SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,636,581 shares; 2024Q4: 32,139,846 shares; 2025Q1: 33,030,817 shares; 2025Q2: 33,526,267 shares; 2025Q3: 34,041,791 shares; 2025Q4: 34,479,165 shares; 2026Q1: 34,883,439 shares; 2026Q2: 35,214,246 shares 35,214,246 $1.07B 20.85% +330,807 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,736,252 shares; 2024Q4: 7,187,622 shares; 2025Q1: 7,958,037 shares; 2025Q2: 8,213,718 shares; 2025Q3: 8,642,784 shares; 2025Q4: 9,274,753 shares; 2026Q1: 11,048,184 shares; 2026Q2: 11,340,350 shares 11,340,350 $864M 16.85% +292,166 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,717,911 shares; 2024Q4: 6,867,294 shares; 2025Q1: 7,401,500 shares; 2025Q2: 7,502,020 shares; 2025Q3: 7,686,599 shares; 2025Q4: 7,766,637 shares; 2026Q1: 7,820,433 shares; 2026Q2: 7,886,050 shares 7,886,050 $571M 11.13% +65,617 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,777,643 shares; 2024Q4: 3,454,899 shares; 2025Q1: 3,861,905 shares; 2025Q2: 3,979,653 shares; 2025Q3: 4,165,076 shares; 2025Q4: 4,304,199 shares; 2026Q1: 4,425,007 shares; 2026Q2: 4,498,358 shares 4,498,358 $385M 7.51% +73,351 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148,170 shares; 2025Q4: 337,934 shares; 2026Q1: 3,460,873 shares; 2026Q2: 3,651,728 shares 3,651,728 $274M 5.34% +190,855 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,050 shares; 2024Q4: 35,080 shares; 2025Q1: 37,943 shares; 2025Q2: 37,483 shares; 2025Q3: 82,244 shares; 2025Q4: 3,118,513 shares; 2026Q1: 3,249,517 shares; 2026Q2: 3,354,929 shares 3,354,929 $131M 2.56% +105,412 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,278 shares; 2024Q4: 333,771 shares; 2025Q1: 337,857 shares; 2025Q2: 339,888 shares; 2025Q3: 347,439 shares; 2025Q4: 338,441 shares; 2026Q1: 334,838 shares; 2026Q2: 336,083 shares 336,083 $105M 2.04% +1,245 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024,048 shares; 2024Q4: 3,064,450 shares; 2025Q1: 3,094,524 shares; 2025Q2: 3,146,484 shares; 2025Q3: 3,147,105 shares; 2025Q4: 3,106,134 shares; 2026Q1: 3,130,458 shares; 2026Q2: 3,151,706 shares 3,151,706 $93.7M 1.83% +21,248 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,944 shares; 2024Q4: 92,729 shares; 2025Q1: 94,186 shares; 2025Q2: 86,705 shares; 2025Q3: 81,114 shares; 2025Q4: 77,874 shares; 2026Q1: 79,279 shares; 2026Q2: 79,825 shares 79,825 $56.5M 1.1% +546 Timeline OMFL 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; 2024Q3: 1,887,343 shares; 2024Q4: 1,078,870 shares; 2025Q1: 930,254 shares; 2025Q2: 873,283 shares; 2025Q3: 818,444 shares; 2025Q4: 780,244 shares; 2026Q1: 744,720 shares; 2026Q2: 721,672 shares 721,672 $51.1M 1% -23,048 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,690 shares; 2024Q4: 195,051 shares; 2025Q1: 200,594 shares; 2025Q2: 216,820 shares; 2025Q3: 213,494 shares; 2025Q4: 215,100 shares; 2026Q1: 231,576 shares; 2026Q2: 232,344 shares 232,344 $50.9M 0.99% +768 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,532 shares; 2024Q4: 87,786 shares; 2025Q1: 87,846 shares; 2025Q2: 88,714 shares; 2025Q3: 89,085 shares; 2025Q4: 89,180 shares; 2026Q1: 91,356 shares; 2026Q2: 92,747 shares 92,747 $45.2M 0.88% +1,391 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,325,907 shares; 2024Q4: 1,173,705 shares; 2025Q1: 1,107,233 shares; 2025Q2: 1,068,573 shares; 2025Q3: 1,041,243 shares; 2025Q4: 1,005,708 shares; 2026Q1: 993,619 shares; 2026Q2: 979,852 shares 979,852 $41M 0.8% -13,767 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,976 shares; 2024Q4: 125,193 shares; 2025Q1: 125,514 shares; 2025Q2: 110,046 shares; 2025Q3: 109,234 shares; 2025Q4: 109,738 shares; 2026Q1: 109,221 shares; 2026Q2: 110,636 shares 110,636 $39.7M 0.78% +1,415 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,869 shares; 2024Q4: 96,500 shares; 2025Q1: 96,045 shares; 2025Q2: 92,557 shares; 2025Q3: 91,929 shares; 2025Q4: 92,494 shares; 2026Q1: 91,912 shares; 2026Q2: 91,793 shares 91,793 $34.8M 0.68% -119 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,927 shares; 2024Q4: 498,755 shares; 2025Q1: 411,565 shares; 2025Q2: 457,706 shares; 2025Q3: 528,346 shares; 2025Q4: 600,200 shares; 2026Q1: 645,769 shares; 2026Q2: 669,524 shares 669,524 $30.9M 0.6% +23,755 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562,108 shares; 2024Q4: 720,550 shares; 2025Q1: 1,134,892 shares; 2025Q2: 1,352,414 shares; 2025Q3: 1,465,759 shares; 2025Q4: 808,459 shares; 2026Q1: 792,488 shares; 2026Q2: 768,693 shares 768,693 $28.2M 0.55% -23,795 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,383 shares; 2024Q4: 62,399 shares; 2025Q1: 62,673 shares; 2025Q2: 66,149 shares; 2025Q3: 66,707 shares; 2025Q4: 65,844 shares; 2026Q1: 70,289 shares; 2026Q2: 72,019 shares 72,019 $26.1M 0.51% +1,730 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,848 shares; 2024Q4: 283,486 shares; 2025Q1: 283,565 shares; 2025Q2: 285,361 shares; 2025Q3: 273,200 shares; 2025Q4: 338,878 shares; 2026Q1: 330,959 shares; 2026Q2: 431,875 shares 431,875 $25.8M 0.5% +100,916 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,522 shares; 2024Q4: 79,404 shares; 2025Q1: 81,742 shares; 2025Q2: 81,855 shares; 2025Q3: 84,750 shares; 2025Q4: 89,252 shares; 2026Q1: 90,559 shares; 2026Q2: 91,425 shares 91,425 $24.9M 0.49% +866 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,784 shares; 2024Q4: 176,547 shares; 2025Q1: 183,894 shares; 2025Q2: 185,300 shares; 2025Q3: 184,764 shares; 2025Q4: 179,998 shares; 2026Q1: 176,933 shares; 2026Q2: 174,191 shares 174,191 $24.3M 0.47% -2,742 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,226 shares; 2024Q4: 75,288 shares; 2025Q1: 74,873 shares; 2025Q2: 78,103 shares; 2025Q3: 82,436 shares; 2025Q4: 81,450 shares; 2026Q1: 86,583 shares; 2026Q2: 90,563 shares 90,563 $22.1M 0.43% +3,980 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,540 shares; 2024Q4: 208,974 shares; 2025Q1: 220,563 shares; 2025Q2: 221,458 shares; 2025Q3: 222,761 shares; 2025Q4: 220,594 shares; 2026Q1: 218,770 shares; 2026Q2: 218,277 shares 218,277 $21.8M 0.43% -493 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,859 shares; 2024Q4: 16,578 shares; 2025Q1: 17,029 shares; 2025Q2: 17,003 shares; 2025Q3: 17,399 shares; 2025Q4: 17,034 shares; 2026Q1: 17,368 shares; 2026Q2: 17,310 shares 17,310 $20.3M 0.39% -58 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,464 shares; 2024Q4: 210,482 shares; 2025Q1: 191,959 shares; 2025Q2: 182,189 shares; 2025Q3: 174,434 shares; 2025Q4: 166,672 shares; 2026Q1: 155,213 shares; 2026Q2: 153,933 shares 153,933 $19.6M 0.38% -1,280 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,963 shares; 2024Q4: 670,772 shares; 2025Q1: 656,095 shares; 2025Q2: 700,100 shares; 2025Q3: 688,307 shares; 2025Q4: 682,595 shares; 2026Q1: 695,632 shares; 2026Q2: 691,517 shares 691,517 $19.4M 0.38% -4,115 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,696 shares; 2024Q4: 54,103 shares; 2025Q1: 54,438 shares; 2025Q2: 54,752 shares; 2025Q3: 54,380 shares; 2025Q4: 53,919 shares; 2026Q1: 53,782 shares; 2026Q2: 53,497 shares 53,497 $19.3M 0.38% -285 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,820 shares; 2024Q4: 36,994 shares; 2025Q1: 36,218 shares; 2025Q2: 34,567 shares; 2025Q3: 34,216 shares; 2025Q4: 34,474 shares; 2026Q1: 139,702 shares; 2026Q2: 152,031 shares 152,031 $18.8M 0.37% +12,329 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,994 shares; 2024Q4: 30,781 shares; 2025Q1: 31,046 shares; 2025Q2: 53,275 shares; 2025Q3: 52,965 shares; 2025Q4: 52,356 shares; 2026Q1: 51,985 shares; 2026Q2: 51,906 shares 51,906 $18.4M 0.36% -79 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,842 shares; 2024Q4: 12,325 shares; 2025Q1: 12,040 shares; 2025Q2: 12,689 shares; 2025Q3: 13,158 shares; 2025Q4: 15,571 shares; 2026Q1: 19,816 shares; 2026Q2: 20,759 shares 20,759 $16.1M 0.31% +943 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,509 shares; 2024Q4: 25,750 shares; 2025Q1: 25,887 shares; 2025Q2: 25,972 shares; 2025Q3: 26,303 shares; 2025Q4: 27,306 shares; 2026Q1: 25,404 shares; 2026Q2: 30,276 shares 30,276 $15.7M 0.31% +4,872 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,844 shares; 2024Q4: 28,351 shares; 2025Q1: 29,021 shares; 2025Q2: 30,288 shares; 2025Q3: 29,543 shares; 2025Q4: 30,015 shares; 2026Q1: 31,941 shares; 2026Q2: 36,576 shares 36,576 $15.3M 0.3% +4,635 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,654 shares; 2024Q4: 12,029 shares; 2025Q1: 11,441 shares; 2025Q2: 12,225 shares; 2025Q3: 13,632 shares; 2025Q4: 18,797 shares; 2026Q1: 19,565 shares; 2026Q2: 18,922 shares 18,922 $14.6M 0.28% -643 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,500 shares; 2024Q4: 18,775 shares; 2025Q1: 19,333 shares; 2025Q2: 19,570 shares; 2025Q3: 18,938 shares; 2025Q4: 19,166 shares; 2026Q1: 19,599 shares; 2026Q2: 19,510 shares 19,510 $14M 0.27% -89 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,826 shares; 2024Q4: 77,487 shares; 2025Q1: 88,071 shares; 2025Q2: 88,373 shares; 2025Q3: 86,325 shares; 2025Q4: 92,115 shares; 2026Q1: 88,142 shares; 2026Q2: 88,256 shares 88,256 $13.4M 0.26% +114 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,464 shares; 2024Q4: 19,550 shares; 2025Q1: 20,187 shares; 2025Q2: 21,075 shares; 2025Q3: 20,969 shares; 2025Q4: 21,061 shares; 2026Q1: 21,267 shares; 2026Q2: 21,340 shares 21,340 $12.6M 0.25% +73 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,954 shares; 2024Q4: 289,119 shares; 2025Q1: 294,081 shares; 2025Q2: 313,740 shares; 2025Q3: 290,141 shares; 2025Q4: 288,335 shares; 2026Q1: 336,596 shares; 2026Q2: 341,547 shares 341,547 $11.9M 0.23% +4,951 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,204 shares; 2024Q4: 30,030 shares; 2025Q1: 29,526 shares; 2025Q2: 29,522 shares; 2025Q3: 28,499 shares; 2025Q4: 28,079 shares; 2026Q1: 28,336 shares; 2026Q2: 28,203 shares 28,203 $11.9M 0.23% -133 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,862 shares; 2024Q4: 456,559 shares; 2025Q1: 409,942 shares; 2025Q2: 393,765 shares; 2025Q3: 367,102 shares; 2025Q4: 350,270 shares; 2026Q1: 327,046 shares; 2026Q2: 322,825 shares 322,825 $11.6M 0.23% -4,221 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,316 shares; 2024Q4: 52,350 shares; 2025Q1: 53,978 shares; 2025Q2: 52,744 shares; 2025Q3: 48,083 shares; 2025Q4: 44,921 shares; 2026Q1: 44,555 shares; 2026Q2: 44,818 shares 44,818 $11.5M 0.23% +263 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,626 shares; 2024Q4: 37,859 shares; 2025Q1: 38,535 shares; 2025Q2: 39,702 shares; 2025Q3: 38,868 shares; 2025Q4: 38,411 shares; 2026Q1: 41,258 shares; 2026Q2: 41,441 shares 41,441 $10.6M 0.21% +183 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,324 shares; 2024Q4: 10,498 shares; 2025Q1: 10,400 shares; 2025Q2: 10,382 shares; 2025Q3: 10,036 shares; 2025Q4: 10,015 shares; 2026Q1: 9,971 shares; 2026Q2: 9,979 shares 9,979 $9.95M 0.19% +8 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,633 shares; 2024Q4: 67,966 shares; 2025Q1: 68,233 shares; 2025Q2: 67,817 shares; 2025Q3: 62,845 shares; 2025Q4: 68,227 shares; 2026Q1: 66,186 shares; 2026Q2: 66,452 shares 66,452 $9.76M 0.19% +266 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,609 shares; 2024Q4: 17,332 shares; 2025Q1: 17,563 shares; 2025Q2: 17,755 shares; 2025Q3: 17,584 shares; 2025Q4: 16,916 shares; 2026Q1: 16,513 shares; 2026Q2: 16,878 shares 16,878 $9.75M 0.19% +365 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,636 shares; 2024Q4: 257,509 shares; 2025Q1: 291,927 shares; 2025Q2: 284,895 shares; 2025Q3: 225,057 shares; 2025Q4: 244,681 shares; 2026Q1: 258,594 shares; 2026Q2: 289,747 shares 289,747 $9.75M 0.19% +31,153 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,815 shares; 2024Q4: 45,479 shares; 2025Q1: 46,035 shares; 2025Q2: 46,100 shares; 2025Q3: 47,450 shares; 2025Q4: 45,465 shares; 2026Q1: 43,538 shares; 2026Q2: 42,897 shares 42,897 $9.54M 0.19% -641 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,636 shares; 2024Q4: 64,164 shares; 2025Q1: 65,041 shares; 2025Q2: 63,547 shares; 2025Q3: 63,527 shares; 2025Q4: 63,822 shares; 2026Q1: 64,399 shares; 2026Q2: 63,498 shares 63,498 $9.46M 0.18% -901 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,911 shares; 2024Q4: 351,998 shares; 2025Q1: 352,741 shares; 2025Q2: 357,736 shares; 2025Q3: 358,376 shares; 2025Q4: 358,688 shares; 2026Q1: 360,102 shares; 2026Q2: 355,085 shares 355,085 $8.79M 0.17% -5,017 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,228 shares; 2024Q4: 9,316 shares; 2025Q1: 9,409 shares; 2025Q2: 9,440 shares; 2025Q3: 10,258 shares; 2025Q4: 10,140 shares; 2026Q1: 10,078 shares; 2026Q2: 10,048 shares 10,048 $8.75M 0.17% -30 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,488 shares; 2024Q4: 24,961 shares; 2025Q1: 24,652 shares; 2025Q2: 25,064 shares; 2025Q3: 23,030 shares; 2025Q4: 23,818 shares; 2026Q1: 22,920 shares; 2026Q2: 23,218 shares 23,218 $8.56M 0.17% +298 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493,401 shares; 2024Q4: 677,785 shares; 2025Q1: 723,668 shares; 2025Q2: 754,721 shares; 2025Q3: 686,316 shares; 2025Q4: 662,875 shares; 2026Q1: 188,849 shares; 2026Q2: 165,918 shares 165,918 $8.24M 0.16% -22,931 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,608 shares; 2024Q4: 22,356 shares; 2025Q1: 23,242 shares; 2025Q2: 23,250 shares; 2025Q3: 24,963 shares; 2025Q4: 25,221 shares; 2026Q1: 26,461 shares; 2026Q2: 25,551 shares 25,551 $8.22M 0.16% -910 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,243 shares; 2024Q4: 50,587 shares; 2025Q1: 49,735 shares; 2025Q2: 49,570 shares; 2025Q3: 51,514 shares; 2025Q4: 47,907 shares; 2026Q1: 47,767 shares; 2026Q2: 47,739 shares 47,739 $8.05M 0.16% -28 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,963 shares; 2024Q4: 64,465 shares; 2025Q1: 66,206 shares; 2025Q2: 67,902 shares; 2025Q3: 69,601 shares; 2025Q4: 71,622 shares; 2026Q1: 71,226 shares; 2026Q2: 71,476 shares 71,476 $8.03M 0.16% +250 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,388 shares; 2024Q4: 52,800 shares; 2025Q1: 53,517 shares; 2025Q2: 53,350 shares; 2025Q3: 53,726 shares; 2025Q4: 53,836 shares; 2026Q1: 54,212 shares; 2026Q2: 55,277 shares 55,277 $7.78M 0.15% +1,065 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,398 shares; 2024Q4: 38,996 shares; 2025Q1: 39,584 