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: 3,955,375 shares; 2024Q4: 4,229,430 shares; 2025Q1: 4,458,757 shares; 2025Q2: 4,627,426 shares; 2025Q3: 4,710,363 shares; 2025Q4: 4,852,437 shares; 2026Q1: 4,998,917 shares; 2026Q2: 5,063,337 shares 5,063,337 $1.87B 31.29% +64,420 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,474,752 shares; 2024Q4: 6,687,928 shares; 2025Q1: 6,756,743 shares; 2025Q2: 6,922,513 shares; 2025Q3: 7,176,678 shares; 2025Q4: 7,430,169 shares; 2026Q1: 7,552,483 shares; 2026Q2: 7,647,741 shares 7,647,741 $640M 10.7% +95,258 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 967,185 shares; 2024Q4: 1,385,589 shares; 2025Q1: 1,894,647 shares; 2025Q2: 2,163,590 shares; 2025Q3: 2,393,885 shares; 2025Q4: 2,636,850 shares; 2026Q1: 2,894,024 shares; 2026Q2: 3,326,812 shares 3,326,812 $225M 3.75% +432,788 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,823 shares; 2024Q4: 175,797 shares; 2025Q1: 484,846 shares; 2025Q2: 828,445 shares; 2025Q3: 1,311,580 shares; 2025Q4: 1,713,526 shares; 2026Q1: 2,051,110 shares; 2026Q2: 2,345,516 shares 2,345,516 $181M 3.03% +294,406 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: 1,865,790 shares; 2024Q4: 5,694,595 shares; 2025Q1: 5,611,991 shares; 2025Q2: 6,248,801 shares; 2025Q3: 6,334,210 shares; 2025Q4: 6,193,890 shares; 2026Q1: 6,230,006 shares; 2026Q2: 6,148,772 shares 6,148,772 $178M 2.97% -81,234 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: 1,274,209 shares; 2024Q4: 1,361,114 shares; 2025Q1: 1,391,690 shares; 2025Q2: 1,416,506 shares; 2025Q3: 1,442,415 shares; 2025Q4: 1,479,887 shares; 2026Q1: 1,525,036 shares; 2026Q2: 1,551,511 shares 1,551,511 $154M 2.56% +26,475 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: 261,569 shares; 2024Q4: 259,509 shares; 2025Q1: 241,840 shares; 2025Q2: 250,626 shares; 2025Q3: 241,332 shares; 2025Q4: 236,007 shares; 2026Q1: 223,124 shares; 2026Q2: 212,022 shares 212,022 $146M 2.43% -11,102 Timeline TSPA 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: 291,971 shares; 2024Q4: 390,846 shares; 2025Q1: 948,805 shares; 2025Q2: 1,476,762 shares; 2025Q3: 1,859,262 shares; 2025Q4: 2,296,981 shares; 2026Q1: 2,700,185 shares; 2026Q2: 3,042,932 shares 3,042,932 $145M 2.42% +342,747 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: 2,523,576 shares; 2024Q4: 2,614,666 shares; 2025Q1: 2,479,022 shares; 2025Q2: 2,453,018 shares; 2025Q3: 2,586,621 shares; 2025Q4: 2,708,377 shares; 2026Q1: 2,818,729 shares; 2026Q2: 2,968,727 shares 2,968,727 $135M 2.26% +149,998 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: 1,847,156 shares; 2024Q4: 1,669,149 shares; 2025Q1: 1,292,491 shares; 2025Q2: 1,115,524 shares; 2025Q3: 1,904,518 shares; 2025Q4: 2,821,611 shares; 2026Q1: 3,091,483 shares; 2026Q2: 3,210,847 shares 3,210,847 $130M 2.18% +119,364 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: 158,043 shares; 2024Q4: 156,818 shares; 2025Q1: 152,859 shares; 2025Q2: 165,580 shares; 2025Q3: 168,405 shares; 2025Q4: 166,576 shares; 2026Q1: 171,207 shares; 2026Q2: 165,195 shares 165,195 $124M 2.07% -6,012 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 865,310 shares; 2024Q4: 857,056 shares; 2025Q1: 822,813 shares; 2025Q2: 813,228 shares; 2025Q3: 787,744 shares; 2025Q4: 767,457 shares; 2026Q1: 752,870 shares; 2026Q2: 728,090 shares 728,090 $69.5M 1.16% -24,780 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: 584,361 shares; 2024Q4: 637,905 shares; 2025Q1: 641,020 shares; 2025Q2: 647,797 shares; 2025Q3: 632,727 shares; 2025Q4: 630,882 shares; 2026Q1: 633,596 shares; 2026Q2: 630,739 shares 630,739 $67.9M 1.13% -2,857 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: 2,730,783 shares; 2024Q4: 2,456,148 shares; 2025Q1: 2,059,636 shares; 2025Q2: 1,848,757 shares; 2025Q3: 1,705,395 shares; 2025Q4: 1,582,714 shares; 2026Q1: 1,520,771 shares; 2026Q2: 1,445,497 shares 1,445,497 $64.1M 1.07% -75,274 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: 843,601 shares; 2024Q4: 924,781 shares; 2025Q1: 935,789 shares; 2025Q2: 1,060,998 shares; 2025Q3: 1,184,951 shares; 2025Q4: 1,230,539 shares; 2026Q1: 1,268,632 shares; 2026Q2: 1,255,802 shares 1,255,802 $63.6M 1.06% -12,830 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: 398,812 shares; 2024Q4: 394,871 shares; 2025Q1: 385,270 shares; 2025Q2: 371,676 shares; 2025Q3: 352,030 shares; 2025Q4: 344,504 shares; 2026Q1: 338,550 shares; 2026Q2: 332,253 shares 332,253 $54.6M 0.91% -6,297 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: 190,635 shares; 2024Q4: 182,848 shares; 2025Q1: 170,567 shares; 2025Q2: 180,826 shares; 2025Q3: 177,478 shares; 2025Q4: 199,170 shares; 2026Q1: 197,127 shares; 2026Q2: 185,945 shares 185,945 $53.8M 0.9% -11,182 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: 317,826 shares; 2024Q4: 307,075 shares; 2025Q1: 286,175 shares; 2025Q2: 278,912 shares; 2025Q3: 275,551 shares; 2025Q4: 277,501 shares; 2026Q1: 257,118 shares; 2026Q2: 255,649 shares 255,649 $51.2M 0.85% -1,469 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: 51,581 shares; 2024Q4: 50,068 shares; 2025Q1: 43,548 shares; 2025Q2: 43,509 shares; 2025Q3: 43,448 shares; 2025Q4: 43,122 shares; 2026Q1: 42,462 shares; 2026Q2: 42,430 shares 42,430 $50.9M 0.85% -32 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,801 shares; 2024Q4: 230,187 shares; 2025Q1: 200,732 shares; 2025Q2: 197,881 shares; 2025Q3: 193,220 shares; 2025Q4: 188,156 shares; 2026Q1: 175,411 shares; 2026Q2: 173,309 shares 173,309 $47.4M 0.79% -2,102 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,097,512 shares; 2024Q4: 960,484 shares; 2025Q1: 689,995 shares; 2025Q2: 649,117 shares; 2025Q3: 616,049 shares; 2025Q4: 594,386 shares; 2026Q1: 576,024 shares; 2026Q2: 559,265 shares 559,265 $46M 0.77% -16,759 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: 1,377,490 shares; 2024Q4: 2,638,240 shares; 2025Q1: 2,251,240 shares; 2025Q2: 2,113,428 shares; 2025Q3: 1,949,958 shares; 2025Q4: 1,824,710 shares; 2026Q1: 1,736,627 shares; 2026Q2: 1,627,262 shares 1,627,262 $45.1M 0.75% -109,365 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,998 shares; 2026Q1: 616,138 shares; 2026Q2: 1,475,970 shares 1,475,970 $37.5M 0.63% +859,832 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: 833,243 shares; 2024Q4: 818,304 shares; 2025Q1: 730,536 shares; 2025Q2: 702,043 shares; 2025Q3: 694,924 shares; 2025Q4: 689,027 shares; 2026Q1: 684,218 shares; 2026Q2: 674,823 shares 674,823 $36.5M 0.61% -9,395 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: 553,088 shares; 2024Q4: 532,081 shares; 2025Q1: 518,795 shares; 2025Q2: 511,419 shares; 2025Q3: 499,052 shares; 2025Q4: 481,821 shares; 2026Q1: 476,901 shares; 2026Q2: 465,270 shares 465,270 $35.9M 0.6% -11,631 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: 1,812,846 shares; 2024Q4: 1,640,474 shares; 2025Q1: 1,358,266 shares; 2025Q2: 1,208,922 shares; 2025Q3: 1,099,760 shares; 2025Q4: 1,012,770 shares; 2026Q1: 976,048 shares; 2026Q2: 853,116 shares 853,116 $35.6M 0.59% -122,932 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: 290,808 shares; 2024Q4: 292,050 shares; 2025Q1: 274,456 shares; 2025Q2: 275,590 shares; 2025Q3: 274,300 shares; 2025Q4: 265,974 shares; 2026Q1: 261,997 shares; 2026Q2: 252,052 shares 252,052 $34.7M 0.58% -9,945 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: 854,213 shares; 2024Q4: 803,480 shares; 2025Q1: 685,274 shares; 2025Q2: 601,814 shares; 2025Q3: 553,247 shares; 2025Q4: 506,055 shares; 2026Q1: 483,448 shares; 2026Q2: 436,219 shares 436,219 $30.5M 0.51% -47,229 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: 92,033 shares; 2024Q4: 92,781 shares; 2025Q1: 93,449 shares; 2025Q2: 93,138 shares; 2025Q3: 89,283 shares; 2025Q4: 88,491 shares; 2026Q1: 85,179 shares; 2026Q2: 84,580 shares 84,580 $30.2M 0.5% -599 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: 68,060 shares; 2024Q4: 67,767 shares; 2025Q1: 67,091 shares; 2025Q2: 66,817 shares; 2025Q3: 68,760 shares; 2025Q4: 72,163 shares; 2026Q1: 73,486 shares; 2026Q2: 74,643 shares 74,643 $27.8M 0.46% +1,157 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: 60,910 shares; 2024Q4: 60,682 shares; 2025Q1: 55,952 shares; 2025Q2: 61,560 shares; 2025Q3: 60,436 shares; 2025Q4: 55,745 shares; 2026Q1: 51,989 shares; 2026Q2: 304,554 shares 304,554 $26.2M 0.44% +252,565 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558,229 shares; 2024Q4: 550,193 shares; 2025Q1: 544,882 shares; 2025Q2: 545,500 shares; 2025Q3: 527,133 shares; 2025Q4: 513,270 shares; 2026Q1: 507,085 shares; 2026Q2: 474,260 shares 474,260 $25.6M 0.43% -32,825 Timeline CWI 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: 791,177 shares; 2024Q4: 773,963 shares; 2025Q1: 711,608 shares; 2025Q2: 706,444 shares; 2025Q3: 684,546 shares; 2025Q4: 674,272 shares; 2026Q1: 636,965 shares; 2026Q2: 627,989 shares 627,989 $25.5M 0.43% -8,976 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: 36,969 shares; 2024Q4: 37,492 shares; 2025Q1: 37,386 shares; 2025Q2: 33,682 shares; 2025Q3: 34,646 shares; 2025Q4: 33,132 shares; 2026Q1: 32,432 shares; 2026Q2: 32,200 shares 32,200 $24M 0.4% -232 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,884 shares; 2024Q4: 53,576 shares; 2025Q1: 51,475 shares; 2025Q2: 50,951 shares; 2025Q3: 50,162 shares; 2025Q4: 49,795 shares; 2026Q1: 49,691 shares; 2026Q2: 52,369 shares 52,369 $22.3M 0.37% +2,678 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: 64,209 shares; 2024Q4: 62,829 shares; 2025Q1: 65,974 shares; 2025Q2: 66,287 shares; 2025Q3: 65,767 shares; 2025Q4: 66,469 shares; 2026Q1: 65,637 shares; 2026Q2: 65,662 shares 65,662 $21.5M 0.36% +25 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: 144,855 shares; 2024Q4: 125,696 shares; 2025Q1: 102,936 shares; 2025Q2: 94,858 shares; 2025Q3: 86,836 shares; 2025Q4: 80,411 shares; 2026Q1: 76,335 shares; 2026Q2: 70,763 shares 70,763 $21.4M 0.36% -5,572 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: 22,672 shares; 2024Q4: 21,979 shares; 2025Q1: 20,724 shares; 2025Q2: 20,689 shares; 2025Q3: 20,407 shares; 2025Q4: 20,310 shares; 2026Q1: 18,770 shares; 2026Q2: 19,219 shares 19,219 $20.5M 0.34% +449 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: 357,009 shares; 2024Q4: 350,393 shares; 2025Q1: 317,759 shares; 2025Q2: 305,521 shares; 2025Q3: 291,075 shares; 2025Q4: 273,380 shares; 2026Q1: 257,652 shares; 2026Q2: 244,219 shares 244,219 $20.1M 0.34% -13,433 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: 8,158 shares; 2024Q4: 7,961 shares; 2025Q1: 8,499 shares; 2025Q2: 8,389 shares; 2025Q3: 8,091 shares; 2025Q4: 7,500 shares; 2026Q1: 7,151 shares; 2026Q2: 66,597 shares 66,597 $20.1M 0.34% +59,446 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: 149,453 shares; 2024Q4: 142,902 shares; 2025Q1: 140,873 shares; 2025Q2: 138,005 shares; 2025Q3: 129,872 shares; 2025Q4: 128,755 shares; 2026Q1: 132,246 shares; 2026Q2: 129,926 shares 129,926 $19.3M 0.32% -2,320 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: 182,058 shares; 2024Q4: 150,611 shares; 2025Q1: 115,196 shares; 2025Q2: 102,348 shares; 2025Q3: 94,683 shares; 2025Q4: 90,154 shares; 2026Q1: 87,648 shares; 2026Q2: 81,904 shares 81,904 $17.8M 0.3% -5,744 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: 29,811 shares; 2024Q4: 28,388 shares; 2025Q1: 29,984 shares; 2025Q2: 29,969 shares; 2025Q3: 28,744 shares; 2025Q4: 27,347 shares; 2026Q1: 25,781 shares; 2026Q2: 24,714 shares 24,714 $17.8M 0.3% -1,067 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: 18,823 shares; 2024Q4: 18,704 shares; 2025Q1: 13,256 shares; 2025Q2: 200,671 shares; 2025Q3: 198,170 shares; 2025Q4: 197,815 shares; 2026Q1: 192,929 shares; 2026Q2: 192,611 shares 192,611 $17.7M 0.3% -318 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,688 shares; 2024Q4: 144,139 shares; 2025Q1: 141,172 shares; 2025Q2: 135,315 shares; 2025Q3: 135,229 shares; 2025Q4: 134,260 shares; 2026Q1: 126,797 shares; 2026Q2: 126,378 shares 126,378 $17.4M 0.29% -419 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: 131,333 shares; 2024Q4: 114,110 shares; 2025Q1: 106,105 shares; 2025Q2: 96,971 shares; 2025Q3: 89,309 shares; 2025Q4: 85,209 shares; 2026Q1: 81,782 shares; 2026Q2: 79,265 shares 79,265 $16.9M 0.28% -2,517 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: 153,834 shares; 2024Q4: 150,169 shares; 2025Q1: 145,542 shares; 2025Q2: 151,814 shares; 2025Q3: 