NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,282,891 shares; 2024Q4: 1,283,762 shares; 2025Q1: 1,750,975 shares; 2025Q2: 1,909,848 shares; 2025Q3: 1,903,188 shares; 2025Q4: 2,293,672 shares; 2026Q1: 2,299,680 shares; 2026Q2: 2,842,639 shares 2,842,639 $569M 10.45% +542,959 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: 700,784 shares; 2024Q4: 714,830 shares; 2025Q1: 793,984 shares; 2025Q2: 860,225 shares; 2025Q3: not reported; 2025Q4: 1,284,361 shares; 2026Q1: 1,342,807 shares; 2026Q2: 1,491,397 shares 1,491,397 $432M 7.92% +148,590 Timeline AIAI AIAI HOLDINGS CORP More: the full row for AIAI HOLDINGS 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: 11,274,407 shares 11,274,407 $157M 2.88% new 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: 299,311 shares; 2024Q4: 304,538 shares; 2025Q1: 305,293 shares; 2025Q2: 310,090 shares; 2025Q3: 323,983 shares; 2025Q4: 318,841 shares; 2026Q1: 360,285 shares; 2026Q2: 396,671 shares 396,671 $147M 2.7% +36,386 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: 105,321 shares; 2024Q4: 107,616 shares; 2025Q1: 138,900 shares; 2025Q2: 142,086 shares; 2025Q3: 177,820 shares; 2025Q4: 201,376 shares; 2026Q1: 253,048 shares; 2026Q2: 297,773 shares 297,773 $111M 2.04% +44,725 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,071,768 shares; 2024Q4: 971,276 shares; 2025Q1: 988,110 shares; 2025Q2: 1,032,791 shares; 2025Q3: not reported; 2025Q4: 1,081,856 shares; 2026Q1: 1,130,337 shares; 2026Q2: 1,205,715 shares 1,205,715 $110M 2.02% +75,378 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: 304,785 shares; 2024Q4: 309,898 shares; 2025Q1: 338,096 shares; 2025Q2: 346,618 shares; 2025Q3: not reported; 2025Q4: 390,689 shares; 2026Q1: 410,253 shares; 2026Q2: 445,033 shares 445,033 $106M 1.95% +34,780 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: 120,921 shares; 2024Q4: 130,790 shares; 2025Q1: 147,091 shares; 2025Q2: 151,970 shares; 2025Q3: 166,400 shares; 2025Q4: 170,217 shares; 2026Q1: 193,242 shares; 2026Q2: 213,889 shares 213,889 $76.4M 1.4% +20,647 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,102 shares; 2025Q2: 68,463 shares; 2025Q3: 161,579 shares; 2025Q4: 212,267 shares; 2026Q1: 335,841 shares; 2026Q2: 692,718 shares 692,718 $69.7M 1.28% +356,877 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373,617 shares; 2024Q4: 333,186 shares; 2025Q1: 339,584 shares; 2025Q2: 606,796 shares; 2025Q3: not reported; 2025Q4: 641,708 shares; 2026Q1: 681,333 shares; 2026Q2: 736,719 shares 736,719 $65.7M 1.21% +55,386 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 913,860 shares; 2024Q4: 1,016,093 shares; 2025Q1: 1,096,478 shares; 2025Q2: 1,149,360 shares; 2025Q3: 1,191,019 shares; 2025Q4: 1,236,027 shares; 2026Q1: 1,358,029 shares; 2026Q2: 1,421,650 shares 1,421,650 $64.7M 1.19% +63,621 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: 91,977 shares; 2024Q4: 90,849 shares; 2025Q1: 102,918 shares; 2025Q2: 98,936 shares; 2025Q3: 119,837 shares; 2025Q4: 123,702 shares; 2026Q1: 136,073 shares; 2026Q2: 154,216 shares 154,216 $58.3M 1.07% +18,143 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: 132,722 shares; 2024Q4: 141,533 shares; 2025Q1: 154,903 shares; 2025Q2: 154,234 shares; 2025Q3: 154,038 shares; 2025Q4: 156,450 shares; 2026Q1: 158,439 shares; 2026Q2: 166,772 shares 166,772 $54.6M 1% +8,333 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: 28,870 shares; 2024Q4: 31,057 shares; 2025Q1: 53,340 shares; 2025Q2: 53,169 shares; 2025Q3: 62,474 shares; 2025Q4: 70,943 shares; 2026Q1: 81,343 shares; 2026Q2: 95,376 shares 95,376 $53.7M 0.99% +14,033 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478,585 shares; 2024Q4: 536,611 shares; 2025Q1: 598,829 shares; 2025Q2: 711,820 shares; 2025Q3: not reported; 2025Q4: 824,295 shares; 2026Q1: 928,138 shares; 2026Q2: 996,162 shares 996,162 $52.1M 0.96% +68,024 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: 174,039 shares; 2024Q4: 187,782 shares; 2025Q1: 189,256 shares; 2025Q2: 205,754 shares; 2025Q3: 215,576 shares; 2025Q4: 219,290 shares; 2026Q1: 207,122 shares; 2026Q2: 225,673 shares 225,673 $49.2M 0.9% +18,551 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: 524,085 shares; 2024Q4: 571,438 shares; 2025Q1: 672,822 shares; 2025Q2: 688,315 shares; 2025Q3: 736,317 shares; 2025Q4: 725,240 shares; 2026Q1: 836,279 shares; 2026Q2: 862,892 shares 862,892 $48.7M 0.89% +26,613 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: 96,259 shares; 2024Q4: 90,487 shares; 2025Q1: 86,902 shares; 2025Q2: 86,117 shares; 2025Q3: 92,326 shares; 2025Q4: 98,627 shares; 2026Q1: 102,179 shares; 2026Q2: 112,089 shares 112,089 $47.1M 0.87% +9,910 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: 986,029 shares; 2024Q4: 1,095,102 shares; 2025Q1: 1,217,800 shares; 2025Q2: 1,340,058 shares; 2025Q3: 1,404,986 shares; 2025Q4: 1,439,620 shares; 2026Q1: 1,597,029 shares; 2026Q2: 1,700,919 shares 1,700,919 $45.1M 0.83% +103,890 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,127 shares; 2024Q4: 7,568 shares; 2025Q1: 7,559 shares; 2025Q2: 9,235 shares; 2025Q3: 14,154 shares; 2025Q4: 20,623 shares; 2026Q1: 34,932 shares; 2026Q2: 38,847 shares 38,847 $44.8M 0.82% +3,915 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: 5,171 shares; 2024Q4: 4,978 shares; 2025Q1: 82,993 shares; 2025Q2: 82,935 shares; 2025Q3: 83,058 shares; 2025Q4: 82,812 shares; 2026Q1: 235,927 shares; 2026Q2: 223,312 shares 223,312 $44.1M 0.81% -12,615 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: 256,447 shares; 2024Q4: 308,264 shares; 2025Q1: 361,738 shares; 2025Q2: 390,657 shares; 2025Q3: 411,160 shares; 2025Q4: 440,130 shares; 2026Q1: 513,210 shares; 2026Q2: 552,085 shares 552,085 $42.6M 0.78% +38,875 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: 27,145 shares; 2024Q4: 24,258 shares; 2025Q1: 19,808 shares; 2025Q2: 29,727 shares; 2025Q3: not reported; 2025Q4: 51,934 shares; 2026Q1: 80,418 shares; 2026Q2: 85,070 shares 85,070 $42.6M 0.78% +4,652 Timeline JGRO 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: 266,734 shares; 2024Q4: 285,315 shares; 2025Q1: 280,873 shares; 2025Q2: 309,405 shares; 2025Q3: 318,905 shares; 2025Q4: 326,449 shares; 2026Q1: 404,453 shares; 2026Q2: 411,446 shares 411,446 $40.6M 0.74% +6,993 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: 66,485 shares; 2024Q4: 69,050 shares; 2025Q1: 96,278 shares; 2025Q2: 102,432 shares; 2025Q3: 106,670 shares; 2025Q4: 108,684 shares; 2026Q1: 117,199 shares; 2026Q2: 158,806 shares 158,806 $40M 0.73% +41,607 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: 19,800 shares; 2024Q4: 20,962 shares; 2025Q1: 25,326 shares; 2025Q2: 25,318 shares; 2025Q3: 27,329 shares; 2025Q4: 30,090 shares; 2026Q1: 33,231 shares; 2026Q2: 52,697 shares 52,697 $38.8M 0.71% +19,466 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: 12,439 shares; 2024Q4: 12,378 shares; 2025Q1: 12,507 shares; 2025Q2: 48,392 shares; 2025Q3: not reported; 2025Q4: 49,787 shares; 2026Q1: 48,850 shares; 2026Q2: 52,157 shares 52,157 $37.7M 0.69% +3,307 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: 43,285 shares; 2024Q4: 43,792 shares; 2025Q1: 66,761 shares; 2025Q2: 66,396 shares; 2025Q3: 86,347 shares; 2025Q4: 92,299 shares; 2026Q1: 97,803 shares; 2026Q2: 105,803 shares 105,803 $37.4M 0.69% +8,000 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 671,933 shares; 2024Q4: 710,359 shares; 2025Q1: 699,625 shares; 2025Q2: 750,208 shares; 2025Q3: 1,115,378 shares; 2025Q4: 1,140,188 shares; 2026Q1: 1,029,237 shares; 2026Q2: 835,860 shares 835,860 $37.2M 0.68% -193,377 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: 78,279 shares; 2024Q4: 61,483 shares; 2025Q1: 16,007 shares; 2025Q2: 17,079 shares; 2025Q3: 20,246 shares; 2025Q4: 21,123 shares; 2026Q1: 25,492 shares; 2026Q2: 53,975 shares 53,975 $37.1M 0.68% +28,483 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457,122 shares; 2024Q4: 418,645 shares; 2025Q1: 420,748 shares; 2025Q2: 692,273 shares; 2025Q3: 730,552 shares; 2025Q4: 743,356 shares; 2026Q1: 783,813 shares; 2026Q2: 840,516 shares 840,516 $35.2M 0.65% +56,703 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: 189,519 shares; 2024Q4: 182,657 shares; 2025Q1: 182,971 shares; 2025Q2: 184,393 shares; 2025Q3: 193,103 shares; 2025Q4: 192,300 shares; 2026Q1: 235,495 shares; 2026Q2: 250,010 shares 250,010 $34.2M 0.63% +14,515 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: 20,181 shares; 2024Q4: 19,881 shares; 2025Q1: 15,598 shares; 2025Q2: 16,516 shares; 2025Q3: not reported; 2025Q4: 54,104 shares; 2026Q1: 56,573 shares; 2026Q2: 57,926 shares 57,926 $33.6M 0.62% +1,353 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,482 shares; 2024Q4: 220,938 shares; 2025Q1: 262,922 shares; 2025Q2: 282,136 shares; 2025Q3: 294,974 shares; 2025Q4: 300,392 shares; 2026Q1: 334,140 shares; 2026Q2: 348,109 shares 348,109 $33.2M 0.61% +13,969 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: 239,699 shares; 2024Q4: 287,952 shares; 2025Q1: 309,563 shares; 2025Q2: 336,170 shares; 2025Q3: 344,899 shares; 2025Q4: 355,786 shares; 2026Q1: 379,070 shares; 2026Q2: 374,977 shares 374,977 $33M 0.61% -4,093 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: 173,214 shares; 2024Q4: 176,525 shares; 2025Q1: 175,651 shares; 2025Q2: 182,319 shares; 2025Q3: 162,571 shares; 2025Q4: 163,675 shares; 2026Q1: 147,072 shares; 2026Q2: 153,261 shares 153,261 $32M 0.59% +6,189 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: 128,599 shares; 2024Q4: 175,290 shares; 2025Q1: 218,619 shares; 2025Q2: 246,772 shares; 2025Q3: 294,663 shares; 2025Q4: 359,246 shares; 2026Q1: 465,179 shares; 2026Q2: 484,137 shares 484,137 $29.8M 0.55% +18,958 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: 18,549 shares; 2024Q4: 19,314 shares; 2025Q1: 24,459 shares; 2025Q2: 25,765 shares; 2025Q3: 39,648 shares; 2025Q4: 41,319 shares; 2026Q1: 48,800 shares; 2026Q2: 61,960 shares 61,960 $29.6M 0.54% +13,160 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: 33,630 shares; 2024Q4: 30,896 shares; 2025Q1: 24,485 shares; 2025Q2: 25,679 shares; 2025Q3: 22,616 shares; 2025Q4: 24,266 shares; 2026Q1: 28,119 shares; 2026Q2: 39,295 shares 39,295 $29.3M 0.54% +11,176 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202,365 shares; 2025Q2: 229,675 shares; 2025Q3: 256,160 shares; 2025Q4: 286,780 shares; 2026Q1: 483,772 shares; 2026Q2: 833,653 shares 833,653 $28.9M 0.53% +349,881 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: 312,097 shares; 2024Q4: 302,703 shares; 2025Q1: 321,887 shares; 2025Q2: 322,928 shares; 2025Q3: 324,303 shares; 2025Q4: 321,083 shares; 2026Q1: 320,972 shares; 2026Q2: 252,054 shares 252,054 $28.5M 0.52% -68,918 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: 1,656 shares; 2024Q4: 1,711 shares; 2025Q1: 1,872 shares; 2025Q2: 2,772 shares; 2025Q3: 13,106 shares; 2025Q4: 17,077 shares; 2026Q1: 19,885 shares; 2026Q2: 22,575 shares 22,575 $26.5M 0.49% +2,690 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556,954 shares; 2024Q4: 506,300 shares; 2025Q1: 517,187 shares; 2025Q2: 245,298 shares; 2025Q3: not reported; 2025Q4: 241,766 shares; 2026Q1: 253,291 shares; 2026Q2: 262,938 shares 262,938 $25.4M 0.47% +9,647 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: 39,142 shares; 2024Q4: 42,486 shares; 2025Q1: 45,636 shares; 2025Q2: 46,428 shares; 2025Q3: 49,397 shares; 2025Q4: 52,728 shares; 2026Q1: 66,168 shares; 2026Q2: 73,903 shares 73,903 $25.4M 0.47% +7,735 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: 2,552 shares; 2024Q4: 24,156 shares; 2025Q1: 30,648 shares; 2025Q2: 28,574 shares; 2025Q3: 30,083 shares; 2025Q4: 30,121 shares; 2026Q1: 31,723 shares; 2026Q2: 33,325 shares 33,325 $24M 0.44% +1,602 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: 58,924 shares; 2024Q4: 71,747 shares; 2025Q1: 74,253 shares; 2025Q2: 76,706 shares; 2025Q3: 93,859 shares; 2025Q4: 91,545 shares; 2026Q1: 53,237 shares; 2026Q2: 55,000 shares 55,000 $23.7M 0.44% +1,763 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,559 shares; 2025Q3: 107,223 shares; 2025Q4: 170,810 shares; 2026Q1: 171,091 shares; 2026Q2: 171,322 shares 171,322 $22.7M 0.42% +231 Timeline QYLD 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: 873,291 shares; 2024Q4: 1,102,385 shares; 2025Q1: 1,300,735 shares; 2025Q2: 1,279,039 shares; 2025Q3: 1,205,865 shares; 2025Q4: 1,099,407 shares; 2026Q1: 1,189,090 shares; 2026Q2: 1,224,302 shares 1,224,302 $22.6M 0.41% +35,212 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: 9,282 shares; 2024Q4: 9,275 shares; 2025Q1: 15,257 shares; 2025Q2: 14,030 shares; 2025Q3: 8,589 shares; 2025Q4: 8,537 shares; 2026Q1: 7,121 shares; 2026Q2: 73,210 shares 73,210 $22.1M 0.41% +66,089 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: 146,136 shares; 2024Q4: 133,043 shares; 2025Q1: 132,546 shares; 2025Q2: 131,412 shares; 2025Q3: 114,875 shares; 2025Q4: 114,620 shares; 2026Q1: 97,161 shares; 2026Q2: 182,927 shares 182,927 $21.6M 0.4% +85,766 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,447 shares; 2024Q4: 74,195 shares; 2025Q1: 74,490 shares; 2025Q2: 77,190 shares; 2025Q3: 80,251 shares; 2025Q4: 79,775 shares; 2026Q1: 85,757 shares; 2026Q2: 93,668 shares 93,668 $20.6M 0.38% +7,911 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: 11,861 shares; 2024Q4: 11,967 shares; 2025Q1: 12,440 shares; 2025Q2: 14,107 shares; 2025Q3: 17,676 shares; 2025Q4: 10,952 shares; 2026Q1: 251,302 shares; 2026Q2: 265,443 shares 265,443 $19.5M 0.36% +14,141 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,523 shares; 2024Q4: 318,801 shares; 2025Q1: 324,298 shares; 2025Q2: 339,497 shares; 2025Q3: 355,898 shares; 2025Q4: 361,338 shares; 2026Q1: 387,577 shares; 2026Q2: 412,214 shares 412,214 $19.3M 0.36% +24,637 