shares; 2025Q2: 40,796 shares; 2025Q3: 41,180 shares; 2025Q4: 41,118 shares; 2026Q1: 40,430 shares; 2026Q2: 40,908 shares 40,908 $7.63M 0.15% +478 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,065 shares; 2024Q4: 5,394 shares; 2025Q1: 5,596 shares; 2025Q2: 5,923 shares; 2025Q3: 6,128 shares; 2025Q4: 7,045 shares; 2026Q1: 8,129 shares; 2026Q2: 8,449 shares 8,449 $7.55M 0.15% +320 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,714 shares; 2024Q4: 13,448 shares; 2025Q1: 12,557 shares; 2025Q2: 11,817 shares; 2025Q3: 11,135 shares; 2025Q4: 11,056 shares; 2026Q1: 83,070 shares; 2026Q2: 82,112 shares 82,112 $7.29M 0.14% -958 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,082 shares; 2024Q4: 84,082 shares; 2025Q1: 84,104 shares; 2025Q2: 78,991 shares; 2025Q3: 78,973 shares; 2025Q4: 78,992 shares; 2026Q1: 78,061 shares; 2026Q2: 77,740 shares 77,740 $7.18M 0.14% -321 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,460 shares; 2024Q4: 15,672 shares; 2025Q1: 17,882 shares; 2025Q2: 17,916 shares; 2025Q3: 17,998 shares; 2025Q4: 16,986 shares; 2026Q1: 17,431 shares; 2026Q2: 18,724 shares 18,724 $7.14M 0.14% +1,293 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,331 shares; 2024Q4: 48,945 shares; 2025Q1: 50,728 shares; 2025Q2: 47,964 shares; 2025Q3: 49,051 shares; 2025Q4: 52,485 shares; 2026Q1: 53,060 shares; 2026Q2: 54,037 shares 54,037 $6.93M 0.14% +977 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,702 shares; 2024Q4: 55,720 shares; 2025Q1: 55,133 shares; 2025Q2: 54,232 shares; 2025Q3: 54,183 shares; 2025Q4: 52,909 shares; 2026Q1: 53,406 shares; 2026Q2: 55,221 shares 55,221 $6.71M 0.13% +1,815 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,561 shares; 2024Q4: 8,234 shares; 2025Q1: 6,657 shares; 2025Q2: 26,926 shares; 2025Q3: 26,799 shares; 2025Q4: 29,605 shares; 2026Q1: 29,412 shares; 2026Q2: 29,764 shares 29,764 $6.67M 0.13% +352 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,377 shares; 2024Q4: 11,680 shares; 2025Q1: 11,630 shares; 2025Q2: 13,361 shares; 2025Q3: 13,404 shares; 2025Q4: 12,610 shares; 2026Q1: 12,528 shares; 2026Q2: 13,318 shares 13,318 $6.42M 0.13% +790 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,306 shares; 2024Q4: 73,285 shares; 2025Q1: 76,694 shares; 2025Q2: 76,130 shares; 2025Q3: 75,139 shares; 2025Q4: 69,656 shares; 2026Q1: 70,350 shares; 2026Q2: 70,282 shares 70,282 $6.37M 0.12% -68 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,115 shares; 2024Q4: 6,968 shares; 2025Q1: 6,910 shares; 2025Q2: 7,021 shares; 2025Q3: 7,004 shares; 2025Q4: 6,528 shares; 2026Q1: 6,576 shares; 2026Q2: 6,627 shares 6,627 $6.24M 0.12% +51 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,399 shares; 2025Q4: 28,241 shares; 2026Q1: 69,765 shares; 2026Q2: 75,811 shares 75,811 $6.18M 0.12% +6,046 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,836 shares; 2024Q4: 46,394 shares; 2025Q1: 49,996 shares; 2025Q2: 47,608 shares; 2025Q3: 47,708 shares; 2025Q4: 37,723 shares; 2026Q1: 36,368 shares; 2026Q2: 37,757 shares 37,757 $5.98M 0.12% +1,389 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,592 shares; 2024Q4: 24,486 shares; 2025Q1: 24,560 shares; 2025Q2: 24,566 shares; 2025Q3: 24,076 shares; 2025Q4: 25,121 shares; 2026Q1: 23,727 shares; 2026Q2: 23,620 shares 23,620 $5.95M 0.12% -107 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,470 shares; 2024Q4: 71,354 shares; 2025Q1: 71,589 shares; 2025Q2: 70,388 shares; 2025Q3: 68,583 shares; 2025Q4: 67,740 shares; 2026Q1: 66,108 shares; 2026Q2: 68,145 shares 68,145 $5.92M 0.12% +2,037 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,538 shares; 2024Q4: 69,393 shares; 2025Q1: 68,589 shares; 2025Q2: 69,674 shares; 2025Q3: 70,461 shares; 2025Q4: 69,098 shares; 2026Q1: 73,121 shares; 2026Q2: 77,886 shares 77,886 $5.64M 0.11% +4,765 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,784 shares; 2024Q4: 19,030 shares; 2025Q1: 20,742 shares; 2025Q2: 21,068 shares; 2025Q3: 21,426 shares; 2025Q4: 21,396 shares; 2026Q1: 21,902 shares; 2026Q2: 21,720 shares 21,720 $5.55M 0.11% -182 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,062 shares; 2024Q4: 58,024 shares; 2025Q1: 57,992 shares; 2025Q2: 57,934 shares; 2025Q3: 57,910 shares; 2025Q4: 51,710 shares; 2026Q1: 51,788 shares; 2026Q2: 51,793 shares 51,793 $5.43M 0.11% +5 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,730 shares; 2024Q4: 36,383 shares; 2025Q1: 38,053 shares; 2025Q2: 38,985 shares; 2025Q3: 36,558 shares; 2025Q4: 34,006 shares; 2026Q1: 35,060 shares; 2026Q2: 49,445 shares 49,445 $5.33M 0.1% +14,385 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,037 shares; 2024Q4: 16,418 shares; 2025Q1: 16,835 shares; 2025Q2: 17,125 shares; 2025Q3: 16,714 shares; 2025Q4: 14,700 shares; 2026Q1: 14,751 shares; 2026Q2: 15,056 shares 15,056 $5.32M 0.1% +305 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,377 shares; 2024Q4: 17,284 shares; 2025Q1: 18,011 shares; 2025Q2: 18,450 shares; 2025Q3: 19,025 shares; 2025Q4: 19,585 shares; 2026Q1: 21,251 shares; 2026Q2: 21,969 shares 21,969 $5.18M 0.1% +718 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,713 shares; 2024Q4: 3,784 shares; 2025Q1: 4,330 shares; 2025Q2: 4,586 shares; 2025Q3: 4,867 shares; 2025Q4: 4,610 shares; 2026Q1: 4,714 shares; 2026Q2: 5,085 shares 5,085 $5.18M 0.1% +371 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,811 shares; 2024Q4: 20,816 shares; 2025Q1: 20,522 shares; 2025Q2: 20,995 shares; 2025Q3: 21,233 shares; 2025Q4: 20,450 shares; 2026Q1: 20,112 shares; 2026Q2: 20,828 shares 20,828 $5.13M 0.1% +716 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,396 shares; 2024Q4: 87,396 shares; 2025Q1: 87,396 shares; 2025Q2: 87,396 shares; 2025Q3: 87,396 shares; 2025Q4: 87,396 shares; 2026Q1: 87,396 shares; 2026Q2: 87,396 shares 87,396 $4.87M 0.1% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,517 shares; 2024Q4: 29,665 shares; 2025Q1: 28,191 shares; 2025Q2: 27,748 shares; 2025Q3: 27,841 shares; 2025Q4: 28,943 shares; 2026Q1: 28,156 shares; 2026Q2: 28,291 shares 28,291 $4.83M 0.09% +135 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,789 shares; 2024Q4: 29,040 shares; 2025Q1: 28,430 shares; 2025Q2: 26,698 shares; 2025Q3: 24,844 shares; 2025Q4: 24,152 shares; 2026Q1: 24,213 shares; 2026Q2: 24,521 shares 24,521 $4.63M 0.09% +308 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,709 shares; 2024Q4: 134,140 shares; 2025Q1: 134,140 shares; 2025Q2: 126,274 shares; 2025Q3: 126,511 shares; 2025Q4: 124,797 shares; 2026Q1: 124,797 shares; 2026Q2: 124,797 shares 124,797 $4.63M 0.09% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,547 shares; 2024Q4: 112,009 shares; 2025Q1: 117,716 shares; 2025Q2: 133,620 shares; 2025Q3: 165,463 shares; 2025Q4: 105,481 shares; 2026Q1: 102,367 shares; 2026Q2: 99,359 shares 99,359 $4.62M 0.09% -3,008 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,209 shares; 2024Q4: 24,988 shares; 2025Q1: 31,357 shares; 2025Q2: 31,310 shares; 2025Q3: 33,227 shares; 2025Q4: 32,834 shares; 2026Q1: 33,525 shares; 2026Q2: 32,919 shares 32,919 $4.57M 0.09% -606 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,195 shares; 2024Q4: 240,913 shares; 2025Q1: 229,146 shares; 2025Q2: 226,257 shares; 2025Q3: 213,117 shares; 2025Q4: 217,355 shares; 2026Q1: 199,085 shares; 2026Q2: 194,699 shares 194,699 $4.49M 0.09% -4,386 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,247 shares; 2024Q4: 4,114 shares; 2025Q1: 4,066 shares; 2025Q2: 4,108 shares; 2025Q3: 4,099 shares; 2025Q4: 4,114 shares; 2026Q1: 4,186 shares; 2026Q2: 4,234 shares 4,234 $4.49M 0.09% +48 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,820 shares; 2024Q4: 6,412 shares; 2025Q1: 6,202 shares; 2025Q2: 6,140 shares; 2025Q3: 6,081 shares; 2025Q4: 60,822 shares; 2026Q1: 61,749 shares; 2026Q2: 60,158 shares 60,158 $4.46M 0.09% -1,591 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,499 shares; 2024Q4: 5,531 shares; 2025Q1: 4,553 shares; 2025Q2: 5,707 shares; 2025Q3: 5,830 shares; 2025Q4: 7,176 shares; 2026Q1: 7,171 shares; 2026Q2: 7,452 shares 7,452 $4.25M 0.08% +281 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,397 shares; 2024Q4: 13,701 shares; 2025Q1: 13,849 shares; 2025Q2: 15,605 shares; 2025Q3: 15,586 shares; 2025Q4: 15,438 shares; 2026Q1: 15,242 shares; 2026Q2: 15,144 shares 15,144 $4.15M 0.08% -98 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,943 shares; 2024Q4: 10,200 shares; 2025Q1: 9,873 shares; 2025Q2: 9,010 shares; 2025Q3: 7,498 shares; 2025Q4: 7,610 shares; 2026Q1: 7,100 shares; 2026Q2: 7,047 shares 7,047 $4.07M 0.08% -53 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,892 shares; 2024Q4: 113,133 shares; 2025Q1: 144,064 shares; 2025Q2: 152,063 shares; 2025Q3: 160,851 shares; 2025Q4: 151,659 shares; 2026Q1: 159,153 shares; 2026Q2: 157,717 shares 157,717 $4.07M 0.08% -1,436 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,210 shares; 2024Q4: 16,514 shares; 2025Q1: 16,511 shares; 2025Q2: 16,366 shares; 2025Q3: 16,208 shares; 2025Q4: 16,147 shares; 2026Q1: 16,071 shares; 2026Q2: 16,143 shares 16,143 $4.05M 0.08% +72 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,049 shares; 2024Q4: 4,033 shares; 2025Q1: 3,971 shares; 2025Q2: 3,438 shares; 2025Q3: 3,764 shares; 2025Q4: 4,290 shares; 2026Q1: 4,409 shares; 2026Q2: 14,688 shares 14,688 $4.04M 0.08% +10,279 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,008 shares; 2024Q4: 24,299 shares; 2025Q1: 24,277 shares; 2025Q2: 23,637 shares; 2025Q3: 22,429 shares; 2025Q4: 22,170 shares; 2026Q1: 24,084 shares; 2026Q2: 23,675 shares 23,675 $4.04M 0.08% -409 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,098 shares; 2024Q4: 59,956 shares; 2025Q1: 58,846 shares; 2025Q2: 54,765 shares; 2025Q3: 54,080 shares; 2025Q4: 54,070 shares; 2026Q1: 52,749 shares; 2026Q2: 52,749 shares 52,749 $4.03M 0.08% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,962 shares; 2024Q4: 40,868 shares; 2025Q1: 39,128 shares; 2025Q2: 39,237 shares; 2025Q3: 37,908 shares; 2025Q4: 35,080 shares; 2026Q1: 31,034 shares; 2026Q2: 30,439 shares 30,439 $4.01M 0.08% -595 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,684 shares; 2024Q4: 11,905 shares; 2025Q1: 11,752 shares; 2025Q2: 9,716 shares; 2025Q3: 9,574 shares; 2025Q4: 9,622 shares; 2026Q1: 9,479 shares; 2026Q2: 9,769 shares 9,769 $3.98M 0.08% +290 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,494 shares; 2024Q4: 5,779 shares; 2025Q1: 5,887 shares; 2025Q2: 26,563 shares; 2025Q3: 28,225 shares; 2025Q4: 28,434 shares; 2026Q1: 28,412 shares; 2026Q2: 28,323 shares 28,323 $3.91M 0.08% -89 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,937 shares; 2024Q4: 80,506 shares; 2025Q1: 75,751 shares; 2025Q2: 80,545 shares; 2025Q3: 81,396 shares; 2025Q4: 81,296 shares; 2026Q1: 80,982 shares; 2026Q2: 77,863 shares 77,863 $3.9M 0.08% -3,119 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,833 shares; 2025Q1: 23,046 shares; 2025Q2: 23,354 shares; 2025Q3: 20,897 shares; 2025Q4: 25,911 shares; 2026Q1: 27,136 shares; 2026Q2: 19,729 shares 19,729 $3.89M 0.08% -7,407 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,748 shares; 2024Q4: 65,175 shares; 2025Q1: 65,741 shares; 2025Q2: 65,241 shares; 2025Q3: 63,138 shares; 2025Q4: 61,911 shares; 2026Q1: 55,947 shares; 2026Q2: 54,029 shares 54,029 $3.87M 0.08% -1,918 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,671 shares; 2024Q4: 35,623 shares; 2025Q1: 40,555 shares; 2025Q2: 41,034 shares; 2025Q3: 44,283 shares; 2025Q4: 43,945 shares; 2026Q1: 43,433 shares; 2026Q2: 44,959 shares 44,959 $3.86M 0.08% +1,526 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,559 shares; 2024Q4: 99,908 shares; 2025Q1: 101,715 shares; 2025Q2: 99,876 shares; 2025Q3: 106,349 shares; 2025Q4: 106,835 shares; 2026Q1: 110,869 shares; 2026Q2: 111,334 shares 111,334 $3.86M 0.08% +465 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,638 shares; 2024Q4: 12,423 shares; 2025Q1: 12,150 shares; 2025Q2: 11,433 shares; 2025Q3: 10,322 shares; 2025Q4: 9,621 shares; 2026Q1: 8,649 shares; 2026Q2: 9,264 shares 9,264 $3.82M 0.07% +615 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,644 shares; 2025Q1: 3,769 shares; 2025Q2: 3,760 shares; 2025Q3: 3,738 shares; 2025Q4: 3,630 shares; 2026Q1: 3,392 shares; 2026Q2: 3,368 shares 3,368 $3.82M 0.07% -24 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,315 shares; 2024Q4: 16,084 shares; 2025Q1: 15,611 shares; 2025Q2: 14,505 shares; 2025Q3: 14,005 shares; 2025Q4: 13,343 shares; 2026Q1: 12,157 shares; 2026Q2: 11,871 shares 11,871 $3.77M 0.07% -286 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,383 shares; 2024Q4: 6,666 shares; 2025Q1: 6,609 shares; 2025Q2: 7,015 shares; 2025Q3: 6,624 shares; 2025Q4: 6,666 shares; 2026Q1: 6,654 shares; 2026Q2: 6,576 shares 6,576 $3.75M 0.07% -78 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,428 shares; 2024Q4: 72,870 shares; 2025Q1: 76,691 shares; 2025Q2: 58,287 shares; 2025Q3: 57,311 shares; 2025Q4: 56,807 shares; 2026Q1: 57,287 shares; 2026Q2: 57,045 shares 57,045 $3.61M 0.07% -242 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,346 shares; 2024Q4: 9,658 shares; 2025Q1: 10,132 shares; 2025Q2: 10,376 shares; 2025Q3: 10,296 shares; 2025Q4: 10,121 shares; 2026Q1: 10,428 shares; 2026Q2: 10,307 shares 10,307 $3.6M 0.07% -121 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,193 shares; 2025Q4: 89,517 shares; 2026Q1: 96,240 shares; 2026Q2: 95,944 shares 95,944 $3.57M 0.07% -296 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; 2024Q3: 16,499 shares; 2024Q4: 15,523 shares; 2025Q1: 14,671 shares; 2025Q2: 14,724 shares; 2025Q3: 13,670 shares; 2025Q4: 13,424 shares; 2026Q1: 13,056 shares; 2026Q2: 13,192 shares 13,192 $3.34M 0.07% +136 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,751 shares; 2025Q3: 80,810 shares; 2025Q4: 80,810 shares; 2026Q1: 79,943 shares; 2026Q2: 79,943 shares 79,943 $3.34M 0.07% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,546 shares; 2024Q4: 22,350 shares; 2025Q1: 21,573 shares; 2025Q2: 21,188 shares; 2025Q3: 21,155 shares; 2025Q4: 21,146 shares; 2026Q1: 21,080 shares; 2026Q2: 20,620 shares 20,620 $3.33M 0.07% -460 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,854 shares; 2024Q4: 62,058 shares; 2025Q1: 80,029 shares; 2025Q2: 75,231 