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: 252,705 shares; 2024Q4: 302,477 shares; 2025Q1: 308,613 shares; 2025Q2: 358,620 shares; 2025Q3: 323,908 shares; 2025Q4: 332,774 shares; 2026Q1: 336,069 shares; 2026Q2: 357,401 shares 357,401 $245M 7.72% +21,332 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: 3,972,256 shares; 2024Q4: 4,485,596 shares; 2025Q1: 4,447,028 shares; 2025Q2: 4,156,944 shares; 2025Q3: 4,584,390 shares; 2025Q4: 4,582,505 shares; 2026Q1: 4,664,293 shares; 2026Q2: 4,787,854 shares 4,787,854 $221M 6.95% +123,561 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,451,782 shares; 2024Q4: 5,363,687 shares; 2025Q1: 5,272,530 shares; 2025Q2: 4,813,209 shares; 2025Q3: 4,728,254 shares; 2025Q4: 4,843,821 shares; 2026Q1: 4,952,425 shares; 2026Q2: 4,893,413 shares 4,893,413 $217M 6.83% -59,012 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,065 shares; 2024Q4: 433,305 shares; 2025Q1: 422,358 shares; 2025Q2: 470,837 shares; 2025Q3: 450,768 shares; 2025Q4: 424,463 shares; 2026Q1: 425,422 shares; 2026Q2: 434,122 shares 434,122 $149M 4.7% +8,700 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: 252,768 shares; 2024Q4: 311,124 shares; 2025Q1: 311,877 shares; 2025Q2: 343,264 shares; 2025Q3: 342,350 shares; 2025Q4: 342,653 shares; 2026Q1: 337,380 shares; 2026Q2: 338,170 shares 338,170 $125M 3.94% +790 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,624,103 shares; 2024Q4: 2,429,024 shares; 2025Q1: 2,337,897 shares; 2025Q2: 2,271,295 shares; 2025Q3: 2,147,677 shares; 2025Q4: 2,231,870 shares; 2026Q1: 2,225,192 shares; 2026Q2: 2,291,106 shares 2,291,106 $115M 3.63% +65,914 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,754,947 shares; 2024Q4: 1,935,172 shares; 2025Q1: 1,704,735 shares; 2025Q2: 1,594,827 shares; 2025Q3: 1,521,705 shares; 2025Q4: 1,517,483 shares; 2026Q1: 1,547,081 shares; 2026Q2: 1,891,755 shares 1,891,755 $95.7M 3.01% +344,674 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,509,986 shares; 2024Q4: 2,751,747 shares; 2025Q1: 2,668,377 shares; 2025Q2: 2,447,433 shares; 2025Q3: 2,389,931 shares; 2025Q4: 2,427,980 shares; 2026Q1: 2,390,556 shares; 2026Q2: 2,311,945 shares 2,311,945 $85.2M 2.68% -78,611 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,859 shares; 2024Q4: 189,769 shares; 2025Q1: 197,172 shares; 2025Q2: 240,790 shares; 2025Q3: 214,913 shares; 2025Q4: 221,084 shares; 2026Q1: 226,382 shares; 2026Q2: 237,457 shares 237,457 $58.5M 1.84% +11,075 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,746 shares; 2024Q4: 1,189,925 shares; 2025Q1: 1,215,266 shares; 2025Q2: 1,064,837 shares; 2025Q3: 1,194,847 shares; 2025Q4: 1,239,238 shares; 2026Q1: 1,332,758 shares; 2026Q2: 1,380,920 shares 1,380,920 $58.3M 1.83% +48,162 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992,233 shares; 2024Q4: 1,123,280 shares; 2025Q1: 966,270 shares; 2025Q2: 1,033,652 shares; 2025Q3: 993,330 shares; 2025Q4: 1,010,731 shares; 2026Q1: 1,041,449 shares; 2026Q2: 1,063,816 shares 1,063,816 $53.8M 1.69% +22,367 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958,231 shares; 2024Q4: 1,006,570 shares; 2025Q1: 879,000 shares; 2025Q2: 862,408 shares; 2025Q3: 864,504 shares; 2025Q4: 882,985 shares; 2026Q1: 881,082 shares; 2026Q2: 1,055,345 shares 1,055,345 $51M 1.6% +174,263 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978,678 shares; 2024Q4: 910,616 shares; 2025Q1: 654,143 shares; 2025Q2: 609,765 shares; 2025Q3: 590,218 shares; 2025Q4: 584,305 shares; 2026Q1: 580,473 shares; 2026Q2: 570,737 shares 570,737 $48.8M 1.53% -9,736 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: 176,077 shares; 2024Q4: 384,215 shares; 2025Q1: 1,035,418 shares; 2025Q2: 1,444,498 shares; 2025Q3: 1,556,439 shares; 2025Q4: 1,656,516 shares; 2026Q1: 1,734,326 shares; 2026Q2: 1,809,414 shares 1,809,414 $48M 1.51% +75,088 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442,132 shares; 2024Q4: 391,362 shares; 2025Q1: 400,916 shares; 2025Q2: 512,662 shares; 2025Q3: 528,778 shares; 2025Q4: 511,440 shares; 2026Q1: 538,529 shares; 2026Q2: 613,483 shares 613,483 $44.2M 1.39% +74,954 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,082,100 shares; 2024Q4: 969,628 shares; 2025Q1: 765,221 shares; 2025Q2: 757,286 shares; 2025Q3: 714,952 shares; 2025Q4: 730,475 shares; 2026Q1: 741,710 shares; 2026Q2: 780,430 shares 780,430 $40.4M 1.27% +38,720 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: 17,628 shares; 2024Q4: 16,877 shares; 2025Q1: 28,777 shares; 2025Q2: 417,352 shares; 2025Q3: 456,762 shares; 2025Q4: 419,175 shares; 2026Q1: 420,670 shares; 2026Q2: 560,438 shares 560,438 $38.1M 1.2% +139,768 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,949 shares; 2025Q2: 43,503 shares; 2025Q3: 122,929 shares; 2025Q4: 342,785 shares; 2026Q1: 811,741 shares; 2026Q2: 968,590 shares 968,590 $36.6M 1.15% +156,849 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,776 shares; 2024Q4: 33,002 shares; 2025Q1: 51,550 shares; 2025Q2: 722,762 shares; 2025Q3: 721,835 shares; 2025Q4: 733,954 shares; 2026Q1: 761,437 shares; 2026Q2: 783,936 shares 783,936 $32.7M 1.03% +22,499 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: 193,935 shares; 2024Q4: 195,335 shares; 2025Q1: 140,642 shares; 2025Q2: 152,422 shares; 2025Q3: 156,348 shares; 2025Q4: 145,325 shares; 2026Q1: 159,266 shares; 2026Q2: 154,112 shares 154,112 $30.8M 0.97% -5,154 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,654 shares; 2024Q4: 92,340 shares; 2025Q1: 74,701 shares; 2025Q2: 82,993 shares; 2025Q3: 80,504 shares; 2025Q4: 78,980 shares; 2026Q1: 80,082 shares; 2026Q2: 331,122 shares 331,122 $26.7M 0.84% +251,040 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: 114,470 shares; 2024Q4: 111,890 shares; 2025Q1: 82,702 shares; 2025Q2: 82,018 shares; 2025Q3: 83,601 shares; 2025Q4: 83,917 shares; 2026Q1: 84,826 shares; 2026Q2: 81,260 shares 81,260 $23.5M 0.74% -3,566 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480,685 shares; 2024Q4: 501,851 shares; 2025Q1: 418,569 shares; 2025Q2: 409,064 shares; 2025Q3: 443,939 shares; 2025Q4: 429,493 shares; 2026Q1: 459,066 shares; 2026Q2: 470,493 shares 470,493 $22.8M 0.72% +11,427 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,067 shares; 2024Q4: 162,702 shares; 2025Q1: 141,723 shares; 2025Q2: 143,712 shares; 2025Q3: 121,775 shares; 2025Q4: 132,840 shares; 2026Q1: 138,707 shares; 2026Q2: 141,518 shares 141,518 $20.1M 0.63% +2,811 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,936 shares; 2024Q4: 35,094 shares; 2025Q1: 26,722 shares; 2025Q2: 52,057 shares; 2025Q3: 51,921 shares; 2025Q4: 85,585 shares; 2026Q1: 103,492 shares; 2026Q2: 99,509 shares 99,509 $19M 0.6% -3,983 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872,706 shares; 2024Q4: 587,357 shares; 2025Q1: 553,437 shares; 2025Q2: 129,898 shares; 2025Q3: 70,536 shares; 2025Q4: 175,145 shares; 2026Q1: 624,744 shares; 2026Q2: 373,979 shares 373,979 $18.9M 0.6% -250,765 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: 65,127 shares; 2024Q4: 60,666 shares; 2025Q1: 49,111 shares; 2025Q2: 50,451 shares; 2025Q3: 68,818 shares; 2025Q4: 63,537 shares; 2026Q1: 56,440 shares; 2026Q2: 51,952 shares 51,952 $18.6M 0.58% -4,488 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: 56,891 shares; 2024Q4: 55,249 shares; 2025Q1: 42,710 shares; 2025Q2: 42,907 shares; 2025Q3: 52,108 shares; 2025Q4: 48,069 shares; 2026Q1: 51,305 shares; 2026Q2: 48,646 shares 48,646 $18.1M 0.57% -2,659 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 291,681 shares; 2025Q1: 301,975 shares; 2025Q2: 237,003 shares; 2025Q3: 267,321 shares; 2025Q4: 278,535 shares; 2026Q1: 306,291 shares; 2026Q2: 316,735 shares 316,735 $17M 0.53% +10,444 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,696 shares; 2025Q3: 49,065 shares; 2025Q4: 132,437 shares; 2026Q1: 295,505 shares; 2026Q2: 377,337 shares 377,337 $16.8M 0.53% +81,832 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: 76,053 shares; 2024Q4: 76,156 shares; 2025Q1: 56,225 shares; 2025Q2: 57,466 shares; 2025Q3: 78,223 shares; 2025Q4: 72,607 shares; 2026Q1: 71,084 shares; 2026Q2: 70,269 shares 70,269 $16.7M 0.53% -815 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: 38,466 shares; 2024Q4: 38,920 shares; 2025Q1: 10,787 shares; 2025Q2: 12,044 shares; 2025Q3: 24,738 shares; 2025Q4: 23,213 shares; 2026Q1: 21,941 shares; 2026Q2: 22,102 shares 22,102 $16.5M 0.52% +161 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: 65,496 shares; 2024Q4: 12,454 shares; 2025Q1: 15,229 shares; 2025Q2: 23,961 shares; 2025Q3: 46,585 shares; 2025Q4: 79,712 shares; 2026Q1: 130,881 shares; 2026Q2: 165,146 shares 165,146 $16.3M 0.51% +34,265 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,504 shares; 2024Q4: 67,970 shares; 2025Q1: 63,094 shares; 2025Q2: 60,584 shares; 2025Q3: 54,188 shares; 2025Q4: 46,675 shares; 2026Q1: 45,601 shares; 2026Q2: 103,620 shares 103,620 $16.3M 0.51% +58,019 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 156,507 shares; 2026Q1: 335,209 shares; 2026Q2: 519,201 shares 519,201 $15.2M 0.48% +183,992 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497,035 shares; 2024Q4: 441,369 shares; 2025Q1: 400,614 shares; 2025Q2: 342,743 shares; 2025Q3: 348,666 shares; 2025Q4: 377,523 shares; 2026Q1: 397,806 shares; 2026Q2: 400,923 shares 400,923 $14.9M 0.47% +3,117 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,252 shares; 2024Q4: 55,239 shares; 2025Q1: 41,142 shares; 2025Q2: 49,309 shares; 2025Q3: 48,461 shares; 2025Q4: 47,492 shares; 2026Q1: 46,501 shares; 2026Q2: 46,634 shares 46,634 $14.1M 0.44% +133 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: 5,331 shares; 2024Q4: 3,981 shares; 2025Q1: 2,656 shares; 2025Q2: 2,298 shares; 2025Q3: 3,432 shares; 2025Q4: 5,233 shares; 2026Q1: 12,131 shares; 2026Q2: 11,291 shares 11,291 $13M 0.41% -840 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: 18,404 shares; 2024Q4: 20,635 shares; 2025Q1: 17,895 shares; 2025Q2: 16,729 shares; 2025Q3: 23,723 shares; 2025Q4: 22,656 shares; 2026Q1: 22,868 shares; 2026Q2: 22,577 shares 22,577 $12.7M 0.4% -291 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: not reported; 2025Q3: not reported; 2025Q4: 139,006 shares; 2026Q1: 131,560 shares; 2026Q2: 135,085 shares 135,085 $12M 0.38% +3,525 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: 13,672 shares; 2024Q4: 17,611 shares; 2025Q1: 17,690 shares; 2025Q2: 15,169 shares; 2025Q3: 19,338 shares; 2025Q4: 15,247 shares; 2026Q1: 13,844 shares; 2026Q2: 15,805 shares 15,805 $11.8M 0.37% +1,961 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,446 shares; 2024Q4: 30,673 shares; 2025Q1: 38,324 shares; 2025Q2: 157,388 shares; 2025Q3: 172,799 shares; 2025Q4: 179,680 shares; 2026Q1: 206,813 shares; 2026Q2: 213,656 shares 213,656 $11.6M 0.37% +6,843 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,105 shares; 2024Q4: 150,142 shares; 2025Q1: 227,621 shares; 2025Q2: 140,633 shares; 2025Q3: 141,010 shares; 2025Q4: 151,094 shares; 2026Q1: 123,374 shares; 2026Q2: 123,642 shares 123,642 $11.4M 0.36% +268 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: 12,995 shares; 2024Q4: 13,846 shares; 2025Q1: 11,447 shares; 2025Q2: 11,594 shares; 2025Q3: 19,116 shares; 2025Q4: 21,541 shares; 2026Q1: 22,359 shares; 2026Q2: 21,656 shares 21,656 $10.3M 0.33% -703 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: 28,639 shares; 2024Q4: 33,102 shares; 2025Q1: 26,766 shares; 2025Q2: 26,923 shares; 2025Q3: 34,321 shares; 2025Q4: 32,907 shares; 2026Q1: 32,319 shares; 2026Q2: 29,636 shares 29,636 $9.7M 0.31% -2,683 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,868 shares; 2024Q4: 136,557 shares; 2025Q1: 46,835 shares; 2025Q2: 47,697 shares; 2025Q3: 49,981 shares; 2025Q4: 85,829 shares; 2026Q1: 85,645 shares; 2026Q2: 100,109 shares 100,109 $9.66M 0.3% +14,464 Timeline MINO 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: 775 shares; 2024Q4: 1,265 shares; 2025Q1: not reported; 2025Q2: 143,132 shares; 2025Q3: 148,304 shares; 2025Q4: 147,381 shares; 2026Q1: 159,803 shares; 2026Q2: 210,199 shares 210,199 $9.62M 0.3% +50,396 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,814 shares; 2025Q3: 21,655 shares; 2025Q4: 46,308 shares; 2026Q1: 164,401 shares; 2026Q2: 283,850 shares 283,850 $9.02M 0.28% +119,449 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: 32,061 shares; 2024Q4: 45,453 shares; 2025Q1: 47,362 shares; 2025Q2: 46,044 shares; 2025Q3: 47,236 shares; 2025Q4: 49,773 shares; 2026Q1: 38,059 shares; 2026Q2: 39,630 shares 39,630 $8.99M 0.28% +1,571 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: 32,104 shares; 2024Q4: 33,016 shares; 2025Q1: 21,291 shares; 2025Q2: 23,947 shares; 2025Q3: 27,559 shares; 2025Q4: 28,275 shares; 2026Q1: 27,561 shares; 2026Q2: 25,025 shares 25,025 $8.84M 0.28% -2,536 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: 29,899 shares; 2024Q4: 26,325 shares; 2025Q1: 19,345 shares; 2025Q2: 19,017 shares; 2025Q3: 22,367 shares; 2025Q4: 21,507 shares; 2026Q1: 21,541 shares; 2026Q2: 22,588 shares 22,588 $8.53M 0.27% +1,047 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,130 shares; 2024Q4: 6,338 shares; 2025Q1: 7,568 shares; 2025Q2: 6,657 shares; 2025Q3: 13,689 shares; 2025Q4: 13,275 shares; 2026Q1: 13,999 shares; 2026Q2: 11,638 shares 11,638 $8.41M 0.26% -2,361 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: 50,079 shares; 2024Q4: 106,675 shares; 2025Q1: 106,503 shares; 2025Q2: 95,418 shares; 2025Q3: 140,687 shares; 2025Q4: 134,131 shares; 2026Q1: 128,456 shares; 2026Q2: 151,817 shares 151,817 $8.14M 0.26% +23,361 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: 35,017 shares; 2024Q4: 32,496 shares; 2025Q1: 30,932 shares; 2025Q2: 34,793 shares; 2025Q3: 33,855 shares; 2025Q4: 33,144 shares; 2026Q1: 33,256 shares; 2026Q2: 33,225 shares 33,225 $8.07M 0.25% -31 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 718,249 shares; 2024Q4: 607,732 shares; 2025Q1: 228,607 shares; 2025Q2: 226,024 shares; 2025Q3: 231,061 shares; 2025Q4: 216,839 shares; 2026Q1: 227,495 shares; 2026Q2: 188,696 shares 188,696 $7.78M 0.24% -38,799 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,795 shares; 2024Q4: 206,766 shares; 2025Q1: 211,592 shares; 2025Q2: 207,992 shares; 2025Q3: 234,629 shares; 2025Q4: 237,135 shares; 2026Q1: 263,669 shares; 2026Q2: 256,697 shares 256,697 $7.44M 0.23% -6,972 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289 shares; 2024Q4: 1,052 shares; 2025Q1: not reported; 2025Q2: 4,662 shares; 2025Q3: 32,286 shares; 2025Q4: 66,871 shares; 2026Q1: 115,823 shares; 2026Q2: 144,337 shares 144,337 $6.76M 0.21% +28,514 Timeline BDYN 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: 250,460 shares; 2025Q4: 224,896 shares; 2026Q1: 