SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758,234 shares; 2024Q4: 743,787 shares; 2025Q1: 739,692 shares; 2025Q2: 750,283 shares; 2025Q3: 749,054 shares; 2025Q4: 749,047 shares; 2026Q1: 776,616 shares; 2026Q2: 779,808 shares 779,808 $70.9M 11.29% +3,192 Timeline SPAB 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: 1,628,257 shares; 2024Q4: 1,622,228 shares; 2025Q1: 1,631,185 shares; 2025Q2: 1,692,786 shares; 2025Q3: 1,767,895 shares; 2025Q4: 1,839,895 shares; 2026Q1: 1,958,484 shares; 2026Q2: 2,113,953 shares 2,113,953 $53.3M 8.49% +155,469 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: not reported; 2025Q2: not reported; 2025Q3: 1,120,893 shares; 2025Q4: 1,144,936 shares; 2026Q1: 1,200,853 shares; 2026Q2: 1,245,191 shares 1,245,191 $50M 7.97% +44,338 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475,589 shares; 2025Q2: 509,993 shares; 2025Q3: 538,773 shares; 2025Q4: 559,240 shares; 2026Q1: 621,357 shares; 2026Q2: 668,475 shares 668,475 $30.1M 4.8% +47,118 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 843,310 shares; 2024Q4: 837,412 shares; 2025Q1: 827,387 shares; 2025Q2: 858,364 shares; 2025Q3: 877,652 shares; 2025Q4: 887,072 shares; 2026Q1: 927,402 shares; 2026Q2: 942,592 shares 942,592 $29.8M 4.74% +15,190 Timeline SPMD 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: 367,226 shares; 2024Q4: 364,045 shares; 2025Q1: 368,091 shares; 2025Q2: 384,152 shares; 2025Q3: 395,070 shares; 2025Q4: 403,487 shares; 2026Q1: 429,850 shares; 2026Q2: 442,361 shares 442,361 $29.4M 4.68% +12,511 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,171 shares; 2024Q4: 158,283 shares; 2025Q1: 158,182 shares; 2025Q2: 166,625 shares; 2025Q3: 171,548 shares; 2025Q4: 174,945 shares; 2026Q1: 184,749 shares; 2026Q2: 188,300 shares 188,300 $20.6M 3.29% +3,551 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 215,692 shares 215,692 $19.8M 3.15% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 563,116 shares; 2024Q4: 561,627 shares; 2025Q1: 566,590 shares; 2025Q2: 585,722 shares; 2025Q3: 590,200 shares; 2025Q4: 601,163 shares; 2026Q1: 632,460 shares; 2026Q2: 327,729 shares 327,729 $16.8M 2.67% -304,731 Timeline PSFF 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: 415,860 shares; 2024Q4: 413,118 shares; 2025Q1: 410,436 shares; 2025Q2: 417,979 shares; 2025Q3: 424,711 shares; 2025Q4: 427,534 shares; 2026Q1: 446,691 shares; 2026Q2: 456,621 shares 456,621 $15.7M 2.51% +9,930 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: 48,081 shares; 2024Q4: 46,326 shares; 2025Q1: 50,049 shares; 2025Q2: 55,824 shares; 2025Q3: 56,987 shares; 2025Q4: 58,578 shares; 2026Q1: 57,967 shares; 2026Q2: 58,255 shares 58,255 $14.4M 2.3% +288 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: 38,461 shares; 2024Q4: 39,693 shares; 2025Q1: 37,181 shares; 2025Q2: 39,360 shares; 2025Q3: 54,055 shares; 2025Q4: 58,429 shares; 2026Q1: 67,374 shares; 2026Q2: 69,949 shares 69,949 $14.4M 2.29% +2,575 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: 19,665 shares; 2024Q4: 20,448 shares; 2025Q1: 20,576 shares; 2025Q2: 21,560 shares; 2025Q3: 24,421 shares; 2025Q4: 25,361 shares; 2026Q1: 27,814 shares; 2026Q2: 29,330 shares 29,330 $14.4M 2.29% +1,516 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: 