shares; 2025Q3: 80,609 shares; 2025Q4: 81,395 shares; 2026Q1: 92,870 shares; 2026Q2: 93,665 shares 93,665 $3.32M 0.06% +795 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,160 shares; 2024Q4: 4,419 shares; 2025Q1: 4,504 shares; 2025Q2: 4,490 shares; 2025Q3: 5,422 shares; 2025Q4: 5,327 shares; 2026Q1: 5,317 shares; 2026Q2: 5,336 shares 5,336 $3.27M 0.06% +19 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,192 shares; 2024Q4: 57,227 shares; 2025Q1: 55,657 shares; 2025Q2: 56,387 shares; 2025Q3: 61,270 shares; 2025Q4: 59,479 shares; 2026Q1: 59,729 shares; 2026Q2: 59,316 shares 59,316 $3.24M 0.06% -413 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,046 shares; 2024Q4: 37,631 shares; 2025Q1: 36,520 shares; 2025Q2: 36,859 shares; 2025Q3: 35,009 shares; 2025Q4: 28,941 shares; 2026Q1: 24,027 shares; 2026Q2: 22,989 shares 22,989 $3.23M 0.06% -1,038 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,431 shares; 2024Q4: 17,574 shares; 2025Q1: 17,638 shares; 2025Q2: 17,370 shares; 2025Q3: 17,289 shares; 2025Q4: 17,637 shares; 2026Q1: 16,161 shares; 2026Q2: 15,670 shares 15,670 $3.17M 0.06% -491 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,072 shares; 2024Q4: 22,386 shares; 2025Q1: 24,070 shares; 2025Q2: 22,264 shares; 2025Q3: 22,771 shares; 2025Q4: 23,140 shares; 2026Q1: 22,440 shares; 2026Q2: 22,441 shares 22,441 $3.17M 0.06% +1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,332 shares; 2024Q4: 5,383 shares; 2025Q1: 5,643 shares; 2025Q2: 5,567 shares; 2025Q3: 5,518 shares; 2025Q4: 5,568 shares; 2026Q1: 5,770 shares; 2026Q2: 5,902 shares 5,902 $3.15M 0.06% +132 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3.11M 0.06% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,852 shares; 2024Q4: 62,670 shares; 2025Q1: 60,300 shares; 2025Q2: 55,485 shares; 2025Q3: 56,274 shares; 2025Q4: 53,486 shares; 2026Q1: 50,359 shares; 2026Q2: 48,432 shares 48,432 $3.11M 0.06% -1,927 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,382 shares; 2024Q4: 34,620 shares; 2025Q1: 31,922 shares; 2025Q2: 31,107 shares; 2025Q3: 29,613 shares; 2025Q4: 30,541 shares; 2026Q1: 29,447 shares; 2026Q2: 28,275 shares 28,275 $3.04M 0.06% -1,172 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,355 shares; 2024Q4: 19,801 shares; 2025Q1: 19,154 shares; 2025Q2: 19,682 shares; 2025Q3: 20,545 shares; 2025Q4: 22,827 shares; 2026Q1: 21,239 shares; 2026Q2: 20,484 shares 20,484 $3.03M 0.06% -755 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,874 shares; 2024Q4: 25,702 shares; 2025Q1: 26,248 shares; 2025Q2: 26,315 shares; 2025Q3: 21,526 shares; 2025Q4: 12,268 shares; 2026Q1: 12,991 shares; 2026Q2: 13,744 shares 13,744 $3.02M 0.06% +753 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,147 shares; 2024Q4: 6,428 shares; 2025Q1: 7,196 shares; 2025Q2: 7,122 shares; 2025Q3: 7,108 shares; 2025Q4: 6,963 shares; 2026Q1: 7,092 shares; 2026Q2: 7,132 shares 7,132 $2.95M 0.06% +40 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,855 shares; 2024Q4: 19,395 shares; 2025Q1: 20,027 shares; 2025Q2: 20,370 shares; 2025Q3: 24,214 shares; 2025Q4: 20,131 shares; 2026Q1: 20,571 shares; 2026Q2: 20,193 shares 20,193 $2.92M 0.06% -378 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,213 shares; 2024Q4: 31,050 shares; 2025Q1: 38,870 shares; 2025Q2: 40,898 shares; 2025Q3: 45,619 shares; 2025Q4: 47,885 shares; 2026Q1: 47,476 shares; 2026Q2: 48,264 shares 48,264 $2.9M 0.06% +788 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,492 shares; 2024Q4: 7,423 shares; 2025Q1: 7,288 shares; 2025Q2: 7,322 shares; 2025Q3: 7,339 shares; 2025Q4: 7,339 shares; 2026Q1: 7,405 shares; 2026Q2: 7,456 shares 7,456 $2.86M 0.06% +51 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,394 shares; 2024Q4: 6,450 shares; 2025Q1: 6,797 shares; 2025Q2: 7,182 shares; 2025Q3: 7,778 shares; 2025Q4: 6,531 shares; 2026Q1: 6,246 shares; 2026Q2: 7,282 shares 7,282 $2.84M 0.06% +1,036 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,557 shares; 2024Q4: 12,236 shares; 2025Q1: 13,096 shares; 2025Q2: 13,118 shares; 2025Q3: 9,055 shares; 2025Q4: 8,988 shares; 2026Q1: 9,160 shares; 2026Q2: 9,455 shares 9,455 $2.79M 0.05% +295 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,210 shares; 2024Q4: 4,663 shares; 2025Q1: 4,816 shares; 2025Q2: 5,248 shares; 2025Q3: 5,135 shares; 2025Q4: 5,240 shares; 2026Q1: 7,123 shares; 2026Q2: 7,648 shares 7,648 $2.77M 0.05% +525 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,158 shares; 2024Q4: 44,656 shares; 2025Q1: 44,279 shares; 2025Q2: 43,432 shares; 2025Q3: 33,357 shares; 2025Q4: 33,870 shares; 2026Q1: 36,893 shares; 2026Q2: 35,978 shares 35,978 $2.77M 0.05% -915 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,895 shares; 2024Q4: 14,224 shares; 2025Q1: 13,633 shares; 2025Q2: 13,950 shares; 2025Q3: 13,893 shares; 2025Q4: 13,683 shares; 2026Q1: 13,061 shares; 2026Q2: 12,569 shares 12,569 $2.76M 0.05% -492 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,770 shares; 2024Q4: 20,842 shares; 2025Q1: 20,417 shares; 2025Q2: 20,941 shares; 2025Q3: 17,774 shares; 2025Q4: 17,802 shares; 2026Q1: 17,498 shares; 2026Q2: 17,461 shares 17,461 $2.75M 0.05% -37 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,190 shares; 2024Q4: 5,582 shares; 2025Q1: 5,714 shares; 2025Q2: 8,487 shares; 2025Q3: 8,474 shares; 2025Q4: 8,441 shares; 2026Q1: 8,935 shares; 2026Q2: 9,060 shares 9,060 $2.72M 0.05% +125 Timeline CVY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,545 shares; 2024Q4: 110,167 shares; 2025Q1: 107,403 shares; 2025Q2: 102,709 shares; 2025Q3: 100,245 shares; 2025Q4: 101,643 shares; 2026Q1: 89,834 shares; 2026Q2: 86,894 shares 86,894 $2.65M 0.05% -2,940 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,189 shares; 2024Q4: 36,684 shares; 2025Q1: 36,099 shares; 2025Q2: 36,927 shares; 2025Q3: 30,801 shares; 2025Q4: 23,035 shares; 2026Q1: 24,981 shares; 2026Q2: 26,097 shares 26,097 $2.64M 0.05% +1,116 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,727 shares; 2024Q4: 23,739 shares; 2025Q1: 23,814 shares; 2025Q2: 23,826 shares; 2025Q3: 27,155 shares; 2025Q4: 26,867 shares; 2026Q1: 26,767 shares; 2026Q2: 26,899 shares 26,899 $2.62M 0.05% +132 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,922 shares; 2024Q4: 37,456 shares; 2025Q1: 37,076 shares; 2025Q2: 30,517 shares; 2025Q3: 28,967 shares; 2025Q4: 27,081 shares; 2026Q1: 25,791 shares; 2026Q2: 25,784 shares 25,784 $2.62M 0.05% -7 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,540 shares; 2024Q4: 24,768 shares; 2025Q1: 22,574 shares; 2025Q2: 25,554 shares; 2025Q3: 22,782 shares; 2025Q4: 25,481 shares; 2026Q1: 27,429 shares; 2026Q2: 26,170 shares 26,170 $2.62M 0.05% -1,259 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,954 shares; 2024Q4: 3,669 shares; 2025Q1: 3,520 shares; 2025Q2: 3,687 shares; 2025Q3: 3,702 shares; 2025Q4: 4,957 shares; 2026Q1: 3,929 shares; 2026Q2: 3,939 shares 3,939 $2.56M 0.05% +10 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,923 shares; 2024Q4: 34,464 shares; 2025Q1: 36,696 shares; 2025Q2: 35,823 shares; 2025Q3: 38,295 shares; 2025Q4: 38,746 shares; 2026Q1: 39,824 shares; 2026Q2: 40,142 shares 40,142 $2.55M 0.05% +318 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,355 shares; 2024Q4: 5,384 shares; 2025Q1: 5,405 shares; 2025Q2: 5,581 shares; 2025Q3: 5,413 shares; 2025Q4: 4,948 shares; 2026Q1: 4,423 shares; 2026Q2: 4,309 shares 4,309 $2.53M 0.05% -114 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,352 shares; 2024Q4: 26,815 shares; 2025Q1: 27,189 shares; 2025Q2: 27,635 shares; 2025Q3: 27,691 shares; 2025Q4: 26,048 shares; 2026Q1: 23,228 shares; 2026Q2: 23,120 shares 23,120 $2.5M 0.05% -108 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,880 shares; 2026Q1: 26,480 shares; 2026Q2: 27,118 shares 27,118 $2.49M 0.05% +638 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,864 shares; 2024Q4: 28,333 shares; 2025Q1: 27,781 shares; 2025Q2: 27,326 shares; 2025Q3: 26,666 shares; 2025Q4: 24,948 shares; 2026Q1: 23,585 shares; 2026Q2: 22,836 shares 22,836 $2.26M 0.04% -749 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,964 shares; 2024Q4: 19,194 shares; 2025Q1: 17,424 shares; 2025Q2: 17,360 shares; 2025Q3: 16,499 shares; 2025Q4: 16,763 shares; 2026Q1: 16,791 shares; 2026Q2: 20,106 shares 20,106 $2.26M 0.04% +3,315 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,410 shares; 2024Q4: 9,674 shares; 2025Q1: 9,347 shares; 2025Q2: 7,897 shares; 2025Q3: 8,440 shares; 2025Q4: 8,647 shares; 2026Q1: 8,841 shares; 2026Q2: 9,296 shares 9,296 $2.23M 0.04% +455 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957 shares; 2024Q4: 876 shares; 2025Q1: 1,085 shares; 2025Q2: 1,203 shares; 2025Q3: 1,191 shares; 2025Q4: 1,220 shares; 2026Q1: 1,154 shares; 2026Q2: 11,565 shares 11,565 $2.23M 0.04% +10,411 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,779 shares; 2025Q3: 8,354 shares; 2025Q4: 20,632 shares; 2026Q1: 28,014 shares; 2026Q2: 31,718 shares 31,718 $2.17M 0.04% +3,704 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,924 shares; 2024Q4: 22,926 shares; 2025Q1: 24,543 shares; 2025Q2: 22,535 shares; 2025Q3: 22,940 shares; 2025Q4: 23,115 shares; 2026Q1: 23,599 shares; 2026Q2: 23,925 shares 23,925 $2.13M 0.04% +326 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,747 shares; 2024Q4: 30,884 shares; 2025Q1: 38,226 shares; 2025Q2: 35,816 shares; 2025Q3: 36,083 shares; 2025Q4: 37,298 shares; 2026Q1: 36,484 shares; 2026Q2: 36,482 shares 36,482 $2.1M 0.04% -2 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,563 shares; 2024Q4: 25,019 shares; 2025Q1: 26,639 shares; 2025Q2: 26,002 shares; 2025Q3: 27,389 shares; 2025Q4: 26,200 shares; 2026Q1: 27,970 shares; 2026Q2: 29,509 shares 29,509 $2.02M 0.04% +1,539 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,987 shares; 2024Q4: 17,025 shares; 2025Q1: 17,856 shares; 2025Q2: 16,946 shares; 2025Q3: 15,989 shares; 2025Q4: 9,128 shares; 2026Q1: 9,387 shares; 2026Q2: 9,674 shares 9,674 $2M 0.04% +287 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,119 shares; 2024Q4: 1,775 shares; 2025Q1: 1,701 shares; 2025Q2: 1,658 shares; 2025Q3: 1,583 shares; 2025Q4: 1,567 shares; 2026Q1: 1,549 shares; 2026Q2: 1,547 shares 1,547 $1.99M 0.04% -2 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 2,093 shares; 2025Q4: 2,127 shares; 2026Q1: 2,284 shares; 2026Q2: 2,370 shares 2,370 $1.99M 0.04% +86 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,892 shares; 2024Q4: 198,334 shares; 2025Q1: 192,548 shares; 2025Q2: 186,413 shares; 2025Q3: 185,017 shares; 2025Q4: 204,008 shares; 2026Q1: 188,225 shares; 2026Q2: 182,265 shares 182,265 $1.96M 0.04% -5,960 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,999 shares; 2024Q4: 13,086 shares; 2025Q1: 12,972 shares; 2025Q2: 13,300 shares; 2025Q3: 13,196 shares; 2025Q4: 13,388 shares; 2026Q1: 12,403 shares; 2026Q2: 11,966 shares 11,966 $1.96M 0.04% -437 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,738 shares; 2024Q4: 22,441 shares; 2025Q1: 22,435 shares; 2025Q2: 21,622 shares; 2025Q3: 21,959 shares; 2025Q4: 21,919 shares; 2026Q1: 21,061 shares; 2026Q2: 20,263 shares 20,263 $1.95M 0.04% -798 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,637 shares; 2024Q4: 24,690 shares; 2025Q1: 24,296 shares; 2025Q2: 23,564 shares; 2025Q3: 18,158 shares; 2025Q4: 18,438 shares; 2026Q1: 17,289 shares; 2026Q2: 18,404 shares 18,404 $1.95M 0.04% +1,115 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,930 shares; 2024Q4: 11,591 shares; 2025Q1: 10,837 shares; 2025Q2: 10,219 shares; 2025Q3: 10,105 shares; 2025Q4: 10,347 shares; 2026Q1: 12,064 shares; 2026Q2: 11,629 shares 11,629 $1.92M 0.04% -435 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,713 shares; 2024Q4: 13,186 shares; 2025Q1: 12,892 shares; 2025Q2: 12,881 shares; 2025Q3: 13,383 shares; 2025Q4: 11,649 shares; 2026Q1: 12,111 shares; 2026Q2: 11,930 shares 11,930 $1.91M 0.04% -181 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,654 shares; 2024Q4: 7,641 shares; 2025Q1: 8,526 shares; 2025Q2: 8,373 shares; 2025Q3: 8,082 shares; 2025Q4: 8,597 shares; 2026Q1: 8,925 shares; 2026Q2: 8,045 shares 8,045 $1.89M 0.04% -880 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,090 shares; 2024Q4: 16,560 shares; 2025Q1: 16,515 shares; 2025Q2: 16,434 shares; 2025Q3: 16,281 shares; 2025Q4: 16,372 shares; 2026Q1: 15,725 shares; 2026Q2: 16,382 shares 16,382 $1.88M 0.04% +657 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,087 shares; 2024Q4: 10,757 shares; 2025Q1: 9,357 shares; 2025Q2: 8,079 shares; 2025Q3: 7,873 shares; 2025Q4: 8,440 shares; 2026Q1: 9,609 shares; 2026Q2: 8,367 shares 8,367 $1.88M 0.04% -1,242 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,256 shares; 2024Q4: 4,270 shares; 2025Q1: 4,500 shares; 2025Q2: 4,666 shares; 2025Q3: 4,726 shares; 2025Q4: 4,794 shares; 2026Q1: 4,929 shares; 2026Q2: 4,961 shares 4,961 $1.87M 0.04% +32 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,375 shares; 2024Q4: 12,099 shares; 2025Q1: 11,742 shares; 2025Q2: 11,056 shares; 2025Q3: 11,431 shares; 2025Q4: 11,327 shares; 2026Q1: 9,843 shares; 2026Q2: 9,673 shares 9,673 $1.85M 0.04% -170 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,591 shares; 2024Q4: 3,730 shares; 2025Q1: 3,727 shares; 2025Q2: 5,538 shares; 2025Q3: 5,681 shares; 2025Q4: 5,574 shares; 2026Q1: 6,224 shares; 2026Q2: 6,857 shares 6,857 $1.85M 0.04% +633 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; 2024Q3: 20,545 shares; 2024Q4: 20,530 shares; 2025Q1: 20,530 shares; 2025Q2: 20,535 shares; 2025Q3: 20,572 shares; 2025Q4: 20,591 shares; 2026Q1: 20,537 shares; 2026Q2: 20,561 shares 20,561 $1.85M 0.04% +24 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,141 shares; 2024Q4: 3,354 shares; 2025Q1: 3,436 shares; 2025Q2: 3,620 shares; 2025Q3: 3,662 shares; 2025Q4: 3,848 shares; 2026Q1: 4,023 shares; 2026Q2: 4,066 shares 4,066 $1.82M 0.04% +43 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,579 shares; 2024Q4: 11,803 shares; 2025Q1: 14,086 shares; 2025Q2: 13,528 shares; 2025Q3: 12,383 shares; 2025Q4: 12,526 shares; 2026Q1: 13,128 shares; 2026Q2: 13,134 shares 13,134 $1.81M 0.04% +6 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; 2024Q3: 2,060 shares; 2024Q4: 2,002 shares; 2025Q1: 2,001 shares; 