SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,755,325 shares; 2025Q1: 3,447,304 shares; 2025Q2: 3,554,841 shares; 2025Q3: 3,749,672 shares; 2025Q4: 4,039,470 shares; 2026Q1: 4,198,437 shares; 2026Q2: 4,474,804 shares; 2026Q3: 4,535,435 shares 4,535,435 $407M 5.82% +60,631 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 652,592 shares; 2025Q1: 802,376 shares; 2025Q2: 772,006 shares; 2025Q3: 792,506 shares; 2025Q4: 771,614 shares; 2026Q1: 741,546 shares; 2026Q2: 960,223 shares; 2026Q3: 877,645 shares 877,645 $200M 2.86% -82,578 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 385,597 shares; 2025Q1: 440,334 shares; 2025Q2: 465,265 shares; 2025Q3: 481,952 shares; 2025Q4: 506,680 shares; 2026Q1: 493,268 shares; 2026Q2: 502,015 shares; 2026Q3: 452,884 shares 452,884 $151M 2.15% -49,131 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 239,558 shares; 2025Q1: 275,343 shares; 2025Q2: 273,393 shares; 2025Q3: 285,163 shares; 2025Q4: 299,159 shares; 2026Q1: 319,595 shares; 2026Q2: 304,934 shares; 2026Q3: 282,382 shares 282,382 $145M 2.07% -22,552 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 483,943 shares; 2025Q1: 543,359 shares; 2025Q2: 550,308 shares; 2025Q3: 571,895 shares; 2025Q4: 608,288 shares; 2026Q1: 616,689 shares; 2026Q2: 597,018 shares; 2026Q3: 545,198 shares 545,198 $136M 1.94% -51,820 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; 2024Q4: 691,322 shares; 2025Q1: 1,193,068 shares; 2025Q2: 1,204,258 shares; 2025Q3: 1,314,112 shares; 2025Q4: 1,362,051 shares; 2026Q1: 1,414,786 shares; 2026Q2: 1,445,630 shares; 2026Q3: 1,472,875 shares 1,472,875 $133M 1.9% +27,245 Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,146,132 shares; 2025Q4: 3,232,834 shares; 2026Q1: 3,368,931 shares; 2026Q2: 3,858,271 shares; 2026Q3: 3,917,523 shares 3,917,523 $124M 1.77% +59,252 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; 2024Q4: 2,260,404 shares; 2025Q1: 1,771,459 shares; 2025Q2: 1,875,326 shares; 2025Q3: 2,406,817 shares; 2025Q4: 2,653,434 shares; 2026Q1: 3,070,452 shares; 2026Q2: 3,081,101 shares; 2026Q3: 2,658,526 shares 2,658,526 $123M 1.76% -422,575 Timeline JMBS 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; 2024Q4: 1,544,857 shares; 2025Q1: 1,989,708 shares; 2025Q2: 1,988,133 shares; 2025Q3: 2,138,813 shares; 2025Q4: 2,227,206 shares; 2026Q1: 2,346,915 shares; 2026Q2: 2,688,767 shares; 2026Q3: 2,731,438 shares 2,731,438 $115M 1.65% +42,671 Timeline RECS 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; 2024Q4: not reported; 2025Q1: 2,008,135 shares; 2025Q2: 2,031,726 shares; 2025Q3: 2,138,180 shares; 2025Q4: 2,201,985 shares; 2026Q1: 2,320,319 shares; 2026Q2: 2,411,318 shares; 2026Q3: 2,437,856 shares 2,437,856 $110M 1.57% +26,538 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,628,564 shares; 2025Q1: 2,105,458 shares; 2025Q2: 2,112,631 shares; 2025Q3: 2,128,703 shares; 2025Q4: 2,185,934 shares; 2026Q1: 2,265,319 shares; 2026Q2: 2,230,648 shares; 2026Q3: 2,158,701 shares 2,158,701 $108M 1.55% -71,947 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 918,918 shares; 2025Q1: 906,303 shares; 2025Q2: 922,651 shares; 2025Q3: 992,839 shares; 2025Q4: 1,101,614 shares; 2026Q1: 1,628,261 shares; 2026Q2: 1,517,719 shares; 2026Q3: 1,313,275 shares 1,313,275 $108M 1.54% -204,444 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 438,348 shares; 2025Q1: 479,481 shares; 2025Q2: 488,091 shares; 2025Q3: 489,836 shares; 2025Q4: 398,030 shares; 2026Q1: 366,358 shares; 2026Q2: 345,387 shares; 2026Q3: 295,956 shares 295,956 $101M 1.44% -49,431 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; 2024Q4: 592,175 shares; 2025Q1: 1,014,627 shares; 2025Q2: 1,022,529 shares; 2025Q3: 1,070,663 shares; 2025Q4: 1,105,369 shares; 2026Q1: 1,143,476 shares; 2026Q2: 1,031,444 shares; 2026Q3: 1,038,908 shares 1,038,908 $97.7M 1.4% +7,464 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255,623 shares; 2025Q4: 264,052 shares; 2026Q1: 279,062 shares; 2026Q2: 272,631 shares; 2026Q3: 279,532 shares 279,532 $85.2M 1.22% +6,901 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168,911 shares; 2025Q1: 176,792 shares; 2025Q2: 215,202 shares; 2025Q3: 215,950 shares; 2025Q4: 188,891 shares; 2026Q1: 188,817 shares; 2026Q2: 205,399 shares; 2026Q3: 224,134 shares 224,134 $78.7M 1.12% +18,735 Timeline AVUS 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; 2024Q4: not reported; 2025Q1: 45,383 shares; 2025Q2: 96,304 shares; 2025Q3: 189,300 shares; 2025Q4: 298,812 shares; 2026Q1: 357,756 shares; 2026Q2: 483,502 shares; 2026Q3: 547,307 shares 547,307 $70.1M 1% +63,805 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 351,654 shares; 2025Q1: 408,464 shares; 2025Q2: 434,151 shares; 2025Q3: 667,789 shares; 2025Q4: 738,835 shares; 2026Q1: 858,750 shares; 2026Q2: 1,904,730 shares; 2026Q3: 1,652,345 shares 1,652,345 $70M 1% -252,385 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; 2024Q4: 1,085,911 shares; 2025Q1: 1,052,654 shares; 2025Q2: 1,080,944 shares; 2025Q3: 1,164,354 shares; 2025Q4: 1,257,023 shares; 2026Q1: 1,407,337 shares; 2026Q2: 1,325,757 shares; 2026Q3: 1,247,618 shares 1,247,618 $63M 0.9% -78,139 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,036 shares; 2025Q1: 118,291 shares; 2025Q2: 121,699 shares; 2025Q3: 129,103 shares; 2025Q4: 144,027 shares; 2026Q1: 141,275 shares; 2026Q2: 146,879 shares; 2026Q3: 86,137 shares 86,137 $62.5M 0.89% -60,742 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 173,293 shares; 2025Q1: 187,422 shares; 2025Q2: 187,431 shares; 2025Q3: 188,391 shares; 2025Q4: 193,446 shares; 2026Q1: 193,602 shares; 2026Q2: 205,948 shares; 2026Q3: 185,011 shares 185,011 $61.2M 0.87% -20,937 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100,354 shares; 2025Q1: 998,982 shares; 2025Q2: 1,001,796 shares; 2025Q3: 1,044,173 shares; 2025Q4: 1,076,536 shares; 2026Q1: 1,122,533 shares; 2026Q2: 1,211,734 shares; 2026Q3: 1,233,966 shares 1,233,966 $60.4M 0.86% +22,232 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,351,067 shares; 2025Q1: 4,070,096 shares; 2025Q2: 3,897,587 shares; 2025Q3: 3,834,575 shares; 2025Q4: 3,743,769 shares; 2026Q1: 3,699,377 shares; 2026Q2: 2,336,644 shares; 2026Q3: 2,457,803 shares 2,457,803 $59.9M 0.86% +121,159 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 509,059 shares; 2025Q1: 716,574 shares; 2025Q2: 757,601 shares; 2025Q3: 811,105 shares; 2025Q4: 899,690 shares; 2026Q1: 1,066,490 shares; 2026Q2: 1,480,690 shares; 2026Q3: 1,326,043 shares 1,326,043 $59.2M 0.85% -154,647 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,323,678 shares; 2025Q3: 1,328,792 shares; 2025Q4: 1,352,794 shares; 2026Q1: 1,362,693 shares; 2026Q2: 1,378,809 shares; 2026Q3: 1,387,489 shares 1,387,489 $58.5M 0.84% +8,680 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,205,348 shares; 2025Q1: 1,642,236 shares; 2025Q2: 1,668,983 shares; 2025Q3: 1,752,971 shares; 2025Q4: 1,785,248 shares; 2026Q1: 1,036,407 shares; 2026Q2: 1,080,581 shares; 2026Q3: 1,095,332 shares 1,095,332 $58.2M 0.83% +14,751 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 269,607 shares; 2025Q1: 288,909 shares; 2025Q2: 317,405 shares; 2025Q3: 330,205 shares; 2025Q4: 339,307 shares; 2026Q1: 308,434 shares; 2026Q2: 324,903 shares; 2026Q3: 285,053 shares 285,053 $58.2M 0.83% -39,850 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,421 shares; 2025Q1: 83,707 shares; 2025Q2: 77,204 shares; 2025Q3: 75,120 shares; 2025Q4: 72,864 shares; 2026Q1: 70,105 shares; 2026Q2: 70,680 shares; 2026Q3: 63,712 shares 63,712 $57.4M 0.82% -6,968 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,360 shares; 2025Q1: 6,305 shares; 2025Q2: 6,913 shares; 2025Q3: 821,185 shares; 2025Q4: 856,963 shares; 2026Q1: 915,406 shares; 2026Q2: 1,047,939 shares; 2026Q3: 1,059,578 shares 1,059,578 $56.6M 0.81% +11,639 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,728,445 shares 1,728,445 $56.2M 0.8% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 65,023 shares; 2025Q2: 127,921 shares; 2025Q3: 196,005 shares; 2025Q4: 278,687 shares; 2026Q1: 362,236 shares; 2026Q2: 474,766 shares; 2026Q3: 551,931 shares 551,931 $55.8M 0.8% +77,165 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 298,807 shares; 2025Q1: 336,000 shares; 2025Q2: 331,198 shares; 2025Q3: 337,071 shares; 2025Q4: 329,766 shares; 2026Q1: 327,515 shares; 2026Q2: 318,659 shares; 2026Q3: 293,236 shares 293,236 $55.2M 0.79% -25,423 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 922,438 shares; 2025Q2: 956,788 shares; 2025Q3: 1,010,950 shares; 2025Q4: 1,098,513 shares; 2026Q1: 1,241,253 shares; 2026Q2: 1,208,993 shares; 2026Q3: 1,105,702 shares 1,105,702 $55M 0.79% -103,291 Timeline UYLD 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,407,020 shares; 2025Q4: 1,378,955 shares; 2026Q1: 1,077,672 shares; 2026Q2: 1,016,347 shares; 2026Q3: 1,036,433 shares 1,036,433 $52.6M 0.75% +20,086 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; 2024Q4: 1,405,565 shares; 2025Q1: 1,489,378 shares; 2025Q2: 1,452,667 shares; 2025Q3: 1,438,188 shares; 2025Q4: 1,409,616 shares; 2026Q1: 1,100,074 shares; 2026Q2: 1,034,198 shares; 2026Q3: 1,034,881 shares 1,034,881 $51.7M 0.74% +683 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,782 shares; 2025Q1: 69,324 shares; 2025Q2: 74,381 shares; 2025Q3: 109,237 shares; 2025Q4: 119,329 shares; 2026Q1: 110,546 shares; 2026Q2: 116,294 shares; 2026Q3: 116,253 shares 116,253 $50M 0.71% -41 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 778,326 shares; 2025Q1: 741,982 shares; 2025Q2: 784,172 shares; 2025Q3: 837,900 shares; 2025Q4: 932,204 shares; 2026Q1: 1,104,568 shares; 2026Q2: 1,066,185 shares; 2026Q3: 969,777 shares 969,777 $48.4M 0.69% -96,408 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 221,061 shares; 2025Q1: 271,663 shares; 2025Q2: 267,985 shares; 2025Q3: 283,989 shares; 2025Q4: 457,664 shares; 2026Q1: 426,200 shares; 2026Q2: 381,676 shares; 2026Q3: 305,837 shares 305,837 $47.9M 0.68% -75,839 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,007 shares; 2025Q1: 110,967 shares; 2025Q2: 123,184 shares; 2025Q3: 141,503 shares; 2025Q4: 142,934 shares; 2026Q1: 151,888 shares; 2026Q2: 139,811 shares; 2026Q3: 127,787 shares 127,787 $46.9M 0.67% -12,024 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125,525 shares; 2025Q1: 145,097 shares; 2025Q2: 152,520 shares; 2025Q3: 163,746 shares; 2025Q4: 172,928 shares; 2026Q1: 179,381 shares; 2026Q2: 175,216 shares; 2026Q3: 117,516 shares 117,516 $46.7M 0.67% -57,700 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 217,557 shares; 2025Q1: 234,025 shares; 2025Q2: 244,452 shares; 2025Q3: 251,593 shares; 2025Q4: 168,110 shares; 2026Q1: 143,796 shares; 2026Q2: 150,167 shares; 2026Q3: 141,039 shares 141,039 $46.3M 0.66% -9,128 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 678,267 shares 678,267 $45.3M 0.65% new Timeline FOXY 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,186,803 shares; 2026Q3: 1,679,257 shares 1,679,257 $44.9M 0.64% +492,454 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 505,386 shares; 2025Q1: 520,237 shares; 2025Q2: 530,110 shares; 2025Q3: 546,081 shares; 2025Q4: 587,039 shares; 2026Q1: 563,727 shares; 2026Q2: 563,140 shares; 2026Q3: 518,454 shares 518,454 $44.6M 0.64% -44,686 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; 2024Q4: 16,626 shares; 2025Q1: 16,574 shares; 