49,871 shares; 2024Q4: 51,529 shares; 2025Q1: 58,409 shares; 2025Q2: 62,776 shares; 2025Q3: 48,900 shares; 2025Q4: 42,964 shares; 2026Q1: 44,170 shares; 2026Q2: 38,773 shares 38,773 $13.4M 2.14% -5,397 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,934 shares; 2025Q4: 31,271 shares; 2026Q1: 53,173 shares; 2026Q2: 51,249 shares 51,249 $12.7M 2.02% -1,924 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: 33,171 shares; 2024Q4: 31,708 shares; 2025Q1: 30,730 shares; 2025Q2: 32,043 shares; 2025Q3: 32,701 shares; 2025Q4: 33,431 shares; 2026Q1: 35,300 shares; 2026Q2: 35,740 shares 35,740 $12.3M 1.97% +440 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: 23,183 shares; 2024Q4: 24,282 shares; 2025Q1: 26,136 shares; 2025Q2: 27,491 shares; 2025Q3: 32,304 shares; 2025Q4: 32,950 shares; 2026Q1: 33,233 shares; 2026Q2: 33,347 shares 33,347 $11.8M 1.89% +114 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: 44,584 shares; 2024Q4: 39,404 shares; 2025Q1: 40,318 shares; 2025Q2: 41,407 shares; 2025Q3: 43,474 shares; 2025Q4: 44,203 shares; 2026Q1: 53,602 shares; 2026Q2: 55,406 shares 55,406 $11.4M 1.82% +1,804 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,964 shares; 2024Q4: 119,327 shares; 2025Q1: 113,263 shares; 2025Q2: 111,593 shares; 2025Q3: 123,651 shares; 2025Q4: 129,046 shares; 2026Q1: 149,793 shares; 2026Q2: 157,294 shares 157,294 $11.4M 1.81% +7,501 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976,374 shares; 2024Q4: 1,009,108 shares; 2025Q1: 1,021,876 shares; 2025Q2: 1,050,622 shares; 2025Q3: 217,285 shares; 2025Q4: 216,677 shares; 2026Q1: 220,452 shares; 2026Q2: 222,912 shares 222,912 $11.1M 1.76% +2,460 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,501 shares; 2024Q4: 201,927 shares; 2025Q1: 202,954 shares; 2025Q2: 208,182 shares; 2025Q3: 209,600 shares; 2025Q4: 213,550 shares; 2026Q1: 222,638 shares; 2026Q2: 231,225 shares 231,225 $10.1M 1.62% +8,587 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,199 shares; 2024Q4: 23,694 shares; 2025Q1: 26,878 shares; 2025Q2: 26,674 shares; 2025Q3: 25,097 shares; 2025Q4: 24,145 shares; 2026Q1: 21,505 shares; 2026Q2: 27,040 shares 27,040 $10.1M 1.61% +5,535 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,664 shares; 2024Q4: 69,357 shares; 2025Q1: 69,908 shares; 2025Q2: 73,280 shares; 2025Q3: 75,589 shares; 2025Q4: 77,350 shares; 2026Q1: 82,465 shares; 2026Q2: 83,841 shares 83,841 $9.72M 1.55% +1,376 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,458 shares; 2024Q4: 53,434 shares; 2025Q1: 59,557 shares; 2025Q2: 63,582 shares; 2025Q3: 70,042 shares; 2025Q4: 72,292 shares; 2026Q1: 59,306 shares; 2026Q2: 62,185 shares 62,185 $9.43M 1.5% +2,879 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: 32,316 shares; 2024Q4: 33,211 shares; 2025Q1: 35,463 shares; 2025Q2: 39,375 shares; 2025Q3: 28,549 shares; 2025Q4: 28,991 shares; 2026Q1: 30,568 shares; 2026Q2: 28,491 shares 28,491 $9.34M 1.49% -2,077 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,569 shares; 2025Q2: 60,964 shares; 2025Q3: 60,659 shares; 2025Q4: 64,232 shares; 2026Q1: 68,238 shares; 2026Q2: 71,627 shares 71,627 $8.9M 1.42% +3,389 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: 14,809 shares; 2024Q4: 17,593 