2025Q2: 1,955 shares; 2025Q3: 3,692 shares; 2025Q4: 3,719 shares; 2026Q1: 3,486 shares; 2026Q2: 3,965 shares 3,965 $1.78M 0.03% +479 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,804 shares; 2024Q4: 11,862 shares; 2025Q1: 11,090 shares; 2025Q2: 10,629 shares; 2025Q3: 10,905 shares; 2025Q4: 11,780 shares; 2026Q1: 10,515 shares; 2026Q2: 10,109 shares 10,109 $1.77M 0.03% -406 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,875 shares; 2024Q4: 12,029 shares; 2025Q1: 11,980 shares; 2025Q2: 11,855 shares; 2025Q3: 11,901 shares; 2025Q4: 12,843 shares; 2026Q1: 11,055 shares; 2026Q2: 10,722 shares 10,722 $1.77M 0.03% -333 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 728 shares; 2024Q4: 789 shares; 2025Q1: 802 shares; 2025Q2: 1,047 shares; 2025Q3: 1,057 shares; 2025Q4: 933 shares; 2026Q1: 1,057 shares; 2026Q2: 1,055 shares 1,055 $1.77M 0.03% -2 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,449 shares; 2024Q4: 21,533 shares; 2025Q1: 21,610 shares; 2025Q2: 21,560 shares; 2025Q3: 21,381 shares; 2025Q4: 21,324 shares; 2026Q1: 22,208 shares; 2026Q2: 22,282 shares 22,282 $1.76M 0.03% +74 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,649 shares; 2025Q1: 5,139 shares; 2025Q2: 5,120 shares; 2025Q3: 5,124 shares; 2025Q4: 5,175 shares; 2026Q1: 5,545 shares; 2026Q2: 5,682 shares 5,682 $1.75M 0.03% +137 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,723 shares; 2024Q4: 11,662 shares; 2025Q1: 11,179 shares; 2025Q2: 10,302 shares; 2025Q3: 9,469 shares; 2025Q4: 9,295 shares; 2026Q1: 9,174 shares; 2026Q2: 9,313 shares 9,313 $1.74M 0.03% +139 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,804 shares; 2024Q4: 4,054 shares; 2025Q1: 4,467 shares; 2025Q2: 4,215 shares; 2025Q3: 5,115 shares; 2025Q4: 5,076 shares; 2026Q1: 5,206 shares; 2026Q2: 5,074 shares 5,074 $1.73M 0.03% -132 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,799 shares; 2024Q4: 23,075 shares; 2025Q1: 26,580 shares; 2025Q2: 22,510 shares; 2025Q3: 23,298 shares; 2025Q4: 25,823 shares; 2026Q1: 29,355 shares; 2026Q2: 29,963 shares 29,963 $1.72M 0.03% +608 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,240 shares; 2024Q4: 108,356 shares; 2025Q1: 105,253 shares; 2025Q2: 105,281 shares; 2025Q3: 101,099 shares; 2025Q4: 103,354 shares; 2026Q1: 90,144 shares; 2026Q2: 87,459 shares 87,459 $1.72M 0.03% -2,685 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 180 shares; 2025Q2: 179 shares; 2025Q3: 268 shares; 2025Q4: 266 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $1.7M 0.03% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,282 shares; 2024Q4: 27,533 shares; 2025Q1: 30,527 shares; 2025Q2: 18,492 shares; 2025Q3: 17,810 shares; 2025Q4: 17,797 shares; 2026Q1: 17,731 shares; 2026Q2: 17,046 shares 17,046 $1.67M 0.03% -685 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,486 shares; 2024Q4: 8,450 shares; 2025Q1: 8,490 shares; 2025Q2: 8,802 shares; 2025Q3: 8,832 shares; 2025Q4: 9,315 shares; 2026Q1: 9,447 shares; 2026Q2: 10,123 shares 10,123 $1.64M 0.03% +676 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,628 shares; 2024Q4: 4,551 shares; 2025Q1: 4,169 shares; 2025Q2: 4,154 shares; 2025Q3: 4,181 shares; 2025Q4: 4,153 shares; 2026Q1: 4,209 shares; 2026Q2: 4,223 shares 4,223 $1.61M 0.03% +14 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,948 shares; 2024Q4: 4,831 shares; 2025Q1: 4,687 shares; 2025Q2: 4,608 shares; 2025Q3: 4,040 shares; 2025Q4: 3,854 shares; 2026Q1: 4,094 shares; 2026Q2: 4,410 shares 4,410 $1.6M 0.03% +316 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,974 shares; 2024Q4: 33,034 shares; 2025Q1: 33,007 shares; 2025Q2: 33,024 shares; 2025Q3: 33,159 shares; 2025Q4: 36,558 shares; 2026Q1: 36,585 shares; 2026Q2: 36,544 shares 36,544 $1.59M 0.03% -41 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,182 shares; 2024Q4: 10,254 shares; 2025Q1: 10,391 shares; 2025Q2: 10,551 shares; 2025Q3: 10,471 shares; 2025Q4: 9,063 shares; 2026Q1: 9,312 shares; 2026Q2: 9,649 shares 9,649 $1.58M 0.03% +337 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,187 shares; 2024Q4: 11,305 shares; 2025Q1: 11,762 shares; 2025Q2: 11,550 shares; 2025Q3: 12,150 shares; 2025Q4: 12,281 shares; 2026Q1: 11,098 shares; 2026Q2: 12,668 shares 12,668 $1.56M 0.03% +1,570 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,869 shares; 2024Q4: 26,722 shares; 2025Q1: 26,430 shares; 2025Q2: 26,381 shares; 2025Q3: 24,998 shares; 2025Q4: 23,161 shares; 2026Q1: 20,443 shares; 2026Q2: 19,873 shares 19,873 $1.56M 0.03% -570 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,773 shares; 2024Q4: 3,836 shares; 2025Q1: 3,753 shares; 2025Q2: 3,854 shares; 2025Q3: 3,748 shares; 2025Q4: 3,967 shares; 2026Q1: 4,016 shares; 2026Q2: 4,108 shares 4,108 $1.54M 0.03% +92 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,472 shares; 2024Q4: 18,472 shares; 2025Q1: 18,472 shares; 2025Q2: 18,472 shares; 2025Q3: 18,472 shares; 2025Q4: 18,472 shares; 2026Q1: 18,472 shares; 2026Q2: 18,472 shares 18,472 $1.52M 0.03% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,210 shares; 2024Q4: 18,218 shares; 2025Q1: 18,210 shares; 2025Q2: 18,227 shares; 2025Q3: 18,264 shares; 2025Q4: 18,254 shares; 2026Q1: 18,308 shares; 2026Q2: 18,460 shares 18,460 $1.51M 0.03% +152 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,881 shares; 2024Q4: 1,999 shares; 2025Q1: 2,351 shares; 2025Q2: 2,552 shares; 2025Q3: 2,799 shares; 2025Q4: 3,497 shares; 2026Q1: 3,125 shares; 2026Q2: 3,250 shares 3,250 $1.5M 0.03% +125 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,193 shares; 2024Q4: 26,789 shares; 2025Q1: 24,093 shares; 2025Q2: 24,249 shares; 2025Q3: 23,277 shares; 2025Q4: 23,308 shares; 2026Q1: 23,460 shares; 2026Q2: 22,750 shares 22,750 $1.5M 0.03% -710 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,126 shares; 2024Q4: 7,158 shares; 2025Q1: 6,834 shares; 2025Q2: 7,024 shares; 2025Q3: 7,249 shares; 2025Q4: 7,872 shares; 2026Q1: 8,249 shares; 2026Q2: 8,667 shares 8,667 $1.49M 0.03% +418 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,057 shares; 2024Q4: 111,097 shares; 2025Q1: 150,092 shares; 2025Q2: 137,672 shares; 2025Q3: 133,323 shares; 2025Q4: 137,566 shares; 2026Q1: 138,850 shares; 2026Q2: 138,590 shares 138,590 $1.48M 0.03% -260 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,073 shares; 2024Q4: 15,125 shares; 2025Q1: 16,914 shares; 2025Q2: 16,326 shares; 2025Q3: 17,185 shares; 2025Q4: 16,654 shares; 2026Q1: 16,971 shares; 2026Q2: 16,814 shares 16,814 $1.48M 0.03% -157 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,741 shares; 2024Q4: 3,765 shares; 2025Q1: 3,458 shares; 2025Q2: 3,495 shares; 2025Q3: 3,835 shares; 2025Q4: 7,651 shares; 2026Q1: 7,937 shares; 2026Q2: 7,926 shares 7,926 $1.47M 0.03% -11 Timeline LSBK LAKE SHORE BANCORP INC More: the full row for LAKE SHORE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,250 shares; 2025Q4: 88,021 shares; 2026Q1: 88,078 shares; 2026Q2: 85,173 shares 85,173 $1.45M 0.03% -2,905 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,822 shares; 2024Q4: 16,297 shares; 2025Q1: 13,914 shares; 2025Q2: 13,914 shares; 2025Q3: 13,944 shares; 2025Q4: 13,841 shares; 2026Q1: 13,813 shares; 2026Q2: 13,751 shares 13,751 $1.45M 0.03% -62 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,757 shares; 2026Q1: 32,758 shares; 2026Q2: 31,333 shares 31,333 $1.43M 0.03% -1,425 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,794 shares; 2024Q4: 39,845 shares; 2025Q1: 38,649 shares; 2025Q2: 38,649 shares; 2025Q3: 35,751 shares; 2025Q4: 33,090 shares; 2026Q1: 33,563 shares; 2026Q2: 32,422 shares 32,422 $1.4M 0.03% -1,141 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,049 shares; 2024Q4: 5,536 shares; 2025Q1: 5,940 shares; 2025Q2: 5,809 shares; 2025Q3: 5,377 shares; 2025Q4: 6,149 shares; 2026Q1: 6,448 shares; 2026Q2: 6,384 shares 6,384 $1.39M 0.03% -64 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,791 shares; 2024Q4: 3,415 shares; 2025Q1: 3,498 shares; 2025Q2: 3,688 shares; 2025Q3: 3,735 shares; 2025Q4: 3,788 shares; 2026Q1: 3,668 shares; 2026Q2: 4,591 shares 4,591 $1.39M 0.03% +923 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,497 shares; 2024Q4: 20,429 shares; 2025Q1: 22,236 shares; 2025Q2: 24,499 shares; 2025Q3: 25,624 shares; 2025Q4: 30,479 shares; 2026Q1: 31,836 shares; 2026Q2: 31,689 shares 31,689 $1.38M 0.03% -147 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,353 shares; 2024Q4: 25,517 shares; 2025Q1: 20,830 shares; 2025Q2: 19,590 shares; 2025Q3: 17,394 shares; 2025Q4: 16,805 shares; 2026Q1: 14,893 shares; 2026Q2: 14,897 shares 14,897 $1.38M 0.03% +4 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,319 shares 12,319 $1.33M 0.03% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,445 shares; 2024Q4: 5,445 shares; 2025Q1: 5,445 shares; 2025Q2: 4,549 shares; 2025Q3: 4,549 shares; 2025Q4: 4,422 shares; 2026Q1: 9,423 shares; 2026Q2: 9,370 shares 9,370 $1.33M 0.03% -53 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: 1,962 shares; 2025Q1: 1,964 shares; 2025Q2: 1,283 shares; 2025Q3: 1,363 shares; 2025Q4: 1,132 shares; 2026Q1: 1,283 shares; 2026Q2: 6,299 shares 6,299 $1.32M 0.03% +5,016 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,478 shares; 2024Q4: 21,030 shares; 2025Q1: 17,924 shares; 2025Q2: 17,168 shares; 2025Q3: 19,235 shares; 2025Q4: 19,321 shares; 2026Q1: 20,271 shares; 2026Q2: 22,663 shares 22,663 $1.31M 0.03% +2,392 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,747 shares; 2024Q4: 4,812 shares; 2025Q1: 5,360 shares; 2025Q2: 5,050 shares; 2025Q3: 4,925 shares; 2025Q4: 5,753 shares; 2026Q1: 6,824 shares; 2026Q2: 6,722 shares 6,722 $1.3M 0.03% -102 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,142 shares; 2024Q4: 3,526 shares; 2025Q1: 3,744 shares; 2025Q2: 4,183 shares; 2025Q3: 3,994 shares; 2025Q4: 4,384 shares; 2026Q1: 4,277 shares; 2026Q2: 4,347 shares 4,347 $1.29M 0.03% +70 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,284 shares; 2024Q4: 9,225 shares; 2025Q1: 9,323 shares; 2025Q2: 9,125 shares; 2025Q3: 9,473 shares; 2025Q4: 9,903 shares; 2026Q1: 11,058 shares; 2026Q2: 10,738 shares 10,738 $1.27M 0.02% -320 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,712 shares; 2024Q4: 3,722 shares; 2025Q1: 3,405 shares; 2025Q2: 3,460 shares; 2025Q3: 3,427 shares; 2025Q4: 3,420 shares; 2026Q1: 3,460 shares; 2026Q2: 3,397 shares 3,397 $1.26M 0.02% -63 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,990 shares; 2024Q4: 2,849 shares; 2025Q1: 3,134 shares; 2025Q2: 3,199 shares; 2025Q3: 3,404 shares; 2025Q4: 3,654 shares; 2026Q1: 4,026 shares; 2026Q2: 4,486 shares 4,486 $1.25M 0.02% +460 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,131 shares; 2024Q4: 23,171 shares; 2025Q1: 22,384 shares; 2025Q2: 26,440 shares; 2025Q3: 27,448 shares; 2025Q4: 28,390 shares; 2026Q1: 26,486 shares; 2026Q2: 27,078 shares 27,078 $1.24M 0.02% +592 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,967 shares; 2024Q4: 3,732 shares; 2025Q1: 3,718 shares; 2025Q2: 3,472 shares; 2025Q3: 3,512 shares; 2025Q4: 3,318 shares; 2026Q1: 3,421 shares; 2026Q2: 3,419 shares 3,419 $1.24M 0.02% -2 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,220 shares; 2024Q4: 2,236 shares; 2025Q1: 2,300 shares; 2025Q2: 2,319 shares; 2025Q3: 2,297 shares; 2025Q4: 2,610 shares; 2026Q1: 2,586 shares; 2026Q2: 2,527 shares 2,527 $1.22M 0.02% -59 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,143 shares; 2024Q4: 7,120 shares; 2025Q1: 6,626 shares; 2025Q2: 6,723 shares; 2025Q3: 6,991 shares; 2025Q4: 6,721 shares; 2026Q1: 6,782 shares; 2026Q2: 6,708 shares 6,708 $1.22M 0.02% -74 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543 shares; 2024Q4: 600 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 669 shares; 2025Q4: 697 shares; 2026Q1: 5,424 shares; 2026Q2: 10,144 shares 10,144 $1.21M 0.02% +4,720 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,003 shares; 2024Q4: 5,088 shares; 2025Q1: 5,253 shares; 2025Q2: 5,688 shares; 2025Q3: 4,928 shares; 2025Q4: 13,482 shares; 2026Q1: 14,422 shares; 2026Q2: 14,552 shares 14,552 $1.2M 0.02% +130 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,633 shares; 2024Q4: 6,572 shares; 2025Q1: 6,708 shares; 2025Q2: 6,834 shares; 2025Q3: 6,517 shares; 2025Q4: 6,880 shares; 2026Q1: 5,307 shares; 2026Q2: 5,304 shares 5,304 $1.19M 0.02% -3 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,299 shares; 2024Q4: 3,270 shares; 2025Q1: 3,228 shares; 2025Q2: 2,940 shares; 2025Q3: 2,883 shares; 2025Q4: 3,024 shares; 2026Q1: 3,022 shares; 2026Q2: 2,897 shares 2,897 $1.19M 0.02% -125 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,414 shares; 2024Q4: 31,078 shares; 2025Q1: 29,180 shares; 2025Q2: 27,469 shares; 2025Q3: 24,713 shares; 2025Q4: 17,808 shares; 2026Q1: 19,412 shares; 2026Q2: 18,757 shares 18,757 $1.17M 0.02% -655 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,959 shares; 2024Q4: 3,237 shares; 2025Q1: 2,983 shares; 2025Q2: 2,902 shares; 2025Q3: 3,201 shares; 2025Q4: 3,392 shares; 2026Q1: 3,233 shares; 2026Q2: 3,031 shares 3,031 $1.17M 0.02% -202 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,555 shares; 2024Q4: 3,722 shares; 2025Q1: 3,778 shares; 2025Q2: 3,810 shares; 2025Q3: 3,604 shares; 2025Q4: 4,595 shares; 2026Q1: 6,362 shares; 2026Q2: 7,100 shares 7,100 $1.17M 0.02% +738 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,319 shares; 2025Q1: 6,030 shares; 2025Q2: 6,690 shares; 2025Q3: 7,016 shares; 2025Q4: 7,165 shares; 2026Q1: 7,351 shares; 2026Q2: 7,415 shares 7,415 $1.16M 0.02% +64 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,652 shares 4,652 $1.15M 0.02% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,730 shares; 2024Q4: 38,408 shares; 2025Q1: 38,369 shares; 2025Q2: 35,362 shares; 2025Q3: 29,838 shares; 2025Q4: 28,227 shares; 2026Q1: 28,022 shares; 2026Q2: 28,022 shares 28,022 $1.15M 0.02% 0 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,172 shares; 2024Q4: 7,765 shares; 2025Q1: 8,524 shares; 2025Q2: 8,645 shares; 2025Q3: 8,358 shares; 2025Q4: 8,067 shares; 2026Q1: 7,823 shares; 2026Q2: 7,795 shares 7,795 $1.15M 0.02% -28 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,582 shares; 2024Q4: 5,739 shares; 2025Q1: 4,500 shares; 2025Q2: 4,416 shares; 2025Q3: 5,450 shares; 2025Q4: 