265,810 shares; 2026Q2: 242,188 shares 242,188 $6.72M 0.21% -23,622 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,775 shares; 2024Q4: 221,837 shares; 2025Q1: 75,702 shares; 2025Q2: 83,594 shares; 2025Q3: 77,377 shares; 2025Q4: 74,419 shares; 2026Q1: 76,559 shares; 2026Q2: 74,648 shares 74,648 $6.65M 0.21% -1,911 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,743 shares; 2024Q4: 235,577 shares; 2025Q1: 59,284 shares; 2025Q2: 72,782 shares; 2025Q3: 172,652 shares; 2025Q4: 157,097 shares; 2026Q1: 138,152 shares; 2026Q2: 195,130 shares 195,130 $6.6M 0.21% +56,978 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: 42,145 shares; 2024Q4: 49,976 shares; 2025Q1: 49,280 shares; 2025Q2: 44,077 shares; 2025Q3: 43,943 shares; 2025Q4: 44,699 shares; 2026Q1: 43,567 shares; 2026Q2: 48,000 shares 48,000 $6.5M 0.2% +4,433 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: 48,241 shares; 2024Q4: 46,212 shares; 2025Q1: 46,296 shares; 2025Q2: 44,174 shares; 2025Q3: 41,725 shares; 2025Q4: 40,957 shares; 2026Q1: 40,612 shares; 2026Q2: 39,552 shares 39,552 $6.5M 0.2% -1,060 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,057 shares; 2024Q4: 17,583 shares; 2025Q1: 36,755 shares; 2025Q2: 59,403 shares; 2025Q3: 62,893 shares; 2025Q4: 73,890 shares; 2026Q1: 68,707 shares; 2026Q2: 80,709 shares 80,709 $6.47M 0.2% +12,002 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,800 shares; 2024Q4: 12,792 shares; 2025Q1: 12,909 shares; 2025Q2: 13,917 shares; 2025Q3: 12,649 shares; 2025Q4: 24,827 shares; 2026Q1: 40,206 shares; 2026Q2: 81,090 shares 81,090 $6.41M 0.2% +40,884 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,663 shares; 2024Q4: 13,139 shares; 2025Q1: 11,520 shares; 2025Q2: 10,938 shares; 2025Q3: 13,808 shares; 2025Q4: 13,440 shares; 2026Q1: 13,503 shares; 2026Q2: 12,188 shares 12,188 $6.26M 0.2% -1,315 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: 5,178 shares; 2024Q4: 95,565 shares; 2025Q1: 86,140 shares; 2025Q2: 99,655 shares; 2025Q3: 100,043 shares; 2025Q4: 116,770 shares; 2026Q1: 205,551 shares; 2026Q2: 209,667 shares 209,667 $6.07M 0.19% +4,116 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,628 shares; 2024Q4: 17,309 shares; 2025Q1: 13,521 shares; 2025Q2: 15,149 shares; 2025Q3: 18,518 shares; 2025Q4: 17,860 shares; 2026Q1: 18,964 shares; 2026Q2: 17,398 shares 17,398 $5.97M 0.19% -1,566 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,897 shares; 2024Q4: 155,277 shares; 2025Q1: 125,777 shares; 2025Q2: 115,397 shares; 2025Q3: 111,146 shares; 2025Q4: 121,334 shares; 2026Q1: 124,869 shares; 2026Q2: 129,617 shares 129,617 $5.92M 0.19% +4,748 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,075 shares; 2024Q4: 57,500 shares; 2025Q1: 14,508 shares; 2025Q2: 75,179 shares; 2025Q3: 82,851 shares; 2025Q4: 92,191 shares; 2026Q1: 91,226 shares; 2026Q2: 87,462 shares 87,462 $5.91M 0.19% -3,764 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,023 shares; 2024Q4: 135,106 shares; 2025Q1: 111,348 shares; 2025Q2: 94,721 shares; 2025Q3: 86,794 shares; 2025Q4: 56,439 shares; 2026Q1: 51,047 shares; 2026Q2: 43,947 shares 43,947 $5.83M 0.18% -7,100 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,436 shares; 2024Q4: 84,088 shares; 2025Q1: 13,196 shares; 2025Q2: 13,371 shares; 2025Q3: 37,750 shares; 2025Q4: 75,626 shares; 2026Q1: 135,196 shares; 2026Q2: 170,527 shares 170,527 $5.71M 0.18% +35,331 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,853 shares; 2024Q4: 4,671 shares; 2025Q1: 12,260 shares; 2025Q2: 19,248 shares; 2025Q3: 26,599 shares; 2025Q4: 28,243 shares; 2026Q1: 28,804 shares; 2026Q2: 34,457 shares 34,457 $5.64M 0.18% +5,653 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: 10,856 shares; 2024Q4: 39,304 shares; 2025Q1: 50,882 shares; 2025Q2: 45,955 shares; 2025Q3: 67,144 shares; 2025Q4: 42,097 shares; 2026Q1: 41,622 shares; 2026Q2: 40,945 shares 40,945 $5.63M 0.18% -677 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: 109,137 shares; 2024Q4: 103,120 shares; 2025Q1: 99,534 shares; 2025Q2: 88,765 shares; 2025Q3: 65,720 shares; 2025Q4: 63,684 shares; 2026Q1: 62,640 shares; 2026Q2: 57,868 shares 57,868 $5.52M 0.17% -4,772 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,321 shares; 2024Q4: 3,914 shares; 2025Q1: 2,842 shares; 2025Q2: 4,981 shares; 2025Q3: 20,500 shares; 2025Q4: 41,772 shares; 2026Q1: 75,630 shares; 2026Q2: 91,701 shares 91,701 $5.34M 0.17% +16,071 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: 49,727 shares; 2024Q4: 3,705 shares; 2025Q1: 3,690 shares; 2025Q2: 29,499 shares; 2025Q3: 32,031 shares; 2025Q4: 36,492 shares; 2026Q1: 2,671 shares; 2026Q2: 33,437 shares 33,437 $5.28M 0.17% +30,766 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: 37,895 shares; 2024Q4: 21,047 shares; 2025Q1: 20,465 shares; 2025Q2: 34,515 shares; 2025Q3: 61,942 shares; 2025Q4: 59,362 shares; 2026Q1: 63,417 shares; 2026Q2: 54,370 shares 54,370 $5.25M 0.17% -9,047 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: 3,582 shares; 2024Q4: 6,099 shares; 2025Q1: 4,664 shares; 2025Q2: 36,326 shares; 2025Q3: 39,507 shares; 2025Q4: 23,729 shares; 2026Q1: 8,043 shares; 2026Q2: 17,197 shares 17,197 $5.21M 0.16% +9,154 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: 6,423 shares; 2025Q1: 7,142 shares; 2025Q2: 8,212 shares; 2025Q3: 9,081 shares; 2025Q4: 8,824 shares; 2026Q1: 13,393 shares; 2026Q2: 11,802 shares 11,802 $5.11M 0.16% -1,591 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,753 shares; 2024Q4: 127,810 shares; 2025Q1: 81,893 shares; 2025Q2: 85,197 shares; 2025Q3: 72,998 shares; 2025Q4: 62,412 shares; 2026Q1: 59,909 shares; 2026Q2: 51,728 shares 51,728 $5.05M 0.16% -8,181 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: 5,681 shares; 2024Q4: 5,851 shares; 2025Q1: 4,230 shares; 2025Q2: 4,320 shares; 2025Q3: 4,308 shares; 2025Q4: 4,403 shares; 2026Q1: 4,267 shares; 2026Q2: 4,153 shares 4,153 $4.98M 0.16% -114 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,406 shares; 2024Q4: 5,223 shares; 2025Q1: 5,084 shares; 2025Q2: 5,089 shares; 2025Q3: 4,910 shares; 2025Q4: 4,755 shares; 2026Q1: 4,777 shares; 2026Q2: 4,644 shares 4,644 $4.84M 0.15% -133 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,786 shares; 2024Q4: 15,185 shares; 2025Q1: 25,085 shares; 2025Q2: 23,817 shares; 2025Q3: 25,810 shares; 2025Q4: 29,688 shares; 2026Q1: 27,252 shares; 2026Q2: 33,636 shares 33,636 $4.79M 0.15% +6,384 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,068 shares; 2024Q4: 14,151 shares; 2025Q1: 13,974 shares; 2025Q2: 16,568 shares; 2025Q3: 22,173 shares; 2025Q4: 21,114 shares; 2026Q1: 18,837 shares; 2026Q2: 15,926 shares 15,926 $4.75M 0.15% -2,911 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,606 shares; 2024Q4: 15,848 shares; 2025Q1: 30,832 shares; 2025Q2: 41,243 shares; 2025Q3: 42,727 shares; 2025Q4: 45,950 shares; 2026Q1: 51,886 shares; 2026Q2: 97,647 shares 97,647 $4.63M 0.15% +45,761 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: 45,290 shares; 2024Q4: 39,020 shares; 2025Q1: 62,565 shares; 2025Q2: 65,767 shares; 2025Q3: 52,086 shares; 2025Q4: 62,889 shares; 2026Q1: 73,145 shares; 2026Q2: 52,571 shares 52,571 $4.62M 0.15% -20,574 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,110 shares; 2024Q4: 48,587 shares; 2025Q1: 57,967 shares; 2025Q2: 64,072 shares; 2025Q3: 25,270 shares; 2025Q4: 24,680 shares; 2026Q1: 31,221 shares; 2026Q2: 43,877 shares 43,877 $4.42M 0.14% +12,656 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: 11,901 shares; 2024Q4: 13,019 shares; 2025Q1: 7,697 shares; 2025Q2: 4,678 shares; 2025Q3: 7,916 shares; 2025Q4: 8,163 shares; 2026Q1: 8,496 shares; 2026Q2: 8,725 shares 8,725 $4.37M 0.14% +229 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 613 shares; 2024Q4: 628 shares; 2025Q1: not reported; 2025Q2: 3,146 shares; 2025Q3: 42,093 shares; 2025Q4: 97,659 shares; 2026Q1: 139,106 shares; 2026Q2: 119,538 shares 119,538 $4.33M 0.14% -19,568 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: 14,697 shares; 2024Q4: 15,411 shares; 2025Q1: 15,556 shares; 2025Q2: 16,762 shares; 2025Q3: 17,315 shares; 2025Q4: 21,251 shares; 2026Q1: 33,868 shares; 2026Q2: 36,826 shares 36,826 $4.32M 0.14% +2,958 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: 11,862 shares; 2024Q4: 12,588 shares; 2025Q1: 9,015 shares; 2025Q2: 9,695 shares; 2025Q3: 9,525 shares; 2025Q4: 8,832 shares; 2026Q1: 9,686 shares; 2026Q2: 10,193 shares 10,193 $4.29M 0.13% +507 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,948 shares; 2026Q2: 21,440 shares 21,440 $4.28M 0.13% +16,492 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428 shares; 2024Q4: 474 shares; 2025Q1: 353 shares; 2025Q2: 410 shares; 2025Q3: 769 shares; 2025Q4: 801 shares; 2026Q1: 892 shares; 2026Q2: 23,521 shares 23,521 $4.19M 0.13% +22,629 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954 shares; 2024Q4: 18,329 shares; 2025Q1: 46,501 shares; 2025Q2: 53,161 shares; 2025Q3: 45,569 shares; 2025Q4: 49,706 shares; 2026Q1: 50,602 shares; 2026Q2: 60,270 shares 60,270 $4.19M 0.13% +9,668 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,860 shares; 2024Q4: 69,393 shares; 2025Q1: 68,418 shares; 2025Q2: 75,844 shares; 2025Q3: 54,218 shares; 2025Q4: 59,203 shares; 2026Q1: 59,175 shares; 2026Q2: 59,761 shares 59,761 $4.15M 0.13% +586 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,700 shares; 2024Q4: 11,080 shares; 2025Q1: 7,444 shares; 2025Q2: 8,823 shares; 2025Q3: 20,384 shares; 2025Q4: 21,480 shares; 2026Q1: 23,875 shares; 2026Q2: 22,292 shares 22,292 $4.03M 0.13% -1,583 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: 9,038 shares; 2024Q4: 9,309 shares; 2025Q1: 6,789 shares; 2025Q2: 5,794 shares; 2025Q3: 6,172 shares; 2025Q4: 5,977 shares; 2026Q1: 6,804 shares; 2026Q2: 6,879 shares 6,879 $4M 0.13% +75 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: 24,148 shares; 2024Q4: 31,584 shares; 2025Q1: 33,491 shares; 2025Q2: 30,052 shares; 2025Q3: 28,359 shares; 2025Q4: 29,182 shares; 2026Q1: 30,417 shares; 2026Q2: 25,150 shares 25,150 $3.99M 0.13% -5,267 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,650 shares; 2024Q4: 31,744 shares; 2025Q1: 33,625 shares; 2025Q2: 32,381 shares; 2025Q3: 51,948 shares; 2025Q4: 50,847 shares; 2026Q1: 51,461 shares; 2026Q2: 50,382 shares 50,382 $3.94M 0.12% -1,079 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,062,621 shares; 2024Q4: 2,123,232 shares; 2025Q1: 1,997,817 shares; 2025Q2: 1,497,072 shares; 2025Q3: 678,798 shares; 2025Q4: 364,026 shares; 2026Q1: 143,454 shares; 2026Q2: 142,393 shares 142,393 $3.92M 0.12% -1,061 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: 3,393 shares; 2024Q4: 16,953 shares; 2025Q1: 7,447 shares; 2025Q2: 50,889 shares; 2025Q3: 59,045 shares; 2025Q4: 23,346 shares; 2026Q1: 4,604 shares; 2026Q2: 23,845 shares 23,845 $3.85M 0.12% +19,241 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,679 shares; 2024Q4: 33,569 shares; 2025Q1: 34,018 shares; 2025Q2: 30,299 shares; 2025Q3: 35,399 shares; 2025Q4: 34,491 shares; 2026Q1: 30,911 shares; 2026Q2: 25,418 shares 25,418 $3.85M 0.12% -5,493 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,204 shares; 2024Q4: 2,284 shares; 2025Q1: 14,051 shares; 2025Q2: 18,578 shares; 2025Q3: 36,552 shares; 2025Q4: 40,898 shares; 2026Q1: 47,035 shares; 2026Q2: 46,780 shares 46,780 $3.84M 0.12% -255 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: 11,976 shares; 2024Q4: 17,489 shares; 2025Q1: 15,842 shares; 2025Q2: 14,537 shares; 2025Q3: 17,355 shares; 2025Q4: 15,696 shares; 2026Q1: 16,893 shares; 2026Q2: 20,189 shares 20,189 $3.74M 0.12% +3,296 Timeline WLDR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,127 shares; 2024Q4: 64,133 shares; 2025Q1: 83,025 shares; 2025Q2: 81,896 shares; 2025Q3: 80,704 shares; 2025Q4: 77,856 shares; 2026Q1: 79,750 shares; 2026Q2: 80,077 shares 80,077 $3.72M 0.12% +327 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,740 shares; 2024Q4: 6,869 shares; 2025Q1: 12,295 shares; 2025Q2: 13,032 shares; 2025Q3: 30,997 shares; 2025Q4: 27,442 shares; 2026Q1: 35,100 shares; 2026Q2: 49,001 shares 49,001 $3.68M 0.12% +13,901 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: 18,792 shares; 2024Q4: 19,467 shares; 2025Q1: 16,843 shares; 2025Q2: 16,656 shares; 2025Q3: 16,277 shares; 2025Q4: 16,447 shares; 2026Q1: 14,176 shares; 2026Q2: 14,601 shares 14,601 $3.67M 0.12% +425 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,008 shares; 2024Q4: 101,966 shares; 2025Q1: 92,045 shares; 2025Q2: 91,918 shares; 2025Q3: 90,759 shares; 2025Q4: 86,708 shares; 2026Q1: 77,278 shares; 2026Q2: 66,693 shares 66,693 $3.65M 0.11% -10,585 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,744 shares; 2024Q4: 6,229 shares; 2025Q1: 5,593 shares; 2025Q2: 6,265 shares; 2025Q3: 7,832 shares; 2025Q4: 7,610 shares; 2026Q1: 8,662 shares; 2026Q2: 7,251 shares 7,251 $3.64M 0.11% -1,411 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,061 shares; 2026Q2: 18,885 shares 18,885 $3.58M 0.11% -2,176 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,395 shares; 2024Q4: 37,824 shares; 2025Q1: 70,756 shares; 2025Q2: 100,640 shares; 2025Q3: 119,407 shares; 2025Q4: 143,497 shares; 2026Q1: 144,273 shares; 2026Q2: 153,203 shares 153,203 $3.55M 0.11% +8,930 Timeline FTXL 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: 3,120 shares; 2026Q1: 19,193 shares; 2026Q2: 12,442 shares 12,442 $3.55M 0.11% -6,751 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: 17,392 shares; 2024Q4: 20,918 shares; 2025Q1: 18,943 shares; 2025Q2: 20,318 shares; 2025Q3: 27,406 shares; 2025Q4: 29,711 shares; 2026Q1: 29,900 shares; 2026Q2: 26,123 shares 26,123 $3.54M 0.11% -3,777 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,611 shares; 2024Q4: 276,635 shares; 2025Q1: 58,861 shares; 2025Q2: 58,729 shares; 2025Q3: 56,148 shares; 2025Q4: 54,351 shares; 2026Q1: 55,659 shares; 2026Q2: 54,395 shares 54,395 $3.53M 0.11% -1,264 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,523 shares; 2024Q4: 12,401 shares; 2025Q1: 14,963 shares; 2025Q2: 10,089 shares; 2025Q3: 12,393 shares; 2025Q4: 12,122 shares; 2026Q1: 13,311 shares; 2026Q2: 10,308 shares 10,308 $3.51M 0.11% -3,003 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,460 shares; 2024Q4: 17,179 shares; 2025Q1: 15,937 shares; 2025Q2: 16,122 shares; 2025Q3: 21,505 shares; 2025Q4: 20,475 shares; 2026Q1: 25,914 shares; 2026Q2: 22,374 shares 22,374 $3.51M 0.11% -3,540 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: 15,853 shares; 2024Q4: 18,987 shares; 2025Q1: 14,646 shares; 2025Q2: 14,848 shares; 2025Q3: 39,143 shares; 2025Q4: 38,421 shares; 2026Q1: 39,698 shares; 2026Q2: 37,919 shares 37,919 $3.5M 0.11% -1,779 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: 