150,285 shares; 2025Q4: 145,115 shares; 2026Q1: 144,793 shares; 2026Q2: 143,024 shares 143,024 $16.8M 0.28% -1,769 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: 56,934 shares; 2024Q4: 57,877 shares; 2025Q1: 53,206 shares; 2025Q2: 55,354 shares; 2025Q3: 53,851 shares; 2025Q4: 64,019 shares; 2026Q1: 67,859 shares; 2026Q2: 68,548 shares 68,548 $16.3M 0.27% +689 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: 229,553 shares; 2024Q4: 218,507 shares; 2025Q1: 193,110 shares; 2025Q2: 190,099 shares; 2025Q3: 188,980 shares; 2025Q4: 185,263 shares; 2026Q1: 174,227 shares; 2026Q2: 165,497 shares 165,497 $16M 0.27% -8,730 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 11,094 shares; 2025Q1: 19,330 shares; 2025Q2: 21,149 shares; 2025Q3: 23,510 shares; 2025Q4: 22,468 shares; 2026Q1: 22,310 shares; 2026Q2: 22,105 shares 22,105 $16M 0.27% -205 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: 43,592 shares; 2024Q4: 42,637 shares; 2025Q1: 58,656 shares; 2025Q2: 57,428 shares; 2025Q3: 56,397 shares; 2025Q4: 56,577 shares; 2026Q1: 56,691 shares; 2026Q2: 56,938 shares 56,938 $14.5M 0.24% +247 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: 81,401 shares; 2024Q4: 81,294 shares; 2025Q1: 73,153 shares; 2025Q2: 70,168 shares; 2025Q3: 80,884 shares; 2025Q4: 82,132 shares; 2026Q1: 81,137 shares; 2026Q2: 84,630 shares 84,630 $13.4M 0.22% +3,493 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: 39,491 shares; 2024Q4: 34,061 shares; 2025Q1: 45,979 shares; 2025Q2: 46,702 shares; 2025Q3: 46,481 shares; 2025Q4: 44,440 shares; 2026Q1: 43,109 shares; 2026Q2: 164,474 shares 164,474 $13.3M 0.22% +121,365 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,674 shares; 2024Q4: 123,852 shares; 2025Q1: 122,652 shares; 2025Q2: 121,192 shares; 2025Q3: 117,373 shares; 2025Q4: 106,403 shares; 2026Q1: 101,302 shares; 2026Q2: 85,868 shares 85,868 $12.6M 0.21% -15,434 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775,421 shares; 2024Q4: 746,408 shares; 2025Q1: 503,594 shares; 2025Q2: 376,909 shares; 2025Q3: 329,240 shares; 2025Q4: 302,277 shares; 2026Q1: 248,284 shares; 2026Q2: 232,186 shares 232,186 $12M 0.2% -16,098 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: 83,127 shares; 2024Q4: 83,446 shares; 2025Q1: 80,659 shares; 2025Q2: 80,175 shares; 2025Q3: 77,305 shares; 2025Q4: 77,421 shares; 2026Q1: 76,476 shares; 2026Q2: 75,667 shares 75,667 $11.5M 0.19% -809 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: 23,880 shares; 2024Q4: 23,651 shares; 2025Q1: 22,273 shares; 2025Q2: 22,286 shares; 2025Q3: 21,761 shares; 2025Q4: 21,906 shares; 2026Q1: 21,639 shares; 2026Q2: 22,411 shares 22,411 $11.2M 0.19% +772 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: 67,928 shares; 2024Q4: 66,872 shares; 2025Q1: 65,642 shares; 2025Q2: 65,228 shares; 2025Q3: 63,454 shares; 2025Q4: 61,572 shares; 2026Q1: 60,768 shares; 2026Q2: 61,477 shares 61,477 $10.8M 0.18% +709 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: 208,243 shares; 2024Q4: 207,733 shares; 2025Q1: 93,626 shares; 2025Q2: 93,629 shares; 2025Q3: 92,416 shares; 2025Q4: 91,862 shares; 2026Q1: 94,786 shares; 2026Q2: 95,131 shares 95,131 $10.8M 0.18% +345 Timeline DFIS 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: 374,249 shares; 2024Q4: 342,119 shares; 2025Q1: 269,960 shares; 2025Q2: 242,054 shares; 2025Q3: 244,193 shares; 2025Q4: 283,552 shares; 2026Q1: 289,438 shares; 2026Q2: 305,727 shares 305,727 $10.7M 0.18% +16,289 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: 175,864 shares; 2024Q4: 160,061 shares; 2025Q1: 159,481 shares; 2025Q2: 153,103 shares; 2025Q3: 216,846 shares; 2025Q4: 202,020 shares; 2026Q1: 199,112 shares; 2026Q2: 211,518 shares 211,518 $10.7M 0.18% +12,406 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: 33,730 shares; 2024Q4: 32,910 shares; 2025Q1: 38,336 shares; 2025Q2: 38,240 shares; 2025Q3: 38,553 shares; 2025Q4: 37,466 shares; 2026Q1: 37,594 shares; 2026Q2: 37,199 shares 37,199 $10.5M 0.17% -395 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: 51,134 shares; 2024Q4: 50,811 shares; 2025Q1: 49,947 shares; 2025Q2: 50,295 shares; 2025Q3: 49,506 shares; 2025Q4: 49,438 shares; 2026Q1: 46,685 shares; 2026Q2: 41,203 shares 41,203 $9.75M 0.16% -5,482 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: 212,457 shares; 2024Q4: 202,841 shares; 2025Q1: 192,147 shares; 2025Q2: 185,803 shares; 2025Q3: 183,659 shares; 2025Q4: 172,545 shares; 2026Q1: 173,062 shares; 2026Q2: 161,637 shares 161,637 $9.65M 0.16% -11,425 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: 688,267 shares; 2024Q4: 621,474 shares; 2025Q1: 520,776 shares; 2025Q2: 476,162 shares; 2025Q3: 438,744 shares; 2025Q4: 404,494 shares; 2026Q1: 335,452 shares; 2026Q2: 280,196 shares 280,196 $9.56M 0.16% -55,256 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: 686,545 shares; 2024Q4: 610,873 shares; 2025Q1: 463,493 shares; 2025Q2: 391,459 shares; 2025Q3: 357,697 shares; 2025Q4: 315,520 shares; 2026Q1: 282,074 shares; 2026Q2: 254,881 shares 254,881 $9.5M 0.16% -27,193 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: 16,149 shares; 2024Q4: 15,725 shares; 2025Q1: 19,597 shares; 2025Q2: 23,315 shares; 2025Q3: 23,402 shares; 2025Q4: 23,346 shares; 2026Q1: 23,976 shares; 2026Q2: 24,187 shares 24,187 $9.14M 0.15% +211 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: 145,091 shares; 2024Q4: 143,516 shares; 2025Q1: 149,644 shares; 2025Q2: 151,527 shares; 2025Q3: 148,862 shares; 2025Q4: 153,984 shares; 2026Q1: 153,778 shares; 2026Q2: 157,908 shares 157,908 $9M 0.15% +4,130 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: 20,226 shares; 2024Q4: 21,027 shares; 2025Q1: 21,854 shares; 2025Q2: 22,301 shares; 2025Q3: 23,013 shares; 2025Q4: 23,358 shares; 2026Q1: 24,402 shares; 2026Q2: 24,932 shares 24,932 $8.81M 0.15% +530 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: 31,511 shares; 2024Q4: 31,234 shares; 2025Q1: 30,113 shares; 2025Q2: 32,229 shares; 2025Q3: 33,084 shares; 2025Q4: 32,628 shares; 2026Q1: 32,182 shares; 2026Q2: 32,672 shares 32,672 $8.51M 0.14% +490 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: 155,596 shares; 2024Q4: 144,921 shares; 2025Q1: 123,858 shares; 2025Q2: 119,435 shares; 2025Q3: 118,532 shares; 2025Q4: 111,115 shares; 2026Q1: 106,337 shares; 2026Q2: 100,527 shares 100,527 $8.33M 0.14% -5,810 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: 13,644 shares; 2024Q4: 9,680 shares; 2025Q1: 10,234 shares; 2025Q2: 10,041 shares; 2025Q3: 9,793 shares; 2025Q4: 10,473 shares; 2026Q1: 10,971 shares; 2026Q2: 11,114 shares 11,114 $8.18M 0.14% +143 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: 14,283 shares; 2024Q4: 14,040 shares; 2025Q1: 14,274 shares; 2025Q2: 14,813 shares; 2025Q3: 14,052 shares; 2025Q4: 14,031 shares; 2026Q1: 14,295 shares; 2026Q2: 14,145 shares 14,145 $7.97M 0.13% -150 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: 99,125 shares; 2024Q4: 92,828 shares; 2025Q1: 90,480 shares; 2025Q2: 87,928 shares; 2025Q3: 77,993 shares; 2025Q4: 77,589 shares; 2026Q1: 75,174 shares; 2026Q2: 73,509 shares 73,509 $7.64M 0.13% -1,665 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: 44,985 shares; 2024Q4: 48,008 shares; 2025Q1: 52,924 shares; 2025Q2: 56,862 shares; 2025Q3: 56,770 shares; 2025Q4: 56,601 shares; 2026Q1: 52,167 shares; 2026Q2: 50,249 shares 50,249 $7.36M 0.12% -1,918 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 2,932,090 shares; 2026Q1: 1,641,917 shares; 2026Q2: 1,502,697 shares 1,502,697 $7.35M 0.12% -139,220 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: 35,132 shares; 2024Q4: 35,069 shares; 2025Q1: 36,211 shares; 2025Q2: 35,363 shares; 2025Q3: 34,514 shares; 2025Q4: 33,651 shares; 2026Q1: 32,873 shares; 2026Q2: 33,033 shares 33,033 $7.28M 0.12% +160 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: 17,037 shares; 2024Q4: 17,267 shares; 2025Q1: 24,425 shares; 2025Q2: 24,717 shares; 2025Q3: 26,264 shares; 2025Q4: 26,173 shares; 2026Q1: 26,809 shares; 2026Q2: 28,316 shares 28,316 $7.13M 0.12% +1,507 Timeline POCT 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: 287,452 shares; 2024Q4: 265,911 shares; 2025Q1: 240,368 shares; 2025Q2: 227,778 shares; 2025Q3: 197,448 shares; 2025Q4: 183,397 shares; 2026Q1: 162,659 shares; 2026Q2: 150,515 shares 150,515 $6.99M 0.12% -12,144 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: 15,134 shares; 2024Q4: 15,358 shares; 2025Q1: 14,736 shares; 2025Q2: 15,590 shares; 2025Q3: 15,379 shares; 2025Q4: 15,681 shares; 2026Q1: 14,334 shares; 2026Q2: 56,007 shares 56,007 $6.95M 0.12% +41,673 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: 9,436 shares; 2024Q4: 9,060 shares; 2025Q1: 8,647 shares; 2025Q2: 10,315 shares; 2025Q3: 9,835 shares; 2025Q4: 9,586 shares; 2026Q1: 9,255 shares; 2026Q2: 9,586 shares 9,586 $6.84M 0.11% +331 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: 48,908 shares; 2024Q4: 47,002 shares; 2025Q1: 49,351 shares; 2025Q2: 48,058 shares; 2025Q3: 40,728 shares; 2025Q4: 41,047 shares; 2026Q1: 40,494 shares; 2026Q2: 39,325 shares 39,325 $6.52M 0.11% -1,169 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: 55,356 shares; 2024Q4: 50,820 shares; 2025Q1: 53,834 shares; 2025Q2: 53,277 shares; 2025Q3: 52,670 shares; 2025Q4: 49,170 shares; 2026Q1: 49,228 shares; 2026Q2: 49,526 shares 49,526 $6.36M 0.11% +298 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: 57,015 shares; 2024Q4: 57,220 shares; 2025Q1: 41,997 shares; 2025Q2: 42,369 shares; 2025Q3: 42,487 shares; 2025Q4: 43,792 shares; 2026Q1: 44,381 shares; 2026Q2: 45,893 shares 45,893 $6.27M 0.1% +1,512 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: 539,497 shares; 2024Q4: 511,356 shares; 2025Q1: 340,783 shares; 2025Q2: 257,910 shares; 2025Q3: 231,937 shares; 2025Q4: 212,873 shares; 2026Q1: 180,183 shares; 2026Q2: 168,427 shares 168,427 $6.2M 0.1% -11,756 Timeline PJUL 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: 233,835 shares; 2024Q4: 221,519 shares; 2025Q1: 196,861 shares; 2025Q2: 187,627 shares; 2025Q3: 170,391 shares; 2025Q4: 159,199 shares; 2026Q1: 131,169 shares; 2026Q2: 124,593 shares 124,593 $6.08M 0.1% -6,576 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: 32,838 shares; 2024Q4: 32,502 shares; 2025Q1: 32,943 shares; 2025Q2: 32,654 shares; 2025Q3: 30,053 shares; 2025Q4: 30,499 shares; 2026Q1: 29,136 shares; 2026Q2: 30,277 shares 30,277 $5.74M 0.1% +1,141 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: 9,072 shares; 2024Q4: 8,892 shares; 2025Q1: 8,952 shares; 2025Q2: 8,739 shares; 2025Q3: 8,440 shares; 2025Q4: 8,128 shares; 2026Q1: 7,695 shares; 2026Q2: 7,583 shares 7,583 $5.73M 0.1% -112 Timeline PJAN 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: 270,723 shares; 2024Q4: 247,548 shares; 2025Q1: 209,982 shares; 2025Q2: 193,837 shares; 2025Q3: 160,919 shares; 2025Q4: 143,013 shares; 2026Q1: 116,120 shares; 2026Q2: 112,935 shares 112,935 $5.59M 0.09% -3,185 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,862 shares; 2024Q4: 68,557 shares; 2025Q1: 67,268 shares; 2025Q2: 70,131 shares; 2025Q3: 68,851 shares; 2025Q4: 68,594 shares; 2026Q1: 68,436 shares; 2026Q2: 68,674 shares 68,674 $5.45M 0.09% +238 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: 42,550 shares; 2024Q4: 46,003 shares; 2025Q1: 44,639 shares; 2025Q2: 43,368 shares; 2025Q3: 44,207 shares; 2025Q4: 47,939 shares; 2026Q1: 47,373 shares; 2026Q2: 47,176 shares 47,176 $5.35M 0.09% -197 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,921 shares; 2024Q4: 123,301 shares; 2025Q1: 97,643 shares; 2025Q2: 142,715 shares; 2025Q3: 133,632 shares; 2025Q4: 123,071 shares; 2026Q1: 109,606 shares; 2026Q2: 101,355 shares 101,355 $5.34M 0.09% -8,251 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: 50,541 shares; 2024Q4: 48,988 shares; 2025Q1: 52,351 shares; 2025Q2: 54,418 shares; 2025Q3: 53,046 shares; 2025Q4: 53,753 shares; 2026Q1: 54,158 shares; 2026Q2: 53,543 shares 53,543 $5.15M 0.09% -615 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: 10,924 shares; 2024Q4: 10,666 shares; 2025Q1: 15,074 shares; 2025Q2: 15,067 shares; 2025Q3: 15,109 shares; 2025Q4: 15,237 shares; 2026Q1: 15,192 shares; 2026Q2: 15,205 shares 15,205 $5.14M 0.09% +13 Timeline PAPR 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: 277,265 shares; 2024Q4: 257,413 shares; 2025Q1: 223,477 shares; 2025Q2: 203,284 shares; 2025Q3: 172,365 shares; 