2025Q2: 16,621 shares; 2025Q3: 16,637 shares; 2025Q4: 16,645 shares; 2026Q1: 16,547 shares; 2026Q2: 1,377,103 shares; 2026Q3: 1,370,913 shares 1,370,913 $44.3M 0.63% -6,190 Timeline DDFZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,194,028 shares; 2026Q3: 2,210,137 shares 2,210,137 $43.7M 0.62% +16,109 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; 2024Q4: 534,545 shares; 2025Q1: 427,001 shares; 2025Q2: 423,183 shares; 2025Q3: 605,766 shares; 2025Q4: 628,139 shares; 2026Q1: 662,925 shares; 2026Q2: 733,976 shares; 2026Q3: 713,305 shares 713,305 $42.4M 0.61% -20,671 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,864 shares; 2026Q3: 159,515 shares 159,515 $42.2M 0.6% +115,651 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,904 shares; 2025Q1: 1,151,200 shares; 2025Q2: 1,153,761 shares; 2025Q3: 1,218,560 shares; 2025Q4: 1,274,860 shares; 2026Q1: 1,345,325 shares; 2026Q2: 1,540,075 shares; 2026Q3: 1,530,221 shares 1,530,221 $41.7M 0.6% -9,854 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 884,922 shares; 2025Q1: 1,106,704 shares; 2025Q2: 1,269,793 shares; 2025Q3: 1,569,583 shares; 2025Q4: 1,928,427 shares; 2026Q1: 2,163,146 shares; 2026Q2: 2,340,500 shares; 2026Q3: 2,678,665 shares 2,678,665 $41.7M 0.6% +338,165 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 454 shares; 2025Q1: 13,331 shares; 2025Q2: 20,904 shares; 2025Q3: 25,348 shares; 2025Q4: 27,130 shares; 2026Q1: 56,204 shares; 2026Q2: 58,690 shares; 2026Q3: 54,326 shares 54,326 $41.6M 0.59% -4,364 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 234,791 shares; 2025Q1: 253,326 shares; 2025Q2: 215,788 shares; 2025Q3: 224,312 shares; 2025Q4: 253,089 shares; 2026Q1: 250,266 shares; 2026Q2: 267,216 shares; 2026Q3: 282,122 shares 282,122 $41M 0.59% +14,906 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 148,713 shares; 2025Q1: 151,312 shares; 2025Q2: 145,123 shares; 2025Q3: 147,954 shares; 2025Q4: 124,825 shares; 2026Q1: 125,524 shares; 2026Q2: 136,912 shares; 2026Q3: 113,339 shares 113,339 $40.7M 0.58% -23,573 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 356,282 shares; 2025Q1: 407,929 shares; 2025Q2: 396,702 shares; 2025Q3: 420,697 shares; 2025Q4: 408,514 shares; 2026Q1: 383,098 shares; 2026Q2: 387,784 shares; 2026Q3: 390,716 shares 390,716 $40.6M 0.58% +2,932 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 434,767 shares; 2025Q1: 449,100 shares; 2025Q2: 451,679 shares; 2025Q3: 463,263 shares; 2025Q4: 479,133 shares; 2026Q1: 478,004 shares; 2026Q2: 496,513 shares; 2026Q3: 452,838 shares 452,838 $39.1M 0.56% -43,675 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,857,938 shares; 2026Q3: 2,036,544 shares 2,036,544 $38.6M 0.55% +178,606 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 229,571 shares; 2025Q1: 281,973 shares; 2025Q2: 361,821 shares; 2025Q3: 366,198 shares; 2025Q4: 428,794 shares; 2026Q1: 453,084 shares; 2026Q2: 457,506 shares; 2026Q3: 410,501 shares 410,501 $37.6M 0.54% -47,005 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 253,236 shares; 2025Q1: 326,693 shares; 2025Q2: 287,788 shares; 2025Q3: 294,904 shares; 2025Q4: 214,455 shares; 2026Q1: 202,831 shares; 2026Q2: 230,061 shares; 2026Q3: 435,146 shares 435,146 $36.7M 0.52% +205,085 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 646,120 shares; 2025Q1: 696,416 shares; 2025Q2: 673,501 shares; 2025Q3: 684,034 shares; 2025Q4: 686,142 shares; 2026Q1: 695,981 shares; 2026Q2: 707,836 shares; 2026Q3: 670,978 shares 670,978 $36.5M 0.52% -36,858 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,426 shares; 2025Q1: 7,476 shares; 2025Q2: 7,667 shares; 2025Q3: 9,618 shares; 2025Q4: 57,008 shares; 2026Q1: 73,882 shares; 2026Q2: 95,926 shares; 2026Q3: 101,410 shares 101,410 $34.9M 0.5% +5,484 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,119,600 shares; 2025Q1: 1,212,034 shares; 2025Q2: 1,236,426 shares; 2025Q3: 788,664 shares; 2025Q4: 822,960 shares; 2026Q1: 870,035 shares; 2026Q2: 905,457 shares; 2026Q3: 925,609 shares 925,609 $34.7M 0.5% +20,152 Timeline XTWY BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,180,913 shares; 2026Q3: 1,035,974 shares 1,035,974 $34.2M 0.49% -144,939 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 119,521 shares; 2025Q1: 111,495 shares; 2025Q2: 109,162 shares; 2025Q3: 94,363 shares; 2025Q4: 78,392 shares; 2026Q1: 77,732 shares; 2026Q2: 81,001 shares; 2026Q3: 175,405 shares 175,405 $32.6M 0.47% +94,404 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,869 shares; 2025Q1: 40,188 shares; 2025Q2: 40,276 shares; 2025Q3: 41,009 shares; 2025Q4: 39,420 shares; 2026Q1: 36,648 shares; 2026Q2: 39,514 shares; 2026Q3: 32,414 shares 32,414 $32.4M 0.46% -7,100 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,784 shares; 2025Q1: 119,725 shares; 2025Q2: 121,309 shares; 2025Q3: 124,921 shares; 2025Q4: 126,940 shares; 2026Q1: 125,195 shares; 2026Q2: 122,566 shares; 2026Q3: 138,769 shares 138,769 $32M 0.46% +16,203 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 372 shares; 2025Q1: 670 shares; 2025Q2: 669 shares; 2025Q3: 835 shares; 2025Q4: 20,469 shares; 2026Q1: 19,585 shares; 2026Q2: 27,342 shares; 2026Q3: 27,405 shares 27,405 $31.7M 0.45% +63 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 212,608 shares; 2025Q1: 220,249 shares; 2025Q2: 222,172 shares; 2025Q3: 227,549 shares; 2025Q4: 151,862 shares; 2026Q1: 139,094 shares; 2026Q2: 152,831 shares; 2026Q3: 119,405 shares 119,405 $31.6M 0.45% -33,426 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,404 shares; 2025Q1: 71,199 shares; 2025Q2: 77,230 shares; 2025Q3: 82,881 shares; 2025Q4: 83,965 shares; 2026Q1: 82,569 shares; 2026Q2: 68,716 shares; 2026Q3: 63,210 shares 63,210 $31.5M 0.45% -5,506 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,822 shares; 2025Q1: 71,975 shares; 2025Q2: 66,680 shares; 2025Q3: 70,469 shares; 2025Q4: 57,159 shares; 2026Q1: 50,386 shares; 2026Q2: 44,518 shares; 2026Q3: 47,852 shares 47,852 $30.7M 0.44% +3,334 Timeline JANB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,040,916 shares; 2026Q3: 1,046,732 shares 1,046,732 $29.3M 0.42% +5,816 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 861,224 shares; 2026Q3: 870,462 shares 870,462 $29.1M 0.42% +9,238 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 529,257 shares; 2025Q1: 432,585 shares; 2025Q2: 429,661 shares; 2025Q3: 462,498 shares; 2025Q4: 481,518 shares; 2026Q1: 510,390 shares; 2026Q2: 565,301 shares; 2026Q3: 572,631 shares 572,631 $28.5M 0.41% +7,330 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 236,549 shares; 2025Q1: 277,591 shares; 2025Q2: 241,160 shares; 2025Q3: 251,280 shares; 2025Q4: 274,534 shares; 2026Q1: 254,511 shares; 2026Q2: 281,600 shares; 2026Q3: 221,463 shares 221,463 $27.7M 0.4% -60,137 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,088 shares; 2025Q1: 25,863 shares; 2025Q2: 24,527 shares; 2025Q3: 26,407 shares; 2025Q4: 155,305 shares; 2026Q1: 185,493 shares; 2026Q2: 259,557 shares; 2026Q3: 193,191 shares 193,191 $25.9M 0.37% -66,366 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 507,675 shares; 2025Q1: 513,276 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 841,471 shares; 2026Q3: 846,878 shares 846,878 $25.8M 0.37% +5,407 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,348 shares; 2025Q1: 25,251 shares; 2025Q2: 24,534 shares; 2025Q3: 26,340 shares; 2025Q4: 28,345 shares; 2026Q1: 25,309 shares; 2026Q2: 27,585 shares; 2026Q3: 28,115 shares 28,115 $25.6M 0.37% +530 Timeline IETC 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; 2024Q4: not reported; 2025Q1: 106,550 shares; 2025Q2: 123,960 shares; 2025Q3: 624,588 shares; 2025Q4: 673,735 shares; 2026Q1: 724,457 shares; 2026Q2: 858,000 shares; 2026Q3: 223,515 shares 223,515 $25.5M 0.36% -634,485 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 328,279 shares; 2025Q1: 345,979 shares; 2025Q2: 367,225 shares; 2025Q3: 273,379 shares; 2025Q4: 330,344 shares; 2026Q1: 308,701 shares; 2026Q2: 295,201 shares; 2026Q3: 268,734 shares 268,734 $25.3M 0.36% -26,467 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 150,933 shares 150,933 $24.6M 0.35% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 268,998 shares; 2025Q1: 295,653 shares; 2025Q2: 345,277 shares; 2025Q3: 426,945 shares; 2025Q4: 489,567 shares; 2026Q1: 518,649 shares; 2026Q2: 551,638 shares; 2026Q3: 396,545 shares 396,545 $24.3M 0.35% -155,093 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 369,512 shares; 2025Q1: 403,211 shares; 2025Q2: 425,198 shares; 2025Q3: 442,446 shares; 2025Q4: 265,698 shares; 2026Q1: 247,516 shares; 2026Q2: 300,571 shares; 2026Q3: 314,377 shares 314,377 $23.8M 0.34% +13,806 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 797,718 shares; 2025Q1: 603,378 shares; 2025Q2: 600,721 shares; 2025Q3: 719,462 shares; 2025Q4: 752,071 shares; 2026Q1: 800,461 shares; 2026Q2: 953,502 shares; 2026Q3: 978,923 shares 978,923 $23.3M 0.33% +25,421 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 518,784 shares; 2025Q2: 552,157 shares; 2025Q3: 593,889 shares; 2025Q4: 664,662 shares; 2026Q1: 792,708 shares; 2026Q2: 526,172 shares; 2026Q3: 457,942 shares 457,942 $22.9M 0.33% -68,230 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 652 shares; 2025Q1: 678 shares; 2025Q2: 2,346 shares; 2025Q3: 2,744 shares; 2025Q4: 14,388 shares; 2026Q1: 14,621 shares; 2026Q2: 13,499 shares; 2026Q3: 12,545 shares 12,545 $22.7M 0.32% -954 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 413,584 shares; 2025Q1: 430,352 shares; 2025Q2: 435,103 shares; 2025Q3: 447,269 shares; 2025Q4: 458,127 shares; 2026Q1: 421,801 shares; 2026Q2: 436,144 shares; 2026Q3: 426,189 shares 426,189 $22.7M 0.32% -9,955 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 898,410 shares; 2025Q1: 1,003,802 shares; 2025Q2: 1,061,858 shares; 2025Q3: 1,137,389 shares; 2025Q4: 1,262,202 shares; 2026Q1: 1,493,253 shares; 2026Q2: 549,620 shares; 2026Q3: 483,152 shares 483,152 $22.5M 0.32% -66,468 Timeline PRIV SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 697,470 shares; 2025Q4: 770,852 shares; 2026Q1: 895,318 shares; 2026Q2: 1,025,282 shares; 2026Q3: 921,530 shares 921,530 $22.2M 0.32% -103,752 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 83,841 shares 83,841 $22.2M 0.32% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,130 shares; 2025Q4: 109,038 shares; 2026Q1: 104,115 shares; 2026Q2: 126,765 shares; 2026Q3: 113,008 shares 113,008 $22M 0.31% -13,757 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,776 shares; 2026Q2: 108,133 shares; 2026Q3: 136,395 shares 136,395 $22M 0.31% +28,262 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 576,184 shares; 2025Q2: 590,911 shares; 2025Q3: 603,306 shares; 2025Q4: 622,709 shares; 2026Q1: 633,014 shares; 2026Q2: 584,987 shares; 2026Q3: 602,558 shares 602,558 $21.8M 0.31% +17,571 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,157 shares; 2025Q1: 32,022 shares; 2025Q2: 41,237 shares; 2025Q3: 42,524 shares; 2025Q4: 41,554 shares; 2026Q1: 42,190 shares; 2026Q2: 42,230 shares; 2026Q3: 48,856 shares 48,856 $21.2M 0.3% +6,626 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,306 shares; 2025Q4: 44,209 shares; 2026Q1: 41,787 shares; 2026Q2: 49,559 shares; 2026Q3: 43,906 shares 43,906 $21.1M 0.3% -5,653 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,459 shares; 2025Q1: 79,441 shares; 2025Q2: 83,810 shares; 