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: 74,458 shares; 2024Q4: 74,433 shares; 2025Q1: 76,794 shares; 2025Q2: 79,045 shares; 2025Q3: 90,881 shares; 2025Q4: 98,433 shares; 2026Q1: 132 shares; 2026Q2: 89,112 shares 89,112 $66.5M 2.33% +88,980 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: 85,843 shares; 2024Q4: 85,779 shares; 2025Q1: 84,877 shares; 2025Q2: 87,923 shares; 2025Q3: 87,889 shares; 2025Q4: 87,972 shares; 2026Q1: 285 shares; 2026Q2: 87,170 shares 87,170 $64.2M 2.25% +86,885 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: 81,133 shares; 2024Q4: 59,278 shares; 2025Q1: 53,877 shares; 2025Q2: 52,691 shares; 2025Q3: 55,158 shares; 2025Q4: 59,525 shares; 2026Q1: 308 shares; 2026Q2: 79,327 shares 79,327 $54.5M 1.91% +79,019 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: 163,282 shares; 2024Q4: 165,148 shares; 2025Q1: 158,482 shares; 2025Q2: 156,050 shares; 2025Q3: 146,021 shares; 2025Q4: 150,442 shares; 2026Q1: 29 shares; 2026Q2: 135,721 shares 135,721 $50.2M 1.76% +135,692 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: 147,118 shares; 2024Q4: 154,305 shares; 2025Q1: 163,330 shares; 2025Q2: 165,382 shares; 2025Q3: 166,541 shares; 2025Q4: 166,567 shares; 2026Q1: 1,327 shares; 2026Q2: 169,385 shares 169,385 $49M 1.72% +168,058 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: 912,994 shares; 2024Q4: 936,061 shares; 2025Q1: 955,580 shares; 2025Q2: 965,159 shares; 2025Q3: 972,771 shares; 2025Q4: 954,564 shares; 2026Q1: 18,187 shares; 2026Q2: 991,731 shares 991,731 $44M 1.54% +973,544 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: 309,490 shares; 2024Q4: 319,669 shares; 2025Q1: 318,420 shares; 2025Q2: 301,755 shares; 2025Q3: 297,850 shares; 2025Q4: 298,724 shares; 2026Q1: 171 shares; 2026Q2: 455,449 shares 455,449 $40M 1.4% +455,278 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: 195,620 shares; 2024Q4: 195,082 shares; 2025Q1: 198,040 shares; 2025Q2: 196,188 shares; 2025Q3: 200,751 shares; 2025Q4: 216,947 shares; 2026Q1: 929 shares; 2026Q2: 233,299 shares 233,299 $36.9M 1.29% +232,370 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,288 shares; 2024Q4: 385,348 shares; 2025Q1: 395,305 shares; 2025Q2: 394,814 shares; 2025Q3: 362,548 shares; 2025Q4: 348,757 shares; 2026Q1: not reported; 2026Q2: 602,176 shares 602,176 $33.8M 1.19% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,145 shares; 2024Q4: 166,385 shares; 2025Q1: 167,500 shares; 2025Q2: 160,172 shares; 2025Q3: 156,759 shares; 2025Q4: 158,790 shares; 2026Q1: 2,707 shares; 2026Q2: 167,844 shares 167,844 $33.6M 1.18% +165,137 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: 38,423 shares; 2024Q4: 109,859 shares; 2025Q1: 93,412 shares; 2025Q2: 145,979 shares; 2025Q3: 157,186 shares; 2025Q4: 191,899 shares; 2026Q1: 96 shares; 2026Q2: 241,209 shares 241,209 $28.7M 1.01% +241,113 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: 341,223 shares; 2024Q4: 328,262 shares; 2025Q1: 327,499 shares; 2025Q2: 328,019 shares; 2025Q3: 337,519 shares; 2025Q4: 279,311 shares; 2026Q1: 216 shares; 2026Q2: 282,233 shares 282,233 $26.5M 0.93% +282,017 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: 138,215 shares; 2024Q4: 161,757 shares; 2025Q1: 209,310 shares; 2025Q2: 231,645 shares; 2025Q3: 245,517 shares; 2025Q4: 277,067 shares; 2026Q1: not reported; 2026Q2: 267,138 shares 267,138 $25.8M 0.9% new 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: 50,088 shares; 2024Q4: 48,253 shares; 2025Q1: 49,570 shares; 2025Q2: 49,022 shares; 2025Q3: 46,458 shares; 2025Q4: 46,891 shares; 2026Q1: not reported; 2026Q2: 104,996 shares 104,996 $24.8M 0.87% new Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465,796 shares; 2024Q4: 429,463 shares; 2025Q1: 440,557 shares; 2025Q2: 381,412 shares; 2025Q3: 378,257 shares; 2025Q4: 359,903 shares; 2026Q1: 3,255 shares; 2026Q2: 359,396 shares 359,396 $24.6M 0.86% +356,141 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555,727 shares; 2024Q4: 579,819 shares; 2025Q1: 589,175 shares; 2025Q2: 620,028 shares; 2025Q3: 632,551 shares; 2025Q4: 626,171 shares; 2026Q1: 7,333 shares; 2026Q2: 624,247 shares 624,247 $23M 0.81% +616,914 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: 58,819 shares; 2024Q4: 58,359 shares; 2025Q1: 59,047 shares; 2025Q2: 56,655 shares; 2025Q3: 55,923 shares; 2025Q4: 55,733 shares; 2026Q1: 200 shares; 2026Q2: 54,858 shares 54,858 $20.7M 0.73% +54,658 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: 197,922 shares; 2024Q4: 194,083 shares; 2025Q1: 195,734 shares; 2025Q2: 205,819 shares; 2025Q3: 212,166 shares; 2025Q4: 196,626 shares; 2026Q1: not reported; 2026Q2: 246,860 shares 246,860 $20M 0.7% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448,312 shares; 2024Q4: 430,807 shares; 2025Q1: 415,558 shares; 2025Q2: 420,598 shares; 2025Q3: 402,924 shares; 2025Q4: 395,400 shares; 2026Q1: 100 shares; 2026Q2: 405,748 shares 405,748 $19.5M 0.69% +405,648 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: 35,097 shares; 2024Q4: 37,277 shares; 2025Q1: 41,786 shares; 2025Q2: 42,720 shares; 2025Q3: 41,337 shares; 2025Q4: 44,407 shares; 2026Q1: 489 shares; 2026Q2: 51,180 shares 51,180 $19.1M 0.67% +50,691 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: 25,315 shares; 2024Q4: 26,160 shares; 2025Q1: 26,460 shares; 2025Q2: 27,528 shares; 2025Q3: 27,897 shares; 2025Q4: 28,647 shares; 2026Q1: 424 shares; 2026Q2: 220,812 shares 220,812 $19M 0.67% +220,388 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: 75,150 shares; 2024Q4: 77,029 shares; 2025Q1: 75,833 shares; 2025Q2: 75,294 shares; 2025Q3: 76,726 shares; 2025Q4: 78,637 shares; 2026Q1: 127 shares; 2026Q2: 83,946 shares 83,946 $18.3M 0.64% +83,819 Timeline TBLL 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: 60,894 shares; 2024Q4: 88,399 shares; 2025Q1: 88,324 shares; 2025Q2: 88,919 shares; 2025Q3: 80,591 shares; 2025Q4: 73,355 shares; 2026Q1: not reported; 2026Q2: 165,867 shares 165,867 $17.5M 0.61% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,509 shares; 2024Q4: 378,706 shares; 2025Q1: 437,893 shares; 2025Q2: 431,284 shares; 2025Q3: 525,348 shares; 2025Q4: 516,442 shares; 2026Q1: 6,100 shares; 2026Q2: 456,298 shares 456,298 $16.7M 0.58% +450,198 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: 30,489 shares; 2024Q4: 31,175 shares; 2025Q1: 31,395 shares; 2025Q2: 33,399 shares; 2025Q3: 34,664 shares; 2025Q4: 30,808 shares; 2026Q1: not reported; 2026Q2: 31,709 shares 31,709 $16.6M 0.58% 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: not reported; 2024Q4: not reported; 2025Q1: 35,710 shares; 2025Q2: 44,932 shares; 2025Q3: 47,436 shares; 2025Q4: 57,648 shares; 2026Q1: not reported; 2026Q2: 155,491 shares 155,491 $16.5M 0.58% new 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: 19,034 shares; 2024Q4: 19,782 shares; 2025Q1: 18,384 shares; 2025Q2: 15,831 shares; 2025Q3: 16,282 shares; 2025Q4: 16,620 shares; 2026Q1: 214 shares; 2026Q2: 22,010 shares 22,010 $16.5M 0.58% +21,796 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,770 shares; 2024Q4: 179,592 shares; 2025Q1: 179,714 shares; 2025Q2: 133,667 shares; 2025Q3: 134,840 shares; 2025Q4: 112,811 shares; 2026Q1: not reported; 2026Q2: 121,695 shares 121,695 $16.4M 0.57% 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: 14,592 shares; 2024Q4: 15,933 shares; 2025Q1: 17,264 shares; 2025Q2: 15,926 shares; 2025Q3: 16,005 shares; 2025Q4: 15,759 shares; 2026Q1: 218 shares; 2026Q2: 133,308 shares 133,308 $15.9M 0.56% +133,090 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,467 shares; 2024Q4: 399,477 shares; 2025Q1: 327,026 shares; 2025Q2: 324,168 shares; 2025Q3: 281,117 shares; 2025Q4: 280,108 shares; 2026Q1: not reported; 2026Q2: 254,762 shares 254,762 $15.7M 0.55% new 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: 84,094 shares; 2024Q4: 91,726 shares; 2025Q1: 94,155 shares; 2025Q2: 93,781 shares; 2025Q3: 97,564 shares; 2025Q4: 100,964 shares; 2026Q1: not reported; 2026Q2: 104,814 shares 104,814 $15.5M 0.55% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,910 shares; 2024Q4: 26,216 shares; 2025Q1: 39,130 shares; 2025Q2: 66,130 shares; 2025Q3: 149,750 shares; 2025Q4: 190,107 shares; 2026Q1: not reported; 2026Q2: 312,761 shares 312,761 $15.4M 0.54% new 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: 56,294 shares; 2024Q4: 75,695 shares; 2025Q1: 87,302 shares; 2025Q2: 88,129 shares; 2025Q3: 67,718 shares; 2025Q4: 72,840 shares; 2026Q1: not reported; 2026Q2: 69,991 shares 69,991 $15.4M 0.54% new 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: 72,698 shares; 2024Q4: 91,875 shares; 2025Q1: 139,839 shares; 2025Q2: 173,643 shares; 2025Q3: 183,927 shares; 2025Q4: 198,373 shares; 2026Q1: 428 shares; 2026Q2: 185,172 shares 185,172 $15.3M 0.54% +184,744 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,022 shares; 2024Q4: 227,945 shares; 2025Q1: 187,779 shares; 2025Q2: 269,924 shares; 2025Q3: 281,858 shares; 2025Q4: 313,783 shares; 2026Q1: 24 shares; 2026Q2: 242,652 shares 242,652 $14.8M 0.52% +242,628 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: 43,185 shares; 2024Q4: 54,535 shares; 2025Q1: 59,594 shares; 2025Q2: 63,892 shares; 2025Q3: 88,440 shares; 2025Q4: 87,670 shares; 2026Q1: not reported; 2026Q2: 104,901 shares 104,901 $14.4M 0.51% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,571 shares; 2024Q4: 56,515 shares; 2025Q1: 55,289 shares; 2025Q2: 61,222 shares; 2025Q3: 64,619 shares; 2025Q4: 68,617 shares; 2026Q1: not reported; 2026Q2: 75,859 shares 75,859 $14.3M 0.5% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,340 shares; 2024Q4: 28,219 shares; 2025Q1: 29,695 shares; 2025Q2: 29,924 shares; 2025Q3: 37,408 shares; 2025Q4: 39,383 shares; 2026Q1: not reported; 2026Q2: 43,108 shares 43,108 $14.1M 0.49% new 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: 97,107 shares; 2024Q4: 103,893 shares; 2025Q1: 102,910 shares; 2025Q2: 103,399 shares; 2025Q3: 108,325 shares; 2025Q4: 113,866 shares; 2026Q1: not reported; 2026Q2: 128,358 shares 128,358 $14M 0.49% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367,824 shares; 2024Q4: 453,652 shares; 2025Q1: 387,329 shares; 2025Q2: 394,744 shares; 2025Q3: 422,950 shares; 2025Q4: 458,126 shares; 2026Q1: not reported; 2026Q2: 611,164 shares 611,164 $13.9M 0.49% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 175,901 shares 175,901 $13.9M 0.49% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,133 shares; 2024Q4: 74,981 shares; 2025Q1: 87,841 shares; 2025Q2: 114,924 shares; 2025Q3: 121,270 shares; 2025Q4: 127,562 shares; 2026Q1: not reported; 2026Q2: 145,355 shares 145,355 $13.7M 0.48% new 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: 50,448 shares; 2024Q4: 52,987 shares; 2025Q1: 56,090 shares; 2025Q2: 59,763 shares; 2025Q3: 58,783 shares; 2025Q4: 55,994 shares; 2026Q1: 560 shares; 2026Q2: 57,463 shares 57,463 $13.7M 0.48% +56,903 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: 107,125 shares; 2024Q4: 112,263 shares; 2025Q1: 109,267 shares; 2025Q2: 118,983 shares; 2025Q3: 130,998 shares; 2025Q4: 134,239 shares; 2026Q1: not reported; 2026Q2: 141,917 shares 141,917 $13.6M 0.48% new 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: 24,411 shares; 2024Q4: 24,041 shares; 2025Q1: 24,164 shares; 2025Q2: 23,771 shares; 2025Q3: 24,593 shares; 2025Q4: 24,240 shares; 2026Q1: 511 shares; 2026Q2: 26,767 shares 26,767 $13.4M 0.47% +26,256 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: 311,614 shares; 2024Q4: 370,697 shares; 2025Q1: 380,106 shares; 2025Q2: 262,776 shares; 2025Q3: 270,661 shares; 2025Q4: 228,774 shares; 2026Q1: 1,668 shares; 2026Q2: 279,531 shares 279,531 $13.1M 0.46% +277,863 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,199 shares; 2024Q4: 108,523 shares; 2025Q1: 109,998 shares; 2025Q2: 110,817 shares; 2025Q3: 115,162 shares; 2025Q4: 118,473 shares; 2026Q1: not reported; 2026Q2: 128,116 shares 128,116 $13.1M 0.46% new 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: 69,215 shares; 2024Q4: 71,407 shares; 2025Q1: 78,700 shares; 2025Q2: 87,309 shares; 2025Q3: 91,774 shares; 2025Q4: 118,345 shares; 2026Q1: not reported; 2026Q2: 133,965 shares 133,965 $12.7M 0.44% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,086 shares; 2024Q4: 21,938 shares; 2025Q1: 18,789 shares; 2025Q2: 21,000 shares; 2025Q3: 23,173 shares; 2025Q4: 39,103 shares; 2026Q1: not reported; 2026Q2: 41,163 shares 41,163 $12.5M 0.44% new 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: 96,264 shares; 2024Q4: 98,507 shares; 2025Q1: 99,021 shares; 2025Q2: 97,288 shares; 2025Q3: 102,292 shares; 2025Q4: 106,541 shares; 2026Q1: 45 shares; 2026Q2: 109,067 shares 109,067 $12.4M 0.43% +109,022 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: 53,027 shares; 2024Q4: 56,044 shares; 2025Q1: 59,938 shares; 2025Q2: 79,796 shares; 2025Q3: 153,643 shares; 2025Q4: 160,943 shares; 2026Q1: not reported; 2026Q2: 179,150 shares 179,150 $12.2M 0.43% new 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: not reported; 2024Q4: 3,256 shares; 2025Q1: 3,263 shares; 2025Q2: 36,156 shares; 2025Q3: 37,083 shares; 2025Q4: 37,229 shares; 2026Q1: 131 shares; 2026Q2: 16,658 shares 16,658 $12M 0.42% +16,527 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,899 shares; 2024Q4: 18,293 shares; 2025Q1: 33,454 shares; 2025Q2: 31,564 shares; 2025Q3: 31,482 shares; 2025Q4: 35,398 shares; 2026Q1: not reported; 2026Q2: 93,864 shares 93,864 $12M 0.42% new 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: 77,233 shares; 2024Q4: 79,646 shares; 2025Q1: 82,881 shares; 2025Q2: 84,396 shares; 2025Q3: 93,643 shares; 2025Q4: 92,358 shares; 2026Q1: not reported; 2026Q2: 100,650 shares 100,650 $11.8M 0.41% new 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: 249,646 shares; 2024Q4: 286,401 shares; 2025Q1: 205,886 shares; 2025Q2: 202,746 shares; 2025Q3: 179,012 shares; 2025Q4: 180,903 shares; 2026Q1: not reported; 2026Q2: 152,343 shares 152,343 $11.7M 0.41% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,352 shares; 2024Q4: 61,549 shares; 2025Q1: 66,870 shares; 2025Q2: 74,127 shares; 2025Q3: 81,096 shares; 2025Q4: 89,533 shares; 2026Q1: not reported; 2026Q2: 105,162 shares 