MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,804 shares; 2024Q4: 4,303 shares; 2025Q1: 4,839,176 shares; 2025Q2: 4,702,188 shares; 2025Q3: 4,576,008 shares; 2025Q4: 4,426,061 shares; 2026Q1: 4,325,813 shares; 2026Q2: 4,252,478 shares 4,252,478 $1.15B 37.83% -73,335 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,540,123 shares; 2025Q2: 4,424,325 shares; 2025Q3: 4,297,747 shares; 2025Q4: 4,041,390 shares; 2026Q1: 3,839,147 shares; 2026Q2: 3,637,451 shares 3,637,451 $341M 11.21% -201,696 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,739,894 shares; 2025Q2: 20,560,455 shares; 2025Q3: 20,052,912 shares; 2025Q4: 19,426,614 shares; 2026Q1: 18,506,793 shares; 2026Q2: 38,625,717 shares 38,625,717 $301M 9.9% +20,118,924 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,787 shares; 2024Q4: 2,539 shares; 2025Q1: 488,320 shares; 2025Q2: 150,330,714 shares; 2025Q3: 10,384 shares; 2025Q4: 481,663 shares; 2026Q1: 153,056,541 shares; 2026Q2: 481,191 shares 481,191 $178M 5.86% -152,575,350 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 937,085 shares; 2025Q2: 931,187 shares; 2025Q3: 915,107 shares; 2025Q4: 894,599 shares; 2026Q1: 883,856 shares; 2026Q2: 880,234 shares 880,234 $119M 3.9% -3,622 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,703,208 shares; 2025Q2: 64,764,324 shares; 2025Q3: 1,036,132 shares; 2025Q4: 2,626,353 shares; 2026Q1: 69,206,449 shares; 2026Q2: 2,708,469 shares 2,708,469 $78.4M 2.58% -66,497,980 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,499,805 shares; 2025Q2: 1,485,533 shares; 2025Q3: 1,428,504 shares; 2025Q4: 1,424,072 shares; 2026Q1: 1,408,138 shares; 2026Q2: 1,379,739 shares 1,379,739 $45.9M 1.51% -28,399 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 301,926 shares; 2025Q2: 59,297,124 shares; 2025Q3: 320,178 shares; 2025Q4: 845,731 shares; 2026Q1: 61,523,028 shares; 2026Q2: 561,226 shares 561,226 $42.2M 1.39% -60,961,802 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443,997 shares; 2025Q2: 58,721,012 shares; 2025Q3: 469,065 shares; 2025Q4: 1,264,405 shares; 2026Q1: 63,205,344 shares; 2026Q2: 833,026 shares 833,026 $41.7M 1.37% -62,372,318 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 962,573 shares; 2025Q3: 592,346 shares; 2025Q4: 634,224 shares; 2026Q1: 700,568 shares; 2026Q2: 804,960 shares 804,960 $37.7M 1.24% +104,392 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383,225 shares; 2024Q4: 400,506 shares; 2025Q1: 421,576 shares; 2025Q2: 4,423,192 shares; 2025Q3: 346,385 shares; 2025Q4: 288,382 shares; 2026Q1: 32,574,425 shares; 2026Q2: 338,060 shares 338,060 $36.9M 1.21% -32,236,365 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,873 shares; 2024Q4: 319,085 shares; 2025Q1: 321,405 shares; 2025Q2: 317,587 shares; 2025Q3: 196,757 shares; 2025Q4: 206,046 shares; 2026Q1: 219,254 shares; 2026Q2: 257,232 shares 257,232 $24.8M 0.82% +37,978 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,974 shares; 2024Q4: 420,613 shares; 2025Q1: 426,533 shares; 2025Q2: 437,625 shares; 2025Q3: 263,579 shares; 2025Q4: 271,827 shares; 2026Q1: 264,491 shares; 2026Q2: 276,297 shares 276,297 $22.9M 0.75% +11,806 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,796 shares; 2024Q4: 158,817 shares; 2025Q1: 163,750 shares; 2025Q2: 186,656 shares; 2025Q3: 189,860 shares; 2025Q4: 192,925 shares; 2026Q1: 172,205 shares; 2026Q2: 172,874 shares 172,874 $21.6M 0.71% +669 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,788 shares; 2024Q4: 51,546 shares; 2025Q1: 52,337 shares; 2025Q2: 55,266 shares; 2025Q3: 55,785 shares; 2025Q4: 56,956 shares; 2026Q1: 60,452 shares; 2026Q2: 57,740 shares 57,740 $21.1M 0.69% -2,712 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 303,556 shares 303,556 $21.1M 0.69% new Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,116 shares; 2024Q4: 281,596 shares; 2025Q1: 285,753 shares; 2025Q2: 299,710 shares; 2025Q3: 301,538 shares; 2025Q4: 307,111 shares; 2026Q1: 325,545 shares; 2026Q2: 317,469 shares 317,469 $20.8M 0.68% -8,076 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,221 shares; 2024Q4: 2,395 shares; 2025Q1: 2,323 shares; 2025Q2: 9,858,304 shares; 2025Q3: 1,064 shares; 2025Q4: 21,349 shares; 2026Q1: 15,582,013 shares; 2026Q2: 27,774 shares 27,774 $20.7M 0.68% -15,554,239 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,828 shares; 2024Q4: 89,366 shares; 2025Q1: 89,777 shares; 2025Q2: 87,206 shares; 2025Q3: 86,220 shares; 2025Q4: 84,951 shares; 2026Q1: 76,301 shares; 2026Q2: 79,492 shares 79,492 $19.3M 0.64% +3,191 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,993 shares; 2024Q4: 182,245 shares; 2025Q1: 186,709 shares; 2025Q2: 175,445 shares; 2025Q3: 167,498 shares; 2025Q4: 173,727 shares; 2026Q1: 194,591 shares; 2026Q2: 191,479 shares 191,479 $17.5M 0.57% -3,112 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,671 shares; 2024Q4: 162,579 shares; 2025Q1: 163,795 shares; 2025Q2: 172,189 shares; 2025Q3: 171,879 shares; 2025Q4: 171,421 shares; 2026Q1: 144,690 shares; 2026Q2: 148,533 shares 148,533 $17.4M 0.57% +3,843 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,477 shares; 2024Q4: 76,589 shares; 2025Q1: 76,562 shares; 2025Q2: 62,196 shares; 2025Q3: 61,952 shares; 2025Q4: 60,442 shares; 2026Q1: 67,486 shares; 2026Q2: 68,352 shares 68,352 $14.9M 0.49% +866 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,154 shares; 2025Q2: 12,924,231 shares; 2025Q3: 123,733 shares; 2025Q4: 145,021 shares; 2026Q1: 14,038,033 shares; 2026Q2: 151,820 shares 151,820 $14.7M 0.48% -13,886,213 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,483 shares; 2024Q4: 137,751 shares; 2025Q1: 139,140 shares; 2025Q2: 140,984 shares; 2025Q3: 54,654 shares; 2025Q4: 57,685 shares; 2026Q1: 64,035 shares; 2026Q2: 77,899 shares 77,899 $14.7M 0.48% +13,864 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,395 shares; 2025Q1: 233,238 shares; 2025Q2: 11,901,177 shares; 2025Q3: 8,650 shares; 2025Q4: 208,692 shares; 2026Q1: 12,136,863 shares; 2026Q2: 198,842 shares 198,842 $14.2M 0.47% -11,938,021 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,641 shares; 2024Q4: 179,983 shares; 2025Q1: 179,170 shares; 2025Q2: 142,821 shares; 2025Q3: 141,225 shares; 2025Q4: 141,488 shares; 2026Q1: 157,947 shares; 2026Q2: 163,676 shares 163,676 $12.4M 0.41% +5,729 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,909 shares; 2024Q4: 113,127 shares; 2025Q1: 115,040 shares; 2025Q2: 117,457 shares; 2025Q3: 58,495 shares; 2025Q4: 62,323 shares; 2026Q1: 71,340 shares; 2026Q2: 94,711 shares 94,711 $10.4M 0.34% +23,371 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,760 shares; 2024Q4: 2,715 shares; 2025Q1: 64,509 shares; 2025Q2: 7,981,687 shares; 2025Q3: 24,193 shares; 2025Q4: 61,497 shares; 2026Q1: 8,811,881 shares; 2026Q2: 59,954 shares 59,954 $9.47M 0.31% -8,751,927 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,894 shares; 2024Q4: 40,637 shares; 2025Q1: 40,791 shares; 2025Q2: 119,055 shares; 2025Q3: 119,278 shares; 2025Q4: 118,867 shares; 2026Q1: 117,469 shares; 2026Q2: 115,506 shares 115,506 $9.36M 0.31% -1,963 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,186 shares; 2024Q4: 18,183 shares; 2025Q1: 18,933 shares; 2025Q2: 18,242 shares; 2025Q3: 18,183 shares; 2025Q4: 17,282 shares; 2026Q1: 17,505 shares; 2026Q2: 106,379 shares 106,379 $9.16M 0.3% +88,874 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 252,704 shares; 2025Q2: 8,449,522 shares; 2025Q3: 126,646 shares; 2025Q4: 226,411 shares; 2026Q1: 9,146,059 shares; 2026Q2: 213,736 shares 213,736 $8.86M 0.29% -8,932,323 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,595 shares; 2024Q4: 193,866 shares; 2025Q1: 201,063 shares; 2025Q2: 207,117 shares; 2025Q3: 207,477 shares; 2025Q4: 204,794 shares; 2026Q1: 202,034 shares; 2026Q2: 199,688 shares 199,688 $8.61M 0.28% -2,346 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,369 shares; 2024Q4: 75,880 shares; 2025Q1: 76,684 shares; 2025Q2: 76,477 shares; 2025Q3: 40,730 shares; 2025Q4: 43,534 shares; 2026Q1: 48,037 shares; 2026Q2: 313,524 shares 313,524 $8.59M 0.28% +265,487 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86,990 shares; 2025Q2: 5,562,220 shares; 2025Q3: 164,762 shares; 2025Q4: 70,518 shares; 2026Q1: 7,241,805 shares; 2026Q2: 77,355 shares 77,355 $7.38M 0.24% -7,164,450 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,692 shares; 2024Q4: 31,305 shares; 2025Q1: 31,416 shares; 2025Q2: 30,468 shares; 2025Q3: 13,830 shares; 2025Q4: 15,754 shares; 2026Q1: 20,156 shares; 2026Q2: 20,845 shares 20,845 $7.15M 0.24% +689 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,882 shares; 2025Q2: 5,750,203 shares; 2025Q3: 92,223 shares; 2025Q4: 108,532 shares; 2026Q1: 6,421,786 shares; 2026Q2: 113,746 shares 113,746 $6.71M 0.22% -6,308,040 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,685 shares; 2025Q2: 5,717,725 shares; 2025Q3: not reported; 2025Q4: 70,696 shares; 2026Q1: 6,081,260 shares; 2026Q2: 69,532 shares 69,532 $6.7M 0.22% -6,011,728 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,404 shares; 2024Q4: 7,296 shares; 2025Q1: 7,081 shares; 2025Q2: 6,514 shares; 2025Q3: 6,291 shares; 2025Q4: 6,355 shares; 2026Q1: 6,848 shares; 2026Q2: 8,525 shares 8,525 $6.38M 0.21% +1,677 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,602 shares; 2024Q4: 128,299 shares; 2025Q1: 129,844 shares; 2025Q2: 130,204 shares; 2025Q3: 56,467 shares; 2025Q4: 