $3.53M 0.12% -41,404 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: 17,867 shares; 2024Q4: 19,109 shares; 2025Q1: 26,803 shares; 2025Q2: 25,661 shares; 2025Q3: 28,372 shares; 2025Q4: 26,037 shares; 2026Q1: 32,130 shares; 2026Q2: 25,401 shares 25,401 $3.49M 0.12% -6,729 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: 8,286 shares; 2024Q4: 6,365 shares; 2025Q1: 8,803 shares; 2025Q2: 17,998 shares; 2025Q3: 18,598 shares; 2025Q4: 19,697 shares; 2026Q1: 22,653 shares; 2026Q2: 55,030 shares 55,030 $3.46M 0.12% +32,377 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,805 shares; 2024Q4: 13,637 shares; 2025Q1: 14,076 shares; 2025Q2: 16,796 shares; 2025Q3: 20,918 shares; 2025Q4: 23,202 shares; 2026Q1: 31,032 shares; 2026Q2: 26,464 shares 26,464 $3.4M 0.11% -4,568 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,053 shares; 2024Q4: 16,239 shares; 2025Q1: 21,531 shares; 2025Q2: 24,839 shares; 2025Q3: 52,434 shares; 2025Q4: 62,525 shares; 2026Q1: 82,732 shares; 2026Q2: 100,108 shares 100,108 $3.33M 0.11% +17,376 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,480 shares; 2024Q4: 7,618 shares; 2025Q1: 7,759 shares; 2025Q2: 7,722 shares; 2025Q3: 7,717 shares; 2025Q4: 7,845 shares; 2026Q1: 15,114 shares; 2026Q2: 8,622 shares 8,622 $3.32M 0.11% -6,492 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: 58,672 shares; 2024Q4: 71,649 shares; 2025Q1: 80,788 shares; 2025Q2: 89,836 shares; 2025Q3: 56,066 shares; 2025Q4: 53,754 shares; 2026Q1: 49,479 shares; 2026Q2: 40,345 shares 40,345 $3.32M 0.11% -9,134 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: 2,320 shares; 2024Q4: 22,398 shares; 2025Q1: 27,909 shares; 2025Q2: 30,644 shares; 2025Q3: 35,422 shares; 2025Q4: 41,150 shares; 2026Q1: 43,144 shares; 2026Q2: 43,483 shares 43,483 $3.28M 0.11% +339 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,270 shares; 2024Q4: 12,365 shares; 2025Q1: 18,920 shares; 2025Q2: 29,808 shares; 2025Q3: 45,734 shares; 2025Q4: 45,727 shares; 2026Q1: 51,546 shares; 2026Q2: 38,361 shares 38,361 $3.18M 0.11% -13,185 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,028 shares; 2024Q4: 4,028 shares; 2025Q1: 4,028 shares; 2025Q2: 44,176 shares; 2025Q3: 76,090 shares; 2025Q4: 121,643 shares; 2026Q1: 137,018 shares; 2026Q2: 167,767 shares 167,767 $3.17M 0.11% +30,749 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,608 shares; 2025Q2: 82,024 shares; 2025Q3: 98,432 shares; 2025Q4: 97,832 shares; 2026Q1: 93,237 shares; 2026Q2: 68,915 shares 68,915 $3.15M 0.11% -24,322 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: 524 shares; 2024Q4: 1,057 shares; 2025Q1: 667 shares; 2025Q2: 11,083 shares; 2025Q3: 16,148 shares; 2025Q4: 10,502 shares; 2026Q1: 9,160 shares; 2026Q2: 7,609 shares 7,609 $3.12M 0.11% -1,551 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: 26,918 shares; 2024Q4: 27,468 shares; 2025Q1: 31,443 shares; 2025Q2: 34,043 shares; 2025Q3: 34,827 shares; 2025Q4: 32,404 shares; 2026Q1: 53,971 shares; 2026Q2: 32,514 shares 32,514 $3.11M 0.1% -21,457 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: 11,317 shares; 2024Q4: 13,825 shares; 2025Q1: 9,464 shares; 2025Q2: 7,062 shares; 2025Q3: 11,704 shares; 2025Q4: 12,032 shares; 2026Q1: 10,271 shares; 2026Q2: 20,962 shares 20,962 $3.11M 0.1% +10,691 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: 5,228 shares; 2024Q4: 6,836 shares; 2025Q1: 6,673 shares; 2025Q2: 7,072 shares; 2025Q3: 6,515 shares; 2025Q4: 6,264 shares; 2026Q1: 7,231 shares; 2026Q2: 5,984 shares 5,984 $3.07M 0.1% -1,247 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,835 shares; 2024Q4: 78,008 shares; 2025Q1: 80,905 shares; 2025Q2: 87,873 shares; 2025Q3: 87,149 shares; 2025Q4: 82,305 shares; 2026Q1: 68,439 shares; 2026Q2: 60,332 shares 60,332 $3.05M 0.1% -8,107 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,831 shares; 2024Q4: 27,656 shares; 2025Q1: 33,454 shares; 2025Q2: 155,266 shares; 2025Q3: 194,371 shares; 2025Q4: 172,957 shares; 2026Q1: 121,215 shares; 2026Q2: 63,021 shares 63,021 $3.01M 0.1% -58,194 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: 11,895 shares; 2024Q4: 13,160 shares; 2025Q1: 14,717 shares; 2025Q2: 15,235 shares; 2025Q3: 15,002 shares; 2025Q4: 14,840 shares; 2026Q1: 23,074 shares; 2026Q2: 14,380 shares 14,380 $3.01M 0.1% -8,694 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: 4 shares; 2024Q4: 81 shares; 2025Q1: 101 shares; 2025Q2: 921 shares; 2025Q3: 1,140 shares; 2025Q4: 1,544 shares; 2026Q1: 1,731 shares; 2026Q2: 1,503 shares 1,503 $2.98M 0.1% -228 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: 61,809 shares; 2024Q4: 70,940 shares; 2025Q1: 79,131 shares; 2025Q2: 70,918 shares; 2025Q3: 79,571 shares; 2025Q4: 89,550 shares; 2026Q1: 94,264 shares; 2026Q2: 72,277 shares 72,277 $2.94M 0.1% -21,987 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,524 shares; 2024Q4: 2,241 shares; 2025Q1: 3,863 shares; 2025Q2: 4,546 shares; 2025Q3: 4,505 shares; 2025Q4: 4,135 shares; 2026Q1: 3,529 shares; 2026Q2: 47,035 shares 47,035 $2.92M 0.1% +43,506 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: 1,111 shares; 2025Q2: 2,324 shares; 2025Q3: 2,668 shares; 2025Q4: 2,776 shares; 2026Q1: 1,724 shares; 2026Q2: 1,268 shares 1,268 $2.88M 0.1% -456 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: 9,699 shares; 2024Q4: 10,818 shares; 2025Q1: 11,555 shares; 2025Q2: 10,582 shares; 2025Q3: 10,637 shares; 2025Q4: 12,010 shares; 2026Q1: 13,827 shares; 2026Q2: 11,434 shares 11,434 $2.88M 0.1% -2,393 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,062 shares; 2024Q4: 10,134 shares; 2025Q1: 10,102 shares; 2025Q2: 10,230 shares; 2025Q3: 10,227 shares; 2025Q4: 9,887 shares; 2026Q1: 9,948 shares; 2026Q2: 9,546 shares 9,546 $2.85M 0.1% -402 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,607 shares; 2024Q4: 21,621 shares; 2025Q1: 21,639 shares; 2025Q2: 21,330 shares; 2025Q3: 21,351 shares; 2025Q4: 38,473 shares; 2026Q1: 55,517 shares; 2026Q2: 64,660 shares 64,660 $2.8M 0.09% +9,143 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,543 shares; 2024Q4: 88,750 shares; 2025Q1: 85,048 shares; 2025Q2: 83,634 shares; 2025Q3: 86,727 shares; 2025Q4: 87,608 shares; 2026Q1: 48,576 shares; 2026Q2: 48,190 shares 48,190 $2.79M 0.09% -386 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,803 shares; 2025Q1: 32,292 shares; 2025Q2: 34,708 shares; 2025Q3: 34,570 shares; 2025Q4: 34,342 shares; 2026Q1: 34,911 shares; 2026Q2: 35,232 shares 35,232 $2.76M 0.09% +321 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: 2,486 shares; 2024Q4: 2,486 shares; 2025Q1: 2,520 shares; 2025Q2: 1,761 shares; 2025Q3: 19,969 shares; 2025Q4: 25,259 shares; 2026Q1: 25,141 shares; 2026Q2: 24,452 shares 24,452 $2.7M 0.09% -689 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,145 shares; 2026Q1: 151,282 shares; 2026Q2: 181,351 shares 181,351 $2.67M 0.09% +30,069 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: 40,061 shares; 2024Q4: 45,163 shares; 2025Q1: 47,943 shares; 2025Q2: 52,445 shares; 2025Q3: 53,779 shares; 2025Q4: 50,130 shares; 2026Q1: 50,580 shares; 2026Q2: 34,800 shares 34,800 $2.66M 0.09% -15,780 Timeline FEMR 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: 51,654 shares; 2026Q1: 78,884 shares; 2026Q2: 61,564 shares 61,564 $2.62M 0.09% -17,320 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: 13,769 shares; 2024Q4: 20,376 shares; 2025Q1: 18,511 shares; 2025Q2: 18,148 shares; 2025Q3: 15,217 shares; 2025Q4: 17,132 shares; 2026Q1: 23,364 shares; 2026Q2: 24,610 shares 24,610 $2.62M 0.09% +1,246 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,839 shares; 2024Q4: 2,055 shares; 2025Q1: 2,445 shares; 2025Q2: 3,174 shares; 2025Q3: 3,172 shares; 2025Q4: 3,119 shares; 2026Q1: 3,603 shares; 2026Q2: 6,126 shares 6,126 $2.61M 0.09% +2,523 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,629 shares; 2026Q1: 50,099 shares; 2026Q2: 51,756 shares 51,756 $2.59M 0.09% +1,657 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: 4,328 shares; 2024Q4: 9,514 shares; 2025Q1: 28,021 shares; 2025Q2: 40,004 shares; 2025Q3: 56,424 shares; 2025Q4: 69,264 shares; 2026Q1: 91,888 shares; 2026Q2: 112,528 shares 112,528 $2.58M 0.09% +20,640 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: 15,657 shares; 2024Q4: 15,956 shares; 2025Q1: 13,993 shares; 2025Q2: 2,789 shares; 2025Q3: 3,522 shares; 2025Q4: 4,790 shares; 2026Q1: 6,445 shares; 2026Q2: 20,458 shares 20,458 $2.54M 0.09% +14,013 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,103 shares; 2024Q4: 36,529 shares; 2025Q1: 42,571 shares; 2025Q2: 118,775 shares; 2025Q3: 143,140 shares; 2025Q4: 127,787 shares; 2026Q1: 103,816 shares; 2026Q2: 60,130 shares 60,130 $2.54M 0.09% -43,686 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: 14,301 shares; 2024Q4: 14,727 shares; 2025Q1: 17,582 shares; 2025Q2: 14,758 shares; 2025Q3: 15,535 shares; 2025Q4: 16,459 shares; 2026Q1: 24,375 shares; 2026Q2: 17,035 shares 17,035 $2.5M 0.08% -7,340 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: 11,427 shares; 2024Q4: 11,427 shares; 2025Q1: 9,727 shares; 2025Q2: 25,730 shares; 2025Q3: 39,609 shares; 2025Q4: 56,518 shares; 2026Q1: 65,201 shares; 2026Q2: 82,485 shares 82,485 $2.49M 0.08% +17,284 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: 3,254 shares; 2024Q4: 3,417 shares; 2025Q1: 4,028 shares; 2025Q2: 4,146 shares; 2025Q3: 5,673 shares; 2025Q4: 6,090 shares; 2026Q1: 8,309 shares; 2026Q2: 9,756 shares 9,756 $2.42M 0.08% +1,447 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,361 shares; 2024Q4: 21,038 shares; 2025Q1: 26,263 shares; 2025Q2: 28,773 shares; 2025Q3: 52,082 shares; 2025Q4: 59,381 shares; 2026Q1: 44,461 shares; 2026Q2: 45,072 shares 45,072 $2.42M 0.08% +611 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: 20,371 shares; 2024Q4: 20,582 shares; 2025Q1: 15,018 shares; 2025Q2: 2,935 shares; 2025Q3: 6,584 shares; 2025Q4: 10,097 shares; 2026Q1: 9,388 shares; 2026Q2: 9,915 shares 9,915 $2.4M 0.08% +527 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: 50,291 shares; 2024Q4: 50,538 shares; 2025Q1: 36,059 shares; 2025Q2: 43,202 shares; 2025Q3: 42,160 shares; 2025Q4: 43,512 shares; 2026Q1: 46,883 shares; 2026Q2: 41,845 shares 41,845 $2.38M 0.08% -5,038 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: 