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: 19,944 shares; 2024Q4: 41,547 shares; 2025Q1: 41,735 shares; 2025Q2: 42,183 shares; 2025Q3: 51,171 shares; 2025Q4: 55,516 shares; 2026Q1: 57,270 shares; 2026Q2: 55,398 shares 55,398 $18.9M 0.35% -1,872 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: 65,402 shares; 2024Q4: 64,487 shares; 2025Q1: 61,062 shares; 2025Q2: 60,262 shares; 2025Q3: 52,043 shares; 2025Q4: 53,089 shares; 2026Q1: 47,265 shares; 2026Q2: 46,398 shares 46,398 $18.5M 0.34% -867 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: 49,926 shares; 2024Q4: 52,205 shares; 2025Q1: 47,211 shares; 2025Q2: 50,798 shares; 2025Q3: 67,116 shares; 2025Q4: 67,277 shares; 2026Q1: 66,401 shares; 2026Q2: 72,119 shares 72,119 $18.3M 0.34% +5,718 Timeline XYLD 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: 352,374 shares; 2024Q4: 457,194 shares; 2025Q1: 539,030 shares; 2025Q2: 529,454 shares; 2025Q3: 447,518 shares; 2025Q4: 407,879 shares; 2026Q1: 427,853 shares; 2026Q2: 443,829 shares 443,829 $18.1M 0.33% +15,976 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: 4,819 shares; 2024Q4: 5,443 shares; 2025Q1: 8,454 shares; 2025Q2: 10,001 shares; 2025Q3: 18,096 shares; 2025Q4: 19,440 shares; 2026Q1: 22,131 shares; 2026Q2: 23,649 shares 23,649 $18M 0.33% +1,518 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: 20,599 shares; 2024Q4: 14,261 shares; 2025Q1: 11,563 shares; 2025Q2: 11,926 shares; 2025Q3: 11,740 shares; 2025Q4: 12,682 shares; 2026Q1: 13,797 shares; 2026Q2: 14,924 shares 14,924 $17.9M 0.33% +1,127 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: 44,302 shares; 2024Q4: 45,982 shares; 2025Q1: 54,486 shares; 2025Q2: 71,410 shares; 2025Q3: 126,393 shares; 2025Q4: 133,543 shares; 2026Q1: 138,807 shares; 2026Q2: 148,518 shares 148,518 $17.4M 0.32% +9,711 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: 22,455 shares; 2024Q4: 27,017 shares; 2025Q1: 31,333 shares; 2025Q2: 32,155 shares; 2025Q3: 28,692 shares; 2025Q4: 23,861 shares; 2026Q1: 177,683 shares; 2026Q2: 238,898 shares 238,898 $17M 0.31% +61,215 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: 170,187 shares; 2024Q4: 171,956 shares; 2025Q1: 166,221 shares; 2025Q2: 288,639 shares; 2025Q3: not reported; 2025Q4: 271,228 shares; 2026Q1: 260,172 shares; 2026Q2: 298,652 shares 298,652 $17M 0.31% +38,480 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: 1,333 shares; 2024Q4: 1,203 shares; 2025Q1: 16,969 shares; 2025Q2: 18,888 shares; 2025Q3: 47,684 shares; 2025Q4: 48,595 shares; 2026Q1: 44,125 shares; 2026Q2: 209,037 shares 209,037 $16.8M 0.31% +164,912 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,722 shares; 2024Q4: 40,035 shares; 2025Q1: 39,699 shares; 2025Q2: 39,474 shares; 2025Q3: 34,835 shares; 2025Q4: 34,630 shares; 2026Q1: 31,261 shares; 2026Q2: 31,649 shares 31,649 $16.7M 0.31% +388 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,953 shares; 2025Q1: 2,962 shares; 2025Q2: 3,095 shares; 2025Q3: 3,049 shares; 2025Q4: not reported; 2026Q1: 201,104 shares; 2026Q2: 208,717 shares 208,717 $16.3M 0.3% +7,613 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,368 shares; 2024Q4: 63,598 shares; 2025Q1: 77,005 shares; 2025Q2: 77,583 shares; 2025Q3: 79,020 shares; 2025Q4: 84,309 shares; 2026Q1: 93,045 shares; 2026Q2: 99,763 shares 99,763 $16.2M 0.3% +6,718 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: 27,477 shares; 2024Q4: 27,225 shares; 2025Q1: 29,199 shares; 2025Q2: 37,719 shares; 2025Q3: 31,779 shares; 2025Q4: 32,992 shares; 2026Q1: 29,780 shares; 2026Q2: 30,894 shares 30,894 $15.9M 0.29% +1,114 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,433 shares; 2026Q2: 84,798 shares 84,798 $15.7M 0.29% +5,365 Timeline RYLD 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: 638,429 shares; 2024Q4: 942,986 shares; 2025Q1: 1,184,631 shares; 2025Q2: 1,163,591 shares; 2025Q3: 1,009,634 shares; 2025Q4: 831,825 shares; 2026Q1: 901,152 shares; 2026Q2: 942,833 shares 942,833 $15.1M 0.28% +41,681 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,052 shares; 2025Q3: 31,085 shares; 2025Q4: 30,962 shares; 2026Q1: 35,219 shares; 2026Q2: 61,584 shares 61,584 $14.9M 0.27% +26,365 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: 72,008 shares; 2026Q2: 78,626 shares 78,626 $14.9M 0.27% +6,618 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: 120,902 shares; 2024Q4: 110,529 shares; 2025Q1: 110,621 shares; 2025Q2: 110,630 shares; 2025Q3: 110,399 shares; 2025Q4: 106,707 shares; 2026Q1: 116,880 shares; 2026Q2: 98,621 shares 98,621 $14.4M 0.27% -18,259 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: 110,690 shares; 2024Q4: 103,407 shares; 2025Q1: 103,178 shares; 2025Q2: 103,570 shares; 2025Q3: 92,159 shares; 2025Q4: 91,224 shares; 2026Q1: 82,802 shares; 2026Q2: 83,540 shares 83,540 $14.1M 0.26% +738 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: 6,173 shares; 2024Q4: 167,992 shares; 2025Q1: 194,020 shares; 2025Q2: 193,608 shares; 2025Q3: 205,672 shares; 2025Q4: 215,137 shares; 2026Q1: 235,177 shares; 2026Q2: 259,698 shares 259,698 $14.1M 0.26% +24,521 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: 12,693 shares; 2025Q2: 20,538 shares; 2025Q3: 30,221 shares; 2025Q4: 32,981 shares; 2026Q1: 36,487 shares; 2026Q2: 40,324 shares 40,324 $13.5M 0.25% +3,837 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: 51,774 shares; 2024Q4: 38,511 shares; 2025Q1: 32,498 shares; 2025Q2: 36,996 shares; 2025Q3: 42,077 shares; 2025Q4: 16,611 shares; 2026Q1: 186,366 shares; 2026Q2: 213,051 shares 213,051 $13.4M 0.25% +26,685 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: 2,069 shares; 2024Q4: 1,530 shares; 2025Q1: 1,564 shares; 2025Q2: 48,086 shares; 2025Q3: 58,952 shares; 2025Q4: 64,157 shares; 2026Q1: 79,218 shares; 2026Q2: 88,712 shares 88,712 $13M 0.24% +9,494 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: 7,620 shares; 2024Q4: 7,127 shares; 2025Q1: 6,881 shares; 2025Q2: 7,481 shares; 2025Q3: 7,167 shares; 2025Q4: 6,757 shares; 2026Q1: 8,495 shares; 2026Q2: 17,261 shares 17,261 $12.9M 0.24% +8,766 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 170,790 shares 170,790 $12.9M 0.24% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,767 shares; 2024Q4: 157,920 shares; 2025Q1: 216,765 shares; 2025Q2: 218,166 shares; 2025Q3: 193,099 shares; 2025Q4: 193,459 shares; 2026Q1: 172,125 shares; 2026Q2: 253,201 shares 253,201 $12.7M 0.23% +81,076 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: 8,079 shares; 2024Q4: 8,311 shares; 2025Q1: 8,955 shares; 2025Q2: 9,065 shares; 2025Q3: 11,640 shares; 2025Q4: 11,543 shares; 2026Q1: 12,144 shares; 2026Q2: 13,287 shares 13,287 $12.4M 0.23% +1,143 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,823 shares; 2024Q4: 1,993 shares; 2025Q1: 2,734 shares; 2025Q2: 2,219 shares; 2025Q3: 3,116 shares; 2025Q4: 2,452 shares; 2026Q1: 12,010 shares; 2026Q2: 142,973 shares 142,973 $12.3M 0.23% +130,963 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: 125,211 shares; 2024Q4: 118,786 shares; 2025Q1: 121,543 shares; 2025Q2: 214,115 shares; 2025Q3: 123,394 shares; 2025Q4: 131,366 shares; 2026Q1: 145,306 shares; 2026Q2: 164,718 shares 164,718 $12.2M 0.22% +19,412 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,764 shares; 2025Q2: 3,880 shares; 2025Q3: 170,298 shares; 2025Q4: 5,754 shares; 2026Q1: 177,310 shares; 2026Q2: 178,798 shares 178,798 $12.2M 0.22% +1,488 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,282 shares; 2024Q4: 11,136 shares; 2025Q1: 11,137 shares; 2025Q2: 10,730 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,573 shares; 2026Q2: 94,889 shares 94,889 $12.2M 0.22% +2,316 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: 50,123 shares; 2024Q4: 55,358 shares; 2025Q1: 61,922 shares; 2025Q2: 67,198 shares; 2025Q3: 70,832 shares; 2025Q4: 71,430 shares; 2026Q1: 82,564 shares; 2026Q2: 88,752 shares 88,752 $12M 0.22% +6,188 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,299 shares; 2024Q4: 26,204 shares; 2025Q1: 25,819 shares; 2025Q2: 25,907 shares; 2025Q3: 24,183 shares; 2025Q4: 23,908 shares; 2026Q1: 21,212 shares; 2026Q2: 21,280 shares 21,280 $11.9M 0.22% +68 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: 178,789 shares; 2024Q4: 172,581 shares; 2025Q1: 203,677 shares; 2025Q2: 205,676 shares; 2025Q3: 173,880 shares; 2025Q4: 169,547 shares; 2026Q1: 155,578 shares; 2026Q2: 135,044 shares 135,044 $11.7M 0.22% -20,534 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,383 shares; 2024Q4: 32,181 shares; 2025Q1: 35,087 shares; 2025Q2: 41,121 shares; 2025Q3: 45,467 shares; 2025Q4: 46,142 shares; 2026Q1: 53,359 shares; 2026Q2: 275,083 shares 275,083 $11.6M 0.21% +221,724 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: 3,639 shares; 2024Q4: 3,097 shares; 2025Q1: 3,433 shares; 2025Q2: 5,439 shares; 2025Q3: not reported; 2025Q4: 65,647 shares; 2026Q1: 73,199 shares; 2026Q2: 85,075 shares 85,075 $11.6M 0.21% +11,876 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: 10,162 shares; 2024Q4: 18,456 shares; 2025Q1: 19,051 shares; 2025Q2: 20,264 shares; 2025Q3: 25,023 shares; 2025Q4: 26,759 shares; 2026Q1: 28,004 shares; 2026Q2: 77,754 shares 77,754 $11.4M 0.21% +49,750 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 27,679 shares; 2026Q2: 37,035 shares 37,035 $11.2M 0.21% +9,356 Timeline BSJS 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: 239,405 shares; 2024Q4: 243,668 shares; 2025Q1: 273,323 shares; 2025Q2: 299,313 shares; 2025Q3: 442,157 shares; 2025Q4: 475,701 shares; 2026Q1: 493,130 shares; 2026Q2: 514,180 shares 514,180 $11.2M 0.21% +21,050 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,318 shares; 2024Q4: 2,636 shares; 2025Q1: 3,241 shares; 2025Q2: 49,536 shares; 2025Q3: 58,449 shares; 2025Q4: 63,949 shares; 2026Q1: 76,550 shares; 2026Q2: 87,005 shares 87,005 $11M 0.2% +10,455 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: 200,533 shares; 2024Q4: 200,816 shares; 2025Q1: 198,879 shares; 2025Q2: 207,710 shares; 2025Q3: 211,814 shares; 2025Q4: 211,577 shares; 2026Q1: 220,549 shares; 2026Q2: 130,960 shares 130,960 $10.8M 0.2% -89,589 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,162 shares; 2025Q3: 12,322 shares; 2025Q4: 13,370 shares; 2026Q1: 13,588 shares; 2026Q2: 24,956 shares 24,956 $10.8M 0.2% +11,368 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,010 shares; 2025Q3: 56,876 shares; 2025Q4: 127,047 shares; 2026Q1: 109,757 shares; 2026Q2: 109,747 shares 109,747 $10.6M 0.2% -10 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,756 shares; 2025Q4: 5,173 shares; 2026Q1: 160,984 shares; 2026Q2: 169,212 shares 169,212 $10.5M 0.19% +8,228 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: 1,912 shares; 2024Q4: 2,836 shares; 2025Q1: 3,813 shares; 2025Q2: 9,133 shares; 2025Q3: 9,848 shares; 2025Q4: 9,527 shares; 2026Q1: 25,287 shares; 2026Q2: 28,427 shares 28,427 $10.5M 0.19% +3,140 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: 222,408 shares; 2024Q4: 287,496 shares; 2025Q1: 297,229 shares; 2025Q2: 285,720 shares; 2025Q3: 293,376 shares; 2025Q4: 299,701 shares; 2026Q1: 276,951 shares; 2026Q2: 283,781 shares 283,781 $10.4M 0.19% +6,830 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,518 shares; 2024Q4: 114,811 shares; 2025Q1: 119,635 shares; 2025Q2: 28,323 shares; 2025Q3: not reported; 2025Q4: 22,956 shares; 2026Q1: 71,147 shares; 2026Q2: 81,680 shares 81,680 $10.2M 0.19% +10,533 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: 47,306 shares; 2024Q4: 49,047 shares; 2025Q1: 52,425 shares; 2025Q2: 54,465 shares; 2025Q3: 32,682 shares; 2025Q4: 33,162 shares; 2026Q1: 34,749 shares; 2026Q2: 36,466 shares 36,466 $9.86M 0.18% +1,717 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,310 shares; 2025Q4: not reported; 2026Q1: 131,947 shares; 2026Q2: 138,345 shares 138,345 $9.85M 0.18% +6,398 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,234 shares; 2025Q3: not reported; 2025Q4: 122,117 shares; 2026Q1: 122,186 shares; 2026Q2: 123,235 shares 123,235 $9.84M 0.18% +1,049 Timeline FTHI 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: 363,278 shares; 2025Q4: not reported; 2026Q1: 405,975 shares; 2026Q2: 412,413 shares 412,413 $9.84M 0.18% +6,438 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,202 shares; 2026Q1: 161,834 shares; 2026Q2: 184,923 shares 184,923 $9.82M 0.18% +23,089 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,871 shares; 2024Q4: 215,793 shares; 2025Q1: 206,842 shares; 2025Q2: 206,606 shares; 2025Q3: 171,134 shares; 2025Q4: 170,371 shares; 2026Q1: 144,370 shares; 2026Q2: 145,379 shares 145,379 $9.81M 0.18% +1,009 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: 343 shares; 2025Q1: 315 shares; 2025Q2: 374 shares; 2025Q3: 6,752 shares; 2025Q4: 7,253 shares; 2026Q1: 8,940 shares; 2026Q2: 10,203 shares 10,203 $9.81M 0.18% +1,263 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: 6,634 shares; 2024Q4: 6,558 shares; 2025Q1: 7,947 shares; 2025Q2: 9,545 shares; 2025Q3: 6,978 shares; 2025Q4: 7,479 shares; 2026Q1: 8,524 shares; 2026Q2: 9,657 shares 9,657 $9.77M 0.18% +1,133 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,435 shares; 2024Q4: 178,322 shares; 2025Q1: 107,694 shares; 2025Q2: 104,851 shares; 2025Q3: 101,165 shares; 2025Q4: 94,012 shares; 2026Q1: 88,489 shares; 2026Q2: 98,988 shares 98,988 $9.72M 0.18% +10,499 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: 20,787 shares; 2024Q4: 23,927 shares; 2025Q1: 19,347 shares; 2025Q2: 47,032 shares; 2025Q3: 49,621 shares; 2025Q4: 33,710 shares; 2026Q1: 77,565 shares; 2026Q2: 69,505 shares 69,505 $9.7M 0.18% -8,060 Timeline BSCR 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: 417,421 shares; 2024Q4: 351,357 shares; 2025Q1: 597,832 shares; 2025Q2: 622,372 shares; 2025Q3: 