105,162 $11.6M 0.41% new 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: 413,882 shares; 2024Q4: 419,110 shares; 2025Q1: 426,333 shares; 2025Q2: 390,837 shares; 2025Q3: 391,820 shares; 2025Q4: 303,560 shares; 2026Q1: not reported; 2026Q2: 430,257 shares 430,257 $11.3M 0.4% new 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: 34,384 shares; 2024Q4: 35,855 shares; 2025Q1: 36,162 shares; 2025Q2: 37,690 shares; 2025Q3: 39,968 shares; 2025Q4: 41,680 shares; 2026Q1: not reported; 2026Q2: 45,406 shares 45,406 $11.2M 0.39% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,520 shares; 2024Q4: 81,148 shares; 2025Q1: 94,823 shares; 2025Q2: 102,794 shares; 2025Q3: 106,038 shares; 2025Q4: 93,328 shares; 2026Q1: not reported; 2026Q2: 121,781 shares 121,781 $11.2M 0.39% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,196 shares; 2024Q4: 101,213 shares; 2025Q1: 101,481 shares; 2025Q2: 96,459 shares; 2025Q3: 95,893 shares; 2025Q4: 122,677 shares; 2026Q1: not reported; 2026Q2: 132,174 shares 132,174 $11M 0.38% new 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: 10,334 shares; 2024Q4: 44,735 shares; 2025Q1: 53,455 shares; 2025Q2: 134,491 shares; 2025Q3: 228,484 shares; 2025Q4: 306,423 shares; 2026Q1: 2,380 shares; 2026Q2: 346,246 shares 346,246 $11M 0.38% +343,866 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: 94,264 shares; 2024Q4: 99,360 shares; 2025Q1: 100,222 shares; 2025Q2: 103,041 shares; 2025Q3: 115,684 shares; 2025Q4: 114,973 shares; 2026Q1: 1,785 shares; 2026Q2: 114,679 shares 114,679 $11M 0.38% +112,894 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: not reported; 2024Q4: 9,245 shares; 2025Q1: 13,390 shares; 2025Q2: 20,367 shares; 2025Q3: 38,454 shares; 2025Q4: 39,687 shares; 2026Q1: not reported; 2026Q2: 47,861 shares 47,861 $10.9M 0.38% new 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: 37,578 shares; 2024Q4: 37,524 shares; 2025Q1: 38,404 shares; 2025Q2: 39,701 shares; 2025Q3: 41,222 shares; 2025Q4: 40,885 shares; 2026Q1: 878 shares; 2026Q2: 42,985 shares 42,985 $10.8M 0.38% +42,107 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,782 shares; 2024Q4: 84,823 shares; 2025Q1: 86,552 shares; 2025Q2: 78,509 shares; 2025Q3: 79,604 shares; 2025Q4: 71,648 shares; 2026Q1: not reported; 2026Q2: 59,146 shares 59,146 $10.7M 0.38% new 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: 56,848 shares; 2024Q4: 60,229 shares; 2025Q1: 62,317 shares; 2025Q2: 73,905 shares; 2025Q3: 76,701 shares; 2025Q4: 78,706 shares; 2026Q1: 55 shares; 2026Q2: 77,745 shares 77,745 $10.6M 0.37% +77,690 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,799 shares; 2024Q4: 160,079 shares; 2025Q1: 169,594 shares; 2025Q2: 187,136 shares; 2025Q3: 187,435 shares; 2025Q4: 190,834 shares; 2026Q1: not reported; 2026Q2: 200,933 shares 200,933 $10.6M 0.37% new 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: 29,648 shares; 2024Q4: 29,653 shares; 2025Q1: 30,278 shares; 2025Q2: 31,809 shares; 2025Q3: 32,037 shares; 2025Q4: 31,529 shares; 2026Q1: 124 shares; 2026Q2: 29,948 shares 29,948 $10.6M 0.37% +29,824 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: 16,519 shares; 2024Q4: 15,363 shares; 2025Q1: 15,481 shares; 2025Q2: 16,409 shares; 2025Q3: 16,576 shares; 2025Q4: 16,516 shares; 2026Q1: 175 shares; 2026Q2: 84,313 shares 84,313 $10.5M 0.37% +84,138 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: not reported; 2024Q4: 4,015 shares; 2025Q1: 4,551 shares; 2025Q2: 4,615 shares; 2025Q3: 5,053 shares; 2025Q4: 11,564 shares; 2026Q1: not reported; 2026Q2: 8,992 shares 8,992 $10.4M 0.36% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,283 shares; 2024Q4: 111,566 shares; 2025Q1: 109,948 shares; 2025Q2: 106,474 shares; 2025Q3: 108,509 shares; 2025Q4: 108,107 shares; 2026Q1: not reported; 2026Q2: 115,618 shares 115,618 $10.3M 0.36% new 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: not reported; 2024Q4: 5,358 shares; 2025Q1: 5,193 shares; 2025Q2: 5,570 shares; 2025Q3: 5,477 shares; 2025Q4: 4,323 shares; 2026Q1: 472 shares; 2026Q2: 9,630 shares 9,630 $10.3M 0.36% +9,158 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: 131,907 shares; 2024Q4: 162,455 shares; 2025Q1: 159,754 shares; 2025Q2: 152,631 shares; 2025Q3: 155,849 shares; 2025Q4: 159,806 shares; 2026Q1: not reported; 2026Q2: 200,579 shares 200,579 $10.1M 0.36% new 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: 16,733 shares; 2024Q4: 17,134 shares; 2025Q1: 25,398 shares; 2025Q2: 25,142 shares; 2025Q3: 38,902 shares; 2025Q4: 41,271 shares; 2026Q1: 115 shares; 2026Q2: 39,578 shares 39,578 $10.1M 0.35% +39,463 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 63,838 shares; 2025Q1: 96,894 shares; 2025Q2: 98,070 shares; 2025Q3: 59,696 shares; 2025Q4: 59,047 shares; 2026Q1: not reported; 2026Q2: 61,649 shares 61,649 $9.96M 0.35% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,302 shares; 2024Q4: 22,520 shares; 2025Q1: 27,113 shares; 2025Q2: 27,174 shares; 2025Q3: 28,008 shares; 2025Q4: 28,502 shares; 2026Q1: not reported; 2026Q2: 28,333 shares 28,333 $9.92M 0.35% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,945 shares; 2024Q4: 195,762 shares; 2025Q1: 207,565 shares; 2025Q2: 224,814 shares; 2025Q3: 224,076 shares; 2025Q4: 231,802 shares; 2026Q1: not reported; 2026Q2: 249,733 shares 249,733 $9.91M 0.35% 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: 205,699 shares; 2024Q4: 147,198 shares; 2025Q1: 155,105 shares; 2025Q2: 179,572 shares; 2025Q3: 292,839 shares; 2025Q4: 313,678 shares; 2026Q1: not reported; 2026Q2: 194,182 shares 194,182 $9.78M 0.34% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,282 shares; 2024Q4: 38,437 shares; 2025Q1: 49,535 shares; 2025Q2: 299,794 shares; 2025Q3: 353,389 shares; 2025Q4: 344,120 shares; 2026Q1: 4,420 shares; 2026Q2: 236,272 shares 236,272 $9.71M 0.34% +231,852 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,450 shares; 2024Q4: 47,523 shares; 2025Q1: 48,202 shares; 2025Q2: 36,899 shares; 2025Q3: 36,884 shares; 2025Q4: 38,469 shares; 2026Q1: not reported; 2026Q2: 52,321 shares 52,321 $9.69M 0.34% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,620 shares; 2024Q4: 275,441 shares; 2025Q1: 276,476 shares; 2025Q2: 281,700 shares; 2025Q3: 285,470 shares; 2025Q4: 301,794 shares; 2026Q1: not reported; 2026Q2: 340,699 shares 340,699 $9.67M 0.34% new 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: 111,075 shares; 2024Q4: 173,519 shares; 2025Q1: 194,918 shares; 2025Q2: 203,737 shares; 2025Q3: 214,234 shares; 2025Q4: 228,463 shares; 2026Q1: not reported; 2026Q2: 186,565 shares 186,565 $9.42M 0.33% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,448 shares; 2024Q4: 105,397 shares; 2025Q1: 106,835 shares; 2025Q2: 86,684 shares; 2025Q3: 90,072 shares; 2025Q4: 93,428 shares; 2026Q1: 822 shares; 2026Q2: 100,100 shares 100,100 $9.23M 0.32% +99,278 Timeline PULS 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: 62,235 shares; 2024Q4: 97,926 shares; 2025Q1: 130,853 shares; 2025Q2: 152,584 shares; 2025Q3: 186,075 shares; 2025Q4: 175,757 shares; 2026Q1: not reported; 2026Q2: 184,834 shares 184,834 $9.16M 0.32% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,589 shares; 2024Q4: 21,946 shares; 2025Q1: 23,142 shares; 2025Q2: 26,627 shares; 2025Q3: 27,838 shares; 2025Q4: 51,643 shares; 2026Q1: not reported; 2026Q2: 47,886 shares 47,886 $9.12M 0.32% new Timeline FUTY 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: 138,553 shares; 2024Q4: 143,930 shares; 2025Q1: 147,857 shares; 2025Q2: 149,700 shares; 2025Q3: 152,042 shares; 2025Q4: 151,546 shares; 2026Q1: not reported; 2026Q2: 156,107 shares 156,107 $9.12M 0.32% new 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: 3,516 shares; 2025Q1: 3,505 shares; 2025Q2: 13,066 shares; 2025Q3: 13,508 shares; 2025Q4: 26,243 shares; 2026Q1: not reported; 2026Q2: 100,537 shares 100,537 $9.06M 0.32% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,019 shares; 2024Q4: 23,582 shares; 2025Q1: 23,034 shares; 2025Q2: 25,208 shares; 2025Q3: 24,432 shares; 2025Q4: 24,534 shares; 2026Q1: not reported; 2026Q2: 26,174 shares 26,174 $8.97M 0.31% new Timeline SPIP 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: 138,482 shares; 2024Q4: 150,516 shares; 2025Q1: 161,323 shares; 2025Q2: 171,831 shares; 2025Q3: 190,581 shares; 2025Q4: 202,235 shares; 2026Q1: not reported; 2026Q2: 346,590 shares 346,590 $8.9M 0.31% new 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: 88,754 shares; 2024Q4: 87,207 shares; 2025Q1: 85,546 shares; 2025Q2: 82,052 shares; 2025Q3: 79,597 shares; 2025Q4: 78,704 shares; 2026Q1: not reported; 2026Q2: 58,329 shares 58,329 $8.44M 0.3% new 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: 19,621 shares; 2024Q4: 19,232 shares; 2025Q1: 19,441 shares; 2025Q2: 18,795 shares; 2025Q3: 19,441 shares; 2025Q4: 19,664 shares; 2026Q1: not reported; 2026Q2: 20,251 shares 20,251 $8.15M 0.29% new 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: 16,488 shares; 2024Q4: 17,095 shares; 2025Q1: 17,272 shares; 2025Q2: 15,358 shares; 2025Q3: 23,959 shares; 2025Q4: 21,464 shares; 2026Q1: 328 shares; 2026Q2: 22,061 shares 22,061 $8.13M 0.28% +21,733 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,381 shares; 2024Q4: 74,445 shares; 2025Q1: 77,258 shares; 2025Q2: 83,096 shares; 2025Q3: 79,228 shares; 2025Q4: 170,423 shares; 2026Q1: not reported; 2026Q2: 170,778 shares 170,778 $7.74M 0.27% new Timeline DISV 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: 59,460 shares; 2024Q4: 62,586 shares; 2025Q1: 159,292 shares; 2025Q2: 167,389 shares; 2025Q3: 166,336 shares; 2025Q4: 163,873 shares; 2026Q1: 2,814 shares; 2026Q2: 190,046 shares 190,046 $7.63M 0.27% +187,232 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,325 shares; 2024Q4: 72,627 shares; 2025Q1: 77,979 shares; 2025Q2: 93,172 shares; 2025Q3: 114,726 shares; 2025Q4: 146,422 shares; 2026Q1: 12,530 shares; 2026Q2: 179,554 shares 179,554 $7.58M 0.27% +167,024 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 181,730 shares 181,730 $7.56M 0.27% new Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; 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: 221,298 shares 221,298 $7.55M 0.26% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,380 shares; 2024Q4: 42,888 shares; 2025Q1: 42,979 shares; 2025Q2: 43,003 shares; 2025Q3: 45,884 shares; 2025Q4: 48,083 shares; 2026Q1: not reported; 2026Q2: 48,377 shares 48,377 $7.42M 0.26% new 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: 15,192 shares; 2024Q4: 24,315 shares; 2025Q1: 39,333 shares; 2025Q2: 61,891 shares; 2025Q3: 107,636 shares; 2025Q4: 132,543 shares; 2026Q1: not reported; 2026Q2: 153,394 shares 153,394 $7.24M 0.25% new Timeline SLYG 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: 8,498 shares; 2025Q3: 7,989 shares; 2025Q4: 30,703 shares; 2026Q1: not reported; 2026Q2: 59,885 shares 59,885 $7.13M 0.25% new 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: 18,243 shares; 2024Q4: 18,174 shares; 2025Q1: 18,940 shares; 2025Q2: 19,598 shares; 2025Q3: 19,061 shares; 2025Q4: 18,408 shares; 2026Q1: 975 shares; 2026Q2: 20,113 shares 20,113 $7.09M 0.25% +19,138 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: 18,930 shares; 2024Q4: 33,009 shares; 2025Q1: 31,650 shares; 2025Q2: 32,348 shares; 2025Q3: 95,259 shares; 2025Q4: 92,498 shares; 2026Q1: not reported; 2026Q2: 71,640 shares 71,640 $7.09M 0.25% new 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: 30,263 shares; 2024Q4: 31,086 shares; 2025Q1: 32,147 shares; 2025Q2: 32,553 shares; 2025Q3: 33,511 shares; 2025Q4: 34,073 shares; 2026Q1: 100 shares; 2026Q2: 36,669 shares 36,669 $6.96M 0.24% +36,569 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: 32,493 shares; 2024Q4: 33,217 shares; 2025Q1: 34,660 shares; 2025Q2: 32,195 shares; 2025Q3: 33,987 shares; 2025Q4: 34,835 shares; 2026Q1: not reported; 2026Q2: 38,032 shares 38,032 $6.88M 0.24% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,558 shares; 2024Q4: 1,536 shares; 2025Q1: 1,505 shares; 2025Q2: 1,485 shares; 2025Q3: 1,501 shares; 2025Q4: 1,523 shares; 2026Q1: not reported; 2026Q2: 38,541 shares 38,541 $6.87M 0.24% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,854 shares; 2025Q4: 1,861 shares; 2026Q1: not reported; 2026Q2: 53,259 shares 53,259 $6.8M 0.24% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,838 shares; 2024Q4: 136,809 shares; 2025Q1: 151,506 shares; 2025Q2: 156,370 shares; 2025Q3: 165,140 shares; 2025Q4: 174,387 shares; 2026Q1: not reported; 2026Q2: 200,851 shares 200,851 $6.72M 0.24% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,371 shares; 2024Q4: 205,000 shares; 2025Q1: 219,329 shares; 2025Q2: 216,541 shares; 2025Q3: 239,939 shares; 2025Q4: 169,678 shares; 2026Q1: not reported; 2026Q2: 124,694 shares 124,694 $6.68M 0.23% new 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: 12,634 shares; 2024Q4: 12,993 shares; 2025Q1: 13,872 shares; 2025Q2: 14,386 shares; 2025Q3: 15,702 shares; 2025Q4: 16,343 shares; 2026Q1: not reported; 2026Q2: 16,830 shares 16,830 $6.68M 0.23% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,955 shares; 2024Q4: 60,279 shares; 2025Q1: 60,538 shares; 2025Q2: 62,392 shares; 2025Q3: 64,856 shares; 2025Q4: 66,873 shares; 2026Q1: not reported; 2026Q2: 68,841 shares 68,841 $6.63M 0.23% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,848 shares; 2024Q4: 51,752 shares; 2025Q1: 52,136 shares; 2025Q2: 55,500 shares; 2025Q3: 61,259 shares; 2025Q4: 64,897 shares; 2026Q1: not reported; 2026Q2: 70,903 shares 70,903 $6.62M 0.23% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,631 shares; 2024Q4: 103,249 shares; 2025Q1: 103,249 shares; 2025Q2: 105,262 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,410 shares; 2026Q2: 114,043 shares 114,043 $6.59M 0.23% +5,633 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,015 shares; 2025Q3: 35,746 shares; 2025Q4: 33,680 shares; 2026Q1: not reported; 2026Q2: 32,434 shares 32,434 $6.51M 0.23% new Timeline WTV 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: 33,083 shares; 2025Q2: 36,758 shares; 2025Q3: 51,818 shares; 2025Q4: 54,910 shares; 2026Q1: not reported; 2026Q2: 63,733 shares 63,733 $6.48M 