62,212 shares; 2026Q1: 83,558 shares; 2026Q2: 103,651 shares 103,651 $6.19M 0.2% +20,093 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 247,120 shares; 2025Q2: 188,705 shares; 2025Q3: 193,481 shares; 2025Q4: 171,607 shares; 2026Q1: 181,097 shares; 2026Q2: 180,326 shares 180,326 $6.11M 0.2% -771 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846,992 shares; 2024Q4: 790,269 shares; 2025Q1: 790,920 shares; 2025Q2: 85,462 shares; 2025Q3: 80,942 shares; 2025Q4: 131,855 shares; 2026Q1: 127,343 shares; 2026Q2: 129,960 shares 129,960 $5.51M 0.18% +2,617 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 714,350 shares; 2025Q2: 701,423 shares; 2025Q3: 684,293 shares; 2025Q4: 664,766 shares; 2026Q1: 607,279 shares; 2026Q2: 585,516 shares 585,516 $5.5M 0.18% -21,763 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,666 shares; 2024Q4: 1,636 shares; 2025Q1: 1,746 shares; 2025Q2: 13,523 shares; 2025Q3: 13,012 shares; 2025Q4: 10,318 shares; 2026Q1: 9,339 shares; 2026Q2: 8,513 shares 8,513 $5.45M 0.18% -826 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,849 shares; 2024Q4: 217,867 shares; 2025Q1: 223,252 shares; 2025Q2: 178,807 shares; 2025Q3: 177,616 shares; 2025Q4: 146,415 shares; 2026Q1: 149,511 shares; 2026Q2: 147,346 shares 147,346 $5.38M 0.18% -2,165 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,841 shares; 2024Q4: 21,187 shares; 2025Q1: 17,155 shares; 2025Q2: 18,273 shares; 2025Q3: 17,688 shares; 2025Q4: 17,731 shares; 2026Q1: 17,508 shares; 2026Q2: 17,403 shares 17,403 $5.04M 0.17% -105 Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 133,557 shares 133,557 $4.88M 0.16% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,943 shares; 2024Q4: 12,308 shares; 2025Q1: 12,169 shares; 2025Q2: 83,655 shares; 2025Q3: 87,607 shares; 2025Q4: 121,597 shares; 2026Q1: 125,306 shares; 2026Q2: 123,612 shares 123,612 $4.85M 0.16% -1,694 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,767 shares; 2024Q4: 17,550 shares; 2025Q1: 91,397 shares; 2025Q2: 3,377,749 shares; 2025Q3: 20,510 shares; 2025Q4: 94,475 shares; 2026Q1: 3,392,517 shares; 2026Q2: 100,158 shares 100,158 $4.62M 0.15% -3,292,359 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,071 shares; 2024Q4: 19,868 shares; 2025Q1: 15,154 shares; 2025Q2: 17,245 shares; 2025Q3: 20,037 shares; 2025Q4: 39,405 shares; 2026Q1: 40,737 shares; 2026Q2: 43,620 shares 43,620 $4.39M 0.14% +2,883 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201,940 shares; 2025Q2: 3,675,202 shares; 2025Q3: 55,973 shares; 2025Q4: 215,131 shares; 2026Q1: 3,923,229 shares; 2026Q2: 229,813 shares 229,813 $4.11M 0.14% -3,693,416 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,258 shares; 2024Q4: 31,211 shares; 2025Q1: 28,591 shares; 2025Q2: 28,821 shares; 2025Q3: 19,161 shares; 2025Q4: 19,828 shares; 2026Q1: 19,345 shares; 2026Q2: 19,303 shares 19,303 $3.86M 0.13% -42 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176,577 shares; 2025Q3: 53,370 shares; 2025Q4: 57,711 shares; 2026Q1: 63,817 shares; 2026Q2: 78,985 shares 78,985 $3.81M 0.13% +15,168 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,282 shares; 2024Q4: 2,509 shares; 2025Q1: 2,722 shares; 2025Q2: 3,021 shares; 2025Q3: 3,101 shares; 2025Q4: 3,304 shares; 2026Q1: 3,295 shares; 2026Q2: 3,290 shares 3,290 $3.8M 0.12% -5 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,428 shares; 2024Q4: 9,272 shares; 2025Q1: 9,181 shares; 2025Q2: 64,049 shares; 2025Q3: 64,080 shares; 2025Q4: 58,705 shares; 2026Q1: 60,395 shares; 2026Q2: 59,854 shares 59,854 $3.66M 0.12% -541 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,248 shares; 2025Q2: 3,304,750 shares; 2025Q3: not reported; 2025Q4: 62,073 shares; 2026Q1: 3,223,125 shares; 2026Q2: 59,807 shares 59,807 $3.57M 0.12% -3,163,318 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,696 shares; 2025Q2: 2,017,693 shares; 2025Q3: 52,427 shares; 2025Q4: 57,123 shares; 2026Q1: 2,031,399 shares; 2026Q2: 76,650 shares 76,650 $3.49M 0.11% -1,954,749 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,669 shares; 2025Q1: 3,686 shares; 2025Q2: 3,093,960 shares; 2025Q3: 172,007 shares; 2025Q4: 44,657 shares; 2026Q1: 3,933 shares; 2026Q2: 46,672 shares 46,672 $3.43M 0.11% +42,739 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,102 shares; 2024Q4: 28,549 shares; 2025Q1: 31,625 shares; 2025Q2: 25,409 shares; 2025Q3: 25,949 shares; 2025Q4: 40,948 shares; 2026Q1: 40,151 shares; 2026Q2: 40,232 shares 40,232 $3.3M 0.11% +81 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,115 shares; 2025Q2: 2,657,493 shares; 2025Q3: not reported; 2025Q4: 29,801 shares; 2026Q1: 2,956,989 shares; 2026Q2: 32,417 shares 32,417 $3.12M 0.1% -2,924,572 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,593 shares; 2025Q2: 2,689,700 shares; 2025Q3: not reported; 2025Q4: 30,386 shares; 2026Q1: 2,937,572 shares; 2026Q2: 32,368 shares 32,368 $3.12M 0.1% -2,905,204 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,209 shares; 2024Q4: 3,986 shares; 2025Q1: 18,830 shares; 2025Q2: 2,481,960 shares; 2025Q3: 5,606 shares; 2025Q4: 16,377 shares; 2026Q1: 2,599,861 shares; 2026Q2: 14,048 shares 14,048 $3.08M 0.1% -2,585,813 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,537 shares 15,537 $2.98M 0.1% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,375 shares; 2026Q1: 22,318 shares; 2026Q2: 21,695 shares 21,695 $2.89M 0.1% -623 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,287 shares; 2024Q4: 24,345 shares; 2025Q1: 25,345 shares; 2025Q2: 25,190 shares; 2025Q3: 20,365 shares; 2025Q4: 20,856 shares; 2026Q1: 20,490 shares; 2026Q2: 19,767 shares 19,767 $2.7M 0.09% -723 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,985 shares; 2024Q4: 14,519 shares; 2025Q1: 15,996 shares; 2025Q2: 17,023 shares; 2025Q3: 17,550 shares; 2025Q4: 16,604 shares; 2026Q1: 16,676 shares; 2026Q2: 16,578 shares 16,578 $2.68M 0.09% -98 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,084 shares; 2024Q4: 21,119 shares; 2025Q1: 21,223 shares; 2025Q2: 20,868 shares; 2025Q3: 3,831 shares; 2025Q4: 8,830 shares; 2026Q1: 11,553 shares; 2026Q2: 12,197 shares 12,197 $2.32M 0.08% +644 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,314 shares; 2024Q4: 9,010 shares; 2025Q1: 8,330 shares; 2025Q2: 8,380 shares; 2025Q3: 6,565 shares; 2025Q4: 6,792 shares; 2026Q1: 6,722 shares; 2026Q2: 6,712 shares 6,712 $2.2M 0.07% -10 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,090 shares; 2024Q4: 4,738 shares; 2025Q1: 19,206 shares; 2025Q2: 1,412,774 shares; 2025Q3: 19,227 shares; 2025Q4: 19,029 shares; 2026Q1: 1,386,722 shares; 2026Q2: 22,126 shares 22,126 $2.19M 0.07% -1,364,596 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,318 shares; 2024Q4: 2,750 shares; 2025Q1: 2,796 shares; 2025Q2: 3,013 shares; 2025Q3: 3,063 shares; 2025Q4: 3,535 shares; 2026Q1: 4,280 shares; 2026Q2: 4,216 shares 4,216 $2.11M 0.07% -64 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,070 shares; 2024Q4: 21,043 shares; 2025Q1: 16,552 shares; 2025Q2: 17,052 shares; 2025Q3: 9,431 shares; 2025Q4: 9,488 shares; 2026Q1: 9,226 shares; 2026Q2: 8,776 shares 8,776 $2.09M 0.07% -450 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,471 shares; 2025Q1: 2,639 shares; 2025Q2: 2,482 shares; 2025Q3: 2,489 shares; 2025Q4: 2,624 shares; 2026Q1: 2,620 shares; 2026Q2: 2,885 shares 2,885 $1.98M 0.07% +265 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482,773 shares; 2024Q4: 507,517 shares; 2025Q1: 528,966 shares; 2025Q2: 74,993 shares; 2025Q3: 71,878 shares; 2025Q4: 72,213 shares; 2026Q1: 72,092 shares; 2026Q2: 69,777 shares 69,777 $1.95M 0.06% -2,315 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,723 shares; 2024Q4: 7,928 shares; 2025Q1: 6,168 shares; 2025Q2: 5,912 shares; 2025Q3: 4,666 shares; 2025Q4: 4,777 shares; 2026Q1: 5,032 shares; 2026Q2: 5,170 shares 5,170 $1.93M 0.06% +138 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,899 shares; 2025Q2: 1,554,040 shares; 2025Q3: not reported; 2025Q4: 18,302 shares; 2026Q1: 1,730,637 shares; 2026Q2: 18,073 shares 18,073 $1.85M 0.06% -1,712,564 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,297 shares; 2024Q4: 38,631 shares; 2025Q1: 45,844 shares; 2025Q2: 49,966 shares; 2025Q3: 47,790 shares; 2025Q4: 46,800 shares; 2026Q1: 50,526 shares; 2026Q2: 50,526 shares 50,526 $1.73M 0.06% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,606 shares; 2024Q4: 6,889 shares; 2025Q1: 6,460 shares; 2025Q2: 6,584 shares; 2025Q3: 4,057 shares; 2025Q4: 4,049 shares; 2026Q1: 4,078 shares; 2026Q2: 3,813 shares 3,813 $1.6M 0.05% -265 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,766 shares; 2024Q4: 6,835 shares; 2025Q1: 7,165 shares; 2025Q2: 8,912 shares; 2025Q3: 8,985 shares; 2025Q4: 9,617 shares; 2026Q1: 6,410 shares; 2026Q2: 6,268 shares 6,268 $1.59M 0.05% -142 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,883 shares; 2025Q3: 7,097 shares; 2025Q4: 10,157 shares; 2026Q1: 11,798 shares; 2026Q2: 13,061 shares 13,061 $1.54M 0.05% +1,263 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,707 shares; 2024Q4: 5,653 shares; 2025Q1: 5,767 shares; 2025Q2: 6,044 shares; 2025Q3: 5,904 shares; 2025Q4: 5,889 shares; 2026Q1: 5,925 shares; 2026Q2: 5,865 shares 5,865 $1.49M 0.05% -60 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,300 shares; 2024Q4: 80,390 shares; 2025Q1: 78,173 shares; 2025Q2: 39,716 shares; 2025Q3: 39,654 shares; 2025Q4: 