625,975 shares; 2025Q4: 643,896 shares; 2026Q1: 420,016 shares; 2026Q2: 482,539 shares 482,539 $9.47M 0.17% +62,523 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: 38,565 shares; 2024Q4: 39,233 shares; 2025Q1: 32,624 shares; 2025Q2: 32,004 shares; 2025Q3: 25,238 shares; 2025Q4: 21,275 shares; 2026Q1: 148,122 shares; 2026Q2: 156,359 shares 156,359 $9.33M 0.17% +8,237 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: 3,341 shares; 2024Q4: 2,857 shares; 2025Q1: 4,189 shares; 2025Q2: 4,582 shares; 2025Q3: 6,635 shares; 2025Q4: 83,104 shares; 2026Q1: 102,406 shares; 2026Q2: 130,671 shares 130,671 $9.33M 0.17% +28,265 Timeline BSCS 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: 383,027 shares; 2024Q4: 326,688 shares; 2025Q1: 347,725 shares; 2025Q2: 349,147 shares; 2025Q3: 360,559 shares; 2025Q4: 380,070 shares; 2026Q1: 401,001 shares; 2026Q2: 455,709 shares 455,709 $9.28M 0.17% +54,708 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: not reported; 2024Q4: 1,995 shares; 2025Q1: not reported; 2025Q2: 5,263 shares; 2025Q3: 6,818 shares; 2025Q4: 8,791 shares; 2026Q1: 13,432 shares; 2026Q2: 30,799 shares 30,799 $9.17M 0.17% +17,367 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,592 shares; 2024Q4: 41,555 shares; 2025Q1: 40,765 shares; 2025Q2: 41,613 shares; 2025Q3: 38,649 shares; 2025Q4: 38,477 shares; 2026Q1: 31,149 shares; 2026Q2: 31,121 shares 31,121 $9.11M 0.17% -28 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: 76,424 shares; 2024Q4: 36,492 shares; 2025Q1: 38,862 shares; 2025Q2: 36,082 shares; 2025Q3: not reported; 2025Q4: 43,889 shares; 2026Q1: 52,365 shares; 2026Q2: 54,694 shares 54,694 $9.07M 0.17% +2,329 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: 8,123 shares; 2024Q4: 11,467 shares; 2025Q1: 13,173 shares; 2025Q2: 21,119 shares; 2025Q3: 30,654 shares; 2025Q4: 37,968 shares; 2026Q1: 67,536 shares; 2026Q2: 77,398 shares 77,398 $9.03M 0.17% +9,862 Timeline BSCT 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: 408,591 shares; 2024Q4: 351,044 shares; 2025Q1: 375,855 shares; 2025Q2: 378,395 shares; 2025Q3: 389,826 shares; 2025Q4: 409,561 shares; 2026Q1: 425,976 shares; 2026Q2: 484,980 shares 484,980 $9.01M 0.17% +59,004 Timeline BSCU 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: 74,397 shares; 2024Q4: 81,387 shares; 2025Q1: 408,361 shares; 2025Q2: 410,340 shares; 2025Q3: 423,561 shares; 2025Q4: 455,163 shares; 2026Q1: 478,616 shares; 2026Q2: 519,517 shares 519,517 $8.65M 0.16% +40,901 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,345 shares; 2024Q4: 3,512 shares; 2025Q1: 5,257 shares; 2025Q2: 4,046 shares; 2025Q3: not reported; 2025Q4: 3,562 shares; 2026Q1: 6,483 shares; 2026Q2: 8,080 shares 8,080 $8.6M 0.16% +1,597 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: 16,063 shares; 2024Q4: 16,562 shares; 2025Q1: 19,356 shares; 2025Q2: 19,490 shares; 2025Q3: 19,912 shares; 2025Q4: 19,662 shares; 2026Q1: 20,080 shares; 2026Q2: 24,250 shares 24,250 $8.55M 0.16% +4,170 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757,699 shares; 2024Q4: 713,699 shares; 2025Q1: 713,699 shares; 2025Q2: 713,699 shares; 2025Q3: 713,699 shares; 2025Q4: 713,948 shares; 2026Q1: 668,493 shares; 2026Q2: 668,806 shares 668,806 $8.43M 0.15% +313 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,210 shares; 2024Q4: 9,621 shares; 2025Q1: 19,790 shares; 2025Q2: 25,208 shares; 2025Q3: 42,132 shares; 2025Q4: 44,992 shares; 2026Q1: 43,827 shares; 2026Q2: 45,241 shares 45,241 $8.36M 0.15% +1,414 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,545 shares; 2025Q4: not reported; 2026Q1: 228,396 shares; 2026Q2: 229,103 shares 229,103 $8.05M 0.15% +707 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: 71,550 shares; 2024Q4: 65,807 shares; 2025Q1: 65,605 shares; 2025Q2: 66,206 shares; 2025Q3: 54,853 shares; 2025Q4: 55,037 shares; 2026Q1: 48,352 shares; 2026Q2: 50,268 shares 50,268 $7.87M 0.14% +1,916 Timeline BSCV 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: 70,219 shares; 2024Q4: 77,646 shares; 2025Q1: 116,222 shares; 2025Q2: 121,536 shares; 2025Q3: 125,208 shares; 2025Q4: 996,015 shares; 2026Q1: 433,577 shares; 2026Q2: 477,244 shares 477,244 $7.82M 0.14% +43,667 Timeline ATCL REX ETF TR More: the full row for REX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 310,436 shares 310,436 $7.71M 0.14% new 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: 1,102 shares; 2024Q4: 1,128 shares; 2025Q1: 1,279 shares; 2025Q2: 17,200 shares; 2025Q3: 22,754 shares; 2025Q4: 24,530 shares; 2026Q1: 28,198 shares; 2026Q2: 34,213 shares 34,213 $7.56M 0.14% +6,015 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,125 shares; 2024Q4: 5,966 shares; 2025Q1: 6,147 shares; 2025Q2: 6,006 shares; 2025Q3: 6,019 shares; 2025Q4: 6,439 shares; 2026Q1: 16,081 shares; 2026Q2: 85,094 shares 85,094 $7.48M 0.14% +69,013 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: 117,047 shares; 2024Q4: 126,244 shares; 2025Q1: 141,263 shares; 2025Q2: 150,799 shares; 2025Q3: 161,708 shares; 2025Q4: 153,459 shares; 2026Q1: 165,878 shares; 2026Q2: 83,112 shares 83,112 $7.29M 0.13% -82,766 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: 3,144 shares; 2024Q4: 2,824 shares; 2025Q1: 4,142 shares; 2025Q2: 3,978 shares; 2025Q3: 4,040 shares; 2025Q4: 3,919 shares; 2026Q1: 28,367 shares; 2026Q2: 29,868 shares 29,868 $7.26M 0.13% +1,501 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: 23,295 shares; 2024Q4: 23,019 shares; 2025Q1: 24,130 shares; 2025Q2: 27,382 shares; 2025Q3: 34,382 shares; 2025Q4: 37,547 shares; 2026Q1: 43,223 shares; 2026Q2: 49,427 shares 49,427 $7.25M 0.13% +6,204 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: 18,442 shares; 2024Q4: 18,510 shares; 2025Q1: 20,937 shares; 2025Q2: 21,687 shares; 2025Q3: 26,727 shares; 2025Q4: 27,510 shares; 2026Q1: 30,206 shares; 2026Q2: 38,089 shares 38,089 $7.23M 0.13% +7,883 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,203 shares; 2025Q2: 5,203 shares; 2025Q3: 6,268 shares; 2025Q4: 5,203 shares; 2026Q1: 127,631 shares; 2026Q2: 131,335 shares 131,335 $7.22M 0.13% +3,704 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: 37,378 shares; 2024Q4: 36,404 shares; 2025Q1: 42,132 shares; 2025Q2: 20,871 shares; 2025Q3: 18,529 shares; 2025Q4: 18,931 shares; 2026Q1: 14,435 shares; 2026Q2: 17,362 shares 17,362 $7.22M 0.13% +2,927 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,471 shares; 2024Q4: 3,699 shares; 2025Q1: 4,503 shares; 2025Q2: 4,066 shares; 2025Q3: 5,915 shares; 2025Q4: 5,457 shares; 2026Q1: 5,176 shares; 2026Q2: 4,183 shares 4,183 $7.1M 0.13% -993 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: 17,058 shares; 2024Q4: 20,510 shares; 2025Q1: 28,944 shares; 2025Q2: 45,028 shares; 2025Q3: 56,757 shares; 2025Q4: 64,167 shares; 2026Q1: 78,687 shares; 2026Q2: 98,330 shares 98,330 $7.07M 0.13% +19,643 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,533 shares; 2024Q4: 41,719 shares; 2025Q1: 41,692 shares; 2025Q2: 45,376 shares; 2025Q3: 48,719 shares; 2025Q4: 36,863 shares; 2026Q1: 58,867 shares; 2026Q2: 64,714 shares 64,714 $6.96M 0.13% +5,847 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,526 shares; 2024Q4: 122,606 shares; 2025Q1: 313,635 shares; 2025Q2: 319,356 shares; 2025Q3: 117,294 shares; 2025Q4: 106,543 shares; 2026Q1: 105,314 shares; 2026Q2: 100,775 shares 100,775 $6.81M 0.13% -4,539 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: 37,036 shares; 2024Q4: 50,146 shares; 2025Q1: 50,573 shares; 2025Q2: 53,192 shares; 2025Q3: not reported; 2025Q4: 64,191 shares; 2026Q1: 73,046 shares; 2026Q2: 83,653 shares 83,653 $6.8M 0.12% +10,607 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: 124,118 shares; 2024Q4: 127,991 shares; 2025Q1: 134,255 shares; 2025Q2: 73,804 shares; 2025Q3: 48,530 shares; 2025Q4: 44,879 shares; 2026Q1: 46,515 shares; 2026Q2: 51,940 shares 51,940 $6.67M 0.12% +5,425 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: 13,107 shares; 2024Q4: 13,055 shares; 2025Q1: 14,177 shares; 2025Q2: 14,673 shares; 2025Q3: 15,372 shares; 2025Q4: 16,966 shares; 2026Q1: 20,443 shares; 2026Q2: 22,389 shares 22,389 $6.67M 0.12% +1,946 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: 21,906 shares; 2024Q4: 29,570 shares; 2025Q1: 44,389 shares; 2025Q2: 47,620 shares; 2025Q3: not reported; 2025Q4: 47,546 shares; 2026Q1: 48,325 shares; 2026Q2: 73,203 shares 73,203 $6.64M 0.12% +24,878 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: 27,466 shares; 2024Q4: 142,043 shares; 2025Q1: 158,908 shares; 2025Q2: 112,491 shares; 2025Q3: 149,992 shares; 2025Q4: 195,384 shares; 2026Q1: 332,476 shares; 2026Q2: 344,628 shares 344,628 $6.59M 0.12% +12,152 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,974 shares; 2025Q2: 10,968 shares; 2025Q3: 10,968 shares; 2025Q4: not reported; 2026Q1: 14,091 shares; 2026Q2: 64,804 shares 64,804 $6.53M 0.12% +50,713 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: 21,695 shares; 2024Q4: 22,828 shares; 2025Q1: 23,105 shares; 2025Q2: 23,195 shares; 2025Q3: 23,021 shares; 2025Q4: 24,296 shares; 2026Q1: 24,668 shares; 2026Q2: 27,538 shares 27,538 $6.52M 0.12% +2,870 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: not reported; 2024Q4: 1,455 shares; 2025Q1: 1,696 shares; 2025Q2: 49,800 shares; 2025Q3: 51,914 shares; 2025Q4: 52,750 shares; 2026Q1: 53,364 shares; 2026Q2: 56,203 shares 56,203 $6.42M 0.12% +2,839 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: 51,841 shares; 2025Q4: 4,055 shares; 2026Q1: 25,527 shares; 2026Q2: 123,840 shares 123,840 $6.25M 0.11% +98,313 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: 18,909 shares; 2024Q4: 18,126 shares; 2025Q1: 18,495 shares; 2025Q2: 19,801 shares; 2025Q3: not reported; 2025Q4: 20,810 shares; 2026Q1: 23,516 shares; 2026Q2: 28,739 shares 28,739 $6.22M 0.11% +5,223 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: 3,961 shares; 2024Q4: 7,770 shares; 2025Q1: 20,682 shares; 2025Q2: 32,118 shares; 2025Q3: 49,612 shares; 2025Q4: 58,860 shares; 2026Q1: 71,258 shares; 2026Q2: 84,232 shares 84,232 $6.08M 0.11% +12,974 Timeline SUB 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: 55,496 shares; 2026Q2: 56,968 shares 56,968 $6.07M 0.11% +1,472 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: 7,104 shares; 2024Q4: 7,857 shares; 2025Q1: 8,669 shares; 2025Q2: 9,035 shares; 2025Q3: 9,700 shares; 2025Q4: 10,737 shares; 2026Q1: 11,165 shares; 2026Q2: 15,978 shares 15,978 $5.97M 0.11% +4,813 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: 21,170 shares; 2024Q4: 21,908 shares; 2025Q1: 21,146 shares; 2025Q2: 20,522 shares; 2025Q3: 32,758 shares; 2025Q4: 35,262 shares; 2026Q1: 36,055 shares; 2026Q2: 43,630 shares 43,630 $5.91M 0.11% +7,575 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: 3,777 shares; 2024Q4: 11,380 shares; 2025Q1: 11,251 shares; 2025Q2: 11,240 shares; 2025Q3: 13,928 shares; 2025Q4: 14,603 shares; 2026Q1: 68,483 shares; 2026Q2: 70,120 shares 70,120 $5.87M 0.11% +1,637 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: 15,015 shares; 2024Q4: 14,997 shares; 2025Q1: 17,636 shares; 2025Q2: 16,914 shares; 2025Q3: 17,436 shares; 2025Q4: 17,474 shares; 2026Q1: 31,068 shares; 2026Q2: 36,485 shares 36,485 $5.77M 0.11% +5,417 Timeline NVDX ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 283,333 shares; 2025Q4: 283,333 shares; 2026Q1: 336,783 shares; 2026Q2: 336,783 shares 336,783 $5.72M 0.11% 0 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: 6,741 shares; 2024Q4: 7,798 shares; 2025Q1: 8,143 shares; 2025Q2: 7,558 shares; 2025Q3: 5,786 shares; 2025Q4: 6,108 shares; 2026Q1: 5,559 shares; 2026Q2: 5,812 shares 5,812 $5.68M 0.1% +253 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,097 shares; 2024Q4: 56,467 shares; 2025Q1: 55,436 shares; 2025Q2: 55,496 shares; 2025Q3: 51,528 shares; 2025Q4: 54,055 shares; 2026Q1: 43,626 shares; 2026Q2: 44,435 shares 44,435 $5.58M 0.1% +809 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: not reported; 2025Q1: 1,798 shares; 2025Q2: 532 shares; 2025Q3: 5,180 shares; 2025Q4: 6,757 shares; 2026Q1: 9,433 shares; 2026Q2: 10,683 shares 10,683 $5.5M 0.1% +1,250 Timeline SCZ 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: 64,645 shares; 2026Q2: 66,846 shares 66,846 $5.5M 0.1% +2,201 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,416 shares; 2024Q4: 40,210 shares; 2025Q1: 107,587 shares; 2025Q2: 92,847 shares; 2025Q3: 98,736 shares; 2025Q4: 97,822 shares; 2026Q1: 113,742 shares; 2026Q2: 107,645 shares 107,645 $5.44M 0.1% -6,097 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: 17,021 shares; 2025Q1: 24,006 shares; 2025Q2: 31,193 shares; 2025Q3: not reported; 2025Q4: 35,720 shares; 2026Q1: 28,192 shares; 2026Q2: 32,037 shares 32,037 $5.44M 0.1% +3,845 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: 20,454 shares; 2024Q4: 22,311 shares; 2025Q1: 22,368 shares; 2025Q2: 20,307 shares; 2025Q3: 18,978 shares; 2025Q4: 18,161 shares; 2026Q1: 18,692 shares; 2026Q2: 18,003 shares 18,003 $5.41M 0.1% -689 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,266 shares; 2024Q4: 71,694 shares; 2025Q1: 72,191 shares; 2025Q2: 70,955 shares; 2025Q3: 71,129 shares; 2025Q4: 69,971 shares; 2026Q1: 60,333 shares; 2026Q2: 60,824 shares 60,824 $5.26M 0.1% +491 Timeline MGV 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: 2,704 shares; 2024Q4: 2,704 shares; 2025Q1: 2,692 shares; 2025Q2: 2,906 shares; 2025Q3: 2,676 shares; 2025Q4: 2,666 shares; 2026Q1: 32,025 shares; 2026Q2: 32,004 shares 32,004 $5.23M 0.1% -21 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: 5,057 shares; 2024Q4: 6,272 shares; 2025Q1: 5,935 shares; 2025Q2: 4,294 shares; 2025Q3: 8,716 shares; 2025Q4: 6,248 shares; 2026Q1: 51,174 shares; 2026Q2: 52,101 shares 52,101 $5.16M 0.09% +927 