0.23% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,851 shares; 2024Q4: 78,585 shares; 2025Q1: 77,651 shares; 2025Q2: 80,074 shares; 2025Q3: 79,835 shares; 2025Q4: 77,491 shares; 2026Q1: 1,523 shares; 2026Q2: 78,805 shares 78,805 $6.46M 0.23% +77,282 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: 126,939 shares; 2024Q4: 118,025 shares; 2025Q1: 114,097 shares; 2025Q2: 118,288 shares; 2025Q3: 132,957 shares; 2025Q4: 138,023 shares; 2026Q1: 164 shares; 2026Q2: 152,026 shares 152,026 $6.44M 0.23% +151,862 Timeline FFLC 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: 39,350 shares; 2025Q2: 39,460 shares; 2025Q3: 90,804 shares; 2025Q4: 93,501 shares; 2026Q1: not reported; 2026Q2: 108,465 shares 108,465 $6.39M 0.22% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,388 shares; 2024Q4: 19,498 shares; 2025Q1: 52,186 shares; 2025Q2: 55,116 shares; 2025Q3: 58,913 shares; 2025Q4: 64,765 shares; 2026Q1: not reported; 2026Q2: 94,771 shares 94,771 $6.31M 0.22% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,447 shares; 2025Q1: 27,574 shares; 2025Q2: 34,124 shares; 2025Q3: 120,381 shares; 2025Q4: 129,434 shares; 2026Q1: not reported; 2026Q2: 132,979 shares 132,979 $6.05M 0.21% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,174 shares; 2024Q4: 34,420 shares; 2025Q1: 36,164 shares; 2025Q2: 37,659 shares; 2025Q3: 40,093 shares; 2025Q4: 42,213 shares; 2026Q1: 578 shares; 2026Q2: 47,743 shares 47,743 $6.04M 0.21% +47,165 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: not reported; 2024Q4: 23,330 shares; 2025Q1: 24,585 shares; 2025Q2: 25,930 shares; 2025Q3: 27,668 shares; 2025Q4: 30,744 shares; 2026Q1: not reported; 2026Q2: 32,381 shares 32,381 $5.98M 0.21% new 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: not reported; 2024Q4: 10,898 shares; 2025Q1: 17,169 shares; 2025Q2: 27,806 shares; 2025Q3: 33,164 shares; 2025Q4: 36,906 shares; 2026Q1: not reported; 2026Q2: 134,061 shares 134,061 $5.96M 0.21% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,450 shares; 2024Q4: 76,563 shares; 2025Q1: 80,979 shares; 2025Q2: 91,069 shares; 2025Q3: 91,500 shares; 2025Q4: 95,486 shares; 2026Q1: not reported; 2026Q2: 105,197 shares 105,197 $5.95M 0.21% new 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: 7,239 shares; 2024Q4: 8,103 shares; 2025Q1: 7,969 shares; 2025Q2: 8,115 shares; 2025Q3: 8,190 shares; 2025Q4: 9,452 shares; 2026Q1: 55 shares; 2026Q2: 10,438 shares 10,438 $5.88M 0.21% +10,383 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: 82,677 shares; 2024Q4: 84,317 shares; 2025Q1: 87,620 shares; 2025Q2: 84,694 shares; 2025Q3: 77,574 shares; 2025Q4: 79,375 shares; 2026Q1: not reported; 2026Q2: 86,842 shares 86,842 $5.87M 0.21% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,149 shares; 2024Q4: 35,590 shares; 2025Q1: 37,253 shares; 2025Q2: 42,919 shares; 2025Q3: 42,913 shares; 2025Q4: 44,062 shares; 2026Q1: 1,647 shares; 2026Q2: 37,421 shares 37,421 $5.85M 0.21% +35,774 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: 16,382 shares; 2024Q4: 17,325 shares; 2025Q1: 19,882 shares; 2025Q2: 23,848 shares; 2025Q3: 25,279 shares; 2025Q4: 35,139 shares; 2026Q1: not reported; 2026Q2: 54,148 shares 54,148 $5.83M 0.2% new Timeline VPU 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: 26,853 shares; 2024Q4: 27,035 shares; 2025Q1: 27,234 shares; 2025Q2: 27,140 shares; 2025Q3: 27,615 shares; 2025Q4: 27,621 shares; 2026Q1: not reported; 2026Q2: 29,727 shares 29,727 $5.82M 0.2% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,219 shares; 2024Q4: 51,526 shares; 2025Q1: 50,993 shares; 2025Q2: 51,315 shares; 2025Q3: 53,194 shares; 2025Q4: 51,916 shares; 2026Q1: 416 shares; 2026Q2: 49,411 shares 49,411 $5.79M 0.2% +48,995 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,641 shares; 2024Q4: 16,324 shares; 2025Q1: 15,922 shares; 2025Q2: 15,993 shares; 2025Q3: 16,439 shares; 2025Q4: 17,200 shares; 2026Q1: not reported; 2026Q2: 17,343 shares 17,343 $5.78M 0.2% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,205 shares; 2024Q4: 43,918 shares; 2025Q1: 50,805 shares; 2025Q2: 55,182 shares; 2025Q3: 61,414 shares; 2025Q4: 63,848 shares; 2026Q1: not reported; 2026Q2: 77,846 shares 77,846 $5.67M 0.2% new 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: 14,662 shares; 2024Q4: 14,294 shares; 2025Q1: 14,064 shares; 2025Q2: 14,174 shares; 2025Q3: 14,228 shares; 2025Q4: 15,169 shares; 2026Q1: not reported; 2026Q2: 66,243 shares 66,243 $5.66M 0.2% new 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: 72,727 shares; 2024Q4: 70,698 shares; 2025Q1: 69,241 shares; 2025Q2: 66,122 shares; 2025Q3: 55,925 shares; 2025Q4: 55,233 shares; 2026Q1: 573 shares; 2026Q2: 48,446 shares 48,446 $5.65M 0.2% +47,873 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,520 shares; 2024Q4: 27,979 shares; 2025Q1: 28,561 shares; 2025Q2: 28,885 shares; 2025Q3: 22,220 shares; 2025Q4: 21,690 shares; 2026Q1: 1,090 shares; 2026Q2: 22,264 shares 22,264 $5.62M 0.2% +21,174 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,242 shares; 2025Q1: 102,767 shares; 2025Q2: 84,294 shares; 2025Q3: 166,887 shares; 2025Q4: 187,990 shares; 2026Q1: 301 shares; 2026Q2: 112,142 shares 112,142 $5.59M 0.2% +111,841 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 132,164 shares; 2026Q1: 2,078 shares; 2026Q2: 429,508 shares 429,508 $5.59M 0.2% +427,430 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 107,738 shares 107,738 $5.49M 0.19% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,832 shares; 2025Q1: 5,797 shares; 2025Q2: 5,578 shares; 2025Q3: 5,573 shares; 2025Q4: 11,037 shares; 2026Q1: not reported; 2026Q2: 11,469 shares 11,469 $5.48M 0.19% new 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: 16,439 shares; 2024Q4: 16,779 shares; 2025Q1: 15,676 shares; 2025Q2: 17,480 shares; 2025Q3: 12,703 shares; 2025Q4: 12,588 shares; 2026Q1: 18 shares; 2026Q2: 13,003 shares 13,003 $5.47M 0.19% +12,985 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: 43,065 shares; 2024Q4: 44,510 shares; 2025Q1: 45,156 shares; 2025Q2: 13,950 shares; 2025Q3: 13,284 shares; 2025Q4: 13,348 shares; 2026Q1: not reported; 2026Q2: 15,183 shares 15,183 $5.43M 0.19% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,970 shares; 2024Q4: 77,131 shares; 2025Q1: 87,491 shares; 2025Q2: 89,404 shares; 2025Q3: 89,987 shares; 2025Q4: 94,186 shares; 2026Q1: not reported; 2026Q2: 102,800 shares 102,800 $5.3M 0.19% new Timeline FSIG 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: 89,551 shares; 2024Q4: 89,668 shares; 2025Q1: 182,175 shares; 2025Q2: 74,279 shares; 2025Q3: 228,615 shares; 2025Q4: 242,073 shares; 2026Q1: not reported; 2026Q2: 278,822 shares 278,822 $5.26M 0.18% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,455 shares; 2024Q4: 16,939 shares; 2025Q1: 16,523 shares; 2025Q2: 16,711 shares; 2025Q3: 16,433 shares; 2025Q4: 15,609 shares; 2026Q1: not reported; 2026Q2: 15,141 shares 15,141 $5.21M 0.18% new 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: 31,882 shares; 2024Q4: 32,299 shares; 2025Q1: 32,726 shares; 2025Q2: 32,360 shares; 2025Q3: 33,967 shares; 2025Q4: 34,574 shares; 2026Q1: not reported; 2026Q2: 35,612 shares 35,612 $5.2M 0.18% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,518 shares; 2024Q4: 57,450 shares; 2025Q1: 55,949 shares; 2025Q2: 56,053 shares; 2025Q3: 56,647 shares; 2025Q4: 59,147 shares; 2026Q1: not reported; 2026Q2: 59,268 shares 59,268 $5.2M 0.18% new 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: 2,798 shares; 2024Q4: 3,086 shares; 2025Q1: 3,727 shares; 2025Q2: 3,781 shares; 2025Q3: 3,345 shares; 2025Q4: 3,651 shares; 2026Q1: not reported; 2026Q2: 4,333 shares 4,333 $5.2M 0.18% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,735 shares; 2025Q1: 2,875 shares; 2025Q2: 3,389 shares; 2025Q3: 6,104 shares; 2025Q4: 9,613 shares; 2026Q1: 25 shares; 2026Q2: 7,779 shares 7,779 $5.1M 0.18% +7,754 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,195 shares; 2025Q4: 20,561 shares; 2026Q1: not reported; 2026Q2: 22,760 shares 22,760 $5.07M 0.18% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,394 shares; 2025Q2: 62,396 shares; 2025Q3: 63,639 shares; 2025Q4: 69,822 shares; 2026Q1: not reported; 2026Q2: 164,695 shares 164,695 $5.04M 0.18% new 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: 10,554 shares; 2024Q4: 10,700 shares; 2025Q1: 11,222 shares; 2025Q2: 11,508 shares; 2025Q3: 12,690 shares; 2025Q4: 13,261 shares; 2026Q1: not reported; 2026Q2: 14,679 shares 14,679 $5M 0.18% new 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: 14,446 shares; 2024Q4: 16,767 shares; 2025Q1: 18,875 shares; 2025Q2: 49,781 shares; 2025Q3: 46,131 shares; 2025Q4: 46,483 shares; 2026Q1: not reported; 2026Q2: 50,427 shares 50,427 $4.97M 0.17% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,882 shares; 2025Q1: 4,817 shares; 2025Q2: 5,112 shares; 2025Q3: 5,773 shares; 2025Q4: 6,318 shares; 2026Q1: 20 shares; 2026Q2: 6,446 shares 6,446 $4.92M 0.17% +6,426 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: 71,023 shares; 2024Q4: 69,422 shares; 2025Q1: 69,217 shares; 2025Q2: 67,573 shares; 2025Q3: 69,222 shares; 2025Q4: 71,398 shares; 2026Q1: 225 shares; 2026Q2: 61,951 shares 61,951 $4.83M 0.17% +61,726 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,774 shares; 2024Q4: 29,283 shares; 2025Q1: 29,785 shares; 2025Q2: 27,591 shares; 2025Q3: 28,001 shares; 2025Q4: 30,711 shares; 2026Q1: not reported; 2026Q2: 175,483 shares 175,483 $4.81M 0.17% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,741 shares; 2024Q4: 60,997 shares; 2025Q1: 50,798 shares; 2025Q2: 66,280 shares; 2025Q3: 54,564 shares; 2025Q4: 56,236 shares; 2026Q1: not reported; 2026Q2: 62,379 shares 62,379 $4.78M 0.17% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,614 shares; 2024Q4: 78,190 shares; 2025Q1: 77,469 shares; 2025Q2: 78,146 shares; 2025Q3: 81,930 shares; 2025Q4: 82,923 shares; 2026Q1: not reported; 2026Q2: 83,267 shares 83,267 $4.77M 0.17% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,251 shares; 2024Q4: 89,380 shares; 2025Q1: 91,863 shares; 2025Q2: 95,057 shares; 2025Q3: 116,072 shares; 2025Q4: 116,970 shares; 2026Q1: 620 shares; 2026Q2: 117,256 shares 117,256 $4.6M 0.16% +116,636 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: not reported; 2024Q4: 8,235 shares; 2025Q1: 8,150 shares; 2025Q2: 7,851 shares; 2025Q3: 7,274 shares; 2025Q4: 7,422 shares; 2026Q1: 33 shares; 2026Q2: 7,917 shares 7,917 $4.6M 0.16% +7,884 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: 20,669 shares; 2024Q4: 20,613 shares; 2025Q1: 22,459 shares; 2025Q2: 21,767 shares; 2025Q3: 21,570 shares; 2025Q4: 21,563 shares; 2026Q1: not reported; 2026Q2: 21,966 shares 21,966 $4.59M 0.16% new Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,093 shares; 2025Q3: 100,085 shares; 2025Q4: 101,483 shares; 2026Q1: 4,055 shares; 2026Q2: 118,022 shares 118,022 $4.58M 0.16% +113,967 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,034 shares; 2025Q4: 65,674 shares; 2026Q1: not reported; 2026Q2: 75,772 shares 75,772 $4.57M 0.16% new Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172,390 shares; 2026Q1: not reported; 2026Q2: 171,160 shares 171,160 $4.56M 0.16% new Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 409,162 shares 409,162 $4.56M 0.16% new Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,078 shares; 2024Q4: 65,448 shares; 2025Q1: 74,872 shares; 2025Q2: 78,152 shares; 2025Q3: 83,320 shares; 2025Q4: 87,035 shares; 2026Q1: not reported; 2026Q2: 75,781 shares 75,781 $4.5M 0.16% new 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: 20,122 shares; 2024Q4: 20,284 shares; 2025Q1: 20,292 shares; 2025Q2: 21,015 shares; 2025Q3: 20,225 shares; 2025Q4: 20,102 shares; 2026Q1: not reported; 2026Q2: 20,349 shares 20,349 $4.49M 0.16% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,029 shares; 2024Q4: 209,361 shares; 2025Q1: 231,508 shares; 2025Q2: 246,814 shares; 2025Q3: 273,271 shares; 2025Q4: 280,299 shares; 2026Q1: not reported; 2026Q2: 73,133 shares 73,133 $4.48M 0.16% new 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: 23,785 shares; 2024Q4: 23,975 shares; 2025Q1: 24,976 shares; 2025Q2: 26,314 shares; 2025Q3: 28,733 shares; 2025Q4: 29,458 shares; 2026Q1: not reported; 2026Q2: 32,472 shares 32,472 $4.46M 0.16% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,925 shares; 2025Q1: 19,644 shares; 2025Q2: 21,526 shares; 2025Q3: 23,210 shares; 2025Q4: 25,744 shares; 2026Q1: not reported; 2026Q2: 40,806 shares 40,806 $4.45M 0.16% new 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: 10,930 shares; 2024Q4: 13,044 shares; 2025Q1: 13,387 shares; 2025Q2: 27,901 shares; 2025Q3: 84,047 shares; 2025Q4: 85,535 shares; 2026Q1: not reported; 2026Q2: 84,810 shares 84,810 $4.44M 0.16% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,421 shares; 2024Q4: 32,114 shares; 2025Q1: 31,430 shares; 2025Q2: 31,324 shares; 2025Q3: 31,970 shares; 2025Q4: 32,424 shares; 2026Q1: not reported; 2026Q2: 32,961 shares 32,961 $4.33M 0.15% new 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: 53,604 shares; 2024Q4: 52,070 shares; 2025Q1: 46,719 shares; 2025Q2: 47,958 shares; 2025Q3: 46,499 shares; 2025Q4: 45,181 shares; 2026Q1: 1,760 shares; 2026Q2: 53,030 shares 53,030 $4.31M 0.15% +51,270 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,921 shares; 2025Q3: 80,504 shares; 2025Q4: 85,161 shares; 2026Q1: not reported; 2026Q2: 99,681 shares 99,681 $4.3M 0.15% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,568 shares; 2025Q1: 41,685 shares; 2025Q2: 43,528 shares; 2025Q3: 47,543 shares; 2025Q4: 49,201 shares; 2026Q1: not reported; 2026Q2: 51,895 shares 51,895 $4.29M 0.15% new 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: 28,768 shares; 2024Q4: 29,308 shares; 2025Q1: 27,220 shares; 2025Q2: 26,901 shares; 2025Q3: 26,163 shares; 2025Q4: 26,681 shares; 2026Q1: not reported; 2026Q2: 44,556 shares 44,556 $4.25M 0.15% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,152 shares; 2024Q4: 23,072 shares; 2025Q1: 23,039 shares; 2025Q2: 23,028 shares; 2025Q3: 24,348 shares; 2025Q4: 25,477 shares; 2026Q1: not reported; 2026Q2: 25,024 shares 25,024 $4.21M 