20,717 shares; 2024Q4: 21,572 shares; 2025Q1: 23,513 shares; 2025Q2: 23,336 shares; 2025Q3: 22,578 shares; 2025Q4: 26,777 shares; 2026Q1: 31,451 shares; 2026Q2: 28,424 shares 28,424 $2.35M 0.08% -3,027 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: 2,887 shares; 2024Q4: 3,606 shares; 2025Q1: 3,889 shares; 2025Q2: 5,790 shares; 2025Q3: 6,430 shares; 2025Q4: 5,430 shares; 2026Q1: 5,550 shares; 2026Q2: 5,620 shares 5,620 $2.34M 0.08% +70 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502 shares; 2024Q4: 511 shares; 2025Q1: 781 shares; 2025Q2: 1,828 shares; 2025Q3: 1,666 shares; 2025Q4: 1,657 shares; 2026Q1: 2,336 shares; 2026Q2: 41,561 shares 41,561 $2.33M 0.08% +39,225 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,812 shares; 2025Q2: 43,255 shares; 2025Q3: 48,237 shares; 2025Q4: 48,301 shares; 2026Q1: 85,428 shares; 2026Q2: 75,057 shares 75,057 $2.3M 0.08% -10,371 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,926 shares; 2024Q4: 115,740 shares; 2025Q1: 85,162 shares; 2025Q2: 81,818 shares; 2025Q3: 73,157 shares; 2025Q4: 59,969 shares; 2026Q1: 50,510 shares; 2026Q2: 45,193 shares 45,193 $2.28M 0.08% -5,317 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 21,060 shares; 2026Q1: 24,276 shares; 2026Q2: 22,201 shares 22,201 $2.24M 0.08% -2,075 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: 11,542 shares; 2024Q4: 12,995 shares; 2025Q1: 12,635 shares; 2025Q2: 12,786 shares; 2025Q3: 13,046 shares; 2025Q4: 13,117 shares; 2026Q1: 14,546 shares; 2026Q2: 11,749 shares 11,749 $2.23M 0.08% -2,797 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,024 shares; 2024Q4: 30,270 shares; 2025Q1: 33,659 shares; 2025Q2: 33,582 shares; 2025Q3: 47,068 shares; 2025Q4: 47,974 shares; 2026Q1: 49,221 shares; 2026Q2: 52,096 shares 52,096 $2.21M 0.07% +2,875 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 1,510 shares; 2025Q2: 4,627 shares; 2025Q3: 36,755 shares; 2025Q4: 37,999 shares; 2026Q1: 43,230 shares; 2026Q2: 43,069 shares 43,069 $2.18M 0.07% -161 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: 3,278 shares; 2024Q4: 3,445 shares; 2025Q1: 4,119 shares; 2025Q2: 4,273 shares; 2025Q3: 4,511 shares; 2025Q4: 4,265 shares; 2026Q1: 5,372 shares; 2026Q2: 4,175 shares 4,175 $2.17M 0.07% -1,197 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 56,495 shares; 2026Q2: 81,879 shares 81,879 $2.16M 0.07% +25,384 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: 15 shares; 2024Q4: 472 shares; 2025Q1: 663 shares; 2025Q2: 3,550 shares; 2025Q3: 3,838 shares; 2025Q4: 4,881 shares; 2026Q1: 3,895 shares; 2026Q2: 26,166 shares 26,166 $2.16M 0.07% +22,271 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: 15,479 shares; 2024Q4: 16,156 shares; 2025Q1: 26,133 shares; 2025Q2: 26,033 shares; 2025Q3: 26,099 shares; 2025Q4: 26,095 shares; 2026Q1: 40,647 shares; 2026Q2: 26,422 shares 26,422 $2.15M 0.07% -14,225 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: 19,610 shares; 2024Q4: 20,369 shares; 2025Q1: 8,754 shares; 2025Q2: 10,516 shares; 2025Q3: 10,324 shares; 2025Q4: 13,686 shares; 2026Q1: 18,738 shares; 2026Q2: 14,113 shares 14,113 $2.14M 0.07% -4,625 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,525 shares; 2024Q4: 28,033 shares; 2025Q1: 50,388 shares; 2025Q2: 31,620 shares; 2025Q3: 31,486 shares; 2025Q4: 37,901 shares; 2026Q1: 34,915 shares; 2026Q2: 76,257 shares 76,257 $2.09M 0.07% +41,342 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: 1,108 shares; 2024Q4: 1,059 shares; 2025Q1: 1,258 shares; 2025Q2: 1,630 shares; 2025Q3: 2,016 shares; 2025Q4: 2,202 shares; 2026Q1: 3,081 shares; 2026Q2: 2,166 shares 2,166 $2.09M 0.07% -915 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277 shares; 2024Q4: 311 shares; 2025Q1: 374 shares; 2025Q2: 453 shares; 2025Q3: 456 shares; 2025Q4: 1,574 shares; 2026Q1: 1,736 shares; 2026Q2: 3,666 shares 3,666 $2.06M 0.07% +1,930 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: 5,334 shares; 2024Q4: 4,884 shares; 2025Q1: 5,531 shares; 2025Q2: 6,238 shares; 2025Q3: 8,401 shares; 2025Q4: 10,817 shares; 2026Q1: 12,116 shares; 2026Q2: 9,632 shares 9,632 $2.05M 0.07% -2,484 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 1,009 shares; 2025Q3: 1,065 shares; 2025Q4: 15,194 shares; 2026Q1: 30,491 shares; 2026Q2: 42,692 shares 42,692 $2.04M 0.07% +12,201 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,735 shares; 2025Q1: 45,061 shares; 2025Q2: 36,187 shares; 2025Q3: 44,920 shares; 2025Q4: 45,854 shares; 2026Q1: 43,960 shares; 2026Q2: 57,057 shares 57,057 $2.04M 0.07% +13,097 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: 6,086 shares; 2024Q4: 6,296 shares; 2025Q1: 6,894 shares; 2025Q2: 8,305 shares; 2025Q3: 7,888 shares; 2025Q4: 7,772 shares; 2026Q1: 11,612 shares; 2026Q2: 7,819 shares 7,819 $2.04M 0.07% -3,793 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: 7,187 shares; 2024Q4: 7,033 shares; 2025Q1: 8,746 shares; 2025Q2: 11,681 shares; 2025Q3: 9,783 shares; 2025Q4: 9,455 shares; 2026Q1: 11,331 shares; 2026Q2: 11,103 shares 11,103 $2.01M 0.07% -228 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,044 shares; 2024Q4: 23,939 shares; 2025Q1: 22,042 shares; 2025Q2: 30,954 shares; 2025Q3: 49,173 shares; 2025Q4: 61,516 shares; 2026Q1: 54,720 shares; 2026Q2: 53,556 shares 53,556 $2M 0.07% -1,164 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 80,289 shares; 2025Q4: 73,252 shares; 2026Q1: 66,892 shares; 2026Q2: 57,179 shares 57,179 $1.99M 0.07% -9,713 Timeline DISV 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: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 41,261 shares; 2025Q3: 40,557 shares; 2025Q4: 42,743 shares; 2026Q1: 37,507 shares; 2026Q2: 49,268 shares 49,268 $1.98M 0.07% +11,761 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: 3,164 shares; 2024Q4: 3,566 shares; 2025Q1: 4,171 shares; 2025Q2: 4,858 shares; 2025Q3: 4,706 shares; 2025Q4: 5,924 shares; 2026Q1: 6,639 shares; 2026Q2: 5,817 shares 5,817 $1.97M 0.07% -822 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: 1,936 shares; 2024Q4: 2,248 shares; 2025Q1: 2,609 shares; 2025Q2: 4,841 shares; 2025Q3: 5,544 shares; 2025Q4: 7,273 shares; 2026Q1: 7,116 shares; 2026Q2: 5,695 shares 5,695 $1.94M 0.07% -1,421 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 2,300 shares; 2025Q1: 2,529 shares; 2025Q2: 2,613 shares; 2025Q3: 2,301 shares; 2025Q4: 3,303 shares; 2026Q1: 4,988 shares; 2026Q2: 3,795 shares 3,795 $1.93M 0.07% -1,193 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: 7,253 shares; 2024Q4: 7,798 shares; 2025Q1: 7,977 shares; 2025Q2: 8,378 shares; 2025Q3: 8,391 shares; 2025Q4: 9,113 shares; 2026Q1: 14,135 shares; 2026Q2: 7,539 shares 7,539 $1.93M 0.07% -6,596 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: 7,152 shares; 2024Q4: 5,358 shares; 2025Q1: 8,787 shares; 2025Q2: 12,005 shares; 2025Q3: 12,280 shares; 2025Q4: 13,127 shares; 2026Q1: 15,887 shares; 2026Q2: 13,767 shares 13,767 $1.93M 0.07% -2,120 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,556 shares; 2024Q4: 2,793 shares; 2025Q1: 3,579 shares; 2025Q2: 3,025 shares; 2025Q3: 3,059 shares; 2025Q4: 3,756 shares; 2026Q1: 4,660 shares; 2026Q2: 3,938 shares 3,938 $1.91M 0.06% -722 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 8,145 shares; 2025Q1: 14,144 shares; 2025Q2: 13,995 shares; 2025Q3: 15,179 shares; 2025Q4: 18,214 shares; 2026Q1: 19,812 shares; 2026Q2: 23,422 shares 23,422 $1.89M 0.06% +3,610 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: 3,428 shares; 2024Q4: 3,890 shares; 2025Q1: 6,429 shares; 2025Q2: 8,475 shares; 2025Q3: 8,892 shares; 2025Q4: 10,668 shares; 2026Q1: 14,144 shares; 2026Q2: 10,697 shares 10,697 $1.89M 0.06% -3,447 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,491 shares; 2024Q4: 4,164 shares; 2025Q1: 3,289 shares; 2025Q2: 4,070 shares; 2025Q3: 5,339 shares; 2025Q4: 6,204 shares; 2026Q1: 6,185 shares; 2026Q2: 118,305 shares 118,305 $1.88M 0.06% +112,120 Timeline DGCB 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: 20,726 shares; 2024Q4: 25,316 shares; 2025Q1: 30,040 shares; 2025Q2: 30,821 shares; 2025Q3: 39,111 shares; 2025Q4: 38,931 shares; 2026Q1: 34,697 shares; 2026Q2: 34,255 shares 34,255 $1.87M 0.06% -442 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,562 shares; 2024Q4: 91,086 shares; 2025Q1: 93,644 shares; 2025Q2: 97,200 shares; 2025Q3: 72,942 shares; 2025Q4: 58,829 shares; 2026Q1: 61,629 shares; 2026Q2: 70,413 shares 70,413 $1.85M 0.06% +8,784 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: 2,664 shares; 2024Q4: 3,536 shares; 2025Q1: 4,642 shares; 2025Q2: 4,304 shares; 2025Q3: 4,495 shares; 2025Q4: 5,050 shares; 2026Q1: 6,545 shares; 2026Q2: 6,578 shares 6,578 $1.85M 0.06% +33 Timeline FLTR 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: 588 shares; 2024Q4: 598 shares; 2025Q1: 479 shares; 2025Q2: 485 shares; 2025Q3: 491 shares; 2025Q4: 499 shares; 2026Q1: 1,015 shares; 2026Q2: 72,025 shares 72,025 $1.84M 0.06% +71,010 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,145 shares; 2026Q2: 48,560 shares 48,560 $1.84M 0.06% -2,585 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,830 shares; 2024Q4: 32,263 shares; 2025Q1: 30,973 shares; 2025Q2: 30,422 shares; 2025Q3: 29,049 shares; 2025Q4: 33,292 shares; 2026Q1: 35,546 shares; 2026Q2: 36,857 shares 36,857 $1.84M 0.06% +1,311 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: 31,130 shares; 2024Q4: 33,915 shares; 2025Q1: 34,415 shares; 2025Q2: 36,865 shares; 2025Q3: 37,175 shares; 2025Q4: 56,435 shares; 2026Q1: 46,541 shares; 2026Q2: 50,031 shares 50,031 $1.83M 0.06% +3,490 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,339 shares; 2024Q4: 1,419 shares; 2025Q1: 1,908 shares; 2025Q2: 4,000 shares; 2025Q3: 4,413 shares; 2025Q4: 4,981 shares; 2026Q1: 7,036 shares; 2026Q2: 5,425 shares 5,425 $1.82M 0.06% -1,611 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 226 shares; 2025Q1: 55 shares; 2025Q2: 57 shares; 2025Q3: 563 shares; 2025Q4: 919 shares; 2026Q1: 9,095 shares; 2026Q2: 11,163 shares 11,163 $1.8M 0.06% +2,068 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: 566 shares; 2024Q4: 1,830 shares; 2025Q1: 498 shares; 2025Q2: 994 shares; 2025Q3: 8,364 shares; 2025Q4: 8,585 shares; 2026Q1: 34,912 shares; 2026Q2: 35,633 shares 35,633 $1.8M 0.06% +721 