28,262 shares; 2024Q4: 27,416 shares; 2025Q1: 28,353 shares; 2025Q2: 27,913 shares; 2025Q3: 32,572 shares; 2025Q4: 17,198 shares; 2026Q1: 18,018 shares; 2026Q2: 15,695 shares 15,695 $3.44M 0.11% -2,323 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,805 shares; 2024Q4: 8,654 shares; 2025Q1: 8,475 shares; 2025Q2: 6,324 shares; 2025Q3: 6,866 shares; 2025Q4: 6,166 shares; 2026Q1: 8,568 shares; 2026Q2: 7,957 shares 7,957 $3.43M 0.11% -611 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: 28,068 shares; 2024Q4: 30,783 shares; 2025Q1: 26,747 shares; 2025Q2: 27,630 shares; 2025Q3: 28,901 shares; 2025Q4: 28,905 shares; 2026Q1: 32,547 shares; 2026Q2: 29,206 shares 29,206 $3.43M 0.11% -3,341 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: 1,304 shares; 2025Q1: 1,098 shares; 2025Q2: 1,013 shares; 2025Q3: 1,120 shares; 2025Q4: 1,481 shares; 2026Q1: 2,300 shares; 2026Q2: 1,713 shares 1,713 $3.41M 0.11% -587 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: 22,456 shares; 2024Q4: 27,788 shares; 2025Q1: 26,963 shares; 2025Q2: 22,175 shares; 2025Q3: 21,121 shares; 2025Q4: 21,065 shares; 2026Q1: 19,624 shares; 2026Q2: 15,222 shares 15,222 $3.4M 0.11% -4,402 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: 18,070 shares; 2024Q4: 21,196 shares; 2025Q1: 19,264 shares; 2025Q2: 13,752 shares; 2025Q3: 14,345 shares; 2025Q4: 13,602 shares; 2026Q1: 15,420 shares; 2026Q2: 13,367 shares 13,367 $3.39M 0.11% -2,053 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 17,555 shares; 2025Q4: 42,125 shares; 2026Q1: 59,433 shares; 2026Q2: 66,982 shares 66,982 $3.36M 0.11% +7,549 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,589 shares; 2024Q4: 272,645 shares; 2025Q1: 62,088 shares; 2025Q2: 3,787 shares; 2025Q3: 16,853 shares; 2025Q4: 7,482 shares; 2026Q1: 25,232 shares; 2026Q2: 36,090 shares 36,090 $3.31M 0.1% +10,858 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,809 shares; 2024Q4: 17,388 shares; 2025Q1: 17,259 shares; 2025Q2: 16,761 shares; 2025Q3: 17,143 shares; 2025Q4: 18,524 shares; 2026Q1: 16,979 shares; 2026Q2: 18,340 shares 18,340 $3.29M 0.1% +1,361 Timeline PMBS 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: 19,892 shares; 2025Q3: 34,592 shares; 2025Q4: 48,222 shares; 2026Q1: 59,365 shares; 2026Q2: 66,684 shares 66,684 $3.29M 0.1% +7,319 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,540 shares; 2024Q4: 78,381 shares; 2025Q1: 64,348 shares; 2025Q2: 95,220 shares; 2025Q3: 143,875 shares; 2025Q4: 136,247 shares; 2026Q1: 170,684 shares; 2026Q2: 120,095 shares 120,095 $3.23M 0.1% -50,589 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: 15,535 shares; 2024Q4: 34,933 shares; 2025Q1: 24,600 shares; 2025Q2: 40,520 shares; 2025Q3: 36,381 shares; 2025Q4: 30,967 shares; 2026Q1: 35,766 shares; 2026Q2: 29,810 shares 29,810 $3.19M 0.1% -5,956 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: 44,039 shares; 2024Q4: 9,582 shares; 2025Q1: 43,566 shares; 2025Q2: 38,513 shares; 2025Q3: 47,146 shares; 2025Q4: 49,961 shares; 2026Q1: 21,669 shares; 2026Q2: 36,501 shares 36,501 $3.15M 0.1% +14,832 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,794 shares; 2024Q4: 59,420 shares; 2025Q1: 60,343 shares; 2025Q2: 58,249 shares; 2025Q3: 53,240 shares; 2025Q4: 51,438 shares; 2026Q1: 50,980 shares; 2026Q2: 62,084 shares 62,084 $3.15M 0.1% +11,104 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: 2,472 shares; 2024Q4: 3,026 shares; 2025Q1: 1,901 shares; 2025Q2: 2,875 shares; 2025Q3: 3,206 shares; 2025Q4: 3,604 shares; 2026Q1: 4,064 shares; 2026Q2: 29,242 shares 29,242 $3.14M 0.1% +25,178 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,995 shares; 2024Q4: 95,255 shares; 2025Q1: 74,327 shares; 2025Q2: 68,997 shares; 2025Q3: 64,916 shares; 2025Q4: 44,687 shares; 2026Q1: 39,475 shares; 2026Q2: 30,082 shares 30,082 $3.09M 0.1% -9,393 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,386 shares; 2025Q2: 44,807 shares; 2025Q3: 43,922 shares; 2025Q4: 55,151 shares; 2026Q1: 54,824 shares; 2026Q2: 61,842 shares 61,842 $3.08M 0.1% +7,018 Timeline VONV 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: 205 shares; 2025Q2: 646 shares; 2025Q3: 10,960 shares; 2025Q4: 18,284 shares; 2026Q1: 26,190 shares; 2026Q2: 28,418 shares 28,418 $3.02M 0.1% +2,228 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,120 shares 46,120 $2.97M 0.09% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,147 shares; 2024Q4: 71,113 shares; 2025Q1: 55,306 shares; 2025Q2: 52,130 shares; 2025Q3: 61,406 shares; 2025Q4: 61,597 shares; 2026Q1: 48,857 shares; 2026Q2: 52,137 shares 52,137 $2.97M 0.09% +3,280 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,244 shares; 2024Q4: 8,190 shares; 2025Q1: 8,428 shares; 2025Q2: 8,225 shares; 2025Q3: 8,965 shares; 2025Q4: 8,351 shares; 2026Q1: 9,014 shares; 2026Q2: 25,200 shares 25,200 $2.96M 0.09% +16,186 Timeline SJNK 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: 4,993 shares; 2024Q4: 3,106 shares; 2025Q1: 3,374 shares; 2025Q2: 4,026 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 114,769 shares 114,769 $2.87M 0.09% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,722 shares; 2024Q4: 17,346 shares; 2025Q1: 16,273 shares; 2025Q2: 16,328 shares; 2025Q3: 22,035 shares; 2025Q4: 20,922 shares; 2026Q1: 20,451 shares; 2026Q2: 15,392 shares 15,392 $2.84M 0.09% -5,059 Timeline BBUS 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: 26,316 shares; 2024Q4: 22,199 shares; 2025Q1: 21,793 shares; 2025Q2: 21,595 shares; 2025Q3: 18,796 shares; 2025Q4: 19,150 shares; 2026Q1: 20,560 shares; 2026Q2: 20,984 shares 20,984 $2.83M 0.09% +424 Timeline RWLC ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,453 shares; 2025Q2: 72,869 shares; 2025Q3: 71,410 shares; 2025Q4: 69,347 shares; 2026Q1: 73,237 shares; 2026Q2: 74,722 shares 74,722 $2.8M 0.09% +1,485 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: 4,718 shares; 2024Q4: 6,203 shares; 2025Q1: 6,392 shares; 2025Q2: 6,147 shares; 2025Q3: 6,335 shares; 2025Q4: 6,300 shares; 2026Q1: 6,299 shares; 2026Q2: 6,271 shares 6,271 $2.67M 0.08% -28 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 11,720 shares; 2025Q1: 11,662 shares; 2025Q2: 6,497 shares; 2025Q3: 37,331 shares; 2025Q4: 37,388 shares; 2026Q1: 35,403 shares; 2026Q2: 34,383 shares 34,383 $2.65M 0.08% -1,020 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: 4,017 shares; 2024Q4: 4,595 shares; 2025Q1: 3,538 shares; 2025Q2: 2,367 shares; 2025Q3: 5,893 shares; 2025Q4: 5,518 shares; 2026Q1: 5,267 shares; 2026Q2: 6,436 shares 6,436 $2.62M 0.08% +1,169 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,013 shares; 2024Q4: 10,923 shares; 2025Q1: 8,438 shares; 2025Q2: 8,222 shares; 2025Q3: 28,622 shares; 2025Q4: 22,410 shares; 2026Q1: 12,522 shares; 2026Q2: 17,838 shares 17,838 $2.58M 0.08% +5,316 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 61,215 shares; 2025Q1: 14,266 shares; 2025Q2: 14,229 shares; 2025Q3: 14,295 shares; 2025Q4: 13,892 shares; 2026Q1: 12,452 shares; 2026Q2: 13,863 shares 13,863 $2.56M 0.08% +1,411 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: 22,523 shares; 2024Q4: 13,550 shares; 2025Q1: 12,595 shares; 2025Q2: 12,420 shares; 2025Q3: 14,507 shares; 2025Q4: 24,754 shares; 2026Q1: 24,435 shares; 2026Q2: 18,337 shares 18,337 $2.56M 0.08% -6,098 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,960 shares; 2024Q4: 3,666 shares; 2025Q1: 3,331 shares; 2025Q2: 3,050 shares; 2025Q3: 3,194 shares; 2025Q4: 3,058 shares; 2026Q1: 3,667 shares; 2026Q2: 3,539 shares 3,539 $2.53M 0.08% -128 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: 18,066 shares; 2024Q4: 22,309 shares; 2025Q1: 16,360 shares; 2025Q2: 16,116 shares; 2025Q3: 33,315 shares; 2025Q4: 33,815 shares; 2026Q1: 30,865 shares; 2026Q2: 30,558 shares 30,558 $2.53M 0.08% -307 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,079 shares; 2024Q4: 3,433 shares; 2025Q1: 2,299 shares; 2025Q2: 2,504 shares; 2025Q3: 6,251 shares; 2025Q4: 6,492 shares; 2026Q1: 5,768 shares; 2026Q2: 6,328 shares 6,328 $2.51M 0.08% +560 Timeline EVUS 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: 28,992 shares; 2025Q4: 58,198 shares; 2026Q1: 52,890 shares; 2026Q2: 70,384 shares 70,384 $2.47M 0.08% +17,494 Timeline SMMU 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: 505 shares; 2024Q4: 641 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,984 shares; 2026Q2: 48,266 shares 48,266 $2.44M 0.08% +24,282 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,537 shares; 2024Q4: 51,680 shares; 2025Q1: 28,863 shares; 2025Q2: 113,451 shares; 2025Q3: 124,723 shares; 2025Q4: 129,771 shares; 2026Q1: 123,144 shares; 2026Q2: 102,727 shares 102,727 $2.44M 0.08% -20,417 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,739 shares; 2024Q4: 27,229 shares; 2025Q1: 23,760 shares; 2025Q2: 23,632 shares; 2025Q3: 23,419 shares; 2025Q4: 20,396 shares; 2026Q1: 22,144 shares; 2026Q2: 18,781 shares 18,781 $2.37M 0.07% -3,363 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: 10,048 shares; 2024Q4: 10,641 shares; 2025Q1: 10,235 shares; 2025Q2: 5,526 shares; 2025Q3: 5,682 shares; 2025Q4: 5,364 shares; 2026Q1: 6,335 shares; 2026Q2: 6,221 shares 6,221 $2.32M 0.07% -114 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,791 shares; 2024Q4: 10,206 shares; 2025Q1: 5,630 shares; 2025Q2: 12,468 shares; 2025Q3: 12,967 shares; 2025Q4: 11,706 shares; 2026Q1: 13,643 shares; 2026Q2: 24,500 shares 24,500 $2.32M 0.07% +10,857 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,243 shares; 2024Q4: 1,890 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,794 shares; 2026Q2: 43,432 shares 43,432 $2.28M 0.07% +27,638 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221 shares; 2024Q4: 1,469 shares; 2025Q1: 1,773 shares; 2025Q2: 1,670 shares; 2025Q3: 4,998 shares; 2025Q4: 4,345 shares; 2026Q1: 5,839 shares; 2026Q2: 5,863 shares 5,863 $2.27M 0.07% +24 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,565 shares; 2024Q4: 4,352 shares; 2025Q1: 15,064 shares; 2025Q2: 15,920 shares; 2025Q3: 5,868 shares; 2025Q4: 10,356 shares; 2026Q1: 9,889 shares; 2026Q2: 9,381 shares 9,381 $2.23M 0.07% -508 Timeline PGX 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: 277 shares; 2024Q4: 172 shares; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: not reported; 2025Q4: 161,971 shares; 2026Q1: 161,601 shares; 2026Q2: 202,467 shares 202,467 $2.19M 0.07% +40,866 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,099 shares; 2024Q4: 14,540 shares; 2025Q1: 14,570 shares; 2025Q2: 12,256 shares; 2025Q3: 11,920 shares; 2025Q4: 24,183 shares; 2026Q1: 23,473 shares; 2026Q2: 22,665 shares 22,665 $2.19M 0.07% -808 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,817 shares; 2024Q4: 29,699 shares; 2025Q1: 26,453 shares; 2025Q2: 7,419 shares; 2025Q3: 9,563 shares; 2025Q4: 23,393 shares; 2026Q1: 31,418 shares; 2026Q2: 40,945 shares 40,945 $2.17M 0.07% +9,527 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: 202,721 shares; 2024Q4: 61,258 shares; 2025Q1: 237,076 shares; 2025Q2: 642 shares; 2025Q3: 5,573 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,055 shares 24,055 $2.17M 0.07% new 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: 47,285 shares; 2024Q4: 45,840 shares; 2025Q1: 44,532 shares; 2025Q2: 34,478 shares; 2025Q3: 29,734 shares; 2025Q4: 26,806 shares; 2026Q1: 25,796 shares; 2026Q2: 22,188 shares 22,188 $2.15M 0.07% -3,608 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,852 shares; 2024Q4: 6,015 shares; 2025Q1: 4,176 shares; 2025Q2: 3,557 shares; 2025Q3: 5,858 shares; 2025Q4: 6,751 shares; 2026Q1: 10,860 shares; 2026Q2: 13,715 shares 13,715 $2.11M 0.07% +2,855 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,086 shares; 2024Q4: 58,852 shares; 2025Q1: 60,839 shares; 2025Q2: 74,216 shares; 2025Q3: 75,675 shares; 2025Q4: 62,662 shares; 2026Q1: 65,068 shares; 2026Q2: 67,187 shares 67,187 $2.11M 0.07% +2,119 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: 70,550 shares; 2024Q4: 70,131 shares; 2025Q1: 50,523 shares; 2025Q2: 44,521 shares; 2025Q3: 49,047 shares; 2025Q4: 46,512 shares; 2026Q1: 42,831 shares; 2026Q2: 18,428 shares 18,428 $2.09M 0.07% -24,403 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,670 shares; 2024Q4: 11,603 shares; 2025Q1: 18,779 shares; 2025Q2: 9,446 shares; 2025Q3: 15,672 shares; 2025Q4: 16,739 shares; 2026Q1: 33,936 shares; 2026Q2: 37,878 shares 37,878 $2.07M 0.07% +3,942 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,839 shares; 2024Q4: 10,363 shares; 2025Q1: 10,102 shares; 2025Q2: 10,147 shares; 2025Q3: 9,456 shares; 2025Q4: 9,323 shares; 2026Q1: 8,925 shares; 2026Q2: 24,436 shares 24,436 $2.05M 0.06% +15,511 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: 2,679 shares; 2024Q4: 2,577 shares; 2025Q1: 2,003 shares; 2025Q2: 3,181 shares; 2025Q3: 2,716 shares; 2025Q4: 3,580 shares; 2026Q1: 3,053 shares; 2026Q2: 2,691 shares 2,691 $2.04M 0.06% -362 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,894 shares; 2024Q4: 16,126 shares; 2025Q1: 14,500 shares; 2025Q2: 11,555 shares; 2025Q3: 14,267 shares; 2025Q4: 12,999 shares; 2026Q1: 13,576 shares; 2026Q2: 12,071 shares 12,071 $2.03M 0.06% -1,505 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: 1,520 shares; 2025Q1: 1,361 shares; 2025Q2: 1,346 shares; 2025Q3: 1,333 shares; 2025Q4: 1,356 shares; 2026Q1: 6,556 shares; 2026Q2: 7,744 shares 7,744 $2.02M 0.06% +1,188 Timeline JMSI 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: 101,993 shares; 2024Q4: 93,618 shares; 2025Q1: 73,435 shares; 2025Q2: 63,526 shares; 2025Q3: 66,284 shares; 2025Q4: 52,064 shares; 2026Q1: 47,678 shares; 2026Q2: 39,875 shares 39,875 $2.01M 0.06% -7,803 Timeline EWY 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: 22 shares; 2025Q2: 18,601 shares; 2025Q3: 19,760 shares; 2025Q4: 14,128 shares; 2026Q1: 7,404 shares; 2026Q2: 9,894 shares 9,894 $2M 0.06% +2,490 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,516 shares; 2024Q4: 2,912 shares; 2025Q1: 3,090 shares; 2025Q2: 4,467 shares; 2025Q3: 9,835 shares; 2025Q4: 10,824 shares; 2026Q1: 10,954 shares; 2026Q2: 10,104 shares 10,104 $1.95M 0.06% -850 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,902 shares; 2024Q4: 10,102 shares; 2025Q1: 9,439 shares; 2025Q2: 7,374 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,787 shares; 2026Q2: 77,925 shares 77,925 $1.95M 0.06% +74,138 Timeline EMDM 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: 27,518 shares; 2026Q1: 28,216 shares; 2026Q2: 45,007 shares 45,007 $1.94M 0.06% +16,791 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,922 shares; 2024Q4: 29,289 shares; 2025Q1: 29,878 shares; 2025Q2: 36,966 shares; 2025Q3: 37,589 shares; 2025Q4: 33,105 shares; 