0.15% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145,694 shares; 2026Q1: not reported; 2026Q2: 161,765 shares 161,765 $4.2M 0.15% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,336 shares; 2024Q4: 34,169 shares; 2025Q1: 31,716 shares; 2025Q2: 32,195 shares; 2025Q3: 34,406 shares; 2025Q4: 36,149 shares; 2026Q1: 102 shares; 2026Q2: 13,956 shares 13,956 $4.19M 0.15% +13,854 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,619 shares; 2024Q4: 48,405 shares; 2025Q1: 48,062 shares; 2025Q2: 51,018 shares; 2025Q3: 47,385 shares; 2025Q4: 47,108 shares; 2026Q1: not reported; 2026Q2: 43,412 shares 43,412 $4.18M 0.15% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,123 shares; 2024Q4: 43,185 shares; 2025Q1: 41,803 shares; 2025Q2: 41,385 shares; 2025Q3: 37,483 shares; 2025Q4: 37,069 shares; 2026Q1: 1,401 shares; 2026Q2: 43,211 shares 43,211 $4.17M 0.15% +41,810 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,529 shares; 2024Q4: 29,420 shares; 2025Q1: 34,990 shares; 2025Q2: 43,973 shares; 2025Q3: 51,252 shares; 2025Q4: 53,550 shares; 2026Q1: not reported; 2026Q2: 60,422 shares 60,422 $4.14M 0.14% new Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 27,098 shares; 2026Q1: not reported; 2026Q2: 27,747 shares 27,747 $4.11M 0.14% new 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: 55,577 shares; 2024Q4: 58,474 shares; 2025Q1: 62,569 shares; 2025Q2: 63,551 shares; 2025Q3: 68,103 shares; 2025Q4: 68,432 shares; 2026Q1: not reported; 2026Q2: 75,362 shares 75,362 $4.09M 0.14% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,174 shares; 2025Q1: 3,285 shares; 2025Q2: 3,391 shares; 2025Q3: 3,655 shares; 2025Q4: 3,771 shares; 2026Q1: not reported; 2026Q2: 4,119 shares 4,119 $3.96M 0.14% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,993 shares; 2024Q4: 44,209 shares; 2025Q1: 36,035 shares; 2025Q2: 39,054 shares; 2025Q3: 42,969 shares; 2025Q4: 48,191 shares; 2026Q1: not reported; 2026Q2: 47,801 shares 47,801 $3.95M 0.14% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,397 shares; 2024Q4: 8,597 shares; 2025Q1: 9,152 shares; 2025Q2: 9,769 shares; 2025Q3: 10,988 shares; 2025Q4: 11,889 shares; 2026Q1: not reported; 2026Q2: 13,458 shares 13,458 $3.95M 0.14% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,712 shares; 2024Q4: 79,901 shares; 2025Q1: 87,643 shares; 2025Q2: 85,521 shares; 2025Q3: 73,954 shares; 2025Q4: 74,825 shares; 2026Q1: not reported; 2026Q2: 85,435 shares 85,435 $3.94M 0.14% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,287 shares; 2024Q4: 11,287 shares; 2025Q1: 11,287 shares; 2025Q2: 12,106 shares; 2025Q3: 16,017 shares; 2025Q4: 17,867 shares; 2026Q1: not reported; 2026Q2: 18,154 shares 18,154 $3.86M 0.14% new 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: 7,481 shares; 2024Q4: 7,493 shares; 2025Q1: 6,588 shares; 2025Q2: 6,514 shares; 2025Q3: 6,471 shares; 2025Q4: 6,324 shares; 2026Q1: not reported; 2026Q2: 5,389 shares 5,389 $3.84M 0.13% new 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: 30,872 shares; 2025Q1: 50,283 shares; 2025Q2: 65,023 shares; 2025Q3: 66,734 shares; 2025Q4: 65,720 shares; 2026Q1: not reported; 2026Q2: 71,262 shares 71,262 $3.78M 0.13% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,935 shares; 2024Q4: 23,893 shares; 2025Q1: 29,200 shares; 2025Q2: 29,999 shares; 2025Q3: 31,933 shares; 2025Q4: 24,577 shares; 2026Q1: not reported; 2026Q2: 33,109 shares 33,109 $3.76M 0.13% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,934 shares; 2025Q1: 22,923 shares; 2025Q2: 24,064 shares; 2025Q3: 26,301 shares; 2025Q4: 27,382 shares; 2026Q1: not reported; 2026Q2: 31,679 shares 31,679 $3.74M 0.13% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,811 shares; 2025Q4: 56,763 shares; 2026Q1: not reported; 2026Q2: 64,156 shares 64,156 $3.7M 0.13% new Timeline VTIP 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: not reported; 2024Q4: 4,557 shares; 2025Q1: 51,894 shares; 2025Q2: 55,691 shares; 2025Q3: 59,985 shares; 2025Q4: 67,346 shares; 2026Q1: 96 shares; 2026Q2: 71,783 shares 71,783 $3.61M 0.13% +71,687 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,343 shares; 2024Q4: 22,826 shares; 2025Q1: 25,512 shares; 2025Q2: 24,535 shares; 2025Q3: 20,799 shares; 2025Q4: 18,827 shares; 2026Q1: not reported; 2026Q2: 22,615 shares 22,615 $3.59M 0.13% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 244 shares; 2025Q1: 262 shares; 2025Q2: 280 shares; 2025Q3: 347 shares; 2025Q4: 361 shares; 2026Q1: not reported; 2026Q2: 524 shares 524 $3.57M 0.13% new Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,063 shares; 2024Q4: 174,290 shares; 2025Q1: 181,651 shares; 2025Q2: 202,970 shares; 2025Q3: 213,901 shares; 2025Q4: 226,386 shares; 2026Q1: not reported; 2026Q2: 148,853 shares 148,853 $3.54M 0.12% new 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: 4,671 shares; 2024Q4: 5,281 shares; 2025Q1: 5,395 shares; 2025Q2: 4,758 shares; 2025Q3: 5,636 shares; 2025Q4: 5,728 shares; 2026Q1: not reported; 2026Q2: 6,885 shares 6,885 $3.54M 0.12% new Timeline FV 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: 41,445 shares; 2024Q4: 39,942 shares; 2025Q1: 40,874 shares; 2025Q2: 41,718 shares; 2025Q3: 39,670 shares; 2025Q4: 43,877 shares; 2026Q1: not reported; 2026Q2: 45,523 shares 45,523 $3.45M 0.12% new 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: 12,709 shares; 2024Q4: 13,615 shares; 2025Q1: 14,670 shares; 2025Q2: 15,380 shares; 2025Q3: 16,757 shares; 2025Q4: 18,138 shares; 2026Q1: not reported; 2026Q2: 21,040 shares 21,040 $3.44M 0.12% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,725 shares; 2024Q4: 30,259 shares; 2025Q1: 31,168 shares; 2025Q2: 30,530 shares; 2025Q3: 29,407 shares; 2025Q4: 28,738 shares; 2026Q1: not reported; 2026Q2: 28,079 shares 28,079 $3.41M 0.12% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,491 shares; 2024Q4: 27,642 shares; 2025Q1: 32,223 shares; 2025Q2: 32,359 shares; 2025Q3: 34,728 shares; 2025Q4: 34,232 shares; 2026Q1: not reported; 2026Q2: 30,411 shares 30,411 $3.41M 0.12% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,375 shares; 2024Q4: 39,766 shares; 2025Q1: 35,471 shares; 2025Q2: 28,852 shares; 2025Q3: 40,044 shares; 2025Q4: 31,021 shares; 2026Q1: not reported; 2026Q2: 56,552 shares 56,552 $3.38M 0.12% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,133 shares; 2024Q4: 6,571 shares; 2025Q1: 7,189 shares; 2025Q2: 7,659 shares; 2025Q3: 8,920 shares; 2025Q4: 9,810 shares; 2026Q1: not reported; 2026Q2: 12,081 shares 12,081 $3.33M 0.12% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,825 shares; 2025Q1: 8,919 shares; 2025Q2: 9,161 shares; 2025Q3: 10,767 shares; 2025Q4: 11,058 shares; 2026Q1: not reported; 2026Q2: 5,890 shares 5,890 $3.31M 0.12% new 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: 3,899 shares; 2025Q1: 4,004 shares; 2025Q2: 9,063 shares; 2025Q3: 9,186 shares; 2025Q4: 10,675 shares; 2026Q1: not reported; 2026Q2: 32,886 shares 32,886 $3.31M 0.12% new Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,415 shares; 2024Q4: 54,401 shares; 2025Q1: 60,282 shares; 2025Q2: 59,800 shares; 2025Q3: 63,966 shares; 2025Q4: 67,441 shares; 2026Q1: not reported; 2026Q2: 74,932 shares 74,932 $3.3M 0.12% new Timeline VOT 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: 9,499 shares; 2024Q4: 9,498 shares; 2025Q1: 9,888 shares; 2025Q2: 10,205 shares; 2025Q3: 10,443 shares; 2025Q4: 10,661 shares; 2026Q1: not reported; 2026Q2: 10,746 shares 10,746 $3.29M 0.12% new 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: 9,444 shares; 2024Q4: 9,479 shares; 2025Q1: 9,143 shares; 2025Q2: 9,183 shares; 2025Q3: 9,289 shares; 2025Q4: 9,292 shares; 2026Q1: not reported; 2026Q2: 9,053 shares 9,053 $3.28M 0.11% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,538 shares; 2025Q2: 5,533 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,629 shares 57,629 $3.25M 0.11% 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: 20,485 shares; 2024Q4: 21,962 shares; 2025Q1: 25,767 shares; 2025Q2: 28,463 shares; 2025Q3: 28,828 shares; 2025Q4: 27,600 shares; 2026Q1: 868 shares; 2026Q2: 52,332 shares 52,332 $3.24M 0.11% +51,464 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,389 shares 42,389 $3.23M 0.11% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,653 shares; 2024Q4: 11,135 shares; 2025Q1: 11,126 shares; 2025Q2: 10,984 shares; 2025Q3: 11,057 shares; 2025Q4: 11,670 shares; 2026Q1: 60 shares; 2026Q2: 12,104 shares 12,104 $3.2M 0.11% +12,044 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,238 shares; 2024Q4: 30,417 shares; 2025Q1: 27,482 shares; 2025Q2: 3,747 shares; 2025Q3: 3,681 shares; 2025Q4: 3,757 shares; 2026Q1: not reported; 2026Q2: 31,002 shares 31,002 $3.17M 0.11% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,412 shares; 2024Q4: 45,438 shares; 2025Q1: 42,995 shares; 2025Q2: 21,552 shares; 2025Q3: 20,435 shares; 2025Q4: 20,211 shares; 2026Q1: 137 shares; 2026Q2: 21,515 shares 21,515 $3.1M 0.11% +21,378 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,954 shares; 2025Q2: 63,621 shares; 2025Q3: 76,172 shares; 2025Q4: 79,881 shares; 2026Q1: not reported; 2026Q2: 57,076 shares 57,076 $3.05M 0.11% new Timeline KRE 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: 13,217 shares; 2024Q4: 22,840 shares; 2025Q1: 24,307 shares; 2025Q2: 7,445 shares; 2025Q3: 8,392 shares; 2025Q4: 8,581 shares; 2026Q1: not reported; 2026Q2: 40,503 shares 40,503 $3.03M 0.11% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; 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: 11,118 shares 11,118 $3.02M 0.11% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,662 shares; 2025Q1: 7,794 shares; 2025Q2: 8,263 shares; 2025Q3: 8,097 shares; 2025Q4: 7,611 shares; 2026Q1: 487 shares; 2026Q2: 12,382 shares 12,382 $3M 0.11% +11,895 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,976 shares; 2024Q4: 4,884 shares; 2025Q1: 4,817 shares; 2025Q2: 4,768 shares; 2025Q3: 4,717 shares; 2025Q4: 4,563 shares; 2026Q1: 3 shares; 2026Q2: 4,265 shares 4,265 $3M 0.11% +4,262 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: 24,261 shares; 2024Q4: 16,354 shares; 2025Q1: 18,056 shares; 2025Q2: 13,985 shares; 2025Q3: 45,101 shares; 2025Q4: 44,393 shares; 2026Q1: not reported; 2026Q2: 28,890 shares 28,890 $2.99M 0.1% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,555 shares; 2024Q4: 13,411 shares; 2025Q1: 18,798 shares; 2025Q2: 21,002 shares; 2025Q3: 44,185 shares; 2025Q4: 59,444 shares; 2026Q1: not reported; 2026Q2: 70,563 shares 70,563 $2.99M 0.1% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,386 shares; 2025Q3: 53,284 shares; 2025Q4: 55,944 shares; 2026Q1: not reported; 2026Q2: 58,694 shares 58,694 $2.97M 0.1% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,529 shares; 2024Q4: 17,795 shares; 2025Q1: 18,250 shares; 2025Q2: 18,396 shares; 2025Q3: 20,054 shares; 2025Q4: 21,189 shares; 2026Q1: not reported; 2026Q2: 24,111 shares 24,111 $2.97M 0.1% new 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: 8,565 shares; 2024Q4: 8,435 shares; 2025Q1: 8,114 shares; 2025Q2: 8,200 shares; 2025Q3: 8,063 shares; 2025Q4: 8,020 shares; 2026Q1: not reported; 2026Q2: 8,749 shares 8,749 $2.96M 0.1% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,691 shares; 2025Q1: 2,963 shares; 2025Q2: 10,560 shares; 2025Q3: 11,384 shares; 2025Q4: 11,478 shares; 2026Q1: not reported; 2026Q2: 12,113 shares 12,113 $2.94M 0.1% new 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: 12,911 shares; 2024Q4: 12,306 shares; 2025Q1: 12,448 shares; 2025Q2: 13,817 shares; 2025Q3: 15,884 shares; 2025Q4: 16,785 shares; 2026Q1: 438 shares; 2026Q2: 17,453 shares 17,453 $2.89M 0.1% +17,015 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: 14,403 shares; 2024Q4: 15,503 shares; 2025Q1: 15,759 shares; 2025Q2: 15,996 shares; 2025Q3: 29,779 shares; 2025Q4: 30,805 shares; 2026Q1: 98 shares; 2026Q2: 31,963 shares 31,963 $2.81M 0.1% +31,865 Timeline FPX 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: 5,804 shares; 2025Q1: 5,805 shares; 2025Q2: 8,263 shares; 2025Q3: 16,228 shares; 2025Q4: 17,693 shares; 2026Q1: not reported; 2026Q2: 13,428 shares 13,428 $2.77M 0.1% new 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: 33,373 shares; 2024Q4: 33,326 shares; 2025Q1: 33,214 shares; 2025Q2: 33,515 shares; 2025Q3: 33,780 shares; 2025Q4: 34,064 shares; 2026Q1: not reported; 2026Q2: 29,741 shares 29,741 $2.74M 0.1% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,259 shares; 2024Q4: 23,669 shares; 2025Q1: 27,250 shares; 2025Q2: 33,702 shares; 2025Q3: 38,777 shares; 2025Q4: 42,321 shares; 2026Q1: 300 shares; 2026Q2: 38,843 shares 38,843 $2.7M 0.09% +38,543 Timeline FDL 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: 21,699 shares; 2024Q4: 14,134 shares; 2025Q1: 14,158 shares; 2025Q2: 26,824 shares; 2025Q3: 25,881 shares; 2025Q4: 23,310 shares; 2026Q1: 1,935 shares; 2026Q2: 55,193 shares 55,193 $2.69M 0.09% +53,258 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,212 shares; 2025Q1: 3,049 shares; 2025Q2: 2,604 shares; 2025Q3: 2,647 shares; 2025Q4: 2,889 shares; 2026Q1: not reported; 2026Q2: 4,185 shares 4,185 $2.68M 0.09% new 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: 81,017 shares; 2024Q4: 82,831 shares; 2025Q1: 51,305 shares; 2025Q2: 60,046 shares; 2025Q3: 37,827 shares; 2025Q4: 48,817 shares; 2026Q1: not reported; 2026Q2: 42,961 shares 42,961 $2.67M 0.09% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,906 shares; 2025Q3: 41,370 shares; 2025Q4: 45,452 shares; 2026Q1: not reported; 2026Q2: 50,623 shares 50,623 $2.67M 0.09% new Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,566 shares; 2024Q4: 119,410 shares; 2025Q1: 139,926 shares; 2025Q2: 139,209 shares; 2025Q3: 147,287 shares; 2025Q4: 94,578 shares; 2026Q1: not reported; 2026Q2: 105,398 shares 105,398 $2.66M 0.09% new 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: 21,213 shares; 2024Q4: 19,382 shares; 2025Q1: 19,804 shares; 2025Q2: 24,941 shares; 2025Q3: 24,893 shares; 2025Q4: 24,607 shares; 2026Q1: 158 shares; 2026Q2: 20,458 shares 20,458 $2.63M 0.09% +20,300 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: 4,619 shares; 2025Q1: 4,621 shares; 2025Q2: 4,764 shares; 