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,807 shares; 2024Q4: 15,582 shares; 2025Q1: 18,420 shares; 2025Q2: 12,263 shares; 2025Q3: 12,787 shares; 2025Q4: 10,430 shares; 2026Q1: 18,816 shares; 2026Q2: 12,108 shares 12,108 $1.78M 0.06% -6,708 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 607 shares; 2025Q2: 615 shares; 2025Q3: 4,009 shares; 2025Q4: 6,460 shares; 2026Q1: 31,030 shares; 2026Q2: 48,212 shares 48,212 $1.75M 0.06% +17,182 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,039 shares; 2024Q4: 36,612 shares; 2025Q1: 37,839 shares; 2025Q2: 50,689 shares; 2025Q3: 48,370 shares; 2025Q4: 47,196 shares; 2026Q1: 57,789 shares; 2026Q2: 51,400 shares 51,400 $1.75M 0.06% -6,389 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 193 shares; 2025Q1: 508 shares; 2025Q2: 21,183 shares; 2025Q3: 25,414 shares; 2025Q4: 23,125 shares; 2026Q1: 23,075 shares; 2026Q2: 20,470 shares 20,470 $1.72M 0.06% -2,605 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392 shares; 2024Q4: 4,542 shares; 2025Q1: 8,780 shares; 2025Q2: 30,403 shares; 2025Q3: 41,259 shares; 2025Q4: 75,227 shares; 2026Q1: 80,435 shares; 2026Q2: 88,591 shares 88,591 $1.72M 0.06% +8,156 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: 2,049 shares; 2024Q4: 1,845 shares; 2025Q1: 2,464 shares; 2025Q2: 5,835 shares; 2025Q3: 6,923 shares; 2025Q4: 7,350 shares; 2026Q1: 8,249 shares; 2026Q2: 6,963 shares 6,963 $1.71M 0.06% -1,286 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195 shares; 2024Q4: 329 shares; 2025Q1: 353 shares; 2025Q2: 2,573 shares; 2025Q3: 3,841 shares; 2025Q4: 5,420 shares; 2026Q1: 6,303 shares; 2026Q2: 5,799 shares 5,799 $1.68M 0.06% -504 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: 536 shares; 2024Q4: 536 shares; 2025Q1: 617 shares; 2025Q2: 17,365 shares; 2025Q3: 18,514 shares; 2025Q4: 913 shares; 2026Q1: 7,774 shares; 2026Q2: 9,466 shares 9,466 $1.67M 0.06% +1,692 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: 6,589 shares; 2024Q4: 7,604 shares; 2025Q1: 7,139 shares; 2025Q2: 7,431 shares; 2025Q3: 9,063 shares; 2025Q4: 28,857 shares; 2026Q1: 36,170 shares; 2026Q2: 28,598 shares 28,598 $1.65M 0.06% -7,572 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,996 shares; 2024Q4: 15,033 shares; 2025Q1: 16,162 shares; 2025Q2: 16,473 shares; 2025Q3: 18,602 shares; 2025Q4: 23,156 shares; 2026Q1: 22,240 shares; 2026Q2: 18,614 shares 18,614 $1.64M 0.06% -3,626 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: 7,022 shares; 2024Q4: 7,507 shares; 2025Q1: 10,011 shares; 2025Q2: 9,273 shares; 2025Q3: 8,640 shares; 2025Q4: 10,309 shares; 2026Q1: 10,639 shares; 2026Q2: 8,797 shares 8,797 $1.63M 0.05% -1,842 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,519 shares; 2026Q2: 26,844 shares 26,844 $1.62M 0.05% +4,325 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: 3,237 shares; 2024Q4: 4,800 shares; 2025Q1: 5,583 shares; 2025Q2: 9,454 shares; 2025Q3: 9,271 shares; 2025Q4: 8,872 shares; 2026Q1: 10,223 shares; 2026Q2: 6,318 shares 6,318 $1.61M 0.05% -3,905 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: 1,863 shares; 2024Q4: 2,007 shares; 2025Q1: 2,035 shares; 2025Q2: 2,401 shares; 2025Q3: 2,247 shares; 2025Q4: 2,281 shares; 2026Q1: 3,796 shares; 2026Q2: 2,133 shares 2,133 $1.61M 0.05% -1,663 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: 28,449 shares; 2024Q4: 15,974 shares; 2025Q1: 12,780 shares; 2025Q2: 12,439 shares; 2025Q3: 11,528 shares; 2025Q4: 10,960 shares; 2026Q1: 10,972 shares; 2026Q2: 10,586 shares 10,586 $1.61M 0.05% -386 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: 6,968 shares; 2025Q1: 4,409 shares; 2025Q2: 9,739 shares; 2025Q3: 10,668 shares; 2025Q4: 12,716 shares; 2026Q1: 12,907 shares; 2026Q2: 9,427 shares 9,427 $1.6M 0.05% -3,480 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,265 shares; 2024Q4: 50,738 shares; 2025Q1: 51,152 shares; 2025Q2: 44,539 shares; 2025Q3: 29,201 shares; 2025Q4: 22,866 shares; 2026Q1: 35,643 shares; 2026Q2: 32,626 shares 32,626 $1.59M 0.05% -3,017 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: 12,509 shares; 2024Q4: 6,875 shares; 2025Q1: 2,422 shares; 2025Q2: 2,870 shares; 2025Q3: 4,229 shares; 2025Q4: 5,152 shares; 2026Q1: 6,055 shares; 2026Q2: 5,042 shares 5,042 $1.58M 0.05% -1,013 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,643 shares; 2024Q4: 21,339 shares; 2025Q1: 33,955 shares; 2025Q2: 29,974 shares; 2025Q3: 30,350 shares; 2025Q4: 26,919 shares; 2026Q1: 29,702 shares; 2026Q2: 23,149 shares 23,149 $1.57M 0.05% -6,553 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,126 shares; 2024Q4: 25,252 shares; 2025Q1: 28,977 shares; 2025Q2: 33,125 shares; 2025Q3: 38,901 shares; 2025Q4: 39,101 shares; 2026Q1: 44,025 shares; 2026Q2: 53,451 shares 53,451 $1.57M 0.05% +9,426 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 837 shares; 2025Q1: 32,390 shares; 2025Q2: 32,798 shares; 2025Q3: 36,067 shares; 2025Q4: 36,550 shares; 2026Q1: 60,993 shares; 2026Q2: 46,463 shares 46,463 $1.53M 0.05% -14,530 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: 6,077 shares; 2024Q4: 7,345 shares; 2025Q1: 6,061 shares; 2025Q2: 5,300 shares; 2025Q3: 5,031 shares; 2025Q4: 5,161 shares; 2026Q1: 6,340 shares; 2026Q2: 7,008 shares 7,008 $1.52M 0.05% +668 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,581 shares; 2024Q4: 41,605 shares; 2025Q1: 41,034 shares; 2025Q2: 37,311 shares; 2025Q3: 30,757 shares; 2025Q4: 29,742 shares; 2026Q1: 30,293 shares; 2026Q2: 30,780 shares 30,780 $1.51M 0.05% +487 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: 1,260 shares; 2024Q4: 1,585 shares; 2025Q1: 2,482 shares; 2025Q2: 7,259 shares; 2025Q3: 15,072 shares; 2025Q4: 35,227 shares; 2026Q1: 29,511 shares; 2026Q2: 23,418 shares 23,418 $1.5M 0.05% -6,093 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,828 shares; 2024Q4: 16,318 shares; 2025Q1: 16,108 shares; 2025Q2: 13,030 shares; 2025Q3: 16,255 shares; 2025Q4: 16,011 shares; 2026Q1: 21,506 shares; 2026Q2: 14,501 shares 14,501 $1.5M 0.05% -7,005 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: 4,695 shares; 2024Q4: 4,934 shares; 2025Q1: 5,460 shares; 2025Q2: 6,858 shares; 2025Q3: 8,088 shares; 2025Q4: 9,439 shares; 2026Q1: 12,446 shares; 2026Q2: 8,851 shares 8,851 $1.5M 0.05% -3,595 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: 843 shares; 2024Q4: 966 shares; 2025Q1: 2,460 shares; 2025Q2: 7,328 shares; 2025Q3: 10,475 shares; 2025Q4: 19,502 shares; 2026Q1: 21,761 shares; 2026Q2: 20,087 shares 20,087 $1.5M 0.05% -1,674 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,660 shares; 2024Q4: 6,398 shares; 2025Q1: 6,760 shares; 2025Q2: 6,748 shares; 2025Q3: 8,045 shares; 2025Q4: 8,003 shares; 2026Q1: 10,391 shares; 2026Q2: 9,133 shares 9,133 $1.49M 0.05% -1,258 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,017 shares; 2024Q4: 38,211 shares; 2025Q1: 29,201 shares; 2025Q2: 27,801 shares; 2025Q3: 74,491 shares; 2025Q4: 66,135 shares; 2026Q1: 62,244 shares; 2026Q2: 50,742 shares 50,742 $1.49M 0.05% -11,502 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,294 shares; 2024Q4: 103,256 shares; 2025Q1: 89,028 shares; 2025Q2: 76,688 shares; 2025Q3: 51,201 shares; 2025Q4: 45,026 shares; 2026Q1: 39,944 shares; 2026Q2: 35,043 shares 35,043 $1.48M 0.05% -4,901 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,957 shares; 2024Q4: 40,088 shares; 2025Q1: 78,366 shares; 2025Q2: 60,757 shares; 2025Q3: 27,628 shares; 2025Q4: 25,474 shares; 2026Q1: 25,825 shares; 2026Q2: 31,831 shares 31,831 $1.47M 0.05% +6,006 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: 3,507 shares; 2024Q4: 3,885 shares; 2025Q1: 4,184 shares; 2025Q2: 6,705 shares; 2025Q3: 11,695 shares; 2025Q4: 15,467 shares; 2026Q1: 16,391 shares; 2026Q2: 13,637 shares 13,637 $1.47M 0.05% -2,754 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,442 shares; 2024Q4: 59,666 shares; 2025Q1: 41,806 shares; 2025Q2: 45,554 shares; 2025Q3: 46,347 shares; 2025Q4: 35,552 shares; 2026Q1: 35,551 shares; 2026Q2: 35,212 shares 35,212 $1.46M 0.05% -339 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,026 shares; 2024Q4: 1,926 shares; 2025Q1: 3,148 shares; 2025Q2: 5,899 shares; 2025Q3: 5,076 shares; 2025Q4: 6,532 shares; 2026Q1: 6,302 shares; 2026Q2: 4,887 shares 4,887 $1.46M 0.05% -1,415 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: 4,112 shares; 2024Q4: 4,017 shares; 2025Q1: 5,005 shares; 2025Q2: 5,667 shares; 2025Q3: 5,759 shares; 2025Q4: 5,768 shares; 2026Q1: 6,729 shares; 2026Q2: 5,334 shares 5,334 $1.45M 0.05% -1,395 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: 352 shares; 2024Q4: 1,348 shares; 2025Q1: 3,648 shares; 2025Q2: 2,667 shares; 2025Q3: 246 shares; 2025Q4: 271 shares; 2026Q1: 18,209 shares; 2026Q2: 14,309 shares 14,309 $1.44M 0.05% -3,900 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,172 shares; 2025Q1: 18,008 shares; 2025Q2: 18,176 shares; 2025Q3: 19,120 shares; 2025Q4: 29,527 shares; 2026Q1: 29,882 shares; 2026Q2: 28,899 shares 28,899 $1.44M 0.05% -983 Timeline DIHP 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: 73,666 shares; 2024Q4: 93,918 shares; 2025Q1: 103,625 shares; 2025Q2: 161,725 shares; 2025Q3: 178,362 shares; 2025Q4: 63,897 shares; 2026Q1: 56,922 shares; 2026Q2: 42,021 shares 42,021 $1.43M 0.05% -14,901 Timeline UPRO 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: 10,404 shares; 2025Q1: 23,804 shares; 2025Q2: 9,325 shares; 2025Q3: 22,613 shares; 2025Q4: 15,586 shares; 2026Q1: 17,568 shares; 2026Q2: 10,101 shares 10,101 $1.43M 0.05% -7,467 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: 25,923 shares; 2024Q4: 20,500 shares; 2025Q1: 12,864 shares; 2025Q2: 14,930 shares; 2025Q3: 15,197 shares; 2025Q4: 14,420 shares; 2026Q1: 19,689 shares; 2026Q2: 15,711 shares 15,711 $1.43M 0.05% -3,978 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: 23,402 shares; 2024Q4: 32,342 shares; 2025Q1: 33,258 shares; 2025Q2: 31,891 shares; 2025Q3: 32,054 shares; 2025Q4: 31,905 shares; 2026Q1: 29,915 shares; 2026Q2: 26,352 shares 26,352 $1.41M 0.05% -3,563 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: 2,170 shares; 2024Q4: 3,753 shares; 2025Q1: 3,670 shares; 2025Q2: 4,660 shares; 2025Q3: 5,042 shares; 2025Q4: 6,059 shares; 2026Q1: 6,844 shares; 2026Q2: 6,183 shares 6,183 $1.4M 0.05% -661 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221 shares; 2024Q4: 1,519 shares; 2025Q1: 2,481 shares; 2025Q2: 2,715 shares; 2025Q3: 2,681 shares; 2025Q4: 2,608 shares; 2026Q1: 4,495 shares; 2026Q2: 8,358 shares 8,358 $1.4M 0.05% +3,863 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: 22,704 shares; 2024Q4: 23,017 shares; 2025Q1: 12,737 shares; 2025Q2: 16,551 shares; 2025Q3: 16,877 shares; 2025Q4: 16,492 shares; 2026Q1: 17,843 shares; 2026Q2: 15,136 shares 15,136 $1.4M 0.05% -2,707 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 211 shares; 2026Q2: 5,007 shares 5,007 $1.38M 0.05% +4,796 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,140 shares; 2026Q1: 7,747 shares; 2026Q2: 40,021 shares 40,021 $1.38M 0.05% +32,274 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: 1,160 shares; 2024Q4: 1,619 shares; 2025Q1: 2,195 shares; 2025Q2: 3,048 shares; 2025Q3: 2,966 shares; 2025Q4: 2,803 shares; 2026Q1: 3,448 shares; 2026Q2: 2,796 shares 2,796 $1.37M 0.05% -652 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,480 shares; 2026Q2: 27,257 shares 27,257 $1.37M 0.05% +19,777 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: 1,679 shares; 2024Q4: 2,723 shares; 2025Q1: 2,428 shares; 2025Q2: 3,146 shares; 2025Q3: 3,391 shares; 2025Q4: 3,283 shares; 2026Q1: 4,339 shares; 2026Q2: 3,447 shares 3,447 $1.37M 0.05% -892 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 476 shares; 2025Q1: 9,846 shares; 2025Q2: 19,045 shares; 2025Q3: 75,131 shares; 2025Q4: 56,102 shares; 2026Q1: 49,760 shares; 2026Q2: 40,431 shares 40,431 $1.37M 0.05% -9,329 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: 5,186 shares; 2024Q4: 4,565 shares; 2025Q1: 6,898 shares; 2025Q2: 15,432 shares; 2025Q3: 18,003 shares; 2025Q4: 17,616 shares; 2026Q1: 21,862 shares; 2026Q2: 17,749 shares 17,749 $1.37M 0.05% -4,113 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: 17,264 shares; 2024Q4: 5,074 shares; 2025Q1: 12,350 shares; 2025Q2: 12,748 shares; 2025Q3: 18,705 shares; 2025Q4: 11,636 shares; 2026Q1: 22,315 shares; 2026Q2: 27,537 shares 27,537 $1.36M 0.05% +5,222 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: 1,575 shares; 2024Q4: 2,078 shares; 2025Q1: 2,739 shares; 2025Q2: 5,644 shares; 2025Q3: 6,206 shares; 2025Q4: 7,193 shares; 2026Q1: 7,075 shares; 2026Q2: 6,793 shares 6,793 $1.36M 0.05% -282 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,259 shares; 2026Q2: 26,710 shares 26,710 $1.35M 0.05% +451 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,261 shares; 2024Q4: 41,465 shares; 2025Q1: 41,312 shares; 2025Q2: 61,716 shares; 2025Q3: 58,661 shares; 2025Q4: 72,098 shares; 2026Q1: 53,443 shares; 2026Q2: 50,868 shares 50,868 $1.34M 0.05% -2,575 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: 4,184 shares; 2024Q4: 4,210 shares; 2025Q1: 5,462 shares; 2025Q2: 5,026 shares; 2025Q3: 4,596 shares; 2025Q4: 3,827 shares; 2026Q1: 4,677 shares; 2026Q2: 4,489 shares 4,489 $1.34M 0.05% -188 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,567 shares; 2024Q4: 61,721 shares; 2025Q1: 67,585 shares; 2025Q2: 24,273 shares; 2025Q3: 21,580 shares; 2025Q4: 20,590 shares; 2026Q1: 20,267 shares; 2026Q2: 12,774 shares 12,774 $1.33M 0.04% -7,493 Timeline EWO ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 1,071 shares; 2026Q2: 30,799 shares 30,799 $1.3M 0.04% +29,728 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: 7,971 shares; 2024Q4: 7,794 shares; 2025Q1: 12,476 shares; 2025Q2: 15,224 shares; 2025Q3: 13,143 shares; 2025Q4: 10,924 shares; 2026Q1: 12,828 shares; 2026Q2: 5,939 shares 5,939 $1.3M 0.04% -6,889 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,263 shares; 2024Q4: 15,027 shares; 2025Q1: 19,445 shares; 2025Q2: 20,273 shares; 2025Q3: 21,040 shares; 2025Q4: 20,198 shares; 2026Q1: 23,269 shares; 2026Q2: 27,356 shares 27,356 $1.3M 0.04% +4,087 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: 642 shares; 2024Q4: 726 shares; 2025Q1: 1,353 shares; 2025Q2: 1,672 shares; 2025Q3: 1,888 shares; 2025Q4: 1,863 shares; 2026Q1: 2,271 shares; 2026Q2: 1,803 shares 1,803 $1.29M 0.04% -468 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316 shares; 2024Q4: 414 shares; 2025Q1: 423 shares; 2025Q2: 949 shares; 2025Q3: 1,057 shares; 2025Q4: 1,201 shares; 2026Q1: 1,875 shares; 2026Q2: 1,545 shares 1,545 $1.28M 0.04% -330 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,496 shares 7,496 $1.28M 0.04% new Timeline QTPI EXCHANGE PLACE ADVISORS TRUS More: the full row for EXCHANGE PLACE ADVISORS TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,677 shares; 2026Q2: 49,728 shares 49,728 $1.27M 0.04% +51 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: 8,513 shares; 2024Q4: 8,821 shares; 2025Q1: 6,001 shares; 2025Q2: 4,537 shares; 2025Q3: 4,433 shares; 2025Q4: 4,512 shares; 2026Q1: 5,777 shares; 2026Q2: 4,683 shares 4,683 $1.27M 0.04% -1,094 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: 2,356 shares; 2024Q4: 2,248 shares; 2025Q1: 1,968 shares; 2025Q2: 1,866 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 2,095 shares; 2026Q2: 1,795 shares 1,795 $1.26M 0.04% -300 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 1,678 shares; 2025Q1: 2,116 shares; 2025Q2: 13,490 shares; 2025Q3: 17,406 shares; 2025Q4: 20,686 shares; 2026Q1: 23,143 shares; 2026Q2: 18,868 shares 18,868 $1.25M 0.04% -4,275 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: 723 shares; 2024Q4: 2,480 shares; 2025Q1: 3,580 shares; 2025Q2: 6,854 shares; 2025Q3: 2,951 shares; 2025Q4: 7,580 shares; 2026Q1: 10,129 shares; 2026Q2: 8,127 shares 8,127 $1.25M 0.04% -2,002 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: 426 shares; 2024Q4: 684 shares; 2025Q1: 891 shares; 2025Q2: 1,111 shares; 2025Q3: 1,138 shares; 2025Q4: 1,180 shares; 2026Q1: 1,255 shares; 2026Q2: 1,270 shares 1,270 $1.24M 0.04% +15 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,310 shares; 2024Q4: 7,005 shares; 2025Q1: 7,005 shares; 2025Q2: 7,005 shares; 2025Q3: 50,881 shares; 2025Q4: 47,798 shares; 2026Q1: 45,398 shares; 2026Q2: 42,163 shares 42,163 $1.22M 0.04% -3,235 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: 2,554 shares; 2024Q4: 2,679 shares; 2025Q1: 2,904 shares; 2025Q2: 3,586 shares; 2025Q3: 4,036 shares; 2025Q4: 4,445 shares; 2026Q1: 4,320 shares; 2026Q2: 3,435 shares 3,435 $1.22M 0.04% -885 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: 8,369 shares; 2024Q4: 9,071 shares; 2025Q1: 10,617 shares; 2025Q2: 10,511 shares; 2025Q3: 9,946 shares; 2025Q4: 12,630 shares; 2026Q1: 14,147 shares; 2026Q2: 13,786 shares 13,786 $1.21M 0.04% -361 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: 3,243 shares; 2025Q1: 3,785 shares; 2025Q2: 3,924 shares; 2025Q3: 4,522 shares; 2025Q4: 4,476 shares; 2026Q1: 3,999 shares; 2026Q2: 3,305 shares 3,305 $1.21M 0.04% -694 Timeline LCTU 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: 17,395 shares; 2024Q4: 16,765 shares; 2025Q1: 14,517 shares; 2025Q2: 14,816 shares; 2025Q3: 14,120 shares; 2025Q4: 14,517 shares; 2026Q1: 13,435 shares; 2026Q2: 15,036 shares 15,036 $1.21M 0.04% +1,601 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: 8,212 shares; 2024Q4: 4,856 shares; 2025Q1: 3,852 shares; 2025Q2: 12,400 shares; 2025Q3: 12,890 shares; 2025Q4: 14,317 shares; 2026Q1: 16,447 shares; 2026Q2: 12,856 shares 12,856 $1.2M 0.04% -3,591 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,020 shares; 2024Q4: 5,061 shares; 2025Q1: 5,407 shares; 2025Q2: 6,384 shares; 2025Q3: 5,825 shares; 2025Q4: 5,948 shares; 2026Q1: 9,418 shares; 2026Q2: 5,584 shares 5,584 $1.19M 0.04% -3,834 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112 shares; 2024Q4: 5,298 shares; 2025Q1: 633 shares; 2025Q2: 9,978 shares; 2025Q3: 59,363 shares; 2025Q4: 45,013 shares; 2026Q1: 40,791 shares; 2026Q2: 32,862 shares 32,862 $1.19M 0.04% -7,929 Timeline CEF 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: 30,416 shares; 2024Q4: 30,416 shares; 2025Q1: 30,416 shares; 2025Q2: 30,416 shares; 2025Q3: 30,416 shares; 2025Q4: 25,274 shares; 2026Q1: 29,133 shares; 2026Q2: 29,499 shares 29,499 $1.19M 0.04% +366 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,975 shares; 2024Q4: 7,971 shares; 2025Q1: 11,805 shares; 2025Q2: 11,575 shares; 2025Q3: 50,535 shares; 2025Q4: 75,820 shares; 2026Q1: 89,298 shares; 2026Q2: 69,390 shares 69,390 $1.17M 0.04% -19,908 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: 9,023 shares; 2024Q4: 9,454 shares; 2025Q1: 6,303 shares; 2025Q2: 8,787 shares; 2025Q3: 11,070 shares; 2025Q4: 12,817 shares; 2026Q1: 13,254 shares; 2026Q2: 8,618 shares 8,618 $1.17M 0.04% -4,636 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: 4,707 shares; 2024Q4: 5,042 shares; 2025Q1: 5,735 shares; 2025Q2: 5,883 shares; 2025Q3: 6,020 shares; 2025Q4: 6,264 shares; 2026Q1: 8,809 shares; 2026Q2: 6,994 shares 6,994 $1.17M 0.04% -1,815 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,808 shares; 2024Q4: 5,637 shares; 2025Q1: 3,241 shares; 2025Q2: 4,188 shares; 2025Q3: 4,661 shares; 2025Q4: 4,156 shares; 2026Q1: 5,149 shares; 2026Q2: 3,854 shares 3,854 $1.16M 0.04% -1,295 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,906 shares; 2024Q4: 51,549 shares; 2025Q1: 33,849 shares; 2025Q2: 35,164 shares; 2025Q3: 50,807 shares; 2025Q4: 57,704 shares; 2026Q1: 52,828 shares; 2026Q2: 47,629 shares 47,629 $1.15M 0.04% -5,199 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: 5,229 shares; 2024Q4: 5,594 shares; 2025Q1: 12,742 shares; 2025Q2: 10,473 shares; 2025Q3: 6,422 shares; 2025Q4: 9,392 shares; 2026Q1: 9,366 shares; 2026Q2: 7,238 shares 7,238 $1.15M 0.04% -2,128 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: 10,639 shares; 2024Q4: 10,658 shares; 2025Q1: 10,604 shares; 2025Q2: 14,342 shares; 2025Q3: 12,559 shares; 2025Q4: 12,175 shares; 2026Q1: 18,832 shares; 2026Q2: 11,669 shares 11,669 $1.15M 0.04% -7,163 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: 2,453 shares; 2024Q4: 2,701 shares; 2025Q1: 3,336 shares; 2025Q2: 4,747 shares; 2025Q3: 4,861 shares; 2025Q4: 3,870 shares; 2026Q1: 17,831 shares; 2026Q2: 9,771 shares 9,771 $1.15M 0.04% -8,060 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: 3,201 shares; 2024Q4: 3,305 shares; 2025Q1: 6,688 shares; 2025Q2: 6,626 shares; 2025Q3: 6,479 shares; 