shares; 2025Q1: 27,663 shares; 2025Q2: 29,793 shares; 2025Q3: 39,719 shares; 2025Q4: 43,403 shares; 2026Q1: 56,624 shares; 2026Q2: 86,079 shares 86,079 $8.66M 1.38% +29,455 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: 12,962 shares; 2024Q4: 13,881 shares; 2025Q1: 15,829 shares; 2025Q2: 15,821 shares; 2025Q3: 12,627 shares; 2025Q4: 13,858 shares; 2026Q1: 18,217 shares; 2026Q2: 18,556 shares 18,556 $7.38M 1.18% +339 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: 32,174 shares; 2024Q4: 34,748 shares; 2025Q1: 31,613 shares; 2025Q2: 33,191 shares; 2025Q3: 40,308 shares; 2025Q4: 43,492 shares; 2026Q1: 47,142 shares; 2026Q2: 48,826 shares 48,826 $7.23M 1.15% +1,684 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: 178,415 shares; 2024Q4: 193,800 shares; 2025Q1: 123,279 shares; 2025Q2: 128,746 shares; 2025Q3: 143,588 shares; 2025Q4: 152,914 shares; 2026Q1: 140,607 shares; 2026Q2: 153,188 shares 153,188 $6.71M 1.07% +12,581 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: 30,607 shares; 2024Q4: 29,034 shares; 2025Q1: 41,235 shares; 2025Q2: 46,818 shares; 2025Q3: 42,070 shares; 2025Q4: 43,279 shares; 2026Q1: 44,507 shares; 2026Q2: 47,177 shares 47,177 $6.37M 1.01% +2,670 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: 9,570 shares; 2024Q4: 9,520 shares; 2025Q1: 12,159 shares; 2025Q2: 12,120 shares; 2025Q3: 12,055 shares; 2025Q4: 12,040 shares; 2026Q1: 11,956 shares; 2026Q2: 11,565 shares 11,565 $4.27M 0.68% -391 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: 52,427 shares; 2024Q4: 51,422 shares; 2025Q1: 55,761 shares; 2025Q2: 56,102 shares; 2025Q3: 55,299 shares; 2025Q4: 56,173 shares; 2026Q1: 55,450 shares; 2026Q2: 54,944 shares 54,944 $4.16M 0.66% -506 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,616 shares; 2024Q4: 39,742 shares; 2025Q1: 35,322 shares; 2025Q2: 35,905 shares; 2025Q3: 35,054 shares; 2025Q4: 35,061 shares; 2026Q1: 35,932 shares; 2026Q2: 37,000 shares 37,000 $3.62M 0.58% +1,068 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: 29,868 shares; 2024Q4: 35,557 shares; 2025Q1: 39,003 shares; 2025Q2: 37,892 shares; 2025Q3: 41,056 shares; 2025Q4: 42,822 shares; 2026Q1: 42,599 shares; 2026Q2: 43,739 shares 43,739 $3.17M 0.51% +1,140 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: 43,462 shares; 2024Q4: 45,344 shares; 2025Q1: 48,510 shares; 2025Q2: 43,926 shares; 2025Q3: 45,490 shares; 2025Q4: 47,500 shares; 2026Q1: 52,082 shares; 2026Q2: 60,045 shares 60,045 $3M 0.48% +7,963 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: 23,102 shares; 2024Q4: 24,489 shares; 2025Q1: 24,516 shares; 2025Q2: 24,560 shares; 2025Q3: 27,144 shares; 2025Q4: 27,214 shares; 2026Q1: 25,920 shares; 2026Q2: 27,781 shares 27,781 $2.8M 0.45% +1,861 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,943 shares; 2024Q4: 18,596 shares; 2025Q1: 19,440 shares; 2025Q2: 23,673 shares; 2025Q3: 24,028 shares; 2025Q4: 24,613 shares; 2026Q1: 24,118 shares; 2026Q2: 24,972 shares 24,972 $2.65M 0.42% +854 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: 64,915 shares; 2024Q4: 68,468 shares; 2025Q1: 74,974 shares; 2025Q2: 75,466 shares; 2025Q3: 73,138 shares; 2025Q4: 72,183 shares; 2026Q1: 70,756 shares; 2026Q2: 69,172 shares 69,172 $2.36M 0.38% -1,584 