2025Q3: 4,623 shares; 2025Q4: 4,584 shares; 2026Q1: 21 shares; 2026Q2: 2,708 shares 2,708 $2.61M 0.09% +2,687 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: 18,809 shares; 2024Q4: 20,530 shares; 2025Q1: 18,665 shares; 2025Q2: 18,801 shares; 2025Q3: 18,475 shares; 2025Q4: 19,959 shares; 2026Q1: 223 shares; 2026Q2: 17,795 shares 17,795 $2.61M 0.09% +17,572 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,601 shares; 2024Q4: 33,217 shares; 2025Q1: 36,911 shares; 2025Q2: 34,490 shares; 2025Q3: 35,691 shares; 2025Q4: 38,222 shares; 2026Q1: not reported; 2026Q2: 34,501 shares 34,501 $2.6M 0.09% new Timeline MDB MONGODB INC More: the full row for MONGODB 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: 7,464 shares; 2025Q4: 7,672 shares; 2026Q1: not reported; 2026Q2: 7,721 shares 7,721 $2.59M 0.09% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,687 shares; 2025Q1: 5,573 shares; 2025Q2: 3,421 shares; 2025Q3: 5,327 shares; 2025Q4: 6,038 shares; 2026Q1: not reported; 2026Q2: 26,767 shares 26,767 $2.55M 0.09% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,213 shares; 2024Q4: 32,185 shares; 2025Q1: 36,767 shares; 2025Q2: 36,846 shares; 2025Q3: 37,459 shares; 2025Q4: 38,935 shares; 2026Q1: not reported; 2026Q2: 44,562 shares 44,562 $2.54M 0.09% new Timeline ICLO 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: 98,965 shares 98,965 $2.53M 0.09% new Timeline FELC 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: 11,221 shares; 2025Q1: 20,771 shares; 2025Q2: 28,112 shares; 2025Q3: 30,458 shares; 2025Q4: 36,431 shares; 2026Q1: not reported; 2026Q2: 59,654 shares 59,654 $2.5M 0.09% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,885 shares; 2025Q4: 5,984 shares; 2026Q1: 230 shares; 2026Q2: 15,013 shares 15,013 $2.48M 0.09% +14,783 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: 11,712 shares; 2024Q4: 12,060 shares; 2025Q1: 13,752 shares; 2025Q2: 15,052 shares; 2025Q3: 16,022 shares; 2025Q4: 16,048 shares; 2026Q1: not reported; 2026Q2: 18,277 shares 18,277 $2.47M 0.09% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,835 shares; 2024Q4: 129,332 shares; 2025Q1: 42,884 shares; 2025Q2: 43,730 shares; 2025Q3: 43,730 shares; 2025Q4: 44,580 shares; 2026Q1: not reported; 2026Q2: 44,516 shares 44,516 $2.43M 0.09% new 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: 32,016 shares; 2024Q4: 35,741 shares; 2025Q1: 32,751 shares; 2025Q2: 32,999 shares; 2025Q3: 33,121 shares; 2025Q4: 30,743 shares; 2026Q1: 1,356 shares; 2026Q2: 34,114 shares 34,114 $2.43M 0.09% +32,758 Timeline FMDE 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: 6,467 shares; 2025Q2: 35,183 shares; 2025Q3: 39,901 shares; 2025Q4: 40,765 shares; 2026Q1: not reported; 2026Q2: 59,679 shares 59,679 $2.42M 0.08% new Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,925 shares; 2025Q2: 36,559 shares; 2025Q3: 36,304 shares; 2025Q4: 34,018 shares; 2026Q1: not reported; 2026Q2: 39,538 shares 39,538 $2.41M 0.08% 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: 20,271 shares; 2024Q4: 15,741 shares; 2025Q1: 20,704 shares; 2025Q2: 28,527 shares; 2025Q3: 31,813 shares; 2025Q4: 38,374 shares; 2026Q1: 3,800 shares; 2026Q2: 47,535 shares 47,535 $2.4M 0.08% +43,735 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: 13,141 shares; 2024Q4: 9,854 shares; 2025Q1: 9,748 shares; 2025Q2: 13,078 shares; 2025Q3: 12,970 shares; 2025Q4: 10,423 shares; 2026Q1: 994 shares; 2026Q2: 9,363 shares 9,363 $2.39M 0.08% +8,369 Timeline AFSM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,501 shares; 2025Q3: 60,948 shares; 2025Q4: 61,679 shares; 2026Q1: not reported; 2026Q2: 57,933 shares 57,933 $2.38M 0.08% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,696 shares; 2025Q2: 105,880 shares; 2025Q3: 114,724 shares; 2025Q4: 131,713 shares; 2026Q1: not reported; 2026Q2: 149,856 shares 149,856 $2.38M 0.08% new Timeline FENI 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: 204 shares; 2026Q2: 59,159 shares 59,159 $2.37M 0.08% +58,955 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: 23,382 shares; 2025Q4: 25,720 shares; 2026Q1: not reported; 2026Q2: 30,194 shares 30,194 $2.36M 0.08% new 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: 15,526 shares; 2024Q4: 15,455 shares; 2025Q1: 15,455 shares; 2025Q2: 15,379 shares; 2025Q3: 14,768 shares; 2025Q4: 14,215 shares; 2026Q1: not reported; 2026Q2: 13,893 shares 13,893 $2.36M 0.08% new 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: 31,065 shares; 2024Q4: 29,198 shares; 2025Q1: 29,562 shares; 2025Q2: 29,742 shares; 2025Q3: 28,693 shares; 2025Q4: 30,950 shares; 2026Q1: not reported; 2026Q2: 38,273 shares 38,273 $2.35M 0.08% new Timeline IHF 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: 42,382 shares 42,382 $2.35M 0.08% new Timeline XMMO 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: 1,636 shares; 2025Q1: 1,854 shares; 2025Q2: 3,141 shares; 2025Q3: 9,517 shares; 2025Q4: 12,263 shares; 2026Q1: 1,191 shares; 2026Q2: 13,726 shares 13,726 $2.34M 0.08% +12,535 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,395 shares; 2024Q4: 49,141 shares; 2025Q1: 49,255 shares; 2025Q2: 49,912 shares; 2025Q3: 48,460 shares; 2025Q4: 45,518 shares; 2026Q1: not reported; 2026Q2: 45,349 shares 45,349 $2.33M 0.08% new Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 27,742 shares; 2026Q1: not reported; 2026Q2: 44,379 shares 44,379 $2.29M 0.08% new 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: not reported; 2024Q4: 33,406 shares; 2025Q1: 44,581 shares; 2025Q2: 60,589 shares; 2025Q3: 64,816 shares; 2025Q4: 60,770 shares; 2026Q1: 1,616 shares; 2026Q2: 67,024 shares 67,024 $2.27M 0.08% +65,408 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: 34,584 shares; 2024Q4: 35,744 shares; 2025Q1: 35,473 shares; 2025Q2: 35,747 shares; 2025Q3: 35,645 shares; 2025Q4: 35,720 shares; 2026Q1: not reported; 2026Q2: 32,877 shares 32,877 $2.25M 0.08% new Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,855 shares; 2024Q4: 44,272 shares; 2025Q1: 46,444 shares; 2025Q2: 47,240 shares; 2025Q3: 46,338 shares; 2025Q4: 37,972 shares; 2026Q1: not reported; 2026Q2: 37,972 shares 37,972 $2.23M 0.08% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,746 shares; 2024Q4: 15,708 shares; 2025Q1: 15,525 shares; 2025Q2: 15,382 shares; 2025Q3: 14,572 shares; 2025Q4: 13,505 shares; 2026Q1: not reported; 2026Q2: 12,442 shares 12,442 $2.22M 0.08% new Timeline SPYD 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: 46,464 shares; 2024Q4: 46,985 shares; 2025Q1: 46,055 shares; 2025Q2: 44,436 shares; 2025Q3: 44,194 shares; 2025Q4: 42,611 shares; 2026Q1: not reported; 2026Q2: 46,169 shares 46,169 $2.2M 0.08% new Timeline SPLV 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: 35,102 shares; 2024Q4: 34,160 shares; 2025Q1: 43,914 shares; 2025Q2: 47,639 shares; 2025Q3: 26,906 shares; 2025Q4: 25,991 shares; 2026Q1: 1,401 shares; 2026Q2: 29,379 shares 29,379 $2.2M 0.08% +27,978 Timeline JMEE 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: 10,246 shares; 2025Q1: 10,778 shares; 2025Q2: 11,741 shares; 2025Q3: 12,806 shares; 2025Q4: 13,906 shares; 2026Q1: 103 shares; 2026Q2: 28,071 shares 28,071 $2.19M 0.08% +27,968 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,431 shares; 2024Q4: 41,057 shares; 2025Q1: 32,488 shares; 2025Q2: 31,121 shares; 2025Q3: 39,630 shares; 2025Q4: 27,846 shares; 2026Q1: not reported; 2026Q2: 44,136 shares 44,136 $2.18M 0.08% 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: 40,410 shares; 2024Q4: 58,463 shares; 2025Q1: 58,363 shares; 2025Q2: 39,826 shares; 2025Q3: 37,332 shares; 2025Q4: 36,240 shares; 2026Q1: 656 shares; 2026Q2: 43,819 shares 43,819 $2.18M 0.08% +43,163 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: 28,829 shares; 2024Q4: 25,913 shares; 2025Q1: 16,283 shares; 2025Q2: 18,566 shares; 2025Q3: 14,579 shares; 2025Q4: 26,875 shares; 2026Q1: not reported; 2026Q2: 40,796 shares 40,796 $2.17M 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,871 shares; 2025Q3: 7,933 shares; 2025Q4: 8,930 shares; 2026Q1: not reported; 2026Q2: 22,389 shares 22,389 $2.16M 0.08% new 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: not reported; 2024Q4: 2,152 shares; 2025Q1: 2,045 shares; 2025Q2: 2,088 shares; 2025Q3: 1,993 shares; 2025Q4: 2,049 shares; 2026Q1: not reported; 2026Q2: 2,305 shares 2,305 $2.16M 0.08% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,200 shares; 2025Q3: 11,390 shares; 2025Q4: 16,612 shares; 2026Q1: not reported; 2026Q2: 15,282 shares 15,282 $2.15M 0.08% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,261 shares; 2025Q1: 11,664 shares; 2025Q2: 12,547 shares; 2025Q3: 12,461 shares; 2025Q4: 11,864 shares; 2026Q1: not reported; 2026Q2: 12,235 shares 12,235 $2.15M 0.08% new Timeline JBSS SANFILIPPO JOHN B & SON INC More: the full row for SANFILIPPO JOHN B & SON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,375 shares; 2025Q2: 17,375 shares; 2025Q3: 17,192 shares; 2025Q4: 13,704 shares; 2026Q1: not reported; 2026Q2: 24,590 shares 24,590 $2.11M 0.07% new Timeline IBDS 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: 62,388 shares; 2025Q4: 64,815 shares; 2026Q1: not reported; 2026Q2: 86,968 shares 86,968 $2.11M 0.07% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,580 shares; 2024Q4: 23,528 shares; 2025Q1: 24,551 shares; 2025Q2: 25,380 shares; 2025Q3: 32,682 shares; 2025Q4: 50,474 shares; 2026Q1: not reported; 2026Q2: 33,429 shares 33,429 $2.1M 0.07% new 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: not reported; 2024Q4: 4,068 shares; 2025Q1: 4,933 shares; 2025Q2: 6,182 shares; 2025Q3: 5,982 shares; 2025Q4: 5,939 shares; 2026Q1: not reported; 2026Q2: 7,438 shares 7,438 $2.09M 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 15,096 shares; 2025Q2: 119,069 shares; 2025Q3: 108,624 shares; 2025Q4: 125,516 shares; 2026Q1: 3,677 shares; 2026Q2: 125,060 shares 125,060 $2.09M 0.07% +121,383 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,134 shares; 2024Q4: 10,580 shares; 2025Q1: 11,183 shares; 2025Q2: 11,720 shares; 2025Q3: 13,251 shares; 2025Q4: 14,535 shares; 2026Q1: not reported; 2026Q2: 16,756 shares 16,756 $2.09M 0.07% new Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,719 shares; 2024Q4: 90,026 shares; 2025Q1: 90,198 shares; 2025Q2: 88,107 shares; 2025Q3: 87,909 shares; 2025Q4: 88,432 shares; 2026Q1: not reported; 2026Q2: 86,553 shares 86,553 $2.07M 0.07% new Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,046 shares; 2024Q4: 37,829 shares; 2025Q1: 45,611 shares; 2025Q2: 66,799 shares; 2025Q3: 78,285 shares; 2025Q4: 82,070 shares; 2026Q1: not reported; 2026Q2: 92,768 shares 92,768 $2.07M 0.07% new 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: not reported; 2024Q4: 4,550 shares; 2025Q1: 4,220 shares; 2025Q2: 4,092 shares; 2025Q3: 4,140 shares; 2025Q4: 4,722 shares; 2026Q1: 4 shares; 2026Q2: 25,405 shares 25,405 $2.05M 0.07% +25,401 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,818 shares; 2025Q1: 6,240 shares; 2025Q2: 6,168 shares; 2025Q3: 8,125 shares; 2025Q4: 8,160 shares; 2026Q1: not reported; 2026Q2: 8,574 shares 8,574 $2.04M 0.07% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,021 shares; 2025Q1: 15,111 shares; 2025Q2: 30,997 shares; 2025Q3: 25,026 shares; 2025Q4: 25,618 shares; 2026Q1: not reported; 2026Q2: 46,207 shares 46,207 $2.03M 0.07% new 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: 29,876 shares; 2024Q4: 28,888 shares; 2025Q1: 28,485 shares; 2025Q2: 36,785 shares; 2025Q3: 34,182 shares; 2025Q4: 33,501 shares; 2026Q1: 3,756 shares; 2026Q2: 40,180 shares 40,180 $2.03M 0.07% +36,424 Timeline IBDT 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: 59,429 shares; 2025Q4: 61,769 shares; 2026Q1: not reported; 2026Q2: 80,005 shares 80,005 $2.02M 0.07% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,566 shares; 2025Q1: 22,653 shares; 2025Q2: 43,320 shares; 2025Q3: 54,011 shares; 2025Q4: 60,124 shares; 2026Q1: not reported; 2026Q2: 77,003 shares 77,003 $2.02M 0.07% new 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: not reported; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518 shares; 2026Q2: 12,315 shares 12,315 $2.01M 0.07% +11,797 Timeline IBDU 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: 65,989 shares; 2025Q4: 68,536 shares; 2026Q1: not reported; 2026Q2: 85,990 shares 85,990 $1.99M 0.07% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,623 shares; 2024Q4: 144,860 shares; 2025Q1: 143,225 shares; 2025Q2: 146,001 shares; 2025Q3: 71,457 shares; 2025Q4: 50,243 shares; 2026Q1: not reported; 2026Q2: 46,061 shares 46,061 $1.99M 0.07% new 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: not reported; 2024Q4: 3,745 shares; 2025Q1: 3,383 shares; 2025Q2: 3,452 shares; 2025Q3: 2,815 shares; 2025Q4: 2,815 shares; 2026Q1: not reported; 2026Q2: 4,656 shares 4,656 $1.98M 0.07% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,381 shares; 2025Q2: 18,355 shares; 2025Q3: 22,138 shares; 2025Q4: 34,699 shares; 2026Q1: not reported; 2026Q2: 48,196 shares 48,196 $1.96M 0.07% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,288 shares; 2024Q4: 24,863 shares; 2025Q1: 33,908 shares; 2025Q2: 42,933 shares; 2025Q3: 42,375 shares; 2025Q4: 34,981 shares; 2026Q1: 4,063 shares; 2026Q2: 47,300 shares 47,300 $1.95M 0.07% +43,237 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: 27,478 shares; 2024Q4: 27,438 shares; 2025Q1: 27,321 shares; 2025Q2: 28,221 shares; 2025Q3: 27,771 shares; 2025Q4: 26,987 shares; 2026Q1: 205 shares; 2026Q2: 34,945 shares 34,945 $1.92M 0.07% +34,740 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: 5,858 shares; 2025Q1: 6,119 shares; 2025Q2: 7,607 shares; 2025Q3: 7,786 shares; 2025Q4: 8,967 shares; 2026Q1: not reported; 2026Q2: 18,050 shares 18,050 $1.92M 0.07% new Timeline IBDR 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: 62,571 shares; 2025Q4: 64,986 shares; 2026Q1: not reported; 2026Q2: 79,012 shares 79,012 $1.91M 0.07% new Timeline USRT 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: 28,599 shares 28,599 $1.9M 0.07% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,105 shares; 2025Q1: 13,833 shares; 2025Q2: 9,285 shares; 