2025Q3: 76,877 shares; 2025Q4: 71,151 shares; 2026Q1: 73,927 shares; 2026Q2: 77,648 shares; 2026Q3: 79,282 shares 79,282 $20.7M 0.3% +1,634 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 396,371 shares; 2026Q3: 276,731 shares 276,731 $20.7M 0.3% -119,640 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 49,243 shares; 2025Q2: 96,358 shares; 2025Q3: 145,763 shares; 2025Q4: 208,967 shares; 2026Q1: 272,448 shares; 2026Q2: 356,845 shares; 2026Q3: 404,776 shares 404,776 $20.5M 0.29% +47,931 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,412 shares; 2026Q1: 36,652 shares; 2026Q2: 47,640 shares; 2026Q3: 50,280 shares 50,280 $20.4M 0.29% +2,640 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 254,543 shares; 2025Q1: 281,325 shares; 2025Q2: 269,748 shares; 2025Q3: 291,663 shares; 2025Q4: 332,006 shares; 2026Q1: 319,259 shares; 2026Q2: 372,542 shares; 2026Q3: 236,283 shares 236,283 $20.4M 0.29% -136,259 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; 2024Q4: not reported; 2025Q1: 590,659 shares; 2025Q2: 590,031 shares; 2025Q3: 558,185 shares; 2025Q4: 582,225 shares; 2026Q1: 617,404 shares; 2026Q2: 695,270 shares; 2026Q3: 707,671 shares 707,671 $20.3M 0.29% +12,401 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 270,128 shares; 2025Q2: 277,254 shares; 2025Q3: 311,717 shares; 2025Q4: 325,963 shares; 2026Q1: 340,717 shares; 2026Q2: 355,830 shares; 2026Q3: 372,488 shares 372,488 $20.3M 0.29% +16,658 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 439,519 shares; 2025Q1: 295,750 shares; 2025Q2: 293,498 shares; 2025Q3: 308,721 shares; 2025Q4: 322,527 shares; 2026Q1: 342,918 shares; 2026Q2: 392,043 shares; 2026Q3: 396,952 shares 396,952 $20.3M 0.29% +4,909 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 477,410 shares; 2025Q1: 525,042 shares; 2025Q2: 548,423 shares; 2025Q3: 578,088 shares; 2025Q4: 503,336 shares; 2026Q1: 452,466 shares; 2026Q2: 539,612 shares; 2026Q3: 482,585 shares 482,585 $20.1M 0.29% -57,027 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,826 shares; 2025Q1: 20,669 shares; 2025Q2: 24,684 shares; 2025Q3: 25,724 shares; 2025Q4: 25,817 shares; 2026Q1: 22,639 shares; 2026Q2: 22,556 shares; 2026Q3: 19,683 shares 19,683 $19.9M 0.28% -2,873 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,243 shares; 2025Q3: 99,964 shares; 2025Q4: 897,563 shares; 2026Q1: 950,316 shares; 2026Q2: 959,843 shares; 2026Q3: 982,819 shares 982,819 $19.7M 0.28% +22,976 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; 2024Q4: not reported; 2025Q1: 108,909 shares; 2025Q2: 126,890 shares; 2025Q3: 164,073 shares; 2025Q4: 189,009 shares; 2026Q1: 194,197 shares; 2026Q2: 165,141 shares; 2026Q3: 129,802 shares 129,802 $19.7M 0.28% -35,339 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 143,667 shares; 2025Q1: 222,967 shares; 2025Q2: 259,180 shares; 2025Q3: 319,444 shares; 2025Q4: 357,539 shares; 2026Q1: 368,250 shares; 2026Q2: 279,378 shares; 2026Q3: 213,846 shares 213,846 $19.7M 0.28% -65,532 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,505 shares; 2025Q1: 46,951 shares; 2025Q2: 47,236 shares; 2025Q3: 47,551 shares; 2025Q4: 46,160 shares; 2026Q1: 44,623 shares; 2026Q2: 45,254 shares; 2026Q3: 46,438 shares 46,438 $19.6M 0.28% +1,184 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 216,899 shares; 2025Q1: 224,375 shares; 2025Q2: 218,414 shares; 2025Q3: 230,372 shares; 2025Q4: 234,261 shares; 2026Q1: 257,268 shares; 2026Q2: 468,335 shares; 2026Q3: 443,592 shares 443,592 $19.4M 0.28% -24,743 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,112 shares; 2025Q1: 77,113 shares; 2025Q2: 82,924 shares; 2025Q3: 87,652 shares; 2025Q4: 100,542 shares; 2026Q1: 92,857 shares; 2026Q2: 79,748 shares; 2026Q3: 69,438 shares 69,438 $19.1M 0.27% -10,310 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,430 shares; 2025Q3: 40,058 shares; 2025Q4: 38,093 shares; 2026Q1: 47,192 shares; 2026Q2: 43,711 shares; 2026Q3: 43,664 shares 43,664 $19M 0.27% -47 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; 2024Q4: 324,617 shares; 2025Q1: 363,039 shares; 2025Q2: 459,127 shares; 2025Q3: 471,721 shares; 2025Q4: 457,399 shares; 2026Q1: 392,608 shares; 2026Q2: 345,391 shares; 2026Q3: 342,223 shares 342,223 $18.8M 0.27% -3,168 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,308 shares; 2025Q1: 26,773 shares; 2025Q2: 25,456 shares; 2025Q3: 27,224 shares; 2025Q4: 325,918 shares; 2026Q1: 339,021 shares; 2026Q2: 258,969 shares; 2026Q3: 269,854 shares 269,854 $18.8M 0.27% +10,885 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 164,235 shares; 2025Q2: 193,309 shares; 2025Q3: 245,725 shares; 2025Q4: 279,217 shares; 2026Q1: 288,216 shares; 2026Q2: 264,367 shares; 2026Q3: 211,052 shares 211,052 $18.7M 0.27% -53,315 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,531 shares; 2025Q1: 4,605 shares; 2025Q2: 28,194 shares; 2025Q3: 23,388 shares; 2025Q4: 155,423 shares; 2026Q1: 151,725 shares; 2026Q2: 149,497 shares; 2026Q3: 144,234 shares 144,234 $18.7M 0.27% -5,263 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,145 shares; 2026Q1: 129,288 shares; 2026Q2: 135,887 shares; 2026Q3: 139,738 shares 139,738 $18.5M 0.26% +3,851 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,891 shares; 2025Q1: 1,920 shares; 2025Q2: 2,492 shares; 2025Q3: 42,849 shares; 2025Q4: 44,229 shares; 2026Q1: 48,105 shares; 2026Q2: 51,157 shares; 2026Q3: 82,749 shares 82,749 $18.2M 0.26% +31,592 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,108 shares; 2025Q1: 94,170 shares; 2025Q2: 114,922 shares; 2025Q3: 122,873 shares; 2025Q4: 145,595 shares; 2026Q1: 144,870 shares; 2026Q2: 132,564 shares; 2026Q3: 117,226 shares 117,226 $18M 0.26% -15,338 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,488 shares; 2025Q3: 139,500 shares; 2025Q4: 124,572 shares; 2026Q1: 129,799 shares; 2026Q2: 133,858 shares; 2026Q3: 158,500 shares 158,500 $18M 0.26% +24,642 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; 2024Q4: not reported; 2025Q1: 564,311 shares; 2025Q2: 581,991 shares; 2025Q3: 95,493 shares; 2025Q4: 96,136 shares; 2026Q1: 147,238 shares; 2026Q2: 148,653 shares; 2026Q3: 130,200 shares 130,200 $17.9M 0.26% -18,453 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,329 shares; 2025Q1: 115,854 shares; 2025Q2: 137,054 shares; 2025Q3: 146,984 shares; 2025Q4: 153,548 shares; 2026Q1: 141,600 shares; 2026Q2: 139,128 shares; 2026Q3: 96,314 shares 96,314 $17.7M 0.25% -42,814 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; 2024Q4: 199,393 shares; 2025Q1: 223,168 shares; 2025Q2: 230,097 shares; 2025Q3: 175,026 shares; 2025Q4: 172,694 shares; 2026Q1: 162,817 shares; 2026Q2: 150,351 shares; 2026Q3: 134,714 shares 134,714 $17.7M 0.25% -15,637 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280,294 shares; 2025Q1: 285,351 shares; 2025Q2: 293,031 shares; 2025Q3: 299,406 shares; 2025Q4: 346,541 shares; 2026Q1: 362,674 shares; 2026Q2: 236,263 shares; 2026Q3: 178,998 shares 178,998 $17.7M 0.25% -57,265 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,813 shares; 2025Q3: 7,921 shares; 2025Q4: 62,677 shares; 2026Q1: 60,187 shares; 2026Q2: 62,088 shares; 2026Q3: 68,661 shares 68,661 $17.7M 0.25% +6,573 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,647 shares; 2025Q3: 5,878 shares; 2025Q4: 44,806 shares; 2026Q1: 42,347 shares; 2026Q2: 48,527 shares; 2026Q3: 66,041 shares 66,041 $17.6M 0.25% +17,514 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,547 shares; 2025Q3: 14,540 shares; 2025Q4: 114,773 shares; 2026Q1: 120,016 shares; 2026Q2: 121,911 shares; 2026Q3: 129,757 shares 129,757 $17.5M 0.25% +7,846 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,645 shares; 2025Q4: 79,964 shares; 2026Q1: 76,187 shares; 2026Q2: 73,559 shares; 2026Q3: 62,343 shares 62,343 $17.5M 0.25% -11,216 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,872 shares; 2025Q1: 3,473 shares; 2025Q2: 3,371 shares; 2025Q3: 2,945 shares; 2025Q4: 130,568 shares; 2026Q1: 131,696 shares; 2026Q2: 130,949 shares; 2026Q3: 126,273 shares 126,273 $17.4M 0.25% -4,676 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,685 shares; 2025Q1: 3,703 shares; 2025Q2: 3,799 shares; 2025Q3: 8,842 shares; 2025Q4: 187,308 shares; 2026Q1: 186,046 shares; 2026Q2: 184,062 shares; 2026Q3: 161,601 shares 161,601 $17.4M 0.25% -22,461 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225,410 shares; 2025Q4: 228,082 shares; 2026Q1: 231,353 shares; 2026Q2: 234,911 shares; 2026Q3: 257,036 shares 257,036 $17.3M 0.25% +22,125 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,158 shares; 2025Q1: 13,838 shares; 2025Q2: 13,926 shares; 2025Q3: 163,611 shares; 2025Q4: 167,388 shares; 2026Q1: 172,589 shares; 2026Q2: 180,333 shares; 2026Q3: 214,893 shares 214,893 $17.2M 0.25% +34,560 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,064 shares; 2025Q4: 128,191 shares; 2026Q1: 130,649 shares; 2026Q2: 134,741 shares; 2026Q3: 144,410 shares 144,410 $17.2M 0.25% +9,669 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 492,490 shares; 2026Q3: 535,282 shares 535,282 $16.7M 0.24% +42,792 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,844 shares; 2026Q1: 8,477 shares; 2026Q2: 82,075 shares; 2026Q3: 85,887 shares 85,887 $16.7M 0.24% +3,812 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 477,013 shares; 2025Q4: 503,379 shares; 2026Q1: 494,726 shares; 2026Q2: 498,088 shares; 2026Q3: 553,185 shares 553,185 $16.7M 0.24% +55,097 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,753 shares; 2025Q1: 7,049 shares; 2025Q2: 8,047 shares; 2025Q3: 289,749 shares; 2025Q4: 284,512 shares; 2026Q1: 274,647 shares; 2026Q2: 279,287 shares; 2026Q3: 285,610 shares 285,610 $16.5M 0.24% +6,323 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128,733 shares; 2025Q1: 128,593 shares; 2025Q2: 18,730 shares; 2025Q3: 16,593 shares; 2025Q4: 257,838 shares; 2026Q1: 263,716 shares; 2026Q2: 276,944 shares; 2026Q3: 342,617 shares 342,617 $16.3M 0.23% +65,673 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,993 shares; 2025Q2: 3,212 shares; 2025Q3: 132,527 shares; 2025Q4: 118,902 shares; 2026Q1: 120,253 shares; 2026Q2: 121,230 shares; 2026Q3: 136,900 shares 136,900 $16.2M 0.23% +15,670 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288,773 shares; 2026Q1: 271,483 shares; 2026Q2: 268,697 shares; 2026Q3: 281,005 shares 281,005 $16.1M 0.23% +12,308 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,143 shares; 2025Q2: 58,906 shares; 2025Q3: 67,025 shares; 2025Q4: 67,772 shares; 2026Q1: 69,380 shares; 2026Q2: 70,427 shares; 2026Q3: 72,510 shares 72,510 $16.1M 0.23% +2,083 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,610 shares; 2025Q3: 32,165 shares; 2025Q4: 291,780 shares; 2026Q1: 301,441 shares; 2026Q2: 308,894 shares; 2026Q3: 351,573 shares 351,573 $16.1M 0.23% +42,679 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,855 shares; 2025Q1: 304,016 shares; 2025Q2: 347,908 shares; 2025Q3: 446,939 shares; 2025Q4: 555,448 shares; 2026Q1: 624,768 shares; 2026Q2: 922,374 shares; 2026Q3: 666,950 shares 666,950 $15.8M 0.23% -255,424 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,428 shares; 2025Q1: 39,711 shares; 2025Q2: 35,941 shares; 2025Q3: 37,889 shares; 2025Q4: 38,726 shares; 2026Q1: 39,128 shares; 2026Q2: 47,348 shares; 2026Q3: 55,220 shares 55,220 $15.7M 0.22% +7,872 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,337 shares; 2025Q1: 