2025Q4: 157,735 shares; 2026Q1: 133,368 shares; 2026Q2: 121,679 shares 121,679 $5.13M 0.09% -11,689 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: 11,084 shares; 2024Q4: 10,730 shares; 2025Q1: 10,575 shares; 2025Q2: 10,536 shares; 2025Q3: 10,299 shares; 2025Q4: 10,043 shares; 2026Q1: 10,065 shares; 2026Q2: 9,981 shares 9,981 $5.13M 0.09% -84 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: 43,786 shares; 2024Q4: 43,293 shares; 2025Q1: 44,778 shares; 2025Q2: 46,258 shares; 2025Q3: 43,067 shares; 2025Q4: 33,186 shares; 2026Q1: 33,236 shares; 2026Q2: 34,310 shares 34,310 $5.03M 0.08% +1,074 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,519 shares; 2024Q4: 4,217 shares; 2025Q1: 4,863 shares; 2025Q2: 4,853 shares; 2025Q3: 4,680 shares; 2025Q4: 4,420 shares; 2026Q1: 4,416 shares; 2026Q2: 4,390 shares 4,390 $4.97M 0.08% -26 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: 9,986 shares; 2024Q4: 9,992 shares; 2025Q1: 12,079 shares; 2025Q2: 12,544 shares; 2025Q3: 12,545 shares; 2025Q4: 12,787 shares; 2026Q1: 12,770 shares; 2026Q2: 13,231 shares 13,231 $4.94M 0.08% +461 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,626 shares; 2024Q4: 46,981 shares; 2025Q1: 46,304 shares; 2025Q2: 47,358 shares; 2025Q3: 47,112 shares; 2025Q4: 45,961 shares; 2026Q1: 46,315 shares; 2026Q2: 47,499 shares 47,499 $4.94M 0.08% +1,184 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: 7,323 shares; 2024Q4: 7,263 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,548 shares 7,548 $4.79M 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: 11,294 shares; 2025Q2: 33,658 shares; 2025Q3: 45,210 shares; 2025Q4: 58,125 shares; 2026Q1: 65,273 shares; 2026Q2: 84,011 shares 84,011 $4.74M 0.08% +18,738 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: 14,640 shares; 2024Q4: 14,158 shares; 2025Q1: 15,079 shares; 2025Q2: 14,775 shares; 2025Q3: 14,324 shares; 2025Q4: 13,908 shares; 2026Q1: 14,136 shares; 2026Q2: 14,145 shares 14,145 $4.67M 0.08% +9 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: 15,140 shares; 2024Q4: 14,814 shares; 2025Q1: 14,966 shares; 2025Q2: 14,838 shares; 2025Q3: 14,702 shares; 2025Q4: 14,786 shares; 2026Q1: 14,676 shares; 2026Q2: 14,383 shares 14,383 $4.53M 0.08% -293 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: 6,480 shares; 2024Q4: 8,308 shares; 2025Q1: 7,509 shares; 2025Q2: 8,387 shares; 2025Q3: 8,350 shares; 2025Q4: 9,761 shares; 2026Q1: 9,851 shares; 2026Q2: 10,660 shares 10,660 $4.48M 0.07% +809 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: 16,193 shares; 2024Q4: 15,993 shares; 2025Q1: 17,074 shares; 2025Q2: 17,729 shares; 2025Q3: 17,139 shares; 2025Q4: 17,283 shares; 2026Q1: 17,503 shares; 2026Q2: 17,533 shares 17,533 $4.48M 0.07% +30 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: 34,422 shares; 2024Q4: 38,085 shares; 2025Q1: 25,045 shares; 2025Q2: 23,278 shares; 2025Q3: 20,850 shares; 2025Q4: 20,318 shares; 2026Q1: 20,610 shares; 2026Q2: 19,669 shares 19,669 $4.47M 0.07% -941 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: 21,223 shares; 2024Q4: 20,316 shares; 2025Q1: 20,421 shares; 2025Q2: 24,139 shares; 2025Q3: 22,709 shares; 2025Q4: 22,097 shares; 2026Q1: 21,232 shares; 2026Q2: 21,189 shares 21,189 $4.25M 0.07% -43 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,264 shares; 2024Q4: 164,349 shares; 2025Q1: 199,652 shares; 2025Q2: 194,071 shares; 2025Q3: 200,175 shares; 2025Q4: 192,004 shares; 2026Q1: 185,765 shares; 2026Q2: 193,738 shares 193,738 $4.25M 0.07% +7,973 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: 33,694 shares; 2024Q4: 32,069 shares; 2025Q1: 32,908 shares; 2025Q2: 32,994 shares; 2025Q3: 32,063 shares; 2025Q4: 31,296 shares; 2026Q1: 31,382 shares; 2026Q2: 31,123 shares 31,123 $4.21M 0.07% -259 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,190 shares; 2024Q4: 87,428 shares; 2025Q1: 85,914 shares; 2025Q2: 83,175 shares; 2025Q3: 100,819 shares; 2025Q4: 77,790 shares; 2026Q1: 77,772 shares; 2026Q2: 77,810 shares 77,810 $4.09M 0.07% +38 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: 90,975 shares; 2024Q4: 90,189 shares; 2025Q1: 89,580 shares; 2025Q2: 87,904 shares; 2025Q3: 85,739 shares; 2025Q4: 81,671 shares; 2026Q1: 85,390 shares; 2026Q2: 85,286 shares 85,286 $4.05M 0.07% -104 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: 2,656 shares; 2024Q4: 2,656 shares; 2025Q1: 3,415 shares; 2025Q2: 3,493 shares; 2025Q3: 3,525 shares; 2025Q4: 3,595 shares; 2026Q1: 3,434 shares; 2026Q2: 3,448 shares 3,448 $4.05M 0.07% +14 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: 10,266 shares; 2024Q4: 10,277 shares; 2025Q1: 10,182 shares; 2025Q2: 10,462 shares; 2025Q3: 9,857 shares; 2025Q4: 9,661 shares; 2026Q1: 9,636 shares; 2026Q2: 9,636 shares 9,636 $3.95M 0.07% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,280 shares; 2024Q4: 27,977 shares; 2025Q1: 32,003 shares; 2025Q2: 32,183 shares; 2025Q3: 24,548 shares; 2025Q4: 27,825 shares; 2026Q1: 29,517 shares; 2026Q2: 29,708 shares 29,708 $3.88M 0.06% +191 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,940 shares; 2024Q4: 43,914 shares; 2025Q1: 46,582 shares; 2025Q2: 45,919 shares; 2025Q3: 45,033 shares; 2025Q4: 46,266 shares; 2026Q1: 46,646 shares; 2026Q2: 47,273 shares 47,273 $3.84M 0.06% +627 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,512 shares; 2024Q4: 18,540 shares; 2025Q1: 19,560 shares; 2025Q2: 18,617 shares; 2025Q3: 17,646 shares; 2025Q4: 16,890 shares; 2026Q1: 16,877 shares; 2026Q2: 18,134 shares 18,134 $3.74M 0.06% +1,257 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: 78,837 shares; 2024Q4: 74,912 shares; 2025Q1: 54,813 shares; 2025Q2: 51,000 shares; 2025Q3: 51,635 shares; 2025Q4: 43,562 shares; 2026Q1: 43,964 shares; 2026Q2: 45,291 shares 45,291 $3.68M 0.06% +1,327 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: 84,732 shares; 2024Q4: 86,699 shares; 2025Q1: 84,526 shares; 2025Q2: 83,110 shares; 2025Q3: 86,293 shares; 2025Q4: 82,156 shares; 2026Q1: 83,191 shares; 2026Q2: 86,365 shares 86,365 $3.66M 0.06% +3,174 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: 2,237 shares; 2024Q4: 2,233 shares; 2025Q1: 2,674 shares; 2025Q2: 3,053 shares; 2025Q3: 3,017 shares; 2025Q4: 3,087 shares; 2026Q1: 3,187 shares; 2026Q2: 3,476 shares 3,476 $3.52M 0.06% +289 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: 17,345 shares; 2024Q4: 17,328 shares; 2025Q1: 23,968 shares; 2025Q2: 21,497 shares; 2025Q3: 18,937 shares; 2025Q4: 18,449 shares; 2026Q1: 20,080 shares; 2026Q2: 20,748 shares 20,748 $3.38M 0.06% +668 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: 9,346 shares; 2024Q4: 9,261 shares; 2025Q1: 7,830 shares; 2025Q2: 7,567 shares; 2025Q3: 7,805 shares; 2025Q4: 8,128 shares; 2026Q1: 8,255 shares; 2026Q2: 9,310 shares 9,310 $3.28M 0.05% +1,055 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: 11,880 shares; 2024Q4: 12,199 shares; 2025Q1: 11,304 shares; 2025Q2: 11,924 shares; 2025Q3: 11,095 shares; 2025Q4: 10,712 shares; 2026Q1: 10,630 shares; 2026Q2: 10,683 shares 10,683 $3.21M 0.05% +53 Timeline IBDR 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: 99,176 shares; 2025Q1: 98,680 shares; 2025Q2: 109,080 shares; 2025Q3: 111,840 shares; 2025Q4: 132,123 shares; 2026Q1: 130,061 shares; 2026Q2: 130,345 shares 130,345 $3.16M 0.05% +284 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: 9,608 shares; 2024Q4: 9,279 shares; 2025Q1: 10,042 shares; 2025Q2: 10,180 shares; 2025Q3: 8,483 shares; 2025Q4: 8,904 shares; 2026Q1: 8,947 shares; 2026Q2: 9,029 shares 9,029 $3.1M 0.05% +82 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: 7,409 shares; 2024Q4: 7,172 shares; 2025Q1: 7,624 shares; 2025Q2: 7,383 shares; 2025Q3: 7,055 shares; 2025Q4: 7,031 shares; 2026Q1: 6,035 shares; 2026Q2: 6,034 shares 6,034 $3.03M 0.05% -1 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,680 shares; 2024Q4: 43,824 shares; 2025Q1: 38,543 shares; 2025Q2: 37,659 shares; 2025Q3: 36,156 shares; 2025Q4: 33,268 shares; 2026Q1: 33,027 shares; 2026Q2: 33,004 shares 33,004 $3.01M 0.05% -23 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: 53,515 shares; 2024Q4: 36,897 shares; 2025Q1: 26,383 shares; 2025Q2: 22,012 shares; 2025Q3: 20,723 shares; 2025Q4: 20,151 shares; 2026Q1: 20,683 shares; 2026Q2: 20,801 shares 20,801 $2.9M 0.05% +118 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: 10,062 shares; 2024Q4: 9,815 shares; 2025Q1: 9,815 shares; 2025Q2: 9,901 shares; 2025Q3: 9,750 shares; 2025Q4: 9,970 shares; 2026Q1: 9,702 shares; 2026Q2: 9,715 shares 9,715 $2.9M 0.05% +13 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: 16,921 shares; 2024Q4: 16,695 shares; 2025Q1: 16,050 shares; 2025Q2: 15,662 shares; 2025Q3: 15,307 shares; 2025Q4: 18,776 shares; 2026Q1: 18,908 shares; 2026Q2: 18,929 shares 18,929 $2.88M 0.05% +21 Timeline PSEP 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: 111,430 shares; 2024Q4: 98,829 shares; 2025Q1: 76,069 shares; 2025Q2: 67,432 shares; 2025Q3: 65,266 shares; 2025Q4: 62,302 shares; 2026Q1: 61,283 shares; 2026Q2: 59,851 shares 59,851 $2.76M 0.05% -1,432 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,441 shares; 2024Q4: 8,032 shares; 2025Q1: 7,989 shares; 2025Q2: 8,036 shares; 2025Q3: 7,786 shares; 2025Q4: 7,109 shares; 2026Q1: 7,101 shares; 2026Q2: 7,096 shares 7,096 $2.74M 0.05% -5 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,921 shares; 2024Q4: 94,493 shares; 2025Q1: 75,296 shares; 2025Q2: 65,318 shares; 2025Q3: 62,897 shares; 2025Q4: 61,873 shares; 2026Q1: 61,162 shares; 2026Q2: 56,772 shares 56,772 $2.71M 0.05% -4,390 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,148 shares; 2024Q4: 112,590 shares; 2025Q1: 82,321 shares; 2025Q2: 79,532 shares; 2025Q3: 77,461 shares; 2025Q4: 70,008 shares; 2026Q1: 62,888 shares; 2026Q2: 62,656 shares 62,656 $2.7M 0.05% -232 Timeline PDEC 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: 109,086 shares; 2024Q4: 98,820 shares; 2025Q1: 79,155 shares; 2025Q2: 71,608 shares; 2025Q3: 69,156 shares; 2025Q4: 64,864 shares; 2026Q1: 61,409 shares; 2026Q2: 58,272 shares 58,272 $2.67M 0.04% -3,137 Timeline XLY 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: 13,789 shares; 2024Q4: 13,313 shares; 2025Q1: 13,408 shares; 2025Q2: 13,183 shares; 2025Q3: 13,196 shares; 2025Q4: 23,541 shares; 2026Q1: 22,376 shares; 2026Q2: 22,267 shares 22,267 $2.61M 0.04% -109 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,368 shares; 2025Q1: 34,019 shares; 2025Q2: 39,520 shares; 2025Q3: 43,222 shares; 2025Q4: 41,750 shares; 2026Q1: 42,584 shares; 2026Q2: 41,597 shares 41,597 $2.55M 0.04% -987 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,879 shares; 2024Q4: 2,862 shares; 2025Q1: 2,929 shares; 2025Q2: 3,002 shares; 2025Q3: 2,930 shares; 2025Q4: 3,051 shares; 2026Q1: 2,994 shares; 2026Q2: 14,580 shares 14,580 $2.51M 0.04% +11,586 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: 329,201 shares; 2024Q4: 273,909 shares; 2025Q1: 175,310 shares; 2025Q2: 135,214 shares; 2025Q3: 119,623 shares; 2025Q4: 92,211 shares; 2026Q1: 75,657 shares; 2026Q2: 62,288 shares 62,288 $2.5M 0.04% -13,369 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: 8,538 shares; 2024Q4: 8,363 shares; 2025Q1: 12,401 shares; 2025Q2: 12,755 shares; 2025Q3: 13,347 shares; 2025Q4: 12,256 shares; 2026Q1: 12,810 shares; 2026Q2: 13,703 shares 13,703 $2.48M 0.04% +893 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,333 shares; 2024Q4: 11,480 shares; 2025Q1: 15,861 shares; 2025Q2: 15,722 shares; 2025Q3: 15,721 shares; 2025Q4: 15,312 shares; 2026Q1: 15,157 shares; 2026Q2: 15,239 shares 15,239 $2.47M 0.04% +82 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,105 shares; 2024Q4: 1,009 shares; 2025Q1: 1,006 shares; 2025Q2: 1,018 shares; 2025Q3: 994 shares; 2025Q4: 1,030 shares; 2026Q1: 1,000 shares; 2026Q2: 6,464 shares 6,464 $2.4M 0.04% +5,464 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: 22,168 shares; 2024Q4: 21,619 shares; 2025Q1: 19,325 shares; 2025Q2: 19,136 shares; 2025Q3: 19,236 shares; 2025Q4: 18,624 shares; 2026Q1: 19,428 shares; 2026Q2: 18,716 shares 18,716 $2.37M 0.04% -712 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,853 shares; 2024Q4: 30,137 shares; 2025Q1: 30,622 shares; 2025Q2: 30,585 shares; 2025Q3: 29,677 shares; 2025Q4: 27,202 shares; 2026Q1: 26,252 shares; 2026Q2: 26,040 shares 26,040 $2.33M 0.04% -212 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,141 