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; 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; 2026Q3: 5,150,299 shares 5,150,299 $1.93B 31.66% +86,962 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; 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; 2026Q3: 7,786,691 shares 7,786,691 $646M 10.61% +138,950 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; 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; 2026Q3: 3,630,519 shares 3,630,519 $251M 4.13% +303,707 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; 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; 2026Q3: 2,694,345 shares 2,694,345 $198M 3.26% +348,829 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; 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; 2026Q3: 5,982,754 shares 5,982,754 $175M 2.88% -166,018 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; 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; 2026Q3: 3,346,333 shares 3,346,333 $161M 2.65% +303,401 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,566,426 shares 1,566,426 $148M 2.43% +14,915 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; 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; 2026Q3: 198,203 shares 198,203 $139M 2.28% -13,819 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; 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; 2026Q3: 3,025,737 shares 3,025,737 $131M 2.15% +57,010 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; 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; 2026Q3: 3,286,554 shares 3,286,554 $131M 2.14% +75,707 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 160,922 shares 160,922 $123M 2.02% -4,273 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 725,382 shares 725,382 $68.9M 1.13% -2,708 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 656,492 shares 656,492 $66.4M 1.09% +25,753 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; 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; 2026Q3: 1,318,267 shares 1,318,267 $62.7M 1.03% +62,465 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; 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; 2026Q3: 1,366,417 shares 1,366,417 $60.7M 1% -79,080 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 180,791 shares 180,791 $60.2M 0.99% -5,154 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 260,039 shares 260,039 $59.4M 0.98% +4,390 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; 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; 2026Q3: 2,225,635 shares 2,225,635 $58.8M 0.97% +749,665 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 326,798 shares 326,798 $54.3M 0.89% -5,455 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; 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; 2026Q3: 42,572 shares 42,572 $49.3M 0.81% +142 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; 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; 2026Q3: 173,749 shares 173,749 $49.1M 0.81% +440 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 531,373 shares 531,373 $44.9M 0.74% -27,892 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; 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; 2026Q3: 1,549,476 shares 1,549,476 $42.6M 0.7% -77,786 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 74,610 shares 74,610 $38.3M 0.63% -33 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; 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; 2026Q3: 674,200 shares 674,200 $37.7M 0.62% -623 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 247,348 shares 247,348 $35.2M 0.58% -4,704 Timeline DUHP DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 792,878 shares 792,878 $33.2M 0.55% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 444,207 shares 444,207 $32M 0.53% -21,063 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 82,622 shares 82,622 $28.4M 0.47% -1,958 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; 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; 2026Q3: 418,710 shares 418,710 $27.8M 0.46% -17,509 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; 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; 2026Q3: 291,113 shares 291,113 $26.2M 0.43% -13,441 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; 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; 2026Q3: 462,286 shares 462,286 $25.2M 0.41% -11,974 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; 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; 2026Q3: 618,459 shares 618,459 $25M 0.41% -9,530 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; 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; 2026Q3: 32,682 shares 32,682 $24.9M 0.41% +482 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 52,030 shares 52,030 $22.5M 0.37% -339 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; 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; 2026Q3: 63,124 shares 63,124 $20.9M 0.34% -2,538 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; 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; 2026Q3: 65,983 shares 65,983 $18.8M 0.31% -4,780 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; 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; 2026Q3: 126,292 shares 126,292 $18.1M 0.3% -86 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; 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; 2026Q3: 230,382 shares 230,382 $17.8M 0.29% -13,837 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 127,702 shares 127,702 $17.4M 0.29% -2,224 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; 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; 2026Q3: 79,477 shares 79,477 $17.2M 0.28% -2,427 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; 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; 2026Q3: 80,201 shares 80,201 $16.7M 0.27% +936 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; 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; 2026Q3: 65,676 shares 65,676 $16.4M 0.27% -2,872 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,590 shares 19,590 $15.9M 0.26% +371 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; 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; 2026Q3: 185,061 shares 185,061 $15.8M 0.26% -7,550 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 161,952 shares 161,952 $15.7M 0.26% -3,545 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; 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; 2026Q3: 24,247 shares 24,247 $15.6M 0.26% -467 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; 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; 2026Q3: 143,151 shares 143,151 $15.4M 0.25% +127 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 56,896 shares 56,896 $15.1M 0.25% -42 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; 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; 2026Q3: 82,246 shares 82,246 $12.8M 0.21% -2,384 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; 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; 2026Q3: 161,932 shares 161,932 $12.7M 0.21% -2,542 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; 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; 2026Q3: 348,802 shares 348,802 $12.6M 0.21% +43,075 