2025Q4: 6,569 shares; 2026Q1: 7,169 shares; 2026Q2: 5,038 shares 5,038 $1.14M 0.04% -2,131 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: 11,906 shares; 2024Q4: 12,852 shares; 2025Q1: 13,720 shares; 2025Q2: 9,218 shares; 2025Q3: 9,559 shares; 2025Q4: 8,977 shares; 2026Q1: 11,403 shares; 2026Q2: 8,942 shares 8,942 $1.13M 0.04% -2,461 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,134 shares; 2024Q4: 28,260 shares; 2025Q1: 30,620 shares; 2025Q2: 30,357 shares; 2025Q3: 28,442 shares; 2025Q4: 28,010 shares; 2026Q1: 37,935 shares; 2026Q2: 23,220 shares 23,220 $1.13M 0.04% -14,715 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: 489 shares; 2024Q4: 746 shares; 2025Q1: 713 shares; 2025Q2: 868 shares; 2025Q3: 765 shares; 2025Q4: 863 shares; 2026Q1: 1,326 shares; 2026Q2: 1,156 shares 1,156 $1.11M 0.04% -170 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: 6,125 shares; 2024Q4: 5,826 shares; 2025Q1: 5,643 shares; 2025Q2: 5,338 shares; 2025Q3: 4,407 shares; 2025Q4: 3,616 shares; 2026Q1: 6,909 shares; 2026Q2: 3,614 shares 3,614 $1.11M 0.04% -3,295 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: 5,257 shares; 2024Q4: 5,277 shares; 2025Q1: 5,501 shares; 2025Q2: 6,026 shares; 2025Q3: 6,023 shares; 2025Q4: 5,956 shares; 2026Q1: 9,603 shares; 2026Q2: 5,172 shares 5,172 $1.1M 0.04% -4,431 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 880 shares; 2025Q1: 1,474 shares; 2025Q2: 2,589 shares; 2025Q3: 4,615 shares; 2025Q4: 8,314 shares; 2026Q1: 8,623 shares; 2026Q2: 7,660 shares 7,660 $1.1M 0.04% -963 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: 6,114 shares; 2024Q4: 6,190 shares; 2025Q1: 6,601 shares; 2025Q2: 8,950 shares; 2025Q3: 8,449 shares; 2025Q4: 7,392 shares; 2026Q1: 11,953 shares; 2026Q2: 8,443 shares 8,443 $1.1M 0.04% -3,510 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: 282 shares; 2024Q4: 452 shares; 2025Q1: 469 shares; 2025Q2: 490 shares; 2025Q3: 741 shares; 2025Q4: 1,276 shares; 2026Q1: 807 shares; 2026Q2: 1,701 shares 1,701 $1.09M 0.04% +894 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,964 shares; 2024Q4: 51,024 shares; 2025Q1: 39,389 shares; 2025Q2: 49,474 shares; 2025Q3: 48,661 shares; 2025Q4: 47,501 shares; 2026Q1: 72,646 shares; 2026Q2: 42,918 shares 42,918 $1.08M 0.04% -29,728 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,891 shares; 2024Q4: 1,952 shares; 2025Q1: 2,301 shares; 2025Q2: 3,022 shares; 2025Q3: 3,155 shares; 2025Q4: 3,237 shares; 2026Q1: 5,081 shares; 2026Q2: 3,057 shares 3,057 $1.07M 0.04% -2,024 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,300 shares; 2026Q1: 29,300 shares; 2026Q2: 29,300 shares 29,300 $1.07M 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,356 shares; 2024Q4: 7,428 shares; 2025Q1: 8,510 shares; 2025Q2: 8,778 shares; 2025Q3: 9,387 shares; 2025Q4: 9,193 shares; 2026Q1: 11,249 shares; 2026Q2: 6,808 shares 6,808 $1.07M 0.04% -4,441 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,814 shares; 2026Q2: 37,222 shares 37,222 $1.06M 0.04% +408 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,591 shares; 2024Q4: 17,844 shares; 2025Q1: 20,348 shares; 2025Q2: 23,686 shares; 2025Q3: 25,917 shares; 2025Q4: 26,418 shares; 2026Q1: 27,179 shares; 2026Q2: 28,702 shares 28,702 $1.06M 0.04% +1,523 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: 3,042 shares; 2024Q4: 3,091 shares; 2025Q1: 3,749 shares; 2025Q2: 3,934 shares; 2025Q3: 3,770 shares; 2025Q4: 5,273 shares; 2026Q1: 6,102 shares; 2026Q2: 4,741 shares 4,741 $1.06M 0.04% -1,361 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: 1,139 shares; 2024Q4: 4,430 shares; 2025Q1: 4,264 shares; 2025Q2: 4,210 shares; 2025Q3: 4,366 shares; 2025Q4: 3,987 shares; 2026Q1: 4,391 shares; 2026Q2: 13,020 shares 13,020 $1.05M 0.04% +8,629 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 13,871 shares; 2026Q1: 21,845 shares; 2026Q2: 20,782 shares 20,782 $1.05M 0.04% -1,063 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,008 shares; 2024Q4: 1,986 shares; 2025Q1: 2,194 shares; 2025Q2: 2,439 shares; 2025Q3: 2,452 shares; 2025Q4: 4,247 shares; 2026Q1: 4,312 shares; 2026Q2: 6,205 shares 6,205 $1.03M 0.03% +1,893 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: 16,332 shares; 2024Q4: 21,723 shares; 2025Q1: 22,696 shares; 2025Q2: 24,365 shares; 2025Q3: 25,186 shares; 2025Q4: 26,684 shares; 2026Q1: 29,186 shares; 2026Q2: 24,327 shares 24,327 $1.03M 0.03% -4,859 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: 8,113 shares; 2024Q4: 8,961 shares; 2025Q1: 11,434 shares; 2025Q2: 18,007 shares; 2025Q3: 17,940 shares; 2025Q4: 17,045 shares; 2026Q1: 16,582 shares; 2026Q2: 13,823 shares 13,823 $1.03M 0.03% -2,759 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,503 shares; 2024Q4: 4,854 shares; 2025Q1: 5,735 shares; 2025Q2: 6,180 shares; 2025Q3: 57,186 shares; 2025Q4: 47,598 shares; 2026Q1: 41,432 shares; 2026Q2: 36,940 shares 36,940 $1.02M 0.03% -4,492 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488 shares; 2024Q4: 1,275 shares; 2025Q1: 1,842 shares; 2025Q2: 10,877 shares; 2025Q3: 12,622 shares; 2025Q4: 13,261 shares; 2026Q1: 13,070 shares; 2026Q2: 9,004 shares 9,004 $1.02M 0.03% -4,066 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,097 shares; 2024Q4: 22,160 shares; 2025Q1: 20,848 shares; 2025Q2: 19,181 shares; 2025Q3: 49,877 shares; 2025Q4: 46,597 shares; 2026Q1: 44,493 shares; 2026Q2: 38,425 shares 38,425 $1.02M 0.03% -6,068 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 450 shares; 2025Q1: 633 shares; 2025Q2: 8,566 shares; 2025Q3: 9,288 shares; 2025Q4: 4,905 shares; 2026Q1: 4,186 shares; 2026Q2: 4,140 shares 4,140 $1.02M 0.03% -46 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: 5,882 shares; 2024Q4: 7,324 shares; 2025Q1: 10,450 shares; 2025Q2: 15,276 shares; 2025Q3: 15,929 shares; 2025Q4: 18,143 shares; 2026Q1: 26,485 shares; 2026Q2: 22,281 shares 22,281 $1.01M 0.03% -4,204 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,783 shares; 2025Q3: 9,861 shares; 2025Q4: 12,973 shares; 2026Q1: 16,079 shares; 2026Q2: 18,971 shares 18,971 $1M 0.03% +2,892 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 259 shares; 2025Q1: 257 shares; 2025Q2: 1,087 shares; 2025Q3: 872 shares; 2025Q4: 812 shares; 2026Q1: 6,599 shares; 2026Q2: 12,416 shares 12,416 $1M 0.03% +5,817 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506 shares; 2024Q4: 652 shares; 2025Q1: 905 shares; 2025Q2: 1,557 shares; 2025Q3: 1,923 shares; 2025Q4: 2,137 shares; 2026Q1: 2,751 shares; 2026Q2: 2,946 shares 2,946 $996K 0.03% +195 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: 17,041 shares; 2024Q4: 56,243 shares; 2025Q1: 55,602 shares; 2025Q2: 55,616 shares; 2025Q3: 49,072 shares; 2025Q4: 49,182 shares; 2026Q1: 52,892 shares; 2026Q2: 51,741 shares 51,741 $989K 0.03% -1,151 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: 1,036 shares; 2024Q4: 1,295 shares; 2025Q1: 3,165 shares; 2025Q2: 4,438 shares; 2025Q3: 4,912 shares; 2025Q4: 5,664 shares; 2026Q1: 7,837 shares; 2026Q2: 6,766 shares 6,766 $979K 0.03% -1,071 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,030 shares; 2025Q1: 9,761 shares; 2025Q2: 3,032 shares; 2025Q3: 3,032 shares; 2025Q4: 7,027 shares; 2026Q1: 8,966 shares; 2026Q2: 3,613 shares 3,613 $978K 0.03% -5,353 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,104 shares; 2024Q4: 25,622 shares; 2025Q1: 21,921 shares; 2025Q2: 21,799 shares; 2025Q3: 13,641 shares; 2025Q4: 15,589 shares; 2026Q1: 18,820 shares; 2026Q2: 11,824 shares 11,824 $977K 0.03% -6,996 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,263 shares; 2024Q4: 4,155 shares; 2025Q1: 4,039 shares; 2025Q2: 4,889 shares; 2025Q3: 5,248 shares; 2025Q4: 5,210 shares; 2026Q1: 6,273 shares; 2026Q2: 5,740 shares 5,740 $973K 0.03% -533 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,451 shares; 2024Q4: 4,472 shares; 2025Q1: 5,786 shares; 2025Q2: 9,469 shares; 2025Q3: 11,222 shares; 2025Q4: 14,264 shares; 2026Q1: 10,629 shares; 2026Q2: 3,819 shares 3,819 $972K 0.03% -6,810 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877 shares; 2024Q4: 5,129 shares; 2025Q1: 6,390 shares; 2025Q2: 7,420 shares; 2025Q3: 7,733 shares; 2025Q4: 7,720 shares; 2026Q1: 8,524 shares; 2026Q2: 8,451 shares 8,451 $971K 0.03% -73 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,659 shares; 2025Q2: 9,689 shares; 2025Q3: 9,762 shares; 2025Q4: 9,883 shares; 2026Q1: 9,883 shares; 2026Q2: 9,913 shares 9,913 $967K 0.03% +30 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,464 shares; 2026Q2: 16,355 shares 16,355 $962K 0.03% +14,891 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366 shares; 2024Q4: 370 shares; 2025Q1: 471 shares; 2025Q2: 524 shares; 2025Q3: 542 shares; 2025Q4: 749 shares; 2026Q1: 734 shares; 2026Q2: 690 shares 690 $954K 0.03% -44 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: 7,896 shares; 2024Q4: 29,769 shares; 2025Q1: 6,786 shares; 2025Q2: 6,701 shares; 2025Q3: 6,224 shares; 2025Q4: 6,662 shares; 2026Q1: 10,889 shares; 2026Q2: 10,397 shares 10,397 $937K 0.03% -492 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: 20,758 shares; 2024Q4: 21,923 shares; 2025Q1: 20,593 shares; 2025Q2: 17,584 shares; 2025Q3: 13,423 shares; 2025Q4: 25,127 shares; 2026Q1: 16,703 shares; 2026Q2: 17,525 shares 17,525 $931K 0.03% +822 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471 shares; 2024Q4: 1,628 shares; 2025Q1: 3,249 shares; 2025Q2: 4,762 shares; 2025Q3: 4,836 shares; 2025Q4: 5,477 shares; 2026Q1: 7,001 shares; 2026Q2: 4,481 shares 4,481 $927K 0.03% -2,520 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 989 shares; 2024Q4: 3,253 shares; 2025Q1: 2,002 shares; 2025Q2: 3,557 shares; 2025Q3: 5,107 shares; 2025Q4: 6,107 shares; 2026Q1: 7,377 shares; 2026Q2: 6,803 shares 6,803 $922K 0.03% -574 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: 9,099 shares; 2024Q4: 7,241 shares; 2025Q1: 4,529 shares; 2025Q2: 3,485 shares; 2025Q3: 3,485 shares; 2025Q4: 10,018 shares; 2026Q1: 13,447 shares; 2026Q2: 13,467 shares 13,467 $921K 0.03% +20 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: 1,803 shares; 2024Q4: 2,041 shares; 2025Q1: 3,920 shares; 2025Q2: 6,829 shares; 2025Q3: 6,949 shares; 2025Q4: 6,052 shares; 2026Q1: 7,596 shares; 2026Q2: 6,292 shares 6,292 $919K 0.03% -1,304 