shares; 2024Q4: 11,781 shares; 2025Q1: 11,675 shares; 2025Q2: 11,676 shares; 2025Q3: 17,879 shares; 2025Q4: 18,716 shares; 2026Q1: 18,837 shares; 2026Q2: 18,350 shares 18,350 $2.28M 0.04% -487 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,589 shares; 2024Q4: 21,561 shares; 2025Q1: 19,945 shares; 2025Q2: 19,844 shares; 2025Q3: 21,335 shares; 2025Q4: 21,334 shares; 2026Q1: 18,460 shares; 2026Q2: 18,573 shares 18,573 $2.23M 0.04% +113 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,948 shares; 2024Q4: 8,768 shares; 2025Q1: 8,738 shares; 2025Q2: 8,529 shares; 2025Q3: 8,186 shares; 2025Q4: 8,083 shares; 2026Q1: 7,895 shares; 2026Q2: 7,859 shares 7,859 $2.2M 0.04% -36 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: 8,103 shares; 2024Q4: 8,020 shares; 2025Q1: 7,921 shares; 2025Q2: 7,946 shares; 2025Q3: 7,973 shares; 2025Q4: 8,063 shares; 2026Q1: 8,068 shares; 2026Q2: 8,093 shares 8,093 $2.19M 0.04% +25 Timeline IBDS 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: 52,571 shares; 2025Q1: 67,014 shares; 2025Q2: 80,382 shares; 2025Q3: 72,990 shares; 2025Q4: 88,511 shares; 2026Q1: 88,511 shares; 2026Q2: 88,511 shares 88,511 $2.14M 0.04% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,239 shares; 2024Q4: 22,315 shares; 2025Q1: 22,920 shares; 2025Q2: 22,520 shares; 2025Q3: 22,640 shares; 2025Q4: 22,715 shares; 2026Q1: 23,508 shares; 2026Q2: 23,127 shares 23,127 $2.13M 0.04% -381 Timeline PJUN 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: 99,618 shares; 2024Q4: 89,650 shares; 2025Q1: 68,088 shares; 2025Q2: 56,829 shares; 2025Q3: 53,928 shares; 2025Q4: 50,844 shares; 2026Q1: 49,973 shares; 2026Q2: 49,201 shares 49,201 $2.13M 0.04% -772 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,336 shares; 2024Q4: 22,679 shares; 2025Q1: 21,463 shares; 2025Q2: 22,455 shares; 2025Q3: 22,416 shares; 2025Q4: 21,704 shares; 2026Q1: 24,615 shares; 2026Q2: 24,959 shares 24,959 $2.11M 0.04% +344 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: not reported; 2024Q4: 13,976 shares; 2025Q1: 14,137 shares; 2025Q2: 16,386 shares; 2025Q3: 15,711 shares; 2025Q4: 15,013 shares; 2026Q1: 15,474 shares; 2026Q2: 15,479 shares 15,479 $2.08M 0.03% +5 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: 10,594 shares; 2024Q4: 10,325 shares; 2025Q1: 12,066 shares; 2025Q2: 11,627 shares; 2025Q3: 11,543 shares; 2025Q4: 11,524 shares; 2026Q1: 11,537 shares; 2026Q2: 10,915 shares 10,915 $2.08M 0.03% -622 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: 5,006 shares; 2024Q4: 4,848 shares; 2025Q1: 4,607 shares; 2025Q2: 4,515 shares; 2025Q3: 4,296 shares; 2025Q4: 4,171 shares; 2026Q1: 4,388 shares; 2026Q2: 4,431 shares 4,431 $2.03M 0.03% +43 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: 4,677 shares; 2024Q4: 5,237 shares; 2025Q1: 4,972 shares; 2025Q2: 4,592 shares; 2025Q3: 5,219 shares; 2025Q4: 10,196 shares; 2026Q1: 10,419 shares; 2026Q2: 10,497 shares 10,497 $2M 0.03% +78 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: 22,246 shares; 2024Q4: 20,965 shares; 2025Q1: 20,800 shares; 2025Q2: 20,720 shares; 2025Q3: 20,397 shares; 2025Q4: 20,750 shares; 2026Q1: 20,419 shares; 2026Q2: 18,101 shares 18,101 $2M 0.03% -2,318 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,579 shares; 2024Q4: 4,575 shares; 2025Q1: 4,607 shares; 2025Q2: 4,617 shares; 2025Q3: 4,695 shares; 2025Q4: 4,881 shares; 2026Q1: 4,853 shares; 2026Q2: 4,853 shares 4,853 $1.95M 0.03% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,767 shares; 2024Q4: 181,567 shares; 2025Q1: 181,567 shares; 2025Q2: 181,567 shares; 2025Q3: 181,567 shares; 2025Q4: 177,542 shares; 2026Q1: 87,542 shares; 2026Q2: 87,542 shares 87,542 $1.95M 0.03% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,511 shares; 2025Q4: 7,702 shares; 2026Q1: 8,397 shares; 2026Q2: 8,439 shares 8,439 $1.94M 0.03% +42 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: 13,334 shares; 2024Q4: 13,181 shares; 2025Q1: 21,413 shares; 2025Q2: 21,944 shares; 2025Q3: 21,900 shares; 2025Q4: 21,909 shares; 2026Q1: 21,082 shares; 2026Q2: 21,332 shares 21,332 $1.94M 0.03% +250 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,909 shares; 2024Q4: 38,919 shares; 2025Q1: 37,237 shares; 2025Q2: 35,715 shares; 2025Q3: 33,009 shares; 2025Q4: 31,474 shares; 2026Q1: 32,815 shares; 2026Q2: 32,850 shares 32,850 $1.88M 0.03% +35 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,214 shares; 2024Q4: 3,255 shares; 2025Q1: 3,394 shares; 2025Q2: 3,252 shares; 2025Q3: 3,005 shares; 2025Q4: 3,180 shares; 2026Q1: 3,042 shares; 2026Q2: 3,009 shares 3,009 $1.88M 0.03% -33 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,247 shares; 2024Q4: 19,757 shares; 2025Q1: 19,598 shares; 2025Q2: 19,714 shares; 2025Q3: 19,937 shares; 2025Q4: 18,123 shares; 2026Q1: 16,921 shares; 2026Q2: 16,946 shares 16,946 $1.82M 0.03% +25 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: 34,380 shares; 2024Q4: 34,586 shares; 2025Q1: 26,165 shares; 2025Q2: 26,067 shares; 2025Q3: 22,838 shares; 2025Q4: 22,772 shares; 2026Q1: 22,573 shares; 2026Q2: 20,669 shares 20,669 $1.81M 0.03% -1,904 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,227 shares; 2024Q4: 5,260 shares; 2025Q1: 5,372 shares; 2025Q2: 5,470 shares; 2025Q3: 5,420 shares; 2025Q4: 5,262 shares; 2026Q1: 5,343 shares; 2026Q2: 5,273 shares 5,273 $1.81M 0.03% -70 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: 60,896 shares; 2024Q4: 47,470 shares; 2025Q1: 44,385 shares; 2025Q2: 40,373 shares; 2025Q3: 39,610 shares; 2025Q4: 36,784 shares; 2026Q1: 36,098 shares; 2026Q2: 37,080 shares 37,080 $1.78M 0.03% +982 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: 26,498 shares; 2024Q4: 21,936 shares; 2025Q1: 17,990 shares; 2025Q2: 18,094 shares; 2025Q3: 16,427 shares; 2025Q4: 14,778 shares; 2026Q1: 14,050 shares; 2026Q2: 17,171 shares 17,171 $1.78M 0.03% +3,121 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,002 shares; 2025Q4: 15,250 shares; 2026Q1: 15,020 shares; 2026Q2: 12,545 shares 12,545 $1.76M 0.03% -2,475 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,438 shares; 2024Q4: 38,438 shares; 2025Q1: 47,788 shares; 2025Q2: 47,788 shares; 2025Q3: 50,748 shares; 2025Q4: 63,984 shares; 2026Q1: 63,984 shares; 2026Q2: 69,017 shares 69,017 $1.74M 0.03% +5,033 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: 2,285 shares; 2024Q4: 2,450 shares; 2025Q1: 2,435 shares; 2025Q2: 2,819 shares; 2025Q3: 2,819 shares; 2025Q4: 2,761 shares; 2026Q1: 2,475 shares; 2026Q2: 2,460 shares 2,460 $1.73M 0.03% -15 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,955 shares; 2024Q4: 8,050 shares; 2025Q1: 8,435 shares; 2025Q2: 7,848 shares; 2025Q3: 6,551 shares; 2025Q4: 7,082 shares; 2026Q1: 8,568 shares; 2026Q2: 8,384 shares 8,384 $1.72M 0.03% -184 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,739 shares; 2024Q4: 12,683 shares; 2025Q1: 12,820 shares; 2025Q2: 12,805 shares; 2025Q3: 12,416 shares; 2025Q4: 12,035 shares; 2026Q1: 12,081 shares; 2026Q2: 11,977 shares 11,977 $1.71M 0.03% -104 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,547 shares; 2024Q4: 10,721 shares; 2025Q1: 11,664 shares; 2025Q2: 11,682 shares; 2025Q3: 10,878 shares; 2025Q4: 12,490 shares; 2026Q1: 13,478 shares; 2026Q2: 12,319 shares 12,319 $1.71M 0.03% -1,159 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,545 shares; 2024Q4: 20,633 shares; 2025Q1: 20,466 shares; 2025Q2: 21,084 shares; 2025Q3: 21,175 shares; 2025Q4: 85,978 shares; 2026Q1: 21,282 shares; 2026Q2: 17,206 shares 17,206 $1.66M 0.03% -4,076 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: 4,636 shares; 2024Q4: 4,584 shares; 2025Q1: 4,554 shares; 2025Q2: 4,554 shares; 2025Q3: 4,551 shares; 2025Q4: 4,505 shares; 2026Q1: 4,540 shares; 2026Q2: 4,521 shares 4,521 $1.65M 0.03% -19 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: 11,816 shares; 2024Q4: 24,193 shares; 2025Q1: 28,936 shares; 2025Q2: 29,651 shares; 2025Q3: 27,192 shares; 2025Q4: 32,563 shares; 2026Q1: 41,357 shares; 2026Q2: 55,003 shares 55,003 $1.62M 0.03% +13,646 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: 12,901 shares; 2024Q4: 12,092 shares; 2025Q1: 16,632 shares; 2025Q2: 17,331 shares; 2025Q3: 20,838 shares; 2025Q4: 21,862 shares; 2026Q1: 21,810 shares; 2026Q2: 22,439 shares 22,439 $1.61M 0.03% +629 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: 26,181 shares; 2024Q4: 22,329 shares; 2025Q1: 18,451 shares; 2025Q2: 19,001 shares; 2025Q3: 17,477 shares; 2025Q4: 14,647 shares; 2026Q1: 14,693 shares; 2026Q2: 15,713 shares 15,713 $1.58M 0.03% +1,020 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: 6,202 shares; 2024Q4: 6,736 shares; 2025Q1: 6,053 shares; 2025Q2: 6,476 shares; 2025Q3: 6,235 shares; 2025Q4: 6,603 shares; 2026Q1: 6,549 shares; 2026Q2: 6,527 shares 6,527 $1.58M 0.03% -22 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: 24,811 shares; 2024Q4: 20,883 shares; 2025Q1: 10,228 shares; 2025Q2: 14,294 shares; 2025Q3: 15,694 shares; 2025Q4: 18,135 shares; 2026Q1: 21,956 shares; 2026Q2: 21,844 shares 21,844 $1.56M 0.03% -112 Timeline XLB 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: 17,897 shares; 2024Q4: 17,752 shares; 2025Q1: 17,409 shares; 2025Q2: 16,892 shares; 2025Q3: 16,266 shares; 2025Q4: 31,479 shares; 2026Q1: 30,624 shares; 2026Q2: 30,496 shares 30,496 $1.55M 0.03% -128 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,686 shares; 2024Q4: 18,794 shares; 2025Q1: 18,536 shares; 2025Q2: 18,458 shares; 2025Q3: 17,903 shares; 2025Q4: 17,042 shares; 2026Q1: 16,882 shares; 2026Q2: 16,711 shares 16,711 $1.53M 0.03% -171 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: 8,000 shares; 2024Q4: 8,196 shares; 2025Q1: 8,196 shares; 2025Q2: 8,367 shares; 2025Q3: 8,018 shares; 2025Q4: 6,957 shares; 2026Q1: 6,920 shares; 2026Q2: 6,850 shares 6,850 $1.53M 0.03% -70 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.03% 0 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: 1,372 shares; 2024Q4: 1,375 shares; 2025Q1: 1,484 shares; 2025Q2: 1,565 shares; 2025Q3: 1,604 shares; 2025Q4: 1,659 shares; 2026Q1: 1,572 shares; 2026Q2: 1,596 shares 1,596 $1.49M 0.02% +24 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,643 shares; 2024Q4: 17,674 shares; 2025Q1: 20,157 shares; 2025Q2: 20,015 shares; 2025Q3: 19,977 shares; 2025Q4: 20,182 shares; 2026Q1: 20,181 shares; 2026Q2: 20,336 shares 20,336 $1.49M 0.02% +155 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,743 shares; 2024Q4: 29,237 shares; 2025Q1: 48,382 shares; 2025Q2: 49,836 shares; 2025Q3: 49,951 shares; 2025Q4: 45,966 shares; 2026Q1: 44,417 shares; 2026Q2: 45,547 shares 45,547 $1.49M 0.02% +1,130 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,501 shares; 2024Q4: 268,614 shares; 2025Q1: 174,543 shares; 2025Q2: 122,589 shares; 2025Q3: 84,406 shares; 2025Q4: 65,752 shares; 2026Q1: 59,533 shares; 2026Q2: 56,221 shares 56,221 $1.47M 0.02% -3,312 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: 6,875 shares; 2024Q4: 5,394 shares; 2025Q1: 4,961 shares; 2025Q2: 4,770 shares; 2025Q3: 4,531 shares; 2025Q4: 4,719 shares; 2026Q1: 2,541 shares; 2026Q2: 2,517 shares 2,517 $1.46M 0.02% -24 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,077 shares; 2024Q4: 27,930 shares; 2025Q1: 27,789 shares; 2025Q2: 27,797 shares; 2025Q3: 27,206 shares; 2025Q4: 27,214 shares; 2026Q1: 26,554 shares; 2026Q2: 26,164 shares 26,164 $1.46M 0.02% -390 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: 23,065 shares; 2024Q4: 22,483 shares; 2025Q1: 21,998 shares; 2025Q2: 21,662 shares; 2025Q3: 21,614 shares; 2025Q4: 21,549 shares; 2026Q1: 21,468 shares; 2026Q2: 21,150 shares 21,150 $1.45M 0.02% -318 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,042 shares; 2024Q4: 6,992 shares; 2025Q1: 6,932 shares; 2025Q2: 6,882 shares; 2025Q3: 6,008 shares; 2025Q4: 6,008 shares; 2026Q1: 6,141 shares; 2026Q2: 6,069 shares 6,069 $1.44M 0.02% -72 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: 26,311 shares; 2024Q4: 25,334 shares; 2025Q1: 26,209 shares; 2025Q2: 26,000 shares; 2025Q3: 25,596 shares; 2025Q4: 24,993 shares; 2026Q1: 25,053 shares; 2026Q2: 25,031 shares 25,031 $1.44M 0.02% -22 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: 2,341 shares; 2024Q4: 2,238 shares; 2025Q1: 2,495 shares; 2025Q2: 2,618 shares; 2025Q3: 2,687 shares; 2025Q4: 2,729 shares; 2026Q1: 2,796 shares; 2026Q2: 2,966 shares 2,966 $1.42M 