16,891 shares; 2025Q2: 32,233 shares; 2025Q3: 48,932 shares; 2025Q4: 69,295 shares; 2026Q1: 89,887 shares; 2026Q2: 117,052 shares; 2026Q3: 132,690 shares 132,690 $15.7M 0.22% +15,638 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 541,889 shares; 2026Q1: 575,240 shares; 2026Q2: 597,343 shares; 2026Q3: 667,877 shares 667,877 $15.2M 0.22% +70,534 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,176 shares; 2025Q1: 2,187 shares; 2025Q2: 9,391 shares; 2025Q3: 13,107 shares; 2025Q4: 16,060 shares; 2026Q1: 14,776 shares; 2026Q2: 18,321 shares; 2026Q3: 20,470 shares 20,470 $15.1M 0.22% +2,149 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,693 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,914 shares; 2026Q1: 135,704 shares; 2026Q2: 138,668 shares; 2026Q3: 161,355 shares 161,355 $15.1M 0.22% +22,687 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403,381 shares; 2025Q3: 413,893 shares; 2025Q4: 424,454 shares; 2026Q1: 435,894 shares; 2026Q2: 430,231 shares; 2026Q3: 433,927 shares 433,927 $14.7M 0.21% +3,696 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; 2024Q4: 258,662 shares; 2025Q1: 275,605 shares; 2025Q2: 277,737 shares; 2025Q3: 265,383 shares; 2025Q4: 267,392 shares; 2026Q1: 268,297 shares; 2026Q2: 275,289 shares; 2026Q3: 273,174 shares 273,174 $14.5M 0.21% -2,115 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475,270 shares; 2026Q3: 479,153 shares 479,153 $14.2M 0.2% +3,883 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,654 shares; 2025Q3: 25,057 shares; 2025Q4: 263,056 shares; 2026Q1: 252,605 shares; 2026Q2: 251,283 shares; 2026Q3: 262,806 shares 262,806 $14.1M 0.2% +11,523 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; 2024Q4: not reported; 2025Q1: 15,552 shares; 2025Q2: 35,024 shares; 2025Q3: 69,452 shares; 2025Q4: 109,289 shares; 2026Q1: 129,439 shares; 2026Q2: 175,260 shares; 2026Q3: 195,020 shares 195,020 $12.3M 0.18% +19,760 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 214,226 shares; 2026Q2: 222,302 shares; 2026Q3: 231,425 shares 231,425 $11.6M 0.17% +9,123 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,937 shares; 2025Q1: 37,410 shares; 2025Q2: 41,129 shares; 2025Q3: 79,132 shares; 2025Q4: 95,808 shares; 2026Q1: 120,330 shares; 2026Q2: 575,505 shares; 2026Q3: 468,326 shares 468,326 $10.2M 0.15% -107,179 Timeline NASA TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 346,592 shares; 2026Q3: 411,947 shares 411,947 $9.87M 0.14% +65,355 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 63,267 shares 63,267 $9.54M 0.14% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 24,470 shares; 2025Q2: 311,233 shares; 2025Q3: 291,256 shares; 2025Q4: 310,835 shares; 2026Q1: 342,348 shares; 2026Q2: 304,499 shares; 2026Q3: 274,793 shares 274,793 $8.24M 0.12% -29,706 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 401,393 shares; 2025Q4: 405,937 shares; 2026Q1: 309,408 shares; 2026Q2: 313,587 shares; 2026Q3: 305,117 shares 305,117 $8.12M 0.12% -8,470 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 456,923 shares; 2025Q1: 487,288 shares; 2025Q2: 494,630 shares; 2025Q3: 280,664 shares; 2025Q4: 285,578 shares; 2026Q1: 294,190 shares; 2026Q2: 302,753 shares; 2026Q3: 304,237 shares 304,237 $8M 0.11% +1,484 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,502 shares; 2025Q1: 143,006 shares; 2025Q2: 144,259 shares; 2025Q3: 147,069 shares; 2025Q4: 149,904 shares; 2026Q1: 154,671 shares; 2026Q2: 159,674 shares; 2026Q3: 161,850 shares 161,850 $7.95M 0.11% +2,176 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 130,546 shares; 2025Q1: 142,831 shares; 2025Q2: 161,389 shares; 2025Q3: 162,914 shares; 2025Q4: 163,353 shares; 2026Q1: 164,206 shares; 2026Q2: 165,461 shares; 2026Q3: 159,917 shares 159,917 $7.83M 0.11% -5,544 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,442 shares; 2025Q1: 31,123 shares; 2025Q2: 33,871 shares; 2025Q3: 43,623 shares; 2025Q4: 57,323 shares; 2026Q1: 115,766 shares; 2026Q2: 119,099 shares; 2026Q3: 113,663 shares 113,663 $7.71M 0.11% -5,436 Timeline HCOW AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 257,494 shares; 2025Q1: 279,544 shares; 2025Q2: 316,506 shares; 2025Q3: 320,524 shares; 2025Q4: 323,379 shares; 2026Q1: 328,198 shares; 2026Q2: 338,147 shares; 2026Q3: 327,434 shares 327,434 $7.67M 0.11% -10,713 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 375,447 shares; 2025Q1: 402,551 shares; 2025Q2: 408,636 shares; 2025Q3: 414,009 shares; 2025Q4: 419,397 shares; 2026Q1: 424,145 shares; 2026Q2: 436,935 shares; 2026Q3: 449,843 shares 449,843 $7.67M 0.11% +12,908 Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,577 shares; 2025Q4: 153,420 shares; 2026Q1: 162,919 shares; 2026Q2: 166,746 shares; 2026Q3: 164,764 shares 164,764 $7.45M 0.11% -1,982 Timeline KBWD 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; 2024Q4: 452,177 shares; 2025Q1: 483,636 shares; 2025Q2: 523,842 shares; 2025Q3: 537,666 shares; 2025Q4: 549,196 shares; 2026Q1: 624,614 shares; 2026Q2: 642,248 shares; 2026Q3: 647,708 shares 647,708 $7.16M 0.1% +5,460 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; 2024Q4: not reported; 2025Q1: 5,622 shares; 2025Q2: 5,577 shares; 2025Q3: 2,575 shares; 2025Q4: 2,893 shares; 2026Q1: 2,949 shares; 2026Q2: 3,138 shares; 2026Q3: 37,466 shares 37,466 $7.01M 0.1% +34,328 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,332 shares; 2025Q1: 2,457 shares; 2025Q2: 3,247 shares; 2025Q3: 5,097 shares; 2025Q4: 7,028 shares; 2026Q1: 14,905 shares; 2026Q2: 15,283 shares; 2026Q3: 15,000 shares 15,000 $6.84M 0.1% -283 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,044 shares; 2025Q1: 49,618 shares; 2025Q2: 41,951 shares; 2025Q3: 41,310 shares; 2025Q4: 43,751 shares; 2026Q1: 43,245 shares; 2026Q2: 44,958 shares; 2026Q3: 46,505 shares 46,505 $6.8M 0.1% +1,547 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,365 shares; 2025Q1: 9,610 shares; 2025Q2: 11,443 shares; 2025Q3: 17,952 shares; 2025Q4: 26,395 shares; 2026Q1: 69,793 shares; 2026Q2: 73,110 shares; 2026Q3: 70,690 shares 70,690 $6.72M 0.1% -2,420 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 184,149 shares; 2026Q2: 187,623 shares; 2026Q3: 160,752 shares 160,752 $6.69M 0.1% -26,871 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285,564 shares; 2026Q2: 301,721 shares; 2026Q3: 288,000 shares 288,000 $6.64M 0.09% -13,721 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 560,535 shares; 2026Q2: 598,687 shares; 2026Q3: 583,103 shares 583,103 $6.44M 0.09% -15,584 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,536 shares; 2026Q2: 191,552 shares; 2026Q3: 180,491 shares 180,491 $6.41M 0.09% -11,061 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,073 shares; 2026Q2: 52,942 shares; 2026Q3: 51,836 shares 51,836 $6.38M 0.09% -1,106 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; 2024Q4: 34,477 shares; 2025Q1: 34,818 shares; 2025Q2: 43,326 shares; 2025Q3: 73,350 shares; 2025Q4: 108,832 shares; 2026Q1: 236,764 shares; 2026Q2: 251,341 shares; 2026Q3: 244,002 shares 244,002 $6.32M 0.09% -7,339 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,937 shares; 2025Q1: 7,078 shares; 2025Q2: 102,683 shares; 2025Q3: 90,131 shares; 2025Q4: 87,255 shares; 2026Q1: 92,817 shares; 2026Q2: 81,999 shares; 2026Q3: 74,546 shares 74,546 $6.19M 0.09% -7,453 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,510 shares; 2025Q1: 11,866 shares; 2025Q2: 11,961 shares; 2025Q3: 12,079 shares; 2025Q4: 11,965 shares; 2026Q1: 12,097 shares; 2026Q2: 12,164 shares; 2026Q3: 12,123 shares 12,123 $6.17M 0.09% -41 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188,255 shares; 2026Q2: 985,027 shares; 2026Q3: 1,161,854 shares 1,161,854 $6.17M 0.09% +176,827 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 330,819 shares; 2026Q2: 349,922 shares; 2026Q3: 337,583 shares 337,583 $6.13M 0.09% -12,339 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 594,862 shares; 2026Q2: 638,711 shares; 2026Q3: 625,248 shares 625,248 $6.11M 0.09% -13,463 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,404 shares; 2026Q2: 38,964 shares; 2026Q3: 37,815 shares 37,815 $6.08M 0.09% -1,149 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157,454 shares; 2026Q2: 165,151 shares; 2026Q3: 160,643 shares 160,643 $6.06M 0.09% -4,508 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,189 shares; 2025Q1: 10,326 shares; 2025Q2: 12,324 shares; 2025Q3: 19,313 shares; 2025Q4: 27,558 shares; 2026Q1: 60,673 shares; 2026Q2: 63,621 shares; 2026Q3: 60,734 shares 60,734 $6.03M 0.09% -2,887 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,546 shares; 2026Q2: 83,533 shares; 2026Q3: 79,979 shares 79,979 $6.02M 0.09% -3,554 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188,781 shares; 2026Q2: 190,819 shares; 2026Q3: 172,359 shares 172,359 $6.02M 0.09% -18,460 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,297 shares; 2025Q1: 5,409 shares; 2025Q2: 6,612 shares; 2025Q3: 11,723 shares; 2025Q4: 18,110 shares; 2026Q1: 51,488 shares; 2026Q2: 53,574 shares; 2026Q3: 50,464 shares 50,464 $6M 0.09% -3,110 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 354,523 shares; 2026Q2: 375,192 shares; 2026Q3: 370,446 shares 370,446 $5.98M 0.09% -4,746 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,087 shares; 2025Q1: 8,278 shares; 2025Q2: 10,355 shares; 2025Q3: 16,581 shares; 2025Q4: 23,079 shares; 2026Q1: 56,350 shares; 2026Q2: 57,990 shares; 2026Q3: 53,966 shares 53,966 $5.95M 0.08% -4,024 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; 2024Q4: 3,612 shares; 2025Q1: 3,748 shares; 2025Q2: 4,773 shares; 2025Q3: 8,156 shares; 2025Q4: 11,975 shares; 2026Q1: 30,956 shares; 2026Q2: 32,151 shares; 2026Q3: 29,902 shares 29,902 $5.88M 0.08% -2,249 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,880 shares; 2025Q1: 6,909 shares; 2025Q2: 8,145 shares; 2025Q3: 13,218 shares; 2025Q4: 19,913 shares; 2026Q1: 55,600 shares; 2026Q2: 58,841 shares; 2026Q3: 57,175 shares 57,175 $5.82M 0.08% -1,666 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 217,893 shares; 2025Q1: 193,258 shares; 2025Q2: 200,526 shares; 2025Q3: 180,750 shares; 2025Q4: 171,021 shares; 2026Q1: 148,394 shares; 2026Q2: 141,116 shares; 2026Q3: 253,328 shares 253,328 $5.8M 0.08% +112,212 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,438 shares; 2025Q1: 3,492 shares; 2025Q2: 4,245 shares; 2025Q3: 6,426 shares; 2025Q4: 8,838 shares; 2026Q1: 23,742 shares; 2026Q2: 25,269 shares; 2026Q3: 27,266 shares 27,266 $5.76M 0.08% +1,997 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; 2024Q4: 14,882 shares; 2025Q1: 15,315 shares; 2025Q2: 19,225 shares; 2025Q3: 30,940 shares; 2025Q4: 45,827 shares; 2026Q1: 127,288 shares; 2026Q2: 132,484 shares; 2026Q3: 119,345 shares 119,345 $5.74M 0.08% -13,139 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 980,602 shares; 2026Q2: 1,038,552 shares; 2026Q3: 1,019,514 shares 1,019,514 $5.74M 0.08% -19,038 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,474 shares; 2025Q1: 91,849 shares; 2025Q2: 88,680 shares; 2025Q3: 73,531 shares; 2025Q4: 73,744 shares; 2026Q1: 75,410 shares; 2026Q2: 70,720 shares; 2026Q3: 72,902 shares 72,902 $5.69M 0.08% +2,182 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,497 shares; 2026Q2: 39,579 shares; 2026Q3: 39,515 shares 39,515 $5.67M 0.08% -64 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149,459 