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: 100 shares; 2024Q4: 4,175 shares; 2025Q1: 8,575 shares; 2025Q2: 9,025 shares; 2025Q3: 9,525 shares; 2025Q4: 8,982 shares; 2026Q1: 8,967 shares; 2026Q2: 9,146 shares 9,146 $899K 0.03% +179 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,571 shares; 2024Q4: 3,637 shares; 2025Q1: 3,832 shares; 2025Q2: 5,008 shares; 2025Q3: 5,269 shares; 2025Q4: 5,307 shares; 2026Q1: 7,958 shares; 2026Q2: 3,754 shares 3,754 $895K 0.03% -4,204 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 195 shares; 2025Q2: 38,866 shares; 2025Q3: 42,720 shares; 2025Q4: 20,767 shares; 2026Q1: 20,168 shares; 2026Q2: 19,858 shares 19,858 $893K 0.03% -310 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: 9,082 shares; 2024Q4: 9,242 shares; 2025Q1: 10,112 shares; 2025Q2: 11,475 shares; 2025Q3: 11,390 shares; 2025Q4: 11,885 shares; 2026Q1: 12,354 shares; 2026Q2: 11,091 shares 11,091 $891K 0.03% -1,263 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: 111 shares; 2024Q4: 135 shares; 2025Q1: 162 shares; 2025Q2: 210 shares; 2025Q3: 245 shares; 2025Q4: 253 shares; 2026Q1: 307 shares; 2026Q2: 4,989 shares 4,989 $889K 0.03% +4,682 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,804 shares; 2025Q4: 7,629 shares; 2026Q1: 10,653 shares; 2026Q2: 20,681 shares 20,681 $877K 0.03% +10,028 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,935 shares; 2024Q4: 31,265 shares; 2025Q1: 31,689 shares; 2025Q2: 31,991 shares; 2025Q3: 31,902 shares; 2025Q4: 10,280 shares; 2026Q1: 19,116 shares; 2026Q2: 10,115 shares 10,115 $877K 0.03% -9,001 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,407 shares; 2024Q4: 6,864 shares; 2025Q1: 6,226 shares; 2025Q2: 5,986 shares; 2025Q3: 5,701 shares; 2025Q4: 5,848 shares; 2026Q1: 5,330 shares; 2026Q2: 6,156 shares 6,156 $876K 0.03% +826 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: 818 shares; 2024Q4: 852 shares; 2025Q1: 857 shares; 2025Q2: 1,960 shares; 2025Q3: 1,988 shares; 2025Q4: 4,411 shares; 2026Q1: 4,024 shares; 2026Q2: 2,889 shares 2,889 $875K 0.03% -1,135 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 1,048 shares; 2025Q1: 1,132 shares; 2025Q2: 1,410 shares; 2025Q3: 1,492 shares; 2025Q4: 10,609 shares; 2026Q1: 12,076 shares; 2026Q2: 8,806 shares 8,806 $874K 0.03% -3,270 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: 45,129 shares; 2024Q4: 48,632 shares; 2025Q1: 6,400 shares; 2025Q2: 5,588 shares; 2025Q3: 3,619 shares; 2025Q4: 3,601 shares; 2026Q1: 4,382 shares; 2026Q2: 3,461 shares 3,461 $873K 0.03% -921 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: 9,277 shares; 2024Q4: 9,740 shares; 2025Q1: 10,379 shares; 2025Q2: 10,277 shares; 2025Q3: 10,933 shares; 2025Q4: 10,435 shares; 2026Q1: 13,718 shares; 2026Q2: 12,128 shares 12,128 $873K 0.03% -1,590 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,961 shares; 2024Q4: 19,196 shares; 2025Q1: 17,110 shares; 2025Q2: 16,637 shares; 2025Q3: 42,680 shares; 2025Q4: 40,778 shares; 2026Q1: 39,184 shares; 2026Q2: 35,357 shares 35,357 $872K 0.03% -3,827 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,473 shares; 2024Q4: 7,976 shares; 2025Q1: 8,362 shares; 2025Q2: 8,758 shares; 2025Q3: 8,643 shares; 2025Q4: 12,012 shares; 2026Q1: 12,360 shares; 2026Q2: 15,055 shares 15,055 $869K 0.03% +2,695 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: 1,553 shares; 2024Q4: 1,453 shares; 2025Q1: 1,586 shares; 2025Q2: 1,749 shares; 2025Q3: 1,874 shares; 2025Q4: 1,749 shares; 2026Q1: 2,684 shares; 2026Q2: 1,715 shares 1,715 $860K 0.03% -969 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: 4,261 shares; 2024Q4: 7,321 shares; 2025Q1: 5,709 shares; 2025Q2: 9,216 shares; 2025Q3: 9,317 shares; 2025Q4: 14,965 shares; 2026Q1: 16,241 shares; 2026Q2: 14,227 shares 14,227 $859K 0.03% -2,014 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,484 shares; 2024Q4: 1,541 shares; 2025Q1: 2,918 shares; 2025Q2: 8,522 shares; 2025Q3: 10,343 shares; 2025Q4: 12,297 shares; 2026Q1: 13,928 shares; 2026Q2: 9,120 shares 9,120 $852K 0.03% -4,808 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,186 shares; 2024Q4: 1,348 shares; 2025Q1: 1,014 shares; 2025Q2: 1,430 shares; 2025Q3: 1,533 shares; 2025Q4: 1,791 shares; 2026Q1: 1,874 shares; 2026Q2: 2,255 shares 2,255 $846K 0.03% +381 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: 2,336 shares; 2024Q4: 2,487 shares; 2025Q1: 2,780 shares; 2025Q2: 2,925 shares; 2025Q3: 2,911 shares; 2025Q4: 2,705 shares; 2026Q1: 4,552 shares; 2026Q2: 3,764 shares 3,764 $843K 0.03% -788 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108 shares; 2024Q4: 196 shares; 2025Q1: 397 shares; 2025Q2: 1,156 shares; 2025Q3: 3,500 shares; 2025Q4: 595 shares; 2026Q1: 3,199 shares; 2026Q2: 3,674 shares 3,674 $840K 0.03% +475 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: 668 shares; 2024Q4: 682 shares; 2025Q1: 920 shares; 2025Q2: 1,009 shares; 2025Q3: 1,158 shares; 2025Q4: 1,584 shares; 2026Q1: 2,638 shares; 2026Q2: 2,522 shares 2,522 $837K 0.03% -116 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 4,118 shares; 2025Q2: 11,260 shares; 2025Q3: 12,826 shares; 2025Q4: 13,461 shares; 2026Q1: 14,284 shares; 2026Q2: 17,341 shares 17,341 $835K 0.03% +3,057 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: 10,190 shares; 2024Q4: 9,002 shares; 2025Q1: 9,214 shares; 2025Q2: 7,892 shares; 2025Q3: 7,583 shares; 2025Q4: 7,856 shares; 2026Q1: 10,652 shares; 2026Q2: 8,653 shares 8,653 $833K 0.03% -1,999 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648 shares; 2024Q4: 1,129 shares; 2025Q1: 1,393 shares; 2025Q2: 1,930 shares; 2025Q3: 1,892 shares; 2025Q4: 1,542 shares; 2026Q1: 2,877 shares; 2026Q2: 2,039 shares 2,039 $830K 0.03% -838 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: 2,316 shares; 2024Q4: 7,974 shares; 2025Q1: 6,906 shares; 2025Q2: 6,436 shares; 2025Q3: 6,003 shares; 2025Q4: 5,365 shares; 2026Q1: 6,080 shares; 2026Q2: 3,367 shares 3,367 $829K 0.03% -2,713 Timeline FLEE 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: 22,948 shares; 2024Q4: 46,058 shares; 2025Q1: 50,269 shares; 2025Q2: 54,664 shares; 2025Q3: 50,057 shares; 2025Q4: 33,839 shares; 2026Q1: 58,148 shares; 2026Q2: 21,236 shares 21,236 $825K 0.03% -36,912 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: 1,678 shares; 2024Q4: 2,381 shares; 2025Q1: 3,815 shares; 2025Q2: 3,365 shares; 2025Q3: 5,434 shares; 2025Q4: 4,601 shares; 2026Q1: 6,941 shares; 2026Q2: 11,331 shares 11,331 $819K 0.03% +4,390 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: 511 shares; 2024Q4: 508 shares; 2025Q1: 573 shares; 2025Q2: 12,451 shares; 2025Q3: 11,044 shares; 2025Q4: 14,009 shares; 2026Q1: 14,206 shares; 2026Q2: 8,873 shares 8,873 $817K 0.03% -5,333 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,055 shares; 2024Q4: 1,087 shares; 2025Q1: 1,201 shares; 2025Q2: 565 shares; 2025Q3: 665 shares; 2025Q4: 807 shares; 2026Q1: 1,222 shares; 2026Q2: 1,133 shares 1,133 $816K 0.03% -89 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,719 shares; 2024Q4: 34,282 shares; 2025Q1: 33,851 shares; 2025Q2: 37,882 shares; 2025Q3: 43,576 shares; 2025Q4: 45,330 shares; 2026Q1: 48,098 shares; 2026Q2: 35,106 shares 35,106 $813K 0.03% -12,992 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,284 shares; 2024Q4: 10,460 shares; 2025Q1: 10,506 shares; 2025Q2: 6,291 shares; 2025Q3: 6,487 shares; 2025Q4: 5,478 shares; 2026Q1: 10,344 shares; 2026Q2: 5,264 shares 5,264 $812K 0.03% -5,080 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,951 shares; 2024Q4: 2,799 shares; 2025Q1: 3,537 shares; 2025Q2: 4,789 shares; 2025Q3: 6,002 shares; 2025Q4: 6,020 shares; 2026Q1: 6,323 shares; 2026Q2: 5,916 shares 5,916 $809K 0.03% -407 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: 12,131 shares; 2024Q4: 9,820 shares; 2025Q1: 11,609 shares; 2025Q2: 10,965 shares; 2025Q3: 11,499 shares; 2025Q4: 11,192 shares; 2026Q1: 13,013 shares; 2026Q2: 11,176 shares 11,176 $806K 0.03% -1,837 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 956 shares; 2025Q4: 1,251 shares; 2026Q1: 1,320 shares; 2026Q2: 8,093 shares 8,093 $806K 0.03% +6,773 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,279 shares; 2024Q4: 18,683 shares; 2025Q1: 23,859 shares; 2025Q2: 35,715 shares; 2025Q3: 20,800 shares; 2025Q4: 11,727 shares; 2026Q1: 8,695 shares; 2026Q2: 6,327 shares 6,327 $789K 0.03% -2,368 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,424 shares; 2026Q1: 11,380 shares; 2026Q2: 12,542 shares 12,542 $787K 0.03% +1,162 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019 shares; 2024Q4: 1,032 shares; 2025Q1: 1,143 shares; 2025Q2: 1,369 shares; 2025Q3: 1,345 shares; 2025Q4: 1,831 shares; 2026Q1: 2,308 shares; 2026Q2: 1,713 shares 1,713 $786K 0.03% -595 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: 3,689 shares; 2024Q4: 4,866 shares; 2025Q1: 5,541 shares; 2025Q2: 6,077 shares; 2025Q3: 7,596 shares; 2025Q4: 7,147 shares; 2026Q1: 9,548 shares; 2026Q2: 8,564 shares 8,564 $785K 0.03% -984 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 539 shares; 2025Q3: 32,005 shares; 2025Q4: 29,753 shares; 2026Q1: 26,904 shares; 2026Q2: 21,422 shares 21,422 $777K 0.03% -5,482 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633 shares; 2024Q4: 712 shares; 2025Q1: 754 shares; 2025Q2: 1,483 shares; 2025Q3: 1,716 shares; 2025Q4: 1,774 shares; 2026Q1: 2,859 shares; 2026Q2: 2,263 shares 2,263 $773K 0.03% -596 Timeline BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 143 shares; 2025Q1: 12,894 shares; 2025Q2: 17,415 shares; 2025Q3: 17,457 shares; 2025Q4: 52,889 shares; 2026Q1: 74,003 shares; 2026Q2: 74,004 shares 74,004 $764K 0.03% +1 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: 1,715 shares; 2025Q1: 2,174 shares; 2025Q2: 2,101 shares; 2025Q3: 2,353 shares; 2025Q4: 2,412 shares; 2026Q1: 2,861 shares; 2026Q2: 2,400 shares 2,400 $762K 0.03% -461 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: 2,506 shares; 2024Q4: 2,351 shares; 2025Q1: 2,744 shares; 2025Q2: 4,130 shares; 2025Q3: 4,069 shares; 2025Q4: 4,382 shares; 2026Q1: 5,655 shares; 2026Q2: 3,713 shares 3,713 $761K 0.03% -1,942 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,914 shares; 2024Q4: 2,473 shares; 2025Q1: 3,834 shares; 2025Q2: 8,166 shares; 2025Q3: 8,096 shares; 