0.02% +170 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,915 shares; 2024Q4: 4,084 shares; 2025Q1: 4,692 shares; 2025Q2: 4,698 shares; 2025Q3: 4,630 shares; 2025Q4: 4,335 shares; 2026Q1: 4,096 shares; 2026Q2: 4,031 shares 4,031 $1.39M 0.02% -65 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,139 shares; 2026Q1: 1,119 shares; 2026Q2: 1,189 shares 1,189 $1.37M 0.02% +70 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,653 shares; 2024Q4: 8,518 shares; 2025Q1: 8,394 shares; 2025Q2: 8,325 shares; 2025Q3: 7,963 shares; 2025Q4: 7,804 shares; 2026Q1: 7,693 shares; 2026Q2: 7,661 shares 7,661 $1.3M 0.02% -32 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: 31,376 shares; 2024Q4: 32,526 shares; 2025Q1: 23,932 shares; 2025Q2: 22,935 shares; 2025Q3: 22,707 shares; 2025Q4: 24,268 shares; 2026Q1: 23,551 shares; 2026Q2: 25,713 shares 25,713 $1.3M 0.02% +2,162 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,952 shares; 2024Q4: 9,365 shares; 2025Q1: 9,350 shares; 2025Q2: 9,291 shares; 2025Q3: 9,436 shares; 2025Q4: 9,436 shares; 2026Q1: 9,436 shares; 2026Q2: 9,794 shares 9,794 $1.3M 0.02% +358 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: 1,720 shares; 2024Q4: 1,701 shares; 2025Q1: 1,462 shares; 2025Q2: 2,583 shares; 2025Q3: 2,530 shares; 2025Q4: 27,750 shares; 2026Q1: 18,054 shares; 2026Q2: 17,887 shares 17,887 $1.28M 0.02% -167 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: 14,551 shares; 2024Q4: 14,443 shares; 2025Q1: 14,743 shares; 2025Q2: 14,962 shares; 2025Q3: 16,284 shares; 2025Q4: 16,284 shares; 2026Q1: 15,717 shares; 2026Q2: 15,717 shares 15,717 $1.26M 0.02% 0 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: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,320 shares; 2025Q2: 2,845 shares; 2025Q3: 3,422 shares; 2025Q4: 2,939 shares; 2026Q1: 2,862 shares; 2026Q2: 3,019 shares 3,019 $1.25M 0.02% +157 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,106 shares; 2024Q4: 5,109 shares; 2025Q1: 5,108 shares; 2025Q2: 5,031 shares; 2025Q3: 4,877 shares; 2025Q4: 5,118 shares; 2026Q1: 5,506 shares; 2026Q2: 5,811 shares 5,811 $1.21M 0.02% +305 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,999 shares; 2024Q4: 75,896 shares; 2025Q1: 70,076 shares; 2025Q2: 63,762 shares; 2025Q3: 60,089 shares; 2025Q4: 56,549 shares; 2026Q1: 52,916 shares; 2026Q2: 50,794 shares 50,794 $1.2M 0.02% -2,122 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,370 shares; 2024Q4: 7,370 shares; 2025Q1: 7,330 shares; 2025Q2: 7,330 shares; 2025Q3: 7,257 shares; 2025Q4: 7,257 shares; 2026Q1: 7,353 shares; 2026Q2: 7,479 shares 7,479 $1.2M 0.02% +126 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,026 shares; 2024Q4: 10,026 shares; 2025Q1: 10,041 shares; 2025Q2: 10,451 shares; 2025Q3: 10,444 shares; 2025Q4: 10,444 shares; 2026Q1: 10,444 shares; 2026Q2: 10,794 shares 10,794 $1.19M 0.02% +350 Timeline PMAY 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: 51,937 shares; 2024Q4: 46,286 shares; 2025Q1: 37,444 shares; 2025Q2: 35,201 shares; 2025Q3: 32,490 shares; 2025Q4: 31,855 shares; 2026Q1: 29,200 shares; 2026Q2: 28,795 shares 28,795 $1.19M 0.02% -405 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,878 shares; 2024Q4: 11,864 shares; 2025Q1: 11,469 shares; 2025Q2: 11,535 shares; 2025Q3: 11,196 shares; 2025Q4: 11,160 shares; 2026Q1: 11,332 shares; 2026Q2: 11,617 shares 11,617 $1.19M 0.02% +285 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,933 shares; 2024Q4: 2,934 shares; 2025Q1: 3,028 shares; 2025Q2: 3,188 shares; 2025Q3: 3,028 shares; 2025Q4: 3,129 shares; 2026Q1: 3,252 shares; 2026Q2: 3,201 shares 3,201 $1.18M 0.02% -51 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,059 shares; 2024Q4: 29,059 shares; 2025Q1: 29,059 shares; 2025Q2: 29,059 shares; 2025Q3: 47,326 shares; 2025Q4: 47,326 shares; 2026Q1: 47,326 shares; 2026Q2: 47,326 shares 47,326 $1.15M 0.02% 0 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: 12,278 shares; 2024Q4: 13,157 shares; 2025Q1: 13,237 shares; 2025Q2: 14,772 shares; 2025Q3: 13,849 shares; 2025Q4: 14,927 shares; 2026Q1: 19,429 shares; 2026Q2: 21,358 shares 21,358 $1.14M 0.02% +1,929 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,753 shares; 2024Q4: 14,158 shares; 2025Q1: 13,810 shares; 2025Q2: 13,160 shares; 2025Q3: 12,235 shares; 2025Q4: 10,839 shares; 2026Q1: 10,319 shares; 2026Q2: 9,835 shares 9,835 $1.12M 0.02% -484 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,106 shares; 2024Q4: 5,308 shares; 2025Q1: 5,269 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares; 2026Q1: 1,610 shares; 2026Q2: 2,070 shares 2,070 $1.08M 0.02% +460 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: 63,678 shares; 2024Q4: 50,493 shares; 2025Q1: 52,489 shares; 2025Q2: 48,918 shares; 2025Q3: 47,092 shares; 2025Q4: 45,057 shares; 2026Q1: 45,499 shares; 2026Q2: 44,567 shares 44,567 $1.07M 0.02% -932 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,363 shares; 2024Q4: 17,481 shares; 2025Q1: 17,481 shares; 2025Q2: 15,713 shares; 2025Q3: 15,063 shares; 2025Q4: 15,877 shares; 2026Q1: 15,838 shares; 2026Q2: 15,812 shares 15,812 $1.06M 0.02% -26 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,504 shares; 2024Q4: 12,504 shares; 2025Q1: 12,248 shares; 2025Q2: 12,069 shares; 2025Q3: 11,675 shares; 2025Q4: 23,620 shares; 2026Q1: 23,215 shares; 2026Q2: 23,215 shares 23,215 $1.05M 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,241 shares; 2024Q4: 8,212 shares; 2025Q1: 8,157 shares; 2025Q2: 8,218 shares; 2025Q3: 8,850 shares; 2025Q4: 9,465 shares; 2026Q1: 9,113 shares; 2026Q2: 8,939 shares 8,939 $1.04M 0.02% -174 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: 27,309 shares; 2024Q4: 26,272 shares; 2025Q1: 25,347 shares; 2025Q2: 25,534 shares; 2025Q3: 31,255 shares; 2025Q4: 33,396 shares; 2026Q1: 33,395 shares; 2026Q2: 33,395 shares 33,395 $1.01M 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,246 shares; 2024Q4: 3,248 shares; 2025Q1: 2,316 shares; 2025Q2: 2,301 shares; 2025Q3: 2,291 shares; 2025Q4: 2,520 shares; 2026Q1: 2,514 shares; 2026Q2: 3,456 shares 3,456 $1M 0.02% +942 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,544 shares; 2024Q4: 10,056 shares; 2025Q1: 10,049 shares; 2025Q2: 10,053 shares; 2025Q3: 10,034 shares; 2025Q4: 9,931 shares; 2026Q1: 9,923 shares; 2026Q2: 9,264 shares 9,264 $1M 0.02% -659 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,751 shares; 2025Q4: 17,595 shares; 2026Q1: 17,595 shares; 2026Q2: 17,595 shares 17,595 $984K 0.02% 0 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: 3,305 shares; 2024Q4: 3,825 shares; 2025Q1: 3,826 shares; 2025Q2: 3,859 shares; 2025Q3: 4,892 shares; 2025Q4: 5,020 shares; 2026Q1: 4,898 shares; 2026Q2: 4,898 shares 4,898 $968K 0.02% 0 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: 12,181 shares; 2024Q4: 12,181 shares; 2025Q1: 12,468 shares; 2025Q2: 12,508 shares; 2025Q3: 13,063 shares; 2025Q4: 12,662 shares; 2026Q1: 12,716 shares; 2026Q2: 12,634 shares 12,634 $954K 0.02% -82 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,207 shares; 2024Q4: 2,207 shares; 2025Q1: 2,207 shares; 2025Q2: 2,227 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares; 2026Q1: 2,497 shares; 2026Q2: 2,758 shares 2,758 $946K 0.02% +261 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 636 shares; 2025Q3: 644 shares; 2025Q4: 668 shares; 2026Q1: 675 shares; 2026Q2: 7,774 shares 7,774 $929K 0.02% +7,099 Timeline PAUG 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: 50,780 shares; 2024Q4: 46,614 shares; 2025Q1: 35,065 shares; 2025Q2: 32,455 shares; 2025Q3: 24,072 shares; 2025Q4: 23,468 shares; 2026Q1: 20,661 shares; 2026Q2: 20,088 shares 20,088 $917K 0.02% -573 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: 6,907 shares; 2024Q4: 7,021 shares; 2025Q1: 7,154 shares; 2025Q2: 7,171 shares; 2025Q3: 7,341 shares; 2025Q4: 14,683 shares; 2026Q1: 14,281 shares; 2026Q2: 17,181 shares 17,181 $912K 0.02% +2,900 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,892 shares; 2024Q4: 8,552 shares; 2025Q1: 7,947 shares; 2025Q2: 7,912 shares; 2025Q3: 7,912 shares; 2025Q4: 7,796 shares; 2026Q1: 7,997 shares; 2026Q2: 7,943 shares 7,943 $910K 0.02% -54 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: 624 shares; 2024Q4: 1,248 shares; 2025Q1: 2,404 shares; 2025Q2: 2,427 shares; 2025Q3: 2,427 shares; 2025Q4: 2,280 shares; 2026Q1: 2,502 shares; 2026Q2: 2,652 shares 2,652 $904K 0.02% +150 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: 3,536 shares; 2024Q4: 3,740 shares; 2025Q1: 3,669 shares; 2025Q2: 3,709 shares; 2025Q3: 3,705 shares; 2025Q4: 3,800 shares; 2026Q1: 3,735 shares; 2026Q2: 4,014 shares 4,014 $899K 0.02% +279 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: 12,998 shares; 2024Q4: 12,819 shares; 2025Q1: 12,978 shares; 2025Q2: 13,736 shares; 2025Q3: 13,190 shares; 2025Q4: 12,245 shares; 2026Q1: 11,145 shares; 2026Q2: 10,870 shares 10,870 $898K 0.02% -275 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: 2,261 shares; 2024Q4: 2,260 shares; 2025Q1: 2,144 shares; 2025Q2: 2,146 shares; 2025Q3: 2,102 shares; 2025Q4: 2,203 shares; 2026Q1: 2,208 shares; 2026Q2: 2,154 shares 2,154 $895K 0.01% -54 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: 11,737 shares; 2024Q4: 11,737 shares; 2025Q1: 12,540 shares; 2025Q2: 14,211 shares; 2025Q3: 13,656 shares; 2025Q4: 13,863 shares; 2026Q1: 14,291 shares; 2026Q2: 16,636 shares 16,636 $892K 0.01% +2,345 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,611 shares; 2024Q4: 55,640 shares; 2025Q1: 54,030 shares; 2025Q2: 42,638 shares; 2025Q3: 40,164 shares; 2025Q4: 39,638 shares; 2026Q1: 39,715 shares; 2026Q2: 39,142 shares 39,142 $892K 0.01% -573 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,204 shares; 2026Q1: 3,209 shares; 2026Q2: 4,088 shares 4,088 $885K 0.01% +879 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: 3,457 shares; 2024Q4: 3,400 shares; 2025Q1: 4,625 shares; 2025Q2: 5,026 shares; 2025Q3: 3,778 shares; 2025Q4: 3,834 shares; 2026Q1: 3,608 shares; 2026Q2: 3,592 shares 3,592 $884K 0.01% -16 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,483 shares; 2024Q4: 68,388 shares; 2025Q1: 65,440 shares; 2025Q2: 67,154 shares; 2025Q3: 66,862 shares; 2025Q4: 64,709 shares; 2026Q1: 64,884 shares; 2026Q2: 63,184 shares 63,184 $878K 0.01% -1,700 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,421 shares; 2024Q4: 3,460 shares; 2025Q1: 3,459 shares; 2025Q2: 3,396 shares; 2025Q3: 3,411 shares; 2025Q4: 3,444 shares; 2026Q1: 3,489 shares; 2026Q2: 3,363 shares 3,363 $878K 0.01% -126 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: 2,342 shares; 2024Q4: 2,319 shares; 2025Q1: 2,443 shares; 2025Q2: 2,387 shares; 2025Q3: 2,244 shares; 2025Q4: 2,347 shares; 2026Q1: 2,399 shares; 2026Q2: 2,473 shares 2,473 $876K 0.01% +74 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,639 shares; 2024Q4: 1,641 shares; 2025Q1: 1,608 shares; 2025Q2: 1,666 shares; 2025Q3: 2,211 shares; 2025Q4: 2,295 shares; 2026Q1: 2,305 shares; 2026Q2: 2,784 shares 2,784 $872K 0.01% +479 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: 4,026 shares; 2024Q4: 4,045 shares; 2025Q1: 3,981 shares; 2025Q2: 3,914 shares; 2025Q3: 3,675 shares; 2025Q4: 3,704 shares; 2026Q1: 3,545 shares; 2026Q2: 3,328 shares 3,328 $851K 0.01% -217 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,100 shares; 2025Q3: 12,587 shares; 2025Q4: 12,431 shares; 2026Q1: 12,496 shares; 2026Q2: 13,496 shares 13,496 $826K 0.01% +1,000 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,589 shares; 2024Q4: 10,534 shares; 2025Q1: 10,862 shares; 2025Q2: 10,515 shares; 2025Q3: 9,788 shares; 2025Q4: 9,727 shares; 2026Q1: 9,875 shares; 2026Q2: 8,833 shares 8,833 $819K 0.01% -1,042 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: not reported; 2024Q4: not reported; 2025Q1: 666 shares; 2025Q2: 744 shares; 2025Q3: 756 shares; 2025Q4: 596 shares; 2026Q1: 618 shares; 2026Q2: 1,063 shares 1,063 $811K 0.01% +445 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: 2,386 shares; 2024Q4: 2,337 shares; 2025Q1: 2,061 shares; 2025Q2: 2,070 shares; 2025Q3: 2,345 shares; 2025Q4: 2,181 shares; 2026Q1: 2,186 shares; 2026Q2: 2,240 shares 2,240 $811K 0.01% +54 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,346 shares; 2024Q4: 9,286 shares; 2025Q1: 9,476 shares; 2025Q2: 9,476 shares; 2025Q3: 9,286 shares; 2025Q4: 9,286 shares; 2026Q1: 9,286 shares; 