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: 76,662 shares; 2024Q4: 78,377 shares; 2025Q1: 79,479 shares; 2025Q2: 79,109 shares; 2025Q3: 76,819 shares; 2025Q4: 75,174 shares; 2026Q1: 72,808 shares; 2026Q2: 34,688 shares 34,688 $2.04M 0.33% -38,120 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: 10,635 shares; 2024Q4: 11,063 shares; 2025Q1: 11,913 shares; 2025Q2: 12,561 shares; 2025Q3: 12,822 shares; 2025Q4: 13,229 shares; 2026Q1: 14,029 shares; 2026Q2: 15,628 shares 15,628 $1.66M 0.26% +1,599 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: 22,539 shares; 2024Q4: 23,133 shares; 2025Q1: 23,133 shares; 2025Q2: 23,106 shares; 2025Q3: 23,106 shares; 2025Q4: 23,084 shares; 2026Q1: 22,391 shares; 2026Q2: 21,434 shares 21,434 $1.51M 0.24% -957 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,306 shares; 2024Q4: 14,241 shares; 2025Q1: 19,676 shares; 2025Q2: 23,443 shares; 2025Q3: 20,071 shares; 2025Q4: 16,482 shares; 2026Q1: 16,494 shares; 2026Q2: 18,791 shares 18,791 $1.5M 0.24% +2,297 Timeline VIOV 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: 8,071 shares; 2024Q4: 8,339 shares; 2025Q1: 12,785 shares; 2025Q2: 14,055 shares; 2025Q3: 13,705 shares; 2025Q4: 13,525 shares; 2026Q1: 13,047 shares; 2026Q2: 12,562 shares 12,562 $1.48M 0.24% -485 Timeline BUFD 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: 39,270 shares; 2024Q4: 39,188 shares; 2025Q1: 39,577 shares; 2025Q2: 41,511 shares; 2025Q3: 42,166 shares; 2025Q4: 44,189 shares; 2026Q1: 47,484 shares; 2026Q2: 49,347 shares 49,347 $1.47M 0.23% +1,863 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,104 shares; 2025Q4: 8,444 shares; 2026Q1: 8,369 shares; 2026Q2: 6,257 shares 6,257 $1.43M 0.23% -2,112 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,135 shares; 2024Q4: 3,857 shares; 2025Q1: 4,688 shares; 2025Q2: 5,456 shares; 2025Q3: 7,046 shares; 2025Q4: 8,544 shares; 2026Q1: 7,363 shares; 2026Q2: 5,355 shares 5,355 $1.27M 0.2% -2,008 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,631 shares; 2024Q4: 1,704 shares; 2025Q1: 2,174 shares; 2025Q2: 2,472 shares; 2025Q3: 2,905 shares; 2025Q4: 3,084 shares; 2026Q1: 3,911 shares; 2026Q2: 3,831 shares 3,831 $1.27M 0.2% -80 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,019 shares; 2024Q4: 6,155 shares; 2025Q1: 7,988 shares; 2025Q2: 8,932 shares; 2025Q3: 11,284 shares; 2025Q4: 11,964 shares; 2026Q1: 13,085 shares; 2026Q2: 12,757 shares 12,757 $1.26M 0.2% -328 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,711 shares; 2024Q4: 15,171 shares; 2025Q1: 20,036 shares; 2025Q2: 20,383 shares; 2025Q3: 24,879 shares; 2025Q4: 25,900 shares; 2026Q1: 27,663 shares; 2026Q2: 29,558 shares 29,558 $1.24M 0.2% +1,895 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,593 shares; 2024Q4: 3,257 shares; 2025Q1: 6,278 shares; 2025Q2: 8,292 shares; 2025Q3: 6,592 shares; 2025Q4: 6,122 shares; 2026Q1: 5,893 shares; 2026Q2: 8,647 shares 8,647 $1.23M 0.2% +2,754 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999 shares; 2024Q4: 1,274 shares; 2025Q1: 1,506 shares; 2025Q2: 1,690 shares; 2025Q3: 2,051 shares; 2025Q4: 2,504 shares; 2026Q1: 2,993 shares; 2026Q2: 3,560 shares 3,560 $1.21M 0.19% +567 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 2,444 