2026Q1: 33,416 shares; 2026Q2: 31,257 shares 31,257 $1.94M 0.06% -2,159 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: 10,383 shares; 2024Q4: 13,443 shares; 2025Q1: 13,965 shares; 2025Q2: 12,146 shares; 2025Q3: 11,471 shares; 2025Q4: 11,002 shares; 2026Q1: 11,407 shares; 2026Q2: 15,660 shares 15,660 $1.93M 0.06% +4,253 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,312 shares; 2024Q4: 6,918 shares; 2025Q1: 3,861 shares; 2025Q2: 3,221 shares; 2025Q3: 10,358 shares; 2025Q4: 10,504 shares; 2026Q1: 10,643 shares; 2026Q2: 12,284 shares 12,284 $1.93M 0.06% +1,641 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,228 shares; 2024Q4: 12,124 shares; 2025Q1: 12,740 shares; 2025Q2: 12,472 shares; 2025Q3: 11,790 shares; 2025Q4: 14,496 shares; 2026Q1: 12,889 shares; 2026Q2: 11,639 shares 11,639 $1.9M 0.06% -1,250 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,753 shares; 2024Q4: 2,849 shares; 2025Q1: 1,863 shares; 2025Q2: 2,447 shares; 2025Q3: 1,867 shares; 2025Q4: 15,295 shares; 2026Q1: 17,685 shares; 2026Q2: 26,544 shares 26,544 $1.9M 0.06% +8,859 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: 157,772 shares; 2024Q4: 3,401 shares; 2025Q1: 34,569 shares; 2025Q2: 45,389 shares; 2025Q3: 134,011 shares; 2025Q4: 167,895 shares; 2026Q1: 39,386 shares; 2026Q2: 44,418 shares 44,418 $1.88M 0.06% +5,032 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: 7,687 shares; 2024Q4: 11,936 shares; 2025Q1: 46,933 shares; 2025Q2: 15,116 shares; 2025Q3: 37,758 shares; 2025Q4: 33,956 shares; 2026Q1: 33,990 shares; 2026Q2: 26,335 shares 26,335 $1.88M 0.06% -7,655 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,210 shares; 2024Q4: 3,390 shares; 2025Q1: 2,873 shares; 2025Q2: 3,087 shares; 2025Q3: 3,058 shares; 2025Q4: 7,720 shares; 2026Q1: 9,161 shares; 2026Q2: 7,170 shares 7,170 $1.87M 0.06% -1,991 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: 17,056 shares; 2024Q4: 17,330 shares; 2025Q1: 10,902 shares; 2025Q2: 21,516 shares; 2025Q3: 25,074 shares; 2025Q4: 11,018 shares; 2026Q1: 12,412 shares; 2026Q2: 12,758 shares 12,758 $1.87M 0.06% +346 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447 shares; 2024Q4: 8,749 shares; 2025Q1: 11,222 shares; 2025Q2: 16,717 shares; 2025Q3: 2,575 shares; 2025Q4: not reported; 2026Q1: 18,242 shares; 2026Q2: 22,064 shares 22,064 $1.87M 0.06% +3,822 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,967 shares; 2024Q4: 16,135 shares; 2025Q1: 10,617 shares; 2025Q2: 15,192 shares; 2025Q3: 16,784 shares; 2025Q4: 22,974 shares; 2026Q1: 26,536 shares; 2026Q2: 38,770 shares 38,770 $1.86M 0.06% +12,234 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,698 shares; 2024Q4: 9,438 shares; 2025Q1: 9,762 shares; 2025Q2: 10,581 shares; 2025Q3: 12,284 shares; 2025Q4: 13,205 shares; 2026Q1: 12,698 shares; 2026Q2: 12,636 shares 12,636 $1.84M 0.06% -62 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: 14,662 shares; 2024Q4: 13,107 shares; 2025Q1: 9,765 shares; 2025Q2: 9,057 shares; 2025Q3: 10,107 shares; 2025Q4: 9,247 shares; 2026Q1: 10,102 shares; 2026Q2: 11,064 shares 11,064 $1.83M 0.06% +962 Timeline LDUR 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: 3,826 shares; 2024Q4: 6,435 shares; 2025Q1: 11,417 shares; 2025Q2: 18,567 shares; 2025Q3: 18,170 shares; 2025Q4: 16,508 shares; 2026Q1: 24,270 shares; 2026Q2: 18,983 shares 18,983 $1.81M 0.06% -5,287 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,963 shares; 2024Q4: 1,729 shares; 2025Q1: 334 shares; 2025Q2: 456 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,225 shares; 2026Q2: 1,873 shares 1,873 $1.81M 0.06% -352 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,302 shares; 2024Q4: 35,552 shares; 2025Q1: 36,612 shares; 2025Q2: 39,350 shares; 2025Q3: 42,558 shares; 2025Q4: 45,537 shares; 2026Q1: 43,023 shares; 2026Q2: 70,886 shares 70,886 $1.8M 0.06% +27,863 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,897 shares; 2024Q4: 15,177 shares; 2025Q1: 15,236 shares; 2025Q2: 14,272 shares; 2025Q3: 13,898 shares; 2025Q4: 28,228 shares; 2026Q1: 27,400 shares; 2026Q2: 26,459 shares 26,459 $1.78M 0.06% -941 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: 5,010 shares; 2024Q4: 8,917 shares; 2025Q1: 8,991 shares; 2025Q2: 2,332 shares; 2025Q3: 5,833 shares; 2025Q4: 8,550 shares; 2026Q1: 7,801 shares; 2026Q2: 11,994 shares 11,994 $1.78M 0.06% +4,193 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,347 shares; 2024Q4: 85,684 shares; 2025Q1: 9,368 shares; 2025Q2: 14,875 shares; 2025Q3: 11,889 shares; 2025Q4: 7,511 shares; 2026Q1: 6,564 shares; 2026Q2: 6,496 shares 6,496 $1.78M 0.06% -68 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,385 shares; 2024Q4: 128,886 shares; 2025Q1: 73,807 shares; 2025Q2: 73,427 shares; 2025Q3: 62,107 shares; 2025Q4: 53,954 shares; 2026Q1: 33,216 shares; 2026Q2: 35,178 shares 35,178 $1.78M 0.06% +1,962 Timeline XMHQ 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: 140,679 shares; 2024Q4: 113,379 shares; 2025Q1: 23,273 shares; 2025Q2: 22,485 shares; 2025Q3: 21,565 shares; 2025Q4: 14,839 shares; 2026Q1: 15,377 shares; 2026Q2: 15,640 shares 15,640 $1.77M 0.06% +263 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 1,044 shares; 2025Q1: not reported; 2025Q2: 1,264 shares; 2025Q3: 4,522 shares; 2025Q4: 4,320 shares; 2026Q1: 5,665 shares; 2026Q2: 2,757 shares 2,757 $1.76M 0.06% -2,908 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: 13,411 shares; 2024Q4: 12,480 shares; 2025Q1: 18,120 shares; 2025Q2: 25,590 shares; 2025Q3: 50,683 shares; 2025Q4: 21,641 shares; 2026Q1: 27,049 shares; 2026Q2: 21,239 shares 21,239 $1.76M 0.06% -5,810 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: 1,577 shares; 2024Q4: 7,769 shares; 2025Q1: 8,888 shares; 2025Q2: 10,268 shares; 2025Q3: 21,292 shares; 2025Q4: 8,707 shares; 2026Q1: 8,233 shares; 2026Q2: 7,712 shares 7,712 $1.75M 0.06% -521 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,462 shares; 2024Q4: 2,057 shares; 2025Q1: 1,309 shares; 2025Q2: 2,253 shares; 2025Q3: 2,276 shares; 2025Q4: 2,424 shares; 2026Q1: 7,424 shares; 2026Q2: 14,202 shares 14,202 $1.75M 0.05% +6,778 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 1,928 shares; 2025Q1: 1,442 shares; 2025Q2: 1,831 shares; 2025Q3: 8,131 shares; 2025Q4: 7,845 shares; 2026Q1: 9,937 shares; 2026Q2: 11,547 shares 11,547 $1.75M 0.05% +1,610 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,856 shares; 2024Q4: 49,991 shares; 2025Q1: 66,183 shares; 2025Q2: 75,588 shares; 2025Q3: 74,351 shares; 2025Q4: 65,921 shares; 2026Q1: 57,581 shares; 2026Q2: 65,617 shares 65,617 $1.74M 0.05% +8,036 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 10,509 shares 10,509 $1.74M 0.05% new Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,067,807 shares; 2024Q4: 2,060,103 shares; 2025Q1: 1,981,165 shares; 2025Q2: 1,438,850 shares; 2025Q3: 643,680 shares; 2025Q4: 233,075 shares; 2026Q1: 63,883 shares; 2026Q2: 62,479 shares 62,479 $1.73M 0.05% -1,404 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: 107,715 shares; 2024Q4: 48,223 shares; 2025Q1: 59,774 shares; 2025Q2: 1,083 shares; 2025Q3: 8,229 shares; 2025Q4: 787 shares; 2026Q1: 847 shares; 2026Q2: 5,022 shares 5,022 $1.72M 0.05% +4,175 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 137 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 587 shares; 2026Q1: 575 shares; 2026Q2: 868 shares 868 $1.72M 0.05% +293 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,460 shares; 2024Q4: 1,720 shares; 2025Q1: 1,215 shares; 2025Q2: 1,737 shares; 2025Q3: 4,294 shares; 2025Q4: 4,439 shares; 2026Q1: 4,685 shares; 2026Q2: 4,812 shares 4,812 $1.7M 0.05% +127 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: 19,051 shares; 2026Q2: 18,638 shares 18,638 $1.67M 0.05% -413 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: 2,272 shares; 2024Q4: 10,406 shares; 2025Q1: 9,064 shares; 2025Q2: 31,992 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,942 shares; 2026Q2: 20,353 shares 20,353 $1.67M 0.05% +10,411 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,544 shares; 2024Q4: 58,852 shares; 2025Q1: 61,035 shares; 2025Q2: 78,638 shares; 2025Q3: 82,093 shares; 2025Q4: 85,745 shares; 2026Q1: 91,803 shares; 2026Q2: 115,075 shares 115,075 $1.66M 0.05% +23,272 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,197 shares; 2024Q4: 8,564 shares; 2025Q1: 5,673 shares; 2025Q2: 5,402 shares; 2025Q3: 13,288 shares; 2025Q4: 13,644 shares; 2026Q1: 14,789 shares; 2026Q2: 15,888 shares 15,888 $1.65M 0.05% +1,099 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,554 shares; 2024Q4: 5,211 shares; 2025Q1: 4,764 shares; 2025Q2: 4,714 shares; 2025Q3: 4,971 shares; 2025Q4: 5,307 shares; 2026Q1: 4,610 shares; 2026Q2: 4,783 shares 4,783 $1.63M 0.05% +173 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,626 shares; 2024Q4: 6,532 shares; 2025Q1: 6,342 shares; 2025Q2: 1,387 shares; 2025Q3: 1,451 shares; 2025Q4: 1,438 shares; 2026Q1: 1,302 shares; 2026Q2: 1,608 shares 1,608 $1.63M 0.05% +306 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,782 shares; 2024Q4: 18,250 shares; 2025Q1: 19,603 shares; 2025Q2: 12,762 shares; 2025Q3: 19,325 shares; 2025Q4: 21,249 shares; 2026Q1: 22,347 shares; 2026Q2: 20,189 shares 20,189 $1.61M 0.05% -2,158 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,943 shares; 2024Q4: 21,704 shares; 2025Q1: 13,425 shares; 2025Q2: 15,247 shares; 2025Q3: 15,395 shares; 2025Q4: 15,002 shares; 2026Q1: 20,168 shares; 2026Q2: 22,361 shares 22,361 $1.61M 0.05% +2,193 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,456 shares 21,456 $1.61M 0.05% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,758 shares; 2024Q4: 7,161 shares; 2025Q1: 7,190 shares; 2025Q2: 6,764 shares; 2025Q3: 6,531 shares; 2025Q4: 6,692 shares; 2026Q1: 6,278 shares; 2026Q2: 5,025 shares 5,025 $1.6M 0.05% -1,253 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,829 shares; 2024Q4: 14,251 shares; 2025Q1: 13,790 shares; 2025Q2: 13,888 shares; 2025Q3: 13,961 shares; 2025Q4: 13,664 shares; 2026Q1: 13,583 shares; 2026Q2: 17,937 shares 17,937 $1.59M 0.05% +4,354 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,819 shares; 2024Q4: 5,355 shares; 2025Q1: 4,352 shares; 2025Q2: 4,582 shares; 2025Q3: 7,527 shares; 2025Q4: 7,375 shares; 2026Q1: 11,290 shares; 2026Q2: 6,169 shares 6,169 $1.58M 0.05% -5,121 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: 9,802 shares; 2024Q4: 9,366 shares; 2025Q1: 4,135 shares; 2025Q2: 388 shares; 2025Q3: 3,773 shares; 2025Q4: 12,162 shares; 2026Q1: 25,914 shares; 2026Q2: 21,067 shares 21,067 $1.57M 0.05% -4,847 Timeline JBND 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: not reported; 2025Q4: 12,376 shares; 2026Q1: 20,129 shares; 2026Q2: 29,245 shares 29,245 $1.56M 0.05% +9,116 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,166 shares; 2024Q4: 6,274 shares; 2025Q1: 4,483 shares; 2025Q2: 4,737 shares; 2025Q3: 14,048 shares; 2025Q4: 9,751 shares; 2026Q1: 5,293 shares; 2026Q2: 8,869 shares 8,869 $1.56M 0.05% +3,576 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,774 shares; 2024Q4: 23,846 shares; 2025Q1: 23,178 shares; 2025Q2: 21,496 shares; 2025Q3: 20,404 shares; 2025Q4: 17,957 shares; 2026Q1: 18,662 shares; 2026Q2: 17,132 shares 17,132 $1.56M 0.05% -1,530 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,430 shares; 2024Q4: 19,255 shares; 2025Q1: 20,742 shares; 2025Q2: 27,390 shares; 2025Q3: 27,356 shares; 2025Q4: 35,477 shares; 2026Q1: 47,780 shares; 2026Q2: 56,349 shares 56,349 $1.53M 0.05% +8,569 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,567 shares; 2024Q4: 10,604 shares; 2025Q1: 11,768 shares; 2025Q2: 11,371 shares; 2025Q3: 13,511 shares; 2025Q4: 7,383 shares; 2026Q1: 7,612 shares; 2026Q2: 8,068 shares 8,068 $1.53M 0.05% +456 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: 35,806 shares; 2024Q4: 51,160 shares; 2025Q1: 41,953 shares; 2025Q2: 9,672 shares; 2025Q3: 9,561 shares; 2025Q4: 9,917 shares; 2026Q1: 10,992 shares; 2026Q2: 11,907 shares 11,907 $1.53M 0.05% +915 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,467 shares; 2024Q4: 9,125 shares; 2025Q1: 7,285 shares; 2025Q2: 9,741 shares; 2025Q3: 32,780 shares; 2025Q4: 31,303 shares; 2026Q1: 66,728 shares; 2026Q2: 76,319 shares 76,319 $1.52M 0.05% +9,591 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 318 shares; 2025Q1: 246 shares; 2025Q2: 2,225 shares; 2025Q3: 2,562 shares; 2025Q4: 1,691 shares; 2026Q1: 1,357 shares; 2026Q2: 1,985 shares 1,985 $1.5M 0.05% +628 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,753 shares; 2024Q4: 3,466 shares; 2025Q1: 2,956 shares; 2025Q2: 2,401 shares; 2025Q3: 2,623 shares; 2025Q4: 2,668 shares; 2026Q1: 3,911 shares; 2026Q2: 4,772 shares 4,772 $1.5M 0.05% +861 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,326 shares; 2024Q4: 21,029 shares; 2025Q1: 20,217 shares; 2025Q2: 23,852 shares; 2025Q3: 24,953 shares; 2025Q4: 25,588 shares; 2026Q1: 21,837 shares; 2026Q2: 22,653 shares 22,653 $1.5M 0.05% +816 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,603 shares; 2024Q4: 5,750 shares; 2025Q1: 5,787 shares; 2025Q2: 5,232 shares; 2025Q3: 5,686 shares; 2025Q4: 6,106 shares; 2026Q1: 5,596 shares; 2026Q2: 5,146 shares 5,146 $1.5M 0.05% -450 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,131 shares; 2024Q4: 3,323 shares; 2025Q1: 2,905 shares; 2025Q2: 942 shares; 2025Q3: 1,119 shares; 2025Q4: 1,179 shares; 2026Q1: 1,266 shares; 2026Q2: 1,396 shares 1,396 $1.49M 0.05% +130 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,297 shares; 2024Q4: 14,750 shares; 2025Q1: 23,592 shares; 2025Q2: 14,640 shares; 2025Q3: 24,176 shares; 2025Q4: 26,461 shares; 2026Q1: 35,125 shares; 2026Q2: 36,131 shares 36,131 $1.47M 0.05% +1,006 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,606 shares; 2024Q4: 14,602 shares; 2025Q1: 11,344 shares; 2025Q2: 12,634 shares; 2025Q3: 15,696 shares; 2025Q4: 25,771 shares; 2026Q1: 45,073 shares; 2026Q2: 46,022 shares 46,022 $1.46M 0.05% +949 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: 1,748 shares; 2024Q4: 58,460 shares; 2025Q1: 1,644 shares; 2025Q2: 1,340 shares; 2025Q3: 4,365 shares; 2025Q4: 3,802 shares; 2026Q1: 3,475 shares; 2026Q2: 16,878 shares 16,878 $1.45M 0.05% +13,403 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,718 shares; 2024Q4: 10,053 shares; 2025Q1: 9,664 shares; 2025Q2: 9,958 shares; 2025Q3: 12,159 shares; 2025Q4: 12,903 shares; 2026Q1: 13,961 shares; 2026Q2: 21,211 shares 21,211 $1.44M 0.05% +7,250 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: 5,062 shares; 2024Q4: 4,984 shares; 2025Q1: 2,182 shares; 2025Q2: 16,104 shares; 2025Q3: 3,826 shares; 2025Q4: 4,188 shares; 2026Q1: 6,909 shares; 2026Q2: 13,895 shares 13,895 $1.44M 0.05% +6,986 