2025Q3: 8,619 shares; 2025Q4: 30,895 shares; 2026Q1: not reported; 2026Q2: 15,997 shares 15,997 $1.88M 0.07% new Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,140 shares; 2024Q4: 34,481 shares; 2025Q1: 34,481 shares; 2025Q2: 36,364 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,481 shares; 2026Q2: 36,364 shares 36,364 $1.87M 0.07% +1,883 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: 104,306 shares; 2024Q4: 109,301 shares; 2025Q1: 130,667 shares; 2025Q2: 155,609 shares; 2025Q3: 70,195 shares; 2025Q4: 37,976 shares; 2026Q1: 46,441 shares; 2026Q2: 97,724 shares 97,724 $1.87M 0.07% +51,283 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: not reported; 2024Q4: 4,904 shares; 2025Q1: 4,881 shares; 2025Q2: 4,981 shares; 2025Q3: 7,087 shares; 2025Q4: 6,699 shares; 2026Q1: not reported; 2026Q2: 7,573 shares 7,573 $1.86M 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,650 shares; 2026Q1: 4,000 shares; 2026Q2: 32,559 shares 32,559 $1.84M 0.06% +28,559 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,557 shares; 2024Q4: 14,950 shares; 2025Q1: 15,811 shares; 2025Q2: 17,570 shares; 2025Q3: 18,699 shares; 2025Q4: 20,500 shares; 2026Q1: not reported; 2026Q2: 23,732 shares 23,732 $1.8M 0.06% new Timeline FTGS 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: 41,093 shares; 2024Q4: 54,895 shares; 2025Q1: 48,144 shares; 2025Q2: 56,006 shares; 2025Q3: 56,188 shares; 2025Q4: 43,440 shares; 2026Q1: not reported; 2026Q2: 48,373 shares 48,373 $1.79M 0.06% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,263 shares; 2024Q4: 5,503 shares; 2025Q1: 5,945 shares; 2025Q2: 6,043 shares; 2025Q3: 5,880 shares; 2025Q4: 5,910 shares; 2026Q1: 23 shares; 2026Q2: 6,605 shares 6,605 $1.79M 0.06% +6,582 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,190 shares; 2025Q2: 18,127 shares; 2025Q3: 22,538 shares; 2025Q4: 22,246 shares; 2026Q1: not reported; 2026Q2: 22,381 shares 22,381 $1.78M 0.06% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,541 shares; 2024Q4: 27,452 shares; 2025Q1: 32,008 shares; 2025Q2: 31,523 shares; 2025Q3: 33,370 shares; 2025Q4: 32,182 shares; 2026Q1: not reported; 2026Q2: 31,606 shares 31,606 $1.76M 0.06% new 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: 23,343 shares; 2024Q4: 22,434 shares; 2025Q1: 24,185 shares; 2025Q2: 29,756 shares; 2025Q3: 8,838 shares; 2025Q4: not reported; 2026Q1: 26,320 shares; 2026Q2: 31,041 shares 31,041 $1.75M 0.06% +4,721 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,739 shares; 2024Q4: 52,061 shares; 2025Q1: 52,531 shares; 2025Q2: 52,267 shares; 2025Q3: 52,155 shares; 2025Q4: 47,755 shares; 2026Q1: not reported; 2026Q2: 56,474 shares 56,474 $1.71M 0.06% new 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: not reported; 2024Q4: 2,391 shares; 2025Q1: 2,324 shares; 2025Q2: 2,643 shares; 2025Q3: 2,270 shares; 2025Q4: 23,797 shares; 2026Q1: not reported; 2026Q2: 23,874 shares 23,874 $1.7M 0.06% new Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,142 shares; 2025Q1: 2,800 shares; 2025Q2: 2,306 shares; 2025Q3: 2,803 shares; 2025Q4: 3,721 shares; 2026Q1: not reported; 2026Q2: 5,929 shares 5,929 $1.7M 0.06% new 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: not reported; 2024Q4: 4,523 shares; 2025Q1: 4,679 shares; 2025Q2: 4,155 shares; 2025Q3: 4,173 shares; 2025Q4: 4,238 shares; 2026Q1: not reported; 2026Q2: 4,940 shares 4,940 $1.69M 0.06% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,985 shares 10,985 $1.69M 0.06% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,874 shares; 2024Q4: 35,304 shares; 2025Q1: 39,775 shares; 2025Q2: 36,050 shares; 2025Q3: 39,092 shares; 2025Q4: 36,027 shares; 2026Q1: 200 shares; 2026Q2: 38,745 shares 38,745 $1.69M 0.06% +38,545 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,857 shares 39,857 $1.69M 0.06% new 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: 68,504 shares; 2024Q4: 74,854 shares; 2025Q1: 97,534 shares; 2025Q2: 98,436 shares; 2025Q3: 74,479 shares; 2025Q4: 72,105 shares; 2026Q1: 6,000 shares; 2026Q2: 45,874 shares 45,874 $1.69M 0.06% +39,874 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,069 shares; 2024Q4: 13,974 shares; 2025Q1: 13,339 shares; 2025Q2: 11,935 shares; 2025Q3: 11,834 shares; 2025Q4: 12,098 shares; 2026Q1: not reported; 2026Q2: 10,988 shares 10,988 $1.67M 0.06% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,836 shares; 2024Q4: 27,832 shares; 2025Q1: 15,423 shares; 2025Q2: 15,373 shares; 2025Q3: 6,691 shares; 2025Q4: 6,456 shares; 2026Q1: not reported; 2026Q2: 13,390 shares 13,390 $1.67M 0.06% new Timeline PKW 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: 13,987 shares; 2024Q4: 12,668 shares; 2025Q1: 12,671 shares; 2025Q2: 12,673 shares; 2025Q3: 12,676 shares; 2025Q4: 12,678 shares; 2026Q1: not reported; 2026Q2: 11,747 shares 11,747 $1.66M 0.06% new Timeline NLR 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: 3,791 shares; 2025Q3: 6,846 shares; 2025Q4: 7,766 shares; 2026Q1: not reported; 2026Q2: 14,307 shares 14,307 $1.66M 0.06% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,869 shares; 2025Q3: 44,442 shares; 2025Q4: 44,814 shares; 2026Q1: not reported; 2026Q2: 51,040 shares 51,040 $1.66M 0.06% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,860 shares; 2024Q4: 8,582 shares; 2025Q1: 8,794 shares; 2025Q2: 8,780 shares; 2025Q3: 9,082 shares; 2025Q4: 17,362 shares; 2026Q1: not reported; 2026Q2: 14,990 shares 14,990 $1.65M 0.06% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED 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: not reported; 2026Q2: 3,534 shares 3,534 $1.65M 0.06% new Timeline XAR 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: 3,982 shares; 2025Q1: 4,277 shares; 2025Q2: 5,258 shares; 2025Q3: 5,088 shares; 2025Q4: 5,076 shares; 2026Q1: not reported; 2026Q2: 5,792 shares 5,792 $1.64M 0.06% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,540 shares; 2024Q4: 50,016 shares; 2025Q1: 61,707 shares; 2025Q2: 59,386 shares; 2025Q3: 60,618 shares; 2025Q4: 61,974 shares; 2026Q1: not reported; 2026Q2: 55,650 shares 55,650 $1.64M 0.06% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,544 shares; 2025Q1: 22,645 shares; 2025Q2: 22,792 shares; 2025Q3: 21,891 shares; 2025Q4: 21,322 shares; 2026Q1: not reported; 2026Q2: 21,390 shares 21,390 $1.63M 0.06% new Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,724 shares; 2025Q3: 25,501 shares; 2025Q4: 29,899 shares; 2026Q1: not reported; 2026Q2: 43,282 shares 43,282 $1.62M 0.06% new 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: 10,297 shares; 2024Q4: 10,301 shares; 2025Q1: 10,379 shares; 2025Q2: 10,607 shares; 2025Q3: 10,575 shares; 2025Q4: 10,572 shares; 2026Q1: not reported; 2026Q2: 10,693 shares 10,693 $1.62M 0.06% new Timeline JMOM 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: 19,622 shares; 2024Q4: 19,507 shares; 2025Q1: 19,048 shares; 2025Q2: 20,507 shares; 2025Q3: 21,101 shares; 2025Q4: 21,573 shares; 2026Q1: not reported; 2026Q2: 18,951 shares 18,951 $1.62M 0.06% new Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,341 shares; 2025Q4: 29,826 shares; 2026Q1: not reported; 2026Q2: 39,005 shares 39,005 $1.6M 0.06% new Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,841 shares; 2025Q3: 47,518 shares; 2025Q4: 58,677 shares; 2026Q1: not reported; 2026Q2: 75,815 shares 75,815 $1.58M 0.06% new 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: not reported; 2024Q4: 6,330 shares; 2025Q1: 9,288 shares; 2025Q2: 26,343 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,577 shares; 2026Q2: 36,044 shares 36,044 $1.58M 0.06% +1,467 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,408 shares; 2025Q2: 14,408 shares; 2025Q3: 14,204 shares; 2025Q4: 13,251 shares; 2026Q1: not reported; 2026Q2: 13,251 shares 13,251 $1.58M 0.06% new 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: not reported; 2026Q1: not reported; 2026Q2: 1,834 shares 1,834 $1.57M 0.06% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,190 shares 31,190 $1.57M 0.06% new 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: 120,253 shares; 2024Q4: 63,122 shares; 2025Q1: 45,374 shares; 2025Q2: 16,908 shares; 2025Q3: 16,529 shares; 2025Q4: 15,231 shares; 2026Q1: 767 shares; 2026Q2: 11,236 shares 11,236 $1.57M 0.06% +10,469 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,547 shares; 2026Q1: not reported; 2026Q2: 76,132 shares 76,132 $1.56M 0.05% new 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: not reported; 2024Q4: 1,956 shares; 2025Q1: 1,956 shares; 2025Q2: 8,679 shares; 2025Q3: 9,809 shares; 2025Q4: 7,954 shares; 2026Q1: not reported; 2026Q2: 9,492 shares 9,492 $1.55M 0.05% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,886 shares; 2025Q1: 4,153 shares; 2025Q2: 4,153 shares; 2025Q3: 4,153 shares; 2025Q4: 4,153 shares; 2026Q1: not reported; 2026Q2: 13,162 shares 13,162 $1.54M 0.05% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,866 shares; 2025Q1: 2,207 shares; 2025Q2: 2,151 shares; 2025Q3: 1,922 shares; 2025Q4: 1,955 shares; 2026Q1: not reported; 2026Q2: 2,420 shares 2,420 $1.54M 0.05% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,889 shares; 2025Q1: 3,170 shares; 2025Q2: 3,246 shares; 2025Q3: 3,311 shares; 2025Q4: 3,288 shares; 2026Q1: not reported; 2026Q2: 4,079 shares 4,079 $1.52M 0.05% new 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: 57,961 shares; 2024Q4: 54,006 shares; 2025Q1: 51,909 shares; 2025Q2: 47,918 shares; 2025Q3: 47,098 shares; 2025Q4: 43,630 shares; 2026Q1: not reported; 2026Q2: 49,865 shares 49,865 $1.52M 0.05% new Timeline CLIP 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: not reported; 2026Q2: 15,136 shares 15,136 $1.52M 0.05% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 45,854 shares 45,854 $1.51M 0.05% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,864 shares; 2024Q4: 9,246 shares; 2025Q1: 9,954 shares; 2025Q2: 11,238 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,975 shares 9,975 $1.51M 0.05% new Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,196 shares 46,196 $1.5M 0.05% new Timeline SCHZ 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: 20,033 shares; 2024Q4: 38,298 shares; 2025Q1: 50,638 shares; 2025Q2: 64,161 shares; 2025Q3: 73,279 shares; 2025Q4: 75,517 shares; 2026Q1: not reported; 2026Q2: 64,830 shares 64,830 $1.5M 0.05% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,490 shares; 2025Q1: 8,661 shares; 2025Q2: 8,942 shares; 2025Q3: 8,832 shares; 2025Q4: 9,457 shares; 2026Q1: not reported; 2026Q2: 11,134 shares 11,134 $1.5M 0.05% new 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: 15,095 shares; 2024Q4: 14,649 shares; 2025Q1: 15,530 shares; 2025Q2: 3,843 shares; 2025Q3: 3,978 shares; 2025Q4: 4,337 shares; 2026Q1: 84 shares; 2026Q2: 6,119 shares 6,119 $1.49M 0.05% +6,035 Timeline TDIV 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: 4,964 shares; 2025Q1: 4,996 shares; 2025Q2: 5,320 shares; 2025Q3: 5,743 shares; 2025Q4: 5,343 shares; 2026Q1: not reported; 2026Q2: 12,940 shares 12,940 $1.49M 0.05% new 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: 40,143 shares; 2024Q4: 40,143 shares; 2025Q1: 40,143 shares; 2025Q2: 40,333 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,333 shares; 2026Q2: 40,650 shares 40,650 $1.48M 0.05% +317 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: 12,493 shares; 2025Q2: 15,048 shares; 2025Q3: 15,147 shares; 2025Q4: 15,654 shares; 2026Q1: not reported; 2026Q2: 18,578 shares 18,578 $1.48M 0.05% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,964 shares; 2024Q4: 66,534 shares; 2025Q1: 65,387 shares; 2025Q2: 65,418 shares; 2025Q3: 67,980 shares; 2025Q4: 70,174 shares; 2026Q1: not reported; 2026Q2: 38,010 shares 38,010 $1.47M 0.05% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,761 shares; 2025Q1: 11,966 shares; 2025Q2: 11,715 shares; 2025Q3: 12,588 shares; 2025Q4: 13,204 shares; 2026Q1: not reported; 2026Q2: 14,027 shares 14,027 $1.47M 0.05% new 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: 31,992 shares; 2024Q4: 32,036 shares; 2025Q1: 33,096 shares; 2025Q2: 34,987 shares; 2025Q3: 37,748 shares; 2025Q4: 38,274 shares; 2026Q1: 1,142 shares; 2026Q2: 16,175 shares 16,175 $1.47M 0.05% +15,033 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: 15,337 shares; 2024Q4: 16,192 shares; 2025Q1: 18,698 shares; 2025Q2: 19,099 shares; 2025Q3: 18,280 shares; 2025Q4: 18,768 shares; 2026Q1: not reported; 2026Q2: 19,986 shares 19,986 $1.44M 0.05% new 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: 4,192 shares; 2024Q4: 4,223 shares; 2025Q1: 4,286 shares; 2025Q2: 5,446 shares; 2025Q3: 3,842 shares; 2025Q4: 3,739 shares; 2026Q1: not reported; 2026Q2: 3,445 shares 3,445 $1.43M 0.05% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,198 shares; 2024Q4: 22,434 shares; 2025Q1: 25,232 shares; 2025Q2: 20,747 shares; 2025Q3: 23,187 shares; 2025Q4: 22,783 shares; 2026Q1: 145 shares; 2026Q2: 18,952 shares 18,952 $1.43M 0.05% +18,807 Timeline QTEC 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: 3,588 shares; 2025Q1: 3,617 shares; 2025Q2: 4,299 shares; 2025Q3: 4,088 shares; 2025Q4: 3,893 shares; 2026Q1: not reported; 2026Q2: 4,236 shares 4,236 $1.42M 0.05% new 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: 13,521 shares; 2024Q4: 14,332 shares; 2025Q1: 13,874 shares; 2025Q2: 17,530 shares; 2025Q3: 18,721 shares; 2025Q4: 17,140 shares; 2026Q1: 500 shares; 2026Q2: 17,032 shares 17,032 $1.4M 0.05% +16,532 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 7,162 shares 7,162 $1.39M 0.05% +7,158 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,854 shares 19,854 $1.39M 0.05% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,268 shares; 2025Q1: 8,759 shares; 2025Q2: 6,766 shares; 2025Q3: 6,902 shares; 2025Q4: 7,052 shares; 2026Q1: not reported; 2026Q2: 8,378 shares 8,378 $1.38M 0.05% new Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,218 shares; 2025Q1: 15,713 shares; 2025Q2: 20,228 shares; 2025Q3: 20,830 shares; 2025Q4: 23,228 shares; 2026Q1: not reported; 2026Q2: 31,045 shares 31,045 $1.36M 0.05% new 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: 3,293 shares; 2025Q1: 3,064 shares; 2025Q2: 