shares; 2025Q1: 2,893 shares; 2025Q2: 3,352 shares; 2025Q3: 3,706 shares; 2025Q4: 4,148 shares; 2026Q1: 5,178 shares; 2026Q2: 5,583 shares 5,583 $1.21M 0.19% +405 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,651 shares; 2024Q4: 6,737 shares; 2025Q1: 6,110 shares; 2025Q2: 6,987 shares; 2025Q3: 10,069 shares; 2025Q4: 10,579 shares; 2026Q1: 11,291 shares; 2026Q2: 12,446 shares 12,446 $1.15M 0.18% +1,155 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,287 shares; 2024Q4: 1,462 shares; 2025Q1: 1,656 shares; 2025Q2: 1,846 shares; 2025Q3: 2,096 shares; 2025Q4: 2,428 shares; 2026Q1: 3,172 shares; 2026Q2: 3,573 shares 3,573 $1.11M 0.18% +401 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,761 shares; 2024Q4: 21,961 shares; 2025Q1: 21,967 shares; 2025Q2: 22,063 shares; 2025Q3: 22,002 shares; 2025Q4: 22,002 shares; 2026Q1: 22,002 shares; 2026Q2: 22,002 shares 22,002 $1.1M 0.17% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,548 shares; 2024Q4: 17,597 shares; 2025Q1: 19,190 shares; 2025Q2: 17,635 shares; 2025Q3: 17,855 shares; 2025Q4: 18,325 shares; 2026Q1: 18,957 shares; 2026Q2: 21,567 shares 21,567 $1.09M 0.17% +2,610 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: 2,298 shares; 2024Q4: 2,257 shares; 2025Q1: 2,730 shares; 2025Q2: 2,647 shares; 2025Q3: 2,775 shares; 2025Q4: 2,861 shares; 2026Q1: 13,345 shares; 2026Q2: 12,581 shares 12,581 $1.01M 0.16% -764 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,712 shares; 2024Q4: 13,946 shares; 2025Q1: 16,909 shares; 2025Q2: 17,839 shares; 2025Q3: 19,909 shares; 2025Q4: 20,658 shares; 2026Q1: 21,427 shares; 2026Q2: 21,477 shares 21,477 $977K 0.16% +50 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,077 shares; 2024Q4: 9,745 shares; 2025Q1: 8,327 shares; 2025Q2: 8,327 shares; 2025Q3: 8,195 shares; 2025Q4: 8,060 shares; 2026Q1: 17,377 shares; 2026Q2: 19,396 shares 19,396 $968K 0.15% +2,019 Timeline SHM 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: 18,837 shares; 2024Q4: 19,393 shares; 2025Q1: 19,239 shares; 2025Q2: 19,183 shares; 2025Q3: 18,165 shares; 2025Q4: 19,797 shares; 2026Q1: 19,601 shares; 2026Q2: 19,842 shares 19,842 $948K 0.15% +241 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,435 shares; 2024Q4: 3,364 shares; 2025Q1: 4,411 shares; 2025Q2: 3,953 shares; 2025Q3: 3,651 shares; 2025Q4: 3,930 shares; 2026Q1: 4,238 shares; 2026Q2: 4,631 shares 4,631 $910K 0.14% +393 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,159 shares; 2024Q4: 2,757 shares; 2025Q1: 3,336 shares; 2025Q2: 3,313 shares; 2025Q3: 3,470 shares; 2025Q4: 3,785 shares; 2026Q1: 4,105 shares; 2026Q2: 4,484 shares 4,484 $890K 0.14% +379 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,005 shares; 2024Q4: 5,038 shares; 2025Q1: 6,568 shares; 2025Q2: 6,914 shares; 2025Q3: 6,703 shares; 2025Q4: 6,703 shares; 2026Q1: 6,587 shares; 2026Q2: 6,365 shares 6,365 $874K 0.14% -222 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,259 shares; 2024Q4: 11,234 shares; 2025Q1: 11,161 shares; 2025Q2: 14,495 shares; 2025Q3: 14,420 shares; 2025Q4: 14,677 shares; 2026Q1: 14,652 shares; 2026Q2: 15,536 shares 15,536 $778K 0.12% +884 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,440 shares; 2024Q4: 14,073 shares; 2025Q1: 17,933 shares; 