5,709 shares; 2026Q1: 13,739 shares; 2026Q2: 13,529 shares 13,529 $1.14M 0.02% -210 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,050 shares; 2024Q4: 84,966 shares; 2025Q1: 58,483 shares; 2025Q2: 55,855 shares; 2025Q3: 53,223 shares; 2025Q4: 54,930 shares; 2026Q1: 32,273 shares; 2026Q2: 31,328 shares 31,328 $1.14M 0.02% -945 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,169 shares; 2024Q4: 6,980 shares; 2025Q1: 7,973 shares; 2025Q2: 7,973 shares; 2025Q3: 7,119 shares; 2025Q4: 8,342 shares; 2026Q1: 8,379 shares; 2026Q2: 8,336 shares 8,336 $1.14M 0.02% -43 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,323 shares; 2024Q4: 2,356 shares; 2025Q1: 2,205 shares; 2025Q2: 2,206 shares; 2025Q3: 2,459 shares; 2025Q4: 2,459 shares; 2026Q1: 2,068 shares; 2026Q2: 2,058 shares 2,058 $1.12M 0.02% -10 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,864 shares; 2024Q4: 17,236 shares; 2025Q1: 19,807 shares; 2025Q2: 19,948 shares; 2025Q3: 20,301 shares; 2025Q4: 21,681 shares; 2026Q1: 21,752 shares; 2026Q2: 23,255 shares 23,255 $1.11M 0.02% +1,503 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,564 shares; 2024Q4: 3,565 shares; 2025Q1: 3,605 shares; 2025Q2: 3,626 shares; 2025Q3: 4,157 shares; 2025Q4: 7,155 shares; 2026Q1: 8,303 shares; 2026Q2: 12,788 shares 12,788 $1.11M 0.02% +4,485 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,335 shares; 2024Q4: 9,612 shares; 2025Q1: 10,061 shares; 2025Q2: 9,927 shares; 2025Q3: 10,555 shares; 2025Q4: 10,498 shares; 2026Q1: 8,830 shares; 2026Q2: 8,729 shares 8,729 $1.1M 0.02% -101 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,477 shares; 2024Q4: 15,555 shares; 2025Q1: 15,304 shares; 2025Q2: 14,551 shares; 2025Q3: 14,522 shares; 2025Q4: 14,510 shares; 2026Q1: 14,354 shares; 2026Q2: 14,324 shares 14,324 $1.09M 0.02% -30 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,472 shares; 2025Q4: 13,104 shares; 2026Q1: 13,004 shares; 2026Q2: 9,964 shares 9,964 $1.09M 0.02% -3,040 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,831 shares; 2024Q4: 4,538 shares; 2025Q1: 4,369 shares; 2025Q2: 4,347 shares; 2025Q3: 4,081 shares; 2025Q4: 3,721 shares; 2026Q1: 3,780 shares; 2026Q2: 3,686 shares 3,686 $1.09M 0.02% -94 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,743 shares; 2024Q4: 29,995 shares; 2025Q1: 30,367 shares; 2025Q2: 30,615 shares; 2025Q3: 30,092 shares; 2025Q4: 30,197 shares; 2026Q1: 30,759 shares; 2026Q2: 30,869 shares 30,869 $1.08M 0.02% +110 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,774 shares; 2024Q4: 12,629 shares; 2025Q1: 12,632 shares; 2025Q2: 12,674 shares; 2025Q3: 12,557 shares; 2025Q4: 12,916 shares; 2026Q1: 12,873 shares; 2026Q2: 12,867 shares 12,867 $1.07M 0.02% -6 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 1,170 shares; 2025Q1: 1,166 shares; 2025Q2: 1,182 shares; 2025Q3: 1,177 shares; 2025Q4: 1,180 shares; 2026Q1: 1,187 shares; 2026Q2: 1,219 shares 1,219 $1.07M 0.02% +32 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,040 shares; 2024Q4: 19,910 shares; 2025Q1: 20,104 shares; 2025Q2: 18,122 shares; 2025Q3: 18,122 shares; 2025Q4: 18,122 shares; 2026Q1: 18,089 shares; 2026Q2: 22,369 shares 22,369 $1.07M 0.02% +4,280 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,112 shares; 2024Q4: 11,129 shares; 2025Q1: 11,131 shares; 2025Q2: 10,778 shares; 2025Q3: 10,856 shares; 2025Q4: 10,621 shares; 2026Q1: 11,015 shares; 2026Q2: 11,300 shares 11,300 $1.05M 0.02% +285 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,420 shares; 2024Q4: 32,893 shares; 2025Q1: 33,228 shares; 2025Q2: 29,871 shares; 2025Q3: 28,450 shares; 2025Q4: 26,966 shares; 2026Q1: 25,264 shares; 2026Q2: 25,334 shares 25,334 $1.05M 0.02% +70 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,191 shares; 2026Q2: 13,976 shares 13,976 $1.05M 0.02% +11,785 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,599 shares; 2024Q4: 1,629 shares; 2025Q1: 1,685 shares; 2025Q2: 1,723 shares; 2025Q3: 1,787 shares; 2025Q4: 1,714 shares; 2026Q1: 1,991 shares; 2026Q2: 2,118 shares 2,118 $1.04M 0.02% +127 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,346 shares; 2024Q4: 16,260 shares; 2025Q1: 15,750 shares; 2025Q2: 14,521 shares; 2025Q3: 13,051 shares; 2025Q4: 12,432 shares; 2026Q1: 12,402 shares; 2026Q2: 12,001 shares 12,001 $1.03M 0.02% -401 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,725 shares; 2024Q4: 3,956 shares; 2025Q1: 3,243 shares; 2025Q2: 3,524 shares; 2025Q3: 3,547 shares; 2025Q4: 3,513 shares; 2026Q1: 3,847 shares; 2026Q2: 3,881 shares 3,881 $1.03M 0.02% +34 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,533 shares; 2024Q4: 5,972 shares; 2025Q1: 6,969 shares; 2025Q2: 6,627 shares; 2025Q3: 6,882 shares; 2025Q4: 18,739 shares; 2026Q1: 15,864 shares; 2026Q2: 17,917 shares 17,917 $1.03M 0.02% +2,053 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,529 shares; 2024Q4: 5,557 shares; 2025Q1: 6,203 shares; 2025Q2: 6,531 shares; 2025Q3: 6,859 shares; 2025Q4: 6,364 shares; 2026Q1: 7,822 shares; 2026Q2: 9,064 shares 9,064 $1.02M 0.02% +1,242 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,831 shares; 2024Q4: 9,508 shares; 2025Q1: 10,412 shares; 2025Q2: 9,881 shares; 2025Q3: 8,298 shares; 2025Q4: 8,152 shares; 2026Q1: 7,911 shares; 2026Q2: 7,791 shares 7,791 $1.02M 0.02% -120 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,256 shares; 2024Q4: 1,328 shares; 2025Q1: 1,494 shares; 2025Q2: 1,785 shares; 2025Q3: 2,019 shares; 2025Q4: 2,445 shares; 2026Q1: 2,559 shares; 2026Q2: 2,817 shares 2,817 $993K 0.02% +258 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,548 shares; 2024Q4: 23,583 shares; 2025Q1: 23,544 shares; 2025Q2: 7,547 shares; 2025Q3: 7,607 shares; 2025Q4: 7,702 shares; 2026Q1: 7,819 shares; 2026Q2: 7,910 shares 7,910 $993K 0.02% +91 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,337 shares; 2024Q4: 9,676 shares; 2025Q1: 10,739 shares; 2025Q2: 10,431 shares; 2025Q3: 8,867 shares; 2025Q4: 13,645 shares; 2026Q1: 13,963 shares; 2026Q2: 12,340 shares 12,340 $987K 0.02% -1,623 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,203 shares; 2024Q4: 4,482 shares; 2025Q1: 5,792 shares; 2025Q2: 5,441 shares; 2025Q3: 5,462 shares; 2025Q4: 5,972 shares; 2026Q1: 5,919 shares; 2026Q2: 6,448 shares 6,448 $987K 0.02% +529 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,816 shares 4,816 $981K 0.02% new Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,294 shares; 2025Q4: 9,783 shares; 2026Q1: 9,783 shares; 2026Q2: 9,783 shares 9,783 $972K 0.02% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 6,659 shares; 2025Q1: 6,593 shares; 2025Q2: 6,403 shares; 2025Q3: 6,420 shares; 2025Q4: 7,028 shares; 2026Q1: 6,307 shares; 2026Q2: 6,305 shares 6,305 $968K 0.02% -2 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,842 shares; 2024Q4: 9,420 shares; 2025Q1: 13,831 shares; 2025Q2: 13,800 shares; 2025Q3: 14,867 shares; 2025Q4: 14,123 shares; 2026Q1: 14,515 shares; 2026Q2: 14,742 shares 14,742 $965K 0.02% +227 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,556 shares; 2024Q4: 8,839 shares; 2025Q1: 9,150 shares; 2025Q2: 8,687 shares; 2025Q3: 10,562 shares; 2025Q4: 13,595 shares; 2026Q1: 12,628 shares; 2026Q2: 14,014 shares 14,014 $957K 0.02% +1,386 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,821 shares; 2024Q4: 17,538 shares; 2025Q1: 15,786 shares; 2025Q2: 13,131 shares; 2025Q3: 12,471 shares; 2025Q4: 12,232 shares; 2026Q1: 11,015 shares; 2026Q2: 11,309 shares 11,309 $952K 0.02% +294 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; 2024Q3: 5,376 shares; 2024Q4: 5,330 shares; 2025Q1: 5,309 shares; 2025Q2: 5,261 shares; 2025Q3: 5,216 shares; 2025Q4: 5,231 shares; 2026Q1: 5,287 shares; 2026Q2: 5,268 shares 5,268 $951K 0.02% -19 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,098 shares; 2024Q4: 2,946 shares; 2025Q1: 2,848 shares; 2025Q2: 2,758 shares; 2025Q3: 2,680 shares; 2025Q4: 2,773 shares; 2026Q1: 2,747 shares; 2026Q2: 2,922 shares 2,922 $948K 0.02% +175 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,935 shares; 2024Q4: 8,893 shares; 2025Q1: 15,187 shares; 2025Q2: 20,278 shares; 2025Q3: 23,713 shares; 2025Q4: 28,449 shares; 2026Q1: 16,165 shares; 2026Q2: 15,954 shares 15,954 $947K 0.02% -211 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,486 shares; 2024Q4: 10,886 shares; 2025Q1: 14,392 shares; 2025Q2: 14,669 shares; 2025Q3: 13,730 shares; 2025Q4: 12,843 shares; 2026Q1: 13,992 shares; 2026Q2: 13,817 shares 13,817 $942K 0.02% -175 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,241 shares; 2025Q1: 2,244 shares; 2025Q2: 2,202 shares; 2025Q3: 2,204 shares; 2025Q4: 2,835 shares; 2026Q1: 2,937 shares; 2026Q2: 3,213 shares 3,213 $931K 0.02% +276 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,732 shares; 2024Q4: 3,417 shares; 2025Q1: 3,942 shares; 2025Q2: 5,168 shares; 2025Q3: 3,531 shares; 2025Q4: 3,523 shares; 2026Q1: 3,831 shares; 2026Q2: 3,596 shares 3,596 $916K 0.02% -235 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; 2024Q3: 1,574 shares; 2024Q4: 1,600 shares; 2025Q1: 1,592 shares; 2025Q2: 1,617 shares; 2025Q3: 1,616 shares; 2025Q4: 1,613 shares; 2026Q1: 1,650 shares; 2026Q2: 1,636 shares 1,636 $912K 0.02% -14 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,953 shares; 2024Q4: 3,106 shares; 2025Q1: 3,126 shares; 2025Q2: 3,279 shares; 2025Q3: 3,364 shares; 2025Q4: 3,384 shares; 2026Q1: 3,734 shares; 2026Q2: 3,821 shares 3,821 $907K 0.02% +87 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,489 shares; 2024Q4: 6,688 shares; 2025Q1: 6,532 shares; 2025Q2: 5,061 shares; 2025Q3: 4,792 shares; 2025Q4: 4,761 shares; 2026Q1: 4,920 shares; 2026Q2: 4,294 shares 4,294 $906K 0.02% -626 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,970 shares; 2024Q4: 2,911 shares; 2025Q1: 2,859 shares; 2025Q2: 2,663 shares; 2025Q3: 2,388 shares; 2025Q4: 2,134 shares; 2026Q1: 2,358 shares; 2026Q2: 2,925 shares 2,925 $903K 0.02% +567 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,475 shares; 2026Q1: 21,153 shares; 2026Q2: 21,909 shares 21,909 $902K 0.02% +756 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,627 shares; 2024Q4: 14,853 shares; 2025Q1: 14,984 shares; 2025Q2: 16,094 shares; 2025Q3: 16,381 shares; 2025Q4: 16,454 shares; 2026Q1: 17,324 shares; 2026Q2: 17,418 shares 17,418 $890K 0.02% +94 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,326 shares; 2024Q4: 9,417 shares; 2025Q1: 8,289 shares; 2025Q2: 7,356 shares; 2025Q3: 7,333 shares; 2025Q4: 7,616 shares; 2026Q1: 7,298 shares; 2026Q2: 7,335 shares 7,335 $881K 0.02% +37 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,247 shares; 2024Q4: 10,424 shares; 2025Q1: 7,241 shares; 2025Q2: 7,229 shares; 2025Q3: 8,324 shares; 2025Q4: 8,772 shares; 2026Q1: 9,115 shares; 2026Q2: 9,437 shares 9,437 $879K 0.02% +322 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,844 shares; 2025Q2: 127,626 shares; 2025Q3: 170,577 shares; 2025Q4: 203,705 shares; 2026Q1: 204,837 shares; 2026Q2: 223,076 shares 223,076 $877K 0.02% +18,239 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,118 shares; 2024Q4: 10,902 shares; 2025Q1: 9,818 shares; 2025Q2: 11,901 shares; 2025Q3: 10,627 shares; 2025Q4: 10,636 shares; 2026Q1: 11,736 shares; 2026Q2: 12,486 shares 12,486 $866K 0.02% +750 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,651 shares; 2025Q4: 22,737 shares; 2026Q1: 22,737 shares; 2026Q2: 22,737 shares 22,737 $852K 0.02% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,780 shares; 2024Q4: 12,655 shares; 2025Q1: 13,849 shares; 2025Q2: 15,383 shares; 2025Q3: 15,578 shares; 2025Q4: 15,801 shares; 2026Q1: 15,590 shares; 2026Q2: 13,542 shares 13,542 $849K 0.02% -2,048 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 142 shares; 2025Q1: 143 shares; 2025Q2: 151 shares; 2025Q3: 152 shares; 2025Q4: 159 shares; 2026Q1: 3,950 shares; 2026Q2: 4,071 shares 4,071 $843K 0.02% +121 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,836 shares; 2024Q4: 9,608 shares; 2025Q1: 9,181 shares; 2025Q2: 9,206 shares; 2025Q3: 9,209 shares; 2025Q4: 4,301 shares; 2026Q1: 4,318 shares; 2026Q2: 4,319 shares 4,319 $833K 0.02% +1 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,060 shares; 2024Q4: 21,060 shares; 2025Q1: 21,060 shares; 2025Q2: 21,060 shares; 2025Q3: 21,060 shares; 2025Q4: 21,060 shares; 2026Q1: 19,205 shares; 2026Q2: 19,545 shares 19,545 $823K 0.02% +340 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,624 shares; 2024Q4: 7,624 shares; 2025Q1: 7,624 shares; 2025Q2: 7,258 shares; 2025Q3: 7,030 shares; 2025Q4: 8,220 shares; 2026Q1: 8,270 shares; 2026Q2: 8,309 shares 8,309 $817K 0.02% +39 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,659 shares; 2024Q4: 8,966 shares; 2025Q1: 8,945 shares; 2025Q2: 8,279 shares; 2025Q3: 8,597 shares; 2025Q4: 7,401 shares; 2026Q1: 7,095 shares; 2026Q2: 7,674 shares 7,674 $813K 0.02% +579 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,652 shares; 2024Q4: 12,654 shares; 2025Q1: 16,654 shares; 2025Q2: 16,655 shares; 2025Q3: 16,657 shares; 2025Q4: 11,105 shares; 2026Q1: 10,209 shares; 2026Q2: 10,210 shares 10,210 $812K 0.02% +1 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,240 shares; 2024Q4: 4,080 shares; 2025Q1: 4,055 shares; 2025Q2: 3,947 shares; 2025Q3: 3,872 shares; 2025Q4: 3,404 shares; 2026Q1: 3,494 shares; 2026Q2: 3,810 shares 3,810 $811K 0.02% +316 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,173 shares; 2024Q4: 3,142 shares; 2025Q1: 3,102 shares; 2025Q2: 2,974 shares; 2025Q3: 2,970 shares; 2025Q4: 2,856 shares; 2026Q1: 2,853 shares; 2026Q2: 2,818 shares 2,818 $810K 0.02% -35 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,100 shares; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: 2,322 shares; 2026Q1: 2,439 shares; 2026Q2: 2,464 shares 2,464 $809K 0.02% +25 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,798 shares; 2024Q4: 1,825 shares; 2025Q1: 1,840 shares; 2025Q2: 1,854 shares; 2025Q3: 2,318 shares; 2025Q4: 2,721 shares; 2026Q1: 2,841 shares; 2026Q2: 2,708 shares 2,708 $805K 0.02% -133 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,495 shares; 2025Q3: 2,133 shares; 2025Q4: 1,798 shares; 2026Q1: 1,491 shares; 2026Q2: 3,445 shares 3,445 $802K 0.02% +1,954 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,884 shares; 2024Q4: 