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,673 shares; 2024Q4: 2,355 shares; 2025Q1: 4,367 shares; 2025Q2: 4,326 shares; 2025Q3: 3,779 shares; 2025Q4: 2,635 shares; 2026Q1: 2,584 shares; 2026Q2: 4,277 shares 4,277 $1.43M 0.05% +1,693 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,843 shares; 2024Q4: 11,204 shares; 2025Q1: 10,021 shares; 2025Q2: 9,094 shares; 2025Q3: 9,070 shares; 2025Q4: 8,745 shares; 2026Q1: 7,207 shares; 2026Q2: 7,566 shares 7,566 $1.43M 0.04% +359 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,783 shares; 2024Q4: 8,818 shares; 2025Q1: 8,764 shares; 2025Q2: 15,930 shares; 2025Q3: 10,740 shares; 2025Q4: 11,410 shares; 2026Q1: 20,994 shares; 2026Q2: 107,450 shares 107,450 $1.43M 0.04% +86,456 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: 2,778 shares; 2024Q4: 5,852 shares; 2025Q1: 2,190 shares; 2025Q2: 2,532 shares; 2025Q3: 15,600 shares; 2025Q4: 17,149 shares; 2026Q1: 19,351 shares; 2026Q2: 19,444 shares 19,444 $1.42M 0.04% +93 Timeline AVRE 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: 26,676 shares; 2024Q4: 28,754 shares; 2025Q1: 23,970 shares; 2025Q2: 23,363 shares; 2025Q3: 23,542 shares; 2025Q4: 26,038 shares; 2026Q1: 28,082 shares; 2026Q2: 29,797 shares 29,797 $1.41M 0.04% +1,715 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,248 shares; 2024Q4: 13,105 shares; 2025Q1: 13,852 shares; 2025Q2: 14,266 shares; 2025Q3: 17,475 shares; 2025Q4: 20,731 shares; 2026Q1: 18,341 shares; 2026Q2: 18,604 shares 18,604 $1.41M 0.04% +263 Timeline BDVL 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: 59,879 shares; 2025Q4: 56,807 shares; 2026Q1: 55,439 shares; 2026Q2: 54,136 shares 54,136 $1.41M 0.04% -1,303 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 64,003 shares; 2026Q2: 69,076 shares 69,076 $1.39M 0.04% +5,073 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: 3,475 shares; 2024Q4: 4,121 shares; 2025Q1: 3,865 shares; 2025Q2: 1,256 shares; 2025Q3: 2,477 shares; 2025Q4: 4,985 shares; 2026Q1: 5,358 shares; 2026Q2: 4,985 shares 4,985 $1.39M 0.04% -373 Timeline GQQQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,489 shares; 2025Q3: 12,006 shares; 2025Q4: 36,922 shares; 2026Q1: 38,730 shares; 2026Q2: 38,217 shares 38,217 $1.39M 0.04% -513 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,852 shares; 2024Q4: 6,944 shares; 2025Q1: 7,806 shares; 2025Q2: 8,806 shares; 2025Q3: 14,540 shares; 2025Q4: 16,046 shares; 2026Q1: 15,410 shares; 2026Q2: 17,266 shares 17,266 $1.39M 0.04% +1,856 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,296 shares; 2026Q2: 31,644 shares 31,644 $1.38M 0.04% +14,348 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,541 shares; 2025Q1: 10,384 shares; 2025Q2: 10,400 shares; 2025Q3: 9,843 shares; 2025Q4: 13,316 shares; 2026Q1: 32,496 shares; 2026Q2: 31,185 shares 31,185 $1.37M 0.04% -1,311 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: 7,207 shares; 2024Q4: 11,254 shares; 2025Q1: 6,887 shares; 2025Q2: 7,085 shares; 2025Q3: 15,175 shares; 2025Q4: 13,437 shares; 2026Q1: 13,957 shares; 2026Q2: 14,197 shares 14,197 $1.37M 0.04% +240 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,841 shares; 2024Q4: 14,976 shares; 2025Q1: 14,384 shares; 2025Q2: 13,659 shares; 2025Q3: 11,910 shares; 2025Q4: 12,315 shares; 2026Q1: 12,144 shares; 2026Q2: 10,277 shares 10,277 $1.36M 0.04% -1,867 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,499 shares; 2024Q4: 3,436 shares; 2025Q1: 1,734 shares; 2025Q2: 2,089 shares; 2025Q3: 3,011 shares; 2025Q4: 2,969 shares; 2026Q1: 2,647 shares; 2026Q2: 3,172 shares 3,172 $1.35M 0.04% +525 Timeline AGGA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,989 shares; 2025Q3: 14,008 shares; 2025Q4: 43,051 shares; 2026Q1: 45,160 shares; 2026Q2: 53,693 shares 53,693 $1.35M 0.04% +8,533 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,779 shares; 2024Q4: 86,288 shares; 2025Q1: 4,861 shares; 2025Q2: 5,094 shares; 2025Q3: 5,264 shares; 2025Q4: 4,600 shares; 2026Q1: 4,343 shares; 2026Q2: 4,601 shares 4,601 $1.34M 0.04% +258 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,311 shares; 2024Q4: 1,420 shares; 2025Q1: not reported; 2025Q2: 9,617 shares; 2025Q3: 13,508 shares; 2025Q4: 13,931 shares; 2026Q1: 21,399 shares; 2026Q2: 18,375 shares 18,375 $1.33M 0.04% -3,024 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: 25,096 shares; 2024Q4: 23,183 shares; 2025Q1: 11,600 shares; 2025Q2: 12,238 shares; 2025Q3: 48,385 shares; 2025Q4: 39,141 shares; 2026Q1: 56,402 shares; 2026Q2: 53,401 shares 53,401 $1.31M 0.04% -3,001 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS 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: 16,629 shares; 2026Q2: 19,091 shares 19,091 $1.31M 0.04% +2,462 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 573 shares 573 $1.3M 0.04% new Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,442 shares; 2024Q4: 81,874 shares; 2025Q1: 82,389 shares; 2025Q2: 72,478 shares; 2025Q3: 59,046 shares; 2025Q4: 44,660 shares; 2026Q1: 40,281 shares; 2026Q2: 29,562 shares 29,562 $1.28M 0.04% -10,719 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,784 shares; 2024Q4: 99,060 shares; 2025Q1: 14,023 shares; 2025Q2: 20,743 shares; 2025Q3: 31,901 shares; 2025Q4: 26,792 shares; 2026Q1: 78,536 shares; 2026Q2: 22,272 shares 22,272 $1.28M 0.04% -56,264 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,038 shares; 2024Q4: 9,559 shares; 2025Q1: 8,450 shares; 2025Q2: 8,569 shares; 2025Q3: 10,089 shares; 2025Q4: 10,154 shares; 2026Q1: 14,026 shares; 2026Q2: 11,747 shares 11,747 $1.28M 0.04% -2,279 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,601 shares; 2024Q4: 27,370 shares; 2025Q1: 32,558 shares; 2025Q2: 31,310 shares; 2025Q3: 29,637 shares; 2025Q4: 25,935 shares; 2026Q1: 31,374 shares; 2026Q2: 27,931 shares 27,931 $1.28M 0.04% -3,443 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,359 shares; 2024Q4: 8,347 shares; 2025Q1: not reported; 2025Q2: 23,120 shares; 2025Q3: 49,568 shares; 2025Q4: 23,911 shares; 2026Q1: 28,476 shares; 2026Q2: 37,807 shares 37,807 $1.28M 0.04% +9,331 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: 7,082 shares; 2024Q4: 7,449 shares; 2025Q1: 5,914 shares; 2025Q2: 4,144 shares; 2025Q3: 4,207 shares; 2025Q4: 3,987 shares; 2026Q1: 4,152 shares; 2026Q2: 3,773 shares 3,773 $1.28M 0.04% -379 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,137 shares; 2024Q4: 37,332 shares; 2025Q1: 22,448 shares; 2025Q2: 22,368 shares; 2025Q3: 21,169 shares; 2025Q4: 28,184 shares; 2026Q1: 63,439 shares; 2026Q2: 72,046 shares 72,046 $1.27M 0.04% +8,607 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: 7,163 shares; 2024Q4: 7,373 shares; 2025Q1: 5,609 shares; 2025Q2: 6,095 shares; 2025Q3: 5,875 shares; 2025Q4: 5,529 shares; 2026Q1: 7,412 shares; 2026Q2: 10,203 shares 10,203 $1.27M 0.04% +2,791 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,163 shares; 2024Q4: 19,923 shares; 2025Q1: 30,681 shares; 2025Q2: 33,197 shares; 2025Q3: 27,100 shares; 2025Q4: 32,175 shares; 2026Q1: 33,196 shares; 2026Q2: 29,730 shares 29,730 $1.27M 0.04% -3,466 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,941 shares; 2024Q4: 8,624 shares; 2025Q1: 8,106 shares; 2025Q2: 5,338 shares; 2025Q3: 8,708 shares; 2025Q4: 11,269 shares; 2026Q1: 25,874 shares; 2026Q2: 25,132 shares 25,132 $1.25M 0.04% -742 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,657 shares; 2024Q4: 4,276 shares; 2025Q1: 3,979 shares; 2025Q2: 3,901 shares; 2025Q3: 3,987 shares; 2025Q4: 3,884 shares; 2026Q1: 3,431 shares; 2026Q2: 5,523 shares 5,523 $1.23M 0.04% +2,092 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,582 shares; 2024Q4: 3,232 shares; 2025Q1: 1,846 shares; 2025Q2: 1,210 shares; 2025Q3: 1,228 shares; 2025Q4: 1,188 shares; 2026Q1: 1,281 shares; 2026Q2: 1,313 shares 1,313 $1.23M 0.04% +32 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: 70 shares; 2024Q4: 452 shares; 2025Q1: 297 shares; 2025Q2: 301 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,917 shares; 2026Q2: 16,006 shares 16,006 $1.22M 0.04% +3,089 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,047 shares; 2024Q4: 8,138 shares; 2025Q1: 9,063 shares; 2025Q2: 7,178 shares; 2025Q3: 4,878 shares; 2025Q4: 4,929 shares; 2026Q1: 4,341 shares; 2026Q2: 11,272 shares 11,272 $1.21M 0.04% +6,931 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,979 shares; 2024Q4: 4,718 shares; 2025Q1: 2,733 shares; 2025Q2: 3,176 shares; 2025Q3: 3,419 shares; 2025Q4: 3,167 shares; 2026Q1: 3,214 shares; 2026Q2: 3,428 shares 3,428 $1.21M 0.04% +214 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: 16,923 shares; 2024Q4: 14,415 shares; 2025Q1: 8,357 shares; 2025Q2: 8,329 shares; 2025Q3: 8,277 shares; 2025Q4: 7,033 shares; 2026Q1: 7,212 shares; 2026Q2: 8,195 shares 8,195 $1.2M 0.04% +983 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,652 shares; 2024Q4: 9,749 shares; 2025Q1: 5,910 shares; 2025Q2: 6,944 shares; 2025Q3: 7,330 shares; 2025Q4: 9,184 shares; 2026Q1: 15,119 shares; 2026Q2: 16,656 shares 16,656 $1.2M 0.04% +1,537 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,448 shares; 2025Q1: 731 shares; 2025Q2: 894 shares; 2025Q3: 836 shares; 2025Q4: 1,032 shares; 2026Q1: 892 shares; 2026Q2: 1,018 shares 1,018 $1.2M 0.04% +126 Timeline JCPB 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: 22,227 shares; 2024Q4: 20,761 shares; 2025Q1: 23,242 shares; 2025Q2: 23,667 shares; 2025Q3: 20,497 shares; 2025Q4: 18,776 shares; 2026Q1: 22,144 shares; 2026Q2: 25,441 shares 25,441 $1.19M 0.04% +3,297 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: 12,648 shares; 2024Q4: 11,730 shares; 2025Q1: 7,968 shares; 2025Q2: 15,626 shares; 2025Q3: 17,859 shares; 2025Q4: 15,658 shares; 2026Q1: 15,314 shares; 2026Q2: 15,697 shares 15,697 $1.19M 0.04% +383 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,741 shares; 2024Q4: 2,086 shares; 2025Q1: 1,973 shares; 2025Q2: 1,833 shares; 2025Q3: 1,776 shares; 2025Q4: 1,744 shares; 2026Q1: 2,009 shares; 2026Q2: 5,178 shares 5,178 $1.19M 0.04% +3,169 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 2,919 shares; 2025Q1: 1,236 shares; 2025Q2: 4,855 shares; 2025Q3: 5,764 shares; 2025Q4: 911 shares; 2026Q1: 1,176 shares; 2026Q2: 3,074 shares 3,074 $1.18M 0.04% +1,898 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,987 shares; 2024Q4: 4,883 shares; 2025Q1: 4,394 shares; 2025Q2: 4,365 shares; 2025Q3: 4,191 shares; 2025Q4: 4,272 shares; 2026Q1: 4,982 shares; 2026Q2: 3,423 shares 3,423 $1.18M 0.04% -1,559 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,996 shares; 2024Q4: 2,498 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,956 shares 15,956 $1.18M 0.04% new Timeline IYZ 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: 24,544 shares; 2026Q2: 27,647 shares 27,647 $1.17M 0.04% +3,103 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,231 shares; 2024Q4: 5,795 shares; 2025Q1: 6,265 shares; 2025Q2: 4,675 shares; 2025Q3: 2,243 shares; 2025Q4: 4,116 shares; 2026Q1: 19,497 shares; 2026Q2: 22,628 shares 22,628 $1.15M 0.04% +3,131 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: 12,352 shares; 2024Q4: 11,508 shares; 2025Q1: 10,178 shares; 2025Q2: 7,683 shares; 2025Q3: 4,635 shares; 2025Q4: 3,092 shares; 2026Q1: 2,577 shares; 2026Q2: 2,747 shares 2,747 $1.14M 0.04% +170 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: 6,984 shares; 2024Q4: 12,253 shares; 2025Q1: 6,217 shares; 2025Q2: 5,292 shares; 2025Q3: 5,021 shares; 2025Q4: 4,663 shares; 2026Q1: 5,621 shares; 2026Q2: 5,442 shares 5,442 $1.14M 0.04% -179 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199 shares; 2024Q4: 229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,586 shares; 2026Q1: 17,189 shares; 2026Q2: 23,006 shares 23,006 $1.13M 0.04% +5,817 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469 shares; 2024Q4: 317 shares; 2025Q1: 163 shares; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,338 shares; 2026Q2: 1,809 shares 1,809 $1.13M 0.04% -529 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,097 shares; 2024Q4: 23,566 shares; 2025Q1: 21,575 shares; 2025Q2: 21,647 shares; 2025Q3: 21,303 shares; 2025Q4: 20,746 shares; 2026Q1: 21,558 shares; 2026Q2: 21,943 shares 21,943 $1.13M 0.04% +385 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,893 shares; 2024Q4: 5,029 shares; 2025Q1: 133 shares; 2025Q2: 6,278 shares; 2025Q3: 6,277 shares; 2025Q4: 17,323 shares; 2026Q1: 21,821 shares; 2026Q2: 23,937 shares 23,937 $1.11M 0.03% +2,116 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,986 shares; 2026Q1: 17,844 shares; 2026Q2: 18,370 shares 18,370 $1.1M 0.03% +526 Timeline HYS 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: 11,421 shares; 2024Q4: 10,385 shares; 2025Q1: 10,164 shares; 2025Q2: 10,269 shares; 2025Q3: 10,466 shares; 2025Q4: 11,787 shares; 2026Q1: 12,521 shares; 2026Q2: 11,805 shares 11,805 $1.1M 0.03% -716 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,316 shares; 2024Q4: 17,042 shares; 2025Q1: 21,430 shares; 2025Q2: 11,233 shares; 2025Q3: 14,820 shares; 2025Q4: 24,800 shares; 2026Q1: 34,495 shares; 2026Q2: 24,350 shares 24,350 $1.1M 0.03% -10,145 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: 26,761 shares; 2024Q4: 21,763 shares; 2025Q1: 16,950 shares; 2025Q2: 11,561 shares; 2025Q3: 15,579 shares; 2025Q4: 12,901 shares; 2026Q1: 12,993 shares; 2026Q2: 13,527 shares 13,527 $1.1M 0.03% +534 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: 5,952 shares; 2024Q4: 6,495 shares; 2025Q1: 4,035 shares; 2025Q2: 3,707 shares; 2025Q3: 3,825 shares; 2025Q4: 3,769 shares; 2026Q1: 4,053 shares; 2026Q2: 3,900 shares 3,900 $1.1M 0.03% -153 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,615 shares; 2024Q4: 2,970 shares; 2025Q1: 3,663 shares; 2025Q2: 3,584 shares; 2025Q3: 3,485 shares; 2025Q4: 3,450 shares; 2026Q1: 2,601 shares; 2026Q2: 2,414 shares 2,414 $1.09M 0.03% -187 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,394 shares; 2025Q1: 1,097 shares; 2025Q2: 1,251 shares; 2025Q3: 4,004 shares; 2025Q4: 3,759 shares; 2026Q1: 3,940 shares; 2026Q2: 3,725 shares 3,725 $1.09M 0.03% -215 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,184 shares 4,184 $1.09M 0.03% new 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: 5,210 shares; 2024Q4: 6,422 shares; 2025Q1: 4,135 shares; 2025Q2: 3,859 shares; 2025Q3: 3,470 shares; 2025Q4: not reported; 2026Q1: 4,568 shares; 2026Q2: 8,343 shares 8,343 $1.09M 0.03% +3,775 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,127 shares; 2024Q4: 2,796 shares; 2025Q1: 2,126 shares; 2025Q2: 2,031 shares; 2025Q3: 1,785 shares; 2025Q4: 2,093 shares; 2026Q1: 2,029 shares; 2026Q2: 2,100 shares 2,100 $1.09M 0.03% +71 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,989 