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,837 shares; 2024Q4: 197,806 shares; 2025Q1: 136,666 shares; 2025Q2: 165,649 shares; 2025Q3: 43,390 shares; 2025Q4: 38,408 shares; 2026Q1: 63,633 shares; 2026Q2: 62,437 shares 62,437 $5.14M 0.09% -1,196 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,367 shares; 2025Q4: 1,711 shares; 2026Q1: 8,292 shares; 2026Q2: 18,604 shares 18,604 $5.14M 0.09% +10,312 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,471 shares; 2024Q4: 9,622 shares; 2025Q1: 15,125 shares; 2025Q2: 12,608 shares; 2025Q3: 19,668 shares; 2025Q4: 19,770 shares; 2026Q1: 20,019 shares; 2026Q2: 20,107 shares 20,107 $5.12M 0.09% +88 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,318 shares; 2026Q2: 91,997 shares 91,997 $5.11M 0.09% +81,679 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: 181,364 shares; 2024Q4: 173,074 shares; 2025Q1: 82,462 shares; 2025Q2: 70,098 shares; 2025Q3: 66,796 shares; 2025Q4: 59,062 shares; 2026Q1: 60,070 shares; 2026Q2: 61,073 shares 61,073 $5.06M 0.09% +1,003 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,572 shares; 2024Q4: 154,246 shares; 2025Q1: 147,250 shares; 2025Q2: 148,790 shares; 2025Q3: 125,128 shares; 2025Q4: 122,011 shares; 2026Q1: 100,054 shares; 2026Q2: 101,398 shares 101,398 $4.93M 0.09% +1,344 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 67,000 shares; 2025Q1: 65,423 shares; 2025Q2: 61,145 shares; 2025Q3: 66,295 shares; 2025Q4: 51,341 shares; 2026Q1: 66,598 shares; 2026Q2: 62,329 shares 62,329 $4.78M 0.09% -4,269 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: 34,081 shares; 2024Q4: 33,821 shares; 2025Q1: 34,941 shares; 2025Q2: 34,471 shares; 2025Q3: 26,236 shares; 2025Q4: 26,441 shares; 2026Q1: 22,776 shares; 2026Q2: 23,191 shares 23,191 $4.75M 0.09% +415 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: 73,723 shares; 2024Q4: 70,676 shares; 2025Q1: 70,431 shares; 2025Q2: 102,327 shares; 2025Q3: 127,170 shares; 2025Q4: 146,712 shares; 2026Q1: 154,351 shares; 2026Q2: 197,054 shares 197,054 $4.75M 0.09% +42,703 Timeline BSMQ 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: 11,652 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,487 shares; 2025Q4: not reported; 2026Q1: 15,774 shares; 2026Q2: 201,284 shares 201,284 $4.74M 0.09% +185,510 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 7,066 shares; 2026Q1: 7,016 shares; 2026Q2: 16,254 shares 16,254 $4.6M 0.08% +9,238 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: 11,709 shares; 2024Q4: 11,601 shares; 2025Q1: 15,220 shares; 2025Q2: 20,607 shares; 2025Q3: 28,965 shares; 2025Q4: 28,890 shares; 2026Q1: 33,337 shares; 2026Q2: 38,533 shares 38,533 $4.53M 0.08% +5,196 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,895 shares; 2025Q2: 89,895 shares; 2025Q3: not reported; 2025Q4: 88,895 shares; 2026Q1: 88,895 shares; 2026Q2: 90,637 shares 90,637 $4.51M 0.08% +1,742 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: 867 shares; 2024Q4: 967 shares; 2025Q1: not reported; 2025Q2: 1,056 shares; 2025Q3: 803 shares; 2025Q4: 3,174 shares; 2026Q1: 3,484 shares; 2026Q2: 6,863 shares 6,863 $4.5M 0.08% +3,379 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: 5,792 shares; 2024Q4: 25,601 shares; 2025Q1: 23,931 shares; 2025Q2: 20,270 shares; 2025Q3: 15,712 shares; 2025Q4: 19,929 shares; 2026Q1: 72,906 shares; 2026Q2: 78,964 shares 78,964 $4.45M 0.08% +6,058 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,547 shares; 2024Q4: 214,246 shares; 2025Q1: 212,553 shares; 2025Q2: 208,278 shares; 2025Q3: 161,097 shares; 2025Q4: 154,239 shares; 2026Q1: 127,375 shares; 2026Q2: 126,286 shares 126,286 $4.45M 0.08% -1,089 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: 7,057 shares; 2024Q4: 6,757 shares; 2025Q1: 6,822 shares; 2025Q2: 6,684 shares; 2025Q3: 7,346 shares; 2025Q4: 7,055 shares; 2026Q1: 7,765 shares; 2026Q2: 10,795 shares 10,795 $4.42M 0.08% +3,030 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,804 shares; 2025Q2: 17,177 shares; 2025Q3: 22,634 shares; 2025Q4: 22,358 shares; 2026Q1: 17,359 shares; 2026Q2: 17,981 shares 17,981 $4.41M 0.08% +622 Timeline CAGE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 159,128 shares 159,128 $4.41M 0.08% new 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: 1,074 shares; 2026Q1: 1,501 shares; 2026Q2: 1,935 shares 1,935 $4.4M 0.08% +434 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: not reported; 2025Q3: 30,711 shares; 2025Q4: 29,171 shares; 2026Q1: 80,514 shares; 2026Q2: 81,746 shares 81,746 $4.37M 0.08% +1,232 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,406 shares; 2024Q4: 40,096 shares; 2025Q1: 41,051 shares; 2025Q2: 41,246 shares; 2025Q3: 34,883 shares; 2025Q4: 32,148 shares; 2026Q1: 22,755 shares; 2026Q2: 22,359 shares 22,359 $4.32M 0.08% -396 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: 7,843 shares; 2024Q4: 5,719 shares; 2025Q1: 6,917 shares; 2025Q2: 6,157 shares; 2025Q3: 7,306 shares; 2025Q4: 10,265 shares; 2026Q1: 18,432 shares; 2026Q2: 55,715 shares 55,715 $4.3M 0.08% +37,283 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: 3,804 shares; 2024Q4: 5,065 shares; 2025Q1: 5,363 shares; 2025Q2: 6,309 shares; 2025Q3: 6,307 shares; 2025Q4: 5,233 shares; 2026Q1: 39,056 shares; 2026Q2: 49,689 shares 49,689 $4.25M 0.08% +10,633 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: 4,475 shares; 2024Q4: 5,740 shares; 2025Q1: 6,158 shares; 2025Q2: 6,621 shares; 2025Q3: 10,471 shares; 2025Q4: 7,455 shares; 2026Q1: 55,130 shares; 2026Q2: 55,128 shares 55,128 $4.16M 0.08% -2 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: 5,198 shares; 2024Q4: 5,297 shares; 2025Q1: 5,297 shares; 2025Q2: 5,297 shares; 2025Q3: 5,634 shares; 2025Q4: 5,573 shares; 2026Q1: 6,457 shares; 2026Q2: 33,438 shares 33,438 $4.15M 0.08% +26,981 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,748 shares; 2024Q4: 45,175 shares; 2025Q1: 42,402 shares; 2025Q2: 42,481 shares; 2025Q3: 38,993 shares; 2025Q4: 38,783 shares; 2026Q1: 33,800 shares; 2026Q2: 24,550 shares 24,550 $4.12M 0.08% -9,250 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: 31,467 shares; 2024Q4: 45,390 shares; 2025Q1: 46,615 shares; 2025Q2: 55,730 shares; 2025Q3: 126,957 shares; 2025Q4: 128,076 shares; 2026Q1: 171,445 shares; 2026Q2: 197,879 shares 197,879 $4.1M 0.08% +26,434 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: 13,731 shares; 2024Q4: 13,930 shares; 2025Q1: 13,822 shares; 2025Q2: 14,161 shares; 2025Q3: 15,352 shares; 2025Q4: 15,300 shares; 2026Q1: 15,384 shares; 2026Q2: 18,165 shares 18,165 $4.06M 0.07% +2,781 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: 4,320 shares; 2024Q4: 6,464 shares; 2025Q1: 5,537 shares; 2025Q2: 6,091 shares; 2025Q3: 6,131 shares; 2025Q4: 6,723 shares; 2026Q1: 11,942 shares; 2026Q2: 14,616 shares 14,616 $3.98M 0.07% +2,674 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: 5,802 shares; 2024Q4: 8,247 shares; 2025Q1: 8,310 shares; 2025Q2: 8,761 shares; 2025Q3: not reported; 2025Q4: 12,262 shares; 2026Q1: 13,335 shares; 2026Q2: 15,531 shares 15,531 $3.97M 0.07% +2,196 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: 25,527 shares; 2024Q4: 25,089 shares; 2025Q1: 22,431 shares; 2025Q2: 22,479 shares; 2025Q3: 22,608 shares; 2025Q4: 23,381 shares; 2026Q1: 27,422 shares; 2026Q2: 26,477 shares 26,477 $3.93M 0.07% -945 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,667 shares; 2025Q3: 117,819 shares; 2025Q4: 119,236 shares; 2026Q1: 129,907 shares; 2026Q2: 130,335 shares 130,335 $3.82M 0.07% +428 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: 2,753 shares; 2024Q4: 3,483 shares; 2025Q1: 3,460 shares; 2025Q2: 4,130 shares; 2025Q3: 4,067 shares; 2025Q4: 4,038 shares; 2026Q1: 8,041 shares; 2026Q2: 12,500 shares 12,500 $3.79M 0.07% +4,459 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,139 shares; 2025Q3: 6,557 shares; 2025Q4: 6,565 shares; 2026Q1: 40,819 shares; 2026Q2: 72,928 shares 72,928 $3.67M 0.07% +32,109 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: not reported; 2024Q4: 5,022 shares; 2025Q1: 6,640 shares; 2025Q2: 5,488 shares; 2025Q3: 8,225 shares; 2025Q4: 8,053 shares; 2026Q1: 6,840 shares; 2026Q2: 77,789 shares 77,789 $3.62M 0.07% +70,949 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,668 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,795 shares 39,795 $3.59M 0.07% new 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: 1,087 shares; 2024Q4: 1,080 shares; 2025Q1: 1,217 shares; 2025Q2: 1,631 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 1,789 shares; 2026Q2: 29,881 shares 29,881 $3.57M 0.07% +28,092 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: 9,105 shares; 2024Q4: 3,905 shares; 2025Q1: 4,024 shares; 2025Q2: 4,099 shares; 2025Q3: 11,150 shares; 2025Q4: 11,143 shares; 2026Q1: 15,240 shares; 2026Q2: 16,032 shares 16,032 $3.57M 0.07% +792 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: 19,103 shares; 2024Q4: 18,728 shares; 2025Q1: 18,965 shares; 2025Q2: 18,125 shares; 2025Q3: 15,363 shares; 2025Q4: 10,022 shares; 2026Q1: 9,188 shares; 2026Q2: 9,409 shares 9,409 $3.49M 0.06% +221 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: 29,181 shares; 2024Q4: 29,181 shares; 2025Q1: 29,808 shares; 2025Q2: 29,501 shares; 2025Q3: 29,709 shares; 2025Q4: 29,677 shares; 2026Q1: 29,722 shares; 2026Q2: 31,537 shares 31,537 $3.48M 0.06% +1,815 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 150,000 shares; 2026Q2: 150,075 shares 150,075 $3.47M 0.06% +75 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,727 shares; 2024Q4: 6,309 shares; 2025Q1: 6,552 shares; 2025Q2: 9,242 shares; 2025Q3: 9,629 shares; 2025Q4: 9,607 shares; 2026Q1: 10,001 shares; 2026Q2: 12,294 shares 12,294 $3.46M 0.06% +2,293 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,707 shares; 2025Q3: not reported; 2025Q4: 7,086 shares; 2026Q1: 8,051 shares; 2026Q2: 8,694 shares 8,694 $3.45M 0.06% +643 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,217 shares; 2024Q4: 241,872 shares; 2025Q1: 257,892 shares; 2025Q2: 98,486 shares; 2025Q3: 105,132 shares; 2025Q4: 122,064 shares; 2026Q1: 156,176 shares; 2026Q2: 134,937 shares 134,937 $3.41M 0.06% -21,239 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,000 shares; 2025Q2: 83,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,382 shares; 2026Q1: 206,128 shares; 2026Q2: 207,256 shares 207,256 $3.39M 0.06% +1,128 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,233 shares; 2024Q4: 25,674 shares; 2025Q1: 28,900 shares; 2025Q2: 29,833 shares; 2025Q3: 28,236 shares; 2025Q4: 30,255 shares; 2026Q1: 30,650 shares; 2026Q2: 108,397 shares 108,397 $3.37M 0.06% +77,747 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: 3,896 shares; 2024Q4: 3,854 shares; 2025Q1: 3,809 shares; 2025Q2: 3,718 shares; 2025Q3: 3,821 shares; 2025Q4: 3,727 shares; 2026Q1: 3,683 shares; 2026Q2: 6,444 shares 6,444 $3.37M 0.06% +2,761 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: 522 shares; 2024Q4: 424 shares; 2025Q1: 611 shares; 2025Q2: 1,027 shares; 2025Q3: 1,111 shares; 2025Q4: 696 shares; 2026Q1: 891 shares; 2026Q2: 1,669 shares 1,669 $3.32M 0.06% +778 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 96,495 shares; 2025Q4: 75,455 shares; 2026Q1: 56,021 shares; 2026Q2: 109,923 shares 109,923 $3.28M 0.06% +53,902 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: 11,009 shares; 2024Q4: 15,022 shares; 2025Q1: 12,049 shares; 2025Q2: 15,287 shares; 2025Q3: not reported; 2025Q4: 18,137 shares; 2026Q1: 22,236 shares; 2026Q2: 23,379 shares 23,379 $3.27M 0.06% +1,143 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: 4,889 shares; 2024Q4: 5,054 shares; 2025Q1: 5,854 shares; 2025Q2: 6,450 shares; 2025Q3: 7,007 shares; 2025Q4: 7,461 shares; 2026Q1: 7,883 shares; 2026Q2: 17,925 shares 17,925 $3.24M 0.06% +10,042 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: 7,779 shares; 2025Q2: 10,334 shares; 2025Q3: 11,053 shares; 2025Q4: 11,646 shares; 2026Q1: 28,089 shares; 2026Q2: 40,991 shares 40,991 $3.13M 0.06% +12,902 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: 13,091 shares; 2024Q4: 12,974 shares; 2025Q1: 13,458 shares; 2025Q2: 16,395 shares; 2025Q3: 16,981 shares; 2025Q4: 17,655 shares; 2026Q1: 23,220 shares; 2026Q2: 24,730 shares 24,730 $3.13M 0.06% +1,510 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: 32,977 shares; 2024Q4: 36,276 shares; 2025Q1: 32,721 shares; 2025Q2: 31,026 shares; 2025Q3: not reported; 2025Q4: 29,811 shares; 2026Q1: 33,770 shares; 2026Q2: 32,445 shares 32,445 $3.12M 0.06% -1,325 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: 12,494 shares; 2024Q4: 36,392 shares; 2025Q1: 43,455 shares; 2025Q2: 63,626 shares; 2025Q3: 59,724 shares; 2025Q4: 72,793 shares; 2026Q1: 69,821 shares; 2026Q2: 97,882 shares 97,882 $3.1M 0.06% +28,061 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: 347,728 shares; 2024Q4: 391,329 shares; 2025Q1: 367,073 shares; 2025Q2: 353,031 shares; 2025Q3: 443,364 shares; 2025Q4: 491,057 shares; 2026Q1: 393,057 shares; 2026Q2: 282,906 shares 282,906 $3.08M 0.06% -110,151 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,618 shares; 2024Q4: 32,774 shares; 2025Q1: 32,706 shares; 2025Q2: 34,245 shares; 2025Q3: 36,160 shares; 2025Q4: 34,769 shares; 2026Q1: 34,149 shares; 2026Q2: 29,561 shares 29,561 $3.07M 0.06% -4,588 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: 1,428 shares; 2024Q4: 2,012 shares; 2025Q1: 2,110 shares; 2025Q2: 1,376 shares; 2025Q3: 1,642 shares; 2025Q4: 2,833 shares; 2026Q1: 3,834 shares; 2026Q2: 7,094 shares 7,094 $3.02M 0.06% +3,260 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: 2 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 5 shares; 2026Q2: 4 shares 4 $3M 0.06% -1 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,296 