12,897 shares; 2025Q1: 12,500 shares; 2025Q2: 12,646 shares; 2025Q3: 12,151 shares; 2025Q4: 12,150 shares; 2026Q1: 11,102 shares; 2026Q2: 11,159 shares 11,159 $801K 0.02% +57 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,776 shares; 2025Q3: 2,136 shares; 2025Q4: 2,299 shares; 2026Q1: 2,780 shares; 2026Q2: 2,829 shares 2,829 $786K 0.02% +49 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,338 shares; 2024Q4: 9,825 shares; 2025Q1: 11,650 shares; 2025Q2: 11,678 shares; 2025Q3: 11,688 shares; 2025Q4: 11,688 shares; 2026Q1: 11,629 shares; 2026Q2: 11,643 shares 11,643 $786K 0.02% +14 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,082 shares; 2024Q4: 9,852 shares; 2025Q1: 11,154 shares; 2025Q2: 10,851 shares; 2025Q3: 11,164 shares; 2025Q4: 14,327 shares; 2026Q1: 16,481 shares; 2026Q2: 17,615 shares 17,615 $784K 0.02% +1,134 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,796 shares; 2024Q4: 7,072 shares; 2025Q1: 8,049 shares; 2025Q2: 7,084 shares; 2025Q3: 7,260 shares; 2025Q4: 7,714 shares; 2026Q1: 9,473 shares; 2026Q2: 9,815 shares 9,815 $784K 0.02% +342 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,391 shares; 2024Q4: 1,419 shares; 2025Q1: 1,424 shares; 2025Q2: 1,374 shares; 2025Q3: 1,354 shares; 2025Q4: 2,680 shares; 2026Q1: 2,762 shares; 2026Q2: 2,373 shares 2,373 $778K 0.02% -389 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,478 shares; 2024Q4: 12,560 shares; 2025Q1: 12,455 shares; 2025Q2: 11,555 shares; 2025Q3: 7,918 shares; 2025Q4: 8,006 shares; 2026Q1: 8,214 shares; 2026Q2: 8,179 shares 8,179 $773K 0.02% -35 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; 2024Q3: 13,919 shares; 2024Q4: 12,423 shares; 2025Q1: 12,213 shares; 2025Q2: 11,582 shares; 2025Q3: 10,935 shares; 2025Q4: 10,889 shares; 2026Q1: 10,882 shares; 2026Q2: 10,892 shares 10,892 $765K 0.01% +10 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,483 shares; 2024Q4: 3,119 shares; 2025Q1: 3,201 shares; 2025Q2: 3,251 shares; 2025Q3: 3,021 shares; 2025Q4: 2,448 shares; 2026Q1: 2,511 shares; 2026Q2: 2,459 shares 2,459 $764K 0.01% -52 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,293 shares; 2026Q1: 8,293 shares; 2026Q2: 8,293 shares 8,293 $754K 0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,265 shares; 2024Q4: 15,076 shares; 2025Q1: 13,908 shares; 2025Q2: 12,476 shares; 2025Q3: 10,283 shares; 2025Q4: 9,533 shares; 2026Q1: 8,821 shares; 2026Q2: 8,793 shares 8,793 $750K 0.01% -28 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,468 shares; 2024Q4: 9,729 shares; 2025Q1: 9,737 shares; 2025Q2: 9,610 shares; 2025Q3: 9,984 shares; 2025Q4: 10,978 shares; 2026Q1: 9,520 shares; 2026Q2: 9,867 shares 9,867 $745K 0.01% +347 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,682 shares; 2024Q4: 3,750 shares; 2025Q1: 3,782 shares; 2025Q2: 3,567 shares; 2025Q3: 3,547 shares; 2025Q4: 2,947 shares; 2026Q1: 2,946 shares; 2026Q2: 3,223 shares 3,223 $745K 0.01% +277 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,730 shares; 2024Q4: 3,525 shares; 2025Q1: 3,492 shares; 2025Q2: 3,294 shares; 2025Q3: 3,597 shares; 2025Q4: 3,783 shares; 2026Q1: 3,780 shares; 2026Q2: 3,766 shares 3,766 $742K 0.01% -14 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,755 shares; 2024Q4: 13,867 shares; 2025Q1: 14,486 shares; 2025Q2: 13,398 shares; 2025Q3: 13,798 shares; 2025Q4: 14,358 shares; 2026Q1: 14,703 shares; 2026Q2: 14,527 shares 14,527 $725K 0.01% -176 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,212 shares; 2024Q4: 8,212 shares; 2025Q1: 8,212 shares; 2025Q2: 8,212 shares; 2025Q3: 8,212 shares; 2025Q4: 7,212 shares; 2026Q1: 7,212 shares; 2026Q2: 7,212 shares 7,212 $724K 0.01% 0 Timeline UPGD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,443 shares; 2024Q4: 8,362 shares; 2025Q1: 8,638 shares; 2025Q2: 8,866 shares; 2025Q3: 8,899 shares; 2025Q4: 8,637 shares; 2026Q1: 8,626 shares; 2026Q2: 8,602 shares 8,602 $721K 0.01% -24 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,875 shares; 2024Q4: 8,534 shares; 2025Q1: 8,596 shares; 2025Q2: 7,899 shares; 2025Q3: 7,724 shares; 2025Q4: 7,675 shares; 2026Q1: 7,726 shares; 2026Q2: 7,499 shares 7,499 $707K 0.01% -227 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,370 shares; 2024Q4: 5,979 shares; 2025Q1: 5,909 shares; 2025Q2: 5,912 shares; 2025Q3: 6,391 shares; 2025Q4: 4,116 shares; 2026Q1: 4,858 shares; 2026Q2: 4,888 shares 4,888 $705K 0.01% +30 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,815 shares; 2025Q2: 15,854 shares; 2025Q3: 37,639 shares; 2025Q4: 53,124 shares; 2026Q1: 53,085 shares; 2026Q2: 53,085 shares 53,085 $703K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,806 shares; 2024Q4: 19,830 shares; 2025Q1: 19,785 shares; 2025Q2: 20,041 shares; 2025Q3: 20,388 shares; 2025Q4: 20,513 shares; 2026Q1: 19,041 shares; 2026Q2: 21,953 shares 21,953 $700K 0.01% +2,912 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,154 shares; 2024Q4: 11,335 shares; 2025Q1: 11,520 shares; 2025Q2: 12,209 shares; 2025Q3: 12,293 shares; 2025Q4: 12,993 shares; 2026Q1: 13,269 shares; 2026Q2: 13,450 shares 13,450 $699K 0.01% +181 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,074 shares; 2024Q4: 10,804 shares; 2025Q1: 10,823 shares; 2025Q2: 10,842 shares; 2025Q3: 10,801 shares; 2025Q4: 11,839 shares; 2026Q1: 11,753 shares; 2026Q2: 11,720 shares 11,720 $695K 0.01% -33 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,299 shares; 2024Q4: 2,341 shares; 2025Q1: 2,613 shares; 2025Q2: 3,109 shares; 2025Q3: 3,438 shares; 2025Q4: 4,362 shares; 2026Q1: 4,557 shares; 2026Q2: 4,494 shares 4,494 $694K 0.01% -63 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,946 shares; 2025Q4: 6,888 shares; 2026Q1: 7,131 shares; 2026Q2: 6,814 shares 6,814 $692K 0.01% -317 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,896 shares; 2024Q4: 16,361 shares; 2025Q1: 16,842 shares; 2025Q2: 13,218 shares; 2025Q3: 11,852 shares; 2025Q4: 10,859 shares; 2026Q1: 9,417 shares; 2026Q2: 8,879 shares 8,879 $691K 0.01% -538 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,097 shares; 2024Q4: 10,090 shares; 2025Q1: 9,627 shares; 2025Q2: 9,502 shares; 2025Q3: 9,197 shares; 2025Q4: 8,903 shares; 2026Q1: 8,840 shares; 2026Q2: 8,403 shares 8,403 $689K 0.01% -437 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,533 shares; 2024Q4: 13,554 shares; 2025Q1: 12,457 shares; 2025Q2: 12,251 shares; 2025Q3: 12,204 shares; 2025Q4: 12,702 shares; 2026Q1: 13,720 shares; 2026Q2: 13,543 shares 13,543 $685K 0.01% -177 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,048 shares; 2025Q3: 8,929 shares; 2025Q4: 10,323 shares; 2026Q1: 11,276 shares; 2026Q2: 15,932 shares 15,932 $683K 0.01% +4,656 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,661 shares; 2024Q4: 48,161 shares; 2025Q1: 48,161 shares; 2025Q2: 40,461 shares; 2025Q3: 41,117 shares; 2025Q4: 42,083 shares; 2026Q1: 43,242 shares; 2026Q2: 42,782 shares 42,782 $680K 0.01% -460 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,568 shares; 2024Q4: 24,328 shares; 2025Q1: 19,527 shares; 2025Q2: 19,527 shares; 2025Q3: 19,492 shares; 2025Q4: 17,076 shares; 2026Q1: 17,076 shares; 2026Q2: 17,076 shares 17,076 $680K 0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,751 shares; 2024Q4: 16,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,518 shares; 2025Q4: 28,373 shares; 2026Q1: 29,147 shares; 2026Q2: 28,226 shares 28,226 $679K 0.01% -921 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,441 shares; 2026Q1: 9,412 shares; 2026Q2: 9,412 shares 9,412 $678K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,065 shares; 2024Q4: 7,695 shares; 2025Q1: 7,802 shares; 2025Q2: 7,150 shares; 2025Q3: 7,047 shares; 2025Q4: 6,837 shares; 2026Q1: 6,108 shares; 2026Q2: 6,268 shares 6,268 $670K 0.01% +160 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,893 shares; 2024Q4: 6,893 shares; 2025Q1: 6,489 shares; 2025Q2: 6,489 shares; 2025Q3: 6,489 shares; 2025Q4: 6,489 shares; 2026Q1: 6,734 shares; 2026Q2: 6,734 shares 6,734 $669K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,060 shares; 2024Q4: 2,050 shares; 2025Q1: 2,061 shares; 2025Q2: 1,832 shares; 2025Q3: 1,883 shares; 2025Q4: 1,865 shares; 2026Q1: 2,041 shares; 2026Q2: 2,042 shares 2,042 $669K 0.01% +1 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,028 shares; 2024Q4: 11,733 shares; 2025Q1: 11,765 shares; 2025Q2: 13,067 shares; 2025Q3: 13,067 shares; 2025Q4: 14,067 shares; 2026Q1: 16,868 shares; 2026Q2: 17,068 shares 17,068 $663K 0.01% +200 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,039 shares; 2024Q4: 2,039 shares; 2025Q1: 1,889 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,885 shares; 2026Q2: 1,885 shares 1,885 $656K 0.01% 0 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; 2024Q3: 107,157 shares; 2024Q4: 104,742 shares; 2025Q1: 104,217 shares; 2025Q2: 11,550 shares; 2025Q3: 9,637 shares; 2025Q4: 8,886 shares; 2026Q1: 7,627 shares; 2026Q2: 7,499 shares 7,499 $656K 0.01% -128 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,679 shares; 2024Q4: 6,713 shares; 2025Q1: 7,178 shares; 2025Q2: 8,179 shares; 2025Q3: 9,342 shares; 2025Q4: 5,645 shares; 2026Q1: 6,791 shares; 2026Q2: 6,846 shares 6,846 $651K 0.01% +55 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,487 shares; 2024Q4: 7,487 shares; 2025Q1: 7,487 shares; 2025Q2: 7,487 shares; 2025Q3: 6,987 shares; 2025Q4: 5,410 shares; 2026Q1: 6,624 shares; 2026Q2: 6,425 shares 6,425 $651K 0.01% -199 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 21,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $650K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347 shares; 2024Q4: 347 shares; 2025Q1: 357 shares; 2025Q2: 3,566 shares; 2025Q3: 3,518 shares; 2025Q4: 3,475 shares; 2026Q1: 3,494 shares; 2026Q2: 3,519 shares 3,519 $650K 0.01% +25 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472 shares; 2024Q4: 471 shares; 2025Q1: 490 shares; 2025Q2: 515 shares; 2025Q3: 558 shares; 2025Q4: 491 shares; 2026Q1: 558 shares; 2026Q2: 558 shares 558 $648K 0.01% 0 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,078 shares; 2024Q4: 25,091 shares; 2025Q1: 24,824 shares; 2025Q2: 25,762 shares; 2025Q3: 25,896 shares; 2025Q4: 27,089 shares; 2026Q1: 27,978 shares; 2026Q2: 34,302 shares 34,302 $648K 0.01% +6,324 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,017 shares; 2026Q2: 4,005 shares 4,005 $647K 0.01% -12 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,243 shares; 2024Q4: 12,016 shares; 2025Q1: 12,016 shares; 2025Q2: 12,014 shares; 2025Q3: 11,976 shares; 2025Q4: 14,334 shares; 2026Q1: 14,596 shares; 2026Q2: 14,316 shares 14,316 $636K 0.01% -280 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,972 shares; 2024Q4: 4,028 shares; 2025Q1: 4,036 shares; 2025Q2: 3,980 shares; 2025Q3: 4,016 shares; 2025Q4: 4,025 shares; 2026Q1: 4,033 shares; 2026Q2: 4,042 shares 4,042 $635K 0.01% +9 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,443 shares; 2024Q4: 3,915 shares; 2025Q1: 3,775 shares; 2025Q2: 3,794 shares; 2025Q3: 3,794 shares; 2025Q4: 3,784 shares; 2026Q1: 3,570 shares; 2026Q2: 3,541 shares 3,541 $630K 0.01% -29 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,896 shares; 2024Q4: 7,710 shares; 2025Q1: 7,867 shares; 2025Q2: 6,504 shares; 2025Q3: 6,604 shares; 2025Q4: 7,214 shares; 2026Q1: 7,772 shares; 2026Q2: 7,983 shares 7,983 $628K 0.01% +211 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,069 shares; 2024Q4: 3,069 shares; 2025Q1: 3,069 shares; 2025Q2: 3,121 shares; 2025Q3: 3,392 shares; 2025Q4: 3,454 shares; 2026Q1: 3,907 shares; 2026Q2: 3,901 shares 3,901 $626K 0.01% -6 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,839 shares; 2024Q4: 9,063 shares; 2025Q1: 9,334 shares; 2025Q2: 5,345 shares; 2025Q3: 5,316 shares; 2025Q4: 5,114 shares; 2026Q1: 4,604 shares; 2026Q2: 4,556 shares 4,556 $620K 0.01% -48 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,142 shares; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,667 shares; 2025Q4: 2,662 shares; 2026Q1: 2,625 shares; 2026Q2: 2,773 shares 2,773 $615K 0.01% +148 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,124 shares; 2024Q4: 3,225 shares; 2025Q1: 3,101 shares; 2025Q2: 3,142 shares; 2025Q3: 3,028 shares; 2025Q4: 3,073 shares; 2026Q1: 2,952 shares; 2026Q2: 3,038 shares 3,038 $612K 0.01% +86 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,703 shares; 2024Q4: 9,228 shares; 2025Q1: 15,080 shares; 2025Q2: 16,188 shares; 2025Q3: 18,914 shares; 2025Q4: 17,002 shares; 2026Q1: 16,818 shares; 2026Q2: 16,641 shares 16,641 $611K 0.01% -177 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,809 shares; 2025Q4: 2,878 shares; 2026Q1: 3,028 shares; 2026Q2: 2,709 shares 2,709 $609K 0.01% -319 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,979 shares; 2025Q1: 13,918 shares; 2025Q2: 11,597 shares; 2025Q3: 9,018 shares; 2025Q4: 8,477 shares; 2026Q1: 8,303 shares; 2026Q2: 8,384 shares 8,384 $604K 0.01% +81 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,093 shares; 2025Q4: 3,861 shares; 2026Q1: 4,935 shares; 2026Q2: 6,806 shares 6,806 $604K 0.01% +1,871 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,057 shares; 2024Q4: 6,260 shares; 2025Q1: 16,069 shares; 2025Q2: 7,769 shares; 2025Q3: 8,370 shares; 2025Q4: 9,266 shares; 2026Q1: 9,115 shares; 2026Q2: 7,569 shares 7,569 $600K 0.01% -1,546 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,480 shares; 2024Q4: 5,037 shares; 2025Q1: 8,921 shares; 2025Q2: 5,690 shares; 2025Q3: 5,871 shares; 2025Q4: 6,022 shares; 2026Q1: 6,336 shares; 2026Q2: 6,437 shares 6,437 $600K 0.01% +101 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,530 shares; 2024Q4: 20,776 shares; 2025Q1: 21,311 shares; 2025Q2: 22,118 shares; 2025Q3: 23,518 shares; 2025Q4: 24,646 shares; 2026Q1: 26,654 shares; 2026Q2: 25,965 shares 25,965 $589K 0.01% -689 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,865 shares; 2024Q4: 1,831 shares; 2025Q1: 1,825 shares; 2025Q2: 1,826 shares; 2025Q3: 1,768 shares; 2025Q4: 7,970 shares; 2026Q1: 4,849 shares; 2026Q2: 5,015 shares 5,015 $588K 0.01% +166 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,473 shares; 2024Q4: 6,856 shares; 2025Q1: 7,107 shares; 2025Q2: 7,398 shares; 2025Q3: 7,467 shares; 2025Q4: 6,953 shares; 2026Q1: 6,718 shares; 2026Q2: 7,237 