2026Q2: 9,355 shares 9,355 $811K 0.01% +69 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: 2,180 shares; 2024Q4: 2,003 shares; 2025Q1: 2,076 shares; 2025Q2: 2,106 shares; 2025Q3: 1,915 shares; 2025Q4: 2,007 shares; 2026Q1: 1,904 shares; 2026Q2: 1,887 shares 1,887 $804K 0.01% -17 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: 13,141 shares; 2024Q4: 13,796 shares; 2025Q1: 13,799 shares; 2025Q2: 13,801 shares; 2025Q3: 13,803 shares; 2025Q4: 14,608 shares; 2026Q1: 13,817 shares; 2026Q2: 13,805 shares 13,805 $797K 0.01% -12 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,133 shares; 2025Q3: 1,696 shares; 2025Q4: 1,934 shares; 2026Q1: 3,037 shares; 2026Q2: 3,037 shares 3,037 $766K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,583 shares; 2024Q4: 3,572 shares; 2025Q1: 3,609 shares; 2025Q2: 3,410 shares; 2025Q3: 3,084 shares; 2025Q4: 3,084 shares; 2026Q1: 3,697 shares; 2026Q2: 4,479 shares 4,479 $757K 0.01% +782 Timeline IBDU 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: 23,643 shares; 2025Q3: 26,988 shares; 2025Q4: 32,337 shares; 2026Q1: 32,337 shares; 2026Q2: 32,337 shares 32,337 $749K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,573 shares; 2024Q4: 4,573 shares; 2025Q1: 4,340 shares; 2025Q2: 4,340 shares; 2025Q3: 4,284 shares; 2025Q4: 4,271 shares; 2026Q1: 4,285 shares; 2026Q2: 4,261 shares 4,261 $748K 0.01% -24 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,672 shares; 2024Q4: 7,672 shares; 2025Q1: 7,672 shares; 2025Q2: 7,672 shares; 2025Q3: 7,672 shares; 2025Q4: 7,672 shares; 2026Q1: 7,672 shares; 2026Q2: 7,672 shares 7,672 $747K 0.01% 0 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: 10,666 shares; 2024Q4: 10,668 shares; 2025Q1: 9,846 shares; 2025Q2: 9,959 shares; 2025Q3: 9,378 shares; 2025Q4: 8,853 shares; 2026Q1: 8,853 shares; 2026Q2: 8,853 shares 8,853 $740K 0.01% 0 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: 2,403 shares; 2024Q4: 1,974 shares; 2025Q1: 2,030 shares; 2025Q2: 1,910 shares; 2025Q3: 1,556 shares; 2025Q4: 1,754 shares; 2026Q1: 1,798 shares; 2026Q2: 1,859 shares 1,859 $738K 0.01% +61 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,054 shares; 2025Q2: 3,017 shares; 2025Q3: 2,926 shares; 2025Q4: 2,714 shares; 2026Q1: 2,661 shares; 2026Q2: 2,725 shares 2,725 $737K 0.01% +64 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: 1,081 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,663 shares; 2025Q3: 1,052 shares; 2025Q4: 1,083 shares; 2026Q1: 899 shares; 2026Q2: 8,245 shares 8,245 $725K 0.01% +7,346 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,620 shares; 2024Q4: 68,875 shares; 2025Q1: 11,822 shares; 2025Q2: 11,822 shares; 2025Q3: 11,758 shares; 2025Q4: 11,758 shares; 2026Q1: 11,722 shares; 2026Q2: 11,722 shares 11,722 $723K 0.01% 0 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: 1,602 shares; 2024Q4: 1,561 shares; 2025Q1: not reported; 2025Q2: 1,439 shares; 2025Q3: 1,420 shares; 2025Q4: 1,607 shares; 2026Q1: 1,591 shares; 2026Q2: 2,113 shares 2,113 $720K 0.01% +522 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,877 shares; 2024Q4: 5,877 shares; 2025Q1: 6,601 shares; 2025Q2: 6,678 shares; 2025Q3: 8,793 shares; 2025Q4: 8,948 shares; 2026Q1: 8,200 shares; 2026Q2: 8,200 shares 8,200 $709K 0.01% 0 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: 1,070 shares; 2024Q4: 1,045 shares; 2025Q1: 1,133 shares; 2025Q2: 1,178 shares; 2025Q3: 1,137 shares; 2025Q4: 1,216 shares; 2026Q1: 1,288 shares; 2026Q2: 1,390 shares 1,390 $708K 0.01% +102 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,957 shares 6,957 $700K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,220 shares; 2025Q4: 7,063 shares; 2026Q1: 8,045 shares; 2026Q2: 8,913 shares 8,913 $682K 0.01% +868 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,356 shares; 2024Q4: 3,356 shares; 2025Q1: 3,408 shares; 2025Q2: 3,399 shares; 2025Q3: 3,394 shares; 2025Q4: 3,347 shares; 2026Q1: 3,347 shares; 2026Q2: 3,347 shares 3,347 $678K 0.01% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,524 shares; 2025Q3: 23,079 shares; 2025Q4: 5,091 shares; 2026Q1: 14,895 shares; 2026Q2: 12,834 shares 12,834 $655K 0.01% -2,061 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,543 shares; 2026Q2: 11,543 shares 11,543 $651K 0.01% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,522 shares; 2024Q4: 4,348 shares; 2025Q1: 3,908 shares; 2025Q2: 3,878 shares; 2025Q3: 3,746 shares; 2025Q4: 3,648 shares; 2026Q1: 3,602 shares; 2026Q2: 3,602 shares 3,602 $647K 0.01% 0 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: 22,834 shares; 2024Q4: 6,771 shares; 2025Q1: not reported; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 986 shares; 2026Q1: 997 shares; 2026Q2: 7,768 shares 7,768 $642K 0.01% +6,771 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: 3,753 shares 3,753 $641K 0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,855 shares; 2024Q4: 4,120 shares; 2025Q1: 4,165 shares; 2025Q2: 3,313 shares; 2025Q3: 3,094 shares; 2025Q4: 3,126 shares; 2026Q1: 3,123 shares; 2026Q2: 3,430 shares 3,430 $634K 0.01% +307 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: 94,708 shares; 2024Q4: 94,268 shares; 2025Q1: 86,685 shares; 2025Q2: 92,175 shares; 2025Q3: 94,031 shares; 2025Q4: 80,882 shares; 2026Q1: 84,590 shares; 2026Q2: 24,029 shares 24,029 $633K 0.01% -60,561 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: not reported; 2025Q3: 1,838 shares; 2025Q4: 2,868 shares; 2026Q1: 3,164 shares; 2026Q2: 4,261 shares 4,261 $623K 0.01% +1,097 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: 10,560 shares; 2024Q4: 12,028 shares; 2025Q1: 12,680 shares; 2025Q2: 12,727 shares; 2025Q3: 12,616 shares; 2025Q4: 12,301 shares; 2026Q1: 13,724 shares; 2026Q2: 13,724 shares 13,724 $619K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 924 shares 924 $606K 0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,060 shares; 2024Q4: 5,050 shares; 2025Q1: 5,028 shares; 2025Q2: 5,028 shares; 2025Q3: 5,006 shares; 2025Q4: 5,305 shares; 2026Q1: 5,305 shares; 2026Q2: 5,300 shares 5,300 $599K 0.01% -5 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: 22,952 shares; 2024Q4: 22,816 shares; 2025Q1: 12,561 shares; 2025Q2: 12,022 shares; 2025Q3: 11,031 shares; 2025Q4: 15,677 shares; 2026Q1: 11,807 shares; 2026Q2: 12,011 shares 12,011 $598K 0.01% +204 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: 42,884 shares; 2024Q4: 42,866 shares; 2025Q1: 15,562 shares; 2025Q2: 10,125 shares; 2025Q3: 10,081 shares; 2025Q4: 11,290 shares; 2026Q1: 11,361 shares; 2026Q2: 9,906 shares 9,906 $598K 0.01% -1,455 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: 2,265 shares; 2024Q4: 2,365 shares; 2025Q1: 2,435 shares; 2025Q2: 2,433 shares; 2025Q3: 2,343 shares; 2025Q4: 5,346 shares; 2026Q1: 5,078 shares; 2026Q2: 5,055 shares 5,055 $595K 0.01% -23 Timeline PNOV 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: 45,946 shares; 2024Q4: 41,866 shares; 2025Q1: 24,463 shares; 2025Q2: 22,241 shares; 2025Q3: 20,185 shares; 2025Q4: 17,162 shares; 2026Q1: 13,595 shares; 2026Q2: 13,402 shares 13,402 $594K 0.01% -193 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: 10,610 shares; 2024Q4: 7,526 shares; 2025Q1: 7,439 shares; 2025Q2: 7,005 shares; 2025Q3: 6,812 shares; 2025Q4: 6,883 shares; 2026Q1: 6,719 shares; 2026Q2: 7,663 shares 7,663 $594K 0.01% +944 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: 9,087 shares; 2024Q4: 7,914 shares; 2025Q1: 6,281 shares; 2025Q2: 6,201 shares; 2025Q3: 6,201 shares; 2025Q4: 6,878 shares; 2026Q1: 7,033 shares; 2026Q2: 6,348 shares 6,348 $593K 0.01% -685 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,684 shares; 2024Q4: 22,684 shares; 2025Q1: 22,684 shares; 2025Q2: 22,684 shares; 2025Q3: 22,684 shares; 2025Q4: 22,684 shares; 2026Q1: 22,684 shares; 2026Q2: 22,684 shares 22,684 $584K 0.01% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,490 shares 1,490 $583K 0.01% new 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: 8,579 shares; 2024Q4: 6,624 shares; 2025Q1: 7,143 shares; 2025Q2: 7,143 shares; 2025Q3: 7,184 shares; 2025Q4: 10,141 shares; 2026Q1: 7,039 shares; 2026Q2: 6,632 shares 6,632 $583K 0.01% -407 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: not reported; 2024Q4: not reported; 2025Q1: 6,346 shares; 2025Q2: 6,346 shares; 2025Q3: 6,346 shares; 2025Q4: 6,346 shares; 2026Q1: 6,353 shares; 2026Q2: 6,346 shares 6,346 $582K 0.01% -7 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,632 shares; 2024Q4: 12,697 shares; 2025Q1: 13,720 shares; 2025Q2: 13,674 shares; 2025Q3: 9,834 shares; 2025Q4: 9,834 shares; 2026Q1: 9,746 shares; 2026Q2: 8,070 shares 8,070 $578K 0.01% -1,676 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,886 shares; 2024Q4: 21,886 shares; 2025Q1: 21,886 shares; 2025Q2: 21,886 shares; 2025Q3: 21,886 shares; 2025Q4: 21,886 shares; 2026Q1: 21,886 shares; 2026Q2: 22,324 shares 22,324 $558K 0.01% +438 Timeline HNRG HALLADOR ENERGY COMPANY More: the full row for HALLADOR ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,501 shares; 2024Q4: 31,501 shares; 2025Q1: 31,501 shares; 2025Q2: 31,501 shares; 2025Q3: 31,501 shares; 2025Q4: 31,501 shares; 2026Q1: 31,501 shares; 2026Q2: 31,501 shares 31,501 $548K 0.01% 0 Timeline IBDW 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: 26,159 shares 26,159 $545K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,705 shares; 2024Q4: 15,062 shares; 2025Q1: 14,584 shares; 2025Q2: 14,161 shares; 2025Q3: 12,306 shares; 2025Q4: 12,914 shares; 2026Q1: 31,555 shares; 2026Q2: 30,735 shares 30,735 $545K 0.01% -820 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 2,907 shares; 2025Q1: 2,907 shares; 2025Q2: 2,667 shares; 2025Q3: 2,909 shares; 2025Q4: 3,232 shares; 2026Q1: 3,260 shares; 2026Q2: 2,875 shares 2,875 $541K 0.01% -385 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,397 shares; 2024Q4: 22,383 shares; 2025Q1: 21,421 shares; 2025Q2: 20,653 shares; 2025Q3: 21,246 shares; 2025Q4: 10,535 shares; 2026Q1: 11,738 shares; 2026Q2: 11,011 shares 11,011 $540K 0.01% -727 Timeline DFSU 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: 11,805 shares; 2024Q4: 11,805 shares; 2025Q1: 11,481 shares; 2025Q2: 11,481 shares; 2025Q3: 11,481 shares; 2025Q4: 11,481 shares; 2026Q1: 11,481 shares; 2026Q2: 11,481 shares 11,481 $535K 0.01% 0 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: 2,277 shares; 2024Q4: 2,318 shares; 2025Q1: 2,429 shares; 2025Q2: 2,414 shares; 2025Q3: 2,396 shares; 2025Q4: 2,502 shares; 2026Q1: 2,742 shares; 2026Q2: 3,881 shares 3,881 $531K 0.01% +1,139 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,881 shares; 2024Q4: 5,707 shares; 2025Q1: 5,956 shares; 2025Q2: 6,088 shares; 2025Q3: 6,132 shares; 2025Q4: 5,525 shares; 2026Q1: 5,661 shares; 2026Q2: 4,896 shares 4,896 $528K 0.01% -765 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: 6,163 shares; 2024Q4: 6,163 shares; 2025Q1: 7,272 shares; 2025Q2: 7,344 shares; 2025Q3: 7,243 shares; 2025Q4: 7,243 shares; 2026Q1: 7,243 shares; 2026Q2: 7,243 shares 7,243 $523K 0.01% 0 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: 2,293 shares; 2024Q4: 2,341 shares; 2025Q1: 2,293 shares; 2025Q2: 2,293 shares; 2025Q3: 2,460 shares; 2025Q4: 2,228 shares; 2026Q1: 2,181 shares; 2026Q2: 2,384 shares 2,384 $523K 0.01% +203 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: 4,692 shares; 2024Q4: 4,464 shares; 2025Q1: 4,792 shares; 2025Q2: 4,994 shares; 2025Q3: 6,296 shares; 2025Q4: 6,233 shares; 2026Q1: 6,978 shares; 2026Q2: 6,901 shares 6,901 $513K 0.01% -77 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 790 shares; 2026Q2: 790 shares 790 $506K 0.01% 0 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: 9,493 shares; 2024Q4: 12,691 shares; 2025Q1: 12,921 shares; 2025Q2: 12,691 shares; 2025Q3: 12,491 shares; 2025Q4: 11,791 shares; 2026Q1: 11,791 shares; 2026Q2: 13,948 shares 13,948 $504K 0.01% +2,157 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,250 shares 2,250 $504K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,167 shares 1,167 $504K 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,620 shares; 2024Q4: 8,160 shares; 2025Q1: 7,776 shares; 2025Q2: 7,804 shares; 2025Q3: 7,869 shares; 2025Q4: 7,448 shares; 2026Q1: 7,352 shares; 2026Q2: 7,358 shares 7,358 $502K 0.01% +6 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: 5,611 shares; 2024Q4: 