shares; 2024Q4: 21,600 shares; 2025Q1: 21,550 shares; 2025Q2: 56,646 shares; 2025Q3: 65,135 shares; 2025Q4: 83,818 shares; 2026Q1: 99,186 shares; 2026Q2: 98,183 shares 98,183 $2.99M 0.05% -1,003 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: 110,605 shares; 2024Q4: 104,548 shares; 2025Q1: 5,823 shares; 2025Q2: 5,367 shares; 2025Q3: 5,073 shares; 2025Q4: 6,032 shares; 2026Q1: 17,636 shares; 2026Q2: 17,797 shares 17,797 $2.93M 0.05% +161 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares; 2026Q2: 40,124 shares 40,124 $2.91M 0.05% +124 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: 20,939 shares; 2024Q4: 22,513 shares; 2025Q1: 19,917 shares; 2025Q2: 19,951 shares; 2025Q3: 16,388 shares; 2025Q4: 21,143 shares; 2026Q1: 18,089 shares; 2026Q2: 17,775 shares 17,775 $2.91M 0.05% -314 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: 37,406 shares; 2024Q4: 38,954 shares; 2025Q1: 41,490 shares; 2025Q2: 52,624 shares; 2025Q3: 59,794 shares; 2025Q4: 55,236 shares; 2026Q1: 76,620 shares; 2026Q2: 89,924 shares 89,924 $2.87M 0.05% +13,304 Timeline MUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,725 shares 2,725 $2.86M 0.05% new Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,542 shares; 2026Q2: 54,667 shares 54,667 $2.84M 0.05% -5,875 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: 37,899 shares; 2024Q4: 48,670 shares; 2025Q1: 48,686 shares; 2025Q2: 38,716 shares; 2025Q3: 71,003 shares; 2025Q4: 63,115 shares; 2026Q1: 63,719 shares; 2026Q2: 63,744 shares 63,744 $2.83M 0.05% +25 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,901 shares 70,901 $2.81M 0.05% new Timeline NNI NELNET INC More: the full row for NELNET 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: 20,336 shares; 2026Q2: 20,836 shares 20,836 $2.78M 0.05% +500 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: 15,093 shares; 2024Q4: 17,389 shares; 2025Q1: 19,993 shares; 2025Q2: 19,555 shares; 2025Q3: 8,326 shares; 2025Q4: 8,250 shares; 2026Q1: 4,548 shares; 2026Q2: 5,433 shares 5,433 $2.77M 0.05% +885 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,086 shares; 2025Q3: 4,371 shares; 2025Q4: 6,781 shares; 2026Q1: 44,594 shares; 2026Q2: 47,244 shares 47,244 $2.74M 0.05% +2,650 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,670 shares; 2026Q2: 28,002 shares 28,002 $2.68M 0.05% +4,332 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,160 shares; 2026Q1: 1,952 shares; 2026Q2: 6,761 shares 6,761 $2.67M 0.05% +4,809 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: 127,104 shares; 2024Q4: 137,065 shares; 2025Q1: 137,340 shares; 2025Q2: 139,227 shares; 2025Q3: 145,625 shares; 2025Q4: 133,499 shares; 2026Q1: 41,499 shares; 2026Q2: 28,612 shares 28,612 $2.64M 0.05% -12,887 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: 5,117 shares; 2024Q4: 2,861 shares; 2025Q1: 2,641 shares; 2025Q2: 3,304 shares; 2025Q3: 3,781 shares; 2025Q4: 3,630 shares; 2026Q1: 6,418 shares; 2026Q2: 10,135 shares 10,135 $2.64M 0.05% +3,717 Timeline USD PROSHARES TR More: the full row for PROSHARES 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: 25,189 shares; 2026Q1: 25,220 shares; 2026Q2: 25,253 shares 25,253 $2.63M 0.05% +33 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,200 shares; 2025Q4: 35,200 shares; 2026Q1: 124,400 shares; 2026Q2: 139,280 shares 139,280 $2.63M 0.05% +14,880 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: 2,315 shares; 2024Q4: 2,500 shares; 2025Q1: 2,417 shares; 2025Q2: 2,898 shares; 2025Q3: not reported; 2025Q4: 3,766 shares; 2026Q1: 5,386 shares; 2026Q2: 7,739 shares 7,739 $2.62M 0.05% +2,353 Timeline LIT 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: 33,336 shares; 2026Q2: 33,336 shares 33,336 $2.61M 0.05% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,487 shares; 2024Q4: 33,800 shares; 2025Q1: 43,972 shares; 2025Q2: 44,920 shares; 2025Q3: 46,862 shares; 2025Q4: 56,948 shares; 2026Q1: 60,562 shares; 2026Q2: 59,219 shares 59,219 $2.59M 0.05% -1,343 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: 1,471 shares; 2024Q4: 3,077 shares; 2025Q1: 3,183 shares; 2025Q2: 6,596 shares; 2025Q3: 7,660 shares; 2025Q4: 8,319 shares; 2026Q1: 7,420 shares; 2026Q2: 8,120 shares 8,120 $2.58M 0.05% +700 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: not reported; 2024Q4: not reported; 2025Q1: 3,188 shares; 2025Q2: 2,405 shares; 2025Q3: 2,291 shares; 2025Q4: 2,322 shares; 2026Q1: 2,370 shares; 2026Q2: 2,667 shares 2,667 $2.57M 0.05% +297 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: 1,113 shares; 2024Q4: 1,346 shares; 2025Q1: 1,982 shares; 2025Q2: 2,205 shares; 2025Q3: 2,539 shares; 2025Q4: 2,605 shares; 2026Q1: 2,225 shares; 2026Q2: 2,258 shares 2,258 $2.56M 0.05% +33 Timeline BSCQ 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: 398,781 shares; 2024Q4: 338,937 shares; 2025Q1: 588,881 shares; 2025Q2: 597,536 shares; 2025Q3: 618,860 shares; 2025Q4: 140,048 shares; 2026Q1: 135,106 shares; 2026Q2: 128,640 shares 128,640 $2.51M 0.05% -6,466 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: 4,095 shares; 2024Q4: 16,936 shares; 2025Q1: 23,982 shares; 2025Q2: 16,705 shares; 2025Q3: 25,836 shares; 2025Q4: 45,498 shares; 2026Q1: 41,873 shares; 2026Q2: 73,382 shares 73,382 $2.48M 0.05% +31,509 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,165 shares; 2026Q2: 48,922 shares 48,922 $2.47M 0.05% +41,757 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: not reported; 2024Q4: 7,840 shares; 2025Q1: not reported; 2025Q2: 7,318 shares; 2025Q3: 6,704 shares; 2025Q4: 6,779 shares; 2026Q1: 69,076 shares; 2026Q2: 68,109 shares 68,109 $2.47M 0.05% -967 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 4,698 shares; 2026Q1: 8,236 shares; 2026Q2: 24,367 shares 24,367 $2.47M 0.05% +16,131 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: 10,134 shares; 2024Q4: 8,488 shares; 2025Q1: 8,378 shares; 2025Q2: 8,856 shares; 2025Q3: 9,028 shares; 2025Q4: 9,599 shares; 2026Q1: 9,561 shares; 2026Q2: 9,611 shares 9,611 $2.46M 0.05% +50 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 898 shares; 2026Q1: 4,296 shares; 2026Q2: 6,601 shares 6,601 $2.41M 0.04% +2,305 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,556 shares; 2025Q3: 4,788 shares; 2025Q4: 5,493 shares; 2026Q1: 26,739 shares; 2026Q2: 17,305 shares 17,305 $2.35M 0.04% -9,434 Timeline ISCV 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: 30,000 shares 30,000 $2.35M 0.04% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81,875 shares 81,875 $2.34M 0.04% new Timeline AMLP ALPS ETF TR More: the full row for ALPS 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: 42,768 shares; 2026Q2: 44,783 shares 44,783 $2.32M 0.04% +2,015 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: 22,348 shares; 2024Q4: 18,027 shares; 2025Q1: 19,767 shares; 2025Q2: 20,119 shares; 2025Q3: 21,195 shares; 2025Q4: 28,456 shares; 2026Q1: 32,603 shares; 2026Q2: 33,782 shares 33,782 $2.31M 0.04% +1,179 Timeline BSCW 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: 54,302 shares; 2024Q4: 57,748 shares; 2025Q1: 87,925 shares; 2025Q2: 92,781 shares; 2025Q3: 95,962 shares; 2025Q4: 98,567 shares; 2026Q1: 99,915 shares; 2026Q2: 112,404 shares 112,404 $2.31M 0.04% +12,489 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: not reported; 2024Q4: 6,670 shares; 2025Q1: 7,663 shares; 2025Q2: 9,084 shares; 2025Q3: not reported; 2025Q4: 10,262 shares; 2026Q1: 10,143 shares; 2026Q2: 10,031 shares 10,031 $2.28M 0.04% -112 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,963 shares; 2024Q4: 16,798 shares; 2025Q1: 16,286 shares; 2025Q2: 18,898 shares; 2025Q3: not reported; 2025Q4: 24,290 shares; 2026Q1: 27,433 shares; 2026Q2: 39,485 shares 39,485 $2.28M 0.04% +12,052 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: 2,247 shares; 2024Q4: 2,292 shares; 2025Q1: 2,123 shares; 2025Q2: 3,705 shares; 2025Q3: 4,135 shares; 2025Q4: 4,984 shares; 2026Q1: 8,165 shares; 2026Q2: 11,240 shares 11,240 $2.25M 0.04% +3,075 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,989 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,186 shares; 2026Q2: 14,614 shares 14,614 $2.25M 0.04% +428 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,446 shares; 2024Q4: 40,747 shares; 2025Q1: 46,345 shares; 2025Q2: 47,515 shares; 2025Q3: 59,356 shares; 2025Q4: 71,067 shares; 2026Q1: 67,695 shares; 2026Q2: 76,613 shares 76,613 $2.25M 0.04% +8,918 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,538 shares; 2025Q3: 12,522 shares; 2025Q4: 78,020 shares; 2026Q1: 24,426 shares; 2026Q2: 27,782 shares 27,782 $2.25M 0.04% +3,356 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,148 shares; 2026Q2: 74,438 shares 74,438 $2.25M 0.04% +6,290 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,960 shares 36,960 $2.23M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,940 shares 26,940 $2.18M 0.04% new Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME 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: 169,496 shares; 2026Q1: 169,996 shares; 2026Q2: 169,996 shares 169,996 $2.16M 0.04% 0 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: 5,465 shares; 2024Q4: 7,384 shares; 2025Q1: 8,231 shares; 2025Q2: 7,624 shares; 2025Q3: 7,189 shares; 2025Q4: 7,158 shares; 2026Q1: 7,931 shares; 2026Q2: 15,610 shares 15,610 $2.15M 0.04% +7,679 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,132 shares; 2024Q4: 36,319 shares; 2025Q1: 37,039 shares; 2025Q2: 35,755 shares; 2025Q3: 29,094 shares; 2025Q4: 18,838 shares; 2026Q1: 13,137 shares; 2026Q2: 12,183 shares 12,183 $2.14M 0.04% -954 Timeline BSCX 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: 51,710 shares; 2024Q4: 55,085 shares; 2025Q1: 81,682 shares; 2025Q2: 87,194 shares; 2025Q3: 90,280 shares; 2025Q4: 91,946 shares; 2026Q1: 93,284 shares; 2026Q2: 101,642 shares 101,642 $2.14M 0.04% +8,358 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,531 shares 42,531 $2.13M 0.04% new 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: 58,963 shares; 2024Q4: 14,240 shares; 2025Q1: 12,052 shares; 2025Q2: 15,063 shares; 2025Q3: not reported; 2025Q4: 16,366 shares; 2026Q1: 18,989 shares; 2026Q2: 20,329 shares 20,329 $2.1M 0.04% +1,340 Timeline VRP 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: 118,812 shares; 2024Q4: 97,818 shares; 2025Q1: 101,192 shares; 2025Q2: 88,519 shares; 2025Q3: 85,866 shares; 2025Q4: 79,500 shares; 2026Q1: 86,015 shares; 2026Q2: 85,900 shares 85,900 $2.09M 0.04% -115 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,545 shares; 2024Q4: 9,217 shares; 2025Q1: 9,229 shares; 2025Q2: 10,271 shares; 2025Q3: not reported; 2025Q4: 13,747 shares; 2026Q1: 15,648 shares; 2026Q2: 18,859 shares 18,859 $2.09M 0.04% +3,211 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,099 shares; 2024Q4: 2,082 shares; 2025Q1: 3,045 shares; 2025Q2: 2,684 shares; 2025Q3: not reported; 2025Q4: 2,550 shares; 2026Q1: 4,105 shares; 2026Q2: 5,750 shares 5,750 $2.08M 0.04% +1,645 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,762 shares; 2024Q4: 68,582 shares; 2025Q1: 86,274 shares; 2025Q2: 91,113 shares; 2025Q3: 95,208 shares; 2025Q4: 104,281 shares; 2026Q1: 108,703 shares; 2026Q2: 92,562 shares 92,562 $2.06M 0.04% -16,141 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,660 shares; 2024Q4: 4,177 shares; 2025Q1: 4,200 shares; 2025Q2: 4,145 shares; 2025Q3: 4,145 shares; 2025Q4: 4,147 shares; 2026Q1: 7,191 shares; 2026Q2: 8,296 shares 8,296 $2.04M 0.04% +1,105 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,322 shares; 2025Q1: 2,866 shares; 2025Q2: 3,181 shares; 2025Q3: 2,706 shares; 2025Q4: 3,083 shares; 2026Q1: 4,187 shares; 2026Q2: 5,588 shares 5,588 $2.04M 0.04% +1,401 Timeline BOTZ 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: 22,353 shares; 2024Q4: 17,311 shares; 2025Q1: 9,988 shares; 2025Q2: 9,116 shares; 2025Q3: 7,777 shares; 2025Q4: 7,053 shares; 2026Q1: 53,097 shares; 2026Q2: 53,300 shares 53,300 $2.02M 0.04% +203 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: 2,243 shares; 2024Q4: 2,414 shares; 2025Q1: 2,840 shares; 2025Q2: 2,322 shares; 2025Q3: 2,532 shares; 2025Q4: 3,422 shares; 2026Q1: 5,254 shares; 2026Q2: 7,457 shares 7,457 $2.02M 0.04% +2,203 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: 16,563 shares; 2024Q4: 16,925 shares; 2025Q1: 18,298 shares; 2025Q2: 17,477 shares; 2025Q3: 19,801 shares; 2025Q4: 17,458 shares; 2026Q1: 19,443 shares; 2026Q2: 20,822 shares 20,822 $2M 0.04% +1,379 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: 1,226 shares; 2024Q4: 1,140 shares; 2025Q1: 1,165 shares; 2025Q2: 2,153 shares; 2025Q3: 1,264 shares; 2025Q4: 3,343 shares; 2026Q1: 3,446 shares; 2026Q2: 4,036 shares 4,036 $2M 0.04% +590 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: 5,372 shares; 2024Q4: 4,298 shares; 2025Q1: 4,304 shares; 2025Q2: 5,018 shares; 2025Q3: 10,298 shares; 2025Q4: 5,514 shares; 2026Q1: 9,027 shares; 2026Q2: 19,180 shares 19,180 $1.99M 0.04% +10,153 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,805 shares; 2024Q4: 1,611 shares; 2025Q1: 1,657 shares; 2025Q2: 1,764 shares; 2025Q3: not reported; 2025Q4: 1,922 shares; 2026Q1: 2,760 shares; 2026Q2: 3,112 shares 3,112 $1.97M 0.04% +352 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: 4,059 shares; 2024Q4: 4,098 shares; 2025Q1: 3,539 shares; 2025Q2: 2,961 shares; 2025Q3: 4,388 shares; 2025Q4: 20,348 shares; 2026Q1: 9,495 shares; 2026Q2: 19,881 shares 19,881 $1.97M 0.04% +10,386 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: 5,801 shares; 2024Q4: 5,612 shares; 2025Q1: 5,612 shares; 2025Q2: 5,160 shares; 2025Q3: 5,179 shares; 2025Q4: 5,189 shares; 2026Q1: 6,706 shares; 2026Q2: 8,116 shares 8,116 $1.97M 0.04% +1,410 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,280 