shares; 2026Q2: 160,989 shares; 2026Q3: 157,665 shares 157,665 $5.66M 0.08% -3,324 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,346 shares; 2025Q1: 6,427 shares; 2025Q2: 7,627 shares; 2025Q3: 13,277 shares; 2025Q4: 20,120 shares; 2026Q1: 48,991 shares; 2026Q2: 52,023 shares; 2026Q3: 52,006 shares 52,006 $5.62M 0.08% -17 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,347 shares; 2025Q1: 52,429 shares; 2025Q2: 52,487 shares; 2025Q3: 44,886 shares; 2025Q4: 168,583 shares; 2026Q1: 146,609 shares; 2026Q2: 139,414 shares; 2026Q3: 251,359 shares 251,359 $5.61M 0.08% +111,945 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,131 shares; 2025Q1: 1,200 shares; 2025Q2: 1,464 shares; 2025Q3: 2,449 shares; 2025Q4: 3,829 shares; 2026Q1: 11,350 shares; 2026Q2: 11,794 shares; 2026Q3: 11,598 shares 11,598 $5.51M 0.08% -196 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 214,859 shares; 2026Q2: 228,174 shares; 2026Q3: 225,795 shares 225,795 $5.48M 0.08% -2,379 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,404 shares; 2026Q2: 86,208 shares; 2026Q3: 90,135 shares 90,135 $5.47M 0.08% +3,927 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,124 shares; 2026Q3: 53,636 shares 53,636 $5.42M 0.08% +1,512 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,014 shares; 2025Q1: 14,063 shares; 2025Q2: 18,160 shares; 2025Q3: 33,218 shares; 2025Q4: 53,529 shares; 2026Q1: 195,331 shares; 2026Q2: 205,110 shares; 2026Q3: 202,989 shares 202,989 $5.4M 0.08% -2,121 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,285 shares; 2025Q1: 5,376 shares; 2025Q2: 6,419 shares; 2025Q3: 10,271 shares; 2025Q4: 14,661 shares; 2026Q1: 35,153 shares; 2026Q2: 37,294 shares; 2026Q3: 37,780 shares 37,780 $5.39M 0.08% +486 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,400 shares; 2026Q2: 130,897 shares; 2026Q3: 126,815 shares 126,815 $5.31M 0.08% -4,082 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; 2024Q4: 7,993 shares; 2025Q1: 8,156 shares; 2025Q2: 10,044 shares; 2025Q3: 16,642 shares; 2025Q4: 24,283 shares; 2026Q1: 61,308 shares; 2026Q2: 65,039 shares; 2026Q3: 69,880 shares 69,880 $5.3M 0.08% +4,841 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,520 shares; 2026Q2: 13,408 shares; 2026Q3: 13,738 shares 13,738 $5.24M 0.07% +330 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,883 shares; 2026Q2: 23,481 shares; 2026Q3: 24,634 shares 24,634 $5.15M 0.07% +1,153 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,835 shares 4,835 $5.15M 0.07% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,249 shares; 2025Q3: 4,252 shares; 2025Q4: 5,962 shares; 2026Q1: 15,073 shares; 2026Q2: 16,519 shares; 2026Q3: 17,358 shares 17,358 $5.12M 0.07% +839 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,924 shares; 2025Q1: 32,045 shares; 2025Q2: 36,369 shares; 2025Q3: 53,636 shares; 2025Q4: 73,914 shares; 2026Q1: 172,573 shares; 2026Q2: 184,961 shares; 2026Q3: 202,290 shares 202,290 $5M 0.07% +17,329 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,937 shares; 2026Q2: 38,087 shares; 2026Q3: 44,649 shares 44,649 $4.8M 0.07% +6,562 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,032 shares; 2025Q1: 5,175 shares; 2025Q2: 6,558 shares; 2025Q3: 10,955 shares; 2025Q4: 15,925 shares; 2026Q1: 43,267 shares; 2026Q2: 46,739 shares; 2026Q3: 56,273 shares 56,273 $4.66M 0.07% +9,534 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,811 shares; 2025Q1: 28,500 shares; 2025Q2: 29,523 shares; 2025Q3: 41,018 shares; 2025Q4: 42,858 shares; 2026Q1: 46,353 shares; 2026Q2: 94,782 shares; 2026Q3: 97,921 shares 97,921 $4.64M 0.07% +3,139 Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,216 shares; 2025Q1: 38,732 shares; 2025Q2: 38,821 shares; 2025Q3: 33,170 shares; 2025Q4: 120,534 shares; 2026Q1: 104,551 shares; 2026Q2: 99,796 shares; 2026Q3: 182,395 shares 182,395 $4.54M 0.06% +82,599 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; 2024Q4: 9,232 shares; 2025Q1: 9,238 shares; 2025Q2: 9,972 shares; 2025Q3: 9,635 shares; 2025Q4: 9,772 shares; 2026Q1: 10,443 shares; 2026Q2: 10,605 shares; 2026Q3: 12,005 shares 12,005 $4.49M 0.06% +1,400 Timeline MYCF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 157,473 shares; 2025Q1: 140,836 shares; 2025Q2: 145,946 shares; 2025Q3: 131,739 shares; 2025Q4: 120,496 shares; 2026Q1: 104,487 shares; 2026Q2: 99,805 shares; 2026Q3: 178,353 shares 178,353 $4.47M 0.06% +78,548 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,526 shares; 2025Q1: 66,213 shares; 2025Q2: 54,960 shares; 2025Q3: 54,214 shares; 2025Q4: 56,992 shares; 2026Q1: 55,961 shares; 2026Q2: 58,090 shares; 2026Q3: 59,810 shares 59,810 $4.43M 0.06% +1,720 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,820 shares; 2026Q2: 46,256 shares; 2026Q3: 46,200 shares 46,200 $4.32M 0.06% -56 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,721 shares; 2025Q1: 82,377 shares; 2025Q2: 69,694 shares; 2025Q3: 69,159 shares; 2025Q4: 74,108 shares; 2026Q1: 72,449 shares; 2026Q2: 75,253 shares; 2026Q3: 77,736 shares 77,736 $4.04M 0.06% +2,483 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 22,006 shares; 2025Q2: 27,165 shares; 2025Q3: 32,219 shares; 2025Q4: 33,551 shares; 2026Q1: 52,074 shares; 2026Q2: 52,979 shares; 2026Q3: 54,678 shares 54,678 $3.93M 0.06% +1,699 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221,720 shares; 2026Q2: 246,702 shares; 2026Q3: 247,321 shares 247,321 $3.81M 0.05% +619 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,592 shares; 2025Q1: 4,261 shares; 2025Q2: 4,142 shares; 2025Q3: 3,844 shares; 2025Q4: 3,805 shares; 2026Q1: 7,842 shares; 2026Q2: 7,935 shares; 2026Q3: 6,123 shares 6,123 $3.34M 0.05% -1,812 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,522 shares; 2025Q1: 929 shares; 2025Q2: 814 shares; 2025Q3: 2,217 shares; 2025Q4: 4,258 shares; 2026Q1: 3,787 shares; 2026Q2: 3,955 shares; 2026Q3: 4,299 shares 4,299 $3.28M 0.05% +344 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,525 shares; 2025Q1: 2,344 shares; 2025Q2: 36,234 shares; 2025Q3: 36,443 shares; 2025Q4: 41,827 shares; 2026Q1: 39,433 shares; 2026Q2: 38,507 shares; 2026Q3: 37,747 shares 37,747 $3.22M 0.05% -760 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,439 shares; 2026Q2: 29,602 shares; 2026Q3: 28,928 shares 28,928 $3.21M 0.05% -674 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,174 shares; 2026Q2: 10,687 shares; 2026Q3: 9,987 shares 9,987 $3.1M 0.04% -700 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,259 shares; 2025Q1: 6,480 shares; 2025Q2: 5,885 shares; 2025Q3: 5,540 shares; 2025Q4: 5,601 shares; 2026Q1: 10,881 shares; 2026Q2: 11,655 shares; 2026Q3: 9,829 shares 9,829 $3.01M 0.04% -1,826 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,935 shares; 2026Q2: 26,870 shares; 2026Q3: 26,577 shares 26,577 $2.95M 0.04% -293 Timeline JUST 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; 2024Q4: 31,504 shares; 2025Q1: 29,845 shares; 2025Q2: 24,304 shares; 2025Q3: 23,991 shares; 2025Q4: 25,289 shares; 2026Q1: 24,977 shares; 2026Q2: 25,878 shares; 2026Q3: 26,640 shares 26,640 $2.9M 0.04% +762 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,090 shares; 2026Q2: 61,716 shares; 2026Q3: 59,883 shares 59,883 $2.87M 0.04% -1,833 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,041 shares; 2026Q2: 75,384 shares; 2026Q3: 75,139 shares 75,139 $2.82M 0.04% -245 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,659 shares; 2025Q1: 20,349 shares; 2025Q2: 17,991 shares; 2025Q3: 17,340 shares; 2025Q4: 17,498 shares; 2026Q1: 35,495 shares; 2026Q2: 38,365 shares; 2026Q3: 32,919 shares 32,919 $2.77M 0.04% -5,446 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 289,899 shares; 2025Q1: 298,263 shares; 2025Q2: 299,837 shares; 2025Q3: 183,410 shares; 2025Q4: 182,543 shares; 2026Q1: 179,943 shares; 2026Q2: 135,005 shares; 2026Q3: 139,067 shares 139,067 $2.69M 0.04% +4,062 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,172 shares; 2025Q1: 2,217 shares; 2025Q2: 2,895 shares; 2025Q3: 2,924 shares; 2025Q4: 2,892 shares; 2026Q1: 3,151 shares; 2026Q2: 3,399 shares; 2026Q3: 3,806 shares 3,806 $2.67M 0.04% +407 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,085 shares; 2026Q2: 25,652 shares; 2026Q3: 22,638 shares 22,638 $2.59M 0.04% -3,014 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,600 shares; 2026Q2: 7,065 shares; 2026Q3: 6,925 shares 6,925 $2.53M 0.04% -140 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,489 shares; 2026Q2: 58,919 shares; 2026Q3: 58,336 shares 58,336 $2.52M 0.04% -583 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,728 shares; 2025Q1: 26,270 shares; 2025Q2: 21,657 shares; 2025Q3: 21,003 shares; 2025Q4: 21,631 shares; 2026Q1: 21,081 shares; 2026Q2: 19,628 shares; 2026Q3: 13,880 shares 13,880 $2.48M 0.04% -5,748 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,099 shares; 2026Q2: 6,769 shares; 2026Q3: 6,961 shares 6,961 $2.43M 0.03% +192 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,168 shares; 2025Q1: 1,098 shares; 2025Q2: 1,092 shares; 2025Q3: 1,447 shares; 2025Q4: 1,751 shares; 2026Q1: 1,575 shares; 2026Q2: 1,874 shares; 2026Q3: 2,989 shares 2,989 $2.42M 0.03% +1,115 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,875 shares; 2026Q2: 21,742 shares; 2026Q3: 21,039 shares 21,039 $2.4M 0.03% -703 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,769 shares; 2026Q2: 13,018 shares; 2026Q3: 12,776 shares 12,776 $2.39M 0.03% -242 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,085 shares; 2025Q4: 7,085 shares; 2026Q1: 7,087 shares; 2026Q2: 7,087 shares; 2026Q3: 7,087 shares 7,087 $2.32M 0.03% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,507 shares; 2026Q2: 30,682 shares; 2026Q3: 29,830 shares 29,830 $2.27M 0.03% -852 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,573 shares; 2025Q3: 131,402 shares; 2025Q4: 132,542 shares; 2026Q1: 135,058 shares; 2026Q2: 135,162 shares; 2026Q3: 133,993 shares 133,993 $2.27M 0.03% -1,169 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,331 shares; 2026Q2: 77,334 shares; 2026Q3: 78,490 shares 78,490 $2.25M 0.03% +1,156 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,687 shares; 2026Q2: 18,517 shares; 2026Q3: 18,116 shares 18,116 $2.25M 0.03% -401 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,084 shares; 2026Q2: 9,218 shares; 2026Q3: 8,458 shares 8,458 $2.23M 0.03% -760 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,841 shares; 2025Q1: 45,998 shares; 2025Q2: 47,784 shares; 2025Q3: 52,496 shares; 2025Q4: 52,682 shares; 2026Q1: 54,412 shares; 2026Q2: 61,957 shares; 2026Q3: 68,088 shares 68,088 $2.21M 0.03% +6,131 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,865 shares; 2026Q2: 64,799 shares; 2026Q3: 74,013 shares 74,013 $2.19M 0.03% +9,214 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157,411 shares; 2026Q3: 163,541 shares 163,541 $2.19M 0.03% +6,130 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,786 shares; 2025Q1: 9,313 shares; 2025Q2: 7,639 shares; 2025Q3: 7,521 shares; 2025Q4: 7,942 shares; 2026Q1: 7,834 shares; 2026Q2: 8,150 shares; 2026Q3: 8,406 shares 8,406 $2.15M 0.03% +256 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,723 shares; 2026Q2: 28,167 shares; 2026Q3: 27,243 shares 27,243 $2.12M 0.03% -924 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,720 shares; 2026Q2: 26,652 shares; 2026Q3: 26,305 shares 