shares 7,237 $581K 0.01% +519 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,255 shares; 2026Q2: 21,255 shares 21,255 $580K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,137 shares; 2024Q4: 1,173 shares; 2025Q1: 1,168 shares; 2025Q2: 1,142 shares; 2025Q3: 1,173 shares; 2025Q4: 1,528 shares; 2026Q1: 1,724 shares; 2026Q2: 2,306 shares 2,306 $579K 0.01% +582 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,379 shares; 2024Q4: 23,379 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,225 shares; 2026Q2: 22,225 shares 22,225 $578K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,486 shares; 2025Q1: 1,678 shares; 2025Q2: 1,299 shares; 2025Q3: 1,164 shares; 2025Q4: 998 shares; 2026Q1: 1,237 shares; 2026Q2: 1,376 shares 1,376 $575K 0.01% +139 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 661 shares; 2024Q4: 660 shares; 2025Q1: 661 shares; 2025Q2: 904 shares; 2025Q3: 894 shares; 2025Q4: 873 shares; 2026Q1: 885 shares; 2026Q2: 818 shares 818 $574K 0.01% -67 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,137 shares; 2024Q4: 8,194 shares; 2025Q1: 9,126 shares; 2025Q2: 11,602 shares; 2025Q3: 12,684 shares; 2025Q4: 13,160 shares; 2026Q1: 13,961 shares; 2026Q2: 13,171 shares 13,171 $572K 0.01% -790 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,013 shares; 2026Q2: 9,141 shares 9,141 $570K 0.01% -1,872 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,914 shares; 2024Q4: 21,945 shares; 2025Q1: 21,968 shares; 2025Q2: 17,353 shares; 2025Q3: 17,974 shares; 2025Q4: 17,388 shares; 2026Q1: 17,370 shares; 2026Q2: 15,067 shares 15,067 $568K 0.01% -2,303 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,800 shares; 2026Q2: 8,000 shares 8,000 $567K 0.01% +1,200 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,676 shares; 2024Q4: 5,455 shares; 2025Q1: 5,483 shares; 2025Q2: 5,502 shares; 2025Q3: 5,557 shares; 2025Q4: 6,057 shares; 2026Q1: 4,948 shares; 2026Q2: 5,145 shares 5,145 $557K 0.01% +197 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,316 shares; 2024Q4: 17,978 shares; 2025Q1: 18,896 shares; 2025Q2: 18,895 shares; 2025Q3: 18,379 shares; 2025Q4: 16,390 shares; 2026Q1: 16,634 shares; 2026Q2: 29,544 shares 29,544 $552K 0.01% +12,910 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,168 shares; 2024Q4: 22,191 shares; 2025Q1: 22,203 shares; 2025Q2: 22,187 shares; 2025Q3: 24,226 shares; 2025Q4: 24,252 shares; 2026Q1: 29,399 shares; 2026Q2: 24,314 shares 24,314 $547K 0.01% -5,085 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,017 shares; 2025Q4: 2,656 shares; 2026Q1: 2,640 shares; 2026Q2: 2,579 shares 2,579 $545K 0.01% -61 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; 2024Q3: 33,293 shares; 2024Q4: 33,346 shares; 2025Q1: 28,221 shares; 2025Q2: 29,071 shares; 2025Q3: 29,124 shares; 2025Q4: 29,164 shares; 2026Q1: 29,279 shares; 2026Q2: 28,192 shares 28,192 $542K 0.01% -1,087 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,614 shares; 2024Q4: 2,552 shares; 2025Q1: 2,625 shares; 2025Q2: 2,612 shares; 2025Q3: 2,637 shares; 2025Q4: 2,616 shares; 2026Q1: 2,627 shares; 2026Q2: 2,983 shares 2,983 $536K 0.01% +356 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: 2,257 shares; 2025Q1: 1,717 shares; 2025Q2: 1,713 shares; 2025Q3: 1,775 shares; 2025Q4: 1,690 shares; 2026Q1: 6,341 shares; 2026Q2: 6,484 shares 6,484 $535K 0.01% +143 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,211 shares; 2025Q4: 5,888 shares; 2026Q1: 5,822 shares; 2026Q2: 5,822 shares 5,822 $534K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,348 shares; 2026Q1: 14,158 shares; 2026Q2: 14,622 shares 14,622 $523K 0.01% +464 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,920 shares; 2024Q4: 3,066 shares; 2025Q1: 2,891 shares; 2025Q2: 3,141 shares; 2025Q3: 1,098 shares; 2025Q4: 2,653 shares; 2026Q1: 2,429 shares; 2026Q2: 2,612 shares 2,612 $521K 0.01% +183 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,483 shares; 2024Q4: 32,488 shares; 2025Q1: 34,421 shares; 2025Q2: 35,608 shares; 2025Q3: 35,772 shares; 2025Q4: 36,313 shares; 2026Q1: 33,813 shares; 2026Q2: 36,871 shares 36,871 $521K 0.01% +3,058 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,044 shares; 2024Q4: 2,889 shares; 2025Q1: 2,813 shares; 2025Q2: 2,655 shares; 2025Q3: 2,735 shares; 2025Q4: 2,948 shares; 2026Q1: 3,192 shares; 2026Q2: 3,036 shares 3,036 $518K 0.01% -156 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,313 shares; 2024Q4: 4,126 shares; 2025Q1: 4,141 shares; 2025Q2: 4,201 shares; 2025Q3: 4,244 shares; 2025Q4: 4,278 shares; 2026Q1: 4,548 shares; 2026Q2: 4,659 shares 4,659 $518K 0.01% +111 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,652 shares; 2024Q4: 26,828 shares; 2025Q1: 25,945 shares; 2025Q2: 26,129 shares; 2025Q3: 25,513 shares; 2025Q4: 24,629 shares; 2026Q1: 23,593 shares; 2026Q2: 22,965 shares 22,965 $515K 0.01% -628 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 431 shares; 2025Q1: 451 shares; 2025Q2: 470 shares; 2025Q3: 469 shares; 2025Q4: not reported; 2026Q1: 620 shares; 2026Q2: 840 shares 840 $512K 0.01% +220 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,548 shares; 2024Q4: 9,554 shares; 2025Q1: 9,564 shares; 2025Q2: 9,613 shares; 2025Q3: 9,677 shares; 2025Q4: 9,793 shares; 2026Q1: 9,928 shares; 2026Q2: 11,906 shares 11,906 $511K 0.01% +1,978 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 433 shares; 2025Q1: 419 shares; 2025Q2: 6,351 shares; 2025Q3: 6,396 shares; 2025Q4: 5,451 shares; 2026Q1: 5,878 shares; 2026Q2: 5,424 shares 5,424 $507K 0.01% -454 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,450 shares; 2025Q3: 2,656 shares; 2025Q4: 2,931 shares; 2026Q1: 3,190 shares; 2026Q2: 3,267 shares 3,267 $502K 0.01% +77 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 858 shares; 2024Q4: 942 shares; 2025Q1: 863 shares; 2025Q2: 874 shares; 2025Q3: 873 shares; 2025Q4: 854 shares; 2026Q1: 868 shares; 2026Q2: 892 shares 892 $500K 0.01% +24 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,559 shares; 2024Q4: 8,954 shares; 2025Q1: 9,681 shares; 2025Q2: 10,794 shares; 2025Q3: 11,151 shares; 2025Q4: 11,610 shares; 2026Q1: 9,125 shares; 2026Q2: 10,430 shares 10,430 $498K 0.01% +1,305 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,189 shares; 2024Q4: 2,280 shares; 2025Q1: 2,482 shares; 2025Q2: 2,489 shares; 2025Q3: 2,452 shares; 2025Q4: 2,477 shares; 2026Q1: 2,420 shares; 2026Q2: 2,437 shares 2,437 $481K 0.01% +17 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,147 shares; 2024Q4: 1,684 shares; 2025Q1: 1,541 shares; 2025Q2: 1,513 shares; 2025Q3: 1,510 shares; 2025Q4: 1,567 shares; 2026Q1: 1,567 shares; 2026Q2: 1,544 shares 1,544 $479K 0.01% -23 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,279 shares; 2024Q4: 19,279 shares; 2025Q1: 20,282 shares; 2025Q2: 27,216 shares; 2025Q3: 30,582 shares; 2025Q4: 29,669 shares; 2026Q1: 36,759 shares; 2026Q2: 29,754 shares 29,754 $475K 0.01% -7,005 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,811 shares; 2024Q4: 1,640 shares; 2025Q1: 1,664 shares; 2025Q2: 1,669 shares; 2025Q3: 1,666 shares; 2025Q4: 1,467 shares; 2026Q1: 1,492 shares; 2026Q2: 1,559 shares 1,559 $473K 0.01% +67 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 1,714 shares; 2025Q4: not reported; 2026Q1: 1,850 shares; 2026Q2: 1,667 shares 1,667 $472K 0.01% -183 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,199 shares; 2025Q1: 10,560 shares; 2025Q2: 9,549 shares; 2025Q3: 9,516 shares; 2025Q4: 9,597 shares; 2026Q1: 11,107 shares; 2026Q2: 11,424 shares 11,424 $471K 0.01% +317 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,210 shares; 2025Q3: 11,677 shares; 2025Q4: 9,072 shares; 2026Q1: 7,425 shares; 2026Q2: 8,371 shares 8,371 $469K 0.01% +946 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 824 shares; 2026Q2: 904 shares 904 $469K 0.01% +80 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,796 shares; 2024Q4: 4,796 shares; 2025Q1: 5,289 shares; 2025Q2: 4,462 shares; 2025Q3: 4,221 shares; 2025Q4: 4,234 shares; 2026Q1: 4,234 shares; 2026Q2: 4,234 shares 4,234 $469K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,184 shares; 2024Q4: 3,664 shares; 2025Q1: 3,253 shares; 2025Q2: 2,118 shares; 2025Q3: 1,788 shares; 2025Q4: 1,813 shares; 2026Q1: 1,821 shares; 2026Q2: 1,864 shares 1,864 $466K 0.01% +43 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,137 shares; 2024Q4: 2,211 shares; 2025Q1: 2,292 shares; 2025Q2: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,475 shares; 2026Q1: 2,720 shares; 2026Q2: 3,271 shares 3,271 $465K 0.01% +551 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: 1,583 shares; 2025Q1: 1,582 shares; 2025Q2: 1,539 shares; 2025Q3: 1,618 shares; 2025Q4: 1,703 shares; 2026Q1: 1,760 shares; 2026Q2: 1,732 shares 1,732 $458K 0.01% -28 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,716 shares; 2026Q1: 5,217 shares; 2026Q2: 5,344 shares 5,344 $453K 0.01% +127 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,600 shares; 2024Q4: 4,655 shares; 2025Q1: 4,696 shares; 2025Q2: 4,713 shares; 2025Q3: 4,831 shares; 2025Q4: 5,060 shares; 2026Q1: 5,113 shares; 2026Q2: 5,057 shares 5,057 $447K 0.01% -56 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531 shares; 2024Q4: 563 shares; 2025Q1: 594 shares; 2025Q2: 690 shares; 2025Q3: 664 shares; 2025Q4: 835 shares; 2026Q1: 882 shares; 2026Q2: 916 shares 916 $444K 0.01% +34 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,343 shares; 2025Q3: 12,354 shares; 2025Q4: 10,598 shares; 2026Q1: 10,343 shares; 2026Q2: 8,343 shares 8,343 $444K 0.01% -2,000 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,336 shares; 2024Q4: 6,379 shares; 2025Q1: 7,217 shares; 2025Q2: 6,195 shares; 2025Q3: 6,085 shares; 2025Q4: 5,767 shares; 2026Q1: 5,853 shares; 2026Q2: 6,292 shares 6,292 $442K 0.01% +439 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; 2024Q3: 10,979 shares; 2024Q4: 9,761 shares; 2025Q1: 10,880 shares; 2025Q2: 8,699 shares; 2025Q3: 8,088 shares; 2025Q4: 7,947 shares; 2026Q1: 7,990 shares; 2026Q2: 8,210 shares 8,210 $442K 0.01% +220 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,369 shares; 2026Q1: 1,407 shares; 2026Q2: 1,909 shares 1,909 $441K 0.01% +502 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,991 shares; 2026Q1: 8,830 shares; 2026Q2: 11,428 shares 11,428 $440K 0.01% +2,598 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 3,991 shares; 2025Q1: 3,965 shares; 2025Q2: 8,464 shares; 2025Q3: 8,434 shares; 2025Q4: 8,483 shares; 2026Q1: 8,828 shares; 2026Q2: 8,790 shares 8,790 $439K 0.01% -38 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691 shares; 2024Q4: 807 shares; 2025Q1: 847 shares; 2025Q2: 940 shares; 2025Q3: 1,138 shares; 2025Q4: 1,148 shares; 2026Q1: 1,177 shares; 2026Q2: 1,291 shares 1,291 $435K 0.01% +114 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,495 shares; 2025Q1: 14,133 shares; 2025Q2: 17,974 shares; 2025Q3: 15,678 shares; 2025Q4: 13,212 shares; 2026Q1: 15,309 shares; 2026Q2: 14,344 shares 14,344 $435K 0.01% -965 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,190 shares; 2024Q4: 6,179 shares; 2025Q1: 6,216 shares; 2025Q2: 6,069 shares; 2025Q3: 6,079 shares; 2025Q4: 6,109 shares; 2026Q1: 5,817 shares; 2026Q2: 5,905 shares 5,905 $435K 0.01% +88 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,938 shares; 2026Q2: 5,138 shares 5,138 $434K 0.01% +200 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,730 shares; 2026Q2: 1,726 shares 1,726 $434K 0.01% -4 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,964 shares; 2024Q4: 3,263 shares; 2025Q1: 3,270 shares; 2025Q2: 2,462 shares; 2025Q3: 2,537 shares; 2025Q4: 2,672 shares; 2026Q1: 2,891 shares; 2026Q2: 2,725 shares 2,725 $433K 0.01% -166 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,481 shares; 2026Q1: 7,857 shares; 2026Q2: 14,404 shares 14,404 $430K 0.01% +6,547 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,817 shares; 2025Q2: 1,858 shares; 2025Q3: 1,839 shares; 2025Q4: 1,734 shares; 2026Q1: 1,747 shares; 2026Q2: 1,796 shares 1,796 $430K 0.01% +49 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; 2024Q3: 5,174 shares; 2024Q4: 4,381 shares; 2025Q1: 4,223 shares; 2025Q2: 3,715 shares; 2025Q3: 3,892 shares; 2025Q4: 3,929 shares; 2026Q1: 3,550 shares; 2026Q2: 3,342 shares 3,342 $430K 0.01% -208 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,655 shares; 2024Q4: 2,715 shares; 2025Q1: 2,641 shares; 2025Q2: 2,691 shares; 2025Q3: 2,602 shares; 2025Q4: 2,568 shares; 2026Q1: 2,537 shares; 2026Q2: 1,779 shares 1,779 $427K 0.01% -758 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,679 shares; 2024Q4: 8,472 shares; 2025Q1: 8,284 shares; 2025Q2: 7,893 shares; 2025Q3: 7,784 shares; 2025Q4: 7,576 shares; 2026Q1: 7,836 shares; 2026Q2: 6,748 shares 6,748 $426K 0.01% -1,088 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,182 shares; 2024Q4: 49,944 shares; 2025Q1: 35,958 shares; 2025Q2: 35,958 shares; 2025Q3: 34,361 shares; 2025Q4: 23,690 shares; 2026Q1: 23,690 shares; 2026Q2: 23,690 shares 23,690 $426K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,311 shares; 2024Q4: 2,382 shares; 2025Q1: 2,636 shares; 2025Q2: 2,555 shares; 2025Q3: 2,535 shares; 2025Q4: 3,133 shares; 2026Q1: 15,060 shares; 2026Q2: 14,830 shares 14,830 $425K 0.01% -230 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,487 shares; 2026Q2: 8,811 shares 8,811 $423K 0.01% +324 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,592 shares; 2024Q4: 46,446 shares; 2025Q1: 39,495 shares; 2025Q2: 19,269 shares; 2025Q3: 19,687 shares; 2025Q4: 17,201 shares; 2026Q1: 19,341 shares; 2026Q2: 17,331 shares 17,331 $420K 0.01% -2,010 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,812 shares; 2024Q4: 34,812 shares; 2025Q1: 26,147 shares; 2025Q2: 26,047 shares; 2025Q3: 26,047 shares; 2025Q4: 26,747 shares; 2026Q1: 27,847 shares; 2026Q2: 28,018 shares 28,018 $419K 0.01% +171 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,864 shares; 2024Q4: 9,834 shares; 2025Q1: 12,615 shares; 2025Q2: 9,837 shares; 2025Q3: 12,074 shares; 2025Q4: 12,174 shares; 2026Q1: 9,353 shares; 2026Q2: 7,884 shares 7,884 $417K 0.01% -1,469 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,422 shares; 2024Q4: 7,430 shares; 2025Q1: 7,402 shares; 2025Q2: 2,730 shares; 2025Q3: 