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 63,391 shares 63,391 $12.4M 0.2% -3,206 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; 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; 2026Q3: 31,649 shares 31,649 $12.3M 0.2% -1,023 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; 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; 2026Q3: 22,152 shares 22,152 $11M 0.18% -259 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; 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; 2026Q3: 74,214 shares 74,214 $10.9M 0.18% -1,453 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; 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; 2026Q3: 20,835 shares 20,835 $10.7M 0.18% -1,270 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; 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; 2026Q3: 14,647 shares 14,647 $10.6M 0.17% +502 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 121,251 shares 121,251 $10.2M 0.17% +59,774 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 97,872 shares 97,872 $10.2M 0.17% +2,741 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 72,603 shares 72,603 $10M 0.16% -13,265 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; 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; 2026Q3: 195,360 shares 195,360 $9.25M 0.15% -16,158 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; 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; 2026Q3: 174,794 shares 174,794 $9.15M 0.15% -57,392 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; 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; 2026Q3: 39,008 shares 39,008 $9.1M 0.15% -2,195 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; 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; 2026Q3: 151,267 shares 151,267 $8.97M 0.15% -10,370 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; 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; 2026Q3: 86,073 shares 86,073 $8.65M 0.14% +70,360 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; 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; 2026Q3: 252,674 shares 252,674 $8.51M 0.14% -27,522 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,363 shares 24,363 $8.3M 0.14% -569 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; 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; 2026Q3: 219,315 shares 219,315 $8.25M 0.14% -35,566 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; 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; 2026Q3: 37,444 shares 37,444 $8.24M 0.14% +245 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 23,340 shares 23,340 $8.2M 0.13% -847 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 100,131 shares 100,131 $8.13M 0.13% -396 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 39,308 shares 39,308 $8.03M 0.13% -17 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; 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; 2026Q3: 156,652 shares 156,652 $7.92M 0.13% +143,818 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,502,697 shares 1,502,697 $7.87M 0.13% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 47,596 shares 47,596 $7.75M 0.13% new 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; 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; 2026Q3: 140,872 shares 140,872 $7.67M 0.13% -17,036 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; 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; 2026Q3: 10,124 shares 10,124 $7.49M 0.12% -990 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 28,354 shares 28,354 $7.42M 0.12% +38 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 68,940 shares 68,940 $7.16M 0.12% -4,569 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; 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; 2026Q3: 48,573 shares 48,573 $7.06M 0.12% -953 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 56,104 shares 56,104 $7.03M 0.12% +97 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; 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; 2026Q3: 135,120 shares 135,120 $6.71M 0.11% +57,310 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 48,784 shares 48,784 $6.7M 0.11% -1,465 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,738 shares 7,738 $6.61M 0.11% +155 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; 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; 2026Q3: 136,444 shares 136,444 $6.53M 0.11% -14,071 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 204,759 shares 204,759 $6.4M 0.11% +11,021 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; 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; 2026Q3: 33,487 shares 33,487 $6.17M 0.1% +454 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; 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; 2026Q3: 72,713 shares 72,713 $5.98M 0.1% +4,039 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; 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; 2026Q3: 119,870 shares 119,870 $5.96M 0.1% -4,723 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 47,536 shares 47,536 $5.95M 0.1% +37 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,263 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,548 shares; 2026Q3: 8,588 shares 8,588 $5.77M 0.09% +1,040 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; 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; 2026Q3: 54,370 shares 54,370 $5.7M 0.09% +827 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; 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; 2026Q3: 109,472 shares 109,472 $5.55M 0.09% -3,463 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,724 shares 29,724 $5.52M 0.09% -553 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,972 shares 9,972 $5.5M 0.09% -9 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; 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; 2026Q3: 97,149 shares 97,149 $5.23M 0.09% -4,206 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; 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; 2026Q3: 117,254 shares 117,254 $5.06M 0.08% -4,425 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; 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; 2026Q3: 136,458 shares 136,458 $5.05M 0.08% -31,969 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,576 shares 9,576 $4.95M 0.08% -10 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 40,730 shares 40,730 $4.94M 0.08% -6,446 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; 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; 2026Q3: 13,787 shares 13,787 $4.92M 0.08% -358 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; 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; 2026Q3: 85,204 shares 85,204 $4.79M 0.08% +1,193 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; 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; 2026Q3: 32,804 shares 32,804 $4.77M 0.08% -1,506 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,380 shares 29,380 $4.6M 0.08% -328 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; 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; 2026Q3: 14,568 shares 14,568 $4.43M 0.07% -637 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,352 shares 19,352 $4.42M 0.07% -317 