39,834 shares; 2026Q1: 41,085 shares; 2026Q2: 42,434 shares 42,434 $1.49M 0.05% +1,349 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,138 shares; 2024Q4: 13,138 shares; 2025Q1: 13,138 shares; 2025Q2: 13,405 shares; 2025Q3: 13,405 shares; 2025Q4: 13,405 shares; 2026Q1: 13,958 shares; 2026Q2: 35,913 shares 35,913 $1.48M 0.05% +21,955 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,582 shares; 2024Q4: 3,049 shares; 2025Q1: 3,221 shares; 2025Q2: 3,948 shares; 2025Q3: 4,000 shares; 2025Q4: 4,296 shares; 2026Q1: 3,906 shares; 2026Q2: 3,858 shares 3,858 $1.45M 0.05% -48 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,235 shares; 2024Q4: 17,302 shares; 2025Q1: 17,064 shares; 2025Q2: 17,922 shares; 2025Q3: 17,938 shares; 2025Q4: 17,945 shares; 2026Q1: 17,952 shares; 2026Q2: 17,952 shares 17,952 $1.44M 0.05% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,103 shares; 2025Q1: 27,769 shares; 2025Q2: 26,635 shares; 2025Q3: 28,841 shares; 2025Q4: 31,626 shares; 2026Q1: 32,680 shares; 2026Q2: 37,702 shares 37,702 $1.39M 0.05% +5,022 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,432 shares; 2024Q4: 37,925 shares; 2025Q1: 36,267 shares; 2025Q2: 35,411 shares; 2025Q3: 25,973 shares; 2025Q4: 26,813 shares; 2026Q1: 28,104 shares; 2026Q2: 32,822 shares 32,822 $1.39M 0.05% +4,718 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,015 shares; 2025Q2: 1,227,033 shares; 2025Q3: not reported; 2025Q4: 55,673 shares; 2026Q1: 1,309,580 shares; 2026Q2: 62,316 shares 62,316 $1.39M 0.05% -1,247,264 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,436 shares; 2024Q4: 4,841 shares; 2025Q1: 5,046 shares; 2025Q2: 5,251 shares; 2025Q3: 5,320 shares; 2025Q4: 5,504 shares; 2026Q1: 5,560 shares; 2026Q2: 5,508 shares 5,508 $1.39M 0.05% -52 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,742 shares; 2025Q3: 8,778 shares; 2025Q4: 12,111 shares; 2026Q1: 14,352 shares; 2026Q2: 15,623 shares 15,623 $1.37M 0.05% +1,271 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,411 shares; 2024Q4: 6,254 shares; 2025Q1: 6,753 shares; 2025Q2: 8,390 shares; 2025Q3: 19,236 shares; 2025Q4: 20,734 shares; 2026Q1: 19,335 shares; 2026Q2: 18,900 shares 18,900 $1.36M 0.04% -435 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,791 shares; 2024Q4: 6,791 shares; 2025Q1: 6,725 shares; 2025Q2: 8,076 shares; 2025Q3: 8,076 shares; 2025Q4: 8,076 shares; 2026Q1: 8,076 shares; 2026Q2: 31,364 shares 31,364 $1.35M 0.04% +23,288 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,372 shares; 2024Q4: 10,398 shares; 2025Q1: 10,604 shares; 2025Q2: 10,617 shares; 2025Q3: 8,573 shares; 2025Q4: 8,715 shares; 2026Q1: 8,796 shares; 2026Q2: 9,050 shares 9,050 $1.33M 0.04% +254 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,311 shares; 2024Q4: 9,770 shares; 2025Q1: 5,385 shares; 2025Q2: 5,292 shares; 2025Q3: 7,666 shares; 2025Q4: 6,790 shares; 2026Q1: 4,640 shares; 2026Q2: 5,903 shares 5,903 $1.31M 0.04% +1,263 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,942 shares; 2024Q4: 10,685 shares; 2025Q1: 10,253 shares; 2025Q2: 10,632 shares; 2025Q3: 8,130 shares; 2025Q4: 8,375 shares; 2026Q1: 7,986 shares; 2026Q2: 7,858 shares 7,858 $1.3M 0.04% -128 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,758 shares; 2024Q4: 25,742 shares; 2025Q1: not reported; 2025Q2: 9,225 shares; 2025Q3: 8,913 shares; 2025Q4: 9,398 shares; 2026Q1: 9,258 shares; 2026Q2: 9,191 shares 9,191 $1.28M 0.04% -67 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,552 shares; 2024Q4: 9,334 shares; 2025Q1: 9,500 shares; 2025Q2: 10,051 shares; 2025Q3: 10,011 shares; 2025Q4: 10,534 shares; 2026Q1: 10,656 shares; 2026Q2: 10,728 shares 10,728 $1.26M 0.04% +72 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,691 shares; 2024Q4: 7,877 shares; 2025Q1: 9,941 shares; 2025Q2: 9,747 shares; 2025Q3: 9,276 shares; 2025Q4: 9,460 shares; 2026Q1: 9,842 shares; 2026Q2: 9,144 shares 9,144 $1.26M 0.04% -698 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,355 shares; 2025Q4: 16,004 shares; 2026Q1: 8,921 shares; 2026Q2: 8,779 shares 8,779 $1.25M 0.04% -142 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,599 shares; 2024Q4: 17,669 shares; 2025Q1: 19,606 shares; 2025Q2: 23,873 shares; 2025Q3: 24,045 shares; 2025Q4: 25,296 shares; 2026Q1: 23,768 shares; 2026Q2: 23,153 shares 23,153 $1.25M 0.04% -615 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,439 shares; 2025Q3: 2,380 shares; 2025Q4: 3,307 shares; 2026Q1: 3,797 shares; 2026Q2: 4,081 shares 4,081 $1.24M 0.04% +284 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,154 shares; 2024Q4: 21,996 shares; 2025Q1: 22,324 shares; 2025Q2: 20,166 shares; 2025Q3: 15,577 shares; 2025Q4: 16,231 shares; 2026Q1: 15,380 shares; 2026Q2: 15,091 shares 15,091 $1.23M 0.04% -289 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,401 shares; 2024Q4: 3,782 shares; 2025Q1: 3,818 shares; 2025Q2: 4,133 shares; 2025Q3: 4,215 shares; 2025Q4: 4,387 shares; 2026Q1: 4,445 shares; 2026Q2: 4,329 shares 4,329 $1.22M 0.04% -116 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,794 shares; 2025Q3: 7,405 shares; 2025Q4: 10,715 shares; 2026Q1: 12,212 shares; 2026Q2: 13,239 shares 13,239 $1.19M 0.04% +1,027 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,949 shares; 2024Q4: 9,622 shares; 2025Q1: 9,542 shares; 2025Q2: 9,961 shares; 2025Q3: 9,927 shares; 2025Q4: 10,099 shares; 2026Q1: 10,168 shares; 2026Q2: 10,099 shares 10,099 $1.14M 0.04% -69 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,395 shares; 2024Q4: 11,480 shares; 2025Q1: 13,340 shares; 2025Q2: 15,917 shares; 2025Q3: 19,802 shares; 2025Q4: 20,287 shares; 2026Q1: 17,265 shares; 2026Q2: 16,335 shares 16,335 $1.11M 0.04% -930 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,557 shares; 2024Q4: 5,012 shares; 2025Q1: 3,370 shares; 2025Q2: 3,526 shares; 2025Q3: 3,606 shares; 2025Q4: 3,838 shares; 2026Q1: 3,873 shares; 2026Q2: 3,722 shares 3,722 $1.11M 0.04% -151 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,934 shares; 2025Q3: 40,310 shares; 2025Q4: 43,974 shares; 2026Q1: 39,552 shares; 2026Q2: 38,910 shares 38,910 $1.1M 0.04% -642 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,645 shares; 2025Q3: 7,047 shares; 2025Q4: 10,008 shares; 2026Q1: 11,277 shares; 2026Q2: 12,222 shares 12,222 $1.09M 0.04% +945 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,747 shares; 2024Q4: 2,106 shares; 2025Q1: 2,126 shares; 2025Q2: 2,280 shares; 2025Q3: 2,331 shares; 2025Q4: 2,460 shares; 2026Q1: 2,485 shares; 2026Q2: 2,890 shares 2,890 $1.08M 0.04% +405 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,097 shares; 2025Q2: 988,203 shares; 2025Q3: not reported; 2025Q4: 2,606 shares; 2026Q1: 965,992 shares; 2026Q2: 2,517 shares 2,517 $1.07M 0.04% -963,475 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,912 shares; 2024Q4: 2,692 shares; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 1,838 shares; 2025Q4: 1,890 shares; 2026Q1: 1,936 shares; 2026Q2: 1,845 shares 1,845 $1.07M 0.04% -91 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,840 shares; 2024Q4: 4,446 shares; 2025Q1: 5,119 shares; 2025Q2: 4,943 shares; 2025Q3: 3,219 shares; 2025Q4: 3,066 shares; 2026Q1: 3,021 shares; 2026Q2: 2,978 shares 2,978 $1.06M 0.04% -43 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,527 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,732 shares 18,732 $1.05M 0.03% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,902 shares; 2024Q4: 5,769 shares; 2025Q1: 6,123 shares; 2025Q2: 7,522 shares; 2025Q3: 7,615 shares; 2025Q4: 8,187 shares; 2026Q1: 7,433 shares; 2026Q2: 7,310 shares 7,310 $1.04M 0.03% -123 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,882 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,251 shares 17,251 $1.03M 0.03% new Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,877 shares; 2024Q4: 19,905 shares; 2025Q1: 21,194 shares; 2025Q2: 26,019 shares; 2025Q3: 26,279 shares; 2025Q4: 28,420 shares; 2026Q1: 25,695 shares; 2026Q2: 25,106 shares 25,106 $1.03M 0.03% -589 Timeline TRS TRIMAS CORP More: the full row for TRIMAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,557 shares; 2025Q3: 22,172 shares; 2025Q4: 24,059 shares; 2026Q1: 21,905 shares; 2026Q2: 21,551 shares 21,551 $970K 0.03% -354 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,744 shares; 2025Q2: 15,835 shares; 2025Q3: 16,034 shares; 2025Q4: 17,220 shares; 2026Q1: 15,806 shares; 2026Q2: 15,417 shares 15,417 $967K 0.03% -389 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,791 shares; 2025Q4: 12,973 shares; 2026Q1: 11,577 shares; 2026Q2: 11,322 shares 11,322 $965K 0.03% -255 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,370 shares; 2024Q4: 3,983 shares; 2025Q1: 4,238 shares; 2025Q2: 5,206 shares; 2025Q3: 5,256 shares; 2025Q4: 5,696 shares; 2026Q1: 5,131 shares; 2026Q2: 5,065 shares 5,065 $927K 0.03% -66 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,758 shares; 2025Q1: 3,777 shares; 2025Q2: 3,801 shares; 2025Q3: 4,887 shares; 2025Q4: 4,973 shares; 2026Q1: 4,744 shares; 2026Q2: 5,465 shares 5,465 $898K 0.03% +721 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,432 shares; 2025Q2: 12,475 shares; 2025Q3: 12,036 shares; 2025Q4: not reported; 2026Q1: 15,913 shares; 2026Q2: 14,621 shares 14,621 $892K 0.03% -1,292 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,241 shares; 2024Q4: 2,625 shares; 2025Q1: 2,799 shares; 2025Q2: 3,420 