2,893 shares; 2025Q3: 2,358 shares; 2025Q4: 2,321 shares; 2026Q1: 54 shares; 2026Q2: 3,123 shares 3,123 $1.35M 0.05% +3,069 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,790 shares; 2025Q3: 44,799 shares; 2025Q4: 42,498 shares; 2026Q1: not reported; 2026Q2: 27,864 shares 27,864 $1.35M 0.05% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,160 shares; 2024Q4: 17,148 shares; 2025Q1: 16,873 shares; 2025Q2: 16,462 shares; 2025Q3: 16,835 shares; 2025Q4: 17,930 shares; 2026Q1: not reported; 2026Q2: 13,927 shares 13,927 $1.34M 0.05% 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: not reported; 2026Q1: not reported; 2026Q2: 587 shares 587 $1.33M 0.05% new 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: 88,092 shares; 2024Q4: 85,912 shares; 2025Q1: 24,542 shares; 2025Q2: 29,391 shares; 2025Q3: 30,676 shares; 2025Q4: 32,303 shares; 2026Q1: 485 shares; 2026Q2: 24,787 shares 24,787 $1.33M 0.05% +24,302 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: not reported; 2024Q4: 1,365 shares; 2025Q1: 1,111 shares; 2025Q2: 1,031 shares; 2025Q3: 1,175 shares; 2025Q4: 1,167 shares; 2026Q1: not reported; 2026Q2: 1,289 shares 1,289 $1.3M 0.05% new 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: 16,639 shares; 2024Q4: 34,667 shares; 2025Q1: 49,523 shares; 2025Q2: 47,521 shares; 2025Q3: 51,166 shares; 2025Q4: 52,802 shares; 2026Q1: not reported; 2026Q2: 46,972 shares 46,972 $1.3M 0.05% new Timeline QQQI 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: 6,092 shares; 2025Q4: 16,482 shares; 2026Q1: not reported; 2026Q2: 22,798 shares 22,798 $1.29M 0.05% new Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,769 shares; 2024Q4: 16,769 shares; 2025Q1: 16,577 shares; 2025Q2: 16,412 shares; 2025Q3: 16,412 shares; 2025Q4: 15,592 shares; 2026Q1: not reported; 2026Q2: 15,592 shares 15,592 $1.27M 0.04% new 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: not reported; 2024Q4: 2,503 shares; 2025Q1: 3,488 shares; 2025Q2: 5,026 shares; 2025Q3: 5,569 shares; 2025Q4: 6,425 shares; 2026Q1: not reported; 2026Q2: 8,086 shares 8,086 $1.27M 0.04% new 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: 9,842 shares; 2025Q1: 13,962 shares; 2025Q2: 23,221 shares; 2025Q3: 28,537 shares; 2025Q4: 30,850 shares; 2026Q1: not reported; 2026Q2: 36,394 shares 36,394 $1.26M 0.04% new Timeline RWO 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: 21,963 shares; 2024Q4: 22,232 shares; 2025Q1: 22,030 shares; 2025Q2: 22,174 shares; 2025Q3: 23,556 shares; 2025Q4: 24,335 shares; 2026Q1: not reported; 2026Q2: 25,270 shares 25,270 $1.26M 0.04% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,145 shares; 2024Q4: 96,520 shares; 2025Q1: 106,121 shares; 2025Q2: 88,748 shares; 2025Q3: 59,495 shares; 2025Q4: 54,054 shares; 2026Q1: not reported; 2026Q2: 42,031 shares 42,031 $1.25M 0.04% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,336 shares; 2024Q4: 57,091 shares; 2025Q1: 68,317 shares; 2025Q2: 72,170 shares; 2025Q3: 71,204 shares; 2025Q4: 68,865 shares; 2026Q1: not reported; 2026Q2: 33,438 shares 33,438 $1.24M 0.04% new Timeline FGD 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: 8,919 shares; 2025Q4: 11,676 shares; 2026Q1: not reported; 2026Q2: 38,508 shares 38,508 $1.23M 0.04% new Timeline MGA MAGNA INTL INC More: the full row for MAGNA 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: 18,660 shares 18,660 $1.23M 0.04% new 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: not reported; 2024Q4: 1,988 shares; 2025Q1: 2,198 shares; 2025Q2: 2,239 shares; 2025Q3: 2,259 shares; 2025Q4: 1,877 shares; 2026Q1: 13 shares; 2026Q2: 2,397 shares 2,397 $1.22M 0.04% +2,384 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,347 shares; 2024Q4: 31,411 shares; 2025Q1: 53,795 shares; 2025Q2: 55,359 shares; 2025Q3: 15,479 shares; 2025Q4: 11,950 shares; 2026Q1: 495 shares; 2026Q2: 9,165 shares 9,165 $1.22M 0.04% +8,670 Timeline LGOV 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: 109,707 shares; 2024Q4: 74,379 shares; 2025Q1: 68,820 shares; 2025Q2: 62,349 shares; 2025Q3: 63,225 shares; 2025Q4: 60,440 shares; 2026Q1: not reported; 2026Q2: 56,618 shares 56,618 $1.21M 0.04% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,679 shares; 2025Q1: 3,705 shares; 2025Q2: 3,838 shares; 2025Q3: 3,811 shares; 2025Q4: 3,725 shares; 2026Q1: not reported; 2026Q2: 6,236 shares 6,236 $1.2M 0.04% new 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: not reported; 2024Q4: 4,945 shares; 2025Q1: 5,396 shares; 2025Q2: 5,499 shares; 2025Q3: 5,284 shares; 2025Q4: 4,479 shares; 2026Q1: 327 shares; 2026Q2: 5,606 shares 5,606 $1.19M 0.04% +5,279 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,488 shares; 2024Q4: 10,061 shares; 2025Q1: 12,582 shares; 2025Q2: 12,204 shares; 2025Q3: 11,168 shares; 2025Q4: 8,292 shares; 2026Q1: not reported; 2026Q2: 10,494 shares 10,494 $1.18M 0.04% new 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: 9,159 shares; 2025Q2: 10,412 shares; 2025Q3: 6,508 shares; 2025Q4: 11,559 shares; 2026Q1: not reported; 2026Q2: 23,037 shares 23,037 $1.15M 0.04% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,350 shares; 2024Q4: 22,840 shares; 2025Q1: 18,306 shares; 2025Q2: 17,283 shares; 2025Q3: 16,003 shares; 2025Q4: 16,901 shares; 2026Q1: not reported; 2026Q2: 16,976 shares 16,976 $1.14M 0.04% new Timeline SPVM 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: 13,306 shares; 2024Q4: 12,998 shares; 2025Q1: 12,998 shares; 2025Q2: 13,186 shares; 2025Q3: 12,536 shares; 2025Q4: 12,536 shares; 2026Q1: not reported; 2026Q2: 15,216 shares 15,216 $1.13M 0.04% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,580 shares; 2024Q4: 32,784 shares; 2025Q1: 33,445 shares; 2025Q2: 33,711 shares; 2025Q3: 33,013 shares; 2025Q4: 38,484 shares; 2026Q1: not reported; 2026Q2: 41,030 shares 41,030 $1.13M 0.04% new 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: not reported; 2024Q4: 636 shares; 2025Q1: 1,863 shares; 2025Q2: 1,903 shares; 2025Q3: 1,740 shares; 2025Q4: 1,601 shares; 2026Q1: not reported; 2026Q2: 1,490 shares 1,490 $1.13M 0.04% new Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; 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: 36,521 shares; 2026Q1: not reported; 2026Q2: 43,127 shares 43,127 $1.11M 0.04% new Timeline MDYV 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: 17,193 shares; 2024Q4: 17,522 shares; 2025Q1: 17,780 shares; 2025Q2: 9,444 shares; 2025Q3: 10,613 shares; 2025Q4: 9,855 shares; 2026Q1: not reported; 2026Q2: 11,725 shares 11,725 $1.11M 0.04% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,718 shares; 2025Q1: 2,690 shares; 2025Q2: 2,690 shares; 2025Q3: 2,678 shares; 2025Q4: 2,624 shares; 2026Q1: not reported; 2026Q2: 2,603 shares 2,603 $1.11M 0.04% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,846 shares; 2024Q4: 27,846 shares; 2025Q1: 27,846 shares; 2025Q2: 28,420 shares; 2025Q3: 28,155 shares; 2025Q4: 28,155 shares; 2026Q1: not reported; 2026Q2: 27,260 shares 27,260 $1.11M 0.04% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,761 shares; 2025Q1: 3,761 shares; 2025Q2: 3,495 shares; 2025Q3: 3,495 shares; 2025Q4: 3,545 shares; 2026Q1: not reported; 2026Q2: 3,502 shares 3,502 $1.1M 0.04% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,177 shares 21,177 $1.1M 0.04% new 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: 7,102 shares; 2025Q1: 6,296 shares; 2025Q2: 6,639 shares; 2025Q3: 7,114 shares; 2025Q4: 6,771 shares; 2026Q1: 170 shares; 2026Q2: 7,658 shares 7,658 $1.1M 0.04% +7,488 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: not reported; 2024Q4: 2,002 shares; 2025Q1: 2,306 shares; 2025Q2: 2,326 shares; 2025Q3: 2,352 shares; 2025Q4: 2,306 shares; 2026Q1: not reported; 2026Q2: 3,078 shares 3,078 $1.09M 0.04% new 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: 67,583 shares; 2024Q4: 66,943 shares; 2025Q1: 71,285 shares; 2025Q2: 74,980 shares; 2025Q3: 18,196 shares; 2025Q4: 17,352 shares; 2026Q1: not reported; 2026Q2: 18,023 shares 18,023 $1.09M 0.04% new 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: 13,279 shares; 2024Q4: 11,883 shares; 2025Q1: 11,898 shares; 2025Q2: 11,898 shares; 2025Q3: 11,898 shares; 2025Q4: 9,675 shares; 2026Q1: not reported; 2026Q2: 10,440 shares 10,440 $1.08M 0.04% new Timeline VTWO 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: not reported; 2026Q2: 8,927 shares 8,927 $1.08M 0.04% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,552 shares; 2025Q1: 6,539 shares; 2025Q2: 6,568 shares; 2025Q3: 10,791 shares; 2025Q4: 9,559 shares; 2026Q1: not reported; 2026Q2: 12,063 shares 12,063 $1.08M 0.04% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,902 shares; 2025Q4: 15,174 shares; 2026Q1: not reported; 2026Q2: 20,380 shares 20,380 $1.07M 0.04% new 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: 11,667 shares; 2024Q4: 11,782 shares; 2025Q1: 11,763 shares; 2025Q2: 11,695 shares; 2025Q3: 11,841 shares; 2025Q4: 12,879 shares; 2026Q1: not reported; 2026Q2: 12,782 shares 12,782 $1.07M 0.04% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,992 shares; 2024Q4: 24,264 shares; 2025Q1: 26,889 shares; 2025Q2: 25,920 shares; 2025Q3: 26,446 shares; 2025Q4: 21,611 shares; 2026Q1: not reported; 2026Q2: 9,979 shares 9,979 $1.07M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,204 shares; 2025Q3: 2,210 shares; 2025Q4: 2,249 shares; 2026Q1: 44 shares; 2026Q2: 8,568 shares 8,568 $1.07M 0.04% +8,524 Timeline IBIH 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: 18,985 shares; 2026Q1: not reported; 2026Q2: 40,621 shares 40,621 $1.07M 0.04% new 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: 38,656 shares; 2024Q4: 47,243 shares; 2025Q1: 39,416 shares; 2025Q2: 31,508 shares; 2025Q3: 31,061 shares; 2025Q4: 43,473 shares; 2026Q1: 1,000 shares; 2026Q2: 50,939 shares 50,939 $1.05M 0.04% +49,939 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: not reported; 2024Q4: 10,752 shares; 2025Q1: 11,290 shares; 2025Q2: 8,885 shares; 2025Q3: 9,152 shares; 2025Q4: 8,402 shares; 2026Q1: not reported; 2026Q2: 20,609 shares 20,609 $1.05M 0.04% new Timeline FELG 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: 18,026 shares; 2024Q4: 19,786 shares; 2025Q1: 19,786 shares; 2025Q2: 21,618 shares; 2025Q3: 21,662 shares; 2025Q4: 22,403 shares; 2026Q1: not reported; 2026Q2: 23,992 shares 23,992 $1.05M 0.04% new Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,043 shares 22,043 $1.04M 0.04% new Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,626 shares; 2024Q4: 23,275 shares; 2025Q1: 22,967 shares; 2025Q2: 22,626 shares; 2025Q3: 20,449 shares; 2025Q4: 16,937 shares; 2026Q1: not reported; 2026Q2: 33,747 shares 33,747 $1.04M 0.04% new Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,164 shares; 2024Q4: 11,293 shares; 2025Q1: 11,373 shares; 2025Q2: 13,256 shares; 2025Q3: 9,067 shares; 2025Q4: 9,167 shares; 2026Q1: 2,010 shares; 2026Q2: 11,056 shares 11,056 $1.03M 0.04% +9,046 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,624 shares; 2024Q4: 11,768 shares; 2025Q1: 14,572 shares; 2025Q2: 11,881 shares; 2025Q3: 11,321 shares; 2025Q4: 11,607 shares; 2026Q1: not reported; 2026Q2: 12,576 shares 12,576 $1.03M 0.04% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,670 shares; 2026Q1: 3,405 shares; 2026Q2: 19,315 shares 19,315 $1.03M 0.04% +15,910 Timeline IBIF 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: 10,833 shares; 2025Q4: 22,755 shares; 2026Q1: not reported; 2026Q2: 38,890 shares 38,890 $1.02M 0.04% new Timeline IBIG 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: 12,621 shares; 2025Q4: 29,059 shares; 2026Q1: not reported; 2026Q2: 38,892 shares 38,892 $1.02M 0.04% new Timeline TLH 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: 4,264 shares; 2025Q1: 7,879 shares; 2025Q2: 7,437 shares; 2025Q3: 11,966 shares; 2025Q4: 9,478 shares; 2026Q1: not reported; 2026Q2: 10,115 shares 10,115 $1.01M 0.04% new Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,598 shares; 2025Q4: 20,092 shares; 2026Q1: not reported; 2026Q2: 36,584 shares 36,584 $1.01M 0.04% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,177 shares; 2024Q4: 30,654 shares; 2025Q1: 31,650 shares; 2025Q2: 32,893 shares; 2025Q3: 34,132 shares; 2025Q4: 25,937 shares; 2026Q1: not reported; 2026Q2: 11,161 shares 11,161 $1.01M 0.04% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 18,711 shares 18,711 $1.01M 0.04% +18,511 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,606 shares; 2024Q4: 20,506 shares; 2025Q1: 20,951 shares; 2025Q2: 20,956 shares; 2025Q3: 20,958 shares; 2025Q4: 20,964 shares; 2026Q1: not reported; 2026Q2: 18,980 shares 18,980 $1M 0.04% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,027 shares; 2025Q1: 3,071 shares; 2025Q2: 3,091 shares; 2025Q3: 2,856 shares; 2025Q4: 3,377 shares; 2026Q1: 72 shares; 2026Q2: 3,271 shares 3,271 $991K 0.03% +3,199 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 27,585 shares 27,585 $987K 0.03% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,964 shares; 2024Q4: 87,674 shares; 2025Q1: 87,524 shares; 2025Q2: 90,361 shares; 2025Q3: 89,992 shares; 2025Q4: 95,086 shares; 2026Q1: 5,005 shares; 2026Q2: 93,757 shares 93,757 $984K 0.03% +88,752 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,173 shares; 2025Q2: 30,401 shares; 2025Q3: 30,445 shares; 2025Q4: 24,184 shares; 2026Q1: not reported; 2026Q2: 28,194 shares 28,194 $981K 0.03% new Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,921 shares; 2024Q4: 133,822 shares; 2025Q1: 30,939 shares; 2025Q2: 27,412 shares; 2025Q3: 29,435 shares; 2025Q4: 27,933 shares; 2026Q1: not reported; 2026Q2: 27,053 shares 27,053 $974K 0.03% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,470 shares; 2024Q4: 31,650 shares; 2025Q1: 31,207 shares; 2025Q2: 33,139 shares; 2025Q3: 31,889 shares; 2025Q4: 29,406 shares; 2026Q1: 1,247 shares; 2026Q2: 17,319 shares 17,319 $974K 0.03% +16,072 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: not reported; 2024Q4: 7,221 shares; 2025Q1: 7,282 shares; 2025Q2: 7,387 shares; 2025Q3: 7,118 shares; 2025Q4: 8,426 shares; 2026Q1: not reported; 2026Q2: 7,442 shares 7,442 $972K 0.03% new 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: 