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; 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; 2026Q3: 4,345 shares 4,345 $4.35M 0.07% -45 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; 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; 2026Q3: 6,225 shares 6,225 $4.2M 0.07% +191 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,318 shares 13,318 $4.16M 0.07% +87 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; 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; 2026Q3: 21,453 shares 21,453 $4.14M 0.07% +264 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; 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; 2026Q3: 90,066 shares 90,066 $4.13M 0.07% +3,701 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,877 shares 14,877 $4.1M 0.07% +494 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,636 shares 9,636 $4.01M 0.07% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 84,180 shares 84,180 $3.92M 0.06% -1,106 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; 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; 2026Q3: 44,802 shares 44,802 $3.86M 0.06% -489 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 30,126 shares 30,126 $3.82M 0.06% -997 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,084 shares 10,084 $3.58M 0.06% -576 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; 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; 2026Q3: 19,499 shares 19,499 $3.58M 0.06% +1,149 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; 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; 2026Q3: 18,216 shares 18,216 $3.52M 0.06% +82 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; 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; 2026Q3: 50,076 shares 50,076 $3.51M 0.06% +45,085 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; 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; 2026Q3: 3,681 shares 3,681 $3.31M 0.05% +205 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; 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; 2026Q3: 3,351 shares 3,351 $3.19M 0.05% -97 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; 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; 2026Q3: 47,298 shares 47,298 $3.19M 0.05% +25 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 128,607 shares 128,607 $3.12M 0.05% -1,738 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,634 shares 8,634 $3.1M 0.05% -395 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,657 shares 10,657 $2.96M 0.05% -26 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; 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; 2026Q3: 21,023 shares 21,023 $2.87M 0.05% +275 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; 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; 2026Q3: 8,045 shares 8,045 $2.86M 0.05% +1,581 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; 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; 2026Q3: 62,656 shares 62,656 $2.76M 0.05% 0 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; 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; 2026Q3: 9,688 shares 9,688 $2.71M 0.04% -27 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; 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; 2026Q3: 57,535 shares 57,535 $2.71M 0.04% -737 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,452 shares 17,452 $2.68M 0.04% -81 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; 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; 2026Q3: 57,172 shares 57,172 $2.68M 0.04% -2,679 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; 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; 2026Q3: 54,417 shares 54,417 $2.66M 0.04% -2,355 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; 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; 2026Q3: 13,942 shares 13,942 $2.66M 0.04% +239 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; 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; 2026Q3: 6,714 shares 6,714 $2.61M 0.04% -382 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,617 shares 15,617 $2.56M 0.04% +378 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,080 shares 21,080 $2.53M 0.04% +279 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,167 shares; 2026Q3: 4,692 shares 4,692 $2.52M 0.04% +3,525 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,287 shares 3,287 $2.49M 0.04% +278 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; 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; 2026Q3: 31,910 shares 31,910 $2.48M 0.04% -1,094 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; 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; 2026Q3: 22,496 shares 22,496 $2.45M 0.04% +229 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,810 shares 24,810 $2.34M 0.04% -149 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; 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; 2026Q3: 18,991 shares 18,991 $2.31M 0.04% +62 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,583 shares 9,583 $2.3M 0.04% +1,199 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; 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; 2026Q3: 14,619 shares 14,619 $2.29M 0.04% +39 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; 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; 2026Q3: 8,010 shares 8,010 $2.28M 0.04% -1,300 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; 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; 2026Q3: 52,613 shares 52,613 $2.28M 0.04% -9,675 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,769 shares 14,769 $2.27M 0.04% +2,224 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; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 3 shares 3 $2.24M 0.04% +1 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 25,480 shares 25,480 $2.24M 0.04% -560 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 92,358 shares 92,358 $2.23M 0.04% +3,847 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; 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; 2026Q3: 4,440 shares 4,440 $2.19M 0.04% +9 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; 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; 2026Q3: 11,154 shares 11,154 $2.18M 0.04% +657 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; 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; 2026Q3: 19,030 shares 19,030 $2.17M 0.04% +314 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; 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; 2026Q3: 24,790 shares 24,790 $2.16M 0.04% +1,663 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,377 shares 21,377 $2.11M 0.03% +45 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; 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; 2026Q3: 87,542 shares 87,542 $2.08M 0.03% 0 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; 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; 2026Q3: 46,461 shares 46,461 $2.04M 0.03% -2,740 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,433 shares 18,433 $2.02M 0.03% -140 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; 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; 2026Q3: 15,732 shares 15,732 $2.02M 0.03% +253 