shares; 2025Q3: 3,436 shares; 2025Q4: 3,701 shares; 2026Q1: 3,386 shares; 2026Q2: 3,355 shares 3,355 $887K 0.03% -31 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,907 shares; 2024Q4: 9,365 shares; 2025Q1: 9,478 shares; 2025Q2: 8,813 shares; 2025Q3: 6,297 shares; 2025Q4: 6,540 shares; 2026Q1: 3,981 shares; 2026Q2: 3,881 shares 3,881 $881K 0.03% -100 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,837 shares 18,837 $880K 0.03% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,167 shares; 2024Q4: 47,191 shares; 2025Q1: 50,607 shares; 2025Q2: 61,584 shares; 2025Q3: 62,732 shares; 2025Q4: 67,617 shares; 2026Q1: 61,092 shares; 2026Q2: 60,084 shares 60,084 $880K 0.03% -1,008 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,547 shares; 2024Q4: 121,090 shares; 2025Q1: 125,060 shares; 2025Q2: 14,912 shares; 2025Q3: 14,835 shares; 2025Q4: 14,903 shares; 2026Q1: 15,022 shares; 2026Q2: 14,469 shares 14,469 $872K 0.03% -553 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,727 shares; 2026Q2: 4,608 shares 4,608 $862K 0.03% -119 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,900 shares; 2024Q4: 119,575 shares; 2025Q1: 8,044 shares; 2025Q2: 12,449 shares; 2025Q3: 12,126 shares; 2025Q4: not reported; 2026Q1: 16,523 shares; 2026Q2: 15,405 shares 15,405 $849K 0.03% -1,118 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,770 shares; 2024Q4: 2,933 shares; 2025Q1: 3,928 shares; 2025Q2: 4,768 shares; 2025Q3: 4,011 shares; 2025Q4: 5,010 shares; 2026Q1: 4,594 shares; 2026Q2: 3,728 shares 3,728 $847K 0.03% -866 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,660 shares; 2024Q4: 29,943 shares; 2025Q1: 33,176 shares; 2025Q2: 29,889 shares; 2025Q3: 19,653 shares; 2025Q4: 21,295 shares; 2026Q1: 20,663 shares; 2026Q2: 22,876 shares 22,876 $827K 0.03% +2,213 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 2,681 shares; 2025Q1: 2,177 shares; 2025Q2: 2,115 shares; 2025Q3: 1,405 shares; 2025Q4: 1,506 shares; 2026Q1: 1,516 shares; 2026Q2: 1,441 shares 1,441 $812K 0.03% -75 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,832 shares; 2024Q4: 6,837 shares; 2025Q1: 7,185 shares; 2025Q2: 8,641 shares; 2025Q3: 8,164 shares; 2025Q4: 8,776 shares; 2026Q1: 7,958 shares; 2026Q2: 7,813 shares 7,813 $800K 0.03% -145 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,731 shares; 2024Q4: 3,182 shares; 2025Q1: 3,253 shares; 2025Q2: 3,477 shares; 2025Q3: 3,588 shares; 2025Q4: 3,806 shares; 2026Q1: 3,888 shares; 2026Q2: 3,825 shares 3,825 $800K 0.03% -63 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,035 shares; 2024Q4: 38,125 shares; 2025Q1: 40,241 shares; 2025Q2: 49,223 shares; 2025Q3: 44,957 shares; 2025Q4: 53,792 shares; 2026Q1: 48,995 shares; 2026Q2: 47,801 shares 47,801 $798K 0.03% -1,194 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,375 shares; 2024Q4: 6,375 shares; 2025Q1: 6,576 shares; 2025Q2: 8,041 shares; 2025Q3: 4,520 shares; 2025Q4: 4,279 shares; 2026Q1: 3,423 shares; 2026Q2: 6,012 shares 6,012 $785K 0.03% +2,589 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,724 shares; 2024Q4: 5,575 shares; 2025Q1: 5,889 shares; 2025Q2: 7,259 shares; 2025Q3: 7,343 shares; 2025Q4: 7,702 shares; 2026Q1: 7,189 shares; 2026Q2: 6,993 shares 6,993 $777K 0.03% -196 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,688 shares; 2025Q1: 21,445 shares; 2025Q2: 21,627 shares; 2025Q3: 21,777 shares; 2025Q4: 26,052 shares; 2026Q1: 25,162 shares; 2026Q2: 28,050 shares 28,050 $777K 0.03% +2,888 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,306 shares; 2025Q3: 15,786 shares; 2025Q4: 17,185 shares; 2026Q1: 15,571 shares; 2026Q2: 15,283 shares 15,283 $762K 0.03% -288 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,387 shares; 2024Q4: 11,733 shares; 2025Q1: 11,694 shares; 2025Q2: 11,985 shares; 2025Q3: 12,264 shares; 2025Q4: 12,847 shares; 2026Q1: 12,990 shares; 2026Q2: 13,317 shares 13,317 $759K 0.02% +327 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,839 shares; 2024Q4: 10,339 shares; 2025Q1: 10,719 shares; 2025Q2: 11,848 shares; 2025Q3: 7,783 shares; 2025Q4: 7,357 shares; 2026Q1: 5,956 shares; 2026Q2: 5,849 shares 5,849 $752K 0.02% -107 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,507 shares; 2024Q4: 67,069 shares; 2025Q1: 67,964 shares; 2025Q2: 34,603 shares; 2025Q3: 31,279 shares; 2025Q4: 32,264 shares; 2026Q1: 33,603 shares; 2026Q2: 36,061 shares 36,061 $746K 0.02% +2,458 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,393 shares; 2024Q4: 3,398 shares; 2025Q1: 3,393 shares; 2025Q2: 2,743 shares; 2025Q3: 2,610 shares; 2025Q4: 2,617 shares; 2026Q1: 2,610 shares; 2026Q2: 2,610 shares 2,610 $727K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,445 shares; 2024Q4: 46,349 shares; 2025Q1: 45,213 shares; 2025Q2: 45,063 shares; 2025Q3: 32,888 shares; 2025Q4: 32,610 shares; 2026Q1: 28,913 shares; 2026Q2: 30,148 shares 30,148 $726K 0.02% +1,235 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,702 shares; 2025Q4: 12,808 shares; 2026Q1: 12,783 shares; 2026Q2: 17,595 shares 17,595 $721K 0.02% +4,812 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,208 shares; 2024Q4: 8,496 shares; 2025Q1: 9,028 shares; 2025Q2: 11,054 shares; 2025Q3: 11,081 shares; 2025Q4: 12,073 shares; 2026Q1: 10,923 shares; 2026Q2: 10,734 shares 10,734 $720K 0.02% -189 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,491 shares; 2024Q4: 25,638 shares; 2025Q1: 26,943 shares; 2025Q2: 33,026 shares; 2025Q3: 33,404 shares; 2025Q4: 35,945 shares; 2026Q1: 32,647 shares; 2026Q2: 32,242 shares 32,242 $717K 0.02% -405 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,206 shares; 2024Q4: 10,955 shares; 2025Q1: 11,525 shares; 2025Q2: 14,102 shares; 2025Q3: 14,325 shares; 2025Q4: 15,089 shares; 2026Q1: 13,974 shares; 2026Q2: 13,789 shares 13,789 $711K 0.02% -185 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,324 shares; 2024Q4: 36,473 shares; 2025Q1: 34,985 shares; 2025Q2: 35,296 shares; 2025Q3: 5,084 shares; 2025Q4: 6,031 shares; 2026Q1: 10,042 shares; 2026Q2: 13,202 shares 13,202 $708K 0.02% +3,160 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,303 shares; 2024Q4: 12,183 shares; 2025Q1: 12,965 shares; 2025Q2: 15,825 shares; 2025Q3: 16,105 shares; 2025Q4: 17,338 shares; 2026Q1: 15,654 shares; 2026Q2: 15,410 shares 15,410 $706K 0.02% -244 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,896 shares; 2025Q1: 21,941 shares; 2025Q2: 21,848 shares; 2025Q3: 21,983 shares; 2025Q4: 21,519 shares; 2026Q1: 22,405 shares; 2026Q2: 23,714 shares 23,714 $698K 0.02% +1,309 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,952 shares; 2024Q4: 8,201 shares; 2025Q1: 6,033 shares; 2025Q2: 7,516 shares; 2025Q3: 7,647 shares; 2025Q4: 8,225 shares; 2026Q1: 7,461 shares; 2026Q2: 7,330 shares 7,330 $693K 0.02% -131 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,696 shares; 2025Q4: 6,767 shares; 2026Q1: 7,532 shares; 2026Q2: 8,241 shares 8,241 $680K 0.02% +709 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,546 shares; 2024Q4: 3,025 shares; 2025Q1: 3,182 shares; 2025Q2: 3,905 shares; 2025Q3: 3,957 shares; 2025Q4: 4,249 shares; 2026Q1: 3,852 shares; 2026Q2: 3,812 shares 3,812 $675K 0.02% -40 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,536 shares; 2025Q4: 7,560 shares; 2026Q1: 6,525 shares; 2026Q2: 6,492 shares 6,492 $672K 0.02% -33 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,053 shares; 2024Q4: 3,532 shares; 2025Q1: 3,622 shares; 2025Q2: 3,871 shares; 2025Q3: 3,471 shares; 2025Q4: 3,707 shares; 2026Q1: 3,769 shares; 2026Q2: 3,687 shares 3,687 $667K 0.02% -82 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,409 shares; 2024Q4: 15,409 shares; 2025Q1: 15,409 shares; 2025Q2: 14,670 shares; 2025Q3: 14,670 shares; 2025Q4: 15,165 shares; 2026Q1: 14,670 shares; 2026Q2: 15,950 shares 15,950 $665K 0.02% +1,280 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,465 shares; 2025Q4: 26,310 shares; 2026Q1: 29,716 shares; 2026Q2: 34,453 shares 34,453 $657K 0.02% +4,737 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,940 shares; 2025Q4: 18,797 shares; 2026Q1: 21,282 shares; 2026Q2: 24,697 shares 24,697 $655K 0.02% +3,415 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,720 shares; 2024Q4: 9,654 shares; 2025Q1: 13,488 shares; 2025Q2: 17,103 shares; 2025Q3: 17,103 shares; 2025Q4: 17,103 shares; 2026Q1: 22,228 shares; 2026Q2: 21,643 shares 21,643 $647K 0.02% -585 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,811 shares; 2024Q4: 7,811 shares; 2025Q1: 7,665 shares; 2025Q2: 7,665 shares; 2025Q3: 7,665 shares; 2025Q4: 7,665 shares; 2026Q1: 7,352 shares; 2026Q2: 7,152 shares 7,152 $642K 0.02% -200 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,798 shares; 2024Q4: 3,330 shares; 2025Q1: 3,447 shares; 2025Q2: 3,717 shares; 2025Q3: 3,835 shares; 2025Q4: 4,116 shares; 2026Q1: 4,176 shares; 2026Q2: 4,092 shares 4,092 $624K 0.02% -84 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,225 shares; 2025Q2: 9,225 shares; 2025Q3: 9,225 shares; 2025Q4: 9,225 shares; 2026Q1: 18,925 shares; 2026Q2: 19,905 shares 19,905 $621K 0.02% +980 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,473 shares; 2024Q4: 7,007 shares; 2025Q1: 7,385 shares; 2025Q2: 7,760 shares; 2025Q3: 7,943 shares; 2025Q4: 8,285 shares; 2026Q1: 8,397 shares; 2026Q2: 8,357 shares 8,357 $604K 0.02% -40 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,477 shares; 2024Q4: 24,375 shares; 