26,305 $2.11M 0.03% -347 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,239 shares; 2026Q2: 16,717 shares; 2026Q3: 16,391 shares 16,391 $2.1M 0.03% -326 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,044 shares; 2026Q2: 15,388 shares; 2026Q3: 15,012 shares 15,012 $2.06M 0.03% -376 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,515 shares; 2026Q2: 52,820 shares; 2026Q3: 54,974 shares 54,974 $2.02M 0.03% +2,154 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,308 shares; 2026Q3: 6,519 shares 6,519 $2.02M 0.03% -789 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150,362 shares; 2025Q1: 179,401 shares; 2025Q2: 17,641 shares; 2025Q3: 17,109 shares; 2025Q4: 17,989 shares; 2026Q1: 17,737 shares; 2026Q2: 45,565 shares; 2026Q3: 24,586 shares 24,586 $2.01M 0.03% -20,979 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,875 shares; 2025Q1: 15,141 shares; 2025Q2: 16,634 shares; 2025Q3: 15,145 shares; 2025Q4: 14,633 shares; 2026Q1: 13,458 shares; 2026Q2: 12,535 shares; 2026Q3: 9,069 shares 9,069 $1.99M 0.03% -3,466 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,711 shares; 2026Q3: 7,786 shares 7,786 $1.99M 0.03% -925 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,890 shares; 2026Q3: 23,059 shares 23,059 $1.99M 0.03% -831 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,117 shares; 2026Q2: 24,133 shares; 2026Q3: 22,357 shares 22,357 $1.92M 0.03% -1,776 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,312 shares; 2026Q2: 13,929 shares; 2026Q3: 13,713 shares 13,713 $1.9M 0.03% -216 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,516 shares; 2026Q2: 18,869 shares; 2026Q3: 18,890 shares 18,890 $1.86M 0.03% +21 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,304 shares; 2026Q2: 26,347 shares; 2026Q3: 26,522 shares 26,522 $1.86M 0.03% +175 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129,483 shares; 2025Q1: 3,161 shares; 2025Q2: 2,987 shares; 2025Q3: 3,117 shares; 2025Q4: 3,090 shares; 2026Q1: 3,204 shares; 2026Q2: 2,800 shares; 2026Q3: 3,031 shares 3,031 $1.85M 0.03% +231 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,527 shares; 2026Q2: 5,132 shares; 2026Q3: 5,151 shares 5,151 $1.83M 0.03% +19 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,960 shares; 2025Q1: 16,939 shares; 2025Q2: 16,905 shares; 2025Q3: 15,984 shares; 2025Q4: 15,957 shares; 2026Q1: 19,949 shares; 2026Q2: 20,316 shares; 2026Q3: 20,045 shares 20,045 $1.82M 0.03% -271 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209,173 shares; 2026Q3: 173,853 shares 173,853 $1.8M 0.03% -35,320 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,618 shares; 2025Q1: 4,186 shares; 2025Q2: 4,316 shares; 2025Q3: 3,965 shares; 2025Q4: 3,736 shares; 2026Q1: 4,759 shares; 2026Q2: 4,810 shares; 2026Q3: 4,601 shares 4,601 $1.78M 0.03% -209 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,931 shares; 2026Q2: 31,829 shares; 2026Q3: 31,067 shares 31,067 $1.76M 0.03% -762 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,359 shares; 2026Q2: 7,216 shares; 2026Q3: 7,375 shares 7,375 $1.74M 0.02% +159 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,139 shares; 2025Q1: 3,613 shares; 2025Q2: 3,506 shares; 2025Q3: 3,084 shares; 2025Q4: 2,943 shares; 2026Q1: 4,189 shares; 2026Q2: 4,163 shares; 2026Q3: 4,376 shares 4,376 $1.73M 0.02% +213 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,614 shares; 2025Q1: 8,360 shares; 2025Q2: 8,876 shares; 2025Q3: 8,784 shares; 2025Q4: 8,664 shares; 2026Q1: 8,197 shares; 2026Q2: 8,399 shares; 2026Q3: 4,793 shares 4,793 $1.7M 0.02% -3,606 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,876 shares; 2026Q2: 6,606 shares; 2026Q3: 5,769 shares 5,769 $1.66M 0.02% -837 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,437 shares; 2026Q3: 14,952 shares 14,952 $1.65M 0.02% -1,485 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,951 shares; 2026Q2: 10,140 shares; 2026Q3: 10,261 shares 10,261 $1.62M 0.02% +121 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,747 shares; 2025Q3: 24,454 shares; 2025Q4: 22,746 shares; 2026Q1: 21,575 shares; 2026Q2: 20,374 shares; 2026Q3: 21,013 shares 21,013 $1.62M 0.02% +639 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,833 shares; 2025Q3: 39,117 shares; 2025Q4: 30,110 shares; 2026Q1: 29,179 shares; 2026Q2: 28,300 shares; 2026Q3: 28,767 shares 28,767 $1.59M 0.02% +467 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,263 shares; 2025Q1: 55,064 shares; 2025Q2: 45,577 shares; 2025Q3: 40,646 shares; 2025Q4: 40,178 shares; 2026Q1: 40,516 shares; 2026Q2: 38,674 shares; 2026Q3: 34,924 shares 34,924 $1.58M 0.02% -3,750 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,893 shares; 2026Q3: 17,680 shares 17,680 $1.55M 0.02% -213 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,699 shares; 2026Q2: 6,848 shares; 2026Q3: 6,591 shares 6,591 $1.54M 0.02% -257 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,941 shares; 2026Q2: 10,584 shares; 2026Q3: 9,758 shares 9,758 $1.5M 0.02% -826 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,250 shares; 2026Q3: 87,043 shares 87,043 $1.5M 0.02% -207 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,595 shares; 2026Q2: 16,431 shares; 2026Q3: 15,907 shares 15,907 $1.47M 0.02% -524 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,555 shares; 2026Q2: 9,122 shares; 2026Q3: 9,041 shares 9,041 $1.46M 0.02% -81 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,150 shares; 2026Q2: 55,849 shares; 2026Q3: 50,920 shares 50,920 $1.39M 0.02% -4,929 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,416 shares; 2026Q2: 16,644 shares; 2026Q3: 16,645 shares 16,645 $1.39M 0.02% +1 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,580 shares; 2025Q1: 14,050 shares; 2025Q2: 13,409 shares; 2025Q3: 11,758 shares; 2025Q4: 11,389 shares; 2026Q1: 18,027 shares; 2026Q2: 37,897 shares; 2026Q3: 41,658 shares 41,658 $1.39M 0.02% +3,761 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,230 shares; 2025Q1: 76,802 shares; 2025Q2: 76,735 shares; 2025Q3: 70,122 shares; 2025Q4: 9,942 shares; 2026Q1: 9,775 shares; 2026Q2: 9,931 shares; 2026Q3: 10,102 shares 10,102 $1.39M 0.02% +171 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,354 shares; 2026Q3: 10,121 shares 10,121 $1.36M 0.02% -233 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,028 shares; 2026Q3: 19,490 shares 19,490 $1.34M 0.02% -1,538 Timeline RVLV REVOLVE GROUP INC More: the full row for REVOLVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,767 shares; 2026Q3: 62,104 shares 62,104 $1.32M 0.02% -663 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,811 shares; 2025Q1: 32,721 shares; 2025Q2: 32,267 shares; 2025Q3: 31,479 shares; 2025Q4: 33,082 shares; 2026Q1: 33,202 shares; 2026Q2: 33,407 shares; 2026Q3: 22,481 shares 22,481 $1.3M 0.02% -10,926 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,917 shares; 2026Q2: 22,775 shares; 2026Q3: 21,764 shares 21,764 $1.28M 0.02% -1,011 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,984 shares; 2025Q1: 19,239 shares; 2025Q2: 18,493 shares; 2025Q3: 15,948 shares; 2025Q4: 15,618 shares; 2026Q1: 22,766 shares; 2026Q2: 23,585 shares; 2026Q3: 26,830 shares 26,830 $1.26M 0.02% +3,245 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,117 shares; 2026Q2: 12,261 shares; 2026Q3: 11,787 shares 11,787 $1.26M 0.02% -474 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,900 shares; 2025Q4: 7,094 shares; 2026Q1: 6,973 shares; 2026Q2: 6,826 shares; 2026Q3: 10,457 shares 10,457 $1.26M 0.02% +3,631 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,149 shares; 2026Q3: 7,840 shares 7,840 $1.24M 0.02% -309 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,765 shares; 2026Q2: 34,335 shares; 2026Q3: 33,447 shares 33,447 $1.24M 0.02% -888 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,510 shares; 2026Q2: 25,953 shares; 2026Q3: 25,727 shares 25,727 $1.2M 0.02% -226 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,030 shares; 2026Q2: 16,111 shares; 2026Q3: 15,779 shares 15,779 $1.18M 0.02% -332 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 688,669 shares; 2025Q1: 736,393 shares; 2025Q2: 514,192 shares; 2025Q3: 117,511 shares; 2025Q4: 91,181 shares; 2026Q1: 18,081 shares; 2026Q2: 18,015 shares; 2026Q3: 24,091 shares 24,091 $1.17M 0.02% +6,076 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,496 shares; 2026Q3: 36,282 shares 36,282 $1.15M 0.02% -1,214 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,003 shares; 2025Q1: 20,587 shares; 2025Q2: 19,692 shares; 2025Q3: 18,840 shares; 2025Q4: 19,217 shares; 2026Q1: 18,771 shares; 2026Q2: 18,357 shares; 2026Q3: 12,730 shares 12,730 $1.13M 0.02% -5,627 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,268 shares; 2025Q1: 7,835 shares; 2025Q2: 6,312 shares; 2025Q3: 6,288 shares; 2025Q4: 6,707 shares; 2026Q1: 6,604 shares; 2026Q2: 6,822 shares; 2026Q3: 7,059 shares 7,059 $1.11M 0.02% +237 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,852 shares; 2025Q1: 16,080 shares; 2025Q2: 22,856 shares; 2025Q3: 22,718 shares; 2025Q4: 23,375 shares; 2026Q1: 21,724 shares; 2026Q2: 20,455 shares; 2026Q3: 14,113 shares 14,113 $1.11M 0.02% -6,342 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,001 shares; 2025Q3: 10,658 shares; 2025Q4: 8,346 shares; 2026Q1: 8,297 shares; 2026Q2: 8,175 shares; 2026Q3: 9,187 shares 9,187 $1.1M 0.02% +1,012 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,776 shares; 2026Q1: 38,049 shares; 2026Q2: 39,385 shares; 2026Q3: 49,592 shares 49,592 $1.09M 0.02% +10,207 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,017 shares; 2025Q3: 5,361 shares; 2025Q4: 5,044 shares; 2026Q1: 4,953 shares; 2026Q2: 4,882 shares; 2026Q3: 6,321 shares 6,321 $1.08M 0.02% +1,439 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,839 shares; 2025Q1: 10,839 shares; 2025Q2: 10,839 shares; 2025Q3: 10,839 shares; 2025Q4: 11,550 shares; 2026Q1: 11,229 shares; 2026Q2: 11,215 shares; 2026Q3: 12,652 shares 12,652 $1.07M 0.02% +1,437 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,905 shares; 2026Q2: 58,295 shares; 2026Q3: 58,570 shares 58,570 $1.07M 0.02% +275 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175,980 shares; 2025Q1: 173,263 shares; 2025Q2: 189,169 shares; 2025Q3: 15,465 shares; 2025Q4: 14,962 shares; 2026Q1: 13,745 shares; 2026Q2: 13,442 shares; 2026Q3: 13,666 shares 13,666 $1.07M 0.02% +224 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,467 shares; 2025Q1: 4,106 shares; 2025Q2: 4,769 shares; 2025Q3: 4,784 shares; 2025Q4: 5,068 shares; 2026Q1: 4,876 shares; 2026Q2: 4,565 shares; 2026Q3: 3,175 shares 3,175 $1.06M 0.02% -1,390 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,418 shares; 2025Q1: 3,371 shares; 2025Q2: 3,237 shares; 2025Q3: 3,229 shares; 2025Q4: 3,481 shares; 2026Q1: 3,477 shares; 2026Q2: 3,525 shares; 2026Q3: 3,236 shares 3,236 $1.05M 0.01% -289 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,814 shares; 2026Q2: 111,943 shares; 2026Q3: 114,623 shares 114,623 $1.04M 0.01% +2,680 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27,432 shares 27,432 $1.04M 0.01% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,700 shares; 2025Q1: 20,081 shares; 2025Q2: 22,120 shares; 2025Q3: 44,519 shares; 2025Q4: 47,461 shares; 2026Q1: 31,392 shares; 2026Q2: 32,498 shares; 2026Q3: 23,809 shares 23,809 $1.02M 0.01% -8,689 