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 89,589 shares 89,589 $1.96M 0.03% +50,447 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; 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; 2026Q3: 63,640 shares 63,640 $1.91M 0.03% +8,637 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; 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; 2026Q3: 8,446 shares 8,446 $1.87M 0.03% +7 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; 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; 2026Q3: 12,044 shares 12,044 $1.87M 0.03% +67 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,331 shares 17,331 $1.85M 0.03% -770 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; 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; 2026Q3: 16,623 shares 16,623 $1.84M 0.03% -323 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; 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; 2026Q3: 5,217 shares 5,217 $1.84M 0.03% -56 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,902 shares 7,902 $1.82M 0.03% -191 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; 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; 2026Q3: 36,578 shares 36,578 $1.82M 0.03% -502 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; 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; 2026Q3: 4,916 shares 4,916 $1.79M 0.03% +63 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; 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; 2026Q3: 20,471 shares 20,471 $1.75M 0.03% +3,300 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,527 shares 4,527 $1.73M 0.03% +6 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 69,017 shares 69,017 $1.72M 0.03% 0 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; 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; 2026Q3: 22,319 shares 22,319 $1.69M 0.03% +1,650 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,207 shares 17,207 $1.68M 0.03% +1 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; 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; 2026Q3: 33,071 shares 33,071 $1.67M 0.03% +221 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; 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; 2026Q3: 2,426 shares 2,426 $1.59M 0.03% -34 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; 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; 2026Q3: 25,257 shares 25,257 $1.58M 0.03% +226 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; 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; 2026Q3: 2,566 shares 2,566 $1.57M 0.03% +49 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; 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; 2026Q3: 51,705 shares 51,705 $1.57M 0.03% +6,158 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,182 shares 6,182 $1.53M 0.03% -345 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; 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; 2026Q3: 22,718 shares 22,718 $1.53M 0.03% +279 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; 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; 2026Q3: 21,638 shares 21,638 $1.53M 0.03% -206 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 35,284 shares 35,284 $1.52M 0.02% -6,313 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; 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; 2026Q3: 13,212 shares 13,212 $1.49M 0.02% +893 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; 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; 2026Q3: 1,614 shares 1,614 $1.47M 0.02% +18 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; 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; 2026Q3: 29,093 shares 29,093 $1.42M 0.02% -1,403 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,150 shares 21,150 $1.41M 0.02% 0 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; 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; 2026Q3: 16,439 shares 16,439 $1.4M 0.02% -272 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; 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; 2026Q3: 3,541 shares 3,541 $1.4M 0.02% +213 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; 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; 2026Q3: 6,860 shares 6,860 $1.4M 0.02% +10 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; 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; 2026Q3: 3,050 shares 3,050 $1.39M 0.02% +84 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; 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; 2026Q3: 3,610 shares 3,610 $1.37M 0.02% +409 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; 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; 2026Q3: 4,247 shares 4,247 $1.37M 0.02% +216 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; 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; 2026Q3: 6,078 shares 6,078 $1.35M 0.02% -4,837 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,015 shares 6,015 $1.33M 0.02% -54 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; 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; 2026Q3: 7,577 shares 7,577 $1.32M 0.02% -84 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; 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; 2026Q3: 25,219 shares 25,219 $1.32M 0.02% -945 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 45,103 shares 45,103 $1.29M 0.02% +536 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,325 shares 18,325 $1.28M 0.02% +438 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 52,507 shares 52,507 $1.27M 0.02% new 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; 2024Q4: not reported; 2025Q1: 666 shares; 2025Q2: 744 shares; 2025Q3: 756 shares; 2025Q4: 596 shares; 2026Q1: 618 shares; 2026Q2: 1,063 shares; 2026Q3: 4,645 shares 4,645 $1.23M 0.02% +3,582 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; 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; 2026Q3: 47,326 shares 47,326 $1.23M 0.02% 0 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; 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; 2026Q3: 19,871 shares 19,871 $1.22M 0.02% +2,690 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,753 shares; 2026Q3: 8,096 shares 8,096 $1.22M 0.02% +4,343 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; 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; 2026Q3: 8,988 shares 8,988 $1.22M 0.02% -806 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; 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; 2026Q3: 28,444 shares 28,444 $1.2M 0.02% -351 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; 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; 2026Q3: 21,021 shares 21,021 $1.15M 0.02% -337 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; 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; 2026Q3: 3,102 shares 3,102 $1.14M 0.02% +83 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; 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; 2026Q3: 20,725 shares 20,725 $1.14M 0.02% +389 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,139 shares; 2026Q1: 1,119 shares; 2026Q2: 1,189 shares; 2026Q3: 1,065 shares 1,065 $1.13M 0.02% -124 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,391 shares 4,391 $1.12M 0.02% -88 