2025Q4: 9,356 shares; 2026Q1: 12,450 shares; 2026Q2: 8,001 shares 8,001 $761K 0.03% -4,449 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 952 shares; 2024Q4: 1,108 shares; 2025Q1: 549 shares; 2025Q2: 3,596 shares; 2025Q3: 4,267 shares; 2025Q4: 5,977 shares; 2026Q1: 5,080 shares; 2026Q2: 4,303 shares 4,303 $757K 0.03% -777 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,144 shares; 2024Q4: 3,706 shares; 2025Q1: 5,173 shares; 2025Q2: 7,766 shares; 2025Q3: 9,438 shares; 2025Q4: 9,412 shares; 2026Q1: 9,970 shares; 2026Q2: 9,584 shares 9,584 $756K 0.03% -386 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,526 shares; 2024Q4: 18,360 shares; 2025Q1: 17,474 shares; 2025Q2: 22,694 shares; 2025Q3: 23,154 shares; 2025Q4: 22,765 shares; 2026Q1: 33,134 shares; 2026Q2: 16,743 shares 16,743 $755K 0.03% -16,391 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,853 shares; 2024Q4: 49,805 shares; 2025Q1: 2,674 shares; 2025Q2: 8,936 shares; 2025Q3: 13,322 shares; 2025Q4: 16,720 shares; 2026Q1: 17,156 shares; 2026Q2: 8,724 shares 8,724 $754K 0.03% -8,432 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: 670 shares; 2024Q4: 717 shares; 2025Q1: 1,050 shares; 2025Q2: 2,052 shares; 2025Q3: 2,234 shares; 2025Q4: 2,012 shares; 2026Q1: 2,869 shares; 2026Q2: 2,280 shares 2,280 $752K 0.03% -589 Timeline ESIM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,023 shares; 2026Q1: 35,354 shares; 2026Q2: 25,185 shares 25,185 $750K 0.03% -10,169 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: 823 shares; 2024Q4: 1,181 shares; 2025Q1: 1,061 shares; 2025Q2: 881 shares; 2025Q3: 862 shares; 2025Q4: 816 shares; 2026Q1: 818 shares; 2026Q2: 6,267 shares 6,267 $749K 0.03% +5,449 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 441 shares; 2025Q1: 163 shares; 2025Q2: 913 shares; 2025Q3: 1,539 shares; 2025Q4: 2,016 shares; 2026Q1: 1,720 shares; 2026Q2: 1,413 shares 1,413 $748K 0.03% -307 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,528 shares; 2024Q4: 1,796 shares; 2025Q1: 2,315 shares; 2025Q2: 2,134 shares; 2025Q3: 3,231 shares; 2025Q4: 3,854 shares; 2026Q1: 4,305 shares; 2026Q2: 2,790 shares 2,790 $748K 0.03% -1,515 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: 17,233 shares; 2024Q4: 17,954 shares; 2025Q1: 18,487 shares; 2025Q2: 27,039 shares; 2025Q3: 27,866 shares; 2025Q4: 24,850 shares; 2026Q1: 27,934 shares; 2026Q2: 18,029 shares 18,029 $745K 0.03% -9,905 Timeline FNGD BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this 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: 19,998 shares 19,998 $743K 0.03% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,294 shares; 2024Q4: 4,112 shares; 2025Q1: 5,527 shares; 2025Q2: 8,630 shares; 2025Q3: 8,381 shares; 2025Q4: 9,535 shares; 2026Q1: 12,629 shares; 2026Q2: 13,228 shares 13,228 $742K 0.03% +599 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,572 shares; 2024Q4: 13,192 shares; 2025Q1: 22,316 shares; 2025Q2: 5,654 shares; 2025Q3: 6,592 shares; 2025Q4: 6,774 shares; 2026Q1: 7,118 shares; 2026Q2: 5,061 shares 5,061 $741K 0.02% -2,057 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,544 shares; 2024Q4: 18,103 shares; 2025Q1: 20,171 shares; 2025Q2: 24,464 shares; 2025Q3: 25,997 shares; 2025Q4: 25,461 shares; 2026Q1: 28,129 shares; 2026Q2: 24,308 shares 24,308 $734K 0.02% -3,821 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: 101,174 shares; 2024Q4: 115,149 shares; 2025Q1: 102,620 shares; 2025Q2: 112,156 shares; 2025Q3: 114,940 shares; 2025Q4: 127,147 shares; 2026Q1: 11,343 shares; 2026Q2: 6,158 shares 6,158 $733K 0.02% -5,185 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,062 shares; 2024Q4: 3,532 shares; 2025Q1: 3,616 shares; 2025Q2: 4,748 shares; 2025Q3: 5,977 shares; 2025Q4: 12,722 shares; 2026Q1: 11,663 shares; 2026Q2: 14,673 shares 14,673 $732K 0.02% +3,010 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: 4,182 shares; 2024Q4: 4,548 shares; 2025Q1: 4,894 shares; 2025Q2: 3,860 shares; 2025Q3: 3,915 shares; 2025Q4: 3,544 shares; 2026Q1: 3,766 shares; 2026Q2: 3,312 shares 3,312 $730K 0.02% -454 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479 shares; 2024Q4: 684 shares; 2025Q1: 970 shares; 2025Q2: 1,695 shares; 2025Q3: 4,080 shares; 2025Q4: 3,911 shares; 2026Q1: 5,712 shares; 2026Q2: 5,408 shares 5,408 $728K 0.02% -304 Timeline DFEV 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: 26,018 shares; 2025Q3: 32,280 shares; 2025Q4: 30,460 shares; 2026Q1: 26,830 shares; 2026Q2: 16,858 shares 16,858 $719K 0.02% -9,972 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: 1,014 shares; 2024Q4: 1,953 shares; 2025Q1: 1,998 shares; 2025Q2: 2,882 shares; 2025Q3: 1,758 shares; 2025Q4: 3,859 shares; 2026Q1: 3,124 shares; 2026Q2: 4,378 shares 4,378 $716K 0.02% +1,254 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232 shares; 2024Q4: 531 shares; 2025Q1: 342 shares; 2025Q2: 457 shares; 2025Q3: 540 shares; 2025Q4: 520 shares; 2026Q1: 797 shares; 2026Q2: 683 shares 683 $712K 0.02% -114 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,269 shares; 2024Q4: 3,633 shares; 2025Q1: 4,291 shares; 2025Q2: 6,565 shares; 2025Q3: 6,784 shares; 2025Q4: 9,607 shares; 2026Q1: 11,206 shares; 2026Q2: 10,137 shares 10,137 $710K 0.02% -1,069 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,818 shares; 2024Q4: 14,614 shares; 2025Q1: 7,637 shares; 2025Q2: 5,601 shares; 2025Q3: 5,604 shares; 2025Q4: 6,653 shares; 2026Q1: 6,097 shares; 2026Q2: 6,044 shares 6,044 $710K 0.02% -53 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,842 shares; 2024Q4: 17,428 shares; 2025Q1: 15,048 shares; 2025Q2: 12,262 shares; 2025Q3: 47,790 shares; 2025Q4: 39,259 shares; 2026Q1: 42,337 shares; 2026Q2: 30,480 shares 30,480 $705K 0.02% -11,857 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: 9,566 shares; 2024Q4: 9,535 shares; 2025Q1: 11,190 shares; 2025Q2: 13,519 shares; 2025Q3: 21,018 shares; 2025Q4: 19,643 shares; 2026Q1: 26,773 shares; 2026Q2: 21,912 shares 21,912 $701K 0.02% -4,861 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: 674 shares; 2024Q4: 702 shares; 2025Q1: 1,064 shares; 2025Q2: 1,856 shares; 2025Q3: 1,781 shares; 2025Q4: 1,608 shares; 2026Q1: 1,844 shares; 2026Q2: 1,370 shares 1,370 $698K 0.02% -474 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,232 shares; 2024Q4: 2,399 shares; 2025Q1: 3,731 shares; 2025Q2: 4,925 shares; 2025Q3: 4,774 shares; 2025Q4: 5,913 shares; 2026Q1: 6,777 shares; 2026Q2: 5,499 shares 5,499 $695K 0.02% -1,278 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,851 shares; 2025Q1: 27,758 shares; 2025Q2: 27,301 shares; 2025Q3: 26,544 shares; 2025Q4: 26,191 shares; 2026Q1: 25,812 shares; 2026Q2: 18,097 shares 18,097 $692K 0.02% -7,715 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,838 shares; 2024Q4: 55,827 shares; 2025Q1: 49,396 shares; 2025Q2: 34,730 shares; 2025Q3: 15,391 shares; 2025Q4: 13,825 shares; 2026Q1: 8,193 shares; 2026Q2: 12,536 shares 12,536 $692K 0.02% +4,343 Timeline DFAW 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: 7,412 shares; 2025Q1: 8,151 shares; 2025Q2: 8,099 shares; 2025Q3: 8,169 shares; 2025Q4: 8,497 shares; 2026Q1: 8,441 shares; 2026Q2: 8,335 shares 8,335 $690K 0.02% -106 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,898 shares; 2024Q4: 9,397 shares; 2025Q1: 9,830 shares; 2025Q2: 9,005 shares; 2025Q3: 5,254 shares; 2025Q4: 4,040 shares; 2026Q1: 7,663 shares; 2026Q2: 5,526 shares 5,526 $688K 0.02% -2,137 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: 1,606 shares; 2024Q4: 2,440 shares; 2025Q1: 2,593 shares; 2025Q2: 3,973 shares; 2025Q3: 4,252 shares; 2025Q4: 5,017 shares; 2026Q1: 6,449 shares; 2026Q2: 3,603 shares 3,603 $686K 0.02% -2,846 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: 2,519 shares; 2024Q4: 2,567 shares; 2025Q1: 4,154 shares; 2025Q2: 4,576 shares; 2025Q3: 3,467 shares; 2025Q4: 3,258 shares; 2026Q1: 5,929 shares; 2026Q2: 6,980 shares 6,980 $686K 0.02% +1,051 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757 shares; 2024Q4: 636 shares; 2025Q1: 687 shares; 2025Q2: 1,136 shares; 2025Q3: 3,496 shares; 2025Q4: 5,361 shares; 2026Q1: 5,990 shares; 2026Q2: 5,532 shares 5,532 $680K 0.02% -458 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,714 shares; 2024Q4: 196,084 shares; 2025Q1: 185,346 shares; 2025Q2: 172,745 shares; 2025Q3: 158,289 shares; 2025Q4: 100,475 shares; 2026Q1: 95,057 shares; 2026Q2: 20,239 shares 20,239 $679K 0.02% -74,818 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,184 shares; 2024Q4: 8,991 shares; 2025Q1: 4,252 shares; 2025Q2: 3,436 shares; 2025Q3: 4,585 shares; 2025Q4: 3,389 shares; 2026Q1: 4,387 shares; 2026Q2: 37,832 shares 37,832 $678K 0.02% +33,445 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: 729 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 22,298 shares; 2025Q4: 21,949 shares; 2026Q1: 19,373 shares; 2026Q2: 14,049 shares 14,049 $676K 0.02% -5,324 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,567 shares; 2024Q4: 3,702 shares; 2025Q1: 2,784 shares; 2025Q2: 4,279 shares; 2025Q3: 4,804 shares; 2025Q4: 5,822 shares; 2026Q1: 6,590 shares; 2026Q2: 4,971 shares 4,971 $676K 0.02% -1,619 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,034 shares; 2025Q1: 12,187 shares; 2025Q2: 36,000 shares; 2025Q3: 23,001 shares; 2025Q4: 26,017 shares; 2026Q1: 15,363 shares; 2026Q2: 15,363 shares 15,363 $674K 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433 shares; 2024Q4: 405 shares; 2025Q1: 566 shares; 2025Q2: 946 shares; 2025Q3: 932 shares; 2025Q4: 1,091 shares; 2026Q1: 1,507 shares; 2026Q2: 1,357 shares 1,357 $674K 0.02% -150 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,590 shares; 2024Q4: 31,728 shares; 2025Q1: 20,918 shares; 2025Q2: 31,996 shares; 2025Q3: 33,801 shares; 2025Q4: 34,679 shares; 2026Q1: 47,567 shares; 2026Q2: 33,857 shares 33,857 $673K 0.02% -13,710 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,496 shares; 2024Q4: 9,385 shares; 2025Q1: 8,244 shares; 2025Q2: 9,613 shares; 2025Q3: 9,875 shares; 2025Q4: 14,033 shares; 2026Q1: 25,425 shares; 2026Q2: 19,348 shares 19,348 $673K 0.02% -6,077 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: 1,627 shares; 2024Q4: 1,908 shares; 2025Q1: 1,072 shares; 2025Q2: 4,275 shares; 2025Q3: 6,020 shares; 2025Q4: 