2025Q1: 25,902 shares; 2025Q2: 31,658 shares; 2025Q3: 32,305 shares; 2025Q4: 34,862 shares; 2026Q1: 31,459 shares; 2026Q2: 30,415 shares 30,415 $593K 0.02% -1,044 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,894 shares; 2025Q4: 12,837 shares; 2026Q1: 21,975 shares; 2026Q2: 21,626 shares 21,626 $592K 0.02% -349 Timeline ANGO ANGIODYNAMICS INC More: the full row for ANGIODYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,832 shares; 2025Q4: 44,899 shares; 2026Q1: 45,832 shares; 2026Q2: 45,248 shares 45,248 $589K 0.02% -584 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,507 shares; 2024Q4: 9,116 shares; 2025Q1: 9,178 shares; 2025Q2: 9,479 shares; 2025Q3: 9,820 shares; 2025Q4: 10,075 shares; 2026Q1: 10,064 shares; 2026Q2: 9,739 shares 9,739 $588K 0.02% -325 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,230 shares; 2024Q4: 13,220 shares; 2025Q1: 13,196 shares; 2025Q2: 12,638 shares; 2025Q3: 7,550 shares; 2025Q4: 7,484 shares; 2026Q1: 6,566 shares; 2026Q2: 7,059 shares 7,059 $583K 0.02% +493 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,423 shares; 2025Q4: 14,272 shares; 2026Q1: 14,671 shares; 2026Q2: 11,055 shares 11,055 $583K 0.02% -3,616 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,692 shares; 2024Q4: 11,352 shares; 2025Q1: 8,692 shares; 2025Q2: 21,643 shares; 2025Q3: 8,692 shares; 2025Q4: 28,559 shares; 2026Q1: 27,089 shares; 2026Q2: 11,028 shares 11,028 $577K 0.02% -16,061 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,661 shares; 2025Q3: 2,716 shares; 2025Q4: 2,908 shares; 2026Q1: 2,954 shares; 2026Q2: 2,872 shares 2,872 $576K 0.02% -82 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587 shares; 2024Q4: 716 shares; 2025Q1: 790 shares; 2025Q2: 792 shares; 2025Q3: 676 shares; 2025Q4: 643 shares; 2026Q1: 539 shares; 2026Q2: 539 shares 539 $574K 0.02% 0 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,883 shares; 2024Q4: 12,733 shares; 2025Q1: 13,063 shares; 2025Q2: 13,063 shares; 2025Q3: 13,062 shares; 2025Q4: 12,977 shares; 2026Q1: 12,899 shares; 2026Q2: 12,823 shares 12,823 $567K 0.02% -76 Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,215 shares; 2024Q4: 16,986 shares; 2025Q1: 18,107 shares; 2025Q2: 21,899 shares; 2025Q3: 22,166 shares; 2025Q4: 23,918 shares; 2026Q1: 21,441 shares; 2026Q2: 20,698 shares 20,698 $563K 0.02% -743 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,819 shares; 2025Q1: 25,234 shares; 2025Q2: 23,480 shares; 2025Q3: 23,523 shares; 2025Q4: 24,017 shares; 2026Q1: 23,493 shares; 2026Q2: 23,649 shares 23,649 $554K 0.02% +156 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,498 shares; 2024Q4: 14,844 shares; 2025Q1: 15,422 shares; 2025Q2: 16,684 shares; 2025Q3: 17,210 shares; 2025Q4: 18,492 shares; 2026Q1: 18,648 shares; 2026Q2: 18,284 shares 18,284 $552K 0.02% -364 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,853 shares; 2024Q4: 6,505 shares; 2025Q1: 6,427 shares; 2025Q2: 6,403 shares; 2025Q3: 1,428 shares; 2025Q4: 1,502 shares; 2026Q1: 1,516 shares; 2026Q2: 1,552 shares 1,552 $549K 0.02% +36 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,538 shares; 2026Q2: 7,176 shares 7,176 $546K 0.02% +3,638 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,931 shares; 2024Q4: 5,821 shares; 2025Q1: 6,168 shares; 2025Q2: 7,558 shares; 2025Q3: 7,662 shares; 2025Q4: 8,268 shares; 2026Q1: 7,530 shares; 2026Q2: 7,431 shares 7,431 $542K 0.02% -99 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,178 shares; 2025Q1: 8,178 shares; 2025Q2: 8,178 shares; 2025Q3: 8,178 shares; 2025Q4: 15,855 shares; 2026Q1: 15,855 shares; 2026Q2: 15,855 shares 15,855 $535K 0.02% 0 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,711 shares; 2025Q3: 5,711 shares; 2025Q4: 12,779 shares; 2026Q1: 12,779 shares; 2026Q2: 12,779 shares 12,779 $534K 0.02% 0 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,487 shares; 2024Q4: 19,810 shares; 2025Q1: 21,093 shares; 2025Q2: 40,431 shares; 2025Q3: 41,386 shares; 2025Q4: 45,268 shares; 2026Q1: 41,302 shares; 2026Q2: 39,949 shares 39,949 $533K 0.02% -1,353 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,171 shares; 2024Q4: 1,387 shares; 2025Q1: 1,427 shares; 2025Q2: 1,538 shares; 2025Q3: 1,573 shares; 2025Q4: 1,701 shares; 2026Q1: 1,723 shares; 2026Q2: 1,829 shares 1,829 $529K 0.02% +106 Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,064 shares; 2024Q4: 9,397 shares; 2025Q1: 10,105 shares; 2025Q2: 12,371 shares; 2025Q3: 10,538 shares; 2025Q4: 13,332 shares; 2026Q1: 12,257 shares; 2026Q2: 12,138 shares 12,138 $529K 0.02% -119 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,257 shares; 2024Q4: 23,257 shares; 2025Q1: 24,257 shares; 2025Q2: 9,133 shares; 2025Q3: 9,133 shares; 2025Q4: 9,133 shares; 2026Q1: 15,310 shares; 2026Q2: 15,310 shares 15,310 $523K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,571 shares; 2024Q4: 1,523 shares; 2025Q1: 1,567 shares; 2025Q2: 1,522 shares; 2025Q3: 1,423 shares; 2025Q4: 1,388 shares; 2026Q1: 1,285 shares; 2026Q2: 1,323 shares 1,323 $521K 0.02% +38 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,537 shares; 2026Q2: 14,220 shares 14,220 $520K 0.02% +6,683 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,490 shares; 2024Q4: 5,346 shares; 2025Q1: 5,651 shares; 2025Q2: 6,895 shares; 2025Q3: 7,010 shares; 2025Q4: 7,542 shares; 2026Q1: 6,833 shares; 2026Q2: 6,725 shares 6,725 $518K 0.02% -108 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,752 shares; 2025Q4: 9,077 shares; 2026Q1: 10,263 shares; 2026Q2: 11,914 shares 11,914 $518K 0.02% +1,651 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,469 shares; 2024Q4: 1,718 shares; 2025Q1: 1,778 shares; 2025Q2: 1,937 shares; 2025Q3: 1,989 shares; 2025Q4: 2,136 shares; 2026Q1: 2,174 shares; 2026Q2: 2,136 shares 2,136 $517K 0.02% -38 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,561 shares; 2024Q4: 4,165 shares; 2025Q1: 4,294 shares; 2025Q2: 4,580 shares; 2025Q3: 4,554 shares; 2025Q4: 4,840 shares; 2026Q1: 4,872 shares; 2026Q2: 4,771 shares 4,771 $515K 0.02% -101 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,586 shares; 2024Q4: 3,121 shares; 2025Q1: 3,211 shares; 2025Q2: 3,443 shares; 2025Q3: 3,350 shares; 2025Q4: 3,586 shares; 2026Q1: 3,660 shares; 2026Q2: 3,570 shares 3,570 $511K 0.02% -90 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 2,296 shares; 2025Q1: 2,515 shares; 2025Q2: 4,751 shares; 2025Q3: 4,385 shares; 2025Q4: 3,861 shares; 2026Q1: 3,922 shares; 2026Q2: 3,751 shares 3,751 $508K 0.02% -171 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,277 shares; 2025Q2: 7,568 shares; 2025Q3: 7,568 shares; 2025Q4: 7,568 shares; 2026Q1: 11,164 shares; 2026Q2: 11,164 shares 11,164 $503K 0.02% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,966 shares; 2024Q4: 2,082 shares; 2025Q1: 4,947 shares; 2025Q2: 6,077 shares; 2025Q3: 6,044 shares; 2025Q4: 6,625 shares; 2026Q1: 6,041 shares; 2026Q2: 5,987 shares 5,987 $502K 0.02% -54 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,759 shares; 2024Q4: 4,391 shares; 2025Q1: 4,728 shares; 2025Q2: 5,775 shares; 2025Q3: 5,870 shares; 2025Q4: 6,322 shares; 2026Q1: 5,744 shares; 2026Q2: 5,654 shares 5,654 $501K 0.02% -90 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,233 shares; 2024Q4: 8,218 shares; 2025Q1: 7,572 shares; 2025Q2: 7,617 shares; 2025Q3: not reported; 2025Q4: 1,602 shares; 2026Q1: 2,386 shares; 2026Q2: 3,091 shares 3,091 $490K 0.02% +705 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 564 shares; 2024Q4: 942 shares; 2025Q1: 916 shares; 2025Q2: 947 shares; 2025Q3: 617 shares; 2025Q4: 625 shares; 2026Q1: 647 shares; 2026Q2: 660 shares 660 $486K 0.02% +13 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,158 shares 4,158 $480K 0.02% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,444 shares; 2025Q2: 469,255 shares; 2025Q3: 4,345 shares; 2025Q4: 4,345 shares; 2026Q1: 479,208 shares; 2026Q2: 4,346 shares 4,346 $480K 0.02% -474,862 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,140 shares; 2024Q4: 5,735 shares; 2025Q1: 5,918 shares; 2025Q2: 5,796 shares; 2025Q3: 3,503 shares; 2025Q4: 3,478 shares; 2026Q1: 3,216 shares; 2026Q2: 3,523 shares 3,523 $477K 0.02% +307 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,765 shares; 2024Q4: 6,137 shares; 2025Q1: 6,095 shares; 2025Q2: 6,205 shares; 2025Q3: not reported; 2025Q4: 1,892 shares; 2026Q1: 3,011 shares; 2026Q2: 4,060 shares 4,060 $476K 0.02% +1,049 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,961 shares; 2024Q4: 5,702 shares; 2025Q1: 4,006 shares; 2025Q2: 4,272 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,830 shares; 2026Q2: 3,798 shares 3,798 $473K 0.02% -32 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,675 shares; 2024Q4: 15,972 shares; 2025Q1: 16,587 shares; 2025Q2: 15,731 shares; 2025Q3: 8,574 shares; 2025Q4: 8,049 shares; 2026Q1: 7,336 shares; 2026Q2: 8,223 shares 8,223 $463K 0.02% +887 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,950 shares; 2024Q4: 6,956 shares; 2025Q1: 7,149 shares; 2025Q2: 7,837 shares; 2025Q3: 5,564 shares; 2025Q4: 5,258 shares; 2026Q1: 4,033 shares; 2026Q2: 4,265 shares 4,265 $459K 0.02% +232 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,909 shares; 2026Q2: 2,212 shares 2,212 $456K 0.01% +303 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,059 shares; 2024Q4: 17,386 shares; 2025Q1: 17,911 shares; 2025Q2: 17,836 shares; 2025Q3: 