3,178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares; 2026Q1: 3,251 shares; 2026Q2: 3,251 shares 3,251 $502K 0.01% 0 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: 3,742 shares; 2024Q4: 4,150 shares; 2025Q1: 3,984 shares; 2025Q2: 3,802 shares; 2025Q3: 4,052 shares; 2025Q4: 3,923 shares; 2026Q1: 3,603 shares; 2026Q2: 3,161 shares 3,161 $502K 0.01% -442 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,264 shares 2,264 $500K 0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,700 shares; 2024Q4: 10,760 shares; 2025Q1: 9,128 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $491K 0.01% 0 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: 9,171 shares; 2024Q4: 8,866 shares; 2025Q1: 9,932 shares; 2025Q2: 10,350 shares; 2025Q3: 8,848 shares; 2025Q4: 9,429 shares; 2026Q1: 9,835 shares; 2026Q2: 9,014 shares 9,014 $489K 0.01% -821 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,052 shares; 2024Q4: 2,072 shares; 2025Q1: 2,072 shares; 2025Q2: 2,051 shares; 2025Q3: 1,909 shares; 2025Q4: 1,948 shares; 2026Q1: 1,909 shares; 2026Q2: 2,175 shares 2,175 $484K 0.01% +266 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 1,613 shares; 2025Q1: 1,333 shares; 2025Q2: 1,318 shares; 2025Q3: 1,334 shares; 2025Q4: 1,653 shares; 2026Q1: 1,976 shares; 2026Q2: 1,977 shares 1,977 $480K 0.01% +1 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,576 shares; 2024Q4: 11,706 shares; 2025Q1: 11,598 shares; 2025Q2: 11,214 shares; 2025Q3: 10,498 shares; 2025Q4: 10,183 shares; 2026Q1: 10,183 shares; 2026Q2: 10,076 shares 10,076 $480K 0.01% -107 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 492 shares; 2025Q1: 561 shares; 2025Q2: 579 shares; 2025Q3: 520 shares; 2025Q4: 527 shares; 2026Q1: 484 shares; 2026Q2: 498 shares 498 $479K 0.01% +14 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,828 shares; 2024Q4: 13,828 shares; 2025Q1: 13,985 shares; 2025Q2: 13,708 shares; 2025Q3: 9,131 shares; 2025Q4: 9,092 shares; 2026Q1: 7,135 shares; 2026Q2: 8,115 shares 8,115 $478K 0.01% +980 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: not reported; 2024Q4: 14,902 shares; 2025Q1: 14,322 shares; 2025Q2: 14,396 shares; 2025Q3: 14,406 shares; 2025Q4: 15,608 shares; 2026Q1: 15,288 shares; 2026Q2: 14,955 shares 14,955 $478K 0.01% -333 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,712 shares; 2024Q4: 19,712 shares; 2025Q1: 21,712 shares; 2025Q2: 21,712 shares; 2025Q3: 21,712 shares; 2025Q4: 21,712 shares; 2026Q1: 21,444 shares; 2026Q2: 13,001 shares 13,001 $478K 0.01% -8,443 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: 1,929 shares; 2024Q4: 2,048 shares; 2025Q1: 3,271 shares; 2025Q2: 3,412 shares; 2025Q3: 3,517 shares; 2025Q4: 3,187 shares; 2026Q1: 3,490 shares; 2026Q2: 3,111 shares 3,111 $471K 0.01% -379 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,452 shares; 2024Q4: 1,471 shares; 2025Q1: 1,808 shares; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares; 2025Q4: 1,689 shares; 2026Q1: 1,689 shares; 2026Q2: 1,764 shares 1,764 $467K 0.01% +75 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,007 shares; 2024Q4: 6,007 shares; 2025Q1: 5,442 shares; 2025Q2: 4,553 shares; 2025Q3: 4,542 shares; 2025Q4: 4,542 shares; 2026Q1: 4,537 shares; 2026Q2: 4,920 shares 4,920 $463K 0.01% +383 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: 6,648 shares; 2024Q4: 6,649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,427 shares; 2025Q4: 5,427 shares; 2026Q1: 8,340 shares; 2026Q2: 8,340 shares 8,340 $459K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,293 shares; 2024Q4: 2,248 shares; 2025Q1: not reported; 2025Q2: 2,418 shares; 2025Q3: 2,753 shares; 2025Q4: 2,815 shares; 2026Q1: 2,942 shares; 2026Q2: 2,942 shares 2,942 $455K 0.01% 0 Timeline KAPR 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: 39,658 shares; 2024Q4: 29,064 shares; 2025Q1: 18,697 shares; 2025Q2: 17,624 shares; 2025Q3: 13,317 shares; 2025Q4: 13,317 shares; 2026Q1: 12,172 shares; 2026Q2: 11,434 shares 11,434 $455K 0.01% -738 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: 3,509 shares; 2024Q4: 3,509 shares; 2025Q1: 3,509 shares; 2025Q2: 3,509 shares; 2025Q3: 5,538 shares; 2025Q4: 5,538 shares; 2026Q1: 5,538 shares; 2026Q2: 5,538 shares 5,538 $454K 0.01% 0 Timeline TFI 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: 19,936 shares; 2024Q4: 18,119 shares; 2025Q1: 12,925 shares; 2025Q2: 12,300 shares; 2025Q3: 10,317 shares; 2025Q4: 10,012 shares; 2026Q1: 10,012 shares; 2026Q2: 9,870 shares 9,870 $452K 0.01% -142 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: 7,084 shares; 2024Q4: 6,917 shares; 2025Q1: 6,633 shares; 2025Q2: 6,456 shares; 2025Q3: 5,461 shares; 2025Q4: 5,394 shares; 2026Q1: 4,242 shares; 2026Q2: 4,164 shares 4,164 $448K 0.01% -78 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,150 shares; 2024Q4: 6,150 shares; 2025Q1: 5,994 shares; 2025Q2: 5,994 shares; 2025Q3: 5,994 shares; 2025Q4: 5,389 shares; 2026Q1: 4,945 shares; 2026Q2: 4,945 shares 4,945 $447K 0.01% 0 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: 7,319 shares; 2024Q4: 7,319 shares; 2025Q1: 6,102 shares; 2025Q2: 6,102 shares; 2025Q3: 6,102 shares; 2025Q4: 6,103 shares; 2026Q1: 5,038 shares; 2026Q2: 5,177 shares 5,177 $443K 0.01% +139 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,510 shares; 2024Q4: 8,467 shares; 2025Q1: 8,748 shares; 2025Q2: 8,748 shares; 2025Q3: 8,467 shares; 2025Q4: 8,467 shares; 2026Q1: 8,467 shares; 2026Q2: 8,467 shares 8,467 $441K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,393 shares; 2024Q4: 10,409 shares; 2025Q1: 10,425 shares; 2025Q2: 10,440 shares; 2025Q3: 10,455 shares; 2025Q4: 10,606 shares; 2026Q1: 10,622 shares; 2026Q2: 8,942 shares 8,942 $435K 0.01% -1,680 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,360 shares; 2025Q3: 2,396 shares; 2025Q4: 2,939 shares; 2026Q1: 2,887 shares; 2026Q2: 3,108 shares 3,108 $435K 0.01% +221 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,065 shares; 2024Q4: 20,402 shares; 2025Q1: 21,555 shares; 2025Q2: 20,117 shares; 2025Q3: 18,237 shares; 2025Q4: 17,679 shares; 2026Q1: 17,774 shares; 2026Q2: 17,482 shares 17,482 $429K 0.01% -292 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: 15,155 shares; 2024Q4: 22,998 shares; 2025Q1: 10,479 shares; 2025Q2: 10,180 shares; 2025Q3: 11,968 shares; 2025Q4: 13,614 shares; 2026Q1: 13,546 shares; 2026Q2: 12,823 shares 12,823 $427K 0.01% -723 Timeline KJAN 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: 34,334 shares; 2024Q4: 26,693 shares; 2025Q1: 17,177 shares; 2025Q2: 12,951 shares; 2025Q3: 10,836 shares; 2025Q4: 10,836 shares; 2026Q1: 9,859 shares; 2026Q2: 9,224 shares 9,224 $421K 0.01% -635 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,306 shares; 2026Q2: 2,202 shares 2,202 $418K 0.01% -104 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183 shares 183 $416K 0.01% new Timeline IOCT 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: 63,142 shares; 2024Q4: 35,880 shares; 2025Q1: 22,109 shares; 2025Q2: 20,237 shares; 2025Q3: 14,145 shares; 2025Q4: 14,145 shares; 2026Q1: 12,339 shares; 2026Q2: 11,047 shares 11,047 $409K 0.01% -1,292 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: 1,575 shares; 2024Q4: 1,538 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,403 shares 1,403 $409K 0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,832 shares; 2024Q4: 11,832 shares; 2025Q1: 10,438 shares; 2025Q2: 10,453 shares; 2025Q3: 10,453 shares; 2025Q4: 10,453 shares; 2026Q1: 10,453 shares; 2026Q2: 10,653 shares 10,653 $408K 0.01% +200 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: 4,226 shares; 2024Q4: 5,196 shares; 2025Q1: 5,000 shares; 2025Q2: 4,797 shares; 2025Q3: 5,446 shares; 2025Q4: 5,711 shares; 2026Q1: 4,607 shares; 2026Q2: 4,045 shares 4,045 $398K 0.01% -562 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,851 shares; 2024Q4: 11,700 shares; 2025Q1: 12,617 shares; 2025Q2: 12,399 shares; 2025Q3: 9,091 shares; 2025Q4: 8,797 shares; 2026Q1: 8,832 shares; 2026Q2: 10,719 shares 10,719 $396K 0.01% +1,887 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,897 shares; 2024Q4: 10,196 shares; 2025Q1: 3,334 shares; 2025Q2: 3,084 shares; 2025Q3: 2,981 shares; 2025Q4: 2,903 shares; 2026Q1: 4,255 shares; 2026Q2: 4,088 shares 4,088 $394K 0.01% -167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181 shares; 2026Q2: 194 shares 194 $386K 0.01% +13 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; 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: 3,715 shares; 2026Q2: 3,539 shares 3,539 $381K 0.01% -176 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,336 shares; 2024Q4: 18,986 shares; 2025Q1: 10,326 shares; 2025Q2: 7,066 shares; 2025Q3: 6,793 shares; 2025Q4: 6,594 shares; 2026Q1: 5,943 shares; 2026Q2: 5,706 shares 5,706 $379K 0.01% -237 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,085 shares; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,088 shares; 2025Q3: 3,088 shares; 2025Q4: 3,088 shares; 2026Q1: 3,088 shares; 2026Q2: 3,088 shares 3,088 $378K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,625 shares; 2024Q4: 5,625 shares; 2025Q1: 5,625 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $369K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,316 shares; 2025Q2: 4,330 shares; 2025Q3: 4,323 shares; 2025Q4: 4,277 shares; 2026Q1: 4,297 shares; 2026Q2: 4,277 shares 4,277 $368K 0.01% -20 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: 7,768 shares; 2024Q4: 8,878 shares; 2025Q1: 5,906 shares; 2025Q2: 5,142 shares; 2025Q3: 4,869 shares; 2025Q4: 6,597 shares; 2026Q1: 6,175 shares; 2026Q2: 4,991 shares 4,991 $366K 0.01% -1,184 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,931 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,040 shares 3,040 $362K 0.01% new Timeline IBDV 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: 16,493 shares; 2026Q1: 16,493 shares; 2026Q2: 16,493 shares 16,493 $360K 0.01% 0 Timeline FCAP FIRST CAP INC More: the full row for FIRST CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,532 shares; 2025Q3: 5,532 shares; 2025Q4: 5,532 shares; 2026Q1: 5,532 shares; 2026Q2: 5,532 shares 5,532 $358K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,241 shares; 2025Q1: not reported; 2025Q2: 2,752 shares; 2025Q3: 2,778 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,323 shares 2,323 $357K 0.01% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,856 shares; 2024Q4: 14,937 shares; 2025Q1: 15,027 shares; 2025Q2: 14,199 shares; 2025Q3: 14,280 shares; 2025Q4: 14,384 shares; 2026Q1: 14,487 shares; 2026Q2: 14,009 shares 14,009 $348K 0.01% -478 Timeline VSGX 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: 4,724 shares; 2024Q4: 4,430 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,191 shares; 2026Q2: 4,200 shares 4,200 $346K 0.01% +9 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: 3,343 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,794 shares; 2026Q2: 10,805 shares 10,805 $343K 0.01% +11 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,624 shares; 2025Q2: 17,624 shares; 2025Q3: 20,664 shares; 2025Q4: 20,035 shares; 2026Q1: 20,911 shares; 2026Q2: 20,911 shares 20,911 $341K 0.01% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,213 shares; 2025Q2: not reported; 2025Q3: 4,213 shares; 2025Q4: 6,013 shares; 2026Q1: 6,013 shares; 2026Q2: 6,013 shares 6,013 $337K 0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,176 shares; 2024Q4: 4,076 shares; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,076 shares; 2025Q4: 4,076 shares; 2026Q1: 4,076 shares; 2026Q2: 4,076 shares 4,076 $337K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,453 shares; 2024Q4: 2,423 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,376 shares; 2026Q1: 1,436 shares; 2026Q2: 1,340 shares 1,340 $330K 0.01% -96 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,980 shares; 2024Q4: 2,980 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 2,977 shares; 2025Q4: 2,902 shares; 2026Q1: 2,902 shares; 2026Q2: 2,803 shares 2,803 $329K 0.01% -99 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,657 shares; 2024Q4: 5,568 shares; 2025Q1: 5,386 shares; 2025Q2: 5,601 shares; 2025Q3: 5,476 shares; 2025Q4: 5,769 shares; 2026Q1: 5,699 shares; 2026Q2: 5,314 shares 5,314 $329K 0.01% -385 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,791 shares; 2024Q4: 1,791 