2,874 shares; 2025Q4: 2,888 shares; 2026Q1: 2,969 shares; 2026Q2: 2,888 shares 2,888 $415K 0.01% -81 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,330 shares; 2025Q4: 1,301 shares; 2026Q1: 1,423 shares; 2026Q2: 1,285 shares 1,285 $409K 0.01% -138 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 574 shares; 2024Q4: 568 shares; 2025Q1: 554 shares; 2025Q2: 551 shares; 2025Q3: 537 shares; 2025Q4: 494 shares; 2026Q1: 531 shares; 2026Q2: 495 shares 495 $407K 0.01% -36 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,595 shares; 2024Q4: 2,664 shares; 2025Q1: 2,613 shares; 2025Q2: 2,632 shares; 2025Q3: 2,644 shares; 2025Q4: 2,637 shares; 2026Q1: 2,670 shares; 2026Q2: 2,651 shares 2,651 $404K 0.01% -19 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,894 shares; 2024Q4: 8,032 shares; 2025Q1: 8,286 shares; 2025Q2: 8,507 shares; 2025Q3: 7,571 shares; 2025Q4: 7,773 shares; 2026Q1: 8,302 shares; 2026Q2: 8,430 shares 8,430 $402K 0.01% +128 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,030 shares; 2024Q4: 7,030 shares; 2025Q1: 7,430 shares; 2025Q2: 7,430 shares; 2025Q3: 7,430 shares; 2025Q4: 7,130 shares; 2026Q1: 7,130 shares; 2026Q2: 7,130 shares 7,130 $401K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,401 shares; 2026Q1: 6,004 shares; 2026Q2: 6,191 shares 6,191 $399K 0.01% +187 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; 2024Q3: not reported; 2024Q4: 4,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,333 shares; 2025Q4: 4,145 shares; 2026Q1: 4,402 shares; 2026Q2: 4,453 shares 4,453 $397K 0.01% +51 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; 2024Q3: 15,409 shares; 2024Q4: 15,489 shares; 2025Q1: 15,105 shares; 2025Q2: 15,322 shares; 2025Q3: 14,968 shares; 2025Q4: 14,636 shares; 2026Q1: 13,746 shares; 2026Q2: 11,479 shares 11,479 $396K 0.01% -2,267 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 746 shares 746 $396K 0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,338 shares; 2024Q4: 25,410 shares; 2025Q1: 25,410 shares; 2025Q2: 25,410 shares; 2025Q3: 25,410 shares; 2025Q4: 22,251 shares; 2026Q1: 15,288 shares; 2026Q2: 12,273 shares 12,273 $394K 0.01% -3,015 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,130 shares; 2024Q4: 11,130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,615 shares; 2026Q1: 10,615 shares; 2026Q2: 10,615 shares 10,615 $393K 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,742 shares; 2025Q3: 5,726 shares; 2025Q4: 5,767 shares; 2026Q1: 5,986 shares; 2026Q2: 3,223 shares 3,223 $393K 0.01% -2,763 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,304 shares; 2024Q4: 1,255 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,084 shares; 2026Q1: 897 shares; 2026Q2: 897 shares 897 $393K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,520 shares; 2024Q4: 2,732 shares; 2025Q1: 2,705 shares; 2025Q2: 2,622 shares; 2025Q3: not reported; 2025Q4: 2,684 shares; 2026Q1: 3,451 shares; 2026Q2: 3,403 shares 3,403 $391K 0.01% -48 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 768 shares; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 1,021 shares; 2025Q4: 1,022 shares; 2026Q1: 1,023 shares; 2026Q2: 1,024 shares 1,024 $390K 0.01% +1 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,008 shares; 2025Q4: not reported; 2026Q1: 4,475 shares; 2026Q2: 9,038 shares 9,038 $389K 0.01% +4,563 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 840 shares; 2025Q1: 841 shares; 2025Q2: 849 shares; 2025Q3: 937 shares; 2025Q4: 981 shares; 2026Q1: 966 shares; 2026Q2: 967 shares 967 $388K 0.01% +1 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,531 shares; 2024Q4: 292,046 shares; 2025Q1: 273,739 shares; 2025Q2: 246,967 shares; 2025Q3: 228,176 shares; 2025Q4: 203,391 shares; 2026Q1: 10,269 shares; 2026Q2: 8,602 shares 8,602 $387K 0.01% -1,667 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,209 shares; 2024Q4: 1,321 shares; 2025Q1: 1,148 shares; 2025Q2: 1,211 shares; 2025Q3: 1,326 shares; 2025Q4: 1,362 shares; 2026Q1: 1,408 shares; 2026Q2: 1,353 shares 1,353 $386K 0.01% -55 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 857 shares; 2025Q2: 1,190 shares; 2025Q3: 1,241 shares; 2025Q4: 1,411 shares; 2026Q1: 1,441 shares; 2026Q2: 1,444 shares 1,444 $382K 0.01% +3 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,979 shares; 2025Q2: 2,597 shares; 2025Q3: 2,077 shares; 2025Q4: 1,842 shares; 2026Q1: 1,703 shares; 2026Q2: 1,601 shares 1,601 $378K 0.01% -102 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,210 shares; 2025Q1: 1,245 shares; 2025Q2: 1,287 shares; 2025Q3: 1,265 shares; 2025Q4: 1,211 shares; 2026Q1: 1,268 shares; 2026Q2: 1,272 shares 1,272 $377K 0.01% +4 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,109 shares; 2024Q4: 3,904 shares; 2025Q1: 3,800 shares; 2025Q2: 3,833 shares; 2025Q3: 3,805 shares; 2025Q4: not reported; 2026Q1: 3,998 shares; 2026Q2: 4,040 shares 4,040 $377K 0.01% +42 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,107 shares; 2026Q2: 7,081 shares 7,081 $377K 0.01% -26 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011 shares; 2024Q4: 1,020 shares; 2025Q1: 875 shares; 2025Q2: 1,116 shares; 2025Q3: 1,092 shares; 2025Q4: 1,123 shares; 2026Q1: 1,054 shares; 2026Q2: 1,113 shares 1,113 $375K 0.01% +59 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,471 shares; 2024Q4: 11,474 shares; 2025Q1: 11,433 shares; 2025Q2: 11,261 shares; 2025Q3: 11,162 shares; 2025Q4: 8,584 shares; 2026Q1: 7,890 shares; 2026Q2: 7,387 shares 7,387 $371K 0.01% -503 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,943 shares; 2024Q4: 3,944 shares; 2025Q1: 3,944 shares; 2025Q2: 3,834 shares; 2025Q3: 3,834 shares; 2025Q4: 3,806 shares; 2026Q1: 3,795 shares; 2026Q2: 3,795 shares 3,795 $370K 0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,536 shares; 2026Q2: 7,902 shares 7,902 $370K 0.01% +2,366 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242 shares; 2026Q2: 273 shares 273 $369K 0.01% +31 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,468 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,812 shares; 2025Q3: 2,919 shares; 2025Q4: 2,902 shares; 2026Q1: 3,037 shares; 2026Q2: 3,037 shares 3,037 $368K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 548 shares; 2025Q4: 527 shares; 2026Q1: 578 shares; 2026Q2: 527 shares 527 $360K 0.01% -51 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,536 shares; 2024Q4: 7,945 shares; 2025Q1: 8,091 shares; 2025Q2: 8,153 shares; 2025Q3: 8,292 shares; 2025Q4: 8,604 shares; 2026Q1: 11,829 shares; 2026Q2: 9,065 shares 9,065 $359K 0.01% -2,764 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,681 shares; 2025Q3: 12,681 shares; 2025Q4: 12,603 shares; 2026Q1: 12,603 shares; 2026Q2: 12,603 shares 12,603 $357K 0.01% 0 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,290 shares; 2026Q2: 16,018 shares 16,018 $355K 0.01% +5,728 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,915 shares; 2024Q4: 4,219 shares; 2025Q1: 3,440 shares; 2025Q2: 3,210 shares; 2025Q3: 2,450 shares; 2025Q4: 2,563 shares; 2026Q1: 2,249 shares; 2026Q2: 1,367 shares 1,367 $354K 0.01% -882 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,224 shares; 2024Q4: 20,304 shares; 2025Q1: 25,182 shares; 2025Q2: 20,766 shares; 2025Q3: 23,840 shares; 2025Q4: 22,561 shares; 2026Q1: 21,147 shares; 2026Q2: 20,102 shares 20,102 $354K 0.01% -1,045 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,845 shares; 2024Q4: 2,858 shares; 2025Q1: 2,728 shares; 2025Q2: 2,904 shares; 2025Q3: 2,934 shares; 2025Q4: 2,967 shares; 2026Q1: 3,024 shares; 2026Q2: 3,059 shares 3,059 $352K 0.01% +35 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,436 shares; 2024Q4: 1,783 shares; 2025Q1: 1,477 shares; 2025Q2: 1,561 shares; 2025Q3: 1,539 shares; 2025Q4: 2,003 shares; 2026Q1: 2,321 shares; 2026Q2: 2,091 shares 2,091 $351K 0.01% -230 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,087 shares; 2025Q3: 6,070 shares; 2025Q4: 8,347 shares; 2026Q1: 8,471 shares; 2026Q2: 8,934 shares 8,934 $351K 0.01% +463 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares; 2026Q2: 877 shares 877 $351K 0.01% +39 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 730 shares; 2026Q1: 1,007 shares; 2026Q2: 900 shares 900 $350K 0.01% -107 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 281 shares; 2025Q1: 246 shares; 2025Q2: 211 shares; 2025Q3: 174 shares; 2025Q4: 155 shares; 2026Q1: 122 shares; 2026Q2: 113 shares 113 $346K 0.01% -9 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,898 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,252 shares; 2026Q1: 1,286 shares; 2026Q2: 1,302 shares 1,302 $346K 0.01% +16 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,213 shares; 2024Q4: 1,200 shares; 2025Q1: 1,225 shares; 2025Q2: 1,263 shares; 2025Q3: 1,277 shares; 2025Q4: 1,139 shares; 2026Q1: 1,312 shares; 2026Q2: 1,275 shares 1,275 $345K 0.01% -37 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,803 shares 6,803 $344K 0.01% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,758 shares; 2026Q2: 4,758 shares 4,758 $344K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,250 shares; 2024Q4: 4,308 shares; 2025Q1: 3,839 shares; 2025Q2: 3,887 shares; 2025Q3: 4,185 shares; 2025Q4: 4,688 shares; 2026Q1: 4,971 shares; 2026Q2: 3,926 shares 3,926 $342K 0.01% -1,045 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,379 shares; 2025Q2: 7,074 shares; 2025Q3: 9,452 shares; 2025Q4: 9,868 shares; 2026Q1: 12,327 shares; 2026Q2: 10,997 shares 10,997 $342K 0.01% -1,330 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,482 shares; 2025Q4: 2,617 shares; 2026Q1: 2,674 shares; 2026Q2: 2,636 shares 2,636 $342K 0.01% -38 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,622 shares; 2024Q4: 25,884 shares; 2025Q1: 17,611 shares; 2025Q2: 18,390 shares; 2025Q3: 19,018 shares; 2025Q4: 17,507 shares; 2026Q1: 18,553 shares; 2026Q2: 16,769 shares 16,769 $341K 0.01% -1,784 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 627 shares; 2026Q1: 627 shares; 2026Q2: 946 shares 946 $339K 0.01% +319 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,009 shares; 2024Q4: 4,106 shares; 2025Q1: 3,206 shares; 2025Q2: 3,436 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares; 2026Q1: 2,922 shares; 2026Q2: 5,752 shares 5,752 $335K 0.01% +2,830 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,105 shares; 2024Q4: 2,326 shares; 2025Q1: 2,286 shares; 2025Q2: 1,369 shares; 2025Q3: 1,402 shares; 2025Q4: 1,179 shares; 2026Q1: 1,167 shares; 2026Q2: 1,170 shares 1,170 $335K 0.01% +3 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,135 shares; 2025Q4: 1,136 shares; 2026Q1: 1,446 shares; 2026Q2: 1,448 shares 1,448 $335K 0.01% +2 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,650 shares; 2026Q2: 11,650 shares 11,650 $334K 0.01% +1,000 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,725 shares; 2024Q4: 4,935 shares; 2025Q1: 4,835 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,181 shares; 2026Q1: 2,526 shares; 2026Q2: 2,726 shares 2,726 $333K 0.01% +200 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,442 shares; 2026Q1: 1,468 shares; 2026Q2: 1,537 shares 1,537 $332K 0.01% +69 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604 shares; 2024Q4: 626 shares; 2025Q1: 606 shares; 2025Q2: 639 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 700 shares; 2026Q2: 815 shares 815 $332K 0.01% +115 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,826 shares; 2026Q1: 3,241 shares; 2026Q2: 3,221 shares 3,221 $331K 0.01% -20 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,668 shares; 2024Q4: 6,595 shares; 2025Q1: 6,592 shares; 2025Q2: 6,591 shares; 2025Q3: 6,461 shares; 2025Q4: 6,181 shares; 2026Q1: 6,075 shares; 2026Q2: 5,755 shares 5,755 $330K 0.01% -320 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,032 shares; 2024Q4: 8,032 shares; 2025Q1: 8,032 shares; 2025Q2: 8,104 shares; 2025Q3: 7,936 shares; 2025Q4: 7,936 shares; 2026Q1: 7,311 shares; 2026Q2: 7,311 shares 7,311 $330K 0.01% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,082 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,298 shares 7,298 $326K 0.01% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,404 shares; 2024Q4: 2,284 shares; 2025Q1: 2,269 shares; 2025Q2: 2,267 shares; 2025Q3: 2,260 shares; 2025Q4: 2,231 shares; 2026Q1: 2,228 shares; 2026Q2: 2,224 shares 2,224 $324K 0.01% -4 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,517 shares; 2024Q4: 1,661 shares; 2025Q1: 1,574 shares; 2025Q2: 1,074 shares; 2025Q3: 1,249 shares; 2025Q4: 2,541 shares; 2026Q1: 2,616 shares; 2026Q2: 2,731 shares 2,731 $324K 0.01% +115 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares; 2026Q2: 5,800 shares 5,800 $324K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,930 shares; 2024Q4: 5,865 shares; 2025Q1: 5,434 shares; 2025Q2: 5,291 shares; 2025Q3: 5,330 shares; 2025Q4: 5,326 shares; 2026Q1: 4,391 shares; 2026Q2: 4,449 shares 4,449 $322K 0.01% +58 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,995 shares 1,995 $322K 0.01% new 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; 2024Q3: 1,237 shares; 2024Q4: 1,260 shares; 2025Q1: 1,236 shares; 2025Q2: 1,251 shares; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares; 2026Q1: 1,316 shares; 2026Q2: 1,595 shares 1,595 $319K 0.01% +279 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,157 shares 2,157 $318K 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,241 shares; 2025Q3: 8,180 shares; 2025Q4: 6,806 shares; 2026Q1: 6,222 shares; 2026Q2: 6,111 shares 6,111 $314K 0.01% -111 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,745 shares; 2026Q1: 13,031 shares; 2026Q2: 11,916 shares 11,916 $312K 0.01% -1,115 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,065 shares 1,065 $310K 0.01% new Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,592 shares; 2026Q2: 30,592 shares 30,592 $310K 0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363 shares; 2025Q4: 375 shares; 2026Q1: 394 shares; 2026Q2: 363 shares 363 $310K 0.01% -31 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 755 shares; 2024Q4: 698 shares; 2025Q1: 695 shares; 2025Q2: 712 shares; 2025Q3: 743 shares; 2025Q4: 794 shares; 2026Q1: 714 shares; 2026Q2: 788 shares 788 $308K 0.01% +74 Timeline