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,508 shares; 2025Q1: 3,138 shares; 2025Q2: 3,082 shares; 2025Q3: 2,751 shares; 2025Q4: 2,837 shares; 2026Q1: 4,577 shares; 2026Q2: 5,281 shares; 2026Q3: 5,530 shares 5,530 $1.02M 0.01% +249 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,665 shares; 2026Q2: 31,150 shares; 2026Q3: 30,595 shares 30,595 $1.01M 0.01% -555 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,543 shares 9,543 $1.01M 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,760 shares; 2025Q1: 2,329 shares; 2025Q2: 2,218 shares; 2025Q3: 1,926 shares; 2025Q4: 1,856 shares; 2026Q1: 2,818 shares; 2026Q2: 3,440 shares; 2026Q3: 3,562 shares 3,562 $958K 0.01% +122 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 288,900 shares; 2025Q1: 347,529 shares; 2025Q2: 324,218 shares; 2025Q3: 343,973 shares; 2025Q4: 369,410 shares; 2026Q1: 429,427 shares; 2026Q2: 491,736 shares; 2026Q3: 18,086 shares 18,086 $950K 0.01% -473,650 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,660 shares; 2025Q1: 8,915 shares; 2025Q2: 7,134 shares; 2025Q3: 7,150 shares; 2025Q4: 7,203 shares; 2026Q1: 7,190 shares; 2026Q2: 7,204 shares; 2026Q3: 8,379 shares 8,379 $937K 0.01% +1,175 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 735 shares; 2025Q1: 936 shares; 2025Q2: 1,342 shares; 2025Q3: 1,387 shares; 2025Q4: 1,431 shares; 2026Q1: 1,634 shares; 2026Q2: 12,761 shares; 2026Q3: 10,347 shares 10,347 $932K 0.01% -2,414 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,192 shares; 2026Q3: 19,366 shares 19,366 $931K 0.01% +5,174 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,096 shares; 2025Q4: 2,628 shares; 2026Q1: 4,293 shares; 2026Q2: 4,460 shares; 2026Q3: 4,726 shares 4,726 $925K 0.01% +266 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,409 shares; 2025Q1: 52,079 shares; 2025Q2: 50,534 shares; 2025Q3: 49,947 shares; 2025Q4: 52,944 shares; 2026Q1: 52,292 shares; 2026Q2: 51,352 shares; 2026Q3: 35,056 shares 35,056 $923K 0.01% -16,296 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,266 shares; 2025Q1: 47,767 shares; 2025Q2: 2,241 shares; 2025Q3: 2,148 shares; 2025Q4: 1,558 shares; 2026Q1: 1,506 shares; 2026Q2: 2,580 shares; 2026Q3: 3,028 shares 3,028 $921K 0.01% +448 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,804 shares; 2025Q1: 9,265 shares; 2025Q2: 9,336 shares; 2025Q3: not reported; 2025Q4: 27,917 shares; 2026Q1: 24,710 shares; 2026Q2: 23,517 shares; 2026Q3: 41,544 shares 41,544 $918K 0.01% +18,027 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,046 shares; 2026Q1: 27,936 shares; 2026Q2: 28,880 shares; 2026Q3: 37,004 shares 37,004 $911K 0.01% +8,124 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 712,211 shares; 2025Q4: 56,736 shares; 2026Q1: 55,259 shares; 2026Q2: 54,824 shares; 2026Q3: 33,990 shares 33,990 $860K 0.01% -20,834 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,640 shares; 2025Q1: 32,207 shares; 2025Q2: 33,136 shares; 2025Q3: 30,012 shares; 2025Q4: 24,773 shares; 2026Q1: 21,742 shares; 2026Q2: 20,474 shares; 2026Q3: 37,689 shares 37,689 $860K 0.01% +17,215 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,119 shares; 2025Q3: 8,207 shares; 2025Q4: 8,659 shares; 2026Q1: 8,671 shares; 2026Q2: 8,894 shares; 2026Q3: 8,213 shares 8,213 $859K 0.01% -681 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,973 shares; 2026Q3: 13,933 shares 13,933 $845K 0.01% -40 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,112 shares; 2026Q3: 27,634 shares 27,634 $833K 0.01% -478 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,331 shares 12,331 $818K 0.01% new Timeline GTES GATES INDL CORP LTD More: the full row for GATES INDL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 31,141 shares 31,141 $816K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,178 shares; 2025Q1: 14,877 shares; 2025Q2: 14,948 shares; 2025Q3: 13,810 shares; 2025Q4: 13,490 shares; 2026Q1: 21,420 shares; 2026Q2: 21,948 shares; 2026Q3: 25,595 shares 25,595 $814K 0.01% +3,647 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,395 shares 29,395 $802K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,451 shares; 2025Q1: 3,454 shares; 2025Q2: 4,711 shares; 2025Q3: 7,455 shares; 2025Q4: 7,110 shares; 2026Q1: 7,267 shares; 2026Q2: 7,504 shares; 2026Q3: 7,003 shares 7,003 $798K 0.01% -501 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,159 shares; 2025Q3: 7,194 shares; 2025Q4: 6,911 shares; 2026Q1: 6,805 shares; 2026Q2: 6,908 shares; 2026Q3: 13,874 shares 13,874 $791K 0.01% +6,966 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,244 shares; 2025Q1: 21,652 shares; 2025Q2: 28,894 shares; 2025Q3: 29,827 shares; 2025Q4: 34,039 shares; 2026Q1: 33,866 shares; 2026Q2: 35,349 shares; 2026Q3: 23,612 shares 23,612 $754K 0.01% -11,737 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $747K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,714 shares; 2025Q1: 5,522 shares; 2025Q2: 5,725 shares; 2025Q3: 114,357 shares; 2025Q4: 7,125 shares; 2026Q1: 6,830 shares; 2026Q2: 6,882 shares; 2026Q3: 7,013 shares 7,013 $736K 0.01% +131 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,181 shares; 2025Q1: 8,408 shares; 2025Q2: 7,959 shares; 2025Q3: 6,976 shares; 2025Q4: 6,524 shares; 2026Q1: 7,569 shares; 2026Q2: 9,459 shares; 2026Q3: 10,722 shares 10,722 $729K 0.01% +1,263 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,769 shares; 2025Q1: 9,790 shares; 2025Q2: 9,794 shares; 2025Q3: 9,323 shares; 2025Q4: 9,321 shares; 2026Q1: 9,338 shares; 2026Q2: 9,350 shares; 2026Q3: 9,034 shares 9,034 $704K 0.01% -316 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,522 shares; 2025Q3: 9,674 shares; 2025Q4: 9,294 shares; 2026Q1: 8,575 shares; 2026Q2: 7,162 shares; 2026Q3: 5,809 shares 5,809 $700K 0.01% -1,353 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 142,144 shares; 2025Q1: 134,495 shares; 2025Q2: 152,161 shares; 2025Q3: 155,369 shares; 2025Q4: 168,968 shares; 2026Q1: 176,335 shares; 2026Q2: 188,827 shares; 2026Q3: 129,258 shares 129,258 $698K 0.01% -59,569 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95,148 shares; 2026Q3: 93,709 shares 93,709 $693K 0.01% -1,439 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,901 shares; 2025Q1: not reported; 2025Q2: 1,936 shares; 2025Q3: 2,476 shares; 2025Q4: 3,034 shares; 2026Q1: 5,498 shares; 2026Q2: 5,443 shares; 2026Q3: 4,848 shares 4,848 $690K 0.01% -595 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,310 shares; 2026Q1: 7,343 shares; 2026Q2: 7,892 shares; 2026Q3: 9,550 shares 9,550 $674K 0.01% +1,658 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 380 shares; 2025Q4: 323 shares; 2026Q1: 323 shares; 2026Q2: 292 shares; 2026Q3: 323 shares 323 $665K 0.01% +31 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,842 shares; 2026Q3: 7,973 shares 7,973 $649K 0.01% +1,131 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,900 shares; 2026Q2: 32,738 shares; 2026Q3: 31,593 shares 31,593 $637K 0.01% -1,145 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,280 shares; 2025Q1: 89,847 shares; 2025Q2: 90,493 shares; 2025Q3: 3,867 shares; 2025Q4: 3,549 shares; 2026Q1: 4,464 shares; 2026Q2: 2,940 shares; 2026Q3: 4,977 shares 4,977 $631K 0.01% +2,037 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 986 shares; 2025Q1: 1,073 shares; 2025Q2: 1,622 shares; 2025Q3: 1,142 shares; 2025Q4: 1,527 shares; 2026Q1: 2,180 shares; 2026Q2: 1,655 shares; 2026Q3: 1,625 shares 1,625 $619K 0.01% -30 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,131 shares; 2025Q1: 4,231 shares; 2025Q2: 4,634 shares; 2025Q3: 4,160 shares; 2025Q4: 3,789 shares; 2026Q1: 3,771 shares; 2026Q2: 3,723 shares; 2026Q3: 4,244 shares 4,244 $617K 0.01% +521 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,991 shares; 2025Q1: 2,997 shares; 2025Q2: 3,010 shares; 2025Q3: 2,929 shares; 2025Q4: 3,242 shares; 2026Q1: 3,244 shares; 2026Q2: 3,272 shares; 2026Q3: 2,951 shares 2,951 $612K 0.01% -321 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,441 shares; 2025Q4: not reported; 2026Q1: 1,454 shares; 2026Q2: 3,880 shares; 2026Q3: 5,022 shares 5,022 $612K 0.01% +1,142 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,630 shares; 2026Q3: 15,357 shares 15,357 $592K 0.01% +1,727 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,409 shares; 2025Q1: 5,513 shares; 2025Q2: 4,726 shares; 2025Q3: 5,336 shares; 2025Q4: 5,182 shares; 2026Q1: 5,630 shares; 2026Q2: 5,681 shares; 2026Q3: 3,148 shares 3,148 $586K 0.01% -2,533 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,422 shares; 2025Q2: 6,904 shares; 2025Q3: 5,761 shares; 2025Q4: 5,918 shares; 2026Q1: 4,436 shares; 2026Q2: 15,629 shares; 2026Q3: 12,758 shares 12,758 $585K 0.01% -2,871 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 450 shares; 2026Q1: 782 shares; 2026Q2: 5,352 shares; 2026Q3: 4,439 shares 4,439 $558K 0.01% -913 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,726 shares; 2026Q2: 3,351 shares; 2026Q3: 3,398 shares 3,398 $558K 0.01% +47 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,051 shares; 2025Q3: 11,614 shares; 2025Q4: 11,749 shares; 2026Q1: 12,056 shares; 2026Q2: 12,098 shares; 2026Q3: 10,921 shares 10,921 $544K 0.01% -1,177 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,487 shares; 2025Q2: 1,500 shares; 2025Q3: 1,577 shares; 2025Q4: 76,062 shares; 2026Q1: 85,610 shares; 2026Q2: 1,942 shares; 2026Q3: 2,934 shares 2,934 $540K 0.01% +992 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,346 shares; 2026Q3: 3,148 shares 3,148 $534K 0.01% -198 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,848 shares; 2026Q3: 6,867 shares 6,867 $529K 0.01% +19 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,247 shares; 2025Q1: 37,777 shares; 2025Q2: 31,496 shares; 2025Q3: 27,437 shares; 2025Q4: 27,323 shares; 2026Q1: 27,625 shares; 2026Q2: 26,515 shares; 2026Q3: 23,644 shares 23,644 $519K 0.01% -2,871 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,427 shares; 2025Q1: 9,427 shares; 2025Q2: 9,427 shares; 2025Q3: 9,427 shares; 2025Q4: 9,427 shares; 2026Q1: 9,427 shares; 2026Q2: 9,427 shares; 2026Q3: 9,427 shares 9,427 $518K 0.01% 0 Timeline CHRI GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,661 shares 5,661 $515K 0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,436 shares 1,436 $505K 0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,620 shares; 2025Q1: 5,090 shares; 2025Q2: 5,255 shares; 2025Q3: 5,740 shares; 2025Q4: 6,511 shares; 2026Q1: 6,612 shares; 2026Q2: 7,317 shares; 2026Q3: 5,066 shares 5,066 $487K 0.01% -2,251 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,672 shares; 2025Q4: 1,746 shares; 2026Q1: 1,784 shares; 2026Q2: 2,616 shares; 2026Q3: 2,223 shares 2,223 $480K 0.01% -393 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,331 shares; 2026Q2: 2,147 shares; 2026Q3: 5,063 shares 5,063 $479K 0.01% +2,916 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,705 shares; 2025Q1: 2,725 shares; 2025Q2: 2,785 shares; 2025Q3: 4,713 shares; 2025Q4: 4,546 shares; 2026Q1: 5,066 shares; 2026Q2: 8,412 shares; 2026Q3: 5,745 shares 5,745 $476K 0.01% -2,667 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 778 shares 778 $474K 0.01% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,728 shares; 2025Q4: 1,565 shares; 2026Q1: 3,836 shares; 2026Q2: 1,622 shares; 2026Q3: 2,937 shares 2,937 $456K 0.01% +1,315 