shares; 2024Q4: 3,456 shares; 2025Q1: 3,395 shares; 2025Q2: 3,327 shares; 2025Q3: 5,543 shares; 2025Q4: 5,510 shares; 2026Q1: 5,173 shares; 2026Q2: 5,564 shares 5,564 $1.08M 0.03% +391 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,993 shares; 2024Q4: 2,768 shares; 2025Q1: 2,194 shares; 2025Q2: 2,086 shares; 2025Q3: 2,164 shares; 2025Q4: 11,700 shares; 2026Q1: 11,167 shares; 2026Q2: 10,879 shares 10,879 $1.08M 0.03% -288 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,777 shares; 2024Q4: 2,257 shares; 2025Q1: 1,722 shares; 2025Q2: 1,967 shares; 2025Q3: 1,630 shares; 2025Q4: 1,619 shares; 2026Q1: 1,199 shares; 2026Q2: 1,101 shares 1,101 $1.08M 0.03% -98 Timeline VONG 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: 10,738 shares; 2024Q4: 13,149 shares; 2025Q1: 15 shares; 2025Q2: 403 shares; 2025Q3: 8,786 shares; 2025Q4: 6,538 shares; 2026Q1: 6,038 shares; 2026Q2: 8,394 shares 8,394 $1.07M 0.03% +2,356 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,172 shares; 2024Q4: 31,298 shares; 2025Q1: 28,343 shares; 2025Q2: 24,274 shares; 2025Q3: 37,490 shares; 2025Q4: 39,439 shares; 2026Q1: 36,624 shares; 2026Q2: 50,088 shares 50,088 $1.07M 0.03% +13,464 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,741 shares; 2024Q4: 36,421 shares; 2025Q1: 44,038 shares; 2025Q2: 14,309 shares; 2025Q3: 15,042 shares; 2025Q4: 15,326 shares; 2026Q1: 24,423 shares; 2026Q2: 27,483 shares 27,483 $1.07M 0.03% +3,060 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415 shares; 2024Q4: 7,226 shares; 2025Q1: 7,083 shares; 2025Q2: 7,150 shares; 2025Q3: 7,052 shares; 2025Q4: 8,938 shares; 2026Q1: 11,030 shares; 2026Q2: 9,729 shares 9,729 $1.06M 0.03% -1,301 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 479 shares; 2026Q2: 4,680 shares 4,680 $1.06M 0.03% +4,201 Timeline LCTD 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: 242 shares; 2024Q4: 5,489 shares; 2025Q1: 9,926 shares; 2025Q2: 14,326 shares; 2025Q3: 15,504 shares; 2025Q4: 14,007 shares; 2026Q1: 16,122 shares; 2026Q2: 18,452 shares 18,452 $1.06M 0.03% +2,330 Timeline FLRN 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: 51,822 shares; 2024Q4: 94 shares; 2025Q1: 87 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 25,560 shares; 2026Q1: 26,727 shares; 2026Q2: 34,270 shares 34,270 $1.06M 0.03% +7,543 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: 48,567 shares; 2024Q4: 47,287 shares; 2025Q1: 30,348 shares; 2025Q2: 29,903 shares; 2025Q3: 27,747 shares; 2025Q4: 17,945 shares; 2026Q1: 17,582 shares; 2026Q2: 17,592 shares 17,592 $1.05M 0.03% +10 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: 1,024 shares; 2024Q4: 3,757 shares; 2025Q1: 1,484 shares; 2025Q2: 2,673 shares; 2025Q3: 2,808 shares; 2025Q4: not reported; 2026Q1: 2,833 shares; 2026Q2: 3,516 shares 3,516 $1.05M 0.03% +683 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: 3,666 shares; 2024Q4: 2,344 shares; 2025Q1: 3,359 shares; 2025Q2: 6,290 shares; 2025Q3: 7,835 shares; 2025Q4: 8,781 shares; 2026Q1: 11,832 shares; 2026Q2: 12,583 shares 12,583 $1.04M 0.03% +751 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,482 shares; 2024Q4: 2,488 shares; 2025Q1: 746 shares; 2025Q2: 2,586 shares; 2025Q3: 7,320 shares; 2025Q4: 7,161 shares; 2026Q1: 7,710 shares; 2026Q2: 7,279 shares 7,279 $1.04M 0.03% -431 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,502 shares; 2024Q4: 21,905 shares; 2025Q1: 20,021 shares; 2025Q2: 23,159 shares; 2025Q3: 23,142 shares; 2025Q4: 26,733 shares; 2026Q1: 31,014 shares; 2026Q2: 33,110 shares 33,110 $1.04M 0.03% +2,096 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,025 shares; 2024Q4: 11,015 shares; 2025Q1: 14,576 shares; 2025Q2: 13,239 shares; 2025Q3: 13,405 shares; 2025Q4: 9,851 shares; 2026Q1: 8,539 shares; 2026Q2: 8,840 shares 8,840 $1.03M 0.03% +301 Timeline ALTL 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: 19,337 shares; 2024Q4: 19,062 shares; 2025Q1: 22,931 shares; 2025Q2: 24,452 shares; 2025Q3: 23,404 shares; 2025Q4: 20,120 shares; 2026Q1: 19,938 shares; 2026Q2: 20,069 shares 20,069 $1.03M 0.03% +131 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,609 shares; 2024Q4: 1,541 shares; 2025Q1: not reported; 2025Q2: 768 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,363 shares; 2026Q2: 5,893 shares 5,893 $1.03M 0.03% +1,530 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882 shares; 2024Q4: 710 shares; 2025Q1: 364 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 357 shares; 2026Q1: 286 shares; 2026Q2: 3,342 shares 3,342 $1.01M 0.03% +3,056 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: 362 shares; 2024Q4: 684 shares; 2025Q1: 144 shares; 2025Q2: 133 shares; 2025Q3: 13,126 shares; 2025Q4: 12,286 shares; 2026Q1: 13,051 shares; 2026Q2: 12,366 shares 12,366 $1.01M 0.03% -685 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 77 shares; 2025Q1: 5,631 shares; 2025Q2: 6,015 shares; 2025Q3: 4,909 shares; 2025Q4: 894 shares; 2026Q1: 122 shares; 2026Q2: 5,789 shares 5,789 $1M 0.03% +5,667 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,558 shares; 2024Q4: 4,360 shares; 2025Q1: 2,407 shares; 2025Q2: 4,602 shares; 2025Q3: 4,582 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,546 shares 21,546 $1M 0.03% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,880 shares; 2024Q4: 5,982 shares; 2025Q1: 4,734 shares; 2025Q2: 2,935 shares; 2025Q3: 2,474 shares; 2025Q4: 2,366 shares; 2026Q1: 2,223 shares; 2026Q2: 1,948 shares 1,948 $1M 0.03% -275 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: 3 shares; 2024Q4: 9,318 shares; 2025Q1: 9,284 shares; 2025Q2: 10,024 shares; 2025Q3: 9,865 shares; 2025Q4: 9,147 shares; 2026Q1: 9,136 shares; 2026Q2: 9,066 shares 9,066 $1M 0.03% -70 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,869 shares; 2024Q4: 2,781 shares; 2025Q1: 1,960 shares; 2025Q2: 2,047 shares; 2025Q3: 2,941 shares; 2025Q4: 2,541 shares; 2026Q1: 2,581 shares; 2026Q2: 2,746 shares 2,746 $995K 0.03% +165 Timeline FCTR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,994 shares; 2024Q4: 24,987 shares; 2025Q1: 29,046 shares; 2025Q2: 30,482 shares; 2025Q3: 27,932 shares; 2025Q4: 24,302 shares; 2026Q1: 24,127 shares; 2026Q2: 24,306 shares 24,306 $992K 0.03% +179 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD 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: 40,314 shares; 2025Q4: 88,492 shares; 2026Q1: 110,379 shares; 2026Q2: 130,241 shares 130,241 $991K 0.03% +19,862 Timeline PAMC 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: 18,079 shares; 2024Q4: 17,549 shares; 2025Q1: 20,609 shares; 2025Q2: 21,808 shares; 2025Q3: 20,330 shares; 2025Q4: 17,683 shares; 2026Q1: 17,571 shares; 2026Q2: 17,674 shares 17,674 $980K 0.03% +103 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,178 shares; 2025Q1: not reported; 2025Q2: 3,383 shares; 2025Q3: 4,333 shares; 2025Q4: 4,097 shares; 2026Q1: 6,732 shares; 2026Q2: 3,538 shares 3,538 $977K 0.03% -3,194 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,123 shares; 2024Q4: 19,849 shares; 2025Q1: 16,833 shares; 2025Q2: 17,529 shares; 2025Q3: 17,310 shares; 2025Q4: 17,004 shares; 2026Q1: 16,833 shares; 2026Q2: 17,444 shares 17,444 $968K 0.03% +611 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,578 shares; 2024Q4: 94,767 shares; 2025Q1: 13,286 shares; 2025Q2: 2,075 shares; 2025Q3: 5,544 shares; 2025Q4: 5,161 shares; 2026Q1: 7,920 shares; 2026Q2: 8,075 shares 8,075 $961K 0.03% +155 Timeline SPSB 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: 89,794 shares; 2024Q4: 74,564 shares; 2025Q1: 61,987 shares; 2025Q2: 58,699 shares; 2025Q3: 59,588 shares; 2025Q4: 48,811 shares; 2026Q1: 33,477 shares; 2026Q2: 31,903 shares 31,903 $957K 0.03% -1,574 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,648 shares; 2024Q4: 5,111 shares; 2025Q1: 3,049 shares; 2025Q2: 3,418 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,723 shares; 2026Q2: 2,283 shares 2,283 $950K 0.03% +560 Timeline FTSM 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: 36,588 shares; 2024Q4: 36,045 shares; 2025Q1: 35,928 shares; 2025Q2: 29,255 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,055 shares; 2026Q2: 15,904 shares 15,904 $950K 0.03% +1,849 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 861 shares; 2025Q1: 499 shares; 2025Q2: 507 shares; 2025Q3: 929 shares; 2025Q4: 978 shares; 2026Q1: 920 shares; 2026Q2: 978 shares 978 $941K 0.03% +58 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,344 shares; 2024Q4: 4,749 shares; 2025Q1: 5,352 shares; 2025Q2: 5,258 shares; 2025Q3: 9,017 shares; 2025Q4: 8,998 shares; 2026Q1: 30,726 shares; 2026Q2: 41,224 shares 41,224 $939K 0.03% +10,498 Timeline PGHY 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: 33,359 shares; 2024Q4: 38,807 shares; 2025Q1: 42,712 shares; 2025Q2: 41,999 shares; 2025Q3: 46,939 shares; 2025Q4: 46,906 shares; 2026Q1: 43,952 shares; 2026Q2: 47,468 shares 47,468 $935K 0.03% +3,516 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,615 shares; 2025Q1: 5,268 shares; 2025Q2: 2,840 shares; 2025Q3: 3,453 shares; 2025Q4: 3,444 shares; 2026Q1: 4,989 shares; 2026Q2: 5,474 shares 5,474 $930K 0.03% +485 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 966 shares; 2025Q1: 556 shares; 2025Q2: 536 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,918 shares; 2026Q2: 2,795 shares 2,795 $927K 0.03% -123 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,314 shares; 2024Q4: 13,878 shares; 2025Q1: 14,147 shares; 2025Q2: 12,407 shares; 2025Q3: 12,605 shares; 2025Q4: 11,955 shares; 2026Q1: 11,493 shares; 2026Q2: 11,537 shares 11,537 $920K 0.03% +44 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 183 shares; 2025Q1: not reported; 2025Q2: 243 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 1,148 shares 1,148 $913K 0.03% +923 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,069 shares; 2024Q4: 8,039 shares; 2025Q1: 15,927 shares; 2025Q2: 17,596 shares; 2025Q3: 17,267 shares; 2025Q4: 16,156 shares; 2026Q1: 16,110 shares; 2026Q2: 18,104 shares 18,104 $912K 0.03% +1,994 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181 shares; 2024Q4: 843 shares; 2025Q1: 837 shares; 2025Q2: 1,307 shares; 2025Q3: not reported; 2025Q4: 3,475 shares; 2026Q1: 4,730 shares; 2026Q2: 4,398 shares 4,398 $910K 0.03% -332 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,157 shares; 2024Q4: 30,578 shares; 2025Q1: 30,583 shares; 2025Q2: 32,354 shares; 2025Q3: 32,994 shares; 2025Q4: 32,323 shares; 2026Q1: 30,067 shares; 2026Q2: 22,707 shares 22,707 $906K 0.03% -7,360 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,298 shares; 2024Q4: 4,139 shares; 2025Q1: 2,177 shares; 2025Q2: 2,986 shares; 2025Q3: 5,150 shares; 2025Q4: 5,455 shares; 2026Q1: 13,382 shares; 2026Q2: 15,788 shares 15,788 $890K 0.03% +2,406 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,240 shares; 2024Q4: 31,822 shares; 2025Q1: 32,140 shares; 2025Q2: 22,627 shares; 2025Q3: 22,590 shares; 2025Q4: 28,104 shares; 2026Q1: 33,208 shares; 2026Q2: 33,035 shares 33,035 $886K 0.03% -173 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: 1,632 shares; 2024Q4: 2,292 shares; 2025Q1: 1,970 shares; 2025Q2: 2,016 shares; 2025Q3: 7,238 shares; 2025Q4: 6,001 shares; 2026Q1: 5,990 shares; 2026Q2: 4,028 shares 4,028 $878K 0.03% -1,962 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: 18,467 shares; 2024Q4: 17,572 shares; 2025Q1: 53,207 shares; 2025Q2: 21,089 shares; 2025Q3: 20,074 shares; 2025Q4: 11,591 shares; 2026Q1: 13,029 shares; 2026Q2: 11,940 shares 11,940 $877K 0.03% -1,089 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,285 shares; 2024Q4: 4,802 shares; 2025Q1: 3,162 shares; 2025Q2: 3,102 shares; 2025Q3: 3,320 shares; 2025Q4: 3,411 shares; 2026Q1: 3,308 shares; 2026Q2: 3,239 shares 3,239 $876K 0.03% -69 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,367 shares; 2024Q4: 5,193 shares; 2025Q1: 6,115 shares; 2025Q2: 7,667 shares; 2025Q3: 41,534 shares; 2025Q4: 17,335 shares; 2026Q1: 22,679 shares; 2026Q2: 16,604 shares 16,604 $869K 0.03% -6,075 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,197 shares; 2024Q4: 3,245 shares; 2025Q1: 2,311 shares; 2025Q2: 2,054 shares; 2025Q3: 2,009 shares; 2025Q4: 2,155 shares; 2026Q1: 2,235 shares; 2026Q2: 2,185 shares 2,185 $868K 0.03% -50 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,035 shares; 2024Q4: 9,582 shares; 2025Q1: 6,794 shares; 2025Q2: 12,392 shares; 2025Q3: 8,822 shares; 2025Q4: 9,982 shares; 2026Q1: 14,639 shares; 2026Q2: 13,377 shares 13,377 $862K 0.03% -1,262 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,736 shares; 2025Q2: 12,138 shares; 2025Q3: 8,037 shares; 2025Q4: 10,426 shares; 2026Q1: 14,217 shares; 2026Q2: 29,875 shares 29,875 $861K 0.03% +15,658 Timeline HBCP HOMEBANCORP INC More: the full row for HOMEBANCORP 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: 12,532 shares 12,532 $859K 0.03% new 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: 45,402 shares; 2024Q4: 28,144 shares; 2025Q1: 17,478 shares; 2025Q2: 20,539 shares; 2025Q3: 26,907 shares; 2025Q4: 16,273 shares; 2026Q1: 20,264 shares; 2026Q2: 20,206 shares 20,206 $856K 0.03% -58 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 2,756 shares; 2026Q1: 14,554 shares; 2026Q2: 10,998 shares 10,998 $855K 0.03% -3,556 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: 45 shares; 2024Q4: 43 shares; 2025Q1: not reported; 2025Q2: 938 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,158 shares 2,158 $851K 0.03% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,949 shares; 2024Q4: 12,435 shares; 2025Q1: 11,423 shares; 2025Q2: 11,004 shares; 2025Q3: 10,836 shares; 2025Q4: 13,631 shares; 2026Q1: 16,697 shares; 2026Q2: 9,820 shares 9,820 $851K 0.03% -6,877 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,672 shares 26,672 $850K 0.03% new Timeline FTCB 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: 19,821 shares; 2025Q1: 26,342 shares; 2025Q2: 32,325 shares; 2025Q3: 34,308 shares; 2025Q4: 40,064 shares; 2026Q1: 38,071 shares; 2026Q2: 40,595 shares 40,595 $847K 0.03% +2,524 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035 shares; 2024Q4: 1,171 shares; 2025Q1: 7,003 shares; 2025Q2: 9,141 shares; 2025Q3: 2,283 shares; 2025Q4: 1,635 shares; 2026Q1: 2,885 shares; 2026Q2: 3,148 shares 3,148 $846K 0.03% +263 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: 33,357 shares; 2024Q4: 71,946 shares; 2025Q1: 4,847 shares; 2025Q2: 7,636 shares; 2025Q3: 8,300 shares; 2025Q4: 5,154 shares; 2026Q1: 5,796 shares; 2026Q2: 8,733 shares 8,733 $842K 0.03% +2,937 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,803 shares; 2026Q2: 1,051 shares 1,051 $839K 0.03% -752 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,744 