1,982 shares; 2025Q1: 1,982 shares; 2025Q2: 1,985 shares; 2025Q3: 1,941 shares; 2025Q4: 1,941 shares; 2026Q1: not reported; 2026Q2: 1,941 shares 1,941 $964K 0.03% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,255 shares; 2025Q2: 15,213 shares; 2025Q3: 20,986 shares; 2025Q4: 21,493 shares; 2026Q1: not reported; 2026Q2: 35,046 shares 35,046 $958K 0.03% new Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,550 shares 26,550 $952K 0.03% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,694 shares; 2025Q1: 5,810 shares; 2025Q2: 6,588 shares; 2025Q3: 12,934 shares; 2025Q4: 10,953 shares; 2026Q1: 75 shares; 2026Q2: 8,819 shares 8,819 $948K 0.03% +8,744 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,354 shares; 2024Q4: 21,607 shares; 2025Q1: 22,200 shares; 2025Q2: 22,998 shares; 2025Q3: 24,578 shares; 2025Q4: 27,674 shares; 2026Q1: not reported; 2026Q2: 27,443 shares 27,443 $947K 0.03% new Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,912 shares; 2025Q4: 7,521 shares; 2026Q1: not reported; 2026Q2: 26,853 shares 26,853 $946K 0.03% new 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: not reported; 2024Q4: 2,607 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,587 shares; 2025Q4: 2,587 shares; 2026Q1: not reported; 2026Q2: 5,745 shares 5,745 $946K 0.03% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,949 shares; 2024Q4: 39,145 shares; 2025Q1: 39,181 shares; 2025Q2: 38,046 shares; 2025Q3: 36,084 shares; 2025Q4: 33,253 shares; 2026Q1: 75 shares; 2026Q2: 39,164 shares 39,164 $943K 0.03% +39,089 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,906 shares; 2025Q1: 2,963 shares; 2025Q2: 3,011 shares; 2025Q3: 3,005 shares; 2025Q4: 3,032 shares; 2026Q1: not reported; 2026Q2: 2,988 shares 2,988 $941K 0.03% new Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,631 shares; 2025Q3: 2,913 shares; 2025Q4: 3,621 shares; 2026Q1: not reported; 2026Q2: 10,337 shares 10,337 $938K 0.03% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,750 shares; 2024Q4: 16,871 shares; 2025Q1: 16,989 shares; 2025Q2: 16,819 shares; 2025Q3: 15,006 shares; 2025Q4: 15,149 shares; 2026Q1: not reported; 2026Q2: 17,840 shares 17,840 $935K 0.03% new 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: 13,951 shares; 2024Q4: 13,755 shares; 2025Q1: 13,755 shares; 2025Q2: 13,755 shares; 2025Q3: 5,595 shares; 2025Q4: 5,595 shares; 2026Q1: 8,160 shares; 2026Q2: 13,846 shares 13,846 $935K 0.03% +5,686 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,351 shares; 2025Q1: 6,105 shares; 2025Q2: 5,667 shares; 2025Q3: 5,861 shares; 2025Q4: 5,879 shares; 2026Q1: not reported; 2026Q2: 5,585 shares 5,585 $914K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,378 shares; 2025Q4: 3,429 shares; 2026Q1: not reported; 2026Q2: 3,499 shares 3,499 $894K 0.03% new 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: 1,698 shares; 2025Q1: 1,698 shares; 2025Q2: 1,708 shares; 2025Q3: 1,701 shares; 2025Q4: 1,701 shares; 2026Q1: not reported; 2026Q2: 1,817 shares 1,817 $893K 0.03% new Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,552 shares; 2025Q1: 3,089 shares; 2025Q2: 4,736 shares; 2025Q3: 3,863 shares; 2025Q4: 3,709 shares; 2026Q1: 899 shares; 2026Q2: 4,605 shares 4,605 $892K 0.03% +3,706 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,067 shares; 2024Q4: 32,933 shares; 2025Q1: 32,956 shares; 2025Q2: 28,533 shares; 2025Q3: 29,305 shares; 2025Q4: 28,499 shares; 2026Q1: 1,000 shares; 2026Q2: 29,727 shares 29,727 $892K 0.03% +28,727 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,916 shares; 2025Q1: not reported; 2025Q2: 6,916 shares; 2025Q3: 6,916 shares; 2025Q4: 6,916 shares; 2026Q1: not reported; 2026Q2: 13,430 shares 13,430 $892K 0.03% new Timeline RSPN 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: 13,689 shares; 2024Q4: 13,743 shares; 2025Q1: 14,215 shares; 2025Q2: 13,691 shares; 2025Q3: 13,651 shares; 2025Q4: 13,731 shares; 2026Q1: not reported; 2026Q2: 13,929 shares 13,929 $891K 0.03% new 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: 15,200 shares; 2024Q4: 12,119 shares; 2025Q1: 12,071 shares; 2025Q2: 13,705 shares; 2025Q3: 12,734 shares; 2025Q4: 9,939 shares; 2026Q1: 3,150 shares; 2026Q2: 18,676 shares 18,676 $888K 0.03% +15,526 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,269 shares; 2024Q4: 16,093 shares; 2025Q1: 17,717 shares; 2025Q2: 18,708 shares; 2025Q3: 18,631 shares; 2025Q4: 17,738 shares; 2026Q1: not reported; 2026Q2: 16,758 shares 16,758 $878K 0.03% new Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,057 shares; 2024Q4: 59,048 shares; 2025Q1: 58,854 shares; 2025Q2: 59,285 shares; 2025Q3: 28,650 shares; 2025Q4: not reported; 2026Q1: 16,612 shares; 2026Q2: 16,612 shares 16,612 $875K 0.03% 0 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: 15,020 shares; 2024Q4: 14,989 shares; 2025Q1: 14,460 shares; 2025Q2: 12,587 shares; 2025Q3: 13,798 shares; 2025Q4: 7,096 shares; 2026Q1: not reported; 2026Q2: 3,657 shares 3,657 $870K 0.03% new Timeline FMHI 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: 11,321 shares; 2024Q4: 11,436 shares; 2025Q1: 11,550 shares; 2025Q2: 17,223 shares; 2025Q3: 17,401 shares; 2025Q4: 17,527 shares; 2026Q1: not reported; 2026Q2: 17,897 shares 17,897 $868K 0.03% new Timeline TREX TREX INC More: the full row for TREX 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: 17,299 shares 17,299 $866K 0.03% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 621 shares; 2025Q4: 533 shares; 2026Q1: 10 shares; 2026Q2: 736 shares 736 $865K 0.03% +726 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,639 shares; 2025Q4: 7,686 shares; 2026Q1: not reported; 2026Q2: 10,687 shares 10,687 $858K 0.03% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,144 shares; 2024Q4: 8,962 shares; 2025Q1: 23,752 shares; 2025Q2: 24,327 shares; 2025Q3: 24,122 shares; 2025Q4: 21,832 shares; 2026Q1: not reported; 2026Q2: 7,045 shares 7,045 $855K 0.03% new Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,492 shares; 2024Q4: 99,092 shares; 2025Q1: 140,081 shares; 2025Q2: 154,607 shares; 2025Q3: 80,072 shares; 2025Q4: 80,633 shares; 2026Q1: 1,630 shares; 2026Q2: 84,341 shares 84,341 $855K 0.03% +82,711 Timeline GAA CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,567 shares; 2024Q4: 17,788 shares; 2025Q1: 18,419 shares; 2025Q2: 18,796 shares; 2025Q3: 19,232 shares; 2025Q4: 21,458 shares; 2026Q1: not reported; 2026Q2: 24,852 shares 24,852 $854K 0.03% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,500 shares; 2024Q4: 8,142 shares; 2025Q1: 7,730 shares; 2025Q2: 7,255 shares; 2025Q3: 7,077 shares; 2025Q4: 6,974 shares; 2026Q1: not reported; 2026Q2: 3,802 shares 3,802 $851K 0.03% new Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,776 shares 20,776 $850K 0.03% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,742 shares 1,742 $841K 0.03% new 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: 4,703 shares; 2025Q1: 4,717 shares; 2025Q2: 6,131 shares; 2025Q3: 5,679 shares; 2025Q4: 5,610 shares; 2026Q1: 680 shares; 2026Q2: 7,308 shares 7,308 $839K 0.03% +6,628 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,975 shares; 2025Q2: 89,696 shares; 2025Q3: 98,047 shares; 2025Q4: 95,343 shares; 2026Q1: not reported; 2026Q2: 76,653 shares 76,653 $837K 0.03% new 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: not reported; 2024Q4: 3,266 shares; 2025Q1: 4,310 shares; 2025Q2: 4,363 shares; 2025Q3: 4,878 shares; 2025Q4: 4,959 shares; 2026Q1: not reported; 2026Q2: 5,664 shares 5,664 $830K 0.03% new Timeline PAVE 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: 8,013 shares; 2025Q1: 8,287 shares; 2025Q2: 8,348 shares; 2025Q3: 8,297 shares; 2025Q4: 8,491 shares; 2026Q1: not reported; 2026Q2: 14,037 shares 14,037 $827K 0.03% new Timeline LTPZ 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: 7,160 shares; 2025Q1: 7,544 shares; 2025Q2: 8,419 shares; 2025Q3: 9,574 shares; 2025Q4: 10,588 shares; 2026Q1: not reported; 2026Q2: 16,302 shares 16,302 $826K 0.03% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,333 shares 8,333 $812K 0.03% new Timeline IJJ 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: 4,461 shares; 2025Q1: 4,498 shares; 2025Q2: 4,503 shares; 2025Q3: 5,509 shares; 2025Q4: 5,471 shares; 2026Q1: not reported; 2026Q2: 5,486 shares 5,486 $810K 0.03% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,484 shares; 2025Q1: 3,684 shares; 2025Q2: 3,694 shares; 2025Q3: 5,701 shares; 2025Q4: 5,837 shares; 2026Q1: not reported; 2026Q2: 4,723 shares 4,723 $802K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,330 shares; 2025Q1: 2,555 shares; 2025Q2: 2,771 shares; 2025Q3: 3,113 shares; 2025Q4: 3,158 shares; 2026Q1: not reported; 2026Q2: 2,537 shares 2,537 $794K 0.03% new Timeline FBT 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: 2,314 shares; 2025Q1: 2,320 shares; 2025Q2: 2,663 shares; 2025Q3: 2,702 shares; 2025Q4: 3,192 shares; 2026Q1: not reported; 2026Q2: 3,200 shares 3,200 $793K 0.03% new Timeline FMB 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: 34,019 shares; 2024Q4: 28,637 shares; 2025Q1: 28,791 shares; 2025Q2: 18,150 shares; 2025Q3: 18,211 shares; 2025Q4: 17,944 shares; 2026Q1: not reported; 2026Q2: 15,304 shares 15,304 $786K 0.03% new 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: not reported; 2024Q4: 5,318 shares; 2025Q1: 5,455 shares; 2025Q2: 5,709 shares; 2025Q3: 6,405 shares; 2025Q4: 6,276 shares; 2026Q1: not reported; 2026Q2: 7,158 shares 7,158 $786K 0.03% new Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,514 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 15,514 shares; 2025Q3: 15,514 shares; 2025Q4: not reported; 2026Q1: 12,000 shares; 2026Q2: 14,614 shares 14,614 $786K 0.03% +2,614 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: 11,914 shares; 2024Q4: 11,877 shares; 2025Q1: 11,943 shares; 2025Q2: 12,034 shares; 2025Q3: 12,659 shares; 2025Q4: 11,783 shares; 2026Q1: not reported; 2026Q2: 12,971 shares 12,971 $782K 0.03% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,447 shares; 2024Q4: 89,582 shares; 2025Q1: 95,433 shares; 2025Q2: 104,776 shares; 2025Q3: 115,414 shares; 2025Q4: 122,501 shares; 2026Q1: not reported; 2026Q2: 31,698 shares 31,698 $778K 0.03% new Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,141 shares 10,141 $774K 0.03% new Timeline SEPI SCM TRUST More: the full row for SCM 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: 27,773 shares 27,773 $773K 0.03% new 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: 4,468 shares 4,468 $763K 0.03% new Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,239 shares; 2024Q4: 35,918 shares; 2025Q1: 31,350 shares; 2025Q2: 31,428 shares; 2025Q3: 24,907 shares; 2025Q4: 23,528 shares; 2026Q1: not reported; 2026Q2: 24,349 shares 24,349 $761K 0.03% new Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,741 shares; 2024Q4: 20,741 shares; 2025Q1: 20,741 shares; 2025Q2: 20,741 shares; 2025Q3: 20,741 shares; 2025Q4: 19,806 shares; 2026Q1: not reported; 2026Q2: 19,806 shares 19,806 $760K 0.03% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 577 shares; 2025Q1: 567 shares; 2025Q2: 574 shares; 2025Q3: 580 shares; 2025Q4: 637 shares; 2026Q1: not reported; 2026Q2: 558 shares 558 $759K 0.03% new 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: 1,779 shares; 2025Q1: 1,760 shares; 2025Q2: 1,929 shares; 2025Q3: 1,859 shares; 2025Q4: 2,013 shares; 2026Q1: 50 shares; 2026Q2: 2,076 shares 2,076 $759K 0.03% +2,026 Timeline QQA 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: 5,749 shares; 2025Q3: 11,661 shares; 2025Q4: 12,510 shares; 2026Q1: not reported; 2026Q2: 13,003 shares 13,003 $749K 0.03% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,314 shares; 2024Q4: 12,858 shares; 2025Q1: 12,858 shares; 2025Q2: 13,100 shares; 2025Q3: 9,816 shares; 2025Q4: 7,397 shares; 2026Q1: 450 shares; 2026Q2: 4,217 shares 4,217 $745K 0.03% +3,767 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,895 shares; 2025Q2: 42,158 shares; 2025Q3: 51,758 shares; 2025Q4: 47,658 shares; 2026Q1: not reported; 2026Q2: 17,634 shares 17,634 $743K 0.03% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,164 shares; 2025Q1: 8,068 shares; 2025Q2: 8,297 shares; 2025Q3: 8,297 shares; 2025Q4: 8,368 shares; 2026Q1: not reported; 2026Q2: 8,469 shares 8,469 $743K 0.03% new Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,698 shares; 2025Q4: 12,455 shares; 2026Q1: not reported; 2026Q2: 18,775 shares 18,775 $742K 0.03% new 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: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 3,204 shares; 2025Q3: 3,296 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,955 shares 9,955 $740K 0.03% new Timeline IYJ 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: 4,540 shares; 2025Q1: 4,506 shares; 2025Q2: 4,318 shares; 2025Q3: 4,256 shares; 2025Q4: 4,528 shares; 2026Q1: not reported; 2026Q2: 4,435 shares 4,435 $739K 0.03% new Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,551 shares; 2024Q4: 21,344 shares; 2025Q1: 21,370 shares; 2025Q2: 21,370 shares; 2025Q3: 20,995 shares; 2025Q4: 16,855 shares; 2026Q1: not reported; 2026Q2: 16,855 shares 16,855 $736K 0.03% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,163 shares; 2024Q4: 15,048 shares; 2025Q1: 15,071 shares; 2025Q2: 14,985 shares; 2025Q3: 14,610 shares; 2025Q4: 11,006 shares; 2026Q1: not reported; 2026Q2: 10,914 shares 10,914 $731K 0.03% new Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,456 shares; 2024Q4: 14,864 shares; 2025Q1: 14,864 shares; 2025Q2: 14,768 shares; 2025Q3: 14,768 shares; 2025Q4: 14,708 shares; 2026Q1: not reported; 2026Q2: 14,329 shares 14,329 $731K 0.03% new Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,807 shares; 2025Q1: 5,807 shares; 2025Q2: 5,596 shares; 2025Q3: 5,596 shares; 2025Q4: 4,551 shares; 2026Q1: not reported; 2026Q2: 5,167 shares 5,167 $726K 0.03% new 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: 18,334 shares; 2024Q4: 15,867 shares; 2025Q1: 16,507 shares; 2025Q2: 19,160 shares; 2025Q3: 18,795 shares; 2025Q4: 14,222 shares; 2026Q1: not reported; 2026Q2: 9,496 shares 9,496 $716K 0.03% new Timeline