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,839 shares 12,839 $1.11M 0.02% -2,973 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; 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; 2026Q3: 49,401 shares 49,401 $1.11M 0.02% -1,393 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; 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; 2026Q3: 15,629 shares 15,629 $1.1M 0.02% -88 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; 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; 2026Q3: 10,695 shares 10,695 $1.09M 0.02% -99 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,629 shares 11,629 $1.09M 0.02% +12 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,767 shares 5,767 $1.08M 0.02% -44 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; 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; 2026Q3: 9,265 shares 9,265 $1.07M 0.02% +1 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; 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; 2026Q3: 2,667 shares 2,667 $1.06M 0.02% +15 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; 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; 2026Q3: 3,999 shares 3,999 $1.03M 0.02% -15 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; 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; 2026Q3: 20,508 shares 20,508 $1.03M 0.02% -5,205 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; 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; 2026Q3: 7,481 shares 7,481 $1.02M 0.02% +2 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; 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; 2026Q3: 9,627 shares 9,627 $1M 0.02% -208 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; 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; 2026Q3: 1,960 shares 1,960 $997K 0.02% -110 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; 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; 2026Q3: 12,586 shares 12,586 $983K 0.02% -48 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,301 shares 2,301 $970K 0.02% +61 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 636 shares; 2025Q3: 644 shares; 2025Q4: 668 shares; 2026Q1: 675 shares; 2026Q2: 7,774 shares; 2026Q3: 7,689 shares 7,689 $966K 0.02% -85 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; 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; 2026Q3: 2,153 shares 2,153 $960K 0.02% -1 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,405 shares 3,405 $939K 0.02% +42 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; 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; 2026Q3: 20,088 shares 20,088 $937K 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; 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; 2026Q3: 9,107 shares 9,107 $918K 0.02% +168 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,399 shares 3,399 $900K 0.01% +362 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; 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; 2026Q3: 33,463 shares 33,463 $899K 0.01% +68 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; 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; 2026Q3: 22,458 shares 22,458 $886K 0.01% -757 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; 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; 2026Q3: 18,873 shares 18,873 $886K 0.01% +1,278 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; 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; 2026Q3: 13,896 shares 13,896 $884K 0.01% +400 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; 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; 2026Q3: 13,752 shares 13,752 $879K 0.01% +28 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,765 shares 2,765 $878K 0.01% +7 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; 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; 2026Q3: 4,389 shares 4,389 $858K 0.01% -509 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; 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; 2026Q3: 15,881 shares 15,881 $848K 0.01% -755 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; 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; 2026Q3: 1,934 shares 1,934 $831K 0.01% +47 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,204 shares; 2026Q1: 3,209 shares; 2026Q2: 4,088 shares; 2026Q3: 4,451 shares 4,451 $828K 0.01% +363 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,854 shares 2,854 $814K 0.01% +70 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; 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; 2026Q3: 10,015 shares 10,015 $802K 0.01% -855 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,415 shares 8,415 $800K 0.01% +752 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; 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; 2026Q3: 9,355 shares 9,355 $796K 0.01% 0 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; 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; 2026Q3: 8,602 shares 8,602 $788K 0.01% +2,256 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; 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; 2026Q3: 2,333 shares 2,333 $774K 0.01% -140 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,663 shares 7,663 $773K 0.01% -280 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,661 shares 9,661 $765K 0.01% +748 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; 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; 2026Q3: 63,202 shares 63,202 $762K 0.01% +18 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; 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; 2026Q3: 8,120 shares 8,120 $752K 0.01% -125 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; 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; 2026Q3: 7,672 shares 7,672 $751K 0.01% 0 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; 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; 2026Q3: 13,616 shares 13,616 $745K 0.01% -189 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,019 shares 4,019 $740K 0.01% +589 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; 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; 2026Q3: 1,859 shares 1,859 $737K 0.01% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 32,337 shares 32,337 $734K 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; 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; 2026Q3: 1,383 shares 1,383 $704K 0.01% -7 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,993 shares 8,993 $701K 0.01% +160 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; 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; 2026Q3: 2,721 shares 2,721 $700K 0.01% -4 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,129 shares 2,129 $692K 0.01% +16 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,858 shares 8,858 $691K 0.01% +5 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; 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; 2026Q3: 2,906 shares 2,906 $688K 0.01% -550 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; 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; 2026Q3: 3,076 shares 3,076 $684K 0.01% -516 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,322 shares 4,322 $681K 0.01% +61 