shares; 2024Q4: 20,763 shares; 2025Q1: 11,940 shares; 2025Q2: 18,041 shares; 2025Q3: 29,633 shares; 2025Q4: 23,002 shares; 2026Q1: 32,384 shares; 2026Q2: 34,730 shares 34,730 $836K 0.03% +2,346 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,178 shares; 2024Q4: 15,229 shares; 2025Q1: 15,510 shares; 2025Q2: 18,611 shares; 2025Q3: 18,850 shares; 2025Q4: 20,100 shares; 2026Q1: 18,633 shares; 2026Q2: 17,507 shares 17,507 $835K 0.03% -1,126 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: 5,124 shares; 2024Q4: 4,675 shares; 2025Q1: 4,069 shares; 2025Q2: 5,912 shares; 2025Q3: 9,140 shares; 2025Q4: 9,853 shares; 2026Q1: 8,969 shares; 2026Q2: 10,017 shares 10,017 $826K 0.03% +1,048 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 831 shares; 2024Q4: 843 shares; 2025Q1: 8,010 shares; 2025Q2: 1,665 shares; 2025Q3: 7,152 shares; 2025Q4: 13,728 shares; 2026Q1: 16,991 shares; 2026Q2: 17,249 shares 17,249 $824K 0.03% +258 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: 139,039 shares; 2024Q4: 143,852 shares; 2025Q1: 6,235 shares; 2025Q2: 6,658 shares; 2025Q3: 7,160 shares; 2025Q4: 14,774 shares; 2026Q1: 15,376 shares; 2026Q2: 13,344 shares 13,344 $811K 0.03% -2,032 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,530 shares; 2024Q4: 9,366 shares; 2025Q1: 3,639 shares; 2025Q2: 3,415 shares; 2025Q3: 4,821 shares; 2025Q4: 13,559 shares; 2026Q1: 12,728 shares; 2026Q2: 12,012 shares 12,012 $809K 0.03% -716 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,506 shares; 2024Q4: 2,642 shares; 2025Q1: 2,080 shares; 2025Q2: 1,642 shares; 2025Q3: 3,435 shares; 2025Q4: 3,138 shares; 2026Q1: 3,014 shares; 2026Q2: 2,829 shares 2,829 $801K 0.03% -185 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,288 shares; 2024Q4: 11,338 shares; 2025Q1: 8,307 shares; 2025Q2: 6,437 shares; 2025Q3: 6,413 shares; 2025Q4: 6,251 shares; 2026Q1: 6,357 shares; 2026Q2: 5,719 shares 5,719 $800K 0.03% -638 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 886 shares; 2024Q4: 1,067 shares; 2025Q1: 880 shares; 2025Q2: 1,281 shares; 2025Q3: 1,193 shares; 2025Q4: 1,199 shares; 2026Q1: 1,267 shares; 2026Q2: 1,629 shares 1,629 $800K 0.03% +362 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: 32,628 shares; 2024Q4: 25,022 shares; 2025Q1: 4,025 shares; 2025Q2: 3,599 shares; 2025Q3: 1,143 shares; 2025Q4: 1,936 shares; 2026Q1: 1,040 shares; 2026Q2: 1,085 shares 1,085 $799K 0.03% +45 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,885 shares; 2024Q4: 6,179 shares; 2025Q1: 6,691 shares; 2025Q2: 7,634 shares; 2025Q3: 5,358 shares; 2025Q4: 6,104 shares; 2026Q1: 5,483 shares; 2026Q2: 6,663 shares 6,663 $799K 0.03% +1,180 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,286 shares; 2024Q4: 2,020 shares; 2025Q1: 1,366 shares; 2025Q2: 1,588 shares; 2025Q3: 1,519 shares; 2025Q4: 1,498 shares; 2026Q1: 1,512 shares; 2026Q2: 1,568 shares 1,568 $799K 0.03% +56 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,345 shares; 2024Q4: 11,791 shares; 2025Q1: 8,951 shares; 2025Q2: 11,005 shares; 2025Q3: 11,909 shares; 2025Q4: 10,965 shares; 2026Q1: 13,523 shares; 2026Q2: 12,913 shares 12,913 $797K 0.03% -610 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: 6,367 shares; 2024Q4: 6,079 shares; 2025Q1: 5,302 shares; 2025Q2: 5,879 shares; 2025Q3: 13,217 shares; 2025Q4: 11,318 shares; 2026Q1: 15,817 shares; 2026Q2: 15,955 shares 15,955 $795K 0.02% +138 Timeline CERY 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: 76,842 shares; 2025Q1: 23,930 shares; 2025Q2: 16,697 shares; 2025Q3: 22,833 shares; 2025Q4: 16,351 shares; 2026Q1: 22,214 shares; 2026Q2: 23,395 shares 23,395 $782K 0.02% +1,181 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,959 shares; 2024Q4: 7,129 shares; 2025Q1: 11,268 shares; 2025Q2: 5,139 shares; 2025Q3: 4,966 shares; 2025Q4: 4,862 shares; 2026Q1: 6,365 shares; 2026Q2: 6,183 shares 6,183 $781K 0.02% -182 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488 shares; 2024Q4: 344 shares; 2025Q1: 346 shares; 2025Q2: 348 shares; 2025Q3: 369 shares; 2025Q4: 419 shares; 2026Q1: 388 shares; 2026Q2: 458 shares 458 $775K 0.02% +70 Timeline SPTS 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: 60,294 shares; 2024Q4: 39,030 shares; 2025Q1: 38,274 shares; 2025Q2: 36,967 shares; 2025Q3: 35,816 shares; 2025Q4: 28,166 shares; 2026Q1: 16,577 shares; 2026Q2: 26,544 shares 26,544 $770K 0.02% +9,967 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,663 shares; 2024Q4: 30,798 shares; 2025Q1: 31,280 shares; 2025Q2: 26,442 shares; 2025Q3: 30,109 shares; 2025Q4: 34,164 shares; 2026Q1: 25,467 shares; 2026Q2: 20,513 shares 20,513 $769K 0.02% -4,954 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,536 shares; 2024Q4: 1,613 shares; 2025Q1: 1,067 shares; 2025Q2: 1,264 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,524 shares 4,524 $768K 0.02% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,319 shares; 2024Q4: 49,141 shares; 2025Q1: 82,831 shares; 2025Q2: 69,090 shares; 2025Q3: 60,078 shares; 2025Q4: 8,433 shares; 2026Q1: 50,405 shares; 2026Q2: 20,021 shares 20,021 $765K 0.02% -30,384 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,498 shares; 2026Q1: 3,246 shares; 2026Q2: 4,017 shares 4,017 $764K 0.02% +771 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,269 shares 37,269 $764K 0.02% new Timeline IGM 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: 4,359 shares; 2025Q4: 1,978 shares; 2026Q1: 3,178 shares; 2026Q2: 4,643 shares 4,643 $760K 0.02% +1,465 Timeline CWB 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: 9,146 shares; 2024Q4: 231,829 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 7,486 shares; 2025Q4: 9,081 shares; 2026Q1: 9,455 shares; 2026Q2: 7,007 shares 7,007 $756K 0.02% -2,448 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,674 shares 8,674 $752K 0.02% new Timeline FTLS 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: 16,730 shares; 2024Q4: 11,304 shares; 2025Q1: 11,387 shares; 2025Q2: 11,319 shares; 2025Q3: 10,807 shares; 2025Q4: 11,807 shares; 2026Q1: 13,139 shares; 2026Q2: 10,194 shares 10,194 $752K 0.02% -2,945 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,204 shares; 2024Q4: 9,505 shares; 2025Q1: 7,689 shares; 2025Q2: 7,313 shares; 2025Q3: 10,153 shares; 2025Q4: 10,271 shares; 2026Q1: 6,861 shares; 2026Q2: 6,729 shares 6,729 $752K 0.02% -132 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,756 shares; 2024Q4: 15,256 shares; 2025Q1: 18,455 shares; 2025Q2: 21,159 shares; 2025Q3: 30,331 shares; 2025Q4: 32,104 shares; 2026Q1: 36,989 shares; 2026Q2: 17,564 shares 17,564 $749K 0.02% -19,425 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 666 shares; 2024Q4: 319 shares; 2025Q1: 205 shares; 2025Q2: 503 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,874 shares 1,874 $744K 0.02% new Timeline FMF 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: 29,403 shares; 2024Q4: 17,822 shares; 2025Q1: 18,205 shares; 2025Q2: 18,105 shares; 2025Q3: 19,098 shares; 2025Q4: 21,368 shares; 2026Q1: 21,378 shares; 2026Q2: 14,843 shares 14,843 $744K 0.02% -6,535 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: 5,921 shares; 2024Q4: 5,581 shares; 2025Q1: 5,175 shares; 2025Q2: 5,156 shares; 2025Q3: 5,296 shares; 2025Q4: 5,069 shares; 2026Q1: 4,786 shares; 2026Q2: 5,176 shares 5,176 $741K 0.02% +390 Timeline TDSB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960,475 shares; 2024Q4: 928,184 shares; 2025Q1: 875,978 shares; 2025Q2: 593,802 shares; 2025Q3: 291,149 shares; 2025Q4: 117,736 shares; 2026Q1: 31,065 shares; 2026Q2: 30,142 shares 30,142 $740K 0.02% -923 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,135 shares; 2024Q4: 27,104 shares; 2025Q1: 26,350 shares; 2025Q2: 26,407 shares; 2025Q3: 27,297 shares; 2025Q4: 31,881 shares; 2026Q1: 29,231 shares; 2026Q2: 23,382 shares 23,382 $739K 0.02% -5,849 Timeline FPA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,731 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,771 shares 13,771 $737K 0.02% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,314 shares; 2024Q4: 2,098 shares; 2025Q1: 571 shares; 2025Q2: 590 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,419 shares; 2026Q2: 2,867 shares 2,867 $733K 0.02% +448 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,603 shares; 2024Q4: 79,065 shares; 2025Q1: 90,096 shares; 2025Q2: 21,843 shares; 2025Q3: 15,649 shares; 2025Q4: 13,392 shares; 2026Q1: 15,323 shares; 2026Q2: 14,478 shares 14,478 $732K 0.02% -845 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,753 shares; 2024Q4: 5,508 shares; 2025Q1: 5,148 shares; 2025Q2: 3,700 shares; 2025Q3: 3,932 shares; 2025Q4: 3,417 shares; 2026Q1: 3,255 shares; 2026Q2: 2,967 shares 2,967 $730K 0.02% -288 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 122 shares; 2025Q1: not reported; 2025Q2: 667 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,228 shares; 2026Q2: 1,478 shares 1,478 $725K 0.02% -750 Timeline JPIB 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: not reported; 2025Q4: not reported; 2026Q1: 15,688 shares; 2026Q2: 14,996 shares 14,996 $725K 0.02% -692 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,702 shares; 2024Q4: 6,762 shares; 2025Q1: 4,698 shares; 2025Q2: 9,017 shares; 2025Q3: 9,342 shares; 2025Q4: 14,079 shares; 2026Q1: 19,264 shares; 2026Q2: 30,744 shares 30,744 $725K 0.02% +11,480 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,586 shares; 2024Q4: 9,484 shares; 2025Q1: 8,117 shares; 2025Q2: 7,725 shares; 2025Q3: 7,396 shares; 2025Q4: 7,046 shares; 2026Q1: 8,180 shares; 2026Q2: 7,703 shares 7,703 $719K 0.02% -477 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: 7,173 shares; 2025Q3: 51,996 shares; 2025Q4: 14,058 shares; 2026Q1: 16,840 shares; 2026Q2: 13,595 shares 13,595 $717K 0.02% -3,245 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: 2,347 shares; 2024Q4: 5,424 shares; 2025Q1: 3,410 shares; 2025Q2: 3,415 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,863 shares; 2026Q2: 25,857 shares 25,857 $716K 0.02% +13,994 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242 shares; 2024Q4: 233 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 436 shares; 2026Q1: 854 shares; 2026Q2: 1,270 shares 1,270 $712K 0.02% +416 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,548 shares; 2024Q4: 2,398 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,557 shares; 2026Q2: 20,848 shares 20,848 $706K 0.02% +17,291 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: 63,260 shares; 2024Q4: 66,690 shares; 2025Q1: 26,743 shares; 2025Q2: 31,734 shares; 2025Q3: 29,739 shares; 2025Q4: 30,321 shares; 2026Q1: 32,815 shares; 2026Q2: 34,061 shares 34,061 $705K 0.02% +1,246 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,892 shares; 2024Q4: 11,678 shares; 2025Q1: 12,487 shares; 2025Q2: 11,702 shares; 2025Q3: 11,302 shares; 2025Q4: 8,859 shares; 2026Q1: 7,871 shares; 2026Q2: 7,857 shares 7,857 $699K 0.02% -14 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: 15,241 shares; 2024Q4: 16,568 shares; 2025Q1: 12,009 shares; 2025Q2: 11,693 shares; 2025Q3: 11,504 shares; 2025Q4: 10,805 shares; 2026Q1: 8,381 shares; 2026Q2: 7,696 shares 7,696 $698K 0.02% -685 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,629 shares; 2024Q4: 13,369 shares; 2025Q1: 18,898 shares; 2025Q2: 19,415 shares; 2025Q3: 19,921 shares; 2025Q4: 18,491 shares; 2026Q1: 18,998 shares; 2026Q2: 19,186 shares 19,186 $697K 0.02% +188 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,228 shares; 2024Q4: 2,099 shares; 2025Q1: not reported; 2025Q2: 131 shares; 2025Q3: not reported; 2025Q4: 6,178 shares; 2026Q1: 8,455 shares; 2026Q2: 7,458 shares 7,458 $696K 0.02% -997 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,344 shares; 2024Q4: 1,342 shares; 2025Q1: 644 shares; 2025Q2: 535 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,982 shares 3,982 $693K 0.02% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 287 shares; 2025Q1: 325 shares; 2025Q2: 137 shares; 2025Q3: not reported; 2025Q4: 222 shares; 2026Q1: 503 shares; 2026Q2: 497 shares 497 $687K 0.02% -6 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: 1,383 shares; 2024Q4: 24,630 shares; 2025Q1: 1,240 shares; 2025Q2: 2,509 shares; 2025Q3: 2,484 shares; 2025Q4: 2,429 shares; 2026Q1: 7,414 shares; 2026Q2: 6,821 shares 6,821 $686K 0.02% -593 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,933 shares; 2026Q2: 11,777 shares 11,777 $686K 0.02% +844 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: 19,861 shares; 2024Q4: 26,187 shares; 2025Q1: 21,710 shares; 2025Q2: 27,496 shares; 2025Q3: 27,563 shares; 2025Q4: 27,736 shares; 2026Q1: 26,580 shares; 2026Q2: 8,218 shares 8,218 $683K 0.02% -18,362 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 751 shares; 2025Q1: 3,029 shares; 2025Q2: 3,800 shares; 2025Q3: 15,541 shares; 2025Q4: 12,367 shares; 2026Q1: 12,528 shares; 2026Q2: 12,496 shares 12,496 $677K 0.02% -32 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,605 shares; 2024Q4: 1,313 shares; 2025Q1: 1,043 shares; 2025Q2: 954 shares; 2025Q3: 1,018 shares; 2025Q4: 1,010 shares; 2026Q1: 1,207 shares; 2026Q2: 1,345 shares 1,345 $669K 0.02% +138 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,672 shares; 2024Q4: 244,443 shares; 2025Q1: 37,830 shares; 2025Q2: 48,375 shares; 2025Q3: 19,986 shares; 2025Q4: 28,972 shares; 2026Q1: 34,718 shares; 2026Q2: 26,028 shares 26,028 $668K 0.02% -8,690 Timeline JSCP 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: 35,281 shares; 2024Q4: 31,869 shares; 2025Q1: 24,846 shares; 2025Q2: 23,027 shares; 2025Q3: 23,999 shares; 2025Q4: 20,555 shares; 2026Q1: 15,134 shares; 2026Q2: 14,159 shares 14,159 $668K 0.02% -975 Timeline IALT 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: not reported; 2026Q2: 23,782 shares 23,782 $667K 0.02% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,276 shares; 2024Q4: 72,212 shares; 2025Q1: 55,260 shares; 2025Q2: 45,828 shares; 2025Q3: 40,315 shares; 2025Q4: 23,755 shares; 2026Q1: 20,442 shares; 2026Q2: 12,687 shares 12,687 $661K 0.02% -7,755 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: 1,660 shares; 2024Q4: 1,869 shares; 2025Q1: 1,516 shares; 2025Q2: 1,296 shares; 2025Q3: 1,283 shares; 2025Q4: 1,253 shares; 2026Q1: 1,232 shares; 2026Q2: 1,041 shares 1,041 $660K 0.02% -191 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445,259 shares; 2024Q4: 12,337 shares; 2025Q1: 944 shares; 2025Q2: 1,525 shares; 2025Q3: 17,076 shares; 2025Q4: 29,267 shares; 2026Q1: 41,051 shares; 2026Q2: 41,577 shares 41,577 $660K 0.02% +526 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,465 shares; 2024Q4: 6,548 shares; 2025Q1: 6,231 shares; 2025Q2: 4,880 shares; 2025Q3: 