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares; 2025Q3: 1,791 shares; 2025Q4: 1,791 shares; 2026Q1: 1,791 shares; 2026Q2: 1,791 shares 1,791 $328K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 749 shares 749 $325K 0.01% new 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: 2,778 shares; 2024Q4: 2,736 shares; 2025Q1: 2,926 shares; 2025Q2: 2,628 shares; 2025Q3: 2,101 shares; 2025Q4: 1,932 shares; 2026Q1: 1,924 shares; 2026Q2: 2,065 shares 2,065 $324K 0.01% +141 Timeline EQBK EQUITY BANCSHARES INC More: the full row for EQUITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,584 shares; 2024Q4: 6,584 shares; 2025Q1: 6,584 shares; 2025Q2: 6,584 shares; 2025Q3: 6,584 shares; 2025Q4: 6,584 shares; 2026Q1: 6,584 shares; 2026Q2: 6,584 shares 6,584 $323K 0.01% 0 Timeline IAPR 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: 59,264 shares; 2024Q4: 38,864 shares; 2025Q1: 27,941 shares; 2025Q2: 19,584 shares; 2025Q3: 13,407 shares; 2025Q4: 12,775 shares; 2026Q1: 10,802 shares; 2026Q2: 9,596 shares 9,596 $319K 0.01% -1,206 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 187 shares 187 $317K 0.01% new Timeline KJUL 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: 35,610 shares; 2024Q4: 27,219 shares; 2025Q1: 17,182 shares; 2025Q2: 15,891 shares; 2025Q3: 11,289 shares; 2025Q4: 11,289 shares; 2026Q1: 10,043 shares; 2026Q2: 9,239 shares 9,239 $314K 0.01% -804 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 1,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,397 shares 1,397 $313K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,690 shares; 2026Q1: 5,231 shares; 2026Q2: 5,277 shares 5,277 $311K 0.01% +46 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: 2,919 shares; 2024Q4: 2,581 shares; 2025Q1: 2,086 shares; 2025Q2: 2,088 shares; 2025Q3: 2,006 shares; 2025Q4: 2,001 shares; 2026Q1: 2,241 shares; 2026Q2: 2,266 shares 2,266 $307K 0.01% +25 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: 19,498 shares; 2024Q4: 33,225 shares; 2025Q1: 18,548 shares; 2025Q2: 12,892 shares; 2025Q3: 12,913 shares; 2025Q4: 12,977 shares; 2026Q1: 12,993 shares; 2026Q2: 13,015 shares 13,015 $301K 0.01% +22 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,861 shares; 2024Q4: 11,199 shares; 2025Q1: 11,109 shares; 2025Q2: 11,109 shares; 2025Q3: 11,093 shares; 2025Q4: 11,079 shares; 2026Q1: 8,456 shares; 2026Q2: 8,456 shares 8,456 $299K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,190 shares; 2025Q4: 2,473 shares; 2026Q1: 2,448 shares; 2026Q2: 2,353 shares 2,353 $297K <0.01% -95 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,072 shares; 2024Q4: 13,072 shares; 2025Q1: 12,721 shares; 2025Q2: 10,990 shares; 2025Q3: 10,199 shares; 2025Q4: 10,146 shares; 2026Q1: 10,358 shares; 2026Q2: 8,536 shares 8,536 $295K <0.01% -1,822 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,864 shares 1,864 $291K <0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,829 shares; 2025Q3: 2,940 shares; 2025Q4: 3,289 shares; 2026Q1: 3,342 shares; 2026Q2: 3,138 shares 3,138 $290K <0.01% -204 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,937 shares; 2025Q3: 7,957 shares; 2025Q4: 7,979 shares; 2026Q1: 7,999 shares; 2026Q2: 8,019 shares 8,019 $289K <0.01% +20 Timeline ARTY 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: 3,795 shares 3,795 $289K <0.01% new Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,182 shares; 2026Q1: 1,182 shares; 2026Q2: 1,182 shares 1,182 $288K <0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,255 shares; 2024Q4: 18,255 shares; 2025Q1: 16,362 shares; 2025Q2: 16,286 shares; 2025Q3: 15,494 shares; 2025Q4: 15,409 shares; 2026Q1: 15,409 shares; 2026Q2: 15,409 shares 15,409 $286K <0.01% 0 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: 8,435 shares; 2024Q4: 8,435 shares; 2025Q1: 8,435 shares; 2025Q2: 8,339 shares; 2025Q3: 8,375 shares; 2025Q4: 8,234 shares; 2026Q1: not reported; 2026Q2: 8,160 shares 8,160 $284K <0.01% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,527 shares 1,527 $283K <0.01% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,652 shares 3,652 $278K <0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,768 shares; 2024Q4: 6,694 shares; 2025Q1: 6,654 shares; 2025Q2: 6,654 shares; 2025Q3: 6,581 shares; 2025Q4: 6,581 shares; 2026Q1: 6,581 shares; 2026Q2: 6,786 shares 6,786 $277K <0.01% +205 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares; 2026Q1: 1,557 shares; 2026Q2: 1,570 shares 1,570 $274K <0.01% +13 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,079 shares; 2025Q3: 2,079 shares; 2025Q4: 2,079 shares; 2026Q1: 2,079 shares; 2026Q2: 1,886 shares 1,886 $270K <0.01% -193 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,568 shares; 2026Q1: 3,946 shares; 2026Q2: 4,495 shares 4,495 $270K <0.01% +549 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: 36,636 shares; 2024Q4: 24,724 shares; 2025Q1: 3,599 shares; 2025Q2: 3,096 shares; 2025Q3: 2,964 shares; 2025Q4: not reported; 2026Q1: 3,671 shares; 2026Q2: 3,410 shares 3,410 $269K <0.01% -261 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,499 shares; 2025Q4: 3,499 shares; 2026Q1: 3,499 shares; 2026Q2: 2,683 shares 2,683 $268K <0.01% -816 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,739 shares; 2024Q4: 3,761 shares; 2025Q1: 3,461 shares; 2025Q2: 3,370 shares; 2025Q3: 3,658 shares; 2025Q4: 3,310 shares; 2026Q1: 2,274 shares; 2026Q2: 2,432 shares 2,432 $267K <0.01% +158 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: 5,310 shares; 2024Q4: not reported; 2025Q1: 7,857 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,434 shares 7,434 $259K <0.01% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,078 shares 2,078 $259K <0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,168 shares; 2024Q4: 7,055 shares; 2025Q1: 7,055 shares; 2025Q2: 7,074 shares; 2025Q3: 7,070 shares; 2025Q4: 7,070 shares; 2026Q1: 7,070 shares; 2026Q2: 7,070 shares 7,070 $257K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,841 shares; 2024Q4: 2,836 shares; 2025Q1: 1,469 shares; 2025Q2: 1,471 shares; 2025Q3: 1,493 shares; 2025Q4: 1,053 shares; 2026Q1: 969 shares; 2026Q2: 907 shares 907 $257K <0.01% -62 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,815 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,906 shares 3,906 $256K <0.01% new 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: 3,937 shares; 2024Q4: 3,115 shares; 2025Q1: 3,222 shares; 2025Q2: not reported; 2025Q3: 2,354 shares; 2025Q4: 2,404 shares; 2026Q1: 2,335 shares; 2026Q2: 2,334 shares 2,334 $255K <0.01% -1 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: 3,479 shares; 2024Q4: 3,479 shares; 2025Q1: 3,479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,543 shares 2,543 $250K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,667 shares; 2025Q3: 2,656 shares; 2025Q4: 2,694 shares; 2026Q1: 3,161 shares; 2026Q2: 3,437 shares 3,437 $248K <0.01% +276 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 388 shares 388 $248K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,903 shares; 2025Q4: 5,903 shares; 2026Q1: not reported; 2026Q2: 5,853 shares 5,853 $248K <0.01% new Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 6,500 shares 6,500 $248K <0.01% new 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: 6,423 shares; 2024Q4: 6,389 shares; 2025Q1: 6,084 shares; 2025Q2: 6,321 shares; 2025Q3: 5,948 shares; 2025Q4: 4,841 shares; 2026Q1: 4,873 shares; 2026Q2: 4,276 shares 4,276 $247K <0.01% -597 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,810 shares 3,810 $246K <0.01% new 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: 11,370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,179 shares; 2026Q2: 4,222 shares 4,222 $246K <0.01% +43 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: 1,738 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,537 shares 1,537 $241K <0.01% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,328 shares; 2025Q1: not reported; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares; 2026Q1: 2,328 shares; 2026Q2: 2,328 shares 2,328 $238K <0.01% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS 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: 3,181 shares; 2026Q1: 3,181 shares; 2026Q2: 3,181 shares 3,181 $237K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,385 shares; 2024Q4: 1,387 shares; 2025Q1: 1,385 shares; 2025Q2: 1,299 shares; 2025Q3: 1,261 shares; 2025Q4: 1,324 shares; 2026Q1: 1,370 shares; 2026Q2: 802 shares 802 $237K <0.01% -568 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: 12,848 shares; 2024Q4: 11,282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,568 shares 4,568 $237K <0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,543 shares; 2024Q4: 4,287 shares; 2025Q1: 3,604 shares; 2025Q2: 3,506 shares; 2025Q3: 3,305 shares; 2025Q4: 3,266 shares; 2026Q1: 2,721 shares; 2026Q2: 2,842 shares 2,842 $235K <0.01% +121 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: 6,781 shares; 2024Q4: 9,955 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,838 shares 3,838 $233K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,729 shares; 2026Q1: 7,492 shares; 2026Q2: 7,492 shares 7,492 $226K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,513 shares; 2026Q2: 1,513 shares 1,513 $222K <0.01% 0 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: 8,707 shares; 2024Q4: 8,444 shares; 2025Q1: 9,152 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,119 shares 6,119 $222K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,448 shares; 2025Q2: 1,600 shares; 2025Q3: 592 shares; 2025Q4: 502 shares; 2026Q1: 518 shares; 2026Q2: 446 shares 446 $222K <0.01% -72 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,863 shares 5,863 $216K <0.01% new Timeline ARKG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,135 shares 5,135 $216K <0.01% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,531 shares; 2026Q1: not reported; 2026Q2: 4,531 shares 4,531 $214K <0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 668 shares; 2026Q1: not reported; 2026Q2: 582 shares 582 $213K <0.01% new Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK 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: 4,625 shares 4,625 $213K <0.01% new Timeline IJUL 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: 41,730 shares; 2024Q4: 24,937 shares; 2025Q1: 12,848 shares; 2025Q2: 11,945 shares; 2025Q3: 10,107 shares; 2025Q4: 10,107 shares; 2026Q1: 8,222 shares; 2026Q2: 5,841 shares 5,841 $210K <0.01% -2,381 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: 788 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 799 shares; 2025Q3: 888 shares; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 845 shares 845 $210K <0.01% -38 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: 7,293 shares; 2024Q4: 6,330 shares; 2025Q1: 6,248 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 699 shares 699 $208K <0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,118 shares 1,118 $207K <0.01% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,362 shares 1,362 $206K <0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,044 shares; 2024Q4: 2,045 shares; 2025Q1: 1,974 shares; 2025Q2: 1,975 shares; 2025Q3: 1,916 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,383 shares 1,383 $204K <0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 732 shares; 2025Q2: not reported; 2025Q3: 764 shares; 2025Q4: not reported; 2026Q1: 704 shares; 2026Q2: 697 shares 697 $204K <0.01% -7 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,586 shares 4,586 $204K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,373 shares; 2025Q2: 14,473 shares; 2025Q3: 11,487 shares; 2025Q4: 11,523 shares; 2026Q1: 11,523 shares; 2026Q2: 11,523 shares 11,523 $200K <0.01% 0 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,901 shares; 2025Q3: 14,901 shares; 2025Q4: 10,504 shares; 2026Q1: 10,504 shares; 2026Q2: 10,504 shares 10,504 $142K <0.01% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,890 shares; 2024Q4: 11,890 shares; 2025Q1: 11,879 shares; 2025Q2: 11,832 shares; 2025Q3: 11,786 shares; 2025Q4: 11,786 shares; 2026Q1: 11,786 shares; 2026Q2: 11,752 shares 11,752 $101K <0.01% -34 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND 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: 15,500 shares 15,500 $66K <0.01% new Timeline