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; 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; 2026Q3: 11,722 shares 11,722 $676K 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; 2024Q4: 6,771 shares; 2025Q1: not reported; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 986 shares; 2026Q1: 997 shares; 2026Q2: 7,768 shares; 2026Q3: 7,770 shares 7,770 $664K 0.01% +2 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; 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; 2026Q3: 3,356 shares 3,356 $663K 0.01% +9 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,602 shares 3,602 $642K 0.01% 0 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; 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; 2026Q3: 12,899 shares 12,899 $611K 0.01% +76 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; 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; 2026Q3: 13,342 shares 13,342 $609K 0.01% -60 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,887 shares 2,887 $607K 0.01% -55 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; 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; 2026Q3: 4,056 shares 4,056 $603K 0.01% -205 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,543 shares; 2026Q2: 11,543 shares; 2026Q3: 11,596 shares 11,596 $587K 0.01% +53 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; 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; 2026Q3: 2,029 shares 2,029 $585K 0.01% +265 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,888 shares 12,888 $582K 0.01% +1,877 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; 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; 2026Q3: 17,743 shares 17,743 $579K 0.01% +3,795 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,982 shares 2,982 $578K 0.01% +107 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,853 shares 9,853 $569K 0.01% -53 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 924 shares; 2026Q3: 928 shares 928 $565K 0.01% +4 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,684 shares 22,684 $555K 0.01% 0 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; 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; 2026Q3: 11,903 shares 11,903 $551K 0.01% -108 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; 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; 2026Q3: 11,481 shares 11,481 $542K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,292 shares 12,292 $541K 0.01% +1,573 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; 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; 2026Q3: 4,743 shares 4,743 $539K 0.01% -153 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,408 shares 2,408 $535K 0.01% +24 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,333 shares 5,333 $530K 0.01% +33 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,588 shares 21,588 $527K 0.01% -736 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,159 shares; 2026Q3: 26,159 shares 26,159 $525K 0.01% 0 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; 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; 2026Q3: 8,140 shares 8,140 $524K 0.01% +70 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; 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; 2026Q3: 3,294 shares 3,294 $511K 0.01% +43 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,187 shares 2,187 $511K 0.01% +12 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,795 shares; 2026Q3: 6,390 shares 6,390 $500K 0.01% +2,595 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; 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; 2026Q3: 2,886 shares 2,886 $486K 0.01% -275 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,250 shares; 2026Q3: 2,283 shares 2,283 $482K 0.01% +33 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; 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; 2026Q3: 7,080 shares 7,080 $481K 0.01% +179 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181 shares; 2026Q2: 194 shares; 2026Q3: 264 shares 264 $478K 0.01% +70 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; 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; 2026Q3: 10,182 shares 10,182 $472K 0.01% +106 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; 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; 2026Q3: 30,746 shares 30,746 $469K 0.01% +11 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,615 shares 3,615 $468K 0.01% +507 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,245 shares 7,245 $465K 0.01% +2 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,910 shares 5,910 $464K 0.01% -2,290 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; 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; 2026Q3: 13,001 shares 13,001 $463K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183 shares; 2026Q3: 266 shares 266 $463K 0.01% +83 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; 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; 2026Q3: 5,538 shares 5,538 $460K 0.01% 0 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; 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; 2026Q3: 1,977 shares 1,977 $457K 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; 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; 2026Q3: 11,434 shares 11,434 $451K 0.01% 0 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; 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; 2026Q3: 4,985 shares 4,985 $447K 0.01% -1,647 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,945 shares 4,945 $445K 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; 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; 2026Q3: 5,177 shares 5,177 $440K 0.01% 0 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; 2024Q4: 5,931 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,040 shares; 2026Q3: 3,571 shares 3,571 $440K 0.01% +531 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; 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; 2026Q3: 31,501 shares 31,501 $437K 0.01% 0 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; 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; 2026Q3: 8,320 shares 8,320 $437K 0.01% +205 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; 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; 2026Q3: 7,211 shares 7,211 $436K 0.01% -147 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,264 shares 4,264 $436K 0.01% -236 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; 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; 2026Q3: 14,329 shares 14,329 $432K 0.01% -626 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; 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; 2026Q3: 3,637 shares 3,637 $431K 0.01% -244 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 492 shares; 2025Q1: 561 shares; 2025Q2: 579 shares; 2025Q3: 520 shares; 2025Q4: 527 shares; 2026Q1: 484 shares; 2026Q2: 498 shares; 2026Q3: 400 shares 400 $423K 0.01% -98 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; 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; 2026Q3: 9,224 shares 9,224 $420K 0.01% 0 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; 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; 2026Q3: 11,047 