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,521 shares; 2025Q1: 8,913 shares; 2025Q2: 9,802 shares; 2025Q3: 19,208 shares; 2025Q4: 20,469 shares; 2026Q1: 13,444 shares; 2026Q2: 13,916 shares; 2026Q3: 10,321 shares 10,321 $454K 0.01% -3,595 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 907 shares 907 $447K 0.01% new Timeline PTL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,606 shares 1,606 $437K 0.01% new Timeline ESIM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,696 shares 14,696 $421K 0.01% new Timeline BIBL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,755 shares 7,755 $419K 0.01% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 677 shares; 2025Q3: 678 shares; 2025Q4: 855 shares; 2026Q1: 686 shares; 2026Q2: 3,556 shares; 2026Q3: 4,519 shares 4,519 $419K 0.01% +963 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,244 shares; 2025Q1: 8,244 shares; 2025Q2: 12,920 shares; 2025Q3: 11,131 shares; 2025Q4: 11,131 shares; 2026Q1: 11,131 shares; 2026Q2: 11,131 shares; 2026Q3: 11,381 shares 11,381 $409K 0.01% +250 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,768 shares; 2025Q1: 1,669 shares; 2025Q2: 1,710 shares; 2025Q3: 1,804 shares; 2025Q4: 2,111 shares; 2026Q1: 2,003 shares; 2026Q2: 2,450 shares; 2026Q3: 2,453 shares 2,453 $408K 0.01% +3 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,041 shares; 2025Q4: 2,599 shares; 2026Q1: 2,615 shares; 2026Q2: 1,683 shares; 2026Q3: 1,740 shares 1,740 $406K 0.01% +57 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,047 shares; 2025Q4: 6,477 shares; 2026Q1: 6,287 shares; 2026Q2: 7,459 shares; 2026Q3: 7,420 shares 7,420 $404K 0.01% -39 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,530 shares; 2025Q1: not reported; 2025Q2: 8,277 shares; 2025Q3: 7,083 shares; 2025Q4: 7,214 shares; 2026Q1: 7,232 shares; 2026Q2: 7,236 shares; 2026Q3: 8,684 shares 8,684 $404K 0.01% +1,448 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 697 shares; 2026Q2: 682 shares; 2026Q3: 775 shares 775 $396K 0.01% +93 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,667 shares; 2026Q3: 1,853 shares 1,853 $391K 0.01% +186 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,740 shares; 2026Q3: 3,048 shares 3,048 $382K 0.01% +308 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; 2024Q4: 22,613 shares; 2025Q1: 22,935 shares; 2025Q2: 451,621 shares; 2025Q3: 464,099 shares; 2025Q4: 22,894 shares; 2026Q1: 20,981 shares; 2026Q2: 24,411 shares; 2026Q3: 15,451 shares 15,451 $377K 0.01% -8,960 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 713 shares; 2026Q3: 560 shares 560 $376K 0.01% -153 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,516 shares; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares; 2026Q2: 1,527 shares; 2026Q3: 1,527 shares 1,527 $357K 0.01% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,539 shares; 2025Q1: 5,941 shares; 2025Q2: 6,532 shares; 2025Q3: 12,794 shares; 2025Q4: 13,655 shares; 2026Q1: 8,985 shares; 2026Q2: 9,338 shares; 2026Q3: 7,069 shares 7,069 $351K 0.01% -2,269 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,949 shares 4,949 $347K <0.01% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,109,832 shares; 2025Q1: 1,160,482 shares; 2025Q2: 809,361 shares; 2025Q3: 160,308 shares; 2025Q4: 123,804 shares; 2026Q1: 11,785 shares; 2026Q2: 13,131 shares; 2026Q3: 12,087 shares 12,087 $345K <0.01% -1,044 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,206 shares 2,206 $342K <0.01% new 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; 2024Q4: 6,178 shares; 2025Q1: 6,178 shares; 2025Q2: 6,178 shares; 2025Q3: 6,178 shares; 2025Q4: 6,178 shares; 2026Q1: 6,279 shares; 2026Q2: 6,178 shares; 2026Q3: 6,279 shares 6,279 $337K <0.01% +101 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,661 shares; 2025Q2: 4,896 shares; 2025Q3: 3,683 shares; 2025Q4: 3,653 shares; 2026Q1: 3,641 shares; 2026Q2: 3,754 shares; 2026Q3: 4,211 shares 4,211 $330K <0.01% +457 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,381 shares 3,381 $328K <0.01% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,519 shares 5,519 $327K <0.01% new Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,179 shares; 2025Q2: 10,172 shares; 2025Q3: 10,172 shares; 2025Q4: 10,172 shares; 2026Q1: 10,172 shares; 2026Q2: 10,172 shares; 2026Q3: 10,172 shares 10,172 $324K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,868 shares; 2025Q1: 1,805 shares; 2025Q2: 1,716 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 562 shares; 2026Q2: 1,104 shares; 2026Q3: 1,129 shares 1,129 $322K <0.01% +25 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 1,301 shares; 2025Q3: 2,840 shares; 2025Q4: 2,140 shares; 2026Q1: 1,995 shares; 2026Q2: 1,922 shares; 2026Q3: 1,637 shares 1,637 $312K <0.01% -285 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,636 shares; 2025Q4: 6,672 shares; 2026Q1: 6,031 shares; 2026Q2: 6,189 shares; 2026Q3: 6,704 shares 6,704 $310K <0.01% +515 Timeline ESSC STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,729 shares 10,729 $307K <0.01% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,436 shares; 2025Q2: 1,025 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 733 shares; 2026Q2: 765 shares; 2026Q3: 975 shares 975 $304K <0.01% +210 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,352 shares; 2025Q2: 3,353 shares; 2025Q3: 3,353 shares; 2025Q4: 3,489 shares; 2026Q1: 3,496 shares; 2026Q2: 3,499 shares; 2026Q3: 3,668 shares 3,668 $304K <0.01% +169 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 829 shares; 2026Q3: 972 shares 972 $300K <0.01% +143 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,264 shares; 2025Q1: 2,264 shares; 2025Q2: 2,264 shares; 2025Q3: 2,264 shares; 2025Q4: 2,294 shares; 2026Q1: 2,264 shares; 2026Q2: 11,320 shares; 2026Q3: 10,656 shares 10,656 $298K <0.01% -664 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 594 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 511 shares 511 $282K <0.01% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,388 shares; 2025Q3: 6,388 shares; 2025Q4: 6,542 shares; 2026Q1: 6,542 shares; 2026Q2: 6,404 shares; 2026Q3: 6,627 shares 6,627 $280K <0.01% +223 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,885 shares; 2026Q3: 2,038 shares 2,038 $277K <0.01% +153 Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,718 shares; 2025Q1: 7,718 shares; 2025Q2: 7,718 shares; 2025Q3: 6,862 shares; 2025Q4: 6,862 shares; 2026Q1: 6,862 shares; 2026Q2: 6,862 shares; 2026Q3: 6,862 shares 6,862 $276K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,240 shares 1,240 $276K <0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,699 shares; 2026Q3: 2,292 shares 2,292 $274K <0.01% +593 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,817 shares; 2025Q1: 44,283 shares; 2025Q2: 44,824 shares; 2025Q3: 1,099 shares; 2025Q4: 966 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,190 shares 1,190 $273K <0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,645 shares; 2025Q1: 5,456 shares; 2025Q2: 5,382 shares; 2025Q3: 6,387 shares; 2025Q4: 6,236 shares; 2026Q1: 6,221 shares; 2026Q2: 5,854 shares; 2026Q3: 4,360 shares 4,360 $272K <0.01% -1,494 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,658 shares; 2026Q3: 1,748 shares 1,748 $271K <0.01% +90 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,428 shares 3,428 $269K <0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,307 shares; 2025Q4: not reported; 2026Q1: 2,853 shares; 2026Q2: not reported; 2026Q3: 2,114 shares 2,114 $260K <0.01% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 934 shares 934 $260K <0.01% new Timeline BSRR SIERRA BANCORP More: the full row for SIERRA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,560 shares; 2026Q1: 6,560 shares; 2026Q2: 6,560 shares; 2026Q3: 6,560 shares 6,560 $256K <0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,363 shares; 2026Q3: 17,937 shares 17,937 $252K <0.01% +4,574 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,318 shares; 2025Q2: 9,318 shares; 2025Q3: 9,318 shares; 2025Q4: 9,318 shares; 2026Q1: 9,318 shares; 2026Q2: 9,318 shares; 2026Q3: 7,688 shares 7,688 $248K <0.01% -1,630 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,890 shares; 2025Q3: 3,890 shares; 2025Q4: 3,890 shares; 2026Q1: 3,890 shares; 2026Q2: 3,905 shares; 2026Q3: 3,905 shares 3,905 $247K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,810 shares 3,810 $243K <0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,688 shares; 2026Q3: 3,207 shares 3,207 $242K <0.01% +519 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,812 shares 2,812 $241K <0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: 1,170 shares; 2025Q3: 1,062 shares; 2025Q4: 2,547 shares; 2026Q1: 1,894 shares; 2026Q2: 1,896 shares; 2026Q3: 2,201 shares 2,201 $240K <0.01% +305 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,838 shares 2,838 $230K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 213 shares; 2026Q3: 241 shares 241 $230K <0.01% +28 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,418 shares; 2025Q4: 1,416 shares; 2026Q1: 1,416 shares; 2026Q2: 1,503 shares; 2026Q3: 1,448 shares 1,448 $227K <0.01% -55 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,305 shares; 2025Q3: 8,857 shares; 2025Q4: 10,324 shares; 2026Q1: 6,227 shares; 2026Q2: 6,781 shares; 2026Q3: 4,669 shares 4,669 $224K <0.01% -2,112 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,570 shares; 2025Q1: 26,723 shares; 2025Q2: 26,379 shares; 2025Q3: 26,032 shares; 2025Q4: 521 shares; 2026Q1: 420 shares; 2026Q2: 406 shares; 2026Q3: 453 shares 453 $219K <0.01% +47 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,488 shares 1,488 $218K <0.01% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 29,218 shares; 2025Q3: 18,370 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,379 shares 4,379 $218K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,066 shares 1,066 $217K <0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,024 shares 2,024 $216K <0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,473 shares; 2025Q4: not reported; 2026Q1: 1,207 shares; 2026Q2: 1,191 shares; 2026Q3: 843 shares 843 $215K <0.01% -348 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 179 shares; 2026Q3: 224 shares 224 $213K <0.01% +45 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,764 shares 4,764 $212K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,271 shares; 2025Q3: 8,095 shares; 2025Q4: 8,650 shares; 2026Q1: 5,801 shares; 2026Q2: 6,029 shares; 2026Q3: 4,290 shares 4,290 $212K <0.01% -1,739 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,477 shares 3,477 $210K <0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 198 shares 198 $209K <0.01% new Timeline PXH 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,172 shares 7,172 $208K <0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 580 shares 580 $206K <0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 635 shares 635 $202K <0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 705 shares 705 $200K <0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,243 shares; 2025Q3: 15,404 shares; 2025Q4: not reported; 2026Q1: 11,701 shares; 2026Q2: 17,099 shares; 2026Q3: 13,311 shares 13,311 $161K <0.01% -3,788 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 72,865 shares 72,865 $152K <0.01% new Timeline