8,730 shares; 2025Q4: 8,735 shares; 2026Q1: 6,448 shares; 2026Q2: 6,498 shares 6,498 $455K 0.01% +50 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,785 shares; 2024Q4: 4,405 shares; 2025Q1: 4,651 shares; 2025Q2: 5,057 shares; 2025Q3: 5,205 shares; 2025Q4: 5,593 shares; 2026Q1: 5,673 shares; 2026Q2: 5,563 shares 5,563 $453K 0.01% -110 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,488 shares; 2024Q4: 7,049 shares; 2025Q1: 7,333 shares; 2025Q2: 6,785 shares; 2025Q3: 3,891 shares; 2025Q4: 3,729 shares; 2026Q1: 3,580 shares; 2026Q2: 3,994 shares 3,994 $449K 0.01% +414 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,783 shares; 2026Q2: 4,990 shares 4,990 $448K 0.01% +207 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,338 shares; 2025Q1: not reported; 2025Q2: 20,234 shares; 2025Q3: 17,245 shares; 2025Q4: 18,575 shares; 2026Q1: 18,575 shares; 2026Q2: 17,051 shares 17,051 $448K 0.01% -1,524 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 1,970 shares; 2025Q1: 2,051 shares; 2025Q2: 2,153 shares; 2025Q3: 2,181 shares; 2025Q4: 2,253 shares; 2026Q1: 2,272 shares; 2026Q2: 2,127 shares 2,127 $448K 0.01% -145 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,202 shares; 2024Q4: 4,509 shares; 2025Q1: 4,630 shares; 2025Q2: 4,461 shares; 2025Q3: 2,331 shares; 2025Q4: 2,337 shares; 2026Q1: 2,051 shares; 2026Q2: 2,003 shares 2,003 $448K 0.01% -48 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,895 shares; 2024Q4: 5,484 shares; 2025Q1: 6,154 shares; 2025Q2: 7,550 shares; 2025Q3: 7,192 shares; 2025Q4: 8,252 shares; 2026Q1: 7,491 shares; 2026Q2: 7,343 shares 7,343 $446K 0.01% -148 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,899 shares; 2024Q4: 25,071 shares; 2025Q1: 26,011 shares; 2025Q2: 24,573 shares; 2025Q3: 13,134 shares; 2025Q4: 13,180 shares; 2026Q1: 11,025 shares; 2026Q2: 10,959 shares 10,959 $444K 0.01% -66 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,291 shares; 2026Q1: not reported; 2026Q2: 1,827 shares 1,827 $443K 0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627 shares; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 814 shares; 2025Q3: 807 shares; 2025Q4: 740 shares; 2026Q1: 878 shares; 2026Q2: 851 shares 851 $442K 0.01% -27 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,422 shares; 2024Q4: 8,019 shares; 2025Q1: 8,007 shares; 2025Q2: 7,839 shares; 2025Q3: not reported; 2025Q4: 1,304 shares; 2026Q1: 1,899 shares; 2026Q2: 2,371 shares 2,371 $439K 0.01% +472 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,292 shares; 2025Q4: 9,021 shares; 2026Q1: 10,170 shares; 2026Q2: 11,058 shares 11,058 $439K 0.01% +888 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,123 shares; 2025Q1: 2,258 shares; 2025Q2: 2,462 shares; 2025Q3: 2,530 shares; 2025Q4: 2,713 shares; 2026Q1: 2,774 shares; 2026Q2: 2,719 shares 2,719 $437K 0.01% -55 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,506 shares; 2024Q4: 9,606 shares; 2025Q1: 10,686 shares; 2025Q2: 12,865 shares; 2025Q3: 7,340 shares; 2025Q4: 6,962 shares; 2026Q1: 6,084 shares; 2026Q2: 5,840 shares 5,840 $435K 0.01% -244 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,675 shares; 2024Q4: 12,159 shares; 2025Q1: 11,992 shares; 2025Q2: 11,796 shares; 2025Q3: 1,754 shares; 2025Q4: 2,024 shares; 2026Q1: 3,036 shares; 2026Q2: 4,047 shares 4,047 $434K 0.01% +1,011 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,831 shares; 2024Q4: 5,627 shares; 2025Q1: 6,043 shares; 2025Q2: 7,434 shares; 2025Q3: 7,341 shares; 2025Q4: 8,088 shares; 2026Q1: 7,372 shares; 2026Q2: 6,879 shares 6,879 $431K 0.01% -493 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,836 shares; 2024Q4: 26,911 shares; 2025Q1: 27,964 shares; 2025Q2: 31,342 shares; 2025Q3: 16,378 shares; 2025Q4: 16,036 shares; 2026Q1: 12,815 shares; 2026Q2: 13,414 shares 13,414 $430K 0.01% +599 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,711 shares; 2025Q1: 3,485 shares; 2025Q2: 3,396 shares; 2025Q3: 3,553 shares; 2025Q4: 3,599 shares; 2026Q1: 3,010 shares; 2026Q2: 3,889 shares 3,889 $429K 0.01% +879 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,561 shares; 2024Q4: 13,749 shares; 2025Q1: 14,195 shares; 2025Q2: 13,385 shares; 2025Q3: 7,827 shares; 2025Q4: 7,313 shares; 2026Q1: 7,562 shares; 2026Q2: 9,072 shares 9,072 $428K 0.01% +1,510 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,432 shares; 2025Q3: 13,978 shares; 2025Q4: 13,272 shares; 2026Q1: 13,900 shares; 2026Q2: 14,242 shares 14,242 $427K 0.01% +342 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,624 shares; 2025Q4: 5,444 shares; 2026Q1: 4,955 shares; 2026Q2: 5,608 shares 5,608 $425K 0.01% +653 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,873 shares; 2024Q4: 13,006 shares; 2025Q1: 13,403 shares; 2025Q2: 11,044 shares; 2025Q3: 5,978 shares; 2025Q4: 5,932 shares; 2026Q1: 4,818 shares; 2026Q2: 5,095 shares 5,095 $422K 0.01% +277 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,216 shares; 2024Q4: 4,879 shares; 2025Q1: 4,861 shares; 2025Q2: 5,281 shares; 2025Q3: 4,840 shares; 2025Q4: 5,715 shares; 2026Q1: 5,926 shares; 2026Q2: 5,749 shares 5,749 $422K 0.01% -177 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,218 shares; 2026Q2: 8,345 shares 8,345 $420K 0.01% +127 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,159 shares; 2025Q2: 6,506 shares; 2025Q3: 7,334 shares; 2025Q4: 10,495 shares; 2026Q1: 8,576 shares; 2026Q2: 6,907 shares 6,907 $420K 0.01% -1,669 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,105 shares; 2025Q3: 11,624 shares; 2025Q4: 11,678 shares; 2026Q1: 10,294 shares; 2026Q2: 11,017 shares 11,017 $419K 0.01% +723 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,692 shares; 2025Q3: 4,061 shares; 2025Q4: 4,105 shares; 2026Q1: 3,685 shares; 2026Q2: 3,394 shares 3,394 $419K 0.01% -291 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212 shares; 2024Q4: 1,266 shares; 2025Q1: 1,474 shares; 2025Q2: 1,604 shares; 2025Q3: 1,647 shares; 2025Q4: 1,759 shares; 2026Q1: 1,781 shares; 2026Q2: 1,757 shares 1,757 $417K 0.01% -24 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,424 shares; 2024Q4: 12,880 shares; 2025Q1: 11,333 shares; 2025Q2: 17,388 shares; 2025Q3: 14,824 shares; 2025Q4: 13,720 shares; 2026Q1: 11,039 shares; 2026Q2: 5,444 shares 5,444 $417K 0.01% -5,595 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,840 shares; 2025Q3: 5,970 shares; 2025Q4: 6,375 shares; 2026Q1: 6,368 shares; 2026Q2: 6,255 shares 6,255 $415K 0.01% -113 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 842 shares; 2024Q4: 1,007 shares; 2025Q1: 1,010 shares; 2025Q2: 1,096 shares; 2025Q3: 962 shares; 2025Q4: 1,027 shares; 2026Q1: 1,033 shares; 2026Q2: 1,015 shares 1,015 $413K 0.01% -18 Timeline AGIO AGIOS PHARMACEUTICALS INC More: the full row for AGIOS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,322 shares; 2024Q4: 11,110 shares; 2025Q1: 12,830 shares; 2025Q2: 11,473 shares; 2025Q3: 11,260 shares; 2025Q4: 11,245 shares; 2026Q1: 11,077 shares; 2026Q2: 11,095 shares 11,095 $412K 0.01% +18 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,837 shares; 2024Q4: 28,728 shares; 2025Q1: 28,558 shares; 2025Q2: 24,307 shares; 2025Q3: 12,512 shares; 2025Q4: 12,554 shares; 2026Q1: 10,145 shares; 2026Q2: 11,918 shares 11,918 $412K 0.01% +1,773 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,519 shares; 2024Q4: 4,461 shares; 2025Q1: 4,496 shares; 2025Q2: 4,746 shares; 2025Q3: 4,786 shares; 2025Q4: 5,021 shares; 2026Q1: 5,100 shares; 2026Q2: 4,525 shares 4,525 $411K 0.01% -575 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,592 shares; 2024Q4: 9,664 shares; 2025Q1: 9,713 shares; 2025Q2: 9,793 shares; 2025Q3: 9,866 shares; 2025Q4: 9,956 shares; 2026Q1: 9,984 shares; 2026Q2: 10,049 shares 10,049 $409K 0.01% +65 Timeline PRAA PRA GROUP INC More: the full row for PRA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,734 shares; 2025Q4: 28,237 shares; 2026Q1: 21,345 shares; 2026Q2: 21,445 shares 21,445 $407K 0.01% +100 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,119 shares; 2024Q4: 17,524 shares; 2025Q1: 17,984 shares; 2025Q2: 17,474 shares; 2025Q3: 9,281 shares; 2025Q4: 9,060 shares; 2026Q1: 7,546 shares; 2026Q2: 8,090 shares 8,090 $403K 0.01% +544 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,794 shares; 2024Q4: 4,755 shares; 2025Q1: 4,945 shares; 2025Q2: 4,686 shares; 2025Q3: 2,263 shares; 2025Q4: 2,282 shares; 2026Q1: 1,851 shares; 2026Q2: 2,255 shares 2,255 $403K 0.01% +404 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717 shares; 2024Q4: 876 shares; 2025Q1: 873 shares; 2025Q2: 1,366 shares; 2025Q3: 1,455 shares; 2025Q4: 1,362 shares; 2026Q1: 1,018 shares; 2026Q2: 962 shares 962 $400K 0.01% -56 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: 4,168 shares; 2025Q1: 4,389 shares; 2025Q2: 5,179 shares; 2025Q3: 2,741 shares; 2025Q4: 2,580 shares; 2026Q1: 2,581 shares; 2026Q2: 2,929 shares 2,929 $399K 0.01% +348 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 7,383 shares; 2025Q2: 7,383 shares; 2025Q3: 7,383 shares; 2025Q4: 7,383 shares; 2026Q1: 9,030 shares; 2026Q2: 9,030 shares 9,030 $398K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 915 shares 915 $397K 0.01% new Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,219 shares; 2026Q1: 46,305 shares; 2026Q2: 44,427 shares 44,427 $396K 0.01% -1,878 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,548 shares; 2025Q3: 