shares 11,047 $417K 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; 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; 2026Q3: 2,332 shares 2,332 $417K 0.01% +9 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,166 shares 4,166 $410K 0.01% +121 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,814 shares 8,814 $410K 0.01% -200 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; 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; 2026Q3: 10,453 shares 10,453 $410K 0.01% -200 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; 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; 2026Q3: 9,558 shares 9,558 $409K 0.01% -312 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 388 shares; 2026Q3: 897 shares 897 $408K 0.01% +509 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; 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; 2026Q3: 8,942 shares 8,942 $406K 0.01% 0 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; 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; 2026Q3: 4,571 shares 4,571 $405K 0.01% -349 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; 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; 2026Q3: 3,088 shares 3,088 $397K 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; 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; 2026Q3: 5,500 shares 5,500 $394K 0.01% 0 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; 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; 2026Q3: 8,467 shares 8,467 $389K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,715 shares; 2026Q2: 3,539 shares; 2026Q3: 3,455 shares 3,455 $387K 0.01% -84 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; 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; 2026Q3: 6,999 shares 6,999 $385K 0.01% -1,341 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; 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; 2026Q3: 4,082 shares 4,082 $381K 0.01% -82 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; 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; 2026Q3: 2,540 shares 2,540 $379K 0.01% +187 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; 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; 2026Q3: 4,259 shares 4,259 $378K 0.01% -18 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; 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; 2026Q3: 2,852 shares 2,852 $377K 0.01% -259 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,306 shares; 2026Q2: 2,202 shares; 2026Q3: 2,321 shares 2,321 $375K 0.01% +119 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; 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; 2026Q3: 4,117 shares 4,117 $369K 0.01% +29 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; 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; 2026Q3: 20,911 shares 20,911 $368K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,794 shares; 2026Q2: 10,805 shares; 2026Q3: 11,264 shares 11,264 $366K 0.01% +459 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; 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; 2026Q3: 16,728 shares 16,728 $364K 0.01% -754 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,264 shares; 2026Q3: 2,301 shares 2,301 $357K 0.01% +37 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,493 shares; 2026Q1: 16,493 shares; 2026Q2: 16,493 shares; 2026Q3: 16,493 shares 16,493 $349K 0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,661 shares 5,661 $349K 0.01% -45 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; 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; 2026Q3: 3,509 shares 3,509 $343K 0.01% +371 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; 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; 2026Q3: 5,532 shares 5,532 $341K 0.01% 0 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; 2024Q4: 11,282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,568 shares; 2026Q3: 6,568 shares 6,568 $340K 0.01% +2,000 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; 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; 2026Q3: 8,361 shares 8,361 $337K 0.01% -95 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; 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; 2026Q3: 4,076 shares 4,076 $336K 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; 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; 2026Q3: 1,117 shares 1,117 $335K 0.01% +210 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,945 shares 2,945 $330K 0.01% -2,110 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares; 2026Q1: 1,557 shares; 2026Q2: 1,570 shares; 2026Q3: 1,587 shares 1,587 $322K 0.01% +17 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; 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; 2026Q3: 3,966 shares 3,966 $322K 0.01% -234 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; 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; 2026Q3: 9,596 shares 9,596 $321K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,248 shares 2,248 $320K 0.01% +183 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; 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; 2026Q3: 1,791 shares 1,791 $320K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 187 shares; 2026Q3: 184 shares 184 $318K 0.01% -3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 749 shares; 2026Q3: 958 shares 958 $315K 0.01% +209 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; 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; 2026Q3: 1,340 shares 1,340 $310K 0.01% 0 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; 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; 2026Q3: 6,584 shares 6,584 $310K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,366 shares 2,366 $307K 0.01% +100 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,803 shares 2,803 $307K 0.01% 0 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; 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; 2026Q3: 8,536 shares 8,536 $304K 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; 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; 2026Q3: 6,013 shares 6,013 $304K <0.01% 0 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; 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; 2026Q3: 9,239 shares 9,239 $304K <0.01% 0 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; 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; 2026Q3: 3,196 shares 3,196 $302K <0.01% -3,152 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; 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; 2026Q3: 2,328 shares 2,328 $301K <0.01% 0 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; 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; 2026Q3: 8,040 shares 8,040 $295K <0.01% +21 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,078 shares; 2026Q3: 2,431 shares 2,431 $291K <0.01% +353 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,640 shares 12,640 $289K <0.01% -11,389 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,404 shares 15,404 $289K <0.01% -5 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; 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; 2026Q3: 13,038 shares 13,038 $288K <0.01% +23 