2025Q2: 18,210 shares; 2025Q3: 19,916 shares; 2025Q4: 20,748 shares; 2026Q1: 23,040 shares; 2026Q2: 24,847 shares 24,847 $723K 0.12% +1,807 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: 3,095 shares; 2024Q4: 2,886 shares; 2025Q1: 2,884 shares; 2025Q2: 2,884 shares; 2025Q3: 3,425 shares; 2025Q4: 3,429 shares; 2026Q1: 3,408 shares; 2026Q2: 3,425 shares 3,425 $710K 0.11% +17 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,240 shares; 2025Q2: 18,361 shares; 2025Q3: 17,108 shares; 2025Q4: 19,270 shares; 2026Q1: 18,237 shares; 2026Q2: 7,934 shares 7,934 $669K 0.11% -10,303 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022 shares; 2024Q4: 1,310 shares; 2025Q1: 1,800 shares; 2025Q2: 2,130 shares; 2025Q3: 2,332 shares; 2025Q4: 2,662 shares; 2026Q1: 3,195 shares; 2026Q2: 3,129 shares 3,129 $641K 0.1% -66 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,043 shares; 2024Q4: 2,987 shares; 2025Q1: 4,564 shares; 2025Q2: 4,521 shares; 2025Q3: 4,298 shares; 2025Q4: 4,270 shares; 2026Q1: 4,089 shares; 2026Q2: 3,673 shares 3,673 $603K 0.1% -416 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: 1,319 shares; 2024Q4: 1,490 shares; 2025Q1: 1,777 shares; 2025Q2: 1,909 shares; 2025Q3: 1,511 shares; 2025Q4: 1,386 shares; 2026Q1: 1,629 shares; 2026Q2: 1,556 shares 1,556 $540K 0.09% -73 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: 897 shares; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 717 shares; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: 627 shares; 2026Q2: 587 shares 587 $441K 0.07% -40 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: not reported; 2024Q4: not reported; 2025Q1: 2,286 shares; 2025Q2: 2,327 shares; 2025Q3: 2,302 shares; 2025Q4: 2,624 shares; 2026Q1: 2,302 shares; 2026Q2: 2,302 shares 2,302 $433K 0.07% 0 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: not reported; 2026Q1: 7,715 shares; 2026Q2: 10,099 shares 10,099 $407K 0.06% +2,384 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,046 shares; 2024Q4: 9,690 shares; 2025Q1: 9,713 shares; 2025Q2: 9,599 shares; 2025Q3: 9,533 shares; 2025Q4: 9,454 shares; 2026Q1: 8,383 shares; 2026Q2: 5,124 shares 5,124 $406K 0.06% -3,259 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: 5,818 shares; 2024Q4: 5,585 shares; 2025Q1: 5,607 shares; 2025Q2: 4,604 shares; 2025Q3: 4,222 shares; 2025Q4: 4,217 shares; 2026Q1: 3,653 shares; 2026Q2: 3,648 shares 3,648 $403K 0.06% -5 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: 551 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 513 shares; 2026Q2: 513 shares 513 $384K 0.06% 0 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: 559 shares; 2024Q4: 559 shares; 2025Q1: 555 shares; 2025Q2: 577 shares; 2025Q3: 596 shares; 2025Q4: 596 shares; 2026Q1: 596 shares; 2026Q2: 584 shares 584 $376K 0.06% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,125 shares; 2025Q4: 1,124 shares; 2026Q1: 1,492 shares; 2026Q2: 1,492 shares 1,492 $374K 0.06% 0 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: 4,354 shares; 2024Q4: 4,354 shares; 2025Q1: 4,364 shares; 2025Q2: 4,498 shares; 2025Q3: 4,443 shares; 2025Q4: 4,442 shares; 2026Q1: 4,537 shares; 2026Q2: 4,540 shares 4,540 $372K 0.06% +3 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: 