shares 18,280 $1.88M 0.03% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,972 shares; 2024Q4: 8,616 shares; 2025Q1: 14,023 shares; 2025Q2: 11,388 shares; 2025Q3: 13,356 shares; 2025Q4: 10,118 shares; 2026Q1: 13,278 shares; 2026Q2: 15,616 shares 15,616 $1.86M 0.03% +2,338 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO 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: 17,440 shares 17,440 $1.84M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,035 shares; 2025Q2: 17,781 shares; 2025Q3: 24,122 shares; 2025Q4: 24,056 shares; 2026Q1: 18,101 shares; 2026Q2: 19,689 shares 19,689 $1.81M 0.03% +1,588 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,581 shares; 2025Q3: 16,439 shares; 2025Q4: 23,094 shares; 2026Q1: 35,142 shares; 2026Q2: 37,839 shares 37,839 $1.8M 0.03% +2,697 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS 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: 60,825 shares 60,825 $1.8M 0.03% new 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: 41,208 shares; 2024Q4: 58,412 shares; 2025Q1: 58,650 shares; 2025Q2: 58,604 shares; 2025Q3: 58,758 shares; 2025Q4: 42,244 shares; 2026Q1: 41,445 shares; 2026Q2: 35,378 shares 35,378 $1.79M 0.03% -6,067 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: 16,521 shares; 2024Q4: 74,420 shares; 2025Q1: 77,889 shares; 2025Q2: 79,752 shares; 2025Q3: 79,698 shares; 2025Q4: 62,526 shares; 2026Q1: 59,609 shares; 2026Q2: 60,288 shares 60,288 $1.75M 0.03% +679 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,040 shares; 2024Q4: 49,070 shares; 2025Q1: 60,686 shares; 2025Q2: 66,205 shares; 2025Q3: 92,702 shares; 2025Q4: 57,461 shares; 2026Q1: 95,457 shares; 2026Q2: 94,125 shares 94,125 $1.74M 0.03% -1,332 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: 17,513 shares; 2024Q4: 16,445 shares; 2025Q1: 16,820 shares; 2025Q2: 17,061 shares; 2025Q3: 14,890 shares; 2025Q4: 15,216 shares; 2026Q1: 13,018 shares; 2026Q2: 16,796 shares 16,796 $1.72M 0.03% +3,778 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: 10,278 shares; 2024Q4: 9,501 shares; 2025Q1: 10,645 shares; 2025Q2: 11,679 shares; 2025Q3: 16,219 shares; 2025Q4: 14,723 shares; 2026Q1: 18,347 shares; 2026Q2: 17,700 shares 17,700 $1.71M 0.03% -647 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: 6,367 shares; 2024Q4: 2,573 shares; 2025Q1: 2,782 shares; 2025Q2: 2,583 shares; 2025Q3: 3,376 shares; 2025Q4: 5,014 shares; 2026Q1: 6,929 shares; 2026Q2: 8,871 shares 8,871 $1.69M 0.03% +1,942 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: 3,375 shares; 2024Q4: 3,721 shares; 2025Q1: 3,759 shares; 2025Q2: 3,853 shares; 2025Q3: 4,560 shares; 2025Q4: 4,020 shares; 2026Q1: 4,888 shares; 2026Q2: 7,419 shares 7,419 $1.68M 0.03% +2,531 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: 3,905 shares; 2024Q4: 3,893 shares; 2025Q1: 4,375 shares; 2025Q2: 5,057 shares; 2025Q3: 5,270 shares; 2025Q4: 5,498 shares; 2026Q1: 7,416 shares; 2026Q2: 7,481 shares 7,481 $1.67M 0.03% +65 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,059 shares; 2025Q3: 17,881 shares; 2025Q4: 17,847 shares; 2026Q1: 42,632 shares; 2026Q2: 45,278 shares 45,278 $1.66M 0.03% +2,646 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,298 shares; 2026Q2: 29,803 shares 29,803 $1.64M 0.03% +2,505 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: 2,968 shares; 2025Q4: 2,833 shares; 2026Q1: 2,393 shares; 2026Q2: 2,558 shares 2,558 $1.63M 0.03% +165 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,873 shares; 2026Q1: 3,234 shares; 2026Q2: 8,066 shares 8,066 $1.63M 0.03% +4,832 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 3,114 shares; 2025Q4: 3,890 shares; 2026Q1: 13,852 shares; 2026Q2: 14,476 shares 14,476 $1.63M 0.03% +624 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: 7,311 shares 7,311 $1.62M 0.03% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,703 shares; 2024Q4: 14,703 shares; 2025Q1: 14,703 shares; 2025Q2: 14,703 shares; 2025Q3: 14,703 shares; 2025Q4: 14,703 shares; 2026Q1: 14,703 shares; 2026Q2: 15,173 shares 15,173 $1.61M 0.03% +470 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: 3,066 shares; 2025Q3: 4,595 shares; 2025Q4: 5,057 shares; 2026Q1: 5,409 shares; 2026Q2: 5,968 shares 5,968 $1.6M 0.03% +559 Timeline BSCY 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: not reported; 2024Q4: not reported; 2025Q1: 36,229 shares; 2025Q2: 70,769 shares; 2025Q3: 73,824 shares; 2025Q4: 67,800 shares; 2026Q1: 72,148 shares; 2026Q2: 77,526 shares 77,526 $1.6M 0.03% +5,378 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: 8,153 shares; 2024Q4: 8,842 shares; 2025Q1: 9,773 shares; 2025Q2: 10,231 shares; 2025Q3: not reported; 2025Q4: 21,950 shares; 2026Q1: 30,534 shares; 2026Q2: 33,586 shares 33,586 $1.6M 0.03% +3,052 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,026 shares; 2025Q3: 11,029 shares; 2025Q4: 11,520 shares; 2026Q1: 17,272 shares; 2026Q2: 17,052 shares 17,052 $1.59M 0.03% -220 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: 1,596 shares; 2024Q4: 1,276 shares; 2025Q1: 1,244 shares; 2025Q2: 1,521 shares; 2025Q3: not reported; 2025Q4: 1,831 shares; 2026Q1: 2,357 shares; 2026Q2: 2,222 shares 2,222 $1.59M 0.03% -135 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: 7,076 shares 7,076 $1.58M 0.03% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,366 shares; 2024Q4: 5,111 shares; 2025Q1: 4,902 shares; 2025Q2: 4,845 shares; 2025Q3: 6,362 shares; 2025Q4: 4,201 shares; 2026Q1: 16,487 shares; 2026Q2: 17,385 shares 17,385 $1.58M 0.03% +898 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: 5,755 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,306 shares; 2026Q1: 8,396 shares; 2026Q2: 16,695 shares 16,695 $1.56M 0.03% +8,299 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,109 shares; 2024Q4: 29,775 shares; 2025Q1: 30,913 shares; 2025Q2: 80,585 shares; 2025Q3: 64,330 shares; 2025Q4: 63,816 shares; 2026Q1: 82,152 shares; 2026Q2: 87,197 shares 87,197 $1.56M 0.03% +5,045 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: 3,138 shares; 2024Q4: 3,013 shares; 2025Q1: 3,254 shares; 2025Q2: 3,455 shares; 2025Q3: 3,766 shares; 2025Q4: 4,641 shares; 2026Q1: 6,658 shares; 2026Q2: 9,958 shares 9,958 $1.56M 0.03% +3,300 Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,500 shares; 2024Q4: 46,000 shares; 2025Q1: 147,600 shares; 2025Q2: 145,652 shares; 2025Q3: 48,397 shares; 2025Q4: 57,197 shares; 2026Q1: 49,322 shares; 2026Q2: 44,370 shares 44,370 $1.54M 0.03% -4,952 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: 7,099 shares; 2024Q4: 14,186 shares; 2025Q1: 11,936 shares; 2025Q2: 10,035 shares; 2025Q3: 9,174 shares; 2025Q4: 9,576 shares; 2026Q1: 9,962 shares; 2026Q2: 10,161 shares 10,161 $1.54M 0.03% +199 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,505 shares; 2024Q4: 48,040 shares; 2025Q1: 83,290 shares; 2025Q2: 85,148 shares; 2025Q3: 86,406 shares; 2025Q4: 85,464 shares; 2026Q1: 64,797 shares; 2026Q2: 68,987 shares 68,987 $1.54M 0.03% +4,190 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,404 shares; 2024Q4: 8,306 shares; 2025Q1: 4,449 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,611 shares; 2026Q1: 12,735 shares; 2026Q2: 30,404 shares 30,404 $1.54M 0.03% +17,669 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,909 shares; 2024Q4: 276,082 shares; 2025Q1: 273,300 shares; 2025Q2: 239,778 shares; 2025Q3: 197,035 shares; 2025Q4: 154,323 shares; 2026Q1: 114,961 shares; 2026Q2: 93,898 shares 93,898 $1.54M 0.03% -21,063 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,802 shares; 2024Q4: 2,036 shares; 2025Q1: 2,713 shares; 2025Q2: 5,585 shares; 2025Q3: 7,035 shares; 2025Q4: 8,116 shares; 2026Q1: 10,200 shares; 2026Q2: 12,184 shares 12,184 $1.5M 0.03% +1,984 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,139 shares 20,139 $1.49M 0.03% new 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: 5,781 shares; 2024Q4: 5,538 shares; 2025Q1: 5,394 shares; 2025Q2: 7,153 shares; 2025Q3: not reported; 2025Q4: 14,047 shares; 2026Q1: 13,247 shares; 2026Q2: 16,170 shares 16,170 $1.48M 0.03% +2,923 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY 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: 137,129 shares; 2026Q2: 137,964 shares 137,964 $1.47M 0.03% +835 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 869 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,060 shares; 2026Q1: 2,145 shares; 2026Q2: 4,141 shares 4,141 $1.47M 0.03% +1,996 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK 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: 31,636 shares 31,636 $1.46M 0.03% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,475 shares; 2024Q4: 7,727 shares; 2025Q1: 7,708 shares; 2025Q2: 7,290 shares; 2025Q3: 12,740 shares; 2025Q4: 15,127 shares; 2026Q1: 19,965 shares; 2026Q2: 23,419 shares 23,419 $1.45M 0.03% +3,454 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: 21,570 shares; 2024Q4: 19,368 shares; 2025Q1: 19,213 shares; 2025Q2: 18,492 shares; 2025Q3: 18,492 shares; 2025Q4: 18,522 shares; 2026Q1: 20,362 shares; 2026Q2: 21,112 shares 21,112 $1.44M 0.03% +750 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: 3,332 shares; 2024Q4: 5,657 shares; 2025Q1: 1,989 shares; 2025Q2: 2,032 shares; 2025Q3: 3,042 shares; 2025Q4: 4,715 shares; 2026Q1: 6,611 shares; 2026Q2: 9,528 shares 9,528 $1.44M 0.03% +2,917 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: 6,781 shares; 2024Q4: 10,973 shares; 2025Q1: 9,930 shares; 2025Q2: 11,518 shares; 2025Q3: 10,196 shares; 2025Q4: 12,684 shares; 2026Q1: 15,173 shares; 2026Q2: 14,906 shares 14,906 $1.43M 0.03% -267 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: 5,650 shares; 2024Q4: 5,115 shares; 2025Q1: 4,420 shares; 2025Q2: 3,893 shares; 2025Q3: 2,886 shares; 2025Q4: 2,299 shares; 2026Q1: 2,047 shares; 2026Q2: 8,655 shares 8,655 $1.42M 0.03% +6,608 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,807 shares; 2025Q1: 1,831 shares; 2025Q2: 2,540 shares; 2025Q3: 2,720 shares; 2025Q4: 3,147 shares; 2026Q1: 3,360 shares; 2026Q2: 3,409 shares 3,409 $1.42M 0.03% +49 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: 24,901 shares; 2024Q4: 27,905 shares; 2025Q1: 28,691 shares; 2025Q2: 66,624 shares; 2025Q3: 68,911 shares; 2025Q4: 68,673 shares; 2026Q1: 82,539 shares; 2026Q2: 101,575 shares 101,575 $1.41M 0.03% +19,036 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: 1,829 shares; 2024Q4: 1,566 shares; 2025Q1: 1,544 shares; 2025Q2: 1,680 shares; 2025Q3: 1,936 shares; 2025Q4: 2,119 shares; 2026Q1: 2,148 shares; 2026Q2: 2,770 shares 2,770 $1.41M 0.03% +622 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,160 shares; 2025Q2: 2,295 shares; 2025Q3: 2,389 shares; 2025Q4: 12,475 shares; 2026Q1: 12,975 shares; 2026Q2: 12,931 shares 12,931 $1.41M 0.03% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,789 shares; 2025Q4: not reported; 2026Q1: 15,196 shares; 2026Q2: 14,951 shares 14,951 $1.4M 0.03% -245 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: 11,521 shares; 2024Q4: 12,326 shares; 2025Q1: 11,860 shares; 2025Q2: 13,126 shares; 2025Q3: 14,137 shares; 2025Q4: 14,380 shares; 2026Q1: 16,687 shares; 2026Q2: 18,106 shares 18,106 $1.4M 0.03% +1,419 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: 8,083 shares 8,083 $1.38M 0.03% new 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: 15,100 shares; 2025Q1: 7,542 shares; 2025Q2: 18,354 shares; 2025Q3: 39,411 shares; 2025Q4: 40,121 shares; 2026Q1: 44,716 shares; 2026Q2: 46,837 shares 46,837 $1.37M 0.03% +2,121 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,766 shares; 2025Q3: 16,628 shares; 2025Q4: 16,902 shares; 2026Q1: 17,627 shares; 2026Q2: 21,214 shares 21,214 $1.36M 0.03% +3,587 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: 17,920 shares; 2024Q4: 20,435 shares; 2025Q1: 17,450 shares; 2025Q2: 22,677 shares; 2025Q3: 24,204 shares; 2025Q4: 22,137 shares; 2026Q1: 21,764 shares; 2026Q2: 23,413 shares 23,413 $1.35M 0.02% +1,649 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,163 shares; 2024Q4: 48,782 shares; 2025Q1: 43,585 shares; 2025Q2: 45,882 shares; 2025Q3: 50,907 shares; 2025Q4: 90,729 shares; 2026Q1: 107,635 shares; 2026Q2: 80,453 shares 80,453 $1.34M 0.02% -27,182 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,220 shares; 2026Q1: 6,428 shares; 2026Q2: 8,217 shares 8,217 $1.34M 0.02% +1,789 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,436 shares; 2024Q4: 84,889 shares; 2025Q1: 77,302 shares; 2025Q2: 74,052 shares; 2025Q3: 55,087 shares; 2025Q4: 52,199 shares; 2026Q1: 41,787 shares; 2026Q2: 36,716 shares 36,716 $1.34M 0.02% -5,071 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,351 shares; 2025Q1: 2,431 shares; 2025Q2: 1,984 shares; 2025Q3: 7,504 shares; 2025Q4: 7,197 shares; 2026Q1: 7,131 shares; 2026Q2: 9,149 shares 9,149 $1.34M 0.02% +2,018 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,436 shares; 2024Q4: 254,693 shares; 2025Q1: 273,829 shares; 2025Q2: 280,175 shares; 2025Q3: 278,968 shares; 2025Q4: 281,500 shares; 2026Q1: 35,415 shares; 2026Q2: 26,573 shares 26,573 $1.33M 0.02% -8,842 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: 1,938 shares; 2024Q4: 2,698 shares; 2025Q1: 3,413 shares; 2025Q2: 3,496 shares; 2025Q3: 4,329 shares; 2025Q4: 4,979 shares; 2026Q1: 6,560 shares; 2026Q2: 5,976 shares 5,976 $1.32M 0.02% -584 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS 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: 951 shares; 2025Q4: 957 shares; 2026Q1: 2,090 shares; 2026Q2: 2,281 shares 2,281 $1.32M 0.02% +191 Timeline BSJT 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: 27,615 shares; 2024Q4: 31,927 shares; 2025Q1: 37,043 shares; 2025Q2: 37,963 shares; 2025Q3: 37,443 shares; 2025Q4: 83,662 shares; 2026Q1: 59,931 