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,017 shares 9,017 $284K <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; 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; 2026Q3: 14,103 shares 14,103 $281K <0.01% +94 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; 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; 2026Q3: 6,786 shares 6,786 $279K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,135 shares; 2026Q3: 5,135 shares 5,135 $278K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,568 shares; 2026Q1: 3,946 shares; 2026Q2: 4,495 shares; 2026Q3: 4,553 shares 4,553 $277K <0.01% +58 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; 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; 2026Q3: 5,658 shares 5,658 $276K <0.01% +3,772 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,652 shares; 2026Q3: 3,652 shares 3,652 $276K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,690 shares; 2026Q1: 5,231 shares; 2026Q2: 5,277 shares; 2026Q3: 4,813 shares 4,813 $273K <0.01% -464 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,866 shares; 2025Q1: 12,561 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 982 shares 982 $267K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,500 shares; 2026Q3: 6,500 shares 6,500 $267K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,036 shares 3,036 $266K <0.01% +194 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; 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; 2026Q3: 8,235 shares 8,235 $265K <0.01% +75 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; 2024Q4: not reported; 2025Q1: 7,857 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,434 shares; 2026Q3: 7,815 shares 7,815 $260K <0.01% +381 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; 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; 2026Q3: 4,465 shares 4,465 $258K <0.01% +189 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; 2024Q4: 3,479 shares; 2025Q1: 3,479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,543 shares; 2026Q3: 2,549 shares 2,549 $258K <0.01% +6 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; 2024Q4: not reported; 2025Q1: 1,448 shares; 2025Q2: 1,600 shares; 2025Q3: 592 shares; 2025Q4: 502 shares; 2026Q1: 518 shares; 2026Q2: 446 shares; 2026Q3: 488 shares 488 $255K <0.01% +42 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,975 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,086 shares 7,086 $255K <0.01% new 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; 2024Q4: 7,815 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,906 shares; 2026Q3: 3,906 shares 3,906 $255K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,864 shares; 2026Q3: 1,667 shares 1,667 $254K <0.01% -197 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,252 shares 3,252 $253K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,537 shares; 2026Q3: 1,601 shares 1,601 $253K <0.01% +64 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,586 shares; 2026Q3: 5,668 shares 5,668 $252K <0.01% +1,082 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,810 shares; 2026Q3: 3,810 shares 3,810 $251K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,903 shares; 2025Q4: 5,903 shares; 2026Q1: not reported; 2026Q2: 5,853 shares; 2026Q3: 6,291 shares 6,291 $250K <0.01% +438 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; 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; 2026Q3: 2,438 shares 2,438 $249K <0.01% +104 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,179 shares; 2026Q2: 4,222 shares; 2026Q3: 4,295 shares 4,295 $247K <0.01% +73 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; 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; 2026Q3: 2,480 shares 2,480 $247K <0.01% -203 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; 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; 2026Q3: 3,155 shares 3,155 $244K <0.01% -255 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,114 shares; 2026Q1: 2,088 shares; 2026Q2: not reported; 2026Q3: 2,095 shares 2,095 $242K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,531 shares; 2026Q1: not reported; 2026Q2: 4,531 shares; 2026Q3: 5,086 shares 5,086 $241K <0.01% +555 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; 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; 2026Q3: 3,492 shares 3,492 $239K <0.01% +55 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; 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; 2026Q3: 2,429 shares 2,429 $237K <0.01% -3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,729 shares; 2026Q1: 7,492 shares; 2026Q2: 7,492 shares; 2026Q3: 7,492 shares 7,492 $234K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,700 shares; 2025Q1: 1,405 shares; 2025Q2: 1,590 shares; 2025Q3: 1,374 shares; 2025Q4: 1,334 shares; 2026Q1: 1,224 shares; 2026Q2: not reported; 2026Q3: 1,020 shares 1,020 $234K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 799 shares; 2025Q3: 888 shares; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 845 shares; 2026Q3: 919 shares 919 $233K <0.01% +74 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,026 shares 7,026 $231K <0.01% -44 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,331 shares 3,331 $231K <0.01% new 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; 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; 2026Q3: 4,171 shares 4,171 $226K <0.01% -1,143 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,130 shares 5,130 $226K <0.01% new 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; 2024Q4: 8,444 shares; 2025Q1: 9,152 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,119 shares; 2026Q3: 6,119 shares 6,119 $223K <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,550 shares 3,550 $222K <0.01% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,624 shares 3,624 $218K <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; 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; 2026Q3: 5,841 shares 5,841 $211K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,181 shares; 2026Q1: 3,181 shares; 2026Q2: 3,181 shares; 2026Q3: 2,981 shares 2,981 $209K <0.01% -200 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; 2024Q4: 9,955 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,838 shares; 2026Q3: 3,395 shares 3,395 $208K <0.01% -443 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,625 shares; 2026Q3: 4,625 shares 4,625 $207K <0.01% 0 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; 2024Q4: not reported; 2025Q1: 732 shares; 2025Q2: not reported; 2025Q3: 764 shares; 2025Q4: not reported; 2026Q1: 704 shares; 2026Q2: 697 shares; 2026Q3: 744 shares 744 $207K <0.01% +47 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; 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; 2026Q3: 11,523 shares 11,523 $172K <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; 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; 2026Q3: 10,504 shares 10,504 $132K <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; 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; 2026Q3: 11,752 shares 11,752 $92.1K <0.01% 0 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,500 shares; 2026Q3: 15,500 shares 15,500 $60.5K <0.01% 0 Timeline