3,907 shares; 2024Q4: 3,907 shares; 2025Q1: 3,911 shares; 2025Q2: 3,869 shares; 2025Q3: 3,852 shares; 2025Q4: 3,852 shares; 2026Q1: 2,765 shares; 2026Q2: 2,765 shares 2,765 $349K 0.06% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,176 shares; 2024Q4: 3,176 shares; 2025Q1: 3,176 shares; 2025Q2: 3,176 shares; 2025Q3: 3,176 shares; 2025Q4: 3,176 shares; 2026Q1: 4,004 shares; 2026Q2: 4,004 shares 4,004 $319K 0.05% 0 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,828 shares; 2024Q4: 10,828 shares; 2025Q1: 10,799 shares; 2025Q2: 10,856 shares; 2025Q3: 10,933 shares; 2025Q4: 10,933 shares; 2026Q1: 12,529 shares; 2026Q2: 12,456 shares 12,456 $315K 0.05% -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: 4,106 shares; 2024Q4: 4,145 shares; 2025Q1: 4,826 shares; 2025Q2: 3,847 shares; 2025Q3: 3,606 shares; 2025Q4: 3,604 shares; 2026Q1: 2,584 shares; 2026Q2: 2,784 shares 2,784 $269K 0.04% +200 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,004 shares; 2025Q3: 1,871 shares; 2025Q4: 1,870 shares; 2026Q1: 1,880 shares; 2026Q2: 1,880 shares 1,880 $266K 0.04% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,801 shares; 2024Q4: 3,822 shares; 2025Q1: 3,844 shares; 2025Q2: 3,581 shares; 2025Q3: 3,546 shares; 2025Q4: 3,568 shares; 2026Q1: 3,590 shares; 2026Q2: 3,614 shares 3,614 $262K 0.04% +24 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,753 shares; 2025Q3: 1,754 shares; 2025Q4: 1,781 shares; 2026Q1: 1,763 shares; 2026Q2: 1,665 shares 1,665 $249K 0.04% -98 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,187 shares; 2026Q2: 8,819 shares 8,819 $240K 0.04% -368 Timeline TOTL 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: 8,957 shares; 2024Q4: 8,551 shares; 2025Q1: 8,152 shares; 2025Q2: 7,970 shares; 2025Q3: 7,867 shares; 2025Q4: 7,815 shares; 2026Q1: 6,025 shares; 2026Q2: 6,070 shares 6,070 $236K 0.04% +45 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,916 shares; 2024Q4: 8,916 shares; 2025Q1: 7,338 shares; 2025Q2: 6,213 shares; 2025Q3: 6,213 shares; 2025Q4: 5,605 shares; 2026Q1: 4,625 shares; 2026Q2: 5,851 shares 5,851 $235K 0.04% +1,226 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,968 shares; 2026Q2: 4,009 shares 4,009 $228K 0.04% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 487 shares; 2026Q2: 590 shares 590 $228K 0.04% +103 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,090 shares; 2026Q2: 3,090 shares 3,090 $226K 0.04% 0 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,795 shares; 2026Q2: 4,800 shares 4,800 $225K 0.04% +5 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 431 shares; 2025Q4: 431 shares; 2026Q1: 2,586 shares; 2026Q2: 2,586 shares 2,586 $223K 0.04% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,097 shares 3,097 $213K 0.03% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,844 shares; 2026Q1: 3,844 shares; 2026Q2: 3,844 shares 3,844 $211K 0.03% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,463 shares; 2026Q2: 1,451 shares 1,451 $211K 0.03% -12 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,491 shares; 2026Q1: 3,453 shares; 2026Q2: 3,394 shares 3,394 $210K 0.03% -59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,586 shares; 2026Q2: 5,586 shares 5,586 $204K 0.03% 0 Timeline