shares; 2026Q2: 62,312 shares 62,312 $1.32M 0.02% +2,381 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,419 shares; 2025Q4: not reported; 2026Q1: 30,169 shares; 2026Q2: 30,341 shares 30,341 $1.31M 0.02% +172 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: 4,959 shares; 2024Q4: 5,037 shares; 2025Q1: 4,837 shares; 2025Q2: 5,405 shares; 2025Q3: 6,391 shares; 2025Q4: 7,187 shares; 2026Q1: 9,215 shares; 2026Q2: 11,750 shares 11,750 $1.31M 0.02% +2,535 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103,460 shares 103,460 $1.31M 0.02% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,121 shares; 2024Q4: 212,213 shares; 2025Q1: 241,953 shares; 2025Q2: 60,519 shares; 2025Q3: not reported; 2025Q4: 33,373 shares; 2026Q1: 31,149 shares; 2026Q2: 33,015 shares 33,015 $1.3M 0.02% +1,866 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: not reported; 2024Q4: 10,396 shares; 2025Q1: 10,008 shares; 2025Q2: 9,344 shares; 2025Q3: 9,448 shares; 2025Q4: 10,309 shares; 2026Q1: 11,347 shares; 2026Q2: 13,742 shares 13,742 $1.3M 0.02% +2,395 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 341 shares; 2026Q1: 1,180 shares; 2026Q2: 2,079 shares 2,079 $1.3M 0.02% +899 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,092 shares 37,092 $1.29M 0.02% new Timeline AMDL GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 12,700 shares; 2025Q3: 12,700 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares; 2026Q2: 15,300 shares 15,300 $1.27M 0.02% -1,700 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,838 shares; 2025Q2: 49,838 shares; 2025Q3: 48,808 shares; 2025Q4: 46,932 shares; 2026Q1: 48,059 shares; 2026Q2: 48,119 shares 48,119 $1.26M 0.02% +60 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: not reported; 2024Q4: 3,100 shares; 2025Q1: 3,073 shares; 2025Q2: 3,218 shares; 2025Q3: not reported; 2025Q4: 5,868 shares; 2026Q1: 8,180 shares; 2026Q2: 8,704 shares 8,704 $1.26M 0.02% +524 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 2,645 shares; 2025Q1: 2,685 shares; 2025Q2: 3,288 shares; 2025Q3: not reported; 2025Q4: 5,689 shares; 2026Q1: 7,767 shares; 2026Q2: 8,711 shares 8,711 $1.25M 0.02% +944 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: not reported; 2024Q4: 536 shares; 2025Q1: 533 shares; 2025Q2: 837 shares; 2025Q3: 1,060 shares; 2025Q4: 1,644 shares; 2026Q1: 2,026 shares; 2026Q2: 2,397 shares 2,397 $1.24M 0.02% +371 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,713 shares; 2024Q4: 179,449 shares; 2025Q1: 183,809 shares; 2025Q2: 170,492 shares; 2025Q3: 171,016 shares; 2025Q4: 125,392 shares; 2026Q1: 72,829 shares; 2026Q2: 53,906 shares 53,906 $1.24M 0.02% -18,923 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,361 shares; 2025Q4: 8,481 shares; 2026Q1: 7,888 shares; 2026Q2: 9,028 shares 9,028 $1.24M 0.02% +1,140 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,861 shares; 2024Q4: 2,007 shares; 2025Q1: 1,796 shares; 2025Q2: 2,600 shares; 2025Q3: 3,098 shares; 2025Q4: 2,683 shares; 2026Q1: 3,309 shares; 2026Q2: 3,489 shares 3,489 $1.24M 0.02% +180 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,264 shares; 2024Q4: 2,349 shares; 2025Q1: 2,536 shares; 2025Q2: 2,600 shares; 2025Q3: not reported; 2025Q4: 3,499 shares; 2026Q1: 3,819 shares; 2026Q2: 6,840 shares 6,840 $1.23M 0.02% +3,021 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,260 shares; 2024Q4: 10,009 shares; 2025Q1: 9,382 shares; 2025Q2: 9,169 shares; 2025Q3: 9,376 shares; 2025Q4: 9,436 shares; 2026Q1: 12,477 shares; 2026Q2: 16,106 shares 16,106 $1.22M 0.02% +3,629 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,917 shares; 2025Q4: not reported; 2026Q1: 98,875 shares; 2026Q2: 67,601 shares 67,601 $1.21M 0.02% -31,274 Timeline JVAL 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: 77,976 shares; 2024Q4: 56,693 shares; 2025Q1: 32,076 shares; 2025Q2: 23,278 shares; 2025Q3: 22,245 shares; 2025Q4: 18,042 shares; 2026Q1: 20,817 shares; 2026Q2: 20,428 shares 20,428 $1.2M 0.02% -389 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,075 shares; 2024Q4: 7,075 shares; 2025Q1: 7,075 shares; 2025Q2: 7,075 shares; 2025Q3: 14,251 shares; 2025Q4: 8,510 shares; 2026Q1: 11,897 shares; 2026Q2: 11,547 shares 11,547 $1.19M 0.02% -350 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,212 shares 23,212 $1.19M 0.02% new 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: not reported; 2024Q4: 7,391 shares; 2025Q1: 7,478 shares; 2025Q2: 11,146 shares; 2025Q3: 11,522 shares; 2025Q4: 11,426 shares; 2026Q1: 30,229 shares; 2026Q2: 23,725 shares 23,725 $1.18M 0.02% -6,504 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,041 shares; 2026Q1: 1,498 shares; 2026Q2: 2,405 shares 2,405 $1.18M 0.02% +907 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: not reported; 2024Q4: 4,890 shares; 2025Q1: not reported; 2025Q2: 8,526 shares; 2025Q3: 11,609 shares; 2025Q4: 10,707 shares; 2026Q1: 14,192 shares; 2026Q2: 19,421 shares 19,421 $1.17M 0.02% +5,229 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC 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: 146,016 shares; 2025Q4: not reported; 2026Q1: 161,646 shares; 2026Q2: 137,608 shares 137,608 $1.17M 0.02% -24,038 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 50,025 shares; 2026Q2: 50,000 shares 50,000 $1.17M 0.02% -25 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: 1,202 shares; 2024Q4: 3,457 shares; 2025Q1: 3,308 shares; 2025Q2: 5,830 shares; 2025Q3: 5,684 shares; 2025Q4: 3,200 shares; 2026Q1: 3,307 shares; 2026Q2: 5,498 shares 5,498 $1.17M 0.02% +2,191 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: 8,712 shares; 2024Q4: 24,628 shares; 2025Q1: 19,439 shares; 2025Q2: 18,148 shares; 2025Q3: 18,452 shares; 2025Q4: 20,365 shares; 2026Q1: 20,884 shares; 2026Q2: 32,246 shares 32,246 $1.17M 0.02% +11,362 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,841 shares; 2025Q3: 3,018 shares; 2025Q4: 3,489 shares; 2026Q1: 4,123 shares; 2026Q2: 4,548 shares 4,548 $1.16M 0.02% +425 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: 57,922 shares; 2024Q4: 55,481 shares; 2025Q1: 33,339 shares; 2025Q2: 30,234 shares; 2025Q3: 25,430 shares; 2025Q4: 23,445 shares; 2026Q1: 11,605 shares; 2026Q2: 10,780 shares 10,780 $1.16M 0.02% -825 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,286 shares; 2025Q3: 6,044 shares; 2025Q4: 11,014 shares; 2026Q1: 15,280 shares; 2026Q2: 15,412 shares 15,412 $1.16M 0.02% +132 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,941 shares; 2025Q3: 8,962 shares; 2025Q4: 10,086 shares; 2026Q1: 10,703 shares; 2026Q2: 11,539 shares 11,539 $1.16M 0.02% +836 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,000 shares 7,000 $1.15M 0.02% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,118 shares; 2025Q4: 7,075 shares; 2026Q1: 9,030 shares; 2026Q2: 6,175 shares 6,175 $1.14M 0.02% -2,855 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA 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: 31,121 shares; 2026Q2: 31,406 shares 31,406 $1.14M 0.02% +285 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,424 shares; 2024Q4: 3,247 shares; 2025Q1: 3,628 shares; 2025Q2: 3,915 shares; 2025Q3: 5,259 shares; 2025Q4: 4,885 shares; 2026Q1: 4,519 shares; 2026Q2: 4,757 shares 4,757 $1.14M 0.02% +238 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: 963 shares; 2024Q4: not reported; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 902 shares; 2025Q4: 2,250 shares; 2026Q1: 909 shares; 2026Q2: 3,776 shares 3,776 $1.13M 0.02% +2,867 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: 10,540 shares; 2024Q4: 36,578 shares; 2025Q1: 19,433 shares; 2025Q2: 21,298 shares; 2025Q3: 19,736 shares; 2025Q4: 23,210 shares; 2026Q1: 29,006 shares; 2026Q2: 40,555 shares 40,555 $1.12M 0.02% +11,549 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: 9,922 shares; 2024Q4: 5,815 shares; 2025Q1: not reported; 2025Q2: 2,014 shares; 2025Q3: not reported; 2025Q4: 5,317 shares; 2026Q1: 5,365 shares; 2026Q2: 6,446 shares 6,446 $1.12M 0.02% +1,081 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: 1,664 shares; 2024Q4: not reported; 2025Q1: 2,078 shares; 2025Q2: 3,992 shares; 2025Q3: 6,308 shares; 2025Q4: 5,731 shares; 2026Q1: 5,757 shares; 2026Q2: 6,903 shares 6,903 $1.12M 0.02% +1,146 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: 1,565 shares; 2024Q4: 1,988 shares; 2025Q1: 2,343 shares; 2025Q2: 2,467 shares; 2025Q3: 5,999 shares; 2025Q4: 7,255 shares; 2026Q1: 7,890 shares; 2026Q2: 8,551 shares 8,551 $1.12M 0.02% +661 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: not reported; 2024Q4: not reported; 2025Q1: 4,106 shares; 2025Q2: 5,299 shares; 2025Q3: 8,051 shares; 2025Q4: 6,427 shares; 2026Q1: 6,312 shares; 2026Q2: 7,184 shares 7,184 $1.1M 0.02% +872 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,020 shares; 2024Q4: 9,969 shares; 2025Q1: 10,333 shares; 2025Q2: 10,459 shares; 2025Q3: not reported; 2025Q4: 10,094 shares; 2026Q1: 10,520 shares; 2026Q2: 11,136 shares 11,136 $1.1M 0.02% +616 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: 9,295 shares; 2024Q4: 9,316 shares; 2025Q1: 9,284 shares; 2025Q2: 9,620 shares; 2025Q3: 10,228 shares; 2025Q4: 10,337 shares; 2026Q1: 11,640 shares; 2026Q2: 13,070 shares 13,070 $1.09M 0.02% +1,430 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES 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: 34,186 shares; 2026Q1: 27,620 shares; 2026Q2: 31,545 shares 31,545 $1.09M 0.02% +3,925 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,657 shares; 2025Q3: 5,919 shares; 2025Q4: 6,632 shares; 2026Q1: 18,930 shares; 2026Q2: 20,435 shares 20,435 $1.09M 0.02% +1,505 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,586 shares; 2026Q2: 14,560 shares 14,560 $1.09M 0.02% +10,974 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: 1,889 shares; 2025Q4: 1,996 shares; 2026Q1: 1,748 shares; 2026Q2: 2,226 shares 2,226 $1.08M 0.02% +478 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 1,406 shares; 2026Q1: 1,829 shares; 2026Q2: 2,140 shares 2,140 $1.06M 0.02% +311 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 2,713 shares; 2025Q4: 2,809 shares; 2026Q1: 5,079 shares; 2026Q2: 5,050 shares 5,050 $1.05M 0.02% -29 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,149 shares; 2025Q3: 21,764 shares; 2025Q4: 25,491 shares; 2026Q1: 29,662 shares; 2026Q2: 27,444 shares 27,444 $1.05M 0.02% -2,218 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: not reported; 2024Q4: 3,716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,357 shares; 2026Q1: 16,409 shares; 2026Q2: 15,559 shares 15,559 $1.05M 0.02% -850 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: not reported; 2024Q4: not reported; 2025Q1: 891 shares; 2025Q2: 834 shares; 2025Q3: not reported; 2025Q4: 726 shares; 2026Q1: 2,154 shares; 2026Q2: 2,717 shares 2,717 $1.05M 0.02% +563 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,673 shares; 2025Q3: 6,933 shares; 2025Q4: 7,673 shares; 2026Q1: 9,649 shares; 2026Q2: 10,912 shares 10,912 $1.05M 0.02% +1,263 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: 821 shares; 2025Q2: 1,857 shares; 2025Q3: 3,618 shares; 2025Q4: 3,847 shares; 2026Q1: 3,223 shares; 2026Q2: 4,023 shares 4,023 $1.05M 0.02% +800 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,308 shares; 2025Q3: 5,313 shares; 2025Q4: 6,125 shares; 2026Q1: 8,216 shares; 2026Q2: 12,840 shares 12,840 $1.04M 0.02% +4,624 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,587 shares; 2026Q1: 4,501 shares; 2026Q2: 6,094 shares 6,094 $1.04M 0.02% +1,593 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: 2,060 shares; 2024Q4: 1,875 shares; 2025Q1: 2,508 shares; 2025Q2: 2,721 shares; 2025Q3: 2,688 shares; 2025Q4: 2,864 shares; 2026Q1: 2,883 shares; 2026Q2: 3,132 shares 3,132 $1.03M 0.02% +249 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares; 2026Q1: 2,694 shares; 2026Q2: 4,313 shares 4,313 $1.03M 0.02% +1,619 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779 shares; 2026Q1: 875 shares; 2026Q2: 1,354 shares 1,354 $1.03M 0.02% +479 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR 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: 19,000 shares; 2026Q1: 19,000 shares; 2026Q2: 19,000 shares 19,000 $1.02M 0.02% 0 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: not reported; 2024Q4: 1,922 shares; 2025Q1: 2,131 shares; 2025Q2: 2,253 shares; 2025Q3: 3,312 shares; 2025Q4: 4,788 shares; 2026Q1: 5,101 shares; 2026Q2: 7,131 shares 7,131 $1.02M 0.02% +2,030 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,969 shares; 2024Q4: 16,796 shares; 2025Q1: 23,142 shares; 2025Q2: 20,962 shares; 2025Q3: 20,213 shares; 2025Q4: 28,498 shares; 2026Q1: 19,821 shares; 2026Q2: 19,580 shares 19,580 $1.02M 0.02% -241 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,608 shares; 2024Q4: 10,610 shares; 2025Q1: 10,670 shares; 2025Q2: 11,570 shares; 2025Q3: 11,765 shares; 2025Q4: 6,473 shares; 2026Q1: 5,230 shares; 2026Q2: 7,998 shares 7,998 $1.01M 0.02% +2,768 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,703 shares; 2025Q4: 2,593 shares; 2026Q1: 2,741 shares; 2026Q2: 4,450 shares 4,450 $1.01M 0.02% +1,709 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: not reported; 2024Q4: not reported; 2025Q1: 7,854 shares; 2025Q2: 7,779 shares; 2025Q3: 7,857 shares; 2025Q4: 33,099 shares; 2026Q1: 27,586 shares; 2026Q2: 28,959 shares 28,959 $1.01M 0.02% +1,373 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,438 shares 3,438 $999K 0.02% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,024 shares; 2024Q4: 362 shares; 2025Q1: 871 shares; 2025Q2: 3,345 shares; 2025Q3: 2,861 shares; 2025Q4: 1,590 shares; 2026Q1: 4,466 shares; 2026Q2: 11,313 shares 11,313 $983K 0.02% +6,847 Timeline JBBB 