7,637 shares; 2025Q4: 8,547 shares; 2026Q1: 8,823 shares; 2026Q2: 7,885 shares 7,885 $659K 0.02% -938 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: 13,317 shares; 2026Q2: 17,976 shares 17,976 $658K 0.02% +4,659 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,693 shares 9,693 $652K 0.02% new 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: 1,342 shares; 2024Q4: 1,198 shares; 2025Q1: 619 shares; 2025Q2: 723 shares; 2025Q3: 636 shares; 2025Q4: 626 shares; 2026Q1: 660 shares; 2026Q2: 853 shares 853 $651K 0.02% +193 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 924 shares; 2024Q4: 1,452 shares; 2025Q1: 1,349 shares; 2025Q2: 847 shares; 2025Q3: 6,807 shares; 2025Q4: 4,023 shares; 2026Q1: 5,863 shares; 2026Q2: 5,643 shares 5,643 $648K 0.02% -220 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,706 shares; 2025Q1: not reported; 2025Q2: 4,569 shares; 2025Q3: 4,599 shares; 2025Q4: 4,516 shares; 2026Q1: 4,815 shares; 2026Q2: 3,678 shares 3,678 $647K 0.02% -1,137 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,619 shares; 2024Q4: 82,166 shares; 2025Q1: 16,865 shares; 2025Q2: 15,879 shares; 2025Q3: 15,079 shares; 2025Q4: 15,387 shares; 2026Q1: 14,397 shares; 2026Q2: 14,598 shares 14,598 $639K 0.02% +201 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: 322 shares; 2024Q4: 324 shares; 2025Q1: not reported; 2025Q2: 309 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,538 shares; 2026Q2: 2,667 shares 2,667 $633K 0.02% +129 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,950 shares; 2026Q2: 16,002 shares 16,002 $629K 0.02% +1,052 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,945 shares; 2024Q4: 27,648 shares; 2025Q1: 9,921 shares; 2025Q2: 5,724 shares; 2025Q3: 5,572 shares; 2025Q4: 1,617 shares; 2026Q1: 6,052 shares; 2026Q2: 2,939 shares 2,939 $625K 0.02% -3,113 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,266 shares; 2024Q4: 14,235 shares; 2025Q1: 16,878 shares; 2025Q2: 18,408 shares; 2025Q3: 27,865 shares; 2025Q4: 10,925 shares; 2026Q1: 11,642 shares; 2026Q2: 11,920 shares 11,920 $625K 0.02% +278 Timeline ENS ENERSYS More: the full row for ENERSYS 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: 2,669 shares 2,669 $624K 0.02% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,837 shares; 2024Q4: 3,033 shares; 2025Q1: 5,200 shares; 2025Q2: 5,343 shares; 2025Q3: 3,885 shares; 2025Q4: 5,505 shares; 2026Q1: 5,888 shares; 2026Q2: 4,745 shares 4,745 $624K 0.02% -1,143 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,252 shares; 2024Q4: 60,660 shares; 2025Q1: 55,075 shares; 2025Q2: 325 shares; 2025Q3: not reported; 2025Q4: 54,347 shares; 2026Q1: not reported; 2026Q2: 7,833 shares 7,833 $622K 0.02% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A 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: 3,079 shares; 2026Q2: 6,845 shares 6,845 $621K 0.02% +3,766 Timeline QUS 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: 37,470 shares; 2024Q4: 7,494 shares; 2025Q1: 7,340 shares; 2025Q2: 7,214 shares; 2025Q3: 6,964 shares; 2025Q4: 3,634 shares; 2026Q1: 3,301 shares; 2026Q2: 3,295 shares 3,295 $616K 0.02% -6 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: 2,728 shares; 2025Q1: 2,135 shares; 2025Q2: 2,823 shares; 2025Q3: 3,138 shares; 2025Q4: 3,119 shares; 2026Q1: 3,334 shares; 2026Q2: 3,061 shares 3,061 $614K 0.02% -273 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340 shares; 2024Q4: 1,295 shares; 2025Q1: 847 shares; 2025Q2: 811 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,675 shares 2,675 $614K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,216 shares 9,216 $611K 0.02% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 1,155 shares; 2025Q1: 1,798 shares; 2025Q2: 1,078 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,603 shares; 2026Q2: 3,448 shares 3,448 $609K 0.02% +845 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: 329 shares; 2024Q4: 2,539 shares; 2025Q1: 2,647 shares; 2025Q2: 4,886 shares; 2025Q3: 5,847 shares; 2025Q4: 7,392 shares; 2026Q1: 6,298 shares; 2026Q2: 8,042 shares 8,042 $609K 0.02% +1,744 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,783 shares; 2024Q4: 1,506 shares; 2025Q1: not reported; 2025Q2: 821 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,833 shares; 2026Q2: 5,978 shares 5,978 $609K 0.02% +145 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,028 shares; 2026Q2: 11,415 shares 11,415 $608K 0.02% +387 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,614 shares; 2024Q4: 14,276 shares; 2025Q1: 17,289 shares; 2025Q2: 14,454 shares; 2025Q3: 14,454 shares; 2025Q4: 14,385 shares; 2026Q1: 14,003 shares; 2026Q2: 15,462 shares 15,462 $608K 0.02% +1,459 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,004 shares; 2024Q4: 5,221 shares; 2025Q1: not reported; 2025Q2: 1,871 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,168 shares 38,168 $606K 0.02% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,977 shares; 2024Q4: 10,689 shares; 2025Q1: 11,333 shares; 2025Q2: 10,907 shares; 2025Q3: 10,629 shares; 2025Q4: 13,357 shares; 2026Q1: 16,071 shares; 2026Q2: 7,339 shares 7,339 $605K 0.02% -8,732 Timeline CBL CBL & ASSOC PPTYS INC More: the full row for CBL & ASSOC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,283 shares 11,283 $599K 0.02% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 209 shares; 2025Q1: not reported; 2025Q2: 182 shares; 2025Q3: not reported; 2025Q4: 1,944 shares; 2026Q1: 4,070 shares; 2026Q2: 4,316 shares 4,316 $596K 0.02% +246 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,213 shares; 2024Q4: 20,855 shares; 2025Q1: 20,900 shares; 2025Q2: 20,914 shares; 2025Q3: 93,517 shares; 2025Q4: 94,898 shares; 2026Q1: 102,725 shares; 2026Q2: 102,196 shares 102,196 $596K 0.02% -529 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,744 shares; 2024Q4: 10,071 shares; 2025Q1: not reported; 2025Q2: 12,997 shares; 2025Q3: 13,747 shares; 2025Q4: 11,781 shares; 2026Q1: 13,162 shares; 2026Q2: 13,176 shares 13,176 $595K 0.02% +14 Timeline BALI 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: 9,710 shares; 2025Q4: 12,124 shares; 2026Q1: 12,212 shares; 2026Q2: 17,559 shares 17,559 $594K 0.02% +5,347 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: 1,653 shares; 2024Q4: 2,445 shares; 2025Q1: 3,179 shares; 2025Q2: 3,044 shares; 2025Q3: 3,141 shares; 2025Q4: 2,369 shares; 2026Q1: 2,740 shares; 2026Q2: 2,155 shares 2,155 $594K 0.02% -585 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 1,957 shares; 2025Q1: 1,555 shares; 2025Q2: 1,539 shares; 2025Q3: 1,607 shares; 2025Q4: 2,270 shares; 2026Q1: 1,996 shares; 2026Q2: 2,492 shares 2,492 $593K 0.02% +496 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,717 shares; 2024Q4: 22,767 shares; 2025Q1: 20,360 shares; 2025Q2: 20,546 shares; 2025Q3: 19,641 shares; 2025Q4: 21,560 shares; 2026Q1: 19,727 shares; 2026Q2: 18,399 shares 18,399 $588K 0.02% -1,328 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,084 shares; 2024Q4: 4,616 shares; 2025Q1: 2,822 shares; 2025Q2: 2,827 shares; 2025Q3: 2,819 shares; 2025Q4: 2,965 shares; 2026Q1: 2,763 shares; 2026Q2: 2,623 shares 2,623 $585K 0.02% -140 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,865 shares; 2024Q4: 13,767 shares; 2025Q1: 11,617 shares; 2025Q2: 11,825 shares; 2025Q3: 10,894 shares; 2025Q4: 10,655 shares; 2026Q1: 17,850 shares; 2026Q2: 10,113 shares 10,113 $583K 0.02% -7,737 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,439 shares; 2024Q4: 15,860 shares; 2025Q1: 18,071 shares; 2025Q2: 10,900 shares; 2025Q3: 12,382 shares; 2025Q4: 10,857 shares; 2026Q1: 16,037 shares; 2026Q2: 12,993 shares 12,993 $579K 0.02% -3,044 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,314 shares; 2024Q4: 11,523 shares; 2025Q1: 11,317 shares; 2025Q2: 11,633 shares; 2025Q3: 11,633 shares; 2025Q4: 11,534 shares; 2026Q1: 11,571 shares; 2026Q2: 14,548 shares 14,548 $574K 0.02% +2,977 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,743 shares; 2024Q4: 14,644 shares; 2025Q1: 10,067 shares; 2025Q2: 13,727 shares; 2025Q3: 8,637 shares; 2025Q4: 9,804 shares; 2026Q1: 11,724 shares; 2026Q2: 9,508 shares 9,508 $573K 0.02% -2,216 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,436 shares; 2024Q4: 5,059 shares; 2025Q1: 4,241 shares; 2025Q2: 9,968 shares; 2025Q3: 9,940 shares; 2025Q4: 9,615 shares; 2026Q1: 7,613 shares; 2026Q2: 7,247 shares 7,247 $571K 0.02% -366 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,428 shares; 2025Q1: not reported; 2025Q2: 6,267 shares; 2025Q3: 4,404 shares; 2025Q4: 3,871 shares; 2026Q1: 3,489 shares; 2026Q2: 5,689 shares 5,689 $570K 0.02% +2,200 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,962 shares; 2024Q4: 3,764 shares; 2025Q1: 3,953 shares; 2025Q2: 4,389 shares; 2025Q3: 7,343 shares; 2025Q4: 6,947 shares; 2026Q1: 6,511 shares; 2026Q2: 7,952 shares 7,952 $569K 0.02% +1,441 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,995 shares; 2024Q4: 18,286 shares; 2025Q1: 17,434 shares; 2025Q2: 11,472 shares; 2025Q3: 4,638 shares; 2025Q4: 3,306 shares; 2026Q1: 2,127 shares; 2026Q2: 5,533 shares 5,533 $566K 0.02% +3,406 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: 9,694 shares; 2026Q2: 11,131 shares 11,131 $561K 0.02% +1,437 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 919 shares; 2024Q4: 1,039 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,883 shares 5,883 $558K 0.02% new Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 1 shares; 2025Q1: 10,614 shares; 2025Q2: 11,762 shares; 2025Q3: 12,785 shares; 2025Q4: 13,920 shares; 2026Q1: 15,070 shares; 2026Q2: 12,249 shares 12,249 $553K 0.02% -2,821 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,550 shares; 2024Q4: 2,588 shares; 2025Q1: 2,306 shares; 2025Q2: 2,560 shares; 2025Q3: 2,608 shares; 2025Q4: 2,429 shares; 2026Q1: 2,035 shares; 2026Q2: 1,753 shares 1,753 $551K 0.02% -282 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,058 shares; 2025Q3: 26,451 shares; 2025Q4: 23,580 shares; 2026Q1: 24,232 shares; 2026Q2: 26,474 shares 26,474 $550K 0.02% +2,242 Timeline XLRE 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: 158,037 shares; 2024Q4: 130,853 shares; 2025Q1: 26,222 shares; 2025Q2: 9,960 shares; 2025Q3: 11,247 shares; 2025Q4: 7,601 shares; 2026Q1: 9,378 shares; 2026Q2: 12,328 shares 12,328 $543K 0.02% +2,950 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824 shares; 2024Q4: 1,248 shares; 2025Q1: 1,328 shares; 2025Q2: 2,176 shares; 2025Q3: 3,583 shares; 2025Q4: 4,053 shares; 2026Q1: 3,459 shares; 2026Q2: 3,075 shares 3,075 $543K 0.02% -384 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,031 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,246 shares; 2026Q2: 25,909 shares 25,909 $539K 0.02% -56,337 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: 6,226 shares; 2024Q4: 3,185 shares; 2025Q1: 4,432 shares; 2025Q2: 5,676 shares; 2025Q3: 9,236 shares; 2025Q4: 7,975 shares; 2026Q1: 6,459 shares; 2026Q2: 6,614 shares 6,614 $536K 0.02% +155 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: 1,459 shares; 2024Q4: 3,010 shares; 2025Q1: 3,515 shares; 2025Q2: 5,453 shares; 2025Q3: 14,217 shares; 2025Q4: 12,236 shares; 2026Q1: 12,184 shares; 2026Q2: 8,801 shares 8,801 $525K 0.02% -3,383 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,163 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,909 shares 9,909 $525K 0.02% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995 shares; 2024Q4: 924 shares; 2025Q1: 868 shares; 2025Q2: 1,021 shares; 2025Q3: not reported; 2025Q4: 551 shares; 2026Q1: 1,444 shares; 2026Q2: 795 shares 795 $523K 0.02% -649 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 6,377 shares; 2025Q1: 1,181 shares; 2025Q2: 1,202 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,109 shares; 2026Q2: 3,219 shares 3,219 $522K 0.02% +1,110 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: not reported; 2026Q2: 2,778 shares 2,778 $520K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,597 shares; 2024Q4: 7,390 shares; 2025Q1: 6,147 shares; 2025Q2: 5,616 shares; 2025Q3: 5,250 shares; 2025Q4: 5,383 shares; 2026Q1: 5,417 shares; 2026Q2: 4,428 shares 4,428 $519K 0.02% -989 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,927 shares; 2024Q4: 5,551 shares; 2025Q1: 4,545 shares; 2025Q2: 2,594 shares; 2025Q3: 2,655 shares; 2025Q4: 2,563 shares; 2026Q1: 2,304 shares; 2026Q2: 2,350 shares 2,350 $518K 0.02% +46 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,935 shares; 2024Q4: 4,220 shares; 2025Q1: 2,896 shares; 2025Q2: 2,817 shares; 2025Q3: 4,287 shares; 2025Q4: 3,967 shares; 2026Q1: 3,384 shares; 2026Q2: 2,524 shares 2,524 $517K 0.02% -860 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,354 shares; 2024Q4: 28,709 shares; 2025Q1: 27,218 shares; 2025Q2: 26,624 shares; 2025Q3: 25,900 shares; 2025Q4: 29,885 shares; 2026Q1: 25,710 shares; 2026Q2: 25,425 shares 25,425 $513K 0.02% -285 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: 6,828 shares; 2024Q4: 8,171 shares; 2025Q1: 9,339 shares; 2025Q2: 5,525 shares; 2025Q3: 5,542 shares; 2025Q4: 8,625 shares; 2026Q1: 5,482 shares; 2026Q2: 8,191 shares 8,191 $513K 0.02% +2,709 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 6,672 shares 6,672 $511K 0.02% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,026 shares; 2024Q4: 1,797 shares; 2025Q1: 1,599 shares; 2025Q2: 1,753 shares; 2025Q3: 1,620 shares; 2025Q4: 1,509 shares; 2026Q1: 1,127 shares; 2026Q2: 1,227 shares 1,227 $510K 0.02% +100 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 773 shares; 2025Q1: 900 shares; 2025Q2: 1,252 shares; 2025Q3: 5,239 shares; 2025Q4: 5,501 shares; 2026Q1: 5,340 shares; 2026Q2: 3,248 shares 3,248 $507K 0.02% -2,092 Timeline FNDF 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: 767 shares; 2024Q4: 790 shares; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 9,509 shares; 2025Q4: 11,206 shares; 2026Q1: 10,558 shares; 2026Q2: 9,586 shares 9,586 $506K 0.02% -972 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,808 shares; 2024Q4: 3,828 shares; 2025Q1: 2,925 shares; 2025Q2: 2,544 shares; 2025Q3: 2,157 shares; 2025Q4: 2,004 shares; 2026Q1: 2,051 shares; 2026Q2: 3,452 shares 3,452 $504K 0.02% +1,401 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516 shares; 2024Q4: 1,956 shares; 2025Q1: 1,453 shares; 2025Q2: 1,473 shares; 2025Q3: 1,536 shares; 2025Q4: 1,331 shares; 2026Q1: 1,369 shares; 2026Q2: 1,341 shares 1,341 $504K 0.02% -28 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,889 shares; 2024Q4: 30,119 shares; 2025Q1: 13,705 shares; 2025Q2: 7,843 shares; 2025Q3: not reported; 2025Q4: 10,795 shares; 2026Q1: 34,026 shares; 2026Q2: 36,041 shares 36,041 $501K 0.02% +2,015 Timeline