5,633 shares; 2025Q4: 5,385 shares; 2026Q1: 4,533 shares; 2026Q2: 4,545 shares 4,545 $395K 0.01% +12 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 984 shares; 2025Q2: 1,381 shares; 2025Q3: 1,363 shares; 2025Q4: 1,429 shares; 2026Q1: 1,362 shares; 2026Q2: 1,352 shares 1,352 $394K 0.01% -10 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,021 shares; 2024Q4: 7,612 shares; 2025Q1: 8,785 shares; 2025Q2: 10,748 shares; 2025Q3: 9,398 shares; 2025Q4: 11,166 shares; 2026Q1: 10,674 shares; 2026Q2: 10,567 shares 10,567 $391K 0.01% -107 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,957 shares; 2024Q4: 15,740 shares; 2025Q1: 17,756 shares; 2025Q2: 22,893 shares; 2025Q3: 23,052 shares; 2025Q4: 25,089 shares; 2026Q1: 22,812 shares; 2026Q2: 22,693 shares 22,693 $390K 0.01% -119 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,031 shares; 2025Q1: 4,057 shares; 2025Q2: 4,099 shares; 2025Q3: 4,143 shares; 2025Q4: 4,200 shares; 2026Q1: 4,727 shares; 2026Q2: 4,713 shares 4,713 $390K 0.01% -14 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 979 shares; 2024Q4: 1,142 shares; 2025Q1: 1,185 shares; 2025Q2: 1,297 shares; 2025Q3: 1,327 shares; 2025Q4: 1,200 shares; 2026Q1: 1,400 shares; 2026Q2: 1,385 shares 1,385 $382K 0.01% -15 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,372 shares; 2025Q4: 5,258 shares; 2026Q1: 4,591 shares; 2026Q2: 5,236 shares 5,236 $381K 0.01% +645 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 602 shares; 2025Q1: 969 shares; 2025Q2: 869 shares; 2025Q3: 500 shares; 2025Q4: 504 shares; 2026Q1: 549 shares; 2026Q2: 504 shares 504 $381K 0.01% -45 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,621 shares; 2024Q4: 5,973 shares; 2025Q1: 4,856 shares; 2025Q2: 5,116 shares; 2025Q3: 4,415 shares; 2025Q4: 4,496 shares; 2026Q1: 4,585 shares; 2026Q2: 3,927 shares 3,927 $378K 0.01% -658 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,108 shares; 2025Q1: not reported; 2025Q2: 2,760 shares; 2025Q3: 2,361 shares; 2025Q4: 2,971 shares; 2026Q1: 4,889 shares; 2026Q2: 4,372 shares 4,372 $378K 0.01% -517 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,775 shares; 2024Q4: 5,512 shares; 2025Q1: 5,773 shares; 2025Q2: 7,276 shares; 2025Q3: 7,212 shares; 2025Q4: 7,644 shares; 2026Q1: 7,280 shares; 2026Q2: 7,215 shares 7,215 $378K 0.01% -65 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,673 shares; 2024Q4: 13,309 shares; 2025Q1: 13,033 shares; 2025Q2: 12,164 shares; 2025Q3: 6,445 shares; 2025Q4: 6,291 shares; 2026Q1: 5,274 shares; 2026Q2: 4,785 shares 4,785 $371K 0.01% -489 Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,567 shares; 2024Q4: 95,624 shares; 2025Q1: 101,071 shares; 2025Q2: 122,730 shares; 2025Q3: 122,425 shares; 2025Q4: 122,094 shares; 2026Q1: 121,075 shares; 2026Q2: 116,790 shares 116,790 $370K 0.01% -4,285 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,526 shares; 2024Q4: 14,793 shares; 2025Q1: 15,572 shares; 2025Q2: 18,942 shares; 2025Q3: 19,249 shares; 2025Q4: 20,432 shares; 2026Q1: 18,929 shares; 2026Q2: 18,841 shares 18,841 $369K 0.01% -88 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,225 shares; 2025Q2: 303,271 shares; 2025Q3: not reported; 2025Q4: 3,225 shares; 2026Q1: 308,054 shares; 2026Q2: 3,225 shares 3,225 $368K 0.01% -304,829 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,597 shares; 2026Q2: 3,590 shares 3,590 $364K 0.01% -1,007 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,281 shares; 2024Q4: not reported; 2025Q1: 4,319 shares; 2025Q2: 8,645 shares; 2025Q3: 7,456 shares; 2025Q4: 7,466 shares; 2026Q1: 7,505 shares; 2026Q2: 7,546 shares 7,546 $362K 0.01% +41 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,697 shares; 2024Q4: 2,227 shares; 2025Q1: 2,161 shares; 2025Q2: 2,054 shares; 2025Q3: 2,047 shares; 2025Q4: 2,072 shares; 2026Q1: 2,434 shares; 2026Q2: 2,469 shares 2,469 $362K 0.01% +35 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 677 shares; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 475 shares; 2025Q4: 472 shares; 2026Q1: not reported; 2026Q2: 472 shares 472 $360K 0.01% new Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,436 shares; 2025Q3: 8,191 shares; 2025Q4: 9,899 shares; 2026Q1: 10,582 shares; 2026Q2: 5,322 shares 5,322 $360K 0.01% -5,260 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,685 shares; 2025Q4: 7,889 shares; 2026Q1: 13,773 shares; 2026Q2: 12,912 shares 12,912 $356K 0.01% -861 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,310 shares; 2024Q4: 1,536 shares; 2025Q1: 1,611 shares; 2025Q2: 2,049 shares; 2025Q3: 2,054 shares; 2025Q4: 2,198 shares; 2026Q1: 1,943 shares; 2026Q2: 1,738 shares 1,738 $349K 0.01% -205 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,607 shares; 2024Q4: 134,476 shares; 2025Q1: 51,309 shares; 2025Q2: 62,682 shares; 2025Q3: 63,202 shares; 2025Q4: 68,130 shares; 2026Q1: 46,011 shares; 2026Q2: 45,260 shares 45,260 $348K 0.01% -751 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,125 shares; 2024Q4: 14,856 shares; 2025Q1: 16,518 shares; 2025Q2: 20,379 shares; 2025Q3: 20,832 shares; 2025Q4: 22,647 shares; 2026Q1: 34,858 shares; 2026Q2: 37,693 shares 37,693 $346K 0.01% +2,835 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,130 shares; 2024Q4: 2,926 shares; 2025Q1: 2,982 shares; 2025Q2: 3,299 shares; 2025Q3: 3,170 shares; 2025Q4: 3,382 shares; 2026Q1: 3,454 shares; 2026Q2: 3,312 shares 3,312 $344K 0.01% -142 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,486 shares; 2025Q3: 12,301 shares; 2025Q4: 12,630 shares; 2026Q1: 12,943 shares; 2026Q2: 7,836 shares 7,836 $338K 0.01% -5,107 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,574 shares; 2024Q4: 38,737 shares; 2025Q1: 23,021 shares; 2025Q2: 28,332 shares; 2025Q3: 28,720 shares; 2025Q4: 30,884 shares; 2026Q1: 28,362 shares; 2026Q2: 28,359 shares 28,359 $334K 0.01% -3 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,013 shares; 2024Q4: 8,608 shares; 2025Q1: 9,879 shares; 2025Q2: 10,685 shares; 2025Q3: 10,852 shares; 2025Q4: 11,311 shares; 2026Q1: 11,982 shares; 2026Q2: 11,038 shares 11,038 $333K 0.01% -944 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,529 shares; 2024Q4: 2,647 shares; 2025Q1: 2,951 shares; 2025Q2: 3,150 shares; 2025Q3: 3,132 shares; 2025Q4: 3,238 shares; 2026Q1: 3,364 shares; 2026Q2: 2,822 shares 2,822 $333K 0.01% -542 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,506 shares; 2025Q1: 4,759 shares; 2025Q2: 5,792 shares; 2025Q3: 5,899 shares; 2025Q4: 6,295 shares; 2026Q1: 6,348 shares; 2026Q2: 6,269 shares 6,269 $331K 0.01% -79 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,041 shares; 2025Q1: 1,205 shares; 2025Q2: 1,246 shares; 2025Q3: 1,267 shares; 2025Q4: 1,326 shares; 2026Q1: 1,436 shares; 2026Q2: 1,319 shares 1,319 $327K 0.01% -117 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,221 shares; 2026Q2: 12,563 shares 12,563 $323K 0.01% +1,342 Timeline PRAX PRAXIS PRECISION MEDICINES I More: the full row for PRAXIS PRECISION MEDICINES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 990 shares; 2026Q2: 957 shares 957 $320K 0.01% -33 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,217 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,498 shares; 2025Q4: 10,532 shares; 2026Q1: 9,845 shares; 2026Q2: 9,747 shares 9,747 $319K 0.01% -98 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,430 shares; 2024Q4: 2,788 shares; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 3,755 shares; 2025Q4: 4,039 shares; 2026Q1: 3,710 shares; 2026Q2: 3,686 shares 3,686 $318K 0.01% -24 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,385 shares; 2024Q4: 9,991 shares; 2025Q1: 10,107 shares; 2025Q2: 10,738 shares; 2025Q3: 10,667 shares; 2025Q4: 10,895 shares; 2026Q1: 12,057 shares; 2026Q2: 12,757 shares 12,757 $313K 0.01% +700 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174,312 shares; 2025Q4: 198,721 shares; 2026Q1: 150,403 shares; 2026Q2: 147,715 shares 147,715 $312K 0.01% -2,688 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,871 shares; 2024Q4: 13,285 shares; 2025Q1: 15,688 shares; 2025Q2: 19,475 shares; 2025Q3: 19,423 shares; 2025Q4: 21,313 shares; 2026Q1: 19,693 shares; 2026Q2: 19,569 shares 19,569 $309K 0.01% -124 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,268 shares; 2026Q2: 19,971 shares 19,971 $308K 0.01% -1,297 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 538 shares; 2025Q4: 573 shares; 2026Q1: 591 shares; 2026Q2: 568 shares 568 $307K 0.01% -23 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,933 shares; 2026Q2: 1,877 shares 1,877 $307K 0.01% -56 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 472 shares; 2026Q2: 476 shares 476 $302K 0.01% +4 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 813 shares; 2025Q4: 842 shares; 2026Q1: 883 shares; 2026Q2: 827 shares 827 $302K 0.01% -56 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,881 shares; 2025Q2: 6,083 shares; 2025Q3: 7,689 shares; 2025Q4: 7,013 shares; 2026Q1: 7,005 shares; 2026Q2: 7,005 shares 7,005 $297K 0.01% 0 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,374 shares; 2026Q2: 6,402 shares 6,402 $291K 0.01% +28 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,218 shares; 2024Q4: 2,847 shares; 2025Q1: 2,893 shares; 2025Q2: 2,867 shares; 2025Q3: 2,935 shares; 2025Q4: 3,136 shares; 2026Q1: 3,140 shares; 2026Q2: 3,130 shares 3,130 $287K 0.01% -10 