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: 98,406 shares; 2025Q4: not reported; 2026Q1: 43,293 shares; 2026Q2: 20,745 shares 20,745 $982K 0.02% -22,548 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: 2,261 shares; 2025Q3: 1,885 shares; 2025Q4: 3,311 shares; 2026Q1: 2,282 shares; 2026Q2: 2,012 shares 2,012 $972K 0.02% -270 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,437 shares; 2024Q4: 2,307 shares; 2025Q1: not reported; 2025Q2: 4,028 shares; 2025Q3: 5,132 shares; 2025Q4: 5,645 shares; 2026Q1: 6,443 shares; 2026Q2: 7,055 shares 7,055 $968K 0.02% +612 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: 14,083 shares; 2024Q4: 15,108 shares; 2025Q1: 15,863 shares; 2025Q2: 15,470 shares; 2025Q3: 16,586 shares; 2025Q4: 15,375 shares; 2026Q1: 23,528 shares; 2026Q2: 28,903 shares 28,903 $962K 0.02% +5,375 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: 14,086 shares; 2024Q4: 17,160 shares; 2025Q1: 15,850 shares; 2025Q2: 19,226 shares; 2025Q3: 22,448 shares; 2025Q4: 22,965 shares; 2026Q1: 21,650 shares; 2026Q2: 12,281 shares 12,281 $961K 0.02% -9,369 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,439 shares; 2025Q4: 2,317 shares; 2026Q1: 2,661 shares; 2026Q2: 3,295 shares 3,295 $954K 0.02% +634 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,743 shares; 2024Q4: 50,549 shares; 2025Q1: 42,344 shares; 2025Q2: 36,452 shares; 2025Q3: 28,085 shares; 2025Q4: 23,790 shares; 2026Q1: 22,774 shares; 2026Q2: 20,321 shares 20,321 $952K 0.02% -2,453 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 3,348 shares; 2025Q4: 3,703 shares; 2026Q1: 5,705 shares; 2026Q2: 8,895 shares 8,895 $952K 0.02% +3,190 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,682 shares; 2026Q1: 12,682 shares; 2026Q2: 12,682 shares 12,682 $936K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,382 shares; 2024Q4: 7,657 shares; 2025Q1: 8,884 shares; 2025Q2: 14,026 shares; 2025Q3: 20,083 shares; 2025Q4: 15,372 shares; 2026Q1: 23,926 shares; 2026Q2: 21,654 shares 21,654 $935K 0.02% -2,272 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,547 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,301 shares 18,301 $933K 0.02% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,001 shares; 2025Q1: not reported; 2025Q2: 3,341 shares; 2025Q3: 3,261 shares; 2025Q4: 14,680 shares; 2026Q1: 15,692 shares; 2026Q2: 21,911 shares 21,911 $933K 0.02% +6,219 Timeline BSCZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,745 shares; 2026Q1: 37,010 shares; 2026Q2: 45,470 shares 45,470 $931K 0.02% +8,460 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: 1,109 shares; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 1,190 shares; 2025Q3: 1,087 shares; 2025Q4: 1,207 shares; 2026Q1: 2,655 shares; 2026Q2: 3,777 shares 3,777 $930K 0.02% +1,122 Timeline REET 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: 33,509 shares; 2026Q2: 33,472 shares 33,472 $924K 0.02% -37 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,577 shares; 2024Q4: 1,582 shares; 2025Q1: 1,582 shares; 2025Q2: 2,567 shares; 2025Q3: 4,122 shares; 2025Q4: 3,697 shares; 2026Q1: 3,215 shares; 2026Q2: 3,447 shares 3,447 $924K 0.02% +232 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 630 shares; 2026Q1: 708 shares; 2026Q2: 1,073 shares 1,073 $921K 0.02% +365 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: 6,753 shares 6,753 $916K 0.02% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,587 shares; 2025Q4: not reported; 2026Q1: 21,363 shares; 2026Q2: 22,765 shares 22,765 $914K 0.02% +1,402 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,267 shares; 2025Q1: 16,364 shares; 2025Q2: 44,894 shares; 2025Q3: 46,590 shares; 2025Q4: 55,716 shares; 2026Q1: 50,954 shares; 2026Q2: 66,109 shares 66,109 $912K 0.02% +15,155 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: 911 shares; 2024Q4: 753 shares; 2025Q1: 972 shares; 2025Q2: 1,200 shares; 2025Q3: 1,137 shares; 2025Q4: 1,755 shares; 2026Q1: 1,840 shares; 2026Q2: 2,674 shares 2,674 $911K 0.02% +834 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: not reported; 2024Q4: 279 shares; 2025Q1: 235 shares; 2025Q2: 457 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,674 shares; 2026Q2: 1,841 shares 1,841 $904K 0.02% +167 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 4,919 shares; 2025Q4: 11,238 shares; 2026Q1: 8,867 shares; 2026Q2: 9,029 shares 9,029 $899K 0.02% +162 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,012 shares; 2025Q3: 1,107 shares; 2025Q4: 1,760 shares; 2026Q1: 2,476 shares; 2026Q2: 3,058 shares 3,058 $892K 0.02% +582 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: not reported; 2025Q3: 5,338 shares; 2025Q4: 4,934 shares; 2026Q1: 5,104 shares; 2026Q2: 5,489 shares 5,489 $890K 0.02% +385 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,482 shares; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,657 shares; 2025Q3: 1,854 shares; 2025Q4: 1,861 shares; 2026Q1: 2,240 shares; 2026Q2: 2,918 shares 2,918 $880K 0.02% +678 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,364 shares; 2024Q4: 167,871 shares; 2025Q1: 298,548 shares; 2025Q2: 262,112 shares; 2025Q3: 242,862 shares; 2025Q4: 162,638 shares; 2026Q1: 103,158 shares; 2026Q2: 102,580 shares 102,580 $878K 0.02% -578 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: not reported; 2024Q4: 1,793 shares; 2025Q1: 1,959 shares; 2025Q2: 2,036 shares; 2025Q3: not reported; 2025Q4: 2,869 shares; 2026Q1: 4,440 shares; 2026Q2: 4,734 shares 4,734 $877K 0.02% +294 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: not reported; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: 1,042 shares; 2025Q3: not reported; 2025Q4: 1,522 shares; 2026Q1: 1,667 shares; 2026Q2: 2,335 shares 2,335 $876K 0.02% +668 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,478 shares; 2026Q2: 7,617 shares 7,617 $875K 0.02% +139 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,150 shares; 2026Q2: 3,092 shares 3,092 $869K 0.02% -1,058 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV 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: 28,153 shares; 2026Q1: 28,153 shares; 2026Q2: 28,643 shares 28,643 $863K 0.02% +490 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,488 shares; 2025Q4: 2,935 shares; 2026Q1: 3,618 shares; 2026Q2: 5,075 shares 5,075 $861K 0.02% +1,457 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,228 shares; 2025Q3: 6,352 shares; 2025Q4: 19,953 shares; 2026Q1: 15,100 shares; 2026Q2: 18,434 shares 18,434 $859K 0.02% +3,334 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: 6,119 shares; 2024Q4: 8,112 shares; 2025Q1: 8,828 shares; 2025Q2: 10,639 shares; 2025Q3: 10,411 shares; 2025Q4: 5,635 shares; 2026Q1: 6,628 shares; 2026Q2: 7,811 shares 7,811 $857K 0.02% +1,183 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: 7,030 shares; 2024Q4: 7,911 shares; 2025Q1: 6,749 shares; 2025Q2: 6,595 shares; 2025Q3: 6,792 shares; 2025Q4: 13,608 shares; 2026Q1: 14,575 shares; 2026Q2: 16,129 shares 16,129 $857K 0.02% +1,554 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: not reported; 2024Q4: 4,260 shares; 2025Q1: 16,586 shares; 2025Q2: 16,186 shares; 2025Q3: 16,186 shares; 2025Q4: 16,047 shares; 2026Q1: 8,652 shares; 2026Q2: 18,728 shares 18,728 $852K 0.02% +10,076 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,409 shares; 2026Q2: 14,636 shares 14,636 $852K 0.02% +4,227 Timeline CMF 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: 11,514 shares; 2026Q2: 14,682 shares 14,682 $846K 0.02% +3,168 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,938 shares; 2025Q3: 7,991 shares; 2025Q4: 6,945 shares; 2026Q1: 13,035 shares; 2026Q2: 18,112 shares 18,112 $843K 0.02% +5,077 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,918 shares; 2025Q4: 3,305 shares; 2026Q1: 4,879 shares; 2026Q2: 5,392 shares 5,392 $841K 0.02% +513 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,280 shares; 2025Q3: 1,997 shares; 2025Q4: 2,020 shares; 2026Q1: 2,060 shares; 2026Q2: 2,171 shares 2,171 $837K 0.02% +111 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,506 shares 3,506 $835K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 165 shares; 2025Q2: 2,710 shares; 2025Q3: 2,904 shares; 2025Q4: 3,583 shares; 2026Q1: 5,740 shares; 2026Q2: 9,024 shares 9,024 $831K 0.02% +3,284 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA 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: 2,436 shares; 2025Q4: 2,983 shares; 2026Q1: 3,139 shares; 2026Q2: 3,558 shares 3,558 $829K 0.02% +419 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628 shares; 2025Q4: 931 shares; 2026Q1: 1,567 shares; 2026Q2: 2,056 shares 2,056 $827K 0.02% +489 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: 853 shares; 2024Q4: 867 shares; 2025Q1: 809 shares; 2025Q2: 788 shares; 2025Q3: 736 shares; 2025Q4: 957 shares; 2026Q1: 936 shares; 2026Q2: 1,094 shares 1,094 $826K 0.02% +158 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,519 shares; 2024Q4: 6,059 shares; 2025Q1: 4,904 shares; 2025Q2: 4,315 shares; 2025Q3: 4,113 shares; 2025Q4: 2,817 shares; 2026Q1: 4,849 shares; 2026Q2: 5,194 shares 5,194 $815K 0.01% +345 Timeline BRES EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,242 shares 30,242 $814K 0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,161 shares; 2026Q1: 4,392 shares; 2026Q2: 5,839 shares 5,839 $807K 0.01% +1,447 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 1,138 shares; 2025Q4: 1,361 shares; 2026Q1: 1,759 shares; 2026Q2: 2,008 shares 2,008 $806K 0.01% +249 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,674 shares; 2025Q4: 2,130 shares; 2026Q1: 3,625 shares; 2026Q2: 6,027 shares 6,027 $801K 0.01% +2,402 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,940 shares; 2025Q3: not reported; 2025Q4: 4,587 shares; 2026Q1: 5,237 shares; 2026Q2: 5,375 shares 5,375 $798K 0.01% +138 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: 875 shares; 2024Q4: 2,245 shares; 2025Q1: 2,116 shares; 2025Q2: 2,282 shares; 2025Q3: 2,297 shares; 2025Q4: 3,197 shares; 2026Q1: 3,440 shares; 2026Q2: 3,636 shares 3,636 $794K 0.01% +196 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,051 shares; 2025Q4: 11,010 shares; 2026Q1: 15,421 shares; 2026Q2: 16,611 shares 16,611 $793K 0.01% +1,190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,174 shares; 2025Q3: not reported; 2025Q4: 3,412 shares; 2026Q1: 3,607 shares; 2026Q2: 4,480 shares 4,480 $790K 0.01% +873 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,112 shares; 2025Q4: 3,383 shares; 2026Q1: 3,819 shares; 2026Q2: 4,477 shares 4,477 $787K 0.01% +658 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 2,069 shares; 2026Q1: 2,678 shares; 2026Q2: 2,812 shares 2,812 $783K 0.01% +134 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,453 shares; 2024Q4: 41,249 shares; 2025Q1: 42,062 shares; 2025Q2: 42,945 shares; 2025Q3: 38,486 shares; 2025Q4: 20,497 shares; 2026Q1: 6,863 shares; 2026Q2: 11,490 shares 11,490 $783K 0.01% +4,627 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: 4,651 shares; 2024Q4: 5,764 shares; 2025Q1: 6,300 shares; 2025Q2: 6,919 shares; 2025Q3: 6,899 shares; 2025Q4: 6,924 shares; 2026Q1: 5,188 shares; 2026Q2: 5,900 shares 5,900 $782K 0.01% +712 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP 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: not reported; 2025Q4: not reported; 2026Q1: 15,257 shares; 2026Q2: 31,235 shares 31,235 $776K 0.01% +15,978 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 373 shares; 2025Q3: 794 shares; 2025Q4: 1,002 shares; 2026Q1: 3,335 shares; 2026Q2: 3,752 shares 3,752 $774K 0.01% +417 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 13,075 shares; 2025Q2: 14,686 shares; 2025Q3: 15,757 shares; 2025Q4: 14,446 shares; 2026Q1: 13,260 shares; 2026Q2: 10,771 shares 10,771 $773K 0.01% -2,489 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,435 shares; 2025Q1: 4,046 shares; 2025Q2: 5,549 shares; 2025Q3: 7,813 shares; 2025Q4: 8,985 shares; 2026Q1: 8,438 shares; 2026Q2: 10,169 shares 10,169 $773K 0.01% +1,731 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,773 shares; 2026Q1: 15,440 shares; 2026Q2: 16,359 shares 16,359 $772K 0.01% +919 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,419 shares; 2024Q4: 22,815 shares; 2025Q1: 22,815 shares; 2025Q2: 37,215 shares; 2025Q3: 67,775 shares; 2025Q4: 84,075 shares; 2026Q1: 84,075 shares; 2026Q2: 84,075 shares 84,075 $771K 0.01% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,881 shares; 2025Q3: 13,083 shares; 2025Q4: 13,083 shares; 2026Q1: 12,392 shares; 2026Q2: 9,669 shares 9,669 $768K 0.01% -2,723 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,950 shares; 2025Q3: 4,711 shares; 2025Q4: 4,836 shares; 2026Q1: 4,237 shares; 2026Q2: 8,442 shares 8,442 $764K 0.01% +4,205 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH 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: not reported; 2025Q4: not reported; 2026Q1: 15,567 shares; 2026Q2: 20,016 shares 20,016 $762K 0.01% +4,449 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,708 shares; 2024Q4: 4,136 shares; 2025Q1: 5,135 shares; 2025Q2: 5,135 shares; 2025Q3: 5,076 shares; 2025Q4: 5,814 shares; 2026Q1: 5,684 shares; 2026Q2: 5,325 shares 5,325 $756K 0.01% -359 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,652 shares; 2026Q1: 9,733 shares; 2026Q2: 16,959 shares 16,959 $755K 0.01% +7,226 Timeline EQWL 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: 4,461 shares; 2025Q2: 5,602 shares; 2025Q3: 5,588 shares; 2025Q4: 5,983 shares; 2026Q1: 4,566 shares; 2026Q2: 5,853 shares 5,853 $755K 0.01% +1,287 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,818 shares; 2025Q4: 4,572 shares; 2026Q1: 8,761 shares; 2026Q2: 10,425 shares 10,425 $753K 0.01% +1,664 Timeline