12,334 shares; 2026Q1: 8,831 shares; 2026Q2: 7,776 shares 7,776 $671K 0.02% -1,055 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907 shares; 2024Q4: 1,128 shares; 2025Q1: 1,669 shares; 2025Q2: 2,428 shares; 2025Q3: 2,573 shares; 2025Q4: 3,810 shares; 2026Q1: 18,997 shares; 2026Q2: 11,905 shares 11,905 $671K 0.02% -7,092 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 41,388 shares; 2025Q4: 39,441 shares; 2026Q1: 35,831 shares; 2026Q2: 28,304 shares 28,304 $670K 0.02% -7,527 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: 10,110 shares; 2024Q4: 10,182 shares; 2025Q1: 10,810 shares; 2025Q2: 12,661 shares; 2025Q3: 13,272 shares; 2025Q4: 13,836 shares; 2026Q1: 16,372 shares; 2026Q2: 12,267 shares 12,267 $665K 0.02% -4,105 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: 1,455 shares; 2024Q4: 1,456 shares; 2025Q1: 1,495 shares; 2025Q2: 2,523 shares; 2025Q3: 2,844 shares; 2025Q4: 2,682 shares; 2026Q1: 3,357 shares; 2026Q2: 2,744 shares 2,744 $664K 0.02% -613 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: 33 shares; 2024Q4: 58 shares; 2025Q1: 330 shares; 2025Q2: 8,364 shares; 2025Q3: 9,509 shares; 2025Q4: 3,851 shares; 2026Q1: 1,995 shares; 2026Q2: 1,871 shares 1,871 $663K 0.02% -124 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: 2,514 shares; 2024Q4: 2,838 shares; 2025Q1: 3,032 shares; 2025Q2: 3,401 shares; 2025Q3: 3,303 shares; 2025Q4: 5,714 shares; 2026Q1: 8,543 shares; 2026Q2: 7,917 shares 7,917 $662K 0.02% -626 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: 8,265 shares; 2024Q4: 10,320 shares; 2025Q1: 10,925 shares; 2025Q2: 15,966 shares; 2025Q3: 15,766 shares; 2025Q4: 15,828 shares; 2026Q1: 17,023 shares; 2026Q2: 13,208 shares 13,208 $658K 0.02% -3,815 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: 9,328 shares; 2024Q4: 8,468 shares; 2025Q1: 8,467 shares; 2025Q2: 6,933 shares; 2025Q3: 17,240 shares; 2025Q4: 16,383 shares; 2026Q1: 21,931 shares; 2026Q2: 12,502 shares 12,502 $655K 0.02% -9,429 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324 shares; 2024Q4: 434 shares; 2025Q1: 593 shares; 2025Q2: 750 shares; 2025Q3: 866 shares; 2025Q4: 673 shares; 2026Q1: 812 shares; 2026Q2: 1,468 shares 1,468 $655K 0.02% +656 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,391 shares; 2024Q4: 5,183 shares; 2025Q1: 5,511 shares; 2025Q2: 6,515 shares; 2025Q3: 7,402 shares; 2025Q4: 7,207 shares; 2026Q1: 8,530 shares; 2026Q2: 8,419 shares 8,419 $653K 0.02% -111 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,144 shares; 2024Q4: 3,547 shares; 2025Q1: 2,784 shares; 2025Q2: 3,082 shares; 2025Q3: 2,478 shares; 2025Q4: 2,853 shares; 2026Q1: 3,220 shares; 2026Q2: 3,012 shares 3,012 $653K 0.02% -208 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,268 shares; 2024Q4: 1,455 shares; 2025Q1: 2,309 shares; 2025Q2: 10,936 shares; 2025Q3: 8,728 shares; 2025Q4: 8,611 shares; 2026Q1: 8,315 shares; 2026Q2: 6,784 shares 6,784 $652K 0.02% -1,531 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,867 shares; 2024Q4: 3,419 shares; 2025Q1: 3,609 shares; 2025Q2: 4,861 shares; 2025Q3: 4,751 shares; 2025Q4: 4,516 shares; 2026Q1: 5,399 shares; 2026Q2: 4,437 shares 4,437 $651K 0.02% -962 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: 8,732 shares; 2024Q4: 8,814 shares; 2025Q1: 8,779 shares; 2025Q2: 10,451 shares; 2025Q3: 11,260 shares; 2025Q4: 14,415 shares; 2026Q1: 14,327 shares; 2026Q2: 14,279 shares 14,279 $650K 0.02% -48 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: 2,300 shares; 2024Q4: 2,328 shares; 2025Q1: 2,309 shares; 2025Q2: 2,316 shares; 2025Q3: 2,800 shares; 2025Q4: 2,905 shares; 2026Q1: 2,592 shares; 2026Q2: 2,676 shares 2,676 $649K 0.02% +84 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,027 shares; 2024Q4: 13,062 shares; 2025Q1: 13,062 shares; 2025Q2: 12,407 shares; 2025Q3: 12,407 shares; 2025Q4: 12,407 shares; 2026Q1: 12,407 shares; 2026Q2: 12,073 shares 12,073 $647K 0.02% -334 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: 28,802 shares; 2024Q4: 37,590 shares; 2025Q1: 43,186 shares; 2025Q2: 36,712 shares; 2025Q3: 36,488 shares; 2025Q4: 31,832 shares; 2026Q1: 41,135 shares; 2026Q2: 31,141 shares 31,141 $645K 0.02% -9,994 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,193 shares; 2024Q4: 1,966 shares; 2025Q1: 2,196 shares; 2025Q2: 3,894 shares; 2025Q3: 4,511 shares; 2025Q4: 6,344 shares; 2026Q1: 8,507 shares; 2026Q2: 5,584 shares 5,584 $643K 0.02% -2,923 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,106 shares; 2024Q4: 16,643 shares; 2025Q1: 14,751 shares; 2025Q2: 10,187 shares; 2025Q3: 7,632 shares; 2025Q4: 7,942 shares; 2026Q1: 8,232 shares; 2026Q2: 9,190 shares 9,190 $638K 0.02% +958 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: 2,707 shares; 2024Q4: 3,127 shares; 2025Q1: 2,166 shares; 2025Q2: 3,021 shares; 2025Q3: 3,201 shares; 2025Q4: 3,823 shares; 2026Q1: 6,504 shares; 2026Q2: 4,064 shares 4,064 $637K 0.02% -2,440 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 380 shares; 2025Q1: 936 shares; 2025Q2: 2,931 shares; 2025Q3: 3,136 shares; 2025Q4: 2,154 shares; 2026Q1: 2,177 shares; 2026Q2: 2,517 shares 2,517 $633K 0.02% +340 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557 shares; 2024Q4: 753 shares; 2025Q1: 1,185 shares; 2025Q2: 1,956 shares; 2025Q3: 2,346 shares; 2025Q4: 2,709 shares; 2026Q1: 3,464 shares; 2026Q2: 2,973 shares 2,973 $633K 0.02% -491 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,342 shares; 2024Q4: 15,115 shares; 2025Q1: 9,555 shares; 2025Q2: 11,149 shares; 2025Q3: 11,984 shares; 2025Q4: 13,500 shares; 2026Q1: 19,605 shares; 2026Q2: 12,751 shares 12,751 $632K 0.02% -6,854 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 1,448 shares; 2025Q1: 992 shares; 2025Q2: 2,004 shares; 2025Q3: 2,247 shares; 2025Q4: 2,398 shares; 2026Q1: 3,178 shares; 2026Q2: 2,906 shares 2,906 $628K 0.02% -272 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: 34,935 shares; 2024Q4: 35,435 shares; 2025Q1: 27,995 shares; 2025Q2: 21,235 shares; 2025Q3: 22,247 shares; 2025Q4: 21,416 shares; 2026Q1: 35,595 shares; 2026Q2: 26,002 shares 26,002 $626K 0.02% -9,593 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 892 shares; 2024Q4: 1,039 shares; 2025Q1: 1,319 shares; 2025Q2: 2,733 shares; 2025Q3: 3,255 shares; 2025Q4: 2,505 shares; 2026Q1: 3,133 shares; 2026Q2: 2,628 shares 2,628 $624K 0.02% -505 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,976 shares; 2024Q4: 3,242 shares; 2025Q1: 3,012 shares; 2025Q2: 3,887 shares; 2025Q3: 4,806 shares; 2025Q4: 4,410 shares; 2026Q1: 4,230 shares; 2026Q2: 3,922 shares 3,922 $622K 0.02% -308 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: 1,040 shares; 2024Q4: 1,210 shares; 2025Q1: 1,344 shares; 2025Q2: 1,750 shares; 2025Q3: 1,523 shares; 2025Q4: 1,885 shares; 2026Q1: 2,080 shares; 2026Q2: 1,563 shares 1,563 $622K 0.02% -517 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,917 shares; 2025Q4: 2,581 shares; 2026Q1: 5,079 shares; 2026Q2: 6,028 shares 6,028 $621K 0.02% +949 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472 shares; 2024Q4: 883 shares; 2025Q1: 1,687 shares; 2025Q2: 1,815 shares; 2025Q3: 1,884 shares; 2025Q4: 2,029 shares; 2026Q1: 2,799 shares; 2026Q2: 2,299 shares 2,299 $618K 0.02% -500 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: 1,226 shares; 2024Q4: 1,469 shares; 2025Q1: 1,756 shares; 2025Q2: 1,600 shares; 2025Q3: 1,599 shares; 2025Q4: 1,946 shares; 2026Q1: 2,981 shares; 2026Q2: 1,962 shares 1,962 $618K 0.02% -1,019 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531 shares; 2024Q4: 1,052 shares; 2025Q1: 1,284 shares; 2025Q2: 1,635 shares; 2025Q3: 1,720 shares; 2025Q4: 1,556 shares; 2026Q1: 2,069 shares; 2026Q2: 1,485 shares 1,485 $617K 0.02% -584 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605 shares; 2024Q4: 669 shares; 2025Q1: 731 shares; 2025Q2: 653 shares; 2025Q3: 671 shares; 2025Q4: 481 shares; 2026Q1: 2,461 shares; 2026Q2: 2,361 shares 2,361 $615K 0.02% -100 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: 5,375 shares; 2024Q4: 4,967 shares; 2025Q1: 8,195 shares; 2025Q2: 13,326 shares; 2025Q3: 12,862 shares; 2025Q4: 11,376 shares; 2026Q1: 11,766 shares; 2026Q2: 10,571 shares 10,571 $611K 0.02% -1,195 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,242 shares; 2024Q4: 2,319 shares; 2025Q1: 10,551 shares; 2025Q2: 10,551 shares; 2025Q3: 10,551 shares; 2025Q4: 10,551 shares; 2026Q1: 10,486 shares; 2026Q2: 10,486 shares 10,486 $611K 0.02% 0 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: 14,115 shares; 2024Q4: 13,165 shares; 2025Q1: 12,907 shares; 2025Q2: 4,759 shares; 2025Q3: 4,746 shares; 2025Q4: 4,795 shares; 2026Q1: 3,635 shares; 2026Q2: 3,711 shares 3,711 $611K 0.02% +76 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 40 shares; 2025Q1: 168 shares; 2025Q2: 501 shares; 2025Q3: 643 shares; 2025Q4: 727 shares; 2026Q1: 605 shares; 2026Q2: 2,241 shares 2,241 $609K 0.02% +1,636 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 5,836 shares; 2025Q4: 25,995 shares; 2026Q1: 39,211 shares; 2026Q2: 17,903 shares 17,903 $604K 0.02% -21,308 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,873 shares; 2024Q4: 2,152 shares; 2025Q1: 2,369 shares; 2025Q2: 2,492 shares; 2025Q3: 2,960 shares; 2025Q4: 2,844 shares; 2026Q1: 3,476 shares; 2026Q2: 2,545 shares 2,545 $604K 0.02% -931 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,009 shares; 2025Q1: 14,624 shares; 2025Q2: 8,957 shares; 2025Q3: 13,035 shares; 2025Q4: 15,728 shares; 2026Q1: 6,337 shares; 2026Q2: 5,937 shares 5,937 $602K 0.02% -400 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,110 shares; 2024Q4: 4,970 shares; 2025Q1: 4,551 shares; 2025Q2: 4,445 shares; 2025Q3: 4,445 shares; 2025Q4: 4,864 shares; 2026Q1: 4,532 shares; 2026Q2: 4,529 shares 4,529 $601K 0.02% -3 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531 shares; 2024Q4: 559 shares; 2025Q1: 726 shares; 2025Q2: 965 shares; 2025Q3: 959 shares; 2025Q4: 927 shares; 2026Q1: 1,300 shares; 2026Q2: 1,325 shares 1,325 $600K 0.02% +25 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: 951 shares; 2024Q4: 897 shares; 2025Q1: 1,271 shares; 2025Q2: 1,543 shares; 2025Q3: 1,115 shares; 2025Q4: 1,504 shares; 2026Q1: 3,112 shares; 2026Q2: 2,169 shares 2,169 $598K 0.02% -943 Timeline