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,183 shares; 2024Q4: 6,985 shares; 2025Q1: 7,109 shares; 2025Q2: 7,372 shares; 2025Q3: 7,513 shares; 2025Q4: 7,916 shares; 2026Q1: 8,329 shares; 2026Q2: 6,710 shares 6,710 $286K 0.01% -1,619 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 773 shares; 2025Q2: 773 shares; 2025Q3: 773 shares; 2025Q4: 776 shares; 2026Q1: 788 shares; 2026Q2: 773 shares 773 $285K 0.01% -15 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,027 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares; 2025Q4: 3,028 shares; 2026Q1: 3,041 shares; 2026Q2: 3,001 shares 3,001 $282K 0.01% -40 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,346 shares 6,346 $282K 0.01% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: 2,271 shares; 2025Q1: 2,102 shares; 2025Q2: 2,059 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 607 shares; 2026Q2: 590 shares 590 $282K 0.01% -17 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,004 shares; 2024Q4: 2,013 shares; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: 2,039 shares; 2025Q4: 2,048 shares; 2026Q1: 2,052 shares; 2026Q2: 2,060 shares 2,060 $282K 0.01% +8 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,407 shares; 2024Q4: 3,993 shares; 2025Q1: 4,147 shares; 2025Q2: 5,244 shares; 2025Q3: 5,297 shares; 2025Q4: 5,644 shares; 2026Q1: 5,228 shares; 2026Q2: 5,116 shares 5,116 $280K 0.01% -112 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,995 shares; 2024Q4: 10,353 shares; 2025Q1: 10,526 shares; 2025Q2: 1,999 shares; 2025Q3: 1,997 shares; 2025Q4: 2,029 shares; 2026Q1: 2,038 shares; 2026Q2: 2,034 shares 2,034 $278K 0.01% -4 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,356 shares; 2026Q1: 7,295 shares; 2026Q2: 8,097 shares 8,097 $275K 0.01% +802 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,192 shares 2,192 $273K 0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 232 shares 232 $272K 0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,664 shares; 2024Q4: 7,682 shares; 2025Q1: 7,703 shares; 2025Q2: 7,562 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,532 shares; 2026Q2: 3,268 shares 3,268 $271K 0.01% +736 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,230 shares; 2025Q1: 1,111 shares; 2025Q2: 990 shares; 2025Q3: 782 shares; 2025Q4: 790 shares; 2026Q1: 798 shares; 2026Q2: 799 shares 799 $270K 0.01% +1 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,274 shares; 2024Q4: 2,406 shares; 2025Q1: 2,107 shares; 2025Q2: 2,082 shares; 2025Q3: 1,831 shares; 2025Q4: 1,835 shares; 2026Q1: 1,869 shares; 2026Q2: 1,820 shares 1,820 $270K 0.01% -49 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $269K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,040 shares; 2025Q1: not reported; 2025Q2: 2,322 shares; 2025Q3: 2,229 shares; 2025Q4: 2,380 shares; 2026Q1: 2,348 shares; 2026Q2: 2,345 shares 2,345 $267K 0.01% -3 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,569 shares; 2025Q3: 2,910 shares; 2025Q4: 3,082 shares; 2026Q1: 3,092 shares; 2026Q2: 2,871 shares 2,871 $265K 0.01% -221 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,238 shares; 2026Q1: 4,271 shares; 2026Q2: 4,206 shares 4,206 $265K 0.01% -65 Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,169 shares; 2024Q4: 54,118 shares; 2025Q1: 65,163 shares; 2025Q2: 80,133 shares; 2025Q3: 81,736 shares; 2025Q4: 87,034 shares; 2026Q1: 69,378 shares; 2026Q2: 66,399 shares 66,399 $264K 0.01% -2,979 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,569 shares; 2025Q4: 7,569 shares; 2026Q1: 7,569 shares; 2026Q2: 9,594 shares 9,594 $263K 0.01% +2,025 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,447 shares; 2024Q4: 1,564 shares; 2025Q1: not reported; 2025Q2: 1,151 shares; 2025Q3: 1,162 shares; 2025Q4: 1,242 shares; 2026Q1: 1,267 shares; 2026Q2: 1,206 shares 1,206 $261K 0.01% -61 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 639 shares; 2026Q1: 683 shares; 2026Q2: 684 shares 684 $258K 0.01% +1 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,391 shares; 2024Q4: 4,322 shares; 2025Q1: 3,858 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,923 shares 4,923 $258K 0.01% new Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,469 shares 6,469 $256K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,354 shares; 2024Q4: 2,354 shares; 2025Q1: 2,354 shares; 2025Q2: 2,454 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares; 2026Q1: 2,257 shares; 2026Q2: 4,514 shares 4,514 $254K 0.01% +2,257 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,009 shares; 2024Q4: 6,009 shares; 2025Q1: 6,009 shares; 2025Q2: 6,009 shares; 2025Q3: 6,009 shares; 2025Q4: 6,009 shares; 2026Q1: 6,009 shares; 2026Q2: 6,009 shares 6,009 $253K 0.01% 0 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,415 shares; 2024Q4: 36,164 shares; 2025Q1: 38,900 shares; 2025Q2: 46,816 shares; 2025Q3: 47,392 shares; 2025Q4: 51,823 shares; 2026Q1: 46,192 shares; 2026Q2: 45,909 shares 45,909 $250K 0.01% -283 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,113 shares 1,113 $249K 0.01% new Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,659 shares; 2025Q4: 11,659 shares; 2026Q1: 11,659 shares; 2026Q2: 11,659 shares 11,659 $248K 0.01% 0 Timeline XNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,211 shares 6,211 $246K 0.01% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,113 shares 1,113 $246K 0.01% new Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,908 shares; 2026Q1: 6,132 shares; 2026Q2: 6,132 shares 6,132 $244K 0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,533 shares 6,533 $244K 0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,333 shares; 2026Q1: 12,667 shares; 2026Q2: 12,998 shares 12,998 $241K 0.01% +331 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,015 shares; 2025Q4: 8,015 shares; 2026Q1: 7,315 shares; 2026Q2: 7,315 shares 7,315 $240K 0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,534 shares; 2026Q2: 14,626 shares 14,626 $239K 0.01% -908 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,933 shares; 2026Q1: 6,933 shares; 2026Q2: 6,933 shares 6,933 $233K 0.01% 0 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,416 shares 5,416 $231K 0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,772 shares; 2026Q1: 2,833 shares; 2026Q2: 3,017 shares 3,017 $228K 0.01% +184 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,224 shares 2,224 $227K 0.01% new Timeline BXC BLUELINX HLDGS INC More: the full row for BLUELINX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,998 shares; 2026Q2: 3,652 shares 3,652 $226K 0.01% -346 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,663 shares; 2026Q2: 7,092 shares 7,092 $225K 0.01% +429 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,616 shares; 2024Q4: 2,634 shares; 2025Q1: 2,653 shares; 2025Q2: 2,672 shares; 2025Q3: 2,692 shares; 2025Q4: 2,719 shares; 2026Q1: 2,746 shares; 2026Q2: 2,767 shares 2,767 $225K 0.01% +21 Timeline MQ MARQETA INC More: the full row for MARQETA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,855 shares; 2024Q4: 37,965 shares; 2025Q1: 46,135 shares; 2025Q2: 55,872 shares; 2025Q3: 56,175 shares; 2025Q4: 60,967 shares; 2026Q1: 55,346 shares; 2026Q2: 53,546 shares 53,546 $217K 0.01% -1,800 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180 shares 180 $216K 0.01% new Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,015 shares 5,015 $215K 0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,771 shares 6,771 $211K 0.01% new Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,880 shares; 2026Q1: 6,235 shares; 2026Q2: 6,235 shares 6,235 $210K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 528 shares 528 $208K 0.01% new Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,118 shares; 2024Q4: 15,715 shares; 2025Q1: 18,870 shares; 2025Q2: 22,737 shares; 2025Q3: 22,119 shares; 2025Q4: 24,570 shares; 2026Q1: 23,370 shares; 2026Q2: 22,817 shares 22,817 $205K 0.01% -553 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,929 shares 4,929 $204K 0.01% new Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,881 shares 5,881 $204K 0.01% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,758 shares; 2026Q2: 1,897 shares 1,897 $202K 0.01% +139 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,512 shares 4,512 $202K 0.01% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,245 shares 1,245 $201K 0.01% new Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,821 shares 4,821 $200K 0.01% new Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,075 shares; 2024Q4: 7,075 shares; 2025Q1: 7,075 shares; 2025Q2: 7,075 shares; 2025Q3: 7,075 shares; 2025Q4: 7,075 shares; 2026Q1: 7,075 shares; 2026Q2: 5,635 shares 5,635 $200K 0.01% -1,440 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,651 shares; 2026Q2: 11,683 shares 11,683 $198K 0.01% +32 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,360 shares; 2024Q4: 20,778 shares; 2025Q1: 23,253 shares; 2025Q2: 28,441 shares; 2025Q3: 25,081 shares; 2025Q4: 29,242 shares; 2026Q1: 28,427 shares; 2026Q2: 24,730 shares 24,730 $163K 0.01% -3,697 Timeline CMTG CLAROS MTG TR INC More: the full row for CLAROS MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,820 shares; 2024Q4: 22,431 shares; 2025Q1: 25,610 shares; 2025Q2: 32,549 shares; 2025Q3: 32,162 shares; 2025Q4: 35,671 shares; 2026Q1: 34,936 shares; 2026Q2: 33,506 shares 33,506 $78.7K <0.01% -1,430 Timeline